AMAG Symmetry Documentation

1.Scopo #

The purpose of this page is to instruct the user on how to synchronize an XPressEntry System with the AMAG Symmetry software.

2.Setting Up Symmetry to Synchronize with XPressEntry #

It is assumed Symmetry is installed on a server with a Data Connect License and Advanced Reporting. Please contact your AMAG dealer to receive both the license and the Advanced Reporting installer.

2.1.Ordine delle operazioni #

  1. Apply License
  2. Install Advanced Reporting
  3. Set up Symmetry Data
  4. Abilita sincronizzazione da XPressEntry
  5. Impostare i dati XPressEntry

3.Data Connect #

XPressEntry communicates with Symmetry in two ways

  1. Pulling data from Database Views
  2. Data Connect Insert

If you do not have a Data Connect License, please contact your Symmetry Dealer.

3.1.Applicazione del codice di licenza #

In order to add the license key to your symmetry system, go to Maintenance tab and select System Licensing.

amag symmetry data connecct license

Select Add and enter your license key information. Once the license has been applied, restart Symmetry to configure the new options.

3.2.Configuring Data Connect #

Navigate to the Data Import form (Operation>Data>Data Import). Set the Import Database Scan Period to as often as you would like Symmetry to scan for newly imported transaction records. Select OK.

4.Setup Symmetry Data and Settings #

4.1.Palmari #

For every physical XPressEntry handheld reader, you should have two logical readers in the Symmetry System. They should be distinguished with the words “Entry/Exit” or “IN/OUT” at the end of them. These readers are only theoretical and represent the location in which an XPressEntry Mobile Reader will be used.

4.2.XPressEntry LAN Chain #

To begin, you should add the readers to the Symmetry system. You will need to be logged in with the Installer permissions in order to do this.

In order to add readers, you must first create or specify a LAN Chain. It does not matter what the LAN Chain is named, but it is helpful for the name to be related to XPressEntry for organization purposes. To do this, you must first select a LAN Chain port.

Select “Client Ports” under the Install tab. Select “New”.
Select from the list of available ports and fill the other two fields out as shown below.

  1. Port- Select a port that is not and will not be in use.
  2. Allocation- Select LANnode Chain.

Select “OK”

After specifying the type of port, select Chains>LAN under the install tab and click “New”. The IP Address can be outside of the active domain. Make sure that enabled is not checked.

amag symmetry add a LAN chain

  1. LAN Chain Name- The name that will carry the Nodes which carry your handheld readers.
  2. Enabled- Does not need to be enabled because this chain because it is logical only
  3. IP Address- Fill in a fake IP address. Because the reader is theoretical, it does not actually use an IP address.
  4. When finished, press OK.

4.3.XPressEntry Nodes #

Once you have created a LAN Chain, you will need to create one or more nodes in order to add XPressEntry Handhelds.

Under the Install tab, select Node. There are several options you can choose under Node Type. Choosing “multiNODE 2150 Series 8DBC” will allow you to add 8 handhelds to this node. Be sure that enabled is checked and select OK.

amag symmetry add node

  1. Chain Name- Select the Chain that you created during the second step (Figure 2).
  2. Determines the number of handhelds that can be stored in this node. Use one of the multiNODE 2150 Series node types.
    1. multiNODE 2150 Series 8DBC- Carries 8 Readers
    2. multiNODE 2150 Series 4DBC- Carries 4 Readers
    3. multiNODE 2150 Series 2DBC- Carries 2 Readers

4.4.Aggiunta di palmari XPressEntry #

After creating LAN chains and nodes, we can add the handheld readers to the system. Under the install tab, select Reader. For each physical XPressEntry handheld that you have, create two logical handhelds in the Symmetry system; one for entry and one for exit. Under the setup tab, select the company the reader belongs to. In the “Connected To” grouping, select the node you created above as well as the type of controller you had selected for the node. Each reader created in the same node will have a different port number. Select OK when finished.

amag symmetry add reader

  1. Reader Description- This is the name of the logical reader. Its name should contain the location of the reader and the directionality (Entry or Exit).
  2. Node Description- This is the node you created.
  3. The port of the reader on the node. There are eight of them if the node type is multiNODE 2150 Series 8DBC.

In most situations, you should add two readers (an exit and an entry) for each door. Usually, there should be at least one XPressEntry handheld for each door you are tracking. We will go into the way this works when we review XPressEntry.

4.5.All Readers #

After creating four physical readers, the list of readers should look similar to the example below. If the eight door controller was selected, a separate node will need to be created for the fifth handheld.

amag symmetry reader list

5.Abilita sincronizzazione #

XPressEntry uses a module called “Data Manager” to synchronize all data with Symmetry.

From the main page of XPressEntry, go to XPressEntry / Settings (CTRL+S or Tools>Settings)

5.1.Scheda Generale #

Dalla pagina Impostazioni, selezionare la scheda Generale

xpressentry general settings

  1. Set the Log level to Debug or SQL- this will allow you to view log entries during the sync process
  2. Max log size- 5000 or higher
  3. Max log Age- 1 Day or higher

Once the integration is complete, set the log level to Critical, so only error messages will be tracked.

5.2.Scheda Profilo lettore #

La scheda Profilo lettore consente di configurare i palmari.

Profili del lettore xpressentry

L'unica modifica importante da apportare in questa scheda è quella di assicurarsi che "Door Reader" sia l'unica modalità selezionata in "Metodi di convalida". Seleziona "Salva" in alto a destra quando hai finito.

5.3.Scheda Data Manager #

From the Settings page select the Data Manager Tab.

  1. Type- This is the integration type. Select AMAG.
  2. Setup Data Manager- Sends you to the setup form for Amag’s data manager.
  3. Salva e applica impostazioni: salva tutte le impostazioni dal modulo di installazione, aggiorna le frequenze e le opzioni di sincronizzazione delle attività.
  4. Opzioni frequenza aggiornamento: imposta e cancella gli intervalli in cui il gestore dati aggiorna XPressEntry.
  5. Funzioni di sincronizzazione immediata: esegue un aggiornamento immediato.
  6. Opzioni di sincronizzazione attività: utilizzate per inviare le attività del palmare XPressEntry a Symmetry.

Set the Update Frequency to as often as you want the system to update. Note that only one update can run at a time and if this value is very low the system will constantly try to update (this is not always a problem).

  1. Full Sync Update- This sync will grab all relevant records from Symmetry and update them in XPressEntry. If there is a large number of users in Symmetry, this sync option can take some time.
  2. Partial Sync Update- This sync will grab records from all tables but will limit the number of Users that are retrieved from Symmetry. It will only grab the last x number of users that were added to the system. This is valuable when you do not want to wait for a long sync, but want to add a new user into the XPressEntry system.
    1. Do use this sync to quickly update any table in XPressEntry.
    2. Do use this sync to quickly add a new user into XPressEntry from Symmetry.
    3. Do NOT use this sync to delete a user from XPressEntry who was deleted in Symmetry.
    4. Do NOT use this sync to update a user from XPressEntry who was changed in Symmetry.
  3. Activity Sync Update- Use this sync to send XPressEntry Events to Symmetry. These events will show up as Symmetry Alarms. The “Activity Synchronizing” section contains two options.
    1. Sync Data Manager Activities with XPressEntry – This option allows you to pull activities from Symmetry. This will change the location of the user within XPressEntry
    2. Sync XPressEntry Activites to Data Manager – Will push XPressEntry handheld activities to Symmetry.

All of these options can be changed at any time. Changing any option will immediately take effect.

5.4.Symmetry Setup Page #

Premere il pulsante "Setup Data Manager" per ottenere la schermata di configurazione specifica AMAG.

symmetry setup

Configure the connection string to point to the Symmetry Database. It is recommended that your connection string uses Windows Authentication (Trusted_Connection=Yes or equivalent Integrated Security).

If you do not use Windows Authentication, you may hide the password in the connection string by placing it in the Connection String Password box. In the connection string, add “@Password” as a placeholder for your password (as shown in the connection string above).

Note- This password is not secure. Using this feature in a production environment can result in a security breach.

Select “Test Connect”. If configured correctly, the result will display “Successfully Connected to the Symmetry database!”

Exit out of this form. On the Data Manager tab of the Settings form, select “Save and Apply Settings”. It is now time to begin syncing data.

Select “Full Sync Now” to pull all data from Symmetry. Once the sync has finished, all relevant Symmetry records should now display in XPressEntry.

6.Symmetry Sync Check #

The purpose of this section is to help the operator understand exactly what data XPressEntry is pulling. For a quick setup, please navigate to the next section, “Configuring XPressEntry using Symmetry Data”.

The mapping of each table pulled from XPressEntry is shown below.

  1. Companies>Companies
  2. Cardholders>Users
  3. Cards>Badges
  4. Readers>Reader
  5. TimeCodes>TimeZones
  6. Access Codes>Groups
  7. User/Access Codes>Groups
  8. Reader Groups>Groups
  9. User/Reader Groups>Groups
  10. Reader/Users Permission>Groups

6.1.Companies and Readers #

Companies and readers are the simplest tables to pull from Symmetry. All Companies and Readers should be available to view in their respective tabs.

lettori xpressentry

6.2.Gli utenti #

Ecco un esempio di un utente correttamente sincronizzato:

xpressentry users

All External Records (From Symmetry) will display in red as an “External Record” at the top of the form. This label will not display for any records that were created from within XPressEntry.

XPressEntry will pull the user’s image and badge number from Symmetry. The badge number can be seen at the bottom of the screen.

6.3.Autorizzazioni utente #

Users in XPressEntry have the same permissions to each reader as they do in Symmetry. This is regardless of whether the user is assigned an Access Code, Reader Group, or direct access to a Reader. However, the way in which the data is displayed is a little different.

The following is an example of the permissions a user has in Symmetry vs. how the data is displayed in XPressEntry.

symmetry permissions

xpressentry permissions

In order to see the readers Fiona has access to, navigate to the “Groups” tab. Select “Building Group SixToEight” from the list on the left.

xpressentry permissions selected

Each user with assigned permissions in Symmetry will have the same permissions in XPressEntry.

Permissions in Symmetry can be assigned in 3 different ways.

  1. Access Code- XPressEntry pulls all readers associated with the Access Code at the reader’s specified time.
  2. Reader Group- XPressEntry creates a Group for each Time Code a Reader Group uses.
    1. Ex- 5 people are given access to Symmetry to Reader Group 1 between 9 AM and 5 PM. 7 People are given access in Symmetry to Reader Group 1 between 6 PM and 4 AM. XPressEntry creates 2 groups; 1 for the day shift and 1 for the night shift. Each group contains all readers in Reader Group 1 and access at the specified time.
  3. Direct Reader Access- XPressEntry creates a Group for each Reader/Time Code combination used in the Symmetry Database.
    1. Ex- 5 people are given access in Symmetry to Reader 1 between 9 AM and 5 PM. 7 people are given access in Symmetry to Reader 1 between 6 PM and 4 AM. XPressEntry creates 2 groups, one for the first group of people and one for the second with access to the single reader at the specified time.

6.4.Timezones #

xpressentry timezones

Time Codes are pulled from each Symmetry to create Timezones. If a single Time Code has multiple standard time ranges for different days of the week, XPressEntry will create additional intervals to support this.

symmetry time code

xpressentry timezones

7.Configuring XPressEntry using Symmetry Data #

Now that XPressEntry has Symmetry’s database, it needs to be configured to use this information. The tabs that need to be configured are the Doors, Readers, and Zones.

7.1.Porte #

Le autorizzazioni di entrata / uscita in XPressEntry sono impostate da porte. Le porte contengono due lettori, un'uscita e un lettore di voci. L'accesso alla porta è determinato dall'accesso dell'Utente al lettore della porta. Per l'ingresso, il permesso si basa sull'accesso dell'utente al lettore di accesso esterno della porta. Per l'uscita, il permesso si basa sull'accesso dell'utente al lettore di uscita esterno della porta.

Le porte devono essere impostate dall'utente per ciascun lettore portatile in XPressEntry.

The XPressEntry Integration with Symmetry does not require additional start and end zones. However, XPressEntry can help keep track of what “zones” people are in if configured correctly.

xpressentry doors

  1. Zones- For each door, set the start zone and end zone. This will “enter” a user in the specified zone when they enter or exit (or scan at a Symmetry readers).
  2. Lettori esterni: collega i lettori di voci e uscite logiche creati in Symmetry a una porta.

XPressEntry richiede l'impostazione manuale delle porte nel sistema. Ci dovrebbe essere una porta in XPressEntry per ogni stazione fisica che un dipendente avrà un palmare. Per creare una porta, seleziona "Aggiungi nuovo" nella parte inferiore del modulo. Inserisci un nome che descriva chiaramente cosa rappresenta questa porta. Seleziona "Outside" per Start Zone e "Building" per End Zone. "External Entry Reader" è uno dei lettori di voci che hai creato in Symmetry. "External Exit Reader" è uno dei lettori di uscita creati in Symmetry.

Doors can also be added for each of the physical door readers. If XPressEntry is set up to pull activities, it will move people in the system based on the reader they were scanned at and the zones attached to the door.

7.2.Lettori #

Nell'integrazione Amag di XPressEntry, non è necessario associare alcun lettore nel sistema con un palmare. Questa associazione può essere eseguita sul palmare quando arriva il momento di eseguire la scansione.

Un'unità palmare può rappresentare logicamente qualsiasi lettore nell'edificio. Quando il palmare viene rilasciato a un dipendente in una determinata porta, il dipendente deve prima impostare la porta sul palmare. Il lettore XPressEntry rappresentato dal palmare si basa sul fatto che il palmare sia in modalità di immissione o di uscita.

Ad esempio, supponiamo di avere un palmare A stazionato nella porta A. La porta A ha due lettori associati: lettore A-Entry e Reader A-Exit. Il dipendente che tiene in mano il palmare imposta la porta del palmare al lettore A. Quando il dipendente vede un titolare di carta che cammina verso l'edificio, imposta il palmare in modalità Entrata e scansiona il badge del titolare della carta. Il palmare in modalità di immissione si identifica come lettore A-Entry e invia un'attività al server.

Successivamente, c'è un grosso volume che esce dalla porta B. La porta B ha due lettori associati: lettore B-Entry e Reader B-Exit. Il dipendente della porta A è chiamato ad aiutare e porta il palmare A. Imposta la porta del suo palmare sulla porta B e la modalità su Esci. Quando inizia a scansionare le persone che escono dalla porta, il palmare si identifica come Lettore B-Esci e invia ogni scansione come attività al server.

For more information about the functionality of XPressEntry, please look at the XPressEntry manual.

7.3.Attività #

XPressEntry will synchronize activities to Symmetry if that option has been set by Data Manager. If XPressEntry is configured to “push” activities, they will appear in the Activity View (Home>Monitoring>Activity). If XPressEntry is configured to “pull” activities, the occupancy of the system will change each time a person scans at a reader that is mapped to a door in XPressEntry.

You may want to pull activities if…

  1. You want to use XPressEntry to manage Emergency Evacuations.
    1. XPressEntry uses Symmetry activities to determine who is on and who is off campus.
    2. In the case of a mustering event, XPressEntry will have an up to date list of who is on site on this day.
    3. Using this list, XPressEntry can be utilized to “muster” or mark people as safe to create a list of people who are still on site.
  2. You want to use XPressEntry’s features to determine who is on site, and what areas people are in.
Suggerisci Modifica