How to Add New Field in The Visitor Information in xPortalNet Software


Problem (Issue) Statement:

How to Add New Field in The Visitor Information in xPortalNet Software

Description:

In this release, the software has been improved to allow user to configure up to 8 user defined fields. These user defined field can be used in VMS module in xPortalNet Software. User can define the maximum length of the field and also specify which field is mandatory.

Related Software:

xPortalNet v1.5.0.155 or higher

Related Hardware:

NIL

System Application:

Visitor Management System

Symptom and Finding:

NIL

Cause:

NIL

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 Add New User Defined Field.


Step-by-step Guide: 

  • To Add New User Defined Field:

In these steps, user will be guided to add new user defined field.


Step 1: Run xPortalNet Server.


Step 2: Go to Server Admin > System Properties.


Step 3: The System Properties window will be shown. Click the Miscellaneous tab.
Miscellaneous Tab
Figure 1: Miscellaneous Tab.


Step 4: Go to User Defined Field as shown below.
User Defined Field Window
Figure 2: User Defined Field Window. 


Step 5: Fill up the information accordingly.

  • Enter the field name from the Caption field.
  • Specify the maximum length of the field from the Max Length field.
  • Tick the Mandatory box if the field is compulsory to be filled.

Enter User Defined Field Information Window
Figure 3: Enter User Defined Field Information Window.


Step 6: Click OK to confirm and save changes. "Record Updated!" message will be shown.

Record Updated Message
Figure 4: Record Updated Message.


Step 7: Login to xPortalNet Client software and download the settings.
Download The Settings Message
Figure 5: Download The Settings Message.


Step 8: Login to xPortalNet Client software.


Step 9: Go to Device Comm > Send Door Setting > Door Parameters.
Download Door Parameters Window
Figure 6: Download Door Parameters Window.


Step 10: Sign in the Visitor.

  • The newly added User Defined Field can be seen from the Visitor Information window.
  • If the field is mandatory, there will be hint message inside the field box indicated the field is required.

Visitor Information Window
Figure 7: Visitor Information Window.

Knowledge Base Link

See article How to Setup Visitor Management System on xPortalNet Software for detail steps to sign in the visitor.

Document Date

14/08/2018  (Rev 1.0)

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