VEREX Director V4.73 User's Guide 21-0381E v4.7.3 (2008.08) © 2008 CSG Security Inc. / Sécurité CSG Inc. i Using this Guide v Welcome 1 Entering an Area & Disarming the Sy stem 2 Welcome to VEREX Director 4 Start-up and Logging In 4 Ex iting, Logging Off, or Changing Operators 6 T he Desktop 8 Other Desktop Choices 10 Runnin g Reports, and Monitoring System Activity 13 T ime-and-Attendance Reporting 14 Required-Attendance T ime-Periods 18 Roll-Call Reports (v4.61) 20 Reporting on System & Personnel Activity 21 Reporting on Previous Guard-T ours 24 Reporting on User Access Authorities (by Area, Door, or Floor) 26 Reporting on Users, S ystem/Device Settings, etc. 28 Reporting on Operator Audits or Panel Com munications Logs 30 Reporti ng on Panel Diagnostics (≥V4.4) 32 Working w ith the Report Viewer 34 Monitoring Sy stem Activity 35 Alarm and Activit y Monitoring 35 'Activating' and Using the Monitoring Windo w 36 Limiting the Windo w to Show Only Specific Messages (Sorting and Filtering) 38 Ackno wledging Alarms (Comment / Resolve) 40 When Messages Cannot be Transmitted to the VEREX Director Software 41 W orking with Video Events (≥V4.5) 42 Visually Verifying Users (Photo-Verification) 44 Guard-T ours: Monitoring 47 Guard T ours: Initial Set Up 50 Checking Status and Controlling Items 53 Maps and Video (Visual Monit oring & Status/Control) 54 Status and Control Using Vis ual Director 54 Camera Status/Control and Adjustments 62 Controlling a Pan/T ilt/Zoom Camera 63 Adjusting Cam era Quality for your Connection/Bandwidth 66 Initial Set Up of : Views, Maps, Cameras 68 Checking Status & Controlling Items 76 Introduction to Status & Control 76 Using the Status Toolbar 78 Miscellaneous Status Tasks 80 Panel Date and T ime 80 Resetting Users' Antipassback Status 82 Clearing a "Bad Card/PIN Global Lockout" 84 Checking S ystem Status (Remote Diagnostics) 86 Checking the S tatus of Panels (Equipment) 88 Checki ng Power Levels (≥V4.4) 90 Checking the Status of Modules 92 Checking Status or Controlling a Suite Securit y System 94 Contents ii VEREX Director V4.73 User's Guide 21-0381E v4.7.3 Checking Status or Controlling Items by Area 96 Area Users (Ac tivity, User Count, and APB-Reset) 99 Checking User In/Out Status 102 Checking Status or Controlling Individual Doors 104 Checking Status or Controlling Elevators 106 Checking Status or Controlling Floors 108 Checking Status or B ypassing Input Points (Sensors) 110 Checking Status or Controlling Outputs (Electronically switched Devices) 112 Panel Communications and Updates 114 Panel Communications 114 Activating Communications and T ransferring Panel Settings 116 Vie wing the Status of Previous Communications Sessions 120 Correcting Communication/Update Errors 122 Checki ng Account Status (≥V4.4) 124 Pane l Firmware Files, and Updating Panel Firmware (≥V4.4) 125 Activating Panel Firm ware Files 125 Updating Panel Firmw are 126 A dministration and Maintenance 129 Operators (People Who Can Use This Software) 130 Setting or Changing an Operator's Pass word 132 Operator Settings (v4.6) 134 Operator Permissions 136 Scheduled Event Filtering for Operators 138 Schedules for User-Access and Area Automation 140 Holiday s and Time-Change Dates 144 Authorit y Groups to Manage Large Numbers of Authorities (v4.6) 146 Authoriti es for Users/Entrants (≥V4.4) 148 Custom Information Categor ies for Users (Custom User Information) 154 Users (Entrant s / Panel Users) 156 T he Photo-Badging Option 162 Cards that Hav e Been Lost 166 Fall-Back Users (Can Enter During Comms Failure) 168 S ystem Maintenance Tasks 170 Pass word and Personal ID Number (PIN) Issues 170 Large S ystems Checking for Software vs. Panel Differences / Conflicts 172 Client/Server S ystems: Checking to See Who Else is Logged onto the Database 173 Checking / Repairing the VEREX Director Database Tables 174 Backing up or Restoring the Database 176 Making a Database 'Backup' Using the Director Software 177 Making a Database 'Backup' Using the Table Repair Utility 178 Setting Backups to Occur Automatically (Scheduled Backups) v4.5 179 Reverting to (Restoring) a Bac kup Copy of the VEREX Director Database 180 Ex porting or Importing Activity or Audit Logs (Archive) 182 Removing old Activity or Audit Logs (Purge) 184 Operating Sy stem Maintenance 185 21-0381E v4.7.3 (2008.08) © 2008 CSG Security Inc. / Sécurité CSG Inc. iii System Configuration 187 Working with Accounts and Folders (Multi-Account Systems) 188 Visual Quick-Start 188 After a Multi-Server Login 191 Advanced Sorting 192 Users and Holiday s Shared Across Multiple Accounts 193 Introduction 193 Phase 1: Account-Specific Data 194 Phase 2: Community Groups 196 Phase 3: Shared Users and Holidays 200 Phase 4: Assign Shared Items to Accounts 202 Account-Wide Panel Settings (Feature-Set, Service PIN, etc.) 204 Event Respons es for Acknowledging Alarms 208 Alarm / Event Instructions 210 Enabling Sounds (to be associated with event/alarm messages) 212 Customizing Ho w Events are Displayed (Event Priority) 214 Detail ed Operator and User Audit Trail (≥V4.6) 216 Setting up Video Events (≥V4.5) 217 Soft ware-Based Text Paging (Serial Reporting) ≥v4.4 218 Panels, Panel Groups, and Connection Settings 220 Panel Groups and Connection Settings 220 S ystem Panels and Displayed Item-Numbers 222 Sy stem Settings for each Panel (≥V4.4) 224 General S ystem Settings for a Panel 224 Intrusion Settin gs for a Panel (≥V4.4) 226 Monitoring, Numeric Paging, & Remote Mgt. Settings 228 Sy stem Card-Access Settings 232 Equipment Set tings (Pseudo / Internal Inputs) 234 Areas and Related Settings. 236 Activit y Monitoring and Auto-Arming 242 Area Groups (≥V4.4) and Multi-panel Arm/Disarm (≥V4.5) 244 Setting up Multi-Panel Arm/Disarm (≥V4.5) 245 Ex pansion Modules 246 Suite-Securit y Keypads and Related Settings 250 Doors, Reader s, and Related Settings 254 Defining a ‘Required Attendance’ Zone 257 About Video E vents 261 Elevators (Lifts ) and Associated Readers 262 Floors (Pertaining to Access-Controlled Elevators / Lifts) 268 Input Points— Monitored Sensors 270 Input Points— Pre-Defined Sensor Types 274 Input Points— Custom Point Types 275 Custom Circuit-T ypes for Input Points (≥V4.4) 278 Programmable Outputs (Signalling & Device-Sw itching) 280 T he Numeric Paging Feature 280 Event T ypes and Events: 282 Commands ( when you right-click an item): 283 Cadence (Getting the Output to Pulse On and Off) (≥V4.2): 283 Multi-Condition Equations: 283 Programmable Output Functions 285 iv VEREX Director V4.73 User's Guide 21-0381E v4.7.3 Installation and Technical Reference 291 PC Issues and Software Installation 292 Recommended Computer Specifications 292 Serial Port Installation and Set Up 294 Windo ws Settings Required 295 Soft ware Installation for a Fresh/New System 297 Upgrading from an Earlier Version of Software 298 If You Need to Transfer the Database to a Different PC 300 DCOM Setup 302 Fire wall Settings (e.g., Windows XPsp2) 302 Soft ware Activation and Licensing 303 Soft ware "Activation Key" 303 Activating Your Soft ware 303 Upgrading Your Soft ware (Adding Optional Features) 305 March Net works R4-R5 DVR Support 306 Net work USB HASP Key (Director ≥V4.51) 306 Remote Soft ware Download and Remote Access (≥V4.7) 308 Client/Server Issues and the Director Server Manager (v4.7) 309 Client/Server A ccess and Permissions 311 Server Vali dation Certificates (≥V4.72) 311 Client Access (Allowable Client List) 312 Setting Up Client Permissions 316 Ne w Installation? Try the Wizard ! 318 Panel Connection Overvie w 319 IP Connectiv ity 321 Secure IP Communications (≥V4.72) 321 PC-to-Panel—Direct Connect ion 322 PC and Panels —Modem Connections 324 PC Modem Ins tallation or Connection 324 Windo ws Modem Setup 324 Panel Modem 325 Serial Port / Modem Setup (Communications Manager) 326 Communication Pools for S ystem Panels 330 Setting Up a Ne w System (Commissioning) 332 Importing Settings from an E xisting VEREX Director System Panel 336 Customizing the My Tools Bar 338 Sy stem Capacities 340 Advanc ed Database Features 345 Overvie w of Features 345 SQL Server Support 345 User-Logins (Needed for: Databas e Query, and SQL Server Support) 346 Linking to the Database (Used for: Custom Query/Reporting; ERM Integration) 348 Automated User-Import (Used for: ERM Int egration) 352 Manually Importing User-Data From a Text File 354 Sy stem / Hardware Reference 355 Ke ypad Tone Reference (≥V4.5 with ≥V4.42 firmware) 358 On-Line Support & Product Information 360 Index 361 21-0381E v4.7.3 (2008.08) © 2008 CSG Security Inc. / Sécurité CSG Inc. v Using this Guide Each topic th at pertains to a specif ic VEREX Director screen generally sho ws ho w t o do things on th e left, and w hat t he av ailable settings mean on the right. This may pertain to a sing le pa ge, or sets of 'facing pages ' as required for larger topics. A b old double-line marks the en d of each 'Ho w-To' section, and the 'selection -descriptions' for the present screen follow thereafter. Use the table of contents (at the front), or the index (at the back) to find a desired topic. The table of contents sho ws the topics as they appear in ea ch chapter, while the index lists topic keywords alphabetically. Tip: The bottom of each right-hand page shows you which chapter you are presently 'in'. (These match the topic-buttons across the top of the on-line help.) To find specific information within a topic, skim through the s ubheadings ( on the left), o r the selection-descriptions for th e specific scr een (on the right) to find what you're looking for. Tip: Additional notes, and links to other applicable sections are provided throughout. You can typically avoid reading the note text unless you run into problems or otherwise feel that you need more information. On-Line Help Tip: The on-line help is structured in the same basic format as this User's Guide, with topic buttons that match the chapters and navigation footers in this guide. As you refer to the User's Guide, you are already becoming familiar with the on-line help (and vice-versa). Copyrights and Trademarks ™ VEREX Director, G-Prox, and Netvision are trademarks of CSG Security Inc. / Sécurité CSG Inc. ™ Pentium is a trademark of Intel Corporation ® Microsoft, Windows, Windows 2000, and Windows XP, are trademarks or registered trademarks of the Microsoft Corporation. © Copyright 2008 CSG Security Inc. / Sécurité CSG Inc. All rights reserved. Disclaimer All soft ware, firmw are, draw ings, diagrams, specifications, catalogues, literature, manuals and other supplied materials shall con stitute the proprietary information of the manufacturer. In the interests of ongoing improvement in quality and design, we reserve the right to change pro duct specific ations without prior notification. Attention: Physical a lteration of hardw are components or removal of electrical de vices may void warranties, and/or affect radio- frequency and electromagnetic emissions. This document is not to be copied, de- compiled, or re-distributed in any form without prior written consent. © Copyright 2008 CSG Security Inc. / Sécurité CSG Inc. vi VEREX Director V4.73 User's Guide 21-0381E v4.7.3 21-0381E v4.7.3 Welcome Report Control Admin Sys Config Tech-Ref 1 Welcome 2 VEREX Director V4.73 User's Guide 21-0381E v4.7.3 Entering an Area & Disarming the System Re ader/Door Mode Area Setting Locked & Card Only Locked & Card+PIN Locked & Card or UID/PIN Locked & UID/PIN Only Disarmed (Off) Present card, open the door Present card, enter PIN open the door Present card or enter user no., enter PIN open the door Enter UID+PIN (or PIN only), open the door Armed & 'Auto Disarm on Valid Token' Present card, open the door Present card, enter PIN open the door Present card or enter user no., enter PIN open the door Enter UID+PIN (or PIN only), open the door Armed & 'PIN- Only' or 'ID+PIN' Present card, open the door. Then log into panel and disarm it. Present card, enter PIN open door. Then log into the panel & disarm it. Present card or enter user no., enter PIN open door. Then log into the panel & disarm it. Enter UID+PIN (or PIN only), open the door. Then log into panel and disarm it. Armed & Dual Custody Present card, open the door. Then login with two user PINs (or ID+PIN), & disarm area. Present card, enter PIN open door. Then login with two user PINs (or ID+PIN), & disarm area. Present card or enter user no., enter PIN open door. Then login with two user PINs (or ID+PIN), & disarm area. Enter UID+PIN (or PIN only), open the door. Then login with two user PINs (or ID+PIN), & disarm area. [...]... Admin Sys Config Tech-Ref 3 Welcome to VEREX Director Start-up and Logging In Multiple Instances: Beginning with Director v4.70, you can run multiple copies of the interface ( Director. exe) This allows you to access different features and/or different accounts at the same time Starting the VEREX Director Software Select Start, Programs, VEREX Di rector V4 , and VEREX Director, and wait for the start-up... The Director- server PC and software must be running (this is the PC that includes " DirectorServer.exe", and typically contains the database as well For additional things to check, refer to "Director Server Manager and Client/Server Issues" (near the back of this guide) If you just upgraded for client/server (server location missing on login screen): You may need to login once, 4 VEREX Director V4.73. .. be 'open' on the network for the Director- server Admin Sys Config Tech-Ref 5 Exiting, Logging Off, or Changing Operators Shutting Down the VEREX Director Software To shut down the VEREX Director softw are, click the X in the ex treme upper-right corner of the VEREX Director screen (or open the File menu, and select Exit) Tip: If you changed any desktop settings, and would like to retain them, be sure... access to the VEREX Director software, it is always a good idea to use the logout (or lockout) feature before leaving your workstation (For a related topic, see "The AutoLockout Feature", previous.) Changing Operators Changing ope rators is simply a matter of one operator logging out, and th e second operator logging in (For details, see previous / above.) 6 VEREX Director V4.73 User's Guide 21-0381E... Activation Key: The VEREX Director software uses a small 'activation key' to manage software licensing and optional features This device must be plugged onto the PC that contains the software database (≥V4: USB connector; ≤V3.3.2: Parallel/printer port; V3.3.3: Either) Note: Director software ≥V4 will not start up if the USB key is missing Client/Server Systems: Take care to ensure that the VEREX Director software... Config Tech-Ref 7 The Desktop Your 'Window' to the System Navigating the Desktop The desktop is your interface to the VEREX Director software, providing a familiar Windows 'look and fee l', with ac cess to all features and items assigne d to you as a VEREX Dir ector operator The VEREX Director interface can be s et as desired by each individua l operator This includes whether they prefe r the MyTools... (When Exiting) - [Yes]: Logs the present operator out, and shuts down the VEREX Director software - [No]: Aborts the exit request If you have changed any desktop settings, a check-box will be provided to let you save your settings Logout / Lockout - [Yes] (Logout): Logs the present operator out, shutting down access to the VEREX Director software (Until the next valid operator performs a 'login'.) -... converting your previous database - Server Location: In a multi-PC (clientserver) installation, this allows you to identify the VEREX Director server Select (or type in) the server "PC name" (or its network "IP address") Director- Server PC: This is the PC that includes " Director- Server.exe", and typically contains the database as well Tip: This can be an IP address, or a name (FQDN) Contact your IT... position To view an item 'full-screen' (such as the monitoring window), double-click its title-bar twice To access the main desktop screen again, double-click the title-bar once again 8 VEREX Director V4.73 User's Guide 21-0381E v4.7.3 Resetting the Desktop After moving and resizing areas of the screen, you may wish to reset the desktop to e ither your last saved settings, or to the initial factory... select [Account Folders] in the 'tree', and double-click an account 2) Right-click a topic in the tree (or open the View menu), and check to ensure that Logical Tree View is not selected VEREX Director V4.73 User's Guide 21-0381E v4.7.3 Listing Configuration and Control & Status Topics in the Tree as a Single List: 1) Click your account/site button in the tree Multi-Account Systems: First select [Account . Inc. vi VEREX Director V4. 73 User's Guide 21-0381E v4. 7.3 21-0381E v4. 7.3 Welcome Report Control Admin Sys Config Tech-Ref 1 Welcome 2 VEREX Director V4. 73 User's Guide. occurs. 4 VEREX Director V4. 73 User's Guide 21-0381E v4. 7.3 Start-up and Logging In Multiple Instances: Beginning with Director v4. 70, you can run multiple copies of the interface ( Director. exe) network for the Director- server. 6 VEREX Director V4. 73 User's Guide 21-0381E v4. 7.3 Exiting, Logging Off, or Changing Operators Shutting Down the VEREX Director Software