How to Add Card User in xPortalNet Software

Problem (Issue) Statement:

How to add card user in xPortalNet software

Description:

A guide to add card user in xPortalNet software.

Related Software:

  • xPortalNet Lite
  • xPortalNet Standard
  • xPortalNet PS

Related Hardware:

  • All controller model

System Application:

  • Software configuration to add card user in Staff Records

Symptom and Finding:

NIL

Cause:

For first time guide to add card user in xPortalNet 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.

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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

  • xPortalNet 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 xPortalNet Services is running.


Step 2: Go to xPortalNet Client > Data Setup > Access Data Setting > Staff Record and click Get Now! to continue.
Staff Detail List
Figure 1: Staff Detail List


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 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. At the Add Staff Detail window, click Press to Select .. under the Door Access Code field. The Select Door Access window will be shown as below. Check the door accessible by the staff and click OK to continue.
Select Door Access Window
Figure 3: Select Door Access Window


Knowledge Base Link

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



Step 5: The following message window will be shown to indicate that the Record is Updated. Click OK to continue.
Record Updated Window
Figure 4: Record Updated Window


Step 6: 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 5: Send Data and Command Window


Step 7: 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:

1/6/2018 (Rev 1.0)

PROOF-READ

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