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prime WebAccess

Set-Up and
Operating Guide

1
Contents

Using the Help System 3


Logging In 4
Changing Your Password 5
Employee Data, Checklist 6
Module Overview 1 7
Holiday Calendar 8-9
Company Organisation 10
Zones 11 - 13
Time Zones 14
Employee Data, Checklist 15
Employee Data, Generate 16 - 19
Employee Data, Company Data 20
Employee Data, Fingerprint Data 21
Employee Data, Badge Administration 22
Employee Data, Personal Data 23
Employee Data, Access Authorisations 24 - 27
Module Overview 2 28
Automatic Zones 29
Reports 30 - 35
Notes 36 - 37

2
Using the Help System

Each screen has a [Help] button. If you click on it a screen opens showing screen-sensitive Help text, e.g. Employee Data/Fingerprint
data:

Clicking on one of the links opens a window showing Help text for the selected field, e.g.:

Clicking on the link again closes the window.

3
Logging In

Notes:

You need a Username and Password to log on to prime Web. Once you have
entered them, select your language if necessary, and click on [Login].
N.B. The default language is selected according to your browser settings

4
Changing Your Password

Initial log-in Notes:

The first time a User logs on to the system, he has to enter a Password through the
Generate password screen before he can start work. To avoid errors caused by mistyping,
the Password has to be entered a second time as confirmation.

Changing a password

To modify your password, select the Password option from the menu and after entering
your current password, you must enter a new one in the corresponding fields. This
password is then valid for your next login.

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Employee Data - Checklist

Notes:

Before generating an employee record, data should


already have been generated through the following
modules:

Holiday calendar

As required: Departments
Cost centres
Work groups
Group definitions

Zones

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Module Overview - 1

VisualWeb Management VisualWeb Access

7
Holiday Calendar - 1

One or more Holiday calendars have to be generated Notes


during system setup

They are used to allow different access authorisations to


be automatically assigned to employees on non-
standard working days, e.g. public holidays

They are automatically updated each year by the system


but should be checked at the start of each year in the
case of any manual inputs

The system already includes standard public holiday


dates for more than 10 countries, including regional
differences, which can then be modified as required

Public holiday dates can be defined as full day or half


day (AM / PM) holidays (Day mode)

A public holiday date can be defined as one of seven


different Day types, which is only significant for T&A

There are three different Holiday types:


System calculated
Fixed holiday
Once only holiday

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Holiday Calendar - 2

1. New dates can be added to an existing calendar by clicking on [Add]


2. Existing dates can be deleted by marking them and clicking on [Remove]
3. After any changes are made to a calendar, the linked Year plans should be regenerated

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Company Organisation

The creation of Departments, Cost Centres,


Work Groups or other employee groupings
makes the creation of Reports and the
execution of Corrections much easier.

Notes:

10
Zones - 1

Notes
Zone definitions constitute the central part of assigning access rights to employees
who are using the access control system. They control which readers an employee
can make access bookings at and when successful access bookings can be made.
Zone definitions are sometimes known as Access levels or Access profiles.
Time periods are defined during which access at the access points controlled by the
defined readers is possible. Up to 8 time windows can be defined. The zone can also
be assigned a validity period. If readers are assigned to the zone where the controller
has a defined elevator control definition (IDT 8) or where resource groups are defined
(IDT 32), you can also define which relay(s) or resource(s) should be activated when a
booking is made.
To generate a zone, choose the Zones option from the System Organisation menu and
click on [New]. Then you give the zone a name and a validity period. If this is a
standard zone, no changes need to be made to the Zone type or Crisis level fields.
In order to be able to make the rest of the definitions required for the zone, save your
inputs by clicking on [Save].

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Zones - 2

In this example to start with, you define the days of the week and the periods of the day when access should
be possible. Many different combinations are possible.

The next step is to define those readers that are valid for this zone. To do this click on [Add]. This opens a
window where you can select from the available readers. After entering a * as a wild card, or part of the reader
name and then clicking on [Search], the system returns a list of selected readers.
To assign individual readers to the zone, click on the corresponding [] button. To assign all selected
readers, click on [All].

Notes

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Zones - 3

In the example shown below, two readers have been defined. The Main Entrance Notes
reader is connected to an IDT 8 and as such, there is the possibility of define one or more
relays that can be triggered when an authorised booking is made at the reader. These
are the ones marked through the green blocks in the Elevator control relays section.
The Master reader on the other hand is connected to an IDT 32 with an assigned
resource group. Through this assignment, a resource (contact) on a corresponding IDT
32 plug-in card can be activated when an authorised booking is made at the reader.
The Zone identifier field only appears if at least one of the readers assigned to the zone
is connected to an IDT32. This can used for controlling functions such as
arming/disarming alarm systems and controlling the number of people who can be
present in a room. You will be given more information about such functions as required.
They are not described in this setup guide however.

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Time Zones

Instead of assigning time windows explicitly to each zone separately, Notes


the system offers the option of defining Time zones, which can then
be assigned to more than zone. This can be a useful option of the
times when persons can gain access is uniform and only the
combination of reader assignment is different.
The first step is to define corresponding time zones through the
System Organisation/Time Zones menupoint

Then the corresponding selections can


be made from the dropdown lists as
shown here. The times from the time
zones are shown in the from/till fields as
read-only values.
In order for this feature to work, a
corresponding parameter must have
been set when your system was
commissioned.

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Employee Data - Checklist

Notes:

Now, you have created enough data to be able to start


generating employee records.

Holiday calendar

Company organisation, Departments


(as required): Cost centres
Work groups
Group definitions

Zones

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Employee Data, Generate - 1

To generate a new employee record, click on the Employee Data menu item. Notes:
If you have not yet accessed any employee records during the current session,
the following screen appears:

If you have already accessed any employee records during the current session,
the following screen appears, showing the data relating to the last record you
accessed, e.g.:

In either case, click on [New] to create a new employee record.

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Employee Data, Generate - 2

Notes:

This is the so-called Quick Start dialogue for generating employee records. It
contains the minimum number of fields you may need to have defined in order
for the employee to be able to start using the system.
If, as in this case, the dialogue was called from the Visual WebAccess
application, the Access control checkbox is activated and the relevant fields
are active.
If time recording is also part of your installation, the Time recording checkbox
must be activated in order to complete the corresponding fields.

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Employee Data, Generate - 3

Once you have completed the necessary fields, click on [Save] to save the record to the database.

Notes:

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Employee Data, Generate - 4

Possible responses from the system include:

In the case of error message responses, when you click on [OK], the original Quick Start dialogue is shown
again with the corresponding fields highlighted in red, e.g.:

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Employee Data, Company Data

This screen is used to assign organisational parameters to employee records, such as Department, Cost centre, E-mail, etc The grouping
assignments can simplify report generation and corrections at a later stage. It is also used to make definitions for workflow and to define which
software modules should acces this record.
Here you also have the possibility to capture and store a photograph and/or signature for the employee, which can later be included as elements on
an ID card.

Notes:

20
Employee Data, Fingerprint Data

This screen is used to indicate which if any fingerprint templates have been stored for the employee, with the corresponding details.

By clickig on [New], you open


a dialogue where a further
template can be captured.

Visual WebSystems supports both Fingerprint


identification (1:n) and Fingerprint verification (1:1).
In the case of Fingerprint verification, where the template
is written to a card to allow the 1:1 verification at the
reader, clicking on [Coding] (if shown) opens a further
dialogue for writing the template to the card.
It is possible to print fingerprints on a card. To capture an
image that is then stored in the database, click on
[Capture image]. The resulting image can then be
included as a field on a card.

Notes:

21
Employee Data, Badge Administration

This screen is used to indicate which badge numbers have been assigned to the employee, with the corresponding details.

By clicking on [Add], you


open a dialogue where a
further badge number can
be assigned, e.g.:

The colour coding of the badge numbers indicates:

Green Badge currently valid


Orange Badge not yet valid
Red Badge expired

Notes:

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Employee Data, Personal Data

This module contains various items of personal data relating to the employee. Many of them are purely informative. Others can be used by the
system for different time calculations and processes.
None of the field has any direct relevance for Access control. Some, for example the Car registration or Street fields can be used as search
criteria when searching for employee data records.

Notes:

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Employee Data, Access Authorisations 1

A persons Access authorisation parameters are distributed over a number of tabs, the most important of which for standard applications
are General data and Zone data.
When you select the Employee Data/Access Authorisations menupoint, the system defaults to opening the Zone data tab. The example
below shows the zones that were assigned when the record was generated.

To add more zones, click on [Add]. This opens a window where you can select
from the available zones. After entering a * as a wild card, or part of the zone
name and then clicking on [Search], the system returns a list of selected zones.
To assign individual zones to the person, click on the corresponding [] button.
To assign all selected zones, click on [All]. The zone assignment remains valid
for the person either until the end of the zone validity period or until the person
record validity period.
To remove individual zone assignments from a person, mark the zone to be
removed by clicking on it and then click on [Remove]. This removes the zone
assignment but does not remove the zone from the database.
To see the parameters of a zone, mark the zone to be removed by clicking on it
and then click on [Info].

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Employee Data, Access Authorisations 2

It is possible to make temporary zone assignments to an employee. To do this, click on [Add]. This opens a window where you can select
from the available zones. After entering a * as a wild card, or part of the zone name and then clicking on [Search], the system returns a list
of selected zones.
Then activate the Temporary zone checkbox.
Enter the dates for the assignment and click on [] to assign the zone to the person:

In order for this feature to work, corresponding parameters and automatic


routines must have been set up when your system was commissioned.
These control how often the system checks to see whether any temporary
assignment have to be downloaded to and/or removed from control units.

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Employee Data, Access Authorisations - 3

Rather than assigning individual zones to a person, it is possible to generate Zone groups. These contain a Notes:
number of zones and then when a zone group is assigned to a person, the zones included within that group are
also assigned to him.
The first step is to generate one or more Zone groups through the Company Organisation/Zone Groups
menupoint:

Then the Zone group can be assigned to a person:

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Employee Data, Access Authorisations 4

The General data tab contains further settings for access control management. Some of the more important ones are described below:

If the Visitee/Host checkbox is


If the Master badge checkbox is set, the person has can be defined Clicking on this button allows you
set, the person has access to all as a person who can received to modify the persons PINcode,
readers in the system, irrespective visitors handled by the Visitor which is needed for access at
of the zone assigned to him. management module. access points controlled by a
keypad or a combined
reader/keypad.
The remaining fields handle such features as car park
management, antipassback and offline access control. You
will be given more information about such functions as
required. They are not described in this setup guide
however.

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Module Overview - 2

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Automatic Zones

Automatic zones are used to different statuses to specified readers and the access points controlled by them. These statuses are:
Unrestricted ; i.e. no booking is required to release the door(s).
This could be used at Entrance/Exit points, which have a lot of people or vehicular traffic during specific times of the day. In this case, you can define
that for specific periods in the day, the door or the car park barrier, for example, should be permanently released in order to avoid bottlenecks.
Blocked ; i.e. the door(s) cannot be released through a booking.
This could be used to prevent access to a specific area at a time of maximum security, perhaps when large amounts of cash are being delivered or
collected.
Activate PIN / Door code ; i.e. a booking cannot be made without entering a PINcode or door code.
This could be used to give additional security to areas at times when there are few people about, for instance, during the evening. During the day, the
area can be accessed just with a card but in the evening, a code must be entered in addition.
MCC reader / zone , i.e. M otorised c ard c apture reader / zone. If MCC readers are connected to the system. for instance to retain visitor cards as
they leave the premises, the zone(s) defined here can then be assigned to Visitor Zone group(s) to ensure that only visitor cards are retained while
normal employee cards are returned.
Toggle i.e. an access booking made at a reader in such a zone toggles the state of the door. If is it currently unlocked, it will be locked and vice-versa.

In the above example, all the doors controlled through the readers assigned to the Security zone are set to blocked at the timepoints defined
in the zone.

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Reports Date Period

Date from / Date till Notes:


The values entered here, indicates the date that the system should search from and to. The
dates can be modified directly or by clicking on the Date Picker symbol, you can open a Date
picker calendar window where you can select the required dates.
The second date fields are only shown if the User has the right to save Report templates for
future use. If available, you can enter dates here that should be saved in the template as the
report start and end dates. You can also enter relative start and end dates, which are then
calculated based on the date that the report output is started.
The following options are available:
D1 to D32: Day of the month, 32 = last day of the month
W1 to W52: Year week numbers
M1 to M12: Months of the year
Y2004 to Y.: Future year numbers, with no upper limit
Values can be added to or subtracted from these definitions by appending values with a "+" or
"-" sign. Individual definitions are separated from each other with full stops.
Example:
From date: D1.M1 Till date: D32.M1 gives all dates from the previous month.

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Reports - Employee Selection

Individual employee selection options depend on how the Search dialogue parameters were set up when the system was installed:

Show all employees option selected:


All employee records are shown in the list box. By activating the All employees
checkbox, all the employee records in the list box will be selected. You can select
a single record by clicking on it. Multiple individual records can be selected by
holding the [CTRL] key down while clicking. A range of consecutive records
can be selected by clicking and dragging.
Additionally, the system displays a [Search] button and an input field next to the All employees checkbox. Here you can search within the records in
the listbox. If you enter v, for example and then click on [>>], the system will jump to the first record in the list box where the name starts with the letter
v. The input is not case-sensitive. Wildcards cannot be used. If you click on [Search] again, the system jumps to the next record where the name
starts with the letter v but the previously found record is no longer selected.
If you click on [>>], the system finds the next record where the name starts with the letter v. In this case however, previously found records remain
selected. Repeated clicking on selects all records that match the search criterion.

Show all employees option not selected:


In such cases, the system displays the [Search] button next to the All employees
checkbox. When you click on this button a Search window is opened where you
can search for the required employee based on various criteria. Once you have
entered the corresponding search criterion, start the search by clicking on
[Search]. .
The resulting list of employees is then shown in the lower part of the window and
using the [] button or [All], the required employees can be transferred to the list
box.

In this case, the All employee checkbox has no


effect as it only relates to the records in the list box.
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Reports, AC Log Report - Selection

Using this module, you can create various reports based on selected online access events reported from Notes:
selected devices, doors, readers and keypads.
You can select to display the report or screen or as hardcopy, based on definable selection criteria.
The scope of the report can be selected based on the following selection criteria:
a specific date range:
specific employees as individuals:
specific employees, selected by employee grouping, e.g. Department
There are two layout versions of the online Access Loggings Report . One allows you to include the details
of the persons who generated the events if applicable (AC Log Report). The second one does not include
person details (AC Log Report (Anon)). The screen shown below allows the inclusion of personal details.

Please refer to the screen Help text


for details of the various selection
options.

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Reports, AC Log Report - Output

Notes

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Reports, AC Log Report Print Output Options

HTML

PDF

Excel

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Reports, AC Log Report (Offline) - Selection

Using this module, you can create various reports based on selected offline access events reported from
devices in selected offline areas. Notes:
You can select to display the report or screen or as hardcopy, based on definable selection criteria.
The scope of the report can be selected based on the following selection criteria:
a specific date range:
specific employees as individuals:
specific employees, selected by employee grouping, e.g. Department

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Notes

36
Notes

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