Copyright ©2012 Stanley Security Solutions, Inc. All rights reserved. Information in this document is subject to change without notice and does not represent a commitment on the part of Stanley Security Solutions, Inc. The software described in this document are furnished under a license agreement or nondisclosure agreement. This publication is intended to be an accurate description and set of instructions pertaining to its subject matter.
FCC/IC Certification CAUTION: Please keep the PG antenna 20cm away from people to ensure that FCC RF exposure compliance requirements are not exceeded. This equipment has been tested and found to comply with the limits for Class B Digital Device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation.
Warning! Changes or modifications not expressly approved by {Applicant name} could void the user’s authority to operate the equipment. Approved antennas are listed below and antennas not included in this list are strictly prohibited for use with these devices. The required antenna impedance is 50 ohms. Approved Antennas Portal Gateway HG2402RD-RSF - 2.4GHz Rubber Duck Antenna MP24008XFPTNF - 2.4GHz ISM-XF Panel Antenna MC2400PTMSMA - 2.4GHz Omni-Directional Antenna BS2400XL3 - 2.
Contents 1 Overview System Overview.............................................................. 7 Setup Checklist............................................................... 12 2 Hardware Installation Hardware Overview....................................................... 13 Installing System Hardware......................................... 16 Install Portal Gateways (Task 8)................................. 24 Install Door Hardware (Task 9)....................................
Daylight Saving Settings............................................. 116 I/O.................................................................................... 116 Misc................................................................................. 120 PIN Settings................................................................... 120 Adding Users to the Segment..................................... 121 Portal and Reader Control and Messaging................................................................
1 Overview This manual is your complete guide to the Stanley Wi-Q Access Management System. It provides detailed steps to install hardware and software, configure and customize your system, and use and manage the system. The information is presented in a linear manner, describing each tab, feature and application in the system. However, tasks to install hardware and software and configure the system for the first time do not necessarily progress in a linear manner.
Controllers, and multiple controller formats that work together to enable all decision-making at the door. The system runs remotely with no need for hard-wiring, providing innovative access control in any environment. Wi-Q AMS is versatile so you can create a whole new system, retrofit existing hardware, and include various CCTV alarms, general alarms, and inputs/outputs.
Wi-Q Wireless Access Controller Wireless Door Controller Omnilock Single Door Controller Omnilock Reader Both controllers are equipped with Wi-Q or Omnilock Technology that controls user access at the door. The basic configuration is battery operated, with either keypad or card reading capability and an internal antenna that communicates with the Portal Gateway. The Wireless Controller grants user requests according to how they are configured in the AMS software.
Additional System Configurations Wi-Q AMS supports various system configurations. For example, some locations at your segment may already be hard-wired with legacy equipment or additional input or output devices. You can also use a Wireless Access Controller, hardwired to a controller and strike, and wirelessly communicate back to a Portal Gateway. For more information about various applications you can adapt for use with Wi-Q AMS, see “Hardware Overview” on page 13.
Figure 2 Five Applications Once the software is installed, you will find the Configurator module shortcut on your desktop. You can access all applications from the Configurator main menu. You can also access these applications from the Windows Start Menu under Stanley Security Solutions.
Setup Checklist Wi-Q AMS is set up in eleven basic tasks. Completing these tasks will ensure you get your system up and running as quickly and efficiently as possible. Some tasks are performed at the Host computer and some at the segment site. It is appropriate to perform some tasks concurrently, for example, you may have someone prepare your computer and install the software concurrently with site plan development and hardware installation.
2 Hardware Installation Hardware Overview Wi-Q AMS runs remotely with no need for hard-wiring, creating a simple, innovative approach to access control in any environment. Note Once Wireless Controllers are installed, you will need to sign them on to AMS software. Therefore, it is appropriate to install the software before or concurrent with hardware installation. For more information, see “Sign on and Configure Controllers (Task 10)” on page 84.
Figure 3 Example System Configurations PORTAL GATEWAY ETHERNET 10/100 BASE T A 2.4 Ghz, Spread Spectrum/ AES 128 Bit Encryption SECURE SOCKET WIRELESS DOOR CONTROLLER LAN/WAN HOST Up to 64 wireless devices per portal gateway (configured in increments of 16) B DOOR MONITOR SWITCH WIRELESS ACCESS CONTROLLER 802.11g or other comm.
Wireless Controllers Wi-Q AMS software is designed to operate with Wi-Q Technology Best 45HQ mortise and Best 9KQ Cylindrical locksets equipped with either keypad, card, or a combination of controller input devices. Wi-Q AMS software is also designed to work with Omnilock 9KOM cylindrical and 45KOM mortise locksets. Door switch monitor, request to exit, and door lock position sensors are included in the locks.
Antenna Types and Applications To optimize system performance, it is important to position Portal Gateways to receive maximum signal strength from the controllers. Once all door hardware has been installed, you will be ready to position Portal Gateways using the Wi-Q Technology Site Survey Tool.
Crossover Ethernet cable if direct connection between Portal Gateway and Host will be used Wireless Access Controllers, if used, and knowledge of existing hardware and switches for any retrofit installations Installation tools Drill Motor/hole saw with bits appropriate for the specific lock (see the template included in your lock) Phillips-head and flat-head screw drivers Access to the Host, a networked workstation, or wireless laptop computer.
The Building 2 Portal Gateway (C) is positioned next to the electrical panel. With 48 rooms in this three-story dorm, front and rear access doors and access to the elevator on three floors, this gateway provides coverage to 53 controllers. Its range extends to all three floors of the building, and will also cover the pedestrian access, and elevator of the Parking Garage. The Parking Garage Portal (D) is positioned to cover the pedestrian door near the dorm and the stairway and elevator doors.
Figure 4 Sample site installation plan Parking Garage 108 Building 2 116 107 115 106 114 C 105 Comm./ Elect. 113 200 ft Stair/ Elevators 104 112 103 111 102 D Portal Gateway 101 Stair/ Elevators 3 Story Dorm Rooms 101-148 Double Occupancy 96 Students 110 109 50 ft Admin.
Plotting the Plan If you don’t already have a site plan indicating building dimensions, distances between buildings, possible obstructions, parking segment, and other gated access points, contact your facilities maintenance or project engineer. If none are available, you will need to visit the site, take measurements and draw up a plan of your own. Device Identification Each device in the system will have its own unique identity.
To achieve maximum efficiency in AMS, this frequency range must be managed effectively. Therefore, the installer must know the positions and channels of all the 2.4 GHz wireless devices in the segment and ensure channels are assigned to each device so that there is minimum frequency overlap with adjacent or nearby devices. Extended Range It is likely that you will have locations in your segment separated by distances greater than 300 feet.
Figure 5 Selecting the antenna type that best suits your needs. Power Supply Portal Gateways must be located where they can receive 12 VDC power from a transformer plugged into a dedicated power source. If this is not possible, ensure they are plugged in to a 24/7 power circuit that cannot be turned off at a switch, such as a light switch that might be turned off by a cleaning crew.
Troubleshooting If you have problems establishing communication using the Wi-Q Technology Site Survey Tool, refer to the following troubleshooting guide: If... Then The green light on the power supply does not turn on... Firmly press the power cord into the outlet on the outside of the case. Confirm that the other end of the power cord is plugged into a working electrical outlet. The power supply is on, but the green light on the Portal Gateway does not turn on.
Install Portal Gateways (Task 8) The most common installation site is inside an existing protected area such as a locked room or other secure enclosure, or above ceiling level. If you are installing inside a dealer-supplied locked enclosure, refer to the instructions provided with that equipment. Figure 6 shows a Portal Gateway positioned in a protected area. Figure 6 Installing a Portal Gateway in a protected area. Approx. 5 ft. 6-in.
2 Insert the Ethernet cable into the Ethernet connection on the bottom of the Portal Gateway. The Link Indicator light should come on. After about 30 seconds, the yellow activity indicator light will flash under normal operation. Figure 7 Connecting the Portal Gateway to Power and Ethernet Connections.
Figure 8 Wireless Access Controller. Installation Specific installation methods are dependent on the device type and configuration of the system; therefore, the WAC should be installed by a trained technician using the instructions provided with the controller. WARNING: Wireless Access Controllers are intended for use in indoor or protected area. For other applications, such as outdoor use, contact the factory for the appropriate NEMA enclosure.
Figure 9 Connecting devices to a WAC (+ Power) (+) (–) STRIKE NC (Relay 1) Electric lock STRIKE COM (Relay 1) STRIKE NO (Relay 1) ANT SHUNT NC (Relay 2) SHUNT COM (Relay 2) SHUNT NC (Relay 2) KEY (I/O) GND Connect as required DO NOT USE GND 3.
Install Door Hardware (Task 9) This section provides general instructions for installing your controllers. Complete instructions for installing locks are packaged with the hardware. You will also find instructions for Stanley Wi-Q Technology Best 45HQ mortise locks, Best 9KQ Cylindrical Locks, Best EXQ Trim, Omnilock 45KOM mortise locks, and Omnilock 9KOM cylindrical locks as Appendices to this manual.
Check Controller Operation Verify controller operation using the steps appropriate for your controller type (Magnetic Card or keypad). If the system does not operate properly, see Troubleshooting, at the end of the section. Magnetic Card Check If your system has a magnetic card controller (mag card), default Programmer ID cards are supplied with the software. You will need these cards when you are ready to sign on the controllers.
Troubleshooting mortise and cylindrical locks If the mechanism doesn’t unlock, refer to the following table: LEDs Sounder You should... Single red flash — Use the card at a moderate speed. Red flashes 3 short tones Use the temporary operator card provided with the lock. Green flashes — Check the motor connection. — — Check the battery connection. Troubleshooting EXQ Exit Hardware trim If the mechanism doesn’t unlock, refer to the following table: LEDs Sounder You should...
If you used the Wi-Q Technology Site Survey Kit, you have already verified basic controller signal strength. Once the controllers are signed on, you can use the Statistics Monitor application to further measure controller performance, including controller voltage (battery level), and the packet ratio (the number of packets received vs the number of packets sent) of the controller. For more information about the Statistics Monitor application, see “Statistics Monitor” on page 191.
3 Software Installation Stanley Wi-Q AMS provides powerful suites of tools to manage your system: Configurator, Transactions and Statistics Monitor. View reports from all applications using Reports, and perform archivals and imports using Administrator. Once the software is installed, you will find the Configurator shortcut on your desktop. You can access all applications from the Configurator main menu. You can also access these applications from the Windows Start Menu.
Prepare Your Computer (Task 3) To prepare your computer for the installation of the Wi-Q AMS software, you must ensure that your system is equipped with an appropriate operating system, database and server and configure your Windows Firewall Ports. Recommended System Limits It is important to ensure your Host computer or computers are adequate to handle the system. The following table lists the recommended system limits for running Wi-Q AMS.
Configure Windows Firewall Ports Several ports must be enabled in your Windows firewall settings to allow proper communication with AMS. The following ports must be enabled: Port 23 Port 80 Port 1433 Port 1434 Port 8000 Port 11000 Port 5353 If your firewall is disabled, then all ports are open by default.
Note The screenshots below reflect a Windows 2007 operating system. Navigating through the firewall settings in other editions of Windows will be slightly different. 1 Navigate to your Windows Firewall settings from your PC’s control panel. See Figure 10. Then, click on Advanced settings.
2 Select Inbound Rules.
3 Right click on Inbound Rules to open an option menu. Select New Rule from the menu.
4 In the New Inbound Rule Wizard window, select Port. Click Next to continue.
5 Enter the following ports into the “Specific local posts” field: 23, 80, 1443, 1434, 8000, 11000, 5353. Then, click Next to continue.
6 Select Allow the connection. Click Next to continue. See Figure 15.
7 De-select the Public option. Click Next.
8 Give the new rule a name that can be easily identified by an administrator. Once finished, click Finish. See Figure 17.
9 The new rule now appears in the list. The Firewall Settings module may now be closed. See Figure 18. Figure 18 Inbound Rules List New Rule shows in list Click to close Gather and Organize Segment Data (Task 4) As the technical team works on planning and installing hardware using the Site Plan, a program administrator or other person responsible for the software side of program setup should be making plans to populate and configure Wi-Q AMS.
User Information You will also need to gather the names of users, define their access requirements, organize user and timezone groups, and decide how you will use other features configurable within AMS. It will be helpful to create a table listing what you know about each user. Starting with a list of names, think about building a table that defines basic information about each user; such as, User Type, User Group, Shift, and so on. Following is a very simple example: Last First User Type Bldg.
Install Software (Task 5) The AMS software is installed in three steps: Install the Database Server component, Install Wi-Q AMS Web Services, Install Applications. Note The installation may detect missing prerequisites during the installation process. Have your original Microsoft Windows installation disks ready for use if prompted (Configuration #5 – Server PC (Pro and Enterprise Region Systems). In addition, be prepared to address the following conditions during the setup: If...
Figure 19 Note Installation Bootstrap a The Microsoft .NET Framework Setup wizard welcome screen opens. Click Next to continue. b Read the End-User License Agreement. To continue with the installation, click the checkbox at the bottom. Then click Install. The installation may take a few minutes. c When the installation is complete, click Finish. It is recommended that you reboot your machine after any missing prerequisites are installed before continuing on with the installation.
Figure 20 AMS Setup 47
Step 1 1 Click the AMS Database Server link. If a similar dialog box opens with a link to install Prerequisites, click the link. Figure 21 Database Server Prerequisites 2 You may be prompted to install a number of prerequisites, including Microsoft Windows Installer and Windows PowerShell. To install the latest versions of these prerequisites, it is recommended that you click the website links provided and download directly from the Microsoft website.
3 Once all the prerequisites have been installed, click the link on the main setup screen to install the AMS Database Server. 4 The Database Server System Definition dialog box opens. Choose whether to install the server on a local machine or within an existing SQL Server instance. If you choose to install on a local machine, decide whether to use the default password or define a new password. If you choose to install within an existing server, enter the instance name and associated user name and password.
6 When the server is successfully installed, you will see “Installed” next to Step 1. As you work through the process, steps that have been completed or don’t need attention will no longer have clickable links.
Step 2 1 On the Setup main page, click the AMS Services link. 2 If a similar dialog box opens with a link to install Prerequisites, click the link. See Figure 24. Figure 24 Install Prerequisites a You may be prompted to install Apple® Bonjour®. Bonjour networking technology is used by the Portal Configuration Tool to locate and list all Portal Gateways on the network. Click the link to begin installing Bonjour. b The Bonjour Print Services window opens. Click Next to continue.
Figure 25 c Read the License Agreement. To continue with the installation, click on “I accept the terms in the license agreement,” then press Next.
d Read the information about Bonjour Print Services. Then press Next.
e In the Installation Options section, decide whether or not to create a desktop shortcut and/or schedule automatic updates for Bonjour. Choose your destination folder and then select Install.
f Once the Bonjour Print Services Installation is complete, press Finish. Figure 29 Bonjour Print Services Installation Complete 3 Click on AMS Services to install the Wi-Q/Omnilock Windows Service and create a database. 4 Click Next to continue past the Welcome page. 5 On the Database Server dialog box, browse to your database server and select your connection method. In the Connect Using section, choose your connection method.
Figure 30 InstallShield Wizard Database Server 6 In the Setup Type dialog box (Figure 31), select a Complete or Custom install. Selecting Complete will run installations for the Database, Communication Service, Portal Config App and Wi-Q/Omnilock Service. Selecting Custom will allow you to choose which components to install. Once you’ve made your selection, press Next to continue.
Figure 31 Setup Type Figure 32 shows the installation components available in a Custom Setup.
Clicking on the icons to the left of each component will bring up installation options. If you decide on a Custom Setup, you must select an installation option for each component. Then click Next to continue. 7 The wizard is now ready to begin installation. Click Install. 8 Once the installation is complete, click Finish. Step 3 1 On the Setup main page, click the AMS Applications link. Figure 33 Install AMS Applications 2 On the InstallShield Wizard Welcome screen, click Next to continue.
3 On the Destination Folder screen, click Change if you would like to change the install folder location and browse to the desired location. Then, click Next. Figure 34 Destination Folder 4 In the Setup Type dialog box, select a Complete or Custom install. Selecting Complete will run installations for the Configurator, Transactions, Administrator, Status Monitor and Reports applications. Selecting Custom will allow you to choose which components to install.
Figure 35 shows the installation components available in a Custom Setup. Figure 35 Custom Setup Clicking on the icons to the left of each component will bring up installation options. If you decide on a Custom Setup, you must select an installation option for each component. Then click Next to continue. 5 The wizard is now ready to begin installation. Click Install. 6 Once the installation is complete, click Finish.
The installation of all three components is now complete. Figure 36 Successful System Setup Click Exit on the Setup window. Wi-Q AMS will be accessible through your Start Menu. Note It is recommended that you reboot your machine after installation is complete. If you chose a non-standard database server location in Step 1, you must reboot your machine now.
4 Configuring Segments, Portal Gateways and Controllers This chapter contains detailed steps to perform the following tasks: Task 6: Create your Segment Task 7: Add and Configure Portal Gateways Task 10: Sign on and Configure Controllers After segment creation, this chapter discusses Portal Gateway and Controller configuration. However, it is perfectly acceptable to add Users, User Groups and any special Timezones you will need before configuring Portals and Controllers.
Create Your Segment (Task 6) It is important to give some thought to how you will go about configuring a segment in AMS. If you have not already done so, it may be helpful to review the Getting Started Guide. Logging in to Configurator To get started, open your Configurator module. You can access it via the icon on your desktop or from the Windows Start Menu (Programs>Stanley Security Solutions). The Wi-Q AMS splash screen appears briefly, then the Login dialog box opens.
2 In the Server field, select the server location from the drop-down list. 3 Under Connect Using, select either Windows authentication or SQL Server authentication. If you select SQL Server, enter the login name and password for that server. 4 Click Test Connection. 5 Click Finish. You are ready to login to AMS using your desired database.
When you select Login, the Define a New Segment dialog box opens. Define a New Segment 1 In the Segment Name box, enter a unique name for your segment. Figure 39 Define a New Segment 2 Select Finish. The Configurator dialog box opens on the Segment Tab. The new segment name appears in the Selected Segment box and AMS assigns it a unique Segment ID.
To change the Password 1 At the top left corner of the Configurator dialog box, select File>Change Password. The Set Password of User dialog box opens. Figure 41 Set Password of User 2 Enter the new password 3 Retype the new password. 4 Select Finish.
Add and Configure Portal Gateways (Task 7) Portal Gateways can now be added and configured within the software. Portals are configured from the factory with an IP address of 192.168.1.200. When configuring a Portal Gateway, it is best to connect directly to the Portal before placing it on the network. This removes the possibility of duplicate IP addresses on the network. You can change the IP address of your Portals with the Portal Configuration Module.
4 Select a portal from the list. 5 At this point, you may change the IP address from the factory setting to one from the range you’ve created. Click on Update IP Configuration to update the selected portal. 6 Select IPv4 and/or IPv6 and enter the IP address. 7 You may need to adjust the SubNet Mask/Network Destination and Gateway to match your network. Consult your network administrator for details.
Portal Configuration Features and Functions Review this section for additional information regarding the Portal Configuration window. See Figure 44. Figure 44 Portal Configuration Window 1 Portals on the Network grid Provides a list of Portal Gateways on the network. It shows the status of the last operation performed, the portal network name, a hyperlink that opens the corresponding status page, portal MAC address and portal IP configuration data.
works do not allow port 5353 to be open, which is required by the application when scanning for portals. This allows manual connection to the portal so the portal can be configured. You must click on Update IP Configuration after selecting this box. 5 Keep Connection Alive Checkbox Allows the connection with the portal to continue, otherwise a reboot will occur after the action selected.
Once you’ve configured your Portal Gateways with the Portal Configuration module, you can add them into your Wi-Q AMS Software. Adding Portal Gateways to AMS Portals can be added to your system in two ways: Adding — normally use this method if the number of Portal Gateways is manageable. This is a manual method that requires manual entry of the IP address of each Portal Gateway. Bulk Importing — normally use this method for large systems.
Adding Portal Gateways One at a Time Refer to Figure 45. 1 In the Configurator application, click the Portals Tab. 2 Click Add and the Configure New Portal Gateway screen opens. 3 In the Workstation field, select the location of your server. 4 Enter the name and description of the Portal Gateway. Note Normally name Portal Gateways by their location. For large systems, work out a naming scheme that makes it easy to locate the Portal Gateway in your segment. 5 Enter the IP address of the Portal Gateway.
8 Click the ellipsis button next to the Update Interval field. Here you can set how often the system will update the Portal Gateway with changes you’ve made to users, readers, timezones, and other functional changes to the database. 9 Click the ellipsis button next to the Transactions field to select which, if any, Portal Gateway transactions you want to enable and which you want to make a ‘priority.
Portal Gateway Operational Status When you are on the Portals tab within the Configurator module, you can click on the top folder within your Segment Tree, and the right side of the screen will change to a list of Portals in your system. The icon next to each Portal will give you the Portal’s operational status. Five different status icons are present in the system for Portal Gateways: Icon Name Description Question Mark Device is loading. Green Circle Device is online. Red X Device is offline.
Restarting your Communication Server If you need to restart your Communication Server, navigate to your system’s Services via Administration Tools. See Figure 48. Figure 48 Navigate to Services Navigate to Administrative Tools Click to Open Services Next, locate “Stanley Wi-Q Communication Service” in the list of services. Rightclick on the line and select Restart.
Importing Portal Gateways in Bulk Before you can import Portal Gateways in bulk, you must generate an XML bulk import file using the Portal Configuration module. Generating an XML Bulk Import File The XML file you will generate documents and cross-references Portal Gateways’ Mac addresses and IP addresses. Perform the following steps inside the Portal Configuration module. 1 Click on Scan to generate a list of Portals in your system. 2 Select all the Portals you wish to add to your AMS software.
Figure 50 System Administrator Portal Gateway Import Click the Import Portals Link 3 The Import Portal Gateways dialog displays. 4 Click the ellipsis button and locate the bulk import XML file. 5 Click Open. Figure 51 Import Portal Gateways 6 Click Import. Note The Portals are imported (or updated) and a results box details the import. The MAC addresses should automatically show up in Portal Gateways’ properties.
Importing Portal SSL Certificates If you previously generated SSL certificates for your Portal Gateways, you may import them now. Perform the following steps. 1 From the System Administrator application, click the ‘Portal Certificates’ link under the Import pane. See Figure 52. Figure 52 System Administrator Portal Certificates link Click the Portal Certificates Link 2 Choose the Portal Gateway that you want to import an SSL certificate to and click the ellipsis button next to it.
Viewing the Segment Tree The Segment Tree is a visual representation of the locations and associations of the Portal Gateways, associated Controllers and I/O devices in your segment. As you configure your Portal Gateways, sign on Controllers and configure additional hardware in your system, you can drag them to the folders and subfolders you create in the Segment Tree. Figure 53 shows an example Portal Gateway in the Segment Tree.
the system, you can easily locate the Controllers to be assigned. Once you create Segment folders of your own, you can move your Portals to the appropriate folders. Note To delete a folder, you must already have moved any devices in that folder to a different location. To create a new segment item folder 1 Right click on the parent folder and select New Path from the drop down list. The New Reader Path dialog box opens.
Figure 55 Folders and Sub-Folders in the Segment Tree Moving Portal Gateways within the Segment Tree Once you have created the Segment Tree with folders and sub-folders, you can move Portal Gateways into the appropriate folders. Click on the Portals tab. Select the desired Portal Gateway from within the Segment Tree and drag it to the desired folder.
Assign Portal Channels Portal Gateways default to All Channels; however, you can assign specific channels if needed. For example, if you have configured a new wireless component to operate on channel 17, you will want to disable channel 17 in the Portal channel configuration. To assign Portal channels 1 Click on the Portal tab, and select the desired Portal from the Segment Tree. Clicking on a Portal will display Portal properties on the left.
Figure 57 Portal Channel Selection 3 Enable or disable channels as needed (at least one channel must be selected). 4 Click Finish to save your settings.
Sign on and Configure Controllers (Task 10) Each segment created in AMS is assigned a discrete Sign On Key number. Select a segment and you will find this number in the ID Category of the Configurator module’s Segment Tab. Figure 58 Signing on readers from the Segment tab If your segment uses Controllers with keypads, you must enter this number at each Controller to establish connection between the Controllers and the Portals, and ultimately to a segment in the software.
Signing on Keypad Controllers If your segment uses keypad Controllers, use the following steps, in sequence, to register each Controller in the system. Once this is done, the readers will appear in the folder, viewable in the Readers tab Segment Tree. Note The following sequence is timed. Be sure to have your segment sign on key ready to enter at the appropriate time. 1 At a keypad Controller, press the following number sequence on the keypad: 5678# (Wi-Q) or 5678 (Omnilock and WAC).
To register a card with a segment credential 1 In the Configurator’s Segment tab, select the segment to which the readers belong. 2 In the ID Category, click in the Sign On Credentials field and select the ellipsis button at the far right of the field. The Segment Credentials Setup property sheet opens. Figure 59 Segment Credentials Setup 3 Select the type of card you will use. If your card type is not listed, select Add. The Add Credential to Segment dialog box opens.
4 Select the card type from the drop-down list, in this case, Magnetic Card. The Segment (Magnetic) Card Credential Number Setting dialog box opens. Figure 61 MAG Card Settings 5 You can enter the card’s 16-digit credential number manually; or, you can scan the card at a local scanning wedge, or select a reader where the card will be scanned. To Scan a card locally, select Card Reader and Select Scan. You will have about 30 seconds from the time you select Scan to actually scan the card through a reader.
Completing the Credential for a Prox card 1 Under the Proximity Card category, Enforce Expiration Date, select True or False, depending on your preference. If you select true, you will need to register a new card when the expiration date occurs. If False, the card will not expire. 2 Under Proximity Card Type, select the type of encryption the card uses from the dropdown menu. 3 Select Finish. Once this is done, you can use this card to sign on card readers.
Adding Controllers to the Segment Tree Within 10 to 15 seconds after you sign on a controller, it will appear in the Configurator folder, viewable in the Readers tab. The folder will appear in red to indicate that it has received new Controllers. See Figure 62. Figure 62 You can move new Controllers into sub-folders within the Segment Tree by dragging them to the desired location.
Copying Reader Parameters The Copy Reader Parameters feature is useful when you have more than one reader that serves the same users and user groups or will be assigned a special Timezone Group. This feature is available when you first bring a Controller from the folder to the Segment Tree, and as a right-mouse-click copy function. It makes sense then that if you are going to use this feature you will want to configure the Users and User Groups before configuring the readers.
Figure 63 New Reader Configuration When you have made your selection, click OK. If you are copying reader properties, a window will open asking if you would like to proceed. Click Yes to proceed. Field Category Definitions The following is a list of Reader property field categories and their functions. Reader Name The Reader name displays automatically. You may change it by typing over the default name.
Beacon Time — The default Beacon Time for a reader is one minute; however, you can manually input a different value anywhere from 10 seconds to 1 day. Keep in mind, the more frequent the beacon time, the more battery power used. Note For best results, it is recommended that beacon time be set to no lower than 1 minute. Default Operate Time — The Default Operate time is three seconds. You can manually enter a different value as needed. Default Shunt Time — The Default Shunt Time is three seconds.
Figure 64 Reader Channel Selection 4 Select your desired channels. 5 Click Finish to save your settings. Note When changing a reader’s channels, ensure that it can connect to a Portal Gateway on the same channel. For example: if a reader is changed to use only Channel 17, the Portal’s channels must include Channel 17. Reader Control The Reader Control dropdown list corresponds to settings configured under the Reader Control sub tab in the Timezones tab.
Uploaded Transactions Click on the Transaction Masks ellipsis button, the Configure Controller Transactions dialog box will open. Figure 65 Configure Controller Transactions Here, you can determine what transaction types will show up in the Transactions application. If you make a transaction a priority by checking the Priority checkbox, it will come through immediately instead of waiting until the next beacon.
5 Configure AMS Software (Task 11) This chapter will provide detailed information on configuring the AMS Software. Now that Portal Gateways and Controllers have been added to and configured within the software, you are ready to configure your segment even further. The first part of this chapter will discuss the configurable items within the different categories of the Segment tab.
right of the field. The User Field Management dialog box opens. Figure 66 User Field Management 2 Click the Select Fields button at the bottom of the dialog box. The Select Segment User Fields dialog box opens. Additional pre-defined User Fields are listed on the right.
Figure 67 Select Segment User Fields 3 To add one of these fields, select the checkbox next to the field and select <
Tab in the Configurator module. See the next few sections for steps to complete this process. Creating New User Fields If the field you wish to add does not appear in the User Fields list on the right, you can add one of your own. Once this is done, you can add it to an existing Category, or create a new Category for the field. You can add any number of new fields and new categories. Perform the following steps to To create a New User Field.
3 In the Field Name category on the right, type in a new name for the new field. In the example, we used Alternate Phone Contact. 4 Select Update. When you click Finish, the Select Segment User Fields dialog box shows that your new field is now available for selection. Figure 70 User Field added to list 5 Select the Checkbox next to the field and click <