NESS IS2000 Access Control System Express Set-up Guide
Below you will find brief information for Access Control System IS2000. This guide provides a simple way to set up and program a basic access control system including adding controllers, readers, doors and card holders. You will also learn how to configure time schedules, holidays, and access levels. The guide is intended for Ness technicians and installers.
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IS2000
Express Set-up Guide
A condensed summary and installation guide for the initial programming, set-up procedures and tasks required for implementation of a Ness Card Access Control System.
Document Release/Rev Date: October 2008
Ness
Sydney (Head Office)
4/167 Prospect Hwy
Seven Hills,
NSW, Australia, 2147
Phone +61 2 8825 9222 email
Sydney
4/167 Prospect Highway
Seven Hills NSW Australia 2147
Phone: 61 2 8825 9222
Fax (Sales): 02 9674 2520 [email protected]
Melbourne
24 Terracotta Drive
Blackburn VIC 3130
Phone: 03 9875 6400
Fax: 03 9875 6422 [email protected]
Brisbane
Unit 3A / 471 Lytton Road
Morningside QLD 4170
Phone: 07 3399 4910
Fax: 07 3217 9711 [email protected]
Perth
Unit 1/567 Newcastle Street
West Perth WA 6005
Phone: 08 9328 2511
Fax: 08 9227 7073 [email protected]
Adelaide
Unit 1 / 22 Ware Street
Thebarton SA 5031
Phone: 08 8152 0000
Fax: 08 8152 0100 [email protected]
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IS2000
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Table of Contents
This Table of Contents (and document) is arranged chronologically by the installation and programming sequence of tasks and set-up steps for the IS2000 software as it relates to a basic access control system.
Table of Contents
Page
3-4
Initial Software Installation
Starting the Software Installation
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
Item #
1.
Topic
Full Install Option
2.
3.
4.
5.
6.
7.
8.
Set-up-Wizard
System Name
Server or Client Option
Database Disclaimer
Software License acceptance
Default Program Address
Program Installation Start
Set-up Wizard is Installing
License Key Type
Dongle Wizard Instructions
Dongle Wizard Instructions
OS Detecting Dongle
OS Installing Dongle Driver
IS2000 Software Upgrade
IS2000 Icon on Desktop
Wizard Finishes Dongle Process
Default Event Manager Screen
8
8
8
8
7
7
8
IS2000 Software Installation Finished 9
9
9
9
Page
5
5
6
6
6
6
7
7
Software & Hardware Programming
Hardware Communication Set-up
Item # Topic
20. Navigation Bar – Hardware Manger
21.
22.
22.
22b.
Unlocking Padlock for Edits
Add a Driver
Add a Controller
Start the Driver
Driver Status 22c.
A-D SCP Hardware LAN Set-up
AA-BB Ness IP Series (Edge, V2000, V1000)
LAN Set-up
23.
24.
25.
Adding Controllers
Auto Controller search Set-up
Controller Hardware tree
Adding Sub-Controllers
Item # Topic
26.
27.
Adding Sub-Controller in Tree
Auto Search for Sub-Controllers
28.
29.
30.
31.
Auto Search in Progress
Sub-Controller Found & Added
Sub-Controllers in Status Screen
About Addressing Sub-Controllers
Page
10
10
10
11
11
11
12
13
14
14
14
Page
15
15
15
15
16
16
Hardware Manager – Door Properties
Item # Topic
33.
34.
35.
Door Contact Properties
Reader Definitions
Reader Properties
Page
17
17
18
Time Zones & Daylight Saving
Item #
36.
Topic
GMT Offset settings
Card & Fob Format Set-up
Page
18
Item # Topic
Card Formats – Bits and Facility Codes
Item # Topic
37.
38.
39.
40.
41.
42.
Page
19
Event Manager Exercise
See Card Bit Info in Event Mngr
Mini Event Manager Screen
Page
19
19
20
Hardware Mngr & Event Mngr Screen 20
Card Format in Properties 20
Card Format Window 20
43.
44.
45.
Format Library- Select Format
See Facility Info in Event Mngr
Format Tab – Edit Facility Code
21
21
21
Ness IP Series Card Format Files
46. Ness IP Series (VertX) Card Formats 22
47. Card Format Window 22
48.
49.
Creating Card Format file
Programming Card Formats
22
22
Set-up of Access Levels
Item # Topic
51.
52.
Access Levels Module Button
Readers and Reader Groups
53.
54.
Page
23
23
Associate All Readers to Level 1 23
Putting Readers or Groups in Levels 24
Set-up of Time Schedules & Holidays
Item # Topic
55.
56.
Time Schedule Module Button
Time Schedule Window
57. Time Schedules & Holidays
58 & 59. Time Schedules & Holidays
Loading Cards & Fobs
Page
24
24
25
26
Item #
60.
Topic
Personnel Manager Button
61.
62.
Personnel Manager Window
Add, Edit, Delete Record
63.
64.
65.
66.
84.
Name and Card Number
Adding Access Levels to Record
Page
27
27
27
27
28
Select Access Level from List 28
Access Levels Window shows Level 28
Save the Record 29
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IS2000
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Downloads & Resets Helpful Hints & Information
Item # Topic Page
Back-ups & Archiving
68.
69.
Performing Downloads in Modules
Performing Controller Resets
29
29
Item # Topic
87. Completing Resets 30
71. Data File Back-Up
Congratulations
Item # Topic Page
73. Archiving
Graphics & Photos
70. Basic Set-up Completed 29
Item #
74.
Topic
Card Holder Pictures
75. Floor Plans and Drawings
Point Status & Control
Item # Topic
76.
77.
Point Status Module & Control
Event Manager - Status Control
Configuration Window
Page
30
30
Page
31
32
Page
32
32
Item # Topic
78.
79.
Configuration Window Access
Operator Auto Logon Settings
Server & Client Workstations
Item #
80.
Topic
Server & Client Settings
Reports
Page
33
33
Page
34
Item #
81.
Topic
Accessing Report
82.
83.
87.
History Report
Asterisk
Trace History in Personnel Mngr.
Auto Unlock Schedule
Page
35
35
35
36
Item #
88.
Topic
Auto-unlock Schedule for Doors
89.
Page
37
Associate Readers with Secured Area 37
Data Importing
Item #
92.
Topic
Excel List of Employees
94.
95.
Save List as a CSV file
Import Utility Settings
96.
97.
Import Utility Populated
Import Utility Associations
Help & About IS2000
Page
38
38
39
39
40
Item # Topic
98.
99.
100.
Using IS2000 Help Files
Technical Support Phone Numbers
Page
40
40
About IS2000 - License Information 41
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IS2000
- Express Set-up Guide
The following instructions will guide you through the basic set-up of your IS2000 system. More
Additionally, many system set-up tools are provided in the Utilities section on the main advanced feature set-up help can be found in the main Administration & Operator Guide
(AOG.pdf) located on the IS2000 Installation
Disk in the Documentation section on the menu window. It is highly recommended that this AOG document be copied from the disk to the customer’s desktop for future reference. We recommend that you copy the file over before proceeding with the Full Install option.
IS2000 can support APC, SCP and VertX (Ness
IP Access) controllers. menu window. If the system’s controller(s) will be connected to the server/computer via the network rather than by a direct RS-232 serial connection, then copy the file titled
“Controller_Discovery.exe” to the desktop as well. This utility will be covered later in this document.
Note: This guide uses the SCP Hardware
Platform as the example hardware to connect to and program however, our other existing hardware platforms will follow the same procedures and set-up guide lines.
Important:
This set-up guide is an instructional and technical installation document and is not intended for use by the end-user / customer.
Starting the Software Installation
1.
To start the installation, insert the
IS2000 disk and select the ‘Full Install’ option when you see the menu screen.
2.
This next screen to appear will be the
Set-up Wizard screen. Select the ‘Next’ button.
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3.
Next, enter a name for the system.
The customer’s name or a building location for example. Select the ‘Next’ button.
4.
Next, select the ‘Server’ option and then click on the ‘Next’ button. The ‘Client’ option is for additional workstation locations and that setup procedure will be covered in additional documentation.
5.
Important: Read the disclaimer regarding
MS Access databases. Your customer should be informed. Upgrading to MSDE or SQL can be accomplished later and is recommended for larger and active system.
6.
Next, select the ‘Accept’ option and then click the ‘Next’ button.
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7.
Accept the default address assignment for the software installation by clicking on the ‘Next’ button.
8.
Start the main program installation by clicking the ‘Install’ button.
9.
Allow the Set-up Wizard to install the program files.
10.
This window will allow for the set-up of the
Software License Key, also known as a
Dongle. Checkmark the ‘Install USB Dongle
Driver’ option and then click the install button at the bottom. NOTE: It is very important at this juncture to follow the screen instructions with regards to the installation requirements.
At this point the USB Dongle should NOT be installed / plugged into the computer.
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11.
The Dongle Wizard will remind you to remove the Dongle before proceeding with the installation process. Click on the ‘OK’ button.
14.
This Microsoft Hardware Wizard window should appear. Select ‘Install Automatically’ then ‘Next’.
12.
The Dongle Wizard will then instruct you when to install the USB Dongle into an available
USB port on the computer.
15.
Select ‘Finished’ when Wizard is finished.
13.
The MS Operating System should detect the Dongle. If not, try selecting a different USB port.
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16.
Select ‘Finish’. Congratulations you have successfully installed IS2000 on the computer.
Upgrade
There are regular updates released that sometimes do not make the Full Install file.
These are supplied as a “Upgrade file.
Once the full installation is complete then run the
“Upgrade” file.
18.
Look for the IS2000 Desktop Icon to launch the application and prepare for programming.
Double click on the icon to run the IS2000 program.
17.
Select “Upgrade” and follow the on screen prompts.
19.
The default screen that appears when launching IS2000 will be the Event Manager screen. Different log-in screens can be assigned to different Operators (See Profiles).
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Hardware Communication Set-up
20.
The upper section of the window is called the Module Navigation Bar. Select and click on the Hardware Module Button in the bar.
22.
You must first start add the “Software
Driver” for the hardware you wish to communicate to.
Right mouse click in the top left window and select “Edit”, then add “Driver”.
21.
The lower bar of icons is called the Tool
Bar. To perform changes and edits on the page, click on the Padlock icon to unlock the page.
With the padlock unlocked, a Properties section will appear in the lower left hand corner. The
Properties section will be covered later.
Select the driver you wish to add. Click on the
“+” to expand to see all choices for the category of driver you wish to add.
Select
“VertX/Edge” for all Ness IP
Access control Series.
(i.e. Edge Controller,
V2000 & V1000)
“SCP” for SCP Access controllers,
“APC” for APC Access controllers or
“ELK M1 Alarm Panel” for M1
Gold or M1 EZ8 panels.
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22b.
Once the driver is added then right mouse click on the Driver, select Driver
Commands / Start Driver and the Driver should start.
Before a controller can be programmed into the
IS2000 the IP Address must be known and must be set to the same range as the IS2000
Computers LAN setting.
To set controllers to communicate via TCP/IP you must first configure their IP Address
First you must know the IP Address of the controller and then set it to suit the IP range of the customer’s network.
22c.
Once the driver has started it will be seen in the Driver “status” window.
The following pages summarize how to configure the IP Address of the various controllers you are to use.
The following comments should be read in conjunction with the controller’s installation manual.
If the IP Address is known for the controller and it suits the IP range of the IS2000 computer then proceed to step 23 on page 14
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Hardware Set-up - SCP-2 Controllers
A.
To program an IP Address into a SCP controller, from an unknown IP setting, power the controller down and then select Dip Switch’s
S1-1 and 1-2 to ‘On’. (i.e. Switch them towards the centre of the board.). Then power up the controller. This sets the controller to a known fixed default IP address of 192.168.0.251.
You can then log into the controller using a Web
Browser via this now known IP Address.
C.
When the controller is reached it will prompt you for a user name and password. The default
Username = admin and Password = password.
B.
Open your browser and enter the IP
Address of 192.168.0.251. (Or if the IP Setting of the SCP controller is known, but needs to be changed to suit the IP range of the IS2000 computer, then enter the known IP Address into your web browser), then click on “Click Here to
Logon”
If the page responds with a Security certificate warning the click on “Continue to this website” a c b
D.
Once logged in click on “Network” (
a
) and then set the new Static IP Address that you wish to use to suit the customers network. Then click on Accept, (
b
) then Apply Settings (
c
). (Then
Apply Settings, reboot). The new IP is now set.
Make sure the DIP Switches are set back to all off, otherwise it will default your IP address back to 192.168.0.251.
(i.e. all 4 towards the edge of the board.)
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Hardware Set-up -
Ness IP Access Control Series
(Edge Controller, V2000, V1000)
Discovery Tool. – There is a utility tool that is available to scan your network to ‘find’ IP access controllers.
AA.
As default these controllers come from the factory set for DHCP. Therefore once you connect it to a DHCP assignable router it will be assigned an IP address for your to connect to.
1. “Controller Discovery Utility”. This utility will scan the LAN and display all SCP, APC and
Ness IP Series controllers on the LAN regardless of what IP range they are programmed to.
Alternatively you can use a cross over LAN cable and direct connect to the controller using a default IP of 169.254.242.121.
You can then click on “Configure” to access the
LAN settings.
Set you computer to this range and then using a web browser such as Internet Explorer (IE) enter
http://169.254.242.121/cgi-bin/setup.cgi?Type=basic
to access the network setup for that controller.
The system will prompt for a user name and password.
As default the
Username = admin with no password.
(some controllers maybe set with a password, if so use 123456)
(Handy Info – Another handy tool that maybe of use is a network monitoring tool such as
Look@Lan Re
http://www.lookatlan.com/
)
BB.
Once you are logged in you can then set a new static IP Address to suit the customers IP network.
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Setting controllers Online
Once the IP Address of the controller is set and it is of the same IP range as your IS2000 computer you can then program it into the
IS2000.
Once the scan is completed, select the
Controller you wish to add and then click on the
Green Tick Icon.
23.
With the driver running, right mouse click in the top left window of IS2000 and select “Edit”
/ “Add Controller”
24.
Select “Auto Setup” which will then have the IS2000 scan the network and provides a list of all Controllers it finds.
25.
Once the Controller is completely online and communicating properly, the Controller’s date and time will be displayed in the Status
Screen alone with the serial and module number.
(Note: In some instances when a controller is first added to the IS2000 it may be necessary to close and then reopen the IS2000 for the controller to come online.)
(Note: If connecting a Ness IP Series controller
(Edge / V2000 / V1000) then once connected to the IS2000 you cannot connect to it via its internal Web Server using a browser.)
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connected to the RS-485 bus before commencing. Click on the Auto Setup tab.
26.
Next, once the controller is online you can add sub controllers. With the module unlocked
Padlock unlocked), right mouse click on the top left hand window and select “Edit” / “”add Sub-
Controller”.
28.
The system will now hunt for any connected Sub-Controllers on the RS-485 bus connected to the main Controller.
a b
27.
In the New Sub Controller window, two tabs should be present, the Manual Setup tab and the Auto Setup tab. If you do not see the
Auto Setup tab, it will mean that communication between the server and your controller is interrupted and needs to be addressed. The
Manual Setup tab is useful for adding subcontrollers in an add-on scenario and for more experienced technicians, but it is recommended that the Auto Setup tab be used on all new installations to insure proper initial search and assignment results. All of your sub-controllers will need to be appropriately addressed and
29.
Once the Sub-Controllers (
a
) are located, click the Add Sub-Controllers button (
b
).
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30.
Now the Sub-Controllers will be populated in the Equipment Tree and their status will be displayed in the Controller Status Screen.
d b c e
32.
The first two digits (
a
) represent the address. The module type of the Sub-
Controller will display next to the address
(
b
) and the next green box with characters will represent the read type setting for each of the two card readers (
c
) which can be adjusted in the Properties section. The small green hashes under the main green bar represent the inputs (
d
) and outputs (
e
) of the board. The top row of hashes represents the status of Inputs. In this example the top row of hashes are for the door inputs and REX inputs for Door #1 &
#2. The lower row of hashes are for
Outputs and in this example they represent the status of the Door #1 & #2 lock relay output on the board. Green indicates a normal state while Red indicates an activated (flipped) state.
31.
The dipswitch setting and addressing of the Sub-Controllers in the field will be reflected here in the Status Screen. Address position 0 through 31 provide the 32 addresses of Sub-
Controllers that each Controller can manage.
(Note : This is identical for SCP, APC and V1000 controllers.
Ness Edge (single door controllers and V2000 2 door controllers will not have a sub controller search option)
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Door & Reader Properties
Remember to unlock the module (unlock the padlock) to edit Door and Reader properties.
a a c b b c
34.
As in the previous example where the
Door Contact was renamed, you will want to do the same for the rest of the devices as in the
33.
As you highlight each of the devices in the
Proximity Reader in this screen view Click on
Equipment Tree,(
a
) its associated properties the reader you wish to program, (
a
) then at the will be displayed at the bottom. (
b
). Click on the bottom Properties window, rename the
Description field (second column) in Properties
Description (
b
) to something meaningful for you section to give the device a name that will make and the user, such as Front Entrance Reader sense to you and the customer as you build the for example. system. These descriptions will populate through
In the Properties section, the second property out the system and also in the Event Manager in the list is Device (
c
). This is the type of screen. For example the defaulted name for the device that the system is viewing this item as first door contact is Door Contact. That name and it has certain properties and functionalities could be changed to Front Entrance Door associated with it that can perform differently in the system from other device types. While the
NOTE: All monitored points (inputs & contacts) device type can be changed, it is recommended are defaulted in the system to be Normally to maintain the defaulted Device type as well as
Open (N/O). ( c
) If contacts are to be used, then the rest of the default settings in Properties as you will need to change the value in the they pertain to each of the devices in the
Properties
Equipment Tree. For more information on the
Properties section items, you can however hold your mouse over each of the items in the first column and a short item explanation will appear.
More information is available in the AOG
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Document and these items are also covered in detail during Ness Training Classes.
Time Zones & Daylight Saving
c a a b
35.
If door contacts are to be used in the system then the following property adjustment is recommended.
a.
Highlight the Reader in the
Equipment Tree and proceed to the Properties section.
b.
Click on the Option box in the second column for
Reader Definitions. c.
Remove the checkmark for the item ‘Log all
access requests as used’. This change will
b
36.
After completing all desired edits of device descriptions and setting other preferences in the
Properties sections, there are a couple of other prompt the system to watch for the door status
(open, closed, propped, etc.) and log it in the
Event Manager and History as it relates to all other relationships with card use, alarms and
REX events. Make this change for each reader locations that will utilize door contacts for door position and status monitoring. If door contacts are not used in the installation then leave this option set to “Log all access requests to door used” items to check and alter if required.
a.
Once again highlight the Controller in the Equipment
Tree and then scroll down in the Properties section to the
b.
Daylight Saving and GMT
Offset settings. The values here are defaulted to the Pacific Time Zone and will need to be changed to reflect your specific time zone designation and Daylight Saving rule as to whether it is observed or not.
(Note: There will be different options for each
Model of controller connected to the IS2000 to configure the features supported by each controller. )
GMT Offset Examples:
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Bit Formats & Facility Codes
Example 2:
240984
87503
591109872094321
The next step in the set-up process is to program the Bit Format and Facility Code into the Controller.
Each card has a Bit Format that establishes the number of data positions that are stored on the card and can be queried by the Reader. For example, the card’s Bit Format might be 26 Bit, this would mean that there are a sequence of numbers on the card that might look like this in example 1:
The positions of 7, 8, 9, 10, & 11, (example 2) in the sequence would represent a returned value of 87503 as the card’s number. The Card
Format settings in the IS2000 System will tell the Reader what positions to look at (different
per manufacturer of cards and readers) and what to report back with.
Example 1:
24098487503591109872094321
(26 digits total)
Each number represents a position in the 26 bit sequence. The Reader is then instructed by the software and Controller (per Card Format settings) to look at the designated positions and then established that value in each position as the card’s unique code number.
Card & Fob Format Set-up for SCP
Controllers
Example 3:
240
984
87503
591109872094321
In addition to Bit Formats, most cards today have a Facility Code, (sometimes referred to as
a site code) which adds an additional number in front of the bit sequence and establishes an additional layer of security to the card and also increases the overall card population that can be produced by the manufacturers of cards. In the example 3 above, 240 is the Facility Code for this card. In the software the system can be programmed to ignore the Facility Code, however it is not recommended and decreases your system’s security level.
If you already know what your Facility Code and Bit Format are, you can proceed to Cards
Formats in the Hardware Manager screen however, it is a good idea to follow through with this following exercise to make sure the codes and formats are as you expected. The IS2000
Software will allow you to set-up up to 8 different card types (with different Bits and
Codes) in the system per Controller.
37.
Click on the Event Module button and proceed to the Event Manager screen.
38.
Present a card to a reader and then check the Event screen for information regarding the bit number. Your first card read should produce an event of Access Denied: Invalid 26 Bits for example. This means the system doesn’t recognize the bit format of the card and that need to be programmed into the system.
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a
IS2000
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in the Navigation bar. Once there, unlock the screen via the
b.
Padlock in the Tool Tray and then highlight the
c.
Controller in the
Equipment Tree. The Mini-View Event
Screen will remain open and ready to display system activity as you proceed on.
a b b
39.
While still in the Event Manager Screen,
Click on the
a.
Mini-View Event Manager
Screen button in the Tool Tray. A small Event
Manager Screen
b.
will appear and allow you to move between other modules in the system while still viewing the activity in the Event
Screen. This mini-view screen can be adjusted, minimized and moved around on the desktop but it will always stay on top regardless of the
IS2000 module you are in. If IS2000 is minimized, the Mini-View Event Screen will minimize as well. This view will come in handy as we continue with the Card Format exercise.
41.
With the Controller highlighted in the
Equipment Tree, look below in the Properties section and scroll down with the slide bar until you see Card Formats
a.
. Now click on the
Option button b.
to reveal the Card Format window.
b c a
40.
Proceed to the Hardware Manager
Screen by clicking on the
a.
Hardware Button
42.
The Card Formats window will appear with eight empty format tabs to select between.
For new systems, you should only need one tab.
If you are adopting an existing card population and adding to it, you may need two or more tabs if there are multiple card formats.
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43.
Next, click on the button with the Library
Book (a) icon, then select Wiegand, (
b
) and then select the format of the cards to be used from the Library list (
c
). In our example we are going to use 26 Bit Standard (HID). This is the most commonly used format but as you can see, there are additional choices in the list that can be used, edited or added to if you are using something other than this particular format. The higher the Bit number, the higher the level of security your card will provide for your customer.
Note: The reader(s) in use at the site do need to be of the same technology as the cards and be able to read the card bit family you are using.
b b
44.
Now, present your card to a proximity reader once again. The message that should be returned in the Mini Event Screen should be
Access Denied: Facility, Not in Database. A second event line should read
Card
Information Event, 1) Facility = 133. (
b
) In this example the Facility Code is 133.
a c
45.
Edit the default Facility Code number
(100) in the second column of the Card Format window (
a
) with the new number returned to you in the Mini Event screen. Next, click on the
Save button (
b
) (Blue Diskette icon) and then close the window (
c
) Note: Do not change any other settings in the tab as it will effect how the card is read.
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Card & Fob Format Set-up for Ness IP
Series Controllers (Edge / V2000 /
V1000)
The process for setting Card format and site codes is slightly different for the Ness IP series
Controllers.
a b c d a c b
46.
Click on the VTX: VertX Access Control
Driver in the top left corner window (
a
) then select (Card Formats) in the properties window
(
b
). Click on the ‘edit’ button for card formats (
c
)
When creating a format you are required to know the Facility Code (site code).
Select the format you require (e.g. H10301 –
SIA 26 Bit Format (
a
) and then provide a file name (e.g. Ness_26bit_133) (
b
). Note: the file name cannot include spaces. Then enter the
Facility Code of the cards / fobs to be used on the job (
c
). Then click on Create File (
d
). This will generate a new file with the extension .vff.
49.
Close the utility program and then using
“Windows Explorer” navigate to where the format file that you just created (the .vff file) was saved, which is C:\Program Files\HID\VertX Tool
Box\CardFormatUtility\FormatFiles
and copy and paste it into C:\Program
Files\IS2000\Data
47.
This will open a
Card Format window where you can select up to 255 different format /
Facility Codes
that have been predefined and ready for use.
48.
Before a format can be selected for use if must be made using the Ness VertX Card
Format File Utility program. This can be obtained from Ness or downloaded from www.ness.com.au/InstallationManual/NessIP_Series_CardF ormats.zip
50.
Once it is copied into the
IS2000/Data directory you can then select it from the drop down box in the Card Format selection panel.
Once selected then click on the Green OK Click.
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Set-up of Access Levels
In this following step, you will need to associate the newly added door reader locations (that are all now existing in the Equipment Tree of
Hardware Manager) with the Access Levels that you want to implement. In IS2000, Time
Schedules are associated to Access Levels and can also be associated with devices and other activities and functions in system. One default Access Level and two default Time
Schedules are pre-inserted in the system and the first Access Level needs to have the door readers locations assigned to it for the initial setup. Later, you can add additional Time
Schedules and Access Levels as needed.
a b c
52.
Checkmark all the readers in the lower right hand corner area, Access Control
Readers section (
a
). Then highlight the All
Readers Folder in the Access Control Reader
Groups section ( b
), right-click and select Add
Selected Reader(s) to ACR Group from the pick list (
c
). This will add all readers in the system to the “All Readers” Access Group.
51.
For the first task in this section you will need to click on the Access button in the
Module Navigation bar and then select the
Access Levels option.
a b c
53.
Highlight the first Access Level ‘001: All
Access’ from the Access Levels section (
a )
then right-click and select Add Selected ACR
Group to Access Level (
b
) from the pick list.
Note: Whichever Time Schedule is displayed in the Time Schedule option box (
c
) will be the one that gets associated to the Reader(s) or
Reader Group when assigned to the Access
Level. Therefore this will set all readers, 24
Hours 7 days a week to 001 “All Access” Access
Level.
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Set-up of Time Schedules & Holidays
54.
INFO -
When an Access Level is highlighted in the left hand column and a right-click is performed, three options are provided:
55.
For the next task in this section you will
1. Add Selected ACR Group to Access Level
2. Add Selected Reader(s) to Access Level need to click on the Access button in the
3. Edit Description
Module Navigation bar again and this time select the Time Schedules option.
When highlighted, the Access Control Reader
Group folders also offer options including Edit
Description and adding additional Reader
Groups.
Each individual Reader or different selections of
Readers can be assigned directly to an Access
Level or to a Reader Group. The Reader
Groups and individual Reader selections can each be added to the same Access Level and have different Time Schedules assigned to them. Multiple Reader Groups can be assigned to the same Access Level or multiple Access
Levels providing very flexible set-up and assignment versatility.
Drag-n-Drop
By clicking and holding the mouse button while hovering over the selected check-marked
Reader(s), you can drag-n-drop them into a
Reader Group folder or directly into an Access
Level folder. Likewise, by highlighting a Reader
Group and then right-clicking and holding the mouse button while hovering over the selected
Reader Group folder, you can drag-n-drop it into the an Access Level folder.
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56.
In the Time Schedule window, the first
Time Schedule (pre-created) will be displayed.
Two initial schedules have been preprogrammed into the system; schedule #1: Always and schedule #2: Work Hours (M-F 8-5). Up to 100
Time Schedules are available for use.
c
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Example: a b d
57.
Click on the drop-down arrow (
a
) and from the pick list, select the Time Schedule number to be edited. Click on the Option box to pull up the edit window for the Time Schedule
Description (
b
) and type in a name for the schedule that will make sense to you and the customer while building the system parameters.
These descriptions will populate throughout the system including being displayed in the Events
Manager and Report Manager. Enter the appropriate Start Time and End Time (
c
) (In
Military (24 hour) time format) for the schedule and check-mark the days to be included. The
H1 through H8 designations are for Holidays and determine if the schedule will include the
Holiday that is associated with the designation
(H1, H2, H3, etc.) (
d
).
A Schedule can be applied to an Access Level for a person or group of people or a Schedule can be assigned to a function or activity in the system such as having doors automatically lock and unlock. The
Holiday designations allow you to establish whether a Schedule will function during a particular Holiday or not for the Access
Level(s) or for other
Time
Schedule assignments. In the Holiday Tab, click in each column field to edit the field. Note: Holidays can have different start and stop dates.
In Time Schedules, you can apply up to 12 different intervals to one schedule. Each day can have a different schedule. Creating Swing
Shifts that cross midnight are made easy by using two of the intervals. This example below shows a Swing Shift Time Schedule for 6pm in the evening to 3am in the morning. 1800 (6pm) to 2400 (midnight) then 0000 (after midnight) to
0300 (3am) in the morning.
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57b.
Time Schedules can also be adjusted using the graphics as well as the text box. Click and drag the graphic icons will also adjust the times.
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then the door will not unlock on that programmed day unless the holiday group it is assigned is also ticked. Therefore is Christmas day was programmed to below to H1 (Holiday group 1) then in the Auto Unlock Time Schedule you would not tick H1 so it will not unlock on that programmed holiday group.
Holidays
However if access was permitted for a card holder on a programmed holiday then in the card holders Time Schedule assigned to their Access
Level you would select H1 to be selected which would then also allow them access on the programmed holiday.
58.
To program what day(s) are to be set as holidays within the system then click on the
Holiday (Relaxing palm tree) icon.
To return back from holiday programming to
Time Schedules click on the “clock” icon.
After edits are completed, click on the Save button in the Tool bar. You are now ready to move on to the next set-up task.
59.
Setting what day(s) are to be registered as holidays will allow or deny events from occurring on the programmed day. The “holiday” programmed day(s) are then assigned one or more holiday groups. (H1-H8) These groups then allow then to be allocated to the Time
Interval as described above. Not all Holidays maybe assigned to all staff so by adding them to groups allows total flexibility.
Once assigned as a holiday and added into a group, the holiday group must be selected “On” for the event (e.g. Access Granted or a door to
Auto unlock) on the programmed holiday day(s).
For example if the front door is Auto Unlocking
Monday – Friday at 9:00 am and Auto Locks at
5:00 pm and Christmas day falls on a
Wednesday (and is programmed on a Holiday)
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Loading Cards & Fobs
This next task involves associating the Access
Control Proximity
Cards/fobs to each
Personnel Record. Many features and tools are available in this Module however; in this document and section, we will only cover the basic set-up steps it takes to grant access of the cards in the system. Please consult the
AOG.pdf document for extended instructions and information about Personnel Manager.
FYI: A Data Import Utility is available in the
Utility section of the IS2000 disk for use in importing comma separated and tab delimited files containing user names and card information into Personnel Manager database. This a great tool for importing large populations. The
IS2000 Help Files has instructions for this tool.
This Utility will also be covered later in this document, See Item #
xxx
.
a b c
62.
In the Personnel Manager window there are three main sections and three tabs (4 tabs if
ID Badge Printing is implemented).
a.
List of Cards Holders as they are added.
b.
User & Card information.
c.
Access Level assignment box.
60.
Click on the Access Module button and select Personnel Manager from the pick list.
a b
63.
In the Card Record fields, add the First and Last Name of the Card Holder. If you know the card number, enter that into the Card# field.
Card#2 is for a second card or fob.
61.
In the Tool Bar, unlock the Padlock (
a
) for editing. The Green Plus button (
b
) adds a New
Record for editing. The Blue Diskette button saves the edits to the record. The Red X will delete records that are highlighted in the list.
63b.
If your controller is a Ness
IP series controller then an additional drop down option box that allows you to select the card format that was programmed into the controller as per # 49 & 50 above.
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64.
With your mouse hovering in the blank area of the
a.
Access Levels section, perform a right-click and a pick list will appear, select Add
Access Level(s) ( b
) from the list.
66.
When the Access Level is assigned to the record, you will be able to expose and collapse the tree of readers under the Access Level by clicking on the minus or plus icon next to the
Access Level header. The Time Schedules that were assigned to each reader or group of readers will also be shown when the tree is exposed.
a b
65.
Select the Access Level that will be associated with this Personnel Record by clicking on it to highlight it (
a
) and then click on the Green Arrow button to accept assignment.
Multiple (
b
) .
(Note – Up to 8 Access Levels can be assigned to each record. )
67.
Once you click on the Save button, the name and information you entered in this section will be saved. You can continue to add records into the system by clicking on the Green Plus
button and following the previous instructions for this section.
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Downloads & Resets
a a b
68.
Although as you save the data it should also force a download into the controller(s) clicking on the button with the Disk & Arrow icon (
a
) in the Tool bar will bring up a window that will allow you to force a download to the
Control Panel(s).
b
68b.
After performing many edits and/or additions in the system, such as increasing the card holder population, it is recommended to perform a download to make sure the controller(s) have received the data from the software. Add a checkmark to the items you wish to download and proceed by clicking on the
Green Arrow button (
b
). The controller(s) will go off-line momentarily as the information is downloaded and refreshed in the controller(s).
c d e
69.
Another good practice after performing and completing all of the systems initial set-up tasks and populating the database with the initial card holder records is to do a Reset on the controller(s). This task will sync the controller(s) with the data in the IS2000 application. With new systems, as you get used to programming, there is a tenancy to error, edit, delete items and start over numerous times. The Reset will make sure the controller(s) have the correct information as programmed into the IS2000
application.
Resets are not necessarily required after the initial set-up of a system but might come in handy if inconsistencies are recognized in the system’s performance later on.
Controller Reset Procedure
70.
Congratulations!
You have just completed the Installation and basic set-up of the IS2000 system.
Presenting a programmed card to a reader should now allow access.
a.
Return to the Hardware Manager Module.
b.
Unlock the Padlock for editing.
c.
Highlight the Controller in the Tree
d.
Select Controller Commands from the list.
e.
Select Reset Controller from the list.
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Helpful Hints – Back-ups & Archiving
71.
Data File Back-up -
When the
IS2000 Application is installed on the computer it is put into the Programs File section under the ‘C’ Drive. After the installation is completed, it is highly recommended that the ‘Data’ folder inside the IS2000 folder be copied and stored on a disk as an emergency back-up especially during the first 30 to 60 days while the customer is getting acquainted with system. If anything happens with the computer or application, this back-up can be used to restore the system back to the initial settings and restore the database and card holder population and information as it was at the time of the back-up. up of the task in your Operating System’s
Scheduled Task utility.
Locations of ‘Data’ folder:
C:/Program Files/IS2000/Data
The following section will highlight some helpful system features to use and/or implement and offer important information on where in the
IS2000 Application and in the Operating
System to location items and information.
72.
Backups -
will back up all data programmed in the IS2000. This can be done either manually or scheduled to do it automatically.
Restore -
Once a database has been backed-up it can be restored at anytime by selecting the backed-up file and then clicking on
Restore.
(Note: If you wish to restore to a different computer than that it was backed up from them please consult Ness technical support for additional information.)
IS2000 provides a manual and scheduled backup utility in the Utilities Module. This feature allows the complete IS2000 folder to be backed up, manually or via an auto-scheduled task, to a location of your choice. Follow the instructions in the Backups and Archives Utility for auto set-
73.
Archiving -
Archiving of the event history in the IS2000 system is very important and highly recommended in managing the size of the database. Follow the instructions in the
Archive Utility and set-up the task in your
Operating System’s Scheduled Task utility.
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Helpful Hints – Graphics & Photos
of the person rather than leaving the image file name in a generic number format such as
2341.jpeg, for example. This will make it easier to match pictures and records together later on especially when adding large batches of photo at one time.
74.
Employee Photos -
The IS2000
Application provides the customer with the ability to associate a picture of the card holder with the record of the card holder. Regardless of whether ID Badging is included in the system or not, pictures can be still be added to the records. Simply add employee pictures that have been taken with a digital camera (Jpeg format) to IS2000 by dropping those pictures into the “IS2000\Data\Graphics\Photos” folder located in the Data folder under IS2000.
After that, proceed to the Personnel Manager
Module and by left-clicking on the picture window, the Pictures folder will appear and the employee picture can be selected for inclusion with the record. When pictures from digital cameras or other sources are transferred to the
Photos folder in IS2000, it is recommended to change the image file name to the actual name
Location of the Photos folder is shown above.
C:/Program Files/IS2000/Data/Graphics/Photos
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75.
Floor Plans - I
n the Graphics
Module of IS2000, a floor plan can be used to shortcut button can be found in the Modules for
Time Schedule, Event Manager and Hardware map out graphically where system devices are located. The Graphic Maps provide devices
Manager but is also available under the Access
Module button. status and control features for both the customer and also for technicians during initial set-up and trouble shooting. Drawings can be put into the
Sites folder (as shown above) and are best kept in a Jpeg format or a Meta format such as a
.wmf that will also allow for zooming.
Select the Tab for each device type then highlight the item/device, right-click on that highlighted item then, select the action from the pick list to be performed.
Helpful Hints – Point Status & Control
77.
Status Control -
In IS2000, when an event is highlighted in the Event Screen and a right-click is performed, control options, like those in Point Status, are provided for that specific device or event type.
76.
Point Status -
The IS2000
Application has a tool to check on the status of all devices in the system. Each reader, lock, input and output in the system will display it’s status in the Point Status Module and allow you to control it when the items is highlighted, a right-click is performed and a particular action is selected from a the pick list. The Point Status
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Helpful Hints – Configuration Window
a
78.
Configuration
- The configuration set-up window allows you to configure some basic settings of the IS2000 system.
To get to the Configuration window in IS2000 after the installation has been performed, leftclick on the Start button in your OS and select
All Programs, select IS2000, then select
Configuration from the list.
b
79.
Operator Auto Logon -
Many items in this window can be configured to meet system operational requirements.
For example to set the way the Date Format of the IS2000. Refer (
a
) above.
When IS2000 is launched, the application can be automatically brought up in an operator’s screen or the system can prompt for an operator’s name and/or logon password. The
Auto Logon settings are located at the bottom of the window (
b
).
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Helpful Hints – Server & Client
In Configuration, the Server settings will be as appears in the image above. The License Type will be 1-Server (
a
) and the RemotePath (
b
) will be C:\Program Files\IS2000\Data.
Client Settings
80.
Server & Workstations -
When
IS2000 is installed on the computer, one of the first questions that will appear is the Server /
Client option. For the main computer Server will be the selection and the USB License
Dongle will be placed on this computer. For all other computers that will be set-up as a workstation with access to the IS2000 Server, those locations will have selected “Client” in the menu during installation of the software.
If you had installed IS2000 on a workstation and forgot to select Client during the process, then you can proceed to the Configuration window and make the alteration from Server to Client there as well.
Server Settings
a b a b
In Configuration, the Client settings will be as appears in the image above. The License Type will be 0-Client (
a
) and the RemotePath (
b
) will point to the Server’s hard-drive and location of the Data folder under the IS2000 folder on the
Server. For example: \\Computer’s name\Data
NOTE:
It will be most important to make sure that the OS properties of the Server’s IS2000
Data folder be set to Shared and have full
Read & Write privileges. Only a person with full
Administrator rights in the OS will be able to adjust those settings in the OS for the folder.
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Helpful Hints – Reports
b a
81.
Reports -
In the Utilities Module select the Reports Manager. Many reports options are located here from lists of devices and schedules to status and activity reports.
NOTE: A default printer must be set-up in the
OS in order for the Report Manager to function regardless of whether printing of the report will be required. The Report Manager uses the font choices of the default printer to generate the report.
83.
Asterisk
*
-
In the Report Module and while in the Names tab, use the asterisk in the Name field (
a
) and then click on your keyboard Enter key or click on the “Find”
button ( b.
) to bring up the entire list of card holders. Select the names that will be included in the report. Using an asterisk after a one letter in the Name field will produce a list with only those names starting with that letter.
82.
History Report -
One of the more popular reports is located under the Events
Manager Reports header and is the History-
Access report (highlighted above in the image).
This report provides a large range of parameters to query from. You can set the time and date, devices, event types, and card holders.
84.
Next click on the Devices tab and select the readers to be included in the report.
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85.
Next click on the Events tab and select the readers to be included in the report.
a c
87.
Trace History -
In Personnel
Manager, while a name is highlighted in the
Personnel list (
a
) select the third tab Advance
Access Control (
b
) and then click on the
Access Trace History button (
c
) at the bottom of the window. This will produce a report on the activity of the selected card holder in the list.
This same report can be created in the Reports
Module but this is a quick and handy short cut for the customer.
86.
Clicking on the “Preview” tab will provide a preview of the report which if required can then be printed.
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Helpful Hints – Auto Unlock Schedule
a
88.
Auto-unlock Schedule for
Door(s) -
In Device Groups / Areas, unlock the Module with the Padlock and select from the Reader tab, then select the Reader(s) that will be part of the Device Group / Area (i.e.
Auto Unlock group) by putting a checkmark in the box next to them. The other two tabs are for
Monitored Points (referring to inputs) and
Control Points (referring to relays). The
Reader tab considers each Reader and its associated Lock as one unit for reference.
Note: Control Points and Monitored Points can be included in the Group / Area with
Readers to create Alarm Partitions (Areas) and provide other control functions and features.
90.
Properties
- Once a Device group is selected its properties are displayed at the bottom left window (
a
).
Select a description that makes sense for future reference (e.g. “Auto Unlock Group of doors during working hours”). Then select the
Time Schedule that will control the unlocking and relocking of the readers / doors.
During the Time Schedule the devices in the
Group will be “disarmed”, outside the Time
Schedule the Group will be “Armed”.
IMPORTANT NOTE: DO NOT INCLUDE
HOLIDAYS (H1, H2, H3, H4, etc.) in the schedule if you do not want the designated door(s) to auto unlock on a Holiday.
89.
Once the readers are selected, then select the Group / Area they are to belong to and right mouse click and select “Add Selected Reader(s) to the Group/Area.
91.
Next for DisArmed Reader Mode select
“2: Unlocked” , which means that during the
Time Schedule time the Reader(s) / Door(s) in the group will unlock.
Next for Armed Reader Mode select “8: Card or
Pin Only” , which means that outside the Time
Schedule the Reader(s) will go back to being locked and work on Card or Pin mode.
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Helpful Hints – Data Importing
Module can be included for the import.
Note: With regards, to Access Levels, you should have already planned ahead and created the Access Levels in the system and know what Access Level numbers are associated to doors and schedules before associating Access
Level number to a person in the list.
92.
Import Utility on Desktop
- On your OS Windows “Start” button, then “all
Programs” then IS2000 / “Data Import program.
When the Utility is opened both left and right sections will be empty. (As per the example below)
93.
Excel List of Employees -
Getting started –If you have a large population of employees to incorporate into the system and/or there is an existing population of card holders from an older system, it would be advisable to ask your customer for an list of the employees with this minimum information divided up into columns: First Name, Middle
Initial, Last Name, Card Number (optional), and Access Level. The easiest way to produce this is to create it in a spreadsheet like Excel.
Most companies will already have a list of their employees created in one form or another or have the ability to export it from another application. Additional columns of information such as Department, title, Company etc can be added and included in the list. Most of the information fields in Personnel Manager
94.
Save List as a .CSV file -
After receiving the list (electronic version) and pasting/copying it to the IS2000 Server’s desktop, open it and then save it to the desktop as a .csv file (Comma Delimited).
Ness Security Products ♦ 4 / 167 Prospect Hwy, Seven Hills, NSW, 2147 ♦ www.ness.com.au
IS2000 Express Set-up summary
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Helpful Hints – Data Importing
Continued…
Once saved, the file will be converted and be placed on the desktop with an Icon that will look like the example above.
Note: In the process of saving the newly converted .csv file and then closing the original excel file, you may experience a few pop-up warning messages regarding the conversion and potential loss of features. These questions are normal, just answer ‘yes’ to all the questions and proceed on until the file closes.
a b c
96.
Import Utility Populated -
At the top of each column will be a column designation;
Field1, Field2, Field3, Field4, etc. Field1 includes the First Names and Field3 included the Last Names in this example. Each of theses Fields/Columns needs to be associated to the items on the right hand side of the screen in order to populate the appropriate fields in
Personnel Manager for each record.
d
95.
Import Utility Settings -
With the
Utility opened, perform the next following tasks:
a. Make sure the CSV option is checked.
b. Checkmark the Ignore First Row option.
(If you used header descriptions in your list.)
c. Click on the Folder button and direct the
Utility to the .csv list on your desktop.
d. Click on the Preview Data File button on the bottom of the screen to populate the fields.
Ness Security Products ♦ 4 / 167 Prospect Hwy, Seven Hills, NSW, 2147 ♦ www.ness.com.au
IS2000 Express Set-up summary
Innovations in Security for Your Business
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IS2000
- Express Set-up Guide c a b d
97.
Import Utility Associations -
In the second column (
a
), click in the box and select the appropriate Field number (
b
) that the item in the first column (
c
) will be associated to in left hand section with the cvs. list. Make sure all of the columns that you have in your list are represented with the correct Field number in this section. Next, click on the Begin Data
Import button ( d
). When you return to
Personnel Manager, the records will have been downloaded and those text fields you pointed the columns to will be populated in each of the section tabs.
98.
IS2000 Help -
In the IS2000 Help
File, valuable assistance and information is available about all the Modules in the system and how to perform many tasks and functions in the system. The Help File is an important resource that can be used to refresh your memory on how to perform a task and as a tool to educate yourself and the end-user on system features. Use the easy search tabs to search by a key word and topics. Links to AVI video clips are also included in many of the topic items that will provide tutorials on the subject matter. Be sure to show your customer this handy tool.
99.
TECHNICAL SUPPORT -
Technical Support for Dealers & Technicians is available Monday through Friday during normal business hours of 8:30 am to 5:00 pm
Ness also provides a live online support service at
www.ness.com.au/support
. For detailed online service we strongly recommend that you connect to the internet with the IS2000 server computer prior to requesting technical support.
Important Notice
: For security purposes,
Ness does not provide direct support and assistance to end-users/customers. If a customer is in need of assistance, a Dealer’s technician must be present. Please advice the customer to contact their authorized Dealer /
Contractor first, for system assistance.
Ness Security Products ♦ 4 / 167 Prospect Hwy, Seven Hills, NSW, 2147 ♦ www.ness.com.au
IS2000 Express Set-up summary
Innovations in Security for Your Business
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- Express Set-up Guide
Helpful Hints – Help & About IS2000
NOTES
100.
About IS2000 -
The About
IS2000 window will provide license and system information. Two tabs will be accessible to view server and client workstation information.
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Ness Security Products ♦ 4 / 167 Prospect Hwy, Seven Hills, NSW, 2147 ♦ www.ness.com.au
IS2000 Express Set-up summary
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Key features
- Simple set-up and programming
- Support for various controllers (SCP, APC, VertX)
- Configuration of time schedules, holidays, and access levels
- Association of access control cards/fobs to personnel records
- Data import utility for adding personnel records
- Event Manager for monitoring system activity
- Detailed documentation for advanced system setup
- Controller Discovery Utility for network controller search