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Continuum Access Events Plus User Guide Rev 3.4

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0% found this document useful (0 votes)
40 views27 pages

Continuum Access Events Plus User Guide Rev 3.4

Uploaded by

portables2022
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Access Events Plus

User Guide

Rev 3.4 November 8, 2009


CONTENTS Overview ......................................................................................2
Features 2

Installation ...................................................................................3
Preface 3
Setup 3
Object Level Security 5

Using Access Events Plus ...........................................................6


Report Selection 6
Report Selection 7
Area Selection 7
Door Selection 7
Door Selection 8
Cardholder Selection 8
Start & End Times/Dates 9
Date Range Selection 10
Email Recipient List 10
Settings Files 10
Settings File Hints 12
Cardholder – Employee Number Selection 13
Print Employee Numbers 13

Access Event Reports................................................................14


Area Access Event Report 14
Print Preview Navigation Bar 20
Emailing a Report 20
Emailed Report Format 22

Unattended Printing, Emailing, and Report Saving ...................23


Overview 23
Schedule Program 23
Report Frequency 23
Report Time 23
Report Type 24
Report Settings File 24
Continuum Reports Subdirectory 24
Next Scheduled Report 25
Next Scheduled Report 25
Configuring More than 1 Scheduled Report 25

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OVERVIEW “Access Events Plus” includes all of features of Continuum Report’s Access
Event’s engine, plus several powerful features and report emailing.

An easy to use interface allows the user to quickly configure and set up the
report selection criteria, including time range, areas, doors and cardholders.
Settings can be saved to a file for later use, for unattended printing,
unattended emailing, or unattended report saving.

Features

• Easy to use “point-and-click” on-screen configuration


• “QuicKey” cardholder selection
• Start Time / Date Controls
• End Time / Date Controls
• “Today” quick-pick start/end date
• “Yesterday” quick-pick start/end date
• “This Week” quick-pick start/end date
• “Last Week” quick-pick start/end date
• “This Month” quick-pick start/end date
• “Last Month” quick-pick start/end date
• “This Year” quick-pick start/end date
• “All Time” quick-pick start/end date
• “Custom” start/end date
• Default Configuration Save and Load feature
• Configuration “Save” feature
• Configuration “Load” feature
• “Area” selection
• “Door” selection
• “Cardholder – Employee Number” selection
• “Area Access Event” report
• “Door Access Event” report
• “Cardholder Access Event” report
• “Cardholder / Area” report
• “Cardholder / Door” report
• Email Recipient List
• “Show Email Recipients” option
• “Print Employee Number” option
• Report Emailing or Printing
• Unattended printing using saved configuration files
• Unattended emailing using saved configuration files
• Unattended report saving (to text file) using saved configuration files

“Access Events Plus” requires a software license and utilizes a software key,
which is connected to the workstation’s printer port. Contact Andover Controls
to purchase a software license, software key, and activation code. Outlook (or
Outlook Express) must be running, prior to running Access Events Plus.

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INSTALLATION Preface

Access Events Plus is launched by the included Plain English Programs. In the
CONTINUUM_REPORTS directory is “Access_Events_Plus.dmp” which
contains all of the PE programs and objects necessary to automatically or
manually launch AE+. You will edit this file, then import it into Continuum.

It is strongly recommended that you use object level security to allow the PE
programs to be "run", but not “edited” or “viewed”. (See below)

Continuum Reports allows you to preview, print, and save all reports. For
security reasons, "Save As File" initially is NOT enabled. Use the
“Reports_Options" PE program to enable the "Save As File" option for all
report screens.

If you are using Continuum 1.3 or above, the first time you launch Continuum
Reports, you may be asked to enter the database password. If this occurs,
enter the password, then re-launch Continuum Reports.

If you ever need to change the Continuum ODBC user/password, OR if you


change the ODBC DSN, OR if you are getting SQL ODBC errors, you should
reset the password. To do so:

1. Run a MS-DOS prompt


2. CD “C:\Program Files\Continuum_Reports”
3. reports reset password (Note: CASE SENSITIVE)

You will be presented with the "enter password" screen. This will reset all
parameters.

Setup

1. Install “Continuum Reports” following the steps outlined in the “Continuum


Reports Installation Guide”

2. Activate Access Events Plus :

• Determine the software key’s serial number. (See below)


• Contact Andover Controls to obtain an Activation Code.
• Use the reports “Key Writer” to enter the Activation Code.

a) Launch a MS-DOS Prompt


b) Enter : CD “c:\program files\continuum_reports” (or other install path)
c) Enter : reports key writer (Note: case sensitive)
d) The following window will appear. Notice the Software Key S/N
e) Enter the Activation Code and click on the “Activate” button.

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3. Run Continuum.

4. Run the Continuum Explorer. Write down the CyberStation name and
default folder name.

5. Launch the NT Explorer and navigate to the CONTINUUM_REPORTS


directory. Make a backup copy of the “Access_Events_Plus.dmp” file.

6. Edit the “Access_Events_Plus.dmp” files as follows:

7. Replace all occurrences of "Root\WS02 Folder" with the CyberStation


default folder name.

8. Replace all occurrences of "WS02" with the CyberStation name.

9. If you did not install Continuum Reports in the default “c:\program


files\CONTINUUM_REPORTS” directory, change all occurrences of
"c:\progra~1\continuum_reports\" to the DOS directory pathname.

10. Save the “Access_Events_Plus.dmp” file.

11. Import (into the root) the “Access_Events_Plus.dmp” file.

12. Create new menu buttons with the following configuration: (Don't bother
with the Wizard ⎯ just create the hotspot and edit the properties.)

Button: Access Events Plus


Execute: c:\program files\continuum\cmdline.exe
Argument: "Run Access_EventPlus"
Button Text: Access Events Plus

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Object Level Security

The purpose of attaching Object Level Security to the Reports PE programs


is to protect the report's launching algorithm from "prying eyes" and alterations.

1. Make sure you're logged into Continuum as an Administrator (usually


ACC)
2. Run the Continuum Explorer
If you previously created “Reports” security level, please jump to step 13.
3. Create the new SecurityLevel, "Reports" (Right click on Root, select New-
>SecurityLevel
4. Click on the "Security" Tab
5. Scroll down and expand to the "Program" class (click on "+")
6. First, give total access to the Administrator group (usually Group 01)
7. Click on all of the "locks" vertically, turning them into "keys", for your admin
group. This will allow the admin group to "Change Out of Service",
"Create", "Delete", "Edit", "Run", etc.
8. Next, give everyone rights to "run".
9. Click on all of the "locks" horizontally, on the "Run" attribute row.
10. Click on "OK", then when prompted, restart Continuum.
11. When Continuum restarts, log on as an administrator.
12. Launch the Continuum Explorer
13. Open up the workstation object
14. Click on the "Program" class folder.
15. Highlight the Access Events Plus PE Programs:
- Schedule_AEPlus
- Access_EventPlus
14. Right click and select "Properties"
This will open up the Properties Page for each PE program.
15. Click on the "Security Level" Tab
16. Click on "Reports" radio button
17. Click on "OK"
18. Perform steps 15 - 17 for each PE program.

If everything is configured properly:

- Everyone should be able to run all reports


- Only the Administrator should be able to
view, edit, and delete the PE program(s).

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USING ACCESS EVENTS There are 5 major components of the Access Events Plus Screen:
PLUS
• Report Selection
• Area, Door and Cardholder Selection
• Start & End Times / Dates
• Email Recipient List
Email Recipient List • Current Settings

Start & End Dates

Settings File Report Selection

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Report Selection
There are 5 variations of reports, allowing you to report access events for
particular areas, doors, and cardholders:

1. Area Access Event Report returns all access events for the selected areas
2. Door Access Event Report returns all access events for the selected doors
3. Cardholder Access Event Report returns all access events for the selected
cardholders
4. Cardholder / Area Report returns all access events for the selected
cardholders and areas
5. Cardholder / Door Report returns all access events for the selected
cardholders and doors

Area Selection

When the “Area Access Event Report” or “Cardholder/Area Report” is selected,


individual areas can be included (or excluded) in the report.

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Door Selection

Similarly, when the “Door Access Event Report” or “Cardholder/Door Report” is


selected, individual doors can be included (or excluded) from the report.

Cardholder Selection

In a similar fashion, cardholders can included (or excluded) from the report.

You can use the “QuicKey” field to quickly jump to a cardholder’s name by
typing their last name. As you type, the list will automatically reposition the
names in the list to the closest matching name.

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Use the “Include All” button to select all of the cardholder names.
Use the “Exclude All” button to de-select all of the cardholder names.

Number of names in
the list

Include All Button

Number of names “checked”


Exclude All Button
(selected)

Start & End Times/Dates


Calendar and Time Controls allow you to select the Time Tracker Report “Start
Date”, “Start Time”, “End Date” and “End Time”.

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Date Range Selection

Use the Date Range Selection to define the report start and end dates. When
you save your current settings, the Date Range Selection is also saved. This
allows the report to dynamically select the date range for “today”, “yesterday”,
“this week”, “last week”, etc.

Email Recipient List

To show the Email Recipient List, click on “Show Email Recipients”.

Enter the complete email address for each recipient of the emailed report.

Settings Files

All of the Time Tracker settings, including the email recipients, report selection,
start and end dates/times, areas, doors and cardholders, etc., can be saved to
“settings files” for easy recall.

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The “default” settings are the settings that are loaded automatically, each time
Access Events Plus is loaded. To set your “default”:

1. Configure the default report, date range, email recipients, etc.


2. Click on the “Save as Default” button

If you make changes and want to re-load the default settings, just click on the
“Load Default” button.

You will find it convenient to save various configurations in settings files. Let’s
say you wanted to regularly run monthly reports for the perimeter doors,
weekly reports for the Hub room, and daily reports for the vault. You would
make your selections and save them to individual settings files by clicking on
the “Save to File” button. You will be presented with a “Save As” dialog box,
allowing you to define the settings FileName and path. We recommend that
you keep all of your settings files in the Continuum Reports directory.

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When you need to load a settings file, click on the “Load from File” button. You
will be presented with the “Load a Settings File” dialog box.

After you load a settings file, the screen will reflect the stored settings and the
“Current Settings” field will show the settings file name.

Settings File Hints

1. Use the “Area Access Event Report” or “Door Access Event Report”
report, when reporting events for all cardholders. This is much more
efficient than selecting the “Cardholder Access Event Report”, which saves
(and loads) every selected (checked) cardholder.
2. If you load a settings file and make changes, don’t forget to save the
settings back to the file. Otherwise, your changes will be lost.
3. When you manually select the start date/time and end date/time and save
the settings to a file, the “absolute” dates are not saved. What are saved
are the relative dates. That is, if you selected yesterday at 7:00pm as the
start date and today at 7:00am as the end date, whenever you load this
settings file, the start date/time will always be set to yesterday at 7:00pm
and the end date/time will always be set to today at 7:00am.
4. Normally, you save your settings files in the “Continuum_Reports”
subdirectory. If you plan to use the automatic, time scheduled, “Save to
File”, you should place the settings file in the subdirectory where you want
the report to be saved.

TAC Americas, Inc. Access Events Plus 12


Cardholder – Employee Number Selection

The Cardholder Selection list includes the cardholder employee number. Drag
the column separator to adjust the columns to view both the cardholder name
and employee number. When you save your settings, the column settings are
also saved. To quickly find a cardholder name, enter the cardholder’s last
name into the “QuicKey” field. You will notice that the list automatically
positions the list as you type.

Print Employee Numbers

When the “Print Employee #’s” check box is checked, all of report formats will
include the cardholder’s employee number.

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ACCESS EVENT REPORTS Area Access Event Report

The “Area Access Event Report” shows all access events for the selected
areas, during the selected time frame. You can specify that the report be
sorted by area and time, or just by time.

Please note: When “Print Employee #’s” is checked, the report format
automatically changes to Landscape and the employee number is printed to
the right of the cardholder’s name.

TAC Americas, Inc. Access Events Plus 14


Door Access Event Report

The “Door Access Event Report” shows all access events for the selected
doors, during the selected time frame. You can specify that the report be
sorted by door and time, or just by time.

Please note: When “Print Employee #’s” is checked, the report format
automatically changes to Landscape and the employee number is printed to
the right of the cardholder’s name.

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Cardholder Access Event Report

The “Cardholder Access Event Report” shows all access events for the
selected cardholders, during the selected time frame. You can specify that the
report be sorted by cardholder and time, or just by time.

Please note: When “Print Employee #’s” is checked, the employee number is
printed to the right of the cardholder’s name.

TAC Americas, Inc. Access Events Plus 16


Cardholder / Area Report

The “Cardholder / Area Report” shows all access events for the selected
cardholders and areas, during the selected time frame. You can specify that
the report be sorted by cardholder/area and time, or just by time.

Please note: When “Print Employee #’s” is checked, the employee number is
printed to the right of the cardholder’s name.

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Cardholder / Door Report

The “Cardholder / Door Report” shows all access events for the selected
cardholders and doors, during the selected time frame. You can specify that
the report be sorted by cardholder/door and time, or just by time.

Please note: When “Print Employee #’s” is checked, the employee number is
printed to the right of the cardholder’s name.

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Report Selection Summary Page

A “Report Selection Summary Page”, is printed as the last page of every


report. On this page you will find all of the selection criteria used, such as
report date range, “In” areas, “Out” areas, settings file name, selection filters
and the names of all of the cardholders used for data gathering.

Note: If the main report does not show information for a particular cardholder
(or cardholders), refer to this summary page to confirm whether or not their
name appears in the list. If their name does appear, this indicates that there
were no access events. If their name does not appear, then they were not
included in the selection set, and the report needs to be re-run with those
cardholder names included.

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Print Preview Navigation Bar

The “Print Preview Navigation Bar” provides you with the ability to:

• Advance to the Next Page


• Advance to the Last Page (Report Summary Page)
• Go to the Previous Page
• Go to the First Page
• Go to a particular Page
• Zoom “In and Out”
• Print the Report

First Page
Print Report
Previous Page

Goto Page#
Zoom In/Out
Last Page
Next Page

Emailing a Report

1. Make sure Outlook is running on the workstation.


2. Set up your report selection criteria.
3. Consider clicking on “Run Report” to preview the report…
4. Review the names in the Email Recipient List
5. Click on “Email Report” button.

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If Outlook is not loaded and running prior to emailing a report, you will
encounter the following error dialog:

If Outlook is loaded and running, a confirmation dialog box appears indicating


that the report file was created and successfully transferred to Outlook.

If you check Outlook, you will see the emailed message:

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Emailed Report Format

The Emailed report is a standard text file, formatted in fixed columns.

TAC Americas, Inc. Access Events Plus 22


UNATTENDED PRINTING, Overview
EMAILING, AND REPORT
SAVING The Access Events Plus application includes unattended printing, emailing,
and report saving. This feature uses a “settings file” to perform the:

• Area, DoorCardholder Selection


• Start Time & Date Selection
• End Time & Date Selection
• Report Selection

The PE Program, “Schedule_AEPlus” is used to schedule the process.

Schedule Program

The PE Program, “Schedule_AEPlus” has 5 user definable parameters:

• Report Frequency (daily or weekly)


• Report Time (time of day to run)
• Report Type (print, email or save report)
• Report Settings filename to use
• Continuum Reports Subdirectory

Report Frequency

The default report frequency is daily. Change: ReportFreq = "Daily" to


ReportFreq = "Weekly" if you want the scheduler to launch AE+ once per
week.

The workstation DateTime variable, “Next_AEPlus_Rep” holds the date and


time of the next automatic report. Calculation of the next report is based on
adding 24 hours to the value of “Next_AEPlus_Rep” (daily) or adding 7 days to
the value of “Next_AEPlus_Rep” (weekly)

Report Time

The default report time is 12:30 AM. Change: ReportTime = "12:30 AM" to
the time of day you want the scheduler to launch AE+. Always include AM or
PM in the string.

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Report Type

The default report type is Email. Change: ReportType = "Email" to


ReportType = "Print" or ReportType = "Save” to print, or save.

Please be aware of the following:

1. If you select “Print”, the workstation’s default printer is used.

2. If you select “Email”, the email recipients are those saved in the settings
file.

3. If you select “Save”, the report (text) file is saved in the folder where the
settings file is located

Report Settings File

The default settings file is “default” Change: SettingsFile = "default" to the


settings file name you want to use – do NOT include the file extension (.aes)

Note:

To use a settings file in a different path, include the DOS path. ie:
SettingsFile = "J:\MyPath\Default"

Continuum Reports Subdirectory

The default Continuum Report Subdirectory is


"c:\progra~1\continuum_reports\". Change : RepPath =
"c:\progra~1\continuum_reports\" if you did NOT install Continuum Reports
and Access Events Plus in the default subdirectory.

Note:

Always use the DOS equivalent pathname (no spaces).

TAC Americas, Inc. Access Events Plus 24


Next Scheduled Report

The workstation DateTime variable, “Next_AEPlus_Rep” holds the date and


time of the next automatic report.

• Set “Next_AEPlus_Rep” to a date and/or time prior to “now” to force an


automatic report.

• Set “Next_AEPlus_Rep” to a date and/or time ahead in the future, to


suppress automatic report generation.

Configuring More than 1 Scheduled Report

If you would like to have more than one scheduled report:

1. Create another workstation DateTime, such as Next_AEPlus_Rep2

2. Create another workstation Program, such as Schedule_AEPlus2

3. Edit Schedule_AEPlus2 and replace all occurrences of


Next_AEPlus_Rep with Next_AEPlus_Rep2

4. Edit the report parameters accordingly.

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