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infinias S-IMS-A Intelli-M Installation And User Manual

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S-IMS-A Intelli-M Access Essentials V4.0
Installation and User Guide
For SKU: S-IMS-A
®
Essentials
ACCESS
PLEASE READ THIS MANUAL BEFORE USING YOUR INTELLI-M ACCESS SYSTEM, and always
follow the instructions for safety and proper use. Save this manual for future reference.
IN_S-IMS-A_4.0_RM
1/2/2014

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Summary of Contents for infinias S-IMS-A Intelli-M

  • Page 1 S-IMS-A Intelli-M Access Essentials V4.0 Installation and User Guide For SKU: S-IMS-A ® Essentials ACCESS PLEASE READ THIS MANUAL BEFORE USING YOUR INTELLI-M ACCESS SYSTEM, and always follow the instructions for safety and proper use. Save this manual for future reference.
  • Page 2 States and/or other countries. Other trademarks and trade names may be used in this document to refer to either the entities claiming the marks and names or their products. infinias disclaims any proprietary interest in trademarks and trade names other than its own.

  • Page 3: Table Of Contents

    TABLE OF CONTENTS Table of Contents SECTION 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1.1 System requirements .
  • Page 4 4.9.2 Create Rule - Event Management ..........77 www.infinias.com...
  • Page 5 5.3 Install and configure the infinias app on a mobile device ......
  • Page 6 www.infinias.com...

  • Page 7: Introduction

    SECTION 1: INTRODUCTION SECTION 1 Introduction Thank you for purchasing Intelli-M Access, the Simple, Scalable, and Secure access control system. Intelli-M Access is the most functional and economical access control system available for small through enterprise scale installations. This guide the installation, configuration and management of the Intelli-M Access V4.0 access control system.

  • Page 8: Software

    The new Intelli-M Access V4.0 licensing system requires the Intelli-M Access server to be connected to the internet during the license activation phase. If the server is not or cannot be connected to the Internet, contact infinias to help you activate your system.

  • Page 9: Important Terms And Concepts

    1.3 Important terms and concepts This subsection includes important terms and concepts used in the advanced infinias access control system, which is a significant departure from traditional access control systems. Please become familiar with the following before configuring and using your Intelli-M Access system.
  • Page 10 Person (via the Group membership) to define the hours they may access a Zone, or a Rule to specify when the Rule can be active. For example, when a Schedule is applied to a Door, the Door will be unlocked during the Active Time Range, and unlocked during the inactive time range. www.infinias.com...
  • Page 11 Intelli-M Access uses the Microsoft Reporting Services engine enabling you to create customized reports. Custom-printed cardholder badges also utilize the Reporting Services engine, giving you control over the look of your badges. For additional information about creating your own custom reports, please visit infinias.com. Intelli-M Access V4.0 User Manual...

  • Page 12: Installation

    The Intelli-M Access installation package is contained in a 1.2GB compressed, self-extracting file that can be downloaded or available on installation media you can order from infinias. The compressed file contains all of the operating system and application prerequisites to complete the installation of Intelli-M Access V4.0.
  • Page 13 Intelli-M Access Prerequisite Manager Error Window a. If an error window appears during installation of a prerequisite, follow the instructions provided in the window before continuing the installation. If necessary, contact infinias Technical Support for further assistance. Begin installation 5. After all prerequisites are installed, you will be presented with the usual opening installation window (see below). Click Next to continue the installation.
  • Page 14 7. If you agreed to the terms of the license agreement shown in the window above, the Destination Folder option will appear. Click Change, then browse to a different location for the installation, if necessary. Click Next to continue. Destination Folder dialog 8. The Setup Type window lets you choose which features of Intelli-M Access you need to install. www.infinias.com...
  • Page 15 SECTION 2: INSTALLATION Setup Type dialog a. Do either of the following: If a Custom installation is not necessary (see next bullet), choose Complete, then click Next and continue the installation at Step 9. Select Custom then click Next and continue with the following sub steps if any of the following scenarios applies to your system: You already have a pre-existing instance of SQL Server 2008 R2 installed, either on the local computer or on a »...
  • Page 16 For example, If you already have SQL Server 2008 R2 installed, then click the icon to the left of the SQL Server entry, and choose Will not be installed, and click Next. If you do not have SQL Server installed, and chose Custom to modify the Intelli-M Access website name, than make no changes and simply click Next to continue. www.infinias.com...
  • Page 17 Next, provide credentials that have access to SQL Server with Administrative control. You can use any credentials that you know have Administrative rights to SQL Server, either a Windows or SQL user. These credentials are necessary to create the infinias database in your SQL Server instance and will not be saved anywhere. Intelli-M Access V4.0 User Manual...
  • Page 18 If you are installing Intelli-M Access on a system that has an existing web-based application running, provide a unique name for the IIS Website to be created, along with an unused port number. Click Next to continue. Intelli-M Access Web Application Web Application dialog www.infinias.com...
  • Page 19 SECTION 2: INSTALLATION h. In the Ready to Install the Program dialog, click Back to check are modify your pre-installation settings, if necessary, then click Install to continue with the Intelli-M Access Installation. Ready to Install the Program dialog Installation progress The actual installation process of copying files and configuring your operating system may take anywhere from 5 minutes to nearly an hour if SQL Server needs to be installed.

  • Page 20: Import Data From Other Access Control Systems (Optional)

    SECTION 2: INSTALLATION If you are new to the infinias system, some concepts and terms used in Intelli-M Access may be unfamiliar. Review these in “1.3 Important terms and concepts” on page 3 before continuing. 2.1 Import data from other access control systems (optional)
  • Page 21 SECTION 2: INSTALLATION 2. If you have an XML or CSV file from exported another system, skip to subsection “2.1.1 Import to Intelli-M Access” on page 18 and follow the instructions on importing data into Intelli-M Access. 3. To export user data from Supervisor Plus, select the Export from Supervisor Plus radio button. The Export from Supervisor Plus option causes the utility to transfer cardholder and group information into an XML file.
  • Page 22 CAUTION 6. Click Connect to connect to the Supervisor Plus database (e.g. SQL Server). The application will connect successfully if the proper hostname and credentials were entered. Contact infinias Support if you have having trouble connecting to the database. 7. After a connection to the database is established, click Next.
  • Page 23 SECTION 2: INSTALLATION 10. In the Begin File Export window, click Next to proceed. A progress dialog will appear during the export process. 11. When the Task Complete window opens, click Finish . Intelli-M Access V4.0 User Manual...

  • Page 24: Import To Intelli-M Access

    2.1.1 Import to Intelli-M Access To import data to Intelli-M Access: 1. Launch the Import utility, if not already open: Click the Windows Start menu | All Programs | infinias | Export from Supervisor Plus. The startup page will open See below.
  • Page 25 Ensure that proper credentials have been entered, and click Connect to connect to Intelli-M Access. If you have trouble connecting to the database, please contact infinias Tech Support for further assistance. c. After the test connection is successful, click Next to continue.
  • Page 26 New Users that were added to Intelli-M Access — Existing Users whose information was updated in Intelli-M Access — Users who for some reason were not added or updated — New Groups that were added to Intelli-M Access — www.infinias.com...
  • Page 27 SECTION 2: INSTALLATION The ResultsDialog example above shows one new User and two new Groups were added. After examining, click Finish in the Task Complete window to close the utility. Task Complete page Congratulations! You’ve successfully transferred the users and groups from another access control system into Intelli-M Access. Intelli-M Access V4.0 User Manual...

  • Page 28: Configure Intelli-M Access

    Address or Serial Number as well as the physical location of all of your door controllers. You will need this information to continue. 3.1 Logging into Intelli-M Access 1. At the windows desktop, click Start | All Programs | infinias | Intelli-M Access to open your web browser pointing at Intelli-M Access running under IIS. An Authentication screen will appear.

  • Page 29: Settings Page

    If you do not have a valid license key and password, you can obtain one from your dealer by contacting sales@infinias.com for assistance. If your Trial license is still valid, you can skip the activation steps and continue with “3.5 Create a door”...
  • Page 30 SECTION 3: CONFIGURE INTELLI-M ACCESS 3. After entering your Dealer and Contact information, click Save. Your Dealer and Contact information will be transferred to the infinias registration server and appear in the Settings page. See the example below. www.infinias.com...
  • Page 31 Internet, enter the customer and contact information in the fields provided. 6. After entering your Customer and Contact information, click Save. Your Customer and Contact information will be transferred to the infinias registration server and appear in the Settings page. See the example below. Intelli-M Access V4.0 User Manual...

  • Page 32: Replacement License - Intelli-M Access Upgrade To V4.0

    Essentials customers only. Please call technical support to obtain a replacement Professional or Corporate key. 3.4 Activate your license 1. In the Settings tab, click the Activate License link under Actions on the left side of the window. A popup window like that shown below will appear. www.infinias.com...
  • Page 33 SECTION 3: CONFIGURE INTELLI-M ACCESS Activate License 2. In the window, enter your Intelli-M Access V4.0 license key and password (or for an upgrade install, your replacement license key and password). 3. Do one of the following: ONLINE ACTIVATION - if your Intelli-M Access server can connect to the Internet: Click Activate in the —...
  • Page 34 SECTION 3: CONFIGURE INTELLI-M ACCESS Email the Activation Request file to sales@infinias.com and request an Activation Response file. iii. When you receive the Activation Response file, save it anywhere on your server. In the Settings tab, click the Activate License link under Action on the left side of the window.
  • Page 35 SECTION 3: CONFIGURE INTELLI-M ACCESS License activation - confirmation email 5. Repeat this Activate your license procedure for additional licenses you need to activate. These licenses may include any of the following: Stanley Electronic Lock license — Intelli-M Access V4.0 User Manual...

  • Page 36: Create A Door

    3.5 Create a door infinnias Intelli-M Access V4.0 supports two door controller types: the infinias eIDC/eIDC32 controller, and the Stanley EL Series lockset. Although “Creating a door” for both types is similar, they function the same way within Rules, Schedules and Reports of Intelli-M Access.
  • Page 37 SECTION 3: CONFIGURE INTELLI-M ACCESS To create a door: 1. Open the Create Door menu. Click Configuration (in the upper right corner, if shown), click the Doors (tab), then click the Create Door link under Actions on the left side of the window. A blank menu, similar to that shown below, will open. 2.
  • Page 38 Door. If there is only one icon and it is a red circle, the system could not communicate with the Door using the information you provided. If this occurs, recheck the entries you provided in the menu, and refer to appendix “B.2 Runtime troubleshooting” on page 113 for suggestions. www.infinias.com...

  • Page 39: Create A Door With Stanley El Series Locksets

    SECTION 3: CONFIGURE INTELLI-M ACCESS If you create or update a Door and you see a rippled red line in one of the fields, hover the cursor over that field. A message NOTE will popup explaining the problem. Correct the problem and try again. 4.
  • Page 40 If there is only one icon and it is a red circle, the system could not communicate with the Door using the information you provided. If this occurs, recheck the entries you provided in the menu. Or, if after an update, the red circle remains for an extended period, refer to appendix “B.2 Runtime troubleshooting” on page 113 for suggestions. www.infinias.com...

  • Page 41: Create A Person

    SECTION 3: CONFIGURE INTELLI-M ACCESS If you create or update a Door and you see a rippled red line in one of the fields, hover the cursor over that field. A message NOTE will popup explaining the problem. Correct the problem and try again. 4.

  • Page 42: Change The Admin Password

    To improve the security of your system (and facility), it is strongly recommended that the admin user password be changed from its default (admin). The admin password is specified in the “admin” user dialog. To change the admin password: www.infinias.com...
  • Page 43 SECTION 3: CONFIGURE INTELLI-M ACCESS 1. Open the admin user edit menu: Click Home (in the upper right corner, if shown), click the People (tab), then double-click the “admin” user entry. The “admin” user entry is similar to that shown below. “admin”...

  • Page 44: Create An Access Privilege

    3. Choose a Schedule. Click the Schedule tab, then click the radio button for the schedule(s) for when you want to apply the rule. Initially, there may be only two options: Always (24 x 7 x 365) and Never. Click the radio button for the schedule(s) you want to apply to the rule. www.infinias.com...

  • Page 45: Additional Configuration Steps For Your Facility

    SECTION 3: CONFIGURE INTELLI-M ACCESS Create Rule Popup Dialog 4. Choose a Group. Choose the “Everyone” Group. All the People you created earlier belong to that Group. 5. Choose a Zone. Choose the Inside Zone. The perimeter Doors you created have their card readers providing access to the Inside Zone.
  • Page 46 Door page. Some doors certainly don’t just border “inside” and “outside”, but probably have other floors, interior doors, and so on, that need securing. Finally, unite of these new configuration elements together with new Access Privileges. Create Access Privileges in the Rules • page to grant access each Group, Schedule and Zone you created. www.infinias.com...

  • Page 47: User Interface

    SECTION 4: USER INTERFACE SECTION 4 User Interface This chapter describes each segment of the user interface in detail. 4.1 Page layout The Intelli-M Access user interface is organized into two sections, the Home section and the Configuration section. All users are allowed access to the Home section, and only Administrators are allowed access to the Configuration section.
  • Page 48 Content Areas have a paging feature for People, Groups, Doors, etc, which will display additional content on subsequent pages. Content Areas that use paging will have paging icons in the lower left portion of the Content Area. Click on the paging icons to move forward or backward through pages, or directly enter the page number to view. www.infinias.com...

  • Page 49: Login To Intelli-M Access

    On the server desktop To login to the Intelli-M Access at the Intelli-M Access server, click Start | All Programs | infinias | Intelli-M Access to open your web browser and point at Intelli-M Access. An Authentication screen will appear.

  • Page 50: Events Page

    The default username is admin, and the default password is admin. For improved security of your system, we strongly encourage you to change the admin password. 4.3 Events page The first page you will always see when you login to the system is the Events page. An example is shown below. www.infinias.com...
  • Page 51 SECTION 4: USER INTERFACE Events page The Events Page contains the last 100 events and alarms that were processed by the system. Events tagged as Alarms are highlighted in red. The Events Page contains 5 columns, each describing a single aspect of the event: Location - Describes where the event occurred.

  • Page 52: People Page

    The People page is where you can create, modify and delete credential holders and Intelli-M Access users. The to create, edit, or delete people on this page, you must be assigned an Administrator or Human Resource role. Groups can be created only by someone with an Administrator role. The People page is shown below: www.infinias.com...

  • Page 53: Views And Actions

    SECTION 4: USER INTERFACE In Intelli-M Access, a Person is defined as a user that has either a card or key fob-style credential to gain access to secured areas, or an operator credential (also known as a Role) to gain login access into the Intelli-M Access system. A Person can have both types of credentials.
  • Page 54 Last Name, Site Code and Card Number. All other fields in this section, including the tabbed sections, are optional. Contact tab - Contains contact information such as phone numbers and email addresses, Company Name, Job title, and other contact-related items. See below. www.infinias.com...
  • Page 55 SECTION 4: USER INTERFACE Create Person dialog, Contact tab The fields that contain drop-down list boxes remember what you previously entered. This saves when you create new People in the system who have the same Company Name, Department, Office, etc. Most information you enter into the Contact area is for your use only.
  • Page 56 Click the Groups tab. b. Click the name of the Group to which you want to change person’s membership. c. Click the icon on the right of the Available Groups ( )column to move the group name to the right or left. www.infinias.com...
  • Page 57 SECTION 4: USER INTERFACE To find a Group name in a long list of Groups, click the mouse anywhere in the Available Groups column and start typing the name of the Group. The Group whose name most closely matches what you type will be automatically selected. Role tab - The Role tab provides a menu for granting the person Intelli-M Access login credentials.
  • Page 58 You can select a different badge design template after opening the Select Badge drop-down list. Click the Save or Print buttons at the top of the window to save the badge as a PDF file or to send it to a printer. Click Close when done. www.infinias.com...

  • Page 59: Edit Person

    Badge designs can be created using Microsoft Report Builder 3.0 (a free tool) and appear as items on the Reports page. Instructions for creating your own Badge layouts is described in a document which can be downloaded from the infinias website.

  • Page 60: Create Group

    You must update the door on the Doors page in to send this Group and its membership to the relevant doors. To create a Group: 1. In the People page under the Views menu, click Groups. 2. In the Actions list, click Create Group. A Create Group Dialog will appear: www.infinias.com...

  • Page 61: Edit Group

    SECTION 4: USER INTERFACE Create Group dialog 3. Enter a name for the group in the Group Name box. In the example above, the group is named Spring team. 4. Click (to select) a name in the left column you want to add to the group, then click the add icon, u, to pre-assign them to the group.

  • Page 62: Reports Page

    Also, you can find a name on the current page by clicking inside the Person list column and start typing part of the name. The closest match will be automatically selected 4.4.10 Reports page The Reports page is where you view and run Intelli-M Access Reports, as shown bewlow: www.infinias.com...
  • Page 63 Microsoft SQL Report Builder 3.0, a free download from Microsoft’s website. A separate document explaining how to make custom reports is available on the infinias website. All reports are generated in the PDF file format.
  • Page 64 Barcode Sample - The Barcode Sample is a special report whose content explains how to add barcode fields to any report, • particularly Badge reports. Run this report to view the example and instructions. No time range or other parameter input is required. www.infinias.com...

  • Page 65: Doors Page - Home Section

    SECTION 4: USER INTERFACE Cardholder Detail - The Cardholder Detail report displays a summary of the Persons contact information, along with their • picture, and a list of all events generated by the selected Person(s) during the time range you selected. Event - The Event Report displays all events generated by the selected Person(s) during the time range you select.

  • Page 66: Views

    (typically 4 seconds). Unlock Doors - Select one or more Doors, and click the ‘Unlock Doors’ Action to unlock the specified Doors. The Doors will unlock, and the Door Status icons will change accordingly. www.infinias.com...

  • Page 67: Actions (Zones View)

    SECTION 4: USER INTERFACE Get Events - Select a Door, and click the ‘Get Events’ Action to retrieve all Events generated by that Door. A popup window will appear that contains the Events, similar to the Events popup dialog described earlier. The first 100 Events will be displayed, and the usual paging icons will be available for you to navigate through the remaining Events.
  • Page 68 Red triangle: The update operation failed. Try again to update the door. If the retry fails, investigate recent changes to the door what could contribute to the problem. If you cant resolve the problem, contact infinias Technical Support for assistance.

  • Page 69: Doors Page - Configuration Section

    SECTION 4: USER INTERFACE Open/Close Status The right most icon column displays information about the open/closed status of the door sensor, if one is attached. Generally, the door can be either open or closed. Six icons are provided to give more information about the status. These icons are: Green circle closed: The door is closed and operating normally.
  • Page 70 Out Zone (the Zone that Reader Two provides access to), and the Door Status icons. Condensed - A layout that shows just the Door Name and the Door Status icons in a condensed format in order to — display the most number of doors in the content area. www.infinias.com...

  • Page 71: Create Door

    SECTION 4: USER INTERFACE Device View - A layout that shows the Door Name, IP Address, MAC Address, Serial Number, and Door Status icons in a — list format. Behaviors View - This view displays the Door Behaviors created in the system. A Door Behavior is a characteristic defined by a combination of an unlock schedule and a card mode (Card only, Card + Pin, etc.

  • Page 72: Edit Door

    Connect fails, then make sure you can ping the controller and connect to it with a web browser. If Test Connect fails after all connectivity issues are resolved, contact infinias technical support for assistance. Choose a Door Type. The door type is defined application of the door controller at the door. It describes how the controller is •...

  • Page 73: Delete Door

    SECTION 4: USER INTERFACE 4.6.3 Delete Door To delete a Door, select the Door to delete and click the Delete Door Action. A confirmation message box will appear, and the Door will be deleted after the confirmation. This action does not remove the Door; it marks as “Deleted” in the database so that Reports and Events will show the door existed.

  • Page 74: Edit Behavior

    NOTE indicating that they need to be updated. 4.6.10 Delete Behavior To delete a Behavior, select a Door Behavior, then click the Delete Behavior Action. A confirmation message box will appear, and the Behavior will be deleted after confirmation. www.infinias.com...

  • Page 75: Create Zone

    SECTION 4: USER INTERFACE Door Behaviors can be deleted only when there are no Doors configured to use this Behavior. If you get an error popup dialog NOTE indicating that one or more Doors are configured for this Behavior, assign a different Behavior to those Doors, then delete the Behavior.

  • Page 76: Update

    In the Always Schedule every hour of every day marked Active. If this Schedule is applied to a door, the blue means the Door would be unlocked. In a Rule, blue means the Rule is allowed to execute. For a Person, blue means they will be granted access at that time block when they present their credentials. www.infinias.com...

  • Page 77: Create Schedule

    SECTION 4: USER INTERFACE The Never Schedule implies a Door that’s always locked, the Rule that would never run, and a Person that would never be granted access, even if their credentials otherwise allowed it. Views The Schedule page provides two Schedule views. They are: Schedules View - Displays the Schedules in a paged list, showing the first 100 Schedules.

  • Page 78: Delete Schedule

    Schedule will be deleted after confirmation. Actions (Holiday Set View) The Holiday Set View provides three Actions for managing Holiday Sets. They are: Create Holiday Set • Edt Holiday Set • Delete Holiday Set • www.infinias.com...

  • Page 79: Create Holiday Set

    SECTION 4: USER INTERFACE 4.7.3 Create Holiday Set A Holiday Set is used to define a list of days whose Active time range (in blue) are identical with each other. For example, the set might include New Year’s Day, Thanksgiving Day, and Christmas Day. A different Holiday Set can be constructed for different holidays, such as Presidents Day, MLK Day, Columbus Day, etc.

  • Page 80: Edit Holiday Set

    To delete a Holiday Set, select the set, then click the Delete Holiday Set Action. The Holiday Set will be deleted after you confirm. 4.8 Groups page - Configuration section The Groups page in the Configuration Section enables you create, modify or delete a Group. You can also add or remove members from a Group. The Groups page is shown below: www.infinias.com...

  • Page 81: Rules Page

    SECTION 4: USER INTERFACE The Groups Configuration Page provides the same capabilities as the Home section People page. Refer to “4.4 People page” on page 46 for procedure for managing Groups and People. 4.9 Rules page The Rules Page enables you manage your Rules, which include Access Privileges. Rules are commands that can control the behavior of the Door controller and the behavior of Intelli-M Access.

  • Page 82: Create Rule - Access Privilege

    Everyone Group to be granted access to the Inside Zone in the Always Schedule. To create an Access Privilege, ensure that Access Privilege type is selected in the Type drop-down list box. Click the Create Rule Action, and a Create Rule dialog will open. See below. www.infinias.com...

  • Page 83: Create Rule - Event Management

    SECTION 4: USER INTERFACE Create Rule dialog Configure Access Privilege rules in accordance with the following: Select a Schedule . The Schedule specifies when the Rule is active. In other words, everywhere there is blue-colored blocks • in the Schedule you choose, access will be granted. Select a Group.

  • Page 84: Create Rule - Hide Event

    By default Intelli-M Access provides Alarm Management rules to manage the five Access Denied events. To create a new Alarm Management rule, click the Create Rule Action, then open the Type field and select Alarm Management in the drop-down list. Configure the Alarm Management rule is accordance with the following: www.infinias.com...

  • Page 85: Create Rule - Credential Management

    SECTION 4: USER INTERFACE Select a Schedule. The Schedule specifies when the Rule is active. Events that satisfy the rule criteria will be converted into • Alarms only during the Active time range (blue) portion of the Schedule you select. Select a Group (optional).

  • Page 86: Create Rule - Lock Zone

    Reader(s) you selected. If you do not select a Reader, the doors for the zone are locked when the Event occurs anywhere. Select an Event. Choose one or more Events that will cause the Doors for the Zone to be locked. The Doors will lock when the • that Event(s) occurs and the above criteria are met. www.infinias.com...

  • Page 87: Edit Rule

    It provide Intelli-M Access with the ability to communicate with the external device, product, or service in a tightly-integrated manner. All Peripherals are plugins managed by the infinias EAC Rule Action service. By default, Intelli-M Access supports three Peripheral Types: Web Page •...

  • Page 88: Create Peripheral

    Peripherals Page Information on how to obtain additional Peripherals, how to create your own Peripheral, or how to support the Web Page and Generic Peripherals in your proprietary application can be obtained by contacting infinias. Views The Peripherals Page supports only one View, the Peripherals View.
  • Page 89 Manually Add a Device. Open the New drop-down list to select a devices to manually add. In the example below, only the • 32-Channel Ethernet I/O is listed (default). Other device types will appear in list after the plugin for them is installed. Refer to the infinias website for documentation specific to each available plugin. Intelli-M Access V4.0 User Manual...
  • Page 90 Peripheral that doesn’t match your needs. If this occurs, refer to the Edit Peripheral procedure below. After clicking Create to create the peripheral, the device will disappear from the discovered devices list in the right pane and will appear in the Content Area of the Peripherals Page. See below. www.infinias.com...

  • Page 91: Edit Peripheral

    SECTION 4: USER INTERFACE 32-Channel I/O Device configured for elevator control 4.10.2 Edit Peripheral You can modify Peripherals using the Edit Peripheral Action. The Edit Peripheral Action is identical to the Create New Peripheral Dialog, except that the custom configuration page for the specified Peripheral is visible. To edit a Peripheral: 1.

  • Page 92: Delete Peripheral

    4.10.4 Customize page The Customize page in the Configuration section lets you create Person attributes that are not included in the Intelli-M Access Person fields. Customize Page Views There is only one view supported, and that is the Custom Fields View. www.infinias.com...

  • Page 93: System Settings

    SECTION 4: USER INTERFACE Actions The Custom Fields Page supports three Actions: Create, Edit and Delete. Create Field - Adds a new Custom Field to Intelli-M Access. To create a new Custom Field, click the Create Field Action to • open the Create Field dialog.

  • Page 94: E-Mail Tab

    Port - port recommended by your SMTP service provider. SSL checkbox - Check if recommended for by your SMTP service provider. Domain - Enter a domain name if recommended by your SMTP service provider. User Name -Username of the email account. Password - Account password www.infinias.com...

  • Page 95: Security Tab

    SECTION 4: USER INTERFACE 4.11.3 Security tab The System Settings - Security tab controls the level of system security you wish to specify for Intelli-M Access, an example displaying the system defaults is shown below. System Settings - Security tab with help Features in the Security tab include the following: Require SSL for all Intelli-M Access clients - Intelli-M Access supports SSL (Secure Sockets Layer) encryption between •...
  • Page 96 VeriSign (http://www. verisign.com/). Disable Web Mode on Controllers - The infinias eIDC door controllers do not support SSL encryption between a web • browser and the eIDC internal web server. If SSL is needed when you access the controller, either change the controller admin password (described below), or disable the web server entirely.

  • Page 97: Mobile Credential

    The Intelli-M Access Mobile Credential feature allows users to unlock doors using a smartphone app. Implementation of this feature requires four steps: 1. Install the Mobile Credential Server software (available through infinias.com). This server can reside on the same hardware as the Intelli-M server, or on a network where it can exchange data with the Intelli-M access server.
  • Page 98 I accept the terms in the License Agreement radio button, then click Next to continue. Otherwise, click Cancel and discontinue installation of this product. 6. In the Destination Folder screen, change the location where you want to install the server if necessary, then click Next. www.infinias.com...
  • Page 99 SECTION 5: MOBILE CREDENTIAL 7. The next dialog is used to identify the location of the Intelli-M Access server. If you are installing the Mobile Credential server on your Intelli-M server system, verify that the options shown on the screen are correct, then click Next to continue. If you are installing the Mobile Credential server on a different system, change the Intelli-M Access Hostname or IP and Port fields to point to your Intelli-M Access server, then click Next.
  • Page 100 -ir This command will install ASP.NET v4.0 Application Pool if it was not created when .NET 4.0 was installed. 4. Run the command: SelfSSL7.exe /Q /T /I /S ‘Default Web Site’ /V 3650 5. Close the command prompt window. www.infinias.com...

  • Page 101: Configure Intelli-M Access For Mobile Credentials

    SECTION 5: MOBILE CREDENTIAL 5.2 Configure Intelli-M Access for Mobile Credentials Two steps are required for configuring Intelli-M Access for the Mobile Credential feature: Add the Mobile Credential license pack to your Intelli-M Access server • Configure users to use their Mobile Credential •...
  • Page 102 Click Activate in the Activate License window. The activation will fail, and the following pop-up window will appear. Activate License Failure Click the link to Download activation request file . . . , then click Done to close the window. Email the Activation Request file to sales@infinias.com and request an Activation Response file. iii. www.infinias.com...
  • Page 103 SECTION 5: MOBILE CREDENTIAL When you receive the Activation Response file, save it anywhere on your server. In the Settings tab, click the Activate License link under Action on the left side of the window. In the Activate License window, click the link I have been provided a file for activating a license ..The following Activate License window will open.

  • Page 104: Assign Mobile Credential To A Person

    Mobile Credential licenses consumed is shown in the lower right corner of the page. 7. In the Groups tab, select a person to edit (or Create a Person) to open their configuration window. a. In the Edit Person window, open the Credentials tab. www.infinias.com...

  • Page 105: Install And Configure The Infinias App On A Mobile Device

    In the Credential column, enter an arbitrary unique character string (“activation key” (Apple) or “registration number” (Android)). In the example above, the key is JohnsUniqueKey123. This key will be entered into the infinias app on the person’s mobile device to bind that device to the Intelli-M Access server. The key should be unique for each Person.
  • Page 106 2. Open the app and go to the Configure screen. In the Configure screen, enter your activation key assigned to you and the IP address and port of the Intelli-M Access server. 3. Press the Activate button. If the activation (bind with the Intelli-M Access server) is successful, the following dialog will open. www.infinias.com...

  • Page 107: Using The Mobile Credential

    SECTION 5: MOBILE CREDENTIAL 4. After the mobile device successfully connects to the Intelli-M Access server, a unique server-generated credential is written to the Credential field you previously entered with the personal, arbitrary unique character string. Verify that a new entry appears in this field.
  • Page 108 If you want to remove a door from the list of doors, you can: 1) tap Edit, tap the red circle next to the door name, then tap Delete, or 2) swipe from left to right across a door name, then tap the red Delete button. www.infinias.com...
  • Page 109 SECTION 5: MOBILE CREDENTIAL Intelli-M Access V4.0 User Manual...

  • Page 110: Advanced Setup And Configuration

    In addition, descriptions of extra functionality can be found on the infinias website in the ‘Recipe Cards’ section. Please login to the site, and go to the Intelli-M Access section under Support, and look for the Recipe Cards.

  • Page 111: Appendix A Stanley Qew Gateway Setup For Intelli-M Access

    APPENDIX A: STANLEY QEW GATEWAY SETUP FOR INTELLI-M ACCESS APPENDIX A Stanley QEW Gateway Setup for Intelli-M Access To monitor and control Stanley EL Series locksets with Intelli-M Access, the Stanley QEW gateway that services the locksets must be configured for the Intelli-M Access server. These setup guidelines assume that: The gateway and locksets are installed as specified in Stanley product documentation.
  • Page 112 5. If the password you entered to login to the gateway was the default password, enter a new password in the New Password and Confirm Password fields in the Change Administrator Password menu (see below), then click NEXT. infinias strongly recommends that gateway passwords be changed from their default value.
  • Page 113 APPENDIX A: STANLEY QEW GATEWAY SETUP FOR INTELLI-M ACCESS 6. In the Network Configuration menu (see below) click Manual to set a fixed IP address for the gateway. Initially the gateway is configured for DHCP, which can change if the unit is reset of rebooted from a power loss. A fixed IP address will assure that the addressing the gateway on the LAN remains unchanged.
  • Page 114 8. When the following menu opens, confirm the configuration settings shown in the menu. If these settings should change, click PREVIOUS and repeat the previous steps. 9. In the menu shown above, follow the Instructions to reopen the Stanley QEW gateway in a new browser window. www.infinias.com...
  • Page 115 APPENDIX A: STANLEY QEW GATEWAY SETUP FOR INTELLI-M ACCESS 10. In the Access Control System (ACS) Configuration menu shown below, enter the IP address (URL) of the server on which Intelli-M Access is installed, then click FINALIZE. NOTE: Do not change the port number field (443) unless the port was changed in Intelli-M Access, or the field after the forward slash (WebHAL/Gateway).
  • Page 116 12. In the STATUS window verify that the Stanley EL Series locksets installed in the network are recognized by the gateway. Note that the display indicates the Lock ID (MAC address), battery level, and status of each lockset. 13. Click LOGOUT to close the Stanely QEW interface. www.infinias.com...

  • Page 117: Appendix B Troubleshooting Faq

    APPENDIX B: TROUBLESHOOTING FAQ APPENDIX B Troubleshooting FAQ B.1 Installation issues I ran the installer, but almost immediately after the install started, it ended with an error saying the installation had been interrupted. A recent Windows Update is apparently causing some InstallShield-based installs to generate a .NET Framework error during the installation startup procedure.
  • Page 118 SQL Server or modify or remove existing databases. You may need to uninstall only the older SQL utilities that are replaced by newer ones and which are backward compatible to your previous SQL installation. If the error message is not clear, contact infinias Tech Support with a description of the problem to help resolve the issue. www.infinias.com...

  • Page 119: Runtime Troubleshooting

    Administrative Tools, and double-click Services. A Windows Services list will appear. Find the four Intelli-M Access services - they all start with “infinias EAC...”. Make sure all four services are running. If they are not, try to start the ones that are not running.

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