ProxCard Administrator

ProxCard Administrator

Installed with the server is a tool for managing the ProxCards associated with users. To start this tool, navigate to Start > Programs > HealthCast > ExactAccess > Utilities > ProxCard Administrator.

Finding a Badge

Typically, self enrollment is enabled on the client workstations, so users may tap a non-enrolled badge that they have been issued and associate that badge with their personal network log-on. There may be instances where the user has incorrectly enrolled, or other reasons that the enrollment may need to be deleted. From the maintenance tab, the administrator may search for a user and un-register a badge. Enter a partial user name and click the search button.

Delete a badge enrollment

Once the user has been located, select the row in the results list and press the delete button. The user is then deleted - this can be confirmed by pressing the search button to refresh the list of users.

Edit a badge enrollment

Select the row and press the edit button or double click the row to perform an edit. This will allow the administrator to change the account name associated with the badge.

Reset a users PIN

After locating a user, select the checkbox to clear the users PIN and allow the user to re-enroll the next time they tap their card.

Enroll a badge

If self enrollment is disabled, this tool may also be used to manually enroll a badge. To perform badge enrollment, it is recommended that this tool be copied to an XA client workstation so that a badge may be scanned into the application. If executed directly from a server session, badge scanning is not available. Either manually enter the full Badge ID (this is the full 64-bit badge ID (represented with hexadecimal numbers, including leading zeros), or scan the badge from the client workstation to display the current enrollment data. Enter the appropriate information for badge enrollment and press the save button.

Temporary Badge Schedules

Temporary Badge schedules are intended for handling high turnover situations where a set number of cards will be frequently changing enrollment from one user to another. These schedules allow the badges to be unregistered (deleted) over shifts (Daily schedule by hour, weekly, or monthly) so that they may be re-enrolled with a different user name.

HCI Server Configuration

Before a schedule can be set up, changes need to be made in the HCI Server Configuration tool to handle temporary badge schedules. Follow these steps to make the necessary changes:

1. Open the HCI Server Configuration tool and click on Other.
2. In the ProxCard tab, enable the setting "This server handles Temporary badge schedules" and click OK to save changes.

Setting up a schedule

To add a new schedule, follow the steps below:

• Click the plus button and enter a schedule name.

• A dialog is presented, fill in the start time, comment (description) and the desired schedule.

• Once the schedule is created, select the desired schedule from the Schedules list

• Tap a badge to be associated with this schedule

  • The Badge ID will appear to the "Associated Badge IDs" in the lower right portion of the window, next to the plus button

• Click the plus button next to the Badge ID.

The ID will now appear in the list under the "Associated Badge IDs" field for this schedule.

Editing a schedule.

Double click the schedule listed under Schedules - this will present the timing edit dialog

• Set a start time

• Choose how often the badge should be unregistered (daily, weekly, or monthly)

• Select the appropriate timing interval (1, 2, 4, 8 or 12 hours)

• Select the appropriate day interval (daily, weekly or monthly)

  • For weekly, choose the appropriate days to run the schedule

  • For monthly, choose the appropriate days in the month to run the schedule.

• Enter the Comment/Description in the Comment field (typically indicating the schedule details, but can be any comment that helps administrators identify the purpose of this schedule)

• Click the OK button.

• The schedule will be updated, and the comment will now be displayed on the Temporary Badge Schedules page for the edited schedule.

Deleting a badge from a schedule

• Switch to the Temporary Badge Schedules tab.

• Select the schedule by clicking the name

• Under Associated Badge IDs, locate and select the badge by clicking it.

• Click the Delete button to the right of the Associated Badge IDs (it will become enabled when a badge is selected from the list)

Deleting a Schedule

• Switch to the Temporary Badge Schedule tab.

• Select the schedule by clicking the name

• Click the Delete button above the schedule.

Access Control for ProxCard Administration

To enable limited access control for the ProxCard Administrative tool, the associated ProxCardAdmin_server.xml must be registered with ExactAccess.

Registering the ProxCard Administrator Control Item

Import the registration file c:\program files (x86)\HealthCast\ExactAccess\ProxCardAdmin_server.xml using the XA Administrator. See Application Registration for importing the XML file.

After the file has been registered, ensure that the control item "ExactAccess ProxCard Administrator" has been added to the Organization Map. Also, ensure that the sub-items registered with the application have been added under the ExactAccess ProxCard Administrator. Then, drag and drop the appropriate roles onto the ExactAccess ProxCard Administrator control item for all Administrative users. Drag and Drop Help Desk users onto the appropriate sub-items: Allow Delete, Allow Enrollment, Allow Search, and Modify Temporary Schedules.

Supporting Temporary Badge view

The ProxCard database must be updated with the Update4111.sql script to allow the administrative tool to query the schedules associated with a badge.

Updating the ProxCard database

• Using SQL Server Management Studio (or a similar tool), connect to the database server on which you wish to upgrade the Prox database.

• This upgrade will need to be completed on each SQL instance that hosts a Prox database.

• Connect to the existing database on the database server (ensure any scripts will be executed against this existing database)

• Use SQL Server Management Studio to open the file called Update4111.sql and execute the update against the Prox database.

Located in c:\program files\healthcast\ExactAccess\SQL\MSSQL\prox.

Viewing associated schedules.

Using the Administrative tool, tap a card - the associated schedule(s) will be displayed in the list "Schedules Badge is associated with"