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Users > Cards Definition
|
Cards Definition
|
Cards are
defined by the following properties: card number, card user name,
card
type,
access
level and status (valid, invalid, pending, lost/stolen or expired).
If
you have enabled the
option
in the Card format dialog (see
Defining
a Card Display Format
),
you will be able to change the card format for each card individually
from the Card dialog. This option allows more flexibility in assigning multiple cards to the user or in assigning
user cards for sites equipped with different reader technologies. In other
words, when creating a new card for a user, the operator will be able
to select a card format directly in the Card dialog, according to the
reader type used in the area where the user will be accessing the building.
If you have
enabled the
feature in the System parameters dialog (see
Credentials
Parameters
)
,
card definition will be slightly different. In this type of environment,
EntraPass allows for the creation
of a user card with no number assigned to it.
In
both cases, cards will be defined by: card user name, card type, card
access level and status (valid, invalid, pending, lost/stolen)
.
Cards records can be searched, sorted and deleted.
Issuing
a New Card
1 -
From
the
toolbar,
select the
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
button
(first button) in the toolbar. The Card number field is enabled.
3 -
Enter
the number printed on the card (
field),
then press
.
If it is a new card, the
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
field. You can enter up to 50 characters.
5 -
Check
the
checkbox.
When this option is checked, card information fields are copied to the
Visitor template database (the card number is not copied). This feature
enables you to archive profiles that are retrieved should you issue a
temporary card.
6 - Click on the box to access the 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:
From
the Card type window, you can right-click the Card type field and choose
to
create a new card type, choose
to
pick an existing card type or you can choose
to
edit an existing card type.
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
fields.
These are user definable fields. They are used to store additional information
regarding the cardholder. For example, you could use Card Information
1 to store the employee number; Card Information 2, Department where the
employee works; Card Information 3, employee address, etc. Later, card
information fields will be used to index reports, customize cardholder
lists, etc.
Note:
These information
fields are editable labels. 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
button.
Issuing a New Card in Enhanced User Management Environment
1 -
From
the
toolbar,
select the
button.
The displayed Card window is used to enter/verify general information
on the cardholder.
2 -
Click
the
button
(first button) in the toolbar. The
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 field to open the 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 typefield, you can right-click
the Card typefield
and choose New to create a new
card type, choose Select to
select an existing card type or you can choose 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
field,
see
Defining
a Card Display Format
to
enable the multiple card formats
and select a new default card format for Card #1 to Card #5
.
The default card format is HH:DDDDD (Hexadecimal and decimal 24 bits).
Note:
The
Access Level
will apply to the user which means all 5 cards.
•
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 -
As
an option, you can assign the
immediately.
8 -
If
your access rights allow it, you can decide to
card number
or
not, then the user card number in reports and message lists in the EntraPass
workstation
s
.
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 11
for Card #2 to Card #5, if applicable. The selections can be different
for the 5 cards.
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 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
button.
This feature allows you to create a new card under a new card number.
2 -
Enter
the new card number in the
field.
3 -
Select
the
options
to specify if the original card should be kept or deleted (usually kept),
then click
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
button.
2 -
From
the
drop-down list, select the door that will be used to read the cards.
3 -
Check
the following options:
•
:
if this option is checked, each time an access is granted the information
displayed will be refreshed with data relative to the 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.
•
:
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
button
without saving (when the
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
in
the Card and Visitor windows.
Viewing
Cards Assigned the Same PIN
1 - From the window,
click the button.
2 - From the or
window, click the 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
field
and press
.
The system displays the card; you may then modify the card as required.
•
Browse
the
field
using the
arrows and then select the card to be modified.
•
Browse
the
field,
using the
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: For more information on how to search information in
EntraPass, see Finding
Components.
Deleting
a Card
The
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
button,
then click
in
the
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 fields
under the 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
label
under the
tab.
The system displays the
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
label
and enter the new name in the field(s) on the right.
3 -
Select
the
option
if the information appears as an
(one-line
information) or
list
(as applicable); then click
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 tab. The Access level window appears, it displays the
/ column
and drop
down list.
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
tab.
The Access level window appears, it displays
the
/
column
and
drop
down list.
2 -
Click
the
button
(displayed on the left of the connection or Gateway list) to copy information
from a Card access group to a card.
The
/
column
displays the
sites and gateways to which an access level will be associated.
3 -
From
the
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
.
Note:
You have
to create Access levels (
Users
>
Access
Level
)
to have them displayed in the
Access Level
drop-down
list.
Assigning
Secondary Access Levels (Global/KT-NCC Only)
You
can also assign up to six secondary access levels and use an expiration
date for each secondary access level, so as to restrict access to certain
doors after the date is reached (button displayed on the right).
Note:
When a
KT-400
controller
is operating in “stand-alone” mode, the
primary
and
secondary
access
levels remain valid.
Note:
When a
KT-100
,
KT-200
or
KT-300
controller
is operating in “stand-alone” mode, the secondary access levels are no
longer valid, only the
primary
access level will remain valid.
1 -
Click
the button on the right that corresponds to the Gateway/connection you want
to define in order to access the Secondary access level dialog,
2 -
Select
the
in the scroll list to define a secondary access level.
3 -
If you
want to define an expiry date, check the
Use date
option.
This will open a calendar where you can select the
Expiration date
.
Once the date has been selected, it will appear under the
column.
Note:
The button
will display a “green” indicator when a secondary access level is assigned.
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.
To enable
the Access level exception feature,
please refer to Credentials
Parameters.
Card
Options Definition
Use
the
tab to specify and view card options.
1 -
Select
a card number using the
arrows.
The
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
field
(
section)
will be set to “Pending”.
2 -
Check
the
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
field
is set to “Expired”.
Note:
When
creating a card with a limited access time of 24 hours of less, for example
a
Day Pass,
the
card will expire at midnight. This expiration may take up to one minute
to register in the system.
3 -
Check
the
option
(if applicable). This option can only be used with the
option.
When selected, the card information will automatically be deleted on the
expiry date (using the end date specified), otherwise the
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
option
to force users to enter a PIN on keypad to access all doors, then in the
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 drop-down
list, assign a state to the selected card. By default, a card is valid.
The following s are available:
•
:
the card is functional,
•
:
the card is NOT functional,
•
:
the card is NOT functional,
•
:
the card is not yet functional.
•
:
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
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.
8 -
Set
according to user privileges.
Note: If
required check the Privileged operation option
to override any security measures regarding doors.
9 - 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
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
button,
then the
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 -
From
the
Card
window,
select the
tab.
2 -
Check
the
option in order to enable the card use count feature.
3 -
From
the
scrolling
list, set the maximum number you want this card to be used. You may enter
the number in the field or use the
arrows.
Note:
Once
you set the
Card count value
,
the
Card count options
field
is automatically incremented each time the cardholder uses the card. After
a certain number of uses, you may check the
Reset to zero
field
if you want the counter to be reset to zero when the maximum value is
reached.
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
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
to
import it into the
window.
Note:
Files with
the following extensions are supported: BMP, EMF, WMF, JPG, GIF, PNG,
PCD, and TIF.
•
:
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
option
is enabled only when the option is
checked: >
>
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
.
This option is enabled only when the Video capture capability has been
enabled in the Options menu (
>
>
).
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
button
when you are satisfied with the displayed image, then click the
button
to
paste and save the displayed image.
4 - To associate a badge layout with the defined card,
select one from the 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:
•
:
allows you to select a previously saved 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
.
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 ( >
>
).
1 -
From
the Card window, right-click the signature area. A shortcut menu appears.
2 -
From
the shortcut menu, select
.
The Signature window appears, allowing you to preview the signature.
3 -
Click
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
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
.
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
).
3 -
Adjust
the features of the image using the displayed options. The
option
enables you to go back to the original image:
•
:
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.
•
:
this feature provides more definition to blurry images by applying sharpening
only when an edge is found.
•
:
this feature allows you to add light to the image by sliding towards the
positive values.
•
this feature allows you to undo all the changes and to restore the original
image.
4 -
Click
to
close the
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
badges,
and
from a
or
from all
windows.
The software is set up to let you print one single or double-sided badges.
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
toolbar,
then click the
button.
2 -
From
the
Printer options
window,
select the
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
option
to indicate to the system that a badge printer is selected. If the
option
is checked, the Print badge and Preview badge are displayed in windows
where you can print badges
(Card,
Visitor, and Daypass windows).
4 -
From
the
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
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 -
From
the Card, Visitor or Daypass window,
click
the
button.
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:
•
:
only the front side (preview in the left-hand pane) is printed.
•
:
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.
•
:
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.