How to Sign In Visitor with Static QR Code through xPortalNet Software

Problem (Issue) Statement:

How to sign in visitor with Static QR code through xPortalNet software

Description:

This article provides a guide for system user to sign in the visitor with Static QR code type.

By signing in the visitor with QR code, visitor is allowed to enter the premise using the static QR code which is only valid within the visit period.

Related Software:
  • xPortalNet v1.5
  • xPortalNet HS v2.0
Related Hardware:
  • Q series controllers
  • MicroEngine QR Code reader (Q80MS, Q81MS)
System Application:NIL
Symptom and Finding:NIL
Cause:For first time guide to sign in visitor with static QR code through xPortalNet software.
Solution:

Pre-requisites / Requirements

  1. MicroEngine software that support QR Code feature.

  2. Email notification settings MUST be configured in xPortalNet Server software to allow any notification to be sent to visitor with static QR code type via email. Refer to How to Configure the Email Notification in xPortalNet Software article to configure email notification setting.

  3. Visitor card with “Ready” status in Card Records.

Summary:

  • Add visitor card with Static QR code type.

  • Sign in visitor with QR Code type through xPortalNet software.

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Step-by-step Guide:

  • Add visitor card with Static QR code type:

Step 1: In xPortalNet Client, go to Data Setup > Access Data Setting > Card Records.

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Step 2: The Card Detail List window will be opened. Click Get Now! button.
Card Detail List Window
Figure 1: Card Detail List Window

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Step 3: The Card Detail Setup window will then be shown. Click Add.
Card Detail Setup Window - to Add a New Card Record
Figure 2: Card Detail Setup Window - to Add a New Card Record

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Step 4: The Add Card Detail window will be shown. Configure the Card Type as "QR CODE" and QR Code Type as "Static".Add Card Detail Window - Select Card Type and QR Code Type
Figure 3: Add Card Detail Window - Select Card Type and QR Code Type

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Step 5: Enter QR Code ID. You can also click the Generate button to automatically generate the QR Code ID.
Add Card Detail Window - Enter or Generate QR Code ID
Figure 4: Add Card Detail Window - Enter or Generate QR Code ID

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Step 6: In the Card Category field, select "Visitor". In the Status field, select "Ready"
Add Card Detail Window - Select Card Category and Card Status
Figure 5: Add Card Detail Window - Select Card Category and Card Status

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Step 7: Click OK to add and save the new visitor card record.
Add Card Detail Window - to Save the Card Record
Figure 6: Add Card Detail Window - to Save the Card Record.

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Step 8: The “Record Added!” message box will be displayed. Click OK.
Record Added Message
Figure 7: Record Added Message 


Step 9: Now, you should be able to see the newly added visitor card record in Card Detail Setup.
Visitor Card with QR Code in Card Detail Setup
Figure 8: Visitor Card with QR Code in Card Detail Setup.

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  • Sign in visitor with QR Code type through xPortalNet software:

Step 1: Login to xPortalNet Client. Then, go to Visitor Still In List tab. Click VISITOR SIGN IN (F3) button.
Visitor Still In List Window
Figure 9: Visitor Still In List Window

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Step 2: The Visitor Sign In Transaction window will be opened. In the VISITOR ID INFORMATION form, tick OTHERS for ID TYPE and enter the visitor ID number in ID NO field. Click Next.
VISITOR ID INFORMATION Form
Figure 10: VISITOR ID INFORMATION Form

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Step 3: Fill up the visitor details in VISITOR INFORMATION form. Enter a valid email address as system will send a notification email that contains a QR code that can be used by visitor to access the premise.
VISITOR INFORMATION Form - Enter Valid Email Address
Figure 11: VISITOR INFORMATION Form - Enter Valid Email Address

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Step 4: Select the VISITOR CARD NO with QR Code as configured in the section above. This card number will be displayed as Badge ID in Visitor Still In List.
VISITOR INFORMATION Form - Select Visitor Card No. with QR Code Type
Figure 12: VISITOR INFORMATION Form - Select Visitor Card No. with QR Code Type

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Step 5: Select the START DATE and END DATE of the visit period. This is important as the visitor's static QR code will be valid within the assigned visit period only.
VISITOR INFORMATION Form - Select Start Date and End Date of Visit Period
Figure 13: VISITOR INFORMATION Form - Select Start Date and End Date of Visit Period

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Step 6: Configure the access settings for visitor like DOOR ACCESS CODE and FLOOR ACCESS CODE.
VISITOR INFORMATION Form - Select Door Access Code and Floor Access Code
Figure 14: VISITOR INFORMATION Form - Select Door Access Code and Floor Access Code

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Step 7: After completing all required visitor's information, click Next to sign in the visitor.
VISITOR INFORMATION Form - Click NEXT to Sign In the Visitor
Figure 15: VISITOR INFORMATION Form - Click NEXT to Sign In the Visitor


Step 8: The Visitor [ID_No] Sign In Successfully message will appear after successfully signed in the visitor. Click OK.
Visitor Sign In Successfully Message
Figure 16: Visitor Sign In Successfully Message 

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Step 9: Software will send install visitor card command for door controller. Wait for the process to complete and click Close.
Delivery Report Window to Send Visitor Card Command
Figure 17: Delivery Report Window to Send Visitor Card Command

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Step 10: The signed in visitor can now be seen in the Visitor Still In List.
Signed In Visitor in Visitor Still In List
Figure 18: Signed In Visitor in Visitor Still In List

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In Latest Event List window, users should be able to see the (Hi) Visitor Sign In transaction along with the other related transactions for visitor sign in process.
Visitor Sign In Transaction in Latest Event List
Figure 19: Visitor Sign In Transaction in Latest Event List

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Step 11: Meanwhile, visitor will receive an “Access Badge Generated” email. This email contains a QR code that can be used to obtain a valid access to the premise by scanning the QR code at MicroEngine QR Code reader.
Access Badge Generated Email
Figure 20: Access Badge Generated Email


As long as the visit period is still valid, visitor should be able to gain valid entry or valid exit access when scanning the QR code at MicroEngine QR Code reader.
Valid Access Transaction when Visitor Scan the QR Code at MicroEngine QR Code Reader
Figure 21: Valid Access Transaction when Visitor Scan the QR Code at MicroEngine QR Code Reader

Common Issues:NIL
Documentation Date:17/05/2020 (Rev 1.0)

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