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Crystal Access System Software Reference Manual Updated to reflect changes in ISONAS Software V 15 January 2015

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Page 1: Software Reference Manual - Isonas Pure IP Access Control · Software Reference Manual ... Software Overview ... Controller Supervisor

Crystal Access System

Software Reference Manual

Updated to reflect changes in ISONAS Software V 15

January 2015

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ISONAS Crystal Access System

Software Reference

1 February 10, 2014

Contents

Software Installation ................................................................................... 5

Software Registration ................................................................................. 7

Upgrade of Software ................................................................................ 12

Software Overview ................................................................................... 13

Crystal Access Administrator ........................................................................................ 13

Crystal Access Monitor and IP Monitor ....................................................................... 13

Badge Printing ................................................................................................................. 13

Controller Supervisor ..................................................................................................... 13

Recovery Supervisor ....................................................................................................... 14

Database Repair and Maintenance ............................................................................... 14

CCheck ............................................................................................................................. 14

CMLoad ........................................................................................................................... 14

CTEST ............................................................................................................................. 14

Interfaces – INRServ (ISONAS Notification Request Server) ................................... 15

IOSupervisor ................................................................................................................... 15

ISONAS Copy.................................................................................................................. 15

ISONASRPT .................................................................................................................... 15

Virtual Reader ................................................................................................................. 15

PlugNPlay ........................................................................................................................ 15

RSUP ................................................................................................................................ 16

Virtual Input Output Box .............................................................................................. 16

Administrative Program (ISONAS.EXE) ..................................................................... 16

Logging On ...................................................................................................................... 16

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Viewing the Network ...................................................................................................... 19

Defining the network ...................................................................................................... 20 Defining Doors .............................................................................................................. 22

Network Status ................................................................................................................ 41

Suppressing Alarms for Doors ....................................................................................... 42

Programming Reader Controller Behavior for Multiple Units .................................. 43

Starting and Stopping Communication Programs ...................................................... 50

Application Menu –Passwords and Options ................................................................ 55

Application Menu – Start Crystal Access Monitor ...................................................... 60

Application Menu – Support/License............................................................................ 60

Network Menu – View Network .................................................................................... 61

Network Menu – View Areas ......................................................................................... 61

Network Menu – Virtual Reader ................................................................................... 62

Calendar Menu – Holidays ............................................................................................ 62

Calendar Menu – Shifts .................................................................................................. 62

IOModules Menu ............................................................................................................ 64 I/O Supervisors Tab ...................................................................................................... 64

Defining an IO Module ................................................................................................. 65

I/O Groups Tab ............................................................................................................. 69

I/O Profiles .................................................................................................................... 70

Doors Menu - Doors ........................................................................................................ 73

Doors Menu – Floor/Site Plans ...................................................................................... 73

Doors Menu –Review Programming ............................................................................. 75

Doors Menu –Door Images ............................................................................................ 76

People Menu – People/Badges ........................................................................................ 76

People Menu – REX and AUX ....................................................................................... 86

People Menu – Groups ................................................................................................... 86

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People Menu – User Defined Fields ............................................................................... 88

Rights Menu – Permissions ............................................................................................ 88

Rights Menu – Permission Groups ................................................................................ 94

Rights Menu – Scheduled Events .................................................................................. 95

Special Badge Properties ................................................................................................ 96

Files/Reports Menu ......................................................................................................... 98

Scripts Menu.................................................................................................................... 98

Monitor And IP Monitor Programs .......................................................... 101

Logging on to the Monitor Program ........................................................................... 104

Operational Levels within the Monitor Program ...................................................... 105

Functions Available within the Monitor Program ..................................................... 107 Current History ........................................................................................................... 107

UNLOCK,LOCKDOWN,NORMAL,CLEAR ........................................................... 108

Roster .......................................................................................................................... 108

Lookup ........................................................................................................................ 110

Doors ........................................................................................................................... 110

Door Groups................................................................................................................ 111

Alarms ......................................................................................................................... 112

Activity ....................................................................................................................... 113

Monitoring Input and Output Points ........................................................................... 113

View 1 through View 5 ............................................................................................... 114

Plan View ....................................................................................................................... 115 Attendance .................................................................................................................. 117

Filtered History ........................................................................................................... 119

Options ........................................................................................................................ 119

CSUP Program ...................................................................................... 120

Communications Supervisor Startup Options ........................................................... 121

Controller Supervisor Stop Options............................................................................ 125

Advanced Networking ............................................................................ 126

Conceptual Overview.................................................................................................... 127

Maximums ..................................................................................................................... 128

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Sharing the Database .................................................................................................... 128

Location of Software ..................................................................................................... 128

Where to run the Communications Supervisor programs ........................................ 129

How to start Communications Supervisor program ................................................. 129

Badging Program ................................................................................... 130

Options ........................................................................................................................ 130

People/Badges ............................................................................................................. 131

Read BadgeIds ............................................................................................................ 131

Card Layouts ............................................................................................................... 132

CardPrinter-Single ...................................................................................................... 136

CardPrinter-Multiple Badges ...................................................................................... 137

Tools/Utilities .......................................................................................... 138

CTEST ........................................................................................................................... 138

Database Repair and Maintenance (DBRM) ............................................................. 139 Check .......................................................................................................................... 140

Repair .......................................................................................................................... 141

Import .......................................................................................................................... 141

Export .......................................................................................................................... 144

Convert ........................................................................................................................ 145

ISOCopy......................................................................................................................... 146

Virtual Reader ............................................................................................................... 147

PlugNPlay ...................................................................................................................... 147 PlugNPlay – AutoFind ................................................................................................ 149

PlugNPlay - Find......................................................................................................... 150

PlugNPlay – Manage IP Address Pool ....................................................................... 150

PlugNPlay – Change IP Address ................................................................................ 151

PlugNPlay – Add to ISONAS Network ...................................................................... 152

PlugNPlay - Strobe ..................................................................................................... 152

PlugNPlay - Configure ................................................................................................ 153

PlugNPlay - Security ................................................................................................... 154

CMLOAD ...................................................................................................................... 155

CCheck ........................................................................................................................... 158

Appendix A - Configuring ISONAS readers and DHCP .......................... 159

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Configuring DHCP service........................................................................................... 159

Configuring DNS service .............................................................................................. 159

DNS and Crystal Matrix Notification ......................................................................... 159

Enabling PowerNet DHCP Support ............................................................................ 160

Enabling DHCP with PlugNPlay ................................................................................. 160

Enabling DHCP with Embedded Web Pages ............................................................. 161

Setting up PlugNPlay .................................................................................................... 163

Running PlugNPlay ...................................................................................................... 163 Running PlugNPlay on an as needed basis ................................................................. 163

Running PlugNPlay as a TSR ..................................................................................... 163

Running PlugNPlay as a windows service .................................................................. 163

PlugNPlay processing IP changes ................................................................................ 164 Manually ..................................................................................................................... 164

Semi-Automated ......................................................................................................... 164

Fully Automated ......................................................................................................... 164

Appendix B – Installing and Configuring the IP Monitor ......................... 165

Install the IP Server on the system where the Crystal software is installed ............... 165

Configure the IP Data Server ...................................................................................... 166

Create a Shortcut to IPCrystal.exe on the Remote Computer ..................................... 169

Appendix C – ThyssenKrupp Elevator Systems Interface ...................... 170

Defining the TKSup (ThyssenKrupp IO Supervisor) ................................................. 171

Editing the defined IOModules ................................................................................... 173

Defining the IOGroup ................................................................................................. 173

Associating a Reader Controller with the IOGroup .................................................... 174

Associating Reader Controllers with ThyssenKrupp Entry Devices .......................... 174

Assigning Permissions including Profiles .................................................................. 177

Initializing Landing Access using Business Rules ..................................................... 177

Appendix D – Redundant and Overlapping Permissions ....................... 178

Software Installation The most recent versions of ISONAS software can be downloaded from

http://www.isonas.com

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Follow the Support link to SoftwareDownloads You may run the self installing executables either by double clicking on them or by running them from the RUN command line.

The software will self license itself for 30 days. . The installation process is self explanatory. The default installation directory is C:\APPS\ISONAS but you may install at any location you wish. NOTE: If you are installing in a Windows Vista, Window 7, Server 2007 or Server 2008 system, we strongly recommend that you DO NOT install in the Program Files or ProgramFiles(86) directory. These operating systems treat that folder in a highly specialized manner and upgrading the ISONAS software is very difficult if it is installed in the Program Files directory. You will be given a choice of which components to install. We recommend that you install the Database Maintenance and Utilities and Interfaces for possible

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future use.

The final screen of a successful installation confirms the success and tells you the default password for the Administrative module.

Software Registration When you install the software, it automatically licenses itself for 30 days from the time of first execution. Each time you bring up either the Administrative program or the Monitor program or the Badge printing program you will see a message similar to the one shown below:

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You may simply ignore this message and close the window to proceed with configuration and use of the software, but sometime before the expiration date you must register your software. Once you have registered, you will not see this screen again unless you request it as explained below under the Passwords and Options screen or by using the Help/Support menu.

The Site tab provides an area to record the administrative and support contact information for this site. All of the fields should be filled in before you register the software. Once you have completed filling in the Site Information screen you may register the software, either by direct submission (this is the recommended approach) or by email. The Register button will attempt to connect to the ISONAS server to complete the registration process. If this connection fails (typically because system security settings prevent the program from making the outbound connection) you can register by email. To do this, send an email with an attached file to: [email protected] The file which you should attach is in the …/ISONAS/LiveDB folder after you have pushed the Register button. That file is: …/ISONAS/LiveDB/REGISTER_SITE.XML It is recommended that you wait until you have successfully configured your system and communicated with all of the reader controllers before you Register. The reason for this is that information about your specific reader controllers will be provided to ISONAS as part of the registration process.

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To register optional products you must use the Register tab:

To license the basic Crystal Access system, you do not need to fill in any sales order numbers. If you have purchased any of the optional features listed, you must enter the ISONAS order number for that purchase in the field provided. If the same order number was used to purchase multiple items, you only need to enter it once. To register or reregister, simply push the Register button. The program will connect to the ISONAS site and provide the Site information and information about your configuration to ISONAS. ISONAS will send a response that will be displayed and will update your site ID and license information. You should review the response screen for any error messages. If you have incorrectly specified one of the ISONAS sales order numbers you may not be correctly licensed for all the options that you have purchased. After you accept the response screen the system will display the Current Licenses tab. You should review this to confirm that you have received the correct licenses. You should reregister when you add reader controllers to an existing system so that your records are up to date.

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If you do not have an intenet connection you can register by phone or by the email process previously described.

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As the screen instructions indicate, you will provide the Software Identification Number and receive an Authorization String which you will need to enter into the fields on the screen. The screen also has a tab for requesting technical support from ISONAS.

Pressing submit here will directly enter your request into the ISONAS call tracking system. You will receive an email confirming that the call has been logged and should then be contacted by ISONAS, either by email or by phone. The last tab on this screen simply identifies the site to which registration and support requests are sent.

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Upgrade of Software If you are reinstalling an upgrade, we strongly recommend that you make a complete backup copy of your current system (copy the entire ISONAS folder – this will save both the software and the database) before you start the installation process. The installation process will automatically run one of the utility programs, DBRM (DataBase Repair and Maintenance) which will automatically convert all versions later than 11 to the current version. If you are converting from an older version, you may contact ISONAS for assistance. If you have an older database and wish to proceed without contacting ISONAS, the recommended approach is as follows:

1) Run the older version to export the Names of people and group assignments to ASCII files. This can be done either by using the reporting menu in the administrative module and choosing the ASCII file output or by using the Export tool in the DBRM utility program which is available with more recent version of the ISONAS software.

2) You will then need to use a tool such as Excel or Access to reformat the data as required for the most recent version of the software (add columns as necessary). You can then use the DBRM facility in the new version to import the data. You can easily discover the new format by creating a single record and exporting it to create an example file.

3) Import the people and groups.

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4) Redefine the controller network. 5) Redefine shifts and permissions.

Software Overview

Crystal Access Administrator

This is the administrative application (ISONAS.exe). It provides all of the facilities used to define the system and how it should operate, including the definition of people, assignment of badges, definition of doors and shifts and definition of permissions. It is only necessary for this program to be run when defining or revising this information. If the access control system is installed on a computer which is connected to a network, there can be many different computers in the network that are used from time to time to update the database that defines the system and how it operates.

Crystal Access Monitor and IP Monitor

The Monitor application (crystal.exe) and the IP Monitor (ipcrystal.exe) are nearly identical in functional capabilities. They display the current state and ongoing activity of the door controllers and IO Modules. If operations are enabled,they will allow the operator to manually unlatch a door, LOCK or UNLOCK a door, clear ALARMS or remove people from the “IN” list which is used to prevent “Passback” of badges so that multiple entries to the facility can be done with the same badge credential. It is not necessary for the Monitor or Administrator programs to be running for the access control system to be operating. In a network installation, there may be many copies of the monitor or administrative programs running at the same time. The crystal.exe program uses direct file I/O to access the database tables. The ipcrystal.exe uses an IP Server program to access the database tables. The IP Server technique can offer both performance and security advantages when running the application over the network. The IP Server requires several additional installation and configuration steps which are documented in Appendix B.

Badge Printing

This is the badge printing application (badging.exe) which can print photos and other information on the badges used by the access control system. This is an optional program sold separately from the access control system but running from a common database.

Controller Supervisor

The Controller Supervisor (CSUP.exe) program is the application that actively communicates with the reader controllers. This program must be running for the

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access control system to operate in HOST mode. There may be multiple copies of the program running if the installation has defined the reader controllers to be connected to different supervisors. These multiple copies may run on the same physical computer or on different computers in the network.

Recovery Supervisor

The Recovery Supervisor (RSUP.exe) program is responsible for reestablishing communications with any reader controllers that get “dropped” by a CSUP. Reader controllers will be dropped by a CSUP if they are not responding to commands or will not accept a TCP/IP connection. This architecture allows the CSUP to continue servicing working reader controllers without spending time and cycles attempting to connect/communicate with units that are not responding. The RSUP will continue to attempt to reestablish communications with the dropped units. Once the units are again responding, the RSUP will notify the CSUP that the unit is available and the CSUP will pick it up again.

Database Repair and Maintenance

The DBRM (Database Repair and Maintenance) application (DBRM.exe) is provided to allow import and export of the database of People. It also has utilities within it that will recover data from the database files in the unlikely event that there is a database corruption. It also contains conversion programs to assist in upgrading the database for some required changes.

CCheck

The Controller Check application (CCheck.exe) will read data back from reader controllers and compare the programming data in the controller to that in the host database. Discrepancies will be noted. (If a controller is offline when a compile is done or goes offline while the data is still being sent to the controllers it is possible for the database in the controller to be out of sync with the host database.

CMLoad

The Controller Microcode Load (CMLoad.exe) will load PIC and Freescale microprocessor microcode and embedded web pages into the ISONAS reader controllers. (CTEST will also perform these functions, but CMLoad will start multiple simultaneous threads to do the loading for multiple units simultaneously.

CTEST

The CTEST application (CTEST.exe) will allow individual commands to be sent to specific controllers, These programs are normally used only during the initial installation and testing of a system and as a diagnostic tool to help isolate and correct problems during subsequent operation. The CTEST program also will load microcode into reader controllers. CTEST and CSUP are mutually exclusive,

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so only one of them may be running for a specified group of reader controllers defined as connected to a specific controller supervisor.

Interfaces – INRServ (ISONAS Notification Request Server)

The INRServ program provides easy access to ISONAS supported interfaces including SNMP, ISOAscii, and TCP/IP. The interface to the Microsoft Active Directory is the (separate) ADBridge.exe program. The documentation for these interfaces is included in the download if the Intefaces component is selected.

IOSupervisor

The ISONAS IOSupervisor (IOSup.exe) is the program that communicates to the IOModules if any have been configured within the system. It is similar to CSUP.exe described above, but instead of communicating with the ISONAS reader controllers, it communicates with IOModules. There can be multiple copies of this program running and they can all run on the same physical computer or on different computers.

ISONAS Copy

The ISONAS Copy application (ISOCOPY.exe) is provided to facilitate backing up the ISONAS database files. Some backup programs will not copy open files, and many of the key ISONAS database files are kept open when the ISONAS software is in execution. The ISOCOPY program will create a copy of the key tables used by the ISONAS access control system. After these files are created, they are closed and therefore will be backed up by standard backup programs. The ISOCOPY program can be run from a command line and can be scheduled using the standard windows scheduling program.

ISONASRPT

The ISONASRPT program is invoked by the IPCrystal program and executes on the server where the ISONAS software and database is installed. It creates an output file containing an attendance report. The IPCrystal program then opens and displays the report. The purpose is to avoid lengthy transmission of the database files over the network to create the report on the computer where IPCrystal is executing.

Virtual Reader

The ISONAS virtual reader (VirtualReader.exe) will provide an emulation of an ISONAS RC-02 reader controller. You can run it in conjunction with the rest of the ISONAS software to exercise and demonstrate the functions of the hardware and software.

PlugNPlay

The ISONAS PlugNPlay program is an installation aid for IP reader controllers. It will find ISONAS devices if they are communicating with the network (even if their IP address is out of the addressable range) and allow you to easily change the IP

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address and set other parameters for the reader controller. If you are running the ISONAS reader controllers in a DHCP enabled mode, the PlugNPlay program should be set up to run as a windows service. It will automatically update the ISONAS database whenever reader controllers get new IP addresses from the DHCP process.

RSUP

The recovery supervisor RSUP.exe is a program that has the responsibility of “recovering” reader controllers that have been “dropped” by the CSUP program responsible for them. Here is the logic:

When a CSUP can not communicate with a reader controller, it will retry the communication up to the Network Retry count times and then “drop” the reader controller from its active list. The CSUP will not attempt further communications to the reader controller until it is notified that the unit is once again available.

When a reader controller is dropped, the RSUP program will be started (if it is not already running). The RSUP program will attempt to reestablish communications with the dropped reader controllers. If the RSUP is successful, it will notify the CSUP that the unit is once again available.

Virtual Input Output Box

The VirtualInputOutputBox.exe program is an emulator for a modbus compatible IOModule. It can be used to demonstrate, train, configure and test the ISONAS systems ability to connect to and integrate with third party IO devices.

Administrative Program (ISONAS.EXE)

Note: The descriptions below show the full capabilities of the Crystal Access software. If you are logged on to the system with less than full privileges you will find some controls missing or disabled.

Logging On

Each time you run the Administrative program you will be required to enter a password. The default password is ‘apassword’ (without the quotes). You will see how you may change that password from within the Administrative program below. (During the free 30 day license period the system displays the current password on the screen below.)

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While the software is unlicensed it is also enabled for the EasyWeb/Advanced Security Option. With ASO, you may log on as the Administrator or may use an assigned Username and Password. If you choose to use an assigned username the screen you will see is shown below.

Virtual Reader There is a software program that emulates an ISONAS Model RC-02 reader controller. This program can be used for demonstration and training purposes. To run the program select Virtual Reader from the Network menu

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Select Yes to install and run the Virtual Reader.

If you choose to run a virtual reader the system will configure one in the database using your computer name as the Supervisor name, your current IP address as the connection, and Virtual Reader as the reader controller name. The system will also start execution of a program which will display the following screen and will emulate the behavior of a real reader as it receives commands from the ISONAS software and as you manipulate the various buttons and controls provided by the virtual reader.

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You can elect to skip this step in the future by checking the “Don’t Show this offer again” box, and you can bring up the screen from the Network/Virtual Reader menu at any time. There is a comprehensive document describing the use of the virtual reader in the DOC sub directory created by the installation process.

Viewing the Network

If the Administrative program has not automatically displayed the network you may display it by selecting the ViewNetwork option under the Network Menu.

Here is an example of what will be shown.

This network contains three controller supervisors:

Atlanta CSUP (nine IP reader controllers)

Boulder CSUP (two IP reader controllers)

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Tampa CSUP (nine IP reader controllers ) There is also a recovery supervisor

~Recovery Supervisor The function of the recovery supervisor is to attempt to recover any controllers that are dropped because they fail to respond to commands. When the recovery supervisor has successfully reestablished communications with a dropped reader controller, it will notify the responsible CSUP of the recovery so the CSUP can resume communications with it. You can also see checkmarks beside the CSUP and RSUP programs indicating that the programs are running. A red X icon would show that the program is not running.

Defining the network

You may use the Insert, Change and Delete buttons shown on the network display above to define the network. First you must use the mouse cursor to select a level in the tree structure of the display. If you select the top Network line, you can insert or change Supervisors.

The Supervisor name must be unique and may be set to any value you choose. The Supervisor ID is two alphanumeric characters and may be set to anything you wish. It must also be unique.

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The Port is the TCP/IP port that you want to assign to the communications program for this Supervisor. You may choose this arbitrarily as long as you avoid conflicts with ports used by other processes. In a network installation, it may also be necessary to modify the configuration of firewall or other network protection software to allow communications of this port.

If the checkbox is checked, the system will install and run the communications program for this Supervisor as a Windows Service. ISONAS recommends that you do NOT select this option until your system has been installed and running satisfactorily. Running as a service can complicate some of the debugging and shakedown steps typically required at installation.

Checking the Enable Server checkbox will configure the controller supervisor to accept incoming connections from reader controllers configured for client mode of operation. The reader controllers must be configured to locate the server where the controller supervisor (CSUP) is running and to connect to the defined server port. The reader controllers can be configured to require a periodic reset of an expiration date to keep them in operation. If this is the case then setting the PIC Expiration to a non zero value will cause the controller supervisor to send the necessary reset command. It is also possible to configure the controller supervisor to use encryption for communications with all client readers, and to specify the 32 byte encryption key. When a communications program is running, the IP Address and Host Name will be filled in with the appropriate values of the computer where the communications program is running. The normal case is to leave the Configure IPAddress on the Automatic selection, allowing the system to select the IPAddress when it starts up. In rare cases with multiple NIC cards it may be necessary to use Manual IPAddress configuration and set a specific IP Address to be used.

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Defining Doors

Selecting anything other than the “Controller Network” label at the top of the display will allow you to define a door (reader controller).

In Client mode the upper right quadrant of the screen shows the following fields:

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Client mode specifies that the reader controller opens the connection to the controller supervisor program. In Server mode, the controller supervisor program opens the connection to the reader controller. Client mode is only available for RC-03, IPBR-2 and IPBR-3 model reader controllers. The MAC Address uniquely identifies the reader controller. In Client mode, the server port that the unit will connect to must be preconfigured in the reader, and must match the port that is configured for the controller supervisor. For reader controllers in server mode, here is the screen that configures the connection:

For IPBridge (IPBR-2 and IPBR-3) units there are some additional configuration requirements because these units use a single IP address to connect two or three readers to the computer.

The Controller Id can not be set. It will always be 1 for the first reader, 2 for the second reader, and 3 for the third reader (if it is an IPBR-3 unit).

The IP address for the two or 3 readers must be the same

For units configured to operate in Server mode (where the computer initiates the connection to the unit) the port assigned to the base unit may be any valid port in the range 1 <= port <= 65533. The ports for the second and third units must be port +1 and port +2.

For units configured to operate in Client mode (where the reader controller initiates the connection to the computer) the port must be the same for all two or three readers. (In this case the Controller Id differentiates the units.)

Note: If you use the PlugNPlay program to configure the units these rules are applied automatically.

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For older reader controllers the connection could be a COMM port. The MAC address is read from the reader by the CSUP when it is started. The IP reader controllers all come from the factory with preset ports. (PORT 10001 for all units except IPBridge), and there is no reason to change that setting except in special cases using Port Forwarding to connect to the units. IPBridge units allow you specify a base port only. The second and third readers in the IPBridge will use the specified port +1 and +2 respectively. The Controller ID is also preset at the factory. For all IP units except the IPBridge, it will be set to one and there is no reason to change it. For the IPBridge, the units must be set to 1,2 and 3. For serial units it will be preset to a value between 1-254. In the case of serial units, the Controller ID must be unique on a given serial network so it may be necessary to change a factory preset value if it creates conflict with another unit on the network. NOTE: There is a reset button on the back of the reader controller (model RC-01 and RC-02). If the button is pressed and held in, the unit will clear all settings and revert to factory default. The factory default IP address for ALL RC-02 reader controllers is 192.168.1.27. For RC-03 and IPBridge units the default is 192.168.1.119.

The fields on the Door definition screen have the following significance:

Door Name – a name, up to 20 characters. Must be unique.

Description – optional description, up to 50 characters.

Area – the area the door is associated with. May be COMMON or one of the areas you have defined. (See Area explanation under View Area later in this document).

Controller ID- For IP reader-controllers, this field will almost always be set to a value of one. For older serial readers, this is the one byte subaddress of the controller. It will be a value between 1 – 254 and will be printed on the controller label. If you are installing multiple serial controllers on the same connection (the same comm port or the same thin server) they must all have a unique Controller ID. If the factory assigned controller id values happen to not be unique, you can use the CTEST utility program described later in this document to change the controller Id of one of the units.

Port – This is the TCP/IP port that the reader controller will communicate over (if it is an IP or Wireless IP device). The factory default is 10001 and you can accept this default unless you have to change it to conform to corporate network rules and conventions or to use Port Forwarding. For a more complete discussion of Port Forwarding, reference the ISONAS Installation and Wiring document which can be downloaded from the ISONAS website.

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IOGroup – this specifies that the Door is associated with a group of IOModules. You can define IO Profiles and Permissions using those IO Profiles so that digital output points on the selected IO Modules are activated or deactivated when people present badges to the reader controller.

There are seven settings for the Model:

o RC-01 – RC-02 RC03 use these models for ISONAS PowerNet

reader controllers, including those that have a built in keypad. The correct model number is shown on the label on the back of the reader, and can also be seen in PlugNPlay.

o PRC-001B – use this model for all controllers that have PRC-001B on the label, including IP, Wireless IP and Serial units.

o PRC-001 – use this model for all controllers that have PRC-001 on the label except for the early models as defined below for dPRC-001

o Use KTP-Keypad for external serial connected keypads. These must be attached to a dedicated serial connection (either a Comm port or a thin server emulating a comm. port).

o Use Serial_1 for HID MaxiProx readers. These must be attached to a dedicated serial connection (either a Comm port or a thin server emulating a comm. port).

o Use dPRC-001 for early model ISONAS controllers. (Serial numbers beginning 02xxxx or 01xxxx). These early models required some delays in the communications protocol. If you incorrectly define one as a PRC-001 you may see a high error rate on the controller.

Network Timeout – the reader controller will automatically drop into standalone mode if it does not see communication from the host computer for this number of seconds.

The Host Fields have the following significance

Monitor Authority Level – this is the authority level (0-3) that the user must have within the monitor program in order to directly operate the door. If the user has a lower authority level they may not perform operations on the door including ADMIT, UNLOCK, LOCKDOWN, and RESET.

Dual Authentication – this specifies that the door will only open if two valid badges are presented within the latch interval. You can specify a number of different conditions:

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o Any – this specifies that any two different valid badges (or a valid badge and a valit pin code) will open the door.

o Same – the two badges/pin codes must be assigned to the same person

o Different – the two badges/pin codes must be assigned to two different people.

Latch Interval – this is the default latch interval for the reader controller. This is how long the controller will remain unlocked when a valid badge is presented.

Relatch o Full Interval – the reader controller will relatch at the end of the

latch interval o On Open – the reader controller will relatch when it detects that the

door has been opened o On Close – the reader controller will relatch when it detects that the

door has been opened and closed

Clear Alarm on Authorized Open – if this item is checked then specially authorized badges will cause the system to clear alarm conditions at the reader controller when the badge is presented. This would allow a guard who went to the reader controller to investigate an alarm to clear it “on site” without having to return to the monitor location.

Admit – there are four checkboxes that control system behavior when an admit event occurs:

o Beep – causes the buzzer to sound o TTL1 – activates TTL1 o TTL2 – activates TTL2 o w/o Unlatch – does NOT activate the relay to unlatch the door

Reject – there are three checkboxes that control the system behavior when a reject event occurs:

o Beep – causes the buzzer to sound o TTL1 – activates TTL1 o TTL2 – activates TTL2

REX Input - the radio buttons and checkbox under REX input control system behavior when the REX signal is activated:

o Disable – the signal is ignored o Use REX DB – the system looks up the permissions defined for

REX in the database and admits if REX is currently authorized to open the door.

o w/o Unlatch – if this checkbox is checked, then an admit will not activate the relay to unlock the door.

o ALARM – create a REX ALARM event o LOCKDOWN – puts the door into LOCKDOWN – no badges will be

accepted, even if authorized, except for MASTER badges.

AUX Input - the radio buttons and checkbox under AUX input control system behavior when the AUX signal is activated:

o Disable – the signal is ignored

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o Use AUX DB – the system looks up the permissions defined for AUX in the database and admits if AUX is currently authorized to open the door.

o w/o Unlatch – if this checkbox is checked, then an admit will not activate the relay to unlock the door.

o ALARM – create a AUX ALARM event o LOCKDOWN – puts the door into LOCKDOWN – no badges will be

accepted, even if authorized, except for MASTER badges.

Alarms - there are three alarms associated with the reader controller o Unauthorized Open – the door sense input is indicating that the

door is physically open but the system has not authorized it to be unlatched. The Delay field can be set to delay signaling the alarm for up to 255 seconds.

o Extended Open – the door has been open for too long. The Interval value specifies how long the door may be open without creating the alarm condition.

o Tamper – the tamper detector on the reader controller is indicating a temper condition.. the unit has been disturbed or remove from the wall. For PowerNet and ClearNets w/optical tamper sensors, the tamper count should be set to zero. For older units, the tamper count can be set to require a number of sequential tamper indications before the alarm is created to compensate for overly sensitive tamper conditions such as a location with a lot of physical vibration.

If you select the Local Operation Tab, you have access to the following fields:

These have the following significance:

Latch Interval – this is the standalone latch interval

TTL2 on Unauthorized Open – activate TTL2 if an unauthorized open alarm is activated

TTL1 on Tamper – activate TTL1 if a Tamper alarm is activated

BEEP – the controller will beep on the selected events

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BEEP on Accept – if a valid badge is presented in local or standalone mode and the controller unlocks, it will beep as set here

REX Input may be set to either Admit or to activate TTL2.

AUX Input may be set to any of the following: o Disable – AUX input signal will be ignored o Authorized Access – the reader controller will unlock for the latch

interval (identical behavior to REX in standalone mode) o TTL1 – Activate TTL1 when AUX input is detected o TTL2 – Activate TTL2 when AUX input is detected

If you select the Local Special Badges tab you will have access to the following screen. The green arrows allow you to select special badges that work in Local or Standalone Mode.

If the reader controller is an RC-03 model, the screen is slightly different:

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The additional buttons show whether or not a GUID is assigned and allow the GUID to be set or viewed.

ADD – when this badge is presented in Local or standalone mode, it will toggle the reader between ADD and normal state. In ADD state, the lower LED is green and any badges presented will be added to the internal database of authorized badges. As each badge is added, the reader controller will sound the buzzer and flash the LED.

VOID – when this badge is presented in Local or standalone mode, it will toggle the reader between VOID and normal state. In VOID state, the lower LED is red and any badges presented will be removed from the internal database of authorized badges. As each badge is removed the reader controlle will sound the buzzer and flash the LED.

VOID ALL – when this badge is presented and the reader is already in the VOID state, the reader controller will void all badges and remove them from the internal database. The reader controller will sound the buzzer and flash the LEDs in a distinctive pattern.

LOCKDOWN – when this badge is presented in standalone mode, it will toggle the reader between lockdown and normal state. In lockdown state, it will not accept any badges.

UNLOCK – when this badge is presented in standalone mode it will toggle the reader between unlocked and normal state.

NORMAL - when this badge is presented in standalone mode it will force the reader into a normal (latched) state.

Note: When programming these special badges for RC-03 readers, the full GUID value associated with the credential must be available for the assignment to work properly. (The Crystal software will temporarily assign short GUIDs to credentials

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that have BadgeId values as an aid to conversion. These short GUIDS will be replaced by full GUIDs when the credentials are read by RC-03 readers. The short GUIDs will not work as special Badges. If you have an ISONAS PowerNet reader (model RC-01, RC-02 or RC-03) the Keypad/Serial Port tab will be available to you. If you select that tab you will have the following screen fields available if you have an RC-02 or earlier unit:

Serial Port Mode o Disabled – the port is disabled o Local – the port is handled by the microcode in the reader

controller. (not currently implemented) o Keypad - silent– the reader controller has an ISONAS integrated

keypad. o Keypad – beeping – the reader controller has an ISONAS

integrated keypad. The unit will beep on every key press. o Bitmask – the port is connected to an HID reader and the specified

HID Bitmask will be used to determine the card id reported to the system.

o Data Mangle – the port is connected to an HID reader and the HID Data Mangle algorithm will be used to determine the card id reported to the system.

o Passthrough – the port will pass data to the PC for processing. Passthrough data must be further defined using the drop box to specify that the data is:

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Ascii AsciiHEX (i.e., the character string 4C33 would be

interpreted as 19507 decimal Binary

In Passthrough mode if the Advanced HID global flag is set on (in the Program Doors/NetworkMode screen) it is displayed here and the HID bitmask is applied to values received through the serial port.

Length o Variable – no fixed message length for messages from the attached

device o Fixed – all messages from the device will be exactly the specified

number of bytes long.

Timeout o The port will not timeout o The port will discard partial message fragments after the timeout

interval (in 1/16 seconds) if a complete message is not received within the timeout interval.

Start Characters – you may specify zero, one or two start characters (by specifying the decimal value of the byte representing the ascii character (i.e., “1” = 49, “*” = 42,”#” = 35 ). Values of 0 and 255 are not allowed. The port will watch the incoming data and if the start character(s) have been specified it will use them to identify the start of a message.

End Characters – you may specify zero, one or two end characters (by specifying the decimal value of the byte representing the ascii character (i.e., “1” = 49, “*” = 42,”#” = 35 ). Values of 0 and 255 are not allowed. The port will watch the incoming data and if the end character(s) have been specified it will use them to identify the end of a message.

For reader controllers with keypads, another common configuration is to use a single stop character and no start character. The value 35,which is the “#” character or the value 42 (the “*” character) may be used. For, RC-03 units, the screen is as follows:

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In this case the serial port can be configured for Wiegand data input. When it receives the input it will either use it as a credential number directly (RAW) or will first process it with its current HID handling technique before using it as a credential. The Mocrocode tab can be used to display information about the microcode levels in the reader controller.

PRC-001B. RC-01, RC-02and RC-03 controllers have PIC processors. The Freescale microcode is only valid for RC-01, RC-02 and RC-03 units. The Advanced tab is shown below.

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The AdvancedIO settings are available for RC-03 reader controllers and they modify the operation of the reader controller in Local or Standalone mode. The ISONAS RC-03 has three external inputs which are normally used as DS (Door Sense), REX (Request Exit) and AUX (Auxilliary). Any or all of these inputs may be set to Advanced IO input mode by checking the box under “Use Advanced”

The software interpretation of the electrical state of the REX and AUX input switches is also modified when the Advanced IO mode is used. The table below summarizes the behavior in both normal and AdvancedIO cases.

Normal Mode Advanced IO Mode

Electrical State

Door Sense

REX AUX Input 1 Input2 Input 3

Open Circuit

open off off open open open

Short Circuit

closed on on closed closed closed

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For the inputs that are set to “Use Advanced” you may then set the system to signal Unauthorized Open alarms and/or Extended Open alarms, and may set the Extended Open alarm time out value. You may also Invert the signal so that the “meanings” of the switch on/off states are inverted. The LABELS values you specify will be used to report activity of the three inputs in the monitor and in history reports. The AdvancedIO Output settings are shown below:

The Advanced Output settings for the RC-03 allow for individual credentials (badges/GUIDs) to be defined with specific outputs (Relay, TTL1, TTL2 and TTL1 and 2 together). When a valid credential is presented to the RC-03 operating in Advanced Output mode, the specific outputs defined with the credential will either be set immediately or are used to define which outputs are permissible. The individual presenting the credential can then press a key on the keypad to request selected outputs, and if the requested outputs are permitted they will be set. The Output mode settings are:

Mixed – allows the KP Required settings for the individual outputs to determine whether the output occurs automatically or the reader controller waits for a keypad entry

Auto – all outputs are automatic

KP – all outputs require a key pad entry The individual badges can have special properties assigned to them as described later in this document. These special properties can include values for the Local operation of the four outputs. (Relay, TTL1, TTL2 and TTL1 & 2 combined). If the credential has the special property set for an output and that output does not have the KP Entry Required check on, then when the badge is read the output will activate (turn on) immediately and will remain on for the duration of the specified latch interval.

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If the credential has the special property set but the KP Entry Required is checked for that output the behavior is different. When the badge is read the reader controller will wait for a keypad entry. If a keypad entry is made within the keypad timeout interval, the special property settings show which outputs are authorized. If the entry requests an authorized output, the output will operate for the latch interval. The keypad entries request the following outputs:

Key Entry Outputs Requested

1 TTL1 & Lock Relay

2 TTL2 & Lock Relay

3 TTL1 & TTL2 & Lock

Relay

4 Lock Relay

5 TTL1

6 TTL2

7 TTL1 & TTL2

The Output Labels are used to report activity in the monitor program and in reports for the history file. NOTE: If the Advanced Output feature is set for the door then any badges that are read by the reader must have the special bits set to define the behavior of the reader. If no bits are set then the reader will not activate any of the outputs. Any credentials that are added using the special ADD card will not have any of the special bits set and therefore will not operate any of the advanced output features. The Encryption Key fields allow you to specify that encryption is to be used and to specify the 32 byte hex key for the encryption. The format of this key is a character string (64 chars maximum), which uses the characters 0-9, A-F. If you choose to encrypt communications you must also set the encryption key in the reader controller or thin server. This can be done with the ISONAS PlugNPlay program. The Persistent Configuration flag will cause the system to skip some controller configuration initialization steps when the communication program starts up or is reset. If you have used other programs to modify the settings, this will preserve those settings rather than resetting them to ISONAS default values. Most customers should leave the persistent configuration flag unchecked and allow the system to initialize the reader controllers each time the controller supervisor is restarted. The ACS Server and ACS Server IP are associated with DHCP enabled RC-02 reader controllers. When a DHCP enabled unit receives an IP address from the DHCP server, it will attempt to use DNS to get the IP address of the named ACS Server. In a properly configured system, this name will be defined in the DNS

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server as an Alias for a computer in the network where the ISONAS PlugNPlay program is running as a windows service. Once the reader has the IP address of that computer, it will send a directed UDP message to port 0x77BC. The ISONAS PlugNPlay program, if it is running on that computer, will receive the message and use the data in the message to update the ISONAS database with the current IP address of the reader controller. If DNS is not available or able to provide the IP address of the ACS Server Alias name, the reader will use the preset ACS Server IP address to attempt to reach the PlugNPlay program. There are several Modes of Operation that can be set for a reader controller:

LOCAL – the computer will communicate with the door at startup time and any time the programming for the door is changed. For older models, the system will also request any stored events from the controller on the heartbeat interval (default 15 seconds). Decisions about whether to accept a badgeid will be made locally by the controller using the database stored in the controller. For RC-02 models, the reader controller will asynchronously inform the host of all events as they occur in real time. NOTE: If a reader controller is programmed to operate in LOCAL mode and is subsequently sent a command to UNLOCK, LOCKDOWN or RESETNORMAL (from the Monitor program or from one of the supported interfaces), the reader controller will be forced into HOST mode. The override of programmed behavior may be set to be either temporary or permanent. Similarly, it the reader is presented with a badge that has been programmed to Toggle between those states the reader controller will be forced to HOST mode of operation.

o Temporary override – the unit will respond to the next periodic or scheduled event. (i.e., the beginning or end of an automatic unlock or badge unlock shift) and will resume its programmed behavior at that time.

o Permanent override – the unit will ignore periodic or scheduled events. It will remain in its setting indefinitely until explicitly CLEARed.

HOST – all operations will be fully controlled from the computer.

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DISABLE – this door will be ignored completely by the computer. The door will operate completely in standalone mode and there will be no communication with the computer.

STANDALONE – the computer will communicate with the door at startup time and anytime the programming (permissions or other control setting) are changed. Otherwise the door will be operating in standalone mode. Decisions about whether to accept a badgeid will be made locally by the controller using the database stored in the controller.

NOTE: THE FOLLOWING FEATURES ARE NOT AVAILABLE WHEN OPERATING IN STANDALONE OR LOCAL MODE

o RC-01 and earlier reader controllers ignore Holiday shifts o Special Badges with the TTL1 or TTL2 operation tag will not cause

the TTL lines to activate o Anti Passback is not enforced o Extended latch intervals for individuals are not used o Dual Authentication is not available o In Standalone Mode, count limits are not updated until the records

are processed by the host. If badges are used in excess of the limit before the records are processed, the count limit may be exceeded.

o The Count Limit Interval is not used. o The Relatch on Open and Relatch on Close features are not

operational o External Keypads (controller model KTP-Keypad) may be

associated with controllers that are operating in LOCAL mode. ISONAS integrated keypads on RC-01 and later readers do work properly, and devices connected to the controller built in serial interface operate properly.

o IO Profiles are ignored. (Output points will not be directly activated by badges being accepted. However, script actions as a result of badge accepts or rejects WILL be executed, including setting of output points if configured.

o Extended Open Alarm is not available for older model readers. For RC-02, it is operational.

o With reader controller models earlier than RC-02, Unauthorized Open and Tamper alarms are not reported to the host computer.

In addition, for RC-01 and earlier models,

If an older model (PRC-001 or PRC-001B) reader controller is programmed to have an “UNLOCKED (Automatic” or an “UNLOCKED (Badge)” shift and the unit falls into STANDALONE mode, the door will relock.

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The direction of the door may optionally be set to the 4 values which have the following meanings:

Unspecified – the direction of the door is not defined as inbound or outbound. A person passing through this door will not cause any change to their “on site” status setting

IN – the door is an inbound door. People who pass through it will be marked as “on site” and if Anti-passback is enabled, the person will be refused entrance to other IN doors.

OUT – the door is an outbound door. People who pass through it will be marked as “off site”. If Anti-passback is enabled the person will be cleared for entry to IN doors.

INOUT – the door is used for both entrance and exit. The status of a person who uses this door will be “toggled” between “on site” and “off site”. If Anti-passback is enabled and the person is IN at a specific door, the person will be refused entrance to IN doors or to any other INOUT door except the one that they entered by. At that door, the person will be “toggled” out if they present their badge.

The Permanent Manual Override checkbox shows whether or not the reader controller is in a “permanent” manual override state (typically in either an UNLOCKED or a LOCKDOWN condition). This occurs when a command is sent (from either the Monitor program or through the TCP/IP or IADI Interfaces) to UNLOCK or LOCKDOWN a reader controller, with a “permanent” tag on the command. This will typically only be done in an emergency situation where it is desired to override and suspend the normal programmed behavior of the system. If the Manual Override flag is set, the system will operate the reader controller in HOST mode and will ignore further changes to the reader that would be caused by the beginning or ending of shifts used for Automatic or Badge Unlock permissions, or for Scheduled Events. “Permanent” Manual Override is intended to allow users to correctly manage the behavior of the system during emergencies such as fires or security emergencies when the desired operation of the system may require that some reader

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controllers be unlocked and others be locked down and those conditions must remain in effect until explicitly cleared by an authorized user. Some additional comments on Serial_1 and KTP-Keypad model controllers:

If you choose model KTP-Keypad or Serial_1 the controller is a serial device which is used in conjunction with another standard ISONAS controller . In this case. a slightly different screen will appear. The associated controller field is used to select the standard controller that is used with this serial device.. It is required that serial device be on a COM port connection and Supervisor by themselves. That is, it must be the only controller defined on that connection and the connection must be the only one on the logical Supervisor. Badge Ids entered in via the keypad or scanned at the serial reader will appear to have been presented to the associated controller, and will either be admitted or rejected based on the defined permissions for the associated controller. No permissions may be defined for a model KTP-Keypad or a Serial_1 controller.

You may also get into these same screens by starting with the DOORS menu option from the main screen.

The Doors menu will display a list of the currently defined DOORS and DOOR GROUPS as shown below.

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By using the Insert, Change and Delete buttons under the Door Groups display you can create or modify the list of names of Door Groups in the system. By using the arrow buttons between the two list (with appropriate values selected in the lists) you can add or remove individual doors from door groups. When you Insert a Door Group, you will see this screen:

You may give the group any Name you wish (must be unique) using up to 20 case sensitive alpha, numeric or special characters. If you check “Tracking Zone” the system will treat the door group as a Roster tracking zone and will keep track of people who are “IN” or “OUT” of the zone as they enter or exit through doors that are marked as IN or OUT (or Toggle IN/OUT).

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If the Door Group is marked as a tracking zone, you may optionally enable the Antipassback feature for that zone. A person will not be permitted to reenter an zone marked as Antipassback without first exiting it. If a zone is marked as Antipassback, the enforcement of the reentry prohibition can be set to expire after a specified time. E.g., setting it to 48:00:00 would cause the antipassback enforcement to expire after 48 hours. A door may be defined to be a member of as many different door groups as you wish. The Door Groups are used in the Permissions screen to define which doors a group of people has permission to open.

The Sort button will sort the doors in each group alphabetically.

Network Status

The Network screen shows the current status of communications programs for each defined Supervisor, and allows you to start and stop those communications programs. A red X indicates that the communication program is not running

While a blue checkmark shows that it is running

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If you select one of the running Supervisors, you will see additional information as displayed below:

The Communication Supervisor Status box shows the most recent status for the selected Supervisor, including the number of active controllers, the most recent communications interval, the error count, and the next periodic and scheduled

events if any. Every time you press the button with the question mark the communications program status is updated. This is an easy way to confirm whether or not the communications program is successfully communicating with the programmed number of controllers defined in the database. The Trace setting controls diagnostic output from the CSUP Controller Supervisor Program. It can quickly generate a very large log file. It is typically used under the direction of ISONAS Technical Support staff when diagnosing problems.

Suppressing Alarms for Doors

You can program the system to suppress alarms for selected doors or door groups during selected shifts. Here is the screen that is used for this function.

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Choose a door or door group from the left most list and a shift name from the shift list and press Insert to add the record to the suppress alarms table.

Programming Reader Controller Behavior for Multiple Units

The Doors menu also provides access to Program Multiple Doors.

Here is the screen that is used to program multiple doors at once:

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The Global Settings tab allows you to set the following parameters, which will apply to all of the reader controllers in the entire system:

Communication Retry Count – this is the number of times a message will be resent to a reader controller if it is not acknowledged. After the count is exceeded, the system will signal a Controller Error alarm. The system will then initiate recovery logic to try to reestablish communications with the unit. If the recovery is successful, the system will automatically clear the alarm.

Throttle – for newer ISONAS reader controllers (RC-01 and later) this will normally be zero. For older models, it could be used to “slow down” the transmission of compilation records to the reader controllers. If the reader controllers were very busy receiving database updates they would be slow to respond to presentation of credentials by users.

Comm Wait – the system will wait at least this long between sending commands to a specific reader. Again, older models would sometimes fail to process commands if they were sent too soon after the previous command. Does not apply to newer models.

Response Wait – this is how long the system will wait for a response from a reader controller.

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Heart Beat – the system sends heartbeat messages at this frequency. If you are running a unit in HOST mode it is important that this heart beat be shorter than the network timeout value for the unit. In Host mode, the heartbeat will “flash” the LED(s) on the front of the reader controller. In Local mode operation the heartbeat is sent but does not cause the LEDs to flash.

Count limited interval – if you are using credentials that are good for a fixed number of uses, this value will prevent the count from being decremented if a credential is presented before the interval has expired. This prevents a badge from being “double counted” if the user were to hold it up to the reader controller for a long time. You could also set the value high and allow a user to enter multiple times during a day and only use up one of the authorized uses. Available only for reader controllers operating in HOST mode.

Log Open/Closed – if this is set then the history log will include the times at which doors are physically opened and closed.

Suppress Redundant REX/AUX – If a reader controller is in an UNLOCKED or UNLOCKED LOCAL state it will continue to report events caused by REX or AUX inputs. If the Suppress Redundant REX/AUX checkbox is checked these events will not be reported in the History and Current History tables.

Default Door – If a default door is defined the system will use it as a model when a new Client mode RC-03 reader first connects to the Controller Supervisor. The system will automatically copy the default door configuration to the new reader. It will also:

o Put the new door into any Door Groups to which the default unit belongs

o Create equivalent individual door premissions o Create equivalent special badges

Note: It does NOT create Scripts even if there are some scripts that deal with the default door.

IPBridgeKPSiteCode – If there are keypad readers connected to an IPBridge this value must be set to a site code value that is different from the site code being used by any HID readers attached to this system. This allows the microcode in the IPBridge unit to properly differentiate the data coming in from the keypad from data coming from a proximity badge reader. The default value is 1 and would only need to be changed if that conflicts with the HID site code.

There are three fields associated with the recovery of readers that have been “dropped” by the system because they can not be reached or are not responding

o Recovery Interval – this is the amount of time the system will wait between recovery cycles. At each recovery cycle, the system will attempt to recover each dropped reader controller. The recovery interval keeps the system from being continuously attempting to recover units which may be unavailable for an extended time.

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o Connection timeout – the system attempts to open a TCP/IP connection to each reader controller. This is the timeout value for that connection attempt.

o Number of Parallel Processes – this is the maximum number of recovery processes that will be simultaneously used. For small systems this is not an important parameter. It is intended to prevent a large system from being overwhelmed by a massive recovery. E.g., consider a system with 1000 reader controllers. If a network problem were to interrupt service and all 1000 were dropped, the system would be made too busy if 1000 recovery processes were initiated.

The Set Mode tab will display the screen shown below:

This will allow you to set the operational mode for the selected doors as shown in the lower half of the screen. These operational modes were defined earlier in this manual under the door definition description. The lower portion of the screen shows which doors will be affected by the settings. The green checkmark beside the door name indicates that the door is to be included in the settings when the Apply button is pushed. You may double click on the checkmark to change it to a red x, indicating that the door is not included. You may also use the Include or Exclude All buttons to establish the include list, and on the DoorGroups tab you will find additional controls to manipulate the inclusion or exclusion of doors by door group.

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The Set Like button will set the values of all Host, Local and Serial Port configurations from the currently selected door in the list. This allows you to then use those values to set the selected doors to be the same as the “example” door. Here is the Host Mode screen.

The meanings of the settings on this screen were explained earlier in this document under the door definition section. The Local Mode tab will display the following screen:

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The meanings of the settings on this screen were explained earlier in this document under the door definition section. The Keypad/Serial Port tab will display this screen.

The meanings of the settings on this screen were explained earlier in this document under the door definition section.

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The HID Mask tab will display the following screen:

The selected bitmask setting is sent to the reader controllers each time the Controller Supervisor program (CSUP) is started. Pressing the test button (after selecting a reader controller) allows you to present cards to the selected reader controller and see the resultant card number with the different bitmask settings, including a custom bitmask which you may define.

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The Advanced tab allows you to set parameters for the Advanced I/O features available on RC-03 reader controllers. The meanings of these settings are explained in the earlier secition of this document describing the programming of individual doors.

Starting and Stopping Communication Programs

The administrative program can stop the execution of CSUP programs anywhere in the network and can start the execution of CSUP programs on the computer or server where the administrative program itself is running. If an administrative program is running on a different computer from where the CSUP programs are running, it may be desirable to disable the administrative program’s ability to start and stop CSUP programs. This can be done by adding a command line parameter /NOCSUP To the shortcut that is used to start the administrative program.

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If this has been done and the user attempts to start or stop CSUP programs they will see the following message:

If the command line parameter has not been added, then the facilities described below will start and stop the CSUP programs. If you select the “Controller Network” at the top of the screen, you will have access to a Start All and a Stop All button.

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These buttons will start or stop all of the Controller Supervisors. If you highlight a Supervisor for which there is not a currently running communication program you will be given the opportunity to start the communication program for that Supervisor on the local computer.

Note: For older serial-base reader-controllers, it is only correct to start communications programs for Supervisors that have defined Comm Port type connections on the computer where the door controllers are physically attached to the Comm Ports. If you start the communication program on a different computer it will be unable to communicate with the doors because they are attached to a Comm Port on a different computer. Controller Supervisors with only TCP/IP connections may be run on any computer within the network. The communications program can be started as a Windows Service program or as a console application by configuring the Supervisor definition as explained earlier.

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If a CSUP has been defined to run as a windows service it will show in the windows services manager as illustrated below:

A communications program running as a Windows Service has the advantage of running as a background application within Windows and will remain running even though a user is not logged into the Windows workstation/server. When first installing an ISONAS access control system it is recommended that you run the communication programs as a Windows Console Application, NOT as a Windows Service. This will simplify some of the diagnostic steps that may be required during initial installation and setup. The controller supervisor (CSUP) screen is shown below:

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This application can be maximized/minimized from view as any other Windows application and will remain active and functional even when a user is logged into Windows but has “locked” the computer. However, if the user logs out of Windows with the communications program running as a console application, the communications program will be stopped by Windows and the associated reader controllers revert to standalone mode operations. If you highlight a Supervisor for which the Communications Supervisor program is already running, you will be given the opportunity to stop it as illustrated below.

In the example above, the communications program was not configured to run as a windows service. If it had been, the screen would indicate it with a YES beside the Windows Service line. Note that if you stop a program that has been installed as a windows service you do not remove it as a service, and it will restart when the computer is rebooted unless you have changed the automatic start setting within the windows services manager.

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As a convenience, the ISONAS administration program will also remove communications programs that have been installed as services, BUT ONLY ON THE COMPUTER WHERE THE SERVICE IS INSTALLED. The removal of services can NOT be done over the network to another physical computer. To remove an installed service, simply uncheck the “run as service” checkbox in the Supervisor definition screen to display the following screen. If you select “Yes” the program will attempt to remove the service and will provide feedback on the success or failure of the removal operation.

Application Menu –Passwords and Options

Here is where you can change the passwords and options. If you are logged on as a User, here is the screen you will see:

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Allow Compile without running Controller Supervisor – this option will allow you to do either a full or an incremental compile of permissions without having any running CSUP.exe programs. The compile process updates the data that is sent to the controllers for possible standalone operation. If there are no running CSUP.exe programs, these data will not reach the controllers. If this option is not set, the system prevents the compile step by disabling the buttons on the Permissions screen.

Export On Compile – this option will cause the system to automatically export three database tables to CSV (Comma Separated Values) files whenever a compile is done. The three tables are Network (definition of controller network), people (definition of people and assigned badgeids) and access (definition of which badgeids are authorized for which controllers during what time intervals)

Skip Send on Compile – this option tells the system to NOT send stand alone records to the controllers, regardless of whether or not controller supervisor program(s) are running.

Compile trace creates a debugging output in the compile log

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If you are logged on as the administrator you will have access to the Administrative tab on this screen. The administrative tab provides access to the administrative and monitor passwords. The system ships with the following default values: Administrative password - apassword Operations Level 0 - opassword Operations Level 1 - opassword1 Operations Level 2 - opassword2 Operations Level 3 - opassword3 Monitor - mpassword The Audit button on the Administrative tab gives you access to the following screen:

This audit screen shows all updates (Insert, Change or Delete actions) for the critical files that define access rights. These files are:

BADGES – which defines badge id and pin code values.

IDFILE – which defines people

GROUPS – which define the people who are members of groups

RIGHTS – which define the doors or doorgroups that groups of people have rights to during selected shifts

SPBADGES – which define special badges which may have access rights to selected doors.

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Whenever these files are modified, audit records are created. The audit record includes the User Name that was used to log on to the system. The tabs at the top of the screen allow you to select sort orders in which to view the records. At the bottom of the screen you will see the record count of the audit records and a button which will allow you to delete obsolete information which is no longer needed. If you have the Advanced Security Option enabled, you will have access to the Users tab. This allows you to define user names, areas, authority levels, and assign or reassign passwords.

AREA There is always an area called COMMON. With administrative authority you can use the Network/View Area screen shown below to define any number of additional areas with any names you choose. Applies To The authority level values define the scope of authority that applies to the username. The Applies To shows whether the password is valid for the Administrative program, the Monitor program, or both. Here is the screen that is used to define or modify the usernames.

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Every door, shift, holiday, group, person and UserID is associated with an area. There are different levels of authority and control provided to the UserId depending on the Area and Authority Level assigned. Authority Level The authority level values define the scope of authority that applies to the username. Within the Administrative program, here are the meanings of the different levels Scope Level Capabilities/Limitations

Administrator na Full control of everything including defining UserIds and Passwords

COMMON 3 Full control of everything except the administrative and monitor passwords.

COMMON 2 Can do everything except defining UserIds and Passwords

COMMON 1 Can only define people, assign them badges and put them in groups. Can do these things for all areas. Can not define Shifts, Holdiays, IOGroups or Permissions. Can not define network

AREA 3 Can define Groups, Shifts and Holidays for the AREA and can define permissions using those Groups and Shifts for doors that are defined as part of the AREA or doors that are defined as part of the special COMMON area. Can define and use IO Groups for the AREA.

AREA 2 Can define Groups, Shifts and Holidays for the AREA and can define permissions using those Groups and Shifts for doors that are defined as part of the AREA. Can NOT define permissions for COMMON area doors but can add or delete people from Groups that are associated with the named area which may have permissions for COMMON doors. No

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access to IO Groups.

AREA 1 Can only define people and badges and put them in groups which are associated with the given area.

Within the Monitor program, if a user is logged on to an area they will only have the ability to see doors that are within that area or within the COMMON area. They will have the ability to do an Operations Admit to those doors only. They will have the ability to UNLOCK, LOCKDOWN or reset to NORMAL only doors within their own area.

This construct implements a “Property Management” model for access control. To understand this model, consider a building with many tenants. There are COMMON areas such as main entrances and exits, garages and perhaps additional common areas such as shared conference rooms or lounges. Then there are “private” areas that are totally controlled by a single tenant. The Landlord needs to define and administer some aspects of the overall system but would prefer to delegate to individual tenants the “full” control of their own space. The tenants need to have some limited ability to deal with the common area, for example when they add or terminate an employee, that person has to be granted or refused access to the COMMON areas. Applies To The Applies To shows whether the password is valid for the Administrative program, the Monitor program, or both. Here is the screen that is used to define or modify the usernames.

Application Menu – Start Crystal Access Monitor

This menu choice allows you to start the Monitor program from within the Administrative Program. It will come up with Operations enabled at Level 3, the highest level.

Application Menu – Support/License

This menu choice will redisplay the license and support screen which was described earlier.

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Network Menu – View Network

This choice redisplays the network view.

Network Menu – View Areas

This choice will display a list of the defined areas.

The COMMON area is always defined and may not be changed or deleted. The Insert/Change/Delete buttons may be used to modify the list of defined areas.

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Network Menu – Virtual Reader

This choice redisplays the screen that will let you configure and run a Virtual Reader program. Note that the configuration is dependent on the current IP address of your computer. If that changes, you must delete and redefine the virtual reader to use the new IP address before you can successfully run the program.

Calendar Menu – Holidays

Choosing the Holiday item from the Calendar menu will display the currently defined Holidays.

Holidays are defined by an arbitrary name and a date. Each Holiday is also associated with an Area, and holidays that are associated with the COMMON area can optionally be defined to also apply to All Areas.

Calendar Menu – Shifts

Choosing the Shifts item from the Calendar menu will display the currently defined shifts. Shifts have assigned names (up to 20 characters) and are associated with a defined area. Each shift is defined to be valid on any or all of the days of the week, to be valid on either normal days or holidays or both, and to have a defined time interval on each day for which it is valid.

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The grayed out slots show days which are excluded from the shift. The times show the valid time intervals for the respective days. Pressing Insert or Change will bring up the following display used to define the shift.

This is a shift called Regular which is defined for the 5 days Monday thru Friday from 7:30 AM to 4:30PM. The shift is further defined to be valid only on Normal days (non Holidays). The other choices allow you to define a shift to be valid only on Holidays or on Both Normal and Holiday days.

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Note: Defining a shift with zero or blank starting time and zero or blank ending time results in defining the full 24 hours of the selected day.

IOModules Menu

I/O Supervisors Tab

This menu choice will display the following screen:

The I/O Supervisors tab allows you to define one or more I/O Supervisors which are the programs that communicate with IOModules. Here is the definition screen that comes up when you press Insert:

The name must be unique and may be up to 20 characters long. The ID must also be unique and is a two character alphanumeric field. The port is the tcp/ip

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port that the IOSup.exe program will use to communicate to the administrative program and INRServ program. It can be any port that is not already being used by another program. The checkbox allows you to run the IOSupervisor as a windows service, which is recommended once the system configuration is stabilized. The Host Name and IP Address fields show where the IOSupervisor program is running (or most recently ran).

Defining an IO Module

Here is the screen that you use to deifine an IO Module:

The name must be unique, up to 20 characters long. The connection is the IP address of the IO module, which must be a unit that support the modbus communication protocol with a TCP/IP connection. The standard modbus port is 502. There are some units where this can be reset to a port of your choice. The Unit will normally be 1 but can be reset on some units. There are also modbus units where a base unit is connected via TCP/IP and expansion units are then plugged into the base. They are assigned different unit numbers but the same IP address. The ISONAS system requires that the lowest unit number be the one that is managing the TCP/IP connection. You should configure the number of input and output points and set the addresses. You will need to refer to the manufacturer’s literature to correctly set these values.

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For input points, it is necessary for the system to “poll” the IOModule to get the current values of the input points. You may specify the polling frequency by specifying the number of 1/100th seconds between polling cycles. The system is not guaranteed to poll exactly on the cycle you specify, and may not poll as fast as you specify. The Output point tab displays the following screen:

For output points you may also specify a Throttle value, to slow the system down. This is provided because with a fast computer it is possible to send data faster than some IOModules are capable of accepting and processing the data. If IOPoints show erratic behavior (sometimes processing correctly, sometimes missing or skipping changes to points, especially higher numbered points) this may be the problem. It can be corrected by setting the Throttle, which will pause for the specified number of milliseconds (approximately) between each transmission to the IOModule. The model field allows you to select one of the supported models which have the “latching” feature for input points. Unfortunately the latching feature is not covered by the modbus standard command set and each manufacturer who supports the latching feature implements it in a unique way. This requires that the ISONAS code accommodate the different methods, and the currently supported models are shown in the list. There is a “Change” button on both the Input Point tab and the Output Point Tab. Here is the Input Change screen, which you may use to further configure each Input point:

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You can give each Input point a name and configure the ISONAS system to log changes (to the system history file) where they will be displayed and reported. You can also cause input points to create alarm conditions. The screen also provides a checkbox to indicate that the input point is a “latching” type of input. (Once set, a latching point will retain its setting until specifically reset). This assures that temporary input conditions can not be lost by having the value change before it can be read by the system. (For example, consider a large system where the inputs are polled once every 5 seconds. An input indicating a door was opened could be missed if the door was closed again before the 5 second poll occurred. Latching would prevent this loss.) Not all Modbus compatible TCP/IP I/O Units have latching capability for their input points. Currently supported units with latching capability include: Adam 6xxx (set the Model field to ADAM) You may disable an input point using the checkbox provided. This is convenient if a point is behaving erratically and creating unwanted alarm or log events. Points may also be disarmed. If points are either disabled or disarmed they are ignored by the system. The Script processor (explained later) includes commands to both enable/disable and arm/disarm points. The disable capability is designed to handle points that may be behaving badly, to take them out of the system until they are repaired. The arm/disarm capability is provided to make it easy to change the behavior of input or output points based on SHIFTs, as

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explained in the Script and TCP/IP processing document. (The SCRIPT processor includes commands that can enable/disable and arm/disarm points.) The Type button is optional and allows you to specify a type for the point. Here is the type selection screen with the type definition screen superimposed on it:

A “Type” has the following settable fields

Type – this is a one byte number (range 1-255). If you choose to you can treat this as a “priority”

Name – up to 20 characters

Normal State – can be defined as on, off or unspecified

Recheck Count – specifies how many consistent sequential input readings of a given point must be received before the system will accept a change of state. (Used to prevent a “noisy” input circuit from creating false alarms). NOTE: When a change is reported, the system will “immediately” reread the input point as many times as required to accept the change (or discard it if the change is not consistent). For example, if the polling interval is set to 2500 (25 seconds between poll events) and the Recheck Count is set to 3. When a change is initially reported, the system will reread the input point three times (typically within a second or two) and if the change is consistent it will be accepted. It will NOT require 3 x 25 seconds to poll and accept the change. The wait between each read is set to the lesser of .5 second or the specified polling interval, but there is no guarantee that the system will be able to reread the input points that quickly.

Authority Level – monitor authority level required to enable or disable the point

ON Suffix – text string used to define the “on” condition

OFF Suffix – text string used to define the “off” condition The change screen for the Output points is shown below.

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The settings here are analogous to those for Input points.

I/O Groups Tab

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An I/O Group is defined to collect together a number of different I/O Modules to be associated with a door or doors and/or to have an IOProfile. Selecting the I/O Group label at the top of the tree structure and pressing Insert allows you to define a new group. The name must be unique and may be up to 20 characters long.

Once the I/O Group has been defined, selecting it in the tree structure and again pressing Insert will allow you to add the names of I/O Modules to the I/O Group.

You may add an arbitrary number of I/O Modules to any I/O Group, and a given I/O Module may be a member of many different I/O Groups.

I/O Profiles

Once an I/O Group has been defined, if you select the group or one of its members you will have access to the I/O Profile screen. The I/O Profile will define which output points are to be activated in a given I/O Module. Use the Insert button to create a new profile name:

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You may either type in a name or select one of the existing profiles. With the profile selected, the right hand side of the screen will then have a list of the output points for the selected I/O Module. Double click on any of the output points to toggle its state between the following settings:

You may also specify the reset value and priority associated with each point. Reset Values have the following meanings:

If the reset value is left at zero, the point will not automatically reset.

If the reset value is greater than zero (range 1 – 254), it specifies the number of seconds after which the point will automatically reset. (When a point resets, it takes the opposite value to which it was set… a point which was turned on will turn off and a point which was turned off will turn on.)

The reset value 255 is reserved and has special meaning. If the IOProfile is used in an Output Business Rule (explained below), a 255 reset value specifies that the point will reset at the end of the Output Business Rule specified shift. If the IOProfile is used in a permission for a door, the value 255 specifies that the point does not reset at all and will prevent any IOProfiles with lower priority from changing that point.

Priority Values are used to determine which IOProfile should control the setting of an output point that has been set and has a pending reset (the reset has not yet occurred) or has been set with the reset value of 255. If a point is in that condition and a new profile attempts to set the point, the new profile will be

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accepted if it has equal or higher priority value. It will be rejected if it is lower priority.

Output Business Rules are defined on the following screen:

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The Business Rules define IOProfiles and associated Shifts. At the beginning of the shift the IOProfile is invoked and all points on all IOModules defined for the profile are set as the profile specifies. At the end of the shift, any points that were defined with a reset value of 255 will be reset.

Doors Menu - Doors

This menu choice will display a list of the currently defined doors. The Insert/Change/Delete buttons may be used to modify the doors.

The tree structure on the left shows the defined door groups and the display can be expanded to show the members of each group. The list in the middle of the screen shows either all of the doors or the members of the currently selected door group. The list on the right of the screen shows the door groups to which the currently selected door belongs. The buttons allow you to add and remove doors from door groups. The sort button will sort the doors alphabetically by door name, and the Repair button will allow a view of the door connectivity. The Repair button is used by Isonas support to correct connectivity issues which occasionally occur in systems.

Doors Menu – Floor/Site Plans

This choice will display a list of the currently defined floor and site plans.

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The insert button will allow you to select an image file and name it. You may also use drag/drop to position the defined doors and IO Points on the site or floorplan. These plans may be selected for display within the monitor program and the monitor program will display activity at the door locations and the Plan Monitor view will allow you to select the doors by clicking on the plan to manipulate (open, lockdown,…) the doors and will display the status of IOPoints.

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Doors Menu –Review Programming

This choice allows you to review the Host and Local programming settings that have been most recently sent to the reader controllers.

The tabs display the following types of information:

Basic Info – assigned name, connectivity and the systems defined UniqueID assigned to the reader controller

LOCAL TimeZones – the timezones defined and sent to the reader controller for Local or Standalone operation. These timezones are derived from the shifts and permissions that have been defined.

LOCAL Badge Database – this is the complete list of all badges/pin codes that has been sent to the reader controllers for Local or Standalone operation. The list also shows for which timezones a badge or pin is valid.

SP Badges – badges with special properties compiled from the Special Badges table.

Periodic Events – if recurring events have been defined as part of the permissions, they will be displayed here. This will include start and stop times for automatic unlock and badge unlock shifts for each day of the week.

Host Access – this table shows the badges/pins that are in the host access database. There is an A and a B tab. Each time a full compile is done the compile process creates the new data in one or the other of these tables and then switches which one is being use by the system.

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Resend – this table shows records from the most recent compile that could not be successfully sent to reader controllers. The records are held until deleted/replaced or until the reader controller becomes available to receive them.

Compile Queue – this table shows any compile actions that have been queued for execution but have not yet been done.

The Filter by settings allow you to restrict the information to show only records that pertain to the selected door and/or person.

Doors Menu –Door Images

This screen will allow you to select images to be associated with doors. These images will be displayed by the monitor program whenever an event occurs at a door but there is not an associated badge and person with the event.

People Menu – People/Badges

The People/Badges choice under the People menu configures the Toolbar’s People Button to access the People/Badges window, and brings up the following screen. The tabs at the top of the People listing allow you to view the list sorted by LastName, ID or Badge Id.

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The ~Individual Permissions tab at the top right shows the doors and shifts for which this individual has been given individual permissions. The Group Name box at the bottom right shows the group(s) to which this person is assigned, and the person will have rights to other doors/shifts as defined for the group permissions (this is explained later in the document).

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As shown above, the system is displaying a person’s image. You may define up to 9 different images or pictures associated with a person. These are associated with the Index field shown on the screen, which can be set from 1-9. The access control software monitor program displays the index 1 image when the person’s badge is presented at a controller. The associated badge printing software will allow all of the images to be printed on badges. The delete/select image buttons allow you to delete the image or select a new one from the image directory. If you are using images, they must all be collected together into a single directory which must then be selected as the image directory using the directory selection mechanism under the Files/Reports menu item. You can set the image directory from both the Administrative program and from the Monitor program using a similar technique. The list on the bottom left shows the badge(s) that are assigned to the person. The List on the bottom right shows the groups to which the person belongs. You may use the insert and delete buttons under this list to modify the group membership for the selected person. The Insert/Change/Delete buttons under the list of people allow you to manage the entries in the list.

The tabs at the top of the screen have the following functions:

Name and ID sort the window’s top display in the indicated order. Note that the ID field is a 15 character text field and will sort using text rules, not numeric values.

Badge ID displays BadgeId values in numerical order in the bottom display area. When a badge is selected in the bottom display area, the associated person is displayed in the top display area

GUID displays GUID values in sorted order in the bottom display area. When a GUID is selected in the bottom display area, the associated person is displayed in the top display area.

Badge Expiration shows badges in the bottom screen, sorted by expiration date (if any). If you have not defined any expiration dates for badges the screen will be empty.

Expired Badges – this will show badges in the bottom screen that are expired, either because they are past the defined expiration date or they were defined to be count limited and the number of remaining uses has gone to zero. On this tab there is a Delete All button which can be conveniently used to delete all expired badges from the system.

No Remaining Uses – this will show only badges that are defined to be count limited and which have no more remaining uses available.

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The Update Permissions button on the lower right of the screen will do a “Partial Compile” for this person, putting their defined permissions into force. If the Queue checkbox is checked the system will queue the compile to be started when the compile process is not already busy. If the Queue check is not set, the system will attempt to start the compilation interactively.

The Review Permissions button can either review the permissions for the selected individual or can review all permissions looking for redundancies and overlapped permissions. Here is the Review for a selected individual:

This shows the doors and shifts for which the person is authorized. It also shows the door group from which the permission is derived if applicable. The column on the left shows redundant permissions and possible overlapping permissions. As is explained in an appendix, these do not cause any errors in the system but they do introduce overhead in the compile process and can increase the complexity of the permission scheme making it difficult for people to understand and administer. The Review for all people will produce the following screen:

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Using the Total button calculates the Redundant and Overlapping shifts for the entire database of people and shows the results for each individual. See the appendix for a further discussion of the significance of these numbers. Here is the screen that is displayed when you Add or Change a record.

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The fields are as follows:

First Name – optional Persons First Name

MI – optional Persons Middle Initial

Last Name – Persons Last Name – required.

Area – the area with which this person is associated.

Unique ID – 15 character alpha numeric – – required and must be unique. The Auto UniqueID button will generate a unique value for this field.

SSN – optional social security number

Latch Interval – may be marked to use the default value or a special value. The latch interval is how long the door controller will remain unlatched after an authorized badge is presented to the controller. The usual default is 3 to 5 seconds. If a person requires additional time (because of a handicap, for example) the value may be set in seconds. (Valid only for doors operating in HOST mode).

Default Image – optional default image file – If this is set to one of the image format types (.jpg, .gif or .bmp) the system will assume that there is an image file for this person with the UniqueID of the person as the file name and the selected image file type as the file type. (e.g., auto_14.jpg, auto_14.gif or auto_14.bmp in the example above).

The User Defined fields are optional. The Names of the fields can be set for a given installation to any desired character strings using a menu described later in this document.

The list box displays the badge(s) currently assigned to the person. The Insert/Change/Delete buttons under the badge list allow you to manage this list.

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Here is the screen that displays when you Add/Change one of the assigned BadgeId values.

The badge id is the number which will be read when the badge is presented to a reader other than an RC-03 or IPBridge.

The GUID is the value which will be read by an RC-03 or IPBridge.

Badge Expires – Check the Expires box if you want to assign an expiration date.

Active Directory – this is a flag that shows whether or not the credential was imported from the Active Directory. You should not normally make any changes to this setting.

Count Limited – Check the Count Limited box if you want the badge to be valid for only a limited number of uses. If so, set the Remaining Uses field to the number of permitted uses. NOTE: On the Program Doors Screen there is a field that lets you set a time interval for the Use Count. If the badge is used multiple times within the specified interval, it only counts as one use. This allows you to set a tolerance to prevent counting multiple uses if a person presents the badge by accident multiple times at a door. By setting the time interval to 24 hours, you can allow the badge to be used many times during a single day and only count as one use.

Badge/PIN – this field defines the sources from which the badge should be accepted.

o Badge – accept the badge number only when read from a proximity reader controller or via a Wiegand device connected to the PowerNet by a WIM (Wiegand Interface module).

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o PIN – accept the badge number only when entered as a PIN (Personal Identification Number) from a keypad or other serial device.

o External – accept the badge from an external device connected directly to the ISONAS reader through an RS-232 port.

These fields allow you to directly enter a badgeid and add it to the list of assigned badges without using the insert button. By selecting a reader-controller from the dropdown list, and clicking on the Read From button, the system will populate the badgeID field with the last credential that was presented to that reader-controller. This is intended for use when an enrollment reader is used to assign badges without having to type them in. The Auto PIN button is available if you are defining a PIN code and have the screen set for Keypad only as shown above. This button will automatically generate a unique PIN code with the specified number of digits (default 4). You may set the number of digits to be in the range 1-9. If the HID checkbox is checked, additional fields are shown:

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HID Badges – ISONAS readers deal with HID badges in two modes.

HIDEnabled In this mode the ISONAS reader uses all of the data it can read from the card and creates a unique 32 bit number which is the card/badge number that is used by the ISONAS system. This number is always different from the HID “card number” because it includes information from the HID site/facility code.

AdvancedHIDEnabled In this mode, the ISONAS reader uses a bit mask to select up to 32 bits from the card information. You can set the bitmask to pick off just the HID Card number if you want to (making the ISONAS card number match the HID Card number) or you can include the HID Card number in the selected bitmask. In this case the ISONAS card number will differ from the HID Card number by an additive constant. The system enables you to enter the constant once and it will be remembered for future uses.

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HIDEnabled Mode If you enter an HID BadgeID and a HID Conversion Factor the system will calculate how an HID badge will be read by an HID Enabled ISONAS reader/controller which is configured to read HID badges using the Data Mangle algorithm, which used an exclusive OR function to combine all of the bits of data read from the HID card into a single unique 32 bit integer. The HID Conversion Factor can be determined by pressing the button beside the field to bring up the following screen:

This screen requires that you have one example of an HID badge which has been read by an ISONAS controller. If you enter the two badge numbers the system will calculate the required HID Conversion Factor which you may then use to predict the ISONAS Id values for other HID badges which have not yet been read by an ISONAS reader/controller.

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NOTE: At some sites there may be multiple HID Site/Facility codes in use! A third tab provides access to special badge capabilities:

The Change button under the special badge listing brings up the Special Badges screen which is described later in this document.

People Menu – REX and AUX

The system will always have two “special” people defined, ~REX and ~AUX, with special reserved badgeid and GUID values. These reserved credentials are used by the ISONAS reader controllers to report REX (Request for Exit) and AUX (Auxilliary) events when they occur at the reader controller. They are also used to program the readers in network mode to either accept or reject REX and AUX signals for unlocking the reader controller. For reader controllers operating in HOST mode, the ~REX and ~AUX “people” can be assigned to Groups and given permissions just like other defined people. In this way it is possible to define when the REX input will unlock the reader controller and when it will be rejected. In LOCAL mode, REX and AUX can be enabled or disabled but you can not specify any specific shifts or timezones when the behavior will be different.

People Menu – Groups

The Groups choice under the People menu will display the currently defined

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groups.

The Names of groups may be chosen arbitrarily, and the Insert/Change/Delete buttons on the Groups screen may be used to manage the names of the defined groups. Pressing the Members button on the Groups screen will bring up the display as shown below for the group STAFF.

The left list shows all of the People who are members of the STAFF group, while the right list shows all the People who are NOT members of STAFF. The two arrow buttons between the two lists move People from one list to the other.

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The tabs at the bottom of the lists allow you to sort the lists by Name, ID or BadgeID.

People Menu – User Defined Fields

Here is where you may define system-wide labels for the 20 user defined fields that the system carries for each person. The labels may be chosen as any string of up to 20 characters, including blank, special characters, punctuation, etc. The data in the user-defined fields themselves contain up to 50 characters.

Rights Menu – Permissions

Choosing the Permissions option under the Rights Menu configures the Toolbar’s Permission Button to access the Permissions Window, and brings up the

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Permissions Window as shown below:

The screen above is displayed if you are logged on as the administrator. If you are logged using a name/password that is associated with a specific area, the screen will be slightly different and you will not have the Full Compile button but will have an Area Compile button. The major difference is that as the administrator you can do a full compile, which will compile for all areas and people. When logged on to an area, you can only do a compile for that area or for one of the doors or door groups which are a part of that area. In either case, this is where you assign the rights or permissions for given groups of People to unlock selected reader controllers during selected shifts. The list in the middle of the screen shows the currently defined rights. The button at the center bottom of the screen will delete the selected item from the Permissions Table. To insert a new item in the permissions table, choose a Group, a Shift and a Door or a Door Group by highlighting them in the three lists on the left hand side of the screen. Then press the Insert New Permission Button on the right hand side of the screen. If you choose a Door, the permission applies to that door only. If you choose an Door Group, the permission is for all of the doors in the Door Group. There is a checkbox on the screen beside the Doors/DoorGroups tab that will allow you to Include an I/O Profile with the defined permission. The list at the lower left of the screen shows the available I/O Profiles. The selected item in this

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list will be included with the permission if the Included I/O Profile checkbox is checked.

This will create a new entry in the permissions table. The final step is to press one of the two compile buttons on the lower right.

The Interactive/Queue radio buttons select how the compile will be done.

Interactive – the compile is done on the computer where the Administrative program is running and the results are displayed interactively.

Queue – the compile is put into a queue (which may have other compiles already scheduled) and will be done on the computer where the CSUP programs are running. It will be started when it reaches the top of the queue, which may be immediately or may be delayed while other compiles are performed. If you have a large database and are running the administrative program over the network, the Queue compile may be much more efficient than the Interactive compile because it avoids sending the database back and forth over the network.

The Full compile does a complete compile of the database and will erase all authorized badges from the reader controllers and resend the complete list of authorized badges needed for local or standalone operation to the doors. The Incremental compile will do a complete compile of the database but will only send the needed updates (deletion and insertion of badge authorizations) for the local or standalone operation of the door controllers. The Partial compile will only compile and send (Incremental) data for the currently selected door or door group. The Resend does not do a compile but resends the database from the most recent compile to the selected door.

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If you have a large number of People/Doors, a full compile may take a while. The time depends on the speed of the network, the speed of the host computer, the number of doors and personnel in the system, and the number of permissions defined. One instance where a Full Compile or a Resend is required to guarantee correct standalone operation is when you have replaced a controller with a different controller with the same controller address. In this case the system database will show that a number of badgeids have been sent to that controller for stand alone operation, and the new controller will not have received those ids because they were sent before it was placed into service. Partial Compile Limitation A partial compile for a door group or area is equivalent to doing a partial compile for each of the current members of the door group or area. As a result there is a limitation on use of the Partial Compile. If you delete a door from a door group or area and subsequently do a Partial Compile for it, the door or doors that were deleted are not included in the compilation process. If you do a Partial Compile for the door itself it will correctly compile for that door. On the right hand side of the screen there are some additional options available. The Permission Door Mode setting has 4 possible values:

Normal – the door controller is to be in its normal state during the programmed shift. That is, it will admit authorized badges as they are presented.

UNLOCKED Badge – if an authorized badge that has the Unlock feature for this door is presented at any time after the beginning of the shift, the door will UNLOCK and remain unlocked for the rest of the shift. At the end of the shift, the door will relock and revert to Normal mode.

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UNLOCKED – the door will UNLOCK at the beginning of the shift and relock and revert to Normal mode at the end of the shift.

LOCKDOWN – The door will be put in LOCKDOWN mode at the beginning of the shift. It will NOT revert to Normal mode at the end of the shift. (LOCKDOWN is intended as an emergency state and it requires manual intervention by an authorized operator to revert to normal operation.) When the door is in LOCKDOWN, it will refuse entry to all badges except MASTER badges.

The “Permission Applies To” choice on the middle of the right hand side of the screen is an obsolescent setting that allows you to define that the permission should be applied to:

Both Network and Standalone mode

Network only

Standalone only This setting is not needed for Powernet (RC-01 and later) controllers, which can store 64,000 badgeids for standalone operation.. There is a limitation in earlier reader controllers that may require you to define some shifts to be either Host(network) only or Local (standalone) only…. earlier models of controllers held 2048 or 500 badgeids. If you have more People who are authorized for a given door than these numbers, then you can not have all of them loaded into the controller for standalone operation. What you could do under these circumstances is define a permission to authorize all of the People for the door for network operation and then define a subset of those People as another group and authorize that group for the door for standalone operation. Then if the computer or communication system is disrupted the door controllers will revert to standalone operation and the defined subset of People will be able to operate the controller. The “Dual Authorization” box allows you to require the same authorizations described earlier under the Doors menu. Dual Authentication – this specifies that the door will only open if two valid badges are presented within the latch interval. You can specify a number of different conditions:

Any – this specifies that any two different valid badges (or a valid badge and a valid pin code) will open the door.

Same – the two badges/pin codes must be assigned to the same person

Different – the two badges/pin codes must be assigned to two different people.

You can specify some permissions for a given door to require dual authentication and others that do not require dual authentication. This gives you the flexibility to have the dual authentication used only during certain shifts or only for selected people. If you define “overlapping” permissions and give a person concurrent access with both dual authorization and single authorization, the resultant system behavior is indeterminate. The system may enforce either single or dual authorization depending on which “permission” it encounters first in processing the permissions database.

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Note that the dual authorization feature is only enforced in HOST mode of operation. While the system is compiling it displays a series of informative messages. When it reaches the state where it is sending messages to the doors, it displays the following screen which you can also bring up by pressing the NetStat button.

This screen is showing the status of records remaining to be sent to the individual connections. The purple strip over the Atlanta_CSUP lists 36 records remaining to be sent to door controllers on that Supervisor. You may close this screen and reopen it at a later time if you start a “long” compile and want to then do some other work and come back to check on status.

As the text on the screen explains, if records can not be immediately sent to the reader controllers they are added to a “Resend” table for later transmission to the reader controller when it becomes available. If there are records in the Resend list it is an indication that one or more of the reader controllers is not currently communicating successfully with the CSUP.

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Rights Menu – Permission Groups

At the bottom of the Rights menu is a button to access Permission Groups and Schedules:

This button will bring up the following screen:

This screen allows you to define the names of Permission Groups and to put specific permissions into those groups. (Note that a given permission can only be a member of one Permission Group). The Permission Groups can then have date ranges associated with them, defining the date intervals when the particular Permission Groups are valid. In the example above, the ThanksGvg/Christmas group has 3 permissions as members, and is valid during the two date ranges shown, covering Thanksgiving and Christmas of 2009.

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The system will automatically do a compile at midnight on any day when the permissions change because of the specified date ranges of Permission Groups. The main permission screen shows only the permissions that are valid on the date shown at the top of the screen.

Rights Menu – Scheduled Events

A Scheduled Event is an action that will happen on a single day, for specified time period. This screen allows you to review the currently defined scheduled events

Below is the definition screen showing the three types of events you may define for the selected door controller:

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You should be careful to avoid overlapping scheduled events or overlapping scheduled events with shifts defined to be UNLOCKED, UNLOCKED BADGE, or LOCKDOWN because the two event streams will both take place and will change door states erratically.. NOTE: If a LOCKDOWN event is scheduled, the door(s) will go into LOCKDOWN mode at the beginning of the defined event but will NOT revert to normal operation at the defined end of the event. LOCKDOWN is intended primarily for emergency use, and it requires manual intervention by an authorized operator to resume normal operations.

Special Badge Properties

There are a number of special properties that can be set for badges. The Badges screen allows these properties to be set for individual badges, for all of the badges that are assigned to an individual or for all of the badges that are assigned to the members of a specified group. Here is the Badges screen and the screen used to insert a new special capability:

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(Note: a number of these special capabilities require that the reader controller must be a model RC-02 or later, and must be running with microcode version 12.15 or later.) The special capabilities that can be defined have the following significance:

Master Badge – the badge will always be accepted even if the door is in a LOCKDOWN state.

Start Badge Unlock – if a reader controller has been defined to have a Badge Unlock permission during a specified shift, then if the badge is presented and accepted by the reader controller the unit will unlock and remain unlocked for the rest of the defined Badge Unlock shift.

There are two toggle settings:

Lockdown – When the badge is presented and accepted by the reader the unit will be toggled in and out of LOCKDOWN state.

Unlock – When the badge is presented and accepted by the reader the unit will be toggled in and out of UNLOCKED state.

The following special capabilities apply to reader controllers operating in Host Mode.

Clear Alarms – When the badge is presented and accepted by the reader controller any active alarms for that unit will be cleared.

TTL1 – When the badge is presented and accepted by the reader the TTL1 output will be activated for the latch interval.

TTL2 – When the badge is presented and accepted by the reader the TTL2 output will be activated for the latch interval.

The following special capabilities apply to reader controllers operating in Local Mode using the Advanced IO Configuration feature..

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Relay – activate or allow activation of the relay

TTL1 – activate or allow activation of TTL1

TTL2 – activate or allow activation of TTL2

TTL1&2 – activate or allow activation of TTL1 and TTL2 simultaneously. NOTE: Whenever special badge properties are changed it is necessary to do a compile to put the changes into effect.

Files/Reports Menu

There are a large number of reports available under this menu. In all cases you also have the option to output the report data to an ASCII file in comma separated format. The interfaces to the reports are intuitive and self explanatory and will not be documented here. There is also an Image file selection tool under this menu to allow you to specify the directory or folder where all images are located, and there is a log file access mechanism to provide additional information about the system operation.

Scripts Menu

The access control system provides a powerful scripting facility. This facility allows you to define scripts which consist of one or more commands that will be sent to the TCP/IP interface within the INServ program when specific events occur. There are a broad range of commands available including the ability to unlock or lockdown doors and create other events within the system. (Caution: it is possible to create infinite loop conditions with the scripting facility if events trigger other events in such a sequence that the original event is recreated.) Here is the screen that shows the list of defined scripts.

Inserting a new script brings up the following screen:

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You may assign any name you wish to the script. The conditions that you may then specify for the script to run include:

The type of event that must occur for the script to run.

Whether or not to use a Shift to limit when the event will run the script. You can have the event run

o Only during the specified Shift o Only outside the specified Shift

Whether the script can be interactively invoked from the Monitor program, and if so, the authority level required in order to do so.

A door or door group at which the event must occur

You may limit the event to a specific badge, a specific person, a member of a specific group or may allow any occurrence of the event to trigger the script.

If you chose an Input Point event you wil see this screen:

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You may choose to filter by:

Any IO Point

a specific point,

any point in a selected IO Module

any point on any IO Module in an IO Group You may also filter by IO Type

Any Type

any point of a specific Type

any point of a type <= a selected Type

any point of a type >= a selected Type

You may also choose to have the event triggered only on a change from ON to OFF, only on change from OFF to ON, or on any change in IO state. Once you have defined the conditions under which the script is to be run, you may define the script itself.

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This can be done using Notepad or any other text editor to create a file with the correct filename (the name of the script file) with file type txt. The commands that are valid in the script file are defined in the document “Script and TCP/IP Interface Specification for the ISONAS Access Control System”. This document is automatically loaded into the …ISONAS/Documents folder if you have chosen to install the Interfaces. To use the scripting feature, you must run the INRServ (ISONAS Notification and Request Server) program, and within INRServ, you must run the TCP/IP interface and the Script interface.

Monitor And IP Monitor Programs There are two primary views available within the Monitor program Then view menu allows selection of the view to be displayed: System Monitor Plan Monitor Here is the System Monitor display:

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The list at the top left shows the recent activity. Note that if a credential is marked as valid as a PIN code (keypad entry) the display will show *pin* instead of the number. If operations are enabled then the buttons on the top right side of the screen will be available and will have the following effects:

Operations admit at the selected door. The door will unlatch for the latch interval

Opens a lookup screen that allows you to look up a person and request an admit action for the person/badge at a selected door.

Opens a display of the current roster information. This will show the people who have been observed entering inbound doors that are part of a group of doors that are marked as a tracking group.

Depending on the model of the door,its current state and the setting for the Temp/Perm flag this command will put the door (or all of the doors in the selected door group) into a new state:

o For newer models (RC-02 and later) o If the door is operating in Host mode and is in a latched condition

there is no effect on the door if the Temp/Perm flag is set to Temp. If the flag is set to PERM the door is put into Host/Override state, and with the Perm flag set, the door will NOT follow subsequent programmed shift changes in state.

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o If the door is operating in Local mode the door will be put into Host mode, in the expectation that you want to manually override the programmed behavior for the door. If the Perm flag is set, the door will be set to Host Override and will subsequently ignore state changes that are due to scheduled shifts starting/stopping.

For earlier models o If the door is operating in Local mode, the door will be put into Host

Mode with either the Temporary or Permanent override set. If the Permanent override flag is set then the door will ignore future state changes cause by shift star/end.

o If the door is operating in Host mode it will be marked as either Temporary or Permanent Override. If Permanent Override is set the door will ignore state changes resulting from the start or ending of a shift.

The set button will put a door into Host Override mode with either the Temporary or Permanent flag set. If the Permanent flag is set, the door will ignore state changes resulting from the start or ending of a shift.

The clear button will put a door back into its programmed state, either host or local. It will clear the Override condition (either Permanent or Temporary).

The appearance of the third selection (Plan Monitor) will vary depending on what you have chosen to display as Site or Floor plan views. Here is a typical screen:

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You may select either display from the View menu. The system remembers the most recently selected display and will automatically come up with that view the next time the monitor program is started.

Logging on to the Monitor Program

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Here is the logon screen for the monitor program when the software has not been registered. As a convenience, while the software is not registered the system displays the current administrative level passwords as shown above. After the software is registered these are no longer displayed. In addition to using the administrative passwords, you can logon to the monitor using area usernames (if they have been defined within the Administrative Program). When the UserName radio button is selected, the UserName field is shown as displayed above. When you logon with a username, you will only see the doors for that area and the COMMON area, and you will be able to do Operations Admit operations to those doors. You will be able to do UNLOCK, LOCKDOWN and reset to NORMAL only for the doors within the logon area. You will NOT have an All Doors option for these operations. When you log on to an area, the area name will appear along with the software version number in the top banner of the screen. When you log on using an administrative password the top banner will say “All Areas”.

Operational Levels within the Monitor Program

The Monitor program may be run with Operations either disabled or enabled, and if Operations are enabled, they will be enabled at one of 4 different levels of authority. If Operations are disabled, the program displays the status and activity within the access control system, but does not allow any changes to be initiated through the monitor program. If Operations are enabled, the program will permit changes to be made as defined below: With Operations Level 0 and above:

Clearing “In” status from People/badges allowing them to reenter (anti passback override)

Change the status of a given controller if the required door operations level is less than or equal to the currently enabled (logon) authority level

o Normal o LockDown (Ignore all except MASTER badges) o Unlocked If these commands are used to change the status of a controller operating in LOCAL mode, the controller is forced into HOST mode.

Operations Admit - Unlatch a door to permit an entry, if the required door operations level is less than or equal to the currently enabled operations level.

With Operations Level 1 and above:

Clearing Alarm Conditions With Operations Level 2 and above

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Deleting Cleared Alarm records

These operational capabilities are provided based on the authority level at which the operations are enabled. There are 4 authority levels, which are identified as Level 0, Level 1, Level 2 and Level 3, with Level 3 being the highest. To enable operations, you must give a password, and the level of authority which is granted is determined by the password which is used. There are several different ways to enter the password, which are discussed in below:

If you invoke the Monitor from the Administrative module, the highest (Level 3) operations password is automatically provided.

If you invoke the Monitor from the “RUN” command or from a shortcut, you may optionally pass an operations password as a command line parameter.

Within the Monitor program, if the Operations are disabled you may

reenable them by clicking a checkbox. This redisplays the logon screen allowing you to specify a password.

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Functions Available within the Monitor Program

Current History

The current history list shows activity within the system in chronological order. The current history list is limited by the setting of the retention days value, and will only contain that number of days of information. (Note that the full history is also available in the administrative program for reports of events that are not in the current history table.

You can limit the display to show only records from a selected door group:

The scroll bar at the right and the VCR buttons on the bottom allow you to view earlier events. Every time an event occurs, the list will automatically display it at the bottom of the list.

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UNLOCK,LOCKDOWN,NORMAL,CLEAR

The programmed door behavior can be manually overridden by using these buttons. The override can be made either temporary or permanent.

Permanent – the override condition will stay in effect until manually removed by using the Clear button. If an Unlocked Badge or Unlocked Automatic permission or a Scheduled Event shift starts or ends, any “normal” changes in the door(s) will be ignored and the manually set door condition will continue in effect. It may be reset by the Clear button.

Temporary – the override condition will only stay in effect until changed by the next Unlocked Badge, Unlocked Automatic or Scheduled Event shift change. It may also be reset by the Clear button.

Roster

The “Roster” button accesses the Current Roster List window, as shown below.

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If you have chosen to designate some Door Groups as Roster Tracking Zones, and some of the Doors in the Door Group are defined Doors as IN, OUT or IN/OUT Toggle, then the system will keep track of which people have most recently been seen going through an IN door for that Door Group. When a person who is “IN” goes through an OUT or an IN/OUT Toggle door, they are removed from the Roster. If you choose to implement anti-passback for the Roster Tracking Group, then any person who is already IN will be refused access at any door coded IN, even if they would otherwise be authorized to operate that door. NOTE: Master badges are an exception to this rule. Master badges will ALWAYS be admitted, even if the door has been put in LOCKDOWN mode. If some doors are coded INOUT, then the behavior is as follows: if anti-passback is NOT enabled, the person will be “toggled” IN and OUT each time they pass through a door coded INOUT. If anti-passback IS enabled, the person will be toggled IN and OUT as long as they are presenting a badge at the same door. If they are IN and present a badge at a different door, they will be refused. If Operations are enabled, the operator may remove people from the IN list by using the Delete Button located below the list. You may filter the Roster display and associated report by Door Group and by Date/Time. The Rebuild function is provided to deal with a special circumstance. Intermittent network difficulties can cause a reader controller to lose communications with the computer. While the unit is offline, it will continue to operate in standalone mode, using it’s internal database to make decisions about admitting or rejecting presented credentials. The reader controllers will record events that occur while they are offline, and these events will be retrieved by the Crystal software when the reader controller comes back online. As these records are retrieved, they are put into the History and Current History tables, but they do not update the Roster because that could create errors and inconsistencies. What the Rebuild function does is replay the Current History records to create a Roster. This will correctly process all the records that may have been recovered from standalone reader controllers. NOTE: If you plan to use this Rebuild function, you should set the retention days for the Current History file to a large enough number to guarantee that you get an accurate Roster as a result of a rebuild. The default retention is zero days, which means that the Current History table contains only information beginning at

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midnight of the current day. People who entered a tracking zone before that time would not show up in the Roster. By setting the retention days to 2 or 3 you can be sure that you properly see all of the correct records.

Lookup

The Lookup button will bring up a search screen.

Typing a string into the search string box will and pressing Next will find the first match in the database. Next and Previous will navigate forward and backward. The search may be made case sensitive by checking the box. The Enable and Disable buttons at the bottom of the screen will enable or disable the persons access rights by either expiring or removing the expiration from all of the badges assigned to the person.

Doors

The Doors list shows the doors that are currently defined in the system and shows their current Mode and Status.

The Modes are:

Normal – the door is prepared to read BadgeIds as presented and will unlatch if the badge is authorized at this time for that door.

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LockDown– the door will ignore all badges except Master badges, even if the BadgeId would otherwise be authorized for the door at this time.

Unlocked – the door is unlatched and anyone may enter without presenting a badge.

The buttons to the right of the list will be enabled if operations are enabled and if the level of authorization is greater than or equal to the level required to operate the selected door. If the buttons are enabled, the operator may change the Mode of the door. If the Mode of the door is changed and the door has been set to operate in LOCAL mode, it will be forced into HOST mode. If you check the All Doors checkbox under the buttons, you will be asked to enter the Administrative Password. If you correctly enter the Administrative Password, all of the buttons will be enabled and whatever action you select will be applied globally to all the doors in the system. The All Doors checkbox will be disabled after you press any button or select a door in the Door List. The Status column shows the current status of the door. This may include:

Inactive – the door is not operating

Closed

Open

Emergency – the door is in an emergency state of some sort.

Door Groups

The Door Groups tab will show the available door groups. If the UNLOCK, LOCKDOWN or NORMAL buttons are pressed, the action will be applied to the selected DOOR or DOOR GROUP.

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Alarms

The display above shows both an active alarm and a cleared alarm displayed in the Alarm list. When the alarm first occurs, it will flash and a tone will sound (if the computer is equipped with a sound card). A silence button will allow any operator to silence the sound, regardless of whether they have operations enabled. If operations are enabled at level 1 or higher, the operator will also be able to clear the alarm, which will remove it from the active display. The operator may optionally add a note to the alarm as part of the clearing process. If operations are enabled at level 2 or higher the operator will be able to delete cleared alarm records. Alarms may also be cleared by the presentation of an authorized badge to the door controller at which the alarm occurred if the door and badge have been properly authorized to do so using the facilities described in the administrative module.

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Activity

The Activity display shows the most recent activity, either at all doors or at only a selected door as illustrated above. If operations are enabled, the Operator may unlatch the selected door by pressing the Admit button.

Monitoring Input and Output Points

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From the Monitor application you can monitor input and output points. Inputs typically monitor Alarms or status, Outputs could be used to control lights or other devices. The Input and Output tabs allow you to review the status of the I/O points, and filter the display with numerous criteria.

View 1 through View 5

The view tabs allow you to display up to 5 different views, each of which would typically be a floor plan or site map as illustrated below:

The select image button on the lower right of the screen is used to pick the image to be displayed, which must be an image file located in the Image directory.

The Scripts tab allows you to view the scripts that are available for interactive execution and to select and schedule them.

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Plan View

If you have chosen the Plan View you will see the images that you have configured for viewing using the Options/Floor Site Plans menu:

This screen allows you to select or deselect the plans that were configured within the Administrative program. You may select as many plans as you wish. They will each be displayed on a TAB as shown below:

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The currently selected door is highlighted in the door list on the right and also has the four colored icon showing on the screen at the door location. You may change the selected door by selecting from the list or by a Left Mouse click on the location of another door in the display. A Right Mouse click on a door location in the display will bring up the following screen:

A Right Mouse click on an IOPoint will bring up the following screen:

This will allow you to do an Operations Admit to the selected door or see the current status of an IOPoint.

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You may also get other messages if you are not authorized to manipulate the door or if the door is in a Disabled or Standalone mode.

Attendance

Under the View menu you will find a choice for Attendance. This will bring up the following screen:

Enter the time interval of interest in the From and To boxes. Then choose people of interest. You may choose All people, only a selected group, or just a single person. The Doors selection mechanism can choose All Doors, All of the “IN, OUT or IN/OUT Toggle Doors or all of the IN/OUT Doors in a selected Door Group. Then press the Review button to see a screen similar to the following:

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This screen shows the selected people on the left and the attendance history of the selected person on the right. As shown above, if the system detects an imbalance between IN and OUT it will highlight the person and the detail screen in yellow and display the error message at the bottom of the screen. You may use the Insert/Change/Delete buttons to modify the history data for the selected person. An imbalance between IN and OUT events can be accidentally created by a person presenting their badge multiple times at a door during a single entrance or exit event. The “Filter Duplicate Records” control on the screen will allow you to remove records that are within the specified number of seconds of each other. The Autocorrect First and Last check box will cause the system to treat people are first seen going OUT as if they had entered at the start of the specified interval, and to treat people who are still IN at the end of the interval as if they had left right at the end. The checkbox for “Run Reports on Server” is only available on the IPCrystal version of the monitor. Instead of running the reports on the local workstation, this checkbox will cause the reports to be run on the server were the database is located. For larger systems this can result in a significant performance improvement. If this feature is used, the report data will be displayed in a Notepad text edit screen when the report has been completed. The Print button will print a single person’s access history. The Print All button will print all of the individual records. The Print button under the list of people will

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print a summary report and also optionally output it in CSV (Comma Separated Values) format to an ASCII file which can then be input directly into a payroll preparation program. NOTE: This report requires that you have coded at least some of your doors as IN and OUT, and it looks for only IN/OUT records to prepare the report.

Filtered History

Under the View menu you will find a choice for Filtered History. This will bring up the following screen:

The choices at the top of the screen allow you to set up filters to show selected information. You may use these filters to very quickly display selected activity.

Options

Under the Options menu you will find two choices, Sound and Image Directory. The Sound menu shown below allows you to select WAV files to be played when different events occur. (Note that the computer must be equipped with a sound card for the sounds to be audible.) The system is distributed with three WAV files as shown. You may substitute any others as you wish.

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The Image Directory choice brings up a directory selection screen:

The system requires that all pictures and images of floor plans be in a single directory, which is chosen here.

CSUP Program The CSUP.exe program is the communications supervisor program that directly communicates with the reader controllers defined for a given Supervisor. A Controller Supervisor may have any number of defined reader controllers. For older serial-based systems, a CSUP may have at most one Comm Port type connection. If the reader controllers are attached to a Comm Port, then the supervisor program must be running on the computer where the connection is attached to the comm Port. Normally the controller supervisor program runs as a windows service or is iconized. If it is running as a windows service, most versions of the Microsoft Windows operating system will not allow the display of a user interface. If it is running as an application you can see the user interface and if you maximize it, you will see a screen like this:

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If the system is operating correctly the clock and interval values will be updating frequently and the “Active Controllers” will show that all defined controllers are included in the current active count. For synchronous reader controllers, the Interval shows the number of 1/100ths of a second since the last time the indicated controller was polled. The Max Interval shows the longest interval that has occurred since the last Reset. The Administrative Program will cause the controllers to reset whenever important control parameters are set or changed.

Communications Supervisor Startup Options

There are a number of ways for the CSUP application to be started as a Console Application:

Use the Start button available in the View Network screen of the administrative program. When you select a, the program will allow you to either start or stop the Communications Supervisor application for that supervisor, depending on whether it is already running or not.

Shortcut You may start the programs as a Console Application using a shortcut

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There is a required parameter as shown above (the CS(02) on the Target line). The parameter specifies the two character id of the Supervisor for which the CSUP.exe is to run. It is also necessary that the Start In location be correctly specified. The ISONAS database is in the LiveDB folder one level down from the ISONAS folder where the programs are stored. NOTE: If your path to the folder containing CSUP.exe contains folder names that have embedded spaces, use the double-quotes around the fully qualified path name, such as: “C:\Program Files\ISONAS\csup.exe” followed by the id.

The Controller Supervisor program.exe can be manually started as a Windows Service by issuing the following command from the Windows run command facility:

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This will install the CSUP.exe as a Windows Service but will not start the service itself. To install as a Windows Service and run the program at the same time, the same run command is issued but with the “/install” replaced by the “/iss” parameter (“Install and Start Service”).

When the CSUP.exe is installed as a Windows Service but not started (Install option above), the following confirmation will appear:

Once the Supervisor program is installed, it can be started or stopped through the Windows Service Manager from either the “Action” menu item, right mouse-click on the Service and clicking “Start” or right mouse-click on the Service, clicking “Properties” and clicking on the “Start” button on the Properties display. This is illustrated below:

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When running the CSUP or other Isonas programs as windows services, use the recovery tab on the windows services property screen to set the recovery options to “Restart Service” for all failures.

Startup Directory

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If you create a shortcut to bring up the CSUP.exe (including the parameters as described above) and put it in the startup directory, the Supervisor program will be started whenever the computer is logged on.

Controller Supervisor Stop Options

The Controller Supervisor running as a console application can be stopped from within the Administrative program by clicking on the Stop button with the specified Supervisor selected on the network display. It can also be stopped by using the windows task manager (CTL-ALT-DEL) For Controller Supervisors running as Windows Services, they can also be stopped through the Windows Service Manager by right clicking on the service and selecting the stop option. Note that if the program has been defined as a windows service, stopping it does not remove it as a service. To remove the Controller Supervisor program as a windows service, the following command can be run. It is recommended that you first stop the service.

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Upon issuing the run command for uninstalling the Windows Service, the following confirmation will be displayed and the Controller Supervisor will be removed as a Windows Service from the Windows Service Manager :

Note that if the CSUP.exe program is running as a windows service, uninstalling it does NOT stop the execution.

Advanced Networking It is very common for companies to want to have multiple users and workstations monitoring or administering the ISONAS Access control system, and the system has been designed to easily allow you the full use of all facilities from anywhere in the wide area network. You may use any of the standard tools and techniques to enable users at other workstations to access the software and database stored on a selected server or workstation.

CAVEAT

One of the most commonly used techniques to enable remote access is to

create a shared folder on the server and simply map that folder on the

remote workstations from which the software is used.

This simple approach is widely used and is a fully satisfactory solution

for many users. However, in some cases it has been shown to create

problems leading to database corruption.

You should always be doing regular data backups to avoid loss of critical

information, and this is especially true if you are using this mapping

technique to enable remote access.

If you encounter database corruption problems ISONAS recommends

that you stop using the mapping technique and use RDP, EasyWeb or

other techniques to accomplish the same objective

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Conceptual Overview

It will help to understand a little about how the system works. 1. The CSUP.exe program(s) are the ones that directly communicate with

the door controllers. For older serial reader-controllers, the CSUP may be polling each controller on the connection 3 – 4 times a second. When the controller reports that a badge has been presented the CSUP.exe program does a high speed lookup in the database to see if the badge is authorized to open the door at the present time, and if so it tells the door controller to unlatch for the defined latch interval. After the latch interval has passed, the CSUP.exe will tell the door controller to relatch. There are also various buzzer and LED changes, based on how you have programmed the door controllers to behave. The CSUP.exe program writes significant events (such as a badge being accepted or rejected) to the database history file. For newer reader controllers,there is no polling required. The reader controllers asyncrously report badge presentations. The reader-controller usually operate in LOCAL mode. In this mode, the reader controller makes the decision on how to handle events such as badge presentations and takes that action. It then sends a message to the computer showing the action that was taken.

2. The Monitor and interface programs are watching the database history file looking for new records to appear in it. When they find new records, they retrieve them and display the information.

3. When an Administrative or Monitor program needs to send information to one of the door controllers, it does so either by writing into a

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communication file that is unique to the server to which the door controller is attached or by sending a TCP/IP command to the CSUP using its assigned TCP/IP port. The CSUP.exe program is looking for new commands, and when it finds one it executes it.

With this background let’s now look at configuring and setting up for network operations.

Maximums

The system can theoretically support an unlimited number of door controllers which can be attached to an arbitrary number of controller supervisors. Actual limitations are imposed by performance considerations. In local mode it is reasonable to connect 100 or more readers to a single CSUP and a single computer can run 30 or more CSUPs. For older serial readers (Model PRC-001):

The controller id (1-254) must be unique within the connection, and the theoretical maximum number of controllers on a connection is therefore 254. If you are operating in a non-polled mode, you may put the maximum number of controllers on a connection. If you are operating in the normal polled mode then you should limit the number of controllers to guarantee performance. With the technology available at the time of this writing, we recommend no more than 8 to 10 controllers per connection when polling is being used.

Sharing the Database

You can pick anywhere in the network as the location of the database. On that system, you must define the directory in which the database is located as being shared for read/write. You may use windows facilities to protect by password and to limit the users who may share to the selected authorized group. Every computer on which you are going to run any system component (CSUP.exe, Administrative Program or Monitor Program) must map the database directory AS A LOCAL DRIVE.

Location of Software

We recommend having the ISONAS software loaded in ONLY ONE directory (which does not have to be the same as where the database is but can be.) This avoids confusion and simplifies updates. The software is quite small and will load and execute over the network very quickly. Create shortcuts to run the Administrative and Monitor programs from workstations where they will be used. Be sure the “start in” directory correctly points to the shared database, which is mapped as a local disk on each machine. You can load the software on multiple machines and point it at the shared database as an alternative if you prefer.

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Where to run the Communications Supervisor programs

For TCP/IP connections, you may choose to run the programs anywhere in the network . For older serial-based system with Comm Port connections, you have no choice but to run the CSUP.exe for that connection on the computer to which the comm. port is attached..

How to start Communications Supervisor program

The best way to start the communications supervisor programs in a production system is to have them start automatically when the system starts up. You can achieve this by defining them as services as described above. If you do not have the Controller Supervisor programs start automatically, you must start them manually on each machine on which they must run. You can physically go to each machine and use the various facilities to start the program or use tools such as pcAnywhere or network administrator tools to start tasks on remote computers.

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Badging Program The Badging program will print information from the People database onto prox cards. Here are the menus available when you bring the program up.

Options

Image Directory

This choice allows you to set the Image Directory, just as you can within either the Administrative program or the Monitor program. Password

This choice allows you to change passwords. User Defined Field Names

This choice allows you to set or change the labels assigned to the User Defined Fields. About Badging

This choice provides information about the badging program itself.

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People/Badges People

This screen is similar to the one in the Administrative module. The index value above the image may be set from 1 to 9 to define or select one of 9 possible images associated with an individual. These can be different pictures (front view, profile view) or other images such as images of signatures.

Read BadgeIds

This function is provided to make it easy to read in badgeids and assign them to “new” People in the database so the badgeids may be easily printed on cards.

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To use this function:

1. Select the door controller from which you wish to read badgeids 2. Enter a prefix to be used for the person’s name 3. Enter a starting number to be used for the person’s name. 4. Start the read operation by pressing the Start button. 5. Present badges to the door controller. As each badge is read, the program

looks in the database to see if the badgeid exists in the database. If it does not, the program creates a Name by using the prefix and the number and adds a person with that name to the database with the assigned badgeid.

Later when the Card Printer program is described, you will see that having the People defined (and sorted in order) makes it simple to print badgeids on the plastic cards.

Card Layouts

Here is where you define the layouts you wish to use. The system is shipped with some example layouts which will help you get started.

The list on the left shows the names of the defined layouts. You may use the Insert/Change/Delete buttons to manage this list. The Copy button is handy if you want to make a layout that is similar to an existing layout without changing the existing layout. The list on the right shows the “Controls” that have been defined for the current layout, and the raised panel in the bottom center shows detail about the selected control. If you press the insert button under the list of controls, here is the screen you will see:

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On the left side of the screen is a list of the possible choices for the type of Control you are defining. The options are:

Text String – this is a string of fixed text, such as the company name

Variable String – this is an item to be read from the People database, such as the persons last name or social security number

Image – this is either the person’s picture from the Image file or another selected image such as a company logo.

Region,Line,Box,Ellipse – these are shapes you may draw on the card using various boarder and fill colors.

If you select the Image type of control, here is the screen that appears:

You may select one of nine possible images associated with a person or may select another static image such as a logo.

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The control you define will have its “origin” at Xpos , Ypos and will have the indicated Width and Height. It is recommended that you simply accept the defaults and then move and size the control using the mechanisms described below.

There are two ways to select a control to work on it:

Select it in the list on the right

Select it with the mouse by positioning the mouse over the control and holding down the ALT key on the keyboard while pressing and releasing the left mouse button.

Once a control has been selected you can MOVE it by:

Directly dragging it. Put the mouse over the control, press and hold the left mouse button, and drag the control where you want it. Then drop it by releasing the left mouse button.

Press the left, right, up or down arrow keys. The control will move in the indicated direction.

You may also resize a control

Hold the shift key down and press the left, right, up or down arrow key. The size of the control will change in the indicated direction.

As you select different types of controls the raised panel will display current information about the selected control and allow you to make appropriate changes. Here is the information for a TEXT control

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You can change the font, including typeface, color, size and special effects like underline and italic. You can set a background color, control the justification, rotate by tenths of a degree and set the background to be transparent. The same facilities are available for Variable strings. For images, here are the choices

The software will always make the image fit in the available space. If the space is larger than the image, you have the choice to have the image stretched (without allowing distortion) Note: Stretching an image will reduce the “quality” of an image. You also may justify the image both horizontally and vertically. Here are the choices for shapes:

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CardPrinter-Single

This screen allows you to print a single card, which may be either one sided or two sided. When you select the CardPrinter menu you will immediately be asked to select the printer to be used. (Note.. if you do not have a printer defined you can not get to this screen).

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On this screen, you select the desired layout from the list on the left and the desired person from the list on the right. You see an image of what will be printed, and press the print button to send the data to the printer. Whenever you print, the system will automatically select the next person. If you have used the Read BadgeId screen described earlier, the People you added will be in the database in order and you can easily print the badges with badgeids.

CardPrinter-Multiple Badges

This screen allows you to print multiple badges on a single sheet (one sided). The layout of the badges on the sheet is controlled by the templates that are displayed on the bottom left. The selected layout is shown visually to the right of the layout list. To enable reuse of partial sheets, there is a skip count field that will cause the software to skip printing the first “skip count” positions. The badges that will be printed are controlled by the selection arrows to the left of the People List. Use these arrows to move the names of the selected people in or out of the selection box.

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Tools/Utilities The following are tools and utilities that are useful for supporting the operation and maintenance of an active Crystal Access System.

CTEST

The CTEST (Controller Test) utility will send selected commands to reader controllers and display the responses. It can be used with or without a defined database of reader controllers. When the program is invoked, it brings up the following screen:

If you enter the two character ID of a defined CSUP, the screen will display the defined reader controllers attached to that CSUP.

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Selecting a reader controller and pressing the Connect button will cause the program to attempt to open the connection to that reader controller. You may open multiple connections simultaneously. Once the connection is open, an alphabetical list of commands will appear on the left side of the screen. Selecting a command will allow you to further select or specify parameters for the command, after which it may be sent to the selected reader controller. The hexadecimal values sent and received will be displayed and the response will be interpreted as shown below.

Database Repair and Maintenance (DBRM)

Infrequently problems arise with relational databases such as the one used by the ISONAS Access control software. Most often these problems are associated with the indexes that the database uses to provide high speed access. Fortunately, the data itself is usually not damaged or lost and the database can be fully recovered and repaired by a simple sequential copy operation. The DBRM.exe utility program is provided for this purpose. It also includes a data import/export facility and a Convert program to change database formats.

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Check

The Check menu brings up the following screen:

Pressing the Check button causes the system to go through the entire database files listed and check for errors. The number of records found in each file is listed. If errors are detected a message will indicate the problem. Rarely the system may actually crash attempting to check a damaged file. You can tell which file is being worked on by the progress of the record counts.

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Repair

The Repair menu brings up the following screen:

Check any files that need to be repaired and then press the copy button. The system will make copies of the selected files which you may then rename to replace the damaged files.

Import

Import allows you to chose either CSV files or XML files

Here is the screen that is displayed when you select the CSV Import menu:

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The tabs allow you to select the type of file to import The People tab displays the following screen:

If the Convert HID Badge Numbers box is checked, the following additional fields appear:

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The HID conversion factor is required for the system to correctly convert HID badgeId values to the value that will be read for that badge on an HID enabled ISONAS reader/controller. The conversion factor may be determined by reading one HID badge on an ISONAS reader controller and then using the screen reached by the HID Site/Facility Code button:

Simply enter the two badge id values and the system will calculate the correct Site/Facility Code to calculate the ISONAS badgeid values for other HID badges. Use the ellipsis button to select the CSV (Comma Separated Value) file that contains the desired information (People information or group membership) and then press the Import button.

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Hint: An easy way to see the required format for the information is to use the Export function below to create files and then edit them with Notepad or Wordpad. The XML Import mechanism is simpler. It is designed to import a complete database which has been exported from another copy of and ISONAS access control system. Here is the Import XML screen:

The normal choice is to select the “Clear table” option.

Export

The Export also provides two choices:

Here is the screen that is displayed when you select the Export CSV Files menu:

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Select the file type you want to export and enter or select the target CSV file, then press Export. The Export XML choice will export all of the important tables from the database.

Convert

The convert menu option lists conversion programs used updating the Crystal Matrix software. See the software upgrade installation instructions for more details.

INRServ

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The ISONAS Notification Request Server is discussed in a separate document which is included in the installation if the Interfaces are selected for installation.

ISOCopy

The ISOCopy program is another approach to solving the problem of backup programs that will not copy open files. This program creates copies of the key files used by the ISONAS Access control software. Once these files are created and the ISOCopy program shuts down, the copies are closed and therefore will be successfully backed up. The ISOCopy program will copy files from the LiveDB directory to the Backup directory under the in the ISONAS home directory. It is possible to set up a Windows Scheduled Task to run the ISOCopy program (typically once a day) at a scheduled time to ensure that a timely backup is always available. If the ISOCopy program is run with no command line parameter, it will start up and will automatically copy files and then automatically shut down. If ISOCopy is run with the command line parameter /PAUSE It will display the following screen:

When the Copy button is pressed, the files will be copied and the record count for both the original and the copy file will be displayed as shown below:

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Note that these are not ALL of the files used by the ISONAS Access control system. These are the key files that contain the configuration defined by the user and the volatile data files representing system activity. Other files used by the ISONAS access control system are temporary or are generated from these files when a full compile is performed.

Virtual Reader

See the separately distributed Virtual Reader User Reference Guide for a complete description of the Virtual Reader and its operation. The virtual reader is a software program that acts just like a physical reader. It allows you to run the ISONAS Administrative and Monitor program to observe the operation of the system.

PlugNPlay

The ISONAS PlugNPlay program is useful in two different contexts:

1. As an installation aid that will assist with the installation and configuration of ISONAS IP and Wireless IP reader controllers.

2. With DHCP enabled readers, it can be run as a windows service and will automatically update the ISONAS database when the IP Address of a reader controller changes.

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The options menu shown above are used to install and uninstall the program as a Windows service. If the program is not running as a service it will automatically bring up the PlugNPlay user interface screen. If it is running as a service the user interface screen is not automatically displayed but may be displayed by selecting the PlugNPlay menu option. DHCP Enabled Reader Controllers For PlugNPlay to automatically update the ISONAS database for DHCP enabled reader controllers, the computer where the PlugNPlay program is running must be defined in the network DNS Server with an ALIAS of

SrvrACS (DNS is not case sensitive). When a DHCP enabled ISONAS reader controller receives its IP address (either on startup or at a later time when the lease in renewed) it will use the DNS service to find the SrvrACS computer. It will then send a UDP message to a specific port at that computer. The message includes both the MAC address and the IP address of the reader controller. The PlugNPlay program listens on that port, and when it receives the message it will update the ISONAS database. If the reader controller is already in the database, the IP address will be updated if necessary. If the reader controller is not already in the database it will be added. NON DHCP Enabled Reader Controllers Reader Controllers that are not DHCP Enabled use fixed IP Addresses. The label on the back of the reader controller will show the factory assigned IP address, which is typically set in the range 192.168.1.50 to 192.168.1.150.

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It is frequently the case that this IP address has to be changed to conform to local network addressing requirements. PlugNPlay is the tool that is used to make this change BUT PlugNPlay must be running on the same subnet as the reader controllers in order to make the change. The reason for this requirement is that the technique used is to send UDP Broadcast messages, and those messages are only propagated within the subnet. When readers controllers are being installed in networks with multiple subnets, it is necessary to preconfigure the units or to temporarily connect a computer to each of the subnets in order to use PlugNPlay to change the IP Addresses. Here is the PlugNPlay user interface screen:

PlugNPlay – AutoFind

The AutoFind function is intended to assist in the initial installation of large networks. It will automatically run the “FIND” function described below and if new reader controllers are found the AutoFind function will automatically modify their IP Addresses to the next available addresses in the IP Address Pool and configure them on the Isonas network.

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PlugNPlay - Find

Pressing the Find button will cause the PlugNPlay program to search for all devices with MAC Addresses that begin with 00-20-4A which will find all ISONAS IP and Wireless IP readers, (and may find additional devices). ISONAS devices have a checkmark in the ISONAS Device column. Devices that are out of the addressable range show in red.

PlugNPlay – Manage IP Address Pool

The PlugNPlay program can change the IP address of the selected device. The first step is to use the Manage IP Address Pool button to define IP addresses which will be used for the ISONAS Reader Controllers. Here is the screen that is used for this purpose:

The controls on this screen let you insert, delete or change an individual IP address or to insert a range of IP addresses into the pool.

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PlugNPlay – Change IP Address

The second step is to use the drop list control on the main screen to select the desired IP address you wish to assign to the controller and then press the Change IP Address Button. This will send the commands to the device to change the IP address and then approximately 10 seconds later will automatically repeat the Find. The device will now show with the reassigned IP as below. Note that for RC-02 and RC-03 reader controllers, it is necessary to specify a password before the IP address can be changed or before other changes can be made to the configuration. The PlugNPlay program will automatically fill in the default password. You may change the password on a reader controller by pressing the Change button beside the password entry field. The default password is F0F1F2F3 This value is reset if the reset button on the back of the unit is depressed and held for 10 seconds.

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PlugNPlay – Add to ISONAS Network

The device can now be addressed. You will note in the screen above that the device shows a X in the Configured column. This means that the device is not currently defined in the ISONAS Access Control network, which is displayed in the tree structure at the right of the screen. Pressing the Add to ISONAS Network button will add it to the ISONAS Network. Devices that are added will be added to a CSUP with the two character ID of “~~”. The initial name for this CSUP will be set to “~Reserved~” but you may change that to anything you wish.

PlugNPlay - Strobe

The final control on the screen is the Strobe button. This button becomes available when you have selected a specific reader controller in the Access Control Network on the upper right side of the screen. Pressing the Strobe button will start a cycle of alternately flashing the LEDs on the Reader Controller and sounding its buzzer. This will clearly identify the controller and confirm that it is configured and communicating.

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PlugNPlay - Configure

If you connect to a device you can go to the Configure tab shown below. (Note: For RC-02 you must have entered the password on the previous screen before any changes will be accepted). On the configuration screen you can change settings for the values shown.

The RC-03 unit can be configured to operate as either a server or as a client. When configured as a server the unit listens on the configured port and waits for

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an incoming connection from a host computer. When configured as a client, the unit will attempt to connect to the defined host. The unit uses the following logic to find the server:

If DHCP is available o Contact DHCP to get an IP address, subnet mask, gateway and

DNS address o If the Remote Host name is specified, get the associated IP

address from DNS. Otherwise use the specified Remote Host IP Address

If DHCP is not available but the Remote Host Name is specified, use the DNS IP address to request the address of the Remote Host. Otherwise use the specified IP address of the Remote Host.

The unit will then attempt to connect to the specified port on the Remote Host, and will continue to attempt connection several times a minute until it is successful.

PlugNPlay - Security

This screen shows some options that apply only to PRC-001B units. These can be used to enable or disable various channels through which the device can be reached and to enable encryption and set passwords. Caution – you can make it difficult or impossible to communicate with a reader controller if you misuse these controls!

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The Encryption option is available for all models of ISONAS reader controllers.

CMLOAD

The CMLOAD program will load microcode into the ISONAS reader controllers. There are three different microcode types.

PIC – for the PIC microprocessor

Freescale – for the Freescale microprocessor

WEB – web pages for direct access (these run in the Freescale processor. Here is the main screen for the CMLOAD program:

Use the controls on the bottom of the screen to select the files that are to be loaded to each controller: After all the files have been selected, press the Load button on the right hand side of the screen. This will start load processes on separate windows threads. The maximum number of concurrent processes is determined by the Concurrent value set on the lower right side of the screen. Updating of each reader controller is handled by a single thread. The CMLOAD program will negotiate with CSUP programs if necessary to perform the load. The reader controllers will be “disconnected” from the CSUP,

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the load will be performed, and the reader controllers will be reconnected to the CSUP and restarted. During the actual upload process the reader controllers will not respond to badges or keypad entry. The time required for upload varies and can be slowed by network traffic, but loading all three file types to a single reader controller will typically require less than 5 minutes. If multiple units are being uploaded, each thread operates independently so the time to load is overlapped. The CMLOAD program can also be started with a command line parameter “LOAD”. This will cause the program to immediately start the loading process. You can therefore configure the load at your convenience and then use the windows task scheduler to have it start at a later time when the interference with the operation of the doors will be less troublesome.

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CCheck

The CCheck program will load data back from selected reader controllers and compare the programming to the host database. The two databases should normally be in sync, but if a reader is offline for some or all of a compile process the two databases can be out of sync. Here is the CCheck screen:

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Appendix A - Configuring ISONAS readers and DHCP ISONAS supports Dynamic Host Configuration Protocol (DHCP) for managing your

PowerNet reader-controller’s IP address. The ISONAS implementation of DHCP support

is accomplished through both the PowerNet reader and with versatile software that will

listen for changes to the reader’s IP address and update the Crystal Matrix database. That

software is the PlugNPlay application.

There are 4 main procedures required to set up DHCP support for the ISONAS system. 1. Configuring DHCP service on your system

2. Optionally configuring DNS service on your system

3. Enabling DCHP in your PowerNet reader

4. Setting up PlugNPlay

Configuring DHCP service

DHCP service is a native component of many versions of server operating systems and it

is also available in most hardware routers and access points. The actual configuration of

your network’s DHCP service is beyond the scope of this document but you should

know that if you enable DHCP on a PowerNet reader, it will make a request from that

service for its network configuration settings, which include the: Reader’s IP address,

Gateway, Subnet mask, and DNS server IP address.

Configuring DNS service

DNS service is a native component of many versions of server operating systems but is

not usually available for any of the home releases such as XP, Vista or Windows 7. Once

again the setting up of DNS service is beyond the scope of this document but you should

be aware that a DHCP enabled PowerNet reader will make use of your DNS service in

two different wayswhich are described next,

Self Registration

Crystal Matrix Notification DNS Self Registration When a DHCP enabled reader boots up, it will attempt to register its name with the DNS

service. The format of the name is comprised of the text “RDR-“ followed by the last 6

digits of its MAC ID. Thus a reader with the MAC ID of 00-18-CA-00-16-A5 will

attempt to register a DNS name of “RDR-0016A5.” This registered DNS name becomes

very useful for retrieving the IP address of the PowerNet reader which you can do by

pinging the DNS name. The DNS name is also useful if you should want to connect

directly to the PowerNet reader’s configuration web pages, you may use the DNS name

as the address in your web browser; e.g., “http://RDR-0016A5”.

DNS and Crystal Matrix Notification

In order for your ISONAS system to run smoothly with DHCP, the IP address of the

PowerNet reader must be correctly reflected within the Crystal Matrix database, this

process can be automated via the PlugNPlay program.

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In order for the PowerNet reader to notify the PlugNPlay program of any IP address

changes, the reader must know how to locate the PlugNPlay program and make a TCP/IP

connection. The PowerNet reader can be configured to find the PlugNPlay program

using one of the following configurations: 1. If you have a DNS service installed on your network then you can create an entry with

the name “SrvrAcs” and assign that entry the IP address of the host machine running

PlugNPlay.

2. If you do not want to use the default name of “SrvrAcs”, then you can choose any name

that you like and set it up in DNS but then you must configure the PowerNet reader to

use the your new name rather than the default name (described under Enabling

PowerNet DHCP).

3. If you do not have DNS or do not wish to use it, then as long as you know the IP address

of the machine running the PlugNPlay program, you can configure the PowerNet reader

to use that IP address instead of a DNS name (described under Enabling PowerNet

DHCP).

Enabling PowerNet DHCP Support

The PowerNet reader optionally supports DHCP which can be enabled or disabled

through either the ISONAS PlugNPlay program or the Embedded Web pages on the

reader itself. Once you enable DHCP then the reader will obtain and manage the address

of the reader dynamically according to the rules defined within your DHCP service. If the

DHCP service is not available then the PowerNet reader will revert to the IP address

currently in it’s memory, which was initially assigned at the factory and may have been

updated using PlugNPlay or the embedded web page interface.

Enabling DHCP with PlugNPlay

To enable DHCP in a PowerNet reader using the PlugNPlay program, you must connect

to the PowerNet reader and then use the Configuration tab to:

Put a check mark in Enable DHCP by clicking on it

Fill in the ACS Alias or the ACS Server IP fields

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The ACS Alias field must be a valid DNS entry. If you do not have DNS service or do

not wish to use DNS then you can put the IP address of the machine running the

PlugNPlay program into the ACS Server IP field.

Note: The Password field must be filled in correctly prior to clicking on the Set button.

The default password is “F0F1F2F3”.

Enabling DHCP with Embedded Web Pages

To enable DHCP in a PowerNet reader using the Embedded Web pages you must use a

web browser to connect to the PowerNet reader (http://ipaddress or Error! Hyperlink

reference not valid. ) and then navigate to the LAN page and use the ACS DNS Name or

IP Address field.

The ACS DNS Name or IP Address field must be a valid DNS entry or the IP address of

the machine running the PlugNPlay program.

Note: Be sure to click the Save button and then the Log Out button when you have

finished.

Whichever method you chose for enabling DHCP on the PowerNet reader ensure that the

following is true:

If you configure the PowerNet reader with a DNS name then you must have a

corresponding entry in the DNS service. Remember that if you want to use the default

DNS name “SrvrAcs” then you do not need to configure this in the reader.

If you configure the PowerNet reader with the IP address of the machine running the

PlugNPlay program, then make sure that the IP address is correct.

Once the PowerNet is correctly configured it will perform the following sequence during

its power up sequence (see diagram below): 1. When the reader starts up it will check to see if DHCP is enabled.

a. If DHCP is enabled, then the DNS settings are examined

b. If it is NOT DHCP enabled, then the DNS settings are ignored

2. The reader will check for the existence of a DNS name configured in the reader:

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a. If a DNS name exists then the reader will try to resolve the name into the

corresponding IP address.

b. If the DNS name field is not configured the name cannot be resolved, then the

reader will try and resolve the default DNS name “SrvrAcs”.

c. If steps “a” and “b” fail to find an IP address, then the reader will look to see if

the ACS IP address is configured.

3. If an IP address exists then the reader will start sending a message to the IP address, the

message will contain the MAC ID and actual IP address of the reader. The reader will

continue to send this message until it is instructed to stop sending by the Crystal Matrix

program. The reader will resume sending out the message if one of the following

conditions are met.

a. Any of the network information changes; such as, IP address, Subnet mask.

b. The reader’s power is cycled

When a PowerNet reader is DHCP enabled, the power up sequence may be longer than

when it is not enabled. The length of time that a DHCP enabled reader will take to power

up is dependent on the settings and the response time from your DHCP and DNS

services. If both services respond quickly then the power up sequence will not be

noticeably longer, if the services are slow to respond or do not exist on the network, then

the power up sequence could take as long as 45 seconds.

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Setting up PlugNPlay

The PlugNPlay program must be running in order to process IP Address change

commands from any PowerNet reader. You must make choices about how you want to

run the PlugNPlay program and how you want it to process reported IP address changes.

Running PlugNPlay

The PlugNPlay program can be run on an As Needed Basis, a Terminate and Stay

Resident (TSR) or a Windows service.

Running PlugNPlay on an as needed basis

When you suspect that there are IP addresses that have changed on your network of

readers or if you have installed new readers, you can simply start the PlugNPlay program

using the programs menu of Windows.

Running PlugNPlay as a TSR

Once you have started the PlugNPlay program you can opt to leave it running in the

background instead of shutting it down completely, in fact this is the default option

should you click on the “X” to close down the screen. The only way to cause PlugNPlay

program to actually stop running is to click on the Options menu item and select “Stop

execution”.

If you click on the “X” (as seen below)

to close the PlugNPlay screen, the program screen will disappear but the program itself

will still be executing and a small icon should appear in the executing programs portion

of your windows screen. To activate the PlugNPlay screen again you simply click on the

PlugNPlay icon.

Running PlugNPlay as a windows service

To run PlugNPlay as a Windows Service start PlugNPlay in the normal fashion and then

click on the “Options” menu item and choose “Install as a Windows service.”

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When PlugNPlay is running as a windows service a small icon may appear in the

executing programs portion of your windows screen (depending on the host’s Operating

System).

PlugNPlay processing IP changes

Once the decision on how to run the program is made, there are multiple ways of having

the PlugNPlay program process IP address changes; they are, Manually, Semi-

Automated, Fully Automated

Manually

The manual method involves starting the program, clicking on the FIND button to

process any changes that have occurred to the reader network since the last time the

FIND button was clicked. After clicking on the FIND button the program is shut down by

using the option to “Stop execution”.

This method will update the Crystal Matrix database with any IP changes but will not

automatically add any new readers found on the network to the database, this feature

requires “Fully Automated” discussed later in this section of the document.

Semi-Automated

The semi-automated method involves leaving the PlugNPlay running all the time with the

Autofind activated so that it can process any reported IP changes or new reader-

controllers added to the system. Each change or addition will prompt the user to accept

the change or addition.

Fully Automated

In order to have the IP address changes processed and to have new readers on the

network added to the Crystal Matrix database, you should run the PlugNPlay program as

a service and have the computer on which it is running identified as the place to which

reader-controllers report their new IP addresses. This can be accomplished by configuring

DHCP and or DNS as described above or by configuring the reader-controllers

themselves with the IP address of the computer to which the notifications are sent.

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Appendix B – Installing and Configuring the IP Monitor The IP Monitor program (ipcrystal.exe) offers advantages of improved performance and security when running the monitor over the network. Instead of direct file IO, it uses an IP server to access database tables. The following steps are required to install and configure the IP Monitor program.

Install the IP Server on the system where the Crystal software is installed

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You can use the windows services manager to set other parameters associated with the service.

Configure the IP Data Server

The first step is to run the RMAdmin.exe program.

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Here is the initial screen:

Set username Administrator with the password field blank

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Next, right click on the Data Manager and choose Register Data Managers from the pop up menu.

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Here is the final result

Create a Shortcut to IPCrystal.exe on the Remote Computer

The recommended technique is to create a shortcut that points to the ipcrystal.exe program on the computer where the ISONAS Crystal Matrix software is installed. This shortcut executes the program over the network and simplifies the process of installing future software upgrades. An alternative approach is to install the full ISONAS Crystal Matrix software on the remote computer and then create a shortcut that executes the IPCrystal.exe program which is stored locally. Here an example of the required shortcut as recommended:

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Appendix C – ThyssenKrupp Elevator Systems Interface The ISONAS Crystal Matrix software provides an interface to ThyssenKrupp Destination Dispatch Systems. This interface uses a variant of the Modbus IOModule support described earlier in this document, and interfacing to multiple DDS systems is supported. The ISONAS Elevator configuration is a three step process

1) Define the overall physical layout of the elevator, within the ISONAS system

2) Define one or more subsets of the elevator’s landings. These subsets are used when granting access privileges to the system’s users.

3) Define the ISONAS Permission(s), which specify: a. “Who” -- What group of people are allowed access b. “Where” – What subset of landings are available c. “When” -- During what time-frame is this access allowed

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Defining the TKSup (ThyssenKrupp IO Supervisor)

Define an IOSupervisor and select the ThyssenKrupp communications protocol.

The Name and two character supervisor Id may be chosen arbitrarily. The TCP/IP Port that is assigned will be used for communication between the ISONAS administrative program and the TKSup supervisor program. The only requirement for this port is that it not be in use by some other process on the computer where the TKSup program will run. The following additional fields must be specified:

ES Group – this is the ThyssenKrupp Elevator System Group number to which this TKSup will interface and communicate.

Number Of Landings – this is the number of elevator landings that this Elevator System has. It can be in the range (1:128).

Both Front and Rear – The elevator system may be defined to have only front entrances or to have both front and rear entrances.

Chosing a 52 landing system with Front only causes the system to generate two (2) IOModules. Each IOModule can define up to 32 landings. The names of the IOModules will indicate which landings are handled by a given module.

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Editing the defined IOModules

If you wish, you may change the names of the IOModules and of the individual landings.

Defining the IOGroup

Once the TKSupervisor and its IOModules have been defined, it is necessary to define an IOGroup. A single IOGroup can contain a mix of both ThyssenKrupp IOModules and Modbus IOModules, if necessary. All of the IOModules that are part of the TKSup should be included in the IOGroup.

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Associating a Reader Controller with the IOGroup

The defined IOGroup should be specified for the reader controllers that will be used to summon elevators and select destinations.

Associating Reader Controllers with ThyssenKrupp Entry Devices

The ThyssenKrupp Destination Dispatch System uses the terminology “Data Entry Device” for the unit that is used to call for an elevator. This may be as simple as a push button or as complex as an interactive screen console. For the ISONAS access control system to properly control the elevator system, there needs to be a one to one pairing of ISONAS reader controllers and ThyssenKrupp Data Entry Devices.

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Internally, when a user presents a credential to the ISONAS reader, the ISONAS system communicates with the ThyssenKrupp system to tell the elevator system which landings the person should be allowed to select. This information then needs to be used by the elevator system to enable the selection of the allowed landings from the specific Data Entry Device location. The recommended way to obtain an accurate list of the Data Entry Devices is to start the TKSup program that has been defined to communicate with the elevator system. As part of the initialization process, the ISONAS system will obtain the configuration of the data entry devices within the Destination Dispatch System. Once this configuration has been obtained you may view it and map DED units to Reader Controllers.

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Defining IOProfiles

You may then define IOProfiles for the IOGroup landings:

For each IOModule, the IOprofile(s) specifies a subset of landings which are available or prohibited.

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Assigning Permissions including Profiles

You then create a permission record with a profile specified. When that permission record is used to grant access, the IOProfile will be used to tell the ThyssenKrupp Destination Dispatch system which floors/landings should be made available.

Initializing Landing Access using Business Rules

You may initialize the state of an Elevator System using the Business Rules. Selecting a profile and a shift will cause the system to use the selected profile to initialize the elevator system at the beginning of the specified shift.

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Appendix D – Redundant and Overlapping Permissions

The system permits you to define redundant and overlapping permissions and correctly compiles and implements them. However, there are two problems that may be introduced if you have these in your configuration:

The compilation process will be less efficient and will require more time

The overall permission scheme will be more complex, making it more difficult for a person to understand and administer.

As an example, consider a hospital which has Nurses and Medicine cabinets. Here is the simplest permission scheme:

All nurses assigned to one people group

All cabinets assigned to one DoorGroup

NursesGroup has rights to CabinetGroup

A more granular permission scheme is to have separate groups of people with rights to separate sets of cabinets. With this scheme some nurses are assigned to one group and have rights to one cabinet, some are assigned to the other group and some are assigned to both people groups.

PeopleGroupA PeopleGroupA has rights to Cabinet 1

PeopleGroupB PeopelGroupB has rights to Cabinet 2

If there are lots of nurses who have rights to both it may be more convenient to create a group for the “both” case.

PeopleGroupA PeopleGroupA has rights to Cabinet 1

PeopleGroupB PeopelGroupB has rights to Cabinet 2

PeopleGroupAB PeopleGroupAB has rigthts to Cabinet1

PeopleGroupAB PeopleGroupAB has rights to Cabinet2

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A simplification of this structure is to create a DoorGroup

PeopleGroupA PeopleGroupA has rights to Cabinet 1

PeopleGroupB PeopelGroupB has rights to Cabinet 2

PeopleGroupAB Cabinet1 and Cabinet2 are in DoorGroup12

PeopleGroupAB has rigthts to DoorGroup12

Now consider what happens if a nurse is assigned to both PeopleGroupAB and PeopleGroupA. This creates two permissions that give the person the exact same rights to Cabinet. The Crystal Matrix system will accept this redundant permission definition and will process it correctly, but there will be two negative aspects to the situation:

1) The compile process will be less efficient and will require more time 2) The administration of the system will be more difficult. If at some future

time the nurse has a change of assignment and should no longer have the rights to Cabinet1 the administrator has to remember to delete them from both groups and add them in to PeopleGroupB.

The best practice in creating permissions is to plan the definition of PeopleGroups, DoorGroups and Permissions so that the overlap is minimized. Start with the business rules you want the system to implement. Identify large classes of people and doors that will be treated “the same” and define them as people groups and door groups. Then consider the smaller groups of people and doors and avoid having the doors more than one group.