RSI Templating
Contents
1. Prefix Test Connection File Clocks Help Name Action Status North Door Connect fg Add Clock S Edit Clock af X Remove To test the connection press the Connect link in the Action column If the connection test is unsuccessful the Action column may remain stuck on Stop Connecting If so press Stop Connecting to end the connection attempt or close the program if Stop Connecting does not respond 6 e HandPunch Template Management HandPunch Template Management User Manual If the connection is successful the screen will show the status as Connection Established and will show the details of the device in the bottom left pane of the main window og Add deck Edit clock _ 7 Be XK Remove wi North Door 3 Edit Configuration Time Zones Q Enrolled Users A Update From ATR Details HP3000 Serial Number 135310 _ Current Users DR 512 d Transactions 7 Max Trans 5120 Add as many clocks as needed Viewing and Editing User Templates Connect to a clock After connecting in the right pane click on the line for the clock The line will turn a slightly different colour from the rest of the clocks You will see the details of the selected clock in the bottom left Details pane HandPunch Template Management User Manual HandPunch Template Management e 7 HandPunch Template Management Hog File Clo2. Name You can give any name to the clock as long as that name is not already in use The name does not need to be the same as in ATG or ETP though for consistency you may choose to use the same name Address for Ethernet clocks this is the IP address of the device with an optional port number e g 10 10 4 11 10001 the default port is 3001 for serially connected clocks this is the serial port number e g 2 for modem connected clocks this is the phone number to dial e g 1 604 555 1212 Terminal ID set the ID to match the ID that is configured into the device Role You can define a hand punch to follow one of two roles either a Time And Attendance terminal in which case setup is now complete or as a Door Access terminal which enables more fields which need to be filled in to have the accepted door access records post into Access Tracker correctly When defined in the Time and Attendance role you will use a separate application to poll and post the scans When a clock is defined in the Door Access role the name given to the clock must exactly match the code used when defining the clock within Access Tracker to ensure the scans are put in the correct location Options Specific For Door Access Skew The Skew is an important feature to ensure maximum usage Although an employee may have an access schedule defined which starts at 7 00 am and ends at 3 30 pm essentially allowing the employee in or out the doors between those t
3. Add User SR Edit User X Remove User XK Remove All NM Save to File Authority Reject Override Name Load from File _ REGULAR 0 REGULAR REGULAR 0 0 Department SUPERVISOR 4 Hands in Clock 4 Hands in Work Space If the user is enrolled in multiple clocks repeat this operation for each clock Renumbering User Templates The program does not support renumbering a user To renumber first you must register the user s hand in one of the clocks using the new number then copy the new user template to any other clocks where the user will need to scan Don t forget to delete the user s old ID from the clocks Working with Clock Groups Time Zones 14 e HandPunch Template Management The program does not support clock groups All user maintenance must be done on a per user per clock basis All models of RSI HandPunch have 62 Time Zones available 60 of which can be user defined Zone 0 is an Always Allow zone and Zone 61 is Never Allow Whether using the HandPunch in a Time and Attendance or Door Access role you can view and manually adjust these zones by connecting to the clock and clicking the Time Zones link on the left side of the main application window This will present an opportunity to view or adjust the 60 user definable time zones Note Making manual adjustments to these time zones for a clock defined in a Door Acces
4. for supervisory functions such as registering more users in the HandPunch Work Space The Work Space is used as a holding area for copying users from one clock to another It s similar to the Windows clipboard that you use when doing Copy and Paste in other programs The Work Space is managed by you You add users to the Work Space by copying them from a clock You delete users from the Work Space using the Remove function Users remain in the workspace until you delete them HandPunch Template Management User Manual Glossary of Terms e 17 Users will stay in the workspace between runs of the Hand Punch Management program 18 e Glossary of Terms HandPunch Template Management User Manual HandPunch Template Management User Manual e 19
5. Clock Users in Shipping Clock Reject Override Name Department Authority amp Add User SR Edit User X Remove User XK Remove All Refresh fed Save to File 3 Work Space a amp Add User SR Edit User X Remove User x Remove All Users in Work Space NM Save to File Badge Authority Reject Override Name Department Load from File CTN Edit CE og Work Space amp Shipping Clock N O Hands in Clock 4 Hands in Work Space Removing User Templates You can delete user templates from the clocks using the program Typically this is done when the user is no longer with the company You may also do this when the user s badge number has been changed You should delete the user s old badge so that she no longer uses it 1 Connect to the clock 2 Click on Enrolled Users 3 This step is important Click on the user in question in the top right pane Make sure the line is grey 4 Right click and select Remove or click on Remove User in the top left pane HandPunch Template Management User Manual HandPunch Template Management e 13 a9 Users for Shipping Clock Jo File Help amp Add User SR Edit User X Remove User XK Remove All Refresh Save to File Users in Shipping Clock Authority Reject Override Name Department SUPERVISOR lo REGULAR Ctrl N EEE DES CE E Work Space amp
6. HandPunch Template Management User Manual by Advanced Tracker Program and documentation copyright 2007 by Advanced Tracker Technologies Inc Advanced Tracker Technologies Inc 800 15355 24 Avenue Suite 494 Surrey BC V4N 2W2 Canada Tel 604 531 3774 Free 888 531 3774 Fax 604 535 8013 Contents HandPunch Template Management 3 EMMER EE Ee 3 VGISION RIRPSEHERFERERSEESTSEPETEEGESERLTTLGRTLERLERSERLFFEGETERTTHESEREIFEURRLEETERFETSETTTENTELITEUERLHELERSERSFFEHR TER IRREEE 3 installati ET 3 KEE deefe dE dE EENS et NEE Eet 3 Adding KE Eeer EE 4 Viewing and Editing User Templates AA 7 Copying User Templates sese 9 How to Copy One User 9 How to Copy Multiple LUserg sse ee eee 12 Removing User Templates cc ccccsceeeseeceeeeeeeeaeeeeaeeseeeeesaeeeeaaeeseaeeseeaeeesaeeeeaaeseenees 13 Renumbering User Templates AA 14 Working with Clock Groupe 14 Rue 14 Update Lu PR ease isrener TEE PEFLEIRELPEFIERESTERFERBLTERTEEIPERCHERESTEREURELFEFLESEPERFERELFETFERESCEERNN 15 Manual User vlt EE 15 Handpunch ela seen 15 als Lut 15 Glossary of Terms 17 HandPunch Template Management User Manual Contents e iii HandPunch Template Management User Manual HandPunch Template Management e 1 HandPunch Template Management Overview Version Installation Operation HandPunch Template Management is a utility program from Advanced Tracker for managing employee hand templates on the HandPunch series of data collec
7. ace This will copy the new user to the destination clock in the top right pane HandPunch Template Management User Manual HandPunch Template Management e 11 amp Add User SR Edit User X Remove User XK Remove All Refresh Save to File 3 Work Space amp Add User SR Edit User X Remove User XK Remove All Save torile Load from File Users in Shipping Clock REGULAR REGULAR REGULAR SSE a Authority Reject Override Name Department L 4 Hands in Clock 1 Hands in Work Space Repeat step 2 for any other clocks the new user needs to be copied to How to Copy Multiple Users Copying more than one user is achieved by putting multiple users into the Work Space and copying multiple users from the Work Space Hint the selected items You can select and copy them to the Work Space one at a time Or if the are the ones with a grey multiple items are next to each other in the top right pane you can select a background group of items by clicking on the first item and dragging the mouse onto the last item Once the group is selected right click and select Copy To gt Work Space 12 e HandPunch Template Management HandPunch Template Management User Manual Similarly you can copy multiple items from the Work Space to the current clock by clicking and dragging to select multiple items in the Work Space then right click and choose Copy To gt Shipping
8. cks fools Help og Add Clock S Edit Clock gt K Remove North Door 3 Edit Configuration 8 Time Zones 8 Enrolgd Users Upda From ATR Details HP3000 SerialNumber 135310 Current Users 0 Max Users 512 Transactions 7 Max Trans 5120 In the middle left pane click on Enrolled Users The Status will briefly show Downloading Bank while the program collects the user information from the device Once all the users have been read the Users screen will be shown a9 Users for Shipping Clock Jeg Eile Help e Users in Shipping Clock Reject Override Name Department D dd User Authority Se Edit User X Remove User XK Remove All ZA Refresh Save to File E Work Space amp Add User SR Edit User X Remove User XK Remove All Users in Work Space Save to File Authority Reject Override Name Department Load from File L 4 Hands in Clock D Hands in Work Space The top right pane shows the users who are currently configured in the clock Each user has the following attributes 8 e HandPunch Template Management HandPunch Template Management User Manual e Badge the number that the user types to the HandPunch e Authority Regular indicates that the user can only scan in and out Supervisor indicates that the user can add and delete users from the HandPunch e Reject Override if set to zer
9. he file it will be updated with the new enrollment information If the badge does not currently exist in the file it will be added LoadTemplates Syntax loadtemplates clockname path filename This command will connect to the specified clock and upload the templates defined in the file specified Any badges which currently exist in the clock are updated with the information within the file and any new badges are added Badges which exist in the clock but are not found in the specified file are not affected ClearTemplates Syntax cleartemplates clockname This command will clear the current user templates within the clock specified 16 e HandPunch Template Management HandPunch Template Management User Manual Glossary of Terms badge The user s badge number is the ID that the user types at the HandPunch before presenting the hand for verification pane A pane is an area of a window A window may be separated into top and bottom panes or left and right panes or a combination of both template The template is the numeric representation of the employee s hand It is not an image of the hand but a numeric value that is derived by measuring 90 different points of the hand s geometry The template value is stored in the clock and is used for comparison when the employee enters her badge number and scans her hand user In HandPunch jargon a user is anyone who uses the HandPunch either for scanning in and out or
10. imes it s not really feasible to expect all the people to be ready and lined up at those times to scan in or out the door within 1 minute The Skew setting allows a grace period before the permitted start and after the permitted stop times As with all time zones in the RSI HandPunch once any skews are added or subtracted from the start or stop times the result is rounded to the nearest 6 minute interval MS Access 2000 97 When using MS Access as the backend database a path for both Employee Tracker and Access Tracker must be set via UNC or mapped network drive SQL Server 2000 2005 When using SQL Server as the backend database several fields are needed to establish a connection to the data The Server can be the computer name SQL Server instance name or IP address for the required SQL Server When using Windows Authentication no extra username or password is needed as the credentials of the currently logged in user are used When using SQL Server Authentication you are required to enter a username and password valid for the SQL Server entered The Prefix is a named set of data tables within the Advanced Tracker database in the SQL Server HandPunch Template Management User Manual HandPunch Template Management e 5 Name North Door j Address 172 19 0 171 Terminal ID 0 KR Role Time and Attendance v 2000 97 er 2000 2005 Server uthentication Authentication User ID Password
11. itted to enter the scanner will immediately reject the employee ID and never prompt for the persons hand to be inserted A message will appear on the unit saying Time Restriction The RSI Template Management software supports several command line switches which can be used through scheduling software to automate the management of templates and time zones Several different calls can be made via Windows Batch files and the calls will always be made in the order specified UpdateATR Syntax updateatr clockname The UpdateATR switch will attempt to connect to the specified clock generate and upload Time Zone information based on schedules defined within Access Tracker and also post the date and time at which employees entered the building Because clocks defined for door access cannot contain HandPunch Template Management User Manual HandPunch Template Management e 15 spaces in the name there is no need to enclose the clockname parameter in quotation marks SaveTemplates Syntax savetemplates clockname path filename This command will connect to the specified clock and save the current user enrollment information to the file specified This command will overwrite the previous contents of the file AppendTemplates Syntax appendtemplates clockname path filename This command will connect to the specified clock and append the current user enrollment information to the file specified If a badge already exists within t
12. o means that the user s scan will be rejected if the score exceeds the HandPunch s default rejection threshold if set to non zero means that this user has his own rejection threshold e Name and Department in this version these are not used You can change any user s attributes by clicking on the user the line turns grey to indicate it is selected and then clicking the Edit User function Copying User Templates You can copy a single user or you can copy multiple users In either case the basic principle is the same copy from the source clock into the Work Space then copy from the Work Space into the destination clock If you have multiple destination clocks you will need to do the second step multiple times About the Work Space The Work Space is used as a holding area for copying users from one clock to another It s similar to the Windows clipboard that you use when doing Copy and Paste in other programs The Work Space is managed by you You add users to the Work Space by copying them from a clock You delete users from the Work Space using the Remove function Users remain in the workspace until you delete them Users will stay in the workspace between runs of the HandPunch Template Management program How to Copy One User When a new user has been added to one clock and you want to copy that user to other clocks you need to follow a two step operation 1 copy the user to the Work Space and 2 copy the user from
13. pace Save torile Authority Reject Override Name Department Load from File i 4 Hands in Clock 1 Hands in Work Space 10 e HandPunch Template Management HandPunch Template Management User Manual Close the Users for Shipping Clock window 2 Copy from Work Space to another clock Click on the line for the destination clock and then click on Enrolled Users The top right pane will show the list of users currently enrolled in the destination clock 8 Users in Shipping Clock amp Add User SR Edit User X Remove User z ma B fo E XK Remove All KU HE T TUE L S BE Refresh fed Save to File Reject Override Name Department Authority Work Space amp Add User SR Edit User X Remove User XK Remove All Users in Work Space Save to File Authority Reject Override Name Department Load from File 3 Hands in Clock 1 Hands in Work Space Click on the new user in the Work Space it will turn grey then right click and select Copy To gt Shipping Clock e Users in Shipping Clock A TE Badge l Authority ns Name Department SR Edit User XK Remove All m REGULAR Eu Refresh MN Save torile b 29 Work Space 2 Add User X Remove User XK Remove All fed Save to File Authority Reject Override Name Department Load from File Add lN Edit Cap EH Del 1 Hands in Work Sp
14. s role is subject to overwriting when the application generates and assigns the time zones based on the access schedules defined within Access Tracker HandPunch Template Management User Manual When entering values for the Start and Stop time the values you enter may be rounded as the RSI HandPunch only accepts times of day rounded to a 6 minute interval Once you have manually adjusted the time zones click the Update button to send the new time zone information to the RSI HandPunch Update From ATR Once the clock connection has been setup and confirmed you can now instruct the RSI Template Management Software to construct and assign the Time Zones based on the information contained within Access Tracker The dialog window for this operation shows the multiple steps being performed and any problems that arise will be detailed in the lower section Manual User Enrollment With Time Zones define in the Handpunch there is a slight change to the manual employee enrollment Now when an employee is added you must specify the initial time zone to be used All units have the two pre defined time zones of Always Allow zone 0 or Always Reject zone 61 The employee should initially be set to one of these two zones until their Access Tracker defined schedule information is uploaded to the device Handpunch Scanning Automation When scanning at the RSI HandPunch with time zones enabled during a time when an employee is not perm
15. the Work Space to each of the other clocks HandPunch Template Management User Manual HandPunch Template Management e 9 1 Copy from source clock to Work Space Connect to the source clock and then click on Enrolled Users to retrieve the list of users in the source clock In the top right pane click on the new user to make it the active user Hint new users are typically near the end of the user list The active user will turn grey to indicate that it is selected Then right click and select Copy To gt Work Space 8 Users in Shipping Clock Reject Badge Authority Override amp add User Name Department Sg Edit User 3 SUPERVISOR BEE SSeS X Remove User REGULAR lo XK Remove All Add CMN ZA Refresh Wm 2 Edt cE Del D work space IS Save to File Shipping Clock amp Add User SR Edit User X Remove User X Remove All Users in Work Space Save to File Authority Reject Override Name Department Load from File 4 Hands in Clock 0 Hands in Work Space The new user will now be in the Work Space added to whatever users may have already been in the Work Space File Help 8 Users in Shipping Clock amp add User Badge Authority Base Name Department Edt User e e Se x Remove user REGULAR XK Remove All Ay Refresh aT be ee Save torile S work Space amp Add User SR Edit User X Remove User X Remove All Users in Work S
16. tion devices from Recognition Systems Inc RSI This documentation covers version 1 0 0 1 of HandPunch Template Management released 9 6 2007 Note Some of the screen shots in this document are from a previous beta version of the program and may not exactly match the current version The program requires Microsoft NET Framework version 2 0 It can be installed on any computer regardless of whether that computer has any other Advanced Tracker components or applications installed The installation file for this version is RSITemplatingSetup msi HandPunch Template Management is stand alone and does not interact with the Advanced Tracker databases All its information is stored in a file called Database xml in the program s folder Run HandPunch Template Management using the shortcut in the Start menu Go to Start gt Programs gt ATTI HandPunch Template Management gt Template Management HandPunch Template Management User Manual HandPunch Template Management e 3 The main screen appears 8 J oi AddClock _ Adding a Clock Add clocks using the Add Clock button Name Address Terminal ID 2 Role Time and Attendance v MS Access 2000 97 SQL Server 2000 2005 Windows Authentication SQL Server Authentication User ID Password Prefix Test Connection 4 e HandPunch Template Management HandPunch Template Management User Manual
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