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STOPware PassagePoint User Manual

1. E windows Task Manager n x File Options View Help Applications Processes Performance CPU Usage r CPU Usage History MEM Usage gt y Memory Usage History Totals Physical Memory K Handles 9731 Total 523568 Threads 383 Available 183256 Processes 46 System Cache 292348 Commit Charge K Kernel Memory K Total 276472 Total 58848 Limit 1277508 Paged 39344 Peak 419560 Nonpaged 19504 Processes 46 cpu Usage 13 Mem Usage 276472K 1277508K 58 Chapter 4 Server Configuration When you modify the three Scheduler options you change the default behavior of the Server under Windows To reduce the CPU usage slide all three scheduler settings to the left Database Properties Blelala l el ale s r Scheduler 4th Dimension Min Ti Max 4D Server Min Mar Vio 4D Client Min 7 Max r Database Cache Memory Use New Memory Allocation Scheme on Macintosh Flush Data Buffers every 15 Minutes Maximum Cache 20480 Kb r Application Main Memory Used Blocks 11 Block Size 10240 Kb r Temporary Folder Location User Defined Browse Automatic Cancel STOPware PassagePoint 4 5 59 Administrative Guide Database Cache Memory Settings This setting tells the server how much memory to reserve for the data cache The data cache is that portion of memory
2. Email L sa uep Use Terminal Server Settings Refresh Rate Sec 30 Login Name The Login Name is a required field The login can be unique to one individ ual or can be shared by many people The Login is not case sensitive Passwords A password can be added to the user account but is not required These passwords follow the Password Rules set in the User Accounts screen 90 Chapter 7 User Accounts amp Passwords Resetting the Password This will reset a user s password to the default password as specified in Password Rules Select File Menu from the Server Screen Database Properties 1 2 Login as the Admin user Go to File menu gt Configure gt User Accounts Select a profile and click Modify Click the Reset button A dialog will appear confirming that the password has been reset Click the OK button to save the changes Changing the Password Admin 1 2 Login as the Admin user Select File menu gt Configure gt User Accounts Select a profile and click Modify Click the Change button A password screen will appear Enter the current password if any and enter the new password twice Note Ee Passwords are case sensitive Click the Change button Click the OK button to see changes STOPware PassagePoint 4 5 91 Administrative Guide Changing the Password Users Users may change their password anytime To Change a Password
3. 2 Select the have a TWAIN photo capture device check box 3 Click the Configure button next to the check box m the TWAIN Source TWAIN version installed FODOD170 Quick Time version FOOO0600 Done 4 From the menu select the TWAIN driver source to use on this workstation STOPware PassagePoint 4 5 199 Administrative Guide 5 Click Done when finished Then click OK to save changes Note The TWAIN and QuickTime information is displayed to confirm proper installation If they show N A as the version try installing them again If the menu does not contain any options make sure the photo capture licenses have been installed Enabling the Photo Capture Feature for User Accounts The photo capture feature requires a license In order to use the license each user account must be given access to the license To Enable the Photo Capture Feature File gt Configure 1 Select User Accounts 2 Select the user and click Modify 200 Chapter 18 Special Configurations 3 Click the Other Options tab Ex Users User Info Visitor Data Access Other Access T Country Warnings v Station Preferences Access Cards TT Lists for drop downs Search Import Export FF Look out List Approve Web Entries TF Add Edit Records Y Photo Capture F View Print Reports FF Delete Records Iv Delivery Features Y Property Features View Print Property Delivery Re
4. 8 Click the Compact button The Create a data file screen will appear 9 Anew data file will be created The default name will be PassagePoint2 4DD It is recommended that you do not replace the original data file but rather keep it as a backup copy STOPware PassagePoint 4 5 221 Administrative Guide Save in E Database a e Reports WebBuddy4D Win4dx wwwlImages wwwPages PassagePoint 4DD History a Desktop My Documents i3 L My Computer VE m a a File name Ex assagePFoint2 4DD My Network P Save as type Data File 4dd Cancel Save Split 10 Click the Save button The Compacting will begin 11 Once the Compacting is finished exit the Tool application 12 To use the new compacted data file rename it to the default PassagePoint 4DD file name You may have to rename the orig inal data file first Launch PassagePoint Creating a New Blank Data File At some point it may be necessary to create a new blank data file Config uration settings and serialization will be cleared in the new data file 1 Launch the PassagePoint Server or Standalone application while pressing the Alt key on the keyboard 2 The Open Which Data File screen will appear 3 Click the New button The Create a data file screen will appear 222 Chapter 19 Administrative Tasks 4 Name the new data file and click Save Checking and Repairing the Data Fi
5. Other hardware for special requirements such as signature capture Administrative access for installing software and drivers e Static IP address of Server machine 14 Chapter 2 Getting Started amp Installing Installing PassagePoint Installing PassagePoint is made easier with the use of installer wizard applications and some setup wizards within PassagePoint To begin you must first decide whether this will be a client server install or is this a stan dalone install on a single workstation You will find both installer applica tions on your CD so be careful to select the correct one Note The PassagePoint Installation Wizard includes most LSS hardware drivers Client Server Install This install requires that a few additional steps be taken to set up the server It is recommended that you perform the following steps below in the order shown to ensure a quick installation process 1 Gather the required items listed above in What You Will Need 2 Prepare the server computer Make sure that the TCP IP protocol is installed using the Network Control Panel Confirm that there is a static IP address assigned to the server machine You will need this address later when setting up the workstations Server s IP address Note E A fully qualified domain address may be used instead STOPware PassagePoint 4 5 15 Administrative Guide General You can get IP settings assigned automatically if your netwo
6. 199 NDA Feature Configuration o o ooooooooooo 201 Using a Visitor Sign in Station liliis 202 Reception Administration of NDA 22002020 eee 202 xiii Software Requirements for Signature Capture 202 Hardware Requirements for Signature Capture 202 NDA System Settings aa Ebr Rn 203 Configuring Directory Categories liliis else 204 Workstation Settings llle 206 Unattended Lobby Web Pre Registration 206 Using Windows Terminal Server and Citrix 207 User Acco nts 5 sup A ae ang ep ear ee a lots 207 LODDICS 20 2 Lua yardas a q s 208 Using WYSE WinTerminals llle 209 Chapter 19 Administrative Tasks Automated Clean up Features o o ooooooo o 211 Deleting Records micos oe OP on e 211 Creating a Segmented Data File 212 Compacting the Data File o ooooommo 218 Creating a New Blank Data File 221 Checking and Repairing the Data File 222 Data Back up Options ii RERXENEEM EAS 224 Rebuilding Indexes 2 2222 cee ee eee 224 Data Replace Tool 200s 225 Reset Numbers 0000 ccc eee es 225 Access Control Integration oooooooooomoo 225 Directory Lik oss alain Looper aid 226 Directory Linking with LDAP 0 000 cece eee 226 Enterprise Database Setup o ooooooooo
7. 6 Alogin window will appear Enter admin for the user name and the new admin password as entered into the Setup Wizard Click the Login button 7 The Workstation Configuration Wizard will appear and walk you through selecting a printer and other options Please follow the on screen instructions 8 Repeat this for each workstation Please refer to the User Manual located at Start Menu gt Programs gt PassagePoint gt Client gt User Manual pdf or on the PassagePoint CD for more information on using PassagePoint Now the PassagePoint software is installed and ready to go Additional Server and Workstation configuration information can be found later in this manual Check the Table of Contents for available topics For example to Register the Server as a service refer to the Server Configuration section 26 Chapter 2 Getting Started amp Installing Standalone Edition Install Installing a standalone edition only takes a few steps It is recommended that you perform the following steps below in the order shown to ensure a quick installation process Gather the required items listed in What You Will Need Preparing Workstation Computers 1 Install the badge printer driver if available This may be on the PassagePoint Installer or CD 2 Setthe orientation and paper size settings in the printer driver For NT 2000 and XP this should also be set in printer prefer ences Make the orientation and paper size sele
8. landscape output the paper size or the properties of the printer This screen is the standard printer drivers window STOPware PassagePoint 4 5 75 Administrative Guide Scroll through the different Badge Styles to change the output of the badge Badge styles are predefined Select Create New to design a new badge New badge style name i Untitled Style 1 I Duplicate visitor Style Cancel Parking Pass Labels can be created and designed the same way as the visitor badges however the parking pass must be named parking 76 Chapter 6 Badge amp Label Design Badge Visits Badge Designer ject Arrange Use the Badge tab to edit the Badge Style chosen in the upper right cor ner The fields on the right side of the screen are factory default samples used as placeholders Double click or drag and drop the selection on to the badge STOPware PassagePoint 4 5 77 Administrative Guide For example select First Name drag and drop it on to the main page Use the backspace or delete key to remove a field from the badge s Badge Designer Repeat the process as appropriate to complete the customization of the badge 78 Chapter 6 Badge amp Label Design In this example First Name Last Name Representing Signature and Photo were selected The following example represents the sample selec tions here Visits Badge Designer STOPware PassagePoin
9. 48 Chapter 3 Configuring Workstation Preferences Other options are available for using barcodes with Extended Visits Access Control Systems and 2D barcode readers Please refer to the Index for a complete listing of barcode usage System Settings on the Workstation There are some settings in Windows that will affect the look and feel of PassagePoint Here are some common settings to keep in mind Monitor Resolution PassagePoint was designed to accommodate various screen resolutions For the best results the reception computers should have a minimum screen resolution of 800 x 600 Higher resolutions may provide more effec tive space on the desktop The visitor sign in computer should have a screen resolution of 640 x 480 so the fonts and text are larger and more readable To change your resolution setting select Control Panel Display 1 Click the Settings tab 2 Adjust the Screen Area slider 3 Click Apply to save changes Note The resolution setting may be located in another place BS on your computer STOPware PassagePoint 4 5 49 Administrative Guide System Font Setting Windows has a font setting that can affect the look and feel of Passage Point screens The default setting is small fonts If the large fonts set ting is selected the field titles may become chopped off and hard to read To change your font setting select Control Panel Display 1 Click the Settings tab 2 Click t
10. 5 Enter the floor name and click OK to save the record STOPware PassagePoint 4 5 143 Administrative Guide 6 A new record is created so enter the next floor name and click OK 7 Once all of the floors have been added click the Cancel button Building Name The Building name shows the site of the floor Floor Name It is recommended that the floors be named a two digit number for proper sorting For example floor one should be named 01 and floor two should be named 02 This will ensure that the floors are sorted in order in the listing and menus Floor Group The Floor Group menu assigns the floor to a Floor Group This is used when setting user access levels For example you can give a user access to a specific group of floors only Please refer to the Users amp Passwords section of this manual for more information on access levels 144 Chapter 10 Buildings and Lobbies Edit the Floor Group 1 Click the Edit button next to the Floor Group menu The Floor Group screen will be displayed Floor Groups Floor Groups Select From The List 2 To Edit a Floor Group name select it and click the Edit button 3 To Delete a Floor Group select it and click the Delete button 4 To Add a Floor Group click the Add button 5 Click the Done button to close the Floor Group screen Campus The Campus menu assigns the building to a campus This is used in net worked editions when setting
11. have a business card scanner Calibrate have a driver license scanner Configure Fl have a TWAIN photo capture device Configure Send Command to Relay Switch Accept Input from Access Card Reader Configure have a barcode scanner Configure Configure OK Cancel 2 Select the I have a signature capture device option 3 Click OK to save changes Unattended Lobby Web Pre Registration PassagePoint can be used in unattended lobbies A visitor sign in station would be used by the visitor to enter their information and print a badge The Web Pre Registration allows employees within the building to pre reg ister their guests prior to their arrival To maximize security you can require that only those guests who are pre registered can sign in STOPware PassagePoint 4 5 Administrative Guide To Require Visitors be Pre Registered select File gt Configure on the Cli ent 1 Select Sign in Station Profiles from the list 2 Select the Sign in Profile to use and click the Modify button 3 Click the Settings tab and select the Require Pre Register Match check box Using Windows Terminal Server and Citrix PassagePoint can be used with Windows Terminal Server and Citrix This configuration can be used by one user or by all users To make this config uration work User Accounts and Lobbies need to be configured properly User Accounts Normally the s
12. select File Change Password 1 Enter you current password 2 Enter the new Password two times 3 Click the Change button Note gt Passwords are case sensitive Email Address Enter the Email address for the individual or workstation This Email address will be used as the From address when sending visitor announcement Emails If the Email address is left blank the default Email address will be used Please refer to the Email Features section of this manual for more information about these features SQL U P These fields are used for PassagePoint Enterprise Edition Please refer to the Enterprise Addendum for more details Use Terminal Server Settings This checkbox should only be used if the user account will always be using an NT Terminal Server connection along with Citrix to log into Passage Point Please refer to the Advanced Topics section of this manual for more information 92 Chapter 7 User Accounts amp Passwords Refresh Rate The Refresh Rate is usually set at 30 seconds This is the amount of time between updates if any needed to the lists in the Explorer screen If a user does not require frequent updates then this setting can be increased Note If you are using Visitor Sign in Stations keep the BS Refresh Rate at two seconds for all users Visitor Data Access The administrator can set access levels for users and restrict which fea tures are available to ea
13. 184 Chapter 15 Business Rules STOPware PassagePoint 4 5 185 Administrative Guide 16 Options amp Other Features PassagePoint uses many settings to turn on and off features and configure specific functionality This way users only use and see the features that should be used Many of these settings can be found in the Configure Screen under Options Features To Manage Options Features select File gt Configure on the Client 1 Select Options Features from the menu iil Zi Configuration amp Preferences Eg Select Badge Designer Buildings Lobbies Business Card Scan Business Rules Definable Fields Directory Definable Fields Visits Directory Auto Import Directory Categories Directory Link Drivers License Scan E Mail Features Enterprise Database Options Features To 5 00 PM F Use workstation s clock for time amp date stamp Enable Vehicle Features Business Hours 8 00 AM Enable Safety Training Features Enable Video Playback Features E vent Lo mi Automatically Export Visitor Data Monthly _ Run Now Other Admin Tools Hide extra fields when entering walkup visitor His nos Nightly Clean up Start Time 00 00 Run Now assport Scan Permission List Re import Government Watch List Each Night Photo Capture Product Licenses FT Display NDA to Visitors Capture Signature Security Alerts Sign in Station Profiles Re display Agreement after 13 months User A it i i
14. 202 206 hardware 8 13 14 45 HTML 70 I Import 65 79 88 97 229 iInstall 13 14 17 21 26 67 196 201 233 Intranet 3 20 62 64 66 69 70 138 146 154 163 206 L Label 8 38 39 73 75 115 LDAP 65 66 226 Lobby 1 137 140 141 206 208 M Memory 59 N NDA 109 154 188 201 202 203 204 205 P Passport 9 36 177 Password 63 64 65 91 101 227 Photo Capture 8 45 176 191 195 196 Printer 8 13 32 38 39 141 152 234 Protocol 9 R Rapid Registration 93 94 Records 94 95 97 98 211 Register 20 25 52 93 108 207 Reports 94 97 211 Restore 54 56 S Scanner 8 9 36 42 44 47 171 174 Security 150 167 227 Serial 13 22 28 44 191 193 197 Server 1 5 7 11 13 14 17 20 21 25 51 53 54 55 57 58 61 68 69 70 90 91 109 122 132 141 207 209 217 218 221 222 224 233 Signature Capture 8 45 201 Sign in Station 103 Standalone 1 26 28 29 221 Station Preferences 31 32 37 41 43 44 45 46 47 97 152 173 198 206 Station Profile 103 104 105 107 Stock 13 39 74 System Requirements 4 5 T TCP IP 9 11 14 21 22 24 70 Troubleshooting 229 TWAIN 8 45 195 198 199 U User Account 207 V Vehicle Import 131 Visitor Data 92 Ww Workstation 4 13 21 24 25 26 29 31 48 175 195 198 206
15. Administrative Guide 6 Toview the changed field labels open a visitor entry screen or the Directory screen for directory custom fields ixilPassagePoint Rapid Registration with Visit Search Engine E Send E mail 166 Chapter 13 User Definable Fields amp Lists j EN xi Configuration amp Preferences fere Definable Fields Director r Directory Records 2 Map to Visitor Definable Fields Directory Title Definable Fields Visits Custom Field Directory Auto Import Custom Field 1 Custom Field 1 Custom Field Directory Categories Directory Link Custom Field 2 Custom Field 2 Custom Field 2 Drivers License Scan E Mail Features Custom Field 3 Custom Field 3 Custom Field 3 v Enterprise Datab Event Log pipes Custom Field 4 Custom Field 4 Custom Field 4 y Dither Adnan Tos Custom Field 5 Custom Field 5 Custom Field 5 z Other Importing Custom Field 6 Custom Field B Custom Field 6 z Passport Scan Security Alerts Sign in Station Profiles User Accounts z TOES Changes for workstations will take effect at nest login DK Cancel Custom Fields Directory To Manage Custom Fields Directory select File Menu gt Select Configure 1 Select Definable Fields Directory from the menu 2 Editthe Custom Field labels For example Custom Field 1 can be changed to Cell Number 3 Click OK to save changes 4 To vie
16. Backup every 1 day s E SLT 56 Chapter 4 Server Configuration Restoring From a Backup 1 Launch the Backup application located in the utilities directory 2 Click the Restore button xi 200 Aloe Full backup Use this feature on a regular basis to make a complete backup of your database Restore Click here to open a backup copy of your database and restore it Restore Log Use this feature to integrate log file operations into a database Mirror Use this feature to manage a mirror database which receives and integrates the log file via the network 3 Once the window opens select the backup file to restore from Click Open 4 The data file PassagePoint 4DD and PassagePoint 4DR will be created and saved STOPware PassagePoint 4 5 57 Administrative Guide Tuning the Servers Idle The System Settings Tab allows you to set some options that make a dif ference in the performance of your database Select File Database Prop erties gt System Settings Scheduler Options These options work together to help tune your database When the Server is running with the default settings it assumes that it is running as a dedi cated server Therefore it uses a significant proportion of the CPU time ranging from approximately 20 at idle to as much as 100 when the server is active To observe this behavior you can use Ctrl Alt Del then click the Task Manager button to bring up the Task Manager
17. Require Authorized by if Sponsor is Required r Pre Reg Requirements Require Floor for Primary Destination Require Primary Contact Info Name amp Phone Require Valid Arrival Time Allow Pre Registrations up to 6 months in the future r Restrictions Restrict Property Pass Allocation F Restrict Sponsorship of Visitors Maximum Daily Visitors per Sponsor OK Cancel Each organization has its own set of business policies and procedures For example some companies require that every visitor be escorted by an employee host These Business Rules can be configured in Passage To Manage Business Rules select File gt Configure from the Client 180 Chapter 15 Business Rules Sign in Process Require Sponsor Host Select this option to require that the Sponsor Host field be entered for the directory categories that require a host Please refer to the Directory Cat egories section of this manual for more information Require Directory Match Select this option to require that the Sponsor Host entered be a valid spon sor found in the PassagePoint directory Valid sponsors are those people who have the Sponsorship of Visitors permission box selected in their directory records and are marked as Active Require Authorized by if Sponsor is Required Select this option to require that the Authorized By field be entered prior to sign in Pre Registration Requireme
18. User Definable Views gt F Show Running Totals In Explorer hatak Man vett Changes for workstations will take effect at next login OK Cancel 186 Chapter 16 Options amp Other Features Times amp Dates Use workstation s clock for time amp date stamp By default all time and date stamping is done by using the clock on the server This provides a consistent clock source to avoid inconsistencies among workstations In some situations however it is best to use the clock of the local workstation instead of the server For example if the server is located in New York and workstations are located in San Fran cisco and Chicago This setting is system wide and will make this change for all workstations Business Hours These fields hold the hours of operation for your company This setting is used by companies that require employees to sign out if they leave after the lock down time If an employee needs to sign out after the lock down time PassagePoint will allow them to do so without requiring them to sign in first Nightly Cleanup Start Time This time field is used to schedule the automatic clean up process This process automatically signs out visitors that forgot to sign out checks for overdue property Emails daily traffic reports and other tasks too By default the start time is midnight This can be changed to whenever you wish It is recommended that the time be between midnight and 5 a m or during l
19. Visits Directory Auto Import Event Log Options Features Other Admin Tools Llama er a RA Changes for workstations will take effect at next login Other Importing Vehicle Import a v Enable Vehicle Import Path to Import File ESautoimpoit TX Browse Map Import File to Database Run Now I De activate vehicles not included in import file OK Cancel To Configure the Vehicle Import from a Client on the Server Machine 1 Select Other Importing from the Configure Screen menu 2 Select the Enable Vehicle Import check box 3 Select the text import file by clicking the Browse button 4 Click the Map Import File to Database button The Import screen will appear STOPware PassagePoint 4 5 133 Administrative Guide 5 Click the arrow above the field columns to map the Unique Value and the vehicle information Select Not Imported as the field title for any unwanted columns Refer to the section on Delimiters above for more information x 1 Fields H Fom Fie SiHeader Delimiters i Fomat Import T able Vehicle Import T able y Decimal Default B I E Vehicle Import Table End of Field IN Unique Value Directory Link Tab C F A Auto Make AX Auto Year AX Permit End of Record A Lic State Retum NewLine zi 13 10 i A Model i A License sstsdg AX Color None zl Create Table ale ix Cancel A Auto Year XAuto M
20. amp Out 188 Chapter 16 Options amp Other Features Automatically Export visitor data monthly This option will export visitor data to a tab delimited text file on the first day of each month The text file is saved in the server s application folder This can be used as an archive of visitor data Display NDA This option turns on the NDA features of PassagePoint Please refer to the NDA Configuration section of this manual for more information on this fea ture Capture Signatures This option allows signatures to be captured with the NDA feature as well as the Property Pass and Delivery features Please refer to the NDA Con figuration section of this manual for more information on this feature Re display Agreement after This option allows signatures on file to be valid for a certain time frame Enter the number of months for the NDA signature to be valid If the visitor has already signed the NDA within the allowed time frame PassagePoint will not prompt for a new signature Please refer to the NDA Configuration section of this manual for more information on this feature Running Totals Click this option to show the number of Pending Active and Today s visi tors in the Explorer screen izi PassagePoint Explorer Pending Visitors New Print Refresh Fint B c Today s Visitors Pendi i Active 2 Name L e t Today 2 STOPware PassagePoint 4 5 189 Administrative Guide Managing Access
21. your own custom look and feel graphic In most cases adding a Color Logo to the default look will achieve a custom look See Color Logo later in this section for more information To replace the background graphic the following guidelines must be followed to ensure functionality You may load the following graphic formats JPG GIF BMP PICT If you have any problems loading the graphic image convert it to JPEG and try again The size of the background image must be 576 pixels wide and 432 pixels tall The resolution of the graphics must be set to 72 dpi The background graphic sits behind the other objects on the sign in screen STOPware PassagePoint 4 5 111 Administrative Guide The center area is reserved for the functional objects such as buttons and fields This area should always have a white background Please refer to the specifications below before designing your own screen AA 576 Pixels 110 Pixels 432 75 65 Reserved area must have white background 50 50 Replace the background image 1 Click the Background button 2 Select a graphic file or copy your image to the clipboard and paste it into the background field Buttons The Sign In and Sign out button graphics can be replaced with your own graphics to match the background image The button must be 130 pixels wide and 55 pixels tall 112 Chapter 8 Sign in Station Profiles Replace the button graphics 1 Click the
22. 227 Security AOS unicidad ee RAH 227 General Security ara eek ele ohh does 227 Time of Visit Expiration llle 228 Threatlevel A Ad ixLLeS 228 NEW toutou oett ere teat quic m eph wd A tu aon rd 228 Deletes atest sande ad ta Ene exar dn Fore aay ate Bee 228 Modify Coti nd ER AV Set ee bad ot SE eet 228 xiv Permission LIStS 1000 c alae eb ats bd eee e eA Vier didu adus 228 Chapter 20 Tips Troubleshooting Events LOG its os ond enr ea uos Pied Pica CL DA 229 Error Codes sov t Eu eL ede Pers a UR wis dcs duties ds 231 Network Connection Error Codes ooooooooo oo 231 Email Error Codes cuo a rara A DOSE Pe aga aes 232 Miscellaneous Error Codes llle 232 Problem Solution 0 0 0 cc cece ees 233 Technical Support ss sux dE Ie dans AA 235 STOPware PassagePoint 4 5 Administrative Guide 1 Introduction What is PassagePoint PassagePoint visitor badging and lobby security software represents many years of pioneering product development It was conceived to meet cus tomer requests for computerized visitor logs and temporary visitor badges and has evolved into the most comprehensive visitor management soft ware available How the Software Can be Used e For signing in and badging walk up visitors e As an optional visitor self registration station To pre register individuals or groups For viewing and printing reports e Asan added security level Configuration Op
23. Administrative Guide Lobby Name The Lobby Name should be descriptive and include a reference to the building that it resides in For example a lobby inside a building named 450 Chicago could be named 450 Chicago Front Lobby Building Name The Building name shows the site of this lobby Terminal Printers Select the printer driver path to use for this lobby location Select the printer from the menu This should be done from the station that will be printing for this lobby This is required only if using Windows Terminal Server Please refer to the Special Configuration section of this manual for more information Floors Floors are within buildings In most cases there isn t a need to add the floors for each building If for example you require pre registered visitors to be assigned to a floor then you must enter the floors for each building 142 Chapter 10 Buildings and Lobbies Managing Floors xj Lobbies Name Main Lobby Building Main Building Terminal Printers New Path F Select New Printer y Current Path Cancel 1 Modify or Add a building first 2 Usethe three buttons below the Floors listing on the Building screen to Add Modify or Delete a Floor Adding Multiple Floors to a Building 1 Select File Menu gt Select Configure 2 Select Buildings Lobbies from the menu 3 Select the building to add floors and click Modify 4 Click the New button under the Floors listing
24. Cards Many companies and organizations use access cards to limit access into specific areas of the building When employees lose or forget their access cards they typically get a loaner from the receptionist or security desk PassagePoint can record which access card was issued so that it can be recovered if not returned As access cards are distributed a separate access card listing is updated and maintained automatically It records the access card number history of transactions and status If you wish to add delete or modify access card records use the Access Card option under the File menu Unassigned Not in Use Missing Lost Brad Smith Removed from Service Kim Harris Assigned Currently in Use David Adams 5 6 2003 Done Add Card Print Delete KI oft 190 Chapter 16 Options amp Other Features STOPware PassagePoint 4 5 Administrative Guide 191 17 License amp Serial Number To Manage the Serial Number select File gt Configure Select Licenses from the listing e Configuration amp Preferences Select Access Control Integration Badge Designer Buildings Lobbies Business Card Scan Business Rules Definable Fields Directory Options Features Other Admin Tools a Product Licenses rLicensed To ABC Company For Location 123 Main Street Suite 100 San Jose CA 92432 USA Update Information Licenses Client License Photo Capture
25. Chapter 3 Configuring Workstation Preferences Print to Visitor Station This setting should be used in special cases only If you are using a visitor sign in computer with a printer connected directly to it then this setting can be used on the reception workstation If selected when the receptionist prints a badge the print job will be sent to the visitor computer to be printed To maximize performance it is best to use Windows printer shar ing instead of this option if available Show Print Dialog This option will display the standard Windows print setup and print dialog screens each time the badge is printed Use Driver Settings This option is normally selected When the badge is printed PassagePoint uses the defaults set in the printer driver such as size and orientation cd Make sure the orientation and paper size defaults are set for both ote the Properties of the driver and the Document Defaults Printing LSS Preferences Suppress Utility This option is normally selected This option is used internally to either use an optimization process for printing or to suppress it In most cases the optimization process is not required STOPware PassagePoint 4 5 41 Administrative Guide Location Each workstation is assigned to a lobby or location This allows Passage Point to display only the relevant visitors for that location or lobby The first time the client software is launched you will be asked to s
26. Connection Error Codes Code Description 10001 Lost connection with server Timeout error attempt reconnect 10002 Lost connection with server for current task Timeout error attempt reconnect 10030 Client and Server are desynchronized restart client 10031 Client and Server are desynchronized restart client 15301 Record is locked Cannot be modified at this time 232 Chapter 20 Tips Troubleshooting Email Error Codes Code Description e 10006 e 10007 e 10033 e 10034 able e 10035 e 10036 age e 10037 e 10038 e 10040 e 10041 e 10042 e 10043 e 10044 From address missing To address missing SMTP 421 Service not available closing transmission channel SMTP 450 Requested mail action not taken mailbox unavail SMTP 451 Requested action aborted local error in processing SMTP 452 Requested action not taken insufficient system stor SMTP 500 Syntax error command unrecognized SMTP 501 Syntax error in parameters or arguments SMTP 503 Bad sequence of commands SMTP 504 Command parameter not implemented SMTP 550 Requested action not taken mailbox unavailable SMTP 551 User not local please try lt forward path gt SMTP 552 Requested mail action aborted exceeded storage allocation 10045 SMTP 553 Requested action not taken mailbox name not allowed 10046 e 10064 SMTP 554 Transaction failed No response has been received within the given time
27. Delimiters 0000 00 cece eee eee 125 Auto Import ODIO Ss ssec dvo ud ds rcu p siete e an Pane 126 Setting the Default Category 0 cee ee 126 What to do After Importing 1 0 2 0 00 eee 126 Re Index after Importing 0 0 0 0 0 0 eee eee 126 Setting the Unique Field 2 00 ccc eee 127 Making a Copy First liliis eee 127 Deactivate Setting coooommrrrcorrrar rr 127 The Import D s cu rmn Remp ewe eee Gs bad pele ag 127 Setting up an Email Based Report After Import 128 Remove Quotes perdaran ae ee ee ede e 128 Photo IRIDOTE See a 128 Vehicle Import Gino dae o cec cmd dor d dom op dedo on mb 131 Exporting Data c 322v id 359 one ed ERREUR En obo 134 Chapter 10 Buildings and Lobbies DUMNGINOS 2527 quale Pa laus ad qe dora s i dub odo we 138 General SettingS 000 cee eh 139 Building Name curia rat runs 139 Address of Building vees reri aipe cen Ji n ee 139 LODOS i an rre 140 Lobby Namen iaa LER RU RAE Rt ie tn 141 Building Name i sss deer ye RA ERES REN oo ade ged AU E 141 Terminal Printers la hed waa UR en RR REI os 141 EOS 24 552 62bebs ita 141 Managing FIOOrS debe E Rae rena Reb NR dl a pee erg 142 Adding Multiple Floors to a Building lessen 142 Building Name teni LAS 143 Floor Name nA EET el a d Ls 143 Floor Group 2 aa o ate aezzeteR aOR aa Dead a Ede a 143 Edit the Floor Group 2020 ccc eee eee
28. License 1 Add Remove Licenses OK Cancel PassagePoint is a licensed product that uses serial numbers to activate workstation licenses and other features such as Photo Capture and Access Control Integration The first time PassagePoint is launched on the Client the Setup Wizard will prompt you to enter the serial number information Once the PassagePoint has been serialized the serial num ber information can be managed in the Configure Screen 192 Chapter 17 License amp Serial Number Licensed To This displays the company or organization that PassagePoint is licensed to This is a required field For Location This is the location for which PassagePoint is licensed The zip postal code is a required field Licenses This displays the number of licenses available Company Information To Manage Company Information select File Configure on the Client 1 Select License from the menu 2 Click on the Update Information button The edit screen will appear Company Information Business Name JABC Company Address 123 Main Street Address suite 100 City State PostCode San Jose c 2432 Country USA Phone 444 555 666 Fax 222 3233 7777 cnc 3 Make changes to the company information 4 Click Save to save your changes STOPware PassagePoint 4 5 193 Administrative Guide Serial Numbers PassagePoint is serialized the first time it is launched In server based installs the
29. PassagePoint can capture photos using a TWAIN driver for the camera An additional photo capture license is required for each workstation to cap ture photos Various cameras will work with PassagePoint including Log itech Quickcam and ValCam Professional Camera Not all manufactures of cameras conform to the TWAIN standard causing incompatibilities with PassagePoint Make sure that the camera you purchase includes a compatible TWAIN driver Warning STOPware PassagePoint 4 5 Administrative Guide Driver License amp Passport Scanners Works with various types of barcode magstripe DL readers as well as OCR DL scanners Please contact your PassagePoint representative for a complete list of compatible DL scanners BarCode Readers PassagePoint can take input from a barcode scanner to speed the sign in out process Most barcode scanners with a serial or keyboard wedge inter face work with PassagePoint Network Protocols PassagePoint products are able to work in almost any network environ ment PassagePoint uses the TCP IP network protocol to communicate 9 10 Chapter 1 Introduction Overview of System Architecture PassagePoint uses client server technology to network multiple worksta tions with a central database The design of the system provides high per formance and reliability whether you have two lobbies or fifty lobbies In addition this design allows the server to perform various administrative
30. RR 51 Registering as a Service NT 2000 XP 2003 o o oooooooo 52 Registering PassagePoint llli ee 52 Unregistering PassagePoint llle elles 53 Optimization Setting for NT aaua auaa aaa 53 Backup Restore Features llle 54 F l Backup ierit uere eee De MER e ag 54 Scheduling Repeat Backups ooooooooooocoo 55 Restoring From a Backup 0 0 cee eee eee 56 Tuning the Servers tle acc cout tote Gabe Sede ek eed 57 Scheduler Options 0 00000 cee eee 57 Database Cache Memory Settings llis eee eee 59 Application Main Memory llis 59 Chapter 5 Web Pre Registration Configuration Starting the Web Server licel eise 61 Connecting to the PassagePoint Intranet Site 62 Online Password Options adiu EE RERO 63 Allow Intranet Users to Choose Login and Password 64 Allow Intranet Users to Create Directory Accounts 64 Use Third Party Password System 00 0c eee eee 65 Use non standard HTTP Variable to Authenticate 65 User Authentication using LDAP 0 000 e eee eee 65 Require Approval of Web Entries o o oooooooo 66 Working with Microsoft IIS o oo o o oooooooooo 66 Installing the 4DISAPI Files 2 0 0 0 cee ee eee 67 Changing the Default Port 67 Using IIS on a Separate Server 0 000 cee eee 68 Web Server Minimum P
31. Sign in or Sign out button 2 Select a graphic file or copy your image to the clipboard and paste it into the button field Welcome Text Text may be added to the front screen of the Visitor Sign in Station Use this to welcome visitors or provide instructions The text is displayed in the center of the visitor screen just above the Sign in and Sign out buttons Enter text 1 Type the text into the Welcome Text field 2 Re launch the visitor sign in profile to see the changes Color Logo A logo or graphic can be added to the front screen design The graphic will be displayed just below the Sign in and Sign out buttons Adding a logo or graphic 1 Click the Color Logo button 2 Select a graphic file or copy your logo and paste it into the color logo field STOPware PassagePoint 4 5 113 Administrative Guide Screen The Screen menu is used to select the screen template to use for the Visi tor Sign in Station Interface The default setting is the Standard screen On the Professional Edition other options such as Language and Touch Screen are available In very special cases the custom option is used 114 Chapter 8 Sign in Station Profiles Screens 2 amp 3 Field Association Default Value Category Visitor Category Your Name First and Last Name r mE Representing I H Sponsor or Host Employee Sponsor z n Citizenship Citizenship z usa Note This option is not available for Language Scree
32. all Records Text Is pa te Dut Export Selection ht Time ln iH Time Out Records ig expo Windows File Y 5 A Destination 38 hu JEJE 3 Select the table from which to export using the menu at the top left of the screen STOPware PassagePoint 4 5 135 Administrative Guide 4 Pick which fields to export by selecting a field from the listing and clicking on the Single Blue Arrow button The field should be added to the bottom of the screen To pick all fields click the Double Blue Arrow button 5 To remove a column from the export select the column and click the Single Red Arrow button To remove all columns click the Double Red Arrow button 6 Select the correct File Format The default is Text 7 Make changes to the Header and Delimiters tabs as necessary Refer to the Delimiters section for more information 8 When you are finished configuring the export click the Export button You will be asked to name the export file Click Save and your data will be exported c 9or 9 x im Fields H Fom File z Header Delimiters Gf Format Export from Table visits z File B E Visits BA First Name Browse i A Last Name t Full Name Records Format A f 3 Date In Esport all Records Tex i 3 DS dina Export Selection Time In windows Fil H indows rile F t8 Time Out D Records to export p A Destination aal z z 2 2 Cancel A
33. be a conflict with the SMTP server Remedy Check the SMTP server and make sure that the Email is not being rejected Sometimes the SMTP server s configuration can cause Emails to be rejected if certain criteria aren t met For example if the From Email address is not a valid address the SMTP server may reject it Technical Support Contact your PassagePoint representative for support options and soft ware maintenance plans 236 Chapter 20 Tips Troubleshooting Index A Access card reader 46 Access Control 48 191 225 228 B Backup 54 55 56 Badge 1 2 8 38 39 74 75 76 93 94 108 151 Barcode 47 81 Building 33 41 93 137 138 139 142 208 Business Card 8 42 C Cache 59 CardScan 8 34 Client 1 16 17 21 22 24 25 69 122 132 137 148 157 179 185 191 192 196 198 203 204 207 230 233 Configure 36 44 45 46 47 69 73 85 86 88 90 99 100 103 104 105 106 107 118 122 124 126 129 130 131 132 133 137 139 142 148 149 153 157 164 166 167 171 174 175 177 191 192 194 196 198 199 203 204 206 207 208 224 225 230 D Database 11 22 24 53 55 59 65 67 70 90 122 130 132 213 226 227 Design 73 Directory Category 149 181 204 Driver License 9 36 44 174 175 Dymo 8 E Email 108 109 119 128 146 158 159 161 Error Codes 231 232 Export 80 97 188 Extended Visit 82 H Hardware 4 42 43 44 46 47 171 195 198 201
34. cee n 98 ACCESS Cards dei LE Salis b A LOMA A 98 SEACH 56e ona ot outset A epp D Lt 98 Look out List un ue petet rac Eae trae tet eant rto oe eto d 99 Licensed Features 2 0 cece eel n 99 Password Rules 2 eg ARCEM ee 100 LOGIN Rules a uu een ee ertt ce epe el e e beta 101 LDAP SOUD ora ses tet tele ertet e n 101 Password RuleS 2 2 0 0 cc eee ees 101 Regular Expression Password Filter o o oo 102 Chapter 8 Sign in Station Profiles Managing Sign in Station Profiles 103 Adding a New Sign in Station Profile oo 104 Modifying a Sign in Station Profile o o o oo o 104 Deleting a Sign in Station Profile 0 00 00 eee eee eee 104 Duplicating a Sign in Station Profile o o o oo 105 Sigan STA PTT 105 Login Name saraap id id o to ARTE NE ei 105 Passwords SAA 106 Reset the Password eres 106 Changing the Password llis eere 107 Settings said SLT Deren a ee en ee eras 108 Print Badge automatically after Visitor completes Sign in 108 Add as Pending Visit requires verification by receptionist 108 viii Require Pre Register Match for unattended lobby 108 Send Host Email Notification at Visitor Sign in Station 109 Display Employee Directory to Visitor o o o o o 109 Require NDA Acceptance cancel entry if decline is clicked 109 Use Te
35. desktop or worse Consider the items below when setting up the visitor sign in station 116 Chapter 8 Sign in Station Profiles Power Settings amp Screen Savers By default power saving is usually turned on This can cause the hard drive to spin down when the computer is sitting idle When a visitor tires to use the computer there will be a delay while the hard drive spins up again To avoid this delay turn off the power saving settings A screen saver can cause confusion when the visitor is directed to sign in It is recommended to leave the screen saver off Hiding the Task Bar On the visitor station the task bar does not need to be displayed It is rec ommended that you set the Task Bar to auto hide and de select the always on top options This will reduce the chances that the visitor will access the task bar and make unwanted changes To hide the task bar select Start Menu Select Settings Select Taskbar amp Start Menu 1 Select Auto Hide 2 De select Always on Top 3 Click OK to save changes Setting Display Resolution The visitor s screen is designed for a monitor set at 640 x 480 resolution This is due to the fact that many people have difficulty reading computer screens This resolution setting makes the objects on the screen large enough so that most visitors can easily read the screen This setting will also allow you to use a smaller monitor such as a 12 or 14 monitor and still have a suffici
36. devices Check the hardware specifications for compatible hardware If you have or plan to have a signature capture device attached to this workstation select this option Photo Capture Device PassagePoint can be used with many TWAIN photo capture devices Check the hardware specifications for compatible hardware If you have a photo capture device attached to this workstation select this option Please refer to the Photo Capture section of this manual for more informa tion Select the TWAIN Source 1 5 Digital Video C f TWAIN version installed F0000170 Quick Time version FOOO0600 Done To Select a TWAIN device select File Menu gt Station Preferences 1 Select the Connected Hardware tab 2 Click the Configure button and select your TWAIN device from the menu 3 Click Done when finished 46 Chapter 3 Configuring Workstation Preferences Send Command to Relay Switch PassagePoint can be used with an automated electronic switch for open ing gate arms doors or turnstiles String Command to Send Serial COM Port y Baud Rate 2400 y Execute on Sign in y Done AccessCard Reader PassagePoint can be used with an access card reader input device such as a proximity reader This allows the user to scan an access card into the access card field instead of typing it in Serial COM Port fi y Baud Rate 2400 y Done To Configure the Access Card Reader select F
37. each directory record to link the photo to the appropriate directory record For this reason the Unique Value field is required in the directory records and must be in the photo import file E 2d Configuration amp Preferences fore Select Access Control Integration Badge Designer Buildings Lobbies Business Card Scan Business Rules 2 Definable Fields Directory Path to Import File Definable Fields Visits CNimport phatos TXT Browse Directory Categories Map Import File to Database Run Now Drivers License Scan Path to Photo Files E Mail Features CNimport phatos Browse Event Log Options Features Other Admin Tools a Other Importing Photo Import v Enable Photo Import Sign in Station Profiles User Accounts x A a T ee ee eee ree OK Cancel Changes for workstations will take effect at next login To Configure the Photo Import from a client on the server machine 1 Select Other Importing from the Configure Screen menu 2 Select the Enable Photo Import check box 3 Select the text import file by clicking the Browse button 4 Ifthe import file only includes the photo file names without the path you must set the path by clicking the bottom Browse button and selecting the appropriate directory If the import file includes the path make sure the path is relative to the server and leave the path field blank 130 Chapter 9 Importing amp Export
38. eee 144 CAMPUS ie laa ha ees A veda dr dite Wid ies 144 Editing the Campus ao ecas rastie r ERETTA tees 145 Advanced Settings 2 0 cee tect eee bee e een 146 Email Visitor Pre registration report 2 2 0 eee eee 146 Do Not Display on Intranet Menu Option Web Pre Registration Only 146 Chapter 11 Directory Categories Managing the Directory Categories 148 Default Category 0 cee sse e e nn 148 General Settings xus au ue anri ERO ERES 150 Category Name ercon Les od See Peto rode eoe or geek ds 150 Security Level occ e rue lg da eae n 150 Can be Issued a Property Pass 0 0 0 cece eee 150 Can be a Valid Sponsor of Visitors 202002000ee 151 Can Be Added to the Directory 0 0 00 ee 151 Requires a Sponsor or Host 00 0000 cece 151 Print Badge by Default 2 2 0 0 0 eee ee ee 151 Badge Layout iii pur uu LEE A ee Ree DAR had ee 151 Maximum Daily Visitors llle 151 Maximum Active Visitors lllsle ee 152 Printer Destination roeas eese eaa a Dre TEE OENE EDE I RA 152 Advanced SeuingS 2 0020 dota da at bee PE eae 152 Import Category eenei ien TEN ee eh 153 Sort Order wie A Da eodd p eei EN HO a RE 153 Exclude this category from Auto Sign out 153 Parking Orly or rey ares eene e RR etes et 153 Print Parking Pass by Default liliis 154 Hide this Category on Web Page 0 ce eee eee 154 Show NDA V
39. if available STOPware PassagePoint 4 5 Administrative Guide Send Host Email Notification at Visitor Sign in Station This option will send an automated email to the host s email address from the host s directory record as soon as the visitor completes the sign in process Display Employee Directory to Visitor This option will show the employee list to the visitor if they need to look up the correct spelling of a Sponsor s name Check with your company s security policy before selecting this option Require NDA Acceptance cancel entry if decline is clicked This option is used with the NDA feature It requires that the NDA or Visitor Agreement be accepted before saving the entry Use Terminal Server Settings This checkbox should only be selected if the user account will always be using an NT Terminal Server connection along with Citrix to log into Pas sagePoint Please refer to the Advanced Topics section of this manual for more information 109 110 Chapter 8 Sign in Station Profiles Front Screen lil xj Sign in Station Station Info Settings Front Screen Screen 2 Screen 3 Options Background Sign in Button Sign out Button E ES Welcome Text j Color Logo Screen Standard x OK Cancel Background Graphic The Sign In station profile has a default look and feel when it is created This is achieved using a background graphic which can be replaced with
40. in Station Profiles Settings xi Sign in Station Station Info Settings Front Screen Screen 2 Screen 3 Options Preferences Policies I Print Badge automatically after Visitor completes Sign in Add as Pending Visit Requires Verification by Receptionist Require Pre Register Match for Unattended Lobby Send Host Email Notification at Visitor Sign in Station F Display Employee Directory to Visitor Require NDA Acceptance cancel entry if Decline is clicked Use Terminal Server Settings MetaFrame OK Cancel Print Badge automatically after Visitor completes Sign in This option will print a badge once the visitor has completed the sign in process This applies only if the category selected by the visitor has the Print by Default option selected Please refer to the Directory Categories section of this manual for more information Add as Pending Visit requires verification by receptionist This option is used when you want the receptionist to verify the pending visitor s information before completing the sign in process If this option is not checked the visitor will become an active visitor Require Pre Register Match for unattended lobby This option is for an unattended lobby with a visitor sign in station It requires that visitors be pre registered prior to arrival If the visitor name is found the sign in is complete a badge prints if selected and the host gets notified via Email
41. modify Click the Modify button User Accounts Definable Fields Directory Type Name Product Licenses Duplicate New Modify Delete Cre STOPware PassagePoint 4 5 87 Administrative Guide Deleting a User 1 2 Login as the Admin user Go to File menu gt Configure gt Users Accounts Select a user to delete Click the Delete button A dialog will appear asking if you want to delete this user Click the OK button 88 Chapter 7 User Accounts amp Passwords Duplicating a User 1 2 Login as the Admin user Go to File menu gt Configure gt Users Accounts Select a user to duplicate Note gt The Super User cannot be duplicated Click the Duplicate button A dialog will appear asking if you want to duplicate this user Click the OK button The duplicated user record will open Duplicate a User with the Import function 1 2 Login as the Admin user Go to File menu gt Configure gt Users Accounts Select a user to duplicate Click the Duplicate by Import button Click OK to continue Open a txt file with tab delimited information username Tab password for example JoeSecurityGuard password The new users appear in the user list STOPware PassagePoint 4 5 89 Administrative Guide User Info FR 3 Users User Info Visitor Data Access Other Access Login Name Password Change Reset
42. tasks during low usage times The PassagePoint server functions as the database server as well as an Application Server This means that if a soft ware update is required the clients will be updated by simply updating the server Corporate Intranet Desktop Application Users PassagePoint client software Intranet Users Netscape Internet Explorer STOPware PassagePoint 4 5 11 Administrative Guide Database Engine Technology PassagePoint Professional uses a powerful ODBC database engine The database engine is embedded into the PassagePoint software to provide a reliable and scalable platform from which to operate The database pro vides the following features e Multi threaded processing 32bit processing ODBC connectivity e Client Server or stand alone architecture e Cross Platform clients TCP IP connectivity PassagePoint Enterprise Refer to the Enterprise SQL Server and Oracle addendum for more infor mation 12 Chapter 1 Introduction STOPware PassagePoint 4 5 Administrative Guide 2 Getting Started amp Installing 13 What You Will Need e This manual or the Installation Guide e PassagePoint Install CD includes most if not all the drivers needed PassagePoint Serialization information e Workstation s that will be installed with PassagePoint e Printer s for printing visitor badges and printer driver Badge stock e Server Computer for client server configuration
43. this manual for more information Do Not Display on Intranet Menu Option Web Pre Registration Only Select this option if you wish to remove this building from the Web Pre Registration s destination menu STOPware PassagePoint 4 5 147 Administrative Guide 11 Directory Categories PassagePoint uses Categories to help organize individuals in the directory and for setting preferences Each category may have its own name and its own preferences For example you may want to set the Employee cate gory to have a default security level of No Escort Required while the Vis itor category would have security level of Escort Required By default the following categories are available e Employee Temp Employee Contractor Visitor These categories can be modified or deleted and additional categories may be added 148 Chapter 11 Directory Categories Managing the Directory Categories 1 Select Configure from the File menu on Client 2 Select Directory Categories from the menu j x Configuration amp Preferences fore Directory Categories Default MAA Definable Fields Visits Directory Auto Import Employee Temp Employee Contractor Visitor mi New Modify Delete Changes for workstations will take effect at next login OK Cancel Default Category PassagePoint uses the Default Category to automatically select the most common category In most cases the Visitor c
44. use and click the Modify but ton Click the Other Access tab From the licensed feature list select the feature i e Photo Cap ture that you wish to give to this user A checkmark will appear next to the features selected Click OK to save your changes 100 Chapter 7 User Accounts amp Passwords Password Rules PassagePoint is protected with a very flexible and advanced user pass word system For most organizations basic user names and passwords will satisfy the need for user access control For some organizations how ever a more advanced set of password rules are required To Set Password Rules select File menu gt Configure gt User Accounts 1 Click the Password Rules button 2 Select your settings 3 Click Save to close the window and save your changes iojxi Login Rules ri One session per Login Name Account lockout threshhold 2 attempts v Use LDAP Authentication Server Address fi 92 168 254 169 Search Base DC si DC stopware DC com Password Rules Must not contain the Login Name Minimum password length 3 characters Maximum password length 8 characters Default password expiration period a days Previous password re use threshhold la passwords Historical password re use threshhold a8 days Y New users must change password on first login Default password UserName or password r Regular Expression Password Filter These regular expressions
45. user access levels For example you can give a user access to a specific campus of buildings only Please refer to the Users amp Passwords section of this manual for more information on access levels STOPware PassagePoint 4 5 145 Administrative Guide Editing the Campus 1 Click the Edit button next to the Campus menu The Campus Listing screen will be displayed Campus Locations Select From The List Main Campus a 2 To Edit a Campus name select it and click the Edit button 3 To Delete a Campus select it and click the Delete button 4 To Add a Campus click the Add button 5 Click the Done button to close the Campus screen 146 Chapter 10 Buildings and Lobbies Advanced Settings isi Zi Buildings Building Name Main Building General Settings Advanced Settings F Do Not Display on Intranet popup menu Pre Registration Report Email Report To Send the Pre Registration Report Every 00 00 Hours Minutes Auto Sign out Exclude Selected Categories from Auto Sign out Email Visitors Skipped Report to OK Cancel Email Visitor Pre registration report Enter an Email address into this field if you wish PassagePoint to send a nightly report of visitors pre registered for this building Multiple Email addresses can be entered separated by a comma For this report to be sent the Email features must be configured properly Please refer to the Email Features section of
46. user name This option prevents a user from hav ing a password that is the same as their login name Minimum password length This setting allows you to set the minimum number of characters that a password can be Maximum password length This setting allows you to set the maximum number of characters that a password can be 102 Chapter 7 User Accounts amp Passwords Default password expiration period This setting allows you to set an expiration period for passwords The setting is expressed in number of days Once a user has a password for the set number of days Passage Point will require them to set a new password Previous password re use threshold This setting allows you to restrict the re use of passwords The setting is expressed in a number of pass words For example if the setting is three 3 a user would be required to use a unique password three time before they could re use an older pass word Historical password re use threshold This setting allows you to restrict the re use of passwords The setting is expressed in a number of days For example if the setting is ninety 90 a user would be required to use aunique password during the last ninety days before they could re use an older password New users must change password on first login This option requires that new users change their password the first time they login Default password The default password can either be their login name or a specified val
47. x 600 CD ROM Required for installation STOPware PassagePoint 4 5 Administrative Guide 128 MB 192 MB 15 MB XVGA 1024 x 768 Required for installation Recommended Pentium III Equivalent or better 512 MB 1 50 MB XVGA 1024 x 768 Required for installation 5 6 Chapter 1 Introduction Operating System Windows 98 Windows ME Windows NT 4 Windows 2000 Windows XP Windows NT 2000 XP 2003 Processor Windows NT 4 2000 Windows XP forWindows 2003 RAM Hard Disk Space Monitor CD ROM Minimum Windows 98 Windows ME Service Pack 4 Service Pack 1 Windows XP MinimumRecommended Pentium 11 233 or Equivalent Pentium 11 300 or Equivalent Pentium III or Equivalent 128 MB 50 MB 2 4 SVGA 800 x 600 Required for installation Recommended Windows 98 2nd Ed Windows ME is not recommended Service Pack 6a Service Pack 2 Service Pack 1 Pentium III Equivalent or better Pentium III Equivalent or better Pentium IlI Equivalent or better 512 MB 1 50 MB 2 4 XVGA 1024 x 768 Required for installation Notes STOPware PassagePoint 4 5 Administrative Guide Actual requirements for RAM very according to the number of concurrent users typically 2 to 8 MB per user Contact STOPware Technical Support for specific details Actual requirements for hard disk space vary according to the number of users and the number of visits stored Contact STOPware Technica
48. Address of Building This is optional information about each building To Add a New Building select File Menu gt Select Configure 1 Select Buildings Lobbies from the drop down menu 2 Click the New button 3 Click OK to save changes once you have finished your entry To Delete a Building select File Menu gt Select Configure 1 Select Buildings Lobbies from the drop down menu 2 Select the Building to delete 3 Click the Delete button Confirm that you wish to delete this build ing 4 A dialog will ask if you wish to delete all of the pending visitors for this building Warning Deleting a building will permanently delete building information and any associated Floors and Lobbies This action cannot be undone 140 Chapter 10 Buildings and Lobbies Lobbies Lobbies are within buildings In most cases there is one lobby in each building If there is a back entrance or additional locations where Passage Point is being used within a building create additional Lobbies for those locations The lobby in which a badge is produced is automatically stamped by PassagePoint To Manage Lobbies 1 Modify or Add a building first 2 Use the three buttons below the Lobby listing to Add Modify or Delete a Lobby pd Lobbies Name Main Lobby Building Main Building r Terminal Printers New Path F Select New Printer y Current Path Cancel STOPware PassagePoint 4 5 141
49. Administrative Guide Me Lobbies Name Main Lobby Building Main Building Terminal Printers New Path Select New Printer z Current Path Cancel 9 Click OK to save changes To Test Terminal Server Settings 1 Loginto PassagePoint with a user account setup for it 2 Select the location where the workstation is located 3 Enter a visitor and print a badge Using WYSE WinTerminals PassagePoint has been tested and works with WYSE WinTerminals 210 Chapter 18 Special Configurations STOPware PassagePoint 4 5 Administrative Guide 19 Administrative Tasks 211 PassagePoint has been designed to require as little maintenance and administration as possible Once the initial setup is complete and config ured PassagePoint will handle the daily data maintenance so that users and administrators don t have to At times there are administrative tasks that need to be done Automated Clean up Features PassagePoint has automatic functions that handle routine clean up tasks For example every 24 hours the visitor log can be scanned for vis itors who forgot to sign out These visitors are then automatically signed out and added to the daily email report If the visitor was assigned an access card they are also added to the report This report is then Emailed to an administrator to take follow up action Deleting Records To delete a record or a group of records you
50. Badges Setup Wizard Instructions From the drop down menu select the printer that will be used to print visitor badges If the printer driver has not been installed or if you are not planning on printing badges from this workstation select any printer listed and click Next Changes to this setting can be made from the Station Preferences option in the File menu Select New Printer Back Nest Exit Setup STOPware PassagePoint 4 5 Administrative Guide Selecting a Location for the workstation Each workstation is assigned to a lobby or location This allows Passage Point to display only the relevant visitors for that location or lobby The first time the client software is launched you will be asked to select the lobby or location for the workstation If the workstation is not going to be used for badging visitors or if the location you wish to select is not listed select any location This setting can be changed later once the location you wish to select is added to PassagePoint Please refer to the Buildings Lobbies section of this manual for information on how to add locations and lobbies Click Next when finished Workstation Setup Wizard Select a Location for this Workstation Instructions From the drop down menu select where this workstation is located If your location is not listed or if you are not planning on entering visitors from this workstation select any location listed and c
51. Card Scan Business Rules Definable Fields Directory Definable Fields Visits Directory Auto Import Configure Pre Registration Report Directory Categories Directory Link Drivers License Scan EL ail Pese nterprise Database Event Log imi Options Features Other Admin Tools Other Importing Passport Scan Permission List Photo Capture Product Licenses Security Alerts Sign in Station Profiles User Accounts User Definable Views Directory Search Display Setup Directory Search Display Setup Last Name amp First name are always displayed Field Label Display Phone F Custom Field 4 Custom Field 5 Custom Field 6 mmmnmmummumm9ma t STOPware PassagePoint 4 5 183 Administrative Guide The Directory Search Display Setup allows you to control which fields are shown on the Directory Lookup screen By default the first name last name and phone are displayed To select other fields click the box next to the field names Pre Registration Report Pre Registration Report Setup Field Label Display Name iv xl Company Date xl xl Time xl Sponsor Host xl Destination The pre registration Report is an email based report that gets sent on a regular schedule The setup screen allows you to decide which information is included on the report To select the report fields click the box next to the field names
52. Delivery fea ture Property Features This option displays the Property menu giving access to the Property fea ture View Print Property amp Delivery Reports This option allows the user to View and Print reports in the Delivery and Property menus Delete Property amp Delivery Records This option allows the user to delete Delivery and Property records Country Warnings This option allows the user to select the Warnings menu item from the File menu This is used to enter country specific information or warnings Access Cards This option allows the user to select the Access Cards menu item from the File menu This is used to manage the Access Cards feature Search This option allows the user to select the Search menu item This is used to perform searches on the database for reporting STOPware PassagePoint 4 5 99 Administrative Guide Look out List This option allows the user to select the Look out List menu item from the Visitors menu This is used to manage the Look out List feature Licensed Features The licensed featured list will only become visible if you have already entered the serial numbers for the photo capture or access control or some other feature based serial number The licensed features list allows the administrator to decide which users are allowed to use these licenses To Select a Licensed Feature select File gt Configure gt User Accounts 1 Select the user account you wish to
53. ES PassagePoint Make sure that the camera you purchase includes a compatible TWAIN driver 196 Chapter 18 Special Configurations Software Requirements e Compatible TWAIN driver for the camera e Installation of QuickTime 4 0 or higher Select Full or recommended Install not Typical or minimum Get this free at quicktime apple com Photo Capture System Setting In order to use the Photo Capture feature it must first be enabled in the Configure screen By default this feature is not enabled To Enable the Photo Capture Feature select File gt Configure on the Cli ent 1 2 3 Select Photo Capture from the menu Select the Enable Photo Capture Features check box Click OK to save changes E Configuration amp Preferences foe Definable Fields Directory Photo Capture v Enable Photo Capture Features OK Cancel STOPware PassagePoint 4 5 197 Administrative Guide To Set a Maximum Width and Height of the Photo select File Configure on the Client 1 Select Photo Capture from the menu 2 Click to configure button Configure Photo Feature Photo Capture Settings Max Width pixels 30 Max Height pixels 30 Compression Settings Filter Settings Automatically Compress Photos Compress Now Estimated Size after Compression 2 706 bytes Before taking a new photo search for an existing photo less than 0 months old enter O to
54. In Station for more information STOPware PassagePoint 4 5 Administrative Guide Pre Registration Many companies and organizations prefer to pre register visitors and groups especially for corporate events group meetings and tours This makes the sign in process much faster and less taxing for both the visitors and the front desk personnel Visitors can be pre registered by anyone with the proper password and PassagePoint software If you have the Web Pre Registration only a stan dard web browser is required such as Microsoft Internet Explorer This allows employees the ability to pre register visitors from their desk Refer to the Web Pre Registration section to learn more about how these fea tures operate When a visitor is pre registered the information becomes available on the expected date of arrival On this day the visitor s name will appear as a pending visitor The visitor badges may be printed ahead of time to expe dite distribution or as visitors arrive If the visitor is never signed in their status is automatically changed to No Show and removed from the pend ing list at the end of the day Viewing and Printing Reports Visitor information is stored in the data file for as long as you like This allows managers to view historical data print various reports and export data To access this data users will need the PassagePoint software and a user name and password with the proper permissions It is possible t
55. K Activity Cache Memory 20480K Cache Hit Ratio DO 9 Users Time Status Ratio ernel 1 User Interface i 1 Waiting for event 2 Client Manager i i Executing 3 Cache Manager i Delayed H9 Web Server i i Executing tored Procedures 100 00 00 Connecting to the PassagePoint Intranet Site To access the PassagePoint web site enter the IP address or domain name of the server machine into the location line of your favorite web STOPware PassagePoint 4 5 Administrative Guide browser PassagePoint can be used by Microsoft Internet Explorer and Netscape Navigator a Passag Point User Login Instructions Enter your Login name and Password Are you a new user If so Click here to create a login account Enter Login Information Login Name Password Login Forgot your Login information Enter your email Online Password Options PassagePoint allows various ways to handle online passwords for access to the Web Pre Registration Module By default Intranet users must have a login and password to access PassagePoint If the user does not have a login and password they would have to ask an administrator of Passage Point to create one 63 64 Chapter 5 Web Pre Registration Configuration E xj Configuration amp Preferences fa Web Pre Registration TF Require Approval of Web Entries FT Use Microsoft IIS for Web Serving r Lo
56. PassagePoint Administrative Manual STOPware Inc Copyright 2004 Disclaimer STOPware inc makes no representations or warranties with respect to the contents or use of this manual and specifically disclaims any express or implied warranties of merchantability or fitness for any particular pur pose STOPware inc reserves the right to revise this publication and to make changes to its contents at any time without obligation to notify any person or entity of such revisions or changes Further STOPware inc reserves the right to make changes to any part of the PassagePoint product at any time without any notification to any per son or entity of such changes Copyright 2004 STOPware inc All rights reserved No part of this publi cation may be reproduced photocopied or transmitted without the express written consent of the publisher STOPware inc 1710 Zanker Road Suite 202 San Jose CA 95112 PassagePoint Administrator Manual April 2004 v4 5 x 111 Table of Contents Chapter 1 Introduction What is PassagePoint ui ia ciar br RIS 1 How the Software Can be Used eee 1 Configuration Opti0NS ooocoocccooccoco eh 1 Greeting Visitors ooooooooooccoooo ee 2 Pre Registration epsa esene eioi EEEE CEE RR bee A Pa 3 Viewing and Printing Reports assas aaa auaa aaea 3 Hardware 8 Operating System Specifications 4 Eeatlres oo eee n RARE URS aia 8 Badge Printer uote pt
57. Prefs Bl passagePoint Client l PassagePoint Client E ReadMe 9 TALC3932 DLL user manual My Documents Wr i My Computer m LO My Network Places Select Insert Logo to view a window to locate the file for insertion The supported formats are bmp jpg and gif Select single or double sided as appropriate STOPware PassagePoint 4 5 81 Administrative Guide Bar Code Stock Badge Bar Code options Badge Style Visitor zl 1D Bar Code Code 3 of 9 2D Bar Code PDF417 y Fullname ensem ien v Date In Danielle Damphousse v Time In STOPware Destination 05 10 04 Areas to Visit 1 18 PM Purpose or Event Access Card v Access Card USA Lobby Entered 1410065407 Security Level 05 11 04 Category 1 18 PM Host Manager Name Custom Field 2 Test 3 Custom Field 4 Custom Field 5 Custom Field 6 Custom Field 7 v Citizenship Classification Documentation v Visitor ID Print Test Badge 2D Barcode Select Data from the left window to change the barcode The checkmark means selected Remove the selection from the Sample screen by click ing on the selection in the right window again remove the checkmark By selecting the data the barcode changes to reflect the new information 1D Barcode Select the type of Barcode in the 1D Barcode window 82 Chapter 6 Badge amp Label Design Extended Visit Select the Extended
58. Pware PassagePoint 4 5 19 Administrative Guide Create a data file 2 xj Save in C Database m ex E3 Bu Reports Win4dx wwwImages wwwPages amp Desktop a My Documents i File name PassagePoint 4DD bad My Network P Save as type Data File 4dd y Cancel 11 Leave the name PassagePoint 4DD and Click Save 12 The server application will open a screen that shows activity and users Leave this screen open 20 Chapter2 Getting Started amp Installing IxilPassagePoint Server Console _ of x PassagePoint Server 1397 2002 STOPware Inc Structure PassagePoint 4DC Connected User s 10 Data File PassagePoint 4DD Processes Running 8 R Log File Total Memory 5345K Activity Cache Memory 20 480 K Cache Hit Ratio DEDO 1 1 User Interface 82 Client Manager 13 Cache Manager 9 Web Server Stored Procedures Q Time Status Ratio 00 00 04 al H i Executing H i Executing Delayed Executing 00 00 00 0x Note Please refer to Register PassagePoint Server as a Service for more information on this option Web Pre Registration Note ES Please refer to the PassagePoint Web Pre Registration section of this manual for more information STOPware PassagePoint 4 5 21 Administrative Guide Preparing a Workstation for Each User 1 Install the badge printer driver this can be done later if not av
59. TOPware PassagePoint 4 5 73 Administrative Guide 6 Badge amp Label Design PassagePoint provides an integrated badge design tool that allows com plete control over how the badge looks and what is printed on the badge The Badge Designer screen is used to create a template Once the tem plate is complete data may be entered into these pre defined fields Select File gt Configure gt Badge Designer lil I Zi Configuration amp Preferences x Select 2 a Badge Designer Buildings Lobbies Business Card Scan Business Rules Definable Fields Directory Definable Fields Visits Enter Badge Resigner Directory Auto Import Directory Categories Directory Link Drivers License Scan E Mail Features Enterprise Database Event Log Options Features Other Admin Tools Other Importing Passport Scan Permission List Photo Capture Product Licenses Security Alerts Sign in Station Profiles User Accounts User Definable Views El Patek lem hm mink Changes for workstations will take effect at next login 74 Chapter 6 Badge amp Label Design Select Enter Badge Designer to see the following screen Visits Badge Designer Stock Select the size of the badge stock in the Stock drop down menu The most common forms are pre defined Use the Stock Settings to change the dimensions of the stock if needed Select Print Setup to change the printer settings including horizontal or
60. Visit option to link the Create visit records on barcode scan option found in the Directory Categories Extended Visit Options tab li 2d Directory Categories Name Visitar General Settings Advanced Settings Extended Visit Options Do Nothing Valid Date Time only used for printing on badge Pre register and auto sign in Pre register visits for each day and automatically signs in visit Pre register and auto sign in until sign out Pre register visits for each day and automatically signs in visits Auto sign in will end once a sign out occurs Pre register only Pre register visits for each day An actual sign in is required for each visit reate visits on demand when a barcode scan is read using the Extended Visit barcode option in the Badge Designer Refer to Extended Visit Options on page 155 for more information Static Value Enter a value in the Static Value field to produce barcodes that represent that value every time STOPware PassagePoint 4 5 83 Administrative Guide Options Visits Badge Designer Select a style for reducing text on a badge as shown Click OK when complete 84 Chapter 6 Badge amp Label Design STOPware PassagePoint 4 5 Administrative Guide 7 User Accounts amp Passwords 85 PassagePoint allows you to have various user accounts and passwords Each account can have different access levels and preferences Al
61. X First Name Y AX Last Name Y 136 Chapter 9 Importing amp Exporting Data STOPware PassagePoint 4 5 Administrative Guide 10 Buildings and Lobbies PassagePoint automatically stamps the location of where visitors sign in and sign out By default there is one location Main Lobby which is located in Main Building This default location can be renamed and if you are using a networked edition of PassagePoint you can add additional buildings lobbies floors etc Building records are the parent records to lobbies and floors That means that you cannot create lobbies or floors until you first create the building to which they belong To Manage Buildings amp Lobbies Select Configure from the File Menu on the Client Select Buildings Lobbies from the menu A listing of your build ings appears 2d Configuration amp Preferences fore Select Access Control Integration Badge Designer Buildings Lobbies Business Card Scan Business Rules Definable Fields Directory Building Name Definable Fields Visits Directory Auto Import Directory Categories Directory Link Drivers License Scan E Mail Features Enterprise Database Event Log Options Features Other Admin Tools Other Importing Passport Scan Permission List Photo Capture ie Product Licenses New Modify Delete Security Alerts Medi Dete Sign in Station Profiles User Accounts z F Don t show Any Location option in destina
62. ail able The Passage Point Installer may control the driver you need Set the orientation to landscape and the correct paper size in the printer driver For NT 2000 and XP this should also be set in printing preferences Make the orientation and paper size selec tion in the Driver s Properties settings as well Some drivers have an Advanced button that stores this information Make sure that the TCP IP protocol is installed using the network control panel Disable any anti virus software prior to software installation Most versions of Windows now handle printer drivers on a user by user basis This means that a print driver will need to be installed and configured for each user of that machine that needs to use PassagePoint Installing Client Application on Workstations 1 2 Insert the installer CD into the CD ROM drive of the workstation Locate the CD on your desktop and open the Client Server folder Open the Client Application Folder Double click on the Setup exe icon Follow the instructions on the installer application Turn anti virus software back on Repeat these steps for each workstation 22 Chapter2 Getting Started amp Installing Serialize PassagePoint 1 Launch the Client Application from a workstation The Passage Point Client icon may be found on the desktop or in the Start Menu gt Programs PassagePoint gt Client When the connection window opens click the TCP IP tab If
63. ake Model y PX TOYOTA 4RUNNER SILVER SUZUKI XL 7 RED VOLKSWAGON JETTA BLACK FORD MUSTANG SILVER 6 Once the import file is mapped click the Import button This will test the import and return you to the Configure screen 7 Torun the import immediately click the Run Now button or wait until the next Directory Auto Import Note The Directory Auto Import must be enabled for the BS vehicle import to run To check the import select Vehicles from the Directory menu 134 Chapter 9 Importing amp Exporting Data Exporting Data PassagePoint has export capabilities that open a wide range of possibili ties For example you can open the exported data into a spreadsheet application or an advanced reporting tool You can export data about visi tors people in the directory deliveries property and more The export file can be saved in various formats including text dbf sylk and diff To export data follow these steps 1 Select the data to export This can be done by performing a search or by using a report option 2 Once the data is listed select Export from the File menu This menu option can be limited to only specific users The Export screen will appear xi 1 Fields a Form E File ls Header Delimiters Gf Format Export from T able Visits rFile i AM First Name be A Last Name AM Full Name Records Format je A Representing rd Date In O Export
64. ard 4 Hostname name or address of the server to target 5 localhost 127 0 0 1 STOPware PassagePoint 4 5 69 Administrative Guide 6 TargetServer localhost Replace both localhost parts with the name of the server machine run ning PassagePoint Server Then replace 127 0 0 1 with the IP address of the server machine running PassagePoint Server Web Server Minimum Processes PassagePoint Web Pre Registration can keep a minimum number of web processes idle so that requests are handled as quickly as possible By default the minimum number is 10 In most cases this is enough To change this number select File Menu on Client Configure Web Server 1 Click the Web Server Process Min button 2 Enter the new value 3 Click OK to save changes 4 The server application needs to be restarted to take effect Web Server Maximum Processes PassagePoint Web Pre Registration can allow a maximum number of web processes to be created By default the maximum number is 300 In most cases this is enough To change this number select File Menu on Client Configure Web Server 1 Click the Web Server Process Max button 2 Enter the new value 3 Click OK to save changes 70 Chapter 5 Web Pre Registration Configuration The server application needs to be restarted to take effect Modifying HTML Web Pages The web pages served by PassagePoint are stored on the server in a directory named Pages inside
65. are evaluated when a new password is entered If any of these expressions match the new password is rejected ten STOPware PassagePoint 4 5 101 Administrative Guide Login Rules User Name must match NT Domain Login name This option requires that the PassagePoint login name must match the NT Domain login name currently logged into the workstation This feature prevents a user from accessing PassagePoint without first logging into the NT Domain with their own user account One session per User Name This option prevents the use of the same user account by more than one person or multiple sessions by the same person Account Lockout threshold This setting allow you to set a maximum number of login attempts before PassagePoint exits and requires the user to re launch PassagePoint LDAP Setup Use LDAP Authentication refer to User Authentication using LDAP on page 65 for more information Select this box to use an LDAP server for authentication on user accounts This option passes the user s login and password to the LDAP server for authentication Configure the server address and search base settings as needed A user account in PassagePoint is required for each LDAP user that needs access to PassagePoint When creating the user account make sure the login name matches the LDAP login name Note All other password rules will only apply to sign in ES stations Password Rules Must not contain the
66. as ai 8 Business Card Scanner 0000 c eet eee 8 Signature Capture Device lisse 8 Photo Capture Device llle 8 Driver License amp Passport Scanners 2 200005 9 BarCode Readers rera ree e aee ODETE eel eens 9 Network Protocols iesita teen menn E a ne 9 Overview of System Architecture 0 0 0 2 eee eee 10 Database Engine Technology cee eee eae 11 PassagePoint Enterprise lille 11 Chapter 2 Getting Started amp Installing What You Will Need 0 0002 eee ees 13 Installing PassagePolnt 2 2 275 4 rar Gus pe IP ERES 14 Client Server Install lecce 14 Installing Server Software on the Server Machine 16 Installing Client Software on the Server Machine 17 Preparing a Workstation for Each User lilii elles 21 Installing Client Application on Workstations 21 Serialize PassagePoint 0 0c cee 22 Configuring Remaining Workstations llis eee eee 24 Standalone Edition Install ooo oo oooo 26 Preparing Workstation Computers 2200200 cee eee 26 Installing PassagePoint 2 0 eae 26 Serializing and Setting Up PassagePoint 28 Chapter 3 Configuring Workstation Preferences Setting Station Preferences the First Time 31 Using the Configuration Wizard 0 000 eee 32 Selecting a Printer f
67. ata can also be captured To Capture Additional Card Scan Data 1 Card Scan data can be captured into the visitor custom fields 2 Select User Definable Fields from the Configure screen to edit the custom fields you wish to use 172 Chapter 14 Scanner Hardware Setup 3 The example below shows three custom fields changed Me 3 Configuration amp Preferences foe Select Definable Fields Visits r Visit Records Req d Lock S PT Custom Field 1 Title Email Dn O irect it t Director Categones Custom Field 2 Title Phone Number MT Directory Link Custom Field 3 Title Address Drivers License Scan E Mail Features Custom Field 4 Title Postal Code Enterprise Datab Eventos R Custom Field 5 Title Custom Field 5 ptions Features A aa DusomFieldE Other Admin Tools Custom Field 6 Title Custom Field 6 Other Importing Custom Field 7 Title Custom Field 7 Passport Scan Permission List Photo Capture Product Licenses Security Alerts Sign in Station Profiles User Account 1 ted crea z z NONU OK Cancel 4 Select Card Scan Data Map from the menu 5 To map the Card Scan data to the custom fields drag the field you wish to capture from the listing and drop it into the field next to the correct custom field label STOPware PassagePoint 4 5 Administrative Guide 173 isi zd Configuration amp Preferences fere Select Business Card Scan City City St
68. ate Postal code Business Rules Definable Fields Directory Definable Fields Visits Directory Auto Import Directory Categories v Save card or ID image Directory Link Drivers License Scan E Mail Features Custom Field Label Mapped To Clear Enterprise Database Emi SSS Event Log ma B Options Features Phone Number Phone m Other Admin Tool Other Importing Suest ddess ul Bola o Postalcode 5 131 Permission List Postal Code Postal code Photo Capture Custom Field 5 Bl Product Licenses Security Alerts Custom Field 6 m Sign in Station Profiles User Accounts E Custom Field 7 m TIE ers Y RR IK F Cancel 6 Click the Clear button next to any field to remove the mapping 7 Click OK to save changes Note The Card Scan device must be selected in the w Station Preferences in order to work with PassagePoint 174 Chapter 14 Scanner Hardware Setup To Save the Image of the Card This option turns on the image acquisition feature so that the business card image is stored in the visit record along with the data that is extracted off the card This feature requires that Quicktime be installed on the client computers since it uses special Quicktime compression The Quicktime installer is available on the PassagePoint CD and can be downloaded for free from quicktime apple com Even with file compression this feature will cause Note the data file to grow at a much faster rate than BS with just the
69. ated inside PassagePoint s Utili ties directory The Open Database dialog will be displayed Look in E Database ex Eee Fe My Recent Documents Desktop My Documents PE My Computer a e CRETEI File name y Places Files oftype Structure File 4d y Cancel Change the Files of Type drop down to Compiled Database Open 21x My Recent Documents E Desktop Bl PassagePoint 4DC t r My Documents wr LO My Computer e NETA File name Places Select the PassagePoint 4DC file located in either the PassagePro_Folder or the Database directory 213 214 Chapter 19 Administrative Tasks 5 n version 3 3 or older the password dialog will be displayed Enter the admin user name and password 6 The Tools screen will be displayed 7 Clickthe Compact button In version 3 5 or newer this is located under the Maintain tab 8 The Create a data file window will be displayed crema A Save in E Database y ex E3 E E PassagePoint 4DD My Document SI My Computer m File name PassagePoint2 4DD y Save astype Data File Add y Cancel La 9 Click the Split button 10 The Segments window will be displayed STOPware PassagePoint 4 5 215 Administrative Guide 11 Click the Add button Save As 21 xl Save in Database y E E3 My Recent Documents My D
70. ategory is set as the default To Change the Default Category select File Menu Select Configure 1 Select Directory Categories from the menu 2 Use the default category menu to make a choice 3 Click OK to save your changes STOPware PassagePoint 4 5 149 Administrative Guide To Add a New Directory Category select File Menu Select Configure 1 2 3 4 Select Directory Categories from the menu Click on the New button Enter a name for the category and select the settings Click OK to save your entry To Modify a Directory Category select File Menu gt Select Configure 1 2 3 4 5 Select Directory Categories from the menu Select the category to modify Click the Modify button Make changes as needed Click OK to save changes To Delete a Directory Category select File Menu Select Configure 1 2 Select Directory Categories from the menu Select the category to delete Click the Delete button Confirm that you wish to delete this category Warning This action cannot be undone 150 Chapter 11 Directory Categories General Settings 2d Directory Categories Name Visitor General Settings Advanced Settings Extended Visit Options Security Level Escort Required I Can be issued a Property Pass I Can be a valid Sponsor of Visitors Can Be Added to the Directory Y Requires a Sponsor or Host IV Print Badg
71. ay not be an option For example some systems only generate CSV files i e importfile csv To use a CSV file follow these steps 1 Manually change the file name to a txt file 2 Complete the Field Mapping as described below using the txt file 3 Select the Make a Copy of Import File First option This will con vert the csv file to a txt file prior to import 4 Manually change the file name back to a csv file 5 Reset the Path to point to the csv file STOPware PassagePoint 4 5 121 Administrative Guide ad Configuration amp Preferences fere Directory Auto Import FF Run Import every day at 00 00 Run Now 5 Path to Directory Import File txt file Definable Fields Directory Definable Fields Visits ENimport TXT Browse Online Help BiecumporiuetalD poros http www PassagePoint com Default Category Import ID 5 After Import Rename Import File Re Index Unique Field Unique Value Make a Copy of Import File First TF De activate Anyone Missing From Import c i TF Email Import Results to I Remove Quotes Sign in Station Profiles User Accounts Changes for workstations will take effect at next login OK Cancel Turn on and schedule Imports To turn on and schedule the Directory Auto Import follow these steps 1 Select Directory Auto Import from the menu 2 Click on the Run Import every day check box 3 Enter the t
72. ch user Users User Info Visitor Data Access Other Access Allow Access to the following Campus y Building Floor s All Locations E at Buildings y far Floors z v Pre Register v Rapid Registration v Allow Sign in amp Badge Printing F View Print Detail Reports v View Print Summary Reports F Delete Visit Records F Display Badge Menu v Display Location Menu F Display Destination Menus v Delete Pending Records from Sign in v Modify Pending Records Modify Active Records STOPware PassagePoint 4 5 93 Administrative Guide Allow Access to the Following The Campus Building Floor menus are used to restrict access to visitor data based on physical location Restricting Access 1 Start with Campus and select a campus Refer to the Buildings and Lobbies section of this manual for information about creating a campus 2 Select a building or leave it at the default All Buildings within the campus selected 3 Ifa building was selected the floor can be used to limit access to a specific floor or a group of floors Please refer to the Buildings and Lobbies section of this manual for information about creating a floor group Pre Register This option allows access to the Pre Registration menu item under the Vis its menu This allows a user to pre register visitors and view the pending visits report Rapid Registration This option allows access to the Rapid Registratio
73. ck the Add Item Button 3 Enter the item into the list field To Delete a List Item 1 Click on the List s Item you wish to edit 2 Click on the item you wish to delete 3 Click the Delete button To Set the Default List Item 1 Select the item you wish to edit 2 Click the box next to the item on the list under the Default Col umn Click OK to save changes Lists Arrival Derun Dese em o Joe EET ES E Citizenship Classification IV 7 Meeting i r r Interview 0 Security Levels User Field 1 User Field 2 d z Add Item Alphabetize Re Order 170 Chapter 13 User Definable Fields amp Lists To Disable Hide a List Item 1 Select the item you wish to edit 2 Click the box next to the item on the list under the Disable Col umn 3 Click OK to save changes Edit tists Lists Default Disable Item Order n V 10932 Bigge Rd 0 O w 309 63rd St 411 0 O M 589 Darwin Ln 0 r 7 122 Cleveland Av 14 0 n 5420College Av 0 Hn 10 Mississippi Dr 0 r 6223 Bateman St 0 r 3410 Blonde St 0 r 7 P0Box792 0 m 18 Broadway Av 0 Add Item Delete Item Alphabetize Re Order STOPware PassagePoint 4 5 171 Administrative Guide 14 Scanner Hardware Setup Business Card Scanner PassagePoint can capture data using the Corex Card Scan device By default the first name last name and company are captured Additional d
74. ck the Advanced Settings tab and select the Show NDA check box 2d Directory Categories General Settings Advanced Settings Extended Visit Options Browse Sort Order 4 Category Type ID 4 Import Category FF Do Not include this Category in Statistics Report Exclude this category from Auto Signout Only if visit is less than 0 hours old FF Hide this Category on Web Page Iv Show NDA Visitor Agreement NDA Text IT Name must be found in directory Visitor Name must be found in directory Reception OK Cancel To Load NDA Text for each Category select File gt Configure on the Cli ent 1 Select Directory Categories from the menu 2 Select a category and click the Modify button 3 Click the Advanced Settings tab and click the NDA Text button STOPware PassagePoint 4 5 205 Administrative Guide 4 Copy and paste the NDA text into the large text field or click the Load From a Text File button and find the NDA file 5 Click OK to save changes 206 Chapter 18 Special Configurations Workstation Settings If a signature capture pad is being used for the NDA feature the worksta tion must setup to work with the signature pad To Configure the Workstation for Signature Capture File Station Prefer ences on the workstation 1 Select the Connected Hardware tab u Station Preferences 1 xj Badge Printer s Print Options Location Connected Hardware
75. com mended that you select Delete so that PassagePoint can skip the import process until a new import file is available Re Index after Importing This option will rebuild the index table each time an import is run In most cases this isn t required STOPware PassagePoint 4 5 127 Administrative Guide Setting the Unique Field The Unique field is used to compare new records with existing records Select a unique field that is included in the import file By default this should be the Unique Value that is imported with each record Ideally this would be an ID such as the employee number Note If you are importing the Web User ID with each BS record this can be a good second option Making a Copy First This option will make a copy of the import file save it as text format and then import the data You may also choose to delete the copy after the import This option is useful if the import file is not a txt file Deactivate Setting This option will deactivate any one that is not included in the Import File for the default category This way the directory will always be up to date with not only new hires but also with terminations The Import ID The Import ID is used in the synchronization process The ID will be incre mented by one each time the import is run Each directory record that gets imported will have the Import ID of its last import 128 Chapter 9 Importing amp Exporting Data Sett
76. ction in the Driver s Properties settings as well Some drivers have an Advanced button that stores this information 3 Disable any anti virus software prior to software installation Note ES Most versions of Windows now handle printer drivers on a user by user basis This means that a print driver will need to be installed and configured for each user of that machine that needs to use PassagePoint Installing PassagePoint 1 Insert the installer CD into the CD ROM drive of the workstation 2 Locate the CD on your desktop and open the Standalone folder 3 Double click on the Setup exe icon STOPware PassagePoint 4 5 Administrative Guide 27 4 Follow the instructions on the installer application InstallShield Wizard Welcome to the InstallShield Wizard for PassagePoint Standalone fizard will install P int Standalone on your computer To continue InstallShield 5 Turn anti virus software back on 28 Chapter2 Getting Started amp Installing Serializing and Setting Up PassagePoint 1 Launch the PassagePoint Application The PassagePoint icon may be found on the desktop or in the Start Menu gt Programs gt PassagePoint Standalone 2 Alogin window will appear Enter ADMIN for the user name and leave the password field blank Click the Login button xi User Name admi AE Password teen 3 The PassagePoint Setup Wizard will appear and walk you thr
77. d must be found in the Passage Point Directory If not the receptionist must select another category This option is commonly used for the Employee Category STOPware PassagePoint 4 5 155 Administrative Guide Extended Visit Options 2d Directory Categories Name Visitor General Settings Advanced Settings Extended Visit Options Do Nothing Valid Date Time only used for printing on badge Pre register and auto sign in Pre register visits for each day and automatically signs in visit Pre register and auto sign in until sign out Pre register visits for each day and automatically signs in visits Auto sign in will end once a sign out occurs Pre register only Pre register visits for each day An actual sign in is required for each visit Create visit records on barcode scan Create visits on demand when a barcode scan is read using the Extended Visit barcode option in the Badge Designer Do Nothing Prints the date and time of the visit on the badge Preregister and auto sign in Preregisters visits for each day after the visitor signs in For example if a visit is registered for one week and the visitor does not sign in on day one the system asks for a sign in on day two If the visitor signs in on day one the system automatically signs in the visitor on day two not requiring addi tional input from the visitor Preregistor and auto sign in until sign out Preregisters visits for each
78. data alone Card scans range in size from 50K in size Driver License Scanners PassagePoint supports various driver license scanners Primarily there are two types of driver license scanners serial and OCR optical character recognition Serial based scanners that connect via the serial port and read the magnetic strip or 2D barcode of a license and send the data to PassagePoint The OCR scanners take a picture of the ID scan the text and then transmits the data and image to PassagePoint To Setup a Serial Based Driver License Scanner select File gt Configure 1 Select the Driver License Scanner Setup Serial COM Port fi y Baud Rate 8600 y Done 2 Select the correct scanner from the drop down list STOPware PassagePoint 4 5 175 Administrative Guide Drag and Drop the fields you wish to capture into the custom fields below By default the First and Last names are always cap tured You can rename the custom fields to match the data being captured Click the Clear button next to each field if you wish to change a field assignment Click Done to save changes Refer to Workstation Preferences section in this manual for more information on setting up the scanner and setting the port and baud rate within PassagePoint To Setup a OCR Based Driver License Scanner select File Configure 1 2 Select the Driver License Scanner Setup Select the correct scanner from the drop down list Drag and Dro
79. day after the visitor signs in and expects the visitor to sign out on the final day only It is not required to sign out every day 156 Chapter 11 Directory Categories Preregister only Requires the visitor sign in and sign out on a daily basis Create visit records on barcode scan After a visitor has been registered a barcode scan is created Upon sub sequent visits the barcode is scanned rather than requiring the visitor to sign in STOPware PassagePoint 4 5 Administrative Guide 12 Email Features 157 PassagePoint uses Email to deliver many useful messages and reports Some of the automatic Email features available include e Visitor Announcements Property Pass Management Overdue Notices Delivery Notification Daily Activity Reports Import Performance Reports To Manage Email Features 1 Select Configure from the File menu on Client 2 Select Email Features from the menu 158 Chapter 12 Email Features Zj Configuration amp Preferences a Select Access Control Integration Badge Designer Buildings Lobbies E Mail Features Email Server Address SMTP Business Card Scan 192 168 254 151 Business Rules E Definable Fields Directory mal Definable Fields Visits reception stopware com Directory Auto Import Domain for unqualified addresses Directory Categories stopware com Directory Link E gt Drivers License Scan E mail Options Y Notify Host Spons
80. e PassagePoint 4 5 123 Administrative Guide 4 The Import screen appears x 1m Fields F Fom File z Header Delimiters Gi Format Import T able Directory Import Table y rFile CADocuments and Settings trod Desktop Import2 TXT AX First Name Last Name 2 Full Name A Department Records Format AX Phone amp Email Append Text PM Unique Value E i A Location Replace Windows File Create Table Cancel Import AX Last Name Y AX First Name Y brian tsi com 555 5555 betty mills com 666 6666 lisad tsi com 333 3333 tedn mills com 6666666 steve tsi com 444 4444 5 Ifthe import file is using a Tab to separate fields Delimiters then the sample data should display correctly If it is using another character change the Delimiters by clicking on the Delimiters tab and changing the options Refer to the Delimiters section below for more information File E Header Delimiters Gi Format Character x Default End of Field r End of Record Retum NewLine x End of File None x 124 Chapter 9 Importing amp Exporting Data 6 Asample of the data should now be displayed at the bottom of the import screen The Fields above each row however are probably not mapped correctly Ful Name v XDepartm Y A Phone XLast Name v XINot imp Y brian amp tsi com 234 5454 betty
81. e by Default Badge Layout Visitor Maximum daily visitors 8 Maximum active visitors Printer Destination OK Cancel Category Name The Category Name can be any name up to 20 characters in length Security Level The security level menu sets the default security level for this category Refer to the User Definable Fields section of this manual for information on how to modify the options in the list Can be Issued a Property Pass This setting allows this category by default to checkout company property This setting can be overwritten at the record level for each directory record STOPware PassagePoint 4 5 Administrative Guide Can be a Valid Sponsor of Visitors This setting allows this category by default the ability to sponsor visitors This setting can be overwritten at the record level for each directory record Can Be Added to the Directory This setting allows you to add people to the directory under this category Requires a Sponsor or Host This setting will require that a sponsor be entered for people in this cate gory For this option to be enforced the global setting Require Sponsor Host must be selected under the Business Rules They will be checked in and out automatically Print Badge by Default This setting makes badge printing faster and easier If this option is selected the visitor s badge will be printed automatically once the Sign in button is clicked Badge Layou
82. e for your convenience STOPware PassagePoint 4 5 177 Administrative Guide Passport Scanner To Manage Business Rules select File gt Configure gt Passport Scan Setup 1 Drag and drop the data to capture from the Passport list into the fields 2 Setthe Driver license scan setup type to ID scan E xi Configuration amp Preferences 5 Passport Scan Scanner Type Scanshell 1000 Access Control Integration Badge Designer Buildings Lobbies Business Card Scan Business Rules Passport Number E Mail Features Custom Field Label Mapped To Clear Enterprise Database C C m tons Features n Other Admin Tools E B 1 B EM 3 n s 3 n teca aD aiin bd i innan 178 Chapter 14 Scanner Hardware Setup STOPware PassagePoint 4 5 Administrative Guide 179 15 Business Rules Select Business Rules from the menu The Business Rules screen will be displayed e Configuration amp Preferences Select Access Control Integration Badge Designer Buildings Lobbies Business Card Scan Definable Fields Directory Definable Fields Visits Directory Auto Import Drivers License Scan E Mail Features Enterprise Database Event Log ptions Features Security Alerts Sign in Station Profiles User Accounts TIPPS RAE Business Rules r Sign in Process Require Sponsor Host Require Directory Match
83. e third party system If a user tried to access any page they would be re directed to the third party system Once they login would pass the user name to PassagePoint and PassagePoint would find a match in the directory To make this process manageable the directory should be imported routinely with the login information Please refer to the Directory Auto Import section of this manual for more informa tion Use non standard HTTP Variable to Authenticate The default is REMOTE USER Select the option and enter a new user name as appropriate This user name is the same name as the user name in the third party web password system Use the Maps to Directory pull down window to locate the directory record of all the user names If the name is recognized PassagePoint con tinues If the name is not recognized PassagePoint does not prepopulate the user name and other host information User Authentication using LDAP Enabling LDAP uses the login screen as well as LDAP authentication before continuing Select Config gt Users Accounts gt Password Rules In the User Authenti cation Rules window check Use LDAP Authentication and then specify the Server Address of the LDAP server and a Search Base See Directory Linking with LDAP on page 226 for more information on the the Search Base 66 Chapter 5 Web Pre Registration Configuration Note PassagePoint will only authenticate users which exist in PassagePoint In
84. elds Visits To Manage Custom Fields Visits select File Menu Select Configure 1 Select Definable Fields Visits from the menu 2 Editthe Custom Field labels For example Custom Field 1 can be changed to Meeting Room 3 Custom Fields 1 2 can be made required fields Click the Req d box next to the field to make it required 4 Custom Fields 1 2 can be locked so that the user must pick from a pre defined list The list can be managed by selecting File gt Edit Lists Locking the field also allows the user to use the type ahead feature that automatically selects the closest match zd Configuration amp Preferences foe Select Definable Fields Visits r Visit Records Req d Lock Directory Auto Import Directory Categories Security Alerts Sign in Station Profiles User Accounts TIPP RR Custom Field 1 Title Custom Field 2 Title Custom Field 1 D O Custom Field 2 r Directory Link Custom Field 3 Title Custom Field 3 Drivers License Scan E Mail Features Custom Field 4 Title Custom Field 4 Enterprise Datab Evtl Custom Field 5 Title Custom Field 5 ptions Features ala Custom Field 6 Other Admin Tools Custom Field 6 Title Custom Field 6 Other Importing Custom Field 7 Title Custom Field 7 r Changes for workstations will take effect at next login OK Cancel Click OK to save changes STOPware PassagePoint 4 5 165
85. elect the lobby or location for the workstation in the Configuration Wizard Once the appli cation has launched you can make changes to the location setting in the Station Preferences under the File Menu Station Preferences Click the Location tab Station Preferences xj Badge Printer s Print Options Location Connected Hardware Select a Location Setting for this workstation E DK Cancel To change the Location setting select the location tab If the location is not listed refer to Buildings Lobbies later in this manual 42 Chapter 3 Configuring Workstation Preferences Connected Hardware PassagePoint can be used in conjunction with hardware devices to cap ture photos signatures information from a business card and drivers licenses ii Station Preferences xd Badge Printer s Print Options Location Connected Hardware F have a business card scanner have a driver license scanner Configure Ihave a signature capture device have a TWAIN photo capture device Configure Send Command to Relay Switch Configure Accept Input from Access Card Reader Configure have a barcode scanner Configure OK Cancel Business Card Scanner PassagePoint can be used in conjunction with a business card scanner from Corex Technologies In order for the scanner to work most effectively it must be configured and calibrated For info
86. elete Pending Records from Sign in This option allows a user to delete a pending visitor in the Explorer screen Modify Pending Records This option allows a user to make changes to pending or pre registered visitors before signing them in Modify Active Records This option allows a user to make changes to active visit records Note Only the Super User can make changes to BS historical records 96 Chapter 7 User Accounts amp Passwords Other Access E zd Users User Info Visitor Data Access Other Access Country Warnings Access Cards IV Station Preferences I Lists for drop downs Search Import Export Look out List TF Approve Web Entries TF Add Edit Records Photo Capture View Print Reports I Delete Records Iv Delivery Features V Property Features View Print Property Delivery Reports F Delete Property Delivery Records OK Cancel Select the pulldown arrow to view the administrative levels Select Local Admin to configure user accounts and badge designers of local facilities For example with a facility in New York and a facility in San Francisco using Local Admin has the privilege of configuring of either one or the other Select Admin to have the highest privileges including all configurations system wide Selecting User blocks the ability to configure the system This is the default privilege STOPware PassagePoint 4 5 97 Administrative Gu
87. ent viewable area To change your monitors settings right click on the desktop or select Display from the Control Panel 1 Select Properties from the menu and make your changes 2 Click the Apply or OK button STOPware PassagePoint 4 5 Administrative Guide 9 Importing amp Exporting Data PassagePoint allows you to import the directory data from a text file This can be done manually or automatically Manually Importing Directory Data You can import directory data into PassagePoint at any time by selecting Import from the file menu To import directory data follow these steps 1 Select the Default Category to be used for the imported records and click OK Only the categories with the option Can be added Note to the Directory selected are shown Refer to BS Directory Categories later in this manual for more information e zd Please select a category OK Cancel 117 118 Chapter 9 Importing amp Exporting Data 2 The Import File window will appear Select the text file to import and click Open 3 The Import Configure window will appear xi wziFields id Fom E Fie z Header Delimiters Gf Format Import Table Directory Table y rFile E gm DIEN IDA CA Strod My Documents New Text Document TXT j AX First Name i Last Name Browse A Phone 24 Department Records Format f Email I amp Representing Appe
88. figuration Wizard will appear and walk you through selecting a printer and other options Please follow the on screen instructions Welcome to the Workstation Setup Wizard Information Welcome This setup Wizard is provided to easily configure settings for this workstation To get started click the next button and choose the appropriate information as required Setup Wizard If you wish to stop the setup process at anytime click the Exit Setup button and the application will close Exit Setup Configuring Remaining Workstations 1 Launch the Client Application from each workstation The Pas sagePoint Client icon may be found on the desktop or in the Start Menu gt Programs gt PassagePoint gt Client When the connection window opens click the TCP IP tab If the PassagePoint server is listed click the OK button and skip to step 6 If not continue Click the Custom tab and enter PassagePoint into the Database name field In the Address field enter the IP address of the server machine as noted in step 2 Alternatively you may use the full domain address of the server instead Click the OK button STOPware PassagePoint 4 5 25 Administrative Guide x Recent TCP IP Custom Name and Address of a Server published with TCP IP Database Name PassagePoint ex accounting Network Address fi 92 168 254 15 ex accounting company com or 192 121 122 123
89. files will be auto matically recreated the next time you make a connection to the server Locate these files in Documents and settings user directory application data 4D PassagePoint 4DB Printing Printers Problem Nothing prints or printer does not respond Cause The printer is not connected properly or is turned off Remedy Check the printer s connection to the computer and the power supply Check that it is turned on Try to perform a test print from the printer driver properties window Problem Printer feeds more than one label for each badge print Cause The badge design is too large for the paper size in the printer Remedy Re design the badge to fit the paper size used Be sure that there are no hidden objects outside the badge area Problem When print a badge it prints in portrait mode when want it to print in landscape mode Cause By default the badge will print in portrait mode Remedy Change this setting in the printer s driver settings STOPware PassagePoint 4 5 235 Administrative Guide Web Server Problem When try to access the web server get something else or a page not found message Cause There is probably some other web service running that is using the TCP port 80 Remedy Disable or Uninstall the other web serving software or change the port setting in the server s database properties Email Problem When use the Email features the Email is never received Cause There may
90. gin Options 9 Use PassagePoint Directory Login System Allow Intranet Users to Change their Password F Allow Intranet Users to Create Directory Accounts C Use Third Party Web Password System TF Use non standard HTTP variable to authenticate HTTP Variable Map to Directory Filed Unique Value y O Use LDAP Server for Authentication Sign in Station Profiles User Accounts User Definable Vii Web Pre ecistration Web Server Process Min Web Server Process Max OK Cancel C No Authentication Limits Functionality Changes for workstations will take effect at next login Allow Intranet Users to Choose Login and Password This option allows only users who are already in the directory to adda login and password to their account This information is then emailed to the directory record s Email address if available as a security measure Allow Intranet Users to Create Directory Accounts This option allows users who are not currently in the directory to add them selves along with a login and password This option provides the most flexibility for users but provides less security STOPware PassagePoint 4 5 Administrative Guide Use Third Party Password System This option allows the PassagePoint Web Pre Registration Module to give password control to another password system such as Siteminder With this option selected the web pages found inside the Database Directory would be secured with th
91. he Advanced button 3 Click Apply to save changes Note The font setting may be located in another place BS on your computer 50 Chapter 3 Configuring Workstation Preferences STOPware PassagePoint 4 5 Administrative Guide 4 Server Configuration 51 Printer Driver on Server Machine PassagePoint Server requires that there be a printer driver installed or it will display an error message each time it launches The server will wait for the error message to be clicked before finishing its launch To keep this from happening install any printer driver onto the server machine Even if there is no printer available the installation of the driver will keep this error message from being displayed The printer driver should be installed as a local printer and must be available to the login used when PassagePoint is launched Note This operation should be performed before ES PassagePoint is registered as a service Install a Printer Driver 1 2 Log on to the server using the local Administrative password Go to Start Menu gt Settings gt Printers Double click Add Printer Follow the on screen instructions to add a local printer driver 52 Chapter 4 Server Configuration Registering as a Service NT 2000 XP 2003 PassagePoint server software can be registered as a Microsoft Service This allows greater administrative control for starting and stopping the server applica
92. ide Station Preferences This option allows the user to select the Station Preferences menu item from the File menu This is used to make workstation specific settings List for Drop downs This option allows the users to select the Edit Lists menu item from the File menu This is used to edit the defaults for various used in PassagePoint Import Export This option allows the user to select the Import Directory and Export menu items from the File menu Please refer to the mport and Export sections of this manual for more information Approve Web Entries Web Pre Registration Module Only This option allows the user to select the Approve Web Entries from the Report Manager This is used to show entries made using the Web Pre Registration and approve those entries so the reception staff can gain access Please refer to the Web Pre RegistrationWeb Pre Registration Configuration section of this manual for more information Add Edit Directory Records This option allows the user to select the Add Directory Record menu item This is used to add employees contractors etc to the directory for use as a host or sponsor View Print Directory Reports This option allows the user to View and Print reports for the Directory 98 Chapter 7 User Accounts amp Passwords Delete Directory Records This option allows the user to delete directory records Delivery Features This option displays the Delivery menu giving access to the
93. ight use of the system Please refer to the Administrative Tasks section of this manual for more information on the Clean up Process Note Try to avoid scheduling the clean up process at gt the same time as the Directory Auto Import process to minimize import time To start the Clean up process immediately click the Run Now button STOPware PassagePoint 4 5 187 Administrative Guide Special Features Enabling Vehicle Features This option turns on various vehicle related features These features include Importing of vehicles linked to directory records e Garage Gate Entry Pre Registration Screen e Searching for Host using vehicle information Enabling Safety Training Features This option configures PassagePoint to use Custom Field 2 for recording safety training information Please refer to the User Definable Fields sec tion of this manual for more information Enabling Video Features This option allows PassagePoint to play a short video on the Visitor Sign in station during the sign in process This feature is used to play safety information or as a marketing tool The Video Playback feature requires an additional license from STOPware Other Options Hiding extra fields during new entry This option temporarily hides many of the fields not commonly used when the New button is clicked on the Explorer screen These fields include Primary Contact e Secondary Contact Custom Fields 5 7 Time In
94. igital signature pad and then click Accept The signature is elec tronically stored in PassagePoint You can also either require that the NDA be accepted to complete the entry or allow the visitor to decline the NDA and still complete the entry If the Visitor Sign in Station is used without a receptionist verifying the entry it is recommended to require acceptance of the agreement Please refer to the Visitor Sign in Stations section of this manual for information on how to require NDA acceptance If the NDA cov ers a period of time say twelve months you can set PassagePoint to only require a new signature from that visitor after the twelve month period Reception Administration of NDA If the Receptionist administers the NDA the visitor s name and company are entered Then the receptionist clicks the Capture button which acti vates the signature capture pad The visitor should be shown and allowed to read the NDA text in hard copy form This can be displayed in a plastic stand or flat on the counter top The receptionist can view the signature on screen before completing the entry Software Requirements for Signature Capture The PassagePoint installer automatically installs all required software Hardware Requirements for Signature Capture The AtPOS Penware 1500 signature tablet works with PassagePoint to capture digital signatures A serial port is required for this device Please refer to the AtPOS documentation for questions about s
95. ile Menu Station Prefer ences 1 Select the Connected Hardware tab 2 Click the Configure button and choose your settings 3 Click Done when finished STOPware PassagePoint 4 5 47 Administrative Guide Barcode Scanner PassagePoint can be used with a serial based bar code scanner to sign in and sign out visitors It scans a barcode printed on the visitor badge The barcode format is 3 of 9 barcode 39 The data represented on the bar code is determined by the settings in the badge design Generally the bar code is the Visit ID or Access Card Number Please refer to the badge designer section of this manual for more information on printing barcodes To Configure the Barcode Scanner select File Menu Station Prefer ences 1 Select the Connected Hardware tab 2 Click the Configure button and choose your settings 3 Click Done when finished Serial COM Port fi y Baud Rate 2400 y Done Now that the barcode scanner is setup you can scan a barcode printed by PassagePoint to sign in and sign out visitors The most common setup is to print the Visit ID in barcode format Scanning that barcode with a serial based scanner will do one of the following 1 Ifthe person is pre registered the visit is signed in and will be changed to the Active status 2 Ifthe person is active the visit will be signed out and will be changed to the Closed status 3 If the ID is not recognized nothing will happen
96. ime of day to start the import using 24 hour format 122 Chapter 9 Importing amp Exporting Data Set the Path to the Import File Since the auto import process is done on the server the path to the import file should always be set relative to the server The easiest way to set this path is to launch the client application on the server and follow these steps 1 Select Directory Auto Import from the menu in the Configure Screen 2 Click the Browse button and then click Continue when the warn ing is shown 3 Select the import file Optionally you may manually enter the path to the file in the path field Note The client application should only be used on the BS server for administrative tasks such as these Map the Import File to PassagePoint You will need to configure the import so that the import file is mapped to the data fields in PassagePoint Also you may have fields in the import file that you wish to ignore during the import The import screen will allow you to map the fields set delimiters and do a test import Follow these steps to quickly set up your import 1 From a Client running on the Server select the import file by fol lowing the steps above 2 Click the Map Import File to Database button Click Continue when the warning appears 3 Ifthe path to the import file wasn t found an Open window will appear Select the file or click Cancel and set the Path with the Browse button STOPwar
97. ing Data 5 Click the Map Import File to Database button The Import screen will appear 6 Click the arrow above the field columns to map the Unique Value and File Name If there are other columns select Not Imported as the field title Refer to the section on Delimiters above for more information x tz Fields E Form E Fi E Header Delimiters las Format Import Table Photo Import Table Y E Default iM port Tabl r End of Field a A Unique Value Directory Link Tab p J J Photo File Name r End of Record Retum NewLine y 13710 End of File None x p Create Table Photo File Name Y 93482 bmp 22814 bmp 34822 bmp 29482 bmp 48574 bmp 7 Once the import file is mapped click the Import button This will test the import and return you to the Configure screen 8 Torun the import immediately click the Run Now button or wait until the next Directory Auto Import Note ES The Directory Auto Import must be enabled for the photo import to run To check the import select a directory record and click on the Photo tab to view the photo for that directory record STOPware PassagePoint 4 5 131 Administrative Guide Vehicle Import PassagePoint allows you to import vehicle information to correspond with directory records This can be done manually or automatically when the Directory Auto Import starts In order to setup the import you must first ha
98. ing up an Email Based Report After Import This will send an Email report to the Email address entered with the results of the import process It is recommended that this be used when you first set it up Once you are confident that everything is working properly you can turn off the report To Send the Email Report 1 Select Directory Auto Import from the menu 2 Click the Email box to receive a daily Email report 3 Enterthe Email address es to send the report Separate multiple addresses with a comma Remove Quotes This option will eliminate any quotes in the data If you are importing a comma quote file use this option Photo Import PassagePoint allows an easy way to import photos into the directory This can be done manually or automatically when the Directory Auto Import starts In order to setup the import you must first have the Photo feature enabled Please refer to the Photo Features section of this manual for information on how to enable this feature To Import photos you must have the following items The photo files located in a directory that is accessible from the server The photo files must be in a standard format such JPEG or BMP AUnique Value i e Employee ID in each directory record Atext import file that includes the Unique Value i e Employee ID and file name of the associated photo file STOPware PassagePoint 4 5 129 Administrative Guide PassagePoint uses the Unique Value field in
99. inistrative Guide Installing Client Software on the Server Machine This may be used to perform specific administrative functions on the server It is not recommended to run the client and server in a production environment 1 Insert the installer CD into the CD ROM drive of the server machine Locate the CD on your desktop and open the Client Server folder Open the Client Application Folder Double click on the Setup exe icon Follow the instructions on the installer application InstallShield Wizard Welcome to the InstallShield Wizard for PassagePoint Client Point Client on your computer To continue click Install Shield B Launch the server application and create a new data file 18 Chapter 2 Getting Started amp Installing 6 Locate the PassagePoint server icon on the desktop or in the Start Menu Program PassagePoint Server 7 Launch the PassagePoint server 8 A window will open asking you to locate the data file Open Ax wwwImages wwwPages PassagePoint 4DD File name Open Files of type Data File 4dd y Cancel New My Network ES 9 Click the New button to create a new data file Note If your installation requires a large data capacity over 2 GB ext of data refer to Create a Segmented Data File later in this manual for information on using the Split feature 10 Another window will open asking you to name the data file STO
100. isitor Agreement lille else 154 NDA TO oere Ers teda E c ossa tea ends tee 154 Name must be found in Directory Visitor 154 Name must be found in Directory Reception 154 Extended Visit Options liliis 155 Do Nothing uu c to sd 155 Preregister and auto sign in 2 2 ee 155 Preregistor and auto sign in until sign 0Ut 155 Preregister only 0 00 cee rh 156 Create visit records on barcode scan 200 e00es 156 Chapter 12 Email Features Configuring the Email Feature 000 158 Email Server Address tpsa e eiat ee ain lese 158 Default From Address eee 159 Domain for Unqualified Addresses 2220000000 159 Email Options xd A ee a hala 159 Notify Host Sponsor when Visitors Sign In 159 Format Button 2 enn PATER ID EE n P Re oh ee 159 Notify when Property is Overdue 0 0 00 eee eee 160 Notify Recipient when Deliveries ArrivVe o o o 160 Send Daily Activity Report 0 00 0 161 Send Repeat Visit Report 00000 eee eee 161 xi Chapter 13 User Definable Fields amp Lists Visitor and Directory Custom Fields 163 Custom Fields Visits lille 164 Custom Fields Directory elles 166 Map to Visitor Custom Field 00000 0c ooo 167 Editing Eists os deterrere ee Pied eo
101. ke ee Uu US 167 Chapter 14 Scanner Hardware Setup Business Gard Scanner ux eu in 171 To Capture Additional Card Scan Data o oooo o 171 To Save the Image of the Card uanuaaaa aaau 174 Driver License Scanners ecd sensing URS ES 174 Passport Scanner oca iria eo Sio ded 177 Chapter 15 Business Rules Sign In Process uni irse ordre EAS i bx 180 Require Sponsor Host 200220 cece eee eee 180 Require Directory Match 0 0 0 cee eee 180 Require Authorized by if Sponsor is Required 180 Pre Registration Requirements 20 00 eee eee 180 Require Floor for Primary Destination o o o o 180 Require Primary Contact Info Name amp Phone 180 Require Valid Arrival Time 22000 ce eee eee 181 Restrictions seduce eoe ee aee E dob e Ee bor seeded 181 Restrict Property Pass Allocation llle 181 Restrict Sponsorship of Visitors 222000055 181 Maximum Daily Visitors per Sponsor 2 5 181 User Definable Views 00002 52 eee eee 182 Directory Search Display Setup 0 000 cee eee 182 Pre Registration Report 22 2 05e0eebe ee eee 183 Chapter 16 Options amp Other Features Times amp Dates cee ee eee 186 BUSINESS FIQUIS ti O tees Sen chat te ties Sty ase es 186 xii Nightly Cleanup Start Time aana uaaa aaa 186 Special Feat
102. l Support for spe cific details Windows 98 and Windows ME while supported are not recommended operat ing systems for PassagePoint Server Contact STOPware Technical Support for specific details For optimum performance NTFS is recommended for server installations 7 8 Chapter 1 Introduction Features Badge Printer Almost any printer with a Windows driver can be used by PassagePoint In most cases small direct thermal style printers are best since they require little desk space don t require ink and they quickly print one badge at a time The printer commonly used with PassagePoint is Dymo LabelWriter 330 Turbo www dymo com Please refer to Working with a Printer amp Print Driver in the Getting Started section of this manual for more informa tion Business Card Scanner The Corex CardScan www cardscan com hardware works with Passage Point to scan business cards and automatically enter the information into the current visit record Currently PassagePoint works with the 500 and 600 models Depending on the model a USB or Parallel port is required for this device Please refer to the Corex documentation for questions about specific requirements Signature Capture Device The Penware 1500 signature tablet works with PassagePoint to capture digital signatures A serial port is required for this device Please refer to the penware documentation for questions about specific requirements Photo Capture Device
103. l be signed out Parking Only This option allows you to make visit entries without entering in the visitor s name or company This is generally used in Parking Garages where visitor information is not required This option will only be displayed if the Vehicle Features are turned on under Options Features in the Configure screen 154 Chapter 11 Directory Categories Print Parking Pass by Default Select this option to automatically print a parking pass in the Gate Garage Entry screen when the record is saved This option will only be displayed if the Vehicle Features are turned on under Options Features Hide this Category on Web Page Select this option to remove the category from the menu displayed on the Web Pre Registration Show NDA Visitor Agreement This option is used to display a Non Disclosure Agreement or Visitor Agreement to the visitor when they Sign in The Agreement is shown on the visitor sign in screen NDA Text Each category can have separate NDA text Click the NDA Text button to Paste or Load the Text for this Category Name must be found in Directory Visitor This option requires that if this category is selected the name entered must be found in the PassagePoint Directory If not the visitor must select another category This option is commonly used for the Employee cate gory Name must be found in Directory Reception This option requires that if this category is selected the name entere
104. ld FF Parking Only no name required FF Print Parking Pass by Default FF Hide this Category on Web Page I iShow NDA Visitor Agreement NDA Text Name must be found in directory Visitor Name must be found in directory Reception STOPware PassagePoint 4 5 153 Administrative Guide Import Category This field holds the name of the associated category field in the import file PassagePoint uses the value found in this field to map to the correct cate gory This is only used when the import file contains a variety of catego ries For example assume each row of the import file specifies in a field the cat egory for that record You can then use the data in that field to associate each record with the appropriate category If EMP represents the Employee category enter EMP in the Import Category field and every one with EMP in their import record will be automatically associated as an Employee Sort Order This is the sort order used when the category list is displayed in menus Exclude this category from Auto Sign out This option prevents PassagePoint from automatically signing out visits from this category visiting specific locations You must activate this option in each building record A separate option allows you to qualify the visits as being a specified number of hours or more If the visit is less than the specified number of hours it will not be signed out If the visit has been there longer it wil
105. le At some point it may be necessary to check the data file for errors This is done using a Tools application included with the installer 1 Exit PassagePoint 2 Launch the 4D Tools application located in the utilities folder inside the PassagePoint Server folder 3 Once 4D Tools launches the Open screen will appear open ala Look in E Database e ret E3 Reports WebBuddy4D Win4dx wwwImages wwwPages PassagePoint 4DC History amp Desktop My Computer SAD ul E File name PassagePoint 4DC Dpen My Network P MN Files of type Compiled Database 4dc Cancel 4 Select Compiled database from the Files of type menu at the bot tom of the screen 5 Locate and Select the PassagePoint 4DC file inside the Data base folder Click Open 6 The Tools Viewer screen will be displayed T Click the Maintain tab STOPware PassagePoint 4 5 223 Administrative Guide 8 Click the Check All button A Report will show the results of the check 9 The checking process can take some time 10 To fix any errors click the Repair tab and click the Repair All but ton 224 Chapter 19 Administrative Tasks Data Back up Options PassagePoint can be backed up several different ways Some include Using a corporate backup system with open file manager support Using the built in backup feature for server based systems only Please refer to the Server Configura
106. lick Next Changes to this setting can be made from the Station Preferences option in the File menu Setup Wizard Main Lobby y Exit Setup 33 34 Chapter 3 Configuring Workstation Preferences CardScan Setup PassagePoint can be used in conjunction with a business card scanner from Corex Technologies All of the required software for CardScan is included on the Passage Point CD In order for the scanner to work most effectively it must be configured and calibrated If you have the CardScan device attached and software installed click the check box and proceed with the calibration process To calibrate insert the calibration card and click the Calibrate button Click OK to finish Card Scan Setup Setup Wizard Instructions It is possible to scan information from a business card into PassagePoint using a business card scanner If you have a Corex Card Scan device attached to this workstation ckeck the box below and click the Calibrate button Click Next when finished or to skip this option Calibrate Back Nest Exit Setup STOPware PassagePoint 4 5 Administrative Guide Port USB Card Image Device information 1D number Firmware version i Retrieve Signature Capture setup PassagePoint can be used in conjunction with a signature capture device If you have or plan to have a signature capture device attached to this
107. mills com 234 5555 lisad tsi com 234 2332 tedn mills com 234 6778 steve tsi com 234 4334 7 Click on the arrow above each column to display a pop up menu of fields Select the appropriate field for each column to map the fields Select Not Imported for any columns you wish to ignore A Last Name v At First Name v A Email A Phone y Notimp v brian amp tsi com 234 5454 betty mills com 234 5555 lisad tsi com 234 2332 tedn mills com 234 6778 steve tsi com 234 4334 Not Before clicking Import make sure that the Create BS Table box is not checked 8 When you are finished mapping the fields click the Import but ton This will do a test import and then return you to the Configure Screen 9 The Auto Import will start at the time scheduled or you can click Run Now to perform the import immediately STOPware PassagePoint 4 5 125 Administrative Guide Field Record Delimiters PassagePoint uses the Tab character as the default field delimiter and Return New Line as the default end of record delimiter These settings can be changed in the Import screen To Change the Delimiters 1 In the Import screen click the Delimiter tab Fite Header Delimiters Gt Foma Character x Default r End of Field End of Record 1 Retum NewLine x r End of File Noe A 2 Change the top menu from Decimal to Character 3 Use the menus to select correct delimite
108. mployee x Y Temp Employee w Contractor Visitor OK Cancel Login Name The Login Name is a required field and is not case sensitive 106 Chapter 8 Sign in Station Profiles Passwords EJ i 2d Sign in Station Station Info Settings Front Screen Screen 2 Screen 3 Options Login Name visitar Password Change Alert Password successfully reset A password can be added to the sign in station profile but is not required These passwords till follow the Password Rules set in the User Accounts screen Reset the Password This will reset a station s password to the default password as specified in Password Rules 1 2 Login as the Admin user Select File menu gt Configure gt Sign in Station Profiles Select a profile and click Modify Click the Reset button A dialog will appear confirming that the password has been reset Click the OK button to save the changes Changing the Password 1 2 Login as the Admin user STOPware PassagePoint 4 5 107 Administrative Guide Select File menu gt Configure gt Sign in Station Profiles Select a profile and click Modify Click the Change button A password screen will appear Enter the current password if any and enter the new password twice Note ES Passwords are case sensitive Click the Change button Click the OK button to see changes 108 Chapter 8 Sign
109. must first select the record s from a search or report 1 Login as the Admin user 2 Select Visitor Log from the Reports menu 3 Enter a date range to display and click OK 212 Chapter 19 Administrative Tasks 4 Select the records you wish to delete Select more than one record by holding down the Control key while you click on the records To select a large consecutive group of records select the first record hold down the Shift key and select the last record This will highlight all of the records in between 5 Click the Delete button to permanently delete the records If large numbers of records are deleted you may consider compacting the data file to remove spaces left behind by deleted records Creating a Segmented Data File PassagePoint allows you to create many segments to a data file allowing the data storage capacity to reach upwards of 128 GB Each Data Seg ment in PassagePoint has a minimum capacity of just under 2 GB For installations that capture large amounts of data it is recommended to cre ate enough data segments to last 12 months or more Follow these instructions if you have a data file that has reached its capac ity or if you are setting up a new installation that will rapidly expand beyond the 2 GB capacity of the first data segment 1 Shutdown the PassagePoint Server application or standalone application 2 STOPware PassagePoint 4 5 Administrative Guide Launch the Tools application loc
110. n Req d Label Field Association Default Value C i stom Field T license Custom Field x 57 n ay STOPware PassagePoint 4 5 115 Administrative Guide Fields on Visitor Sign in Screen PassagePoint allows you to decide which fields should be displayed on the visitor sign in screen Once the visitor clicks the Sign In button they are shown screen 2 and 3 if needed This is where they enter the information you wish to capture The category and name are always the first to be shown You decide the rest Editing or Adding a Field to the Screen 1 Select the field from the menu 2 Enter the Label or Title of the field next to that field For exam ple you can change Sponsor or Host to ABC Company Host 3 To enter a default value enter it into the field to the right of the field menu 4 To make the field required check the box to the left of the field label Note It is recommended to keep the number of fields to p a minimum so that the visitor can quickly and easily complete the process Special Considerations Visitor Sign In stations are designed to be dedicated as kiosks for visitors to self register To make the visitor s experience as fast and simple as pos sible there are some special settings to consider when setting up the sign in computer For example it is important to take special steps to reduce the chances that the visitor will explore the
111. n Deliveries Arrive This option turns on off the automatic notice to recipients when new deliv eries arrive STOPware PassagePoint 4 5 161 Administrative Guide Send Daily Activity Report Enter the Email address s separated with a comma to receive the daily activity report This report give totals for the day and provides other impor tant information about the day s activities This report is also stored in the Events Log Send Repeat Visit Report This option will automatically send a Repeat Visit Report to the Email addresses entered This report shows anyone who has visited at least 3 times during the past three calendar days and past three business days 162 Chapter 12 Email Features STOPware PassagePoint 4 5 Administrative Guide 13 User Definable Fields amp Lists 163 PassagePoint has user definable fields and lists that can be customized by the administrator Visitor and Directory Custom Fields Custom Fields are available for recording information that isn t already dis played on PassagePoint screens There are seven 7 custom fields for Visitor records and six 6 custom fields for Directory records Some visitor custom fields are also used for special features such as Custom Field 1 is displayed in the Web Pre Registration Custom Fields 1 and 2 are enterable drop down menus that can be pre populated with common selections 164 Chapter 13 User Definable Fields amp Lists Custom Fi
112. n menu item This allows a user to view pending visits for the day and shows the active visitors Allow Sign in and Badge Printing This option allows a user who has access to the Rapid Registration screens to enter visitors and print badges 94 Chapter 7 User Accounts amp Passwords View Print Detail Reports This option allows a user to view and print detailed information about past visits for the locations they have access to Some of these reports include Daily Visitor Log Current Visits All Visits and custom reports View Print Summary Reports This option allows a user to view and print summary information about past visits for the locations they have access to Some of these reports include Traffic Report Summary and Daily Traffic Graph Delete Visit Records This option allows the user to delete ANY visitor from the database Warning w Record deletion cannot be reversed Display Badge Menu This option displays the badge design menu in the Entry screens This is used when multiple badge designs are used Display Location Menu This option displays the Show menu in the Rapid Registration screens This is used to view visitors from different buildings Display Destination Menus This option displays the destination menus in the Entry screens In most cases this should not be used because the destination is automatically stamped by PassagePoint STOPware PassagePoint 4 5 95 Administrative Guide D
113. nd Text y i X Unique Value I At Location C Replace Windows File Y p Create Table Corea A First Name XLast Name x XUnique Y XReprese A Email y Phone Tech Source Inc brian tsi com 5555555 Mills Inc betty mills com 6666666 4 Click on the arrow above each column to display a pop up menu of fields Select the appropriate field for each column to map the fields Select Not Imported for any columns you wish to ignore 5 Make changes to the Header and Delimiters tabs as necessary 6 Make sure that the Create Table box is not checked 7 When you are finished mapping the fields click the Import but ton This will import the data into the directory STOPware PassagePoint 4 5 119 Administrative Guide Automatic Import Feature The Auto Import feature is designed to eliminate the need to update the directory information in PassagePoint Instead the PassagePoint server will automatically import and update the directory information every day week or as often as you want Each import is compared to the current directory in PassagePoint New people are added and those with changes are updated Optionally people missing from the import can be automati cally de activated This feature provides hassle free maintenance of the directory information To setup the auto import feature follow these steps Select a Data Source The first step is to select a data source to export the data f
114. nt is able to integrate with various Access Control systems This integration allows PassagePoint to enable and disable Access Cards set permissions print barcoded access badges and much more An Access Control Add on license is required to use this functionality Please refer to the Access Control Integration addendum located on the Passage Point CD for more information 226 Chapter 19 Administrative Tasks Directory Link PassagePoint is able to connect in real time to external data sources for directory ie Employee information This connectivity provides the latest available information and eliminates the need to import directory informa tion A Directory Link Add on license is required to use this functionality with the Professional Edition To learn more about connecting to an Access Control system s directory please refer to the Access Control Inte gration addendum located on the PassagePoint CD for more information Directory Linking with LDAP 1 Choose LDAP from the Database Connection Type dropdown menu Enter the LDAP server address This may be in the form of an IP address e g 123 456 789 250 or a domain name myldaps erver com Enter the Search Base for your LDAP system This is the part of the distinguished name all directory type objects should con tain The Search Base constrains the type of data to be returned from the LDAP server to those appropriate for directory lookups employees contractors e
115. nts Require Floor for Primary Destination Select this option to require that a floor be selected along with a building when the visitor is pre registered and signed in Require Primary Contact Info Name amp Phone Select this option to require that the Primary Contact info be entered dur ing pre registration STOPware PassagePoint 4 5 181 Administrative Guide Require Valid Arrival Time Select this option to require that a valid arrival time be entered during pre registration The time is checked against the server s clock Restrictions Restrict Property Pass Allocation Select this option to restrict property pass allocation to the directory records that have the Property Pass Permission set Restrict Sponsorship of Visitors Select this option to restrict sponsorship to those directory records that have visitor sponsorship permission For example a sponsor in the direc tory that does not have Sponsorship Permissions would not be consid ered a valid sponsor Maximum Daily Visitors per Sponsor By default no maximum is set If you do want to limit the number of visitors each sponsor can have per day enter the maximum number This feature can also be set on category basis Please refer to the Directory Category section of this manual for more information 182 Chapter 15 Business Rules User Definable Views xj Configuration amp Preferences 5 Select Badge Designer 3 Buildings Lobbies Business
116. o search and sort on almost any field and then export or print the report in various formats There are many standard reports provided as well as an almost unlimited number of user definable custom reports 3 Chapter 1 Introduction Hardware amp Operating System Specifications Workstation System Requirements Windows 98 ME Processor RAM Hard Disk Space Monitor CD ROM Operating System Windows 98 Windows ME mended Windows NT 4 Windows 2000 Windows XP Windows NT 4 2000 XP Processor Windows NT 4 Windows 2000 Windows XP Minimum Pentium 133 or Equivalent 64 MB 15 MB SVGA 800 x 600 Required for installation Minimum Windows 98 Windows ME Service Pack 4 Service Pack 1 Windows XP Minimum Pentium Pro 133 or Equivalent Pentium 11 233 or Equivalent Pentium 11 300 or Equivalent Recommended Pentium II Equivalent or better 128 MB 20 MB XVGA 1024 x 768 Required for installation Recommended Windows 98 2nd Ed Windows ME is not recom Service Pack 6a Service Pack 2 Service Pack 1 Recommended Pentium II Equivalent or better Pentium Il Equivalent or better Pentium II Equivalent or better RAM Windows NT 4 64 MB Windows 2000 XP 128 MB Hard Disk Space Monitor SVGA 800 x 600 CD ROM Required for installation Server System Requirements Windows 98 ME Minimum Processor Pentium 1 233 or Equivalent RAM 128 MB Hard Disk Space 50 MB Monitor SVGA 800
117. ocuments BE My Computer M LI My Network Places File name Pass Point2 Save as type Data File 4dd 24DD X pm 12 Name the new data file something different than the older data file and click Save Segments E C PassagePoint_Server_v4 Database PassagePoint2 4DD 216 Chapter 19 Administrative Tasks 13 Enter in the maximum size of this segment as 1 900 000 and click the Set button i Segments C PassagePoint Server_v4 Database PassagePoint2 40D 5 sno if Au ote _ Come 14 The Maximum Size will be displayed next to each segment Segments ho 1800000 S Loo De _ Cancel OK 15 Click the Add button to add each segment STOPware PassagePoint 4 5 217 Administrative Guide 16 The Name of the segments will have a number at the end Click Save Segments C PassagePoint Server v4 Database PassagePaint2 4DD 1300000 K m C PassagePoint_Server_v4 Database PassagePoint2 4D5 igi Maximum Size o Kb Set E Delete Cancel OK 17 Enter in the maximum size of this segment as 1 900 000 and click the Set button Segments C PassagePoint_ Server_v4 Database PassagePoint2 4DD 1900000 K C PassagePoint_ Server v4 Database PassagePoint2 4D5S 1900000 k Maximum Size 1900000 Kb fe Add Delete Cancel OK 18 Keep adding more segments until you have enough for you
118. oe ra 92 Visitor Data ACCESS contras 92 Allow Access to the Following lle nnn 93 Restricting Access ooococoooorocor es 93 Pre Reglster uox ARDEN Rede ede 93 Rapid Registration 0 0 0 0 0 eae 93 Allow Sign in and Badge Printing 0 00 cee ee eee 93 View Print Detail Reports 0002 eee 94 View Print Summary Reports 1 0 2 0 000 eee 94 Delete Visit Records 0 0 0 0 eee 94 Display Badge Menu 0 0 00 ccc e nnn 94 Display Location Menu 00 2 c ee eh 94 Display Destination MenusS o oocooccccocco eae 94 Delete Pending Records from Sign in 0 00 cee eee eee 95 vii Modify Pending Records esseci arenen Roa reae ees 95 Modify Active Records 0 0 cece eee 95 OHer ACCESS sinc a os howe A X Es 96 Station Preferences 0 60 e eee ene 97 List for Drop downs 000 000 eee 97 Import EXpOrFt i ais ae ale das sed ue EPI Slee Hk es Pak ad 97 Approve Web Entries Web Pre Registration Module Only 97 Add Edit Directory Records 0 0 cece eee 97 View Print Directory Reports oooccocococccco eee 97 Delete Directory Records 00 eee ee eee 98 Delivery Features 2 0 ee rh 98 Property Features 0 2 0 00 cece nhe 98 View Print Property 8 Delivery Reports 0000 cee eae 98 Delete Property amp Delivery Records 0 0 00 e eee eae 98 Country WarningS a
119. or network applications 54 Chapter 4 Server Configuration Backup Restore Features PassagePoint has a built in backup feature on the Server that allows the administrator to perform regularly scheduled backups This ensures that the data is safe in case of a system failure hard drive crash etc Full Backup 1 2 Make sure all users are logged off from the system Choose Full Backup under the Backup menu on the Server 4 Full backup Untitled x Project Hel 208 Destination volume 0 Enclosure s Last backup Back up on set Number of sets Size of backup 175M Destination volume information Mame aa GA Available space 961 3M Volume size 58G Attributes Verify backup Cancel Backup Select the drive where the backup will be saved Note ES Backup does not recognize network volumes So you may have to make the backup to the same volume and then copy it to another volume on the network Make sure the data and structure options are checked STOPware PassagePoint 4 5 55 Administrative Guide 5 Select Verify Backup 6 Click the Backup button Scheduling Repeat Backups 1 Perform a full backup first refer to Full Backup on page 54 2 Save the backup project file inside the Database directory located inside the PassagePoint Server directory 3 Select the backup options from the Backup Scheduler window Backup Scheduler
120. or PassagePoint you may want to put the default htm file into the root location of the IIS website ie x inetpub wwwroot directory This default file redirects a request for the home page to scripts 4disapi dll which will get the home page from PassagePoint If IIS is being used for other applica tions the users will have to enter the server s address plus scripts 4disapi dll Changing the Default Port PassagePoint uses Port 80 as the default web server listen port If you are using IIS with PassagePoint then you must change the default port to 8080 in PassagePoint To Change the Default Port select File Menu from the Server Screen gt Database Properties 1 2 Select the Web Server tab Change the TCP port setting to 8080 Click OK to save changes Exit and re launch the server application 68 Chapter 5 Web Pre Registration Configuration alejelm seieicis 2 gt Web Server Publishing TCP Port 8 IP Address All r Default HTML Path Default HTML Root Default Home Page r Mode Use New Context Referencing Mode Iv Start without Context r 4D WebSTAR F Allow 4D Connect Cancel Using IIS on a Separate Server To run IIS on a separate machine from the PassagePoint Server follow these steps 1 Open the 4disapi ini file and edit it to redirect to the machine with the PassagePoint Server on it 2 Sample INI file 3 Forw
121. or badge printing 204 32 Selecting a Location for the workstation o o o 33 CardScan Setup 0 00 cece eee 34 Signature Capture setup liliis 35 Driver License Passport Scanner Setup 2 2005 36 Changing the Station Preferences 37 Badge Pririter s opp RR EE ERES 38 Primary Label Badge Printer 0 0 00 cee eee ee 38 Secondary Label Badge Printer 0 00000 eee eae 39 Print Options z esse eR Cee Ee Od Rer Reed 2 39 Check Default 00 000 eee eee 39 Print to Visitor Station llli 40 Show Print Dialog nuc tp genta anh ben cre piena 40 Use Driver Settings lille le 40 Suppress Utility llli 40 Location pP Mr EE 41 Connected Hardware 0 0000 cece eee eee ee 42 Business Card Scanner 0000 00 ee eee eee 42 Driver License Scanner 00000 eee cece eeaes 44 Signature Capture Device llle 45 Photo Capture Device 2 20 00 cece eee 45 Send Command to Relay Switch n asa 0 0 0 0 e eee 46 AccessCard Reader 46 Barcode Scanner ooo 47 System Settings on the Workstation 48 Monitor Resolution 00 00 00 ooo 48 System Font Setting 0 0 00 sese e Re eee 49 Chapter 4 Server Configuration Printer Driver on Server Machine 51 Install a Printer Driver lll
122. or when Visitors Sign in Format Enterprise Database Event Log ptions Features Other Admin Tools F Notify Recipient when Deliveries Arrive Other Importing Passport Scan Iv Send Daily Report to Email Address s Below Permission List Photo Capture I Send Repeat Visit Report to Email Address s Below Product Licenses Security Alerts security stopware com admin stopware com Sign in Station Profiles User Accounts Alema Duell tss Changes for workstations will take effect at next login OK Cancel F Notify when Property is Overdue Configuring the Email Feature In order for the Email features to work properly the Email server and default Email address must be entered Email Server Address Enter the domain name or IP address for the SMTP mail server Passage Point works like any standard Email client by sending the Email to the SMTP server for delivery STOPware PassagePoint 4 5 159 Administrative Guide Default From Address This is a default Email address set for sending reports It is recommended that a valid administrative Email address be entered here The default reply address will also be used when sending a visitor announcement if the user account s Email address field is left blank Refer to the Users amp Passwords section of this manual for more information Domain for Unqualified Addresses The Domain field is used to append all addresses in the Directory and oth erwise
123. other words to authenticate a user in an LDAP system via PassagePoint that user must already exist as a user in the PassagePoint system The passwords in each system for a given user do not need to match but the user names must match Require Approval of Web Entries This option allows Intranet users to pre register visitors without the visitor information being instantly available to the receptionist The visitor entries await approval by an authorized person using the client application Once they are approved they become available to the reception staff On the Intranet side approved visitors can no longer be edited by the Intranet user and are shown in a Green color Refer to the PassagePoint User Manual on how to use the Client Applica tion to approve web entries Working with Microsoft IIS PassagePoint Web Pre Registration has its own built in web server It is possible however to use Microsoft IIS to serve the web pages STOPware PassagePoint 4 5 67 Administrative Guide Installing the 4DISAPI Files To work with IIS PassagePoint uses isapi files to pass information back and forth from IIS and PassagePoint 1 The files you need are installed into the IIS directory inside the PassagePoint server directory Three files will be placed inside Two isapi files and one html file Place the 4disapi dll and 4disapi ini files inside the Scripts folder of the IIS server If IIS is only being used f
124. ough the serialization process Please follow the on screen instructions Ani xi Welcome to the Setup Wizard Setup Wizard Step 1 of 7 rInformation Welcome This setup Wizard allows you to easily configure this application To get started click the next button and fill in the information as required If you are not the administrator exit this wizard by clicking the Exit Setup button Exit Setup STOPware PassagePoint 4 5 29 Administrative Guide 4 The Workstation Configuration Wizard will appear and walk you through selecting a printer and other options Please follow the on screen instructions or refer to Using the Configuration Wizard later in this manual Workstation Setup Wizard Setup Wizard Welcome to the Workstation Setup Wizard Welcome This setup Wizard is provided to easily configure settings for this workstation To get started click the next button and choose the appropriate information as required If you wish to stop the setup process at anytime click the E xit Setup button and the application will close Exit Setup Please refer to the User Manual located at Start Menu gt Programs gt PassagePoint Standalone User Manual pdf or on the PassagePoint CD for more information on using PassagePoint 30 Chapter 2 Getting Started amp Installing STOPware PassagePoint 4 5 31 Administrative G
125. out period Miscellaneous Error Codes Code Description e 51 e 3 CMP e 9998 File not loaded properly File is corrupt delete cmp file Unique value expected STOPware PassagePoint 4 5 233 Administrative Guide Problem Solution Installation Turn Off Virus Software Before installing PassagePoint software temporarily disable your virus software This will reduce the chances of conflicts during the install pro cess Once the installation is complete turn your virus software back on Close All Programs Before installing PassagePoint software close all other programs that could be running This will reduce the chances of conflicts during the install process Client Server Installations Cannot connect to server Problem get an error immediately after selecting the PassagePoint server Cause The server is not running or is down Remedy Check that the server is still running or Cause The IP address of the server is not the same as the one saved on the client Remedy Check that the servers IP address is the same as the one saved on the client Problem After entering a password the client application crashes 234 Chapter 20 Tips Troubleshooting Cause The PassagePoint res and PassagePoint rex files which are used to update client changes from the server are corrupted Remedy Delete the PassagePoint res and PassagePoint rex files from the 4D folder inside the Windows or WinNT folder The
126. p the fields you wish to capture into the custom fields below By default the First and Last names are always cap tured You can rename the custom fields to match the data being captured Click the Clear button next to each field if you wish to change a field assignment The Extract License Image option will activate the acquisition feature that stores the picture of the ID This feature requires that Quicktime be installed on the client computers since it uses spe cial Quicktime compression The Quicktime installer is available on the PassagePoint CD and can be downloaded for free from quicktime apple com Note Even with file compression this feature will cause p the data file to grow at a much faster rate than with just the data alone 176 Chapter 14 Scanner Hardware Setup The Extract Face Image option will activate the acquisition fea ture that stores the cropped image of the face This feature requires a Photo Capture license and requires that Quicktime be installed on the client computers since it uses special Quicktime compression The Quicktime installer is available on the Pas sagePoint CD and can be downloaded for free from quick time apple com Click Done to save changes Refer to Workstation Preferences section in this manual for more information on setting up and calibrating the scanner OCR scanners require additional drivers and software The Pas sagePoint CD installer will include thes
127. pecific require ments Contact your PassagePoint representative for pricing and availabil ity STOPware PassagePoint 4 5 203 Administrative Guide NDA System Settings In order to use the NDA feature it must first be enabled in the Configure screen By default this feature is not enabled To Enable the NDA Feature select File gt Configure on the Client 1 Select Options Features from the menu 2 Select the Display NDA to Visitors check box 3 Click OK to save changes To Set a Period of Time covered by NDA select File Configure on the Client 1 Select Options Features from the menu 2 Enterthe number of months until a new signature is required 3 Click OK to save changes To Make Acceptance Required on the Visitor Sign in Station select File gt Configure on the Client 1 Select Sign in Stations Profiles from the menu 2 Select the Sign in Profile to use and click the Modify button 3 Click the Settings tab and Select the Require NDA Acceptance check box 4 Click OK to save changes Please refer to the Sign in Stations section of this manual for more information 204 Chapter 18 Special Configurations Configuring Directory Categories Each Directory Category that requires an NDA must be configured To Enable the NDA feature for a Category select File gt Configure on the Client 1 Select Directory Categories from the menu 2 Select a category and click the Modify button 3 Cli
128. ports I Delete Property Delivery Records 4 Click the Photo Capture License from the Licensed Features list 5 Click OK to save To Test the Photo Capture Feature 1 Select New from the Explorer 2 Entera First and Last name 3 Click the Capture Photo button This will launch the TWAIN driver STOPware PassagePoint 4 5 201 Administrative Guide 4 Capture the photo in the driver Once you finish the photo cap tured should be displayed in the Photo Capture screen i Photo Capture M Apply Filter Settings Paste Picture from Clipboard OK Cancel 5 Click OK to save the photo NDA Feature Configuration The NDA Visitor Agreement feature requires the following items e Installation of Signature Capture Hardware if used e Enabling the NDA system setting Configuring the Directory Categories Configuring the Workstation Settings Before you begin to configure the NDA features you should consider the different ways to setup this feature 202 Chapter 18 Special Configurations Using a Visitor Sign in Station If you are using a Visitor Sign in Station then the NDA text will be dis played to the visitor on the screen after the visitor enters the required infor mation The text can vary depending on which category Visitor Contractor etc they select Once the NDA is displayed you can require that the visitor simply clicks the Accept button or you can require that they sign a d
129. r loca tion s needs 19 Click OK on the Segments window when finished Now your data file is ready for the higher capacity of the various segments 20 Launch the PassagePoint Server application or the standalone and hold down the ALT key This will prompt you to select your data file Select the new 4DD file you created with Tools The new data file will automatically know to add data to the additional segments once it reaches its limit 218 Chapter 19 Administrative Tasks Compacting the Data File Periodic compacting of the data file is usually recommended for heavy traf fic systems This process keeps the data file as small as possible to maxi mize system performance 1 Exitthe PassagePoint Server 2 Launch the 4D Tools application located in the utilities folder inside the PassagePoint Server folder 3 Once 4D Tools launches the Open screen will appear onen ala Look in E Database y e E3 History Desktop File name PassagePoint 4DC Dpen Files of type Compiled Database 4dc Cancel i My Network Bee 4 Select Compiled database from the Files of type menu at the bot tom of the screen 5 Locate and Select the PassagePoint 4DC file inside the Data base folder Click Open 6 The Tools Viewer screen will be displayed STOPware PassagePoint 4 5 219 Administrative Guide T Click the Maintain tab 220 Chapter 19 Administrative Tasks
130. r or type the character into the field right of the menu 4 Optionally you can use the Decimal value of the character if the Decimal menu is selected i e the Decimal value of a pipe is 124 Import files that are prepared by a Unix based Note system can leave extra characters that will make gt setting the delimiters difficult Make sure that import files are prepared in standard text format for Windows 126 Chapter 9 Importing amp Exporting Data The default PassagePoint only expects one delimiter character Therefore using quotes Note around the field data would cause the quotes to yaf be imported as well To fix this check the Remove Quotes option This will take the quotes out of the data Auto Import Options Setting the Default Category This is the default category that will be given to each record that is imported If a category field is imported along with each record then Pas sagePoint will use that field to determine what category is assigned If the category is not imported PassagePoint uses the default setting selected in the Directory Categories page of the Configure screen To learn more about assigning a category to each record refer to the Directory Catego ries section of this manual What to do After Importing Once the import is finished PassagePoint can leave the import file alone rename it or delete it If the Import File is not updated regularly it is re
131. rimary Label Badge Printer In most cases you will only need one badge printer The printer shown next to Current is the currently selected printer if one has been previously selected Use Change to select a new badge printer option If needed click the Edit button to edit the full path to the printer STOPware PassagePoint 4 5 39 Administrative Guide Secondary Label Badge Printer Use the Secondary Printer setting to use two badge printers on the same workstation This allows you to have different badge media in each printer or pre printed stock and blank stock at the same location To assign the primary and secondary printer to a category see Directory Categories later in this manual The printer shown next to Current is the currently selected printer if one has been previously selected Use Change to select a new badge printer option If needed click the Edit button to edit the full path to the printer Print Options In most cases the only settings that should be required are the Use Driver Settings and Suppress Utility j j Station Preferences xi Badge Printers Print Options Location Connected Hardware Print to Visitor Station FF Show Print Dialog M Use Driver Settings Y Suppress Utility DK Cancel Check Default PassagePoint checks for the system s default printer each time it does a print job This is recommended for users that share printers or use network printers 40
132. rise database please refer to the PassagePoint SQL Server addendum or the PassagePoint Oracle addendum located on the PassagePoint Enterprise CD Security Alerts To setup security email address and configure the threat level feature login as Admin and select select File menu gt Configure gt Security Alerts General Security Enter the email addresses for the recipients of security alerts separated by commas Note Email features must be previously configured BS including mail server from address etc 228 Chapter 19 Administrative Tasks Time of Visit Expiration Enter the email addresses for the recipients of visitor s time expiration alerts separated by commas Threat level New Click New to create a new threat level Name the threat in the Title field of the popup window Give the threat a sort order number for example Criti cal 1 Minor 2 Enter instructions into the text box Select an associated color for the threat level in the box on the lower left Click OK to save Delete Select the threat level and click Delete Modify Select the threat level and click Modify Current Level Select the Current Level of the threat in the drop down window Permission Lists This feature is related to the Access Control option Refer to the Access Control Integration addendum located on the PassagePoint CD for more information STOPware PassagePoint 4 5 Administrative Guide 20 Tip
133. rk supports this capability Otherwise you need to ask your network administrator for the appropriate IP settings C Obtain an IP address automatically r Use the following IP address IP address 192 168 254 170 Subnet mask 255 255 255 0 Default gateway 192 168 254 1 C Obtain DNS server address automatically Use the following DNS server addresses Preferred DNS server 128 234 111 231 Altemate DNS server 128 234 111 232 It is recommended that a printer driver be installed on the server machine This will prevent a warning from being displayed each time the server is launched Log in as the local administrator user and select the Add a Printer icon and select any printer driver available as a local printer Disable any anti virus software prior to software installation 16 Chapter 2 Getting Started amp Installing Installing Server Software on the Server Machine 1 Insert the installer CD into the CD ROM drive of the server machine 2 Locate the CD on your desktop and open the Client Server folder Open the Server Application Folder 3 Double click on the Setup exe icon 4 Follow the instructions on the installer application InstallShield Wizard Welcome to the InstallShield Wizard for PassagePoint Server The InstallShield Wizard will install PassagePoint Server on your computer To continue click Cancel STOPware PassagePoint 4 5 17 Adm
134. rmation on how to capture data please refer to Mapping Card Scan Data later in this manual STOPware PassagePoint 4 5 43 Administrative Guide To Configure and Calibrate Scanner select File Menu Station Prefer ences 1 Select the Connected Hardware tab 2 Click the Calibrate button and follow the on screen instructions 3 Click Done when finished Scanner Setup xj Port USB Cancel Card Image Help Test Calibrate Eject Card Device information ID number Retrieve Firmware version i keklek 44 Chapter 3 Configuring Workstation Preferences Driver License Scanner PassagePoint can be used in conjunction with various driver license scan ners To Configure a Serial Based Scanner select File Menu Station Prefer ences 1 Select the Connected Hardware tab 2 Click the Configure button Serial COM Port f Baud Rate 8500 y Done 3 Select the Serial Port and Baud Rate 4 Click Done when finished To Configure an OCR based Scanner select File Menu Station Prefer ences 1 Select the Connected Hardware tab 2 Click the Calibrate button 3 Follow the on screen instructions 4 Click Done when finished For information on how to capture data please refer to Driver License Scan Setup later in this manual STOPware PassagePoint 4 5 45 Administrative Guide Signature Capture Device PassagePoint can be used with certain signature capture
135. rminal Server Settings liliis 109 Front Seamos dco ESI EA DOR PEORES UE DAE qU RT QR 110 Background Graphic se seri mitoek ee nE Enua eee 110 Replace the background image llle 111 Buttons ioo Ret wee Da e brutal a euh utei tbt 111 Replace the button graphics llllllslllllsssn 112 Welcome Toxt oe sristi yeun era de bee le e y ede beens 112 Enteritext v vo pk eke aes baie ate ied Mug soe ee DONT 112 GolombogO cito ria doter beer do eeu dud eus 112 Adding a logo or graphic llis ee 112 SGLGOn ois puse ue Eileen NER bx eS gems 113 S6ereens 2 amp 9 suo pace hppa A Gee Mite Sale aoe al Cer Is 114 Fields on Visitor Sign in Screen 0 0 0 2 ee 115 Editing or Adding a Field to the Screen 115 Special Considerations 0 0000 cee eee ees 115 Power Settings 8 Screen Savers liil eee 116 Hiding the Task Bar 0 2 02 eee 116 Setting Display Resolution llle eese 116 Chapter 9 Importing amp Exporting Data Manually Importing Directory Data 117 Automatic Import Feature 222200005 119 Select a Data Source llle 119 Create the Import File 0 00020 120 File Formats aiaa aS ee apio ae 120 Turn on and schedule Imports 2000000 eee eee 121 Set the Path to the Import File 22 200055 122 Map the Import File to PassagePoint 0 122 Field Record
136. rocesses suus 69 Web Server Maximum Processes 00 000 69 Modifying HTML Web Pages o o o oo 70 Using Custom Field 1 on Web Page 70 Default TCP HTTP Port 4 22 bates dot Re Peed cn 70 Chapter 6 Badge amp Label Design vi Parking Past iode eile verge eer OR ass 75 A fee los Meee SRE SE ee Dae 76 Ban COGS p i ace Nie DE od O eel Lars tale Dao 81 21 Barcode tina Md o ios tap eta osi alae E tet dades aon 81 ADBarcode alvei a iM oleh dee 81 Extended Visitare Sercan sotare ADDERE A saa te wale walt 82 Static Wali TUN 82 OPUS Eee e RA ded PEE SES PLI LESS 83 Chapter 7 User Accounts amp Passwords Adding a New User 20 2 6 eee e e 86 Modifying a User serait eren tr TESES PARTENERII n 86 Deleting a User eo ox EE REGE eed Pia eres he tiie vis 87 Duplicating a User uides er ee eb P e 88 Duplicate a User with the Import function 88 User Info spot was Bide hea w es Wan ewe ms M eas 89 LO NM coi tere Ril dina cease ep one ie fee aoe ep 89 PasSWOoIdS sdb perg avuiues sets oed ede e 89 Resetting the Password 00 0 e eee eee 90 Changing the Password Admin liliis eee ee eee 90 Changing the Password Users 000 cee eee eee 91 Emal Address curtir io A 91 SQEDIB d weak ct enol Ee e aed aah BR DA 91 Use Terminal Server Settings llle 91 Retreshi Rate voi eae hein exe Ue ide VeRO Gee a
137. rom This data source could be a human resource database company phone directory Email directory security database or any number of other data sources Although not required it is recommended that you choose a data source that has Most current information available Unique ID for each person First and Last name in separate fields Phone number or extension for host lookup Email address for Email notification If the first and last name are in one field PassagePoint can automatically parse the names if they are in a standard format Select the Full Name option as the Column Note header Automatic parsing will work with the following formats BS Last First Last First First Last First Last 120 Chapter 9 Importing amp Exporting Data Create the Import File Once you have selected your data source you will need to set up an auto mated process or batch file for exporting the data into a text file tab or comma delimited is preferred The file should be saved in a location that is accessible by the PassagePoint Server ie networked hard drive or a local hard drive The frequency of the update is up to you PassagePoint will look for the file every 24 hours and if it finds it will proceed to import the data and synchronize If the file isn t found it will wait another 24 hours File Formats A Text file i e importfile txt is the preferred format in PassagePoint In some cases this m
138. s Troubleshooting 229 Events Log PassagePoint uses Events logs to record certain transactions and activity These logs can assist you in troubleshooting a problem The Logs avail able include Email Error Log Captures errors that occur while sending Emails in Pas sagePoint Error Manager Log Captures Application errors that occur in Passage Point Import Log Captures the Directory Auto Import results Nightly Maintenance Log Captures the nightly clean up routine results 230 Chapter 20 Tips Troubleshooting E EE xi Configuration amp Preferences fere Select Event Log Iv Automatically Email Error Log to STOPware Note no confidential information will be sent Definable Fields Directory Log Name LastModDate 4 Definable Fields Visits Directory Auto Import Nightly Maintenance Log 05 10 04 Directory Categories Directory Link Drivers License Scan E Mail Features Enterprise Database Options Features Other Admin Tools ser Accounts Delete All Logs Delete Log n vM s zl DK Cancel To View the Event Logs select Configure from the File menu on the Cli ent 1 Select the Events Log option from the menu Select the Log you wish to view and click the View Log button Once the Log is displayed it can be printed by clicking on the Print Log button STOPware PassagePoint 4 5 231 Administrative Guide Error Codes Network
139. serialization information is stored on the server so that you do not have to serialize each client installation separately Entering the Serial Number the First Time The first time PassagePoint is launched on the Client the Setup Wizard will walk you though the serialization process 194 Chapter 17 License amp Serial Number Adding Additional Licenses To Update the Serial Number with the New Licenses select File gt Config ure on the Client 1 Select License from the menu 2 Click on the Add Remove button Serial Number Entry 3 E E Remove Done 3 Follow the on screen instructions STOPware PassagePoint 4 5 Administrative Guide 18 Special Configurations 195 PassagePoint has many special features that require additional configura tion This chapter will explain these features in more detail so that installa tion and configuration goes smoothly Photo Capture The Photo Capture feature requires the following items e Installation of Camera Hardware Installation of Required Software Enabling the photo capture system setting Additional Photo Capture License e Configuring the Workstation Settings Enabling the feature in user accounts Hardware Requirements Various cameras will work with PassagePoint including Logitech Quick cam and ValCam Professional Camera Not all manufacturers of cameras conform to the Note TWAIN standard causing incompatibilities with
140. skip search Photo Archival Select photos older than date 00 00 00 Delete Photos Compress Photos OK Cancel 3 Enter a maximum width in Pixels into the Max W field This value can be between 0 159 up to 1 73 inches wide 75 is a rec ommended size 4 Enter a maximum height in Pixels into the Max H field This value can be between 0 120 up to 1 31 inches tall 75 is a rec ommended size 5 Click OK to save changes Photo Capture Licenses An additional license is required for each workstation that uses the photo capture feature This license can be purchased from your PassagePoint representative Please refer to the Licenses amp Serial Numbers section of this manual for information on how to install licenses 198 Chapter 18 Special Configurations Workstation Settings Each workstation must be configured to work with the installed camera To Configure the Workstation select File Station Preferences on each workstation Client 1 Click the Connected Hardware tab x Badge Printer s Print Options Location Connected Hardware have a business card scanner Calibrate I have a driver license scanner Configure have a signature capture device v have a TWAIN photo capture device Configure Send Command to Relay Switch Configure F Accept Input from Access Card Reader Configure have a barcode scanner Configure OK Cancel
141. so mul tiple users can share the same user name and password This way you can decide if you want to have a different user name and password for each user or one user name and password that is shared by many By default there is a user account called admin This is the administrator s account or Super User At the time of the first launch the admin pass word is left blank The setup wizard will then ask you to set a new pass word You must be logged in as the admin user to add new users Managing User Accounts To Manage User Accounts select File menu Configure User Accounts 86 Chapter 7 User Accounts amp Passwords Addi 1 2 3 Configuration amp Preferences Select Access Control Integration Badge Designer Buildings Lobbies Business Card Scan Password Rules Business Rules Definable Fields Visits Super User Admin Directory Auto Import Directory Categories User JOHN Directory Link Drivers License Scan E Mail Features Enterprise Database Event Log ptions Features Other Admin Tools Other Importing Passport Scan Permission List Photo Capture Security Alerts Sign in Station Profiles Duplicate by Import ng a New User Login as the Admin user Go to File menu gt Configure gt Users Accounts Click the New button Modifying a User 1 2 Login as the Admin user Go to File menu gt Configure gt Users Accounts Select a user to
142. speed Click Finish to complete the setup process STOPware PassagePoint 4 5 37 Administrative Guide Workstation Setup Wizard E You are Done Instructions Setup Wizard You are done To modify any of this infomation select the Station Preferences item under the File menu Click the Finish button to complete this process Refer to the administrators manual and or users manual for more information Exit Setup Changing the Station Preferences Station Preferences and settings may need to be changed from time to time This can be done by selecting Station Preferences from the File menu 38 Chapter 3 Configuring Workstation Preferences Badge Printer s The badge printer setting tells PassagePoint what printer to designate for printing badges This eliminates the need to display the print dialog screens each time a badge is printed and speeds the printing process Since in most cases the badge printer is not the workstation s default printer this setting must be correct for badge printing to work properly 1 4 Station Preferences X Badge Printer s Print Options Location Connected Hardware r Primary label badge printer Current DYMO Labelw riter 330 Turbo USB _ Edit Change to RES gt Secondary label badge printer Current Edit Change to Select New Printer y OK Cancel P
143. t The Badge Layout menu is used to assign a badge file to the category This allows you to have a different badge layout for each category To ensure that all workstations get the badge designs use the Global Badges feature discussed earlier in this manual In most cases all of the catego ries will use the default badge file named visitor 4lb If the Badge Layout menu is left blank the default will be used Maximum Daily Visitors This setting limits the number of visitors a host with this category can have in one day A warning message will be displayed to the receptionist if the limit is exceeded 152 Chapter 11 Directory Categories Maximum Active Visitors This setting limits the number of visitors a host with this category can have at one time A warning message will be displayed to the receptionist if the limit is exceeded Printer Destination By default PassagePoint will print badges to the Primary printer selected in the Station Preferences If you use two printers each with different badge material use the Printer Destination menu to select which printer to use for this category Advanced Settings E Directory Categories Name Visitor General Settings Advanced Settings Extended Visit Options Browse Sort Order 4 Category Type ID 4 Import Category Do Not include this Category in Statistics Report FF Exclude this category from Auto Signout Only if visit is less than O hours o
144. t 4 5 Administrative Guide The Attributes screen is accessed thru the Text gt Specifications menu in the badge designer Text Attributes Font Microsoft Sans Serif w Size 14 sample Coo BEEN Style Justification Plain Underline V Bold Outline Italic Shadow Expansion C Up Down v Variable Frame Cancel Use the tools on the far left to add static graphics or text to the badge For example if a box is drawn with the rectangle tool or if text is added using the A tool these items are added as static objects and will not change at print time This option is similar to creating a master page the fields added from the right may be modified however the static graphics and text input may not Select Edit to perform standard processes including Copy Paste Clear and Duplicate Select Text to modify the Font Size Style or Justification of the text on the badge Select Object to change Line Patterns Colors Width or other object ori ented settings including shaping smoothing or rotating This menu option is object specific Select Arrange to move the text or object including Bring to Front Align Flip or Group Ungroup Select Import to import a previously designed badge 79 80 Chapter 6 Badge amp Label Design Select Export to export this badge design to a file Save As 2 xl Save in i PassagePoint_Client v4 y er E3 CardScan Registry Entries E License Lobby
145. tation preferences are stored locally on each workstation These preferences tell PassagePoint which building the workstation is in and what printer should be used for badge printing When using Windows Terminal Server and Citrix station preferences are stored on the Windows Terminal Server machine In order for PassagePoint to know the location of the workstation it must ask the user to select the location each time they log into PassagePoint To make PassagePoint ask the location each time select File Configure on the Client 1 Select Users Accounts from the menu 2 Select the User Account to be used with Citrix and click Modify 3 Click the User Terminal Server Settings check box 4 Click OK to save changes 208 Chapter 18 Special Configurations Lobbies Once PassagePoint knows in which location the workstation is located it will use the associated printer set for that lobby So for each lobby that will use Windows Terminal Server and Citrix the printer must be selected To set the printer for a Lobby 1 2 Launch PassagePoint from that lobby s workstation Select the printer as the default printer in Windows Perform a test print from the driver properties to confirm connec tivity Select Configure from the File menu Select Building Lobbies from the menu Select the Building and click Modify Select the Lobby and click Modify Select the printer from the menu STOPware PassagePoint 4 5 209
146. tc An example of a Search Base might be _DC sj DC stopware DC com_ where SI stands for San Jose and stopware iS your company name This setting will vary for each LDAP server If you are not sure what you Search Base is then you need to consult your LDAP administra tor Enter a Search Filter Similar to the Search Base above the Search Filter also constrains the data to be returned Think of the Search Base as limiting the type of object and the Search Filter as limiting which obects are to be included in your search Use _ sn _ if you do not wish to limit the data returned STOPware PassagePoint 4 5 227 Administrative Guide 5 Enter a User Name and Password This must be a user who has permission to view all the objects you may be searching for 6 Click Map Lookup Fields to map the LDAP attributes to the Pas sagePoint fields This will open the Directory Lookup Mapping window Select an attribute type from the LDAP System list and select the corresponding field from PassagePoint list the click the Map button Repeat this step for all the PassagePoint fields which you wish to view and populate when search for directory data Note At a minimum you must map the Unique Value BS field When you are finished OK this window to save your changes Enterprise Database Setup The PassagePoint Enterprise Edition is able to use SQL Server or Oracle as the primary database To learn more about connecting to an Enterp
147. that the server reserves for data records indexes record addresses and so on The default set ting is 2480 Kb Application Main Memory This option allows you to tell the server how to request additional memory from the Windows operating system the maximum number of blocks and the size of each block The default setting is 11 blocks at 10240 Kb for each block 60 Chapter 4 Server Configuration STOPware PassagePoint 4 5 Administrative Guide 5 Web Pre Registration Configuration 61 Starting the Web Server The PassagePoint Web Pre Registration Module is a built in web server that allows people within the organization to preregister visitors prior to their arrival The web server will start automatically upon launch of Pas sagePoint Server No additional software or configuration is required To confirm that the web server is running check the Server Process window to see if the Web Server is running You will not need to use the Web Server menu to Note start or stop the web server Once the Web Pre BS Registration Module license has been added the Web Server will launch automatically 62 Chapter 5 Web Pre Registration Configuration izi PassagePoint Enterprise Edition STOPware Inc 10 xi PassagePoint Server 3 f 3 1997 2002 STOPware Inc Structure PassagePoint 4DC Connected User s 1 O Data File PassagePoint 4DD Processes Running 8 Fd Log File Total Memory 5345
148. the PassagePoint server is listed click OK and skip to step 6 If not continue Connection to Server 1 xi Recent TCP IP Custom Name and Address of a Server published with TCP IP Database Name PassagePoint ex accounting Network Address fi 92 168 254 15 ex accounting company com or 192 121 122 123 Click the Custom tab and Enter PassagePoint into the Database name field In the Address field enter the IP address of the server machine as noted in step 2 Alternatively you may use the full domain address of the server instead Click the OK button A login window will appear Enter ADMIN for the user name and leave the password field blank Click the Login button STOPware PassagePoint 4 5 23 Administrative Guide i User Authentication User Name Password The PassagePoint Setup Wizard will appear and walk you through the serialization process Please follow the on screen instructions This is where you will use the serialization card Welcome to the Setup Wizard Setup Wizard Step 1 of 7 rInformation Welcome This setup Wizard allows you to easily configure this application To get started click the next button and fill in the information as required If you are not the administrator exit this wizard by clicking the Exit Setup button EA Et Setup 24 Chapter 2 Getting Started amp Installing 8 The Workstation Con
149. the IntranetModule Directory Because of the way PassagePoint serves these pages any changes to these pages must be done to the files directly on the server Be careful not to remove any of the embedded tags used by PassagePoint It is recommended to use a text editor or high end html edit tool instead of using other WYSI WYG tools that may alter the look or functionality of the pages Using Custom Field 1 on Web Page During the pre registration process users can enter data into the Custom Field 1 This field can be used to capture additional information not already requested To change the title of this field or to make it a required field refer to the Custom Fields section of this manual Default TCP HTTP Port PassagePoint Web Pre Registration uses the default TCP IP port 80 for web services This can be changed on the server If you do change it you should use a number greater than 3 000 Most port numbers below 3 000 are reserved for standard international use Note If you are using IIS with PassagePoint make sure E the port number in PassagePoint and the Adisapi ini file are the same Changing the Default Port Number select File Menu from the Server Screen gt Database Properties 1 Select the Web Server tab STOPware PassagePoint 4 5 71 Administrative Guide 2 Change the TCP port setting 3 Click OK to save changes and restart the server 72 Chapter 5 Web Pre Registration Configuration S
150. tion In addition this allows the server to run while the com puter is locked Registering PassagePoint 1 2 Launch PassagePoint Server from the icon Select Register as a Service from the File menu Exit the PassagePoint Server application Open the Services window from the control panel Located under Administrative Tools in Windows 2000 and XP Set the service options as needed i e Automatic If there is no printer driver installed on the server an error message will appear when the server is Note launched This error message will prevent the BS service from loading Please refer to Printer Driver on Server Machine earlier in this section for information on how to avoid this error message Once registered as a service PassagePoint Note should be launched from the services window or g automatically on startup Double clicking the icon will not launch PassagePoint as a service STOPware PassagePoint 4 5 53 Administrative Guide Unregistering PassagePoint 1 2 3 4 Stop the PassagePoint service Launch PassagePoint Server from the icon Select Unregister this Database from the File menu Exit the PassagePoint Server application Optimization Setting for NT Windows NT Server 4 0 allows you to tune the machine to maximize per formance On NT go to Network in the Control Panel Select the Services tab Select Server and click Properties Select Maximize throughput f
151. tion menu Main Building Main Campus Llama PY nine mb ln Aimar Changes for workstations will take effect at next login OK Cancel 137 138 Chapter 10 Buildings and Lobbies 3 Don show Any Location option in destination menus 4 Select this option to remove the Any Location choice from the Destination menus used throughout PassagePoint and in the Web Pre Registration Buildings By default the Main Building is created by PassagePoint This can be renamed by the Administrator by modifying the record To Modify a Build ing Record 1 Select the building to modify from the listing in Configuration screen 2 Click the Modify button The building record will be displayed xi Buildings Building Name Main Building General Settings Advanced Settings Address City State Post Code Campus Main Campus y Edit r Floors r Lobbies 4 FloorName Ground Floor Main Lobby sj zl New Modify Delete New Modify Delete OK Cancel 3 Once the changes have been made click the OK button to save your changes STOPware PassagePoint 4 5 139 Administrative Guide General Settings Building Name The Building Name field is what gets displayed in the destination menus used throughout PassagePoint Be as descriptive as possible For exam ple you may wish to include the address of each building in the Building Name
152. tion section of this manual for more informa tion Making periodic manual copies and archives of the data file Passage Point 4DD and PassagePoint 4DR It is recommended that some sort of backup process be used to ensure the safety of the data Rebuilding Indexes Rebuilding indexes is not normally necessary PassagePoint automatically handles indexes At times however it may be necessary to manually rebuild the index table 1 2 Launch PassagePoint using the admin password Select Configure from the File menu Select Admin Tools from the menu Click the Rebuild Indexes button Confirm that you wish to pro ceed A status window will appear during the operation STOPware PassagePoint 4 5 225 Administrative Guide Data Replace Tool Use the Data Replace tool to replace the security level or Primary destina tion with some other value Select File gt Config gt Other gt Admin Tools 1 Select date range category location and the field either security level or destination 2 Replace field gt data in field you are looking to match with field gt new data Reset Numbers To Reset Numbers select File Configure Other Admin tools 1 Select the Reset Numbers button 2 Click ok to confirm 3 The Reset Numbers window appears Select the table to modify 4 Select the Change Base Number button 5 Enter the new number 6 Click Done to continue Access Control Integration PassagePoi
153. tions PassagePoint can be installed two ways Networked using Client and Server software or on a single workstation using the Standalone option Both options are available on the installation CD 1 2 Chapter 1 Introduction Greeting Visitors How a company chooses to use PassagePoint to greet visitors and pro cess each visit is largely based on their security policies traffic volume and corporate philosophy For this reason PassagePoint can be used in various configurations Listed below are the three most common configu rations Configuration 1 PassagePoint on Reception Computer Only Receptionist enters visitor information into PassagePoint and prints visitor badge Configuration 2 PassagePoint on Visitor Sign in Station Kiosk Com puter Only Visitor enters information into PassagePoint using Visitor Sign in inter face and badge prints once all required fields are entered Configuration 3 PassagePoint on Visitor and Reception Computer Visitor enters information into PassagePoint using Visitor Sign in inter face the receptionist then verifies the information and or makes changes at the receptionist s computer and then prints the visitor badge PassagePoint allows you to use different configurations in different lob bies For example you may want to have the visitor sign in station in a high profile lobby but have the receptionist enter the information at another lobby Refer to Adding a New Sign
154. tory Definable Fields Visits Enterprise Database Event Log Options Features Other Admin Tools Permission List Product Licenses Duplicate New Modify Delete Security Alerts Cancel 104 Chapter 8 Sign in Station Profiles Adding a New Sign in Station Profile 1 Login as the Admin user 2 Select File menu Configure Sign in Station Profiles 3 Click the New button Modifying a Sign in Station Profile 1 Login as the Admin user 2 Select File menu Configure Sign in Station Profiles 3 Select a profile to modify 4 Click the Modify button Deleting a Sign in Station Profile 1 Login as the Admin user 2 Select File menu Configure Sign in Station Profiles 3 Select a profile to delete 4 Click the Delete button A dialog will appear asking if you want to delete this profile 5 Click the OK button STOPware PassagePoint 4 5 105 Administrative Guide Duplicating a Sign in Station Profile 1 2 Login as the Admin user Select File menu gt Configure gt Sign in Station Profiles Select a profile to duplicate Click the Duplicate button A dialog will appear asking if you want to duplicate this profile Click the OK button The duplicated profile will appear Sign in Station zi Sign in Station Station Info Settings Front Screen Screen 2 Screen 3 Options Login Name Password Change Reset Category Choices Y E
155. ue Enter the default password value into the field or click the User Name option to activate this option Regular Expression Password Filter The Regular Expression Password Filter allows for advanced password fil tering It is possible to enter almost any sort of restriction on passwords using this filter For more information on Regular Expression syntax check your local book store or references online Examples secret this would prevent the use of the word secret as a pass word password this would prevent the use of the word password as a password stopware this would prevent the use of the word stopware as a password STOPware PassagePoint 4 5 Administrative Guide 8 Sign in Station Profiles 103 PassagePoint allows you to create Sign in Station Profiles that use a spe cial interface for visitor self registration A Sign in Station Profile can be tai lored in many ways to work and look just the way you want In most cases one Sign in Station Profile is all that is needed even for multiple locations If necessary additional profiles can be created for varying requirements in locations Managing Sign in Station Profiles To Manage Sign in Station Profiles select File menu gt Configure gt Sign in Station Profiles a p L zd Confi tion amp Pref i Coni iguration amp Preferences a ect Access Control Integration Sign in Station Profiles Definable Fields Direc
156. uide 3 Configuring Workstation Preferences PassagePoint uses local settings for each workstation to provide the max imum amount of flexibility and control These settings tell PassagePoint where the workstation is located which lobby and which printer it should use when printing a badge This information is kept in a preferences file called LobbyPrefs ini stored in the PassagePoint directory inside Pro gram Files Setting Station Preferences the First Time The first time PassagePoint is launched the Configuration Wizard will be displayed The Configuration Wizard will guide you through the basic set tings for the workstation If you need to adjust advanced settings use the Station Preferences option under the File menu 32 Chapter 3 Configuring Workstation Preferences Using the Configuration Wizard The Configuration Wizard will guide you through the following settings Selecting a Printer for badge printing Each workstation can have different printer settings This allows you to have different printers badge sizes etc at each location From the menu select the printer to use when printing badges Click the Next button when finished If the printer driver is not available or has not been installed select any available printer and click the Next button Refer to Changing the Sta tion Preferences later in this manual for how to change the printer setting Workstation Setup Wizard Select a Printer for Printing
157. ures nnana aana 187 Enabling Vehicle Features 20 00 silere 187 Enabling Safety Training Features 0 00000 eee ee eee 187 Enabling Video Features 0 0 c cece eee 187 Other Options gine x asta id 187 Hiding extra fields during new entry llli leeren 187 Automatically Export visitor data monthly o o oo 188 Display NDA gast ee BAe a age ee Me VES 188 Capture Signatures ea oieee t EVAREN ees 188 Re display Agreement after 0 2 2 ee 188 RUNNING Totals x3 50h oe Siete eu aaa id 188 Managing Access Cards 20000 eee eeee 189 Chapter 17 License amp Serial Number Eicensed T0 3 2 Se Ae odds be ea a Se ee 192 FOF LOCATION eov a tes EE OR la da ES A MO 192 ICA SOS Posing et eh ae at DESEAS A DU Re a 192 Company Information 0 00 cee eee ee 192 Serial Nurmb ers 5 255 2 ri ale wep es da 549 a opm 193 Entering the Serial Number the First Time 193 Adding Additional Licenses o oooooooo oo 194 Chapter 18 Special Configurations Photo Capture 1 2 554 1 89 ada ee RE Ae 195 Hardware Requirements llslssu 195 Software Requirements 000 cece eee eee eee 196 Photo Capture System Setting 196 Photo Capture Licenses 20 0 000 cece ees 197 Workstation Settings 0 0 0 ee ae 198 Enabling the Photo Capture Feature for User Accounts
158. ve the Vehicle feature enabled in the Options Features section of the Configure screen j x Configuration amp Preferences Ea Options Features Business Hours 8 004M To 5 00 PM F Use workstation s clock for time amp date stamp Definable Fields Directory Definable Fields Visits IV Enable Vehicle Features Directory Auto Import Enable Safety Training Features Enable Video Playback Features Automatically Export Visitor Data Monthly _ Run Now Hide extra fields when entering walkup visitor Nightly Clean up Start Time pio Run Now Re import Government Watch List Each Night FT Display NDA to Visitors Capture Signature Re display Agreement after 1 months F Show Running Totals In Explorer TRAE RAT T Changes for workstations will take effect at next login OK Cancel To Import vehicles you must have the following items A Unique Value i e Employee ID in each directory record e A text import file that includes the Unique Value i e Employee ID and the related vehicle information PassagePoint uses the Unique Value field in each directory record to link the vehicle information to the appropriate directory record 132 Chapter 9 Importing amp Exporting Data For this reason the Unique Value field is required in the directory records and must be in the vehicle import file 2d Configuration amp Preferences Definable Fields Directory Definable Fields
159. w the changed field labels open the Directory screen STOPware PassagePoint 4 5 167 Administrative Guide Map to Visitor Custom Field To the right of each Custom Field label is a drop down menu containing the list of definable fields for the visit table Select one of these fields to create a link between the Directory Custom Field and Visitor Custom Field Editing Lists PassagePoint uses lists to provide easy to use menus These lists can be modified to include your own custom menu options The lists include Arrival Instructions e Courier Departments Package Types Purpose of Visit e Security Level Citizenship Classification UserField 1 UserField 2 Note Some lists such as Destination and Category can BS be edited in the Configure screen 168 Chapter 13 User Definable Fields amp Lists Managing Lists To Manage Lists select File Menu Select Edit Lists Lists Hold in Reception and ca Send in no need to call Add Item Delete Item Alphabetize Re Order To Sort a List The order of the list can be set manually by entering a number in the order field for each item and then click the Re order button You can automati cally sort the list in alphabetical ascending order by clicking the Alphabet ize button STOPware PassagePoint 4 5 169 Administrative Guide To Add a New List Item 1 Click on the List s Item you wish to edit 2 Cli
160. with a specific domain address For example if the directory only contains Email user names without the mydomain com then enter mydomain com into the Domain field and PassagePoint will automati cally append each address when mail is sent Email Options Notify Host Sponsor when Visitors Sign In This option turns on off the ability to Email the visitor announcement to hosts Format Button The email from receptionist to host can be formatted to include additional information It works like a mail merge program Create an email and insert the fields by double clicking 160 Chapter 12 Email Features E E Email Format To Host s Email Address in Directory Record From User s Email Address or Default From Address n insert fields khe tert whee Available Fields lace your curser in the text where Visitor Full Name you want the field and double click Visitor Company on the field name to insert Visitor First Name Or Drag the field name from the list visitor Last Name and drop it onto the text area It will Arrival Date be added to the end of the text Arrival Time ha Subject Visitor Notification Email Message Visitor Full Name representing Visitor Company has arrived im the Arrival Lobby Default OK Cancel Notify when Property is Overdue This option turns on off the automatic notice to employees who have over due property Notify Recipient whe
161. workstation click the check box Click OK when finished Setup Wizard Workstation Setup Wizard E Signature Capture Setup Instructions skip this option It is possible to capture a visitors signature for visitor agreements NDAs delivery pickups and property checkouts If you have or plan to have a compatible signature device connected to this workstation click the box below Click Next when finished orto Back Next Exit Setup 35 36 Chapter 3 Configuring Workstation Preferences Driver License Passport Scanner Setup Passage Point can use a Driver License Scanner to capture visitor data If you have a driver license scanner attached click the Check box Click Next when finished Workstation Setup Wizard Driver License Passport Scan Setup Setup Wizard Instructions It is possible to scan information from a driver lioense or passport into PssssgePoint using a scanner If you have a Drivers License or Passport scanning device attached to this workstation kec the box below and clic the Calibrate Confiure button Click Next when finished or to skip this option have a driver license scanner Calibrate Exit Setup Back Drivers License Scanner Serial COM Port fi E Baud Rate 8600 x Done Note If the Driver License Scanner is a serial device click the Configure LS button to set the port and

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