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C-Cure 9000 Administration Station User’s Manual
For Farmers Insurance Security Operations
Lead Officer W. Kelly
User’s Manual
1 
C-Cure 9000 Administration Station
User’s Manual
For Farmers Insurance Security Operations
C-Cure 9000 provides security with the means to control, monitor, and adjust access to buildings
connected to the system. As a security professional utilizing this system you must know the functions and
procedures required to make this layer of security work for yourself and the client.
Opening C-Cure 9000
1. Locate the Citrix Shortcut on the desktop of the computer you are operating.
2. Double Click this Icon to open the Citrix Logon Page
User’s Manual
2 
3. Input the Username and password assigned to the computer.
4. Click the Logon button.
PLACE THE POST USERNAME AND PASSWORD IN THE SPACE PROVIDED BELOW
USER NAME: __________________________
PASSWORD: ___________________________
This will bring up the following screen.
User’s Manual
3 
5. Select The Admin Icon
6. Select the Monitor Icon
This will cause the following windows to load onto the screen(s).
This is the Administration Window This is the Monitoring Window
These are the screens through which you will interact with the C-Cure 9000 system while on duty.
User’s Manual
4 
The following instructions in this manual will cover the proper operation of both windows and how each is
used in the performance of your duties.
Navigating in C•CURE 9000 Administration Station
Using the Navigation Pane
Use the Navigation pane to access objects and information available in the C•CURE 9000
Administration Station.
In the Navigation pane, you can select objects currently available in the system, access various
editors that allow you to quickly add hardware and configure new objects, search for current and
historical information about your system and site, and change the appearance of the Navigation
pane.
User’s Manual
5 
Hiding the Navigation Pane
In some instances, you may want to hide the Navigation pane so that you can use the entire
computer screen to view an editor or information in the Display pane. To gain additional viewing
area, you can use Auto Hide to temporarily hide the Navigation pane.
To Temporarily Hide the Navigation Pane
In the Navigation pane, click the Auto Hide icon:
The Auto Hide icon reverses direction and the Navigation pane retracts to the left side of the
C•CURE 9000 window. A navigation tab remains visible on the left side of the window so you
can open it without the function buttons and use its search capabilities.
■ To display the Navigation pane with the function buttons, click the Auto Hide icon . The
icon reverses direction and opens the Navigation pane.
■ To display only the Navigation pane, without the function buttons, click in the tab area (the
collapsed pane) on the left.
User’s Manual
6 
Finding Objects in the Administration Station
There are several ways to find objects in the Administration Station. See table for a description.
The Options & Tools pane does not provide a search function. The Hardware and Video panes
provide the Search function on a separate tab.
User’s Manual
7 
Managing the Function Buttons
You can change the way that function buttons appear in the Administration Station. By default,
the function buttons appear as accordion tabs in the Navigation pane. C•CURE 9000 provides
settings that let you arrange or hide the buttons as needed.
Example:
To better view a large hardware tree, you may choose to hide some or all of the function buttons
you are not accessing at the time.
You can do any of the following:
■ Show more or fewer buttons
■ Change the order in which the buttons appear
■ Add or remove buttons
To Show More or Fewer Buttons
1. In the Navigation tray at the bottom of the Navigation pane, click the configure icon:
2. From the pop-up menu, select one of the following:
• Show More Buttons
• Show Fewer Buttons
When you show fewer buttons, buttons are hidden sequentially from the bottom of the stack, and
are displayed as icons in the Navigation tray. When you show more buttons, all hidden buttons
are displayed in the Navigation pane.
User’s Manual
8 
To Change the Order in Which the Buttons Appear
1.
In the Navigation tray at the bottom of the Navigation pane, click the configure icon:
2. From the pop-up menu, select Navigation Pane Options. The Navigation Pane Options dialog
box displays. The dialog box lists the current button display sequence, from top to bottom.
Only buttons currently visible in the Navigation pane are selected.
Use the vertical scroll bar to view all of the options and then select the button you want to move,
and do either of the following:
• To move the button up, click Move Up.
• To move the button down, click Move Down.
3. Click OK.
User’s Manual
9 
To Add or Remove Buttons
1.
In the Navigation tray at the bottom of the Navigation pane, click the configure icon:
2. From the pop-up menu, select Add or Remove Buttons.
A menu displays the list of function buttons. The icons representing visible buttons are
highlighted.
Menu for Adding or Removing Buttons
3. Do one of the following:
• To add a button, click the button you want to add.
• To remove a button, click the button you want to remove.
Adding a button displays the button in the Navigation pane. Removing a button removes it from
the Navigation pane. In addition the removed button icon does not display in the Navigation tray.
NOTE You can also add a button to, or remove a button from, the Navigation Pane by selecting
or deselecting the check box in the Navigation Pane Options dialog box.
User’s Manual
10 
Looking up Personnel on C-Cure 9000 Administration Station
How to Look Up a Name
To locate the personnel record of an individual entered into
C-Cure 9000 you must select the Personnel Tab located at the
bottom of the Navigation Pane.
1. Click on the Personnel Tab on the Navigation Pane.
2. Enter the persons First Name and Last Name
where indicated on the Navigation Pane.
3. Press on the keyboard, or click the
Quick button on the Navigation Pane.
If you do not know the correct spelling of the name use the first
initial and the last name, or the first name and last initial. This
will bring up all persons that fall in the parameters queried.
Locate the name of the individual record by sorting through the
names listed through this method.
Name Query Example
Personnel Tab on Navigation Pane
User’s Manual
11 
How to Sort a List of Names
Once you have a list of names you can now look up an individual contained on the list.
There are multiple ways to sort the list to assist you in locating the person you are looking for.
At the top of the Personnel Query Tab are sorting fields by which you can sort the results of your
search. By selecting one of these options you can filter your results to better aid in finding the
person in a list.
Generally the only two used on a
regular basis will be :
First Name or Last Name for
general lookup of personel.
Clicking on the bar will initially
sort from A-Z clicking an
additional time will switch it to Z-A.
Select a Personnel Record
Once you locate the person tou are trying to look up, select their information pane by double-
clicking the row with their name. This will bring up their Personnel Record Pane.
User’s Manual
12 
Personnel Record Pane
Views
There are three views for the Personnel Record Pane, Portrait in Header. Farmers Personnel
Edit, and Default Personnel Edit views.
Portrait in Header
Changing Views
To change the view you are looking at when you open a Personnel Record Pane select the view you desire
by changing the Current View located at the top of the pane.
Farmers Personnel Edit
Default Personnel Edit
User’s Manual
13 
Personnel Record Pane Fields
Main Fields
1. First Name
2. Middle Name
3. Last Name
4. Object ID (Non-Changeable)
5. Partition (Non-Changeable)
6. Email Address
11.
2.
3.
4.
5.
6.
User’s Manual
14 
Personnel Record Tabs
The Personnel Record Pane has multiple tabs that provide additional information regarding the
individual that has been queried.
Those tabs are as follows:
In the following sections each of the tabs above will be explored in depth regarding the use and function of
the main elements of each tab.
These tabs store information that is tied to the entry badges employees use to gain access to the buildings
and controlled access points that they have permission to enter. Often you will need to access this
information when an employee loses or forgets their badge.
There are some tabs that will be skipped as their function exceeds the needs of security personnel in their
daily functions. Should you feel you need additional training or information, speak to your supervisor to
verify that you need the additional information to do your job.
User’s Manual
15 
General Tab
General Fields
Personnel Type ● Operator Name
Personnel Type- Identifies the type of employee or contractor the individual has been identified within
the C-Cure 9000 Administrative Station. To open this selection click the button next to Personnel
Type. This will open the Name Selection Pane where any changes to the Personnel Type can be
changed. LEAD OFFICER or ACCOUNT MANAGER ONLY with AUTHORIZATION
User’s Manual
16 
Operator Name – Selecting Operator Name identifies those individuals authorized to make changes
in the C-Cure 9000 Administrative Station. To open this selection click the button next to Operator
Name, then select the authorized authority name from the list provided. LEAD OFFICER or ACCOUNT
MANAGER ONLY with AUTHORIZATION
Main Selection Fields
Options ● Escort Options ● PIN ● Modification History
Options
The Options panel provides
a way to choose certain
options for the personnel to
either be included or
exempted from activated
triggers that will change the
functionality of their badge.
These should only be
changed by the Account
Manager or Corporate
Security.
User’s Manual
17 
Escort Options
There are four Escort Options for personnel. They are as follows:
 None
 Unescorted Visitor
 Escorted Visitor
 Escort
These should only be changed by the Account Manager or Corporate Security.
PIN
The PIN panel is where the 4 digit code assigned to the personnel is located.
These should only be changed by the Account Manager or Corporate Security.
User’s Manual
18 
Modification History
Identifies the date and time of the last modification to the personnel record as well as the person who
completed the modification.
Credentials Tab
The Credential tab is made up of two panes. The Credential pane and the Tab pane.
Credential Pane
The Credential pane includes the following:
 Credential ID
 Card Number
 Access Type
 CHUID Format
 Credential Status
User’s Manual
19 
The Credential pane needs to be referenced to verify the Card number and the Credential status.
The card number will need to be verified by looking at the back of the card, and matching the numbers to
those listed on the Credential pane. The Credential status identifies the current status of the personnel
and if they have authorized access to the facility or area within the facility. All other information is for
corporate security, and is not needed for security officer functions.
General Pane
The General pane is divided into four sections:
 Standard Fields
 Extended Fields
 Card Status
 PIN Credential
Standard Fields consist of:
 Card number – The number of the ID card issued to the personnel located on the back of
the card.
 Facility Code - Should only be changed by the Account Manager or Corporate Security.
 Issue Code - Should only be changed by the Account Manager or Corporate Security.
 Activation- Identifies the day the card was activated for the personnel.
 Expiration – Identifies the date that the card expires. Should only be changed by the
Account Manager or Corporate Security.
 Badge Layout – Identifies the type of card layout (design).
User’s Manual
20 
Extended Fields consist of:
 Agency Code
 System Code
 Credential Series
 Credential Issue
 HMAC
 CHUID
These should only be changed by the Account Manager or Corporate Security.
User’s Manual
21 
Card Status consists of 5 options for the card:
 Lost – The personnel cannot find their card, and will need it replaced.
 Stolen – The card was taken by a third party.
 Disabled – The card will not function when selected. If either of the other boxes are checked,
this box must be checked as well. A card also will be disabled when the personnel terminates their
employment, regardless if voluntary or involuntary.
 Disabled by inactivity – The card will not function after a set amount of time has expired
without use.
 Expired- The card expiration date has passed and the card will not function. Expired cards can
only be renewed with the Account Manager or Corporate Security approval.
PIN Credential- Should only be changed by the Account Manager or Corporate Security.
Customer Fields and User-defined Fields tabs should only be changed by the Account Manager or
Corporate Security.
User’s Manual
22 
Clearance Tab
The Clearances tab identifies the personnel authorized access points. When this tab is selected a list of
the authorized access points for the individual will be shown. Each clearance will have three fields in
which information can be contained.
 Clearance Name: The title or name given to the selected clearance access.
 Clearance Partition: The partition or group of clearance access, usually assigned to a building
or general geographic area.
 Description: An optional field in which additional information is located to explain the
particular clearance information in more detail.
At the bottom of the pane is the Clearance Filter Level. This should only be changed by the Account
Manager or Corporate Security.
User’s Manual
23 
Adding Clearances
ALL CLEARANCE ADDITIONS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE
SECURITY.
To add a clearance click on the button. The following pop-up window will be displayed.
A list of all clearances will be listed in alphabetical order. Using
the scroll bar on the far right side of the window, scroll down to
the clearance that has been authorized by either the Account
Manager or Corporate Security.
Once you have found the required clearance for
the personnel, using the mouse, click on the box
to the left of the clearance.
Then click on the OK button at the bottom right
side of the pop up window. This will close the
window and the new clearance will be added to
the personnel.
ALL CLEARANCE ADDITIONS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY.
User’s Manual
24 
Removing Clearances
ALL CLEARANCE REMOVALS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE
SECURITY.
To remove a clearance, click on the clearance of the personnel that is to be removed.
Once the clearance is selected, then click the button.
A warning box will appear to confirm that you wish to remove the clearance.
Click Yes if you are sure. This will remove the selected clearance from the personnel.
ALL CLEARANCE REMOVALS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY
User’s Manual
25 
Previous Doors Tab
When you select this tab you will have two choices for viewing information.
 Complete Previous Doors – Provides a list of every door the Personnel Badge has been used
to gain access through.
 Limited Previous Doors – Provides a limited listing of doors the Personnel Badge has been
used to gain access through.
The information you are looking for will determine which of these selections you need to choose.
To select one of the options, click on the or
buttons located at the bottom of the tab.
User’s Manual
26 
Previous Doors Options
There are multiple parts to the Previous Doors window.
 Toolbar
 Count
 Column Headers
 Individual Previous Door Records
The Toolbar will be explained in detail on the following pages.
The Count is the total number of records that are displayed in the record.
The Column Headers will be explained in detail on the following pages.
The Individual Previous Door Records is each instance of a door being accessed through the card
reader using a personnel ID card.
User’s Manual
27 
TOOLBAR
The toolbar is made up of 5 icons:
 Card View
 Print
 Group By
 Filtering- ONLY USED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY
 Export view contents to Excel©- ONLY USED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY
Card View
Click on the icon. This will pull up the following screen. To exit this screen click on the
a second time.
Then to see an individual record click on the symbol next to the individual record. This will pull up the
following screen. The records are ordered from first to last. To see the most recent entry scroll all the way
to the right and select the bottom right entry.
User’s Manual
28 
Print
To print click on the icon.
This will bring up the following dialog box. Click OK once all the print choices are correct.
This will generate a print preview.
If you are satisfied with the preview click the button. This will cause the selected entries to print. If
not click on to back out of print preview.
User’s Manual
29 
Group By
Sorts through the entries by using the Column Headers. The system defaults to Group By being
active, as seen by the dialog box stating “Drag columns to group by here” located directly beneath the
Toolbar. If you do not see the dialog box, click on the icon to activate Group By.
Using the mouse to drag the Column Header you wish the entries to be grouped by into the marked area.
This is designed to make locating entries easier by grouping them into different orders.
 Message Type
 Server Date/ Time
 Message Text
 Message Date/ Time
 Message Local Date/Time
 Partition
EXAMPLE: Grouped by Message Date / Time - To ungroup the items simply drag the Column Header
out of the marked area.

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Ccure 9000 Admin user's manual

  • 1. C-Cure 9000 Administration Station User’s Manual For Farmers Insurance Security Operations Lead Officer W. Kelly
  • 2. User’s Manual 1  C-Cure 9000 Administration Station User’s Manual For Farmers Insurance Security Operations C-Cure 9000 provides security with the means to control, monitor, and adjust access to buildings connected to the system. As a security professional utilizing this system you must know the functions and procedures required to make this layer of security work for yourself and the client. Opening C-Cure 9000 1. Locate the Citrix Shortcut on the desktop of the computer you are operating. 2. Double Click this Icon to open the Citrix Logon Page
  • 3. User’s Manual 2  3. Input the Username and password assigned to the computer. 4. Click the Logon button. PLACE THE POST USERNAME AND PASSWORD IN THE SPACE PROVIDED BELOW USER NAME: __________________________ PASSWORD: ___________________________ This will bring up the following screen.
  • 4. User’s Manual 3  5. Select The Admin Icon 6. Select the Monitor Icon This will cause the following windows to load onto the screen(s). This is the Administration Window This is the Monitoring Window These are the screens through which you will interact with the C-Cure 9000 system while on duty.
  • 5. User’s Manual 4  The following instructions in this manual will cover the proper operation of both windows and how each is used in the performance of your duties. Navigating in C•CURE 9000 Administration Station Using the Navigation Pane Use the Navigation pane to access objects and information available in the C•CURE 9000 Administration Station. In the Navigation pane, you can select objects currently available in the system, access various editors that allow you to quickly add hardware and configure new objects, search for current and historical information about your system and site, and change the appearance of the Navigation pane.
  • 6. User’s Manual 5  Hiding the Navigation Pane In some instances, you may want to hide the Navigation pane so that you can use the entire computer screen to view an editor or information in the Display pane. To gain additional viewing area, you can use Auto Hide to temporarily hide the Navigation pane. To Temporarily Hide the Navigation Pane In the Navigation pane, click the Auto Hide icon: The Auto Hide icon reverses direction and the Navigation pane retracts to the left side of the C•CURE 9000 window. A navigation tab remains visible on the left side of the window so you can open it without the function buttons and use its search capabilities. ■ To display the Navigation pane with the function buttons, click the Auto Hide icon . The icon reverses direction and opens the Navigation pane. ■ To display only the Navigation pane, without the function buttons, click in the tab area (the collapsed pane) on the left.
  • 7. User’s Manual 6  Finding Objects in the Administration Station There are several ways to find objects in the Administration Station. See table for a description. The Options & Tools pane does not provide a search function. The Hardware and Video panes provide the Search function on a separate tab.
  • 8. User’s Manual 7  Managing the Function Buttons You can change the way that function buttons appear in the Administration Station. By default, the function buttons appear as accordion tabs in the Navigation pane. C•CURE 9000 provides settings that let you arrange or hide the buttons as needed. Example: To better view a large hardware tree, you may choose to hide some or all of the function buttons you are not accessing at the time. You can do any of the following: ■ Show more or fewer buttons ■ Change the order in which the buttons appear ■ Add or remove buttons To Show More or Fewer Buttons 1. In the Navigation tray at the bottom of the Navigation pane, click the configure icon: 2. From the pop-up menu, select one of the following: • Show More Buttons • Show Fewer Buttons When you show fewer buttons, buttons are hidden sequentially from the bottom of the stack, and are displayed as icons in the Navigation tray. When you show more buttons, all hidden buttons are displayed in the Navigation pane.
  • 9. User’s Manual 8  To Change the Order in Which the Buttons Appear 1. In the Navigation tray at the bottom of the Navigation pane, click the configure icon: 2. From the pop-up menu, select Navigation Pane Options. The Navigation Pane Options dialog box displays. The dialog box lists the current button display sequence, from top to bottom. Only buttons currently visible in the Navigation pane are selected. Use the vertical scroll bar to view all of the options and then select the button you want to move, and do either of the following: • To move the button up, click Move Up. • To move the button down, click Move Down. 3. Click OK.
  • 10. User’s Manual 9  To Add or Remove Buttons 1. In the Navigation tray at the bottom of the Navigation pane, click the configure icon: 2. From the pop-up menu, select Add or Remove Buttons. A menu displays the list of function buttons. The icons representing visible buttons are highlighted. Menu for Adding or Removing Buttons 3. Do one of the following: • To add a button, click the button you want to add. • To remove a button, click the button you want to remove. Adding a button displays the button in the Navigation pane. Removing a button removes it from the Navigation pane. In addition the removed button icon does not display in the Navigation tray. NOTE You can also add a button to, or remove a button from, the Navigation Pane by selecting or deselecting the check box in the Navigation Pane Options dialog box.
  • 11. User’s Manual 10  Looking up Personnel on C-Cure 9000 Administration Station How to Look Up a Name To locate the personnel record of an individual entered into C-Cure 9000 you must select the Personnel Tab located at the bottom of the Navigation Pane. 1. Click on the Personnel Tab on the Navigation Pane. 2. Enter the persons First Name and Last Name where indicated on the Navigation Pane. 3. Press on the keyboard, or click the Quick button on the Navigation Pane. If you do not know the correct spelling of the name use the first initial and the last name, or the first name and last initial. This will bring up all persons that fall in the parameters queried. Locate the name of the individual record by sorting through the names listed through this method. Name Query Example Personnel Tab on Navigation Pane
  • 12. User’s Manual 11  How to Sort a List of Names Once you have a list of names you can now look up an individual contained on the list. There are multiple ways to sort the list to assist you in locating the person you are looking for. At the top of the Personnel Query Tab are sorting fields by which you can sort the results of your search. By selecting one of these options you can filter your results to better aid in finding the person in a list. Generally the only two used on a regular basis will be : First Name or Last Name for general lookup of personel. Clicking on the bar will initially sort from A-Z clicking an additional time will switch it to Z-A. Select a Personnel Record Once you locate the person tou are trying to look up, select their information pane by double- clicking the row with their name. This will bring up their Personnel Record Pane.
  • 13. User’s Manual 12  Personnel Record Pane Views There are three views for the Personnel Record Pane, Portrait in Header. Farmers Personnel Edit, and Default Personnel Edit views. Portrait in Header Changing Views To change the view you are looking at when you open a Personnel Record Pane select the view you desire by changing the Current View located at the top of the pane. Farmers Personnel Edit Default Personnel Edit
  • 14. User’s Manual 13  Personnel Record Pane Fields Main Fields 1. First Name 2. Middle Name 3. Last Name 4. Object ID (Non-Changeable) 5. Partition (Non-Changeable) 6. Email Address 11. 2. 3. 4. 5. 6.
  • 15. User’s Manual 14  Personnel Record Tabs The Personnel Record Pane has multiple tabs that provide additional information regarding the individual that has been queried. Those tabs are as follows: In the following sections each of the tabs above will be explored in depth regarding the use and function of the main elements of each tab. These tabs store information that is tied to the entry badges employees use to gain access to the buildings and controlled access points that they have permission to enter. Often you will need to access this information when an employee loses or forgets their badge. There are some tabs that will be skipped as their function exceeds the needs of security personnel in their daily functions. Should you feel you need additional training or information, speak to your supervisor to verify that you need the additional information to do your job.
  • 16. User’s Manual 15  General Tab General Fields Personnel Type ● Operator Name Personnel Type- Identifies the type of employee or contractor the individual has been identified within the C-Cure 9000 Administrative Station. To open this selection click the button next to Personnel Type. This will open the Name Selection Pane where any changes to the Personnel Type can be changed. LEAD OFFICER or ACCOUNT MANAGER ONLY with AUTHORIZATION
  • 17. User’s Manual 16  Operator Name – Selecting Operator Name identifies those individuals authorized to make changes in the C-Cure 9000 Administrative Station. To open this selection click the button next to Operator Name, then select the authorized authority name from the list provided. LEAD OFFICER or ACCOUNT MANAGER ONLY with AUTHORIZATION Main Selection Fields Options ● Escort Options ● PIN ● Modification History Options The Options panel provides a way to choose certain options for the personnel to either be included or exempted from activated triggers that will change the functionality of their badge. These should only be changed by the Account Manager or Corporate Security.
  • 18. User’s Manual 17  Escort Options There are four Escort Options for personnel. They are as follows:  None  Unescorted Visitor  Escorted Visitor  Escort These should only be changed by the Account Manager or Corporate Security. PIN The PIN panel is where the 4 digit code assigned to the personnel is located. These should only be changed by the Account Manager or Corporate Security.
  • 19. User’s Manual 18  Modification History Identifies the date and time of the last modification to the personnel record as well as the person who completed the modification. Credentials Tab The Credential tab is made up of two panes. The Credential pane and the Tab pane. Credential Pane The Credential pane includes the following:  Credential ID  Card Number  Access Type  CHUID Format  Credential Status
  • 20. User’s Manual 19  The Credential pane needs to be referenced to verify the Card number and the Credential status. The card number will need to be verified by looking at the back of the card, and matching the numbers to those listed on the Credential pane. The Credential status identifies the current status of the personnel and if they have authorized access to the facility or area within the facility. All other information is for corporate security, and is not needed for security officer functions. General Pane The General pane is divided into four sections:  Standard Fields  Extended Fields  Card Status  PIN Credential Standard Fields consist of:  Card number – The number of the ID card issued to the personnel located on the back of the card.  Facility Code - Should only be changed by the Account Manager or Corporate Security.  Issue Code - Should only be changed by the Account Manager or Corporate Security.  Activation- Identifies the day the card was activated for the personnel.  Expiration – Identifies the date that the card expires. Should only be changed by the Account Manager or Corporate Security.  Badge Layout – Identifies the type of card layout (design).
  • 21. User’s Manual 20  Extended Fields consist of:  Agency Code  System Code  Credential Series  Credential Issue  HMAC  CHUID These should only be changed by the Account Manager or Corporate Security.
  • 22. User’s Manual 21  Card Status consists of 5 options for the card:  Lost – The personnel cannot find their card, and will need it replaced.  Stolen – The card was taken by a third party.  Disabled – The card will not function when selected. If either of the other boxes are checked, this box must be checked as well. A card also will be disabled when the personnel terminates their employment, regardless if voluntary or involuntary.  Disabled by inactivity – The card will not function after a set amount of time has expired without use.  Expired- The card expiration date has passed and the card will not function. Expired cards can only be renewed with the Account Manager or Corporate Security approval. PIN Credential- Should only be changed by the Account Manager or Corporate Security. Customer Fields and User-defined Fields tabs should only be changed by the Account Manager or Corporate Security.
  • 23. User’s Manual 22  Clearance Tab The Clearances tab identifies the personnel authorized access points. When this tab is selected a list of the authorized access points for the individual will be shown. Each clearance will have three fields in which information can be contained.  Clearance Name: The title or name given to the selected clearance access.  Clearance Partition: The partition or group of clearance access, usually assigned to a building or general geographic area.  Description: An optional field in which additional information is located to explain the particular clearance information in more detail. At the bottom of the pane is the Clearance Filter Level. This should only be changed by the Account Manager or Corporate Security.
  • 24. User’s Manual 23  Adding Clearances ALL CLEARANCE ADDITIONS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY. To add a clearance click on the button. The following pop-up window will be displayed. A list of all clearances will be listed in alphabetical order. Using the scroll bar on the far right side of the window, scroll down to the clearance that has been authorized by either the Account Manager or Corporate Security. Once you have found the required clearance for the personnel, using the mouse, click on the box to the left of the clearance. Then click on the OK button at the bottom right side of the pop up window. This will close the window and the new clearance will be added to the personnel. ALL CLEARANCE ADDITIONS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY.
  • 25. User’s Manual 24  Removing Clearances ALL CLEARANCE REMOVALS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY. To remove a clearance, click on the clearance of the personnel that is to be removed. Once the clearance is selected, then click the button. A warning box will appear to confirm that you wish to remove the clearance. Click Yes if you are sure. This will remove the selected clearance from the personnel. ALL CLEARANCE REMOVALS MUST BE APPROVED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY
  • 26. User’s Manual 25  Previous Doors Tab When you select this tab you will have two choices for viewing information.  Complete Previous Doors – Provides a list of every door the Personnel Badge has been used to gain access through.  Limited Previous Doors – Provides a limited listing of doors the Personnel Badge has been used to gain access through. The information you are looking for will determine which of these selections you need to choose. To select one of the options, click on the or buttons located at the bottom of the tab.
  • 27. User’s Manual 26  Previous Doors Options There are multiple parts to the Previous Doors window.  Toolbar  Count  Column Headers  Individual Previous Door Records The Toolbar will be explained in detail on the following pages. The Count is the total number of records that are displayed in the record. The Column Headers will be explained in detail on the following pages. The Individual Previous Door Records is each instance of a door being accessed through the card reader using a personnel ID card.
  • 28. User’s Manual 27  TOOLBAR The toolbar is made up of 5 icons:  Card View  Print  Group By  Filtering- ONLY USED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY  Export view contents to Excel©- ONLY USED BY THE ACCOUNT MANAGER OR CORPORATE SECURITY Card View Click on the icon. This will pull up the following screen. To exit this screen click on the a second time. Then to see an individual record click on the symbol next to the individual record. This will pull up the following screen. The records are ordered from first to last. To see the most recent entry scroll all the way to the right and select the bottom right entry.
  • 29. User’s Manual 28  Print To print click on the icon. This will bring up the following dialog box. Click OK once all the print choices are correct. This will generate a print preview. If you are satisfied with the preview click the button. This will cause the selected entries to print. If not click on to back out of print preview.
  • 30. User’s Manual 29  Group By Sorts through the entries by using the Column Headers. The system defaults to Group By being active, as seen by the dialog box stating “Drag columns to group by here” located directly beneath the Toolbar. If you do not see the dialog box, click on the icon to activate Group By. Using the mouse to drag the Column Header you wish the entries to be grouped by into the marked area. This is designed to make locating entries easier by grouping them into different orders.  Message Type  Server Date/ Time  Message Text  Message Date/ Time  Message Local Date/Time  Partition EXAMPLE: Grouped by Message Date / Time - To ungroup the items simply drag the Column Header out of the marked area.