Manuale Suite En

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Users guide

Software Datix Suite (license S1/S10/SX)

SAVV s.r.l. - Via Palli, 2 - 27053 Lungavilla (PV) Tel. +39 0383 - 37.11.00 Fax. +39 0383 - 37.10.24

www.savv.it [email protected] Rel. 2.8

SAVV SRL SWDATIXSUITE

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TABLE OF CONTENTS 1. Software license agreement 2. Introduction to Datix Suite software 3. System requirements 4. What to do before installing Datix Suite 5. Installing Datix Suite 6. Launching Datix Suite, activating the software and connecting with the

database 7. Main window 8. ACCESS 9. DATABASE 10. COMMUNICATION 11. SCHEDULE 12. TOOLS 13. REPORTS 14. CUSTOMER report (Guard tour) 15. DEVICE report (Guard tour) 16. OPERATOR report (Guard tour) 17. GUARD TOUR report (Guard tour) 18. SERVICE ORDER report (Guard tour) 19. CUSTOMER report (Time&Attendance) 20. OPERATOR report (Time&Attendance) 21. HELP Annex A. Installation of Datix USB drivers Annex B. Tag installation sheet Annex C. How to quick guide Annex D. Troubles shooting

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1. SOFTWARE LICENSE AGREEMENT IMPORTANT: PLEASE READ THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT (LICENSE AGREEMENT) CAREFULLY BEFORE USING THE SOFTWARE (AS DEFINED BELOW). SAVV IS WILLING TO LICENSE THE SOFTWARE TO YOU AS THE INDIVIDUAL, THE COMPANY, OR THE LEGAL ENTITY THAT WILL BE UTILIZING THE SOFTWARE (REFERENCED BELOW AS YOU OR YOUR) ONLY ON THE CONDITION THAT YOU ACCEPT ALL OF THE TERMS OF THIS LICENSE AGREEMENT. THIS IS A LEGAL AND ENFORCEABLE CONTRACT BETWEEN YOU AND SAVV. BY OPENING THIS PACKAGE, BREAKING THE SEAL, CLICKING THE I AGREE OR YES BUTTON OR OTHERWISE INDICATING ASSENT ELECTRONICALLY, OR LOADING THE SOFTWARE, YOU AGREE TO THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT. IF YOU DO NOT AGREE TO THESE TERMS AND CONDITIONS, CLICK THE CANCEL OR NO OR CLOSE WINDOW BUTTON OR OTHERWISE INDICATE REFUSAL, MAKE NO FURTHER USE OF THE SOFTWARE, AND CONTACT YOUR VENDOR OR SAVV CUSTOMER SERVICE. 1. Licensing and copyright The software (including any accompanying features and services) and documentation (including any product packaging) (the Documentation), that accompanies this License Agreement (collectively the Software) is the property of Savv or its licensors, and is protected by copyright law. Although Savv continues to own the Software, after Your acceptance of this License Agreement You will have certain rights to use the Software during the Service Period. The Service Period shall begin on the date of Your initial installation of the Software on a computer (notebook/desktop/server) or mobile computing device (a Device), regardless of the number of copies that You are permitted to use, and shall last for the period of time set forth in the Documentation or the applicable transaction documentation from the authorized distributor or reseller from which You obtained the Software. The Software may automatically deactivate and become non-operational at the end of the Service Period, and You will not be entitled to receive any feature or content updates to the Software unless the Service Period is renewed. Unless otherwise clearly specified in the accompanying documentation the Service period will have no expiry date. This License Agreement governs any releases, revisions, updates or enhancements to the Software that Savv may make available to You. Except as may be modified by the Documentation, Your rights and obligations under this License Agreement with respect to the use of this Software are as follows. During the Service Period, You may: A. Use one copy of the Software on a single Device. If a greater number of copies and/or number of Devices is specified within the Documentation or the applicable transaction documentation from the authorized distributor or reseller from which You obtained the Software, You may use the Software in accordance with such specifications; B. Make one copy of the Software for back-up or archival purposes, or copy the Software onto the hard disk of Your Device and retain the original for back-up or archival purposes; C. Use the Software on a network in desktop mode (in case the software allows to do so), provided that You have a licensed copy of the Software for each Device that can access the Software over that network; D. Use the Software on a network in client-server mode (in case the software allows to do so), provided that You have a licensed copy of the Software for the server and one CAL license for each user who can access the server over that network from a remote Device;

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E. Permanently transfer all of Your rights in the Software granted under this License Agreement to another person or entity, provided that You retain no copies of the Software and the transferee agrees to the terms of this License Agreement. Partial transfer of Your rights under this License Agreement shall not be permitted. For example, if the applicable documentation grants You the right to use multiple copies of the Software, only a transfer of the rights to use all such copies of the Software would be valid. You may not, nor may you permit any other person to: A. Sublicense, rent or lease any portion of the Software; B. Reverse engineer, decompile, disassemble, modify, translate, make any attempt to discover the source code of the Software or create derivative works from the Software; C. Use the Software in any manner that is not permitted pursuant to this License Agreement. 2. Product Installation and Activation There may be technological measures in this Software that are designed to prevent unlicensed or illegal use of the Software. You agree that Savv may use these measures to protect Savv against software piracy. This Software may contain enforcement technology that limits the ability to install and uninstall the Software on a Device to not more than a finite number of times for a finite number of Devices. This License Agreement and the Software containing enforcement technology may require activation as further set forth in the Documentation. During activation, You may be required to provide Your unique activation code accompanying the Software and Device configuration in the form of an alphanumeric code over the Internet to verify the authenticity of the Software. If You do not complete the activation, the Software will cease to function until activation is complete; at which time the Software functionality will be restored. In the event that You are not able to activate the Software over the Internet, or through any other method specified during the activation process, You may contact Savv Customer Support. 3. Limited Warranty Savv warrants that any media manufactured by Savv on which the Software is distributed will be free from defects for a period of sixty (60) days from the date of delivery of the Software to You. Your sole remedy in the event of a breach of this warranty will be that Savv will, at its option, replace any defective media returned to Savv within the warranty period or refund the money You paid for the Software. Savv does not warrant that the Software will meet Your requirements or that operation of the Software will be uninterrupted or that the Software will be error-free. 4. Disclaimer of Damages TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL SAVV OR ITS SUPPLIERS OR RESELLERS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY INDIRECT, CONSEQUENTIAL, INCIDENTAL, PUNITIVE OR SPECIAL DAMAGES WHATSOEVER, WITHOUT REGARD TO CAUSE OR THEORY OF LIABILITY (INCLUDING, WITHOUT LIMITATION, DAMAGES INCURRED FOR LOSS OF BUSINESS PROFITS OR REVENUE, LOSS OF PRIVACY, LOSS OF USE OF ANY COMPUTER OR SOFTWARE INCLUDING THE SOFTWARE, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION OR OTHER PECUNIARY LOSS) ARISING OUT OF THIS AGREEMENT OR THE SOFTWARE AND/OR SERVICES PROVIDED HEREUNDER, EVEN IF SAVV HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SAVV WILL NOT BE LIABLE FOR ANY UNAUTHORIZED ACCESS TO, OR ANY CORRUPTION, ERASURE, THEFT, DESCTRUCTION, ALTERATION OR INADVERTENT DISCLOSURE OF, DATA INFORMATION OR CONTENT

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TRANSMITTED, RECEIVED OR STORED ON ITS SYSTEM CAUSED BY CIRCUMSTANCES OUTSIDE OF SAVV CONTROL. SAVV WILL NOT ASSUME RESPONSIBILITY CONCERNING THE CORRECT SET UP, TRANSMISSION AND RECEPTION OF DATA ON THE GSM/GPRS NETWORK GIVEN THAT THESE ARE OPERATED BY THIRD PARTIES, AND SUBJECT TO THE CONTRACT BETWEEN THE CLIENT WHO OWNS THE SIM CARD AND/OR THE CELL PHONE AND THE TELEPHONE SERVICE COMPANY ITSELF. IN NO EVENT SHALL SAVV LIABILITY RELATED THE SOFTWARE AND/OR SERVICES EXCEED THE PRICE YOU ACTUALLY PAID FOR THE SOFTWARE AND/OR SERVICES 5. General This License Agreement will be governed by the laws of the State of Italy. This License Agreement is the entire agreement between You and Savv relating to the Software and: (i) supersedes all prior or contemporaneous oral or written communications, proposals, and representations with respect to its subject matter; and (ii) prevails over any conflicting or additional terms of any quote, order, acknowledgment, or similar communications between the parties. Notwithstanding the foregoing, nothing in this License Agreement will diminish any rights You may have under existing consumer protection legislation or other applicable laws in Your jurisdiction that may not be waived by contract. This License Agreement shall terminate upon Your breach of any term contained in this License Agreement and You shall cease use of and destroy all copies of the Software and Documentation. The disclaimers of warranties and damages and limitations on liability shall survive termination. This License Agreement may only be modified by the Documentation or by a written document that has been signed by both You and Savv.

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2. INTRODUCTION TO DATIX SUITE SOFTWARE What is Datix Suite software Datix Suite is a VB.Net application to create the main database entries, configure Datix systems, download collected data via (RS232-USB-TCP/IP-GSM) and create the reports for the services done. Further functions:

data exporting in user defined text files guard tours scheduling time and attendance calendars management firmware upgrade

Attention: functions and devices available depend on the license code purchased

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3. SYSTEM REQUIREMENTS System requirements Datix Suite

- MS Win XP/Vista/7 - Internet Explorer 7 - Processor 2 GHz. - 4GB RAM - 10 GB HD - RS232/USB/LAN/Internet port - Microsoft Net Framework 3.5

Contents of CD-ROM The CD-ROM contains the files required to install and configure the following software components

Datix Suite Datix Reports

Note: files available in installation media may vary depending on installation type Prerequisite Datix components required for the installation and use of Datix Suite For the correct installation and use of Datix Suite we assume that the following components have already been installed and are properly reachable through your network:

MySQL server (only for systems using a MySQL database) Database (MySQL) compatible with the Datix system purchased (only for systems

using a MySQL database) GSM modem for the reception of data sent by Datix systems via GSM/SMS

(optional) Please make sure to collect from your IT administrator all necessary information before starting the installation of Datix Suite.

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4. WHAT TO DO BEFORE INSTALLING DATIX SUITE Preliminary verification Before proceeding with the installation of Datix Suite and its components, please make sure to: 1- login the operating system as Administrator 2- disable the User Account Control 3- temporarily disable the Windows firewall 4- temporarily disable any antivirus software which may be running in the PC 5- temporarily disable any further security software which may be running in the PC ( es: Windows Defender, )

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5. INSTALLING DATIX SUITE Installation Browse the content of the installation media and click Datix Suite Setup.exe The following window appears shortly

Click Next

Accept the license agreement by selecting I accept the agreement and then Next

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In Select Destination Location window select the installation folder. If you want to change the default folder click Browse. Click Next to continue. In Select Components window select the components you want to install, then click Next

In Select Start Menu Folder select the folder in which the program shortcuts will be created. If you want to change the default folder click Browse. Click Next to continue.

In Ready to Install window review your settings and click Install to start the installation

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Wait for the end of the installation and click Finish.

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6. LAUNCHING DATIX SUITE, ACTIVATING THE SOFTWARE AND CONNECTING WITH THE DATABASE Launching and activating the software To start Datix Suite click the icon available in your desktop or the icon

relative to the exe file available in the installation folder of the software. The license window appears after launching the software for the first time. Enter the software license code (and teleassistance code, if purchased)

and click OK. If the code entered is correct and for certain versions only you will be prompted with the software activation window

If activation is not required then the database section window will immediately appear (see below). To activate the software click Activate now. If you choose Activate later you can use the software up to 30 times in 30 days from the date of installation. So, to proceed with the activation click Activate now. The Software activation window appears shortly

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The form displays the product key (license) you entered. Check Activate the software over the Internet (Recommended) and click Activate. You will now be connected with the activation center. If the Product key is valid and the activation procedure completes successfully you will be prompted with the database selction window.

y If online activation did not complete successfully, verify that you have the correct product key then retype it or contact the support center to activate the software by email or by phone (please provide both your Computer ID and Product key when contacting the support center) . Instead, if you got an error like Unable to connect to the activation center then check your Internet connection and retry. Database selection and login window To start the software you must first connect with the database. In the following window enter

Host: IP address or domain name of the MySQL server Port: MySQL port (default value is 3306) Username: username for accessing the MySQL server (default value is root) Password: MySQL users password Database name: name of the MySQL database (default value is dbsuite) Uncheck Always ask for password if you want the software to remind the password. Check Hide window to skip the Connection to MySQL database window when starting the software. Some software versions allow to choose between 2 database types, MySQL and MSAccess. In this case, the following database selction window appears:

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If you choose Access Database remind to locate the dbsuite.mdb file usually available in the installation folder. Use Find button to locate that file. Once you have entered all required parameters click Connect. The Login window appears

Enter Username (default value is Admin) and Password (default value is Admin) for local authentication then click again Connect. If Username and Password are correct the software main window appears.

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7. MAIN WINDOW Main window

Menu and icons depend on software license purchased. Menu Description Access Users: to manage users

Exit: to close the software Database Device and tag: to catalogue devices and tags according to their model and

intended use/application Master records: to enter and manage Customers, branch offices and Operators and to assign devices and tags. Database printout: to show, print and export the database entries (Customers, Offices, Operators, devices e tag) Change database: to change the database in use Maintenance: to perform maintenance operations on the database

Communication COM port: to manage communication ports and to start the communication with selected devices Local communication (RS232/USB): to communicate locally with devices via RS232 and USB Outgoing GSM communication: to communicate with and to setup remote devices via GSM (outgoing GSM communication initiated by the PC).The PC must be connected to a GSM modem. TCP/IP communication: to communicate locally or remotely via TCP/IP

Schedule Guard Tour Guard tour: to schedule guard tours Guard Tour Service order: to schedule service orders Time/Attendance Operator: to schedule time/attendance calendars

Tools Settings for data export: to setup the data exporting towards third party applications Settings for data import: to setup the import of the files containing the data collected by Datix devices

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Import: to import data files Reports Guard tour: to view Guard Tour reports

Time/Attendance: to view Time/Attendance reports Help About: to get the software version currently installed in the PC and the license

number Guide: to access the software on-line guide Select language: to select the interface language Upgrade license: to upgrade the software license Update software: to update the software via the internet Update firmware: to update the firmware of Datix devices Activate software: to activate the software Create dump file: to create the dump file Open: to open and execute a command file Support: to enter support codes.

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8. ACCESS Users The function Users lets you access the window by which you can enter users and privileges for the software Datix Suite.

You can create two types of users: internal users (hereinafter also referred to as "User") and external users (hereinafter also referred to as "Visitors") Users (internal users) are those who, playing an active role in your organization (eg employees, supervisors, ...), must have access to one or more features of the software (customers and branch offices management, devices and tags management, guard tours scheduling, etc ...). Visitors (external users) are those who are granted access to Customer report only. Some examples of visitors: customers of guard companies (who are given the opportunity to view their reports on the web), customers of cleaning / homecare companies, etc... The permissions of each user (internal user) depend on his access level. Therefore, before creating internal users it is necessary to define access levels and privileges. By default, the software has got the Administrator user (belonging to the administrator access level) with Admin/Admin as Username/Password. The Administrator user has access to all functions of the software. To enter a new access level select the folder Access level and click Add

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Enter the access level description in New access level field then choose the privileges in the Privileges tab. To enable a software function for current access level check the flag on its left. Some functions may be associated with different degrees of privilege. See the example below for Customer function.

Users belonging to this access level can view customers details only. They cannot add new customers and they cannot edit/delete existing customers. Furthermore users cannot manage devices and tags.

Users belonging to this access level have full control of customers, devices and tags.

Once the privileges have been defined click Save. Further tabs now appear. By these tabs you can define the customers, the branch offices, the devices, the operators, the guard tours and the service orders to whom or which the users belonging to the access level may have access. Each tab has got 2 sections, right and left. To give access to an object move it from right to left by the appropriate arrow. Once the access levels have been set you can create internal users. To enter a new internal user click the tab User then click Add .

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Fill in all required fields and choose the access level. The flag Activate Web Edition for current user is available for selection only if you have purchased Datix Suite Web and the license of Datix Suite Web has already been activated. Flag Activate Web Edition for current user to let the user access also Datix Suite Web.The maximum number of users who can access Datix Suite Web depends on the number of Datix Suite Web CAL licenses purchased. Then click Save. The User and Password set above must be used to login Datix Suite

and Datix Suite Web

As stated above the Visitors (external users) are those who are granted access to Customer report only. To enter a new visitor click the tab Visitors then click Add. Fill in all required fields and choose the access level. The flag Activate Web Edition for current visitor is available for selection only if you have purchased Datix Suite Web and the license of Datix Suite Web has already been activated. Flag Activate Web Edition for current visitor to let the visitor access also Datix Suite Web.The maximum number of visitors who can access Datix Suite Web depends on the number of Datix Suite Web CAL licenses purchased. Then click Save. The User and Password set above must be used to login Datix Suite

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and Datix Suite Web

y The permissions created for Datix Suite do not apply to Datix Suite Web. Use the proper function of Datix Suite Web to set the web permissions of Users and Visitors. Exit To exit the software

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9. DATABASE Device and tag The function Device and tag lets you access the window by which you can catalogue Datix devices and tags in the database according to their intended use/application. This is valid either for Guard tour or Time/Attendance. Once devices and tags have been catalogued they are ready to be assigned to Customers, Offices, Operators or Events/Activities (see function Master records). So, click Device and tag to open the following window

In order to catalogue a new device, select the folder Device, choose the model and click New device. On the right side of the previous window, according to the selected device, information required for its cataloguing are shown

Datix Wi-Trak Datix Proxim/Magnet Datix MaxiMobileDownloader

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Datix X-Term Datix NaNo Once you have entered all the data click Save. Data like S/N, Code, can be entered either manually or automatically (by downloading the information from the memory of the device). Please remember that communication must be enabled first in order to obtain the requested information from the device. When you catalogue a new device the Assignments area is empty. The information relative to this area appear only when the device catalogued in this window is associated with Customers, Offices, Operators or Events/Activities (see function Master records). In order to display the catalogued devices and their information scroll Device list as shown in the following window

Select the device. On the right side of the window the relative information will appear (including associated Customer/Office/Operator, if any). If you want to apply a filter to the visualization of the devices use the function Show

In order to catalogue a new tag, select the Tag folder, choose the intended use/application of the tag (End of shift, Guard tour,.) and click New Tag.

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On the right side of the previous window, according to the selected application, information required for tag cataloguing are displayed

Undefined/Operator Event/Alarm End of shift

Start of guard tour For use in guard tour

(to identify a location) For use in time/attendance

(to identify a location)

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Once you have entered all the data click Save. If you catalogue a magnetic tag check Magnetic tag and fill in the field SAVV code. If you catalogue a RFID tag do not check Magnetic field and enter SAVV code or Standard code (10 chars). Sometimes, for security reasons, the RFID tags are delivered without any written information about their code. We have therefore developed a specific automatic procedure in order to store tags code in the database. The same procedure can be used also with magnetic tags.

1. Clear the memory of your device before starting the procedure 2. Place the tags on your desk according to a specific order and do not move them until you

have completed the operation (you can also use the Tag installation sheet in Appendix B and stick the tags with their description)

3. Read the tags with the device (we suggest max. 10/15 tags per time) 4. Activate the communication with the device and click Get in the above window. A new

window appears with the list of the codes of the tags read by the device. The first code on top is the code of the first tag read by the device. In order to enter this code in the database double click it. Now the code appears in SAVV code and Standard code fields. Then add the Description and click Save. In order to catalogue further tags click again Get and follow the same procedure. The tags already catalogued will disappear from the list. They will appear among the tags available for future assignments/associations (see Master records)

When you catalogue a new tag the Assignments area is empty. The information relative to this area appear only when the tag catalogued in this window is assigned to Customers, Offices, Operators or Events/Activities (see function Master records). In order to display the catalogued tags and their information scroll the Tag list as shown in the following window

Select the tag. On the right side of the window the relative information will appear (including associated Customer/Office/Operator, if any). If you want to apply a filter to the visualization of the tags use Sort and Show

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Master records The function Master records lets you access the window by which you can create customers and operators and you can assign (associate) the devices and the tags previously catalogued by the function Device and tag. Click Master records to open the following window

In order to create a new customer click New Customer. In the following window

enter the information about the Customer in the sub-folder Details and click Save. After having clicked on Save, the right part of the window will show further sub-folders by which it is possible to assign tags (for use in guard tour and/or time/attendance) and devices (optional) to the customer In order to introduce a new office for the customer click New Branch office. Skip next window if you do not want to introduce any branch office. In the following window

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enter the information about the branch office in the folder Details (including the Customer associated with the office), then click Save. After having clicked on Save, the right part of the window will show further sub-folders by which it is possible to assign tags (guard tour and/or attendance) and devices (optional) to the branch office. Entered Customers appear in the menu Customers

The branch offices related with a particular Customer appear after having selected the customer in the menu Branch office. In order to assign tags and devices to a particular customer, select the customer in the menu Customers. In the right side of Master record window the necessary folders will appear. In order to assign tags for time and attendance to the customer click the folder Assigned tags (time/attendance)

and then click Tag Management. The following window appears

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In section Tags for time/attendance not assigned yet and undefined you can find the tags previously catalogued by Device and tag and not assigned yet (still available for association). Select the tag you want to assign and move it in the section Assigned tags (time/attendance) by the proper arrows

Repeat the procedure if you want to assign more tags for time/attendance. After that click Close tag management. In order to assign tags for guard tour to the customer click the folder Assigned tags (guard tour)

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and then click Tag Management. The following window appears

In section Tags for guard tour not assigned yet and undefined you can find the tags previously catalogued by Device and tag and not assigned yet (still available for association). Select the tag you want to assign and move it in the section Assigned tags (guard tour) by the proper arrows

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Repeat the procedure if you want to assign more tags for guard tour. After that click Close tag management. In order to assign a device to the customer click the folder Assigned devices

Then click Device management The following window appears

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In section Devices not assigned to any Customer or Branch office you can find the devices previously catalogued by Device and tag and not assigned yet (still available for association). Select the device you want to assign and move it in the section Assigned devices by the proper arrows

After that click Close device management. In order to assign tags and devices to a branch office of a particular customer, select the office from the menu Branch office. In the right side of Master record window the necessary folders will appear. Please follow the same procedure used to associate tags and devices to the customers. In order to filter Customers and tags use the specific functions described by the following window

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In order to introduce a new operator click the folder Operator/End of shift

Then click New Operator

and enter the information about the operator in the folder Operator. Operator code is an alphanumeric code (like description) for the quick search of the operator. Then assign an ID tag to the operator. You must choose the ID tag among those previously entered as Undefined/Operator by the function Device and tag. If you like you can also assign a specific device to the operator. Once all information required have been entered click Save. You will see the list of the operators in the menu Operators

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In order to sort the Operators according to name&surname or code it is necessary to use the specific Sort function. In order to indicate the end of the shift of the operators it is possible to define one or more end of shift tags. End of shift tags must be created only in case the devices are used by more than one operator (i.e.: the device is not personal) and you want to use the Operator report. In any other case it is not necessary to create end of shift tags. End of shift tags must be preliminary catalogued by the function Devices and tags. End of shift tags entered by the function Device and tag appear now in the menu End of shift tag of the Master records window as shown hereafter

In order to display the details of an end of shift tag, select it from the list. The details are shown in the folder End of shift.

In order to trace an event (e.g. fire, open window, ) or a specific activity (e.g. entrance, external area checking, ) by a specific tag it is possible to define one or more event tags. Event tags must be preliminary catalogued by the function Devices and tag. Event tags entered by the function Devices and tags appear now in the menu Event in the folder Event

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In order to display the details of the event tag, select it from the list. Details are shown in the Event folder.

Database printout The function Database prontout lets you access the window by which you can show, print and export the main database entries (Customers, Offices, Operators, devices e tag). Click Database printout to open the following window

From the drop-down menu located on the left of Preview button, you can select the desired list. The Print button sends the selected data directly to the default printer of the computer. The Preview button opens a window that shows the available data. For each list you can specify page orientation and rows color. Filtering may be available for some selections. On the top of the print preview window you can find the following toolbar

by which you can print, export and manage data preview. You can export in the following formats: xml file (*.xml), fixed text (*.txt), Excel file (*.xls), delimited text (*.csv).

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Change database The function Change database lets you access the window by which you can check/change the database of the software. Click Change database to open the following window and check current settings

For some software versions you can choose between MySQL and MSAccess. In this case, the Change database window has got the following appearance:

In order to change the database enter Host (IP address or MySQL server domain name), Port (default=3306), Username (database user, default=root), Password (user password) and Database name. To use a MSAccess remind to locate first the archive file dbsuite.mdb that is usually available in the installation folder. Use the button Find to browse for dbsuite.mdb.

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Once you have entered all data click Change. In order to cancel click Cancel. If you want to exit the application click Exit. Maintenance The function Maintenance lets you access the window by which you can carry out maintenance activities of the database. By clicking Maintenance the following window will appear

Import database To import the database from other Datix softwares (either MSAccess or MySQL) such as Datix Blue Starter, Consumer, Professional, Datix Basic, Custom and Start, Datix GlobalManager and Datix MiniManagement.

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Once you have selected the software click proceed. If requested, choose between MSAccess and MySQL

then select the database to import by the function Open. Then click proceed.

Rebuild database To restore/refresh the database

Choose if you want to carry out the operation on all records or for a selected period only

Delete readings of undefined tags and tags not assigned to operators To delete the readings relative to undefined tags (for which the intended use/application has not been defined yet) and not assigned to operators

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Delete readings of event tags to delete the readings relative to event tags

Choose if you want to carry out the operation on all records or for a selected period only Delete readings of tags for guard tour and tags not assigned yet To delete the readings relative to tags used for guard tour and readings relative to tags not assigned yet

Choose if you want to carry out the operation on all records or for a selected period only Delete readings of tags for time/attendance and tags not assigned yet To delete the readings relative to tags used for time/attendance and readings relative to tags not assigned yet


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Delete readings of end of shift tags To delete the readings relative to tags used to specify the end of shift of the operators


Remove all undefined tags with no readings in database To delete all undefined tags (for which the intended use/application has not been defined yet). Only tags with no readings saved in the database can be removed. If you want to remove a tag with associated readings please use the function Delete readings of selected tag first. Delete readings of selected device To delete the readings carried out by a specific device

Select the device and choose if you want to carry out the operation on all records or for a selected period only Delete readings of selected tag To delete the readings of a specific tag

Select the assigned customer/branch office and then the tag (guard tour or time/attendance) for which you want to carry out the operation. Choose also if you want to carry out the operation on all records or for a selected period only. Delete readings of selected customer (and branch office/s) To delete the readings of a specific Customer (or Branch office)

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Select the Customer/Branch office and choose if you want to carry out the operation on all records or for a selected period only. Delete readings of selected Operator To delete the readings of a specific operator

Select the Operator and choose if you want to carry out the operation on all records or for a selected period only. Delete all readings To delete all the readings present in the database

Choose if you want to carry out the operation on all records or for a selected period only.

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10. COMMUNICATION COM port The function COM port lets you access the window by which you can set and manage the communication with Datix equipments.

In section COM port settings (Local-GSM) you can define the ports for local and GSM communication for each device according to its technical features (for TCP/IP communication see below). Once the COM ports have been defined you can launch the communication with the device in section Communication (Local-GSM-TCP/IP). If you want to communicate locally (RS232/USB) select the folder Local

then select the device with which you want to communicate. The software will automatically show the COM port previously set in COM ports settings (Local-GSM) section. To enable the communication click Connect. The communication window automatically appears. If the communication window does not appear you can launch it manually by clicking the button Communication Local communication (RS232/USB). See section Local communication (RS232/USB) below for the detailed description of the communication window of each device. To close the communication click Disconnect. Datix devices communicating via the USB require the installation of USB drivers (see ANNEX A Installation of Datix USB drivers). To start an outgoing GSM communication click the folder Outgoing GSM

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then select the device. The software will automatically show the COM port previously set in COM ports settings (Local-GSM) section. Then select the Contact you want to call and click Connect to start the call. As soon as the connection is established the communication window automatically appears. If the communication window does not appear you can launch it manually by clicking the button Communication Outgoing GSM communication To enter a new GSM contact click Add and type the details of the contact. Then click Save.

To start the communication via TCP/IP select the folder TCP/IP

then select the type of device with which you want to communicate and the TCP/IP contact. To start the communication click Connect. As soon as the connection is established the communication window automatically appears. If the communication window does not appear you can launch it manually by clicking the button Communication TCP/IP communication To close the communication click Disconnect. To enter a new TCP/IP contact click Add and type the details of the contact. Then click Save.

Local communication (RS232/USB) The function Local communication (RS232/USB) lets you manually access for each enabled Datix device the window by which you can manage and setup locally the system currently connected to the PC. Local communication (RS232/USB) - Datix Magnet/Proxim If Datix Magnet/Proxim is connected to the RS232 or USB port (via the central unit) and the button Connect has been clicked then the following window automatically appears

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By this window you can check the basic settings of the device (Firmware, Serial number, Number of readings currently stored in the memory of the device, Date and time and Battery). To adjust the clock of the device to the date and time of your PC click Get from PC then click Set. In Download mode section you can decide how to manage the information downloaded from the memory of the device (RFID readings). To download locally the RFID readings Download. By selecting Download and preview (without details) you will get the preview of raw records without details such as tag, operator and device description

Once the preview has been shown you may decide if saving the records in the database (click Database) or exporting the records in a file (click Export records). If you choose Export records then the records are saved in a file according to the settings defined in the window Tools Settings for data exporting. To access this window from the preview click Settings for data exporting Click Close at anytime if you dont want to proceed. By selecting Download and preview (with details) you will get the preview of the records with details such as tag, operator and device description

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Once the preview has been shown you may decide if saving the records in the database (click Database) or exporting the records in a file (click Export records). If you choose Export records then the records are saved in a file according to the settings defined in the window Tools Settings for data exporting. To access this window from the preview click Settings for data exporting Click Close at anytime if you dont want to proceed. By selecting Download and save records in database you will save the records in the database without preview. The progress of the download is indicated by the following bars

By selecting Download and export file the records are automatically saved as .sav file. The progress of the download, the file name and the destination folder are indicated by the following window

Local communication (RS232/USB) - Datix Maxi Mobile Downloader If Datix Magnet/Proxim is connected to the RS232 port (via the central unit) and the buttonConnect has been clicked the following window automatically appear

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By this window you can check the basic settings of the device (Firmware, Serial number, Number of readings currently stored in the memory of the device, Date and time). To adjust the clock of the device to the date and time of your PC click Get from PC then click Set. In Download mode section you can decide how to manage the information downloaded from the memory of the device (RFID readings). To download locally the RFID readings Download. Please see Datix Magnet/Proxim for detailed description of download modes. Local communication (RS232/USB) - Datix Wi-Trak If Datix Wi-Trak is connected to the USB port and the button Connect has been clicked then the following window automatically appears

Scroll the tabs to access the available functions. Available functions may change according to the model of the Datix Wi-Trak connected. Hereafter the description of general buttons and icons Get: to get current setting from the memory of the device Set: to apply the requested setting Get all: to read current settings (all settings) from the memory of the device

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Clear all: to clear all cells of the tab Stop get all: to stop read current settings (all settings) Close: to close the window

: to show the status of ongoing operations Use the arrows to access teh tabs.

Folder: Main By this tab you can check the basic settings of the device (Firmware, Serial number, Number of readings currently stored in the memory of the device, Date and time and Time Zone). To adjust the clock of the device to the date and time of your PC click Read date/time from PC then click Set. For proper working of the device please make sure to apply the correct time zone.

In Download mode section you can decide how to manage the information downloaded from the memory of the device (RFID readings and/or GPS positions). To download locally the RFID readings keep Readings selected, choose one of the options below and click Download. By selecting Download and preview (without details) you will get the preview of raw records without details such as tag, operator and device description

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To download locally the last GPS positions of the device (only for enabled devices) keep GPS positions selected, choose one of the options below and click GPS positions. By selecting Download and preview (without details) you will get the preview of last GPS positions without details such as the description of the device

Click Latitude or Longitude cell to automatically view the position in Google maps (requires internet connection). By selecting Download and preview (with details) you will get the preview of last GPS positions with details such as the description of the device

Click Latitude or Longitude cell to automatically view the position in Google maps (requires internet connection). In the lower section of the Main folder you will find two further buttons. These buttons are useful to clone two or more devices with same settings. Once the first device has been configured you can export a configuration file containing all main settings. The configuration file can then be uploaded in other devices in order to obtain more units with same settings

To export the configuration file from Datix Wi-Trak

To import the configuration file in Datix Wi-Trak in order to clone the settings

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Folder: Reading mode Task - Language By this tab you can choose the RFID reading mode (automatic or manual upon pressure of IN/OUT buttons), you can enable the use of tasks (to describe the activity carried out by the operator) and you can upload up to 30 tasks in the memory of the device (only for units provided with display)

In Reading mode section select Manual (In/Out) if you want to read the RFID by pressing button IN or OUT otherwise select Automatic if you want to read the tags automatically. Flag Use task if you want to enable the tasks management via the display and the membrane keyboard. The use of tasks is useful to describe the activities carried out by the operator. You can upload up to 30 tasks per device. Tasks can be scrolled in the display by buttons 1 and 2. Task descriptions must be entered in the window above. To upload a task enter its text and flag the cell on the left of the text box then click Set. If you want to upload the same tasks in all your devices we suggest to enter all required tasks in the window above then click Save in database. Once a new handheld has been connected click Get from database then review the tasks and click Set. Folder: DST - Battery By this tab you can enable the automatic daylight saving time management and check the battery status (charge, voltage, current, information about USB, if available - only for readers with firmware version higher than 5.0).

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In case of readers with firmware version lower than 5.0, the battery status is not available and the Battery section looks like this

To enable the automatic DST management click Enable DST, enter the Offset and then indicate Day, Time, Month and Week of Start and End of DST. Example: if DST starts on last Sunday of March at 02.00am (the clock must move to 03.00am) and stops on last Sunday of October at 03.00am (the clock must move back to 02.00 am) you must set Start: day=SU, Time=02.00, Month=03, Week= Last week End: day=SU, Time=03.00, Month=10, Week= Last week Folder: GSM/GPS By this folder you can manage the GSM/GPRS radio and the GPS receiver (only for models provided with GPS) To turn the GSM/GPRS radio on flag Enable GSM/GPRS radio and click Set. To turn the GPS receiver on (only for models provided with GPS) flag Enable GPS receiver and click Set. To record the GPS position while reading the tag flag Use GPS coordinates then click Set. If you dont select Use GPS coordinates the tags read by the device are recorded without any information about current GPS position.

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In the field Number of rings before dialing next number you must enter the number of rings with no answer after which the device dials the number of next recipient (this value is used by the handheld when dispatching alerts via Voice call). Click Set to apply the configuration. In the field Number of retries of alert dispatch (SMS, voice, GPRS) you can enter the number of retries the system will perform in case of failure when dispatching alerts via SMS, voice call and GPRS. If you do not wish to apply any limit to the number of retries set No limit. We recommend to set always the number of retries to 5. Click Set to apply the configuration. The number of the Sim Card of the device must be entered in the field Device Sim number. This information is mandatory. Many functions of the device (e.g. the transfer of readings via GPRS) are disabled if the SIM number is missing or not properly entered. In the section Settings for alert dispatch via text message (SMS) you must choose how the device has to send the alerts via SMS (low battery, panic, loss of verticality,...). If you want to send the alerts to a server set Server mode, otherwise if you want to send the alerts in plain text to mobile phones set Text mode. Click Set to apply the configuration. If Text mode has been selected you must enter the text (description) for available alerts. The description will appear in the text message received on the mobile. So enter the desired text in Main alerts and Other alerts tabs then click Set. Furthermore, if Text mode has been selected you may choose if attaching to the text the direct link to Google Maps (useful to view the GPS position at the time the alert was generated). Use Add last tags read if you wish to attach to the alert text message the description of last tags read by the device (this setting is available only for WT-4 models). Folder: GPRS By this folder you can manage the GPRS communication. The window and the functions available depend on the firmware version of the device. For units provided with firmware version lower than 5.0 you are prompted with the following window:

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With firmware version prior to 5.0 you can send data via GPRS in FTP or P2P mode. For more information about FTP and P2P modes please see the hardware manual.To select the mode choose FTP or P2P. If you dont want to send data via GPRS select None. After selecting the mode you must choose the desired scheduling for data transmission. You may choose to schedule data transmission according to time or according to the number of readings (or both). To Schedule data transmission according to time select Enable and choose the polling time (e.g.: if you want to transfer data every 5 minutes choose Daily Every 5 minutes). To Schedule data transmission according to the number of readings select Enable and enter the number of readings after which the device will connect to the server. Click Set to save the configuration. Please remind that if you decide to schedule data transmission according to time the device will connect to the server (according to the schedule) even in case of no readings to download. For both FTP and GPRS mode you must enter the IP address of the server, the Port and the APN settings in the Access Point Name (APN) section. Click Set to save the configuration. To activate the automatic dispatch of alerts via text message in case of failure of the GPRS scroll the list of available numbers in Number for backup text message in case of failure of GPRS connection section and choose the number of the recipient. Backup text messages are available only for alerts dispatch (Panic, Loss of verticality,...) and not for the transmission of readings in case of failure of GPRS. Every backup text message is encrypted. We therefore suggest to send backup text messages to the server only (provided that a GSM modem is connected to it). For readers with firmware version 5.0 or higher you are prompted with the following window:

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The only available GPRS communcation mode is P2P. If the P2P mode is enabled, you must enter the connection parameters in Access Point Name (APN) section. For more information about the parameters required see the hardware user guide. Once you have entered all the required parameters, press SET. To read current parameters from the device memory press GET. After activating the GPRS you must choose the desired scheduling for data transmission. You may choose to schedule data transmission according to time or according to the number of readings (or both). To Schedule data transmission according to time select Enable and choose the polling time (e.g.: if you want to transfer data every 5 minutes choose enter 5). To Schedule data transmission according to the number of readings select Enable and enter the number of readings after which the device will connect to the server. To activate the automatic dispatch of alerts via text message in case of failure of the GPRS scroll the list of available numbers in Number for backup text message in case of failure of GPRS connection section and choose the number of the recipient. Backup text messages are available only for alerts dispatch (Panic, Loss of verticality,...) and not for the transmission of readings in case of failure of GPRS. Every backup text message is encrypted. We therefore suggest to send backup text messages to the server only (provided that a GSM modem is connected to it). To enable the GPRS communication enter all required connection parameters (Access Point Name, APN user, APN password, IP address,.). You may also enter a backup server. Click Set to upload new settings. Click Get to read current settings from device memory. Folder: Phone book and emergency calls In section Wi-Trak phone book for alerts via text message (SMS) and voice call you can save up to 9 phone numbers to be used as recipients of alerts dispatched via text message (SMS) and voice call. Each alert dispatched via text message and voice call can be addressed up to 4 of the 9 recipients described above. Enter the

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phone number in each cell then check the flag of the numbers you actually want to save in memory. Then click Set.

In section SIM numbers and emergency calls (key 1 and key 2) you can view the contacts currently stored in the SIM card and you can select the recipients of the emergency calls that can be initiated by pressing keys 1 and 2 (1 recipient each key). To assign a recipient to key 1 or key 2 double click the desired recipient then choose the key. The click Save.

To enter a new contact in the SIM card click New. The SIM position for the new contact is automatically assigned by the modem.

Section SIM phonebook function appears for enabled devices only (devices provided with display and GSM modem). By this function you can display on the screen of the device, and then scroll and call, the contacts currently stored in the memory of the SIM card. To activate this function flag Display Sim contacts on the screen of the device and click Set. In section White list flag Use white list for incoming calls if you want to filter the incoming calls. The phone numbers of the white list are shown in the Accepted callers area. To enter a new phone number click New, enter the phone number click Save.

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Folder: Audio In section Speaker and Microphone you can set up the volume of microphone and speaker. To apply the settings click Set. In section Acoustic signals (beeper) you can choose the volume of the acoustic signals provided by the beeper of the device (tag reading, incoming call alert ). To apply the settings click Set.

Some functions and settings of Audio folder may not be available for prior firmware and hardware versions of the device. Folder: Low battery alert By this folder you can manage the dispatch of low battery alerts (via text message and/or GPRS). Select the desired dispatch mode and click Set to save the configuration.

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If Send alert with text message (SMS) has been selected then the Text message (SMS) recipients tab appears. You may select up to 4 different recipients. Available recipients can be selected from those entered by Phone book and emergency calls tab (see Wi-Trak phone book for alerts via text message (SMS) and voice call). Click Set to save the configuration. Folder: Verticality By this folder you can manage the dispatch of loss of verticality alerts (via text message and/or GPRS and/or Voice call). Select the desired dispatch mode and click Set to save the configuration.

If Send alert with text message (SMS) has been selected then the Text message (SMS) recipients tab appears. You may select up to 4 different recipients.

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Available recipients can be selected from those entered by Phone book and emergency calls tab (see Wi-Trak phone book for alerts via text message (SMS) and voice call). Click Set to save the configuration. If Send alert with voice call has been selected then the Voice call recipients tab appears. You may select up to 4 different recipients. Available recipients can be selected from those entered by Phone book and emergency calls tab (see Wi-Trak phone book for alerts via text message (SMS) and voice call). Click Set to save the configuration. Pre-alarm duration can be used to avoid false alarms. When the sensor notices alarm triggering status, this setting defines a period during which the sensor is waiting for the normal status to be restored. Please remind that there is a default hardware filter of 30 (cannot be modified by user). So if you want the alert to be dispatched after 60 seconds you must set Pre-alarm duration=30. To enable the pre-alarm enter its duration and click Set. When pre-alarm period is over, and normal orientation is not restored, the device dispatches the alert. During pre-alarm the device can alert the user by its internal beeper. To enable the acoustic pre-alarm enter its duration and click Set. Acoustic pre-alarm duration cannot exceed the pre-alarm duration. So if you want the alert to be dispatched after 60 seconds and you wish to have the acoustic pre-alarm for the last 10 seconds you must set Pre-alarm duration=30 and Acoustic pre-alarm duration=10 Folder: No movement By this folder you can manage the dispatch of no movement alerts (via text message and/or GPRS and/or Voice call). Select the desired dispatch mode and click Set to save the configuration.

If Send alert with text message (SMS) has been selected then the Text message (SMS) recipients tab appears. You may select up to 4 different recipients. Available recipients can be selected from those entered by Phone book and

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emergency calls tab (see Wi-Trak phone book for alerts via text message (SMS) and voice call). Click Set to save the configuration. If Send alert with voice call has been selected then the Voice call recipients tab appears. You may select up to 4 different recipients. Available recipients can be selected from those entered by Phone book and emergency calls tab (see Wi-Trak phone book for alerts via text message (SMS) and voice call). Click Set to save the configuration. Pre-alarm duration can be used to avoid false alarms. When the sensor notices alarm triggering status, this setting defines a period during which the sensor is waiting for the normal status to be restored. Please remind that there is a default hardware filter of 30 (cannot be modified by user). So if you want the alert to be dispatched after 60 seconds you must set Pre-alarm duration=30. To enable the pre-alarm enter its duration and click Set. When pre-alarm period is over, and no movement is detected, the device dispatches the alert. During pre-alarm the device can alert the user by its internal beeper. To enable the acoustic pre-alarm enter its duration and click Set. Acoustic pre-alarm duration cannot exceed the pre-alarm duration. So if you want the alert to be dispatched after 60 seconds and you wish to have the acoustic pre-alarm for the last 10 seconds you must set Pre-alarm duration=30 and Acoustic pre-alarm duration=10 Folder: Panic By this folder you can manage the dispatch of Panic alerts (via text message and/or GPRS and/or Voice call). Select the desired dispatch mode and click Set to save the configuration.

If Send alert with text message (SMS) has been selected then the Text message (SMS) recipients tab appears. You may select up to 4 different recipients. Available recipients can be selected from those entered by Phone book and emergency calls tab (see Wi-Trak phone book for alerts via text message (SMS) and voice call). Click Set to save the configuration.

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If Send alert with voice call has been selected then the Voice call recipients tab appears. You may select up to 4 different recipients. Available recipients can be selected from those entered by Phone book and emergency calls tab (see Wi-Trak phone book for alerts via text message (SMS) and voice call). Click Set to save the configuration. Folder: Tags list (only for models WT-4(G)(D)) This folder is available for Datix Wi-Trak models WT-4(G)(D) designed to read and store RFID tags for indoor tracking in order to locate the Operator where the GPS signal is not available (i.e.: indoor). You can upload up to 500 tags (with description) in the memory of the device. If Add last tags read has been selected in the tab GSM-GPS then the description of last tags read by the device will be attached to the text message sent by the device in case of alert (provided that the tags and their description have been previously saved in the memory of the system). The number of attached tags changes according to the configuration of the device (min 3, max 5). Each tag comes with date and time of reading (fixed characters) and extra information such as Customer or Description (max. number of allowed characters is 10). To save the tags and their description in the memory of the device click the tab Tags list. Section Tags uploaded in device memory shows tags already present in memory.

To upload new tags or to edit the tags already present in memory click Get from database. The section Available tags of the following window shows all tags available for selection in the database. Select the tags you want to upload in the device and move them to section Selected tags by proper arrows

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To save the tags and their information in the memory of the device click Set. Please remind that the maximum number of characters that can be attached each tag is 10. The description is always attached. To attach also information about customer, branch office and operator you must select in the following window the information requested and relative ordering before moving the tags from Available tags section to Selected tags section.

To view the tags currently present in the memory of the device click Get. Uploaded tags are indicated in section Tags uploaded in device memory.

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Example: if tag G08C0ACC has been saved in the memory of the device and the same tag is one of the last 3 tags read before triggering an alarm then the alert text message dispatched will contain the text indicated by the red line (up to 10 characters, so Cliente2 - -)

Local communication (RS232/USB) - Datix NaNo If Datix NaNo is connected to the USB port and the button Connect has been clicked the following window automatically appears

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Scroll the tabs to access the available functions. Available functions may change according to the model of the Datix NaNo connected. Hereafter the description of general buttons and icons Get: to get current setting from the memory of the device Set: to apply the requested setting Get all: to read current settings (all settings) from the memory of the device Clear all: to clear all cells of the tab Stop get all: to stop read current settings (all settings) Close: to close the window

: to show the status of ongoing operations Use the arrows to access teh tabs.

Folder: Main By this tab you can check the basic settings of the device (Firmware, Serial number, Number of readings currently stored in the memory of the device, Date and time and Time Zone). To adjust the clock of the device to the date and time of your PC click Read date/time from PC then click Set. For proper working of the device please make sure to apply the correct time zone. Use Date/Time format to choose the desired format of date and time shown on the screen of the device.

In Download mode section you can decide how to manage the information downloaded from the memory of the device (RFID readings). To download locally the RFID readings choose one of the options below and click Download. By selecting Download and preview (without details) you will get the preview of raw records without details such as tag, operator and device description

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In the lower section of the Main folder you will find two further buttons. These buttons are useful to clone two or more devices with same settings. Once the first device has been configured you can export a configuration file containing all main settings. The configuration file can then be uploaded in other devices in order to obtain more units with same settings

To export the configuration file from Datix NaNo

To import the configuration file in Datix NaNo in order to clone the settings

Folder: Reading mode Task - Language By this tab you can choose the RFID reading mode (automatic or manual upon pressure of IN/OUT buttons), you can enable the use of tasks (to describe the activity carried out by the operator) and you can upload up to 30 tasks in the memory of the device (only for units provided with display). Remind that automatic reading mode is available only for certain models.

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In Reading mode section select Manual (In/Out) if you want to read the RFID by pressing button IN or OUT otherwise select Automatic if you want to read the tags automatically. Flag Use task if you want to enable the tasks management via the display and the membrane keyboard. The use of tasks is useful to describe the activities carried out by the operator. You can upload up to 30 tasks per device. Tasks can be scrolled by the keyboard. Task descriptions must be entered in the window above. To upload a task enter its text and flag the cell on the left of the text box then click Set. If you want to upload the same tasks in all your devices we suggest to enter all required tasks in the window above then click Save in database. Once a new handheld has been connected click Get from database then review the tasks and click Set. Folder: DST - Battery By this tab you can enable the automatic daylight saving time management and check the battery status (charge, voltage, current, informations about USB, if available - only for readers with firmware version higher than 1.0).

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In case of readers with firmware version prior to 1.0, the battery status is not available and the Battery section looks like this

To enable the automatic DST management click Enable DST, enter the Offset and then indicate Day, Time, Month and Week of Start and End of DST. Example: if DST starts on last Sunday of March at 02.00am (the clock must move to 03.00am) and stops on last Sunday of October at 03.00am (the clock must move back to 02.00 am) you must set Start: day=SU, Time=02.00, Month=03, Week= Last week End: day=SU, Time=03.00, Month=10, Week= Last week

Local communication (RS232/USB) - Datix X-Term If Datix X-Term is connected with the COM/USB port and the button Connect has been clicked the following window automatically appears

Scroll the tabs to access the available functions. Available functions may change according to the model of the Datix X-Term connected. Hereafter the description of general buttons and icons Get: to get current setting from the memory of the device Set: to apply the requested setting Get all: to read current settings (all settings) from the memory of the device Clear all: to clear all cells of the tab Stop get all: to stop read current settings (all settings) Close: to close the window

: to show the status of ongoing operations Use the arrows to access the tabs.

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Folder: Main By this tab you can check the basic settings of the device (Firmware, Serial number, Number of readings currently stored in the memory of the device, Date and time and Date/Time format). To adjust the clock of the device to the date and time of your PC click Read date/time from PC then click Set. Use Date/Time format to choose the desired format of date and time shown on the screen of the device. In Download mode section you can decide how to manage the information downloaded from the memory of the device (RFID readings). To download locally the RFID readings choose one of the options below and click Download. By selecting Download and preview (without details) you will get the preview of raw records without details such as tag, operator and device description


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Data are stored on a file in the mode previously set in Tools Settings for data export window. Press the Clear button to erase the trend of the data transfer process and have again available the options of choice for the download. Folder: Reading mode Task - Language By this tab you can choose the RFID reading mode (automatic or manual upon pressure of IN/OUT buttons), you can enable the use of tasks (to describe the activity carried out by the operator) and you can upload up to 30 tasks in the memory of the device.

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In Reading mode section select Manual (In/Out) if you want to read the RFID by pressing button IN or OUT otherwise select Automatic if you want to read the tags automatically. Flag Use task if you want to enable the tasks management via the display and the membrane keyboard. The use of tasks is useful to describe the activities carried out by the operator. You can upload up to 30 tasks per device. Tasks can be scrolled by the keyboard. Task descriptions must be entered in the window above. To upload a task enter its text and flag the cell on the left of the text box then click Set. If you want to upload the same tasks in all your devices we suggest to enter all required tasks in the window above then click Save in database. Once a new unit has been connected click Get from database then review the tasks and click Set. Folder: Relay management By this folder you can configure the relay.

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As described in the hardware user guide, the relay can be configured to be controlled by a list of reserved badges (white list) or to be activated when a timer expires. We therefore refer to Badge operated (white list) and Schedule operated relay modes. In the Enable relay zone and in the Work mode zone you can find the following options:

Disable relay: to disable the relay Schedule operated relay: to control the relay according to a list of daily timers (max 30) Badge operated relay (white list): to control the relay according to a white list of authorized badges Relay duration [sec.]: to configure the duration of the relay N closed: to set the relay N Closed N open: to set the relay N Open

Subfolder: Schedule operated relay In this folder you can set up to 30 daily alarms to activate the relay (if set to be time driven). To add a new alarm or edit an existing one, click the corresponding cell in the Time [HH.MM] column, and enter the required value. To enable or disable an alarm, click the corresponding cell in the Enable/Disabled column.

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Subfolder: Badge operated relay (white list) In this folder you can manage the list of badges enabled to open/close the relay, if the device is set to operate based on white list.

To add a new badge to the white list you must first enter the tag code in the database (as Time/attendance tag). If the badge to be entered has already been saved in the database as Time/Attendance tag then press New badge.

Available tags (badges) are listed in the right section of the window. To add a tag to the white list double click it. The selected tag will be moved into the left section of the window. Use the Hide available tags button to return to the main screen.

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Folder: DST By this tab you can enable the automatic daylight saving time management. In the bottom of the folder you can also read from the device and/or set to the reader the password required to access to the configuration menu and set the device straightly from its keyboard, without using the software.

Each row corresponds to a DST change. For each change, you need to set date, time and offset (+1h/ -1h). Press Set to set DST value on the device. Through the Get button it is possibile to read the current value for the selected change. For the Password to access device internal menu section enter a 4 alphanumeric characters password. The default value is 1234. Click Get to retrieve current password, click Set to upload the new password Folder: SMS/GPRS By this folder you can activate the data transmission via GPRS or SMS.

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To send clockings via SMS flag Send one SMS (text message) after each reading. Remind to enter the phone number of the recipient in the SMS recipient field. To send clockings via GPRS flag Enable GPRS and enter all the connection parameters in the APN-Server tab (IP address, Port, Access Point Name (APN), APN User, APN Password). Once you have entered all the required parameters, click SET button. To read current parameters from the device memory, click GET button. Then move to scheduling of data transmission tab in order to schedule the data transmission. Once you have entered all the required parameters, press Set button. To read the current parameters from the device memory, press Get button.

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11. SCHEDULE Schedule Guard tour Guard tour The function Schedule Guard tour Guard tour lets you access the window by which you can create and schedule guard tour services

In order to create a new guard tour click Add. In the Main folder enter the Guard tour name and the Max duration time of the service. If you want to check the order of tags flag Check order of tags, if you want to check the time between tags flag Check time between tags.

Click Save. Two further folders now appear: Assigned tags (where you can define the tags belonging to the guard tour, the first one is the start tag) and Schedule (where you can schedule the calendars of your guard tours). In the folder Assigned tags you must define the guard tour start tag by choosing it among those catalogued in the database by the function Device and tag. The tags available as start tag are shown in the menu of the section Guard tour start.

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The information about the selected start tag appear on the right section of the window

If you are going to use this tag as start tag click Save in the Guard tour start section. The selected start tag is now shown in the Assigned tags section.

Once you have chosen the start tag, it is necessary to define the other tags belonging to the guard tour by clicking Tag management. The following window appears

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In the Show available tags section select the Customer (and the possible Branch Office) for whom you are going to add the tag to the guard tour. In the section Available tags all the tags available for the selected Customer appear. Select the tag you want to add to the guard tour and move it in the section Assigned tags by the arrows present between the two sections.The tag just added will be shown under the start tag previously defined.

To add more tags repeat the same procedure Once you have associated all tags with the guard tour click Close tag management. Now click each tag of the guard tour in the Assigned tags section to display its details. If in the Main folder you have decided to check either tags reading order or the time between a tag and the next one, you have to define (for each tag) in Tag details section either the ID number or Max time from previous tag for the tag. In order to modify the tag ID number for the selected tag use the appropriate arrows (up and down)

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Once you have set the start tag and the tags belonging to the guard tour you need to schedule the calendars. In order to do that click the folder Schedule and consider the tab Time Schedule

If you are going to monitor the guard tour in real time with Datix Real Time Monitor and/or Datix Real Time Server check I want to monitor the guard tour in real time via RTM and or RTS. In the same tab you can choose if the guard tour is with (Guard tour with time settings) or without (Guard tour without time settings) time settings. If the guard tour is without time seetings the procedure is now completed. If the guard tour is with time settings you need to schedule the calendar and the possible exceptions. By checking the option Guard tour with time settings the section Schedule guard tour appears; choose if you want to schedule the guard tour every day or every week. If you choose to schedule the guard tour Every day then in the lower section of the window the Every day folder appears. In this folder you can enter the start time of the guard tour and the tolerance. If the guard tour must be carried twice or more every day please enter more start times (and relative tolerances). Please make sure that 2 consecutive guard tours do not overlap.

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In order to enter a new start time and a new tolerance click Add, enter Time and Tolerance and click Save

If you decide to schedule the guard tour Every week then the days of the week appear.

Each checked day generates its own folder in the lower section of the window. Enter start time and tolerance for each day.

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Once you have decided to schedule the guard tour Every day or Every week it is necessary to declare whether to use the standard schedule (previously defined) or to apply limitations and exceptions to the calendar.

If you want to carry out the guard tour every day or every week (in the days set before) select Use standard schedule. If you want to limit the guard tour to specific days click Schedule service for specific days only.

On the top left side of the window the Schedule service for specific days only folder will appear

Click that folder to view the calendar with available days (according to the daily or weekly planning). In order to define the specific days for the guard tour, select them with the mouse. Days selected are marked with green colour

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If you want to exclude from the time schedule some days select Remove specific days from standard schedule

On the top left side of the window the Remove specific days from standard schedule folder will appear

Click that folder to view the calendar with available days (according to the daily or weekly planning). In order to define the days to exclude from the guard tour, select them with the mouse. Days selected are marked with red colour

It is also possible for each guard tour to add some exceptions to the standard schedule. To add exceptions click check Exceptions to standard schedule

The folder Exceptions to standard service will appear

Click that folder to view the calendar with available days (according to the daily or weekly planning). In order to define the days with exceptions select them with the mouse. Days selected are marked with yellow colour. In the lower section of the window the list of the days selected for exceptions appears.

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Choose the day for which you want to apply the exception to the standard schedule then click Add in order to enter Time and Tolerance for the guard tour in that particular day Eventually click Save.

To make the guard tour creation easier use Copy existing schema to apply an existing schema to one or more new guard tours.

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Schedule Guard tour Service order The function Schedule Guard tour Service order lets you access the window by which you can create and schedule service orders

In order to create a new service order click Add. In the Main folder enter the Service order name. If you want to check the time between two successive readings of the same tag flag Check the time between two successive readings of the same tag and enter Max. and Min time interval allowed.

Click Save. Two further folders now appear: Assigned tags (where you can define the tags belonging to the service order) and Schedule (where you can schedule the calendars of your service order).

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In the Show available tags section select the Customer (and the possible Branch Office) for whom you are going to add the tag to the service order. In the section Available tags all the tags available for the selected Customer appear. Select the tag you want to add to the service order and move it in the section Assigned tags by the arrows present between the two sections.

To add more tags repeat the same procedure. Once you have associated the tags to the service order click Close tag management.

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Once you have set the tags belonging to the service order you need to schedule the calendars. In order to do that click the folder Schedule and consider the tab Time Schedule

In the tab Time Schedule you can choose how to schedule the service order (Every day or Every week) If you choose to schedule the service order Every day then in the lower section of the window the Every day folder appears. In this folder you can enter the start time, the duration and the number of expected readings for each guard shift of the day. You may enter more shifts per day in order to cover, if required, the complete day (24hrs). Please make sure that 2 consecutive shifts do not overlap.

In order to enter a new shift click Add, enter Time (i.e.: start time of the shift), Duration, Number of expected readings and click Save

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If you decide to schedule the service order Every week then the days of the week appear.

Each checked day generates its own folder in the lower section of the window. For each day enter the start time, the duration and the number of expected readings for each shift. You may enter more shifts per day in order to cover, if required, the complete day (24hrs). Please make sure that 2 consecutive shifts do not overlap.

Once decided to schedule the service order Every day or Every week it is necessary to declare whether to use the standard schedule (previously defined) or to apply limitations and exceptions to the calendar.

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If you want to carry out the service order every day or every week (in the days set before) select Use standard schedule. If you want to limit the service order to specific dates only click Schedule service for specific days only.

On the top left side of the window the Schedule service for specific days only folder will appear

Click that folder to view the calendar with available days (according to the daily or weekly planning). In order to define the specific days for the service order, select them with the mouse. Days selected are marked with green colour

If you want to exclude from the time schedule some specific days select Remove specific days from standard schedule

On the top left side of the window the Remove specific days from standard schedule folder will appear

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Click that folder to view the calendar with available days (according to the daily or weekly planning). In order to define the days to exclude from the service o

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