Area Access Manager User Guide - Best Access Systems

Area Access Manager User Guide
Table of Contents
Chapter 1: Introduction ...............................................................7
Area Access Manager Overview ..................................................................... 7
Conventions Used in this Documentation ....................................................... 7
Getting Started ................................................................................................ 8
Licensing Requirements .................................................................................................... 8
Permissions ....................................................................................................................... 8
Passwords ......................................................................................................................... 9
Enable/Disable Strong Password Enforcement .............................................................. 10
Change User Passwords ................................................................................................ 11
Error Messages ............................................................................................................... 11
Accounts ......................................................................................................................... 12
Log In .............................................................................................................................. 13
Single Sign-On Overview .............................................................................. 14
Directory Accounts .......................................................................................................... 14
Automatic and Manual Single Sign-On ........................................................................... 14
Single Sign-On Procedures ........................................................................... 15
Configure Single Sign-On ............................................................................................... 15
Log In Using Automatic Single Sign-On .......................................................................... 15
Log In Using Manual Single Sign-On ............................................................ 17
Troubleshoot Logging In .............................................................................. 17
Log Out of the Application ............................................................................. 18
Exit the Application ........................................................................................ 18
revision 37 — 3

Table of Contents
Chapter 2: Main Window ...........................................................19
Customize the Select People and Area Access Manager Main Windows .... 24
Menus ........................................................................................................... 25
Chapter 3: Personal Information Window ...............................29
Personal Information Window - Common Elements ..................................... 29
Personal Information Window - Cardholder Form ......................................... 32
Personal Information Window - Visitor Form ................................................. 34
Personal Information Window - Badge Form ................................................ 36
Personal Information Window - Access Levels Form .................................... 38
View Personal Information ............................................................................ 39
Chapter 4: Access Levels .........................................................41
Access Levels Overview ............................................................................... 41
Multiple Active Badge Access Level Assignment .......................................... 42
Segmentation Notes ...................................................................................... 42
Access Level Assignment on a Segmented System ....................................................... 42
Reader Assignments to Cardholders Report on a Segmented System .......................... 43
Access Level Procedures .............................................................................. 44
View Access Level Assignments ..................................................................................... 44
Filter Records Displayed in the Main Window ................................................................. 44
Remove Access Levels from Cardholders or Visitors ..................................................... 46
Assign Access Levels to Cardholders or Visitors ............................................................ 46
Assign Activation and Deactivation Dates to Access
Levels ........................................................................................................................... 52
Chapter 5: Reports ....................................................................55
Reports Window ............................................................................................ 56
4 — revision 37

Area Access Manager User Guide
Configure Which Reports are Available in Area Access Manager ................ 56
Run a Report in Area Access Manager ......................................................... 57
Chapter 6: Print Report Options Window ................................59
Print Report Options Window ........................................................................ 60
Print a Report .................................................................................................................. 61
Chapter 7: Report Print Preview Window ................................63
Report Print Preview Window ....................................................................... 64
Report Print Preview Window Procedures .................................................... 66
Preview and Print a Report ............................................................................................. 66
Search a Report for Specific Information ........................................................................ 67
Appendix ...........................................................................69
Appendix A: Access Level Assignment Wizard .....................71
Find People Window - Cardholder Form ....................................................... 72
Find People Window - Cardholder Form Overview ......................................................... 72
Find People Window - Visitor Form ............................................................... 74
Find People Window - Visitor Form Overview ................................................................. 74
Find People Window - Access Levels Form .................................................. 76
Find People Window - Access Levels Form Overview .................................................... 76
Select People Window .................................................................................. 78
Select People Window Overview .................................................................................... 78
Select Access Levels Window ...................................................................... 81
Select Access Levels Window Overview ........................................................................ 81
Access Level Assignment Wizard ................................................................. 82
Summary Window ......................................................................................... 83
revision 37 — 5

Table of Contents
Summary Window Overview ........................................................................................... 83
Appendix B: Bulk Access Level Action Results Window ......85
Bulk Access Level Action Results Window Overview ................................... 85
Appendix C: Access Level Activation Dates Window ............87
Access Level Activation Dates Window Overview ........................................ 87
Appendix D: Access Level Activation Dates Filter Window ..91
Access Level Activation Dates Filter Window Overview ............................... 91
Index .................................................................................................95
6 — revision 37

Area Access Manager User Guide
Chapter 1:
Introduction
Area Access Manager Overview
Area Access Manager users can assign, modify, or remove access levels for
active badges. This effectively grants or restricts a cardholder or visitor’s access
to readers that control specific areas. An Area Access Manager user has control
over specific access levels that are assigned in System Administration. Area
Access Manager can be used to:
1. Assign access levels to a cardholder or visitor’s active badge(s)
2. Modify the activation and/or deactivation date of an active badge by creating
a temporary access level. A temporary access level is any access level that is
assigned an activation and/or deactivation date.
3. Bulk modify the activation and/or deactivation date of active badges
4. Remove access level assignments from a cardholder or visitor’s active
badge(s)
5. Preview or print reports
6. View personal information for selected cardholders or visitors
Conventions Used in this Documentation
The text in this manual is formatted to make it easy for you to identify what is
being described.
• Where a term is defined, the word is represented in italics.
• Field names, menus, and menu choices are shown in bold.
• Keyboard keys are represented in angle brackets. For example: ,
.
• Keyboard key combinations are written in two ways:
– + means hold down the first key and press the second
– , means press the first key, then press the second
• Window buttons on the screen are represented in square brackets; for
example: [OK], [Cancel].
revision 37 — 7

1: Introduction
Getting Started
Licensing Requirements
To use Area Access Manager, you must have purchased the Area Access
Manager. In the Access Control section of your B.A.S.I.S. ® license, the
following will be listed:
Area Access Manager Application: In Use - the number of concurrent Area
Access Manager licenses being used
Area Access Manager Application: Max - the number of concurrent Area
Access Manager licenses you have purchased
For more information, refer to “The License Administration” appendix in the
Installation & Setup User Guide.
Permissions
Permissions are set in System Administration or ID CredentialCenter. In order to
log into Area Access Manager, a user must have the following permissions:
1. The user must have permission to use the Area Access Manager application.
2. The user must have one or more access levels to manage.
3. The user must have permission to view either cardholders OR visitors. The
user must have permission to view at least one of these.
4. The user must have permission to view at least one of the cardholder search
results list fields OR at least one of the visitor search results list fields.
The following table describes these permissions:
Permission
Use Area Access
Manager
At least one access
level to manage
View Cardholders
How to set the permission
Select the Area Access Manager checkbox on the Administration > Users > System
Permission Groups form > Software Options sub-tab.
The access levels that can be managed by a user through Area Access Manager are configured
on the Area Access Manager Levels form in the Users folder in System Administration. (To
display this form in System Administration, from the Administration menu, select Users,
click on the Users tab, then click on the Area Access Manager Levels sub-tab.
Select the Cardholder checkbox on the Administration > Users > Cardholder Permission
Groups form > Cardholder sub-tab.
8 — revision 37

Area Access Manager User Guide
Permission
View permission
for at least one of
the cardholder
fields in the
cardholder search
results list
How to set the permission
To view the cardholder search results list, select Administration > Cardholder Options >
Cardholder Search Results Lists form.
To view the permissions for the fields in the cardholder search results list, select
Administration > Users > Field/Page Permission Groups form. You should add a permission
group for Area Access Manager users with the necessary cardholder permissions set to “Yes”.
(For more information, refer to “Add a Field/Viewing Permission Group” in the System
Administration User Guide.)
For example, if Last Name is listed in the Selected Fields listing window on the Cardholder
Search Results Lists form, the View permission for the Cardholder Table/Last Name Field
entry on the Field/Page Permission Groups form should be set to “Yes”.
View Visitors
View permission
for at least one of
the visitor fields in
the visitor search
results list
Select the Visitor checkbox on the Administration > Users > Cardholder Permission Groups
form > Cardholder sub-tab.
To view the visitor search results list, select Administration > Cardholder Options > Visitor
Search Results Lists form.
To view the permissions for the fields in the visitor search results list, select Administration >
Users > Field/Page Permission Groups form. You should add a permission group for Area
Access Manager users with the necessary visitor permissions set to “Yes”. (For more
information, refer to “Add a Field/Viewing Permission Group” in the System Administration
User Guide.)
For example, if Organization is listed in the Selected Fields listing window on the Visitor
Search Results Lists form, the View permission for the User-Defined Visitor Table/Visitor
Organization Field entry on the Field/Page Permission Groups form should be set to “Yes”.
In addition to the above:
• If the user can view cardholders but cannot view at least one cardholder
search result list field and the user cannot view visitors, the user will not be
allowed to log into the application.
• If the user can view visitors but cannot view at least one visitor search result
list field and the user cannot view cardholders, the user will not be allowed
to log into the application.
The system-wide report permissions are not enforced because Area Access
Manager only contains reports that are specific to data that is available within
Area Access Manager. This means that any Area Access Manager user can run
reports in Area Access Manager.
Passwords
B.A.S.I.S. ® ET Third Edition includes strong password enforcement, which
checks the user’s password against password standards. This functionality is
designed to enhance password security if single sign-on is not used. If single
sign-on is used (automatic or manual), B.A.S.I.S. does not enforce password
standards. For more information on single sign-on, refer to Single Sign-On
Overview on page 14.
revision 37 — 9

1: Introduction
The system’s strong password enforcement also checks the BEST database user’s
password when logging into applications. Database user passwords apply only to
Oracle and SQL databases. For information on changing your database password
refer to the Installation & Setup User Guide.
Password Standards
When creating a strong password keep the following guidelines in mind:
• Passwords cannot be blank.
• Passwords cannot be the same as the user name (e.g. SA, SA).
• Passwords cannot be BEST keywords (e.g. MULTIMEDIA, PROKUPETS,
PROKUPET, BEST, BASIS, PASSWORD).
• Although not required, your password should contain numbers, letters, and
symbols. Spaces are also acceptable. (e.g. August 18, 2002).
• B.A.S.I.S. passwords are not case-sensitive.
• Database passwords conform to the rules of the specific database being used;
passwords in SQL Server and Oracle are case insensitive.
• The maximum value for a strong password is 127 characters. The minimum
value is 1.
Notes:
For Oracle databases the following account username and passwords are not
allowed to be used together:
System and Manager
Internal and Oracle
Sys and Change_On_Install
Enable/Disable Strong Password Enforcement
Strong password enforcement is enabled/disabled in System Administration or
ID CredentialCenter. When you install B.A.S.I.S., by default strong password
enforcement is enabled. When you upgrade, by default strong password
enforcement is disabled. To manually enable or disable strong password
enforcement:
1. Select System Options from the Administration menu in System
Administration or ID CredentialCenter.
2. Select the General System Options tab.
3. Click [Modify].
4. Select or deselect the Enforce strong passwords checkbox.
Note:
If you disable the option to enforce strong passwords, you will continue to
receive a message stating your password is weak every time you log into an
10 — revision 37

Area Access Manager User Guide
application until you change your B.A.S.I.S. password to meet the password
standards.
Change User Passwords
User passwords are checked every time a user logs into any application. After a
user logs into an application he/she can change his/her user password.
1. From the Application menu select Change Password.
2. The Change Password window displays. Enter your old password and new
password in the appropriate fields. Refer to the Password Standards on page
10 for guidelines in choosing a secure password.
3. A message confirms that you have successfully changed your password.
4. Click [OK].
Note:
If you get a weak password message the next time you log into the
application, carefully read the message. It may be telling you that your
database password is weak and not your user password. To change your
database password, refer to the Accounts and Passwords Appendix in the
Installation and Setup User Guide.
Error Messages
Read weak password messages/warnings carefully to avoid confusion about
whether your user password or database password is weak.
If you have a weak database password you will receive a warning every time you
log into any application, until you change your database password. Although it is
not recommended, you can acknowledge the warning and continue working in
the application. This table describes the password-related error messages that
may be generated and which password you need to correct.
• To correct the database password, refer to the Installation & Setup User
Guide.
• To correct the user password, select a password that meets the standards
specified in Password Standards on page 10.
Warning message
Database password violations: Your password is a keyword that is not
allowed. It is highly recommended that you change your password to
meet our minimum password standards.
Your password cannot be blank. Enter a password.
User password violations: Passwords cannot be the same as the user
name.
Password
to correct
Database
User
User
revision 37 — 11

1: Introduction
Warning message
Your password is a keyword that is not allowed.
Password
to correct
User
Accounts
Anyone who wishes to use B.A.S.I.S. applications must enter a user name and
password in order to access the software. The System Administrator should
create a unique account for each user of the applications. The System
Administrator can also, for each user, create a list of permissions, which specifies
precisely which screens, fields, and buttons the user can access.
During initial installation of the application, default accounts are created. These
include:
User name Password Type
sa sa system account
admin
user
badge
sample
sample
sample
These are provided as samples. You may change the passwords and use the
accounts, or remove them. The exception to this is the system account, SA. By
definition this account has permission to do anything in the system. A user with
system access has unlimited access to the application. You cannot delete or
change the system account except to modify the password, which you are
strongly encouraged to do as soon as possible to discourage unauthorized use.
The first time you log into B.A.S.I.S. to configure the application, you should log
in as SA and your password should be SA.
12 — revision 37

Area Access Manager User Guide
Log In
This procedure describes how to log in without using single sign-on. For a
description of single sign-on, refer to Single Sign-On Overview on page 14. To
log in using single sign-on, refer to Single Sign-On Procedures on page 15.
1. Click the Start button, then select Programs > B.A.S.I.S. ET > Area Access
Manager.
2. Your system may be configured to prompt you to select a database to log
into. If it is not, proceed to the next step. If it is:
a. In the Database drop-down, all ODBC system databases currently
defined on your computer are listed. Select the database that you wish to
use for your application.
b. Click [OK].
3. The Log On window displays.
a. In the User name field, type the user name assigned to you. When
logging in for the first time, your user name is SA.
b. In the Password field, type the password assigned to you. When
logging in for the first time, your password is SA. Note that the
characters you type do not appear in the field. Instead, for each character
you type, an “*” displays. This is intended to protect against
unauthorized access in the event that someone else can see the screen
while you type.
Important:
After logging in for the first time, you are strongly encouraged to modify the
password for the system account as soon as possible to discourage
unauthorized use.
c. In the Directory field, select the directory that you wish to log into. For
user accounts not using single sign-on, the default is “.”
d. Select the Remember user name and directory checkbox if you want
the values you just entered in the User name and Directory fields to
automatically be selected the next time that you log in.
e. Click [OK].
4. Your system may be configured to prompt you to confirm that you are
authorized to use the application. To accept the terms of the authorization
warning click [Yes].
5. If segmentation is not enabled, skip this step. If segmentation is enabled:
a. The Select Segment window opens. Select the segment you wish to log
into.
b. Click [OK].
revision 37 — 13

1: Introduction
Single Sign-On Overview
Single sign-on simply means logging into B.A.S.I.S. with the same user name
and password that you use to log into Windows or logging into B.A.S.I.S. using
an LDAP user name and password for authentication. LDAP (Lightweight
Directory Access Protocol) is a software protocol that enables you to locate
businesses, people, files, and devices without knowing the domain name
(network address).
Single sign-on allows scripts using the OpenIT API to authenticate. These scripts
will be run under a Windows account. The account that is making the call to the
API can be obtained easily this way, and the script can be restricted to those
actions that the user is permitted to perform (using standard B.A.S.I.S.
permissions).
Note:
The use of the explicit username and password for directory authentication
to Windows is strongly discouraged. It is recommended that you do not store
Windows passwords in the B.A.S.I.S. system, since B.A.S.I.S. uses
reversible encryption and Windows does not. If explicit authentication is
required, you should use an account that has view only permission to the
directory in question.
Directory Accounts
To log into B.A.S.I.S. using single sign-on, a user name, password, and directory
is required. A directory is a database of network resources, such as printers,
software applications, databases, and users. The following directories are
supported by B.A.S.I.S.: Microsoft Active Directory, Microsoft Windows NT 4
Domain, Microsoft Windows 2000/XP Workstation, and LDAP.
Automatic and Manual Single Sign-On
When a user account is configured for single sign-on, the user can log into
B.A.S.I.S. automatically or manually.
For example, with automatic single sign-on, users simply start B.A.S.I.S. and
they are automatically logged in under their Windows account and directory.
With manual single sign-on, users must manually enter their Windows or LDAP
account information (user name and password). Users also have the option of
selecting a different configured directory.
If single sign-on is not used, users manually enter a user name and a password
that is different from their Windows or LDAP password. The directory is hardcoded
to refer to the internal B.A.S.I.S. user directory.
14 — revision 37

Area Access Manager User Guide
Notes:
Manual single sign-on can be used with the following directories: Microsoft
Active Directory, Microsoft Windows NT 4 Domain, and LDAP.
Automatic single sign-on can be used with every directory supported by
B.A.S.I.S. except LDAP because it doesn’t provide all the account
information required.
Single Sign-On Procedures
Configure Single Sign-On
By default, user accounts do not use sign-on. To configure single sign-on the
System Administrator must add a directory and link a user account to the
directory.
Notes:
For more information, refer to “Add a Directory” in the Directories folder
chapter of the System Administration or ID CredentialCenter User Guide.
For more information, refer to “Link a User Account to a Directory
Account” in the Users folder chapter of the System Administration or ID
CredentialCenter User Guide.
Log In Using Automatic Single Sign-On
Automatic single sign-on is supported with Windows domain accounts.
1. Click the Start button, then select Programs > B.A.S.I.S. ET > Area Access
Manager.
2. Your system may be configured to prompt you to select a database to log
into. If it is not, proceed to step 3. If it is:
a. In the Database drop-down, all ODBC system databases currently
defined on your computer are listed. Select the database that you wish to
use for your application.
b. Click [OK].
3. If your Windows account is linked to a user, a message will be displayed that
says, “Attempting to automatically log you on using your Windows account.
revision 37 — 15

1: Introduction
To bypass this, hold down SHIFT.” To automatically be logged in, do
nothing.
4. Your system may be configured to prompt you to confirm that you are
authorized to use the application. To accept the terms of the authorization
warning, click [Yes].
5. If segmentation is not enabled, skip this step. If segmentation is enabled:
a. The Select Segment window opens. Select the segment you wish to log
into.
b. Click [OK].
16 — revision 37

Area Access Manager User Guide
Log In Using Manual Single Sign-On
Both users who want to log into B.A.S.I.S. using an LDAP user name and
password for authentication and users who want to log in using a Windows
domain account can do so using manual single sign-on.
1. Click the Start button, then select Programs > B.A.S.I.S. ET > Area Access
Manager.
2. Your system may be configured to prompt you to select a database to log
into. If it is not, proceed to step 3. If it is:
a. In the Database drop-down, all ODBC system databases currently
defined on your computer are listed. Select the database that you wish to
use for your application.
b. Click [OK].
3. If your Windows account is linked to a user, a message will be displayed that
says, “Attempting to automatically log you on using your Windows account.
To bypass this, hold down SHIFT.”
To manually login or to login using a different user name and password, hold
down the key. The Log On window opens.
a. In the Directory field, select the directory that you wish to log into. The
default is “.”
b. In the User name field, type the Windows user name assigned to you.
Do not enter the domain\user name just enter your user name.
c. In the Password field, type the Windows password assigned to you.
d. Select the Remember user name and directory checkbox if you want
the values you just entered in the User name and Directory fields to
automatically be selected the next time that you log in.
e. Click [OK].
4. Your system may be configured to prompt you to confirm that you are
authorized to use the application. To accept the terms of the authorization
warning, click [Yes].
5. If segmentation is not enabled, skip this step. If segmentation is enabled:
a. The Select Segment window opens. Select the segment you wish to log
into.
b. Click [OK].
Troubleshoot Logging In
If you attempted to log in and were unable to do so, make sure that the following
conditions have been met:
• You entered a correct user name/password and specified the correct
directory.
• If your system is configured to display an authorization warning, you
accepted the terms.
revision 37 — 17

1: Introduction
• A valid license is installed. For more information refer to “The License
Administration Application” appendix in the Installation & Setup User
Guide.
• You have permission to use the application.
• If you attempted to log into the server and the login failed, make sure that a
properly coded, licensed dongle adapter is attached to your computer’s
parallel port. Make sure that your dongle is securely attached.
• If you attempted to log into a client and failed, make sure the client has a
valid software license. Client computers do not need a hardware dongle
attached to the computer’s parallel port. Instead, the client must have a valid
software license, which is installed in the License Administration
application.
• If you are using single sign-on, ensure that the directory you are
authenticating against is operational and properly configured. When a
directory is properly configured, the accounts are listed on the Select
Account form when linking a user account to a directory.
• If you are using single sign-on, ensure that the directory account is properly
linked to the user account.
Log Out of the Application
1. Select the Log Off choice from the Application menu.
2. All open data entry forms will be closed. The main window will open again
as it did before you logged in and most of the toolbar and menu options will
be dimmed. To access most of the application’s features you must then log in
again.
Exit the Application
The main window can be closed using either of the following methods:
• Select Exit from the Application menu.
• Double-click on the Control-menu box, an icon in the window’s upper left
corner.
• Right-click on the Control-menu box and select Close.
• Press [Alt] + [F4].
18 — revision 37

Area Access Manager User Guide
Chapter 2:
Main Window
You can use the Area Access Manager main window to do the following:
• Display cardholders or visitors assigned to a selected access level
• Display personal information about selected cardholders or visitors
• Allow cardholders and visitors to be assigned to access levels
• Allow cardholders and visitors to be removed from access levels
• Display all active badge IDs for cardholders or visitors
The Area Access Manager main window can display two different types of
records: cardholder and visitor. Only one type of record can be displayed at a
time. When the View > Person Type > Cardholders option is selected, the Area
Access Manager main window displays cardholders, as shown:
When the View > Person Type > Visitors option is selected, the Area Access
Manager main window displays visitors, as shown:
When the Active Badges option is selected in the View menu, the Area Access
Manager main window also contains a Badge ID column. In this view, the listing
window lists multiple entries for each cardholder/visitor, one for each active
badge assigned to the cardholder/visitor. For example, if Scott Johnson has two
active badges, 5 and 12, then he will be listed twice.
revision 37 — 19

2: Main Window
.
20 — revision 37

Area Access Manager User Guide
Area Access Manager Main Window
Form Element Type Comment
listing window display The contents of the listing window changes depending on whether
visitors or cardholders are displayed. If cardholders are displayed (View
> Person Type > Cardholders is selected), the listing window
functions as follows:
The Activate and Deactivate columns are always present, and represent
the activation and deactivation dates of the assigned access level for
each cardholder/visitor badge ID. If Active Badges is not selected in
the View menu, then the dates shown are the earliest activation date and
the latest deactivation date for all active badges assigned to the
cardholder/visitor.
If Active Badges is selected in the View menu, the listing window
contains a Badge ID column. In this view, the listing window lists
multiple entries for each cardholder/visitor, one for each active badge
assigned to the cardholder/visitor.
Additional columns displayed are determined by the fields listed in the
Selected Fields column of the Cardholder Search Results Lists form in
the Cardholder Options folder. For example, you might want to include
Last Name, First Name, Middle Name, Extension, and Department.
These same columns are displayed on the Select People window.
The results displayed in the listing window are filtered based on the
settings in the Access Level Activation Dates Filter window, which is
displayed by selecting Access Level Date/Time Filter from the View
menu. The Activate and Deactivate filter criteria currently being
applied are displayed in the status bar.
To sort the listing window’s contents by a particular column, click on
the column heading. Clicking the column heading toggles the sort order
between lowest to highest and highest to lowest.
To select all items in the listing window, select Select All from the Edit
menu or press +. To deselect all items in the listing window,
select Clear All from the Edit menu.
If visitors are displayed instead of cardholders (View > Person Type >
Visitors is selected), the listing window functions the same way, with
one exception:
The columns displayed are determined by the fields listed in the
Selected Fields column of the Visitor Search Results Lists form in the
Cardholder Options folder. For example, you might want to include
Visitor Last Name, Visitor First Name, Visitor Organization, and Visitor
Title. These same columns are displayed on the Select People window.
Title bar display The area at the top of the window that displays the window’s name. In
the main window, the title bar contains the name of the application, the
name of the ODBC, and the name of the user account that is currently
logged in.
revision 37 — 21

2: Main Window
Area Access Manager Main Window (Continued)
Form Element Type Comment
Assign push button Opens the Access Level Assignment Wizard, which allows you to
assign access levels to cardholders, visitors, or specific cardholder/
visitor active badge IDs. Selecting this button is the same as selecting
the Edit menu, then selecting Assign.
Remove push button Removes the assignment of the selected cardholder, visitor, or specific
cardholder/visitor active badge IDs from the access level that is
displayed in the Access Level drop-down list. Selecting this button is
the same as selecting the Edit menu, then selecting Remove. This
button is grayed out until at least one cardholder, visitor, or specific
cardholder/visitor active badge ID is selected in the Area Access
Manager main window.
Access Level
drop-down list
drop-down listbox
Lists the access levels that can be assigned and removed from a
cardholder or visitor’s active badges.
• Access levels are created on the Access Levels form in the
Access Levels folder in System Administration. (To display
this form in System Administration, select the Access
Control menu, then select the Access Levels option.) Only
the access levels listed there for a user will be available in
Area Access Manager for the user to assign and remove
from cardholders’ active badges.
• Access Levels that can be managed by a user are configured
on the Area Access Manager Levels form in the Users
folder in System Administration. (To display this form in
System Administration, select the Administration menu,
then select the Users option.)
Menubar display A horizontal list of options that appears at the top of the main window.
Each option has a pull-down menu.
22 — revision 37

Area Access Manager User Guide
Area Access Manager Main Window (Continued)
Form Element Type Comment
Status bar display The status bar is an area along the bottom of the main window that is
displayed only when the Status Bar option in the Edit menu is selected.
The status bar displays the following information:
• The activation and deactivation date and time filter criteria
that are being applied to the listing window. (If no filter is
being applied, no filter information is displayed in the status
bar.) The filter criteria can be changed in the Access Level
Activation Dates Filter window, which is displayed by
selecting Access Level Date/Time Filter from the View
menu.
• The current person type setting, which determines what type
of record is displayed in the listing window. When View >
Person Type > Cardholders is selected, cardholder records
are displayed. When View > Person Type > Visitors is
selected, visitor records are displayed.
• The number of records currently selected
• The total number of records displayed in the main window
revision 37 — 23

2: Main Window
Customize the Select People and Area Access Manager
Main Windows
The columns displayed on the Select People window and the Area Access
Manager main window can be changed using System Administration. To change
the columns displayed:
1. Start and login to System Administration.
2. From the Administration menu, select the Cardholder Options option.
3. If you are customizing the view when cardholders are displayed, click the
Cardholder Search Results Lists tab. If you are customizing the view
when visitors are displayed, click the Visitor Search Results Lists tab.
4. Click [Modify].
5. In the Fields column, click on the field you want to be displayed in the Area
Access Manager main window and the Select People window. (Only one
field can be selected at a time.)
6. Click the button to add the selected field to the list of fields that will
be displayed.
7. Repeat steps 5 and 6 until all fields to be displayed are listed in the Selected
Fields column.
8. The order that the fields are listed in the Selected Fields column is the order
that the columns will be displayed in, from left to right, in the Area Access
Manager main window and the Select People window. Select a field in the
Selected Fields column, then:
a. Click the button to move the selected field one position to the left,
or
b. Click the button to move the selected field one position to the
right.
Notes:
The Activate and Deactivate columns are always the last two columns in the
listing window of the Area Access Manager’s main window regardless of
the list configuration specified on the Cardholder/Visitor Search Results
tabs.
If active badges is turned on (View > Active Badges), the Badge ID column
will be the first column in the listing window of the Area Access Manager’s
main window regardless of the list configuration specified on the
Cardholder/Visitor Search Results tabs.
9. Click [OK].
24 — revision 37

Area Access Manager User Guide
Menus
The menu bar is a horizontal list of options that appears at the top of the main
window. Each option has a pull-down menu. Area Access Manager contains the
following menus:
Application Menu
Menu option
Log On
Change Password
Log Off
Exit
Function
Logs you into the application.
Opens the Change Password dialog, enabling you to change your password (you must have the
corresponding system level permission to do so).
Logs you out of the application.
Ends your session.
Edit Menu
Menu option Toolbar button Function
Assign
Remove
Activation Dates
Select All
Clear All
Opens the Access Level Assignment Wizard, which allows you to
assign access levels to cardholders or visitors. Selecting this menu
option is the same as clicking the [Assign] button.
Removes the assignment of the selected cardholder or visitor records
from the access level that displayed in the Access Panel drop-down list.
Selecting this menu option is the same as clicking the [Remove] button.
This option is grayed out until at least one cardholder or visitor record is
selected in the Area Access Manager main window.
Displays the Access Level Activation Dates window, where you can
select when to activate and deactivate the access level that is assigned to
the selected cardholder(s), visitor(s), or specific cardholder/visitor
active badge ID(s). This menu option is only available for selection
when a cardholder, visitor, or specific cardholder/visitor active badge
ID record is selected.
Selects all records listed in the currently selected access level.
Deselects all records listed in the currently selected access level.
View Menu
Menu option Toolbar button Function
Toolbar
Status bar
If selected, the Access Level display listbox, [Assign] button,
[Remove] button, and [Personal Information] button will be
displayed. If not selected, they will not be displayed.
If selected, the Status bar at the bottom of the screen will be
displayed. If not selected, it will not be displayed.
revision 37 — 25

2: Main Window
View Menu (Continued)
Menu option Toolbar button Function
Active Badges
When selected, the listing windows in the main window and
in the Access Level Assignment Wizard: Select People
window will display a Badge ID column. The listing window
will list multiple entries for each cardholder/visitor, one for
each active badge assigned to the cardholder/visitor.
By default, this option is not selected. Whether this option is
selected or deselected is stored on a per user basis on each
workstation in the registry. This means that if a user selects
this option and either logs out of Area Access Manager or
exits the application, the next time the user runs Area Access
Manager, the setting will be restored.
Access Level
Date/Time Filter
Displays the Access Level Activation Dates Filter window,
where you can specify an activation and/or deactivation date
and time criteria that all records displayed in the main
window’s listing window must meet.
The current filter settings are displayed in the status bar along
the bottom of the main window, as shown.
Person Type
Contains a sub-menu of different person types. When a
person type is selected, that particular kind of record is shown
in the main window. You can only select one type of record to
be shown in the main window at once. Choices include:
• Cardholder - If selected, Cardholder records are
shown in the main window
• Visitor - If selected, Visitor records are shown in
the main window
To be able to select the Cardholder option, you must have
permission to view cardholders. (The Cardholder checkbox
on the Administration > Users > Cardholder Permission
Groups form > Cardholder sub-tab must be selected.)
Otherwise, this option is grayed out.
To be able to select the Visitor option, you must have
permission to view visitors. (The Visitor checkbox on the
Administration > Users > Cardholder Permission Groups
form > Cardholder sub-tab must be selected.) Otherwise, this
option is grayed out.
This setting is saved in the registry. Therefore, the last saved
setting is restored from session to session on the same
workstation.
The current person type setting is displayed in the status bar
along the bottom of the main window, as shown.
26 — revision 37

Area Access Manager User Guide
View Menu (Continued)
Menu option Toolbar button Function
Personal
Information
Displays badge, access level, and cardholder or visitor
information for the currently selected cardholder or visitor
record(s). Selecting this option is the same as clicking the
[Personal Information] button. If you select multiple records,
you can cycle through them by clicking the arrows in the
lower left corner of the Personal Information window.
Note:
This option is grayed out until a record is
selected in the Area Access Manager main
window.
Reports
Log
Opens a Reports window that contains a list of available
reports to print or preview.
Displays the AreaAccessManagerCardholderBulk.Log file
(which is stored in the C:\Program Files\B.A.S.I.S.\logs
directory) in the Bulk Access Level Action Results window.
The log is written to when:
• Multiple cardholder or visitor records are assigned
an access level.
• Access levels are removed from multiple
cardholders, visitors, or active badges.
• Updating the activation/deactivation dates for
multiple cardholders, visitors, or active badges.
Note:
When the active badges setting is used, the log
will only be written to if active badges for
multiple cardholders or visitors have access
levels assigned, removed, or have an
activation/deactivation date removed or
updated.
A failure will be written to the log if:
• badges are segmented and you try to assign an
access level to a badge that the current Area
Access Manager user does not have segment
access to.
• you violate the system/segment hardware settings
for the maximum access level assignments allowed
per badge including total, temporary, and standard
access level assignments.
• you violate the system/segment hardware settings
for the maximum badge number length.
Refresh
Updates the display window.
revision 37 — 27

2: Main Window
Help Menu
Menu option
Contents
Search
About Area
Access Manager
Function
Displays online help.
Displays online help.
Displays copyright information, file versions, and additional information about the
application.
28 — revision 37

Area Access Manager User Guide
Chapter 3:
Personal Information Window
The Personal Information window is displayed by:
• selecting one or more cardholder/visitor or badge ID records in the Area
Access Manager main window, and then clicking .
• selecting one or more cardholder/visitor or badge ID records in the Select
People window in the Access Level Assignment Wizard, and then clicking
[Personal Information].
• selecting one or more cardholder/visitor or badge ID records in the Area
Access Manager main window, and then selecting Personal Information
from the View menu.
• double-clicking on a single cardholder or visitor record in the Area Access
Manager main window. (When personal information is viewed this way,
only personal information for the selected cardholder or visitor will be
displayed).
The Personal Information window displays cardholder/visitor, badge, and access
level information for the selected records. If multiple records were selected, use
the arrows in the lower left corner of the window to cycle through the records.
(These arrows do not appear if only one record was selected.)
The first tab may be either the Cardholder tab or the Visitor tab, depending on the
type of record(s) displayed in the Select People window. If View > Person Type
> Cardholders is selected, the Cardholder tab is displayed. If View > Person
Type > Visitors is selected, the Visitor tab is displayed.
Personal Information Window - Common Elements
The forms in the Personal Information window are visually divided into four
sections; the right section, the upper-left section, the middle-left section and the
bottom section.
Several of the form elements in these sections are common to every form in the
Personal Information window. Refer to the following table for descriptions of the
common form elements.
Note:
This documentation refers to cardholder and visitor data fields that are
shipped as the default by BEST. If you have used the FormsDesigner
application to customize your cardholder or visitor data, the elements on
your forms may be different.
revision 37 — 29

3: Personal Information Window
Personal Information Window - Common Elements
Form Element Type Comment
Common form elements - right section
Photo display display Displays the cardholder/visitor’s photo as it appears on their badge.
Signature display display Displays the cardholder/visitor’s signature as it appears on their badge.
Last access display This field displays information about the most recent valid access by
this cardholder, including the triggered event, date, time and reader
name. This is the same information that is displayed when Show Last
Granted Location option is selected in the Cardholder menu in
System Administration.
Note:
The information that is displayed in this field in Area
Access Manager cannot be configured any differently.
Therefore, even if the Show Last Attempted Location
option in the Cardholder menu in System
Administration is selected, only the most recent valid
access can be displayed in Area Access Manager.
Badge ID display Displays the numeric identifier assigned to the cardholder/visitor’s
active badge.
Issue code display Displays the issue code assigned to the cardholder/visitor’s active
badge.
Prints display Displays the number of times the active badge has been printed.
Activate display Displays the date when the badge becomes valid.
Deactivate display Displays the date when the badge becomes invalid.
Common form elements - upper-left section
Last name text Indicates the cardholder/visitor’s last name.
First name text Indicates the cardholder/visitor’s first name.
Middle name text Indicates the cardholder/visitor’s middle name.
Cardholder ID numeric Indicates the cardholder’s ID number.
Note:
This field is not displayed for visitors.
Badge type drop-down list Indicates the cardholder/visitor’s badge type. Badge types are
configured in the Badge Types folder in System Administration.
Common form elements - bottom section
push button
Displayed if more than one cardholder or visitor record was selected
when
first selected record.
was clicked. When selected, moves to the
push button
Displayed if more than one cardholder or visitor record was selected
when
moves 10 records back.
was clicked. When selected, by default
30 — revision 37

Area Access Manager User Guide
Form Element Type Comment
push button
Displayed if more than one cardholder or visitor record was selected
when
previous selected record.
was clicked. When selected, moves to the
push button
Displayed if more than one cardholder or visitor record was selected
when
next selected record.
was clicked. When selected, moves to the
push button
Displayed if more than one cardholder or visitor record was selected
when
moves 10 records forward.
was clicked. When selected, by default
push button
Displayed if more than one cardholder or visitor record was selected
when
last selected record.
was clicked. When selected, moves to the
Record count display Indicates the number of the record selected out of the total number of
records selected in the previous window. For example: 6 of 10.
You can type in a number and click to jump to that record
number.
OK button Closes the Personal Information window.
revision 37 — 31

3: Personal Information Window
Personal Information Window - Cardholder Form
32 — revision 37

Area Access Manager User Guide
Cardholder Form Field Table
Personal Information Window - Cardholder Form
Form Element Type Comment
Cardholder data
Record last
changed
text/drop-down
lists/numeric
numeric
Displays the cardholder’s information such as name, address and
department in these fields.
Indicates the date on which the selected cardholder record was last
modified and saved.
This date is updated only when cardholder information is changed, not
when badge information is changed. The last changed date is saved
individually for each badge record as well.
revision 37 — 33

3: Personal Information Window
Personal Information Window - Visitor Form
34 — revision 37

Area Access Manager User Guide
Visitor Form Field Table
Personal Information Window - Visitor Form
Form Element Type Comment
Visitor data
text/drop-down
lists/numeric
Displays the visitor’s information such as name, address and
organization in these fields.
Last changed numeric Indicates the date on which the selected visitor record was last modified
and saved.
This date is updated only when visitor information is changed, not when
badge information is changed. The last changed date is saved
individually for each badge record as well.
revision 37 — 35

3: Personal Information Window
Personal Information Window - Badge Form
36 — revision 37

Area Access Manager User Guide
Badge Form Field Table
Personal Information Window - Badge Form
Form Element Type Comment
Badge listing
window
display
Lists all badges for the selected cardholder.
revision 37 — 37

3: Personal Information Window
Personal Information Window - Access Levels Form
38 — revision 37

Area Access Manager User Guide
Access Levels Form Field Table
Personal Information Window - Access Levels Form
Form Element Type Comment
Show levels for
badge ID (issue
code)
Show inactive
badges
Access levels
display
Show unassigned
levels
Number of levels
assigned
drop-down list
checkbox
display
checkbox
display
Lists the badge ID and issue code (in parentheses) for the current active
badge. If the Show inactive badges checkbox is selected, the list
includes both the active and the inactive badge(s) assigned to the
selected cardholder. Select a badge ID (issue code) from the list and the
corresponding access levels for that badge will be displayed in the
Access levels display.
When selected, the Show levels for badge ID (issue code) drop-down
list will list both the active and inactive badge(s) assigned to the
selected cardholder.
When the Show unassigned levels checkbox is selected, lists both
access levels that have been and that can be assigned to the selected
cardholder/badge record. If the Show unassigned levels checkbox is
not selected, only access levels that have been assigned will be listed. If
they exist, also displays the access level’s activation and deactivation
dates.
When selected, the Access levels display lists both access levels that
have been and that can be assigned to the selected cardholder/badge
record.
Displays the number of access levels that have been assigned to the
selected cardholder/badge record. For example: 6 levels assigned.
View Personal Information
To view personal information about one or more cardholder or visitor records:
1. In the Area Access Manager main window or the Access Level Assignment
Wizard: Select People window, select one or more records.
2. Click .
3. The Personal Information window opens.
• If multiple records were selected, use the arrows in the lower left corner
of the window to cycle through the records.
• If only one record was selected, these arrows are not displayed.
• You can double-click on a single cardholder/visitor to view personal
information for just that cardholder/visitor.
Note:
The first tab may be either the Cardholder tab or the Visitor tab, depending
on the type of record(s) being displayed in the main window. If View >
revision 37 — 39

3: Personal Information Window
Person Type > Cardholders is selected, the Cardholder tab is displayed. If
View > Person Type > Visitors is selected, the Visitor tab is displayed.
40 — revision 37

Area Access Manager User Guide
Chapter 4:
Access Levels
Access Levels Overview
What are access levels? An access level is one or more reader/timezone
combinations used to control hardware access by one or more cardholders.
Access levels can be assigned to active badges to define which readers a badge
has access to and at which times.
Types of access levels. B.A.S.I.S. has two types of access levels: standard access
levels and temporary access levels. The difference between the two is that
temporary access levels have an activation and/or deactivation date, and standard
access levels do not.
Creating standard access levels. Standard access levels are created on the
Access Levels form in the Access Levels folder in System Administration. (To
display this form in System Administration, from the Access Control menu,
select Access Levels, then click on the Access Levels tab.)
Creating temporary access levels. Temporary access levels are created by
specifying an activation and/or deactivation date when assigning an access level.
Think of a temporary access level as an override for a standard access level. The
activation and/or deactivation date is applied to the selected active badge, not to
the whole access level.
Controlling what access levels can be managed by a user. The access levels
that can be managed by a user through Area Access Manager are configured on
the Area Access Manager Levels form in the Users folder in System
Administration. (To display this form in System Administration, from the
Administration menu, select Users, click on the Users tab, then click on the
Area Access Manager Levels sub-tab.) Only the access levels listed there for a
user will be available in Area Access Manager for the user to assign and remove
from cardholders’ active badges.
In a segmented system, any access levels that are configured as assignable by
users in other segments MUST be listed as access levels to manage if the user has
access for one of these segments.
What cardholders/visitors are shown. Only cardholders/visitors with active
badges (active status, with an activation date before or the same as the current
date and less than or the same as the deactivation date) will be shown when
viewing access level assignments or searching cardholders/visitors to assign
access levels to.
Viewing access levels assignments. The Area Access Manager main window
allows the user to switch between the access levels they have permission to
manage. When an access level is selected, the cardholders with this access level
will be shown in the list.
revision 37 — 41

4: Access Levels
Segmentation. A user will only be able to assign and remove access levels from
cardholders who have active badges that are of a badge type that the user has
segment access to.
Remember, in a segmented system, any access levels that are configured as
assignable by users in other segments MUST be listed as access levels to manage
if the user has access for one of these segments.
Multiple Active Badge Access Level Assignment
Many systems are configured to only allow each cardholder/visitor one active
badge. Systems can also be configured to allow multiple active badges per
cardholder/visitor. This is done in the Active badges per cardholder field on the
General Cardholder Options form in System Administration or ID
CredentialCenter (Administration > Cardholder Options).
If the system is configured to allow cardholders/visitors to have multiple active
badges, then you may wish to use the View Active Badges option in Area Access
Manager to assign any of a cardholder/visitor’s active badges to a particular
access level. By default, this option is not selected. When you select it (View >
Active Badges), the listing window of the main window and in the Access Level
Assignment Wizard: Select People window will display a Badge ID column. The
listing window will list multiple entries for each cardholder/visitor, one for each
active badge assigned to the cardholder/visitor.
By default, this option is not selected. Whether this option is selected or
deselected is stored on a per user basis on each workstation in the registry. This
means that if a user selects this option and either logs out of Area Access
Manager or exits the application, the next time the user runs Area Access
Manager, the setting will be restored.
For more information, refer to Chapter 2: Main Window on page 19.
Segmentation Notes
Access Level Assignment on a Segmented System
Access levels that are configured as being assignable by users that have access to
other segments will show up in the Access Level drop-down list in the main
window as well as in the Access Levels display on the Select Access Levels
window in the Access Level Assignment Wizard when assigning access levels.
This allows users in different segments to assign access levels from a common
segment, but does not allow them to see each other’s cardholders. For this to
occur, the following conditions must be met:
• The system must be segmented and have the Allow access levels to be
configured as assignable by users in other segments feature enabled. For
42 — revision 37

Area Access Manager User Guide
more information, refer to the Segmentation appendix in the System
Administration User Guide.
• The access levels must be configured to be assignable by users that have
access to other segments. This is done on the Access Level Additional
Segments form in the Access Levels folder in System Administration.
• The access levels must be selected as access levels to manage from the Area
Access Managers Levels sub-tab on the Users form in the Users folder in
System Administration.
Also, when cardholders are segmented and an access level is assigned to a
cardholder that does not currently belong to the cardholder’s primary segment or
additional segments, the segment assignment is made behind-the-scenes so that
the proper access level assignment can be made.
Reader Assignments to Cardholders Report on a
Segmented System
A report that you may wish to make available in Area Access Manager is the
Reader Assignments to Cardholders report. This report enables you to print a list
of all cardholders that have access to a particular reader. By default, this report is
not available in Area Access Manager. To make it available in Area Access
Manager, refer to Configure Which Reports are Available in Area Access
Manager on page 56.
If any of the access levels that are configured as assignable by users with access
to other segments are available for an Area Access Manager user to assign, in
order for the user to see which cardholders are assigned to the readers that make
up these access levels in the Reader Assignments to Cardholders report, the user
must:
• have segment access to the segment that contains the levels that are
configured as assignable by users with access to other segments AND
• be able to manage one of the access levels that belongs to this segment from
Area Access Manager.
For example, a common segment (Common Segment 1) may be defined with an
access level (Level 1) that controls two readers. Now this access level (Level 1)
is configured so that it can be assigned by users with access to another segment
(Segment 2). If a user is defined that only has segment access to Segment 2, this
user would then have Level 1 available to manage through Area Access Manager.
When logging into Area Access Manager as this user and running the Reader
Assignments to Cardholders report, the user would not be able to see which
cardholders are assigned to the readers that make up Level 1. The user would
need to have segment access to Common Segment 1.
revision 37 — 43

4: Access Levels
Access Level Procedures
View Access Level Assignments
The access levels that can be managed by a user through Area Access Manager
are configured on the Area Access Manager Levels form in the Users folder in
System Administration. For information on viewing access level assignments on
segmented systems, refer to Access Level Assignment on a Segmented System
on page 42.
To view access level assignments:
1. On the Area Access Manager main window in the Access Level drop-down
listbox, select an access level to display. This listbox lists all access levels
that the currently logged in user has permission to manage.
2. Cardholders assigned to the currently selected access level will
automatically be displayed. Only cardholders with active badges (active
status, with an activation date before or the same as the current date and less
than or the same as the deactivation date) will be shown.
Filter Records Displayed in the Main Window
The records displayed in the Area Access Manager main window can be filtered
based on their activation and/or deactivation date. To filter records:
1. From the View menu, select Access Level Date/Time Filter.
2. The Access Level Activation Dates Filter window opens. (For more
information, refer to Appendix D: Access Level Activation Dates Filter
Window on page 91.) If you wish to display records with any activation date,
44 — revision 37

Area Access Manager User Guide
deselect the date checkbox in the Activation Date section and proceed to step
4.
3. If you wish to filter based on activation date, select the date checkbox in the
Activation Date section and then either type a numeric date into the field, or
select a date from the drop-down calendar.
• To select a month, click on the and navigation buttons.
• You can also select a month by clicking on the displayed month to
access a drop-down list of months. Highlight the month you want to
select it.
• Navigate to a year by clicking on the displayed year to access the year
spin buttons .
• Once you have selected a month and a year, click on the day that all
records displayed must have been activated on or after.
4. In the Deactivation Date section:
• If you wish to display records with any deactivation date, deselect the
date checkbox and proceed to step 5.
• If you wish to filter based on deactivation date, repeat the procedures in
step 3 in the Deactivation Date section instead of the Activation Date
section. Choose the date that all records displayed must have been
deactivated before.
5. Click [OK].
6. The main window will be updated to show the records that meet the search
criteria specified. The search criteria are displayed in the status bar for your
reference.
revision 37 — 45

4: Access Levels
Remove Access Levels from Cardholders or Visitors
You can remove one or many cardholders or visitors from an access level easily
using Area Access Manager. Here’s how:
1. In the View menu, make sure that the Person Type (cardholder or visitor)
you wish to remove access levels from is selected.
2. In the Access Level drop-down list on the Area Access Manager main
window, select the access level you want to remove a cardholder or visitor
from.
3. If removing a cardholder from an access level, select the cardholder(s) or
cardholder/badge ID combination(s) you want the access level removed
from. If removing a visitor from an access level, select the visitor(s) or
visitor/badge ID combination(s) you want the access level removed from.
Note:
A cardholder/visitor may be listed more than once if that cardholder/visitor
has multiple active badges. Select the active badge/cardholder or active
badge/visitor combination that you would like the access level to be
removed from.
4. Click [Remove].
5. A warning message will be displayed; click [Yes] to proceed with the
removal. The currently viewed access level will then be removed from the
selected cardholder/visitors’ active badges and the badges will be
downloaded to the appropriate panels.
Assign Access Levels to Cardholders or Visitors
You can assign one or many cardholders or visitors and any of their active badges
to one or many access levels easily using the Access Level Assignment Wizard in
46 — revision 37

Area Access Manager User Guide
Area Access Manager. (For more information, refer to Appendix A: Access
Level Assignment Wizard on page 71.) Here’s how:
1. On the Area Access Manager main window, click .
2. The Access Level Assignment Wizard will begin, and the Find People
window will be displayed, as shown below:
3. Specify the search criteria by typing a full or partial entry in the field(s) on
which you wish to search. For drop-down list fields, you can select the
desired value. Here are some examples:
• Type “Lake” in the Last Name field to find all records of personnel who
have the last name “Lake”.
• Type “M” in the Last Name field to find all records of personnel whose
last name begins with the letter “M”.
• Type a cardholder ID in the Cardholder ID field to find the record of
the person who has that ID number.
• Select an item in the Division drop-down list to find all records of
personnel who work in that division.
• Enter no search criteria to display all cardholder/visitor records.
4. You can also search based on access levels by clicking the Access Levels
tab.
a. Select a search type in the Search type drop-down list.
b. Select the access level you would like the search to be based on.
5. Click [Next].
6. If one cardholder/visitor matches your search criteria, skip ahead to step 9.
revision 37 — 47

4: Access Levels
Otherwise, depending on what you entered for the search criteria, the
following may occur:
a. If no cardholder/visitor matches the search criteria you entered, a
message will be displayed that says “No people with active badges were
found that match your search criteria. Please try entering less specific
criteria.” If this happens, enter new search criteria and click [Next].
b. If more than one cardholder/visitor matches the search criteria, the
Select People window will be displayed, as shown below:
c. If you entered no search criteria, all cardholders/visitors will be
displayed in the Select People window. (On systems with many
cardholders/visitors, be sure to select a search criteria - searching
through thousands of records could take a lot of time!)
7. Optional - If you need to view more information about one or more records,
select the record(s) and then click [Personal Information]. The Personal
48 — revision 37

Area Access Manager User Guide
Information window opens. If multiple records were selected, use the arrows
in the lower left corner of the window to cycle through the records.
• If only one record was selected, these arrows are not displayed.
• The first tab may be either the Cardholder tab or the Visitor tab,
depending on the type of record(s) displayed in the Select People
window. If View > Person Type > Cardholders is selected, the
Cardholder tab is displayed. If View > Person Type > Visitors is
selected, the Visitor tab is displayed.
8. If assigning access levels to cardholders, select the cardholder(s) or
cardholder/badge ID combination(s) that you want to assign access levels to.
If assigning access levels to visitors, select the visitor(s) or visitor/badge ID
combination(s) that you want to assign access levels to. Click [Next].
9. In the Select Access Levels window, select the access levels you want to
assign to the cardholder/visitor(s) you selected in the previous step. You
must choose one or more access levels to assign. The currently viewed
access level (on the Area Access Manager main window) is selected by
default.
Note:
The definition for an access level can be viewed by right-clicking on an
access level and selecting Level Definition from the right-click menu, or by
revision 37 — 49

4: Access Levels
double-clicking on an access level. A small window will open that lists each
reader and timezone that makes up the access level.
a. If you wish to assign an activation and deactivation date for an access
level that is listed, select the access level and then click [Activate
Dates]. Alternatively, you can right-click on the access level and select
Activate Dates from the right-click menu.
Note:
For more information, refer to Assign Activation and Deactivation Dates to
Access Levels on page 52.
b. The Access Level Activation Dates window opens.
1) In the Activation Date section, select the date and time that the
access level will activate.
2) In the Deactivation Date section, select the date and time that the
access level will deactivate.
3) Click [Set].
4) Click [OK].
10. Click [Next].
11. The Summary window will be displayed, as shown. If you agree with the
summary of the access level assignments that you are about to made, click
[Finish]. Upon finishing, the access levels will be assigned to the selected
50 — revision 37

Area Access Manager User Guide
cardholders/visitors’ active badges and the badges will be downloaded to the
appropriate panels.
12. The Bulk Access Level Action Results window is displayed if you assigned
an access level to more than one cardholder/visitor or badge ID. This
window is also displayed if the active badges setting is being used and more
than one active badge is selected for multiple cardholders/visitors. (For more
information, refer to Appendix B: Bulk Access Level Action Results
Window on page 85.) Click [OK].
revision 37 — 51

4: Access Levels
Note:
These results can always be displayed again by selecting Log from the View
menu.
Assign Activation and Deactivation Dates to Access
Levels
When you assign an activation and/or deactivation date to an access level, you
are really creating a temporary access level. The activation and/or deactivation
date that you assign only applies to the cardholder(s) or active badge ID(s) that
you select, not the entire access level. To assign activation and deactivation dates:
1. Open the Access Level Activation Dates window from one of the two
following places:
a. Main window
1) In the main window, select the record(s) you wish to assign
activation dates to. From the Edit menu, select Activation Dates.
2) The Access Level Activation Dates window opens. The access
levels listed in the Assigned Access Levels listing window depend
on how the window was opened. In this case, only the currently
selected access level in the Access Level drop-down list on the
main Area Access Manager window will be listed in the Assigned
Access Levels display of the Access Level Activation Dates
window since this is the access level that is currently selected. For
more information, refer to Appendix C: Access Level Activation
Dates Window on page 87.
b. Access Level Assignment Wizard
52 — revision 37

Area Access Manager User Guide
1) In the Access Level Assignment Wizard: Select Access Levels
window, click [Activate Dates].
2) The Access Level Activation Dates window opens. The access
levels listed in the Assigned Access Levels listing window depend
on how the window was opened. In this case, whatever access
levels were selected in the Access Levels display on the Access
Level Assignment Wizard: Select Access Levels window will be
listed in the Assigned Access Levels display of the Access Level
Activation Dates window. For more information, refer to Appendix
C: Access Level Activation Dates Window on page 87.
2. Click on an access level entry to select it.
3. In the Activation Date section, either type a numeric date into the field, or
select a date from the drop-down calendar.
• To select a month, click on the and navigation buttons.
• You can also select a month by clicking on the displayed month to
access a drop-down list of months. Highlight the month you want to
select it.
• Navigate to a year by clicking on the displayed year to access the year
spin buttons .
revision 37 — 53

4: Access Levels
• Once you have selected a month and a year, click on the day that you
want the selected badge to activate on.
4. In the Deactivation Date section, repeat step 3, choosing the date when you
want the selected badge to become invalid.
5. Click [Set].
6. Repeat steps 2–5 for each access level entry.
7. Click [OK].
8. A message requesting confirmation is displayed. Click [Yes].
9. If you assigned an access level to more than one cardholder or badge ID, the
Bulk Access Level Action Results window is displayed. (For more
information, refer to Appendix B: Bulk Access Level Action Results
Window on page 85.) Click [OK].
Note:
These results can always be displayed again by selecting Log from the View
menu.
54 — revision 37

Area Access Manager User Guide
Chapter 5:
Reports
Reports can be printed or previewed in Area Access Manager by any Area
Access Manager user - no additional permissions are required. The reports that
are available in Area Access Manager are configurable via a report type in
System Administration. To be able to print or preview a report in Area Access
Manager, that report must be assigned the “Area Access Manager” report type in
System Administration.
There are two reports that have the “Area Access Manager” report type assigned
to them by default. Thus, the following reports are available by default in Area
Access Manager:
Report Name
Access Level
Assignments to
Cardholders
Access Level
Assignments to
Cardholders By
Segment
Description
Listing of each access level, with each cardholder that has
that access level assigned to them. Also summarizes the total
number of badges that need to be downloaded.
Listing of each access level by segment, with each cardholder
that has that access level assigned to them. This report also
summarizes the total number of badges that need to be
downloaded to each segment. This report only works on a
system using segmentation.
Any other report that you want to be available in Area Access Manager must
have the “Area Access Manager” report type selected; any of the default reports
that you do not want to be available in Area Access Manager must have the have
the “Area Access Manager” report type deselected. For more information, refer
to Configure Which Reports are Available in Area Access Manager on page 56.
Reports run in Area Access Manager are filtered based on the access level(s)
assigned to the Area Access Manager user. This only applies to reports pertaining
to access levels, access groups, Area Access Manager user levels, or readers.
Important:
When a system is upgraded, the default report settings are set again. The
default reports mentioned previously become available again in Area Access
Manager, and any reports that were configured with the “Area Access
Manager” report type must be reconfigured to be available in Area Access
Manager.
revision 37 — 55

5: Reports
Reports Window
Reports Window
Form Element Type Comment
Description display Shows a description of the currently selected report.
Report listing
window
display/select
Lists any reports available in Area Access Manager, which are
configured in System Administration. By default, there are two
reports available: Access Level Assignments to Cardholders and
Access Level Assignments to Cardholders By Segment. These
two reports have the “Area Access Manager” type assigned to
them. Only reports with the “Area Access Manager” type
assigned are available in Area Access Manager.
Print push button Opens the Print Report Options window.
Preview push button Displays the selected report in the Report Print Preview window.
Close push button Closes the Reports window without printing or previewing a report.
Help push button Displays online help for this window.
Configure Which Reports are Available in Area Access
Manager
The reports available in Area Access Manager are configured in System
Administration. By default, there are two reports available: Access Level
Assignments to Cardholders and Access Level Assignments to Cardholders By
Segment. These two reports have the “Area Access Manager” type assigned to
them. Only reports with the “Area Access Manager” type assigned are available
56 — revision 37

Area Access Manager User Guide
in Area Access Manager. To make a report available in Area Access Manager, do
the following.
1. From the Administration menu in System Administration, select Reports.
2. In the listing window, select the report that you want to become available in
Area Access Manager.
3. Click [Modify].
4. In the Type(s) field, select the Area Access Manager checkbox.
5. Click [OK].
To remove a report from Area Access Manager, do the following:
1. From the Administration menu in System Administration, select Reports.
2. In the listing window, select the report you wish to remove from Area
Access Manager.
3. Click [Modify].
4. In the Type(s) field, deselect the Area Access Manager checkbox.
5. Click [OK].
Run a Report in Area Access Manager
1. From the View menu, select Reports.
2. The Reports window opens. Select the report you wish to run.
3. Preview or print the report.
• If you wish to print the report, click [Print]. The Print Report Options
window opens. For more information, refer to Chapter 6: Print Report
Options Window on page 59.
• If you wish to preview the report, click [Preview]. The Report Print
Options window opens. For more information, refer to Chapter 7:
Report Print Preview Window on page 63.
revision 37 — 57

5: Reports
58 — revision 37

Area Access Manager User Guide
Chapter 6:
Print Report Options Window
From the Print Report Options window, you can:
• Choose a destination for the report. Choices include:
– Preview Window (the default)
– Direct Export to a File
– Directly to a Printer
• Update the subtitle used for the report
This window is displayed by clicking the [Print] button in the Reports window.
revision 161 — 59

6: Print Report Options Window
Print Report Options Window
60 — revision 161

Area Access Manager User Guide
Print Report Options Window Field Table
Print Report Options Window
Form Element Type Comment
Print Destination section Includes the Print to a Preview Window, Export Directly to a File
and Print Directly to a Printer radio buttons. Also includes the
Printer drop-down list and the Prompt for Number of Pages
checkbox.
Print to a Preview
Window
Export Directly to a
File
Print Directly to a
Printer
Printer drop-down
list
Prompt for Number
of Pages
radio button
radio button
radio button
drop-down list
checkbox
If selected, the Report Print Preview window will be displayed when
the [OK] button is clicked. In the Report Print Preview window, you
can view the selected report on the screen.
For more information, refer to Chapter 7: Report Print Preview
Window on page 63.
If selected, the Export window will be displayed when the [OK] button
is clicked. Choose the report Format and Destination from the dropdown
lists.
Depending on what you choose, enter the destination and format
information in the corresponding window, then click [OK].
If selected, also select a printer from the Printer drop-down list.
If you select the Prompt for Number of Pages checkbox, the Print
window will be displayed where you can select the print range, number
of copies and whether or not to collate your report.
Select a printer in this field for the report to be printed on. This field is
enabled for selection only when the Print Directly to a Printer radio
button is selected.
All printers currently configured for use are listed.
This field is enabled for selection only when the Print Directly to a
Printer radio button is selected.
If selected, the Print window will be displayed where you can select the
print range, number of copies and whether or not to collate your report.
Report Subtitle section Includes the Report Subtitle textbox.
Report Subtitle
textbox
textbox
Type the text here that will be displayed as the subtitle on the report.
OK push button Prints the report using the options you selected.
Cancel push button Closes the Print Report Options window without printing the report.
Help push button Displays online help for this form.
Print a Report
1. In the Reports window, click [Print].
2. The Print Report Options window opens.
revision 161 — 61

6: Print Report Options Window
In the Print Destination section, select whether to print to a preview
window, export directly to a file or print directly to a printer.
3. If you selected Print Directly to a Printer in the Print Destination section,
select a printer in the drop-down list and choose whether to Prompt for
Number of Pages.
Note:
If the linkage server is running under a local system account it may not have
permission to access a network printer (depending on its configuration). If
this is the case you must select a local or default network printer. Contact
your System Administrator to determine what account the linkage server is
running under and the printers it can access.
4. In the Report Subtitle section, type the report subtitle. The subtitle will be
displayed below the report title on the report.
5. Click [OK]. The options selected in the Print Destination section will
determine where the report is sent.
62 — revision 161

Area Access Manager User Guide
Chapter 7:
Report Print Preview Window
If you click [Preview] in the Reports window while a report is selected, the report
is automatically printed to the Report Print Preview window.
Previewing a report is done in a window. While the Report Print Preview window
is open, no other window can be opened. From the Report Print Preview window,
you can:
• View an on-screen report created in the Reports window.
• Print a report, save it to a file or send it over electronic mail.
• Search for any textual information in the report.
This window is displayed by:
• Clicking on the [Preview] button in the Reports window while a report is
selected.
• Clicking [Print] in the Reports window, selecting the Print to a Preview
Window radio button on the Print Report Options window, then clicking the
[OK] button.
revision 161 — 63

7: Report Print Preview Window
Report Print Preview Window
64 — revision 161

Area Access Manager User Guide
Report Print Preview Window Field Table
Report Print Preview Window
Form Element Type Comment
Report navigation
tree
display
The display in the left portion of the Report Print Preview window. The
report navigation tree lists the records contained in the report, in a
hierarchical arrangement.
The information is content-sensitive. The report type determines the
entries in the tree.
For example, the default “User Transaction Log” report is arranged in
date order, so the tree will contain a list of dates. The tree for the default
“Text Instructions” report lists alarms. The “Access and Denials, by
Reader” report has an entry for each queried reader, with subentries by
event date.
If the tree has branching entries, you can expand the branches of the
tree. When you click an entry in the tree, you move to that section or
record in the report. When a section or record is selected via the report
navigation tree, that section or record will appear in the preview
window with a blue box border. For more information, refer to
Preview and Print a Report on page 66.
Preview window display The display in the right portion of the Report Print Preview window.
The preview window displays up to one full page of the report,
depending upon the zoom level set.
push button
push button
push button
Click to displays a Print window from where you can select the page
range and number of copies to print, then initiate report printing.
Click to export the report to a file or to your organization’s electronic
mail system.
Click to toggle the display of the report navigation tree on or off.
Zoom drop-down list From this drop-down list, you can select the magnification level of the
preview window contents, with respect to the actual size. Choices
include 400%, 300%, 200%, 150%, 100%, 75%, 50%, 25%, Page
Width and Whole Page. Selecting either Page Width or Whole Page
displays the corresponding percentage in this field.
You can also type a number directly into this field, but you must then
either press or click outside of the field for the number to take
effect.
push button
Click to move to the first page of the report.
push button
Click to move to the previous page of the report.
Page count display This display indicates the page number of the currently displayed page,
followed by the total page count for the report. For example: “2 of 4.”
push button
Click to move to the next page of the report.
revision 161 — 65

7: Report Print Preview Window
Report Print Preview Window (Continued)
Form Element Type Comment
push button
Click to move to the last page of the report.
push button
push button
Click to terminate the report building process. This button is especially
useful if the report is lengthy and you want to view only part of it.
Click to display the Search window from where you can perform a text
search of the report. When you enter text in the Find what field (in the
Search window) and click [Find Next], the view jumps to the first
occurrence of the requested text or a message is displayed if no match
was found.
Report Print Preview Window Procedures
Preview and Print a Report
1. Select a report from within the Reports window.
2. Click one of the following:
• The [Print] button, select the Print to a Preview Window radio button
and then click [OK].
• The [Preview] button.
3. The Report Print Preview window is displayed.
• On the left, the report navigation tree may have branching entries.
– If the tree has branching entries, expand that branch of the tree.
– Click an entry in the tree to move to that section or record in the
report. When a section or record is selected via the report
navigation tree, that section or record will appear in the preview
window with a blue box border. For example:
• On the right, the preview window will show the first page of the report
as it will look when it is printed. Click a section or record in the preview
window. When a section or record is selected in the preview window,
66 — revision 161

Area Access Manager User Guide
that section or record will appear in the preview window with a red box
border. For example:
• Click and drag the split bar to resize the report navigation tree and the
preview window relative to each other.
• Click the button to hide the report navigation tree and maximize
the space used for the preview window.
4. Use the , , and buttons to view other pages of the report.
5. Select an option from the zoom drop-down list to change the size of the
display. You can instead type a number directly into this field, but you must
then either press or click outside of the field for the number to take
effect.
6. To save the report to a file on your computer or to send the report to someone
using your company’s electronic mail system, select the button. The
Export window is displayed.
• Select the format that you want to send the report in from the Format
drop-down list.
• In the Destination drop-down list, you can choose to export the report
to an application, a disk file, an exchange folder, a Lotus Notes database
or your electronic mail system (if you have one).
• Click [OK] and follow the instructions
7. To print the report from within the Report Print Preview window:
a. Click the button. The Print window is displayed from where you
can select which pages to print and the number of copies.
b. Select one of the following:
• The All radio button to print the entire report without user
intervention.
• The Pages radio button and enter a page range.
c. A message box will be displayed to indicate the status of the print
operation.
Search a Report for Specific Information
1. To search through the report for specific information, click the button.
2. The Search window is displayed. In the Find what field, type the word,
contiguous words or number you wish to locate in the report.
revision 161 — 67

7: Report Print Preview Window
Note:
The search is not case-sensitive.
3. Click [Find Next].
4. One of two things will happen:
• If the requested information was found, the preview window display
will move to the first occurrence of it.
• If the information is not contained in the report, a message box will be
displayed.
5. If the requested information was found, click [Find Next] to move through
successive occurrences of it.
68 — revision 161

Appendix

Area Access Manager User Guide
Appendix A:
Access Level Assignment Wizard
The Access Level Assignment Wizard is started in one of the following ways:
• In the Area Access Manager main window, click .
• In the Area Access Manager main window, select the Edit menu, then the
Assign option.
This section contains screenshots of each of the windows in the Access Level
Assignment Wizard, as well as field tables that describe the function of each field
and button on each window.
revision 37 — 71

A: Access Level Assignment Wizard
Find People Window - Cardholder Form
Find People Window - Cardholder Form Overview
The purpose of the Find People Window - Cardholder form is to locate the
cardholders to assign access levels to based on a specified search criteria.
The first tab may be either the Cardholder tab or the Visitor tab depending on the
person type setting. If View > Person Type > Cardholders is selected, the
Cardholder tab is displayed. If View > Person Type > Visitors is selected, the
Visitor tab is displayed.
72 — revision 37

Area Access Manager User Guide
Access Level Assignment Wizard
Find People Window - Cardholder Form
Form Element Type Comment
Last name text Indicates cardholder’s last name.
First name text Indicates cardholder’s first name.
Middle name text Indicates cardholder’s middle name.
Cardholder ID numeric Indicates the cardholder’s ID number.
Badge type drop-down list Selects which of the cardholder’s badges (if he or she has more than
one) is to be the active one.
Address text Indicates the first line of the cardholder’s address
City text Indicates the city of the cardholder’s address
State text Indicates the state or province of the cardholder’s address
Zip code text Indicates the postal code of the cardholder’s address
Phone numeric Indicates the cardholder’s telephone number
Birth date numeric Indicates the cardholder’s date of birth, in mm/dd/yy format
E-mail text Indicates the cardholder’s e-mail address
Record last
changed
text
Indicates the date on which this cardholder record was last saved. This
date is only updated when cardholder information is changed, not when
badge information is changed. The last changed date is saved
individually for each badge record as well.
Title drop-down list Indicates the cardholder’s job title
Department drop-down list Selects the department in which the cardholder works
Division drop-down list Selects the division in which the cardholder works
Location drop-down list Selects the location at which the cardholder works
Building drop-down list Indicates the facility in which the cardholder works
Floor numeric Indicates the number of the floor on which the cardholder works
Office phone numeric Indicates the cardholder’s office telephone number
Extension numeric Indicates the cardholder’s office telephone extension, if applicable
Back push button This button is grayed out because this is first window in the Access
Level Assignment Wizard.
Next push button Proceeds to the previous window in the Access Level Assignment
Wizard.
Cancel push button Exits the Access Level Assignment Wizard without assigning any
access levels.
Help push button Displays online help.
revision 37 — 73

A: Access Level Assignment Wizard
Find People Window - Visitor Form
Find People Window - Visitor Form Overview
The purpose of the Find People Window - Visitor form is to locate the visitors to
assign access levels to based on a specified search criteria.
The first tab may be either the Cardholder tab or the Visitor tab depending on the
person type setting. If View > Person Type > Cardholders is selected, the
Cardholder tab is displayed. If View > Person Type > Visitors is selected, the
Visitor tab is displayed.
74 — revision 37

Area Access Manager User Guide
Access Level Assignment Wizard
Find People Window - Visitor Form
Form Element Type Comment
Last name text Indicates visitor’s last name
First name text Indicates visitor’s first name
Middle name text Indicates visitor’s middle name
Badge type drop-down list Selects which of the visitor’s badges (if he or she has more than one) is
to be the active one
Organization text Indicates the organization that the visitor is affiliated with
Title text Indicates the visitor’s job position
Address text Indicates the first line of the visitor’s address
City text Indicates the city of the visitor’s address
State text Indicates the state or province of the visitor’s address
Zip code text Indicates the postal code of the visitor’s address
Office phone numeric Indicates the visitor’s work telephone number
Extension text Indicates the extension at the office phone number specified where the
visitor can be reached
Last changed text Indicates the date on which this visitor record was last saved. This date
is only updated when visitor information is changed, not when badge
information is changed. The last changed date is saved individually for
each badge record as well.
Back push button This button is grayed out because this is first window in the Access
Level Assignment Wizard.
Next push button Proceeds to the previous window in the Access Level Assignment
Wizard.
Cancel push button Exits the Access Level Assignment Wizard without assigning any
access levels.
Help push button Displays online help.
revision 37 — 75

A: Access Level Assignment Wizard
Find People Window - Access Levels Form
Find People Window - Access Levels Form Overview
The purpose of the Find People Window - Access Levels form is to locate
cardholders or visitors to assign access levels to based on what access levels they
already have or do not have. It also enables searching for existing access level
assignments in order to edit the activation and/or deactivation dates.
76 — revision 37

Area Access Manager User Guide
Access Level Assignment Wizard
Find People Window - Access Levels Form
Form Element Type Comment
Last name text Indicates cardholder/visitor’s last name.
First name text Indicates cardholder/visitor’s first name.
Middle name text Indicates cardholder/visitor’s middle name.
Badge type drop-down list Selects which of the cardholder/visitor’s badges (if he or she has more
than one) is to be the active one.
Search type drop-down list Select the search criteria for the selected access levels.
Access Levels
listing window
display
Select the access level you wish to search for.
Back push button This button is grayed out because this is first window in the Access
Level Assignment Wizard.
Next push button Proceeds to the previous window in the Access Level Assignment
Wizard.
Cancel push button Exits the Access Level Assignment Wizard without assigning any
access levels.
Help push button Displays online help.
.
revision 37 — 77

A: Access Level Assignment Wizard
Select People Window
Select People Window Overview
The Select People window is used to select cardholders, visitors, or specific
cardholder/visitor active badges to assign access levels to. Whether this window
displays depends on the active badges setting. The active badges setting is in use
when the Active Badges option in the View menu is selected.
• When the active badges setting is not being used and only one cardholder/
visitor matches the search criteria, this window will not be displayed. This
window will be displayed when more than one cardholder/visitor matches
the search criteria.
• When the active badges setting is being used and a single cardholder/visitor
with only one active badge matches the search criteria, this window will not
be displayed. This window will be displayed if a single cardholder/visitor
with multiple active badges matches the search criteria.
78 — revision 37

Area Access Manager User Guide
Access Level Assignment Wizard
Select People Window
Form Element Type Comment
Select All push button Selects all cardholder/visitor records listed.
Clear All push button Deselects all cardholder/visitor records listed.
listing window display The contents of the listing window changes depending on whether
visitors or cardholders are displayed. If cardholders are displayed (View
> Person Type > Cardholders is selected), the listing window
functions as follows:
The Activate and Deactivate columns are always present, and represent
the activation and deactivation dates of the assigned access level for
each cardholder/visitor or badge ID. If Active Badges is not selected in
the View menu, then the dates shown are the earliest activation date and
the latest deactivation date for all active badges assigned to the
cardholder/visitor.
If Active Badges is selected in the View menu, the listing window
contains a Badge ID column. In this view, the listing window lists
multiple entries for each cardholder/visitor, one for each active badge
assigned to the cardholder/visitor.
Additional columns displayed are determined by the fields listed in the
Selected Fields column of the Cardholder Search Results Lists form in
the Cardholder Options folder. For example, you might want to include
Last Name, First Name, Middle Name, Extension, and Department.
These same columns are displayed on the Select People window.
To sort the listing window’s contents by a particular column, click on
the column heading. Clicking the column heading toggles the sort order
between lowest to highest and highest to lowest.
To select all items in the listing window, click [Select All]. To deselect
all items in the listing window, click [Clear All].
If visitors are displayed instead of cardholders (View > Person Type >
Visitors is selected), the listing window functions the same way, with
one exception:
The columns displayed are determined by the fields listed in the
Selected Fields column of the Visitor Search Results Lists form in the
Cardholder Options folder. For example, you might want to include
Visitor Last Name, Visitor First Name, Visitor Organization, and Visitor
Title. These same columns are displayed on the main Area Access
Manager window.
Personal
Information
push button
Displays cardholder/visitor, badge, and access level information for the
selected cardholder/visitor records. On the Area Access Manager
window, selecting this button is the same as selecting the View menu,
then selecting Personal Information. This button is grayed out until at
least one cardholder/visitor record is selected. If you select multiple
records, you can cycle through them by clicking the arrows in the lower
left corner of the Personal Information window.
revision 37 — 79

A: Access Level Assignment Wizard
Select People Window (Continued)
Form Element Type Comment
Back push button Returns to the previous window in the Access Level Assignment
Wizard. This button is grayed out on the first window in the Access
Level Assignment Wizard.
Next push button Proceeds to the previous window in the Access Level Assignment
Wizard.
Cancel push button Exits the Access Level Assignment Wizard without assigning any
access levels.
Help push button Displays online help.
80 — revision 37

Area Access Manager User Guide
Select Access Levels Window
Select Access Levels Window Overview
The Select Access Levels window is used to:
• assign the specific access levels that will be assigned to cardholders/visitors
who were selected in the Select People window.
• configure any activation/deactivation dates for the selected access levels.
• set an activation and deactivation date for an access level that is assigned to
cardholders or visitors.
revision 37 — 81

A: Access Level Assignment Wizard
Access Level Assignment Wizard
Select Access Levels Window
Form Element Type Comment
Activate Dates push button When an access level is selected and the [Activate Dates] button is
clicked, the Access Level Activation Dates window opens. Using this
window, an activation and deactivation date can be assigned for an
access level that is assigned to cardholders or visitors.
Select All push button Selects all access levels listed.
Clear All push button Deselects all access levels listed.
Access Levels
display
display
A list of access levels you can assign cardholders or visitors to. Click
the icon to the left of the access level listed to select that access level for
assignment. Multiple access levels can be selected.
The definition for an access level can be viewed by right-clicking on an
access level and selecting Level Definition from the right-click menu,
or by double-clicking on an access level. A small window will open that
lists each reader and timezone that makes up the access level.
Back push button Returns to the previous window in the Access Level Assignment
Wizard. This button is grayed out on the first window in the Access
Level Assignment Wizard.
Next push button Proceeds to the previous window in the Access Level Assignment
Wizard.
Cancel push button Exits the Access Level Assignment Wizard without assigning any
access levels.
Help push button Displays online help.
82 — revision 37

Area Access Manager User Guide
Summary Window
Summary Window Overview
The Summary window displays a summary of the access levels that will be
assigned to the selected cardholders, visitors, or active badge IDs. Standard
access levels and temporary access levels are listed separately; temporary access
levels have the configured activation and deactivation date listed beneath them.
The number of names that display in the Summary window is limited to 20.
When assigning more than 20 cardholders or visitors to an access level, “...” is
displayed (to indicate that more cardholders/visitors exist), along with a total
count of the cardholders/visitors selected for the assignment operation.
revision 37 — 83

A: Access Level Assignment Wizard
Access Level Assignment Wizard
Summary Window
Form Element Type Comment
Finish push button Assigns the selected access levels to the selected cardholders. Upon
finishing, the access levels will be assigned to the selected cardholders’
active badges and the badges will be downloaded to the appropriate
panels.
Summary display display Displays the cardholders and the access levels you have selected to
assign them to. Standard access levels and temporary access levels are
listed separately; temporary access levels have the configured activation
and deactivation date listed beneath them.
The number of names that display is limited to 20. When assigning
more than 20 cardholders or visitors to an access level, "..." is displayed
(to indicate that more cardholders/visitors exist), along with a total
count of the cardholders/visitors selected for the assignment operation.
Back push button Returns to the previous window in the Access Level Assignment
Wizard. This button is grayed out on the first window in the Access
Level Assignment Wizard.
Cancel push button Exits the Access Level Assignment Wizard without assigning any
access levels.
Help push button Displays online help.
84 — revision 37

Area Access Manager User Guide
Appendix B:
Bulk Access Level Action Results Window
Bulk Access Level Action Results Window Overview
The Bulk Access Level Action Results window is displayed:
• automatically at the end of the Access Level Assignment Wizard when
multiple cardholder or badge ID records are assigned an access level
• automatically after assigning multiple cardholder or badge ID records
activation and/or deactivation dates
• when removing access levels from two or more cardholders/visitors
• by selecting Log from the View menu
The Bulk Access Level Action Results Windows displays the
AreaAccessManagerCardholderBulk.Log file, which is stored in the
C:\Program Files\B.A.S.I.S.\logs directory. When multiple cardholder or badge
ID records are assigned an access level, the results of the assignment are written
to this log.
Note:
If viewing active badges and performing operations with active badges, this
log will only be written to if you select an active badge for more than one
cardholder. Selecting multiple badges for one cardholder will not get written
to this log.
To view the log simply select Log from the View menu (or navigate to it using Windows
Explorer). If no bulk operations have occurred yet and you select this menu option, an
error message will be displayed. The log file will not be created and written to until the
first bulk access level operation occurs within Area Access Manager.
A failure will be written to the log if:
revision 37 — 85

B: Bulk Access Level Action Results Window
• badges are segmented and you try to assign an access level to a badge that
the current Area Access Manager user does not have segment access to.
• you violate the system/segment hardware settings for the maximum access
level assignments allowed per badge including total, temporary, and
standard access level assignments.
• you violate the system/segment hardware settings for the maximum badge
number length..
Bulk Access Level Action Results Window
Form Element Type Comment
Access Level
Action Results
listing window
display
Displays the AreaAccessManagerCardholderBulk.Log file, which is
stored in the C:\Program Files\B.A.S.I.S.\logs directory. When
multiple cardholder or badge ID records are assigned an access level,
the results of the assignment are written to this log.
Note:
If viewing active badges and performing operations
with active badges, this log will only be written to if
you select an active badge for more than one
cardholder. Selecting multiple badges for one
cardholder will not get written to this log.
If no bulk operations have occurred yet, an error message will be
displayed when Log is selected from the View menu. The log file will
not be created and written to until the first bulk access level operation
occurs within Area Access Manager.
A failure will be written to the log if:
• badges are segmented and you try to assign an access level
to a badge that the current Area Access Manager user does
not have segment access to.
• you violate the system/segment hardware settings for the
maximum access level assignments allowed per badge
including total, temporary, and standard access level
assignments.
• you violate the system/segment hardware settings for the
maximum badge number length.
OK push button Closes the window.
86 — revision 37

Area Access Manager User Guide
Appendix C:
Access Level Activation Dates Window
Access Level Activation Dates Window Overview
The Access Level Activation Dates window is used to configure the activation
and/or deactivation date for access levels. It is displayed by:
• Clicking [Activate Dates] on the Access Level Assignment Wizard: Select
Access Levels window.
• Selecting a record in the listing window of the main Area Access Manager
window, and then selecting Activation Dates from the Edit menu.
revision 37 — 87

C: Access Level Activation Dates Window
Access Level Activation Dates Window
Form Element Type Comment
Assigned Access
Levels display
Activation Date
Deactivation Date
display
checkbox/dropdown
list/spin
buttons
checkbox/dropdown
list/spin
buttons
The access levels listed in the Assigned Access Levels listing window
depend on how the window was opened:
Method 1: In the main window, select the record(s) you wish to assign
activation dates to. From the Edit menu, select Activation Dates. If the
window was opened using this method, then only the currently selected
access level in the Access Level drop-down list on the main Area
Access Manager window will be listed in the Assigned Access Levels
display of the Access Level Activation Dates window since this is the
access level that is currently selected.
Method 2: In the Access Level Assignment Wizard: Select Access
Levels window, click [Activate Dates]. If the window was opened using
this method, whatever access levels were selected in the Access Levels
display on the Access Level Assignment Wizard: Select Access Levels
window will be listed in the Assigned Access Levels display of the
Access Level Activation Dates window.
If the access level should always be activated, then deselect the date
checkbox.
If the access level should be activated on a specific date, then select the
date checkbox and click the arrow to the right of the date checkbox. A
calendar will dropdown, where you can select the activation date.
By default the activation date begins at 12:00 am (midnight). You can
change the time by typing a new time or by using the up and down
arrows to the right of the time field to scroll to the time the access level
should activate.
If the access level should never be deactivated, then deselect the date
checkbox.
If the access level should be deactivated on a specific date, then select
the date checkbox and click the arrow to the right of the date checkbox.
A calendar will dropdown, where you can select the deactivation date.
By default the deactivation date ends at 12:00 am (midnight). You can
change the time by typing a new time or by using the up and down
arrows to the right of the time field to scroll to the time the access level
should deactivate.
Set push button Updates the specified activation and deactivation times if necessary
based on the level of granularity that has been set (in the Granularity
field on the General Cardholder Options form in the Cardholder
Options folder).
For example, if the granularity is set to 30 minutes and an activation
time of 1:01 pm, 1:15 pm, or 1:29 pm is specified, the activation time
will be changed to 1:00 pm. The time is always rounded down to the
nearest increment of granularity.
Clear push button Deselects the Activation and Deactivation date checkbox.
88 — revision 37

Area Access Manager User Guide
Access Level Activation Dates Window (Continued)
Form Element Type Comment
OK push button Closes the Access Level Activation Dates window and applies the
specified changes in activation and/or deactivation date for the access
level that was selected.
Cancel push button Closes the Access Level Activation Dates window without changing the
activation and/or deactivation date for any access levels.
revision 37 — 89

C: Access Level Activation Dates Window
90 — revision 37

Area Access Manager User Guide
Appendix D:
Access Level Activation Dates Filter Window
Access Level Activation Dates Filter Window Overview
The Access Level Activation Dates Filter window is used to filter the results that
are displayed in the listing window on the main Area Access Manager window. It
is displayed by selecting the Access Level/Date Time Filter option from the
View menu.
The current filter settings are displayed in the status bar along the bottom of the
main window, as shown.
revision 37 — 91

D: Access Level Activation Dates Filter Window
Access Level Activation Dates Filter Window
Form Element Type Comment
Activation Date
Deactivation Date
checkbox/dropdown
list/spin
buttons
checkbox/dropdown
list/spin
buttons
The Activation Date fields consist of a date field and a time field. The
date field can only be used for access levels that use BEST or Apollo
access panels that have the Store expiration date field set to “Date
only” or “Date and time”. The time field can only be used for access
levels that use BEST access panels that have the Store expiration date
field set to “Date and time”.
The Activation Date fields work in combination with the Deactivation
Date fields to filter the records shown in the main window.
• If you select an activation date but no deactivation date,
then all records with an activation date after the specified
activation date will be displayed.
• If you select a deactivation date but no activation date, all
records with a deactivation date before the specified
deactivation date will be displayed.
• If you select an activation date and a deactivation date, only
those records whose activation and deactivation dates fall
between the two specified dates will be displayed.
• If you select no activation date or deactivation date, all
records will be displayed.
The Deactivation Date fields consist of a date field and a time field. The
date field can only be used for access levels that use BEST or Apollo
access panels that have the Store expiration date field set to “Date
only” or “Date and time”. The time field can only be used for access
levels that use BEST access panels that have the Store expiration date
field set to “Date and time”.
The Deactivation Date fields work in combination with the Activation
Date fields to filter the records shown in the main window.
• If you select an activation date but no deactivation date,
then all records with an activation date after the specified
activation date will be displayed.
• If you select a deactivation date but no activation date, all
records with a deactivation date before the specified
deactivation date will be displayed.
• If you select an activation date and a deactivation date, only
those records whose activation and deactivation dates fall
between the two specified dates will be displayed.
• If you select no activation date or deactivation date, all
records will be displayed.
OK push button Applies the activation dates filter to the records displayed in the listing
window of the main Area Access Manager window.
92 — revision 37

Area Access Manager User Guide
Access Level Activation Dates Filter Window (Continued)
Form Element Type Comment
Cancel push button Closes the Access Level Activation Dates Filter window without
applying a filter to the search results.
Help push button Displays online help for this window.
revision 37 — 93

D: Access Level Activation Dates Filter Window
94 — revision 37

Area Access Manager User Guide
Index
A
Access Level Assignment wizard ....................... 71
Access Level Assignments to Cardholders By
Segment report............................................. 55
Access Level Assignments to Cardholders report ...
55
Access levels....................................................... 41
Access Level Assignment wizard................ 71
assign to cardholders.................................... 46
control which can be managed by a user..... 41
create standard access levels........................ 41
create temporary access levels..................... 41
definition...................................................... 41
overview ........................................................ 7
remove from cardholders............................. 46
reports
Access Level Assignments to Cardholders
55
Access Level Assignments to Cardholders
By Segment............................ 55
types............................................................. 41
view assignments.................................. 41, 44
Access Levels form (Cardholders folder)
field table ..................................................... 39
Accounts ............................................................. 12
Active badges
access level assignment ............................... 42
view................................................ 21, 26, 42
Allow access levels to be configured as assignable
by users in other segments........................... 42
Application menu................................................ 25
Area Access Manager
main window overview................................ 19
overview ........................................................ 7
report type.................................................... 56
Assign
access levels to cardholders......................... 46
activation and deactivation dates to access
levels..................................................... 52
B
Badge form
field table ..................................................... 37
Badges
multiple active ............................................. 42
view active............................................ 19, 21
C
Cardholder form
field table ..................................................... 33
Cardholders
assign access levels...................................... 46
displaying in Area Access Manager main
window ................................................. 19
person type................................................... 19
remove access levels.................................... 46
shown........................................................... 41
Change
columns displayed on Area Access Manager
main window ........................................ 24
columns displayed on Select People window...
24
user password .............................................. 11
Create
standard access levels .................................. 41
temporary access levels ............................... 41
Customize the Select People and Area Access
Manager main windows............................... 24
D
Disable strong password enforcement ................ 10
E
Edit menu............................................................ 25
Enable strong password enforcement ................. 10
Error messages.................................................... 11
Exit the application ............................................. 18
F
Filter
Access Level Activation Dates Filter window .
91
reports .......................................................... 55
Find People window ........................................... 72
Access Levels form overview...................... 76
Cardholder form overview........................... 72
Visitor form overview ................................. 74
H
Help menu........................................................... 28
I
Introduction........................................................... 7
L
Licensing requirements......................................... 8
In Use setting................................................. 8
revision 37 — 95

Index
Max setting .................................................... 8
Log out of the application................................... 18
Logging in
using automatic single sign-on .................... 15
using manual single sign-on ........................ 17
without using single sign-on........................ 13
M
Main window ............................................... 19, 29
Menus
Application .................................................. 25
Edit............................................................... 25
Help.............................................................. 28
View............................................................. 25
O
Overview
access levels................................................... 7
Area Access Manager.................................... 7
Area Access Manager main window ........... 19
Find People window - Access Levels form . 76
Find People window - Cardholders form..... 72
Find People window - Visitors form ........... 74
Select Access Levels window...................... 81
Select People window.................................. 78
Summary window........................................ 83
P
Password
enable/disable strong password enforcement ...
10
overview ........................................................ 9
standards ...................................................... 10
weak database warning................................ 12
Permissions ........................................................... 8
Person type.......................................................... 26
cardholder .................................................... 19
visitor ........................................................... 19
Print
report............................................................ 61
Print Report Options window ............................. 60
field table ..................................................... 61
R
Remove access levels from cardholders ............. 46
Report Print Preview window............................. 64
field table ..................................................... 65
procedures.................................................... 66
Reports
Access Level Assignments to Cardholders.. 55
Access Level Assignments to Cardholders By
Segment ................................................ 55
Area Access Manager type .......................... 56
configure which are available in Area Access
Manager................................................ 56
filtering ........................................................ 55
make available in Area Access Manager..... 57
Reader Assignments to Cardholders............ 43
remove from Area Access Manager ............ 57
run in Area Access Manager ....................... 57
upgrade implications.................................... 55
Run a report in Area Access Manager................ 57
S
Search
report for specific information..................... 67
Segmentation ...................................................... 42
access level assignment on a segmented system
42
allow access levels to be configured as
assignable by users in other segments.. 42
cardholder segmentation.............................. 43
configure access levels as assignable by users
that have access to other segments ....... 43
Reader Assignments to Cardholders report on a
segmented system................................. 43
Select Access Levels window............................. 81
Select Access Levels window overview............. 81
Select People window......................................... 78
Select People window overview......................... 78
Summary window............................................... 83
Summary window overview ............................... 83
T
Temporary access levels ..................................... 41
Types of access levels......................................... 41
V
View
access level assignments.............................. 44
active badges.................................. 21, 26, 42
menu ............................................................ 25
Visitor form
field table ..................................................... 35
Visitors
assign access levels to.................................. 46
displaying in Area Access Manager main
window ................................................. 19
person type................................................... 19
remove access levels.................................... 46
remove access levels from........................... 46
view multiple active badges for................... 42
96 — revision 37

Area Access Manager User Guide
W
Weak database password warning ...................... 12
Windows
Access Level Activation Dates.................... 87
Access Level Activation Dates Filter .......... 91
Bulk Access Level Action Results .............. 85
main ...................................................... 19, 29
Personal Information ................................... 39
Reports......................................................... 56
Select Access Levels.................................... 81
Select People................................................ 78
Summary...................................................... 83
Windows - Find People....................................... 72
Wizard................................................................. 71
revision 37 — 97

P.O. Box 5044
Indianapolis, IN 46250
Phone: (317) 849-2250
B.A.S.I.S. ® ET Third Edition Area Access Manager User Guide,
Product version 5.10.419, item number E843, revision 37, December 2003
Content of this document copyright © 1994, 1995, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003 & 2004 by
Lenel Systems International, Inc. BadgeDesigner, FormsDesigner, and MapDesigner, are trademarks used
by Best Access Systems with permission from Lenel Systems International, Inc. Windows, Windows XP,
Windows 2000 are trademarks and Microsoft is a registered trademark of Microsoft Corporation. Integral and
FlashPoint are trademarks of Integral Technologies, Inc. Crystal Reports for Windows is a trademark of Crystal
Computer Services, Inc. Oracle is a registered trademark of Oracle Corporation. Other product names mentioned
in this User Guide may be trademarks or registered trademarks of their respective companies and are hereby
acknowledged.
Information in this document is subject to change without notice. No part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written
permission of the authors.
The software described in this document is licensed to Best Access Systems by Lenel Systems International, Inc.
Portions of this product were created using LEADTOOLS © 1991-2004, LEAD Technologies, Inc. ALL RIGHTS
RESERVED. The software includes ImageStream® Graphic Filters. Copyright © 1991-2004 Inso Corporation.
All rights reserved. ImageStream Graphic Filters and ImageStream are registered trademarks of Inso Corporation.