Crystal Matrix EasyWeb Help Facility

Transcription

1 Crystal Matrix EasyWeb Help Facility Contents Introduction... 3 General Usage Guidelines... 4 Main Menu Pages... 8 Monitor Roster History People Person (Badges) Person (Groups) Individual Permissions Apply your changes (Compiling) Understanding the Compile Process Full Compile Incremental Compile Partial Compiles Crystal EasyWeb Page 1

2 By Area, Door Group, Door, or Person Compile Screen Overview Compile Screen Details Title bar List section Compile submission section Business Rule Configuration Concepts People Groups Door Groups Shifts Holidays Group Permissions Auto Event (Unlock/Lock) Auto Event (Badge Unlock / Lock) Scheduled Events Scripts Admin Setup Users Security Active Directory Menu Items Crystal EasyWeb Page 2

3 Introduction The Crystal EasyWeb application allows you to manually control the doors of your facility Historical data can be reviewed, which is helpful when investigating the past usage of your facility. You can maintain the list of people who are contained in the system. People can be added/changed/deleted. Access privileges can be granted or removed. These privileges control where and when people are allowed access into your facility. Other business rules can be configured. Examples include configuring the automatic unlocking of doors, adding new shifts or new groups of doors. Crystal EasyWeb Page 3

4 General Usage Guidelines If an item is shown as Underlined, then you can click on it, and the system will access more information relate to the underlined item The Menu bar on each window will allow for easy navigation to the different features of the application. When the user places the mouse cursor over a main menu-item, a dropdown of additional selections appears. Crystal EasyWeb Page 4

5 The footer of each page has navigation links that allows you to: Return to the Main Menu s Home page Log out of the application. Back-up to the previous page (if applicable) Send an to your System Administrator Access the Help page If the user clicks on the footer s Release version, then the EasyWeb About screen appears. Crystal EasyWeb Page 5

6 The web application has a session timer, which will end your session if there is an extended period of no activity (i.e. you left your desk). The display shows the time remaining before the session is ended. When you access another page of the application, or transmit a change to a record, the timer resets. When the application generates a listing of information, and the listing has multiple pages of results, a footer will appear that allows you to browse thru the full listing When working with a database record, the required fields are shown with a tan background color Crystal EasyWeb Page 6

7 There are tool tips available for many data fields. These tips appear when your mouse cursor is held over the data field of interest. If there is an error with data in a field, that field s label will be highlighted in red The acronym ACS stands for Access Control System Crystal EasyWeb Page 7

8 Main Menu Pages Sign In Your system administrator can supply you with your company s EasyWeb URL. Access the system s sign-on screen by entering the EasyWeb URL into your web browser. The main login form appears, where you can enter your user name and password. Typical Menu. Most users will see this menu. It allows you to operate the system, and to maintain the card holder database. Crystal EasyWeb Page 8

9 Business Rules Users who see this menu can define the basic business rules that the access control system uses. EasyWeb System Administration The System Administrator will see this menu. It allows access to the screens where the EasyWeb Users are configured, and where general EasyWeb configuration can be done. Crystal EasyWeb Page 9

10 Monitor Monitoring the Door s status. From the Main Menu page, select the Monitor ICON. The Monitor page appears. Each door appears is a separate area on the Monitor screen The user can limit the number of doors shown on the window, by selecting a Door Group The displayed doors status is periodically updated. The user can discontinue this update by clicking on the Pause button. The door s current state is indicated by both the displayed ICON, and the colored regions next to the ICON. The color coding is: Normal (Blue) Locked Down (Red) Unlocked (Green) Disabled (Gray) Temp Override (Yellow) Perm Override (Purple) Crystal EasyWeb Page 10

11 Operating the Doors Each door has buttons that can operate the door Admit Open the door for a short period, and then automatically relock it. Unlock Door is unlocked, and left unlocked Normal The door is locked and will accept authorized cards. This action is used to return the system to the Normal state, after a Lockdown or Unlock action has been used. LockDown The Door is locked, and will not accept normal cards. Clear Used with doors who normally operate in Local Mode. If one of these doors are manually placed into a Lockdown or Unlock state, the system will automatically switch that door into Host Mode, where it operates until the Clear button is clicked. Crystal EasyWeb Page 11

12 Roster Who is inside the Facility? The Roster report tells you who is inside the facility. To access the Roster report, from the Main Menu page, select the Roster ICON To use this feature, your facility must be configured properly, and there must be a workplace rule in-place that states: People must badge-in when they enter the facility. People must badge-out when they leave the facility. The left listing shows who is: in the facility. The right listing shows who is: outside the facility. Crystal EasyWeb Page 12

13 Is this feature available at your Facility? If your system is not configured to support the Roster feature, if you click on the Roster ICON, then you will see this page. It explains that your system is not configured to track: who is in the facility. Adjusting who is inside the Facility. You can use the Roster page to adjust who is considered inside the facility by clicking on that person s ID field. If the person left the building, and forgot to badge out, click on their entry in the IN People listing (Arrow #1). This will tell the system that they are no longer in the facility. Likewise, it is possible to show that someone is in the facility, after they forgot to badge in. In the right listing, select a Door that will be considered to be the door that they entered thru, and then click on the person s ID field (Arrow #2). Crystal EasyWeb Page 13

14 History Reviewing the activity that has happened within the Access Control System. From the Main Menu page, select the History Search ICON The History Search page appears. This page displays the latest history records. Filtering the History Display The history record display can be filtered in many ways. The example shown is listing activity recorded for Kelly Adams. Filtering can be done based on: People Activity Affected Door or Area Time Frame Crystal EasyWeb Page 14

15 People Locating someone who is in the system already. From the Main Menu page, select the People ICON The People Locator page appears. You can search by first name and/or last name. You can specify the full name, or just the first few letters from the beginning of the name. You can filter out any employees who have be deleted. Delete employees are kept in the system to allow their name to appear on history reports. Adding a new person to the system. From the People Locator page, select Add a Person. Fill in the data that applies. Required fields are shown with a tan background. Click on the Save button to add the new person. Crystal EasyWeb Page 15

16 Changing a person who is in the system. Using the People Locator page, locate and click on the name of the person being changed. Using the Persons Detail page, update the items required, and click on the Save button. Crystal EasyWeb Page 16

17 Reviewing when/where a person is allowed access To help you determine where a person is allowed access, the application can generate a listing of the doors and times where that person is allowed access. From the Persons Detail window, select the Show Door Access Permissions selection The page(s) displayed will show each group that the person is assigned to, and for each group, the doors & times where access is allowed. If an Individual Permission has been defined for this person, that business rule is shown with a Group Name of Individual Permission. Crystal EasyWeb Page 17

18 Person (Badges) Assigning a Badge to a Person From the Persons Detail Page, click on the Add a Badge selection under the badge listing Input the badge number in the Badge ID field shown. When assigning a badge (credential), there are a number of choices available. Examples: When assigning a PIN Code for a keypad, select: Keypad only. When assigning a Proximity card, select: Prox only. if the user is getting a card, and is also going to memorize the assigned card number to be able to use it as a PIN code, select: Prox & Keypad. If the card is to expire in 30 days, check the Expire by Date option, and input the date on which the card expires. Crystal EasyWeb Page 18

19 Giving Special Settings to a person. Some features of the access control system are granted on a badge by badge and door by door basis. Once a badge is selected on the Badge Detail page, the Special Settings are available. Click on the Add a Special option The Special Setting page appears, and you can select which door this setting will apply to. And then select the Special Setting that is being assigned. Examples include: A badge unlocks a door, and leaves it unlocked. When the badge is presented a 2 nd time, then the door re-locks. (Unlock Badge) A badge will enter, even if the door is in a lockdown mode. (Master badge) A badge will clear any alarms that are currently associated with that door Crystal EasyWeb Page 19

20 Person (Groups) Assigning a Person to a Group The access control system is already configured so that certain groups of people have access to certain areas, at certain times. When a person is assigned to a Group, they are automatically granted the access rights that have been configured for that group. Start from the Persons Detail Page. Click on the Assign another Group selection under the group listing The Group Detail windows appears Select the group(s) that you wish to add to this person, and click on the Add Selected Groups button Note: The displayed group listing does not include any groups that are already assigned to this person. Crystal EasyWeb Page 20

21 Individual Permissions Allowing access to specific doors, for a specific person Typcially, most of the system s business rules will be handle with Group Permissions, but the creation of Individual Permissions is also supported. From the Persons Detail window, select the Modify Individual Permissions selection A second method of getting to this screen is to select the Individual Permissions from the main menu. From the Individual Permissions window, you select a person (WHO), a Shift (WHEN) and a Door/DoorGroup (WHERE). When the Add button is clicked, that person now has access to the location specified. Crystal EasyWeb Page 21

22 Apply your changes (Compiling) Understanding the Compile Process The Crystal Matrix system maintains the system s business rules (Who/When/Where) in a group of supporting tables related to people, doors, shifts and permissions. In order for the system to be able to quickly determine if a card presented to a reader should unlock a door, the information in these tables is compiled into a special look-up table (Access Table), which is designed for speed. Additionally, as part of the compile process, some of this information is sent to each affected readercontrollers where it is stored locally. This information allows the reader-controller to locally make decisions about user access. Full Compile During a Full Compile the system wipes out all the data in the Access look-up table and rebuilds it completely. The reader-controllers have their internal tables purged, and completely rebuilt. A Full Compile is the most complete, and the slowest compile because every reader-controller in the entire system will be fully updated. Incremental Compile During an Incremental Compile the system wipes out all the data in the Access look-up table and rebuilds it completely. The system determines what changes need to be sent to each reader-controller, to update the reader-controller s internal tables. Because a limited amount of data is sent to the readercontrollers, an Incremental Compile is typically noticeably faster than a Full Compile, especially for sites who have many people and doors. Partial Compiles By Area, Door Group, Door, or Person Partial Compiles allow the user to target specific areas of the system to recompile. The user selects the item of interest (Area, Door Group, Door, or Person), and the Partial Compile will update both the Access look-up table, and the affected reader-controller s internal tables. Partial Compiles typically complete quicker than the other compile processes. The compile-by-person is typically the fastest to finish. Crystal EasyWeb Page 22

23 Compile Screen Overview The compile screen allows the user to review and/or submit compile requests to the Crystal Matrix Permission Compiler. The top of the screen list all the compile requests waiting to be executed by the Permission Compiler and the bottom portion allows the user to create new requests. Normally compile requests are created as the users makes modifications on other screens, and those changes require recompilation. Compile requests can also be created from this screen, there is no difference as far as the Permission Compiler is concerned. Crystal EasyWeb Page 23

24 This portion is mostly self explanatory but there are a few things that need to be understood. Compile Screen Details Title bar The title line on the Compile screen either reads Or depending on whether or not the system s auto compile feature is turned on. When auto compile is on then as the user makes system changes that require compiles, they are submitted directly to the Permission Compiler. When the auto compile feature is turned off, then the compile entries are stored by EasyWeb and only submitted to the Permission Compiler when the user clicks the button at the bottom of any screen or the user goes to the Compile screen and click the button next to one of the listed entries. Note: When auto compile is turned on and the user comes to the Compile screen, it is still possible for entries to be displayed in the top list because the Permission Compiler only executes one of the entries at a time. If the user does nothing other than redisplay the screen, the list will disappear one entry at a time. The auto compile feature can be turned on or off by clicking on the option. This is the same auto compile option accessible from the Admin Setup screen. List section The list portion of the screen will display each compile request in ascending order of when they were created by date and time. The compile type column indicates the type of compile that was submitted and will either be Person, Door, Door Group, Area, Incremental or Full. The key column will only be filled in if the compile type is Person, Door, Door Group or Area. The user can either delete or execute one of the items in the list by clicking on the appropriate button next to the line item. The execute is only available if the auto compile feature is turned off and clicking the button will remove the entry from this list and submit it to the Permission Compiler for immediate compilation. The will either delete or execute all the items in the entire list. Compile submission section The remaining section of the screen is a supplied method for the user to submit the compile statement Crystal for any of EasyWeb the available options. Page 24

25 Business Rule Configuration Concepts Basic System Configuration. A diagram of how the Access Control System s basic rules are configured is shown below. Crystal EasyWeb Page 25

26 You answer three questions when building this type of business rule. Who is going to have access. When is access allowed Where is access allowed. For the Who question: People are added. One or more Badges are assigned to those people Those people are assigned to one or more People Groups For the When question: Shifts are defined, which are based on Days of the Week For the Where question: Doors are defined, and then optionally, may be assigned to one or more Door Groups Once the Who/When/Where components are defined, a Permission is defined which states that: This Group of People, during this Shift, are allowed access thru this Door or Door Group. Note: For the special case where a business rule will only apply to a single person, the Individual Permission feature supports this, without having to take the manual steps of defining a specific People Group and Permission for this person. Crystal EasyWeb Page 26

27 People Groups Groups of People are used when building Permissions. From the Main Menu page, select the People Group ICON The People Group Maintenance page appears. Here you can add/delete the People Groups themselves. There are two listing of personnel shown on the screen. Those who already belong to the selected People Group, and those who do not belong to the selected People Group. With this window, you can easily populate a newly defined People Groups with personnel who are already in the database. There are two windows where the assignment of personnel to People Groups can occur. If a single group is having many changes made, then using the People Group window is the preferred method. If a single person is being added to one or more groups, then locating that person by using the People window, and then using People window s Group Maintenance feature may be more convenient. Crystal EasyWeb Page 27

28 Door Groups Door Groups allow for multiple doors to share permissions. From the Main Menu page, select the Door Group ICON The Door Group page appears. There are two listing of Doors on the screen. Those who already belong to the selected Door Group, and those who do not belong to the selected Door Group. With this window, you can easily move Doors into and out of the selected Door Group. Crystal EasyWeb Page 28

29 Shifts Defining when actions can happen within the system. From the Main Menu page, select the Shifts ICON Shifts can be maintained from this window. Items to note: Common Shift presets, to use when starting a new shift, are available at the bottom left of the window. If a day is to be included in the Shift, select the checkbox on the far left. To set the times, use the boxed-in area to configure the desired time, and then click on the day s start/stop time fields. Crystal EasyWeb Page 29

30 Holidays Defining Holidays within the system. From the Main Menu page, select the Holiday ICON Holidays can be maintained from this window. When a Shift is defined, it is configured to apply to: Holidays, Non-holidays, Or Both Holidays & Non-holidays Permissions that reference a holiday shift, are only valid on holidays. Permissions that reference a non-holiday shift, are not valid on holidays. Crystal EasyWeb Page 30

31 Group Permissions Permissions define the system s Business Rules. Business rules can be define by selecting: A Group of People A Shift A Door or A Door Group Once the Permission is saved, and the system is compiled, that business rule is enforced. Some permissions are automatically generated by the system, and can be displayed by setting the Display Special Badges Permissions radio button to Yes. Crystal EasyWeb Page 31

32 Auto Event (Unlock/Lock) Doors that unlock at a scheduled time, and then re-lock at a later time From the Main Menu page, select the Automatic Event s Unlock/Lock ICON The Unlock/Lock events page appears. By picking the desired Door Status, Shift, and Door/Door Group, you define a business rule that will force that door(s) into the selected status at the beginning of the shift, and return the door(s) to the normal status at the end of the shift. Crystal EasyWeb Page 32

33 Auto Event (Badge Unlock / Lock) Doors that unlock on a schedule & after a badge is presented, and then re-lock at a later time. From the Main Menu page, select the Automatic Event s Badge Unlock/Lock ICON The Badge Unlock/Lock events page appears. This feature has one important difference from the standard Unlock/Lock Event described earlier. Once the specified shift starts, the system waits for one of the identified badge(s) to be presented, and then unlocks the door for the rest of the shift. This allows the user to assure that the facility is manned when the door enters its unlocked state. By picking the desired Person, Person s Badge, Shift, and Door/Door Group, you define the appropriate business rule. Crystal EasyWeb Page 33

34 Scheduled Events Defining Scheduled Events within the system. From the Main Menu page, select the Schedule Events ICON Scheduled Events can be maintained from this window. The list of currently defined Schedule Events is displayed. A Schedule Event is a special action that the system will take, on a specific day, and at a specific time. Example usages of a Schedule Event could include: Unlocking all the doors on a high school s gymnasium for a Friday Night basketball game or Unlocking an office s front door for their annual Open House. Crystal EasyWeb Page 34

35 Scripts Running Scripts from the EasyWeb application. From the Main Menu page, select the Schedule Events ICON There are two sections on this page. The top section Existing Scripts are all of the scripts that the logged on user has access to execute. These scripts were set up using the Crystal Matrix application. The second list Scheduled Execution of Scripts is all of the scripts currently set up to execute. To queue up a script to execute, you simply click on the Execute button. If you do not put in a date or time, the script will be queued up to execute immediately. Crystal EasyWeb Page 35

36 Admin Setup EasyWeb System Configuration From the Main Menu page, select the Admin ICON The Admin Setup page appears. This window allows the system administrator to customize the way that EasyWeb application works for their business. Each field has a Mouse Over pop-up that will describe the meaning and options available for that field. Crystal EasyWeb Page 36

37 Users Maintaining the list of Users for EasyWeb. From the Main Menu page, select the Users ICON The User Locator page appears. The Access Control System has two lists of personnel. The People database is the list of who use credentials to enter the facility. The User Database is the list of who uses the EasyWeb application to operate, monitor, and administrator the Access control system This window s functionality is identical to the People Locator window, but accesses the personnel in the User database. You can search by first name and/or last name. You can specify the full name, or just the first few letters from the beginning of the name. Crystal EasyWeb Page 37

38 Adding a new User to the system. From the User Locator page, select Add a User. Fill in the data that applies. Required fields are shown with a tan background. Click on the Save button to add the new User. The EasyWeb Level and Authority Level setting control what this user will be allowed to do. Authority Level The Authority Level is used to determine what doors this person can control from EasyWeb. A door s Monitor Authority Level is configured within the Crystal Matrix Administrator. User s Authority Level = Low Control doors who have: Monitor Authority Level 1 and lower User s Authority Level = Med Control doors who have: Monitor Authority Level 2 and lower User s Authority Level = High Control doors who have: Monitor Authority Level 3 and lower Crystal EasyWeb Page 38

39 Monitor (Monitor) EasyWeb Level This defines what area(s) within EasyWeb that a user is allowed access to. Each level shown on this list is also allowed access to all features listed above that entry. Please note that the Security Option from the Main Menu can be used to fine-tune the list of EasyWeb features that a specific user has access to. Research (Roster & History) Human Resources (People, Individual Permissions) Business Rules (People Groups, Door Groups, Shifts, Holidays Group Permissions, Auto Events, BadgeUnlock Events, & Scheduled Events) Admin (Users, Active Directory, & Admin Set-up) Crystal EasyWeb Page 39

40 Security (Available from the Main Menu s Admin option) Define what features of EasyWeb are available to different users. First you pick a user and then pick the menu option. The page will show you all the pages that the user has access to and all of the pages that they do not. To Add a page to the user s list click on the page name under the column Does Not have To remove a page, click on the page under the column Has. The Set Like button can be used to set one user up exactly like another. To use this option you first must select a user in the combo box Pick a User, next you must select a second user under the Set Like User combo box. Once you have both of these selected, you may now click on the Set Like button. The system will delete all the security settings for the user and then add only those security options that the Set Like user has. Crystal EasyWeb Page 40

41 Active Directory Copy Personnel from the network s Active Directory database. From the Main Menu page, select the Active Directory ICON. The Active Directory page appears. With this screen you can copy selected personnel from the corporate network s Active Directory database, and move them into the EasyWeb Personnel database. The display can be filtered to help this process. For example, you can filter the display to show all people who are listed in the Active Directory, but who are not in the EasyWeb database. Personnel who are in the EasyWeb Database can also be deleted or disabled. Crystal EasyWeb Page 41

42 Menu Items Controls which EasyWeb features are available from the Main Menu Page. This page allows you to toggle on and off whether or not an item should be displayed on the Menu page. This window allows the administrator to hide certain EasyWeb features on a system-wide basis. This has no affect on whether or not the item shows up in the Menu bar. Note, you can toggle on and off the Log Out, and Help that is displayed in the footer of every page. Crystal EasyWeb Page 42