Manual Easy
Manual Easy
Manual Easy
4
INSTALLATION, ADMINISTRATION AND USER GUIDE
hidglobal.com
Copyright
© 2018 HID Global Corporation/ASSA ABLOY AB. All rights reserved.
This document may not be reproduced, disseminated or republished in any form without the prior
written permission of HID Global Corporation.
Trademarks
HID GLOBAL, HID, the HID Brick logo, the Chain Design, EASYLOBBY, EADVANCE, SVM, and FARGO
are the trademarks or registered trademarks of HID Global, ASSA ABLOY AB, or its affiliate(s) in the
US and other countries and may not be used without permission. All other trademarks, service marks,
and product or service names are trademarks or registered trademarks of their respective owners.
Revision History
Contacts
For additional offices around the world, see www.hidglobal.com/contact/corporate-offices.
2 January 2018
Contents
Section 2: Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1.1 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1.2 Write permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1.3 Regional and date settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
2.2 Hardware installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
2.2.1 Install an Acuant ScanShell or SnapShell R2 device . . . . . . . . . . . . . . . . . . . . . . . . . . 17
2.2.2 Install an Intellicheck DCM/IM2000/IM1200+ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.2.3 Install a barcode scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.2.4 Install a business card scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.2.5 Install a signature capture device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.2.6 Install a fingerprint scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.3 Software installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.3.1 Self-registration installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
2.4 Install EasyLobby SVM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.5 Install Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2.6 Install the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.6.1 Check for an existing Microsoft SQL database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.7 Install a new Microsoft SQL Server 2014 Express database . . . . . . . . . . . . . . . . . . . . . . . 30
2.8 Use an existing Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
2.8.1 Use an existing 32-bit Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
2.8.2 Use an existing 64-bit Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
2.9 Set up a SQL Server ODBC data source on each client computer . . . . . . . . . . . . . . . . . . 42
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Section 3: Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
3.1 Start Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
3.1.1 Administrator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
3.2 Set up company information, sites, and stations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
3.2.1 Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
3.2.2 Stations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
3.2.3 Station enrollment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
3.3 Set up users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
3.3.1 Create user names and passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
3.3.2 Edit and delete user names and passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
3.3.3 Set up custom security levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
3.4 Program options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
3.4.1 Company Info tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
3.4.2 Defaults tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
3.4.2.1 General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
3.4.2.2 Visitor tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
3.4.2.3 Employee tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
3.4.2.4 Custom Id tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
3.4.2.5 Parking tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
3.4.2.6 Lost & Found tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
3.4.3 Customize Fields tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
3.4.3.1 Visitor User Defined tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
3.4.3.2 Visitor Form tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
3.4.3.3 Employee Form tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
3.4.3.4 Package Form tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
3.4.3.5 Asset Loan Form tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
3.4.4 Visitor Fields tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
3.4.5 Security tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
3.4.5.1 Check In tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91
3.4.5.2 Barcode Scan tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
3.4.5.3 Preregistration Match tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
3.4.5.4 License/Passport tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
3.4.5.5 Backup tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
3.4.5.6 Screening tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
3.4.5.7 Custom Local Screening tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
3.4.5.8 Smart Card tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
3.4.5.9 Password tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
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Section 1
Introduction
1.1.1 Devices
Contains subfolders for each of the associated hardware options. The subfolders contain the driver
and ReadMe files for installing the hardware.
1.1.2 Documentation
This folder includes, but is not limited to:
EasyLobby SVM 10.4 Product Suite General Product Specification (PLT-03261)
Describes the various products within the EasyLobby suite.
EasyLobby eAdvance 10.4 Installation and Administration Guide (PLT-03263)
Contains instructions on configuring the eAdvance website.
EasyLobby SVM 10.4 Installation, Administration and User Guide (PLT-03258)
This manual; the main installation and user guide for EasyLobby.
EasyLobby SVM 10.4 Release Notes (PLT-03456)
Details about the changes and improvements in this version of EasyLobby.
1.1.3 Installs
Contains the install files for the EasyLobby® products: SVM®, Administrator, Satellite, and eAdvance.
These can be used to run individual application installers without using the main setup.exe menu.
It also contains the install files for SQL Server 2014 SP1 Express Edition, a more robust database
than Microsoft Access. SQL Server is recommended for installations where the database is shared
over a network.
1.1.4 Integrations
Contains install files and guidance for using EasyLobby in conjunction with many access control
systems. Please note that access control integrations require additional licensing.
1.1.5 SQL
Contains SQL scripts that might be required for manually setting up EasyLobby to run with
Microsoft SQL Server or Oracle databases.
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1.1.6 Training
Contains additional videos and help material for EasyLobby and popular hardware.
1.1.7 Updates
Contains program updates for the EasyLobby software products.
1.1.8 Utilities
Contains folders for:
Additional Software: Additional computer software that may be required if not already present
on your computer.
Authenticate: A utility used to change default authentication methods for connecting to
EasyLobby.
DBMigration: Files to convert older EasyLobby database files to the current EasyLobby format.
The utility can also be used to migrate a Microsoft Access EasyLobby database into a SQL
Server or Oracle relational database.
EmployeeImport: A utility that can import employees into EasyLobby when supplied with an
existing compatible document, such as a .csv file.
PhotoExport: A utility that exports photos from employee, visitor, and watch list records within
EasyLobby.
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1.4.1 Sections
Section 2 describes the installation of the software and the SQL or Oracle database. This section
should be read in the correct sequence to ensure appropriate installation methods are used.
Section 3 is for system administrators, and describes the configuration options.
Sections 4-11 are for reception staff who will use the software.
Appendix A contains additional technical details for system installers and administrators.
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2.1 Introduction
Before you install the EasyLobby software, check that your computer meets the system requirements
shown below.
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5. Type the license key from your EasyLobby software package and click OK.
6. Exit all Windows programs that are running, read the warning, and click Next >.
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8. Click Yes to accept the license terms and continue the installation.
9. The Choose Destination Location window determines where to install EasyLobby SVM. The
default on 64-bit Windows is C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0. Click
Browse to choose an alternative folder, or click Next > to accept the destination folder.
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The Installing window shows the files installed and the blue bars indicate their progress.
11. When the Installation Complete window is displayed, click Finish >.
12. The Install dialog might display a message requiring the computer to be restarted to complete
the installation. Click OK to restart the computer or Cancel to return to Windows without
restarting:
Note: EasyLobby SVM requires a login. The first time you open EasyLobby SVM, login as ‘Admin’ or
‘Administrator’ with the password ‘pass’.
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5. Type the license key from your EasyLobby software package and click OK.
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8. Click Yes to accept the license terms and continue the installation.
9. The Choose Destination Location window determines where to install Administrator. The
default on 64-bit Windows is C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0. Click
Browse to choose an alternative folder, or click Next > to accept the destination folder.
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The Installing window displays the files installed and the blue bars indicate their progress. The
installation times are overestimated.
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11. When the Installation Complete window is displayed, click Finish >.
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If you see no Microsoft SQL Server folder, go to Section 2.7: Install a new Microsoft SQL
Server 2014 Express database.
If you see only a folder called Microsoft SQL Server Compact Edition, ignore it since it
cannot be used by EasyLobby. Go to Section 2.7: Install a new Microsoft SQL Server 2014
Express database.
If you see a folder called Microsoft SQL Server, then it is already installed. You must now
check if it is a 32-bit or 64-bit installation.
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3. On the Select Target Database window, select New SQL Server 2014 SP1... and click Next >.
4. Review the installation information and click Next > to start the installation.
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5. Allow up to a minute for the installation to complete. When the installation of the database has
finished, click View Log to review the results of the database installation script.
Verify that error messages are not displayed in the log. These appear as lines of readable text
amongst the digits. If the log is displayed with no error messages, your database should be
successfully installed. The installation creates a new SQL Authentication account named
easyuser10 and a new database catalog named EasyLobby10. The easyuser10 account has
database owner (dbo) rights on the EasyLobby10 database.
6. Go to Section 2.9: Set up a SQL Server ODBC data source on each client computer.
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3. On the Select Target Database window, select Other existing 32-bit SQL Server... and click
Next >.
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4. The SQL Server Instance and Credentials window requires the name of the existing SQL server.
5. Open SQL Server Configuration Manager, and look for the existing SQL server name, for
example SQLEXPRESS.
6. In the SQL Server Instance and Credentials window, select Named Instance and type the name
of the existing SQL server.
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8. The Start Installation window is displayed immediately before the actual installation is ready to
start. Review the installation information and click Next > to start the installation.
9. Allow up to a minute for the schema installation to complete. When the installation of the
database has finished, click View Log to review the results of the database installation script.
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10. Verify that error messages are not displayed in the log. If the log is displayed as shown here,
your database should be successfully installed. The installation creates a new SQL
Authentication account named easyuser10 and a new database catalog named EasyLobby10.
The easyuser10 account has database owner (dbo) rights on the EasyLobby10 database.
11. Go to Section 2.9: Set up a SQL Server ODBC data source on each client computer.
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2. If required, enter the account details of your ‘sa’ system administrator account or another
account that has administrator privileges on the SQL Server. Click Connect.
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3. Click File > Open > File and open the file dbCreateSQLServer.sql from the SQL folder of either
your product DVD or the EasyLobby installation folder (typically
C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0\SQL). The interface should resemble
the image below.
4. In the script, carefully edit the two instances of the FILENAME value to reflect the actual
installation folder of SQL Server on your database server computer, for example:
These variables specify the folder locations where the data and log files for the database are
created. The database files must reside somewhere on the database server. The files do not
have to reside in the SQL Server installation folder. They may reside anywhere you choose,
although for performance reasons it is recommended that they reside on a local hard drive.
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5. Click Execute on the toolbar to execute the SQL script (or click Query > Execute, or press F5).
The Messages area at the lower right should show the results; ensure that there are no errors.
If this script executes with no errors, a new EasyLobby10 database is created on your database
server, along with the default account called easyuser10, with a password of door10maN+,
which is the dbo (database owner) for that database.
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6. Right-click the top-level server icon and click Refresh. You should see the new EasyLobby10
database listed under your database server in the Databases folder:
7. Go to Section 2.9: Set up a SQL Server ODBC data source on each client computer.
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2.9 Set up a SQL Server ODBC data source on each client computer
A SQL Server ODBC data source (DSN) must be created on each EasyLobby client computer that will
run EasyLobby SVM, Administrator or eAdvance.
1. On the client PC, open Control Panel and click Administrative Tools > ODBC Data Sources
(32-bit).
2. Click the Drivers tab and check that you have the ‘SQL Server’ ODBC driver. Windows typically
has these drivers already installed. If you do not have the SQL Server driver, download and
install the MDAC 2.8 SP1 update from the Microsoft web site, or contact your system
administrator.
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5. In the Create a New Data Source... window, type a name such as EasyLobby10 and an optional
description for your new data source.
Type or select the name (or IP address) of your database server in the Server field.
If you previously used Section 2.8.1: Use an existing 32-bit Microsoft SQL Server, you might
need to manually type the name of the server, for example MACHINE\SQLEXPRESS, as the
server.
If you previously used Section 2.8.2: Use an existing 64-bit Microsoft SQL Server, you might
need to manually type the name of the server, for example MACHINE\SQLEXPRESS, as the
server. You can use SQL Server Configuration Manager to see what instances are installed
(e.g. SQLEXPRESS).
6. Click Next >.
7. In the following window, select With SQL Server authentication. Type the login ID easyuser10
and password door10maN+, then click Next >. If you are using Windows NT Authentication or
alternative credentials for SQL Authentication, make the appropriate modifications and
remember to run the EasyLobby Authenticate utility to specify the alternative connection type.
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8. If the following window is displayed, then you have connected to your database server. If you
get an error message, then either the server can’t be found or the credentials were entered
incorrectly.
Verify that Change the default database to: is selected and select EasyLobby10 on the
drop-down. Click Next >.
9. Click Finish.
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10. Click Test Data Source to make sure the connection to the database is working.
11. Click OK. You have now created a data source called EasyLobby10 (or the name you entered in
the name field earlier).
12. Go to Section 2.12: Connect EasyLobby to the SQL Server or Oracle database.
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3. Log into your Oracle web account, then choose a location to save the zip files.
4. Extract the zip file(s) to a folder of your choice. If there is more than one zip file, extract them to
the same folder.
5. Expand the database folder that you extracted in the previous section, and double-click setup.
6. Follow the instructions to install Oracle Database 12c.
Note: During installation, be sure to clear the Create as container database option. If this
option is checked, you cannot create a local user in the root container. The EasyLobby database
installer will not work unless you have proper roles assigned to a specific database. Keep a note
of the install location, global database name, and administrative password.
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4. Check if you have a system environment variable named ORACLE_SID set to your Oracle
database instance. If it is not present, create a new system variable with the name
ORACLE_SID, and set the value to your Oracle database instance (XE, orcl etc.):
5. Open Control Panel, click Administrative Tools, then double-click Services. Restart any Oracle
services.
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6. Insert the EasyLobby DVD into the computer that will be your database server.
7. Select EasyLobby Database Installer and click Run. If the EasyLobby product installation
window (shown below) does not appear automatically, run Setup.exe from the root of the DVD.
8. The initial splash screen is displayed. Click Next >.
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9. On the Select Target Database window, select Existing Oracle database... and click Next >.
10. In the Oracle Credentials windows, enter the Oracle Net Service Name (e.g. xe, orcl), Oracle
user ID and administrative password.
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11. The Start Installation window is displayed immediately before the actual installation is ready to
start. Review the installation information and click Next > to start the installation.
12. Allow up to a minute for the schema installation to complete. When the installation of the
database has finished, click View Log to review the results of the database installation script.
13. Verify that error messages are not displayed in the log.
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4. Type the Service Name for your database server. If you are not sure of the service name, use the
Oracle Enterprise Manager / Net Manager to add your database server to the tree. Click the
icon for the database. The service name is listed in the TNS descriptor / Service Identification.
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6. Type the name or the IP Address for your Oracle database server and click Next.
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8. Click Change Login and type your username and password. When the test is successful, the
following window is displayed. Click Next.
9. Type the Net Service Name as shown here. You may type any name you wish in this field, for
example, EasyLobby. Click Next.
You now have created an Oracle Net Service name. You need this name when creating an ODBC
data source for this Oracle database. Use this name whenever you are prompted for a “service”,
“service name”, or “server”.
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2. Click the System DSN tab. Note that to create a System Data Source may require local
administrator privileges. Click Add.
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4. Type the information as shown. You may call the Data Source Name field anything you like, for
example, EasyLobby10 as shown. Description is optional. The TNS Service Name is the Net
Service Name that was entered when the Net configuration was created. The User ID field
should be set to easyuser10. Click Test Connection to test the connection.
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6. Click OK to confirm, then click OK once more in the Oracle ODBC Driver Configuration
window; your new data source is listed in the data sources list.
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2. In the Connections pane, click the New Connection icon. Type the details for your Oracle
server and click Test to check the connection. Click Connect.
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3. Click File > Open and select the file called dbCreateOracle.sql from the SQL folder of either
your product DVD or the EasyLobby installation folder (typically
C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0\SQL).
4. Click Run Script or press F5. Ensure that there are no errors after the script executes.
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If you connect successfully to the database, you are presented with a login dialog.
If this is your first time connecting, and you have not changed the user accounts for EasyLobby, then
you can log in with any of the following accounts:
Note: For all of these accounts, the password is case-sensitive, though the login name is not. For
security purposes, it is recommended that all logins are issued new and unique passwords after
the initial setup of the EasyLobby application.
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File: Create a new database, open an existing database, run reports, and to backup, restore, and
exit the system.
Edit: Cut, copy, and paste, and to create and edit users, reasons, categories, sites, stations,
station enrollment, signature types, and visitor alerts. In addition, the administrator can view
Active Logins, and the Event Log.
Visitor: Look up and sort visitor records on the grid view and check out visitors.
Employee: Look up and sort employee records, add new employees, print employee badges,
add employees to the watch list, and create and edit employee companies, categories, and
departments.
Package: Look up and sort package records.
Asset: Look up, sort, create, and edit asset records.
Lost & Found: Look up, sort, create, and edit lost and found records.
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3.2.1 Sites
To set up sites for your company (in Administrator or SVM):
1. Click Edit > Sites.
2. To add a new site, click New. A new site is added to the list on the left. You can specify the Site
Name, Site Id, Description, and Administrator Email address (see note) in the fields on the right.
Site Id is a positive number that is set to any value. The Site Id is used as the first digit(s) in the
Custom Id, which is automatically assigned to all visitors and packages.
3. To edit a site, select the site to edit from the list on the left and change the information for the
site on the right.
4. To delete a site, select the site from the list on the left and click Delete.
5. Click Close.
Note: The administrator email address is important. It is used to send many types of notification
including the panic message.
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3.2.2 Stations
To set up stations for your company:
1. Click Edit > Stations.
2. On the Site drop-down, select the site to which you wish to add/specify stations.
3. Click New to add a new station. A new station is added to the list on the left and you can
specify the station name, description, and license key in the fields on the right.
Note: You can set up all the stations and their license keys from one system. When you install
the particular stations and start EasyLobby, they self-enroll based on the license key and
connect to the database.
4. To edit a station, select the station to edit from the list on the left and change the information
for the station on the right.
5. To delete a station, select the station from the list on the left and click Delete.
6. Click Close.
2. On the Site drop-down, select the site for the stations you will add/specify.
3. You can set up all the stations and their license keys from one workstation. When you install the
particular stations and start EasyLobby, they self-enroll based on the license key and connect to
the database.
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Field Description
User Name 3 to 30 alphanumeric characters. The user name is not case-sensitive.
Password A password is not required, but is recommended. The password is case-sensitive and
encrypted. To set password specifics, such as minimum length and complexity rules,
click Edit > Program Options > Security > Password tab. After initial setup, users at
all security levels can change their own password using File > Change Password.
Authentication EasyLobby Authentication: The user logs in with the provided user name and
password.
Single sign-on: The user’s Windows account name is provided as the user name. No
password is necessary. When launching EasyLobby the software checks that the
logged in Windows account matches a user name in the EasyLobby system. If a
match is found, the user is automatically logged in without a login prompt.
Active Directory: The active directory account name is provided as the user name.
When launching EasyLobby the user is prompted with a login window to type the
Active Directory user name and password. The software checks the Active Directory
for the credentials and if a match is found, the user is logged in.
Locked Out The user has been locked out of the database due to the number of failed attempts to
log in. Clear this option to unlock the user.
Never Expires The password will never expire.
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Field Description
1
Security Level Choose one of the following levels or customize the security level:
Enterprise Administrator: Used by those who install and set up EasyLobby at the
enterprise level. In addition to manager tasks, administrators can create and manage
visitor logs and users, and can import and export log information. You may have more
than one administrator and it is recommended to have a second administrator
account as a backup for the primary administrator.
Site Administrator: Used by those who install and set up EasyLobby at the site level.
In addition to manager tasks, administrators can create and manage visitor logs using
Administrator, and can import and export log information. You may have more than
one administrator and it is recommended to have a second administrator account as a
backup for the primary administrator.
Manager: Used by those who will create visitor reports. In addition to operator tasks,
managers can open logs, add and modify employee information, backup and restore
logs, set preferences, and create reports.
Operator: Used by most reception desk staff. In addition to novice tasks, operators
can add events and view log properties.
Novice: For new EasyLobby users and temporary reception desk staff. Novices can
enter new visitors, check visitors in and out, print badges, and do visitor log lookups.
inAdvance User: (No longer functional; do not use).
Self Registration: A user name with this security level starts EasyLobby in
self-registration mode for self-registration stations. See Section 4.2.1: Start and login
to self-registration mode.
Description Type an optional description.
Site Specify the site or all sites for the user.
1. For additional detail, see Section A.1: User level access to commands.
4. Click Test to check that the password meets the complexity rules. The rules are defined in the
Edit > Program Options > Security > Password tab.
5. Click OK after entering the information for the new user.
Note: For proper operation, EasyLobby SVM and Administrator require that the logged in Windows
user has write permission for the EasyLobby installation folder (and subfolders). This is typically
C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0 unless you selected a different folder
during installation. For further details of the permissions available to each user level, see Section A.1:
User level access to commands.
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3. Click Insert to create a new security level. In the Name field, type a name for this security level.
To change the properties for the security level, check items in the Properties box.
Note: A new security level has All Permissions available. You must turn off the permissions that
you do not want for the new level.
4. Click Close. The custom security level is now available to assign to a user.
Note: For proper operation, EasyLobby SVM and Administrator require that the logged-in
Windows user has write permission in the EasyLobby installation folder (and subfolders). This is
typically C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0 unless you selected a
different folder during installation. For further details of the permissions available to each user
level, see Section A.1: User level access to commands.
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Select All Sites or a particular site on the drop-down. Click Sites to add, delete, or edit a site.
Company
Company: Type your company name.
Address
Type your company address. This information is used if you print a shipping label or other label
that includes your own company information as a return address.
Logo file
Logo File: Click Browse to select a file containing your company logo. The logo appears on
your badge designs. The logo file may be stored in JPG, BMP, PCX, WMF, or EMF format. Click
Refresh to refresh the thumbnail image.
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Site Filtering
Enable site filtering allows you to display visitors and employees for the specified site only.
Do not filter employee lookups ensures all employees are shown, regardless of their site.
Performance Tuning
Enabling or disabling these settings can increase or decrease the system response time
depending on the number of records in your database.
Module Enable
Enable or disable the Package, Asset, and/or Lost and Found modules as required. Disabling a
module you don’t intend to use removes it from the menu, simplifying the EasyLobby interface.
Access Control Integration
Enable access control integration error reporting sets the interval at which access control
errors are updated. Refer to EasyLobby SVM 10.4 Product Suite General Specifications
(PLT-03261) for more information about access control integration.
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Employee list
Show Name Only shows only the employee’s name when selecting the host from the employee
drop-down on the visitor form.
Show Additional Fields shows the selected fields on the employee drop-down on the visitor
form.
Sort By
Sorts the employee list by the selected field.
Grid Options
Enable grid refresh every sets the time interval in seconds to refresh the visitor grid to display
newly entered information.
Display Grid Legend turns on/off the panel of status icons and meanings below the visitor grid.
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Form Options
Country is used as the default when creating a new visitor. The country is placed in the Contact
Info tab on the form view when an operator creates a new visitor record.
Make type-in fields uppercase forces the information typed into a field into uppercase,
allowing the user to type the letters regardless of case.
Use multiple visitor forms toggles between displaying one visitor form at a time, or a visitor
form for each visitor selected.
Employee combo refresh every sets the time interval in minutes to refresh the Employee field
to display newly entered employees.
Valid From/To Defaults:
These time values are used as the defaults for the badge when creating a new visitor. You can
either type values or use the arrow buttons to adjust times. In the Future date selector you can
use the drop-down arrow to select a date, but you must click the hour/minute to type new
values.
Grace period allows the visitor to check in earlier than the specified From time.
Returning Visitor Defaults:
Copies the selected fields from the visitor’s prior visit to their current visit when using the
Returning Visitor feature. See Section 6.3: Add a returning visitor.
Open record from previous visit: Normally, the Returning Visitor function copies information
from the previous visit and creates a completely new visitor record. This option will open the
record from the visitor’s previous visit, ready to be updated. This prevents multiple visitor
records being created for the same visitor, which reduces the database size.
Update valid to time to current default: This option is used in conjunction with Open record
from previous visit. Usually, the previous visit record will hold an expired Valid To time, so you
cannot check in the record. This setting updates the Valid From and Valid To fields to the
current system defaults so that the record can be checked in successfully.
Do not use existing authorized record: Normally, EasyLobby will open the existing record if
you use the Returning Visitor function while the visitor has a currently active visitor record.
With this option selected, EasyLobby will create a new record instead of opening the existing
active record.
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Visit by Employee: When an employee from another site visits, this function copies basic
information from their employee record into a new visitor record.
Satellite barcode scan determines if a satellite station can be used by the employee to check in,
check out, or both.
Grid Options
Enable grid refresh every sets the time interval in seconds to refresh the employee grid view to
display newly entered information.
Alerts
Enable alert when visitor name matches inactive employee name determines whether an alert
displays when an inactive employee's name matches the visitor's name.
Send administrator notification on inactive employee match enables an email to the
administrator when an inactive employee's name matches the visitor's name.
Notification message specifies the message to display for these alerts.
Prevent visitor check in for an inactive employee displays an alert if a preregistered visitor was
assigned to an employee who has since become inactive (left the company). The visitor must
be assigned to an alternative employee before they can check in.
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Identical settings are provided for custom Id, employee number, package custom Id and asset
custom id options:
Options
Do not generate does not create a custom Id.
Automatically generate automatically increments the Id number generated by EasyLobby. The
Custom Id field is located on the Badge tab of the form view when you create a new record. It
can be printed on badges and used for quick check-out or barcode check-out. The Custom Id
has a maximum length of 16 digits.
Generate in range generates an incrementing custom Id for each visit that is within the range
entered in the boxes.
Prepend Site Id puts the site Id number before the custom Id for each visit.
Prepend Station Id puts the station Id number before the custom Id for each visit.
Prefix puts the entry before the custom Id for each visit.
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Options
Release parking spot on visitor check out shows the parking space as available when the
visitor checks out.
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Options
Enable grid refresh every refreshes the Lost & Found grid view at the specified interval.
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2. To display a particular field, select the required User Defined n option. If the option is not
selected, the user-defined field is not displayed on the visitor form.
3. Type a label for the field and select the control type. The Control Type is the type of field
presented to the user. Control types are:
Text: An open text box to hold text or numbers.
Checkbox: An on/off control to indicate that something is true or has been selected.
Combo (drop-down): Displays a list of items to choose from. The Edit Items button is
displayed so you can specify the available items for the drop-down.
Date: A date selection control. Using the Date control for a user-defined field select today's
date by default.
4. Click OK.
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You can set most of the fields on the visitor log to:
Enabled toggles the field from enabled to disabled. Yes (enabled) allows the user to enter
information into the field. No (disabled) prevents the user from entering information by graying
out the field.
Required toggles the field from required to not required. Required fields are indicated with an
asterisk and must be completed before the visitor can be checked in.
In Grid toggles the field to show or hide on the grid view.
License sets which information is taken from a driver’s license scan into the visitor log.
Bus Card sets which information is taken from a business card scan into the visitor log.
Fields marked with N/A cannot be changed, as they are not applicable to the setting.
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Check In
Enable multiple check ins within authorized period
Allow sequential check in without intervening check out: Allows you to check in a visitor
multiple times until the badge expires without the visitor checking out in between visits.
Using this setting allows visitors that might be frequently exiting and reentering the building
to do so without having to check out every time they leave the building.
In today's visitors lookup, don't show visitor on subsequent days after check in: Don’t
display a visitor if they checked in prior to today's date without a check-out. This option
excludes visitors who have checked in for a long period from appearing on today’s check-ins.
In today's visitors lookup, only show preregistered visitors arriving today displays only
preregistered visitors with an arrival date of today. This excludes visitors who were
preregistered but never checked-in.
In preregistered lookups, show visitors as preregistered on subsequent days after check in
shows visitors as preregistered on the days after their initial check-in as opposed to showing
them as already checked in. Using this setting allows you to see if a pre-registered visitor that is
currently checked in is also expected to be on-site on future days.
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On check in, prompt if visitor is already checked in prompts you when the visitor you are
checking in is already checked in (they were not checked out from a previous visit).
On check in, disable data entry on all fields except by administrator or manager locks a visitor
record when the visitor is checked in, so changes can not be made except by the administrator.
On check in at different site, set visitor site to new site edits the visitor record to reflect the
site at which the visitor checked in.
Watch List Options
These settings allow you to enable the watch list function.
On check in, prompt if name matches an entry in the watch list prompts you when the visitor
you are checking in matches a person on the watch list (an unwelcome visitor). You can choose
to match first and last name or last name only.
On check in, prompt if company matches an entry in the company watch list prompts you
when the visitor you are checking in matches a company on the company watch list.
On check in, prompt if country matches an entry in the country watch list prompts you when
the visitor you are checking in matches a country on the country watch list.
On check in, prompt if citizenship matches an entry in the country watch list prompts you
when the visitor's citizenship matches a country on the country watch list.
See Section 3.11: Alerts for further details about using the watch list.
Administrator proxy badge printing
Enable administrator proxy badge printing is used with SVM Mobile to print visitor's badges,
and sets the time interval in seconds for printing. Can be used with eKiosk to print visitor
badges.
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Fully Automatic (In/Out, no form display) automatically checks in or checks out the visitor
without displaying an in or out form.
On barcode scan for check-out, warn if visitor checked in on a previous day prompts you
when the visitor you are checking out with a barcode scanner checked in on a previous day.
Satellite barcode scan
Deny entry if visitor is not checked in denies entry if the visitor is not checked in via a SVM
station.
Deny checkpoint arrival/departure if visitor has no clearance denies entry if the visitor is not
assigned a valid clearance level.
Clear notification screen after xx Seconds allows you to place a satellite station at an exit to
use for visitors to check out when they leave. In this instance the satellite does not require
personnel to check visitors out.
Note: Departure means leaving the satellite; the visitor may go to another satellite or to the main
lobby. Check-out means leaving the facility.
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Preregistration Match
Enable pre-authorized visitor match on business card or license scan prompts you that the
visitor whose business card or license you scanned is preregistered. The visitor’s information
can be updated with the scanned information.
Warn if visitor is not pre-authorized prompts you when the visitor whose business card or
license you scanned is not preregistered. This setting is useful if your company requires all
visitors to be preregistered.
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Visitor Form
Hide license/passport number on visitor form obscures the visitor’s driver’s license number by
displaying it as asterisks in the EasyLobby user interface. However, the number is still saved in
the database, and will be visible in saved/exported records.
Enable license/passport scan for check out checks out a visitor who is checked in by swiping
their driver’s license through the driver’s license reader.
Enable license/passport scan to lookup matching visitor record looks up a visitor by swiping
their driver’s license through the driver’s license reader.
Optional license field capture
These are additional fields that can be captured from the license/passport scan. Note that field
availability varies by state. For each item that you wish to capture, select the destination field in
the visitor record where the data will be stored. Fields such as Address, City, and State will be
captured automatically if those fields are enabled in the Visitor Form. You can manage those
fields through using the Visitor Fields tab (see Section 3.4.4: Visitor Fields tab).
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Backup
Prompt for database backup reminder every: When exiting EasyLobby, displays a prompt at
the specified interval to remind you to backup the EasyLobby database. You may automate the
database backup by using SQL tools.
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Server credentials
Server Type selects the type of local screening database to which you will be connecting.
DSN is the data source name (DSN) for the local screening database, the equivalent of
EasyLobby10.
Port: (Oracle only) The port number; usually 1521 for Oracle.
Host: (Oracle only) The name of the computer on which the local database resides, e.g.
DOMAIN\MACHINE.
Service Name: (Oracle only) The database service name, the equivalent of EASYLOBBY.
User Name is the user name required to connect to the database, the equivalent of easyuser10.
Password is the password required to connect to the database, the equivalent of door10maN+.
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Table Name is the name of the table within the local database that holds the details of
individuals.
Map Fields:
1. Click Map Fields.
2. In each text box, type the name of the field in the local screening database (within the
specified Table Name) that holds data equivalent to the EasyLobby field. In the example
above, EasyLobby will read a field called SocSecNum in the local screening database and
compare it with the EasyLobby SSN (SS Number) field in the visitor record when
determining a match. Similarly, EasyLobby will read a field called CompOrg in the local
screening database and compare it with the EasyLobby Company field when determining a
match.
3. Click Save and Exit.
Test Connection tests the connection to the local screening database.
requirements. The user must immediately create a new password that satisfies the listed
requirements.
Password complexity rules select additional requirements for password complexity.
eAdvance Employee Passwords
This area provides the same options as the User Account Passwords section, but the settings
apply to the login behavior and passwords used when logging in to eAdvance. Refer to
EasyLobby eAdvance 10 Installation and Administration Guide (PLT-03263).
Screen Setup
The Text, Logo, and Background specified in the Screen Setup area are shown on the
self-registration mode startup screen. You can add line breaks in the text by typing Shift+\ to
enter a vertical bar character | (also known as a pipe). The startup screen can display up to
three lines of text, so you can include at most two vertical bars in the text. The picture is shown
at the top of the startup screen and may be stored in JPG, BMP, PCX, WMF, or EMF format.
Languages
The languages you select are offered as options to visitors on the startup screen. Visitors can
press function keys to select the language they want to use.
Hidden or Required Fields
Field labels for the Required Fields you select are shown in bold on the self-registration screen.
If a visitor does not complete a required field, a message identifies the missing field. Visitors
cannot finish registering until they provide the required information. You may choose to hide
any field on the form.
For further details, see Section 4.2: Self-registration mode.
You can add variables to the message. The following variables are supported:
%EMPLOYEE% - Employee name
%EMPPHONE% - Employee phone
%EMPEXTENSION% - Employee extension
%EMPBUILDING% - Employee building
%EMPFLOOR% - Employee floor
%EMPOFFICE% - Employee office
Other fields from the visitor record are also supported: %REASON%, %SHOWNNAME%,
%FIRSTNAME%, %LASTNAME%, % CATEGORY%, %LOCATION%, etc.
Options
Take a photo activates the camera to take a photo of the visitor. This can be an embedded
camera or a camera device that is connected to the check-in station.
Capture signature activates the Topaz signature capture device.
Enable CardScan business card scanner activates the business card scanner.
Enable driver’s license reader activates the driver’s license reader.
Enable barcode scanning activates the barcode scanner and allows the visitor to scan the
barcode on their preregistration confirmation email (or badge for a return visit).
Disable badge printing prevents a badge being printed when the visitor registers. Typically, this
is selected when you want your visitor to proceed to a lobby desk to have their badge printed
by an operator.
Register but don’t check in registers the visitor’s arrival but does not trigger the check in
process. This can be useful if you have a security process which the visitor must complete
before being checked in, or when you want your visitor to proceed to a lobby desk to have the
final check in process completed by an operator.
Enable virtual keyboard displays an on-screen keyboard for use with touchscreens. The
touchscreen resolution must be at least 1024x768 to accommodate the entire keyboard.
Use picture on form displays the visitor’s existing photo if one is available.
Auto send email to employee sends an email to the hosting employee to inform them that the
visitor has registered.
Check for preregistered visitors checks for preregistered visitors when using ‘classic’
single-screen mode.
Display document causes a document to appear as part of the registration process, for
example a non-disclosure agreement:
1. Click Document Setup.
2. Click Browse to select the document to be displayed. The file may be simple text (.txt),
Rich Text Format (.rtf), Adobe PDF (.pdf) or HTML (.html). If no document is configured for
a particular language, the document window will not appear if the visitor has chosen that
language for the self-registration process.
Do not require document acceptance means the document will be displayed, but the
visitor is not required to accept the document to allow registration to proceed.
Require document acceptance and... means the visitor must click an Accept button to
allow registration to proceed.
Activate Accept button only after... requires the visitor to scroll to the end of the
document before the Accept button becomes enabled.
Do not show print dialog, just print... prevents the normal printer selection dialog being
displayed to the visitor.
Form Dimensions sets the dimensions of the document display form.
Set field on acceptance allows you to select a user-defined field that will be set to
indicate that the visitor has read the document. See Section 3.4.3.1: Visitor User Defined
tab for details about configuring a user-defined check box field. This is commonly used
with a Time/Value-Based Alert (see Section 3.11.4: Time/Value-Based tab) which allows
the visitor to acknowledge a document for a set period.
Note: If an error message is displayed when using the Document Display window, install the
latest version of Adobe Reader. Go to https://get.adobe.com/reader, and take care to clear all
of the additional software download options before clicking Install now.
Email Interface:
Microsoft MAPI Mail API uses your installed email MAPI client (i.e. Outlook).
Built-in SMTP Mail Sending Facility: You must be connected to a SMTP mail server. If the
connection fails when trying to send an email, you will have lost the email message.
EasyLobby supports a wide range of scanners/readers; see Section 2.2: Hardware installation.
Click Edit > Device Options.
The information can be set at the enterprise or site/station level depending on whether you are
logged in as an enterprise administrator or site administrator. Select the Site and Station.
The ability to change the settings is also dependent on whether the enterprise administrator has
selected that an option may be changed at a site or station level or only at the enterprise level.
License Reader
Enable Driver’s License Reader enables the device.
Port is usually COM1, but check with your system administrator if unsure about the port.
Device type selects the type of Intellicheck Reader; DCM or IM2000.
Note: If you are using an Intellicheck DCM with a USB cable, you will need to find the COM port to
which the device has been assigned. See Section 2.2.2: Install an Intellicheck
DCM/IM2000/IM1200+.
Enable South Africa driver’s license barcode scanning enables scanning of South Africa
driver’s licenses.
Device type: Selects the device type.
Server IP Address: Selects the server IP address.
You can configure four USB Proximity Card Readers with EasyLobby.
Proximity Card Reader 1 / 2 / 3 / 4
Enable Proximity Card Reader enables the device.
Port selects the COM port to which the proximity card reader is connected.
Device Type selects the type of proximity card reader.
Read Type sets which actions a proximity card scanner can perform.
Process the same as a barcode scan suppresses the usual pop-window for a proximity card
scan, and instead uses the same options used for a barcode scan (see Section 3.4.5.2: Barcode
Scan tab). This helps to streamline the process when using prox cards.
Do not assign card number to current visitor prevents the proximity card number being
immediately assigned to the currently open visitor record. If another visitor’s record is currently
open in EasyLobby, this option prevents an unexpected receipt of proximity card details being
assigned to the wrong visitor record, or disturbing your operation of EasyLobby.
Camera interface:
Use Video for Windows interface: Select this option if you are using a camera that uses the
Video for Windows interface drivers.
Use TWAIN interface: Select this option if you are using a TWAIN device, e.g. camera, flatbed
scanner.
If there is more than one twain device connected: If you have a camera and a flatbed scanner
connected to your computer, choose which device you would like EasyLobby to use for taking
photos.
Add informational caption to photo adds time and date information to the photo taken.
Test performs a test to check that the camera is working. If the displayed image is green, click
Edit > Format, select a resolution of 640x480, and click Apply.
Fingerprint Scanner
Enable Fingerprint Scanner enables the device.
Server Options
Name/ IP Address: Type the details of the server.
Port number: Type the port number.
Client Options
Scan continuously for fingerprints allows a person to use the fingerprint scanner at any time.
If this option is not selected, you must manually enable the fingerprint scanner when
required.
Display scan dialog enables the scan dialog.
On scan, do not activate application when minimized or in the background causes EasyLobby
to remain minimized when a scan is detected, rather than popping up. This is useful if you are
performing other tasks on the computer.
The file you create must contain records with fields separated by asterisks, tabs, or commas.
Each record must be on a separate, single line and have a column for each of the fields specified
below (leave the column entry blank if you are not using that field, but you must have the field
title in the file). You can omit any fields after the last field you want to import.
For example, a visitor import file must contain the following fields in the first row, in the
provided order.
1. RecordType 2. Id 3. FirstName 4. LastName 5. SSN …
… 6. Title 7. Company 8. Address1 9. Address2 10. City …
… 11. State 12. Zip 13. Country 14. Citizenship 15. WorkPhone …
… 16. CellPhone 17. Fax 18. Email 19. Website 20. License …
… 21. LicenseExpiration 22. DateOfBirth 23. Employee 24. Category 25. Reason …
… 26. Clearance 27. Site Id 28. Conference Room 29. ParkingSpaceId 30. CheckIn …
… 31. Check Out 32 ValidFrom 33. ValidTo 34. RegisteredBy 35. UserDefined1 …
… 36. UserDefined2 37. UserDefined3 38. UserDefined4 39. UserDefined5 40. UserDefined6 …
… 41. UserDefined7 42 UserDefined8 43. UserDefined9 44. UserDefined10 45. UserDefined11 …
… 46. UserDefined12 47. UserDefined13 48. UserDefined14 49. UserDefined15 50. UserDefined16 …
… 51. UserDefined17 52. UserDefined18 53. UserDefined19 54. UserDefined20 55. UserDefined21 …
… 56. UserDefined22 57. UserDefined23 58. UserDefined24 59. ApprovedBy 60. Status …
… 61. ProxCardNo 62. Notes 63. PrintCount 64. ProxyPrint 65. InsuranceCo …
… 66. PolicyNumber 67. CreationDate 68. ModifiedDate 69. CustomId
When EasyLobby reads the file, the first row is ignored as it is expected to contain the field
names, so your database table or spreadsheet might look like this:
Note: To create an import file with the fields already set up in the correct order, click
File > Export. You can then replace the information in the file with the information you wish to
import into EasyLobby. Before overwriting data, it is advisable to backup your existing data.
3. Select the EasyLobby database. For Microsoft Access databases click Browse by Filename.
For Microsoft SQL Server and Oracle databases click Browse by Data Source. Click Next =>.
4. The next step is to map the fields in the source file to the fields in EasyLobby. To do this, in the
Source Fields column click the down arrow to the right of the field you want to map. The list
of fields available in the source file is displayed. Select the field that corresponds to the field in
the EasyLobby Fields column. If the first record/row of the database contains field names (not
employee data), check First record contains field names.
You can save the mapping for future use. This is useful if you are loading information from more
than one source file, as you can save a separate mapping for each source. Click Save Map to
save the map, Load Map to load a map, and Clear Map to clear the current selections.
Import Options
Check for duplicate and update: If a duplicate record is found in the imported database, the
matching record will be updated. Click Check Field Match to set which fields will be used to
determine a match. Email is often the best data field to match against.
Remove if name is blank: If an incoming record contains blank name fields, it will not be
imported. If this option is cleared, any record is imported even if it has blank name fields.
Update employees by company: The company field is used as a priority. Even if an imported
record matches an existing record, a new record will be created if the company is different.
Update employees by category: The category field is used as a priority. Even if an imported
record matches an existing record, a new record will be created if the category is different.
Update employees by site: The site field is used as a priority. Even if an imported record
matches an existing record, a new record will be created if the site is different.
Don’t overwrite password field prevents an employee’s current password being overwritten
by one present in an imported record.
Do not run import within a database transaction causes the employee import operations to
be performed as separate SQL queries instead of using a single SQL transaction, which could
be disallowed by the server.
EasyLobby employees not found in the source:
Mark them as inactive: If the imported file does not contain a record that matches an
employee currently in the EasyLobby database, the employee will be marked as inactive (no
longer employed).
Keep them, do not archive: If the imported file does not contain a record that matches an
employee currently in the EasyLobby database, the employee will remain and will not be
marked as inactive.
Ask on each missing employee for archive: If the imported file does not contain a record that
matches an employee currently in the EasyLobby database, a prompt is displayed to allow
you to save an archive file the employee. The employee is then deleted from the current
database. The .evm archive file can be opened in EasyLobby for later reference.
Automatically archive every missing employee: If the imported file does not contain a
record that matches an employee currently in the EasyLobby database, an employee archive
file (.evm) is saved automatically. The employee is then deleted from the current database.
The .evm archive file can be opened in EasyLobby for later reference.
Archive missing employees into single database: If the imported file does not contain
records that match employees currently in the EasyLobby database, an employee archive file
(.evm) is saved containing all the unmatched employees. The employees are then deleted
from the current database.
7. Click Next =>.
9. The window indicates when the employee database import has finished.
3. Type a name for the task and, optionally, a description. Click Next >.
4. Select the frequency at which to perform the task. Click Next >.
5. Select the start date and time for the task. Leave Recur every set to 1 to make the task run
every day. Note that this dialog differs depending on whether you chose daily, weekly, monthly,
etc., on the previous dialog.
In the Add Arguments (optional) box, type /s, then click Next >.
8. The final confirmation dialog indicates that the scheduled task setup is complete. Check the
Open the Properties dialog for this task when I click finish option and click Finish.
9. In the Security options area you can select the user account under which the task will run,
typically an administrator account. The Conditions and Settings tabs allow you to further
define when the task should run. Click OK to finish.
10. To make further edits to the task, select it in the list of tasks in the central pane of the Task
Scheduler window, then click Properties in the right pane.
3.8 Categories
Categories allow you to group your visitors, employees or watch list items. For example, categorizing
your visitors allows you to print badges that differ by category, and to take advantage of reports
sorted by visitor category. The EasyLobby system administrator or manager can add or change
categories in EasyLobby SVM or Administrator. The visitor categories appear in the Category
drop-down on the visitor form, allowing the operator to quickly select a category.
Note: If you created a new visitor log based on the sample file and preserved the categories,
the categories are displayed. If you created an empty visitor log, you must add new categories.
The first category in the list is the default category that is used when a new visitor is added.
Click Move Up or Move Down to change the order.
2. Click Insert to add a category. The Edit Category window is displayed with the Name set to
New Category. The name you type is shown in the category list in visitor views. You can
associate the category with all sites, a particular site, or multiple sites using the Sites box.
Check Require approval for preregistration to set the category as a trigger for preregistration
approval. See Section A.5: eAdvance value-based approval.
3. To edit category settings for an existing category, change the information displayed in the edit
category window.
4. To delete a visitor category, select the category and click Delete.
3. To edit an existing category, change the information displayed in the Edit Employee Category
window for the category.
4. To delete an employee category, select the category and click Delete on the Edit Category
window.
2. Click Insert. The Watch List Categories window is displayed with the Name set to New
Category. The name you type is shown as the category in the watch list. Assign a status to
indicate if the visitor is welcome.
The first signature type in the list is the default type to use when a new visitor is added. Click
Move Up or Move Down to change the order. Click Sort to list the signature types
alphabetically.
3. Click Insert to add a signature type. The signature type is displayed with the name set to New
Signature Type. The name you type is shown in the signature type list in visitor views.
4. To edit a signature type, change the information displayed in the Name box for the selected
signature type.
5. To delete a signature type, select the signature type and click Delete. You are prompted if you
want to delete this signature type. Click OK.
3.11 Alerts
You can set up alerts to indicate when a visitor has reached a number of visits, is considered a VIP, is
not welcome, has an expired badge but has not checked out, or either a host or facility has reached a
maximum amount of visitors.
4. Select the watch list category, change any information, load or delete the photo, and add any
special instructions.
3. Type the person’s name and contact information, photo (optional), aliases, category, whether
the alert is always enabled or valid for specific dates, and any special instructions. Watch list
categories are managed in Section 3.8.3: Watch list categories.
To manage watch list settings for when you would like the watch list queried, and what actions to
take, see Section 3.4.5.1: Check In tab and Section 3.4.7.3: Watch List Alert tab.
6. Specify the Display Stop Option. This is a check box on the alert that allows you to turn off the
alert for the particular visitor. The choices are:
Never display the stop the alert check box
Stop displaying the alert after the specified number of visits per timeframe
Always display the stop the alert check box.
Note: Once the alert is turned off for a visitor, it never shows again for that visitor.
7. Specify the Applicable Visitor Category. You can apply the alert to:
All categories
To all categories, but exclude a particular category
To a specific category.
1. Check the Enable maximum visitors check option to set the maximum visitors for an employee.
Select the employee category and check Enforce maximum visitors for that category. Type the
maximum number of visitors, if the maximum can be overridden, and any instructions. Repeat
for each employee category.
2. Check the Enable maximum visitors at one time option to set the maximum visitors for the
enterprise. Type the maximum number of visitors, if the maximum can be overridden, and if it
applies to all visitor categories or a specific category.
A time-based alert is displayed at check-in if a specified number of days has elapsed since the
visitor’s last visit. This can be used to ensure that the visitor reviews safety procedures every six
months, for example.
A value-based alert can be used to check a value held in a user-defined field. The triggering of a
value-based alert depends on the control type of the user-defined field (see Section 3.4.3.1: Visitor
User Defined tab, control types):
Text: If the text in the user-defined field on the visitor’s record is the same as the text specified
for the alert, the alert is displayed at check-in.
Check box: If the check box in the user-defined field on the visitor’s record is selected, the alert
is displayed at check-in.
Combo: If the combo box in the user-defined field on the visitor’s record is set to the value
specified in the alert, the alert is displayed at check-in.
Date: If the date in the user-defined field on the visitor’s record has already passed, the alert is
displayed at check-in.
When you use the Field drop-down to select the user-defined field, the label and control just below
the drop-down change in response to the user-defined field’s control type.
1. Click New to add a new alert. A new alert is added with the name New Time-Based Alert. In the
Name box, type a name for the new alert.
2. Check Enabled to enable the alert. Time/Value-Based alerts will appear on screen for your
operator to review at the time they are triggered.
3. Select Value-based to trigger the alert on the value of a user-defined field.
a. Select the user-defined Field that will hold the trigger value. The label and control below the
Field box change to allow you to enter the required information relevant to the user-defined
field’s control type.
b. Enter the value, date, or combo box selection that will trigger the alert. If the user-defined
field is a check box, no value is required.
4. Select Time/Value-based to trigger the alert on the value of a user-defined field, or after a
specified number of days after the initial visit.
a. Type a number of days in the After box.
b. Follow the instructions in step 3 if you also want to trigger the alert on the value of a
user-defined field).
5. In the Instructions box, type any instructions to display on the alert.
6. Also alert on initial visit will cause time-based alerts to show on the first visit.
7. Specify the applicable visitor category. You can apply the alert to:
All categories
All categories, but exclude a particular category
A specific category.
3.12 Clearance
Clearance is used to allow or deny entry at any EasyLobby station or satellite. The EasyLobby system
administrator or manager can add or change clearances in EasyLobby SVM or Administrator.
1. Click Edit > Clearances.
2. Click Insert to create a new clearance. A clearance is created with the name New Clearance.
In the Name box, type a new name for the clearance level.
Type a number, if applicable and description.
Select the Site, Sites, or All Sites for the clearance level.
3. Click Move Up or Move Down to change the order. Click Sort to alphabetize the list.
4. Click Delete to delete a particular clearance and click Close to exit the Clearance window.
2. Select the site and click Add Lot to add a parking lot. Name the new parking lot.
Click Add Spaces to setup the spaces available in the lot.
2. Select the site and click Insert to add a conference room. Name the new conference room. You
can reorder them with the buttons at the bottom.
The first vehicle type in the list is the default type that is used when a new visitor is added. Click
Move Up or Move Down to change the order. Click Sort to list the vehicle types alphabetically.
2. Click Insert to add a vehicle type. Type a new description in the Name box. This name will be
shown in the vehicle type list in visitor views.
3. To rename a vehicle type, select it in the list and edit the description in the Name box.
4. To delete a vehicle type, select the vehicle type and click Delete.
3. In the Login To window, type a user name and password for this log.
4. Click OK.
2. In the Select type of records to export frame, select the items that you wish to export.
3. In the Options frame, select the Delimiter character (separator) to be used in the output, and if
the header row, record type or record Id should be included.
4. Click OK.
5. Type a name for the export file and select the export file format. The file is an ASCII file with
fields separated by the chosen delimiter (asterisks, tabs, or commas).
6. Click Save.
3. Click OK.
3. To view the event log, click Edit > Event Log. This displays a listing of all logins.
Click Maintenance to display the Event Log Maintenance window. This allows you to choose a
range of events to delete.
Click Print Grid to print the currently displayed range of events.
Click Export to Excel to immediately open an Excel file populated with the currently displayed
range of events (requires Microsoft Excel).
Click Close to close the Event Log window.
2. Type your current password, new password, and new password again to confirm the password.
3. Click OK to change the password.
Note: If the reception desk is unattended, you should exit from EasyLobby to prevent unauthorized
users from adding visitor information and printing badges.
Next to each visitor name you will see an icon that indicates the current status of the visitor;
Checked-In, Checked Out, Preregistered, etc. A key with all possible visitor statuses is available to
help you learn the icons. The key can be hidden by clicking Edit > Program Options > Defaults tab >
Visitor tab, and clearing the Display Grid Legend option (see Section 3.4.2.2: Visitor tab).
Icon Description
Indicates that the visitor has checked in but has not checked out.
Indicates that the visitor’s badge has expired and they have not checked out.
Indicates that the visitor was preregistered but never checked in.
Indicates that the visitor has checked out and is authorized for re-entry into the facility.
Indicates that the visitor is pending approval for entry into the facility.
You can control the appearance and organization of the grid view in the following ways:
Action Description
Resize the window Drag the edge of the grid view window to make the window bigger or smaller.
Resize columns and Drag the border after a column heading to make that column wider or narrower. Drag
rows the border between any two rows to make all rows taller or shorter.
Change column You can make two columns switch places in the grid. To do this, drag and drop a
order column heading where you want it to be. The changes you make to the grid view are
automatically saved. Click Reset Theme on the grid view to restore the default grid
settings.
Sort column Click the column heading to sort the grid on that field.
Any adjustments made to the grid will be saved for the next time you open the Visitor grid.
You can export the contents of the grid view to Microsoft Excel by clicking Export to Excel. This is
especially helpful if you are planning to combine data from multiple sources for comparison.
User Defined asks you to define the full or partial text to look up and in which user defined
fields.
Preregistered date displays visitors who are preregistered for a particular date and location
that you specify.
Employee's Preregistered displays visitors who have been preregistered to visit the
employee you select but have not checked in.
Department's Preregistered displays visitors who have been preregistered to visit employees
in the department you select but have not checked in.
Company's Preregistered displays visitors who have been preregistered to visit employees in
the company you select but have not checked in.
2. If you are asked for text to look up, select an item from the list on the right or type in the box on
the left. If there is no list to the right, click Load to load the list. Check Always Load if you would
like the list to always load when you do the lookup. If the list is very long, it may take a while to
load. If you find this is the case, clear the Always Load option.
The search box on the left accepts wildcard characters, where * matches any number of
characters and ? matches any single character. This means you can type a pattern such as S* to
look up all visitors whose last name begins with the letter S, followed by any number of
characters. Typing ???der, where each ? represents exactly one character, would match visitors
called Snider and Reader.
If you are asked for the start and end date, type dates or click the arrow to select dates using a
calendar. The start date must be before or the same as the end date.
3. Click OK. The visitor views shows only the visitors that match your lookup. The message area at
the bottom of each view shows how many visitors match your lookup.
Some lookups have quick key shortcuts available; see Section A.2: Shortcut keys.
You can select any visitor last name from the list. If a list is not present, click Load to load the list of
visitors. You can check Always Load if you would like the list to always load when you do the
lookup. If the list is very long, it may take a while to load. If you find this is the case, clear the Always
Load option. Remember that the search box accepts wildcard characters; see Section 5.3.1: Look up
a visitor record.
3. Select the arrival date for which you want to see the preregistered visitors.
4. Select the site for which you want to see the preregistered visitors. You can select either a
single site or you can check All Sites to see visitors for all locations.
5. Click OK. The visitor views show only the preregistered visitors you selected.
2. If you are asked for text to look up, select an item from the list on the right or type in the box on
the left. Remember that the search box accepts wildcard characters; see Section 5.3.1: Look up
a visitor record.
3. Click OK. The visitor views will show only the visitors that match your lookup. The message area
at the bottom of each view will show how many visitors match your lookup.
1. With any visitor view active, click Visitor > Sort by or click the header of the column you wish to
sort by.
2. Click the desired sort type on the menu. A check mark indicates which sort is currently
selected. The visitors shown in the visitor views are listed in the order you selected.
Note: The Sort by function will sort the currently active list of visitor records. For example, if you
had previously looked up all preregistered visitors, the sort by last name would sort the list of
preregistered visitors by last name. To sort all visitors by last name, do a lookup of all visitors and
then sort by last name.
1. Type the visitor’s first name, last name, title, and company.
2. Select the reason for the visit on the Reason drop-down.
3. Select the type of visitor on the Category drop-down.
4. Select the name of the host employee on the Employee drop-down.
5. Enter any additional information required by your company’s procedures.
6. To save the information on a visitor record before checking in/printing a badge, click Save.
2. Click Visitor > Copy Visitor. The check in and out information and the fields on the Badge tab in
the form view are blank in the new record; all existing fields are the same as the original visitor.
Enter details of the new visitor. Make sure to check through the visitor form tabs to update all
the applicable information for the new visitor.
3. Visitors matching the information are displayed in the list on the bottom of the window, as well
as their photos, if available, and their last visit date. Select the correct visitor and click OK.
4. A new visit record will be created for the visitor. Type or change any information required by
your company’s procedures and process as normal.
Note: By default a new visit record will be created for each time the visitor is on site.
2. Employees matching the information are displayed in the list at the bottom of the window.
A photo and the employee number is displayed, if available. Select the employee and click OK.
3. A visitor record is created for the employee. Type or change any information required by your
company’s procedures and process as normal.
2. Click Merge data on the toolbar or click Visitor > Merge Card/Id data. The Merge data
button appears to the top right side of the visitor record, indicating that the record is enabled
to merge with the information from the next business card/driver’s license scan.
3. Scan the business card/driver’s license. The visitor’s record is updated with the information
from the scan that was not previously on the record. For instance, if you had scanned a visitor’s
driver’s license and merged the data from their business card scan, the company, title, phone,
and fax numbers would appear on the record after the scan.
Note: The visitor’s information will be updated with the information to match the business card or
driver’s license.
Note: If you use an ID scanner to capture the visitor’s information to create a new visitor record,
the photo can be captured at the same time. See Section 6.7: Add a new visitor by reading a
driver’s license.
3. Ask the visitor to write their signature on the Topaz device, using the special pen attached to
the device. As they do this, their signature is displayed in the Signature Acquisition window.
4. Click Accept and the signature will appear on the visitor record.
5. On the Signature Type drop-down, select the document type for which the visitor has signed.
2. On the Watch List tab, click the name on the left to view information about the person.
3. Alternatively, on the menu, click File > Watch List Thumbs. Click a photo to show details of the
person.
4. Alternatively, on the menu, click File > Photo Thumbs. Click a photo to zoom it to full screen.
These photos may be of people with a special relation to the company, of whom receptionists need to
be aware. Examples are board members who may require special attention, or people who are a
security risk to the corporation. Lobby staff should become familiar with the complete list.
Administrators can add a photo by copying it into the folder
C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0\Thumbs. If subfolders are created inside the
thumbs folder, a caption with the subfolder name is added to each picture.
When you check in a visitor, the default check-in location for your computer is added to the InStation
field in the Badge tab of the form view, unless you or the person who preregistered this visitor typed a
different location.
The alert tells you the number of visits and the time frame, the instructions, and the Don’t show this
notification... check box (if specified). You can either check in the visitor or cancel the check-in
depending on the instructions in the alert.
Note: Once the alert notification is turned off, it will never show again for that visitor.
2. Click in the toolbar or press F11. Your email program opens with a message to the host
employee. This message can be modified.
3. Click Send to send the message.
Note: If the email message does not appear in your email program, contact your EasyLobby system
administrator or manager. Note that you must have the SMTP configured in order for email alerts to
work.
2. The Check Out All window tells you how many visitors are not currently checked out for all sites
or a specified site. The default check-out date and time are the current date and time; you may
change these to the desired time.
3. Click Check Out All to proceed with the check-out.
3. Use the down arrow to select the date and time of arrival and departure and the check-in
location, if different from the default entries.
Note: The date of arrival and check-in location or arrival fields are updated on the Badge tab in
the visitor log form view.
4. Click OK. In the status area, the visitor record displays that the visitor is authorized, including
the dates.
5. You do not need to click Check In or Print Badge at this time. When the visitor arrives, perform
a lookup on preregistered visitors, locate the visitor and print a badge. This will automatically
check in the visitor.
If you need to print badges for preregistered visitors ahead of their arrival, contact your EasyLobby
system administrator or manager to allow you to print badges with a different time and date, or no
time and date. Users with administrator permissions may preprint badges if desired.
a. Click
b. In the Printer Choice window, click Select next to printer page-independent. You can click
the option button to the left of printer page-dependent and select two different printers if
you want to print the first page of badges on a different printer than the following pages.
c. In the Print Setup window, select the name of the printer you want to use. Click Properties if
you want to change any print properties.
d. Click OK in the Print Setup window.
e. Click OK in the Printer Choice window.
6. In the Print Options window, follow these steps to start printing on a label other than the
upper-left one on the page:
a. Click
b. In the Choose Start Position window, click the label position of the first label on the page.
c. Click OK.
7. Click Start Print in the Print Options window.
3. On the Employee drop-down, select the employee to whom the package is addressed.
4. In the From box, type the sender of the package.
5. If there is more than one item in the shipment, type the number of items in the Quantity box. A
label can be printed for each package.
4. Click Accept and the signature will appear on the visitor record.
5. On the Signature Type drop-down, select the purpose for the signature.
Change column order: You can move any column by dragging and dropping the heading where
you want it to be. The changes you make to the grid view are automatically saved. Click Reset
Theme on the grid view to restore the default grid settings.
3. Click Close.
4. Click Accept and the signature will appear on the lost and found record.
5. On the Signature Type drop-down, select the purpose for the signature.
Resize columns and rows: Drag the border after a column heading to make that column wider
or narrower. Drag the border between any two rows to make all rows taller or shorter.
Change column order: You can move any column by dragging and dropping the heading where
you want it to be. The changes you make to the grid view are automatically saved. Click Reset
Theme on the grid view to restore the default Grid settings.
4. Click Accept and the signature will appear on the lost and found record.
5. On the Signature Type drop-down, select the purpose for the signature.
2. On the Report Log drop-down, select the records for which you want to create a report.
3. On the Report drop-down, select the type of report you want to create. As you select different
reports, the Description area explains how the selected report is grouped and sorted. The
Inputs area lists values you will need to provide to create the report.
4. Click OK.
5. Respond to the dialogs that ask for the report inputs. If you are asked for a date range, you may
either select a start and end date or check the Use all Dates option. Click OK.
The buttons on the left allow you to move from page to page in the report.
Move to the first page of the report.
Move to the previous page of the report.
Move to the next page of the report.
Move to the last page of the report.
Stop moving to the specified page of the report.
The zoom drop-down lets you specify the percentage of actual size at which you would
like to view the report.
The text to the right of the zoom drop-down shows how many records are in the report
and in the visitor log.
Opens the Print Setup window, which allows you to select the report printer and choose the
paper size, source, and orientation.
Crystal Reports 7.0 (.rpt): This format can be read by Crystal Reports version 7.0.
Data Interchange Format (.dif): This format is supported by many spreadsheets, particularly
for cutting and pasting to the clipboard.
Microsoft Excel (.xls): Versions of Excel from 5.0 to 8.0 are supported. If you have a newer
version of Excel, it will be able to read the older formats. If you choose an extended format,
you can also set format options for column headings, functions, column width, and tabular
format.
HTML 3.2 and 4.0 (.htm): This format creates web pages. Several versions of HTML are
supported. You type the name and select the location of a new folder where you want to
store the web pages. A report may be exported as one or more web pages. The first page is
called default.htm unless you change the name.
Lotus 1-2-3 (. wk*): This format can be read by several versions of this spreadsheet program.
ODBC – (Multiple) There may be many entries beginning with ODBC -, followed by the names
of each ODBC data source available on your system, including your EasyLobby System Data
Source, for example EL100 or EasyLobby10.
Paginated text (.txt): You can choose how many lines each page of text should have. Record
style (.rec): This format creates columns of values aligned with spaces and without spaces.
Record style (columns no spaces): A plain text file using spaces to separate the data.
Record style (columns with spaces): A plain text file using spaces to separate the data.
Report definition: Outputs a Crystal Report definition text file, containing a definition of how
the report is produced, but not containing any of the data.
Rich Text (Exact) Format (.rtf): This format can be opened with Microsoft Word and many
other word-processing programs. Text is contained in anchored text boxes. The appearance
of this document is designed for printing, but it is difficult to edit.
Tab-separated text (.ttx): This format uses tabs to separate fields. It contains the same text
as the report. Dates and numbers are treated as plain text.
Tab-separated values (.tsv): This format uses tabs to separate fields. Each line is a record
that contains report and group headings, field values, and group and report footers.
Text (.txt): This format contains the text of the report aligned with spaces and line breaks to
a format close to that of the report on your screen.
Word for Windows (.doc): This format can be opened with Microsoft Word and many other
word-processing programs. Text is contained in normal paragraphs. This format is easier to
edit than files exported with Rich Text Format.
3. Select a destination for the report. The destination choices are:
Application
Disk file
Exchange Folder
Lotus Domino
Microsoft Mail (MAPI)
To save the data to a file, select Disk file. To send the data as a file attached to an email
message, select Microsoft Mail (MAPI).
Note: You can choose the Microsoft Mail destination even if you use a different email program.
Reports can be sent by email if you have any MAPI-compliant email program on your computer.
For some email programs, you may need to set an option to make your email program act as the
‘MAPI client’.
4. Click OK.
5. Answer any questions about how you would like to export the data and click OK. The types of
formatting decisions you can make are described in the list in step 2.
6. If you chose to export to a file, select a location and filename for the file.
7. Click OK.
If you chose to send the data by email, complete the information for the email message. When
you click Send, this information is used to create and send a message with the exported file
attached.
2. Select a Standard report (a preprepared report format) or a Stored report (a report that you
previously created).
3. Select the Report Type.
4. Select the Report Name. The default choices for Standard reports are:
Standard: Displays basic information for the report type.
Standard, 1 Group: Groups the Standard information by one criteria.
Standard, 2 Group: Groups the Standard information by two criteria.
Extended Report: Displays all information for the report type.
Extended Report with picture: Displays all information and picture.
5. To run the report without any changes, click Finish.
To run the report with field filters, ordering, and date ranges, click Next >.
6. To run the report with all records, select All and click Next >. Go straight to step 9 of these
instructions.
7. Alternatively, to run the report for a particular field, select Field and then the field you would
like to see, for example if you want to run the report for a particular department. Click Next >.
8. Select the desired field and click Next >.
9. Select Order by, the desired ordering field, and the desired dates.
Click Next > to save your new report so you can reuse it at a later time.
Click Finish to run the report without saving it to a file first.
10. To save the report, type a report name and report description and click Save. The next time you
enter the report wizard, your report is listed under the stored report option.
Follow these steps to select a printer other than the default printer:
1. Click
2. Select Printer Page-Independent. If you select the other option, Printer Page-Dependent, you
can select two different printers. This allows you to print the first page of badges on a different
printer than the following pages.
3. Select the name of the printer you want to use.
4. Click Properties if you want to change any print properties.
5. Click OK in the Print Setup window.
6. Click OK in the Printer Choice window.
1. Click
2. Click the label position of the first label on the page.
3. Click OK.
Make sure you are setting the options for the correct site and station. You can check the computer’s
site and station from Edit > Station Enrollment.
2. Select the category for the badge. There is a default badge that can be used for any category.
3. Select the badge printer on the Badge Printer drop-down. In addition, select either Label
Printer or Sheet Printer to identify the type of printer.
4. Select the type of badge template you would like to use on the Products drop-down. Note that
the badge template you choose must match the label stock you use in your printer. If they do
not match, the badge does not print correctly because they may not be the same size. If you are
using a DYMO LabelWriter, the choices are:
DYMO LabelWriter contains badge templates for the DYMO LabelWriter.
DYMO LabelWriter – Pre-printed contains badge templates for the DYMO LabelWriter that
are formatted for preprinted labels.
DYMO LabelWriter w/Barcode contains badge templates for the DYMO LabelWriter that
include the barcode for the identifying number for the visitor (Custom Id).
DYMO LabelWriter w/Photos contains badge templates for the DYMO LabelWriter that
include photos of the visitor and employee (optional).
DYMO LabelWriter – with TEMPBadge contains badge templates for the DYMO
LabelWriter that are formatted for labels from TempBadge (i.e. self expiring labels).
Other options include, but are not limited to:
Full page: A badge formatted as a full page poster (prints full size on an inkjet/laser
printer).
IDenticard Visitor Badges: Multiple format PVC cards.
Label printers: Used for label printers that are not the DYMO LabelWriter.
PVC: Plastic card printer.
Seiko: Plastic card printer.
Ulrich: Plastic card printer.
If you are using an inkjet/laser printer, the choices are:
Avery Standard label sheets.
TEMPBadge.
5. On the Stock drop-down, select the label stock you are using for the badges. The text above
the Stock drop-down shows how many labels are printed at once. The stock choices will differ
depending on which printer and product you are using.
6. On the Badge drop-down, select the desired badge template. The text below the drop-down
lists the fields that will be printed on the badge. The text above the Badge drop-down shows
the size of the badge. The badge will automatically preview (it may take a few seconds to
display each badge as you select it from the drop-down). Click Preview to see a larger version
of the badge (see Section 11.3.1.6: Preview window).
7. Click the Badge Options tab to set the custom and second titles, and the logo for the badge.
8. Click Apply.
Note: The badge template you choose must match the label stock you use in your printer. If they
do not match, the badge does not print correctly because they may not be the same size.
Label printers: Used for label printers that are not the DYMO LabelWriter
PVC: Plastic card printer.
Seiko: Plastic card printer.
Ulrich: Plastic card printer.
If you are using an inkjet/laser printer, the choices are:
Avery Standard label sheets.
TempBadge.
5. On the Stock drop-down, select the label stock to use for the badges. The text above the Stock
drop-down shows how many labels are printed at once. The stock choices differ depending on
which printer and product you are using.
6. On the Badge drop-down, select the desired badge template. The text below the drop-down
lists the fields that are printed on the badge. The text above the Badge drop-down shows the
size of the badge. The badge will automatically preview (it may take a few seconds to display
each badge as you select it on the drop-down). Click Preview to see a larger version of the
badge (see Section 11.3.1.6: Preview window).
7. Click Apply.
2. Select the asset label printer in the Asset Loan Printer area.
3. Select either Label Printer or Sheet Printer to identify what type of printer this is.
4. Select the type of badge template you would like to use on the Products drop-down. If you are
using a DYMO LabelWriter, the choices are Avery Badges or Dymo LabelWriter.
5. On the Stock drop-down, select the label stock to use for the asset labels. The text above the
Stock drop-down shows how many labels are printed at once. The stock choices differ
depending on which printer and product you are using.
6. On the Label drop-down, select the label template. The text below the drop-down lists the
fields that are printed on the label. The text above the Label drop-down shows the size of the
label. The label will automatically preview (it may take a few seconds to display each label as
you select it on the drop-down). Click Preview to see a larger version of the label (see Section
11.3.1.6: Preview window).
2. Select the asset tag printer in the Asset Tag Printer area.
3. Select either Label Printer or Sheet Printer to identify what type of printer this is.
4. Select the type of badge template you would like to use on the Products drop-down. If you are
using a DYMO LabelWriter, the choices are Avery Badges or Dymo LabelWriter.
5. On the Stock drop-down, select the label stock to use for the asset tags. The text above the
Stock drop-down shows how many tags are printed at once. The stock choices differ
depending on which printer and product you are using.
6. On the Label drop-down, select the tag template. The text below the drop-down lists the fields
that are printed on the tag. The text above the Label drop-down shows the size of the tag. The
tag will automatically preview (it may take a few seconds to display each tag as you select it on
the drop-down). Click Preview to see a larger version of the tag (see Section 11.3.1.6: Preview
window).
There are several options for printing visitor badges and package labels that allow you to override
what is printed on a badge.
Badge Printing Options
Print Check in Date/Time on badge: If you use a badge template that shows date/time, but do
not want date/time printed, clear this option.
Print Custom ID on badge: If you use a badge template that shows Custom Id but do not want
the Custom Id printed, clear this option.
Print the visitor’s national flag on the badge: If you add the flag variable on the badge
template and specify a country for the visitor, this option allows you to display the visitor’s
national flag on the badge.
Enable sheet label position option on print preview: If you are using sheets of labels, this
option allows you to skip the positioning option when viewing the badge.
2. In the Template area select New. Type a new template name and template file (this must end
with the extension .lbl). Click Next >.
3. The EasyLobby Designer window is used to customize the template. It displays the layout of
the badge (the fields), a layout preview (the values for the fields in shaded areas), and a preview
of the complete badge.
The four arrow keys move to the first, previous, next, and last page of the preview (respectively).
Unless you are printing multiple badges on the badge printer or a large number of badges on the
group printer, the preview will contain a single page.
Zooms in by a factor of two. You can use this to see details more clearly.
Returns the zoom setting to show the whole page. If you are printing on a label printer, this is a
single badge. If you are printing on a sheet printer, this is a page of labels.
Prints the current page.
Print a badge
Panic message
A.4.1 Syntax
The standard syntax for running these commands uses the path to EasyLobbySVM.exe (within
quotes) followed by options, each of which starts with the - character. For example, the following
command initiates an import from a specified .csv file:
"C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0\EasyLobbySVM.exe"
-Import=C:\EasyLobbySampleImport.csv
If any bracketed [ ] parameter contains a space, for example in the file path supplied for the
-import option, then the entire option must be enclosed in quotes, for example:
"C:\Program Files (x86)\EasyLobby\EasyLobby SVM 10.0\EasyLobbySVM.exe"
"-Import=C:\File Name.csv"
The following command line options are available. Items in brackets ([ ]) indicate information you
must provide when using the option:
-Import=[filepath] initiates the import function normally found in File > Import. The [filepath]
must contain the complete path and filename of the file you wish to import.
-VisitorBackup=[filepath] runs a visitor log backup, normally started by File > Visitor Log >
Backup. The [filepath] must contain the complete path and filename of the file you wish to
export, followed by the -FromDate, -ToDate, and -DeleteAfter options. The -BackupSiteIds
option can also be applied (see below).
-ArchiveInactiveEmployees=[filepath] runs an employee archive normally started by File >
Visitor Log > Archive Inactive Employees. The [filepath] must contain the complete path and
filename of the file you wish to save. You must also supply the -DeleteAfter option. The
-CreateBefore option may also be used with this option.
-FromDate=[Date] is used with the -VisitorBackup option to provide the starting date in the
range you wish to backup. The date format must be MM/DD/YYYY.
-ToDate=[Date] is used with the -VisitorBackup option to provide the ending date in the range
you wish to backup. The date format must be MM/DD/YYYY.
-DeleteAfter=[True/False] is used with the -VisitorBackup and -ArchiveInactiveEmployees
options. For -VisitorBackup, a value of True deletes the visitors being backed up, while False will
leave them in the system. Similarly, when used with the -ArchiveInactiveEmployees option, a
value of True deletes the archived employees, while False leaves them in the system.
-CreateBefore-[Date] is used with the -ArchiveInactiveEmployees option. If provided, that
option only backs up the inactive employees created before the specified date. If not provided,
then all inactive employees are archived. The date format should be MM/DD/YYYY.
-BackupSiteIds=[SiteIdList] is used in conjunction with the -VisitorBackup option. If provided,
the option backs up data only for the site id’s provided. If more than one site id is provided, they
should be separated by commas.
1. To add an approval click New. A new approval now is displayed in the list and you can specify a
Name.
2. On the Field drop-down, select which user defined field you wish to use for the approval. If the
field is formatted as a text field, you can now type the text phrase for which you require
approval. If your field is formatted as a combo box, check box, or date, the match value will
adjust appropriately for that type of input.
3. You can set the approval to only be required for certain categories by selecting one on the
Category drop-down.
Once you have configured the value-based approvals, you need to enable approval on the approval
tab of your eAdvance website configuration. More information on configuring eAdvance can be found
in EasyLobby eAdvance 10.4 Installation and Administration Guide (PLT-03263).