PC Security Manager Software PCS. B Operating Manual 12.05/

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1 PC Security Manager Software PCS B Operating Manual 12.05/

2

3 Contents 1 Introduction Preface Arrangement of the documentation Typographical conventions PC Security Manager software (PCS) General Minimum configuration Installation Starting the installation Selecting the installation option Carrying out the installation User List Assistant Password rules Defining the administrator Log-in to the program User interface Elements of the user interface Editing user lists View according to device Devices User View according to PC Computer User View according to user User PC... 41

4 Contents 6.4 View according to profile Profiles Programs/devices Data transfer to device Transfer via CompactFlash memory card Transfer via interface Connection between the PC and the recorder Assistant for Device Settings Device list Incorrect log-in to device Data transfer to a PC Network user Local user Menu functions and symbols File Edit Data transfer Extras View Info Options at program start Example Devices PCs User FAQ 67

5 Contents 13 Index 69

6 Contents

7 1 Introduction 1.1 Preface B Please read this operating manual before commissioning the software. Keep the manual in a place that is accessible to all users at all times. Please assist us to improve this operating manual, where necessary. Your suggestions will be appreciated. H However, if any difficulties should arise during start-up, please do not carry out any unauthorized manipulations. You could endanger your rights under the warranty! Please contact the nearest subsidiary or the head office in such a case. 7

8 1 Introduction 1.2 Arrangement of the documentation The documentation for this software is addressed to equipment manufacturers (OEMs) and users with appropriate technical expertise. 1.3 Typographical conventions Warning signs The symbols for Danger and Caution are used in this manual under the following conditions: A Note signs H v abc 1 h Caution This symbol is used when there may be damage to equipment or data if the instructions are ignored or not followed correctly! Note This symbol is used when your special attention is drawn to a remark. Reference This symbol refers to further information in other manuals, chapters or sections. Footnote Footnotes are remarks that refer to specific points in the text. Footnotes consist of two parts: A marker in the text, and the footnote text. The markers in the text are arranged as continuous superscript numbers. Action This symbol indicates that an action to be performed is described. The individual steps are marked by this asterisk, e.g. h Press the h key h Confirm with E 8

9 1 Introduction Representation h + E Program Manager Edit! device data Keys Keys are shown in a box. Both symbols and text are possible. If a key has a multiple function, then the text shown is the one that corresponds to the function that is active at the moment. Screen texts Texts that are displayed in the setup program are indicated by italic script. Menu items Menu items in the software which are referred to in this manual are shown in italics. Menu name, menu item and submenu item are separated from each other by!. 9

10 1 Introduction 10

11 2 PC Security Manager software (PCS) 2.1 General The PC Security Manager software (PCS) ensures that only authorized persons can gain access to the system components (device, PC software) and implement electronic signatures on electronic documents. The configuration of the Security Manager can only be performed by the system administrator, on an administrator PC. The administrator can create PC- and device-dependent user lists (rights files) and transmit them to various computers or devices. User lists Rights files User lists are created with the PCS software. Rights files (for devices and computers) are derived from a user list and transmitted to devices or computers. Security Manager software Administrator User lists / rights files Device Computer (PC software) The PCS software is provided on a CD, together with the PC software components: - Setup software - PC Evaluation Software (PCA3000) - PCA Communications Server Software (PCC) - PC Audit Trail Manager Software (PCAT) 11

12 2 PC Security Manager software (PCS) 2.2 Minimum configuration The following hardware and software requirements have to be met for installing and operating the PCS: - IBM-PC or compatible PC with Pentium 1 processor or higher - 64MByte main memory - CD drive - mouse - one free serial interface or network connection, or CompactFlash memory cards (depending on the type of data transmission to the paperless recorder) - 120MByte available on hard disk - Microsoft Windows 2 NT4.0, 2000 or XP In addition, the following items are required for communication between the PC and the recorder, such as: - reader/writer for CompactFlash memory card or - PC interface cable including adapter (only when using the Setup interface) or - serial interface cable (when using the RS232C or RS422/485 interface) or - network connection (when using the Ethernet connection). Recommended configuration - Pentium III - Windows MByte main memory - 2GByte free space on hard disk for data 1. Pentium is a registered trademark of the Intel Corporation 2. Microsoft and Windows are registered trademarks of Microsoft Corporation 12

13 3 Installation 3.1 Starting the installation Installation program - run h Start Microsoft Windows H If Microsoft Windows has already been started, then before the installation of the software you will have to close down all other Windows programs. h Place the CD in the drive and close the door. When the CD has been activated, the installation program will start automatically. If not, proceed as follows: h Start the file Setup.exe (in the root directory of the CD). Screen messages from the installation program will now lead you through the rest of the installation. License agreement h Read and confirm the license agreement. Accepting the agreement is the basic precondition to be able to install the software. 13

14 3 Installation h Select the components that need to be installed. Software that is to be installed must be marked by a tick ( ). The PCS software is only accessible for administrators. h Now enter the required license numbers. H If a software component is activated as a demo version during installation ( ), then some of the functions of this software (such as data transmission, saving data, printing out) will be disabled. The license number can be entered later, and this entry will then make all functions accessible. v Chapter 9.4 Extras h Enter the path for the directory in which the software is to be installed. 14

15 3 Installation h Define the program folder in which the icons for starting the software are to be copied. 3.2 Selecting the installation option h Decide on an installation option. h Enter the path and file name for the user list. Description of the installation options Administrator Network user Local user The Administrator option is only available if the PCS software has been selected for installation (Page 14). If you install the software with this option, then the user list that is defined will be freshly generated. The Network user option is only available if the PCS software has not been selected for installation (Page 14). If you install the software with this option, then the defined user list will be accessed so it must already exist before one of the installed programs is started. This can only be achieved if an installation with the Administrator option is carried out on one PC, and then a user list is created and stored on the network. This user list can then be accessed at every program start. The Local user option will only be available if the PCS software was not selected for installation (Page 14). If you install the software with this option, then the PC rights list that is defined will be imported - so it must already exist during the installation. This can only be achieved if an installation with the Administrator option was carried out on one PC, and then a PC rights file was created and made available locally. Create the PC rights file with the help of the menu function Data transfer! Create PC rights file. After installation, this list will no longer be needed. 15

16 3 Installation 3.3 Carrying out the installation h The final action is to click on the installation. button, to initiate the actual The selected software components will now be installed. When the installation is finished, you will have the opportunity of starting the PCS software directly. h Allow the PCS to be started, and then finish the installation by pressing the button. 16

17 4 User List Assistant After a new installation, the User List Assistant will be started automatically when the software starts up for the first time. An entry form appears, in which you can enter a description and the name of the author (this is normally the administrator). 4.1 Password rules You will see these details again later, when editing the user list. The password rules are defined with the help of the dialog. They apply for all users of the user list, both on the paperless recorder and in the PC programs. A The password rules are applied for all users, including the administrator. So, while setting the parameters, administrators must take care that they do not block their own access to the user list. 17

18 4 User List Assistant Min. number of characters Min. number of letters Min. number of upper-case (capital) letters (A to Z) Min. number of lower case letters (a to z) Min. number of digits (0 to 9) Max. number of log-in attempts Validity for New status Validity of the password Validity after inactivity Reauthentication The minimum number of characters (letters and digits) for the length of the password. 0 = any (from 1 to 10 characters can be entered). The number of letters that must be included in the password. 0 = no letters required. The number of upper-case letters that must be included in the password. 0 = no upper-case letters required. The number of lower-case letters that must be included in the password. 0 = no lower-case letters required. The number of digits that must be included in the password. 0 = no digits required. The maximum number of errors permitted during a log-in 0 = no limit. Any number other than 0 means that invalid attempts to log in will be counted. If this number is exceeded, the user will be locked out. The user will have to be unlocked by the administrator. A successful log-in resets the counter to 0. When logging in (through the software, or directly to the device) for the first time, every user must alter the assigned password. If this parameter is set to anything other than 0 days, then the time between setting up the user in the user list and the first log-in of this user will be checked. If the defined time limit is exceeded, then the user will be locked out. The user will have to be unlocked by the administrator. 0 = no check of the New status. The password must be changed every x days. 0 = no change of password required. The user will be locked out when this time has elapsed, i.e. he has not logged in for x days. The user will have to be unlocked by the administrator. The setting for Validity after inactivity is similar to the setting for Validity for New status. The time between the previous log-in and the present log-in will be checked. 0 = no check of inactivity. If there is no user activity for x seconds (no keys are pressed), then the user who is logged in will automatically be logged off. The user will have to log in again before carrying out the next action. 0 = no re-authentication. 18

19 4 User List Assistant 4.2 Defining the administrator h Enter the user ID and name for the administrator, and click on. You can also enter a description, but this is not compulsory. H Do not enter a password or password confirmation at this stage. These details can be entered in one of the subsequent dialogs. h Click on to close the User List Assistant. The PC Security Manager software will now be started. 19

20 4 User List Assistant 4.3 Log-in to the program Password entry Options are concealed here. vchapter 10 Options at program start Password alteration h Log in to the program. Enter the name defined in Chapter 4.2, and the password (if you did not specify a password in Chapter 4.2, leave this field empty). h Click on. h Enter the previous (old) password (leave the field empty if you did not specify a password in Chapter 4.2 ). h Enter the new password, and the confirmation of the password. h Click on. You are now logged in under your ID (e.g. Admin) and using your new password. The user list has been generated, and must now be adapted by the administrator to suit the specified requirements. H A request to change the password will only be made when you log in to the software for the first time, or when the password has expired. When creating the user list, the administrator decides whether a password can expire. v Chapter 4.1 Password rules 20

21 5 User interface 5.1 Elements of the user interface Menu bar Toolbar Navigation tree Dialog window The settings are displayed here. Connection status Details of the currently logged-in user Menu bar Toolbar The individual functions of the software can be started by using the menu bar. v Chapter 9 Menu functions and symbols The toolbar contains selected functions from the menu bar. They can be started by pressing the left mouse button. By resting the mouse pointer on one of the symbols, you will see the title of the function after a short while. Working area Navigation tree Dialog window In the working area (navigation tree and dialog window) you are provided with an overview of the current settings, and can make alterations and new entries. One click with the left mouse button in the navigation tree will position the entry in the dialog window so that it is visible. Clicking on, will reduce the size of the display, one click on will enlarge the display again. By double-clicking on an entry in the dialog window, you can initiate the 21

22 5 User interface change dialog. One click on Arrow to right ( ) before the entry will list the current setting in the dialog window, one click on Arrow down ( ) will hide the current setting again. Example: The change dialog has been started. Example: Shows the current settings as a list. 22

23 5 User interface Connection status In the Connection status line you can verify whether there is a connection to a device, and which interface data are used. The line can be switched into/out of display by using the Window Connection status function. Example: not connected Example: connected to a device The line can be shifted in the same way as the toolbar. In order to do this, you have to move the mouse pointer to the position shown below, before pressing the left mouse button. 23

24 5 User interface 24

25 Four different views are used when editing the user lists: - Data listed by device - Data listed by individual PC - Data listed by individual user - Data listed by individual profile 6 Editing user lists The changeover between the different types of view is made through the View menu, or by using the toolbar. View according to device View according to PC View according to user View according to profile Details of the currently logged-in user 25

26 6 Editing user lists 6.1 View according to device This view is shown automatically when the program starts. You can add new devices to it, edit existing ones, and permit individual users access to the devices. If the view is not active, proceed as follows: h Call up the function View! View according to device or activate the corresponding button in the toolbar. View according to device H At present, the PCS software only supports devices of type LOGOSCREEN es. 26

27 6 Editing user lists Devices h In the navigation tree, position the mouse pointer over the type you want to insert (e.g. Device type: LOGOSCREEN es ) and press the right mouse button. New device h In the following dialog, select New device and then enter the necessary details for the device that is to be added to the list. New device! Device name New device! Device should check name New device! Simplified password entry Enter the name of the device here. It should be identical to the name that was also entered in the device (with the parameter Configuration! Device data! Device name). If you activate this option ( ), then the device name will be checked when a device rights file is loaded into a device. The file will only be accepted by the device if the name is identical. In this way you can prevent the file from being loaded into the wrong device. When this option is active ( - factory setting), the password is entered by using the softkeys on the recorder. If this option is not active, then the password is entered through the standard editor for the device. 27

28 6 Editing user lists Simplified entry Standard editor H You should activate the Simplified entry option, since this makes it considerably easier to enter a password on the device. New device! Electronic signature at end of batch New device! Electronic signature at log-off When this option is activated ( - factory setting), an electronic signature can be provided at the end of a batch report. The signature is recorded in the device audit trail, with the date and time, and can later be evaluated with the help of the PC Evaluation Software (PCA3000). When this option is activated ( - factory setting), a user must provide an electronic signature when logging off. The signature is recorded in the device audit trail, with the date and time, and can later be evaluated with the help of the PC Evaluation Software (PCA3000). 28

29 6 Editing user lists New device! Standard rights By clicking on the button for Standard rights you define the rights that every new user automatically receives for the device, which also apply when no user is logged into the device. The standard rights can later be extended on a userspecific basis. h Activate all the functions that are required by clicking on the corresponding empty box ( ). h Close the entry of standard rights by clicking on the button. In the dialog for user rights, these standard rights are identified by a special symbol ( -a yellow legal section symbol). v See New device and program rights on Page 39. Clicking on again will enter the device in the navigation tree. New user rights This function remains inactive as long as no device has been defined. v Chapter User 29

30 6 Editing user lists Device type: Edit LOGOSCREEN es Remove Device type LOGOSCREEN es maximize (or minimize) If a device type has been selected in the navigation tree, then this function cannot be called up. It can only be called up when a device or a user has been selected in the navigation tree. The designation of the function will change, depending on the selection (e.g. Device name: Edit recorder 1 or Edit Admin device rights). With this function you can make alterations to the settings for a device or a user. If a device type has been selected in the navigation tree, then this function is not available. It only becomes active when a device or a user has been selected in the navigation tree. The designation of the function will change, depending on the selection (e.g. Device name: Remove recorder 1 or Remove Admin device rights). By using this function, you remove the selected device (incl. all the assigned users) or the selected user (incl. the associated user rights) from the list. This functions enlarges or reduces the representation in the dialog window. It has the same effect as using the arrows in the dialog window. Maximized representation: Minimized representation:... The other functions are only intended for the documentation of the entries. 30

31 6 Editing user lists User If you use the right mouse button to click on a device name in the navigation tree, you will get the following function selection: Compared with the functions found under Chapter Devices, there is the following difference: New user rights If devices have been defined, the function is available. It can be used to give users the right to operate a specific device. h Select the intended user and a rights profile, and close the entry with. v See View according to profile on Page 42. The user rights, which were assigned according to the selected profile, can be altered in the following dialog. 31

32 6 Editing user lists All standard rights defined when the device was created are marked in yellow. Now you can extend the rights. h Close the dialog with. The selected user (e.g. Administrator Admin) now has the right to access the device Recorder1. H Further information about the symbols for assigning rights: The user has the right, regardless of the standard rights for the device. The user has the right, as assigned by the standard rights for the device. If the right is removed from the standard rights for the device, then it is also removed from the user. The user has the right, as assigned by the standard rights for the device and by manual activation ( ). If the right is removed from the standard rights for the device, then it is retained for the user. 32

33 6 Editing user lists Maximum number of users H Device user lists (device rights files) must be transferred to the corresponding devices, so that they are available and users can log themselves in at these locations. If more than 50 users are assigned to a device, then only 50 will be sent to the device. v Chapter 7 Data transfer to device Please note: - Locked-out users will not be included in the device rights file. - At least 1 user must have the device right Administer user (device, CF card, interface), otherwise it will not be possible to transfer the device rights file to the device. 33

34 6 Editing user lists 6.2 View according to PC This view can be used to define and alter the PCs on which individual software components should run. The users who are allowed to have access to the software must be registered for each PC and for each software component. h Call up the function View! View according to PC or activate the corresponding button in the toolbar. View according to PC The computer with the name PC is available as standard after a new installation of the PC Security Manager software. All PC programs are available on this PC, i.e. they can be started and used on this PC. If you expand the display in the navigation tree, you can see which users have access to the individual PCs and programs. Click on the symbol in order to see the expanded display. In the example, only the administrator (Admin) has access to the PCA3000 software. 34

35 6 Editing user lists Computer Using the right mouse button, click on a computer name in the navigation tree (e.g. computer name: PC), and you will then have the following function selection: New PC This function is used to add in a new PC. You have to provide the information on - computer name - work group - comparison type - description (optional) The information on Computer name and Work group are particularly important when you want to activate the corresponding comparison type. When Comparison type is active, a user list can only be applied to PCs of a matching type. H The name for your computer (computer name) and the work group to which it belongs must be obtained from your network administrator. v Chapter 10 Options at program start Example Computer name: Production Work group: Plant1 Comparison type: Computer name and work group Result If the user list for this PC is stored, e.g. on a network, then only this single PC can access this user list (provided that no other PCs have the same computer name). If you do not use the Comparison type option (=> no name comparison), then the list can be used by several PCs. 35

36 6 Editing user lists New user rights Computer name: PC edit Computer name: PC remove Computer name: PC maximize (or minimize) This function is used to - enable new programs for use on a PC, and - authorize users to access and use programs. Various selectable options (profiles) are available for the assignment of rights. v See Chapter 6.4 View according to profile With this function you can alter the properties of the PC (as entered under New PC). This deletes the entry from the navigation tree and also deletes the associated user rights from the user list. This functions enlarges or reduces the representation in the dialog window. It has the same effect as using the arrows in the dialog window. Maximized representation: Minimized representation... The other functions are only intended for the documentation of the entries. 36

37 6 Editing user lists User Using the right mouse button, click on a user, underneath a software in the navigation tree (e.g. Admin: Name), and you will then have the following function options. Compared with the functions found under Chapter Computer there is the following difference: Program rights: Admin edit Program rights: Admin remove This function can be used to check and alter the rights that have been assigned to the selected user. This function can be used to remove the rights that have been assigned to the selected user for access to a software program. 37

38 6 Editing user lists 6.3 View according to user This view can be used to define and alter the users. h Call up the function View! View according to user or activate the corresponding button in the toolbar. View according to user The user Admin already exists. In this example, it was already defined during the installation of the software. Click on in order to see the expanded display. Click on in order to see the reduced display. 38

39 6 Editing user lists User Using the right mouse button, click on a user in the navigation tree (e.g. User ID: Admin), and you will then have the following function options. New user New device and program rights This function is used to add in a new user. You have to provide the information on - User ID - Name, first name - Description (optional) - New status - Password and password confirmation This function is used to authorize a user for access to devices and programs (also on more than one PC). Every user has rights for access to devices and programs, which are assigned simultaneously. Various selectable options (profiles) are available for the assignment of rights. The profile option No profile (for access to devices) corresponds to the standard settings that are established when a new user list is created. v See New device Ë Standard rights on Page 29. v See Chapter 6.4 View according to profile Example: The user Admin receives the rights for a device h Call up the New device and program rights function, and enter the following information: 39

40 6 Editing user lists Finish the entry with and then you can alter the rights. All standard rights defined when the device was set up are marked in yellow. Now you can extend the rights. h Close the dialog by clicking on. The administrator Admin has now acquired the right to access the device Recorder1. Of course, access can only be made after the device rights file has been sent and read into the device. User ID: Admin edit With this function you can alter the properties of the user (as entered under New user). In addition, you can unlock a user that was already set up, but locked out, for the device user list. 40

41 6 Editing user lists User ID: Admin maximize (or minimize) This functions enlarges or reduces the representation in the dialog window. It has the same effect as using the arrows in the dialog window. Maximized representation: Minimized representation... The other functions are only intended for the documentation of the entries PC Using the right mouse button, click on a PC, underneath a software in the navigation tree (e.g. PC), and you will then have the following function options. Compared with the functions found in Chapter User there is the following difference: PC program rights edit PC program rights remove This function can be used to check and alter the rights that have been assigned to the selected PC. This function can be used to remove the rights that have been assigned to the selected program for use on the selected PC. H If a device is selected in the navigation tree and you press the right mouse button, then the devices rights will be edited or removed instead of the program rights. 41

42 6 Editing user lists 6.4 View according to profile This view can be used to define and alter the profiles. A profile is used to provide a pre-prepared rights setting when setting up new authorizations for devices or PC programs. The use of a profile simplifies the work of assigning rights to a user. h Call up the function View! View according to profile or activate the corresponding button in the toolbar. View according to profile The profiles for Administrator and Maintenance already exist. They are generated automatically during the installation of the software. Click on in order to see the expanded display. Click on in order to see the reduced display. 42

43 6 Editing user lists Profiles Using the right mouse button, click on a profile in the navigation tree (e.g. Profile name: Administrator), and you will then have the following function options. New profile This function is used to add in a new profile. You have to provide the information on - profile name, and - description (optional) New profile rights Profile name: Administrator edit Profile name: Administrator remove Profile name: Administrator maximize (or minimize) This function can be used to add rights to a profile, for access to a PC program or a device type. v See New device Ë Standard rights on Page 29. v See New device and program rights on Page 39. With the help of this function you can alter the profile name and the optional description field. With the help of this function you can remove a profile (and all the rights assigned under that profile). This functions enlarges or reduces the representation in the dialog window. It has the same effect as using the arrows in the dialog window. Maximized representation: Minimized representation... The other functions are only intended for the documentation of the entries. 43

44 6 Editing user lists Programs/devices If you use the right mouse button to click on a program or a device type underneath a profile in the navigation tree, you will get the following function selection: Compared with the functions found in Chapter Profiles there is the following difference: Program rights PCA3000 edit (Device rights... edit) Program rights PCA 3000 remove (Device rights... remove) This function can be used to check and alter the rights that have been assigned for the selected program or the selected device. This function can be used to remove the rights that have been assigned for the selected program or device. 44

45 7 Data transfer to device There are two ways of transferring a device user list to a paperless recorder: - Transfer via CompactFlash memory card (Data transfer Create device rights file) and - Transfer via interface (Data transfer Create device rights file) 45

46 7 Data transfer to device 7.1 Transfer via CompactFlash memory card In order to be able to read or write to CompactFlash memory cards on a PC, you will need a reader/writer. When you have installed the reader/writer and inserted a CompactFlash memory card, you will automatically have a new drive available under Windows. You can use the new drive just like a normal hard disk, using the Windows Explorer. A CompactFlash memory cards must only be removed from the reader/writer when the function Eject removable medium (a function in the PC operating system) has been activated first. Paperless recorder Security Manager software Using the paperless recorder, you can only read in device rights files from the CompactFlash memory card (menu CompactFlash card). It is not possible to use the recorder to write a device rights file. Use the toolbar or the Data transfer menu with its function Create device rights file in order to transfer the rights file. Create device rights file The selected device, for which the device rights file is to be created. View according to device 46

47 7 Data transfer to device h Call up View according to device. h Select the device for which you want to create a device rights file. h Press the button Create device rights file. After the target drive has been selected (the one for the CompactFlash memory card), the device rights file is created. This can then be read into the device by using the device software (menu CompactFlash card). H Only one device rights file can be stored on a CompactFlash card, since the file always has the same name. So there is no selection dialog in the recorder (to choose a file). Read into device H In order to read a new user list into the device through the CompactFlash card, the logged-in user must have the right Security - administer user. h In the start menu, select the CompactFlash card menu. h In the CompactFlash card menu, select the function CF card User list. h Start read-in of user list with. 47

48 7 Data transfer to device 7.2 Transfer via interface Data transfer via interface is possible through one of the following interfaces: Paperless recorder Setup interface RS232C RS422/485 Ethernet PC RS232C RS232C RS422/485 (plug-in card or converter) Ethernet Setup RS232C You will need the interface cable (including adapter) for this. It is available as an accessory for the recorder. TTL/RS 232 converter Adapter RS232C RS422/485 Ethernet v For the pin assignment, please refer to the Interface Description B v For the pin assignment, please refer to the Interface Description B The recorder or the PC can be connected to the network using the usual commercially available network cables (RJ45 connector). If the recorder and a PC are to be directly connected, please use a crossover cable. H Only one 1 PC program (client such as PCC, PCS or setup software) at a time can access the device (server) via the Ethernet interface. Starting the transfer Use the toolbar or the menu Data transfer! Device rights file to device in order to transfer the rights file. Device rights file to device 48

49 7.3 Connection between the PC and the recorder 7 Data transfer to device If data are to be exchanged between a recorder and a PC, it is essential to define which device and which route is to be used for communication, and to establish the connection to the device. Connection to a device is made by using the function Data transfer Establish connection or by a click on the symbol Assistant for Device Settings If there has never been any previous communication with a device, the Assistant for Device Settings will automatically be started when the first attempt at communication is made. This helps you to set up a device list. h First select the device version. h Enter an additional description, if appropriate. h Set one of the option fields, if appropriate. h Click on the button. If the option is active ( ), a check is made at the end in the device list, whether it is possible to access the chosen device via the selected interface. Here you can choose whether the device should be defined as the standard (default) device ( ). The system will automatically access a default device, other devices must be linked through the device list. 49

50 7 Data transfer to device Save ID and password Do not log in No log-in Save ID and password The default setting of the setup software is that a user who is logged in is automatically logged in to a device that is found with the user s name and password, and can thus communicate with the device if the necessary rights have been enabled for him in the device user list. Set this option ( ) if you do not want to log in. In this case, the standard settings for the device will be used. Please note that it is possible that some functions will not be operable if you are not logged in. The decisive factor is the current device user list and the access rights defined in this list. If this option is active, the log-in is made to the device which has the user ID and password that are entered, regardless of the actual user of the setup software. h Click on the button. h In the following dialog window, select the interface which you want to use to access the device. Available options are: The next steps depend on which interface or type of connection has been selected. 50

51 7 Data transfer to device TCP/IP PORT The following parameters must be selected. IP address / HOST name Port number, port name Communication protocol xxx.xxx.xxx.xxx (Example: or Hall1-Furnace1) Enter the IP address of your PC. If you enter the name, the IP address can be determined by clicking on the button Convert HOST name to IP address. 502 The port used for communication. Modbus TCP/IP, Modbus protocol Set the Modbus TCP/IP here. Device address Device address for the Modbus protocol. The parameter is not required for Modbus TCP/IP. Analog modem / ISDN The following parameters must be selected. Telephone number Connect via Communication protocol Modbus TCP/IP, Modbus protocol Enter the telephone number for connection to the required device. Select the modem that is to be used to make the connection. Set the Modbus protocol here. Device address Device address for the Modbus protocol. The address must match the device address that was set on the device or in the setup program. 51

52 7 Data transfer to device Serial interface Device list The following parameters must be selected. Connected to COM1, COM2 The PC interface to which the paperless recorder is connected. Transmission rate 9600, 19200, The transmission rate must match the one that has been set in the device. Control signal RS232 If the RS232 interface on the device is used. RS232 setup interface If the setup interface on the device is used. RS422-RTS If the RS422/485 RS422-DTR interface on the device is used. RS485-RTS The parameter must be RS485-DTR set to match the interface converter that has been set up. Communication protocol Modbus TCP/IP, Modbus protocol Set the Modbus protocol here. Device address Device address for the Modbus protocol. The address must match the device address that was set on the device or in the setup program. When all settings have been made, the device is entered in the device list. 52

53 7.4 Device list 7 Data transfer to device All devices that have been defined are shown in a device list. The interface parameters are also administered here, and new, additional devices can also be defined in the device list. Make a connection to the selected device. Remove device(s) from the list. Alter properties Add a new device Interfaces areautomatically searched for devices Use the Assistant to carry out the function Add new device or Alter properties. Not connected Use the button to make a connection to a device. By using the Ctrl key on the PC keyboard and the left mouse button, you can select several devices simultaneously (only for removing devices from the device list). A successful connection produces a change in the symbol bar (toolbar). establishes a connection Connected breaks an ongoing connection 53

54 7 Data transfer to device 7.5 Incorrect log-in to device If you want to access a device from within the setup software, it is possible that you are unable to log in to the device. The probable cause is that you are not registered as a user (incorrect device-rights file) or the password for the PC and device do not match, or the device password has expired (solution: alter the password). Incorrect log-in The following picture shows one possible example of an error message: h Confirm the error message by clicking on the button. A dialog window now appears, in which you can log in to a device by using a valid device-user ID. Save ID and password. Save ID and password in the device list If you set the option ( ), the ID and password will be saved, and then automatically transmitted to the device when the next connection is made. v See Save ID and password on Page 50. The ID and password can also be removed from the device list (connection properties) again. Standard user H The recorder is delivered ex-factory with an internal user list which comprises two users. User 1: Master Password: 9200 User 2: User Password: 0 54

55 8 Data transfer to a PC When setting up user lists for PCs, the way in which the software components are installed on the target PC must be taken into consideration. There are two types of PC user list. - user lists for PCs on which the software components are installed by using the installation option Network user, and - user lists for PCs on which the software components are installed by using the installation option Local user. 55

56 8 Data transfer to a PC 8.1 Network user 8.2 Local user H Before carrying out an installation of software components, using the Network user or Local user option, you must carry out an installation with the Administrator option on one PC. The administrator PC is then used to create the user lists and PC rights files that have to be transmitted to the other PCs. If the software components are installed on a PC by using the Network user option for installation, then a reference is created to the user list of the administrator installation. If the administrator alters the contents of his user list, then this list is automatically made available to the PC for the network installation. v Chapter 3.2 Selecting the installation option v Chapter 10 Options at program start If the software components are installed on a PC by using the Local user option for installation, then a rights file must be imported during the installation. No reference to the file is created, it is imported instead. Rights files are created by using the menu function Data transfer! Create PC rights file. If the administrator alters his user list, he has to create new rights files which must then be downloaded again to the PCs ( Local user ). v Chapter 3.2 Selecting the installation option 56

57 9 Menu functions and symbols 9.1 File New Change user list When this function is called up, the User List Assistant will be started and a new user list will be set up. An existing user list is declared as the active list. Export as RTF text Print Print preview Printer setup Default settings Exit The current user list can be saved as an RTF file. The precise contents are determined by the active line in the navigation tree. For instance, a separate RTF file can be created for a specific device or for a specific user. The RTF file can then be edited in programs such as Microsoft Word. The contents of the RTF file can also be seen in the dialog window. When you have called up the function, the selection of what is to be printed appears first. Printing starts when the selection has been concluded. The printed result is displayed on the screen. You can let several pages be displayed, and alter the size of the pages on the screen. Here you can make alterations to the settings for your printer. When the program is started, the standard printer for Windows will always be set as the active printer. Here you can make alterations to the default settings for the program. The alterations will only take effect after a fresh start of the PC Security Manager software. The PC Security Manager software will now be closed. 9.2 Edit Edit, change Remove Depending on the current setting on the navigation tree, the selected entry can be changed by calling up this function. It has the same effect as a double-click with the left mouse button on an entry in the dialog window. The active entry in the navigation tree is deleted from the user list. 57

58 9 Menu functions and symbols New device, New PC, New user, New profile New user rights, New profile rights Depending on which view is active, a new device, PC, user or profile can be inserted into the user list. The function can also be started by clicking with the right mouse button on an entry in the navigation tree. Depending on which view is active, user rights can be assigned for access to a device or a program, or you can incorporate a program or device type in an existing profile. The function can also be started by clicking with the right mouse button on an entry in the navigation tree. 9.3 Data transfer Connection - make Connection break This function establishes a connection to a device. A connection to a device is a precondition for being able to transfer a rights file to or from a device via an interface (serial or Ethernet). Breaks an existing connection. A connection to a device must be broken before a new connection can be established to another device. Device rights file to device User list in device Device rights file create PC rights file create This function is used to derive a rights file for the device from the current PCS user list, and to send it to the device via the interface. The rights file will be evaluated within the device and compared with the device-internal user list. If there is no connection, the software will automatically attempt to access the standard (default) device. This displays the user list read out from a device. The device list is not added to the current list, and cannot be edited. If there is no connection, the software will automatically attempt to access the default device. This creates a device rights file (name: B17201.SET) and saves it to the hard disk or the CompactFlash memory card. The CompactFlash card can be used to read in the device rights file at the device itself. The rights file will be evaluated within the device and compared with the device-internal user list. This creates a PC rights file and saves it to the hard disk or the CompactFlash memory card. If the software components are installed on a PC by using the Local user option for installation, then such a rights file will have to be used. v Chapter 3.2 Selecting the installation option v Chapter 10 Options at program start 58

59 9 Menu functions and symbols 9.4 Extras Enable (unlock) program options Compress user list If no valid license number was entered during the installation of a program, then it will only run in demo mode, and some functions, e.g. save, will be blocked. This function can be used to register a program at a later date and so change it from a demo version into a full version. Repeated editing of a user list (removing and inserting) means that the list (database) on the PC hard disk becomes larger and larger. This function rebuilds the user list and saves it in a more compact form. This can speed up access to the list. User list in device reset A This function should only be used if none of the users is able to log in to the device any more. This may be the case if,for instance, an incorrect rights file was sent to the device or all users have been blocked. This function is only linked to the PCS software rights, and not to device rights. In other words, if you are authorized to perform the function within the PCS software, then you do not need to be logged in to the device. This function first checks whether a connection to a device has been established. If there is no connection, the software will automatically attempt to access another device. If there is a standard (default) device, then it will be used, otherwise the user must select a device from the device list. It is not necessary to be logged in to the device to make the connection. If a connection has been made to a device, then the user list for the device will be reset to the factory default setting. The factory default setting has just two users: Master (password: 9200) and User (password: 0). Internal memory in device delete If you are authorized to use this function, you can use it to delete and reinitialize the internal memory of a device. This may make sense after a test phase, for instance, to delete the test data. Log-in repeat / password change This is a standard dialog that helps to protect the PCS software from unauthorized access. Logging in involves the mandatory identification via the password query. Cancel immediately closes down the software. By activating the button and then setting the option you can change your password after logging in. You can also use this function if the rights for the user who is logged in have been altered. The altered rights for the user will only be re-initialized and recognized after a fresh log-in. 59

60 9 Menu functions and symbols Comment in audit trail This function can be used to make a manual entry in the audit trail. The audit trail entries of the PC software components can be checked and documented by using the PC Audit Trail Manager software. Please note that device audit trail data are evaluated by the PC Evaluation Software (PCA3000). 9.5 View According to device Display of all available devices. Chapter 6.1 View according to device According to PC Display of all available computers. Chapter 6.2 View according to PC According to user Display of all available users. Chapter 6.3 View according to user According to profile Display of all available profiles. Chapter 6.4 View according to profile Update Connection status The screen contents will be refreshed. Switches the window for the connection status on or off v Connection status on page Info Info on... Registered license numbers... Program folder... Here you can obtain information on the version number of the program. Please have this number available if you have technical problems or queries and contact the service representative. Here you can obtain information on the license number of the program. Please have this number available if you need to contact a service representative. Here you can see in which directory the PC software components are stored, and which directories are accessed by the program (standard directory for user lists). 60

61 10 Options at program start If you start up the PC Security Manager, you have the opportunity of setting various options when you log in. Proceed as follows: h Start the software h Before you log in, click with the left mouse button on, so that the options are displayed. The dialog window changes to... Show options After log-in change the user list After log-in alter password This option is deactivated in the log-in dialog of the PCS software. The function can be found in the menu File Change user list. The PCS software is not available for Network installation. The option Change user list after log-in is therefore available in the log-in dialog of the other PC programs. There is also no PCS software for Local installation. In this case, the function is called Read in PC rights file after log-in. Select this option if you want to make changes to your password after starting the program. 61

62 10 Options at program start 62

63 11 Example 11.1 Devices In this example, a device rights file can be created for two devices (Recorder 1 and Recorder 2). The Admin user only has access to Recorder 1. H The administrator must ensure that the correct device rights file is transferred to the correct device. 63

64 11 Example 11.2 PCs In this example, there are two computers (C-Admin and C-User). PC C-Admin PC C-User All the software components are available on C-Admin, but the Master and User users are only allowed access to the Setup software. C-User can only run the PCA Communications Server software (PCC), and the Admin user is not authorized to use this software. H The administrator must ensure that the matching user list is made available for the installation of the software components on the individual PCs. 64

65 11 Example 11.3 User Navigation tree Dialog window The settings are shown here. In this example, there are three users (Admin, Master and User). Admin Master / User The Admin user has access to all programs and both recorders. The two users only have access to the PCC software, the Setup software, and the recorders (devices). Alter rights The rights for the Admin user to use the PCS software on the C-Admin PC can be altered by making a double-click on the PC name in the navigation tree or the dialog window. 65

66 11 Example 66

67 12 FAQ FAQ 1 What is the name of the current user list, and where is it located on the hard disk? The name and location of the current user list can be found under the item General security settings. A click on the or arrow will show the setting, or hide it again. 67

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