KEYSCAN SOFTWARE - END-USER LICENSE AGREEMENT

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2 Keyscan Inc. KEYSCAN SOFTWARE - END-USER LICENSE AGREEMENT IMPORTANT-READ CAREFULLY: This End-User License Agreement ("EULA") is a legal agreement between you (either an individual or a single legal entity) and Keyscan Inc. with which you acquired the Keyscan Inc. software product(s) identified above ("SOFTWARE"). The SOFTWARE includes Keyscan Inc. computer software, and may include associated media, printed materials, "online", or electronic documentation and Internet based services. Note, however, that any software, documentation, or web services that are included in the SOFTWARE, or accessible via the SOFTWARE, and are accompanied by their own license agreements or terms of use are governed by such agreements rather than this EULA. This EULA is valid and grants the end-user rights ONLY if the SOFTWARE is genuine. By installing, copying, downloading, accessing or otherwise using the SOFTWARE, you agree to be bound by the terms of this EULA. If you do not agree to the terms of this EULA, you may not use or copy the SOFTWARE, and you should promptly contact Keyscan Inc. for instructions on return of the unused product(s) in accordance with Keyscan's return policies. 1. SOFTWARE PRODUCT LICENSE The term "COMPUTER" as used herein shall mean the HARDWARE, if the HARDWARE is a single computer system, or shall mean the computer system with which the HARDWARE operates, if the HARDWARE is a computer system component. 1. GRANT OF LICENSE. Keyscan Inc. grants you the following rights, provided you comply with all of the terms and conditions of this EULA: Installation and Use. Except as otherwise expressly provided in this EULA. You may install, use, access, display and run only one (1) copy of the SOFTWARE on the COMPUTER. The SOFTWARE may not be used by more than the number of genuine licensed copies registered with Keyscan Inc. Mandatory Activation. THIS SOFTWARE CONTAINS TECHNOLOGICAL MEASURES THAT ARE DESIGNED TO PREVENT UNLICENSED OR ILLEGAL USE OF THE SOFTWARE. The license rights granted under this EULA are limited to the first thirty (30) days after you first run the SOFTWARE unless you supply information required to activate your licensed copy in the manner described during the setup sequence (unless Keyscan Inc. has activated for you). You can activate the SOFTWARE through the use of telephone; toll charges may apply. You may also need to reactivate the SOFTWARE if you modify your HARDWARE or alter the SOFTWARE. Back-up Copy. YOU MAY MAKE A SINGLE BACK-UP COPY OF THE SOFTWARE. You may use the back-up copy solely for your archival purposes and to reinstall the SOFTWARE on the COMPUTER. Except as expressly provided in this EULA or by local law, you may not otherwise make copies of the SOFTWARE, including the printed materials accompanying the SOFTWARE. You may not loan, rent, lease, lend or otherwise transfer the CD or back-up copy to another user. Reservation of Rights. Keyscan Inc. reserve all rights not expressly granted to you in this EULA. 2. DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS. Consent to Use of Data. You agree that Keyscan Inc. may collect and use technical

3 information gathered in any manner as part of the product support services provided to you, if any, related to the SOFTWARE. Keyscan Inc. may use this information solely to improve their products or to provide customized services or technologies to you. Keyscan Inc. may disclose this information to others, but not in a form that personally identifies you. Database Information. The information stored in the database and/or database backups files can only be accessed via the Keyscan licensed SOFTWARE. Any attempts to access the database information via unlicensed and/or unauthorized access will terminate this license agreement. Keyscan Inc. provides no direct access to the database information. Additional Software/Services. The terms of this EULA apply to Keyscan updates, supplements, add-on components, of the SOFTWARE that Keyscan Inc. may provide to you or make available to you after the date you obtain your initial copy of the SOFTWARE, unless other terms are provided along with such Supplemental Components. Limitations on Reverse Engineering, Decompile and Disassembly. You may not reverse engineer, decompile, or disassemble the SOFTWARE. Separation of Components. The SOFTWARE is licensed as a single product. Its component parts may not be separated for use on more than one computer. Single EULA. The package for the SOFTWARE may contain multiple versions of this EULA, such as multiple translations and/or multiple media versions (e.g., in the user documentation and in the software). In this case, you are only licensed to use one (1) copy of the SOFTWARE. Termination. Without prejudice to any other rights, Keyscan Inc. may cancel this EULA if you do not abide by the terms and conditions contained herein. In such event, you must destroy all copies of the SOFTWARE and all of its component parts. Trademarks. This EULA does not grant you any rights in connection with any trademarks or service marks of Keyscan Inc. or its suppliers. 3. UPGRADES If the SOFTWARE is labeled as an upgrade, you must be properly licensed to use a product identified by Keyscan Inc. as being eligible for the upgrade in order to use the SOFTWARE ("Eligible Product"). For the purpose of upgrade(s) only, "HARDWARE" shall mean the computer system or computer system component with which you received the Eligible Product. SOFTWARE labeled as an upgrade replaces and/or supplements (and may disable, if upgrading a Keyscan software product) the Eligible Product which came with the HARDWARE. After upgrading, you may no longer use the SOFTWARE that formed the basis for your upgrade eligibility (unless otherwise provided). You may use the resulting upgraded product only in accordance with the terms of this EULA and only with the HARDWARE. If the SOFTWARE is an upgrade of a component of a package of software programs that you licensed as a single product, the SOFTWARE may be used and transferred only as part of that single product package and may not be separated for use on more than one computer. 4. INTELLECTUAL PROPERTY RIGHTS All title and intellectual property rights in and to the SOFTWARE (including but not limited to any images, photographs, animations, video, audio, music, text and incorporated into the SOFTWARE), the accompanying printed materials, and any copies of the SOFTWARE, are owned by Keyscan Inc. or its suppliers. The SOFTWARE is licensed, not sold. All title and intellectual property rights in and to the content that is not contained in the SOFTWARE, but which may be accessed through use of the SOFTWARE is the property of the respective content owner and may be protected by applicable copyright or other intellectual property laws and treaties. Use of any on-line services which may be accessed through the

4 SOFTWARE may be governed by the respective terms of use relating to such services. 5. EXPORT RESTRICTIONS. You acknowledge that the SOFTWARE is subject to U.S. and Canadian export jurisdiction. You agree to comply with all applicable international and national laws that apply to the products, including the U.S. & Canadian Export Administration Regulations, as well as enduser, end-use and destination restrictions issued by U.S., Canadian and other governments. 6. ADDITIONAL PROVISIONS. FOR THE LIMITED WARRANTIES, LIMITATION OF LIABILITY, AND OTHER SPECIAL PROVISIONS. PLEASE REFER TO THE ADDITIONAL PROVISIONS PROVIDED BELOW AND/OR OTHERWISE WITH THE SOFTWARE. SUCH LIMITED WARRANTIES, LIMITATION OF LIABILITY AND SPECIAL PROVISIONS ARE AN INTEGRAL PART OF THIS EULA. APPENDIX WARRANTY AND SPECIAL PROVISIONS FOR THE UNITED STATES OF AMERICA, CANADA ANY OTHER COUNTRY LIMITED WARRANTY Keyscan Inc. warrants that the SOFTWARE will perform substantially in accordance with the accompanying written materials for a period of (365) days from the date of receipt Any implied warranties or conditions on the SOFTWARE are limited to (365) days. Some states/jurisdictions do not allow limitations on duration of an implied warranty, so the above limitation may not apply to you. NO OTHER WARRANTIES. To the maximum extent permitted by applicable law, Keyscan Inc. disclaim all other warranties, either express or implied, including, but not limited to implied warranties of merchantability and fitness for a particular purpose, with regard to the SOFTWARE, the accompanying written materials, and any accompanying hardware. This limited warranty gives you specific legal rights. You may have others which vary from state/jurisdiction to state/jurisdiction. NO LIABILITY FOR CONSEQUENTIAL DAMAGES. To the maximum extent permitted by applicable law, in no event shall Keyscan Inc. be liable for any damages whatsoever (including without limitation, direct or indirect damages for personal injury, loss of business profits, business interruption, loss of business information, or any other pecuniary loss) arising out of the use of or inability to use this product, even if Keyscan Inc. has been advised of the possibility of such damages. In any case, Keyscan Inc. entire liability under any provision of this agreement shall be limited to the amount actually paid by you for the SOFTWARE. Because some states/jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. This Software License Agreement is governed by the laws of the Province of Ontario, Canada. Each of the parties hereto irrevocably agrees to the jurisdiction of the courts of the Province of Ontario and further agrees to commence any litigation which may arise hereunder in the courts located in the Judicial District of York, Province of Ontario.

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6 Copyright Keyscan Inc. All rights reserved. Information in this document is subject to change without notice. The software outlined in this document is provided under license agreement. The software may only be used in accordance with the terms expressed by Keyscan Inc. No part of this documentation may be reproduced or transmitted in any form or by any means except for the user s benefit of operating the software without the express written permission of Keyscan Inc. Keyscan Inc. 901 Burns Street East Whitby, Ontario Canada L1N 0E6 Phone: (Toll Free Canada/USA) Phone: Fax: Web site:

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8 CONTENTS Introduction... 3 About This Guide... 3 Product Registration... 4 Alarm Monitoring... 4 Online Help... 5 The Importance of Database Backups... 5 Supplementary Documentation... 5 CCTV Integration (Install CCTV Setup)... 6 Software Installation... 7 Optional System VII Modules... 7 System Requirements... 8 Windows Network and User Privileges... 9 Upgrading from System V to System VII... 9 Installation Instructions New Installation on a Single PC Required Modules Optional Modules New Installation on Multiple PCs Influences on System Performance Preplanning a Multiple PC Installation System VII Software Modules Required Modules Optional Modules Upgrade Installation on a Single PC Required Modules Optional Modules Preliminary Steps to Upgrade on a Single PC Upgrade Installation for Multiple PCs Required Modules Optional Modules

9 Influences on System Performance Preliminary Steps to Upgrade for Multiple PCs Log On & System Configuration Settings Keyscan Logon Attach DB Geographic Time Zones System VII Database Location System VII Registration Screen Configure Communication Managers as an Application Single Communication Manager Configure Multiple Communication Managers Guidelines Setting up Multiple Communication Managers Setup Communication Managers as a Service Setup a Site Pre-planning Setup Assistance Methods of Setup Manually Setup a Site Site Wizard Index

10 INTRODUCTION System VII is the dynamic software application that regulates and monitors entry points connected to the Keyscan access control panels. With an intuitively designed interface, System VII is packed with a rich array of features giving you all the tools and controls you'll need for effective management of your facilities and buildings. By setting up a comprehensive database of cardholders, access levels, and security clearances, you determine who has access to specific doors at specific times. System VII always keeps you in the picture. You're fully aware of who is entering your premises at all times and you're notified of any alarm conditions within seconds. The System VII software and access control units work together as a cohesive system to monitor your site around the clock 365 days a year. System VII Main Interface Screen About This Guide This guide is intended to provide you with the following information: Important introductory information such as product registration and how to access online help Software installation for the following configurations New installation on a single PC New installation on multiple PCs Upgrade installation on a single PC - System V to System VII Upgrade installation on multiple PCs System V to System VII Configuring multiple Communication Managers (optional) How to setup a site Keyscan recommends that you take a few moments to review the material in this guide. 3

11 Product Registration The System VII software modules must be registered within thirty (30) days after installation. As a registered user, you are eligible for Keyscan technical support and System VII software upgrades. You may have to register six possible modules depending on what you have purchased: System VII Software (includes 2 Concurrent Client Licenses & Active Mapping/Command Module K-CM) System VII Additional Client License K-CL (Optional) System VII CCTV Integration K-TV (Optional) System VII Photo Badging K- BADGE (Optional) System VII SDK K-SDK (Optional) System VII Visitor Management K-VIS (Optional) Refer to your invoice to verify which packages you have purchased before completing the registration screen. Registration instructions are outlined in the Client module's Help. Unless you receive the Serial Unlock Number(s) the System VII software will not function after 30 days. System VII Registration screen Alarm Monitoring System VII has an Alarm Monitoring panel that lists critical information in the event of an alarm. The Alarm Monitoring panel can be viewed by selecting it from the Keyscan System VII tab on Window's lower status bar. More information about alarms and alarm monitoring is available in the Client on-line help under Operate the System > Alarms. Alarm Monitoring Window 4

12 Online Help The System VII software modules have context-sensitive on-line help. Whenever you need assistance for setting up or operating the system, select either: the Help menu on the Client main screen press F1 on the keyboard - pressing the F1 key opens the help at the topic that relates to the screen you're viewing; it outlines the screen's purpose and the procedures to complete it. Context Sensitive On-line Help The Importance of Database Backups One of the most important and critical topics in the on-line-help is Schedule Automatic Database Backups outlined in the System VII Client On-line Help. We cannot stress enough the importance of backing up your System VII database at regularly scheduled intervals and periodically copying the data to a removable storage device, such as a writable CD, or to a network location for safe keeping. Setting up a site can entail a lot of man-hours to input all the data, especially for sites that have hundreds, if not thousands, of cardholders. If the site data is not backed up, in the event of a computer or hard disk failure, all your site information can be lost. Please be sure to read and follow the steps to backup your database. It s time well spent. Supplementary Documentation The Keyscan System VII Software Installation CD has a folder with supplementary documents. These supplementary documents can be found in the Keyscan Documents folder on the Software Installation CD. During the installation you can also access the folder by clicking on the Keyscan Documentation link on the Keyscan System VII Installation screen. Documentation Link on the System VII Installation screen 5

13 CCTV Integration (Install CCTV Setup) Keyscan s CCTV module (product # K-TV) can integrate with the following platforms: DVRs (Keyscan supported manufacturers only) IP-Addressable DVRs/IP-Addressable Cameras Switcher/Matrix/DVR with serial port ASCII RS-232 control & command If you have purchased the K-TV module and are integrating CCTV with the Keyscan access control system, you should review the information presented below concerning your type of platform. Keyscan includes a PDF version of a CCTV Settings form located in the DVR folder on the Keyscan software installation CD. You can use this form to note applicable settings so you have a record when configuring the CCTV component in the Keyscan Client software. DVRs (Keyscan supported manufacturers) Keyscan integrates with specific brands of DVRs. To confirm whether your DVR is a Keyscan-supported DVR, open the DVR List read me file in the DVR folder on the Keyscan System VII software installation CD. These are the only DVRs that currently integrate with Keyscan. Refer to the specific DVR manufacturer readme file for driver installation instructions so the DVR will integrate with the Keyscan software. Please be sure to follow the specific driver installation instructions before attempting to setup CCTV integration in the Keyscan Client software. When you install the CCTV Setup from the Keyscan System VII software installation disk, the DVR drivers are copied by default to (C):\\ Program Files > Keyscan7 > DVR folder. For DVR and camera integration setup within the Keyscan access control system, refer to the on-line help in the Keyscan Client under CCTV. IP-Addressable DVRs/IP-Addressable Cameras Keyscan integrates with IP-addressable DVRs and IP-addressable cameras that support WEB-based MS Internet Explorer network connectivity. This format may require the DVR application to be installed on a PC with a connection to the Keyscan software PC. For DVR and camera integration setup within the Keyscan access control system, refer to the on-line help in the Keyscan Client under CCTV. Switcher/Matrix/DVR with RS-232 Control & Command Keyscan integrates with Switcher/Matrix/DVR with serial port ASCII RS-232 control & command capabilities. To integrate with the Keyscan CCTV module, this platform requires input of camera commands which are provided by the camera manufacturer. For DVR and camera integration setup within the Keyscan access control system, refer to the on-line help in the Keyscan Client under CCTV. No longer commonly used, this platform employs old technology which is slow. 6

14 SOFTWARE INSTALLATION The System VII software consists of 3 primary applications and several optional applications all of which are referred to as modules throughout this guide. The 3 primary modules must be installed so that the System VII software functions correctly: Database (SQL Server 2005 Express) System VII Client Communication Manager The following illustration outlines the functions of each primary software module. 3 Primary System VII Software Modules System VII - Client Administer: - Cards/Card Holders - Door & Elevator Groups - Time Zones / Schedules - Door & Reader Parameters - Inputs & Outputs (optional) - Door & Elevator Access Levels - Reports - CCTV (Optional) Monitor: - Alarms SQL Server 2005 Express - Maintains system records - Responds to Client requests/input - Swaps data with ACUs via Communication Manager Database Communication Manager - Polls ACUs for alarm conditions - Manages upload/download of information to ACUs Optional System VII Modules System VII also has the following optional modules: System VII CCTV Integration K-TV System VII Photo Badging K-BADGE System VII SDK K-SDK System VII Visitor Management K-VIS If you would like more information about these modules, contact Keyscan or your dealer. Phone numbers and the web address are listed inside the front cover of this software 7

15 installation guide. System Requirements The following outlines system requirements to operate the System VII software: Recommended Central Processing Unit: Intel Pentium Dual Core 2.2 GHz or higher; Intel Core Duo 2.6 GHz or higher (Celeron and AMD processors not recommended) Recommended RAM: 2 gigabytes or greater Hard Disk: Recommended 100 gigabytes of available space USB Port for Photo Badging or USB CAM COM Port: 1 required if direct connect to access control units; 2 required if using CCTV control as well CD-ROM or DVD Drive Mouse or compatible pointing device Removable Media Storage Device such as a CD/DVD Writer for database backup Network Interface Card (NIC) with TCP/IP protocol with a valid, active IP address (SQL Server 2005 Express PC must be assigned a static IP address) and file & printer sharing for Microsoft networks Graphic Card supporting 1024 x 768 or higher screen resolution Operating System: Windows 8* (32 bit or 64 bit) Professional & Enterprise versions Windows Server 2012 (64 bit / graphical user interface enabled) Standard version Windows Server 2008 Windows 7 Professional, Enterprise & Ultimate versions Vista Business Windows Server 2003 Microsoft Internet Explorer 6.0 Service Pack 1 or later Microsoft.NET Framework 3.5 required on Windows Server 2008 Windows Server 2012.NET Framework 3.5 must be enabled from Add Roles and Features in the Control Panel on Windows Server 2008 and Windows Server 2012 Microsoft.NET 2.0 Framework Virtual Server** (Communication as a service recommended for virtual server configurations) Keyscan s System VII software is a 32-bit application. * For Windows 8,.NET Framework 3.5 (includes versions 2.0 and 3.0) must be enabled from the Control Panel > Programs & Features > Windows Features screen prior to installation of Keyscan software. On installation of Keyscan database (SQL Server 2005 Express) user may be prompted with Program Compatibility Assistant. To clear message and continue installation, user selects Don t show this message box again option, and then selects Run the program without getting help command. **Supports virtual machine server topology providing that all licensed and required Keyscan software applications are allocated sufficient server resources for proper system performance and that the VM software/server is supported by qualified IT personnel. Keyscan has tested OS compatibility with System VII but makes no guarantee for OS 8

16 compatibility with third party software applications or third party drivers. For sites with large cardholder populations and high volumes of transactions, we strongly recommend that you install the Database Module (SQL Server 2005 Express) on a dedicated PC. Faster processors and higher RAM provide better system performance. To confirm that your PC meets the recommended requirements, you can view the PC's system information by selecting Start > (All) Programs > Accessories > System Tools > System Information. System VII does not support touch screen panels. Windows Network and User Privileges If you're installing the System VII software on a network or a standalone PC, be aware of the following possible network and user privileges that may be required with some versions of Windows. We recommend consulting with an IT administrator when installing System VII software on a network. Active network IP address and full administration privileges are required for installation of software. Additionally, the following network privileges and settings may be required depending on the System VII system and how it is configured with the network. Power user privileges are required to change time on a computer or an ACU. Network ports, as listed below, are required to be open and excluded from the firewall: port? (TCP/IP) for SQL Server 2005 Express, Client software, and Communication Service - Is a randomly assigned TCP/IP port to determine, select Start > Run and enter SQLServerManager.msc > OK. Under SQL Server Configuration Manager expand the SQL Server 2005 Network Configuration and select Protocols for KEYSCANSYSTEM VII. Double click TCP/IP on the right. Click on the IP Addresses tab. The port is listed opposite TCP Dynamic Ports. port 3001 for NETCOM devices port 9999 for Telnet NETCOM devices Read and write attributes are required for the following folders: (drive):\program Files\Keyscan System VII \all files in subfolders Remote System VII Client PCs should have read and write privileges and be share enabled to the PC with card holder photo location. System VII system users require security privileges. Upgrading from System V to System VII If you have purchased System VII and are upgrading from System V, the Keyscan Software Installation CD has a folder with a conversion utility that transfers current System V data and adapts it to the System VII database so that you don't have to re-enter all your site information. The conversion utility works on a one-to-one basis and can transfer only one System V database and convert it to one System VII database. Software installation instructions are referred to as an Upgrade Installation. The conversion utility will not convert Keyscan System III or System III Plus data to System VII. See the Installation Instructions below for the correct procedures to upgrade. 9

17 Installation Instructions Depending on whether you are installing on a single PC or multiple PCs and whether it is a new installation or an upgrade to System VII, the following lists the 4 possible software installation modes: New Installation on a Single PC All the modules are installed on the same PC that may be either a stand-alone PC or a PC connected to a network. New Installation on Multiple PCs Modules are installed individually or in groups on multiple PCs throughout a network. Note, however, that the System VII Database (SQL Server 2005 Express), Communication Manager, and Keyscan Client modules must be installed somewhere on the network in order for the system to function. Upgrade Installation on a Single PC same as New Installation on a Single PC except that System VII replaces System V and requires database conversion. Upgrade Installation on Multiple PCs same as New Installation on Multiple PCs except that System VII replaces System V and requires database conversion. Appropriate installation instructions are outlined in the succeeding sections. Follow the set of instructions that pertains to your situation. At the conclusion of the installation when you log on to the System VII Client module, you will be prompted to register your software. For details about registering, press F1 while the Product Registration form is open on the desktop. Important If you are installing on a system with Microsoft Windows 2000, Windows XP Professional, Vista Business, or Windows Server 2003, you must have administrator permissions or you will experience problems. Please consult with your IT department. If using a wireless network connection, ensure network connectivity is setup; otherwise please disable it prior to installing the Keyscan software from Network Connections in the Control Panel. If the wireless network connection is failing, the Keyscan software will not install properly. Windows 8 / Windows Server 2012 On installation of Keyscan database (SQL Server 2005 Express) you may be prompted with the MS Program Compatibility Assistant. To clear the message and continue the installation, select the Don t show this message box again option, and then select Run the program without getting help command. For Windows Server 2012 installations, ensure the graphical user interface option is enabled. 10

18 New Installation on a Single PC For a new single PC installation, all System VII software modules are installed and operate from 1 PC whether it s a stand-alone or network-connected computer. The Keyscan System VII Installation screen presents a list of all System VII modules including the optional applications. We have separated the modules into 2 lists indicating those modules that are required for the system to function and the optional modules. All optional applications are only accessible if the products are purchased and registered. Please be sure that you install the appropriate modules and ensure that the PC has Microsoft Explorer 6.0 SP1 or later. Installations on Windows Server 2008 or Windows Server 2012 If installing System VII on Windows Server 2008 or Windows Server 2012,.NET Framework 3.5 Features must be enabled from the Control Panel as outlined in the following procedures before beginning the installation of System VII. If you are using Server Manager in Windows Server 2012 to add a role or feature to a remote server, the remote server s computer account (DOMAIN\ComputerName$) requires access to the alternate source file path because the deployment operation runs in the SYSTEM context on the target server. Steps to Add Roles and Features 1. Select the Control Panel > Administrative Tools. 2. From Server Manager, select Manage > Add Roles and Features to start the Add Roles and Features Wizard. 3. From the Select Installation screen, select Role-based or feature-based installation. 4. Select the target server from the list. 5. From the Select Features screen, select the box opposite.net Framework 3.5 Features. 6. Select the Next button. 7. The Confirm Installation Selections screen prompts a warning Do you need to specify an alternate source path? Do one of the following steps: If the target server has access to Windows Update, click the X next to the warning, and then click Install. If the target server does not have access to Windows Update, click the Specify an alternate source path link to specify the path to the \sources\sxs folder on the installation media and then select OK. After you have specified the alternate source, click the X next to the warning, and then click Install. 8. Exit the Control panel screens. Required Modules Install.NET Framework 2.0 * Install Database Setup (SQL Server 2005 Express) Install Client Setup Install Communications Setup * The Installation screen will indicate if the PC or server has MS.NET Framework 2.0 or 11

19 higher installed in which case you do not have to install this module. Optional Modules Install CCTV Setup (System VII K-TV) Install NETCOM2** Install Visitor Setup (System VII K-VIS) ** Installed at the PC/laptop that is going to be used to serially program a NETCOM device for network communication (TCP/IP). Installation and programming instructions are reviewed on the NETCOM guide. System VII Installation Screen For optimum system performance, we recommend installing the software on a PC that complies with the specified system requirements outlined at the beginning of this section. The size of your facility and the volume of site activity will influence the size of your database and how rapidly it grows. Please ensure that you have sufficient hard disk space available on the PC to accommodate database growth. Note The Photo Badging module may be installed, even if you have not purchased this optional application. You may use the map component to draw site plans and load them into the Alarm Response Instructions \ Alarm Graphic Locations form. You cannot, however, import photobadge templates, use the photo verification feature, or import photos to cardholder records unless you purchase and register this optional module. 12

20 Single PC Installation Software Modules - Client - Communications Manager - SQL Server 2005 Express - Optional Modules All modules installed on 1 PC Communication to the access control units via serial, TCP/IP, or modem connection. Steps to Install Required Modules Microsoft updates may be required to load.net Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install.NET Framework 2.0 unless the installation screen indicates it is already installed as shown in the System VII Installation Screen example on the preceding page. If.NET Framework 2.0 or 3.5 is installed, go to step From the InstallShield Wizard, (.NET Framework 2.0) follow the on screen prompts until you are returned to the Keyscan System VII Installation screen. 6. From the Keyscan System VII Installation screen, select Install Database Setup. 7. From the InstallShield Wizard, click on the Install button. The configuration of the SQL Server 2005 Express may take several minutes. Please be patient and wait. 8. From the Keyscan System VII Database InstallShield Wizard, click on the Next > button. 9. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 10. Click on the Next > button. 11. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. If you wish to change the System VII Database location, we recommend that you only change the drive location but leave the default path and folder location. 12. From the Ready to Install the Program screen, select the Install button. 13. From the InstallShield Wizard Completed screen, select the Finish button. 14. From the Keyscan System VII Installation screen, select Install Client Setup. 13

21 15. From the Keyscan System VII Client - InstallShield Wizard screen, select the Next > button. 16. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 17. Click on the Next > button. 18. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 19. From the Ready to Install the Program screen, select the Install button. 20. From the InstallShield Wizard Completed screen, select the Finish button. 21. From the Keyscan System VII Installation screen, select Install Communications Setup. 22. From the Keyscan System VII Communication - InstallShield Wizard screen, select the Next > button. 23. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 24. Click on the Next > button. 25. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 26. From the Ready to Install the Program screen, select the Install button. 27. From the InstallShield Wizard Completed screen, select the Finish button. 28. Do one of the following steps: If you are installing any optional modules continue to Steps to Install Optional Modules If you are not installing any optional modules, go to the next step. 29. Click on the in the upper right corner of the Keyscan System VII Installation screen. 30. Remove the System VII Software CD from the CD-ROM or DVD drive. 31. Go to Steps to Configure the Communication Manager. Steps to Install Optional Modules Observe the following steps to install any of the optional System VII modules. 1. From the Keyscan System VII Installation screen, select the appropriate Install [Optional Module] Setup. 2. From the Keyscan System VII [Optional Module] - InstallShield Wizard screen, select the Next > button. 3. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 4. Click on the Next > button. 14

22 5. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 6. From the Ready to Install the Program screen, select the Install button. 7. From the InstallShield Wizard Completed screen, select the Finish button. 8. To install another optional module, repeat the preceding steps. If you have completed installing the optional modules continue to the next step. 9. Click on the in the upper right corner of the Keyscan System VII Installation screen. 10. Remove the System VII Software CD from the CD-ROM or DVD drive. 11. Go to Steps to Configure the Communication Manager. Steps to Configure the Communication Manager To configure the Communication Manager as a System VII application (recommended), complete the following steps below. The Communication Manager can also be setup as a Window's service. Procedures are reviewed in the Client on-line help. Setting the Communication Manager as a service is intended for installation on a corporate server and requires an IT administrator with advanced user skills. 1. After installing the System VII modules, you now have to re-boot the PC. Click on Window's start > Shut Down > Restart. 2. Log back on to Windows. 3. Select start > All Programs > Keyscan System VII > Keyscan System VII Communication Application. 4. From the Keyscan Log On dialog box, enter keyscan in the User Name text box. 5. Enter KEYSCAN (upper case) in the Password text box. 6. Click on the OK button. 7. The Communication Manager automatically minimizes. Double click on the COM icon in the Window's tray at the bottom of the monitor. 8. From the Keyscan Log On dialog box, enter keyscan in the User Name text box. 9. Enter KEYSCAN (upper case) in the Password text box. 10. Click on the OK button. 11. From the System VII Communication Manager screen, select the File menu. 12. Ensure that the Auto Start Communication Server command has a check mark () indicating it is active. If it is not enabled, select the Auto Start Communication 15

23 Server command to activate this function. 13. Click on the Minimize button in the upper right corner of the System VII Communication Manager window. If you wish to run more than 1 Communication Manager, see Configure Multiple Communication Managers near the back of this guide. Steps to Log On to the System VII Client 1. Select start > All Programs > Keyscan System VII > Keyscan System VII Client. 2. From the Keyscan Log On Client dialog box, enter keyscan in the User Name text box. 3. Enter KEYSCAN (upper case) in the Password text box. 4. Click on the OK button. Please remember that you must register the System VII software within 30 days of installation, otherwise it is no longer accessible. Instructions on setting up a site using the System VII software are reviewed in the Client On-line Help under Setting Up the System. If you have not established communication from the PC to the access control units (ACU), the main screen will display a message Communication Status Failed with a date and time stamp. This message will continue to appear until you have a connection with the ACUs. It is intended as warning if the System VII software loses communication with the access control units. For system operation, the PC must be on and the Communication Manager(s) must be running indicated by the icon in the Windows tray. You can close the Client and the system will continue to operate. 16

24 New Installation on Multiple PCs For a new installation on multiple PCs to derive the best system performance on a network, it is recommended to install the Communication Manager and the System VII Database (SQL Sever 2005 Express) on dedicated PCs. The Keyscan Client can be installed on multiple PCs. Note If you have not purchased the Photo Badging module, you may install it and use the map functions within the application to draw site plans and load them into the Alarm Response Instructions \ Alarm Graphic Locations form in the Client module. You cannot, however, import photobadge templates, use the photo verification feature, or import photos to cardholder records unless you purchase and register this optional module. Keyscan strongly advises that you do not install the System VII software modules on your corporate server. If you are using TCP/IP communication, be sure to check that the IP address is active. To check, type IPCONFIG at the DOS prompt. Influences on System Performance System performance is governed by any and all of the following circumstances: physical connections within the system the number of connections and the types of connections: serial, network, and dial-up all influence system performance the number of readers and panels per Communication Manager the ratio will affect performance and manageability as a higher ratio means a larger polling loop and longer response times end-user expectations how critical is the timing for reporting alarm events and site transactions System performance is subjective and contingent on end-user expectations. How critical alarm and activity reporting are, can only be determined by the end-user. 17

25 Optimum Network System Configuration access control unit communication via serial connection Clients Network Hub/ (TCP/IP) Switch Communication Manager (Dedicated PC) Ethernet/Serial Converter (NETCOM2) access control unit communication via serial connection Database - SQL Server 2005 Express (Dedicated PC) As an alternative, if system resources are not available to install the System VII software as recommended, a Client can be installed on the same PC with the Communication Manager. Alternative Network Multi-PC Installation Network Hub/ (TCP/IP) Switch Ethernet/Serial Converter (NETCOM2) Database SQL Server 2005 Express (Dedicated PC) access control unit communication via serial connection Remote Client Client & Communication Manager access control unit communication via serial connection Preplanning a Multiple PC Installation We suggest pre-planning where you are going to install the various System VII modules before you start loading the software. You must install the System VII Database (SQL Server 2005 Express), the Communications Setup module, and a System VII Client in order to 18

26 operate the system. Do not install the System VII Database (SQL Server 2005 Express) module more than one time. All PCs with System VII software must have valid access to the PC with the System VII Database. System VII Software Modules The Keyscan System VII Installation screen presents a list of all System VII modules including the optional applications. We have separated the modules into 2 lists indicating those modules that are required for the system to function and the optional modules. All optional applications are only accessible if the products are purchased and registered. Please be sure that you install the appropriate modules and ensure that this PC has Microsoft Explorer 6.0 SP1 or later. Important The PCs with the System VII Database and the Communication Manager must be on and the Communication Manager(s) must be running for the system to function during regular operations. Installations on Windows Server 2008 or Windows Server 2012 If installing System VII on Windows Server 2008 or Windows Server 2012,.NET Framework 3.5 Features must be enabled from the Control Panel as outlined in the following procedures before beginning the installation of System VII. If you are using Server Manager in Windows Server 2012 to add a role or feature to a remote server, the remote server s computer account (DOMAIN\ComputerName$) requires access to the alternate source file path because the deployment operation runs in the SYSTEM context on the target server. Steps to Add Roles and Features 1. Select the Control Panel > Administrative Tools. 2. From Server Manager, select Manage > Add Roles and Features to start the Add Roles and Features Wizard. 3. From the Select Installation screen, select Role-based or feature-based installation. 4. Select the target server from the list. 5. From the Select Features screen, select the box opposite.net Framework 3.5 Features. 6. Select the Next button. 7. The Confirm Installation Selections screen prompts a warning Do you need to specify an alternate source path? Do one of the following steps: If the target server has access to Windows Update, click the X next to the warning, and then click Install. If the target server does not have access to Windows Update, click the Specify an alternate source path link to specify the path to the \sources\sxs folder on the installation media and then select OK. After you have specified the alternate source, click the X next to the warning, and then click Install. 8. Exit the Control panel screens. 19

27 Required Modules Install.NET Framework 2.0 * Install Database Setup (SQL Server 2005 Express)** Install Client Setup Install Communications Setup * The Installation screen will indicate in red if the PC has MS.NET Framework 2.0 installed in which case you do not have to install this module. MS.NET Framework 2.0 is only required on the PC where the System VII Database (SQL Server 2005 Express) is installed. ** On a multiple PC installation you must know the IP address of the PC with the System VII Database (SQL Server 2005 Express) so that all other modules can be pointed to this machine. Optional Modules Install Badging & Mapping Editor (System VII K-BADGE) Install CCTV Setup (System VII K-TV) Install NETCOM2* Install Visitor Setup (System VII K-VIS) * Installed at the PC/laptop that is going to be used to serially program a NETCOM device for network communication (TCP/IP). Installation and programming instructions are reviewed on the NETCOM guide. System VII Installation Screen Install.NET Framework 2.0 & System VII Database (SQL Server 2005 Express) 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and 20

28 anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install.NET Framework 2.0 unless the installation screen indicates it is already installed as shown in the System VII Installation Screen example on the preceding page. If.NET Framework 2.0 or 3.5 is installed, go to step From the InstallShield Wizard, (.NET Framework 2.0) follow the on screen prompts until you are returned to the System VII Installation Instructions screen. 6. From the Keyscan System VII Installation screen, select Install Database Setup. Do not install the System VII Database (SQL Server 2005 Express) module more than one time. 7. From the InstallShield Wizard, click on the Install button. The configuration of the SQL Server 2005 Express may take several minutes. Please be patient and wait. 8. From the Keyscan System VII Database InstallShield Wizard, click on the Next > button. 9. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 10. Click on the Next > button. 11. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. If you wish to change the System VII Database location, we recommend that you only change the drive location but leave the default path and folder location. 12. From the Ready to Install the Program screen, select the Install button. 13. From the InstallShield Wizard Completed screen, select the Finish button. 14. Click on the to close the Keyscan System VII Installation screen. 15. Remove the System VII software CD. 16. Restart the PC. Please review the Log On & System Configuration Settings at the end of this section which outlines dialog boxes that you may have to complete depending on the module installed. Install a System VII Client The System VII basic package includes 2 concurrent licenses. You can install the System VII Client on as many PCs as you deem necessary, however you will only be allowed to run a maximum of 2 Clients simultaneously unless you have purchased additional Client licenses. 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install Client Setup. 21

29 5. From the Keyscan System VII Client - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. Click on the to close the Keyscan System VII Installation screen. 12. Remove the System VII software CD. 13. Restart the PC. 14. Log on to Windows. 15. Select start > All Programs > Keyscan System VII > Keyscan System VII Client 16. The System VII software may prompt you to complete settings when it is initially opened. These System VII dialog boxes are reviewed under Log On & System Configuration Settings near the back of the installation section. Install Communications Setup 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install Communications Setup. 5. From the Keyscan System VII Communication - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. Click on the to close the Keyscan System VII Installation screen. 22

30 12. Remove the System VII software CD. 13. Re-boot the PC. 14. Log back on to Windows. 15. Select start > All Programs > Keyscan System VII > Keyscan System VII Communication Application. Depending on where you installed the Communication Manager, you may be prompted to complete some of the dialog boxes reviewed in Log On & System Configuration Settings near the back of this section. 16. From the Keyscan Log On dialog box, enter keyscan in the User Name text box. 17. Enter KEYSCAN (upper case) in the Password text box. 18. Click on the OK button. 19. The Communication Manager automatically minimizes. Double click on the COM icon in the window's tray at the bottom of the monitor. 20. From the Keyscan Log On dialog box, enter keyscan in the User Name text box. 21. Enter KEYSCAN (upper case) in the Password text box. 22. Click on the OK button. 23. From the System VII Communication Manager window, select the File menu. 24. Ensure that the Auto Start Communication Server command has a check mark () indicating it is active. If it is not enabled, select the Auto Start Communication Server command to activate this function. 25. Click on the Minimize button in the upper right corner of the System VII Communication Manager window. If you wish to run more than 1 Communication Manager, see Configure Multiple Communication Managers near the back of this guide. The Communication Manager can also be setup as a Window's service. Procedures are reviewed in the Client on-line help. Setting the Communication Manager as a service is intended for installation on a corporate server and requires an IT administrator with advanced user skills. If you intend to use the Delete backup older than # of days function in the Full Database Backup screen in the Client software with a multiple PC setup, you must have a Communication Manager installed and running on the same PC with the Keyscan database (SQL Server 2005 Express). If you intend to run the Communication Managers as a service, ensure you configure the Communication Manager installed with the database as a service as well. The Communication Manager installed with the database does not have to communicate with any access control units. Just specify the Database IP Address (use ) or the Computer Name in the Database Location screen. Refer to System VII Database Location on 23

31 page 51. Ensure that the Systems Settings has Checking for Scheduled Backups enabled (has a check mark). The System Settings utility is located in the Keyscan7 folder in the Program Files directory. Please note that older database backup files can be deleted manually without installing a Communication Manager on the PC with Keyscan database. Install System VII Optional Modules Observe the following steps to install any of the optional System VII modules. 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select the appropriate Install [Optional Module] Setup. 5. From the Keyscan System VII [Optional Module] - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. To install another optional module, repeat the preceding steps. If you have completed installing the optional modules continue to the next step. 12. Click on the in the upper right corner of the Keyscan System VII Installation screen. 13. Remove the System VII Software CD from the CD-ROM or DVD drive. When you open the optional module, depending on where it was installed, you may be prompted to complete configuration dialog boxes reviewed in the succeeding Log On & System Configuration Settings section. 24

32 Upgrade Installation on a Single PC The following information and procedures are only if you are upgrading from System V to System VII and currently use only 1 PC whether it's a stand-alone PC or network-connected PC. The Keyscan System VII Installation screen presents a list of all System VII modules including the optional applications. Modules are separated into 2 lists indicating required modules and optional modules. Optional modules are only accessible if the products are purchased and registered. Ensure that the PC has Microsoft Explorer 6.0 SP1 or later. Installations on Windows Server 2008 or Windows Server 2012 If installing System VII on Windows Server 2008 or Windows Server 2012,.NET Framework 3.5 Features must be enabled from the Control Panel as outlined in the following procedures before beginning the installation of System VII. If you are using Server Manager in Windows Server 2012 to add a role or feature to a remote server, the remote server s computer account (DOMAIN\ComputerName$) requires access to the alternate source file path because the deployment operation runs in the SYSTEM context on the target server. Steps to Add Roles and Features 1. Select the Control Panel > Administrative Tools. 2. From Server Manager, select Manage > Add Roles and Features to start the Add Roles and Features Wizard. 3. From the Select Installation screen, select Role-based or feature-based installation. 4. Select the target server from the list. 5. From the Select Features screen, select the box opposite.net Framework 3.5 Features. 6. Select the Next button. 7. The Confirm Installation Selections screen prompts a warning Do you need to specify an alternate source path? Do one of the following steps: If the target server has access to Windows Update, click the X next to the warning, and then click Install. If the target server does not have access to Windows Update, click the Specify an alternate source path link to specify the path to the \sources\sxs folder on the installation media and then select OK. After you have specified the alternate source, click the X next to the warning, and then click Install. 8. Exit the Control panel screens. Required Modules Install.NET Framework 2.0 * Install Database Setup (SQL Server 2005 Express) Install Client Setup Install Communications Setup 25

33 * The Installation screen will indicate if the PC has MS.NET Framework 2.0 installed in which case you do not have to install this module. Optional Modules Install Badging & Mapping Editor (System VII K-BADGE) Install CCTV Setup (System VII K-TV) Install NETCOM2** Install Visitor Setup (System VII K-VIS) ** Installed at the PC/laptop that is going to be used to serially program a NETCOM device for network communication (TCP/IP). Installation and programming instructions are reviewed on the NETCOM guide. System VII Installation Screen For optimum system performance, we recommend installing the software on a PC that complies with the specified system requirements outlined at the beginning of this section. The size of your facility and the volume of site activity will influence the size of your database and how rapidly it grows. Please ensure that you have sufficient hard disk space available on the PC to accommodate database growth. Note Preliminary The Photo Badging module may be installed, even if you have not purchased this optional application. You may use the map component to draw site plans and load them into the Alarm Response Instructions \ Alarm Graphic Locations form. You cannot, however, import photobadge templates, use the photo verification feature, or import photos to cardholder records unless you purchase and register this optional module. Before you start the installation to upgrade to System VII, you will require certain information and have to observe certain conditions as outlined: Record the System V version you are currently operating. This can be found in the Client under Help > About. Record either the IP address of the PC or the Computer Name as defined under Windows System Properties Do not add or edit any cardholder records on the day you elect to perform the upgrade 26

34 installation. If you plan on changing computers, computer names, or computer conventions from your current System V database or communication configuration, Keyscan suggests printing a Site Setup Report from the System V Client's Site Information Search screen before starting the upgrade. If you have DVR integration with System V, contact Keyscan to ensure that you have the latest drivers. Keyscan phone numbers are printed on the Copyright page near the front of this guide. If you were using MAPI (MS Outlook) in System V, please note that Keyscan does not support MAPI in System VII. SMTP is the only supported protocol in System VII. Completing the SMTP function is covered in the Client On-line Help. If you require assistance in this area, call Keyscan Technical Support. If convenient, perform the upgrade during a period when site activity is low. Be sure that you have the necessary Window's permissions to install software. Steps to Upgrade on a Single PC The steps to upgrade to System VII will involve multiple sets of procedures as listed: installing the System VII database, and, if applicable,.net Framework 2.0 installing optional Badging & Mapping Editor Setup, if applicable closing System V Communication Manager(s) and running the conversion utility convert System V photo badge templates to System VII, if applicable uninstalling the System V modules installing the remaining System VII required modules installing System VII optional modules configure the System VII Communication Manager log on to the System VII Client Please be sure to follow all the relevant procedures for a successful upgrade to System VII. Install.NET Framework 2.0 & System VII Database (SQL Server 2005 Express) Microsoft updates may be required to load.net. 1. Close any applications that are currently open. 2. Insert the System VII Software Installation CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install.NET Framework 2.0 unless the installation screen indicates it is already installed. This is indicated by Version 2.0 Installed in red text. If.NET Framework 2.0 is installed, go to step From the InstallShield Wizard, (.NET Framework 2.0) follow the on screen prompts until you are returned to the System VII Installation Instructions screen. 6. From the Keyscan System VII Installation screen, select Install Database Setup. 27

35 Do not install the System VII Database (SQL Server 2005 Express) module more than one time. 7. From the InstallShield Wizard, click on the Install button. The configuration of the SQL Server 2005 Express may take several minutes. Please be patient and wait. 8. From the Keyscan System VII Database InstallShield Wizard, click on the Next > button. 9. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 10. Click on the Next > button. 11. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. If you wish to change the System VII Database location, we recommend that you only change the drive location but leave the default path and folder location. 12. From the Ready to Install the Program screen, select the Install button. 13. From the InstallShield Wizard Completed screen, select the Finish button. 14. Click on the to close the Keyscan System VII Installation screen. 15. Remove the System VII software CD. 16. Restart the PC and log on to Windows. Photo Badge Templates Badging & Mapping Editor Setup If you use photobadges that were created with the System V Photobadge Template Editor, you must observe the following set of procedures. If you do not use photobadges or use photobadges created with the System V Photobadge Template Editor by-pass this set of procedures and go to the next set of instructions - Close System V Communication Manager(s) & Run System VII Conversion Utility. 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install Badging & Mapping Editor Setup. 5. From the Keyscan System VII Badging & Mapping Editor - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and 28

36 folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. Click on the button in the upper right corner of the Keyscan System VII Installation screen. 12. Remove the System VII Software CD from the CD-ROM or DVD drive. 13. Restart the PC and log on to Windows. Close System V Communication Manager(s) & Run System VII Conversion Utility Please note that once this procedure starts, communication with the access control units will be temporarily suspended until the completion of the upgrade installation. 1. Close any open applications. 2. In the lower right corner, double click on the Communication Manager icon. 3. From the Log On dialog box, enter your Keyscan user ID in the User Name text box. 4. Enter your password. 5. Click on the OK button. 6. From the Keyscan Management System V Comms Manager screen, click on the Exit button. 7. From the Exit Communication Manager dialog box, click on the Yes button. 8. If you have more than 1 Communication Manager, close each manager as above. 9. Insert the Keyscan System VII Software Installation CD in the CD-ROM or DVD drive. 10. After autoload has opened the System VII Installation screen, click on the button to close it. 11. Open Windows Explore and select the CD-ROM/DVD drive with the Keyscan System VII Software Installation CD. 12. Navigate to the Keyscan Utilities folder > Keyscan7 Conversion folder. 13. Double click on the Keyscan7Conversion.exe utility. The Conversion Utility will transfer all site data if you have multiple sites. 14. From the Keyscan Log On dialog box, enter Keyscan in the User Name text box. 15. Enter KEYSCAN (upper case) in the Password text box. 16. Click on OK. 17. From the Keyscan Conversion Process screen, in the System V Database Location text box, enter the PC's IP address or Computer Name. 29

37 18. Enter your Keyscan System V user name in the System V User ID text box. 19. Enter your Keyscan System V password in the System V Password text box. 20. The Keyscan Conversion Utility will automatically detect the appropriate Database Connection radio button based on your version of System V. If you previously altered System V database settings you may get an error message when you start the conversion process and have to manually reset to the alternative Database Connection. It is suggested that you make a note of which Database Connection is selected. You will need to know this when uninstalling System V in the Uninstall System V set of procedures. 21. By default, the Include System Log History and Include Transaction History options are both pre-selected. If you do not wish to include this information to the System VII database, click inside the appropriate box to disable that option. Please note that including these 2 options may take a substantial amount of time to convert depending on the size of each historical archive. 22. Click on the Start Conversion Process button. If Include System Log History was enabled, click on the Yes button in the confirmation dialog box. If Include System Transaction History was enabled, click on the Yes button in the confirmation dialog box. 23. Wait until the database categories all indicate Completed. Opposite the Photo Transfer Setup category, if you get a Completed but with Errors message, it indicates one of the following reasons for the error: network permission was denied 1 or more cardholder records did not have a photo attached ( after installing the System VII Client, check the System Log entries to verify which records do not have photos) 24. From the Conversion Process Completed box, click on the OK button. 25. From the Keyscan Conversion Process screen, select the Exit button. 26. Close the Windows Explore screen. 30

38 27. Remove the Keyscan System VII Software Installation CD from the CD-ROM or DVD drive. Steps to Convert Badge Templates to System VII If you do not have photobadge templates, go to the next set of procedures; otherwise please follow these steps to convert your photobadge templates for System VII. You must first have installed the System VII Badging & Mapping Editor before you can convert your System V templates to System VII. Do not proceed to the Uninstall System V Components until you have converted and saved them. Please note that maps must be re-created in System VII. 1. Select start > All Programs > Keyscan System VII > Keyscan System VII Photo Badging & Mapping Editor. 2. From the Keyscan Log On box, enter your Keyscan user name or the default user name keyscan in the User Name text box. 3. Enter your Keyscan password or the default password KEYSCAN (upper case) in the Password text box. 4. Click on OK. 5. If you are prompted to register, you must complete the first 4 fields under Company Information and under Dealer Information. Then click on the Register Software Later button. 6. From the Photo Badge Template Editor screen, select the File menu > Import Old Badge Template. 7. From the Open File dialog box, navigate to the folder location where your templates are located which could be in one of the following locations: 8. Select the file. the System V Photo Badge Template Editor folder the Card Holder Folder Location if specified in the Site Information form in System V if you are not sure, perform a search in Windows using *.btf as the search criteria to locate the folder 9. Click on the Open button. 10. With the template displayed in the Editor, select the File menu > Save. 11. From the Save screen, if applicable enter a revised badge name in the File Name text box, otherwise go to the next step. 12. Click on the Save button. 13. Repeat opening each System V template and re-saving it in the System VII Photo Badge Template Editor. If you have templates for multiple sites, be sure to convert all templates for all sites. With System VII, when you perform a database backup, the templates will also be backed up in the System VII database. 14. When you have completed converting all System V templates to System VII, select the File menu > Exit command to close the Photo Badge Template Editor. Uninstall System V Components Uninstalling System V components is optional; however removing these software modules 31

39 will conserve PC system resources. These instructions are based on uninstalling in Windows XP. Slight variances may occur with other Windows operating systems. If you have photobadge templates, be sure that you have first converted them in the previous set of instructions before you begin uninstalling System V software modules. 1. Close any open software modules. 2. In the lower right corner on the Task Bar, double click on the System V Service Manager icon. 3. You must stop all services in the SQL Server Service Manager. Click on the down arrow to the right of Services and select the first service from the list. 4. Click on the Stop icon. 5. From the warning box, click on the Yes button. Wait for the Service to stop as indicated by the red square. 6. Repeat the preceding 3 steps until you have stopped all the services. 7. Click on the button to close the screen. 8. From the Window's tray, right click on the System V Service Manager icon. Note that if the icon does not have a red square, you have not stopped all services. You cannot proceed until all System V SQL services are stopped. 9. From the Windows pop-up menu, select Exit. 10. In the lower left corner of the screen, select start > Control Panel. 11. From the Control panel screen, double click on Add or Remove Programs. 12. From the Add or Remove Programs window, scroll down and select either: MSDE if the V7 Database Connection was selected in the System V to System VII conversion procedures Microsoft SQL Server Desktop Engine (KeyscanV) if the V2000 Database Connection was selected in the System V to System VII conversion procedures 13. Click on the Remove button. 14. From the Confirm File Deletion box, select the Yes button. 15. Follow the on-screen prompts. Wait for the uninstall procedures to be completed. This may take a few minutes before you are returned to the Add or Remove Programs window. 16. From the Add or Remove Programs window, scroll down and select Keyscan Client Software. 17. Click on the Remove button. 18. Follow the on-screen prompts. 19. To uninstall the Keyscan Communication Manager module and any remaining System V optional modules, repeat the preceding 3 steps. 20. When you have completed removing all System V modules, exit the Add or Remove Programs screen by clicking on the Close button in the upper right. 21. Close the Control Panel by clicking on the File menu > Close. 32

40 Steps to Install Required Modules 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install Client Setup. 5. From the Keyscan System VII Client - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. From the Keyscan System VII Installation screen, select Install Communications Setup. 12. From the Keyscan System VII Communication - InstallShield Wizard screen, select the Next > button. 13. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 14. Click on the Next > button. 15. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 16. From the Ready to Install the Program screen, select the Install button. 17. From the InstallShield Wizard Completed screen, select the Finish button. 18. Do one of the following steps: If you are installing any optional modules continue to Steps to Install Optional Modules If you are not installing any optional modules, go to the next step. 19. Click on the button in the upper right corner of the Keyscan System VII Installation screen. 20. Remove the System VII Software CD from the CD-ROM or DVD drive. 21. Go to Steps to Configure the Communication Manager. 33

41 Steps to Install Optional Modules The following steps list the procedures to install any of the optional System VII modules. Note If you have photobadges and you have already installed the Badging & Mapping Editor Setup, you do not have to install it again. 1. From the Keyscan System VII Installation screen, select the appropriate Install [Optional Module] Setup. 2. From the Keyscan System VII [Optional Module] - InstallShield Wizard screen, select the Next > button. 3. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 4. Click on the Next > button. 5. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 6. From the Ready to Install the Program screen, select the Install button. 7. From the InstallShield Wizard Completed screen, select the Finish button. 8. To install another optional module, repeat the preceding steps. If you have completed installing the optional modules continue to the next step. 9. Click on the in the upper right corner of the Keyscan System VII Installation screen. 10. Remove the System VII Software CD from the CD-ROM or DVD drive. 11. Go to Steps to Configure the Communication Manager. Steps to Configure the Communication Manager To configure the Communication Manager as a System VII application (recommended), complete the following steps. The Communication Manager can also be setup as a Window's service. Procedures are reviewed in the Client on-line help. Setting the Communication Manager as a service is intended for installation on a corporate server and requires an IT administrator with advanced user skills. 1. After installing the System VII modules, you now have to re-boot the PC. Click on Window's start > Shut Down > Restart. 2. Log back on to Windows. 3. Select start > All Programs > Keyscan System VII > Keyscan System VII Communication Application. 4. From the Keyscan Log On dialog box, enter your Keyscan user name in the User Name text box. 34

42 5. Enter your Keyscan password in the Password text box. Remember passwords are case sensitive. 6. Click on the OK button. 7. The Communication Manager automatically minimizes. Double click on the COM icon in the window's tray at the bottom of the monitor. 8. From the Keyscan Log On dialog box, enter your Keyscan user name. 9. Enter your password. 10. Click on the OK button. 11. From the System VII Communication Manager window, select the File menu. 12. Ensure that the Auto Start Communication Server command has a check mark () indicating the command is enabled. If it is not enabled, click on the Auto Start Communication Server command to enable this function. 13. Click on the Minimize button in the upper right corner of the System VII Communication Manager window. If you wish to run more than 1 Communication Manager, see Configure Multiple Communication Managers near the back of this guide. Steps to Log On to the System VII Client 1. Select start > All Programs > Keyscan System VII > Keyscan System VII Client. 2. From the Keyscan Log On Client dialog box, enter your Keyscan user ID in the User Name text box. 3. Enter your Keyscan password in the Password text box. Remember, passwords are case sensitive. 4. Click on the OK button. Please remember that you must register the System VII software within 30 days of installation, otherwise it will no longer be accessible. 35

43 Upgrade Installation for Multiple PCs The following information and procedures are only if you are upgrading from System V to System VII with a multiple PC configuration for operating your Keyscan access control system. The Keyscan System VII Installation screen presents a list of all System VII modules including the optional applications. We have separated the modules into 2 lists indicating those modules that are required for the system to function and the optional modules. All optional applications are only accessible if the products are purchased and registered. Please be sure that you install the appropriate modules and ensure that the PC has Microsoft Explorer 6.0 SP1 or later. Installations on Windows Server 2008 or Windows Server 2012 If installing System VII on Windows Server 2008 or Windows Server 2012,.NET Framework 3.5 Features must be enabled from the Control Panel as outlined in the following procedures before beginning the installation of System VII. If you are using Server Manager in Windows Server 2012 to add a role or feature to a remote server, the remote server s computer account (DOMAIN\ComputerName$) requires access to the alternate source file path because the deployment operation runs in the SYSTEM context on the target server. Steps to Add Roles and Features 1. Select the Control Panel > Administrative Tools. 2. From Server Manager, select Manage > Add Roles and Features to start the Add Roles and Features Wizard. 3. From the Select Installation screen, select Role-based or feature-based installation. 4. Select the target server from the list. 5. From the Select Features screen, select the box opposite.net Framework 3.5 Features. 6. Select the Next button. 7. The Confirm Installation Selections screen prompts a warning Do you need to specify an alternate source path? Do one of the following steps: If the target server has access to Windows Update, click the X next to the warning, and then click Install. If the target server does not have access to Windows Update, click the Specify an alternate source path link to specify the path to the \sources\sxs folder on the installation media and then select OK. After you have specified the alternate source, click the X next to the warning, and then click Install. 8. Exit the Control panel screens. Required Modules Install.NET Framework 2.0 * 36

44 Install Database Setup (SQL Server 2005 Express) Install Client Setup Install Communications Setup * The Installation screen will indicate if the PC has MS.NET Framework 2.0 installed in which case you do not have to install this module. Optional Modules Install Badging & Mapping Editor (System VII K-BADGE) Install CCTV Setup (System VII K-TV) Install NETCOM2** Install Visitor Setup (System VII K-VIS) ** Installed at the PC/laptop that is going to be used to serially program a NETCOM device for network communication (TCP/IP). Installation and programming instructions are reviewed on the NETCOM guide. System VII Installation Screen Influences on System Performance System performance is governed by any and all of the following circumstances: physical connections within the system the number of connections and the types of connections: serial, network, and dial-up all influence system performance the number of readers and panels per communication manager the ratio will affect performance and manageability as a higher ratio means a larger polling loop and longer response times end-user expectations how critical is the timing for reporting alarm events and site transactions System performance is subjective and contingent on end-user expectations. How critical alarm and activity reporting are, can only be determined by the end-user. 37

45 Optimum Network System Configuration access control unit communication via serial connection Clients Network Hub/ (TCP/IP) Switch Communication Manager (Dedicated PC) Ethernet/Serial Converter (NETCOM2) access control unit communication via serial connection Database - SQL Server 2005 Express (Dedicated PC) As an alternative, if system resources are not available to install the System VII software as recommended, a Client can be installed on the same PC with the Communication Manager. Alternative Network Multi-PC Installation Network Hub/ (TCP/IP) Switch Ethernet/Serial Converter (NETCOM2) Database SQL Server 2005 Express (Dedicated PC) access control unit communication via serial connection Remote Client Client & Communication Manager access control unit communication via serial connection Preliminary Before you start the installation to upgrade to System VII, you will require certain information and have to observe certain conditions as outlined: 38

46 Record the System V version you are currently operating. This can be found in the Client under Help > About. Record either the IP address or the Computer Name as defined under Windows System Properties for the PCs with Keyscan software modules. If you plan on changing computers, computer names, or computer conventions from your current System V database or communication configuration, Keyscan suggests printing a Site Setup Report from the Client > System Settings > Site Information Search screen to assist in the upgrade procedures. Installing Keyscan System VII at remote or distant locations will involve planning a means to get the software installed at those locations. Do not add or edit any cardholder records on the day you elect to perform the upgrade installation. If you have DVR integration with System V, contact Keyscan to ensure that you have the latest drivers. Keyscan phone numbers are listed on the Copyright page near the front of this guide. If you were using MAPI (MS Outlook) in System V, please note that Keyscan does not support MAPI in System VII. SMTP is the only supported protocol in System VII. Completing the SMTP function is covered in the Client On-line help. If you require assistance in this area call Keyscan Technical Support. If convenient, perform the upgrade during a period when site activity is low. During a segment of the upgrade procedures you will not have communication with the access control units. Be sure that you have the necessary Windows permissions to install software. Steps to Upgrade for Multiple PCs The steps to upgrade to System VII will involve multiple sets of procedures as listed: installing the System VII database, and, if applicable,.net Framework 2.0 installing optional Badging & Mapping Editor Setup, if applicable closing System V Communication Manager(s) and running the conversion utility closing all System V Client modules at all locations convert System V photo badge templates to System VII, if applicable uninstalling the System V modules installing the remaining System VII required modules installing System VII optional modules configure the System VII Communication Manager log on to the System VII Client Please be sure to follow all the relevant procedures for a successful upgrade to System VII. Install.NET Framework 2.0 & System VII Database (SQL Server 2005 Express) Please note that Microsoft updates may be required to load.net. This procedure is performed at the PC which will have the database. Ensure the PC has adequate hard drive resources for future database growth. 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will 39

47 open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install.NET Framework 2.0 unless the installation screen indicates it is already installed as shown in the System VII Installation Screen example on the preceding page. If.NET Framework 2.0 is installed, go to step From the InstallShield Wizard, (.NET Framework 2.0) follow the on screen prompts until you are returned to the System VII Installation Instructions screen. 6. From the Keyscan System VII Installation screen, select Install Database Setup. Do not install the System VII Database (SQL Server 2005 Express) module more than one time. 7. From the InstallShield Wizard, click on the Install button. The configuration of the SQL Server 2005 Express may take several minutes. Please be patient and wait. 8. From the Keyscan System VII Database InstallShield Wizard, click on the Next > button. 9. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 10. Click on the Next > button. 11. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. If you wish to change the System VII Database location, we recommend that you only change the drive location but leave the default path and folder location. 12. From the Ready to Install the Program screen, select the Install button. 13. From the InstallShield Wizard Completed screen, select the Finish button. 14. Click on the to close the Keyscan System VII Installation screen. 15. Remove the System VII software CD. 16. Restart the PC. Please review the Log On & System Configuration Settings at the end of this section which outlines dialog boxes that you may have to complete depending on the module installed. Photo Badge Templates Badging & Mapping Editor Setup If you use photobadges that were created with the System V Photobadge Template Editor, you must observe the following set of procedures. If you do not use photobadges or use photobadges created with the System V Photobadge Template Editor by-pass this set of procedures and go to the next set of instructions - Close System V Communication Manager(s) & Run System VII Conversion Utility. 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will 40

48 open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install Badging & Mapping Editor Setup. 5. From the Keyscan System VII Badging & Mapping Editor - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. Click on the button in the upper right corner of the Keyscan System VII Installation screen. 12. Remove the System VII Software CD from the CD-ROM or DVD drive. 13. Restart the PC and log on to Windows. Close System V Communication Manager(s) & Run System VII Conversion Utility Please note that once this procedure starts, communication with the access control units will be temporarily suspended until the completion of the upgrade installation. If you have multiple System V Communication Managers either installed on 1 PC or at several PCs, you must close all Communication Managers at all locations. You must run the System VII Conversion Utility on the PC where you installed the System VII Database (SQL Server 2005 Express) module. If the System VII Database was installed on a different PC, it requires access to the System V Database PC, similar to running a System V Client from a remote location. You will be prompted to furnish the IP address or Computer Name of the System V Database PC. 1. Close any open applications. 2. In the lower right corner, double click on the Communication Manager icon. 3. From the Log On dialog box, enter your Keyscan user ID in the User Name text box. 4. Enter your password. 5. Click on the OK button. 6. From the Keyscan Management System V Comms Manager screen, click on the Exit button. 7. From the Exit Communication Manager dialog box, click on the Yes button. 8. If you have multiple Communication Managers, ensure that all managers are closed by following the steps above before proceeding. 41

49 9. Insert the Keyscan System VII Software Installation CD in the CD-ROM or DVD drive. 10. After autoload has opened the System VII Installation screen, click on the button to close it. 11. Open Windows Explore and select the CD-ROM/DVD drive. 12. From the Keyscan System VII Software Installation CD, navigate to the Keyscan Utilities folder > Keyscan7 Conversion folder. 13. Double click on the Keyscan7Conversion.exe utility. The Conversion Utility will transfer all site data if you have multiple sites. 14. From the Keyscan Log On dialog box, enter Keyscan in the User Name text box. 15. Enter KEYSCAN (upper case) in the Password text box. 16. Click on OK. 42

50 17. From the Keyscan Conversion Process screen, in the System V Database Location text box, enter the IP address or Computer Name of the PC with the System V database. 18. Enter your Keyscan System V user name in the System V User ID text box. 19. Enter your Keyscan System V password in the System V Password text box. 20. The Keyscan Conversion Utility will automatically detect the appropriate Database Connection radio button based on your version of System V. If you previously altered System V database settings you may get an error message when you start the conversion process and have to manually reset to the alternative Database Connection. It is suggested that you make a note of which Database Connection is selected. You will need to know this when uninstalling System V in the Uninstall System V set of procedures. 21. By default, the Include System Log History and Include Transaction History options are both pre-selected. If you do not wish to include this information to the System VII database, click inside the appropriate box to disable that option. Please note that including these 2 options may take a substantial amount of time to convert depending on the size of each historical archive. 22. Click on the Start Conversion Process button. If Include System Log History was enabled, click on the Yes button in the confirmation dialog box. If Include System Transaction History was enabled, click on the Yes button in the confirmation dialog box. 23. Wait until the database categories all indicate Completed. Opposite the Photo Transfer Setup category, if you get a Completed but with Errors message, it indicates one of the following reasons for the error: network permission was denied 1 or more cardholder records did not have a photo attached (after installing the System VII Client, check the System Log entries to verify which records do not have photos) 24. From the Conversion Process Completed box, click on the OK button. 43

51 25. From the Keyscan Conversion Process screen, select the Exit button. 26. Close the Windows Explore screen. 27. Remove the Keyscan System VII Software Installation CD from the CD-ROM or DVD drive. Steps to Convert Badge Templates to System VII If you do not have photobadge templates, go to the next set of procedures; otherwise please follow these steps to convert templates for System VII. You must first have installed the System VII Badging & Mapping Editor before you can convert your System V templates to System VII. Do not proceed to the Uninstall System V Components until you have converted and saved them. Please note that maps must be re-created in System VII. You must be at the PC with the Photo Badge Template Editor. 1. Select start > All Programs > Keyscan System VII > Keyscan System VII Photo Badging & Mapping Editor. 2. From the Keyscan Log On box, enter keyscan in the User Name text box. 3. Enter KEYSCAN (upper case) in the Password text box. 4. Click on OK. 5. If you are prompted to register, you must complete the first 4 fields under Company Information and under Dealer Information. Then click on the Register Software Later button. 6. From the Photo Badge Template Editor screen, select the File menu > Import Old Badge Template. 7. From the Open File dialog box, navigate to the folder location where your templates are located which could be in one of the following locations: 8. Select the file. the System V Photo Badge Template Editor folder the Card Holder Folder Location if specified in the Site Information form if you are not sure, perform a search in Windows with *.btf as the search criteria and note the folder location 9. Click on the Open button. 10. With the template displayed in the Editor, select the File menu > Save. 11. From the Save screen, if applicable enter a revised badge name in the File Name text box, otherwise go to the next step. 12. Click on the Save button. 13. Repeat opening each System V template and re-saving it in the System VII Photo Badge Template Editor so has been converted. If you have templates for multiple sites, be sure to convert all templates for all sites. With System VII, when you perform a database backup, the templates will also be backed up in the System VII database. 14. When you have completed converting all System V templates to System VII, select the File menu > Exit command to close the Photo Badge Template Editor. 44

52 Close System V Clients You must close all open System V Client modules at all locations throughout your network including any remote locations. 1. If minimized, double click on the Client icon. 2. From the File menu, select Exit. Ensure that all System V Clients are closed before proceeding to the next set of procedures. Uninstall System V Components Uninstalling System V components is optional; however removing these software modules will conserve PC system resources. These instructions are based on uninstalling on Windows XP. Slight variances may occur with other Windows operating systems. If you have photobadge templates, be sure that you have first converted them in the previous set of instructions before you begin uninstalling System V software modules. 1. Go to the PC that has the Keyscan database. 2. Close any open software modules. 3. In the lower right corner on the Task Bar, double click on the System V Service Manager icon. 4. You must stop all services in the SQL Server Service Manager. Click on the down arrow to the right of Services and select the first service from the list. 5. Click on the Stop icon. 6. From the warning box, click on the Yes button. Wait for the Service to stop as indicated by the red square. 7. Repeat the preceding 3 steps until you have stopped all the services. 8. Click on the button to close the screen. 9. From the Window's tray, right click on the System V Service Manager icon. Note that if the icon does not have a red square, you have not stopped all services. You cannot proceed until all System V SQL services are stopped. 10. From the Windows pop-up menu, select Exit. 11. In the lower left corner of the screen, select start > Control Panel. 12. From the Control panel screen, double click on Add or Remove Programs. 13. From the Add or Remove Programs window, scroll down and select either: MSDE if the V7 Database Connection was selected in the System VII conversion procedures Microsoft SQL Server Desktop Engine (KeyscanV) if the V2000 Database Connection was selected in the System VII conversion procedures 14. Click on the Remove button. 15. From the Confirm File Deletion box, select the Yes button. 16. Follow the on-screen prompts. 17. Wait for the uninstall procedures to be completed. This may take a few minutes before you are returned to the Add or Remove Programs window. 45

53 18. If you have any remaining Keyscan System V components on this PC, select Keyscan module from the Add or Remove Program screen. 19. Click on the Remove button. 20. Follow the on-screen prompts. 21. When you have completed removing all System V modules at this PC, exit the Add or Remove Programs screen by clicking on the Close 22. Close the Control Panel by clicking on the File menu > Close. button in the upper right. 23. Relocate to the next PC with Keyscan System V software modules and remove those modules and continue to remove all System V modules at all PCs. Install a System VII Client The System VII basic package includes 2 concurrent licenses. You can install the System VII Client on as many PCs as you deem necessary, however you will only be allowed to run a maximum of 2 Clients simultaneously unless you have purchased additional Client licenses. 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install Client Setup. 5. From the Keyscan System VII Client - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. Click on the to close the Keyscan System VII Installation screen. 12. Remove the System VII software CD. 13. Restart the PC. 14. Log on to Windows. 15. Select start > All Programs > Keyscan System VII > Keyscan System VII Client 16. The System VII software may prompt you to complete settings when it is initially opened. These System VII dialog boxes are reviewed under Log On & System Configuration Settings near the back of the installation section. 46

54 Install Communications Setup 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select Install Communications Setup. 5. From the Keyscan System VII Communication - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. Click on the to close the Keyscan System VII Installation screen. 12. Remove the System VII software CD. 13. Re-boot the PC. 14. Log back on to Windows. 15. Select start > All Programs > Keyscan System VII > Keyscan System VII Communication Application. Depending on where you installed the Communication Manager, you may be prompted to complete some of the dialog boxes reviewed in Log On & System Configuration Settings near the back of this section. 16. From the Keyscan Log On dialog box, enter your Keyscan user ID in the User Name text box. 17. Enter your Keyscan password in the Password text box. 18. Click on the OK button. 19. The Communication Manager automatically minimizes. Double click on the COM icon in the window's tray at the bottom of the monitor. 47

55 20. From the Keyscan Log On dialog box, enter your Keyscan user ID in the User Name text box. 21. Enter your Keyscan password in the Password text box. 22. Click on the OK button. 23. From the System VII Communication Manager window, select the File menu. 24. Ensure that the Auto Start Communication Server command has a check mark () indicating it is enabled. If it is not enabled, select the Auto Start Communication Server command to activate this function. 25. Click on the Minimize button in the upper right corner of the System VII Communication Manager window. If you wish to run more than 1 Communication Manager, see Configure Multiple Communication Managers near the back of this guide. The Communication Manager can also be setup as a Window's service. Procedures are reviewed in the Client on-line help. Setting the Communication Manager as a service is intended for installation on a corporate server and requires an IT administrator with advanced user skills. If you intend to use the Delete backup older than # of days function in the Full Database Backup screen in the Client software with a multiple PC setup, you must have a Communication Manager installed and running on the same PC with the Keyscan database (SQL Server 2005 Express). If you intend to run the Communication Managers as a service, ensure you configure the Communication Manager installed with the database as a service as well. The Communication Manager installed with the database does not have to communicate with any access control units. Just specify the Database IP Address (use ) or the Computer Name in the Database Location screen. Refer to System VII Database Location on page 51. Ensure that the Systems Settings has Checking for Scheduled Backups enabled (has a check mark). The System Settings utility is located in the Keyscan7 folder in the Program Files directory. Please note that older database backup files can be deleted manually without installing a Communication Manager on the PC with Keyscan database. Install System VII Optional Modules Observe the following steps to install any of the optional System VII modules. 1. Close any applications that are currently open. 2. Insert the System VII software CD into the CD-ROM or DVD drive. Autorun will open the installation procedures. For Vista "Business", select Run System VII CD Setup.exe in the Auto Play dialog box. From the User Account dialog box, select Allow. 3. Please read the System VII Installation Instructions screen concerning firewall and anti-spyware software. When you are ready to proceed, select the OK button. 4. From the Keyscan System VII Installation screen, select the appropriate Install [Optional Module] Setup. 5. From the Keyscan System VII [Optional Module] - InstallShield Wizard screen, select the Next > button. 6. Please read the End-User License Agreement outlined on the License Agreement 48

56 screen. To acknowledge that you are complying with this agreement, click on the radio button to the left of I Accept the Terms in the License Agreement. 7. Click on the Next > button. 8. From the Destination Folder screen, we recommend leaving the default path and folder location. Select the Next > button. 9. From the Ready to Install the Program screen, select the Install button. 10. From the InstallShield Wizard Completed screen, select the Finish button. 11. To install another optional module, repeat the preceding steps. If you have completed installing the optional modules continue to the next step. 12. Click on the in the upper right corner of the Keyscan System VII Installation screen. 13. Remove the System VII Software CD from the CD-ROM or DVD drive. When you open the optional module, depending on where it was installed, you may be prompted to complete configuration dialog boxes. See the Log On & System Configuration Settings section. 49

57 Log On & System Configuration Settings Depending on the module or modules just installed, you may be prompted by any of the following dialog boxes requesting log on or configuration settings. Keyscan Logon In the Log On dialog box, enter keyscan in the User Name text box and enter KEYSCAN in the Password text box for a new installation. The password is case sensitive and must be entered in upper case. In the case of the Communication Manager after logging on it automatically minimizes. For an upgrade you can use your Keyscan User ID and password following the conversion procedures Attach DB Confirm the drive and path are correct in the Attach DB (Database) dialog box, and select the Attach button. Geographic Time Zones From the Geographical Time Zone dialog box, select OK if the correct time zone is displayed, or click on the down arrow and select the correct time zone, then select OK. 50

58 System VII Database Location When a System VII module Client, Communication Manager, or optional module is opened for the first time after it is installed, you will be prompted to specify either the IP Address or Computer Name of the PC with the System VII Database. Setting the Keyscan Database Location dialog box will be relative to where the module is in relation to the database. The following diagrams illustrate a single PC configuration and a multiple PC configuration. You may require the assistance of an IT administrator for a multiple PC configuration. Database Location Screen Database Location - Single PC Configuration 51

59 Database Location Multiple Network PC Configuration 52

60 System VII Registration Screen Until you receive serial unlock keys from Keyscan, each time you open a System VII Client, you will be prompted to register the software. You can initially enter the first four fields under Company Information and the first four fields under Dealer Information and select Register Software Later to by-pass the registration screen. You have 30 days to register the System VII software after installation. The software will not function after the 30 day limit if it is not registered. Registration instructions and phone numbers are outlined in the on-line help. Keyscan Registration Screen 53

61 Setup Communication Managers as an Application After installing the software, you must configure the Communication Manager to establish communication between the access control units and the system software. System VII has the provision to configure one or multiple Communication Managers depending on the number of access control units and readers. Keyscan recommends a ratio of 1 Communication Manager per 12 access control units or 100 readers. This chapter is divided into two sections: Single Communication Manager Multiple Communication Managers If your site has 12 or less access control units or 100 or less readers, refer to Single Communication Manager. If your site exceeds 12 access control units or 100 readers, refer to Configure Multiple Communication Managers. Operating Conditions For normal on-going system operation, please be sure to observe the following conditions: the PC with the SQL Server 2005 Express must be operating Communication Manager(s) must be running with the PC on The access control units will function independently if the computer software is off-line; however, they will only retain the last 6000 transactions. Single Communication Manager If the site consists of 12, or fewer access control units, or 100, or fewer readers, generally you only require a single Communication Manager, which you have already installed and set on auto-start. You are not required to perform any further configuration steps. However, you are strongly urged to read About the Communication Manager. About the Communication Manager The Communication Manager that you installed - Keyscan7CommWindow.exe - is the Main Communication. At the computer where it was installed, you should see the Communication Manager icon in the Windows tray at bottom of the screen. This indicates the application is running. Generally it runs minimized unless you have to open it to perform a diagnostic procedure. When setting up access control units in the Site Unit Setup form assign the panels to Main Communication only as shown in the example screen. Important When setting up panels in the Client s Site Unit Setup screen, ensure that the entry in the Communication Server Processing field is the name of the PC with the Communication Manager. You can verify the PC name from Windows System Properties > Computer Name. 54

62 Configure Multiple Communication Managers System VII provides the option of running up to 5 multiple Communication Managers on 1 PC. Running multiple Communication Managers is primarily for larger sites to optimize system performance. The following procedures review setting multiple Communication Managers as an application. Refer to the System VII Client's On-line Help for instructions for setting up Communication Managers as a service, if desired. Guidelines Keyscan's recommended ratio is 12 access control units (ACUs) or 100 readers per Communication Manager. However, please note this ratio is merely intended as a guide and is mitigated by reader/acu activity and ACU geographic locations. The maximum number of Communication Managers per PC is 5. The Keyscan7CommWindow.exe (Main Communication) is required for using the scheduled backup feature. It is strongly recommended that if 5 Communication Managers are installed on 1 PC, the PC should be dedicated as a communication server with no other software running. No two Communication Managers can be assigned to ACUs connected to the same NETCOM2. Running multiple Communication Managers is designed principally for network connectivity via NETCOM2s, however, if you use serial connections please note: each serially connected Communication Manager must have a separate serial port to its assigned ACUs. Install Communication Managers in ascending numeric sequence. Do not install more Communication Managers than required. The Communication Managers (application) are identified in the table. File Name Icon Name Panel Setup Keyscan7CommWindow.exe Comms Manager Main Communication Keyscan7CommWindow1.exe Comms Manager 1 Communication 1 Keyscan7CommWindow2.exe Comms Manager 2 Communication 2 Keyscan7CommWindow3.exe Comms Manager 3 Communication 3 Keyscan7CommWindow4.exe Comms Manager 4 Communication 4 When minimized, each Communication Manager has an individual icon in the tray as listed in the centre column. To identify the respective Communication Manager, move the mouse over the icon. Communication Manager Main Communication & the Keyscan Database If you are installing the Communication Manager Main on a separate server/pc from where the Keyscan database SQL Server Express 2005 resides, note the following important installation procedure. Regardless of whether configured as an application or as a service, install and run an additional Communication Manager Main on the server/pc where the Keyscan database SQL Server Express 2005 resides. On this same server/pc, enable Checking for Scheduled 55

63 Backups in the System Settings utility. This will ensure scheduled database backups occur and old backup files are removed. On any remote servers/pcs with the Communication Manager Main that performs the polling of ACU panels, disable Checking for Scheduled Backups in the System Settings utility. Refer to the table on the preceding page for the Communication Manager Main Communication for the file name. Setting up Multiple Communication Managers Setting up multiple Communication Managers is divided into 2 sets of procedures: configuring multiple Communication Managers assigning ACUs to Communication Managers Before you begin we suggest that you pre-plan so you know how many Communication Managers to configure and their panel assignments. Please be sure to try and adhere to the 12 panels/100 readers per Communication Manager ratio as closely as possible. These instructions are for running the Communication Manager as an application. To run the Communication Manager(s) as a service, refer to the Client on-line help. The illustration below shows an example of a 5 Communication Managers on a dedicated PC on a multiple PC network configuration. 56

64 Multiple Communication Managers Configuration Communication Manager PC (with installed comms) File Name Panel Setup - Keyscan7CommWindow.exe (Main Communication) - Keyscan7CommWindow1.exe (Communication 1) - Keyscan7CommWindow2.exe (Communication 2) - Keyscan7CommWindow3.exe (Communication 3) - Keyscan7CommWindow4.exe (Communication 4) Clients Network Hub/ (TCP/IP) Switch NETCOM2 (Main Communication) to ACUs (1-12) NETCOM2 (Communication 1) to ACUs (13-24) Database - SQL Server 2005 Express (Dedicated PC) Notes - For a single PC setup, the same convention applies except all Keyscan VII modules are on 1 PC. - Direct serial connections from PC to panel(s) require dedicated comm port for each Communication Manager. NETCOM2 (Communication 2) NETCOM2 (Communication 3) NETCOM2 (Communication 4) to ACUs (25-36) to ACUs (37-48) to ACUs (49-60) Note Please remember this ratio of 12 access control units (ACUs) or 100 readers per Communication Manager is intended as a general guideline and is mitigated by reader/acu activity and geographic ACU locations. Steps to Configure Multiple Communication Managers Whether this is a new installation or an upgrade installation, a single or a multiple PC configuration, you must perform the Steps to Setup Multiple Communication Managers if you are going to run multiple Communication Managers. If you have a multiple PC configuration you must be at the PC with the Communication Manager. You will already have installed a Communication Manager (Keyscan7CommWindow.exe which is indicated by the Keyscan VII Comms Manager in the tray in the lower right 57

65 corner of the screen. 1. Right click on start and select Explore from the pop-up menu. 2. Navigate to Program Files > Keyscan7 or the location where you installed your Communication Manager exe files if you installed them in a different folder from the default installation location. 3. Find and double click on Keyscan7CommWindow1.exe. 4. From the Keyscan Log On screen, enter Keyscan in the User Name text box. If you performed an upgrade installation you can enter your Keyscan System V user name. 5. Enter KEYSCAN (upper case) in the Password text box. If you performed an upgrade installation you can enter your Keyscan System V password. 6. Click on the OK button. The Communication Manager automatically minimizes in the tray. 7. Mouse over the icon that reads Keyscan System VII Comms Manager 1 and double click on it. 8. From the Keyscan Log On screen, enter Keyscan in the User Name text box. If you performed an upgrade installation you can enter your Keyscan System V user name. 9. Enter KEYSCAN (upper case) in the Password text box. If you performed an upgrade installation you can enter your Keyscan System V password. 10. Click on the OK button. 11. Select the File menu. 12. Ensure that Auto Start Communication Server is checked () so the function is enabled. If it is not enabled, click on the Auto Start Communication Server command so the function is activated. 13. Click on the minimize button. The Communication Manager 1 icon should still be visible in the tray. 14. Repeat the preceding steps for each Communication Manager you wish to run. Be sure the Communication Managers are configured in numerical sequence. (As an example, if you were going to use 3 Communication Managers, you would add Keyscan7CommWindow2.exe, which would be the last Communication Manager added.) Important For multiple PC configurations there are no licensing restrictions on Communication Managers. You can configure multiple PCs with Communication Managers providing that each PC has no more than 5 as outlined at the beginning of this section. Steps to Assign ACUs to Communication Managers If this is a new installation, whether it was on a single PC or multiple PCs, first setup the panels as outlined in the Client On-line Help before assigning panels to Communication Managers. If you upgraded, the System V to System VII conversion utility will have retained your Communication Manager assignments as specified in System V. If you have changed PCs or wish to alter communication assignments, follow the Steps to Assign ACUs to Communication Managers. If your setup has not changed from System V, you do not have to perform these procedures. You can use the Display Software Connections in the Client's 58

66 Utilities menu to view current PC/Comms Manager assignments. These procedures are performed from the System VII Client. 1. Select start > All Programs > Keyscan System VII > Keyscan System VII Client. 2. From the Keyscan Log On screen, enter Keyscan in the User Name text box. If you performed an upgrade installation you can enter your Keyscan user name. 3. Enter KEYSCAN (upper case) in the Password text box. If you performed an upgrade installation you can enter your Keyscan System V password. 4. Click on the OK button. 5. Select the System Settings menu > Site Setup. 6. From the Site Information Search screen, double click on the appropriate site listed in the white table. 7. From the Site Information screen, select the Panel Setup button. 8. Double click on the panel listed in the table to be assigned to a Communication Manager. 9. In the Communication Server Processing field, ensure that the PC name with the Communication Manager(s) is correctly identified. If it is not, enter the correct PC name as defined under Windows System Properties > Computer Name. 10. Click on the down arrow to the right of Communication Server Processing, and select the Communication Manager from the list. Ensure that you assign the panel to a Communication Manager that was activated in the Steps to Setup Multiple Communication Managers. At least 1 ACU must be assigned to Main Communication for the scheduled backup function to operate. Comms Manager = Main Communication Comms Manager 1 = Communication 1 Comms Manager 2 = Communication 2 Comms Manager 3 = Communication 3 Comms Manager 4 = Communication Click on the Update Changes button. 12. Double click on the next panel to be assigned to a Communication Manager and repeat the preceding 3 steps. 13. When you have completed assigning Communication Managers, click on the Save & Exit button. 14. If you have multiple sites, repeat the procedures for each site that requires assigning or re-assigning ACUs to Communication Managers. 59

67 Example of 3 Active Communication Managers Example of 3 Communication Managers Listed in Display Software Connections Screen 60

68 Setup Communication Managers as a Service The Keyscan Communication Managers can be configured to run as a service. Generally, to run as service, the Communication Managers should be installed on a server which is inaccessible to end-users. Configuring the Communication Managers as a service is reviewed in the Keyscan System VII Client help. You can access the help from anywhere in the Client by pressing F1 on your keyboard or from the menu at the top of the Client s main screen. Select the Contents tab in the upper left of the help screen, double click on Setup the System > Setup Communication Service. Click on the Communication Service Setup topic as shown in the screen image below. If you are configuring the Communication Manager as a service at a separate location, you can print a copy for reference at a PC with a Keyscan System VII Client. System VII Help Instructions on Communication Service Setup 61

69 SETUP A SITE After you install the Keyscan System VII Access Control Management Software, the next task is to set up your site using the Client software to make the Keyscan access control system functional. The following illustration shows the types of information required to get a site operational. The configuration of your site and the level of security will determine which software screens must be completed. As indicated on the previous illustration there are 12 general sets of procedures to make a site functional. Obviously, if you don t have elevators, have CCTV 62

70 integration, or don t plan on using the alarm notification you don t have to input settings for those options. The remainder of this chapter attempts to give you some guidance on setting up your site. Pre-planning Before you open the Keyscan Client software module and commence to input your site data, you may wish to take some time and pre-plan how you are going set up the access control system so it will do what it is designed to do regulate and monitor access within your premises based on your organizational structure. Some of the things you will have to take into consideration are: departmental work schedules so you can create corresponding time zones for access organizational structure so you can create groups that correspond to departments determine who can or can t enter various system controlled doors/elevators determine which days/hours authorized individuals may access system controlled doors/elevators determine if certain doors are to lock/unlock on a time zone or connected devices need to be turned on/off by a time zone determine who will be assigned administrators to oversee and monitor the access control system who would be contacted in case of an alarm or emergency These are just some of the things you will have to bear in mind before you attempt to begin setting up the system software. Setup Assistance The following support documents are available on the Keyscan Software Installation CD in the Keyscan Documents folder to help you set up the system software: a set of Programming Worksheets to draft site data and settings a PDF User Guide which you can print for convenient reference ( refer to the chapter entitled Setup the System) Don t forget the on-line help in the Keyscan Client can be accessed from the menu on the main screen or press F1 on the keyboard. Methods of Setup There are two methods to setup your site: Manually Setup a Site use the menus and quick buttons for accessing the screens to configure a site Site Wizard automatically opens a pre-determined set of screens to configure a site My Site The Keyscan software creates a default site called My Site. Whether you elect to use the Site Wizard or manually setup a site, you have the option to use the system-named My Site or you can name your own site. You cannot change the Site ID of My Site. If you are setting up multiple sites, you may wish to name your sites rather than use the My Site since it may not be sufficiently descriptive to indicate a precise location. 63

71 Manually Setup a Site If you elect to setup a site manually, the on-line help has a group of topics entitled Setup the System as shown in the image below. If you follow the order of topics as they are listed, they will assist you in getting your site functional. If you prefer a hard copy for reference, you can print the PDF User Guide in the Documents folder on the CD. Client On-line Help Steps to Access the Client Help Setup the System 1. From the Client main screen, do one of the following procedures: Press F1 on the keyboard Select the Help menu > Index 2. Select the Contents tab in the upper left corner of the Keyscan System VII Client Help screen. 3. In the left panel of the Help, double click on Setup the System. 64

72 Site Wizard The Site Wizard automatically opens a pre-determined set of Client interface screens in successive order to setup your site. Enter the information and save your data as you progress through the screens. If you require assistance at any point with any screen, press the F1 key to open the System VII help. The help reviews the purpose of the screen with step-by-step instructions to complete it. Site Setup Wizard screen Before You Start Before you start, you must be familiar with your particular setup to complete the screens in the Site Wizard. You may require assistance from your dealer/installer regarding the hardware component of the setup. The Communication Manager(s) must be running and communicating with the access control units. You will be prompted to switch from these instructions to the on-line help instructions to complete each screen. We recommend that the Client PC you are working from has a connection to a printer so you can print a copy of the help instructions for each screen so you have a guide to follow. Also, the Site Wizard only provides a basic setup. For a more comprehensive site setup and to capitalize on all the great access control tools and features in System VII, refer to the Client help and review the full spectrum of topics listed in the Contents pane. Remember, the Site Wizard is intended as a quick setup instrument. You can edit and amend site settings at any time after the initial setup. Steps to Open and Use the Site Setup Wizard 1. If you have already logged on to the Client, go to step 5 otherwise select start > All Programs > Keyscan System VII > Keyscan System VII Client. 65