How to Setup Auto Sign Out Expired Visits Action Procedures in xPortalNet Software


Problem (Issue) Statement:

How to Setup Auto Sign Out Expired Visits Action Procedures in xPortalNet Software

Description:

A guide to configure the Auto Sign Out Expired Visits Action Procedure. By executing this action, the system will auto signing out the visitor which is still signing in but the visits access is already expired. Once this action procedures is executed, the signed in visitor that matched the expired access condition will automatically be signed out by the system.

User must configure the Action Procedures and Schedule Task for this operation to be completed.

Related Software:

xPortalNet v1.5.0.117 or higher

Related Hardware:

NIL

System Application:

Door Access System

Symptom and Finding:

NIL

Cause:

For first time guide to configure the Auto Sign Out Expired Visits Action Procedures 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.

.

.

Summary 


Step-by-step Guide: 

  • To Configure the Action Procedures:

In these steps, user will be guided to setup the Action Procedures. The Auto Sign Out Expired Visits is an action that will automatically sign out any visitor that is still signing in but their visits access has already expired.


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.

Add Action Procedures Window
Figure 1: Add Action Procedures Window.


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

  • Select Auto Sign Out Expired Visits from the Action list.
  • Then, click Next to confirm the selection.

Add Action Type Window
Figure 2: Add Action Type Window.


Step 5: Make sure the settings is correct. Then, click OK to save the changes.
Add Action Procedures Window
Figure 3: Add Action Procedures Window.


Step 6: The following message will be shown. Click OK to continue.
Record Added Message
Figure 4: Record Added Message.


Step 7: You have successfully configured the action procedures.
New Action Procedure Successfully Added
Figure 5: New Action Procedure Successfully Added.


  • To Configure Schedule Task: 

In these steps, user will be guided to configure the Schedule Task. It will be used to schedule the Auto Sign Out Expired Visits 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 Auto Sign Out Expired Visits.
  • Then, click Action Procedures.

Add Schedule Task
Figure 6: Add Schedule Task.


Step 4: Select the pre-configured Visitor Auto Sign Out Action Procedures. Then, click OK.
Select Action Procedures
Figure 7: 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 Auto Sign Out Visitor Action Procedures once on 7/16/2018 at 11:15)
  • Then, click OK to save the changes.


Figure 8: Edit Schedule Window.

Knowledge Base Link

User can choose from 3 Schedule Type which are Once at services startup, Recurring and One time. Further details on Schedule Type, please refer to the following link: How to Configure Schedule Task in xPortalNet?


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

Record Added Message
Figure 9: Record Added Message.


Step 7: You have successfully added the Schedule Task.

Schedule Task Setup Successfully Added
Figure 10: Schedule Task Setup Successfully Added.


  • To Validate the Visitor Auto Sign Out Action Procedures: 

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


Step 1: Login to xPortalNet Server software.


Step 2: Open Visitor Still In List tab and check the signed in visitor records.
Visitor Still In List Tab
Figure 11: Visitor Still In List Tab.


Step 3: Check the Visitor Information.

  • Check the End Date field from the Visitor Information.
  • If the End Date is already expired (compare to current date), this user will be Auto Sign Out when the Schedule Task is executed. 

Visitor Information Window
Figure 12: Visitor Information Window.


Step 4: Observe the Latest Event List.

  • The following transactions mean the Auto Sign Out Expired Visits Action Procedures has started and completed.
  • The execution date and time is according to the Schedule Task settings.
  • The Expired Visits visitor is automatically signed out.

Latest Event List Window
Figure 13: Latest Event List Window.

Document Date

16/07/2018 (Rev 1.0)

PROOF-READ

.

.


.

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