How to Setup Purge Visitor in xPortalNet Software

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Summary 

• To Configure Action Procedures.

• To Configure Schedule Task.

• Validate the Purge Visitor Action Procedures.

Step-by-step Guide: 

• To Configure Action Procedures: 
  

In these steps, user will be guided to setup the Action Procedures. The Purge Visitor is an action that will delete the existing signed in visitor records.Once this action has been executed, user have to re-enter all visitor information when they want to sign in the same visitor again.

Step 1: Login to xPortalNet Server software. 

Step 2: Open Action Procedures. Go to Server Admin > Action Procedures.

Step 3: The Add Action Procedures window will be shown.

• Fill in the Code and Description.
• Then, click Add to add the Action Type.

^{Figure 1: Add Action Procedures Window.}

Step 4: The Add Action Type window will be shown.

• Select Purge Visitor from the Action list.
• Then, click Next to configure the Purge Visitor Properties.

^{Figure 2: Add Action Type Window.}

Step 5: The Purge Visitor Properties window will be shown.

• Specify the Period (in days) after which the existing visitor record will be deleted.
  ^{(For this example, after 1 day of the visitor records was created, it will be deleted accordingly)}
• Then, click OK to continue.

^{Figure 3: Purge Visitor Properties.}

Step 6: Make sure the settings is correct. Then, click OK to save the changes.

^{Figure 4: Add Action Procedures Window.}

Step 7: The following message will be shown. Click OK to continue.

^{Figure 5: Record Added Message.}

Step 8: You have successfully added the Purge Visitor action procedures.

^{Figure 6: Purge Visitor Action Procedure Successfully Added.}

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• To Configure Schedule Task: 

In these steps, user will be guided to configure the Schedule Task. It will be used to schedule the Purge Visitor when it is to be executed.

Step 1: Login to xPortalNet Server software.

Step 2: Open Schedule Task. Go to Server Admin > Schedule Task.

Step 3: The Add Schedule Task window will be shown.

• Fill in the Code and Description.
• This Schedule Task must be enabled in order to execute the Purge Visitor.
• Then, click Action Procedures.

^{Figure 7: Add Schedule Task.}

Step 4: Select the pre-configured Purge Visitor Action Procedures. Then, click OK.

^{Figure 8: Select Action Procedures.}

Step 5: Click Schedule and the following window will be shown.

• Configure the Schedule according to the user preferences.
  ^{(For this example, the Schedule Task will execute the Purge Visitor Action Procedures once on 7/13/2018 at 18:00)}
• Then, click OK to save the changes.

^{Figure 9: Edit Schedule Window.}

Step 6: After user confirm the settings and click OK, the following message will be shown. Click OK to continue.

^{Figure 10: Record Added Message.} 

Step 7: You have successfully added the Schedule Task.

^{Figure 11: Schedule Task Setup Successfully Added.}

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• To Validate the Purge Visitor Action Procedures: 

In these steps, user will be guided on how to validate the Purge Visitor Action Procedures. User can see when the action will be executed from the Latest Event List. 

Step 1: Login to xPortalNet Client software.

Step 2: Open Visitor Still In List tab and Sign In the visitor.

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Step 3: Below is an example of signed in visitor records. This visitor is using ID No 102.

^{Figure 12: Visitor Still In List tab.}

^{Figure 13: Visitor Information Window.}

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Step 4: Observe the Latest Event List.

• The following transactions mean the Purge Visitor Action Procedures has started and completed.
• The execution date and time is according to the Schedule Task settings.

^{Figure 15: Latest Event List Window.}

Step 5: The log of this action can be found from the C:\ProgramData\MicroEngine\xPortalNet v1\Server\ScheduledTaskLogs.

^{Figure 16: Schedule Task Log File.} 

Step 6: To verify that the visitor record has already been deleted, sign in new visitor by using the same ID No. The previous visitor record is no longer populated into the Visitor Sign In Information. 

^{Figure 17: Visitor Sign In Transaction Window.}