Magna Manager User Manual
Contents
1. For more information Visit the Magna Carta Website at http www magna carta com 2009 Magna Carta Corporation All rights reserved Magna Carta FacilityPro Manager PayPro AccessPro CardPro PowerPro Smart Site System Comet the FacilityPro Manager logo are either registered trademarks or trademarks of Magna Carta Corporation in the Netherlands and or other countries All other product names are trademarks or registered trademarks of their respective owners TABLE OF CONTENTS ABOUT THIS INSTALLATION MANUAL 2 2 2 cee eee ee eee 4 I MINSTACLATION 3 4 2 a 0 4 c a amp oman a Ga ae oar ee ar wee Se a wae we tr ee 5 11 TEP CUICLION one o oo oe ee Ga oe Soa Oe ES OR be eee eee aes 5 1 2 Installing Microsoft SQL Server Express edition 2 2c ee ennn 6 1 3 Creating a new SQL database for FacilityPro Manager 6 Loi Creating a new SQL database with SQL Server Management Studio Express 6 1 3 2 Creating a new SQL database with SQL Server Enterprise Manager 9 1 4 Attaching an existing FacilityPro Manager database to SQL Server 12 1 4 1 Attaching a backup of an existing FacilityPro Manager database to SQL Server 13 1 4 1 1 SQL Server Management Studio Express 2 cece ee ee eens 13 1 4 1 2 SQL Server Enterprise Manager ccc ccc c ccc bb 19 1 4 2 Attaching a copy of an existing FacilityPro Manager database to SQL2. FacilityPro Manager Installation Manual filename MAN7 FPMI UKED 3402 doc revision date 29072009 software version 3 4 I LI FacilityPro Man ager FACILITY Man AGUMI RT TEFIE AGMA CART CHIPCARD SOLUTIONS You must accept the enclosed License Agreement before you can use this product If you do not accept the terms of the License Agreement you should promptly return the product for a refund System requirements To use FacilityPro Manager on a PC you need 1 Microsoft Windows XP Windows 2000 Windows 2000 Server or Windows 2003 Server For the Collector module needed if the terminals of the site must be audited automatically Windows 2003 Server is recommended 2 For the use of the SQL database Microsoft SQL Server 2000 or 2005 Microsoft SQL Server 2005 Express edition can also be used 3 512 MB RAM 4 50 MB available hard disk space plus additional hard disk space if the PC will be storing the database and or reports 5 CD ROM drive 6 VGA card minimum VGA 640x280 64K colors 7 Microsoft Mouse or compatible pointing device 8 Free USB port for optional card reader 9 TCP IP network and 100 MB network card required if FacilityPro Manager is to run on more than one work station with one central database or if the terminals are to be audited and configured via the network 10 Software COMET and HP iPAQ PDA are required if the stand alone terminals are to be audited and configured manually
3. Type your Admin name and password Click OK once or twice to see the opening screen of FacilityPro Manager Choose menu File Choose Import Choose Import site You will see the screen shown in Figure 1 33 NUME WO CON OO Ul FacilityPro Manager 9 Import from ODBC datasource ad Figure 1 33 10 Click No You will see a browse screen 11 Browse to the directory where the Paradox database to import is stored and select any of the files with db extension from that directory 12 Click Open You will see the screen shown in Figure 1 34 If you see the message Lost connection with database you need to install the BDE administrator which comes with the install of Paradox versions of PayPro Manager to be able to access the data in the Paradox database 26 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc FacilityPro Manager Import database CAPAYPROKLANT PAYPRO_388_DEMO3 DATAS in current database TEST29060 _1 Figure 1 34 13 Click OK 14 Each time you see a screen similar to the screen shown in Figure 1 35 click Yes if you want to import the data in the table mentioned and click No otherwise FacilityPro Manager Import these table s DMINISTRATORS Figure 1 35 Each time you see a screen similar to the screen shown in Figure 1 36 click Yes FacilityPro Manager Error importing card record CardNR 2362 The INSERT statement conflicted with the FOREIGN KEY constraint FK_ca
4. VGA card minimum VGA 640x280 64K colors 8 Microsoft mouse or compatible pointing device 9 For CardPro module a free USB port to connect the PC card reader 10 TCP IP network and 100 MB network card required if FacilityPro Manager is to run on more than one work station with one central database or if the terminals are to be audited and configured via the network 11 Software COMET and HP iPAQ PDA are required if the stand alone terminals are to be audited and configured manually 1 2 Installing Microsoft SQL Server Express edition FacilityPro Manager can be used provided Microsoft SQL Server 2000 or 2005 or Microsoft SQL Server 2005 Express edition has been installed and is active This paragraph provides basic instructions for installing activating and setting up Microsoft SQL Server 2005 Express edition How to install Microsoft SQL Server Express edition 1 Download NET Framework 2 0 Redistributable Package x86 from the Microsoft website save to disk file dotnetfx exe and then install 2 Download Microsoft SQL Server 2005 Express edition from the Microsoft website save to disk file SQLEXPR EXE and then unpack install During install you must choose mixed mode as the authentication mode and you must supply a password Otherwise you can choose next install and finish everywhere 3 Download SQL Server Management Studio Express from the Microsoft website save to disk file SQLServer2005_SSMSEE
5. Click in the checkbox Enforce password policy to uncheck all three checkboxes 20 In the field Default database select the database defined in step 10 from the dropdown 21 Select the page User mapping 22 Under Users mapped to this login click in the checkbox next to the database defined in step 10 to check it 23 Under Datase role membership for this database click in the checkbox next to db_owner to check it This assigns the right to enter the database to the login name we are creating 24 Click OK You will return to the SQL Server Management Studio Express screen Figure 1 2 You have now attached a copy of an existing database to the SQL Server In 81 6 Defining the SQL database for FacilityPro Manager you will fill in this database as the database to be used by FacilityPro Manager 1 4 2 2 SQL Server Enterprise Manager This paragraph assumes and that you have installed SQL Server Enterprise Manager How to attach a copy of an existing database to SQL Server with SQL Server Enterprise Manager On the SQL Server PC click on the Windows Start button Choose All Programs Choose Microsoft SQL Server or Microsoft SQL Server 2005 Choose Enterprise Manager You will see the SQL Server Enterprise Manager screen Figure 1 5 5 Navigate to Microsoft SQL Servers SQL Server Group local Windows NT Databases 6 Right click on Databases Choose All Tasks 8 Choose Atta
6. FacilityPro Manager you will fill in this database as the database to be used by FacilityPro Manager 1 4 2 Attaching a copy of an existing FacilityPro Manager database to SQL Server The instructions in this paragraph assume that you have an MDF and LDF file and that you have stored these files in the directory used by SQL Server for databases 1 4 2 1 SQL Server Management Studio Express This paragraph assumes and that you have installed SQL Server Management Studio Express How to attach a copy of an existing database to SQL Server with SQL Server Management Studio Express Click on the Windows Start button Choose Programs Choose Microsoft SQL Server 2005 or Microsoft SQL Server Choose SQL Server Management Studio Express You will see the SQL Server Express Edition Connect to Server screen Figure 1 1 Make a note of the Server name 5 Click Connect You will see the SQL Server Management Studio Express screen Figure 1 2 N WP FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 17 6 Right click on Databases in the list under Object Explorer 7 Choose Attach You will see the Attach Databases screen Figure 1 18 Attach Databases SS Script A Help Databases to attach MDF File Location Database details Original File Name File Type Current File Path Server ELMO XP SQLEXPRESS Connection MC01 Wanda 32 View connection properties Figure 1 1
7. PIM to be implemented Lastly the authorisation levels for Card card update PIM and at least one of the functions Card new balance Card change token values Card new tokens and Card hotlist should have the value Available You are referred to the user manual of FacilityPro Manager for instructions 1 10 Connecting a PC card reader You might want to use a PC card reader on one or more of the work stations A PC card reader can read and write cards To read and write FacilityPro cards you will install a PC card reader The correct card keys must be loaded into the PC card reader for it to work with FacilityPro cards This is done by Magna Carta or a dealer authorized by Magna Carta to do so The following PC card readers are supported 1 Ominikey CardMan 5121 PCSC reader 2 Ominikey CardMan 5321 PCSC reader Other PC card readers can be used but are not supported and this manual does not explain how to install or use them 1 Mifare Omnikey Serial reader for contactless Mifare cards 2 PCSC PC Smart Card readers There are a number of different PCSC readers each of which can read and write different types of PC Smart Cards If you want to use a PCSC reader please check with your dealer whether FacilityPro Manager can work with your type of PCSC reader 3 Mifare MC Serial reader for contactless Mifare cards FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 29 How to connect a Ominik
8. Server 17 1 4 2 1 SQL Server Management Studio Express 2 cece ee we ee ee eens 17 1 4 2 2 SQL Server Enterprise Manager ce ccc c ccc bei 19 1 5 Installing FacilityPro Manager 2 cece ee eee 20 1 6 Defining the SQL database for FacilityPro Manager 200 23 1 7 Importing a PayPro Manager Paradox database 2 2 0 cee eee eee 26 1 8 Installing and starting up the collector 2 0 0 0 cc eee eens 28 1 9 Installing and starting up the PIM server 2 2 0 eee eee eens 28 1 10 Connecting a PC card reader 2 ee ee eens 29 LIL HOW os hae oe ees be eee ee eee eo eee ce ees eee ed bese E E 31 2 OVER oc 54 ou ce 65 oe ne ee iii 32 2 1 Making a backup of your FacilityPro Manager database 32 jae We SQL Server Management Studio Express Cw 2 1 2 SQL Server Enterprise Manager o 33 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 3 About this installation manual This is the FacilityPro Manager installation manual version MAN7 FPMI UKED 3402 doc When the text presents an enumeration that does not represent instructions to be carried out this enumeration will be presented as follows each item identified by a number and a bracket 1 First point 2 Second point etcetera In each chapter except the introduction you will find instructions on how to perform the various tasks These instructions always have
9. Server Management Studio Express screen Figure 1 2 By default the field Authentication will be Windows Authentication You can also choose to fill in SQL Server Authentication in which case you should fill in User name sa and the password chosen in step 2 of 81 2 in the case of SQL Express edition or the password defined by the system manager for SQL server authentication in the case of SQL Server 2000 or 2005 E Microsoft SQL Server Management Studio Express File Edit View Tools Window Community Help 2 New Query Liy 29 il A RIS Object Explorer ix Summary Si li id ELMO XP SQLEXPRESS SQL Server 9 0 3042 MC a J ELMO XP SQLEXPRESS SQL Server 9 0 3042 MCO amp N Server Objects ELMO XP SQLEXPRESS 5 Item s amp A Replication amp L Management Name Databases Lj Security LI Server Objects QE Replication J Management Figure 1 2 SQL Server Management Studio Express screen 6 Right click on Databases in the list under Object Explorer 7 Choose New Database You will see the SQL New Database screen Figure 1 3 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 7 E New Database General S sont Heb A Options L Filegroups Database name Owner Database files Logical Name File Type Filegroup Initial Size MB Autogrowth Data PRIMARY i log Log Server ELMO XP SQLEXPRESS Connectio
10. database for FacilityPro Manager or 81 4 Attaching an existing FacilityPro Manager database to SQL Server click Cancel You will see the error screen shown in Figure 1 24 Click OK and first create the database in the SQL server Then proceed with 81 6 FacilityPro Manager CT X Cannot initialize application Error in database settings Figure 1 24 If the SQL database that you want to use has already been created in your SQL server see 1 3 Creating a new SQL database for FacilityPro Manager or 81 4 Attaching an existing FacilityPro Manager database to SQL Server you can continue with step 5 of 81 6 Defining the SQL database for FacilityPro Manager after finishing the next step The Setup Completed screen will indicate that the install has been comleted Figure 1 25 Click Close FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc Show details Cancel Wullsoft Install System va 39 Figure 1 25 The Setup Completed screen of the FacilityPro Manager setup program FacilityPro Manager has now been installed on this work station The program files are in the folder C Program Files Magna Carta FacilityPro Manager bin The file FacilityPro exe is the file which starts up the program itself The folder C Program Files Magna Carta FacilityPro Manager data contains a standard FacilityPro Manager SQL database in the files lt pp ldb gt and lt ppm mdb gt Ho
11. see the SQL Server Backup screen Figure 2 4 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 33 SQL Server Backup FPM database General Options Name Pier database om Description Backup e 0 Database complete Database differential Transaction log File and filegroup te Ds eB Destination Backup to f Tape D e Remove ene a Sae __ Append to media Overarite Dvensrite existing media T Schedule Cancel Help Schedule Figure 2 4 9 Click on Add You will see the Select backup destination screen Figure 2 5 Select Backup Destination Select the file name or backup device to use for the backup operation Backup devices can be created for files that you use frequently Backup device Cancel Figure 2 5 10 Type the name of the destination file including the path name for the backup 11 Click on OK 12 Select the radio button Overwrite existing media 13 Click on OK Wait for confirmation of a successful backup Figure 2 6 The backup is in the file specified in step 10 SOL Server Enterprise Manager Ea a 1 j The backup operation has been completed successfully Figure 2 6 34 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc
12. 6 Defining the SQL database for FacilityPro Manager and 81 7 Importing a PayPro Manager Paradox database 1 4 1 Attaching a backup of an existing FacilityPro Manager database to SQL Server The instructions in this paragraph assume that you have a bak file with the backup of a FacilityPro Manager database and that you have stored this file in a directory on the SQL Server PC 1 4 1 1 SQL Server Management Studio Express This paragraph assumes and that you have installed SQL Server Management Studio Express How to attach a backup of an existing database to SQL Server with SQL Server Management Studio Express 1 Create a new empty database with the name you want to give to the database 1 3 1 2 From the SQL Server Management Studio Express screen Figure 1 2 right click on Databases in the list under Object Explorer 3 Choose Restore database You will see the Restore database screen Figure 1 11 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 13 14 I5 SS Script A Hep Destination for restore Select ortype the name of a new or existing database for your restore operation To database L To a point in time Most recent possible Source for restore Specify the source and location of backup sets to restore From database From device Select the backup sets to restore Restore Name Component Type Server Database Position Fi
13. 8 8 Click Add You will see the Locate Database Files screen Figure 1 19 Locate Database Files ELMO XP SQLEXPRESS BG Select the file QE Microsoft ActiveSync A Microsoft AntiSpyware gj Microsoft CAPICOM 2 1 0 2 0 microsoft frontpage Microsoft Games Q Microsoft Office 0 Microsoft SQL Server H 80 gy 90 a MSSOL 1 a MSSQL l i Ge msdbdata mdf mssqlsystemresource mdf J PPM_Project_Data MDF PPM_Test mdf PPM2108 maf L prueba maf L tempdb mdf test mdf m Install C Program Files Microsoft SQL Server MSSQL 1 MSS v Database Files mdf v L Cancel Figure 1 19 9 Navigate to the folder where the MDF file of the existing SQL database has been stored 10 Select the MDF file 11 Click OK You will return to the SQL Attach database screen Figure 1 18 18 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 12 Click OK You will return to the SQL Server Management Studio Express screen Figure 1 2 The attached database will now be included in the list of databases with the same name shown in the file name of the attached file databasename_data MDF 13 Right click on Security 14 Choose New 15 Choose Login You will see the SQL Login New screen Figure 1 4 16 Type the login name e g FacilityPro 17 Select the button SQL Server authentication 18 Type and confirm a password 19
14. Figure 1 21 The Installation Options screen of the FacilityPro Manager setup program If this work station is not going to be the collector work station click in the check box Collector to un check it If you do not want a shortcut to FacilityPro Manager to be included in the Windows Start Menu under Programs click in the check box Start Menu Shortcuts to un check it Click Next You will see the Installation Folder screen Figure 1 22 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 21 15 16 17 18 19 22 Setup will install FacilityPro Manager 3 2 0 17 in the Following Folder To install in a different Folder click Browse and select another folder Click Install to start the installation Destination Folder Space required 55 0ME Space available 6 735 Cancel Wullsaft Install System v2 33 Back Install Figure 1 22 Click Install If you will see the warning shown in Figure 1 23 Click OK iS FacilityPro Manager 3 2 0 17 Setup Figure 1 23 The program is installed A Word file with this installation manual will open automatically providing you with instructions for the further steps of the installation FacilityPro Manager will automatically start up You will see the Select Database screen of FacilityPro Manager Figure 1 26 If the SQL database that you want to use has not yet been created in your SQL server see 81 3 Creating a new SQL
15. a title which starts with How for example How to install FacilityPro Manager on a work station The instructions for the specific task are then given step by step in the order in which they will be carried out each step identified by a number and a full stop as follows 1 Step 1 2 Step 2 3 Step 3 etcetera These instructions suppose that you have some experience with computers For the sake of completeness we will explain here some of the terms used in the instructions 1 Click means move the mouse to the area on the screen specified in the instruction and press the left mouse button If it is an instruction to click on a button the name of that button will be given on a grey background so that it will resemble what is seen on the screen For example Click on OK 2 Double click means move the mouse to the area on the screen specified in the instruction and press the left mouse button twice quickly 3 Right click means move the mouse to the area on the screen specified in the instruction and press the right mouse button 4 Choose will only be used when a menu or sub menu is to be chosen and means click on the mentioned menu option which is printed in bold characters For example Choose Card holders from the menu Cards means click on the menu Cards and then click on the sub menu Card holders 5 Select means click on the specified item Its background will become blue and the item has then been
16. anner of windows help screens 3 By pressing lt F1 gt from any screen of FacilityPro Manager The text of this user manul relevant to that screen will appear FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 31 2 Other 2 1 Makinga backup of your FacilityPro Manager database 2 1 1 SQL Server Management Studio Express How to make a backup of your FacilityPro Manager database 1 Click on the Windows Start button 2 Choose Programs 3 Choose Microsoft SQL Server 2005 or Microsoft SQL Server 4 Choose SQL Server Management Studio Express You will see the SQL Server Express Edition Connect to Server screen Figure 1 1 Make a note of the Server name 5 Click Connect You will see the SQL Server Management Studio Express screen Figure 1 2 6 Double click on Databases 7 Right click the database you want to backup 8 Choose Tasks 9 Choose Backup You will see the Backup Database screen Figure 2 1 Back Up Database PPM2108 SS Script A Help Source Database PPM2108 Recovery model Backup type Full iv Backup component Database Backup set Name PP M21 08 Full Database Backup i Description Backup set will expire Server ELMO XP SQLEXPRESS Connection MC01 Wanda View connection properties Figure 2 1 10 Click on Add You will see the Select backup destination screen Figure 2 2 32 FacilityPro Manager user manua
17. base click in the checkbox next to db_owner to check it This assigns the right to enter the database to the login name we are creating 21 Click OK You will return to the SQL Server Management Studio Express screen Figure 1 2 You have now created an empty database in the SQL server In 81 6 Defining the SQL database for FacilityPro Manager you will fill in this database as the database to be used by FacilityPro Manager 1 3 2 Creating a new SQL database with SQL Server Enterprise Manager This paragraph assumes and that you have installed SQL Server Enterprise Manager How to create a new database for FacilityPro Manager with SQL Server Enterprise Manager On the SQL Server PC click on the Windows Start button Choose All Programs Choose Microsoft SQL Server or Microsoft SQL Server 2005 Choose Enterprise Manager You will see the SQL Server Enterprise Manager screen Figure 1 5 NUME FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 9 Ti SQL Server Enterprise Manager File Action Yiew Tools Window Help e DEHeraBsie x laQf e ij Console Root Microsoft SQL Servers Console Root Microsoft SQL Servers 1 Item Microsoft SQL Servers F SQL Server Group Y Updates are ready for your computer x Click here to install these updates Figure 1 5 5 Navigate to Microsoft SQL Servers SQL Server Group local Windows NT Databases 6 Right click
18. ccount a card belongs to 3 adding value to the counter of a token on the card 4 unblocking a card that has previously been hotlisted and then blocked The changes are stored in the FPM database and effected when a card is inserted at a terminal The PIM and Autoload modules can not be implemented simultaneously 28 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc You need to know the IP address of the PC where you will install the PIM server How to install and start up the PIM server 1 Run the file lt PIM_install bat gt which is in the directory C Program Files Magna Carta FacilityPro Manager bin This uninstalls the PIM server if it has already been installed and then installs the PIM server latest version If you are running this file for the first time you will receive an error message because the uninstall will fail Just run the file again and make sure you end with the message Service installed succesfully 2 Run the file lt PIM_start bat gt which is in the directory C Program Files Magna Carta FacilityPro Manager bin You will see a dos screen with the message starting service When the dos screen disappears the PIM server has been started 3 In FacilityPro Manager the field Card update PIM of the site record shoud be checked The IP address of the PIM server should be entered as the value of the parameter Server_IP of the machine types of all the terminals on the site where one wants
19. ch database You will see the SQL Attach database screen Figure 1 20 NW PP PR NI FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 19 10 11 12 13 14 15 16 17 18 19 20 22 23 24 21 Attach Database local x MOF file of database to attach Cf T Original File Hamels Current File Location gt Attach as Specity database owner distributor_admin OK Cancel Help Figure 1 20 Click the browse button and browse to the folder where the MDF file of the existing SQL database has been stored Select the MDF file Click OK You will return to the SQL Attach database screen Figure 1 20 Click OK You will return to the SQL Server Enterprise Manager screen Figure 1 5 The attched database will now be included in the list of database with the same name shown in the file name of the attached file databasename_data MDF Double click on Security Right click on Logins Choose New login You will see the New Login screen Figure 1 7 If you first see the warning message as in Figure 1 8 click OK first Type the login name e g FacilityPro Select the radio button SQL Server authentication and type a password In the field Database select the database defined in step 10 from the dropdown Select the tab Database Access You will see the Database Access tab Figure 1 9 Under Specif
20. database in the SQL server In 81 6 Defining the SQL database for FacilityPro Manager you will fill in this database as the database to be used by FacilityPro Manager 1 4 Attaching an existing FacilityPro Manager database to SQL Server This paragraph provides instructions that you must carry out if you want to import an existing FacilityPro Manager or PayPro Manager SQL database This could be 1 A database from a site that has been in use with an earlier version of FacilityPro Manager or its predecessor PayPro Manager When the SQL database for FacilityPro 12 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc Manager is defined 81 6 Defining the SQL database for FacilityPro Manager the database will be updated to the current version of FacilityPro Manager 2 A database that has been set up by Magna Carta and shipped to you with FacilityPro Manager Note that the database to be attached may either be in the form of a backup file named databasename bak or in the form of two files named databasename_data MDF and databasename_log LDF You cannot attach a database that has been generated or used with a different version of Microsoft SQL Server that the version you are using It is assumed you have installed a Microsoft SQL Server and it is active If you want to import an exisiting PayPro Manager Paradox database you must execute the instrcuctions in 81 3 Creating a new SQL database for FacilityPro Manager 81
21. ed below If the terminals will communicate with FacilityPro Manager through a network one work station will be the collector work station and will audit and configure the terminals automatically at predefined times On this collector work station one must install the collector module of FacilityPro Manager which runs as a service and one can but need not install the rest of the FacilityPro Manager software How to install FacilityPro Manager on a work station e Ae _ 5 0 NDQDQUIOU A W DY FP 12 13 14 Insert the FacilityPro Manager cd in the cd rom drive of the work station Click on the Windows Start button Choose Run Click on the Browse button Click on the arrow next to the field Look in Select the icon for the FacilityPro Manager installation cd Select the FacilityPro Manager sub folder Click on the Open button Select the set up program Setup exe Click on the Open button Click on OK The installation of FacilityPro Manager onto this work station will start You will see the Installation Options screen Figure 1 21 is FacilityPro Manager 3 2 0 17 Setup Installation 0 sti n Ioj x sE qk Check the components you want to install and uncheck the components Su vog don t wank to install Click Next to continue a FaciityPro Ma 3 Collector Start Menu Shortcuts Select components to install Space required 55 0ME Cancel Wullsoft Install System va 39
22. elect Devices Backup number fi View Contents Restore backup set Database complete Database differential Transaction log File or filegroyp Read backup set information and add to backup history Figure 1 14 8 Click Select devices You will see the Choose restore devices screen Figure 1 15 Choose Restore Devices x When the backup is restored SOL Server will attempt to restore from the devices listed below Backup set Unknown Restore from TO Disk Tape Remove 4l Media verification option I Only restore from media with the following name Media name a Figure 1 15 9 Click Add You will see the Choose restore destination screen Figure 1 16 16 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc Choose Restore Destination Ea Select the file name or backup device to use for the restore operation Backup devices can be created for files that you use frequently File name CATEmpA DE Backup device Fl Cancel Figure 1 16 10 Click the browse button and browse to the bak file 11 Click OK four times Wait for the message shown in Figure 1 17 SQL Server Enterprise Manager Ea E i J Restore of database testi completed successfully Figure 1 17 You have now attached a backup of an existing database to the SQL Server In 81 6 Defining the SQL database for
23. es are inaccessible and will not be displayed in the database access tab Figure 1 8 13 Type the login name e g FacilityPro 14 Select the radio button SQL Server authentication and type a password 15 In the field Database select the database defined in step 8 from the dropdown 16 Select the tab Database Access You will see the Database Access tab Figure 1 9 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 11 SQL Server Login Properties New Login General Server Roles Database Access Specify which databases can be accessed by this login Rede Wo E 12345ppme OE Abu O Aphra O Antonius OG CkHosting deere z Database roles for 1 345ppme Permit in Database Aole Properties Cancel Help Figure 1 9 17 Under Specify which databases can be accessed by this login click in the checkbox next to the database defined in step 8 to check it 18 Under Datase roles for this database click in the checkbox next to db owner to check it This assigns the right to enter the database to the login name we are creating 19 Click OK You will see the SQL Confirm Password screen Figure 1 10 Confirm Password HE Old password Confirm new password Figure 1 10 20 Type the password entered in step 14 21 Click OK You will return to the Server Enterprise Manager screen Figure 1 5 You have now created an empty
24. ey CardMan 5121 or 5321 PCSC reader to a work station 1 2 CON DD UW AN WO 11 Run the file lt CardMan512x_V1_1_0_37 exe gt or lt CardMan5x21_V1_1_1_5 exe gt for CardMan 5321 Run the file lt CardMan_Synchronous_API_V1_1_1_1 exe gt or lt CardMan_Synchronous_API_V1_1_1_3 exe gt if you used 1 1 1 5 in step 1 Insert the USB connector into a USB port of the work station On some XP systems installation of the driver for the Omnikey CardMan 5121 will be completely automatic If so continue with step 10 Otherwise Windows will open the Hardware Wizard and ask for the driver location Choose No not this time Click Next Choose Install from a list or specific location Click Next Browse to lt lt CardMan512x PCSC driver V1 1 0 37 gt gt or lt lt C Omnikey CardMan5x21 PCSC driver V1 1 1 5 gt gt and click Next The driver will be installed Click Finish Go to the directory lt lt CardMan_Synchronous_API_V1_1_1_1 gt gt or lt lt C 0mnikey CardMan_Synchronous_API_V1_1_1_3 gt gt and run Setup exe Uncheck the option to install the SDK software development kit Remove the reader from the USB port and then reconnect The card reader is now connected but before you can use it you will have to insert the correct data on the tab PC card reader of the work station record You will also have to use the action button Read Cardkeys ini to provide FacilityPro Manager with the key
25. files lt CardMan512x_V1_1_0_37 exe gt CardMan_Synchronous_API_V1_1_1_1 exe gt lt chip32 dll gt and lt cardkeys ini gt optional with PC card reader IPAQ for manual auditing and configuring of terminals optional cd rom with COMET software for iPAQ and manual optional with 1PAQ cd rom with the files lt database_name mdf gt and lt database_name ldf gt containing a database designed for you and other site specific files and manuals optional The work stations on which you want to install FacilityPro Manager must meet the following system requirements Minimal configuration 1 2 3 4 5 6 Operating System Microsoft Windows XP Windows 2000 Windows 2000 Server or Windows 2003 Server For the Collector module needed if the terminals of the site must be audited automatically Windows 2003 Server is recommended For the use of the SQL database Microsoft SQL Server 2000 or 2005 Microsoft SQL Server 2005 Express edition can also be used If the terminals are to be audited automatically the Collector module of FacilityPro Manager must be installed on a PC preferably Windows 2003 Server and run as a service Min 512 MB RAM Per work station including the work station where the collector service runs at least 50 MB free disk memory required for the program plus additional free memory for storing the database and or reports Cd rom drive FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 5 7
26. inal ADD accessforall bit Figure 1 32 15 Type your Admin name and password Note the password field is case sensitive you must consider lower and upper case characters as different characters After a fresh FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 25 install you can login using Admin customer and Password customer You are advised to create new logins and erase this standard one for obvious reasons 16 Click OK You will see the opening screen of FacilityPro Manager Refer to your FacilityPro Manager user manual for further instructions on how to use the program 1 7 Importing a PayPro Manager Paradox database If you want to import an existing PayPro Manager Paradox database into FacilityPro Manager you must first start up FacilityPro Manager with an empty database see 81 3 Creating a new SQL database for FacilityPro Manager and 1 6 Defining the SQL database for FacilityPro Manager Then follow the instructions in this paragraph Note You are advised to first run the maintenance program on the Paradox database using the Paradox version of the PayPro Manager software that you have presumably been using see PayPro Manager user manual How to import a PayPro Manager Paradox database into FacilityPro Manager Click on the Windows Start button Choose Programs Choose FacilityPro Manager Choose FacilityPro Manager You will see the FacilityPro Manager login screen Figure 1 30
27. l MAN7 FPMI UKED 3402 doc 11 12 F Select Backup Destination Select the file or backup device forthe backup destination You can create backup devices for frequently used files Destinations on disk Figure 2 2 Type the name of the destination file including the path name for the backup It should have an extension bak By default the path C Program Files Microsoft SQL Server MSSOL 1 MSSOL Backup is used and the name of the database is used as the name of the backup followed by bak Click on OK 13 14 15 Select the page Options Select the radio button Overwrite all existing backup sets Click on OK Wait for confirmation of a successful backup Figure 2 3 The backup is in the file specified in step 11 Microsoft SQL Server Management Studio Express The backup of database PPM2108 completed successfully Figure 2 3 2 1 2 SQL Server Enterprise Manager How to make a backup of your FacilityPro Manager database N W DP PR On the SQL Server PC click on the Windows Start button Choose All Programs Choose Microsoft SQL Server or Microsoft SQL Server 2005 Choose Enterprise Manager You will see the SQL Server Enterprise Manager screen Figure 1 5 Navigate to Microsoft SQL Servers SQL Server Group Server name Databases and double click to see a list of databases Right click the database you want to backup Choose All Tasks Choose Backup database You will
28. l in this database as the database to be used by FacilityPro Manager 1 4 1 2 SQL Server Enterprise Manager This paragraph assumes and that you have installed SQL Server Enterprise Manager How to attach a backup of an existing database to SQL Server with SQL Server Enterprise Manager 1 Create a new empty database with the name you want to give to the database 1 3 2 2 From the SQL Server Enterprise Manager screen Figure 1 5 navigate to Microsoft SQL Servers SQL Server Group local Windows NT Databases 3 Right click on Databases Choose All Tasks 5 Choose Restore database You will see the SQL Restore database screen Figure 1 13 Restore database General Options Restore as database Restore Database Filegroups or files From device Parameters Show backups of database Jaselect et stsi lt sCs First backup to restore 5 30 2007 4 50 45 PM abselectbackup O Point in time restore ne Bi SI 5 30 2007 4 50 55 DATempi poep abselect backup Li Properties Cancel Help Figure 1 13 6 In the field Restore as database type the name of the database see step 1 7 Click the radio button From device You will see a screen as in Figure 1 14 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 15 Restore database General Options Restore C Database Filegroups or files ir From device Parameters Devices S
29. msi and then install 1 3 Creating a new SQL database for FacilityPro Manager SQL Server all versions can be managed with the Microsoft software SQL Server Management Studio Express or older installs with the software SQL Server Enterprise Manager This paragraph provides instructions that you must carry out if you want to start with a new database for a new site It assumes you have installed a Microsoft SQL Server and it is active 1 3 1 Creating a new SQL database with SQL Server Management Studio Express This paragraph assumes and that you have installed SQL Server Management Studio Express How to create a new database for FacilityPro Manager with SQL Server Management Studio Express 1 Click on the Windows Start button 2 Choose Programs 3 Choose Microsoft SQL Server 2005 or Microsoft SQL Server 6 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 4 Choose SQL Server Management Studio Express You will see the Connect to Server screen Figure 1 1 Make a note of the Server name If the server name is not filled in you should fill in the Windows name of your computer followed by SQLEXPRESS in the case of SQL Express edition gE Connect to Server Microsoft SOL Server 2005 Server name ELMO XP SQLEXPRESS Authentication Windows Authentication Connect Options gt Figure 1 1 SQL Server Express Edition Connect to Server screen 5 Click Connect You will see the SQL
30. n MC01 Wanda View connection properties Figure 1 3 SQL New Database screen 8 Type the name for the FacilityPro Manager database e g FPM database 9 Click OK The SQL database is created and you will return to the SQL Server Management Studio Express screen Figure 1 2 10 Right click on Security 11 Choose New 12 Choose Login You will see the SQL Login New screen Figure 1 4 E Login New Selecta y i J E SB Soipt gt h Hep LAA Server Roles LS User Mapping Login name LS Securables A Status Windows authentication SQL Server authentication Certificate name Key name Server ELMO XP SQLEXPRESS Default database Connection MC01 Wanda Default language View connection properties Figure 1 4 SQL Login New screen 13 Type the login name e g FacilityPro 14 Select the button SQL Server authentication FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 15 Type and confirm a password 16 Click in the checkbox Enforce password policy to uncheck all three checkboxes 17 In the field Default database select the database defined in step 8 from the dropdown 18 Select the page User mapping 19 Under Users mapped to this login click in the checkbox next to the database defined in step 8 to check it 20 Under Database role membership for this data
31. on Databases 7 Choose New Database You will see the SQL Database Properties screen Figure 1 6 Database Properties General Data Files Transaction Log ap Name Database Status Unknown Owner Unknown Date created Unknown Size Unknown Space available Unknown Number of users Unknown Backup Last database backup None Last transaction log backup None Maintenance Maintenance plan Mone Collation name Server default ka Cancel Help Figure 1 6 8 Type the name for the FacilityPro Manager database e g FPM database 10 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 9 Click OK The SQL database is created and you will return to the Server Enterprise Manager screen Figure 1 5 10 Double click on Security 11 Right click on Logins 12 Choose New login You will see the New Login screen Figure 1 7 If you first see the warning message as in Figure 1 8 click OK first SQL Server Login Properties New Login x General Server Roles Database Access amp e FTF 4 Authentication Windows Authentication Domain GG rl Security access Grant access Deny access SQL Server Authentication Password Defaults Specify the default language and database for this login Database master Language Default Cancel Help Figure 1 7 SOL Server Enterprise Manager E4 y 1 One or more databas
32. rd_cardholder The conflict occurred in database test290607_1 table dbo cardholder column cardholderid Ignore and continue Figure 1 36 15 If a table is very large you will see a screen as in Figure 1 37 Click Yes if you want to import the data in the table mentioned and click No otherwise Importing large Paradox tables might take considerable time FacilityPro Manager able conclog contains 239144 records Continue Figure 1 37 16 When the import is complete you will hear a double beep and see the message The import has been completed You have now completed the import FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 27 1 8 Installing and starting up the collector If the terminals on the site are to be configured and audited automatically at predefined times over the network one or more work station s must be configured as collector For each terminal that is to be visited by the collector the field Collector must be filled in correctly How to install and start up the collector module on a work station Note in order to be able to execute these instructions the check box Collector must have been left checked during installation of FacilityPro Manager on this work station see Figure 1 21 1 Ensure that there are terminals in the database which have this work station defined as their collector in the field Collector see FacilityPro Manager user manual Otherwi
33. rstLSN Last LSN Server ELMO XP SQLEXPRESS Connection MC01 Wanda dI Figure 1 11 In the field To database type the name you want to give to the database see step 1 Click the radio button From device Click the browse button Click Add and browse to the bak file Click OK Click OK Click in the check box under Restore for the backup file you have added to check it Click on Options under Select a page Click in the field Overwrite the existing database to check it Click on the browse button to the right of the First file mdf shown under Restore the database as browse to the directory where all your SQL databases are stored standaard C Program Files Microsoft SQL Server MSSQL 1 MSSQL Data and double click the mdf file with the name you have chosen in step 1 Repeat the previous step for the second file ldf shown under Restore the database as choosing the ldf file with the name you have chosen in step 1 which will have log added to the name Click OK Wait for the message shown in Figure 1 12 Microsoft SOL Server Management Studio Express The restore of database aap completed successfully Figure 1 12 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc You have now attached a backup of an existing database to the SQL Server In 81 6 Defining the SQL database for FacilityPro Manager you will fil
34. s it needs to be able to initialise read or write cards with acard reader Instructions can be found in the user manual of FacilityPro Manager and are also included below How to read the cardkeys into the FacilityPro database il A WMNEHE 30 Choose menu Configuration Choose Site options Click on the tab Other Click Read Cardkeys ini Browse to the file with the cardkeys that you should have received on your cd with software or on a cd with the Omnikey CardMan PCSC card reader There are different files for different types of cards e g lt mifare ini gt or lt cardkeysmf ini gt Klik Open You do not receive any message but the cardkeys are read FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc How to insert the correct data in the work stations table 1 Choose menu Configuration 2 Choose Work stations 3 Click on the tab CIS 4 Click in the check box Enable CIS to check it and activate the CIS function for your work station 5 Click on the arrow next to the field Reader and select PCSC 6 Click on the function button Apply 7 Click on OK 1 11 Help If you need any explanation on how to use FacilityPro Manager you can find it in three ways 1 In the FacilityPro Manager user manual 2 By choosing Help from the menu Help of FacilityPro Manager This will bring the FacilityPro Manager user manual on screen for you through which you can navigate in the usual m
35. se the collector service cannot be started 2 Run the file lt col install bat gt which is in the directory C Program Files Magna Carta FacilityPro Manager bin This uninstalls the collector if it has already been installed and then installs the collector latest version If you are running this file for the first time you will receive an error message because the uninstall will fail Just run the file again and make sure you end with the message Service installed succesfully 3 Run the file lt col_start bat gt which is in the directory C Program Files Magna Carta FacilityPro Manager bin You will see a dos screen with the message starting service When the dos screen disappears the collector service has been started 4 In FacilityPro Manager you can fill in for this collector at what time and with which frequency you want the terminals that have a network connection and of which the field Collector is filled in with the name of this work station to be audited and configured By default this is once a day at midnight The collector service can be stopped and started from the tab Collector of the work stations data screen 1 9 Installing and starting up the PIM server PIM Post Issuance Management The PIM module allows you to make changes to the FacilityPro cards on site without actually having the card in hand These changes can be 1 adding value to the card balance 2 changing the user group or cost a
36. selected For example From the record list select the record that you want to delete 6 Press always refers to the keys on the keyboard The keys will have the format lt Tab gt For example Press lt Tab gt 7 Type means enter data with the keyboard the text that should be typed is presented in bold characters and between quotation marks For example Type the name of cardholder John Johnson 4 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 1 Installation 1 1 Introduction Before getting started with FacilityPro Manager you will need to install Microsoft SQL Server 2000 or 2005 or Microsoft SQL Server 2005 Express edition and you must install FacilityPro Manager on at least one work station A database must be created with the chosen SQL Server and defined as the database for FacilityPro Manager You might want to connect a PC card reader to one or several work stations This chapter describes how to install the FacilityPro Manager software on the work stations and get it up and running with an SQL Server as its database server You should have been provided with the following software and hardware 1 cd rom with the file setup exe which installs FacilityPro Manager and the FacilityPro Manager installation manual and user manual hard copy FacilityPro Manager Installation Manual hard copy FacilityPro Manager User Manual Omnikey CardMan 5121 or 5321 PC card reader optional cd rom with the
37. sting FacilityPro Manager database to SQL Server 7 Click OK 8 If you are defining a new database follow steps 9 through 12 and then continue with step 15 otherwise continue from step 13 9 Type login name and password if asked You will see Figure 1 27 FacilityPro Manager Figure 1 27 10 Click OK You will see Figure 1 28 FacilityPro Manager Lx J ome Figure 1 28 11 Click OK You will see Figure 1 29 24 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc FacilityPro Manager Do you want to import data from a PayPro Paradox database For an SQL database answer No it will be upgraded automatically Figure 1 29 12 Click No The database will be loaded with standard data after which you will see the FacilityPro Manager login screen Figure 1 30 Please continue with step 15 FacilityPro Manager Login name Password Figure 1 30 The FacilityPro Manager Login screen 13 Type login name and password if asked You will see Figure 1 31 FacilityPro Manager Database is PPM 1 version Database must be converted Figure 1 31 14 Click OK If you see a message similar to the one in Figure 1 32 click Yes You will see the FacilityPro Manager login screen Figure 1 30 FacilityPro Manager Column names in each table must be unique Column name accessforall in table dbo terminal is specified more than once Continue and ignore errors IALTER TABLE dbo term
38. w to un install FacilityPro Manager from a work station Nm KR W DY FP Click on the Windows Start button Choose Settings Choose Control Panel Double click Add Remove Programs Select FacilityPro Manager from the list Click the Add Remove button You will see the message Are you sure you want to completely remove the selected application and all of its components Click on Yes 1 6 Defining the SQL database for FacilityPro Manager How to define the SQL database for FacilityPro Manager IK WP PR Click on the Windows Start button Choose Programs Choose FacilityPro Manager Choose FacilityPro Manager You will see the Select Database screen of FacilityPro Manager Figure 1 26 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc 23 Select the database Database Usernamepassword Figure 1 26 The Select the database screen of FacilityPro Manager 5 Type the server name of your SQL Server it should be the Windows name of your computer followed by SQLEXPRESS for Express edition if you use Microsfot SQL Server Studio Express see step 4 of 81 3 1 or 81 4 1 1 or 81 4 2 1 6 Type the database name that you entered in step 8 of 81 3 1 Creating a new SQL database with SQL Server Management Studio Express or 81 3 2 Creating a new SQL database with SQL Server Enterprise Manager or the name of the database that you attached to your SQL Server in 81 4 Attaching an exi
39. y which databases can be accessed by this login click in the checkbox next to the database defined in step 10 to check it Under Database roles for this database click in the checkbox next to db_owner to check it This assigns the right to enter the database to the login name we are creating Click OK You will see the SQL Confirm Password screen Figure 1 10 Type the password entered in step 17 Click OK You will return to the Server Enterprise Manager screen Figure 1 5 You have now attached a copy of an existing database to the SQL Server In 81 6 Defining the SQL database for FacilityPro Manager you will fill in this database as the database to be used by FacilityPro Manager 1 5 Installing FacilityPro Manager Before installing FacilityPro Manager you must create a new database or attach an existing database with your SQL server see 81 3 Creating a new SQL database for FacilityPro Manager or 81 4 Attaching an existing FacilityPro Manager database to SQL Server Otherwise you 20 FacilityPro Manager user manual MAN7 FPMI UKED 3402 doc will not be able to define in FacilityPro Manager which SQL database is to be used see 81 6 Defining the SQL database for FacilityPro Manager In order to manage a site with FacilityPro Manager you will have to install the program on one or more computers which we call the work stations For each work station you must follow the procedure describ
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