Admin Training Guide-4-8 - S2 Security Corporation · S2 NetBox Basic End-User Admin Training S2...
Transcript of Admin Training Guide-4-8 - S2 Security Corporation · S2 NetBox Basic End-User Admin Training S2...
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S2NetBoxv4.8
BasicEnd-UserAdminTraining
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TableofContents
Introduction...........................................................................................................................................3LogintoyourNetBoxSystem......................................................................................................................3
PersonRecords.....................................................................................................................................5AccessingPersonRecords...........................................................................................................................5ContentofaPersonRecord.........................................................................................................................7EditingaPersonRecord.............................................................................................................................11AddingaNewPersonRecord....................................................................................................................12AssigningUser-RolesandPermissions................................................................................................13DeleteaPersonRecord...............................................................................................................................14
IssuingAccessCards/Credentials.................................................................................................15IssueCredentials...........................................................................................................................................15ChangetheStatusofanAccessCard.......................................................................................................19TemporaryAccessCards............................................................................................................................20AssigningandRemovingAccessLevels.................................................................................................22CancelanAccessCard.................................................................................................................................24
Badging..................................................................................................................................................25UploadaPhotoIDLayout...........................................................................................................................25CapturingIDBadgePhotos........................................................................................................................27AttachinganIDPhototoaPersonrecord............................................................................................29PrintinganIDBadge....................................................................................................................................31
Reporting..............................................................................................................................................32RunanAccessLevelReport......................................................................................................................32RunaCredentialAuditReport.................................................................................................................34RunaPhotoIDRequestReport...............................................................................................................37RunaRosterReport.....................................................................................................................................39
ScheduledActions..............................................................................................................................42WhatisaScheduledAction?.....................................................................................................................42CreatingaScheduledAction.....................................................................................................................43
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Introduction
LogintoyourNetBoxSystem
Follow this procedure in order to log into your NetBox controller.
Step Action Screenshot1 Open a web
browser.
2 EntertheIPaddressorURLofyoursystemintotheAddressbarandpresstheEnterkey.Note:TheIPaddressorURLforyoursystemwillbespecificforyourorganization.ThedefaultIPaddressofanyS2NetBoxcontrolleris192.168.0.250
3 Enterausernameandpassword.Note:Thedefaultusernameforyourcontrollerisadminandthedefaultpasswordisalsoadmin.
4 ClicktheArrowicon.
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YouarenowloggedintotheNetBoxController.
NetBoxControllerDefaultHomePage
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PersonRecords
AccessingPersonRecords
In order for an S2 controller to recognize an individual, they must have a person record stored on the controller. This record holds personal information about that particular person and as well as what they have access to. Follow this procedure to find and display an individual Person Record.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickPeopleSearch.
3 Enterthelastnameof
thepersonwhoserecordyouarelookingfor.Note:Youcanalsosearchbyanyoftheotherfieldsonthispage.
4 ClickSearch.
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Step Action Screenshot5 Ifyoursearchyields
multipleresults,selectthecorrectperson.Otherwise,ifyoursearchonlyreturnsoneperson,theirpersonrecordwillautomaticallyDisplay.
PersonRecord
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ContentofaPersonRecord
The first part of the Person record contains the person’s name, ID photo, ID number and the date the record was created. An optional expiration date can be set if required. The last time the record was modified and the person who modified the record are also displayed.
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The Access Control tab contains information on any access cards the individual has been issued as well as what their level of access is.
ThePhotoIDtabiswhereyougotoimportanIDphotoandattachittothePersonrecord.
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The User-Defined tab is configured upon system set-up to meet any special needs of your organization.
TheContacttabcontainstheindividual’scontactinformation.
TheOtherContacttabhasadditionalspaceformoretelephonenumbers.
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The Vehicle tab contains information regarding the individual’s automobile.
TheLogintabcontainstheindividual’saccountlogininfo.
ThePartitionstabdisplayswhatpartitionstheindividualisvisiblein.
TheRecentActivitytabshowsalistoftheActivityLogentriestheindividualhasgenerated.
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EditingaPersonRecord
To edit a person record start by accessing the record you need wish to change; then simply enter the new information in the appropriate field(s). Make sure to click to Save button at the bottom of the page to save your changes.
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AddingaNewPersonRecord
Follow this procedure in order to create a new Person record.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickPeopleAdd.
3 Enterallinformation
requiredbyyourorganization.
4 ClickSave.
5 ThenewPersonrecord
hasbeencreated.
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AssigningUser-RolesandPermissions
When creating or editing Person records you may be asked to assign a user-role or permission to a specific user. Follow this procedure to assign a user-role or permission.
Step Action Screenshot1 Look up the Person
record for the person you wish to assign a user role.
2 ClickLogin.
3 Enterausernameand
password.
4 Re-enterthepassword.
5 Selecttheappropriate
userroleorpermissionfromthedropdownmenu.
6 ClickSave.
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DeleteaPersonRecord
Follow this procedure in order to delete a Person record.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickPeopleSearch.
3 Enterthelastnameof
thepersonwhoserecordyouarelookingfor.Note:Youcanalsosearchbyanyoftheotherfieldsonthispage.
4 ClickSearch.
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5 Ifyoursearchyieldsmultipleresults,selectthecorrectperson.Otherwise,ifyoursearchonlyreturnsoneperson,theirpersonrecordwillautomaticallyDisplay.
6 ScrolltothebottomofthepageandclickDelete.
7 ClickYes.
8 ThePersonrecordis
nowdeleted.
IssuingAccessCards/Credentials
IssueCredentials
Follow this procedure in order to issue a new access card or other credential.
Step Action Screenshot1 Access the Person
record for the person you wish to issue a credential
2 ClickAccessControl.
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Step Action Screenshot3 ClickAddNew
Credential.
4 EntertheHotStamp
numberofthecredentialyouareissuing.TheHotStampnumberistypicallyprintedontheaccesscredential.
5 SelectthecorrectCredentialFormatfromthedropdownmenu.Note:ThecorrectchoiceofCredentialFormatwillvarybyorganization.OncetheHotStampnumberandCardFormatareenteredcorrectly,theEncodedNumberfieldwillauto-populate.
6 Ifyourorganizationisequippedwithanenrollmentreaderthereisanalternativemethodtoentertherequiredinformation.StatbyclickingRead.
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Step Action Screenshot7 Selecttheappropriate
EnrollmentReaderfromthedropdownmenu;thenclickGo.Note:Youmustnowpresenttheaccesscredentialtotheenrollmentreader.
8 Allrequiredfieldsshouldnowbeentered.Note:Youhavetheoptionofenteringanexpirationdatefortheaccesscredential.
9 Next,makesurethatthestatusdropdownmenuissettoActive.
10 ClickSave.
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Step Action Screenshot11 Theaccesscredential
isnowactiveandreadyforuse.
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ChangetheStatusofanAccessCard
The need may arise to change the status of someone’s access credential, such as in the case of a lost or damaged access card. Follow this procedure in order to change the status of an access card.
Step Action Screenshot1 Access the Person
record for the person whose access card you wish to edit.
2 ClickAccessControl.
3 Selectthenewstatus
fromthedropdownmenu.Note:Somepeoplehavemultipleaccesscards.Makesureyouselectthecorrectcard.
4 ClickSave.
5 Thecardstatusisnow
updated.
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TemporaryAccessCards
Followthisproceduretoissueandmanageatemporaryaccesscard.
Step Action Screenshot1 To Issue a Temporary
Access Card: Access the Person record for the person you wish to issue a temporary access card.
2 ClickAccessControl.
3 ClickIssueTemporary
Credential.
4 Selecttheappropriate
EnrollmentReaderfromthedropdownmenu;thenclickGo.Note:Youmustnowpresentthetemporaryaccesscredentialtotheenrollmentreader.
5 Allrequiredfieldsshouldnowbeentered.Note:Anexpirationdateisautomaticallyentered.
6 Next,makesurethatthestatusdropdownmenuissettoTemporary.
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Step Action Screenshot7 ClickSave.The
temporaryaccesscardisnowreadytouse.
1 ToExtenda
TemporaryAccessCard:Ifatemporaryaccesscardexpires,butstillneedstobeused,itmaybeextended,dependingontheend-user’ssystemrules.ClickExtendTemporaryCredentialandre-scanthetemporaryaccesscardattheselectedenrollmentreader.
2 ClickSave.
1 ToReturnaTemporaryAccessCard:ClickReturnTemporaryCredential.
2 ClickSave.
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AssigningandRemovingAccessLevels
The need may arise to add or remove access levels from a person’s record, such as when a person’s job changes. Follow this procedure in order to change a person’s access level.
Step Action Screenshot1 Access the Person
record for the person whose access levels you wish to change.
2 ClickAccessControl.
3 Toaddanaccesslevel,
selecttheappropriateaccesslevelfromtheAvailablelist.
4 Clicktheright-arrow
button.
5 ClickSave.
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Step Action Screenshot6 Toremoveanaccess
level,selecttheappropriateaccesslevelfromtheSelectedlist.
7 Clicktheleft-arrow
button.
8 ClickSave.
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CancelanAccessCard
If you need to cancel an access card (because someone is leaving the company, or is transferred to another facility, for example) follow this procedure.
Step Action Screenshot1 Access the Person
record for the person whose Access credential you wish to cancel.
2 ClickAccessControl.
3 Clickthe“-“iconnext
totheaccesscredentialtobecanceled.
4 ClickYes.
5 Theaccesscardhas
beencanceled.
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Badging
UploadaPhotoIDLayout
The design of an ID badge is contained in a special layout file that has a .DGN file extension. The layout file is required for printing ID badges. Follow this procedure in order to upload an ID layout file into your NetBox system.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickUtility.
3 ClickPhotoIDLayout
Upload.
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Step Action Screenshot4 ClickChooseFile.
5 Selectthefileyouwish
toupload;thenclickChoose.
6 ClickSave.
7 Thenewlayoutfileis
uploaded.
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CapturingIDBadgePhotos
Your NetBox system may be equipped with a peripheral digital camera capable of taking ID photos. If so, follow this procedure in order to take an ID badge photograph.
Step Action Screenshot1 Access the Person
record for the person you want to photograph for an ID badge.
2 ClickPhotoID.
3 ClickPhotoID.
4 ClickCaptureImage.
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Step Action Screenshot5 Ifprompted,selectthe
appropriatecapturedevice.Note:ThecorrectcapturedeviceistypicallyacameralinkedtotheEPIsoftwaredriversasdepictedhere.
6 ClickOK.
7 Composeyour
photographandclickTakePicture.
8 ClickSaveImage.
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AttachinganIDPhototoaPersonrecord
Follow this procedure in order to upload an existing ID photo and attach it to a person record.
Step Action Screenshot1 Access the Person
record you want to add an ID photo to.
2 ClickthePhotoIDtab.
3 ClickAttachIDPhoto.
4 ClickChooseFile.
5 Browsetoandselect
thepicturefileyouwishtouse.
6 ClickOK.
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Step Action Screenshot7 TheIDphotoisnow
attachedtothePersonrecord.
8 UsetheChangeor
DeletebuttonstochangeordeletetheIDphoto.
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PrintinganIDBadge
Follow this procedure to print an ID badge.
Step Action Screenshot1 Look up the Person
record for the person you want to print an ID badge for.
2 ClickPhotoID.
3 ClickPhotoID.
4 ClickPrintPhotoID.
5 Selecttheappropriate
printerandclickOK.
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Reporting
RunanAccessLevelReport
An Access Level report gives you information about the different access levels that are set up in your system. Follow this procedure to run an Access Level report.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickReports.
3 ClickPeople.
4 ClickAccessLevels.
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SampleAccessLevelReport
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RunaCredentialAuditReport
A Credential Audit report returns information regarding access cards that have been set up in your system. Follow this procedure to run a Credential Audit report.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickReports.
3 ClickPeople.
4 ClickCredentialAudit.
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Step Action Screenshot5 Selecttheaccesscard
statusyouareinterestedinfromAvailablelist.Note:YoucanchoosemorethanonestatusbyholdingdowneithertheControlkey(PC)ortheCommandkey(Mac)
6 ClicktheRight-Arrowbuttontoaddtheselectedcardstatus(orstatuses)totheSelectedlist.
7 Optionally,youcan
limityourreporttoonlycredentialsthathavenotbeenusedforacertainnumberofdays,bytypinganumberintotheappropriatetextentryfield.
8 Youcanalsochoosetohaveyourreportspanallpartitionsinyoursystembyclickingtheappropriatecheckbox.
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Step Action Screenshot9 ClickGo.
SampleCredentialAuditReport
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RunaPhotoIDRequestReport
A Photo ID Request report is useful to the person responsible for creating photo ID badges. It displays all of the requests for photo ID badges that need to be created. Follow this procedure in order to run a Photo ID Request report.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickReports.
3 ClickPeople.
4 ClickPhotoID
Requests.
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SamplePhotoIDRequestReport
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RunaRosterReport
A Roster report gives a list of all people currently in your system. Follow this procedure in order to run a Roster report.
Step Action Screenshot1 Click the
Administration top-level control.
2 ClickReports.
3 ClickPeople.
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Step Action Screenshot4 ClickRoster.
5 Ifdesired,clickthe
checkboxtoshowpeoplethatarebuiltintootherpartitionsthatarevisibletoyourpartition.
6 ClickGo.
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SampleRosterReport
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ScheduledActions
WhatisaScheduledAction?
A scheduled action is a planned temporary override of the normal access control schedule. For example, a scheduled action can be created that will lock a portal for a future period time when it would normally be unlocked. A scheduled action could also be created that will grant access to an elevator that is usually restricted from public access. Scheduled actions can be created for a number of different resources including:
• Portals • Portal Groups • Elevator Floors • Floor Groups • Inputs • Outputs
Scheduled actions can be created for portals, portal groups, elevator floors, floor groups, inputs and outputs.
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CreatingaScheduledAction
Follow this procedure in order to create a scheduled action.
Step Action Screenshot1 Log into your S2
NetBox controller and click the Configuration top-level control.
2 ClickScheduledAction.
3 Clickthearrownextto
thedesiredtypeofresource.
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Step Action Screenshot4 Clickthe“+”iconto
selectaspecificresource.Note:Resourcesthatalreadyhavescheduledactionscreatedwillalreadybelisted.
5 Selectthedesired
resourcefromthedropdownmenu.
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TheCalendarnowshowstheschedulefortheselectedresource.Inthisexample,thelightgreenrepresentstheunlocktimespecfortheselectedportalgroup.
SelectedResources
ResourceSchedule
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6 Clickanddragwiththemousetohighlightthetimeyouwanttooverridetheregularschedule.
7 Apop-upwindowwill
appear.Noticethatthelock/unlockstateofthescheduledactionbeingcreateddefaultstotheoppositeofthenormalschedule,andthetimeofthescheduledactioncorrespondstothedateandtimeselectedonthecalendar.Youcanenteradescriptionormanuallyadjustthetimingofthescheduledactionsusingthefieldsinthispop-upwindow.
Note:Youcanalsocallupthispop-upwindowandmanuallycreateascheduledactionbyclickingtheblue“+”icon.