Control Soft Pro QRG

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Copyright 2010 Controlsoft Ltd. All rights reserved.Revision A [September 2010]

www.controlsoft.com p. 1

Controlsoft

Controlsoft Pro Reference Guide


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Logging into Controlsoft Pro 03

Creating Company's and Departments 03

Creating Groups 04

Creating Employees 06

Creating Cardholder Access Schedules 07

Creating Door Release Schedules 08


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Logging into Controlsoft Pro

Controlsoft Pro requires a username and password to authenticate the user, bothusername and password are case sensitive.

This means Bob and bob are 2 different Controlsoft Pro users. The default logincredentials are a username of Admin and a password of Password.

Creating Companies and Departments

Employees and Visitors can be assigned to Company and Departments, this is usefulwhen generating activity reports.

To open the Company Manager, click on Management > Company, and then on the

red + button to add a new company.

Enter the Company name and address (address is not required).

Click on the Departments tab at the top, Pressing the red + button enablesDepartments to be created.

Once all Companys and Departments have been created press the Accept button tosave all changes.

Companys and Departments are assigned to the employees using the Business tab

in the Employees properties.


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Creating Groups

Groups are created in Controlsoft Pro to allow easy policing of access rights to alarge amount of cardholders.

Cardholders (Employees / Visitors) can belong to multiple groups.

To open the Group Manager, click on Management > Group, and then on the red +

button to add a new Group.

Enter the name for the Group and press Accept.

Click on the Readers to display all readers on the system.Move the readers to the left hand column to allow cardholders who belong to this

Group to gain access.


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Once all readers have been moved to the left hand column press accept.

Create as many Groups as are necessary for your policing rules.

Card holders can be added to Groups through the Group Manager or the EmployeeManager at creation.

To add people to the Group through the Group Manager, open the Group by doubleclicking on it.

Select the Employee tab at the top and move the desired employee to the left handcolumn.

To add people to the Group through Employee Manager, open the EmployeeManager by clicking on Management > Employee.

Find the employee in the list and double click on them, click on the Groups tab atthe top and move the desired Group into the left hand column.


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Creating Employees

To add Employees to Controlsoft Pro using the Controlsoft Pro Interface, click on

Management > Employee.

Click on the red + and enter a first and surname and press accept.

The employee properties box appears, here it is possible to add extra information

about the employee.

Clicking on the Assign ID Card button to assign a Mifare proximity card to the card

holder.

Tabs along the top of the employee properties allow for more information to be

added against this employee, such as a Photograph, Address, Extra data and

Company and Department using the Business tab.

Once the Employee has been created, click on the Groups tab to assign Group

Access permissions.


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SchedulesCardholder Access

Cardholders added to Controlsoft Pro are granted unrestricted timed access.This means each new cardholder will be granted access at each reader (proximity

point) 24/7.

Schedules are easier to implement when cardholders have been granted access

permissions using Groups as this applies the schedule to each cardholder who

belongs to the Group.

To create a restricted access Schedule open the Schedule Manager under

Management > Schedule and click on the red + to add a new Schedule.Enter a descriptive name for the Schedule and ensure the Schedule type is set to

Period and press Enter.

Checking the Create Offline box opens a different Schedule screen, this Schedule

will be downloaded to the ACUs memory, therefore in the event of a PC or Network

failure the ACU will still restrict access to card holders.

The offline Schedules are not as versatile as the online period schedules.

Click on the red + button at the bottom and enter Monday and press accept.

Using the start and end time boxes enter the times the cardholders WILL be granted

access.

Press Accept once complete, and create the times for the rest of the week.


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Schedules

Once completed press the accept button.

To assign the Schedule to the Group go to Group Manager, Management > Group.

Double click on the Group and click on the Schedules tab at the top.

Expand the Readers tree in the left hand column to display all readers that this

Group grants access to.

Select a reader in the list, select a schedule in the right hand column and using the

single arrow apply the schedule to the reader.

If the same Schedule is to be assigned to all readers in the group, press the double

arrow.

As can be seen, different schedules can be assigned to different readers within the

group granting the Controlsoft Pro administrator flexibility if different readers within

the group should be granted access at different time intervals.


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SchedulesDoor Release Access

Schedules can also be used to release and secure the lock on a door betweendesired days and times.

Use the Schedule manager to create a new Schedule, Management > Schedule.

Click on the red + to create a new Schedule.

Selecting Period Schedule enables you to enter days of the week and enter the

times the door should be released and locked, this will occur each day of the week

until modified.

Selecting Extended Period Schedule enables you to specify one off dates you wish

the door to be released and locked.

Extended Schedules are best if rooms are to be released once, creating a normal

Period Schedule requires the Controlsoft Pro administrator to remember the

Schedule has been applied to the door and to remove it else the door will release

each week.

Once the Schedule has been chosen click on the red + at the bottom to add thedays you wish the door to be on free release.

Using the start and end time boxes enter the start time when the door should

release, the end time is when the door should lock and require cardhodlers to use

their Mifare cards to gain access.


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Once the Schedule has been defined click on the Events Tab at the top of the

Schedule properties.

The Active Events are times during the coloured bars on the days that have been

defined.

The Inactive Events at times in the greyed out section.

Double click on Active Events and click on the Doors tab when the Action Wizard

opens.


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Locate the door in the list that you wish to release during the defined hours.Right click on the door and select the Force Open event, this will then appear in

the right hand column as an action.

Do NOT select the Open action as this will only release the door for 5 seconds and

then lock again.

Force Open, forces the lock to release until a command has been sent to force the

door closed.

Once the Active Event has been defined, the Inactive Event needs to be defined to

force the lock closed.

Double click on the Inactive Events action and the Action Wizard will appear, scroll

to the Doors Tab at the top and select the door from the drop down menu.

Right click on the door and select Force Closed

Once the Schedule has been setup press the Accept button and the Schedule will

action its events in a few seconds.


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Controlsoft Security in the UK

Tel: +44 (0)1451 844896

[email protected]

[email protected]

Controlsoft Security in South Africa

Tel: +27 (0)11 792 2778

[email protected]

[email protected]

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Control Soft Pro QRG