Bosch BIS 2.3 User manual

BIS 2.3 - Access Engine
en Installation manual

BIS 2.3 - Access Engine Table of Contents | en 3
Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11
Table of Contents
1 Introduction 8
2Upgrade 10
2.1 Upgrade matrix 10
2.2 BIS upgrade since version 2.1 or higher 10
2.3 Updating Controller (LAC) Software 15
3 Server installation 17
3.1 Standalone system 18
3.2 Distributed system 19
3.2.1 Login server 20
3.2.2 Remote server 21
3.2.3 Configuring a distributed system 22
3.3 Server workstation 23
4 System configuration 24
4.1 Starting the Configuration Browser 24
4.2 Setting up a configuration 25
4.2.1 Creating an initial configuration 25
4.2.2 Creating additional configurations 27
4.3 Loading a configuration 29
4.4 Copying configuration changes 30
4.5 Setting up BIS user 31
4.6 Further Settings 31
4.6.1 Definition of Custom fields 31
4.6.2 PIN Code Settings 32
4.6.3 Card encoding 32
4.6.4 Card readers at Access Engine workstations 32
5 Setting up additional workstations 33
5.1 General Settings 33
5.1.1 Installation at a workstation 33
5.1.2 Setting up the Configuration Browser 34

4en | Table of Contents BIS 2.3 - Access Engine
F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
5.1.3 Configuring Internet Explorer 35
5.1.4 Connecting a dialog reader 38
5.2 Setting up Card Personalization 41
5.2.1 Software 41
5.2.2 Hardware 42
5.2.3 Creating Badge Layouts 42
5.2.4 Printing Badges 43
5.2.5 Creating card layouts 46
5.2.6 Creating cards 47
6 User administration 48
6.1 Standard users 49
6.2 User and workstation profiles 49
6.2.1 Setting up user profiles 49
6.2.2 Setting up workstation profiles 51
6.2.3 How profiles work 54
6.3 Creating new Access Engine users 58
6.4 Users of a server workstation 60
6.4.1 User with Administrator profile 60
6.4.2 User with new profile 61
6.5 Users of other workstations 62
6.5.1 Existing user on new workstation 62
6.5.2 New user on existing workstation 63
6.5.3 New user on new workstation 63
7 Connecting the controllers 65
7.1 General 65
7.1.1 Creating the controllers in the device editor 66
7.2 Ethernet 67
7.3 I/O - Extension boards 67
7.3.1 Hardware installation 67
7.3.2 Software configuration 67
8 Connecting readers and doors 69
8.1 Readers for AMC2 69
8.2 Interface allocations 70

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Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11
8.2.1 Printout of the configuration data 70
8.2.2 Installation documentation 72
9 Setting System Parameters with SPEdit 73
9.1 Starting the SPEdit 73
9.2 Display the Last Access in the Status Bar 74
9.3 Listbox or Search Dialog for Companies 74
9.4 Making Company a required field 75
9.5 Toolbar of the Reports Preview 75
9.6 Valid-From Date for Authorizations 76
9.7 Valid-From Date for Lockouts 77
9.8 Visitor Profiles Only 77
10 DMS - Data Management System 78
10.1 System operation 78
10.1.1 Starting 78
10.1.2 Closing 81
10.1.3 The master console 81
10.1.4 Process control 86
10.2 Server Processes 90
10.2.1 Summary 90
10.2.2 Loggifier 92
10.2.3 ACSP - process for access control 93
10.2.4 Transactors 96
10.2.5 AEOPC 101
10.2.6 MDS (QueryServer) 101
10.2.7 Report Server (REPS) 102
10.2.8 State Information Process (SIPServer) 103
10.2.9 Time Attendant Account Exchange (TAccEXC) 104
10.3 Batch processes 104
10.3.1 Overview 104
10.3.2 Lock-Out Process (LOP) 105
10.3.3 Authorization Monitoring Process (AMP) 105
10.3.4 Cleanup Visitor Data (CLV) 105
10.3.5 Cleanup Utility (CLU) 106
10.3.6 Backup 107

6en | Table of Contents BIS 2.3 - Access Engine
F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
11 MAC - Main Access Controller 108
11.1 Functions 108
11.1.1 Basic functions 108
11.1.2 Access Control functions 108
11.2 Data defintions 109
11.3 Operating the MAC 111
11.3.1 Startup 111
11.3.2 Shutdown 111
11.3.3 Warm start 112
11.3.4 Cold start 112
11.4 Process Control 113
11.5 The processes of the MAC 115
11.5.1 MAC-Process: Master 116
11.5.2 MAC-Process: Messenger 116
11.5.3 MAC-Process: System 117
11.5.4 MAC-Process: AC 117
11.5.5 MAC-Process: DMS 118
11.5.6 MAC-Process: LAC 119
11.5.7 MAC-Process: Info 120
12 Setting up Video Verification 121
13 Backup and Restore 135
13.1 Standalone-Server 135
13.1.1 Backup 135
13.1.2 Restore 136
13.2 Remote- and Login-Server 138
13.2.1 Backup 138
13.2.2 Restore 138
14 Troubleshooting 141
14.1 User administration 141
14.1.1 Dialog system of the Access Engine does not start 141
14.1.2 Login is denied 141
14.1.3 Empty Access Engine Internet Explorer 142
14.2 System settings 143

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Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11
14.2.1 Change the timezone 143
14.2.2 Regional and Language Options 143
14.3 Date and time formats 144
Index 146

8en | Introduction BIS 2.3 - Access Engine
F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
1 Introduction
Starting with a rough overview of the system the following
chapters will describe the installation of the access control
system Access Engine, with its possible variations. This will
enable the installer of the system to install and configure the
system components according to his/her own needs and
wishes.
Figure 1.1 Example configuration - initial setup
The following chapters will now take each of the above
configuration elements in turn and explain their features,
alternatives and options.

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Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11

10 en | Upgrade BIS 2.3 - Access Engine
F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
2 Upgrade
2.1 Upgrade matrix
BIS-Software without Access Engine:
BIS-Software with Access Engine:
2.2 BIS upgrade since version 2.1 or higher
You can upgrade your BIS system since version 2.1 without
deinstalling the actual version.
1. Insert the new installation CD; the setup program starts
automatically. You may also start the installation manually
by invoking the application setup.exe on the CD.
to BIS 1.4.8 BIS 2.0 BIS 2.1 BIS 2.2 BIS 2.3
from
BIS 1.4.1 yes yes yes no no
BIS 1.4.8 yes yes yes yes
BIS 2.0 yes yes yes
BIS 2.1 yes yes
BIS 2.2 yes
Table 2.1 Upgrade matrix BIS without Access Engine
to BIS 1.4.8 BIS 2.0 BIS 2.1 BIS 2.2 BIS 2.3
from
BIS 1.4.1
(ACE >= 1.2.50)
yes no no no no
BIS 1.4.8 yes no no no
BIS 2.0 yes no no
BIS 2.1 yes yes
BIS 2.2 yes
Table 2.2 Upgrade matrix BIS with Access Engine
!
CAUTION!
Please exit the BIS system before begining the upgrade.

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Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11
2. Select the functions you wish to install as if you were
installing from scratch. In this upgrade you may also add
components which were not previously installed.
3. The databases for the logs and access engine with their
corresponding user data are located and displayed. Click
Next if you do not wish to create any new databases.
!
CAUTION!
If you make changes to any of the entries on the following two
dialogs then a new database will be installed. You previous data
will be lost!

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4. The chosen settings are summarized for confirmation.

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Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11
Clicking Next will start the upgrade.
The Access Engine Database is also updated, as shown in the
next screenshot

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F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
5. When you receive confirmation of a successful upgrade
click Finish to end the process.
6. A text file is shown detailing a number of mandatory post
installation steps, including a reboot. Please print the file
and carry out all steps as instructed.

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Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11
All configuration and access control data are preserved.
Upon starting the BIS Configuration browser and loading your
configuration the access Engine database will have to be
synchronized. Affirm the synchronization dialog in order to use
your accustomed data and settings.
2.3 Updating Controller (LAC) Software
The software upgrade installs new programs which enable LACs
to make use of new functionality usable in access control.
In order for the controllers to use the new software they may
first need a firmware upgrade (Bootloader), therefore in order
to prevent the controllers from automatically downloading the
software from the MAC prematurely all configured LACs are set
offline by the upgrade process. Hence they initially have no
connection with the MAC.
In the device editor on the first page/tab of the LACs you can
view the de-/activation of the MAC-connection.
i
NOTICE!
The controllers continue to work with the same settings, in
order to ensure as smooth a transition as possible.

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F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
The system manager can now decide whether, when and which
LACs should be included in the new installation. To do this
simply check the box Connection to MAC active on the first
tab/page of each controller in the Device Editor, and then save
the changes by clicking Apply.
Supplementary information regarding upgrades
When the LAC-MAC connection is established the MAC first
makes sure that the LAC’s bootloader is compatible with the
new program. The bootloader changes much less often than the
program, so this occurence is relatively rare. If not compatible
the MAC first downloads a new bootloader to the LAC, then the
updated program and finally the access data. After the MAC has
downloaded the program the LAC is able to function by
verifying data across the network with the MAC, with some cost
to performance, until it has finished downloading its local copy
of the data.
!
CAUTION!
For each LAC activated a cold start needs to be performed, i.e.
all data and programs are initially deleted and then restored
and reloaded by the MAC.
The program is loaded very quickly but, in the case of high
volumes and/or slow network connections, the loading of data
can take up to 30 minutes. Until the LAC has received its local
copy of the data, it needs to check all access requests with the
MAC via the network. Hence delays need to be taken into
account at the relevant entrances.

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3 Server installation
Figure 3.1 System configuration - Management view
The Building Integration System (BIS) with its modules
(Engines) is generally installed on one computer. When Access
Engine is installed on the same computer as the BIS manager,
this is termed a standalone system.
It is also possible to install on multiple computers (i.e. a
distributed system), where the BIS Manager runs on a so-called
Login Server and the Access Engine on a separate computer
with a network connection to the first. The second is termed a
Remote Server.

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F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
3.1 Standalone system
The installation of a standalone system is described in the BIS
installation manual. There you will find a detailed explanation of
the setup of the computer and the inclusion/exclusion of the
components to be installed.
The following components are functionally co-dependent and
should selected from the feature selection dialog when
installing BIS with Access Engine:
Under Login Server: Access Engine
Under Login Server: Door Controller
Under Connections:
Card Personalization, an application found in the Tools menu,
can be deactivated if the server is not to be used for the
creation of access cards. It must however be installed on all
workstations used for card creation.
i
NOTICE!
The Access Engine (ACE 2.3) does not run with SP3 of
Microsoft SQL-Server 2005.

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Bosch Sicherheitssysteme GmbH Installation manual F.01U.028.713 | V 2.3.0.1 | 2009.11
3.2 Distributed system
In order to install BIS with Access Engine on a distrubuted
system it is necessary for all computers involved to be
networked together. For instructions on setting up the network
please consult the notes in the BIS installation manual.
Figure 3.2 Servers in a distributed system

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F.01U.028.713 | V 2.3.0.1 | 2009.11 Installation manual Bosch Sicherheitssysteme GmbH
3.2.1 Login server
The Login Server is installed from the same CD as the
standalone server. In the feature selection box however only
the following features are selected.
Figure 3.3 Selection of features for the Login Servers
If no other engines are to be installed besides the Access
Engine then this is the only selected node under Login Server.
The rest of the installation is identical to that of the Standalone
Server.
i
NOTICE!
As long as no Connections for other engines are to be installed
on the login server then the entire Connections node can be
deactivated.
On no account should Door Controller be one of the elements
selected.