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MonitorCast v4.1 Administrative Guide Copyright 2018 –Panasonic System Communications Company of North America Latest updated: Monday, February 05, 2018

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Page 1: MonitorCast v4.1 Administrative Guidedownloadvi.com/downloads/AccessControl/MonitorCast/...Copyright 2017 – Panasonic System Communications Company of North America Last updated:

MonitorCast v4.1

Administrative Guide

Copyright 2018 –Panasonic System Communications Company of North America

Latest updated: Monday, February 05, 2018

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Copyright 2017 – Panasonic System Communications Company of North America

Last updated: Monday, February 05, 2018

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CONTENTS

VIDEO INSIGHT SOFTWAVIDEO INSIGHT SOFTWAVIDEO INSIGHT SOFTWAVIDEO INSIGHT SOFTWARE LICENSE AGREEMENTRE LICENSE AGREEMENTRE LICENSE AGREEMENTRE LICENSE AGREEMENT .................................................................................................................................................................................................................................................................................................................................... 5555

SYSTEM OVERVIEWSYSTEM OVERVIEWSYSTEM OVERVIEWSYSTEM OVERVIEW .................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... 9999

SYSTEM REQUIREMENTS .............................................................................................................................. 1-9

INSTALLATION BEST PRINSTALLATION BEST PRINSTALLATION BEST PRINSTALLATION BEST PRACTICACTICACTICACTICESESESES ........................................................................................................................................................................................................................................................................................................................................................................................................................ 8888

INSTALLATION .................................................................................................................................................. 9 ACTIVATION .................................................................................................................................................... 12 SERVER CONFIGURATION SETUP ................................................................................................................... 14 ACCESS CONTROL SERVER POST CONFIGURATION MODIFICATION ........................................................... 14 MANAGER TOOLS ........................................................................................................................................... 15

System Backup, Restore & Scheduling ............................................................................................. 17

ADVANTACED ADVANTACED ADVANTACED ADVANTACED CONFIGURATIONSCONFIGURATIONSCONFIGURATIONSCONFIGURATIONS ........................................................................................................................................................................................................................................................................................................................................................................................................ 20202020

ACTIVE DIRECTORY ......................................................................................................................................... 20 VMS SERVER ................................................................................................................................................... 22

PERSONNEL IMPORTPERSONNEL IMPORTPERSONNEL IMPORTPERSONNEL IMPORT .................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... 24242424

ACTIVE DIRECTORY – IMPORT ALL PERSONNEL ........................................................................................... 24 ACTIVE DIRECTORY – IMPORT BY GROUP ..................................................................................................... 25 CSV IMPORT .................................................................................................................................................... 27 USER GROUP IMPORT: VMS AND ACTIVE DIRECTORY ................................................................................ 28 PERSONNEL EXPORT ...................................................................................................................................... 29 SYSTEM LOG VIEWER ..................................................................................................................................... 31

RULES MANAGERRULES MANAGERRULES MANAGERRULES MANAGER ........................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ 32323232

RULE TYPES ..................................................................................................................................................... 32 Creating Rules .................................................................................................................................... 29

BADGE PRINTINGBADGE PRINTINGBADGE PRINTINGBADGE PRINTING ........................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ 42424242

DESIGN MODE ................................................................................................................................................ 42 Data Text .......................................................................................................................................... 44 Data Image ........................................................................................................................................ 46 Static and Database Barcode ........................................................................................................... 48 Print Mode ......................................................................................................................................... 48

WEB CLIENT LOGINWEB CLIENT LOGINWEB CLIENT LOGINWEB CLIENT LOGIN ............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ 50505050

AUTHENTICATION .......................................................................................................................................... 50 Dashboard ......................................................................................................................................... 51 Reports ............................................................................................................................................... 58 Hardware ........................................................................................................................................... 63 Anti Passback ..................................................................................................................................... 66 Elevator Control ................................................................................................................................. 72

HARDWARE AND PERSONNHARDWARE AND PERSONNHARDWARE AND PERSONNHARDWARE AND PERSONNEL SCHEDULESEL SCHEDULESEL SCHEDULESEL SCHEDULES ............................................................................................................................................................................................................................................................................................................................................ 77777777

BASIC SCHEDULES .......................................................................................................................................... 78

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Holiday Mask ..................................................................................................................................... 79 SnowDay Mask .................................................................................................................................. 79

HOLIDAY SCHEDULES ..................................................................................................................................... 79 ONE TIME SCHEDULE ..................................................................................................................................... 81 DOOR SCHEDULES .......................................................................................................................................... 81

Advanced Schedules .......................................................................................................................... 84 Daylight Savings Settings .................................................................................................................. 85

PERSONNEL AND USERS ................................................................................................................................ 86 Personnel ........................................................................................................................................... 86 Users .................................................................................................................................................. 94

Personnel Filtering: ....................................................................................................................................... 96

HELP & SUPPORT RESOUHELP & SUPPORT RESOUHELP & SUPPORT RESOUHELP & SUPPORT RESOURCESRCESRCESRCES ........................................................................................................................................................................................................................................................................................................................................................................................................................ 92929292

REMOTE SUPPORT ......................................................................................................................................... 92 CONTACT US ................................................................................................................................................... 92

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VIDEO INSIGHT SOFTWARE LICENSE AGREEMENT IMPORTANT – READ CAREFULLY BEFORE ACCESSING VIDEO INSIGHT SOFTWARE: This license agreement

(License Agreement) is a legal agreement between the individual, corporate or other entity or governmental

entity, as applicable, that is licensing the Software (referred to herein as You or Licensee) and Video Insight,

Inc. and its suppliers (collectively, Video Insight or Licensor) for the Software (the Software).

FEDERAL GOVERNMENT LICENSEES: You or Licensee refers to an Ordering Activity, as defined in GSA OrdFEDERAL GOVERNMENT LICENSEES: You or Licensee refers to an Ordering Activity, as defined in GSA OrdFEDERAL GOVERNMENT LICENSEES: You or Licensee refers to an Ordering Activity, as defined in GSA OrdFEDERAL GOVERNMENT LICENSEES: You or Licensee refers to an Ordering Activity, as defined in GSA Order er er er

ADM4800.2G and as revised from time to timeADM4800.2G and as revised from time to timeADM4800.2G and as revised from time to timeADM4800.2G and as revised from time to time

USERS OTHER THAN FEDERAL GOVERNMENT LICENSEES:USERS OTHER THAN FEDERAL GOVERNMENT LICENSEES:USERS OTHER THAN FEDERAL GOVERNMENT LICENSEES:USERS OTHER THAN FEDERAL GOVERNMENT LICENSEES: BY USING OR ACCESSING THE SOFTWARE; LOADING

THE SOFTWARE OR ALLOWING THE SOFTWARE TO BE LOADED; OR UTILIZING ANY DEVICE OR OTHERWISE

UTILIZING THE SERVICES OR FUNCTIONALITY OF THE SOFTWARE, YOU AGREE TO BE BOUND BY THE TERMS OF

THIS LICENSE AGREEMENT. IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE AGREEMENT, YOU MAY

RETURN THE SOFTWARE TO YOUR PLACE OF PURCHASE FOR A FULL REFUND.

FEDERAL GOVERNMENT LICENSEESFEDERAL GOVERNMENT LICENSEESFEDERAL GOVERNMENT LICENSEESFEDERAL GOVERNMENT LICENSEES: THE AUTHORIZED CONTRACTING OFFICER ACCEPTED THE TERMS OF THIS

LICENSE AGREEMENT IN ACCORDANCE WITH FAR 1.601(a).

1.1.1.1. GRANT OF LICENSE.GRANT OF LICENSE.GRANT OF LICENSE.GRANT OF LICENSE.

a. Overview of the License Agreement. This License Agreement describes Your rights to use or

otherwise utilize the services of the Software. This License Agreement does not entitle You to any

ownership rights of the programming code. The Software is licensed, not sold. The Software is

protected by copyright and other intellectual property laws and treaties. Video Insight owns the title,

copyright and other intellectual property rights in the Software. You may not rent, lease, or lend the

Software or the License Agreement.

b. Product Coverage. You may also use this License Agreement to access or otherwise use the

services or functionality of Video Insight Software utilized by other individuals or entities provided

that the other individuals or entities obtain a valid license.

c. System Limits. You may use the Software with one unique system identified by its unique

capture board. Each unique system requires a separate License Agreement.

2.2.2.2. TERMINATION (TERMINATION (TERMINATION (TERMINATION (NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES): Without prejudice to any

other rights, Video Insight may terminate this License Agreement if You do not abide by the terms and

conditions herein, in which case you must destroy all copies of the Software and return all component parts.

3.3.3.3. TRANSFER.TRANSFER.TRANSFER.TRANSFER. You may move the Software to a different server.

4.4.4.4. LIMITATION ON REVERSE ENGINEERING, DECOMPILATION AND DISASSEMBLY.LIMITATION ON REVERSE ENGINEERING, DECOMPILATION AND DISASSEMBLY.LIMITATION ON REVERSE ENGINEERING, DECOMPILATION AND DISASSEMBLY.LIMITATION ON REVERSE ENGINEERING, DECOMPILATION AND DISASSEMBLY. You may not reverse

engineer, decompile, or disassemble the Software.

5.5.5.5. CONSENT TO USE OF DATA.CONSENT TO USE OF DATA.CONSENT TO USE OF DATA.CONSENT TO USE OF DATA. You agree that Video Insight and its affiliates may collect and use any

technical information You provide as part of support services related to the Product. Video Insight agrees not

to use this information in a form that personally identifies You.

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6.6.6.6. LLLLIMITED WARRANTY.IMITED WARRANTY.IMITED WARRANTY.IMITED WARRANTY. Because of uncertain or unknown conditions and incidental hazards under which

the Software is used, Video Insight does not warrant or guarantee that any particular result will be achieved.

You understand and agree that suppliers and/or installers of the Software are independent contractors that

are not employed by or under the control of Video Insight. Video Insight disclaims all liability and responsibility

for damages or other loss caused by any independent supplier/installer or other third-party. The sole and

exclusive warranty provided by Video Insight is that (1) the media on which the Software is furnished will be

free of defects in materials and workmanship; and (2) the Software substantially conforms to its published

specifications (the Limited Warranty). The Software is warranted only for its initial installation. This warranty

shall survive inspection of, payment for and acceptance of the Software, but in any event shall expire ninety

(90) days after the date you receive the Software, unless prohibited by law. As to any defects discovered after

ninety days from receipt, there is no warranty or condition of any kind. Any supplements or updates to the

Software, including without limitation any (if any) service packs or hotfixes provided to You after the expiration

of the ninety-day Limited Warranty period are not covered by any warranty or condition, express, implied or

statutory. Except for the Limited Warranty and to the maximum extent permitted by applicable law, Video Except for the Limited Warranty and to the maximum extent permitted by applicable law, Video Except for the Limited Warranty and to the maximum extent permitted by applicable law, Video Except for the Limited Warranty and to the maximum extent permitted by applicable law, Video

InsighInsighInsighInsight provides the Software and support services (if any) AS IS AND WITH ALL FAULTS. THERE ARE NO OTHER t provides the Software and support services (if any) AS IS AND WITH ALL FAULTS. THERE ARE NO OTHER t provides the Software and support services (if any) AS IS AND WITH ALL FAULTS. THERE ARE NO OTHER t provides the Software and support services (if any) AS IS AND WITH ALL FAULTS. THERE ARE NO OTHER

WARRANTIES (NOR REPRESENTATIONS) HEREUNDER OR ELSEWHERE MADE BY VIDEO INSIGHT, EXPRESS OR WARRANTIES (NOR REPRESENTATIONS) HEREUNDER OR ELSEWHERE MADE BY VIDEO INSIGHT, EXPRESS OR WARRANTIES (NOR REPRESENTATIONS) HEREUNDER OR ELSEWHERE MADE BY VIDEO INSIGHT, EXPRESS OR WARRANTIES (NOR REPRESENTATIONS) HEREUNDER OR ELSEWHERE MADE BY VIDEO INSIGHT, EXPRESS OR

IMPLIED, AND ALL OTHER WARRANTIES, INCLUDING, BUT NOT LIMITED TO,IMPLIED, AND ALL OTHER WARRANTIES, INCLUDING, BUT NOT LIMITED TO,IMPLIED, AND ALL OTHER WARRANTIES, INCLUDING, BUT NOT LIMITED TO,IMPLIED, AND ALL OTHER WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF THE IMPLIED WARRANTIES OF THE IMPLIED WARRANTIES OF THE IMPLIED WARRANTIES OF

MERCHANTABILITY, SUITABILITY AND FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, SUITABILITY AND FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, SUITABILITY AND FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, SUITABILITY AND FITNESS FOR A PARTICULAR PURPOSE, OFOFOFOF GOODGOODGOODGOOD ANDANDANDAND WORKMANLIKEWORKMANLIKEWORKMANLIKEWORKMANLIKE

PERFORMANCE,PERFORMANCE,PERFORMANCE,PERFORMANCE, ALLALLALLALL WITHWITHWITHWITH REGARDREGARDREGARDREGARD TOTOTOTO THETHETHETHE SOFTWARESOFTWARESOFTWARESOFTWARE ANDANDANDAND THETHETHETHE PROVISIONPROVISIONPROVISIONPROVISION OFOFOFOF OROROROR FAILUREFAILUREFAILUREFAILURE TOTOTOTO PROVIDEPROVIDEPROVIDEPROVIDE SUPPORTSUPPORTSUPPORTSUPPORT

SERVICES,SERVICES,SERVICES,SERVICES, ARE DISCLAIMED BY VIDEO INSIGHT ARE DISCLAIMED BY VIDEO INSIGHT ARE DISCLAIMED BY VIDEO INSIGHT ARE DISCLAIMED BY VIDEO INSIGHT AND EXCLUDED FROM THIS AGREEMENT. ALSO, THERE IS NO AND EXCLUDED FROM THIS AGREEMENT. ALSO, THERE IS NO AND EXCLUDED FROM THIS AGREEMENT. ALSO, THERE IS NO AND EXCLUDED FROM THIS AGREEMENT. ALSO, THERE IS NO

WARRANTY OR CONDITION OF TITLE, QUIET ENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO WARRANTY OR CONDITION OF TITLE, QUIET ENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO WARRANTY OR CONDITION OF TITLE, QUIET ENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO WARRANTY OR CONDITION OF TITLE, QUIET ENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO

DESCRIPTION OR NONDESCRIPTION OR NONDESCRIPTION OR NONDESCRIPTION OR NON----INFRINGEMENT WITH REGARD TO THE SOFTWARE. NO AFFIRMATION WHETHER BY INFRINGEMENT WITH REGARD TO THE SOFTWARE. NO AFFIRMATION WHETHER BY INFRINGEMENT WITH REGARD TO THE SOFTWARE. NO AFFIRMATION WHETHER BY INFRINGEMENT WITH REGARD TO THE SOFTWARE. NO AFFIRMATION WHETHER BY

WORDS OR ACTIONS BY VIDEO INSIWORDS OR ACTIONS BY VIDEO INSIWORDS OR ACTIONS BY VIDEO INSIWORDS OR ACTIONS BY VIDEO INSIGHT, ITS AGENTS, EMPLOYEES OR REPRESENTATIVES SHALL CONSTITUTE A GHT, ITS AGENTS, EMPLOYEES OR REPRESENTATIVES SHALL CONSTITUTE A GHT, ITS AGENTS, EMPLOYEES OR REPRESENTATIVES SHALL CONSTITUTE A GHT, ITS AGENTS, EMPLOYEES OR REPRESENTATIVES SHALL CONSTITUTE A

WARRANTY. APPLICABLE TO FEDERAL GOVERNMENT LICENSEES: THIS AGREEMENT DOES NOT LIMIT OR WARRANTY. APPLICABLE TO FEDERAL GOVERNMENT LICENSEES: THIS AGREEMENT DOES NOT LIMIT OR WARRANTY. APPLICABLE TO FEDERAL GOVERNMENT LICENSEES: THIS AGREEMENT DOES NOT LIMIT OR WARRANTY. APPLICABLE TO FEDERAL GOVERNMENT LICENSEES: THIS AGREEMENT DOES NOT LIMIT OR

DISCLAIM ANY OF THE WARRANTIES SPECIFIED IN THE GSA SCHEDULE 70 CONTRACT UNDER FAR 52.212DISCLAIM ANY OF THE WARRANTIES SPECIFIED IN THE GSA SCHEDULE 70 CONTRACT UNDER FAR 52.212DISCLAIM ANY OF THE WARRANTIES SPECIFIED IN THE GSA SCHEDULE 70 CONTRACT UNDER FAR 52.212DISCLAIM ANY OF THE WARRANTIES SPECIFIED IN THE GSA SCHEDULE 70 CONTRACT UNDER FAR 52.212----4(O). 4(O). 4(O). 4(O).

IN THE IN THE IN THE IN THE EVENT OF A BREACH OF WARRANTY. THE U.S. GOVERNMENT RESERVES ALL RIGHTS AND REMEDIES EVENT OF A BREACH OF WARRANTY. THE U.S. GOVERNMENT RESERVES ALL RIGHTS AND REMEDIES EVENT OF A BREACH OF WARRANTY. THE U.S. GOVERNMENT RESERVES ALL RIGHTS AND REMEDIES EVENT OF A BREACH OF WARRANTY. THE U.S. GOVERNMENT RESERVES ALL RIGHTS AND REMEDIES

UNDER THE CONTRACT, THE FEDERAL ACQUISITION REGULATIONS, AND THE CONTRACT DISPUTES ACT, 41 USC UNDER THE CONTRACT, THE FEDERAL ACQUISITION REGULATIONS, AND THE CONTRACT DISPUTES ACT, 41 USC UNDER THE CONTRACT, THE FEDERAL ACQUISITION REGULATIONS, AND THE CONTRACT DISPUTES ACT, 41 USC UNDER THE CONTRACT, THE FEDERAL ACQUISITION REGULATIONS, AND THE CONTRACT DISPUTES ACT, 41 USC

7101710171017101----7109.7109.7109.7109.

7.7.7.7. Limited and Exclusive Remedy. Limited and Exclusive Remedy. Limited and Exclusive Remedy. Limited and Exclusive Remedy. Video Insight’s sole responsibility and Your exclusive remedy for any

nonconformance or defect is expressly limited to the refund of the purchase price paid, if any, or the

replacement of the Software determined by Video Insight, in its sole discretion, to possess such a defect. As a

condition precedent to any remedy described herein, or otherwise available to You, You shall seek and accept

Video Insight’s reasonable effort to replace the allegedly defective or nonconforming Software. In furtherance

of such undertaking, if You reasonably believe that the Software contains a defect or nonconformity for which

Video Insight is responsible, You shall inform Video Insight immediately by telephone at (713) 621-9779 and by

providing written notification to Video Insight within forty-eight (48) hours of discovery. All returned Software

shall be shipped at customer’s expense. This Limited Warranty is void if failure of the Software has resulted

from accident, abuse, misapplication, abnormal use, or a virus. Any replacement Software will be warranted

for the remainder of the original warranty period or thirty (30) days, whichever is longer.

8.8.8.8. NO CONSEQUENTIAL OR OTHER DAMAGES. NO CONSEQUENTIAL OR OTHER DAMAGES. NO CONSEQUENTIAL OR OTHER DAMAGES. NO CONSEQUENTIAL OR OTHER DAMAGES. NOTWITHSTANDING ANYTHING TO THE CONTRARY,

EXPRESS OR IMPLIED, (1) VIDEO INSIGHT’S LIABILITY FOR ANY CLAIM OR ACTION OF ANY KIND ARISING OUT

OF, IN CONNECTION WITH OR RESULTING FROM THE MANUFACTURE, SALE, DELIVERY, RESALE, TRANSFER,

USE OR REPAIR OF THE SOFTWARE OR SERVICES RENDERED BY VIDEO INSIGHT SHALL NOT EXCEED THE PRICE,

IF ANY, YOU PAID FOR THE SOFTWARE OR $5.00, WHICHEVER IS GREATER; AND (2) VIDEO INSIGHT SHALL IN

NO EVENT BE LIABLE FOR SPECIAL, INDIRECT, PUNITIVE, INCIDENTAL OR CONSEQUENTIAL DAMAGES OR

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CONTINGENT LIABILITIES ARISING OUT OF THIS LICENSE AGREEMENT OR THE FAILURE OF THE SOFTWARE TO

OPERATE PROPERLY, INCLUDING BUT NOT LIMITED TO ANY DAMAGE OCCASIONED BY DELAY, DOWNTIME, LOST

BUSINESS OPPORTUNITY, LOSS OF CONFIDENTIAL INFORMATION, LOSS OF PRIVACY, LOST PROFITS OR

OTHERWISE (NOTWITHSTANDING THE CAUSE OF SUCH DAMAGE AND WHETHER OR NOT CAUSED BY VIDEO

INSIGHT’S NEGLIGENCE, FAULT OR STRICT LIABILITY). CUSTOMER ASSUMES THE RISK FOR AND INDEMNIFIES

VIDEO INSIGHT FROM AND AGAINST ALL LIABILITIES FOR ANY LOSS, DAMAGE OR INJURY TO PERSONS OR

PROPERTY ARISING OUT OF, CONNECTED WITH OR RESULTING FROM THE USE OF OR INABILITY TO USE THE

SOFTWARE, THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES, OR THE POSSESSION, USE OR

APPLICATION OF THE SOFTWARE, EITHER ALONE OR IN COMBINATION WITH OTHER PRODUCTS. VIDEO

INSIGHT ASSUMES NO RESPONSIBILITY OR LIABILITY, WHETHER EXPRESS OR IMPLIED, WHETHER IN TORT OR

IN CONTRACT, AS TO THE CAPACITY OF THE SOFTWARE TO SATISFY THE REQUIREMENT OF ANY LAW, RULE,

SPECIFICATION, OR CONTRACT PERTAINING THERETO, INCLUDING, BUT NOT LIMITED TO, ANY CONTRACT

BETWEEN ANY CUSTOMER OF ITS PRODUCTS AND PARTIES WITH WHOM SUCH CUSTOMER HAS CONTRACTED.

APPLICABLE TO DEDERAL GOVERNMENT LICENSEES:APPLICABLE TO DEDERAL GOVERNMENT LICENSEES:APPLICABLE TO DEDERAL GOVERNMENT LICENSEES:APPLICABLE TO DEDERAL GOVERNMENT LICENSEES: THIS CLAUSE SHALL NOT IMPAIR THE U.S. GOVERNMENT’S

RIGHT TO RECOVER FOR FRAUD OR CRIMES ARISING OUT OF OR RELATED TO THIS AGREEMENT UNDER ANY

FEDERAL FRAUD STATUTE. FURTHERMORE, THIS CLAUSE SHALL NOT IMPAIR NOR PREJUDICE THE U.S.

GOVERNMENT’S RIGHT TO EXPRESS REMEDIES PROVIDED IN THE SCHEDULE CONTRACT (I.E. PRICE

REDUCTIONS, PATENT INDEMNIFICATION, LIABILITY FOR INJURY OR DAMAGE, PRICE ADJUSTMENT, FAILURE

TO PROVIDE ACCURATE INFORMATION.)

9.9.9.9. INDEMNIFICATION (INDEMNIFICATION (INDEMNIFICATION (INDEMNIFICATION (NOTNOTNOTNOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)APPLICABLE TO FEDERAL GOVERNMENT LICENSEES):::: YOU AGREE TO PROTECT, YOU AGREE TO PROTECT, YOU AGREE TO PROTECT, YOU AGREE TO PROTECT,

INDEMNIFY, HINDEMNIFY, HINDEMNIFY, HINDEMNIFY, HOLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS, DEMANDS, LIENS, OLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS, DEMANDS, LIENS, OLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS, DEMANDS, LIENS, OLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS, DEMANDS, LIENS,

CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES OF ANY NATURE WHATSOEVER ARISING IN ANY CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES OF ANY NATURE WHATSOEVER ARISING IN ANY CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES OF ANY NATURE WHATSOEVER ARISING IN ANY CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES OF ANY NATURE WHATSOEVER ARISING IN ANY

MANNER, DIRECTLY OR INDIRECTLY OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OMANNER, DIRECTLY OR INDIRECTLY OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OMANNER, DIRECTLY OR INDIRECTLY OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OMANNER, DIRECTLY OR INDIRECTLY OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OR INCIDENTAL TO R INCIDENTAL TO R INCIDENTAL TO R INCIDENTAL TO

(1) YOUR WORK OR OPERATIONS WITH THE SOFTWARE REGARDLESS OF CAUSE OR OF THE SOLE, CONCURRENT (1) YOUR WORK OR OPERATIONS WITH THE SOFTWARE REGARDLESS OF CAUSE OR OF THE SOLE, CONCURRENT (1) YOUR WORK OR OPERATIONS WITH THE SOFTWARE REGARDLESS OF CAUSE OR OF THE SOLE, CONCURRENT (1) YOUR WORK OR OPERATIONS WITH THE SOFTWARE REGARDLESS OF CAUSE OR OF THE SOLE, CONCURRENT

OR CONTINUING FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS EMPLOYEES OR AGENTS; OR (2) ANY BREACH OR CONTINUING FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS EMPLOYEES OR AGENTS; OR (2) ANY BREACH OR CONTINUING FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS EMPLOYEES OR AGENTS; OR (2) ANY BREACH OR CONTINUING FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS EMPLOYEES OR AGENTS; OR (2) ANY BREACH

OR FAILURE TO COMPLY WITH ANY OF THE PROVISIONS OFOR FAILURE TO COMPLY WITH ANY OF THE PROVISIONS OFOR FAILURE TO COMPLY WITH ANY OF THE PROVISIONS OFOR FAILURE TO COMPLY WITH ANY OF THE PROVISIONS OF THIS LICENSE AGREEMENT. YOU AGREE TO THIS LICENSE AGREEMENT. YOU AGREE TO THIS LICENSE AGREEMENT. YOU AGREE TO THIS LICENSE AGREEMENT. YOU AGREE TO

PROTECT, INDEMNIFY, HOLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS, PROTECT, INDEMNIFY, HOLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS, PROTECT, INDEMNIFY, HOLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS, PROTECT, INDEMNIFY, HOLD HARMLESS AND DEFEND VIDEO INSIGHT FROM AND AGAINST ANY CLAIMS,

DEMANDS, LIENS, CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES FOR INJURY TO OR DEATH OF YOU, DEMANDS, LIENS, CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES FOR INJURY TO OR DEATH OF YOU, DEMANDS, LIENS, CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES FOR INJURY TO OR DEATH OF YOU, DEMANDS, LIENS, CAUSES OF ACTION, JUDGMENTS, LOSSES AND LIABILITIES FOR INJURY TO OR DEATH OF YOU,

YOUR AGENTS OR EMPLOYEES OR ANYOUR AGENTS OR EMPLOYEES OR ANYOUR AGENTS OR EMPLOYEES OR ANYOUR AGENTS OR EMPLOYEES OR ANY EMPLOYEE OR AGENTS OF ANY COY EMPLOYEE OR AGENTS OF ANY COY EMPLOYEE OR AGENTS OF ANY COY EMPLOYEE OR AGENTS OF ANY CO----VENTURER, CONTRACTOR, VENTURER, CONTRACTOR, VENTURER, CONTRACTOR, VENTURER, CONTRACTOR,

SUBCONTRACTOR OR PERSONS AT YOUR WORK LOCATION ARISING IN ANY MANNER, DIRECTLY OR INDIRECTLY, SUBCONTRACTOR OR PERSONS AT YOUR WORK LOCATION ARISING IN ANY MANNER, DIRECTLY OR INDIRECTLY, SUBCONTRACTOR OR PERSONS AT YOUR WORK LOCATION ARISING IN ANY MANNER, DIRECTLY OR INDIRECTLY, SUBCONTRACTOR OR PERSONS AT YOUR WORK LOCATION ARISING IN ANY MANNER, DIRECTLY OR INDIRECTLY,

OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OR INCIDENTAL TO YOUR WORK OR OPERATIONS OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OR INCIDENTAL TO YOUR WORK OR OPERATIONS OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OR INCIDENTAL TO YOUR WORK OR OPERATIONS OUT OF OR IN CONNECTION WITH OR IN THE COURSE OF OR INCIDENTAL TO YOUR WORK OR OPERATIONS

WITH THE SOFTWARE, WITH THE SOFTWARE, WITH THE SOFTWARE, WITH THE SOFTWARE, REGARDLESS OF CAUSE OR OF ANY FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS REGARDLESS OF CAUSE OR OF ANY FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS REGARDLESS OF CAUSE OR OF ANY FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS REGARDLESS OF CAUSE OR OF ANY FAULT OR NEGLIGENCE OF VIDEO INSIGHT OR ITS

EMPLOYEES OR AGENTS.EMPLOYEES OR AGENTS.EMPLOYEES OR AGENTS.EMPLOYEES OR AGENTS.

10.10.10.10. SEVERANCE:SEVERANCE:SEVERANCE:SEVERANCE: Should any provision of this License Agreement, or a portion thereof, be unenforceable

or in conflict with the laws of the United States of America or of any state or jurisdiction which governs any

transaction between Video Insight and You, then the validity of the remaining provisions, and any portion

thereof, shall not be affected by such unenforceability or conflict, and this License Agreement shall be

considered as if such provision, or portion thereof, were not contained herein.

11.11.11.11. UNLAWFUL PURPOSE.UNLAWFUL PURPOSE.UNLAWFUL PURPOSE.UNLAWFUL PURPOSE. Use of the Software for any unlawful purpose or in any unlawful manner, use

for any improper or unintended use, or use by anyone other than you is strictly prohibited and constitutes a

material breach of this License Agreement.

12.12.12.12. APPLICABLE LAW.APPLICABLE LAW.APPLICABLE LAW.APPLICABLE LAW.

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a. LICENSEES OTHER THAN FEDERAL GOVERNMENT LICENSEES: This License Agreement is governed by

the laws of the State of Texas. Video Insight and Licensee hereby agree that exclusive jurisdiction of any,

controversy, claim, suit or proceeding arising out of or relating in any way to the Software or this License

Agreement or the breach, termination or invalidity thereof shall lie within the courts of the State of Texas or

within the courts of the United States of America located within the Southern District of Texas. Video Insight

and Licensee consent to venue and jurisdiction within the Courts of Harris County, Texas.

b. FEDERAL GOVERNMENT LICENSEES: This License Agreement is governed by the laws of the United

States. Video Insight and Licensee hereby agree that exclusive jurisdiction of any, controversy, claim, suit or

proceeding arising out of or relating in any way to the Software or this License Agreement or the breach,

termination or invalidity thereof shall lie within the courts of the United States of America.

13.13.13.13. NO WAIVER:NO WAIVER:NO WAIVER:NO WAIVER: Failure to enforce any or all of this License Agreement in a particular instance shall not

act as a waiver or preclude subsequent enforcement.

14.14.14.14. ENTIRE AGREEMENT (NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)ENTIRE AGREEMENT (NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)ENTIRE AGREEMENT (NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES)ENTIRE AGREEMENT (NOT APPLICABLE TO FEDERAL GOVERNMENT LICENSEES). This License Agreement

(including any addendum or amendment to this License Agreement which is included with the Software)

constitutes the entire agreement between You and Video Insight relating to the Software and any support

services, and this License Agreement supersedes all prior or contemporaneous oral or written

communications, proposals, and representations with respect to the Software or any other subject matter

covered by this License Agreement. To the extent the terms of any Video Insight policies or programs for

support services conflict with the terms of the License Agreement, the terms of the License Agreement shall

control.

15. 15. 15. 15. This software is of U.S. origin and is subject to the Export Administration Regulations. Diversion contrary to

U.S. law is prohibited.

HOUSTON 6467133v.3

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SYSTEM OVERVIEW MonitorCast MonitorCast MonitorCast MonitorCast v4.1v4.1v4.1v4.1 is an enterprise class access control product that has the most common security requested

features including unlimited scalability, simultaneous users and integration to video management.

MonitorCast v4.1 is available to certified partners who attend our specific training class and/or currently sell

Mercury based access control systems. MonitorCast v4.1 is designed to support Mercury access control

boards and does not require hardware to be purchased from Panasonic. Boards from existing installations and

vendors are supported without modification.

The system can run standalone or can run on the Video Insight IP Server. Installation includes Microsoft SQL

Server Express and existing standard and enterprise versions of 2008 and 2012 SQL Server are supported with

all virtualization platforms supported.

MonitorCast v4.1 is designed for single server installations. It has the capability of supporting an enterprise-

level corporate campus, school district, college campus, a single stand-alone multi-level building and even

small private-home environments when implemented. The server communicates to the boards on the default

port of 3001, but is user configurable. It is recommended that communication between the MonitorCast v4.1

Server and the Mercury boards to be in a separated, isolated, network with no public access.

● Designed compatibility for Mercury

Hardware and other manufacturers (Mercury

EP1501, EP1502, EP2500, EP4502, MR50,

MR51e, MR52, MR16I/O and Bridge M5

hardware supported)

● Completely browser based

● Seamless Integration with Video Insight

Server or standalone installation

● Unlimited scalability with SQL Server

based backend

● HID Keypad Support (4/8 bit)

● Unlimited client connections

● Door Access Levels and Management

● Alarm Acknowledgement

● Scheduling including Holiday Support

● Map based alarms (with Video Insight

VI Monitor 6 and VIM+ 7)

● Dashboard for real time reporting with

Event filtering

● Active Directory and VMS Integration

● Backup and restore features

● Badge Print Support

● Rules Manager Support

● Door Override Capabilities

● Various Reports included with export

features (PDF and Excel™)

● Anti-Passback and Occupancy Control

● Alarm Email notification

SYSTEM REQUIREMENTS MonitorCast v4.1 can run standalone or can run on any Video Insight IP Server.

The minimum recommended system requirements are listed below:

Operating SystemOperating SystemOperating SystemOperating System Windows 2008 or 2012 recommended

FrameworkFrameworkFrameworkFramework .NET Framework 4.5 (or above)

ProcessorProcessorProcessorProcessor Intel i5 class processor or higher

RAMRAMRAMRAM 8GB of memory

Hard Drive Hard Drive Hard Drive Hard Drive 200GB of storage

BrowserBrowserBrowserBrowser Internet Explorer 11+ / Mozilla Firefox / Google Chrome 37+

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INSTALLATION BEST PRACTICES For best results during installation, follow the installation steps in the order presented:

Hardware Setup / Wiring with Mercury – please refer to installation documents on DownloadVI.com.

1. IIS Setup

2. Hardware Config

3. Installation Setup

4. Server Configuration &

Activation

5. Door Schedules

6. Access Levels

7. Personnel or Import

Personnel

NoteNoteNoteNote: Administrator rights on the operaOng system are required to install MonitorCast vP.Q.

Upon completion of the steps above, it is recommended that the service is restarted after all hardware devices

have been added.

Internet Information Servers (IIS) Setup

First, ensure IISIISIISIIS is properly configured for MonitorCast v4.1. This step is highly recommended prior to the

configuration of MonitorCast v4.1.

Add the following features to the Microsoft

Server before the MonitorCast v4.1 installation

begins:

Application Development FeaturesApplication Development FeaturesApplication Development FeaturesApplication Development Features

• .NET Extensibility

• ASP

• ASP.NET

• CGI

• ISAPI Extensions

• ISAPI Filters

• Server-Side Includes

Common HTTP FeaturesCommon HTTP FeaturesCommon HTTP FeaturesCommon HTTP Features

• Default Document

• HTTP Errors

• Static Content

Once all of the above items are selected for

installation, click OKOKOKOK.

At this point, it is recommended that the operating system is reboot so that IIS can finish its installation

completely.

Once the computer has finished its reboot process, it is also recommended that all system updates are

completed prior to beginning the installation of MonitorCast v4.1. This ensures that there are no issues once the

program installer begins. This process may take some time to complete.

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INSTALLATION To install MonitorCast v4.1, download MonitorCast Setup.exeMonitorCast Setup.exeMonitorCast Setup.exeMonitorCast Setup.exe from http://www.downloadvi.com and save the

file to the computer it will be installed on.

Open the file where the setup file was saved during the download process.

To begin the installation process, double-click on the MoMoMoMonitorCast Setup.exenitorCast Setup.exenitorCast Setup.exenitorCast Setup.exe program.:

The installer will prepare the setup.

This process takes a few moments to load all

necessary components.

NoteNoteNoteNote: Prior to installaOon, MonitorCast vP.Q requires .NET

Framework P.R+ as well as IIS P.S or higher.

In the event that they are not installed, a prompt will

display to install these required items.

Click NextNextNextNext on the welcome window.

Please wait for the installation to complete.

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Select Complete Complete Complete Complete or Custom InstallationCustom InstallationCustom InstallationCustom Installation.

The Complete installationComplete installationComplete installationComplete installation will install all required

features while Custom Custom Custom Custom allows the person

installing the software to pick and choose each

feature.

Most installations follow the Complete Complete Complete Complete method

for best results.

NoteNoteNoteNote: SelecOng CustomCustomCustomCustom allows the Administrator to

opt out of some features that are installed by

default.

Click Next Next Next Next to continue.

Select an installation destination.

NoteNoteNoteNote: The default locaOon will be

C:\ProgramFiles\Monitor Cast

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Configure the MonitorCast Access Control (AC)

server name and IP Address.

Selecting Detect IPDetect IPDetect IPDetect IP will automatically populate

the field for the server’s IP address.

NoteNoteNoteNote: If there are mulOple NIC card on the server,

verify the informaOon is correct before proceeding.

Configure the MonitorCast SQL authentication

method by supplying the database server IP

Address or Hostname, user ID and password.

Click Next Next Next Next to continue.

The MonitorCast v4.1 application is now ready

to install.

Click InstallInstallInstallInstall.

The installation process should take a few

minutes.

Please wait.

Once the installation process has completed,

click.

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FinishFinishFinishFinish to finalize the installation.

MonitorCast v4.1 is now installed

ACTIVATION After installation, it is required that the MonitorCast v4.1 license is activated.

First, contact MonitorCast technical support using one of the following methods.

The representative will ask for a hardware code listed in the Server Activation dialog box. If the account is in

good standing, a 16-digit activation code will be given.

Enter the Activation Code and click NextNextNextNext.

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Selecting Demo modeDemo modeDemo modeDemo mode will allow MonitorCast v4.1 to operate normally for up to 180 days. During that time,

MonitorCast is limited to a maximum of 99 door readers.

Once the 180-day period has expired, the software will no longer function.

MonitorCast v4.1 Server will fail to start until initialization is completed with a valid serial number or activation

code.

Reinstallation is not required upon purchased activation.

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SERVER CONFIGURATION SETUP

After the Application is activated, it will necessary to setup the MonitorCast v4.1 Access Control Server.

The following information will be provided by default however; if the SQL Server location differs from the

defaults provided, that information can be modified at this step.

The default configuration includes Server Server Server Server

NameNameNameName, IP AddressIP AddressIP AddressIP Address, and TCP Command PortTCP Command PortTCP Command PortTCP Command Port.

Click UpdateUpdateUpdateUpdate to accept the defaults as they

are provided, or to finalize any changes that

were made.

NoteNoteNoteNote: If the login page for MonitorCast is not available immediately aUer compleOng the installaOon process,

using the IIS Config Tool found in the MonitorCast vP.Q ToolsToolsToolsTools folder is recommended.

ACCESS CONTROL SERVER POST CONFIGURATION

MODIFICATION Selecting the Access Control ServerAccess Control ServerAccess Control ServerAccess Control Server link opens a new window. These features allow the administrator to

reconfigure basic server information and SQL authentication information.

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The options available to modify are:

MonitorCast AC ServerMonitorCast AC ServerMonitorCast AC ServerMonitorCast AC Server

• AC Server Name

• AC Server IP Address

• TCP Command Port

SQL Database ConnectionSQL Database ConnectionSQL Database ConnectionSQL Database Connection

• Database IP Address

• Database Name

• Login ID

• Password

Server information is provided on this page as well, displaying the Server Mode and Maximum number of

doors that can be used with the license that was originally provided.

MANAGER TOOLS There are several tools available to manage MonitorCast v4.1.

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These tools include:

• Server Configuration

• System Log

• Facility Map_26in1rg

• Personnel Import

• System Tools

• Update Activation

The ability to return to the Activation SettingsActivation SettingsActivation SettingsActivation Settings is available by clicking on Update Update Update Update ActivationActivationActivationActivation when transitioning

from DemoDemoDemoDemo to a purchased licensing scheme.

These tools are available by double clicking on the MonitorCast v4.1 icon in the system tray or double-clicking

the icon on the DesktopDesktopDesktopDesktop if available.

If the icon (seen left) does not appear on the desktop, reinstallation of the MonitorCast

software may be necessary.

The Service Controls StatusService Controls StatusService Controls StatusService Controls Status field displays the MonitorCast v4.1 service activity.

Click StartStartStartStart, StopStopStopStop, or RestarRestarRestarRestart to start, stop or restart the service.

The Service Service Service Service ControlsControlsControlsControls will be used when additional hardware is added or removed.

Adding new hardware to the Monitor Cast software will require a service restart. This can also be completed

within the browser window, while administering the MonitorCast server.

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System Backup, Restore & Scheduling

(1) DATABASE BACKUP

To back up system settings, including registry

keys and SQL database, click System ToolsSystem ToolsSystem ToolsSystem Tools and

then select System BackupSystem BackupSystem BackupSystem Backup.

Click NextNextNextNext on the following screen.

The database information will populate the

local machine’s information for the backup

NoteNoteNoteNote: It is possible to back up a different database. To do so, click on Edit DatabaseEdit DatabaseEdit DatabaseEdit Database.

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Click Browse Browse Browse Browse to choose the location for the

Backup folder.

In this example, the folder is saved to:

C:C:C:C:\\\\ProgramFilesProgramFilesProgramFilesProgramFiles\\\\Monitor CastMonitor CastMonitor CastMonitor Cast

Note: Note: Note: Note: Do not save to the desktop.

Click Start Backup Start Backup Start Backup Start Backup to begin the backup process.

A summary appears when the process is

completed.

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Selecting the Backup Schedule TabBackup Schedule TabBackup Schedule TabBackup Schedule Tab reveals the

new scheduling options that are available.

Options available:

• Enable ScheduleEnable ScheduleEnable ScheduleEnable Schedule

• Schedule TimeSchedule TimeSchedule TimeSchedule Time

• Weekly SchedulingWeekly SchedulingWeekly SchedulingWeekly Scheduling

• Monthly SchedulingMonthly SchedulingMonthly SchedulingMonthly Scheduling

• Designated Backup DirectoryDesignated Backup DirectoryDesignated Backup DirectoryDesignated Backup Directory

(2) RESTORE DATABASE AND REGISTRY FROM BACKUP

To restore the database, browse to the Backup folder and double-click the RestoreRestoreRestoreRestore command file.

A confirmation window appears. ‘CRTL + C’ cancels the command.

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ADVANTACED CONFIGURATIONS Selecting Server ConfigurationServer ConfigurationServer ConfigurationServer Configuration produces three options for changing or customizing the integration of three

key features.

After selecting Server Configuration,

three options appear:

1. Access Control ServerAccess Control ServerAccess Control ServerAccess Control Server

The MonitorCast server itself

2. Active Directory ServerActive Directory ServerActive Directory ServerActive Directory Server

Integration with Active

Directory

3. VMS ServerVMS ServerVMS ServerVMS Server

Integration with a Video

Management System

ACTIVE DIRECTORY

MonitorMonitorMonitorMonitorCCCCast ast ast ast v4.1v4.1v4.1v4.1 is capable of importing Personnel, or User Groups, from Active Directory server.

To configure MonitorCast with an Active DirectoryActive DirectoryActive DirectoryActive Directory

server, launch the AC AC AC AC Server ManagerServer ManagerServer ManagerServer Manager.

Next, click on Server ConfigurationServer ConfigurationServer ConfigurationServer Configuration....

Lastly, click on Active Directory ServerActive Directory ServerActive Directory ServerActive Directory Server.

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Note:Note:Note:Note: If no AcOve Directory server has been configured, select the first opOon Add a new Add a new Add a new Add a new AcOve Directory ServerAcOve Directory ServerAcOve Directory ServerAcOve Directory Server

and click NextNextNextNext

A new window opens with a drop-down menu that

provides a list of the found Active Directory servers

Use the drop-down, or click the add button (+) to manually enter the Active Directory server information.

To connect to an Active DirectoryActive DirectoryActive DirectoryActive Directory server, the

Account name, Account name, Account name, Account name, Password, PortPassword, PortPassword, PortPassword, Port, and the Base Base Base Base

Distinguished Name (Base DN) Distinguished Name (Base DN) Distinguished Name (Base DN) Distinguished Name (Base DN) are needed in order

to complete the required fields.

The drop-down feature is used to automatically find

a server, and the Port Port Port Port and Base Distinguished Name Base Distinguished Name Base Distinguished Name Base Distinguished Name

(Base DN)(Base DN)(Base DN)(Base DN) fields will automatically populate. (Port

389 is used as the default)

Enter a domain Account nameAccount nameAccount nameAccount name and PasswordPasswordPasswordPassword.

Select the Use SSLUse SSLUse SSLUse SSL checkbox, if it applies to the

Active Directory server in use. ((((Port 636 is the

default for use with Active Directory secured

connections .)

Once all of the required information is provided,

click on the Test ConnectionTest ConnectionTest ConnectionTest Connection button to verify the

connectivity.

A verification alert appears when there is a

successful connection to the server.

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After connectivity verification with the Active

Directory server is completed, click the Add Add Add Add button

at the bottom to complete the process.

The Active Directory server is now available for

Personnel ImportPersonnel ImportPersonnel ImportPersonnel Import, as well as User GroupsUser GroupsUser GroupsUser Groups.

VMS SERVER

MonitorCast v4.1 can import User GroupsUser GroupsUser GroupsUser Groups from select VMS server.

To import users from a VMS Server, like the Video

Insight Enterprise IP Server, click on Server Server Server Server

Configuration,Configuration,Configuration,Configuration, and select VMS ServerVMS ServerVMS ServerVMS Server.

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If a VMS server is detected on the machine, the name

of that server will show in the dropdown at the top.

If a VMS server is not detected, then the details can be

manually entered for the VMS server.

More information on the User GroupUser GroupUser GroupUser Group import from the

VMS serverVMS serverVMS serverVMS server can be found in the User Groups User Groups User Groups User Groups section.

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PERSONNEL IMPORT To import a list of Personnel or cardholders using an Excel™ CSV File, or Active Directory Server, click the

Personnel Import Personnel Import Personnel Import Personnel Import button.

There are three methods of importing

personnel:

1. Import All Personnel from Active

Directory

2. Import Personnel from Active Directory

Groups

3. Import Personnel from a CSV file

4. Import from Multiple Sites

ACTIVE DIRECTORY – IMPORT ALL PERSONNEL Click Import Import Import Import All All All All Personnel Personnel Personnel Personnel FFFFrom Active Directoryrom Active Directoryrom Active Directoryrom Active Directory from the main window.

Here are a few rules to understand while using the rules import with Active Directory:

1. Import will not update personnel records already in the database.

2. Import without card numbers and the personnel will be imported with the default card number of 0.

3. Import done with card number and personnel will be assigned a unique card number within the

defined range.

4. If card number meets the max number and import process did not finish correctly, there will be a

popup that will allow you to cancel or revert all card numbers to 0.

Before using this feature, be sure to properly connect the Active Directory server with MonitorCast v4.1 as

listed in the Active Directory Setup portion of this document. The personnel name and records will

automatically appear from the attached Active Directory database.

Select the desired personnel name for importing.

If a card number value exists in the database, the information will be imported with the records. To assign the

card number during the import process, use the Minimum Minimum Minimum Minimum CCCCard ard ard ard number field and Maximum Maximum Maximum Maximum CCCCardardardard number field

to specify the range in which your card number will be assigned.

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Example: When card numbers start at 1000 and end at card number 3000, assign 1000 as the minimum card

number and 3000 as the maximum card number.

Check Apply Card AssignmentApply Card AssignmentApply Card AssignmentApply Card Assignment.

Click ImportImportImportImport to start the import process.

A graph appears and displays the import progress.

Click Finish Finish Finish Finish to exit the wizard.

Once imported, the imported Personnel will appear in the left navigation panel.

ACTIVE DIRECTORY – IMPORT BY GROUP Click Import Personnel Import Personnel Import Personnel Import Personnel FFFFrom Active Directory Groupsrom Active Directory Groupsrom Active Directory Groupsrom Active Directory Groups from the main window.

Before using this feature, be sure to properly connect to a properly functioning Active Directory server with

MonitorCast v4.1 as listed in the Active Directory Setup portion of this document. The personnel name and

records will automatically appear from your Active Directory database.

Considerations for using the rules import with ImportImportImportImport Personnel From Active Directory GroupsPersonnel From Active Directory GroupsPersonnel From Active Directory GroupsPersonnel From Active Directory Groups:

1) Import will not update personnel records already in the database.

2) Import without card numbers and the personnel will be imported with the default card number of 0.

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3) Import using the Card Assignment setting and all personnel will be assigned a unique card number

within the range specified.

4) If card number meets the maximum number and the import process did not finish correctly, there will

be a popup that will allow you to cancel or revert all of the card numbers to 0.

5) Importing by Group will import everyone listed within that group. You cannot remove individual

personnel from the selected Group when importing.

Select the desired groups to import by selecting the checkbox to the left of the group name:

As demonstrated in the previous section, when a card number value exists in the database, this information is

also imported with the records. To assign the card number during the import process, use the Minimum Minimum Minimum Minimum Card#Card#Card#Card#

and Maximum Maximum Maximum Maximum Card#Card#Card#Card# field by applying the range in which the card number is assigned to the personnel file.

Example: When card numbers start at 1000 and end at card number 3000, assign 1000 as the minimum card

number and 3000 as the maximum card number. Click Apply Card AssignmentApply Card AssignmentApply Card AssignmentApply Card Assignment.

Next, click Import Import Import Import to begin the import process. This process can take a few minutes to complete.

A dialog box appears with a summary count of records imported. The personnel assigned to those groups will

be imported into the PersonnelPersonnelPersonnelPersonnel section of the application.

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CSV IMPORT Importing personnel from a CSV file requires all contacts to be listed in CSV format. An example of the file

structure in Excel™ is shown below. Ensure that each value set is placed into its own column for best results.

Here are a few rules to understand while using the rules import with CSV files:

1. FirstFirstFirstFirst NameNameNameName and LastLastLastLast NNNNameameameame fields are required fields.

2. You must select either Card number in your file, or Import with Card number feature while importing.

3. If you select two or more of same properties from the drop-down list during the preview, it will utilize

the first one selected.

4. If you use the Import with Card number feature, and the card number already exists in the database,

the card number will be imported with a value of 0. You will need to edit this later to fix the duplicate

card numbers.

5. Validation data checks are checked on the Date and Card Number fields before import. Date format

should be in MM/DD/YYYY format and numbers should be in either text or numeric values in Excel™.

Click Import Personnel from CSVImport Personnel from CSVImport Personnel from CSVImport Personnel from CSV from the

main window.

Next, click Browse to find your CSV fileBrowse to find your CSV fileBrowse to find your CSV fileBrowse to find your CSV file and

select the SeparatoSeparatoSeparatoSeparator format in which the

file is stored

Click LClick LClick LClick Load/Preview.oad/Preview.oad/Preview.oad/Preview.

A window will appear that shows all imported records in the file. Use the column headers to identify the data

represented in the column. If the data is not represented, or it is not desired to import a specific column, use

IgnoreIgnoreIgnoreIgnore.

If table being used is listing a column name, select the checkbox for First row has column namesFirst row has column namesFirst row has column namesFirst row has column names to bypass that

row during the import process.

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Card numbers can be imported by CSV or automatically assigned using the tool at the bottom of the Import

Wizard. By selecting a range of numbers, card numbers can automatically be assigned to Personnel without

using the imported spreadsheet data.

After all the columns are labeled, confirm the data structure is correct.

NoteNoteNoteNote: This import process will not update any exisOng records in Personnel that exist in the database already.

Click Import Import Import Import to start the import process. This process can take a few minutes to complete.

A dialog box will appear shortly afterward, with a summary count of all records that were imported.

USER GROUP IMPORT: VMS AND ACTIVE DIRECTORY User Groups User Groups User Groups User Groups can be imported from a VMS VMS VMS VMS server, or Active DirectoryActive DirectoryActive DirectoryActive Directory server (see Active Directory Setup and

VMS Server Setup sections for server configuration).

Once configured, the available servers are shown on a link in the top right-hand corner of the User Groups User Groups User Groups User Groups

page:

After clicking Import AD/VMS User GroupsImport AD/VMS User GroupsImport AD/VMS User GroupsImport AD/VMS User Groups, a pop-up window allows choosing which AD or VMS Groups to

import.

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After importing a group, save the User Group’s permissions before users can successfully login to MonitorCast

Web Client using the VMS or AD credentials.

NoteNoteNoteNote: If a VMS User Group is an Admin User Group in the VMS, it will automatically be an Admin user in

MonitorCast as well.

If the VMS User Group is not an Administrator in the VMS, it will not be eligible for Admin permissions to be

assigned to it within MonitorCast.

It is possible to manually select each of the desired permissions for those available, but the account would not

display as an Administrative user.

After the User Groups’ permissions are saved, log into the web client with the user’s credentials for testing. A

drop-down menu appears on the right-hand side of the screen. It is used to select the appropriate and

corresponding server on the login screen, in the event that multiple servers are in use. Seen below:

PERSONNEL EXPORT Beginning in MonitorCast v4.1, the ability to export personnel is now available.

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To export any previously entered personnel from

the system, open the System Manager, and then

select Export Personnel.

A new window appears.

Select the information desired for export by

clicking on the desired Field OptionsField OptionsField OptionsField Options.

After each item for export has been selected, click

on BrowseBrowseBrowseBrowse to designate a name and location for

the file to be backed up.

After the destination of the file is selected, click on

Start BackupStart BackupStart BackupStart Backup.

A confirmation window appears when completed.

NoteNoteNoteNote: Some accounts may not have all data within MonitorCast.

NoteNoteNoteNote: The CSV file will export into a pre-selected format that can be matched when re-importing from a CSV file.

During the CVS import process, simply select the box next to Auto Format with MonitorCast Export Style to

preload the columns and rows that MonitorCast is expecting data to appear in.

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SYSTEM LOG VIEWER The system log displays warnings, errors, security and informational messages related to various system

functions. Each message may or may not appear depending on the configuration of your MonitorCast v4.1

Server.

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RULES MANAGER A desired security measure found on many hardware controllers is the ability to save functions on the

controller’s memory. This allows the controller to continue functioning in the event that connectivity is lost

with the access control server. In essence, Hardware RulesHardware RulesHardware RulesHardware Rules are saved to the controller’s memory.

Because hardware rules are controller-based, there are limitations to adding a rule that can affect multiple

device controllers, or schedules at the same time during an outage.

RULE TYPES Control PoiControl PoiControl PoiControl Point, Monitor Point, REX, nt, Monitor Point, REX, nt, Monitor Point, REX, nt, Monitor Point, REX, Door AlarmDoor AlarmDoor AlarmDoor Alarm, Schedule Rules, and Reader Rules, Schedule Rules, and Reader Rules, Schedule Rules, and Reader Rules, Schedule Rules, and Reader Rules

Each item listed above can be used to trigger two types of the same two actions.

Action/Trigger Type 1: Action/Trigger Type 1: Action/Trigger Type 1: Action/Trigger Type 1:

Reader Mode ChangesReader Mode ChangesReader Mode ChangesReader Mode Changes

Action/Trigger Type 2: Action/Trigger Type 2: Action/Trigger Type 2: Action/Trigger Type 2:

ChangeChangeChangeChange status on status on status on status on a Control a Control a Control a Control PointPointPointPoint

• Control Point Rule Control Point Rule Control Point Rule Control Point Rule –––– Read the Active or the Inactive status on a Control Point and then use that

Control Point as a trigger for subsequent action.

• REX Rule REX Rule REX Rule REX Rule –––– Uses the REXREXREXREX Input for a specific door as a trigger

• Reader Rule Reader Rule Reader Rule Reader Rule –––– Uses a specific reader mode change as a trigger (IE: Unlocked, Lockdown, Card or PIN,

etc.)

• Door Alarm Rule Door Alarm Rule Door Alarm Rule Door Alarm Rule –––– Uses a specific type of Door AlarmDoor AlarmDoor AlarmDoor Alarm for trigger

In the example below, a Door AlarmDoor AlarmDoor AlarmDoor Alarm rule is shown with multiple options for the trigger to activate an alarm.

On the Rules ManagerRules ManagerRules ManagerRules Manager page, click on

Add A RuleAdd A RuleAdd A RuleAdd A Rule and choose Door Alarm Door Alarm Door Alarm Door Alarm

RuleRuleRuleRule.

Name the rule and then choose the

controller.

Once a controller is selected, select

a ReaderReaderReaderReader.

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Creating Rules

To access the Rules Manager from within the web client, select the

AdministrationAdministrationAdministrationAdministration tab and then Rules Rules Rules Rules Manager, as seen in the image on the left.

Hardware-based rules are available in the Rules ManagerRules ManagerRules ManagerRules Manager.

There, Monitor PointsMonitor PointsMonitor PointsMonitor Points and SchedulesSchedulesSchedulesSchedules are configured to trigger an action

device such as a Control PointControl PointControl PointControl Point or a Reader ModeReader ModeReader ModeReader Mode.

Note:Note:Note:Note: AUer creaOng a hardware-based rule, it is necessary to reset the associated

controller on the Hardware ConfiguraOonHardware ConfiguraOonHardware ConfiguraOonHardware ConfiguraOon page.

(1) DOOR ALARM RULE

There are 4 types of Door AlarmDoor AlarmDoor AlarmDoor Alarm:

1- All All All All Door AlarmsDoor AlarmsDoor AlarmsDoor Alarms: This will trigger a Forced Door or Held Alarm.

2- Forced DoorForced DoorForced DoorForced Door

3- Door Held (From Forced Door)Door Held (From Forced Door)Door Held (From Forced Door)Door Held (From Forced Door) – The Forced and Held Alarm

4- Door Held (From All Open)Door Held (From All Open)Door Held (From All Open)Door Held (From All Open) – This includes Held Door & Force and Held Alarms

Step 1Step 1Step 1Step 1: Choose a desired schedule

for the rule. By default, AlwaysAlwaysAlwaysAlways is

selected.

Step 2Step 2Step 2Step 2: Click the Add ActionAdd ActionAdd ActionAdd Action button

to add the Door ADoor ADoor ADoor Alarmlarmlarmlarm to be

triggered.

NoteNoteNoteNote: If adding a Reader mode change, name the action, choose the reader(s), and what Device Mode you

would like the reader to change to. Optionally, actions can be Enabled or Disabled if necessary.

Step Step Step Step 3333: When finished, click the AddAddAddAdd button.

If an ActioActioActioActionnnn was chosen by mistake, click CancelCancelCancelCancel to go back the previous screen.

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(1A) CONTROL POINT RULE

A Control PointControl PointControl PointControl Point is hardware that can act as a trigger for a Door AlarmDoor AlarmDoor AlarmDoor Alarm.

To add a Control Point to a Door Alarm, follow these steps:

Step 1Step 1Step 1Step 1: Choose a control pointcontrol pointcontrol pointcontrol point to be used.

Step 2Step 2Step 2Step 2: Select a mode the Control Point needs to be in for the desired purpose of triggering a Door Alarm.

Step 3Step 3Step 3Step 3: The Control Point can be turned On or Off. It can also send a single pulse to activate a Door Alarm,

noting the amount of time that Alarm should be triggered to be On or Off.

NoteNoteNoteNote: Repeating Pulses can be sent with a denoted duration of time of the trigger to be activated as well as

the number of times the pulse will be sent in the series.

NoteNoteNoteNote: Multiple actions can be added to each rule, therefore reducing the total number of rules that need to

be created for each trigger

(2) MONITOR POINT HARDWARE RULE

Much like the Control PointControl PointControl PointControl Point, REXREXREXREX, Door AlarmDoor AlarmDoor AlarmDoor Alarm, and Reader RulesReader RulesReader RulesReader Rules, the Monitor PointMonitor PointMonitor PointMonitor Point rule can be used to trigger a

Reader ModeReader ModeReader ModeReader Mode change, or a Control PointControl PointControl PointControl Point status change. However, this rule offers more actions.

To create a Monitor Point rule, follow the steps below:

• Step1:Step1:Step1:Step1: Select the Monitor Point rule from the

Add a Rule dropdown.

I.

• Step 2Step 2Step 2Step 2: Name the rule, and set the

Enable/Disabled status.

II.

• Step 3Step 3Step 3Step 3: Select the ControllerControllerControllerController, the Monitor Monitor Monitor Monitor

PointPointPointPoint, the ActiveActiveActiveActive or InactiveInactiveInactiveInactive trigger status.

• Step 4Step 4Step 4Step 4: Select the ScheduleScheduleScheduleSchedule.

NoteNoteNoteNote: By default, the Schedule selected is AlwaysAlwaysAlwaysAlways.

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Step Step Step Step 5:5:5:5: Now click on the Add ActionAdd ActionAdd ActionAdd Action button.

Notice there are many more options to trigger

from a Monitor Point.

Monitor Point trigger DescriptionsMonitor Point trigger DescriptionsMonitor Point trigger DescriptionsMonitor Point trigger Descriptions

Mask Forced Door AlarmMask Forced Door AlarmMask Forced Door AlarmMask Forced Door Alarm

This action can Mask/Unmask a Forced Door alarm

from populating on the Dashboard, as well as

Mask/Unmask a Door Alarm rule from triggering if

one is setup.

Mask Held Open AlarmMask Held Open AlarmMask Held Open AlarmMask Held Open Alarm Similar to the Masked Forced Door Alarm action,

but for the Door Held alarm

Enable/Disable Door Schedule actionsEnable/Disable Door Schedule actionsEnable/Disable Door Schedule actionsEnable/Disable Door Schedule actions

This action would allow you to Enable or Disable

any Door Schedules or Advanced Schedules on the

Controller

Example Example Example Example Monitor Point Monitor Point Monitor Point Monitor Point ConfigurationConfigurationConfigurationConfiguration

A single rule can be created using a duress trigger button which is connected to a Monitor Point. When the

button is pressed, the resulting actions could be used to trigger the following:

1111---- Change Change Change Change a Reader(s) mode to Lockdowna Reader(s) mode to Lockdowna Reader(s) mode to Lockdowna Reader(s) mode to Lockdown

2222---- Activate a Control Point connected to a siren and/or emergency lightsActivate a Control Point connected to a siren and/or emergency lightsActivate a Control Point connected to a siren and/or emergency lightsActivate a Control Point connected to a siren and/or emergency lights

3333---- Disable any Door and Advanced Schedules on the controllerDisable any Door and Advanced Schedules on the controllerDisable any Door and Advanced Schedules on the controllerDisable any Door and Advanced Schedules on the controller

(3) SCHEDULE RULES

This rule uses the Active or Inactive status of a Basic Schedule to trigger an action.

Examples of some actions that can be used as triggers:

1111---- Lock/Unlock Reader(s)Lock/Unlock Reader(s)Lock/Unlock Reader(s)Lock/Unlock Reader(s)

2222---- Activate/Deactivate a Control PointActivate/Deactivate a Control PointActivate/Deactivate a Control PointActivate/Deactivate a Control Point

3333---- Mask/Unmask a Door Forced Open alarmMask/Unmask a Door Forced Open alarmMask/Unmask a Door Forced Open alarmMask/Unmask a Door Forced Open alarm

4444---- Mask/Unmask a Door Held Open alarmMask/Unmask a Door Held Open alarmMask/Unmask a Door Held Open alarmMask/Unmask a Door Held Open alarm

5555---- Mask/Unmask MonitorMask/Unmask MonitorMask/Unmask MonitorMask/Unmask Monitor PointsPointsPointsPoints

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Follow the steps below to create a SchSchSchSchededededule Ruleule Ruleule Ruleule Rule::::

Step 1Step 1Step 1Step 1: Select Schedule RuleSchedule RuleSchedule RuleSchedule Rule from the Add a RuleAdd a RuleAdd a RuleAdd a Rule dropdown

menu.

Step 2Step 2Step 2Step 2: Add a name for the rule and select the EnabledEnabledEnabledEnabled or

DisabledDisabledDisabledDisabled Status.

Step 3Step 3Step 3Step 3: Choose the ControllerControllerControllerController and schedule.

Step 4Step 4Step 4Step 4: Select the ActiveActiveActiveActive or InactiveInactiveInactiveInactive status for the trigger.

Step 5Step 5Step 5Step 5: After the actions are added, click the SaveSaveSaveSave button.

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(4) SERVER RULES

Server Rules are rules that run solely on the Access Control server and not on the hardware devices, as those

listed above. The following rules require the use of the MonitorCast server.

Note: Note: Note: Note: Server RulesServer RulesServer RulesServer Rules are not saved to the controllers as they are with the other types of rules. In the event

MonitorCast is disconnected from the controllers, these rules will notnotnotnot execute.

NoteNoteNoteNote: After creating or editing any of the Server RulesServer RulesServer RulesServer Rules, make certain

that the [Reload] button is selected in order to apply the Server

Rules.

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(5) MP RULE

This rule is a Server-side version of the MP Rule found in the Hardware Rules section. However, this rule is

more limited in the types of actions it can perform.

With this rule, a user can only use the Monitor Monitor Monitor Monitor

PointPointPointPoint to trigger a Reader ModeReader ModeReader ModeReader Mode change,

ActivateActivateActivateActivate or DeactivateDeactivateDeactivateDeactivate a Control PointControl PointControl PointControl Point. The

advantage to using this rule is that it can be

set up to trigger ReadersReadersReadersReaders and Control PointsControl PointsControl PointsControl Points on

any controller within in Monitorcast, rather

than on those connected in series as a sub-

controller.

(5A) ACCESS DENIED/GRANTED RULE –

This rule can be used to trigger a Control Point from an Access Granted or Access Denied event on a selected

reader.

Step 1Step 1Step 1Step 1: Select Schedule RuleSchedule RuleSchedule RuleSchedule Rule from the

Add a RuleAdd a RuleAdd a RuleAdd a Rule dropdown menu.

Step 2Step 2Step 2Step 2: Add a name for the rule and

select the EnabledEnabledEnabledEnabled or DisabledDisabledDisabledDisabled Status

Step 3Step 3Step 3Step 3: Select the Access TAccess TAccess TAccess Typeypeypeype

(Granted or Denied).

Step 4Step 4Step 4Step 4: Select the ReaderReaderReaderReader or Reader Reader Reader Reader

GroupGroupGroupGroup that will be associated with

this rule.

Step 5Step 5Step 5Step 5: Click the Add ActionAdd ActionAdd ActionAdd Action button.

Step 6Step 6Step 6Step 6: Choose the Control PointControl PointControl PointControl Point to

be Activated or Deactivated.

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NoteNoteNoteNote: Because this is a Server RuleServer RuleServer RuleServer Rule, a Control Point can be triggered by any rule that has been created on the

Server and not just rules that are limited to hardware specific rules. Server Rules can also be on the same

controller as the Reader / Reader Group that is selected.

To configure a rule type, click Rules ManagerRules ManagerRules ManagerRules Manager from the list of options.

Select a rule type from the Rule TypeRule TypeRule TypeRule Type section.

Select Monitor PointMonitor PointMonitor PointMonitor Point (MP Rule)(MP Rule)(MP Rule)(MP Rule).

This will trigger an alarm on the monitor

point of your choice.

The Monitor PointMonitor PointMonitor PointMonitor Point is used to change the

status based on an Active / Inactive

mode.

For example, when the (Monitor Point) contact becomes active, MonitorCast will set doors to LOCKED REXLOCKED REXLOCKED REXLOCKED REX

only and when Inactive, it will change door status to either unlocked or Card or Pin only.

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(5B) DOOR OVERRIDE CAPABILITIES

Using the Rules ManagerRules ManagerRules ManagerRules Manager, an Administrator can grant specific cardholders to have Door OverrideDoor OverrideDoor OverrideDoor Override authority

triggered by swiping a Reader three times within a specified time-frame

Within the Webclient, the Three Swipe Override Rule appears like the image below:

Information requested on the Web

Interface is described here:

NameNameNameName: This is the name given to the rule

being created.

StatusStatusStatusStatus: Select between Enabled or

Disabled.

PersonnelPersonnelPersonnelPersonnel: Apply the rule to specific

personnel

TriggerTriggerTriggerTrigger ReadersReadersReadersReaders: Assign the Trigger

readers

ActionActionActionAction ReadersReadersReadersReaders: Assign the Action Readers

Reader Mode for Swipe Set Reader Mode for Swipe Set Reader Mode for Swipe Set Reader Mode for Swipe Set 1111: Select what

happens with the first 3-swipe

occurrence.

Reader mode for Swipe Set 2Reader mode for Swipe Set 2Reader mode for Swipe Set 2Reader mode for Swipe Set 2: Assign what

happens with the second 3-swipe

occurrence.

Time IntervalTime IntervalTime IntervalTime Interval: List the maximum amount

of time to pass between 3 swipes with

the same card.

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The remaining portions of creating a 3-swipe override rule is described below.

Using the Rules ManagerRules ManagerRules ManagerRules Manager, an Administrator can grant specific cardholders to have Door OverrideDoor OverrideDoor OverrideDoor Override authority

triggered by swiping a Reader three times within a specified time-frame.

Step 1: Click on the Rules ManagerRules ManagerRules ManagerRules Manager button.

Step 2: Step 2: Step 2: Step 2: Select Three Swipe Door OverrideThree Swipe Door OverrideThree Swipe Door OverrideThree Swipe Door Override

under Server Based RulesServer Based RulesServer Based RulesServer Based Rules

Step 3Step 3Step 3Step 3: Click the Add Add Add Add button.

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Step 4: The following information should

be provided:

Name the Rule.

StatusStatusStatusStatus: Enabled / Disabled (By default, the

rule will be EEEEnablednablednablednabled.)

PersonnelPersonnelPersonnelPersonnel: Add the people that will be given

this access.

Trigger Readers:Trigger Readers:Trigger Readers:Trigger Readers: The readers that will be

triggers.

Action ReadersAction ReadersAction ReadersAction Readers: The readers that will

provide the action.

Reader Mode for Swipe Set 1Reader Mode for Swipe Set 1Reader Mode for Swipe Set 1Reader Mode for Swipe Set 1

Reader Mode for Swipe Set 2Reader Mode for Swipe Set 2Reader Mode for Swipe Set 2Reader Mode for Swipe Set 2

(Enable this if and where necessary)

TimeTimeTimeTime Interval: The number of times 3

swipes should occur to activate the 3 swipe

trigger.

Step 5Step 5Step 5Step 5: Select SaveSaveSaveSave to continue.

NoteNoteNoteNote: Where it is not desired to change the status of a Trigger ReaderTrigger ReaderTrigger ReaderTrigger Reader from three card swipes, deselect it

within the Own Action ReaderOwn Action ReaderOwn Action ReaderOwn Action Reader section.

Additional readers can be added to change the status from swiping a Trigger ReaderTrigger ReaderTrigger ReaderTrigger Reader three times in the Other Other Other Other

Action ReaderAction ReaderAction ReaderAction Reader section. To add a Other Action ReaderOther Action ReaderOther Action ReaderOther Action Reader, click the Add Add Add Add button.

NoteNoteNoteNote:::: The Other Action ReadersOther Action ReadersOther Action ReadersOther Action Readers will change their status from three-swipes to a Trigger ReaderTrigger ReaderTrigger ReaderTrigger Reader, but will not

act as a Trigger ReaderTrigger ReaderTrigger ReaderTrigger Reader themselves. It is not possible to swipe the Other Action ReadersOther Action ReadersOther Action ReadersOther Action Readers three times to

change any reader’s status.

(6) EMAIL ALARM RULE

Using this rule triggers e-mail notifications from many different AlarmsAlarmsAlarmsAlarms or EventsEventsEventsEvents. The types of Alarms and

Events include:

● Reader/Door Alarms - Door Forced Open, Held Open, Reader Mode Change

● Monitor Point Alarm - Active or Inactive status

● Card Access - Access Granted or Denied

● Hardware Alarms - Hardware Offline, Controller Cabinet Tamper, Reader Tamper

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Step 1Step 1Step 1Step 1: : : : Click on the Rules Rules Rules Rules ManagerManagerManagerManager button

and select Add a RuleAdd a RuleAdd a RuleAdd a Rule

Step 2Step 2Step 2Step 2: Click the AddAddAddAdd a Rulea Rulea Rulea Rule button, and

then select Email TriggerEmail TriggerEmail TriggerEmail Trigger.

Step 3Step 3Step 3Step 3: Provide the necessary information

as desired.

• NameNameNameName: Provide a name for the rule.

• SMTP InfoSMTP InfoSMTP InfoSMTP Info: Provide the SMTP email

server that Monitor Cast will log in to in

order to send messages.

• Email From:Email From:Email From:Email From: Provide the email address,

username and password for the SMTP

account.

• Client Email (To):Client Email (To):Client Email (To):Client Email (To): This section requires a

schedule, an email address to send

messages to, and also displays the list

of email addresses that will receive the

notifications.

Step 4Step 4Step 4Step 4: Select the Schedule Schedule Schedule Schedule and the

recipient email address/addresses for the

notifications from the Client Email (To) Client Email (To) Client Email (To) Client Email (To)

section.

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Step 5: Step 5: Step 5: Step 5: Select the Alarm Type and the Reader

that it will be associated with.

Step 6:Step 6:Step 6:Step 6: Select the Monitor/Control Point

Alarm. The device will be either Inactive, or

Active.

Step 7:Step 7:Step 7:Step 7: Select the Monitor Point from the list

of items available.

Access Denied / Granted

Step 8: Step 8: Step 8: Step 8: Select which of these two controls will

be in effect once triggered.

Step 9: Step 9: Step 9: Step 9: Select the reader that the control will

be associated with.

Step 10:Step 10:Step 10:Step 10: Select the Hardware Alarm type and

then click SaveSaveSaveSave.

Note:Note:Note:Note: If there are no Monitor Points listed, make sure you have the preferred input set up as a Monitor Monitor Monitor Monitor

PointPointPointPoint. By default, some inputs are set to Unused InputUnused InputUnused InputUnused Input. To check this setting, go to the Hardware Hardware Hardware Hardware

ConfigConfigConfigConfigurationurationurationuration page and select the preferred input.

ExampleExampleExampleExample:

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After changing the input from Unused InputUnused InputUnused InputUnused Input to Monitor PointMonitor PointMonitor PointMonitor Point, click the SaveSaveSaveSave button.

This will reset the controller.

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BADGE PRINTING

MonitorCast v4.1 includes a lightweight, easy-to-use card designer application. This application is installed

automatically with the MonitorCast v4.1 software. While it is not necessary to install, checking the

application feature selection dialog screen by selecting CustomCustomCustomCustom during the installation process. The

MonitorCast Badge Designer is used to create Faculty, Student, or Volunteer badges for use in any

MonitorCast environment. A universal badge printer driver allows the application to be used with any badge

printing hardware.

Once installed, launch the

MonitorCast MonitorCast MonitorCast MonitorCast v4.1v4.1v4.1v4.1 Card DesignerCard DesignerCard DesignerCard Designer by

clicking on the application icon (seen

left) located on the Desktop or by

using the windows menu:

Start Start Start Start > Programs Programs Programs Programs > VI Enterprise VI Enterprise VI Enterprise VI Enterprise >

MonitorCast Badge PrintingMonitorCast Badge PrintingMonitorCast Badge PrintingMonitorCast Badge Printing

Design ModeDesign ModeDesign ModeDesign Mode: : : : Allows the user to create the visual

appearance of the card design. This includes adding

graphics, text, photos, images and backgrounds.

Print ModePrint ModePrint ModePrint Mode:::: Allows the user to use the Design mode

template to print the cards.

DESIGN MODE

By default, the view will be in Design ModeDesign ModeDesign ModeDesign Mode when the

program is opened. Select New New New New to create a template, or click

Open Open Open Open for templates you have already created.

It is possible to create four additional custom fields for

display on the badge.

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Step 1Step 1Step 1Step 1: Select the +New+New+New+New from the main menu.

Step 2Step 2Step 2Step 2: In the Template Property Setup window, create a

name for the new template.

Step 3Step 3Step 3Step 3: Select the Card Type for printing. CR79 cards measure 3.303″ x 2.051″

These cards are known to be slightly smaller than a standard CR80 size card.

NoteNoteNoteNote: CR79 cards typically have an adhesive back and are commonly used for printing and adhering to a

clamshell proximity card. When printing on CR79 size cards, make sure to check that the ID card printer is

capable of printing this particular size.

CR80 cards are 3.375″ x 2.125″ (the same size as a credit card) and are the standard, most commonly used

size of PVC card.

Cards can be created in Portrait or Landscape orientation. A pre-select a default background can be

selected as well as the general background layout (Tile, Center, or Stretch).

Step 4: After the card properties are set, a blank card canvas will appear. Users can add TextTextTextText, ImagesImagesImagesImages, or

Barcodes Barcodes Barcodes Barcodes to the card templates. These can be created either as StaticStaticStaticStatic, or from information stored in the

DatabaseDatabaseDatabaseDatabase.

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Static TextStatic TextStatic TextStatic Text:

Select an option from the main menu and select the area in

which you wish to place the item. A ‘+’ sign cursor will appear

to select an area. Replace Field TextField TextField TextField Text with the text of your

choice. The font name, style, color, and size can also be

changed

These properties must be made before selecting OK.

Step 5Step 5Step 5Step 5: Click OK OK OK OK to save.

Step 6: Drag the text on the card canvas to the desired

position.

To edit the text or make changes to any of the properties,

right-click on the static text and select PropertiesPropertiesPropertiesProperties.

DATA Text

Data Text is used add a text field that exists in the database. You can choose from the following options: Full Full Full Full

NameNameNameName, First NameFirst NameFirst NameFirst Name, Last NameLast NameLast NameLast Name, Card NumberCard NumberCard NumberCard Number, TitleTitleTitleTitle, and DepartmentDepartmentDepartmentDepartment. Select the Data Text button on the main

menu and select the area in which you wish to place the field. This location does not have to be exact, as you

can later drag the text to correctly position it.

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Next, select the field for binding to text into the

DB BindingBindingBindingBinding drop-down list. The font name, color,

size, and style of the text can also be edited.

Once the DB Binding field has been selected and

all the properties are adjusted, click OKOKOKOK.

Continue these steps for all other required database fields. This method ensures that automatic retrieval of

information from the database occurs, instead of creating each personnel badge individually. Print Print Print Print ModeModeModeMode will

use the data text filed to locate each name in the database

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Static ImageStatic ImageStatic ImageStatic Image

Static images are used to place a single image on the card canvas. This can be used to place logos,

watermarks, or any single graphic image.

Click Static ImageStatic ImageStatic ImageStatic Image from the main menu and click the

area in which to place the graphic. Click Open FileOpen FileOpen FileOpen File,

and browse the location of the graphic on the

computer.

Alternatively, click on Open CameraOpen CameraOpen CameraOpen Camera to capture to a

live image from a webcam. Once the image is

configured, click OK OK OK OK to place the image on the

canvas. Click and drag for proper placement.

Data Image

Data Images are used to automatically load images such as faculty or staff photos from the database directly

into the Card Designer. This prevents the need of having to do each card manually and uploading multiple

graphics for that purpose. A placeholder is set up where the image will be displayed and when in Print ModePrint ModePrint ModePrint Mode, it

will automatically select the photo and display it in a predefined position.

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To use, click Data ImageData ImageData ImageData Image and place your

cursor on the card canvas to place the image.

A border may also be added around the

image by clicking Enable BorderEnable BorderEnable BorderEnable Border. Adjust the

image size in the Size Size Size Size area.

Click OKOKOKOK to display the placeholder.

The placeholder may be moved around the

screen for proper placement.

When finished, click Save Save Save Save in the main menu

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Static and Database Barcode

For magnetic Stripe readers, you can also print a barcode onto the card. Choose Static BarcodeStatic BarcodeStatic BarcodeStatic Barcode to manually

enter the card number, or choose Database BarcodeDatabase BarcodeDatabase BarcodeDatabase Barcode to use the card number already saved in the database.

Print Mode

After creating a template to print, Select Print

from the FileFileFileFile menu.

On the new screen, choose Single PrintSingle PrintSingle PrintSingle Print or

Batch Print.Batch Print.Batch Print.Batch Print.

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When using the Database Database Database Database for the card

information (Name, Image, Card NumberName, Image, Card NumberName, Image, Card NumberName, Image, Card Number), the

option to select the Personnel for the card is

available on the right side of the MonitorCast

Print Screen.

Searching for specific personnel already

entered into the system, by name, is done by is done by is done by is done by

entering the name of the individual in the entering the name of the individual in the entering the name of the individual in the entering the name of the individual in the

search tab, above.search tab, above.search tab, above.search tab, above.

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WEB CLIENT LOGIN To launch the web client main interface into MonitorCast v4.1, open an internet browser and navigate to the

following address: https:// [Server IP Address]:8080

First time users will see the default authentication provided below.

The login screen will appear.

The Web Client may also be launched by clicking on the desktop icon for MonitorCast Web

Client from the server.

AUTHENTICATION

The default username for MonitorCast v4.1 is set to Admin. The default password is 1234.

Once logged into the application, the user can navigate to one of the outlined sections:

● Dashboard

● Reports

● Hardware

● Schedules

● Access Levels

● Personnel

● Administration

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Dashboard

The dashboard contains six main components: Alarms Pending, Event Viewer, Event Filtering, Recent

Personnel, Recent Activities, and Card History. Recent Activities and Card History will only show for admin

users. The MonitorCast v4.1 dashboard provides at-a-glance information regarding key components in your

access control system. The sections below, explain the major components that exist in the MonitorCast v4.1

dashboard.

(1) ALARMS PENDING

The Alarms Pending window will display a total count of all alarms pending in the system. These alarms include

transactions such as Access Denied, Door Held Open, Reader Tamper and Door Forced. Displayed to the right

of alarms, the user will notice a Hardware Summary Window that displays summary of all hardware installed

and detected by the database.

As alarms are detected, the window color

will display in red, indicating there are

alarms that need to be addressed.

To clear alarms, click the Clear AlarmsClear AlarmsClear AlarmsClear Alarms button located in the Event Viewerthe Event Viewerthe Event Viewerthe Event Viewer window. This action removes all

Alarms from the event window.

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(1A) ALARM ACKNOWLEDGEMENT

When an alarm is triggered, it is displayed within the Alarms Pending section. Each alarm may be directly

acknowledged by whoever is granted access to write notes and dismiss specific alarms. In order to write a note

and dismiss an alarm, click on the Alarms PendingAlarms PendingAlarms PendingAlarms Pending icon and a new window will appear.

Within this window view, users are granted the ability to write alarm notes, select all alarms and dismiss

alarms. Also, users can clear all alarms, select specific alarms and write notes. To modify a specific event, check

the tick box on the left side of the page. In the new pop-up that appears, enter a note about the event and

then select AcknowledgeAcknowledgeAcknowledgeAcknowledge AlarmsAlarmsAlarmsAlarms.

To review the message entered for a cleared item, refer to Reporting.

(1B) EVENT VIEWER

The EEEEvent vent vent vent VVVVieweriewerieweriewer displays all events by selected readers.

This allows users to monitor what transactions are taking place throughout the facility. Information displayed

here is the most recent series of alarms. After the dashboard is refreshed, new data will appear, and any

previously shown record will only appear by conducting a search within the reporting menu.

The event viewer displays the total amount of events present, event date/time, event type and a brief

description- associated with the name of the cardholder involved, and picture on file.

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Alarm and Event Descriptions

Event NameEvent NameEvent NameEvent Name DescriptionDescriptionDescriptionDescription

Monitor Point SecureMonitor Point SecureMonitor Point SecureMonitor Point Secure Any door monitor point such as motion sensor inactive state; not in use

Monitor Point ActiveMonitor Point ActiveMonitor Point ActiveMonitor Point Active Any monitor point in active state; in use

Control Point ActiveControl Point ActiveControl Point ActiveControl Point Active Any control point in active state; in use

REX OKREX OKREX OKREX OK Request to Exit activated

REX OK REX OK REX OK REX OK ---- Request HostRequest HostRequest HostRequest Host Request to Exit activated from the Door Management page

Failed Login AttemptFailed Login AttemptFailed Login AttemptFailed Login Attempt Notification of a failed login attempt for accessing Monitor Cast

Reader TamperReader TamperReader TamperReader Tamper Reader is equipped with tamper proof mechanism that has been flagged

Door SecuredDoor SecuredDoor SecuredDoor Secured Represents door closed

Door Held OpenDoor Held OpenDoor Held OpenDoor Held Open Default is 30 seconds to detect door held open; modification can be made

under Hardware Configuration section.

Door Forced OpenDoor Forced OpenDoor Forced OpenDoor Forced Open Unauthorized door entry without a REX or valid card read

Access DeniedAccess DeniedAccess DeniedAccess Denied Access Denied via card transaction

Access GrantedAccess GrantedAccess GrantedAccess Granted Access Granted via card transaction

Door OpenDoor OpenDoor OpenDoor Open Indicates a door is open

Control PointControl PointControl PointControl Point Represents output devices

Monitor PointMonitor PointMonitor PointMonitor Point Represents input devices

Trigger ProcedureTrigger ProcedureTrigger ProcedureTrigger Procedure Represents a trigger from a Hardware Rule

The name of the reader that holds

transactions will also be listed on the Event Event Event Event

ViewerViewerViewerViewer page.

Data in the event viewer is real-time and

automatically refreshes within the browser.

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(1C) DASHBOARD VIEWS

The dashboard can now be customized per user, or customized and assigned to a group or all users.

After a custom dashboard view has been created, selecting Custom Dashboard will

On the Dashboard Tab, select Custom DashboardCustom DashboardCustom DashboardCustom Dashboard.

Prior to configuration, the screen will appear blank.

To customize the view, select the + icon, as seen on the

left-hand side of the screen.

A menu item rolls from the left side of the screen and

from that a selection of the following items is made

available:

• EventsEventsEventsEvents

• Alarm MonitorAlarm MonitorAlarm MonitorAlarm Monitor

• Card HistoryCard HistoryCard HistoryCard History

• FacitilyFacitilyFacitilyFacitily MapMapMapMap

Once each of the desired views is selected and moved to a

desired location on the screen, click on SaveSaveSaveSave.

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(2) EVENT FILTERING

To create an event filter, click the icon on the Event dashboard section. This feature allows users to

customize what types of events are displayed in the dashboard. For example, to display only

alarms, select the filter from the drop -down list.

Next, create a

Filter Name

for the event

filter. This

name should

be used to

describe the

contents of

the filter.

Select, the

types of filters

by selecting

the checkbox

next to the

corresponding

event.

Next, select the readers that this filter will include. Reader Groups section can be used, and it is possible to

manually select each reader from the ReadersReadersReadersReaders tab. Where the events might involve Monitor PointMonitor PointMonitor PointMonitor Point and/or

Control PointControl PointControl PointControl Point activity, select those items from the tabs as well.

Click SaveSaveSaveSave to finalize all changes.

The new event filter type listed in the drop down in Events is now displayed.

Click the EditEditEditEdit icon, to make changes to the event filter.

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Double-clicking on the event name or photo

reveals the event details for the listed transaction.

(3) RECENT PERSONNEL ACTIVITY

As cardholders are granted or denied access, the Recent PersonnelRecent PersonnelRecent PersonnelRecent Personnel window contains the last cardholder that

attempted access.

The window displays the name, time granted, and informational details. When another person uses a badge

with the reader, it will reflect the most recent badge scanned.

(4) RECENT ACTIVITIES

The dashboard contains a window for displaying all recent activities.

These activities are gathered from the database and include items such as modification to controllers, user

system changes, access level changes, and hardware modifications. The last ten recent history records are

displayed in order of newest to oldest.

(5) CARD HISTORY

The dashboard contains a window displaying all card history.

These activities are gathered from the database and include items such as cards added/removed and

personnel card changes.

The last ten recent history records are displayed in order of newest to oldest. The card history also lists which

user conducted the change and the date the change was made. When additional details are available, the

event is converted into a hyperlink, providing more information about the card history event.

This feature can also be isolated per site in User Reports for easier accounting of User Card use with specific

personnel at specific sites.

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(6) DOOR MANAGEMENT

To access the Door Management tools, click

on Dashboard Dashboard Dashboard Dashboard then Door ManagementDoor ManagementDoor ManagementDoor Management.

Users are able to see the current state of each reader or reader groups in the environment.

The statuses are:

● Admit

● Unlock

● Scheduled

● Lock Door

● Lock Down

To change the status of a door reader, select the door reader or door reader groups you wish to change and

click the options to make the change.

AdmitAdmitAdmitAdmit: When selected, this option changes the reader(s) to a temporary unlocked state. After five seconds,

the reader returns back to its original state. This option may be used to temporarily allow access for a brief

period of time.

UnlockUnlockUnlockUnlock: When selected, this option unlocks the door reader until otherwise changed.

ScheduledScheduledScheduledScheduled: When selected, this option removes any other rules and returns the door state back to its original

time-based door schedule.

Lock DoorLock DoorLock DoorLock Door: When selected, this option locks the door reader until otherwise changed. While the door is locked,

Card or PIN access only goes into effect.

Lock DownLock DownLock DownLock Down: This action locks all readers simultaneously into a lockdown mode which makes the doors switch to

Request to Exit only. Card or PIN access will be denied.

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Reports

MonitorCast v4.1 offers the ability to search and extract specific details, as well as advanced log filtering.

These capabilities allow the administrator to sort logs within a specific date range time, for specific events, by

specific card reader, by a group of card readers, by monitor point Devices, by control point devices, by specific

controllers, by sites, and by personnel.

To access the reporting features, simply select the Reports tab at the top

of the screen and then click ReportReportReportReport ManagerManagerManagerManager from the drop-down menu, as

seen below.

On the Event ReportEvent ReportEvent ReportEvent Report page, the left-hand column provides a number of Search Filters designed to help you

narrow down the specific information needed for reporting output. Selecting any combination of the filters

provided results in the narrowing of data provided for an exported report.

With each filter selected, the reduction of information provided narrows in the resulting search.

ExampleExampleExampleExample: when a date range extends from 6:04am April 1, 2015 through 4:06pm April 15, 2015 (seen in the

image below) is selected, the resulting information provided will be the records available within that period

of time, and nothing outside of that scope

Report Tab Descriptions:Report Tab Descriptions:Report Tab Descriptions:Report Tab Descriptions:

• Report ManagerReport ManagerReport ManagerReport Manager: This is the standard report which allows a user to search for alarms/events on the

MC system.

• Time and AttendanceTime and AttendanceTime and AttendanceTime and Attendance: Pull reports using designated entrance/exit readers to calculate time in areas,

usually for payroll.

• User ReportUser ReportUser ReportUser Report: Provides a report based on user activity. Can be combined with Card activity in same

report.

• Area ReportArea ReportArea ReportArea Report: Allows a user to run a report to see who’s in a specified area.

• Reader Access ReportReader Access ReportReader Access ReportReader Access Report: Allows a user to create custom filters for reporting. This was previously

referred to as “Advanced Report” and eliminates some redundancy from that legacy feature. This

allows a user to select a door and to view all cards or codes assigned to personnel and to view who

has used that specific door.

• Live Area ReportingLive Area ReportingLive Area ReportingLive Area Reporting: Allows a user to monitor real-time information for specifically designated areas,

controllers or sites.

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The search feature works by

reduction filtering. Each added

filter will remove one of the

visible options.

For exampleFor exampleFor exampleFor example:

When selecting a date range,

while also adding a second

filter for all Access DeniedAccess DeniedAccess DeniedAccess Denied

EventsEventsEventsEvents, the result will remove

of all logs notnotnotnot found within the

specified date range that have

EventsEventsEventsEvents other than Access Access Access Access

DeniedDeniedDeniedDenied.

The results of the search are displayed to the right of the Filters, as seen below.

suggestion recommended practice is that the initial search allow for as much information possible, and then

apply one filter at a time to bring your search to result to the most desired result. If too many filters are

applied at one time and the search result provides no information, the option to reset all filters is available at

the bottom of the Search Filter panel.

The two formats available for exporting are Excel™ spreadsheet and PDF.

To export a final search result, choose one of the two format options

made available in the top right-hand corner of the screen. Next, select

the save icon located to the left of the desired format drop-down menu.

After selecting save. The search results will begin to download to your computer.

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Note:Note:Note:Note: If no date range is specified in a search, only the last aS days of informaOon will be scanned for the report. If

more data is needed, the data can be extracted by connecOng to the database with MicrosoU Excel™ and pulling the

dbo. EventHistorydbo. EventHistorydbo. EventHistorydbo. EventHistory data into a spreadsheet.

For more information on how to accomplish this, please reference Microsoft’s Knowledgebase article:

http://support.microsoft.com/kb/306125.

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Video Integration Setup Video Integration Setup Video Integration Setup Video Integration Setup –––– VI MonitoVI MonitoVI MonitoVI Monitor 6r 6r 6r 6

Configuring the MonitorCast v4.1 Integration with VI Monitor will allow you to have full access to the following

features.

● Access View

● Door Logs and Events

● Lane Viewer

● Facility Maps with integrated Access View

● Door Management

● Mobile application integrations

Before setting up the integration with VI Monitor 6 and MonitorCast v4.1, download the latest version of the

Access Control Plug-in installer at www.downloadvi.com. The installation contains all required files necessary

to complete installation. The installer needs to be loaded on the IP Server for the best results. Before

installation, be sure that the service is in the STOPPED state throughout the installation. During the installation,

you will be prompted to select an Access Control Integration. Be sure to select the drop down VI MonitorCast

v4.1 to load the complete files.

Once installed, launch VI Monitor on IP Server. Select AdministrationAdministrationAdministrationAdministration, then ServerServerServerServer from the main ribbon menu.

Select the server in which you wish to apply Access Control functionality. Next, select Access ConfigurationAccess ConfigurationAccess ConfigurationAccess Configuration to

launch the configuration settings.

Check Enable Access Control SupportEnable Access Control SupportEnable Access Control SupportEnable Access Control Support and select the Access Control Type as MonitorCast v4.1.

Input the server hosting MonitorCast v4.1, along with the specified username/password and specified port

number (default 4020). Connection String should remain blank, and Event Port should be listed as 0.

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Next, click Test ConnectionTest ConnectionTest ConnectionTest Connection and ensure that the

connection is successful.

To set up your doors and assign camera permissions,

click ImportImportImportImport on the Imported Door section.

Next, select the Readers in which you wish to control. A number, door name, and camera may be assigned

to the door by clicking PropertiesPropertiesPropertiesProperties on the Import Doors window. By default, the doors do not associate with

cameras automatically.

Once configured, click DoneDoneDoneDone.

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Hardware

The Hardware Section has new additions to its list of features and capabilities. The original three sections

remain: Hardware Configuration, Hardware Status and Reader Groups. The four new featured sections are

Card Format, Anti-Passback, Hardware Discovery, and Elevators.

(1) HARDWARE DISCOVERY

New in MonitorCast v4.1 is the hardware discovery feature. This feature is used for discovery of Mercury

Controller(s).

When using this feature, select Hardware DiscoveryHardware DiscoveryHardware DiscoveryHardware Discovery within the Hardware drop-down menu.

The following page appears and requests specific information about the computer and network used for

connecting to the Mercury Mercury Mercury Mercury Controller(s):

Follow these steps to discovery Mercury Controller cards connected to your network:

• Step 1: Select the network card that is connected to the security network.

• Step 2: Provide the IP address of the network card. (Automatic)

• Step 3: Provide the Subnet Mask of the network card. (Automatic)

• Step 4: Provide the range of IP Addresses that the subnet mask provides. (Automatic)

• Step 5: Under Discovery Devices, provide the network range to scan for the controller cards.

• Step 6: Select Discover and follow the steps from this point:

(2) CONFIGURATION

Before the hardware configuration process is started, Panasonic recommends that all controllers and sub-

controllers are pre-programed with the correct network information such as IP address, default gateway and

subnet mask. Ensure that no other Access Control systems are accessing the panels while trying to utilize

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them within MonitorCast. If there are any sub-controllers that are being used via the RS485 connection, be

sure to set the addressing and baud rate accordingly.

To begin, click HardwareHardwareHardwareHardware from the main menu. Mouse over Default Site on the left side and add either a new

Primary Site or add a new controller to Default Site. Sites are a way to allocate specified controllers across the

network for easy organization. In this example, a new controller is added.

After clicking Add New

Controller, setup the controller

name, IP address and controller

type.

Loose IP Validation can be used

for devices requiring a specific

port, rather than the default of

3001.

Example:

To use port 3333, entering a 5th (false) octet will result in a connection occurring.

Ex:

1. 192.168.0.251.3333

2. fe80::f9dc:dc08:b697:2f10.3333

3. panasonic.com:3333

For the controller type, you will

have a choice of:

• EP 2500 – Primary

controller with 0

readers installed

• EP 1502 – Primary 2-

door controller

• EP 1501 – Primary 1-

door controller

• Schlage PIM400-1501

After adding a controller, a sub-controller may be added to it with the same icon used for adding the

controller:

For the sub-controller type, users have the choice of the following:

● MR50

● MR16IN

● MR16OUT

● MR52

● MR51e

Controller, and sub-controller names should reflect area of installation or where the controller is physically

located. For example, if the primary front door controllers are located in the IT server room, the name EP1502

– IT might be used.

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Click SaveSaveSaveSave and restart the AC Server service to apply changes.

NoteNoteNoteNote:::: The default LED mode for readers is set to b. Select the reader properOes, if you wish to change this secng.

By clicking on the Edit icon located to the right of any site, the option to reset the entire site will appear as an

option. The intended purpose of this feature is to allow for the temporary reset of a device, or devices, to force

the device to update to the most recent changes made to the functionality settings by MonitorCast v4.1.

After installation of any hardware device, the input/output locations may be

modified. For example, Input 1 is Door Contact and Input 2 is Request to Exit.

Additional control sets for scanning devices are also available within the Device Configuration pages.

Specific Input Tables may also be edited for:

• Shorted Circuits

• Foreign Voltage

• Inactive Statuses

• Active Status

• Open Circuits

• Ground Faults.

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(3) HARDWARE STATUS

The following table displays the status of all controller and sub-controller doors. The table is organized by

controller and displays all readers within each corresponding controller or sub-controller. Green represents a

controller or sub-controller that is online, and Red represents a controller or sub-controller that is offline.

Anti Passback

The Anti PassbackAnti PassbackAnti PassbackAnti Passback mode is used to prevent more than one person from using the same card in a controlled

area.

ExampleExampleExampleExample: MonitorCast is used to monitor a parking garage, which typically has only one EntryEntryEntryEntry, and one ExitExitExitExit.

For every EntryEntryEntryEntry a cardholder has to an area, a corresponding ExitExitExitExit is needed for the person to use the card

again at the EntryEntryEntryEntry.

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This prevents a cardholder from passing their card to another person for access. If this was attempted with

the Anti Passback setting enabled, the second card swipe to the EntryEntryEntryEntry does not allow access until the ExitExitExitExit

reader is first swiped.

(1) OCCUPANCY CONTROL

The Occupancy Control setting allows the user to set the maximum number of cardholders allowed in an area.

Using the previous parking garage example, if the garage only had twenty parking spaces, the user could deny

access to the twenty-first person trying to enter. Once someone exits the garage, another is allowed in.

The user may also set up a HighHighHighHigh OccupancyOccupancyOccupancyOccupancy and Low OccupancyLow OccupancyLow OccupancyLow Occupancy alert that would be shown on the dashboard.

This allows the user to know when the area is getting close to maximum occupancy, or the area is getting close

to being empty.

Once the last person leaves the area, an Occupancy count reached zeroOccupancy count reached zeroOccupancy count reached zeroOccupancy count reached zero event is shown on the dashboard.

Occupancy Control Email NotificationOccupancy Control Email NotificationOccupancy Control Email NotificationOccupancy Control Email Notification

The Occupancy Control Email notification is a rules that will notify a designated email address of specific

Occupany numbers:

• Max Occupancy Count Zero

• Max Occupancy Count Low

• Max Occupancy Count Warning

• Max Occupancy Count Reached

(2) DUAL PERSONNEL REQUIREMENT

This feature allows the administrator to create an area that should never be populated by only one person. If

enabled, two cardholders are required to swipe into the area at the same time, if the occupancy count is zero.

If there are only two people left in the area, both would be required to swipe out at the same time as well.

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Note:Note:Note:Note: Dual Card AuthenOcaOonDual Card AuthenOcaOonDual Card AuthenOcaOonDual Card AuthenOcaOon is a feature similar to the Dual Personnel Requirement.

The Dual Card Authentication feature requires two cardholders to swipe in on every entry and exit, rather than

just the first two individuals in followed by the last two individuals out. If the Dual Card Authentication setting

is preferred, the settings can be altered on the Hardware Configuration page in the Reader settings.

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(3) HARDWARE STATUS ICONS

Reader Modes :

Locked/Card or PIN

Unlocked

Lock Down

Offline

Door Open/Close :

Door Closed

Door Open

Door Offline

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Alarms:

Forced Door

Door Held Open after a Granted or REX

At the top of the page there is a drop-down for

Auto Refresh, seen left.

Filters may also be created to customize the view of the hardware status.

First, click the AddAddAddAdd button to the right of the filter drop-down. Name the filter and choose

the Reader Groups or individual Readers you would like for the Hardware Status view.

When finished, click SaveSaveSaveSave and the new filter will

be shown in the drop-down, as shown.

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To delete a filter, select it from the drop-down,

click the Edit button and click DeleteDeleteDeleteDelete.

(4) HARDWARE READER GROUPS

Reader Groups can be setup to label sets of readers into an organized group. This allows you to use multiple

readers while configuring Access Levels and Schedules.

To set up a reader group, click on HardwareHardwareHardwareHardware,

followed by Reader GroupsReader GroupsReader GroupsReader Groups in the main menu.

Next, create a name for the group of readers and

provide a brief description of where the readers

are located.

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Next, assign the readers belonging to that group.

The readers are organized by site on the right

area of the window.

Select readers by clicking the checkboxes next to

the readers.

The reader group is created and displayed in the Reader Groups area.

To edit an existing Reader Group, select the name of the Reader Group and make the changes in the right

panel. Be sure to select SaveSaveSaveSave after each entry. Restart the AC Server service to apply changes.

(5) HARDWARE CARD FORMAT

MonitorCast v4.1 supports numerous data card formats including:

● 26 Bit Standard (HID)

● 35 Bit (HID)

● HID PIV-EP (HID)

● 26 Bit with 24 Bit Card number (HID)

● 36 Bit (HID Corporate)

● 26 Bit Universal Card Format

● 37 Bit Universal Card Format

● Magstripe (IVECO)

Additional custom formats may be added upon request. Edit Card FormatEdit Card FormatEdit Card FormatEdit Card Format

allows changing different properties including Facility CodeFacility CodeFacility CodeFacility Code, which allows

configuring the Facility CodeFacility CodeFacility CodeFacility Code, this is required before use at the facility.

Elevator Control

Elevator control is a new feature within MonitorCast v4.1.

The setup of this feature was designed for ease of use and functionality. Three sections cover the control of

each portion of elevator setup, floor access, and scheduling. Once configured, elevator features become

options for other portions of MonitorCast v4.1.

(1) ELEVATOR SETUP

The Elevator Control feature allows a user to setup Floor Access Levels for cardholders, as well as provide Floor Floor Floor Floor

TrackingTrackingTrackingTracking for cardholders within the DashboardDashboardDashboardDashboard and ReportsReportsReportsReports.

(1A) ADDING AN ELEVATOR

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To add an elevator, navigate to the Hardware Tab. Select ElevatorsElevatorsElevatorsElevators > Elevator ControlElevator ControlElevator ControlElevator Control.

A new page appears, titled Elevator SetupElevator SetupElevator SetupElevator Setup as shown below.

A drop-down menu allows the Administrator to select any previously created elevators. Provides a space to

enter an elevator name, a description, as well as the associated controller, the associated reader, the type of

elevator, Options to Enable First Floor (out) and First Floor Selection (in), the number of floors covered by the

elevator, the amount of time the button is activated, and duration of time the relay strike times are to be used.

Step 1: Click the Plus symbol to create a new

elevator.

Step2: A new page appears, as seen in the

image, Left.

Step3Step3Step3Step3: provide an elevator name.

Step 4Step 4Step 4Step 4: (Optional) Provide a description of the

elevator.

Step 5Step 5Step 5Step 5: Select a controller.

Step 6Step 6Step 6Step 6: Select an Elevator Reader

Step 7Step 7Step 7Step 7: Select an Elevator type.

Step 8: Select First Floor Controller number

(must be in linear order on the board)

Step 9Step 9Step 9Step 9: Select First Floor Controller

Step 10Step 10Step 10Step 10: Provide the number of floors

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Step 11Step 11Step 11Step 11: provide button activation time.

(Recommended: 20-30 seconds and then

adjust as needed)

Step 12Step 12Step 12Step 12: Provide Relay Strike (wait) time.

(Recommended value to match that of the

Button Activation time, above for testing.

Adjust as demand dictates)

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(i) Elevators: Special Considerations

•••• SITES WITH ONLY TWO FLOORS:

For sites with only two floors, this feature may not be the most beneficial. An alternative solution is to use a

ReaderReaderReaderReader near the button to call the Elevator instead of a ReaderReaderReaderReader inside of the Elevator.

If using this setup instead of the Elevator ControlElevator ControlElevator ControlElevator Control feature, the wiring from the output (dedicated for the

Reader’s Door Strike) can be used as a dry contact. It would be looped in with the Elevator button and into the

Elevator sub-controller. An example of this is seen in the image below.

In the setup shown above, the cardholder would swipe the ReaderReaderReaderReader. That swipe causes the OutputOutputOutputOutput for the Door Door Door Door

StrikeStrikeStrikeStrike to CloseCloseCloseClose its side of the wired loop. Pressing the Elevator button will complete the loop.

*NoteNoteNoteNote: Inputs and Outputs used for an Elevator setup will need to be set to Unused Input and General Output in the

Hardware Config page:

When configuring the Inputs Inputs Inputs Inputs and Outputs Outputs Outputs Outputs for the Elevator, Elevator, Elevator, Elevator, only one device can be configured at a time as

seen in the images below:

The MR16In MR16In MR16In MR16In and MR16Out MR16Out MR16Out MR16Out sub-controllers offer a higher number of connection types, which increases the

ease of implementation.

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The device chosen for the Inputs Inputs Inputs Inputs and Outputs Outputs Outputs Outputs fields are limited to what device is associated with the sub-

controller. This is due to the limitations of the 1501, MR51e, 1501, MR51e, 1501, MR51e, 1501, MR51e, and MR50 MR50 MR50 MR50 and their maximum of 2 OutputsOutputsOutputsOutputs.

NoteNoteNoteNote: During the configuraOon process, the Inputs Inputs Inputs Inputs and Outputs Outputs Outputs Outputs used will only work in consecuOve order, Inputs Inputs Inputs Inputs and

Outputs Outputs Outputs Outputs appearing out of linear numerical order cannot be skipped during the configuraOon of elevators. This is

demonstrated in the image below:

(2) FLOOR SCHEDULE

In some instances, there may be a need to limit access to specific floors during specific times. The Floor

Scheduler section associates an elevator with a previously created time schedule. This can be for the elevators

in use to return to a specific location after hours, force the use of a security card, and, potentially, be added as

a part of a rule in the new Rules Manager section.

On this page, the administrator is able to provide an elevator schedule name and description, select a specific

floor, and then elect to choose the previously created schedule for operating times.

This feature can force an elevator to return to the first floor when completed with a run, so that it is available

again for new passengers.

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(3) FLOOR NAMES

Floor names allow for grouping of several floors that can later be assigned to an elevator for limited use, or for

assigning to an elevator schedule. This makes for easier association of specific elevators to floors that might be

locked from the public, or require additional security clearance for access.

HARDWARE AND PERSONNEL

SCHEDULES A schedule is a set period of time applied between predefined hours as a control set.

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For example: Without an applied schedule, a door will remain in a locked state and will not be accessible.

There are three types of schedules that can be set up in MonitorCast v4.1: Basic, Holiday, and SnowDay door

schedule.

BASIC SCHEDULES Basic schedules are used to define door reader activity under normal use and can also be applied to various

Access Levels. The basic schedule is typically used the majority of the time and is the primary schedule for the

doors during normal business hours.

To create a basic standard schedule,

click SchedulesSchedulesSchedulesSchedules > BasicBasicBasicBasic from the main

menu.

Click the (+)(+)(+)(+) icon to create the Time

schedule name.

Once created, set the start timestart timestart timestart time and the

end timeend timeend timeend time intervals by using the slider

tools or by typing into the fields

provided.

(The time format is based on of 24-hour

clock format.)

New site-based setup starts with clicking

Add New from the site:

In the example above, the sliders are being dragged in an effort to change the time interval.

Optionally, on the same screen, the use of the keyboard to manually set the time is available. Next, select

the days of the week in which the schedule will apply. Multiple time intervals may be added on the same

day. If more time intervals are needed, click on the (+)(+)(+)(+) sign to add another level or intervals.

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Once all time intervals have been set up,

click SaveSaveSaveSave. All basic schedules will

come into effect immediately. The

access level and door schedule sections

at the base of the page will display all

Access Levels being used during the

configuration of the schedule.

Holiday Mask

Holiday Masks act as a temporary override of a normal schedule rule. This allows for deviations from a normal

schedule cycle, and allows for the automation of device overrides on specific days and times. Upon completion

of a Holiday MaskHoliday MaskHoliday MaskHoliday Mask schedule override, the default schedule resumes as normal.

SnowDay Mask

SnowDay Mask is a setting that allows the user to have all Schedules disabled, including Advanced Schedules,

on a temporary basis.

It is found on the Schedule setup page for any specific schedule associated with a controller.

Select SnowDay Mask on any given controller to allow it to have any schedule overwritten with SnowDay

control.

HOLIDAY SCHEDULES Holiday schedules are used for individual full day changes from the Basic Schedule such as Christmas Day,

Thanksgiving Day, or Labor Day since they require a full day change. Holiday schedules can be scheduled in

advance and pre-planned.

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When active, holidays force all readers into a Locked StateLocked StateLocked StateLocked State and Card

or Pin access is required.

To create or plan out a holiday schedule, click on SchedulesSchedulesSchedulesSchedules > HolidayHolidayHolidayHoliday

from the main menu.

Create a holiday description, start date and end date for your holiday events.

Since time frames are not included, this function includes the full day.

Any actions assigned here are in effect for a full 24-hour period.

ExampleExampleExampleExample: Doors need to change to a LOCKED status with card or pin access only for a full day.

The start date and end date will remain the same for that day.

Configure the LOCKED status by opening the ActiveActiveActiveActive column and selecting the checkbox to enableenableenableenable the

holiday.

After adding the NameNameNameName, Start Start Start Start and End DatesEnd DatesEnd DatesEnd Dates, choose which Site(s)Site(s)Site(s)Site(s), click Create NewCreate NewCreate NewCreate New.

After editing a Holiday, make sure to click Save Save Save Save .

To remove a Holiday, click Delete Delete Delete Delete .

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ONE TIME SCHEDULE

To create an Access Level for Personnel for just one date, instead of weekly

access setup through Basic Schedule, create a One Time Schedule for the

Access Level.

Click the Add Add Add Add button, create the name of the One Time One Time One Time One Time ScheduleScheduleScheduleSchedule, choose which

Site(s)Site(s)Site(s)Site(s) it will apply, then choose which DateDateDateDate, and the Start Start Start Start and End TimeEnd TimeEnd TimeEnd Time, and

click SaveSaveSaveSave.

Any Access Levels assigned to the One Time Schedule will be displayed at the

bottom as in the image below.

DOOR SCHEDULES

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Door schedules are specific time periods defined for use by MonitorCast v4.1. This is an editable, reusable

time template that may be used to control when doors are accessible and at what status the door should be

read. User access privileges are the result of a three-way relationship created between users, door readers,

and a door schedule.

To create a door schedule, click SchedulesSchedulesSchedulesSchedules > Door ScheduleDoor ScheduleDoor ScheduleDoor Schedule from the

main menu.

Using the icon, create a new door schedule by assigning this

door schedule a unique name and selecting the designated sites

desired.

Click SaveSaveSaveSave to apply the name.

Next, select the desired schedule to apply to this Door ScheduleDoor ScheduleDoor ScheduleDoor Schedule.

The Schedule drop-down reads all existing Basic SchedulesBasic SchedulesBasic SchedulesBasic Schedules in the system in order to determine the times

involved for the specified door schedule. In the example below, ‘Always’ is selected.

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Next, select the desired action for which the door schedule will take effect during the time periods that the

door schedule is ActiveActiveActiveActive and/or InactiveInactiveInactiveInactive.

The following options are predefined:

1. Disable the ACR, No REX

2. Unlock (unlimited access)

3. Locked (No access, REX active)

4. Facility Code Only

5. Card Only

6. PIN Only

7. Card and Pin Required

8. Card or Pin Required

When the door schedule is active, the selected action is in effect. While when the door schedule is inactive,

the action follows the InactiveInactiveInactiveInactive action rule as defined.

Finally, select the desired reader to include on the door schedule. The schedules available in the drop-down

are set up under Basic Schedule. For example, if this door schedule only appears to certain Reader Groups

(front and main doors), select those Reader Groups from the grid, on the right.

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Advanced Schedules

Advanced SchedulesAdvanced SchedulesAdvanced SchedulesAdvanced Schedules allow administrators to create custom door schedules that involve multiple time frames

throughout the day. Unlike the traditional door schedules that affect a full 24-hour period, Advanced Advanced Advanced Advanced

SchedulesSchedulesSchedulesSchedules allow the administrator to edit specific time frames the schedule follows. For example, Advanced Advanced Advanced Advanced

SchedulesSchedulesSchedulesSchedules may be used to schedule a special event that places the doors of the desired locations to remain

locked/unlocked. Advanced SchedulesAdvanced SchedulesAdvanced SchedulesAdvanced Schedules may be configured in advanced of a specific time, inclusive to a holiday

schedule, or a time frame outside of a regular basic schedule, to cover a special event.

To set up an Advanced Schedule, click on Schedules on the main menu, followed by

Advanced Schedules.

Click Add NewAdd NewAdd NewAdd New.

Create a new schedule by

providing a name for the

schedule, dates the schedule

will take effect, and start/end

time.

Determine what action the

schedule completes when

active, as well as what action

the reader takes when in

inactive mode. The image above displays an example of a completed Advanced Advanced Advanced Advanced

ScheduleScheduleScheduleSchedule form.

Next, select the Readers Readers Readers Readers to

which the schedule applies.

For example, if the schedule

only affects a subset of main

doors, select those readers

from the Reader Group area

or individually select the

readers.

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Click SaveSaveSaveSave to finalize your changes and save the schedule. Once created, the schedule appears in the table

below. Edits may be made on the schedule by selecting the name of the schedule and making those

changes in the form. To remove the schedule, click the DeleteDeleteDeleteDelete button.

Daylight Savings SettingsDaylight Savings SettingsDaylight Savings SettingsDaylight Savings Settings

Daylight savings setting is preconfigured in MonitorCast v4.1 to utilize the correct time schedules. Each setting

is then passed to the controllers, giving the controller its own independent timing settings. This allows the

controller to handle daylight saving times in the event that the server is down or not available.

To set up your daylight savings settings, click on

SchedulesSchedulesSchedulesSchedules followed by DaylightDaylightDaylightDaylight SavingSavingSavingSaving.

A general outline is setup by default as

follows:

Year Start Date End Date

2014 3/9/2014 11/2/2014

2015 3/8/2015 11/1/2015

2016 3/13/2016 11/6/2016

2017 3/12/2017 11/5/2017

2018 3/11/2018 11/4/2018

2019 3/10/2019 11/3/2019

2020 3/8/2020 11/1/2020

In regions that do not follow DST, it may be

necessary to remove or deactivate the settings from

the controllers by removing the settings or changing

the Apply AllApply AllApply AllApply All to deselect.

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PERSONNEL AND USERS To distinguish between Users and Personnel, a distinction must be made.

Personnel, in the sections below, are individuals that are only card holders.

Users can be cardholders, but they also have access to the MonitorCast server, has access to view or modify

settings that the administrator has granted a user to access.

In most instances, there will be no need to add more than a few known users to any MonitorCast system,

unless a job function requires access. Otherwise, the majority of individuals in the detail records of the

MonitorCast system are merely considered key-holders.

Personnel

To create personnel in MonitorCast v4.1, you may choose the manual method, import the card holders via

Active Directory, or import via CSV. Importing via CSV allows the administrator to choose the destination site

for importing. No additional steps are required once the CSV is imported as with previous versions.

(1) ENROLLMENT READER

The Enrollment ReaderEnrollment ReaderEnrollment ReaderEnrollment Reader allows the administrator to swipe a card to find the personnel file associated with it, in

the event that a found card is returned to security personnel. Additionally, a new personnel file profile can be

added if the card swiped is new to the system and has not had a personnel file associated with it.

To utilize this feature, first select the card reader that will be used for scanning cards with access to the

MonitorCast Enrollment Reader page.

Next, slide the Enable Enrollment Reader to the OnOnOnOn position.

The icon will turn Green.

Next, select the card reader that will be used for reading the swiped card, the nearest workstation to verify

information from the card, or add new information to the card, if the card was not previously used.

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Once this is done, select SaveSaveSaveSave at the bottom of the page.

After configuration is updated, use the resulting information to determine what steps will be necessary where

the results are known.

1) Take an existing card and use it to swipe through the reader.

a) If the card has data that was previously associated with it, that information will appear on the

screen.

b) If a card has not had any personnel data associated with it, then follow the below steps for

providing a manual entry.

Changes to card data can be made by following the necessary steps in the Editing Users section.

After a reader has been selected to be used as an enrollment reader, users can now add a card by presenting a

new badge to that reader. Once a badge has been presented, the card number will be preloaded and the

Administrative user can enter the cardholder’s information. If a badge is presented that was previously

assigned to a user, the user information will display that information. The information can be modified on the

personnel’s page as needed.

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(1A) ADDING PERSONNEL UNIDENTIFIED CARD

One feature that has been added to MonitorCast v4.1 is the ability to create a new user from a card with no

personnel information. This was added in an effort to ease the process for adding new staff members or

temporary card access to the access control system.

A new card will appear in the Events page with Access Denied. In the name field, a number will appear for the

card. When this event is expected, the icon with a ++++ symbol next to the number in the Name column. (seen in

image below)

When the administrator clicks on the plus icon next to the 1032 “name” above, they will be taken to a

Personnel Setup screen (seen below). Information about the new card user can be entered, and the card will

follow any rules or schedules that have been applied to it.

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(2) MANUAL CARDHOLDER CREATION

To create cardholders manually, click on Personnel Personnel Personnel Personnel from the main menu. Type the cardholder details you wish

to create by entering the information on the form.

Required fields include:

● First name

● Last name

● Active date

● Card Number

Personnel Restrictions are added by

the administrator to prevent

personnel from modifying these fields

after they are configured.

To add a photo, click on the photo

frame or select the (++++) icon within the

picture window.

A snapshot can be used from a camera

device connected to the PC by

selecting the camera icon.

This action uploads the snapshot to

the database for repeated use, until

altered at a later time.

To capture an image from a web cam, click on the photo icon. A new box appears that begins the capture

process. Snapshot the image and attach it to the record.

A photo may also be uploaded by browsing to a known file location and then selecting OpenOpenOpenOpen.

Browse to the photo’s file location and select the desired photo. Allow the window to refresh and a photo will

be attached to the record upon saving. This cardholder (user) may also be assigned to a specific personnel

group and/or granted specific access levels if desired.

The image can be cropped to better suit the user image and provide a cleaner face shot of the card holder.

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Simply click and drag the slider icon at the bottom of the image to bring focus to the cardholder’s best features

and for ease of recognition of the card holder for security purposes.

Expanding the More DetailsMore DetailsMore DetailsMore Details section at the base of the setup page reveals more detail records. There, it is

possible to enable editing the ENABLE ADA settings, card use limit count, employee ID, contact details, and

address information.

To assign an ADA setting to a cardholder, select the checkbox Enable ADA settingsEnable ADA settingsEnable ADA settingsEnable ADA settings. This setting allows for

extended access-granted and door-held open times, which can be configured in the Hardware Configuration

settings.

Card Use LimitCard Use LimitCard Use LimitCard Use Limit is used to impose a limit on the number of instances that a card can be used.

For Example: When a personnel card is permitted to be used a maximum of 10 times, the number setting

should be listed as ‘10’ in the settings. After the 10 card readers are used, an Access Denied will be displayed

on the User DashboardDashboardDashboardDashboard and Basic ReportBasic ReportBasic ReportBasic Report.

NoteNoteNoteNote: To uOlize Card Use Limit, the secng must also be changed in the Hardware ConfiguraOonHardware ConfiguraOonHardware ConfiguraOonHardware ConfiguraOon > Advanced Reader Advanced Reader Advanced Reader Advanced Reader

secngssecngssecngssecngs > Enable Use LimitEnable Use LimitEnable Use LimitEnable Use Limit. Each reader must be configured to enable this specific secng in order to be effecOve.

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(2A) EDITING AND SEARCHING

Locating a personnel cardholder is done by using the SearchSearchSearchSearch option above the left navigation window. Use

the search box for locating first or last name of the person. The left navigation filters the search results

actively. To edit a card, click the name of the personnel and make changes to the form.

Click Save Save Save Save to apply the desired changes.

The Save & New Save & New Save & New Save & New option allows the current record

to be saved, then clears the screen to start a new

record. This option is useful when editing is

needed before creating a new record

(2B) PERSONNEL GROUPS

The advantage to creating and assigning personnel groups is to be able to make changes to a group of

individuals in batch form.

Personnel Groups ExamplePersonnel Groups ExamplePersonnel Groups ExamplePersonnel Groups Example:

All principals or administrative staff might be listed in separate groups from the teacher group.

Personnel groups also come into effect when creating door schedules. When mass changes need to be made,

using groups allows modifications to occur on a larger scale to multiple users.

To create a personnel group, click PersonnelPersonnelPersonnelPersonnel > Personnel GroupsPersonnel GroupsPersonnel GroupsPersonnel Groups from the main menu, then click NewNewNewNew. Create a

new name for the group and select SaveSaveSaveSave to finalize the change. After the group is created, it will be displayed

on the left menu.

To add existing personnel, drag the desired members from the personnel section to the group members section

of the page. Access Levels can also be assigned to the personnel group.

Click Save Save Save Save to assign the group members.

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(3) PERSONNEL ACCESS LEVELS

An Access Level is defined as a reader or group of readers with a time schedule association. Access Levels

determine when a cardholder can access specified readers. Prior to creating the Access Level and Personnel in

your MonitorCast v4.1 system, the breakdown of your access level by sites, user groups departments, or areas

of access is recommended.

(3A) CREATING ACCESS LEVELS

To create access levels, click Access LevelsAccess LevelsAccess LevelsAccess Levels in the main menu. Click the (++++) sign on the access level drop-down,

and provide a name to your access level. For this example, ‘IT Access’ was selected.

Once created, select a schedule for this access level to follow. Use the drop-down next to Basic ScheduleBasic ScheduleBasic ScheduleBasic Schedule to

select this schedule, or create a new time schedule. Creating a time schedule requires giving that the schedule

a unique name and to select specific sites to be associated with that schedule, as well as selecting new time

intervals.

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Always is preset for all MonitorCast v4.1 setups. Other ranges of time for scheduling may be added if desired.

Click Save Save Save Save to finalize the time schedule.

Next, select all readers that should follow this Access Level Access Level Access Level Access Level and time schedule.

Select the reader groups or individual readers from the ReadersReadersReadersReaders tab.

Once all desired readers are selected, click Save Save Save Save to finalize the changes.

The access levels are now in effect. Restart the affected controllers to apply changes completely.

(4) SITES

With the multiple Sie configuration control available as of Version 4.1, the ability to assign Users to multiple

sites, or designate a user to only a single location is now a part of the User Profile section. To use this feature,

it is assumed that a shared SQL Database configuration is in place.

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To designate a user to multiple locations while viewing the User profile that will be

modified, select the Sites tab found to the right of the Access Levels tab.

Select a site, or sites, that will be applied to the user.

Next, select SaveSaveSaveSave.

Users

MonitorCast supports two main types of users: AdministratorsAdministratorsAdministratorsAdministrators and NonNonNonNon----AdministratorsAdministratorsAdministratorsAdministrators.

Administrator users have access to all functionality and can create, edit, and modify all settings in the

application.

Non-Administrators have limited access to the dashboard in the application. The non-administrator user

functionality is limited to monitoring the dashboard, and they are unable to change any settings in the

application set by an Administrator.

(1) ADD/REMOVE NEW USERS

To add a new user, click UsersUsersUsersUsers in the main menu and select UsersUsersUsersUsers. Fill in the desired username, password, full

name and e-mail address of the user. The username and password are used by the primary user to login.

The ActiveActiveActiveActive field defines whether or not the

user is active, thus able to log into the

software.

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A user may be deactivated by moving the green slider into the off position.

A user may be designated as an Administrator by selecting the AdministratorAdministratorAdministratorAdministrator slider into the checked position

(green) or creating a non-administrator user by leaving the slider in the OFF (not green) position.

The default profile settings are enabled on all Administrators allowing full access to all functionality, including

adding and removing hardware, changing configuration settings, altering door schedules and is a security

consideration to be accounted for when configuring the system for the first time.

In the event that the Administrator needs limited access, click the Profile settings section and expand the

section to be removed by de-selecting the corresponding check boxes.

For example, if an Administrator is not allowed to create new Personnel, then disable this by, deselecting the

checkboxes under PersonnelPersonnelPersonnelPersonnel > Command ButtonsCommand ButtonsCommand ButtonsCommand Buttons.

Once all information is correct, click Save Save Save Save at the base of the screen to create the user. This user will

immediately be able to log into the software upon saving.

A list of created users is available on the left

pane table.

To create multiple users with similar permissions, select copycopycopycopy for any existing user name.

A copied user will be displayed in the left tree. Once copied, the name, username, password, and e-mail

address can be edited to match the new owner of the account. Be sure to save any changes made to the

copied users.

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Removing users may be done by clicking the

trash bin icon. A prompt will appear asking

for confirmation to delete the user.

Personnel Filtering:

In the event there is a need to filter all Personnel in every site, follow these steps:

Personnel page and Personnel Group Page

1. Add check box (Include all personnel)

2. If check box is selected, load all personnel like current version.

2. Check box is unselected by default

3. Checkbox selection value should be in session variable. When User checked the checkbox, and

navigate back to personnel page, the checkbox should still be checked.

(2) EDITING USERS

To edit an existing user, select UsersUsersUsersUsers from the main menu and select UsersUsersUsersUsers on the menu item that appears.

Select the desired name to edit from the left menu. Once selected, the username or permissions may be

edited, as shown in the table below. A password confirmation pop-up appears to verify passwords on account

creation.

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Click Save Save Save Save to finalize the changes.

(3) USER PROFILE

In order for a User to manage their own profile, they will click on their

username in the top right-hand corner of the application. Next, they will

select My ProfileMy ProfileMy ProfileMy Profile.

On the My Profile My Profile My Profile My Profile window, the username, name, and e-mail address can be edited.

Password information can also be edited by providing the current password and then creating a new

password.

NoteNoteNoteNote: Passwords areareareare case sensitive

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Click Save Save Save Save to finalize any updates or changes made to the profile.

(4) USER GROUPS

Similarly, to personnel groups, Users can be grouped into User GroupsUser GroupsUser GroupsUser Groups in order to manage permissions for all

users in a specific group. As an example, for a group of users that are only allowed access to the Personnel

page, set up the User GroupUser GroupUser GroupUser Group with only access to the PersonnelPersonnelPersonnelPersonnel page, add a user to the group, and the settings

will automatically become inherited for that user.

Follow these steps to create a User Group for MonitorCast access:

Step 1Step 1Step 1Step 1:

create a user group. Click on Users Users Users Users > User GroupsUser GroupsUser GroupsUser Groups.

Step 2Step 2Step 2Step 2: Toggle on the Administrator setting if the need exists for the User groups to be labeled as an

Administrator. (All permissions will be set to true.)

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Step 3Step 3Step 3Step 3: Label the group with a unique name.

Step 4Step 4Step 4Step 4: Click SSSSaveaveaveave.

(4A) RESTRICTING GROUP ACCESS

If the need for more restricted access is prevalent, create a custom user group permission following the steps

above. Do not to on the Administrator tab above, so each available permission can be selected individually.

Next, label the new group with a distinct name.

Click Save Save Save Save to finalize the changes. The name of the new group appears in the left tree window.

(4B) ADDING A USER TO A GROUP

To apply a User group to a user, click Edit Edit Edit Edit on a User by selecting the name from the left tree.

Next select the User group that user will have applied to it.

Click Save Save Save Save to apply the changes.

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HELP & SUPPORT RESOURCES YouTube Tutorials: http://www.youtube.com/user/videoinsighttv

Downloads: http://downloadvi.com

REMOTE SUPPORT If you require personal assistance from one of our Technical Support representatives, please contact us using

one of our methods below. MonitorCast requests that the user install the TeamViewer client application prior

to requesting remote support. ToToToTo install TeamViewer: install TeamViewer: install TeamViewer: install TeamViewer:

1. Browse to http://www.downloadvi.com

2. Click the VI Remote Support QS button.

3. Click Run at the prompt.

4. Click Run again.

5. Call us at Technical Support at 713-621-9779.

6. Give the representative your ID. Your ID is randomly generated every time you request remote

support.

7. The representative will log on to your computer and show you how to correct the issue.

CONTACT US In Person In Person In Person In Person

800 Gessner, Suite 700

Houston, Texas 77024

Hours of Operation Hours of Operation Hours of Operation Hours of Operation

9:00 AM - 6:00 PM CST,

Monday – Friday

By Phone:By Phone:By Phone:By Phone: 713-621-9779

By Fax:By Fax:By Fax:By Fax: 713-621-7281

Sales DepartmentSales DepartmentSales DepartmentSales Department: 713-621-9779

Technical Support HoursTechnical Support HoursTechnical Support HoursTechnical Support Hours:

Monday – Friday 7:00 AM - 7:00 PM CSTCSTCSTCST,

Saturdays and Holidays: 10:00 AM - 2:00 PM CSTCSTCSTCST

For Emergency Support only:

Please call our Answering Service at 877877877877----743743743743----2403240324032403 and the support

engineer on call will be paged to assist you.

BBBBy Email:y Email:y Email:y Email: [email protected]

Note:Note:Note:Note: This informaOon is made available for clients only in North America and the United States. For Support

informaOon outside of the United States, please contact your sales agent or vendor for more informaOon.