Installation Manual

For Assistance, Please Call Technical Support – (515) 558-9444

INSTALLATION MANUAL TABLE OF CONTENTS

ACCESS SENTRY TECHNICAL INFORMATION

3

INSTALLATION OVERVIEW

5

MSDE INSTALLATION

7

DATABASE INSTALLATION

8

SOFTWARE INSTALLATION

13

CREATE ODBC CONNECTION

17

ACCESS SENTRY ACTIVATION

20

ACCESS SENTRY SETUP

23

CONFIGURATION EDITOR – EXTERNAL EMPLOYEE DATABASE

25

UPGRADING FROM A PREVIOUS VERSION OF ACCESS SENTRY

30

ACCESS SENTRY ACTIVATION FROM AN UPGRADE

32

CONFIGURING YOUR HARDWARE WITH ACCESS SENTRY

35

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Access Sentry Technical Information Communication regarding any technical questions with Access Sentry should be referred to CI3 Software Technical Support Staff at (515) 558-9444. Client Operating Systems that are currently supported for Access Sentry: • Windows® 2000 / Windows® 2000 Server • Windows® XP Access Sentry Workstation Requirements: • CPU 90 MHz (233 or greater recommended) • RAM 32 Meg (64 or greater recommended) • Hard Drive: 30 Meg of free space for workstation (100 Meg for Database) An additional total of 30-100 Meg is necessary for the printer, card scanners, camera and signature pad. • Serial Ports: (The printer, 1D Bar Code Scanner and signature pad utilize a serial port or USB Hub.) • USB: Printer, ScanShell 800 Scanner, ScanShell 1000 Scanner, Signature Capture Pad and Camera. • USB Hub: (Optional) • SVGA Video at 800 by 600 or higher • CD Rom Drive • Network Card for LAN System Server Operating Systems that are currently supported for Access Sentry: • Windows® 2000 / Windows® 2000 Server • Windows® XP • Windows® 2003 Server Access Sentry Server Requirements: • Processor 333 MHz min • RAM 64 Meg (128 or greater recommended) • Storage 4GB is the recommended minimum • SVGA Video at 800 by 600 or higher • CD Rom Drive • Network Card for LAN System Note: CI3 Software does not support Access Sentry on any type of Image Casted “Ghosted” computers due to the frequency of network conflicts on these PCs. The more applications that are running on the server, increases size and performance requirements of the hardware. Additionally, the more memory available on the Server the better performance you will get. The data storage requirements can vary. By using the following numbers for calculation, adequate capacity should be achieved. Visitor Information/Data Size (KB) Name/Text Information 1 Photo Capture 20-50 Signature Capture 5-15 Business Card 15-50 ID Scan (2 sided) 5-15 Passport Scan 102-160

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ODBC Connectivity: During the Database Installation process, Access Sentry installs its own database (see MSDE information below) that can store data that has been entered through Access Sentry’s Data Manager and/or Access Sentry workstation software. Answers to Frequently Asked Questions: • Access Sentry is a relatively small package with two installation types: 1. Network 2. Stand-Alone • Access Sentry does not require a new server and the application is written to use standard Windows APIs. • Access Sentry shares data concurrently with other workstations. • Access Sentry does not truncate, but purging and exporting data options are available and are recommended each month to properly maintain the database.

In summary, the Microsoft Data Engine (MSDE) relational database engine exhibits the following characteristics and features: • Fully compatible with Microsoft SQL Server 2000 and SQL Server technologies. • Runs on Windows® 2000 and Windows® XP (both Intel and Alpha) platforms. • Client-server architecture (database operations occur on the database server, not the client machine). • MSDE is capable of running as a service. • The MSDE database size is limited to 2GB. • MSDE does not include a user interface for database development. Instead, other applications such as Access 2000 or custom Visual Basic® applications provide the user interface. • All entries of data into the Access Sentry database are stored in a MSDE database. This would usually be located on a central machine running the MSDE SQL Service Manager that is included in the installation software. • MDAC updates the SQL ODBC drivers, which Access Sentry uses to connect to the database.

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Example Configuration The diagram below illustrates one configuration with Access Sentry. The illustrated configuration shows one package with the web pre-authorization module, and several hardware peripherals.

Browser-based Pre-Authorization Located on Intranet, Internet

Server or PC

MSDE or SQL Database

Access Sentry Database Support folder

Administrator’s office

(additional option)

Employees can pre-authorize guests and groups from their office. Sends guest/group information to the Access Sentry database.

Lobbies

Data Manager, Badger and Dymo Printer (for testing out badge design). Access Sentry workstation software, Dymo printer, Logitech camera, Topaz signature capture pad, ScanShell 800, ScanShell 1000, Symbol bar code scanner.

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Installation Overview The Access Sentry installation is comprised of five main parts. • MSDE 2000 Install – if MSDE or SQL is not currently installed. • Database Install • Workstation Install • ODBC Connection • Connecting to an external Employee Database (optional) Access Sentry can be installed two ways. Standalone (Single Workstation) or Network (Multiple Workstations sharing one Sentry database) Standalone Setup: 1. Install MSDE 2000 or SQL 2000 for the Sentry database. 2. Run the Access Sentry Database Installation. 3. Run the Access Sentry Workstation Installation. 4. Create an ODBC Connection to the Sentry Database. 5. Run Access Sentry for the First Time. 6. Optional Step: Once Access Sentry is setup, you can create an ODBC Connection to an external Employee Database (if one is available). 7. Optional Step: Install additional options, such as hardware or the Browser-Based PreAuthorization. Network Setup: 1. If MSDE or SQL Server is not already installed, install MSDE 2000 or SQL 2000 for the Sentry database on the computer which will be running the Access Sentry Database. 2. Run the Access Sentry Database Install on a centrally located computer or server which is running MSDE or SQL Server. All workstations that will run Access Sentry must have network access to this computer. 3. The Database Install will also create a Support folder on this computer. This folder contains all the additional folders Access Sentry needs to run. (i.e. Archive, Graphics, Signatures, CardScans, etc.) These folders are where scanned card images, signature images, photos, etc. are stored. You will need to ‘Share’ and create a mapped drive to this folder so all other workstations will have access to this folder. When you run the Access Sentry Setup on the workstations, you will need to browse and find the ‘Support’ Folder for Setup to complete. Please consult your Network Administrator for more information on ‘Sharing’ Folders and creating ‘Network Drives’ on a network. 4. Run the Access Sentry Workstation Install on all computers that will be using Access Sentry. 5. On each workstation, create an ODBC Connection to the ‘Sentry’ Database that you installed in step 2. 6. Run Access Sentry for the first time on each workstation to configure its connection to the database and location of the ‘Support’ Folder. 7. Optional Step: Once Access Sentry is setup, you can create an ODBC Connection to an external Employee Database (if one is available). 8. Optional Step: Install additional options, such as hardware or Browser-Based Pre-Authorization.

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MSDE Installation The database install is required regardless of the type of Access Sentry you will be running (network or standalone). • • •

Important notes on the database installation: You must be logged in as an administrator or you may not have sufficient permissions to load the software. If the computer you wish to install the Access Sentry database on already has MSDE or SQL, ensure the ‘MSSQL Server’ Service is running. This must be running to allow the installation program to create the Access Sentry database to your pre-existing MSDE/SQL. Be sure to close all programs before running the Database Installation.

MSDE Installation MSDE (Microsoft SQL Server Design Engine) or SQL 2000 must be installed and running in order to install the Access Sentry Database. If you do not have MSDE or SQL 2000, please use the enclosed CD-Rom to install MSDE. 1. Insert the MSDE CD into your CD-Rom drive. The auto run should run automatically, if not then from within Windows, browse the CD-Rom. Double click the Setup.exe to begin the MSDE installation. The installation will proceed (Figure 1) and then request a restart of the computer (Figure 2). If a restart is not requested, you must manually restart your computer to complete the MSDE Installation. (Figure 1)

(Figure 2)

2. Once the computer restarts, double click on the SQL Server Service Manager in your Task Bar (Figure 3). Select MSSQLServer from the Services dropdown menu and make sure MSSQLServer is running. The Start/Continue button will be grayed out. (Figure 3)

3. Make sure the checkbox is checked for: Auto-Start service when OS starts. (Figure 4) 4. Close the SQL Server Service Manager. (Figure 4)

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Database Installation 1. From the installation splash screen (Figure 1), click ‘Install Products’. (Figure 1)

2.

Select ‘Database’ to start the Sentry database installation. (Figure 2) (Figure 2)

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3. A welcome screen will appear, press ‘Next’. (Figure 3) (Figure 3)

4. If you agree to the license agreement, press ‘Next’. (Figure 4) (Figure 4)

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5. You will have two options to select from on this next screen. (Figure 5) The first option is to install the Sentry Database on this computer. The second option is to install the Access Sentry Support Folders. These are the folders where all graphics and reports will be saved. Each workstation must be pointed to the same Support folders, so all graphics are saved in one location and can be accessed by each workstation. (Figure 5)

6. You will be prompted to choose the Installation Path (Figure 6). Choose ‘Next’ to accept the default location or choose your own location and then press ‘Next’. (Figure 6)

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7. All files and folders will now be copied onto your computer. Click ‘Finish’. (Figure 7) Restart the computer if prompted. (Figure 7)

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Note: If you have SQL or MSDE already on this computer and the SQL administrative user name and password has been changed from the default user name ‘sa’ and blank password, then the following screens will appear (Figure 8) and (Figure 9). After the SQL administrator user name and password have been entered the database installation will continue. You may also see these screens if you have not started the MSSQLServer in the SQL Server Service Manager (refer to page 6, steps 2-4). a)

Choose ‘OK’ to accept the default user name of ‘sa’ or enter your own User ID and then press ‘OK’.

(Figure 8) (Figure 8)

b)

(Figure 9) Choose ‘OK’ to accept the default blank password field or enter your own password and then press ‘OK’. (Figure 9)

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Software Installation Important notes on the software installation: • If you are loading a standalone system, run the database install before beginning the workstation installation. • You must be logged in as an Administrator or you may not have sufficient permissions to load the software. • Close all programs before running the Workstation Installation. 1. Insert the Access Sentry CD into your CD-Rom drive. The auto run should run, if not then from within Windows, browse the CD-Rom. Select Launch.exe; Double click this file to begin setup. 2. On the main splash screen click ‘Install Products’. Select ‘Workstation’ to install Access Sentry, Data Manager and/or Badger software. (Figure 1) (Figure 1)

3. On the welcome screen press ‘Next’. (Figure 2) (Figure 2)

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4. The License Agreement screen is shown. If you agree with the license agreement press ‘Yes’ to continue. (Figure 3) (Figure 3)

5. On this screen (Figure 4) you will be prompted to choose a location to install Access Sentry. The default location is C:\Program Files\CI3 Software\Access Sentry. To accept the default location, choose ‘Next’. To select another location, press ‘Browse’, choose the alternative location and then press ‘Next’. (Figure 4)

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6.

(Figure 5) You will now be prompted to select the Access Sentry products that you wish to install on the workstation. Access Sentry, Data Manager, Badger and the Help files are selected by default. Uncheck any products that should not be installed. After making your selection press ‘Next’. (Figure 5)

7. You will then be prompted to name the program folder. (Figure 6) By default the setup will create an Access Sentry folder. You may also select an existing folder. Make your selection and press ‘Next’. (Figure 6)

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8. Setup will now copy all required files onto your computer. (Figure 7) (Figure 7)

9. Setup is now completed. (Figure 8) Press ‘Finish’ and reboot your computer. You have now successfully installed Access Sentry. (Figure 8)

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Create ODBC Connection From Windows, click Start>Settings>Control Panel. Click the ‘ODBC’ icon in the Control Panel. For Windows 2000 and XP users, ODBC is in the Administrative Tools Folder in the Control Panel. It is recommended that you create the ODBC Connection on the ‘System DSN’ Tab. This will ensure that all users logging onto that PC will have access to this ODBC connection. 1. On the first screen of setup choose ‘Add’. (Figure 1) (Figure 1)

2. Next choose ‘SQL Server’ and press ‘Finish’. (Figure 2) (Figure 2)

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3. In the ‘Name’ field type "Sentry". Leave the ‘Description’ field blank. In the ‘Server’ field use the dropdown to select the server where the Access Sentry database is housed. If the database is on the same machine type (local) local needs to be in parenthesis. Press ‘Next’. (Figure 3) a. Please note on some machines you may need to manually type in the Server name if your computer has never made a connection to this Server before. (Figure 3)

4. Select the ‘With SQL authentication’ option button if it is not selected by default. Type "Sentry" in the ‘Login ID’ field and type “Ci3software” in the password field. Press ‘Next’. (Figure 4)

a. Please note that if your are not connecting to a "(local)" server and when pressing the ‘Next’ button you receive the error telling you the connection failed, you may need to click the "Client Configuration…" button, then select the "TCP/IP" option, press "OK" and continue by pressing the "Next" button. (Figure 4)

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5. Place a check in the ‘Change the default database to:’ checkbox. From the dropdown menu select "Sentry". Press ‘Next’. (Figure 5) (Figure 5)

6. On the following screen press ‘Finish’. (Figure 6) (Figure 6)

7. Press the ‘Test Data Source’ button. (Figure 7) If the screen reads ‘Tests Completed Successfully’ your ODBC connection is setup properly. (Figure 8) If not repeat the ODBC setup. (Figure 7)

(Figure 8)

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Access Sentry Activation 1.

When you launch Access Sentry for the first time you will be prompted to activate it. (figure 1)

(Figure 1)

2. If you purchased Access Sentry you will need to click on the ‘Activate AccessSentry’ green arrow button. If you are evaluating Access Sentry, click on the green arrow button located next to the ‘Evaluate AccessSentry’ text.

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3. If you clicked on the ‘Activate AccessSentry’ arrow button you will receive the ‘Activate Accesssentry By Phone’ screen. (figure 2) (figure 2)

4. When you call in to CI3 Software, you will need to provide the representative with both User Code 1 and User Code 2. Please inform the representative whether you will be using the camera. The representative will then provide you with your Activation Code. If you are using the camera you will be given two codes. One for the activation of the software i.e. Activation Code 1, and the other for the activation of the hardware i.e. Activation Code 2. Note: you will need to run the activation for Data Manager and Badger as well.

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5. Once you enter your codes in the appropriate fields, you will receive a screen stating that the activation is successful (figure 3). Click on Continue. (Figure 3)

6. After you click on Continue you will be prompted to run the Access Sentry setup. 7. If you select the ‘Evaluate AccessSentry’ green arrow button, you will be prompted to configure the Access Sentry setup. The evaluation period will expire after 30 days of use for each component i.e. Access Sentry, Data Manager and Badger. After 30 days you will need to purchase the software in order to continue using it. You will then need to refer to step 2 of this installation manual of this activation section.

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Access Sentry Setup The setup screen automatically displays the first time you run Access Sentry. You can also access the Access Sentry setup screen from within the program. From the toolbar, click System>Setup. Running For The First Time Initial setup is required to run Access Sentry. Follow the steps below to configure Access Sentry: •

To logon to Access Sentry for the first time, use the default name and password of: Name: admin Password: admin This default logon should be changed in Data Manager as soon as possible, and suitable logon names assigned to all workstation users.

1. The first screen on the Access Sentry setup (General Tab) will ask you to enter a unique workstation name. (Figure 1) Each workstation name on a networked Access Sentry system will need to be unique. You also have the ability to check off to ‘View Employee ID’. Leave it unchecked if you do not wish to have the Employee ID/SSN number displayed on the main screen of Access Sentry. If you desire Access Sentry to mark pre-authorized guests that have not been signed in, place a check on the box to enable it, and from the drop-down menu select the desired time: 24 hours, 48 hours or the previous midnight. (This will appear in the Reports done in Data Manager) (Figure 1)

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2. Click on the ‘Database’ tab in Access Sentry Setup. (figure 2) (Figure 2)

3. Under Sentry ODBC Connection, the DSN field should be "Sentry"; UID should be "Sentry"; ci3software should be in the PWD field. *Note: You will need to create an ODBC Connection for the Sentry database prior to setting up Access Sentry for the first time. 4. You must select the Support folder that was installed during the database installation. The location of this file will vary depending upon the selections made during database setup. Reminder, if this is a Network installation, you will need to have a mapped drive to the support folder and it needs to be shared. Example: C:\Program Files\CI3 Software\Access Sentry\Support OR \\servername\sharename\support 5. The remaining tabs (Badge Printer, Signature Pad, Camera and ID Scanner/Barcode) will allow you to choose a badge printer, and enable the following: a signature pad, the photo capture option, a business card, drivers license and/or passport scanner and a 1D Bar Code scanner. You will need to read the manufacturer’s instructions on how to install each device. **the ScanShell 800 and 1000 drivers are located on the Access Sentry Installation Disc.

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Configuration Editor – External Employee Database The Configuration Editor is the tool that allows you to configure how Access Sentry will connect to an external Employee Database. An ODBC connection to the external employee database must be completed prior to setting up the Configuration Editor. Your IT Personnel will need to establish this external ODBC connection prior to configuring Access Sentry to read from your employee database. Using the Configuration Editor In the Access Sentry Setup (From the toolbar click System>Setup) select the ‘Database’ Tab. 1. In the ‘Employee ODBC Connection’ section select the ‘External Database’ option. (Figure 1) Fill in the DSN text box with the employee ODBC Data Source Name(DSN). Enter the User ID (UID) and Password (PWD). Then click the ‘Config Editor’ button. This will be the same information that was used in your external odbc connection from your control panel. (Figure 1)

2. Click on the ‘Config Editor’ button.

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3. Click on the ‘New’ button. (figure 2) You will be prompted to name this configuration. Click on OK. (Figure 2)

4. The name of your new configuration will appear in the field titled ‘Select Configuration’. (figure 3) (figure 3)

4. A list of all table names should be available from the drop down list in the Employee Table combo box. Select the name of the table that holds the Employee Information. After selecting this table name, the Employee Information field combo boxes should populate with all of the fields from your employee table (Note: In some databases this feature is not an option and you will have to manually type in the field name). Select the appropriate fields you wish to tie to the Access Sentry Employee Information fields. **Note: You must associate all Access Sentry Employee Information fields with a field from your employee database. If you do not want to use one of the Access Sentry Employee Information fields, you can: a. Add a field to your existing database, named anything you would like, and tie all unused fields to this field. Or b. Tie all remaining fields to any other field in your table that is rarely used. This method is not recommended, as any information that is in this field will be displayed in Access Sentry when retrieving an employee record.

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5. The Alert Field is used to flag Access Sentry users to an expired or invalid employee. a. Tie this field to the field in your database used to identify this type of record. You can tie this field to 4 different data types: i. Boolean – this is an on/off or yes/no field type ii. Text – Any standard text field iii. Integer – Number field iv. Date – The field is a date or contains date information. There are several date types to choose from when selecting this option. In most cases you will select the ‘Standard’ option, this tells Access Sentry your date information is in a standard month, day, year, time format. 6. Using Photos (Figure 4) If your Employee Database holds employee photos, either in BLOB format or a standard file format like bitmap or J-Peg, you will need to tell Access Sentry how to retrieve these photos. If your Employee Database does not use photos, make sure that in the section called ‘Select Photo Type’ you have selected the ‘None’ option. (Figure 4)

How to retrieve photos 1. Select the appropriate image format, either Standard File Format or BLOB images. a. If you select Standard File Format you will need to specify the default path to look for the photos in.

b. BLOB Images: This method would require an SQL database saving images in BLOB c. Access Sentry also allows you to add a ‘Suffix’ or a ‘Prefix’ to the file name before it attempts to load the photo. If your photos do not have a ‘Prefix’ you will still need to add your ‘suffix’ i.e. .jpg for j-peg images. 2. Select the appropriate Photo Table. In some cases this table may be the same table you used for the standard employee information, in such a case use the drop down combo box to select this same table name. The ‘Link ID’ field is the field that will allow Access Sentry to locate the correct record to retrieve the photo information from. This field must contain the same information as the ‘Unique ID’ field contains under Employee Information. If you are connecting to the same table the Standard Employee Information uses, then you will tie the ‘Link ID’ field to the same one you tied the ‘Unique ID’ Field to under Employee Information.

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3.

Select the appropriate ‘Image’ field. a. In the case of using BLOB images you would select the field that contains the BLOB image. b. If using Standard File Format then select the field that has the picture name in it. Standard File Format: This would require your database to hold an actual file name. Access Sentry supports 2 methods for using file names. 1) The first method would only have the file name (i.e. JaneDoe.bmp) saved to the appropriate field. When loading this picture, Access Sentry would look in the Photo>Employee Folder for this file. 2) The second method is using Universal Naming Conventions (UNC). This would require the field to hold a photo path in the form of (\\ServerName\ShareName\JaneDoe.bmp) **Note: When using Standard File Format, Access Sentry is expecting a file name to be passed to it, i.e. janedoe.bmp. An exception to this rule is if you used UNC paths for all photos, Access Sentry will attempt to load photos from a different PC assuming the file name is in the format of: "\\ServerName\ShareName\Path\FileName".

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Additional Points to remember: •

•

•

•

•

•

•

All fields must be tied to a valid field in your employee database. With the exception of photo fields if employee photos are not being used. If employee photos are not being used, select "None" for the photo type to disable the photo input boxes. If you know that you will not be using certain fields for the Employee Connection, simply select the ‘Not Used’ option from the drop down. If the Table or Field Dropdowns do not automatically fill in (SQL only), you may manually type in the field name. Some naming conventions (i.e. the use of a space in your field names) may require you to use square brackets around the field names. If you have a field called "Last Name" in your employee database, you will most likely need to type in "[Last Name]" for the field name. When using photos it is possible to get the photo information from a separate table in the same database. One example of how to make this work is to tie the "Unique ID" field to a field in your database that holds information that is not repeated like an auto-number field. When retrieving a record Access Sentry will take this "Unique ID" and search the "Link ID" field in the other table for a record that matches. When using photos, where the photo information is in the same table as the regular employee information, you would tie "Photo Table" to the same table you choose for the "Employee Table". Then tie the "Link ID" field to the same field as you chose for the "Unique ID". Lastly set the "Image" field to the field that contains the photo information. When you save a ‘Configuration’, Access Sentry will attempt to query all table names and fields in your database. If any invalid fields are found, you will receive a message box displaying which fields Access Sentry could not connect to. If you receive a message stating that some fields were invalid, this indicates that only those fields listed were invalid, all others connected successfully.

Note for Oracle Users (only): If you do not create an ‘Alias’ for the table you are selecting, you must use a fully qualified name. (ie: DBO.TABLENAME )

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Upgrading from a previous version of Access Sentry Important notes on upgrading Access Sentry: • To upgrade Access Sentry from a previous version, you must upgrade both the Database and the Workstations. • If you are connected to an existing Employee Database, you will need to reset your configuration after the installation of the database and software. To upgrade the Sentry Database: 1. On the computer with the Sentry database installed, insert the Access Sentry Installation CD into the CD-Rom. The auto run should run, if not then from within Windows, browse the CD-Rom. Select Launch.exe; Double click this file to begin setup. 2. Select ‘Install Products’, then select ‘Database’. 3. A welcome screen will appear, press ‘Next’. 4. If you agree to the license agreement, press ‘Yes’. 5. You will have two options to select from on this next screen. The first option is to install the Sentry Database on this computer. The second option available is to install the Access Sentry Support Folders. These are the folders where all graphics and reports will be saved. Each workstation must be pointed to the same Support folders, so all graphics are saved in one location and can be accessed by each workstation. Press ‘Next’. 6. You will be prompted to choose the Installation Path. Choose ‘Next’ to accept the default location or choose your own location and then press ‘Next’. Please make sure you are installing the Database and the Support folders on the computer with the previous version of the Database and Support folders installed. 7. The install will find the previous version of the Sentry Database and ask you if you wish to upgrade this Database. (Figure 1) Click ‘Yes’. (Figure 1)

8. The Database will now be upgraded. Reboot the computer when the upgrade is complete. NOTE: Depending on the previous version of Access Sentry, you may need to move the photo files from the original Graphics folder in the Support Directory to a new Photo folder in the Support Directory, so previously taken photos can appear in Access Sentry.

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To upgrade the Access Sentry Workstation Software: 1. Insert the Access Sentry CD into your CD-Rom drive. The auto run should run, if not browse the CD-Rom. Select Launch.exe; Double click this file to begin setup. 2. On the main splash screen click ‘Install Products’. Select ‘Workstation’ to upgrade Access Sentry, Data Manager and/or Badger software. 3. Select ‘Repair’ on the Access Sentry Setup Maintenance window. (Figure 1) This will start the upgrade process for the Access Sentry software. (Figure 1)

4. Setup is now completed. Press ‘Finish’ and reboot the computer. (Figure 2) You have now successfully upgraded Access Sentry. (Figure 2)

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Access Sentry Activation 1. When you launch Access Sentry for the first time, you will be prompted to activate it. (figure 1)

(Figure 1)

2. If you purchased Access Sentry you will need to click on the ‘Activate AccessSentry’ green arrow button. If you are evaluating Access Sentry, click on the green arrow button located next to the ‘Evaluate AccessSentry’ text.

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3. If you clicked on ‘Activate AccessSentry’ arrow button you will receive the ‘Activate Accesssentry By Phone’ screen. (figure 2) (figure 2)

4. When you call in to CI3 Software, you will need to provide the representative with both User Code 1 and User Code 2. Please inform the representative if you will be using the optional camera feature. The representative will then provide you with your Activation Code. If you are using the camera you will be given two codes. One for the activation of the software i.e. Activation Code 1, and the other for the activation of the camera i.e. Activation Code 2. Note: you will need to do this for Data Manager and Badger as well.

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5. Once you enter your codes in the appropriate fields, you will receive a screen stating that the activation is successful (figure 3).

(Figure 3)

6. After you click on Continue you will be prompted to enter your login information and will be able to use the software. 7. If you select the ‘Evaluate AccessSentry’ green arrow button, you will be prompted to enter your login information. The evaluation period will expire after 30 days of use for each component i.e. Access Sentry, Data Manager and Badger. After 30 days you will need to purchase the software in order to continue using it. Once you purchase it, you will then need to refer to step 2 of this installation manual of this activation section.

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Configuring your printer with Access Sentry 1. You will first install your printer accordingly per the installation instructions that come with your printer. 2. After your printer has been installed you will launch the Access Sentry program and login. 3. You will then go to the upper left-hand corner of the screen and go to system>setup and select the Badge Printer tab (figure 1). Simply select your badge printer from the drop down list and click ‘Save’. (figure 1)

4. You will now need to go into the Badger component and design your badges. 5. If you are using Dymo Adhesive or Non-Adhesive badges you will need to use paper size 30256 shipping. If you are using the self-expiring badges, you will use paper size 30324 Diskette. 6. Once you have finished designing your badges in Badger. You may open Access Sentry and start printing badges for your visitors. – make sure you select the correct badge to print by selecting the badge in the ‘Current Badge’ drop-down menu located on the Guest, Employee, Contractor and Group tabs. By default, None is selected.

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Configuring your Signature Capture Pad with Access Sentry

1. You will first install your signature capture pad accordingly per the installation instructions that come with your signature capture pad. 2. After your signature capture pad has been installed you will launch the Access Sentry program and login. 3. You will then go to the upper left-hand corner of the screen and go to system>setup and select the Signature Pad tab (figure 1). You will click in the box to ‘Enable Signature Pad’. You will then select whether you installed your signature pad via a com port or USB and check off under which options you desire to capture a signature. Once you are done, click ‘Save’. (Figure 1)

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Configuring your Camera with Access Sentry

1. You will first install your camera accordingly per the installation instructions that come with your camera. 2. After your camera has been installed you will launch the Access Sentry program and login. 3. You will then go to the upper left-hand corner of the screen and go to system>setup and select the Camera tab. (figure 1) Note: If you did not register your camera during the initial activation of the software, you will need to click on the ‘Register’ button. You will then need to call CI3 Software to receive your activation code. You will then click on the TWAIN Compatible Camera button. Then, click on the dropdown and select the TWAIN device. Note: In most cases it will be the Logitech Camera. Click ‘Save’. (Figure 1)

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Configuring the 1D Barcode Scanner with Access Sentry

1. You will first connect your 1D Barcode Scanner accordingly per the installation instructions that come with your Barcode Scanner. 2. After your 1D Barcode Scanner has been connected you will launch the Access Sentry program and login. 3. You will then go to the upper left-hand corner of the screen and go to system>setup and select the ID scanner/Barcode tab (figure 1). You have 3 options for your barcode scanner: Print User Input Value for if you are wanting to associate a number with a badge – in which you would use the ID number field in Access Sentry, Date Format – so you can use a date, or the Bar code Scanner for quick sign in and sign out. You will then select which port your scanner is connected to. Finally, select your sign in mode and your sign out mode. Click ‘Save’. Note: In order for the barcode to print on your badge, you will need to add the barcode object to your badge layout in the Badger program. (figure 1)

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Configuring Scanshell 800/1000 with Access Sentry 1. You will first connect your Scanshell scanner to your pc. 2. You will need to go through the ‘Found New Hardware Wizard’ when Windows® recognizes that your hardware has been connected. 3. During the wizard, when prompted for the drivers, you will need to point to the ‘bin’ folder located on the Access Sentry installation disk. You will need to select the appropriate folder, either the scanshell 800 or scanshell 1000. 4. After the wizard is complete, and Windows® now recognizes your scanner, open Access Sentry and login. Go to the upper left-hand corner of the screen and go to system>setup and select the ID scanner/Barcode tab (figure 1). If you’re using the Scanshell 800 scanner you will need to calibrate it using the calibration paper that came with your scanner. If desired, select the ‘Save Business Card Images’ button. Note: The 1000 scanner does not require a calibration card. Click ‘Save’. (Figure 1)

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Additional Information: you can click on the ‘Driver License Settings’ button so you can select what information you want the scanner to read (figure 2). Once your changes have been made click ‘Save’. (Figure 2)

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