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Getting_Started > Basic Functions
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Basic Functions
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Following
are the basic system operations:
•
Find components
•
Use the
extended selection box
•
Select
components, a specific folder, a connection or a gateway
•
Print
lists or reports
•
View links
between components
•
Calling
the system tree view
Finding
Components
The
Find Components function allows operators to find a specific item or component
in the system database by using a specific character string.
There
are two types of Find Components dialogs: One that can be accessed from
any EntraPass window toolbar; One that will be accessed through all the
dialogs that pertain to users (Cards, Visitor Cards and Daypasses).
1 - In both cases, you must click the binoculars button
in the toolbar to open the Find component dialog.
• The window on the left is used to find components
and the window on the right is used to find cards.
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Icons |
Description
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Will
search the database for components or cards.
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Will
search the database for the picture that corresponds to the card
you selected in the list.
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Will
open a menu where you can select which card index you want to
search on (card number, cardholder name, card information fields,
etc.).
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2 -
To start
a search, enter a keyword and click the binoculars on the right. To reduce
the search results, check one of the boxes:
•
Results
will list all components that start with the one you have just entered,
in alphabetical order, and will include the rest of the list of components
available in the database.
•
Results
will list only components with name that start with the text you specified.
•
Results
will list all components that contain the text you specify.
3 -
If you
want to view the picture that corresponds to the card selected in the
list, click the binocular with a plus sign button.
4 -
To cancel
a search in progress, click the
button.
5 -
Click
.
The selected component in the list will be displayed in the dialog where
you initiated the search.
Using
the Extended Selection Box
An
extended selection box allows you to view all components of a drop-down
list by right-clicking on the list. This option is available where a drop-down
list exists for components such as applications, controllers, and doors.
If the option is available, a hint box is displayed when the cursor is
placed over the drop-down list.
•
Available
in the extended selection box are:
•
Contains
•
Starts
with
•
Ends
with
•
Exact
words
•
Selected
•
You can
also enter specific words in the
field
to locate a specific item.
•
You can
choose to
in the search results.
• You can also set
the number of for search result display.
Selecting
Components
The function
allows operators to select one or more system components. The method employed
may be context sensitive.
1 -
From
the active window, click the
button.
It opens a secondary window from which you may select appropriate options.
2 -
You may
need to check options that are displayed or use the
button
(left) to select all the displayed options. You may also select
to
view components that are not grouped or select
to
view the existing groups.
3 -
From the
displayed list, select the component/group you want to display. You may
check the
option
to display the components associated with the selected components.
4 -
Where
available, use the
button
to select all the components, or use the
button
to remove the check marks from the selected components. Click
to
return to the previous window without any selections or changes.
5 -
Set the
required number of columns in the Extended Selection box window to display
all components as required. A
may be employed to limit the listing.
6 -
Click
to apply selections and return to previous window.
Selecting
a Specific Folder
You may
need to browse through the
network
or
hard drive
to locate a specific folder for backups, for example.
1 -
From the
active window, click the
button
(it is identified by “...”). It opens a secondary window from which you
may select a specific folder.
2 -
To change
the destination folder, browse the Drives drop-down list (lower part of
the window). You may click the
list
to make sure that the displayed list is up-to-date.
3 -
Once you
locate the folder you are searching, click
to
go back to the active window.
Selecting
a Specific connection
or Gateway
EntraPass
offers you the ability to associate a specific component with a specific
gateway/
connection.
For example, you can define a specific holiday for a specific connection
or gateway
.
1 -
From an
active window, click the
button.
The system displays the Select
Gateway/
connection
window.
2 -
Double-click
a connection
/Gateway
from
the displayed list, then click
.
3 -
Assign
a meaningful name to the component being defined.
4 -
Follow
the steps to complete the task.
Printing
a List or a Report
Operators
may need the Print function to:
•
Print
a list of cards
•
Print
event parameters
•
Print
event-relay association
•
Setup
a report for printing
1 -
From any
EntraPass window, click the
button.
2 -
Select
the components you wish to include in your list. You can use the
button
(if available) to include all the displayed components in the list.
3 -
When you
select the
and/or
the
Print
component reference
option
(if available), the list will include the titles of the fields even if
they are empty.
4 -
When you
have finished selecting the fields, you can preview your list before you
actually print it. When you preview the list, you can:
•
Define
the printer setup
•
Print
a hardcopy of your report or list
• Save the report or list for later use with the program or load an existing
report. For more information on this program, see
Quick Report
Viewer.
5 -
If you
want to modify the settings, close, modify and print your list.
6 -
You can
use the
button
to select a specific font and font size for your list.
7 -
To select
or modify a font selection:
•
Select
the font type from the Font menu. A preview of your selection will be
displayed in the Sample box.
•
Choose
the formatting attribute from the
menu
(regular, italic, bold or bold italic).
•
Enter
the font size from the Size menu (10 or 11 is a default). The smaller
the font, the more items appear on your list.
8 -
You can
also select a colour from the
menu
(black is a default). The changes appear automatically in the sample box.
Click on
when
you are done. Use the
button
from the Print window to preview your output before printing.
Note:
If there
is no printer configured for the computer, an error message appears.
Displaying
Components Links
The
function
allows you to view all instances of an item within other menus. Therefore,
it is possible to see all links an item has with other items.
Note:
You can use
the
View
links
button
before you delete a component from the database in order to see which
menus will be affected by the deletion. You can also print the links of
a selected component.
1 -
From any
menu window, select a component and click the
button.
All the components that are associated with the selected component are
displayed.
2 -
The buttons
that are located on the left side of the components indicate the component
type. For example, if you select the
schedule
(in the Schedule definition menu) and click the
button,
the system will display a list of all the menus in which this schedule
is used.
Note:
In the highlighted
example, the
Always valid
schedule
is used as the REX (Request to EXit) schedule in the Door definition menu.
You can right-click an item to select a category. For example, if you
right-click and select Access levels, only the access levels in which
this schedule is defined are displayed.
3 -
To view
the links of the selected door with other components of the system, select
the door, then click the
button again:
4 -
All system
components that are associated with the selected door appear. In this
example, the “door” is used in the Administrator access level; users granted
this access level are allowed access to the selected door.
5 -
Click
the
button to print the information displayed on the screen.
Floating
Windows
The
floating window button can be used to move the window outside the workstation
screen. This button is located at the left of the Minimize button for
windows that support the floating window function.
It
is not possible to go back when the window is floating. It should be closed
and then reopened. No information on the window’s position is kept by
the system.
System
Tree View
The
System
Tree View button
displays the components list in a hierarchy format. The components displayed
in this window can be selected or deselected. You can access the System Tree View in
various ways:
Calling
the System Tree View from a Dialog
When
applicable, the System Tree View button
is available like in the Quick Report Request dialog.
1 -
From the
Reports toolbar > Quick Report Request
dialog.
Click on the
System
Tree View
button.
2 -
From the
System Tree View
,
you can double-click to select or deselect a component. The changes are
automatically updated on the corresponding tab.
3 -
Click back on the
System
Tree View
button
to close it.
Using
the Three-Dot Button
On
a given data field, select the three-dot (•••)
button:
Using
the Extended Selection Box
1 -
From the
System toolbar > Workspace >
EntraPass Application
tab,
right-click to load the
Extended Selection Box
:
2 -
Click on the
System Tree View
button,
you can double-click to select or deselect a component. The changes are
automatically updated in the
Extended Selection Box
.
3 -
Click back on the
System
Tree View
button
to close it.
Using
the Comment Field as Notepad
The
Comment
field,
that you can find in the
Card
and
the
Devices
menu
windows, can be edited directly but also as a Notepad window.
For
example, in the Card window
double-click anywhere in the blank as shown above. Edit the text in the
Notepad window and close it. The text is then displayed in the Comment field.
Click the Save
button.