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Portal Software User Guide

1. a Select Access group that the new card holder will belong to from the drop down list You may leave the default Master access group If so desired If access groups were not previously configured you will need to save new card holder close the form and go to Switchboard gt Access groups or Tools gt Access groups to create access groups b Select the Status of new card from the drop down list Available options are Active Destroyed Expired Inactive Lost Stolen Suspended c Configure the new card s Start Date and Expiry Date The card will not be accepted when presented to the reader s before the Start Date or after Expiry Date This feature is very useful for temporary employees visitors and new hires that have not resumed their employment yet Check off Never checkbox to disabled the Expiry Date Check off Ignore anti passback checkbox for the new card holder if so desired All configured anti passback will not apply to this card if this option is selected Chapter 2 Portal Most Commonly Used Functions Managing Card Holders 8 In Contact area a Select Company from the drop down menu if several companies use the same card access database If an additional company name needs to be added or company name needs to be edited you will need to save new card holder close the form and go to Tools Setup gt Infrastructure gt Company Info To edit exiting company information click Edit Company properties click Prop
2. Actions allow establishing a link between the inputs and outputs connected to the Controller For example if the motion is detected by the connected input the output alarm device will be turned on To create an action for a configured input do the following 1 Select it in the tree list on the left hand side right click and select Add new action from the context menu In the example below action was created for Input 1 on the Access Point A The properties for the new action are dis played on the right side Controller Properties General Access Point A Access Point E M Enabled Harme west Door le DNA camera number Reader Inputs 1 Motion sensor Enabled 2 Not Defined 3 Not Defined 4 Not Defined Dubputs Overnde shared properties Enter the Name for the created action For simplicity it is recommended to give the actions unambiguous names A Motion sensor Alarm on Mobon Dete properties W Enabled Marne la mon Motion Detechon Schedule Weekends and Holidays Source event Input Alen Tag AA e Targel action On Duration sec ho Check off Enable checkbox to enable the new action e g Alarm on Motion Detection etc Configure the action Schedule by selecting one of the previously configured schedules from the drop down menu This schedule will determine when the action is active In the example above Action 1 on Input 1 Access Point A is active ba
3. LO Data 1 white 0319 0318 Zna 00 The two supported readers may be used on two separate access points doors for the IN access to the premises or on a single access point door for IN access DUT confirmation 06 Chapter 4 Appendix Connecting Multiple Controllers into a Network RS 485 1 Tip To prevent interference avoid mounting the readers back to back Use shielding between back to back readers to prevent interfer ence 271 Note Skip this step if only one 1 Portal Control ler board is used lt Note Up to 16 Controller boards can be used in a single network When installing two readers back to back on opposite sides of the wall at a doorway interference may occur preventing the normal operation of the readers Avoid installing the readers back to back instead space them out along horizontal axis In addition insert metal between the back to back readers for example aluminum foil spread out in the space between the drywall or a metal sheet larger than the reader between one reader and the wall behind it A metal shield behind a reader will shorten its read range in front of the reader Depending on whether readers are used on two or one access point door the designations for input and output devices will change See Card Access Controller Wiring Diagram and Connecting Inputs to Controller Connecting Outputs to Controller sections for more information Please also refer to Aladdi
4. Name Controler 1 SE Comer Address 1 Y Access points per contober 2 one reader per door C 1 two readers per door Access Point A Access Point B Name SowhDeot Name EsstDoor W Request To Est ATE IM Request To Ext RTE Door Contact DC lM Door Contact DC i Door Lock i Door Lock Other functions Low battery W Power failure i Tamper Advanced Setup Q Important a Name the Controller It is good practice to name the Controller according to its physical location in the facility This will simplify the servicing procedure later on To use this setup window you must abide by default wiring recommendations See Card Access Controller Wiring Diagram and b Depending on whether both readers are used on the same access point door or on different doors select the Connecting Inputs to Controller Connecting appropriate radio button in Access points per Controller f 1 two readers per door option is selected Outputs to Controller sections for more in Access Point B will be disabled below as well as RTE device for Access Point A since Reader B will be essentially formation If the devices were wired differ used as RTE device ently use Advanced Setup c Check off all the devices connected to Access Point A and or B Request to Exit Door Contact and Door Lock If both readers are being used on the same door make sure to wire Door Contact input and or Door Lock output to Reader A Chapter 1
5. Portal Card Access System User Guide Rev 090831 2008 isDVR International Inc The contents of this user manual are protected under copyrights and computer program laws POT Tal CARD ACCESS SYSTEM Portal Card Access System User Guide by Bob Hoang Training Manager Mykone Saunders Creative Producer and Olga Alexeenko Technical Writer Editor Copyright 2008 DVR International Inc All rights reserved No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or by any information storage or retrieval system without the prior written permission of the copyright owner and the publisher Portal is a registered trademark of DVR International DVR reserves the right to change the contents of this manual without notice Disclaimer The Portal User Guide is provided as s without warranty of any kind expressed or implied including but not limited to performance merchantability or fitness for any particular purpose Neither DVR Inter national Inc nor its dealers or distributors shall be liable to any person or entity with respect to any liability loss or damage caused or alleged to have been caused directly or indirectly by this information Furthermore DVR International Inc reserves the right to revise this publication and to make changes to the content at any time without notice This manual offers the easiest most effi
6. Configure the Duration sec time for the new action This time will specify how long the target output will remain active inactive depending on Target action In the example above Alarm output will remain ON for 10 seconds when Input Alarm is detected on Input 1 It is possible to set unlimited duration time to do so select Forever from the drop down menu 9 Repeat steps 1 8 to create additional actions if so desired 10 To save the settings and close Controller Properties window click OK 38 Chapter 3 Advanced Setup O Important Anti pass back will be forgiven at midnight of each day Configuring Anti Passback 3 3 Configuring Anti Passback Anti Passback is a feature that against more than one person using the same card or number by preventing successive use of one card to pass through any access point in the same direction This feature is optional and may be used in higher security applications To configure Anti Passback feature do the following Go to Tools gt Setup gt Access Control gt Anti Passback gt Edit Anti Passback properties The Anti Passback window will be displayed Portal Card Access System offers two types of Anti Passback Timed and Standard These two anti passback types are mutually exclusive which means that each Controller on the network may participate only in one type of anti passback at a time Timed Anti passback prevents the use of the same card on the same Reader door fo
7. Baud Rate Maximum Cable Length RS 232 9 600 150 feet 50 meters 19 200 DO feet 15 meters 38 400 46 feet 12 meters 115 200 12 feet 4 meters Communication to the host computer via RS 232 serial COM port RS 232 Controller to Host PC Connection Controller DB9 Connector DB 25 Connector Tx PIN 2 PIN 3 Rx PIN 3 PIN 2 GND PIN 5 PIN 7 4 1 6 1 Serial to TCP IP Converter Board If Serial to TCP IP converter board 13 S2E was purchased as a part of the optional system upgrade you will need to connect the converter to the 5 pin ethernet connector on the Controller board See Card Access Controller Wiring Diagram 02 Connecting RS 232 DB9 Cable to First Controller Chapter 4 Appendix to locate the ethernet connector on the P CA288 board Then connect the Ethernet connector to Local Area Network and connect the Host PC to LAN as well Set the converter s IP address with the dedicated software application found on the software CD that is shipped with the system During Portal Card Access System software installation enter the converter s IP address and port number in the Controller Connection setup The default port number is 10001 4 1 6 2 Configuring IP Address for TCP IP Converter The IP address of the TCP IP converter is configured with the Lantronix software that can be found on Portal Card Access system CD that is shipped in the accessory box Follow these instructions to configure the IP address for TCP IP
8. Initial Software Installation and Setup Basic Portal Software Configuration Note that to be able to check these devices in the Quick Setup you must abide by default wiring recommendations See Card Access Controller Wiring Diagram and Connecting Inputs to Controller Connecting Outputs to Controller sections for more information d Check off all used devices under Other functions category Low battery Power failure Tamper Please note that an additional battery must be purchased to use Low battery and Power failure functions Portal Card Access chassis P PORTALCHASSIS comes with a N C tamper switch for Tamper detection All these inputs must be properly connected to the Controller board in accordance with wiring recommendations See Card Access Controller Wiring Diagram and Connecting Inputs to Controller Connecting Outputs to Controller sections for more information e Click OK once the Controller setup is complete f Repeat above steps for all detected Controllers 9 The configured access points will be added as separate entries in the Controller setup The Controller panel will be displayed in the Hardware Monitor below Portal Card Access Syslem amp Fie View Controls Tools Reports Help E AZ x ontrodler 2 recond 1 Fl Controller Shared Properties BA AntiPassback Facility Codes Card Holders MM Schedules B Access Groups KE Holidays Thu Feb 07 03 55 06 PM This completes th
9. Switchboard Easy access to most commonly used software features Quick access buttons New Card Holder Find Card Holder s Direct Control Working Hours Report Event Report li Log Monitor see the real time list of event logs iii Card Holders see the full list of all added card holders iv Schedules see the list of all added access schedules v Access groups see the list of all added access groups Setup Full software setup i Access Control Connection Controllers Controller Shared Properties Anti Passback Facility Codes Card Holders Schedules Access Groups Holidays li Infrastructure Company Info Departments Titles Employment Categories Countries Provinces Chapter 2 Portal Most Commonly Used Functions Navigating Portal Software ii Application General Preferences Log Monitor Preferences Operator Groups Operators 4 Log Monitor Navigation window Log monitor entries and software detailed settings will be displayed in this window 5 Hardware Monitor panel Monitor your Controller connections as well as tamper power failure and low battery events A Warning signal will be flashing on the Hardware monitor panel until the detected problem is resolved Doble click on the flashing symbol to see the Trouble Report 6 Status panel Status panel displays the current date and time the name of a current software operator e g Ad ministrator and the name of a currently displayed software section e g L
10. and click Close 11 Go Start gt All Programs gt Lantronix gt Devicelnstaller gt Devicelnstaller to launch the Lantronix Devicelnstaller application 12 If you have multiple network adapters network cards on your PC click Yes in the Multiple Network Adapters Present window then check off the desired Local Area Connection to be used in conjunction with this application and click OK This step does not apply if you have only one network adapter installed on your PC the default available Local Area Connection will be selected automatically CE Options e Network Customization Lise the Following network adapter Name IP Address Subnet mask L Local Area Connection 2 10 168 1 3 255 255 255 0 E Local Area Connection 192 163 10 115 255 255 255 0 13 In the Lantronix Devicelnstaller application window click the Search button to search for the TCP IP converter on LAN B Lantronix Devicelnstaller 4 1 0 10 Fie Edit View Device Tools Help Fig Lantronix Devices 0 device s Type Name Group IPAddes Hardware Address Status ele Local Ares Connection 192 163 10 115 14 The XPort Direct device will be displayed as shown in the image below Write down the Hardware Address displayed for XPort Direct device in the right window pane then click the Assign IP button 04 Chapter 4 Appendix Connecting RS 232 DB9 Cable to First Controller Pw Lantronix Devicelnstaller 4 1 0 10 Search Assi
11. converter 1 Connect the RJ45 network cable to LAN switch hub etc on one side and to TCP IP converter board on the other side 2 Connect the TCP IP converter board to the 5 pin connector on the Controller board 3 Open the Portal Card Access System CD and locate Lantronix folder 4 Double click the Launch exe file inside the Lantronix folder 5 The Xport Direct Device Server wizard window will be displayed Click on Devicelnstaller option 6 Lantronix Device Installer wizard window will be displayed Click Next 7 In Select Installation Folder screen select installation drive and folder by clicking Browse or keep the default in stallation folder recommended Select Everyone radio button and click Next 12 Lantronix Devicelnstaller 4 1 0 10 Select Installation Folder The installer will inetall Lantronix Devicelristaller 4 1 0 10 to the following folder To mistall m thes Folder click Nest To install to a different folder entes it below of chick Browse Desk Cost Install Lantronix Devicelnstaller 4 1 0 10 for yourself or for anyone who uses this computer Evesyone O Just me Cay 8 In Confirm Installation screen click Next to proceed with the installation 9 Wait while the Lantronix Devicelnstaller software is installing onto the local system 03 Chapter 4 Appendix Connecting RS 232 DB9 Cable to First Controller 10 Wait for the Installation Complete screen to be displayed
12. groups that will have access to the selected Access Point Uncheck those groups that will not have access to the selected Access Point If access groups were not previously configured you will need to close the form and go to Switchboard gt Access groups or Tools gt Access groups to create access groups 3 Select access schedule for each access group from corresponding drop down menus In the example above all card holders that belong to Senior Management and Contract Employees groups will be able to enter West door at all times all card holders that belong to AIl Full time Employees access group will have access to West door based 32 Chapter 3 Advanced Setup Q Important After making changes to this form manually upload settings 4 Configuring Reader Settings on Workdays schedule while all card holders in the Cleaning Staff access group will have access to West door based on Weekends Only schedule If schedules were not previously configured you will need to close the form and go to Switchboard gt Schedules or Tools gt Schedules groups to create schedules Click OK to save changes and to close the form 3 2 2 Configuring Reader Settings To configure additional Reader settings do the following 1 3 In the Controller Properties window the operator may Enable Disable the reader rename the reader and associate the access point with a specific DVR camera provided that the connecti
13. in the Portal Log Monitor On double click the DVMS will open the corres ponding video channel in the SRX Pro Search mode The exact moment of the event occurrence will be displayed in the search mode 44 Appendix Topics Covered e Step by Step Hardware Installation Guide e Card Access Controller Wiring Diagram e Portal Card Access System Specifications e Status LED s and Reset Button e Glossary 49 Chapter 4 Appendix i Tip Take time to carefully label all connections this will simplify the servicing procedure later on D Caution Any deviations from recommended installa tion sequence may result in the loss of product warranty Warning Do NOT apply power to the unit until all in stallation steps including wiring mounting and grounding have been correctly com pleted Remember to turn the power OFF when servicing the panel Step by Step Hardware Installation Guide 4 1 Step by Step Hardware Installation Guide Thank you for purchasing Portal Card Access System a product of DVR International This step by step manual describes the current installation considerations for the Portal Card Access system The following document is designed to help a qualified technician to complete the installation safely and effectively Before proceeding with the installation please read the Installation Guide thoroughly and follow the instructions exactly The following steps must be completed in order to set up
14. left to right LED 9 Power ON LED 8 RS 232 Receive Rx LED 7 RS 232 Transmit Tx LED 6 RS 485 Receive Rx LED 5 RS 485 Transmit Tx Reset Button is used to erase RAM 4 4 1 Firmware Update Portal Card Access system is always shipped with the newest available firmware and does not need a firmware update However in the unlikely event that the firmware will need to be upgraded in the future follow the instructions below For firmware update use Philips LPC2000 utility located on the software CD shipped with your Portal system Firmware may only be updated via RS 232 connection therefore in case of a network with multiple Portal Controllers you may only upgrade firmware of the Arst Controller on the network through the Host PC To upgrade the firmware on the remaining Controllers it is recommended to use a portable laptop with previously installed Philips LPC2000 utility 1 Connect the serial COM port on the laptop to the RS 232 port on the Controller 2 Turn the dip switch to the ON position on Controller board 3 Run the Philips LPC2000 Flash utility on the laptop 4 In the LPC2000 Flash Utility window select the correct COM port number ko LPC2000 Flash Utility PHILIPS LPC2000 Flash Utility V2 2 3 Flash Programming Erase Blank Filename TE Ernie Device eee 7 Selected Sectors Lise Baud Aste Start Sector foo seno B Upload bo Flash E Erase Compare Flash __ tee End Sector Ta
15. passback violation log will be generated in this case use the sample floor plan image as a guide to better understand these settings 3 3 2 Configuring Standard Anti Passback Q Important To configure Timed Anti Passback do the following Standard Anti passback is configured separ i i ately for each aie i i 1 Click Standard tab in the Anti Passback window A list of all Controllers with their enabled readers will be displayed Anti Passback Timed Standard W Enable Type Set individually Share Hard Checked Controllers that val support standard ant passback y 3 amp West Door In Out H B South Door In Out r 2 East Door In Out N 7 B Morth Door In Out A Front Door InfOut N 7 B Back Door In Out iY 4 Electrical Room amp Reader In In Out uN E Reader Out In Out jou T View summary 2 In the Type area select Set individually radio button to set individual anti passback type for each participating reader Chapter 3 Advanced Setup o Important After making changes to this form manually upload settings Configuring Standard Anti Passback OR select Share radio button to set the same type all participating readers If Share option has been selected set the type time from the drop down menu Available type options are Soft and Hard Anti passback type determines whether or not access will be granted in the event violated anti passback In
16. readers are used on the same access point only AQUT1 terminal should be used for electronic locking device output Network consists of linear connected Controller boards daisy chain network A single network supports up to 16 Controller boards and up to 32 readers Controller board network can be connected to the user PC or DVR via serial or TCP IP connection The latter requires a converter Reader Card Reader a hardware device that is connected directly to the Controller board and is mounted outside and or inside of the secured area door cage Each Controller board accepts a maximum of two readers Reader A and Reader B Request to Exit RTE a device that is connected directly to the Controller board s input terminal and is mounted inside the secured area e g an exit button motion detector etc RTE device allows releasing the door without having to scan the card 66 Index A access groups 16 actions 3 add a new card 12 add a new card holder 12 add controller 30 add holiday 21 add new access group 16 add new schedule 19 anti passback 39 anti passback standard 41 anti passback timed 40 assign access group to card holder s 17 assign access point s to access groupls 32 auto unlock schedule 33 basic Portal setup 4 browse through card holders 15 C card holder list 15 card holders 12 COM connection 4 configure access group 16 configure controller ID 49 configure ext
17. the Portal Card Access system Step 1 Unpacking the Portal Card Access system and identifying system components Step 2 Mounting Portal Card Access system on the wall Step 3 Grounding Portal Card Access system Step 4 Setting Portal Controller board s ID Step 5 Connecting Power board s to Controller board s Step 6 Connecting DB9 cable RS 232 to first Controller board in the daisy chain Step 7 Connecting Readers to their respective Controller board s Step 8 Connecting multiple Controller boards into a daisy chain RS 485 network if applicable Step 9 Connecting Inputs to the Controller board Step 10 Connecting Outputs to the Controller board With any further questions or concerns visit our website at http www i3dvr com or contact our technical support team at 1 877 877 7241 4 1 1 Unpacking Make sure all the parts listed below have been included Power Board P PWR U023 and Portal Controller boards P CA288 come pre mounted inside the Portal chassis P PORTALCHASSIS The accessory box P ACCESSORY along with the installation manual P PORTALMANUAL will be resting on top of the mounted boards inside the chassis 46 Chapter 4 Appendix PArTaL Chassis X 1 PATEL Accessory Box X 1 Unpacking TCP IP Converter TEL IEE A Ed EH HE a Board X 1 optional E ooo ih Installation Manual X 1 j Powar Board X1 ER Portal Controllar X 1 ETEL wU Key Fob X2 Battery Brack
18. 0 U unpacking 46 upload settings 2 W working hours report 24 60 lt PDVR IN v TERNATIONP RE PDVR INTERNATIONAL INC THANJUSTA 1 866 840 0004 U S A 415 Lawrence Bell Drive Canada 780 Birchmount Road www 3dvr com Suite 2 Williamsville Unit 16 Scarborough NY 14221 ON M1K 5H4
19. 1 G G N N P P 0 Chapter 4 Appendix Connecting Inputs to Controller 4 1 9 Connecting Inputs to Controller Each P CA288 Controller supports two sets banks of four inputs with one common terminal one bank of inputs per each reader Note that even if only one reader is used per Controller all 8 inputs may still be used All inputs can be individually programmed in Portal software application via host PC Six circuit types are supported A log will be generated for each change of state in the Portal software application 1 Normally closed Two states 2 Normally open Two states Alarm Restore Alarm Restore 3 Normally closed with 1 resist i 4 Normally open with 1 resistor 1K Ohm L or Three states Alarm Restore Three states Alarm Restore Trouble Trouble 5 Normally closed with 2 resist ors Four states Alarm Restore Trouble Open Circuit Trouble Ss Short Circuit 1K Ohm 6 Normally open with 2 resistors 1K Ohm Four states Alarm Restore Trouble Open Circuit Trouble Short Circuit The Controller inputs are used for RTE Request to Exit devices Door Contacts Tamper Low battery and Power failure inputs as well as General Purpose inputs Below is the standard wiring chart for both input banks Follow this chart exactly to use the Quick Setup function when configuring the system inside Portal software application If each reader is used on
20. 26 bit less secure and SUVA proprietary 46 bit more secure The cards for Portal Card Access must be ordered from DVR International Access Point a controlled opening e g door One or two readers may be used per access point Controller Board the brain of the Portal Card Access System Each board accepts a maximum of 2 readers and 8 digital inputs The Controller contains 4 form C dry contact relay outputs and 4 electronic outputs The board establishes a two way communication with Portal Card Access software via Serial or TCP IP communication The Controller board ID is assigned by the Controller ID dip switch Controller ID Dip Switch located on the Controller and used to assign ID number to the Controller set the Controller baud rate set the Controller to firmware upgrade mode and to terminate data transmission in case of a longer cable run Door Contact a magnetic contact mounted on the frame of the controlled opening Door Contact should be connected to AIN2 and BIN2 input terminals on the Controller board Only one Door Contact should be used per access point door therefore if both readers are used on the same access point only AIN2 terminal should be used for Door Contact input Electronic Locking Device releases when a valid access card is presented to the reader One Door Lock output must be enabled for each access point Only one electronic locking device should be used per access point door therefore if both
21. Card Access System software allows generating two types of reports Working Hours Reports to track employee attendance and Event Reports to monitor system events such as access and alarm logs Three additional buttons are available on Control Panel for generated reports o Export generated report into Excel format E Print generated report default printer Clear report results The generated custom reports can be saved for future reference To save a report go Reports gt Custom reports gt Save Unlimited number of custom reports can be saved To save a copy of rename or delete a saved report go to Reports menu Custom reports and select a saved report Once the report is displayed in the Navigation window go Reports gt Custom reports gt Save As Rename or Delete 2 7 1 Working Hours Report Working Hours report allows calculating the number of hours that passed between the first and last time the card holder s card was presented during the day Working Hours report can be used for attendance purposes however it is not designed for accounting payroll purposes as the results may not be completely accurate e g card holder forgets to present the card to the reader before leaving work To generate a Working Hours report click Working Hours Report quick access button on the Switchboard or go Reports gt Working hours report New report form will be displayed in the Navigation window Current report New repor
22. Custom fe All settings to all controllers fv 1 Sv Comer H All settings to S Comer Device properties Cards Schedules EX Holidays y Date amp Time Press Start button to start uploading After selecting upload type Update only Selected settings to all Controllers Custom click Start and wait for Uploading completed message to be displayed then Close the window 28 Advanced Setup Topics Covered e Adding Deleting Controllers e Configuring Readers and External Devices inputs outputs e Configuring Anti Passback e Configuring Text Overlay for DVMS 29 Chapter 3 Advanced Setup Adding Deleting Controllers 3 1 Adding Deleting Controllers During Portal initial setup all Controllers are detected automatically however if a new Controller is added to the install ation it needs to be initialized and configured first To add a new Controller do one of the following Go to Tools gt System Utilities gt Detect new Controllers Then repeat Steps 6 9 of the Basic Portal Software Configuration OR Go to Tools Setup gt Access Control gt Controllers In the Controller Navigation window right click and select Add new from the context menu Quick Controller Setup will be displayed Provided that the standard wiring recom mendations were followed for the new Controller use Quick Controller Setup to configure new Controller and all attached devices To delete a Controller do the
23. Each time group has two active time frames intervals if only one time frame is required do not configure the second time frame By using active time frames the operator may exclude certain time period from the time group Example To create a working hours schedule that will exclude the lunch hour 12 00 PM 1 00 PM configure two active time frames 8 00AM 12 00PM and 1 00PM 5 00PM The number of active time frames can be expanded to four 4 if required To increase number of active time frames right click inside the schedule form and select Add time frame from the context menu Chapter 2 Portal Most Commonly Used Functions Managing Schedules O Important After creating new schedules manually up load settings New Schedule General Mame workdays Access schedule Always Never Active time frame 1 Active time frame 2 E 03 00 AM 06 00 PM 12 00 AM 1200 AM gt gt gt Holidays Copy from existent schedule To configure new schedule do the following 1 Enter schedule Name For simplicity it is recommended to give the schedule unambiguous names e g Workdays Weekends only Workdays and Weekends 9 to 5 etc 2 Check off Never checkbox for all days that will be completely excluded from the access schedule In the example above Saturdays Sundays and Holidays are excluded from Workdays schedule 3 Check off Always checkbox for all days that are included in the access sc
24. S 485 cable run exceeds 300 m turn dip switch 8 to the ON position on the ast Controller board in the daisy chain 60 Portal Access Controller 13 CA288 Wiring Diagram Connect O O RS 485 to Additional Portal A z5 Q Dip Switch Controllers Single twisted ue 2 i hielded ie 22AWG gt o m pair shielded to a 0 0 0 O 9 ALLA up to 4000 ft 1200 m 5 PIN CONNECTOR gt f 2 z Baud Rate 9600 lo sl HR 0 To Power Y 38 SHIELD Converter 12 VDC 5 85 X Board GND S A 253 I 6 a iy x J be So 1st Controller de E E l N N AY Ir S S J S 2 S mA ES AY 3 Lo a va AN 12 VDC S A _ uml 8 12 VDC S e gt DATA 1 S Data S e 5 S Data 1 z u D u a pea i o Red LED gt m Red LED Green LED om S nwe 33 zE S Green LED om 3 S M Eg E S 3 om 5g S Gi S 33 3393 4 RELAY B RELAY LEDs 4 gt 39 AS 12vDC gt S 12v00 SZ w GND amp z amp GND O use only when ground use only when ground connection is available and required connection is available and required by the electronic output device SSSSSPTTTESSSV
25. Ties X 8 Screws X5 Additional parts required for each Controller not included in the package e 24 28 AC 40 VA 1 3 Amp Transformer e 12V Battery recommended 7 0 Ah It is the installers responsibility to purchase and install additional required parts A 24 28 AC transformer is required to convert commercial 110 AC to 24 VAC accepted by power board P PWR U023 Power board will then convert 24 VAC to 12 VDC accepted by Portal Controller board P CA288 Compatible battery type 12V rechargeable battery recommended rating of 7 0 Ah The unit will operate normally without a battery however battery operated power backup is highly recommended to prevent Portal system downtime due to power failure 4 1 2 Mounting Portal Card Access System Mounting e The operating environment for the Portal is 0 to 0 C 35 150 F and 20 80 RH non condensing e The dimension for the Portal chassis is 14 H x 11 W x 3 Y D 35 56 cm H x 29 85 cm W x 8 26 cm D e Screw the Portal chassis onto a secure wall 48 Chapter 4 Appendix Grounding Portal Card Access System Mounting holes are 1 5 38 mm from the top bottom 1 14 29 mm from the side 4 1 3 Grounding Portal Card Access System Grounding the Portal metal chassis box is very important to prevent damage due to lightning or static discharge Direct grounding of the chassis is essential and can be done by connecting a 16 AWG or heavier cable to earth ground T
26. VY by the electronic output device O O O Input Controls B Relay Output Controls A B Input Controls A Request to Exit 2C0M 2NC 1NO 1COM 1NC OOOOOG Request to Exit Door Contact Door Contact Tamper Power Failure o General Purpose Low Battery Typical 24 VAC 12 VDC Door Power Supply when two readers are used on the same door use as Strike when two readers are used on the same door use as general purpose input general purpose input 2NO 2COM 2NC 1NO 1COM 1NC Relay and Electronic Outputs B Relay and Electronic Outputs A Door Lock General Purpose Door Lock General Purpose g sinding ejay g sinding ejay General Purpose General Purpose g sinding 914011393 g sinding 91401139 3 Typical Magnetic Lock _ A General Purpose General Purpose 24 VAC 12 VDC Power Supply when two readers are used on the same door use as general purpose output when two readers are used on the same door use as
27. WA Intemational Department Training Category Full time Hide details Cancel To open specific card holder s record double click on the desired entry in the Card holders Navigation window To browse through the entire list of all card holders do one of the following In the Switchboard select Card Holders option OR In the Navigation Panel click the Setup gt Access Control gt Card Holders OR Go Tools gt Card Holders In the Card holders Navigation window the records can be filtered based on Company name Department and or employment Category Chapter 2 Portal Most Commonly Used Functions Managing Access Groups 2 3 Managing Access Groups Access Groups allow limiting access of a group of people based on access points doors and or schedules Access groups may be assigned to individual card holders and multiple card holders may be assigned to the same access group Each card holder may only belong to one access group By default all new card holders are assigned to the default Master access group that gives card holders access to all access points doors at all times Due to the relationship of software settings the following should be configured prior to adding a new access group 1 Access points 2 Schedules if custom schedules will be used To browse through a list of available access groups do one of the following In the Switchboard select Access groups option OR In the Navigation Panel cl
28. a separate access point for IN access e Connect each reader s RTE device to AIN1 and BIN1 inputs on Controller board respectively Skip this step if no RTE devices are used e Connect each reader s Door Contact to AIN2 and BIN2 inputs on Controller board respectively Skip this step if no Door Contacts are used Door Contact is a magnetic contact that is mounted on the frame of the controlled opening e g door Door contact is used to monitor the door status and to detect such occurrence as forced entry door held open alarm warning The Portal software recognizes Door Contact states generates emergency logs and uses the local alarm if enabled when forced entry or door held open is detected Only one Door Contact input should be used per access point door therefore if both readers are used on the same access point only AIN2 terminal should be used for Door Contact device Connect Tamper input to AIN3 input on Controller board Portal Card Access chassis P PORTALCHASSIS already comes with a N C tamper switch for tamper detection no additional hardware is needed Skip this step if you choose not to use Tamper input Connect Low battery sensor to AIN4 input on Controller board and to the appropriate terminals on Power board P PWR U023 Skip this step if no Low battery input is used In case when a low battery level is detected by Power board P PWR U023 AIN4 Input on Controller board will be triggered and an emergency log will be g
29. able If the employee does not have a unique employee number the program will automatically assign the next available number in a sequence 3 Enter employee First Last and Middle if applicable names 4 Select employee card Facility code from the drop down menu The facility code is first number printed on the card see image If facility codes were not previously configured click Add new button and add all used facility codes 5 Enter employee Card number The card number is the second number printed on the card see image 6 Click OK to add new card holder or click Show details to add additional employee information If Show details button was clicked complete form will be displayed see example below Chapter 2 Portal Most Commonly Used Functions Managing Card Holders New Card Holder General Employee number EE First name Ola Facility code o e Add new Last name dlexeenko Card number BBB 0 anake anaaga i30UR facility code card number Security options Access group All Full time Employe Status Active Start Date sat Map 01 2004 Expiry Date iv Never Ignore anti passback Contact Company BOWA Intemational gt Department Training Title Technical writer Category Fulltime x E mail olga iSdv com Phone 4162612266 Ext 135 License plate NA lf Photo File name DAE mplovee Images Dlga lezeenko jpg ten Hide details 7 In Security options area
30. ard Access Controller Wiring Diagram for more information 7 To save the settings and close Controller Properties window click OK 30 Chapter 3 Advanced Setup Configuring Input Settings 3 2 4 Configuring Input Settings VT Tip To configure input settings do the following Use this form if the common inputs such APE MNO URC Dau Fale ae 1 Select Inputs entry in the tree list on the left hand side then select one of the four available inputs Some inputs Battery and or Tamper were not wired ac may already be reserved by Request to Exit device Door Contact Power Failure Low Battery and or Tamper devices cording to Card Access Controller Wiring In the example below Input 1 is selected The properties for this input are displayed on the right side Diagram The input number 1 2 3 or 4 is determined by the port on the Controller which the input is physically connected to Please consult Card Access Controller Wiring Diagram for more information Controller Properties General Access Point A Access Point M Enabled Marne west Door lf DWA camera number Input properties W Enabled 2 Not Defined ana Not Defined Marne obon sensor 4 Hot Defined Gee Dutputs Function type General purpose ts Overnde shared properbes E Circuit type Normally Closed Two states F Input schedule Weekends and Holidays Abot delay time 5 ki Minutes 2 Check off Enable checkbox to enab
31. ay still be open 00 Chapter 4 Appendix Connecting Reader s to Controller 4 1 7 Connecting Reader s to Controller Er Note Each Portal Controller board supports up to 2 two proximity readers P ALADDIN24 readers A and B The readers l support Wiegand output 26 bit and or i3DVR proprietary format 46 bit This step may also be completed after sys tem mounting Follow the Card Access Controller Wiring Diagram as well as a wiring diagram below to properly connect each reader to Portal Controller board GP Note Complete this step for each Portal Controller boards All access cards P PORTALCARD purchased from DVR are 46 bit i3DVR pcia Seven wires from each Reader must be connected to the Portal Controller board terminals format Wire Color Controller terminal Purpose dD Important orange not used cut and tape The cable run from the reader to Controller violet not used cut and tape board must not exceed 1000 ft 305m Shielded Straight 22 AWG 6 Stranded cable blue not used cut and tape must be used for this connection red 12V 12VDC power black GND ground white D1 Data 1 green DO Data 0 yellow BUZ buzzer optional brown GLED green LED silver shield shield earth ground at panel Tip Buzzer optional is used to sound local alarm in case of detected forced entry and door held open Buzzer is also used to indicate that the card has been successfully read by the reader device Ground black AS OND Acl
32. cient way of wiring and configuring Portal Card Access system In most cases customization can be made at the installer s discretion DVR will not be held responsible for system malfunctioning as a result of improper wiring and or configurations The Quick Setup function in Portal software application may only be used if the suggested wiring standards are followed This manual is consistent with Portal Card Access System software v 2 0 FCC This device complies with part 15 of the FCC Rules Operation is subject to the following two conditions 1 This device may not cause harmful interference and 2 this device must accept any interference received including interference that may cause undesired operation Address ISDVR International Inc e 780 Birchmount Road Unit 16 e Scarborough e Ontario e Canada M1K 5H4 Tech Support 1 877 877 7241 Web Site www i3dvr com Table of Contents a A II O 1 lea NStaMNGsh ortals oita e ON HOSE PGs stax tea A Do eka ag line bon 2 SA O A O A 4 A al uoA A PP rn 0 ZW Noa AS OO aI 000 OA 0 E A 9 IA A e UE CE A et aaa 12 A I ae mo nn nT oP De RO 15 2 NAMA GIG ACCESS VOU DS a RA ANA IS 16 2 AA A eau ete aae ects O EE a 19 Die MAN GOING MONA A A A 21 PAATE E E A E AE EEO AE E E E E EN 22 2 NS EE EEEE EEE ias 24 LA ONS asec anh ceo T E T O A EE 24 LAN A a a e o a taal al in de 25 A A A A A atone haces 2 AAC A AA AA AAA E matemetaeatnees 29 A A A A A TOA 30 3 2 Configuring Readers and Exte
33. device connected to the Controller select either Access Point A or Access Point B tab de pending on which side of the Controller the device is physically connected to Please consult Card Access Controller Wiring Diagram for more information 3 2 1 Assigning Access Points to Access Groups Due to the relationship of software settings the following should be configured prior to assigning access points to access groups 1 Access groups if used 2 Schedules if custom schedules will be used selected Controller can be assigned to a previously configured access groups which may make the setup process much faster To assign Controller to access groups right click on the desired Access Point on the list and select Assign to access groups from the context menu Assign Controller to Access Groups window will be displayed Note that all enabled access points from all Controllers are automatically added to the Master access group however the new access points have to be manually assigned to all custom access groups Assign Controller to Access Groups General Controller Info Controller SW Corner Access Point amp West Door Access PointB South Door Access Pont A Access Point B Checked assigned access groups i All Full time Employees Wokdays l W Senior Management Always if Cleaning Staff weekends Ony l W Contract Employees Always o Cancel 1 Select desired Access Point tab in the window 2 Check off all access
34. e initial Controller installation Portal Most Commonly Used Functions Topics Covered e Navigating Portal Software e Managing Card Holders e Managing Access Groups e Managing Schedules e Managing Holidays e Direct Control e Generating Reports e Settings Upload This chapter will demonstrate the usage of Portal most commonly used features The sections are offered in a logical order that will reduce software setup time This chapter covers card holder and access group management access schedules generation of working hours and event reports direct control of the access point input output configurations as well as anti passback features Chapter 2 Portal Most Commonly Used Functions Navigating Portal Software PEN UL Tip i3dvr is a default Administrator user Addi tional users operators may be created in Setup gt Application gt Operators software section 2 1 Navigating Portal Software If the Portal Card Access System is not currently open locate the Portal Card Access System software icon on the Desktop A Portal Card ACCESS and launch the software application System In the login window enter the default user name and password i3dvr i3dvr Portal Card Access System POrTaL Portal Card Access Main Screen will be displayed Portal Card Access System software GUI Graphic User Interface Strives towards the ease of use through intuitiveness of the software layout Portal Ca
35. e option has been selected set the shared type from the drop down menu Available type options are Soft and Hard Anti passback type determines whether or not access will be granted in the event violated anti passback 40 Chapter 3 Advanced Setup Configuring Standard Anti Passback In the example above the anti passback type is configured individually for participating readers 4 Check off all readers that will support timed anti passback In the example above both readers from Controllers 1 2 and 3 will support timed anti passback Readers trom the Controller 4 participate in the Standard anti passback and therefore may not be selected for Timed anti passback o If Set individually was selected for the delay time setting configure the delay time for each participating reader from the corresponding drop down menu 6 If Set individually was selected for the type setting configure the type for each participating reader from the corresponding drop down menu According to the settings in the above example the card holder will not be able to re enter the Front Door for 10 minutes Q Important after their card was first presented to the Front Door reader While North South East West and Back doors all participate After making changes to this form manually in the timed anti passback the card holders will still be granted access if their card is presented twice to either one of upload settings the doors within a 10 minute period An anti
36. elay 1 is reserved for the Door Lock device In the example below Relay 2 output is selected The properties for this output are displayed on the right side The output number 1 2 3 or 4 is determined by the port on the Controller which the output is physically connected to Please consult Card Access Controller Wiring Diagram for more information Controller Properties General Access Point A Access Point B M Enabled Name WestDor W DVA camera number Reader Output properties Inputs Dutputs i Enabled Relay ae Harie Alarm Function type General purpose 3 Not Defined 4 Not Defined State type Energized Owvernde shared properties 2 Check off Enable checkbox to enable the selected output 3 Enter the Name for the selected output For simplicity it is recommended to give the outputs unambiguous names e g Alarm Siren etc 4 Select Function type for the output from the corresponding drop down menu Only two function types are available for outputs on Portal Card Access System Lock Door or General purpose To connect all external output devices other than door lock device select General Purpose 5 Select State type of the output from the corresponding drop down menu The output may either be Energized NC or De energized NO Please follow the device specifications 6 Repeat steps 1 5 for all outputs connected to the Reader A side of the Controller Please consult C
37. enerated by the Portal software 00 Chapter 4 Appendix Connecting Outputs to Controller e Connect Power Failure AC sensor to BIN3 input on Controller board and to the appropriate terminals on Power board P PWR U023 Skip this step if no Power Failure input is used In case when AC power failure is detected by Power board P PWR U023 BIN3 Input on Controller board will be triggered and an emergency log will be generated by the Portal software Note that the compatible battery must be purchased and installed in order to keep the system online during the gen eral AC power failure If no battery is used with Portal Card Access system AC power failure will be undetectable from the software point of view as no power will be available to trigger the corresponding sensor and to send inform ation back to the host PC e Connect general purpose input devices to BIN4 input on Controller board If both readers are used on the same access point for IN access OUT confirmation e No RTE devices will be used e Only one Door Contact will be used AIN2 input as only one door contact per access point is required e Connect general purpose input devices to AIN1 BIN1 and BIN2 inputs on Controller board Inputs Bank A 1 Request to Exit 2 DoorContactt 1 Tamper 4 low Battery Inputs Bank B 1 Request to Exit Door Contact 3 Power Fa
38. ernal devices 31 connecting controller to power board 51 connecting inputs to controller 58 connecting outputs to controller 59 connecting reader to controller 56 controller dip switch 50 controller wiring diagram 61 Create new access group 16 custom reports 24 custom schedules 19 delete controller 30 detect new controller 30 direct control 22 E edit custom schedules 19 event report 25 export reports 24 F find a card 15 find a card holder 15 firmware update 63 G generating reports 24 grounding 49 hardware installation 46 holidays 21 initial software installation 1 input actions 3 input settings 36 L login 4 M main menu 9 manage card holders 12 manage custom schedules 19 manually lock re lock door s 22 manually unlock amp hold door s 22 manually unlock door s 22 mounting 40 navigate Portal 9 new controller 30 0 output settings 35 p PC hardware requirements 1 Portal GUI 9 print reports 24 0 quick access buttons 10 quick controller setup 6 reader schedule 33 reader settings 33 Index reports save delete 24 rs 232 connection 52 rs 485 connection 5 S schedules 19 search a card 15 search a card holder 15 serial connection 4 settings upload 27 software installation 1 standard anti passback 41 switehboard 10 T TCP IP connection 5 tcp ip converter board 52 text overlay 43 timed anti passback 4
39. erties on the Control Panel A or right click on the company entry and select Properties from the context menu To add additional company click Add New on the Control Panel Eii b Select Department that the new card holder will belong to from the drop down list if so desired If departments were not previously configured you will need to save new card holder close the form and go to Tools Setup gt Infrastructure gt Departments To add additional department click Add New on the Control Panel or right click inside the Departments Navigation window and select Add new from the context menu c Select Title that the new card holder will have from the drop down list if so desired If titles were not previously configured you will need to save new card holder close the form and go to Tools Setup gt Infrastructure gt Titles To add additional titles click Add New on the Control Panel or right click inside the Titles Navigation window and select Add new from the context menu d Select Category that the new card holder will belong to from the drop down list if so desired The default category is Full time Available options Contract Full time Internship Part time Visitor GP Note e Enter other optional contact information E mail address Phone extension number vehicle License plate These employment categories have no effect eend ere ne Tec f An optional avatar photo can be assigned to the card holder To do
40. et X 2 6 Zip Ties X 4 E iiai C Y Rezistor X 10 Battery 6 DB9 Cable X 1 F Zip Ties Screws X5 Connector X 2 P PORTALCHASSIS P GAZ88 i E 0 EN P PORTALCARD 8 Fe P ACCESSURY P PORTALCARD P PORTALKEYFOB P PORTALDB9 1 6 foot serial 9 pin DB9 Cable to connect P CA288 to PC DVMS P PORTALMANUAL 1 13 52E i Optional Accessory Box Content List 4 Portal Chassis CamLock Included Equipped with a Tamper Switch supports 1 x P CA288 1 x P PWR U023 1 x 13 52 optional 1 x Battery not included Portal Card Access Controller Board Supports 2 Readers Power Converter Board Converts 24 28VAC input to 12VDC supports Low Battery Power Failure and Tamper inputs charges the battery Aladdin 24 Proximity Reader Wiegand Output 4 to 5 5 inch Read Range Metal Compensated Mullion Width Indoor Outdoor Portal Accessory Box Contains 2 x Keys 5 x Screws 2 x Battery Brackets 2 x Battery Connectors 4 x 6 Zip Ties 8 x 3 Zip Ties 10 x Resistors Software CO w User Manual Badge Card Pre punched in Portrait Orientation Proximity Key Tag Printed Installation Manual for Portal Card Access System sertal to TCP IP converter board for the Portal Card Access System Chapter 4 Appendix Mounting Portal Card Access System __ Card X 8 Key Fob Xx 2 Reader X 2 6 Zip Ties X 4 ol E LL d i gt T Resistor X10 Battery Connector X 2 6 DB9 3 Zip
41. following Go to Tools gt Setup gt Access Control gt Controllers In the Controller Navigation window right click on the Controller entry to be deleted from the network and select Delete from the context menu Note that all enabled access points from all Controllers are automatically added to the Master access group however the new access points have to be manually assigned to all custom access groups 30 Chapter 3 Advanced Setup Warning Remember never to use Portal power board P PWR U023 to power electric door strike magnetic lock and or any other external devices External power supply must be used for all door lock outputs and general purpose devices T gt Note If the Controller settings have been previ ously customized Controller Properties window will be displayed Configuring Readers and External Devices inputs outputs 3 2 Configuring Readers and External Devices inputs outputs The most common external devices such as Door Lock Door Contact Request to Exit devices Tamper Low Battery and Power Failure are configured during the initial Controller detection However all additional general purpose devices if any such as alarms and or sensors e g motion sensor must be configured in the Controller Advanced setup Please see Configuring Input Settings and Configuring Output Settings sections for more information Before configuring external devices in the Portal Card Access System soft
42. general purpose output Chapter 4 Appendix Portal Card Access System Specifications 4 3 Portal Card Access System Specifications Power Requirements 12 VDC Current Consumption per Controller 250mA Flash ROM 64 Kbytes Firmware Upgrade from PC supports In System Program ISP via RS 232 Number of Readers supported per Controller two 2 Wiegand 26 bit format or 3DVR proprietary 46 bit format access cards Number of Controllers per Network sixteen 16 Card holder Database Capacity 2000 cards Event Log Capacity per Controller 2000 events Network Connection RS 232 Controller to Host PC RS 485 Controller to Controller Control Outputs four 4 form C dry contact relay outputs and four 4 electronic outputs Sensor Inputs eight 8 digital inputs Real Time Clock RTC Support battery backup on Controller Portal Chassis Dimensions 14 H x 11 Wx 3 4 D 35 56 cm H x 29 85 cm W x 8 26 cm D Operating Temperature 0 to 70 C 35 150 F Operating Humidity 20 to 80 RH non condensing 62 Chapter 4 Appendix Q Important If TCP IP Converter board 13 S2E is used with the Controller board it must be discon nected from Controller board P CA288 before firmware can be uploaded Status LED s and Reset Button 4 4 Status LED s and Reset Button There are five LED light indicators that are visible on the Portal Card Access chassis See Card Access Controller Wiring Diagram From
43. gn IP a El Lantronix Devices 2 device s IP Address Hardware Address da a Connection 192 168 10 115 eenn Diea 190 168 10184 MODA STO ee a on 15 In the Device Identification window enter the Hardware Address noted in the previous step and click Next PEN e PD Tip The Hardware Address is the MAC address which is also printed on the TCP IP convert er device 13 S2E S Assien IP Address u oe Device Identificatio de ET Ae ce Identification Enter the hardware address of the device This is typically printed on the back panel of the device in the form 12 34 56 78 94 BC 00 20 44 97 01 CF 16 In the next window select one of the two available options Obtain an IP address automatically or Assign a specific IP address and click Next Select the first option to assign the IP address automatically select the second option only if specific IP address is preferred If the first option is selected simply click Next in the IP Discovery Settings window If the second option is selected enter IP address Subnet mask and Default gateway then click Next 17 Click Assign button in the Assignment window and wait while the IP address is being assigned to the device 18 Wait for the Completed successfully message to be displayed then click Finish 19 If the IP address was assigned automatically to the TCP IP converter make a note of the device IP address 20 Close any Lantronix windows that m
44. he length of grounding cable must not exceed 50 feet 15 m Each Portal chassis should be grounded individually to the earth ground When installing Portal you MUST ground yourself to prevent static discharge Do not apply power the unit before com pleting all installation steps and correctly grounding each Portal Controller Chassis P PORTALCHASSIS Grounding multiple Portal panels P CA288 P CA288 Access Controller Access Controller Board 2 Board 1 Earth Ground 4 1 4 Configuring Controller ID To locate the dip switch on the board see the Card Access Controller Wiring Diagram Use the dip switch on the Portal Card Access boardls to configure ID for each Controller board in the network Portal Card Access System supports up to 16 Controller boards in a single network each one must be assigned a unique ID from q to 16 49 Chapter 4 Appendix Configuring Controller ID Each Controller board has 8 dip switches first 4 four are designated for configuring the Controller ID Follow the table below to set the Controller ID Complete this step for each Portal Controller board Contoller Addressing DipSwith 123 4 12 3 4 ON OFF OFF OFF OFF ON OFF OFF ON ON OFF OFF OFF OFF ON OFF ON OFF ON OFF OFF ON ON OFF ON ON ON OFF OFF OFF OFF ON ON OFF OFF ON OFF ON OFF ON ON ON OFF ON OFF OFF ON ON ON OFF ON ON OFF ON ON ON ON ON ON ON OFF OFF OFF OFF Controller 1D Number H Ca 0 Ce 0 Ce 6 Ce 6 Ce 0 Ce
45. hedule and do not require active time frame setup i e 12 00 AM 12 00 AM 4 Configure one or two if required active time frames for desired days In the example above Workdays schedule includes days Monday Friday 8 00AM 6 00PM only 5 Click OK to save new schedule and to close the form To simplify the schedule setup process you may first copy information from existing schedule and then make necessary changes to it To copy information trom existing schedule use Copy from existent schedule button or right click inside the Schedule form select Copy from existent schedule from context menu and select the schedule to copy settings from To discard all changes made to the schedule right click inside the Schedule form and select Reset schedule trom context menu 20 Chapter 2 Portal Most Commonly Used Functions Managing Holidays Q Important After creating new holidays manually up load settings 2 9 Managing Holidays Holidays are used by Schedules New holidays may be added to the list at any time Portal Card Access System also allows adding yearly holidays that recur on the same day each year In the Navigation Panel click the Setup gt Access Control gt Holidays OR Go Tools gt Setup gt Access Control gt Holidays The Schedules Navigation window will be displayed To add a new schedule do the following Click Add New on the Control Panel or right click inside the Holidays Navigation wi
46. ick the Setup gt Access Control gt Access Groups OR Go Tools gt Access Groups The Access Groups Navigation window will be displayed To add a new access group do the following Click Add New on the Control Panel or right click inside the Access Groups Navigation window and select Add new from the context menu Access Group Properties window will be displayed Chapter 2 Portal Most Commonly Used Functions Managing Access Groups Access Group Properties General Hanne ll Full time Employee Allowed access points 71 A West Door workdays W 1 E South Door Weekends and Holidays 2 4 East Door wWeskends Only W 2 B North Door workdays W 3 A Front Door Always 3 B Back Door To configure access group do the following 1 Enter access group Name For simplicity it is recommended to give the access groups unambiguous names e g All Full Time Employees Contract Employees Cleaning Staff Senior Management etc 2 Check off all allowed access points doors readers Uncheck access points that will be unaccessible to the selected access group In the example above all card holders that belong to All Full time Employees access group will have access to all available access points except for Access point B on Controller 3 Back Door 3 Select access schedule for each allowed access point from corresponding drop down menus In the example above all card holders that belo
47. ie 63 A RR ence eh sma etek ea tee 66 e A 6 Initial Software Installation and Setup Topics Covered e Installing Portal Software on Host PC e Basic Portal Software Configuration This chapter describes the steps required for initial software installation on the host PC Host PC minimum hardware requirements e Window XP e 512 RAM e Pentium Ill 500 MHz e Super VGA Video Card e 40 GB Hard drive e CD DVD drive e COM Serial port e Network interface card if RS 232 is unavailable e NET Framework 3 0 installed available on Portal software CD included with the system Chapter 1 Initial Software Installation and Setup Installing Portal Software on Host PC 1 1 Installing Portal Software on Host PC In order to program installed hardware and to operate the Card Access System install Portal software onto the host PC Host PC must be connected to the frst Controller in the daisy chain network via RS 232 or TCP IP optional upgrade connection 1 Connect the P PORTALDBI cable to the serial COM port on the host PC If the optional TCP IP interface is used connect the network cable from Portal TCP IP converter to the RJ45 port on the motherboard or the network card of the host PC Remember that the maximum RS 232 cable length may not exceed 150 feet 50 meters 2 Locate and open the Portal software CD that was shipped with the Portal Card Access system 3 Run the Portal software installation file setup exe 4 n the fi
48. ilure 4 General Purpose when two readers are used on the same door use as general purpose input 4 1 10 Connecting Outputs to Controller Each P CA288 Controller board supports two sets banks of relay outputs and two banks of electronic outputs split equally between two readers Note that even if only one reader is used per Controller all 8 outputs may still be used All outputs can be individually programmed in Portal software application via host PC The Controller inputs are used for Door Lock contacts as well as General Purpose outputs Below is the standard wiring chart for both output banks Follow this chart exacz y to use the Quick Setup function when configuring the system inside Portal software application 09 Chapter 4 Appendix Tips and Reminders If each reader is used on a separate access point for IN access D Caution cima e Connect Door Lock contacts for each reader to their respective relay Output 1 AOUT1 and BOUT1 terminals on code before installing any door strike or Controller board Skip this step if no Door Lock output is used magnetic lock Follow the Card Access Controller Wiring Diagram for instructions on how to connect door strike and or magnetic lock to the Portal Controller board e Use relay Outputs 2 on both readers ADUT2 and BOUT2 as well as all electronic Outputs AOUT3 AOUT4 BOUT2 BOUT3 and BOUT4 terminals on Controller board for general purpose outp
49. ip A single transtormer could be used for all Portal Controller boards in the network The transformer rating needs to be adjusted ac cording to the number of Portal Controller boards connected to it B Note Skip this step if TCP IP interface is used to connect first Controller to Host PC and refer to Serial to TCP IP Converter Board section for further instructions Connecting RS 232 DB9 Cable to First Controller Complete these steps for each Portal Card Access panel Portal Card Access Controller Board P CA288 12 VDC Power Converter Board P PWR U023 24 VAC to 12 VDC 24 28 VAC 40 VA Transformer 4 1 6 Connecting RS 232 DB9 Cable to First Controller Connect DB9 RS 232 cable P PORTALDB9 shipped with the system to the rst Portal Controller board in the daisy chain This cable will be later connected to the COM port on the Host PC in order to communicate with the installed Portal software application Follow the Card Access Controller Wiring Diagram to properly wire the DBY cable to the Controller board Complete this step only for the first Controller board in the network chain Follow the table below for maximum RS 232 cable runs Since 9600 baud rate must be used with Portal Card Access system the maximum RS 232 cable length may not exceed 150 feet 50 meters For longer cable runs TCP IP interface upgrade can be used See Serial to TCP IP Converter Board section for more in formation
50. kbox if so desired Note that if the Detect relock checkbox is unchecked the door lock device will not relock when the door closes until the default unlock time sec elapses This means that if the Default unlock time is configured to a relatively long period of time several people may enter the facility before the door re locks itself without presenting any credentials e Change the Door held open delay time in the corresponding drop down menu for the selected reader optional If the door is held open for a longer period of time the local alarm on the reader will be activated until door is re locked To disable this feature select Disable from the drop down menu f Check off the Sound local alarm checkbox on Forced Entry event to sound the local alarm on the reader if the door lock is unlocked without valid credentials being presented to the reader Uncheck this check box not to sound alarm The log will still be generated and displayed in the Log Monitor on the Switchboard 34 Chapter 3 Advanced Setup Configuring Output Settings 7 To save the settings and close Controller Properties window click OK 3 2 3 Configuring Output Settings i Tip To configure output settings do the following Use this form if the Door Lock output was not wired according to Card Access Control 1 Select Outputs entry in the tree list on the left hand side then select one of the outputs Relay or Electronic Usually ler Wiring Diagram R
51. l Controllers with their enabled readers will be displayed Anti Passback Timed Standard W Enable Delay tine Type C Sainkidu E Shae 10mm Fl Setindwidualy Y Shae Hard Checked readers that vall support timed ant passback 1 Sw Corner W A West Door i lOmin gt Type Solt M B South Door ime n Type Soft ha 2 NE Comer M A East Door ime Type Soft W B North Door i 10 min Type Sot 3 Closet W A Front Door i lOmin 7 Type Hard MW B Back Door i Type Sok 4 Electical Room ioe Or Type Had jx Type had View summary 2 In the Delay time area select Set individually radio button to set individual delay time for each participating reader OR select Share radio button to set the same delay time for all participating readers If Share option has been selected set the shared delay time from the drop down menu Available delay time options are 5 min 15 min 30 min 45 min and 60 min Delay time determines how many minutes must pass before the card holder can present the same card to the same reader In the example above the shared delay time has been set to 10 minutes D Important 3 In the Type area select Set individually radio button to set individual anti passback type for each participating reader Remember that anti pass back will be forgiv en at midnight of each day OR select Share radio button to set the same type all participating readers If Shar
52. le the selected input 3 Enter the Name for the selected input For simplicity it is recommended to give the inputs unambiguous names e g Motion sensor etc 4 Select Function type for the output from the corresponding drop down menu The following function types are available for inputs on Portal Card Access System Request to Exit Door Contact Power failure Low battery Tamper or General purpose To connect all external input devices other than the ones listed in the Function type menu Gen eral Purpose 5 Select appropriate Circuit type for the connected input from the corresponding drop down menu Six circuit types are supported by Portal Card Access System a separate event log will be generated for each circuit state Please follow the device specifications to make this selection 6 Configure the Input schedule by selecting one of the previously configured schedules from the drop down menu This schedule will determine when the input is being monitored armed In the example above Input 1 on Access Point A is active based on Weekends and Holidays schedule 7 Configure Abort delay time seconds minutes for the selected input 36 Chapter 3 Advanced Setup 8 Repeat steps 1 for all inputs connected to the Reader A side of the Controller Please consult Card Access Controller Wiring Diagram for more information 9 To save the settings and close Controller Properties window click OK 3 2 5 Configuring Input Actions
53. logs based on selected time period ki To generate an event report click Event Report quick access button on the Switchboard or go Reports gt Event report New report form will be displayed in the Navigation window Curent report New report M Event enteria Search interval Allevents C Alarms only Event All z C Today Show caji z bas y M Location Card holder lic En O Dra Reset Compary All hed First Last name o bi 26 Mar 2008 07 09 35 4M Access Paint E Department All T Cheek on selected time period To generate a new report do the following 1 Select the Event criteria All events Alarms only or a specific Event from the drop down menu 2 Select the specific Access Point door to only display events pertaining to the selected Access Point optional 3 If the report is needed of the events generated by a specific card holder enter as much known information about the card holder as possible Company Department First Last name optional 4 Define the search interval Today Last X Days Hours Months or during a defined time period The defined time period search can be used in two different ways From the start time of the first day till the End time of the last day OR From the start time till the End time on each day during the selected time period see examples below In the example below the search will be generated for selected events that occurred between 7 00AM on Ma
54. mber This window also displays the state of the Door Lock device for each access point Locked and Unlocked By using Move Up and Move Down buttons the operators can rearrange the access points order in a way most con venient to them For example the access points doors that are frequently unlocked manually through Direct Control feature can be moved to the top of the list Portal Card Access System E Fie View Control Tools Reports Help Direct control New Card Holdes i Cleary Ls Far Trung a 14 Wead Dogi bre BSG AM Find Card Holders 1 6 South Door Direct Control 2 A East Door 2 B Hodh Door Working Hours Fepos 3 4 Front Door Event Repar 3 B Back Docs Move Up Move Down Restore default onder BB Log Monitor Aa Lock All E Card Holder E Schedules Hardwae Monto aan 1 pl Operator Administrator Drect Control Tue Mar 25 05 56 29 FM To unlock a selected access point door do the following 1 Click Unlock button that corresponds with the access point door that needs to be unlocked 2 The access point State will change to Unlocked for 5 seconds default unlock time after which the access point will re lock automatically Occasionally the access point may need to be opened for an extended period of time e g for delivery To unlock a selected access point door for a period of time do the following 1 Select an access point from the list 22 Chapter 2 Portal Most Commonly U
55. mee Blank Cheri z eee Upload to Flach y surta 1 Compare Flath MES End Sector TimeOut sect 5 Device Hes Os Denice fet Reset ard Past ID E Boot Laada Read TAL Freg KHz i4745 Device ID Boot Loader ID Selection Progress IE Sending Data lo RAH 8 Click the Upload to Flash button The status in LPC2000 Hash Utility window will change to Sending Data to RAM and the Progress bar will indicate the firmware update progress 9 Wait for the firmware update to finish The status in LPC2000 Flash Utility window will change to File Upload Successfully Completed 64 Chapter 4 Appendix Firmware Update k gt LPC2000 Flash Utility Fle Buffer Help PHILIPS LPC2000 Flash Utility V2 2 3 Flash Proguamining Erase Blank a Entre Device EN Blak Check C Selected Sectors Start Sector Pape MES End Sector Time flut sect 5 e A DIRATE Device LPen F h s for Reset ard Baad Part 1D r Boot las TAL Fieg kHz 14745 Boot Loader ID Selection File Upload Successfully Completed 10 Turn the dip switch 7 to the OFF position on Controller board 11 Press down the Reset Button on the Controller board for 3 seconds again This completes Controller firmware upgrade 65 Chapter 4 Appendix Glossary 4 5 Glossary Access Card a card used in conjunction with a Reader to grant or deny access Two access card formats are supported by Portal Card Access system Wiegand
56. n 24 Proximity Reader installation sheet for more instructions 4 1 8 Connecting Multiple Controllers into a Network RS 485 Connect all Portal Card Access system into a single daisy chain network Follow the Card Access Controller Wiring Diagram to properly connect Controllers into a network Use single twisted pair shielded 18 to 22AWG cable All used Controller boards must be connected into a daisy chain network via RS 485 interface The frst Controller in the chain will be connected to the Host PC via RS 232 interface See Connecting RS 232 DB9 Cable to First Controller section for more information If the total RS 485 network cable run length exceeds 984 ft 300 m but is still within allowed 4000 feet 1200 m terminate the data transmission on as Controller in the chain with the dip switch 8 See Controller Dip Switch section for more information Controller no 16 Complete this step for the each Controller boards in the daisy chain Controller Controller HOST PC no 1 no 2 RS 232 R5 485 Up to 16 Controller Boards 150 feet 50 meters 4000 feet 1200 meters Baud Rate 9600 Follow the table below for maximum RS 485 cable runs Baud Rate Maximum Cable Length RS 485 9 600 A000 feet 1200 meters 19 200 3000 feet 1000 meters 38 400 3000 feet 1000 meters Communication between Controller boards via RS 485 connection R5 485 Controller to Controller Connection Controller n Controller n
57. ndow and select Add new from the context menu New Holiday window will be displayed Hew Holiday General Date 121 2009 W Repeat early Mame New Year cos To configure new holiday do the following 1 Set the holiday date in the calendar drop down menu 2 Check off Repeat Yearly checkbox if the holiday falls on the same day each year E g Christmas Boxing Day New Year Canada Day Independence Day 3 Enter holiday Name 4 Click OK to save new holiday and to close the form Chapter 2 Portal Most Commonly Used Functions Direct Control ce Note To use Direct Control unlock lock function on an access point the Door Lock output must be properly wired to the Controller and configured in Portal Card Access System software a rae R 1 Tip A To change the default unlock time go to Tools Setup gt Controller Shared Proper ties and adjust the Default unlock time sec value 2 6 Direct Control Direct Control function allows the operator to manually unlock lock one or more access points doors Note that Direct Control overrides all schedules including auto unlock schedules configured for the access points until midnight of the same day In the Switchboard click the Direct Control quick access button ES Direct control form will be displayed in the Navigation window The Direct control navigation window displays the list of all available access points sorted by the Controller ID nu
58. ng to AIl Full time Employees access group will be able to enter Front door at all times West and North doors on Workdays South door on Weekends and Holidays and East door on Weekends only If schedules were not previously configured you will need to save new access group close the form and go to Switchboard gt Schedules or Tools gt Schedules groups to create schedules 4 Click OK to save new access group and to close the form To assign an access group to multiple card holders do the following select the desired access group inside the navigation window right click and select Assign to card holders option from the context menu A new window will be displayed Chapter 2 Portal Most Commonly Used Functions Managing Access Groups Assign Access Group To Card Holders General Access Group Info Access grup All Full time Employees Checked assigned card holders SOYA International Company Technical Support Jeffrey Green Training Olga Alexeenko Administration Jessica Morena Cancel In Assign Access Group to Card Holders window a list of all card holders sorted by department and company will be displayed Check off all users that need to be assigned to the selected access group and click OK O Important After assigning Access Group to card hold er s manually upload settings Chapter 2 Portal Most Commonly Used Functions Managing Schedules 2 4 Managing Schedules schedules are
59. od eo fb Ca a 6 0 Cela oO 6 Ce Ce 6 0 Ce Ce 8 oa O 000 aoe g Ca Ca Cal O Cl Ol al O 60 00 01050 OA 4 1 4 1 Controller Dip Switch Aside trom Controller addressing the Controller dip switch is also used to configure Controller baud rate enable system for firmware upgrade and to terminate the data transmission for longer cable runs Dip Switch Function Controller Address Controller Baud Rate Program Mode Termination RS 485 The baud rate used for Portal Card Access system is 9600 therefore dip switches 5 and 6 must be left in the OFF position on ALL Controllers in the network o0 Chapter 4 Appendix Warning Electric door strike magnetic lock and all other peripheral devices must use external power supply Although the Portal Card Access System comes with a power board P PWR U023 it is designated for the Portal Controller board use ONLY Connecting Controller to Power Board Baud Rate Setting DipSwith 5 6 5 6 9 600 El el OFF 19 200 M b on 38 400 ld E orr 115 200 m m on Baud Rate Dip switch 7 must be in the ON position an y during the firmware update For normal operation dip switch 7 must remain in the OFF position Program Mode Selection Dip Switch 7 Normal Operation Mode OFF ISP In System Program Mode pm Firmware Upgrade Mode Dip switch 8 is used when the total cable run in the daisy chain is longer than 984 ft 300 m In this case dip switch 8 mus
60. og Monitor Event Report etc Chapter 2 Portal Most Commonly Used Functions Managing Card Holders i Tip Ignore all zeros 0 printed in front of access card number and facility code 2 2 Managing Card Holders Adding new card holders with Portal software is fast and easy Up to 2000 card holders can be entered into Portal Card Access system All used cards must be of the same format 26 bit or SDVR proprietary 46 bit format All cards shipped with Portal Card Access System and or ordered from DVR are 46 bit format Due to the relationship of software settings the following should be configured prior to adding a new card holder 1 Facility Codes 2 Access group s if used 3 Company Information optional department names employee titles 4 Schedules if custom schedules will be used To add a new card holder do one the following In the Switchboard click New Card Holder quick access button E OR Go Tools gt Setup gt Access Control gt Card Holders Click Add New on the Control Panel Or right click inside the Card Holders Navigation window and select Add new from the context menu 1 The simple New Card Holder form will be displayed New Card Holder General Employee number 11 First name Olga Facility code 10 Add new Last name dlexeenko Card number 1862 ARALA BRRBRS49 iS0UR Mid name T facility code card number Show details Cancel 2 Enter Employee number if applic
61. on with the DVR is properly configured in the Connection setup See Configuring Text Overlay for DVMS section for more information select Reader entry in the tree list on the left hand side Reader properties will be displayed on the right side of the window Controller Properties General Access Point A Access Point B lw Enabled Hane west Door W DVA camera number Reader propeities Reader schedule Always Overnde shared properbes Auto unlock schedule workdays lf Activate after 1st card in Allowed Facdities In Reader properties the operator may configure the Reader schedule by selecting one of the previously configured schedules from the drop down menu This schedule will determine when the reader will grant access based on a valid credentials card number facility code In the example above reader A will Always grant access based on valid credentials The operator also may configure Auto unlock schedule To enable auto unlock schedule select one of the previously configured schedules trom the corresponding drop down menu 33 Chapter 3 Advanced Setup i Tip Remember that Direct Control will override all auto unlock schedules until midnight of the same day Configuring Reader Settings The Auto unlock schedule can be activated after the first card holder with a valid card enters the facility To do so the operator must check off Activate after 1st card in checkbox In the example above
62. one of the most commonly used functions in Portal Card Access System software Schedules are used by Access Groups Readers Inputs and Actions schedules are used by Access Groups to limit card holder access to specific access points doors during certain hours and or days The auto unlock function for each Access Point all connected Inputs and their Actions also use the same group of configured schedules It is therefore recommended to create all custom schedules before configuring access groups and access points Two default schedules are available Always and Never These default schedules cannot be deleted and can by used by both Access Groups and Access Points A total of 30 custom schedules can be saved on Portal Card Access System software To browse through a list of available schedules do one of the following In the Switchboard select Schedules OR In the Navigation Panel click the Setup gt Access Control gt Schedules OR Go Tools gt Schedules The Schedules Navigation window will be displayed To add a new schedule do the following Click Add New on the Control Panel Or right click inside the Schedules Navigation window and select Add new from the context menu New Schedule window will be displayed Four time groups are defined Workdays Monday to Friday Saturday Sunday and Holidays If holidays were not previously configured you may configure then at a later time by going to Tools Setup gt Holidays
63. r a period of time up to 1 hour After the set time elapses the card may be presented to the same reader door again Standard Anti passback requires assigning the readers with a status of either IN or QUT where the card must be first presented to the IN reader for entry and then to OUT reader on exit The same card may not be re used on the IN reader until it is presented to the QUT reader Standard anti passback can only be used on the two readers connected to the same controller Ideally these readers should be mounted on the inside and on the outside of a single door of a secured facility Both Timed and Standard anti passback settings can be set to either Soft or Hard type In case of the Soft anti passback setting violation the access will still be granted but a violation log will be generated In case of the Hard anti passback setting violation the access will be denied and an alarm log will be generated Sample of a Floor Plan N North Door Controller 4 fiiit Electrical Room MA Controller Reader Out East Door NE Corner Controller 3 Closet Controller 1 SW Corner ha a m i wi a 39 Chapter 3 Advanced Setup Configuring Timed Anti Passback 3 3 1 Configuring Timed Anti Passback Timed Anti passback is configured separately for each reader To configure Timed Anti Passback do the following 1 Click Timed tab in the Anti Passback window A list of al
64. r board I3 S2E is used a For Serial connection select the serial COM port used for RS 232 connection Make sure that 9600 baud rate is selected to match Controller setting Connection Hardware connection Serial Pot AT Baud rate 9600 bps C TCPAP ip Port Ww DYRA TCPAP connection Chapter 1 Initial Software Installation and Setup Basic Portal Software Configuration b For TCP IP connection enter the IP address and the Port number of the converter The default port number is 10001 See section Configuring IP Address for TCP IP Converter of the manual for information on how to configure IP Address for TCP IP Converter Connection Hardware connection C Serial Port 11 r Baud rate bps TCPAP ip 192 168 10 154 Port 10001 i DYR TCPAP connection ip 192 168 10 39 5 Click Yes in the next System setup window to auto detect all Controllers connected to the host PC System setup 2 No controllers set in the system Do you want bo run auto detection procedure Mo 6 Wait while Portal software checks for connected Controllers Detecting controllers Completed ara 7 Click Setup button next to the first detected Controller to configure it Chapter 1 Initial Software Installation and Setup Basic Portal Software Configuration Quick network checkup New controllers detected Controller 1 Controller 2 Controller 43 a ineluchons must be followed to use quack selup
65. rbe 5 Dinic Use DTRARTS Denice i for Reset and LPC2106 J a Boot Load TAL Freg KHz 114745 iC ler ID Selection 5 Click Read Device ID button in the LPC2000 utility A Reset Message window will be discased Please reset your LPC2000 board now and then press OK Do not click OK at this time 63 Chapter 4 Appendix Firmware Update LPC 7000 Flash Utility Reset Message E Please reset your LPC2000 board now and then press OF OK o 6 Press down the Reset Button on the Controller board for 3 seconds then click OK in the Reset Message window The status in LPC2000 Flash Utility window will change to Read Part ID Successfully ko LPC2000 Flash Utility PHILIPS LPC2000 Flash Utility V2 2 3 Flash Programming Erase Blank Filename F z ues Blank Check Entire Devica Selected Sectors Upload to Flash r _Upoadto Fash E Stat Sector POPE Compare Flash H E aisn Time Dut sect 5 Device Use DTRAATS Device l m for Reset and Boot Loader TAL Freq kHz 14745 Device ID Selection Read Pat ID Successfully 7 Click the Browse button in the Filename field of the Philips Flash Utility window to locate the most recent hex firmware file For example D Portal ca4 hex Select the firmware file and click Open E LPC 2000 Flash Utility PHILIPS LPC2000 Flash Utility V2 2 3 Flash Programming Erase Blank Filename E f DA Podan cat hex
66. rch 20th and 11 00AM on March 26th M Search interval Today C Last days x From 20 Mar 2008 07 00 00 AM To 26 Mar 2008 11 00 00 AM Check on selected time period In the example below the search will be generated for selected events that occurred between hours 7 00AM and 11 00AM on each of the 7 days March 20 21 26th 20 Chapter 2 Portal Most Commonly Used Functions Event Report Search interval C Today Last f From 20 Mar 2008 07 00 00 AM Y To 26 Mar 2008 11 00 00 AM i Check on selected time period 5 Click Show to run the report according to the entered criteria 6 All matching logs will be displayed directly underneath To save this report go Reports gt Custom reports gt Save 26 Chapter 2 Portal Most Commonly Used Functions Settings Upload 2 8 Settings Upload While software and hardware settings are configured on Host PC the settings are also stored locally on each Controller which allows them to operate autonomously from the Portal software application Most new settings need to be manually uploaded to the Controllers to take effect The only exception to the rule are the following settings Card holder settings card holder added edited deleted and Controller settings Controller added deleted access point enabled disabled hardware inputs and or outputs enabled edited disabled These card holder and Controller related se
67. rd Access System Fie View Controls Tools Reports Help E Fermi Lega EA Find Card Holdeils ae Direct Contra Alarm Logs Date E Time Controder Access pont Device part Card holder Card number Facity code Event 1 Main Menu Easy access to specific software sections a File Export to Excel reports only Print reports only Logout Work Offline Exit Chapter 2 Portal Most Commonly Used Functions e f Navigating Portal Software View Hardware monitor Log Monitor Alarm log Log details ii Control Stop downloading logs il Upload settings lil Synchronize date and time iv Direct control Tools i System utilities Backup settings Restore settings Disk space checkup Archive event logs Restore arcived logs Database integrity checkup Check hardware configuration Detect new Controllers Administrative Tools Deleted card holders Duplicated card holders Regional options Data storage Firmware li Card holders List all Add new Batch load iii Schedules List all Add new iv Access groups List all Add new v Setup Reports Working hours report Event report Custom reports New Save Save As Rename Delete Help Help index About 2 Control Panel Add New Properties Export reports only Print reports only Clear reports and log monitor only 3 Navigation Panel Switch between most commonly used software features and full software Setup d b
68. rnal Devices inputs outputs ccs ee Oc ds 31 3 2 1 Assigning Access Points to Access Groups id 32 J22 LOWIGUIING Redder SENO a EN J3 NES A E A A eE Jo 3 24 DORIAN e do O Cl a 36 A A O A O A niente aucune 3 A e e US E nn A Abana E 39 E A O A team asaamndeemaan ded 40 Ja COMMOUNNG Standard ANU A et ale ae ets ee N E E ica oae 41 3 4 Configuring Text Overlay A rn heinetieatdiaasd a sshasanctraeaoniabnanarecuueaeenaiaes 43 PAD TA A ii coa 45 4 1 Step by Step Hardware Installation Guide ri cha detente a eeetodin cle Sena abege ceistictocns da saantaat oa dnmnettadsoiduaiinmincbind aa dig tuouedeansttatged 46 E O ETE SL CPC POC 1 SO O O A oat ee a ead 46 4 1 2 Mounting Portal Card Access System A eacniee ed aeclatebedaarioad anther demareoleeslertidabecbaloicadntudack ioe 48 AA oo NET A 49 Te Congar O E EA NSE A T A E O EOE SOANA 49 41 5 CONMEGLING Controler to Power Board corsico eoseid a a E waa lat Ds a E 01 4 1 6 Connecting RS 232 DB9 Cable to First Controller dados 02 AM COMMEGUNG Readers to Cola 56 4 1 8 Connecting Multiple Controllers into a Network RS 485 2 0 cece cece ce ene ee ene ee ene eens ee ee eee ae be ede ea teen ees 57 A lO Gonnecuno INPUTS LCs GONMONBI mascan a a a aa A hia de Ghia 58 4 1 10 Connecting Outputs to colas coo id bg AS e Rese saz o a 60 4 2 Ga SA A A datibaadimedtaasaauematnbtals 61 ROO Card Access ST A E do e a Ae de 62 44e Stats LED S and SA O O E E E E E EENE N 63 A a DANN e Ut
69. rst Setup Wizard window click Next Portal Card Access System Welcome to the Portal Card Access System Setup Wizard The imsale val guido you through the steps required to install Portal Cad Access Syatern on your computer WARNING The computer program E protected by copyright Lay and intematonal besties Unathorced dupbcaton or detibuton of thes program or ary portion of il may resul mi seers crl of crea penates and wall be propecuted to the misamum cteni possible under the ka 5 In the second Setup Wizard window select the software installation folder by clicking Browse or leave the default installation folder Select Everyone or Just me radio button to specify who will have access to Portal software application if you have multiple users on your PC S Portal Card Access System Select Installation Folder The maala vil install Portal Card Access System to the followang fodder To melal m this fodder cick Next To install to a dilereni folder enter E below of chek Browse Folder JOA adiccesi Browse Disk Cost Install Portal Card Access Syrtem for pourself or for angone who uses this computer E Just me Chapter 1 Initial Software Installation and Setup Installing Portal Software on Host PC 6 Click Next in the Confirm Installation window to proceed with the software installation S Portal Card Access System Contirm Installation The maale is ready lo matal Portal Cand Acces
70. s Point B W Enabled Reader properties Reader schedule Alay Auto unlock schedule Wotkdays 4 Activate siber Tel card in 10 Repeat steps 7 9 for all desired readers The operator may choose to associate all readers with the same video channel on DVMS or send event logs from different readers to different video channels This type of setup may be preferred when DVMS cameras monitor Portal access points The DVMS must have an SPK key that supports multiple text overlay channels if the text overlay from Portal Card Access System is being sent to multiple DVMS video channels O Important On the DVMS side the operator must enable Text Overlay for all video channels selected in Portal Card Access System Configure the Text Overlay Area Text Color and Text Delay Time according to user preference After completing the setup manually upload settings 11 12 After uploading the settings present a card to any of the configured readers to test text overlay function The result should be similar to the one presented below SOUTH DOOR __ ESS DEMNIEO CARGO HUMBER DOE SHOT a pa 10 721 JESSICA MORENA SOUTH DOGR ACCESS GRANTED ON VALID CARD R A BY CARO NUNBEF 10862 OLGA ALEXEENKO SOUTH DOOR ACCESS GRANTED ON VALIO CARD E EQUEST Br CARD NUNEER 13 Once the text overlay is properly configured on both sides SRX Pro and Portal the operator may start using the camera icon that accompanies each event
71. s Syrtem on pour computer Click Hent bo start the inctallation S Portal Card Access System Installing Portal Card Access System Portal Card Access System ic being installed Please wail EE SC 0 Enter the Company name in the next window and click OK a Tip Card Access installation Company name may later be edited in the A AS Portal software setup 9 Wait for the Installation Complete window to be displayed Click Close to complete the installation Chapter 1 Initial Software Installation and Setup Basic Portal Software Configuration 1 2 Basic Portal Software Configuration To interface the installed hardware with Portal Card Access System software follow these instructions 1 After the portal software was successfully installed onto your Host PC locate the Portal Card Access System software A Portal Card ACCESS icon on the Desktop and launch the software application System 2 In the login window enter the default user name and password i3dvr i3dvr Portal Card Access System Login fen Password cuca 3 Click Yes in the System setup window to configure hardware connection settings System setup h j No connection settings are provided Do you want to sebup connection 4 The Connection window will be displayed Configure the connection type to either Serial if RS 232 connection is used between host PC and the Controller or to TCP IP if the converte
72. sed Functions Direct Control Y Caution Exercise caution in using this feature 2 Right click and select Unlock for from the context menu Unlock 4 Hold window will be displayed Unlock Hold Unlock and hold for 3 hour s 0 mints x 7 3 Set the unlock time by configuring the number of hours minutes in the corresponding drop down menus and click OK to close the form and unlock the access point 4 The access point State will change to Unlocked The note will be displayed for the unlocked access point showing the closing re locking time In the example above the Access Point A on Controller 1 West Door will re lock at 8 56 AM To re lock the selected access point door do the following 1 Select the unlocked access point from the list 2 Right click and select Lock from the context menu 3 The access point State will change to Locked Locking Unlocking all access points doors A LockAll G6 Unlock ll To lock unlock all access points click corresponding button or then click Yes ina warning window All access points will be locked unlocked until midnight of the same day when all regular schedules will come back into effect Remember that this feature will override all schedules including auto unlock schedules configured for the access points until midnight of the same day 23 Chapter 2 Portal Most Commonly Used Functions Generating Reports 2 7 Generating Reports Portal
73. sed on Weekends and Holidays schedule Select appropriate Source event from the corresponding drop down menu The source event is a trigger event that happens on the contigured input and that will in turn activate related action The list of available source event will depend on the input s Function type Request to Exit events Door unlocked on RIE 3 Configuring Input Actions Chapter 3 Advanced Setup Contiguring Input Actions Low Battery events Low battery Low battery restored Power failure events No power No power restored Door Contact events Door held open Door held open restored Forced entry Forced entry restored Input trouble Input trouble restored Tamper events Tamper violation Tamper violation restored General purpose events Input alarm Input alarm restored Input trouble Input trouble restored 6 Configure the Target by selecting one of the previously configured outputs from the drop down menu The target defines which output will be activated when source event on the input is detected In other words which output will be activated as a result of this Action In the example above Alarm output on Access Point A will be activated on Input Alarm event detected on Input 1 on Access Point A 7 Contigure Target action from the corresponding drop down menu Depending on the selected output the target actions may be On Off for General Purpose outputs or Lock Unlock for Door Lock outputs 8
74. so enable Photo checkbox and click on the level is defined by the assigned Access folder icon to select an image JPEG BMP TIFF GIF and PNG files are recognized The selected image will be group resized to 112x112 avatar size picture The card holder s photo will be displayed in the bottom right corner g Click OK to save new card holder The settings will be automatically uploaded to all Controllers Click Close when card data uploading has completed see image below Uploading card data Completed 100 a AO Close automatically when successfully completed Card synchronizing completed on S Comer 1 Successed 0 Failed Chapter 2 Portal Most Commonly Used Functions Find Card Holder s 2 2 1 Find Card Holder s To search for a specific card holder do the following In the Switchboard click the Find Card Holder s quick access sutton Find Card Holder form will be displayed Find Card Holder Search criteria First Last name Olga Card number 862 Show details Fill out First Last name of a card holder and or card number and click Find Card holders Navigation window will be dis played with all card holder records that match the entered information Additional criteria may be used for searching card holders Company Department Category To display additional criteria click Show details in the Find Card Holder window Find Card Holder Search criteria First Last name Olga Card number 862 Company 3D
75. sses are supported in this version and a valid SPK key with text overlay support To configure Portal Card Access System for text overlay do the following 1 Go to Tools gt Connection gt Edit Connection properties Connection window will be displayed Connection Hardware connection G Sea Pot Baud rate 9600 y bee O TCPAP pe AAA Port he DYRA TCPAP connection i i32 168 10 39 Pot Em caesi 2 In the Connection window check off DVR TCP IP connection checkbox 3 Enter the DVMS IP address can be located in the DVMS Setup gt Server Info setup tab 4 Enter 6111 as the text overlay Port 5 Click OK to save changes and close the Connection form 6 Go to Tools Setup gt Access Control gt Controllers 7 In the Controller Navigation window the list of all Access Points will be displayed sorted by Controller number Double click on the desired Access Point on the list to open Quick Controller Setup window 8 Click Advanced Setup button to display Controller Properties window 9 In the Controller Properties window check off the DVR camera number checkbox and select the desired DVMS video input refers to the Channel number and not to the physical BNC input number trom the drop down menu All event logs generated by this reader will be displayed on the selected DVMS channel 43 Chapter 3 Advanced Setup Configuring Text Overlay for DVMS Controller Properties General Access Point Acces
76. t Card holder Search interval Calculation settings Company i30VR Inte C This month Total working days 21 Show Department Training e Last month Hours per day 85 Reset First Last name morena E C From E M ya EY Summarize by Montt Card number To y t E To generate a new report do the following 1 Enter as much known information about the card holder as possible Company Department First Last name and or Card number 2 Define the search interval This month Last month or a defined time period Note that the number of total working days in the selected search interval will be automatically calculated in Calculation settings If the company does not operate on a regular Monday Friday schedule adjust the number of total working days manually 3 Select the number of expected Hours per day from the drop down menu The lunch time should be included in this number In the example above the selected Hours per day is 8 5 which includes 30 minutes for lunch time 24 Chapter 2 Portal Most Commonly Used Functions Event Report 4 Select Summarize by option from the drop down menu Available options are Day Month Selected period 5 Click Show to run the report according to the entered criteria 6 All matching logs will be displayed directly underneath To save this report go Reports gt Custom reports gt Save 2 7 2 Event Report Event report allows generating a custom report of event and alarm
77. t be in the ON position on the last Controller board in the chain leave the dip switch in the OFF position for shorter cable runs Dip switch 8 must stay in the OFF position at all times for all Controller boards except for the last one in the chain Termination Mode Dip witch 8 8 No Termination Total Cable Run lt 984 300 m a OFF Terminate 120 Ohm mo Total Cable Run gt 984 300 m im N 4 1 5 Connecting Controller to Power Board Power board converts the 24 VAC to 12 VDC The Portal Controller board requires 10 8 to 13 2 volts DC and draws ap proximately 250mA Each Portal Card Access system comes with a Power board pre mounted inside the Portal chassis Remember that the 24 28 AC 40 VA 1 3 Amp transformer is required to convert the 110 AC to 24 VAC accepted by Power board Transformer is not shipped with the system and must be purchased separately by the installer Connect the 24VAC power transformer to the AC terminals on the Power board P PWR U023 Then connect the Con troller board P CA288 to the DC terminals on the P PWR UD23 Follow the Card Access Controller Wiring Diagram to properly wire the Portal Controller board to Power board Next install the 12V rechargeable battery not included with the system inside Portal Chassis Connect the battery to the corresponding terminals on the Power board P PWR U023 Note that each Portal Controller board requires a separate battery Chapter 4 Appendix 1 T
78. the Reader A will auto matically unlock the Access Point called West Door based on Workdays schedule after the first valid card has been presented lf the system is configured to grant access based on the Facility code rather than the Card number configured in Controller Shared Properties check off up to five allowed facility codes in Allowed facilities Remember that this setting applies only to the selected reader To override shared Controller properties for this specific Reader select Override shared properties entry in the tree list on the left hand side Override shared properties will be displayed on the right side of the window Controller Properties General Access Point A Access Point B lv Enabled Name fWwestDoor W DWA camera number Reader Ovenide shared properties Inputs View shared properties f Override Outputs a Relay Default unlock time sec 5 W Detect relock 1 Qutput 1 Enabled amp Not Defined Door held open delay time Sseconds 2 Electron amp Hot Defined Forced Enby W Sound local alam 4 Nat Defined a To view Controller Shared Properties click View shared properties button b To override the shared properties check off Override checkbox c Change the Default unlock time sec in the corresponding drop down menu for the selected reader optional This unlock time will affect the Direct Control function d Check off the Detect relock chec
79. the example above the shared type has been set to Hard Remember that anti pass back will be forgiven at midnight of each day 3 Check off all controllers that will support standard anti passback In the example above Controller 4 will support standard anti passback Controllers 1 2 and 3 participate in the Timed anti passback and therefore may not be selected for Standard anti passback 4 f Set individually was selected for the type setting configure the type for each participating reader from the corresponding drop down menu According to the settings in the above example the card holder will not be able to re enter the Electrical Room without presenting their card to the Reader Out first This setting also means that if the card holder has entered the secured room without presenting their card to the Reader In first e g the door was ajar someone else has used their card to let the card holder in access will not be granted use the sample floor plan image as a guide to better understand these settings 42 Chapter 3 Advanced Setup T Note If the Controller settings have been previ ously customized Controller Properties window will be displayed Configuring Text Overlay for DVMS 3 4 Configuring Text Overlay for DVMS It is possible to configure Portal Card Access System to display logs on one of the DVR DVMS video channels in form of text overlay The DVMS must have a static IP address no dynamic IP addre
80. ttings are uploaded automatically by the Portal software To manually upload Portal settings Controllers do the following Go to Control gt Upload settings in the Main Menu Upload settings window will be displayed Three options are available 1 Upload updates only With this option all updated settings will be uploaded to all Controllers in the network Upload settings Upload type f Update only C Selected setting to all controllers C Custom Schedules data changed 3 schedules need to be updated Press Start button to start uploading 2 Upload all selected settings to all Controllers With this option select desired settings to be uploaded to all Controllers in the network This type of upload is recommended for complete setting upload to all Controllers and as a part of a troubleshooting process Do not uncheck anything in the tree list for complete setting upload 2 Chapter 2 Portal Most Commonly Used Functions Settings Upload Upload settings Upload type Update only f Selected setting to all controllers C Custom Selected sellings to all controllers E Device properties E Cards E Schedules Holidays Date amp Time Press Start button lo start uploading 3 Upload selected settings to selected Controllers With this option select specific settings to be uploaded to selected Controllers only Upload settings Upload type Update only Selected setting to all controllers le
81. ut devices Follow the device specifications to properly connect them to the Portal Controller board If both readers are used on the same access point for IN access OUT confirmation Warning Remember never to use Portal power board e Use BOUT1 relay output terminal on Controller board for general purpose output since only one Door Lock output P PWR U023 to power electric door strike per access point is required magnetic lock and or any other peripheral devices External power supply must be Outputs Bank A used for all door lock outputs and general purpose output devices 11352 Door Lock AQUTI Es 2 General Purpose AOUT General Purpose AQUT3 General Purpose Outputs Bank B y sinding 3100143813 e 3 Door Lock N BOUT1 a 7 General Purpose BOUT General Purpose BOUT3 General Purpose _ BOUT4 when two readers are used on the same door use as general purpose output g sinding 3100143813 Once all the above steps have been completed and carefully verified apply power to the system 4 1 11 Tips and Reminders e Ground each Portal Chassis P PORTALCHASSIS to Earth Ground e Do not exceed recommended cable lengths specified in this manual The RS 485 network must be connected as a daisy chain e When Portal Card Access system has more than one Controller and the R
82. ware first make sure that the device is properly connected to the Portal Controller Please consult Card Access Controller Wiring Diagram and Connecting Inputs to Con troller Connecting Outputs to Controller sections for wiring standards To configure external devices do the following 1 Go to Tools Setup gt Access Control gt Controllers 2 In the Controller Navigation window the list of all Access Points will be displayed sorted by Controller number Double click on the desired Access Point on the list to open Quick Controller Setup window 3 Click Advanced Setup button to display Controller Properties window Controller Properties General Access Point Access Point B Name SW Comer Compary 3DVR Intemational ho y Both readers of the controller installed on 1 access point Location and other robes The Controles Panel ts located in the South West corner of the building Quick Setup In Controller Properties window General tab the operator may rename the Controller change the Company that the Controller belongs to change the Controller Address Dip switch ID must be changed accordingly on the Controller and enter any notes pertaining to the Controller optional If both readers are used on the same access point for IN access and OUT confirmation check the appropriate checkbox in the General tab Chapter 3 Advanced Setup Assigning Access Points to Access Groups 4 To configure an external

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