How to Add Card User in xPortal3000 Software

Problem (Issue) Statement:

How to add card user in xPortal3000 software

Description:

A guide to add card user in xPortal3000 software.

Related Software:

  • xPortal3000

Related Hardware:

  • All controller model

System Application:

  • Software configuration for add card user

Symptom and Finding:

NA

Cause:

For first time guide to add card user in xPortal3000 software.

Solution:

Warning!

  • Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

  • Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

.

.

Summary

  • To manually add card user via Staff Records.

  • To observe the Latest Event List window to ensure that staff is able to gain door access.


Note

  • xPortal3000 software provides several ways to add card user. These options include Manual Add, Batch Add, Scan List and Import Staff.
  • This article will show you steps of using 'Manual Add' which is a common method to add a new card user.

Step-by-step Guide:

  • To manually add card user via Staff Records:

Step 1: Ensure that xPortal3000 Service is running.


Step 2: Go to xPortal3000 Client > Staff Record.
Staff Record Icon
Figure 1: Staff Record Icon


Step 3: Click Add to add a new card user. The Add Staff Detail window will be shown as below. Fill in all the necessary information at General Info tab.
Add Staff Detail Window
Figure 2: Add Staff Detail Window


Note

  • Field highlighted in yellow cannot be changed after saving.
  • 1:N Fingerprint Identification is only applicable to XP-GT controllers
  • The fields marked with * are compulsory fields.






Step 4: Next, users have to assign a door accessibility level for the newly added staff. Click the Door Accessibility tab. Users can either manually check the doors accessible by the staff, or click Load Door Accessibility Template
Door Accessibility Tab in Add Staff Detail Window
Figure 3: Door Accessibility tab in Add Staff Detail Window


Step 5: If users clicked the Load Door Accessibility Template, the Select Door Access window will be shown. Select the pre-set door access level and click OK to continue.
Select Door Access Window
Figure 4: Select Door Access Window


Knowledge Base Link

Users can refer to How to Configure Door Access Level at xPortal3000 software for the complete steps to configure Door Access Level.




Step 5: Software will then prompt for confirmation to load the selected door access level. Click OK to continue.
Confirm Load Selected Door Access Window
Figure 5: Confirm Load Selected Door Access Window


Step 6: Software will then return to the Add Staff Detail window. Click OK to save the staff detail. The following message window will then be shown to indicate that the Record is Updated. Click OK to continue.
Record Added Window
Figure 6: Record Added Window


Step 7: The Send Data and Command window will be shown. Please wait for the Send Data and Command process to complete before clicking Close.
Send Data and Command Window
Figure 7: Send Data and Command Window


Step 8: Ensure that the newly added staff record is listed in the Staff Detail Setup window.


  • To observe the Latest event List window to ensure that staff is able to gain door access:

Step 1: Test the configuration steps by flashing the access card to the connected controller / reader to verify that the staff is able to gain the respective door access.


Step 2: At the Latest Event List window, the software will be logging several different transactions under the respective scenarios.

Date Documentation:

4/6/2018 (Rev 1.0)

PROOF-READ

.

.


.

© MicroEngine Technology Sdn Bhd (535550-U). All rights reserved.