How to Setup Visitor Management System on xPortalNet Software

Problem (Issue) Statement:

How to setup Visitor Management System on xPortalNet software

Description:

A guide to setup Visitor Management System on xPortalNet software. For a comprehensive Security Management System, it is crucial that visitors visiting the facility are properly registered.

Incorporated into the xPortalNet software is a Visitor Management System which allows for visitor registration and provide limited access to the building. All visitor information and transactions will be recorded in the xPortalNet database.

Related Software:

  • xPortalNet Standard
  • xPortalNet PS

Related Hardware:

NA

System Application:

  • Visitor Management System

Symptom and Finding:

NA

Cause:

For first time setting up of Visitor Management System on 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


Note

Prepare some of access cards to Card Record to define as visitor access card.


Step-by-step Guide:

  • To setup MyKad reader:

Step 1: Go to xPortalNet Client > Data Setup > System Setting > MyKad Reader Setting.


Step 2: The MyKad Reader Settings window will be shown as below. Configure the MyKad reader Model and Read Time Out settings and click OK to save the changes.
MyKad Reader Settings Window
Figure 1: MyKad Reader Settings Window


Knowledge Base Link

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  • To add visitor access card to Card Records:

Step 1: Go to xPortalNet Client > Data Setup > Access Data Setting > Card Records > Get Now!
Card Detail List Window
Figure 2: Card Detail List Window


Step 2: The Card Detail Setup window will be shown as below. Click Add to add a new Visitor Card.
Card Detail Setup Window
Figure 3: Card Detail Setup Window


Step 3: The Add Card Detail window will then be shown as below. Enter the Card No which will be assign as visitor access card and click OK to continue.
Add Card Detail Window
Figure 4: Add Card Detail Window


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


Step 5: Back at the Card Detail Setup window, details of the new visitor access card will be shown in the list.
Details of the Newly-added Visitor Access Card in Card Detail Setup Window
Figure 6: Details of the Newly-added Visitor Access Card in Card Detail Setup Window


Step 6: To continue adding new visitor access cards, repeat steps 2 to 4. To exit, simply click Close.
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  • To register visitors using xPortalNet:

Step 1: Go to xPortalNet Client > Visitor Still In List tab. The following window will be shown as below. Click VISITOR SIGN IN or press F3.
Visitor Still In List Tab
Figure 7: Visitor Still In List tab


Step 2: The Visitor ID Information window will be shown as below. Select the ID type and fill in the ID number. Click NEXT to continue.
Visitor ID Information Window
Figure 8: Visitor ID Information Window


Tips

  • For MyKad ID type, insert MyKad to reader and press READ INFO. The reader will take several seconds to read data from MyKAD.
  • For Passport ID type, place the passport on the passport scanner and press READ INFO. Wait for the passport scanner to read data from passport.

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Step 3: The Visitor Sign In Transaction window will then be shown. Once data has been collected from the chosen ID type, xPortalNet Client will automatically fill in the general information such as Visitor Name, Address, Gender and Photo. Users may fill in the other fields and click NEXT to continue.
Visitor Sign In Transaction Window
Figure 9: Visitor Sign In Transaction Window





Step 4: The following message window will be shown to indicate that the visitor has been signed in successfully. Click OK to continue.
Visitor Sign In Successfully Window 
Figure 10: Visitor Sign In Successfully Window


Step 5: The Delivery Report window will be shown to indicate the progress of sending the visitor access card number to all controllers. Wait until the Delivery Report prompts the data sending process is completed before clicking Close to continue.
Delivery Report Window
Figure 11: Delivery Report Window
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  • To observe Visitor Still In List and Latest event List to ensure that the visitor record is logged:

Step 1: At the Visitor Still IN List, the registered visitor is recorded as being "Still In".
Registered Visitor Shown in Visitor Still In List
Figure 12: Registered Visitor is Still In


Step 2: At the Latest Event List, software recorded the "Visitor SignIn", "Card Assignment", "Card Inventory" and "Visitor Record" transactions.
Latest Event List Showing Registered Visitor's Transaction Logs
Figure 13: Latest Event List Showing Registered Visitor's Transaction Logs


Step 3: When the visitor flashed the card on Exit reader, the Latest Event List will log the "Valid Exit Access", "Card Inventory", "Card Assigment" and "Visitor SignOut" transaction (if visitor auto sign out feature is enabled and the transaction direction is configured).
Latest Event List Showing the Registered Visitor's Exit Access Transaction Logs
Figure 14: Latest Event List Showing the Registered Visitor's Exit Access Transaction Logs

Step 4: The transaction log in the Visitor Still In List will also be automatically updated and removed.
Visitor Still In List Updated and the Registered Visitor Transaction Log is Removed
Figure 15: Visitor Still In List Updated and the Registered Visitor Transaction Log is Removed

Date Documentation:

16/6/2018 (Rev 1.0)

PROOF-READ

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