Professional Documents
Culture Documents
07
Graphical Management System
800 030 038 Version 1.0 3/12/2010 © 2010 Pacom Systems Pty Ltd
© 2010 Pacom Systems All Rights Reserved
No parts of this work may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means
without the prior written consent of Pacom Systems Pty Ltd.
Trademarks
All trademarks, brand and product names are property of their respective owners.
Pacom System Pty Ltd makes no warranty of any kind with regard to this product, including, but not limited to, the implied warranties of merchantibility and
fitness for a particular purpose. Pacom Systems Pty Ltd shall not be liable for errors contained herein or for incidental consequential damages in connection
with the furnishing, performance, or use of this product.
This document contains proprietary information and is protected by copyright. The information contained within this document is subject to change without
notice.
GMS Web Client - Operator Guide
Table of Contents
..............................................................................................................................5
Introduction
Chapter 1: Using the .........................................................................................................8
GMS Web Client
Logging On/Off
...........................................................................................................................................9
Searching and Viewing Existing Cards/Cardholders
...........................................................................................................................................11
Creating New Cards/Cardholders
...........................................................................................................................................13
Capturing Cardholder Images
.........................................................................................................................................15
Creating and Printing ID Cards
.........................................................................................................................................16
Assigning Access Levels
...........................................................................................................................................17
Assigning Temporary Access Levels
.........................................................................................................................................20
Performing Common Card Management Tasks
...........................................................................................................................................21
Generating Card/Cardholder Reports
...........................................................................................................................................22
Sending Commands to Readers
...........................................................................................................................................24
Using the Calendar Picker
...........................................................................................................................................25
Special Features
...........................................................................................................................................26
Internet Browser Security Settings
...........................................................................................................................................28
Index.........................................................................................................................29
Table of Contents | 3
blank page
GMS Web Client - Operator Guide
Introduction
The GMS Web Client provides a simplified access control management module that can be operated using Internet
browser software.
Note: This documentation refers to Mozilla Firefox 3.5 and Microsoft Internet Explorer 7.0 browsers. The
GMS Web Client may work with other browsers, however, they are not officially supported.
It is assumed that you are familiar with card management and access control functions in GMS. As such,
this document does not fully detail card management operations as they are identical or very similar to
GMS card management functions.
Note: For GMS Web Client installation and configuration instructions, refer to the GMS Installation Guide.
Introduction | 5
blank page
GMS Web Client - Operator Guide
Chapter 1
Using the GMS Web Client
7
GMS Web Client - Operator Guide
Note: If operator partitioning has been enabled in GMS, the cards and readers you can access using the
Web Client is dependent on what your particular operator partition allows you to view. This also affects
search results and the total number of cards value, where only cards you are allowed to access are shown
(see Configuring GMS - Administrator Guide, Configuring GMS Operators).
Logging On/Off
The GMS Web Client supports normal GMS authentication to maintain security. Only GMS users can log on to the Web
Client and, if your GMS user ID is set to be valid only during certain times of the day, this also applies to the Web
Client.
The maximum number of simultaneous GMS Web Client connections allowed is controlled by the GMS license. The
system monitors the number of sessions in use and will only allow users to log on if the number of current users is
less than the licensed maximum. As soon as a user session is terminated, the license allows for another session to
start.
A session terminates when you click Logout in the main page of the application.
A session terminates automatically if you leave the Web Client inactive for a certain period of time. The timer
has a default value of 20 minutes and can be configured as a property of the web application in IIS.
If you do not click Logout, but close the browser, the session may terminate instantly or only when the
inactivity timer expires, depending on the type and version of browser.
Note: GMS must be running in order to use the GMS Web Client.
1. Open a web browser and enter the GMS Web Client web address. For example, "http://server/GMSWebClient/".
2. Enter your user name and password in the User Name and Password fields respectively, as required by the
current GMS configuration (that is, using initials, user name or full name).
3. Click Login. The Card Search page displays.
Note: If you are logged on, but are inactive for 20 minutes (configurable in IIS), you will be automatically
logged off.
Note : '%' is a wildcard representing any number of characters; '_' represents as single character.
Note: If operator partitioning has been enabled in GMS, the cards and readers you can access using the
Web Client is dependent on what your particular operator partition allows you to view. This also affects
search results and the total number of cards value, where only cards you are allowed to access are shown
(see Configuring GMS - Administrator Guide, Configuring GMS Operators).
Performing a Search
To perform a cardholder search, proceed as follows:
1. In the main GMS Web Client browser window, Web Client region, click Card Search. The Card Search page
opens.
2. Specify the search criteria using the available fields. You can use any combination of fields as search criteria,
with each criteria being additional filters. That is, search results will have cards that satisfy every selected
condition. For example, all cardholders with a surname containing "son", plus a card number starting with "3"
and having a user type of "ATM". Any fields left blank are ignored from the search filter.
Note: You need to enable the checkbox next to the relevant fields to activate them for selection or editing.
3. Click Search. The search results are displayed in the same window along with general card and cardholder
details (name, department and card status).
To move between search result lists click (forward one page), (back on page), (go to last page) and (go
to first page).
Note: Internet Explorer may display a dialog box regarding the Information Bar and pop-up security
issues each time you want to view or access card details. To remedy this, see Internet Browser Security
Settings 28 .
You can delete cards from search result lists (see Performing Common Card Management Tasks 21 ).
You can generate transaction reports from search result lists (see Generating Card/Cardholder Reports 22 ).
2. Enter the relevant details as required. To add an image for the cardholder, see Capturing Cardholder Images 15
.
3. Click the Card Details tab.
Note: The minimum information required is Card No, Issue No, Facility Code and Printed Number.
4. Enter the relevant details and validity dates of the card as required.
5. Enable any user flag options if required.
6. If any User Defined tab fields are used within GMS and are set to be visible, they are available in the GMS Web
Client. Enter details as required.
7. In the Web Client region click Card Access. The Access Level - Card - New page opens. See Assigning Access
Levels 17 .
Note: You must assign access levels before you can save the card.
Note: A card must be created and saved before you can assign an image to it.
To access the image capture feature, display a card/cardholder record in the Card and Holder Details page, then
Note: In order to use live video capture, ensure that the Internet browser is set up correctly (see Internet
Browser Security Settings 28 .
Capturing Images
To capture an image from an image file, proceed as follows:
1. In the Upload Image File dialog box, click Browse. The Windows Choose File dialog box opens, where you can
browse and select the required image file (GIF, JPG or PNG formats). After selecting the image file click Open.
2. In the Upload Image File dialog box, click Upload. The image appears in the Card and Holder Details page for
the cardholder.
3. Click Save Card.
To capture a live picture from an attached video device (for example, a web-cam or digital camera), proceed as
follows:
1. In the Upload Image File dialog box, click Start. The preview window shows the image.
Note: The first time you begin using a video device, the Video Source dialog box opens. In this dialog box,
from the Select a Video Device list select the device to capture images from, then click OK.
2. Click Capture to freeze the preview and create an image from it.
3. Click Upload. The image appears in the Card and Holder Details page for the cardholder.
4. Click Save Card.
Note: You need Adobe Acrobat Reader installed to see the preview. This software is freely available.
Note: If GMS has been configured to allow multiple access for cards, you will be able to assign up to eight
different Global Access Groups (GAGs) and Floor Access Groups (FAGs) to a card.
Complex systems may involve large numbers of different access level options (GAGs, FAGs, etc) for cards.
The total number of available access level options can be limited to make selections easier (see Limiting
the Number of Displayed Access Items 26 ).
Note: For new cards the Readers Access tab Currently Assigned GAG region will be empty.
2. To assign a Global Access Group (GAG), select one from the Available GAGs list, then click Assign. The GAG is
added to the Currently Assigned GAG region, showing the selected GAG and its contents. A cardholder can be
assigned one GAG only.
3. To add a Global Reader Group (GRG), select one from the Available GRGs list, then click Add GRG. The GRG is
added to the Currently Assigned GAG region, beneath the existing GAG. To add another GRG, select one from
the list, then click Add GRG.
Note: Before you assign a GAG or GRG, you can view its contents by clicking Preview next to the
relevant list The contents are displayed in a dialog box, showing the related GRGs (when previewing a
GAG), sites, readers and time schedules (time zones). You can assign a GAG/GRG from this dialog box
using by clicking Assign.
If you have performed a GAG/GRG search to determine the displayed options in the Available GAGs and
Available GRGs lists, you can revert the lists back to their unfiltered options by clicking Reset.
To remove a GRG from the cardholder, select it from the GRG to Remove list, then click Remove GRG.
Note: To view the settings for a time schedule, select it in the Time Zones list, then click Preview.
4. Click Add Reader. The reader is added to the Currently Assigned GAG region.
Note: GMS must be set up to allow multiple GAGs to be assigned to cardholder (see Configuring GMS -
Administrator Guide, Allowing Multiple GAG Access).
When multiple GAGs are enabled, additional controls appear in the Access Level tab.
Each GAG is referred to as a 'Configuration Set'. To assign multiple GAGs (Configurations Sets), proceed as follows:
1. Select a GAG from the Available GAGs list.
Note: The Configuration Set field shows '1', indicating it is the first GAG.
2. Click Assign.
3. Click next to the Configuration Set field to assign the second GAG. The field shows '2'.
4. Select the next GAG and assign it.
To remove a GAG, click or until it is displayed in the Configuration Set field, then click .
Each GAG will appear for each Configuration Set.
After assigning reader access click Save Card, then click Download for the settings to take effect.
2. Assign floors in the same fashion as reader access (see Assigning Reader Access 17 ).
After assigning floor access click Save Card.
Note: You can filter floor access options in the same fashion as below using FAG/FAL Search in the
Floor Access tab. When searching for a FAL, the application uses the currently selected site from the
Available Sites list.
2. Select the filter criteria as required. For example, only GAGs beginning with the letter B, any GRGs for sites 1
and 2 with reader 1 during normal working hours.
Note: You can use SQL wildcards in the search criteria fields (see Searching and Viewing Existing Cards/
Cardholders 11 ).
3. Click Search.
After a search is complete, the results become available in the Available GAGs and Available GRGs lists. You can
then:
Click Clear to reset the search fields to default values.
Click Set as default to make the search results the default options in the Available GAGs and Available
GRGs lists.
2. In the To field next to Temporary Access Valid From, select the end date for the access period (see Using the
Calendar 25 ). The start date defaults to the current date.
3. Click the Temporary Readers Access tab and select the readers to apply the access to (see Assigning Access
Levels 17 ).
4. Click the Temporary Floors Access tab and select the floors to apply the access to (see Assigning Access
Levels 17 ).
5. Click Save Card to save and apply your changes.
2. Enter the report criteria details in the appropriate fields as required. For example, a date range, site range, card
number range, etc.
Note: The GMS Time option bases the report on the GMS time stamp in the transaction log (the time the
event data was received by GMS). The Controller Time option bases the report on the local Controller
time stamp in the transaction log (the time the event occurred in the Controller). The report always shows
both GMS and Controller times and dates.
Control Description
Import Last Search Criteria Populates the transaction report criteria fields with the values used in the last
search made in the Card Search page (see Searching and Viewing Existing
Cards/Cardholders 11 ). This enables you to easily transfer your searches
directly into reports without having to re-enter values.
Reset Fields Clears any previous report criteria fields and restores the default values.
Include all criteria in the Enable to include extra information in the report header, listing the report
report criteria.
When disabled, only the start and end site numbers, dates and times are
included into the generated report.
You can also create transaction reports directly from search result shown in the Card Search page. To do so, proceed
as follows:
3. Click next to Transaction Report for selected cards. The Transaction Reports page opens with the
selected cards loaded.
4. Specify and generate the report as above.
Icon Description
The reader is in its normal state.
The reader is in a locked state.
The reader is in an unlocked state.
Note: Only readers that you have been assigned rapid access to are displayed. Rapid reader access is
configured by an administrator using GMS (see Configuring GMS - Administrator Guide, Configuring GMS
Operators).
2. Click the reader you want to send a command to. The Reader Command panel appears.
Note: Refer to the GMS Operator and Administrator guides for further information about configuring card
readers and assigning reader access to operators.
Click the required month. The calendar picker returns to showing days for the selected month.
Changing the Year
To change the year when the calendar picker is showing months for the current year, click or .
-or-
Click the [year] display at the top of the calendar picker. The calendar changes to years for the current decade.
Click the required year. The calendar picker returns to showing months for the selected year.
To change the decade when the calendar picker is showing years of the current decade, click or .
Changing the Date
To change the date in the displayed month and year, click it.
Special Features
The GMS Web Client supports a number of specialized features, such as page header customization and additional
operator partitioning.
Note: If, due to a defined limit, the number of displayed items is less the the available number of items, a
'!' is shown next to the list label.
The value parameter is the maximum number of access items to display in the list. That is, in the above
examples, the first 1000 access levels will display.
3. Save the web.config file.
4. Log off the GMS Web Client, then log on again. The settings will now take effect.
Note: The standard header image size is: 970 pixels wide and 76 pixels high at 96dpi resolution.
2. Place the graphic in the Images folder in your web virtual directory. To keep the original image, save it with a
different name.
3. Open the Web Client to see the new image.
Reader Access
Index Cardholder, assigning to 17
Temporary, assigning 20
-A- Report
Standard, generating 22
Access
Transaction, generating 22
Items, limiting display of 26
Reader, granting 24
Access, -S-
Filtering, options 17 Search
Floor, assigning temporary 20 Syntax, cardolders 11
Floor, assigning to cardholders 17 Site
GAG, assigning to cardholders 17 Range filtering, advanced 26
Reader, assigning temporary 20 Standard
Reader, assigning to cardholders 17 Report, generating 22
Searching, options 17
-T-
-C- Transaction
Calendar Picker Report, generating 22
Using 25
Card (Access) -W-
Deleting 21 Web Client
Search results, deleting from 21 Header, customizing 26
Cardholder Log on/off 9
Access, floor assigning 17
Access, GAG assigning 17
Access, reader assigning 17
Creating, new 13
Deleting 21
ID card (badge), printing 16
Image, capturing (badging) 15
Searching 11
Temporary access, assigning 20
Command
Reader, sending 24
-F-
Floor Access
Cardholder, assigning to 17
Temporary, assigning 20
-G-
GAG
Cardholder, assigning multiple 17
Cardholder, assigning to 17
-I-
Internet Explorer
Settings, recommended 28
-R-
Reader
Access, granting 24
Commands, sending to 24
Locking 24
Unlocking 24
Index | 29