TourTrax Manual

Table of Contents
Overview ............................................................................................................................. 3
Software Components ................................................................................................... 4
TourTrax Server .................................................................................................................. 4
TourTrax Client .................................................................................................................. 4
Download Guardian ............................................................................................................ 4
Database .............................................................................................................................. 4
Hardware Components ................................................................................................ 5
Data Probe ........................................................................................................................... 6
Incident Wallet .................................................................................................................... 7
Officer ID Button ................................................................................................................ 7
Checkpoints & Mounts ....................................................................................................... 7
Tour Start Buttons ............................................................................................................... 8
Download-i Desktop Downloader ...................................................................................... 8
Remote-i Downloaders ....................................................................................................... 8
USB Cable-Style Downloaders........................................................................................... 9
PES Downloaders ............................................................................................................... 9
System Setup and Configuration ..................................................................................... 10
Software Installation................................................................................................... 11
Stand-alone Installation .................................................................................................... 11
Networked Installation ...................................................................................................... 13
TourTrax Server Configuration ................................................................................ 13
Installing and Changing a Database .................................................................................. 14
The Client Configuration ........................................................................................... 17
Programming..................................................................................................................... 20
How to Add Data Probes .................................................................................................. 20
Adding Incident Wallets (PES and Guardus Desktop Downloaders) ............................... 22
Adding Incident Wallets (ActiveGuard, BluCard, Guardus Cable-Style Downloaders).. 26
How to Add an Event Set.................................................................................................. 29
Creating Events for use with Incident Wallets ................................................................. 30
Creating Single Button Events .......................................................................................... 31
Using Memorized Filters .................................................................................................. 34
The Client Information. .................................................................................................... 36
Adding The Client Level .................................................................................................. 37
Adding The Facility Level ................................................................................................ 37
Adding the Site Level ....................................................................................................... 38
 Digital Security Concepts,Inc V.011008 www.GuardTourSystems.com 1

Adding Checkpoints (PES, Guardus Desktop downloaders) ............................................ 39
Adding Checkpoints (ActiveGuard, BluCard, Guardus Cable-Style Downloaders) ........ 44
How to Reassign Checkpoints .......................................................................................... 47
Officer ID Properties .................................................................................................. 49
Adding Officers (PES and Guardus Desktop downloaders) ............................................. 49
Adding Officers (ActiveGuard, BluCard, & Guardus Cable Style downloaders). ........... 51
Creating Tours From Checkpoints- Tour Builder .................................................. 53
Adding Baseline Tour information ................................................................................... 53
Adding Checkpoints To A Tour ....................................................................................... 56
Download Guardian.................................................................................................... 58
Download Guardian Configuration- (Guardus Hardware) ............................................... 58
Disable the Guardus Download Guardian (Required for Non-Guardus hardware) .......... 60
Download Guardian Configuration- (PES, GCS, BluCard Hardware)............................ 62
Setting Up the Download Guardian as a Service (Non-Guardus Hardware).................... 62
Operations ........................................................................................................................ 66
Officer Sign In Methods ............................................................................................. 66
Using the Data Probe to perform a tour ................................................................... 67
Using The Incident Wallet.......................................................................................... 68
Recording Events .............................................................................................................. 68
Editing Events ................................................................................................................... 70
Editing Tour Information .......................................................................................... 72
Deleting a checkpoint from a tour, but not a Site ............................................................. 72
Editing Checkpoints .......................................................................................................... 74
Button Controls in Tour Builder ............................................................................... 76
Lost And Found........................................................................................................... 78
Producing Reports ...................................................................................................... 80
The Summary Report ........................................................................................................ 81
TourTrax Full Report ........................................................................................................ 83
TourTrax Exception Report .............................................................................................. 85
TourTrax Event Report ..................................................................................................... 86
TourTrax Missed Report ................................................................................................... 87
The Management Reports ................................................................................................. 88
Using Filters ...................................................................................................................... 89
Using Memorized Filters in the Filter Pane ...................................................................... 90
Printing Reports ................................................................................................................ 91
Saving Reports .................................................................................................................. 92
Customizing Report Logos ............................................................................................... 93
Download List Management ............................................................................................. 95
Work Order List ......................................................................................................... 96
Creating a Work Order...................................................................................................... 96
Work Order List ................................................................................................................ 98
User Administration & Security Module ...................................................................... 100
User Administration ................................................................................................. 100
User Information ....................................................................................................... 101

Additional Information ............................................................................................ 104
Profile Information ................................................................................................... 105
Assigning permissions to a user or profile .............................................................. 106
Restoring the user's permissions starting from the profile ................................... 108
Copying the profile’s permissions for the users ..................................................... 108
Displaying Audit Information.................................................................................. 108
Adjusting parameters of the application in general .............................................. 110
NTFS And User Rights and Permissions ...................................................................... 112
Installation ................................................................................................................. 112
Setup ........................................................................................................................... 112
Download Guardian ........................................................................................................ 112
Server .............................................................................................................................. 112
Control Panel .................................................................................................................. 112
Recommended Training Overview ................................................................................ 113
Officer Training ........................................................................................................ 113
Supervisor Training .................................................................................................. 114
Overview

This is a Guide for use with the installation, configuration, and usage of your new
TourTrax Guard Tour System. Should you have any questions regarding the software or
implementation, please feel free to contact us for further assistance.
Software Components
The TourTrax System is comprised of the following software components:
• TourTrax Server
• TourTrax Client
• Download Guardian
• Database
TourTrax Server
The TourTrax Server is the component that interfaces directly to the Database, and deals
with processing, storing, removing, and transferring data. All software components that
access the database connect to this program. As such, the Server must be running for the
TourTrax Client and the Download Guardian components to function properly.
TourTrax Client
The TourTrax Client is where you will spend the majority of your time. In this
application, you will be able to set up all Guard Tour configuration, including checkpoint
locations, Officers, Tours, and individual user accounts. Additionally, you will be able
generate and view reports detailing tour data recorded from your officer’s patrols.
Download Guardian
Unlike the previous two components, the Download Guardian only has one function- to
communicate with downloader hardware and transfer information from your data probes
to the TourTrax Server. There are two Download Guardian applications: The Guardus
DG (with a blue shield icon ), and the TourTrax DG (with a green shield icon ).
Each are used independently of each other, and are used with different hardware
platforms. The Download Guardian is an unattended application, designed to run in the
background and retrieve information from data probes as they are placed on hardware
downloader components.
Database
This is single-handedly the most important component of the TourTrax system. This file
contains all configuration information that is stored in TourTrax, such as your
programmed Data Probes, Checkpoints, and other tour information. Additionally, it also
stores all patrol data that is transferred from your Data Probes to TourTrax. Other than for
initial set-up purposes, no further user interaction with the database is typically required.
Important: Due to the critical nature of this file, it is important on installation that you
plan for and implement a strategy to back it up as much as needed. Not doing so may
result in total loss of your data!
TourTrax is designed to support any database that uses Microsoft Active Data Objects
(ADO) connectivity. By default, TourTrax uses an included Microsoft Access database,
however, other database formats are also supported . Contact your software supplier for
more details.
Hardware Components

Data Probe
Also known as a “wand”, this is the hand-held device used to “scan” or “read”
Checkpoints you visit. Each Data Probe has a unique serial number, and should be
programmed for use with TourTrax.
Guardus G3/G3v8- These probes are roughly tube-shaped,

with a metal ring around the button reader, and a black rubber grip. They are designed to
work with iButton technology. The G3v8 additionally has a longer battery life and
utilizes impact detection technology, recognizing and reporting when the wand has been
dropped or intentionally hit.
Guardus G7 Data Probes- similar in structure to the G3 wands,

these devices are designed to read RFID technology. Like the G3v8, the G7 also has
impact detection.
PES Data Probes- These probes are small, and tube-shaped,

and have a glossy exterior with no grip. They are roughly the size and shape of a large
laser pointer or penlight, although slightly thicker. These wands utilize
ActiveGuard- These probes are large, grey, and operate without use
of a downloader. Instead, they use the GSM-GPRS cellular network to transmit their data,
and have a variety of features, such as two-way voice communication, and a universal
Panic Button. These probes utilize RFID technology.
ProxiGuard Data probes- These probes are small, blue, and

have a rubberized coating with a grip on the exterior. These probes utilize RFID
technology.
See Page 20 of this Guide for details on how to add a Data Probe to your TourTrax
system.

Incident Wallet
This is a leather bound wallet with 12 iButtons or RFID
Tags fixed to it. The incident wallet is used to accurately
record incidents and events attended to by Security Officers
during the course of their tours.
See Page 22-26 of this Guide for details on how to add &
use the Incident Wallet.
Officer ID Button
This is an iButton that is typically attached to a Security Officer’s ID

badge, or fastened on a fob to be used with a keychain. This button is
the officer’s identification in TourTrax, and is used with the data
probe to “sign them on/off” when they are performing tours.
See Page 49-51 of this Guide for details on how to add an Officer ID
Button to your TourTrax system.
Checkpoints & Mounts

Checkpoints or “stations” objects registered with your Data Probe that have a unique
serial number embedded with-in. Checkpoints can be mounted on any surface using
either adhesives or permanent plastic or metal mounts.
iButtons- These checkpoints are the most common.

Encased in stainless-steel shells, they resemble a
slightly thicker button-cell battery. They are used with
both the Guardus G3/G3v8 system, and the PES
system.

WorldTag- Using RFID technology, these checkpoints
roughly resemble poker chips with holes through their
centers. They are used with the ActiveGuard, BluCard,
and Guardus G7 systems.
See page 39-47 of this Guide for details on how to add Checkpoints to TourTrax.
Tour Start Buttons

All Tours performed with TourTrax are configured with a single, unique Tour Start
button, which is set in the Client Information area of the software. These buttons inform
TourTrax what tour is being started or repeated, and are essential to proper performance.
They are typically mounted on a board in the Security Office, installed in the field as the
first button read on the Tour, or fixed to a card carried by a Security Officer performing
Tours.
See page 39-47, 53-56 in this Guide for details on adding these buttons to the software
and creating Tours from them.
Download-i Desktop Downloader

Used with Guardus G3/G3v8, and G7 Data Probes. Also known
as DL-I devices, There are many models of these available. The
most common of these, is the DLi-USB, and the DLi-RF which
connect to your computer via a USB data cable.
Another type of download-i device is the DLi-NET. This

downloader connects and transmits downloaded to your
network or WAN via an RJ-45 Ethernet cable.
Remote-i Downloaders
The Remote-i downloaders allow downloading of the data probes without the use of a
PC. This allows probes to be downloaded in remote locations using either phone lines or
dedicated Internet access. There are 3 main types of Remote-i Downloaders. They are:
Remote-i Modem – This downloader has a modem built into it and uses a power
source and phone line to download, and as such can be used anywhere these resources
are available. On the receiving end, you must have an active internet connection on
the PC.
Remote-i ISP – This downloader also uses a phone line and power source to
download the data, but it differs in that it will make a dial-up internet connection and
transfer the data across the internet to the receiving PC. The receiving PC must have
a dedicated broadband Internet Connection, such as with DSL or Cable.

Remote-i NET – The Remote-i NET uses a standard Network port (RJ-45 Jack) to
connect to a local area network or a broadband internet connection. It will then
transfer the data across the local area network or across the internet back to the
receiving PC using the network connection.
USB Cable-Style Downloaders
Designed to work with the Guardus G3/G3v8, and G7

model data probes, these devices are small, portable, and offer Data Probe connectivity
only. They do not have independent button reading capabilities.
PES Downloaders
These downloaders are similar to the Download-I’s in terms of

functionality, but are specially designed for use with the PES
hardware. The base of these devices are small, and roughly box-
shaped, with a small silver ring for the reading head with a raised
surface. They are attached to a 6-foot-long USB cable.

System Setup and Configuration
The following is an illustration of the logical steps to be followed when setting up the
system for the first time.
Software Client Software Downloading a

Client Setup
Installation Startup Data Probe
Place TourTrax Go through

CD in CD-ROM Software Startup
Double Click on
and run Setup.exe Procedures
the TourTrax
Server icon
Enter Product
Add Data Probes
Registration Code
Configure initial
server settings
Select Install NETWORK

Add Clients
Type INSTALLATION
Double click on
the TourTrax
Client Icon
SINGLE Call Tech Support

Add Facilities
COMPUTER for details Enter default login
details Place Wand on
U: master Downloader
P: qwerty
Select Full Install Add Sites

and click Next Wait for Data
Continue with
Client Setup Probe to beep 3
times fast, and
Add flash the LED
Bulk Addition
Checkpoints
Install to the Remove Data
default location Probe from the
downloader
One at a time
Clicking Next until Download

complete Complete
Add Officers
Create Tours
System is ready
for basic usage

Software Installation
Stand-alone Installation
The installation is simple and straightforward. First locate the unique TourTrax Serial
Number provided when you purchased or downloaded your copy of TourTrax.
1. To begin installing the software, insert the TourTrax CD in your CD ROM drive.
Next, access your CD ROM drive by double clicking the “My Computer” icon and your
corresponding CD drive letter. Start the installation by double-clicking the TourTrax
setup icon.
2. Click the next button until you are prompted for the Serial Number as shown below.
Type in the provided Serial Number and click the Next button to continue.
3. Click “Next” to continue through the install process. When you are prompted for the
Install Type, click on the plus button to expand and display your options and to install the
components required for your implementation.

4. Choose the components to install on the system. To exclude a component from the
installation, click on the hard drive icon next to it, and select the icon to remove.
When finished, click on the Next button to proceed with the next portion of the install.
The next screen will prompt you for the directory to install TourTrax to (Default:
C:\Program Files\TourTrax\). In most cases, you do not need to change this option.
Click on Next to continue, then Install to start installing your software. Afterwards, click
Finish to complete the installation.

Networked Installation
For a networked installation you will need to install the TourTrax software on multiple
PCs. You must designate one PC to be your Server. This is where your database will
reside and it will be the central station that all computers running the Client-side software
will connect to.
Once you have determined what PC will be your server you will need to find out what the
IP Address of the computer is. It is best that the Server IP address be set up so that it
does not change. Contact your IT department for more information on how to obtain the
IP address and how to make sure your IP address is “Static”. Alternatively to avoid IP
address changes, you can also configure the system by using the server’s hostname, as
well.
We recommend that you do a Full Install of TourTrax on the Server PC, so you will have
all components available in case you need to do any troubleshooting. Follow the stand-
alone installation procedures to do a Full Install on the Server.
Once you have completed the installation you will need to ensure that your server is set
up to use your “static” IP address. To do this, start the TourTrax Server. Once the server
is started, double click on the Server Icon in the system tray (it should be blue and black,
and say ‘’server’’ when your mouse cursor passes over it.). This will open the Server
window. Click on the Properties Tab and then click on the “Stop Server” button. In the
Server Socket Configuration area you will see the IP Address. If this does not correspond
to your “static” IP address then change it to the new IP address. Once this is set, click on
the “Start Server” button to start the Server again.
You can now go to the client computers and install the TourTrax Client and/or Download
Guardian components on those PCs. Once you are done the installation, you will need to
go into Windows Control Panel, click on the TourTrax Setting icon and then set the IP
address in the appropriate area.
TourTrax Server Configuration
By default, the TourTrax server is pre-configured to run as a windows service, and will
run in the background automatically on computer startup. No user interaction is required
unless it is necessary to change the database to a previously backed up file.
To view the current status and connection information, log on to the machine and Right
click on the TourTrax Server icon and select Properties from the pop up menu. You’ll
see an open window as follows.

This example indicates the database that is set up goes by the name of data.mdb, and is
located in the C:\program files\TourTrax\Server folder- and that it is being used by the
server. These are the software defaults, and can be changed according to user preference.
This connection string displayed is typical with a normal and fully operational connection
to a Microsoft Access database.
Installing and Changing a Database

When transferring or making another database, you may need to change some
configuration options. For instance, you may wish to connect to another archived
database, or wish to move the database to a more decentralized location.
Before you setup another database connection or make any changes to the server
configuration, you have to stop the server by first clicking on the Properties tab and then
clicking on Stop Server button as shown above on previous page. The window will be
displayed as below:

Click on the “Setup Database Connection” button.
The Data Link Properties window will be opened as shown below.

Click on the Provider tab.
Select “Microsoft Jet 4.0 OLE DB Provider” as shown above and click the ‘Next >>’
button.

You will then be asked to select your database. Click the button with the three dots (‘…’)
Use the “Select Database” screen to navigate to the directory the new database is in. Once
you have selected the Database, click the ‘Open’ button on the dialog box. You will be
returned back to the previous window (Data Link Properties). Click on the ‘OK’
button at the bottom of the screen, to close the window.
Then there should be only the TourTrax Server window displayed. The Server is active
again and connected to the database you selected. Click on X on the top right of the
window will minimize the TourTrax Server to the bottom of the screen.
The Client Configuration

Before you can run the TourTrax Client program there are a few options that must be
configured first. To do this, go into the control panel, and double click on the “TourTrax
Settings” icon.
This will open the TourTrax Settings window and allow you to configure the default
connection settings for the Client. In the Client area type in either the IP address or the
Host name of the computer that has the TourTrax Server program installed on. If you are
using Hostnames then you must ensure that they are addressable (resolved) by your DNS
servers. If you are running the client program on the same computer as the server then
you should use the “Loop Back Address” which is 127.0.0.1, or the host name of
“LocalHost”. If you are installing across a network, and are unsure what the IP address of

your client computer is, contact your IT Department or Technical Support for more
assistance. The port number should almost always be left set to 9000.
After setting this information you can close the window by clicking on the X in the top
right corner of the window. Now you are ready to launch the client program.
To launch the client program, double click on the ‘TourTrax Client’ shortcut on your
desktop.
After the Client loads you will be prompted for a username and password. The master
account defaults are:
Username: master
Password: qwerty
1. Type in your login information and click the Ok button.

1. After logging in you will see the TourTrax Client Main Window. The window is
broken down into the following sections as follows:
A. The Menu Toolbar- this portion of the TourTrax Client allows you to make
configuration changes, to probes and checkpoint information, as well as to
unlock the more advanced reporting features in the software.
B. The Download List- this pane, located on the left side of the Main Window,
contains all downloaded tour information that has been processed by the server.
Whenever a wand is “downloaded”, a new entry is created, at the top of the list.
This entry shows the name of the Data probe, the date and time it was
transferred, and other features specific to your hardware, such as the specified
data probe’s battery life.
C. The Main Reporting Area- This area is where the report data is generated, for
easy viewing.
D. The Reporting Toolbar- This toolbar allows easy access to the five basic
report types used by users of TourTrax- the Summary Report, Full Report,
Exception Report, Event Report, and Missed Report. Also available here are
options to save, print, or email the reports, as well as to re-adjust the zoom if the
data is displayed too small to read.
3. You are now ready to configure your site in TourTrax. Click on Data ->
Programming to begin.

Programming
How to Add Data Probes
1. Click on the “Data Probes” Tab in the Programming area. On this tab you will see 3
buttons along the bottom. Click the ‘Add’ Button to add all of your Data Probes into the
system.

Place the Data Probe on the downloader. If you are using TourTrax PES or Guardus
hardware, click on the button with the 3 dots (…) to read into the system it’s
corresponding serial number and program it. If you are using another hardware
platform, such as ActiveGuard or ProxiGuard, then type in the serial number
manually in the provided white space. (Note: you will also have to do this if you are
using a USB “Cable-Style” Downloader. )
3. Enter the name you want to assign to a given Data Probe in the “Description” blank
field.
4. Select the type of Data Probe you are using. If you are using a Guardus wand, for
example, select Guardus from the Type drop-down menu.
5. If you are using multiple branches, then select the branch name that this data probe
belongs to from the drop down box.
6. Click on “Save” button.

NOTE: when adding a PES probe, it is always a good idea to check to see how the probe
has previously been handled.
Before you do this, you will have to download data from the wand in question at least
once prior to checking for this information, from at least 3 checkpoints, or loose
unassigned buttons you may have around. After doing so, go back to the Data Probes list,
select the probe you wish to check, and click on “Edit”. If you correctly set the Type to
PES, you will see the number of points registered on the probe so far next to that field,
and if you click on the AV button, it will show you what has been done to the Probe (e.g.,
attempts to electrocute it).
Adding Incident Wallets (PES and Guardus Desktop Downloaders)
Adding an Incident Wallet to your TourTrax installation is a multi-step process.

In the Programming area, click on the “Numeric Buttons” tab. This is where all the
Incident wallets are added into the system. As you can see it looks a lot like an Incident
Wallet layout.
The first thing you will need to do is to create a name for your Incident Wallet. This will
help you keep them organized, if you have more then one. To do this, click the “Add”
button and fill in the “Incident Wallet Name”. Once you have entered a name,
click on the checkmark button to save it.

You are now ready to add your Incident Wallet buttons. There are two ways of doing
this. You can enter them manually, one button at a time- or you can use the Data Probe
to read in all 12 buttons at once.
Method 1- Manual Entry
Before you begin, you will need to first click on the “Edit Incident Wallet” button. This
will now unlock the button areas, and allow you to make changes. Place the number 1
button from your Incident wallet on your downloader and then click the circular button 1
on screen. This will automatically read in the serial number for you. Continue this same
process to read in all the other buttons. Once you have them all entered into the form,
click the “Save Incident Wallet” button and the data will be saved.

Adding Incident Wallets Using Learn Mode
Since the buttons on an Incident Wallet are fairly close together it can be difficult to read
them in using the downloader. So we created a more automated method of adding them in
using the Date Probe.
To use the Data Probe you first must ensure that it is empty. For Guardus hardware users,
You can do this by going to the Information tab, and clicking on the “Clear Wand”
button. For other hardware platforms, you will need to perform a download before using.
Once you are sure the probe is clear you can touch the 12 buttons that make up the
Incident Wallet.
You MUST follow a certain order when touching the buttons so that they will be entered
in properly. The order is as follows. Start at the top left of the Incident Wallet (Button
1) and go across the top row touching all the buttons. Then move down to the second
row, and start on the left and touch all of those buttons. Continue adding in each row,
starting at the left side going to the right side. You should hit the buttons in this order:
“1”, “2”, “3”, “4”, “5”, “6”, “7”, “8”, “9”, “C”, “0”, “E”.
Once you have all 12 buttons read into the data probe click on the “Read Data Probe”
button and place the Data Probe on the downloader. All 12 buttons will be added into the
system and it will be automatically saved for you.
You can continue this process to add all of your Incident Wallets.

Adding Incident Wallets (ActiveGuard, BluCard, Guardus Cable-Style
Downloaders)
Adding an Incident Wallet to your TourTrax installation is a multi-step process.
1. Before you begin the first thing you will need to do, is to take an empty probe, and
read all the RFID buttons on your incident wallet. This MUST be done in order of
sequence, starting from 1,2,3,4,5,6…. And ending in …C,0,E.
When you are finished, download the probe. (Note to ActiveGuard users: If you are
using this hardware platform, you will just need to read the buttons, as the data is
transmitted as you do so.)
2. In the Programming area, click on the “Numeric Buttons” tab. This is where all the
Incident wallets are added into the system. As you can see it looks a lot like an Incident
Wallet layout.
The first thing you will need to do is to create a name for your Incident Wallet. This will
help you keep them organized, if you have more then one. To do this, click the “Add”
button and fill in the “Incident Wallet Name”. Once you have entered a name, click
on the checkmark button to save it.

3. Next, we will need to add the serial numbers to each button. Let’s start with Button 1.
right-click on the 1 button and choose “Add From Learn Mode.

4. From the Learn Mode window, select the RFID serial number representing button 1 on
your wallet. Click on Add…
(Note: Learn Mode organizes checkpoints read in ascending order. The first button you
read (1) will be at the top of the list, while the last (E) will be at the bottom.
5. The serial number should now populate the 1 field. Repeat this process, for all 11 other
buttons, taking care to match each serial number with it’s corresponding button. As you
add them, the entries will disappear from Learn Mode. When you are finished, your
wallet will look like this:
Click on Save Incident Wallet to save.

How to Add an Event Set
An Event set is a grouping of event descriptions, and numerical codes, that can be used
to report incidents that a Security Officer may encounter during the course of their
patrols.
In most cases, a single event set is all that is needed to use this functionality. However
you can create as many as you require. For example, in some scenarios, you may have
two or more separate site locations that share similar events, but use different codes to
report them. In others, you may have completely different events to report altogether. In
these cases, individual event sets and codes can be created for the sites.
To begin, we will need to access the Events area. Go to Data, Programming, and select
the Events tab.
Click on the plus button (+) to add a new Event Set. Choose a name for the event set by
filling in the Description field, then click on the checkmark button (“√ ”). to save your
changes. Once you have the Event Set created, you are now ready to begin adding events
to it.

Creating Events for use with Incident Wallets
Before you can use the event set you created, you must add events to it.
Events are by definition occurrences that a Security Officer encounters within the
duration of a given tour. Some typical events can range from an unlocked door, to a
broken window, to a fire extinguisher check, and vary with the needs and uses of the site
being protected.
1. Click on the plus button (“+”) to begin adding a new event. Under the
“Description” field, type in the name of the new event you are adding. Remember
to be as descriptive as possible- what you type in this field will be what is shown
in your reports later on.
2. Next, you will need to assign your event an Event Code. This will be the number
that the Security Officer enters on the incident wallet to “report” it. The event
code can be any value up to 5 digits in length, but can NOT start with 0.
3. When you are finished, click on the Checkmark (“√ ”) button to save.
If you require a secondary level of information with your events, you can configure your
events to use and display these alongside the event descriptions in the reports. There are
two additional options you can use for this, depending on your requirements: Boolean
values, and Reference values.
Reference values are numerical values that can be entered in the incident wallet after the
associated event code has been read by the wand. They can be useful in instances such as
to report the number of a door that is unlocked, the temperature of a refrigeration unit, the
pressure of a boiler, etc. To make the reference value more meaningful on the reports,
you can use the Suffix and Prefix fields to add additional information.
For example, let’s say that one of the event descriptions is that of “unlocked door”, and
has been configured to use a reference. Additionally, “Door#” is in the prefix field. When
the security officer next reports the Unlocked Door event, and enters in the required
reference value of “101”. When the report is later reviewed, the report will show up as
“Unlocked Door- Door# 101 .
Alternatively, the other second-level entry option you can choose, is a “Boolean
Reference” value. Unlike the reference value option, this does not allow the Security
Officer to choose numerical values to enter after the associated Event Code is reported-
instead, it gives them two choices to enter: “Yes” or “No”.
This value is appended to the end of the displayed Event as it shows up in reports, to
indicate the status of the event. While not often used, where this becomes particularly
useful is on Safety Equipment or Maintenance checks. In such scenarios, events can be
used with a “yes” or “no” value indicating if the equipment is in serviceable condition.

Creating Single Button Events
Not only does TourTrax support incident wallets, but it also supports single button
events. Unlike incident wallets where you only need 12 buttons to make an unlimited
number of events, with single button events each button you configure uniquely
represents an event to report.
To create these Events:
1.) Log in to the TourTrax Client.
2.) Use one of your Data Probes to register the iButtons or RFID tags you wish to
enter as your event buttons.
When you are finished, download the report. (ActiveGuard users: your data will
already be stored in TourTrax). On successful transfer, every button you read will
show up in a full report as an “unknown checkpoint” like so:
3.) From the menu at the top left of your screen, go to Data, Programming. Select
the Events tab.
4.) If you do not currently have an event set, you will need to create a new one. If you
have already done so, select the Set.
5.) Click on the plus button in the Event Properties area to add a new record.

Next, type a name for your Event, in the Description field.
6. Next, right click on the Event Code field, and Select Add From Learn mode.

7. The Learn mode area will now open. Select the corresponding serial number of
the Event you are adding. Note the buttons are listed in order from the first button
read (the top of the list), to the last button read (the bottom).
Click on Add… to add the button.
The Serial number of the ibutton/RFID tag has now been assigned to the system.
Click on the checkmark button to save.
To add more events to the event set, repeat this process. When you are finished,
your Event List should look something similar to this:
Your events are now ready to use. It is recommended after you are finished to run a test
tour, using the events you just created to make sure there are no inconsistencies.
Operation of single events in tours is simplistic. To report an incident, the officer must
first read the checkpoint associated with the area he/she is in, then the iButton/RFID Tag
associated with the event he/she is reporting.

Using Memorized Filters
Memorized filters allow you to save commonly used filters as presets eliminating the
need to recreate them over and over again. They are also used with the AutoGen add-on
for TourTrax, to filter out data such as time and date ranges in automated reports emailed
to recipients.
To begin creating a Memorized filter for use, first click on the Plus button (‘+’), and type
a name under the “Name” field. You can then configure the other options in the list as
required. To add a filter option, you must first enable it by selecting the checkbox next to
it, then use its associated dropdown menu to select the necessary criteria. The filter
options to choose from are as follows:
Branch- filters so that only data entered from the specified branch is shown
Client- Filters so that only data from the Clients selected is shown.
Facility- Filters so that only data from the specified Facilities are shown. Useful if
you are working with multiple facilities.
Site- Filters data so that only data from the specified site(s) are shown.
Officer- Filters so that only tour data from the selected officer(s) are shown.
Tour- Only data contained in the specified tours will be shown.

Checkpoint- Filters so that only the specified checkpoints will be shown in
reports.
Event- filters the data, so that only the specified events are shown.
Start Time/End Time- Allows you to set that starting and ending time and date
range of what you want to see in your reports (Ie, if you only want to look at a
specific shift, such as 7am-7pm the previous day, and contain 24 hours worth of
data in a single download). The time is in 12-hour format, and the general syntax
is MM/DD/YYYY Hr/Min/Seconds (am/pm).
Apply Date/Time filter to Tour Details- This option allows you to filter out all
data from tours, except from within the specified range. Any tour data entered
slightly before the Start Time, or after the End Time will be cut out of the viewed
report.
Maintain Date Range- Automatically updates the Start and End time and date
ranges in the given filter. This is especially useful if you want relatively low
maintenance out of a given filter. For example, let’s say you are off-duty
weekends, and want to check your officer’s progress during your absence with a
Memorized Filter, every Monday. Keeping the Maintain Date Range option
selected will ensure that you will not need to change the time and date range
every single time you use this filter for this purpose.
Note: this option adjusts the date range in relation to your current date at the time
of usage. Going by the above example, if you were to use the said Memorized
filter on Tuesday, it would adjust to show data from Sunday-Monday. If you were
to view it on Wednesday, it would view the data from Monday-Tuesday, and so
forth.
When you are finished, click on the checkmark button to save.
To use the saved filters you need to open the filter pane by going to the File menu and
selecting “Filters”. When they are loaded you will see at the bottom of the panel a combo
box that list off all the Memorized Filters. To use any of them, just select the one you
would like to use and then click on the “Set” button. This will set all of the filter
parameters they are contained in the selected Memorized filter record. If you would like
to clear the filters then you just need to click on the “Clear” button.

The Client Information.
The Client Information Area is the central area where both checkpoints and internal (non-
reported) site information is stored. It organizes this information in an easy-to-use, easy-
to-update 3-tier structure, called the CFS (Client, Facility, Site) tree. The tree progesses
as follows:
- The Client Level. This is considered the top level of a CFS tree, and can be
named to represent either the name of the Security Company or the name of the
Client that is being protected.
- The Facility Level. This is the secondary level of the CFS tree, or one “Under”
the client level. The facility level is often used to describe the name of a particular
property or building on a property monitored by TourTrax.
- The Site Level. This is the third and lowest level in the CFS tree, or one “under”
the Facility level. This is commonly used to break down what falls under the
Facility level into “zones”, or groupings. For example, some Facilities may have
multiple floors to monitor. In such instances, multiple site levels may need to be
created for each of these areas(using names such as First Floor, Second Floor,
etc). It is under the Site level that checkpoints can be added and organized.
This Hierarchal system can be particularly useful in scenarios where multiple properties
or numerous quantities of checkpoints are used, as it allows the TourTrax Administrator
to organize them into groups for easier and faster searching/checkpoint maintenance.

Adding The Client Level
To add a Client, start by right clicking on the white area on the left side of the Client
information area. Under Client Name, choose the name you will call the new entry.
Under the Branches field, select the Branch this Client will belong to (if applicable).
When finished, click on the Checkmark button on the upper right-hand side to save.
Repeat the process until you have finished adding all desired Clients.
In the example below, “RhinoRugged Security” is our Client.
Adding The Facility Level
Now that you have added your Client level, the next thing you will need to do is assign at
least one Facility level to it.
To do this, left-click on the desired Client to select it, then Right-click on it and choose
Add Facility. Type a name for the Facility under the Facility Name field, then from the
Branch dropdown menu, choose the associated Branch the entry will belong to (if
applicable). When finished, click on the Checkmark button to save. To add more facilities
as required, repeat this process.
In the following example, “HQ”, “R&D Lab”, and “Warehouse” are the three facilities
assigned to the Client “RhinoRugged Security”.

Adding the Site Level
Last, but not least, we will need to set up at least one Site level under the Facility(s) you
created. It is in these sites that your checkpoints will be entered into TourTrax.
To add a Site, first click on the desired Facility to add it to, to select it. Then, right-click
on it, and choose “Add Site”. Under the “Site Name” area, fill out the name of the Site
you are adding. From the Branch dropdown menu, select the Branch that will be assigned
to this site (If applicable). After you are finished, click on the Checkmark button to save
the record. To add more site records, repeat the process.
In the following example, ‘1 Basement’, ‘2 First Floor’, and ‘3 2nd Floor’ are three Sites
in the ‘R&D Lab’ Facility.

Adding Checkpoints (PES, Guardus Desktop downloaders)
Adding Checkpoints Manually (Method 1)
This method is especially useful for when your checkpoints have not been mounted, or if
you need to make a minor change, such as to add or edit one or two more checkpoints to
an existing installation.
1. Select a site in the Client Information window as shown below. Click on the
Checkpoints tab.
2. Click the ‘Add’ button
3. Place the button on the Downloader, and press the button with the 3 dots (‘…’).

4. The Serial Number of the button is automatically read in. Fill in a name for the
checkpoint in the Description field. If you are assigning checkpoint to be a Start button,
click the checkbox next to Start Button. Click on OK when finished.

5. Repeat Steps 1 to 4 for all checkpoints, for all Sites.
Note: For each Tour you want to create, you MUST have one button marked as a Start
button.
Adding Checkpoints Using Learn Mode (Method 2)
Learn Mode is designed to minimize the data entry requirement, and help automate the
task of adding a large number of checkpoints to your TourTrax installation. This is
especially useful if your checkpoints are already mounted and they can not be easily
brought to the downloader. If you use RFID-based hardware, it is also the primary
method in which you can add checkpoints.
It is important to take steps to ensure that you accurately read in the checkpoint
information. The best way to do this is to make a list of the description of each
checkpoint you are going to touch (Use a chart similar to the one depicted below).
Checkpoint Description
1 Main Entrance1
2 Main Lobby
3 Emergency Exit
4 Administration
5 Executive Offices
6 Computer Lab
Once you have created a chart, you can then, using an empty Data Probe, read each
checkpoint with the Data Probe, carefully following the order in which you have
listed each checkpoint in your description chart.
NOTE: All data that is in the “Learn Mode” window must be assigned to a Site
before the Client program is closed. Any remaining data in the “Learn Mode”
windows will be lost once the Client program is closed and you will need to enter it in
again.
To use “Learn Mode” follow these simple steps:
1. While in the Site Level, first click on Checkpoints tab and then click on “Learn”
button.

2. Read each checkpoint with the Data Probe carefully following the order in which
you have listed each checkpoint in your description chart.
3. Receive the Data from the Data Probe by placing it on the downloader, and
clicking on “Receive Data” button and selecting “From Data Probe” option.
Note that each checkpoint will be listed in the order it was read i.e.: Checkpoint
001 will be the first, Checkpoint 002 will be the second etc
4. Select the checkpoints you wish to add to the site record.

Note: In order to select the checkpoints you wish to add to the Site, you have to
use <Ctrl> plus left click on the checkpoints instead of just clicking on the
checkpoints.
5. Once all checkpoints are selected, click on “Add to List”. The selected
checkpoints will be appended to the Checkpoints list on the site record.
6. Proceed with editing the description to match the description you have assigned
by selecting a checkpoint, then clicking on “Edit” and then fill in a description.

Adding Checkpoints (ActiveGuard, BluCard, Guardus Cable-Style Downloaders)
1. Before you begin, It is important to take steps to ensure that you accurately read in the
checkpoint information. The best way to do this, would be to create a list of each RFID
tag you will be adding. Number the list, as below:
Checkpoint Description
1 Main Entrance1
2 Main Lobby
3 Emergency Exit
4 Administration
5 Executive Offices
6 Computer Lab
2. Once you have created the chart, use an empty wand to read each of the checkpoints in
sequence, starting from checkpoint #1.
When you are finished, download the wand. (Note to ActiveGuard users: As the Data
Probe transmits data the moment it receives it, you will just need to read the RFID tags).
3. Now we are ready to start adding checkpoints. Let’s start with the first one. Select a
site by clicking on a site in the Client Information window as shown below. Then click
on the Checkpoints tab.
4. Click the ‘Add’ button. This will open up the Checkpoint Properties window.
Right-click in the white Serial Number field, and select Add from Learn Mode, shown
as below:

5. Select the first checkpoint entry you want to assign from the list, and click on Add
when finished.
6. Next, type in a description for the checkpoint you added, and specify whether or not it
should be used as a start button.

When you are finished, click on OK, and the checkpoint will be added to the site record.
To add another checkpoint, repeat steps 3-6.
Note: Learn Mode organizes your checkpoints in Ascending order, as they are read. The
first checkpoint you read will be at the top of the list, while as the last will be at the
bottom. As you add checkpoints, their corresponding checkpoints will be removed from
Learn Mode, shortening the list.

How to Reassign Checkpoints
Reassigning checkpoints allows you to move checkpoints from one Site level in Client
information to another, making it easy re-order your checkpoint assignments with out
having to type in any new information. You can do this one checkpoint at a time or in
bulk, by selecting multiple checkpoints.
1. From Client Information, click on the site that you are moving checkpoints
from.
2. On the Checkpoints Tab, highlight the checkpoint(s) you want to reassign by
holding down the <ctrl> key and clicking on them.
3. Next click on “Reassign”. This brings up a window alerting you that you should
also go into the Tour Builder and modify your tours if needed. Clicking “OK”
removes the highlighted checkpoints from the Site and sends them to the “Learn
Area”.
4. Now, click on the Site level you will be adding the checkpoints to. Click on
Learn, to bring up the Learn Mode area. In this area you will see all checkpoints
that are currently not assigned to any sites.

5. You can highlight the Checkpoints you want to assign to the site by holding down
the <ctrl> key and clicking on the checkpoint. Next click “Add to List”. All
selected checkpoints will now be assigned to the new site. Repeat this process
until all checkpoints have been reassigned.

Officer ID Properties
Adding Officers (PES and Guardus Desktop downloaders)
Method 1: Manual Entry
First, begin by accessing the Officer ID Properties area. Click on Data, Officer.
1. Click on the plus button (+) to add a record. Under the name field, add the
name of the officer.
2. Place the button you are assigning to the Officer on the downloader, engraved
side down, and click on the button with the 3 dots (…) Fill out additional
information as required, and click on the Checkmark button when you are
finished to save.
Method 2: Mass Importing/Exporting Officers
Another way to add Officer Buttons is to mass add them, using the Data Probe. To do
this, you need to first have a clear Data Probe, as everything that has been entered into it
will be imported into the database.
1.) Organize your buttons. Make a note of them, and what officers will be assigned to
each. The easiest way to do this would be to line them up in a row on a sheet of paper,
and write the names down of each officer each next to a button.
2.) Use the Data Probe to read each of the buttons, from the beginning of the row to the
end, not breaking the sequence. (This is important, to keep order of which button is
which).

3.) From the TourTrax Client, choose Data, and Officers.
4.) From the Officer Properties window, click on the “Mass Add” option, and select
“Export Data”.
5.) You will be presented with a prompt asking if you want to clear the Data Probe after
the data downloads to the computer. Since you will not need the data in the probe
afterwards, click on “Yes”.

6) Place the Data Probe on the downloader. The Client will now download the Officer
buttons you entered into the Probe. When it is finished, it will open up an Export To
window:
7) Choose a name to save the file as. (It may be a good idea afterwards to save the file
itself, as it would eliminate the need for organizing and entering the buttons you just
worked with).
8) Now, from the Officer Properties window, click on Mass Add, and choose “Import
Data. Navigate to the folder you saved the file, Select it, and click on Open.
9) The new officer buttons are now added to the officer list, labeled as “checkpoints”, and
with numerical values starting with “001”, in the order you entered your officers. List the
Officer names corresponding to the buttons they are assigned to, and close the window
when you are done.
Adding Officers (ActiveGuard, BluCard, & Guardus Cable Style downloaders).
To avoid confusion, we recommend you enter your officers into the system one by one.
1.) Open the TourTrax Client, and choose Data, Officers.
2.) Using the Data Probe, read the RFID tag of the officer you will be entering into
the system. When you are finished, transfer the information to TourTrax by
placing it on the downloader. (Note to Activeguard Users- your information is
automatically downloaded on button read).
3.) Click on the “+” button to add a new record. Fill out the officer’s name.
4.) Right-click on the ID field, and choose “Add from Learn mode”.

The Learn Mode window will appear as follows:
5.) Select the serial number entry you wish to add, then click on Add From List.
The ID will now appear in the officer record. Click on the checkmark button to save.
Note: When adding multiple officers at once, it may be more convenient to mass-add all
of their associated tags at once, and add them to the officer list afterwards. When you do
so, they will be listed in Learn Mode, in ascending order. The first tag you read will be at
the top of the list, the last at the bottom, and so forth. As you add officers using this
information their corresponding entries will be removed from the Learn Mode area.

Creating Tours From Checkpoints- Tour Builder
Tour Builder is the section of the TourTrax client that deals with your tour behavior, and
organizes your checkpoint data in reports. How your tours look depend on how you
configure this section. In this area, you can assign what start buttons and checkpoints to
use with a given tour, as well as additional information such as the maximum tour
duration, time allowed between checkpoints, etc.
Adding Baseline Tour information
1. From the main window of TourTrax Client, click on ‘Data’ from the menu, and
then select ‘Tour Builder’.
2. A window will be opened as follows. To build a new tour, click on Add button(“+”).

3. Fill in the Tour Name. Select a start button for the Tour. (Note: you will need to
assign a unique Start Button for every Tour you make. In addition to this, during your
officers rounds, they must register each start button to start the tour it is assigned to. Start
Buttons can be assigned in the Client Information area. ).
The rest of the options below, with the exception of adding checkpoints to your
Tour Details area, are optional:
If you want the tour to be ‘Sequential’, select that option by just clicking on the box
ahead of ‘Sequential’. If you want it to be timed, select the ‘Timed’ option by clicking
on the box ahead of ‘Timed’. To save your information, click on the Checkmark
button.
Sequential Tour allows you to set the order in which checkpoints must be hit on a given
tour, the first button being on the top of the list, and the last being on the bottom. Leaving
this option unchecked will enable the officers to visit checkpoints in any order they
choose as long as they are within the tour schedule specified. They are still required to
register the start button of a given tour before visiting any checkpoints in said tour.
Tour Duration- This option allows you to set the maximum duration of a given tour.

Timed Tour enables you to restrict the minimum or maximum amount of time taken
between individual checkpoint reads.
There are 5 additional timed tour features:
(1) Time +/- Grace

This allows you to set the amount of time you want to have in-between checkpoint
touched + or - a grace period. For example if the Time is set to 10 and Grace is set to 5,
then the acceptable range of times would be between 5 minutes and 15 Minutes.
(2) Time + Grace.

This allows you to set the amount of time and give the user some flexibility by adding to
the grace period. For example if the Time is 10 and the grace is 5 then the acceptable
range of times would be between 10 minutes and 15 minutes.
(3) Time - Grace

This is similar to the above but sets a maximum time and gives the user a grace period
that minus off the time. For example if the Time is 10 and the grace is 5 then the
acceptable range of times would be between 5 minutes and 10 minutes.
(4) Maximum Times

Maximum times sets a maximum time in-between checkpoints, but anything under that
time is acceptable. Grace is ignored in this setting. For example if the Time is set to 10
minutes then any time from 0 minutes to 10 minutes is acceptable.
(5) Minimum Times

Minimum times are used to make sure that your officers spend a minimum amount of
time going from one checkpoint to another. For example if the Time is set to 10 minutes
then any time over 10 minutes is acceptable, but any time under 10 minutes will cause an
exception.
When you have finished creating your tour information, click on the Checkmark button to
save the record.

Adding Checkpoints To A Tour
4. Now that you have created your baseline Tour information, you will need to add
checkpoints to it. To do this, make sure the Tour you are working on is selected in the
Tour List, and move down to the Tour Details area. Click on the Multi-Add button.
The Multi-Add window will now appear. Use the Client, Facility, And Site dropdown
menus to select the area in Client information you will be adding checkpoints from.
Now, click on the checkpoint you are adding to the tour. To add multiple checkpoints at
once, hold down on the CTRL button on your keyboard, and click on each of the
checkpoints until you have made your selection.

When you are finished, click on Add To List.
The checkpoints are now added, and the Multi-Add Checkpoints list can be closed. To
add more checkpoints, adjust the Client Information filters accordingly, and repeat the
process.
TIP: sometimes adding checkpoints can take up to a few minutes to process. To

minimize the time taken to add these, we recommend that if a large batch of these need to
be added to a tour, that it is done in smaller increments, such as 6-8 checkpoints at a time.

Download Guardian
The Download Guardian has one function only- It is responsible for transferring collected
Tour information from your Data Probes to the TourTrax Server. Information cannot be
downloaded if the Download Guardian isn’t running.
Note: there are actually two Download Guardian programs- one for Guardus systems
(Blue Shield), and one for the other hardware platforms (Green Shield.)
By default, the Guardus DG will be pre-installed and configured to run on startup, . If

you use another hardware platform, such as PES or Reliant- make sure that it is disabled
and you install the correct component.
Download Guardian Configuration- (Guardus Hardware)

The Guardus Download Guardian by default does not normally require any additional
configuration. However, to meet your requirements or to disable the component to install
the TourTrax Download Guardian instead, you may wish to change certain options.
To begin, first run the Download Guardian shortcut located on your Desktop, or in the
Start menu. Double-click on the Download Guardian icon in the windows system tray
(shown below).
The Download Guardian window will appear as follows
Click on the Setup button. The configuration screen will appear as below:

Under the Download interface tab, select the types of downloaders that will be used with
this computer, by placing checkboxes next to them. In this example, we are using a USB
Download-I device, as well as a Cable-Style downloader:

Note: If you are using a USB Cable-Style downloader, (see the “hardware components”
section of the manual if you are unsure) you may have to adjust the port settings in the
download Guardian, to match the COM port the device is using.
Disable the Guardus Download Guardian (Required for Non-Guardus hardware)
In some cases, it may be necessary to disable the Guardus Download Guardian, such as
when using a hardware type unsupported by this module (such as Activeguard or PES).
In these cases, to do this:
1. Double-click on the Download Guardian System Tray icon, and select the
Download Guardian Setup icon.
2. From the Configuration window, choose the Guardian tab.

3. Uncheck Start Processes Automatically, Start automatically when Windows
is initiated.
4. Click on the Save button to save your changes, close the Download Guardian
window, and restart the computer.

Download Guardian Configuration- (PES, GCS, BluCard Hardware)
The TourTrax Download Guardian has several features that can be used for diagnostic
purposes. To launch this component, click on the TourTrax 4 Download Guardian
shortcut in your Start Menu or Desktop. When it is running, a green shield should appear
in your system tray like so:
TourTrax DG Initialization (top)- Informs you whether the Download Guardian

component started without errors.
Downloader Status (middle)- informs you whether or not Download Guardian was able
to connect to your Downloader hardware.
Downloader ID (bottom)- Displays the Serial Number of your downloader.
Setting Up the Download Guardian as a Service (Non-Guardus

Hardware)
The TourTrax Download Guardian can be configured to run as a service. This

functionality can enable the component to start with the computer, and allow an officer to
download their tours without even being logged in! All that is required when the DG is
running as a service is that the computer is turned on, and the TourTrax server is also
running as one.
To Install:

1. Open up a command prompt. Click on the windows Start button, and select Run from
the menu. Type cmd in the window that pops up, and press Enter.
The Command Prompt window should appear. Use it to navigate to the folder you
installed the TourTrax software to, using the “CD” command. (By default, the program,
and all its files, are installed to C:\Program Files\TourTrax, so you would type the
following command to get to it as illustrated below:
navigate to the TourTrax Download Guardian subfolder, by typing “CD DG”

Now, it’s time to install the service. Type TTXDGSVC /install. A message should
appear as illustrated below, confirming that the service has been installed.
2.) To Uninstall the TourTrax Download Guardian as a Service (if you remove the
software)
As with installing the Service, navigate to the DG folder located within the program
folder you installed the software to, using Command Prompt. Type TTXDGSVC
/uninstall , and press Enter. A message should appear confirming the service to be
uninstalled:

Operations
Officer Sign In Methods

Here are all of the possible sign in methods:
Button Touched Who is signed in
Empty Probe Unknown
Officer Bob Officer Bob
Officer Bob Unknown
Officer John Officer John
Officer Frank Officer Frank
Supervisor Ted Officer Frank
Officer Frank Unknown
Supervisor Joe Supervisor Joe
Officer Bill Supervisor Joe
Supervisor Greg Supervisor Greg
Supervisor Greg Unknown
1. Officer Bob -> Officer Bob

First off the probe is empty, so no one is signed in. When Officer Bob touched his button
to the Data Probe it signs him in. After touching some checkpoints Officer Bob touches
his ID button again which signs him out and it goes back to Unknown.
2. Officer John -> Officer Frank

Currently no one is signed in (from above) then Officer John signs in but touching his ID
button. Officer John does his rounds and then hands the data probe off to Officer Frank
who touches his ID button and now Officer Frank is signed in.
3. Officer Frank - > Supervisor Ted

Officer Frank is now walking around doing his rounds when Supervisor Ted appears to
check how things are going. Officer Franks and Supervisor Ted talk for a bit and then
before leaving Supervisor Ted touches his ID button to the Data probe, which will log a
supervisor check on the report, but does NOT sign off Officer Frank.
4. Officer Frank -> Officer Frank

Now after the last Supervisor check occurred Officer Franks has went and completed
more of his rounds and then touches his ID button again, which signs him out.
5. Supervisor Joe -> Officer Bill

Supervisor Joe takes the data probe and then touches his ID button to the probe which
signs him in (because currently no one is signed in). The supervisor goes around
touching buttons and then come up to Officer Bill who is at the front gate. Officer Bill
touches his button to the data probe and it logs on the report that the supervisor touched
the Officers buttons, but it does NOT sign out the Supervisor. Supervisor Joe is still
signed in.
6. Supervisor Joe -> Supervisor Greg

Supervisor Joe continues doing his rounds and then is called away so Supervisor Greg
takes over for him by touching his ID button to the probe, which logs off Supervisor Joe
and signs in Supervisor Greg.

7. Supervisor Greg -> Supervisor Greg
Supervisor Greg then continues doing his tours and once he is finished he touches his ID
button once again and it signs him out.
So to summarize:
If an Officer is signed in he can be signed out in one of 2 ways
- touching his ID button again (then it is Unknown who is signed in)
- touching another Officer Button (signs in new officer)
If a Supervisor is signed in he can sign out in one of 2 ways:

- touching his ID button again (signs him out and it goes to being unknown)
- touching another Supervisor button (signs in a new supervisor)
If an Officer is signed in and a Supervisor Button is touched the current Officer is NOT
signed out.
- A Supervisor Check is logged.
If a Supervisor is signed in and an Officer Button is touched the current Supervisor is

NOT signed out.
- A Guard Check is logged.
If a Supervisor is relieving an assigned Officer, the Officer must sign off. Likewise, if an
Office is relieving an assigned Supervisor, the Supervisor must sign off.
Using the Data Probe to perform a tour
While tour operation in TourTrax has been designed with ease of use in mind, there is a
key sequence you must follow while using your Data Probes in the field.
1.) Begin of Tour- Start the patrol by signing in using an officer button. Touch the
wand to the button to start the tour.
2.) Start Of Tour- Start the desired tour, by touching the wand to it’s corresponding
Start Button.
3.) Perform the Tour- use the wand during the course of your tour, making sure that
all of the buttons mounted in the areas you have been in have been registered.
(Note: any checkpoints you have not registered will show up as “missed” in later
reports)
4.) Come back to the start of the tour. If you have finished your tours, you can choose
whether or not you want to repeat the tour, perform another configured tour, hand
the probe to another officer to perform a tour, or download. Please note that each
time you start a tour, whether it is the same tour or a different one, you must read
it’s corresponding start button first. This is critical, as it tells the PC in later
reports of your intentions to start a new tour.

Using The Incident Wallet
Recording Events

Incident wallets are used to accurately record
incidents and events attended to by Security Tour Incidents & Events
Officers during the course of their tours.
The Incidents you want to track are required No. Description No. Description
to be first programmed into the TourTrax
1 Unsecured Door 11 Emp. Escort
software, and each Incident is referenced to a
unique number of your choice. 2 Broken Window 12 Contractor Escort
Events/Incident Wallets are very useful in
helping to provide a consistent listing of any 3 Theft 13 Vagrants Escort
occurrence that needs to be noted during a 4 Burnt Light 14 Unlocked Door*
Security Officer’s tour.
Tour Incidents & Events can be recorded with 5 Broken Light 15 Locked Door*
a Prefix or Suffix, for example, Door or 6 Graffiti Found 17 Cash Pick
Temperature Numbers can be entered and
displayed in the report as: 7 Spill Watch
8 Vehicle Check
In addition to recording the date, time, 9 First Aid Box
location and type of Incident/Event and who
the reporting officer is TourTrax provides full 10 Fire Phone
narrative and categorization of Incidents. See the input forms available to authorized
TourTrax Users and depicted below.
Note: while registering a numeric event, you can, at any time before hitting
ENTER, register a button stamped as CLEAR to restart entry of the numeric
event information.
For example, to register events 4 and 10, the following steps should be taken:
Remember the button identified by CLEAR performs input correction. For example, if
you wish to enter event 4, and start out touching button 5, by mistake, this situation can
be corrected this way:
If the event being registered requires a numeric reference, you can enter it just as the
event code, right after the ENTER corresponding to the code.

Editing Events
Within the TourTrax Application Incidents/Events of your choice can be edited.
First, generate a TourTrax Event Report by selecting your criteria and clicking on
Events, then the incident you want to edit.
The Edit Incident window that opens up, as shown below, opens allowing an authorized
user to add narrative and other information to the event.

When using the Incident the following fields are automatically filled:
Incident Number
Reporting Officer
Client
Facility
Site
Incident Date/Time
Description
Category
The following fields can be edited to fully complete the report:
Report Date/Time
Narrative

Editing Tour Information
Deleting a checkpoint from a tour, but not a Site

1. Search the Tour by clicking on Data from the main screen and then select Tour
Builder.
2. A Tour Builder window is opened as shown below. Use the Tour Description list
to select the desired Tour to edit.

3. From the Tour Details area, click on the checkpoint to be removed.
4. Click on the Minus button ( - ) above the list of checkpoints to delete the checkpoint
from the Tour.
5. A confirmation window will appear, asking you to confirm whether or not to delete the
record. Click on OK to continue.

Editing Checkpoints
In some scenarios, you may need to change the description of a checkpoint after it has
been added to one or more Tours. To do this:
1. Click on the Data menu option from the TourTrax Client main screen, and then select
Client Information.
2. Navigate through the Client, Facility, and Site records until you locate the desired
checkpoint to change. When you have found it, select it and click on Edit.

3. The Checkpoint Properties window should open, allowing you to edit any data in
the record. Make changes as needed, then click on the OK button to save.
Note: If you need to make changes to a Start Button, remove it from Tour
Builder first! Failure to do this may cause problems with the Tour it is associated
with.
4. Although you have made modifications to the checkpoint in Client Information, these
changes will not be reflected in Tour Builder. You will have to change it in the Tour

Builder manually. Follow steps 1 and 2 in “Delete a Checkpoint from a Tour, but not a
Site” and re-add the checkpoint.
Button Controls in Tour Builder

Some buttons are often shown in specific windows, such as the followings:
: Move to first record; : Move to last record
: Move to prior record; : Move to next record
For instance, there are five checkpoints except Start Button in the Tour of “night patrol”
as shown below. The current record in the area of Tour Detail is “Administration”

If you click on “Move to first record” button, the current record will be changed
from “Administration” to “Main Lobby” whereas if you click on “Move to last
record”, the current record is “Emergency Exit” then. Similarly, clicking on “Move
to prior record”, the current record will be changed from “Administration” to “Main
Lobby” whereas clicking on “Move to next record”, the current record is changed to
“Executive Office”
In the Tour Information area, the current record is “HQ Exterior Tour”. You can use ,
, , to change the Tour from “Tour 1” to the first Tour, the last Tour, prior
Tour, and next Tour.
: Insert new record (See Tour Information and Tour Details under Tour Builder.)
: Delete current record
: Edit current record

: Post changes to current record
: Cancel changes made to current record
: Refresh the content of the dataset
For instance, if someone used another computer to change the content of a record via
network, this button can be used to update the content of the record on your computer
: Bookmark current record;
: Go back to saved bookmark
Lost And Found

Lost and found is a valuable tool for PES and Guardus Desktop downloaders, that can
be used to identify an iButton and what its function is in TourTrax. (Eg: Officer Button,
Start Button, or Checkpoint). This can be particularly useful in scenarios where you
possess a button, but do not know what it belongs to (Eg: If a checkpoint has fallen off a
mounted location).
To access this tool, go to Data, Lost And Found.
A window will pop up as shown below.

Place the button on the downloader’s reading interface, engraved-side down, and click on
Find Button. If successful, the system will find the button and repopulate the fields as
below:

Producing Reports
There are five basic types of Reports you can use when reviewing officer performance
with TourTrax. They are, in order, the Summary Report, Full Report, Exception
Report, Event Report, and Missed Report.

The Summary Report

The TourTrax Summary Report allows you to see a summarized overview of each tour as
a single line item. This will allow you to quickly see if there were any problems, and
how often they occurred. As well, there is a Summary bar at the bottom of the report that
totals up each column and also gives you some completion/Error stats. The tally fields
displayed on this report are:
- Date/Time: This lists when the tour was started.

- Tour Name: The name of the tour that was performed.
- Officer Name: The Officer who performed the tour.
- Assigned Chkpts: The number of checkpoints that were assigned to the tour.
- Tour Hits: The number of checkpoints hit that were assigned to the tour.
- Extra Hits: The number of checkpoints hit that exceed the assigned hit amount for
the given tour.
- Addt. Hits: The number of checkpoints hit that are not part of the current tour.
- Unknown Chkpts: The Number of buttons that were touched but are not part of
any tour and are not found in the Client Information Database.
- Overall Hits: This is the total of all button hits including Actual Tour Hits, Extra
Hits, Additional Hits and Unknown Chkpts.
- Event Entries: The total number of Events in the performed tour.
- Missed Chkpts: The number of buttons that were assigned to the tour but were not
hit.
- Timed Errors: The sum of the amount of checkpoints hit earlier than its original
schedule in the timed tour and the amount of checkpoints hit later than its original
schedule in the timed tour.
- Seq. Errors: The amount of checkpoints hit out of sequence in the sequential tour.
- Tour Duration: The time period between the start button of the tour was hit and
the last button in the tour was hit.
- Status: This field indicated if the tour was completed with or without any errors.
If you want to have a look at the detailed information of the actual tour, you can simply
click on the Tour Name that corresponds to the Tour of your choice, and a full report of
the download will pop up displaying all the information regarding the tour.

TourTrax Full Report
A TourTrax Full Report provides you with a checkpoint-by checkpoint detailed listing of
each performed Tour. It describes the date/time the tour was performed, the tour name,
who performed the tour and the final Status of the tour. Then it details in what time each
checkpoint was read and the status of each checkpoint. There is a Summary bar at the
bottom of each tour that displays Duration, Tour Hits, Total Hits, Event, Missed, Gaps
and sequence.
There are two types of statuses assigned to a Tour:
- OK: if there is no missing checkpoint, no early checkpoint, no late checkpoint and

no out of sequence checkpoint in the performed tour.
- REVIEW: if there are any errors or exceptions in the report that should be
reviewed.
There are following kinds of status of a checkpoint:
- OK: It was hit correctly which means it was hit in accord with the assigned tour
schedule.
- Missing: The checkpoint was built into the tour but was not hit by a Patrol Officer
in this tour.
- Extra: The checkpoints hit exceed the assigned hit amount for the given tour. That
is it was hit more times than it is scheduled in the given tour.
- Additional: The checkpoint hit is not a part of current tour.
- Unknown: The checkpoint hit is not identified in the Client Information Database.
- Event: An incident was reported when the checkpoint was read.

- Early - X Mins: The checkpoint was hit X minutes earlier than the assigned
schedule of a Timed Tour.
- Late - X Mins: The checkpoint was hit X minutes later than the assigned schedule
of a Timed Tour.
- Out of Sequence: The checkpoint was hit in a different order than programmed in
the selected Sequential Tour.
In the summary bar at the bottom of each tour,
- Duration: The time period of the performed tour.

- Tour Hits: The number of checkpoints hit that were assigned to the tour divided
by the number of checkpoints that were assigned to the tour.
- Total Hits: The total of all checkpoints hit.
- Events: The number of Events in the performed tour.
- Missed: The number of Missed checkpoints in the performed tour.
- Gaps: The number of both Early and Late checkpoints in the performed tour.
- Sequence: The number of Out-of -Sequence checkpoints in the performed tour.

TourTrax Exception Report
A TourTrax Exception Report allows you to see exceptional checkpoints including

Missing or Out of Sequence or Early or Late checkpoints in the performed tours.
in this tour.
- Early - X Mins: The checkpoint was hit X minute earlier than the assigned
schedule of a Timed Tour.
- Late - X Mins: The checkpoint was hit X minutes later than the assigned schedule
of a Timed Tour.
- Out of Sequence: The checkpoint was hit in a different order with the given
Sequential Tour.
- Anti-Vandal: attempts to damage the device. This includes fall/impact damage,
and electrocution. (Note: Your hardware may or may not necessarily support this,
depending on what was purchased.)


TourTrax Event Report
A TourTrax Event Report displays individual Tours that events were declared with, and
what was reported.
- Event Status: An incident was reported when the checkpoint was read in the tour.


TourTrax Missed Report
A TourTrax Missed Report allows you to see all missed checkpoints in the performed
tours.
in this tour.

- Events: the number of Events in the performed tour.

The Management Reports
For advanced management purposes, there are many more useful reports that can
accessed within TourTrax. These can be found under the Reports menu item of the
Client.
- The Condensed Tours Report generates a listing of all tours configured in

TourTrax, and the checkpoints that are associated with them.
- The Coverage Report generates a checkpoint by checkpoint “Full” report listing,

only showing checkpoints that have been read in a tour. (exceptions, errors, and
missing checkpoints are not displayed).
- The Full with Serial Numbers Report generates a full detailed report of your
selection, also showing the individual serial numbers of each checkpoint.
- The Basic Officer Summary Report generates a summary report-style view of

tour data, ordering the data by security officer.
- The Time Apart Report generates a report displaying the frequency in which each
location has been checked, and the amount of time that passed before it is visited
again. This report can be useful in determining which areas require more or less
supervision, to optimize officer coverage.
- The Officer List Report generates a list of your officers and their corresponding
officer buttons.
- The Client Information Report generates a complete listing of all Clients,

Facilities, Sites, and Checkpoints programmed in TourTrax.

Using Filters
The Filters option in TourTrax is a powerful feature that can be used to filter out
irrelevant content when producing a report.
As an example of how this feature works, let’s say you desire to review a particular
Security Officer’s performance in the field. To do this, we would first begin by enabling
the Filter options to make changes. Go to File, Filters.
You can now add your desired criteria to the filter. Place a checkmark next to the Officer
filter item to enable the option. Now, use the dropdown menu to select the officer desired.

All officers not select will not be filtered out of the report. Click on the Summary, Full,
Exception, Event, or Missed Report, depending on the type of report you require.
In this example, let us assume we need the Full report.
Using Memorized Filters in the Filter Pane
Memorized filters allow you to save commonly used filters so that you do not have to
recreate them over and over again. In addition to manually creating yours in the
Programming area (see the Using Memorized Filters section on Page 39 for details on
how to do this, synopsis of the different filter options), you can access them by selecting
the desired filter from the Memorized Filters area, and clicking on “set”, then the desired
report you wish to generate..
You can also edit them on the fly after you’ve “set” them using the filters pane, by
clicking on the “save” button.

Printing Reports
To print a report, first generate it in the TourTrax Client. Then Click on the Print button.
A printing window will appear as below:
When you have selected the desired options, click on OK to send the report to your
printer.

Saving Reports
To save a report outside of TourTrax, first generate, then click on Save As and choose
the type of file to export it as.
Note: Typically, it is recommended to primarily use the PDF option, as this is the only
format listed that cannot be edited in any way once generated.

Customizing Report Logos
In some cases, you may want to personalize reports by modifying the report header
and/or footer images with your own company’s logo.
To do this:
1.) Go to Data, Programming. Select the General tab.
2.) Next, using the Report Images area, assign the desired images you want to place
in your reports, using the browse buttons . Currently, the supported filetypes
that can be used are BMP, JPG,PNG,ICO,WMF, and EMF.
For best results, the report header should be 307x73 pixels, while both footers
should be 150x50. Keep in mind that images drastically larger or smaller than
these sizes will be automatically scaled to fit.

The Images will be placed as below:
When you are finished, close the Programming window, and generate a report of your
choice to test.

Download List Management
By default, TourTrax only shows download data that has been performed up to 60 days
prior to viewing. This makes the download list less cluttered, and the data can still be
recalled when it is needed. However, in some cases you may want to change this, to
allow you to see further into past downloads, such as if you are auditing the last
To do this:
1.) Log in to the TourTrax Client. Go to Data, Programming.
2.) Click on the General tab.
3.) Under the Download List area, change the Number of Days to Display to the
desired value. When you are finished, close the Programming window. Changes
should take effect immediately.

Work Order List
The Work Order List is used to display the list of the Work Orders that have been created
in the TourTrax System. Once a work order has been created it can be printed off or
emailed for further action. From this list you have a choice of 3 views. You can view
only the open work orders, only the closed work orders, or all open and closed work
orders.
Creating a Work Order

It has been covered in previous session how to generate an Incident Report and edit a
selected Event. You’ll probably notice there are three buttons at the bottom of the
Incident Report – Add Incident window.
If you click on the Work Order button, a Create Work Order window will open as below
which allow user to fill in some information so that a Work Order can be fully created.

The following fields are automatically filled.
Work Order Number

Reporting Officer
Report Date/Time
Category
Location
Description
The other fields can be added to fully create a Work Order.
Note: Fac. WO #: stands for Facility Department Work Order Number.
Once the renovation or repairing is done, place a checkmark in the box ahead of “Work
Order Closed?” and fill the date in its following blank field.
On clicking Save, the created or newly edited Work Order is saved.

Work Order List
From the Main Menu, click on ‘Data’ and then select: “Work Order List”.
A Work Orders window opens shown as below.

It is selected to display “All Records” i.e. all Work Orders. There may be too many Work
Orders. If necessary, only either “Open Records” or “Closed Records” could be displayed
as below.
Open Records means Open Work Orders i.e. the corresponding repair work by the
facility department has not been done yet whereas Closed Records represents Closed
Work Orders i.e. all the necessary repair work has been completed.

User Administration & Security Module
The Security Module is a powerful component that allows system administrators to easily
add users, user profiles, and password access control to the application. Administrators
have considerable control in allowing access to the application including restricting the
access of some users to certain parts of the application. In using this feature, TourTrax
Administrators can be sure that data in their Guard Tour System is safe from
unauthorized users.
The Security Module (SM) controls access to the application through a login screen
where a user name and password are requested. Administrators are encouraged to specify
a unique user id and password for each user. Users are encouraged to not share their user
ids and passwords with others.
After entering a user id and password on the login screen, the SM verifies the user is still
valid, loads the user access configuration from the security database, and applies the
user's restrictions to the application. The module will then disables or makes invisible all
the application's components the user is not permitted to access. These restrictions can
apply to any individual buttons, panels, navigator button, data display grid, grid columns,
fields, toolbars, menu items, Action items, or control identified by the developer.
Primary Features:
• Protection of any visual control and field in the application

• User Administration from within TourTrax (Site Setup). Security sub-administrators.
• Audit: trace all your users' Login/Logout and other activities such as record changes
and deletion. Several Audit and administrative reports.
• Minimum password size
• Password validation
• Maximum number of attempts that someone has tried to log on.
• User profiles
• Expiration date for the user. Forces users to change password periodically
• Passwords encryption
• Access restriction to records
• Application Time Out
• Does not allow multiple logins for a single named user
• Disable a user after N days without using the application
• Disable a user after N failed login attempts
User Administration
The User Administration Module allows the security administrators to have control over
the security of the application. The administrator can, for instance, add new users and
profiles, modify the access permissions and visualize the information of a certain user's
audit. Only users that are administrators can access the administration module.
The Administration module is accessed through the User Administrator option of the
Users menu in the TourTrax Client.

User Information
Application user data is displayed on the Users tab within the module. That tab contains
two other internal tabs: User List and User Data. The User List tab shows all the users
set in the application. The User Data tab shows information for a specific user.
The User Data tab allows the administrator to view the following information:
• Name of the User: also known as the user id, this is the name used by the user to log
in into User Administration.
• Real name: This is the real name of the user.
• Password (encrypted): the user’s password
• Profile to which the user belongs.
Important: The data above is general to all applications that share the security database.
User Expires: indicates if the user will have a date limit to use the application. When this
field is checked, the field Expiration Date will be enabled.
• Expiration Date: indicates the date on which the user won't be able to use the
application.
• Audit Mode: indicates that the user's actions will be registered for visualization in the
audit module.(not recommended unless absolutely necessary, as this increases both
machine resources and potential database size)
• Active: indicates if the user is enabled to use the application or not.
• Last Password Change: indicates the date of the last password change made by the
user.
• User is Administrator: identifies whether the user is a security administrator. If the
user is marked as administrator, they will be able to access the User Administration
module.
Important: The data above applies to the current application. In other words, a user
can be active in one application and not active in another. Also, a user can be an
administrator in one application and not be in another. That makes possible more
flexibility in security administration when the SM component is being used in
environments with more than one application.

[User Administration – User’s Data]
Change Password button
The change password button exists so that the security administrator can change a user's
password. This resource is useful in situations where the user has forgotten it.
Just above the User List, User’s Data, and Additional Information tabs are a series of
buttons to accomplish a variety of user related operations.
The New User button shows the screen for adding a new user. The Administrator must
enter the user's id, real name, and password. The system initially suggests the user’s
name as the password. As an option, the Administrator may specify the profile to which
the user belongs (the completion of that field is not obligatory) and if the user activities in
the application are subject to auditing (Audit Mode is checked.)

[New User]
The Change Data button displays the User Data tab. The Permissions button displays
the Permissions tab with the current users set of access rights. The Delete User button
will delete the user and user’s information from the security database. If the module is
used for multiple applications, note that the user will be removed from all the
applications.

Additional Information
The Users tab also contains an Additional Information tab. This tab contains more
detailed information of a user, including contact address, phone number, and etc.

Profile Information
The User Profiles tab displays data related to administrator-defined user profiles. This
tab contains two internal tabs: the Profile List, which exhibits user profiles entered into
the application and the tab Profile Data, which exhibits the data associated with a
specific profile.
In the Profile Data tab, the following fields are displayed:
• Description: the description of the current profile.

• Must change Password: indicates if the users that belong to the displayed profile
must change their password from time to time.
• Interval for changing password: indicates the number of days that a user associated
with the current profile can use the same password. After that limited number of days,
the Security Module forces the user to change their password.
• Audit Mode: indicates whether users of the selected profile are in Audit Mode or not.
[User Administration – Profile’s Data]
The User Profiles tab also contains four buttons to accomplish various profile operations.
The New Profile button will display the screen for adding a new profile. The users will
be able to assign a description of the profile, if users that belong to that profile are forced
or not to change passwords, the interval in days as to when a password change will be
required and whether the users of the selected profile are in audit mode. Note: the new

profile will be seen by all applications, but it won't have access to any options until the
security administrator gives its permissions.
[User Administration - New Profile]
The button Data Change displays the Profile Data tab. The Permissions button displays
the Permissions set for the current profile selected. The Delete Profile button removes
the profile and all associated information from the security database. Notice that the
profile will be eliminated for all applications.
Assigning permissions to a user or profile
The Permissions tab is used to grant or restrict access to items in the application for each
user, profile, or for a group of users through the profile. Notice that when the Users tab
is selected, additional buttons labeled: Apply; Restore and Restore from the Profile are
displayed. These buttons allow the administrator to apply a profile permission set, re-
apply a profile permission set, or restore a changed permission set, respectively.
When the tab User Profiles is selected, the buttons Apply, Restore and Update Users
are displayed.
To change the permissions of a user, the administrator first must select the user from the
list and then select which application form with which the administrator wants to work.
The List of Forms of all forms subject to administration will be available from all forms
and data modules in the application.

When selecting a different form/data module, the list of items will be updated
automatically. The administrator simply needs to click in the icon beside each item to
grant or restrict the user's access. There are three possible types of access permission:
Enabled, Visible but Disabled and Invisible
NOTE: Right Click the mouse button to access the menu for fast configuration. See the
illustration to visualize the commands of the menu.
[User Administration - Permissions]

After attributing the permissions to the user, the administrator MUST click the Apply
button to store the user’s security information in the security database.
IMPORTANT: If the administrator changes the form or changes the current user without clicking
the Apply button first, all changes will be lost.
To cancel all changed attributes and restore the user's original settings, the Administrator
may press the Restore button. Note: the Restore button will only have an effect if the
administrator has not yet clicked the Apply button.
NOTE: If you do not assign access to a parent object, then all child objects will not be
accessible no matter what permission you assign to them.
Restoring the user's permissions starting from the profile

The administrator may, at any time restore a user's attributes starting from the profile for
which the user belongs. This is done by clicking on the button: Restore from the Profile.
The security module will copy all the attributes of the profile to the user, even if the
administrator has clicked the Apply button.
Copying the profile’s permissions for the users

After applying a profile's permissions, the administrator can copy the configuration of the
profile for other users. To do this, just click the Update Users button. All of the
configurations of the profile will be copied to the users of that profile, overriding all user
configurations that belong to the profile.
Displaying Audit Information
Login Activities of the Users
With this tab the administrator can view the Login/Logout information of all application
users it is possible to limit the amount of information displayed by specifying restricted
From and To dates.

[Audit - User Login Activity]
The administrator may also select from a list of users for whom access will be displayed.
Activities of the Users
In the tab User Activities, the administrator may display indicators of what the user has
been doing in the application, like the components they have manipulated and the values
they have inserted, modified, or deleted. The administrator has the ability to filter the data
by selecting the form or data module, and the user of interest. It is also possible to filter
the data for a specific date range
[Audit - User Activities]

Component Utilization
The Component Utilization tab allows the administrator to view the pattern of access by
specific form, data modules, or registered components. This allows the administrator to
identify all users that used a given component during a specified date period.
[Audit - Component Utilization]
Current Users
This tab shows a list of the current users that are connected to the application. Click on
the button Refresh User List to update the list.
[Audit - Current Users of the application]
Adjusting parameters of the application in general

Some parameters of the application can be configured by the security administrator. It
gives more flexibility to the administrator.
• Time Out (in minutes): specifies the time in minutes the application can be idle
(without the user using it). Passing the time specified, the login screen will be
executed again.
• Maximum number of login attempts: this value overrides the value that is
configured by the developer in design time.
• Disable user after exceeding login attempts: this component disables the users’
access after N attempts of login without success. In other words, the user won’t be
able to use the application until the security administrator gives him permission again
• Maximum number of days without using the application: If the user does not use
the application during N days or more, this user won’t be able to use the application
again until the security administrator gives him permission.
• Maximum number of passwords in the “Password History”: The component keeps
the history of N password to avoid the users to repeat them until reach the specified
limit. A password can also be only repeated after it reaches the position of Nnd older
password
• Allows multiple logins for a same user name: The component can prevent that a
same user name be used to enter in the application more than once at a same time. The
standard configuration does not allow this behavior.

NTFS And User Rights and Permissions
This document will list off all of the User Rights and Permissions needed for installation,
configuration and day to day usage of each TourTrax Component.
Installation
On installation the user must be logged in as an Administrator to allow the Installation program to
add values to the “HKEY_LOCAL_MACHINE” hive in the registry. Additionally, some
required files are placed on the machine’s C:\Windows\System32 folder.
Setting information is stored in the main TourTrax application folders and sub-folders. These
files are located in “C:\Program Files\TourTrax” by default. For best performance, The NTFS
permissions for this folder and all subfolders must be configured with full access, for all users.
Setup
Download Guardian
The Download Guardian has a Permissions area that needs to be configured by an administrator.
In the Permissions area the Administrator can assign Network Users and Groups and give them
access to shut down the Download Guardian, and to make modifications to the DG settings.
The Download Guardian also stores some downloaded data in a folder called “DGFiles” that is
located in the “C:\DGFiles” directory.. For best performance, The NTFS permissions for this
folder must be configured with full access for all users.
Server
The TourTrax Server stores data in 2 folders that are located on the root of the C drive by default.
These folders are: “C:\ServerDownloads” and “C:\ServerLink” by default. For best
performance, The NTFS permissions for this folder must be configured with full access for all
users.
Client
The TourTrax Client will store data in the ClientLink folder that is located at: “C:\ClientLink”
by default. For best performance, The NTFS permissions for this folder must be configured with
full access for all users.
Control Panel
The control panel is where all of the above mentioned folder settings are set. It is also where you
will find the connection settings for the server. If you want to allow the client to have access to
making changes to these paths and connection information then they will need to have access to
the control panel. This is typically set up by the Administrator during initial setup and then not
changed after that so normal access to this area is not needed.

Recommended Training Overview
The TourTrax Patrol & Incident Reporting System is a sophisticated Documentation tool
designed to be user friendly and offer many benefits to Security Management and Field
Staff alike. The following is a recommended Training Overview to be used as a Guide to
ensure effective use of the system.
Officer Training
- Hardware
o Data Probes (Wands)
o Downloaders
o iButtons
o Incident Wallet
- Tour Procedures
o Patrol Officer Identification/”Signing in”
o Reading Start Buttons
o Reading Checkpoints
o Proper Read Tones (indication a button is read)
o Time Intervals (if used at site)
o Sequential (if used at site)
o Logging off the Data Probe
- Using the Incident Wallet

o Overview of the Incident Wallet
o Listed Incident/Event Codes
o How to enter Events/ Referenced values
- Downloading
o Overview of the Download Guardian
o Downloading Data Probes

Supervisor Training
- TourTrax System Architecture

o 3-Tier Design
o TCP/IP Protocol
o Determining IP Addresses
o Date/Time Format
o Folders Required
- TourTrax Server Software

o Server Overview
o First Time Setup
o Changing Databases
o Service of Server
o Backing up the Database
- TourTrax Client Software

o Client Overview
o Main Window
Download List
• Date Filtering
Quick Report Window
• Filtering reports
• Printing Reports
• Saving Reports
• Emailing Reports
o Changing Client Interface
o Adding Data Probes
Programming a Data Probe
o Adding Patrol Officers
o Client, Facility, Site Overview
Why 3 levels
Adding Records
Address Tab
Contacts Tab
Linked Files Tab
Checkpoints Tab
• Adding Checkpoints
• Learn Mode
o When to use it
o ‘The Global Bucket’
Employees Tab
o Event Tracking
Incident Wallets
3-level Event Tracking
Event Sets
Events

Category, Sub-Category, Type
o Tour Builder
Tour Types
• Sequential
• Timed
o Time and Grace
• Random
Multi-Site Tours
Creating a Tour
Rearranging Checkpoint Sequence (only important for
sequential tours)
o Lost and Found
Quickly Identifying Checkpoint
o Report Designer
Designer Overview (not into details)
- TourTrax Download Guardian

o Overview
o Settings
o Download Folders
o Download Guardian Service.
o Permissions
o MDTU Utility

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Table of Contents

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Guardus G3/G3v8- These probes are roughly tube-shaped,

Guardus G7 Data Probes- similar in structure to the G3 wands,

PES Data Probes- These probes are small, and tube-shaped,

ProxiGuard Data probes- These probes are small, blue, and

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This is an iButton that is typically attached to a Security Officer’s ID

Checkpoints & Mounts

iButtons- These checkpoints are the most common.

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Tour Start Buttons

Download-i Desktop Downloader

Another type of download-i device is the DLi-NET. This

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USB Cable-Style Downloaders

Designed to work with the Guardus G3/G3v8, and G7

These downloaders are similar to the Download-I’s in terms of

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Software Client Software Downloading a

Place TourTrax Go through

Select Install NETWORK

SINGLE Call Tech Support

Select Full Install Add Sites

Clicking Next until Download

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TourTrax Server Configuration

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Installing and Changing a Database

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The Data Link Properties window will be opened as shown below.

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The Client Configuration

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1. Type in your login information and click the Ok button.

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How to Add Data Probes

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6. Click on “Save” button.

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Adding Incident Wallets (PES and Guardus Desktop Downloaders)

Adding an Incident Wallet to your TourTrax installation is a multi-step process.

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Method 1- Manual Entry

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Adding an Incident Wallet to your TourTrax installation is a multi-step process.

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Click on Save Incident Wallet to save.

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To create these Events:

1.) Log in to the TourTrax Client.