How to Add Staff Record using Startup Wizard in xPortal3000 Software

Problem (Issue) Statement:How to add Staff Record using Startup Wizard in xPortal3000 software
Description:

This article will guide users on how to add Staff Record using Startup Wizard in xPortal3000 software.

Related Software:
  • xPortal3000
Related Hardware:NIL
System Application:NIL
Symptom and Finding:

NIL

Cause:For first time guide on how to add Staff Records using Startup Wizard in xPortal3000 software.

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 Staff Records using Startup Wizard.


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Step-by-step Guide:
  • To add Staff Records using Startup Wizard:

Step 1: Ensure that xPortal3000 Services is running.

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Step 2: Go to xPortal3000 Client > Startup Wizard Icon. The Startup Wizard will be shown as below. Click on the Card User icon.
xPortal3000 Startup Wizard Window
Figure 1: xPortal3000 Startup Wizard Window

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Step 3: The following window will then be shown. Click Method 1: Creating card user record by normal mode to import staff record via the Startup Wizard.

Figure 2: Method 1: Creating Card User Record by Normal Mode

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Knowledge Base Link

Users may refer to How to Import Staff Record using Startup Wizard in xPortal3000 Software for the complete steps of selecting Method 2: Importing card user record from Excel or CSV file.

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Step 4: If the following message is shown by the software, click OK to continue.

Figure 3: No Record Found! Error Message

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Note

This message is prompted by the software to indicate that there are no Staff Records found in the database. Users can safely ignore this error message.

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Step 5: The Staff Detail Setup window will then be shown. Click Add to add the new staff records.

Figure 4: Add Icon in Staff Detail Setup Window

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Step 6: The Add Staff Detail window will be shown. Enter the information of the staff accordingly.
Add Staff Detail Window
Figure 5: Add Staff Detail Window

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Step 7: Click on the Door Accessibility tab > Load Door Accessibility Template to configure the Door Access Level to be assigned for this particular staff. Click OK to save the changes.

Figure 6: Door Accessibility Tab and the Select Door Access Window

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Step 8: The software will then prompt the following message windows indicating the progress of the changes. Click Yes and OK to continue at the respective message windows.
Confirm Load Selected Door Access Window
Figure 7: Confirm Load Selected Door Access Window

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Record Added Window
Figure 8: Record Added! Window 

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Step 9: The software will then prompt the Preparing Card Data window. Wait for the process to complete
Preparing Card Data Window
Figure 9: Preparing Card Data Window

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Step 10: The Delivery Report window will then be shown. Ensure that all the data sending process returned the status of OK! and click Close to return to Staff Detail Setup window.
Delivery Report Window
Figure 10: Delivery Report Window

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Step 11: The newly added staff record will be listed in the Staff Detail Setup window. Click Close to exit from the window.
Staff Detail Setup Window Showing the Newly Added Staff Record
Figure 11: Staff Detail Setup Window Showing the Newly Added Staff Record
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Step 12: The newly added staff can now flash the valid access card to the respective controller to gain access. The software will record the "Valid Entry Access" transaction.
Latest Event List Recording the Valid Entry Access
Figure 12: Latest Event List Recording the Valid Entry Access

Common Issues:

NIL

Porting Date:25/10/2019

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