training presentation. chapter 01 configuring fingertec terminals

Training Presentation

Chapter 01

CONFIGURING FINGERTEC TERMINALS

• FingerTec offers 4 types of communication methods. Choose the preferred methods between FingerTec terminals and TCMS v2

• To configure your FingerTec terminals: – TCP/IP (LAN) > Set Device ID > Set IP address > Determine Subnet mask and Gateway in terminal

> Enable Ethernet.– RS232 or RS485 > Set Device ID > Set Baudrate in terminal > Enable either RS232 or RS485– Wireless LAN (WiFi) > Set the WiFi configurations > Enable WiFi – USB Flash Disk > Set Device ID in terminal, absence of the ID, TCMS would not recognize data you

transfer from the USB.

• After configuring the preferred method in the terminal, restart terminal to allow settings to take effect

Chapter 01


Choosing Communication Methods

Copyright © 2011 FingerTec Worldwide Sdn. Bhd. All rights reserved.

• Where to find the software installer?– Available in the software CD packaged with the terminal– Download from tips.fingertec.com or user.fingertec.com

• Important: TCMS can only be installed in Microsoft Windows platform. For Windows Vista and Windows 7, use “Run Administrator” to start the installation process.

• Before proceed to installation, make sure that you have all the Product Keys, Activation Codes and

Serial Numbers of the product ready.

Chapter 01


Installing TCMS V2 Software


http://tips.fingertec.com/

http://user.fingertec.com/

• To go to FingerTec Terminal Setup where the setup of FingerTec terminals is accomplished, you need to open the TCMS V2, press device > FingerTec Terminal Setup

• Set the following in the page:ID - This is the identification number of the terminal, very important for the software to recognize

the origin of the transferred dataModel - Choose the terminal models from the drop down menu. Connections - TCP/IP for TCP/IP or WiFi connection - COM 1~6 for Serial Communications - USB for transfer of data using USB Flash Disk - USB Client, exclusively for TA300 - FRIS, only applicable to FRIS 2 database server - WEB, only applicable when using WebsterBaudrate - Only applicable to serial communications, choose the corresponding baudrateIP Address - Choose the IP address for TCP/IP connectionPort - Insert 4370 to signal PC firewall to establish a connection to the terminal

Chapter 01


Syncing TCMS V2 and Terminals

Enable connection by checking the box on the far left, the software will connect to the terminal and will ask for the serial number.


Chapter 02

BASIC SETTINGS OF THE TCMS V2

• This information is crucial to fill in as this information will be displayed at the bottom of every report produced by the TCMS V2.

• Improper configuration would result in the report having no company name or wrongly identified.

Chapter 02

BASIC SETTINGS OF TCMS V2

Configuring Company Info and Password


• Password is important to limit the software access• Two types of password:

– LOGIN: This password allows access to viewing of Attendance Sheet and User Records as well as monitoring of terminal activities and printing of all reports.

– ADMINISTRATOR: This password is the highest authority and a person having this password could carry out all operations and have full access to the software. Only administrator is allowed to change the password to software access.

Chapter 02


Configuring Company Info and Password


• These settings are shown in all data and reports. Therefore, choose the formats accordingly– Date format: Choose your company’s preference– Time Format: Choose between12hour (AM/PM) or 24hour military time (eg. 11pm is 23:00)– Time Format: Choose between hh:hh (eg.12:30pm is 12:50) and hh:mm (12:30pm is 12:30)

Chapter 02


Configuring Date/Hour Format & Terminal Date/Time


Chapter 02


Configuring Date/Hour Format & Terminal Date/Time

• It is crucial that the time between the terminal and TCMS is synchronized• By default, the time follows your PC time, therefore make sure the PC time is accurate


• TCMS allows data to be automatically downloaded from the terminals.

• 2 ways to do it:– Seconds/Minutes: TCMS only downloads data according

to the times specified in the fields for example at 10:00am and 6:00pm as shown in the screenshot.

– Timers: TCMS only downloads data at a specific time for example every 300 seconds or every 10 minutes after clocking time.

Chapter 02


Configuring Automatic Download Interval

This feature is important for installation of terminals in multiple locations.


• Department and Section are two important categorizations in a company.• Department is a larger unit and section is a smaller unit in a department. For example Sales Department

has a South East Asia Section, Europe Section, North America Section while a Technical Department has Repair Section, Email Support Section, etc.

• Define the departments and sections accordingly. Password is optional, for department managers to view the data and print specific reports. Ignore the User ID field.

• By defining departments and sections, you can filter information efficiently.

Chapter 02


Configuring Sections & Departments


• What is Remark? Explanation of Attendance• Workcode: A specific number to explain attendance for example 10 for traffic jam, 12 for attending training,

14 is for meeting supplier, etc• TCMS V2 offers a maximum of 99 workcodes. • Terminal audit list will display the workcode for example User 0003432, 1:42pm, Code 12: Attending

training. This means that the user is late because he attended a training. • There are 4 default codes in TCMS V2: 00 for Check In, 01 for Check Out, 04 for Overtime, 05 for Done.

These 4 default codes are not important to TCMS but they are crucial when you are using a third party software.

Chapter 02


Configuring Remark Section


Chapter 03

USER MANAGEMENT

• This page is dedicated to managing user information including:– Full name of a user as stated in an official ID.– Username to be displayed in the terminal during verification– Department that he/she belongs to– User Privilege for example Supervisor, Administrator, Enroller or User– Password– Card ID

Chapter 03

USER MANAGEMENT

Managing Users

• There are 4 features made available (Explanation in the next 4 slides)• Download User – Download and store user information into TCMS V2• Update User – Update user information to terminal(s)• Delete User (Terminal) – Delete users in the specific terminal• Delete User (Software) – Delete users in the software

By having these information complete, data sorting, checking and analysis is made easier in the future.


• After you have setup software and enrolled users into the terminal(s), download all users from the terminal(s) into the software. This step is important as backup to the data that has been inserted into the terminal(s).

• Click Download User > Select Terminal ID to download > Select Users to Download > Check all data fields > Apply

• The number shown in the Fingerprint and Face column indicates the number of fingerprint or face enrolled by the particular user(s).

Chapter 03

USER MANAGEMENT

Downloading Users


• After all information has been inserted into the main page, now you are ready to update to all terminal(s).

• Click Update User > Select Terminal ID to update > Select User IDs to Update > Check all data fields > Apply

• You can update more than one terminal at a time by selecting the terminal ID button.

• To limit access to certain users, block that users from accessing a certain terminal by not including his/her name during the update process.

• Ignore a certain field that is not related to the terminal you want to update for example Face for R2.

Chapter 03

USER MANAGEMENT

Updating User


• There are two ways to delete users: 1. Delete from terminal(s) – User information in the terminal(s) will be deleted but the information is still available

in the software. Click Delete User (Terminal) > Select Terminal ID > Select User ID to Delete > Select Data Field to Delete > Apply

2. Delete from software – To delete user information completely from the software and this can only be done after you have removed the user(s) from any terminals. Click Delete User (PC) > Select Terminal ID > Select User ID to Delete > Select Data Field to Delete > Apply

Chapter 03

USER MANAGEMENT

Deleting Users


Chapter 04

TIME ATTENDANCE SETTINGS

Chapter 04


Setting of Clocking Schedules & Group Duty Roster


• THESE SETTINGS ARE IMPORTANT FOR TIME ATTENDANCE CALCULATION. 1.CLOCKING SCHEDULES – They are predefines working time attendance calculation logic applicable

for weekly, daily or flexi-work schedules. TCMS V2 offers 1000 clocking schedules.2.GROUP DUTY ROSTERS – This is a monthly calendar that displays annual working schedules. Each

group is entitled to a multiple clocking schedules of up to 3 schedules. Users with similar working times and scenarios are placed under the same group. TCMS V2 allows a maximum of 1000 groups.

Chapter 04


Setting of Clocking Schedules & Group Duty Roster


• CLOCKING1.There are 3 types of clocking schedules: Weekly, Daily and Flexi. 2.Weekly schedules are the most commonly used, as they are suitable for normal offices and

factories.3.There are 6 clocking slots available for configuration (IN, Break, Resume, Out, OT, Done)4.There are 7 days in a week to be configured as workday, restday or offday. 5. Insert the predefined time table into the schedule(s)6.OT-Done slots can be considered as normal working hour, instead of OT.

• RANGERange page is to configure the update and display of user clocking time on Attendance Sheet.

Chapter 04


Setting of Clocking Schedules - Weekly


• SETTINGS1.Set clocking rules in this page, this setting will affect all users assigned under the same schedules

or the same group duty rosters2.Detailed explanation is available here or in TCMS V2 manual page 34.

Chapter 04


Setting of Clocking Schedules - Weekly


Chapter 04


Setting of Clocking Schedules - Daily


• CLOCKING1.Settings are only available for workdays. 2.This schedule is applicable to factories with different working shifts.3. Insert the predefined working time table into the schedule (2|4|6 clocking slots)

2 clocking slots – IN | OUT4 clocking slots – IN | BREAK | RESUME | OUT6 clocking slots – IN | BREAK | RESUME | OUT | OT | DONE

4. OT-Done slots can be considered as normal working hour, instead of OT.


• SETTINGThe setting page is similar as the weekly clocking schedules.

Chapter 04


Setting of Clocking Schedules - Daily


Chapter 04


Setting of Clocking Schedules - Flexi


• CLOCKING1. Settings are available for flexible working schedules only. 2. This schedule is applicable for companies who have flexi-working hours and part time workers

with hourly wages.3. Insert the predefined working time table into the schedule (2|4|6 clocking slots)

2 clocking slots – IN | OUT4 clocking slots – IN | BREAK | RESUME | OUT6 clocking slots – IN | BREAK | RESUME | OUT | OT | DONE

4. OT-Done slots can be considered as normal working hour, instead of OT.


• SETTINGOvertime calculation for OT is only applicable after for example, 8 hours of working completed.

Chapter 04


Setting of Clocking Schedules - Flexi


• GROUP DUTY ROSTER is a monthly working calendar to display working schedules for 1 year. This feature supports:– Basic weekly schedules – 7 days periodic cycle, most commonly used by offices.– Multiple Shifts Per Day – Allowing workers to work more than 1 shift a day, common for factories– Rotational Shifts – Changing of shifts in rotation, applicable to factories and hypermarkets– Open Schedules - Allowing changing of shifts, applicable to factories and hypermarkets– Flexi Schedules

Chapter 04


Setting of Group Duty Rosters - Basic


• GROUP DUTY ROSTER is a weekly working calendar to display working schedules for 1 year. - Basic settings is 7-day as a periodic cycle, repeating each week.- This setting is applicable to MOST OFFICES- To set or edit clocking schedule to be applicable for the group duty roster, click AUTO SCHEDULE

button.- Define the schedule code into the column. Day Type is defined in clocking schedule page. Please

don’t change the settings.

Chapter 04


Setting of Group Duty Rosters – Weekly Schedules


• Mostly applicable in HYPERMARKETS OR FACTORIES with multiple shifts per day• Employees can be assigned to any shifts, as the software will record attendance accordingly.• An employee could use a maximum of 3 different working shifts in a day and the shifts cannot overlap

one another.

Chapter 04


Setting of Group Duty Rosters – Open Schedules


• Mostly applicable in FACTORIES where workers follow schedules 1• Employees can be assigned to any shifts, as the software will record attendance accordingly.• An employee could use a maximum of 3 different working shifts in a day and the shifts cannot overlap

one another.

Chapter 04


Setting of Group Duty Rosters – Rotational Shifts


Chapter 05

VIEWING ATTENDANCE & TRANSACTION LOGS

The attendance data is displayed on the main page when you click on “Attendance”

Chapter 05


Reading the Attendance Sheet

• Data is displayed differently in the attendance sheet. If you see:– Data in Black font = normal clocking activity (without fault)– Data in Red font = Clocking activity with fault (e.g. late to work, early out)– Data in bold font = Indicates data that has been edited by an administrator (To see original data, check

the “Drag & Drop” column)– Data labelled Work, Overtime and Short = these are processed results calculated from clocking schedules,

rules and group duty rosters.


• This step is important to make sure the changes you’ve made in clocking schedules, clocking rules, and group duty rosters take effect.

• To generate data– Select Dept / User ID > Date range > Check

“Convert from data audit list” > Check “Keep user changed data” > Generate.

• “Convert from data audit list” is to tell the software to recalculate the data from the database

• “Keep user changed data”. This option enables you to keep manually inputted data when generating the attendance report. Without checking this box, all manually inputted data will be erased when generating the report.

Chapter 05


Generating Data


When an employee is absent to work or has taken leave, you can record it into the system by doing the following

Click on:Attendance > Edit > Leave Taken > Define User ID > Select Date > Define Leave taken

OR

Attendance > Edit > Select User ID > Select Date > Click the Leave Column of the relevant user > Select Leave taken.

Chapter 05


Defining Leave Taken


If your company has a third party payroll, HR, or other systems, you can export FingerTec’s data in a format that is suitable for input into your third party system (XLS, TXT, or ODBC manager format)

To export: Click Export > Select Dept/ User ID > Define Date Range > Select Export Details (list everyday attendance of user) or Export Summary (list total attendance of user within the date range)

Chapter 05


Exporting Attendance Data


Performing an export of attendance details will show you all the attendance logs of a user in a day.

Chapter 05


Exporting Attendance Details

To export details: Click Attendance > Export > Export Details > Define Position > Define Size > Apply format > Select option > Select output file > Export Details

Note: • “Position” refers to the

arrangement of data fields in the export file.

• “Size” refers to the length of the data field columns.


When you export an attendance summary, the attendance of a single user will be summarized into one row of information.

Chapter 05


Exporting Summary

To export summary: Click Attendance > Export > Export summary > Define Position > Define Size > Apply format > Select option > Select output file > Export Summary


• The attendance sheet lists down the attendance records from the very beginning, and may cause the Attendance Sheet to lag and have a slow response.

• It is recommended that you perform housekeeping to send old records to History• To send data to history: Click Attendance > Click To History > Define Date Range > To History• You’ll find that the attendance sheet responds quicker now. The History Attendance Sheet works the

same way as an Attendance Sheet.

Chapter 05


Housekeeping of Records


Chapter 06

THE OPERATIONS

Before you can view data in the attendance sheet (Chapter 5) you must first download the attendance records from FingerTec terminals.

Chapter 06

THE OPERATIONS

Data Download (using TCP/IP, RS32 or RS485)

• To download: Click Device > Download data from terminals• You may also opt to use USB Flashdisk (see next slide) or and automatic download interval.


• To download attendance records into the attendance sheet using a USB flashdisk just plug the flashdisk into a PC, run the TCMS V2. You can then:

– Download data already in the USB flashdisk– Download users already in the USB flashdisk– Upload user from the TCMS V2 into the USB flashdisk

Chapter 06

THE OPERATIONS

USB Flashdisk


Note: Remember to delete the transaction logs from the terminals after downloading them into the USB flashdisk

The TCMS V2 provides an online monitoring page, in this case the Terminal Data Audit List, to monitor the door access activity online.

Chapter 06

THE OPERATIONS

Online Monitoring – Terminal Data Audit List

• From this page you are able to see who is reporting their attendance, which door is open, closed, or forced open, and sometimes these events are color coded:

- Red Colour = Force Open- Green Colour = Door Open

• To view the terminal data audit list,Click on Device > Terminal Data Audit List > Online


The Terminal Data Audit List also works as a database to store transaction logs of users, and can be exported as a TXT file to be used in a third party system or software.

Chapter 06

THE OPERATIONS

Online Monitoring – Exporting Raw Data

To export the data, Click Export > Define Users > Define Date Range > Define Format of export file > Define file name > Export


Monitoring Terminal Activities is similar to Terminal Data Audit List except that with Online Monitoring, • the Photo ID of the user will pop up after verifying at the terminal; and• There is a remote push button in the screen that allows you to unlock a restricted door by clicking on it.

Chapter 06

THE OPERATIONS

Online Monitoring – Monitoring Terminal Activities

This page does not store old records, only current ones.


This feature is for users who have already applied for their leave. You can assign the leave for the users so you do not need to update them later in the Attendance Sheet by clicking: Configuration > Staff Extended Leave

Chapter 06

THE OPERATIONS

Staff Extended Leave


This is an easy and fast method to change a user to another working group temporarily, without changing their group duty roster.

Chapter 06

THE OPERATIONS

Reschedule Staff Roster


• You can backup the database into a ZIP file or restore it from a ZIP file into the software to be checked by clicking Configuration > Backup/Restore Database

• When restoring, you will be able to choose what kind of data you wish to restore.

Chapter 06

THE OPERATIONS

Backup & Restore Database

• You can opt to use the automatic backup timer to program your software to backup the database according to your pre-set timing.


Chapter 07

OTHER FUNCTIONS

You can program your software to display two kinds of short messages:• Public Short Messages – This short message is displayed all the time for all users (eg: Company will

allow staff to leave early tomorrow)• Private Short Messages – this short message is intended for only a specific person(s), and will appear

when this person verifies at the terminal.

Chapter 07

OTHER FUNCTIONS

Instant Message Display (SMS)

To set message: Click Device > Instant Messaged Display


• This feature is only available in colour display models. You can change the wallpaper of your colour display terminal with your own picture design.

• Different size LCD screens accept different size pictures:– 3.5” LCD > 320 x 210 resolution– 8.0” LCD > 800 x 600 resolution

• To set your wallpaper:Click Device > Terminal Multimedia Management > Display Theme tab

Chapter 07

OTHER FUNCTIONS

Wallpaper


You can customize the screen saver of your terminal, and even opt to use a screen saver with your company logo on it. Again, this feature can only be used with colour terminals. To upload your advertistment: Click Device > Terminal Multimedia Management > Advertisement Pictures tab

Chapter 07

OTHER FUNCTIONS

Advertistment

To view the accepted image resolution, go to previous slide.


• This feature is only available with colour terminals• When you add a user photo to a user profile, the photo will pop up when the user verifies at the terminal.• To add a user photo: Click Device > Terminal Multimedia Management > User Photo Tab

Chapter 07

OTHER FUNCTIONS

User Photo


• This feature is only available in the i-Kiosk 100 Plus and Face ID 2 models. The camera in these models can capture the photo of the user each time the user verifies at the terminal.

• This photo will be attached with the user’s information and recorded in the transaction log if the verification is successful. If unsuccessful, the photo will be attached with the time of the unsuccessful verification.

• This feature can help you look back and see if any tail-gating incident or buddy-punching incident had happened. To view the captured pictures: Click Device > Terminal Management > Captured Photo tab

Chapter 07

OTHER FUNCTIONS

Captured Photo


• The TCMS V2 has updates released on a regular basis. These updates are free for life. • To get the latest updates: Connect PC to Internet > Run TCMS V2 > Click New Release > Click Connect

Chapter 07

OTHER FUNCTIONS

Software Updates

The software will then connect to the TCMS V2 to get the latest update automatically.

Note: If internet connection is not available, use the software installations CD and install a new version to update your TCMS.


Chapter 08

SAMPLE REPORTS

Chapter 08

SAMPLE REPORTS

Correction ReportIndicates outstanding clocking activities for admin personnel to take corrective measures.


Chapter 08

SAMPLE REPORTS

Tardiness ReportReport showing daily activities of staff detailing lateness and overtime taken.


Chapter 08

SAMPLE REPORTS

Overtime Approval WorksheetWorksheet of a user and approval given for that particular person for working overtime.


Chapter 08

SAMPLE REPORTS

Attendance SummarySummarized report of staff attendance.


Chapter 08

SAMPLE REPORTS

Day by Day AnalysisReport of attendance summarized daily.


Chapter 08

SAMPLE REPORTS

Month by Month AnalysisReport of attendance summarized monthly.


Chapter 08

SAMPLE REPORTS

On Leave ReportListing of leaves that have been taken by staff.


Chapter 08

SAMPLE REPORTS

Electronic Time CardsReport of detailed activities of a staff in a month.


Chapter 08

SAMPLE REPORTS

Daily Attendance ListingListing of staff attendance based on the date required.


Chapter 08

SAMPLE REPORTS

Duty CalendarCalendar of workday holiday, rest day and off day based on a specified group.


Chapter 08

SAMPLE REPORTS

Attendance SheetComprehensive report detailing activities of all staff in a month.


Chapter 08

SAMPLE REPORTS

Gross Wages ReportGross calculation of worked hours of all staff based on their pay rate.


Chapter 08

SAMPLE REPORTS

Staff Movement AnalysisTransactions record of individual staff by user ID.


Chapter 08

SAMPLE REPORTS

Terminal Activity ReportTransactions record of staff by reader.


Chapter 08

SAMPLE REPORTS

Terminal Transaction ListingRecord of all transactions data downloaded from every reader.


training presentation. chapter 01 configuring fingertec terminals

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