|
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Cards Definition |
Cards are
defined by the following properties: card number, card user name,
An activity report icon on the toolbar becomes available when you select a card. Use this icon to generate a quick report based on time parameters. The report contains the following information on the user's card: date and time, event message, card number, and many description columns. For more information on the report options, see Previewing reports.
| Icon | Description |
|---|---|
 | Activity report: this generates a last transactions report based on the time parameters you enter. On completion of the report, EntraPass generates an event with details of who requested the report, and for what user. |
1 - From the Users toolbar, select the Card button. The displayed Card window is used to enter/verify general information on the cardholder.
NOTE: If you enabled the Enhanced User Management, move to the next section to see Issuing a New Card in Enhanced User Management Environment.
2 - Click the New button (first button) in the toolbar. The Card number field is enabled.
3 - Enter the number printed on the card ( Card number field), then press Enter . If it is a new card, the Card user name field is initialized with “New user”. If the card already exists, the system displays information about the card.
4 - Enter the card holder’s name in the Card user name field. You can enter up to 50 characters.
5 -
6 - Click the Card type box to access the Card type menu. Select the card type for the new card. The card type is used to group cardholders; it is useful for modifying an existing card group and creating reports, etc. For more information on how to create/modify card types, see Card Type Definition.
NOTE:
NOTE: The system automatically displays the Creation date , the Modification date and the Modification count information on the upper right-hand side of the Card dialog.
7 -
Fill
out the
Card Information 1 to
NOTE: The information field labels are editable. To rename an information field label, double-click it, then enter the appropriate name in the displayed fields. You can enter up to 50 characters.
8 - Click the Save button.
Issuing a New Card in Enhanced User Management Environment
1 - From the Users toolbar, select the Card button. The displayed Card window is used to enter/verify general information on the cardholder.
2 - Click the New button (first button) in the toolbar. The Card user name field is enabled to enter the card holder’s name. You can enter up to 50 characters.
3 - Click Save .
4 - Double-click on the Card type field to open the Card type window. Select the card type for the new card. The card type is used to group cardholders; it is useful for modifying an existing card group and creating reports, etc. For more information on how to create/modify card types, see Card Type Definition.
NOTE: In the Card type field, you can right-click the Card type field and choose New to create a new card type, choose Select to select an existing card type or you can choose Edit to edit an existing card type.
5 - Click on the Card number tab, double-click on Card #1 if you want to change the label.
6 - Enter the Card number .
•
If
EntraPass was previously configured for
Multiple Card Format
,
you can modify the card format by right-clicking the
Card number
field,
see
Defining
a Card Display Format
to
enable the multiple card formats
NOTE:
• When the Multiple Card Format is enabled: A list of all card formats will be displayed when you right-click in the card number field.
• When a card format has been defined by the system administrator, the card format (the one in use) has a check mark next to its description.
7 -
8 -
If
your access rights allow it, you can decide to
Display
card number
or
not, then the user card number in reports and message lists in the EntraPass
workstation
NOTE: The system automatically displays the Creation date, the Modification date and the Modification count information on the upper right-hand side of the Card dialog.
9 - Check the Use expiration date option and select the corresponding date.
10 - Check the Trace option if you want to monitor the use of a particular card. Selecting this option will cause the “Card traced” event to be generated each time this card is presented to a card reader. For example, you can request and generate a report containing the “card traced” event in order to verify user actions.
11 - Check the Stolen/Lost option, if the card has been stolen or lost. The card will not be functional anymore.
12 - Repeat Steps 5 to
Use the Card audit trail icon to view who made changes, and when the changes occurred on a card.
To provide access to the Audit trail functionality, you must give permission to the operator to use Audit in the System group, for more information, see Security level.
1 - Click Users, click Card, and select a cardholder from the Card user name list.
2 - To open the Audit window, in the toolbar, click the Audit trail icon.
The Audit window contains two tables the first table contains the following card information:
• Color coded column: indicates if the card was created, modified, or deleted.
○ Green: Create
○ Blue: Modify
○ Red: Delete
• Date and time: the date and time an operator created, modified, or deleted the card.
• Operator: the name of the operator who made the change.
• Count: the number of fields that were changed.
The second table contains the following card information:
• Reference type: the connection, site, or gateway connected to the card that changed.
• Reference: the item the change references.
• Field name: the name of the GUI field.
• Old value: the value before the change occurred.
• New value: the value when the system saved the change.
• Field description: description of the field name.
To access the following column options, click the Filter icon on the upper left of the table.
• Data type: the database data type:
○ Time
○ Integer
○ Object
○ Components
• Table name: the database table name.
NOTE: Define the results based on the amount of records, or by date. For more information see, Server logs in System parameter.
To access the context menu, select a table entry, and right-click. The following options are available:
• CSV export selected: export the selected entry of the card audit trail to a CSV format file.
• CSV export all: export the entire content of the card audit trail to a CSV format file.
• View old value: view a window with the value before the change.
• View old value parent: view a window of the parent of the selected component with the value before the change.
• View old value link: view a window representing a link to the component with the value before the change.
• View new value: view a window with the value after the change.
• View new value parent: view a window of the parent of the selected component with the value after change.
• View new value link: view a window representing a link to the component with the value after the change.
Quick Access to Door List per Card
This feature allows to quickly and conveniently display the list of doors with an associated schedule for all access levels of the selected user.
1 - From the Users/Card menu, click the Door access list button:
The information is displayed over five columns:
• Gateway/connection button
• Gateway/connection description
• Door description
• Schedule description
NOTE: This information can be exported to a CSV file for printing and report purposes.
The same information is also available from the View card information window by clicking the Door access list button:
Creating New Cards Using the “Save As” Feature
The Save as feature allows you to create a new card based on an existing card, only making changes to specific information. For example: changing only the user name and keeping all other card information.
1 - Type required changes into specific fields in the Card window and click the Save as button. This feature allows you to create a new card under a new card number.
2 - Enter the new card number in the New card number field.
3 - Select the Keep/Delete original card options to specify if the original card should be kept or deleted (usually kept), then click OK to save the new information. The Card window is displayed.
Issuing Cards Using the “Batch Load” Feature
The Batch Load feature allows operators to issue cards by presenting cards to a door reader. The card number is displayed on an “unknown card” or “access denied” event messages. During a Batch Load operation, the operator can create new cards or modify existing ones.
1 - From the Card window, click the Batch Load button.
2 - From the Door drop-down list, select the door that will be used to read the cards.
3 - Check the following options:
• Refresh an access granted : if this option is checked, each time an access is granted the information displayed will be refreshed with data relative to the card.
• Save on new card : if this option is checked, new cards will be saved in the card database on an “unknown card” event message. If this box is not checked, the operator will have to save the card manually each time a card is read.
NOTE: When this option is selected, the first card presented to the door reader will be saved only when presenting a second card or by pressing the save button.
• Find : allows operators to search for an existing card in order to create a new card based on the existing card data.
NOTE: If an operator clicks the Close button without saving (when the Save button is still enabled), a system prompt will ask to save the last information.
Viewing and Verifying PINs
EntraPass
enables you to view and validate each configured cardholders’ PINs
Viewing Cards Assigned the Same PIN
1 - From the Card window, click the List of PIN owners button.
2 - From the Card or Visitor window, click the List of PIN owners button.
3 - Enter the PIN number you wish to validate and click OK. A list containing all operators that have a PIN number will be displayed on the screen.
NOTE: If the system is set to PIN duplication (Options > System Parameters), and if the PIN is used by more than one cardholders, the system displays a list of cardholders who are using the PIN. This feature is useful when for example you want to display the list of cardholders who are using a given PIN or if you are issuing new cards and you want to verify which PINs are already being used.
Card Handling
Editing a Card
• Enter the card number in the Card number field and press Enter . The system displays the card; you may then modify the card as required.
• Browse the Card number field using the Up/down arrows and then select the card to be modified.
• Browse the Card user name field, using the Up/down arrows.
Finding a Card
You can perform two types of card searches from the Card dialog toolbar:
• Find the
card information
• Find archived
card information 
NOTE: You can also type a user name into the card user name field. When you begin to type an auto-complete will be displayed to help you find existing card user names.
NOTE: For more information on how to search information in EntraPass, see Finding Components.
Deleting a Card
The Delete feature allows an operator who has the proper access rights to remove a card from the cardholder database. A card that has been deleted from the cardholder database must be re-issued again in order to use it again.
1 - Locate the card you want to delete.
2 - Click the Delete button, then click Yes in the Warning message box.
NOTE: Although a deleted card is removed from the card database, it remains in the card history; all events involving that card remain in the event messages database. An event report locating past events that involved any deleted card can be performed.
Customizing Card Information Fields
You may rename Card information fields under the General tab according to your organization requirements. These fields can contain any information. They can be used as edit boxes or drop-down lists.
1 - In the Card definition dialog, select any card, then double-click the Card information label under the General tab. The system displays the Change labels window .
2 - Select the field you want to modify on the left, and enter the name in the field on the right. If your system operates in two languages, two fields will be available to enter the field name in both languages. For example, if you want to rename Card Information 1 to Employee number , double-click the Card Information 1 label and enter the new name in the field(s) on the right.
3 - Select the Edit field option if the information appears as an Edit field (one-line information) or Drop-down list (as applicable); then click OK to save your modifications.
4 - You need to repeat these steps for all the fields you want to modify.
NOTE: Check Mandatory field to ensure that this field is not left empty.
NOTE: An operator must have full access privileges to edit card information fields. An operator with read only access may only view information in these fields.
NOTE: The operator can make a search based on any of the 40 fields of card information.
Cardholder Access Levels Assignation
An access level must be assigned to each card. Access levels determine where and when the card will be valid. The access level allows the cardholder entry to selected locations during specified schedules. For information on defining access levels, see Access Levels Definition.
NOTE: When you modify the access level assigned to a card, you also modify the user’s access permission to the doors and schedules associated to that access level.
In order to assign an access level to a card, you have to:
• Create schedules that will correspond to the time the user has access to the desired doors,
• Assign the created schedule to the desired doors (in the Access level definition menu),
• Assign the access level to cards.
Assigning Additional Access Levels (Multi-site gateway only)
Using the KT-400, KT-400 rev1, and KT-1 up to five total access levels per user/connection are possible.
1 - From
the Card definition window, select the Access level tab. The Access level window appears, it displays
A small box in the far right column indicates the connection has controllers which accept multiple access levels. If the box is black, no additional access levels have been added. If the box is green, at least one additional access level has been assigned. If the box is yellow, the access level has doors from legacy controllers, which prevent additional levels to be assigned.
2 - Select the desired Gateway or connection by clicking the small box in the far right column. The Additional access levels window will appear with the different Gateways and Connections.
3 - From the Additional access levels window, additional access levels can be assigned.
NOTE: If there is a warning exclamation sign in the right column beside the Access level, there are controllers associated with access level which do not support additional access levels, such as the KT-100, KT-200 and the KT-300.
Assigning an Access Level to a Cardholder
1 -
From
the Card definition window, select the
Access level
tab.
The Access level window appears, it displays
2 -
Click
the
Card access group
button
(displayed on the left of the connection or Gateway list) to copy information
from a Card access group to a card.
3 - From the Access level drop-down list, select the access level that will determine the card holder’s access to the doors of the selected connection. If you do not want this cardholder to have access to the door of this connection, leave this field to None .
NOTE: You have to create Access levels ( Users > Access Level ) to have them displayed in the Access Level drop-down list.
Access Exception
Use the Access exception tab to link a specific schedule to a door.
1 - From the left panel, select a door.
2 - From the right panel, select a schedule using the
drop-down list. Use the 
and buttons to add or remove doors from the list on the right.
3 - Under the Access column, choose between Allow or Deny.
NOTE: Only doors with an associated schedule will be saved.
Warning: User list report does not take Access Exception into account.
To enable the Access level exception feature, please refer to Credentials Parameters.
Card Options Definition
Use the Miscellaneous tab to specify and view card options.
1 - Select a card number using the Up/down arrows. The Start date field indicates the card creation date. You can change this information by selecting another date in the displayed calender. The start date must be the same day or earlier than the current date; else, the Card state field ( Miscellaneous section) will be set to “Pending”.
2 - Check the Use end date box if applicable. When this box is checked, the system displays a calender allowing you to select the end date. When the end date is reached, the Card state field is set to “Expired”.
3 - Check the Delete when expired option (if applicable). This option can only be used with the Use end date option. When selected, the card information will automatically be deleted on the expiry date (using the end date and hour specified), otherwise the Card state field will be modified to “Expired”.
NOTE: A deleted card is a card that is not active in the system database. Even if a card was deleted, previous events generated by this card are still stored in the archive file.
4 - Check the Wait for keypad option to force users to enter a PIN on keypad to access all doors, then in the Editable PIN field enter the PIN that users will be required to enter.
5 - Editable PIN number: The operator can enter the number of digits needed by the reader/keypad to grant access (see Defining a Card Display Format for more information).
NOTE: Selecting the Wait for keypad will delay access to a door for this card until the correct PIN has been entered on a keypad. This only affects doors defined with both reader and keypad in the Door Definition menu (Devices > Doors). The keypad schedule must also be valid for this door. For more information on defining a door, see Doors Configuration.
6 - From the Card state drop-down list, assign a state to the selected card. By default, a card is valid. The following s are available:
• Valid : the card is functional,
• Invalid : the card is NOT functional,
• Lost/Stolen : the card is NOT functional,
• Pending : the card is not yet functional.
• Expired : the card has reached its expiry date.
NOTE: You cannot force a card state to Pending by selecting this state from the Card state drop-down list. To do so, you have to change the Start date.
7 - Check the Disable passback option if you want the card to override the passback option when defined.
NOTE: If your are issuing a card for a cardholder with disabilities, check the Extended door access delay option. To enable this option in the system, you have to define appropriate delays in the Door definition.
NOTE: If your are issuing a card for a cardholder with disabilities, check the Extended door access delay option. To enable this option in the system, you have to define appropriate delays in the Door definition. This option is also available when defining visitor cards.
NOTE: If required check the Privileged operation option to override any security measures regarding doors.
8 - Allow multiple-swipe (KT-400 and KT-1 only): Enable the multi-swipe action (see Card Multi-Swipe for more information).
Adding Comments to a Card
1 - From the Card window, select the Comment tab.
2 - Enter a comment (if necessary) relative to this cardholder. The displayed field can be used to store additional information in the database. Maximum allowed: up to 241 characters.
3 - Click the Save button, then the Close button to exit.
Limiting Card Usage
EntraPass offers the ability to set card use count options so that you may limit the number of times a card can be used.
1 -
2 -
3 -
NOTE:
NOTE: Smartlink must be running for this feature be available.
Assigning Pictures and Signatures
EntraPass offers the ability to associate photos and signatures with cardholders and to associate badge templates with cards as well as to print badges. Photos and signatures can be retrieved from files, pasted from the clipboard, or captured using an appropriate device. For capturing signatures, signature pads such as Topaz are recommended.
Assigning a Picture from a File
1 - From the Card window, select the Picture tab.
NOTE: The Video capture option is enabled only when a video capturing device is installed.
2 - Right-click the picture area. A shortcut menu appears; choose the appropriate action:
• Get picture from file: This option allows you to select a previously saved picture:
3 - From the Files of type drop-down list, select the file type you are looking for or leave this field to All to display all image files. Make sure that the Auto displayer option is selected to enable preview.
4 - Select the directory where the image is stored. Select the image you are looking for, then click Open to import it into the Card window.
NOTE: Files with the following extensions are supported: BMP, EMF, WMF, JPG, GIF, PNG, PCD, and TIF.
• Paste picture : this option allows you to paste a picture from the clipboard. To use this option, you have to copy the picture, then paste it into the picture window.
NOTE: To delete the imported picture, right-click the picture, then choose Clear picture from the shortcut menu.
Assigning a Picture Using a Video Camera
The Video capture option is enabled only when the option Enable video capture is checked: Options > Multimedia devices > Video capture tab.
NOTE: Before you can capture images using a video camera, all equipment needs to be properly configured. For more information, consult your manufacturer’s device manual. If you have more than one video driver, you will need to specify the video driver to be used ( Options > Multimedia devices > Video tab).
1 - Right-click the picture area.
2 - From the shortcut menu, select Video capture . This option is enabled only when the Video capture capability has been enabled in the Options menu ( Options > Multimedia devices > Video ).
NOTE: Options may vary depending on the video capture program. If you have more than one video driver, you will need to specify the video driver you are using. For more information on configuring your video drivers, see Multimedia Devices Configuration.
3 - Click the Freeze button when you are satisfied with the displayed image, then click the Capture button to paste and save the displayed image.
4 - To associate a badge layout with the defined card, select one from the Badge layout list. For information on how to define a badge layout, see Badges Designing.
NOTE: The Print badge and Preview badge buttons are enabled only when a badge printer and badge layout has been selected and the option Use badge printer checked: Options > Printer options > Badge printer . If these buttons are enabled, you can preview and print the card holder’s badge.
Importing a signature from a file
You can import a signature, just as you import other images such as logos or pictures into the card.
1 - From the Card window, right-click the signature area. A shortcut menu appears.
2 - From the shortcut menu, make the appropriate choice:
• Get signature from file : allows you to select a previously saved signature,
• Paste signature : allows you to paste a signature that was previously copied to the clipboard. The option is enabled when there is content in the clipboard.
NOTE: The Signature pad option is enabled only when the appropriate device is enabled in the Options menu ( Options > Multimedia devices > Signature ).
3 - Select the signature file, then click Open .
Adding a Signature from a Signature Capture Device
Use this option if a Signature Capture Device is installed and configured. The Signature pad option is enabled only when the appropriate device is enabled in the Options menu (Options > Multimedia devices > Signature).
1 - From the Card window, right-click the signature area. A shortcut menu appears.
2 - From the shortcut menu, select Signature pad . The Signature window appears, allowing you to preview the signature.
3 - Click OK to paste the signature in the card window.
Working with Photos and Signatures
The EntraPass Integrated Badging feature allows users to extract part of an image or enhance images that are incorporated into cards.
Extracting Part of an Image
If you have incorporated a large image but you need only part of it, you can select and extract the part that you want to assign to the card (picture, signature).
1 - Right-click the image you have just imported.
NOTE: The Extract option is enabled after you have started the selection mode. Similarly, the Undo option is enabled only when an image has been pasted.
2 - Select Start selection mode from the shortcut menu.
NOTE: You can increase the size of the selection rectangle by dragging its sides and corners to adjust to the part of the image you want to extract. You can also move it by dragging it to the desired area of the image.
3 - Once you have selected the part you want to incorporate into the card, right-click the image again. A shortcut menu appears.
NOTE: To disable the current selection, right-click the picture, then select Cancel selection mode . Select Undo to discard the changes. The Undo option is enabled only when you have pasted an image.
4 - From the shortcut menu, select Extract .
Editing a Picture/Signature
1 - Right click the image you want to edit.
NOTE: The Bar code area allows you to assign a bar code to a badge for identification purposes. Select any item from the drop-down list to be used as the value of the bar code. Select Custom to enable the Value field and type a specific bar code value. If you do not enter a custom bar code value, the Card number is used as the default value.
2 - From the shortcut menu, select Edit (picture or signature ).
3 - Adjust the features of the image using the displayed options. The Reset all option enables you to go back to the original image:
• Auto contrast : this feature gives better contrast by intensifying lights and shadows: it makes the darks darker and the lights lighter. In general, this auto contrast feature gives a good result when a simple contrast adjustment is needed to improve an image’s contrast.
• Sharpen : this feature provides more definition to blurry images by applying sharpening only when an edge is found.
• Brightness : this feature allows you to add light to the image by sliding towards the positive values.
• Reset all: this feature allows you to undo all the changes and to restore the original image.
4 - Click OK to close the Picture editing window.
5 - From the Badge layout pull-down menu, select a layout to associate with the card you have defined To define a badge layout, see Badges Designing.
Printing Badges
You may
print
Before you print, you have to select a badge printer. It may be any network printer, or a specific badge printer.
Selecting a Badge Printer
1 - From the EntraPass Workstation window, select the Options toolbar, then click the Printer Options button.
2 - From the Printer options window, select the Badge printer tab.
NOTE: You can print badges to any network printer. However, to print badges on appropriate cards, you have to select a badge printer.
3 -
Check
the
Badge printer
option
to indicate to the system that a badge printer is selected. If the
Badge
printer
option
is checked, the Print badge and Preview badge are displayed in windows
where you can print badges
4 - From the Select badge printer drop-down list, select the printer dedicated to badging.
5 - Adjust the margins:
• Origin offset, X axis: indicates the left margin.
• Y axis indicates the upper margin.
Previewing and Printing Badges
The Badge - Preview and Print window allows you to preview a badge layout with card information (if the badge layout is associated with a card) or with default values (if the template is not yet associated with a particular card). The program permits you to print single or double sided badges.
1 -
NOTE: From the Badge design window, the preview option allows you to view a badge with default values since there is no card associated with it.
2 - From the Badge - Preview and Print window, choose a printing option:
• Print front side : only the front side (preview in the left-hand pane) is printed.
• Print back side : only the back side (preview in the right-hand pane) is printed. This button is enabled only when the badge is defined with two sides.
• Print both sides : the front and back side are printed. This button is enabled only when the badge is defined with two sides.
NOTE: Important! In order to print badges with bar codes, your printer has to be properly set. You have to select the “black resin” option, otherwise, bar code readers may not detect the bar code. If you have problems with bar code printing or reading, refer to your printer manufacturer’s manual.