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1. You can also access these by clicking on the respective tool bar icons that are available in the main tool bar of the program Chapter 5 Alarm Graphics Client Default State of an Icon 2 The Search window is displayed Enter the name of the map or icon that you are looking for Remember that you don t have to enter the name completely If you enter the starting letters of the map the system finds all the maps beginning with those words You can also put wild cards percentage sign with the letters you are entering to find the maps or icons that contains those letters Use of Wildcard The search feature provides ways to select certain records without typing complete information Geoffrey System allows the use of wildcard more formally known as metacharacters to stand for one or more characters in a record A wild card is a value entered into a query field that represents any other value and is usually used when exact values are not known The users can do partial match searches by using the percent sign as a wildcard Within the search criteria a user can type the character as a wildcard before or after their search text Advanced Find Using Advance Find you can build the search criteria by selecting appropriate entries from the drop down list box and entering specific value in the value field You have to select a specific field name condition and a specific search value Advanced Find feature use
2. 6 Select the Areas to which the cardholders you want to find have access by clicking on the Add Areas button You can run a search to find the areas easily Select the areas and click O K 7 Click the Find Now button in the Advanced Find for Cardholders window 8 The search results are displayed in the Search window Badge Criteria Tab rcd Advanced Pind of Cardholderz Search For Cardholders Corcholder isis Badge Criesia activation and Espestion Fasa sesers Categones Finit select the search tee 2 N t elect tres range Pot Hos bardh Baier Daginn ID Ending ID UE E 7 Kreoded ID a faamped ID lake conecte Bayarang HD oniy D iii Pieter EL nce Fraj All Autres Con oki rait a Baky Search by Badge ID Encoded ID Stamped ID or badge creation dates by clicking in the circle and entering the information When a search is run by Badge ID Encoded ID or Stamped ID you can select a range between the Beginning ID number and Ending ID number For example if you would like to search for all cardholders that have been issued badges for the last seven days click in Creation Between and use the calendar drop down to select the dates Click the Find Now button to initiate the search You can also search for badges that have neither Encoded ID nor Stamped ID blank badge For example place a check mark next to EncodedID Next check the box Selection is not currently defined and run the search
3. III Cropping Rectangle Displays the Crop Rubber Chapter 2 Defining Cardholders Add New Cardholders band on the image Drag and resize the rectangle into the position that you want the image to be cropped IV Portrait Image Enhancer This feature is enabled in the System Manager Settings module under the Geoffrey Image Settings tab When a portrait is cropped the user is presented with a selection of 15 pictures Using the Decrease and Increase buttons on the bottom left of the screen will modify the pictures to make them lighter or darker Click on the picture of your choice The window closes and you are returned to the New Cardholder wizard Cardholder Image screen If you are satisfied with the image select the Save icon Portrait Enhancement Utility Y Y ARA ARA Decrease Increase gt E V Save your changes and close the Cardholder Image window The cardholder portrait is displayed on the New Cardholder Wizard Signature Capture 1 Next you can capture the signature of the cardholder Click Capture The Source choices are File TWAIN Device or Geoffrey If you select the option Geoffrey you need to have a signature pad connected to the COM Port of your PC If you select the option From File the Signature folder is displayed by default Select the file and click Open The signature is displayed on the Cardholder signature screen Refer to the previous section in this manual for the tool bar
4. ID Security amp Safety Solutions Geoffrey V5 1 4 Geoffrey www geoffreyaccess com User Manual Table of Contents Chapter b Gene Stated oeconomus v EE LEE pe i DARE EN B e l Introd c on EP pr p 1 Documentation Conventions ccc cece cece e cece cece nnn 1 ACEPOlVIS 5 neos o Up eo oe PES aie aha ere eww QE DE bd es 1 Key Features s csceie tenors at usn Ra Acta cedente aris ss 2 System ComponDelts si ssreiresr iE r EE E SERE ERU RE EM M e p RES 3 Geoffrey Software Default User ID and Password 3 Customer SuDDOEL 5595 Soros Verba US exu ee ews eee ae eee cree 3 Hours OF SUDO cua quce acte iac Ad odd Mea der es 3 Accessing the Application sic ve eR a RORREETVOLRC E C EPERERDS E 3 Logging Out of the System 9 I RRPUPEEEXUPA MEX RE SOR AS 4 Chapter 2 Debming C ardBolders 5 9a cio ees hc dew ote eA cae tee eee 5 Introduction xv ces tea nk ett eek aoe xs Duce eee Sas 5 Accessing the Application xa even os 9G Aree ER WR WR RUSO es 5 OVEEUICW v du aoa Du soya saci tans 271 unice S Btn BS utere Re a ear eek 5 Add New Cardholders xs ea a ES UR a CER EE 6 New Cardholder Wizard 3 22 reus 6 Credential DePnttloE usu dc doe a aoe edo s Rae 10 Add a new Cardholder Method 2 22 Duplicate Cardholder Information 22 Adding E mail Addresses 000 0 cece eee 22 Deleting E mail Addresses 0 000 29 Massive Acces
5. Other lt Click to Expand gt Stamped ID ADA Relock Delay Seconds o A 0 Last Encode Date Saye and New X Close I Activation Select a date that the credential will start providing access to the selected locks II Expiration Click the drop down arrow to select the expiration date for the credential This is the date the credential will expire This must be at least one day greater than the activation date The time the expiration will expire can be changed in the Campus Lock Definition dialog in System Manager III Offline Function Offline function specifies the behavior of the Campus Lock Credential Generally the selection in Function is the only place to specify Campus Credential behavior but there is one Chapter 2 Defining Cardholders Add New Cardholders exception Campus Locks can be configured to allow Campus Credential with Normal function to toggle the lock open or close when swiping the card twice The options available in offline function are described in page 415 amp 16 Click on the expand button to see the list with all functions Select the desired function by clicking on the function name in the list The list closes and the new selection appears in the text field of function IV User Type Select a user type this credential is part of All the enabled user types will be shown in the list Select the desired user type by clicking on the label in the list T
6. easily 1 To add a new E mail address select the E mail Addresses option from the lower pane of the window and choose the plus icon 2 On the Insert E mail Addresses window type in the E mail address You can add as many records you want 3 Click OK The records are shown in the Address section of the main screen 4 You can also select the existing E mail addresses and associate with a cardholder information Select Associate Existing E mail 5 On the Search window enter the text in the Search Criteria field and click Find Now Just clicking the Find Now button displays all the records defined in the system Select the appropriate records and click OK Deleting E mail Addresses 1 If you want to remove an e mail address from a cardholder record open the cardholder record and select the E mail Address tab located in the lower section of the window 2 Select the e mail address you want to delete and select the delete icon from the tool bar 3 A confirmation message is displayed Choose Yes to continue Note If the e mail address you are trying to delete is attached to a report used in the Report Scheduler program you can not delete the record A warning message is displayed preventing you from deleting the record Modifying and Deleting Cardholders or Cardholder Information Cardholder data can be modified and deleted directly from the main screen and by using menu or tool bars Locate and display the cardholde
7. for any change to take place 2 Select Reactivate Credential option to reactivate a retired credential Chapter 2 Defining Cardholders Add New Cardholders Add a new Cardholder Method 2 1 A second way to add a cardholder is to fill in the fields on the main window If you have specified any user defined field as Required in the UDF Editor then a value must be entered in that UDF field as well 2 Click Save on the tool bar once you have populated the fields in the top section After the Save button is clicked the tabs 1n the lower section of the window become active 3 Enter information for Badge Area Access Category and E Mail Capture an image or signature using the tool bar icons or by accessing them from the View menu bar Duplicate Cardholder Information This function is designed to help you to avoid typing repetitive data for new cardholders It is useful when you must enter multiple cardholder records that will have the same Area Access and category privileges It will also replicate user defined fields that are marked for dupli cation in the UDF Editor module The default data will appear in the tabs after the required fields are entered Badge image and signature information is entered individually for each cardholder record 1 To use the Duplicate Cardholder option first display an existing cardholder record with the same area access and cardholder information or enter a new record with area access
8. Channel 3 SLAVE H Channel 4 SLAVE H2 Connection Information Device Number Device Description 32 RCNX DIAL UP MASTER Current Operation Connection Time Port available fi 2 00 00 AM Connection Status 11 50 50 186 Gather of SLAVE Z ON Dia 11 50 50 416 RCNX DIAL UP MASTER i 11 51 47 128 Sending disconnect com i mmu 7al amp Connect 3 Select the Device and click Connect The CIM dials the controller specified and gets the recent transactions Chapter 6 Transaction Monitor Options Pausing Transactions Select the Pause Cardholder Device and Operator Transactions from the File menu to temporarily either of the transaction types displayed in the Transaction Monitor Viewing Previous Transactions 1 Select View Previous Transactions option from the File menu 2 Enter the transaction type day that transactions Occurred start and end time of the transactions etc 3 Click on the Run Report button to run a report of the transactions you selected Accessing Other Applications From Transaction Monitor Cardholder Definitions You can access Cardholder Definition program from the Transaction Monitor to view or edit cardholder records pertaining to the transactions Select the Cardholders in Cardholder Definition from the Current Transactions menu Transaction Filters You can access Transaction Filters program from the Transaction Mo
9. Registration See Misregistration Relay Alarms 38 Relay Alarms 38 Relay Transactions 55 Removing Tours 71 Report Launcher 63 Report Tree View 63 Retire Badges 13 Retire Credentials 21 Reviewing proofs See Proofing Run Report 61 Running a Report 36 Running a Report 36 S Screen frequency See screen ruling Search for Icons and Maps 45 Security Tour Client Module 69 Security Tour System 69 Security Tour System Transactions 55 See also Separations Select a Category 9 Signature Capture 9 Starting a Tour 70 Starting the Alarm Monitor 30 Stop Pause Resume Tours 71 System Alarms 39 System Components 2 3 System Overview 1 System Processor System Software T Tour System Alarms 40 Transaction monitor 47 U Understanding a Report 61 Use of Wildcards 27 V View Alarm Comments 37 View Cardholder Image 44 View Cardholder Image 44 View Previous Alarms 36 View Previous Transaction 52 Viewing Previous Alarms 35 Viewing and Editing Cardholder Information 34 W Working with the Portrait Monitor 57 Working with the Transaction Monitor 48 Working with the Transaction Monitor Workstations
10. The user can capture a signature or manipulate the image utilizing the crop and edit features Signature options work like the image screen Credential Layout 1 On the Active Online Credential Offline Credential tab highlight a credential then click the Credential Layout icon to view the cardholder s badge 2 You can also view the back of the image Right click on the badge and click on View Page 2 from the option 2 Badge Layout Geoffrey Portrait Bat 1 X BadgeLayout Layout E View a Geoffrey 12 31 2199 Kate Benjan v View Page 1 View Page 2 Page 1 A Chapter 2 Defining Cardholders Cardholder Search Wizard Last Access Attempt The Access Attempt window provides Transaction Cardholder and Reader information fields It displays the last time a cardholder has swiped a card at a reader regardless of whether they were granted or denied access Last Valid Access This window contains the cardholder s most recent Valid Access information such as transaction date and time cardholder and reader information This is very useful when you must immediately find a cardholder s last known location Portrait Thumbnail If this option is selected the system shows a thumbnail image of the cardholder in the lower pane of the main window of the application Signature Thumbnail If this option is selected the system shows a thumbnail image of the signature of the cardholder
11. You can see that all the badges that don t have Encoded ID are displayed You can also check the option to Include Retired Badges and Find All Active Cardholders with out a Badge Categories Chapter 2 Defining Cardholders Cardholder Search Wizard Follow the same procedures described above to search for cardholders based on their categories Instead of Area Access select the Categories tab and add categories Selecting A Cardholder Highlight a cardholder and select the OK button The application returns you to the main window and displays the cardholder s information Once a cardholder is open in the main window the Find Previous Cardholder and Find Next Cardholder icons become active The Previous and Next search are based on the current sort order Chapter3 Alarm Monitor Introduction The Alarm Monitor gives you flexible and program mable monitoring of virtually any alarm condition It is a program that helps you to view acknowledge and secure all alarms that you have defined in your system There are two types of Alarm Monitors The first is a Workstation Alarm Monitor which displays alarms that are programmed to appear on predefined workstations The second is an Operator Alarm Monitor which displays alarms wherever selected operators are logged into the system An E mail Recipient can be defined as well to receive messages upon specific alarms Proce dures for defining the Alarm Monitors are covered in
12. options Save your changes and close the window click Next on the New Cardholder Wizard Chapter 2 Defining Cardholders Add New Cardholders Credential Definition Adding credentials is the final step in the cardholder insert wizard Cardholders may be assigned more than one active credential including one blank badge a badge with out an encoded ID or a stamped ID Geoffrey system supports both active online credentials and offline credentials offline credentials are used for the offline locks The offline device does not communicate directly with the host controller The manual programming of the device shall occur at the reader location Active Online Credentials Active online credentials are used for the readers that communicate directly with the host controller Follow these steps to define the online credentials Add Credentials 1 Select the tab Active Online Credentials Select Add Credential to open the Credential Definition screen Note One badge per cardholder can be added without entering a stamped ID or an encoded ID Check the option Enter the Stamped ID and the Encoded ID Later If the current cardholder already has a blank badge a badge without a stamped ID or encoded ID the Badge Definition dialogue will not allow the user to create another blank badge 75 Credential Definition Kate Benjamin x File View Badge Help Stamped ID Encoded ID Issue Code 4546 d 9875675 f
13. records Click the delete button in the bottom pane to remove the selected locks from the list view for the selected credential The edit button in the bottom pane will bring up the Offline Lock Access Definition dialog in edit mode with the current access record Retire Credentials The Retire Credentials button allows the user to retire active credentials whenever they like This option is particularly useful if a credential 1s lost or stolen In such a situation the operator can issue a new credential to the cardholder and retire his her old credential This feature helps the users ensure security 1 Select Active Online Credentials or Offline Creden tials tab highlight the credential that you want to retire Click the Retire Credential button on the tool bar You can also retire a credential by selecting File gt Active Credential Offline Credential Retire Credential option The credential no longer has any access control privileges The EncodedID from this badge may be reused immediately The credential is automatically removed from the Active Credentials tab and can be found under the Retired Credentials tab In the System Settings program under Badge Options and Pin Calculator section select Retire Active Badges option If you have checked this option each time you initiate a new badge for the cardholder a window pops up to select the active badges to retire Note Please note that the lock has to be programmed
14. the preceding Alarm Definition chapter Alarm Information When an alarm is triggered the system sounds an alert and displays the Alarm Monitor screen at a desig nated Workstation or at the location s where Alarm Operators are logged on Chapter 3 Alarm Monitor The highest priority alarms will be at the top of the screen indicating they require immediate attention A User ID and password comments or other actions may be required in order to acknowledge an alarm depending on how it was programmed E mail recip ients can be created and receive instant notification when critical alarms are triggered If the alarm has a Sound File attached when the alarm occurs the system plays the recorded sound file The sound file can be attached with the alarm when the alarm is defined in the Alarm Definitions program Starting the Alarm Monitor Note The Alarm Monitor icon will not appear in the System Launcher This module must be added to the Start up tab in System Security for each workstation that is to receive alarms To do this go to System Security Startup click Add and select Alarm Monitor Note If a Workstation is not attached as part of a routing group Alarm Monitor cannot be enabled If an alarm operator logs into a computer that is not defined as an alarm workstation or where the Alarm Monitor is not placed in the Start up tab the Alarm Monitor will still open as long as the alarm operator is
15. Baa IN Lacade li iz Darren iriaren Aran Dacre Encres Man Entana Header Meacnghian Var Lobes Hadar 1 on nt Chan Aer 1 aniolka racnplian ian Lobe Cond ole on CIM 2 Deis c Mast Deere Chapter 8 Portrait Monitor Portrait Starting the Portrait Monitor This module can be added to the Start up tab in the System Security program for each workstation that is to receive alarms 1 To do this go to System Security Startup click Add and select Portrait Monitor Note Remember to give proper privileges at least Read Only rights to the users of Portrait Monitors or they will not be able to use the program You can also open the program from the System Launcher window 1 Open the Geoffrey Launcher by double clicking the Launcher icon on your desktop 2 Thelogin window opens Enter your user id and password 3 In the System Launcher window double click on Portrait Monitor icon Chapter 8 Portrait Monitor Overview Overview The main screen components of the application are the menu bar the image view section to the left the details information display to the right on by default and manual override and details buttons at bottom left Working with the Portrait Monitor Launching the Portrait Monitor 1 Select View gt Popup Enabled option to launch a minimized Portrait Monitor screen when a transaction occurs Detail View The Details section displays the transaction i
16. G Unacknowledged and Unsecured When a n alarm occurs the map is displayed showing the animated icon Geoffrey USA Dparstiang Fs See that the icon representing New Jersey state is in red color representing an unsecured and unacknowl edged alarm Alarm Acknowledgement When an alarm occurs the operator is notified with the graphical representation of the alarm state Also if there is a sound file attached with the alarm the system plays the sound file The operator can access all the possible options from the right click menu of the icon Chapter 5 Alarm Graphics Client Alarm Acknowledgement The following screen capture shows the right click options available for an Access Granted transaction These options varies based on the transactions and what options you have set while defining icon definition 1 Zoom In Click on this option to zoom into another map This would be the map that is defined as the zoom in map when the alarm goes off There can also be a Zoom Out map if it is defined in the system 2 View Alarm Details Clicking on this option opens the Alarm Details window It is here that the operator acknowledges the alarm Alart Goch ads and Conmwnenbs Xl Marmi Prony Mlminubuc ona Alam Comment Catholicos lnages Chvenicies Alum Commn D T Ires Comment l Inpa Posdeined Comment EI l Mam 1 o1 Curent Wier LAA The following information will be displayed
17. Monitor Acknowledging Alarms Bano Dt addis eund C cmt a Hum Pisiy Alarma Interior folam Corner roe ides Canard Imagen Cremeredes Fr E Aber Dae aed Tien JL LAE TEM S Card Ate 3 Diipa badui Dios a specihed locator T Dhbareed patoa i queer Blasen Tiitii ii Drima riyman in Senny Log Secured zi fina ee Im In hal dod rct Cad Adam 1 Dapalchasdd fec direis Seem 11 10 00 11 04 08 Irc reed Aeknoesledoed Bg Larika PNT erna Lan Deca Prema Pada 1 AN HTHLAMCI ee i Smith Je areas J Opn te naa opt Conner l romi Fiedehrund Cirer Lab credenda bares x Chri Blase i ed 1 Deni Uher USA The above screen capture shows an example of comments for an Access Denied transaction Pre defined Alarm Comments Geoffrey System provides a program for the Adminis trator to set pre defined comments for the operator to enter while acknowledging the alarms Follow these steps to define alarm comments 1 Open the Pre defined Alarm Comments program from the System Launcher To add new set of comments click on the plus sign in the Pre defined Comments window 2 Enter the comments in the Pre defined Comments Definition window 3 Click Save and Close to save the application and return to the main window Click Save and New to save the current definition and define a new one Click Close to close the Definition window with out saving the defined comments Whi
18. Ra 35 Alarm Maintenance 4s v9 299r RPRUPIA OE E A CR Ir eee ie E tic 35 Chapters Previous Alarms exor eR Reb eis AU XR wb Eds E AES Eua E Pies 36 Introd CUO iuis EE eur edidi dou a ipsu bem ds 36 Accessing the Application 0 cc ccc cc ccc cece cece cece eeeees 36 OVENI W d is iun ae oe ea a eee oa apes ean a ea 36 Running a Report oov one ete EIE ess MERE oe E RI Sonia ee wate eS 36 View Alarm Commens 5 6 Sear tee rers na Ra RR Nr ated evr acea 37 nin c Pc Sb eet 48 Gain a waa a ales SRW NEN eae Nees 37 Tool Bar hss ssc rb seh whew ans wk IE Wane ier vou blanch area ee 37 Alarm PVRS cope eh eee ba oem tco E dur der 38 Card ATAEDWS oue ice Et mist a E PORE E RENDERE ID REN NES 38 Contact Alarms See eal ag Bed eae ea eet oat ead we EE 38 Relay Alarms ons at Dno aene un Ion a ei e kas qubd d 38 Communications Alarms 000 eee eee eee 38 Controller Alanns 3 4 245 ade INE M Saee As a a b ER ied d 39 Operator Alans ied oce bL EE TEPE ed dE SA 39 System ATA IIS aia debite p odod edet vox ad Rt e davedes 39 CRUSE A AGS toe ape ient de keri Bae be eye Rod p decr EE 39 Tour System Alarms 2225 292 9 0040s 00 364 45040455 40 C hapter JAlddmmrOriphics Cent osa v ince X obrero Ee aee ded bea w ead t eds 4 OVeEVIEW oo etx bdo ta eade x duode iode td bd eed bur qa 41 Alarm NouficatlioD 23 eve REDE RP PEE UP EE wie Aer oer aes eds 41 Alarm Acknowledgement cccccccccccccccccccccsssceees 41 Pre defin
19. System Security Chapter 11 Manual Overrides Accessing the Application 1 Open the Geoffrey Launcher by double clicking the Launcher icon on your desktop 2 The login window opens Enter your user id and password 3 In the System Launcher window double click on Manual Overrides icon Overivew The top portion of this window contains several View tabs Selecting these buttons selections from the View menu will bring forward the tab you wish to use to locate or view override records The bottom portion entitled Available Overrides displays any defined tasks that exist for the currently highlighted record in the view above Avedleble D yermajer 511 718 x Beady 1 awal D D vemie Task ID i B Uros BD 1 55881 Header 7 Apnea 1 Lwecune Dvemda Tack Execute D vemde el Chapter 11 Manual Overrides Executing Manual Overrides Executing Manual Overrides 1 Controller Tree View Navigate through physical connections to locate Overrides by device Select the override and click Execute Override Task button located at the bottom of the window Override Set View This is the default tab Highlight a Set or Task to execute it both buttons are available here Execute Override Task and Execute Override Set Area Set View Navigate through Areas to select overrides defined for devices in an Area Override Sets are not available in this tab 4 Reader Contact and Relay V
20. Tasks that are defined in the system The system shows all override sets and tasks that have the alarmed device as an associated device for the override tasks or the device that the action affects for an override action To execute these Override Tasks right click on a alarm and select Override Tasks from the menu and click on the override you want to execute AA APA ETE E R EEUU PURO umma m 8 Edit Cardholder in Cardholder Definitions View Cardholder Images M11101 04 1 3 1 Downtown Complex 11th Fl Toll LOCK READER 1 O M11101 04 1 3 1 Downtown Complex 11th Fl Toll MOMENTARY UNLOCK M11101 04 1 3 1 Downtown Complex 11th Fl Toll RESET READER 1 M11101 04 1 3 1 Downtown Complex 11th FI Toll UNLOCK READER 1 MOMENTARY RD ON MASTER Select All Ckri A Unselect All Viewing Previous Alarms If you want to view alarms that occurred previously click on the View Previous Alarms from the File menu It opens the program for running reports on alarm history Details for this module are found in Chapter 4 Print Alarm Screen To print the current display of Alarm Monitor click on the Print Alarm Screen button from the File menu Minimize Alarm Monitor Clicking on the Minimize the Alarm Monitor option from the File menu will minimize the screen to the task bar if alarms exist that have not been acknowledged the screen will continue to pop up until they are attended The Close command is not availabl
21. The default is set until you change it To change this manually for the current report click on the hour minute or second to highlight it and use the up and down arrows or type in the field Set the End Time The default is set at the current time Changes are made the same as with Start Time Select File gt Display Defaults to change the defaults for the current reporting time periods The system defaults are set to Start 30 minutes prior to current time and End at current time shown below Specify the Sort Order Choose ascending or descending Click Run Report to begin the report The fields of information returned from the history database tables are displayed in the Display Grid This information may vary slightly depending on the type of trans action selected Chapter 7 Previous Transactions Transaction Type Definitions 7 The Reset Times button resets the time to the default you have defined 8 Click Exit to closes the View Previous Transaction window Note In the Status Bar the Query Execution Time at the left is simply the time it took for the query to run and return the selected report information At the right the First and Last fields are the dates and times of the first and last entries in the database transaction history table Printing the Screen 1 Select File gt Print Screen to send the current screen to designated printer Tool Bar Items Only the most commonly used transaction types have
22. This means that the PINs 13579 and 24680 are considered to be identical Furthermore PINs that are a subset of an already existing PIN are not allowed For example when PIN 13579 already exists in the system a PIN 1357 is not accepted Also it is highly recom mended to use the Auto Retrieve option to generate the PIN and not to use birth dates or other restricted or easy to guess sources The system uses the Minimum PIN Length specified in the System Settings while generating the PINs c iButton This option is used for iButton credential types The ID must be 16 digits in length and can only have hexadecimal characters 0 9 a f Note This feature is only used for iButton credential types The Credential Technology must be selected before using this feature COM Settings The COM Port must be configured in System Settings under the Offline Credential Settings tab called Offline Enrollment Reader COM Port If the COM Port is not configured correctly the feature will time out after a set amount of seconds The time out period can be set under System Settings gt Offline Credential Settings gt Offline Enrollment Reader Time out The default is 5 seconds but you can change this value to have enough time to swipe the credential The time out starts as soon as the button is clicked If this feature is used only for proximity cards the setting in System Settings Offline Credential Settings gt Proximity Card For
23. and category information that you want to be copied Now click on the Duplicate Cardholder tool bar icon or select it from the File menu 2 Enter the cardholder information in the top section of the screen and click the Save icon Area Access and Category information appears 3 Click the Active Badges tab and choose Add Badges to display the Badge Definition window Here you must enter an Encoded ID Badge Technology and Badge Layout The Stamped Number and Issue Code are optional fields 4 Next you can capture images and signatures For pictures choose the Capture Image icon on the main screen tool bar or chose Image from the View menu The Cardholder Image window is now displayed Choose your Capture Source then select the Capture button on the bottom left corner Your cropping options become active on the tool bar and in the Tool menu bar option When you are satisfied with the image click OK 5 To open the Cardholder Signature window select the Capture Signature icon on the tool bar or choose signature from the View menu This feature works exactly like the Capture Image screen Adding E mail Addresses Cardholder s e mail addresses can be stored in the system The user can either insert new E mail addresses or associate the cardholder information with the existing addresses that are stored in the system using E mail Address Editor application This option is also equipped with a search feature that allows you to find records
24. be changed by dragging and dropping to a new location The bottom left corner of the screen will display the number of cardholders that have been selected Advanced Find Feature Using Advanced Find you can build the search criteria by selecting appropriate entries from the drop down list box and entering specific value in the value field You have to select a specific field name condition and a specific search value Advanced Find feature uses Boolean logic to create complex and highly precise searches Boolean logic uses three connecting operators NOT AND OR to narrow or broaden a search or exclude a term from the search It is the process of linking criteria to narrow or expand a search through the use of NOT AND or OR The Advanced Find feature helps the operator to customize the search function The operator can define the searches and save them for later use The saved search criterion is displayed only for the operator who defined it Cardholders can be searched using cardholder fields like first name last name etc badge criteria or activation and expiration date 1 Click on the Advance Find tab located on the top of the Search window 2 The Advance Find of Cardholders window opens 3 Click on the Cardholder Fields button to search for cardholders by field name 4 Define your search criteria I If you want to search for Cardholder ID 10 you need first select the left parenthesis from the list
25. be added Controller alarms 8 here as shown 1 Select File View Alarm Comments The Existing Operator alarms Commands section displays the predefined comments for the alarm You can also double click on an alarm S to enter this window System alarms rts fs Options 1 File gt Print Screen sends the main screen report information displayed to the printer Alarm Types The following are the different alarm types available All reports include the following items of information only relative or additional items will be listed for each report type 1 Date and Time date and time of the alarm 2 Transaction transaction that generated the alarm 3 Device the device name that generated the alarm 4 Acknowledged Secured date and time alarm was acknowledged and secured or not secured if appli cable 5 Area the location of the device 6 Controller the controller that the device 1s attached to 7 Acknowledged date and time of acknowledgment 8 Acknowledged By user ID of the person who acknowledged the alarm 9 Cardholder Name if applicable Cardholder s name that used the card or the status of the card 1 e card not in database 10 Encoded ID from the cardholder badge information Card Alarms Alarms attached to cardholder transactions are called card alarms 1 Access Granted e Valid Access Valid Entry e Valid ExitValid Copy Machine Access 2 Access Denied Chapte
26. been added the user then must select the credential you want to add access for The system allows the user to create multiple access records for a selected credential You cannot add offline lock access to more than one credential at a time Note The selected credentials displays in bold characters 5 Once the credential has been selected the user can use the bottom pane to select the locks to add access to The insert button in the bottom pane brings up the Offline Lock Access Definition dialog The system allows the user to select multiple locks for one credential 6 Select the expand button and selected a time zone This is a required field You cannot select locks until a timezone is selected This is because each lock has different time zones attached to them up to 16 and when searching for locks the system only displays locks that have the selected time zone attached 7 Now select the activation and expiration dates by using the down arrow located near the corresponding fields 8 Select the insert sign to add the locks As mentioned above only locks that have the selected time zone will be available for selection At least 1 lock must be selected before saving The user can add the same locks to the same credentials as long as the time zone is different 9 Select the Save and Close to save the record Chapter 2 Defining Cardholders Add New Cardholders Note An offline lock can only support 1000 access
27. category is called Report Dates Available This has two fields Date of First Entry UTC and Date of Last Entry UTC These fields represent the absolute limits of your date definitions obviously you cannot ask for reports of changes in your database before it was installed or beyond today s date Therefore you are limited to the period of time between these two dates as listed in the fields Report Dates Ayailable Date af First Entry LI TC 3 14 2001 3 23 21 PM Date af Last Entry LI TC arg 2002 4 45 51 PM Begin Report Begin Report has two fields You can set the extent of your report by defining in the Beginning Date field the exact day from which you want to check all system activity though the default is today s date You further clarify this with the next field Beginning Time which defaults to 12 00 00 a m Note It is important to remember that the number of days you set in the Duration of History in Days in the Audit Trail Control module will dictate the absolute limits of when you can gather records If you set the duration for 14 days a Beginning Date before 14 days from today is invalid because all auditing records beyond 14 days have been deleted Begin Repor Beginning D ate 1 1 2002 Beginning Time 12 00 00 AM E End Report End Report allows you to delineate the utmost time limits that your report will collect information In other words i
28. defined as part of a routing group Chapter 3 Alarm Monitor Active Alarms When the alarms appear only users with the proper rights will be able to acknowledge Remember to give the proper Alarm Monitor Privileges at least Read Only rights to the users that are defined as Alarm Monitors or they will not be able to respond to the alarms Active Alarms This section displays incoming alarms and those are not acknowledged The color schemes for the alarm display are customized in the Alarm Definition module Acknowledged and Not Secured Certain alarm transaction types relate to the normal physical state of a device When the normal state changes an alarm is triggered While the alarm may be acknowledged it will display in this section until the device has physically been returned to the normal state The example below shows a Controller Alarm for a CIM Lost Link to RC This alarm will remain here until the connection to the controller has been restored The trans actions or conditions that will secure these types of alarm are Contact Secure Restored Link to Reader Restored AC Power to RC Battery Power Normal at RC Commu nications Restored to Slave Controller and CIM Restored Link to RC Acknowledging Alarms When an alarm occurs the system alerts the operator by popping up the Alarm Monitor on the screen The alarm remains on the screen until the operator acknowl edges it As a part of establishing standards
29. icon buttons For more choices use the Transaction Type drop down menu Note When you click on one of these buttons the Start and End time will be reset to the default any current display will be cleared and transactions occurring within the default start and end time will be reported immedi ately Sa x exi e o In order of appearance from left to right e Access Granted e Access Denied e Reader Communications e Contact Transactions e Reader Controller Transactions Operator Actions Transaction Type Definitions There are several Transaction Types available to choose from Descriptions of them follow Note As the list progresses we will only detail differing items of information for each group Access Granted Transactions Transactions include valid access entry exit and copy machine access The report returns the following infor mation I Date and Time of the transaction returned for all transaction types II Description the transaction that took place returned for all transaction types III Encoded ID the encoded ID number of the card used in the transaction This can only be seen if the operator has permission to view encoded ID numbers IV Cardholder the name of the person ID card is assigned to V Area location transaction occurred in returned for all transaction types VI Controller the defined name of the Controller that reported the transaction
30. in the Alarm Details and Comments window I Alarm Priority This indicates the priority level of the alarm II Alarm Date amp Time The date and time the alarm has occurred is displayed in this field III Alarm Transaction The transaction that caused the Alarm IV Secured Whether the device that is attached to the particular alarm is secured or not V Acknowledged Whether the alarm is acknowl edged or not VI Acknowledged by The name of the operator who acknowledged the alarm VII Controller The controller that is connected to the device which generated the alarm VIII Device The device that generated the alarm E g In a situation where there is an alarm called Lost Link to Reader the Reader is the Device The name of the Reader will be displayed in this field IX Cardholder If the alarm is a cardholder alarm the name of the cardholder will be displayed here X Operator If it is an operator alarm E g illegal login the name of the Operator will be displayed in this field The right hand side of the window contains Instruc tions to the Operator and the comments that are added by the operator Click on the Alarm Instructions button to see the instructions to the operator These instructions are entered in the Alarm Definition program when an alarm is defined The administrator can also attach a wav file with for each instruction Depending on how the alarm was defined you may b
31. in the lower pane of the main window of the application Cardholder Search Wizard Find a Cardholder When you click on the binocular icon the Cardholder Search Wizard is activated There are three search features They are Find Cardholder Find Previous Cardholder and Find Next Cardholder You can search by Last Name First Name or User Defined Fields To view the entire cardholder database press the Find Now button without entering a value in any field The default search order is displayed alphabetically To search by a user defined field place a check mark in the UDF Search field and fill in the values pd Previous in Search This will display the 4 previous cardholder in the database according to the sort order that was selected in the above option pi Next in Search This will display the next cardholder listed in the database according to the cardholder sort order Show Results on Load This search feature is intended to be used the first time the module is opened Checking one of the sub menu items will load all the data when the search form is opened An unchecked item will display a blank search form and the user must enter values for the search To change the sort order left click on a column heading For instance to sort by Cardholder ID click on the Cardholder ID title bar Your sort order directly affects Previous Cardholder in Search and Next Cardholder in Search Size and order of columns can
32. in this screen will 65 appear in the report Chapter 10 Report Launcher Viewing Report Selections 7 Click Finish to launch the report If the Launch Immediately button was checked in the first step the report will be launched automatically Note The method of selecting Devices and Areas is a little different but easy to use and follow You will see these steps only if the report requires those selections Editing a Sub report 1 In order to modify a sub report highlight the report name use the right mouse button and select Edit Report from the menu options 2 The Report Edit Dialog will display The Description and Notes fields can be modified The Report File Name cannot be changed however it is displayed for reference You will also find the Date Created and Date Last Run fields here Deleting a Sub report 1 Highlight then right click the report you want to delete and click the Delete Report menu option or right click and select Delete Report from the menu The software will not permit the deletion of Base and Derived reports Viewing Report Selections If there are any selections for a sub report such as cardholders devices or areas these selections will be displayed on a tabbed page at the bottom of the report launcher when the Derived Sub report report is highlighted in the tree The following page will show the displayed information for a Derived report You can include additional selections to an
33. of Geoffrey software The Add Cardholder button links to the Cardholder Search Wizard Highlight your selections and click OK 2 Alist displays when a portrait will not be exported The wizard displays the cardholders selected for export 3 The next step is to select the path file naming convention and file name separator I Directory for Export Type the full path or use the Browse button to select your folder location II File Naming The Export folder will contain the JPG images of your cardholders Select a good naming convention under the File Name section When choosing a combination of fields you can determine the order by using the Field Up and Field Down buttons III Separator This is used in conjunction with file names that use several fields Example When using a period the file name format in the folder will be Last First jpg such as Doe John jp A forward slash back slash or star symbol is not permitted as a Separator An error message will display if one of these characters are entered Printing Reports Print Dossier Report A Dossier is a type of Badge Layout that has been identified as such in the Badge Creation module A Search window allows the user to select from a list and send the report to be printed Dossier Reports can be sent to queues just like badges While printing the reports select the option Send Dossier Reports to Printer Queue Note The system will default to the opt
34. on what the credential technology you have selected in the previous step It can be one of three different types a Encoded ID This field is for card types Magstripes proximity etc the maximum length of the encoded ID is 16 digits Click the Auto Retrieve option to automatically retrieve the Encoded ID PIN or iButton ID by attaching an offline lock to the computer through a serial port When the user touches the button or swipes a card at the reader the system generates the ID automatically b PIN This field is for PIN Only credential types It must be numeric value between X and 8 digits X a Setting in System Settings under Offline Credential Settings called Minimum PIN Length The minimum digits that the system allows is 3 The smaller the minimum length the smaller the amount of PIN number the system can have Ten digit versus five digit PIN and other PIN rules CM Lock hardware supported by Geoffrey access control system does not work with full ten digit PIN but converts PINs to a five digit scheme representing the buttons on the lock s keypad Although all ten digits can be used the resulting PIN is converted into the five digit scheme and then tested against all other five digit PINs in the system Only when no duplication with another five digit PIN is detected the new PIN will be accepted The translation is as follows Digits in PIN Translated n label on Value lock s keypad 9 0 5 9 0
35. the Security Tour Client Module Note Make sure that SP CIM and the Tour Service application are running before you start the Tour Client application Chapter 12 Security Tour System Client Accessing the Application 1 Open the System Launcher by double clicking on the Geoffrey Launcher icon on your desk top 2 Select Security Tour Client icon and double click on it Overview The Security Tour System application also allows the user to start new tours stop pause and resume currently running tours i 2 Tea 1 Gheckpondls The main window of the application displays the tour status and checkpoint status The status messages are displayed according to the colors and fonts selected for each message in the Tour Definition Client application The upper pane of the window displays the tour definition information including tour status cardholder information checkpoint status etc The lower part of the window shows the device details and checkpoint information Chapter 12 Security Tour System Client Starting a Tour Starting a Tour 1 Select File gt Start Tour or click on the Start Tour button on the tool bar Note If the first checkpoint defined in the system is an initiator checkpoint the tour will begin only with a card swipe or a contact transaction 2 Inthe Start New Tour window first select the tour you want to start Click on the expand button near the Tour to Start field to select a r
36. the cardholder records by clicking Add Cardholders You can use the Search and Advance Search features for adding cardholders Once you have added the required cardholder records you want to modify click Next 3 In this step you must select the access control fields you want to modify Access Blocked Check the box to enable this field This sets it s value to true If you want to block access for the selected cardholders click the box next to the field Activation Date Enable this field by clicking the check box You can modify the activation date by entering the date manually or click on the drop down arrow to use the calendar Make sure that the date you enter is a valid date It must be the current date or a future date Expiration Date It works the same way as the activation date Enable the field and select a valid date Controlled Antipassback Place a check mark in the box next to Controlled Antipassback if you want to enable this functionality Chapter 2 Defining Cardholders Delete Cardholders 4 Click the Next button to continue A summary of the modifications you made is displayed To change any value click Back to return to the previous step When you are satisfied with the modifications click the Finish button to complete the process Delete Cardholders Delete a Single Cardholder record 1 Using the Cardholder Search wizard select the cardholder record that you want to remove from the d
37. the fields that you see on the main screen including the user defined fields I Last Name is a required field on the first screen If a User Defined field has been defined in the UDF Editor as Required then UDF fields must also be entered as well II User Defined Fields are additional cardholder fields examples of UDFs are Nick Name Social Security Number or Phone Extension Please refer to the UDF Editor chapter for more information You may type in any of these fields to modify the infor mation In addition the date fields offer a drop down calendar Use the down arrow to scroll for additional fields on the page The portrait capture date and signature capture dates are disabled as these dates are entered automatically while adding portrait and signature x Last Name Benjamin First Name Kate Initial Activation Date 03 24 2004 m Expiration Date 12 21 2199 Cardholder ID 0 v Controlled Antipassback Anness Rlncked z Cancel Back Nest III If you want to block the cardholder s Area Access privileges check the box near the option Access Blocked IV To enable anti pass back feature check the box near the Controlled Anti pass back option If this field is unchecked the card is considered as a master card and it will override the anti pass back global anti pass back rules of the card readers The card can be used anywhere any number of times Anti Pass Back Anti
38. to the cardholder category The program copies these fields from the previous record to a new cardholder record It will also replicate user defined fields that are marked for duplication in the UDF Editor module The user can then enter the new cardholder s name badge and image information Removing multiple cardholder records simultaneously is easily accomplished through the Delete Cardholders feature All these features are described in detail later in this document Note We recommend you to explore the tool bars icons menu bar drop down options hot keys and tabs to be familiar with all the available options within the program Add New Cardholders There are two ways to enter new cardholder infor mation They are using the Cardholder Wizard and the Add New Cardholder Options The Cardholder Wizard will lead you step by step through its screens for cardholder information The Add Cardholder option allows you to enter information directly on the main screen However additional steps for image and signature capture are necessary New Cardholder Wizard The Cardholder Wizard screens prompts you to add cardholder information user defined fields to define badges add area sets and additional areas for access privileges cardholder categories and image and signature capture 1 Select File Cardholder Wizard option or click the wand icon on the tool bar 2 The New Cardholder wizard shows all the available fields
39. with it etc in the GVTR module The user also has to define transactions as Alarms in the Alarm Definitions program to receive alarms You can also receive live video on the Alarm Monitor while viewing the recorded video of a transaction In the Alarm Details window click on the button Live Video The video from the camera associated with the transaction will be displayed on the screen Pas igen istam dae Famers Lele Candide ima X Um 3 Click on the View Recorded Video of this Alarm button to play back the video of the alarm This video file is opened in a new window so that display of live video is not interrupted 104215 105 o 104300851 oo oF 104236306 Frame 88 hi d n E a h es Tesnenction Date 1129 2002 104230 Camera Humber 4 Chapter 3 Alarm Monitor Viewing and Editing Cardholder Information Viewl ng and Ed iti ng 2 The cardholder portrait and signature are displayed Cardholder Information iok File wiew Tools Fortrai Alarm Monitor also allows you view the portrait and signature of the cardholder provided you are viewing a card alarm in question to reassure the security further 1 Right click on the Alarm and choose View Cardholder Images option from the menu E view Alarm Details Edit Cardholder Information View Cardholder Portrait and Signature Pros SelectAll ctrl 7 Unselect All 3 The user can choose to view either portrait or or click on the
40. Add Credential An online credential is automatically inserted Credential Insert Full Automation Mode When Badge Insert Full Automation Mode is on badges are generated automatically after the cardholder s photograph is taken for the first time The following criteria must be met to insert a blank badge in the Full Automation Mode There must not already be a blank badge a blank badge is one without Encoded ID and Stamped ID for the cardholder e Valid UDF Links must be predefined for Badge Technology and Badge Layout The user must have at least read only permissions on the cardholder The user must have as least read write permissions for badging The option Enter Encoded ID and the Stamped ID later must be turned on in the System Settings Theoption Credential Insert Full Automation Mode must be turned on in the System Settings The Image Date field must be blank Now follow steps 1 to 5 in the Badge Insert Partial Automation Section Once you have created the user defined field and linked it with a particular badge technology and badge layout you can start adding cardholders Fill in the required fields While filling in the user defined field that you used for linking with the badge technology and badge layout make sure that you are using the same field value that you used for linking Note The field value in Cardholder Definition must be the same as the column value that was entered
41. Chapter 5 Alarm Graphics Client Alarm Acknowledgement IV Click on the View Recorded Video of this Alarm button to play back the video of the alarm This video file is opens in a new window called GVTRPlay5 so that display of live video is not interrupted lt 4 GVTRPlay5 Connected to Video Demo 172 16 10 10 xj Fie Setting Help Transaction Store Stand Alone Camera Caption Proximity GVTR 10 42 15 105 o 10 43 00 851 1042 36 866 Frame 88 Hd a a b gt bb Transaction Date 11 19 2002 10 42 30 Camera Number 2 View Cardholder Image Click on the button Cardholder Images from the Alarm Details and Comments window The cardholder portrait and signature are displayed zig File wiew Tools Portrai ab rans BE 9 45 white BuceH 1 Preview Pending Alarms on this Icon You can also view all active alarms that are routed to Alarm Graphics workstation When you click this option these alarms alarms for the selected icon only will be displayed in Pending Alarms window Double click on these alarms to acknowledge them The Alarm Details and Comments window is displayed You can also access the Alarm Details window from the right click menu of the alarm or the tool bar icon Dote and Time of Ales Truaton 8 8888 8 Acknowedged Secued Deve L TEE 3 DP ES D Valid dice i 2 Find Alarm in the All Pending Alarms When you click this option the syste
42. Communications Lost Link to Reader Chapter 4 Previous Alarms Alarm Types Restored Link to Reader Slave Controller Communications Lost Link to Slave RC Restored Link to Slave RC Controller Alarms Alarms brought about by controller transactions are controller alarms Reader Controller Transactions Lost AC Power to RC Restored AC Power to RC Battery Power Low at RC Battery Power Normal at RC RC Card Table Full RC 75 Full Expired Badge Deleted Expired Access Privilege Deleted Communications Lost to Slave Controller Communications Restored to Slave Controller Operator Alarms Alarms attached to operator transactions are operator alarms Workstation name of the workstation on which the Alarm occurred Operator user ID of the person who was using the workstation when the alarm occurred Operator Alarm Transactions Logged InOnline Monitor Closed Logged OutAlarm Display Logged Out System ShutdownAlarm Display Logged In e System StartupAuto scheduler Started Bad LoginAuto scheduler Shutdown Online Monitor Started Alarm Display Logged In Alarm Display Logged Out Auto Scheduler Started Auto Scheduler Shut Down System Alarms Alarms brought about by failures of the system process are called system alarms 1 System Alarm Transactions CIM Online CIM Lost Link to RC e CIM OfflineCIM Restored Link to RC e CIM Started CIM Failure e CIM ShutdownGather from RC Ga
43. N Enter a value that the credential will use after it is swiped at a campus lock This is required if the PIN Requirement is set to Always or As Defined by TZ If the PIN Requirement is set to Never then this does not need to be entered VII Gender Campus locks can be set to allow access rights for male or female users only or to conduct no check on gender Click on to see the list with the options Male Female and All and Other Setting Gender to Male allows access rights to locks that are set to Male or AID setting Gender to Female allows access rights to locks that are set to Female or Alr and Other allows Access Rights to locks that are set to Other or do not check gender access Choose the desired setting by clicking on the list entry After the selection is completed the list closes and the new selection appears in the text field of Gender a All means this credential can get in all locks no matter what gender access is checked b Male means this credential can only get into locks that have male access only or that do not check gender access c Female means this credential can only get into locks that have female access only or that do not check gender access d Other means this credential can only get into locks that have Other access only or that do not check gender access VIII Badge Layout Select a badge layout of the credential Click on the expan
44. R i Cardholder ID 20 4 ew XBeww AND font Name LIKE Xd Jj Delne Ortens N Field Name AND OR Condition Value l Ff xe zf J mSE a LB When you run the search you will get the records corresponding to your search criteria The following window shows the search result 5 Once you have defined the criteria click File gt Save 6 Add a description to your search and click OK 7 The new search will be saved for future use and listed under the Advanced Find button You can also search for cardholders using Badge Criteria Activation and Expiration Date Area Access and Categories Use of Wildcards The Advanced Search feature provides ways to select certain cardholder records without typing complete infor mation Geoffrey System allows the use of wildcards more formally known as metacharacters to stand for one or more characters in a cardholder record A wild card is a value entered into a query field that represents any other value and is usually used when exact values are not known The users can do partial match searches by using the percent sign as a wildcard Within the search criteria a user can type the character before or after their search text as a wildcard Chapter 2 Defining Cardholders Cardholder Search Wizard E g Entering er will return all the last names that end with the letters er By using the wildcard in the beginning the user is requesting the system to find all part
45. Report 64 Device Control 55 Download Update Status Messages 55 Duplicate Cardholder Information 22 Duplicate Cardholder Information 22 E Editing Transaction Monitors 50 Editing Transaction Monitors 50 Edting Offline Credentials 16 Executing Manual Overrides 68 Executing Override Tasks 35 Export Cardholder Portraits 24 Exporting Data 16 Extend Area Access Time 8 F File Server Film separations Filtering Transactions 49 G Generating Badges Automatically 11 Generating Badges Automatically 11 Guest Alarms 39 Guest Pass Transaction 55 Hours of Support 3 K Key Features 2 Index L Labels 2 Launching a Report 64 Launching the Portrait Monitor 57 M Manual Overrides 67 Manual Overrides within Portrait Monitor 58 Massive Access Control Modification for Cardholders 23 Minimize Alarm Monitor 35 Modify Area Access 8 Multiple Cardholder Deletions 24 N New Cardholder Wizard 6 O Offline Credentials 13 Operator Alarms 39 Overview 47 Overview 5 P Page creep See Creep Pausing Transactions 48 Popup on Transaction 49 Portrait Capture 9 Portrait Capture 9 Portrait Monitor 56 Pre defined Alarm Comments 32 Pre defined Alarm Comments 43 Print Alarm Screen 35 Printing Printing Reports 25 Printing and Exporting Reports 64 Q Quick Launch Feature 64 R Reader Controller 3 Reader Interface 3 Rearranging and sorting Column Titles 62 Receiving Video of Alarms 33 Refresh Report 61
46. Sort Descending Chapter 4 Previous Alarms View Alarm Comments 4 Select Run Report This will execute the query 2 File gt Display Defaults system default times are and displays the information shown in the dialogue 5 oreset the start and end time click on Reset Times After manually changing the start and end Tool Bar times and running a report this will reset the times to your defaults The icon buttons combine the tasks of selecting the alarm type resetting the time range to the defaults you 6 The fields of information returned from the history database tables are shown in the Display Grid This information may vary slightly depending on the type action represented appears in a hint displayed when you of alarm selected The Query Execution Time at the pass the cursor over the icon only the most commonly left hand corner of the screen is simply the time it took for the query to run and return the selected report information At the right the First and Last fields are Card alarms the dates and times of the first and last entries in the database alarm history table have set and running the report The name of the trans used transaction types have icon buttons Bg 7 Click Exit to close the application Contact alarms Ei View Alarm Comments Communications alarms a When an alarm is acknowledged the operator may enter comments at that time and are what the screen below will display Additional comments may
47. VII Device the defined name of the Reader on the Controller that reported the transaction Archive History This displays Archiver transactions and status Note Current versions of Geoffrey Access Control do not implement this feature Access Denied Transactions Transactions include all those found in the Access Denied group Selected Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Access Denied Invalid PIN entered Anti passback violation on entry attempt Anti passback violation on exit attempt Badge not yet activated Access Denied Badge has been blocked from all access Access to this area has been blocked Access to area not permitted Area access not allowed in current area stat Access through this type of door not allowec Access to area not permitted during timezorn Access permissions to this area have expirec Select Transactions x Transactions Invalid site code Badge not in controller memory Badge has expired mu m i o o o n no uo o n UN UN UN UNT Access Denied Invalid Issue Code PO Select All E 3X Cancel Reader Communications This reports any disruptions or restorations in the communications between the Reader Controller and the Reader interface The report returns the following Description L
48. ached The time the checkpoint re start the tour If the tour is paused for longer than was reached the idle time out period of the tour the tour will 7 Time Allowed to Arrive The amount of time the automatically be cancelled The Pause Tour button cardholder walking the tour can take to reach the will only become enabled when the selected tour is checkpoint This will start when the previous check running pomt was teached 3 To re start a stopped or pauses tour click the REsume 8 Checkpoint ID The identification number of the tour button or File gt Resume Selected Tour option checkpoint from the menu The resume tour button will only become enabled when the selected tour is paused View Cardholder Image hdd g Removing Tours 1 To verify the image and or signature of the security officer who is walking the tour select the tour and 1 To delete a tour from the view select the tour and choose View Cardholder Images option from the choose View Remove Selected Tour option menu 2 To delete all stopped or finished tours select View gt Remove All Finished or Stopped Tours Stop Pause Resume Tours 1 To stop a tour select the tour and click on the Stop Tour button on the tool bar or select File gt Stop Selected Tour This option will only become enabled when the selected tour is running or paused A Access Control Badge 2 Access Control Cards 3 Access Denied Transactions 57 Acknowledged and Not Secured 31 Ackn
49. allow a person to move things from one room to the other In order to prevent this person from keeping access rights to the previous room the Room change expires at a specific date From that date on access rights to the previous room are dropped and only access rights to the new room are in place Select the expiration date in Room Change Expiration Date The default date is always one day after today 4 Once all the controls have been filled in the user must use the Encode Room Change button for the changes to take affect This will save the record with the room change and then encode the new card The user must present the same card that matches the database Define Offline Lock Access Note This option applies only to the CM Lock creden tials Campus lock access privileges are defined using the Campus Lock Access Definition dialogue The next step is defining the access privileges for the offline credentials you created Follow these instructions to define offline lock access for credentials 1 Select the tab Offline Lock Access gt Add Offline Lock Access or select File gt Offline Lock Access gt Add Offline Lock Access 2 Click the insert sign on the upper part of the Define Offline Access for window 3 Select the credentials that requires access to a specific area The Insert button opens the search window allowing the user to select any of the current cardholder s offline credentials 4 Once credentials have
50. an Groups and reports can be created in the Report Settings j i be launched immediately and will have a icon module The main window contains the Menu bar Shortcut pj Alarm History Reports gj Archive History Reports pj Audit Trail Reports aj Cardholder Reports r4 Cardholder amp ccess by Areas Selected Cardholders 47 Cardholder Information All Cardholders 47 Cardholder Information Retired Badges All Cardholders amp Cardholder Information Retired Badges Selected Cardholders c 4 amp Cardholder Information Selected Cardholders Administrative Staff Cardholder Info Sub Report amp Cardholders by Category Selected Category 47 Cardholders With Access to Expire All Cardholders 47 Unused Cards Information r4 Unused Cards Information Selected Areas uj Database Reports uj Guest Pass Reports uj Muster Reader Reports uj Transaction History Reports E icons Quick Launch drop down option and the Report m Tree HIS Chapter 10 Report Launcher Launching a Report Report Groups Under every Report Group in the tree are base and derived reports and any predefined user created sub reports New report groups can be added using the Report Settings application Base Reports These reports are predefined in the Geoffrey software and therefore need no further user input except a Date and Time selection Base Reports can be immediately launched and are indicated by a ye
51. an will be loaded 3 Atleast one key must be defined to save the credential Each key can have a separate access plan if wanted Encoding a Credential Any change to a Campus lock credential is only submitted to the database after the credential tied to the currently opened credential record is encoded with updated infor mation Clicking Encode will first initialize the Card Chapter 2 Defining Cardholders Add New Cardholders Encoder connected to the PC A message text appears in red font above the button bar of Campus Lock Credential Definition dialogue Once the initialization is completed the card encoder is set to write mode and is ready to encode the Campus lock credential Insert a card into the card encoder when the read write light of the encoder turns on A message indicates that the card is successfully encoded Replacing a Card Geoffrey system provides functionality to limit the damage resulting from a lost Campus lock credential This tab will only display after the credential has been encoded once and the credential is being edited It allows the operator to replace a lost credential The Encode Replacement Card button will increment the issue code by one and then encode the new card The new issue code will only be saved if the encoding process is successful The new card must be swiped once to disable the lost one This issue code cannot be manually changed This system just uses the next value The first time a card i
52. as alarms Tour Started Tour Stopped Tour Resumed Tour Paused Tour Finished with Fault Tour Finished Successfully Tour Timed Out Tour Out of Sequence Tour Reader Transactions The following are the Tour Reader Transactions that can be defined as alarms Arrived On Time At Reader Checkpoint Arrived Early At Reader Checkpoint Arrived Late At Reader Check Point Reader Checkpoint Never Reached Tour Contact Transactions The following are the Tour Contact Transactions that can be defined as alarms Arrived On Time At Contact Checkpoint Arrived Early At Contact Checkpoint Arrived Late At Contact Check Point Contact Checkpoint Never Reached Relay Transactions Relay Energized and Relay Released Chapters Monitor Introduction Geoffrey Access Control System offers another type of reporting tool the Portrait Monitor module Activity and images are viewed instantaneously on any designated computer monitor This application can be used to validate and track cardholder identity and access Detailed information with cardholder or guest images is examined as the transaction occurs Assigning workstations as portrait monitors is accomplished in the Portrait Monitor Control module See Geoffrey Administrator Manual for further details J Cardholder Ported Herder Piesa BE Eh i Ehe Trance haran Traction Date ard Tuna rane ene B raraaciun LDurzsplen rep adhue riria Lait Hian menm Ficit
53. atabase 2 With the record displayed on the main screen select Edit gt Delete Current Cardholder or choose the tool bar icon A confirmation message is displayed Click Yes to delete the cardholder Multiple Cardholder Deletions In the Cardholder Search wizard choose the records to be removed from the database This feature is separate from the Delete Cardholder icon that resides on the tool bar While deleting multiple cardholders at the same time any attempt that fails will be added to a list view and when the deletion is complete a dialog pops up with a list of cardholders who were not deleted and showing the cause of the error 1 Select Edit gt Delete Multiple Cardholders or select the tool bar icon The Cardholder Search window will display Use your control Ctrl key to make multiple selections Click OK A confirmation message is displayed to verify the number of cardholders to be deleted Click OK Export Cardholder Portraits This feature provides an Export Wizard that sends cardholder images to a separate file These files can reside on the local drive or can sent across the network to and saved on a different computer This is useful when you want to store image copies on a different server or when a picture needs to be attached to an E mail message It is recommended that the Export file reside outside of the Geoffrey software The Export Wizard permits you to copy portraits to a new file located outside
54. b in the cardholder main window displays only Areas it will not display the Area Sets assigned to that cardholder This means that individual Areas that are members of an Area Set are listed in the cardholder s Area Access tab An Area will only display one time in the Area Access tab regardless of the fact that it may be in multiple Area Sets that have been assigned to a card The three buttons are Add Areas Remove Areas and Edit Areas Note Use the Add Area window when a cardholder needs access to a specific area and that Area is not associated with any Area Sets that you ve assigned to the cardholder You may want to skip this screen until you can review the Area Access tab 4 Select Next to skip this step 5 In the Area search screen type the area name in the criteria field or use Find Now to display all areas that have been defined 6 Highlight the Area and choose OK To add multiple Areas hold the control key down while you make your selections 7 Click OK to display the Areas that have been selected Area Access The Area Access Permission window prompts you for Time zone and Access Expiration To select a different Time zone use the browse button To change the date use the drop down arrow to access the calendar The up and down arrows will modify the time field If the Click the Advanced button to display all Area States and Door Types Note If the Area Set s you selected is using an Area Access temp
55. box II Parenthesis can be used to create nested search clauses Using the Parenthesis one can override the standard order of priority left to right for each Boolean statement in the search III Select Cardholder ID as the Field Name IV Select equal to 2 as the condition V Enter the value as 10 VI Provide the closing parenthesis at the end VII When you are satisfied with the criterion click Add to List button If the criterion 1s not valid 1t 1s displayed in red under the Where Clause section When the criteria becomes valid the font color changes to black VIII If you would like to specify additional search condition you can select AND OR from the list box E g If you want to search Cardholder IDs less than or equal to 10 and last names with the letter K and Cardholder IDs greater than or equal to 20 and last names with the letter D define the search criteria as follows Chapter 2 Defining Cardholders Cardholder Search Wizard Cardholder ID gt 10 AND Last Name Liked OR Cardholder ID gt 20 AND Last Name LIKE d 7E Advanced Find of Cardholders Pe Search For Cardholders Cardholder Fields Badge Criteria Activation and Expiration Ama Access Categories Find tems thet match there criteria New Search AND OR LB g fl Cardholder ID E 10 AND Lan N 13 OR ux UF ll Cadholde 1D 20 AND Last Name UKE Zd I Whee inum I ICarcholder ID 10 1AND Last Name LIKE XKX IO
56. ctions relating to communications between the CIM and the attached Reader Controller are returned The Reader Controller will store information on expired badges and access records for 48 hours after expiration for the purpose of advanced notice prior to record deletion These two types of transactions are newly included in this group CIM and SP Status Messages This option displays transactions involving the status of the CIM or SP The information includes 55 Chapter 7 Previous Transactions Workstation which workstation the message came from Download Update Status Messages These transactions are related to system information downloads or updates from the CIM to the Controller Description Reports whether update or download was sent to the reader controller Device Control This option relates to transactions during which an operator performs any type of Manual Override to a specific device Note Current versions of Geoffrey Access Control do not implement this feature Guest Pass Transaction The transactions occur while using the Guest Pass System is called Guest Pass Transactions The following is the list of transactions Guest Signed In Guest Authorized Guest Signed Out Guest Reset to Pending Guest Deleted Tour System Alarms Security Tour System Transactions 1 Tour Operator Transactions The following are the Tour Operator Transactions that can be defined
57. d ID This is the unique number assigned to a cardholder s badge This number is physically programmed into the badge and is read by the reader and used to identify the cardholder and their access privileges VIII Operator This shows the User Login name that made the change IX Operation This column lists they type of activity that occurred in the database Insert will be listed when any new records have been added Update is listed when you have altered an existing record and Delete indicates that an operator has removed record X Original Value This will list initial properties of the record you are viewing For newly created records Insert the Original Value will be blank XI Updated Value This shows whatever modifica tions have been made to pre existing records You can use this to compare the new Updated Value with the previous value given to the record which is shown in the Original Value column Chapter 9 Audit Trail Report Understanding a Report XII Referencing Timezone This is the name of the Timezone that was deleted Rearranging and sorting Column Titles Column titles can be placed in any order that is conve nient to the user Simply drag the column title and drop it to a new location To sort in ascending or descending order click in the title bar The sort order is viewed on the bottom left of the screen Total Rows is written to the left of the sort order Chapter 10 Report Launc
58. d button to see all the defined badge lay outs Select a layout and the list closes The selected layout will be displayed in the Badge Layout field IX Stamped ID Enter the ID number printed on the badge This allows the user to distinguish between different credential just by looking at the credential This must be between zero 0 and 2 147 483 646 X ADA Relock Delay An individual ADA Relock Delay can be assigned to each Campus Lock Credential The ADA Relock Delay of a credential always overrides the standard Relock Delay time configured for a lock It further enables the ADA Relock Delay function of a Campus Lock When both Campus Lock Credential and Campus Lock have an ADA Relock Delay specified the longer delay time of both will apply even when it is shorter than the standard Relock Delay of the lock Enter the delay time in seconds into the text field of ADA Relock Delay Sec or use to increase or decrease the delay time The default entry is O and the maximum amount is 255 seconds XI Last Encode Date This displays the last time the credential was encoded This is a read only field Next step is selecting the access plan that this credential will have access Select the Card Access Values tab This tab is used to setup the card access value keys for the credential Access to a particular building floor or room is given by associating its value to a key A credential is allowed to have a maximum of five
59. d receives alarm transactions Maps and icons begin to respond to these transactions based on how they are defined In order to receive graphical representation of alarms the Alarm Graphics Client program must be added to the Start Up tab using System Security program However the system does not allow you to add both Alarm Monitor and Alarm Graphics to the Start Up tab at the same time So if you want to add Alarm Graphics program to the Start Up tab you need to first remove Alarm Monitor from the Start Up Note The Operator must have at least Read Only permissions to the Alarm Graphics program in order to see alarms video or executing override tasks Alarm Notification When a transaction is generated and the SP finds an alarm label and attachment that matches the transaction it generates a new alarm Based on the alarm label information the SP sends the alarms to appropriate workstations To receive alarms in Alarm Graphics Workstation the administrator has to define one particular computer that runs Alarm Graphics program as workstation when the alarm labels are defined Chapter 5 Alarm Graphics Client When the Alarm Graphics Workstation receives alarms the programs searches for icons that have the alarm label attached with it When it finds the appro priate alarm attachment it displays the respective map with the animated icon based on the definition notifying the operator about the state of the alarm E
60. define a new one Click Close to close the Definition window with out saving the defined comments 4 While defining alarms the administrator can attach these comments with the alarm The operator shall be able access these comments from the Alarm Details window while acknowledging the alarms 5 Receiving Video of Alarms If there is Geoffrey Digital Video Transaction Retrieval System attached to your Geoffrey Access Control Chapter 5 Alarm Graphics Client Alarm Acknowledgement System you can receive video of each transaction that occurs in the system The Alarm Graphics program is capable of displaying live and recorded video The recorded video is displayed in a separate window so that the user can still receive the live video while viewing the recorded video I You can play the video by right clicking and selecting Live Video option on the icon located on the map II You can also access the video from the Alarm Details and Comments window under Live Video tab Note In order to receive live and recorded video of transactions in the Alarm Graphics System you should have GVTR system attached with the Access control System The user also should define cameras while defining the icons III In the Alarm Details window click on the button Live Video The video from the camera associated with the transaction will be displayed on the screen pue Nam macte Pium Carmes Live Video Cacfrcksm images
61. des within Portrait Monitor Clicking Manual Override located at the bottom of the Portrait Monitor window opens the main window of the Manual Override module Provided that the operator has at least Read Only rights to the Manual Override module he can execute a device override Highlight the task and select the Execute Override Task button Please Chapter 8 Portrait Monitor Manual Overrides within Portrait Monitor refer to the Manual Override chapter for further infor mation on this module Chapter9 Audit Trail Report Introduction Audit Trail Report is a program that allows you to conveniently monitor any additions deletions and changes made to your database This module is used to create reports and view differences in the data tables Virtually all Area Access Area Cardholder Badge and Time zone information can be organized and viewed For example if an operator mistakenly deleted an Area that in turn affected cardholders and their Area Access you can quickly determine which user was responsible the date of the change the Area name the original value and the updated value Accessing the Application 1 Open the Geoffrey Launcher by double clicking the Launcher icon on your desktop 2 Thelogin window opens Enter your user id and password 3 In the System Launcher window double click on Audit Trail Report icon Chapter 9 Audit Trail Report Overview The Audit Trail Report window displa
62. dud sold Coe ae hea Ge ha RUE Ed eae 59 INCFOOUCHION 225261325 994500 Pee es essaie wrestbP es bene ew 59 Accessing the Application ccc ccc ccc ccc c cece cece cesses 59 OVORVIOW uo vs 25 crore es Sse a aeos ee eS ei we OR end ors 59 Generating a Report x oevese eon ER ERRARE X RA RP OEC RP ERES 60 Report Dates Available cade E ERPEIS Iq 3m Y xs 60 Bevin Repo ac ceat eost m e dM AA Cat ADR pU oC ER 23a 60 PAL REPO 2 aac Duo beta aan o nint debui eee aed 60 Iun Repo ieee a si mew shined e sedat idet 61 Remes ERGO unco enr end Poeta AE et Dee 61 Understanding a Report o cvs cpeeR TURRIS ee 61 Column Name Definition 0 000000 0 eens 61 Rearranging and sorting Column Titles 62 Chapter 10 Report Launcher uu iaceat aah oxida nt wad Se wie Oe oe PUER AGREE bea 63 IntFOCUectloli i226ebeEe hoe eh oh eh obs Sa aer eb e heh ee eee Ses 63 Accessing the Application cc ccc cece cece cece cece cece eeees 63 OVebVIe W aou succo b vu eco una So ce Nd asia EA ew Wee pad fari aod da eee 63 Report Tiree View inne Eo ean tion deque qdddech Baro 63 Report Groups serrar ecd delen AE ed ee eens Rest 64 Base REPONS 4 554555 Mni ed URSI Ea NR Ede s 64 Derived BebOlsc o sores i oes ree Sam ud V eR CEN 64 Derived Sub Report User Created 64 I a nchinse d Repr oerein ERE PSOE EEG d Seek a ERR ae ease 64 Quick Launch Feature 0 00 0 64 Printing and Exporting Rep
63. e required to provide User ID or comments for the highlighted alarm before the system will accept the acknowledgment command The administrator can force login and force comments before letting an operator to acknowledging an alarm lf this is the case the applicable window will open for you to enter said requirements and acknowledgment will be accepted Pre defined Alarm Comments While entering comments you have the option to select the predefined comments or enter comments free form Geoffrey System provides a program for the Adminis trator to set pre defined comments for the operator to enter while acknowledging the alarms Follow these steps to define alarm comments 1 Open the Pre defined Alarm Comments program from the System Launcher To add new set of comments click on the plus sign in the Pre defined Comments window 2 Enter the comments in the Pre defined Comments Definition window id Predefined Commnets Definition x Fie Search Help Predefined Comment Card Alarm 1 Dispatched Security Officer to specified location 2 Obtained personnel in question 3 Reviewed cardholder programming 4 Released individual and notified supervisor 5 Entered information in Security Log zl Ig Save and Close Save and New X Close 3 Click Save and Close to save the application and return to the main window Click Save and New to save the current definition and
64. e on the Alarm Monitor screen The module cannot be closed down on an Alarm Workstation without exiting the Launcher and the Access Control System completely An Alarm Operator must log off to close the Monitor If you want to snap the alarm monitor window to the right or left corners of the screen click on the Tools menu and click Options In the Settings window specify the number of pixels at which the Alarm Monitor window snaps to the corner of the screen Alarm Maintenance The Alarm Maintenance is a utility used for trouble shooting purposes It is used to retrieve display select and remove alarms from the SP buffer Acknowledging alarms comments and video retrieval will not be available This window displays active and secured alarms that are currently held in the memory buffer You can quickly view the alarm details and its transaction details 1 To delete an alarm highlight the number and trans action and use Delete Alarm 2 To update the screen click Refresh View 3 Select the check box Auto Refresh to update the screen automatically 4 Toclose this window select Done Chapter4 Previous Alarms Introduction The View Previous Alarms module gives an accounting of alarms that have occurred and the comments attached with it You have the ability to select the type of alarm the date and time range of activity running a specific report to the screen and printing it out Accessing the Application 1 Op
65. ecord from the defined list of tours 3 Next click the expand button to select a cardholder who will walk the tour In the Cardholder Search and Select window you can run a search by entering the last name or first name of the cardholder in the corresponding fields 4 Once you select the cardholder click Start Tour Clicking Cancel aborts the process Description of Fields Once a tour has begun the following columns display the information corresponding to each field Upper Section Note The columns appear on the upper section of the main window of the application are sortable and not necessarily be in the order that is described below The changes will be saved 1 Icon A picture that shows the current status of the tour 2 Tour Description The name of the tour that is given in the Tour Editor application 3 Cardholder Walking Tour The name of security officer who is going to or is currently walking the tour 4 Tour Status The current status of the tour E g Running Stopped Timed Out etc 5 Current Checkpoint ID The identification number of the current checkpoint 6 Checkpoint Status A status message is displayed indicating the status of the current checkpoint E g Arrived Early Arrived Late 7 Previous Checkpoint The status of the previous checkpoint Tour Run Time The amount time the tour has been running If the first checkpoint is an initiator check point then this time will not s
66. ed Alarm Comments 00055 43 View Cardholder Image 2 245122 Ro ee bR bab RUE ERES 44 Default State oL an IC01 5 9555949 2 doe RR UPTRER I PTSS E T Re rod 45 Search for Icons and Maps 41322 E COVER ees ee PS eR ERR A MAU 45 Usc of Wildcard uxo ERU RU EE POR eae PEE 45 Advanced Find By aa ied utt ad ure Fors Tum vds 45 Chapter 6 Transaction Monitor used REX He a8 Coe ee BOS SEA bdo e e P AUR BES 47 Introduction 1 22553 233 59 9 91 odia eb bO REED Pda a 47 Accessing the Application cc ccc cece ccc cece eee cece scenes 47 argen 47 Working with the Transaction Monitor eee 48 Defining a Monitor c1 ieee P DPI PI Ie EEBPPGG 48 ODLUOIS stews Seow cae oar ee dieere d pdt V ONCE Me RR RC AIR UN 30 Editing Transaction Monitors 000 2 eee 50 Connecting to Panels via Dial up les 51 Pausing Transactions 0 0 cece eee eee 51 Viewing Previous Transactions 0000085 51 Accessing Other Applications From Transaction Monitor 51 Chapter 7 Previous TransaetlOns 3e kt Sedet eniti oor beata a dede ido 52 Introd cl0nD 29 5s derna aaa e se A we 52 Accessing the Application voy ve eek he dso Ro PCS SA RR EP IS 52 OVERVICOW uova adu tore os adi a ee ee eei qq eR wee 52 Running a Transaction Report eeeeee nnn 52 Printing the Screen crue d e CR eile aes ee es 53 ToolBar lies toe itor EA EA AN 53 Transaction Type De
67. en the Geoffrey Launcher by double clicking the Launcher icon on your desktop choose Start gt Programs gt lt Access Control SystemV5 gt System Launcher 2 Thelogin window opens Enter your user id and password 3 In the System Launcher window double click on Previous Alarms icon Note You can also open the View Previous Alarms module through the Alarm Monitor Overview The main screen consists of the menu and tool bars alarm selection sort order and report controls display grid and the status Bar Details follow for all screen features Chapter 4 Previous Alarms a E Pe TE fes FP Lae a HEAR Running a Report In order to run a report of alarms that occurred in the system you need to first specify the alarm type date and start and end time 1 First select the alarm type The down arrow will open the Alarm type selection menu The different alarm types available to choose from are Card Contact Relay Communications Controller Operator System Guest and Tour Alarms You can only choose one alarm type at a time e Then select the day to view The current date is the default Click on the down arrow to display the calendar and click on the day you wish to view A red circle appears around today s date and the day chosen will be highlighted 2 Use the up and down arrow to adjust the start and end time of the alarm reports 3 Then select the sort order You can select either Sort Ascending or
68. er clicks the Add Credential button Credential Insert Full Automation Mode In full automation mode an online credential 1s created only when the cardholder image is taken Credential Insert Partial Automation Mode The following criteria must be met to insert an online credential automatically There should not be an existing blank credential a blank credential is one without encoded id and stamped id for the cardholder Chapter 2 Defining Cardholders Add New Cardholders e Valid UDF Cross References must be created for the badge technology and badge layout Note If there is no valid UDF Cross Reference a dialogue pops up asking you to select the badge layout and badge technology The user must have at least read only permissions to the cardholder record The user must have as least read write permissions for badging The option Credential Insert Partial Automation Mode must be selected in the System Settings The option Enter Encoded ID and the Stamped ID Later must be selected in the System Settings Follow these steps to insert a blank credential 1 Design badge layout and annotations necessary for creating badges 2 Create a user defined string field that can be dupli cated using the UDF Editor For example create a string field called Badge Technology Link 3 Using the UDF Cross Reference program link the field you created with a badge layout and a badge technology In order to do this fi
69. er information easily The New Cardholder Wizard prompts the user for all necessary cardholder data and provides step by step instruction for adding a new cardholder record With the help of wizards all data regarding active and retired badges area access cardholder Categories and e mail addresses are entered and retrieved effortlessly The user can capture edit and store cardholder portraits and signatures The Portrait Enhancement Utility takes the cropped image enhances it and then displays a selection of 15 photographs Images can be exported out of the module and sent to any file on your network There are also options to duplicate cardholder information and print reports The Advanced Find method helps the user to achieve accurate search results using either simple or complex search options Accessing the Application 1 Open the Geoffrey Launcher by double clicking the Launcher icon on your desktop 2 The login window opens Enter your user id and password 3 In the System Launcher window double click on Cardholder Definition icon Overview EE Die Edt Search fem Took pep fe w aa IP nens Coches T Dele Cuneri Confoklei APS BR BE JABA Laat Horne Fiat Hore Imi Hohes Merjan Este Espria Dohe Cudia ID 1511227155 J D Ceonscbed n patback T Acosh Dlecked image Laphuee Dusbe U TET T Petron rath Disability x Traer Laphaee Debe U TIT Ordres Concerns ilkee Cooderdads Fatimi Cimcn
70. ers Lauch this Report after it is created option allows you to immediately begin to run the report using all of the criteria you have selected in creating it The remaining steps of the wizard will ask you to select one or all of the following Cardholders Areas Categories Readers Relays Contacts Controllers CIM Ports CIMS and Workstations For example for a selected cardholder report you would see the following page x a Cardholder Selection for this Report Cardholders that are currently Selected Click the Add More Cardholders button to add more Cardholder ID First Name les Delete Selected Cardholders Cancel Back Nest Finish This page is asking you to add cardholders to the report These cardholders will be used as the data for the report When you click Add More Cardholders the Cardholder Search wizard will display The Cardholder Search wizard allows you to search for cardholders within the database and select them You must type in all or part of the last or first name and then hit the enter key The cardholders that match the search criteria will be displayed on the bottom Use the Find Now button to see the entire list of cardholder Highlight cardholders holding the CTRL key as you click and hit the enter key or choose OK These cardholders will be selected for the report and will show up in the initial selection wizard screen AII of the cardholders that are displayed
71. ew credential will be visible Editing CM Lock Credentials If you want to make any changes to the offline creden tials you have created double click on the record to open it Make the necessary modifications and select Save and Close Exporting Data 1 To export the offline credential data to a directory in your hard drive select the record and right click on it 2 Select the option Export Data or Export and Open Data 3 Choose the directory where you want to export the data 4 Choose the correct format you want to save the data Available formats xml html txt csv comma separated value 5 Give a file name Click Save Campus Lock Credential Definition Unlike CM Locks Campus Locks are assigned by generating Credential data which is encoded on the magstripe card Access Rights assignments are therefore tied to the Magstripe card and require the mag card to be present for encoding Follow these steps to assign a Campus Lock Credential to a cardholder 1 Select the Offline Credential tab Now choose Add Campus Lock Credential button In the Campus Lock Credential Definition window the Details tab displays the following fields fA Campus Lock Credential Definition x File Badge Help Details Card Access Values Activation Expiration 18 2004 5 18 2005 Offline Function User Type Toggle Click to Expand PIN Requirement PIN As Defined by TZ J x Gender Badge Layout
72. finitions sssssssssecososesesooseseooo 53 Access Granted Transactions 0000 eee eee 53 Archive HIStory M LI 53 Access Denied Transactions leen 54 Reader Communications een 54 Contact Transactions oues oed o PH STIS tee 54 Slave Controller Communication 00050 54 Reader Controller Transactions 00055 54 Operator Transactions 0 0 cece eee eee 54 CIM to RC Communications 00 000 eae 54 CIM and SP Status Messages 23455 v pF wEEIEv3EXG 54 Download Update Status Messages 55 DEVICE COMO dearer rao eae rS ib d Ems 55 Guest Pass Transaction cuu s aee RE V RIT euRSAEVES Pe 55 Security Tour System Transactions 004 55 Relay Transactions 2 25 scs e o ES PIER OC i ee 23 Chapters Portrait Monitor reipi renean ead e t ees weite dde inia a ea kw Ses 56 Introduction ue ped mi de eh ROC MEE BOE Rep M RR Ted eu 56 Starting the Portrait Monitor eee nnn 56 OVERVIEW airov teva neste edet E SES Geta e buddies 57 Working with the Portrait Monitor 0 ccc ccc cee eee eee eee 357 Launching the Portrait Monitor 4 57 IDCM Xm 57 Access Denied Transactions 00 00 eee eee 57 Pausing Transactions 0 00 ce eee eee eee 58 Manual Overrides within Portrait Monitor eee 58 Chapter 9 Audit Trail RepOEtu scs tad Pace
73. for alarm acknowl edgement the administrator can set parameters that force the operator to enter comments either free form or by selecting pre defined comments The parameters can be set while defining alarms in the Alarm Definition program Follow these steps to acknowledge an alarm 1 Select the alarm that you want to acknowledge from the Alarm Monitor screen Right click on the alarm and select the option View Alarm Details from the menu You can also access the Alarm Details window by selecting View Alarm Details option from the File menu or double clicking on a selected alarm 2 The Alarm Details and Comments window 1s displayed Alarm Details and Comments EE EET Xl Alm Front A amp Memeinatuchons Adam Comments Alum Commend T1 14 2007 14 41 05 Testy Piedined Comnnett D Mordalva Alberto i 2 F mir pecusesd TA ae Monisha Alberto X Cose Alum 1 ol 1 Lument Loser ALBERTO The left hand side of the Alarm Details window displays the following information I Alarm Priority This indicates the level of priority of the alarm II Alarm Date amp Time The date and time the alarm has occurred is displayed in this field III Alarm Transaction The transaction that caused the Alarm IV Secured Whether the device that is attached to the particular alarm is secured or not V Acknowledged Whether the alarm is acknowl edged or not VI Acknowledged by The name of the Ope
74. g this The program also allows the user to open multiple monitors simultaneously at the same workstations With proper authorization the user can access the Cardholder Definition Previous Transac tions and Transaction Filter Modules from the Trans action Monitor program as well This enables the user to view Previous Transactions in one window while another window shows ongoing activity Accessing the Application 1 Double click the System Launcher icon from the desk top 2 Enter your assigned user id and password in the Login window 3 In the System Launcher window select the Trans action Monitor icon and double click on it Chapter 6 Transaction Monitor Overview Transaction monitor window is divided into two panes The upper pane displays Cardholder Transac tions and the lower pane displays Device and Operator Transactions The user can also view cardholder portraits and signatures for verification In addition to that the User Defined Fields are also displayed in column if they have been selected in the User Defined Fields Editor Using the Transaction Codes program all the transac tions can be customized by font color size style name and background color Note The operators must have appropriate permis sions to open the Transaction Monitor Refer to the System Security chapter for further details mpm Monitor Connected Unditled Fie Vemm Cured Teeneden Took Window Hep TAPTE TK 1 be
75. he iButton ports of the lock Geoffrey supports two types of offline readers CM Locks and Campus Locks Adding CM Lock Credentials Follow these steps to define CM Lock Credentials for cardholders 1 Select the Offline Credential tab To define a new offline credential select Add Credential Note This tab will be visible only if the user has at least read only rights to the System Manager security item Badges and has at least read only permissions to one of the cardholder fields in the grid If these conditions are not met the tab and the corresponding main menu options File Offline Credentials will not be available 2 The Offline Credential Definition window opens ACM Lock Credential Definition X File Help Credential Technology Magnetic Stripe Encoded ID 678 x Auto Retrieve Stamped ID Keypad ID 3445 4556 Offline Function Normal Badge Layout Ciick to Expand gl Save andClese A Save and New X Close Chapter 2 Defining Cardholders Add New Cardholders Fill in the following fields I Credential Technology Select the type of credential technology Note Credential Technology field cannot be changed when the dialog is in edit mode The credential must be retired and a new one should be created to change this field This field must be entered before saving the record II Encoded ID PIN or iButton This field changes depending
76. he list closes and the new selection appears in the text field of User Type V PIN Requirement PIN Requirement specifies whether a PIN is also required while presenting a card to get access The mandatory use of a PIN can be enforced for all times can be required during a Timezone that is assigned to a User Type or can be never used Accordingly the available options in PIN Requirement are As Defined by TimeZone Always and Never Click on to see the list with the options and select the desired option by clicking on the specific entry The list closes and the new selection appears in the text field of PIN Requirement Note When setting up Timezones that require PIN use make sure that this Timezone includes all times during which a user type is supposed to have access to that lock When users are supposed to be allowed to access a campus lock without mandatory PIN entry during some times and with mandatory PIN entry during other times multiple Timezones have to be set up in Timezone Defini tions Example All Users with user type Administration are allowed to enter a Door between 8 AM and 6 PM without entering a PIN During the time spans 6 AM to 8 AM and 6 PM to 8 PM a PIN entry is mandatory Between 8 PM and 6 AM any user with user type Administration is not allowed to access the lock This setup requires three TimeZones to be set up Chapter 2 Defining Cardholders Add New Cardholders VI PI
77. her Chapter10 Report Launcher Introduction Accessing the Application The Report Launcher module allows operators with 1 Open the Geoffrey Launcher by double clicking the the proper security privileges to create add and Launcher icon on your desktop generate comprehensive reports The Geoffrey software 2 The login window opens Enter your user id and provides report groups for Alarm History Archive password History Audit Trail Cardholders Database Guest 3 Indi Sos sancher pind doublecackon Pass History and Transaction History reports Report Report Launcher icon wizards make the creation and output format fast and simple You may print and or export reports to other a j nr DN Overview applications store to disk or send to mail recipients as well Report Tree View The Report Launcher is used to generate reports that The Report Tree displays Report Groups with it s contain specific criteria All available reports reside associated Base Derived and Derived Sub reports that under a group name in the Report Tree There are seven l can be generated Base reports are predefined Geoffrey Report Groups they are Alarm History Archive History Audit Trail Cardholder Database Guest Pass reports Derived reports are used to create sub reports they are represented by a yellow lightning bolt with a and Transaction History reports Additional Report ie red circle 2 Derived Sub reports and Base reports c
78. i IA Enter the Stamped ID and Encoded ID Later Badge Technology Proximity Badge Layout Geoffrey Portrait Badge Keypad ID 2468 A 1 gl Save and Close F Save and New X Close I Badge Technology and Badge Layout are required fields Badge Layout displays the list of layouts that have been created in the Badge Creation module Note Privileges to select view or print badges will be based on the operator s security group permissions set in the System Security Module When permission to a badge layout equals none selecting viewing or printing that layout will be unavailable II Stamped Number is the pre printed number located on the back of the cardholder s badge III Issue Code counts the number of badges issued to an individual cardholder The original credential will have Issue Code 1 IV Once you fill in the required fields select Save and Close Click Save and New to add another badge The information will display in the grid window Once you are done with adding badges click Finish Active Credential Options There are eight options available under the Active Credentials sub menu Selecting from the Active Badge sub menu links to badge fields and opens the Active Badge tab 1 Select File gt Active Credentials The following are the menu options I Add Credential open the Badge Definition window II Retire Credential Highlight a badge then select this option to remove it from the Ac
79. iews The devices included in the currently defined Overrides are displayed The Device ID device name and Area information is provided Individual Tasks may be executed under these tabs Note The permissions granted to individual operators determine what will be available for display and execution in any of these views Please refer to the System Security chapter for details Chapter12 Security lour System Client Introduction The Geoffrey Security Tour System is an essential tool for any company that provides guard services It is designed to provide valuable and timely information to ensure high level of efficiency and safety This Tour System is a complete solution for tracking and evalu ating your security personnel as well as provide your clients with clear concise reports in which you can guarantee that the job was completed The Security Tour System is a Windows Client appli cation that will allow definition of tours real time tracking of running tour progress alerts when tour criteria 1s not satisfied and historical reporting of previ ously run tours This system has two modules the Security Tour Editor and the Tour Client Definition of tours check points settings for tour status and checkpoint status are done using the Security Tour Editor application The tour client application allows the user to monitor the tour status and checkpoint status This chapter describes the operating instructions for
80. in the UDF Cross Reference module If the system is set to Badge Insert Full Automation mode a blank badge is created when the user captures the photograph of the cardholder for the first time Editing Credential Information You can edit an existing credential by double clicking on the badge fields on the main window of Cardholder Definition program You can change badge technology and badge layout If the badge is a blank one you will be able to edit all the fields c Dedoe Definition Eabe IDenjanmin X Siapa ID Evrae ILI leave Code m3 sj s o s Iz EF f Bady T cbr mated S el Badge Layout TAS Porat Dados Cadok Porat E oaa Eare Kom Existing badge Definition c hedoe Definition E abe IDenjamin X Shenged ID rd ID lre Code T 5 E x o 7 E Busan Technology Z Rm Dadya Layout cen Granted zi c aes qe Eres euet lt ces Blank badge defintion Chapter 2 Defining Cardholders Add New Cardholders Offline Credentials The Geoffrey System supports offline readers which does not communicate with the host controller directly So it is necessary to do manual programming at the reader location The user can create necessary downloadable files and upload to a pocket PC The data is transferred to a PDA by connecting to the serial communication port of the PC The programming of doors is accomplished by connecting a CIP Computer Interface PAK cable from the laptop palmtop to t
81. ion set in the System Settings program In the System Settings if you have set the option as Send Dossier to Default Printer the system will automatically defaults to that option If you have set a default dossier queue in the System Settings the system will default to that dossier queue automatically Print Portrait Export Report This report is created and printed when the user selects the date of the file export View view Tools Help Image Ctri Alt I Sx Signature Chri alt s credential Layout ih Last Access Attempt Bl Last valid Access m Portrait Thumbnail Chri T M Signature Thumbnail ckrl 5 Image This selection opens the Cardholder Image screen The user can capture a picture or manipulate the image utilizing the tool bar icons Crop Rubber band Crop Edit Chapter 2 Defining Cardholders Printing Reports and Save Image settings for this window are enabled in the System Manager Settings module Image screen options Crop Rubber band Selecting this icon activates the red cropping band Drag the edges of the band to change the area of the picture n the System Settings module Allow Crop Rubber band to be Moved or Sized must be checked to set the value to true Crop This option will trim the picture to display only what is inside the red cropping band Allthe atures are available through the tools menu Signature This feature opens the Signature Image screen
82. itinis Ama Access Qina Lock Acces Campers E Mail Addbecems It E sd CM Lock Cetera E Add Corpu Losk Credential E Rete Crede 9 A uH Encoded Offline TNI 3 3445 A 4 Gren aih B 3 fran rad The main screen displays the cardholder factory set and user defined fields The position of the fields are arranged modified and saved using the UDF Editor module The lower section of the program displays individual cardholder information regarding badge status area access cardholder category and e mail addresses Green yellow and red color indicators are incorporated into the area access time zone and expiration fields A green indicator shows valid access a yellow indicator means the access will expire shortly and red indicates that access has expired The system offers multiple options to add a new cardholders into the system You can use the menu options tool bars or main screen to accomplish the same task Chapter 2 Defining Cardholders Add New Cardholders The Cardholder Wizard is a step by step feature that prompts you for all necessary cardholder data including badge area sets area access category information image and signature capture A second option for inputting cardholders is the New Cardholder option This allows you to input the information directly on the main screen The Duplicate Cardholder option is a quick and simple way to enter multiple cardholders who have the same area access and belong
83. l will open the door for the specified relock time Chapter 2 Defining Cardholders Add New Cardholders f Dogged Dogged has only a special function on electronic dogging bars On these exit bars it keeps the push pad pushed in and the door unlocked Dogged works as Normal function on all other devices g Supervised Supervised credentials follow the two person rule Two supervised credentials must be used within five seconds to open the door The door stays open until the Relock Delay ends h Prohibit Access with Alarm Prohibit Access with Alarm is a credential function that will not allow the credential to open a door but it will register when the User of this credential tries to do so It always generates an Audit Event and additionally sounds the Alarm when the door is equipped with a horn i CT Aux This credential function operates only the Auxiliary relay of CT Controllers but not the Main relay The time span the relay is activated is specified by the Relock Delay j CT Main and Aux This credential function operates both the Auxiliary relay and main relay of Controllers The time span the relays are activated is specified by the relock delay VI Badge Layout Select a layout for the badge This is the layout the badge uses when previewed or printed Note This field is enabled only for card technologies This is not a required field Note This dialog follows cardholder field security permi
84. late the template values will be automati cally assigned to the cardholder The template is defined and assigned during the Area Set definition section in the System Manager 1 To assign a time zone and the access expiration time on the Area Access Permissions window choose the Area Access Time zone Select access expiration date and time Click the down arrow near the date field to display the calendar Adjust the time using the up and down arrows 2 fyou want to block the access select the check box near the Access Blocked field 3 Click OK Modify Area Access 1 Select the cardholder record you want to modify Choose the Area Access tab located on the lower section of the main screen 2 Click Edit the Area Access Permissions button from the tool bar 3 On the Area Access Permissions window you can edit the time zone and the access expiration date Extend Area Access Time 1 Using the Search binoculars icon on the main screen choose the cardholder record you want to modify 2 Click the Area Access tab on the lower section of the main window 3 Select the Area Set Click Extend Access to the Selected Areas 4 On the Extend Access Privileges window you can adjust the time using the up and down arrows and or extend the access privilege for a certain number of hours maximum 8 hours Select a Category 1 Now add this cardholder to any cardholder category that is already defined in the system You can assig
85. le defining alarms the administrator can attach these comments with the alarm The operator shall be able access these comments from the Alarm Details window while acknowledging the alarms Chapter 3 Alarm Monitor Receiving Video of Alarms Receiving Video of Alarms If there is Geoffrey Digital Video Transaction Retrieval System attached to your Geoffrey Access Control System you can receive video of each transaction that occurs in the system The Alarm Monitor is capable of displaying live and recorded video The recorded video is displayed in a separate window so that the user can still view the live video while viewing the recorded video 1 You can play the video by clicking on the video icon on the main window View video of a transactions 2 The video of the transaction from the camera is displayed on your monitor screen This helps you to get potential information of all the alarms You can perform the playback back functionality using various buttons appear on the screen 104215 105 o sangsi L 0 n o 104229356 Frame 60 Wi a e E Ro h o Temen Date 1 19 2002 1042 30 Comma nte 1 Note For further information on Geoffrey Video Trans action Retrieval System refer to GVSD user and instal lation manual To receive video of transactions in the Alarm Monitor the user has to define the transactions device that generates the transaction and the camera that is associated
86. lected by clicking on the expand button next to each property When you click on the button the corresponding property values are displayed The user then must select a value for each property or select the Wild card checkbox which makes it a wildcard All properties must completely be entered or the key will be invalid and the credential cannot be saved The delete button above the keys will clear the selected key III You can set a key to expire on a specific date by setting it as an Expire Key This option is useful when it is necessary to grant a user temporary access rights to two rooms at the same time for example when moving from one room to another Instead of assigning access rights to the additional room and then keeping track manually in order to remove the access right after a few days a credential can be encoded to allow access rights for two rooms up until a specified date At this date access rights to the first room expire and only access rights to the new room are in place Once a key is set as an Expire Key a Key Expiration Date should be selected This date cannot be set more than a year from the current date The minimum date is one day after the current day This key will no longer be valid after this date The Expire Key cannot be manually altered It must be a duplicate of an existing key Only the Key Expiration Date can be changed When a normal key is selected as an expire key the properties for the access pl
87. llow lightning bolt An example of this type of report is the Cardholder Infor mation Report All Cardholders Since all cardholders are reported it is not necessary for the user to select any cardholders Derived Reports Derived Reports are identified by a lightning bolt with a red circle They cannot be launched Instead they use Base report criteria and require selections to be entered that define a user created sub report Some examples of selections are cardholders areas readers relays and contacts Derived Sub Report User Created The plus sign next to a Derived icon in the Report Tree indicates that a user created sub report has been defined and is available Expand the tree and the report will have a icon This type of report is created by highlighting a Derived Report choosing Create New Report and supplying information in the New Sub Report Wizard Once defined it can be launched and will use the selections made in the wizard for the result set No other operator will be able to launch delete or edit these reports except for the operator who created it Note The yellow lightning bolt icon means that the report can be launched immediately Launching a Report In order to launch a report there must be a yellow lightning bolt graphic next to the description This is the indication that the report will generate 1 Highlight the description within the Tree and click the Launch Report button or
88. m highlights the alarm that you are viewing in the All Pending Alarms Window 3 Executing Override Tasks When an alarm occurs the operator can execute necessary actions using the Override Tasks that are defined in the system Each icon can have any number of manual override tasks associated with it e Select and click on the task that you want to execute The override task will be executed as defined in the Manual Override Definition program Default State of an Icon The operator can access different available options like live video override tasks etc while the alarm is in the default state i e when there is no alarm in the buffer The user is also capable of accessing other maps depending on how icon is defined Right click on the icon to see the options that are available for the icon zoom In Mew Jersey Headquarters Live Video Fire Alarms Execute Momentary Unlock All Readers Execute Unlock All Readers Execute Reset All Readers Execute Lack All Readers These options may vary depending on how they are defined Links to other maps in the system zoom out map etc are some of the possible options Search for Icons and Maps Alarm Graphics workstation is equipped with search feature for easily locating icons and maps especially when you have large number of items defined in your system 1 Select Find gt Map or Icon from the Search menu Search View Icon Help EMEN SE ys Icon
89. mat must be selected If this field is set incorrectly an error will occur and the system cannot retrieve the Encoded ID from the badge Note This is a required field III Stamped ID This field is enabled only for card credential types it is the number actually printed on the badge Generating Stamped Id Or Encoded Id Automati cally The encoded ID and Stamped ID fields can be generated automatically by enabling a setting in System Settings Offline Credential Settings Stamped ID Modifier Enter a value in this fields which functions as the modifier of the stamped ID or encoded ID It works by taking the Encoded ID and subtracting the Stamped ID Modifier to get the Stamped ID and vice versa If the above option is enabled when the Encoded ID is entered by the user the Stamped ID will automati cally be generated using the above calculation If the Stamped ID is entered by the user the Encoded ID will be automatically generated Note This field must be between 0 and 2 147 483 647 If the Stamped ID modifier makes this field greater than 2 147 483 647 the field will just be O then IV Keypad ID This field is only enabled for Card and iButton types The Generate Keypad ID button can be used to automatically generate the Keypad ID Note Keypad ID also can be generated It follows the same input rules as the PIN Encoded ID above Chapter 2 Defining Cardholders Add New Cardholders Note Keypad ID value
90. n Vader Frecent O Tiana r I J 1075 ue HGS Benjamin Kue 0e 2 If you want to verify only the cardholder image deselect View gt Signature from the Cardholder Images dialogue 3 If you want to verify only the cardholder signature deselect View gt Portrait from the CArdholder Images dialogue 4 Selecting View gt Clear Images option removes the images from the window 5 To snap the Cardholder Images winodw to the corner of the computer screen select Tools Options On the Cardholder Images Preview Settings window select the Snap Cardholder Images Window checkbox and adjust the value using the up and down arrows 6 To close the image preview dialogue select File Close You can also show hide the portrait signature preview window by clicking on the tool bar icon je a GG 03 M8 at Show hide portrait and signature preview window Playing Video File of a Transaction 7 Select Current Transaction Play Video to view the video of a transaction Filtering Transactions The user can enable filters for cardholder or device and operator transactions or both This feature allows the user to screen out unwanted transactions from the monitor There are separate filters for Cardholder and Device and Operator Transactions 8 If you want to enable filters for Cardholder Transac tions only select Cardholder Filters Enabled option A check mark appears indicating that you have enabled that
91. n a cardholder to any number of cardholder categories I Click Add Categories Select a category from the list and click OK Add any number of categories you want Click Remove Categories to delete any selected categories II Select File gt Categories gt Add to Category allows the user to add a cardholder record to a cardholder category list III Select File gt Categories gt Select a Category to delete a cardholder from a category Portrait Capture Next step is capture the portrait of the cardholder Select Capture to display the Cardholder Image window Under the Source field your choices are From File From TWAIN Device or From FlashbusMV Select Capture on the Cardholder Image screen the photograph is displayed Tool bar icons offer Crop Image or Show Crop Rubber band options The rubber band is used to display a red dotted line Drag the rubber band to the crop position of your choice then select the Crop Image icon Save Cancel Edit and Refresh are not available at this point because the image is stored in memory Look under the Tools menu for image and cropping choices I Capture Image Click this button to capture the image using the default chosen in the System Manager Settings module The choices are File Twain Device or Flash Bus II Crop Image Opens the Portrait Enhancement Utility Before selecting this option verify that your Crop Rubber band is placed on the image where you want to crop the photograph
92. ne TIES injini 55 MPE Reader 1 BE Pru Ares Wee Te EE 1 0 THIES enim 65 PPE Reader 1 TBE Pru Ares Mo Fiter Selected Device ard geen alos Trantachont active 10047200 11 2312 Chapter 6 Transaction Monitor Working with the Transaction Monitor Working with the Transaction Monitor Defining a Monitor Customize the Transaction Code The first thing the user must do before defining the Transaction Monitor is customizing the color schemes for different transactions in the Transaction Codes Editor 1 Open the Transaction Codes program and select the transaction you want to customize and double click on it 2 In the Transaction Codes Editor window there 1s a section named Transaction Code Display Information Customize the Transaction Code by selecting a font color size style name and background color appro priate for the particular transaction 3 Select File gt Save and Close to save the definition Like this you can customize each transaction you have 4 Inthe Transaction Monitor Program select View gt Reload Transaction Codes to view the transac tions in the newly defined style Otherwise the Trans action Monitor must be closed and reopened to display the new style you have defined 5 Customizing the Transaction Monitor Selecting the Transaction Groupl n the Transaction Monitor window the user can either select to viewCardholder Transaction
93. nfor mation cardholder information and the device infor mation 1 Select View gt Details to turn on the detail information section on by deafult When View gt Details is unchecked only the Image View cardholder s portrait view is active and therefore no transaction cardholder or device information is seen The Details button at the bottom functions in the same way l Tierecaction Init maton Transaction Dala and Tome TEET 123703 Tranzaction Darcnplion Cardholder Information Lani Hame Brens First Hamy Eae Encoded Id zc r Deria niuma Arca Dieresipbion Geoites Han Entrance Header Deseiption Hsin Lobby Reader 1 on Cim 2 Chan 1 Adi Controller Dazcuptinn Heini Lobby Controller on CM 2 Access Denied Transactions In the Portrait Monitor Access Denied transactions are displayed in red color When an access denied transaction Occurs a red panel displays underneath the image stating the transaction The user can resize this field to their convenience and it will save to the User Registry when the program is next opened PI andbeskler Porlr ail Moder Preview Ai x Tranaacton kiomas Tiai Date aedi Timer Erama ASI Tianacaon Din ec reper Tachokeer riaa Pausing Transactions 1 Select View gt Pause to halt the application temporarily from displaying any new transaction The information that was on the screen at the time that Pause option was selected will remain Manual Overri
94. ng an existing key and converting it to an Expire Key the user can select the lock they want to expire on a specific date and then can give access to a new lock The user need to then select the expiration for the room change 5 Campus Lock Credential Definition xj File Badge Help Details Card Access Values Replace Card Temporary Card Room Change Change Room From Ciick to Expand To Room Click to Expand Room Change Expiration Date 6 30 2004 Encode Room Change Encode I Encode and Close 3 Encode and New X Close 1 Change Room From lists all the Campus locks that are assigned to the currently selected credential Click of Change Room From to see a list of all Campus locks and select the one to change by clicking on the specific entry in the list The list closes and the new selection appears in the text area of Change Room From 2 Click To Room to select the room to change to Assigning a new lock for a Room Change works the same way as assigning an additional lock with the exception that only one lock can be created The Change Room To lookup list only shows locks the user currently does not have access to 3 The Room Change Expiration Date option allows the user to select the expiration for the room change The minimum date is one day after the current date and the maximum date is one year after the current date A Room change is typically used to
95. nitor 1 Select Edit Transaction Monitor Filters from the File menu Chapter7 Previous Transactions Introduction The View Previous Transaction module will provide an account of any transactions in the database You can select which transaction type you want to view the date time and the sorting order to be displayed Accessing the Application 1 Open the Geoffrey Launcher by double clicking the Launcher icon on your desktop 2 The login window opens Enter your user id and password 3 In the System Launcher window double click on Previous Transactions icon Overview The main screen consists of the menu and tool bars transaction selection sort order and report controls display grid navigation bar and status bar Details follow for all screen features Quay Eee Pme jiji Fusr D STO acy Last IjR OOOT LO acts ARE Running a Transaction Report 1 Note When you change the start time manually the end time will set to 11 59 59 PM and has to be changed manually if necessary Chapter 7 Previous Transactions First select the Transaction Type from the drop down list Drop down menu offers all system Trans action Groups to choose You can only choose one transaction type at a time Next choose the Day to View By default it will be the current date To change this click on the down arrow to open the calendar A red circle will appear around the current day Now set the Start Time
96. normal keys and one key that will expire on a set date Multiple keys may be needed for the credential to have access to all the doors The left part of the tab shows the 5 keys and the expire key Captions that are bold mean that a key is currently defined for that key When a key is selected the right part of the tab shows the access plan and the values that the key is currently using The new access right assignment will not take effect unless the credential is encoded f Campus Lock Credential Definition x Fie Badge Help Details Card Access Values Replace Card Temporary Card Room Change x d hi Access Plan Enpre Key Georgia Tech Plan Campus Main Campus wildcard Building Dorm 1 wildcard v Wildcard A eoeseosssossoocseoess Expire Key z a t2 Encode e Encode and Close F Encode and New X Close I To assign a key first select a key and select an access plan that is already defined in the system To assign a key you need to have at least one access plan defined II When a plan is selected the system displays all the properties and values associated with that particular plan The controls that you see on this screen depend heavily upon the access plan properties and values defined using the Access Plan Definition program This means that the names shown may be different for each access plan The property values can be se
97. onitor 1 Cardholder Transactions Only Saving Transaction Monitors Once you have customized the monitor according to your needs you can save it by giving a unique name Like this you can define as many monitors as you like D records selected Z and save them separately The system also supports multiple document interface which allows the user to 2 Double click on the monitor you want to edit The open more than one transaction monitor at a time All the monitor you have selected is displayed for editing saved monitors are protected by the operator login and those won t be available for another user Connecting to Panels via Dial up Transaction Monitor program allows the user to connect to the controllers located at remote locations using a dial up modem and get transactions 1 Select Connect to Dialup Controllers from the Tools menu Tools Window Help Cardholder Filters Enabled Device and Operator Filters Enabled Select Cardholder Filters Ctrl F Select Device and Operator Filters Ctrl 0 Popup On Transaction Chri P Edit Transaction Monitors CEri Alt E m Connect to Dialup Controllers Ckri AlE D Options or click on Connect to the dial up controllers icon to select the device m a GJ ul s dle Connect to dial up controllers 2 The following window is displayed aj Connect to Dialup Controller mf xi Dialup Controllers JCM COMS5 CIM PORT 5 zi RCNX DIAL UP MASTER
98. option Chapter 6 Transaction Monitor Working with the Transaction Monitor m Cardholder Filters Enabled Device and Operator Filters Enabled Popup On Transaction Edit Transaction Monitors Options 9 If you want to enable filters for Device and Operator Transactions select the option Device and Operator Filters Enabled 10 Double click on the Filtering On button from the upper or lower pane depending on the type transac tions you want to filter out All the transactions corre sponding to that group will be displayed Select the transactions you want to filter and click OK Now only the transactions meeting these selected filters will be displayed Note All the grids and columns that appear on the Transaction Monitor window are resizable and sortable Popup on Transaction If you select Popup on Transaction option from the Tools menu the Transaction Monitor window will pop up automatically whenever a transaction occurs Note Double click on the transactions to get an info tip showing all the information of the selected transaction Auto load the Saved Monitor While saving a monitor you can set the option to auto load the saved monitors when the Transaction Monitor program is first opened Instead of opening an untitled monitor the program will open the monitors that you have saved as auto load Chapter 6 Transaction Monitor Options Options Each saved monitors can have the following options
99. orts 0 ccc cece cece cece cece nnn 64 PRAUNG s cto cca iy ate aun CSRS d Acacia Base Poe 64 Expr S Eon E Oe Deo bk Ku e cs cds 65 Creating a New Sub Report 14 48 ale RERO EV wate Rs 65 Editing a Sub report 0 cee eee 66 Deleting a Sub report 0 0 cece 66 Viewing Report Selections oi esc ci vice ee eed a o s mh ras Ss we sh we we 66 Chapter Ti Nlanuab OVerHdes 5x as eres bd a sure ss V dax pea toe Eds sse s 67 IntrOdUctlOD sus uu do eure e 9 aod donee Re RETO RE a NUS caa 67 Accessing the Application ccc cece ccc ccc cece eee cece scenes 67 OW CY OW esc k Sik ep toh dem ick abeo Ea Seed So ns 67 Executing Manual Overrides cccccccccccccccccccccsscees 68 Chapter 12 Security Tour System Cuent so swt b EE RERO ER Heg he d Ree hs 69 IntroOdUctiOB a5 cared ot REPUE C IQLSERU ERA eset teh a ee as 69 Accessing the Application ceeeeeeee ehh nn 69 OVERVIEW Soi xdi doe ex Dra nu ru dua ad auo Ree urea dud 69 Starting a3 TOUE oio EA Rs SAESP RARE E E dU d s ea 70 D scrpbiomot Piels 23 actu osos e esce eS RE Ed 70 View Cardholder Image lessen 71 Stop Pause Resume Tours 4 004 0c4 000i ee edie ds 71 Removing TOUTS 433 b RUE EO AE Ce ER wes 71 Chapter 2 Defining Cardholders Chapter2 Defining Cardholders Introduction The user friendly interface of the Geoffrey Cardholder Definition program allows the user to store the cardhold
100. ost or Restored link transactions Reader the defined name of the Reader on the Controller that reported the transaction Contact Transactions These are specific changes detected in the normal monitored state of an input i e motion detectors doors etc The report returns Description the transactions relate to contact points only Contact the number of the contact on the reader controller that reported the transaction and the description of the device typically the location of the contact point Chapter 7 Previous Transactions Transaction Type Definitions Slave Controller Communication This option reports on the status of the connections between the Master Controller and the Slave Controllers The following information is returned Description Lost or Restored link transactions e Controller the defined name of the Slave controller board Reader Controller Transactions This displays status messages originated by the Reader controllers The report contains the following Description of controller occurred during the trans action Operator Transactions This gives a report of the system activities of defined Operators and the workstations that they are using These items are returned Description Operator activity on the system Operator the user ID of the person using the workstation e Workstation the name of the workstation CIM to RC Communications Transa
101. owledging Alarms 31 Acronyms 1 Active Alarms 31 Active Badge Options 10 Active Badge Options 10 Add Badges 10 Add New Cardholders 6 Add New Cardholders 6 Adding E mail Addresses 22 Adding E mail Addresses 22 Advanced Find Feature 26 Alarm Acknowledgement 41 Alarm Acknowledgement 41 Alarm Graphics Client 41 Alarm Information 30 Alarm Maintenance 35 Alarm Monitor 30 Alarm Notification 41 Alarm Notification 41 Alarm Types 38 Archive History 53 Area Access 8 Assigning Areas Area Sets 7 Assigning Areas Area Sets 7 Assigning Areas Area Sets 7 Audit Trail Report 59 Auto load the Saved Monitor 49 B Badge Definition Badge Definitions Base Reports 64 C CIM and SP Status Messages 54 CIM to RC Communications 54 Card Alarms 38 Cardholder Definition 5 Cardholder Definitions Cardholder Search Wizard 26 Client application 69 Communication Interface Module Communications Alarms 38 Index Index Contact Alarms 38 Controller Alarms 39 Creating a new report 65 Credential Insert Full Automation Mode 12 Customer Support 3 Customize the Transaction Code 48 Customize the Transaction Code 48 Customizing the Transaction Monitor 48 Customizing the Transaction Monitor 48 D Default State of an Icon 45 Define Offline Lock Access 20 Defining a Monitor 48 Delete Cardholders 24 Delete a Single Cardholder record 24 Deleting E mail Addresses 23 Deleting E mail Addresses 23 Deleting a Sub report 66 Derived Sub
102. pass back is a function that prevents cardholders from passing their card to another person for illegal entry The same card cannot be used at an entry or exit reader twice in a row In other words once a card is presented at an entry reader it must then be presented at an exit reader If a card is presented twice in a row at the same type of reader no access will be granted The Transaction Monitor will display an anti pass back violation trans action It is commonly used at car park barriers and turnstiles V If the cardholder is a disabled person select the option Person with Disability The system identifies valid card reads from persons with disabilities in order to allow access through specific doors with longer GO times time door strike shall remain energized The Transaction Monitor displays transactions that differ entiate a normal card swipe with a card swipe from a person with a disability If the field Person With Disability is selected when the cardholder swipes his her card the following transactions are displayed instead of the normal Valid Access type transac tions Valid Access Person with Disability Valid Entry Person with Disability Valid Exit Person with Disability VI Click Next to continue to Badge Definition Chapter 2 Defining Cardholders Add New Cardholders Assigning Areas Area Sets 1 Next select the Area Sets that you want to assign to the cardholder I Click Add Area Se
103. r Irga Printing Dei aults Advanced Seach Settings Gere ening Gekies krape Geliri Deor Signature Sting Bade Dosari ond Pin Calculator V eucliren Meester acting fe Drabi Enrolimeni ferie Ervoliment Pacte Freeart Fresrdier MAH EHTRAHCE Esakor iriuarsce Settee PS Hoio Actret B adest on Levis of M eve Euge Fhescond E Ene ricodeds 10 and 5ibamped ID Later Fa Aude arina Sharpe ICI Slarepesd ID bookie Dega brami Pahis Automation Hinde Hold Dren Shit Rep bo rrenda furkcnalig F Bude koii Full Anioiak Meca while mairg a ner badge record delli bo the Last uped badge aout PH Cakculaior Setting Uwe Enengeed 7 Click OK If Cardholder Definition program is already open close the program and open it again 8 Adda new cardholder In the user defined field that was linked to badge automation type the same column value that was entered in the Badge Layout Mapping Definition of UDF Cross Reference For example enter Geoffrey Industries This is the value that was used as our example while mapping the field with badge layout and technology So whenever you enter the field value of the user defined field and click Add Badge button the system will automatically generate a blank badge Note You have to make sure that the UDF you have created is linked properly using the UDF Cross Reference program Otherwise a dialogue pops up asking you to select the badge layout and badge technology 9 Click
104. r 4 Previous Alarms Alarm Types See the different access denied transactions in the screen capture below Select Transactions Transactions Selected Ld E Access Denied Invalid site cade D Access Denied Badge not in controller memory D Access Denied Invalid PIN entered C Access Denied 4nti passback violation on entry attempt D Access Denied 4nti passback violation on exit attempt C Access Denied Badge not vet activated D Access Denied Badge has expired D Access Denied Badge has been blocked from all access E Access Denied Access to this area has been blocked D Access Denied Access to area not permitted E Access Denied Area access not allowed in current area stat C Access Denied Access through this type of door nat allowerc D Access Denied Access to area not permitted during timezor C Access Denied Access permissions to this area have expirec Ci Access Denied Invalid Issue Code Ie x Cancel Select All Contact Alarms Alarms attached to contact transactions are called contact alarms 1 Contact Transactions e Contact Active and Contact Secure 2 Trouble Open Trouble Short 3 Door Forced Open 4 Door Held Open Relay Alarms Alarms attached to relay transactions are called relay alarms 1 Relay Transactions Relay Energized and Relay Released Communications Alarms Alarms attached to the following communications transactions are communication alarms 1 Reader
105. r by using the Search feature You may type over information in any fields in the top section of the window then use the tabs and the tab tool bars to change badge area access and category information The grids of tabs cannot be modified The quickest way to modify a field is to click on the record and use the picture icons To edit a Date field use the drop down arrow to display the calendar or type the change directly in the field Highlight the year field and right click your mouse to open the shortcut named Go to today The field displays the current date To delete information on a cardholder highlight the field within one of the tabs and select the appropriate delete icon from the tab tool bar To delete a cardholder from the database search and display the cardholder then chose the Delete Cardholder icon Chapter 2 Defining Cardholders Massive Access Control Modification for Cardholders Massive Access Control Modification for Cardholders The Cardholder Definition program provides function ality to mass modify Access Control fields of cardholder records modifying more than one cardholders at a time The fields you can mass modify are Access Blocked Activation and Expiration Dates and Controlled Antipassback Follow these steps to Mass Modify Access Control fields for more than one cardholders at a time 1 Select Tools Modify Access Control for Cardholders The following window is displayed 2 Select
106. rator who acknowledged the alarm VII Controller The controller that is connected to the device which generated the alarm VIII Device The device that generated the alarm E g In a situation where there is an alarm called Lost Link to Reader the Reader 1s the Device The name of the Reader will be displayed in this field IX Cardholder If the alarm is a cardholder alarm the name of the cardholder will be displayed here X Operator If it is an operator alarm E g illegal login the name of the Operator will be displayed in this field The right hand side of the window contains Instruc tions to the Operator and the comments that are added by the operator Click on the Alarm Instructions button to see the instructions to the Operator These instructions are entered in the Alarm Definition program when an alarm is defined The administrator can attach a wav file with each instruction Depending on how the alarm was defined you may be required to provide User ID or comments for the highlighted alarm before the system will accept the acknowledgment command The administrator can force login and force comments before letting an operator to acknowledging an alarm If this is the case the applicable window will open for you to enter said requirements and acknowledgment will be accepted While entering comments you have the option to select the predefined comments or enter comments free form Chapter 3 Alarm
107. right click and send the command from the sub menu or select File gt Launch Report 2 Ifa Date and Time is required an entry dialog will appear Once this information is entered the report will be displayed in its own window Quick Launch Feature The Quick Launch feature makes it easy to run recently launched reports By default it keeps track of the last ten reports that have been launched not using the quick launch You can then easily use the drop down list in the combo box to select one of these reports and launch it by clicking the yellow lightning bolt button to the right of it You will also find a list of these reports under File Recently Launched Reports Printing and Exporting Reports Printing 1 To print a report just click on the printer icon shown in the toolbar of the report output display screen The default Windows printer selected will be used here The print range collate option and number of copies may be selected Exporting Also located on the toolbar is the Export button which will open the Export window This feature allows you to choose a format and destination for exported reports The format and destination choices for these files are specific to the applications you have installed as well as the version of Crystal Reports Adobe Acrobat Word for Windows and Excel files are among several file types supported by this Crystal Report utility Note Geoffrey access control system ver
108. rsion 5 1 4 do not support formats like Character seperated values Crystal 7 0 Data Interchange Format DIF Various Versions of Excel Lotus selections ODBC and Paginated Text Creating a New Sub Report Creating a new report is easy Simply click on the appropriate 5S Derived Report indicated by a lightning bolt with red circle For example if you want to run a cardholder information report on only a few cardholders select the Cardholder Information Report Selected Cardholders 1 Once you have highlighted the appropriate report click Create New Report or right click on the highlighted report and select Create New Sub Report You can also start the wizard by double clicking the derived report When you click the button the New Report Wizard will display Step through this wizard until all of the appropriate selections have been made The wizard will not let you finish until all of the required data has been entered or selected 2 The first step of the wizard is to enter the Description and Notes of the report The description is displayed in the tree and helps you remember what the report is You have 64 characters of space for this field which is enough for a good description Remember the base report also has a description which further defines Chapter 10 Report Launcher Creating a New Sub Report what this new report is If you need a very elaborate description you can use the Notes field which allows 255 charact
109. rst the Badge Layout Mapping must first be defined Assign a logical column value For this example Geoffrey Industries is typed in the Column Value field Whenever this value is entered in the relative field in Cardholder Definition the program will automatically create a badge using the badge layout you have specified here 4 Badge Layout Mapping Definition x File Search Help Column Value Integrated Access Systems Badge Layout jas Portrait Badge Cardholder Portrait gl Save and Close A Save and New X Close Chapter 2 Defining Cardholders Add New Cardholders 4 Next define the badge technology mapping 2 Badge Technology Mapping Definition X File Search Help Column Value Integrated Access Sytems Badge Technology Proximity gl Save andClose 4 Save and New X Close 5 Select the user defined field that you want to use for badge technology mapping You can use the same user defined field that you used for badge layout mapping FC E pie Badge Layout Badge Technology eo FR dj od c4 Mit rina P dei Lcid ct thu Broche Techno Mop BasigeT echncleguL ink bina Data Toce E imer x tember tel Select the User Defined Field here 6 Inthe System Settings select the following options Enter Encoded ID and Stamped ID Later Badge Insert Partial Automation Mode Syseer Seinge 0o Area States and Door Type
110. s Boolean logic to create complex and highly precise searches Boolean logic uses three connecting operators NOT AND OR to narrow or broaden a search or exclude a term from the search It is the process of linking criteria to narrow or expand a search through the use of NOT AND or OR The Advance Find feature helps the operator to customize the search function The operator can define the searches and save them for later use The saved search criterion is displayed only for the operator who defined it Chapter 5 Alarm Graphics Client Search for Icons and Maps Maps and Icons can be searched using fields like map ID caption etc 1 Click on the Advanced Find tab located on the top of the Search window 2 The Advanced Find window opens 3 To define the criteria select the field name condition and value At least one criterion must be selected for the feature to work properly When you run the search you will get the records corresponding to your search criteria 4 Once you have defined the criteria click File gt Save 5 Add a description to your search and click OK The new search will be saved and listed under the Advanced Find button Chapter6 Transaction Monitor Introduction Transaction monitor does a real time display of cardholder and device transactions The user can set filters for certain transactions and save each Transaction Monitor separately The user can screen out unwanted information by doin
111. s Control Modification for Cardholders 23 Delete Cardholders 43552 ya ue Ia RO e P enis a 24 Delete a Single Cardholder record 24 Multiple Cardholder Deletions 24 Export Cardholder Portraits 4 445 34ueea wi eter eee wee awa ees 24 Printine Reports 4043 05466 she oy bad Cee oe Gao EP TUM RARSUP MM A AV 25 bilo 2c PUE 25 np ue C c P TETUER 25 Credential Layout herb ebbe Uae ark ais Blo aa ERES 25 Cardholder Search Wizard 44 rre hte he Rea Rea 26 Finda Cardholder eser ar ERR n tens 26 Use OF Wildcards serai eina adobe Ebo nade deeds 24 ehapter 9 JXlarm MORBIOE ur acount aac ata hoe ea EE RC EUM CREER COE Geant 30 TCR OGUCUON erm 30 Alarm Information 252445 tease ied edie as Sonus 30 Starting the Alarm Monitor 4 2 ze bee iw hes VO Nowe Fee ee eek 30 ACUC Alarms 5 2252 Sepp hie oe een o PEE Giles whe RE we be E HERE EE 3l Acknowledged and Not Secured eere nnn 31 Acknowledging Alarms cceeeeeeeeeeeeehhhhh tn 31 Pre defined Alarm Comments 00055 32 Receiving Video of Alarms ccce tnn 33 Viewing and Editing Cardholder Information 34 Executing Override LaSES een roo Mese NUR STR e RR cate Cerdo s 35 Viewing Previous Alarms 233 rr RR RE ee VE e 35 Print Alarm Screen iu zvhi t LAE it hes PF I p S wa Erbe mea Sheen ee 35 Minimize Alarm Monitor iux or QUCRE oe ee os c
112. s encoded the issue code is zero fA Campus Lock Credential Definition a x Fie Badge Help Details Card Access Values Replace Card Temporary Card Room Change Replacement Card Stamped ID Issue Code Automatically Set By System 3 Encode Replacement Card Encode iB icode and New X Close Also the user need to enter the Stamped ID for the replacement card that is printed on the new card This replaces the old stamped ID that is in the database 20 Chapter 2 Defining Cardholders Add New Cardholders Temporary Card This tab will only display after the credential has been encoded once and the credential is being edited This allows the operator to issue a temporary card to a cardholder If the card is completely lost the replace card option should be used instead The maximum expiration date can be set using the System Settings application The default is seven days This means that the longest this card can last is seven days from the current day The activation must be the current day or above and must be one day below the expiration date The Encode Temporary Card button will encode the temporary card using the dates selected Room Change Note You need to encode the credential at least once to have the Room Change tab available The Room Change tab is a simpler interface for the expire key feature While using the Room Change feature instead of the user selecti
113. s only or Device and Operator Transactions only or both View Current Transaction Tools Window He Cardholder PortraitfSignature Ctrl 4lt 1 m Cardholder Transactions M Device and Operator Transactions Reload Transaction Codes You can also choose to show hide transactions by clicking on the tool bar icons a 3 0 RA ice Show hide cardholder transactions PME Show hide device and operator transactions Pausing Transactions You can always stop the transactions being displayed in the transaction monitor by enabling the pause option There are separate options for pausing cardholder and device and operator transactions This helps the user to stop one particular transaction while the other continue to display 1 Select Fie gt Pause Cardholder Transactions to stop only cardholder transactions being displayed 2 Select Fie gt Pause Device and Operator Transac tions to stop all the device and operator transactions being displayed Viewing Cardholder Portrait and Signature If you are viewing Cardholder Transactions you can choose to view the Cardholder Portrait or Signature to reassure the security further 1 Select View gt Cardholder Portrait or Signature Um HIE De Mew Curent Tiantaction Touts Wixkme Hele Line Pere 2 Canhohhes Image ME EF TRZY Ea Arcewn ene FFI WRT TEX Accesh Minit JM Suni Fitenng OFF J No Filters Selected o H Dae and Opler Tana
114. s that ends with er and could have additional characters in the beginning Berner Creager Kaiser Entering er will return all the last names that contain the letters er Anderson Berner Creager Kaiser Roberts Slathers Wildcard has a very flexible capability to help users identify specific information based on limited or partial search information One thing to note however this capability can result in very large query results if misused Exporting Search Results Cardholder search results can be exported to your hard drive in the following formats xml html txt csv comma separated value To export search results to your hard drive 1 Runa search and right click on the search results 2 Click the Export Results button 3 Choose the directory to which you want to save the results Give a file name Click the drop down menu to choose an available file format 4 Click Save button to complete the action and the search results will be saved in your system Note Exporting Cardholder Search Results feature is also available in the All Cardholders tab in the System Manager module You can also search for cardholders based on their area access 5 Select the Area Access tab on the Advance Find window Search For Cardholkders Cardholder Feidh sige Crierin Activation and spain Areaviocest Categone Fir All Caicbeokedess aho hare eee h thee Fees rt FUIT tlg Lom o rms
115. saved The user can further customize the monitors by setting the number of transactions to be displayed on each Trans Viewing either Cardholder Transactions or Device and action Moutorthatissaved Operator Transactions or both 1 Click Options from the Tools menu The following M a d window is displayed e Cardholder image is displaying or not The option to pop up the transactions pe Transaction Monitor Settings ni x Transaction Monitor Settings Auto load the saved monitor when the Transaction Please set the following options to customize the look and feel of the Transaction Monitor Application Monitor program is first opened Cardholder Transactions to Keep in the Buffer ns A e Set the number of transactions displayed Relay Contact Transactions to Keep in the Buffer 128 Editing Transaction Monitors Snap Transaction Monitor windows at 5 4d pixels sx 1 Select Edit Transaction Monitors from the Tools menu 2 Enter the number of transactions you want to be displayed in the monitor Select a Transaction Monitor loj x Select a Transaction Monitor Edit any of the following transaction monitors Open monitors displayed with 3 You can also specify the number of pixels at which the Teal color cannot be deleted o oc pm d c Ez Transaction Monitor window snaps to the corner of the c c S E n Description screen 1 M
116. ssions If the user does not have at least read only rights to a field it will not be visible The user must have read write permissions to all required fields in order to Save a record Automatically Create CM Lock Credential The Geoffrey system allows the users to automatically create a corresponding offline credential when a new online credential is created Follow these instructions to generate an offline credential 1 Open System Settings program Enable Offline Credential Settings gt Automatically create an offline credential when an online credential is created checkbox Note Only users with administrator rights to System Settings will be able to modify this field because it is a global setting throughout the system 2 Create a new online credential with an Encoded ID Keypad ID is optional This feature will not work with credentials created with no Encoded ID Save the record 3 The application then verifies that the same cardholder does not already have an offline credential with the same Encoded ID and Keypad ID If the user already has a offline badge that meets these criteria then the process stops there The system does not generate any error message If the cardholder does not already have an offline credential with same encoded ID and Keypad ID and an error occurs during the process the user will be notified of this error with a message dialog The offline credentials grid will be refreshed and the n
117. t determines the last day to be included in your report Both the Ending Date and Ending Time field define it The Ending Date field defaults to the current date but this can be changed to an earlier date if you want to define a specific time period for example a Beginning Date of January 1 to an Ending Date of January 15th The Ending Time field defaults to 11 59 59 pm but this can also be changed to your specifications End Repar Ending D ate 1 37 2002 Ending Time 11 59 59 PM Run Report After all the categories are defined click the Run Report button on the upper right side of the window and it will gather information from the system and organize the report along your specifications Refresh Report When you change any of the criteria of the fields click the Refresh button to generate new data Understanding a Report After a report has been run the information captured from your Geoffrey database will be displayed in column and grid format on the bottom of the screen This infor mation in the grid display can be viewed six different ways each represented by a tab These tabs are Area Access Area Cardholder Badge Badge Activation Retirement and Timezone The fields are displayed in grid format under the selected tab One record created in the Cardholder Definition module can easily result in ten to fifteen rows displayed on the Audit Trail Report Note Each individual record yo
118. tart until that checkpoint has been reached 9 Time Tour Created This field shows the time the tour was created by the operator The following menu options are displayed when you right click the tour grid 10 Remove Tour also Delete key and Main Menu View Remove Selected Tour This button will only display if the currently selected tour is stopped or finished When used the selected tour will be deleted from the list 11 Remove All Finished and Stopped Tours also Shift Control keys and Main Menu View Remove All Finished and Stopped Tours Choosing this option will remove all the finished and stopped tours from the list Lower Section Note The columns under this section cannot be sorted Checkpoint always display in the order they are supposed to be reached 1 Icon A picture describing the current status of the checkpoint 2 Device ID The identification number of the device that is acting as the checkpoint 3 Checkpoint Status The status of the checkpoint E g Arrived Early Arrived Late 4 Time Running The amount of time the checkpoint has been waiting to be reached Chapter 12 Security Tour System Client Starting a Tour 5 Actual Checkpoint Start Time The time that the 2 To stop a tour for limited amount of time select Pause cardholder supposed to reach the checkpoint Tour button or File gt Pause Selected Tour option from l l the menu The Resume Tour button must be used to 6 Time Checkpoint Re
119. ther RC FailureLoaded RC e Loading RC Failure Update RC Update RC Failure Set RC Clock e Archiver Started Modified Data Records e Archiver ClosedHistory Archive Failed History Archive CompleteHistory Archive Aborted e History Archive Started Reader Override 2 Relay Override Contact Override Guest Alarms The following guest transactions can be defined as alarms 1 Guest Pass Transactions Guest Signed In e Guest Authorized Chapter 4 Previous Alarms Guest Signed Out 2 Tour Reader Transactions Guest REset to Pending The following are the Tour Reader Transactions that can be defined as alarms Guest Deleted Tour System Alarms e Arrived On Time At Reader Checkpoint Tour System Alarms Arrived Early At Reader Checkpoint 1 Tour Operator Transactions Arrived Late At Reader Check Point The following are the Tour Operator Transactions that Reader Checkpoint Never Reached can be defined as alarms 3 Tour Contact Transactions Tour Started The following are the Tour Contact Transactions that Tour Stopped can be defined as alarms dais o e Arrived On Time At Contact Checkpoint dis e Arrived Early At Contact Checkpoint Tour Finished with Fault e Arrived Late At Contact Check Point Tour Finished Successfully Contact Checkpoint Never Reached Tour Timed Out Tour Out of Sequence Chapter5 Alarm Graphics Client Overview The Alarm Graphics Client Module connects to the SP an
120. tive Online Credential tab and write it to the Retired Credential tab III Reset Anti pass back State Returns the cardholder s anti pass back state to neutral IV Select Credential Layout Opens the Credential Layout Description window that allows the user to select a different layout V Print Credential Allows user to send the highlighted credential to either the default credential printer or a print queue VI Calculate Keypad Pin Uses the Encoded ID of the highlighted badge to calculate a PIN number Standard or Geoffrey PIN Encryption is defined in the System Settings module VII Edit Badge Click on this option to edit badge technology and badge layout Stamped ID Encoded ID and Issue Codes are displayed as Read Only fields Generating Credentials Automatically The Cardholder Definition program allows the user to create badges automatically This feature saves your time because if badge automation feature is enabled in the System Settings whenever you click Add Credential or captures a cardholder image the system generates badges automatically The user has to create a user defined field and link it using UDF LINK program with the badge technology and the badge layout they will be using in the automatically created badges This badge automation functionality works in two different modes Credential Insert Partial Automation Mode In partial automation mode an online credential is created when the us
121. tool bar icon shown below signature only or clear both Click on the View menu and select the appropriate option View the portrait and signature of the selected Alarm 4 Ifyou want to snap the Portrait window to the corner of the screen click on the Tools gt Options In the i settings window specify the number of pixels at which Ay you want to snap the window to the right or left corners 5 You can also view or edit the information about the cardholder in question You can access the Cardholder Definition program from the Alarm Monitor screen itself and edit the information This feature helps the Operator to give or deny access to a particular cardholder To perform this functionality the Operator must have Read Write privilege to the Cardholder Definition application Chapter 3 Alarm Monitor Executing Override Tasks 6 Right click on the transaction and select Edit Cardholder in Cardholder Definitions Program Palle file pd gardh yew pel Be Soo FF lee Codie TE Debts Cunard Cardholder A OR BE S Bia Last Hara First Mares Inl Eine ure H R Vuctreiiuan Dual Epaian Date Esad ID SERES EE n E F Phone Exberaion AF zz s E Mad diena E No E E emisti Comeary com EEJ I Heim Loscdhokekes HD TH Zj 4 Ache Badges Retin Ridges Arma tcs Comcs F adne Bante Oo Bw B B Executing Override Tasks When an alarm occurs the operator can execute necessary actions using the Override
122. ts II Choose the Area Sets from the Select Area Sets window You can use the Search feature to locate Area Sets easily Click OK III Click Next on the New Cardholder Wizard IV If you want to assign any other Areas additionally click Add Areas Select the Areas and click OK V Click Next on the New Cardholder Wizard 2 File gt Area Access Add Area Access option activates the Area Access wizard There are four different options available on this window e Remove Area Sets Removes the Area Set from the cardholder s record e Set the selected records so that they use the stored template values This uses the template values for Area Access permissions that have been defined in the System Manager module e Set the selected records so that they do not use the stored template values Allows the user to change time zone expiration values area state and door types associated with the Area Access permissions for the specific cardholder Edit access permissions on the selected Area set Allows user to change the Area Set s access permission for the specific cardholder provided you have chosen not to use the stored template values Your selections will be highlighted in blue color After clicking OK the wizard will return to the Area Set window Chapter 2 Defining Cardholders Add New Cardholders 3 To Delete Area Access select an Area from the Area Access tab and choose delete Note The Area Access ta
123. u create such as a cardholder has many fields that can be monitored by the Audit Trail Report Whereas you may have created only one Cardholder the Audit Trail Report can display all fields associated with that record such as First Name Last Name Cardholder ID etc as shown in the following examples Each tab in the Audit Trail Report represents a Table Many of the columns titles which mirror fields of your records are found in more than one tab Click on each tab to see the corresponding database changes that are made The report shows data of change Chapter 9 Audit Trail Report Understanding a Report the operator s user id activity insert or update and cardholder s name Column Name Definition I Area This lists the Area description as defined in the software II Audit ID This is the number assigned by the system to the specific record field entire row in the context of the whole Audit Trail Report III Cardholder This displays last and first name of the cardholder IV Column Name The actual title of the field that was created changed or deleted such as CardholderID V Data Table This defines the table name where activity was recorded in the Geoffrey software If a badge was activated or retired the table name will display in the Data Table column of the Badge Activation Retirement tab VI Date of Change This reflects Date and Time of inserts or updates that were made VII Encode
124. y Derived Sub Report by clicking the Add Selection button To remove selections highlight the records you want to remove and click the Delete Selection button For each selection type that the report has another tab will be displayed Chapter11 Manual Overrides Introduction Geoffrey Manual Overrides Program allows the operator to manually change a device s normal function possibly to allow temporary access to an area to exit in an emergency situation There are two modules that comprise the overall function Manual Override Definition and Manual Override Manual Overrides are programmed or defined using the Manual Override Defintion module They consist of sets tasks and their actions An Operator must physically execute the Override command whenever necessary Manual override sets are defined so that several devices can have commands sent to them simultaneously For instance if you want to have all perimeter doors unlock in an emergency you would define manual overrides with the appropriate commands to control the devices for those doors If an emergency arises the authorized Operator will select the emergency override and execute it In Manual Override Definitions all the programming for Override Sets Tasks and Actions was completed in order for Authorized Operators to execute necessary actions using this module The range of actions 1s limited only by the Security permissions granted to the individual or group in
125. ys three categories with sub fields that need defining They are Report Dates Available Begin Report and End Report These fields set the parameters of your Audit Trail Report ipi ile Help r Report Dates Available Begin Report End Report 3 ee gt Run Report Date of First Entry UTC Beginning D ate Ending Date m 724 2003 6 22 23 PM 09 07 2003 Y 03 08 2003 t Refresh Date of Last Entry UTC Beginning Time Ending Time Exit 09 08 2003 8 01 05 PM 12 00 00 AM 11 59 59 PM E CI B Area Access Area Cardholder Badge Badge Activation Retirement Timezone Audit ID Date Of Change Operation Cardholder 315 09 08 2003 4 24 30 PM mil PE orted On ID Ascending Total Rows 1 In the Audit Trail Control module the Duration of History option determines the amount of data that is stored in the system After the amount of days specified the records are deleted from the Audit Trail tables If the duration is set to 14 that indicates you will not be able to create a report that includes data beyond the 14 day range regardless of what is entered in the Beginning Date and Ending Date fields of the Audit Trail Report module Chapter 9 Audit Trail Report Generating a Report Generating a Report In order to generate an audit trail report you need to specify the following fields in the Audit Trail Report program Report Dates Available The first
126. zero means there is no keypad ID Note A cardholder can have two credentials with same Encoded IDs as long as the Keypad IDs are different V Offline Function Click on the expand button to select a function the offline credential will perform when the cardholder presents the credential at the door Note This is a required field These are the offline functions available a Normal Normal opens a door for a specified time The time span is defined by the Relock Delay set in the Offline Lock Definition b Toggle Toggle opens a door and leaves it open until it is closed again by a toggle credential It toggles a door between locked and unlocked c Freeze Freeze disables the keypad credential reader Only credentials set to Pass Through can open the door Use a credential with Freeze function to return the door to an operational state Freeze does not lock a door for example when the door was toggled open d One Time Use One Time Use opens the door only once with the Normal function After the door relocked the credential does not work anymore on this door It can still work on other doors until after it was used on these doors once e Pass Through Pass Through is a credential function that allows Users to pass through doors that are in secured lockout mode It does not matter if this mode was set by a door Holiday or by a Freeze credential used when the door was secured A Pass Through credentia

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