Thin Client Operation Instructions
Below are instructions for how to operate the UnityIS thin client. This guide will demonstrate the following: I. Configuring Your Operator Settings II. Adding Personnel Records III. Deleting Personnel Records IV. Configuring Access Levels V. Configuring Time Schedules VI. Configuring Holidays VII. Door Control VIII. Generating Reports
Introduction to the Home Screen
Once you access the thin client, you will see four categories of modules as listed below (See Figure 1).
- Date/Time - This goes to the Event Manager
- Alarms - This takes you to your Alarm Manager.
- Drivers - This shows you your drivers, tells you the address, computer name, type, description, and status.
- Operator Settings - This brings you to your Operator Settings and is where you create operators.
- Access Control
- Personnel Manager - This brings you to the Personnel Manager, where you can add, modify, or delete personnel records.
- Access Levels - This is where you add Access Levels. The ability to create or modify ACRGs (Access Control Reader Groups) is not supported in the thin client. You can only assign ACRGs in the thin client.
- Time Schedules - This is where you create time schedules.
- Holidays - This is where you create your holidays.
- Event Manager - This is where you access your Event Manager.
- Door Control - This is where you control your doors (lock, unlock, or momentarily unlock).
- Report Manager - This is where you run various reports.
I. Configuring Your Operator Settings
The steps below will describe how to configure your operator settings.
- To access your operator settings, click on the Operator Settings icon. (See Figure 2)
- For each operator, enter the name of the operator and password. From the appropriate dropdown menu, select a profile and select the appropriate authentication. Click "Save".
NOTE: Only an operator with the "ADMIN" profile will be able to edit other operator profiles. (See Figure 3) Figure 3
II. Adding Personnel Records
- Navigate to the Personnel Manager by clicking on the Personnel Manager icon. (See Figure 4)
- In Personnel Manager, click "Add New Record". (See Figure 5)
- Enter a First Name, Last Name, and Card #1. Set the Activate Date and Expiration Date. If necessary, set the PIN or add a second card in the Card #2 field. (See Figure 6)
- Next, we will need to assign access levels. Click on the "Access Levels" tab and click on "Edit Assigned Access Levels". (See Figure 7)
- Select the Controller Group with the Access Level(s) that you wish to assign from the list. Click "Next". (See Figure 8)
- Select the Access Level(s) that you wish to assign and/or remove from the Permanent Access Levels list and/or the Temporary Access Levels list. Click "Next". (See Figure 9)
- If you wish, you may add any additional employee information. Click the "Employee Info" tab and enter the relevant information you wish to add. (See Figure 10)
- Click the "Save" button. (See Figure 11)
III. Deleting Personnel Records
- Navigate to the Personnel Manager by clicking on the Personnel Manager icon. (See Figure 12)
- In Personnel Manager, click on the record you wish to delete. (See Figure 13)
- Click on "Delete". (See Figure 14)
- You will receive a message asking if you are sure you want to delete this personnel record. Click "Yes". (See Figure 15)
IV. Configuring Access Levels
- Click on the "Access Levels" icon. (See Figure 16)
- Select a controller group from the list. (See Figure 17)
- Select an Access level that you wish to edit. Click "Next". (See Figure 18)
- Select a time schedule from the Time Schedule drop-down menu. Add or remove your Access Control Reader Groups as necessary to the Access level. Click "Save". (See Figure 19)
V. Configuring Time Schedules
- Click on the "Time Schedules" icon. (See Figure 20)
- Select your Controller Group and Time Schedule. For each interval, enter a start time (in military time), end time (in military time), and select the appropriate days of the week and holidays. (See Figure 21)
Note: By default, Time Schedule 1 (Always) and Time Schedule 2 (working hours on Mondays through Fridays from 8:00 a.m. to 5:00 p.m.) are created in the system. IMRON suggests that Time Schedule 1 NOT be modified by the user and left as an "Always" schedule to grant complete access. Figure 21
- After you have made your changes, click the "Save" button. (See Figure 22)
VI. Configuring Holidays
- To manage your Holidays schedule, click on the "Holidays" icon. (See Figure 23)
- Click on the appropriate controller group. Enter the Holiday Description, Start Date, Stop Date, and check the boxes for H1 through H8 depending on the Holiday type. Click the "Save" button. (See Figure 24)
Note: Up to eight (8) Holiday types are available to be assigned to the holiday. The holiday will not become active until the desired holiday type check box has been selected. Once the check box has been selected, the holiday will be an active holiday for all time schedules with the exception of those times schedules that have had the Holiday type selected on the time schedule. When a holiday becomes active, the system will automatically ignore any unlock schedules that normally take place allowing the doors to remain locked. Figure 24
VII. Door Control
- Navigate to Door Control by clicking in the on the "Door Control" module. You can view the "Status" and/or send door "Commands". To send a door "Command", please complete the following: (See Figure 25)
- Find the door (you can use the search tool).
- Send the desired command: Unlock, Lock or Momentarily Unlock.
Note: If you see the door but do not see a "Status" or any of the commands button, then this indicates that the controller is offline. Figure 25
VIII. Generating Reports
- Click on the Report Manager module. (See Figure 26)
- Select the type of report you wish to generate from the following categories:
a. Access Control Reports - includes:
- Access Level Descriptions
- Access Levels
- Readers by Time Schedule
- Time Schedules
b. Personnel Manager Reports - includes:
- Access Control Detailed Information
- Access Control Employee Information
- Access Control Information
- Access Levels by Reader
- Card Type by Employee
- Company with Photo
- Departments and Custom1
- Last Used and Expiration Information
- Muster Report by Area
- Muster Report by Company with Department
- Template by Employee with Access Levels
- Template by Employee
c. Event Manager Reports
- History - Access
- History - Acknowledged Alarms
- History - Audits
- History - Events
d. Other Reports
- Controller Groups
- Event Descriptions
- Triggers and Macros
- For each category you select, you may need to select some pertinent information such as controller group or date range. Each category may have different pertinent information and the information you can specify will differ based on what you are attempting to generate a report for.
- Click "Generate Report".