Import_Export_Tool_UserManual_en

Access Control SiPass integrated Import / Export ToolUser’s ManualLiefermöglichkeiten und technische Änderungen vorbehalten.Data and design subject to change without notice. / Supply subject to availability.Sous réserve de modifications techniques et de la disponibilité.© 2005 Copyright bySiemens Building Technologies AGWir behalten uns alle Rechte an diesem Dokument und an dem in ihm dargestellten Gegenstand vor. Der Empfänger anerkennt diese Rechte und wird dieses Dokument nicht ohne unsere vorgängige schriftliche Ermächtigung ganz oder teilweise Dritten zugänglich machen oder außerhalb des Zweckes verwenden, zu dem es ihm übergeben worden ist.We reserve all rights in this document and in the subject thereof. By acceptance of the document the recipient acknowledges these rights and undertakes not to publish the document nor the subject thereof in full or in part, nor to make them available to any third party without our prior express written authorization, nor to use it for any purpose other than for which it was delivered to him.Nous nous réservons tous les droits sur ce document, ainsi que sur l'objet y figurant. La partie recevant ce document reconnaît ces droits et elle s'engage à ne pas le rendre accessible à des tiers, même partiellement, sans notre autorisation écrite préalable et à ne pas l'employer à des fins autres que celles pour lesquelles il lui a été remis.Contents1Introduction (5)1.1Installation Summary (5)1.2Overview (5)1.3Prerequisites (6)2Using the Import Export Tool (7)2.1.1Creating a sample file (10)2.2Exporting Data (10)2.3Importing Data (11)2.4Database Fields (12)3Keyword index (15)Introduction51 IntroductionThe Import/Export tool assists in the exporting of cardholder data from and to a Si-Pass database. This tool uses external text or Microsoft Excel files to facilitate large changes in the cardholder database without requiring the operator to make changes with the standard cardholder graphical interface.1.1 Installation SummaryThe Import/Export tool is installed automatically with SiPass. For assistance with installing SiPass please consult the SiPass Installation Guide.1.2 OverviewThe Import Export tool can do the following functions:z Export Cardholder information into a tab-delimited ANSI standard text filez Select which fields to Exportz CerPass compatibility modez Handle up to six user defined fields in CerPass compatibility modez Define custom Column Header namesz Import from Microsoft Excel files, and tab-delimited or length-delimited ANSI standard text filesz Update cardholders by only importing selected fieldsz Enforce operator privileges defined by SiPassIntroduction61.3 PrerequisitesBefore using the Import Export tool the operator needs to have the following privi-leges:Function SiPass System Function AccessExport [v] CardholderWorkgroups – Operator must be assigned accessto all workgroupsImport [c] Cardholder[e] PIN Assignment[v] WorkgroupPoint Group – Operator must be assigned accessto all point groupsWorkgroup – Operator must be assigned accessto all workgroupsUsing the Import Export Tool 2 Using the Import Export ToolThis chapter will outline how to operate the Import/Export tool, and it will describethe main components of the application.Please refer to the following checklist before commencing in order to ensure yourdata is ready for importing and exporting:z Check Operator privilegesz Backup your database before importing if you have meaningful dataz Ensure that the data to be imported is in the right formatÎLogging in to the Import/Export tool:1. Select Programs > SiPass > Import Export Tool from the Windows Startmenu.2. The SiPass logon dialogue will appear.Fig. 1 SiPass Logon Dialogue3. Enter your user name and password and select OK. The Import/Export tool mainscreen will appear.7Using the Import Export Tool8Fig. 2 Import/Export main screen4. Select the Settings button; the settings window will be displayed.Fig. 3 Import/Export Settings5. Depending on the mode selected, different options will become available:– Cerpass Mode:This option changes the column headers according to fields available in Cer-Pass. When this mode is enabled, column headers are fixed and cannot be edited. Headers of fields that did not exist in CerPass can now be Imported and exported. The CerPass mode also offers the mapping of CerPass User-Defined Fields to SiPass fields of type “String”.– Full Mode:Using the Import Export Tool9The Full mode has the entire set of fields for use within SiPass and column header names can be changed.Î Changing column headersz The Column Header names can be changed and reset to defaults as required.STOP:Column Headers can only be changed in Full Mode. In CerPass compatibility Mode Column Headers of type String can be set to one of six User Defined values.1. Select the Field Column Header that you wish to change. The cursor should change to a text input.2. Delete the existing name and type in the new one.3. If you need to change the column headers back to their original names, select the Set Default Headers button.Using the Import Export Tool102.1.1 Creating a sample fileThe Sample File is a blank text file with only the Column Headings written to it. Its purpose is the basis for a manually written Import file.Î To create a sample file:1. Select the Create Sample File button and choose a location and filename.2. The sample file will be created and at the chosen location.3. You can now open and edit the file.2.2 Exporting DataThe Export Tool allows you to export data from SiPass to an external text file. It can also be used to populate a SiPass database.Î To export cardholder data from SiPass1. Select the Export button from the top of the main screen. The Export dialogue will appear.Fig. 4 Export dialogue2. Check the settings under the Column Header to ensure that they are the ones you would like to export.3. Select the Browse button and specify a location and a filename for the Export file.4. Once you have confirmed this, select OK and the exporting will begin.Using the Import Export Tool112.3 Importing DataThe Import tool allows you to import data from an external text file into the SiPassdatabase.Î To import data from SiPass:1. Choose Import from the main screen dialogue. The Import Personal Data dialog will appear.Fig. 5 Import Personal Data dialogue.6. Choose Browse to select a data file to import into the SiPass database.7. Select w/o Confirmation if you want the import process to proceed without user confirmation. The operator will not be prompted if there is a record mismatch; for example, the tool will automatically update the existing database record without asking for the operator’s confirmation. It will only prompt the operator for confir-mation in special cases. For example, if a cardholder that is about to be imported references an access group that doesn’t exist in the current SiPass database, the confirmation dialog will appear.8. Alternatively, select with Confirmation if you want to check each record before importing it from the file.9. Choose OK . The export process will begin. The individual records will be dis-played in a dialog as they are exported.10. You will be notified by a dialog when the Import process is complete 11. Choose OK. The backup will be performed or scheduled.STOPTo update an existing record, the field “Reference” needs to be imported to identify the record.Using the Import Export Tool122.4 Database FieldsThe Import/Export tool has the following fields available in Full ModeDatabase Field NameTypeLengthAccessGroup String 40 AccessGroupID Integer 4 Accessibility Boolean 2 Address String 60 BackCropBottom Integer 4 BackCropLeft Integer 4 BackCropRight Integer 4 BackCropTop Integer 4 CarColour1 String 15 CarColour2 String 15 CarModel1 String 20 CarModel2 String 20 CarRego1 String 32 CarRego2 String 32 CardNumber String 20 CardStatus Integer 2 CardTemplate String 20 CardTrace Boolean 2 CardholderId Integer 4 DateofBirth String 10 EmailAddress String 80 EmployeeId String 16 EmployeeNumber String 16 EndDate Date 8 EndDateTime Date 20 FirstName String 30 FrontCroptBottom Integer 4 FrontCropLeft Integer 4 FrontCroptRight Integer 4 FrontCropTop Integer 4 GeneralData String 1201 Guard Boolean 2 ImageName String 260Using the Import Export Tool13Database Field Name Type LengthImageUpdateDate Date 14Isolate Boolean 2 LastName String 30 LastUpdated Integer 2 LastUpdatedTime Date 14 MobileNumber String 16 MobileSP Integer 4 OrigCardNumber String 20 PagerNumber String 16 PagerSP Integer 4 PayrollNumber String 16 PhoneNumber String 16 PinErrorDisabled Boolean 2 PinNumber String 8 PrintDate Date 14 PrintNumber Integer 2 ProfileId Integer 4 Reference Integer 4 Revision Integer 2 Revision2nd Integer 2 SmartCardID String 61 StartDate Date 8 StartDateTime Date 20 TagId Integer 2 TimedReEntryExclusion Boolean 2Title String 30 Use2ndCardNumber Boolean 2UseEmail Integer 2 VCardStatus Integer 4 VEmployeeId Integer 4 VFirstName String 30 VIssueTime String 20 VLastName String 30 VReturnTime String 20 Visitor Boolean 2 Void Boolean 2 WorkGroup String 40Using the Import Export Tool14 Database Field Name Type Lengthcompany String40 email String40 license String40 profile String40 reason String40 restricted String12ndCardNumber String202ndPinNumber String8Keyword index153 Keyword indexCCardholder Data, 10 Cerpass Mode, 8 Checklist, 7Column Headers, 9 Confirmation, 11DData Export, 10 Data Import, 11 Database Export, 10 Import, 11Database Fields, 12FFull Mode, 8IInstallation Summary, 5 Introduction, 5LLogin, 7OOperation, 7 Overview, 5PPre-requisites, 6SSample File, 10 Startup, 7 Summary, 5Issued bySiemens Building TechnologiesFire & Security Products GmbH & Co. oHG D-76181 Karlsruhe/fsp© 2005 Copyright bySiemens Building Technologies AG Data and design subject to change without notice.Supply subject to availability.Printed in the Federal Republic of Germanyon environment-friendly chlorine-free paper.。