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Page 1: ICT Protege Level 1 Training - Course Notes · PDF filePROTEGE TRAINING. Level 1 . Course Notes . Version 2.1 page 3 ... Basic PGM setup

Integrated Control Technology Ltd Protégé Access Control System – Level 1 Installer

ICT Product Education

Integrated Access Control & Alarm

Management System

PROTÉGÉ TRAINING Level 1

Name _________________________________________

Date _____ / ______ / ______

Company ______________________________________

Email _________________________________________

(this page is intentionally blank)

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Integrated Control Technology Ltd Protégé Access Control System – Level 1 Installer

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Integrated Control Technology Ltd Protégé Access Control System – Level 1 Installer

Integrated Control Technology

PROTÉGÉ

Integrated Access Control

Alarm Management System

PROTEGE TRAINING

Level 1

Course Notes

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Contents Introduction to Hardware Features ........................................................................................................ 9

Physical Connections............................................................................................................................. 10

RS-485 LAN Connections ............................................................................................................... 11

PGMs ............................................................................................................................................. 13

Sirens ............................................................................................................................................. 13

AC and Battery Connection ........................................................................................................... 13

Ethernet Connections ................................................................................................................... 14

Expansion Connector .................................................................................................................... 15

Controller defaulting procedure ........................................................................................................... 16

Protégé Menu Structure ..................................................................................................................... 17

Protégé Menu Structure – Main ....................................................................................................... 18

Protégé Menu Structure – Installer’s Menu ..................................................................................... 19

Keypad Basics ....................................................................................................................................... 21

Addressing Keypads .......................................................................................................................... 22

Retrieving Controller Hardware Info from the Keypad ......................................................................... 23

Logging into the Keypad ................................................................................................................ 24

Changing the IP address of the controller .................................................................................... 24

System Reboot .............................................................................................................................. 24

Full Module Update and Initialise/Restart .................................................................................... 25

Updating specific modules ........................................................................................................ 25

Changing the Controller time ........................................................................................................ 25

Changing Reader format ............................................................................................................... 26

Testing & Controlling ............................................................................................................................ 27

Checking the status of a Zone (Menu 4,8,2,1,1) ............................................................................... 27

Checking or Changing the status of a PGM (Menu 4,8,2,1,3) .......................................................... 30

Check or Change the status of a DOOR (Menu 4,8,2,1,4) .............................................................. 31

Changing Memory Profiles ........................................................................................................... 33

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Protégé Software ................................................................................................................................. 35

Introduction to the Protégé Software .............................................................................................. 36

Starting Protégé System Management Suite .................................................................................... 37

Adding a new Site ............................................................................................................................. 39

Navigation ............................................................................................................................................ 43

The Protege “COG” Menu ............................................................................................................. 54

Event and Alarm Window ............................................................................................................. 57

Programming & Control Window ................................................................................................. 58

Protégé Status Bar ........................................................................................................................ 59

Protégé Quick-Link Button ............................................................................................................ 59

Connecting to the Controller ........................................................................................................ 63

Getting Controller Events .............................................................................................................. 65

Programming – Zones ................................................................................................................... 67

Programming – Areas .................................................................................................................... 69

Programming – Sirens/Bells .......................................................................................................... 71

Programming – Basic PGM setup .................................................................................................. 73

Programming – Creating/Managing Area Groups ........................................................................ 74

Managing Users ................................................................................................................................ 79

Programming – Adding Users to the system ................................................................................ 80

Programming – Adding/Modifying User Access Levels ................................................................ 82

Creating Global Records from a Local Record .................................................................................. 84

Programming – Adding Doors (basic setup) ................................................................................. 86

Programming – Creating/Managing Door Groups ........................................................................ 88

Programming – Schedules ............................................................................................................ 89

Programming – Communications (Services) ................................................................................. 90

Backing up & Restoring a Controller ................................................................................................. 92

Configuring Backup ....................................................................................................................... 92

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Backup Procedure ......................................................................................................................... 93

Restore Procedure ........................................................................................................................ 93

Programming Exercises ....................................................................................................................... 95

Exercises ................................................................................................................................................ 96

Exercise One .................................................................................................................................. 96

Exercise Two ................................................................................................................................. 97

Exercise Three ............................................................................................................................... 98

Exercise Four ................................................................................................................................. 99

Exercise Five ................................................................................................................................ 100

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Introduction to Hardware Features Powerpoint Sales presentation

Notes

Powerpoint presentation. Presentation is designed to give a basic overview of the Protégé system.

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Physical Connections

Main Controller Layout

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RS-485 LAN Connections

Standard Network Wiring Configuration (above)

Above example shows LAN power supply from networked module capable of supplying required voltage. Alternatively a separate battery backed power supply is also recommended

Slave Network Wiring Configuration (above)

Recommended cable for use on the Protégé LAN is Belden. Integrity of LAN communications cannot be guaranteed if other cable types are used.

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Further Information – EOL and Biasing

The Protégé network runs on an Encrypted 485 LAN, in daisy-chain configuration. Each end of the LAN, i.e. the two end most modules, must be terminated with the EOL jumper as per below;

The network must also be biased at ONE end using the bias jumpers on the two end most modules on the LAN. Biasing ensures that the RS485 network is in a nown state . By default, the Controller Biasing jumpers are set to LOW. The biasing jumpers are shown below;

Zone Connections

Zones are connected to the panel as shown below. Two 1K resistors per zone give 4 state monitoring.

Zones can also be programmed with 2k2/6k8 resistors to allow for easy cut over from other systems. EOL values are programmable per zone (i.e. one can be 1k/1k, another can be 2k2/6k8), except for Keypads when they are running in Duplex mode. Zone programming will be covered later on.

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PGMs

Open collector outputs (PGM) are connected as per the diagram to the left. PGMs 3 and 4 on the Protégé controller can switch a maximum of 50mA, exceeding this amount can cause damage to the PGM output.

The PGMs switch to ground so ensure that anything connected to the PGM is powered from a +12V source.

Sirens Sirens are connected as per the diagram below:

Sirens are connected to PGMs 1 and 2, which supply a steady 12VDC power supply up to 2A (Total) (if either PGM exceeds 1.1A the PGM will automatically shut down).

AC and Battery Connection 16v AC power supply is connected are per the diagram below (16VAC 40VA Max):

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Battery is connected as per diagram below:

Note that deep discharge prevention will shut down the controller when the battery gets to the point where it can longer provide a reliable level of voltage and current to the controller.

Telephone Connections

Telephone connections to the controller are as follows:

The Protégé controller has a Secondary telephone line input which can be used (if programmed to do so) as a backup if the Primary line stops functioning. It should be noted that the Secondary line cannot be used for anything except for out going, Primary line backup.

Ethernet Connections The Protégé controller comes equipped with a 10/100 Ethernet connection port. The Ethernet port can be used as both a permanent connection as part of a Protégé LAN or as a temporary connection for programming of the system. A crossover cable is not required as the Ethernet port on the

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controller is a smart connection and will Autosense as required.

Expansion Connector

The Protégé controller comes with a 40 pin expansion connector used to connect serial communication, parallel, memory and special function interface devices. The Expansion Connector comes with 4 daughterboard mounting holes as per the diagram below:

Daughterboard mounts Top view Daughterboard mounts Side view

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Controller defaulting procedure When working with a brand new controller, it is recommended that it be factory defaulted. To factory default a Protégé controller, perform the steps below:

1. Power down the controller if it is powered up, ensuring that all connections including batteries are disconnected.

2. On the controller, locate the Configuration Switch (pictured below)

3. Turn ON switch 4 (four)

4. Power up the controller by turning on the AC power supply

5. Once the green status LED is flashing again, move DIP switch 4 (four) back to the OFF position

The system will now be defaulted with all programming and settings returned to factory configuration. N o t e

• If the controller being defaulted has already been programmed into your Protégé System Management suite software you will also need to delete the site it is related to.

• Keep in mind that the Protégé System Management Suite software requires that at least one site be setup, so if you are deleting the only site in the software just follow the prompts after you have deleted the site to restart the software and add a new site.

• Also, the IP address for the controller will not be defaulted, it will remain the same address as it was prior to the defaulting procedure (changing IP address of the controller is covered in “Keypad Programming Basics”).

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Protégé Training Course Level 1

Protégé Menu Structure

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Protégé Menu Structure – Main Menu

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Protégé Menu Structure – Installer’s Menu

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Protégé Training Course Level 1

Keypad Basics

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Addressing Keypads When the Protégé controller is started for the first time, a keypad will have the address of 250. Keypads must be assigned an address that is valid for the memory profile selected in the controller, therefore upon power up, the first keypad on the system must be addressed. Use the following procedure to address a keypad on the Protégé system:

1. Power up the Protégé controller

2. When the version number appears on the keypad, press the [X] button on the keypad. This will enter keypad programming.

3. Press the [ENTER] key to confirm entry to keypad programming menu (screen shown below)

Press [ENTER] to, setup keypad,,,,,

4. Press [1] to enter “Address” sub menu (screen shown below)

*Setup Menu*,,,,, 1. Address,,,,,,,

5. Choose an address from 1 to 249, then press [ENTER] to confirm address (screen shown below)

Enter device,,,,, Address: 256,,,,,

6. Press [X] to exit keypad programming menu

7. After the controller has finished booting, the Keypad should by default read as follows

_Protégé System , _____By ICT,_,,,

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Further Information – Addressing Modules

When changing the address of a module on the system, you must perform a Full module update & Initialisation. This is done by performing the following steps: Menu > 4 > 8 > 1 > 4 This ensures that there are no duplicate modules on the system

Retrieving Controller Hardware Info from the Keypad

Without being logged into the keypad, press [Menu] 4

Using the scroll keys [ ] view the various controller information details including;

Ver Application Version

Bios Controller Bios Version

Boot Controller Boot Version

Database Application Database Version

Serial Controller Hardware Serial Number

Memory Application Memory

Time Controller Time

Date Controller Date

Day Controller Day

Pressing the [ARM] key while in the information screen displays additional "Installer Information"

Panel Hardware Version (Revision 60 or below is displayed as <60)

Panel IP Address

Panel IP Subnet

Panel IP Gateway

N o t e

• The [ARM] key information is only available on controller firmware Version 3020 and above.

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Logging into the Keypad

1. Enter six (6) zeros “000000” on the keypad

2. Press [ENTER] Changing the IP address of the controller

1. Login with Installer code (default: 000000)

2. Press [4] for Install menu

3. Press [9] for General menu

4. Press [2] for Panel menu

5. Press [ENTER] until the IP address appears on the LCD

6. Change the IP address

7. Press [ENTER] to save the changes

8. then either press [X] and cycle the power on the controller, or press [MENU] and perform a

reboot as per below; System Reboot

1. If not already logged in, log in as installer

2. Press [4] for Install menu

3. Press [9] for General menu

4. Press [3] to Restart

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Full Module Update and Initialise/Restart

1. If not already logged in, log in as installer

2. Press [4] for Install menu

3. Press [8] for System menu

4. Press [1] to Network

5. Press [4] for Update and Initialise

Init and reboot modules on the network will program the module with the configuration settings that are programmed in the controller and then perform a reset of the module. This should be performed when programming of the system is completed.

Updating specific modules

1. If not already logged in, log in as installer

2. Press [4] for Install menu

3. Press [1] for Modules menu

4. Choose the module to be updated with the up and down arrow keys

5. Press [FORCE] to update and Changing the Controller time

initialise module

1. If not already logged in, log in as installer

2. Press [6] for Time menu

3. Press [1] for Change Time menu

4. The following screen should be visible

Enter System __ Time: 12:34 ,

5. Enter the new time (12 or 24hr format)

6. Press [ENTER] to confirm

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7. The following screen should be visible

Enter System __ Date: 21/02/2009,

8. Enter the new Date

9. Press [ENTER] to confirm

10. The following screen should be visible

Day of Week __ Tuesday ,

11. Enter the new Date

12. Press the [1] and [3] keys (up and down) to scroll through available days

13. Press [MENU] key to return to main menu, or [X] to log out.

Changing Reader format

1. If not already logged in, log in as installer

2. Press [4] for Install menu

3. Press [1] for Modules menu

4. Press [4] to select Reader modules

5. Choose the Reader module to be altered

6. Press [ENTER] six times, the following screen should be visible

RD001 R1 Format-> 26 Bit,_______,,,

7. Press the [1] and [3] keys (up and down) to scroll through available formats

8. Press [ENTER] to select format

9. Press [MENU] key to return to main menu, then perform a module update and initialise (as described above)

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Testing & Controlling

If you are not using the Protege demo case, Locate Zone CP001:01 on the controller and ensure you have 2 x 1k resistors connected as per the diagram on the zone connection section.

Checking the status of a Zone (Menu 4,8,2,1,1)

1. If not already logged in, log in as installer

2. Press [4] for Installer menu

3. Press [8] for Advanced menu

4. Press [2] for Testing menu

5. Press [1] for View menu

6. Press [1] for Zone menu

7. The following screen should be visible

Select zone to __ View: CP001:01 ,

8. Enter the zone you wish to view

9. Press [ENTER] to confirm

10. The following screen should be visible.

*Zone CP001:01 __ Is CLOSED ,

11. Change the state of the zone and observe the display *Zone CP001:01 __ Is OPEN , *Zone CP001:01 __ Is TAMPERED , *Zone CP001:01 __ Is SHORTED ,

12. Using the scroll keys [ ] view the status of other zones on the controller.

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N o t e

• Pressing the [ARM] key will swap the display between the item “Name” and “Reference”

*Zone CP001:01 __ CP001:01 zone __ Is CLOSED , [ARM] Is CLOSED , CP001 Bell 1 __ CP001:01 PGM __ Is OFF , [ARM] Is OFF , CP001 Tamper __ CP001:01 Zone _ Is OPEN , [ARM] Is OPEN ,

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Checking the status of a Trouble Zone (Menu 4,8,2,1,2)

1. If not already logged in, log in as installer

2. Press [4] for Installer menu

3. Press [8] for Advanced menu

4. Press [2] for Testing menu

5. Press [1] for View menu

6. Press [2] for Trouble Zone menu

7. The following screen should be visible

Trouble zone to__ View: CP001:01 ,

8. Enter the Trouble Zone to view

9. Select the controller Tamper (CP001:01)

10. Press [ENTER] to confirm

11. The following screen should be visible.

CP001 Tamper _ Is OPEN ,

12. Change the state of the zone and observe the display CP001 Tamper _ Is CLOSED ,

13. Using the scroll keys [ ] view the status of other Trouble Zones on the controller.

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Checking or Changing the status of a PGM (Menu 4,8,2,1,3)

1. If not already logged in, log in as installer

2. Press [4] for Installer menu

3. Press [8] for Advanced menu

4. Press [2] for Testing menu

5. Press [1] for View menu

6. Press [3] for PGM menu

7. The following screen should be visible

Select PGM to __ View:CP001:01 ,

8. Enter the PGM to view

9. Select the controller Bell 1 (CP001:01)

10. Press [ENTER] to confirm

11. The following screen should be visible.

CP001 Bell 1 _ Is OFF ,

12. Change the state of the PGM by pressing the [ON/1] or [OFF/2] key and not the status of the Bell 1 LED. CP001 Bell 1 _ Is ON ,

13. Using the scroll keys [ ] view the status of other PM’s on the controller.

N o t e

• The “Bell 1” LED will Flash rapidly if there is not resistance across the circuit.

• Place a 1k Resistor across the B1- & B1+ inputs and note the LED status change.

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Check or Change the status of a DOOR (Menu 4,8,2,1,4)

1. If not already logged in, log in as installer

2. Press [4] for Installer menu

3. Press [8] for Advanced menu

4. Press [2] for Testing menu

5. Press [1] for View menu

6. Press [4] for Door menu

7. The following screen should be visible

Select Door to __ View: DR001 ,

8. Select the Door to view (DR001)

9. Press [ENTER] to confirm

10. The following screen should be visible.

*DOOR 001 _ (CLOSED)(LOCKED),

11. Change the state of the Door zone and observe the display *DOOR 001 _ (FORCED)(LOCKED),

12. Using the scroll keys [ ] view the status of other Doors on the system. *DOOR 001 _ (FORCED)(LOCKED),

13. Use the [ ] and [ ] keys to scroll the available doors while in the view screen;

[1] key to unlock the door for the programmed unlock time,

[2] key to lock the door,

[3] key to activate the door latched,

[4] key to change the door lockdown state

[5] key to cancel the door lockdown.

14. Press the [] to return to the Door selection display.

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N o t e

• The display will show the door input states listed below.

CLOSED Door is closed.

OPEN Door is open.

FORCED Door is forced open.

PREALM Door is in a pre-alarm open condition.

LEFTOP Door has been left open.

• The display will show the door lock states listed below.

LOCKED Lock PGM is deactivated.

ACCESS Lock PGM is activated by a user entry.

SCHED Lock PGM is activated by schedule.

TIMED Lock PGM is activated for time period by manual control.

LATCH Lock PGM is activated latched by manual control.

ENTRY Lock PGM is activated request to enter.

EXIT Lock PGM is activated request to exit.

MENU Lock PGM is activated keypad control.

AREA Lock PGM is activated by area.

FIRE Lock PGM is activated by fire control programmable function.

LD-ALL Door is in Lockdown and will only unlock for a super user.

LD-ENT Door is in Lockdown with Entry Allowed.

LD-EXT Door is in Lockdown with Exit Allowed.

LD-E+E Door is in Lockdown with Entry and Exit Allowed.

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Changing Memory Profiles The following is the method for changing the controller’s Memory Profile.

1. At the keypad, login as Installer (default: 000000)

*Main Menu*_____ 2. User____,,,,,

2. Then [4] for Install Menu

3. Followed by [8] for the Advanced menu

4. Then [3] for Profiles

5. And finally [1] for Profile select. The following screen should now be in view

Select profile -> Access ____,,,,,

6. Now use the [1] and [3] buttons on the keypad to scroll through the available memory profiles.

7. When the applicable memory profile has been chosen, press the [ENTER] key. A warning should now be visible on the screen

This will reset__ all panel data! ,

Upload the panel_ to backup data. ,

Press [ENTER] to_ continue.______ ,

Press [MENU] or__ [CLEAR to exit.!,

8. To continue with the default you must press [ENTER], this will then reset the panel and setup the memory to profile chosen

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Protégé Training Course Level 1

Introduction to the

Protégé Software

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Integrated Control Technology Ltd Protégé Access Control System – Level 1 Installer

Introduction to the Protégé Software The Protege System is a powerful integrated alarm and access control management system designed to provide integration with building automation, apartment complex control and HVAC in one flexible package. Communication is over a proprietary high speed protocol across an encrypted local area network and AES Encrypted Proprietary RS-485 module network. Using modular-based hardware design, system installers have the flexibility to accommodate any installation from small to large, residential or commercial.

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Starting Protégé System Management Suite The Protégé System Management Suite must be installed on the machine that you are logging in from. To start the Protégé System Management Suite, click on the Protégé icon that is available on the desktop or browse to the program from the Windows Start Menu.

Logging In To Protégé System Management Suite When the Protégé System Management Suite starts, the Protégé Logon window will be displayed:

Server

Type of server that the Protégé System Management Suite will connect to. Select either 'Local machine' or 'Remote Machine'. Do not select the Remote Machine option unless you are a remote client and connecting to a server that is not located on the current computer. Information will be provided from the system administrator if this option is enabled.

Protocol

The protocol to use when connecting to a server remotely. Select either 'COM/DCOM (With call backs)', 'COM/DCOM (Without call backs)' or 'TCP/IP'.

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Computer Name/IP Address

The name of the server to connect to if logging in remotely using COM/DCOM (With call backs) or COM/DCOM (Without call backs). Otherwise the IP

Address of the server to connect to if logging in remotely using TCP/IP. Enter the IP address in the form xxx.xxx.xxx.xxx

Authentication

The type of authentication method to use when logging in. Select either 'User Name and Password' or 'Windows Authentication'. Windows Authentication will enable logging in to Protégé using the current Windows User credentials. Information will be provided from the system administrator if this option is to be required.

Logon

The User Name if logging on using User Name and Password authentication.

Password

The User Password if logging on using User Name and Password authentication.

N o t e

• Some options are not available when connecting to a local machine.

• The default logon is Admin and the default password is Admin.

• If you are logging on to the Protégé System Management Suite for the first time, or no site is currently set up in the system, the New Site Wizard will automatically be invoked upon start up.

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Adding a new Site

1. To add a site, select the New Site command from the System ribbon bar. This command will invoke the New Site wizard:

Site Name

The name of the site.

Organization Name

The organization in charge of the site.

Description

A brief description of the site.

Address 1, 2, 3

The address of the site.

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Phone Number

The phone number of the site.

Fax Number

The fax number of the site.

Web Site

The website address of the site.

Number of Global Users

Maximum number of global users for the site to accommodate.

Number of Controllers

Number of controllers for the site to utilize.

Controller Name

Name of the default controller if the site is to utilize only 1 controller.

Profile

The memory profile of the site to be created. Select either 'None', 'Access', 'Apartment', 'Automation', 'Storage', 'School' or 'Elevator' depending upon the site requirements. The Protege System Management Suite will allocate the appropriate memory settings according to what profile is selected. An option to import a profile from a file is also listed. Please note that the profile will be adjusted based upon the controller that the Protege System Management Suite is connecting to.

Type

Type of site to be setup. Select 'End User (Option 1)' if global records are to be supported otherwise select 'Installer' if global records are to be ignored.

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2. Enter the required details in to the New Site Wizard Window. 3. Click NEXT.

Include Photo Field

When enabled, will include a photo field for ID cards.

Include Magnetic Strip Mask

When enabled, will include a magnetic strip mask for ID cards.

Include Smart Card Mask

When enabled, will include a smart card mask for ID cards.

Number of Floor Plans

The number of floor plans required for the site.

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4. Select the graphics options required for the site in the New Site Wizard Graphics Window. 5. Click NEXT.

6. When complete, click FINISH. The Protege System Management Suite will now set up the new site.

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Protégé Training Course

Level 1

Navigation

with the

Protégé System Management Suite

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The Ribbon Bar

The Protégé Ribbon Bar is located at the top of the Protégé System Management Suite application window and allows complete navigation of all programmable functions.

Similar to a horizontal toolbar the ribbon bar groups common operations together and provides an icon that can be selected for each function within the group. Where a group has more than one item a drop down of other items can be selected. The functionality of each ribbon's commands are outlined in the following sections.

The System Ribbon Bar contains the commands that are required for the overall system configuration. The functionality of each command is outlined below:

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Ribbon Bar Icon Index – System

The System Ribbon Bar contains the commands that are required for the overall system configuration. The functionality of each command is outlined below:

System - Sites

New Site: Invokes the new site wizard.

Select Site: Selects a site from the available sites in the system.

Edit Site: Edits the current site's properties.

Delete Site: Deletes a site from the available sites in the system.

System – System Wide Configuration and Settings

Global Options: Configures the system's global options.

Backup Database: Performs an immediate backup of system database.

Server Status: Displays the current server status dialog.

History: Displays the current system record history.

Modems: Configures modems for controller communication.

Modem Types: Configures modem types to be used with the system.

Translations: Translates the system in to an alternate language.

Event Types: Used by the translation editor to configure the event descriptors.

System – Security

Operators: Configures the system's operator settings.

Roles: Configures the system's operator roles and security settings.

Change Password: Displays the change password dialog.

Workstations: Configures the system's workstations.

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Scheduled Downloads: Configures scheduled record downloads.

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R ibbon Bar Icon Index - Site

Site - Global Records

Users: Configures the system's user settings.

Controller Schedules: Configures schedules for use by system controllers.

Holidays: Configures holiday periods for in schedules.

Access Levels: Configures the system's access level settings.

Areas: Configures the system's area settings

Area Groups: Configures the system's area group settings.

Status Pages: This command is currently disabled.

Site - User Groups

User Groups: Configures the system's user group settings.

Custom Lists: Configures the system's custom list settings.

Custom User Tabs: Configures the system's custom user tabs.

Site - DVR

DVRs: Configures the system's DVR settings.

Cameras: Configures system cameras for use with DVRs.

Site - Security and Maintenance

Security Levels: Configures the system's security levels.

Jobs: Configures jobs to be carried out by the system.

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structure. Database Partitions: Configures the system database PC Schedules: Configures

schedules for use by system.

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Ribbon Bar Icon Index - View and Edit

View and Edit - View

Top Window: Toggles the display of the top (Programming and Control) window.

Bottom Window: Toggles the displays the bottom (Event and Alarm) window.

List Windows: Customization of columns within the top (Programming and Control) window.

Event Windows: Customization of the tabs within the bottom (Event and Alarm) window.

Refresh: Refreshes the current display.

Full Screen: Toggles full screen view.

View and Edit - Edit

Undo: Undo the last action.

Redo: Redo the last action.

Cut: Cut selected contents to the clipboard.

Copy: Copy selected contents to the clipboard.

Paste: Paste contents from the clipboard.

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Ribbon Bar Icon Index – Reports

Reports - Event Reports

Event Reports: Configures event reports settings.

Custom Events Windows: Configures custom events display.

Event Filters: Configures filters for system events.

Reports - General Reports

Search Filters: Configures search filters.

History: Displays the current system record history.

Alarm Priorities: Configures priorities for system events.

Muster Report Definitions: Configures muster report settings.

Reporting Maps: Configures reporting map settings.

Usage Reports: Generation of simple usage reports.

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Ribbon Bar Icon Index – Controller

Controller

Doors, Zones and PGMs: Configure door, zone and PGM settings.

Local Records: Configure local record settings.

Groups: Configure group definitions.

Modules: Configure system modules.

Panel Options: Configure system panel settings.

Floors: Configure floor settings.

Elevator Cars: Configure elevator car settings.

Phone Numbers: Configure phone numbers for reporting.

Daylight Savings: Configure daylight savings settings.

Home Automation: Configure home automation functions and settings.

Services: Configure settings for system reporting.

Variables: Configure variables for system use.

Programmable Functions: Configure programmable function settings.

Condominiums: Configure condominium settings if site is set in this mode.

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Ribbon Bar Icon Index – Graphics

Graphics

Align Left: Align multiple objects at their left extents.

Align Right: Align multiple objects at their right extents.

Align Top: Align multiple objects at their top extents.

Align Bottom: Align multiple objects at their bottom extents.

Bring to Front: Bring the currently selected object to the front.

Bring to Back: Bring the currently selected object to the Back.

Group: Group multiple objects together.

Ungroup: Split an object group into individual objects.

Photo: Insert a photo field object. (Photo ID Designer Only)

Image: Insert a image object.

Barcode: Insert a barcode field object.

Mask: Insert a mask object. (Photo ID Designer Only)

Closed Curve: Draw a closed curve object.

Polygon: Draw a polygon object by selecting vertices

Curve: Draw a curve object by selecting vertices.

Line: Draw a line object by selecting end points.

Text: Draw a text object. Grid: Show/Hide the drawing grid.

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Snap to Grid: Constrain object vertices/extents to drawing grid points.

Delete: Delete objects.

Rotate: Rotate an object. Bold: Set selected text to bold font.

Italic: Set selected text to italic font.

Underline: Set selected text to underlined font.

Left Align: Left align selected text block.

Center Text: Center align selected text block.

Right Align: Right align selected text block.

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The Protege “COG” Menu

The Protege COG Menu is accessed by left-clicking on the COG icon at the top left hand corner of the Protege System Management Suite application window.

The functionality of the commands contained within the Protege COG Menu are outlined below:

New Site

Invokes the new site wizard.

Select Site

Allows the operator to select a site to load from the available sites in the system.

New Controller

Allows the operator to configure a new controller in the system.

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New Custom Field

Allows the operator to configure a new custom field.

Import Users From File

Imports user data from a csv or Excell file in to the Protege system.

Import Users From Controller

Imports user data from a selected controller in to the Protege system.

Import Global Records

Imports global data from a selected controller in to the Protege system.

Export Site

Exports the current site and its configuration to a file. (*.PTS)

Import Site

Imports a site and its configuration from a file in to the Protege system. (*.PTS)

Print

Prints the current Protege application display.

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Print Preview

Shows a preview of the current print selection.

Print Setup

Invokes the print setup dialog.

Exit

Exits the current instance of the Protege System Management Suite.

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Event and Alarm Window

The Event and Alarm window is located under the Programming and Control window. This is the primary window for the display and acknowledgement of real time event and alarm information.

Custom event windows can be created by right clicking in the event window and selecting the New Event window from the context menu.

N o t e

• The security level assigned to an operator will determine the tabs that are available to the operator. If a shown tab that is not available please consult the system administrator or property manager to obtain the appropriate security level.

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Programming & Control Window

The Programming and Control window is located under the the Protege Ribbon and Quick Access Toolbar. This is the primary window for the display and control of programming information, communications, monitoring and running of reports.

N o t e

• Select or create a filter for the current view in the programming tab by selecting the filter option on the top right of the programming window. You can also find any record based on any field contained in the record using the filter FIND option.

• The security level assigned to an operator will determine the tabs that are available to the operator. If a tab that is shown that is not available please consult the system administrator or property manager to obtain the appropriate security level.

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Protégé Status Bar

The Protege Status Bar is located at the bottom of the Protege application window. It indicates communication status, alarm status and the current operator. When the communication status light is red, this indicates that there is NO active connection to a controller, and likewise indicates that there IS an active connection to a controller when the light is green.

Protégé Quick-Link Button

Throughout the Protege System Management Suite interface, extensive use of the Quick Link Button is made. Where applicable, Quick Link Buttons are located near an object (such as a text box or list box) to assist in adding and modifying the current data contained in that object. Quick Link Buttons are also provided to execute functions such as generating random pin numbers or getting a card number from an enrollment station.

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Protégé Training Course Level 1

Connecting & Programming

with the

Protégé System Management Suite

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(This Page Intentionally Blank)

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Connecting to the Controller There are a number of different ways to connect to the Protégé controller (including via modem which is at 2400bps), for the purpose of this training session, we will connect via the onboard Ethernet port. The Protégé controller does not require a cross over cable, it automatically senses if there’s a direct connection to a PC and adjusts accordingly. The Protégé controller comes with a predefined IP address, 192.168.1.2

Configuring your IP Address In order to connect to the panel via Ethernet, you laptop IP address MUST be in the same subnet as your Protégé Controller. To set complete the following steps:

• In your computer’s “Network Connections” , right-click the “Local Area Connection” icon and select “Properties”. The window below should appear

• Click “Properties”. The following window will appear

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Click “Internet Protocol (TCP/IP)”, then click “Properties”. The following window will appear

Click “Use the following IP address”

Insert an IP address on the same subnet as the Protégé controller, i.e. 192.168.1.XXX (the factory default IP address for the controller is 192.168.1.2, so you should replace the last digit, the 2, with a number that is different from the controller)

Click “OK”, and then click “OK” again. Your computer is now on the same subnet as the controller with its own IP address

N o t e

When changing the IP address of the controller, you must either;

• Cycle the power on the controller

OR • Menu > 4 > 9 > 3

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Getting Controller Events

By default the live events are not uploaded in to the Event and Alarm window. To enable live event view (Most common with direct connected controllers) follow the procedures below.

1. To enable live event upload, select the Controller Ribbon from the Protege Ribbon Bar.

2. Select the Panel Options command from the Controller Ribbon.

3. Select the controller you wish to upload events from in the Panel Options window and right click. This will invoke the Controller Panel Options context menu.

4. From the context menu, select PROPERTIES. This will invoke the Controller Properties window.

5. Select the Connection tab from the Controller Properties window.

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6. Enable the 'Upload All Events after Connecting' box and select a Event Upload Frequency. The recommended setting is 2 seconds.

7. Click OK.

N o t e

• If the controller you have just applied the settings to is currently connected, disconnect and reconnect to allow the above changes to take affect.

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Programming – Zones

In order to programme Zones into the controller, complete the following steps:

1. Click “Controller” on the top menu

2. Click the “Doors, Zones and PGMs” icon on the menu bar, and select “Zones”. All available zones will appear in the top window pane

3. Double-click the zone you wish to programme. The Zone programming window will open (see below)

4. Click in the “Name” text box and name the zone

5. Click on the “Areas and Zone Types” tab. Assign the zone to an Area. Assign a Zone Type

6. Click on the “Options” tab. Select any other options required. This is also the area of programming where 2k2/6k8 EOL resistors are selected.

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7. Once the zone programming is complete, click either the “Next” arrow button at the top of the window (see following page) to jump to the next zone, or click “OK” to close the zone programming window

Continued on next page…

For further information on Zone programming, refer to the Protégé Integrated Controller Reference Manual

Further Information – Updating Modules

Changing the properties of a zone input that affects the connection of the zone, EOL or inversion requires an “Update Module” to be performed. This is done by right-clicking on the input module in question and selecting “Update Module” from the menu.

In fact, when programming changes are made to any module in the system where the physical behaviour of that module is being altered, you need to perform an “Update Module”.

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Programming – Areas

In order to programme Areas into the controller, complete the following steps:

1. Click on the “Site” button at the top of the page, then click on “Areas”

2. Click on the “Add” button to create a new Area within the site

3. Click in the “Name” box and name your Area

4. Click on the “Area” tab

5. Click on the “Area” drop down box to assign an available controller Area to the site

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Continued on next page…

6. Once an available Area has been selected, click the “...” button to jump to the programming for the selected Area. The local (controller) Area programming window will open

7. Work through each of the tabs in the Area programming tab. Once the Area options have all

been selected, click “OK” to close the local Area programming window, then click “OK” again to close the “Area Record” window

Further Information - Trouble Area

A Trouble Area is the last area in a profile and contains Trouble Zones. Trouble Zones are used to monitor inputs generated by the system which don’t have a physical zone.

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Programming – Sirens/Bells

Sirens must be programmed for Area in the system. On the Protégé system, sirens are denoted as PGMs, on the panel for example, Siren or Bell outputs 1 and 2 are PGMs 1 and 2.

In order to programme Sirens into the system, complete the following steps:

1. Click on the “Controller” menu at the top of the page

2. Click “Local Areas”, then “Local Areas”

3. Make sure the “Programming (Areas(Local)) tab is selected. The complete Area list available on the system should be viewable

4. Double-click the Area that you wish to programme a Siren into. The Area programming window should now be open

5. Click the PGM tab, you should now see the PGM programming options (shown below)

Continued on next page…

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6. Select the appropriate output in the dropdown list next to “Bell PGM Output”. For sirens the output will be either “CP001 Bell 1” or “CP001 Bell 2”

7. Click “OK” to confirm changes

N o t e

• Any PGM output could be assigned as the Bell PGM output, not just the Bell outputs.

• Bell outputs supply 12vdc (Not siren tones!)

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Programming – Basic PGM setup

To programme PGMs for Areas, complete the following steps:

1. Click on the “Controller” menu button at the top of the screen 2. Click on the “Local Records” icon, then select “Local Areas”

3. Double-click on the Area you wish to add PGM functions to

4. Click on the “PGMs” tab. The window should appear as follows:

5. Assign PGMs to Area functions from each of the dropdown lists 6. The On Time and Off Time denote the length of time the PGM will pulse on and off for if so

programmed. If the On and Off Times are left as 000 then the PGM will stay on solid for the time the PGM is valid

7. Click “OK” to confirm changes

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Programming – Creating/Managing Area Groups

To create a new Area Group, complete the following steps:

1. Click on the “Site” menu button at the top of the page 2. Click on the “Area Groups” icon (as shown below, 1)

3. Click the “Add” button (2) to add a new Area Group to the site. The “Area Group (New Record)” window will then open

4. Name the Site Area Group

5. Click on the “Area Groups” tab. Click on the “Area Group” dropdown list and select a Local

Area Group to assign to the site Area Group. To modify the selected Area Group click the “...” button

6. Name the Local Area Group

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Select a Schedule if required from the Schedule dropdown list. To modify the Schedule, click the “...” button. Once complete, click “OK” to return to the Local Area Group window

7. Click on the Areas tab. Select the Areas to be assigned to the Local Area Group

8. Click “OK” to close the Local Area Group window

9. Click “OK” to confirm changes

10. The new Area Group will now appear in the Area Groups list

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Protégé Training Course Level 1

Managing Users

with the

Protégé System Management Suite

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Managing Users

A user is a person that is programmed in to the system with access control, alarm, biometric or photo identification credentials. A user is then able to be assigned access to programmed doors and functions of the system. By default the Protégé System Management Suite and System Controller will create three users.

User Name User Number Default Pin Number

Master UN00001 123456

Installer UN00002 000000

Demo User UN00003 111111

N o t e

• It is recommended that the demo user is deleted once it has been utilised for training

purposes and the master and installer codes should be changed immediately to prevent any potential security breach.

• It is also recommended that the settings of the Master and Installer users are not modified from their defaults.

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Programming – Adding Users to the system To add a User to the system, complete the following steps:

1. Click on the “Site” menu at the top of the page 2. Click on the “Users” icon (as shown below)

3. Click on the “Programming (Users)” tab, then click the “Add” button (as shown below). The User (New Record) window will open

4. Fill in all the relevant information on each of the tabs, including Names, PIN, card

information, Global Access Level, etc. (Note, in regards to card data, “Family Number” refers to the site code of a card)

5. Click “OK” to confirm changes to the User Record

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Adding New users from the Event Log

There is another way to add new users to the system:

1. Badge a new card on reader one 2. The new card data will appear in the “Events” pane at the bottom half of the screen

3. Right-click the Event, and select “Add User” from the menu 4. Edit the appropriate user field

5. Click “OK” to confirm changes to the User Record

Note

• The Add new user option is not available from an EXIT Reader.

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Programming – Adding/Modifying User Access Levels

To add a User Access Level to the site, complete the following steps:

1. Click on the “Site” menu at the top of the page 2. Click on the “Access Levels” icon

3. Click the “Add” button. To modify an existing Access Level, double click on it in the list, then skip to Section 5 below

4. Name the Access Level (give it a name so it’s easily recognisable later, such as “Work Hours”)

5. Click the “Access Levels” tab

6. Click the “Access Level” dropdown list and select and empty Access Level (for example,

*Access Lvl 004)

7. Click the “...” button next to the Access Level dropdown list. This will open the Access Level options window

8. Click on each of the dropdown lists next to each of the options that you wish to change,

selecting either a new or existing option, then clicking the “...” button to open the settings window for each of the main Access Level options

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Continued on next page…

9. After each setting has been selected, click the “OK” button to confirm changes

10. Once all changes have been made to the Access Level, click “OK” to confirm

11. Finally click “OK” to close the Access Level window

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Creating Global Records from a Local Record

1. Select the local record you wish to add to the Global Records

2. Right-Click and Select “Convert To Global Record”

3. Confirm the action (yes)

4. A Global record will now be created and linked to the local Record

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Protégé Training Course Level 1

Access Control

with the

Protégé System Management Suite

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Programming – Adding Doors (basic setup) To add a Door to the site, complete the following steps:

1. Click on the “Controller” menu at the top of the screen

2. Click on the “Doors, Zones and PGMs” icon (as shown below)

3. Double-click on the next available Door on the system. The Door programming window will open

4. Select the appropriate options for the Door. Select options from the “General”, “PGMs”, “Options” and “Advanced Options” tabs

5. When all appropriate options have been set, click “OK” to confirm changes

6. Click on the “Modules” icon (as shown below), then click on the “Reader Expanders” menu item

Continued on next page…

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7. Double-click on the Reader Module you wish to programme

8. Click on the “Reader One” tab

9. Click on the “Reader One Door” dropdown list. Select the Door to be linked as the “Reader One Door”

10. Select any other Reader options required, then click “OK”

11. After any changes are made to a Reader Expander you must perform a module update, this is done by right-clicking on the module that changes have been made to and selecting “Update Module” from the menu

Further Information – Inverting lock relays

In order to Invert a lock relay you must;

1. Choose the door you wish to alter in door programming

2. Double-click on the door to open it’s properties

3. Click on the PGMs tab

4. Click on the “…” button to hyperlink to the PGM (Lock relay) properties for that door

5. Click on the “Options” tab, then select “Invert PGM Output”

6. Click OK to confirm changes to PGM programming

7. Click OK to conform changes to Door programming

8. Click on the “Modules” button on the main menu, then select “Reader Expanders”

9. Right-click on the Reader expander related to the Door you’ve just altered and select “Update Module”

10. During the module update you should hear the lock relay click on and stay on

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Programming – Creating/Managing Door Groups To create a new Door Group, complete the following steps:

1. Click on the “Controller” menu button at the top of the screen 2. Click on the “Groups” icon, then select Door Groups (as shown below). The Door Groups

window will now open

3. Name the Door Group 4. Select a Door Group Schedule and Secondary door group if needed

5. Click on the “Doors” tab. Select the doors required for the Door Group

6. To modify a schedule for a specific door, click on the “...” button next the Schedule

dropdown list. Click “OK” to close the Schedule window

7. Click “OK” to close the Door Groups window and confirm changes

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Programming – Schedules To programme a new Schedule, complete the following steps:

1. Click on the “Site” menu at the top of the screen

2. Click on the “Controller Schedules” icon (as seen below)

3. Click the “Add” button. The schedule window will open

4. Name the Schedule

5. Select a Start and End time for the first period. Select days that the period will be valid. The Schedule window should now look similar to the following:

6. Select up to another three periods

7. Click “OK” to confirm changes

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Programming – Communications (Services) As an introduction to Comms programming on the Protégé system, we’ll programme a ContactID Comms Service.

The following steps will get a basic ContactID Comms task running:

1. Click the “Controller” menu at the top of the page 2. Click on the “Services” icon (as shown below)

3. Double-click on an empty Service (an empty Service will have “None” as it’s “Service Type”). This will open a new Service window.

4. Double-click in the Name box and give the Service a name, for example “ContactID”.

5. Click on the “Service Type” dropdown list and select the “ContactID” service (as shown

below)

Continued on next page…

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6. Click “OK”. A new window will appear asking you to close and reopen the window in order to allow the change of Service Type to take effect (as shown below), click “OK”, then “OK” again to close the Service window

7. Re open the Service by double clicking on it in the Service list. The ContactID Service window will now open with new options

8. Click on the “General” tab, enter a 4 digit client code

Please note! A Client Code can also be programmed into each Area, this client code will override the client code programmed into a Service

9. Click on the “Phone Number 1” dropdown list. Select an empty phone number.

10. Click the “...” button next to the phone number to edit the phone number details. Give the

phone number a name, then enter the desired phone number in the “Phone Number” box. Click “OK” to confirm

11. Click on the “Options” tab. Select the appropriate options that are required

12. Click on the “Settings” tab. Select the appropriate setting that are required

13. Click “OK” to confirm changes to the new ContactID Service

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Backing up & Restoring a Controller The following is the method for backing up the controller’s SQL database, as well as restoring a backup

Configuring Backup

1. Click on the “System” menu at the top of the screen

2. Click on the “Global Options” button

3. Select a new backup path if required (1)

4. Select an Auto Backup time if required (2)

5. Select “Append Weekday Index To Backup File Name” if required (3)

6. Click “OK” to apply settings

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Backup Procedure

1. Click on the “System” menu button at the top of the screen

2. Click on the “Backup Database” icon

1. The “Backup Database” window will now open (as shown below)

2. Click the “Backup Now” button. The Management Suite will now back up the database to the

C:\Program Files\Integrated Control Technology\Protege\Backup directory

Restore Procedure

The follow procedure will restore the backup

1. Locate the C:\Program Files\Integrated Control Technology\Protégé\ directory, then double-click on the Restore.exe file to run the Restore application. The Protégé Backup application will now start

2. Click on the “...” in the Path to Protege.BAK file box

3. Locate the backup.BAK file in the Protégé backup directory

4. The backup application will now restore the backed up controller programming

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Protégé Training Course Level 1

Programming Exercises

with the

Protégé System Management Suite

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Exercises Before beginning the following three exercises, please complete a full factory default of your panel using the defaulting procedure explained earlier. Ensure that any controllers previously programmed into your copy of the Protégé System Management Suite are deleted.

Exercise One • Program the Front door reed (CP001:01) and the Warehouse PIR (CP001:02) into area 1 and

call it “Warehouse“ and the other PIR (CP001:03) into an area called “Office”. Programme two users into the system. Julie has access to both areas and Mary has access to the Warehouse only.

• Programme the Green LED on the keypad to come on when the Warehouse is disarmed, the Red LED to come on when the Warehouse is armed and finally the keypad beeper to Pulse at two different speeds for the Exit and Entry Delays

• Program the Beeper on the keypad to simulate an External siren or Bell (KP001:04)

CP001:Z01 CP001:Z02

KP001:PX04Area 001

Area 002

CP001:Z03

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Exercise Two

1. Additional to Exercise 1, program an entry and exit reader on the front door (DR001) and a Multiprox Reader (DR002) on the Office door. Give both users access to the front door and Julie access to the Office.

2. The staff leave at night and would like to arm the site from outside. Program the front door reader for 2 badge arming (Warehouse only).

3. Julie can access the office using her card OR a pin

Continued on next page…

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Exercise Three Continuing from Exercise 2.

1. A new staff member John needs a code and card for both areas and doors but he is only allowed to access the complex between 09:00 & 17:30. The staff leave at night and leave the lights on so they require the lights to only work when the Warehouse area is off, programme PGM3 (which will simulate the building lights) to come on when the area is disarmed and turn off when the area is armed.

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Exercise Four Continuing from Exercise 3

1. As the office now contains very sensitive information, Julie decides that if she loses her access control card, the information may be compromised. She wants to use a Card AND Pin outside of HER normal work hours (10:00-15:00 Mon-Fri)

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Exercise Five Continuing from Exercise 2.

1. Backup your database

2. Rename the file as follows

[year][month][day]_[1st name]_[last name]

20090915_Brendon_Parrish.bak

3. Copy the file onto the memory stick provided by your trainer