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Advanced Access Control Course 3000

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  1. Advanced Access ControlCourse 3000

    Advanced Cardholder Management Applications CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  2. Area Access Manager

    Documentation References Area Access Manager User Guide CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  3. Area Access Manager Area Access Manager is an application allowing administration of existing access levels to existing cardholders An Area Access Manager user has control over specific access levels that are assigned in System Administration Area Access Manager is access level oriented CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  4. Area Access Manager Browser-based OnGuard Documentation: Area Access Manager User Guide (Browser-based Client) CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  5. User Permissions Access levels must be defined prior to assigning Area Access Manager Levels Access levels are assigned to the Lenel OnGuard user account Only access levels assigned will be accessible from the Area Access Manager program CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  6. User Permissions CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  7. View Only User Permission This user has view-only access to the Area Access Manager application CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  8. System Configuration Cardholder options allows setting up cardholder search results fields and order CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  9. Area Access Manager Functions Login to Area Access Manager Logins administrated from Lenel OnGuard product Assign cardholders to access level Multiple cardholders may be selected Remove cardholders from access level Multiple cardholders may be selected View personal information concerning highlighted cardholder Run reports based on Visitors and Cardholders CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  10. Assign Cardholder Select access level Conduct search of cardholders by selecting Assign Launches wizard Select cardholder(s) to be assigned to selected access level Add cardholders to access level CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  11. Assign Cardholder CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  12. Assign Cardholder CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  13. Remove Cardholder Select access level Select cardholder(s) to be removed from selected access level Remove cardholder from access level by selecting Remove Confirmation message appears CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  14. Display Personal Information Allows viewing of cardholder, badge and access level information of selected cardholder No information may be modified CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  15. Display Cardholder Assignments Selecting access level will display all cardholders assigned to the access level CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  16. Area Access Manager Reports Area Access Manager reports Default Reports Access Level Assignments to Cardholders Access Level Assignments to Cardholders by Segment Additional reports can be added from System Administration Modify report and select type as Area Access Manager CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  17. Visitor Management

    Documentation References Visitor Management User Guide CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  18. Visitor Management Visitor Management is a part of the OnGuard application allowing management of visitor enrollment and visits Visitor Management is controlled by user account permission System Permission Group CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  19. Visitor Management Cardholders may optionally be allowed visitor assignments CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  20. List Builder Visit Types List builder is used to populate the visit types dropdown Used for identifying purpose of visit Badge status When a visitor signs out, one inactive badge status will be assigned to the access control badge CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  21. List Builder CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  22. Visits Configuration Cardholders Options Visits Default time and out Allows customizing visits based on business hours Number of remaining visits Visits purchased as part of software license Refresh rate (in minutes) Refreshes visit information on visit form CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  23. Visits Configuration Sign in now Allows configuring visitors in advance Visitor badge type permissions Allow disposable badge printing Allow access control badge assignment CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  24. Visits Configuration Allow email notification Restricts sending email on creation of visit Email recipients Include default recipients Include host’s email by default Include visitor’s email by default CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  25. Visits Configuration Synchronize active badges and active visits Sets badge activate and deactivate date with visit time in and time out dates Prompt user prior to synchronizing Only prompted on a modify visit Allows user to choose from multiple active badges Badge status for sign out Chooses badge status upon sign out of visitor CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  26. Visits Configuration CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  27. Search Results Cardholder Lists Chooses fields and field order of cardholder information Used when linking cardholder to visitor Visitor Lists Chooses fields and field order of visitor information Used when linking visitor to cardholder CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  28. Search Results CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  29. Search Results Visit Lists Chooses fields and field order of visit information displayed on the visit form CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  30. Person E-mail Fields Person Email Fields (Default recipients) Allows selection of fields used for email notification of visits Cardholder Cardholder E-mail field default Visitor No default E-mail field Linked directory accounts Allows E-mail to be sent from configured linked Directory Accounts to cardholder or visitor CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  31. Person E-mail Fields E-mail fields may be created in FormsDesigner with field properties V-Card field set to Internet E-mail Multiple E-mail fields may be created Personal e-mail account Business e-mail account CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  32. Person E-mail Fields CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  33. Visitor Badge Types Badge type class Visitor – disposable badge No access levels may be assigned Badge ID is a negative number Visitor – access control badge Access levels may be assigned Badge ID is a positive number CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  34. Visitor Badge Types CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  35. Operator Tasks Add New Visitor Add New Visit Sign in visitor Schedule visitor Managing Visits Sign out visitor Status Search capabilities Reporting CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  36. Operator Tasks CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  37. Visit View A single point of managing visits Defaults to displaying active visits for all cardholders and visitors for today Additional filtering may be applied Date Cardholder (host) Visitor Visit status CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  38. Visit View Results may be temporarily rearranged by sliding columns into the order desired Visit results are automatically updated System default rate Refresh rate (in minutes) CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  39. Managing Visits Add new visitor Add a new visit Use existing visit to create new visit Visit information for selected visit Cardholder information for selected visit Visitor information for selected visit CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  40. Add New Visitor Visitors may be enrolled into the system Visit form Cardholder form Person type field adds cardholders or visitors Image, signature, fingerprint and hand template may optionally be used for visitors CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  41. Add New Visitor Visit form Existing visitors may be selected New visitors may be added Capture image or biometrics Import business card Sign in now Scheduled time out CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  42. Add New Visitor Visit details Visit type Contents populated in List Builder Purpose Text field describing visit purpose CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  43. Add New Visitor Visit e-mail notification Default recipients Generally people notified every visit Configured under System Options | Visits tab If segmented database, configured under Segments Cardholder Visitor Additional recipients CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  44. Default Email Recipients CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  45. Add New Visitor System will send e-mail based on configuration to all unique addresses Cardholder/visitor email fields Linked directory accounts Additional email accounts CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  46. Visitor Badge Only badges with visitor badge types are made available for visitors Disposable badges will created when visit is created Access control badge will be assigned to the visitor during the creation of the visit Must be already present in the system and have a status of inactive CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  47. Visitor Badge Badge type class Disposable No access level may be assigned Badge type configuration determines properties Non-disposable (access control badge) Access levels may be assigned Badge type configuration determines properties such as default access group CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  48. Sign In Visit Print disposable badge Select badge type Badge will print to printer defined by Badge Type CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  49. Sign In Visit CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  50. Sign In Visit Access control badge ID Badge must be a visitor class badge Non-disposable Badge ID must currently be in the system The badge will move to the new visitor if assigned to another visitor User will be prompted if the badge is active CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  51. Sign Out Visit Visitor sign out uses current date and time Active badge will be deactivated badge Status configured in Cardholder Options CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  52. Sign Out Visit CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  53. Status Search Search for Visits that meet a certain criteria Scheduled Active Finished CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  54. Visitor / Visit Reporting Visitor Management Reports Default Reports Personnel Without an Active Badge Personnel, Personal Details Visitors Additional reports can be added from System Administration Modify report and select type as Visitor Reports of type Visit do not display in Visitor Management CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  55. Visit Reports in System Administration All current active visits by cardholder, by visitor Visit history All Visitors CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  56. Reports CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  57. Reports CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  58. EL IDVM Visitor Management EL2200 Host Application Browser-based application allowing employees (hosts) to enroll visitors and schedule visits Administration Browser-based application used to configure the visitor management system CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  59. Bulk User Import Utility Bulk User Import Utility found in the OnGuard 2010 program group Used to automatically add OnGuard internal user accounts using existing OnGuard cardholders with directory account linkage Used for IDVM CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  60. Users Automatically created user Used to help filter users that were created for use with the new IDVM Host Applications CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  61. Users Hide users that have been automatically created Will filter out all IDVM users that have been automatically added from view CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  62. IDVM Visitor Management Front Desk Application used to search and add visitors, sign in/out visitors, assign access control badges and print temporary paper badges May be deployed through ClickOnce Kiosk Self service touch screen portal allowing a visitor to logon/search their own visitor record through the use of a 3 of 9 3:1 barcode, capture photo, and print a temporary paper badge CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  63. IDVM – Host Application Calendar in Use Assign Delegates Calendar Functions Schedule New Event Invite / Remove Visitors CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  64. Host Application – Delegates Add / Remove Delegates CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  65. Host Application – Advanced Search CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  66. Outlook Integration Employees have the ability to interact with a single application that they are comfortable with and use on a daily basis Note: Customer must be using Outlook Some companies use Lotus Notes or other email solutions CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  67. Host Application – Outlook Integration Select OnGuard Visitor Management… …and schedule a visit in OnGuard reflected in both Outlook and Visitor Management CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  68. Administration Functions Sign in locations Configures dropdown list when creating an event from the host application Kiosk profiles Set kiosk messages Kiosk Configure Kiosk Locations Other settings Configures badge type for disposable badges CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  69. IDVM - Administration Application CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  70. Front Desk Application Add Events & Visitors Visitor Management Front Desk User Guide CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  71. IDVM Support for the CSS-1000 CSS-1000 is a USB device that will scan in driver licenses and passports Pre-populates OnGuard fields The Front Desk Application Support for Driver license lookup on IDVM Front Desk Application Support for Passport lookup on IDVM Front Desk Application CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  72. Front Desk – Confirming Email Visit Key Barcode Visit e-mail confirmation sent to visitor and host when a visit is scheduled Visit key and Barcode included for interaction with the Kiosk CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  73. Kiosk Hardware Ped 1 Configuration Ped 2 Configuration CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  74. Kiosk Application – Welcome Screen CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  75. Kiosk Application – Sign In Touch the sign in button on the screen Scan the barcode or manually type the visit key contained the email Optional ‘Forgot Visit’ Key will display customizable message to the visitor CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  76. Kiosk Application – Sign Agreement Agreement message can be configured on a per kiosk basis Touch scroll bar on the right hand side of the screen and scroll down Touch the “I have read and Agree” button Touch “Next Step” CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  77. Kiosk Application – Update Visitor Info Visitor may review data and update as required Use scroll bar to show all Visitor Profile data Touch field to “update” information. Touch Next Step CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  78. Kiosk Application – Capture Photo The kiosk has a built in camera to capture visitor photo Click Take Photograph Click Next Step CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  79. Kiosk Application – Print Badge and Sign In Badge may be printed and visitor signed into the system Click Print Badge and Sign In CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)
  80. Summary Area Access Manager Visitor Management IDVM Visitor Management CR3000 - M06.01 - 6.4.500 TU 1 (ID Manage Apps)