User Guide for Middleware

TABLE OF CONTENTS
INTRODUCTION............................................................3 GETTING STARTED....................................4 Choosing A Computer.................................................5 Installation...................................................................5 CONFIGURATION...............................................8 CONFIGURING MIDDLEWARE.....................................9 CONFIGURING HARDWARE DEVICES..................10 SST........................................................................11 SST Initial Set-up Instructions.......................................13 SST Hardcode the IP address.......................................15 RSI-HP Series........................................................17 RSI-HP Series Initial Set-up Instructions.....19 RSI-HP 4000 (serial).......21 RSI-HP 4000 (modem).......23 Synel-715...................................................................25 Synel-715 Initial Set-up Instructions..............................28 Synel-760......................................................................29 Synel-760 & 765 Initial Set-up Instructions...................32 Synel-777 IP65.............................................................33 Synel-777 IP65 Initial Set-up Instructions.....................36 MacSema......................................................................37 MacSema Set-up Instructions.......................................40 Web Clock.....................................................................39 VeriFone Tranz 330 and 380.....................................44 VeriFone Tranz 330 and 380 Reload Instructions.........47 Opticon Scanner............................................................48 ZK Software T4..............................................................52 ZK Software T4 Setup Instructions................................54 CONFIGURING VIRTUAL DEVICES............................56 Upload Employees.........................................................57 Upload Time...................................................................58 Upload Accrual Balances...........................................59 Upload Time Off Taken................................................. 60 Upload Cost Center..........................................................61 Upload Punches.............................................................62 Upload Rate-Table.........................................................63

Introduction .
The Middleware has two distinct purposes. First, it facilitates communication between our servers and hardware devices. This allows In and Out punches from remote locations to be collected and sent to a central location for processing. The Middleware is designed to operate at multiple locations and can process data from different types of devices. Once collected and processed, information becomes available as part of an employees timesheet. The Middleware can also serve as a tool that automates the upload of information from your network to central servers. Such information includes Employee Data, Accrual Balances, Cost Centers and Punches. The Middleware can be pointed to a specific directory on your network to retrieve a file that will then upload automatically.

Purpose Clock In/Out Data needs to get from hardware device to central server(s). Various employee and configuration data needs to be pushed from central server(s) to data collection devices (i.e. valid employee IDs, default cost centers, employee templates for Biometric devices, etc). Automate the upload of information from your network to central server(s).

Problem Hardware device is usually connected to companys internal network. Due to strict security it is virtually impossible to establish direct connection to a data collection device from outside a companys internal network. Most data collection devices are designed to work in a polled mode only. That is, a device cannot initiate communication, but waits for an outside entity to do so. For those devices that can initiate communication, most are not capable of doing so via HTTP/HTTPS and in compliance with standard Firewall or Proxy settings.

Solution Middleware is designed as store-and-forward software. Positioned inside a companys network, the Middleware is capable of communicating with various data collection devices on that network. At configured intervals Middleware connects to central server(s) via a HTTP or HTTPS. At this point, data that has been collected from various data collection devices will be relayed to the central server(s). In return, available updates to employee IDs, Biometric templates, etc are pushed from the central server(s) to Middleware so data may be distributed to each data collection device as specified.

Getting Started
This chapter provides information to help you get started with Middleware. It contains the following sections Choosing a Computer to Install Middleware on Installing Middleware

Choosing a Computer
The computer that you choose to install the Middleware on must meet the following conditions 1. 2. 3. 4. The computer must have access to the Internet. The computer must also be connected to you companys local network. The computer must have the latest version of Java installed. The computer must be running one of the following - Windows XP, Windows 2000, Windows 2003, or Linux. (Please consult your Application Specialist to find out which versions of Linux are supported/tested).

Installing Java
The Middleware is written using Java programming language. This allows the program to be installed on multiple types of system platforms. To check Java version 1. 2. 3. 4. 5. Click the Click the button. button.

In the Run box, type cmd in Open field. Type in java version and then press [ENTER]. If Java is installed, the following information (or similar) will be displayed Java version "1.5.0_02" Java(TM) 2 Runtime Environment, Standard Edition (build 1.5.0_02-b09) Java HotSpot(TM) Client VM (build 1.5.0_02-b09, mixed mode, sharing) 6. If Java is not installed, the following information (or similar) would be displayed 'Java' is not recognized as an internal or external command, Operable program or batch file. To 1. 2. 3. install Java Using your web browser, go to http://java.sun.com/j2se/1.5.0/download.jsp Download the Java Runtime Environment JRE 5.0 Update 12 Follow the instructions provided to you by Sun Microsystems on installing Java.

NOTE - Java is provided by a third party (Sun Microsystems) and periodic updates occur which can render the above information invalid. It is recommended to check the status of Java regularly.

Installing Middleware
1. 2. Within your Admin account, go to Maintenance > Hardware > Documentation and Downloads. Or, within a client account, go to Company > Global Setup > Terminals (External). You have the option of downloading the program as a zip or executable file.

NOTE - Regardless of the program used to zip files, the Middleware file should still be unzipped and saved on your C drive. Option #1 Zip File a. b. c. d. e. f. Click the Zipped link, and then click Save. This file should be saved in a location where it can be easily retrieved. Extract the files from this directory, as per your .ZIP application. A folder labeled MW is created by default, and can be renamed. Save the MW folder on root drive of your machine. Open the MW folder. Click on InstallHP_And_Start_MW.cmd. 5

a.

Option #2 Executable File

Click on the Executable link, and then click Run. The following window will appear -

b.

In the Punch MW box, select the C -\ to save the Middleware.

c. d.

Click Extract. A window will prompt you to create the following directory -

e. f.

Select Yes to start the extraction process. Once all files are extracted the following window will appear -

g. h. i.

Click Yes again to run InstallHP_And_Start_MW.cmd. Either option will install the Middleware as a service. The Middleware will start every time the computer is started. This ensures that Middleware will always be running when the computer is turned on. When installation is complete the icon will appear in the system tray.

NOTES -

Configuration
This chapter focuses on the configuration of the Middleware. It contains the following sections Configuration of Middleware

Configuring Middleware
To configure Middleware connection information 1. 2. Click on the icon in your system tray to view the Middleware.

In the Connection Information box, click the Edit Settings button.

3. 4. 5. 6. 7. 8. 9.

In the Description field, you can enter in the location of this Middleware installation, or leave blank. Ensure the WebApps Server field is populated with saas.com. Ensure the WebApps Port field is populated with 80. The Proxy Information field should be left blank unless you are directed otherwise. In the Company Id field type in the value given to you by your time and attendance provider. In the Password field type in the value given to you by your time and attendance provider. Click the Save button. The icon within your system tray should now display as .

Configuring Hardware Connected to Middleware

The following section provides detailed instructions for configuring and connecting devices that are connected to Middleware. The following devices are currently supported Specialty Sensor BR (SST-NBR100) RSI HP Series RSI HP 4000 (Serial) Synel-715 Series Synel-760 Series MacSema Web Clock VeriFone Tranz 330 and 380 Opticon Scanner ZK Software T4 Fingerprint Reader

10

Connecting the Specialty Sensor BR (SST) to Middleware

1. 2. 3.

Ensure the device is directly connected to the network hub. Routers and firewalls may block communication. Within the Middleware, under the Devices window, click the button.

In the Device Settings window enter in the Name, Time Zone and Type of Device.

4.

You will then view the following settings, which need to be configured on the device:

- Port To Wait On - 2323 - Read Time Out (Sec) - 600 - Open Relay on Valid Swipe - Leave unchecked (Access is granted by swiping a valid user card and entering the relevant PIN. I.E. a valid card will open relay 2). - Access Control Only - Leave unchecked (Access Control is any mechanism by which a system grants or revokes the right to access some data, or perform some action. I.E. Access control is analogous to locking the gate at closing time). - Upload Employees on Change Leaving unchecked will synchronize employee data at night. - Swipe Message Display Time (Sec) - 5 (the amount of time a message will show on the clock after someone swipes). 11

- Relay Open Time (Sec) - 5 (the amount of time a door will be open after someone swipes (used only for access control)). - Prompt Message Line - Swipe Card

- The following are messages that can appear on the display of the clock, with regard to the type of punch taking place: a. Access Granted Msg Line 1 (Offline) - [Punch OK] b. Access Granted Msg Line 2 (Offline) - [Offline] c. Access Denied Msg Line 1 (Offline) - [Save f/ Validation] d. Access Denied Msg Line 2 (Offline) - [Offline Invalid] e. Access Granted Msg Line 1 (Online) - <Leave Blank> f. Access Granted Msg Line 2 (Online) - [Punch OK] g. Access Denied Msg Line 1 (Online) - <Leave Blank> h. Access Denied Msg Line 2 (Online) - [Invalid Badge ID] i. Badge Skip First - Enter zero j. Badge Length - End 5. 6. Click the Add Device button. In the Middleware Device Settings window, you will now see that the device has been added.

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7. 8. 9.

Select the checkbox next to the devices name to enable the device. The Functions button will then appear, allowing you to configure the IP. Click the Functions button. You should see Device Found and the IP address if located of the device in the log at the bottom in the Log.

NOTE - If the device has automatically picked up the IP address then DHCP is enabled on the computers network. If the device is not found, a firewall or router could be blocking it. 10. Next, click the drop down next to SST IP (Found) (1 arrow on the following display) and select the IP address listed. 11. Select the IP address from the SST IP (Found) dropdown and within the MW Server IP field and click Update rd Settings (3 arrow on the following display).
st

12. Then, in the New Settings section, by default DHCP is enabled. However, if you want to hardcode the IP address to this device, you can uncheck DHCP. Otherwise, select the MW Server IP dropdown box, select the IP address and click Update Settings. If DHCP is Enabled a. Use Link b. Disable DHCP. c. Enable DHCP. d. Click on Save. e. Then click on Reboot. If DHCP is Not Enabled a. Type in the correct IP address in the Set IP section. b. Type in the correct Subnet Mask in the Set Subnet Mask section. c. Type in the correct Gateway in the Set Def. Gateway section. 13

d. Skip MW Server IP section. e. Then click on Save. f. Display IP address 13. If setup correctly, the device will turn off, restart, and beep. Once rebooted, the device will display the time (in correct time zone), the Swipe Card message, a red indicator light, and an orange indicator light indicating that the device is connected to the Middleware. 14. Then, test the device with an employee swipe. NOTE - See Specialty Sensor BR (SST) Setup Instructions on next page.

14

Specialty Sensor BR (SST) Setup Instructions

NOTE - Do not attach the devices faceplate until it is mounted on the wall and do not attach device to wall until it has been configured 1. 2. 3. 4. To plug in the Network cord and Power supply, remove the faceplate of the device and unscrew the 4 screws located underneath. Then remove the back of device. The network cord can be connected to the silver Ethernet plug (located on the red circuit board), and the power supply can be connected to the black plug. When the device boots up, it will display the time (EST) and a Swipe Card message. The red indicator light should be on, indicating the device is plugged in.

NOTE - To hardcore an IP address to a Specialty Sensor BBR (SST) please see following page.

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To hardcode the IP address to the Specialty Sensor BBR (SST)

NOTE - This process works only for barcode type reader devices. 1. Please fold this paper, and swipe the bar code below to retrieve device IP:

2. 3. 4. 5.

6.

7. 8.

Then, go to your Command Prompt by going to Start Menu > Run, and type in cmd in the Run window. Within the Command Prompt type telnet and the device IP. Then, type in PN to display current network settings. Next, you have two options, to enable DHCP, which will acquire the IP address from the network directly, type in ND1. Or, you can disable DHCP by typing ND0. If you choose to disable DHCP, you must then complete the following steps. To configure IP, type in NA and the IP address of the device in the following format - NA000.000.000.000 and press [ENTER]. To configure subnet, type in NM and the IP address of the device in the following format - NM000.000.000.000 and press [ENTER]. To configure gateway, type in NG and the IP address of the device in the following format - NG000.000.000.000 and press [ENTER]. Next, you will configure SST reader with information on how to connect to Middleware. You will need IP address of the server where Middleware is installed. To set the IP address of the Middleware to the device, please complete the following steps - Type in NS and the IP address of the device in the following format - NS000.000.000.000 and press [ENTER]. To set the port (configure during step #5) of the Middleware to the device, type in NT# and the IP address of the device in the following format - NT#0000 and press [ENTER]. To review the settings you just configured, type in PN. Finally, to push settings out to device, type in NRUu. The device will turn off, restart, and beep. Once rebooted, the device will display the time (in correct time zone), Swipe Card, the red indicator light, and an orange indicator light indicating that the device is connected to the Middleware.

SST Commands U - Reset PN - To print network settings ND0 - To disable DHCP ND1 - To enable DHCP NTS10 - Set the server response timeout to 10 seconds NTR15 - Set the retry time between failed attempts to login to the server to 15 seconds NRUu - To save and reboot NA192.168.1.190 - Sets IP address to 192.168.1.190 NG192.168.1.1 - Sets gateway address to 192.168.1.1 NM255.255.255.0 - Sets subnet mask to 255.255.255.0 NT#2323 - Sets port to 2323 NS192.168.1.110 - Sets server IP address to 192.168.1.110 NOTE - To configure IP using serial connection, please contact your Application Specialist.

NOTES -

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Connecting RSI HP Series to Middleware

1. 2. 3.

Within the Middleware, under the Devices window click the button. In the Device Settings window enter in the Name, Time Zone, and Type of Device. You will then view the following settings, which need to be configured on the device -

Reader Id - should be 0 (zero) by default. IP - enter in an available IP on your network, which can be assigned to the HP. Check Interval (Sec) - the rate at which the Middleware will update and pull information from the device. Use Badge Id - check if the employees will be using their Badge ID to punch in. If left unchecked, user will have to use their Employee ID. Job Costing - enables job costing on the device, using the drop down to select the appropriate tree. Check Schedules Box - allows you to restrict an employee from punching if prior to their scheduled time.

4. 5.

Click the button. In the Middleware Device Settings window, you will now see that the device has been added -

6.

Click the checkbox next to the devices name to enable the device and the Functions button will appear, listing the following options when clicked:

17

Beep - used for testing communication between Middleware and clock. If there is communication between the clock and the Middleware, clicking this button will force the clock to make a beep noise. Clear Clocks Users DB - allows you to clear out users currently enrolled on the clock. If there has been communication between the clock and our servers, hand templates would be stored on our servers. Get Reader Information - allows you to retrieve status information of the clock Backup Users - process that loads the hand templates and sends them to the server. Reload User DB - sends the hand templates from the server to the clock. Get Setup - downloads the setup information for the clock. Get User Info - enter the Employee ID or badge number in the text field next to the Get User Info button. Then, click the Get User Info button and information for that employee will be downloaded into the log files.

NOTE - There is a limit of 60 schedules, which the HP-3000 supports. Meaning, no more than 60 schedules will be maintained on the device at a time. NOTE - See RSI HP Series Initial Setup Instructions on next page.

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RSI HP Series Initial Setup Instructions

NOTE - If clocks are not located together, there should be a network/internet connection in every location clock is installed. If all clocks can access one server, you will only need to install one Middleware Code. Prior to configuration of your HP, you will need the following information 1. An available IP address on your network. Setting up the clock is the same as adding another computer to your network. The clock will need an available IP address to communicate with Middleware. 2. The default gateway and subnet mask of your network. To Enter Command Menu 1. Press [CLEAR] and [ENTER] keys at the same time. 2. If there are no users enrolled at the HP, you will see the ENTER PASSWORD display. You have the following options Press [2] and [ENTER]. You will receive the following prompts Prompt Set Language Set Date Format Set Time and Date Set Address Set ID Length Set Serial Your Action NO NO NO NO NO YES

Serial Numbers, which include IP address and Gateways can be obtained from your IT Department:

IP Address Gateway Address -

Subnet Mask Host Bit -

3.

If there are users enrolled at the HP, you will see the ENTER ID display. Enter your ID, press [ENTER], then place your hand. You will receive a score, and then be prompted with the ENTER PASSWORD display. Please follow the above steps (2a and 2b) from there.

To Enroll Users 1. Press [CLEAR] and [ENTER] keys at the same time. 2. Press [4] and [ENTER] to enroll users. You will receive the following prompts Prompt Add Employee Add Supervisor 3. 4. Your Action NO YES

You will be prompted to ENTER ID, then press [ENTER]. You will then be prompted to place your hand 3 times. Enroll all Supervisors (a supervisor on the clock is someone who can enroll other users and reconfigure the IP address of the HP if necessary. Once all supervisors are added, employees can be enrolled). Punch The clock should display ENTER ID. Enter your ID, then press [ENTER]. You will then be prompted to place your hand. After you have placed your hand, you will receive a score on how well the device has read your hand (the lower your score, the better the device has read your hand).

To 1. 2. 3. 4.

To Job Cost 1. Press Yes#. 2. You will see the ENTER ID display. Enter your ID, then press [ENTER]. 3. You will then be prompted to place your hand. 4. You will then be prompted for the Department/Job number. Enter the appropriate number, and press [ENTER]. 19

To Cold Boot Device 1. On the back of your HP, you should see the Reset Button (small white button). Hold down the Reset Button, and unplug the power supply. 2. Keep the Reset Button down, and plug back in. 3. You will see 2 options on the display 1. Setup select if you would like to erase the configuration of the device. 2. All select if you would like to erase the configuration and user accounts on the device.

NOTES -

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Connecting RSI HP 4000 (serial) to Middleware

1. 2.

Within the Middleware, under the Devices window click the button In the Device Settings window enter in the Name, Time Zone, and Type of Device.

3.

You will then view the following settings, which need to be configured on the device -

Reader Id - should be 1 by default. Com Port - on which port the modem was installed. Example - COM3 Modem Baud - the number of signaling elements that occur each second. Example - 300 baud means that 300 bits are transmitted each second (abbreviated 300 bps). Check Interval (Sec) - the rate at which the Middleware will update and pull information from the device. Use Badge Id - check if the employees will be using their Badge ID to punch in. If left unchecked, user will have to use their Employee ID. Job Costing - enables job costing on the device, using the drop down to select the appropriate tree.

4. Click the button. 5. In the Middleware Device Settings window, you will now see that the device has been added:

21

6. Click the checkbox next to the devices name to enable the device and the Functions button will appear, listing the following options when clicked:

Beep - used for testing communication between Middleware and clock. If there is communication between the clock and the Middleware, clicking this button will force the clock to make a beep noise. Clear Clocks Users DB - allows you to clear out users currently enrolled on the clock. If there has been communication between the clock and our servers, hand templates would be stored on our servers. Get Reader Information - allows you to retrieve status information of the clock Backup Users - process that loads the hand templates and sends them to the server. Reload User DB - sends the hand templates from the server to the clock. Get Setup - downloads the setup information for the clock. Get User Info - enter the Employee ID or badge number in the text field next to the Get User Info button. Then, click the Get User Info button and information for that employee will be downloaded into the log files.

NOTE - See RSI HP Series Initial Setup Instructions on pg. 19.

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Connecting to RSI HP Series (Modem)

Initial Setup: 1. Because Middleware is written in Java programming language, certain files need to be moved from the Middleware directory to the Java directory on the computer where Middleware is installed. Moving the files allow Java to work with the modem-based Hand Punch. Open the C:\MW\lib directory on your computer. Copy the comm.jar, javax.comm..properties, win32comm.dll files. Go to C:\Program Files\Java\jre1.6.0_05\lib and paste the files. NOTE depending on where the Java directory is saved on your computer, the path may vary. Configuring Middleware: 1. Within the Middleware, under the Devices window click the button 2. In the Device Settings window enter in the Name, Time Zone, and Type of Device.

3.

You will then view the following settings, which need to be configured on the device -

Reader Id - should be 1 by default. 23

Phone phone number assigned to the handpunch. If the client needs to dial a 9 or any other digit when calling out you will need to include that digit in front of the phone number. Example - 919086472788 Com Port - on which port the modem was installed. Example - COM3 Modem Init String - any number and/or symbol (*,#) that must be dialed prior to the telephone number. Modem Baud - the number of signaling elements that occur each second. Example - 300 baud means that 300 bits are transmitted each second (abbreviated 300 bps). Dial At Times (hh:mm, hh:mm) - the rate at which the Middleware will update and pull information from the device. Use Badge Id - check if the employees will be using their Badge ID to punch in. If left unchecked, user will have to use their Employee ID. Synchronize Hand Templates check if you want hand templates to be synchronized from the time and attendance system to the device. Job Costing - enables job costing on the device, using the drop down to select the appropriate tree.

4. Click the button. 5. In the Middleware Device Settings window, you will now see that the device has been added -

6. Click the checkbox next to the devices name to enable the device and the Functions button will appear, listing the following options when clicked:

Beep - used for testing communication between Middleware and clock. If there is communication between the clock and the Middleware, clicking this button will force the clock to make a beep noise. Clear Clocks Users DB - allows you to clear out users currently enrolled on the clock. If there has been communication between the clock and our servers, hand templates would be stored on our servers. Get Reader Information - allows you to retrieve status information of the clock Backup Users - process that loads the hand templates and sends them to the server. Reload User DB - sends the hand templates from the server to the clock. Get Setup - downloads the setup information for the clock. Get User Info - enter the Employee ID or badge number in the text field next to the Get User Info button. Then, click the Get User Info button and information for that employee will be downloaded into the log files.

NOTE - See RSI HP Series Initial Setup Instructions on pg. 19.

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Connecting Synel-715 to Middleware

1. Go to the Middleware and click on 2.

In The Device Settings window enter in the Name, Time Zone, and Type of Device.

3.

You will then view the following settings, which need to be configured:

25

IP - enter in an available IP on your network, which can be assigned to the SY-715. Port - should be 3734 by default. Check Interval (Sec) - the rate at which the Middleware will update and pull information from the device. Update Times (hh:mm, hh:mm) - allows you to schedule the time(s) when the clock will update, if disabled the clock will update on its own schedule. Card Type - the type of card used to swipe. (Example - barcode, magnetic, proximity) Card Length - should be 20 by default. Enable Keyboard - enables keyboard to allow employees to type in their badge id, job number, or flat dollar amounts. Validate Employee - after swiping, the setting will check the employee is part of that company. Prompt In/Out - allows the employee to select that their punch is an in or out punch. 1 is in, 2 is out. Job Costing - enables job costing on the device, using the drop down to select the appropriate tree. Please see SY-715 Setup Instructions for further information regarding job costing on the SY-715. Badge Length - how many digits the clock will read on the barcode. Example - If you only use 10 digits then 10 should be added into this field. Badge Offset - number of digits from the left of the badge # that the clock is told to ignore. Example - the actual badge length is 20 digits, but the clock should only read the last 14 digits therefore offset in this case would be 6 digits.

1 26

3. 4.

Badge Prepend - a specified set of numerical digits, which the system assumes precede an employees badge ID. Collect Money - enables the entering of fl at dollar amounts. (Example - $100.00 would need to be entered as 10000 and the system assumes the last 2 digits are cents) Money Store As - allows you to specify the pay category to which the dollars are assigned. Check Schedules - allows you to restrict an employee from punching if prior to their scheduled time.

Click the button. In the Middleware Device Settings window, you will now see that the device has been added.

5.

Click the checkbox next to the devices name to enable the device. The Functions button will appear, listing the following options when clicked -

Sync Time - synchronizes clock time with server time. Ping - allows the Middleware to ping the IP address of the clock and automatically enters the results of the ping test into the log files. Trace Route - allows the Middleware to trace route the IP address of the clock and automatically enters the results of the trace route into the log files. Get Status - retrieves an updated status of the device and enters the results in the log file. Clear Buffer - will remove stored punches from the device. Reset Buffer - takes all the stored punches that were read and makes them unread. Upload Employees - forces the upload of employees to the clock. Upload Codes - forces the upload of codes to the clock. Upload Settings - forces the upload of settings on the Middleware to the clock. Reprogram - do not touch unless instructed to do so by your time and attendance provider.

NOTE - See SY-715 Initial Setup Instructions on next page.

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SY-715 Setup Instructions

NOTE - Please have the following network information available - Subnet Mask, IP Address, & Gateway Address. SY-715 has two network ports on the bottom. The middle port should be used when connecting device to the network. 1. 2. 3. 4. 5. 6. 7. 8. Press [1] and [2] simultaneously six times. The screen will display the version and date. Press [Enter]. The screen will display - ADJUST RTC (N/Y). By default N will be selected, press [Enter]. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [Enter]. The screen will display - BAUDRATE - 19200. By default 19200 should be selected, press [Enter]. If 19200 is not selected, press [Out] to scroll through the options. Once 19200 is selected, press [Enter]. The screen will display - STATION ID - 00. By default 00 should be selected, press [Enter]. If 00 is not selected, press [Out] to scroll through the options. Once 00 is selected, press [Enter]. The screen will display - MODEM RINGS - N. By default N should be selected, press [Enter]. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [Enter]. The screen will display - NETWORK (N/A/B) - B. By default B should be selected, press [Enter] twice. If B is not selected, press [Out] to scroll through the options. Once B is selected, press [Enter] twice. The screen may display one of the following messages Display - POLLING INTERVAL - enter all zeros and press [Enter]. Display - POLLING (Y/N) - By default N should be selected, press [Enter] twice. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [Enter] twice. The screen will display - PLEASE, WAIT If the steps were done correctly, the device will prompt you to Press [Enter] key. If you get an error message, please repeat steps 1 - 8. The screen will display - MY IP ADDRESS -, enter the IP Address that you wish to assign to this machine and press [Enter] twice. The screen will display - GATEWAY ADDRESS -, enter your Gateway Address and press [Enter] twice. The screen will display - REMOTE ADDRESS -, enter all zeros and press [Enter] twice. The screen will display - SUBNET MASK -, enter your Subnet Mask and press [Enter] twice. The screen will display - MY PORT - 03734. By default 03734 should be selected, press [Enter]. If 03734 is not selected, punch in the numbers and press [Enter]. The screen will display - HOST PORT -, enter all zeros and press [Enter]. The screen will display - DISCONCT SEC - 5. By default 5 should be selected, press [Enter]. If 5 is not selected, press [5] and press [Enter]. The screen will display - DHCP - N. By default N should be selected, press [Enter]. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [Enter]. The screen will display - PLEASE, WAIT The device will prompt you to Press [Enter] key. The screen will display - USER FIELD - 0000. By default 0000 should be selected, press [Enter]. If 0000 is not selected, punch in the numbers and press [Enter]. The screen will go back to its default screen, displaying the version and date. The process has been completed.

9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20.

How to Job Cost on SY-715 1. Device should read Swipe Card, once you swipe; you should be prompted with Enter Job. 2. Enter the job number you are punching into. Press [ENTER]. 3. If you are not switching jobs, do not enter a job number and press [ENTER]. The system will assume you are punching into your default job.

NOTES -

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Connecting Synel-760 or Synel-765 to Middleware

1. 2.

Go to Middleware and click on

In The Device Settings window enter in the Name, Time Zone, and Type of Device.

3.

You will then view the following settings, which need to be configured on the device -

29

IP - enter in an available IP on your network which can be assigned to the SY-715. Port - by default should be 3734. Check Interval (Sec) - the rate at which the Middleware will update and pull information from the device. Update Times (hh:mm, hh:mm) - allows you to schedule the time(s) when the clock will update, if disabled the clock will update on its own schedule. Card Type - Magnetic (the type of card used to swipe. Example - barcode, magnetic, proximity.) Card Length - should be 20 by default. Enable Keyboard - enables keyboard to allow employees to type in their badge id, job number, or flat dollar amounts. Validate Employee - after swiping, the setting will check the employee is part of that company. Prompt In/Out - allows the employee to select that their punch is an in or out punch. 1 is in, 2 is out. Job Costing - enables job costing on the device, using the drop down to select the appropriate tree. Please see Appendix D for further information regarding job costing. Badge Length - how many digits the clock will read on the barcode. Example - If you only use 10 digits then 10 should be added into this field. Badge Offset - number of digits from the left of the badge # that the clock is told to ignore. Example - the actual badge length is 20 digits, but the clock should only read the last 14 digits therefore offset in this case would be 6 digits.

0 -

Badge Prepend - a specified set of numerical digits, which the system assumes precedes an employees badge ID. Collect Money - enables the entering of flat dollar amounts. Example - $100.00 would need to be entered as 10000 and the system assumes the last 2 digits are cents. Money Prompt - what is displayed to the users who are collecting money. Example - Enter Tips. Money Store As - allows you to specify the pay category to which the dollars are assigned. Check Schedules - allows you to restrict an employee from punching if prior to their scheduled time.

4. 5.

Click the button. In the Middleware Device Settings window, you will now see that the device has been added.

6.

Click the checkbox next to the devices name to enable the device. The Functions button will appear, listing the following options when clicked. -

30

Sync Time - synchronizes clock time with server time. Ping - allows the Middleware to ping the IP address of the clock and automatically enters the results of the ping test into the log files. Trace Route - allows the Middleware to trace route the IP address of the clock and automatically enters the results of the trace route into the log files. Get Status - retrieves an updated status of the device and enters the results in the log file. Clear Buffer - will remove stored punches from the device. Reset Buffer - takes all the stored punches that were read and makes them unread. Upload Employees - forces the upload of employees to the clock. Upload Codes - forces the upload of codes to the clock. Upload Settings - forces the upload of settings on the Middleware to the clock. Reprogram - do not touch unless instructed to do so by your time and attendance provider. Upload Bells - forces the upload of bells to the clock.

NOTE - See SY-760 & 765 Initial Setup Instructions on next page.

31

Sy-760 & 765 Setup Instructions

NOTE - Please have the following information regarding your network ready - Subnet Mask, IP Address, & Gateway Address 1. 2. 3. 4. 5. 6. 7. 8. Press [Up] and [Down] yellow arrows (right of display) simultaneously six times. The screen will display the version and date. Press [? ]. The screen will display - ADJUST RTC (N/Y). By default N will be selected, press [? ]. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [? ]. The screen will display - BAUDRATE - 19200. By default 19200 should be selected, press [? ]. If 19200 is not selected, press [Out] to scroll through the options. Once 19200 is selected, press [? ]. The screen will display - STATION ID - 00. By default 00 should be selected, press [? ]. If 00 is not selected, press [Out] to scroll through the options. Once 00 is selected, press [? ]. The screen will display - MODEM RINGS - N. By default N should be selected, press [? ]. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [? ]. The screen will display - NETWORK (N/A/B) - B. By default B should be selected, press [? ] twice . If B is not selected, press [Out] to scroll through the options. Once B is selected, press [ ] twice. ? The screen may display one of the following messages: Display - POLLING INTERVAL - enter all zeros and press [Enter]. Display - POLLING (Y/N) - By default N should be selected, press [Enter] twice. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [Enter] twice. The screen will display - PLEASE WAIT If the steps were done correctly, the device will prompt you to Press [? ] key. If you get an error message, please repeat steps 1 - 8. The screen will display - MAC SEND (Y/N) - N By default 'N' should be selected, press [? ] twice. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [ ] twice. ? The screen will display - MY IP ADDRESS -, enter the IP Address that you wish to assign and press [? ]. The screen will display - GATEWAY ADDRESS -, enter your Gateway Address and press [? ]. The screen will display - REMOTE ADDRESS -, enter all zeros and press [? ]. The screen will display - SUBNET MASK -, enter your Subnet Mask and press [? ]. The screen will display - MY PORT - 03734. By default 03734 should be selected, press [ ]. If 03734 is not ? selected, punch in the numbers and press [? ]. The screen will display - HOST PORT -, enter all zeros and press [? ]. The screen will display - DISCONCT SEC - 5. By default 5 should be selected, press [? ]. If 5 is not selected, press [5] and press [ ]. ? The screen will display - DHCP (Y/N) - N. By default 'N' should be selected, press [? ] twice . If N is not selected, press [Out] to scroll through the options. Once N is selected, press [? ] twice. The screen will display - PLEASE WAIT The device will prompt you to Press [? ] key. The screen will go back to its default screen, displaying the version and date. The process has been completed.

9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20.

NOTE - Network cable should be plugged into the output which has word "NET" printed on the buttons F1, F2, F3, F4 are disabled. How to Job Cost on SY-760 1. Device should read Swipe Card, once you swipe; you should be prompted with Enter Job. 2. Enter the job number you are punching into. Press [? ]. 3. If you are not switching jobs, do not enter a job number and press [? ]. The system will assume you are punching into your default job.

NOTES -

32

Connecting Synel 777 / IP65 to Middleware

1. 2.

Go to Middleware and click on

In The Device Settings window enter in the Name, Time Zone, and Type of Device.

3. You will then view the following settings, which need to be configured on the device -

33

IP - enter in an available IP on your network, which can be assigned to the SY-715. Port - by default should be 3734. Check Interval (Sec) - the rate at which the Middleware will update and pull information from the device. Update Times (hh:mm, hh:mm) - allows you to schedule the time(s) when the clock will update, if disabled the clock will update on its own schedule. Card Type - the type of card used to swipe. Example - barcode, magnetic, proximity. Card Length - should be 20 by default. Enable Keyboard - enables keyboard to allow employees to type in their badge id, job number, or flat dollar amounts. Validate Employee - after swiping, the setting will check the employee is part of that company. Prompt In/Out - allows the employee to select that their punch is an in or out punch. 1 is in, 2 is out. Job Costing - enables job costing on the device, using the drop down to select the appropriate tree. Please see SY-777 IP 65 setup instructions for further information regarding job costing. Badge Length - how many digits the clock will read on the barcode. Example - If you only use 10 digits then 10 should be added into this field. Badge Offset - number of digits from the left of the badge # that the clock is told to ignore. Example - the actual badge length is 20 digits, but the clock should only read the last 14 digits therefore offset in this case would be 6 digits.

34

Badge Prepend - a specified set of numerical digits the system assumes, precede an employees badge ID. Collect Money - enables the entering of flat dollar amounts. Example - $100.00 would need to be entered as 10000 and the system assumes the last 2 digits are cents. Money Prompt - what is displayed to the users who are collecting money. Example - Enter Tips. Money Store As - allows you to specify the pay category to which the dollars are assigned. Check Schedules - allows you to restrict an employee from punching if prior to their scheduled time.

4. Click the

button.

NOTE - See the SY-777 IP65 Setup Instructions on the next page.

35

SY-777 / IP65 Setup Instructions

NOTE - Please have the following information regarding your network ready - Subnet Mask, IP Address, & Gateway Address 1. 2. 3. 4. 5. 6. 7. 8. Press [Up] and [Down] yellow arrows (right of display) simultaneously six times. The screen will display the version and date. Press [? ]. The screen will display - ADJUST RTC (N/Y). By default N will be selected, press [? ]. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [? ]. The screen will display - BAUDRATE - 19200. By default 19200 should be selected, press [? ]. If 19200 is not selected, press [Out] to scroll through the options. Once 19200 is selected, press [? ]. The screen will display - STATION ID - 00. By default 00 should be selected, press [? ]. If 00 is not selected, press [Out] to scroll through the options. Once 00 is selected, press [? ]. The screen will display - MODEM RINGS - N. By default N should be selected, press [? ]. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [? ]. The screen will display - NETWORK (N/A/B) - B. By default B should be selected, press [? ] twice . If B is not selected, press [Out] to scroll through the options. Once B is selected, press [ ] twice. ? The screen may display one of the following messages: Display - POLLING INTERVAL - enter all zeros and press [Enter]. Display - POLLING (Y/N) - By default N should be selected, press [Enter] twice. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [Enter] twice. The screen will display - PLEASE WAIT If the steps were done correctly, the device will prompt you to Press [? ] key. If you get an error message, please repeat steps 1 - 8. The screen will display - MAC SEND (Y/N) - N By default 'N' should be selected, press [? ] twice. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [ ] twice. ? The screen will display - MY IP ADDRESS -, enter the IP Address that you wish to assign and press [? ]. The screen will display - GATEWAY ADDRESS -, enter your Gateway Address and press [? ]. The screen will display - REMOTE ADDRESS -, enter all zeros and press [? ]. The screen will display - SUBNET MASK -, enter your Subnet Mask and press [? ]. The screen will display - MY PORT - 03734. By default 03734 should be selected, press [ ]. If 03734 is not ? selected, punch in the numbers and press [? ]. The screen will display - HOST PORT -, enter all zeros and press [? ]. The screen will display - DISCONCT SEC - 5. By default 5 should be selected, press [? ]. If 5 is not selected, press [5] and press [ ]. ? The screen will display - DHCP (Y/N) - N. By default 'N' should be selected, press [? ] twice. If N is not selected, press [Out] to scroll through the options. Once N is selected, press [? ] twice. The screen will display - PLEASE WAIT The device will prompt you to Press [? ] key. The screen will go back to its default screen, displaying the version and date. The process has been completed.

9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20.

NOTE - Network cable should be plugged into the output which has word "NET" printed on the buttons F1, F2, F3, F4 are disabled.

NOTES -

36

Configuring and Connecting MacSema to Middleware

1. 2. 3.

When setting up the device (i.e. plugging in power supply and USB port), make sure you Add New Hardware when you are prompted. When the dialog box appears click on Continue Anyway. If this is not done the first time you add the device, you will not be prompted to add new hardware again and the device will not be recognized in the Middleware. If device is not recognized in Middleware then (on Windows) go to Control Panel > System > Hardware > Device Manager > Universal Serial Bus controllers and delete the icon with an exclamation point and plug the USB port back in. Go to the Middleware and click on .

4. 5.

In The Device Settings window enter in the Name, Time Zone, and Type of Device.

6.

You will then view the following setting, which need to be configured -

Check Interval (Sec) - the rate at which the Middleware will update and pull information from the device. Job Costing - enables the ability to change cost centers on the clock. Enable Sound - enables or disables sound from the cradle. 37

Upload Codes - forces the upload of codes to the clock. Code Matching Rules a. *any number of characters (alpha, numeric) - Example - 3* would match any barcode starting with the number 3 Example - 3*1 match any barcode starting with 3 and ending with 1. b. any number of digits - starts with a digit, does not have to end with a digit Example - >A would match any barcode starting with digits and ending in A. c. ? any single character - Example - ??? would match any barcode with 3 letters. d. # a single digit - Example - ### would match any barcode with 3 digits. e. @ a single letter (a-z) - Example - @ 22 would match any barcode that starts with a letter. Advanced Init Options - allows you to mark certain types of barcodes either as employee or job code. Barcodes are based on a pattern of numbers. Example - every barcode that starts with 1 will put in code matching rule 1*. Every barcode that starts with a letter will be @*. Please contact your Application Specialist for assistance with the code matching functionality.

7. 8.

Click the button. In the Middleware Device Settings window you will now see that the device has been added.

9.

Click the checkbox next to the devices name to enable the device. The Functions button will then appear, allowing you to configure the IP.

10. Click the Scan button. 11. All Devices should appear under the Stations side of the window The first digit stands for the Cradle. The second digit following the ( . ) stands for the device. In the example above, only one MacSema device is present.

12. Click the Select All checkbox. 13. Click the button. 38

14. Click the

button.

NOTE - Only one MacSema Device is needed under the Devices window in Middleware. See MacSema Instructions on next page.

39

MacSema Setup Instructions

The MacSema cradle charges the device as well as communicates with Time and Attendance System. Place the device in its cradle at the end of each day to upload employees, jobs, punches and obtain program updates. NOTE: To see if the MacSema station is communicating with Middleware, open the Middleware and check the log box on the bottom for Engine_GetSerialNumber(0)=1,00XXXXXX. The Xs would be the serial number on the bottom of the station. Key Overview Listed below is an overview of the key functions. NOTE: to activate numeric keys you must hold down [SHIFT].
1 More 6 2 Job 7 Home 3 Clk 8 ? 4 Emp 9 ? 5 Del 0 Enter

Shift Scan

Shift More or [1] Job or [2] Clk or [3] Emp or [4] Del or [5] Scan or [6] Home or [7] ? or [8] ? or [9] Enter or [0]

activates numeric keys current device settings changes job mode changes clock mode clocks employee in or out cancels or deletes activates scan mode no function in current setup review current device status scroll down scroll up select

Home Screen The MacSema device displays a current job and clock mode (in or out). 1. Press [7] to view current status of device. 2. When scanning EE badge, device will record punch with currently selected job and clock mode. To Review Current Device Settings 1. Press [1] to toggle between the following Device Information - Firmware version and Device ID. Screen contrast settings - press [8] or [9] to edit. Battery Life. Modes Punches and device(s) can be entered by either scanning or entering manually. You will hear a beep upon successful completion of a change or punch.

To Change Job Mode By Scanning 1. Press [SCAN] and scan In Job Barcode. Manually 1. Press [2]. 2. Scroll through jobs using [8] or [9]. 3. Press [5] to cancel. 4. Press [0] to change job. 40

To Change Clock Mode By Scanning 1. Press [SCAN] and scan In or Out Barcode. Manually 1. Press [3]. 2. Scroll through clock modes (in, out) using [8] for up or [9] for down. 3. Press [5] to cancel. 4. Press [0] to change clock mode.

To Clock Employee In or Out NOTE - If an employee is not enrolled on the device, the punch will still save and upload into Time and Attendance system. By Scanning 1. Press [SCAN] and scan in Employee Badge. By Scrolling 1. Press [4]. 2. Scroll through employees using [8] for up or [9] for down. 3. Press [5] to cancel. 4. Press [0] to clock in or out. Manually Entering Employee Number 1. Press and hold [SHIFT]. 2. Enter [Employee Number]. 3. Release [SHIFT]. 4. Press [ENTER] to clock in or out, depending on current mode of device. 5. To backspace, release [SHIFT] and press [5].

To Review Punches 1. Press [8] or [9] to scroll through recorder punches. 2. Displays punch time, job, in/out, employee name and badge ID. NOTE - Barcode value for clock in = 01 and clock out = 02.

NOTES -

41

Configuring the Web Clock

1. 2.

Within Middleware, under the Devices window click on

button.

In The Device Settings window enter in the Name, Time Zone, and Type of Device.

3.

You will then view the following setting, which needs to be configured -

42

Title - enter your Company Name. Web Server Port - enter the server port that you are going to use. To Punch Require - select whether a punch will require a Username or a Badge ID. Check the Password checkbox if you will require an employee to use a password when clocking in. Specify In or Out - allows you to specify on the web clock if your punch is an in punch or out punch. Display Clock - select whether you want the clock to display in the upper right hand corner. Clock Size - enter the font size you would like the clock to be. Message Time Out (Sec) - enter for how long you want the Valid or Invalid punch message to display. Message - enter a message that will be displayed to your employees upon clocking in or out. Example Welcome.

4.

Click the

button.

NOTE - Open your web browser and type http://localhost:Web_Server_Port/. From any computer in the local area network you should be able to clock in or out. All punches will be saved in the Middleware and forwarded to timesheets when an Internet connection can be made.

43

Configuring and Connecting VeriFone Tranz 330 and 380 to Middleware

NOTE - This device should be enabled only if it will be dialing into an external server. 1. 2. Go to Middleware and click on . In the Device Settings window enter in the Name, Time Zone, and Type of Device.

3.

You will then view the following settings, which need to be configured -

1. 2. 4. 5.

Com Port - on which port the modem was installed. Example - COM3 Modem Init String - any number and/or symbol (*,#) that must be dialed prior to the telephone number.

Click Add Device.In the Middleware Device Settings window, you will now see that the device has been added. Select the checkbox next to the device name to enable the device. 44

Configuring VeriFone Tranz 330 and 380 within Admin Account

1. Within your Admin Account, go to Maintenance > Hardware > VeriFone Installation, click on the Add New Device button on the bottom left navigation bar and then you will see the following screen -

Company - this will be the name of the company that will be using the device. You can click on the look up icon for a list of available company names. Serial # - this is the serial # of the device. It is located on the bottom of the device. NOTE - Enter the serial number straight through, no dashes. Example - 123456789. Name - any name you would want to give to the device. For example, Breakroom Clock. Time Zone - this is the time zone that the device is located at. 45

Phone to Dial - this is the phone number the device will dial to send punches to the central servers. The number will be 19086472788. If the client needs to dial a 9 or any other digit when calling out you will need to include that digit in front of the phone number. Example - 919086472788 Dial Time From / Dial Time To - range of time the clock is scheduled to dial into the servers. Enable Keyboard - enables the use of the keypad on the device. Prompt In/Out - when enabled, will prompt the employee to press 1 to punch in and 2 to punch out Validate Employees - will validate an employees badge ID when punching. In Key Pressed - message that will display on the device when an employee punches in or presses the in key. This message will be shown even if the Prompt In/Out checkbox is not highlighted. Out Key Pressed - message that will display on the device when an employee prompts the device for an out punch. This will only be shown if the Prompt In/Out checkbox is highlighted. Swipe OK - message that will display on the device when an employees swipe is accepted into the device. Invalid Badge Used - message that will display when an unrecognized badge / swipe card is used to punch in/out. Invalid Key Presse d - message that will display when an invalid key is pressed. Card Swiped with In/Out Enabled - message that will display to warn an employee to press for an in punch or for an out punch after swiping a card. NOTE - the Prompt In/Out checkbox needs to be enabled to use this feature. Enabled (for Cost Center Change #1) - enables the ability to change cost centers (or departments) during the day by clocking in/out. Cost Center Tree to Use - allows you to choose between the list of enabled cost center trees to be in use for an employee to change cost centers (or departments). Input Type - allows you to choose between the different types of input methods for the cost center Numeric or Alphanumeric. Minimum Length - minimum length of digits of the cost center ID. Maximum Length - maximum length of digits of the cost center ID. Prompt Message - message to be displayed when changing cost centers.

NOTE - To enable more than one cost center highlight the Enabled checkbox in the Cost Center Change #2 or #3 boxes and follow the same instructions for Enabling Cost Center Change #1. See Verifone Tranz 330 and 380 Reload Instructions on next page.

46

Verifone Tranz 330 and 380 Reload Instructions

IMPORTANT - Prior to programming the device, you will need to find out Ph. # Do you need to dial 9 or any other digit before calling out? Does your telephone company require you dial a 1 when dialing long distance numbers? Does any other device/fax/phone utilize the same line as this VeriFone Terminal? 1. 2. 3. Before you begin, make sure the device is connected to a phone line and that the phone line is working. Then, clear the terminal by holding down [ * ] and then pressing [CLEAR]. You will then be prompted to enter a password, which is [ 8 ] [ALPHA] [ 0 ] [ALPHA] [ 8 ] [ALPHA] [ 5 ] [ 3 ] [ 6 ] [ 1 ] [ 0 ] [ 4 ] [ 1 ] [ALPHA] [ENTER] 4. If the terminal does not display SUCCESSFUL, you must try again. 5. Next, you must press [ENTER], and FUNCTION? will be displayed. Press [ 0 ]. 6. The screen will then display DOWNLOAD?, press [ENTER]. 7. The screen will now display DOWNLOAD PHONE NUM?, enter [1] [9] [0] [8] [6] [4] [7] [2] [7] [8] [8] and press [ENTER]. NOTE - If 9 is required when dialing out, please enter 9 in front of the telephone number. 8. The screen will display SERIAL NUMBER?, this is located at the bottom of your device. Enter Serial Number, and press [ENTER]. Note - This should be a nine digit number. 9. The screen will display APPLICATION ID?, enter 57922 and press [ENTER]. 10. The screen will then display DNLD SPEED?, press [ 2 ] then [ENTER]. The device will then dial and start downloading the program. NOTE - this process may take a few minutes. If successful, when the download is complete the screen will display DOWNLOAD DONE briefly, and then display current day, date and time. NOTE - if you receive a different message, please repeat entire reload process to ensure you entered everything correctly. If you still receive an error, please contact your Application Specialist. 11. Finally, you must download accounts, by pressing [FUNCTION] [ 1 ]. NOTE - This step only needs to be done with initial reload of device. The device will operate in batch mode and you do not need to download accounts or upload punches unless there is an exception. Other Functions 1. To review punches, press [FUNCTION] [ 2 ]. This allows you to view punches as a row of numbers, which are badge ID, date of punch, and time of punch. 2. To display badge IDs, press [FUNCTION] [ 3 ]. To scroll through IDs, press [ENTER]. To 1. 2. 3. 4. Change Phone Number on Device Press [FUNC] [8]. You will be prompted with ENTERPASS, enter [1] [ALPHA] [ALPHA] [6] [6] [8] [3] [1], then [ENTER]. You will be prompted with STORE WHAT?, enter [1] [0] [0], then [ENTER]. You will be prompted with 0100, enter the following phone number, (with 9 in front if necessary) - [1] [9] [0] [8] [6] [4] [7] [2] [7] [8] [8] then [ENTER]. 5. You will be prompted with STORE WHAT?, press [ENTER]. To 1. 2. 3. To 1. 2. 3. Recall Phone Number on Device Press [FUNC] [7] You will be prompted with RECALL WHAT? Enter [1] [0] [0] and press [ENTER] to display the phone number displayed on device. Reprogram Device After it has Already Been Programmed Press [FUNC] [0] You will be prompted with DOWNLOAD? Press [ENTER]

NOTES -

47

Configuring Opticon Scanner to Middleware

1.

Open the Opticon USB driver file (optousb.eee) provided by your Application Specialist. The following window will appear -

2.

Click OK to save the file on your desktop. Rename the file optousb.exe then click Save. You will then see the following icon on your desktop:

3.

Double click on the optousb icon to begin the execution. The following window will appear -

48

4. 5.

Click on the Extract button to install the Opticon USB driver. Follow the next steps of the installation Wizard. Connect the scanner to the USB port on your computer. You will hear a beep when the connection has been made.

NOTE - If you receive a pop up notification on the taskbar indicating the port number when you connect the Scanner to your computer, please skip steps 6 through 8. 6. 7. Click on the Start menu located at the bottom left hand side of your screen. Scroll up to Settings and then click on Control Panel. Click on the System Icon. You will then see the following window:

49

8. Click on the Hardware tab. Then click the Device Manager. You will see a list of devices on your computer. 9. Scroll down until you find Ports (COM & LPT). Click on the plus sign to view what port the Barcode Scanner is on. 10. Within Middleware, confirm the port the Barcode Scanner is using is the Com Port listed in the Settings of the Opticon 2001. The Modem Baud should be 9600.

50

11.

Scan a user barcode. The following window will appear indicating the user was clocked in/out successfully:

NOTES -

51

Connecting ZK Software T4 to Middleware

1. 2.

Go to Middleware and click on . In The Device Settings window enter in the Name, Time Zone, and Type of Device.

3.

You will then view the following settings, which need to be configured:

Device IP - enter the IP Address. Device Port - 4370 Local Port - 4371 Check Interval (Sec) - 120 Update Times (hh:mm, hh:mm) - allows you to schedule the time(s) when the clock will update, if disabled the clock will update on its own schedule. Enable Voice - OPTIONAL; creates a voice to explain actions. Click on Save Settings. 52

4.

In the Middleware Device Settings window, you will now see that the device has been added -

5.

Click the checkbox next to the devices name to enable the device. The Functions button will appear, listing the following options when clicked:

Sync Time - synchronizes clock time with server time. Ping - allows the Middleware to ping the IP address of the clock and automatically enters the results of the ping test into the log files. Trace Route - allows the Middleware to trace route the IP address of the clock and automatically enters the results of the trace route into the log files. Get Status - retrieves an updated status of the device and enters the results in the log file. Restart - restarts device. Update Settings - forces the update of settings on the Middleware to the clock. Clear All Users - clears all the users in the system. Remove Employee - removes employee from device. Enter the ID# of employee in box to right of it.

NOTE - See ZK Software T4 Initial Setup Instructions on next page.

53

Initial Setup Instructions for ZK Software T4

NOTE - Please have the following network information available - Subnet Mask, IP Address, & Gateway Address. To Set IP on Device: 1. Plug in the power supply and Ethernet cable into bottom of device. 2. Press on Menu button on the device, then scroll down to Options and press OK Comm Opt - press the OK button st a. Scroll down to IP Addr and press the OK button. Enter your IP Address in this area. (I.E. enter 1 three numbers then press the down button on the device to enter next three numbers, etc.) st b. Next scroll down to NetMask and press the OK button. Enter the Subnet Mask in this area (I.E. enter 1 three numbers then press down button etc.) c. Next scroll down to Gateway and press the OK button. Enter the Gateway Address in this area (same as before). d. If you scroll down from here settings should read as follows: Ethernet - Y RS232 - Y RS485 - N COMM Key - zero e. Press the ESC button on the device and then press the OK button to Save the Comm Opt. Press ESC button to return to Main display. 3. Next press the Menu button again and press OK on User Manage. 4. Scroll down to Enroll Admin and press OK (anyone enrolled as an administrator can enroll employees and access the menu options). 5. Next choose what option you would like to use to Enroll Admin: Enroll FP - to enroll the fingerprint of admin. Enroll Pwd - to enroll just a password of admin. FP & Pwd - to enroll both the fingerprint and password of admin. 6. Next the screen will read Admin Accredit with the word Admin highlighted, press the OK button. 7. The next screen will read New Enroll - User ID with 00001 highlighted. Please enter the employee or badge ID of the user being enrolled. 8. The following screen will read New Enroll with the ID number below it, place finger on the reader (make sure finger is centered) when prompted. You will be asked to place your finger three times. 9. Then the New Enroll screen will appear, press the OK button on the device and then press OK again on the next screen if you wish to add another admin (Continue?), otherwise press the ESC button until you reach the main screen that reads Welcome Check-In and the current time and date. 10. To test, press the Menu button and place the finger that you scanned into the device onto the Finger-Print (FP) reader to access the menu area and add more employees. NOTE - If employees are clocking into multiple sites, the employees only have to be registered into one clock. The template is then sent through the Middleware to the time and attendance system where it is stored. To 1. 2. 3. cold boot: Press 9999 (UP Arrow) 8888 (UP Arrow)- a number will appear. Add up the number to get the sum of its digits (write down number since it is only displayed for 3 sec.) Then enter 7 (first digit of number or 0) 0 (last digit of number), press the UP arrow, and then press the Menu button. Example - if the number is 54321, the sum would be 15, so you would enter 7105 and press the menu button.

To enroll users: NOTE - Only Admins can add new employees to the device. 1. Press the Menu button and have Admin place their fingerprint in the reader. 2. Next press the OK button on User Manage and then Enroll User. 3. Then you will be prompted to Enroll FP, Enroll Pwd., and Enroll FP & Pwd. Choose one of the options and press the OK button. 4. Next, you will be prompted with New Enroll?, press the OK button. 5. Then you will be prompted for a UserID, enter the number for the employee being enrolled and press the OK button. 6. The employee will then be prompted to place their finger on the reader to be read three times, after it is accepted press OK to add and then press the Esc button to go back to the display screen.

54

To backup users: NOTE This allows users to add more than one fingerprint to be registered to the device. 1. Press the Menu button and have Admin place their fingerprint in the reader. 2. Next press the OK button on User Manage and then Enroll User. 3. Then you will be prompted to Enroll FP, Enroll Pwd, and Enroll FP & Pwd. Choose the Enroll FP and press the OK button. 4. Next you will be prompted with New Enroll?, press the ESC button. 5. Then you will be prompted with UserID. Enter the ID of the user you want to backup and press the OK button. 6. The employee will then be prompted to place their finger on the reader to be read three times, after it is accepted press OK to backup and then press the ESC button to go back to the display screen.

55

Configuring Virtual Devices Connected to Middleware

The following section provides detailed instructions for configuring and connecting devices that are connected to Middleware. The following devices are currently supported Upload Employees Upload Time Upload Accrual Balances Time Off Taken Upload Cost Centers Upload Punches Rate Table Upload

56

Upload Employees
1. 2. Go to Middleware and click on . In The Device Settings window enter in the Name, Time Zone, and Type of Device:

3.

You will then view the following settings, which need to be configured:

Company Short Name - enter the short name of your company. Upload Password - the password set for company name above. Can be configured within your Admin account under Maintenance > Companies > All System Companies, by clicking on the button. Within the Company Information screen, Upload Password can be set in the Available Functionality window. File Name - the location of the Time Off Taken file including file name. If file is located on the computer where Middleware is installed, then enter the specific path, for example - (C:\Time and Attendance\EE_Upload.csv). If file is not located on the computer where Middleware is installed, then enter the name of the server of where it is located, for example - (\\officeserver\timeand attendance\EE_Upload.csv). File Type - the type of file you are importing, CSV, Excel, Excel CSV. Check Interval (Min) - the rate at which the Middleware will update and pull information from the device.

NOTES -

57

Upload Time
1. 2. Go to Middleware and click on . In The Device Settings window enter in the Name, Time Zone, and Type of Device:

3. You will then view the following settings, which need to be configured:

Company Short Name - the company name for which you are uploading information. Upload Password - the password set for company name above. Can be configured within your Admin account under Maintenance > Companies > All System Companies, by clicking on the button. Within the Company Information screen, Upload Password can be set in the Available Functionality window. File Name - the location of the Time Off Taken file including file name. If file is located on the computer where Middleware is installed, then enter the specific path, for example - (C:\Time and Attendance\EE_Upload.csv). If file is not located on the computer where Middleware is installed, then enter the name of the server of where it is located, for example - (\\officeserver\timeand attendance\EE_Upload.csv). File Type - the type of file you are importing, CSV, Excel, Excel CSV. Check Interval (Min) - the rate at which the Middleware will update and pull information from the device.

NOTES -

58

Upload Accrual Balances

4. 5. Go to Middleware and click on . In The Device Settings window enter in the Name, Time Zone, and Type of Device:

6.

You will then view the following settings, which need to be configured:

Company Short Name - the company name for which you are uploading information. Upload Password - the password set for company name above. Can be configured within your Admin account under Maintenance > Companies > All System Companies, by clicking on the button. Within the Company Information screen, Upload Password can be set in the Available Functionality window. File Name - the location of the Time Off Taken file including file name. If file is located on the computer where Middleware is installed, then enter the specific path, for example - (C:\Time and Attendance\EE_Upload.csv). If file is not located on the computer where Middleware is installed, then enter the name of the server of where it is located, for example - (\\officeserver\timeand attendance\EE_Upload.csv). File Type - the type of file you are importing, CSV, Excel, Excel CSV. Check Interval (Min) - the rate at which the Middleware will update and pull information from the device.

NOTES -

59

Upload Time Off Taken

1. 2. Go to Middleware and click on . In The Device Settings window enter in the Name, Time Zone, and Type of Device:

3.

You will then view the following settings, which need to be configured:

Company Short Name - the company name for which you are uploading information. Upload Password - the password set for company name above. Can be configured within your Admin account under Maintenance > Companies > All System Companies, by clicking on the button. Within the Company Information screen, Upload Password can be set in the Available Functionality window. File Name - the location of the Time Off Taken file including file name. If file is located on the computer where Middleware is installed, then enter the specific path, for example - (C:\Time and Attendance\EE_Upload.csv). If file is not located on the computer where Middleware is installed, then enter the name of the server of where it is located, for example - (\\officeserver\timeand attendance\EE_Upload.csv). File Type - the type of file you are importing, CSV, Excel, Excel CSV. Check Interval (Min) - the rate at which the Middleware will update and pull information from the device.

NOTES -

60

Upload Cost Centers

1. 2. Go to Middleware and click on .

In The Device Settings window enter in the Name, Time Zone, and Type of Device:

3.

You will then view the following settings, which need to be configured:

Company Short Name - the company name for which you are uploading information. Upload Password - the password set for company name above. Can be configured within your Admin account under Maintenance > Companies > All System Companies, by clicking on the button. Within the Company Information screen, Upload Password can be set in the Available Functionality window. File Name - the location of the Time Off Taken file including file name. If file is located on the computer where Middleware is installed, then enter the specific path, for example - (C:\Time and Attendance\EE_Upload.csv). if file is not located on the computer where Middleware is installed, then enter the name of the server of where it is located, for example - (\\officeserver\timeand attendance\EE_Upload.csv). File Type - the type of file you are importing, CSV, Excel, Excel CSV. Check Interval (Min) - the rate at which the Middleware will update and pull information from the device.

NOTES -

61

Upload Punches
1. 2. Go to Middleware and click on . In The Device Settings window enter in the Name, Time Zone, and Type of Device:

3.

You will then view the following settings, which need to be configured:

Company Short Name - the company name for which you are uploading information. Upload Password - the password set for company name above. Can be configured within your Admin account under Maintenance > Companies > All System Companies, by clicking on the button. Within the Company Information screen, Upload Password can be set in the Available Functionality window. File Name - the location of the Time Off Taken file including file name. If file is located on the computer where Middleware is installed, then enter the specific path, for example - (C:\Time and Attendance\EE_Upload.csv). If file is not located on the computer where Middleware is installed, then enter the name of the server of where it is located, for example - (\\officeserver\timeand attendance\EE_Upload.csv). File Type - the type of file you are importing, CSV, Excel, Excel CSV. Check Interval (Min) - the rate at which the Middleware will update and pull information from the device.

NOTES -

62

Upload Rate Table

1. 2. Go to Middleware and click on .

In the Device Settings window enter in the Name, Time Zone, and Type of Device:

3.

You will then view the following settings, which need to be configured:

Company Short Name - the company name for which you are uploading information. Upload Password - the password set for company name above. Can be configured within your Admin account under Maintenance > Companies > All System Companies, by clicking on the the Company screen, Upload Password can be set in the Available Functionality window. Information screen, Upload Password can be set in the Available Functionality window. button. Within

File Name - the location of the Time Off Taken file including file name. If file is located on the computer where Middleware is installed, then enter the specific path, for example - (C:\Time and Attendance\EE_Upload.csv). If file is not located on the computer where Middleware is installed, then enter the name of the server of where it is located, for example - (\\officeserver\timeand attendance\EE_Upload.csv). File Type - the type of file you are importing, CSV, Excel, Excel CSV. Check Interval (Min) - the rate at which the Middleware will update and pull information from the device.

NOTES -

63