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MAN047 - Microtrak Evolution .NET User Guide

1. Flash timed or Off MICROTRAK EVOLUTION NET USER peed Facility Management gt Add Alarm Handler gt Reports This option allows a report to be generated when the alarm handler is invoked To enable this option tick the Enabled checkbox and then select the report you wish to run from the list NOTE No reports will be listed if they have not been previously setup MICROTRAK EVOLUTION NET USER Sa Facility Management gt Add Alarm Handler gt Network This option allows a message to be sent for use by an external program The IP Address Port number and Message type can be specified To enable this option tick the Enable checkbox Add the other details as required MICROTRAK EVOLUTION NET USER peed Facility Management gt Add Alarm Handler gt Zones Clear This option allows a zone to be automatically cleared after a specified input is activated To enable this option tick the Enable checkbox and then the checkbox against the required zone in the list MICROTRAK EVOLUTION NET USER posed Personnel Management The Personnel Management module is used to setup and manage the people in the system An individual person can be added to the system using the Add Person dialogue box or groups of people can be added using Import Person List from the File menu After a person has been added to the personnel database their name will appear in the personnel list Once in the list they can be assigned access rights that determine where an
2. e Ensure that the Microtrak Evolution Service is running in Control Panel gt Administrative Tools gt Services e Edit the MEService exe config file in the Program Files gt Feedback Data Ltd gt Microtrak Evolution NET gt Service folder Increase the CheckDatabaseAttempts value The service will need to be restarted after this The Area Controller is shown as nactive in the software e Ensure that the Access Controller Service is running in Control Panel gt Administrative Tools gt Services e Ensure that the Acf ve checkbox is ticked in the Access Controller properties dialog e Edit the AccessControllerService exe config file in the Program Files gt Feedback Data Ltd gt Microtrak Evolution NET gt AC folder Increase the CheckDatabaseAttempts value The service will need to be restarted after this A Door Controller does not appear automatically within the software e Ensure that the Access Controller Service is running in Control Panel gt Administrative Tools gt Services e Ensure that the Active checkbox is ticked in the Access Controller properties dialog e Ensure that the correct Server ID or Server Port has been assigned to the Door Controller they must match the IP address and port number of the Access Controller Check using the Door Discovery utility e Ensure that the TerminalID has not been duplicated every Door Controller in the system must have a different ID Check using the Door Discovery utility e Ensure that the
3. A Holiday Period will normally be used to restrict access when the organization is closed To add a period click on the Add Holiday Period link in the navigation window Give it a Name and Description as required Use the mouse to Drag and Drop the required start and end dates for the period in the New Holiday Period window By default every day of a holiday period is a full day To alter the time use the mouse to drag and drop the bar to the required time fine adjustment can be carried out in the Start time and End time combo boxes You can add as many individual dates or groups of dates to a period as required Click on the Add link and it will be added to the system MICROTRAK EVOLUTION NET USER pose Facility Management gt Add Override Period An Override Period defines a period with a start and end date Normally the time is set for all day but this can be changed if required Multiple dates can be defined in a single Override Period and they can be consecutive or random Alternatively separate Override Periods may define each separate date Override Periods are used in the same way as Holiday Periods except they are used to allow temporary changes to the normal Time Profile For example holiday cover or temporary overtime To add a period click on the Add Override Period link in the navigation window Give it a Name and Description as required Use the mouse to Drag and Drop the required start and end dates for the period in the Ne
4. a member of a Personnel Group by right clicking their entry in the list and selecting Choose Rights All of the personnel groups that have been created will be visible Selecting None will prevent that person from using the system Alternatively a person can be assigned custom access rights by right clicking their entry in the list and selecting Custom Rights A dialogue similar to Add Personnel Group opens and is used in exactly the same way except it will not appear in the objects tree and cannot be used for other personnel The word Custom will appear in the Personnel Group column of the personnel list instead of a personnel group name MICROTRAK EVOLUTION NET USER posed Personnel Management gt Add Badge Design The optional Badge Production module allows different badges to be designed and printed to suit the site management Click on the Add Badge Design link in the navigation window Enter the required Name and any Description Using the available design tools from the menu bars that will appear produce the design required on the area in New Badge Design window Text Barcodes Boxes Circles and Images can all be added to the design Data sources for text magstripes and barcodes can be specified Designs can be saved to either the database or as a file If saved to the database the design will appear in the tree This can then be assigned to an individual or multiple personnel via Drag and Drop NOTE Designs are saved to the d
5. configured and it can be named and saved in the tree Any number of configurations of each report may be saved and re used as often as required NOTE that most reports include dates which may need to be updated before re use Reports can be viewed on screen and can also be printed to one or more printer There are an amount of pre configured Simple Reports available Badge Activity Booked Visitors Card Expiry Door Activity Hardware Last Badge Events Personnel Group User Activity Visitor History Visitors On Site and Zone Report To use one of these right click on it in the navigation window and select Add Report The New Report dialog will appear with the selected filter criteria Give the new report a Name and Description as required and specify the times and dates to be used To produce the report immediately click on the Execute link To save the report for future use click on the OK button To setup how the report will be displayed click on the Page setup link To filter the columns shown in any report click on the arrow next to the column heading The report content can be made visible or hidden by clicking on the or symbols A report can be exported in either xls or pdf formats To do this simply right click on the report results and select Export To print the report right click on the results and select Print Add Report MICROTRAK EVOLUTION NET USER ie Reports gt Add Report To add a custom report click o
6. is set the action will continue until it is overridden or the Door Controller loses power Alternatively the Door Violation and Egress events can initiate an alarm handler instead of using an output by selecting the appropriate handler from the drop down list MICROTRAK EVOLUTION NET USER pose Facility Management gt Door Controller Setup gt Door Setup gt Inputs All of the inputs on the Door Controller can be programmed for different purposes Some will be used to monitor or open individual doors while others may be used to raise an alarm or alert a supervisor Input Type there are several different input types Egress used to activate the relay to open the door Monitoring used to identify if the door is open or closed Response used to trigger an alarm handler Free only creates an event record in the real time monitoring logs Fire used to trigger a high priority response typically to lock or unlock doors Active the active state of an input can be Closed or Open Alarm Handler this is a particular defined event that will happen when the input becomes active Message a user definable message that will occur when the input is activated MICROTRAK EVOLUTION NET USER posed Facility Management gt Door Controller Setup gt Door Setup gt Door Time Profiles Time profiles may be applied to individual doors to restrict or allow access at different times each day or for a number of days such as national
7. minimum resolution is 0 125 second NOTE These settings will be ignored if no input has been selected for monitoring the door Fire Monitoring Alarm handler select the name of the alarm handler to be used in response to an input from a fire alarm panel An alarm handler specified for Fire Monitoring is treated with higher priority than other alarm handlers MICROTRAK EVOLUTION NET USER peed Facility Management gt Door Controller Setup gt Door Setup gt Indicators Any of the outputs on the Door Controller can be used to indicate one of several states or events to the system users Often they will be connected to the LED indicators on the reader but may also be connected to other visible or audible alarms Door Controlled the action that will occur when the door is in a controlled state Door Open the action that will occur when the door is in an open state Door Locked the action that will occur when the door is in a locked state Door Forced the action that will occur when the door is forced open Door Left Open the action that will occur when the door is left open Egress the action that will occur when the egress button is pressed For each of the above an Output can be selected from the drop down list Either eight or five outputs will be available depending on the type of Door Controller When an output is selected its action can be defined as ON or FLASH A timed duration can be set or if no duration
8. number of Door Controllers allowed by the current license has not been exceeded No transactions are appearing in the software e Ensure that the Access Controller Service is running in Control Panel gt Administrative Tools gt Services e Ensure that the Door Controllers are part of an Area in the software Ensure that the Door Controllers are set as Active in the software e Ensure that the Door Controllers have the correct Media Type setup in the software e Ensure that the cabling connections between the reader and the Door Controllers are correct e Ensure that the media being used is the correct type for the reader and has valid data encoded on to it No transactions are appearing in the software from a particular Door Controller e Ensure that the Door Controller is part of an Area in the software e Ensure that the Door Controller is set as Active in the software e Ensure that the Door Controller has the correct Media Type setup in the software e Ensure that the cabling connections between the reader and the Door Controller are correct e Ensure that the media being used is the correct type for the reader and has valid data encoded on to it MICROTRAK EVOLUTION NET USER T i Contact Us For further information about Feedback Data and the range of products that we offer go to our web site at www feedback data com It also offers an extensive support section including downloadable software manuals product information and remote s
9. up the doors General Operations Indicators Inputs Time Profiles Readers MICROTRAK EVOLUTION NET USER peed Facility Management gt Door Controller Setup gt Door Setup gt General Name the name of the door controller as it will appear in the software MICROTRAK EVOLUTION NET USER peed Facility Management gt Door Controller Setup gt Door Setup gt Operations A door is controlled by following a set of rules for the hardware physically connected to the door Typically these will include a relay to energise the door lock and inputs to monitor when the door is open Sometimes an input from a fire alarm is used to unlock the door to help with evacuation The Door Operations dialogue box specifies details for these tasks Door Relay Ouput select which relay is controlled by this door Latch time how long the relay is active minimum resolution is 0 125 second The default value of 4 seconds suits most situations A shorter time may be used for motor driven turnstiles and barriers and a longer time may be required for wheelchair access etc Door Monitoring Ajar Time period of time that the door can be left open before generating an alarm minimum resolution is 0 125 second Grace Time period of time between a successful door open action and generating a door forced alarm minimum resolution is 0 125 second Forced Time period of time that the door can be forced open before generating an alarm
10. Access Controller according to the rules established by the GUI The configuration details are remembered by each Door Controller allowing them to always operate using the most recent access rules even when they cannot communicate with the Access Controller When a Door Controller is connected to the network it must be configured using the Door Discover utility It will then be added to the Hardware Hierarchy tree automatically It is not normally necessary to add a Door Controller manually but if required click on the Add Door Controller link in the navigation window First check for reasons why it is not appearing automatically In particular check for the following The wrong Server ID or Server Port they MUST match the IP address and port number of the Access Controller Duplicate TerminalID every Door Controller in the system MUST have a different ID Exceeding the number of Door Controllers allowed by the current license After a door has been added it must be configured to suit the hardware connected to it To carry out any editing of the parameters right click on the controller in either the hardware tree or on the Structure Panel MICROTRAK EVOLUTION NET USER cn Facility Management gt Door Controller Setup A Single Door Controller can control one physical door with entry and exit readers Dual Door Controllers can control two physical doors with entry readers only or one physical door with entry and exit readers Door Con
11. ISO 9001 Registered feedback S 2 SOFTWARE USER MANUAL For Microtrak Evolution NET MAN047 07 November 2012 MICROTRAK EVOLUTION NET USER cn Getting Started Microtrak Evolution NET consists of easy to use intuitive modules They cover the main areas of operation User Management Personnel Management Facility Management Real Time Monitoring Reports and optional Visitor Management Each of these modules is designed to carry out specific tasks and display information appropriate to its function within the software Between them they enable every aspect of an access control application to be realised The software has been designed for ease of use and as such its operation makes extensive use of both Drag and Drop and right click functionality no need for lots of menu bar options although of course tasks can be carried out this way if required The layout is in a familiar style which should aid navigation MICROTRAK EVOLUTION NET USER peed User Management The User Management module controls who can use the software Templates describe which software modules are visible to an individual or group of individuals when the GUI is running and a password is needed to open the GUI Passwords can be fixed by the Administrator or individuals can be allowed to change them Add Template Add User MICROTRAK EVOLUTION NET USER posed User Management gt Add Template To add a user template click on the Add Template l
12. K EVOLUTION NET USER posed Personnel Management gt Add Person gt Details Click on Details to add access right information Status Access granted from Access granted until and Unlimited Access as required Select the persons Status from the drop down list Permanent default Visitor Contractor and Part Time The status field can be used to filter logs and reports Select a date using the drop down calendar in the Access granted from box The default is the current days date Tick the Unlimited Access box or select a date in the Access granted until box The default is Unlimited The Department field is used to separate people on a Zone Report and is particularly useful when the report is printed for use as a fire muster list When these details have been added click on the OK button to add the individual to the system MICROTRAK EVOLUTION NET USER ie Personnel Management gt Add Person gt Additional Information This allows you to enter details into custom specified fields that have previously been configured via the Configure Additional Information option When these details have been added click on the OK button to add the individual to the system MICROTRAK EVOLUTION NET USER pose Personnel Management gt Add Personnel Group Personnel Groups allow people with the same work patterns to be given the same access rights Personnel Groups can relate to individual departments shifts or job functions A Personnel Group d
13. OTRAK EVOLUTION NET USER v i Facility Management gt Add Alarm Handler gt E mail This option allows an email to be sent to the specified address with a particular message when the alarm handler is invoked To enable this option tick the Enable checkbox Add the other details as required MICROTRAK EVOLUTION NET USER peed Facility Management gt Add Alarm Handler gt Message Box This option allows a dialog box to appear with a particular message when the alarm handler is invoked To enable this option tick the Enable checkbox Add the other details as required MICROTRAK EVOLUTION NET USER peed Facility Management gt Add Alarm Handler gt Door State Override This option allows any door on the system to perform a specified action when the alarm handler is invoked To enable this option tick the Enable checkbox Select the doors that you want to control with the handler Choose the action that you wish to occur from Controlled Locked or Open MICROTRAK EVOLUTION NET USER pose Facility Management gt Add Alarm Handler gt Door State Outputs This option allows any of the door controller outputs and or relays to be operated when the alarm handler is invoked To enable this option tick the relevant checkbox that applies to the output you wish to generate Choose from Relay 1 Relay 2 Output 1 Output 2 Output 3 Output 4 Output 5 Output 6 Output 7 or Output 8 The available output actions are None On On timed Flash
14. Zone Attendance window use the toolbar on the right hand side MICROTRAK EVOLUTION NET USER posed Real Time Monitoring The Real Time Monitoring module allows different aspects of how the system is being used to be viewed in real time Details of what is displayed and how it is ordered can be configured to suit specific requirements The main window shows all events and separate windows can be used to view events associated with system changes door access zone attendance and alarms To configure the columns to be shown right click on the All Events window and select Configure columns The columns to be made visible and or hidden can be selected from the Column configuration dialog box To use the Add Edit Events option click on the link in the menu and then the Add new window link in the Events window editor dialog box Change the title field as required by default it is named New event window 1 Select Local if you want the new window to be shown as a tab If not it will be a new separate window Select one or more checkboxes in access group and or alarm group and or system group Click on OK when finished The new window will have been created and displayed in the way chosen Configure the columns to be displayed as previously described MICROTRAK EVOLUTION NET USER cn Reports The Reports module allows reports to be set up according to the type of data that is being analysed A report may be executed immediately after it has been
15. amp Emergency etc An Area may have as few as one controlled door and doors may appear in more than one area It is also possible to have areas within areas To add an area click on the Add Area link in the navigation window Give it a Name and Description as required Drag and Drop the required doors into the New Area window and then click on OK To carry out any editing of the area right click on the item in either the hardware tree or on the Structure Panel NOTE Doors must be added to an area before access control can be implemented MICROTRAK EVOLUTION NET USER posed Facility Management gt Add Zone If there is a need to know who is in a specific room or location then the Zone feature can be used A Zone is a special Area that has defined in and out readers thus it is possible to maintain a log of who is within the zone It is important that the doors associated with a Zone are permanently controlled A Zone can be secured to prevent badges from being passed from one user to another A user cannot enter a secured Zone if the badge is already logged as being in the Zone or from a non adjacent Zone To add a zone click on the Add Zone link in the navigation window Give it a Name and Description as required Drag and Drop the required readers into the New Zone window and designate them as either n or Out readers Click on OK To make the zone secure tick the Secured checkbox MICROTRAK EVOLUTION NET USER posed Facility Manageme
16. and it will be added to the system MICROTRAK EVOLUTION NET USER pose Personnel Management gt Configure Additional Information This option allows extra fields to be added to the database for any custom information required e g car registration telephone number etc Click on the Add field link and enter the required field name into the Name text box and then select the Type of field from the available options in the drop down box To remove a field click on the Remove field link MICROTRAK EVOLUTION NET USER posed Personnel Management gt Zone Attendance To manually manipulate people in a zone right click on the Zone Attendance window Add person to zone You can add a person or people to a zone simply by selecting them from the list and then picking the required zone from the drop down box Click on OK and they will be added Move person to zone You can move a person or people to a different zone simply by highlighting them in the Zone Attendance window right clicking and selecting the required zone under the Move person to zone option Remove person from zone You can remove a person or people from a zone simply by highlighting them in the Zone Attendance window right clicking and selecting the Remove person from zone option Clear zone You can clear a zone completely simply by right clicking on the Zone Attendance window and selecting the required zone under the Clear zone option To change the viewing options of the
17. atabase by default MICROTRAK EVOLUTION NET USER pose Personnel Management gt Add Time Profile A Time Profile defines one or more periods for every day of the week Typically they are used to restrict or allow access at different times of day on a regular basis and do not make any reference to the date Different time profiles may be set up for different groups of people so it is wise to choose a description that has meaning to the organizations management system such as Normal Office Hours Admin Staff Visitors etc A Time Profile can contain more than one period within the same day and periods can be copied from one day to another To add a profile click on the Add Time Profile link in the navigation window Give it a Name and Description as required Use the mouse to Drag and Drop the required start and end times for the profile in the Time Profile window Fine adjustment can be carried out in the Start time and End time combo boxes There are extensive right click options here as well MICROTRAK EVOLUTION NET USER peed Personnel Management gt Add Holiday Period A Holiday Period defines a period with a start and end date Normally the time is set for all day but this can be changed if required Multiple dates can be defined in a single Holiday Period and they can be consecutive or random Alternatively separate Holiday Periods may define each separate date For example Christmas and Easter can be defined as separate Holid
18. ay Periods or grouped in a single Holiday Period defining all public holidays A Holiday Period will normally be used to restrict access when the organization is closed To add a period click on the Add Holiday Period link in the navigation window Give it a Name and Description as required Use the mouse to define the required start date end date and time for the period Fine adjustment to the time can be carried out in the Start time and End time combo boxes Click on the Add link and it will be added to the profile Click on OK to add it to the system MICROTRAK EVOLUTION NET USER pose Personnel Management gt Add Override Period An Override Period defines a period with a start and end date Normally the time is set for all day but this can be changed if required Multiple dates can be defined in a single Override Period and they can be consecutive or random Alternatively separate Override Periods may define each separate date Override Periods are used in the same way as Holiday Periods except they are used to allow temporary changes to the normal Time Profile For example holiday cover or temporary overtime To add a period click on the Add Override Period link in the navigation window Give it a Name and Description as required Use the mouse to define the required start date end date and time for the period Fine adjustment to the time can be carried out in the Start time and End time combo boxes Click on Add Click on OK
19. d when they are allowed to go around the site A photograph can be associated with each user either from a file or a local camera A person is normally assigned access rights as a member of a Personnel Group Add Person Add Personnel Group Add Badge Design Add Time Profile Add Holiday Period Add Override Period Configure Additional Information Zone Attendance MICROTRAK EVOLUTION NET USER Th i Personnel Management gt Add Person To add a person click on the Add Person link in the navigation window General Details Additional Information When these details have been added click on the OK button to add the individual to the system NOTE An existing list of personnel can be added via the Import Person List option that is available under the File menu MICROTRAK EVOLUTION NET USER i Personnel Management gt Add Person gt General Enter the General details into the relevant fields Title First Name Last Name Initials Card ID and PIN as required If the Personnel group already exists select it from the drop down list NOTE The three asterisked fields Last Name Initials and Card ID are mandatory The OK button is unavailable until these three fields have been populated The other fields are optional but they are often helpful when searching for people in the database The PIN is used in addition to the Card ID to provide additional security for sensitive areas or at particular times of day MICROTRA
20. data from the Door Controllers Normally one Access Controller is required on each site When Secured Zones are used the Access Controller manages the zone rules To do this it must be able to communicate with the Door Controllers assigned to a zone at all times To add an access controller click on the Add Access Controller link in the navigation window Give it a Name and Description To make it active on the system tick the Active checkbox The other criteria depend on the area controller having been setup previously The ID String is the identifying name given to the area controller which is dictated in the AccessControllerService exe config file usually during installation The IP Address is the network identifying address of the area controller service The State indicates whether the area controller service is running or not If it is not no communication between the software and hardware will take place To carry out any editing of the access controller parameters right click on the controller in either the hardware tree or on the Structure Panel MICROTRAK EVOLUTION NET USER i Facility Management gt Add Door Controller A Door Controller is required for every door that is being controlled Single Door Controllers contain sufficient resources to control one physical door Dual Door Controllers can control two physical doors with entry readers only or one physical door with entry and exit readers Door Controllers are programmed by the
21. eate Badge Click on Create Badge to add badge and access right information Assign Badge Assign Rights and Card ID Select the badge design to be used from the Assign Badge drop down list This list will only show pre existing designs Select the access rights for this visitor from the Assign Rights drop down list of available Personnel Groups It is good practice to have a group entitled Visitors to avoid any confusion Type the required badge identity into the Card ID text box The Select Photo button allows an existing photograph to be added to the badge The Capture Photo button allows an attached capture device to take a photograph The Print Preview button allows a badge to be viewed before printing The Print button will print the badge to the designated badge printer MICROTRAK EVOLUTION NET USER Sa Visitor Management gt Add Visitor gt Additional Information This allows you to enter details into custom specified fields that have previously been configured via the Configure Additional Information option When these details have been added click on the OK button to add the individual to the system MICROTRAK EVOLUTION NET USER posed Visitor Management gt Book Visit To book a visit click on the Book Visit link in the navigation window This will open the Book Visit dialog box Find the person to whom the visit is to be assigned by using the Company filter if necessary and select them from the Visitor list S
22. ed Facility Management gt Door Controller Setup gt Door Setup gt Reader Setup gt Indicators Any of the outputs on the Door Controller can be used to indicate one of two reader events to the system users Often they will be connected to the LED indicators on the reader but may also be connected to other visible or audible alarms Access Granted the action that will occur when a card is used on a reader and it passes all of the validity tests Access Denied the action that will occur when a card is used on a reader and it fails one or more of the validity tests For each of the above an Output can be selected from the drop down list Either eight or five outputs will be available depending on the type of Door Controller When an output is selected its action can be defined as ON or FLASH A timed duration can be set or if no duration is set the action will continue until it is overridden or the Door Controller loses power Alternatively these events can initiate an alarm handler instead of using an output by selecting the appropriate handler from the drop down list MICROTRAK EVOLUTION NET USER posed Facility Management gt Add Area To aid administration of the system doors can be grouped together into Areas Usually an area will relate to a department or physical location within the site It is wise to give every Area a name that has meaning to the organizations management system such as Sales Offices IT Room Accident
23. efines Areas within the site and the Time Profiles that apply to each Area Holiday Periods and Override Periods can alter the normal working pattern by either denying or allowing access between specified dates When a change is made to the access rights of a Personnel Group it will apply to everyone who is a member of that group Personnel Groups can be nested to make new groups Click on the Add Personnel Group link in the navigation window Enter the required Name and any Description Drag and Drop an Area from the Objects View onto the New Personnel Group to create a bar for that Area The first field of the bar will show the name of the area You can add as many areas as required to a personnel group Drag and Drop Time Profiles onto the second field Holiday Periods onto the third field and Override Periods onto the fourth field of each bar as required You can add as many profiles and periods as you like to each area An icon appears in the field when it is populated W icon means access is allowed Ocon means access is denied By default access is allowed for time profiles and override periods and denied for holiday periods Clicking on the icon toggles its state To remove an item from the bar right click on its name and select Remove When these details have been added click on the OK button to add the group to the system It will appear in the tree on the left Access Rights A person is normally assigned access rights as
24. elect a Visiting person from the drop down list Enter a the vehicle registration number if applicable into the Vehicle No text box Select the visit date from the Visit calendar by clicking on the required day If the visit is over a period of days a date range can be entered by clicking on the start date and then clicking on the end date as required The system will not add a visit if the date has already been allocated to that visitor To see if any existing visits are booked for the date s selected click on the Show Hide Booked Visits button Click on the OK button or to assign further visits the Book Visit button Assign other visits as required and click on the Cancel button to close the Book Visit dialog box The visit will appear in the Visits list with its status Pending Visiting or WJJ Visits can be filtered by company name vehicle reg visit date and status To remove or edit a visit right click on the required one in the Visits list and select the appropriate option MICROTRAK EVOLUTION NET USER posed Visitor Management gt Add Pre printed Badge If it is required that pre existing visitor badges are to be used with the system they can be added to the system as Pre printed Badges Every badge that is added can be assigned to a visitor The system will display which badges are in use and which are available at any one time A badge cannot be re assigned to another visitor until returned Click on the Add Pre printed Badge lin
25. essions You can e mail our Technical Services department at support feedback data com or fill in the online forms on the website
26. holidays To apply a profile use the mouse to Drag and Drop time profiles holiday periods and override periods to each of the boxes Always Open to allow access or Always Closed to restrict access Multiple profiles can be applied to each door if required MICROTRAK EVOLUTION NET USER peed Facility Management gt Door Controller Setup gt Door Setup gt Reader Setup A door can support one reader to control entry only or two readers to control entry and exit Details of each reader can be specified to suit the system plan This must be done carefully so it agrees exactly with how the hardware has been wired to the Door Controller If possible refer to the system diagrams while setting up the readers General Indicators MICROTRAK EVOLUTION NET USER pose Facility Management gt Door Controller Setup gt Door Setup gt Reader Setup gt General Name the name of the reader as it will appear in the software This is useful when a door has two readers such as Reception Door IN and Reception Door OUT The default names are Reader 1 Door Controller name and Reader 2 Door Controller name Physical reader The Door Controller has two reader connectors READER1 and READER2 Select one of the readers from the drop down list according to which Door Controller connector has been used By default the physical reader 1 is attached to Reader 1 and physical reader 2 is attached to Reader 2 MICROTRAK EVOLUTION NET USER pos
27. ink in the navigation bar Give it a name and description as required and click the OK button Right click on the new template name in the navigation tree and select Edit Rights Select the required rights for the template by clicking on the relevant module name in the Template window Click on Apply when you have finished MICROTRAK EVOLUTION NET USER posed User Management gt Add User To add a user click on the Add User link in the navigation window Give it a Username First Name Last Name Password and Template as required and click the Add button MICROTRAK EVOLUTION NET USER posed Facility Management The Facility Management module is used to setup and manage the physical aspects of the system the doors barriers readers and indicators During the specification phase the doors to be controlled and the number of readers associated with each door will have been decided It is often easier to create a diagram to show how these fit in and the floor plan of the building or buildings being controlled Add Access Controller Add Door Controller Add Area Add Zone Add Time Profile Add Holiday Period Add Override Period Add Alarm Handler MICROTRAK EVOLUTION NET USER posed Facility Management gt Add Access Controller The Access Controller is a Windows service that communicates with many Door Controllers It is responsible for keeping the time operation and access rules of every Door Controller up to date and collecting
28. its list with its status Pending Visiting or Completed From here they can Sign In or Sign Out of the system Visitor movements can be tracked and it can be established who is on site at all times Analysis of visitor trends can be viewed in the Reports section Add Visitor Book Visit Add Pre printed Badge Configure Additional Information MICROTRAK EVOLUTION NET USER pose Visitor Management gt Add Visitor To add a visitor click on the Add Visitor link in the navigation window General Create Badge Additional Information When these details have been added click on the OK button to add the individual to the system The visitor will appear in the Visitors list Visitors can be filtered by company name last name first name and visitor s type To remove or edit a visitor right click on the required one in the Visitors list and select the appropriate option MICROTRAK EVOLUTION NET USER io Visitor Management gt Add Visitor gt General Enter the General details into the relevant fields Title First Name Last Name Initials Type Company and Department as required Click on the Add Visitor button and the record will appear in the Visitors list NOTE The asterisked fields are mandatory The Add Visitor button is unavailable until these fields have been populated After adding the number of visitors required click on the OK button MICROTRAK EVOLUTION NET USER posed Visitor Management gt Add Visitor gt Cr
29. k and enter the required Badge name and the Card ID The card ID is the number that is encoded onto the badge and is valid on the system When these details have been added click on the OK button to add the badge to the system The badges will appear in the Pre printed Badges list which can be filtered by available badges and badges in use To remove or edit a badge right click on the required one in the Badges list and select the appropriate option MICROTRAK EVOLUTION NET USER pose Visitor Management gt Configure Additional Information This option allows extra fields to be added to the visitor management module for any custom information required e g contact number etc Click on the Add field link and enter the required field name into the Name text box and then select the Type of field from the available options in the drop down box To remove a field click on the Remove field link MICROTRAK EVOLUTION NET USER posed Troubleshooting Here are a list of questions and answers that will help with the operation of the Microtrak Evolution NET software Please refer to the relevant support sources for assistance with other products The software will not open when started it shows a Connection Error Failed to connect to server dialog box Ensure that the Microtrak Evolution Service is running in Control Panel gt Admiinistrative Tools gt Services The software will not open after restarting the computer it resides upon
30. munications MICROTRAK EVOLUTION NET USER posed Facility Management gt Door Controller Setup gt Media Any of the most common types of media can be used to control access across the site These are grouped into three common interfaces Weigand Clock Data and Bar Code and each type of interface supports a number of different standard decodes The choice of interface is determined by the type of reader required for the site and the choice of decode is determined by the formatting of the badge that has been issued In most cases the same type of media will be used across the whole site The Media tab allows the interface and decode to be selected to suit the media being used on the site Media the type of reader interface that will be used with the door controller The choices are Barcode Clock Data and Weigand Decode these options will change depending on the Media type selected and will be specific to the type of reader used Manipulation you can use this option to extract characters from the badge number Only the selected character string will be used to confirm it is a valid badge For example a typical Weigand 26 bit format is SSS DDDDD where SSS is a site code and DDDDD is the badge number To extract just the badge number enter manipulation values of Start 5 Length 5 Up to five sets of values can be entered Enable PIN Pad you can connect one PIN pad to a single door controller and two PIN pads to a dual door cont
31. n the Add Report link From the New Report dialog box give the report a Name and Description and select the period of time it is to cover with the From and To drop down calendars Select the criteria required for this report from the grouped events in the boxes on the left Then select the fields to be displayed in the report from the options that appear on the right by ticking the appropriate checkboxes To setup how the report is displayed click on the Page setup link Click on the OK button to save the report It will appear in the list MICROTRAK EVOLUTION NET USER i Reports gt Page setup This shows the printers installed on the system As long as the printer is in the windows Control Panel and has been installed correctly it will be shown here Select the printer or printers that the report should be printed to by ticking the appropriate checkboxes To access the standard printer setup dialog click on the relevant Setup button Columns Setup MICROTRAK EVOLUTION NET USER peed Reports gt Page setup gt Columns Setup This allows the content of the report to be controlled by choosing the required columns Select the columns to be displayed by ticking the relevant box in the Visible columns list The selected columns will appear in the Column edit list and can be moved up or down and the width dictated as required The width is shown as a percentage When one width is adjusted the others may adjust automatically so some e
32. nt gt Add Time Profile A Time Profile defines one or more period for every day of the week Typically they are used to restrict or allow access at different times of day on a regular basis and do not make any reference to the date Different time profiles may be set up for different groups of people so it is wise to choose a description that has meaning to the organizations management system such as Normal Office Hours Admin Staff Visitors etc A Time Profile can contain more than one period within the same day and periods can be copied from one day to another To add a profile click on the Add Time Profile link in the navigation window Give it a Name and Description as required Use the mouse to Drag and Drop the required start and end times for the profile in the Time Profile window Fine adjustment can be carried out in the Start time and End time combo boxes There are extensive right click options here as well MICROTRAK EVOLUTION NET USER pose Facility Management gt Add Holiday Period A Holiday Period defines a period with a start and end date Normally the time is set for all day but this can be changed if required Multiple dates can be defined in a single Holiday Period and they can be consecutive or random Alternatively separate Holiday Periods may define each separate date For example Christmas and Easter can be defined as separate Holiday Periods or grouped in a single Holiday Period defining all public holidays
33. roller using the optional auxiliary module If you check this option you can use the PIN pad to enter an ID as an alternative to using a media reader To use this option you must also specify the number of characters to be entered NOTE an optional auxiliary module will be required for Barcode readers Make sure that Barcode reader cables are connected to auxiliary module and not to the connectors on the main board MICROTRAK EVOLUTION NET USER peed Facility Management gt Door Controller Setup gt Miscellaneous Timed Anti Passback use this option to prevent an ID card from being re used for a specified time It is used as a deterrent against sharing an ID card among personnel Tick the box to enable the facility and enter the required time default is 10 minutes Multiple swipe protection use this option to prevent an ID card from being re used for a specified time or until a different ID card is used It is used to protect against accidental re reading of the same ID card Tick the box to enable the facility and enter the required time default is 10 seconds MICROTRAK EVOLUTION NET USER peed Facility Management gt Door Controller Setup gt Door Setup Inputs and outputs must be allocated to each door according to the plan created when the system is specified This must be done carefully so it agrees exactly with how the hardware has been wired to the Door Controller If possible refer to the system diagrams while setting
34. trollers shipped before November 2006 contain four inputs and five outputs Later models contain eight inputs and eight outputs Ticking or clearing the Pre Nov06 box alters how many Inputs and Outputs are available in the software To carry out any editing of the door parameters right click on the door in either the hardware tree or on the Structure Panel Four icons are used to select the number of doors and readers controlled by each Door Controller Baad Door Remove Door aaa Reader Remove Reader When an operation is not possible the icon is greyed out When two doors are selected the default arrangement is Reader 1 attached to Door 1 and Reader 2 attached to Door 2 General Media Miscellaneous MICROTRAK EVOLUTION NET USER peed Facility Management gt Door Controller Setup gt General Name the name of the door controller as it will appear in the software Description an optional information field to add things like location details ID the identity of the door controller Active dictates whether the door is active on the system State the current status of the door controller e g Running Unknown etc Firmware ver the current firmware in the door controller IP Address the current IP address of the door controller Last Contact Time the last time that the door controller communicated with the software Access Controller the access controller that is handling this door controllers com
35. w Override Period window By default every day of an override period is a full day To alter the time use the mouse to drag and drop the bar to the required time fine adjustment can be carried out in the Start time and End time combo boxes You can add as many individual dates or groups of dates to a period as required Click on the Add link and it will be added to the system MICROTRAK EVOLUTION NET USER pose Facility Management gt Add Alarm Handler A fire alarm input can be connected to one or more door controllers which then controls the operation of any number of doors according to rules established in an alarm handler The door controller to which the input is connected will respond to the alarm directly even if it is no longer communicating with the software The other door controllers must be communicating with the software in order to respond to the alarm Any number of door controllers can trigger the same alarm handler but if the handler is generating printouts or emails make sure it is only triggered by one door controller To add a handler click on the Add Alarm Handler link in the navigation window Give it a Name and Description as required Select the required actions from the available options NOTE the Alarm Handler will be ignored if no fire input has been selected for the door E mail Message Box Door State Override Outputs Reports Network Zones Clear Click on OK and it will be added to the system MICR
36. xperimentation may be needed to achieve the best result The font and colour can be setup individually for the header and content of each column Click on OK to accept the settings That report will now always be processed to those criteria unless they are edited NOTE Dependent on the report type columns are not always editable in this way MICROTRAK EVOLUTION NET USER Sa Reports gt Printing The Reports can be printed to an individual or multiple printers As long as the printer is in the Windows Control Panel and has been installed correctly it will be available to the software To print a report right click on it and select Print To review how the report will printout right click on it and select Print Preview To change how the report will print right click on it and select Page Setup MICROTRAK EVOLUTION NET USER posed Visitor Management The Visitor Management module is used to setup and manage any current or potential visits in the system An individual visitor can be assigned access rights issued with a badge and or booked onto site temporarily either in real time or in advance The separation of visitors and personnel enables total control of the system to be kept with the administrator whilst visitors can typically be dealt with by reception and security After a visitor has been added to the database their name will appear in the Visitors list Once in the list they can be assigned a visit and this will appear in the Vis

MAN047 - Microtrak Evolution .NET User Guide

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