S-IMS-A Intelli-M Access Essentials V4.0 Installation and User Guide

Transcription

1 S-IMS-A Intelli-M Access Essentials V4.0 Installation and User Guide For SKU: S-IMS-A ACCESS Essentials PLEASE READ THIS MANUAL BEFORE USING YOUR INTELLI-M ACCESS SYSTEM, and always follow the instructions for safety and proper use. Save this manual for future reference. IN_S-IMS-A_4.0_RM 1/2/2014

2 Legal Notice infinias, the infinias logo, and Intelli-M are trademarks of infinias. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other trademarks and trade names may be used in this document to refer to either the entities claiming the marks and names or their products. infinias disclaims any proprietary interest in trademarks and trade names other than its own. infinias 9340 Priority Way West Drive Indianapolis, IN Telephone: (toll free), No part of this document may be reproduced or distributed in any form or by any means without the express written permission of infinias. The information in this document is subject to change without notice or obligation. Copyright 2014, infinias. All Rights Reserved. ii

3 TABLE OF CONTENTS Table of Contents SECTION 1 Introduction System requirements Considerations Operating systems Hardware Software Version 4.0 license Important terms and concepts...3 SECTION 2 Installation Import data from other access control systems (optional) Import to Intelli-M Access...18 SECTION 3 Configure Intelli-M Access Logging into Intelli-M Access Settings page Replacement license - Intelli-M Access upgrade to V Activate your license Create a door Create a door with eidc controller Create a door with Stanley EL Series locksets Create a Person Change the Admin password Create an Access Privilege Additional configuration steps for your facility...39 SECTION 4 User Interface Page layout Login to Intelli-M Access Events page People page Views and Actions Create Person Edit Person Delete Person View Person...53 Intelli-M Access V4.0 User Manual iii

4 TABLE OF CONTENTS Print Badge Get Events Create Group Edit Group Reports page Doors page - Home section Views Actions (Doors View) Actions (Zones View) Door Status Icons Doors page - Configuration section Create Door Edit Door Delete Door Update All Update Modified Update Get Events Create Behavior Edit Behavior Delete Behavior Create Zone Edit Zone Delete Zone Update Schedules page Create Schedule Delete Schedule Create Holiday Set Edit Holiday Set Delete Holiday Set Groups page - Configuration section Rules page Create Rule - Access Privilege Create Rule - Event Management...77 iv

5 TABLE OF CONTENTS Create Rule - Hide Event Create Rule - Alarm Management Create Rule - Credential Management Create Rule - Event Create Rule - Lock Zone Edit rule Delete Rule Peripherals page Create Peripheral Edit Peripheral Delete Peripheral Customize page System Settings About tab tab Security tab...89 SECTION 5 Mobile Credential Install the Mobile Credential server Configure Intelli-M Access for Mobile Credentials Install a Mobile Credential license Assign Mobile Credential to a person Install and configure the infinias app on a mobile device Using the Mobile Credential SECTION 6 Advanced Setup and Configuration APPENDIX A Stanley QEW Gateway Setup for Intelli-M Access APPENDIX B Troubleshooting FAQ B.1 Installation issues B.2 Runtime troubleshooting Intelli-M Access V4.0 User Manual v

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7 SECTION 1: INTRODUCTION SECTION 1 Introduction Thank you for purchasing Intelli-M Access, the Simple, Scalable, and Secure access control system. Intelli-M Access is the most functional and economical access control system available for small through enterprise scale installations. This guide the installation, configuration and management of the Intelli-M Access V4.0 access control system. 1.1 System requirements Considerations Since Intelli-M Access is a client/server application, we recommend that it be run on a server in a secure environment. If Intelli-M Access is installed in a virtual environment, we recommend VMWare ESXi or higher. Note that Intelli-M Access includes a Rules engine that extends the functionality of the system; to take advantage of these features, the server must be available continuously Operating systems Intelli-M Access runs on Microsoft Windows operating systems. We always recommend using the most recent versions of operating systems, and for installations of greater than 32 doors, we strongly recommend using a server class operating system. Microsoft Windows Vista Professional (recommended), Enterprise, Ultimate Microsoft Windows Server 2008 R2, Server 2012 R2 Microsoft Windows 7 Professional, Enterprise, and Ultimate, Windows 8, Windows 8.1 Other versions of Microsoft Windows, including the Home version, do not include components required by Intelli-M Access Hardware For 32 doors or less, the recommended hardware includes: 2GB RAM 2 GHz Processor 50GB HDD free space Single 100 Mb network interface Microsoft Windows Vista or newer Intelli-M Access V4.0 User Manual 1

8 SECTION 1: INTRODUCTION For 32 to 128 doors, the recommended hardware includes: 4GB RAM Dual core, 2 GHz Processor 100GB HDD free space Single or dual 100 Mb network interface Microsoft Windows Vista or newer For more than 128 doors Intelli-M Access takes advantage of multiple processors and expanded memory. For extremely large systems, the database server and reporting services can be moved to another server to improve performance. For specific recommendations, please contact infinias Software Intelli-M Access requires key components available with or for advanced Microsoft Windows operating systems including: IIS (Internet Information Server) - Microsoft web server resident in Windows. This server is used to provide Intelli-M Access web pages to any standard browser. IIS must be activated before installing Intelli-M Access. Message Queueing - By using transaction server, Intelli-M Access delivers an asynchronous message queuing architecture designed to be robust, highly scalable and resilient to spikes in demand. Like IIS, Message Queueing must be activated before installing Intelli-M Access. Reporting Services - Reporting Services is installed with the SQL Server Advanced Services package provided by infinias. It provides reporting capabilities. Both reports and badges are delivered through Reporting Services. To design reports, download and install Report Builder, a free tool from Microsoft. SQL Server - Intelli-M Access uses version 2008 or newer, and will automatically install the 32-bit version of SQL Server 2008 R2 with Advanced Services if a compatible version of SQL Server is not already installed. Intelli-M Access also requires Microsoft SQL Reporting Services, a part of the SQL Server installation, to be installed. All required software packages, including SQL Server 2008, will be automatically configured during the installation process. Refer to the installation chapter for more information. 1.2 Version 4.0 license The new Intelli-M Access V4.0 licensing system requires the Intelli-M Access server to be connected to the internet during the license activation phase. If the server is not or cannot be connected to the Internet, contact infinias to help you activate your system. The new license key consists of a License Key string and a Password string each string is 6 or 7 characters long. Keys used to activate Intelli-M Access V3.x and earlier systems are incompatible with V4. However, as with previous versions of Intelli-M Access, if you are installing Intelli-M Access as a new install, or as an update to an Intelli-M Access V3.x or older system, a 30-day trial key 2

9 SECTION 1: INTRODUCTION will automatically be generated. Refer to 3.3 Replacement license - Intelli-M Access upgrade to V4.0 on page 26 for more information. 1.3 Important terms and concepts This subsection includes important terms and concepts used in the advanced infinias access control system, which is a significant departure from traditional access control systems. Please become familiar with the following before configuring and using your Intelli-M Access system. Door vs. zone In former access control systems, a Door was configured to grant certain access privileges to that Door. Intelli-M Access introduces the concept of a Zone. A Zone can viewed as the physical space which the Door occupies in a facility, floor, or room. Simply put, a Door borders two areas of a room, floor, or building. Each of the two areas is called a Zone. Therefore, when you apply privileges to a Door Intelli-M Access, you re granting access to the Zone that the door protects. During installation, Intelli-M Access creates two default Zones: Inside and Outside. These zones represent the inside of your building or office, and the outside of your building or office - your perimeter door or doors already border these two zones. Inside your building, you may have interior doors that you need to secure. Each door to be secured also borders two zones: the interior of the floor or building, and the side you wish to secure. You could re-use the Inside Zone for the unsecured side of the door, and create a new Zone, for example IT Server Room, to serve as the name of the secured side of the door. During configuration of access privileges, you will grant access to the IT Server Room Zone, not the Door that borders it. You can re-use Zones in more than one way. The previous example demonstrated how you could re-use the Inside Zone because it happened to represent the same physical space that your perimeter doors also occupied. Another way to re-use a Zone name is if the same people will always be given identical access privileges to multiple areas. For example, if you are a hospital, and you have 3 operating rooms, and the same people always have identical access to those 3 rooms, then you can create a single Zone, such as Operating Room, to represent the secured side of the operating rooms. As you plan your system configuration, consider useful names for the Zones to which you will be applying access privileges. Once you have configured your Zones, it will be much easier to maintain and re-configure access privileges to the Zones than compared to the old mechanism of per-door privileges. Muster zone A Muster Zone is a Zone that has been tagged with the In or Out Muster attribute. When you tag a Zone with the In Muster attribute, Intelli-M Access will keep track of all users that have entered that Zone. You can also tag a Zone with the Out Muster attribute to keep track of both sides of a Door if you wish. A special Muster View on the Events Page displays the location of all cardholders in these Muster Zones in real-time. Intelli-M Access V4.0 User Manual 3

10 SECTION 1: INTRODUCTION Cardholder vs. group Traditional access control systems define a cardholder and allow you to configure that Cardholder s access rights within the system. Intelli-M Access borrows from the Enterprise world, and extends the Cardholder as a member of a Group, similar to the way Windows contains Windows account Users and Groups. All cardholders must be a member of at least one Group, and can be a member of multiple Groups. Access Privileges will be not be applied to a Cardholder but rather to a Group. Thus you can modify the access privileges of a large number of Cardholders with one simple configuration change. Or you can make significant access privilege changes to a single Cardholder merely by adding them to or removing them from a Group. Door types Intelli-M Access presents the Door Type, a template that describes the input and output configuration gathered into a single entity. Most door wiring configuration are already described with one of the built-in Door Types. If you have one or more doors with a nonstandard configuration, you can easily create your own Door Type which you can apply to your custom-configured doors. Door Behaviors Door Behavior declares the Door s unlock schedule and the mode of the attached card reader(s), such as Card Only mode or Card plus PIN mode. Intelli-M Access creates one behavior by default, the Always Locked Behavior. This Behavior sets the card reader to Card plus PIN. Rules and privileges Intelli-M Access expands the aging concept of access control, with the concept of Privilege : the combination of a Group (who has access), a Zone (where access is granted), and a Schedule (when access is granted). You can create as many Privileges as needed to manage the configuration of access rights in your system. Intelli-M Access extends these capabilities with the Rule. A Rule specifies the action taken when something happens. A Privilege is a type of a Rule ( what to do when a card is swiped or a PIN is entered ). There are many other Rules that you can create to make Intelli-M Access do precisely what you want when something happens. Examples include sending , locking and unlocking any Zone or Door, energizing or de-energizing one of the door controller outputs, etc. For more information see SECTION 6 Advanced Setup and Configuration on page 104. Schedules and holiday sets A Schedule is a stand-alone set of time ranges that define a 7-day week. Each day has a set of zero or more time ranges you can define. Schedules define the Active Time Range. A Schedule (Active Time Range) can be applied to a Door (via the Door Behavior) as an unlock schedule, to a Person (via the Group membership) to define the hours they may access a Zone, or a Rule to specify when the Rule can be active. For example, when a Schedule is applied to a Door, the Door will be unlocked during the Active Time Range, and unlocked during the inactive time range. 4

11 SECTION 1: INTRODUCTION A Holiday is a single day in which normal business hours are altered, such as Thanksgiving or Christmas. A Holiday Set is a grouping of Holidays in which the altered business hours match. For example, a Holiday Set might consist of New Year s, Thanksgiving, the day after Thanksgiving, and Christmas Day, when the office is closed; another Holiday Set might consist of Christmas Eve and New Year s Eve because the office hours are a half day. Once you ve established your Holiday Set, you can assign a set of zero or more time ranges that define that Holiday Set. You can also apply that Holiday Set to a Schedule you ve created. Thus, you ll have a single Schedule that contains the normal hours of office operation, plus all of the days in which the office is to be partially or completely closed. Finally, you can assign that Schedule to any Door Behavior, Person Group, or Rule. Events and alarms In Intelli-M Access, you define what is or is not an Alarm (or event) using the Rules Engine. By default, Intelli-M Access identifies an Alarm as an access control denial event. Alarm acknowledgement Intelli-M Access introduces the concept of Automatic Alarm Acknowledgement. Through the Rules Engine in Intelli-M Access, you determine what events are truly important. For more information see SECTION 6 Advanced Setup and Configuration on page 104. Extensibility and peripherals Intelli-M Access introduces the concept of a Peripheral, a third-party device that can be integrated with Intelli-M Access. A Peripheral can be any entity - a video surveillance DVR, an individual IP Camera, a hardware I/O device, or even a web service like Google Maps. Each Peripheral is supported by a Plugin, a software module that provides a bridge between Intelli-M Access and the device or service. You can then use the Rules Engine to control the Peripheral, telling it to record video on camera X when a card with invalid credentials are swiped at Door Y, energize output A when input B is raised, show live video in my browser on camera X when even Y occurs, etc. During installation, Intelli-M Access provides a 32-channel Ethernet-controlled I/O device peripheral. You can create a Rule to force the device s output(s) to a desired state, or use the device s inputs states to lock or unlock doors, send , and several other actions. Reports Intelli-M Access uses the Microsoft Reporting Services engine enabling you to create customized reports. Custom-printed cardholder badges also utilize the Reporting Services engine, giving you control over the look of your badges. For additional information about creating your own custom reports, please visit infinias.com. Intelli-M Access V4.0 User Manual 5

12 SECTION 2: INSTALLATION SECTION 2 Installation The Intelli-M Access installation package is contained in a 1.2GB compressed, self-extracting file that can be downloaded or available on installation media you can order from infinias. The compressed file contains all of the operating system and application prerequisites to complete the installation of Intelli-M Access V Obtain the Intelli-M Access installation file. 2. Copy the installation file to the server where you want to install Intelli-M Access. 3. Double-click the file to start the installation. If your current OS configuration requires an installation of one or more prerequisite software packages, you will be presented with a window similar to that shown below: InstallShield Prerequisites Dialog a. Click the Install button to install the first prerequisite in the list. Each prerequisite will be installed in order that you see them in the list. One or more prerequisites may require a system reboot, and may automatically do so in order to complete the prerequisite installation. If a reboot is required, the installation will continue immediately after logging back into the system following the reboot. Repeat this step until all prerequisites are installed. Intelli-M Access Prerequisite Manager A special prerequisite, the Intelli-M Access Prerequisite Manager, is the last prerequisite to be installed. This prerequisite will automatically install the required Internet Information Services (IIS) and Microsoft Message Queuing (MSMQ), packages that are both required by Intelli-M Access. Once this prerequisite is complete, the actual product installation will begin. 4. If there are any errors in installing any of the prerequisites, especially IIS or MSMQ, a prerequisite window will appear and will describe the error, similar to that shown below. 6

13 SECTION 2: INSTALLATION Intelli-M Access Prerequisite Manager Error Window a. If an error window appears during installation of a prerequisite, follow the instructions provided in the window before continuing the installation. If necessary, contact infinias Technical Support for further assistance. Begin installation 5. After all prerequisites are installed, you will be presented with the usual opening installation window (see below). Click Next to continue the installation. InstallShield Welcome dialog 6. When the License Agreement window appears, read the contents thoroughly. If you agree to the agreement detailed in the window, click the I accept the terms in the license agreement radio button. If you.. do not accept the terms in the license agreement, select that radio button. Click Next to continue. Intelli-M Access V4.0 User Manual 7

14 SECTION 2: INSTALLATION License Agreement dialog 7. If you agreed to the terms of the license agreement shown in the window above, the Destination Folder option will appear. Click Change, then browse to a different location for the installation, if necessary. Click Next to continue. Destination Folder dialog 8. The Setup Type window lets you choose which features of Intelli-M Access you need to install. 8

15 SECTION 2: INSTALLATION a. Do either of the following: Setup Type dialog * If a Custom installation is not necessary (see next bullet), choose Complete, then click Next and continue the installation at Step 9. * Select Custom then click Next and continue with the following sub steps if any of the following scenarios applies to your system:»» You already have a pre-existing instance of SQL Server 2008 R2 installed, either on the local computer or on a remote computer. See the important notes below regarding pre-existing SQL Server instances.»» You are installing Intelli-M Access onto a computer that already has a web-based application installed and is already listening on port 80. See the important note below regarding changing the name and location of the website. Intelli-M Access V4.0 User Manual 9

16 SECTION 2: INSTALLATION Many application installations affect the existing IIS configuration. Some applications change the name of the default IIS website from Default Web Site to another name. Some might delete the default website altogether. In either case, the application probably uses port 80 (and possibly port 443), preventing Intelli-M Access from using port 80. Other applications disable IIS because they use a third-party web server like Apache. In all of these cases, you can still install Intelli-M Access on this computer. If Default Web Site has been changed or removed, you can either provide the new name to the Intelli-M Access installer, or you can choose your own name and provide an unused port number (e.g or 8080). If IIS has been disabled, it was disabled so the third party web server could use port 80. In that case, change the port number in the Internet Services Information (IIS) Manager utility to an unused port number (e.g or 8080), re-enable Default Web Site, and provide the new port number to the Intelli-M Access installation. NOTE Intelli-M Access requires SQL Server Standard/Enterprise 2008 R2 or SQL Server Express 2008 R2 with Advanced Services. Regardless of which Edition you have installed, you must configure SQL Server to allow Mixed Mode Authentication - that is, SQL Server must allow both SQL Authentication and Windows Authentication. You can modify this configuration property using SQL Management Studio. You must have SQL Reporting Services installed. If you do not, the installation will succeed but the Reports page will show an error. If you do not need the reports feature in Intelli-M Access, then you do not need to install the Reporting Services option in SQL Server. If you will be using the reports feature of Intelli-M Access, run your SQL Server installation again and add Reporting Services to the installation. After that is complete, run the Intelli-M Access installation. If you have already installed Intelli-M Access, simply run the Intelli-M Access installation again and choose the Repair option. b. A Custom Setup window will open showing the installation components whose installation options you can modify. Click on each icon in the list to change how the feature is installed, then click Next. For example, If you already have SQL Server 2008 R2 installed, then click the icon to the left of the SQL Server entry, and choose Will not be installed, and click Next. If you do not have SQL Server installed, and chose Custom to modify the Intelli-M Access website name, than make no changes and simply click Next to continue. 10

17 SECTION 2: INSTALLATION Custom Setup dialog c. In the Database Server dialog, click Browse locate the full path to the SQL Server instance in the top edit box, if necessary. The full path includes the hostname or IP address of the computer on which SQL Server is installed. Database Server dialog If SQL is installed on the local computer, you may use., , or localhost to represent the computer name. Follow the hostname with the backslash character ( \ ) and then the SQL instance name, such as MSSQLSERVER or SQLEXPRESS. The installer attempts to discover and authenticate to any locally-installed SQL Server, so the correct information may already be displayed. If you do not know what to enter, please contact your IT representative or the person who installed SQL Server. d. Next, provide credentials that have access to SQL Server with Administrative control. You can use any credentials that you know have Administrative rights to SQL Server, either a Windows or SQL user. These credentials are necessary to create the infinias database in your SQL Server instance and will not be saved anywhere. Intelli-M Access V4.0 User Manual 11

18 SECTION 2: INSTALLATION e. Click Next to continue. The installation will then attempt to connect to SQL Server to verify your information. You will receive an error popup window if the installation fails to connect. If that occurs, please correct the SQL Server information and try again. f. After the installer successfully connects to the SQL Server, it will display the Microsoft Reporting Service dialog. The installer attempts to discover a locally-installed reporting services web server, so the correct information may already be displayed. Ensure that the URL shown is correct, or enter the correct path in the entry field. If you do not know what to enter, please contact your IT representative or the person who installed SQL Server. Click Next to continue. Microsoft Reporting Services dialog g. In the Intelli-M Access Web Application Web Application dialog, select a website name and the port on which the website will listen. If you are installing Intelli-M Access on a system that has an existing web-based application running, provide a unique name for the IIS Website to be created, along with an unused port number. Click Next to continue. Intelli-M Access Web Application Web Application dialog 12

19 SECTION 2: INSTALLATION h. In the Ready to Install the Program dialog, click Back to check are modify your pre-installation settings, if necessary, then click Install to continue with the Intelli-M Access Installation. Ready to Install the Program dialog Installation progress The actual installation process of copying files and configuring your operating system may take anywhere from 5 minutes to nearly an hour if SQL Server needs to be installed. When SQL is being installed, SQL installation process windows appear and display the progress of the SQL Server install. If the SQL Server installation fails, the SQL install the Intelli-M Access install will abort and an information window will appear. NOTE If SQL Server installation fails, refer to B.1 Installation issues on page 111 for suggestions on how to troubleshoot installation failures. Installation complete After all files have been copied and your system configuration is complete, the final installation window will be displayed. Click Finish to close the window. You are now ready to configure Intelli-M Access. Intelli-M Access V4.0 User Manual 13

20 SECTION 2: INSTALLATION If you are new to the infinias system, some concepts and terms used in Intelli-M Access may be unfamiliar. Review these in 1.3 Important terms and concepts on page 3 before continuing. 2.1 Import data from other access control systems (optional) NOTE If your Intelli-M access control system does not replace or build upon another access control system, skip this subsection and continue with Chapter 3. Intelli-M Access includes an import/export utility for extracting configuration information from other access control systems (such as Supervisor Plus) and importing that data into Intelli-M Access. For large access control networks, this can save hours of configuration time. Because of the complexity of the Door configuration in Intelli-M Access, however, Doors are not imported; they need to be manually created in Intelli-M Access. This utility imports data from other systems using a comma-delimited (CSV) text file. Data in CSV format may be exporting from a third-party access control system, and then imported directly into Intelli-M Access. A sample CSV file is available on the infinias website that describes the data format information. To use the Import/Export Utility: 1. Click the Windows Start menu All Programs infinias Import Utility. The startup page will open See below. 14

21 SECTION 2: INSTALLATION 2. If you have an XML or CSV file from exported another system, skip to subsection Import to Intelli-M Access on page 18 and follow the instructions on importing data into Intelli-M Access. 3. To export user data from Supervisor Plus, select the Export from Supervisor Plus radio button. The Export from Supervisor Plus option causes the utility to transfer cardholder and group information into an XML file. This file will be used later as the import file for transfer into Intelli-M Access. Click Next. 4. A Login page will open. In the Login window, enter hostname or IP address of the server where Supervisor Plus is installed. Intelli-M Access V4.0 User Manual 15

22 SECTION 2: INSTALLATION 5. Enter the user name and password for the SQL database that Supervisor Plus uses (see above). Use the default Integral name and password if they weren t changed. CAUTION If Supervisor Plus is running, exit Supervisor Plus and leave it off to avoid conflicts with Intelli-M Access. 6. Click Connect to connect to the Supervisor Plus database (e.g. SQL Server). The application will connect successfully if the proper hostname and credentials were entered. Contact infinias Support if you have having trouble connecting to the database. 7. After a connection to the database is established, click Next. 8. Check the Cardholder Information box, then click Next. The utility will export all cardholder information relevant to Intelli-M Access. 9. In the Target Export File window, click the folder icon and browse to the location where you want to save the export file. Append a file name, then click Next. 16

23 SECTION 2: INSTALLATION 10. In the Begin File Export window, click Next to proceed. A progress dialog will appear during the export process. 11. When the Task Complete window opens, click Finish. Intelli-M Access V4.0 User Manual 17

24 SECTION 2: INSTALLATION Import to Intelli-M Access To import data to Intelli-M Access: 1. Launch the Import utility, if not already open: Click the Windows Start menu All Programs infinias Export from Supervisor Plus. The startup page will open See below. 18

25 SECTION 2: INSTALLATION 2. To import user data from another access control system (such as Supervisor Plus) to Intelli-M Access, select the Import to Intelli-M Access radio button, then click Next. 3. In the Intelli-M Access Administrator login page, select options as follows: a. For the hostname, enter localhost (meaning that you must be running this utility from the server onto which you installed Intelli-M Access). b. Enter the admin username and password (use the default values if the password was not changed) you haven t changed the credentials yet. Ensure that proper credentials have been entered, and click Connect to connect to Intelli-M Access. If you have trouble connecting to the database, please contact infinias Tech Support for further assistance. c. After the test connection is successful, click Next to continue. 4. In the Import User Data page, click the directory icon and select the file containing the data you want to import, then click Next to continue. Intelli-M Access V4.0 User Manual 19

26 SECTION 2: INSTALLATION 5. Click Next in the Begin Data Import page to proceed with the import. The import process may take one or two minutes. 6. After the import completes, the Results Page sorts the import results into four categories: New Users that were added to Intelli-M Access Existing Users whose information was updated in Intelli-M Access Users who for some reason were not added or updated New Groups that were added to Intelli-M Access 20

27 SECTION 2: INSTALLATION The ResultsDialog example above shows one new User and two new Groups were added. After examining, click Finish in the Task Complete window to close the utility. Task Complete page Congratulations! You ve successfully transferred the users and groups from another access control system into Intelli-M Access. Intelli-M Access V4.0 User Manual 21

28 SECTION 3: CONFIGURE INTELLI-M ACCESS SECTION 3 Configure Intelli-M Access Follow these simple steps to get your access control up and running in minutes. This chapter will guide you through the minimal steps required for successful configuration of your Intelli-M Access system. Before configuring your system, write down the IP Address or Serial Number as well as the physical location of all of your door controllers. You will need this information to continue. 3.1 Logging into Intelli-M Access 1. At the windows desktop, click Start All Programs infinias Intelli-M Access to open your web browser pointing at Intelli-M Access running under IIS. An Authentication screen will appear. Intelli-M Access Login Page 2. In the Authentication screen, enter your Intelli-M Access username (default: admin) and password (default: admin), then click Login. Note that when Intelli-M Access is installed, the software is licensed in Trial mode for 30 days. 22

29 SECTION 3: CONFIGURE INTELLI-M ACCESS 3.2 Settings page After logging into Intelli-M Access with a Trial license, the Settings tab opens. To activate your user license(s), complete the following steps. If you do not have a valid license key and password, you can obtain one from your dealer by contacting sales@infinias.com for assistance. If your Trial license is still valid, you can skip the activation steps and continue with 3.5 Create a door on page 29 to configure your Intelli-M Access system. Activate licenses 1. To begin the License activation process in the Settings tab, click the Edit Dealer link under Actions on the left side of the window. The Edit Dealer Information window will open: NOTE The Custom tab in earlier version of In Intelli-M Access was renamed Settings in V4.0 to expand the functionality of this area of the user interface. The existing features in the Custom tab accessible by clicking the Custom Fields under Views. Settings Page 2. In the Edit Dealer Information pop-up window, you can retrieve your Dealer information from the Internet if you have your dealer key: enter the key in the field provided, then click Retrieve Dealer Information via Key. If you don t have either your dealer key or direct access to the Internet, enter the applicable information in the fields provided. Intelli-M Access V4.0 User Manual 23

30 SECTION 3: CONFIGURE INTELLI-M ACCESS 3. After entering your Dealer and Contact information, click Save. Your Dealer and Contact information will be transferred to the infinias registration server and appear in the Settings page. See the example below. 24

31 SECTION 3: CONFIGURE INTELLI-M ACCESS NOTE the Dealer Key to yourself. You can re-use that Dealer Key to avoid re-entering the same dealer information on future Intelli-M Access installations. If the server fails to connect to the registration server for any reason, the Dealer information will still be retained, but there will be no Dealer Key to reference later. 4. Next, click the Edit Customer link under Actions on the left side of the window to open the Edit Customer Information screen shown below. Edit Customer Information 5. In the Edit Customer Information pop-up window, you can retrieve your Customer information from the Internet if you have your customer key: enter the key in the field provided, then click Retrieve Customer Information via Key. If you don t have either your customer key or direct access to the Internet, enter the customer and contact information in the fields provided. 6. After entering your Customer and Contact information, click Save. Your Customer and Contact information will be transferred to the infinias registration server and appear in the Settings page. See the example below. Intelli-M Access V4.0 User Manual 25

32 SECTION 3: CONFIGURE INTELLI-M ACCESS Dealer, Customer, and License Information 3.3 Replacement license - Intelli-M Access upgrade to V4.0 If you are installing Intelli-M Access 4.0 as an upgrade to an existing 3.x or earlier Intelli-M Access product. A text window containing your replacement license key and password will appear. The new license information is also saved to a text file on your desktop for use later, if needed. Follow the instructions below to activate the license key. NOTE Currently, Intelli-M Access Professional and Intelli-M Access Corporate keys cannot be provided via this method. The replacement license key is for Essentials customers only. Please call technical support to obtain a replacement Professional or Corporate key. 3.4 Activate your license 1. In the Settings tab, click the Activate License link under Actions on the left side of the window. A popup window like that shown below will appear. 26

33 SECTION 3: CONFIGURE INTELLI-M ACCESS Activate License 2. In the window, enter your Intelli-M Access V4.0 license key and password (or for an upgrade install, your replacement license key and password). 3. Do one of the following: ONLINE ACTIVATION - if your Intelli-M Access server can connect to the Internet: Click Activate in the Activate License window. Intelli-M Access will then connect to the license registration server to register your copy of Intelli-M Access and activate your license. If the activation process succeeds, your licence key will appear on the Settings page. If the activation fails, use the OFFLINE ACTIVATION method described below. OFFLINE ACTIVATION - if your Intelli-M Access server cannot connect to the Internet: i. Click Activate in the Activate License window. The activation will fail, and the following pop-up window will appear. Activate License Failure ii. Click the link to Download activation request file..., then click Done to close the window. Intelli-M Access V4.0 User Manual 27

34 SECTION 3: CONFIGURE INTELLI-M ACCESS iii. iv. the Activation Request file to and request an Activation Response file. When you receive the Activation Response file, save it anywhere on your server. v. In the Settings tab, click the Activate License link under Action on the left side of the window. vi. In the Activate License window, click the link I have been provided a file for activating a license.... The following Activate License window will open. Activation Response File Entry Dialog vii. viii. In the window shown above, click Browse and select the Activation Response file saved earlier. Click Activate. 4. After performing the activation steps, verify that the license you added appears in the Settings tab. Also, a confirmation will be sent to you and your dealer showing that your license key was activated. 28

35 SECTION 3: CONFIGURE INTELLI-M ACCESS License activation - confirmation 5. Repeat this Activate your license procedure for additional licenses you need to activate. These licenses may include any of the following: Stanley Electronic Lock license Intelli-M Access V4.0 User Manual 29

36 SECTION 3: CONFIGURE INTELLI-M ACCESS Intelli-M Access V4.0 Corporate or Professional license Mobile Credential licence (see 5.2 Configure Intelli-M Access for Mobile Credentials on page 95 for more information) 3.5 Create a door infinnias Intelli-M Access V4.0 supports two door controller types: the infinias eidc/eidc32 controller, and the Stanley EL Series lockset. Although Creating a door for both types is similar, they function the same way within Rules, Schedules and Reports of Intelli-M Access Create a door with eidc controller The Doors tab in the Configuration menu system allow you to create (define), edit doors, delete doors, and update the Door configuration. See below. Initially, no doors are pre-configured for the system, but may be discovered automatically. Doors System Settings page 30

37 SECTION 3: CONFIGURE INTELLI-M ACCESS To create a door: 1. Open the Create Door menu. Click Configuration (in the upper right corner, if shown), click the Doors (tab), then click the Create Door link under Actions on the left side of the window. A blank menu, similar to that shown below, will open. 2. Enter the fields of the menu as needed: a. Choose a Door Name. Choose a name such as Front Door, Lobby Door, etc. b. Choose a Device. Leave the select at its default for this example. c. Choose a Time Zone. Choose the time zone that the door controller is physically located. (The doors can be located in different time zones.) Intelli-M Access will adjust the time of day to compensate for the time zone difference. For most installations, use the currently-selected time zone. d. Choose a Door Behavior. Even if you want this first door to be unlocked during business hours, you can still create the Door by choosing the default Always Locked Behavior. And if the door is to be locked all the time, you ll not need to revisit this later. e. Select the two Zones that the Door borders. The Secured (Inside) Zone represents the physical space that you want to secure access. The Unsecured (Outside) Zone represents the physical space that is unsecured, and is where the proximity card reader ( IN Reader ) will be located that grants access to the Secured Zone. If you have 2 readers, you will configured the second reader ( OUT Reader ) below. f. Choose an IP Address. The IP Address combo box will contain all door controllers that were automatically discovered by the system. All controllers that are within the Intelli-M Access server s subnet will be discoverable, and any controllers outside the subnet (i.e. with a router between the controller(s) and the server) will not be discoverable. If the IP Address of your device is not found, simply type the IP address in the combo box. Intelli-M Access V4.0 User Manual 31

38 SECTION 3: CONFIGURE INTELLI-M ACCESS g. Choose a Serial Number. If you chose an IP Address that was discovered, the Serial Number combo box will automatically choose the correct Serial Number for you from its list of discovered devices. If you manually entered an IP address in the IP Address combo box, then manually enter the Serial Number found on the sticker of the controller. h. Click Test Connect. (Optional) This step helps confirm that the IP Address and Serial Number are correct. If the Test Connect fails, make sure you can ping the controller (at a command prompt on the server, ping <IP address of the device>) and view it in a web browser (use the URL address of the device>). If Test Connect fails even after you ve resolved any connectivity issues, contact technical support for assistance... i. Choose a Door Type. If your door has a door contact sensor, please connect that sensor to Input 1 ( IN1 ) on the controller, and choose 1 or 2 Reader IN1 Normally Closed Door Type. If you do not have a door contact sensor, or if you sensor is a Normally-Open sensor, choose 1 or 2 Reader IN1 Normally Open Door Type. You may also press the Diagram button to view a superset of connection and wiring options. j. Choose the 2nd Reader. If you have only one card reader, or if you have two card readers - one on each side of the door to secure access in both directions - leave this choice in its default setting ( is not used or provides access in opposite direction ). If you are connecting both card readers on the same side of the door, choose provides access in same direction as Reader 1 (IN reader). If you do not know the answer, leave this choice in its default setting. 3. Click Create, then wait a few seconds. The Door will appear in the main Doors viewing area and eventually display three status icons. The left-most icon should be a yellow triangle, indicating that the Door configuration has changed and needs to be updated. (See Door Status Icons on page 61 for an explanation of door icons.) This is normal status the first-time creation of the Door. If there is only one icon and it is a red circle, the system could not communicate with the Door using the information you provided. If this occurs, recheck the entries you provided in the menu, and refer to appendix B.2 Runtime troubleshooting on page 113 for suggestions. 32

39 SECTION 3: CONFIGURE INTELLI-M ACCESS NOTE If you create or update a Door and you see a rippled red line in one of the fields, hover the cursor over that field. A message will popup explaining the problem. Correct the problem and try again. 4. Follow the steps above to create additional Doors. After creating Doors or editing Door menus, click the Update Modified link under Action on the left side of the window to apply the changes Create a door with Stanley EL Series locksets Stanley EL Series locksets interface to the Intelli-M Access server through a Stanley QEW gateway. Each gateway can service four locksets, each with its own lock identifier. Before adding Stanley EL Series locksets to Intelli-M Access, the Stanley QEW gateway(s) must be configured to communicate with Intelli-M Access. See APPENDIX A Stanley QEW Gateway Setup for Intelli-M Access on page 105 for the setup procedure. For more information about the Stanley QEW and EL Series locksets, refer to the documentation provided with those products. To create a door in Intelli-M Access for a Stanley EL Series lockset, do the following: 1. Open the Create Door menu. Click Configuration (in the upper right corner, if shown), click the Doors (tab), then click the Create Door link under Actions on the left side of the window. A blank menu, similar to that shown below, will open. Create Door popup window for Stanley EL Series lockset 2. Enter the fields of the menu as needed: a. Choose a Door Name. Choose a name such as Front Door, Lobby Door, etc. In the example above, the door name is associated with the gateway it is serviced by. b. Choose a Device. Open the drop-down list and select Stanley EL Series for Stanley locksets. Intelli-M Access V4.0 User Manual 33

40 SECTION 3: CONFIGURE INTELLI-M ACCESS c. Choose a Time Zone. Choose the time zone that the door controller is physically located. (The doors can be located in different time zones.) Intelli-M Access will adjust the time of day to compensate for the time zone difference. For most installations, use the currently-selected time zone. d. Choose a Door Behavior. Even if you want this first door to be unlocked during business hours, you can still create the Door by choosing the default Always Locked Behavior. And if the door is to be locked all the time, you ll not need to revisit this later. e. Select the two Zones that the Door borders. The Secured (Inside) Zone represents the physical space that you want to secure access. The Unsecured (Outside) Zone represents the physical space that is unsecured, and is where the proximity card reader ( IN Reader ) will be located that grants access to the Secured Zone. If you have 2 readers, you will configured the second reader ( OUT Reader ) below. f. Select a Device. In the lower section of the window, open the Device drop-down list and select the lockset with the Lock Identifier that you want to configure. The Lock Identifier (MAC address) for the lockset is shown on the controller module inside the lockset. If the lock identifier for the lock you are configuring doesn t appear in the Device drop-down list, click Refresh repeatedly until it appears. g. Choose a Serial Number. If you chose an IP Address that was discovered, the Serial Number combo box will automatically choose the correct Serial Number for you from its list of discovered devices. If you manually entered an IP address in the IP Address combo box, then manually enter the Serial Number found on the sticker of the controller. 3. Click Create, then wait a few seconds. The Door will appear in the main Doors viewing area and eventually display four status icons. eidc/eidc32 door Stanley EL Series door Battery power indicator Initially, the left-most Status icon may show a red circle. When an online message is received from the Stanley gateway, it will change to a yellow triangle, indicating that the Door configuration has changed and needs to be updated. (See Door Status Icons on page 61 for an explanation of door icons.) A door update can be performed when the icon is a red circle. This is normal status the first-time creation of the Door. If there is only one icon and it is a red circle, the system could not communicate with the Door using the information you provided. If this occurs, recheck the entries you provided in the menu. Or, if after an update, the red circle remains for an extended period, refer to appendix B.2 Runtime troubleshooting on page 113 for suggestions. 34

41 SECTION 3: CONFIGURE INTELLI-M ACCESS NOTE If you create or update a Door and you see a rippled red line in one of the fields, hover the cursor over that field. A message will popup explaining the problem. Correct the problem and try again. 4. Follow the steps above to create additional Doors. After creating Doors or editing Door menus, click the Update Modified link under Action on the left side of the window to apply the changes. 3.6 Create a Person The People page displays all of the cardholders and Intelli-M Access users in the system. Initially there is only one user (Person), the admin user account you used to log into the system. To create additional People who are cardholders or system users: 1. Open the Create Person menu. Click Home (in the upper right corner, if shown), click the People (tab), then click the Create Person link under Actions on the left side of the window. A blank menu, similar to that shown below, will open. Create Person popup dialog 2. Enter the fields of the menu as needed: a. Enter a First Name and Last Name in the appropriate name fields. b. Enter a Site Code and a Card Code. The card number (Card Code) is usually printed on the card, and the Site Code is printed in the paperwork that came with the batch of cards. If you do not know the Site Code or Card Code, simply swipe the card at the Door you created earlier, and the Site Code /Card Code combo will be displayed on the Events Page. Copy those values into these two fields. Intelli-M Access V4.0 User Manual 35