Insight User Manual V5

User Manual: Insight V5 User Manual

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Management Software for
Concept 4000 Security / Access Systems
USER MANUAL
For Version 5 Software
IMPORTANT NOTE: The version of Insight software available for download
from the Website may be newer than the version on your installation CD.
Prior to installation, check to ensure that you are installing the latest version.
http://www.innerrange.com Follow the links to the Support area (login required)
This Insight User Manual is provided as a pdf file on the product CD and from
the Inner Range website. See Tip on page 10.
Comprehensive on-line help is provided in the Insight software.
See page 4 for more details.
Insight
User Manual: Revision 5
P/No: 630053
For Insight software version 5
Supporting Concept 4000 Panel firmware up to
V7.6x
November, 2009
© Copyright 2006-2010
Inner Range Pty. Ltd.
Disclaimer:
1. The manufacturer and/or its agents take no responsibility for any
damage, financial loss or injury caused to any equipment, property or
persons resulting from the correct or incorrect use of the Inner Range
system and its peripherals. The purchaser assumes all responsibility in
the use of the Inner Range system and its peripherals.
2. Whilst every effort has been made to ensure the accuracy of this
manual, Inner Range Pty Ltd assumes no responsibility or liability for
any errors or omissions. Due to ongoing development the contents of
this manual are subject to change without notice.
INNER RANGE recommends that
all CONCEPT systems
be installed & maintained by
FACTORY CERTIFIED TECHNICIANS.
For a list of Accredited Dealers in your
area refer to the Inner Range Website.
http://www.innerrange.com
3
Contents
For Version 5 Software
............................................................................................... 1
Contents..................................................................................................................................... 2
Contents..................................................................................................................................... 3
INSIGHT HELP.......................................................................................................................... 7
Introducing Insight ......................................................................................................................... 8
Introducing Insight ......................................................................................................................... 9
Product Highlights.................................................................................................................... 11
Registering Insight Professional .............................................................................................. 12
Insight Professional (Demo Edition) ........................................................................................ 12
Launch Pad ................................................................................................................................. 14
Starting Launch Pad ................................................................................................................ 14
Launching a Module ................................................................................................................ 15
Logging In ................................................................................................................................ 15
Changing Launch Pad Preferences......................................................................................... 15
Changing Client Settings ......................................................................................................... 16
The Insight Toolbar ..................................................................................................................... 18
Working With Sites .................................................................................................................. 19
Working With Panels................................................................................................................... 22
Enrolling Panels....................................................................................................................... 22
Creating Panels From Templates............................................................................................ 26
Duplicating Panels................................................................................................................... 27
Moving Panels ......................................................................................................................... 27
Panel Connections................................................................................................................... 28
Permanent Connections .......................................................................................................... 29
Panel Initiated Connections.....................................................................................................30
Scheduled Connections (Insight 3.2 or later) .......................................................................... 30
Understanding Connection Status........................................................................................... 31
Manual Connections................................................................................................................ 32
Modem Blocking ...................................................................................................................... 33
Panel Properties ...................................................................................................................... 33
Remote Control Field Hardware .............................................................................................. 35
Insight Edit................................................................................................................................... 36
Using the Browser ................................................................................................................... 37
Understanding Item Status ...................................................................................................... 38
Using Filters............................................................................................................................. 39
Editing Items ............................................................................................................................ 40
Online and Offline Edit............................................................................................................. 41
PIN Discovered........................................................................................................................ 42
Scheduled User Expiry ............................................................................................................ 42
Write-Locking Panels............................................................................................................... 42
Detecting LCD Terminal (Keypad) or “2nd Insight” Edits.......................................................... 43
Comparing Insight With A Panel.............................................................................................. 43
Long Names, Notes, Name Lock Slider, Item Picker, Quick Navigation................................. 44
Searching Panels..................................................................................................................... 45
Cross-Referencing Items.........................................................................................................47
Using The Copy Wizard...........................................................................................................47
Card Pool Integration............................................................................................................... 50
Card Acquisition....................................................................................................................... 51
Insight Edit Reports ................................................................................................................. 52
Employees ............................................................................................................................... 54
Custom Fields.......................................................................................................................... 55
Importing Extended User Information...................................................................................... 55
User Photographs.................................................................................................................... 61
Panel Memory Configurations ................................................................................................. 62
Virtuality....................................................................................................................................... 65
Virtual Users Explained ........................................................................................................... 66
Virtual Links Explained ............................................................................................................ 68
Virtuality In Practice................................................................................................................. 69
Icon .......................................................................................................................................... 69
Creating Virtual Panels............................................................................................................ 70
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Example................................................................................................................................... 70
Example................................................................................................................................... 71
Insight Card Pool......................................................................................................................... 75
About Card Pools..................................................................................................................... 76
Migrating To Card Pool............................................................................................................ 76
Working With Card Pools.........................................................................................................77
Using The Browser .................................................................................................................. 78
Managing Cards ...................................................................................................................... 79
Panel Scan for Unassigned Cards .......................................................................................... 82
Card Scan................................................................................................................................ 82
Troubleshooting cards with the Card Scan dialog................................................................... 84
Insight Review ............................................................................................................................. 86
Underlying Concepts ............................................................................................................... 87
Insight Audit Events................................................................................................................. 87
Review Windows ..................................................................................................................... 88
Review Preferences and Review Colouring. ........................................................................... 88
Filtering Review ....................................................................................................................... 90
Moving The Review Pointer..................................................................................................... 92
Basic Reports........................................................................................................................... 92
Custom Reports....................................................................................................................... 93
Time On Site Report................................................................................................................ 93
Alarms...................................................................................................................................... 96
Acknowledging Alarms ............................................................................................................96
Working With Alarm Responses.............................................................................................. 97
Working With Help Responses.............................................................................................. 102
Working With Operator Responses ....................................................................................... 103
Insight Advanced Reports ......................................................................................................... 104
Underlying Concepts .............................................................................................................106
Working With The Insight Toolbar ......................................................................................... 106
Generating Reports ............................................................................................................... 106
Built-in Reports ...................................................................................................................... 108
Custom Reports..................................................................................................................... 109
Working With Report Previews.............................................................................................. 110
Working With Templates........................................................................................................ 110
Using The Report Designer ................................................................................................... 112
Insight Archiver (SQL Edition)................................................................................................... 113
Insight Licence Manager ........................................................................................................... 117
Registering Insight Professional ............................................................................................ 117
Licensed Modules.................................................................................................................. 118
Panel Licensing ..................................................................................................................... 118
Workstation Licensing............................................................................................................ 118
About Fixed Workstation Licences ........................................................................................ 118
Remote (Terminal Services) Licensing.................................................................................. 119
Insight Operators....................................................................................................................... 120
Working With Operators ........................................................................................................ 121
Working With Operator Types ............................................................................................... 122
Working With Permissions..................................................................................................... 123
Working With Module Permissions........................................................................................ 124
Working With Workstations.................................................................................................... 125
Working With Tenants ........................................................................................................... 126
Insight Schematic ...................................................................................................................... 130
Working With Maps................................................................................................................ 131
Adding Labels ........................................................................................................................ 132
Adding Alarm Groups ............................................................................................................ 132
Working With Surveillance Items........................................................................................... 132
Adding Surveillance Items ..................................................................................................... 132
Working with Icons................................................................................................................. 134
Understanding Surveillance Item Status ............................................................................... 135
Adding Cameras.................................................................................................................... 136
Adding Camera Presets......................................................................................................... 136
Creating Drill-Downs.............................................................................................................. 137
Working In Surveillance Mode............................................................................................... 137
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Alarm Processing................................................................................................................... 137
Controlling Items Within Schematic....................................................................................... 138
Insight Server Tool .................................................................................................................... 140
Starting and Stopping Insight Server..................................................................................... 140
Viewing Client Connections................................................................................................... 141
Configuring Your Modem Pool............................................................................................... 141
Insight Photo ID......................................................................................................................... 142
Underlying Concepts .............................................................................................................143
Toolbars................................................................................................................................. 143
Working With Card Templates............................................................................................... 144
Designing Card Templates .................................................................................................... 145
Editing Card Templates ......................................................................................................... 147
Printing Cards ........................................................................................................................ 148
To output to a file ................................................................................................................... 150
Print Using Card Associations ............................................................................................... 150
Insight DVR Integration ............................................................................................................. 153
About Insight DVR Integration ............................................................................................... 154
DVR Plugins installer............................................................................................................. 154
Enrolling A New DVR.............................................................................................................154
Working With Video Windows................................................................................................ 155
Synchronising DVR Date/Time.............................................................................................. 156
Working With The DVR Control Bar ...................................................................................... 157
Controlling PTZ Cameras ...................................................................................................... 157
Working With The Video Timeline ......................................................................................... 158
Working With Layouts............................................................................................................159
Sending Commands To A DVR Or Camera.......................................................................... 160
Integration With Review.........................................................................................................160
Integration With Schematic.................................................................................................... 160
Touch Designer ......................................................................................................................... 161
Customisation of a Touch Screen Terminal .......................................................................... 162
Panel memory and layouts .................................................................................................... 162
Creating a new Layout...........................................................................................................162
Creating a new Screen .......................................................................................................... 163
Creating a new Button ...........................................................................................................165
Button placement................................................................................................................... 165
Button properties ................................................................................................................... 165
Menu Buttons......................................................................................................................... 166
Area Buttons .......................................................................................................................... 166
Timed Auxiliary Buttons.........................................................................................................166
AreaList Buttons .................................................................................................................... 166
Isolate Buttons ....................................................................................................................... 167
Review Buttons...................................................................................................................... 167
User Extra Area Buttons........................................................................................................ 167
Home Analogue Auxiliary Buttons ......................................................................................... 167
Switched Auxiliary Buttons .................................................................................................... 167
Adaptive User Rotation Module................................................................................................. 168
Requirements......................................................................................................................... 168
Configuring Active User Rotation .......................................................................................... 168
Dynamic User Import Module.................................................................................................... 172
Setting up the Dynamic User Import Module......................................................................... 172
Working with the Dynamic User Import Module .................................................................... 176
Hotel PMS INI File Format..................................................................................................... 177
Qualifications............................................................................................................................. 179
Requirements......................................................................................................................... 179
Preparing the Concept Panel................................................................................................. 180
Creating the Qualification ......................................................................................................180
Creating Doors....................................................................................................................... 181
Creating Door Lists ................................................................................................................ 182
Creating Users....................................................................................................................... 183
Insight Review........................................................................................................................ 185
Importing Extended User Information.................................................................................... 185
Appendix A: Communications Task Configuration.................................................................... 186
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Appendix B: Upgrading the Database to SQL Express 2005 ................................................... 188
Appendix C: Insight Express Feature Set ................................................................................. 189
Overview................................................................................................................................ 189
Appendix D: Panel Firmware Versions Support........................................................................ 190
Appendix E: Microsoft SQL Server Express limitations ............................................................ 191
7
INSIGHT HELP
Insight includes a comprehensive Help file, which provides up-to-date
descriptions and instructions for the majority of User operations.
It is recommended that Insight Help be utilized as your first source of
information when using Insight.
Where available, the Help button on the toolbar can be used to
quickly access context sensitive help for the item that you are editing.
Protect Your Insight Professional Software Investment
with an Inner Range
Software Maintenance Agreement
For a modest annual fee you will receive:
Unlimited telephone and e-mail Customer Support by our Insight Help Desk.
Free software upgrade releases of Insight Professional for the software
modules for which you are licensed.
Get the most from your Insight Professional Security Management Software!
Complete and return the Application form contained in your Insight Professional
pack or download the form from:
http://www.innerrange.com/downloads/MaintenanceAgreement.pdf
Did you know that Inner Range Provides customer training courses?
Details of our Insight Professional System Administration courses are listed on our
Training Website at http://training.innerrange.com/index.cfm
Enrol on-line or contact Inner Range on (03) 9753 3488 or via email to:
admin@innerrange.com
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Introducing Insight
Insight consists of fourteen modules. Each module is a separate program that helps you
manage an aspect of your Inner Range installation. The fourteen modules are (in the order you
will probably use them):
Icon Module Description
Launch Pad Launch Pad is a central springboard that lets you
quickly navigate to the other Insight modules.
Insight Edit Insight Edit lets you inspect and modify the
programming of your Inner Range system, including
virtual panels.
Insight Review Insight Review lets you examine live and archived
panel review, generate simple reports and manage
alarms.
Insight Schematic Insight Schematic allows operators to monitor the
status of an installation via graphical floor plans and
site maps.
Advanced Reports Advanced Reports lets you create complicated reports
including muster reports. Requires separate licence.
Card Pool Card Pool lets you manage direct entry and site code
card pools. Requires separate licence.
Tag-Board Tag-Board can help your monitor your site. It can tell
you who is in a particular area, or which area a
particular person is in.
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Insight Operators Insight Operators lets you manage access rights and
privileges of personnel who can logon to the Insight
front-end.
Insight Photo ID Insight Photo ID lets you design and print personnel ID
badges. Requires separate licence.
TouchScreen Layouts Design and maintain screens and programming for
your colour touchscreen terminals.
Licence Manager Licence Manager activates paid features (not required
for Insight Installer).
Insight Archiver (SQL) Insight Archiver provides a one-click backup solution
for your Insight security database.
Enrol Panel
Enrol Panel is used to initiate panel communications to
the Concept 4000 Hardware. Ensure the
communication options within the panel have been set
prior to running this module.
Paid Feature
Licence Manager, Insight Operators, Touch Designer, Enrol Panel and Insight Schematic are
part of Insight Professional. All other modules are separately licensed.
Warning
Insight is compatible with version 5 panel firmware. You can enrol version 4 panels, but they
must be upgraded to version 5 after enrolment before they can be managed in Insight. For
upgrade procedure see page Error! Bookmark not defined..
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Product Highlights
Connectivity
Insight is a true multi-panel, multi-workstation system.
Insight uses Octane™ compression for fast upload/download, even over slow links.
Supports direct serial, Ethernet and internal modem connections. Future releases will
add support for external modems.
Supports multiple paths with automatic switching to redundant paths on link failure.
An Insight INSTALLER connection to a Panel can now be established while a
permanent Insight Pro or Insight Express connection is already in place. This allows
remote Installer access when necessary without interfering with the on-site Insight
operations. Operators are alerted to changes made by the other Insight instance so
that appropriate actions can be taken to synchronize the databases. i.e. Mark the
changed records for upload. Note that the Panel must be V7.4 or later and have 128k
or 512k memory to support the two active Insight Comms Tasks, and both Insight
instances must be V5 or later.
Editing
Changes to module programming take effect immediately, without a LAN secure.
The LAN status of modules, zones and auxiliaries is displayed.
Selectively show or hide items based on:
o Name
o LAN status (secured, missing, unexpected, not installed)
o Programming status (blank, programmed, queued for upload/download)
You can have multiple forms open at the same time.
Single-click hyper-linking between forms (“[Help], [9] / [Help], [0]” functionality).
On-line data comparison between the front-end database and any panel.
Automatic detection of edits made at any Elite Terminal.
Insight V5 supports Concept 4000 Control Module (Panel) firmware up to V7.4.
User editing provides the following features:
Users can be exported. This allows an operator to make preset templates
easily and observe how the import file format should appear. (V4 or later)
Multiple Users can be selected for blanking records or exporting. (V4 or later)
When managing Inputs assigned to an Area, the operator can actively filter the input list
by “Currently equipped”, “System Input” or “Zone Input”, to simplify the Input selection
process.
Virtuality
Virtual users and virtual panels lets you share common users easily between multiple
panels.
Multiple Virtual Users can be selected for edit operations such as delete. (V4 or later)
Reports
Comprehensive reporting including muster reporting, time on site, activity reports and
system programming reports.
Fully flexible report designer enables creation of custom report layouts and content.
Management
Perform full or partial uploads and downloads.
Upload individual records.
Full support for offline editing.
Control
Remotely control areas, area lists, auxiliaries, auxiliary lists, doors, door lists, floors,
floor lists, home auxiliaries and zone inputs.
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DVR Integration
Control DVRs and cameras including live digital video feeds and remote camera
control.
Online Help
Comprehensive context sensitive help. Press F1 for help on any screen!
Helpful tips are shown when each module starts. These can be turned off if required.
Alarm Forwarding Service
An optional “IP – XMIT” Alarm Forwarding Service module is available. (V4 or later)
Functions as one path for panel XMIT alarm events to be sent to a central monitoring
station's Automation system.
Contact-ID and IR-Fast formats are supported.
Intended only for situations where Insight is installed in the monitoring station and
connected via an RS232 serial link to a co-located monitoring station Automation
System.
The IP-XMIT module requires a separate, special license, available for purchase on
consultation only.
Registering Insight Professional
Insight Professional must be registered within 30 days of installation. See page 117 for more
information.
Tip
A searchable colour version of this manual is available in electronic form. Click Start All
Programs Insight Insight User Guide (requires free Adobe® Reader software:
http://www.adobe.com).
Insight Professional (Demo Edition)
Insight Professional is available in a demonstration edition. This version is identical to Insight
Professional, with five exceptions:
Operator passwords are bypassed.
Only the first five items of each type are visible (doors, areas, users, maps etc.)
You are logged off every two hours.
A different USB security key is used.
Licence Manager is not available.
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Launch Pad
Launch Pad is the “command centre” of Insight. It’s a module that lets you quickly navigate to all
other modules. When you close Launch Pad, it moves to the system tray for easy access (next
to your clock in the Windows task bar).
Launch pad also lets you specify key Insight settings such as when Operators need to log on.
The launch buttons let you launch other modules with one button click.
The tip window provides information about each module. Point your mouse over a
launch button for a description of that module.
The wallpaper improves the aesthetics of Launch Pad. You can select from a library of
default wallpapers, or choose your own.
Starting Launch Pad
You can start launch pad in two different ways:
1. Click the start button and choose Programs Inner Range Insight Insight
Launch Pad
2. When you start your computer, Launch Pad appears automatically in the system tray
(next to your computer clock). Click the icon.
Tip
If Launch Pad is running, you can access it from the system tray. Click the Insight icon to open
it. (On Windows XP, you may need to click the button to display all icons.)
Ti
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Launch Buttons
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Launching a Module
You can start a module in one of four ways. Choose the one that is most
convenient for you.
1. Click the module icon with the mouse.
2. Right-click the launch pad icon in the system tray, and in the pop-up
menu that appears click the name of the module you want to
launch.
3. In any module, click the Launch menu, and then click the module you want.
4. Hold down the control key, and then click the number key that corresponds to that
module. (See the Launch menu for the number assignment of each module.)
You may need to log in to the module with an operator name and password.
Tip
You can run multiple different modules simultaneously - you don’t have to quit a module before
starting another module. If a module is already open, then attempting to launch another copy
switches to the open module instead.
Logging In
You have to log on as an operator before you can use any
module. When you start a module, you are prompted to enter
your operator name and password.
1. Enter admin as the operator name.
2. Enter admin as the password.
3. Click Log On.
Tip
Insight ships with two default operators: admin and installer. You can edit these operators and
create new operators with the Operators module (professional version only).
Changing Launch Pad Preferences
You can customise aspects of Launch Pad.
1. On the Edit menu, click Preferences.
2. Make your changes.
3. Click Save or Apply.
The settings are:
Play Sounds: clear this check box if you do not
want to hear a beep as the mouse moves over a
launch button.
Wallpaper: change the appearance of Launch Pad.
Choose from a library of built-in wallpapers, or
choose your own. You can also fade the wallpaper
to make it less obtrusive.
Tip
Settings are saved per operator. If you log on to launch pad, your previously saved settings are
restored. When launch pad starts, no operator is logged in. You can still change preferences,
which will be restored the next time launch pad is started.
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Changing Client Settings
You can change Insight settings for your workstation. These
settings apply universally to all modules on the workstation.
1. On the Tools menu, click Insight Client Settings
2. Make your changes.
3. Click Save or Apply.
The settings are:
Server
o Server Address (not available in Installer):
specifies which computer is running the
Insight Database Server. If Insight is
installed on a single computer, or if this computer is the server in a multi-
computer installation, then select “This Computer”. If this computer is not the
server in a multi-computer installation, click “another computer” and enter the
name or IP address of the server computer.
Logging
o Specifies diagnostic logging options. Do not modify these settings unless
instructed by an Inner Range technician.
Client
o Client Options: tick this option if you want Launch Pad to appear whenever an
Insight module is closed.
o Password Caching: specifies when Operators must enter their password. If
caching is enabled, then Operators do not need to enter their name and
password until they quit a module, at which point the cache is cleared. If
caching is disabled, then Operators must enter their password every time a
module is started.
Tip
Press F1 at any time to get content sensitive help.
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The Insight Toolbar
The Insight Toolbar is the management centre of Insight. The toolbar is where you create and
manage sites, enrol panels, control field devices and perform panel programming and
maintenance. The Insight Toolbar is available in all modules.
Use the Insight Toolbar to:
Enrol panels
Connect and disconnect panels
Create master sites and sub-sites
Copy or move panels between sites
Import, export and duplicate panels
Perform selective upload and download
Remotely control hardware and modules
The Site Tree displays all the sites and panels being managed by Insight.
The gripper lets you undock (float) the toolbar, move it around, or dock (anchor) it.
Use the tabs to select different modes of the Insight Toolbar (page 34).
Tabs
Master Site Panel
Site Tree
Sub-Sites
Gri
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Working With Sites
When using Insight, you organise your panels into
collections called sites. A site is a “container” for adding
panels, virtual panels and DVRs. When you create a
site, you specify a name and some contact details.
Tip
Sites don’t have to correspond to actual, physical sites.
You may wish to have a new site per customer, or you
may want to group your panels by geographic area, or
you may choose to store all of your panels in one site.
Tip
When Insight is installed, it creates a single site called
“Default Site”. If you want, you can delete this site or rename it to something else.
Previous Software
In PCDirect and WinDirect, sites are called clients. Sites are more powerful, because:
One site can hold more than one panel.
Sites can be contained within other sites, forming a ‘hierarchy’.
Master Sites and Sub-Sites
If a site is contained within another site, it is called a sub-site. Sites that are not contained by
other sites are called master sites.
Paid Feature
You cannot create sub-sites in Insight Installer.
To Create A New Master Site
1. Right click the blank white area below the bottom of the Sites Tree, and choose “New
Master Site…” in the menu that appears. (Tip: you may have to scroll to the bottom of
the Site Tree to find the blank area.)
2. Enter a unique name for the site.
3. Click OK.
To Create A New Sub-Site (licensed versions)
1. Right click an existing site and choose “New Sub-Site…” in the menu that appears.
2. Enter a unique name for the site.
3. Click OK.
Operator Permissions
To create a new master site, you must have the create permission for sites. To create a new
sub-site, you must have the create permission for sites and the change permission on the
parent site.
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To Edit Or Rename An Existing Site
1. Right click the site and choose “Properties…” in the menu that appears.
2. Edit the details of the site.
3. Click OK.
Operator Permissions
To edit or rename a site, you must have the change permission on that site.
To Move A Sub-Site (paid versions)
1. Click the site you want to move, and keep the mouse button down.
2. Drag the site into its new location.
3. Release the mouse button
Panels are moved with the site.
Operator Permissions
To move a sub-site, you must have delete permission on the site being moved and change
permission on both the old and new parent sites.
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Working With Panels
You cannot work with a panel until it has been created in Insight. There are three methods of
creating panels:
1. Enrolling: this is the normal method. The panel is physically connected, and is fully
uploaded into Insight.
2. Importing: with this method, the operator specifies a template file that is loaded into
Insight. The panel is connected later on for full or partial download from the template.
3. Copying: the programming of an existing panel can be duplicated, creating a new
panel. The programming of the new panel can then be fully or partially downloaded later
on.
Tip
Insight ships with a number of “empty panel” templates, including Standard, Enlarged, Access,
Access 2, Alarms, Apartments, Extra Door and Special. You can use these templates as a basis
for panel programming without enrolling an empty panel.
Note
Panel connections are always made through Insight Server. For direct serial connections, the
panel must be connected to the server computer. For dial-up connections, the PC modem must
be connected to the server computer.
Paid Feature
By default, you can only manage one panel with Insight Professional . If you want to manage
multiple panels with Insight Professional, you must purchase a multi-panel licence.
Enrolling Panels
Enrolling a panel makes the panel available in Insight, and
also uploads (reads) all of the existing programming and
users from the panel. To upload a panel:
The panel must be powered on.
Insight must be able to communicate with the panel
(via direct serial, dial-up or TCP/IP).
A comms task must be configured in the appropriate
format. For PCDirect, consult your programming
manual. For Insight, see page 186.
To enrol a panel:
1. In the Insight Toolbar, decide which site will contain
the panel. If necessary, create a new master site or
sub-site.
2. Right click on the site that will contain the panel,
and choose “Enrol Panel…” in the menu that appears.
3. The Enrol Panel window appears. Enter the correct information for the panel being
enrolled (see following pages).
4. Click the Enrol Now button. A new window appears, showing enrolment progress.
Note
Some of the settings on the enrolment screen must match the equivalent settings in Insight, or
enrolment will fail. For your convenience, these fields are marked with a small Control Module
icon ( ) in Insight. Double-check that these settings match the settings in the panel.
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Note
You can only enrol panels from the Insight Server computer. You cannot enrol panels from an
Insight Client computer.
Operator Permissions
To enrol a panel, you must have the create permission for panels and the change permission
on the containing site. The permissions for the new panel are copied from the defaults tab of
each Operator Type.
Previous Software
Uploading a panel in WinDirect and PCDirect was a very time consuming task. Insight uses
Octane™ compression to upload the panel many times faster. Depending on panel contents
and transfer conditions, Insight can upload up to 600% faster than PCDirect / WinDirect.
If you are enrolling a version 5 or later panel:
Name: Enter a name for the panel.
Panel ID: Enter the 8 digit panel identification number. This number
must match the panel ID specified in the Insight comms
task.
Serial Number: Enter the panel serial number (press [Menu], [2] on any
terminal). You must enter the number exactly as it appears,
including leading zeros.
IP Door Controller: Tick this box if you are enrolling an IP Door Controller.
Add To Site: Shows the site that will contain the newly enrolled panel.
Encryption Key: Enter the encryption key for this panel (exactly 32 digits).
This number must match the Insight A & Insight B fields
specified in the Insight comms task. Leaving this field blank
is equivalent to selecting all zeros.
Connection: Specify the connection method you will use to enrol the
panel.
EthernetPanel Ethernet UART: select this option
if you wish to use your computer’s TCP/IP network
and/or the Internet, and the panel is fitted with a
TCP/IP Ethernet UART board.
Serial PortPanel UART: select this option if you
are using a direct serial connection between Insight
Server and the panel.
PC ModemPanel External Modem: choose this
option if you wish to use a modem on the Insight
Server computer to dial an external modem on the
panel.
PC ModemPanel Internal Modem: choose this
option if you wish to use a modem on the Insight
Server computer to dial the internal modem on the
panel.
Settings: Specify any additional connection parameters here.
Settings such as baud rate and IP address must match
those of the panel.
Panel Server: Do not change this setting from ‘LOCAL’.
Protocol: Set this to Insight. Make sure comms task 1 is configured
as Insight (page 186).
24
Installer PIN: This field is disabled when you select the Insight protocol.
If you are enrolling a version 4 panel:
Name: Enter a name for the panel.
Panel ID: Enter a unique, non-zero number in this field. The first two
digits should be 00. Later on, when the panel is upgraded to
version 5, you must configure the Insight comms task with
this value.
Serial Number: Enter the panel serial number (press [Menu], [2] on any
terminal). You must enter the number exactly as it appears,
including leading zeros.
IP Door Controller: Leave this field un-ticked.
Add To Site: Shows the site that will contain the newly enrolled panel.
Encryption Key: Enter the encryption key for this panel (exactly 32 digits).
Later on, when the panel is upgraded to version 5, you
must configure the Insight comms task with this value.
Leaving this field blank is equivalent to selecting all zeros.
Connection: Specify the connection method you will use to enrol the
panel.
EthernetPanel Ethernet UART: you cannot select
this option when enrolling a version 4 panel.
Serial PortPanel UART: select this option if you
are using a direct serial connection between Insight
Server and the panel, or if you are using a serial to
TCP/IP protocol converter.
PC ModemPanel External Modem: choose this
option if you wish to use a modem on the Insight
Server computer to dial an external modem on the
panel.
PC ModemPanel Internal Modem: choose this
option if you wish to use a modem on the Insight
Server computer to dial an internal modem on the
panel.
Settings: Specify any additional connection parameters here.
Settings such as baud rate must match those of the panel.
Panel Server: Do not change this setting from ‘LOCAL’.
Protocol: Set this to PCDirect. Make sure there is a PCDirect comms
task configured in the panel.
Installer PIN: The PIN number of User 1 in the panel.
Warning
Although you can enrol version 4 panels, you cannot manage them with Insight until they are
upgraded to version 5. See page Error! Bookmark not defined..
25
Troubleshooting
If you receive a message to say that the upload failed, review the following checklists.
If you are using the Insight protocol to enrol the panel:
If you upgraded the panel from version 4:
o Was your firmware upgrade successful? (Press [Menu], [2] on any Elite
Terminal, and confirm that the version is 5.xx)
o Did you remember to default the panel?
The Insight comms task must be Comms Task 1.
Check the configuration of your Insight comms task matches with the Insight software:
o Panel ID (which must be unique and non-zero)
o Connection method and parameters (including baud rate etc.)
Check you have entered the panel serial number correctly (including leading zeros)
If you’re enrolling an IP Door Controller, make sure you ticked the IP Door Controller
option. If you’re enrolling a regular Control Module, leave the option cleared.
If you are using Serial Port Panel UART, make sure you have specified the correct
serial port on your PC, and that no other programs are using this port.
If you are using Serial Port Panel UART, and you are using a USB serial port, try
using a legacy (physical) serial port, if possible.
Make sure you have given Insight the correct protocol information. In particular, check
that:
o The protocol is set to ‘Insight’.
Make sure the other Insight options are correct (page 186).
Try stopping and starting the Insight comms task.
Try restarting your computer.
If you are using the PCDirect protocol to enrol the panel:
Make sure your panel ID is unique. Even though PCDirect doesn’t use it, Insight still
checks this number because it will be used later on.
Make sure you have given Insight the correct protocol information. In particular, check
that:
o The protocol is set to ‘PCDirect’.
o You have entered the correct installer PIN.
Check the configuration of your PCDirect comms task matches with the Insight
software:
o Connection method and parameters (including baud rate etc.)
If you are using Serial Port Panel UART, make sure you have specified the correct
serial port on your PC, and that no other programs are using this port.
If you are using Serial Port Panel UART, and you are using a USB serial port, try
using a legacy (physical) serial port, if possible.
Try stopping and starting the PCDirect comms task.
Try restarting your computer.
26
Creating Panels From Templates
You can create a panel from a template. Templates can be
blank panel configurations from Inner Range, or any panel
that you’ve exported previously. Once you’ve created the new
panel you can download it into a physical panel at a later date.
To create a panel from a template:
1. In the Insight Toolbar, decide which site will contain
the panel. If necessary, create a new master site or
sub-site.
2. Right click on the site that will contain the panel, and
choose “New Panel From Template…” in the menu
that appears.
3. The Create New Panel window appears. Enter the correct information for the panel
being created.
4. Click OK.
A progress window appears while the panel is being imported.
Note
The new panel will be created with the name, ID and serial number you specify. After creating
the panel, you must manually set up protocol parameters and connection paths. In the Insight
Toolbar, right click the new panel and select “Properties…” from the menu that appears, then
click the Protocol and Ports tabs.
Tip
Insight ships with a number of “empty panel” templates, including Standard, Enlarged, Access,
Access 2, Alarms, Apartments, Extra Door and Special. You can use these templates as a basis
for panel programming without enrolling an empty panel.
Operator Permissions
To import a panel, you must have the create permission for panels and the change permission
on the containing site. The permissions for the new panel are copied from the defaults tab of
each Operator Type.
Field Descriptions:
File Name: Click the ... button and navigate to the template file you
wish to import.
IP Door Controller: Tick this option if you will be connecting to an IP Door
Controller instead of a regular Control Module.
Panel Name: Enter a name for the new panel.
Panel ID: Enter the panel identification number. This number must
match the panel ID specified in the Insight comms task. If
you do not know the panel ID (for example, the panel has
not yet been delivered), enter any unique number here, and
change it later on.
Serial Number: Enter the panel serial number (press [MENU], [2] on any
terminal). You must enter the number exactly as it appears,
including leading zeros. If you do not know the panel serial
number, enter any number here, then change it later on.
27
Duplicating Panels
You can duplicate a panel that you have already enrolled, and
then download the duplicate panel into a physical panel at a
later date.
To duplicate a panel:
1. In the Insight Toolbar, decide which site will contain
the duplicate panel. If necessary, create a new master
site or sub-site.
2. Hold down the Control key on the keyboard.
3. Click on the panel you want to duplicate, but do not release the mouse button.
4. Drag the panel onto the site that will contain the duplicate. A plus sign appears.
5. Release the mouse button. (You can release the Control key as well.)
6. The Copy Panel window appears. Enter the correct information for the panel being
created.
7. Click OK.
The new panel is created.
Note
The new panel will be created with the name, ID and serial number you specify. After creating
the panel, you must manually set up protocol parameters and connection paths. In the Insight
Toolbar, right click the new panel and select “Properties…” from the menu that appears, then
click the Protocol and Ports tabs.
Operator Permissions
To duplicate a panel, you must have the create permission for panels, the inspect permission
on the panel being copied, and the change permission on the site that will contain the copy.
Field Descriptions:
Panel Name: Enter a name for the duplicate panel.
Panel ID: Enter the panel identification number. This number must
match the panel ID specified in the Insight comms task. If
you do not know the panel ID (for example, the panel has not
yet been delivered), enter any unique number here, and
change it later on.
Serial Number: Enter the panel serial number (press [Menu], [2] on any
terminal). You must enter the number exactly as it appears,
including leading zeros. If you do not know the panel serial
number, enter any number here, then change it later on.
Moving Panels
You can move a panel from one site to another site.
To move a panel:
1. In the Insight Toolbar, decide which site you want to move the panel to. If necessary,
create a new site.
2. Click on the panel you want to move, but do not release the mouse button.
3. Drag the panel onto the site you want to move it into. A special icon appears.
4. Release the mouse button. The panel is moved.
28
Panel Connections
For communications to occur between a panel and Insight, it must be connected. Connections
occur over a configured connection path. Insight supports a number of different connection
paths. The following table is ranked in order of reliability and lowest line cost, best option first.
Path Panel Hardware Insight Hardware Suitable For
Ethernet Panel Ethernet UART TCP/IP Permanent connections
Serial Panel UART Serial port Permanent connections
Serial1 Panel UARTconverterEthernet TCP/IP Permanent connections
Dial-up External modem Modem Non-permanent
Dial-up Internal modem Modem Non-permanent
GSM Panel UARTFE3000 TCP/IP Non-permanent
1 This option employs a Serial to TCP/IP protocol converter and should only be used if a V4
panel must be connected to Insight via Ethernet. i.e. Part of the link is Ethernet, however the
end-to-end protocol is serial.
When a panel is not connected, you can do the following:
Make offline edits to panel programming with Insight Edit, which will be downloaded to
the panel later.
Manage card pools with Insight Card Pool (requires separate licence).
View archived review data with Insight Review or Insight Advanced Reports (requires
separate licence).
Generate reports on archived data with Insight Review (professional edition)
Backup your entire Insight database with Insight Archiver SQL (professional edition) or
Insight Archiver (Installer edition)
Create and manage operators with Insight Operators (professional edition)
When a panel is connected, you can perform the following additional actions:
Transmit changes to panel programming (including user cards and PINs)
Control field equipment (such as doors, zone inputs and auxiliaries)
View live security logs (review) from the panel
Receive alarms (professional edition)
Monitor field equipment status with Insight Schematic (professional edition)
Update panel info in Insight.
Update LAN status in Insight.
Set the panel time.
Tip
A summary of panel connections is shown in the status bar at the bottom right of most Insight
modules. If no panels are connected, a blinking red square is shown. Yellow
means some panels are connected, and green means all panels are connected. Click the red
square to stop it flashing.
To configure an Ethernet connection:
1. In the panel, configure CT001 as Insight (page 186). Ensure Ethernet options are
configured including Insight IP, Panel IP, Router IP and Subnet Mask. Ensure Ethernet
options are set to ACE.
2. In Insight, right click the panel in the Insight Toolbar and choose “Properties” in the
menu that appears.
3. Click Ports.
4. On the Ports tab, tick the TCP/IP option.
5. Click OK.
29
Note
This information applies to a panel with an Ethernet UART. If you are using a protocol converter,
configure a serial connection, then consult the documentation that came with your converter.
To configure a serial connection:
1. In the panel, configure CT001 as Insight (page 186). Ensure serial options are
configured including panel UART port and baud rate. Ensure serial options are set to
ACE.
2. In Insight, right click the panel in the Insight Toolbar and choose “Properties” in the
menu that appears.
3. Click Ports.
4. On the Ports tab, tick the Direct Serial option.
5. On the Serial tab, set the PC serial port and baud rate. The baud rate must match the
baud rate you programmed in step 1.
6. Click OK.
To configure a dial-up connection:
1. In the panel, configure CT001 as Insight (page 186). Ensure serial options are
configured including panel UART port and baud rate. Ensure internal modem options
are set to ACE.
2. In the panel, configure CT002 as I-modem (page 187).
3. In Insight, right click the panel in the Insight Toolbar and choose “Properties” in the
menu that appears.
4. Click Ports.
5. On the Ports tab, tick the Internal Modem option.
6. On the Internal Modem tab, set the dial-up number.
7. If you are using fax bypass, tick the fax bypass option.
8. Click OK.
Tip
In timed fax bypass mode, Insight calls the panel, hangs up after 2 rings, then re-dials the panel
60 seconds later. You must activate the timed fax bypass mode in the panel – see the callout
box on page 187.
Permanent Connections
If your panel is wired for Ethernet or direct serial connections, then you will generally want to
leave it permanently connected. Insight can be configured to always keep a connection open on
one of these paths – this is known as a permanent panel connection. On the other hand, for
dial-up connections, you generally want to choose when the panel is connected manually. This
is called a non-permanent connection.
To set up a panel to be permanently connected:
1. In the Insight comms task for the panel, ensure that Ethernet and/or direct serial paths
are configured and enabled.
2. In Insight, ensure that Ethernet and/or direct serial paths are configured and enabled
(pp. 28-29).
3. Right click the panel in the Insight Toolbar, and choose “Properties” in the menu that
appears.
4. Click Protocol.
5. Select the Connection tab.
6. Select the Permanent Connection radio button.
7. Click OK. Insight will attempt to keep the panel connected via Ethernet or direct serial.
(Insight will not attempt to dial the panel if these paths are unavailable.)
30
To set up a panel so that connections are managed manually by operators:
1. Right click the panel in the Insight Toolbar, and choose “Properties” in the menu that
appears.
2. Click Protocol.
3. Select the Connection tab.
4. Select the Non-Permanent Connection radio button.
5. Click OK.
Panel Initiated Connections
You can configure your panel to automatically connect to Insight Server via dial-up if an alarm
occurs. The panel will connect in these circumstances:
1. An XMIT event occurs.
2. There is an IMODEM comms task configured in the panel with outgoing connections
enabled (page 187).
3. There is at least one Insight modem configured to receive incoming calls (page 33).
Scheduled Connections (Insight 3.2 or later)
You can configure Insight to automatically connect to a
panel on a periodic basis. The panel must be
configured for manual connections (see top of page)
and a dial-up connection must be configured (page 29).
The connection will be maintained until a condition you
specify is satisfied, such as all review being received.
Scheduled connections are configured independently
for each panel.
To schedule automatic connection:
1. In the Insight toolbar, right-click the panel you
want to configure and choose “Schedule
Connection” in the menu that appears.
2. Tick the Schedule Panel Synchronisation check box.
3. Specify how often to connect, and on which days and at what time to establish the
connection.
4. Specify the connection duration. The options are:
Maximum Minutes. The connection will be maintained for the number of minutes you
specify.
Until Synchronised. Insight only connects to the panel if records are marked for
upload/download. Upon connection, Insight maintains communication with the panel
until the panel and Insight are synchronised.
Until No Review Received. The connection will be maintained until all review has been
downloaded from the panel.
Tip
If you want the connection to be maintained until you manually disconnect, set the Connection
Duration to “Maximum Minutes” then enter 0 in the minutes field.
Note
If Insight can’t establish a connection with the panel, it will retry periodically for the next twelve
hours.
31
Note
The ‘Until Synchronised’ connection duration should only be chosen if Insight is the sole means
panel programming is changed and if there is no requirement to retrieve new review data.
Operator Permissions
To configure connection scheduling, you must have the control permission for the panel.
Understanding Connection Status
The status of the panel is displayed graphically in the Insight Toolbar. Refer to the following
table:
Icon Path Status Description
TCP/IP
Serial
Ext. modem
Int. modem
Disconnected The panel is not connected. Programming changes
will be queued. Status information and live review
is not available. Hardware cannot be controlled.
TCP/IP
Serial
Ext. modem
Int. modem
Connected
The panel is connected. Live and queued
programming changes will be transmitted (provided
the panel isn’t locked – see page 42). Review and
status information is available. Hardware can be
controlled.
TCP/IP
Serial
Ext. modem
Int. modem
Connection error The connection could not be established, or has
been lost. See ‘troubleshooting’ on page 25.
Tip
Connections can take up to twenty seconds to establish. While Insight is negotiating the
connection, the panel icon changes to .
Note
When a panel becomes connected, the following operations are performed automatically:
refresh LAN status (page 38), check for terminal edits (page 43), check memory configuration
(page 62), download review (page 87).
Tip
You can get more information about the current connection status of a panel. Right click the
panel and choose “properties” in the menu that appears, then click the “status” icon.
Tip
To get a quick overview of the status of all panels in an installation, click the status tab of the
Insight Toolbar. It lists all panels in a flat hierarchy, with all sub-sites removed from the tree.
32
Manual Connections
You can manually connect a panel in Insight. Use this option to connect to a dial-up panel, or if
you have configured a panel to be non-permanently connected.
To connect a panel:
1. Right-click the panel in the Insight Toolbar, and choose “Auto
Connect” in the menu that appears.
Insight establishes a connection with the panel. The connection icon
turns green with a tick upon success, or red with a cross if the
connection could not be established.
Note
The connection will remain active, even if you close all Insight modules. The connection will only
be broken if you choose to disconnect, or if the Insight Server is stopped.
Tip
If the panel is configured with multiple connection types (for example, direct serial and dial-up),
Insight tries the ‘best’ path first. Insight always tries to connect in this order: TCP/IP, direct
serial, dial-up to external panel modem, dial-up to internal panel modem, GSM. Only configured
paths are tried – see page 34.
Tip
If you don’t want to use “auto connect” you can manually specify a connection method. After
right-clicking the panel, choose “connect” in the menu that appears, then specify the connection
method to try. You can only select paths that have been configured for that panel.
Operator Permissions
To connect to a panel, you must have the control permission for the panel.
To disconnect a panel:
1. Right-click the panel in the Insight Toolbar, and choose “Disconnect”.
Note
If you disconnect a panel and it is configured for permanent connection, Insight will immediately
attempt to reconnect with the panel. You should configure the panel with a non-permanent
connection first. See page 30.
Operator Permissions
To disconnect a panel, you must have the control permission for the panel.
33
Modem Blocking
If you have multiple modems, you can choose which
modems can be used by Insight.
To prevent Insight from using a modem:
1. On the Insight Server computer, right click the
Insight Server tool in the system tray, and choose
“SettingsModems…” in the menu that appears.
(On Windows XP, you may need to click the
button to display all icons.)
2. Select the modem you want to block.
3. Click the Disable button. Insight will not make or
receive calls using that modem.
To allow Insight to use a modem for outgoing calls only:
1. On the Insight Server computer, right click the Insight Server tool in the system tray,
and choose “SettingsModems…” in the menu that appears.
2. Select the modem you want to make available for outgoing calls.
3. Click the Enable button. Insight will use the modem for outgoing calls. Insight will not
receive calls using the modem.
To allow Insight to use a modem for receiving incoming calls only:
1. On the Insight Server computer, right click the Insight Server tool in the system tray,
and choose “SettingsModems…” in the menu that appears.
2. Select the modem you want to make available for incoming calls.
3. Click the Listen button. Insight will receive incoming calls using the modem. Insight will
not use the modem for outgoing calls.
Note
You cannot configure a single modem for both incoming and outgoing calls. If you want to make
and receive calls, you will need two different modems.
Panel Properties
You can find out further information about
your panel by opening the panel properties
window. From here you can rename the
panel, change Insight protocol settings,
configure communications ports, set the
panel date and time, perform directory
maintenance and inspect other panel
properties such as firmware version and
PCB revision.
To open panel properties:
1. Right-click the panel in the Insight
Toolbar, and choose “Properties…”
in the window that appears.
34
To change protocol settings:
1. Open panel properties and click the “Protocol” icon.
2. Fields marked with a Control Module icon must match the corresponding settings in the
Insight comms task.
3. Click OK.
Tip
You can configure Insight to connect panels automatically under certain conditions. Open panel
properties, click the “Protocol” icon then click the Connection tab.
To change port settings:
1. Open panel properties and click the “Ports” icon.
2. Fields marked with a Control Module icon must match the corresponding settings in the
Insight comms task.
3. Click OK.
Tip
You can configure multiple paths (such as direct serial and dial-up) so that if one path fails,
additional paths can be tried.
To set the panel date and time:
1. Open panel properties and click the “Maintenance” icon.
2. Click the Date/Time button. (Panel must be online to enable this button)
3. To synchronise the panel time with the time on the workstation you are using, click the
“PC Time” button. To set the date and time manually, highlight each digit and click the
up and down buttons.
4. Click OK.
Note
The panel must be connected before you can set the date or time. If the panel is not connected,
the button is disabled.
Warning
Changing the panel date and time causes all time zones, diaries and holidays to be re-
evaluated, which in turn could alter the state of auxiliaries, calculated auxiliaries and other
system entities.
To automatically synchronise the panel date and time with Insight Server:
1. Open panel properties and click the “Maintenance” icon.
2. Click the Schedule button.
3. Tick the “Schedule Panel Time Synchronisation” box.
4. Specify how often you wish to synchronise the panel with Insight Server.
5. Click OK.
Note
When synchronising, the panel date and time is changed to match the date and time of Insight
Server.
Note
For synchronisation to occur, Insight server must be running.
35
Remote Control Field Hardware
You can control your Inner Range security system
remotely using Insight. You can control areas, area lists,
auxiliaries, auxiliary lists, doors, door lists, floors, floor
lists, home auxiliaries and inputs.
To control items remotely:
1. Click the Control tab of the Insight Toolbar.
2. Click the item type you want to control
3. A window appears containing the items of that
type, and after a moment the current state is
displayed.
4. Highlight the item(s) you want to control.
5. Click the appropriate control button to control the item.
Tip
You can select multiple items by holding down the SHIFT or CONTROL keys whilst clicking.
Tip
If an item changes state, the change will be reflected in the control window within five seconds.
Tip
The Insight Toolbar doesn’t have a Control tab in Insight Schematic. To control items in
Schematic, right click the item directly on the map and choose from the menu that appears.
Tip
You can control DVRs and cameras using Insight. See page 153.
Operator Permissions
To control an item you must have the control permission for that item.
36
Insight Edit
Insight Edit lets you inspect and modify the programming of your Inner Range security system.
This includes initial configuration of all security parameters during site commissioning,
inspection and modification of programming as time progresses and ongoing site management
functions such as allocating user cards and PINs.
Use Insight Edit to:
Inspect panel programming
Program panels and modules
Manage user cards and PINs
Import extended user programming
Program virtual panels and virtual users
The Insight Toolbar lets you manage your sites and panels (page 18).
The browse pane displays items you can program (page 37).
Note
The following sections deal with panel programming. You can only program panels that have
been enrolled into Insight. To learn how to enrol panels, see ‘enrolling panels’ on page 22.
Insi
g
ht Toolbar
Double-Click
To Edit
Text Filter
= installed
= missing
= unexpected
= not installed
Status Filters
Browse Pane
= upload marker
= download marker
Browse Toolbar
37
Using the Browser
The most important part of Insight Edit is the browser pane. Once you have mastered the use of
this pane you can quickly and easily make programming changes to your panels.
Navigation
The browser pane is driven from the Insight Toolbar. To program a particular item:
1. In the Insight Toolbar, click the browse tab.
2. Expand the tree for the panel you wish to program.
3. Click on the programming item you want.
Tip
You can change the layout of the Insight Toolbar by selecting “Preferences…” on the Edit menu,
then clicking the Interface tab. Installers who are used to the terminal menus will probably want
to use the “installer” layout.
Tip
By default, the browser pane is set to large icon view (pictured). You can
select different views with the Browse Toolbar. In particular, ‘detail’ view
allows you to sort the information by clicking on the column headings.
= installed/secured
= missing/not responding
= unexpected/unsecured
= not installed
Status Filters
= upload marker
= download marker
Text Filter
Un
p
ro
g
rammed Item
(
translucent
)
Item Count
Pro
g
rammed Item
(
solid
)
38
Understanding Item Status
Various graphics and symbols are used in the browser to reflect the status of each programming
item.
Symbol Applies To Meaning Description
All items Programmed Items that are ‘solid’ have been programmed.
All items Blank Items that are translucent are blank / have not
been programmed.
All items Upload This item has been marked for upload. The next
time the panel is connected, the item will be read
from the panel.
All items Download This item has been queued for download. The
next time the panel is connected, the item will be
written to the panel.
Hardware items Secured The module is present on the LAN and secured.
Hardware items Unexpected The module is present on the LAN, but not
secured.
Hardware items Missing The module should be on the LAN but isn’t.
Hardware items Uninstalled The module isn’t on the LAN.
All items Shadow This record has been created because the panel
memory configuration has changed, and there are
more items of this type than before.
All items Surplus The panel memory configuration has changed,
and this record no longer fits into the new
configuration.
Tip
The status of hardware modules (secured, missing etc.) is updated each time you connect with
a panel. You can also update this status manually. Right-click the panel in the Insight Toolbar
and choose “Entire Panel” in the menu that appears, then choose “refresh LAN status”.
39
Using Filters
You can filter the browser so that only key items are displayed. There are a number of different
filtering methods available.
Using Filter Buttons
You can quickly show and hide items with the filter buttons.
Click show programmed to hide or show programmed items
Click show blank to hide or show blank / unprogrammed items
Click show normal to hide or show records that aren’t surplus, shadow or marked
Click show upload to hide or show items marked for upload from the panel
Click show download to hide or show items marked for download to the panel
Click show surplus to hide or show surplus records
Click show shadow to hide or show shadow records
Click installed to hide or show secured hardware
Click missing to hide or show missing hardware
Click unexpected to hide or show unexpected hardware
Click not installed to hide or show uninstalled hardware
To use the filter buttons:
1. Click the appropriate filter button. If the button is active (pressed in), then items
matching that type will be displayed.
Note
Filters are saved for each different item type, even when you exit Insight Edit. Always check the
item count (bottom right corner) to see if there are any items hidden in the current view.
Using Filter Text
You can filter based on text that you specify. Text filtering can be applied to the short or long
name, address or notes field of regular items, and also the site code, user type and extended
information fields of users.
To use filter text:
1. Select the field you want to filter on. “Name in panel” is the short name of the item.
“Name” is the full-length Insight name. “Address” is the notated address (such as DL015
for door list 15). ‘Notes’ is the notes field kept by Insight for each item.
2. Enter the text you want to filter by.
3. Press enter. Your filter is applied.
Using Wildcards
You can use special symbols called “wild cards” in your text filters. The ? symbol matches one
letter. The * symbol matches any number of letters.
Here are some example filters to get you started.
Field Text Description
Name PIR Only show items whose name includes the word “PIR”
Notes delay Only show items whose notes includes the word “delay”
Address C01 Only show control module items
Address T03:Z05 Show the fifth zone input on the third LCD module
Address T03:Z* Show all zone inputs on the third LCD module
Address T*:Z* Show all zone inputs on all LCD modules
40
Address *:Z* Show all zone inputs on all modules
Address ?01:Z10 Show the tenth zone input on the first module of each type
Address *:S?5 Shows all system inputs ending in “5” on every module
Name k* Shows all names starting with the letter K
Name *s Shows all names ending in the letter S
Editing Items
To edit an item, double click the item in the browser. This opens an edit window for that item.
Using the Navigation Toolbar
Locate this item in the Insight Toolbar tree.
Go to the first record.
Go to the previous record.
Displays the current record number. You can enter a different number to jump to that
number.
Displays the name of the current record. Click on the arrow to select a different record
to jump to.
Go to the next record.
Go to the next blank / unprogrammed record.
Go to the last record.
Using the Edit Toolbar
Save changes to the current record. If the panel is offline, mark the record for
download the next time a connection is available.
Turn autosave on or off. With autosave enabled, changes to a record are saved
automatically as soon as the record is closed or you use the navigation buttons.
Discard changes you’ve made to this record without saving them. The record reverts
to the last saved version.
Hyperlink
Navigation
Toolbar
Edit Toolbar
Name Lock
Slider
Tabs
Item Pickers
41
Erase the programming of this record. The record becomes blank / unprogrammed.
Upload the current record from the panel. If the panel isn’t connected, the record is
marked for upload the next time a connection is available.
Places the current record into the Windows clipboard. When you select paste, the
original record is then made blank / unprogrammed.
Copies the current record into the Windows clipboard.
Pastes from the Windows clipboard over the current record.
Undo the last action. You can repeat this command to undo all changes made since
the record was opened.
Opens the find window.
Opens the cross-reference window for this item.
Opens context-sensitive help for this item.
Tip
If you are editing a lot of records, you should probably turn autosave on. As you finish each
record, using the navigation buttons save your changes automatically.
Operator Permissions
To open an item, you must have the inspect permission for the item. To save changes to an
item, you must have the change permission for the item.
Online and Offline Edit
If you save programming changes while the panel is connected, the changes are sent to the
panel immediately. This is called “online edit”. If you make changes while the panel is
disconnected, then the changes are queued to be written later on. This is called “offline edit”.
Insight uses different colours so you can quickly see if there are edits waiting to be sent to the
panel.
Icon Colour Meaning
Green Panel is up to date There are no edits waiting to be sent to the panel.
Blue Panel synchronising Programming changes are being exchanged with the
panel. The number in brackets next to the panel
name indicates how many changes are remaining to
be sent / received.
Red Panel unsynchronised Offline edits have been made. There are
programming changes waiting to be written to the
panel.
Tip
You can configure Insight to automatically connect to a panel when you make programming
changes. Go to Panel PropertiesProtocolConnection, and tick the boxes that say
“Automatically connect this panel” and “when programming changes are made”.
Tip
If your panel is red (unsynchronised), you can find all records that are queued for upload or
download by opening a new search, clicking the “only match records marked for upload or
download” and clicking “Find Now” (without entering any search text).
42
PIN Discovered
Two user’s cannot have the same PIN in the same panel. Insight Edit will prevent you from
setting a duplicate PIN. In addition, the user whose PIN was discovered will be asked to change
their PIN the next time they use an Elite Terminal in the field.
Note
If the panel is offline, then the PIN discovered flag won’t be set until the panel is next connected.
Scheduled User Expiry
You can configure users to expire at a certain date and time. The expiry information is
downloaded into the Control Module, which takes care of expiring the user at the appropriate
time. Typically, the panel memory configuration means that only some users can be tagged to
expire. With Insight, you can specify an expiry date for any user.
To schedule expiry for any user:
1. Open the user you wish to tag for expiration.
2. Click the Options tab.
3. Set the Expiry Date and Expiry time. If the month or year fields are set to disable, then
“any month” and “any year” are assumed, respectively. If the day, hour or minute fields
are disabled (by right-clicking their “spinner” controls), then “today”, “any hour” and “any
minute” are assumed, respectively.
4. Specify the Disabled User Type. When the expiry date and time occurs, the user will be
assigned this user type.
Note
Insight Server must be running for the cardholders to expire. If Insight Server isn’t running, then
the users will be expired the next time Insight Server starts.
Note
If the panel is offline, then the users aren’t expired until the panel is next connected.
Tip
When a user expires, the original user type is displayed in the Primary User Type box.
Tip
You can set a common expiry date for a batch of users using the Copy Wizard. See page 50.
Write-Locking Panels
Sometimes you may wish to make offline edits, but you want the panel to be online (e.g. so that
alarms can be received). In this case, the panel can be write-locked. This means that the panel
is online, but any edits are not sent to the panel until it is unlocked.
To write-lock a panel:
1. Right-click the panel in the Insight Toolbar, and choose “locked” in the menu that
appears.
2. A padlock appears next to the panel, indicating that it is write-locked. Changes will not
be sent to the panel.
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To unlock a write-locked panel:
1. Right-click the locked panel in the Insight Toolbar, and choose “unlocked” in the menu
that appears.
2. If the panel is online, then any changes will be immediately written to the panel.
Detecting LCD Terminal (Keypad) or “2nd Insight” Edits
The Concept 4000 security system allows programming changes to be made by authorised
users at any LCD Terminal “in the field”. Concept 4000 V7.4 or later can also be programmed
to allow a 2nd instance of Insight (Insight Installer) to connect temporarily for remote service
purposes. Edits performed from these sources are not automatically uploaded by Insight, but
you will be warned that changes have been made at a terminal or by Insight Installer the next
time you connect to the panel. You can then use the compare records feature (below) to
determine what type of item was edited.
Tip
If you leave Insight permanently connected to your panels, then you can manually check for
programming changes. Right click the panel, and choose “Entire PanelCompare Records” in
the menu that appears.
Comparing Insight With A Panel
If you suspect that edits have been made at an Elite Terminal in the field, or if you just want to
satisfy yourself that Insight is correctly synchronised with a panel, you can perform a
comparison between Insight and the panel. You can choose to compare the entire panel, or
only a particular type of item such as doors or areas.
To compare a panel with Insight:
1. If the panel is offline, connect to the panel.
2. Right click the panel you wish to compare and choose “Entire PanelCompare
Records” in the menu that appears.
3. A message is displayed indicating if any records are different.
Note
It can take up to 30 seconds to compare a 512k panel. You will receive a message when the
comparison is complete.
Note
Insight will not tell you which specific records are different, only that there are differences. For
example, the message “areas are different” could mean that 1, 2 or all areas are different
between Insight and the panel.
Tip
If you have established that there are differences and you want to synchronise (remove) them,
then you should mark the different items for upload (if you want to preserve what is in the panel)
or download (to preserve what is in Insight).
To compare part of a panel with Insight:
1. If the panel is offline, connect to the panel.
2. Expand the panel tree and locate the item type you want to compare.
3. Right click the item in the tree, and choose “Compare Records” in the menu that
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appears.
4. A message is displayed indicating if any records are different.
Long Names, Notes, Name Lock Slider, Item Picker, Quick Navigation
Long Name and Notes
Insight lets you enter long names for all items, and a notes field for recording miscellaneous
details.
Name Lock Slider
Although Insight allows for long names on all items, the Control Module only has limited space
for names. To spare operators from the chore of entering both long and short names, Insight
automatically links them together. If the name is too long to fit into the panel, a tilde (~) symbol
is used.
Names are locked (default behaviour).
Names are unlocked and may be edited separately.
Tip
If you enter a very long name with numbers at the end, Insight will preserve the numbers and
remove excess characters from the middle of the name instead of the end.
Item Picker
Wherever you see a button like this ( ) you can click it to open the item picker. The item
picker is a window that lets you choose from a list of items.
Quick Navigation (Hyperlinks)
Hyperlinks are blue text labels that let you quickly navigate between related items, without using
the Insight Toolbar to manually locate them. To follow a hyperlink, click on it with the mouse
button. In the picture below, clicking the “Inside Area” hyperlink opens the area called “Office”.
Tip
You can click as many hyperlinks as you like. When you close the windows that have popped
up, you will return to the original record you were editing.
Tip
If you click a hyperlink on a field that is set to “none”, Insight changes the browser to view all of
the items that can be selected for that field.
Previous Software
In WinDirect, quick navigation was performed with the F9 and F10 keys. On panel terminals,
quick navigation is performed with the [HELP], [9] / [HELP], [0] key combinations.
45
Searching Panels
Insight Edit includes an extremely fast search tool.
You can choose between simple searches, which
look for matching text in the locations that you
specify, and advanced searches, which let you
specify complicated searches such as “find
everything with the word door but not the word
office”.
To perform a simple search:
1. On the Edit menu, choose “Power
Search…” (or press CTRL+F).
2. Enter the text you wish to search for.
3. Choose which panels and item types you wish to search by clicking the “Look In” field
(optional).
4. Un-tick match case if you want GREEN to match with Green.
5. Un-tick whole words if you want am to match with hammer.
6. Enter any settings you want on the “Modified” tab (optional).
7. Click “Find Now”, or press ENTER.
Items matching the search text are displayed.
Tip
All text fields are searched by default. To specify which fields are searched, click the
“Advanced” tab and select them in the “Filter” box.
Tip
If your panel is red (unsynchronised), you can find all records that are queued for upload or
download by opening a new search, clicking the “only match records marked for upload or
download” and clicking “Find Now” (without entering any search text).
Tip
You can open any matching item by double-clicking it with the mouse.
To perform an advanced search:
1. On the Edit menu, choose “Power Search…” (or press CTRL+F).
2. Click the “Advanced” tab.
3. Enter your search criterion (see below).
4. Choose the fields you wish to search (optional).
5. Enter any settings you want on the “Modified” tab (optional).
6. Click “Find Now”, or press ENTER.
You specify advanced criteria by entering text (enclosed in single or double quotes) separated
by special commands and, or, not and xor (“exclusive or”). Placing a text item in double
quotes means the text will match both upper and lower case. Placing a text item in single
quotes means the text will only match if the case is the same. Brackets are used like they are in
arithmetic.
46
Examples
“door” (double quotes)
case-insensitive match with door (including trapdoor, doorstop, DOORMOUSE etc.)
‘door’ (single quotes)
case-sensitive match with door (including trapdoor but not TRAPDOOR)
exact(“door”)
case-insensitive match with the whole word door (including DOOR but not trapdoor)
exact(‘door’)
case-sensitive match with the whole word door (but not DOOR or trapdoor)
“door” or “window”
matches all items with either door or window or both, regardless of capitalisation
“door” and “window”
matches all items with both door and window
“door” and not “window”
matches all items with door, unless the item also has window
“door” or not “window”
matches all items with door, and also matches all items without the word window
not “door”
matches anything that doesn’t have the word door
“exit” and “door” or “window or “corridor”
matches anything with window or corridor, and also matches anything with both exit
and door
“exit” and (“door” or “window” or “corridor”)
matches anything that has exit as well as one or more of the words door, window,
corridor (note: bracketed terms are evaluated first)
“exit” or (“door” and “window” and “corridor”)
matches anything that has both door, window and corridor or it has exit
“door” xor “window”
matches everything with either door or window, but not both
Tip
If you have difficulty understanding advanced searches, try entering some of the examples
listed above, then modifying them to what you want.
Operator Permissions
You must have the see permission on an item for it to appear in the output window.
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Cross-Referencing Items
The cross-reference window is a very useful and
powerful tool for trouble-shooting an Inner Range
installation. When an item is cross-referenced, all
programming relationships between that item and the
rest of the system are displayed. For example, cross-
referencing a calculated auxiliary shows any auxiliaries,
inputs, areas, lift cars, floor lists and counters that might
be altered by the calculated auxiliary.
To cross-reference an item:
1. Select the item in the browser window, or open
the item for editing.
2. From the Edit menu, choose “cross-reference”;
or press F2; or click the “x-ref” toolbar button
(editing window only).
The cross-reference window appears.
Any items that this item refers to are shown in the refers to section.
If this item appears in the programming of a completely different item, then this
relationship is shown in the referred from section.
Tip
You can open an item from the cross-reference window by right-clicking and choosing “Edit” in
the menu that appears.
Warning
The cross-reference window will not show an item if you do not have the see permission for that
item. In this case, the cross-reference tree will be incomplete.
Using The Copy Wizard
You can use the Copy Wizard to copy, swap or move
items within a panel or between panels. You can also
use the copy wizard to batch program user names,
card numbers and other user fields.
You can replicate a record, which means a duplicate
of the record is made one or more times.
To replicate a record one or more times:
1. Press F7 to open the Copy Wizard, or select
the Edit menu and choose “Copy Wizard”.
2. Click “Copy, swap or move records”.
3. Click Next.
4. Click “Replicate the current record one or more times”.
5. Click Next.
6. Click the arrow in the Item Type field, and navigate to the panel and item type you want
to replicate. A list of programmed items is displayed. (Click the “show blanks” box to
show all items.)
7. Select the item you wish to replicate.
8. Click Next.
9. Click the arrow in the Item Type field, and navigate to the panel where you want to
save the replicated records. (This can be the same panel as step 6, or a different
panel.)
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10. Choose which record(s) will be replaced. Hold down the CTRL key to select more than
one destination record. Hold down the SHIFT key to select a range of records to be
replaced.
11. Click Next.
12. Click Finish. The source record is written over the target record(s).
Warning
The contents of the target records are permanently replaced. This operation can’t be undone,
except by restoring to a previous backup.
Note
If you copy a record into a different panel, Insight leaves any programming references intact.
For example, copying a user type that points to “door list 15” into another panel will result in the
user type still using door list 15 in the new panel, even if it isn’t programmed or doesn’t exist.
You can block copy one or more records, which means a group of records are copied (either
into a different location in the same panel, or into a different panel).
To block copy select records:
1. Press F7 to open the Copy Wizard, or select the Edit menu and choose “Copy Wizard”.
2. Click “Copy, swap or move records”.
3. Click Next.
4. Click “Block copy selected records”.
5. Click Next.
6. Click the arrow in the Item Type field, and navigate to the panel and item type you want
to block copy. A list of programmed items is displayed. (Click the “show blanks” box to
show all items.)
7. Select the item(s) you wish to block copy. Hold down the CTRL key to select multiple
records. Hold down the SHIFT key to select a range of records. You must make a note
of how many records are selected, which is displayed in the bottom right corner.
8. Click Next.
9. Click the arrow in the Item Type field, and navigate to the panel where you want to
save the replicated records. (This can be the same panel as step 6, or a different
panel.)
10. Choose which record(s) will be replaced. Hold down the CTRL key to select more than
one destination record. Hold down the SHIFT key to select a range of records to be
replaced. You must select the same number of records as step 7.
11. Click Next.
12. Click Finish. The source records are copied over the target records.
Warning
The contents of the target records are permanently replaced. This operation can’t be undone,
except by restoring to a previous backup.
Warning
You shouldn’t specify source and target ranges that overlap. Doing so could result in records
being overwritten incorrectly.
Note
If you copy a record into a different panel, Insight leaves any programming references intact.
For example, copying a user type that points to “door list 15” into another panel will result in the
user type still using door list 15 in the new panel, even if it isn’t programmed or doesn’t exist.
You can swap one or more records, which means the selected records are exchanged.
49
To swap a group of records:
1. Press F7 to open the Copy Wizard, or select the Edit menu and choose “Copy Wizard”.
2. Click “Copy, swap or move records”.
3. Click Next.
4. Click “Swap selected block of records”.
5. Refer to the instructions for block copying records (previous page), starting at step 5.
You can move one or more records. This is the same as copying the records, except that the
original records are blanked after the copy.
To move a block of records:
1. Press F7 to open the Copy Wizard, or select the Edit menu and choose “Copy Wizard”.
2. Click “Copy, swap or move records”.
3. Click Next.
4. Click “Block move selected records”.
5. Refer to the instructions for block copying records (previous page), starting at step 5.
You can clear one or more records to factory default values.
To clear a block of records:
1. Press F7 to open the Copy Wizard, or select the Edit menu and choose “Copy Wizard”.
2. Click “Clear records”.
3. Enter a value for the name, short name and notes fields, or leave the blank to accept
factory defaults. You can use the hash symbol (#) to specify an auto-number. The #
symbol is replaced by the auto-number settings you specify.
4. Click Next.
5. Click the arrow in the Item Type field, and navigate to the panel and item type you want
to clear. A list of programmed items is displayed. (Click the “show blanks” box to show
all items.)
6. Select the item(s) you wish to clear. Hold down the CTRL key to select multiple records.
Hold down the SHIFT key to select a range of records.
7. Click Next.
8. Click Finish. The selected records are erased to factory defaults.
Warning
The selected records are permanently erased. This operation can’t be undone, except by
restoring to a previous backup.
50
You can batch program a block of users. This features lets you specify consecutive cards, user
names or notes; set card types; set a common user type; set a common expiry date; and
optionally select a ‘source record’ for duplication.
To batch program a block of users:
1. Press F7 to open the Copy Wizard, or select
the Edit menu and choose “Copy Wizard”.
2. Click “User programming”.
3. Select which options you wish to apply.
Replace card numbers. Tick this box if you
wish to specify the card type and assign
sequential card numbers to a block of users.
Replace user names. Tick this box if you
wish to specify a common name for the block
of users, including an optional auto-number.
Replace other fields. Tick this box if you
want to specify a common user type and
expiry options.
Use selected record as template. Ticking this option duplicates a single user
(replacing the existing users in the block), then applies any other options that are ticked.
If this option isn’t selected, then the block of users are modified as-is.
4. Click Next.
5. Fill in any information requested by the wizard, which will depend on the options you
selected in step 3. In particular, when selecting which users to reprogram, you must
hold down the shift key to select a block of users; otherwise, your changes will only
apply to a single user. (You can use the ctrl key to select non-adjacent users.)
6. Click Finish. The batch programming is applied.
Warning
The selected records are permanently reprogrammed. In particular, if you selected the “use
selected record as template” option, then all fields in the target records are replaced. This
operation can’t be undone, except by restoring to a previous backup.
Tip
If you assigned new card numbers, you can automatically import them into Insight Card Pool. In
Card Pool, click the Panel Scan button on the Card Pool toolbar.
Card Pool Integration
Insight Card Pool is a separately licensed module that allows Operators to create and manage
card pools. Operators can quickly assign cards from a card pool, in addition to marking cards as
lost or suspended.
To assign a card from a card pool:
1. In Insight Edit, open the user you wish to assign a card to.
2. Ensure that the “Use Cardpool” option is selected. (V3.3 or later)
3. Click the ‘Card Pool’ button.
4. Click the ‘Get Card Pool Card’ button.
5. Select the card pool and card to assign to this user.
You can assign a (new) available card from a card pool to this user. Or, if the user
already has a card that works at a different panel in the system, and now needs to be
programmed in this panel, too, you can choose their card from all cards that are
assigned in different panels. In either case, Insight will try to find a good card for the
51
user, but you can select a different card to the default card from a list with the ‘Different
Card..’ button.
6. Click OK.
7. Click the Save icon in the toolbar.
To create a card in the card pool and assign it to a user:
1. In Insight Edit, open the user you wish to assign a card to.
2. Deselect the “Use Cardpool” option.
3. Select “Site Code” or “Direct Entry” as the card type. Credit cards are not managed by
the Card pool Manager.
4. Type the new card number of the user, or, use the ‘Acquire’ button and acquire the card
number from a connected Enrolment Station (see ‘Error! Reference source not
found.’, page 52).
5. Save the user. You will be prompted for the card pool the new card should be entered
into. If you refuse to select a card pool here (for example, because you haven’t created
card pools yet), you can still later assign that card to a card pool by using the ‘Panel
Scan’ command in the Card Pool Manager (see page 82).
Paid Feature
Card Pool is a separately licensed component of Insight.
Card Acquisition
Insight can enrol cards using a card reader attached to the Insight enrolment PC. Card
acquisition requires:
A compatible card reader unit.
A free serial port on the card enrolment computer.
Tip
If you don’t have any spare serial ports (or any serial ports at all), you can use a serial to USB
protocol converter and connect the card reader to a spare USB port.
Insight v3.2 supports the following models:
Inner Range Card Enrolment Station
ACS Smart Reader
HID PC Log-On
The Inner Range Card Enrolment Station (part number 994500) supports the widest range of
card types and formats. Refer to the tables below.
Insight hardware support for different card formats:
Site Code Method
26 Bit
27 Bit
30 Bit
32 Bit
34 Bit
35 Bit
36 Bit
37 Bit
40 Bit
IR-Secure 40
General 26-
40bi
t
N-Bit
IR Card Enrolment Station  
ACS Smart Reader
HID PC Log-On
52
Direct Entry Method
26 Bit
27 Bit
30 Bit
32 Bit
34 Bit
35 Bit
36 Bit
37 Bit
40 Bit
IR-Secure 40
General 26-
40bit
N-Bit
IR Card Enrolment Station
ACS Smart Reader
HID PC Log-On
To acquire a card directly in Insight:
1. In Insight Edit, open the user you wish to assign a card to.
2. If you are using Insight Card Pool at your site, make sure the ‘Use Card Pool’ option is
not ticked.
3. Click the Acquire button.
4. Select the reader type, card format and serial port.
5. Click the Read button.
6. Badge the card.
7. Click the Save icon in the toolbar.
8. If using Insight Card Pool, you are prompted for the card pool. Select a card pool from
the dropdown list, or close the dialog without selecting any card pool.
Tip
If the card you badge belongs to a card pool, the card is automatically marked as “issued” in the
card pool.
Tip
If the card you badge has a new site code, Insight creates a new card pool with that site code
and adds the card to that pool.
Tip
If you don’t select a card pool for the card you badge, Insight Edit will remind you to run the
Panel Scan command in Insight Card Pool (see page 82) so it can be added to one.
Insight Edit Reports
You can generate a range of useful reports in Insight Edit. These reports summarise key areas
of panel programming including users, user types, areas and doors. Reports can be displayed
on-screen, sent directly to a printer, or saved to a file. The contents of the reports can be
streamlined with the use of a filter.
I want to view, print or save… From the Reports menu, choose…
User programming ProgrammingUsers
User type programming ProgrammingUser Types
Input programming ProgrammingInputs
A list of areas in each area list ProgrammingAreaList
A list of doors in each door list ProgrammingDoorList
A list of lifts in each lift car list ProgrammingLiftCarList
A list of floors in each floor list ProgrammingFloorList
A list of sirens in each siren list ProgrammingSirenList
53
Doors accessible to each user type ReferencesUser TypeDoors
Users for each user type ReferencesUser TypeUsers
Areas accessible to each user type ReferencesUser TypeAreas
Floors accessible to each user type ReferencesUser TypeFloors
A list of inputs in each area ReferencesAreaInputs
A list of reportable inputs per area ReferencesAreaCommissioning Inputs
Users who can turn an area on References AreaUser On
Users who can turn an area off References AreaUser Off
Inputs + process groups in each area References AreaInput – Proc Grp.
Doors accessible to each user ReferencesUser ToDoor
Areas accessible to each user ReferencesUser ToArea
Floors accessible to each user ReferencesUser ToFloor
A list of users with access per door ReferencesUser FromDoor
A list of users with access per floor ReferencesUser FromFloor
A list of users with access per Lift Car ReferencesUser FromLift Car
To generate a report:
1. Select your desired report on the Reports menu.
2. To print the report, choose Print in the sub-menu that appears. To view the report,
choose View in the sub-menu that appears.
Tip
Reports saved to a file are written in CSV format, which can be opened by spreadsheet
applications such as Microsoft® Excel®.
To generate a filtered report:
1. Firstly, ensure that the “Use Filtering” item
on the Reports menu is checked.
2. Select your desired report on the Reports
menu.
3. To print the report, choose Print in the sub-
menu that appears. To view the report,
choose View in the sub-menu that appears.
4. The Print Filtering dialog will appear. You
can filter on a combination of parameters,
as shown on the right:
- Item status
(programmed/defaulted/both)
- Name (of the item)
- Notes
5. When filtering, either Simple or Complex
filtering can be chosen. Simple filtering
allows filtering on a single item and/or
Notes entry.
6. Complex filtering allows filtering based on a
combination of search terms. For instance,
you are able to list areas except area
names containing ‘A0’ and ‘SYSTEM’
(illustrated on the right) When Complex
filtering is chosen, the Print Filtering dialog
changes to look like what is shown on the
right. (When using Complex Search, you
can only filter on Item Name, not on notes).
7. Select OK once you have set the parameters of interest to generate the report.
54
Tip
In both Simple and Complex Search, you can use ‘wildcard characters’ as described on page
39. In Complex Search, you can use the advanced criteria as used in the Advanced Search
function. Some examples start on page 46.
Paid Feature
Filtered Reports within Insight Edit are enabled when you enter a valid licence for the Insight
Advanced Reporting Module.
Employees
Each panel contains information about users that have
access privileges for that panel. Depending on the
memory configuration in the panel, a name might also be
stored for some or all users.
It is often useful to store extended information about
each user such as full name, age, home and work
contact details, gender and even a photograph for
identity verification.
Insight calls this additional data extended user
information. Users with this additional information are
referred to as employees.
Insight Versions
Extended user information and user photographs are not
available in Insight Installer.
To add extended information to a user:
1. In Insight edit, double-click the user in the browser pane. Or, right-click the user and
choose “Properties…” in the menu that appears.
2. Click the Employee tab.
3. Enter the person’s title, full name, birth date and gender.
4. Click the Profile tab.
5. Enter the person’s business profile and personal profile.
6. Click the Save Changes button to save your changes.
Note
If you edit the first name or surname field on the Employee tab, the Name field on the Access
tab becomes locked for editing. All future name edits must be carried out on the Employee tab.
55
Custom Fields
You may find that the default employee fields such as
name, age and address insufficient for the requirements
of your organisation. Insight lets you define up to 32
custom fields which will be associated with each user.
To define a custom field:
1. In Insight edit, double-click any user in the
browser pane. Or, right-click a user and choose
“Properties…” in the menu that appears.
2. Click the “Custom 1” or “Custom 2” tab.
3. Click an unused check box.
4. Enter a label for the new custom field. The
custom field is created and available for all
users.
To rename a custom field:
1. In Insight edit, double-click any user in the browser pane. Or, right-click a user and
choose “Properties…” in the menu that appears.
2. Click the “Custom 1” or “Custom 2” tab.
3. Double-click the custom field you wish to rename.
4. Enter a new name and click OK. The custom field is renamed.
To remove a custom field:
1. In Insight edit, double-click any user in the browser pane. Or, right-click a user and
choose “Properties…” in the menu that appears.
2. Click the “Custom 1” or “Custom 2” tab.
3. Clear the check box next to the custom field.
Note
Removing a custom field doesn’t delete any data. If you create a new custom field in the same
position, any existing data is restored.
Tip
You can search for data in custom fields. See “searching” on page 45.
Tip
You can import data into custom fields. See below.
Importing Extended User Information
You can import extended user information (such as age and contact details) from an external
file. The file must be in “Comma Separated Values” format (CSV), which means:
The file is a text document.
Each line of the file represents a single user record, with an End-Of-Line symbol
marking the beginning of the next record.
Each field is separated by a comma character.
56
Insight expects the data to begin with a heading row followed by your data.
Tip
CSV is a common file format that can be exported by most software products. Check the
documentation that came with your software.
You will be required to provide a heading row followed by the user data. The following table
describes each one of the available headings and the expected data for each.
Field code used in
heading row Description Data
### First name; must be the first
field, denotes the first name Any text
secondname Second name Any text
title Title One of the following values: Mr,
Mister, Mrs, Mistress, Miss, Ms,
Dr, Doctor, Prof, Professor, Sir,
Lady, Lord
gender Gender One of the following values: M,
m, 0, F, f, 1
dob Date of birth A date format matching the
locale of this computer (go to
Control PanelRegional &
Language Options for
Windows® XP, or Control
PanelRegional Options for
Windows® 2000). e.g. for
Australia, the format is normally
dd/mm/yyyy. You should
specify a 4 digit year value for
correct processing.
street Street Any text
suburb Suburb Any text
city City Any text
state State Any text
country Country Any text
postcode Post code Any text
workphone Phone Number (Work) Any text
homephone Phone Number (Home) Any text
homemobile Phone Number (Home Mobile) Any text
workmobile Phone Number (Work Mobile) Any text
homefax Fax Number (Home) Any text
workfax Fax Number (Work) Any text
homeemail E-mail Address (Home) Any text
workemail E-mail Address (Work) Any text
position Position Description Any text
department Department Any text
sitecardnumber Card number for site card entry
set up. Supersedes
"directnumber" and "creditcard"
Any valid site card number (a
positive decimal number up to
2147483647).
company Company Name Any text
photo Filename where to find a photo
of the user A valid image file name
57
Field code used in
heading row Description Data
directnumber Card number for direct-entry
card setup. Is superseded by
"sitecardnumber", supersedes
"creditcard"
Any valid direct entry card
number (a hexadecimal number
(not 0) of at most 10 digits).
usertype token Key/token to refer to both panel
and user type in this panel Must correspond to a user type
token/key as set up in a Lookup
table in the DUIM setup.
pin The PIN with which the user will
authenticate at a panel terminal Any valid PIN (decimal).
extraarea Extra area Area as it appears in the panel
extradoor Extra door Door as it appears in the panel
extradoorlist Extra door list Door list as it appears in the
panel
(custom user field
name 1) custom user field 1 defined in
dbEdit Any text
(custom user field
name 2) custom user field 2 defined in
dbEdit Any text
(custom user field
name 3) custom user field 3 defined in
dbEdit Any text
(custom user field
name 4) custom user field 4 defined in
dbEdit Any text
(custom user field
name 5) custom user field 5 defined in
dbEdit Any text
(custom user field
name 6) custom user field 6 defined in
dbEdit Any text
(custom user field
name 7) custom user field 7 defined in
dbEdit Any text
(custom user field
name 8) custom user field 8 defined in
dbEdit Any text
(custom user field
name 9) custom user field 9 defined in
dbEdit Any text
(custom user field
name 10) custom user field 10 defined in
dbEdit Any text
(custom user field
name 11) custom user field 11 defined in
dbEdit Any text
(custom user field
name 12) custom user field 12 defined in
dbEdit Any text
(custom user field
name 13) custom user field 13 defined in
dbEdit Any text
(custom user field
name 14) custom user field 14 defined in
dbEdit Any text
(custom user field
name 15) custom user field 15 defined in
dbEdit Any text
(custom user field
name 16) custom user field 16 defined in
dbEdit Any text
(custom user field
name 17) custom user field 17 defined in
dbEdit Any text
(custom user field
name 18) custom user field 18 defined in
dbEdit Any text
(custom user field
name 19) custom user field 19 defined in
dbEdit Any text
(custom user field
name 20) custom user field 20 defined in
dbEdit Any text
58
Field code used in
heading row Description Data
(custom user field
name 21) custom user field 21 defined in
dbEdit Any text
(custom user field
name 22) custom user field 22 defined in
dbEdit Any text
(custom user field
name 23) custom user field 23 defined in
dbEdit Any text
(custom user field
name 24) custom user field 24 defined in
dbEdit Any text
(custom user field
name 25) custom user field 25 defined in
dbEdit Any text
(custom user field
name 26) custom user field 26 defined in
dbEdit Any text
(custom user field
name 27) custom user field 27 defined in
dbEdit Any text
(custom user field
name 28) custom user field 28 defined in
dbEdit Any text
(custom user field
name 29) custom user field 29 defined in
dbEdit Any text
(custom user field
name 30) custom user field 30 defined in
dbEdit Any text
(custom user field
name 31) custom user field 31 defined in
dbEdit Any text
(custom user field
name 32) custom user field 32 defined in
dbEdit Any text
(custom user field
name 33) custom user field 33 defined in
dbEdit Any text
(custom user field
name 34) custom user field 34 defined in
dbEdit Any text
(custom user field
name 35) custom user field 35 defined in
dbEdit Any text
(custom user field
name 36) custom user field 36 defined in
dbEdit Any text
creditcard Card number for credit card or
any swipe card authentication.
Is superseded by
"sitecardnumber" and
"directnumber"
Any valid credit card number
expiry Expiry date A date in the format: "12 August
2010 11:22" or "12 aug 2010
11:22" or "12/8/2010 11:22";
will supersede "expirynhrs" and
"expirytime". The month name
must be given in English, full or
abbreviated to at least 3 letters.
delete Delete information ‘yes’ if the user is to be deleted
instead of added
notes Any additional notes Any text
altusertype User type the user will have
after expired. Default None. Must be a (name of a) user type
as it appears in the panel
foreignkey Any additional data you want to
specify Of the form "keyname=value"
expirynhrs Expiry time in hours from current
time, i.e. time of import; will
supersede "expirytime"; will be
superseded by "expiry"
A valid (decimal) integer
number.
59
Field code used in
heading row Description Data
expirytime Expiry time A time in the format "9:22" or
"9:22|5". If it's 8:22 now (at the
time of import), "9:22" will be in
an hour, and "9:22|5" will be
9:55 in 5 days' time. If it's 11:15
at the time of import, then
"9:22" will be 9:22 one day
later, and "9:22|5" will be 9:55
in 6 days' time. This time is
superseded by either the
"expiry" or the "expirynhrs"
columns.
irqualifications
The name of the qualification. Any text
irqualificationvalues
This field will be either the Count
or start date for the qualification A valid (decimal) integer
number or a date stamp
(DD/MM/YYYY).
When importing .csv files, you can omit a field that you wish to leave unchanged or specify a
filed you want to blank. You must still include the comma after the blank field.
Example:
John,Smith,,M The third record is empty and skipped when importing.
John,Smith,<blank>,M The third record is <blank> and will erase any pre-existing data in
this field.
Note
One of the three identifying card numbers -- "directnumber", "sitecardnumber", or "creditcard" –
or a PIN number (pin) is mandatory,
and the user is identified by it, i.e., any old user with the same number will be overwritten.
Sample CSV File: (line breaks added to fit onto the printed page; text should all be on one line)
Line 1: ###,secondname,pin,sitecardnumber,usertype,position,company,title,gender,1/02/2003
,street,suburb,city,state,country,postcode,workphone,homephone,homemobile,workmo
bile,workfax,workemail,Car Rego,notes,photo
Line 2: Clayton,Kielbasa,0151,1,OWNER,Installer,A Secuirty
Company,Mr,male,2/02/2003,123 aStreet
St,,Melbourne,VIC,Australia,3000,1300000000,,,3462476124,0523596872,emailaddre
ss@company.com,QIW-205,A good installer. Should be paid more.,c:\photos\1.png
Line 3: Neil,Canney,5253,1,Manager,CEO,,,male,3/02/2003,,,,,Australia,3000,399999999,,855
8812952,,,emailaddress@company.com,VMZ-545,,c:\photos\1.png
You can specify a custom import order in the header row, which must be the first line of the
CSV file. The header row starts with three hash characters (###), followed by a list of field
names (as defined in the table above) separated by commas.
Note
In the import file, “###” means “first name”. Because “###” must be the first entry in the header
row, this means “first name” must be the first field in each row.
60
Tip
In addition to the field names defined above, you can also use the name of any custom field
label as defined in dbEdit.
Sample CSV File with header row: (assumes a custom field is defined called ‘favourite
colour’)
Line 1: ###,secondname,sitecardnumber,company,favourite colour
Line 2: Joe,Bloggs,150,Inner Range,Red
Line 3: Fred,Smith,151,Inner Range,Blue
To import extended user information:
1. Right-click the panel that contains the users you want to import information for, and
choose “ImportExtended Employee Data” in the menu that appears.
2. Navigate to the CSV file that contains your extended
information and click Open. The Input Range dialog appears.
3. Specify the index of the first user you are importing data for.
Installer is index 0, master is index 1, U00003 is index 2, and
so forth.
4. Specify how many users you are importing from the CSV file.
If you enter 0, all records will be imported.
5. Click OK.
Tip
It’s a good idea to write-lock the panel (page 42), so that changes won’t be written to the panel
until the import is complete.
Operator Permissions
To import extended information, you must have the change permission on each user being
imported. If you do not have the change permission on a user, the user is skipped and the next
available record is used.
Insight Versions
Insight Installer only imports First Name, Second Name and Card Number.
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User Photographs
You can attach a photograph to a user, either from an
existing picture file on your computer or by acquiring a
picture from a device like a scanner or digital camera. You
can configure Insight to automatically display the
photograph when the user badges at a door.
To attach an image from your hard disk to a user:
1. Open the user for editing.
2. Click the Employee tab.
3. Click the Attach Image button ( )
4. Browse to the image file you want to attach.
5. Click OK.
6. Click the Save Changes toolbar button to save your changes.
Tip
To save space, Insight stores a compressed “thumbnail” of the photograph, regardless of the
original size and image format. You don’t need to scale your photographs before importing.
To acquire a new photograph and attach it to a user:
1. Open the user for editing.
2. Click the Employee tab.
3. Click the Acquire Photo button ( )
4. Select the device you will be acquiring the image from (e.g. camera, scanner)
5. Follow the on-screen directions which will vary depending on the device.
6. Click the Save Changes toolbar button to save your changes.
Note
Direct image acquisition is available for devices that support the Windows Image Acquisition
(WIA) interface in Windows® XP. For other devices and operating systems, capture the image to
your hard disk first, then attach the image.
To pop-up the photo automatically when the user badges their card:
See “working with alarm responses” on page 97.
To print an ID badge without starting Photo ID:
1. Open the user for editing.
2. Click the Employee tab.
3. Click the Print Badge button ( )
4. If more than one card template is defined, you will be asked to choose a template.
5. In the print dialog that appears, click Print.
Paid Feature
To print ID badges you must have a licence for Insight Photo ID.
62
To remove a photograph from a user:
1. Open the user for editing.
2. Click the Employee tab.
3. Click the Remove Photo button ( )
4. Click the Save Changes toolbar button to save your changes.
Panel Memory Configurations
Each Inner Range panel has a database for storing users and programming information. The
size of the database is determined by the size of the memory chip on the panel (32, 128 or 512
kilobytes). For each memory size, there are a number of memory configurations (such as
Standard, Alarms and Special) that determines how many items of each type are stored by the
panel. This count of items is known as the directory of the panel. For example, the 512k
Standard directory has 128 doors, 250 areas, 64 time zones and so on.
When you connect to a panel, Insight automatically checks the panel’s directory. Under normal
circumstances, the directory of the panel and the directory stored by Insight is the same. Under
certain circumstances, they can be different.
1. You have used a terminal to ‘default’ (change) the panel configuration since it was
enrolled; or
2. You created the panel in Insight from a template or by duplicating another panel, and
are now connecting to a panel with a different memory configuration.
Both situations cause a conflict in Insight, because the panel contains a different number of
records than you can see in Insight. Insight automatically resolves the conflict by creating
surplus and shadow items.
Surplus items are records that no longer fit in the new panel memory configuration. You can
edit them, but they cannot be saved to the panel unless the panel configuration is changed to
something else. If you know you will never do this, then the surplus records can be trimmed,
which deletes them permanently from Insight.
Shadow items are records that exist in the new panel configuration, but not in Insight. They are
like a ‘place holder’, telling you that the records exist in the panel but have not been uploaded
yet. If you know you will be sticking with the new memory configuration, then these records
should be expanded, which converts them into ‘real’ records by uploading them from the panel.
Below are some examples of surplus and shadow records and how they are created.
Example 1
Insight: 4 diaries
Panel: 2 diaries
Insight after connect: 4 diaries (2 normal, 2 surplus)
Insight after ‘trim’ command: 2 diaries
Note
If you edit a surplus record and click save, your panel will be permanently unsynchronised
(since Insight can never save your changes to the panel). To rectify this, you should trim the
surplus records.
63
Example 2
Insight: 1 door
Panel: 4 doors
Insight after connect: 4 doors (1 normal, 3 shadow)
Insight after ‘expand’ command: 4 doors
Tip
If you make changes to a shadow record, it is automatically converted to a normal item and
queued for download to the panel.
Trimming and Expanding Records
Under normal circumstances, you should always trim (delete) surplus records, and expand
(upload) shadow records. Insight doesn’t do this automatically, because you might want to copy
the information out of surplus records before trimming, and because expanding shadow records
can be time consuming (they have to be uploaded into Insight).
To trim or expand records:
1. Right click on the panel in the Insight Toolbar, and choose “Properties…” from the menu
that appears.
2. Click the “Maintenance” icon.
3. Click the “Directory” tab.
4. Click “Compare”. The panel column
shows how many items are in the
current panel memory configuration.
The Insight column shows how
many items are being displayed by
Insight.
5. Select the items you want to
expand or trim, or click “select all” to
work on the entire panel.
6. ClickExpand Insight” to convert
shadow records into normal
records. If you are connected to the
panel, the records are uploaded immediately; otherwise, they are queued for upload the
next time it is connected. Click “Trim Insight” to delete surplus records from Insight.
Click “Expand + Trim” to automatically expand or trim, depending on which operation is
appropriate.
Warning
You cannot undo the trim command - the surplus records are permanently deleted.
Note
Trimming and expanding has no effect on the panel. It only effects surplus and shadow records
in Insight.
Note
You cannot change the panel memory configuration with Insight. This can only be performed at
a panel terminal.
64
Tip
You can trim or expand a particular item type by right-clicking the item in the Insight Toolbar,
then choosing “Trim Surplus Records” or “Expand Shadow Records” in the menu that appears.
Tip
You can quickly trim or expand the entire panel by right-clicking the panel in the Insight Toolbar,
then choosing “Entire Panel Trim Surplus Records” or “Entire Panel Expand Shadow
Records” in the menu that appears.
Operator Permissions
To trim records, you must have the change permission on the containing panel.
65
Virtuality
Virtuality lets you program several physical panels as if they are a single “virtual” panel. In other
words, you program the information once and it is automatically saved to each panel.
Virtuality was introduced in Insight version 2. In its current implementation, virtuality is supported
for users. In other words, you program a user’s information once, and it is saved to multiple
panels. Future versions of Insight may extend virtuality to other item types.
A virtual panel is a collection of two or more physical panels. You create a virtual panel with
Insight Edit using a wizard. Creating a virtual panel is straightforward - you just select which
physical panels to include, and specify how you want to create your virtual users.
When a panel is added to a virtual panel, it is called a member panel.
A virtual user is like a regular user, except the user exists in all of the member panels and is
programmed from a single location.
Insight makes virtuality as simple as possible, by allowing you to edit users in a single location.
You can program all the fields you can normally program for a user such as name, PIN number,
user type, expiry and fob options. When you save your changes, they are sent to each member
panel in the virtual panel.
Although you may think of virtual users as existing in one place, in reality Insight has to convert
your changes into real users in real panels, and this introduces some complexity. For example,
the member panels may have different memory configurations. You may also want a user’s
access rights to be different in each member panel. Member panels will be connected to
different field hardware, and items such as “extra area” cannot be programmed from a single
location, since the extra area will almost certainly be different in each member panel.
Insight solves these problems using virtual links. Virtuality and virtual links will be explained in
more detail in the following pages.
66
Virtual Users Explained
To understand virtual users, imagine you have two panels with the following programming. (For
simplicity, we are ignoring the fact that user 1 is normally INSTALLER and user 2 is normally
MASTER.)
Looking at the diagram, we can see that John exists in both panels, whereas the other users do
not. From now on, we want to program John in one place instead of two. To do this, we make a
new virtual panel and make John a virtual user in the virtual panel.
Now that a virtual panel has been created, the following rules apply:
John is now VU001 in the virtual panel. This is represented by a gold user icon ( ).
Any programming changes made to VU001 will be saved to U001 in Panel A and U001
in Panel B.
John cannot be edited in Panel A and Panel B, because he is now a virtual user. This
is represented by a grey user icon ( ) in those panels.
You will note that the user numbers “line up” in each panel – VU001 is the same user as U001
in Panel A and U001 in Panel B. Now imagine that Peter has been granted access to Panel B.
He becomes U004 in that panel. How is this represented in the virtual panel?
Panel A
U001 John
U002 Peter
U003 Bill
U004 Frank
Panel B
U001 John
U002 Amy
U003 Jo
U004 (Blank)
Panel A
U001 John
U002 Peter
U003 Bill
U004 Frank
Panel B
U001 John
U002 Amy
U003 Jo
U004 (Blank)
Virtual Panel
VU001 John
Panel A
U001 John
U002 Peter
U003 Bill
U004 Frank
Panel B
U001 John
U002 Amy
U003 Jo
U004 Peter
Virtual Panel
VU001 John
VU002 Peter
67
As you can see, the user numbers do not need to “line up”. Virtual user 10 might be physical
user 25 in Panel A and physical user 70 in Panel B.
You can control which physical user in each panel is
linked to the virtual user in the virtual panel.
To see or change which physical users are linked to
a virtual user:
1. Open the virtual user.
2. Click the Physical Panel Items tab. The Panel
Item column shows which physical user is linked
for each panel.
3. If you want to change the physical user in a
panel, click the entry with the mouse. A drop-box
appears, allowing you to set a new physical user.
4. Save your changes.
Tip
You can jump directly to a physical user from this screen. Right click the physical user, and
choose “Edit” in the menu that appears.
Note
If you change the physical user, the newly selected user will be erased and replaced with the
virtual user. The previous user will be unlinked, but retains all programming. You should erase
this programming to avoid user duplication.
68
Virtual Links Explained
To understand virtual links, imagine you have two panels with the following programming. (For
simplicity, we are ignoring the normal default items INSTALLER, MASTER and OWNER.)
As can be seen from the diagram, John exists in both panels and has User Type “Guard” in both
panels. Note that Guard is User Type 1 in the first panel and User Type 2 in the second panel.
When set up as a virtual panel, the diagram looks like this:
In the virtual panel:
John is a virtual user.
Guard is a virtual user type link. Guard is only a link – it cannot be edited in the
virtual panel.
In the physical panels:
John is a copy from the virtual panel and cannot be edited except in the virtual panel.
Guard is the user type that already existed in the panel. Guard is not copied from the
virtual panel.
Essentially, the “link” (VUT001) tells Insight which user type to use for John in each physical
panel. In Panel A, John is UT001 (Guard). In Panel B, John is UT002 (Guard). Editing VUT001
in Insight shows this information, but not the regular User Type programming fields. These must
be set up in each member panel.
Links apply to the following items: user types, areas, area lists, doors, door lists, inputs and
auxiliaries.
VU001 John
VUT001 Guard
Panel A
U001 John
UT001 Guard
UT002 Manager
Panel A
U001 John
UT001 Clerk
UT002 Guard
Virtual Panel
Panel A Panel B
U001 John
UT001 Guard
UT002 Manager
U001 John
UT001 Clerk
UT002 Guard
69
Virtuality In Practice
The previous explanations may have made virtuality seem complicated. If you set up your
physical panels correctly, then it becomes much easier.
To set up virtuality in a new system:
1. Work out how many users will exist in every panel. This may equal the capacity of your
panels, or be a smaller number. Any leftover users can be programmed specifically on
that panel. Make sure to leave some “headroom” for future use – for example, if your
system currently has 100 users, you may wish to assign 200 virtual users.
2. Program all of the users into consecutive slots in one of the panels.
3. Set up the user types for the users you have created. Again, use consecutive slots.
4. Make sure that the corresponding slots in the other panels do not contain important
information. They will be erased in the creation process, so copy records to safe
locations if necessary (see “using the copy wizard” on page 47).
5. Create the virtual panel using the “Master Panel” method.
Master panel: select the panel you set up in steps 2 and 3.
Starting record: select one less than the first user you set up
in step 2. So if you started programming your
users at U0010, enter 9 here.
# of records: enter the number you decided in step 1.
If you create your virtual panel using this method, then the virtual users and virtual user type
links will all be created for you by Insight. All you need to do is edit the virtual users as required.
Tip
Insight uses colours to differentiate between virtual and non-virtual items. Refer to the table
below.
Icon Colour Item Description
Gold Virtual Item
This is a virtual item. Programming changes will
automatically be saved to all member panels.
Grey Member Item
This is a virtual item in a member panel. You cannot
edit this item directly – edit the item in the virtual panel
instead.
Regular Normal item This is a normal item in a panel. When you edit this
item, changes will be saved only to the panel
containing the item.
70
Creating Virtual Panels
You create virtual panels in Insight Edit with the virtual panel wizard. Ideally, you should create
or enrol the physical panels first, although this isn’t strictly necessary since you can add
member panels later on. When you create a virtual panel, you will normally want Insight to
create virtual users at the same time. You can choose between four methods for this task.
For the following illustrations, imagine you start with two physical panels, A and B, with some
users programmed as shown.
Method 1: Panel With Default Users
With this method, you specify a starting record and the number of users, and Insight creates the
requested number of blank virtual users. Any existing users in the range specified are erased in
each member panel.
Example
Starting record: 1, number of blank users: 3.
Note
Insight considers the first user to be starting record 0, whereas the panel starts number users
with “U00001”. Hence, entering a starting record of 1 corresponds to U00002 in the panel.
Panel A
U002 Master
U003 Peter
U004 Bill
U001 Installer
U005 Frank
Panel B
U002 Master
U003 Sue
U004 Jane
U001 Installer
U005 Sarah
Panel A
U002 Blank
U003 Blank
U004 Blank
U001 Installer
U005 Frank
Panel B
U002 Blank
U003 Blank
U004 Blank
U001 Installer
U005 Sarah
Virtual Panel
VU001 Blank
VU002 Blank
VU003 Blank
71
Method 2: Master Panel
With this method, you specify a starting record and the number of users, and Insight creates the
requested number of virtual users by reading them from a dominant panel. Any existing users in
the range specified are overwritten in the other panels.
Example
Dominant panel: Panel A, starting record: 2, number of users: 2.
Note
Insight considers the first user to be starting record 0, whereas the panel starts number users
with “U00001”. Hence, entering a starting record of 2 corresponds to U00003 in the panel.
Method 3: Empty Panel
With this method, the virtual panel doesn’t contain any virtual users initially. You must add them
later. Any existing users in member panels are unaffected.
Method 4: Generate From Like Records
This method will be implemented in a future version of Insight.
Tip
You can create any number of virtual panels, however each physical panel can only belong in
one virtual panel.
Virtual Panel
VU001 Peter
VU002 Bill
Panel A
U002 Master
U003 Peter
U004 Bill
U001 Installer
U005 Frank
Panel B
U002 Master
U003 Peter
U004 Bill
U001 Installer
U005 Sarah
Virtual Panel Panel A
U002 Master
U003 Peter
U004 Bill
U001 Installer
U005 Frank
Panel B
U002 Master
U003 Sue
U004 Jane
U001 Installer
U005 Sarah
72
To create a new virtual panel:
1. Enrol or create the panels that will be in the member panel. You must start with at least
one panel, you can add more later if required.
2. Right click the site that will contain the virtual panel, and choose “New Virtual Panel” in
the menu that appears.
The virtual panel wizard appears.
3. Click Next.
4. Enter a name for the virtual panel.
5. Tick the panels you want to add to the virtual panel. You can add panels from any site
or sub-site, provided they aren’t already a member of a virtual panel.
6. Click Next.
7. Choose a creation method for your virtual users (see previous pages).
8. Click Next.
9. Depending on the chosen creation method, you may be asked to specify a starting
record and number of virtual users to create. Fill in the required fields, consulting pages
70-71 if necessary. Users in the range specified will become virtual in your member
panels. If you specified “default users” as your creation method, they will be erased. If
you specified “master panel” as your creation method, they will be copied from the
designated panel into the other panels.
10. Click Finish. Your virtual panel is created.
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Note
If you selected a method that creates virtual users, then the virtual users will be written to the
member panels immediately. If any member panels are offline, they will turn red, indicating there
are pending programming changes in those panels.
Note
Virtual users are always created starting with VU00001, even when you specify a starting record
greater than one. See the previous examples for an illustration.
To add a panel to an existing virtual panel without linking Users:
1. In the Insight Toolbar, right click the virtual panel and choose “Properties…” in the menu
that appears.
2. Tick the panels you wish to add to the virtual panel.
3. Click OK.
Note
Users in the virtual panel will not be linked to the newly added panel(s). You must link the users
manually. See pages 70 and 71 for examples.
To add a panel to an existing virtual panel:
To add a panel to an existing virtual panel and automatically link Users:
1. In the Insight Toolbar, right click the virtual panel and choose “Add Panel” in the menu
that appears. This will start the wizard.
2. Tick the panel/s you wish to add to the virtual panel.
3. Select which panel in the virtual panel relationship will be used as the template to
provide the User linking for the new panel. The options are:
“From any panel in the virtual relationship”. This will use a random panel from
the virtual panel.
“From a specific panel in the virtual relationship”. This will allow you to choose
which panel to use as the template. (Recommended option)
4. Click OK.
Warnings
1) Any existing User data in the panel being added will be overwritten if it is put into a
virtual panel relationship using this method.
2) Ensure that the new panel has an appropriate memory size and configuration to support
the number of Users and User Types that are programmed in the template panel.
Think and prepare carefully before adding a new panel to a virtual panel using this method.
Note
Users in the virtual panel will be linked to the newly added panel(s) as defined in the
wizard. The User Type assigned to each User in the new panel will be the same as that
assigned in the template panel, however, the User Type programming (including name) is
not copied into the new panel.
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To delete a virtual panel:
1. In the Insight Toolbar, right click the virtual panel you wish to delete and choose
“Delete” in the menu that appears.
2. Click Yes. The virtual panel is deleted.
Warning
Deleting a virtual panel cannot be undone, except by creating a new virtual panel and setting it
up again. Think carefully before deleting a virtual panel.
Tip
Deleting a virtual panel doesn’t delete the member panels, and their programming remains
unchanged. Future programming changes can only be made on the individual panels, unless
you create a new virtual panel.
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Insight Card Pool
Insight Card Pool lets you assign, manage and examine access control cards in an Inner Range
security system.
Use Insight Card Pool to:
Create direct entry and site code card pools
Move cards between card pools
Assign cards to users
Mark cards as lost or suspended, or found
Re-activate lost or suspended cards
Automatically create card pools based on panel programming
Detect unassigned cards and add them to card pools
Find and fix duplicate card assignments and other problems of the user programming
The Insight Toolbar lets you navigate between card pools.
The Card Pool Toolbar lets you manage your card pools.
The browse pane displays cards in the selected card pool.
The filter controls let you filter what is displayed in the browse pane.
Using The Card Pool Toolbar
Create a new site code card pool.
Create a new direct entry card pool.
Perform a panel scan and add newly found cards to a card pool.
Get information about Card Pool Manager.
Insight Toolbar
Browse
Toolbar Card Pool
Toolbar Filter
Controls
Browse Pane
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About Card Pools
A card pool is a collection of access control cards which can be assigned to cardholders. Often,
the cards are “keyed” to a particular site and numbered sequentially – these cards are called
site code cards. Such cards store two pieces of information, the site code (which is generally
common between all cards on a site), and the card number which is unique for each card.
Usually, the card number is printed on the card for easy identification. Cards can be enrolled
without a card reader, because the site code and card number are readily identifiable.
Cards that don’t have a site code are called direct entry cards. These cards only have one
piece of information, the card number. Because there is no unique site information encoded on
the card, typically this number is quite long and therefore isn’t usually printed on the card. These
cards have to be physically enrolled at a card reader to be enrolled into the system.
Regardless of which method is used, data is encoded on the card using binary numbers (0’s
and 1’s). The length of this encoding (i.e. the number of binary digits or ‘bits’) determines the
“card format” (e.g. 26-bit, 34-bit etc.) The more bits, the more unique cards that can be
represented.
Card pools simplify the management of cards at a site by streamlining the assignment of cards
to users and introducing the ability to tag cards as lost or suspended. Cards can be returned to
the card pool, which makes them available for re assignment.
Note
You can have any number of direct entry or site code card pools.
Warning
Insight Card Pool ignores tenancy rules. Operators will be able to see the names of cardholders
that don’t belong in their tenancy.
Migrating To Card Pool
If you are migrating to card pool and already have cards programmed in your panels, you
should use Card Pool Manager to add these cards to a card pool.
To migrate to Card Pool in an existing installation:
1. Use the Auto Create Card Pools menu option to create card pools based on panel
programming (see To automatically create card pools based on panel programming:”
on page 77).
2. Add any other card pools you require (for example, corresponding to unissued cards).
See “To manually create a direct entry card pool:” and “To manually create a site code
card pool:” on page 77.
3. Use the Panel Scan button to detect unassigned cards and add them to your card pools
(see “To allocate unassigned cards to card pools:” on page 82).
4. Optionally, use the “Card Scan” to detect and fix problems with card programming and
assignment.
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Working With Card Pools
You can create card pools in one of two ways. At any time, you can manually create a card
pool. When you manually create a card pool, you specify:
The type of card pool (direct entry or site code).
The name of the card pool.
The site code (for site code card pools).
If no card pools are present, you can automatically create card pools based on panel
programming. Insight Card Manager looks at the site code programming of each panel, and
creates corresponding site code card pools if they don’t exist already. A direct entry card pool is
also created.
To manually create a direct entry card pool:
1. Select to create a new Direct Entry card pool:
Click the Direct Entry button on the Card Pool toolbar ( ), or
Select “New Card Pool Direct Entry” in the File Menu, or
Right-click the “All Card Pools” icon in the Insight Toolbar and select “New Card
Pool Direct Entry” from the context menu.
2. Enter the name for the new card pool.
3. Click OK.
Note
Card Pool Manager expects cards to be badged at an Inner Range Card Enrolment Station (part
number 994500) connected to a PC serial port.
To manually create a site code card pool:
1. Select to create a new Site Code card pool:
Click the Site Code button on the Card Pool toolbar ( ), or
Select “New Card Pool Site Code” in the File Menu, or
Right-click the “All Card Pools” icon in the Insight Toolbar and select “New Card
Pool Site Code” from the context menu.
2. Enter a name, site code and site code offset for the card pool. The site code offset is
not normally required. However, you must specify an offset if the card number range
overlaps any other site code card number range in any given panel. For more
information, refer to your Concept system programming documentation.
3. Click OK.
Tip
Insight expects the card number field to be entered in decimal. The Site Code may be entered in
the hexadecimal or decimal field depending on the card format. Insight does the conversion
from hexadecimal to decimal or reverse automatically as you type into the box
To automatically create card pools based on panel programming:
1. In Insight Edit, program the site codes for your panel.
2. In Card Pool Manager, click the Auto Create button on the Card Pool toolbar ( ), or
select “Autocreate Cardpools” in the File Menu. This menu option is only available if
there are no card pools in the system. If a site code is found in any panel with no
corresponding card pool, the card pool is created. A direct entry pool is also created.
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Tip
If you have already issued cards to cardholders, you should use the panel scan feature to
update the contents of your card pools. See page 82.
.
To add cards to an existing direct entry card pool:
1. Right-click the card pool in the Insight Toolbar.
2. Select “Add cards” in the context menu.
3. Select the card format.
4. Select the COM port of your card reader.
5. Click the Start Read button.
6. Badge one or more direct entry cards to add them to the direct entry card pool.
To add cards to an existing site code card pool:
1. Right-click the card pool in the Insight Toolbar.
2. Select “Add cards” in the context menu.
3. Specify how you want the cards to be added, as follows:
Enter range manually: adds a sequential batch of cards without badging them.
Swipe range: adds a sequential batch of cards, you swipe the 1st and last card.
Swipe cards: adds cards one at a time as you badge them.
4. If you chose “swipe range” or “swipe cards”, specify the card format and COM port, then
click Start Read and badge your cards.
5. Click OK.
Tip
If you change COM ports while Insight is waiting for you to badge a card, then badging is
aborted. Click the Start button to resume badging.
To merge card pools:
1. Drag one card pool onto the other in the Insight Toolbar.
Note
You can only merge a Direct Entry card pool into another Direct Entry card pool, or a Site Code
card pool into another Site Code card pool with the same site code.
To delete a card pool:
1. Right-click the card pool in the Insight Toolbar.
2. Select “Delete card pool” in the context menu.
3. If the card pool contains any assigned cards, you are asked if the users’ card
programming should be erased by this operation. Select “No” if you want to retain the
users’ card programming.
To delete all cards from a card pool:
This is faster than multi-selecting all cards in the browser pane and deleting them.
1. Right-click the card pool in the Insight Toolbar.
2. Select “Delete all cards” in the context menu.
3. If the card pool contains any assigned cards, you are asked if the users’ card
programming should be erased by this operation. Select “No” if you want to retain the
users’ card programming.
Using The Browser
The browser pane in Card Pool Manager shows the status of cards in a card pool, and also lets
you quickly assign and return cards, tag cards as lost, found, or suspended, reactivate them,
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add notes, plus inspect and fix a the assignment of cards.
The browser pane shows the status of all cards in the currently selected Card Pool. The
meaning of each column is explained below.
Heading Description
Card Pool Name The name of the pool containing this card.
Card Number The card number. For site code cards, this is the
decimal card number component without the site code.
For direct entry cards, this is the entire card number (in
hexadecimal).
Card Type Either direct entry or site code. For site code cards, the
site code is also displayed (in decimal).
Card Status Available: the card is waiting to be assigned.
In Use: the card has been assigned to a cardholder.
Lost: the card has been lost.
Suspended: the card has been suspended.
Card Assigned To For cards that are in use or lost, indicates who the card
is assigned to.
Date/Time Last Updated The date and time the status of this card most recently
changed.
Reactivate For cards that are lost or suspended, indicates who the
card will be assigned to if it is reactivated.
Last Assigned To For cards that are returned from the lost or suspended
states, this column indicates who the previous assignee
was.
Quick Note Operators can enter general comments in this field.
You can filter the browser pane on a range of criteria. Only cards matching the criteria are
displayed.
To apply a filter to the browse pane:
1. Select a criterion in the Select Filter box.
2. Enter a text string in the Filter Text box. Insight hides cards that don’t match the filter
text.
Tip
To stop filtering, clear the contents of the Select Filter box.
Managing Cards
When card numbers are programmed for users in some panels, these cards are programmed.
You manage cards by assigning them in Insight Card Pool or Insight Edit. Cards can be
marked lost or suspended in both Insight Edit and Insight Card Pool, and they can be returned
or reactivated in Insight Card Pool.
In the browse pane, multi-selection is possible. Any of the actions can be carried out on multiple
80
cards where this makes sense (e.g., assigning multiple cards is not possible, but returning them
is). You can select all cards in the browse pane with Ctrl-A.
To assign cards from a card pool:
In Insight Edit, see “To assign a card from a card pool:” on page 50; or
Use the Panel Scan (see page 82) to assign one or more cards to card pools which
have already been programmed in users’ panel programming; or
In Insight Card Pool: In the Insight Toolbar, select the card pool that contains the card
you want to assign. In the browse pane, right-click the card and select “Assign To…”
Note
If a person is programmed as a user in multiple different panels and/or virtual panels, the same
card can be assigned to all of those users, because they all actually correspond to the same
actual person (this is the intended modelling). For this reason, both cards marked as ‘Available’
and ‘In Use’ are assignable. But it is impossible to assign an already assigned card to another
user within the same physical or virtual panel in which it is already assigned and keep the
original assignment, as this would create duplicate card programming. In the panel, if two users
are programmed with the same card number, and this card is badged at a card reader of this
panel, the panel will always assume that it is the user of the two with the lower user number who
is entering, so the other user will never be identified.
1. Browse to the user who you want to assign the card to.
2. Hit “Apply” if you want to assign the card to more users. Hit “OK” if you want to assign
the card to only this user and finish at the same time.
3. Hit “Cancel” to finish assigning this card.
Note
If the selected user already had a different card, this card will be removed from them first. If
another user in this panel had this card before, then the card will be taken from them and
assigned to the selected user.
To mark a card as lost:
1. In the Insight Toolbar, select the card pool that contains the lost card.
2. In the browse pane, right-click the lost card and choose “Lost” in the menu that appears.
The status of the card is changed to “lost”. The previous user is shown in the
“Reactivate To:” field of the card.
General info
about the card
List of panel
users who
already have this
card assigned
List of panels where the
site code of the card is
programmed, so this
card can badge in
Tree of users in the
system. Select the user
here who to assign the
card to. Card No: 6128 (site code) (Card Pool: IR)
Tool tip shows current
card assignment state of
this user
81
To suspend a card:
1. In the Insight Toolbar, select the card pool that contains the lost card.
2. In the browse pane, right-click the card and choose “Suspend” in the menu that
appears. The status of the card is changed to “suspended”. The user who had the card
is shown in the “Reactivate To:” field of the card.
To re-activate a lost or suspended card:
1. In the Insight Toolbar, select the card pool that contains the lost or suspended card.
2. In the browse pane, right-click the card and choose “Reactivate” in the menu that
appears. The card will be reassigned to the user listed in the “Reactivate to” column.
Note
If a card is lost or suspended, do not delete the user who held it before. If you do, don’t try to
reactivate the card, it may be reactivated to an unprogrammed user or to a different person.
To return a lost card to the card pool:
1. In the Insight Toolbar, select the card pool that contains the lost card.
2. In the browse pane, right-click the card and choose “Found” in the menu that appears.
The status of the card will be changed to “available” and the identity of the previous
cardholder will be displayed in the “last assigned to” column.
If a suspended card is lost:
1. In the Insight Toolbar, select the card pool that contains the card.
2. In the browse pane, right-click the card and choose “Lost” in the menu that appears.
The status of the card will be changed to “Lost”. The column “Reactivate To” remains as
before.
To return a card to the card pool:
1. In the Insight Toolbar, select the card pool that contains the card.
2. In the browse pane, right-click the card and choose “Return” in the menu that appears.
The status of the card will be changed to “available” and the identity of the previous
cardholder will be displayed in the “last assigned to” column.
If this card was issued to multiple users across different panels (hopefully all
representing the same person), then this applies to all those users, and all those users
have their card programming reset.
To move cards between card pools:
1. Select the cards you want to move, then drag them onto the target card pool in the
Insight Toolbar.
Note
You can only move Direct Entry cards into Direct Entry card pools, and a Site Code cards into
Site Code card pools with the same site code.
Tip
Changes you make in Card Pool are saved automatically.
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Note
If your changes affect a cardholder in a panel and the panel is online, changes will be written to
the panel immediately. If the panel is offline, changes will be written the next time it is
connected.
Panel Scan for Unassigned Cards
Unassigned cards are cards that have been programmed in Insight Edit for a cardholder, but
don’t exist in any card pools. These will be there if Card Pool was licensed after the cards were
programmed. You can use Card Pool Manager to scan for unassigned cards and add them to
your card pools.
To scan for unassigned cards:
1. Select
‘Panel Scan’:
Click the Panel Scan button on the Card Pool toolbar ( ), or
Select ‘Panel Scan’ in the File menu.
2. Insight scans panel programming, then displays the Assign Users To Card Pool
window. If any unassigned cards are detected, they are displayed in the list.
To allocate unassigned cards to card pools:
1. Select the cardholders whose cards you wish to assign to a card pool.
2. Select the card pool in the upper right corner.
3. Click the “Assign to Card Pool” button.
4. You can repeat steps 1-3 to assign cards to different card pools. The results of the
actions taken are displayed in the Log window.
5. Click the Close button when finished.
Tip
If you change your mind, you can assign a card you previously assigned to one card pool to
another.
Card Scan
A ‘Card Scan’ shows you all places in the system where a particular card is programmed or
assigned. It can help detect all users of a card and correct common problems such as:
Creating missing links between cards and users who hold them.
Unassigned
cards found
Card Pool
selected
Log (Message)
window
Assignment
Button
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Finding and eliminating duplicate cards or other unintentionally assigned cards.
Finding missing site codes (and programming them in the panels where they are
missing).
Correcting an incorrect card state.
Removing a card from all users who hold it.
Associating a card to all users who are programmed or assigned to have that card.
Correct implicit site card programming. If a user has a ‘site code’ card with card number
0, the user is assumed to have a card with the user number as the card number. This
‘implicit’ card programming is problematic because it is not readily visible and does not
translate well into virtualisation of panels.
Remember, a card is programmed for a user if the user has this card programmed in their
panel programming. It is assigned to the user if it exists in the card pool, and the card pool
shows this user as owner of the card. The card is correctly associated with the user if it is both
programmed and assigned to them. The Card Scan detects if this is correctly done for the
scanned card, and can fix the situation if it finds any problems.
To scan a single card
1. Right-click the card in the browse pane and select ‘Scan’ in the context menu, or
Double-click the card.
To scan multiple cards
1. Select all cards to scan in the browse pane. You can select all cards at once with Ctrl-A.
2. Right-click and select ‘Scan’ in the context menu.
The Card Scan is a complex procedure and can be slow in large databases, but if you select
multiple cards, most of it is done in the background. The dialog displays a count of the cards
that were not scanned yet, and of the major and minor problems that were found while
scanning. Major problems, indicated with a red cross ( ), are:
A wrong card state (card marked ‘In Use’ when it has no users).
A user has this card assigned, but not programmed.
A user has the card programmed implicitly, i.e., the user has a site code card number of
List of cards to
be scanned Detail of
currently
selected card
Assigned users
of currently
selected card
Panels where the
site code of this
card is programmed
Tree of virtual and physical
users who have this card
assigned or programmed,
with a symbol to indicate
their problem status.
Log window
Card Scan happens in the
background. Here is a count
of the yet unscanned cards.
Count of the
problems found while
scanning the cards.
For a card that was already
scanned, the ‘User Count’
column displays a symbol to
indicate the problem state
of the card.
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0. For a physical user, their actual card number is then the user number. For a virtual
user, the card number can possibly not be determined unambiguously.
A user has this card programmed, but not assigned (exception: a physical user
governed by a virtual user does not need to have the card assigned if the parent virtual
user does).
The card has two holders within the same panel (duplicate card).
The card is assigned to a user in a panel which doesn’t have the card’s site code
programmed and activated.
The card is assigned to a virtual user, and the virtual user represents two users in
different physical panels, and the site code is programmed in both panels, but the two
site codes have different site code offsets.
Minor problems are shown with a blue question mark ( ), because they could indicate an
error, or be correct under certain circumstances:
If the card is duplicate, i.e. exists in two different card pools. This could be two
physically different cards with different site codes.
If a user has the card programmed, but a different card assigned. The user could have
a card with the same number, but another site code assigned. Note that if the panel has
the foreign site code programmed, the user will have access at the panel.
If no problem is found with a card or a user, it is marked with a green tick( ).
Troubleshooting cards with the Card Scan dialog
To operate on a single user of a card:
1. With the card selected, select the user (physical or virtual user) in the user tree.
2. Click “Associate” if you want to fix and complete the user’s card programming, so that
the card is correctly programmed and assigned to this user.
Click “Disassociate” if you want to completely revoke the user’s card programming, so
that the card won’t be assigned to the user, and the user won’t have this card
programmed any more.
To operate on one or multiple cards:
1. Select the card or cards you want to operate on. Ctrl-A selects all cards in the list..
2. The following card reprogramming buttons are only active if the card is incorrectly
associated:
Click “Associate All” if you want to correctly program and assign each card to all its
users found.
Click “Disassociate All” if you want to remove this card from all its users found.
Click “Autofix” to fine-tune the actions executed on all selected cards.
Autofix Options:
“Assign cards to all its users” – this behaves like the “Associate All” button.
“Remove card from all its users” – this behaves like the “Disassociate All” button.
Choose “No change” if you don’t want to operate on user card programming with
this Autofix operation.
“Create missing sitecodes” creates the necessary site codes in panels where they
are missing.
“Remove duplicate users” – when the card scan finds two users of the same card
85
within one panel, the second one is invalid and will be removed (unprogrammed).
“Correct all card states” – makes an educated guess about what the correct state
should be of any card that has a “wrong” (inconsistent) state, and sets it.
To remove the assignment of a card to a user, but not remove the user’s card
programming:
Don’t do this here. In the browse pane, delete the card and select “No” when asked if
you want to remove the user’s card programming.
86
Insight Review
Insight Review lets you search, filter and print security events from your Inner Range security
system. The Professional Edition also includes advanced alarm handling and report generation.
Use Insight Review to:
View live and archived review
Search and filter review data
Specify advanced alarm rules (professional edition)
Acknowledge alarms (professional edition)
Generate reports (professional edition)
The Insight Toolbar lets you manage your sites and panels (page 18).
Review Windows let you search, filter and display review (page 88).
Insight
Toolbar
Browse
Toolbar
Review Windows
Review Toolbars
Review
Filter
Stacks
Filter Stacks Ex
p
lorer Toolbar
87
Underlying Concepts
Inner Range panels maintain an audit trail of access control and alarm events known as review.
Depending on the size and configuration of the panel, this can be up to 6500 entries. Once the
review log is full, it slowly begins overwriting itself.
Insight uploads review from panels whenever it is connected, and stores it in a permanent
archive. The archive can be examined in real time (as new events are added by panel activity)
or historically. Because Insight keeps a permanent archive, it does not matter when the panel
review log overwrites itself.
Warning
Insight only receives review from panels while they are connected. If events occur when a panel
is disconnected, they are queued and received by Insight the next time a connection occurs.
The number of events that can be queued varies depending on panel size, but is guaranteed to
be at least 300 events and will be at most 6,500 events.
Warning
Insight tracks review via the Insight comms task ([Menu], [7], [3], [1] at any terminal). If this
comms task is stopped and started (manually or via the Control Module being reset) then Insight
cannot determine which review events are ‘unseen’. In this case, you must move the review
pointer manually. See page 92.
Previous Software
In PCDirect and WinDirect, review was received automatically during online edit mode. With
Insight, panels might not be ‘connected’ even when Insight is running. To understand panel
connections, see page 28.
Tip
Insight uploads review from panels whenever they are connected, even if the Review module is
not running.
Insight Audit Events
Insight generates its own review entries called audit events. Audit events are generated when
operators log on and log off, when alarms are acknowledged and when items are edited in
Insight Edit.
Tip
You can filter specifically for audit events. Open a review window, add a new Thing filter, and
set the thing to “Insight Audit”.
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Review Windows
Review is examined in a window called the review window. You can have as many review
windows open at a time as you like, each with its own set of filters. To open a new review
window, select “New…” from the File menu, or press CTRL+N.
Review Preferences and Review Colouring.
A number of options are available to customize the way in which review events
appear in the Review Window, and the way in which they are audibly
annunciated on the computer.
The “Preferences” and “Review Colouring” dialogues for these options can be
accessed from the Edit Menu.
Insight Review Preferences
Optional “beep” and “Play a Sound File” options are
available for panel “Xmit” review events. i.e. Review
messages for events that have been programmed in the
panel to be reported.
Sound files can be selected independently for Alarm
Notifications and Restores by selecting one of the three
sound file options in the Insight library, or a custom “wave”
sound file (.wav file extension).
Sounds are enabled for Notifications and Restores by
default.
Review
Period Filter
Thing Filter
Review Toolbar
Filter Stack
89
Insight Review Colouring.
Colours can be selected from a range of 48 basic colours
and up to 16 custom colours for the “foreground” (text) and
“background” of a number of important types of review
events.
Factory default settings are provided, and these can be re-
instated at any time by clicking on the “Reset to Factory
Defaults” button.
Clicking on the column-heading, sorts the Review Types in
alphabetical or reverse alphabetical order.
Clicking on the appropriate cell in the Foreground or
Background column opens the colour selection dialogue.
Select the colour and click on OK to save your choice.
Using the Review Toolbar
Open a new review window.
Open a saved filter stack.
Save the current filter stack.
33 Show or hide the filter stack.
Add a new filter to the filter stack (and stops review processing).
Turn auto-scroll on or off.
Clear the current window. Disabled if review processing is enabled.
Starts and stops review processing for this window.
Create a filtered report.
Select review archive.
Using the Filter Toolbar
Open a saved filter.
Save the filter for use later.
Remove the filter from the filter stack.
Toggle and/or logic. If and is selected, review must match this filter as well as
previous filters. If or is selected, review only has to match this filter plus any
subsequent and filters.
To Examine Review:
1. Open a new review window (CTRL+N)
2. Load or modify the filter stack to suit your requirements
3. If your filter stack includes the “all review”, “live review” or “last…” filters, and you want
review to appear as it happens at the panel, make sure the panel is connected in the
Insight Toolbar.
4. Click the “GO” button.
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Filtering Review
Since Insight saves every single review event ever received, the number of events can grow to
a large number. Usually, you will only be interested in examining review from a particular time
period or from a specific panel. You can quickly isolate review of interest by applying filters.
About Filter Stacks
Each review window has a filter stack applied to it. A filter stack is a collection of one or more
filters which are “stacked” between the window title and the window contents. When you modify
the filter stack, you change what review events are displayed in the window.
Tip
You can hide the filter stack by clicking the show/hide filter stack button. The filters still apply
even when hidden.
Time Filters
Time filters let you filter for review that occurred at a certain time. There are five types of time
filters.
On: Lets you specify a particular day. You can also specify a time interval on
the specified day, for example 18:30 to 19:15.
From / To: Lets you specify an interval that spans more than one day. For example,
midday on March 15 until 8pm on April 3rd.
Last: Lets you specify review that occurred within a certain range of the current
time. For example, the last 45 minutes or the last 2 weeks. As time passes,
entries will disappear with this filter type.
Live Review: This special filter type matches any review that is received live from a
connected panel.
All Review: This special filter type matches ALL review unconditionally, including live
review from connected panels.
Thing Filters
Thing filters let you filter for review that concerns a particular item. Refer to the table below.
I want to… This is achieved by…
See review from a specific panel. Select the panel thing filter.
Exclude review from a specific panel. Select the panel thing filter, then set the
matching option box to “isn’t”.
See review that contains certain text. Select the text compare thing filter.
Exclude review that contains certain text. Select the text compare thing filter, then set
the matching option box to “isn’t”.
See review for a particular user, door, area,
time zone, function zone, calculated auxiliary,
diary, input or module.
Select the user, door, area, time zone,
function zone, calculated auxiliary, diary or
module thing filter.
Exclude review for a particular user, door,
area, time zone, function zone, calculated
auxiliary, diary, input or module.
Select the user, door, area, time zone,
function zone, calculated auxiliary, diary or
module thing filter, then set the matching
option box to “isn’t”.
See review that is a particular type (e.g. area
on/off, system messages, user access etc.) Select the review type thing filter.
Exclude review that is a particular type. Select the review type thing filter, then set the
matching option box to “isn’t”.
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I want to… This is achieved by…
See XMIT entries. Select the XMIT thing filter. (XMIT entries are
review messages flagged as ‘important’ by the
panel).
Select review for a particular XMIT message
type. Select a thing filter that starts with an asterisk.
See all Insight audit events. Select the Insight audit thing filter.
See edits made to panel programming, Insight
programming or Insight permissions. Select the audit panel items, audit insight
items or audit permissions thing filter.
See operator log-ons and log-offs. Select the audit operator log thing filter.
See panel enrolments. Select the audit sync panel thing filter.
Paid Feature
Not all of these filters are available in Insight Installer.
You can combine any number of time and thing filters to create more complex rules. For
example, by adding three filters you could show only review from “Panel A” that occurred in the
last hour and contains the word “granted” in the message.
To add a filter to the filter stack:
1. Click
the add filters button in the toolbar ( ) and choose the appropriate type.
2. Modify the filter according to you requirements.
3. If this isn’t the only filter in the stack, click the and/or button to determine how this filter
interacts with the other filters in the stack.
4. Click the go button ( ) to activate review processing for the window.
Tip
You can search for items in the review window. Choose “Find…” from the Edit menu, or press
CTRL+F.
To copy review to the clipboard:
1. Select the item(s) you want to copy.
2. Choose “Copy” from the Edit menu, or press CTRL+C.
Tip
You can select multiple rows by holding down the Shift or Control keys whilst clicking in the
review window.
To save review to a text file:
1. (Optional) select the entries you want to save.
2. Choose “Save As…” from the File menu.
3. To save all events, click the All Entries radio button. To save the events you selected in
step 1, click the Selected Events radio button.
4. (Optional) enter a name for your file.
5. Click Save.
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Moving The Review Pointer
If the Insight comms task is reset, then Insight cannot determine which review entries have not
been processed. In this case, it is possible to move the review pointer manually.
To move the review pointer:
1. Right click the panel in the Insight Toolbar and choose “Review” in the menu that
appears, then choose “Move Back…”.
2. Enter how far back you want to move the review pointer.
3. Click Close.
Warning
Moving the review pointer may cause duplicate review entries to be recorded. This feature is
recommended for experts only.
Basic Reports
Insight includes report templates for most common reporting activities, including user access,
door access and alarm reports. Refer to the table below.
I want to… This is achieved by…
Create a report showing all review events. Use the all events report.
Create a report showing all comms task triggers. Use the all alarms report.
Create a report showing all XMIT events. Use the XMIT alarms report.
Create a report showing user activity. Use the user access report.
Create a report showing door activity. Use the door access report.
Create a report showing lift activity. Use the lift access report.
Create a time on site report. Use the time on site report.
Create a report showing events matching a
complex filter. Create a filter stack report.
To generate a basic report:
1. Select the desired report from the Reports menu.
2. Specify the criteria for your report.
3. Click OK. Insight generates the report.
Tip
You can copy all or part of the report into the Windows clipboard. Select the portion you want to
copy, then choose “Copy” from the Edit menu, or press CTRL+C. Formatting will be preserved if
you paste the report into a compatible application such as Microsoft® Word.
To print a report:
1. Choose “Print…” from the edit menu.
Tip
If your report doesn’t paginate correctly, then regenerate the report and change the “records per
page” value to something else.
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To save the report to disk:
1. Choose “Save As…” from the File menu, or press CTRL+S.
Tip
The report is saved in HTML format and can be opened by any web browser.
To find text in a report:
1. Choose “Find…” from the Edit menu, or press CTRL+F.
Custom Reports
You can generate a report based on complex rules and filters. Creating custom reports is a two-
step process. First, a filter stack is created that specifies the criteria for the report. Then, the
report is generated.
To create a custom report:
1. If necessary, create a new review window (select “New…” from the File menu, or press
CTRL+N).
2. Add time filters and thing filters to your review window until it is filtering for the data you
want (see page 90).
3. Test your filter stack by pressing the Go button in the toolbar ( ).
4. Click the Filtered Report button in the toolbar ( ). A report is generated matching the
criteria in the filter stack.
Tip
If you save the filter stack with the Save Filter Stack button ( ), then you can quickly access
the report by choosing “Filter Stack” from the Reports menu, then selecting your saved filter
stack. Make sure you are saving the Filter Stack, and not an individual filter - the Save Filter
Stack button is next to the Hide Filter Stack button ( ) at the top of each review window.
Time On Site Report
With Insight you can generate a Time On Site report.
The key features of the Time On Site report are:
1. Fully customisable report criteria including
flexible start and end times, multiple shift times,
cardholders, doors.
2. Selectable reporting fields.
3. Choice of detailed or exception reporting modes.
4. Customisable shift tolerance.
5. Provision for worker breaks of customisable
duration.
6. Option to export to CSV (Comma Separated
Values) file readable by Excel & other software.
7. Option to export to MYOB, Tenix or Custom file.
8. Six ‘report inaccuracy’ validation triggers.
9. Ability to load and save all report settings.
Paid Feature
Time On Site reporting is licensed separately as part of the Insight Advanced Reporting Licence
and requires Insight Professional to operate.
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To generate a Time On Site report:
1. Choose “Time On Site” from the Reports menu.
2. On the Time/Date tab, specify the starting and ending date and time for the report.
3. Define one or more shifts for the report.
4. On the Panels/Users/Doors tab, select at least one cardholder and door. Any number of
additional doors and cardholders can be specified, across multiple Panels if required.
5. On the Fields tab, tick the fields you want included on the report.
6. On the Detailed/Exception tab, choose between a detailed report (which includes all
time on site information) and an exception report (which only includes entries that match
specified exception criteria, such as minimum or maximum hours per day/week/month).
7. If you want to export the data in addition to generating the report, tick the Generate
Export File box on the Export tab, and choose your Export Type (Custom, MYOB or
Tenix). Once you have chosen the export type, you can then choose your export
settings relevant to that type. If you choose the “Custom” type, you will need to setup
the file format. See “To setup a custom export type format” below.
8. Choose which review archive to run the report on. The default is “current”, which
contains review that hasn’t been archived.
9. If you want to save the report settings, click the Save Settings button.
10. Click OK to generate the report.
To setup a Custom export type format:
1. Choose “Custom” from the
Export Type drop-down list.
2. Select “Edit Custom Output
Format”.
3. Define the content of the
Header, User Summary
record, Ingress/Egress
record and Footer sections.
The required data fields,
separators, format
identifiers, etc. are added by
selecting an insertion point
and double-clicking on an
item in the “Substitution
Fields” list. Normal text can
also be entered by typing.
4. Click OK to accept the
settings for this report.
Date and Time formatting.
In the custom export format definitions; the operator can specify a date format by including a
format phrase in square brackets [].
e.g. User exited at: ^LASTOUT[%H:%M]\^
For example, a “User Summary Record: (repeated for each user)” line like this:
^USERDEFINED1\^^COMMA\^^LASTOUT[%d/%m/%Y,%H:%M]\^^COMMA\^^ACCES
SPOINTLAST\^^NEWLINE\^
Could produce an output line like this: 666777,18/06/2008,11:25,TOS Door
The formatting codes for the date / time fields are listed below:
%a Abbreviated weekday name
%A Full weekday name
%b Abbreviated month name
%B Full month name
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%c Date and time representation appropriate for locale
%d Day of month as decimal number (01 – 31)
%H Hour in 24-hour format (00 – 23)
%I Hour in 12-hour format (01 – 12)
%j Day of year as decimal number (001 – 366)
%m Month as decimal number (01 – 12)
%M Minute as decimal number (00 – 59)
%p Current locale's A.M./P.M. indicator for 12-hour clock
%S Second as decimal number (00 – 59)
%U Week of year as decimal number, with Sunday as first day of week (00 – 53)
%w Weekday as decimal number (0 – 6; Sunday is 0)
%W Week of year as decimal number, with Monday as first day of week (00 – 53)
%x Date representation for current locale
%X Time representation for current locale
%y Year without century, as decimal number (00 – 99)
%Y Year with century, as decimal number
%z, %Z Either the time zone name or time zone abbreviation, depending on registry
settings; no characters if time zone is unknown.
%% Percent sign
Note that only the following codes are relevant when defining a time span:
%d Day of month. Must be used alone & is specified as a decimal number.
%H, %M and %S Hour, Minute and Second. May be used together.
The # flag may prefix any formatting code. In that case, the meaning of the format code is
changed as follows.
Format Code Meaning
%#a, %#A, %#b, %#B, %#p, %#X,
%#z, %#Z, %#% # flag is ignored.
%#c Long date and time representation, appropriate for current
locale. For example: "Tuesday, March 14, 1995,
12:41:29".
%#x Long date representation, appropriate to current locale.
For example: "Tuesday, March 14, 1995".
%#d, %#H, %#I, %#j, %#m, %#M,
%#S, %#U, %#w, %#W, %#y,
%#Y
Remove leading zeros (if any).
Note
Insight will automatically flag users whose report data may include inaccuracies. Users are
flagged who trigger any of the following events:
1. Two or more consecutive ‘Door Out’ events without an intervening ‘Door In’ event.
2. Two or more consecutive ‘Door In’ events without an intervening ‘Door Out’ event.
3. First event in shift is ‘Door Out’.
4. Last event in shift is ‘Door In’.
5. No ‘Door Out’ events in shift.
6. No User/Door Access review entries.
Tip
You can specify a shift tolerance when generating a time on site report. In and Out events
occurring within the specified tolerance will be included in the report.
Tip
You can specify customisable worker breaks. Time off site will be ignored if it is less than the
specified interval.
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To generate a report using saved settings:
1. Choose “Time On Site” from the Reports menu.
2. Click the Load Settings button.
3. Navigate to your saved settings file.
4. Click Open.
5. (Optional) make any desired settings changes prior to running the report.
6. Click OK to run the report.
Alarms
Insight provides advanced, customisable alarm recognition and response. The key features of
Insight alarm handling are:
Four alarm levels: low, medium, high and critical.
Define any number of customisable alarm events with complex filters.
Customisable alarm reaction including sound effects and opening schematic maps.
Automatic user photograph pop-up.
Customisable help response messages.
Customisable operator responses.
What is an alarm?
For clarity, we define two different types of alarm:
- Panel alarms (also called XMIT entries) are security conditions detected in the field by a
Control Module and flagged as an alarm. Usually, you will want these alarms to be handled as
an alarm condition in Insight.
- Insight alarms are defined by Operators. They may or may not be based on an XMIT entry.
Insight Alarms are much more flexible than panel alarms, because you can choose exactly what
conditions must be satisfied for the alarm to be raised.
The way Insight reacts to an alarm is controlled by an alarm response. When Insight is first
installed, it has a single alarm response set up that handles all panel alarms. You can modify or
remove this alarm response, and you can add any number of additional alarm responses.
Alarms are displayed in the alarms window, and must be acknowledged. In any module, the
number of outstanding alarms is displayed in the lower right hand corner of the screen.
Paid Feature
Alarm handling is not available in Insight Installer.
Acknowledging Alarms
When an alarm occurs, a number of things will
happen, depending on the rules specified in the
corresponding alarm response. Typically, an
alert sound is played and the alarm count starts
flashing.
To open the alarm handler window:
1. In any module, click the alarm count in
the status bar (bottom right).
To acknowledge an alarm:
1. Open the alarm handler window.
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2. Select the alarm you wish to acknowledge. (You can select multiple alarms with the shift
and control keys).
3. Click the Acknowledge Alarm button ( ). Depending on the alarm response options
the Alarm Acknowledge screen appears.
4. If the alarm requires an acknowledgement message, then enter your acknowledgement
text. You can select from pre-defined operator
responses by clicking the down-arrow at the
right edge of the field.
5. Click OK. The alarm is removed from the alarm handler window.
Working With Alarm Responses
An alarm response defines what rules constitute an alarm and also specifies how Insight reacts
when it occurs. Alarms are defined using a filter stack. When incoming review matches the filter
stack, the alarm is triggered. A triggered alarm can be configured to attract the Operator’s
attention in a variety of ways. Triggered alarms are added to the alarms window and must be
acknowledged.
To create a new alarm response:
1. In any module, click the alarm counter (bottom right corner). The Alarm Handler window
opens.
2. On the Edit Alarms menu, choose “New
Alarm Response” and navigate to the
type of review event you want to base
the alarm response on. A new filter stack
is created matching your criteria, and the
Alarm Response window is displayed.
3. Enter the settings for this alarm response
(see below).
4. Click OK.
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Options Tab
This defines the basic properties of the Alarm Response.
Item Description
Name The name of the alarm response, used for identification only.
Alarm Level Specifies the urgency of the alarm. Since the alarm window
can be filtered to only show a certain level and above, this
can be used to prioritise alarms.
Response Help Specifies the help text that should be displayed when the
alarm is acknowledged.
Operator Response If ticked, the operator must enter a text message when
acknowledging the alarm. If cleared, no text message is
required.
Enabled If ticked, alarm processing occurs normally for this alarm
response. If cleared, the alarm response is ignored.
This Alarm will be
Acknowledged Automatically If ticked, no operator action is required - Insight will
acknowledge the Alarm automatically and the Alarm will not
appear in the IR Alarm Handler window.
Message Tab
Controls the Message displayed to the Operator in the Alarm Response window.
Item Description
Alarm Response Message A description of the alarm. This text is displayed next to the
alarm in the alarm handler window.
Text Colour When the alarm occurs, the text will be this colour in the
alarm handler window.
Background Colour When the alarm occurs, this colour will be behind the alarm
in the alarm handler window.
Immediate Tab
Allows Insight to perform actions immediately upon receipt of this type of Alarm Insight Review.
Item Description
Beep PC’s internal Speaker When the alarm occurs, the internal PC speaker is beeped.
Play a Sound File When the alarm occurs, the specified sound file is played. To
choose a custom sound, press the Custom radio button, then
browse to the sound file (must be in WAV format). Press the
Test button to hear the alarm sound.
Repeat Count Indicates how many times to play the alarm sound. If set to
continuous, the sound repeats until the alarm is
acknowledged or the mute sounds button is pressed in the
toolbar ( ).
Maximize Window If Insight Review is running, then it will be maximised (in
other words, the window will be expanded to take up the
entire screen). If Insight Review isn’t running, this option is
ignored.
Flash Application Icon In
Taskbar If Insight Review is running, then it will start flashing in the
Windows task bar. If Insight Review isn’t running, this option
is ignored.
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Display Photo-ID User
Verification screen If the review entry that generated the event has a user
associated with it, then the Photo-ID User Verification screen
is displayed.
Start Insight Schematic Launches Insight Schematic.
…when computer name is If this field is used, a Windows machine name (without the
backslash characters) must be specified.
Map In Insight Schematic, specifies which map to display when
the alarm occurs.
Show DVR Camera Live Video Opens a new video window displaying live video from the
specified camera.
Run (immediate tab) You can specify the path, name and command line options of
a 3rd-party software component, which will be executed when
the alarm occurs.
Note
Custom alarm sounds are not backed up by Insight Archiver. If you delete or rename the custom
sounds, then they will not be played by Insight.
Paid Feature
The Display Photo-ID User Verification screen requires a valid Photo-ID licence.
Using the Photo-ID User Verification
Screen
1. The Photo-ID User Verification
Screen will appear in response
to a user event when enabled.
2. The user associated with the
current user event is displayed
in the middle of the screen.
3. The associated review event is
displayed beneath the pictures.
4. Selecting the Previous or Next
button will show the
corresponding user event and
user photo. You can also click
on the previous or next photo to
go to the corresponding event
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Acknowledge Tab
Contains options pertaining to Alarm acknowledgement.
Item Description
Display a Message Box If this option is ticked, then double-clicking an alarm opens
the alarm acknowledgement window. If this option isn’t ticked
and response help is set to none and operator response isn’t
ticked, then double-clicking an alarm silently removes it
without showing the alarm acknowledgement window.
Display a dialog box showing
User Information If the review entry that generated the event has a user
associated with it, then a User Information Window is
displayed when the alarm is acknowledged, unless the Auto
Pop-Up option is ticked. (This is a different window to the
Photo-ID Verification box in the Immediate tab)
Auto Pop-Up If the review entry that generated the event has a user
associated with it, then the User Information Window is
displayed when the alarm occurs. The User Information
option must also be ticked.
Run (acknowledge tab) You can specify the path, name and command line options of
a 3rd-party software component, which will be executed when
the alarm is acknowledged.
DVR Tab
Commands can be sent to cameras and DVRs when an Alarm is received.
Item Description
Execute DVR Command Sends the specified command to the selected camera or
DVR.
Additional Parameters Some commands require additional parameters, which can
be specified in these fields.
Reports Tab
Advanced Reports can be triggered to run upon receipt of an Alarm.
Item Description
Run Report The checkbox runs the selected report when the alarm
occurs.
Additional Parameters Allow you to select from Advanced Reports in the system.
Note
For reports to execute automatically, you must set a valid printer in the settings for the selected
report. If you need to print to a network printer, the IRDB service on the Insight server computer
must be set to run using an account that has access to the network printer(s). See your network
administrator if network printing is required.
Tip
Unlike the Actions in the other tabs, the Actions in the DVR and Reports tab aren’t dependent
on an Insight client module being open at the time the Alarm is received. These actions will
execute when the alarm is received by Insight as long as the Insight server is running.
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Paid Feature
To perform DVR commands on alarms, the Insight DVR Integration Module must be purchased.
Likewise, the Insight Advanced Reporting Module is required to trigger reports on alarms.
To customise which events trigger an existing alarm response:
1. Open the Alarm Handler window by clicking the alarm count.
2. Click the Alarm Responses button in the toolbar ( )
3. Select the alarm response you wish to modify, then click Edit. The alarm response filter
stack is displayed, then the alarm response window is opened.
4. Click Cancel to close the alarm response window. You will be left with the alarm
response filter stack.
5. Modify the filter stack to suit your requirements (page 90). Remember, any review
messages that satisfy your filter stack will generate an alarm.
6. Close the filter stack. Changes take effect immediately.
To modify how Insight reacts to an existing alarm response:
1. Open the Alarm Handler window by clicking the alarm count.
2. Click the Alarm Responses button in the toolbar ( )
3. Select the alarm response you wish to modify, then click Edit. The alarm response filter
stack is displayed, then the alarm response window is opened.
4. Make any changes to the alarm response.
5. Click OK.
Tip
If the filter stack for the alarm response is open, then you can modify the alarm response simply
by clicking the Alarm Response button on the toolbar ( ).
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Working With Help Responses
Help responses are displayed as part of the alarm acknowledgement window. You can create
different help responses for different alarms. You must first create the help response using the
help response editor. You can then attach the help response to an alarm so it will be displayed
during the acknowledgement procedure.
To create a new help response:
1. Open the Alarm Handler window by clicking
the alarm count (bottom right corner).
2. Click the Help Responses button in the
toolbar ( ).
3. Click New.
4. Enter the name and text of the help
response. You can use the formatting tools at
the bottom of the window to control text
colour, size and formatting.
5. Click OK.
To modify an existing help response:
1. Open the Alarm Handler window by clicking the alarm count.
2. Click the Help Responses button in the toolbar ( ).
3. Select the help response you wish to modify.
4. Click Edit.
5. Make any changes you require.
6. Click OK. The next time you acknowledge an alarm with this help response attached,
you will be shown the updated text.
To attach help response to an alarm:
1. Open the Alarm Handler window by clicking the alarm count.
2. Click the Alarm Responses button in the toolbar ( )
3. Select the alarm response you wish to modify, then click Edit. The alarm response filter
stack is displayed, then the alarm response window is opened.
4. Select the Options tab.
5. Click the Response Help field, and select the help response you want displayed.
6. Click OK. When operator’s acknowledge this type of alarm, the help text will be
displayed in the acknowledge window.
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Working With Operator Responses
Operators usually need to enter text when acknowledging alarms. Instead of entering free text,
you can provide “templates” dealing with common responses that the operator can quickly
select.
To create a new operator response:
1. Open the Alarm Handler window by clicking the alarm count.
2. Click the Operator Responses button in the toolbar ( ).
3. Click New.
4. Enter the name and text of the operator response.
5. Click OK.
To modify an existing operator response:
1. Open the Alarm Handler window by clicking the alarm count.
2. Click the Operator Responses button in the toolbar ( ).
3. Select the operator response you wish to modify.
4. Click Edit.
5. Make any changes you require.
6. Click OK.
To apply an operator response when acknowledging an alarm:
1. Double-click the alarm to open the alarm acknowledgement screen
2. In the Operator Acknowledgement field, click the pull-down arrow and choose the
appropriate response. You can optionally modify the text if required.
3. Click OK.
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Insight Advanced Reports
Advanced Reports lets you design and generate a wide range of User Database or Event-based
reports, including muster, user activity and time on site reports.
Use Insight Advanced Reports to:
Run ready-made reports such as muster reports, door access reports and time on site.
Generate extended user reports with photographs.
Design new custom reports based on existing templates or from scratch.
Place coloured text and graphics, drawing shapes, charts, barcodes, tables, forms or
even data from external applications in your reports.
Print professional report documentation.
Export reports in a myriad of formats including HTML, XML, RTF, JPEG, PDF and Text.
Output reports to third party software such as MYOB and other payroll systems
Share reports amongst multiple Insight installations.
This module has undergone a significant upgrade in V4. The main changes are as follows:
Improved usability of the Advanced reports User interface.
Review based reports now support the powerful grouped filter-stack to enable you to
create a vast number of reports.
All advanced reports can be automatically run on a time or panel event based schedule.
New Time on Site report selects users with a filter-stack, so you will no longer need to
update reports every time a new employee starts, or an old one leaves.
Import/Export means that reports can easily be sent by e-mail - great for remote
technical support.
Exception reports allow you to see who hasn't gone through a door.
All report settings are now stored in the server (including the report output format).
Launch
Toolbar
Re
p
ort Tem
p
lates
Insi
g
ht Toolbar
Report
Properties
Status
Bar
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The Insight Toolbar lets you select a built-in report template or customised report.
The Launch Toolbar allows you to launch other Insight applications.
The Report Properties window allows you to design your report.
The Report Preview button displays the last report that you generated.
Paid Feature
Insight Advanced Reports is a separately licensed module.
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Underlying Concepts
Insight Advanced Reports lets you design your own reports using a flexible report designer. The
basis of every report is a report template. The report template dictates the physical
appearance of the report including the position of text and graphics, which Insight fields are
included, any grouping or sorting of the data in the report and any page headers or footers
included in the report. Think of the report template as the physical layout and appearance of the
report.
In addition to the report template, a report requires certain information that assists in preparing
the report. For example, a muster report needs to know which areas of interest should be
included in the report. Insight also needs to know where to send the report – to the screen, to a
printer, to an email contact or to a file. This information is collectively called the report settings.
A report is the combination of a report template and the report settings. Insight requests the
report settings every time you run a report. When you save a report, the report settings are
saved as well, and are used as the default values the next time you run the report.
Insight is pre-installed with a handful of reports. These are called built-in reports. If you change
the report settings, you can save the report under a new name. The saved report is called a
custom report.
Tip
A report template controls how a report looks. The report settings specify what data to feed to
the report, and also where the report is sent (screen, printer, export file etc.).
Working With The Insight Toolbar
The Insight Toolbar provides access to your custom reports
and built-in reports.
To view and manage your custom reports:
1. Make sure the Insight Toolbar is visible (View
Insight Toolbar)
2. Click the Custom Reports tab
To view and manage your built-in reports:
1. Make sure the Insight Toolbar is visible (ViewInsight Toolbar)
2. Click the Built-in Reports tab
Generating Reports
Generating a report requires up to three steps: selecting the report, specifying the report
options, and running the report.
To generate a report without changing report settings:
1. On the Insight Toolbar, click the Custom Reports tab (to generate a report you’ve saved
previously) or click the Built-in Reports tab (to generate a built-in report with default
settings).
2. Right-click the report, and choose “Run Report” in the menu that appears.
Tip
All Advanced Reports can be triggered in response to an Alarm. See the section Working With
Alarm Responses on page 97.
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To generate a report with the option to change report settings:
1. On the Insight Toolbar, click the Custom Reports tab (to generate a report you’ve saved
previously) or click the Built-in Reports tab (to generate a built-in report starting with
default settings).
2. Right-click the report and choose “Report Settings…” in the menu that appears.
3. Specify any data settings for the report (varies according to the report type).
4. Click More Options.
5. Specify the date range, print options and export options for the report as desired.
6. Click OK.
7. If you want to save your settings as a custom report, click Save As and enter a name
and group for the report. The group dictates where the report appears in the Custom
Reports tree.
8. Click Run Report.
Tip
You can create a new group when saving the report. Click the Create New Group button and
specify a name for the group.
Note
If you need to print to a network printer, the IRDB service on the Insight server computer must
be set to run using an account that has access to the network printer(s). See your network
administrator if network printing is required.
To export a report to a file:
1. Select the report you want to export.
2. Right-click the report and choose “Report Settings…” in the menu that appears.
3. Specify any data settings for the report (varies according to the report type).
4. Click More Options.
5. Click the Export Options tab.
6. Specify a name and format for the export file.
7. Click OK.
8. If you want to save your settings as a custom report, click Save As and enter a name
and group for the report. The group dictates where the report appears in the Custom
Reports tree.
9. Click Run Report. The report is exported then the normal report preview appears.
Tip
If you don’t specify a path, then Insight saves the report in the Advanced Reports folder in the
Insight directory (normally C:\Program Files\Insight\Advanced Reports).
Tip
If you want the exported report to be opened by Microsoft® Word®, then select “HTML” as the
export format, and call the export file “filename.doc”. Adding the .doc extension means the
document will be opened by Word, which can parse HTML files (from Word 2000 onwards).
Tip
If you want to export a report to PDF (Portable Document File) format, then generate the report
to screen, then click the email ( ) button in the Preview Toolbar and choose PDF as the
format.
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Built-in Reports
Insight ships with a number of built-in reports. As of version 3.2.1.2., there are three main types
of built-in report: door access reports, extended user reports and muster reports.
The door access reports show when doors in the system have been accessed and by whom.
The extended user report shows the name, company and department of a specified set of
users including their photograph. The muster reports show user access within the last 24
hours, and are used to establish the location of all users currently on site at the time the report
is run.
To generate a door access report:
1. On the Insight Toolbar, click the Built-in Reports
tab and select the type of door access report you
wish to generate. If you’ve created your own
custom door access report, then select it instead
(on the Custom Reports tab).
2. If you want to specify a date range, print or
export the report, right click the report and
choose “Report Settings…”. On the dialog that
appears, click More Options and specify those
settings.
3. Click Run Report.
To generate an extended user report:
1. Select the Extended User Report on the Built-in
Reports tab. If you’ve created your own custom
report based on this report, then select it instead
(on the Custom Reports tab).
2. Right click the report and choose “Report
Settings…”
3. Select the users that should be included in the
report. (Only users who have information in the
First Name, Last Name, Company, Department
or Photograph fields are displayed.)
4. If you want to specify a date range, print or export the report, click More Options and
specify those settings.
5. Click Run Report.
To generate a muster report:
1. On the Insight Toolbar, click the Built-in Reports
tab and select the type of muster report you
wish to generate. If you’ve created your own
custom muster report, then select it instead (on
the Custom Reports tab).
2. Right click the report and choose “Report
Settings…”
3. In the left pane, specify the areas you wish to
run the muster report against.
4. In the right pane, select any muster points you
want to highlight in the report.
5. If you want to specify a date range, print or
export the report, click More Options and specify
those settings.
6. Click Run Report.
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Custom Reports
A custom report contains all of the run-time settings of a report (such as input data and output
format), plus the name of the template that embodies the layout of the report. To change the
physical appearance of the report, you edit the report template. To change what data is fed to a
report and where its sent to, you edit the custom report settings.
To create a custom report:
1. On the Insight Toolbar, select a report which will form the basis of your custom report.
2. Right-click the report and choose “Report Settings…” in the menu that appears.
3. Specify any data settings for the report (varies according to the report type).
4. Click More Options.
5. Specify the date range, print options and export options for the report.
6. Click OK.
7. Click Save As and enter a name and group for the report
8. Click Cancel to close the report options window.
To modify a custom report:
1. On the Insight Toolbar, select a report which will form the basis of your custom report.
2. Right-click the report and choose “Report Settings…” in the menu that appears.
3. Specify any data settings for the report (varies according to the report type).
4. Click More Options.
5. Specify the print options and export options for the report.
6. Click OK.
7. Click Save.
8. Click Cancel to close the report options window.
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To switch a custom report to a different template:
1. Select the report you want to change.
2. Right-click the report and choose “Report
Settings…” in the menu that appears.
3. Click More Options.
4. Click Browse.
5. Navigate to the report template you want to use.
(Normally in C:\Program Files\Insight\Advanced
Reports).
6. Click Open.
7. Click OK.
8. Click Save.
9. Click OK.
10. Click Cancel to close the Report Options window.
Working With Report Previews
When you generate a report, a preview is displayed in the report preview pane of the Advanced
Reports main window. You can use the preview toolbar to perform additional operations such as
printing or emailing the report.
Using the Preview Toolbar
Go to the first page of the report.
Go to the previous page of the report.
Jump directly to a page of the report.
Go to the next page of the report.
Go to the last page of the report.
Print the current page of the report.
Print all pages of the report.
Send the report via email to a recipient.
Tip
When emailing a report, you can choose to email in a number of formats including PDF, TIFF,
EMF, JPG and text. The default type is a preview file, which can be opened on any computer
that has Insight installed.
Working With Templates
Every report is based on a report template. A report template can be shared between different
reports, and you can have many different report templates. Each report must use exactly one
template.
Insight Advanced Reports ships with a number of built-in report templates to get you started.
You can create your own templates by choosing an existing template, making a copy of it and
modifying it to suit your requirements. Or, you can create a new report template from scratch.
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To create your own report template:
1. Select a custom report (Insight ToolbarCustom Reports tab) or built-in report (Insight
ToolbarBuilt-in Reports tab) that most closely resembles the report you’re trying to
achieve. (If you intend to start a new report from scratch, then you can select any report
you like.)
2. Right-click the report, and choose “Edit Report Style…” in the menu that appears. The
report designer opens and shows the contents of the report template.
3. On the file menu, choose “Save As…” and enter a name for the new template.
4. Click Save.
5. If you’re creating a report from scratch, then select all the objects on the report (press
CTRL+A or choose SelectAll from the Objects menu), then press the delete key (or