User manual ACT ACTWINPRO

This manual refers to ACTWinPro Version 2.2 and above. Access Control Technologies Ltd. reserve the right to change the contents of this manual and the system it applies to without prior notice. While every effort has been taken by ACT to ensure the accuracy of the information contained within this document, ACT assumes no responsibility for any errors or omissions. No liability is assumed for damages resulting from the use of information contained within this document. Access Control Technology Unit C1, South City Business Centre, Tallaght, Dublin 24, Ireland. Tel: 353-1-4662570 UK LoCall: 0845 300 5204 Fax: 353-1-4520427 Web: www.accesscontrol.ie or www.actrl.co.uk E-mail: sales@accesscontrol.ie Copyright © 2006 Access Control Technology Ltd. INTRODUCTION ACTWinPro INTRODUCTION ..................................................................................................4 INSTALLATION....................................................................................................5 System Requirements .......................................................................................5 Installing ACTWinPro ........................................................................................7 Getting Started ..................................................................................................8 Create New Database ................................................................................8 Connect to controllers ..............................................................................11 Exploring ACTWinPro ......................................................................................13 Menu Navigation .............................................................................................14 Toolbars ..........................................................................................................17 Getting Help ....................................................................................................18 System Overview ..............................................................................................19 Connecting directly to one controller ...............................................................19 Connecting to more than one controller ..........................................................21 Adding Controllers...........................................................................................23 Add a new Door...............................................................................................25 Configuring Access Rights for a user ..............................................................26 Setting up Fire Doors ......................................................................................28 FILE MENU ........................................................................................................29 File New ..........................................................................................................30 File Open.........................................................................................................31 Connect ...........................................................................................................32 Disconnect ......................................................................................................32 Upload Command ...........................................................................................33 Download ........................................................................................................34 Print.................................................................................................................34 Print Preview ...................................................................................................34 DB Information ................................................................................................35 Export Command ............................................................................................36 Import Command.............................................................................................37 Exit ..................................................................................................................38 DATABASE MENU ............................................................................................39 Locations .........................................................................................................40 Location Name .........................................................................................40 Type of Connection ..................................................................................40 Comms Host PC name ............................................................................40 Comms Details.........................................................................................40 Controllers .......................................................................................................43 Controller Address ...................................................................................43 Enable ......................................................................................................43 Name .......................................................................................................44 Location....................................................................................................44 Type .........................................................................................................44 Outputs.....................................................................................................44 Page 1 Access Control Technology INTRODUCTION ACTWinPro Door 1 Outputs.........................................................................................44 Door 2 Outputs.........................................................................................45 Controller Options ....................................................................................45 Capabilities...............................................................................................47 Doors...............................................................................................................48 Door Number............................................................................................48 Enable ......................................................................................................48 Name .......................................................................................................48 Controller..................................................................................................48 Local Door Number ..................................................................................48 Timers ......................................................................................................49 Timed Actions ..........................................................................................50 AUX Relay Output....................................................................................51 Reporting..................................................................................................52 User View ........................................................................................................56 User Number............................................................................................56 First & Last Names...................................................................................56 Group .......................................................................................................56 Valid From & Valid To ..............................................................................56 Identification .............................................................................................56 Change PIN..............................................................................................57 Change Card............................................................................................57 User Tracking Icons .................................................................................57 Options.....................................................................................................58 User fields 1-10 ........................................................................................59 Photo ID ...................................................................................................59 Signature..................................................................................................59 User Group......................................................................................................60 Group Number .........................................................................................60 Group Name.............................................................................................60 Elevator Group .........................................................................................60 Disabled ...................................................................................................60 Options.....................................................................................................60 Default Card .............................................................................................62 DoorGroups.....................................................................................................63 Group Number .........................................................................................63 Group Name.............................................................................................63 Doors in Group.........................................................................................64 Doors not in Group...................................................................................64 Timezones.......................................................................................................65 Timezone Number....................................................................................65 Name .......................................................................................................65 Days .........................................................................................................65 Period.......................................................................................................66 Timezone .................................................................................................66 I/O Modules .....................................................................................................67 Page 2 Access Control Technology INTRODUCTION ACTWinPro Floor Groups ...................................................................................................69 Elevator Groups ..............................................................................................70 SYSTEM OPTIONS ............................................................................................71 System Options ...............................................................................................72 Doors .......................................................................................................72 Controllers Security..................................................................................74 Events ......................................................................................................75 Alarm/Colours Dialog ...............................................................................76 Database Access Rights ..........................................................................78 Challenge .................................................................................................80 Card Print Page........................................................................................81 SiteServer Page .......................................................................................83 Performance.............................................................................................83 Database Settings....................................................................................84 Program Settings .....................................................................................86 Installation ................................................................................................87 REPORTS ..........................................................................................................88 Recent Events .................................................................................................89 Event Analysis.................................................................................................90 User Tracking Report ......................................................................................92 Time and Attendance Report ..........................................................................95 User List Report ..............................................................................................98 Audit Trail Report ..........................................................................................100 View Report...................................................................................................102 TOOLS .............................................................................................................103 Card Manager ...............................................................................................104 Site Coded Cards...................................................................................104 Batch Cards ...........................................................................................105 Holidays ........................................................................................................107 Reset Muster List ..........................................................................................108 Enable /Disable Users...................................................................................109 Visitor Cards..................................................................................................110 Find/Delete Inactive Users ............................................................................111 Purge Log Events..........................................................................................112 Database Tool ...............................................................................................113 Registration ...................................................................................................114 CARD EDITOR .................................................................................................115 Design Example ............................................................................................116 Adding Images ..............................................................................................117 TROUBLESHOOTING .....................................................................................118 Cannot open Serial Port ................................................................................118 Cannot Connect to Location ..........................................................................118 Page 3 Access Control Technology INTRODUCTION ACTWinPro INTRODUCTION ACTWinPro brings the power of Access Control Technology's fully featured access control system to your desktop. This product allows full setup, configuration and monitoring of the ACT family of access control units. ACTWinPro is available in two flavours ­ a Lite version and a Pro version. Some features may only be available in the Pro version. This manual will guide you through the installation of ACTWinPro and take you through the setup procedure to get you up and running. ACTWinPro is a database application and it is very important that the database is properly backed up from time to time. ACTWinPro is an application that can grow as requirements expand. Numerous upgrade possibilities and modules are available. Check the ACT website www.accesscontrol.ie for up-to-date information on ACTWinPro. Page 4 Access Control Technology INSTALLATION ACTWinPro INSTALLATION System Requirements The system requirements for ACTWinPro are dependant on your access control system configuration and the amount of traffic generated by doors and controllers. Listed are several different `typical' configurations and the hardware and software requirements for those configurations. Common PC requirements are: 1. Colour SVGA monitor with at least 800x600 screen resolution 2. Mouse and keyboard 3. CDROM drive (required during installation only) 4. Free RS232 serial port or USB-RS232 adapter (for serial connections only) 5. Ethernet or FastEthernet LAN connection with TCP/IP protocol (100MBps preferable) (for LAN connections only) 6. Hardware modem (for modem connections only). ACTWinPro does not support software modems (e.g. PCI or USB WinModems) Configuration 1 ACTWinProLite or ACTWinPro in a single-client mode Number of client PCs : 1 Number of doors: Up to 30 Processor (CPU): Pentium II 400 MHz Memory (RAM): 64 Mbytes Free hard disk space: 20 Mbytes Operating system: Windows 98 Windows Me, Windows NT 4.0 with Service Pack 6a and Internet Explorer 5.0 or higher Windows 2000 with Service Pack 4 or higher Windows XP Professional or Home Windows Server 2003 Page 5 Access Control Technology INSTALLATION ACTWinPro Configuration 2 Medium-size installation ­ ACTWinPro only Number of client PCs: Up to 5 Number of doors: Up to 60 Processor (CPU): Pentium III 700 MHz Memory (RAM): 256 Mbytes Free hard disk space: 400 Mbytes Operating system: Windows NT 4.0 with Service Pack 6a and Internet Explorer 5.0 or higher Windows 2000 with Service Pack 4 or higher Windows XP Professional (Not Home Edition) Windows Server 2003 Configuration 3 Large-size installation ­ ACTWinPro Only Number of client PCs: Up to 10 Number of doors: Up to 1000 Processor (CPU): Pentium 4 2.4GHz Memory (RAM): 1Gbytes Free hard disk space: 1Gbytes Operating system: Windows 2000 with Service Pack 4 or higher Windows XP Professional (Not Home Edition) Windows Server 2003 MS SQL Server 2000 LAN: 100MBits For large installations ACT recommends using the commercial version of Microsoft SQL Server. Page 6 Access Control Technology INSTALLATION ACTWinPro Installing ACTWinPro ACTWinPro is designed to operate either on a standalone PC (ACTWinProLite) or in a network environment (ACTWinPro). Note: This application can only be used on PCs on which it has been installed. It cannot be copied from one PC to another. To install ACTWinPro, insert the CD into your computers CD driver. If Autoplay is enabled, the setup application will load automatically. To load setup manually, select the CD drive from Explorer and double click the SETUP.EXE file. The setup application will run the installation wizard and take you through the installation procedure. ACTWinPro users only After installation you have 30 days to register the application. Registration may be done over the Internet, via email or directly with ACT technical support (telephone 00 353 1 466 2570 or from UK LoCall 0845 300 5204). Page 7 Access Control Technology INSTALLATION ACTWinPro Getting Started After installation, ACTWinPro will be available as an icon in the desktop or under Programs. Double click on the icon to activate the program. Many installers don't use PCs in their day-to-day work. If you have never used a PC or are unfamiliar with navigating Windows explorer, then ACT recommends going on a PC training course followed by ACTs' in-house training course. To organize a training course, email ACT sales@accesscontrol.ie. If you are familiar with standard PC operation then using the ACT software is simple to use as long as you follow a few steps. The Help button on the application provides on-line help on any topic in ACTWinPro. Although, you may use ACTWinPro to configure your system, controllers and doors should already be connected to the PC before following the instructions in this manual. Create New Database ACTWinPro is a database driven application. A database must be created to store the information about doors, cardholders etc. From the File menu item, select New followed by Create. This will create a new database file. · · · Select the directory where the new database should be created, and type the new database name into the File name box. Select the Use Database Creation Wizard to set up the database using the Database Creation Wizard. The tick box is selected by default. Click on the Save button to create the new database. Wizard Step 1 Give the site a relevant name and enter the total number of controllers (ACT3000, ACT2000 and ACT1000). Enter the total number of users on the system. Page 8 Access Control Technology INSTALLATION ACTWinPro Wizard Step 2 Give each controller a relevant name (usually its location) and select the type of controller. Enter the number of doors on the controller. If more than one controller is on the site, then Step 2 will repeat for each controller. The first controller that appears in this step should be set to address 1 on the controller, second controller set to address 2 etc. Wizard Step 3 Enter the relevant communications parameters. See Locations View section for more details. Page 9 Access Control Technology INSTALLATION ACTWinPro Wizard Step 4 This is the final step. Tick the first checkbox to automatically backup the database when the program exits (recommended). Select the second checkbox if a site code or batch cards are required for user cards. The Card Manager dialog will be displayed. The last option allows you connect to the controller(s) immediately or go to Location view and edit your communication settings if desired. Page 10 Access Control Technology INSTALLATION ACTWinPro Connect to controllers Connect to the controllers and doors and ensure that the doors report online in the system tree. Events as they occur on the doors will be displayed in events view. The system tree is an overall view of the controllers and doors on the system. It is displayed on the left side of the ACTWinPro screen in most views. When offline, the tree shows the physical configuration of the system indicating which doors are connected to which controllers. In addition, when online, the tree gives a visual indication of the current status of each controller and door. Standard Icons (Offline) Database No database Normal door Normal controller Orphaned doors Modem locations Database has been opened Database has not been opened. Door defined correctly Controller defined correctly Doors with incorrect definitions Remote modem locations Status Icons (Online) Controller online Controller offline Controller disabled Page 11 Controller online and responding Controller is not responding Controller is disabled in database Access Control Technology INSTALLATION ACTWinPro Door online (closed) Door is responding and closed Door online (open) Door is responding and open Door unlocked (closed) Door is closed, relay is active Door unlocked (open) Door is open, relay is active Door reject (closed) Door is closed, card rejected Door reject (open) Door is open, card rejected Door offline Door is not responding Door disabled Door is disabled in database Door fault Door has mains fault, lid tamper open etc. Holding the mouse over the door will display a complete list of faults. The system is now configured and ready for use. Page 12 Access Control Technology EXPLORING ACTWIN ACTWinPro Exploring ACTWinPro This section describes the ACTWinPro user interface. A guide is given to these different features: Menu Navigation Toolbars and icons Getting Help System Overview Page 13 Access Control Technology EXPLORING ACTWIN ACTWinPro Menu Navigation ACTWinPro follows the normal Windows standard of allowing you to select from a choice of options displayed along the top of the screen. Clicking each option then displays a further series of options underneath. Clicking on the highlighted option displays the feature selected. Each main section covers the following topics. File The following options are available in this menu: New Creates a new ACTWinPro database Open Opens an existing ACTWinPro database Logout/Close Logout from exiting ACTWinPro database Connect Connects to the access control system Disconnect Disconnects from the access control system Upload Uploads database from controllers Download ... Downloads current database to access control system Print Prints the current report Print Preview Displays the current report as it will be printed DB Info ... Displays information on the current database Export Export user information into csv file Import Import user information from csv file Exit Exits from ACTWinPro View Toolbar Status bar Refresh Options Database This menu selects the database view to be shown in the main ACTWinPro screen. Locations Controllers Users User Groups Doors Door Groups I/O Modules Floor Groups Displays the location database view Displays the controller database view Displays the user database view Displays the user group database view Displays the door database view Displays the door group database view Displays the I/O module database view Displays the Floor Group database view Select which toolbars are to be displayed Enable/Disable status bar at the bottom of screen Update the screen with new information Configure system options Page 14 Access Control Technology EXPLORING ACTWIN Elevator Groups Timezones Sites ACTWinPro Displays the Elevator Group database view Displays the timezone database view Displays the Site database view (MultiTenant Only) Record This menu allows record navigation and processing in a database view. First Record Prev Record Next Record Last Record New Delete Accept Search Copy Moves directly to the first record in the list Moves to the previous record in the list Moves to the next record in the list Moves directly to the last record in the list Creates a new record Deletes the current record Accepts changes to the current record Searches for a specific record Copies or creates a range of records from current Reports This menu selects the report view that is shown in the main ACTWinPro screen. Recent Events Event Analysis User Tracking Time & Attendance User List Audit Trails Holidays View Report Displays the live event view Displays the event analysis report view Displays the user tracking report view Displays the time and attendance report view Displays the tabular user list Displays the audit trail Displays holidays Displays a tabular report of information in current view Tools This menu allows the selection of some helpful tools. Card Manager Determines which cards are used on the system Holidays Configure Holidays Reset Muster List Resets the muster list: logs all users out of the system Enable/Disable Users Allows a range of users to be quickly enabled or disabled Visitor Cards Enables or Disables users marked as Visitors Find/Delete Inactive Users Find or Delete users that have not used the system Purge Log Events Allows older events to be deleted from the log Database Backup or restore database. Card Editor Edit card templates Program Registration Register Program (Professional Edition Only) Page 15 Access Control Technology EXPLORING ACTWIN ACTWinPro Help This menu contains the following commands Contents Displays the table of contents for ACTWinPro online help Item Help Display help for buttons, menus and windows About ACTWinPro Displays a dialog showing the current software version Page 16 Access Control Technology EXPLORING ACTWIN ACTWinPro Toolbars The toolbar is normally displayed across the top of the application window, below the menu bar. The toolbar provides quick mouse access to many tools used in ACTWinPro. To hide or display the toolbar, choose Toolbar from the View menu. To alter the position of the toolbar, use the mouse to drag it to its required location. File & Printing Open Print Item Help Opens an existing ACTWINPRO database Prints the current report Displays context sensitive help on an item Connection Connect Disconnect Download Connects to the access control system Disconnects from the access control system Downloads the database to the access control system Record Navigation First Record Prev Record Next Record Last Record Search Copy New Delete Accept Moves directly to the first record in the list Moves to the previous record in the list Moves to the next record in the list Moves directly to the last record in the list Searches for a specific record Copies or creates a range of records from current Creates a new record Deletes the current record Immediately saves the current record Reporting Page 17 Access Control Technology EXPLORING ACTWIN ACTWinPro Recent Events Event Analysis User Tracking Time & Attendance View Selection Users Doors Controllers User Groups Door Groups Timezones Holidays Report Card Manager Card Editor Displays the live event view Displays the event analysis report view Displays the user tracking report view Displays the time and attendance report view Displays the user database view Displays the door database view Displays the controller database view Displays the user group database view Displays the door group database view Displays the timezone database view Displays the holiday database view Displays report format for current view Displays the card manager dialog Allows Card Templates to be edited Getting Help ACTWinPro is a fully featured system with great flexibility in how it is configured. More information is provided in the comprehensive Help facility. Selecting Help, then Contents will display the standard Windows help dialog. Page 18 Access Control Technology EXPLORING ACTWIN ACTWinPro System Overview ACTWinPro is a database driven application that communicates directly with the ACT family of access controllers. Each database item is viewable from the Database menu option. Database records are added, deleted etc. from the Records menu option or from the toolbar. If a change is made to the database, the change must be sent to the connected controllers. This is done by downloading the database to the controllers. If ACTWinPro is already on-line, database changes are automatically sent to the controllers. The controllers must be connected to a PC which will communicate information stored in the database to the controllers. It will also retrieve log and status events to update the PC display. Doors are assigned to controllers and controllers are assigned to locations. The doors and controller numbers must match the numbers assigned to the physical door stations and controller units during installation. Users or cardholders are assigned a user group. The user group consists of timezones and doorgroup combinations. These combinations determine which doors the user is allowed through and at what times. Connecting directly to one controller Connect the direct connect cable to the connector marked SERIAL/PRINTER RX/TX/0V of the controller, which is then connected to the serial port (usually COM1) of the PC. Page 19 Access Control Technology EXPLORING ACTWIN ACTWinPro From the Installer Menu (default code 999999) on the ACT controller, do the following: 1. Factory Default the controller. 2. Go to the Communications menu and Set Address to 1. 3. Set Direct Connect to Yes. 4. Connect the controller(s) to the PC. 5. From ACTWinPro, configure a new database. 6. Follow the database creation wizard. 7. Ensure that Comms is set up correctly. In ACTWinPro, set the correct parameters in the Locations View. They are serial port number (usually COM1), interface type (RS232) and normal speed (9600BPS). 8. Click the connect button. Page 20 Access Control Technology EXPLORING ACTWIN ACTWinPro Connecting to more than one controller An RS-485 interface module is required when you want to control a system with more than one ACT controller. Connect the RS-485 interface module to the NETWORK connector of the controller and also to a serial port (usually COM1) of the PC. From the Installer Menu at each controller on the network, do the following: 2. Go to the Communications menu and Set Address. Assign each controller a unique address, starting at 1. 3. Set Direct Connect to No. 4. Connect the controller(s) to the PC. 5. From ACTWinPro, configure a new database. 6. Follow the database creation wizard. Page 21 Access Control Technology EXPLORING ACTWIN ACTWinPro 7. Ensure that Comms is set up correctly. From ACTWinPro, set the correct parameters in the Locations View . Usual configuration settings are COM1, RS485 Automatic Interface, normal speed (9600BPS). 8. Click the connect button. Page 22 Access Control Technology EXPLORING ACTWIN ACTWinPro Adding Controllers Use the Controllers command in the Database menu, or click on the controller icon screen. on the toolbar to select the controller view in the main ACTWinPro Use the New command in the Record menu, or click on the new icon on the toolbar to create a new controller record. The controller number will be selected automatically. This is also the address of the controller on the network. If a different controller number is required, then it should be changed at this point. The name of the new controller should be entered in the Name field. The controller type should be selected from the Type dropdown list. This will allow ACTWinPro to make assumptions about the capability of the controller and its doors. The capability list will change to reflect the selected controller type. Page 23 Access Control Technology EXPLORING ACTWIN ACTWinPro The controller location should be selected in the Location drop-down list. If the controller has been already installed, then it should be enabled now by checking the Enable box. Any other desired options may be configured as appropriate, and the new record should be saved by using the Accept command in the Record Menu or by clicking on the accept icon on the toolbar. The controller will be displayed in the system tree on the left hand side. Page 24 Access Control Technology EXPLORING ACTWIN ACTWinPro Add a new Door Use the Doors command in the Database menu, or click on the door icon the toolbar to select the door view in the main ACTWinPro screen. on Use the New command in the Record menu, or click on the new icon on the toolbar to create a new door record. The door number will be selected automatically. If a different door number is required, then it should be changed at this point. The name of the new door should be entered in the Name field. The controller to which the new door belongs should be selected from the Controller drop-down list. The Local Address of the door should be set. This is the number of the door on the individual controller. For example, a door on an ACT1000 would always be given address 1, but on an ACT2000 or ACT3000, the local address could be up to 16 for doors connected via door stations. If the door has been already installed, then it can be enabled now by checking the Enable box. Any other desired settings may be configured as appropriate, and the new record should be saved by using the Accept command in the Record Menu or by clicking on the accept icon on the toolbar. The door will appear under its controller in the System Tree on the left. Page 25 Access Control Technology EXPLORING ACTWIN ACTWinPro Configuring Access Rights for a user 1. Go to the Timezones View and set up a valid timezone for the user. These are the times that the user is allowed access. For example for Weekdays, click on Monday to Friday, enter the From and To time period and click Add. and configure a doorgroup that has the doors 2. Go to the Doorgroup View that the user is allowed through. Select each door on the left-hand-side and click on the button to move the door to the right-hand-side. Page 26 Access Control Technology EXPLORING ACTWIN ACTWinPro 3. Set up the User Group to which the user will belong. In the Access Rights dialog box add the timezone and doorgroup configured in Steps 1 and 2. (Remember to remove 24Hour and All Doors from the Access Rights). More Timezone/Doorgroup combinations may be added by repeating Steps 1,2 and 3. 4. Assign the User group to the user in the Users view. ACT recommends that the names of the timezones and doorgroups be kept the same as the user group. For example, the Staff usergroup should have a Staff timezone and a Staff doorgroup. Similarly for Managers, Cleaners, Production etc. This will make ACTWinPro maintenance easier. Page 27 Access Control Technology EXPLORING ACTWIN ACTWinPro Setting up Fire Doors There is normally dry relay contact on the fire panel, which switches on in the event of fire activation. This relay should be connected to the ACT2000/3000 controllers' AUX input on door 1. This must be normally closed. If you are using more than one ACT controller, you must wire the normally closed - going open contact of the fire panel into the AUX input on Door 1 of each controller. Fire doors are configured under View-Options-Doors. Fire override doors This selects a door group that defines the doors that are opened automatically via an input from the fire alarm system. In practice, this input is brought separately to each controller that is then responsible for opening any of its doors that have been defined in this group. Page 28 Access Control Technology FILE MENU ACTWinPro FILE MENU The file menu is where new databases are created and downloaded to controllers. This section describes all the options of the menu. Page 29 Access Control Technology FILE MENU ACTWinPro File New This option allows a new ACTWinPro database to be created. The new database will have default values for system settings and will contain no users, doors or controllers etc. The following dialog is displayed. The directory where the new database will be created may be selected using the directory navigation buttons. The name of the new database should be typed into the File name box. Pressing the Save button will create and load the new database. This will close any currently loaded database. If a database of the same name already exists, then a dialog will be displayed giving the option of overwriting the original one. Select the Use Database Creation Wizard to set up the database using the Database Creation Wizard. The tick box is selected by default. Page 30 Access Control Technology FILE MENU ACTWinPro File Open This allows an existing ACTWinPro database to be opened. The following dialog is displayed: The database file may be located using the directory navigation buttons or by typing the database name into the File name box. Clicking on the Open button will attempt to load the database. This will close any currently loaded database. If the database was generated by an older version of ACTWinPro, then the Convert Database dialog may be displayed allowing it to be converted to a newer format. Page 31 Access Control Technology FILE MENU ACTWinPro Connect This option connects to the access control system. If the system has only one Location then an immediate connection is made to all controllers on the network. If the system has several Locations then the following dialog is displayed to allow selection of which Location to connect to: Disconnect This selection disconnects the PC from the site (or sites). This must be done prior to exiting the program. If a download is in progress, the following dialog is displayed for confirmation: Page 32 Access Control Technology FILE MENU ACTWinPro Upload Command This command uploads information from the online controllers and loads into the current database. This command should only be used on sites where there is no existing database. The database should be created and populated with the controllers on the system. Connect to the controllers and ensure all are online. Clicking upload will start ACTWinPro uploading all the information from the controllers into the database. There are some limitations on upload as not all information is stored in the controllers: 1. Door group names will have to be re-entered. 2. Names of users and doors are only uploaded if they are in the controllers. 3. User fields are not uploaded. 4. Time and Attendance logs are not uploaded. 5. View->Options settings are not uploaded. 6. For the ACT1000 only a limited amount is uploaded i.e. user names, pins and card-numbers and door information. Page 33 Access Control Technology FILE MENU ACTWinPro Download On a networked system, the database is transmitted to each controller on the system. On a direct connect system; the database is transmitted to the controller that is currently connected. The following dialog is displayed to show the progress of the download: Important Note When downloading, ACTWinPro returns each controller to its factory default state. It then downloads all relevant information from the database to that controller. Normal operation of the controller may be temporarily interrupted during the download. Closing ACTWinPro during a download or cancelling the download could leave a controller in an indeterminate state. Doing a full download is only required if changes have been made to the database while offline or not connected to controllers. Print The system print dialog is displayed to select and configure the printer. The number of pages to print may be selected, as well as the number of copies to generate. Print Preview This command displays the current log query results as they would appear when printed. Page 34 Access Control Technology FILE MENU ACTWinPro DB Information The database information dialog displays useful information about the currently opened database. Pressing the Refresh button will update the display. Database: Installation Created Database Type Size Data Version Location of the current database file Installation name Creation time and data MS SQL Server or MS Jet Engine (MS Access) Size of the database file in bytes. ACTWinPro database format version Users Doors Controllers Log records Audit records User groups Door groups Timezones Card batches Photographs Number of user records created Number of doors configured Number of controllers configured Number of stored log events Number of events stored in audit trail Number of user groups created Number of door groups created Number of timezones configured Number of card batches configured Number of photographs stored in database Page 35 Access Control Technology FILE MENU ACTWinPro Export Command This command exports information to an external file. (Only available when a database is opened) The export command writes user information to an external file. The file is in standard comma separated value (CSV) format. Most spreadsheet or database programs can accept files in this format. However, different spreadsheet or database programs may require different field separators. ACTWinPro provides semi-colon, comma or tab as field's separators. It also allows quotes to be used to surround text fields. The default settings are commonly used for most popular spreadsheet applications. The first row of the file contains field headings. The following fields are defined: UserNumber,"FirstName","Surname",CardNumber,BatchCard, PIN, UserGroup,"UserField1","UserField2","UserField3" ,"UserField4" ,"UserField5" ,"UserField6" ,"UserField7" ,"UserField8" ,"UserField9" ,"UserField10" The export command will also export the results of any reports displayed on the screen. Reports may be run for users, doors, controllers, timezones etc. Page 36 Access Control Technology FILE MENU ACTWinPro Import Command This command imports user information from an external file. (Only available when a database is opened) The import command takes user information generated externally and generates (or changes) user records accordingly. The file is in standard comma separated value (CSV) format. Most spreadsheet or database programs can generate files in this format. The following format is accepted: UserNumber,"FirstName","Surname",CardNumber,BatchCard,PIN,UserGroup,"U serField1","UserField2","UserField3" ,"UserField4" ,"UserField5" ,"UserField6" ,"UserField7" ,"UserField8" ,"UserField9" ,"UserField10" First three fields are mandatory. First row of the file is ignored. User number can be from 1 to 65000. Maximal length of text fields is 32 characters Page 37 Access Control Technology FILE MENU ACTWinPro Exit If a download is in progress, the following dialog will be displayed to confirm exit. If ACTWinPro is currently online, the following dialog will be displayed. You must disconnect first by clicking the disconnect button. Page 38 Access Control Technology DATABASE MENU ACTWinPro DATABASE MENU The database menu is used to view and configure the items in the database. This menu is used to configure controllers, doors, users etc. Each item in the database menu is covered in this section. Page 39 Access Control Technology DATABASE MENU ACTWinPro Locations ACTWinPro can manage multiple locations or sites. Use this view to configure each location. Location Name Give each location a sensible name e.g. Main Building etc. Type of Connection Specify the type of connection from the PC to the ACT controllers. This may be Serial port where the PC is connected directly to the controllers or is connected using a RS485 interface. Modem or TCP/IP connections are the other options. Comms Host PC name (not available in ACTWinPro Lite) For serial and modem locations specify the name of the PC, which is connected to the controller(s) or modem. For TCP/IP locations any PC on the network can act as Communications Host PC. A list of PCs that are connected to the LAN should appear in the drop down box. If not, check your network connection or contact your IT administrator. Comms Details RS232 Direct Connection Page 40 Access Control Technology DATABASE MENU ACTWinPro Check this box if connecting directly to a single controller using a simple RS232 serial lead. The maximum distance for direct connection is 30m. RS485 Network ­ 4 Line Interface Check this box if connecting to one or more controllers through a multidrop RS485 network using the ACT supplied 4 line RS485 interface or a third party interface that uses RTS direction control. RS485 Network ­ Automatic Interface Check this box if connecting to one or more controllers through a multidrop RS485 network using the ACT supplied automatic RS485 interface or a third party interface that uses automatic direction control. Port The serial communications port to which the access control system is connected should be selected. On most machines this will be COM1 or COM2 but more devices may be present. Speed Fast 19200bps Select this if you are using control equipment that supports fast communications. This speed setting must also be set on the controller(s). Normal 9600bps This speed setting is default for most normal ACT controllers. Dial-up Modem This drop down box gives a list of the modems available from the PC. (The Type of connection must be specified as Modem). Make sure a modem is selected here if remote sites are required. Modems suitable for ACTWinPro and the controllers are available from ACT. TCP/IP Details Leave the settings as default (IP Port number 10001). IP Address Specify the IP address or the DNS name of the ACT LAN interface device or ACT3000. Ask your installer or IT Administrator if you are not sure. Encryption Key An Encryption key consisting of a 10-digit number may be programmed into the ACTWinPro to prevent unauthorized access to the controllers. Ensure this Encryption key matches the Password programmed into the controllers. Encryption is available only for modem or TCP/IP locations. Location Status Page 41 Access Control Technology DATABASE MENU ACTWinPro In this window you can see current location status. It can be in use (online) or not in use (offline). You can press the Refresh button to refresh the status if you made any changes to the database. Page 42 Access Control Technology DATABASE MENU ACTWinPro Controllers The controller view is a window into the controller information stored in the ACTWinPro database. It is only accessible when the system is offline. Using the record navigation buttons on the Toolbar or the Record menu, individual controllers may be selected and viewed. Controller Address The controller address is a unique number between 1 and 250. It is the address of the controller and should correspond to the address programmed into the controller itself. It is also the record number of the controller in the ACTWinPro database. The field is usually read-only; it may be altered only when creating a new record. Enable The enable box should be checked to indicate that the controller is live on the system and is capable of communication. Page 43 Access Control Technology DATABASE MENU ACTWinPro Name The Name field is a textual description of the controller. This will be displayed in logged events and in the system tree for identification purposes. A single controller may control several doors, so it is usual for the name to indicate the physical location of the controlled doors, i.e. "First Floor". The name may be up to 32 characters in length. Location The location field is a drop-down box which shows all the possible locations for the controller. The controller can be connected directly to the PC or may be connected remotely via modem or TCP/IP LAN. Type The type field is a drop-down box which is used to indicate the hardware type of the controller, e.g. ACT1000 or ACT2000 or ACT3000. ACTWinPro used this information when downloading information as different controllers may have different features and capabilities. Outputs Normally the operation of the OP2, OP3 and AUX outputs on a controller are governed by the settings for the onboard door(s) and also by the options of users or groups of users. However, on an ACT2000 or ACT3000 controller, the Output Options allow one or more of these outputs to be configured for other purposes. The controller output options allow the onboard OP2, OP3 and AUX outputs on a multi-door controller to perform different functions to those normally programmed by the door or user settings. Door 1 Outputs AUX for all doors When this option is selected, the AUX output on door 1 operates if the AUX output for any of the doors connected to the controller is active. OP2 = Tech fault When this option is selected, the AUX output on door 1 operates if a technical fault condition exists. Technical faults include mains faults, tampers or doors offline. Page 44 Access Control Technology DATABASE MENU ACTWinPro OP3 = Any door open When this option is selected, the OP3 output on door 1 operates if any of the doors connected to the controller are open. Door 2 Outputs AUX = Users present When this option is selected, the AUX output on door 2 operates while one or more users are within the antipassback or perimeter area (if configured). The output activates immediately a user enters the defined area, and de-activates when all users have exited. The deactivation of the output will be postponed by the period of time defined by the delay timer. This may be used (for example) to switch off lighting when no users are present, or to indicate to an alarm system that it is clear to arm. OP2 = User Limit A When this option is selected, the OP2 output on door 2 operates when the number of users within the antipassback or perimeter area reaches or exceeds the pre-programmed limit A in the Doors property page. OP3 = User Limit B When this option is selected, the OP3 output on door 2 operates when the number of users within the antipassback or perimeter area reaches or exceeds the pre-programmed limit B in the Doors property page. Note that the user counting outputs operate on an individual controller basis. Only one area per controller (perimeter OR antipassback) may be defined. To have multiple independent areas, use more than one multi-door controller. Controller Options The controller options are a set of hardware specific options used to modify the behaviour of the door controller. Some or all options may be unavailable or ignored on controllers that do not explicitly support them. Keypad sound This option instructs the controller to make a small audible beep for confirmation whenever a key is pressed. This option is enabled by default. Show status Page 45 Access Control Technology DATABASE MENU ACTWinPro This option instructs the controller to show the current status of each door on its LCD display. Normally when all doors are closed, the display shows only the current date and time. When the status of a door changes, it will be shown periodically on the display until it reverts to normal. This option is enabled by default. Show events This option instructs the controller to show all events on its LCD display as they occur. The event is displayed for 2 seconds or until superseded by another event. This option is enabled by default. Log to local printer This option instructs the controller to log events to a locally connected serial printer as they occur. The events that are logged may be defined in the Event Options Page. Printer handshake Normally information is transmitted to a locally connected serial printer on a "fireand-forget" basis. This enables the use of a very simple serial cable (TX and 0V only) that is suitable for most printers. The printer handshake option requires the use of an additional ready signal into the RX pin of the controller and suspends printing when the printer is disconnected or is out of paper. However the location and availability of such a signal may vary according to the make and model of printer used, so it is not enabled by default. Keypad release On an ACT1000 controller, this option allows the use of the "yes" button on the keypad as a request-to-exit (egress) switch. Typically this is used when the controller is placed adjacent to the door, removing the need for an external switch. External PINpad On an ACT1000 controller, the controller's onboard keypad is used by default for PIN Only and PIN & Swipe operation. This option instructs the controller to activate an external keypad (ACT20) whenever a PIN is required. Note that in PIN only operation, the X key must be pressed to activate an external keypad before entering a PIN. Auxiliary Door On some versions of ACT1000 controller, it is possible to use a second reader to control an additional door. The second reader is configured as normal for an exit reader. When this option is set, instead of firing the normal door relay in response to a read on the second reader, the controller fires the open collector output OP2. An external relay may be connected to this output to control the additional door. Page 46 Access Control Technology DATABASE MENU ACTWinPro Tech Fault Bleeps This option instructs the controller to bleep periodically if a technical fault condition exists. Technical faults include mains faults, tampers and doors offline. User Limiting When the number of users inside the perimeter area is equal to the maximum of either User Limit A or User Limit B then prevent any more users from entering. The user limits are configured in View->Options->Doors. Capabilities The capabilities list box gives an indication of the hardware capability of this particular controller. The contents will change according to the value of the type field. It is important that the correct controller type be selected initially as otherwise certain controller features may not be available. Page 47 Access Control Technology DATABASE MENU ACTWinPro Doors The door view is a window into the door information stored in the ACTWinPro database. It is only accessible when the system is offline. Using the record navigation buttons on the toolbar or the Record menu, individual doors may be selected and viewed. Door Number The door number is a unique number between 1 and 2000. It is the record number of the door in the ACTWinPro database. The field is usually read-only; it may be altered only when creating a new record. Enable The enable box should be checked to indicate that the door is live on the system and is capable of processing card events. Name The Name field is a textual description of the door. This will be displayed in logged events and in the system tree for identification purposes. It is normal for the name to indicate the physical location of the controlled door, i.e. "Main Entrance". Although the name may be up to 32 characters in length, only the first 16 characters will be visible locally on the door controller LCD. Controller The controller field is a drop down box indicating the controller to which the door belongs. The list box will contain the names of all controllers that have been defined on the system. If the Controller field is not set, the door will appear as an orphan door on the System Tree and will not be brought on-line. Local Door Number The local door number is the number of the door on its controller. For a single door controller, this should always be set to one, but on an ACT2000/ACT3000 would be set to one or two for onboard doors, and from three to sixteen for doors connected via door stations. If the local door number is incorrectly set, the door will appear as an orphan door on the System Tree and will not be brought online. Page 48 Access Control Technology