Copyright © 2005 Stanley Security Solutions, Inc. and Stanley Logistics, Inc. All rights reserved. Printed in the United States of America. Information in this document is subject to change without notice and does not represent a commitment on the part of Stanley Security Solutions, Inc. The software described in this document is furnished under a license agreement or nondisclosure agreement. This publication is intended to be an accurate description and set of instructions pertaining to its subject matter.
Contents 1 Introduction Getting technical support 1–1 How to use this guide 1–2 2 Overview Components and connections 2–1 Setup overview 2–2 3 First-time Server Software Installation and Configuration Gathering the essential materials and information 3–1 Setting up the Server 3–2 Setting up the Server Configuration utility 3–4 Setting up kiosk and desktop station characteristics 3–12 i
Kiosk and Desktop Station Installation and Setup Installing and setting up the kiosk station 4–2 Setting up the desktop station 4–7 5 Day-to-Day Maintenance Reloading cards 5–1 Checking transaction history 5–3 Maintaining the Desktop Encoder 5–6 A Glossary of Terms B Index ii
C h a p t e r 1 Introduction Thank you for choosing the Stanley ID Express Station™, the world’s leading self-serve security card encoding system. Use this guide to make sure that you set up your system in the most efficient way and to get the most out of it. Getting technical support Stanley Representatives provide telephone technical support for the Stanley ID Express Station™ System.
Chapter 1: Introduction Notes How to use this guide This manual is intended for use as a training guide and a reference in the setup of Stanley ID Express Station™. Chapter 2, Overview – This chapter provides an overview of the Stanley ID Express Station™ System components and an overview of how the first-time set up process will occur.
C h a p t e r 2 Overview This chapter describes the ‘big picture’ of the Stanley ID Express Station™ system. Components and connections The Stanley ID Express Station™ System allows card holders, such as college and university students, to receive a temporary encoded card for their assigned room and/or to re-encode an existing card.
Chapter 2: Overview Notes The following are the major components of this system: ■ ■ ■ ■ ■ ■ Stanley ID Express Stations™ ◆ Kiosk Stations ◆ Desktop Stations B.A.S.I.S.® ET605 or higher Stanley ID Express Station™ server software Web server software Magnetic stripe cards B.A.S.I.S. offline locks Setup overview In the next chapter you will find complete step-by-step instructions on the first-time configuration of a Stanley ID Express Station™ System.
Chapter 2: Overview Task 4 Install and setup the Stanley ID Express Station™ kiosks. This task begins on page 4-2. ■ Locate and unpack the kiosk, see page 4-2. ■ Power and test the kiosk, see page 4-3. ■ Level and secure the kiosk, see page 4-5. ■ Make kiosk network connections, see page 4-6. Task 5 Install and setup the Stanley ID Express Station™ desktop stations. This task begins on page 4-7. ■ Unpack the desktop encoder, see page 4-7. ■ Connect the desktop encoder to the PC, see page 4-8.
Chapter 2: Overview Notes 2–4
C h a p t e r 3 First-time Server Software Installation and Configuration You are now ready to start setting up your Stanley ID Express Station™ System. Gathering the essential materials and information Make sure that you have the following components before you start installing the Stanley ID Express Station™ System: ■ B.A.S.I.S.® software, ET605 or higher installed. ■ Stanley ID Express Station™ kiosk ■ Optional: Stanley ID Express Station™ desktop station.
Chapter 3: First-time Server Software Installation and Configuration Notes Before installing the Stanley ID Express Station™ System, also make sure that you have completed the following checklist.
Chapter 3: First-time Server Software Installation and Configuration The following task must be performed by someone with Administrator rights: Notes Confirm that B.A.S.I.S.® ET605 or higher is installed. Make sure that the server has Internet Information Services (IIS) installed and running. Internet Information Services is a standard Microsoft® Windows® web service that enables you to publish information on your intranet.
Chapter 3: First-time Server Software Installation and Configuration Notes To install the Stanley ID Express Station™ Server Configuration utility 1 If any items were configured in previous steps, restart the computer that will run the server software. 2 Close all applications that may have auto-started. This includes any anti-virus program that may be running. 3 Insert the installation disk. 4 From the Windows desktop, click Start > Run and type in X:\stanleyidexpressstation\serverinstall\setup.
Chapter 3: First-time Server Software Installation and Configuration Connect to the B.A.S.I.S.® database Notes To connect the Stanley ID Express Station™ to the B.A.S.I.S.® database 1 From the Windows desktop, click Start > Programs > Stanley ID Express > ID Express Server Configuration. The Server Configuration utility window displays Figure 3.1 Finding the Database tab to be able to connect to the B.A.S.I.S. database Click the Database tab to be able to connect to the B.A.S.I.S. database.
Chapter 3: First-time Server Software Installation and Configuration Notes Figure 3.2 Entering the database connection string Enter the database connection string parameters to let the configuration utility know where to look for the database. 3 Select the type of database that the B.A.S.I.S.® database runs on. 4 Enter the database connection string. Use the following format to structure the database connection string. ◆ server = server computer name or IP address ◆ uid = user ID of the B.A.S.I.S.
Chapter 3: First-time Server Software Installation and Configuration Set up user identification and verification fields Notes To allow only valid B.A.S.I.S.® users to access the Stanley ID Express Station™, proper identification must be input and then verified with another piece of information. For example, you may want to ask for first and last name and then to verify, you may want to ask for the Social Security Number.
Chapter 3: First-time Server Software Installation and Configuration Notes Figure 3.3 Choosing which database fields will identify and verify a user Select up to three database fields to identify the user asking for Stanley ID Express Station™ access. Select up to three database fields to verify the user’s identity. When you’re satisfied with the fields and their order, click Apply. Note If you don’t see any fields listed in the left column, contact your database administrator. See page 3-5.
Chapter 3: First-time Server Software Installation and Configuration Although you are not required to, you can also customize the fields that you’ve chosen in three ways: ■ Label the field with a term that makes sense for the user ■ Guide the user in the entry of the data ■ Restrict the user in the proper entry of the data ■ Mask the user’s entry so that it doesn’t appear on the screen.
Chapter 3: First-time Server Software Installation and Configuration ◆ Notes Format – Use this field to enter a ‘regular expression’ formula that enforces the correct entry format. Regular expressions are a powerful, but complex subject. For information on how to compose regular expressions, see http://www.regular-expressions.info/. ◆ Mask Entry – Selecting this check box will cause an asterisk to appear in place of any text that the user enters. Use this field to mask sensitive user information.
Chapter 3: First-time Server Software Installation and Configuration Figure 3.5 Defining the kiosk and desktop station network addresses Enter a station description and its IP address, then click Add. 3 In the Description field, enter a kiosk or desktop station description. Commonly, stations are described based on their location. You may also want to differentiate between desktop and kiosk stations. Descriptions become especially helpful in identifying a station in the Transaction History Log.
Chapter 3: First-time Server Software Installation and Configuration Notes Setting up kiosk and desktop station characteristics There are several graphic and functional characteristics of kiosk and desktop stations that need to be defined. The Configuration Utility will allow you to set these up. Use these to customize your stations for clearer communication and better control in automatically issuing key cards.
Chapter 3: First-time Server Software Installation and Configuration To customize the graphics of the station screens Notes 1 From the Windows desktop, click Start > Programs > Stanley > ID Express Station Configuration Utility. 2 If not already on the Appearance/Graphics tab, click Appearance/Graphics. The Appearance/Graphics window displays Figure 3.
Chapter 3: First-time Server Software Installation and Configuration Notes 5 To customize the kiosk and desktop stations with a different header background graphic, click the third browse button and navigate to the graphic file that will replace the default header background graphic. Or simply type in the path and file name of the graphic file in the header background image file field. Make sure that this graphic will not compete or be a distraction to the logo file that will display on it. 6 Click Apply.
Chapter 3: First-time Server Software Installation and Configuration Behavior Description Default value Capture photo in transaction history If selected, photos will be captured with each transaction and kept in the transaction history Selected Allow temporary key issue If selected, system allows temporary cards to be issued Selected Temp key expiration Number of days that temporary keys are valid before expirationb Three days Display room PINc If selected, the user’s PIN (personal identificat
Chapter 3: First-time Server Software Installation and Configuration Notes Figure 3.7 Customizing the behaviors on all kiosk and desktop stations 3 Using the table above, change any or all of the default behaviors. 4 Click Apply. The behavior configuration is saved. Set up kiosk and desktop station text messages You can customize the text messages displayed on the kiosk and desktop stations. You may want to do this if you need to give specific directions, or provide instructions in other languages.
Chapter 3: First-time Server Software Installation and Configuration Notes Configuration screen label Appears . . . Default message text Meal card identification failed when a user’s meal card cannot be found in the database. “Student identification and verification failed.” Retry exceeded lockout when a user has exceeded the number of attempts to login. “Maximum number of attempts exceeded.
Chapter 3: First-time Server Software Installation and Configuration Notes To customize text messages 1 From the Windows desktop, click Start > Programs > Stanley > ID Express Station Configuration Utility. 2 Click the Appearance/Text tab. The Appearance/Text window displays Figure 3.8 Customizing the text messages on all kiosk and desktop stations Customize text messages for specific directions or use multi-lingual messaging to make sure all users can read and understand the message.
C h a p t e r 4 Kiosk and Desktop Station Installation and Setup You are now ready to start setting up your Stanley ID Express Station™ Kiosk and Desktop Stations. Two kinds of Stanley ID Express Stations™ are available: ■ Kiosk stations – a publicly-available, unattended, pre configured, and dedicated kiosk that encodes existing magnetic stripe cards or dispenses temporary cards that operate B.A.S.I.S.® offline locks manufactured by Best Access Systems.
Chapter 4: Kiosk and Desktop Station Installation and Setup Notes or dispense temporary cards that operate B.A.S.I.S.® offline locks manufactured by Best Access Systems. The Kiosk station comes assembled from the manufacturer and will need an inside location with network and power connections. Installing and setting up the kiosk station Follow these instructions to set up your Stanley ID Express Station™ Kiosk so that it will operate reliably and securely.
Chapter 4: Kiosk and Desktop Station Installation and Setup Kiosk Specifications Specification Space Requirements 1.83m H × 1.83m Wa × 0.91m D (6 ft H × 6 ft W × 3 ft D) Weight 300 lbs (approx) Notes Operating temp 0° – 40°C (32° – 104°F) Storage temp 0° – 45°C (32° – 113°F) Operating humidity 10% – 90% Storage humidity 10% – 85% Lighting Ambient Power Standard 120VAC, 20 amp wall outletb Physical security and safety Screw or bolt into the subfloor.
Chapter 4: Kiosk and Desktop Station Installation and Setup Notes Figure 4.2 Loading magnetic stripe cards into the card hopper Card weight Cards with stripe facing down Put the stripe towards the kiosk cabinet door Card hopper 3 Connect the network cable to an RJ-45 network jack, connected to the network where the B.A.S.I.S.® database resides. 4 Connect the power cable to the power outlet. 5 Power up all components in the kiosk – encoder, UPS, and computer.
Chapter 4: Kiosk and Desktop Station Installation and Setup Troubleshooting Notes Follow these instructions to troubleshoot and fix common mechanical and electrical problems. You notice . . . Caused by . . . No electrical activity (fan not running, screen blank, etc) Computer, encoder, monitor, or UPS not turned on. The screen displayed is something other than “This kiosk is currently unavailable.” Cannot plug network cable in. You should . . .
Chapter 4: Kiosk and Desktop Station Installation and Setup Notes 5 Drill floor mounting holes. 6 Move the kiosk station back into position and bolt the kiosk to the floor. Prepare kiosk for network connections 1 Power up all components in the kiosk – encoder, UPS, and computer. 2 See the Stanley ID Express Station™ Installer Guide for complete instructions on configuring the kiosk to run on your network or if you are familiar with networking, see the section below.
Chapter 4: Kiosk and Desktop Station Installation and Setup Restart the computer. Notes Interrupt the boot sequence and login in as the user ‘Stanley’. Turn off the Internet Explorer® auto complete feature for web addresses and user names. In Internet Explorer identify the B.A.S.I.S.® Server IP Address. Setting up the desktop station Follow these instructions to set up the Stanley ID Express Station™ Desktop Encoder.
Chapter 4: Kiosk and Desktop Station Installation and Setup Desktop Encoder specifications Notes Specification Requirements Operating temp 0° – 40°C (32° – 104°F) Storage temp 0° – 45°C (32° – 113°F) Operating humidity 10% – 90% Storage humidity 10% – 85% Power Standard 120VAC, 20 amp wall outlet Connect the Desktop Encoder to the PC 1 Set up the Desktop Encoder next to the PC that it will be connected to. Make sure that the PC is connected to the network where the B.A.S.I.S.® database resides.
Chapter 4: Kiosk and Desktop Station Installation and Setup Complete the following tasks on each desktop station computer. Make desktop network connections Power up the computer if it’s not already on. Login with Administrator’s rights. Configure Microsoft .NET permissions to Full Trust. Using the Installation CD-ROM, install the Stanley ID Express Station™ Kiosk Application. If not already configured, configure the Network IP addresses. Identify the B.A.S.I.S.
Chapter 4: Kiosk and Desktop Station Installation and Setup Notes 4 – 10
C h a p t e r 5 Day-to-Day Maintenance Now that you’ve set up your Stanley ID Express Station™ System you need to be aware of some simple day-to-day maintenance features to keep the system in good running order.
Chapter 5: Day-to-Day Maintenance Notes To reload cards into the kiosk or desktop encoder For the kiosk station 1 Open the cabinet door using the keys provided with your system. Figure 5.1 ID Express Station™ Kiosk showing the card hopper Card hopper Card slot For the desktop station 2 Unlock and slide the cover off of the encoder enclosure. See Figure 5.2. Figure 5.2 Desktop enclosure showing the card hopper Card hopper Encoder cover 3 Remove the card weight. See Figure 5.3.
Chapter 5: Day-to-Day Maintenance Figure 5.3 Notes Loading the cards into the card hopper Card weight Cards with stripe facing down Card hopper Put the stripe towards the kiosk cabinet door or toward the right side of the encoder enclosure (when facing the front of the encoder). 5 Put the card weight back on top of the card stack. 6 Close and lock the cabinet door or encoder enclosure.
Chapter 5: Day-to-Day Maintenance ■ Notes UnauthorizedAccess – an attempted card transaction where the user failed to enter correct identification or verification data. ■ PostError – a system error that occurs when a component is not found, such as card hopper empty or database not found. To run a transaction history report for all kiosk and desktop stations 1 From the Windows desktop, click Start > Programs > Stanley ID Express > ID Express Server Configuration. 2 Click the Behavior tab.
Chapter 5: Day-to-Day Maintenance Figure 5.5 Transaction History Report configuration screen Adjust the report parameters and then click Submit. Clearing the picture or thumbnails options will cause the report to generate faster. 4 Make adjustments to the start date, end date, status, or other parameter. 5 Click Submit. The Report displays at the bottom of the screen Figure 5.6 The report showing the latest data 6 Scroll down as necessary to see all of the data.
Chapter 5: Day-to-Day Maintenance Notes Maintaining the Desktop Encoder Regular maintenance of the encoder in both the kiosk and the desktop station is recommended. See the online manual, CIM-4ABC Series Service Manual, located on the installation CD-ROM for instructions on maintaining the encoder.
A p p e n d i x A Glossary of Terms Use this glossary as a reference and whenever you see a word in italic type, like this: desktop station A–1
Appendix A: Glossary of Terms Notes Apply button background image B.A.S.I.S.® database Button that appears in the Server Configuration utility. Clicking this button saves the changes made to the screen. Click this button before moving to another tab. The graphic file that fills most of the kiosk window and on which the text is displayed. The B.A.S.I.S.® access control software file that contains all of the data such as users, badges, access levels, etc. B.A.S.I.S.
Appendix A: Glossary of Terms IIS Internet Information Services. IIS is a standard Windows web service that enables the Stanley ID Express Station™ to publish information on an intranet. Internet Explorer Microsoft’s world wide web browser application. This application enables the Stanley ID Express Station™ kiosk software to run. IP address The identifier for a kiosk or desktop station on a TCP/IP network. Networks using the TCP/IP protocol route messages based on the IP address of the destination.
Appendix A: Glossary of Terms Notes transaction history age Number of days that Stanley ID Express Station™ System will keep transaction history. transaction timeout Amount of time that a user does not provide any input. URL verification field A–4 Uniform Resource Locator. The global address of documents and other resources on the World Wide Web. The Server where the B.A.S.I.S.® database resides has a URL that identifies the address of that server. For example, the URL for the B.A.S.I.S.
A p p e n d Index Symbols .NET Framework confirming installed 2-2 making sure installed 3-3 .NET permissions 4-9 A appearance/graphics tab 3-13 apply button using 3-6 auto complete feature turning off in Internet Explorer 4-7, 4-9 B B.A.S.I.S Server as component 2-2 B.A.S.I.S.
Appendix B: Index B.A.S.I.S. offline locks as component 2-2 compatibility 3-2 B.A.S.I.S. Open IT as requirement 3-15 B.A.S.I.S.
Appendix B: Index graphics as characteristics 2-2 background 3-13 compatible formats 3-13 logo 3-13 setting up 3-12 using for defining look of kiosk 3-12 H HTML tags using in text messages 3-16 I ID Express Station System setup overview 2-2 identification fields default text message 3-17 limit of 3-7 selecting 3-8 setting up 2-2, 3-7 identifying server at kiosk 4-9 idle timeout default value of 3-14 defined 3-14 valid range for 3-14 IIS confirming installation 2-2 installing kiosk stations 2-3, 4-2 Server
Appendix B: Index retry count default value of 3-14 defined 3-14 valid range for 3-14 retry lockout message for 3-17 retry lockout timeout default value of 3-14 defined 3-14 valid range for 3-14 revert button using 3-6 room PIN displaying 3-15 S security tab 3-10 selecting database fields 3-8 server as part of connection string 3-6 setting up 3-2 Server Configuration installing 3-4 setting up 2-2, 3-4 setting up behaviors 2-2, 3-14, 3-15 characteristics 2-2 desktop encoder 4-7 desktop station characterist
T81188/Rev – ER-7991-40 Nov 2005
