ACT ACTWIN PRO User manual

This manual refers to ACTWinPro Version 2.2 and above.

Access Control Technologies Ltd. reserve the right to change the contents of this

manual and the system it applies to without prior notice.

While every effort has been taken by ACT to ensure the accuracy of the

information contained within this document, ACT assumes no responsibility for

any errors or omissions. No liability is assumed for damages resulting from the

use of information contained within this document.

Access Control Technology

Unit C1, South City Business Centre,

Tallaght,

Dublin 24,

Ireland.

Tel: 353-1-4662570

UK LoCall: 0845 300 5204

Fax: 353-1-4520427

Web:

www.accesscontrol.ie or www.actrl.co.uk

E-mail: [email protected]

.

INTRODUCTION ACTWinPro

INTRODUCTION ..................................................................................................4

INSTALLATION....................................................................................................5

System Requirements.......................................................................................5

Installing ACTWinPro........................................................................................7

Getting Started..................................................................................................8

Create

New Database................................................................................8

Connect to controllers..............................................................................11

Exploring ACTWinPro ......................................................................................13

Menu Navigation .............................................................................................14

Toolbars ..........................................................................................................17

Getting Help ....................................................................................................18

System Overview..............................................................................................19

Connecting directly to one controller...............................................................19

Connecting to more than one controller ..........................................................21

Adding Controllers...........................................................................................23

Add a

new Door...............................................................................................25

Configuring Access Rights for a user..............................................................26

Setting up Fire Doors ......................................................................................28

FILE MENU ........................................................................................................29

File

New ..........................................................................................................30

File Open.........................................................................................................31

Connect...........................................................................................................32

Disconnect ......................................................................................................32

Upload Command ...........................................................................................33

Download ........................................................................................................34

Print.................................................................................................................34

Print Preview...................................................................................................34

DB Information ................................................................................................35

Export Command ............................................................................................36

Import Command.............................................................................................37

Exit..................................................................................................................38

DATABASE MENU ............................................................................................39

Locations.........................................................................................................40

Location Name.........................................................................................40

Type of Connection..................................................................................40

Comms Host PC name ............................................................................40

Comms Details.........................................................................................40

Controllers.......................................................................................................43

Controller Address ...................................................................................43

Enable......................................................................................................43

Name .......................................................................................................44

Location....................................................................................................44

Type.........................................................................................................44

Outputs.....................................................................................................44

Page 1 Access Control Technology

INTRODUCTION ACTWinPro

Door 1 Outputs.........................................................................................44

Door 2 Outputs.........................................................................................45

Controller Options....................................................................................45

Capabilities...............................................................................................47

Doors...............................................................................................................48

Door Number............................................................................................48

Enable......................................................................................................48

Name .......................................................................................................48

Controller..................................................................................................48

Local Door Number..................................................................................48

Timers......................................................................................................49

Timed Actions ..........................................................................................50

AUX Relay Output....................................................................................51

Reporting..................................................................................................52

User View........................................................................................................56

User Number............................................................................................56

First & Last Names...................................................................................56

Group.......................................................................................................56

Valid From & Valid To ..............................................................................56

Identification.............................................................................................56

Change PIN..............................................................................................57

Change Card............................................................................................57

User Tracking Icons.................................................................................57

Options.....................................................................................................58

User fields 1-10........................................................................................59

Photo ID...................................................................................................59

Signature..................................................................................................59

User Group......................................................................................................60

Group Number .........................................................................................60

Group Name.............................................................................................60

Elevator Group.........................................................................................60

Disabled...................................................................................................60

Options.....................................................................................................60

Default Card.............................................................................................62

DoorGroups.....................................................................................................63

Group Number .........................................................................................63

Group Name.............................................................................................63

Doors in Group.........................................................................................64

Doors not in Group...................................................................................64

Timezones.......................................................................................................65

Timezone Number....................................................................................65

Name .......................................................................................................65

Days.........................................................................................................65

Period.......................................................................................................66

Timezone .................................................................................................66

I/O Modules.....................................................................................................67

Page 2 Access Control Technology

INTRODUCTION ACTWinPro

Floor Groups ...................................................................................................69

Elevator Groups ..............................................................................................70

SYSTEM OPTIONS............................................................................................71

System Options...............................................................................................72

Doors .......................................................................................................72

Controllers Security..................................................................................74

Events......................................................................................................75

Alarm/Colours Dialog ...............................................................................76

Database Access Rights..........................................................................78

Challenge.................................................................................................80

Card Print Page........................................................................................81

SiteServer Page.......................................................................................83

Performance.............................................................................................83

Database Settings....................................................................................84

Program Settings .....................................................................................86

Installation................................................................................................87

REPORTS ..........................................................................................................88

Recent Events.................................................................................................89

Event Analysis.................................................................................................90

User Tracking Report......................................................................................92

Time and Attendance Report ..........................................................................95

User List Report ..............................................................................................98

Audit Trail Report ..........................................................................................100

View Report...................................................................................................102

TOOLS .............................................................................................................103

Card Manager ...............................................................................................104

Site Coded Cards...................................................................................104

Batch Cards ...........................................................................................105

Holidays ........................................................................................................107

Reset Muster List ..........................................................................................108

Enable /Disable Users...................................................................................109

Visitor Cards..................................................................................................110

Find/Delete Inactive Users............................................................................111

Purge Log Events..........................................................................................112

Database Tool...............................................................................................113

Registration...................................................................................................114

CARD EDITOR.................................................................................................115

Design Example............................................................................................116

Adding Images ..............................................................................................117

TROUBLESHOOTING .....................................................................................118

Cannot open Serial Port................................................................................118

Cannot Connect to Location..........................................................................118

Page 3 Access Control Technology

INTRODUCTION ACTWinPro

INTRODUCTION

ACTWinPro brings the power of Access Control Technology’s fully featured

access control system to your desktop. This product allows full setup,

configuration and monitoring of the ACT family of access control units.

ACTWinPro is available in two flavours – a Lite version and a Pro version. Some

features may only be available in the Pro version.

This manual will guide you through the installation of ACTWinPro and take you

through the setup procedure to get you up and running. ACTWinPro is a

database application and it is very important that the database is properly backed

up from time to time.

ACTWinPro is an application that can grow as requirements expand. Numerous

upgrade possibilities and modules are available. Check the ACT website

www.accesscontrol.ie for up-to-date information on ACTWinPro.

Page 4 Access Control Technology

INSTALLATION ACTWinPro

INSTALLATION

System Requirements

The system requirements for ACTWinPro are dependant on your access control

system configuration and the amount of traffic generated by doors and

controllers. Listed are several different ‘typical’ configurations and the hardware

and software requirements for those configurations.

Common PC requirements are:

1. Colour SVGA monitor with at least 800x600 screen resolution

2. Mouse and keyboard

3. CDROM drive (required during installation only)

4. Free RS232 serial port or USB-RS232 adapter (for serial connections

only)

5. Ethernet or FastEthernet LAN connection with TCP/IP protocol

(100MBps preferable) (for LAN connections only)

6. Hardware modem (for modem connections only). ACTWinPro does not

support software modems (e.g. PCI or USB WinModems)

Configuration 1

ACTWinProLite or ACTWinPro in a single-client mode

Number of client PCs : 1

Number of doors: Up to 30

Processor (CPU): Pentium II 400 MHz

Memory (RAM): 64 Mbytes

Free hard disk space: 20 Mbytes

Operating system: Windows 98

Windows Me,

Windows NT 4.0 with Service Pack 6a and Internet

Explorer 5.0 or higher

Windows 2000 with Service Pack 4 or higher

Windows XP Professional or Home

Windows Server 2003

Page 5 Access Control Technology

INSTALLATION ACTWinPro

Configuration 2

Medium-size installation – ACTWinPro only

Number of client PCs: Up to 5

Number of doors: Up to 60

Processor (CPU): Pentium III 700 MHz

Memory (RAM): 256 Mbytes

Free hard disk space: 400 Mbytes

Operating system: Windows NT 4.0 with Service Pack 6a and Internet

Explorer 5.0 or higher

Windows 2000 with Service Pack 4 or higher

Windows XP Professional (Not

Home Edition)

Windows Server 2003

Configuration 3

Large-size installation – ACTWinPro Only

Number of client PCs: Up to 10

Number of doors: Up to 1000

Processor (CPU): Pentium 4 2.4GHz

Memory (RAM): 1Gbytes

Free hard disk space: 1Gbytes

Operating system: Windows 2000 with Service Pack 4 or higher

Windows XP Professional (Not

Home Edition)

Windows Server 2003

MS SQL Server 2000

LAN: 100MBits

For large installations ACT recommends using the commercial version of

Microsoft SQL Server.

Page 6 Access Control Technology

INSTALLATION ACTWinPro

Installing ACTWinPro

ACTWinPro is designed to operate either on a standalone PC (ACTWinProLite)

or in a network environment (ACTWinPro).

Note: This application can only be used on PCs on which it has been installed. It

cannot be copied from one PC to another.

To install ACTWinPro, insert the CD into your computers CD driver. If Autoplay is

enabled, the setup application will load automatically. To load setup manually,

select the CD drive from Explorer and double click the SETUP.EXE file.

The setup application will run the installation wizard and take you through the

installation procedure.

ACTWinPro users only

After installation you have 30 days to register the application. Registration may

be done over the Internet, via email or directly with ACT technical support

(telephone 00 353 1 466 2570 or from UK LoCall 0845 300 5204).

Page 7 Access Control Technology

INSTALLATION ACTWinPro

Getting Started

After installation, ACTWinPro will be available as an icon in the desktop or under

Programs. Double click on the icon to activate the program.

Many installers don’t use PCs in their day-to-day work. If you have never used a

PC or are unfamiliar with navigating Windows explorer, then ACT recommends

going on a PC training course followed by ACTs’ in-house training course. To

organize a training course, email ACT sale[email protected]. If you are familiar

with standard PC operation then using the ACT software is simple to use as long

as you follow a few steps.

The Help button on the application provides on-line help on any topic in

ACTWinPro.

Although, you may use ACTWinPro to configure your system, controllers and

doors should already be connected to the PC before following the instructions in

this manual.

Create

New Database

ACTWinPro is a database driven application. A database must be created to

store the information about doors, cardholders etc.

From the File menu item, select New followed by Create. This will create a new

database file.

• Select the directory where the new database should be created, and type

the new database name into the File name box.

• Select the Use Database Creation Wizard to set up the database using

the Database Creation Wizard. The tick box is selected by default.

• Click on the Save button to create the new database.

Wizard Step 1

Give the site a relevant name and enter the total number of controllers

(ACT3000, ACT2000 and ACT1000). Enter the total number of users on the

system.

Page 8 Access Control Technology

INSTALLATION ACTWinPro

Wizard Step 2

Give each controller a relevant name (usually its location) and select the type of

controller. Enter the number of doors on the controller. If more than one controller

is on the site, then Step 2 will repeat for each controller. The first controller that

appears in this step should be set to address 1 on the controller, second

controller set to address 2 etc.

Wizard Step 3

Enter the relevant communications parameters. See Locations View section for

more details.

Page 9 Access Control Technology

INSTALLATION ACTWinPro

Wizard Step 4

This is the final step. Tick the first checkbox to automatically backup the

database when the program exits (recommended). Select the second checkbox if

a site code or batch cards are required for user cards. The Card Manager dialog

will be displayed. The last option allows you connect to the controller(s)

immediately or go to Location view and edit your communication settings if

desired.

Page 10 Access Control Technology

INSTALLATION ACTWinPro

Connect to controllers

Connect to the controllers and doors and ensure that the doors report online in

the system tree. Events as they occur on the doors will be displayed in events

view.

The system tree is an overall view of the controllers and doors on the system. It

is displayed on the left side of the ACTWinPro screen in most views. When

offline, the tree shows the physical configuration of the system indicating which

doors are connected to which controllers. In addition, when online, the tree gives

a visual indication of the current status of each controller and door.

Standard Icons (Offline)

Database Database has been opened

No database Database has not been opened.

Normal door Door defined correctly

Normal controller Controller defined correctly

Orphaned doors Doors with incorrect definitions

Modem locations Remote modem locations

Status Icons (Online)

Controller online Controller online and responding

Controller offline Controller is not responding

Controller disabled Controller is disabled in database

Page 11 Access Control Technology

INSTALLATION ACTWinPro

Door online (closed) Door is responding and closed

Door online (open) Door is responding and open

Door unlocked (closed) Door is closed, relay is active

Door unlocked (open) Door is open, relay is active

Door reject (closed) Door is closed, card rejected

Door reject (open) Door is open, card rejected

Door offline Door is not responding

Door disabled Door is disabled in database

Door fault Door has mains fault, lid tamper open etc.

Holding the mouse over the door will display a complete list of faults.

The system is now configured and ready for use.

Page 12 Access Control Technology

EXPLORING ACTWIN ACTWinPro

Exploring ACTWinPro

This section describes the ACTWinPro user interface. A guide is given to these

different features:

Menu Navigation

Toolbars and icons

Getting Help

System Overview

Page 13 Access Control Technology

EXPLORING ACTWIN ACTWinPro

Menu Navigation

ACTWinPro follows the normal Windows standard of allowing you to select from

a choice of options displayed along the top of the screen. Clicking each option

then displays a further series of options underneath. Clicking on the highlighted

option displays the feature selected. Each main section covers the following

topics.

File

The following options are available in this menu:

New Creates a new ACTWinPro database

Open Opens an existing ACTWinPro database

Logout/Close Logout from exiting ACTWinPro database

Connect Connects to the access control system

Disconnect Disconnects from the access control system

Upload Uploads database from controllers

Download … Downloads current database to access control system

Print Prints the current report

Print Preview Displays the current report as it will be printed

DB Info … Displays information on the current database

Export Export user information into csv file

Import Import user information from csv file

Exit Exits from ACTWinPro

View

Toolbar Select which toolbars are to be displayed

Status bar Enable/Disable status bar at the bottom of screen

Refresh Update the screen with new information

Options Configure system options

Database

This menu selects the database view to be shown in the main ACTWinPro

screen.

Locations Displays the location database view

Controllers Displays the controller database view

Users Displays the user database view

User Groups Displays the user group database view

Doors Displays the door database view

Door Groups Displays the door group database view

I/O Modules Displays the I/O module database view

Floor Groups Displays the Floor Group database view

Page 14 Access Control Technology

EXPLORING ACTWIN ACTWinPro

Elevator Groups Displays the Elevator Group database view

Timezones Displays the timezone database view

Sites Displays the Site database view (MultiTenant Only)

Record

This menu allows record navigation and processing in a database view.

First Record Moves directly to the first record in the list

Prev Record Moves to the previous record in the list

Next Record Moves to the next record in the list

Last Record Moves directly to the last record in the list

New Creates a new record

Delete Deletes the current record

Accept Accepts changes to the current record

Search Searches for a specific record

Copy Copies or creates a range of records from current

Reports

This menu selects the report view that is shown in the main ACTWinPro screen.

Recent Events Displays the live event view

Event Analysis Displays the event analysis report view

User Tracking Displays the user tracking report view

Time & Attendance Displays the time and attendance report view

User List Displays the tabular user list

Audit Trails Displays the audit trail

Holidays Displays holidays

View Report Displays a tabular report of information in current view

Tools

This menu allows the selection of some helpful tools.

Card Manager Determines which cards are used on the

system

Holidays Configure Holidays

Reset Muster List Resets the muster list: logs all users out of the

system

Enable/Disable Users Allows a range of users to be quickly enabled

or disabled

Visitor Cards Enables or Disables users marked as Visitors

Find/Delete Inactive Users Find or Delete users that have not used

the system

Purge Log Events Allows older events to be deleted from the log

Database Backup or restore database.

Card Editor Edit card templates

Program Registration Register Program (Professional Edition Only)

Page 15 Access Control Technology

EXPLORING ACTWIN ACTWinPro

Help

This menu contains the following commands

Contents Displays the table of contents for ACTWinPro online help

Item Help Display help for buttons, menus and windows

About ACTWinPro Displays a dialog showing the current software

version

Page 16 Access Control Technology

EXPLORING ACTWIN ACTWinPro

Toolbars

The toolbar is normally displayed across the top of the application window, below

the menu bar. The toolbar provides quick mouse access to many tools used in

ACTWinPro. To hide or display the toolbar, choose Toolbar from the View menu.

To alter the position of the toolbar, use the mouse to drag it to its required

location.

File & Printing

Open Opens an existing ACTWINPRO database

Print Prints the current report

Item Help Displays context sensitive help on an item

Connection

Connect Connects to the access control system

Disconnect Disconnects from the access control system

Download Downloads the database to the access control system

Record Navigation

First Record Moves directly to the first record in the list

Prev Record Moves to the previous record in the list

Next Record Moves to the next record in the list

Last Record Moves directly to the last record in the list

Search Searches for a specific record

Copy Copies or creates a range of records from current

New Creates a new record

Delete Deletes the current record

Accept Immediately saves the current record

Reporting

Page 17 Access Control Technology

EXPLORING ACTWIN ACTWinPro

Recent Events Displays the live event view

Event Analysis Displays the event analysis report view

User Tracking Displays the user tracking report view

Time & Attendance Displays the time and attendance report view

View Selection

Users Displays the user database view

Doors Displays the door database view

Controllers Displays the controller database view

User Groups Displays the user group database view

Door Groups Displays the door group database view

Timezones Displays the timezone database view

Holidays Displays the holiday database view

Report Displays report format for current view

Card Manager Displays the card manager dialog

Card Editor Allows Card Templates to be edited

Getting Help

ACTWinPro is a fully featured system with great flexibility in how it is configured.

More information is provided in the comprehensive Help facility. Selecting Help,

then Contents will display the standard Windows help dialog.

Page 18 Access Control Technology

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ACT ACTWIN PRO User manual

ACT ACTWIN PRO User manual

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