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Hikcentral Focsign Web Client: User Manual

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0% found this document useful (0 votes)

4K views184 pages

Hikcentral Focsign Web Client: User Manual

Uploaded by

Jesus Montes Gutz

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

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HikCentral FocSign Web Client

User Manual
HikCentral FocSign Web Client User Manual

Legal Information
©2021 Hangzhou Hikvision Digital Technology Co., Ltd. All rights reserved.

About this Manual

The Manual includes instructions for using and managing the Product. Pictures, charts, images and
all other information hereinafter are for description and explanation only. The information
contained in the Manual is subject to change, without notice, due to firmware updates or other
reasons. Please find the latest version of this Manual at the Hikvision website ( https://
www.hikvision.com/ ).
Please use this Manual with the guidance and assistance of professionals trained in supporting the
Product.
Trademarks
and other Hikvision's trademarks and logos are the properties of
Hikvision in various jurisdictions.
Other trademarks and logos mentioned are the properties of their respective owners.
Disclaimer
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THIS MANUAL AND THE PRODUCT
DESCRIBED, WITH ITS HARDWARE, SOFTWARE AND FIRMWARE, ARE PROVIDED "AS IS" AND "WITH
ALL FAULTS AND ERRORS". HIKVISION MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING
WITHOUT LIMITATION, MERCHANTABILITY, SATISFACTORY QUALITY, OR FITNESS FOR A PARTICULAR
PURPOSE. THE USE OF THE PRODUCT BY YOU IS AT YOUR OWN RISK. IN NO EVENT WILL HIKVISION
BE LIABLE TO YOU FOR ANY SPECIAL, CONSEQUENTIAL, INCIDENTAL, OR INDIRECT DAMAGES,
INCLUDING, AMONG OTHERS, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS
INTERRUPTION, OR LOSS OF DATA, CORRUPTION OF SYSTEMS, OR LOSS OF DOCUMENTATION,
WHETHER BASED ON BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY,
OR OTHERWISE, IN CONNECTION WITH THE USE OF THE PRODUCT, EVEN IF HIKVISION HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR LOSS.
YOU ACKNOWLEDGE THAT THE NATURE OF THE INTERNET PROVIDES FOR INHERENT SECURITY
RISKS, AND HIKVISION SHALL NOT TAKE ANY RESPONSIBILITIES FOR ABNORMAL OPERATION,
PRIVACY LEAKAGE OR OTHER DAMAGES RESULTING FROM CYBER-ATTACK, HACKER ATTACK, VIRUS
INFECTION, OR OTHER INTERNET SECURITY RISKS; HOWEVER, HIKVISION WILL PROVIDE TIMELY
TECHNICAL SUPPORT IF REQUIRED.
YOU AGREE TO USE THIS PRODUCT IN COMPLIANCE WITH ALL APPLICABLE LAWS, AND YOU ARE
SOLELY RESPONSIBLE FOR ENSURING THAT YOUR USE CONFORMS TO THE APPLICABLE LAW.
ESPECIALLY, YOU ARE RESPONSIBLE, FOR USING THIS PRODUCT IN A MANNER THAT DOES NOT
INFRINGE ON THE RIGHTS OF THIRD PARTIES, INCLUDING WITHOUT LIMITATION, RIGHTS OF
PUBLICITY, INTELLECTUAL PROPERTY RIGHTS, OR DATA PROTECTION AND OTHER PRIVACY RIGHTS.
YOU SHALL NOT USE THIS PRODUCT FOR ANY PROHIBITED END-USES, INCLUDING THE

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HikCentral FocSign Web Client User Manual

DEVELOPMENT OR PRODUCTION OF WEAPONS OF MASS DESTRUCTION, THE DEVELOPMENT OR

PRODUCTION OF CHEMICAL OR BIOLOGICAL WEAPONS, ANY ACTIVITIES IN THE CONTEXT RELATED
TO ANY NUCLEAR EXPLOSIVE OR UNSAFE NUCLEAR FUEL-CYCLE, OR IN SUPPORT OF HUMAN
RIGHTS ABUSES.
IN THE EVENT OF ANY CONFLICTS BETWEEN THIS MANUAL AND THE APPLICABLE LAW, THE LATER
PREVAILS.

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Contents
Chapter 1 Overview .................................................................................................................... 1
1.1 Introduction ........................................................................................................................... 1
1.2 Recommended Running Environment ................................................................................... 1
Chapter 2 Login .......................................................................................................................... 2
2.1 First Time Login ...................................................................................................................... 2
2.1.1 Login for First Time for admin User ............................................................................... 2
2.1.2 First Time Login for Normal User .................................................................................. 3
2.2 Login via Web Client .............................................................................................................. 4
2.3 Change Password for Reset User ........................................................................................... 5
2.4 Forgot Password ..................................................................................................................... 6
Chapter 3 Home Page Overview ................................................................................................. 8
3.1 Home Page Description .......................................................................................................... 8
3.2 Customize Navigation Bar ...................................................................................................... 9
Chapter 4 License Management ................................................................................................ 10
4.1 Activate License - Online ...................................................................................................... 10
4.2 Activate License - Offline ...................................................................................................... 11
4.3 Update License - Online ....................................................................................................... 13
4.4 Update License - Offline ....................................................................................................... 13
4.5 Deactivate License - Online .................................................................................................. 15
4.6 Deactivate License - Offline .................................................................................................. 16
4.7 View License Details ............................................................................................................. 18
4.8 Set SSP Expiration Prompt ................................................................................................... 20
Chapter 5 Device Management ................................................................................................. 22
5.1 Create Password for Inactive Device(s) ................................................................................ 22
5.2 Edit Online Device's Network Information ........................................................................... 23
5.3 Add Terminal ........................................................................................................................ 24

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5.3.1 Add Single or Multiple Online Terminals ..................................................................... 24

5.3.2 Add Terminal by IP Address ........................................................................................ 25
5.3.3 Add Terminal by Device Serial No. .............................................................................. 28
5.3.4 Enable General Authentication Code .......................................................................... 30
5.4 Configure Device Display Settings ........................................................................................ 32
5.5 Configure Device Parameters Remotely ............................................................................... 33
5.5.1 Configure Built in Camera Parameters ........................................................................ 33
5.5.2 Link External Device to Terminal ................................................................................. 35
5.5.3 Configure Mode Parameters ....................................................................................... 36
5.6 Reset Device Password ........................................................................................................ 36
5.7 Add pStor ............................................................................................................................. 37
5.8 Group Resources .................................................................................................................. 39
5.8.1 Add Area ..................................................................................................................... 39
5.8.2 Add Terminal to Area .................................................................................................. 39
5.9 Upgrade Device Firmware .................................................................................................... 40
5.9.1 Upgrade via Current Web Client ................................................................................. 40
5.9.2 Upgrade Device Firmware via EZVIZ Cloud Service ..................................................... 41
5.9.3 Upgrade Old Device Firmware .................................................................................... 41
Chapter 6 Digital Signage Management .................................................................................... 43
6.1 Flow Chart ............................................................................................................................ 43
6.2 Material Management ......................................................................................................... 44
6.2.1 Upload Local Material ................................................................................................. 44
6.2.2 Create Dynamic Material ............................................................................................ 46
6.3 Program Management ......................................................................................................... 48
6.3.1 Create Digital Signage Program ................................................................................... 48
6.3.2 Create Video Wall Program ......................................................................................... 53
6.3.3 Create Attendance Program ........................................................................................ 58
6.3.4 Create People Counting Program ................................................................................ 61

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6.4 Schedule Management ........................................................................................................ 65

6.4.1 Create a Schedule ....................................................................................................... 65
6.4.2 Create a Loop Schedule ............................................................................................... 68
6.4.3 Create a Default Schedule ........................................................................................... 70
6.5 Approve ................................................................................................................................ 72
6.6 Release Management .......................................................................................................... 72
6.6.1 Release a Program Schedule ....................................................................................... 73
6.6.2 Cut in Text Message .................................................................................................... 73
6.6.3 Cut in Program ............................................................................................................ 74
6.6.4 View Release Records ................................................................................................. 75
6.7 Device Control ...................................................................................................................... 76
6.7.1 Control Terminal ......................................................................................................... 76
6.7.2 Control Video Wall ...................................................................................................... 78
6.8 Other Configurations ........................................................................................................... 80
6.8.1 Set Material Storage Location ..................................................................................... 80
6.8.2 Configure Video Wall .................................................................................................. 80
6.8.3 Migrate Data ............................................................................................................... 82
Chapter 7 Time & Attendance ................................................................................................... 83
7.1 Flow Chart ............................................................................................................................ 84
7.2 Add Person Groups .............................................................................................................. 85
7.3 Add Person ........................................................................................................................... 86
7.3.1 Add a Person Manually ............................................................................................... 86
7.3.2 Batch Add Persons by Importing Person Information File .......................................... 91
7.3.3 Batch Add Profile Pictures ........................................................................................... 92
7.3.4 Customize Additional Information .............................................................................. 94
7.4 Person Self-Registration ....................................................................................................... 97
7.4.1 Set Self-Registration Parameters ................................................................................. 97
7.4.2 Scan QR Code for Self-Registration ............................................................................. 99

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7.4.3 Review Self-Registered Person Information .............................................................. 100

7.5 Batch Issue Cards to Persons ............................................................................................. 100
7.6 Set Card Issuing Parameters ............................................................................................... 101
7.7 Report Card Loss ................................................................................................................ 105
7.7.1 Report Card Loss ....................................................................................................... 105
7.7.2 Issue a Temporary Card to a Person .......................................................................... 106
7.7.3 Batch Cancel Card Loss ............................................................................................. 107
7.8 Manage Access Level ......................................................................................................... 108
7.8.1 Add Access Level ....................................................................................................... 108
7.8.2 Assign Access Level ................................................................................................... 109
7.8.3 Manually Apply Access Level Settings to Device ....................................................... 114
7.8.4 Clear Persons' Access Levels ..................................................................................... 115
7.9 Add Timetable .................................................................................................................... 115
7.9.1 Add Break Timetables ............................................................................................... 116
7.9.2 Add Timetable for Normal Shift ................................................................................ 117
7.9.3 Add Timetable for Man-Hour Shift ............................................................................ 120
7.10 Add Shift .......................................................................................................................... 121
7.11 Manage Shift Schedule .................................................................................................... 123
7.11.1 Shift Schedule Overview ......................................................................................... 123
7.11.2 Assign Shift Schedule to Person .............................................................................. 124
7.11.3 Assign Shift Schedule to Person Group ................................................................... 125
7.11.4 Add Temporary Schedule ........................................................................................ 125
7.12 Configure Attendance Parameters ................................................................................... 126
7.12.1 Add Attendance Check Point .................................................................................. 126
7.12.2 Define Weekends .................................................................................................... 127
7.12.3 Define Absence ....................................................................................................... 128
7.12.4 Configure Authentication Mode ............................................................................. 129
7.12.5 Set Auto-Calculation Time of Attendance Results .................................................. 130

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7.12.6 Configure Attendance Result Accuracy ................................................................... 130

7.12.7 Configure Overtime Parameters ............................................................................. 131
7.12.8 Manage Leave Type ................................................................................................ 134
7.12.9 Customize Attendance Status on Device ................................................................. 135
7.13 Manage Attendance Record ............................................................................................ 136
7.13.1 Search Attendance Record ...................................................................................... 136
7.13.2 Correct Attendance Record for Single Person ......................................................... 137
7.13.3 Correct Check-In/Out for Multiple Persons ............................................................. 138
7.13.4 Apply for Leave for Single Person ............................................................................ 138
7.13.5 Apply for Leave for Multiple Persons ...................................................................... 139
7.13.6 Manually Calculate Attendance Results .................................................................. 140
7.13.7 Export Attendance Records .................................................................................... 140
7.13.8 Get Attendance Records from Device ..................................................................... 141
7.13.9 View Attendance Handling Records ........................................................................ 141
7.14 Manage Attendance Reports ........................................................................................... 141
7.14.1 Set Display Rules for Attendance Report ................................................................ 142
7.14.2 Send Attendance Report Regularly ......................................................................... 142
7.14.3 Export Attendance Report ...................................................................................... 144
7.14.4 Customize Attendance Report ................................................................................ 144
Chapter 8 Manage Role and User ............................................................................................ 146
8.1 Add Role ............................................................................................................................. 146
8.2 Add Normal User ............................................................................................................... 149
8.3 Change Password of Current User ..................................................................................... 151
8.4 Reset Password for Normal User ....................................................................................... 153
8.5 Configure Permission Schedule .......................................................................................... 153
Chapter 9 System Security Settings ......................................................................................... 155
Chapter 10 System Configuration ............................................................................................ 157
10.1 Set User Preference ......................................................................................................... 157

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10.2 Set Holiday ....................................................................................................................... 158

10.3 Set NTP ............................................................................................................................. 159
10.4 Set Active Directory ......................................................................................................... 160
10.5 Set WAN Access ............................................................................................................... 162
10.6 Set IP Address for Receiving Device Information ............................................................. 163
10.7 Configure Storage for Imported Pictures and Files .......................................................... 163
10.8 Set Data Retention Period ................................................................................................ 164
10.9 Configure Email Account .................................................................................................. 165
10.10 Set Transfer Protocol ...................................................................................................... 167
10.11 Export Service Component Certificate ........................................................................... 167
10.12 Set Database Password .................................................................................................. 168
10.13 Data Interchange ............................................................................................................ 168
10.13.1 Synchronize Card Swiping Records to Third-Party Database ................................. 168
10.13.2 Dump Access Records to Third-Party Database .................................................... 169
10.14 Reset Device Network Information ................................................................................ 171
Chapter 11 Search Server Logs for Current Site ....................................................................... 172
Chapter 12 Maintenance and Management ............................................................................ 174

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Chapter 1 Overview

1.1 Introduction
HikCentral FocSign supports information release to the digital signage or face attendance check.
The information release function supports material management, program creation, schedule
management,release management, cut-in, terminal management, etc. The face attendance check
function supports attendance configuration and management, including adding persons,
configuring attendance parameters, calculating attendance data, configuring face attendance
camera and parameters, etc. It is widely applied to information release in the industry of
entertainment, finance, traffic, etc.

1.2 Recommended Running Environment

The following is recommended system requirement for running Web Client.
CPU
Intel® Core™ i5-4590 @ 3.30 GHz and above
Memory
8 GB and above
Video Card
NVIDIA® GeForce GTX 950 or above
Web Browser
Internet Explorer 11
Firefox, Chrome, and Safari (the version released in the latest half-year)

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Chapter 2 Login
You can access and configure the system via web browser directly, without installing any client
software on the your computer.

2.1 First Time Login

If this is the first time for you to login, you can choose to login as admin or normal user according
to your user role.

2.1.1 Login for First Time for admin User

By default, the system predefined the administrator user named admin. When you login via the
Web Client for the first time, you are required to create a password for the admin user before you
can properly configure and operate the system.
Steps
1. In the address bar of the web browser, enter the address of the PC running FocSign server
service and press Enter key.
Example
If the IP address of PC running FocSign server is 172.6.21.96, and you should enter http://
172.6.21.96 or https://172.6.21.96 in the address bar.

Note
● You should set the transfer protocol before accessing the FocSign server. For details, refer to

Set Transfer Protocol .

● You should set the FocSign server's IP address before accessing the FocSign server via WAN.

For details, refer to Set WAN Access .

2. Enter the password and confirm password for the admin user in the pop-up Create Password
window.

Note
The password strength can be checked by the system and should meet the system requirements.
The default minimum password strength should be Medium. For setting minimum password
strength, refer to System Security Settings .

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2.1.2 First Time Login for Normal User

When you log in to the system as normal user via Web Client for the first time, you should change
the initial password and set a new password for login.
Steps
1. In the address bar of the web browser, input the address of the PC running FocSign server
service and press the Enter key.
Example
If the IP address of PC running FocSign server is 172.6.21.96, and you should enter http://
172.6.21.96 or https://172.6.21.96 in the address bar.

Note
Contact the administrator for the user name and initial password.
3. Click Log In and the Change Password window opens.
4. Set a new password and confirm the password.

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Note
The password strength can be checked by the system and should meet the system requirements.
If password strength is lower than the required minimum strength, you will be asked to change
your password. For setting minimum password strength, refer to System Security Settings .

Caution
The password strength of the device can be checked by the system. We highly recommend you
change the password of your own choosing (using a minimum of 8 characters, including at least
three kinds of following categories: upper case letters, lower case letters, numbers, and special
characters) in order to increase the security of your product. And we recommend you reset your
password regularly, especially in the high security system, resetting the password monthly or
weekly can better protect your product.
Proper configuration of all passwords and other security settings is the responsibility of the
installer and/or end-user.
5. Click OK to change the password.
Result
Web Client home page displays after you successfully logging in.

2.2 Login via Web Client

You can access the system via web browser and configure the system.
Steps
1. In the address bar of the web browser, input the address of the PC running FocSign server
service and press Enter key.
Example
If the IP address of PC running FocSign server is 172.6.21.96, and you should enter http://
172.6.21.96 or https://172.6.21.96 in the address bar.

Note
You should configure the FocSign server's IP address in WAN Access of System Configuration
before accessing the FocSign server via WAN. For details, refer to Set WAN Access .
2. In the address bar of the web browser, enter the address of the platform and press Enter key.
3. Enter the user name and password.
4. Click Login to log in to the system.

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Note
● If failed password attempt of current user is detected, you are required to input the
verification code. The failed password attempts from current client, other client, and other
address will all require the verification code.
● The failed password attempt and verification code attempt from current client, other client
(e.g., Control Client), and other address will all be accumulated. Your IP address will be locked
for a specified period of time after specific number of failed password or verification code
attempts detected. For setting failed login attempts and locking duration, refer to System
Security Settings .
● The account will be frozen for 30 minutes after 5 failed password attempts. The failed
password attempts from current client, other clients (e.g., Control Client), and other addresses
will all be accumulated.
● The password strength can be checked by the system and should meet the system
requirements. If password strength is lower than the required minimum strength, you will be
asked to change your password. For setting minimum password strength, refer to System
Security Settings .
● If your password is expired, you will be asked to change your password when login. For setting
maximum password age, refer to System Security Settings .

Result
Web Client home page displays after you successfully logging in to the system.

2.3 Change Password for Reset User

When the normal user's password is reset by admin user, he/she should change the initial
password and set a new password when logging into HikCentral FocSign via the Web Client.
Steps
1. In the address bar of the web browser, enter the address of the platform and press Enter key.

Note
You should configure the FocSign server's IP address in WAN Access of System Configuration
before accessing the FocSign server via WAN. For details, refer to Set WAN Access .
2. Enter the user name and initial password set by the administrator.
3. Click Login and a Change Password window opens.
4. Set a new password and confirm the password.

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Caution
The password strength of the device can be checked by the system. We highly recommend you
change the password of your own choosing (using a minimum of 8 characters, including at least
three kinds of following categories: upper case letters, lower case letters, numbers, and special
characters) in order to increase the security of your product. And we recommend you reset your
password regularly, especially in the high security system, resetting the password monthly or
weekly can better protect your product.
Proper configuration of all passwords and other security settings is the responsibility of the
installer and/or end-user.
5. Click OK.
Result
Web Client home page displays after you successfully changing the password.

2.4 Forgot Password

If you forgot the your account's password, you can reset the password and set a new password.
Perform this task when you forgot the user's password.
Steps
1. Open the login page.
2. Enter a user name in the User Name field.
3. Click Forgot Password.
4. Set the new password for the user.
- For admin user, enter the activation code, new password, and confirm password in the Reset
Password window.
- For normal user, if the email address is set when adding the user and email server is tested
successfully, click Get Code, and then you will receive an email with the verification code in
your email address. Within 10 minutes, enter the received verification code, new password,
and confirm password to set the new password for the normal user.

Note
If the email address is not set for the normal user, contact the admin user to reset the
password for you and change the password when login. See Reset Password for Normal User
for details.
- For domain user, contact the admin user to reset the password.

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Chapter 3 Home Page Overview

3.1 Home Page Description

After login, you will enter the Home page of the HikCentral FocSign. The following is the Home
page introduction.

Figure 3-1 Home Page

Table 3-1 Home Page Description

Number Description
1 Displays different applications of the digital signage module, including
attendance application, people counting application, etc. Click Start Now to pop
up the Digital Signage Wizard on the right side of the page, and you can use the
digital signage function according to the wizard.
2 An overview of resources added to the platform, including material statistics,
program statistics, schedule statistics, and release statistics.
3 Wizard → Digital Signage : View the Digital Signage Wizard.
Wizard → Attendance : View the Attendance Wizard.
Wizard → Web Client User Manual : Get the user manual of the Client.
4 Maintenance and management information of the software, such as license
expiry date and license details. Refer to Maintenance and Management for
details.

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3.2 Customize Navigation Bar

To conveniently access some frequently used or important modules, you can customize the
navigation bar.
Steps
1. In the top left corner of the Home page, select → All Modules to display the navigation bar
and All Modules panel.

Figure 3-2 Navigation Bar and All Modules Panel

Note
On the All Modules panel, the icon beside the module name indicates that this module has
been added to the left navigation bar.
2. Optional: Click to remove the module from the navigation bar.
3. Optional: Add a module to the navigation bar.
1) Move the cursor to a module.
2) Click .
The icon turns to .

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Chapter 4 License Management

After installing HikCentral FocSign, you have a temporary License for a specified number of
cameras and limited functions. To ensure the proper use of HikCentral FocSign, you can activate
the FocSign server to access more functions and manage more devices. If you do not want to
activate the FocSign server now, you can skip this chapter and activate the system later.
Two types of License are available for HikCentral FocSign:
● Base: You need to purchase at least one basic License to activate the HikCentral FocSign.

● Expansion: If you want to increase the capability of your system (e.g., connect more cameras),

you can purchase an expanded License to get additional features.

Note
● Only the admin user can perform the activation, update, and deactivation operation.
● If you encounter any problems during activation, update, and deactivation, please send the
server logs to our technical support engineers.

4.1 Activate License - Online

If the SYS server to be activated can properly connect to the Internet, you can activate the SYS
server in online mode.
Steps
1. Log in to HikCentral FocSign via the Web Client. Refer to Login via Web Client .
2. On the Home page, click Activate to open the Activate License panel.
3. Click Online Activation to activate the License in online mode.
4. Enter the activation code received when you purchased your License.

Note
● If you have purchased more than one Licenses, you can click and enter other activation
codes.
● The activation code should contain 16 characters or 32 characters (except dashes).

5. Check I accept the terms of the agreement to open the License Agreement panel and click OK.
6. Optional: Check the Hot Spare, select type, and enter the IP address if you want to build a hot
spare system.

Note
● You must select Hot Spare mode when you install the system.

● For how to build the hot spare system, please contact our technical support engineers.

7. Click Activate.

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4.2 Activate License - Offline

If the FocSign server server to be activated cannot connect to the Internet, you can activate the
License in offline mode.
Steps
1. Log in to HikCentral FocSign via the Web Client.
2. On the Home page, click Activate to open the Activate License panel.
3. Click Offline Activation to activate the License in offline mode.

Figure 4-1 Activate License in Offline Mode

4. Enter the activation code received when you purchased your License.

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Note
● If you have purchased more than one Licenses, you can click and enter other activation
codes.
● The activation code should contain 16 characters or 32 characters (except dashes).

Note
● You must select Hot Spare mode when you install the system.

● For how to build the hot spare system, please contact our technical support engineers.

7. Click Generate Request File.

A request file named "ActivationRequestFile.bin" will be downloaded. Save the request file to
the proper directory or the removable storage medium (e.g., USB flash disk).
8. Copy the request file to the computer that can connect to the Internet.
9. On the computer which can connect to the Internet, enter the following website: https://
kms.hikvision.com/#/active .
10. Click and then select the downloaded request file.

Figure 4-2 Select Request File

11. Click Submit.
A respond file named "ActivationResponseFile.bin" will be downloaded. Save the respond file
to the proper directory or the removable storage medium (e.g., USB flash disk).

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12. Copy the respond file to the proper directory of the computer that accesses HikCentral FocSign
via the Web Client.
13. In the Offline Activation panel, click and select the downloaded respond file.
14. Click Activate.

4.3 Update License - Online

As your project grows, you may need to increase the connectable number of resources (e.g.,
cameras) for your HikCentral FocSign. If the FocSign server to be updated can properly connect to
the Internet, you can update the License in online mode.
Before You Start
Contact your dealer or our sales team to purchase a License for additional features.
Steps
1. Log in to HikCentral FocSign via the Web Client. Refer to Login via Web Client for details.
2. In the top right corner of Home page, move the cursor to the Maintenance and Management to
show the drop-down menu.
3. Click Update License in the drop-down menu to open the Update License panel.
4. Click Online Update to update the License in online mode.
5. Enter the activation code received when you purchase your License.

Note
● If you have purchased more than one Licenses, you can click and enter other activation
codes.
● The activation code should contain 16 characters or 32 characters (except dashes).

6. Check I accept the terms of the agreement to open the License Agreement panel and click OK.
7. Click Update.

4.4 Update License - Offline

As your project grows, you may need to increase the connectable number of cameras for your
HikCentral FocSign. If the FocSign server to be updated cannot connect to the Internet, you can
update the system in offline mode.
Before You Start
Contact your dealer or our sales team to purchase a License for additional features.
Steps
1. Log in to HikCentral FocSign via the Web Client.
2. In the top right corner of Home page, move the cursor to the Maintenance and Management to
show the drop-down menu.
3. Click Update License in the drop-down menu to open the Update License panel.

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4. Click Offline Update to update the License in offline mode.

Figure 4-3 Update License in Offline Mode

5. Enter the activation code of your additional License.

Note
● If you have purchased more than one License, you can click and enter other activation
codes.
● The activation code should contain 16 characters or 32 characters (except dashes).

6. Check I accept the terms of the agreement to open the License Agreement panel and click OK.
7. Click Generate Request File.
A request file named "ActivationRequestFile.bin" will be downloaded. Save the request file to
the proper directory or the removable storage medium (e.g., USB flash disk).

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8. Copy the request file to the computer that can connect to the Internet.
9. On the computer which can connect to the Internet, enter the following website: https://
kms.hikvision.com/#/active .
10. Click and then select the downloaded request file.

Figure 4-4 Select Request File

11. Click Submit.
A respond file named "ActivationResponseFile.bin" will be downloaded. Save the respond file
to the proper directory or the removable storage medium (e.g., USB flash disk).
12. Copy the respond file to the proper directory of the computer that accesses HikCentral FocSign
via the Web Client.
13. In the offline update panel, click and select the downloaded respond file.
14. Click Update.

4.5 Deactivate License - Online

If you want to run the FocSign server on another PC or server, you should deactivate the FocSign
server first and then activate it again. If the computer or server on which the FocSign serverrunning
can properly connect to the Internet, you can deactivate the License in online mode.
Steps
1. Log in to HikCentral FocSign via the Web Client. Refer to Login via Web Client .
2. In the top right corner of Home page, move the cursor to the Maintenance and Management to
show the drop-down menu.
3. Click Deactivate License in the drop-down menu to open the Deactivate License panel.
4. Click Online Deactivation to deactivate the License in online mode.

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5. Check the activation code(s) to be deactivated.

6. Click Deactivate.

4.6 Deactivate License - Offline

If you want to run the FocSign server on another computer or server, you should deactivate the
FocSign server first and then activate the FocSign server again. If the FocSign server to be
deactivated cannot connect to the Internet, you can deactivate the License in offline mode.
Steps
1. Log in to the HikCentral FocSign via Web Client.
2. In the top right corner of Home page, move the cursor to the Maintenance and Management to
show the drop-down menu.
3. Click Deactivate License in the drop-down menu to open the Deactivate License panel.
4. Click Offline Deactivation to deactivate the License in offline mode.

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Figure 4-5 Deactivate License in Offline Mode

5. Check the activation code(s) to be deactivated.
6. Click Generate Request File.

Note
After the request file is generated, the selected activation code(s) will be unavailable.
A request file named "ActivationRequestFile.bin" will be downloaded. Save the request file to
the proper directory or the removable storage medium (e.g., USB flash disk).
7. Copy the request file to the computer that can connect to the Internet.
8. On the computer which can connect to the Internet, enter the following website: https://
kms.hikvision.com/#/deactive .

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9. Click and then select the downloaded request file.

Figure 4-6 Select Request File

10. Click Submit.
A respond file named "DectivationResponseFile.bin" will be downloaded. Save the respond file
to the proper directory or the removable storage medium (e.g., USB flash disk).
11. Copy the respond file to the proper directory of the computer that accesses HikCentral FocSign
via the Web Client.
12. In the Offline Deactivation panel, click and select the downloaded respond file.
13. Click Deactivate.

4.7 View License Details

You can check the authorization details of the License you purchased and view the number of
manageable devices and functions of your platform. If the License is not activated, you can also
view the trial period.
Steps
1. Log in to the HikCentral FocSign via Web Client. See Login via Web Client for details.
2. In the top right corner of Home page, select Maintenance and Management to show the drop-
down menu.
3. Click License Details to open the License Details panel.

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Figure 4-7 License Details Page

You can view the authorization details and check the expiry date of the trial License or the
License you purchased.
4. Optional: Click beside the Software Service Program to show details of the software
maintenance service.
5. Optional: Click to set SSP expiration prompt.

Note
For details about setting the SSP expiration prompt, refer to Set SSP Expiration Prompt .
6. Optional: Click License List to check all the activated License(s) of your platform and click an
activation code to view the related authorization details.

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Figure 4-8 License List Page

4.8 Set SSP Expiration Prompt

SSP (Software Service Program ) refers to the platform's maintenance service, which has an expire
date and needs to be upgraded before expiration. You can set SSP expiration prompt on the

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platform. After that, when the SSP is going to expire, you can receive an email reminding the
expiration every day during the configured period.
Steps
1. In the top right corner of the client, select Maintenance and Management → License Details to
open the License Details panel.
2. Go to the bottom of details list and click to enter the SSP Expiration Prompt Settings panel.
3. Set the Overdue Reminder switch to ON.
4. Set the days when you will receive the prompt email before expiration.

Note
● You should enter an integer between 1 to 365.

● By default, the platform will send a prompt email 30 days before expiration.

5. Click Add User to add user(s) who can receive upgrade prompt.

Note
● You should configure the users' email addresses before adding them as recipients. The added

users can receive upgrade prompt via the bound email addresses.
● Up to 64 recipients can be added.

● You can click to delete the added user(s).

6. Click Add Email to add email address(es).

Note
You can add email of both the platform user(s) and other user(s). The platform will send
expiration prompt to the added email address(es).
7. Click Save.

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Chapter 5 Device Management

On the Device Management module, you can add terminals to the system, remotely configure the
parameters terminal, remotely control terminal, group resources and upgrade firmware. The
terminal includes digital signage and digital signage player. Digital signage is a terminal with screen,
including vertical digital signage and wall-mounted digital signage. Digital signage player is a station
which integrate the function of information release, and it can connect with LED screen, LCD
screen or jointed screen as the displaying screen.

5.1 Create Password for Inactive Device(s)

Because of simple default password, the devices may be accessed by the unauthorized user easily.
For more security purpose, the default password is not provided for some devices. You are
required to create the password to activate them before adding them and performing some
operations on them via the platform. Besides activating the device one by one, you can also deal
with multiple ones at the same time. The devices which are batch activated should have the same
password.
Before You Start
● Make sure the devices you are going to use are correctly installed and connected to the network

as specified by the manufacturers. Such initial configuration is required in order to be able to

connect the devices to the HikCentral FocSign via network.
● This function should be supported by the device. Make sure the devices you want to activate

support this function.

Perform this task when you need to activate the detected online devices.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Device .
2. Click Device and Server → Digital Signage Terminal on the left.
3. View the device status (shown on Security column) and select one or multiple inactive devices.
4. Click to open the Device Activation window.
5. Create a password in the password field, and confirm the password.

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Proper configuration of all passwords and other security settings is the responsibility of the
installer and/or end-user.
6. Click Save to create the password for the device.
An Operation completed. message is displayed when the password is set successfully.
7. Click in the Operation column to change the device's IP address, subnet mask, gateway, etc.,
if needed.

Note
For details, refer to Edit Online Device's Network Information .

5.2 Edit Online Device's Network Information

The online devices, which have IP addresses in the same local subnet with FocSign server server or
Web Client, can be detected by HikCentral FocSign. For the detected online devices, you can edit
their network information as desired via HikCentral FocSign remotely and conveniently. For
example, you can change the device IP address due to the changes of the network.
Before You Start
For some devices, you should activate it before editing its network information. Refer to Create
Password for Inactive Device(s) for details.
Perform this task when you need to edit the network information for the detected online devices.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management .
2. Click Device and Server → Digital Signage Terminal on the left.
3. In the Online Device area, select a network type.
Server Network
The detected online devices in the same local subnet with the FocSign server server will be
listed.
Local Network
The detected online devices in the same local subnet with the Web Client will be listed.
4. View the device status on Security column, and click in the Operation column of an active
device.
5. Change the required parameters, such as IP address, device port, HTTP port, subnet mask, and
gateway.

Note
The parameters may vary for different device types.
6. Click .
7. Enter device's password.
8. Click Save.

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5.3 Add Terminal

You can add terminal to the platform by multiple methods: adding online terminals, adding
terminals by IP address, adding terminals by ISUP account. After the terminals are added to the
platform, you can configure, manage and control the terminals. The terminal includes digital
signage and digital signage player.

5.3.1 Add Single or Multiple Online Terminals

The platform can detect the online terminals (called device in the following pages) in the same LAN
of the server, and detects the device IP addresses. Based on this function, the platform can quickly
detect the devices and add the devices to the platform. When the detected devices use the same
user name and password, you can add the devices to the platform simultaneously.
Before You Start
Install the web controls first, and then the online devices can be detected.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Device and Server → Digital Signage Terminal .
2. In the online device list, select one or multiple devices to be added, and then click Add to Device
List to enter the Add Device page.
3. Set the basic information.
User Name
The admin account (which is created when activating the device) or the non-admin account,
such as the operator. If you use non-admin account to add device, the permissions might be
limited.
Password
The password of the user name. And prompt the password strength.

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Local Storage
The pictures are stored in the local storage space of the server running the platform.

Note
Click Configuration to configure picture storage.
pStor
The pictures are stored in the pStor server.

Note
In the attendance application scene, you should enable Picture Storage.
5. Set the time zone of device, select Get Device's Time Zone or Manually Set Time Zone (The
time zone settings will be applied to the device automatically.) according to your requirements.
6. Optional: Switch on Add Resource to Area, and then select Create Area by Device Name or
Existing Area.
7. Click Add.
8. Optional: Perform the following operations after adding devices.
Change Select one or more device(s), and then click Change Password.
Password
Note
● Support changing the password of the online Hikvision devices.
● If multiple devices have the same password, you can change the password
for multiple devices simultaneously.

5.3.2 Add Terminal by IP Address

If you know the IP address of the terminal (called device in the following pages) to be added, you
can add the device to the platform by specifying the IP address, user name, password, etc.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Device and Server → Digital Signage Terminal .
2. Click Add to enter the Add Device page.

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3. Select the Access Protocol as Hikvision Private Protocol.

Figure 5-1 Add Terminal by IP Address

4. Set the basic information.
Address
Enter the device IP address.
Device Port
Enter the device Port No.
Name
Name for the device, which can be used to describe the device function and location.
User Name

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The admin account (which is created when activating the device) or the non-admin account,
such as operator. If you use non-admin account to add device, the permissions might be
limited.
Password
The password of the user name.

Note
Click Configuration to configure picture storage.
pStor
The pictures are stored in the pStor server. For more details about adding pStor server, refer
to Add pStor .

Note
In the attendance application scene, you should enable Picture Storage.
6. Set the time zone of device, select Get Device's Time Zone or Manually Set Time Zone (The
time zone settings will be applied to the device automatically.) according to your requirements.
7. Optional: Enable Add Resource to Area, and then select Create by Device Name or Existing
Area.
8. Click Add.
9. Optional: Perform the following operations after adding devices.
Change Select one or more device(s), and then click .
Password
Note
● Support changing the password of the online Hikvision devices.
● If multiple devices have the same password, you can change the password
for multiple devices simultaneously.

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Delete Select the added one or multiple device(s), and then click to delete the
Devices selected devices.
Set Time Select the added one or multiple device(s), and then click to configure the
Zone time zone of device. Select Get Device's Time Zone or Manually Set Time
Zone (The time zone settings will be applied to the device automatically.)
according to your requirements. When the time zone of device and the
platform are not consistent, the platform will apply the time zone settings to
the device.

5.3.3 Add Terminal by Device Serial No.

For the terminal (called device in the following pages) supports ISUP protocol, you can add it to the
platform by entering the device serial No., the authentication code (if configured), etc.
Before You Start
1. Make sure you have activated the device, you should enter the platform server's IP address,
registration port No. (7600 by default), and the authentication code on the terminal's
registration interface. Then terminals will be registered to the platform.

Note
The authentication code must contain 8 to 16 characters, including at least two of upper or
lower cases letters and digits.
2. Make sure you have configured the IP address for receiving device information on the platform,
and select the current NIC as the address for receiving device information. Refer to Set IP
Address for Receiving Device Information for details.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Device and Server → Digital Signage Terminal .
2. Click Add to enter the Add Device page.

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Figure 5-2 Add Terminal by Device Serial No.

3. Select Hikvision ISUP Protocol as the access protocol.
4. Set the basic information.
Device Serial No.
Enter the device serial No.
Authentication Code
Enter the authentication code if the device has been configured with the authentication
code.
Name
Name for the device, which can be used to describe the device function and location.

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5. Optional: Enable Picture Storage, and then configure the storage location, and then configure
the face picture library storage location and capture storage location.
Local Storage
The pictures are stored in the local storage space of the server running the platform.

Note
Click Configuration to configure picture storage.
pStor
The picture is stored in the pStor server. For more details about adding pStor server, refer to
Add pStor .

Note
In the attendance application scene, you should enable Picture Storage.
6. Set the time zone of device, select Get Device's Time Zone or Manually Set Time Zone (The
time zone settings will be applied to the device automatically.) according to your requirements.
7. Optional: Enable Add Resource to Area, and then select Create by Device Name or Existing
Area.
8. Click Add.
9. Optional: Perform the following operations after adding devices.
Change Select one or more device(s), and then click Change Password.
Password
Note
● Support changing the password of the online Hikvision devices.
● If multiple devices have the same password, you can change the password
for multiple devices simultaneously.

5.3.4 Enable General Authentication Code

For the terminal which supports ISUP protocol, you can set general authentication code on the
platform. The authentication code is used for the terminal to register to the platform by ISUP
protocol. After enabling general authentication code, the authentication code should be entered

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on the terminal to be registered to the platform, and then terminals can be added to the platform
automatically.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Device and Server → Digital Signage Terminal .
2. Click General Authentication Code Settings.
3. Switch on General Authentication Code Settings.
4. Enter the authentication code.

Note
The length of authentication code is 8-16 bits, including at least two of upper or lower cases
letters and digits.
5. Switch on Add Resource to Area to add terminal(s) to the target area. Select Create Area by
Device Name or Existing Area.
Create Area by Device Name
Add terminals to the area created by the device name.
Existing Area
Add terminals to the existing area.
6. Click Save.
7. Optional: Perform the following operations after adding devices.
Change Select one or more device(s), and then click Change Password.
Password
Note
● Support changing the password of the online Hikvision devices.
● If multiple devices have the same password, you can change the password
for multiple devices simultaneously.

Delete Select the added one or multiple device(s), and then click Delete to delete the
Devices selected devices.
Set Time Select the added one or multiple device(s), and then click Time Zone to
Zone configure the time zone of device. Select Get Device's Time Zone or Manually
Set Time Zone (The time zone settings will be applied to the device
automatically.) according to your requirements. When the time zone of
device and the platform are not consistent, the platform will apply the time
zone settings to the device.
What to do next
After setting general authentication code on the platform, you should enter the platform server's
IP address, registration port No. (7600 by default), and the authentication code on the terminal's
registration interface. Then terminals will be registered to the platform for adding automatically.

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5.4 Configure Device Display Settings

After adding terminal (called device in the following pages) to the platform, you can configure the
display parameters of the device remotely, including the luminance, starting up Logo, etc.
Before You Start
Make sure at least one terminal is added to the platform, and make sure the terminal is online.
Refer to Add Terminal for details.
Steps
1. In the top left corner of the Home Page, select → All Modules → Resource Management →
Device and Server → Digital Signage Terminal .
2. Select one or multiple device(s), and then click Display Settings to enter the Display Settings
page.
3. Set the device operation related parameters.
Brightness Settings
The screen brightness can be adjusted automatically according to the current brightness of
the environment. Also, you can adjust the screen brightness manually. The brightness value is
0 to100. The bigger the value, the lighter the screen.
Starting Up Logo
After enabled, the logo will be displayed when the terminal starts up. The logo is set on the
terminal locally.
SADP
After enabled, the terminal(s) can be detected by the platform via SADP protocol, and be
displayed on the online device list.

Note
● You can enable SADP protocol for either single or multiple terminal(s).
● This function should be supported by the device.

Screen Direction
0
The screen direction is 0° by default.
90
The screen direction will rotate 90° clockwise.
180
The screen direction will rotate 180° clockwise.
270
The screen direction will rotate 270° clockwise.
Enter the Password to Unlock Screen

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After the screen is locked, the password is required to be entered to unlock the screen. The
password is set on the terminal locally.
4. Set the timed related parameters.
Timed Startup / Shutdown
After enabled, you should select the schedule as Daily Schedule or Weekly Schedule, and
then the terminal will start up or shut down according to the schedule.
a. Drag the mouse on the time bar to draw the start up time duration (blue bar) of one day.
The terminal will be shut down on the other time period.

Note
- Supports drawing up to 8 time periods of one day.
- You can click the time period (blue bar), enter the start time and end time of the time
period.
b. You can click Clear to clear the wrong time period you draw on the time bar.
Timed Volume
After enabled, you should select the schedule as Daily Schedule or Weekly Schedule, and
then the terminal's volume will turned on/off according to the schedule.
a. Drag the mouse on the time bar to draw the start up time duration (blue bar) of one day.
The terminal will be shut down on the other time period.

Note
- Supports drawing up to 8 time periods of one day.
- You can click the time period (blue bar), enter the start time and end time of the time
period.
b. You can click Clear to clear the wrong time period(s) you draw on the time bar.
5. Optional: Click Restore to restore the displaying parameters to the default parameters.
6. Click Save to save the configuration.

5.5 Configure Device Parameters Remotely

After adding terminal (called device in the following pages) to the system, you can configure the
parameters of the device remotely, including configuring built-in camera's parameters, linking
external camera, configuring displaying settings and other parameters.

5.5.1 Configure Built in Camera Parameters

Built-in camera is the camera built in the terminal. After adding terminal to the platform, you
should configure the built-in camera parameters, such as device name, function, face similarity,
etc.

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Before You Start

Make sure at least one terminal is added to the platform, and make sure the terminal is online.
Steps
1. In the top left corner of the Home page, select → All Modules → Resource Management →
Device and Server → Digital Signage Terminal .
2. Click on the Operation column to enter the device remote configuration page of terminal.
3. In the Linked Device area, select the channel No. of the built-in camera.
4. In the Linked Device area, the built in camera is displayed by default, click Built in Camera to
enter the camera parameters settings page.
5. Set the parameters.
Device Name
The device name of the built-in camera.
Function
In the drop-down list, select Attendance Check,Live View or Temperature Screening.
Attendance Check
The attendance check function will be enabled, and the attendance data will be displayed
in the attendance programs.
Live View
The live view of the camera will be displayed in the live view window of the normal
programs.
Temperature Screening
Enable the temperature screening function of the camera. The real-time temperature
screening is displayed on the temperature screening program.
Similarity
Set the face similarity for face comparison. When the captured face picture's similarity
reaches the value, it will be regarded as comparison succeeded.
Recognition Distance
It is used to control the recognition distance between the person and camera.
Wearing Mask
Select Yes or No from the drop-down list.
Yes: The camera will recognize persons wearing masks.
No: The camera will not recognize persons wearing masks.
Enable Temperature Prompt
Check Enable Temperature Prompt, then when the camera detects abnormal temperature,
the corresponding prompt will be displayed on the terminal.
Enable Mask Prompt

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Check Enable Mask Prompt, then when the camera detects people without masks, the
corresponding prompt will be displayed on the terminal.
Enable Face Location Prompt
Check Enable Face Location Prompt, then when the camera detects a face, a frame will be
displayed on the terminal.
6. Click Save to save the above settings.

5.5.2 Link External Device to Terminal

After adding terminal to the platform, you can link external devices (such as camera or DVR/NVR)
to the terminal for attendance, live view or temperature screening.
Before You Start
● Make sure the external device has been installed properly.

● Make sure at least one terminal is added to the platform, and make sure the terminal is online.

Steps
1. In the top left corner of the Home page, select → All Modules → Resource Management →
Device and Server → Digital Signage Terminal .
2. Click in the Operation column of the online device to enter the remote configuration page of
terminal.
3. In the Linked Device area, click Add to enter the Add Device page.
4. Set the parameters.
Device Address
Device IP address.
Device Port
Device Port No., by default, it is 8000.
Device Name
Name for the device, which can be used to describe the device function and location, etc.
User Name
The Login account of the device.
Password
The password of the Login account.
Channel No.
The channel No. of the device to be added to the terminal.
5. Click Add Device to finish adding.

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5.5.3 Configure Mode Parameters

On the remote configuration page of terminal, you can configure other parameters except for built-
in camera and external camera, such as basic information, time settings, device operations, timed
configuration and maintenance.

Basic Information
Device Address
Display the IP address of the terminal by default.
Subnet Mask
Display the subnet mask of the terminal by default.
Gateway
Display the gateway of the terminal by default.

Time Settings
Click to customize the time settings.
You can also select Sync with Server Time to synchronize time from the server.
Device Operation, Timed Settings and Maintenance
The display settings of the terminal, refer to Configure Device Display Settings for details.

5.6 Reset Device Password

If you forget the password you use to access the online device, you can request to have a key file
from your technical support and reset the device's password through the platform.
Before You Start
● Make sure the devices you are going to use are correctly installed and connected to the network

as specified by the manufacturers. Such initial configuration is required in order to be able to

connect the devices to the HikCentral FocSign via network.
● The devices should be activated. Refer to Create Password for Inactive Device(s) for details

about activating devices.

Perform this task when you need to reset the device's password.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management .
2. Click Device and Server → Digital Signage Terminal on the left.
3. In the Online Device area, view the device status (shown in the Security column) and click icon
in the Operation column of an active device.
The Reset Password window pops up.

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4. Click Export File to save the device file on your PC.

5. Send the file to the technical support.

Note
For the following operations about resetting the password, contact the technical support.

5.7 Add pStor

You can add pStor server as Recording Server to the HikCentral FocSign for storing the video files
and pictures.
Before You Start
● Make sure the pStor servers you are going to use are correctly installed and connected to the

network as specified by the manufacturers.

● Such initial configuration is required in order to be able to connect the devices to the HikCentral

FocSign via network.

Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management .
2. Click Device and Server → Recording Server on the left.
3. Click Add to enter the Add Recording Server page.
4. Select pStor.
5. Enter the network parameters.
Address
The pStor server's IP address in LAN that can communicate with FocSign server.
Control Port
The control port No. of the pStor server. If it is not changed, use the default value.
Network Port
The network port No. of the pStor server. If it is not changed, use the default value.
Signaling Gateway Port

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The signaling gateway port No. of the pStor server. If it is not changed, use the default value.
6. Enter the user's access key and secret key of the pStor server for downloading pictures via
Control Client.

Note
You can download these two keys on the pStor server's Web Client page.
7. Optional: Switch onEnable Picture Storagefor storing pictures in this pStor.

Note
If this function is enabled, you need to set picture downloading port No., which is used to
download pictures via Control Client.
8. Optional: If you need to access the server via WAN, set the Enable WAN Access switch to ON
and set the corresponding parameters which are available when you access the server via WAN.
9. Enter the name, user name, and password of the pStor server.

Caution
The password strength of the device can be automatically checked. We highly recommend you
change the password of your own choosing (using a minimum of 8 characters, including at least
three kinds of following categories: upper case letters, lower case letters, numbers, and special
characters) in order to increase the security of your product. And we recommend you change
your password regularly, especially in the high security system, changing the password monthly
or weekly can better protect your product.
Proper configuration of all passwords and other security settings is the responsibility of the
installer and/or end-user.
10. Finish adding the server.
- Click Add to add the server and back to the server list page.
- Click Add and Continue to save the settings and continue to add other servers.
11. Optional: Perform the following operations after adding the server.
Edit Server Click Name field of the server and you can edit the information of the
server and view its storage and camera information.
Delete Server Select the server(s) from the list, and click Delete to remove the
selected server(s).
Configure Click , and the login interface of the pStor server displays. You can
Server log in and configure the pStor server.
Search Server Enter keyword(s) in the search box in the top right corner to search for
the target server(s).

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5.8 Group Resources

HikCentral FocSign provides areas to manage the added resources in different groups for
convenient management. For example, you can group the resources into different areas according
to the resources' locations.

5.8.1 Add Area

You can add an area to manage the devices.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Area to enter the area page.
2. Optional: Select the parent area in the area list panel to add a sub area.
3. Click on the area list panel to open the Add Area panel.
4. Select the parent area to add a sub area.
5. Create a name for the area.
6. Select the streaming server from the dropdown list.
7. Click Add.
8. Optional: After adding the area, you can perform one or more of the following operations
Edit Area Click the terminal name in the Name column to edit the terminal.
Delete Area Click to delete a selected area, or press Ctrl on your keyboard and select
multiple areas and then click to delete areas in a batch.

Note
After deleting the area, the resources in the area will be removed from the
area.

Search Area Enter a keyword in the search field of the area list panel to search the area.

5.8.2 Add Terminal to Area

After adding terminal(s) to the platform, you can add the terminal to the area for convenient
management.
Steps

Note
One terminal can only be added to one area. Make sure the area has been added. For details, refer
to Add Area .

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1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Area to enter the area page.
2. Select the area that the terminal(s) to be added to.
3. Click Add.
4. Select the terminal(s) to be added, and then click Add.
The added to terminal(s) will be displayed in the device list of this area.
5. Optional: Perform the following operation according to your requirements.
Delete Device(s) Select the device(s), and then click Delete to delete the device(s) from
this area.
Move to other Select the device(s), and then click Move to Other Area to other Area to
Area move the device(s) to the destination area.
Include Sub-Area If there are sub-area(s) under this area, select Include Sub-Area to display
all the devices of the sub-area(s) in the device list of this area.

5.9 Upgrade Device Firmware

According to the firmware version of the added information release terminals, you can upgrade the
firmware version for them. The following upgrade methods are supported: upgrade via current
Web Client, upgrade via Hik-Connect, and upgrade the old device version.

5.9.1 Upgrade via Current Web Client

You can upgrade device firmware via the current Web Client.
Before You Start
Prepare the firmware package and store the package in the local disk of the PC running the Web
Client.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Firmware Upgrade .
2. Select Via Current Web Client.
3. Set the number of simultaneous upgrade.
4. Click to select the firmware upgrade package.
5. Click Next.
The devices to be upgraded are displayed in the list.
6. Select the devices to be upgraded, click Next.
7. Select the device upgrade plan.
- Select Upgrade Now to upgrade immediately.
- Select Custom to customize a time range, the device will be upgrade in the customized time
range.

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8. Click OK.
What to do next
Click Upgrade Tasks on the upper-right corner of the page to view the upgrade tasks and status.

5.9.2 Upgrade Device Firmware via EZVIZ Cloud Service

For the terminals (called devices in the following pages) added to the platform, you can upgrade
their firmwares via the current Web Client or EZVIZ Cloud service.
Steps
1. In the top left corner of Home page, select → All Modules → General → Resource
Management → Firmware Upgrade .
2. Select Via Hik-Connect to get the firmware package via Hik-Connect service for device firmware
upgrade.
3. Select SYS Server as the upgrade method.

Note
Make sure the SYS server is in work status during device firmware upgrade.
4. Set the device number of devices for Simultaneous Upgrade.
5. Click Next.
All the devices to be upgraded are displayed in the device list.
6. Select the device(s) to be upgraded, and then click Next.
7. Select the upgrade schedule.
- Select Upgrade Now to upgrade immediately.
- Select Custom to customize an upgrade time period, and the device(s) will be upgraded
during this time period.
8. Click OK.

Note
On the upper-right corner of the page, click Upgrade Task to view the upgrade task details and
control the upgrade status.

5.9.3 Upgrade Old Device Firmware

For the terminal whose firmware version is old, the platform can automatically detect this terminal
need to be upgraded, and you can manually upgrade the terminal's firmware.
In the top left corner of Home page, select → All Modules → General → Resource
Management → Device and Server → Digital Signage Terminal .
beside the terminal name indicates this terminal's firmware is old and firmware upgrade is
required. Click to enter the Upgrade Device page.

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Select the terminal(s) you want to upgrade, and then click Local File to select the firmware package
and then click Upgrade to finish upgrading.

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Chapter 6 Digital Signage Management

Digital signage management includes managing materials, programs, schedules, release, etc. It is
widely applied to the industries of entertainment, finance, and traffic for information release. You
can upload local and dynamic materials to the platform for creating programs. The programs can
be released and played on the terminals according to the configured schedule. Also, the platform
supports more other functions including cutting in programs and cutting in text messages.

6.1 Flow Chart

For the first time, you can follow the flow chart below.

Figure 6-1 Flow Chart

● Add Terminal & pStor: You should add digital signage terminals and pStor to the platform. For
details, refer to Add Terminal and Add pStor .
● Add Material: Material is used for creating programs. You can upload local materials from local
PC, or create dynamic materials in the platform. For details, refer to Material Management .
● Create Program: You can create different programs including digital signage program, video wall
program, attendance program, and people counting program in the platform according to the
required application scenarios. For details, refer to Program Management .

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● Create Schedule: You should define a playing schedule for the added programs, which will then
be played according to the scheduled time or method on the terminals. For details, refer to
Schedule Management .
● Approve: The added materials, programs and schedules should be approved before they are
used. For details, refer to Approve .
● Release: You can view the release details and release progress of multiple tasks such as schedule
releasing. After being released, the related task can take effect on the terminals. For details,
refer to Release Management .

6.2 Material Management

Material is used for creating programs. The platform supports various types of materials such as
picture, video, and audio to meet with different program requirements. You can upload materials
from local PC to the platform, or create dynamic materials in the platform. After uploading the
materials, you can mange them including editing, searching, replacing, etc.

6.2.1 Upload Local Material

You can upload local materials which can be used for creating programs. The materials supported
to be uploaded include picture, video, audio, document, APP, etc. For the uploaded materials, you
can perform more operations, including adding to favorites, editing, downloading, deleting, etc.
Steps
1. Click → All Modules → Digital Signage → Materials .
2. Click Upload Local Material and select one or more materials to be uploaded from the local PC.

Table 6-1 Supported Material Types and Formats

Material Types Formats
Picture BMP, JPG, PNG, GIF, JPEG
Video ASF, AVI, MPG, 3GP, MOV, MKV, WMV, FLV,
MP4, RM, RMVB
Audio MP3, WAV, WMA
Document TXT, PDF, EXCEL, WORD, PPT
Webpage HTML, HTM
APP APK

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Note
● A single material should be smaller than 4 GB. The names of any two materials cannot be the

same.
● Up to 1,000 materials can be uploaded to the platform at a time. Up to 10,000 materials can

be stored in the platform.

3. Click Open.
The selected local materials start to be uploaded. Meanwhile, the uploading progress and the
failure details will be displayed (when uploading fails).

Note
● For those materials that fail to be uploaded, click to upload again or click to replace the
material.
● For those materials with the failure reason "duplicated material", you can replace the material

or click Close to cancel uploading.

4. Optional: After uploading the materials, perform the following operations if needed.
Add to/Cancel Click to add the material to favorites or move it from favorites.
Favorites
Edit Material Check one or multiple materials, and click Edit to edit the selected
materials, such as editing the name and the property.
Delete Material Check one or multiple materials, and click Delete to delete the selected
materials.

Note
You cannot delete materials that have been added to a program or
materials that are in the process of releasing.

Download Click to download single material to the local PC.

Material
View Large Click to view large picture of the material.
Picture
Refresh Material Click Refresh to refresh the material list.
Switch Display Click / to view the added materials in the thumbnail mode or in the
Mode of list mode.
Materials
Search Material You can search the added materials via the three methods below.

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● Fuzzy Search: Enter a keyword on the upper right corner of the page,
and click to quickly find the target materials.
● Accurate Search: Click , and filter the added materials according to
the uploaded time, status, sharing property, etc.
● Status Search: Select All, Added to Favorites, or Not Added to Favorites
from the drop-down list on the upper side of the page to filter the
materials.

6.2.2 Create Dynamic Material

You can create and upload dynamic materials used for creating programs to the platform. The
material types supported include webpage, network picture, stream media server, and network
camera. For the uploaded materials, you can perform more operations, including adding to
favorites, editing, downloading, deleting, etc.
Steps
1. Click → All Modules → Digital Signage → Materials .
2. Click Create Dynamic Material, select the material type, and configure other parameters.
Material Type
Webpage
When selecting this type, you should enter the URL address of the webpage.
URL Picture
When selecting this type, you should enter the URL address of the picture.
Stream Media Server
Receive streams from the stream media server. You should enter the URL address of the
stream media server.
IPC
Get video streams from network camera. You should enter the required information of
network camera such as IP address, port No., and channel No.
Name
Define a material name that is easy to identify. Up to 64 characters can be entered.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
material belongs to) and the higher-level organizations can see and use the material.
Private
All users in the current organization (i.e., the organization where the user who creates the
material belongs to) can see and use the material.
Description

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Enter the detailed description of the material to be uploaded.

Area
Set the area which the material belongs to.
3. Finish uploading the material to the platform.
- Click Upload.
- Click Upload and Continue to upload the current material and continue to upload other
materials.
4. Optional: Perform the following operations if needed.
Add to Click to add the material to favorites or move it from favorites.
Favorites/
Cancel
Edit Material Check one or multiple materials, and click Edit to edit the selected
materials, such as editing the name and the property.
Delete Material Check one or multiple materials, and click Delete to delete the selected
materials.

Note
You cannot delete materials that have been added to a program or
materials that are in the process of releasing.

View Large Click to view large picture of the material.

Picture
Refresh Click Refresh to refresh the material list.
Material
Switch Display Click / to view the added materials in the thumbnail mode or in the
Mode of list mode.
Materials
Search Material You can search the added materials via the three methods below.
● Fuzzy Search: Enter a keyword on the upper right corner of the page,

and click to quickly find the target materials.

● Accurate Search: Click , and filter the added materials according to
the uploaded time, status, sharing property, etc.
● Status Search: Select All, Added to Favorites, or Not Added to Favorites

from the drop-down list on the upper side of the page to filter the
materials.

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6.3 Program Management

Program is composed of various materials. When released, the program will be played on the
terminal to function as a prompt, notice, etc. You can add programs (including digital signage
program, video wall program, attendance program, and people counting program) to the platform
according to different application scenarios. When creating programs, you can custom the layout
of the program and add materials to the program as needed. You can also manage the added
programs such as previewing, releasing, and cutting in.

6.3.1 Create Digital Signage Program

Digital signage program can be used in multiple application scenarios (e.g., playing a program
related with commodity information at the entrance of a chain supermarket), helping to spread
information in a convenient and efficient way.
Before You Start
You have added materials to the platform and the materials have been approved. For details, refer
to Material Management and Approve .
Steps
1. In the top left corner of Home page, select → All Modules → Digital Signage → Programs →
Digital Signage .
2. Click Add.
3. In the pop-up window, configure program parameters.
Name
Define a program name that is easy to identify. You can enter up to 64 characters.
Screen Size
Select the screen size as Landscape Mode, Portrait Mode, or Custom.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
program belongs to) and the higher-level organizations can see and use the program.
Private
All users in the current organization (i.e., the organization where the user who creates the
program belongs to) can see and use the program.
Area
Set the area which the program belongs to.
Description
Enter the program description, such as usage, applicable scenarios, and overview of program
content. You can enter up to 64 characters.

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4. Click Next.
5. Select a template type and the corresponding template as needed.

Note
● You can click to add the template to Favorites. Up to 1,000 templates can be added to
Favorites.
● You can click My Favorites tab in the lower-left corner to view and select the template that
have been added to Favorites.
6. Click OK.
7. Edit page properties, including page name, background, and play time.

Figure 6-2 Page Settings

8. Optional: Add, delete, or adjust program pages at the bottom side.
Add Click / to add new page(s).
Delete Put the cursor on the page, and click on the upper right corner to delete
the current page.
Adjust Click a page and drag it to the desired location to adjust the sequence of
Sequence program pages.
9. Select a material from the left list and drag it to the corresponding window in the template to
add the selected material.

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Figure 6-3 Add Materials

Table 6-2 Page Description

Number Description
1 There are 10 types of windows. Audio window cannot be added
with video window or live video window at the same time.͘ Up to
16 windows can be added for single page.
2 You can select materials from All or Favorites list. Click to add
other materials from local PC to the platform. Also, you can search
materials, delete materials, and refresh material list.
3 You can click to add a text window in the template; click to
add a button window in the template (only available for
touchscreen terminals); click / / / to move the window
layer up/down/stick on top/stick at bottom.
4 You can enable Auto Snap, and two windows will be connected
when they are near enough.
10. Set window properties, including window position, window type, switching method, etc.
Window Position
Set the window position by entering the width, height, and coordinate of the window.
Window Type
Normal

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The normal window is displayed by default when the program is played. You can set
window jump link and page jump link for such window.
Popup Window
The pop-up window is hidden by default. Only after setting a redirect link for a normal
window and clicking the link, the hidden window will be popped up.
Switching Method
For Android touchscreen terminals, you can open the specified content by linking to a
window or page.
No Skip
There is no linked window or page to the current window which is played on the
terminal.
Jump to Next Window
You should set the jump link. When the Window A is played on the terminal, you can click
the link to jump to its linked window.
Jump to Next Page
You should set the jump link. When the Window A is played on the terminal, you can click
the link to jump to its linked page.
Move Window Layer
Click / / / to move the window layer up/down/stick on top/stick at bottom.
Switching Effect
Select the switching effect from the drop-down list for the current window. There are 11
types of switching effect.
Play Time
Set the playing duration for the current window.

Note
The playing time of a window can not exceed the playing time of a page, or the exceeding
part of the program will not be played.
11. Optional: On the current editing program page, perform the following operations if needed.
Edit Program Click to edit program parameters in the pop-up window. For details,
refer to Step 3.
Preview Click Preview to view the current program on the terminal.
Program
Cut-In Click Cut-in to cut in the current program.

Note
For details, refer to Cut in Program .

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Create Click Next to enter the managing schedules page and create a schedule
Schedule for the program.

Note
For details, refer to Schedule Management .
12. Click Save to save the current program.
13. Optional: In the program list page, perform the following operations if needed.
View Program Click / to view the added programs in the thumbnail mode or in
in List or the list mode.
Thumbnail
Mode
Add Program to Click to add the current program to Favorites.
Favorites
Copy Program Click to enter editing program page. Click Save on the upper right
corner to copy the current program, and a new program with the same
content is created.

Note
When copying a program (e.g., Program A) for the first time, the name
of the new program (Program A_1) will be generated automatically. If
you need to copy this program (Program A) for a second or more times,
you should manually edit its name, or the program cannot be created
successfully.

Cut-In Click to cut in the current program. For details, refer to Cut in
Program .
Create Click to enter the managing schedules page and create a schedule
Schedule for the program. For details, refer to Schedule Management .
Enlarge Click to enlarge the program page and view it.
Program Page
Filter Program You can filter programs via the following three methods:
● Select All, Added to Favorites, or Not Added to Favorites from the

drop-down list on the upper side of the page to filter to filter

programs according to whether they have been added to Favorites or
not.
● Enter a keyword in the search field on the upper right corner, and

click to quickly search for the target programs.

● Click , and filter programs by conditions such as uploading time,
status, and sharing property.

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Refresh Click Refresh to refresh the program list. The programs will be listed
Program List according to the time they are added.
Delete Program Check one or more programs, and click Delete to delete the selected
programs.

Note
Programs that are releasing or cutting in cannot be deleted.

6.3.2 Create Video Wall Program

You can create video wall programs in the platform. The program can be used to display programs
of multiple terminals joined in the video wall. The platform provides layout choices for a certain
dimension of video wall. You can select one type of layout according to the actual scene and edit it
as needed. After creating the program, you can cut in program.
Before You Start
You have configured video wall before applying the video wall programs. For details, refer to
Configure Video Wall .
Steps
1. In the upper-left corner of the Home page, select → All Modules → Digital Signage →
Programs → Video Wall .
2. Click Add.
3. In the pop-up window, configure program parameters.
Name
Define a program name that is easy to identify. You can enter up to 64 characters.
Video Wall Dimension
Set the video wall dimension.

Note
The maximum dimension is 1 × 10 or 10 × 1.
Digital Signage Screen Type
Select Landscape Mode or Portrait Mode as needed.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
program belongs to) and the higher-level organizations can see and use the program.
Private

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All users in the current organization (i.e., the organization where the user who creates the
program belongs to) can see and use the program.
Area
Set the area which the program belongs to.
Description
Enter the program description, such as usage, applicable scenarios, and overview of program
content. You can enter up to 64 characters.
4. Click Next.
5. Optional: Select video wall layout according to actual need.
- When the dimension is no bigger than 1 × 5 or 5 × 1 (i.e., 1 × 2, 2 × 1, 1 × 3, 1 × 4, 1 × 5), select
a predefined video wall layout from the list.
- When the dimension is bigger than 1 × 5 or 5 × 1 (i.e., 1 × 6, 1 × 7, 1 × 8, 1 × 9, 1 × 10), select
No Layout or Custom Layout.
6. Click OK.
7. Edit page properties, including page name, background, and play time.

Figure 6-4 Page Settings

8. Optional: Add, adjust, or delete program page(s) at the bottom side.
Add Click / to add new page(s).
adjust Drag pages to adjust their sequence.
Delete Put the cursor on the page, and click on the upper right corner to delete the
current page.
9. Select a material from the left list and drag it to the corresponding window to add the selected
material.

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Figure 6-5 Add Materials

Table 6-3 Page Description

Number Description
1 There are 2 types of windows. You can add picture window or
video window.
2 You can select materials from All or My Favorites list. Click to
add other materials from local PC to the platform. Also, you can
search materials, delete materials, and refresh material list.
3 You can click / / / to move the window stick on top/
stick at bottom/layer up/down.
4 You can enable Auto Snap, mutual windows will be connected
when they are near to each other enough. Also, the window and
the division line will be connected when they are near enough.
5 Click / or drag the slider to zoom in or zoom out the
canvas.
6 Click / to pan or reset the canvas.
10. Set window properties, including window position, window type, switching method, etc.
Current Window
Select the material added to the current window.
Window Position
Set the window position by entering the width, height, and coordinate of the window.
Window Type
Normal

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The normal window is displayed by default when the program is played. You can set
window jump link and page jump link for such window.
Popup Window
The pop-up window is hidden by default. Only after setting a redirect link for a normal
window and clicking the link, the hidden window will be popped up.
Switching Method
For Android touchscreen terminals, you can open the specified content by linking to a
window or page.
No Skip
When the Window A played on the terminal, there is no other pop-up window or page.
Jump to Next Window
You should set the jump link. When the Window A is played on the terminal, you can click
the link to jump to its linked window.
Jump to Next Page
You should set the jump link. When the Window A is played on the terminal, you can click
the link to jump to its linked page.
Move Window Layer
Click / / / to move the window layer up/down/stick on top/stick at bottom.
Switching Effect
Select the switching effect from the drop-down list for the current window. There are 11
types of switching effect.
Play Time
Set the playing duration for the current window.

Note
For details, refer to Cut in Program .

Create Click Next to enter the managing schedules page and create a schedule
Schedule for the program.

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Cut-In Click to cut in the current program. For details, refer to Cut in
Program .
Create Schedule Click to enter the managing schedules page and create a schedule
for the program. For details, refer to Schedule Management .
Enlarge Click to enlarge the program page and view it.
Program Page
Filter Program You can filter programs via the following three methods:
● Select All, Added to Favorites, or Not Added to Favorites from the

drop-down list on the upper side of the page to filter to filter

programs according to whether they have been added to Favorites or
not.
● Enter a keyword in the search field on the upper right corner, and

click to quickly search for the target programs.

● Click , and filter programs by conditions such as uploading time,
status, and sharing property.
Refresh Click Refresh to refresh the program list. The programs will be listed
Program List according to the time they are added.

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Delete Program Check one or more programs, and click Delete to delete the selected
programs.

6.3.3 Create Attendance Program

You can create attendance programs in the platform. The program can be used to display the
persons' basic information (name and gender), check-in time and temperature information. You
can also configure welcoming words for persons when they check in. The platform provides two
types of program templates including Attendance and Temperature Screening Template and
Attendance Template. You can select one template according to the actual scene and edit the
predefined template as needed. After creating the program, you can preview the program, cut in
program, etc.
Before You Start
You have added terminal(s) to the platform and have linked a device that supports face attendance
with the terminal. For details, refer to Add Terminal and Link External Device to Terminal .
Steps
1. In the top left corner of Home page, select → All Modules → Digital Signage → Programs →
Attendance .
2. Click Add.
3. In the pop-up window, configure program parameters.
Name
Define a program name that is easy to identify. You can enter up to 64 characters.
Screen Size
Select the screen size as landscape mode or portrait mode.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
program belongs to) and the higher-level organizations can see and use the program.
Private
All users in the current organization (i.e., the organization where the user who creates the
program belongs to) can see and use the program.
Area
Set the area which the program belongs to.
Description
Enter the program description, such as usage, applicable scenarios, and overview of program
content. You can enter up to 64 characters.
4. Click Next.
5. Select a template type and the corresponding template as needed.

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Figure 6-6 Create Program

Basic Settings
Configure the content and font size for main title and sub title; and set the Alarm
Temperature Threshold.
Check-in Information Display Settings
Added Person Information
Configure whether to display the added person information, including name, gender,
check-in time, and skin-surface temperature. You can also add custom fields.
Unknown Person Information
Configure whether to display the unknown person information, such as gender, check-in
time, and skin-surface temperature. You can also configure the time period of displaying
the check-in records.

Note
Added persons refers to persons that have been added to the platform, while unknown
persons refers to persons that have not been added to the platform.
More
Click to set the background picture for the current program.

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Note
Make sure you have added picture materials to the platform and the materials have been
approved. For details, refer to Material Management and Approve .
Advertisement Settings
You can add advertisements (pictures or videos) to the program, and configure switching
effect and playing time for the advertisements.

Note
Only when selecting Attendance Template, you can configure advertisement.
7. Optional: On the current editing program page, perform the following operations if needed.
Edit Program Click to edit program parameters in the pop-up window. For details,
refer to Step 3.
Preview Click Preview to view the current program on the terminal.
Program
Cut-In Click Cut-in to cut in the current program.

Note
For details, refer to Cut in Program .

Create Click Next to enter the managing schedules page and create a schedule for
Schedule the program.

Note
For details, refer to Schedule Management .
8. Click Save to save the current program.
9. Optional: On the program list page, perform the following operations if needed.
View Program Click / to view the added programs in the thumbnail mode or in the
in List or list mode.
Thumbnail
Mode
Add Program to Click to add the current program to Favorites.
Favorites
Copy Program Click to enter editing program page. Click Save on the upper right corner
to copy the current program, and a new program with the same content is
created.

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Note
When copying a program (e.g., Program A) for the first time, the name of
the new program (Program A_1) will be generated automatically. If you
need to copy this program (Program A) for a second or more times, you
should manually edit its name, or the program cannot be created
successfully.

Cut-In Click to cut in the current program. For details, refer to Cut in Program .
Create Schedule Click to enter the managing schedules page and create a schedule for
the program. For details, refer to Schedule Management .
Enlarge Click to enlarge the program page and view it.
Program Page
Filter Program You can filter programs via the following three methods:
● Select All, Added to Favorites, or Not Added to Favorites from the drop-

down list on the upper side of the page to filter to filter programs
according to whether they have been added to Favorites or not.
● Enter a keyword in the search field on the upper right corner, and click

to quickly search for the target programs.

● Click , and filter programs by conditions such as uploading time,
status, and sharing property..
Refresh Click Refresh to refresh the program list. The programs will be listed
Program List according to the time they were added.
Delete Program Check one or more programs, and click Delete to delete the selected
programs.

Note
Programs that are releasing or cutting in cannot be deleted.

6.3.4 Create People Counting Program

You can create people counting program in the platform. The program is used to display the people
counting information (the remaining people and people stayed) in a certain location, mask
information, and skin-surface temperature information. For people with no masks or whose
temperature is abnormal, you can enable voice alarm for them. The platform provides two types of
templates for different application scenarios: People Counting & Temperature Screening template,
and Temperature Screening template. You can select a template according to the actual scene and
edit the predefined template. After creating the program, you can preview the program, cut in
program, etc.

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Before You Start

You have added terminal(s) to the platform and have linked a device that supports people counting
or temperature screening function with the terminal. For details, refer to Add Terminal and Link
External Device to Terminal .
Steps
1. In the top left corner of Home page, select → All Modules → Digital Signage → Programs →
People Counting .
2. Click Add.
3. In the pop-up window, configure program parameters.
Name
Define a program name that is easy to identify. You can enter up to 64 characters.
Screen Size
Select the screen size as landscape mode or portrait mode.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
program belongs to) and the higher-level organizations can see and use the program.
Private
All users in the current organization (i.e., the organization where the user who creates the
program belongs to) can see and use the program.
Area
Set the area which the program belongs to.
Description
Enter the program description, such as usage, applicable scenarios, and overview of program
content. You can enter up to 64 characters.
4. Click Next.
5. Select a template type and the corresponding template as needed.

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Figure 6-7 Create Program

Normal
The program only contains the people counting related information, such as remaining entry
and people stayed.
Alarm Status
The program contains mask information, abnormal temperature information, and people
counting related information.
General Settings
You can check whether to display people counting related information, such as prompt for
people counting, people counting icon, and the number of people stayed. You can enable
audio prompt and select the corresponding audio file for normal temperature. The
configurations in this area will be applied to Normal and Alarm Status simultaneously.
Alarm Status Settings
You can check whether to display alarm status related information, such as prompt for
abnormal temperature; set max. people stayed; enable voice alarm for no mask, abnormal
temperature and people full, and configure corresponding audio file for them.
Advertisement Settings
You can add advertisements (pictures or videos) to the program, and configure switching
effect and playing time for the advertisements.

Note
Only when selecting People Counting & Temperature Screening Template, you can configure
advertisement.
More

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Click to set the background picture and the alarm picture for the current program.

Note
Make sure you have added picture materials to the platform and the materials have been
approved. For details, refer to Material Management and Approve .
7. Optional: On the current editing program page, perform the following operations if needed.
Edit Program Click to edit program parameters in the pop-up window. For details,
refer to Step 3.
Preview Click Preview to view the current program on the terminal.
Program
Cut-In Click Cut-in to cut in the current program.

Note
For details, refer to Cut in Program .

Create Click Next to enter the managing schedules page and create a schedule for
Schedule the program.

Note
When copying a program (e.g., Program A) for the first time, the name of
the new program (Program A_1) will be generated automatically. If you
need to copy this program (Program A) for a second or more times, you
should manually edit its name, or the program cannot be created
successfully.

Cut-In Click to cut in the current program. For details, refer to Cut in Program .

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Create Schedule Click to enter the managing schedules page and create a schedule for
the program. For details, refer to Schedule Management .
Enlarge Click to enlarge the program page and view it.
Program Page
Filter Program You can filter programs via the following three methods:
● Select All, Added to Favorites, or Not Added to Favorites from the drop-

to quickly search for the target programs.

Note
Programs that are releasing or cutting in cannot be deleted.

6.4 Schedule Management

You can create a schedule and define a playing schedule to play the added programs on the
terminals according to the scheduled time or method. The platform supports default schedule,
loop schedule, or you can customize your schedule including playing by date or by week. For the
added schedules, you can perform more operations such as editing, releasing, searching,
exporting, and adding to favorites.

6.4.1 Create a Schedule

You can create schedules for the added programs so that the programs will be played on the
terminals according to the scheduled time or method. For the added schedule(s), you can perform
more operations such as editing, adding to favorites, exporting, and releasing the schedule.
Before You Start
Make sure you have created programs in the platform. For details, refer to Program Management .
Steps
1. Enter the Create Schedules page.
- After creating a program, click Next.

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- In the top right corner of the Home page, select → All Modules → Digital Signage →
Schedules → Add .
- Select → All Modules → Digital Signage Management → Schedules → Add .
2. In the pop-up Create Schedules window, set the related information, and click OK.
Name
Define a schedule name that is easy to identify.
Program Type
Select Other Program or Video Wall Program.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
schedule belongs to) and the higher-level organizations can see and use the schedule .
Private
All users in the current organization (i.e., the organization where the user who creates the
schedule belongs to) can see and use the schedule.
Area
Set the area which the schedule belongs to.
Description
Enter the schedule description.
3. Select the play mode as Play by Date, Play by Week or Custom Play.
Play by Date/Week
Play the program according to a daily/weekly schedule.
Custom
Customize the schedule within up to 90 days.
4. Select program(s) from the program list and drag to the timeline on the right side.

Note
● You can click All or My Favorites to display all programs or programs that have been added to

favorites.
● You can select Landscape Mode, Portrait Mode, or Custom from the drop-down list to filter

programs.
● If you have selected the program type as video wall program in Step 2, you can filter programs

by setting the video wall dimension.

● If you have selected the program type as other program in Step 2, you can select programs

from the lists of digital signage programs, attendance programs, or people counting programs.
● You can enter keywords in the search box to filter programs.

5. Move the cursor to the timeline, and drag the cursor on the timeline to specify the playing time
of the program.

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Note
When hovering the cursor on the program's playing time, you can view the thumbnail of the
program.
6. Optional: Adjust the program schedule.
- Move the cursor to the program bar on the timeline and drag the right and left edges to
adjust the beginning time and end time of the program.
- Click the program bar on the timeline, and adjust the beginning time and end time of the
program in the input box.
- Click to copy the program to other time periods.
- Click to delete the program in this time period.
7. Click Save to save the current schedule.
8. Optional: Click Release to enter the release page.

Note
For details, refer to Release a Program Schedule .
9. Optional: After creating schedules, perform the following operations as needed.
Edit Schedule Click the name of the schedule and then click to enter Arrange Schedule
page and you can edit the schedule information.
Delete Select one or more schedules, click Delete to delete the selected schedules.
Schedule
Release Click to release the selected schedule. For details, refer to Release a
Schedule Program Schedule .
Export Click to export the schedule.
Schedule
Add to Click or to add the schedule to favorites or move it from favorites.
Favorites/
Cancel Note
You can add up to 1,000 schedules to favorites.

Refresh Click Refresh to refresh the schedule list.

Schedule
Search You can search the added schedules via the three methods.
Schedule ● Fuzzy Search: Enter a keyword on the upper right corner of the page, and

click to quickly find the target schedules.

● Accurate Search: Click on the upper right corner of the page, and set
the search conditions such as status and sharing property to quickly filter
the target schedules.
● Status Search: Select All, Added to Favorites, or Not Added to Favorites

from the drop-down list on the upper side of the page to filter the
schedules.

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6.4.2 Create a Loop Schedule

You can create a loop schedule for the added programs. With loop schedule configured, the added
programs will be played repeatedly according to the play mode, including normal mode and period
mode. You can add multiple playlists to meet different requirements.
Before You Start
Make sure you have created programs in the platform. For details, refer to Program Management .
Steps
1. Enter the Create Schedules page.
- After creating a program, click Next.
- In the top right corner of the Home page, select → All Modules → Digital Signage →
Schedules → Add .
- Select → All Modules → Digital Signage Management → Schedules → Add .
2. In the pop-up Create Schedules window, set the related information, and click OK.
Name
Define a schedule name that is easy to identify.
Program Type
Select Other Program or Video Wall Program.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
schedule belongs to) and the higher-level organizations can see and use the schedule .
Private
All users in the current organization (i.e., the organization where the user who creates the
schedule belongs to) can see and use the schedule.
Area
Set the area which the schedule belongs to.
Description
Enter the schedule description.
3. Select the play mode as Play in Loop.
4. Select a program in the program list and drag the program to the playlist.

Note
● You can click All or My Favorites to display all programs or programs that have been added to
favorites.
● You can select Landscape Mode, Portrait Mode, or Custom from the drop-down list to display
corresponding programs.

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● If you have selected the program type as video wall program in Step 2, you can filter programs
by setting the video wall dimension.
● If you have selected the program type as other program in Step 2, you can select programs

from the lists of digital signage programs, attendance programs, or people counting programs.
● You can enter keywords in the search box to filter programs.

● You can add up to 8 programs to a single playlist.

5. Set the play mode.

Normal Mode
Play the program orderly and repeatedly.
Period Mode
Play the programs orderly and repeatedly in specific time period. The time periods for
different playlists cannot be overlapped.

Note
The priority of Period Mode is higher than that of Normal Mode. Only one playlist can be set to
normal mode.
6. Optional: Click Add Playlist to add more playlists.

Note
You can add up to 8 playlists.
7. Click Save to save the current schedule.
8. Optional: Click Release to enter the release page.

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Refresh Click Refresh to refresh the schedule list.

Schedule
Search You can search the added schedules via the three methods.
Schedule ● Fuzzy Search: Enter a keyword on the upper right corner of the page, and

click to quickly find the target schedules.

● Accurate Search: Click on the upper right corner of the page, and set
the search conditions such as such as status and sharing property to
quickly filter the target schedules.
● Status Search: Select All, Added to Favorites, or Not Added to Favorites

from the drop-down list on the upper side of the page to filter the
schedules.

6.4.3 Create a Default Schedule

With the default schedule enabled, the terminal will play the default video automatically if there is
no program or cut-in. After creating a default schedule, you can perform more operations such as
editing, adding to favorites, exporting, and releasing the schedule.
Before You Start
Make sure you have created programs in the platform. For details, refer to Program Management .
Steps
1. Enter the Create Schedules page.
- After creating a program, click Next.
- In the top right corner of the Home page, select → All Modules → Digital Signage →
Schedules → Add .
- Select → All Modules → Digital Signage Management → Schedules → Add .
2. In the pop-up Create Schedules window, set the related information, and click OK.
Name
Define a schedule name that is easy to identify.
Program Type
Select Other Program or Video Wall Program.
Sharing Property
Public
All users in the current organization (i.e., the organization where the user who creates the
schedule belongs to) and the higher-level organizations can see and use the schedule .
Private
All users in the current organization (i.e., the organization where the user who creates the
schedule belongs to) can see and use the schedule.
Area

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Set the area which the schedule belongs to.

Description
Enter the schedule description.
3. Select the play mode as By Default.
4. Select a program in the program list, and drag the program to the right.

Note
● You can click All or My Favorites to display all programs or programs that have been added to

favorites.
● You can select Landscape Mode, Portrait Mode, or Custom from the drop-down list.

● If you have selected the program type as video wall program in Step 2, you can filter programs

by setting the video wall dimension.

● If you have selected the program type as other program in Step 2, you can select programs

from the lists of digital signage programs, attendance programs, or people counting programs.
● You can enter keywords in the search box to filter programs.

5. Click Save to save the current schedule.

6. Optional: Click Release to enter the release page.

Note
For details, refer to Release a Program Schedule .
7. Optional: After creating schedules, perform the following operations as needed.
Edit Schedule Click the name of the schedule and then click to enter Arrange Schedule
page and you can edit the schedule information.
Delete Select one or more schedules, click Delete to delete the selected schedules.
Schedule
Release Click to release the selected schedule. For details, refer to Release a
Schedule Program Schedule .
Export Click to export the schedule for offline view.
Schedule
Add to Click or to add the schedule to favorites or move it from favorites.
Favorites/
Cancel Note
You can add up to 1,000 schedules to favorites.

Refresh Click Refresh to refresh the schedule list.

Schedule
Search You can search the added schedules via the three methods.
Schedule

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● Fuzzy Search: Enter a keyword on the upper right corner of the page, and
click to quickly find the target schedules.
● Accurate Search: Click on the upper right corner of the page, and set
the search conditions such as status and sharing property to quickly filter
the target schedules.
● Status Search: Select All, Added to Favorites, or Not Added to Favorites
from the drop-down list on the upper side of the page to filter the
schedules.

6.5 Approve
The added materials, programs and schedules should be approved before they are used.

Note
Only users with the permission to approve materials, programs and schedules can approve the
related contents.

In the top left corner of Home page, select → All Modules → Digital Signage → Approval .
Select the content to be approved, including Material, Program, and Schedule, select the approval
result, and give suggestions.
●
Approve One by One: In the Operation column, click to pass the approval; click to deny
the approval.
● Batch Approval: Check multiple materials, programs or schedules, click Pass to pass the
approval; click Deny to deny the approval.

Note
● You can enter up to 128 characters for the approval suggestions.
● There are three types of check status: Passed, Denied, and To be Checked. When the check
status of a material is changed from Passed to Denied, the status of its related programs and
schedules is changed into To be Checked.

6.6 Release Management

You can view the release details and release progress of multiple tasks (such as schedule releasing
and cutting in program). After being released, the above tasks can take effect on the terminals.

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6.6.1 Release a Program Schedule

For the approved program schedule, you should release the schedule to the terminals. When
releasing a schedule, you can set the release mode, effective mode and the terminal(s). The
program will then be played according to the configured method on the terminals.
Before You Start
● You have added terminals to the platform. For details, please refer to Add Terminal .

● The program schedules to be released should have been approved. For details, refer to

Approve .
Steps
1. Enter the releasing schedule page.
- After creating the programs, click Next. For details about creating programs, refer to Program
Management .
- Click → All Modules → Digital Signage → Programs , select a program type, move the
cursor to a program, click to enter the adding schedules page, and click Release on the
upper right corner.
- Click → All Modules → Digital Signage → Schedules to enter managing schedules page,
and click .
2. Enter the task name.
3. Select the release mode as Release Later or Release Immediately.

Note
When selecting Release Later, you should set the release time, and the program schedule will be
released at the configured time period.
4. Select the effective mode as Take Effect Immediately or Take Effect Later.

Note
When selecting Take Effect Later, you should set the effective time. Only after the program takes
effect, it can be played on the terminal.
5. Select an area, and check one or more devices in the selected area.

Note
You can enter a keyword in the search box to quickly find the target area or device.
6. Click OK.

6.6.2 Cut in Text Message

You can cut in text message(s) for one or more terminals. When configuring cut-in text message(s),
you can set the playing time, location, etc., of the text message and preview the displaying effects

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of them in the platform. The terminals will play the cut-in text message according to the configured
time and method.
Before You Start
You have added terminal(s) to the platform. For details, refer to Add Terminal .
Steps
1. In the top left corner of Home page, select → All Modules → Digital Signage → Device
Control → Digital Signage Control .
2. Check one or more online devices in the list.

Note
You can enter a keyword in the search box on the upper right corner to quickly find the target
device(s).
3. Click Cut In Message to enter the Cut In Message page.
4. Enter the customized task name.
5. In Edit Text Message area, enter the text content and the corresponding play time.

Note
● The playing time for different cut-in text messages can be overlapped.

● You can click in the Operation column to view the playing effect of the current text
message on the right side of the page.
6. In Text Message Property area, set the configuration mode, front size and color, background,
etc., for the text message.
7. Click Cut-in.

Note
Cut-in text messages do not need to be approved.

6.6.3 Cut in Program

You can cut in a program when creating or managing programs in the platform. The cut-in program
will precede other programs and play on the terminal in the configured method.
Before You Start
● Make sure you have added terminal(s) to the platform. For details, please refer to Add Terminal .

● The program schedules to be released should have been approved. For details, refer to

Approve .
Steps
1. Enter Cut-in Program page.
- Select → All Modules → Digital Signage → Programs , select a program type, move the
cursor to a program, and click .
- After creating a program, click Cut-in on the upper right corner of the page.

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2. Enter the task name.

3. Select the cut-in mode as Play Duration (h/m/s) or End Time.
4. Select one or more terminals for the cut-in programs.

Note
You can enter a keyword in the search box to quickly find the target device(s).
5. Click OK.

6.6.4 View Release Records

You can view release records of all the tasks (such as releasing schedules and cut-in text messages)
and the details of their release status.
Click → All Modules → Digital Signage → Release . You can view release details of all the tasks
in the platform, including task name and type, release time and status (Released or Failed), etc.
Also, you can perform more of the following operations.

Figure 6-8 View Release Records

● View Release Details: click to view release status details of each task, including terminal
device, release progress, and status.

Note
○ For a task that is releasing, you can click Cancel Release to cancel releasing the task. For a task

that failed to be released or was canceled releasing, you can click Release again to release the
task again.
○ When there are multiple pieces of release status, you can enter a keyword in the search box to

search for the target release status.

● Release Schedule: For unreleased schedules, click to enter releasing schedules page. For
details, refer to Release a Program Schedule .
● Delete Task: Click to delete single release task; Check multiple tasks, and click Delete to batch
delete the selected tasks.
● Release Again: For a task that failed to be released, you can click to release the task again.

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6.7 Device Control

After adding terminals to the platform or configuring video walls on the platform, you can control
the terminals or video walls, such as starting up, shutting down, playing programs, setting the
volume, etc.

6.7.1 Control Terminal

After adding terminals to the platform, you can control the terminals on the platform, such as
starting up, shutting down, playing programs, setting the volume, etc.

Note
Make sure you have added terminals to the platform. See details in Add Terminal .

In the top left corner of Home page, select → All Modules → Digital Signage → Device Control
→ Digital Signage Control .

Figure 6-9 Digital Signage Control

Perform the following operations as needed.

Functions Operations
Switch Display Mode Click / to display the added terminals in thumbnail/list
mode.
Refresh Terminal List Click Refresh to refresh the terminal list.

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Functions Operations
View Terminal Details Click in the Operation column to view the details of the
terminal, such as software version, system version, IP address,
MAC address, CPU usage, HDD usage, etc.
Search Terminals ● Click , set the search conditions (such as network status,
cut-in status, release status, playback status) and click Search
to search for the target terminals.
● Enter a keyword in the search box to search for the target
terminals.

Select one or multiple devices and perform the following operations as needed.
Start UP / Shut Down / Reboot
Remotely start up/shut down/reboot the terminal(s).
Play/Stop
Play/stop the programs on the screen of the terminal(s).
Set Volume
Set the output volume of the terminal.
Cut in Message
Go to the Cut in Message page to customize the cut-in messages displayed on the screen of the
terminal(s).
Stop Cut-In/Stop Message
Stop cutting in programs. / Stop cutting in messages.
Clear Content on Terminal
Clear all the contents to be played on the terminal(s), including programs, cut-in programs/
message, etc.
Timed Startup/Shutdown Enabled
Timed Startup/Shutdown Disabled
Enable/Disable start up/shut down terminal(s) according to the schedule.

Note
For details about timed start up/shut down, refer to Configure Device Display Settings .
Timed Volume On
Timed Volume Off
Turn on/off the volume of the terminal(s) based on the schedule you set.

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Note
For details about timed volume on/off, refer to Configure Device Display Settings .
Start Sync. Playing on Terminal
Stop Sync. Playing on Terminal
Start or stop synchronous playing on terminals.
Show/Hide
Show or hide the release progress.
Valid Default Schedule/Invalid Default Schedule
If you create default video schedule for the terminal(s), you can manually control the schedule
valid or invalid.

Note
For details about creating default video schedule, refer to Create a Default Schedule .
Screenshot
Generate the screenshot(s) of the terminal(s), which is/are in JPG format.
NTP Time Sync.
The time synchronization of NTP server should be enabled when starting synchronous playing
on the terminals. See details in Set NTP .
Restore Default
Restore the parameters of the terminal(s) to the default settings.
Remote Debugging
Enable the Android debug bridge for the terminal(s), and enter the debugging contents.
Log Export
Export the logs of the terminal(s) in ZIP format.

6.7.2 Control Video Wall

You can control the video walls after adding them to the platform.
Before You Start
Make sure you have added video walls. See details in Configure Video Wall .
Steps
1. In the top left corner of Home page, select → All Modules → Digital Signage → Device
Control → Video Wall Control .

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Note
The multiple terminals that constitute the video wall should be controlled as a whole, or the
playing status of different terminals will not be the same.

Figure 6-10 Video Wall Control

2. Optional: Perform the following operations.
Switch Display Click / to display the added video walls in thumbnail/list mode.
Mode
Refresh Video Click Refresh to refresh the video wall list.
Wall List
Search Video ● Click , set the search conditions (dimension, screen type, network
Walls status, play status, cut-in status, release status) and click Search to
search for the target video walls.
● Enter a keyword in the search box to search for the target video walls.

3. Optional: Select one or multiple video walls and perform the following operations.
Start UP / Shut Remotely start up, shut down, or reboot the video walls.
Down / Reboot
Play/Stop Play or stop the programs or cut-in messages on the video walls.
Volume Set the volume of the video walls.
Stop Cut-In Stop cutting in programs.
Clear Playing Content Clear all contents to be played on the video walls.
Timed Startup/ Enable or disable startup/shutdown according to the schedule.
Shutdown Enabled
Timed Startup/ Note
Shutdown Disabled For details about timed startup/shutdown, see details in Configure
Device Display Settings .

Timed Volume On Turn on/off the volume of the video walls based on the configured
Timed Volume Off schedule.

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Note
For details about timed volume on/off, see details in Configure
Device Display Settings .

NTP Time Sync. The time synchronization of NTP server should be enabled when
starting synchronous playing on the terminals. See details in Set
NTP .
Restore Default Restore the parameters of the terminals to the default settings.

6.8 Other Configurations

In Other Configurations module, you can configure material storage location, configure video walls,
and migrate the date.

6.8.1 Set Material Storage Location

The materials uploaded can be saved to the local storage or pStor server.
Steps
1. In the top left corner of Home page, select → All Modules → Digital Signage → Other
Configurations → Material Storage Location .
2. Select a storage location from the drop-down list.
3. Click Save to save the above settings.

6.8.2 Configure Video Wall

A video wall is made up of multiple terminals. After adding more than one terminals to the
platform, you can configure video walls with custom dimensions (row × column).
Before You Start
Make sure you have added at least two terminals to the platform and have enabled the time
synchronization of NTP server. See details in Add Terminal and Set NTP .
Steps
1. In the top left corner of Home page, select → All Modules → Digital Signage → Other
Configurations → Video Wall Configuration .
2. Click Add.

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Figure 6-11 Add Video Wall

3. Specify the video wall dimension (row × column).
4. Enter the video wall name.
5. Select Landscape Mode or Portrait Mode as the screen type.
6. In Link Device area, drag the devices from the device list to the screen on the right.
7. Optional: Click Clear Linkage to clear the linked devices from the screen.
8. Optional: Enter descriptions of the video wall.
9. Click OK.
10. Optional: After adding video walls, you can perform the following operations.
Switch Display Click / to display the added video walls in thumbnail/list
Mode mode.
Edit Video Wall ● In thumbnail mode, click the video wall card to enter the video
Information wall information page and edit the information.
● In list mode, click the name of the video wall to enter the video
wall information page and edit the information.
Delete Video Walls Select one or multiple added video walls and click Delete to delete
the selected video walls.
Set Video Wall Select one or multiple added video walls, click Video Wall Display
Display Parameters Control to set the display parameters.
Refresh Video Wall Click Refresh to refresh the video wall list.
List

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Search Video Walls ● Click , set the search conditions (video wall dimension and
screen type), and click Search to search for the target video
walls.
● Enter a keyword in the search box to search for the target video
walls.

6.8.3 Migrate Data

You can migrate data (of materials, programs, schedules, and devices) from platform of the
previous version to platform of the current version (e.g., from V1.0.0 to V1.1.0).
You can perform the following operations to migrate data.
1. In the top left corner of Home page, select → All Modules → Digital Signage → Other
Configurations → Data Migration .
2. Click Migrate to start migrating data. You can view the migration progress and failure details (if
there is data that fails to be migrated).
After migration, you can click Migration Records to view the migration time and migration results.

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Chapter 7 Time & Attendance

In the Attendance module, you can easily manage the time & attendance system.

Figure 7-1 Time & Attendance Overview

The overview page shows the most recent attendance statistics:
● Attendance Status Statistics: Displays attendance status data in a doughnut chart.

● Abnormal Attendance Statistics: Displays abnormal attendance records in a bar chart.

Note
● You can select the time range from Yesterday, Last 7 Days, and Last 30 Days.
● You can export the current chart to local PC.

To set up a time & attendance system from the start, click Get Started and follow the instructions
on screen.

Note

You can move cursor to on the right to browse through all steps.

To get detailed instructions on each step, refer to Flow Chart .

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7.1 Flow Chart

Figure 7-2 Flow Chart for Time & Attendance

● Add Device: Add devices (e.g., digital signage terminals) to the platform. For more details, refer
to .
● Add Person Group and Person: Add person groups and persons. For more details, refer to Add
Person Groups and Add Person .
● Configure Attendance Parameters: Configure attendance check points, general rule, overtime
rule, leave types, display rule for report, third-party database, etc. For more details, refer to
Configure Attendance Parameters , Set Display Rules for Attendance Report and Synchronize
Card Swiping Records to Third-Party Database .
● Configure Attendance Rule: Add timetable (including break timetable and work timetable), shift,
and shift schedule. For more details, refer to Add Timetable , Add Shift or Manage Shift
Schedule .
● Attendance Record, Attendance Handling: Search and correct attendance records, apply for
leave, get devices' attendance records, manually calculate attendance results, etc. For more
details, refer to Manage Attendance Record .
● Attendance Report: Export attendance report to local PC or send it via email regularly. For more
details, refer to Manage Attendance Reports .

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7.2 Add Person Groups

When there are a large number of persons managed in the platform, you can put the persons into
different person groups. For example, you can group employees of a company to different
departments.
Steps
1. In the top left corner page of the Home Page, select → All Modules → General → Person .
2. Click at the top of the person group list to enter the Add Person Group page.
3. Set the person group information, including the parent group, group name, and description.

Figure 7-3 Add Person Group

4. Add person group.
- Click Add to add the person group and go back to the person management page.
- Click Add and Add Person to add the person group and enter the Add Person page.
5. Optional: If your HikCentral FocSign license contains the permission to access the Access Control
module, set Authenticate via PIN Code.
1) Click to open the Authenticate via Password window.
2) Set parameters.
Authenticate via PIN Code
When enabled, if the authentication mode of the card readers at the access points is also
set to Authenticate via PIN Code, all the added persons are allowed to use their PIN codes
alone as the credential for access authentication.
When enabled, no duplicated PIN code is allowed.

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Note
You can set a PIN code for a person when setting basic information for the person. For
details, see Add a Person Manually .
PIN Code Update Mode
Update Automatically
The platform will automatically reset all persons' PIN codes and apply the reset PIN
codes to the access control devices. The system administrator needs to notify all users
of the updated PIN codes.
Manual
The system administrator needs to manually filter out persons who have no PIN code or
have duplicated PIN codes, change their PIN codes and then notify them of the updated
PIN codes.

Note
The system administrator needs to notify relevant persons of the updated PIN codes in
time. Otherwise these persons' access authentication and attendance results will be
affected.

7.3 Add Person

7.3.1 Add a Person Manually

You can manually add a person to the platform by setting the person's basic information, credential
information, and other information such as the person's access level and face comparison group.
The above-mentioned person information constitutes the data basis for the applications related to
identity authentication of the person, such as the access control application, the elevator control
application, the attendance management application, and the video intercom application.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person .
2. Select a person group from the person group list on the left.
3. Click .

Note
The entry for adding a person varies with your HikCentral FocSign license.

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Figure 7-4 The Entry for Adding a Person

You enter the adding person page.
4. Set the person's basic information, such as first name, last name, and gender.
ID
The default ID is generated by the platform. You can edit it if needed.

Note
If the person is a police officer or a security guard with body cameras, make sure the person
ID is same with the police ID configured on the body camera.
Person Group
Select a person group for the person.

Note
See Add Person Groups for details about how to add a person group.
Profile Picture

Hover the cursor onto , and you can select from three modes to add a picture:
From Device
Select Enrollment Station and set parameters (including access mode, access protocol,
device address, device port, user name, password, face anti-spoofing, etc) to connect the
device to the platform, and then collect the face picture via the device. This mode is
suitable for non-face-to-face scenario when the person and the system administrator are
on different locations.
Take a Picture
Click Take a Picture and then select one of the PC's webcams to take a picture.
Upload Picture
Click Upload Picture to select a picture from your PC.

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Note
● It is recommended that the face in the picture be in full-face view directly facing the
camera, without a hat or head covering.
● You can drag the picture to change its position or zoom in/out before cutting it.
● You can switch on Verify Face Quality by Device and select a device to check the quality of
the profile picture. Click Save to start checking. You will be informed if the picture is not
qualified.

Skin-Surface Temperature
Skin-Surface Temperature Status
Enter the person's skin-surface temperature and select the corresponding temperature
status.

Note
For example, if a person's skin-surface temperature is 37℃, then you can select her/his
temperature status as normal.
Effective Period
Set the effective period for the person in applications, such as access control application and
time & attendance application, to determine the period when the person can access the
specified access points with credentials. For example, if the person is a visitor, you can set a
short effective period for the person.
Super User
If the person is set as a super user, the person will be exempted from remaining locked
(credential failed) restrictions, all anti-passback rules, and first card authorization.
Extended Access
When the person accesses the door, grant this person more time to pass through doors which
have been configured with extended open duration. Use this function for the persons with
reduced mobility.

Note
The extended access and super user functions cannot be enabled concurrently.
Device Administrator
Determine if the person has the administrator permission of access control devices.
If the check-box is checked, when you synchronize person information from access control
devices, the administrator permission for the person will be retained.
PIN Code
Set the PIN code for access authentication. In most cases, the PIN code cannot be used as a
credential alone: it must be used after card when accessing; It can be used alone only when

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Authenticate via PIN Code is enabled on the platform and the authentication mode of the
card readers is also set to Authenticate via PIN Code.

Note
● The PIN code should contain 4 to 8 characters.

● For details about enabling Authenticate via PIN Code on the platform, see Add Person

Groups .
5. Add credential information for the person. See Manage Credentials for details.
6. Assign access levels to the person to define the access points where the person can access
during the authorized period.
1) Click Assign.
2) Select one or more access levels for the person.
3) Click Assign to add the person to the selected access level(s).

Note
You can click to view information on access points and access schedules.
7. Optional: View shift schedule of the person in the table.

Note
You can click or to switch the time (month).
8. In Custom Public Information area, select custom information to be applied.

Note
Make sure you have set the custom public information. See Customize Additional Information
for details.
9. Finish adding the person.
- Click Add.
- Click Add and Continue to finish adding the person and continue to add other persons.
The person will be displayed in the person list and you can view the details.
10. Optional: After adding the person, you can perform one or more of the following operations.
Edit Person Click the person name to edit the person details.

Note
When editing the person's effective period, if you have issued
temporary card(s) to the person, make sure the expiry date(s) of the
person's temporary card(s) are within the effective period.

Delete Person Check the person(s) and click Delete to delete the selected person(s).
Delete All Hover the cursor onto beside , and then click Delete All to
Persons delete all persons.

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Export the Click → Export Person Information to export all the added person
Added Person information as a ZIP file to your PC. For information security, you need
Information to set a password for decompressing the ZIP file.
Export Profile Click → Export Profile Picture to export the profile pictures of the
Pictures added persons as a ZIP file to your PC. For information security, you
need to set a password for decompressing the ZIP file.
Move Person Follow the steps below to move the persons to another person group.
Once moved, the access levels and shift schedules of the selected
persons will be changed.
a. Select one or more persons, click .
b. Select the target person group to which the persons are about to
be moved.
c. Click Move.
Clear Access Select one or more persons, click to clear the access levels of the
Levels selected persons.

Note
The access levels of these persons cannot be restored once they are
cleared.

Clear Profile Hover the cursor onto beside , and then click Delete Profile
Pictures Picture Only to clear all the uploaded profile pictures.

Manage Credentials
When adding a person, you can add the required credential information for the person. The
supported credentials include normal cards, and special cards.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person .
2. Select a person, and click the person name to enter the person information page.
3. Click Credential Management under the profile picture to open the Add Credential panel.
4.
In the Card area, click , and then manually enter the card No. or swipe the card on devices
(enrollment station, card enrollment station) to add normal cards.

Note
● For manually entering, digits, letters, and the combination of digits and letters can be entered.

● For swiping cards, you can read card information via the enrollment station, card enrollment

station, or card reader. For details, see Batch Issue Cards to Persons .
5. Optional: Switch on Special Credential and then add special cards.

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6. Optional: Perform the following operation(s).

Edit Card Hover the cursor onto an added card, and then click .
Delete Card Hover the cursor onto an added card, and then click .
7. Click Save.

7.3.2 Batch Add Persons by Importing Person Information File

You can batch add the information of multiple persons to the platform with the minimum effort by
importing a template (an excel file) which contains the person information such as the names of
the person group, the access group, and the face comparison group.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person .
2. Click → Import an Excel File .
3. In the pop-up window, click Download Template to save the template to your PC.
4. In the downloaded template, enter the person information following the rules shown in the
template.
5. Click , and then select the template from your PC.
6. Optional: Check Replace Repeated Person to replace the person information if the imported ID
information is the same with that of the existing persons in the list.
7. Optional: Check Auto Replace Card No. to replace the card No. automatically if it already exists
in the platform.
8. Click Import to start importing.

Note
● The importing process cannot be stopped once started.
● You can batch issue cards to the persons by importing the template with card No. information.

The importing progress shows and you can check the results.

Note
You can export the person information that failed to be imported, and try again after editing.
9. Optional: Perform the following operation(s).
Edit Person Click the person name to edit the person details.

Note
When editing the person's effective period, if you have issued temporary
card(s) to the person, make sure the expiry date(s) of the person's
temporary card(s) are within the effective period.

Delete Person Select one or more persons and click to delete the selected person(s).

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Or hover the cursor onto beside , and then click Delete All to delete
all persons.
Export Added Click → Export Person Information to export all the added person
Person information as a ZIP file to your PC. For information security, you need to
Information set a password for decompressing the ZIP file.
Export Profile Click → Export Profile Picture to export the profile pictures of the
Pictures added persons as a ZIP file to your PC. For information security, you need
to set a password for decompressing the ZIP file.
Filter Person Set conditions such as full name and ID, and then click Filter.
Move Persons Follow the steps below to move the persons to another person group.
Once moved, the access levels and shift schedules of the selected persons
will be changed.
a. Select one or more persons, click .
b. Select the target person group to which the persons are about to be
moved.
c. Click Move.
Link Persons to Select one or more persons, click and then select an indoor station for
Indoor Stations each person to apply the person information to the indoor station.

Note
● Make sure you have added indoor stations to the platform.
● Up to 10 persons can be linked to one indoor station. And a person
cannot be linked to multiple indoor stations.
● Make sure the room number is consistent with the actual location
information of the indoor station.

Clear Access Select one or more persons, click to clear the access levels of the
Levels selected persons.

Note
The cleared access levels of the persons cannot be restored.

Clear Profile Hover the cursor onto beside , and then click Delete Profile Picture
Pictures Only to clear all the uploaded profile pictures.

7.3.3 Batch Add Profile Pictures

You can add multiple persons' profile pictures to the persons in a person group. If you access the
platform via the Web Client running on the SYS server, you need to specify a path where the profile

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pictures are stored. If you access the platform via the Web Client running on other computers, you
can import a ZIP file containing the profile pictures.
Steps

Note
If the ID in the name of the profile picture is duplicate with the person's ID that already exists in
the platform, the former will replace the latter. If the ID in the name of the profile picture doesn't
exist in the platform, or the name of the profile picture only contains the person name, the
platform will create a new person.
1. Name the profile pictures according to the person name or person ID.

Note
● The naming rule for profile photos: First Name+Last Name_ID. At least one of first name and

last name is required, and the ID is optional. For example, Kate+Smith_123.jpg; Kate_123.jpg;
Smith_123.jpg.
● The pictures should be in JPG, JPEG, or PNG format.

2. Optional: If you access the platform via the Web Client running on the SYS server, move these
pictures into one folder and then compress the folder in ZIP format.

Note
The ZIP file should be smaller than 4 GB, or the uploading will fail.
3. In the top left corner of Home page, select → All Modules → General → Person .
4. Click → Import by Importing Profile Pictures .
5. Select the profiles.
- If you access the platform via the Web Client running on the SYS server, select a path where
the profile pictures are stored.
- If you access the platform via the Web Client running on other computers, select ZIP files
containing the profile pictures.

Note
You can hold CTRL key and select multiple ZIP files. Each ZIP file should be no larger than 4 GB.
6. Select a person group from Person Group.
7. Optional: Switch on Verify Face Quality by Device and then select a device for verifying the face
quality.
8. Click Import to start importing.
The importing progress shows and you can check the results.
9. Optional: After importing profile pictures, click Export Failure Details to export an Excel file to
the local PC and view the failure details.

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7.3.4 Customize Additional Information

You can add additional information items as the options for configuring a person's basic
information. The platform allows you to customize two types of additional information items:
custom private information items and custom public information items. The former refers to
private information such as the person's salary. The latter refers to public information such as the
person's department and occupation. When an additional information item is added, it will be
displayed as an configuration option on the Basic Information tab of the Add Person page.
The following figure shows the custom private information items (marked in red rectangles) on the
Add Person page. See Add a Person Manually for details about how to add a person.

Figure 7-5 Custom Private Information Item as Configuration Option

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Steps

Note
● You can customize up to 20 private information items and 20 public information items.
● The system administrator can define whether a user has the permission to view the custom
private information when setting permissions for a user (see Add Role ). For information
security, the system administrator needs to make sure the custom private information is only
viewable to specific users.

1. In the top left corner of Home page, select → All Modules → General → Person .
2. Click Customize Additional Information to enter the customizing addition information page.
3. Click Add.
4. Create a name for the item.

Note
You can enter up to 32 characters.
5. Select the type to restrict the format of the contents of the item.
Example
For example, if you select General Text, entering text information as the content of the item is
required when adding a person. If you select Date, setting date as the content of the item is
required when adding a person (see the figure below).

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Figure 7-6 If You Select Date as the Type

6. Click Save.
7. Optional: Perform the following operation(s) if needed.
Edit Name Click to edit the name of the additional information item.
Delete Click to delete the additional information item.

Note
You cannot delete the additional information item linked with person
information in the domain.

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7.4 Person Self-Registration

If there are persons to be added to the system, you can generate a QR code for them to scan. After
scanning the generated QR code by smart phone, the persons can enter their personal information
(including profile) on Self-Registration page. If you have enabled Review Self-Registered Persons
function, you need to review and approve their person information, otherwise they cannot be
added to the system.
This function is applicable to circumstances like a company where there are a large amount of new
employees to be added to the system. For example, you print the generated QR code for the new
employees to scan. After scanning the QR code by smart phone, new employees will enter Self-
Registration page to import their personal information.

Note
You should set self-registration parameters beforehand. See Set Self-Registration Parameters for
details.

7.4.1 Set Self-Registration Parameters

Before starting self-registration, you need to set self-registration parameters. A QR code is
necessary for the persons to register their information by themselves. Besides, you can configure
face quality verification and person information review.

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In the top left corner of Home page, select → All Modules → General → Person , and click
beside , and then click Self-Registration Settings to enter the Self-Registration Settings page.
1.

Figure 7-7 Self-Registration Settings

QR Code for Self-Registration

The platform will generate a QR code for you to download. After downloading the QR code, you
can print it or send it to persons who are going to register.

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Face Quality Verification

After the person uploads profile by a cellphone, the selected device will automatically start
checking the profile's quality. If the profile picture is not qualified, the person will be notified. Only
when the uploaded profile is qualified can the person register successfully. Otherwise, the person's
information cannot be uploaded to the platform.
Review Self-Registered Persons
Set a default person group. Once the person information is registered, the person will be added to
this group.
If you enable Review Self-Registered Persons, after registration, you need to review the person
information on the Persons to be Reviewed page. After verification, the person will be added to the
selected person group. See Review Self-Registered Person Information for details about how to
review.

7.4.2 Scan QR Code for Self-Registration

If a person needs to register by self-service, the person should use a smart phone to scan the self-
registration QR code to enter the Self-Registration page and enter person information. After
registration, the person details will be uploaded to the platform for review.
Before You Start
The administrator can print the QR code or send the QR code to persons to scan. See Set Self-
Registration Parameters about how to generate a self-registration QR code.
Steps
1. Use your smart phone to scan the self-registration QR code to enter the Self-Registration page.
2. Tap the profile frame to upload a face picture.

Note
● You can select a picture from your phone album, or take a photo by phone.

● After uploading a profile, profile quality checking will automatically start. If the profile is not

qualified, you will be notified. Only when the uploaded profile is qualified can you register
successfully. Otherwise, your personal information cannot be uploaded to the platform. See
Set Self-Registration Parameters for details about setting Face Quality Verification function.
3. Set your personal information, including name, ID, gender, email, phone number, etc.
4. Enter the verification code.
5. Tap Save.
● If Review Self-Registered Persons function is enabled, wait for the review. If you are

approved, you will be added to the platform. See Review Self-Registered Person Information
about how to review.
● If Review Self-Registered Persons function is disabled, the person information will be

uploaded to the platform.

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7.4.3 Review Self-Registered Person Information

If you have enabled Review Self-Registered Persons function when you set self-registration
parameters, after the persons registered, their person information will be displayed on the Persons
to be Reviewed page, and their status will be displayed as To be Reviewed. You should review their
personal information to approve. After approving, they will be added to the target person group.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person , and click
beside , and then click Persons to be Reviewed to enter the Person to be Reviewed page.
2. Optional: Click to filter registered persons by name, ID, gender, or status to quickly find your
wanted persons.
3. Review the displayed person information and verify them.
Operations Description
Approve Self- If the self-registered person information is correct, approve the
Registered Person information to add the registered persons into the platform.
Information ● Select a registered person, and click to approve the person.
● Check multiple registered persons, and click Approve to approve

them all.
Reject Self- If there is something wrong or missing with the self-registered person
Registered Person information, reject the person and tell the person to register again with
Information right information.
● Select a registered person, and click to reject the person.
● Check multiple registered persons, and click Reject to reject them in a

batch.
Delete Self- ● Select a registered person, and click to delete the person from the
Registered Person Persons to be Reviewed list.
Information ● Check multiple registered persons, and click Delete to delete them all
from the Persons to be Reviewed list.

Note
Approved persons will be added to the target person group; rejected persons will not be added
to the target person group, but they will stay in the Persons to be Reviewed list.

7.5 Batch Issue Cards to Persons

The platform provides a convenient way to batch issue cards to multiple persons.

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Steps

Note
● Up to 5 cards can be issued to one person.
● You cannot issue cards to persons who have temporary cards.

1. In the top left corner of Home page, select → All Modules → General → Person .
2. Select persons to whom the cards will be issued.
3. Hover the cursor onto , and then click Batch Issue Cards to Persons.
4. In the pop-up window, set the related parameters.

Note
For details about setting the card issuing mode and parameters, refer to Set Card Issuing
Parameters .
5. Issue one card to one person according to the issuing mode you select.
- If you set the issuing mode to Card Enrollment Station, place the card on the card enrollment
station. The card number will be read automatically and the card will be issued to the first
person in the list.
- If you set the issuing mode to Enrollment Station, place the card on the enrollment station.
The card number will be read automatically and the card will be issued to the first person in
the list.
- If you set the issuing mode to Enter Manually, enter the card number manually in the Card
Number field. Press Enter key on the keyboard to issue the card to the person.

Note
You can check Auto Increment Card Number and enter a start card number to issue cards
with incremental numbers to the selected persons in the list.
6. Click Start to start issuing cards.
7. Repeat step 5 to issue the cards to the persons in the list in sequence.

Note
You cannot change the card issuing mode once you issue one card to one person.
8. Click Save.

7.6 Set Card Issuing Parameters

HikCentral FocSign provides multiple modes for issuing cards, including reading card numbers via
devices (card enrollment stations or enrollment stations) and manually entering card numbers.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person .
2. Open the card issuing settings window when managing credentials or batch issuing cards to
persons.

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- For opening the window when managing credentials, refer to Manage Credentials .
- For opening the window when batch issuing cards to persons, refer to Batch Issue Cards to
Persons .

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Figure 7-8 Card Issuing Settings Window Opened when Batch Issuing Cards to Persons
3. Select an issuing mode and set the related parameters.
Card Enrollment Station

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Connect a card enrollment station to the PC on which the Web Client runs. You can place the
card on the card enrollment station to get the card number.
If you select this mode, you should set the card format and card encryption function.
Card Format
If the card is Wiegand card, select Wiegand. If not, select Normal.
Reading Frequency
If your card supports dual frequency (both IC and ID), select Dual. If not, select Single.

Note
If you select Dual, you cannot set card encryption for the card.
Card Encryption
If you set Normal as the card format, you can enable the card encryption function for
security purpose. After enabled, you should enable the card encryption in the access
control device's configuration page to make card encryption effective.
Audio
Turn on or turn off the audio.
Enrollment Station
You can enroll the card number remotely via the enrollment station and copy back to the
platform.
If you select this mode, you should set the required parameters below.
Access Mode
The access mode of the enrollment station. Click Network or USB from the dropdown list.
Access Protocol
The access protocol of the enrollment station. By default, the access protocol is SDK.
Device Address
The IP address of the enrollment station.
Device Port
The port number of the enrollment station.
User Name
The user name used to log in to the enrollment station.
Password
The password used to log in to the enrollment station.
Card Format
If the card is Wiegand card, select Wiegand. If not, select Normal.
RF Card Type
EM card, M1 card, and ID card are supported.

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Enter Manually

Note
This parameter is not available on the card issuing settings window opened when managing
credentials.

If you select this mode, you need to manually enter the card number. You can check Auto
Increment Card Number to enter a start card number to issue cards with incremental
numbers to the selected persons in the list
4. Click Save (for Credential Management) or Start (for Batch Issue Cards to Persons).

7.7 Report Card Loss

If a person cannot find her/his card, he/she should contact the card issuer as quickly as possible
and the card issuer should report card loss via Web Client immediately to freeze the access level of
the lost card. The card issuer can issue a temporary card with effective period and access level to
the person. When the card is found, the card issuer need to take back the temporary card and
cancel the card loss report, and then the found card will be active again.

7.7.1 Report Card Loss

If a person cannot find her/his card, you can report card loss via the platform to freeze the access
levels related to the card.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person .
2. Optional: Click and set conditions to search for the person for whom you want to report card
loss.
3. Click the name of the person in the person list to enter the basic information page, and then
click Credential Management to expand the Add Credential panel.

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Figure 7-9 Add Credential Panel

4. In the Card area, move the cursor onto the lost card and then click .
5. Click OK to confirm the operation.
6. Click Save.
After you report card loss, the access levels of the lost card will be inactive.
7. Optional: Move the cursor onto the lost card and then click to cancel the card loss report.

Note
You need to delete all the temporary cards before you can cancel the card loss report.
The card's access level will be active and the original biometric credentials will be linked to this
card again.

7.7.2 Issue a Temporary Card to a Person

If a card is reported as loss, you can issue a temporary card to the person who loses the card. Once
the temporary card is issued, other cards linked to this person will be inactive, and the biometric
credentials linked to these inactive cards will be transferred to this temporary card.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person .
2. Optional: Click and set conditions to search for the person to whom you want to issue the
temporary card.
3. Click the name of the person in the person list to enter the basic information page.

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4. Click Credential Management to open the Add Credential panel

5.
In the Card area, click .
6. Click OK to confirm the operation.
7. Enter the card number.
8. Set the expiry date to define the time when the temporary card becomes invalid.

Note
The expiry date of the temporary card should be within the effective period of the person (card
owner). In other words, the expiry date cannot be later than the effective period. For details
about setting or editing the person's effective period, see Add a Person Manually .
9. Click Save.

Note
You can delete the temporary card for the person. Once the temporary card is deleted, the
inactive cards of the person will restore to the active status, and their previously linked person
information will also restore.
10. Perform the following operation(s) if needed.
Edit the Temporary Card Move the cursor onto the temporary card, and then click
to edit the temporary card.
Delete the Temporary Move the cursor onto the temporary card, and then click .
Card

7.7.3 Batch Cancel Card Loss

If the lost cards are found, you can batch cancel the card loss reports for multiple persons. After
that, the cards' access levels will return to be active and the original biometric credentials will be
linked to these cards again.
Steps
1. In the top left corner of Home page, select → All Modules → General → Person .
2. Optional: Click and then set conditions to search for the persons for whom you want to cancel
card loss reports.
3. Select the persons in the person list.
4. Move the cursor onto , and then click Cancel Card Loss.
The persons' temporary cards will be deleted.

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7.8 Manage Access Level

Access level is a group of terminals (which is called as access points here). After assigning the
access level to certain persons, it defines the access permission that which persons can get access
to which access points during the authorized time period.

7.8.1 Add Access Level

To define access permission, you need to add an access level to group the access points (doors and
floors).
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Access Level →
Manage Access Level .
2. Click Add to enter the Add Access Level page.
3. Create a name for the access level.
4. Optional: Edit the description for the access level.
5. Select the access point(s) to add to the access level.
1) In the Available list, select the access point(s) you want to add to the system and click .
You can view your selection in the Selected list.
2) Optional: In the Selected list, select the access point(s) that you no longer want to add to the
system, and click to undo selection.

Figure 7-10 Select Access Points

6. Select an access schedule to define in which time period, persons are authorized to access the
access points you select in the previous step.

Note
All default and custom access schedules are shown in the Access Schedule drop-down list. You
can click New Access Schedule Template to customize a schedule. Or you can predefine access
schedule templates. For details, refer to Configure Permission Schedule .
7. Click Add to add the access level and return to the access level management page.

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8. Optional: Perform further operations on the added access level(s).

Edit Access Level Click the name of an access level to view and edit its configurations.
Delete Access Level Select an access level and click Delete to delete it.
Delete All Access Click → Delete All to delete all access levels.
Levels
What to do next
You need to assign the access level to persons, so that the assignees can have the access to the
access points in the access level according to the access schedule. For details, refer to Assign
Access Level .

7.8.2 Assign Access Level

You need to assign access levels to persons, so that the assignees can have the access to the access
points in the access levels. You can assign an access level to multiple persons or assign multiple
access levels to a person, person group, or access group.

Assign by Access Level

You can assign an access level to multiple persons so that the assigned persons can have the access
to the access points in the access level.
Before You Start
● Make sure you have added access levels to the system. For details, refer to Add Access Level .

● Make sure you have added persons to the system. For details, refer to Add Person .

Follow the steps to assign an access level to persons.

Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Access Level →
Assign by Access Level .
2. Click on the access level that you want to assign.

Figure 7-11 Assign by Access Level

3. Click Assign To to show the person list.
4. Select the persons whom you want to assign the access level to and click Add.

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5. Optional: To unassign a person from the access level, select the person and click Unassign. To
unassign all, click → Unassign All .

Assign by Person
You can assign access levels to persons, so that the assignees can have the access to the access
points in the access levels.
Before You Start
● Make sure you have added persons to the system. For details, refer to Add Person .

● Make sure you have added access levels to the system. For details, refer to Add Access Level .

Follow the steps to assign one or more access levels to specific persons.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Access Level →
Assign by Person .
2. In the person group list, click on a person group.
3. On the person information panel on the right, select the persons whom you want to assign
access levels to.

Figure 7-12 Person Information Panel

4. Click Assign Access Level.
5. On the Assign Access Level panel, select the access levels that you want to assign to the selected
persons.
6. Click Assign.
7. Optional: To clear a person's access levels, select the person and click Clear Access Level. For
details, refer to Clear Persons' Access Levels .

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Assign by Person Group

You can assign access levels to person groups, so that the persons in the person group can have the
access to the access points in the access levels.
Before You Start
● Make sure you have added person groups and persons to the system. For details, refer to Add

Person .
● Make sure you have added access levels to the system. For details, refer to Add Access Level .

Follow the steps to assign one or more access levels to specific person groups.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Access Level →
Assign by Person Group .
2. Do one of the following to assign access levels to person groups.
- Assign access levels to each person group one by one.
a. In the person group list, click on a person group.
b. On the assigned access level panel on the right, click Assign Access Level.
c. On the Assign Access Level panel, select the access levels you want to assign to the
selected person group.
d. Click Assign.
- Assign access levels to multiple person groups at a time.
a. Click .
b. In the person group list, select the person groups where you want to assign access levels.

Note
Sub-groups are excluded from selection by default. To include all sub-groups of each
person group, check Select Sub-Groups.
c. In access level list, select the access levels you want to assign to the person groups.
d. Click Save.

Note
After assigning access levels to a person group, you can still modify the access levels for each
person in the group, and it will not affect the settings for the person group. For details, refer to
Assign by Person .
3. Optional: To unassign an access level from the person group, select the access level and click
Unassign. To unassign all access levels, click → Unassign All .

Assign by Access Group

Access group is the group of the persons who have the same access permissions. You can add the
persons who should have the same access permissions to the same access group. For example, the

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employees in the same department need to access the company gates during the working hours.
The employees can be added to the same access group and be related to the access level which
contains the access permission of the company gates. One or multiple access levels can be
assigned to one access group, and the persons in the access group will get the permission to access
all the access points in the access levels.
Before You Start
● Make sure you have added persons to the platform. For details, refer to Add Person .

● Make sure you have added access levels to the platform. For details, refer to Add Access Level .

Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Access Level →
Assign by Access Group .
2. Perform one of the following operations to enter the Add Access Group page.
- Click at the top of the access group list to enter the Manage Access Group page, and then
click Add to enter the Add Access Group page.
- If no access group is added to the access group list, click Add Access Group in the access
group list to enter the Add Access Group page.

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Figure 7-13 Add Access Group Page

3. In the Group Name area, enter the name of the access group.
4. In the Group Member area, click Add to open the person list area, select the person(s) to be
added to the access group.

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5. Click Add to add the selected person(s) to the access group.

6. After the configuration, click Add at the bottom.
7. Select an access group to assign access levels to.
8. Click Assign Access Level.
9. In the Add Access Level window, select the access level(s) to be assigned to.
10. Click Add.
11. Optional: Unassign access level(s) from the access group.
- In the assigned access level list, select the access level and click Unassign to unassign the
access level from the access group.
- In the assigned access level list, click → Unassign All to unassign all access levels from the
access group.

7.8.3 Manually Apply Access Level Settings to Device

After setting access levels and assigning access levels to persons, person groups, or access groups,
you need to apply the relations between persons and access points to the devices.
Before You Start
Make sure you have assigned access levels to persons in the system. For details, refer to Assign
Access Level .
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Access Level .
2. Click Assign by Access Level, Assign by Person, Assign by Person Group, or Assign by Access
Group.
3. Click Apply Access Level Settings.
4. On the Apply Access Level Settings panel, select the persons to apply the access level settings.
- To apply the access level settings of all persons, select All Persons.
- To apply the access level settings of specific persons, select Specified Persons, click , select
the persons, and click Add.
5. Select the access points to apply the persons' access level settings.
- To apply the access level settings of all access points, switch off Specified Access Point.
- To apply the access level settings of specific access points, switch on Specified Access Point
and select the access points.
6. Apply access level settings to devices.
- To clear all persons' access level configurations on the devices first and then apply the
configurations in the platform to the devices, check Apply (Initial) and click Apply.

Note
● Only available when you select All Persons previously.
● During the initialization process, the devices will be offline, and persons cannot access
these access points.

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- To apply changed (newly added, edited, deleted) access level settings to the devices, uncheck
Apply (Initial) and click Apply.
7. Optional: If persons' access level settings (such as linked access levels, person credentials, etc.)
are changed or the applying process failed, will appear next to , indicating some access
level settings are pending to be applied to the devices. You can hover the cursor over to view
the details.

7.8.4 Clear Persons' Access Levels

You can clear the access levels of persons so that they cannot access the access points in the
access levels. For example, if there is no access record of certain persons entering or exiting for a
long time, the administrator can clear their access levels to make sure the persons' credentials will
not be misused.
In the top left corner of Home page, click → All Modules → Attendance → Access Level →
Assign by Person .
Select a person group to show all persons in the group. You can filter the target persons by setting
search conditions.
Select the target persons and click Unassign.

Note
After clearing, the previous access level settings of the persons cannot be restored. You need to re-
assign access levels for them again when needed.

After clearing the access level settings of the selected persons, these persons will be removed from
the related access groups. You need to apply the access level settings of these persons to the
devices to take effect. You can click Apply Now in the pop-up window to apply the settings
immediately. Or click Apply Later. When ready, click . For details, refer to Manually Apply
Access Level Settings to Device for details.
After applying to the devices, the access level settings of the persons will be deleted on the
devices.

7.9 Add Timetable

The timetable defines the detailed time rules for attendance, such as work time, break time, etc.
According to the actual requirements, you can select normal shift or man-hour shift as timetable
type for further configuration and application, and then the employees need to follow the time
rules to check in, check out, etc.

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7.9.1 Add Break Timetables

Break timetables define the start/end time of breaks and the calculation method of break duration.
You can create break timetables in advance and use them as templates when configuring break
time in a timetable.
Steps
1. In the upper-left corner of Home page, select → All Modules → Attendance → Shift
Settings .
2. Select Break Timetable on the left.
3. Click Add.
4. Set parameters for the break timetable.
Break Timetable Name
Create a descriptive name for the break timetable, such as "Launch Break".
Start Time
Start time of the break.
Earliest Allowable Start Time
Flexible start time of the break. If a person checks out earlier than Earliest Allowable Start
Time, the check-out will not be counted as the break start time and no break will be
recorded.
End Time
End time of the break.
Latest Allowable End Time
Flexible end time of the break. If a person checks in later than Latest Allowable End Time, the
check-in will not be counted as the break end time.
Break Duration Calculation Mode
Method for counting the duration of a break.
Period
Fixed duration. The actual break start/end time of persons will only be recorded but not be
used to calculate the duration of breaks.
Break Duration
Set the duration of the break.
Must Check
Actual duration calculated by the check-out time and check-in time.
Mark Early Return As
Choose to count the remaining time of a early return as overtime.
Mark Late Return As

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Choose to count the exceeded time of a late return as late, early leave, or absent.
Set Calculation Mode
Switch on to set the calculation method of break duration.
Calculated by
First In & Last Out: Only count and calculate the duration of the first and last check-in/out
records during the start/end time of the break.
Each Check-In/Out: Count each check-in/out record during the start/end time of the break
and calculate the total duration. You need to set a minimum interval in Min. Interval to
filter out repeated check-in/outs.
Enable T&A Status on Device
Check to record the T&A status on the attendance check devices.
Uncheck to discard the T&A status on the devices and only record the person information
and check-in/out time.

Note
To configure the rule of T&A status on device, see Customize Attendance Status on Device
for details.
5. Optional: Perform further operations after adding the break timetable.
Edit Break Timetable Click on the name of a break timetable to edit it.
Delete Break Select the break timetables you want to delete and click Delete to
Timetable delete them.
What to do next
Use the break timetable to set the break time in a timetable. See Add Timetable for Normal Shift
or Add Timetable for Man-Hour Shift .

7.9.2 Add Timetable for Normal Shift

Normal shift is usually used for the attendance with fixed schedule. The employees should check in
before the start-work time and check out after the end-work time. Otherwise, their attendance
status will be late, early leave, or absent. You can add the timetable for normal shift to define the
detailed rules (e.g., start-work time, end-work time, late rule, valid check-in/out time, break time,
etc.), in order to monitor employees' working hours and attendance.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Shift Settings .
2. Click Timetable on the left to enter the timetable management page.
3. Click Add.
4. In Basics, set the following parameters.
Timetable Name

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Create a descriptive name for the timetable.

Color
Click on the Color field and set the color for the timetable. Different colors represent the
corresponding timetables when drawing for Shift Schedule in time bar.
Set Calculation Mode
Switch on to set the calculation method of work duration.
Calculated by
First In & Last Out: Only count and calculate the duration of the first and last check-in/out
records within the valid check-in/out period.
Each Check-In/Out: Count each check-in/out record within the valid check-in/out period
and calculate the total duration. You need to set a minimum interval in Min. Interval to
filter out repeated check-in/out records.
Enable T&A Status on Device
Check to record the T&A status on the attendance check devices.
Uncheck to discard the T&A status on the devices and only record the person information
and check-in/out time.

Note
● If a break timetable in the timetable is not enabled with T&A Status on Device, it will be

enabled if you enable this function for the timetable.

If a break timetable in the timetable is already enabled with T&A Status on Device, this
setting will not change even if you disable the function for the timetable.
● To configure the rule of T&A status on device, see Customize Attendance Status on

Device for details.

5. In Attendance, select Normal Shift as the timetable type.
6. Set the detailed rules for work time and check-in/out.
Scheduled Work Time
Range of the scheduled work time, including start-work time and end-work time.
Valid Check-In Period
If the employee does not check in during the valid check-in period, the check-in will not be
recorded and the attendance status will be absent or late depending on the absence settings.
Valid Check-Out Period
If the employee does not check out during the valid check-out period, the check-out will not
be recorded and the attendance status will be absent or early leave depending on the
absence settings.
Min. Work Hours
Employees' work duration in one day must be longer than minimum work hours. Otherwise,
the attendance status will be absent.

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Flexible Mode
Allow Late/Early Leave
The employees are allowed to arrive late or leave early for a specific period of time.
For this mode, you need to set the allowable time for late and early leave. If an employee
checks in/out within the period after the start-work time or before the end-work time, the
attendance status will be Normal.
For example, if the start-work time is set to 09:00, and the late allowable duration is 30
minutes, and the employee checks in at 09:15, the attendance status will be Normal.
Flexible Period
Flexible period allows employees to extend their start-work time and end-work time.
For this mode, you need to set the flexible duration, which defines the extended duration
for both start-work time and end-work time. If the total late and early leave time is within
the flexible duration, the attendance status will be Normal.
For example, if the scheduled work time is set to 09:00 to 18:00, and the flexible duration
is 30 minutes, and the employee checks in at 09:15, and checks out at 18:15, the
attendance status will be Normal.
7. In Break Time, click Add to select the break timetables to define the break time in the timetable.

Note
● You can click Add New to create a new break timetable. See details in Add Break Timetables .

● Check Count Break Time in Work Hours to include the break time into work hours.

8. Optional: In Timetable Overview, view the timetable in a timeline.

Figure 7-14 Timetable Overview

Note
You can drag the timeline to the left or right.
9. Optional: Switch on Absence Settings to set a different absence rule instead of using the general
absence rule.

Note
See details about setting a general absence rule in Define Absence . You can also refer to this
topic for explanations for the parameters in the absence rule.
10. Click Add to save the timetable, or click Add and Continue to continue adding another
timetable.

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What to do next
Use the timetables to define the work schedule on each day in a shift. For more details, refer to
Add Shift .

7.9.3 Add Timetable for Man-Hour Shift

Man-hour shift is usually used for the attendance with flexible schedule. It does not require a strict
check-in time and check-out time and only requires that the employees' work hours are longer
than the minimum work hours.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Shift Settings .
2. Click Timetable on the left to enter the timetable management page.
3. Click Add.
4. In Basics, set the following parameters.
Timetable Name
Create a descriptive name for the timetable.
Color
Click on the Color field and set the color for the timetable. Different colors represent the
corresponding timetables when drawing for Shift Schedule in time bar.
Set Calculation Mode
Switch on to set the calculation method of work duration.
Calculated by
First In & Last Out: Only count and calculate the duration of the first and last check-in/out
records within the valid check-in/out period.
Each Check-In/Out: Count each check-in/out record within the valid check-in/out period
and calculate the total duration. You need to set a minimum interval in Min. Interval to
filter out repeated check-in/out records.
Enable T&A Status on Device
Check to record the T&A status on the attendance check devices.
Uncheck to discard the T&A status on the devices and only record the person information
and check-in/out time.

Note
● If a break timetable in the timetable is not enabled with T&A Status on Device, it will be
enabled if you enable this function for the timetable.

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Device for details.

5. In Attendance, select Man-Hour Shift as the timetable type.
6. Set the rules for work time and check-in/out.
Valid Check-In/Out Period
If the employee does not check in/out within the valid check-in/out period, the check-in/out
will not be recorded and the attendance status will be late or absent.
Min. Work Hours
Employees' work duration in one day must be longer than minimum work hours. Otherwise,
the attendance status will be absent.
7. In Break Time, click Add to select the break timetables to define the break time in the timetable.

Note
● You can click Add New to create a new break timetable. See details in Add Break Timetables .

● Check Count Break Time in Work Hours to include the break time into work hours.

8. Optional: In Timetable Overview, view the timetable in a timeline.

Figure 7-15 Timetable Overview

Note
You can drag the timeline to the left or right.
9. Click Add to save the timetable, or click Add and Continue to continue adding another
timetable.
What to do next
Use the timetables to define the work schedule on each day in a shift. For more details, refer to
Add Shift .

7.10 Add Shift

Shift is the time arrangement for employees. Shifts can be assigned to employees to regulate their
duties. You can adopt one or multiple timetables in one shift.

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Before You Start

Make sure you have added timetables. See details in Add Timetable for Normal Shift or Add
Timetable for Man-Hour Shift .
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Shift Settings .
2. Click Shift on the left to enter the shift management page.
3. Click Add.
4. Set the shift's basic information, including creating a descriptive name and editing its
description.
5. Optional: Select another shift from the drop-down list of Copy from field to copy the shift
information to the current shift.
6. Set the shift's repeating pattern.
Week
The shift will repeat every 7/14/21/28 days based on the week. If you select 2-4 weeks, you
need to set the start week.
Day
You can customize the number of days (1-31) in one period. You should set a start date of one
period for reference which can define how the shift repeats.
7. Select Normal Shift or Man-Hour Shift as the shift type.
The corresponding timetables of normal shift or man-hour shift will be displayed.
8. Select the added timetable and click on the time bar to apply the timetable.

Note
For Normal Shift, you can apply more than one timetable in one day which requires the
employees to check in and check out according to each timetable. The start and end work time
and the valid check-in and out time in different timetables can not be overlapped.
9. Select a general calculation mode for the shift.

Note
You can set a unique calculation mode for each timetable in the timetable settings page. General
calculation mode only applies to the timetables without a calculation mode.
Calculated by
First In & Last Out: Only count and calculate the duration of the first and last check-in/out
records within the valid check-in/out period.
Each Check-In/Out: Count each check-in/out record within the valid check-in/out period and
calculate the total duration. You need to set a minimum interval in Min. Interval to filter out
repeated check-in/outs.
Enable T&A Status on Device
Check to record the T&A status on the attendance check devices.

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Uncheck to discard the T&A status on the devices and only record the person information and
check-in/out time.

Note
● If a timetable in the shift is not enabled with T&A Status on Device, it will be enabled if you

enable this function for the shift.

If a timetable in the shift is already enabled with T&A Status on Device, this setting will not
change even if you disable the function for the shift.
● To configure the rule of T&A status on device, see Customize Attendance Status on Device

for details.
10. Optional: Switch on Enable Overtime set a different overtime rule instead of using the general
overtime rule.

Note
See instructions on setting a general overtime absence rule in Configure Overtime
Parameters . You can also refer to this topic for explanations for the parameters in the
overtime rule.
11. Click Add to finish adding the shift.
What to do next
Assign shift to persons or person groups. See details in Assign Shift Schedule to Person or Assign
Shift Schedule to Person Group .

7.11 Manage Shift Schedule

Shift schedule is used to specify the persons and effective periods during which the persons
perform their duties following the attendance rule defined in the shift. After setting the shift, you
need to assign it to the person group or persons, or add a temporary schedule, so that it will
calculate the attendance records for persons according to this shift schedule.

7.11.1 Shift Schedule Overview

The shift schedule overview shows the shift schedule of each person in the person group. You can
also view the detailed schedule of one person for each day in one month.
In the top left corner of Home page, click → All Modules → Attendance → Shift Schedule →
Shift Schedule Overview to enter the shift schedule overview page.
Select a person group on the left, you can view the schedule information about every person in the
person group.
Click the person name to enter the detailed schedule of this person for each day in one month,
such as effective period, shift name, and so on. You can click Edit or Delete to edit the shift
schedule or delete the shift schedule.

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Note
If no shift is not assigned to the person, you can click Set Shift Schedule to assign a shift to him/her.

7.11.2 Assign Shift Schedule to Person

You can add a person shift schedule and assign a shift to one or more persons, so that it will
calculate the attendance records for the persons according to this shift schedule.
Before You Start
Make sure you have added the person(s) and the shift. For details, refer to Add Person and Add
Shift .
Steps

Note
The person schedule has the higher priority than person group schedule.
1. In the top left corner of Home page, select → All Modules → Attendance → Shift Schedule .
2. Click Assign Shift Schedule to Person on the left to enter the person shift schedule management
page.
3. Optional: Select a person group on the left, enter keywords in text field, or check Include Sub-
Group to filter the persons.
4. Select the persons you want to assign the shift to.
5. Click Set Shift Schedule to enter the Set Shift Schedule page.
6. Set required parameters.
Effective Period
Within the period you set, the shift is effective.
Check-In Not Required
Persons in this schedule do not need to check-in when they come to work.
Check-Out Not Required
Persons in this schedule do not need to check-out when they end work.
Effective for Overtime
The persons' overtime will be recorded for this schedule.
7. Select a shift to be assigned.

Note
You can click Add New to assign another shift to the person(s). The person(s) can check in/out in
any of the timetables which are applied in the shifts and the attendance will be effective.
8. Click Save.

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7.11.3 Assign Shift Schedule to Person Group

After setting the shift, you need to assign it to the person group so that it will calculate the
attendance records for persons in the person group according to this shift schedule.
Before You Start
Make sure you have added person groups, persons, and shifts. For details, refer to Add Person
Groups , Add Person , and Add Shift .
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Shift Schedule .
2. Click Assign Shift Schedule to Person Group on the left.
3. Do one of the following to set the shift schedule.
Assign One by On the left, select a person group you want to assign shift to, and switch
One on Set Shift Schedule.
Batch Assign Click to open the Set Shift Schedule panel. Select the person groups.
4. Set schedule parameters.
Effective Period
The shift is effective within the period you set.
Check-In Not Required
Persons in the person group(s) in this schedule do not need to check in when they arrive.
Check-Out Not Required
Persons in the person group(s) in this schedule do not need to check out when they leave.
Effective for Overtime
The overtime of the persons in the person group(s) in this schedule will be recorded.
5. Select a shift for the person group(s) you select.

Note
● You can click View to preview the shift.

● You can click Add New to assign another shift to the persons in the person group(s). The

persons can check in/out in any of the timetables which are applied to the shifts and the
attendance will be effective.
6. Click Save.

7.11.4 Add Temporary Schedule

You can add a temporary schedule for the person and the person will be assigned with the shift
schedule temporarily. The temporary schedule has a higher priority than other schedules.
Before You Start
You should have added the person(s) and the shift. For details, refer to Add Person and Add Shift .

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Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Shift Schedule .
2. Click Temporary Schedule tab to enter the temporary schedule page.
3. Click Add to enter adding temporary schedule page.
4. Set required parameters.
Name
Customize a name for the schedule.
Effective Period
Within the period you set, the shift is effective.
Check-In Not Required
Persons in this schedule do not need to check-in when they come to work.
Check-Out Not Required
Persons in this schedule do not need to check-out when they end work.
Effective for Overtime
The persons' overtime will be recorded for this schedule.
5. Select a shift to be assigned.

7.12 Configure Attendance Parameters

You can configure the attendance parameters, including the weekends, absence rule, overtime
parameters, attendance check point, leave type, etc.

7.12.1 Add Attendance Check Point

You can set the access points, cameras which support facial recognition (such as DeepinView series
camera, and the camera connected with DeepinMind series NVR), or terminals, so that the check-
in/out by credentials (such as swiping card on the access point's card reader, or face detected by
the (linked) camera) will be valid and will be recorded.
Steps
1. In the upper-left corner of Home page, select → All Modules → Attendance → Basic
Settings .
2. Click Attendance Check Point on the left to enter the attendance check point management
page.

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3. Click Add.
4. Select the type of the attendance check point.
Check-In & Out
The attendance records of check-in or check-out on the attendance check point are both
valid.
Check-In Only
The attendance records of swiping card or face recognition on the attendance check point will
be only calculated as check-in. Persons cannot check out on this check point.
Check-Out Only
The attendance records of swiping card or face recognition on the attendance check point will
be only calculated as check-out. Persons cannot check in on this check point.
5. Select the resources (digital signage screens).
6. Click Add.
The selected resources will be displayed in the attendance check point list.
7. Perform the following operations.
Change For the added attendance check points, you can select one or more items and
Check click Set as Check-In Only, Set as Check-Out Only, or Set as Check-In/Out from
Point's drop-down list to change the current type to another.
Type
Delete To delete the added attendance check point, select the added attendance
Check Point check point(s) and click Delete.

Note
If the attendance check point is deleted, the attendance records on this
attendance check point will be deleted as well, and it will affect the persons'
attendance results for the days on which the attendance data haven't been
calculated.

7.12.2 Define Weekends

Different countries or regions adopt different weekend convention. HikCentral FocSign provides
weekends definition function. You can select one or more days of week as the weekends according
to actual situation.
In the top left corner of Home page, select → All Modules → Attendance → Basic Settings →
General Rule .
In the Weekend Settings area, select the day(s) of week from Monday to Sunday. The attendance
data of the selected date(s) will be calculated with the weekend rule.

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7.12.3 Define Absence

You can define a global rule for absence. When the employee's attendance conforms to the
absence rule, the attendance record will be marked as absent or other status you define.
In the top left corner of Home page, select → All Modules → Attendance → Basic Settings →
General Rule .
In the Absence Settings area, you can define the absence rules.

Note
The absence settings are only valid for normal shift.

Figure 7-16 Absence Settings

Set Absence Rule for Check-In

Switch on Absent If Check-In Late and set a tolerant threshold in Late for. When the employee's
check-in time minus scheduled start work time is longer than the Late for value, the employee's
attendance status on that day will be marked as Absent.
In No Check-In, Mark as, specify an attendance status when a person does not check in or fails to
check in within the valid check-in period. If you select Late, you need to set a fixed late duration.

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For example, if the scheduled start work time is 9:00, valid check-in period is 6:00-12:00 (defined in
Timetable - Attendance), Late for is set to 60 minutes, and No Check-In, Mark as is set to Absent,
the attendance status of an employee will be:
● Normal, if the employee checks in between 6:00 and 9:00.

Note
You can set overtime rules to count the extra hours before scheduled start work time as
overtime. See details in Configure Overtime Parameters .
● Late, if the employee checks in between 9:01 and 9:59.
● Absent, if the employee checks in after 10:00 or does not check in.

Set Absence Rule for Check-Out

Switch on Absent If Check-Out Early and set a tolerant threshold in Early for. When the scheduled
end work time minus employee's check-out time is longer than the Early for value, the employee's
attendance status on that day will be marked as Absent.
In No Check-Out, Mark as, specify an attendance status when a person does not check out or fails
to check out within the valid check-out period. If you select Early Leave, you need to set a fixed
late duration.
For example, if the scheduled end work time is 18:00 and valid check-out period is 16:00-21:00
(defined in Timetable - Attendance), and Early for is set to 60 minutes, the attendance status of an
employee will be:
● Absent, if the employee checks out before 17:00 or does not check out.

● Early Leave, if the employee checks out between 17:01 and 17:59.

● Normal, if the employee checks out between 18:00 and 21:00.

Note
You can set overtime rules to count the extra hours after scheduled end work time as overtime.
See details in Configure Overtime Parameters .

7.12.4 Configure Authentication Mode

You can configure authentication modes, including card and face. After setting authentication
mode, you can get attendance records of the configured authentication mode and calculate
attendance data of the configured authentication mode.
In the top left corner of Home page, select → All Modules → Attendance → Basic Settings →
General Rule .
Switch on Customize Authentication Mode, and select card or/and face as the authentication
mode.

Note
This function requires device capability.

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7.12.5 Set Auto-Calculation Time of Attendance Results

Attendance results calculation refers to calculating the attendance status and duration according to
persons' check-in/out records. You can set an auto-calculation time so that the platform will
calculate the attendance results for all persons at a specific time every day.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Basic Settings →
General Rule .
2. In the Auto-Calculate Attendance area, select a time in Calculate at.
3. Click Save.

7.12.6 Configure Attendance Result Accuracy

You can control the degree of accuracy of each attendance statistic data, such as late duration,
break duration, overtime duration, and actual work hours.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Basic Settings →
General Rule .
2. In the Advanced Settings area, set the parameters for each attendance statistics type in
Attendance Result Accuracy.
Min. Unit
Set the minimum unit for the result item.
You can set the minimum unit to 1 Minute, 0.5/1 Hour, or 0.5/1 Day.
Rounding
Rounding means replacing the number with a neighboring value that fits the minimum unit.
You can choose to round up, round down, or round to the nearest value.
Display Format
Choose the display format of the time.
Example
For example, you set Min. Unit to 0.5 Hour, set Rounding to Round Up, and set Display Format
to HH:MM.
● If the actual duration is 1 to 30 minutes, the statistic data displayed will be 0h30min.

● If the actual duration is 31 to 60 minutes, the statistic data displayed will be 1h0min.

3. Click Save.
You can see the attendance results according to your accuracy settings in attendance records or
attendance reports.

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7.12.7 Configure Overtime Parameters

Overtime is the amount of time a person works beyond scheduled work hours. You can configure
parameters, including work hour rate, overtime level, and attendance status for overtime, for
workdays, weekends, and holidays.
Steps
1. In the upper-left corner of Home page, select → All Modules → Attendance → Basic
Settings .
2. Select Overtime on the left to enter the overtime settings page.
3. Set Work Hour Rate for each overtime level (work hours = work hour rate × actual overtime).

Note
When a person works outside the scheduled work time on workdays, the person will reach
different overtime level: overtime level 1, overtime level 2 and overtime level 3. You can set
different work hour rates for three overtime levels.
Example
For example, a person's actual overtime is 1 hour (in overtime level 1), and the work hour rate of
overtime level 1 is set to 2, so the work hours will be calculated as 2 hours.
4. In the Overtime in Workdays area, switch on Calculate Overtime to set the calculation mode of
overtime duration on workdays.
Calculation Mode
Select a calculation mode.
By Total Work Hours
Overtime is calculated according to the extra work hours that exceed the required work
hours.
OT Duration Calculation Mode
Select a method for overtime duration calculation.
Fixed
Overtime duration is fixed regardless of the actual overtime. You need to set a fixed
duration in the Overtime Duration field.
Actual
Count the actual duration of the overtime. You need to set a minimum threshold for
a valid overtime.
For example, if you set the threshold to 60 minutes:

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● Overtime duration is 0 if a person works for 59 minutes longer than the required
work hours;
● Overtime duration is 61 if a person works for 61 minutes longer than the required

work hours.
By Time Points
Overtime duration is calculated according to the extra work hours earlier than start-work
time or later than end-work time in one day.
You can enable Count Early Check-In as OT and Count Late Check-Out as OT to set the
overtime duration calculation mode respectively.
OT Duration Calculation Mode
Select a method for overtime duration calculation.
Fixed
Overtime duration is fixed regardless of the actual overtime. You need to set a fixed
duration in the Overtime Duration field.
Actual
Count the actual duration of the overtime. You need to set a minimum threshold for
a valid overtime.
For example, if you set Earlier than Check-In Time for Mark as Valid Overtime to 30
minutes, and the start-work time is 9:00:
● Overtime duration is 0 if a person checks in at 8:31;

● Overtime duration is 31 if a person checks in at 8:29.

Overtime Level Settings

Select the overtime levels and drag on the time slot to set the range of the selected overtime
levels. The total work hours will be calculated according to the work hour rate of each
overtime level.

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Figure 7-17 Overtime Level Settings

Overtime on Weekends
You can switch on Overtime on Weekends and set the valid overtime threshold. Then when a
person's work hours on weekends are less than the threshold, the overtime will be 0.
5. In the Overtime on Holidays area, set the overtime rule for holidays.
If Overtime Longer than Mark as Valid Overtime
Set a minimum threshold for a valid overtime.
Set Max. Overtime
Switch on to set an upper limit for the overtime duration in the If Works Longer than Mark as
Invalid Overtime field. Exceeded time will not be counted as valid overtime.
Overtime Level on Holiday
Set the overtime level for each holiday.
You can select multiple holidays and click Batch Set Overtime Level to batch set the overtime
level, or set the overtime level for each holiday separately.

Note
● To add a new holiday, click Add Holiday.

● To edit holidays, click Holiday Settings.

6. Optional: Switch on Calculate Overtime in the Overtime Not in Valid Attendance Check Period
area to count the extra work time outside the valid check-in/out period as valid overtime.
7. Click Save.

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7.12.8 Manage Leave Type

A leave type represents the reason for a leave. You can customize the leave types (major leave
types and minor leave types) in advance and select them as the leave reason when applying for
leave for persons in the platform. You can also edit or delete the leave types.
In the top left corner of Home page, select → All Modules → Attendance → Basic Settings →
Leave Type to enter leave type management page.

Figure 7-18 Leave Type Management Page

In the Major Leave Type area, you can add, edit, or delete the major leave types.
● Add Major Leave Type: Click and create a name to add a new major leave type.
● Edit Major Leave Type Name: Select a major leave type and click to edit its name.
● Delete Major Leave Type: Select a major leave type and click to delete the major leave type
and all minor types in it.
Select a major leave type, the minor leave types of the major leave type are listed in the Minor
Leave Type area. You can add, edit, or delete the minor leave types.
● Add Minor Leave Type: Click Add and create a name to add a new minor leave type under the

major leave type.

● Edit Minor Leave Type Name: Click on the Operation column to edit the name of the minor
leave type.
● Delete Minor Leave Type: Select the minor leave type(s) and click Delete to delete the selected

minor leave type(s).

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Note
After setting the leave types, you can select the leave type(s) from a list when applying for leave for
persons. See details in Apply for Leave for Single Person or Apply for Leave for Multiple Persons .

7.12.9 Customize Attendance Status on Device

You can customize the rules of attendance status on device. After setting up Attendance Status on
Device and applying the settings to the devices, you can choose to use the attendance status on
the devices to calculate the attendance results.
Before You Start
Make sure the devices support this feature.
Steps
1. In the upper-left corner of Home page, select → All Modules → Attendance → Basic
Settings .
2. Select Custom Attendance Status on Device on the left.
3. Switch on Enable Attendance Status on Device.
4. Set the parameters.
Enable Attendance Status on Device
Switch on Enable Attendance Status on Device to start customizing status on device.
Attendance Mode
Manually: No attendance schedule. Manual selection of attendance status is required when a
person checks in or checks out on a device.
Automatic: Specify an attendance schedule and the attendance status of a person is judged
according to the schedule.
Manual And Auto: Specify an attendance schedule and the attendance status of a person is
judged according to the schedule. The person can also change the attendance status
manually on device.
Custom Check Name
Customize the status name for check-in and check-out.
Custom Break Name
Customize the status name for the start and end of a break.
Custom Overtime Name
Customize the status name for the start and end of an overtime.
5. Click Save to save the settings and apply the settings to the attendance check points you added.

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7.13 Manage Attendance Record

The persons' attendance records will be recorded and stored in the system. You can search the
records by setting the search conditions to view the attendance details and view the person's
attendance report. You can also correct check-in/out time for the exceptional records according to
actual needs.

7.13.1 Search Attendance Record

You can search attendance records to view the person's attendance status by setting the search
conditions such as attendance group, person name, status, and skin-surface temperature status.
Before You Start
Make sure the person information is not expired.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling .
2. Click Attendance Records on the left.
3. In the filter area, set the search conditions.
Time Period / Time
Set the time range of the attendance records you want to search. You can set one year's time
range at most and search the persons' attendance records recorded within three years.
Name
Enter the person name to view the attendance records.
Person Group
Select the person group to view the attendance records.
Status
You can search the attendance records of certain status. For example, if you want to view the
late arrival record, you can select Late to search.
Skin-Surface Temperature Status
You can search the attendance records by setting skin-surface temperature status, including
All, Normal, Abnormal, and Unknown.
Select Additional Information
You can search the attendance record by more custom condition(s). Click Select Additional
Information to select the additional search condition(s).
4. Click Filter to show all matched attendance records.
5. Optional: Perform further operations.
Sort Records Click and select a sorting rule to sort the matched records in order.

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Select Display Click and select the items displayed in the search result.
Items
View Person's Click the person name to view the person's attendance records.
Attendance
Records Note
Hover the cursor on the date to view the detailed work time, including
scheduled work time and actual work time.

Export Attendance Click Export to export the filtered attendance records and save in your
Records PC.

Note
For more details, refer to Export Attendance Records .

Handle You can correct the check-in/out records or apply for leave for persons
Attendance / View if necessary. You can also view the history handling records. For details,
Handling Records refer to Correct Attendance Record for Single Person / Correct Check-
In/Out for Multiple Persons , Apply for Leave for Single Person / Apply
for Leave for Multiple Persons , and View Attendance Handling
Records .

7.13.2 Correct Attendance Record for Single Person

After searching the person's attendance records, you can correct one person's check-in/out time
according to actual needs.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling .
2. Click Attendance Records on the left.
3. Search the attendance records.

Note
For details, refer to Search Attendance Record .
4. If you set Daily as time period, perform one of the followings to enter the correcting check-
in/out time page. If you select other time periods, you can only perform the second choice to
enter the correcting check-in/out time page.
- Click in the Operation column.
- Click the name in the list of attendance records, hover the cursor over the date and click
Handle.
5. Select Correct Check-in/out.
6. Set the correction type and time.

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7. Optional: Enter the remarks, such as correction reason.

8. Click Save.

7.13.3 Correct Check-In/Out for Multiple Persons

You can correct multiple persons' check-in/out time in a batch according to actual need (e.g., the
employees forgot to check in or check out).
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling .
2. Click Attendance Records on the left.
3. Click Batch Handle.
4. Select Correct Check-in/out.
5. Choose one of the following operations for handing.
- Filtered Person(s): Correct the check-in/out time of the persons whose attendance records are
filtered when searching attendance records. You need to set corrected type and time.
- Select Person(s): Select one or multiple persons in person group(s), and set corrected type
and time.

Note
Up to 10,000 persons can be selected at a time.
- Batch Import: Click Download Template and edit the related information in the downloaded
template, then click and import the template with the corrected attendance records.
6. Click Save.

Note
The system will recalculate the attendance results according to the imported attendance
records.

7.13.4 Apply for Leave for Single Person

After searching the person's attendance record, you can apply for leave according to actual needs.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling .
2. Click Attendance Records on the left.
3. Search for the attendance records.

Note
For details, refer to Search Attendance Record .

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4. If you set Daily as the time period, perform one of the followings to enter the applying for leave
page. If you select other time periods, you can only perform the second choice to enter the
applying for leave page.
- Click in the Operation column.
- Click the name in the list of attendance records, hover the cursor over the date and click
Handle.
5. Select Apply for Leave.
6. Set the leave type and time.
7. Optional: Enter the remarks, such as leave reason.
8. Click Save.

7.13.5 Apply for Leave for Multiple Persons

You can apply for leave for multiple persons when they want to ask for leave or go on a business
trip.
Before You Start
Make sure the required leave type have been defined. For more details, refer to Manage Leave
Type .
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling .
2. Click Attendance Records on the left.
3. Click Batch Handle.
4. Select Apply for Leave.
5. Choose one of the following operations for handing.
- Filtered Person(s): Apply leave for the persons whose attendance records are filtered when
searching attendance records. You need to set leave type and time.
- Select Person(s): Select one or multiple persons in person group(s), and set leave type and
time.

Note
Up to 10,000 persons can be selected at a time.
6. Optional: Enter some words as remark, such as leave reason.
7. Click Save.

Note
The system will recalculate the attendance results according to the imported attendance
records.

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7.13.6 Manually Calculate Attendance Results

If person group or shift schedule changes, abnormal attendance is handled, etc., you can calculate
the attendance data manually according to the latest settings. After calculating, the original data
will be replaced by new attendance data.
Steps

Note
HikCentral FocSign can calculate the attendance data automatically at the fixed time (4 o'clock by
default) every day. You can edit the time point in → All Modules → Attendance → Basic
Settings → General Rule .
1. In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling .
2. Select Attendance Records on the left.
3. Click Calculate Again to open the calculation settings window.
4. Set the start time and end time as the Time Period for attendance data.
5. Select All Persons or Specified Persons for attendance calculation.
6. Click OK.

Note
It can only calculate the attendance data within three months.

7.13.7 Export Attendance Records

The attendance records can be exported in Excel, PDF, or CSV format and be saved in the local PC.
You can select the items to display in the exported file.
Before You Start
Make sure the person information is not expired.
Steps
1. In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling .
2. Click Attendance Records on the left.
3. In the filter panel, set the search conditions to filter attendance records.

Note
For more details, refer to Search Attendance Record .
4. Click Export in the left top corner.
5. Select the format as the file format of the exported file.

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Note
The exported file is in Excel, PDF, or CSV format. If the file is larger than 50 MB, the file will be
compressed to a ZIP package.
6. Select the items to be exported.
7. Optional: Click or to adjust the display order in the exported file.
8. Click Export to export the attendance records and save to your PC.

7.13.8 Get Attendance Records from Device

Some causes (such as abnormal running status and offline devices) may lead to asynchronous
attendance data between HikCentral FocSign and the devices. You can use this function to get the
latest attendance records from the devices.
In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling . Select Attendance Records on the left.
Click Import Records → Import From Device and select resource(s) to get attendance data from
the device(s).

7.13.9 View Attendance Handling Records

Attendance handling records show the added attendance handling information, including check-
in/out correction and leave application. You can view the handling details, cancel the handling
operation or export the record here.
In the top left corner of Home page, select → All Modules → Attendance → Records and
Handling . Select Handling Records on the left to view the attendance handling records.
You can perform the following operations.
● Filter Handling Record: Click and set conditions (e.g., Name, ID, Time, etc.) to filter the
handling records.
● Undo Handing Operations: Select the handling record(s) and click Undo to cancel the handling

operations. The correction records will be deleted in the page and the previous attendance
status will also be restored.
● Export Handling Record: Click Export to save the handling records in CSV or Excel format in the

local PC.

7.14 Manage Attendance Reports

Attendance report is the statistics of the attendance results of the specific person group(s) or
person(s) in a certain time period. For example, the employer or related persons can view the
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evaluation or pay calculation. You can define the display rules on the report, and manually export
report.

7.14.1 Set Display Rules for Attendance Report

You can configure the contents displayed in the attendance report, such as the company name,
logo, date format, time format, and marks of different attendance status.
In the top left corner of Home page, select → All Modules → Attendance → Basic Settings .
Select Report Display on the left to set the following display rules.
Company Information
The company information (including company name and logo) will be displayed on the cover
page of the attendance report. You can customize the company name. You can also upload a
picture of the logo.

Note
Hover your cursor over the uploaded logo picture, and you can click Delete Logo to delete the
picture.
Format of Date and Time
The formats of date and time may vary for the persons in different countries or regions. You can
set the date format and time format according to the actual needs.
Marks of Different Status
In the report, different marks indicate different status respectively, including late, absent, no
schedule, holiday, etc. You can customize these marks according to actual needs.

7.14.2 Send Attendance Report Regularly

You can set a regular report rule for specific person groups, and the platform will send an emails
attached with a report to the recipients daily, weekly, or monthly, showing the attendance records
of the persons in these person groups during specific periods.
Steps

Note
● One report can contain up to 10,000 records in total.
● The report is an Excel file.

1. In the upper-left corner of Home page, select → All Modules → Attendance → Basic
Settings .
2. Select Set Regular Report on the left to enter the report setting page.
3. Click Add (for first time) or click .
4. Create a descriptive name for the report.

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5.
In Report Target, select the person group(s) and click to include the persons in the
person group(s) in this report.
6. In Report Type, select the report content, such as Daily Report, Start/End Work Time, etc.

Note
● You can select Custom Report as the report type and select a customized report from the

Custom Report drop-down list.

● You can click Add New to create a new custom report. See instructions in Customize

Attendance Report .
7. Set the report frequency to Daily, Weekly, or Monthly and set the sending time in Send At.
Daily Report
Daily report shows data on a daily basis. The platform will send one report at the sending
time every day. The report contains data detected on the day prior to the current day.
For example, if you set the sending time to 20:00, the system will send a report at 20:00 every
day, containing the persons' attendance records between 00:00 and 24:00 prior to the
current day.
Weekly/Monthly Report
The platform will send one report at the sending time every week or every month. The report
contains the persons' attendance records of the last 7 days or last month before the sending
date.
For example, for weekly report, if you set the sending time to 6:00 on Monday, the platform
will send a report at 6:00 in the morning on every Monday, containing persons' attendance
records detected between the Monday and Sunday of the last week.

Note
● Daily or weekly report is not available when you set report type to Monthly Overview,

Monthly OT Overview, or Monthly OT Overview.

● To ensure the accuracy of the report time, you are recommended to set the sending time at

least one hour later than the auto-calculation time of the attendance results. By default, the
platform will calculate the attendance results of the previous day at 4 A.M. every day. You can
change the auto calculation time in General Rule. See details in Set Auto-Calculation Time of
Attendance Results .
8. Select the email template from the drop-down list to define the recipient information and email
format.
9. Select CSV, Excel, or PDF as the format.

Note
You can select TXT as the format if the report type is Access Records.
10. Select a report language.
11. Click Add to add the report schedule.

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The report will be generated and sent to the recipient at the specified sending time.

7.14.3 Export Attendance Report

HikCentral FocSign supports multiple report types and you can export a series of attendance
reports manually to view the employees' attendance data.
Steps
1. Select → All Modules → Attendance → Export Report .
2. Select Attendance Report on the left.
3. Select a report type.
4. Click and select the persons to be included in the report.

Note
For Department Report, you can only select person groups.
5. Set the time range of this report according to the report type.
Monthly Report (Monthly ● By Calendar Month: Select a calendar month as the report
Overview, Monthly OT time range.
Details, or Monthly OT ● Custom Time Period: Report time range is 30 days from the
Overview) start date you specify.
Other Report Type Select the start date and end date of the report.
6. Select CSV, Excel, or PDF as the format of the report.

Note
You can select TXT as the format if the report type is Access Records.
7. Click Export.
The report will be generated and downloaded to the local PC.

7.14.4 Customize Attendance Report

You can create a customized attendance report based on the predefined report type in the
platform. After creating a custom report, you can export the report manually or set a schedule to
send the custom report to your email regularly.
Steps
1. Select → All Modules → Attendance → Export Report .
2. Select Custom Report on the left.
3. Click Add.
4. Create a descriptive name for the report in the Report Name field.
5. Select a predefined report type from the Report Source Type drop-down list.

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Example
For example, if you want to customize a report based on the Department Report, you can select
Department Report and then customize it in the following steps.
6. In the Report Field area, select the data items (table headers of the report) to be included in the
report.

Note
You can click or on the Operation column to adjust the order of the table header.
7. Select a sorting rule for records from the Table Display Rule drop-down list.
8. Click Add to save the custom report, or click Add and Continue to add another one.
9. Optional: Perform further operations.
Edit Custom Report Click on report name to edit it.
Delete Custom Select the report(s) and click Delete to delete the selected report(s).
Report
Export Custom Click and specify the target persons, time range, and report
Report format to export the report to the PC.
Send Custom Report You can set a schedule to send the custom report regularly. See
Regularly details in Send Attendance Report Regularly .

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Chapter 8 Manage Role and User

The system allows you to add users and assign user's permissions for accessing and managing the
system. Before adding users to the system, you should create roles to define the user's access
rights to system resources and then assign the role to the user for granting the permissions to the
user. A user can have many different roles.

8.1 Add Role

Role is a group of platform permissions. You can add roles and assign permissions to roles, so that
users can be assigned with different roles to get different permissions.
Steps

Note
The platform has predefined two default roles: Administrator and Operator. You can click the role
name to view details. The two default roles cannot be edited or deleted.
Administrator
Role that has all permissions of the platform.
Operator
Role that has all permissions for accessing resources and operating the Applications on the Web
Client.

1. In the top left corner of Home page, select → All Modules → General → Security .
2. Click Roles on the left.
3. Click Add.

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Figure 8-1 Add Role Page

4. Set the basic information of the role, including role name, effective period, role status,
permission schedule template, description, etc.
Copy From
Copy all settings from an existing role.
Effective Period
Set the time range within which the role takes effect. The role is inactive outside the effective
period.
Permission Schedule Template
Set the authorized time period when the role's permission is valid. Select All-day Template/
Weekday Template/Weekend Template as the permission schedule of the role, or click Add
New to customize a new permission schedule template.

Note
● When role expires or the role's permission is invalid after editing the permission schedule,

users assigned with the role will be forced to log out and not able to log in.
● The permission schedule's time zone is consistent with that of the platform.

● By default, the role will be linked with All-day Template after updating the platform.

5. Configure permission settings for the role.

Area Display Rule

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Show or hide specific area(s) for the role. If an area is hidden, the user assigned with the role
cannot see and access the area and its resources.

Figure 8-2 Area Display Rule

Resource Access
Select the functions from the left panel and select resources from right panel to assign the
selected resources' permission to the role.

Note
If you do not check the resources, the resource permission cannot be applied to the role.

Figure 8-3 Resource Access

User Permission
Assign resource permissions, configuration permissions, and operation permissions to the role.

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Figure 8-4 User Permission

6. Do one of the following to complete adding the role.
- Click Add to add the role and return to the role management page.
- Click Add and Continue to save the settings and continue to add another role.
7. Optional: Perform further operations on added roles.
Edit Role Click role name to view and edit role settings.
Delete Role Check a role and click Delete to delete the role.
Inactivate Role Check a role and click Inactivate to set the role status to Inactive.
Activate Role Check an inactive role and click Activate to set the role status to Active.
Refresh Role Click Refresh All to get the latest status of the roles.
Filter Role Click to expand the filter conditions. Set the conditions and click Filter to
filter the roles according to the set conditions.

8.2 Add Normal User

You can add normal users and assign roles to them for accessing the system and assign role to the
normal user. Normal users refer to all users except the admin user.
Steps
1. In the top left corner of Home page, select → All Modules → General → Security .
2. Click Users on the left.
3. Click Add.

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4. Set basic information for the user.

User Name
Can contain letters (a-z, A-Z), digits (0-9), and "-" only.
Password
Create an initial password for the user. The user will be asked to change the password when
logging in for first time. See First Time Login for Normal User for details.

Note
We highly recommend you to create a strong password of your own choosing (using a
minimum of 8 characters, including at least three kinds of following categories: upper case
letters, lower case letters, numbers, and special characters) in order to increase the security
of your product. And we recommend you change your password regularly, especially in the
high security system, changing the password monthly or weekly can better protect your
product.
Expiry Date
The date when the user account becomes invalid.
Email
The system can notify user by sending an email to the email address. The user can also reset
the password via email.

Note
The email address of the admin user can be edited by the user assigned with the role of
administrator.
User Status
If you select Inactive, the user account will be inactivated until you activate it.
Restrict Concurrent Logins
To limit the maximum IP addresses logged in to the system using the user account, switch on
Restrict Concurrent Logins and set the maximum number of concurrent logins.
5. Configure permission settings for the user.
PTZ Control Permission
Set the permission level (1-100) for PTZ control. The larger the value is, the higher permission
level the user has. The user with higher permission level has the priority to control the PTZ of
a camera.
Automatically Receive Alarm
Switch on and users with this role will receive resource alarms no matter configured as
recipients of each alarm individually or not.
Assign Role
Select the roles that you want to assign to the user.

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Note
If you want to add new roles, click Add New Role. See Add Role for details.
6. Do one of the following to complete adding the user.
- Click Add to add the user and return to the user management page.
- Click Add and Continue to save the settings and continue to add another user.
7. Optional: Perform further operations on the added normal users.
Edit User Click user name to view and edit user settings.
Reset Password Click user name and click Reset to set a new password for the user.

Note
The admin user can reset the passwords of all the other users (except
domain user). Other users with Security permission (in Configuration and
Control Permission) can reset the passwords of the users without Security
permission. For details about changing password, refer to Change
Password for Reset User .

Delete User Select a users and click Delete to delete the selected user.
Force Logout Select an online user and click Force Logout to log out the online user.
Inactivate/ ● The admin user or user with administrator permission can inactivate or
Activate User activate a user.
● Select an active users and click Inactivate/Activate to inactivate/activate
the user.
Refresh User Click Refresh All to get the latest status of all users.
Filter User Click to set conditions and filter the users.

8.3 Change Password of Current User

You can change the password of your currently logged-in user account via Web Client.
Steps
1. Move the cursor to the user name at the top-right corner of the Web Client.
2. In the drop-down list, click Change Password to open the Change Password panel.

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Figure 8-5 Change Password Panel

3. Enter the old password and new password, and confirm the new password.

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Proper configuration of all passwords and other security settings is the responsibility of the
installer and/or end-user.
4. Click OK to save the change.

8.4 Reset Password for Normal User

If a normal user forget the password, the admin user or users with administrator role can reset the
password for the normal user.
Steps

Note
If the normal user account is configured with an email address, the user can set a new password
via email without requesting help from the admin user or user with administrator role. For details
about setting user email address, refer to Add Normal User .
1. In the top left corner of Home page, select → All Modules → Security .
2. Click Users on the left.
3. Click the name of the user to enter the user detail page.
4. Click Reset and set a new password for the user.

8.5 Configure Permission Schedule

Permission schedule defines the time when a role's permissions are valid. During unauthorized
time periods, the user assigned with the role will be forced to log out and cannot log in. The
platform provides 3 default permission schedule templates: All-day Template, Weekday Template,
and Weekend Template. You can add new templates according to actual needs.
Steps
1. In the top left corner of Home page, select → All Modules → Security .
2. Click Permission Schedule Template on the left.
3. Click to create a blank template.
4. Set basic information.
Name
Create a name for the template.
Copy from
To copy the settings from another existing template, select the template from the drop-down
list.
5. In the Weekly Schedule area, set the weekly schedule as needed.
1) Click Authorize, and select or draw in the box to define the authorized time periods.
2) Optional: Click Erase, and select or draw on the authorized time periods to clear the selection.

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Note
You can set up to 6 separate time periods for each day.
6. Click Add to add the permission schedule template.
7. Optional: Perform further operations for the added templates.
View and Edit Template Details Click the template to view and edit its configuration.
Delete Template Click a template, and click to delete it.
What to do next
Set permission schedules for roles to define in which period the permissions for the roles are valid.
For details, refer to Add Role .

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Chapter 9 System Security Settings

System security is crucial for your system and property. You can lock IP address to prevent
malicious attacks, enable auto lock the Control Client, and set other security settings to increase
the system security.
Steps
1. In the top left corner of Home page, select → All Modules → General → Security .
2. Click Security Settings on the left.

Figure 9-1 Security Settings Page

3. Switch on Lock IP Address to limit the number of failed login attempts.
1) Select the allowable login attempts for accessing HikCentral FocSign.

Note
Failed login attempts include failed password attempt and failed verification code attempt.

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2) Set the locking duration for this IP address. During the locking duration, the login attempt via
this IP address is not allowed.
The number of login attempts is limited.
4. Set the maximum password age.
1) Switch on Enable Maximum Password Age to force user to change the password when the
password expires.
2) Set the maximum number of days that the password is valid.

Note
After the maximum number of days, you should change the password. You can select the
predefined time length or customize the time length.
5. Configure the settings to automatically lock the Control Client after a time period of inactivity on
the Control Client.
1) Switch on Auto Lock Control Client.
2) Select time period for user inactivity.

Note
You can select the predefined time period or customize the time period.
6. Configure double authentications by selecting the authenticator and the users who need
authentication.

Note
Double authentications means the users who need authentication should let the authenticator
enter the user name and password so that they can use the functions of manual recording,
video playback, and video exporting.
1) Switch on Double Authentications.
2) Click Add to enter the Add Authenticator panel.
3) Select a user from the drop-down list, configure the authenticatable resource(s) and
permission(s), and click Add to add the authenticator.
4) Select the user(s) who need authentication.
7. Click Save to save the above settings.

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Chapter 10 System Configuration

The System page allows you to set basic parameters for the system, such as setting the WAN IP
address for allowing to access your system via WAN (Wide Area Network), and configuring NTP
(Network Time Protocol) settings to synchronizing the time between the system and the NTP
server.

10.1 Set User Preference

For different nations, regions, cultures and enterprise backgrounds, the user preference might be
different. You can set the user preference according to the actual scene, including the first day of a
week and the temperature unit.
In the top left corner of Home page, select → All Modules → General → System Configuration
→ Normal → User Preference to enter the User Preference page.

Figure 10-1 User Preference

Set the following parameters:

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Site Name
Set the name of current site.
First Day of Week
Set the first day of a week as Sunday, Monday, Tuesday, etc., according to the custom of the
actual scene.

Note
This parameter is used in the intelligent analysis report generation, live view and playback,
attendance settings, etc.
Temperature Unit
Set the temperature unit according to the custom of the actual scene.

Note
This parameter is used in the temperature analysis report generation, etc.
Display Mask Related Functions
Set whether to display mask related functions. Check the box to display the functions about
masks on Web Client. Otherwise these functions will be hidden.

Note
This parameter is mainly used in temperature screening module.
Calendar Type
Set the calendar type as Gregorian Calendar, Thai Calendar and Nepali Calendar according to
the custom of the actual scene.

10.2 Set Holiday

You can add the holiday to define the special days that can adopt different shifts schedule or access
schedule. You can set regular holiday and irregular holiday according to the actual scene.

Add Regular Holiday

Regular holiday is suitable for the holiday that has fixed date. For example, the Christmas is in
December 25th of each year.
In the top left corner of Home page, select → All Modules → General → System Configuration
→ Normal → Holiday Settings → Add to open the adding holiday dialog. Select the Holiday Type as
Regular Holiday.
Set the parameters as the following instructions:
Start Date
The start date of the holiday.

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Number of Days
The lasting days of the holiday.
Repeat Annually
If selected, the system will generate date of holiday according to the date of the VSM server.

Add Irregular Holiday

Irregular holiday is suitable for the holiday that is calculated by the weekdays, and specified date
might be different in different year. For example, the Mother's Day is in the second Sunday of each
May.
In the top of top left corner of Home page, select → All Modules → General → System
Configuration → Normal → Holiday Settings → Add to open the adding holiday dialog. Select the
Holiday Type as Irregular Holiday..
Set the parameters as the following instructions:
Start Date
The start date of the holiday.
For example, select May, Second and Sunday for Mother's Day.
Number of Days
The lasting days of the holiday.
Repeat Annually
If selected, the system will generate date of holiday according to the date of the SYS server.

Note
If you select Repeat Annually, the specified date of this holiday will be generated automatically
according to the current year of the SYS server.
For example, the Mother's Day in 2019 and 2020 is on 12th, May, 2019 and on 10th, May, 2020.
The the system will automatically set these two days as holidays for Mother's Day if you have
selected Repeat Annually.

10.3 Set NTP

You can set the NTP server for synchronizing the time between the FocSign server and the NTP
server.
Steps
1. In the top left corner of Home page, select → All Modules → General → System
Configuration → Network → NTP .
2. Set the Time Synchronization switch to ON to enable the NTP function.
3. Set the NTP server address and NTP port.
4. Enter the interval for the auto time synchronization.
5. Optional: Click Test to test the communication between the FocSign server and NTP server.

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6. Click Save.

10.4 Set Active Directory

If you have the AD (Active Directory) domain controller which contains the information (e.g., user
data, computer information), you can configure the settings to get the related information. In this
way, you can add the users that belong to an organization unit (OU) (e.g., a department of your
company) to HikCentral FocSign conveniently.
Perform this task when you need to set active directory.
Steps
1. In the top left corner of Home page, select → All Modules → General → System
Configuration → Network → Active Directory to enter the Active Directory page.
2. Configure the basic information parameters to connect to the AD domain controller.
Domain Name
The domain name of the AD domain controller.

Note
● HikCentral FocSign only supports the NetBIOS format: e.g TEST\user and not the DNS
Domain name format.
● To get the NetBIOS domain name, open the CMD window and enter nbtstat – n.
The NetBIOS domain name is the one in GROUP type.

Figure 10-2 How to Get NetBIOS Domain Name

Host Name
The DNS server's IP address. You can get it in Network Connection Details.

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Figure 10-3 How to Get Host Name

Port No.
The port No. of the AD domain controller. By default, it is 389.
Enable SSL (Optional)
Enable SSL if required by the AD domain controller.
User Name
The user name of the AD domain controller. This needs to be the domain administrator.
Password
The password of the AD domain controller.
Base DN (Distinguished Name)
Enter the filter condition in the text filed if you are familiar with the format. Or you can click
Fetch DN to get the filter condition entered automatically.

Note
● Only users found within an Organizational Unit (OU) in the domain can be imported. Click

Fetch DN to have the filter condition entered automatically.

● If you enter the Base DN manually, you need to define the root node as desired. If you click

Fetch DN, then the entire structure stored on the AD domain controller will be obtained.
3. Optional: Link the person information you concerned stored in the domain to the person
information in the system.
1) Set the Link Person Information switch to ON.
The default and custom additional information items ( see Customize Additional
Information ) are displayed in the Person Information area by default. You can set the link
relationship for those or add new person information items as you desired.
2) Optional: Click Add New to add a person information item you concerned.

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Note
● You needn't add the basic person information items, including ID, First Name, Last Name,

Phone, and Remark) manually, which has the default link relationship with the domain.
● The new person information item is also displayed on Custom Additional Information page,

where you can edit or delete the items. Refer to Customize Additional Information for
details.
● The person information item is case-sensitive.

3) Optional: Click to show the person information items stored in the domain.
4) Check the checkbox in the domain to link it to the added person information items when
importing the domain persons.
5) Optional: Hover over the linked person information in domain and click to remove the
relationship. You can also change the link relationship among each other by clicking and
dragging the one item to anther.
4. Click Save.
After the configuration, the organization unit and domain user information will be displayed
when you click Import Domain User on User Management page.
If the Link Person Information function is enabled, the corresponding person information in the
system will match the linked person information in the domain and cannot be edited.

10.5 Set WAN Access

In some complicated network environments, you need to set a static IP address or a domain name
and ports for HikCentral FocSign to enable it to access the FocSign server via WAN (Wide Area
Network). For example, if the FocSign server is in a local area network, and you need to visit the
platform via the Web Client running in WAN, you should enable WAN access and set a static IP
address or domain name and ports for HikCentral FocSign.
Steps
1. In the upper-left corner of the Home page, select → All Modules → General → System
Configuration → Network → WAN Access to enter the WAN Access page.
2. Switch on Access WAN to enable the WAN access function.
3. Enter a static IP address WAN access.
4. Set the following ports.

Note
If the ISUP ports are disabled on the FocSign server, the ISUP related ports will not be displayed
in the WAN Access page.
Client Communication Port
Used for Web Client and Control Client to access the platform via HTTP. By default, it is 80.
Client SSL Communication Port

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Used for Web Client and Control Client to access the platform via HTTPS. By default, it is 443.
Local Picture Storage Port on Server
Used for storing local pictures on the server. By default, it is 6123.
Local File Picture Storage Port on Server
Used for storing local files on the server. By default, it is 6203.
Schedule Applying Port
Used for applying schedule on the server. By default, it is 6471.
5. Click Save.

10.6 Set IP Address for Receiving Device Information

You can select the NIC of the current FocSign server so that the platform can receive the alarm
information of the device connected via ISUP account, and to perform live view and playback for
the devices connected via ISUP account.
Before You Start
Make sure the server's ports ranging from 8087 to 8097 are available.
Steps
1. In the upper-left corner of the Home page, select → All Modules → General → System
Configuration → Network → Address for Receiving Device Info .
2. Select Get from NIC or Enter Manually.
Get from NIC
Usually, you can select Get from NIC to get IP address from the NIC of FocSign server.
Select the currently used NIC name of FocSign server in the drop-down list. The NIC
information including description, MAC address, and IP address will display.
Enter Manually
If you have configured hot spare for the FocSign server. Manually enter the IP address for
receiving device information.
3. Click Save.

10.7 Configure Storage for Imported Pictures and Files

The imported pictures (such as the static e-map pictures and the face pictures in the person list)
and files (such as the broadcast recordings and video recordings) can be stored on the HDD of
FocSign server server. You can configure the storage locations and the corresponding quotas for
them.

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Steps

Note
You can configure the storage only when the current Web Client is running on FocSign server
server.
1. In the top left corner of the Home page, select → All Modules → General → System
Configuration → Storage → Storage on SYS Server .
The disks of the FocSign server server are displayed with current free space and total capacity.
2. Switch on Enable Local Storage.
3. Configure the related parameters for storing pictures.
1) Select the disk to store the imported pictures.

Note
The disk should have at least 1.25 GB of free space for picture storage.
2) Optional: Switch on Restrict Quota for Pictures and set the storage quota for the pictures.
4. Configure the related parameters for storing files.
1) Select the disk to store the files.

Note
The disk should have at least 9 GB of free space for file storage.
2) Optional: Switch on Restrict Quota for Files and set the storage quota for the files.
3) Check Overwrite When Storage Space is Insufficient, and the newly imported files will
overwrite the existing files when the disk space is insufficient.
5. Click Save.

10.8 Set Data Retention Period

The data retention period specifies how long you can keep the events, logs, and some records in
the FocSign server server, such as recording tags, face comparison data, vehicle entering/exiting
records, etc.
Steps
1. In the upper-left corner of the Home page, select → All Modules → General → System
Configuration → Storage → Data Retention Period .
2. Set the data retention period from the drop-down list for the required data types.

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Figure 10-4 Set Data Retention Period

3. Click Save.

10.9 Configure Email Account

You should configure the parameters of sender's email account before the system can send the
message to the designate email account(s) as email linkage.
Steps
1. In the top of top left corner of Home page, select → All Modules → General → System
Configuration → Email → Email Settings .

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Figure 10-5 Email Settings

2. Configure the parameters according to actual needs.
Server Authentication (Optional)
If your mail server requires authentication, check this checkbox to use authentication to log
in to this server.
Cryptographic Protocol
Select the cryptographic protocol of the email to protect the email content if required by the
SMTP server.
Sender Email Address
Enter the email address of sender to receive message.
Sender Name
Enter the sender name to receive message.
SMTP Server Address
The SMTP Server IP address or host name (e.g., smtp.263xmail.com).
SMTP Server Port
The default TCP/IP port used for SMTP is 25.
3. Click Email Test to test whether the email settings work or not.
The corresponding attention message box will pop up.
4. Click Save.

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10.10 Set Transfer Protocol

You can set the SYS server's transfer protocol to define the access mode for the SYS (via Web
Client) as HTTP or HTTPS. The HTTPS protocol provides higher data security.
Steps

Note
Setting transfer protocol is only available when accessing the Web Client on the SYS server locally.
1. In the top left corner of Home page, select → All Modules → General → System
Configuration .
2. Select Security → Transfer Protocol on the left.
3. In the Clients and SYS Transfer field, select HTTP or HTTPS as the transfer protocol between the
Web Client and the SYS server.
4. If you select HTTPS, you are required to set the certificate. You can use the system provided
certificate, or select New Certificate and click to select a new certificate file.

Note
● The new certificate should be in PEM format.

● The public key and private key should be in the same certificate file.

5. Click Save.
● All the users logged in will be forced logout during reboot. The reboot takes about one minute

and after that, the users can login again.

10.11 Export Service Component Certificate

For data security, before adding the Streaming Server or Cloud Storage Server to the system, you
should generate the service component certificate stored in the FocSign server server and input
the certificate information to the Streaming Server you want to add, or export the service
component certificate stored in the FocSign server and import the certificate to the Cloud Storage
Server, so that the certificates of the Streaming Server, Cloud Storage Server and FocSign server
server are the same.
Steps

Note
Exporting FocSign server server's service component certificate is only available when you access
the Web Client on the FocSign server server locally.
1. In the top left corner of Home page, select → All Modules → General → System
Configuration .
2. Select Security → Service Component Certificate on the left.

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3. Click Generate Again beside Certificate between Services in System to generate the security
certificate for verification.
4. Click Export beside Certificate between System and Recording Server to export the service
component certificate in XML format and save it in the local PC.

10.12 Set Database Password

You can set the database password of the system on the Web Client running on the FocSign server
server.

Note
Setting database password is only available when you access the Web Client on the FocSign server
server locally.

In the top left corner of Home page, select → All Modules → General → System Configuration
→ Security → Database Password .
Enter the password and then click Verify to generate the verification code and enter the
verification code.

10.13 Data Interchange

The access records in HikCentral FocSign can be used by third-party systems for pay calculation or
other applications. You can synchronize the access records to a third-party database by entering
the information of the database table in the required space. You can also dump the access records
in CSV or TXT format, and then let the third-party database read the access records to get them.

10.13.1 Synchronize Card Swiping Records to Third-Party Database

You can enable synchronization function to apply the card swiping records of specified resources
from HikCentral FocSign to the third-party database automatically.
Steps
1. In the top left corner of Home page, select → All Modules → General → System
Configuration → Third-Party Integration → Data Interchange .
2. Switch on Data Interchange to enable data interchange function.
3. Click Add and select the resource(s) for card swiping records synchronization.

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The failed records will not be pushed to the third-party system.

6. Select Database Synchronization.
7. Set the required parameters of the third-party database, including server IP address, server port,
database name, user name and password.
8. Click Test Connection to test whether database can be connected.
9. Set table parameters of database table and table fields according to the actual configurations.
1) Enter the table name of the third-party database.
2) Enter the mode of the third-party database.
3) Set the mapped table fields between the HikCentral FocSign and the third-party database.
10. Click Save.
The data will be written to the third-party database.

10.13.2 Dump Access Records to Third-Party Database

The access records of specified resources can be dumped as a CSV file or TXT file and the third-
party system will read the dumped file (instead of accessing database and mapping the table fields)
for further applications, such as attendance calculation and pay calculation. You can also configure
dump rules for dumping access records. After that, the access records will be dumped to the third-
party database according to the added rules.
Steps
1. In the top left corner of Home page, select → All Modules → General → System
Configuration → Third-Party Integration → Data Interchange .
2. Switch on Data Interchange to enable data interchange function.
3. Click Add and select the resource(s) for card swiping records synchronization.

Note
You can click on Operation column to delete the resource or click Delete All to delete all added
resources.
4. Select the encoding format of data interchange.
5. Optional: Check Do Not Push Failed Records.
The failed records will not be pushed to the third-party system.
6. Select Access Record Dump.
7. In Dump Rule area, click Add and set the required parameters.
File Name
The name of CSV file or TXT file which the access records are dumped as.
Storage Location
Local Storage

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The access records can be dumped as a file and saved in local disk of SYS server. Then you
need to copy this file from the server to your PC with the third-party system installed to
read the dumped file.

Note
● You need to log into the Web Client running on SYS server to configure related settings
of local storage.
● You need to set Saving Path, which is the path where the CSV file or TXT file is saved.

SFTP Storage
You can access SFTP server as the storage location for saving dumped file by setting SFTP
address, port, user name, and password. And you can enter the path to save the dumped
file in the folder on SFTP server or leave it empty to save that in root directory.

Note
The third-party system should be installed in the SFTP server to read the dumped file.
Content
The display items and data in the dumped file.
Min. Length of Person ID
For some scenarios, the person IDs need to be dumped as certain fixed length.
You can switch it on and set the value of Length. If the length of person ID is shorter than the
value, zero(s) will be added before the ID to make it equal to the value. If the length is longer
than the value, the person IDs will be dumped according to the actual length.
Designated Length of Card No.
For some scenarios, the card number need to be dumped as certain fixed length.
You can switch it on and set the value of Length. If the length of the card number is shorter
than the value, zero(s) will be added before the card number to make it equal to the value. If
the length is longer than the value, the card number will be dumped according to the actual
length.
File Format
Two formats are supported, including CSV and TXT.
Dump Frequency
The frequency for dumping card swiping records.
Dump Time
The time when dumping card swiping records is started.
8. Click Add.
The added rules will be listed in Dump Rule area.

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Note
You can click on Operation column to delete the rule or click Delete All to delete all added
rules.
9. Click Save.

10.14 Reset Device Network Information

When system network domain changes (such as server migration), you must reset the network
information of the added device to adapt to the new network environment. Otherwise the device
live view, playback and other functions will be affected.
Perform this task when you need to reset the network information of the added device.
Steps
1. In the top left corner of Home page, select → All Modules → General → System
Configuration → Advanced → Reset Network Information .
2. Click Reset to one-touch reset the device network information.

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Chapter 11 Search Server Logs for Current Site

You can search for server logs of the current site, which contain error logs, warning logs and
information logs. Server logs contain historical user and server activities. You can search for the
logs and then check the details.
Follow the steps to search for the server logs in your current site.
Steps
1. On the Home page, click Basic Settings → Server Logs .
2. Select Server Logs on the left.

Figure 11-1 Search for Server Logs

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3. In Site, select the current site.

4. In Type, select one or multiple log types and sub types.

Note
Error logs record failures or errors. Warning logs record license expiration events. Information
logs refer to other general logs which record successful or unknown operation results.
5. In Source, select user and server to set the source of the logs that you want to search for.
6. Optional: In Resource Name, enter the name of a resource to search the logs of the resource.
7. In Time, select the time range of this search.

Note
You can select Custom Time Interval to set a precise start time and end time.
8. Click Search.
All matched logs are listed with details on the right.

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Chapter 12 Maintenance and Management

You can view license expiry date, view license details, update license, export configuration data,
etc.
In top-right corner, click Maintenance and Management, and perform one of the following
operations as needed.

View License Details

Click License Details to view the license list you purchased and license details, such as
authorization details.
Update License
Two update types including online update and offline update are provided. According to the
network status, select the update type, and complete updating license following the interface
information. For details about updating the license, refer to Update License - Online and Update
License - Offline .
Deactivate License
Two deactivation type including online deactivation and offline deactivation are provided.
According to the network status, select the deactivation type, and complete deactivating license
following the interface information. For details about deactivating the license, refer to Deactivate
License - Online and Deactivate License - Offline .
Back Up Data
Select Back Up and Restore System Data → Back Up . Select the data type you want to back up,
frequency, time, and maximum number of backups, and click Save or Save and Back Up Now to
back up data in the configured time or immediately.
Restore Data
Select Back Up and Restore System Data → Restore . Select the backup file and click Restore to
restore the data.
Export Configuration Data
Click Export Configuration Data, select data type, and click Export to export the select data.
About
Click About, you can view the version, system ID, open-source license agreement, and license
agreement of the client.

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