i3 International Portal Software User guide

Brand: i3 International

Model: Portal Software

Type: User guide

Portal Card Access System

User Guide

The contents of this user manual are protected under copyrights and computer program laws.

Rev. 090831

Portal Card Access System® User Guide

by Bob Hoang, Training Manager, Mykone Saunders, Creative Producer, and Olga Alexeenko, Technical Writer/Editor

All rights reserved. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval

system, without the prior written permission of the copyright owner and the publisher. Portal is a registered trademark of i³DVR International. i³DVR reserves the right to change the contents of this manual

without notice.

Disclaimer

The Portal User Guide is provided as is, without warranty of any kind, expressed or implied, including but not limited to performance, merchantability, or fitness for any particular purpose. Neither i³DVR Inter-

national Inc. nor its dealers or distributors shall be liable to any person or entity with respect to any liability, loss, or damage, caused or alleged to have been caused directly or indirectly by this information.

Furthermore i³DVR International Inc. reserves the right to revise this publication, and to make changes to the content at any time, without notice.

This manual offers the easiest, most efficient way of wiring and configuring Portal Card Access system. In most cases, customization can be made at the installer"s discretion. i³DVR will not be held responsible

for system malfunctioning as a result of improper wiring and/or configurations. The Quick Setup function in Portal software application may only be used if the suggested wiring standards are followed.

This manual is consistent with Portal Card Access System software v. 2.0.

FCC

This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference

received, including interference that may cause undesired operation.

Address:

i3DVR International Inc. • 780 Birchmount Road, Unit 16 • Scarborough • Ontario • Canada M1K 5H4

Tech Support: 1.877.877.7241

Web Site: www.i3dvr.com

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Table of Contents

1. Initial Software Installation and Setup .................................................................................................................... 1

1.1. Installing Portal Software on Host PC .......................................................................................................... 2

1.2. Basic Portal Software Configuration ............................................................................................................ 4

2. Portal Most Commonly Used Functions ................................................................................................................... 8

2.1. Navigating Portal Software ..................................................................................................................... 9

2.2. Managing Card Holders ........................................................................................................................ 12

2.2.1. Find Card Holder(s) .................................................................................................................. 15

2.3. Managing Access Groups ...................................................................................................................... 16

2.4. Managing Schedules ........................................................................................................................... 19

2.5. Managing Holidays ............................................................................................................................ 21

2.6. Direct Control .................................................................................................................................. 22

2.7. Generating Reports ............................................................................................................................ 24

2.7.1. Working Hours Report ............................................................................................................... 24

2.7.2. Event Report ......................................................................................................................... 25

2.8. Settings Upload ................................................................................................................................ 27

3. Advanced Setup ......................................................................................................................................... 29

3.1. Adding/Deleting Controllers .................................................................................................................... 30

3.2. Configuring Readers and External Devices (inputs/outputs) ................................................................................... 31

3.2.1. Assigning Access Points to Access Groups .......................................................................................... 32

3.2.2. Configuring Reader Settings ......................................................................................................... 33

3.2.3. Configuring Output Settings ......................................................................................................... 35

3.2.4. Configuring Input Settings ........................................................................................................... 36

3.2.5. Configuring Input Actions ............................................................................................................ 37

3.3. Configuring Anti-Passback ..................................................................................................................... 39

3.3.1. Configuring Timed Anti-Passback .................................................................................................... 40

3.3.2. Configuring Standard Anti-Passback ................................................................................................. 41

3.4. Configuring Text Overlay for DVMS ........................................................................................................... 43

4. Appendix ................................................................................................................................................. 45

4.1. Step-by-Step Hardware Installation Guide ..................................................................................................... 46

4.1.1. Unpacking ........................................................................................................................... 46

4.1.2. Mounting Portal Card Access System ............................................................................................... 48

4.1.3. Grounding Portal Card Access System ............................................................................................... 49

4.1.4. Configuring Controller ID ............................................................................................................ 49

4.1.5. Connecting Controller to Power Board .............................................................................................. 51

4.1.6. Connecting RS-232 DB9 Cable to First Controller ................................................................................... 52

4.1.7. Connecting Reader(s) to Controller .................................................................................................. 56

4.1.8. Connecting Multiple Controllers into a Network (RS-485) ........................................................................... 57

4.1.9. Connecting Inputs to Controller ...................................................................................................... 58

4.1.10. Connecting Outputs to Controller .................................................................................................. 59

4.1.11. Tips and Reminders ................................................................................................................ 60

4.2. Card Access Controller Wiring Diagram ........................................................................................................ 61

4.3. Portal Card Access System Specifications ..................................................................................................... 62

4.4. Status LED"s and Reset Button ............................................................................................................... 63

4.4.1. Firmware Update .................................................................................................................... 63

4.5. Glossary ........................................................................................................................................ 66

Index ........................................................................................................................................................ 67

iii

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Initial Software Installation and Setup

Topics Covered

• Installing Portal Software on Host PC

• Basic Portal Software Configuration

This chapter describes the steps required for initial software installation on the host PC.

Host PC minimum hardware requirements:

• Window XP

• 512 RAM

• Pentium III, 500 MHz

• Super VGA Video Card

• 40 GB Hard drive

• CD/DVD drive

• COM (Serial) port

• Network interface card if RS-232 is unavailable

• .NET Framework 3.0 installed (available on Portal software CD included with the system)

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1.1. Installing Portal Software on Host PC

In order to program installed hardware and to operate the Card Access System, install Portal software onto the host PC.

Host PC must be connected to the first Controller in the daisy chain network via RS-232 or TCP/IP (optional upgrade)

connection.

1. Connect the P-PORTALDB9 cable to the serial COM port on the host PC. If the optional TCP/IP interface is used,

connect the network cable from Portal TCP/IP converter to the RJ45 port on the motherboard or the network card

of the host PC. Remember that the maximum RS-232 cable length may not exceed 150 feet (50 meters).

2. Locate and open the Portal software CD that was shipped with the Portal Card Access system.

Run the Portal software installation file: setup.exe.

In the first Setup Wizard window, click Next.

In the second Setup Wizard window, select the software installation folder by clicking Browse or leave the default

installation folder. Select Everyone or Just me radio button to specify who will have access to Portal software

application (if you have multiple users on your PC).

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Click Next in the Confirm Installation window to proceed with the software installation.

7. Wait while the software is installing on the PC.

Enter the Company name in the next window and click OK.

Tip

Company name may later be edited in the

Portal software setup.

Wait for the Installation Complete window to be displayed. Click Close to complete the installation.

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1.2. Basic Portal Software Configuration

To interface the installed hardware with Portal Card Access System software, follow these instructions.

1. After the portal software was successfully installed onto your Host PC, locate the Portal Card Access System software

icon on the Desktop and launch the software application.

In the login window, enter the default user name and password: i3dvr / i3dvr

Click Yes in the System setup window to configure hardware connection settings.

4. The Connection window will be displayed. Configure the connection type to either Serial, if RS-232 connection is used

between host PC and the Controller, or to TCP/IP if the converter board (I3-S2E) is used.

For Serial connection, select the serial COM port used for RS-232 connection. Make sure that 9600 baud rate

is selected, to match Controller setting.

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For TCP/IP connection, enter the IP address and the Port number of the converter. The default port number is

10001. See section Configuring IP Address for TCP/IP Converter of the manual for information on how to configure

IP Address for TCP/IP Converter.

Click Yes in the next System setup window to auto-detect all Controllers connected to the host PC.

6. Wait while Portal software checks for connected Controllers.

Click Setup button next to the first detected Controller to configure it.

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8. Quick Controller Setup window will be displayed.

Important

To use this setup window, you must abide

by default wiring recommendations. See

Card Access Controller Wiring Diagram and

Connecting Inputs to Controller, Connecting

Outputs to Controller sections for more in-

formation. If the devices were wired differ-

ently, use Advanced Setup.

a. Name the Controller. It is good practice to name the Controller according to its physical location in the facility.

This will simplify the servicing procedure later on.

b. Depending on whether both readers are used on the same access point (door) or on different doors, select the

appropriate radio button in Access points per Controller. If 1 (two readers per door) option is selected,

Access Point B will be disabled below as well as RTE device for Access Point A (since Reader B will be essentially

used as RTE device).

c. Check off all the devices connected to Access Point A and/or B: Request to Exit, Door Contact, and Door Lock.

If both readers are being used on the same door, make sure to wire Door Contact input and/or Door Lock output

to Reader A.

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Note that to be able to check these devices in the Quick Setup, you must abide by default wiring recommendations.

See Card Access Controller Wiring Diagram and Connecting Inputs to Controller, Connecting Outputs to Controller

sections for more information.

Check off all used devices under Other functions category: Low battery, Power failure, Tamper.

Please note that an additional battery must be purchased to use Low battery and Power failure functions.

Portal Card Access chassis (P-PORTALCHASSIS) comes with a N/C tamper switch for Tamper detection. All these

inputs must be properly connected to the Controller board in accordance with wiring recommendations. See Card

Access Controller Wiring Diagram and Connecting Inputs to Controller, Connecting Outputs to Controller sections

for more information.

Click OK once the Controller setup is complete.

f. Repeat above steps for all detected Controllers.

The configured access points will be added as separate entries in the Controller setup. The Controller panel will be

displayed in the Hardware Monitor below.

This completes the initial Controller installation.

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Portal Most Commonly Used Functions

Topics Covered

• Navigating Portal Software

• Managing Card Holders

• Managing Access Groups

• Managing Schedules

• Managing Holidays

• Direct Control

• Generating Reports

• Settings Upload

This chapter will demonstrate the usage of Portal most commonly used features. The sections are offered in a logical

order that will reduce software setup time. This chapter covers card holder and access group management, access

schedules, generation of working hours and event reports, direct control of the access point, input/output configurations

as well as anti-passback features.

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2.1. Navigating Portal Software

If the Portal Card Access System is not currently open, locate the Portal Card Access System software icon on the Desktop

and launch the software application.

In the login window, enter the default user name and password: i3dvr / i3dvr

Tip

i3dvr is a default Administrator user. Addi-

tional users (operators) may be created in

Setup -> Application -> Operators software

section.

Portal Card Access Main Screen will be displayed. Portal Card Access System software GUI (Graphic User Interface)

strives towards the ease-of-use through intuitiveness of the software layout.

Main Menu: Easy access to specific software sections.

File: Export to Excel (reports only), Print (reports only), Logout, Work Offline, Exit

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View: Hardware monitor, Log Monitor (Alarm log, Log details)

ii.

Control

i. Stop downloading logs

ii. Upload settings

iii. Synchronize date and time

iv. Direct control

Tools

i. System utilities (Backup settings, Restore settings, Disk space checkup, Archive event logs, Restore arcived

logs, Database integrity checkup, Check hardware configuration, Detect new Controllers, Administrative Tools

(Deleted card holders, Duplicated card holders, Regional options, Data storage, Firmware)

ii. Card holders (List all, Add new, Batch load)

iii. Schedules (List all, Add new)

iv. Access groups (List all, Add new)

v. Setup

Reports: Working hours report, Event report, Custom reports (New, Save, Save As, Rename, Delete)

Help: Help index, About

Control Panel: Add New, Properties, Export (reports only), Print (reports only), Clear (reports and log monitor only)

Navigation Panel: Switch between most commonly used software features and full software Setup

Switchboard: Easy access to most commonly used software features

Quick access buttons: New Card Holder, Find Card Holder(s), Direct Control, Working Hours Report, Event

Report

ii. Log Monitor - see the real-time list of event logs

iii. Card Holders - see the full list of all added card holders

iv. Schedules - see the list of all added access schedules

v. Access groups - see the list of all added access groups

Setup: Full software setup

Access Control: Connection, Controllers, Controller Shared Properties, Anti-Passback, Facility Codes, Card

Holders, Schedules, Access Groups, Holidays

ii.

Infrastructure: Company Info, Departments, Titles, Employment Categories, Countries, Provinces

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iii.

Application: General Preferences, Log Monitor Preferences, Operator Groups, Operators

Log Monitor/Navigation window. Log monitor entries and software detailed settings will be displayed in this

window.

Hardware Monitor panel. Monitor your Controller connections as well as tamper, power failure and low battery

events.

Warning signal will be flashing on the Hardware monitor panel until the detected problem is resolved. Doble-

click on the flashing symbol to see the Trouble Report.

Status panel. Status panel displays the current date and time, the name of a current software operator (e.g. Ad-

ministrator), and the name of a currently displayed software section (e.g. Log Monitor, Event Report, etc.)

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2.2. Managing Card Holders

Adding new card holders with Portal software is fast and easy. Up to 2000 card holders can be entered into Portal Card

Access system. All used cards must be of the same format: 26 bit or i³DVR proprietary 46 bit format. All cards shipped

with Portal Card Access System and/or ordered from i³DVR are 46 bit format.

Due to the relationship of software settings, the following should be configured prior to adding a new card holder:

Facility Codes

Access group(s) (if used)

Company Information (optional): department names, employee titles

Schedules (if custom schedules will be used)

To add a new card holder, do one the following:

In the Switchboard, click New Card Holder quick access button .

Go (Tools) -> Setup -> Access Control -> Card Holders. Click Add New on the Control Panel or right-click inside

the Card Holders Navigation window and select Add new... from the context menu.

1. The simple New Card Holder form will be displayed.

Enter Employee number (if applicable). If the employee does not have a unique employee number, the program

will automatically assign the next available number in a sequence.

Enter employee First, Last and Middle (if applicable) names.

Select employee card Facility code from the drop-down menu. The facility code is first number printed on the card

(see image). If facility codes were not previously configured, click Add new button and add all used facility codes.

Enter employee Card number. The card number is the second number printed on the card (see image.)

Tip

Ignore all zeros (0) printed in front of access

card number and facility code.

Click OK to add new card holder or click Show details to add additional employee information.

If Show details button was clicked, complete form will be displayed. (see example below)

Managing Card HoldersChapter 2. Portal Most Commonly Used Functions

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7. In Security options area,

Select Access group that the new card holder will belong to from the drop-down list. You may leave the default

Master access group if so desired.

If access groups were not previously configured, you will need to save new card holder, close the form and go

to Switchboard -> Access groups or Tools -> Access groups to create access groups.

Select the Status of new card from the drop-down list. Available options are: Active, Destroyed, Expired, Inactive,

Lost, Stolen, Suspended.

Configure the new card"s Start Date and Expiry Date. The card will not be accepted when presented to the

reader(s) before the Start Date or after Expiry Date. This feature is very useful for temporary employees, visitors

and new hires that have not resumed their employment yet.

Check off Never checkbox to disabled the Expiry Date.

Check off Ignore anti-passback checkbox for the new card holder if so desired. All configured anti-passback

will not apply to this card if this option is selected.

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8. In Contact area,

Select Company from the drop-down menu if several companies use the same card access database.

If an additional company name needs to be added or company name needs to be edited, you will need to save

new card holder, close the form and go to (Tools) Setup -> Infrastructure -> Company Info.

To edit exiting company information, click Edit Company properties, click Properties on the Control Panel

or right-click on the company entry and select Properties from the context menu.

To add additional company, click Add New on the Control Panel .

Select Department that the new card holder will belong to from the drop-down list if so desired.

If departments were not previously configured, you will need to save new card holder, close the form and go to

(Tools) Setup -> Infrastructure -> Departments. To add additional department, click Add New on the Control

Panel or right-click inside the Departments Navigation window and select Add new... from the context

menu.

Select Title that the new card holder will have from the drop-down list if so desired.

If titles were not previously configured, you will need to save new card holder, close the form and go to (Tools)

Setup -> Infrastructure -> Titles. To add additional titles, click Add New on the Control Panel or right-click

inside the Titles Navigation window and select Add new... from the context menu.

Select Category that the new card holder will belong to from the drop-down list if so desired. The default category

Note

These employment categories have no effect

on the card holder"s access level. Access

level is defined by the assigned Access

group.

is Full time. Available options: Contract, Full time, Internship, Part time, Visitor.

Enter other optional contact information: E-mail address, Phone/extension number, vehicle License plate.

An optional avatar photo can be assigned to the card holder. To do so, enable Photo checkbox and click on the

folder icon to select an image. JPEG, BMP, TIFF, GIF and PNG files are recognized. The selected image will be

resized to 112x112 avatar-size picture. The card holder"s photo will be displayed in the bottom right corner.

Click OK to save new card holder. The settings will be automatically uploaded to all Controllers. Click Close when

card data uploading has completed (see image below).

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2.2.1. Find Card Holder(s)

To search for a specific card holder, do the following:

In the Switchboard, click the Find Card Holder(s) quick access button . Find Card Holder form will be displayed.

Fill out First/Last name of a card holder and/or card number and click Find. Card holders Navigation window will be dis-

played with all card holder records that match the entered information.

Additional criteria may be used for searching card holders: Company, Department, Category. To display additional criteria,

click Show details in the Find Card Holder window.

To open specific card holder"s record, double-click on the desired entry in the Card holders Navigation window.

To browse through the entire list of all card holders, do one of the following:

In the Switchboard, select Card Holders option

In the Navigation Panel, click the Setup -> Access Control -> Card Holders

Go Tools -> Card Holders

In the Card holders Navigation window, the records can be filtered based on Company name, Department, and/or

employment Category.

Find Card Holder(s)Chapter 2. Portal Most Commonly Used Functions

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2.3. Managing Access Groups

Access Groups allow limiting access of a group of people based on access points (doors) and/or schedules. Access groups

may be assigned to individual card holders and multiple card holders may be assigned to the same access group. Each

card holder may only belong to one access group.

By default, all new card holders are assigned to the default Master access group that gives card holders access to all

access points (doors) at all times.

Due to the relationship of software settings, the following should be configured prior to adding a new access group:

Access points

Schedules (if custom schedules will be used)

To browse through a list of available access groups, do one of the following:

In the Switchboard, select Access groups option

In the Navigation Panel, click the Setup -> Access Control -> Access Groups

Go Tools -> Access Groups

The Access Groups Navigation window will be displayed.

To add a new access group, do the following:

Click Add New on the Control Panel or right-click inside the Access Groups Navigation window and select Add

new... from the context menu.

Access Group Properties window will be displayed.

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To configure access group, do the following:

1. Enter access group Name. For simplicity, it is recommended to give the access groups unambiguous names, e.g. All

Full Time Employees, Contract Employees, Cleaning Staff, Senior Management, etc.

2. Check off all allowed access points (doors/readers). Uncheck access points that will be unaccessible to the selected

access group. In the example above, all card holders that belong to "All Full time Employees" access group will have

access to all available access points except for Access point B on Controller 3 (Back Door).

3. Select access schedule for each allowed access point from corresponding drop-down menus. In the example above,

all card holders that belong to "All Full time Employees" access group will be able to enter Front door at all times,

West and North doors on Workdays, South door on Weekends and Holidays, and East door on Weekends only.

If schedules were not previously configured, you will need to save new access group, close the form and go to

Switchboard -> Schedules or Tools -> Schedules groups to create schedules.

Click OK to save new access group and to close the form.

To assign an access group to multiple card holders, do the following:

Select the desired access group inside the navigation window, right-click and select Assign to card holders... option

from the context menu. A new window will be displayed.

Managing Access GroupsChapter 2. Portal Most Commonly Used Functions

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i3 International Portal Software User guide

i3 International Portal Software User guide

i3 International Portal Software User guide

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