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Managing Access
66 TruPortal Software User Guide
• Add any necessary user-defined fields that can be used to enter personal data about personnel,
such as vehicle license plate number or home telephone number. See Configuring User-Defined
Fields on page 47.
There are several ways to add person records:
• By using the Access Management > Persons page, as described next.
• By using the adding Add Person Wizard available on the Home page.
• By using the Import/Export Wizard provided on the Utilities disc to import person records and
credential data that already exists in CSV format (for example, if such data was exported from
another access control system or employee database). Refer to the Import/Export Wizard User
Guide for details.
• By using the optional Learn-In Reader. See Using an Enrollment Reader on page 68.
• By using the link in an event generated when an unknown person attempts access.
To add person records on the Access Management > Persons page:
1. Click Access Management > Persons.
2. Click [Add].
3. Type a First Name and a Last Name.
4. Click the Details tab.
5. Type the requested information in the user-defined fields.
6. If the person will use the System software, click the User Account tab and create the account.
See Add a User Account on page 70.
7. Click [Accept Changes].
8. If the person requires a credential for access to the physical facility, see Add a Credential on page
68.
Remove a Person
The System can store up to 10,000 person records. However, persons no longer requiring access to a
site or to the System should be removed from the database.
Note: To remove a number of persons in one batch, use the Import/Export Wizard provided on
the Utilities disc.
1. Click Access Management > Persons.
2. Select the Person from the list of persons.
3. Click [Remove].
The Remove Item dialog box appears.
4. Click [Remove].
Upload a Person ID Photo
Persons can have an identification photo associated with their records. A thumbnail of this photo will
appear whenever an access event occurs involving that person’s credential.
Note the following details about uploading photos:
• Supported file formats include GIF, JPG, and PNG.
• Photos up to 200 KB in size can be uploaded, but will be automatically resized to 10 KB or less,
in JPG format.
- TruPortal™ 1
- GNU Public Licenses 3
- Table of Contents 10
- Introduction 13
- Installing Hardware 15
- System Architecture Overview 16
- Preparing for Configuration 19
- Determining Network Settings 20
- Using the Installation Wizard 21
- Using the Upgrade Wizard 23
- Configuring the System 25
- Logging into the System 27
- Setting the Date and Time 27
- Configuring Network Security 28
- Configure Network Settings 29
- Configuring Security 30
- Configure Site Security 31
- Configuring Card Formats 32
- Add a Card Format 33
- Remove a Card Format 33
- Configuring Devices 34
- Configure Inputs and Outputs 36
- Configure a Door Controller 37
- Replace a Door Controller 37
- Configure Doors 38
- Door Configuration Options 41
- Configure Readers 44
- Configuring Video Devices 45
- Add a DVR/NVR 46
- Add a Video Camera 46
- Add Video Layouts 47
- Configuring Areas 48
- Configuring Anti-Passback 49
- Creating Holiday Groups 50
- Add a Holiday Group 51
- Copy a Holiday Group 51
- Creating Schedules 52
- Creating Reader Groups 54
- Configuring Access Levels 55
- Configuring Operator Roles 55
- Add an Operator Role 56
- Modify an Operator Role 56
- Copy an Operator Role 56
- Configuring Email 57
- Modify an Email List 58
- Add an Email List 58
- Remove an Email List 59
- Disable Email Notifications 59
- Add User-Defined Fields 61
- Rearrange User-Defined Fields 61
- Remove a User-Defined Field 61
- Configuring Action Triggers 63
- Understanding Actions 68
- Add an Action Trigger Record 73
- Configuring a Network Share 74
- Copy a Network Share 75
- Remove a Network Share 75
- Managing Access 77
- Remove a Person 78
- Upload a Person ID Photo 78
- Remove a Person ID Photo 79
- Managing Credentials 80
- Remove a Credential 81
- Managing User Accounts 82
- Creating Reports 83
- Searching for Persons 84
- Monitoring Access 85
- Monitoring Events and Alarms 86
- Export Events 87
- Load More Events 87
- Load All Events 87
- Search for Events 87
- Monitoring Video of Events 88
- Monitor Video 89
- Download a Video Clip 89
- Video Controls Reference 90
- Controlling Doors 91
- Lock Out All Doors 93
- Unlock All Doors 93
- Door Command Menus 93
- Event View Tab 94
- Schedule View Tab 94
- Door Fallback Mode 95
- Controlling Action Triggers 96
- Resetting Anti-Passback 96
- Maintenance 99
- Create a Backup File 100
- Schedule Automated Backups 100
- Back Up Events 101
- Restore from a Backup 101
- Save Data and Custom Settings 101
- Restore Custom Settings 102
- Reset Factory Settings 102
- Updating the Firmware 103
- Managing Language Packs 104
- Add a Language Pack 105
- Remove a Language Pack 105
- TruPortal Software User Guide 106
- Troubleshooting 107
- Diagnostics 108
- Hardware Problem States 111
- Troubleshooting Readers 111
- Troubleshooting Schedules 112
- Tamper States 112
- Power and Battery Events 112
- Backup Battery Events 112
- Device Events 113
- Video Player Errors 115
- Reference 117
- Before You Begin 120
- 4. Click [Login] 121
- Port Usage 125
- Pulse Duration Accuracy 127
- Glossary 129
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