PROTÉGÉ TRAINING. Level 1. Integrated Access Control & Alarm Management System. ICT Product Education. Name. Date / / Company.

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1 Integrated Access Control & Alarm Management System PROTÉGÉ TRAINING Level 1 Name Date / / ICT Product Education Company (this page is intentionally blank) Version 2.1 page

2 (this page is intentionally blank) Version 2.1 page

3 Integrated Control Technology PROTÉGÉ Integrated Access Control Alarm Management System PROTEGE TRAINING Level 1 Course Notes Version 2.1 page

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5 Contents Introduction to Hardware Features... 9 Physical Connections RS-485 LAN Connections PGMs Sirens AC and Battery Connection Ethernet Connections Expansion Connector Controller defaulting procedure Protégé Menu Structure Protégé Menu Structure Main Protégé Menu Structure Installer s Menu Keypad Basics Addressing Keypads Retrieving Controller Hardware Info from the Keypad Logging into the Keypad Changing the IP address of the controller System Reboot Full Module Update and Initialise/Restart Updating specific modules Changing the Controller time Changing Reader format Testing & Controlling Checking the status of a Zone (Menu 4,8,2,1,1) Checking or Changing the status of a PGM (Menu 4,8,2,1,3) Check or Change the status of a DOOR (Menu 4,8,2,1,4) Changing Memory Profiles Version 2.1 page

6 Protégé Software Introduction to the Protégé Software Starting Protégé System Management Suite Adding a new Site Navigation The Protege COG Menu Event and Alarm Window Programming & Control Window Protégé Status Bar Protégé Quick-Link Button Connecting to the Controller Getting Controller Events Programming Zones Programming Areas Programming Sirens/Bells Programming Basic PGM setup Programming Creating/Managing Area Groups Managing Users Programming Adding Users to the system Programming Adding/Modifying User Access Levels Creating Global Records from a Local Record Programming Adding Doors (basic setup) Programming Creating/Managing Door Groups Programming Schedules Programming Communications (Services) Backing up & Restoring a Controller Configuring Backup Version 2.1 page

7 Backup Procedure Restore Procedure Programming Exercises Exercises Exercise One Exercise Two Exercise Three Exercise Four Exercise Five Version 2.1 page

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9 Introduction to Hardware Features Powerpoint Sales presentation Notes Powerpoint presentation. Presentation is designed to give a basic overview of the Protégé system. Version 2.1 page

10 Physical Connections Main Controller Layout Version 2.1 page

11 RS-485 LAN Connections Standard Network Wiring Configuration (above) Above example shows LAN power supply from networked module capable of supplying required voltage. Alternatively a separate battery backed power supply is also recommended Slave Network Wiring Configuration (above) Recommended cable for use on the Protégé LAN is Belden. Integrity of LAN communications cannot be guaranteed if other cable types are used. Version 2.1 page

12 Further Information EOL and Biasing The Protégé network runs on an Encrypted 485 LAN, in daisy-chain configuration. Each end of the LAN, i.e. the two end most modules, must be terminated with the EOL jumper as per below; The network must also be biased at ONE end using the bias jumpers on the two end most modules on the LAN. Biasing ensures that the RS485 network is in a nown state. By default, the Controller Biasing jumpers are set to LOW. The biasing jumpers are shown below; Zone Connections Zones are connected to the panel as shown below. Two 1K resistors per zone give 4 state monitoring. Zones can also be programmed with 2k2/6k8 resistors to allow for easy cut over from other systems. EOL values are programmable per zone (i.e. one can be 1k/1k, another can be 2k2/6k8), except for Keypads when they are running in Duplex mode. Zone programming will be covered later on. Version 2.1 page

13 PGMs Open collector outputs (PGM) are connected as per the diagram to the left. PGMs 3 and 4 on the Protégé controller can switch a maximum of 50mA, exceeding this amount can cause damage to the PGM output. The PGMs switch to ground so ensure that anything connected to the PGM is powered from a +12V source. Sirens Sirens are connected as per the diagram below: Sirens are connected to PGMs 1 and 2, which supply a steady 12VDC power supply up to 2A (Total) (if either PGM exceeds 1.1A the PGM will automatically shut down). AC and Battery Connection 16v AC power supply is connected are per the diagram below (16VAC 40VA Max): Version 2.1 page

14 Battery is connected as per diagram below: Note that deep discharge prevention will shut down the controller when the battery gets to the point where it can longer provide a reliable level of voltage and current to the controller. Telephone Connections Telephone connections to the controller are as follows: The Protégé controller has a Secondary telephone line input which can be used (if programmed to do so) as a backup if the Primary line stops functioning. It should be noted that the Secondary line cannot be used for anything except for out going, Primary line backup. Ethernet Connections The Protégé controller comes equipped with a 10/100 Ethernet connection port. The Ethernet port can be used as both a permanent connection as part of a Protégé LAN or as a temporary connection for programming of the system. A crossover cable is not required as the Ethernet port on the Version 2.1 page

15 controller is a smart connection and will Autosense as required. Expansion Connector The Protégé controller comes with a 40 pin expansion connector used to connect serial communication, parallel, memory and special function interface devices. The Expansion Connector comes with 4 daughterboard mounting holes as per the diagram below: Daughterboard mounts Top view Daughterboard mounts Side view Version 2.1 page

16 Controller defaulting procedure When working with a brand new controller, it is recommended that it be factory defaulted. To factory default a Protégé controller, perform the steps below: 1. Power down the controller if it is powered up, ensuring that all connections including batteries are disconnected. 2. On the controller, locate the Configuration Switch (pictured below) 3. Turn ON switch 4 (four) 4. Power up the controller by turning on the AC power supply 5. Once the green status LED is flashing again, move DIP switch 4 (four) back to the OFF position The system will now be defaulted with all programming and settings returned to factory configuration. N o t e If the controller being defaulted has already been programmed into your Protégé System Management suite software you will also need to delete the site it is related to. Keep in mind that the Protégé System Management Suite software requires that at least one site be setup, so if you are deleting the only site in the software just follow the prompts after you have deleted the site to restart the software and add a new site. Also, the IP address for the controller will not be defaulted, it will remain the same address as it was prior to the defaulting procedure (changing IP address of the controller is covered in Keypad Programming Basics ). Version 2.1 page

17 Protégé Training Course Level 1 Protégé Menu Structure Version 2.1 page

18 Protégé Menu Structure Main Menu Version 2.1 page

19 Protégé Menu Structure Installer s Menu Version 2.1 page

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21 Protégé Training Course Level 1 Keypad Basics Version 2.1 page

22 Addressing Keypads When the Protégé controller is started for the first time, a keypad will have the address of 250. Keypads must be assigned an address that is valid for the memory profile selected in the controller, therefore upon power up, the first keypad on the system must be addressed. Use the following procedure to address a keypad on the Protégé system: 1. Power up the Protégé controller 2. When the version number appears on the keypad, press the [X] button on the keypad. This will enter keypad programming. 3. Press the [ENTER] key to confirm entry to keypad programming menu (screen shown below) Press [ENTER] to, setup keypad,,,,, 4. Press [1] to enter Address sub menu (screen shown below) *Setup Menu*,,,,, 1. Address,,,,,,, 5. Choose an address from 1 to 249, then press [ENTER] to confirm address (screen shown below) Enter device,,,,, Address: 256,,,,, 6. Press [X] to exit keypad programming menu 7. After the controller has finished booting, the Keypad should by default read as follows _Protégé System, By ICT,_,,, Version 2.1 page

23 Further Information Addressing Modules When changing the address of a module on the system, you must perform a Full module update & Initialisation. This is done by performing the following steps: Menu > 4 > 8 > 1 > 4 This ensures that there are no duplicate modules on the system Retrieving Controller Hardware Info from the Keypad Without being logged into the keypad, press [Menu] 4 Using the scroll keys [ ] view the various controller information details including; Ver Bios Boot Database Serial Memory Time Date Day Application Version Controller Bios Version Controller Boot Version Application Database Version Controller Hardware Serial Number Application Memory Controller Time Controller Date Controller Day Pressing the [ARM] key while in the information screen displays additional "Installer Information" Panel Hardware Version (Revision 60 or below is displayed as <60) Panel IP Address Panel IP Subnet Panel IP Gateway N o t e The [ARM] key information is only available on controller firmware Version 3020 and above. Version 2.1 page

24 Logging into the Keypad 1. Enter six (6) zeros on the keypad 2. Press [ENTER] Changing the IP address of the controller 1. Login with Installer code (default: ) 2. Press [4] for Install menu 3. Press [9] for General menu 4. Press [2] for Panel menu 5. Press [ENTER] until the IP address appears on the LCD 6. Change the IP address 7. Press [ENTER] to save the changes 8. then either press [X] and cycle the power on the controller, or press [MENU] and perform a reboot as per below; System Reboot 1. If not already logged in, log in as installer 2. Press [4] for Install menu 3. Press [9] for General menu 4. Press [3] to Restart Version 2.1 page

25 Full Module Update and Initialise/Restart 1. If not already logged in, log in as installer 2. Press [4] for Install menu 3. Press [8] for System menu 4. Press [1] to Network 5. Press [4] for Update and Initialise Init and reboot modules on the network will program the module with the configuration settings that are programmed in the controller and then perform a reset of the module. This should be performed when programming of the system is completed. Updating specific modules 1. If not already logged in, log in as installer 2. Press [4] for Install menu 3. Press [1] for Modules menu 4. Choose the module to be updated with the up and down arrow keys 5. Press [FORCE] to update and initialise module Changing the Controller time 1. If not already logged in, log in as installer 2. Press [6] for Time menu 3. Press [1] for Change Time menu 4. The following screen should be visible Enter System Time: 12:34, 5. Enter the new time (12 or 24hr format) 6. Press [ENTER] to confirm Version 2.1 page

26 7. The following screen should be visible Enter System Date: 21/02/2009, 8. Enter the new Date 9. Press [ENTER] to confirm 10. The following screen should be visible Day of Week Tuesday, 11. Enter the new Date 12. Press the [1] and [3] keys (up and down) to scroll through available days 13. Press [MENU] key to return to main menu, or [X] to log out. Changing Reader format 1. If not already logged in, log in as installer 2. Press [4] for Install menu 3. Press [1] for Modules menu 4. Press [4] to select Reader modules 5. Choose the Reader module to be altered 6. Press [ENTER] six times, the following screen should be visible RD001 R1 Format-> 26 Bit,,,, 7. Press the [1] and [3] keys (up and down) to scroll through available formats 8. Press [ENTER] to select format 9. Press [MENU] key to return to main menu, then perform a module update and initialise (as described above) Version 2.1 page

27 Testing & Controlling If you are not using the Protege demo case, Locate Zone CP001:01 on the controller and ensure you have 2 x 1k resistors connected as per the diagram on the zone connection section. Checking the status of a Zone (Menu 4,8,2,1,1) 1. If not already logged in, log in as installer 2. Press [4] for Installer menu 3. Press [8] for Advanced menu 4. Press [2] for Testing menu 5. Press [1] for View menu 6. Press [1] for Zone menu 7. The following screen should be visible Select zone to View: CP001:01, 8. Enter the zone you wish to view 9. Press [ENTER] to confirm 10. The following screen should be visible. *Zone CP001:01 Is CLOSED, 11. Change the state of the zone and observe the display *Zone CP001:01 Is OPEN, *Zone CP001:01 Is TAMPERED, *Zone CP001:01 Is SHORTED, 12. Using the scroll keys [ ] view the status of other zones on the controller. Version 2.1 page

28 N o t e Pressing the [ARM] key will swap the display between the item Name and Reference *Zone CP001:01 CP001:01 zone Is CLOSED, [ARM] Is CLOSED, CP001 Bell 1 CP001:01 PGM Is OFF, [ARM] Is OFF, CP001 Tamper CP001:01 Zone _ Is OPEN, [ARM] Is OPEN, Version 2.1 page

29 Checking the status of a Trouble Zone (Menu 4,8,2,1,2) 1. If not already logged in, log in as installer 2. Press [4] for Installer menu 3. Press [8] for Advanced menu 4. Press [2] for Testing menu 5. Press [1] for View menu 6. Press [2] for Trouble Zone menu 7. The following screen should be visible Trouble zone to View: CP001:01, 8. Enter the Trouble Zone to view 9. Select the controller Tamper (CP001:01) 10. Press [ENTER] to confirm 11. The following screen should be visible. CP001 Tamper _ Is OPEN, 12. Change the state of the zone and observe the display CP001 Tamper _ Is CLOSED, 13. Using the scroll keys [ ] view the status of other Trouble Zones on the controller. Version 2.1 page

30 Checking or Changing the status of a PGM (Menu 4,8,2,1,3) 1. If not already logged in, log in as installer 2. Press [4] for Installer menu 3. Press [8] for Advanced menu 4. Press [2] for Testing menu 5. Press [1] for View menu 6. Press [3] for PGM menu 7. The following screen should be visible Select PGM to View:CP001:01, 8. Enter the PGM to view 9. Select the controller Bell 1 (CP001:01) 10. Press [ENTER] to confirm 11. The following screen should be visible. CP001 Bell 1 _ Is OFF, 12. Change the state of the PGM by pressing the [ON/1] or [OFF/2] key and not the status of the Bell 1 LED. CP001 Bell 1 _ Is ON, 13. Using the scroll keys [ ] view the status of other PM s on the controller. N o t e The Bell 1 LED will Flash rapidly if there is not resistance across the circuit. Place a 1k Resistor across the B1- & B1+ inputs and note the LED status change. Version 2.1 page

31 Check or Change the status of a DOOR (Menu 4,8,2,1,4) 1. If not already logged in, log in as installer 2. Press [4] for Installer menu 3. Press [8] for Advanced menu 4. Press [2] for Testing menu 5. Press [1] for View menu 6. Press [4] for Door menu 7. The following screen should be visible Select Door to View: DR001, 8. Select the Door to view (DR001) 9. Press [ENTER] to confirm 10. The following screen should be visible. *DOOR 001 _ (CLOSED)(LOCKED), 11. Change the state of the Door zone and observe the display *DOOR 001 _ (FORCED)(LOCKED), 12. Using the scroll keys [ ] view the status of other Doors on the system. *DOOR 001 _ (FORCED)(LOCKED), 13. Use the [ ] and [ ] keys to scroll the available doors while in the view screen; [1] key to unlock the door for the programmed unlock time, [2] key to lock the door, [3] key to activate the door latched, [4] key to change the door lockdown state [5] key to cancel the door lockdown. 14. Press the [ ] to return to the Door selection display. Version 2.1 page

32 N o t e The display will show the door input states listed below. CLOSED OPEN FORCED PREALM LEFTOP Door is closed. Door is open. Door is forced open. Door is in a pre-alarm open condition. Door has been left open. The display will show the door lock states listed below. LOCKED ACCESS SCHED TIMED LATCH ENTRY EXIT MENU AREA FIRE LD-ALL LD-ENT LD-EXT LD-E+E Lock PGM is deactivated. Lock PGM is activated by a user entry. Lock PGM is activated by schedule. Lock PGM is activated for time period by manual control. Lock PGM is activated latched by manual control. Lock PGM is activated request to enter. Lock PGM is activated request to exit. Lock PGM is activated keypad control. Lock PGM is activated by area. Lock PGM is activated by fire control programmable function. Door is in Lockdown and will only unlock for a super user. Door is in Lockdown with Entry Allowed. Door is in Lockdown with Exit Allowed. Door is in Lockdown with Entry and Exit Allowed. Version 2.1 page

33 Changing Memory Profiles The following is the method for changing the controller s Memory Profile. 1. At the keypad, login as Installer (default: ) *Main Menu* 2. User,,,,, 2. Then [4] for Install Menu 3. Followed by [8] for the Advanced menu 4. Then [3] for Profiles 5. And finally [1] for Profile select. The following screen should now be in view Select profile -> Access,,,,, 6. Now use the [1] and [3] buttons on the keypad to scroll through the available memory profiles. 7. When the applicable memory profile has been chosen, press the [ENTER] key. A warning should now be visible on the screen This will reset all panel data!, Upload the panel_ to backup data., Press [ENTER] to_ continue., Press [MENU] or [CLEAR to exit.!, 8. To continue with the default you must press [ENTER], this will then reset the panel and setup the memory to profile chosen Version 2.1 page

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35 Protégé Training Course Level 1 Introduction to the Protégé Software Version 2.1 page

36 Introduction to the Protégé Software The Protege System is a powerful integrated alarm and access control management system designed to provide integration with building automation, apartment complex control and HVAC in one flexible package. Communication is over a proprietary high speed protocol across an encrypted local area network and AES Encrypted Proprietary RS-485 module network. Using modular-based hardware design, system installers have the flexibility to accommodate any installation from small to large, residential or commercial. Version 2.1 page

37 Starting Protégé System Management Suite The Protégé System Management Suite must be installed on the machine that you are logging in from. To start the Protégé System Management Suite, click on the Protégé icon that is available on the desktop or browse to the program from the Windows Start Menu. Logging In To Protégé System Management Suite When the Protégé System Management Suite starts, the Protégé Logon window will be displayed: Server Type of server that the Protégé System Management Suite will connect to. Select either 'Local machine' or 'Remote Machine'. Do not select the Remote Machine option unless you are a remote client and connecting to a server that is not located on the current computer. Information will be provided from the system administrator if this option is enabled. Protocol The protocol to use when connecting to a server remotely. Select either 'COM/DCOM (With call backs)', 'COM/DCOM (Without call backs)' or 'TCP/IP'. Version 2.1 page

38 Computer Name/IP Address The name of the server to connect to if logging in remotely using COM/DCOM (With call backs) or COM/DCOM (Without call backs). Otherwise the IP Address of the server to connect to if logging in remotely using TCP/IP. Enter the IP address in the form xxx.xxx.xxx.xxx Authentication The type of authentication method to use when logging in. Select either 'User Name and Password' or 'Windows Authentication'. Windows Authentication will enable logging in to Protégé using the current Windows User credentials. Information will be provided from the system administrator if this option is to be required. Logon The User Name if logging on using User Name and Password authentication. Password The User Password if logging on using User Name and Password authentication. N o t e Some options are not available when connecting to a local machine. The default logon is Admin and the default password is Admin. If you are logging on to the Protégé System Management Suite for the first time, or no site is currently set up in the system, the New Site Wizard will automatically be invoked upon start up. Version 2.1 page

39 Adding a new Site 1. To add a site, select the New Site command from the System ribbon bar. This command will invoke the New Site wizard: Site Name The name of the site. Organization Name The organization in charge of the site. Description A brief description of the site. Address 1, 2, 3 The address of the site. Version 2.1 page

40 Phone Number The phone number of the site. Fax Number The fax number of the site. Web Site The website address of the site. Number of Global Users Maximum number of global users for the site to accommodate. Number of Controllers Number of controllers for the site to utilize. Controller Name Name of the default controller if the site is to utilize only 1 controller. Profile The memory profile of the site to be created. Select either 'None', 'Access', 'Apartment', 'Automation', 'Storage', 'School' or 'Elevator' depending upon the site requirements. The Protege System Management Suite will allocate the appropriate memory settings according to what profile is selected. An option to import a profile from a file is also listed. Please note that the profile will be adjusted based upon the controller that the Protege System Management Suite is connecting to. Type Type of site to be setup. Select 'End User (Option 1)' if global records are to be supported otherwise select 'Installer' if global records are to be ignored. Version 2.1 page

41 2. Enter the required details in to the New Site Wizard Window. 3. Click NEXT. Include Photo Field When enabled, will include a photo field for ID cards. Include Magnetic Strip Mask When enabled, will include a magnetic strip mask for ID cards. Include Smart Card Mask When enabled, will include a smart card mask for ID cards. Number of Floor Plans The number of floor plans required for the site. Version 2.1 page

42 4. Select the graphics options required for the site in the New Site Wizard Graphics Window. 5. Click NEXT. 6. When complete, click FINISH. The Protege System Management Suite will now set up the new site. Version 2.1 page

43 Protégé Training Course Level 1 Navigation with the Protégé System Management Suite Version 2.1 page

44 The Ribbon Bar The Protégé Ribbon Bar is located at the top of the Protégé System Management Suite application window and allows complete navigation of all programmable functions. Similar to a horizontal toolbar the ribbon bar groups common operations together and provides an icon that can be selected for each function within the group. Where a group has more than one item a drop down of other items can be selected. The functionality of each ribbon's commands are outlined in the following sections. The System Ribbon Bar contains the commands that are required for the overall system configuration. The functionality of each command is outlined below: Version 2.1 page

45 Ribbon Bar Icon Index System The System Ribbon Bar contains the commands that are required for the overall system configuration. The functionality of each command is outlined below: System - Sites New Site: Invokes the new site wizard. Select Site: Selects a site from the available sites in the system. Edit Site: Edits the current site's properties. Delete Site: Deletes a site from the available sites in the system. System System Wide Configuration and Settings Global Options: Configures the system's global options. Backup Database: Performs an immediate backup of system database. Server Status: Displays the current server status dialog. History: Displays the current system record history. Modems: Configures modems for controller communication. Modem Types: Configures modem types to be used with the system. Translations: Translates the system in to an alternate language. Event Types: Used by the translation editor to configure the event descriptors. System Security Operators: Configures the system's operator settings. Roles: Configures the system's operator roles and security settings. Change Password: Displays the change password dialog. Workstations: Configures the system's workstations. Version 2.1 page

46 Scheduled Downloads: Configures scheduled record downloads. Version 2.1 page

47 Ribbon Bar Icon Index - Site Site - Global Records Users: Configures the system's user settings. Controller Schedules: Configures schedules for use by system controllers. Holidays: Configures holiday periods for in schedules. Access Levels: Configures the system's access level settings. Areas: Configures the system's area settings Area Groups: Configures the system's area group settings. Status Pages: This command is currently disabled. Site - User Groups User Groups: Configures the system's user group settings. Custom Lists: Configures the system's custom list settings. Custom User Tabs: Configures the system's custom user tabs. Site - DVR DVRs: Configures the system's DVR settings. Cameras: Configures system cameras for use with DVRs. Site - Security and Maintenance Security Levels: Configures the system's security levels. Jobs: Configures jobs to be carried out by the system. Version 2.1 page

48 Database Partitions: Configures the system database structure. PC Schedules: Configures schedules for use by system. Version 2.1 page

49 Ribbon Bar Icon Index - View and Edit View and Edit - View Top Window: Toggles the display of the top (Programming and Control) window. Bottom Window: Toggles the displays the bottom (Event and Alarm) window. List Windows: Customization of columns within the top (Programming and Control) window. Event Windows: Customization of the tabs within the bottom (Event and Alarm) window. Refresh: Refreshes the current display. Full Screen: Toggles full screen view. View and Edit - Edit Undo: Undo the last action. Redo: Redo the last action. Cut: Cut selected contents to the clipboard. Copy: Copy selected contents to the clipboard. Paste: Paste contents from the clipboard. Version 2.1 page

50 Ribbon Bar Icon Index Reports Reports - Event Reports Event Reports: Configures event reports settings. Custom Events Windows: Configures custom events display. Event Filters: Configures filters for system events. Reports - General Reports Search Filters: Configures search filters. History: Displays the current system record history. Alarm Priorities: Configures priorities for system events. Muster Report Definitions: Configures muster report settings. Reporting Maps: Configures reporting map settings. Usage Reports: Generation of simple usage reports. Version 2.1 page

51 Ribbon Bar Icon Index Controller Controller Doors, Zones and PGMs: Configure door, zone and PGM settings. Local Records: Configure local record settings. Groups: Configure group definitions. Modules: Configure system modules. Panel Options: Configure system panel settings. Floors: Configure floor settings. Elevator Cars: Configure elevator car settings. Phone Numbers: Configure phone numbers for reporting. Daylight Savings: Configure daylight savings settings. Home Automation: Configure home automation functions and settings. Services: Configure settings for system reporting. Variables: Configure variables for system use. Programmable Functions: Configure programmable function settings. Condominiums: Configure condominium settings if site is set in this mode. Version 2.1 page

52 Ribbon Bar Icon Index Graphics Graphics Align Left: Align multiple objects at their left extents. Align Right: Align multiple objects at their right extents. Align Top: Align multiple objects at their top extents. Align Bottom: Align multiple objects at their bottom extents. Bring to Front: Bring the currently selected object to the front. Bring to Back: Bring the currently selected object to the Back. Group: Group multiple objects together. Ungroup: Split an object group into individual objects. Photo: Insert a photo field object. (Photo ID Designer Only) Image: Insert a image object. Barcode: Insert a barcode field object. Mask: Insert a mask object. (Photo ID Designer Only) Closed Curve: Draw a closed curve object. Polygon: Draw a polygon object by selecting vertices Curve: Draw a curve object by selecting vertices. Line: Draw a line object by selecting end points. Text: Draw a text object. Grid: Show/Hide the drawing grid. Version 2.1 page

53 Snap to Grid: Constrain object vertices/extents to drawing grid points. Delete: Delete objects. Rotate: Rotate an object. Bold: Set selected text to bold font. Italic: Set selected text to italic font. Underline: Set selected text to underlined font. Left Align: Left align selected text block. Center Text: Center align selected text block. Right Align: Right align selected text block. Version 2.1 page

54 The Protege COG Menu The Protege COG Menu is accessed by left-clicking on the COG icon at the top left hand corner of the Protege System Management Suite application window. The functionality of the commands contained within the Protege COG Menu are outlined below: New Site Invokes the new site wizard. Select Site Allows the operator to select a site to load from the available sites in the system. New Controller Allows the operator to configure a new controller in the system. Version 2.1 page

55 New Custom Field Allows the operator to configure a new custom field. Import Users From File Imports user data from a csv or Excell file in to the Protege system. Import Users From Controller Imports user data from a selected controller in to the Protege system. Import Global Records Imports global data from a selected controller in to the Protege system. Export Site Exports the current site and its configuration to a file. (*.PTS) Import Site Imports a site and its configuration from a file in to the Protege system. (*.PTS) Print Prints the current Protege application display. Version 2.1 page

56 Print Preview Shows a preview of the current print selection. Print Setup Invokes the print setup dialog. Exit Exits the current instance of the Protege System Management Suite. Version 2.1 page

57 Event and Alarm Window The Event and Alarm window is located under the Programming and Control window. This is the primary window for the display and acknowledgement of real time event and alarm information. Custom event windows can be created by right clicking in the event window and selecting the New Event window from the context menu. N o t e The security level assigned to an operator will determine the tabs that are available to the operator. If a shown tab that is not available please consult the system administrator or property manager to obtain the appropriate security level. Version 2.1 page

58 Programming & Control Window The Programming and Control window is located under the the Protege Ribbon and Quick Access Toolbar. This is the primary window for the display and control of programming information, communications, monitoring and running of reports. N o t e Select or create a filter for the current view in the programming tab by selecting the filter option on the top right of the programming window. You can also find any record based on any field contained in the record using the filter FIND option. The security level assigned to an operator will determine the tabs that are available to the operator. If a tab that is shown that is not available please consult the system administrator or property manager to obtain the appropriate security level. Version 2.1 page

59 Protégé Status Bar The Protege Status Bar is located at the bottom of the Protege application window. It indicates communication status, alarm status and the current operator. When the communication status light is red, this indicates that there is NO active connection to a controller, and likewise indicates that there IS an active connection to a controller when the light is green. Protégé Quick-Link Button Throughout the Protege System Management Suite interface, extensive use of the Quick Link Button is made. Where applicable, Quick Link Buttons are located near an object (such as a text box or list box) to assist in adding and modifying the current data contained in that object. Quick Link Buttons are also provided to execute functions such as generating random pin numbers or getting a card number from an enrollment station. Version 2.1 page

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61 Protégé Training Course Level 1 Connecting & Programming with the Protégé System Management Suite Version 2.1 page

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63 Connecting to the Controller There are a number of different ways to connect to the Protégé controller (including via modem which is at 2400bps), for the purpose of this training session, we will connect via the onboard Ethernet port. The Protégé controller does not require a cross over cable, it automatically senses if there s a direct connection to a PC and adjusts accordingly. The Protégé controller comes with a predefined IP address, Configuring your IP Address In order to connect to the panel via Ethernet, you laptop IP address MUST be in the same subnet as your Protégé Controller. To set complete the following steps: In your computer s Network Connections, right-click the Local Area Connection icon and select Properties. The window below should appear Click Properties. The following window will appear Version 2.1 page

64 Click Internet Protocol (TCP/IP), then click Properties. The following window will appear Click Use the following IP address Insert an IP address on the same subnet as the Protégé controller, i.e XXX (the factory default IP address for the controller is , so you should replace the last digit, the 2, with a number that is different from the controller) Click OK, and then click OK again. Your computer is now on the same subnet as the controller with its own IP address N o t e When changing the IP address of the controller, you must either; Cycle the power on the controller OR Menu > 4 > 9 > 3 Version 2.1 page

65 Getting Controller Events By default the live events are not uploaded in to the Event and Alarm window. To enable live event view (Most common with direct connected controllers) follow the procedures below. 1. To enable live event upload, select the Controller Ribbon from the Protege Ribbon Bar. 2. Select the Panel Options command from the Controller Ribbon. 3. Select the controller you wish to upload events from in the Panel Options window and right click. This will invoke the Controller Panel Options context menu. 4. From the context menu, select PROPERTIES. This will invoke the Controller Properties window. 5. Select the Connection tab from the Controller Properties window. Version 2.1 page

66 6. Enable the 'Upload All Events after Connecting' box and select a Event Upload Frequency. The recommended setting is 2 seconds. 7. Click OK. N o t e If the controller you have just applied the settings to is currently connected, disconnect and reconnect to allow the above changes to take affect. Version 2.1 page

67 Programming Zones In order to programme Zones into the controller, complete the following steps: 1. Click Controller on the top menu 2. Click the Doors, Zones and PGMs icon on the menu bar, and select Zones. All available zones will appear in the top window pane 3. Double-click the zone you wish to programme. The Zone programming window will open (see below) 4. Click in the Name text box and name the zone 5. Click on the Areas and Zone Types tab. Assign the zone to an Area. Assign a Zone Type 6. Click on the Options tab. Select any other options required. This is also the area of programming where 2k2/6k8 EOL resistors are selected. Version 2.1 page

68 7. Once the zone programming is complete, click either the Next arrow button at the top of the window (see following page) to jump to the next zone, or click OK to close the zone programming window Continued on next page For further information on Zone programming, refer to the Protégé Integrated Controller Reference Manual Further Information Updating Modules Changing the properties of a zone input that affects the connection of the zone, EOL or inversion requires an Update Module to be performed. This is done by right-clicking on the input module in question and selecting Update Module from the menu. In fact, when programming changes are made to any module in the system where the physical behaviour of that module is being altered, you need to perform an Update Module. Version 2.1 page

69 Programming Areas In order to programme Areas into the controller, complete the following steps: 1. Click on the Site button at the top of the page, then click on Areas 2. Click on the Add button to create a new Area within the site 3. Click in the Name box and name your Area 4. Click on the Area tab 5. Click on the Area drop down box to assign an available controller Area to the site Version 2.1 page

70 Continued on next page 6. Once an available Area has been selected, click the... button to jump to the programming for the selected Area. The local (controller) Area programming window will open 7. Work through each of the tabs in the Area programming tab. Once the Area options have all been selected, click OK to close the local Area programming window, then click OK again to close the Area Record window Further Information - Trouble Area A Trouble Area is the last area in a profile and contains Trouble Zones. Trouble Zones are used to monitor inputs generated by the system which don t have a physical zone. Version 2.1 page

71 Programming Sirens/Bells Sirens must be programmed for Area in the system. On the Protégé system, sirens are denoted as PGMs, on the panel for example, Siren or Bell outputs 1 and 2 are PGMs 1 and 2. In order to programme Sirens into the system, complete the following steps: 1. Click on the Controller menu at the top of the page 2. Click Local Areas, then Local Areas 3. Make sure the Programming (Areas(Local)) tab is selected. The complete Area list available on the system should be viewable 4. Double-click the Area that you wish to programme a Siren into. The Area programming window should now be open 5. Click the PGM tab, you should now see the PGM programming options (shown below) Continued on next page Version 2.1 page

72 6. Select the appropriate output in the dropdown list next to Bell PGM Output. For sirens the output will be either CP001 Bell 1 or CP001 Bell 2 7. Click OK to confirm changes N o t e Any PGM output could be assigned as the Bell PGM output, not just the Bell outputs. Bell outputs supply 12vdc (Not siren tones!) Version 2.1 page

73 Programming Basic PGM setup To programme PGMs for Areas, complete the following steps: 1. Click on the Controller menu button at the top of the screen 2. Click on the Local Records icon, then select Local Areas 3. Double-click on the Area you wish to add PGM functions to 4. Click on the PGMs tab. The window should appear as follows: 5. Assign PGMs to Area functions from each of the dropdown lists 6. The On Time and Off Time denote the length of time the PGM will pulse on and off for if so programmed. If the On and Off Times are left as 000 then the PGM will stay on solid for the time the PGM is valid 7. Click OK to confirm changes Version 2.1 page

74 Programming Creating/Managing Area Groups To create a new Area Group, complete the following steps: 1. Click on the Site menu button at the top of the page 2. Click on the Area Groups icon (as shown below, 1) 3. Click the Add button (2) to add a new Area Group to the site. The Area Group (New Record) window will then open 4. Name the Site Area Group 5. Click on the Area Groups tab. Click on the Area Group dropdown list and select a Local Area Group to assign to the site Area Group. To modify the selected Area Group click the... button 6. Name the Local Area Group Version 2.1 page

75 Select a Schedule if required from the Schedule dropdown list. To modify the Schedule, click the... button. Once complete, click OK to return to the Local Area Group window 7. Click on the Areas tab. Select the Areas to be assigned to the Local Area Group 8. Click OK to close the Local Area Group window 9. Click OK to confirm changes 10. The new Area Group will now appear in the Area Groups list Version 2.1 page

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77 Protégé Training Course Level 1 Managing Users with the Protégé System Management Suite Version 2.1 page

78 Version 2.1 page

79 Managing Users A user is a person that is programmed in to the system with access control, alarm, biometric or photo identification credentials. A user is then able to be assigned access to programmed doors and functions of the system. By default the Protégé System Management Suite and System Controller will create three users. User Name User Number Default Pin Number Master UN Installer UN Demo User UN N o t e It is recommended that the demo user is deleted once it has been utilised for training purposes and the master and installer codes should be changed immediately to prevent any potential security breach. It is also recommended that the settings of the Master and Installer users are not modified from their defaults. Version 2.1 page

80 Programming Adding Users to the system To add a User to the system, complete the following steps: 1. Click on the Site menu at the top of the page 2. Click on the Users icon (as shown below) 3. Click on the Programming (Users) tab, then click the Add button (as shown below). The User (New Record) window will open 4. Fill in all the relevant information on each of the tabs, including Names, PIN, card information, Global Access Level, etc. (Note, in regards to card data, Family Number refers to the site code of a card) 5. Click OK to confirm changes to the User Record Version 2.1 page

81 Adding New users from the Event Log There is another way to add new users to the system: 1. Badge a new card on reader one 2. The new card data will appear in the Events pane at the bottom half of the screen 3. Right-click the Event, and select Add User from the menu 4. Edit the appropriate user field 5. Click OK to confirm changes to the User Record Note The Add new user option is not available from an EXIT Reader. Version 2.1 page

82 Programming Adding/Modifying User Access Levels To add a User Access Level to the site, complete the following steps: 1. Click on the Site menu at the top of the page 2. Click on the Access Levels icon 3. Click the Add button. To modify an existing Access Level, double click on it in the list, then skip to Section 5 below 4. Name the Access Level (give it a name so it s easily recognisable later, such as Work Hours ) 5. Click the Access Levels tab 6. Click the Access Level dropdown list and select and empty Access Level (for example, *Access Lvl 004) 7. Click the... button next to the Access Level dropdown list. This will open the Access Level options window 8. Click on each of the dropdown lists next to each of the options that you wish to change, selecting either a new or existing option, then clicking the... button to open the settings window for each of the main Access Level options Version 2.1 page

83 Continued on next page 9. After each setting has been selected, click the OK button to confirm changes 10. Once all changes have been made to the Access Level, click OK to confirm 11. Finally click OK to close the Access Level window Version 2.1 page

84 Creating Global Records from a Local Record 1. Select the local record you wish to add to the Global Records 2. Right-Click and Select Convert To Global Record 3. Confirm the action (yes) 4. A Global record will now be created and linked to the local Record Version 2.1 page

85 Protégé Training Course Level 1 Access Control with the Protégé System Management Suite Version 2.1 page

86 Programming Adding Doors (basic setup) To add a Door to the site, complete the following steps: 1. Click on the Controller menu at the top of the screen 2. Click on the Doors, Zones and PGMs icon (as shown below) 3. Double-click on the next available Door on the system. The Door programming window will open 4. Select the appropriate options for the Door. Select options from the General, PGMs, Options and Advanced Options tabs 5. When all appropriate options have been set, click OK to confirm changes 6. Click on the Modules icon (as shown below), then click on the Reader Expanders menu item Continued on next page Version 2.1 page

87 7. Double-click on the Reader Module you wish to programme 8. Click on the Reader One tab 9. Click on the Reader One Door dropdown list. Select the Door to be linked as the Reader One Door 10. Select any other Reader options required, then click OK 11. After any changes are made to a Reader Expander you must perform a module update, this is done by right-clicking on the module that changes have been made to and selecting Update Module from the menu Further Information Inverting lock relays In order to Invert a lock relay you must; 1. Choose the door you wish to alter in door programming 2. Double-click on the door to open it s properties 3. Click on the PGMs tab 4. Click on the button to hyperlink to the PGM (Lock relay) properties for that door 5. Click on the Options tab, then select Invert PGM Output 6. Click OK to confirm changes to PGM programming 7. Click OK to conform changes to Door programming 8. Click on the Modules button on the main menu, then select Reader Expanders 9. Right-click on the Reader expander related to the Door you ve just altered and select Update Module 10. During the module update you should hear the lock relay click on and stay on Version 2.1 page

88 Programming Creating/Managing Door Groups To create a new Door Group, complete the following steps: 1. Click on the Controller menu button at the top of the screen 2. Click on the Groups icon, then select Door Groups (as shown below). The Door Groups window will now open 3. Name the Door Group 4. Select a Door Group Schedule and Secondary door group if needed 5. Click on the Doors tab. Select the doors required for the Door Group 6. To modify a schedule for a specific door, click on the... button next the Schedule dropdown list. Click OK to close the Schedule window 7. Click OK to close the Door Groups window and confirm changes Version 2.1 page

89 Programming Schedules To programme a new Schedule, complete the following steps: 1. Click on the Site menu at the top of the screen 2. Click on the Controller Schedules icon (as seen below) 3. Click the Add button. The schedule window will open 4. Name the Schedule 5. Select a Start and End time for the first period. Select days that the period will be valid. The Schedule window should now look similar to the following: 6. Select up to another three periods 7. Click OK to confirm changes Version 2.1 page

90 Programming Communications (Services) As an introduction to Comms programming on the Protégé system, we ll programme a ContactID Comms Service. The following steps will get a basic ContactID Comms task running: 1. Click the Controller menu at the top of the page 2. Click on the Services icon (as shown below) 3. Double-click on an empty Service (an empty Service will have None as it s Service Type ). This will open a new Service window. 4. Double-click in the Name box and give the Service a name, for example ContactID. 5. Click on the Service Type dropdown list and select the ContactID service (as shown below) Continued on next page Version 2.1 page

91 6. Click OK. A new window will appear asking you to close and reopen the window in order to allow the change of Service Type to take effect (as shown below), click OK, then OK again to close the Service window 7. Re open the Service by double clicking on it in the Service list. The ContactID Service window will now open with new options 8. Click on the General tab, enter a 4 digit client code Please note! A Client Code can also be programmed into each Area, this client code will override the client code programmed into a Service 9. Click on the Phone Number 1 dropdown list. Select an empty phone number. 10. Click the... button next to the phone number to edit the phone number details. Give the phone number a name, then enter the desired phone number in the Phone Number box. Click OK to confirm 11. Click on the Options tab. Select the appropriate options that are required 12. Click on the Settings tab. Select the appropriate setting that are required 13. Click OK to confirm changes to the new ContactID Service Version 2.1 page