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SOFTWARE HOUSE From Tyco Security Products C•CURE 9000 Version 2.50 Personnel Configuration Guide EFTA01226814 C•CURE and Software House are registered trademarks of Tyco Security Products. The trademarks, logos, and service marks displayed on this document are registered in the United States [or other countries]. Any misuse of the trademarks is strictly prohibited and Tyco Security Products will aggressively enforce its intellectual property rights to the fullest extent of the law, including pursuit of criminal prosecution wherever necessary. MI trademarks not owned by Tyco Security Products are the property of their respective owners, and are used with permission or allowed under applicable laws. Product offerings and specifications are subject to change without notice. Actual products may vary from photos. Not all products include all features. Availability varies by region; contact your regional sales manager. Software version: 250 Document Number: UM-135 Revision Number: RO Release Date: December 2015 This manual is proprietary information of Software House. Unauthorized reproduction of any portion of this manual is prohibited. The material in this manual is for information purposes only. It is subject to change without notice. Software House assumes no responsibility for incorrect information this manual may contain. O 2015 Tyco Security Products. MI rights reserved. EFTA01226815 Table of Contents Preface 9 How to Use this Manual 10 Finding More Information 11 Conventions 12 Software House Customer Support Center 13 Chapter 1 - Personnel Overview 15 Personnel Pane Overview 16 Card Formats 17 Personnel Object Tasks 18 Creating an Object 18 Creating an Object Template 18 Creating an Object from a Template 19 Editing an Object 20 Viewing a List of an Object Type 20 Sorting and Filtering the list of Objects 21 Using the Object List Context Menu 23 Exporting an Object 24 Deleting an Object 25 Disabling Credentials for Inactivity Overview 26 Disabling Credentials for Inactivity in an Enterprise Environment 27 Chapter 2 - Personnel 29 Searching for Personnel 30 Searching for Credentials for Personnel 36 Personnel Editor 37 Personnel Editor Tabs 37 Personnel Tasks 37 Accessing the Personnel Editor 38 Selecting a Personnel View 39 Using the Personnel List Context Menu 39 Exporting Personnel Portraits 42 Configuring the Disable by Inactivity Process for Personnel Credentials 44 C•CURE 9000 Personnel Configuration Gukle 3 EFTA01226816 Personnel General Tab 46 General Tab Tasks 46 Personnel General Tab Definitions 46 Setting the Personnel Type 49 Choosing an Operator Name 50 Setting Options 51 Setting an Email Address 52 Setting the Escort Option 52 Setting a General PIN 53 Personnel Credentials Tab 54 Personnel Credential Tab Tasks 54 Presonnel Credential Tab Definitions 54 Personnel Credentials Tab Definitions 55 Credentials Tab Tasks 59 Adding an Access Card 61 Adding a PIN-Only Access Credential 62 Removing an Access Card 62 Validating a CHUID 63 Personnel Clearances Tab 64 Personnel Clearances Tab Definitions 64 Clearances Tab Tasks 65 Personnel Customer Tab 67 Personnel Customer Tab Definitions 68 Personnel Customer Extended Tab 69 Personnel Customer Extended Tab Definitions 69 Personnel Images Tab 71 Personnel Images Tab Definitions 71 Images Tab Tasks 72 Personnel Badging Tab 77 Personnel Badging Tab Definitions 77 Badging Tab Tasks 78 Enrolling/Programming a Smart Card 80 Personnel Previous Doors Tab 81 Personnel Previous Doors Definitions 81 Previous Doors Tab Tasks 82 Personnel User-defined Fields Tab 83 Personnel Custom Clearance Tab 84 Custom Clearances in an Enterprise Environment 84 Personnel Custom Clearance Tab Definitions 85 Custom Clearance Tab Tasks 87 Personnel Documents Tab 91 Personnel Documents Tab Definitions 92 Documents Tab Tasks 93 4 C•CURE 9000 Personnel Configuration GukM EFTA01226817 Personnel Personnel Triggers Tab 96 Personnel Triggers Tab Definitions 96 Personnel Personnel Triggers Tab Tasks 97 Chapter 3 - Personnel Type 99 Personnel Type Overview 100 Personnel Type Definitions 102 Using the Personnel Type Context Menu 103 Samples of Expiration Time Span Settings 104 Chapter 4 - Clearance 109 Clearance Editor 110 Clearance Tasks 110 Clearance General Tab 114 Clearance Doors Tab 115 Clearance Elevators Tab 116 Clearance Groups Tab 118 Chapter 5 - Credential 121 Credential Overview 122 Credential Dynamic View 124 Using the Credential View Context Menu 125 Searching for Credentials 128 Performing a Credential Quick Search 129 Quick Search Examples for Temporary Credentials 130 Credential Editor 132 Credential Editor Tabs 132 Credential Tasks 132 Accessing The Credential Editor 133 Credential General Tab 134 Credential General Tab Definitions 134 Credential User-defined Fields Tab 138 Credential Badging Tab 139 Temporary Credential Tasks 140 Managing Temporary Credentials 140 Creating a Temporary Credential 141 Assigning a Temporary Credential 142 Activating a Temporary Credential 143 Using Temporary Credentials for Anonymous Visits 144 Emailing Reminders to Return Temporary Credential 145 Returning a Temporary Credential 146 Marking a Temporary Credential as Lost or Stolen 147 C•CURE 9000 Personnel Configuration Guide 5 EFTA01226818 System Variables for Credentials 148 Credentials Event Actions 149 Chapter 6 - Custom Clearance 151 Custom Clearance View 152 Custom Clearance Tasks 152 Using the Custom Clearance View Context Menu 152 Removing an Expired Custom Clearance from a Personnel Record 153 Chapter 7 - Images 155 Images Editor 156 Images Tasks 156 Images Definitions 159 Chapter 8 - Badge Layout 161 Badge Layout Editor 162 Badge Layout Tasks 162 Badge Layout Definitions 165 Chapter 9 - CHUID Format 167 CHUID Format Overview 168 CHUID Format Editor 171 CHUID Format Tasks 171 Applying a CHUID Format to Existing Credentials 174 Viewing a List of CHUID Formats 177 CHUID Definitions 177 Chapter 10 - Personnel Views 181 Personnel Views Editor 182 Default Personnel Views 182 Understanding Personnel Views and the Customer Field Editor 183 Personnel Views Editor Tabs 183 Personnel Views Editor Tasks 184 Accessing the Personnel Views Editor 185 Creating a Copy of a Personnel View 185 Using the Personnel Views List Context Menu 186 Assigning Personnel Views to Operators 186 Personnel Views Layout Designer Tab 189 layout Designer Tab Tasks 189 Displaying the layout Designer in a Floating Window 190 Selecting a language 191 Restoring Deleted Objects 192 Restoring Labels 192 6 C•CURE 9000 Personnel Configuration Guide EFTA01226819 Restoring a Layout 193 Selecting Objects in the Layout 193 Adding a Field to a Tab 194 Moving a Field or Label 194 Moving a Field to the Front or Back 195 Moving a Field to Mother Tab 195 Moving a Field to a Different Group Box 1% Resizing a Field 1% Removing a Field 197 Aligning Fields 197 Changing a Field label 198 Changing Field Properties 198 Adding a Tab to a View 199 Removing a Tab .200 Setting the Tabbing Order for a Personnel View 200 Adding a Group Box 201 Deleting a Group Box 201 Personnel Views layout Designer Tab Definitions 202 Personnel Views Labels Tab 204 Labels Tab Tasks 204 Personnel Views labels Tab Definitions 206 Personnel Views Options Tab 208 Personnel Views Options Tab Definitions .208 Personnel Views Properties Panel 210 Personnel Views Properties Tab 214 Personnel Views Properties Tab Definitions 214 Personnel Views Fields and Controls Tab 219 Personnel Views Fields and Controls Tab Definitions 220 Adding User-defined Fields to a Personnel View 220 Index 223 C•CURE 9000 Personnel Configuration Guide 7 EFTA01226820 8 C•CURE 9000 Personnel Configuration Guide EFTA01226821 Preface The C•CURE 9000 Personnel Configuration Guide is for new and experienced security system users who want to learn to use this product for the C•CURE 9000 Security Management System. In this preface How to Use this Manual 10 Finding More Information 11 Conventions 12 Software House Customer Support Center 13 C•CURE 9000 Personnel Configuration Gukle Preface 9 EFTA01226822 How to Use this Manual How to Use this Manual This manual contains chapters that provide the following information about C•CURE 9000 Personnel configuration. Chapter 1: Personnel Overview Provides introductory information about Personnel in C•CURE 9000. Chapter 2: Personnel Provides instructions for configuring C•CURE 9000 Personnel records. Chapter 3: Personnel Type Explains how to create and modify Personnel Types. Chapter 4: Clearance Describes how to create and modify Clearances. Chapter 5: Credential Explains how to view, assign, and remove Personnel Credentials. Chapter 6: Custom Clearance Explains how to view Custom Clearances as well as how to remove expired Custom Clearances. Chapter 7: Images Provides information about importing and using Image objects in C•CURE 9000. Chapter 8: Badge Layout Provides information about creating and adding Badge Layouts to Personnel. Chapter 9: CHUID Format Describes how to create and use CI-IUID Formats. Chapter 10: Personnel Views Explains how to create and use Personnel Views. 10 Preface C•CURE 9000 Personnel Configuration Guide EFTA01226823 Finding More Information Finding More Information You can access C•CURE 900(1 manuals and online Help for more information about C•CURE 9000. Manuals C•CURE 9000 software manuals are available in Adobe PDF format on the C•CURE 9000 DVD. You can access the manuals if you copy the appropriate PDF files from the C•CURE 9000 Installation DVD English \ Manuals folder. The available C•CURE 9000 and Software House manuals are listed in the C•CURE 9000 Installation and Upgrade Guide, and appear as hyperlinks in the online.pdf file on the C•CURE 9000 DVD English \ Manuals folder. These manuals are also available from the Software House Member Center website Online Help You can access C•CURE 9000 Help by pressing Fl or clicking Help from the menu bar in the Administration/Monitoring Station applications. These manuals are also available from the Software House Member Center website • C•CURE 9000 Personnel Configuration Guide Preface 11 EFTA01226824 Conventions Conventions Ibis manual uses the following text formats and symbols. Convention Meaning Bold T his font indicates screen elements, and also indicates when you should take a direct action in a procedure. Bold font describes one of the following items: • A oommand or character to type, or • A button or option on the screen to press, or • A key on the keyboard to press • A screen element or name blue color text Indicates a hyperlink to a URL, or across-reference to a figure. table. or section in (htsg u•de. Regular Rafe font Indicates a new term. <text> Indicates a variable. The following items are used to indicate important information. NOTE TIP S Indicates a note. Notes call attention to any item of information that may be of special importance. Indicates an alternate method of performing a task. Indicates a caution. A caution contains information essential to avoid damage to the system. A caution can pertain to hardware or software. Indicates a warning. A warning contains information that advises users that failure to avoid a specific action could result in physical harm to the user or to the hardware. Indicates a danger. A danger contains information that users must know to avoid death or serious injury. 12 Preface C•CURE 9000 Personnel Configuration Guide EFTA01226825 Software House Customer Support Center Software House Customer Support Center Telephone Technical Support During the period of the Agreement, the following guidelines apply: • Software House accepts service calls only from employees of the Systems Integrator of Record for the installation associated with the support inquiry. Before Calling Ensure that you: • Are the Dealer of record for this account. • Are certified by Software House for this product. • Have a valid license and current Software Support Agreement (SSA) for the system. • Have your system serial number available. • Have your certification number available. Hours Normal Support Hours Monday through F riday. 8:00 to 8:00 , EST. Except holidays. Emergency Support Hours 24 hours/day, seven days a week, 365 daystyear. Requires Enhanced SSA"7 x2r Standby Telephone Support (emergency) provided to Certified Technicians. For &lather customers. billable on time and materials basis. Minimum charges appty- See MSRP. Phone For telephone support contact numbers for all reg ions. see C•CURE 9000 Personnel Configuration Guide Preface 13 EFTA01226826 Software House Customer Support Center 14 C•CURE 9000 Personnel Configuration Guide EFTA01226827 Personnel Overview This chapter introduces the Personnel configuration components of the C•CURE 9000 Security and Event Management System. C•CURE 9000 Personnel provides the tools needed to configure Personnel records, user credentials, security clearances, badge layouts, images, and access card formats for your personnel. In this chapter Personnel Pane Overview 16 Personnel Object Tasks 18 Disabling Credentials for Inactivity Overview 26 C•CURE 9000 Personnel Configuration Guide Chapter! 15 EFTA01226828 Personnel Pane Over \new Personnel Pane Overview C•CURE 9000 Personnel gives you the ability to create Personnel records and define access credentials for your employees. You can access Personnel by clicking the Personnel button. The Personnel pane opens and you can access existing Personnel records or create new ones. The Personnel pane is shown in Figure 1 on Page 16. Figure 1: The Personnel Pane Personnel Badge Layout Badge Layout CHUID Format Clearance Credential Custom Clearance Guard Tour Guard Tour Scheduling Images Personnel Personnel Type Personnel Views Visit The Personnel pane allows you to access and define the following types of personnel related data from the drop- down list in the Personnel pane toolbar. Table 1: Personnel Pane Selections Selection Meaning Badge Layout You can define the appearance and features of the access badges for your site using the C•CURE ID Badge Designer. See Badge Layout Editor on Page 162 for more information on the Badge Layout Editor. CHUID For mat You can specify the Card Holder Unique ID (CHUID) used to uniquely identify each person's access credentials. See CHUID Format Overview on Page 168 for more information on the CHUID Format Editor. Clearance You can define the locations that each cardholder can access, and assign time schedules for that access. See Clearance Editor on Page 110 for more information on the Clearance Editor. Credential You can view east of each individual access credential. See Credential Editor on Page 132 for more information on Credentials. Custom Clearance You can view a fist of each individual Custom Clearance.8 See Custom Clearance View on Page 152 for more information on Custom Clearances. Guard Tour You can use the Guard Tour Editor to defne Guard Tours, a series of Stops where a Guard checks in during security rounds, for your site. See the C•CURE 9000 Guard Tours Guide for detaied information about Guard Tours. If your license does not Include the Guard Tour option, this selection does not appear in the Personnel pane drop-down list. Guard Tour Scheduling. You can use the Guard Tour Scheduling Editor to configure schedules by which individual Guards are expected to run their assigned Guard Tours. See the C• CURE 9000 Guard Tours Guide for detaded information about Guard Tours. If your license does not indude the Guard Tour option, this selection does not appear in the Personnel pane drop-down list. 16 Chapter 1 C•CURE 9000 Personnel Configuration Guide EFTA01226829 Personnel Pane Overview Personnel Pane Selections (continued) Selection Meaning Images You can import images from picture files saved on your system or network into the C•CURE 9000 database to use for portraits, signature. badge logos. and backgrounds. You can also view a list of all images stored in the database. See Images Editor on Page 156 for more information on Images. Personnel You can use the Personnel Editor Views to create individual records for each of the people who can access your site, including their access credentials and their clearances (the doors and locations they are allowed to access). See Personnel Editor on Page 37 for more information about the Personnel Editor. Personnel Type You can use the Personnel Type Editor to define terms that identify the type of personnel at your site. Employee and Contractor are provided, but you can define additional personnel types, such as guard, visitor, escort, or whatever terms are appropriate for you. These Personnel Types are mainly for customer use to accurately describe Personnel. However, you can also use the Personnel Type Editor to configure an inactivity period for each defined Personnel Type.This allows the system to disable any Credentials belonging to Personnel with the specified types after a period with no system activity. See Personnel Type Overview on Page 100 for more information on Personnel Types, and for more information about 'Disabling for Inactivity. Personnel Views PersonnelViewslet you customize the editing of Personnel records in C•CURE 9000. You can use the two default Personnel Views provided with C•CURE 9000, or you can create Personnel Views to display more or fewer fields, and add or remove tabs from a those to Operator Privileges that Operators Personnelonty have to the view, and assign views so your editing and viewing access fields that they need. See Personnel Views Editor on Page 182 for more information on Personnel Views. Visits Visits lets you create Visitor Management objects if your license includes the Visitor Management option. For more information about Visitor Management, see the C•CURE 9000 Visitor Management Guide. If your license does not include the Visitor Management option. this selection does not appear in the Personnel pane drop-down list. Card Formats You can define and customize the arrangement of data used by your Personnel access badges and your card readers. The Card Format Editor is accessed from the Card Formats and Keys pane in the C•CUKE 9000 Administration Client. See the &CURE 9000 Card Formats and Keys Guide for more information on the Card Format Editor. C•CURE 9000 Personnel Configuration Guide Chapter 1 17 EFTA01226830 Personnel Object Tasks Personnel Object Tasks Many of the tasks you can perform on Personnel objects use the same general procedures. The methods for creating, editing, viewing a list of objects, exporting, and other functions are similar across most Personnel objects. • Creating an Object on Page 18 • Creating an Object Template on Page 18 • Creating an Object from a Template on Page 19 • Editing an Object on Page 20 • Viewing a List of an Object Type on Page 20 • Using the Object List Context Menu on Page 23 • Exporting an Object on Page 24 • Deleting an Object on Page 25 Creating an Object You can create an object from the Personnel pane using the Personnel pane drop-down list and the new button for the object type. S To Create an Object from the Personnel Pane 1. In the Navigation Pane of the Administration Workstation, click Personnel to open the Personnel pane. 2. Select the object type you want to create (for example, Personnel) from the drop-down list in the Personnel Pane. 3. Click New to create a new object of the type you selected. The object type's editor opens, and you can configure the object. 4. To save your new object, click Save and Close. - or - Alternatively, if you want to save the object and then create a new one, click Save and New. The current object is saved and closed, but the object editor remains open to allow you to create a new object. NOTE On the Personnel Editor, you can click Save if you want to save the Personnel record and continue editing it without closing the editor. Creating an Object Template You can create a object template for most object types. You can use the template as the basis of new object records by saving the settings you want your objects to have in common. In a template, you can fill in field values with the same values for all records, and then use the template when you are creating new records. (This is subject to the settings that C•CURE 9000 allows you to save in a template for that object type.) The Templates you create are listed alphabetically in the drop-down list of the New button in the Personnel pane, as in the example below for Clearances. 18 Chapter 1 C•CURE 9000 Personnel Configuration Guide EFTA01226831 Personnel °Disci Tasks Template Clearance ----Templates ADA Door Template Elevator Clearance Template Fire Door Clearance Template Secure Door Template Example: You could create a template for all personnel with a Personnel Type of Employee, with the same set of Clearances. Whenever you are creating a new Employee Personnel record, you can save time by creating the new record from the template instead of the default blank form. To Create a Object Template 1. In the Navigation Pane of the Administration Workstation, click Personnel to open the Personnel pane. 2. Select the object type you want to create (for example, Personnel) from the drop-down list in the Personnel Pane. 3. Click the down-arrow on the New button and click on Template to create a new object template. The Object's editor opens, and you can configure the object. 4. Any fields that you configure values for become part of the template (subject to the settings that C•CURE 9000 allows you to save in a template for that object type). When you subsequently create a new object of this type from that template, these field values are already filled in. 5. To save your new object template, click Save and Close. NOTE On the Personnel Editor, you can click Save if you want to save the Personnel template and continue editing it without closing the editor. Creating an Object from a Template You can create a new object from a Template that you have previously saved. The new object created from the template contains the same settings, fields, and tabs as the template. To Create an Object from a Template 1. In the Navigation Pane of the Administration Workstation, click Personnel to open the Personnel pane. 2. Select the object type you want to create (for example, Personnel Views) from the drop-down list in the Personnel Pane. 3. Click the down-arrow on New and select a template from the templates listed under —Templates. C•CURE 9000 Personnel Configuration Guide Chapter 1 19 EFTA01226832 Personnel Object Tasks New Personnel Views Template --Tempkties operator-personnel -view-template 4. The object's Editor opens, and you can configure the object. 5. Type a name for the object in the Name field (the Name must be unique). 6. To save your new object, click Save and Close. Editing an Object Most objects in the Personnel pane have an editor that is used to configure the objects of that type. Credential is the exception - Credentials (which are contained in a Personnel record) are created using the Personnel editor. To Edit an Object 1. Display a Dynamic View list of the object you wish to edit (see Viewing a List of an Object Type on Page 20). 2. Click the object you wish to modify to select it. 3. Right-click the selected object and choose Edit from the context menu. 4. The object's Editor opens and you can change any of the settings for the object. 5. To save your modified object, click Save and Close. NOTE On the Personnel Editor, you can click Save if you want to save the Personnel record and continue editing it without closing the editor. Viewing a List of an Object Type You can view a list of all objects of a specific type by opening the default Dynamic View for the object type. To View a List of an Object Type 1. In the Navigation Pane of the Administration Workstation, click Personnel to open the Personnel pane. 2. Select the object type you wish to view in a list (for example, select Personnel from the Personnel pane drop- down list). 3. Click Elisk to open a Dynamic View listing all the objects of this type. (You can also click the down-arrow of this button to either view the list in the current tabbed view or open a new tabbed view). 4. You can sort, filter, and group items in the list using the Dynamic View icons. See Sorting and Filtering the List of Objects on Page 21. 5. You can right-click an object in the list to open the context menu (see Deleting an Object on Page 25) and perform any of the functions on that menu. 20 Chapter 1 C•CURE 9000 Personnel Configuration Gukle EFTA01226833 Personnel Object Tasks 6. You can right-click on a column heading (such as Name) in the view to display a context menu that lets you change the columns displayed by the Dynamic View. El Department Name Disabled Intl Name Object ID Personnel Type Mae colurms... • Click on the name of a column to add it to the view. • Click on a column that is currently displayed in the view (marked with CD, to remove that column from the view. • Click on More Columns to choose additional columns to display, if there are additional columns that are not displayed. Select one or more columns from the dialog box that appears, using CTRL+Left-click, or a range of columns using SHIFf+Left-click, then click OK to display the additional columns. Dug column, rco Group ty1 here Ptcotee I Deeopicet Cek temtoll:et eke. le. 21 AttinceeShunt PIA Select Ites box i ites potion a WON* viii Meow* Antpattbect Event `ahem" en artigembeck ideal Mines neer& Anlombeck Este Wyew the masons sett toe teththanteek Nadi Mn Lee lab 0CW:0d b the it. Atom:wee:1 tete Tete dim veil eft to nee Cleaaae Fite The went *matte eta level d Its person peel Cutexito Feld Deist 0**2 CAMS Mt Da2 0 **3 Cuseme Feld Dis3 Ogee Cesmw Feld Neel -eten-ett c.o.-tee...tee r .........- .v...i.. in-••••A Wawa pa Columns that you add or remove from a Dynamic View in this manner are only in effect until you close the Dynamic View. If you want additional columns to appear each time you open the view, you must edit and save changes to that specific dynamic view. NOTE If you add new records to the database while you have a Dynamic View open, or delete existing records, the Dynamic view automatically updates to add or remove these records. You can also click to refresh the list manually. Sorting and Filtering the List of Objects Once you have displayed the list of Objects Dynamic View, you can sort and filter this list using the Dynamic View toolbar. C•CURE 9000 Personnel Configuration Guide Chapter! 21 EFTA01226834 Pc Yr, I Iris Filtering the List of Objects You can filter the list of Objects to display only the Objects that match the criteria you specify. You can filter the list by any field that is displayed on the Dynamic View. To Filter the List of Objects 1. From the Objects Dynamic View, click on the Dynamic View toolbar to enable filtering. A filter row appears in the Dynamic view. 2. Click in any column in the filter row to filter the data in the list. You can type in a value, or choose a value from the drop-down list (click the that appears when you click in the column). 3. Click the filter button El to chose a filter criteria (such as "Begins with" or "Contains") from a drop-down list. The filter button changes to reflect the choice you made. 4. You can turn off all filtering criteria by clicking ID to the left of all columns, or you can click the same icon in a column you have selected to clear data in that column only. Sorting the List of Objects You can sort the list by any field that is displayed on the Dynamic View. To Sort the List of Objects 1. From the Objects Dynamic View, click a column heading (such as "Name") to sort the list of Objects by the data in that column. 2. You can toggle the sort from ascending to descending and back by continuing to click on the column head. 3. You can display additional columns by right-clicking a column heading and clicking on a column in the list of columns. Columns shown in the list with a check mark are already selected for display. Printing a List of Objects You can print the Objects Dynamic View as a report listing all or some of the Objectson your system. You can filter and sort the list before sending it print. To Print the List of Objects 1. From the Objects View, sort and filter the list so the records you want to print are displayed in the desired order. You can also change the width of the data columns by clicking the column margin and dragging to make it wider or narrower. 2. Click to open a Wmdows Print dialog box. You can set the paper size, source, orientation, and margins from this box. You can also click the Printer button to select a different printer. 3. Click OK and a Print Preview dialog box appears. You can use the toolbar to zoom the preview, change the arrangement of displayed pages, navigate to any page of the list, and send the list to print. 4. Click the Print button th to send the Objects list to print. 22 Chapter 1 C•CURE 9000 Personnel Configuration Guide EFTA01226835 Personnel Object Tasks Using the Object List Context Menu l'he context menu that opens when you right-click on one or more objects in the Dynamic View includes some standard selections and often contains additional selections that are specific to the object type. (See Figure 2 on Page 23 for an example, showing the Personnel context menu). You can select one or more object in the Dynamic View (using multiple selection combinations such as SHIFT+Left- click and CTRL+Left-click) and perform functions such as Set property, Add to group, Export selection, and Find in Journal using the context menu. See Table 2 on Page 23 for definitions of the standard context menu selections. Figure 2: Personnel Us( Context Menu Edt X Ddete gg Set ProPertY t Add to stew aa Expat selection... Fart selected Portraits... Rnd n Audit Log... FS in lama,- 41 Batch Pnnt Badges RI Change Pants Grace Personnel ia Assign Clearances Lai Remove Clearances Remove Person From Area Anbpassback Reset Card Area Lockout Grace Grace Carpool Group Assign Temporary Oedertid Show Associations Mentor Create From Temp/ate Table 2: Object List Context Menu Selection Description Edit Click this menu selection to edit the object. The object's editor opens. You can rename the record, change its Description, and the objects and fields to indude in it. Delete Dick this menu selection to delete the selected object. A prompt appears asking you to confirm that you want to delete the object. Dick Yes to delete the object or No to cancel the deletion. C•CURE 9000 Personnel Configuration Guide Chapter 1 23 EFTA01226836 Personnel Object Tasks Object List Context Menu (continued) Selection Description Set Property Click this menu selection to change the Property value of a field in all the selected objects. For example. you could select multiple Personnel and change their Personnel Type to "Employee". Adiabg box appears asking you to select a property to change. Click ••• to open a selection list and click the property you wish to change. You can then change the value of this property by changing the Value field. Add to Group You can add one or more selected objects to a Group of that object type. When you click this menu choice, a dialog box appears for you to select the Group to which to add the object. When you dick a Group of the Object type in the list, the selected object is added to the Group. Export Selection Click this menu selection to Open an Export...to XML or CSV file dialog box to export one or more of the selected objects to either an XML or a CSV file. This allows you to quickty and easily create XML/CSV reportson the selected data. See Exporting an Object on Page 24 for more information. Find in Audit Log Opens a Query Parameters dialog box in which you can enter prompts and/or modify the query aiteria to search for entries in the Audit Log that reference the selected object. When found, the resutts display in a separate Dynamic View (see the C• CURE 9000 Data Views Guide). Find in Journal Opens a Query Parameters dialog box in which you can enter prompts and/or modify the queryaiteria to search for entries in the Journal that reference the selected object. When found the resutts display in a separate Dynamic View (see the C• CURE 9000 Data Views Guide). Change Partition This selection is available if your system is partitioned. Click to open a dialog box that a lbws you to change the Partition to which the object belongs. For more information see the chapter on Partitions in the C•CURE 9000 Software Configuration Guide. Show Association This menu selection is available only for the following object types on the Personnel Pane: Badge Layouts, CHUID Formats, Clearances, Personnel. and Personnel Types. Click to open a dialog box that lists Security Objects associated with the object in the Dynamic View. For more information, see •Showing Associations for an Object• in the C•CURE 9000 Getting Started Guide. Monitor This is for the Personnel type the Personnel Pane. Click this to Door menu selection available only object on menu selection view swipe activity on an Admin Monitor Activity Viewer for the selected Personnel. For more information. see •Monitoring an Object from the Administration Station• in the C•CURE 9000 Getting Started Guide. Create from Template Click to create a new Personnel record from a Personnel Template. This menu selection is available onty when you right-Gaon a Personnel Template. This is useful if you have a Large number of Personnel Templates- you can use the Search fields (Name. Personnel Type. etc.) to narrow the list of Personnel records displayed in the Dynamic View so that you can more easity choose the Personnel Template from which to create a new Personnel record. Exporting an Object From a Dynamic View of an object, you can export an object as an .XML file or a .CSV file. NOTE Although XML is the initial default file type, once you choose a type in the Save as type field, whether XML or CSV, that becomes the default the next time this dialog box opens. ■ When you export to an XML file, all available data for the selected object(s), whether displayed in the Dynamic View or not—as well as all the child objects of the selected record(s), is exported. ■ When you export to a CSV file, you can view the exported data in an Excel spreadsheet and further manipulate it for your use. Only data in the columns displaying in the Dynamic View is exported, and in the order displayed. This allows you to both select and arrange data fields for your report. 24 Chapter 1 C•CURE 9000 Personnel Configuration Guide EFTA01226837 Personnel Object Tasks NOTE CSV-formatted exports cannot be imported into C•CURE 9000. If you require importing functionality (such as importing a object into a different C•CURE 9000 server, export to XML. When you click Export Selection, you are running the export on the client computer. Consequently, the system does not use the Default Export Directory Path—which is on the server. It opens a directory on the client, reverting to the last directory used. You can navigate to the default export server directory, if you wish. Or to avoid confusion or use the same destination folder for both client and server computers, you can use UNC (Universal Naming Convention) paths. Example: \ \ ComputerName \ Program Files \ Software House \ SYVHSystem \ Export For more information, see the Dynamic Views chapter in the C•CURE 9000 Data Views Guide. To Export an Object to an XML or CSV File 1. Open a Dynamic View of the object type (see Viewing a List of an Object Type on Page 20). 2. Select one or more objects from the list, then right-click. 3. Select Export Selection from the context menu. A Windows file selection dialog opens to allow you to export the object(s). 4. Navigate to the folder where you want to save the exported objects. 5. Choose the type of export from the drop-down list in the Save as type field (either Export as XML file or Export as CSV file). 6. Type a file name in the File name field, or click on a file in the folder (that file will be overwritten by the export) and click Save to export the object. Deleting an Object You cart delete an object from C•CURE 9000 if it is no longer needed. To Delete an Object 1. Display a Dynamic View list of the object (see Viewing a List of an Object Type on Page 20). 2. Select the object you wish to delete. 3. Right-click the selected object and choose Delete from the context menu. 4. A dialog box appears to confirm that you want to delete the object. Click No to cancel the deletion, or click Yes to delete the object. A dialog box appears to show the progress of the deletion. 5. Click OK to complete the deletion. C•CURE 9000 Personnel Configuration Guide Chapter! 25 EFTA01226838 Disabling Credentials for InactivityOverview Disabling Credentials for Inactivity Overview The Disabling by Inactivity capability allows you to configure your C•CURE 9000 system to automatically disable Personnel Credentials that have not been used for a specified period of time. NOTE Only Card Admits are considered 'card activity' by the Disabling for Inactivity service. Card Rejects do not count. In addition, the system provides reports that can tell you the following: ■ Which Credentials will be expired on a certain date. ■ Which Credentials were expired on a certain date. ■ Which Credentials should have been expired, but were not. For information on how the Disabling by Inactivity process works with MAS and SAS servers, see Disabling Credentials for Inactivity in an Enterprise Environment on Page 27. To Set Up Disabling by Inactivity for Your System 1. Configure two System Variables in the Personnel category, Disable by Inactivity Enabled and Disable by Inactivity Scan Time. For information about editing these System Variables, see: ■ Configuring the Disable by Inactivity Process for Personnel Credentials on Page 44 ■ the Personnel Category in the C• CURE 9000 System Maintenance Guide 2. Configure Inactivity Periods for the Personnel Types you have defined for your site. For information, see Personnel Type Overview on Page 100 and Configuring the Disable by Inactivity PitiLess for Personnel Credentials on Page 44. 3. Assign the desired Personnel Types to Personnel Records. For information, see Setting the Personnel Type on Page 49. You can review the status of Credentials —related to Inactivity Disabling —in several different ways: ■ For an individual Personnel Record - on the Personnel Editor Credential tab. For information, see Personnel Credentials Tab on Page 54. NOTE A credential whose status is: ■ Lost, Stolen, Disabled, or Expired is excluded from being disabled by the inactivity process. ■ Disabled by Inactivity will also have the Disabled status set. ■ For a list of Credentials in the system - on the Credential Dynamic View. For information, see Credential Editor on Page 132 ■ For a list of Credentials in the system - By running any one of three pre-defined Reports: • SVVH62 - Credentials that Should be Disabled by Inactivity Report • SVVH63 - Credentials that have been Disabled by Inactivity Report • SWH64 - Credentials that should be Disabled by Inactivity but Were Not Report For information, see Appendix A in the C•CURE 9000 Data Views Guide . 26 Chapter 1 C•CURE 9000 Personnel Configuration Guide EFTA01226839 Disabling Credentials for InactivityOverview Disabling Credentials for Inactivity in an Enterprise Environment In an Enterprise Environment, the two Personnel category System Variables, Disable by Inactivity Enabled and Disable by Inactivity Scan Time must be configured appropriately on each individual server since Credentials are expired on their own server. A Global Personnel's Credentials are expired by the MAS server using information propagated from each SAS server. Software House assumes that the MAS and all its SASes are synchronizing normally on a regular basis. Delays in synchronization can cause inaccurate expirations, as well as inaccurate data on any of the Inactivity Reports. C•CURE 9000 Personnel Configuration Guide Chapter! 27 EFTA01226840 Disabling Credentials for InactivityOverview 28 Chapter 1 C•CURE 9000 Personnel Con figuration Guide EFTA01226841 2 Personnel The C•CURE 9000 Personnel Editor is used to create Personnel records for the people who need access to your site. In this chapter Searching for Personnel 30 Searching for Credentials for Personnel 36 Personnel Editor 37 Configuring the Disable by Inactivity Process for Personnel Credentials 44 Personnel General Tab 46 Personnel Credentials Tab 54 Personnel Clearances Tab 64 Personnel Customer Tab 67 Personnel Customer Extended Tab 69 Personnel Images Tab 71 Personnel Badging Tab 77 Personnel Previous Doors Tab 81 Personnel User-defined Fields Tab 83 Personnel Custom Clearance Tab 84 Personnel Documents Tab 91 Personnel Personnel Triggers Tab 96 C•CURE 9000 Personnel Configuration Gukle Chapter 2 29 EFTA01226842 Searching for Personnel Searching for Personnel You can search for Personnel using the Search functions on the Personnel pane. You can perform a Quick Search using the Personnel Name fields, or you can perform an Advanced search by defining a Query using the Query Editor. Searches are activated by clicking the Search button (igik). ■ To show a list of all Personnel, click Pa without entering any data in the Quick or Advanced Search panes. ■ To Quick Search for Personnel, type your search information in the Quick Search pane and click Q. See Performing a Personnel Quick Search on Page 30 for more information. ■ To perform an Instant Query, click Advanced to show the Advanced pane, then click Instant Query. See Running an Instant Query on Page 31 for more information. ■ To perform an Advanced search, click Advanced to show the Advanced pane, then select a Personnel Query from the list and click at., as shown in Figure 3 on Page 30. See Defining a Personnel Advanced Search (Query) on Page 33 for more information. NOTE The list includes the pre-defined Queries Sated to Personnel that come with the system. (See Appendix A in the C•CURE 9000 Data Views Guide for more information.) The list also includes any Queries already defined by an Operator. Figure 3: Advanced Search Pane lam Pescanal C Small Advanced ossonnehorny SO/021 • Cad Huta Search Chary $WH24 • Pasornel By Name ad Native Cluny SWH3 • Naar* by Lad Name Okay SOM26. PaternalDeane Egied a E oxe: SVM27. Pasemel Teague" SWKIII. Pattern( Recenth Placa Badges ( SVM,.11 • Pasant( Lacking speeded Cleatarne 0 SV4432 • PaittmelINC614301C4tgeohe wee pas SVA433 • Paternal nal in a pap Quay SWHII • PeascrneRdho do HOT have a lost Mole SWHsap0ST6 • Cacholdeit adiriled a rejected al • SWalaad 02 Pettornel Delved at Goads 4 • I • I% IP I • IP I • ; ■ To search for Credentials for Personnel based on certain conditions, see Searching for Credentials for Personnel on Page 36. ■ If you have defined a default Dynamic View for Personnel that includes a Query, click Oda to display that view, showing Personnel that meet the criteria in the Query. See the Chapter on Dynamic Views in the C•CURE 9000 Data Views Guide for more information about default views. Performing a Personnel Quick Search To Perform a Personnel Quick Search 1. Click the Personnel pane button. 30 Chapter 2 C•CURE 9000 Personnel Configuration Guide EFTA01226843 Scanting for Personnel 2. The Personnel pane opens with Quick Search visible. Personnel Pommel - Duck Peconrel hoe Fon Name Lao Harm) In6dellame Name F Checked In r Temple.. Advanced 3. Click the drop-down list in the Personnel pane toolbar and select Personnel. 4. If you wish to search for a specific Personnel Type, select from the Personnel Type drop-down. 5. Type the personnel name information you wish to search for in the Quick Search fields (FustName, LastName, MiddleName, or Name). You can type a full name or a partial name (search for a name that "starts with" the letters you type). Example: If you type "Smi" in Name you would find "Smith". The Name field can be used to find combinations of last, first, and middle names. 6. If you wish to search for a Checked In Visitor, select the Checked In field (click until a check mark appears). 7. If you wish to search for a personnel template file rather than a person record, select the Template field (click until a check mark appears). NOTE The check mark field has three states: r - Blank means "search for records where this criteria is NOT True. - Checked means "search for records where this criteria IS True". F - Dimmed means "do not use this criteria in the search". 8. Click JD - to open a Dynamic View showing the Personnel objects that match the information you entered. Running an Instant Query An Instant Query is useful when you need to find information in C•CURE 9000, but you do not want to create a new Query and save it. Instant Query is useful for a one-time look up of objects that are not available with a Quick Search. For example, the Quick Search for Personnel lets you look for Name-related data. It does not let you search for Card Numbers, Personnel Type, Credentials, and most other Personnel data. C•CURE 9000 Personnel Configuration Guide Chapter 2 31 EFTA01226844 Searching for Personnel An Instant Query lets you look for any Personnel -related data by defining your search terms on the fly and running it. An Instant Query is configured the same way as an Advanced Search (Query). Unlike an Advanced Search (Query), you cannot save the Instant Query search you define. If you expect to repeat the search at a later time, you should define it and save it as an Advanced Search (Query). See Defining a Personnel Advanced Search (Query) on Page 33 for more information. To Run an Instant Query 1. Click the Personnel pane button. The Personnel pane opens with Quick Search visible. 2. Click the drop-down list in the Personnel pane toolbar and select Personnel. 3. Click Advanced. 4. Click Instant Query to define a basic Instant Query, or click the down arrow to show the available Instant Query types. Click on one of these choices to open the Query Parameters dialog box for that query type. P New Query... P Instant Query... CI Basic Configuration Personnel Group Personnel Audt Log Personnellournal The Query Parameter dialog box for the Instant Query you have chosen opens. F igu re 4: Query Parameter Dialog Box PSSeclilow. l< Stied qm, c /al ecS; OWY De,* _Ld Opera hoe r✓tu Ts* 1/48 it 5. You can click El in the Predefined Query field to select a previously saved Personnel quay, make changes to the quay in the Query Details table, and click Run to run the query. Alternatively, you can click Add to add query statements to the Query Details table, and click Run to run this quay 32 Chapter 2 C•CURE 9000 Personnel Configuration Guide EFTA01226845 Searching for Personnel 6. The results of the query are displayed as a Dynamic View in the C•CURE 9000 Administration Workstation Content area. For more information on the details of defining and running an Instant Query, see the chapter on Queries in the C•CURE 9000 Data Views Guide, and the online Help for Instant Query (click Fl to display the online Help). Defining a Personnel Advanced Search (Query) If you expect to perform a particular search multiple times, you should define and save an advanced search (Query). You create a Query using the Query Editor. You can create a Query to search for any C•CURE 9000 object, but in this case the focus is on creating a Query to search for Personnel objects. You define an advanced search by creating rows in the Query Criteria table that specify what you want to search for. If you define multiple rows, you specify how each row is related to the other rows (AND/OR logical operator). To Define a Personnel Query 1. Click the Personnel pane button. 2. The Personnel pane opens with Quick Search visible. 3. Click the drop-down list in the Personnel pane toolbar and select Personnel. 4. Click Advanced. 5. Click New Query to open the Query Editor (see Figure 5 on Page 34) to create a new advanced search. New Query... Instant Query... Create a new query for object: (Personnel) 6. Type a name for your Personnel Query in the Name field. C•CURE 9000 Personnel Configuration Guide Chapter 2 33 EFTA01226846 Searching for Personnel Figure 5: Query Editor e Voe•v i4lavesedCbre crexe Coat PO© se•e Pomace paerw Oda& totli4B3Mvp &teem: I A./cancel I Ili,' ee wt Mbar Oueey Gera Add live:ens least Cortismatal meek* I Fla r Appe WIN rugtr. Opegeta lwe Fitt Twe Yea Roavi Fed lire AM: 7. Type a description for your Personnel Query in the Description field. A description should give enough information so that an Operator who is unfamiliar with your queries can tell what the query is searching for. 8. To begin defining the search criteria for the query, click Add A new row appears in the Query Criteria table. 9. Choose the kind of object you want to search for from the drop-down list in the Object Type Column. To search for persons, choose Personne