Personnel Um 2.6 8200-1367-11 A0

C•CURE 9000
Version 2.60
Personnel Configuration Guide
REVISION A0
8200-1367-11 A0
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Software version: 2.60

Document Number: 8200-1367-11
Revision Number: A0
Release Date: January 2017
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All rights reserved.
Table of Contents
Preface 9
How to Use this Manual 10
Finding More Information 11
Conventions 12
Software House Customer Support Center 13
Chapter 1 - Personnel Overview 15

Personnel Pane Overview 16
Card Formats 18
Personnel Object Tasks 19
Creating an Object 19
Creating an Object Template 19
Creating an Object from a Template 20
Editing an Object 21
Viewing a List of an Object Type 21
Sorting and Filtering the List of Objects 22
Using the Object List Context Menu 24
Exporting an Object 25
Deleting an Object 26
Disabling Credentials for Inactivity Overview 27
Disabling Credentials for Inactivity in an Enterprise Environment 28
Chapter 2 - Personnel 29
Searching for Personnel 30
Searching for Credentials for Personnel 36
Scanning IDs from the Personnel Quick Search pane 37
Scanning passport or driver's license to retrieve personnel record 37
Scanning passport or driver's license to edit a personnel record 37
Scanning passport or driver's license to create personnel record 38
Scanning IDs from the Visit Quick Search pane 39
Scanning driver's license or passport to retrieve personnel record 39
Personnel Editor 40
Personnel Editor Tabs 40
C•CURE 9000 Personnel Configuration Guide 3

Personnel Tasks 40
Accessing the Personnel Editor 41
Selecting a Personnel View 42
Using the Personnel List Context Menu 42
Exporting Personnel Portraits 45
Configuring the Disable by Inactivity Process for Personnel Credentials 47
Personnel General Tab 49
General Tab Tasks 49
Personnel General Tab Definitions 49
Setting the Personnel Type 52
Choosing an Operator Name 52
Setting Options 53
Setting the Escort Option 54
Setting a General PIN 54
Scanning from the personnel editor General Tab 56
Personnel Credentials Tab 57
Personnel Credential Tab Tasks 57
Presonnel Credential Tab Definitions 57
Personnel Credentials Tab Definitions 58
Credentials Tab Tasks 62
Adding an Access Card 64
Adding a PIN-Only Access Credential 65
Removing an Access Card 65
Validating a CHUID 66
Personnel Clearances Tab 67
Personnel Clearances Tab Definitions 67
Clearances Tab Tasks 68
Personnel Customer Tab 70
Personnel Customer Tab Definitions 71
Personnel Customer Extended Tab 72
Personnel Customer Extended Tab Definitions 72
Personnel Images Tab 74
Personnel Images Tab Definitions 74
Images Tab Tasks 75
Personnel Badging Tab 80
Personnel Badging Tab Definitions 80
Badging Tab Tasks 81
Enrolling/Programming a Smart Card 83
Personnel Previous Doors Tab 84
Personnel Previous Doors Definitions 84
Previous Doors Tab Tasks 85
Personnel User-defined Fields Tab 86
Personnel Custom Clearance Tab 87
4 C•CURE 9000 Personnel Configuration Guide

Custom Clearances in an Enterprise Environment 87
Personnel Custom Clearance Tab Definitions 88
Custom Clearance Tab Tasks 90
Personnel Documents Tab 94
Personnel Documents Tab Definitions 95
Documents Tab Tasks 96
Personnel Personnel Triggers Tab 99
Personnel Triggers Tab Definitions 99
Personnel Personnel Triggers Tab Tasks 100
Personnel Web and Mobile tab 102
Personnel Web and Mobile definitions 102
Web and Email tasks 103
Setting an Email Address 104
Chapter 3 - Personnel Type 105

Personnel Type Overview 106
Personnel Type Definitions 108
Using the Personnel Type Context Menu 109
Samples of Expiration Time Span Settings 110
Chapter 4 - Clearance 115

Clearance Editor 116
Expiring Clearances Per Person 116
Clearance Tasks 116
Assigning an Approval Rule to a Clearance 121
Clearance General Tab 122
Clearance Doors Tab 123
Clearance Elevators Tab 124
Clearance Groups Tab 125
Clearance Approval Tab 128
Clearance User Defined Fields tab 130
Chapter 5 - Credential 131

Credential Overview 132
Credential Dynamic View 134
Using the Credential View Context Menu 135
Searching for Credentials 138
Performing a Credential Quick Search 139
Quick Search Examples for Temporary Credentials 140
Credential Editor 142
Credential Editor Tabs 142
Credential Tasks 142

Accessing The Credential Editor 143
Credential General Tab 144
Credential General Tab Definitions 144
Credential User-defined Fields Tab 148
Credential Badging Tab 149
Temporary Credential Tasks 150
Managing Temporary Credentials 150
Creating a Temporary Credential 151
Assigning a Temporary Credential 152
Activating a Temporary Credential 153
Using Temporary Credentials for Anonymous Visits 154
Emailing Reminders to Return Temporary Credential 155
Returning a Temporary Credential 156
Marking a Temporary Credential as Lost or Stolen 157
System Variables for Credentials 158
Credentials Event Actions 159
Chapter 6 - Custom Clearance 161

Custom Clearance View 162
Custom Clearance Tasks 162
Using the Custom Clearance View Context Menu 162
Removing an Expired Custom Clearance from a Personnel Record 163
Chapter 7 - Images 165

Images Editor 166
Images Tasks 166
Images Definitions 169
Chapter 8 - Badge Layout 171

Badge Layout Editor 172
Badge Layout Tasks 172
Badge Layout Definitions 175
Chapter 9 - CHUID Format 177

CHUID Format Overview 178
CHUID Format Editor 181
CHUID Format Tasks 181
Applying a CHUID Format to Existing Credentials 184
Viewing a List of CHUID Formats 187
CHUID Definitions 187

Chapter 10 - Personnel Views 191
Personnel Views Editor 192
Default Personnel Views 192
Understanding Personnel Views and the Customer Field Editor 193
Personnel Views Editor Tabs 193
Personnel Views Editor Tasks 194
Accessing the Personnel Views Editor 195
Creating a Copy of a Personnel View 195
Using the Personnel Views List Context Menu 196
Assigning Personnel Views to Operators 196
Personnel Views Layout Designer Tab 199
Layout Designer Tab Tasks 199
Displaying the Layout Designer in a Floating Window 200
Selecting a Language 201
Restoring Deleted Objects 202
Restoring Labels 202
Restoring a Layout 203
Selecting Objects in the Layout 203
Adding a Field to a Tab 204
Moving a Field or Label 204
Moving a Field to the Front or Back 205
Moving a Field to Another Tab 205
Moving a Field to a Different Group Box 206
Resizing a Field 206
Removing a Field 207
Aligning Fields 207
Changing a Field Label 208
Changing Field Properties 208
Adding a Tab to a View 209
Removing a Tab 210
Setting the Tabbing Order for a Personnel View 210
Adding a Group Box 211
Deleting a Group Box 211
Personnel Views Layout Designer Tab Definitions 212
Personnel Views Labels Tab 214
Labels Tab Tasks 214
Personnel Views Labels Tab Definitions 216
Personnel Views Options Tab 218
Personnel Views Options Tab Definitions 218
Personnel Views Properties Panel 220
Personnel Views Properties Tab 224
Personnel Views Properties Tab Definitions 224
Personnel Views Fields and Controls Tab 229
Personnel Views Fields and Controls Tab Definitions 230
Adding User-defined Fields to a Personnel View 230

Index 233

Preface
The C•CURE 9000 Personnel Configuration Guide is for new and experienced security system users who want to
learn to use this product for the C•CURE 9000 Security Management System.
In this preface
How to Use this Manual 10

Finding More Information 11
Conventions 12
Software House Customer Support Center 13
C•CURE 9000 Personnel Configuration Guide Preface 9

How to Use this Manual
How to Use this Manual

This manual contains chapters that provide the following information about C•CURE 9000 Personnel configuration.
Chapter 1: Personnel Overview

Provides introductory information about Personnel in C•CURE 9000.
Chapter 2: Personnel
Provides instructions for configuring C•CURE 9000 Personnel records.
Chapter 3: Personnel Type

Explains how to create and modify Personnel Types.
Chapter 4: Clearance
Describes how to create and modify Clearances.
Chapter 5: Credential
Explains how to view, assign, and remove Personnel Credentials.
Chapter 6: Custom Clearance

Explains how to view Custom Clearances as well as how to remove expired Custom Clearances.
Chapter 7: Images
Provides information about importing and using Image objects in C•CURE 9000.
Chapter 8: Badge Layout

Provides information about creating and adding Badge Layouts to Personnel.
Chapter 9: CHUID Format

Describes how to create and use CHUID Formats.
Chapter 10: Personnel Views

Explains how to create and use Personnel Views.
10 Preface C•CURE 9000 Personnel Configuration Guide

Finding More Information
Finding More Information

You can access C•CURE 9000 manuals and online Help for more information about C•CURE 9000.
Manuals
C•CURE 9000 software manuals are available in Adobe PDF format on the C•CURE 9000 DVD.
You can access the manuals if you copy the appropriate PDF files from the C•CURE 9000 Installation DVD
Manuals\CCURE folder.
The available C•CURE 9000 and Software House manuals are listed in the C•CURE 9000 Installation and Upgrade
Guide, and appear as hyperlinks in the online.pdf file on the C•CURE 9000 DVD Manuals\CCURE folder.
These manuals are also available from the Software House Member Center website
(http://www.swhouse.com/TechnicalLibrary/TechLibSW.aspx).
Online Help
You can access C•CURE 9000 Help by pressing F1 or clicking Help from the menu bar in the
Administration/Monitoring Station applications.
These manuals are also available from the Software House Member Center website
(http://www.swhouse.com/TechnicalLibrary/TechLibSW.aspx).

Conventions
Conventions
This manual uses the following text formats and symbols.
Convention Meaning
Bold This font indicates screen elements, and also indicates when you should take a direct action in a procedure.
Bold font describes one of the following items:
• A command or character to type, or
• A button or option on the screen to press, or
• A key on the keyboard to press
• A screen element or name
blue color text Indicates a hyperlink to a URL, or a cross-reference to a figure, table, or section in this guide.
Regular italic font Indicates a new term.
<text> Indicates a variable.
The following items are used to indicate important information.
Indicates a note. Notes call attention to any item of information that may be of special importance.
NOTE
Indicates an alternate method of performing a task.

TIP
Indicates a caution. A caution contains information essential to avoid damage to the system. A
caution can pertain to hardware or software.
Indicates a warning. A warning contains information that advises users that failure to avoid a
specific action could result in physical harm to the user or to the hardware.
Indicates a danger. A danger contains information that users must know to avoid death or serious
injury.
12 Preface C•CURE 9000 Personnel Configuration Guide

Software House Customer Support Center
Telephone Technical Support

During the period of the Agreement, the following guidelines apply:
■ Software House accepts service calls only from employees of the Systems Integrator of Record for the installation
associated with the support inquiry.
Before Calling
Ensure that you:
■ Are the Dealer of record for this account.
■ Are certified by Software House for this product.
■ Have a valid license and current Software Support Agreement (SSA) for the system.
■ Have your system serial number available.
■ Have your certification number available.
Hours Normal Support Hours Monday through Friday, 8:00 a.m. to 8:00 p.m., EST. Except holidays.
Emergency Support Hours 24 hours/day, seven days a week, 365 days/year.

Requires Enhanced SSA “7 x 24” Standby Telephone Support
(emergency) provided to Certified Technicians.
For all other customers, billable on time and materials basis.
Minimum charges apply – See MSRP.
Phone For telephone support contact numbers for all regions, see http://www.swhouse.com/support/contact_technical_support.aspx.


1
Chapter 1 - Personnel Overview
This chapter introduces the Personnel configuration components of the C•CURE 9000 Security and Event
Management System. C•CURE 9000 Personnel provides the tools needed to configure Personnel records, user
credentials, security clearances, badge layouts, images, and access card formats for your personnel.
In this chapter
Personnel Pane Overview 16

Personnel Object Tasks 19
Disabling Credentials for Inactivity Overview 27
C•CURE 9000 Personnel Configuration Guide Chapter 1 15

Personnel Pane Overview

C•CURE 9000 Personnel gives you the ability to create Personnel records and define access credentials for your
employees.
You can access Personnel by clicking the Personnel button. The Personnel pane opens and you can access existing
Personnel records or create new ones. The Personnel pane is shown in Figure 1 on Page 16.
Figure 1: The Personnel Pane
The Personnel pane allows you to access and define the following types of personnel related data from the drop-
down list in the Personnel pane toolbar.
Table 1: Personnel Pane Selections
Selection Meaning
Access You can view a Dynamic View of all Access Requests, and their states, that have been created in the Access Management Portal.
Request Access Requests can only be edited from the Access Management Portal.
For more information about Access Management, see the C•CURE 9000 Visitor and Access Management Guide.
If your license does not include the Access Management option, this selection does not appear in the Personnel pane drop-down list.
Access You can use the Access Request Site editor to create an access request site. A Requester uses this site to make a clearance request
Request in the Access Management Portal. Use the Access Request Site editor to specify the information displayed to the requester,
Site designate personnel who can make requests , specify the clearances that can be requested, and designate personnel whose
clearance can be requested on their behalf.
For more information about Access Management, see the C•CURE 9000 Visitor and Access Management Guide.
If your license does not include the Access Management option, this selection does not appear in the Personnel pane drop-down list.
Badge You can define the appearance and features of the access badges for your site using the C•CURE ID Badge Designer. See Badge
Layout Layout Editor on Page 172 for more information on the Badge Layout Editor.
16 Chapter 1 C•CURE 9000 Personnel Configuration Guide

Personnel Pane Selections (continued)
Selection Meaning
Check-in You can use the Check-in Site editor to name and configure the Check-In Portal kiosk used by visitors when they register for a Visit at
Site a Visit Site.
For more information about Visitor Management, see the C•CURE 9000 Visitor and Access Management Guide.
If your licence does not include the Visitor Management option, this selection does not appear in the Personnel pane drop-down list.
CHUID You can specify the Card Holder Unique ID (CHUID) used to uniquely identify each person's access credentials. See CHUID
Format Format Overview on Page 178 for more information on the CHUID Format Editor.
Clearance You can define the locations that each cardholder can access, and assign time schedules for that access. See Clearance Editor on
Page 116 for more information on the Clearance Editor.
Credential You can view a list of each individual access credential. See Credential Editor on Page 142 for more information on Credentials.
Custom You can view a list of each individual Custom Clearance. See Custom Clearance View on Page 162 for more information on Custom
Clearance Clearances.
Guard Tour You can use the Guard Tour Editor to define Guard Tours, a series of Stops where a Guard checks in during security rounds, for
your site. See the C•CURE 9000 Guard Tours Guide for detailed information about Guard Tours.
If your license does not include the Guard Tour option, this selection does not appear in the Personnel pane drop-down list.
Guard Tour You can use the Guard Tour Scheduling Editor to configure schedules by which individual Guards are expected to run their assigned
Scheduling. Guard Tours. See the C•CURE 9000 Guard Tours Guide for detailed information about Guard Tours.
If your license does not include the Guard Tour option, this selection does not appear in the Personnel pane drop-down list.
Images You can import images from picture files saved on your system or network into the C•CURE 9000 database to use for portraits,
signature, badge logos, and backgrounds. You can also view a list of all images stored in the database. See Images Editor on Page
166 for more information on Images.
Personnel You can use the Personnel Editor Views to create individual records for each of the people who can access your site, including their
access credentials and their clearances (the doors and locations they are allowed to access). See Personnel Editor on Page 40 for
more information about the Personnel Editor.
Personnel You can use the Personnel Type Editor to define terms that identify the type of personnel at your site. Employee and Contractor are
Type provided, but you can define additional personnel types, such as guard, visitor, escort, or whatever terms are appropriate for you.
These Personnel Types are mainly for customer use to accurately describe Personnel. However, you can also use the Personnel
Type Editor to configure an inactivity period for each defined Personnel Type.This allows the system to disable any Credentials
belonging to Personnel with the specified types after a period with no system activity. See Personnel Type Overview on Page 106 for
more information on Personnel Types, and for more information about 'Disabling for Inactivity'.
Personnel Personnel Views let you customize the editing of Personnel records in C•CURE 9000. You can use the two default Personnel Views
Views provided with C•CURE 9000, or you can create Personnel Views to display more or fewer fields, and add or remove tabs from a
view, and assign those views to Operator Privileges so that your Operators editing and viewing Personnel only have access to the
fields that they need. See Personnel Views Editor on Page 192 for more information on Personnel Views.
Visits Visits lets you create Visitor Management objects if your license includes the Visitor Management option.
For more information about Visitor Management, see the C•CURE 9000 Visitor Management Guide.
If your license does not include the Visitor Management option, this selection does not appear in the Personnel pane drop-down list.
Visit Site
If your licence does not include the Visitor Management option, this selection does not appear in the Personnel pane drop-down list.

Card Formats
You can define and customize the arrangement of data used by your Personnel access badges and your card readers.
The Card Format Editor is accessed from the Card Formats and Keys pane in the C•CURE 9000 Administration
Client. See the C•CURE 9000 Card Formats and Keys Guide for more information on the Card Format Editor.

Personnel Object Tasks

Many of the tasks you can perform on Personnel objects use the same general procedures. The methods for creating,
editing, viewing a list of objects, exporting, and other functions are similar across most Personnel objects.
l Creating an Object on Page 19

l Creating an Object Template on Page 19
l Creating an Object from a Template on Page 20
l Editing an Object on Page 21
l Viewing a List of an Object Type on Page 21
l Using the Object List Context Menu on Page 24
l Exporting an Object on Page 25
l Deleting an Object on Page 26
Creating an Object
You can create an object from the Personnel pane using the Personnel pane drop-down list and the new button for
the object type.
To Create an Object from the Personnel Pane

1. In the Navigation Pane of the Administration Workstation, click Personnel to open the Personnel pane.
2. Select the object type you want to create (for example, Personnel) from the drop-down list in the Personnel Pane.
3. Click New to create a new object of the type you selected. The object type’s editor opens, and you can configure
the object.
4. To save your new object, click Save and Close.
- or -
Alternatively, if you want to save the object and then create a new one, click Save and New. The current object is
saved and closed, but the object editor remains open to allow you to create a new object.
On the Personnel Editor, you can click Save if you want to save the Personnel record and continue
NOTE editing it without closing the editor.
Creating an Object Template

You can create a object template for most object types. You can use the template as the basis of new object records by
saving the settings you want your objects to have in common. In a template, you can fill in field values with the
same values for all records, and then use the template when you are creating new records. (This is subject to the
settings that C•CURE 9000 allows you to save in a template for that object type.)
The Templates you create are listed alphabetically in the drop-down list of the New button in the Personnel pane, as
in the example below for Clearances.

Example:
You could create a template for all personnel with a Personnel Type of Employee, with the same set of
Clearances. Whenever you are creating a new Employee Personnel record, you can save time by creating the new
record from the template instead of the default blank form.
To Create a Object Template

2. Select the object type you want to create (for example, Personnel) from the drop-down list in the Personnel Pane.
3. Click the down-arrow on the New button and click on Template to create a new object template. The Object’s
editor opens, and you can configure the object.
4. Any fields that you configure values for become part of the template (subject to the settings that C•CURE 9000
allows you to save in a template for that object type). When you subsequently create a new object of this type
from that template, these field values are already filled in.
5. To save your new object template, click Save and Close.
On the Personnel Editor, you can click Save if you want to save the Personnel template and continue
Creating an Object from a Template

You can create a new object from a Template that you have previously saved. The new object created from the
template contains the same settings, fields, and tabs as the template.
To Create an Object from a Template

2. Select the object type you want to create (for example, Personnel Views) from the drop-down list in the Personnel
Pane.
3. Click the down-arrow on New and select a template from the templates listed under ----Templates.

4. The object’s Editor opens, and you can configure the object.
5. Type a name for the object in the Name field (the Name must be unique).
6. To save your new object, click Save and Close.
Editing an Object
Most objects in the Personnel pane have an editor that is used to configure the objects of that type. Credential is the
exception - Credentials (which are contained in a Personnel record) are created using the Personnel editor.
To Edit an Object
1. Display a Dynamic View list of the object you wish to edit (see Viewing a List of an Object Type on Page 21).
2. Click the object you wish to modify to select it.
3. Right-click the selected object and choose Edit from the context menu.
4. The object’s Editor opens and you can change any of the settings for the object.
5. To save your modified object, click Save and Close.
On the Personnel Editor, you can click Save if you want to save the Personnel record and continue
Viewing a List of an Object Type

You can view a list of all objects of a specific type by opening the default Dynamic View for the object type.
To View a List of an Object Type

2. Select the object type you wish to view in a list (for example, select Personnel from the Personnel pane drop-
down list).
3. Click to open a Dynamic View listing all the objects of this type. (You can also click the down-arrow of
this button to either view the list in the current tabbed view or open a new tabbed view).
4. You can sort, filter, and group items in the list using the Dynamic View icons. See Sorting and Filtering the List
of Objects on Page 22.
5. You can right-click an object in the list to open the context menu (see Deleting an Object on Page 26) and perform
any of the functions on that menu.

6. You can right-click on a column heading (such as Name) in the view to display a context menu that lets you
change the columns displayed by the Dynamic View.
• Click on the name of a column to add it to the view.

• Click on a column that is currently displayed in the view (marked with ), to remove that column from the
view.
• Click on More Columns to choose additional columns to display, if there are additional columns that are not
displayed. Select one or more columns from the dialog box that appears, using CTRL+Left-click, or a range of
columns using SHIFT+Left-click, then click OK to display the additional columns.
Columns that you add or remove from a Dynamic View in this manner are only in effect until you close the
Dynamic View. If you want additional columns to appear each time you open the view, you must edit and save
changes to that specific dynamic view.
If you add new records to the database while you have a Dynamic View open, or delete existing
NOTE records, the Dynamic view automatically updates to add or remove these records. You can also click
to refresh the list manually.
Sorting and Filtering the List of Objects

Once you have displayed the list of Objects Dynamic View, you can sort and filter this list using the Dynamic View
toolbar.

Filtering the List of Objects

You can filter the list of Objects to display only the Objects that match the criteria you specify. You can filter the list
by any field that is displayed on the Dynamic View.
To Filter the List of Objects
1. From the Objects Dynamic View, click on the Dynamic View toolbar to enable filtering. A filter row appears
in the Dynamic view.
2. Click in any column in the filter row to filter the data in the list. You can type in a value, or choose a value from
the drop-down list (click the that appears when you click in the column).
3. Click the filter button to chose a filter criteria (such as “Begins with” or “Contains”) from a drop-down list.
The filter button changes to reflect the choice you made.
4. You can turn off all filtering criteria by clicking to the left of all columns, or you can click the same icon in a
column you have selected to clear data in that column only.
Sorting the List of Objects

You can sort the list by any field that is displayed on the Dynamic View.
To Sort the List of Objects

1. From the Objects Dynamic View, click a column heading (such as “Name”) to sort the list of Objects by the data
in that column.
2. You can toggle the sort from ascending to descending and back by continuing to click on the column head.
3. You can display additional columns by right-clicking a column heading and clicking on a column in the list of
columns. Columns shown in the list with a check mark are already selected for display.
Printing a List of Objects

You can print the Objects Dynamic View as a report listing all or some of the Objectson your system. You can filter
and sort the list before sending it print.
To Print the List of Objects

1. From the Objects View, sort and filter the list so the records you want to print are displayed in the desired order.
You can also change the width of the data columns by clicking the column margin and dragging to make it
wider or narrower.
2. Click to open a Windows Print dialog box. You can set the paper size, source, orientation, and margins from
this box. You can also click the Printer button to select a different printer.
3. Click OK and a Print Preview dialog box appears. You can use the toolbar to zoom the preview, change the
arrangement of displayed pages, navigate to any page of the list, and send the list to print.
4. Click the Print button to send the Objects list to print.

Using the Object List Context Menu

The context menu that opens when you right-click on one or more objects in the Dynamic View includes some
standard selections and often contains additional selections that are specific to the object type. (See Figure 2 on Page
24 for an example, showing the Personnel context menu).
You can select one or more object in the Dynamic View (using multiple selection combinations such as SHIFT+Left-
click and CTRL+Left-click) and perform functions such as Set property, Add to group, Export selection, and Find in
Journal using the context menu. See Table 2 on Page 24 for definitions of the standard context menu selections.
Figure 2: Personnel List Context Menu
Table 2: Object List Context Menu
Selection Description
Edit Click this menu selection to edit the object. The object’s editor opens. You can rename the record, change its Description, and the
objects and fields to include in it.
Delete Click this menu selection to delete the selected object. A prompt appears asking you to confirm that you want to delete the object.
Click Yes to delete the object or No to cancel the deletion.

Object List Context Menu (continued)
Set Click this menu selection to change the Property value of a field in all the selected objects. For example, you could select multiple
Property Personnel and change their Personnel Type to “Employee”.
A dialog box appears asking you to select a property to change. Click to open a selection list and click the property you wish to
change. You can then change the value of this property by changing the Value field.
Add to You can add one or more selected objects to a Group of that object type. When you click this menu choice, a dialog box appears for
Group you to select the Group to which to add the object. When you click a Group of the Object type in the list, the selected object is added to
the Group.
Export Click this menu selection to Open an Export...to XML or CSV file dialog box to export one or more of the selected objects to either an
Selection XML or a CSV file. This allows you to quickly and easily create XML/CSV reports on the selected data. See Exporting an Object on
Page 25 for more information.
Find in Opens a Query Parameters dialog box in which you can enter prompts and/or modify the query criteria to search for entries in the
Audit Log Audit Log that reference the selected object. When found, the results display in a separate Dynamic View (see the C•CURE 9000
Data Views Guide).
Find in Opens a Query Parameters dialog box in which you can enter prompts and/or modify the query criteria to search for entries in the
Journal Journal that reference the selected object. When found the results display in a separate Dynamic View (see the C•CURE 9000 Data
Views Guide).
Change This selection is available if your system is partitioned. Click to open a dialog box that allows you to change the Partition to which the
Partition object belongs. For more information see the chapter on Partitions in the C•CURE 9000 Software Configuration Guide.
Show This menu selection is available only for the following object types on the Personnel Pane: Badge Layouts, CHUID Formats,
Association Clearances, Personnel, and Personnel Types. Click to open a dialog box that lists Security Objects associated with the object in the
Dynamic View. For more information, see "Showing Associations for an Object" in the C•CURE 9000 Getting Started Guide.
Monitor This menu selection is available only for the Personnel object type on the Personnel Pane. Click this menu selection to view Door
swipe activity on an Admin Monitor Activity Viewer for the selected Personnel.
For more information, see "Monitoring an Object from the Administration Station" in the C•CURE 9000 Getting Started Guide.
Create Click to create a new Personnel record from a Personnel Template.

from This menu selection is available only when you right-click on a Personnel Template.
Template
This is useful if you have a large number of Personnel Templates - you can use the Search fields (Name, Personnel Type, etc.) to
narrow the list of Personnel records displayed in the Dynamic View so that you can more easily choose the Personnel Template from
which to create a new Personnel record.
Exporting an Object
From a Dynamic View of an object, you can export an object as an .XML file or a .CSV file.
Although XML is the initial default file type, once you choose a type in the Save as type field, whether
NOTE XML or CSV, that becomes the default the next time this dialog box opens.
■ When you export to an XML file, all available data for the selected object(s), whether displayed in the Dynamic
View or not—as well as all the child objects of the selected record(s), is exported.
■ When you export to a CSV file, you can view the exported data in an Excel spreadsheet and further manipulate
it for your use. Only data in the columns displaying in the Dynamic View is exported, and in the order
displayed. This allows you to both select and arrange data fields for your report.

CSV-formatted exports cannot be imported into C•CURE 9000. If you require importing functionality
NOTE (such as importing a object into a different C•CURE 9000 server, export to XML.
When you click Export Selection, you are running the export on the client computer. Consequently, the system does
not use the Default Export Directory Path—which is on the server. It opens a directory on the client, reverting to the
last directory used. You can navigate to the default export server directory, if you wish. Or to avoid confusion or use
the same destination folder for both client and server computers, you can use UNC (Universal Naming Convention)
paths.
Example:
\\ComputerName\Program Files\Software House\SWHSystem\Export
For more information, see the Dynamic Views chapter in the C•CURE 9000 Data Views Guide.
To Export an Object to an XML or CSV File

1. Open a Dynamic View of the object type (see Viewing a List of an Object Type on Page 21).
2. Select one or more objects from the list, then right-click.
3. Select Export Selection from the context menu. A Windows file selection dialog opens to allow you to export the
object(s).
4. Navigate to the folder where you want to save the exported objects.
5. Choose the type of export from the drop-down list in the Save as type field (either Export as XML file or Export
as CSV file).
6. Type a file name in the File name field, or click on a file in the folder (that file will be overwritten by the export)
and click Save to export the object.
Deleting an Object
You can delete an object from C•CURE 9000 if it is no longer needed.
To Delete an Object
1. Display a Dynamic View list of the object (see Viewing a List of an Object Type on Page 21).
2. Select the object you wish to delete.
3. Right-click the selected object and choose Delete from the context menu.
4. A dialog box appears to confirm that you want to delete the object. Click No to cancel the deletion, or click Yes to
delete the object. A dialog box appears to show the progress of the deletion.
5. Click OK to complete the deletion.

Disabling Credentials for Inactivity Overview

The Disabling by Inactivity capability allows you to configure your C•CURE 9000 system to automatically disable
Personnel Credentials that have not been used for a specified period of time.
Only Card Admits are considered ‘card activity’ by the Disabling for Inactivity service. Card Rejects
NOTE do not count.
In addition, the system provides reports that can tell you the following:
■ Which Credentials will be expired on a certain date.
■ Which Credentials were expired on a certain date.
■ Which Credentials should have been expired, but were not.
For information on how the Disabling by Inactivity process works with MAS and SAS servers, see Disabling
Credentials for Inactivity in an Enterprise Environment on Page 28.
To Set Up Disabling by Inactivity for Your System

1. Configure two System Variables in the Personnel category, Disable by Inactivity Enabled and Disable by
Inactivity Scan Time. For information about editing these System Variables, see:
■ Configuring the Disable by Inactivity Process for Personnel Credentials on Page 47
■ the Personnel Category in the C•CURE 9000 System Maintenance Guide
2. Configure Inactivity Periods for the Personnel Types you have defined for your site. For information, see
Personnel Type Overview on Page 106 and Configuring the Disable by Inactivity Process for Personnel
Credentials on Page 47.
3. Assign the desired Personnel Types to Personnel Records. For information, see Setting the Personnel Type on
Page 52.
You can review the status of Credentials—related to Inactivity Disabling—in several different ways:
■ For an individual Personnel Record – on the Personnel Editor Credential tab. For information, see Personnel
Credentials Tab on Page 57.
A credential whose status is:

NOTE
■ Lost, Stolen, Disabled, or Expired is excluded from being disabled by the inactivity process.
■ Disabled by Inactivity will also have the Disabled status set.
■ For a list of Credentials in the system – on the Credential Dynamic View. For information, see Credential Editor
on Page 142
■ For a list of Credentials in the system – By running any one of three pre-defined Reports:
• SWH62 - Credentials that Should be Disabled by Inactivity Report
• SWH63 - Credentials that have been Disabled by Inactivity Report
• SWH64 - Credentials that should be Disabled by Inactivity but Were Not Report
For information, see Appendix A in the C•CURE 9000 Data Views Guide .

Disabling Credentials for Inactivity in an Enterprise Environment

In an Enterprise Environment, the two Personnel category System Variables, Disable by Inactivity Enabled and
Disable by Inactivity Scan Time must be configured appropriately on each individual server since Credentials are
expired on their own server.
A Global Personnel's Credentials are expired by the MAS server using information propagated from each SAS server.
Software House assumes that the MAS and all its SASes are synchronizing normally on a regular basis. Delays in
synchronization can cause inaccurate expirations, as well as inaccurate data on any of the Inactivity Reports.

2
Chapter 2 - Personnel
The C•CURE 9000 Personnel Editor is used to create Personnel records for the people who need access to your site.
In this chapter
Searching for Personnel 30

Searching for Credentials for Personnel 36
Scanning IDs from the Personnel Quick Search pane 37
Scanning IDs from the Visit Quick Search pane 39
Personnel Editor 40
Configuring the Disable by Inactivity Process for Personnel Credentials 47
Personnel General Tab 49
Scanning from the personnel editor General Tab 56
Personnel Credentials Tab 57
Personnel Clearances Tab 67
Personnel Customer Tab 70
Personnel Customer Extended Tab 72
Personnel Images Tab 74
Personnel Badging Tab 80
Personnel Previous Doors Tab 84
Personnel User-defined Fields Tab 86
Personnel Custom Clearance Tab 87
Personnel Documents Tab 94
Personnel Personnel Triggers Tab 99
Personnel Web and Mobile tab 102

Searching for Personnel

You can search for Personnel using the Search functions on the Personnel pane. You can perform a Quick Search
using the Personnel Name fields, or you can perform an Advanced search by defining a Query using the Query
Editor. Searches are activated by clicking the Search button ( ).
■ To show a list of all Personnel, click without entering any data in the Quick or Advanced Search panes.
■ To Quick Search for Personnel, type your search information in the Quick Search pane and click . See
Performing a Personnel Quick Search on Page 30 for more information.
■ To perform an Instant Query, click Advanced to show the Advanced pane, then click Instant Query. See
Running an Instant Query on Page 32 for more information.
■ To perform an Advanced search, click Advanced to show the Advanced pane, then select a Personnel Query
from the list and click , as shown in Figure 3 on Page 30.
See Defining a Personnel Advanced Search (Query) on Page 33 for more information.
The list includes the pre-defined Queries related to Personnel that come with the system. (See
NOTE Appendix A in the C•CURE 9000 Data Views Guide for more information.) The list also includes any
Queries already defined by an Operator.
Figure 3: Advanced Search Pane
■ To search for Credentials for Personnel based on certain conditions, see Searching for Credentials for Personnel
on Page 36.
■ If you have defined a default Dynamic View for Personnel that includes a Query, click to display that
view, showing Personnel that meet the criteria in the Query. See the Chapter on Dynamic Views in the C•CURE
9000 Data Views Guide for more information about default views.
Performing a Personnel Quick Search
To Perform a Personnel Quick Search

1. Click the Personnel pane button.

2. Click the drop-down list in the toolbar and select Personnel.

3. Select a personnel type from the Personnel Type drop-down list.
4. Enter the personnel name information you want to search for into the Quick Search fields. You can enter a first
name, last name, middle name, and name into their corresponding fields. You can also enter a partial name.
Example:
If you enter Smi in Name you find Smith.
The Name field can be used to find combinations of last, first, and middle names.
5. To search for a user using their email address, type that email address into the Email Address field.
6. To search for the customer Text field, type that pre-configured entry into the Text field.
7. To search for the customer Int field, type that pre-configured entry into the Int field.
The Text and Int fields can be configured using System Variables. For more information, see the chapter on
System Variables in the C•CURE 9000 System Maintenance Guide.

8. To search for a checked in visitor, select the Checked In check box.

9. To search for a user that has hosting permissions , select the Can Host check box.
10. To search for a user that can approve requests, select the Can Approve Requests check box.
11. To search for a user that can submit requests, select the Can Submit Requests check box.
12. To search for a personnel template file rather than a person record, select the Template checkbox.
The check mark field has three states:

NOTE
:Blank indicatess search for records where this criteria is not true.
: Checked indicates search for records where this criteria is true.
: Dimmed indicates do not use this criteria in the search.
13. Click to open a Dynamic View showing the Personnel objects that match the information you entered.
Running an Instant Query

An Instant Query is useful when you need to find information in C•CURE 9000, but you do not want to create a new
Query and save it. Instant Query is useful for a one-time look up of objects that are not available with a Quick
Search.
For example, the Quick Search for Personnel lets you look for Name-related data. It does not let you search for Card
Numbers, Personnel Type, Credentials, and most other Personnel data.
An Instant Query lets you look for any Personnel-related data by defining your search terms on the fly and running
it. An Instant Query is configured the same way as an Advanced Search (Query). Unlike an Advanced Search
(Query), you cannot save the Instant Query search you define.
If you expect to repeat the search at a later time, you should define it and save it as an Advanced Search (Query). See
Defining a Personnel Advanced Search (Query) on Page 33 for more information.
To Run an Instant Query

The Personnel pane opens with Quick Search visible.
2. Click the drop-down list in the Personnel pane toolbar and select Personnel.
3. Click Advanced.
4. Click Instant Query to define a basic Instant Query, or click the down arrow to show the available Instant Query
types. Click on one of these choices to open the Query Parameters dialog box for that query type.

The Query Parameter dialog box for the Instant Query you have chosen opens.
Figure 4: Query Parameter Dialog Box
5. You can click in the Predefined Query field to select a previously saved Personnel query, make changes to
the query in the Query Details table, and click Run to run the query.
Alternatively, you can click Add to add query statements to the Query Details table, and click Run to run this
query.
6. The results of the query are displayed as a Dynamic View in the C•CURE 9000 Administration Workstation
Content area.
For more information on the details of defining and running an Instant Query, see the chapter on Queries in the
C•CURE 9000 Data Views Guide, and the online Help for Instant Query (click F1 to display the online Help).
Defining a Personnel Advanced Search (Query)

If you expect to perform a particular search multiple times, you should define and save an advanced search (Query).
You create a Query using the Query Editor. You can create a Query to search for any C•CURE 9000 object, but in this
case the focus is on creating a Query to search for Personnel objects.
You define an advanced search by creating rows in the Query Criteria table that specify what you want to search for.
If you define multiple rows, you specify how each row is related to the other rows (AND/OR logical operator).
To Define a Personnel Query

2. The Personnel pane opens with Quick Search visible.
3. Click the drop-down list in the Personnel pane toolbar and select Personnel.
4. Click Advanced.
5. Click New Query to open the Query Editor (see Figure 5 on Page 34) to create a new advanced search.

6. Type a name for your Personnel Query in the Name field.

Figure 5: Query Editor
7. Type a description for your Personnel Query in the Description field. A description should give enough
information so that an Operator who is unfamiliar with your queries can tell what the query is searching for.
8. To begin defining the search criteria for the query, click Add A new row appears in the Query Criteria table.
9. Choose the kind of object you want to search for from the drop-down list in the Object Type Column. To search
for persons, choose Personnel.
10. Choose a field to search on from the drop-down list in the Field column.
Example:
To search on Last Names, pick LastName
11. Choose a filter type from the drop-down list in the Filter Type column.
Example:
If you intend to search for Last Names that begin with the letters “Bro” choose Starts With for the filter type.
12. In the Value column, type the value that you want to search for.
Example:

If you intend to search for Last Names that begin with the letters “Bro” type in “Bro” (without the quotes).
13. For each row, you can specify whether or not you want to give the Operator running the Query the ability to
change the search criteria. If you select Prompt, when an Operator runs the search, a dialog box appears to allow
them to modify each row that has Prompt enabled.
Example:
If you enable Prompt for a row that searches for LastNames starting with “Bro”, the Operator can choose a
different value from the dialog that appears.
14. You can also add grouped search expressions by clicking Add Group.
Example:
If you want to search for Personnel who have an Employee Type of Contractor and a value of 0 in the
Logical1 field, and from that group, find those people with Operator privileges, you could add a group to a
search for Operators that added a search criteria for both Employee Type and Logical1.
15. To save the Query, click Save and Close.

Searching for Credentials for Personnel
Searching for Credentials for Personnel

You can define a Query on the Query Editor that searches for Credentials based on some attribute of the Card's
Personnel record and/or the Personnel Child records. Once you have a list of these Credentials on a Dynamic View,
you can use Set Property from the right-click Context Menu to edit these Credentials in bulk.
Example:
Suppose you want to find the Credentials for all the Personnel in your database who are Contractors so you can
change the dates when their Credentials will expire. Adapting the procedure described in Defining a Personnel
Advanced Search (Query) on Page 33, create a Query with the parameters shown in the following table. (If you
expect to repeat the search at a later time, you should save it as an Advanced Search [Query].)
Query Target Type: Credential
Operator Type Field Filter Type Value
In Personnel Personnel Type Equals Contractor
The query returns a Dynamic View list of the Credentials for all Personnel who have “Contractor” as their
Personnel Type. You could then select all or some of the Contractors and use the Set Property option from the
right-click context menu to set an Expiration Date for their Credentials.
You could also use Credential as the target type in a Query to retrieve a list of Credentials with access
NOTE to (Clearances for) a particular Door.
For more detailed information on configuring and using Queries see the Query chapter in the C•CURE 9000 Data
Views Guide.

Scanning IDs from the Personnel Quick Search pane

You can scan a driver’s license or a passport to search for an existing personnel record, edit an existing personnel
record, or to create a new personnel record in the Personnel Quick Search Pane. When the driver's license or passport
is scanned, the fields of the items that have been field mapped are populated in the personnel record. You can
manually update any of the items in the personnel record. This can be useful for ensuring that personnel records are
accurate and up to date. If there is a duplication of a personnel record, you are prompted to create a new record and
can edit the personnel record manually.
Due to the variation in layouts of driver’s licenses and passports, the hologram logo may interfere with the ability of
the ID scanner to pick up information. We recommend configuring the ID scanner settings to scan on both sides.
When scanning, position the ID on the scanner in a way in which the hologram is not scanned.
Scanning passport or driver's license to retrieve personnel record

You can search for personnel by using the ID scanner to scan a user's driver's license or passport.
To scan a driver's license or passport to find a personnel record

1. Place the driver's license or passport on the ID scanner.
3. Click the ID Scan drop-down list, and select Driver's License Scanning
OR
Click the ID Scan drop-down list, and select Passport Scanning.
4. Click ID Scan.
The Dynamic View displays. If there is a personnel record in the system of the person whose driver's license or
passport was scanned, their personnel record is displayed in the Dynamic View.
Field mapping must be configured before scanning a passport or driver's license to find a personnel
NOTE record. For more information, see C•CURE ID User Guide.
Scanning passport or driver's license to edit a personnel record

You can edit an existing personnel record by using the ID scanner to scan a user's driver's license or passport.
To scan a driver's license or passport to edit a personnel record

OR
4. Click ID Scan.

passport was scanned, their personnel record is displayed in the Dynamic View. The personnel record is
updated with information contained in the driver's license or passport.
5. Edit the information in the personnel target fields.
Scanning passport or driver's license to create personnel record

You can create a new personnel record after scanning a user's driver's license or passport.
To scan a driver's license or passport to create a new personnel record

2. Click the Personnel pane button
OR
4. Click ID Scan.
The Create New Personnel Record dialog box displays.
5. Click Yes to create a new personnel record.
The field mapped text boxes are populated.
OR
If a personnel record for that ID already exists a duplication warning displays.
Click Yes to edit the personnel record manually and edit the information in the personnel target fields.
Field mapping must be configured before scanning a passport or driver's license to create a personnel

Scanning IDs from the Visit Quick Search pane
Scanning IDs from the Visit Quick Search pane

You can scan a driver’s license or passport to search for an existing personnel record in the Visit Quick Search pane.
Due to the variation in layouts of driver’s licenses and passports, the hologram logo may interfere with the ability of
the ID scanner to pick up information. We recommend configuring the ID scanner settings to scan on both sides.
When scanning, position the ID on the scanner in a way in which the hologram is not scanned.
Scanning driver's license or passport to retrieve personnel record

You can search for personnel by using the ID scanner to scan a user's driver's license or passport.
To scan a driver's license or passport to find a personnel record

3. Click Visit.
OR
5. Click ID Scan.
passport was scanned, their personnel record displays in the Visit Dynamic View.

Personnel Editor
Personnel Editor
A C•CURE 9000 Personnel record is used to store information about people who can access your site, including their
access credentials and their clearances (the doors and locations they are allowed to access). The Personnel Editor is
used to enter information about each person.
The following sections provide more information about using Personnel to define Personnel records.
■ Personnel Editor Tabs on Page 40
■ Personnel Tasks on Page 40
Personnel Editor Tabs

The Personnel Editor stores personnel information on several tabbed views. The following sections give more
information about each Personnel tab and how to use it.
■ Personnel General Tab on Page 49.
■ Personnel Credentials Tab on Page 57.
■ Personnel Clearances Tab on Page 67.
■ Personnel Customer Tab on Page 70.
■ Personnel Customer Extended Tab on Page 72.
■ Personnel Images Tab on Page 74.
■ Personnel Badging Tab on Page 80.
■ Personnel Previous Doors Tab on Page 84.
■ Personnel User-defined Fields Tab on Page 86.
■ Personnel Custom Clearance Tab on Page 87
■ Personnel Documents Tab on Page 94
■ Personnel Personnel Triggers Tab on Page 99
■ Personnel Web and Mobile tab on Page 102
Personnel Tasks
You can perform the following tasks with the Personnel Editor to configure Personnel records.
■ Personnel Object Tasks on Page 19
■ Accessing the Personnel Editor on Page 41
■ Selecting a Personnel View on Page 42
■ Searching for Personnel on Page 30
■ Using the Personnel List Context Menu on Page 42 to set properties of one or more personnel objects, add
personnel to groups, export personnel records and Image, batch print badges, and other functions.
■ Exporting Personnel Portraits on Page 45

Personnel Editor
Accessing the Personnel Editor

You can access the Personnel Editor from the C•CURE 9000 Personnel pane.
To Access the Personnel Editor

1. Click the Personnel pane button in the Administration Station.
2. Select Personnel from the drop-down list in the Personnel pane toolbar.
3. Click to open a Dynamic View showing all Personnel objects.

4. Double-click the name of the Person in the list that you want to edit (or right-click to display the context menu,
then click Edit), and the Personnel Editor opens (see Figure 6 on Page 41).
The figures in this chapter show the Personnel Editor Default Personnel Edit View. Because an
NOTE Administrator can change the content of a Personnel View, adding or removing tabs and fields, as
well as adding User Defined Fields, the Personnel Views you see may not look exactly like the figures
in this document. See Default Personnel Views on Page 192 for more information.
Figure 6: Personnel Editor

Personnel Editor
Selecting a Personnel View

You can select a Personnel View that you are authorized to use from the Current View drop-down list. You may be
assigned to use a Personnel View for creating a new Personnel record, and a separate Personnel View for editing an
existing record. In this case, if you are editing an existing record, the view for creating a new record is not available
from the Current View drop-down list.
Two Default Personnel Views are included in C•CURE 9000, as shown in Figure 7 on Page 42. Your Administrator
determines which Personnel Views are available to each Operator, so you may see a different list of available Views.
When you close the Personnel editor, the view you used last is remembered, and the Personnel editor opens using
that view the next time you run it.
To Select a Personnel View
1. From the Personnel Editor, click in the Current View field.

2. Choose the Personnel View you want to use from the drop-down list.
Figure 7: Default Personnel Views
Using the Personnel List Context Menu

The Personnel context menu (see Figure 8 on Page 43) in the Dynamic View of Personnel includes the selections
common to all objects, as well as additional selections specific to Personnel records. See Using the Object List Context
Menu on Page 24 for more information on the common selections. You can select one or more Personnel in the
Dynamic View (using SHIFT+Left-click and CTRL+Left-click) and perform functions such as Set properties, Add
Personnel to Groups, Export Personnel records and Image, Batch Print Badges, using the context menu. See Table 3
on Page 43 for definitions of the Personnel-specific context menu selections.

Personnel Editor
Figure 8: Personnel List Context Menu
Table 3: Personnel List Context Menu
Export Click this menu selection to open an Export Personnel Portraits dialog box from which you can specify the location and filename
Selected of the external file to which to export the Primary Image from the selected Personnel record. See Exporting Personnel Portraits on
Portrait Page 45 for more information.
Batch Print This selection is available if you have configured Batch Printing in Options & Tools Badge Setup. Select one or more badges in the
Badges Personnel Dynamic View and click this menu selection to batch print the selected badge(s). Depending on your Badge Setup
Printer Settings, the badges either print automatically or are added to the Batch Print Queue. If the badges are queued, the
C•CURE ID Batch Print Manager dialog box opens to allow you to manage the print queue. From this dialog you can choose to
print these badges and any other badges currently in the queue.
Grace Click to clear the antipassback/timed antipassback information for selected Personnel and allow them access to the antipassback
Personnel Area. For more information see the Areas chapter in the C•CURE 9000 Areas and Zones Guide.
NOTE: If you select more than 100 Personnel, the Grace Personnel selection is not available.

Personnel Editor
Personnel List Context Menu (continued)
Assign Select one or more Personnel records from the Dynamic View, then right-click and select Assign Clearances. A dialog box
Clearances appears that allows you to select one or more Clearances to add to the Personnel records you have chosen. Click OK to assign the
Clearances. A dialog box appears to confirm that the Clearances were added, or explain why they were not added. Click OK to
close this dialog box. You can also Print or Email the contents of the dialog box.
Remove Select one or more Personnel records from the Dynamic View, then right-click and select Remove Clearances. A dialog box
Clearances appears that allows you to select one or more Clearances to remove from the Personnel records you have chosen. Click OK to
remove the Clearances. A dialog box appears to confirm that the Clearances were removed, or explain why they were not
removed. Click OK to close this dialog box. You can also Print or Email the contents of the dialog box.
Remove Click to remove the selected Personnel from an Area so they no longer appear in any of the Area's Roll Call Reports. (If personnel
Person from swiped into an Area and then tailgated out, the system could have them erroneously recorded as still being in the Area.)
Area NOTE: This action requires a confirmation. It also warns you that it does not change the occupancy counts on the Area's iSTAR
Controller and could take a while to complete.
For more information see the Areas chapter in the C•CURE 9000 Areas and Zones Guide.
Antipassback Click to reset the iSTAR Global Antipassback owners of the selected Personnel's cards when that iSTAR owner is not
Reset Card communicating.
NOTE: If you select more than 100 Personnel, the Antipassback Reset Card selection is not available.
Area Lockout Click to clear all running Area Lockout timers for the selected Personnel and to allow them one-time access to the target locked-out
Grace Areas.
NOTE: If you select more than 100 Personnel, the Area Lockout Grace selection is not available.
Grace Click to clear the Antipassback/timed Antipassback information for the selected Personnel member(s) of one or more Carpool
Carpool Groups (and all other members of the Carpool Groups) and allow them access to the Carpool Area.
Group This is a ‘timed’ grace for which you must enter start/end times in a standard Manual Action dialog box. During that time period,
everyone in the Carpool Group gets Free access to the Carpool Area.
NOTE: If you select more than 100 Personnel, the Grace Carpool Group selection is not available.
Activate Click to Activate a Temporary Credential. You can also use this function to change the Expiration date of the credential.
Temporary A dialog box appears so that you can set the Expiration time span for the Temporary Credential. See Activating a Temporary
Credential on Page 153 for more information.
Assign Click to assign a Temporary Credential to this Personnel record.

Temporary A Name Selection dialog box appears listing the Temporary Credentials and their status.
Credential
If you selected an Unassigned Temporary Credential, it is assigned to the person.
If you select an Assigned or Activated Temporary Credential, a Warning appears that if you click OK, the Temporary Credential will
be removed from the person it is currently assigned to, and re-assigned to the person you had selected. If you click Cancel, no
action is taken.
Return Click to return a Temporary Credential to Unassigned status. You use this function when a person returns the access card to you
Temporary when they no longer need it or it has expired.
Once the credential has a status of Unassigned, you can assign it to another person, as needed.
Only available for a Personnel record that has a Temporary Credential assigned.

Personnel Editor
Personnel List Context Menu (continued)
Show Click this menu selection to view a list of Security Objects associated with this Personnel record. For more information, see
Association "Showing Associations for an Object" in the C•CURE 9000 Getting Started Guide.
Create from Click to create a new Personnel record from this Template.
Template Available only when you right-click on a Personnel Template.
Exporting Personnel Portraits

You can use the Export selected Portraits context menu selection to export the Personnel primary portrait image from
one or more records in a Personnel Dynamic View to a folder as .jpg format files.
To Export Personnel Portraits

2. Select Personnel from the Personnel pane drop-down list).
3. Click to open a Dynamic View listing all Personnel records. (You can also click the down-arrow of this
button to either view the list in the current tabbed view or open a new tabbed view).
4. Select one or more Personnel records in the list and right-click. The Personnel context menu appears.
5. Select Export selected Portraits. The Export Personnel Portraits dialog box appears.
6. In the Output folder on the client field, click to select a folder on the Administration Client system to store
the exported Portraits. (You can alternatively type the name of an existing folder on the client system.)
7. In the Portrait name pattern field, you can click to add a Personnel record field as part of the file name that
is used to store the Portrait file. You can type in the field to customize the filename pattern (you could shorten
the filename by removing the '(Object ID)' portion, for instance).
Example:
The default file pattern generates a filename such as Personnel Last, First (5000).jpg. If you select Text1 from this
dialog box, the export would generate a filename such as Personnel Last, First (5000)Text1value.jpg
8. You can choose either Overwrite existing files or Rename existing files to determine how to deal with
previously exported Portraits.
n Overwrite existing files replaces existing files of the same name.

n Rename existing files adds a .bak extension to existing files of the same name so that they are not
overwritten.
9. Click Export to export the primary Portrait of the selected Personnel. A dialog box appears to list the Portraits
that have been exported, and list any Personnel records that do not have Portraits associated with them.
You can:
n Print the contents of this dialog box.

Personnel Editor
n Email the contents of this dialog box.

n Open Folder to view the folder where the Portraits were exported
n Click OK to close the dialog box.

Configuring the Disable by Inactivity Process for Personnel Credentials

You can configure your C•CURE 9000 system to automatically disable those personnel credentials (cards) that have
been inactive for a specified amount of time. You can define the required inactivity period plus the time of day when
this Disable by Inactivity service kicks off, as well as being able to exempt particular personnel from the process.
Only Card Admits are considered ‘card activity’ by the Disabling for Inactivity service. Card Rejects
NOTE do not count.
For information on how the Disabling by Inactivity process works with MAS and SAS servers, see Disabling
Credentials for Inactivity in an Enterprise Environment on Page 28.
The following tasks are relevant to the Disable by Inactivity process:

■ To Configure your System to Disable Inactive Personnel Credentials on Page 47
■ To Exempt Personnel from having Inactive Credentials Disabled on Page 48
To Configure your System to Disable Inactive Personnel Credentials

1. Set the appropriate values for the two relevant System Variables in the Personnel category, Disable by Inactivity
Enabled and Disable by Inactivity Scan Time.
In an Enterprise Environment, these System Variables must be configured on each individual

NOTE MAS/SAS server since credentials must be expired on their own server. (Global Personnel's
Credentials are expired by the MAS server, but using information propagated from each SAS server.)
a. In the Administration Station, on the Options & Tools pane, select System Variables and expand the
Personnel category on the General tab.
b. In the Name column, locate the Disable by Inactivity Enabled system variable, click in the Value field, and
change False to True.
c. Locate the Disable by Inactivity Scan Time system variable and double-click on the row to edit it.
d. On the System Variables Editor Inactivity Scan Time Variable tab,
— Enter the time every day (the hour and minute [in UTC]), when the scan will begin and then find and
disable all Personnel Credentials whose lack of activity meets the Inactivity Period value set for their
Personnel Type.
— Click Save and Close.
e. Click to close the System Variables General tab.
2. Configure the Inactivity Period for the Personnel Types defined for your site.
a. In the Navigation Pane, click Personnel to open the Personnel pane and select Personnel Type from the pane
drop-down list.
b. Click to open a Dynamic View listing all the Personnel Types in your system.
c. Double-click the specific Personnel Type in the list whose Inactivity Period you wish to set.
Example:
Contractor

d. On the Personnel Type Editor, in the Inactivity Period field, specify the number of days that must elapse
without any card activity for Credentials belonging to Personnel with this designated Personnel Type before an
enabled and running Disable by Inactivity service disables these Credentials.
The valid range for the number of days you can enter in this field is 3 – 2000. If the default value of 0
NOTE (zero) is left, the Disable by Inactivity service will ignore Personnel with this Personnel Type.
e. Click Save and Close.

f. Repeat the steps for any other Personnel Types for which you want to set Inactivity Periods.
3. Assign a Personnel Type with a specific Inactivity Period to a Personnel Record.
a. Follow the procedure in Setting the Personnel Type on Page 52.
b. Click Save and Close.
To Exempt Personnel from having Inactive Credentials Disabled

1. On the Personnel pane, select Personnel from the pane drop-down list and then:
Click New to create a new Personnel Record.
- or -
Click to open the Personnel Dynamic View and select the desired Personnel Record.
2. In the Options box on the General tab, click to select the Inactivity Exempt option check box.
3. Click Save and Close.

Personnel General Tab

The Personnel General tab lets you identify a person, set their Personnel ID, Person Type, Operator Name, Email
Address, Escort Option, and PIN. You can also set options for Disabled Access, Alternate Shunt, and Guard Tour, as
well as site-specific organizational identifiers. Figure 6 on Page 41 shows the Personnel General tab.
See Personnel General Tab Definitions on Page 49 for definitions of all fields and buttons on the Personnel General
Tab.
General Tab Tasks

See the following sections for instruction on performing these tasks.
■ Setting the Personnel Type on Page 52
■ Choosing an Operator Name on Page 52
■ Setting Options on Page 53
■ Setting an Email Address on Page 104
■ Setting the Escort Option on Page 54
■ Setting a General PIN on Page 54
■ Scanning from the personnel editor General Tab on Page 56
Personnel General Tab Definitions

The fields and buttons on the Personnel General tab are shown in Table 4 on Page 49.
Table 4: Personnel General Tab Definitions
Field/Button Description
First Name The first name of the person. This field is not required.
Middle Name The middle name of the person. This field is not required.
Last Name The last name of the person. The Last Name field is required.
Personnel ID This field contains a system generated ID number for this person. This field is read-only.
Personnel Type Click to choose a Personnel type for this Personnel record by clicking and selecting from the
dialog box that appears. The system provides four Personnel Types: Employee,
Contractor,Visitor, and None. None is the default value.
You can use the Personnel Type Editor to configure the following:
• Additional Personnel Types to meet your site's needs.
Example:
A Personnel Type called Temporary could be added if your site wanted
to identify temporary personnel.
• Inactivity Periods for specific Personnel Types, which allows Personnel Records with this type
to be disabled if their credentials have been inactive for that length of time.
For more information see Personnel Type Overview on Page 106.

Personnel General Tab Definitions (continued)
Operator Name Use this field to identify this person as an Operator who can run C•CURE 9000 applications, such
as the Administration workstation and the Monitoring Station.
If this person is not intended to be a C•CURE 9000 Operator, leave this field blank.
Click to select an Operator for this Personnel record from the list of Operators defined for
your system. Each Operator is a person with a Windows system account.
NOTE: Each Operator can be assigned to only one Personnel record. If you try to assign an
Operator to a Personnel record and that Operator is already assigned to another
Personnel record, an error message appears and you cannot save the record.
Partition A read-only field displaying the partition to which this Personnel record belongs. This field is visible
only if the C•CURE 9000 system is partitioned.
Options
Disabled Select this option if you want to deny this person access. All of this person's access credentials will
be denied access as long as Disabled is selected.
Checking this box does not cause any of the person's access credentials to be marked as
Disabled on the Credentials tab, but none of these credentials will grant access as long as
Disabled is selected on the General tab.
Alternate Shunt Select this option to cause the alternate shunt relays for ADA (Americans with Disabilities Act)
(ADA) door timings to be activated whenever this person is granted access to a door equipped with
these options. Alternate shunt relays typically provide additional time for a person to go through a
door without causing an alarm condition. (See the C•CURE 9000 Hardware Configuration Guide
chapter on Doors ).
PIN Exempt (ADA) Select this option so that a person seeking access at a reader configured on the Reader Keypad
tab for both Card and PIN Required and Allow PIN Exempt does not have to enter the PIN.
This is useful for disabled personnel with limited use of their fingers or for those who would have
difficulty reaching the reader.
Noticed Select this option to track activities by this person:

• Displays the Noticed tag in access/reject admit messages.
• Triggers any Noticed Events defined when Doors were configured.
Antipassback Exempt Select this option to make this person exempt from antipassback rules (regular and timed) for all
Areas. The person is permitted entry to/exit from antipassback Areas regardless of a violation.
While no violation messages are generated/logged, access activity is logged as usual.
Activate Antipassback Select this option so this person activates antipassback events—whether or not the person is
Event antipassback exempt—if the access/exit would ordinarily cause a violation.
Keypad Command Select this option to enable this person to use Keypad Commands even if the person is not in a
Administrator Personnel Group granted the Keypad Command permission.
Intrusion Zone Select this option to enable this person to Arm/Disarm Intrusion Zones using the Card swipe
Administrator Arm/Disarm methods even if the person is not in the Personnel Group configured for that
Intrusion Zone.
Inactivity Exempt Select this option to indicate that this person's credentials cannot be disabled due to a lack of
activity in the system.

Can Perform Guard Select this option to enable this person to be assigned to perform a Guard Tour. See the
Tour C•CURE 9000 Guard Tours Guide for detailed information about Guard Tours.
Escort Options
Escort Option Click the down-arrow to choose an Escort Option for this Personnel record by selecting from the
drop-down that appears. The system provides the following four options:
• Unescorted Visitor – A Visitor to the company who is permitted to go through the facility
without an Escort.
• Escorted Visitor – A Visitor to the company who must be accompanied by an employee
designated as an Escort in order to move through the facility.
• Escort– an Employee trained in using the visitor management policies of the company, who
knows what to do in any of the following situations:
- Escorted Visitor's card fails for clearance.
- An employee wants to cut in front of or in the middle of the Escorted Visitor queue.
• None – the default value.
PIN
PIN Defines the Personal Identification Number for this Person. This PIN is used for readers that
require Card Access Followed by PIN. The PIN is encrypted when stored in the database.
If the Display PIN system variable is set to False:
• The PIN is not visible anywhere in the C•CURE 9000 system.
• This field displays asterisks when the cursor is in the field.
• A Confirmation window opens when you change the value, then move the cursor to a
different field. You need to re-enter the PIN to confirm its value.
If the UseGeneralPINForPINOnly system variable is set to True, this field is read-only.
The number of digits in the PIN is determined by the PINLength value set in Options &
Tools>System Variables. (The maximum size allowed is 9.)
Modification History
Last Edited On The Date and Time of the last edit of this Personnel record. This field is updated by the system
and is read-only.
Last Edited By Name of the Operator who last edited the General tab data for this personnel record. This field is
updated by the system and is read-only.
Personnel Record Options
Save and Close Click Save and Close when you have completed any changes to the Personnel record and wish
to save those changes. The Personnel Editor closes.
Save and New Click Save and New when you have completed any changes to the Personnel record and wish
to save those changes, and then want to create a new Personnel record. The Personnel record
you were editing is saved, and a new Personnel record opens (either blank or including template
information if you were using a template to create new Personnel records).

Save Click Save when you have made any changes to the Personnel record and wish to save these
changes without closing the editor—in order to continue configuring the record.
NOTE: If another user editing the same record saves their changes while you are editing it, the
following error message displays when you click Save: "Cannot save. The object has
changed since you last loaded it.".
Current View This field shows the currently selected Personnel View, and the drop-down list shows the other
Personnel Views that can be selected. The Current View field only shows the Personnel Views
that the Operator can access.
Close Click Close when you want to close the Personnel Editor without saving your changes.
A prompt appears so that you can choose to continue editing or close the editor. Click OK to close
the editor without saving changes, or click Cancel to continue editing the Personnel record.
Setting the Personnel Type

The Personnel Type field lets you categorize each Personnel record in your database based on the person’s role or
type. By default you can choose Employee, Contractor, Visitor, or None.
You can also define additional Personnel Types to suit your site, however. For example, if you want to identify
Personnel records as Security Personnel, Maintenance Personnel, Temporary Employees, or any other category, you
can create these new Personnel Types with the Personnel Type Editor (see Personnel Type Overview on Page 106),
and then assign the new type to Personnel records in your database.
In addition, the Personnel Type you assign to a Personnel record can control the following:
■ Whether or not their Credential(s) can be disabled for lack of activity in the system.
■ The number of days without valid card activities before a running Disable by Inactivity service disables the
Credential(s). For more information, see Disabling Credentials for Inactivity Overview on Page 27
To Set the Personnel Type
1. From the Personnel General Tab, click Select in the Personnel Type field to open a selection dialog listing
available Personnel Types.
2. Click a Personnel Type in the list to select that Personnel Type.
You can also click the Actions button and select New to create a new Personnel Type for this person or Edit
to modify an existing Personnel Type. For more information about the Actions button, see the C•CURE 9000
Getting Started Guide.
3. To save the Personnel Type, click Save and Close.
Choosing an Operator Name

You choose an Operator name to give a person the ability to run C•CURE 9000 applications, such as the
Administration Workstation or the Monitoring Station. You choose an Operator Name from a list of Operators
configured for your system. Operators are configured using the Configuration Pane Operator Editor.

An Operator name is related to a specific Windows user account, and has a defined set of Privileges that determine
exactly which functions and features of C•CURE 9000 the Operator can and cannot access.
Example:
An Operator whose job it is to enter Personnel data may not be able to run the Monitoring Station, view
Hardware status, unlock doors, or view video.
To Choose an Operator Name
1. From the Personnel General Tab, click Select in the Operator Name field to open a selection dialog listing
available Operators.
2. Click a name in the list to select that Operator.
3. If there are no available or appropriate Operators in the list, you need to create one for the person. Click the
Actions button and select New to create a new Operator or Edit to modify an existing Operator. Then repeat
the previous steps. For more information about the Actions button, see the C•CURE 9000 Getting Started Guide.
4. To save the Operator Name, click Save and Close.
Setting Options
You can set a number of options for a Personnel record from the Personnel General tab.
To Set Options
1. Select Disabledif you want to deny this person access. All of this person’s access credentials and their PIN will
be denied access as long as Disabled is selected. If you select this option, the person will not be able to gain
access using any of their access cards or their PIN.
Checking this box does not cause any of the person’s access credentials to be marked as disabled on the
Credentials tab, but none of these credentials will grant access as long as Disabled on the General tab is selected.
2. Select Alternate Shunt (ADA) to cause the alternate shunt relays for ADA (Americans with Disabilities Act) door
timings to be activated whenever this person is granted access to a door equipped with these options. Alternate
shunt relays typically provide additional time for a person to go through a door without causing an alarm
condition. For more information, see the C•CURE 9000 Hardware Configuration Guide chapter on Doors.
3. Select PIN Exempt (ADA) so a disabled person seeking access at a reader configured for both "Card and PIN
Required" and "Allow PIN Exempt" does not have to enter the PIN on the keypad. For information, see the
C•CURE 9000 Hardware Configuration Guide section on iSTAR Readers.
4. Select Noticed to set this Personnel record so that access attempts are marked with the Noticed flag (allowing
you to track these attempts). If the Noticed Flag is selected, the journal message displays “Noticed” when an
access attempt occurs.
5. Select Antipassback Exempt to make this person exempt from antipassback rules (regular and timed) for all
Areas. The person is permitted entry to/exit from an antipassback Area regardless of a violation). If this option is
selected, no violation message are generated/logged, but access activity is logged as usual.
6. Select Activates Antipassback Event so this person activates antipassback events—whether or not the person is
antipassback exempt—if the access/exit would ordinarily cause a violation .

7. Select Keypad Command Administrator to enable this person to be able to use Keypad Commands even if the
person is not in a Personnel Group granted the Keypad Command permission. If this option is selected, this
person can use any Keypad Commands regardless of the Personnel Group the command is validated for.
8. Select Intrusion Zone Administrator to enable this person to Arm/Disarm Intrusion Zones using the Card swipe
Arm/Disarm methods even if the person is not in the Personnel Group configured for that Intrusion Zone.
9. Select Inactivity Exempt to enable this person to be exempt from having credentials disabled because of
inactivity, . If this option is selected, this person's credentials cannot be disabled even if they have not been
active for the amount of time configured for their assigned Personnel Type.
10. Select Can Perform Guard Tour to enable this person to be able to perform Guard Tours. If this option is
selected, this person can be assigned to walk any Guard Tour. See the C•CURE 9000 Guard Tours Guide for
detailed information about Guard Tours.
11. Select Can Host Visits to allow this person to act as a Visit Host for Visitor Management, a separately licensed
feature. See the C•CURE 9000 Visitor Management Guide for detailed information.
12. To save the Options Settings, click Save and Close.
Setting the Escort Option

You can configure a person's Escort option—None, Unescorted Visitor, Escorted Visitor, Escort—which controls how
he/she is able to move around a facility, through its Doors and into and out of Areas.
To Configure a Person's Escort Option

1. Click the Personnel drop-down list and select Personnel.
2. Click New to create a new Personnel record.
- or -
Click to open a Dynamic View showing a list of all existing Personnel Objects, right-click the Personnel
record you want to change, and click Edit from the context menu that appears.
The Personnel Editor opens with the General Tab displayed.
3. In the Escort Options box, click the down-arrow next to the combo box and select the Escort Option you want for
this Personnel record:
• None (the default)
• Unescorted Visitor – A Visitor to the company who is permitted to go through the facility without an Escort.
• Escorted Visitor – A Visitor to the company who must be accompanied by an employee designated as an
Escort in order to move through the facility.
• Escort – an Employee trained in using the visitor management policies of the company, who knows what to
do in any of the following situations:
4. To save the Personnel Escort Option, click Save and Close.
Setting a General PIN

You can set a general Personal Identification Number (PIN) for a person on the Personnel General tab.

There are three System Variables (choose Options & Tools>System Variables, then double-click Personnel) that
affect the General PIN.
■ If the Display PIN System Variable is set to False, the actual PIN number is not displayed, it is replaced by “•”
characters. If the Display PIN System Variable is set to True, the PIN numbers are visible.
■ If the Use General PIN for PINOnly Access System Variable is set to True, the PIN on the General tab will be
the same as the PIN on the PINOnly access credential. If you Auto Generate a PIN on the Credentials tab, it
replaces the General PIN, and the General PIN field is no longer editable.
■ The length of the PIN is set in the System Variable PINLength. The PIN length can be from 3-9 digits long. The
default value is 4.
A general PIN differs from a PIN-Only credential. A general PIN is used in conjunction with an access
NOTE card at designated reader and keypad combinations to gain access to a location. A PIN-only access
credential is used at keypad-only access locations in place of a access card. You can define a PIN-only
credential on the Personnel Credentials tab.
To Set a General PIN

1. From the Personnel General tab, click in the PIN field.
2. In the PIN field, type the PIN for this Personnel record.
3. If your system is set up to not display the PIN number, a dialog box appears asking you to validate the PIN you
entered by retyping it in the dialog box.
4. To save the PIN, click Save and Close.

Scanning from the personnel editor General Tab
Scanning from the personnel editor General Tab

From the personnel editor General Tab, you can scan IDs to add and update existing personnel records. Due to the
variation in layouts of driver’s licenses and passports, the hologram logo may interfere with the ability of the ID
scanner to pick up information. We recommend configuring the ID scanner settings to scan on both sides. When
scanning, position the ID on the scanner in a way in which the hologram is not scanned.
Field Mapping configuration must be completed before the ID Scan button can be used to add and
NOTE update personnel records. For more information, see C•CURE ID User Guide.
To scan a driver's license or passport to create a personnel record

1. From the Personnel General tab, click the ID SCAN drop-down list, and select Driver's License Scanning
OR
From the Personnel General tab, click the ID SCAN drop-down list, and select Passport Scanning.
2. Click the ID SCAN button.
3. Click OK.
4. Place the ID on the ID scanner.
5. Click OK to create a new personnel record.
The field mapped text boxes are populated with information contained in the ID.
The ID number is added to the personnel record.
To scan a driver's license or passport to update an existing personnel record

1. From the Personnel General tab, click the ID SCAN drop-down list, and select Driver's License Scanning
OR
From the Personnel General tab, click the ID SCAN drop-down list, and select Passport Scanning.
2. Click the ID SCAN button.
3. Click OK.
4. Place the ID on the ID scanner.
The matching personnel record appears in the Dynamic View.
The field mapped text boxes are updated with information contained in the ID.
The ID number is added to the personnel record.

Personnel Credentials Tab

The Credentials tab allows you to add and configure access credentials for a person. For each credential, you can
specify the type, format, activation and expiration dates, and current status.
Figure 9 on Page 57 shows the Personnel Credentials tab. The fields in the lower part of the Credentials tab are not
active until you click Add Card Access. Then you can enter information into the fields.
Personnel Credential Tab Tasks

■ Activating and Expiring Access Cards on Page 62
■ Adding an Access Card on Page 64
■ Adding a PIN-Only Access Credential on Page 65
■ Removing an Access Card on Page 65
■ Validating a CHUID on Page 66
Presonnel Credential Tab Definitions

See Personnel Credentials Tab Definitions on Page 58 for definitions of all fields and buttons on the Personnel
Credentials tab. Figure 9 on Page 57 shows the Personnel Credentials tab.
Figure 9: Personnel Credentials Tab
If your system has User-defined Credentials fields, a new tab can be added to a Personnel View Credentials tab to
contain Credential fields that were added to the Personnel View. Figure 10 on Page 58 shows the Personnel View
called Personnel View with Portrait in Header, which has a User-defined Fields tab positioned on the Credentials
tab. See the User-defined Fields chapter in the C•CURE 9000 Software Configuration Guide for more information about
User-defined fields.

Figure 10: Credentials Tab with User-defined Fields Tab
Personnel Credentials Tab Definitions

The fields and buttons on the Personnel Credentials tab are shown in Table 5 on Page 58.
Table 5: Personnel Credentials Tab Definitions
Credential Table
Credential ID The sequence number for each Credential is incremented for each Credential for a given person. This value is unique and thus
useful for importing Personnel and their credentials. This value is auto-generated and cannot be changed.
Card Number Card Number is a value up to 20 digits in length (with a maximum value of 18446744073709551615).
The card number is manually typed in and need not be unique as long as the CHUID of which it is a part of is unique. The card
number length may be limited to less than 20 digits by the CHUID format you are using.
Example:
A card number of 333 with a facility code of 2 would not conflict with a card number of 333 with a facility code of 3, if the facility
code was part of the CHUID.)
Three fields are filled in when you type a card number in this field:
• The Card Number field in the Credentials data grid.
• The read only Card Number field.
• The read only CHUID Format field.
For a PIN-Only credential, the label PIN is displayed in the Card Number field. The PIN itself is never displayed in this table.
If you are creating a Personnel Template, select Assign Random generate a unique random card number to the Credential, so
that every time a new Personnel record is created from the Template, it will be assigned to the person's Credentials. This option is
available only when creating a Personnel Template.

Personnel Credentials Tab Definitions (continued)
Access Type The Access Type for each Credential. The value is set to Card Access if you click Add Card Access or PIN-Only if you click
Add Pin Only Access.
CHUID This field shows the CHUID format chosen for each credential. Click the field and then click to choose a CHUID format. A
Format Selection dialog box opens, listing the applicable enabled CHUID formats. For a PIN-Only credential, the PIN-Only CHUID
format is automatically chosen and cannot be changed.
Credential This read-only field shows the setting from the Card Status fields:
Status • If none of the Card Status fields are selected, and the current date is between the Activation and Expiration Dates on this
tab, the status is Active.
• If today's date is outside of the Activation and Expiration Dates range, the status is Expired.
• If the Credential has been marked as Lost and/or Stolen, the status is Lost or Stolen.
• If the credential has been manually disabled (either by selecting Disabled on the General tab to disable all credentials, or
Disabled on the Credential tab to disable a specific credential) then the status is Disabled.
• If the credential has been automatically disabled by the Disable by Inactivity Service, the status is Disabled by Inactivity.
NOTE: For information, see Disabling Credentials for Inactivity Overview on Page 27
If the System Variable Credential Expired Status Color has been assigned a color value, an Expired card is displayed with that
color background.
If the System Variable Credential Active Status Color has been assigned a color value, an Active is displayed with that color
background.
See UI Settings in the C•CURE 9000 System Maintenance Guide for more information.
Standard Fields
Card Number A read-only field displaying the Card Number entered into the Credentials table for this record.
Generate a Click this button to assign a unique random card number to this credential. This card number contains up to the maximum number
Unique of digits for the CHUID format chosen for the credential. For example, the default 'Card Only' CHUID format generates card
Random Card numbers with no more than ten digits.
Number Three fields are filled in when Generate Unique Random Card Number is pressed:
• The read only Card Number field
• The read only CHUID format field
This behavior is the same as if a manual entry had been made into the Card Number field of the Credentials data grid.
Facility Code The Facility Code for the credential, entered manually, which can be up to 9223372036854775807, unless limited by the
CHUID Format.
Issue Code The Issue Code, usually used to indicate the number of times the credential has been issued. The value can be up to
2147483647, as limited by CHUID Format.

Smart ID Visible only if a Smart ID CHUID format has been enabled. Represents a 128-bit field used for Smart Card credentials.
This field is read-only unless you select a CHUID format created from the Smart ID CHUID Template (see CHUID Format
Overview on Page 178.
If you select a Smart ID CHUID format, the values you enter into the Smart ID field are used to populate the CardInt2, CardInt3,
and CardInt4 fields, and to generate the read-only CHUID field.
Activation The Activation Date for the credential. The time defaults to the time the credential was created
Expiration Defines the Date and Time when this Card is considered expired. For new credentials, this is set to the number of years specified
in the System Options to be added to the Activation Date Time.
Badge Layout Select the Badge Layout to be used for this credential from the list of badge layouts in this selection list.
Mobile Visible only if the Smart ID Personnel System Variable is enabled, and you add the field to a Personnel View (Personnel Views
Number Editor on Page 192). See the System Variables chapter in the C•CURE 9000 System Maintenance Guide for information about
System Variables.
The Mobile Number field is read only. Its value is assigned via an external enrollment application.
Card Status
Lost Use this selection to indicate that a badge has been reported lost. (Not applicable to PIN-Only credentials.)
Stolen Use this selection to indicate that the credential has been reported stolen.
Disabled Use this selection to indicate that the badge has been manually disabled.
Disabled by This read-only field indicates that the credential was disabled by the Disable by Inactivity process. The process sets both the
Inactivity Disabled by Inactivity check box and the Disabled check box to True ( ).
If you clear ( ) the Disabled check box, the Disabled by Inactivity check box is also cleared, and the Disabled by Inactivity
date is recalculated to restart with the current date. The Disabled by Inactivity date is also recalculated to restart with the current
date if the Lost or Stolen check boxes are cleared.
NOTE: For information, see Disabling Credentials for Inactivity Overview on Page 27.
Expired This check box is set to True ( ) when the Expiration date has passed.
Temporary
BLE Visible only if the Smart ID Personnel System Variable is enabled, and you add the field to a Personnel View (Personnel Views
Editor on Page 192). See the System Variables chapter in the C•CURE 9000 System Maintenance Guide for information about
System Variables.
This check box indicates that this credential can be assigned to a mobile device and read by a Bluetooth Low Energy (BLE)
Reader. If this box is not checked, the Credential will not work at the BLE reader.
Extended Fields
Agency Code Identifies the government agency issuing the credential.
System Code Identifies the system in which the card is enrolled and is unique for each site.
Credential This field is available to reflect major system changes.

Series

Credential A value that is set to '1' the first time a card is issued, and is incremented by one whenever a replacement card is issued. The code
Issue can be up to 20 digits in length, but the usual length in a government card format is 1 digit.
HMAC Hash Message Authentication Code. This value is unique for each card record, and is calculated by smart card readers based on
card data, the site key, and the hashing algorithm used by the reader.
The HMAC for a card can be different based on the reader type at which the card is presented because different reader
manufacturers use different hashing algorithms. As a result, you may have to configure multiple card records for a given physical
card if that card will be used for access at multiple reader types.
Set this value to 0 for non-extended cards.
CardInt1- CardInt fields are user-named fields provided for proprietary extended card fields that you may use at your site.
CardInt4
CHUID The Card Holder Unique Identifier (CHUID) is a number generated by the system, based on the CHUID Format and the values
in other credential fields.
The CHUID has an 80-Digit Maximum and a 10-Digit Minimum. It must have an even number of digits. All CHUIDS in the system,
regardless of the format used, must have the same length, so CHUIDs using a shorter CHUID Format are padded with 0s.
PIN Credential
PIN PIN (Personal Identification Number) is a number assigned to a cardholder. The cardholder uses this PIN at keypads when
required. Use this field only if your card readers have keypads.
This PIN field on the Credentials tab is used for PIN-only access credentials. If you are using a General PIN, the PIN is displayed
on the General tab.
Auto Click this button to generate a unique PIN number for a PIN-Only credential. When you click the button, a dialog appears to show
Generate you the generated PIN. This is the only time the PIN is displayed, so you need to communicate it to the person who will be using
the PIN. If you click the button again, a new PIN is generated to replace the previous one.
If a person forgets their PIN, you must replace it with a new PIN. The PIN is encrypted when stored in the database, and there is
no way to look it up.
This button is available only if you are editing a PIN-Only credential.
Miscellaneous
Personnel A number field usually used in Government extended format access cards. This field is optional and it need not have a unique
Identifier value. Its maximum size can be 9223372036854775807.
It can be included in a CHUID Format, in which case its length may be limited by the CHUID format.
Association A number field usually used in Government extended format access cards. This field is optional, and it need not have a unique
Category value. Its maximum size can be 9223372036854775807.
Organizational A number field usually used in Government extended format access cards. This field is optional, and it need not have a unique

Buttons
Add Card Click this button to add a new access credential. This button is unavailable if the person already has the maximum number of
Access credentials.
Add PIN Only Click this button to add a new PIN-Only access credential. This button is unavailable if the person already has a PIN-Only access
Access credential (only one per person is allowed), or already has the maximum number of credentials. Also, a PIN-only CHUID format
must be enabled for Add PIN Only Access to be available.
Remove Click a Credential row, then click Remove to remove the selected access Credential
Validate Click this button to check whether the CHUID for this Personnel record is unique. A dialog box appears that displays the CHUID
CHUID and states whether it is valid (unique) or not.
Uniqueness
Assign Click to assign a Temporary Credential to this Personnel record.

Temporary NOTE: The Assign Temporary button is not available if you are using the Credential tab when creating a Personnel template.
Credentials Tab Tasks

You can perform the following tasks from the Credentials tab:
■ Activating and Expiring Access Cards on Page 62.
■ Adding an Access Card on Page 64.
■ Adding a PIN-Only Access Credential on Page 65.
■ Removing an Access Card on Page 65.
■ Validating a CHUID on Page 66.
You can add an access card to the list of Credentials for a Personnel record. A Personnel record can have many
access credentials (up to five), depending on the value specified in the Personnel System Variable Maximum Cards
Per Person. For information about System Variables see the C•CURE 9000 System Maintenance Guide.
Activating and Expiring Access Cards

The value of the Credential Status field on the Personnel Credentials tab determines whether or not an access card
can be used to gain access.
■ A card with a status of Active can be used to gain access.
■ A card with a status of Expired, Lost, Stolen, Disabled, or Disabled by Inactivity cannot be used to gain access.
a. You set the Credential Status for a card by changing the Activation and Expiration date/time of the
Credential, as well as setting a Card Status Value (Lost, Stolen, or Disabled).
— You can use the Activation and Expiration date/time fields to control when access cards you create
become valid for use and when they are invalid. You can set an Activation and Expiration date when
you created a Credential, but you can subsequently change these settings at a later time if the need arises.

b. You cannot manually set the Credential Status of a card to Disabled by Inactivity yourself. You have to
configure your C•CURE 9000 system to automatically disable cards that have not been active for a configured
period of time. For information, see Disabling Credentials for Inactivity Overview on Page 27.
Also see Configuring the Disable by Inactivity Process for Personnel Credentials on Page 47.
c. A Card Status of Temporary Indicates that the card is a Temporary Credential. This status is independent of
the other status settings. See Credential Editor on Page 142 for more information.
Table 6 on Page 63 shows how to use the Activation and Expiration date/time fields to achieve a variety of
Credential Status settings.
Table 6: Setting the Credential Status
To Make Credential Status... Settings Description
Always Active Activation date/time = Expiration This setting allows you to set up a credential that does not
date/time expire.
Example: Both the date and time portions of the Activation and
Activation: 5 /5 /2009 11:55 PM Expiration fields must match exactly.
Expiration: 5 /5 /2009 11:55:PM
Active for Time Period Activation date/time < Expiration This setting allows you to set when a date when the
date/time credential first becomes Active, and when it becomes
and Expired.
Expiration date/time > current date

Example:
Activation: 1 /5 /2008 11:55 PM
Expiration: 5 /5 /2014 11:55:PM
Expired Expiration date/time < current date This setting allows you the set a credential as currently
Example: Expired. It will never become Active if you do not change
the Expiration date/time.
Activation: 1 /5 /2008 11:55 PM
Expiration: 5 /5 /2008 11:55:PM
Expired for Time Period Activation date/time > Expiration Allows you to make the Card Active before the Expiration
date/time date/time and after the Activation date/time, but is
Example: Expired between these dates.
Activation: 1 /5 /2011 11:55 PM Example:
Expiration: 9 /20/2010 11:55:PM If you have an employee who will be on a leave of

absence for 3 months next year, you can have the card
Active now, Expired during the absence, and Active
when they return.
This setting is allowed only if you set the System Variable Allow Activation After Expiration to True. You can then save a credential with an
Activation Date later than the Expiration Date. You can use this to expire cards for a period of time, and then activate them. The card is valid for use
up until the Expiration Date, then is invalid for use until the Activation Date occurs.
If this System Variable is set to False (the default value) you cannot save a credential with an Activation Date later than the Expiration Date. For
information about System Variables see the C•CURE 9000 System Maintenance Guide.
Lost Card Status Lost Credential Status is set to Lost; card is denied access.

Setting the Credential Status (continued)
To Make Credential Status... Settings Description
Stolen Card Status Stolen Credential Status is set to Stolen; card is denied access.
Disabled Card Status Disabled Credential Status is set to Disabled; card is denied access.
Expired By Inactivity Card Status Expired By Inactivity Credential Status is set to Expired By Inactivity; card is
denied access.
Temporary Card Status Temporary Credential Status is set to Temporary; access is

determined by other status settings.
Adding an Access Card
To Add an Access Card

1. From the Credentials tab of the Personnel Editor, click Add Card Access. (If this button is unavailable, it means
that the maximum number of credentials for this Personnel record are already configured. See the system
variable Maximum Cards Per Person in the C•CURE 9000 System Maintenance Guide.)
2. A new row appears in the table listing the person's credentials. In addition, the Standard Fields, Extended
Fields, Card Status, and PIN Credential fields below the table display the values for the currently selected
credential.
3. Type the card number for this credential into the Card Number field in the selected table row.
Optionally, you can click to generate a random card number. See Generate a Unique Random Card
Number in Table 5 on Page 58 for more information.
4. If you want to change the default value of the CHUID format, click in the CHUID Format field on the table row,
then click to select a CHUID format from the list of CHUID formats (only Enabled CHUID formats are
available for selection).
5. Review the values in the Standard Fields section of the Credentials tab, and modify them as needed. See
Personnel Clearances Tab Definitions on Page 67 for definitions of these fields.
6. You can add a Badge Layout for this access card by clicking in the Badge Layout field and selecting a Badge
Layout from the dialog box that appears. See Badge Layout Editor on Page 172 for more information about Badge
Layouts.
You can also click the Actions button and select New to create a new Badge Layout for this access card or
Edit to modify an existing Badge Layout. For more information about the Actions button, see the C•CURE 9000
Getting Started Guide.
7. To modify the Credential Status, set the values of the Activation, Expiration, Lost, Stolen, or Disabled fields. See
Activating and Expiring Access Cards on Page 62 for information on using these fields to set the Credential
Status.
• Select Lost to indicate that a badge has been reported lost. Not applicable to PIN-Only credentials.
• Select Stolen to indicate that the credential has been reported stolen.

• Select Disabled if you want to indicate that the badge has been manually disabled, thereby denying access to
the person when they use any of their access cards or PIN.
As long as Disabled on the General tab is selected on the General tab, the person’s access attempts will be
denied. You will still need to check this box to indicate the card has been manually disabled.
• The Expired field is set to True when the Expiration Date has passed. The Expiration field on this tab defines
the Date and Time when this Card is considered expired. For new credentials, this will be set to the number
of years specified in the System Options to be added to the Activation Date Time.
8. If you are using an Extended Card, you can modify the Extended Fields values as appropriate. See the Personnel
Clearances Tab Definitions on Page 67 for definitions of these fields.
9. To save the Credentials settings, click Save and Close.
Adding a PIN-Only Access Credential

You can assign only one PIN-Only Access Credential to a Personnel record. However, the Add PIN-Only Access
button may be unavailable if:
■ A Personnel record already has a PIN-Only Access Credential.
■ A Personnel Record already has the maximum number of Credentials, even if no PIN-Only Access Credential
has been assigned.
■ You have not created and enabled a PIN Only CHUID Format from the PIN Only CHUID Format template (see
CHUID Format Tasks on Page 181).
You must use the Auto Generate button to generate a unique PIN when you use this option. If you have set the
Display PIN System Variable to False, the generated PIN number is visible only in the PIN Confirmation dialog box
that appears when you click Auto Generate. You must give the PIN information to the person who will use it for
access at that time, because you cannot re-display the PIN. If the person forgets their PIN, you must Auto Generate a
new PIN for the person.
If the Display PIN System Variable is set to True, the PIN numbers are visible on the Credentials tab.
To Add a PIN-Only Access Credential

1. From the Credentials tab of the Personnel Editor, click Add PIN Only Access.
2. Click Auto Generate (located at the bottom of the dialog box in the PINCredential section).
3. A dialog box appears so that you can see the PIN the system generated. Give this PIN information to the person
who will use the PIN, then click OK.
4. If the PIN generated is not appropriate, you can click Auto Generate again to generate a new unique PIN.
Removing an Access Card
To Remove an Access Card

1. From the Credentials tab of the Personnel Editor, click on the Credential in the list of Credentials that you wish
to remove.

2. Click Remove to remove the Credential.

Validating a CHUID
When a Personnel record is saved, the CHUID for each credential in the Personnel record is checked to make sure
that it is unique in the system. A card access credential must be unique among all card access credentials, and a
PIN-Only access credential must be unique among all PIN-Only access credentials.
If any of the credentials is not unique when you attempt to save a Personnel record, an error message appears
identifying which credential is not unique. You can then adjust one or more of the CHUID fields to make the
credential CHUID unique.
You can also check the uniqueness of any credential by selecting a credential on the Credentials tab and clicking
Validate CHUID Uniqueness.
Example:
If you have received an error message that a credential is not unique, you can change the value of a CHUID field
and click Validate CHUID Uniqueness to test whether or not the value is now unique.
To Validate CHUID Uniqueness

1. From the Credentials tab of the Personnel Editor, click the Credential in the list of Credentials that you wish to
validate.
2. Click Validate CHUID Uniqueness to test whether the CHUID for the selected credential is unique.
3. If the CHUID is not unique, an error message appears stating that the CHUID is not unique, and displaying the
CHUID value.
4. If the CHUID is unique, a message appears showing the CHUID and stating that the CHUID is valid.

Personnel Clearances Tab

The Personnel Clearances Tab lets you assign access privileges (Clearances) to a person. A Clearance specifies the
Doors or Door Groups and Elevators or Elevator Groups that a person can access, and the scheduled times that
access can occur. You can also set the Clearance Filter level for this person.
See Personnel Clearances Tab Definitions on Page 67 for definitions of all fields and buttons on the Personnel
Clearances tab. Figure 11 on Page 67 shows the Personnel Clearances tab.
See Clearances Tab Tasks on Page 68 for the tasks you can perform from the Clearances tab.
The Clearance Partition column is visible only if the system is Partitioned.

NOTE
Figure 11: Personnel Clearances Tab
Personnel Clearances Tab Definitions

The fields and buttons on the Personnel Clearances tab are shown in Table 7 on Page 67.
Table 7: Personnel Clearances Tab Definitions
Clearance Id Displays the system-generated ID of the Clearance.
Clearance Displays the name of the Clearance.

Name

Personnel Clearances Tab Definitions (continued)
Clearance Displays the name of the Partition the Clearance resides in. This column is visible only on a Partitioned system.
Partition
Description Displays the description of the Clearance entered by the Operator when the Clearance was last edited.
Start Date Displays the start date for an expiring Clearance. See Expiring Clearances Per Person on Page 116
This field is only enable for input when an expiring Clearance has been selected.
For more information about clearance assignments in the C•CURE Portal, see the C•CURE 9000 Visitor and Access
Management Guide.
End Date Displays the end date for an expiring Clearance.See Expiring Clearances Per Person on Page 116
This field is only enable for input when an expiring Clearance has been selected.
Management Guide.
Notes Displays whether the access request was assigned by request through the C•CURE Portal.
Management Guide.
Add Click this button to add a new clearance.

You can select one or more Clearances from the Clearance Select dialog box that appears, and click OK to add them to the
Personnel record.
You can use CTRL+Left click and SHIFT+Left-click to select multiple Clearances
The number of clearances allowed per person is defined in Options & Tools>System Variables.
Remove Click this button to remove the selected clearance(s). A dialog box appears asking you to confirm the removal. Click Yes and the
selected credentials are removed.
Clearance You can select a Clearance Filter Level for this person from the drop-down list. The available Clearance Filter Levels are
Filter Level numbered 1 through 6. Level 1 is the lowest level and is the default level for both Personnel and Readers. Level 6 is the highest
level. You can use the Levels to restrict access by activating an Event that raises the Clearance Filter Level of one or more
Readers. Personnel with a lower Clearance Filter Level than the reader are denied access.
Clearances Tab Tasks

You can perform the following tasks from the Clearances tab:
■ Adding a Clearance on Page 68.
■ Removing a Clearance on Page 69.
■ Setting a Clearance Filter Level on Page 69.
Adding a Clearance
You can add a Clearance to a Personnel record to specify the access rights for this person.
The maximum number of Clearances that you can assign to a Personnel record is set by the System
NOTE Variable Maximum Clearances Per Person in System Variables for Personnel. The default value is
10. For information about System Variables see the C•CURE 9000 System Maintenance Guide.

To Add a Clearance
1. From the Clearances tab of the Personnel Editor, click Add. A Clearance selection control dialog box appears.
2. Select one or more clearances from the list of clearances in the dialog box. You can select multiple clearances by
using CTRL+Left-click, or you can select a range of clearances by clicking the first row in the range, then using
SHIFT+Left-click to select the last row in the range.
3. Click OK to accept the selections you have made, or click Cancel to discard your selections.
4. The Clearances you selected are added to the table listing clearances for this person.
5. To save the Clearances settings, click Save and Close.
Removing a Clearance
To Remove a Clearance
1. From the Clearances tab of the Personnel Editor, click the row in the Clearances table that you wish to remove.
To select a row, click on the row selector. The row is highlighted, and the row selector changes to .
2. Click Remove. A dialog box opens for you to confirm the deletions.
3. Click Yes to delete the Clearance, or No to cancel the deletion.
4. To save the Clearances settings, click Save and Close.
Setting a Clearance Filter Level

You can set a Clearance Filter Level for a person that determines whether or not the person can gain access at
specific iSTAR Readers. A person must have a greater or equal Clearance Filter Level than the Reader for access to be
granted. The default Clearance Filter level for Personnel is 1.
When an Event or condition changes the Clearance Filter level of readers on this C•CURE 9000 Server, the new
Personnel Clearance Filter Level is applied to any Personnel who swipe a credential at those readers, and Personnel
with a lower Clearance Filter Level than the reader are denied access. Personnel with equal or greater Clearance Filter
Level are granted or denied access based on their Clearance.
Example:
You set up an Event that activated during a security lockdown by setting the Clearance Filter Level for a group
of iSTAR readers to Level 4. Any Personnel who have a Clearance Filter setting lower than Level 4 who attempt
to access those readers are denied access.
To Set a Clearance Filter Level

1. Open the Personnel editor. (See Accessing the Personnel Editor on Page 41.)
2. Navigate to the Clearances tab.
3. Click in the Clearance Filter Level field to select a Clearance Filter Level from the drop-down list.
4. Click Save and Close to save your changes to the Personnel record.

Personnel Customer Tab

The Personnel Customer Tab (shown in Figure 12 on Page 70) displays 22 Customer fields that can be renamed on
the Customer tab. These fields are not used directly by C•CURE 9000, but are reserved for customer use. These fields
can be used in any way a user wishes. They can also can be included on badges designed using the C•CURE ID
Badge Designer.
See Personnel Customer Tab Definitions on Page 71 for definitions of all fields and buttons on the Personnel
Customer Tab.
n You can rename these fields using the Options and Tools Customer Field Labels editor. You can make these
changes only if you have the appropriate Operator Privilege for Customer Field Labels. See the C•CURE 9000
System Maintenance Guide for more information.
n You can move, resize, and even remove these fields using the Personnel Views editor. You can make these
changes only if you have the appropriate Operator Privilege for Personnel Views. See Personnel Views Editor on
Figure 12: Customer Tab
To Access the Personnel Customer Field Editor

1. In the navigation pane, click the Options & Tools button and select Customer Field Labels. The Customer Field
Label editor opens.
2. In the Database Field Name column, scroll to the field whose label you want to edit. The default field labels
correspond to the fields on the Personnel Customer tab.
3. In the Label column, type in the new field label.

4. Scroll down and modify any of the other text, integer, numeric value, logical, or date fields, as needed. Enter the
new label in the Label column.
5. Click Save and Close to save the changes.
Personnel Customer Tab Definitions

The following fields and buttons shown in Table 8 on Page 71 are available on the Customer tab.
Table 8: Personnel Customer Tab Definitions
Text1 - Text11 These fields are intended for personnel information such as department, address, city, and state. You can change the field labels
using the Customer Field Label editor. The Text fields on this tab (Text1 - Text12) have a Maximum Length of 150 characters.
Text12 This field is required to have a unique text value for every record in the database. If two or more records have an identical value
(Unique) for Text12, an error message is displayed. You can change the field label using the Customer Field Label editor. If you
migrate Personnel data from C•CURE 800/8000, unique text contained in Text6 on C•CURE 800/8000 is mapped to Text12 on
C•CURE 9000.
Int1 - Int5 These fields are intended for numeric personnel information such as department number, salary, and age. You can change the
field label using the Customer Field Label editor. The Integer fields (Int - Int6) have a minimum value of 0 and a maximum
value of 9223372036854775807.
Int6 (Unique) This field is required to have a unique numeric value for every record in the database. If two or more records have an identical
value for Int6, an error message is displayed. You can change the field label using theCustomer Field Label editor.
Logical1 - Logical3 and Logical 4 are boolean fields. You can use these fields for Yes/No value information such as whether a person is a
Logical2 full-time employee. You can change the field labels using the Customer Field Label editor. Click the check box to signify Yes or
clear the check box to signify No.
Date1 - Date2 Date1 and Date2 are Date-formatted fields.You can use these two date fields to specify personnel information such as a starting
date or a promotion date. You can change the field labels using theCustomer Field Label editor. You can pick a value for these
fields by clicking the down-arrow to open a Calendar control and choosing a date.

Personnel Customer Extended Tab

The Personnel Customer Extended Tab (shown in Figure 13 on Page 72) displays 20 Customer fields that can be
renamed on the Customer Extended tab. These fields are not used directly by C•CURE 9000, but are reserved for
customer use. They can also can be included on badges designed using the C•CURE ID Badge Designer.
See Personnel Customer Extended Tab Definitions on Page 72 for definitions of all fields and buttons on the
Personnel Customer Extended Tab.
n You can rename these fields using the Options and Tools Customer Field Labels editor. You can make these
changes only if you have the appropriate Operator Privilege for Customer Field Labels. See the C•CURE 9000
System Maintenance Guide for more information.
n You can move, resize, and even remove these fields using the Personnel Views editor. You can make these
changes only if you have the appropriate Operator Privilege for Personnel Views. See Personnel Views Editor on
Figure 13: Customer Extended Tab
Personnel Customer Extended Tab Definitions

The following fields and buttons shown in Table 9 on Page 72 are available on the Customer Extended tab.
Table 9: Personnel Customer Extended Tab Definitions
Text13 This field is required to have a unique text value for every record in the database. If two or more records have an identical value
(Unique) for Text13, an error message is displayed. You can change the field label using the Customer Field Label editor. If you
migrate Personnel data from C•CURE 800/8000, unique text contained in Text7 on C•CURE 800/8000 is mapped to Text13 on
C•CURE 9000.

Personnel Customer Extended Tab Definitions (continued)
Text14 - These fields are intended for personnel information such as department, address, city, and state. You can change the field labels
Text25 using the Customer Field Label editor. The Text fields on this tab (Text13 - Text25) have a Maximum Length of 150
characters.
Int7 - Int9 These fields are intended for numeric personnel information such as department number, salary, and age. You can change the
field label using the Customer Field Label editorn. The Integer fields (Int7 - int9) have a minimum value of 0 and a maximum
value of 9223372036854775807.
Logical3 - Logical3 and Logical 4 are boolean fields.You can use these fields for Yes/No value information such as whether a person is a
Logical4 full-time employee. You can change the field labels using the Customer Field Label editor. Click the check box to signify Yes or
clear the check box to signify No.
Date3 - Date4 Date3 and Date4 are Date-formatted fields. You can use these two date fields to specify personnel information such as a starting
date or a promotion date. You can change the field labels using the Customer Field Label editor. You can pick a value for
these fields by clicking the down-arrow to open a Calendar control and choosing a date.

Personnel Images Tab

The Personnel Images tab lets you include badge portraits and captured signatures in the Personnel record. These
images are stored in the C•CURE 9000 database.
See Personnel Images Tab Definitions on Page 74 for definitions of all fields and buttons on the Personnel Images
tab. Figure 14 on Page 74 shows an example of the Personnel Images tab.
See Images Tab Tasks on Page 75 for tasks you can perform from the Images tab.
Figure 14: Personnel Images Tab
Personnel Images Tab Definitions

The fields and buttons on the Personnel Images tab are shown in Table 10 on Page 74.
Table 10: Personnel Images Tab Definitions
Portrait Name Type in a name for the image that you will capture, or accept the default name the system assigns.
Capture Click this button to capture a new portrait image (if an image has not yet been captured), or replace an existing image.
Capture | (Appears only if you chose Enable both device capture and import from file during C•CURE ID Portrait Configuration.)
Import • Click the left side of this button to Capture an Image from a capture device.
• Click the right side of this button to Import an Image from a file.
Capture Date Displays the capture date and time for each Portrait image.

Personnel Images Tab Definitions (continued)
Primary Identify one of the captured images as the primary image for this personnel record. You can click in this field to change the primary
Image image.
Capture Click this button to capture a signature image for this personnel record. Depending on your Badge setup settings, a dialog box
Signature opens to allow you to capture a signature from a capture device, or to import an image file from disk. If a signature capture image
already exists in this personnel record, using Capture Signature overwrites that image.
Remove Click this button to remove a captured signature image from this personnel record. The signature image is removed immediately
Signature when you click this button.
Signature Displays the date that the current captured signature was added to this personnel record.
Capture Date
Add Click this button to add a new image. Then click the Capture button to choose an image.
• If you have specified Import from file in Options & Tools>Badge Setup, you can select an image file from the available
drives in the Import Image dialog box that appears.
• If you have specified TWAIN as the capture device in Options & Tools>Badge Setup, a dialog box appears to let you
select a TWAIN device for the image capture.
Remove Select a row in the Images table by clicking the row selector , then click Remove to delete the selected image(s). A dialog
box appears asking you to confirm the removal. Click Yes and the selected images are removed.
Images Tab Tasks

You can perform the following tasks from the Personnel Images tab.
■ Adding an Image to a Personnel Record on Page 75
■ Removing an Image from a Personnel Record on Page 78
■ Adding a Signature to a Personnel Record on Page 78
■ Removing a Signature from a Personnel Record on Page 78
Adding an Image to a Personnel Record

You use the Capture button to add an image to a Personnel Record.
The Capture button is configured during Badge Setup to either allow you to import a file or to capture a photo image
via a camera. See the C•CURE 9000 C•CURE ID User Guide for more information on Badge Setup and on capturing
images.
During Badge Setup, you can choose to display a combined Capture and Import button on the
NOTE Personnel Imaging tab. If you select this option, the button appears as Capture | Importe.
■ If you click the left side of the button, you can Capture an Image.
■ If you click the right side of the button, you can Import an Image.
■ If your system is set up to import an image from disk, see To Import an Image into a Personnel Record on Page
76.

■ If your system is set up to Capture an image from a camera, see To Capture an Image with a Camera and Add it
to a Personnel Record on Page 77.
To Import an Image into a Personnel Record

1. From the Images tab of the Personnel Editor, click Add. A new row appears in the Capture/View Portraits table.
2. Click Capture (or the Import side of the Capture | Import button) in the new row. The Import Image dialog box
shown in Figure 15 on Page 76 appears.
Figure 15: Import Image Dialog Box
3. Click the Image Selection tree to navigate to the file you want to import.
4. Click the image file in the tree that you want to import; a preview of the image file appears.
5. Click one of the Orientation options to rotate the image, if desired.
6. Click Load Image. The Save Image dialog box (Figure 17 on Page 77) appears.
7. Use the cropping selection box to select the portion of the image to import, if you wish.
8. Resize the cropping selection box by clicking and dragging any of the box’s corners, if you wish.
9. Click Save to save the image. The image appears in the Image area on the Images tab, and the system assigns a
Portrait Name and Capture Date.
10. Modify the system-assigned Portrait Name by editing that field in the Table, if you wish.

11. If you want this image to be the Primary Image (that displays on Dynamic Views and at the Monitoring Station)
for this person, select in the Primary Image field.
12. Click Add to save the imported image.
To Capture an Image with a Camera and Add it to a Personnel Record

1. From the Images tab of the Personnel Editor, click Add. A new row appears in the Capture/View Portraits table.
2. Click Capture (or the Capture side of the Capture | Import button) in the new row. The Video Capture dialog
box, shown in Figure 16 on Page 77, opens to let you freeze and save a picture.
Figure 16: Video Capture Dialog
3. Frame your subject in the Video Capture dialog box by moving the camera or by using the cursor.
4. Make any adjustments using the controls on the dialog box, and click Accept to capture the image. The Save
Image dialog box (see Figure 17 on Page 77) opens so that you can make adjustments to the captured image.
Figure 17: Save Image Dialog Box
5. Use the mouse (click and drag) to move the cropping selection box (dotted line rectangle) with the mouse pointer
to select the portion of the image to import as a portrait, if you wish. You can this box anywhere on the captured
image.
6. Use the cropping Selection box sizing handles to change the dimensions of the image as required, if you wish.

7. Use the brightness and contrast controls to change the appearance of the image. Other camera features may be
available, such as Backlighting, Zoom In/Out, or Flash On/Off. These controls are described in the C•CURE
90000 C•CURE ID User Guide.
8. When you have selected the portion of the image you want to save, and you have performed all adjustments,
click Save to save the image.
The image appears in the Image area on the Images tab, and the system assigns a Portrait Name and Capture
Date.
9. Modify the system-assigned Portrait Name by editing that field in the Table, if you wish.
10. If you want this image to be the Primary Image (that displays on Dynamic Views and at the Monitoring Station)
for this person, select in the Primary Image field.
11. Click Save and Close to save the image.
Removing an Image from a Personnel Record
To Remove an Image from a Personnel Record
1. From the Images tab of the Personnel Editor, click the row selector for the image you wish to delete.
2. Click Remove. A confirmation dialog box appears asking you to confirm the deletion. Click Yes to delete the
image, or No to cancel the deletion.
Adding a Signature to a Personnel Record
To Add a Signature to a Personnel Record

1. From the Images tab of the Personnel Editor, click Capture Signature.
2. The Signature Capture dialog box that you configured during Badge Setup (on the Options and Tools pane)
appears.
• Signature Import: Click the Image Selection tree to navigate to the file you want to import and then click the
signature file you want to import
• Signature Capture: Follow the signature capture instructions for the signature capture device you are using.
3. Click OK to capture the signature. The Save Image dialog box appears.
4. Use the cropping selection box to select the portion of the signature to import. You can resize the cropping
selection box by clicking and dragging any of the box's corners.
5. Click Save to save the signature. The signature appears in the Signature area on the Images tab.
6. Click Save and Close to save the imported signature.
Removing a Signature from a Personnel Record

When you remove a signature by clicking Remove Signature, the signature is removed immediately. If you change
your mind and want to undo the removal of the signature. click and when the dialog box appears asking if you
want to save changes before exiting, answer No. When you open the Personnel Editor again, the signature is
restored.

To Remove a Signature from a Personnel Record

1. From the Images tab of the Personnel Editor, click Remove Signature.
2. The signature is immediately removed.

Personnel Badging Tab

The Personnel Badging tab lets you select a portrait image for each badge access credential, enroll a fingerprint for a
badge, preview a badge prior to printing, and print a badge to a badge printer.
See Personnel Badging Tab Definitions on Page 80 for definitions of all fields and buttons on the Personnel Badging
Tab. Figure 18 on Page 80 shows the Personnel Badging tab.
Figure 18: Personnel Badging Tab
Personnel Badging Tab Definitions

The fields and buttons on the Personnel Badging tab are shown in Table 11 on Page 80.
Table 11: Personnel Badging Tab Definitions
Field/Buttons Description
Credential Id The system-assigned ID number for this credential, from the Personnel Credentials tab.
Card # The card number for the selected credential, from the Personnel Credentials tab.
Badge Layout Displays the Badge Layout selected for this credential on the Personnel Credentials tab. Badge Layouts are created using
the C•CURE ID Badge Designer.
Badge Print Displays the last date that the credential (badge) was printed.
Date
Select Badge This drop-down list lets you select a badge portrait from the badge portraits stored in the Personnel database. This portrait is
Portrait used for previewing and printing the currently selected credential. You can add portraits to the personnel record using the
Personnel Badging tab.

Personnel Badging Tab Definitions (continued)
Field/Buttons Description
Print Badge Click this button to print the selected badge. Depending on your Badge Setup Printer Settings, the badge either prints
automatically or is added to the Batch Print Queue. If the badge is queued, the C•CURE ID Batch Print Manager dialog box
opens to allow you to manage the print queue. From this dialog box you can choose to print this badge and any other badges
currently in the queue.
Preview Badge Click this button to view a print preview of the person's badge. A C•CURE ID Print Preview dialog box opens to display the
badge. Click to close the preview dialog box.
Enroll Finger Click this button to enroll fingerprints onto cards via a Bioscrypt reader. The Fingerprint Capture dialog box appears, and
Print prompts guide you through the enrollment process.
Enrollment A read-only field that displays the Date/Time that a fingerprint was enrolled for the selected credential.
Date
Enroll/Program Click this button to enroll or program smart cards via a Smart Card encoder. Depending upon the configuration settings for the
Smart Card encoder, your Smart Card is enrolled/programmed or added to the Batch Print Manager queue.
Enrollment A read-only field that displays the Date/Time that a Smart Card was enrolled and/or programmed for the selected credential.
Date
Badging Tab Tasks

■ Selecting a Badge Portrait on Page 81
■ Enrolling a Fingerprint on Page 81
■ Previewing a Badge on Page 82
■ Printing a Badge on Page 83
Selecting a Badge Portrait

For each badge credential you created on the Personnel Credentials tab, you can select a badge portrait from those
you imported on the Personnel Images tab.
To Select a Badge Portrait

1. From the Personnel Badging tab, select a credential from the Select Credential for Badge table.
2. Use the drop-down list in the Select Badge Portrait field to select a portrait for the credential. (If the drop-down
list is empty, you must add an image to the Personnel record using the Personnel Imaging tab.)
3. Click Preview Badge to see a preview of the badge credential with the portrait in place, or click Print Badge to
print this badge credential.
Enrolling a Fingerprint
If you have used Badge Setup to configure fingerprint capture, you can use the Enroll Finger Print button to perform
fingerprint enrollment for badge credentials. If you have not enabled fingerprint capture in Badge Setup, the Enroll
Finger Print button is unavailable.

To Enroll a Fingerprint
2. Click Enroll Finger Print. The Fingerprint Capture dialog box (Figure 19 on Page 82) appears.
Figure 19: Fingerprint Capture Dialog Box
3. Capture one or more fingerprints using the Capture button. For more information on using this dialog box, click
F1 to view the C•CURE ID Help.
Previewing a Badge
You can view a preview of a badge credential to determine if it looks correct before you print it.
To Preview a Badge

2. Click Preview Badge. The C•CURE ID Print Preview dialog box (Figure 20 on Page 83) appears, showing you a
full-size preview of the badge.
Figure 20: Preview Badge Dialog Box
3. Click to close the preview dialog box.
Printing a Badge
You can send a badge credential to the printer you configured during Badge Setup.
If any data in the personnel record has been changed but not yet saved, you must save the changes
NOTE before the badge can be printed. This feature is intended to prevent the printing of a badge with data
that has not been audited
To Print a Badge
2. Click Print Badge. Depending on the Printing and Print Queue options configured using Badge Setup, the badge
is either sent to the printer, or added to the C•CURE ID Print Queue. In the latter case, the C•CURE ID Print
Queue Manager dialog box appears for you to decide how and when to print the badge.
Enrolling/Programming a Smart Card

If you have set up a badge printer or Smart Card encoder device using C•CURE ID Badge Setup>SmartCard
settings, you can use the Enroll/Prog. Smart Card button to program MIFARE Smart Cards. Refer to the C•CURE
9000 C•CURE ID for instructions for configuring and performing Smart Card programming and enrolling.

Personnel Previous Doors Tab

The Personnel Previous Doors tab allows users to display a Journal replay of the accesses and rejects for a person.
The replay starts with the most recent accesses first, and goes back as far as the journal is configured to store. (The
Journal System Variable setting for Number Of Days To Store determines how many days of journal activity are
stored. For information about System Variables see the C•CURE 9000 System Maintenance Guide”.
The list displays as a Dynamic View that you can sort, filter, group, and print. Figure 21 on Page 84 shows the
Personnel Previous Doors tab.
Figure 21: Personnel Previous Doors Tab
See Personnel Previous Doors Definitions on Page 84 for definitions of all fields and buttons on the Personnel
Previous Doors Tab.
Personnel Previous Doors Definitions

The fields and buttons on the Personnel Previous Doors tab are explained below.
Previous Doors List

This list displays previous access attempts by this person for the journal storage period (the setting for the Personnel
System Variable Maximum Days in Journal). The list shows the Message Type, Message Date and Time, the Server
Date and Time, and the text of the message.

Complete Previous Doors

Click this button to display all of the latest access messages, up to the number of days specified in the Personnel
System Variable Maximum Days in Journal).
Limited Previous Doors

Click this button to display a specified number of access messages. This number is set in the Previous Doors Replay
Number in System Variables. The default value is three messages.
Previous Doors Tab Tasks

■ Viewing a Complete Previous Doors List on Page 85
■ Viewing a Limited Previous Doors List on Page 85
Viewing a Complete Previous Doors List

This view shows all the latest access messages in the journal for the number of days specified in the Personnel
System Variable Maximum Days in Journal.
To View a Complete Previous Doors List

1. From the Previous Doors tab, click Complete Previous Doors.
2. A Dynamic View appears, listing all of the latest access messages in the Journal for this person.
Viewing a Limited Previous Doors List

This view shows the most recent access messages, up to the number set in the Previous Doors Replay Number in
System Variables. (The default value is three messages.)
To View a Limited Previous Doors List

1. From the Previous Doors tab, click Limited Previous Doors.
2. A Dynamic View appears, listing the most recent access messages up to the number set in the Previous Doors
Replay Number in System Variables.

Personnel User-defined Fields Tab
Personnel User-defined Fields Tab

When a C•CURE 9000 Administrator creates a new Personnel View, a new tab is added to the Personnel View. This
tab is called User-defined Fields, and it lists by default all of the User-defined Fields that existed at the time the View
was created. Figure 22 on Page 86 shows an example of a User-defined Fields tab with a few User-defined fields.
Figure 22: Example User-defined Fields Tab
The appearance of this tab (and others in the View) may differ from this example if the Administrator performs
subsequent editing of the Personnel View. An Administrator can move fields, add additional fields, hide existing
fields, rename or remove the User-defined Fields tab, or create an entirely new tab for the User-defined fields.
For more information about User-defined Fields, see the chapter on User-defined Fields in the C•CURE 9000 Software
Configuration Guide.

Personnel Custom Clearance Tab

The Personnel Custom Clearance Tab lets you assign Custom Clearances to a person.
'Custom' Clearances differ from regular 'Common' Clearances because they allow you to associate individual
Clearance Items with a specific person. This lets you give access to/exclusion from Doors/Door Groups and
Elevators/Elevator Groups uniquely per person.
You can assign only one Clearance Item (either a Door/Door Group or an Elevator/Elevator Group) to a Custom
Clearance; but you can assign multiple Custom Clearances to individual Personnel.
Custom Clearances are supported only on the iSTAR controller and apC Panels.
NOTE
The Personnel Custom Clearance Tab itself has two tabs:

■ Doors
■ Elevators
See Personnel Custom Clearance Tab Definitions on Page 88 for definitions of all fields and buttons on the Personnel
Custom Clearance tab. Figure 23 on Page 88 shows the Personnel Custom Clearance tab with the Doors tab
displayed. Figure 24 on Page 88 shows the Personnel Custom Clearance tab with the Elevators tab displayed.
Custom Clearances in an Enterprise Environment

In an Enterprise Environment, although Custom Clearances relate to Doors/Elevators that are specific to a particular
SAS, assigning Custom Clearances works as follows:
■ Custom Clearances assigned to a Global Personnel record are always global.
■ Custom Clearances assigned to a Local Personnel record are always local.
If the MAS is offline, you can add the same Custom Clearance at both the MAS and SAS. Once the MAS is back
online, only one Custom Clearance should remain in the database.

Figure 23: Personnel Custom Clearance Tab - Doors Tab
Figure 24: Personnel Custom Clearance Tab - Elevators Tab
Personnel Custom Clearance Tab Definitions

The fields and buttons on the Personnel Custom Clearance tab are shown in Table 12 on Page 89.

Table 12: Personnel Custom Clearance Tab Definitions
Custom Clearance
Add Click this button to associate a new Door/Door Group or Elevator/Elevator Group Custom Clearance item with this person.
Remove Click this button to remove the selected Door/Door Group or Elevator/Elevator Group Custom Clearance item from this person.
Doors Tab
Door Group Click the check box to limit the objects in the selection dialog box that opens in the Door Name field to Door Groups only. (If this
check box is unselected, the selection list includes single Doors only.)
Door Name Click in this field, and then click to open a selection dialog box listing the available Doors, or Door Groups (depending on
whether or not Door Group was selected in the first field). Select a Door or Door Group to add that object to the Custom
Clearance.
Schedule Click in this field, and then click to open a selection dialog box listing the available Schedules. Select a Schedule to add that
Schedule to the Custom Clearance.
Use Activation Click to select this check box to enable the date/time in the Activation field and set the date on which this Custom Clearance
becomes active. (The Custom Clearance does not allow access before the date you set.)
Activation Click in this field to display a calendar icon with a down-arrow , and then click the down-arrow to pick the date
on which this Custom Clearance becomes active. (You can also enter the date/time manually.)
Use Expiration Click to select this check box to enable the date/time in the Expiration field and set the date on which this Custom Clearance
becomes inactive. (The Custom Clearance does not allow access after the date you set.)
Expiration Click in this field to display a calendar icon with a down-arrow , and then click the down-arrow to pick the date
on which this Custom Clearance becomes inactive. (You can also enter the date/time manually.)
Elevators Tab
Elevator Click the check box to limit the objects in the selection dialog box that opens in the Elevator Name field to Elevator Groups only. (If
Group this check box is unselected, the selection list includes single Elevators only.)
Elevator Click in this field, and then click to open a selection dialog box listing the available Elevators, or Elevator Groups (depending
Name on whether or not Elevator Group was selected in the first field). Select an Elevator or Elevator Group to add that object to the
Custom Clearance.
Floor Group Click the check box to limit the objects in the selection dialog box that opens in the Floor Name field to Floor Groups only. (If this
check box is unselected, the selection list includes single Floors only.)
Floor Name Click in this field, and then click to open a selection dialog box listing the available Floors, or Floor Groups (depending on
whether or not Floor Group was selected in the first field). Select a Floor or Floor Group to add that object to the Custom
Clearance.
Elevator Click in this field, and then click to open a selection dialog box listing the available Schedules. Select a Schedule to add that
Schedule Schedule to the Custom Clearance.
Use Activation Click to select this check box to enable the date/time in the Activation field and set the date on which this Custom Clearance
becomes active. (The Custom Clearance does not allow access before the date you set.)

Personnel Custom Clearance Tab Definitions (continued)
Activation Click in this field to display a calendar icon with a down-arrow , and then click the down-arrow to pick the date
on which this Custom Clearance becomes active. (You can also enter the date/time manually.)
Use Expiration Click to select this check box to enable the date/time in the Expiration field and set the date on which this Custom Clearance
becomes inactive. (The Custom Clearance does not allow access after the date you set.)
Expiration Click in this field to display a calendar icon with a down-arrow , and then click the down-arrow to pick the date
on which this Custom Clearance becomes inactive. (You can also enter the date/time manually.)
Custom Clearance Tab Tasks

You can perform the following tasks from the Custom Clearance tab:
■ Adding a Custom Clearance to Access Doors/Door Groups on Page 90.
■ Removing a Custom Clearance for Doors/Door Groups on Page 91.
■ Adding a Custom Clearance to Access Elevators/Elevator Groups on Page 92.
■ Removing a Custom Clearance for Elevators/Elevator Groups on Page 93.
In addition, you can have expired Custom Clearances removed from a person's record by creating an Event with a
Remove Expired Custom Clearance from Personnel Action. For information, see Removing an Expired Custom
Clearance from a Personnel Record on Page 163
Whether or not you can assign Custom Clearances to a Personnel record, as well as the maximum
NOTE number of Custom Clearances allowed, is set by the System Variable Maximum Custom Clearances
Per Person in System Variables for Personnel. (The default value for this variable is 0 [zero], meaning
that no Custom Clearances can be assigned to any Personnel record.)
If the Maximum Custom Clearances Per Person variable is set to zero, when you click Add on either
the Custom Clearances Doors or Elevators tab, the following warning message appears:
To enable Custom Clearances the "Maximum number of Custom Clearances per person" item in
the Personnel entry of the System Variables must be greater than 0.
For information about editing this System Variable, see the C•CURE 9000 System Maintenance Guide.
Adding a Custom Clearance to Access Doors/Door Groups
In an Enterprise Environment if the MAS is offline, you can add the same Custom Clearance at both
NOTE the MAS and SAS. Once the MAS is back online, only one Custom Clearance should remain in the
database.
To Add Custom Clearances to Access Doors/Door Groups

1. From the Custom Clearance tab of the Personnel Editor with the Doors tab showing, click Add to create a new
row, as shown in the following figure.

2. Click in the Door Name field to display and click this button. A selection list opens with the available
Doors or Door Groups.
3. Click to display Door objects, to display Door Groups, or both to display both Doors and Door Groups.
4. Click the Door or Door Group you want to add to the Clearance. The selection list dialog box closes and the
selection is added to the row. If you added a Group, the Door Group column in the table is selected (when
you click in any field).
5. Click in the Door Schedule field to display and click this button. A selection list opens with the available
Schedules.
6. Click a Schedule to add it to the row.
7. If you wish to set an optional date/time in the future when this Custom Clearance will become active and/or
become inactive, click to select the Use Activation and/or Use Expiration check boxes. The current date/time (in
24-hour clock format) in the Activation and/or Expiration fields becomes available.
a. Click in the Activation and/or Expiration fields to display a calendar icon with a down-arrow
and then click the down-arrow to display a calendar.

b. Scroll through the calendar to select the date on which you want the Custom Clearance to become
active/expire for this person.
You can also click directly in the Activation and/or Expiration fields, without selecting the check box,
NOTE to display and use the calendar. Once you have selected an Activation/Expiration date, the
appropriate Use Activation/Expiration check box is automatically selected.
8. Click Save and Close to accept the selections you have made, adding this Custom Clearance for a Door/Door
Group to the Person's record, and closing the record.
- or -
Click Save and New to accept the selections you have made, adding this Custom Clearance for a Door/Door
Group to the Person's record, and keeping the Personnel Editor open to add more Personnel.
- or -
Click Cancel to discard your selections.
Removing a Custom Clearance for Doors/Door Groups
To Remove a Custom Clearance for Doors/Door Groups

1. From the Custom Clearance tab of the Personnel Editor with the Doors tab showing, click the row selector for
the row in the Custom Clearances table that you wish to remove. The row is highlighted, and the row selector
changes to .

2. Click Remove.
3. To save the Custom Clearances settings, click Save and Close
Adding a Custom Clearance to Access Elevators/Elevator Groups
In an Enterprise Environment if the MAS is offline, you can add the same Custom Clearance at both
NOTE the MAS and SAS. Once the MAS is back online, only one Custom Clearance should remain in the
database.
To Add a Custom Clearance to Access Elevators/Elevator Groups

1. From the Custom Clearance tab of the Personnel Editor, click to display the Elevators tab and then click Add to
create a new row, as shown in the following figure.
2. Click in the Elevator Name field to display and click this button. A selection list opens with the available
Elevators or Elevator Groups.
3. Click to display Elevator objects, to display Elevator Groups, or both to display both Elevators and
Elevator Groups.
4. Click the Elevator or Elevator Group you want to add to the Custom Clearance. The selection list dialog box
closes and the selection is added to the row. If you added a Group, the Elevator Group column in the table is
selected (when you click in any field).
5. Click in the Floor Name field to display and click this button. A selection list opens with the available
Floors or Floor Groups.
6. Click to display Floor objects, to display Floor Groups, or both to display both Floors and Floor
Groups.
7. Click the Floor or Floor Group you want to add to the Custom Clearance. The selection list dialog box closes and
the selection is added to the row. If you added a Group, the Floor Group column in the table is selected (when
you click in any field).
8. Click in the Elevator Schedule field to display and click this button. A selection list opens with the
available Schedules.
9. Click a Schedule to add it to the row.
10. If you wish to set an optional date/time in the future when this Custom Clearance will become active and/or
become inactive, click to select the Use Activation and/or Use Expiration check boxes. The current date/time (in
24-hour clock format) in the Activation and/or Expiration fields becomes available.
a. Click in the Activation and/or Expiration fields to display a calendar icon with a down-arrow
and then click the down-arrow to display a calendar.

b. Scroll through the calendar to select the date on which you want the Custom Clearance to become
active/expire for this person.
You can also click directly in the Activation and/or Expiration fields, without selecting the check box,
NOTE to display and use the calendar. Once you have selected an Activation/Expiration date, the
appropriate Use Activation/Expiration check box is automatically selected.
11. Click Save and Close to accept the selections you have made, adding this Custom Clearance for an
Elevator/Elevator Group to the Person's record, and closing the record.
- or -
Click Save and New to accept the selections you have made, adding this Custom Clearance for an
Elevator/Elevator Group to the Person's record, and keeping the Personnel Editor open to add more Personnel.
- or -
Click Cancel to discard your selections
Removing a Custom Clearance for Elevators/Elevator Groups
To Remove a Custom Clearance for Elevators/Elevator Groups

1. From the Custom Clearance tab of the Personnel Editor with the Elevators tab showing, click the row selector for
the row in the Custom Clearances table that you wish to remove. The row is highlighted, and the row selector
changes to .
2. Click Remove.
3. To save the Custom Clearances settings, click Save and Close

Personnel Documents Tab

The Personnel Documents tab allows you to assign a Document object—whether a URL, a PDF, or a TXT file, for
example—to a Personnel Record and then to view that Document. The Document can be either a 'Shared' Document
that was added to C•CURE 9000 on the Documents Editor, or a 'Private' Document imported from outside the
system, such as a birth certificate or a diploma. (The size of the Document file must be smaller than 500K.)
The system supports up to two documents per Personnel Record. (The maximum number that can be assigned is set
by a Personnel System Variable. For information about System Variables, see the C•CURE 9000 System Maintenance
Guide.)
This Documents tab is not automatically included in the default Personnel View. It is included in the "Personnel
View with Portrait in Header" and is automatically added to any new Personnel View that you create. So if you wish
to use the Documents tab for any Personnel Records, you must either select the aforementioned View or create a new
Personnel View.
In order to add Documents to Personnel Records you must have Read Permission for Documents and Add
Documents Permission for Personnel. To be able to view these Documents, you must have Read Permission for
Documents and View Documents Permission for Personnel. For more information, see the Privileges chapter in the
C•CURE 9000 Software Configuration Guide.
Figure 25 on Page 94 shows the Personnel Documents tab.

Figure 25: Personnel Documents Tab
■ For the tasks you can perform from this tab, see the Documents Tab Tasks on Page 96
■ For definitions of all fields and buttons on the Personnel Documents tab, see Personnel Documents Tab
Definitions on Page 95.

Personnel Documents Tab Definitions

The fields and buttons on the Personnel Documents tab are shown in Table 13 on Page 95.
■ Shared Documents are Documents added to the C•CURE 9000 system via the Document Editor that can be
assigned to more than one Personnel Record or Event Record. For information, see the Document chapter in the
C•CURE 9000 Software Configuration Guide.
■ Private Documents are Documents, such as birth certificates, imported from outside C•CURE 9000 that can be
attached to only one Personnel Record.
The number of Documents allowed per person is defined in System Variables. For information, see the C•CURE
9000 System Maintenance Guide.
Table 13: Personnel Documents Tab Definitions
Name • For a Shared Document, displays the name of the Document.

• For a Private Document, displays the name of the Person whose record this is.
Document Displays 'file:///' followed by the Document's file name, such as TechStylegd.pdf or Door.gif.
Origin
Select • Displays Select Document to click and select a Shared Document.

• Displays Import File to click to import a Private Document.
Document Displays the description of the Shared Document entered on the Document Editor.
Description
Add Private Click this button to add a new row to the Document tab, and then click Import File in the row to add a Private Document.
Document
Import File Click this button to open a Windows file dialog box for locating the file you want to add as a Private Document to this Personnel
Record.
When you click the down-arrow on the Files of type field, three file types drop down that you can use to filter your options:
• Documents (*.pdf; *.txt)
• Image Files (*.bmp; *.jpeg; *.gif; *.png)
• All Files (*.*)
Select a file and click Open.
(The document can be no larger than 500K or an error message displays.)
Add Shared Click this button to add a new row to the Document tab, and then click Select Document in the row to add a Shared Document.
Document
Select Click this button to open a selection box with the list of Documents in the system. Click a Document to select it.
Document
Remove Select the row of the Document you wish to remove and then click this button.
View Select the row of the Document you wish to view and then click this button.
Document

Personnel Documents Tab Definitions (continued)
Content Area The Document you've selected to view displays in this area if it is a PDF, TXT, XML, or image file whose viewer is supported by the
browser, or a URL.
If the Document is another type of file, such as a DOC or XLS file, a File Download dialog box appears asking "Do you want to
open or save this file?" When you click Open, the file appears in an external window in its native format. Image files whose viewer
is not supported by the browser—TIF files, for example—open in whichever Graphics application format you have on your
system—such as Paint Shop Pro or Paint. (Depending on how the application settings for opening in a browser are set, the DOC,
PPT, or XLS file may open in the Content area.)
NOTE: Although the external window has buttons that seemingly allow you to edit the file and save changes, these changes are
not saved in the C•CURE 9000 database. To change a Document, you would have to edit it outside C•CURE 9000 and
then re-import it.
Documents Tab Tasks

You can perform the following tasks from the Documents tab:
■ Adding a Shared Document to a Personnel Record on Page 96.
■ Adding a Private Document to a Personnel Record on Page 97.
■ Removing a Document File from a Personnel Record on Page 97.
■ Viewing a Document Belonging to a Personnel Record on Page 97.
The maximum number of Documents that you can assign to a Personnel record is set by the System
NOTE Variable Maximum Documents Per Person in System Variables for Personnel. The default value is 2.
If the value of the System Variable is decreased, existing Personnel records with Documents may not
be able to add more Documents. The records' existing Documents will remain, but may become
unavailable for viewing.
For information about System Variables, see the C•CURE 9000 System Maintenance Guide.
You can only add Documents that are smaller than 500K.
Adding a Shared Document to a Personnel Record
To Add a Shared Document

1. From the Documents tab of the Personnel Editor, click Add Shared Document. (If this button is unavailable, it
might mean that the maximum number of Documents for this Personnel record are already configured, or that
you do not have the requisite permissions.)
A new row appears in the table with Select Document in the Select field.

2. Click Select Document. A Selection box opens with a list of the Documents that have been added to the system
on the Documents Editor.
3. Click a Document in the list to select it.
The Document is added to the row on the Personnel Documents tab.
4. To save the Documents setting, click Save and Close or Save and New on the Personnel Editor.
Adding a Private Document to a Personnel Record
To Add a Private Document

1. From the Documents tab of the Personnel Editor, click Add Private Document. (If this button is unavailable, it
means that the maximum number of Documents for this Personnel record are already configured.)
A new row appears in the table with Import File in the Select field.
2. Click Import File. A standard Windows file dialog box, Import Document from File, opens.
The Files of type field on the bottom reads Documents (*.pdf; *.txt) which filters the files lists to only those two
types. Clicking the down-arrow opens a drop-down with further file type filters: Image Files (*.bmp; *.jpeg; *.gif;
*.png) and All Files (*.*).
3. Navigate to the file you want to add to this Personnel Record as a Document, select it, and click Open.
The Document is added to the list on the Personnel Documents tab.
Removing a Document File from a Personnel Record
To Remove a Document
1. From the Documents tab of the Personnel Editor, click the row of the Document in the list that you wish to
remove.
2. Click Remove to remove the selected Document from the list.
Viewing a Document Belonging to a Personnel Record

You can only view "Private Documents" added to a Personnel record on the Document tab of the Personnel Record to
which it belongs. Private Documents cannot be displayed in a Dynamic View. Only Documents added to the system

with the Document Editor—"shared Documents"—can be viewed in a Dynamic View as well as on the Personnel
Document tab. (See the C•CURE 9000 Personnel Guide.)
To View a Document
1. From the Documents tab of the Personnel Editor, click the row of the Document in the list that you wish to view.
2. Click View Document to view the selected Document.
• If the selected Document is a URL or a PDF, TXT, XML, or an Image File whose Viewer is supported by the
browser, it opens for viewing in the bottom half of the Documents tab.
• If the selected Document is another type of file, such as a Word DOC file or an Excel XLS file, a File
Download dialog box appears asking "Do you want to open or save this file?" Click Open and the file
appears in an external window in its native format with buttons that allow you to edit the file. Image files
whose viewer is not supported by the browser, TIF files, for example, open in whichever Graphics application
format you have on your system—such as Paint Shop Pro or Paint. (Depending on how the application
settings for opening in a browser are set, the DOC, PPT, or XLS file may open in the Content area.)
3. When you are finished viewing the Document, you can close the Documents tab or the Personnel window.
Although you can seemingly edit and save the changes to a Document that opens for viewing in an
NOTE external application, like Word, Excel, or Paint Shop Pro, such changes are not saved in the C•CURE
9000 system.
(To make changes to any Document, you have to make them outside of C•CURE 9000 and then re-
assign the Document within the system.)

Personnel Personnel Triggers Tab

The Personnel Personnel Triggers Tab lets you add and configure a trigger for a person that pulses an Event
whenever a 'Card Admitted'/'Card Rejected' message is logged to the Journal for him/her at the defined
Door/Elevator.
The Primary Object of the Card Admitted/Card Rejected journal message that kicks off the Event is
NOTE the name of the individual for which the trigger is configured, while the Secondary Object is the
Door/Elevator. The following example shows the format of the message
Example:
'Event "Event Name" is pulsed by "Card Admitted (or Rejected)" of Personnel "Person Name" at
Door (or Elevator) "Door(Elevator) Name"'
See Personnel Triggers Tab Definitions on Page 99 for definitions of all fields and buttons on the Personnel Triggers
tab. Figure 26 on Page 99 shows the Personnel Triggers tab.
Figure 26: Personnel Triggers Tab
Personnel Triggers Tab Definitions

The fields and buttons on the Personnel Personnel Triggers tab are shown in Table 14 on Page 100.

Table 14: Personnel Personnel Triggers Tab Definitions
Add Personnel Click this button to add a new Personnel Trigger. A Name Selection dialog box opens to allow you to choose either the Door
Trigger object type ( the default) or the Elevator object type and the specific Door/Elevator .
You can then select a Card Admitted/Card Rejected Journal Message and the Event and Schedule for this trigger.
Remove Select a trigger row and click this button to remove the selected row.
Personnel
Trigger
Door or Displays the Door or Elevator you selected from the Name Selection dialog box..
Elevator
Journal Click the down-arrow to select Card Admitted or Card Rejected from the drop-down list.
Message
Event Click in this field to display and then click this button to select the Event to be pulsed when the Journal Message selected in the
preceding field is logged to the journal for the Door or Elevator selected in the first field.
You can select either a host Event or a panel Event.
• When the home panel of a panel Event is offline, pulsing the Event does nothing, but if the home panel of the Door/Elevator is
offline, pulsing the Event is postponed until communication is restored.
Schedule Click in this field to display and then click this button to select the Schedule on which the Event is pulsed when the selected
Journal Message is logged for the Door/ Elevator selected in the first field..
Time Zone Displays the Door/Elevator Time Zone (read-only).

NOTE: This is the Time Zone of the iSTAR Controller for the Door or Elevator. If the Controller does not have an assigned Time
Zone, the Time Zone of the Server is displayed.
Personnel Personnel Triggers Tab Tasks

You can perform the following tasks from the Personnel Triggers tab:
■ Adding a Personnel Trigger on Page 100.
■ Removing a Personnel Trigger on Page 101.
Adding a Personnel Trigger

You can add a Trigger to a Personnel record that pulses an Event whenever a Card Admitted/Card Rejected
message is logged to the Journal for that person at a defined Door/Elevator. The Event will be pulsed based on the
selected Schedule within the selected Door's/Elevator's Time Zone.
To Add a Trigger
1. From the Personnel Triggers tab of the Personnel Editor, click Add Personnel Trigger. A Name Selection dialog
box appears with Door entered as the default in the Object Selection box Select Type field.
2. Click one of the Doors from the list below to select a Door.
- or -
Click in the Select Type field to open the Select Type dialog box to select an Elevator.

a. Click Elevator in the Class field in the list below. The Name Selection dialog box reappears with Elevator
entered in the Object Selection box Select Type field and the Elevators available in the system listed below.
b. Click one of the listed Elevators to select it.
3. A new row appears in the table with the Door/Elevator you selected in the Door or Elevator field.
4. Click the down-arrow in the Journal Message field to display a drop-down list with 2 choices, Card Admitted
and Card Rejected, and select one of the two. The message you chose displays in the Journal Message field.
5. Click in the Event field to open the Event selection dialog box and click an Event in the list to select it. The
Event you chose displays in the Event field.
6. Click in the Schedule field to open the Schedule selection dialog box and click a Schedule in the list to
select it. The Schedule you chose displays in the Schedule field.
7. The Time Zone field behaves as follows:
• If the iSTAR Controller for the selected Door/Elevator has an associated Time Zone, that Time Zone is
displayed. (This field is read-only and is filled by the system once you select the Door or Elevator.)
• If the iSTAR Controller for the selected Door/Elevator does not have an associated Time Zone, the time zone
is assumed to be that of the Server, but is not displayed at all.
The Personnel Triggers tab now looks as shown in the following example:
8. To create more Triggers for this person, repeat the preceding steps.
9. To save the Personnel Triggers you configured, click Save and Close.
Removing a Personnel Trigger
To Remove a Personnel Trigger

1. From the Personnel Triggers tab of the Personnel Editor, click the row in the table that you wish to remove. To
select a row, click the row selector. The row is highlighted, and the row selector changes to .
2. Click Remove Personnel Trigger.
3. To save the Personnel Triggers settings, click Save and Close.

Personnel Web and Mobile tab

Use the Personnel Web and Mobile tab to define an email address for the person's profile.
If your licence includes the Visitor and Access Management system, use the Personnel Web and Mobile tab to enable
a person to act as a visit host for Visitor Management, and to enable Access Approver and Access Requester roles.
For more information, see the C•CURE 9000 Visitor and Access Management User Guide.
■ For definitions of all fields and buttons on the Personnel Web and Mobile tab, see Personnel Web and Mobile
definitions on Page 102
Personnel Web and Mobile definitions

Table 1 on Page 102
The Moblie Phone Options section is used to select one or more features in the C•CURE Go Access mobile
application. During initial configuration, after selecting a feature, the mobile user receives an invitation to download
and install C•CURE Go Access. After the user has completed enrollment in the C•CURE Go Access app, you can
make changes to which features the mobile user has access to, based on your license agreement.
The fields and buttons on the Web and Mobile tab are shown in the following table.
NOTE: Mobile Phone Option features on the Web and Mobile tab are licensed options that are currently not supported in the initial
release of C•CURE 9000 v2.60.
Table 1: Web and Mobile tab definitions
Web Email and Login
Email address Enter an Email address for this Personnel record. This field is not required. However, if an Email address is defined and this
person is either of the following, he/she will receive the appropriate email notification:
• A member of a Personnel Group that is used as an Email Group.
• Enabled to perform Guard Tours and assigned to run a specific scheduled Tour. See the C•CURE 9000 Guard Tours Guide
for detailed information about Guard Tours.
• A person who is eligible to host visits, submit requests and approve requests can use email and a password (Basic
Authentication) to login to the C•CURE Portal.
• A person who is eligible to submit and approve requests receives access request notifications to the email address in the
Personnel record.
The email address field is mandatory for the person to have access to the Mobile Options in the C•CURE Go Access app.
Windows Enter a Windows domain\username combination for Personnel who are eligible to use Windows Authentication to access the
Principal Visitor and Access Management Web applications in the C•CURE Portal as a Host of Visits, an Access Approver, or an Access
Requester.
This username must be unique on a standalone server. It also must be unique within an Enterprise, or a replication conflict will
occur. The Personnel editor cannot validate Enterprise uniqueness.
Alternatively, Basic Authentication via an Email address can be used to access the Visitor and Access Management Web Portal
by a person who is eligible to host visits, approve access requests or submit access requests.

Can Host Select this option to enable this person to act as a Visit Host for Visitor Management, a separately licensed feature. See the
Visits C•CURE 9000 Visitor Management Guide for detailed information.
Can Approve Select this option to enable this person to act as an Access Approver for Access Management, a separately licensed feature. See
Requests the C•CURE 9000 Visitor and Access Management Guide for detailed information.
Can Submit Select this option to enable this person to act as an Access Requester for Access Management, a separately licensed feature.
Requests See the C•CURE 9000 Visitor and Access Management Guide for detailed information.
Mobile Phone Options
Enrollment Read-only field.

Status The Enrollment Status field indicates the C•CURE Go Access registration status of the person. The user must install the
application and log in for the registration to be completed. The following statuses display in the Enrollment Status field:
• Not Registered - the user is not currently enrolled in the mobile cloud services platform.
• Registration Initiated on <date and time> - the user has been sent an email inviting them to download the mobile
application and register.
• Registered as of <date and time> - the user has completed installation of the application and has logged in using the
email credentials defined in the Web and Email Login fields.
Register for Select to initiate registration of the person's mobile device for the CCURE Go Access service.
CURE Go This option is automatically selected if you select Enable Smart Credential, Enable Mobile Alert, or Enable Mobile Key
Access before selecting this option.
Enable Smart Select to enable the person's mobile device for the Smart Credential feature in the mobile application.
Credential The person uses the Smart Credential to unlock doors using their phone as the credential.
Enable Mobile Select to enable the person's mobile device for the Mobile Alert feature.
Alert The person uses the Mobile Alert feature to notify security that there is a security issue at their location.
Enable Mobile Select to enable the person's mobile device for the Mobile Key feature.
Key The person uses the Mobile Key to unlock a door directly from the app.
Door 1
Click to select a door that the user can use Mobile Key to unlock directly from the app.
Door 2
Click to select a door that the user can use Mobile Key to unlock directly from the app.
Web and Email tasks

You can perform the following task in the Personnel Web and Mobile tab:
■ Setting an Email Address on Page 104

Setting an Email Address

You can define an Email address for a person on the Web and Email tab. Then, if the person is either of the
following:
■ A member of a Personnel Group that becomes used as an Email Group, he/she will receive any Email sent to
that Group.
■ Enabled on the Personnel General tab to perform Guard Tours and assigned on the Guard Tour Scheduling
Editor to run a specific scheduled Tour, he/she will receive email notification of the Tour—if that option is
selected. ( See the C•CURE 9000 Guard Tours Guide for detailed information about Guard Tours.)
If your license includes the Visitor and Access Management system, then email address is used to send Host, Access
Approver and Access Requester appropriate emails to the person. For more information see the C•CURE 9000 Visitor
and Access Management User Guide.
To Set an Email Address

1. From the Web and Mobile tab tab, click in the Email field.
2. Type the email address for this Personnel record.

3
Chapter 3 - Personnel Type
The C•CURE 9000 Personnel Type Editor is used to create Personnel Type objects to reflect the job titles and roles for
the people who need access to your site.
In this chapter
Personnel Type Overview 106

Samples of Expiration Time Span Settings 110

Personnel Type Overview

A Personnel Type lets you categorize each Personnel record in your database based on the person's role or type. By
default you can choose Employee, Contractor, Visitor, or None. However, you can also use the Personnel Type
Editor to define additional Personnel Types to suit your site.
Example:
If you wanted to identify Personnel records as Security Personnel, Maintenance Personnel, Temporary
Employees, or any other employee category, you can create these new Personnel Types and then assign the type
to Personnel records in your database.
Figure 27 on Page 106 shows the Personnel Type editor.

Figure 27: Personnel Type editor
Overriding the Default Time Span of Expiration for a Personnel Type

The setting for the Personnel system variable TimeSpan of Expiration specifies the time period past the creation date
of a credential to use for the default expiration date of a new credential. (See Personnel System Variables in the
C•CURE 9000 System Maintenance Guide for more information).
You can change this default value for a specific Personnel Type by selecting Enable Default Expiration Override in
the Personnel Type editor.

Example:
If the default value set by the system variable TimeSpan of Expiration is five years, and you want to set the
default value for new credentials for Personnel assigned the Visitor Personnel Type to five days, you can change
this default while editing the Visitor Personnel Type by selecting Enable Default Expiration Override in the
Personnel Type editor and changing the setting.
The Default Credential Expiration Time is expressed in Years, Days, or Hours. When Years or Days is selected, you
can specify the Time of Expiration - the time of day that Expiration occurs. When Hours is selected, the Time of
Expiration is unavailable.
If you want to base the expiration date of Credentials for a Personnel Type on a Date field in the Personnel record,
you can select a date field from the From drop-down list. You can also chose to select the current year as the starting
point for the expiration period.
Example:
You want Credentials for the Employee Personnel Type to expire on each person's birthdate three years after
activation. Your database uses the Date1 field from the Personnel Customer tab to contain the person's birthdate.
■ Select Enable Default Expiration Override.
■ Select a Default Credential Expiration Time of 3 Years.
■ Select Date1 in the From drop-down list.
■ Select Use Current Day's Year.
With these selections, all subsequently created Personnel of type Employee will have their Credential expire on
their birthday three years after the Credential is issued.
For more examples of of how to use this setting, see Samples of Expiration Time Span Settings on Page 110.
To Set the Expiration Time Span for Credentials Assigned to Personnel of a Personnel Type
2. Select Personnel Type from the drop-down list in the Personnel pane toolbar.
3. Click to open a Dynamic View showing all Personnel Type objects.

4. Double-click the name of the Personnel Type in the list that you want to edit.
5. Select Enable Default Expiration Override.
6. Set the numeric portion of the Default Credential Expiration Time by typing a number or clicking .
7. Choose Years, Days, or Hours to set the time period.
8. You can choose a Personnel Date Field to set a specific date on which you want Credentials of this Personnel
Type to expire (as an alternative to the default setting - Activation Date Time).
Example:
If the Personnel field Date 1 on the Customer tab represents the birthday of Personnel, choosing that field for
the From date would set the Expiration Date to the Date 1 setting (their birthday) for each person.
9. If you chose Years or Days for the time period, you can select a Time of Expiration by selecting the check box
and using to change the hour, minutes, and AM/PM setting.

10. Click Save and Close to save your changes.
Setting Disabling by Inactivity Periods for Personnel

In addition, the Personnel Type Editor lets you determine which Personnel Credentials will be disabled when the
'Disable by Inactivity' service is configured to run daily. You use this Personnel Type Editor to configure the
inactivity period for the different Personnel Types in your system. (The 'inactivity period' is the number of days a
person's access card is permitted to go without valid card activity before that Credential is automatically disabled.)
For more information, see:
■ Disabling Credentials for Inactivity Overview on Page 27
Personnel Type Definitions

The following table gives definitions of the fields in the Personnel Type Editor.
Table 15: Personnel Type Editor Definitions
Field Description
Name Type a name for the Personnel Type you are creating.
Description Type a description that will help you identify this Personnel Type or its intended usage.
Partition A read-only field displaying the partition to which this Personnel Type belongs. This field is visible only if the C•CURE 9000 system is
partitioned.
Can Be If this check box is selected, Personnel assigned to this Personnel Type can be assigned as Visitors for the Visitor Management
Visitor application.
Enable Enable this option to set up a Default Credential Expiration Time for this Personnel Type that is different from the overall setting
Default for the Personnel system variable TimeSpan of Expiration. You can use this to set up a Personnel Type that has a shorter or
Expiration longer Expiration timespan than the default. This could be useful for a temporary employee type, for example.
Override
Default You can set a timespan for the default period after which Credentials of a person assigned to this Personnel Type expire
Credential automatically. After you select a Number, you can set the unit of time to Years, Days, or Hours.
Expiration
Time
Number
Type or use to set the number for the Default Credential Expiration Time. The range of numbers is determined by the Years,
Days, or Hours setting.
Maximum settings are:
Years: 24
Days: 99
Hours: 24
Years, Choose one of these time measurements by clicking the radio button.
Days,
Hours

Personnel Type Editor Definitions (continued)
Field Description
From You can select one of the following date fields from Personnel to use as the beginning date for the Default Credential Expiration Time
(instead of the Activation Date Time default).
Available fields are:
• Activation Date Time (Credential ) - This is the default choice for a Credential when created via the Personnel Credential tab
or the Credential editor.
If you choose another field, the Hours time measurement is not available (because the Date fields do not support Hours).
• Date1 (from the Personnel Customer tab - if the field label has been changed, the new label appears in this drop-down list)
• Date2 (from the Personnel Customer tab - if the field label has been changed, the new label appears in this drop-down list)
• Date3 (from the Personnel Customer Extended tab - if the field label has been changed, the new label appears in this drop-
down list)
• Date4 (from the Personnel Customer Extended tab - if the field label has been changed, the new label appears in this drop-
down list)
The Value of the field (for each record) is used to determine the expiration date of the related Personnel Credential.
For examples of how to use this setting, see Samples of Expiration Time Span Settings on Page 110.
Use Check this box to use the Month and Date of the From field, along with the current year, for beginning of the period defined by the
Current Credential Expiration Time. When this box is not checked, the entire date in the From field is used to signify the start of the Credential
Day's Year Expiration Time period.
Example:
If the date in the From field is 10/20/2014 and this check box is cleared, the Expiration Date will become 10/20/2014 plus the
duration specified in Default Credential Expiration Time. If the check box is checked, the start of the Default Credential
Expiration Time will be 10/20 of the current year.
Time of You can set the time of day that a credential associated with this Personnel Type expires. Select the check box, then use to
Expiration change the hour, minutes, and AM/PM setting.
this setting is only available if you chose Years or Days as a unit of measurement.
Inactivity The number of days without valid card activities that can elapse for Personnel with this Personnel Type before an enabled/running
Period Disable by Inactivity service disables the Credential.
This setting is only used if the System Variable for Disable by Inactivity is enabled, and the Disable by Inactivity service is running.
For more information, see the C•CURE 9000 System Maintenance Guide section on Personnel System Variables .
The default value for this field is 0 (zero), which means that Personnel with this Personnel Type will never be disabled by inactivity.
Using the Personnel Type Context Menu

The Personnel Type context menu in the Dynamic View of Personnel Types includes the selections common to all
objects, as well as additional selections specific to Personnel Types. See Using the Object List Context Menu on Page
24 for more information on the common selections.
You can select one or more Personnel Types in the Dynamic View (using SHIFT+Left-click and CTRL+Left-click)
and perform functions such as Set properties (Change Description and/or Inactivity Period), Add Personnel to
Groups, or Export Personnel Type, using the context menu.

Samples of Expiration Time Span Settings

You can set the Expiration Time Span for Credentials added to Personnel records in three ways:
■ You can set the Expiration Time span for all new Credentials with the TimeSpan of Expiration System Variable.
■ You can set the Expiration Time span for all new Credentials of a Personnel Type from the Personnel Type
editor.
■ You can set the Expiration Time span for one or more Temporary Credentials using the context menu selection
Activate Temporary.
C•CURE 9000 can calculate the default Expiration Date for Credentials based on:
■ The System generated Activation Date/Time (the time when the Credential was created).
■ One of the four Customer/Extended tab date fields (Date1 to Date4).
Following are examples of setting the Expiration Time Span using these methods.
Example: Set the TimeSpan of Expiration System Variable for all New Credentials
When you create a new Credential, the Activation Date/Time is set to the current date and time. If you use the
settings shown below, the Credential will expire 3 years after the date the Credential was created.
If you select a different Cardholder Date Field, the system uses the date in that field to calculate when the
Credential will expire.
In this example, all New Credentials will expire 99 days after the date in the Date2 field in the cardholder's
Personnel record.

Example: Set the Expiration Time Span for Temporary Credentials using Activate Temporary
When you Activate a Temporary Credential, you cannot choose a cardholder date field; the Activation
Date/Time is set to the current date and time. If you use the settings shown below, the Credential will expire 5
years after the date the Credential was created.
Example: Calculate from Cardholder Activation Date/Time

When you create a new Credential, the Activation Date/Time is set to the current date and time. If you use the
settings shown below, the Credential will expire 5 years after the date the Credential was created.

Example: Calculate from Cardholder Customer Date Field

If you use one of the Customer/Extended Tab Date fields for this calculation, the Credential will expire 5 years
after the date in the field chosen.
Example: Calculate from Cardholder Hire Date Field

If you use one of the Customer/Extended Tab Date fields to represent the cardholder's date of hiring (such as
using the Date1 field as the hire date), the Credential will expire 5 years after the cardholder's Hire date.
Example: Calculate from Cardholder BirthDate Field

If you use one of the Customer/Extended Tab Date fields to represent the cardholder's birthdate (using the Date1
field as the birth date), you can select Use current year to calculate Expiration Date to have Credential expire 5
years from the current year on the cardholder's birthday.



4
Chapter 4 - Clearance
A Clearance defines the locations and times an access card is valid. In C•CURE 9000, you create Clearance objects to
define the access to specific doors and elevators on specified schedules, and then assign these clearances to
individual cardholders, or groups of cardholders.
In this chapter

Clearance Approval Tab 128
Clearance User Defined Fields tab 130

Clearance Editor
Clearance Editor
The Clearance Editor in C•CURE 9000 lets you create Clearance objects that define the security objects that a person
assigned the Clearance can access.
The following sections give more information about the Clearance object and how to use it.
■ Clearance General Tab on Page 122
■ Clearance Doors Tab on Page 123
■ Clearance Elevators Tab on Page 124
■ Clearance Groups Tab on Page 125
■ Clearance Approval Tab on Page 128
■ Clearance Tasks on Page 116
Expiring Clearances Per Person

Use the Expiring Clearances per Person option in the General tab of the Clearance editor to configure a clearance to
expire for multiple personnel at different starting and ending dates. When you select this option, the clearance
assignment for that person will expire for them on their customized starting and ending dates.
Example:
If you select the Expiring Clearances per Person option in a clearance that is assigned to:
• Person A with end date 01/01/2017
• Person B with end date 02/02/2017
• Person C with no end date
Person A's clearance will expire after 01/01/2017, Person B's clearance will expire after 02/02/2017 and Person
C's clearance will have no expiration.
If you have a license that includes the Access Management application in the C•CURE Portal, you can apply the
expiring clearances per person setting to a clearance assigned to an access request site. After a request has been
submitted and approved in the C•CURE Portal, the clearance will expire for that person based on the date selected
in the Access Request.
Clearance Tasks
The following tasks can be performed with the Clearances Editor.
■ Accessing the Clearance Editor on Page 117
■ Creating a Clearance on Page 118
■ Configuring a Clearance on Page 118
■ Adding Doors or Door Groups to a Clearance on Page 119
■ Adding Elevators or Elevator Groups to a Clearance on Page 120
■ Removing Doors/Door Groups and Elevators/Elevator Groups from a Clearance on Page 121

Clearance Editor
■ Clearance Groups Tab on Page 125

■ Adding a Clearance to a Group on Page 126
■ Assigning an Approval Rule to a Clearance on Page 121
Accessing the Clearance Editor

You can access the Clearance Editor from the C•CURE 9000 Personnel pane.
To Access the Clearance Editor

2. Click the Personnel drop-down list and select Clearance.
3. Click to open a Dynamic View showing all Clearance objects.

4. Double-click the Clearance in the list that you want to edit. The Clearance Editor opens. See Figure 28 on Page
117.
Figure 28: Clearance Editor

Clearance Editor
Creating a Clearance
You can create a new Clearance to assign access privileges to a person.To create a Clearance, follow the steps in
Creating an Object on Page 19.
When you create a Clearance, you specify the activation and expiration dates for the Clearance, as well as the Doors,
Door Groups, Elevators, and Elevator Groups that are controlled by the Clearance.
When you assign Doors or Elevators to a Clearance, Software House recommends that you assign
NOTE Doors or Elevators from the same controller type to the Clearance. For example, it is better for system
operation to assign Doors from several iSTAR controllers to a Clearance, rather than some Doors from
iSTAR controllers and some Doors from apC controllers.
Configuring a Clearance
You can configure a Clearance for use with personnel in C•CURE 9000.
To Configure a Clearance
2. Select Clearance from the Personnel drop-down list.
3. Click New.
- or -
Click to view a list of existing Clearances, right-click the Clearance you wish to configure, and choose Edit
from the context menu.
The Clearance Editor opens.
4. In the Name field, type the name that you want to use for this Clearance.
5. In the Description field, enter any information that would be useful for identifying the Clearance or explaining
the settings you have chosen.
6. On the Clearance General tab:
• choose activation and expiration settings for the Clearance
OR
• Select the Expiring Clearances per person option so that the clearance expires for a person based on the date
customized in the clearance assignment.
7. On the Clearance Doors tab, select the Doors (or Door Groups) that are controlled by this Clearance. See Adding
Doors or Door Groups to a Clearance on Page 119.
8. On the Clearance Elevators tab, select the Elevators (or Elevator Groups) that are controlled by this Clearance.
See Adding Elevators or Elevator Groups to a Clearance on Page 120.
9. On the Clearance Groups tab, view the list of the Clearance Groups to which this clearance belongs. If you want
to add the Clearance to a Clearance Group, see Clearance Groups Tab on Page 125.
10. On the Approvals tab:
a. Select an Approval Rule.

Clearance Editor
b. Type a Clearance Friendly Name. This is the name that will appear in the Access Management Portal.
c. Type a Clearance Friendly Description. This is the description that will appear in the Access Management
Portal.
d. Select the Only allow C•CURE Portal Assignment via approved request form check-box if the request can
only be approved through the C•CURE Portal.
e. Enter the maximum length of days that a request with this clearance can remain active in the Access
Management Portal.
f. If you have selected the Any Selected Approvers rule, click Add to assign the Approvers to the clearance.
11. To save your modified Clearance, click Save and Close .
Adding Doors or Door Groups to a Clearance

You can add Doors or Door Groups to a Clearance by adding rows to the Doors and Door Groups table on the
Clearance Doors tab (see Figure 30 on Page 124).
Once a Clearance has been saved, while you can add (and edit) new Doors/Door Groups as described
NOTE in the following procedure, you cannot edit the existing saved items.
To make changes to existing Doors/Door Groups, you have to delete the item and then re-create it. For
information, see Removing Doors/Door Groups and Elevators/Elevator Groups from a Clearance on
Page 121
To Add Doors or Door Groups to a Clearance

1. From the Clearance Editor, click on the Doors tab.
2. Click Add and the Name Selection dialog box for Doors appears, with both Doors and Door Groups displayed.
Figure 29: Name Selection Dialog Box – Doors
3. Click to display only Door objects or to display only Door Groups.

4. Click in the check box(es) to select as many of the Doors or Door Groups as you wish and then click OK. (You
can click CTRL + A and then a check box to select all the objects.)
The Schedule selection list dialog box appears.

Clearance Editor
5. Click the Schedule you want to add to the Clearance for those Door(s)/Door Group(s).
The selection list dialog box closes and a row appears in the Doors and Door Groups table for each Door/Door
Group you selected with the Schedule selection added to the row. (If you added a Group, the Door Group column
in the table is selected .)
6. If you wish to change the Schedule for any Door(s)/Door Group(s), click in the Schedule field and then click
to select a different Schedule from the Schedule selection list dialog box that re-opens.
7. If you wish to change the selected Door/Door Group for any row, click in the Door Name field and then click
to select the Door/Door Group from the Door selection list dialog box that re-opens.
8. When you are done adding Doors and Schedules to the Clearance, click Save and Close to save the Clearance.
Adding Elevators or Elevator Groups to a Clearance

You can add Elevators or Elevator Groups to a Clearance by adding rows to the Elevators and Elevator Groups table
on the Clearance Elevators tab (see Figure 31 on Page 125).
Once a Clearance has been saved, while you can add (and edit) new Elevators/Elevator Groups as
NOTE described in the following procedure, you cannot edit the existing saved items.
To make changes to existing Elevators/Elevator Groups, you have to delete the item and then re-
create it. For information, see Removing Doors/Door Groups and Elevators/Elevator Groups from a
Clearance on Page 121
To Add Elevators or Elevator Groups to a Clearance

1. From the Clearance Editor, click the Elevators tab.
2. Click Add and the Name Selection dialog box for Elevators appears, with both Elevators and Elevator Groups
displayed.
3. Click to display only Elevator objects or to display only Elevator Groups.

4. Click in the check box(es) to select as many of the Elevators or Elevator Groups as you wish and then click OK.
(You can click CTRL + A and then a check box to select all the objects.)
The Schedule selection list dialog box appears.
5. Click the Schedule you want to add to the Clearance for those Elevator(s)/Elevator Group(s).
The selection list dialog box closes and a row appears in the Elevators and Elevator Groups table for each
Elevator/Elevator Group you selected with the Schedule selection added to the row. (If you added a Group, the
Elevator Group column in the table is selected .)
6. Click in the Floor Name field and then click to select the Floor or Floor Group for the Clearance. The Floor
dialog box appears.
7. Click to display only Floor objects or to display only Floor Groups.

8. Click the Floor or Floor Group you want to add to the Clearance. The dialog box closes and the selection is added
to the row. (If you added a Group, the Floor Group column in the table is selected . )

Clearance Editor
9. If you wish to change the Schedule for any Elevator(s)/Elevator Group(s), click in the Schedule field and then
click to select a different Schedule from the Schedule selection list dialog box that re-opens.
10. If you wish to change the selected Elevator/Elevator Group for any row, click in the Elevator Name field and
then click to select the Elevator/Elevator Group from the Elevator selection list dialog box that opens.
You can change the selected Floor/Floor Group for any row in the same way.
11. When you are done adding Elevators, Floors, and Schedules to the Clearance, click Save and Close to save the
Clearance.
Removing Doors/Door Groups and Elevators/Elevator Groups from a Clearance
To Remove a Door/Door Group or Elevator/Elevator Group

1. From the Door/Elevators tab of the Clearances Editor, click the row in the table that you wish to remove. (To
select a row, click on the row selector. The row is highlighted, and the row selector changes to .)
2. Click Remove.
You can then save the Clearance as is or add or remove more Door/Door Groups and/or Elevators/Elevator
Groups.
Assigning an Approval Rule to a Clearance

Use the Access Request Site Approval tab to assign an approval rule to a clearance request. Approval rules
determine who must approve the associated clearance after a request has been made in the access request site on the
Access Management Web Portal. on Page 116 describes the approval rules.
To assign an Approval Rule to a clearance

2. Click the Personnel drop-down menu and select Clearance.
3. Click to open a dynamic view showing all clearances.

OR
Click New.
4. Click the Approvals tab in the Clearance Editor.
5. Click the Approval Rule drop-down menu and select an approval rule. See on Page 116 for descriptions of each
approval rule.
Note • You cannot change an approval rule to No Approval Needed if the clearance is associated
with a clearance request in the Access Management Web Portal.
• You can change an approval rule to a different approval rule if the clearance is associated
with a clearance request in the Access Management Web Portal.

Clearance Editor
Approval Rule Description
No Approval Needed The default option for all clearances.

Select this option if approval rules do not apply to this clearance but want the clearance to be available for
assignment using the Access Management Portal.
Auto-Approve Select this rule if no approval is required for this clearance.
Any Approvers from Partition Select this rule if an approver in a partition is required to approve this clearance.
<Partition Name>
Any Selected Approvers Select this rule to designate an approver from Personnel, or a Personnel Group. If you select a Personnel
Group, any Personnel in that group can approve this clearance.
Clearance General Tab

The Clearance General tab (see Figure 28 on Page 117) lets you create a name and description for a Clearance, and
define the Activation and Expiration dates for the Clearance.
Table 16: Clearance General Tab Definitions
Name Type a name for the Clearance.
Description Type a textual description of the Clearance that will give you enough information to distinguish this Clearance from other similar
Clearances.
Partition A read-only field displaying the partition to which this Clearance belongs. This field is visible only if the C•CURE 9000 system is
partitioned.
Clearance This set of field shows the dates on which the Clearance is activated and the date it expires.
Activation
Status
Active on Set a Clearance to become active on a future date if you want to create and assign the Clearance in advance. The Clearance
does not allow access before the date you set.
Select the check box and click the down-arrow to set a date using the calendar control.
If the check box is not selected, the date is ignored.
Expires on Set a Clearance to become inactive on a future date if you want to create and assign a Clearance that is temporary. The
Clearance does not allow access after the date you set.
Select the check box and click the down arrow to set a date using the calendar control.
If the check box is not selected, the date is ignored.
Expiring Select the Expiring Clearances per Person option to configure the clearance to expire for multiple personnel at different start
Clearances and end dates. When you select this option, the clearance assignment for that person expires based on their customized start and
per Person end dates.
Save and Click Save and Close when you have completed any changes to a Clearance and wish to save those changes.
Close

Clearance Editor
Clearance General Tab Definitions (continued)
Save and New Click Save and New when you have completed any changes to the Clearance and wish to save those changes, and you also
want to create a new Clearance. The Clearance you were editing is saved, and a new Clearance opens.
Click Close when you want to close the Clearance Editor without saving your changes.
A prompt appears so that you can choose to continue editing or close the editor. Click OK to close the editor without saving
changes, or click Cancel to continue editing the Clearance.
Clearance Doors Tab

The Clearance Doors tab (see Figure 30 on Page 124) lets you specify the Doors and Door Groups that are accessible
from a Clearance. When the Clearance is assigned to a person, that person can access the Doors in the list at the
times specified by the Schedule associated with that Door or Door Group.
Table 17: Clearance Doors Tab Definitions
Doors and This table is used to build a list of the Doors/ Door Groups that are included in this Clearance. The Doors/ Door Groups each have
Door Groups a Schedule object associated with them to specify when a person with this Clearance can access the Doors.
Door Group This check box is selected if you chose a Door Group.
Door Name Once you have selected one or more Doors/Door Groups and an associated Schedule, a row is added to the table for each Door
object added to the Clearance with its name in this field.
NOTE: Before the Clearance is saved, you can change the selected Door/Door Group for a row by clicking in this field and
then clicking . Select a new Door/Door Group from the Door dialog box that opens to add it to the Clearance.
Door Once you have selected one or more Doors/Door Groups and an associated Schedule, the Schedule for each selected Door
Schedule object is added to the Clearance and displays in this field.
NOTE: Before the Clearance is saved, you can change the selected Schedule by clicking in this field and then clicking .
Select a new Schedule from the Schedule dialog box that opens to add it to the Clearance.
Add Click this button to open a Name Selection dialog box for Doors/Door Groups. Once you have selected one or more Doors/Door
Groups and clicked OK, a Schedule dialog box opens for you to select a Schedule for the chosen Door objects.
A new row is added to the table for each Door/Door Group selected with its associated Schedule.
Remove Click this button to remove the selected row from the table.

Clearance Editor
Figure 30: Clearance Doors Tab
Clearance Elevators Tab

The Clearance Elevators tab (see Figure 31 on Page 125) lets you specify the Elevators and Elevator Groups that are
accessible from a Clearance. When the Clearance is assigned to a person, that person can access the Elevators in the
list at the times specified by the Schedule associated with that Elevator or Elevator Group.
Table 18: Clearance Elevators Tab Definitions
Elevators and This table is used to build a list of the Elevators/ Elevator Groups that are included in this Clearance. The Elevators/ Elevator
Elevator Groups each have a Schedule object associated with them to specify when a person with this Clearance can access the
Groups Elevators.
Elevator This check box is selected if you chose an Elevator Group.

Group
Elevator Once you have selected one or more Elevators/ Elevator Groups and an associated Schedule, a row is added to the table for
Name each Elevator object added to the Clearance with its name in this field.
NOTE: Before the Clearance is saved, you can change the selected Elevator/Elevator Group for a row by clicking in this field
and then clicking . Select a new Elevator/Elevator Group from the Elevator dialog box that opens to add it to the
Clearance.
Floor Group This check box is selected if you chose a Floor Group rather than a single Floor
Floor Name Click in this field, and then click to open a selection dialog box listing the available Floors/Floor Groups. Select a Floor/Floor
Group to add it to the Clearance.

Clearance Editor
Clearance Elevators Tab Definitions (continued)
Elevator Once you have selected one or more Elevators/ Elevator Groups and an associated Schedule, the Schedule for each selected
Schedule Elevator object is added to the Clearance and displays in this field.
NOTE: Before the Clearance is saved, you can change the selected Schedule by clicking in this field and then clicking .
Select a new Schedule from the Schedule dialog box that opens to add it to the Clearance.
Add Click this button to open a Name Selection dialog box for Elevators/ Elevator Groups. Once you have selected one or more
Elevators/ Elevator Groups and clicked OK, a Schedule dialog box opens for you to select a Schedule for the chosen Elevator
objects.
A new row is added to the table for each Elevator/ Elevator Group selected with its associated Schedule.
NOTE: You have to select and add a Floor/Floor Group manually for each Elevator/Schedule row .
Remove Click this button to remove the selected row(s) from the table.
Figure 31: Clearance Elevators Tab
Clearance Groups Tab

Groups are used for organizing C•CURE 9000 objects and are created from the Configuration Pane. You can
configure groups of controllers, inputs, outputs, readers, clearances, and other security objects.
The Clearance Groups tab (see Figure 32 on Page 126) lists the Clearance Groups to which the Clearance you are
editing belongs. You can double-click a Clearance Group in the list to edit the Clearance, view the Clearances that are
members of the Group, and add Clearances to the Group.

Clearance Editor
Figure 32: Clearance Groups Tab
Refer to the Dynamic Views chapter in the C•CURE 9000 Data Views User Guide for more information about the use
of the buttons found in the Groups tab.
Adding Clearances to a Group from the Clearance Groups Tab

You can add a Clearance to a Group by editing a Clearance Group listed on the Clearance Groups tab.
To Add a Clearance to a Clearance Group from the Groups Tab

1. When you double-click a Clearance Group row on the Clearances Group tab, the Group Editor General tab
appears so that you can edit the Group.
2. Click Add on the Group General tab to add an object to the Clearance Group.
3. The Clearance dialog box opens to display a list of existing Clearances that can be added to the Clearance
Group.
4. Click one or more Clearances in the list (using Windows multiple selection methods such as CTRL+click), and
then click OK.
5. The Clearance(s) that you selected are added to the Group.
Adding a Clearance to a Group

If the Clearance you are editing is not a member of a Group, you can add it to a Group by right-clicking on the
Clearance in a Clearances Dynamic View.
To Add a Clearance To a Group

2. Select Clearances from the Personnel pane drop-down list.

Clearance Editor
3. Click to open a Dynamic View showing all Clearance objects.

4. Right-click the Clearance in the list that you want to add to a group and select Add To Group from the context
menu.
5. In the dialog box that appears, click the Group to which you want to add the Clearance.
6. Click OK in the confirmation dialog box that appears.

Clearance Approval Tab

Use the Approval tab to specify which approval rule applies to the Clearance, enter a clearance friendly name and
description that will display in the clearance request in the Access Management Portal, and specify the number of
days that the clearance can remain active.
Field/ Button Description
Approval Rule Select to specify which approval rule applies to the clearance.
For more information about approval rules, see Figure 1 on Page 129.
Clearance Friendly Name Enter a clearance friendly name that will display in the access request site in the Access
Management Portal.
Clearance Friendly Description Enter a clearance friendly description that will display in the access request site in the
Access Management Portal.
Only allow C•CURE Portal Assignment via approved Select this option if the clearance can only be approved through the Access Management
request form Web Portal.
Maximum length in days for requests containing this Specify the maximum number of days that a clearance can be requested for.
clearance to remain active The default value of zero indicates that the user can only assign clearance for less than a
day (9:00AM to 5:00 PM) in the same day.
Example:
If you set the value to 8, the clearance can only be requested for a maximum of 8 days
before it must be renewed.
Selected Approvers Specify which approvers can approve the request.

Field available when Any Selected Approvers approval rule is selected.
Add Select this button to add one or more Personnel or Personnel Groups to the Selected
Approvers list.
Remove Select to remove a row from the Selected Approvers list.

To select multiple rows for removal, hold down SHIFT and CTRL.
The following table describes the Approval Rules available for selection in the Approvals tab. You can assign an
approval rule to a Clearance to specify which Approvers have permission to approve an access request in the Access
Management web application.
Note • You cannot change an approval rule to No Approval Needed if the clearance is associated with a clearance request in the
Access Management web application.
• You can change an approval rule to any other different approval rule if the clearance is associated with a clearance request in
the Access Management web application.
For more information about the Access Management web application, see the C•CURE 9000 Visitor and Access Management
Guide.

Figure 1: Approval Rules and Descriptions
Approval Rule Description
No Approval Needed The default option for all clearances.

Select this option if approval rules do not apply to this clearance but want the clearance to be available for
assignment using the Access Management Portal.
Auto-Approve Select this rule if no approval is required for this clearance.
Any Approvers from Partition Select this rule if an approver in a partition is required to approve this clearance.
<Partition Name>
Any Selected Approvers Select this rule to designate an approver from Personnel, or a Personnel Group. If you select a Personnel
Group, any Personnel in that group can approve this clearance.

Clearance User Defined Fields tab
Clearance User Defined Fields tab

Use the User Defined Fields tab to modify user-defined fields (UDFs) that apply to the clearance. You can modify the
UDFs in the Clearance editor to provide additional information about the clearance. User-defined fields populate the
User Defined Fields tab after they have been configured in the User Defined Fields editor. For more information
about the User Defined Fields editor, see the C•CURE 9000 Software Configuration Guide.

5
Chapter 5 - Credential
A Credential is an access card or PIN defined in the C•CURE 9000 Personnel editor or the Credential editor. The
Credential Dynamic View allows you to view a list of all Credentials in the system, and sort, filter and group the list.
You can then open the Credential Editor to edit the Credential.
In this chapter
Credential Overview 132

Credential Dynamic View 134
Searching for Credentials 138
Credential Editor 142
Accessing The Credential Editor 143
Credential General Tab 144
Credential User-defined Fields Tab 148
Credential Badging Tab 149
Temporary Credential Tasks 150
System Variables for Credentials 158
Credentials Event Actions 159

Credential Overview
Credential Overview
Credentials in C•CURE 9000 are the database objects that represent access cards issued to Personnel. There are two
types of Credential:
Personnel Represent access cards and PINs that are permanently assigned to Personnel in the C•CURE 9000 database.
Credentials
Temporary Represent access cards that are used primarily for short term access, such as temporary replacement access cards for employees
Credentials whose permanent Credentials have been lost, stolen, or disabled.
Temporary Credentials can be associated with a Personnel record, but can also exist independently in an Unassigned state.
Temporary Credentials can also be used with the Visitor Management option to provide credentials for visiting personnel, who only
require access cards for the duration of their visit. (See the C•CURE 9000 Visitor Management Guide for more information).
You can view the Credentials in C•CURE 9000 via the Credential Dynamic View (see Credential Dynamic View on
Page 134).
To quickly determine which Person record owns an Assigned or Activated Temporary Credential,
TIP right-click on the Credential in the Credential Dynamic View and choose Edit Person. The owner's
Personnel record opens in the Personnel editor so you can review the person and their credentials.
You can create/edit Temporary Credentials and edit Personnel Credentials using the Credential editor (see Credential
Editor on Page 142).
You can create Personnel Credentials from the Personnel Credential tab (see Personnel Credentials Tab on Page 57).
The following topics provide more information about using Credentials:

■ Managing Temporary Credentials on Page 150 discusses how to manage Temporary Credentials, including a
workflow example for creating, allocating, tracking, and re-using your Temporary Credentials.
■ Credentials Event Actions on Page 159 explains the new Event actions that can be used to automate some of the
management of Temporary Credentials.
■ System Variables for Credentials on Page 158 details the System Variables that are used to manage the activation
and expiration of Temporary Credentials.
■ Using the Credential View Context Menu on Page 135 explains the menu selections that are available on the
context menu of the Credential Dynamic View.
Disable by Inactivity
Credential Inactivity features (such as Disable by Inactivity) do not apply to Temporary Credentials.
Enterprise Support for Temporary Credentials

Temporary Credentials can be created in any Partition. A Temporary Credential can be assigned to a Personnel
record in a different Partition, or on a different Application Server. A local Personnel record can be assigned a Global
Temporary Credential, and a Global Personnel record can be assigned a local Temporary Credential.
As a result, there may be instances where a Personnel record on a SAS cannot display some of the Temporary
Credentials that are assigned to a person on a remote system. In such a case, a warning message box is displayed

Credential Overview
when viewing the Personnel Credential tab that explains that "additional card(s) are assigned to this person" that are
not visible from this SAS.

Credential Dynamic View

The Credential Dynamic View displays a list of all Credentials (both permanent and temporary).
To Open the Credential Dynamic View

1. Follow the steps in Viewing a List of an Object Type on Page 21, choosing Credential from the Personnel pane
drop-down list.
2. Click to open the Credential Dynamic View.
Figure 33: Credential Dynamic View
You can right-click on any column in the view to add or remove columns from the view. In
NOTE particular, you can add a helpful column called Assigned To Personnel Name so that you can see
the name of the Personnel record to whom a Temporary Credential is assigned. this field is blank if
the card is not temporary, or if it is unassigned.
You can use the Dynamic View controls to refresh, filter, print, etc. the contents of the Dynamic View, as explained
in Viewing a List of an Object Type on Page 21.
Table 19: Credential View Definitions
Field/Button Definition
Name The name of the Credential, or the Person name associated with the Credential.
Card Number The Card Number for the Credential.
CHUID Format The CHUID format for the Credential.

Table 19: Credential View Definitions (continued)
Field/Button Definition
Status Whether the Credential is Assigned, Activated, or Unassigned. Valid only for Temporary Credentials; for personnel
Credentials, this field is blank.
Unassigned - A Temporary Credential that is not assigned to a Personnel record.
Assigned - A Temporary Credential that is assigned to a Personnel record, but is expired or not yet activated.
Activated - A Temporary Credential that is assigned to a Personnel record and is activated.
Issue Date The Date the Credential was last issued (each time a Temporary Credential is activated, the Issue Date is set to the current
date). Valid only for Temporary Credentials; for personnel Credentials, this field is blank.
Activation The date and Time that the Credential was Activated.
Date/Time
Temporary Is this a Temporary Credential?
Lost Is the Credential marked Lost?
Stolen Is the Credential marked Stolen?
Partition Name The Partition in which the Credential resides.
Using the Credential View Context Menu

The Credential View context menu (see Figure 34 on Page 136) opens when you right-click on one or more
Credentials in the Dynamic View of Credentials.
You can select one or more Credentials in the Dynamic View (using multiple selection combinations such as
SHIFT+Left-click and CTRL+Left-click) and perform functions such as Set Property, Export Selection, and Batch
Print Badges using the context menu. Using the Object List Context Menu on Page 24 for information about using
the context menu. See Table 20 on Page 136 for definitions of the Credential View-specific context menu selections.

Figure 34: Credential View Context Menu
Table 20: Credential View Context Menu
Edit Select to open the Personnel Editor for the person assigned to the Credential. Not available for Unassigned Credentials.
Person NOTE: This selection provides the quickest way to determine which person is assigned to a Temporary Credential.
Batch Print Select one or more badges in the Credential Dynamic View and click this menu selection to batch print the selected badge(s).
Badges Depending on your Badge Setup Printer Settings, the badges either print automatically or are added to the Batch Print Queue. If the
badges are queued, the C•CURE ID Batch Print Manager dialog box opens to allow you to manage the print queue. From this dialog
you can choose to print these badges and any other badges currently in the queue.
Email Available only for Temporary Credentials that are Activated or Assigned to Personnel records that have an Email address on the
Reminder Personnel General tab.
Select this to send an Email Reminder to the person(s) assigned to the Temporary Credential(s). The reminder states:
“You were provided a temporary card on <issue date>. Please return the card at your earliest convenience.”
The <issue date> field is filled in with the appropriate value, and the email is sent to the email address for the current owner as shown
on their Personnel screen.
If the email cannot be sent, an appropriate error is displayed in the Sending Email Reminders dialog box.
This selection can be used with multiple selections, and a failure of one or more selections does not stop the attempt for other
selections.
Mark Lost Select to mark the Credential(s) as Lost. A dialog box appears to confirm the setting, and the Credential(s) are marked as Lost.
Mark Select to mark the Credential(s) as Stolen. A dialog box appears to confirm the setting, and the Credential(s) are marked as Stolen.
Stolen

Credential View Context Menu (continued)
Activate Select to change the status of Temporary Credential(s) to Activated. A dialog box appears that allows you to set the duration of the
Temporary Activation.
You can enter a number and select whether the number represents Years, Days, or Hours.
You can also set the time of day when the Credential(s) will expire.
This selection appears only for Temporary Credentials.
Return Select to change the status of Temporary Credentials to Unassigned (returning the credential to the pool of Temporary
Temporary Credentials available to be assigned).
NOTE: If the Temporary Credential has an identical name as the Personnel, returning the credential changes its status to Assigned
(from Activated). Naming the card identically is assumed to mean that the card should stay with the same-named personnel.
This selection appears only for Temporary Credentials.

Searching for Credentials

You can search for Credentials using the Search functions on the Personnel pane. You can perform a Quick Search
using the Credential fields on the pane, or you can perform an Advanced search by defining a Query using the
Query Editor. Searches are activated by clicking the Search button ( ).
■ To show a list of all Credentials, click without entering any data in the Quick or Advanced Search panes.
■ To Quick Search for Credentials, type your search information in the Quick Search pane and click . See
Performing a Credential Quick Search on Page 139 for more information.
■ To perform an Instant Query, click Advanced to show the Advanced pane, then click Instant Query. See
Running an Instant Query on Page 32 for more information (the topic shows a Personnel Instant Query, but the
principles are the same for Credentials).
■ To perform an Advanced search, click Advanced to show the Advanced pane, then select a Credential Query
from the list and click , as shown in Figure 35 on Page 138.
See Defining a Personnel Advanced Search (Query) on Page 33 for more information (the topic shows a
Personnel Advanced Query, but the principles are the same for Credentials).
The list includes the pre-defined Queries related to Credentials that come with the system. (See
NOTE Appendix A in the C•CURE 9000 Data Views Guide for more information.) The list also includes any
Queries already defined by an Operator.
Figure 35: Credential Advanced Search Pane
■ To search for Credentials for Personnel based on certain conditions, see Searching for Credentials for Personnel
on Page 36.
■ If you have defined a default Dynamic View for Credentials that includes a Query, click to display that
view, showing Personnel that meet the criteria in the Query. See the Chapter on Dynamic Views in the C•CURE
9000 Data Views Guide for more information about default views.

Performing a Credential Quick Search
To Perform a Credential Quick Search

1. Click the Personnel pane button. The Personnel pane opens with Quick Search visible.
2. Click the drop-down list in the Personnel pane toolbar and select Credential.
3. Enter the Credential information you wish to search for in the Quick Search fields (Personnel Type, Name, Card
Number, Status). You can type a full name or a partial name (search for a name that “starts with” the letters you
type).
Example:
If you type “Smi” in Name you would find “Smith”.
The Name field can be used to find combinations of last, first, and middle names.
4. You can select Cards Issued On or Before to search for Temporary Credentials issued on that date or before that
date.
5. You can select Is Temporary Credential to search for Temporary Credentials.
6. You can select Lost or Stolen to search for Credentials marked Lost or Stolen.
7. You can select Template to search for Credentials that are Templates.
The check mark fields have three states (which cycle each time you click in the check mark):
NOTE
- Blank means "search for records where this criteria is NOT True.
- Checked means "search for records where this criteria IS True".
- Dimmed means "do not use this criteria in the search".

Example:
If you click so that the Template check box is dimmed ( ), the search results will show both Template and Non-
Template Credentials.
8. Click to open a Dynamic View showing the Credential objects that match the information you entered.
Quick Search Examples for Temporary Credentials

The following are examples of ways to use Quick Search with Temporary Credentials.
To Find Out How many Temporary Credentials Exist

1. Follow the steps for Performing a Credential Quick Search.
2. Select Is Temporary Credential and click .

3. The result will be a Dynamic View listing all Temporary Credentials.
To Find Out How Many Temporary Credentials are Assigned to a Personnel Type
2. Use the Personnel Type drop-down list to pick a Personnel Type.
Example:
Select Employee.

4. The result will be a Dynamic View listing all Temporary Credentials that are assigned to Employees.
To Find Out How Many Temporary Credentials Have Been Lost or Stolen.
2. Select Lost to search for Lost credentials, or Stolen to search for Stolen credentials.

4. The result will be a Dynamic View listing all Temporary Credentials that are marked Lost or Stolen.
To Find Out How Many Temporary Credentials Have not Been Returned After "N" Days
2. Select Cards Issued On or Before and click the drop-down arrow to select a date that is "N" days prior to the
current date.
3. Select Activated from the Status drop-down list.

5. The result will be a Dynamic View listing all Temporary Credentials that are still activated after "N" days.

To Find Out How Many Temporary Credentials are Unassigned and Available to be Assigned
2. Select Unassigned from the Status drop-down list.

4. The result will be a Dynamic View listing all Temporary Credentials that are Unassigned.
To find out how many Temporary Credentials are available for each Partition, you can click on the Partition
Name column of the Dynamic View and drag it to the Drag Columns to group by here area to sort the Dynamic
View results by Partition.

Credential Editor
Credential Editor
The Credential editor can be opened from the Personnel pane to let you edit a regular Credential or a Temporary
Credential.
Regular Credentials are access cards and PINs associated with Personnel records in the system.
Temporary Credentials are access cards or PINs that are assigned to Personnel on a Temporary basis. These
Credentials can be Assigned to Personnel, Activated for Personnel, or Unassigned (waiting to be assigned).
Regular Credentials can ONLY be created from the Personnel editor Credential tab (see Personnel Credentials Tab on
Page 57).
Temporary Credentials can be created from the Credential editor (see Credential General Tab on Page 144) or using
the Personnel editor Credentials tab.
See Managing Temporary Credentials on Page 150 for more information about Temporary Credentials.
The following sections provide more information about using the Credential Editor.
■ Credential Editor Tabs on Page 142
■ Credential Tasks on Page 142
Credential Editor Tabs

The Credential Editor stores access card information on several tabbed views. The following sections give more
information about each Credential editor tab and how to use it.
■ Credential General Tab on Page 144
■ Credential User-defined Fields Tab on Page 148
■ Credential Badging Tab on Page 149
Credential Tasks
You can perform the following tasks related to one or more Credentials.
■ Accessing The Credential Editor on Page 143
■ Creating a Temporary Credential on Page 151
■ Searching for Credentials on Page 138
■ Using the Credential View Context Menu on Page 135
■ Temporary Credential Tasks on Page 150

Accessing The Credential Editor
Accessing The Credential Editor

You can access the Credential Editor from the C•CURE 9000 Personnel pane.
To Access the Credential Editor

2. Select Credential from the drop-down list in the Personnel pane toolbar.
3. Click to open a Dynamic View showing all Credential objects.

4. Double-click the name of the Credential in the list that you want to edit (or right-click to display the context
menu, then click Edit), and the Credential Editor opens.

Credential General Tab

The Credential General tab allows you to create/edit Temporary Credentials or edit regular Credentials.
The General tab includes the fields that are on the Personnel Credential tab, with the exception of the Credential table
that can show multiple Credentials. The Credential editor shows only one Credential at a time.
Figure 36: Credential General Tab
Credential General Tab Definitions

The fields and buttons on the Credentials General tab are shown in Table 21 on Page 144.
Table 21: Credential General Tab Definitions
Standard Fields
Name The Name associated with the Credential: either the name of a Temporary Credential or the name of a Personnel record with
which a regular Credential is associated.
Partition The Partition in which the Credential resides.
Credential ID The sequence number for each Credential is incremented for each Credential for a given person. This value is unique and thus
useful for importing Personnel and their credentials. This value is auto-generated and cannot be changed.

Credential General Tab Definitions (continued)
Card Number Card Number is a value up to 20 digits in length (with a maximum value of 18446744073709551615).
The card number is manually typed in and need not be unique as long as the CHUID of which it is a part of is unique. The card
number length may be limited to less than 20 digits by the CHUID format you are using.
Example:
A card number of 333 with a facility code of 2 would not conflict with a card number of 333 with a facility code of 3, if the facility
code was part of the CHUID.)
Three fields are filled in when you type a card number in this field:
• The read only Card Number field.
• The read only CHUID Format field.
For a PIN-Only credential, the label PIN is displayed in the CardNumber field. The PIN itself is never displayed in this table.
Access Type The Access Type for each Credential. The value is set to CardAccess if you click Add Card Access or PIN-Only if you click
Add Pin Only Access.
Facility Code The Facility Code for the credential, entered manually, which can be up to 9223372036854775807, unless limited by the
CHUID Format.
Issue Code The Issue Code, usually used to indicate the number of times the credential has been issued. The value can be up to
2147483647, as limited by CHUID Format.
Issue Date The date a Temporary Credential was Issued to a Person.
SMART ID Visible only if a Smart ID CHUID format has been enabled. Represents a 128-bit field used for Smart Card credentials.
This field is read-only unless you select a CHUID format created from the Smart ID CHUID Template (see CHUID Format
Overview on Page 178.
If you select a Smart ID CHUID format, the values you enter into the Smart ID field are used to populate the CardInt2, CardInt3,
and CardInt4 fields, and to generate the read-only CHUID field.
Mobile Num- Visible only if the Smart ID Personnel System Variable is enabled, and you add the field to a Personnel View (Personnel Views
ber Editor on Page 192). See the System Variables chapter in the C•CURE 9000 System Maintenance Guide for information about
System Variables.
The Mobile Number field is read only. Its value is assigned via an external enrollment application.
Credential Blank for a regular Credential.

Status Unassigned, Assigned, or Activated for a Temporary Credential.
CHUID This field shows the CHUID format chosen for each credential. Click the field and then click to choose a CHUID format. A
Format Selection dialog box opens, listing the applicable enabled CHUID formats. For a PIN-Only credential, the PIN-Only CHUID
format is automatically chosen and cannot be changed.
Activation The Activation Date for the credential. The time defaults to the time the credential was created
Expiration Defines the Date and Time when this Card is considered expired. For new regular credentials, this is defaulted to the number of
years specified in the System Options to be added to the Activation Date Time.
Temporary Credential's expire based on the Temporary Credential Activation Default system variable.
Badge Layout Select the Badge Layout to be used for this credential from the list of badge layouts in this selection list.

BLE Visible only if the Smart ID Personnel System Variable is enabled, and you add the field to a Personnel View (Personnel Views
Editor on Page 192). See the System Variables chapter in the C•CURE 9000 System Maintenance Guide for information about
System Variables.
This check box indicates that this credential can be assigned to a mobile device and read by a Bluetooth Low Energy (BLE)
Reader. If this box is not checked, the Credential will not work at the BLE reader.
Card Status
Lost Use this selection to indicate that a badge has been reported lost. (Not applicable to PIN-Only credentials.)
Stolen Use this selection to indicate that the credential has been reported stolen.
Disabled Use this selection to indicate that the badge has been disabled manually or by the system.
Disabled by This read-only field indicates that the credential was disabled by the Disable by Inactivity process. The process sets both the
Inactivity Disabled by Inactivity check box and the Disabled check box to True ( ).
If you clear ( ) the Disabled check box, the Disabled by Inactivity check box is also cleared, and the Disabled by Inactivity
date is recalculated to restart with the current date. The Disabled by Inactivity date is also recalculated to restart with the current
date if the Lost or Stolen check boxes are cleared.
NOTE: For information, see Disabling Credentials for Inactivity Overview on Page 27.
Expired This check box is set to True ( ) when the Expiration date has passed.
Temporary This check box is set to True ( ) and is read-only if the Credential is a Temporary Credential.
New Credentials created with the Credential editor are always Temporary and cannot be changed to regular Credentials in the
Credential editor.
With Existing Credentials (both regular and Temporary) created via the Personnel Credentials tab, you can change the
Temporary setting, so it is possible to change a Temporary Credential to a regular Credential and vice-versa.
However, you cannot change an Unassigned Temporary Credential to a regular Credential.
Extended Fields
Agency Code Identifies the government agency issuing the credential.
System Code Identifies the system in which the card is enrolled and is unique for each site.
Credential This field is available to reflect major system changes.

Series
Credential A value that is set to '1' the first time a card is issued, and is incremented by one whenever a replacement card is issued. The code
Issue can be up to 20 digits in length, but the usual length in a government card format is 1 digit.
HMAC Hash Message Authentication Code. This value is unique for each card record, and is calculated by smart card readers based on
card data, the site key, and the hashing algorithm used by the reader.
The HMAC for a card can be different based on the reader type at which the card is presented because different reader
manufacturers use different hashing algorithms. As a result, you may have to configure multiple card records for a given physical
card if that card will be used for access at multiple reader types.
Set this value to 0 for non-extended cards.
CardInt1- CardInt fields are user-named fields provided for proprietary extended card fields that you may use at your site.
CardInt4

CHUID The Card Holder Unique Identifier (CHUID) is a number generated by the system, based on the CHUID Format and the values
in other credential fields.
The CHUID has an 80-Digit Maximum and a 10-Digit Minimum. It must have an even number of digits. All CHUIDS in the system,
regardless of the format used, must have the same length, so CHUIDs using a shorter CHUID Format are padded with 0s.
PIN Credential
PIN PIN (Personal Identification Number) is a number assigned to a cardholder. The cardholder uses this PIN at keypads when
required. Use this field only if your card readers have keypads.
This PIN field on the Credentials tab is used for PIN-only access credentials. If you are using a General PIN, the PIN is displayed
on the General tab.
Miscellaneous
Personnel A number field usually used in Government extended format access cards. This field is optional and it need not have a unique
Association A number field usually used in Government extended format access cards. This field is optional, and it need not have a unique
Buttons
Click this button to assign a unique random card number to this credential. This card number contains up to the maximum
number of digits for the CHUID format chosen for the credential. For example, the default 'Card Only' CHUID format generates
card numbers with no more than ten digits.
(Generate a
Unique Three fields are filled in when Generate Unique Random Card Number is pressed:
Random Card • The Card Number field in the Credentials data grid.
Number)
• The read only Card Number field
• The read only CHUID format field
This behavior is the same as if a manual entry had been made into the Card Number field of the Credentials data grid.
Validate Click this button to check whether the CHUID for this Personnel record is unique. A dialog box appears that displays the CHUID
CHUID and states whether it is valid (unique) or not.
Uniqueness
Auto Generate Click this button to generate a unique PIN number for a PIN-Only credential. When you click the button, a dialog appears to show
you the generated PIN. This is the only time the PIN is displayed, so you need to communicate it to the person who will be using
the PIN. If you click the button again, a new PIN is generated to replace the previous one.
If a person forgets their PIN, you must replace it with a new PIN. The PIN is encrypted when stored in the database, and there is
no way to look it up.
This button is available only if you are editing a PIN-Only credential.

Credential User-defined Fields Tab
Credential User-defined Fields Tab

The Credential User-defined Fields tab displays the User-defined fields related to Credentials. This tab initially is
blank, but when User-defined fields for Credentials are configured, they are displayed on this tab.
All of the User-defined fields for Credentials are auto-arranged on the tab. There is no capability to edit or re-arrange
the fields.
Figure 37: Credential User-defined Fields Tab

Credential Badging Tab
Credential Badging Tab

The Credential Badging tab displays the badging fields for a single Credential. These fields are also displayed on the
Personnel Badging tab, except that the Personnel Badging tab can display field values about all of a person's badges.
See Personnel Badging Tab Definitions on Page 80 for definitions of the fields on the Credential Badging tab.
For a Temporary Credential, you can use the functions on the Badging tab to configure and print a physical badge to
go with the Temporary Credential.
Figure 38: Credential Badging Tab

Temporary Credential Tasks

You can perform the following tasks with the Credential editor to configure Temporary Credentials.
■ Managing Temporary Credentials on Page 150
■ Creating a Temporary Credential on Page 151
■ Assigning a Temporary Credential on Page 152
■ Activating a Temporary Credential on Page 153.
■ Using Temporary Credentials for Anonymous Visits on Page 154
■ Emailing Reminders to Return Temporary Credential on Page 155
■ Returning a Temporary Credential on Page 156
■ Marking a Temporary Credential as Lost or Stolen on Page 157
■ Deleting an Object on Page 26
■ Searching for Credentials on Page 138.
Managing Temporary Credentials

You can use Temporary Credentials to manage lost or stolen access cards, and to manage access cards for employees
who need temporary access at a site.
For information about using Temporary Credentials with Visitor Management, see the C•CURE 9000 Visitor
Management Guide.
Workflow for Managing Temporary Access Cards

The following is an example of a workflow for managing Temporary Credentials. (This is presented only as an
example to help a site to formulate its own policy.)
Table 22: Temporary Credentials Workflow
Action See...
Establish a reserve of Temporary Credentials for use when Employees forget or lose their access cards. Creating a Temporary
Optionally, if you want to assign Temporary Credentials to anonymous visitors, you can create Personnel Credential on Page 151
records to which you can attach Temporary Credentials and re-use these Personnel records and credentials for Using Temporary Credentials
subsequent visits. for Anonymous Visits on Page
154
Set the Temporary Credentials to expire after a predetermined period, so that un-returned Temporary Creating a Temporary
Credentials cannot be used after that Expiration Date. Credential on Page 151
You can set the Expiration Date and Time when you create the Credential, or when you Activate it. Activating a Temporary
Credential on Page 153
Use Quick Search to display a dynamic view of Personnel when an employee needs a temporary card. Performing a Personnel Quick
Search on Page 30
Right-click on the person and select Assign Temporary Credentials, and select an Unassigned credential Assigning a Temporary
from the dialog box that appears. Credential on Page 152

Table 22: Temporary Credentials Workflow (continued)
Action See...
Email a reminder to a person with a Temporary Credential when the agreed upon date for returning the Emailing Reminders to Return
credential approaches. Right-click on an activated Credential and select Email Reminder. Temporary Credential on
(Only available if the person's email address is entered in their Personnel record.) Page 155
When the person returns the card, use Quick search to display a dynamic view of Personnel including the person. Returning a Temporary
Right-click on the person and select Return Temporary, and a dialog box appears to confirm that the credential Credential on Page 156
has been returned. The Temporary Credential is now Unassigned, and available for use by another person.
Determine which Personnel have not returned Temporary Credentials after the agreed upon period, using the Searching for Credentials on
Credential Quick Search field Cards Issued On or Before (date). Page 138
If a person has not returned the credential by an agreed upon date, you can mark the Temporary Credential as Marking a Temporary
Lost or Stolen to prevent its further use. Credential as Lost or Stolen
You can also use the Expiration Date setting to expire an un-returned Temporary Credential to prevent its on Page 157
further use. Creating a Temporary
If the Temporary Credential is eventually returned, you can clear the Lost or Stolen Card Status, or change the Credential on Page 151
Expiration Date/Time to make the card usable again.
Creating a Temporary Credential

You can create a Temporary Credential using the Credential editor.
Note that the Card Status Temporary field is selected and read-only - you can create only Temporary Credentials in
this manner.
To Create a Temporary Credential

3. Click New to open the Credential editor.
4. Enter a name for the Credential in the Name field.
5. Fill in the Fields such as Card Number, Facility Code, and Issue Code as needed.
6. Select the CHUID Format for the card.
7. Set the Activation and Expiration Dates to meet your needs. For a Temporary Credential, you may wish to set a
short duration, such as 5 days (so that a card that is not returned automatically expires) by making the
Expiration Date 5 days after the Activation Date.
8. Click Save and Close to save your settings and close the Credential editor.
Alternatively you can choose:

■ Save and New - Click to save the current Credential and have the Credential editor stay open so
that you can create a new credential.

■ Save - Click to save all changes to the credential you are editing. The Credential editor remains
open.
■ Create Copy - Click to create a copy of the Credential being edited. If you have not saved the
original, a prompt is displayed asking whether to save the original before creating a copy of the
Credential. The Name, Credential ID, and Card Number fields are blanked, but the values in other
fields are retained.
Assigning a Temporary Credential

You can assign a Temporary Credential to a Personnel record as a temporary replacement for a lost or stolen access
card that can be set up with a managed activation time span, and tracked when returned (or not returned).
The Assign Temporary Credential context menu selection also activates the credential, so you can assign and
activate in one step.
When temporary credentials are assigned and activated in this way, the expiration date is set according to the
Temporary Credential Activation default (see System Variables for Credentials on Page 158).
To Assign Temporary Credentials to a Person

1. Use the Personnel pane Quick Search to find the person's Personnel record on a Personnel Dynamic View. See
Performing a Personnel Quick Search on Page 30.
2. Right-click on the person in the Personnel Dynamic View.
3. Select Assign Temporary Credential. A Name Selection dialog box appears.
4. Select a Temporary Credential that is Unassigned from the dialog box.
(You can select a Temporary Credential that is Assigned or Activated, but if you do so, a Warning appears
stating that the credential will be removed from the person it is currently assigned to if you click OK. Or you can
Cancel, and repeat this step to choose a different credential.)
5. If this person has one or more currently active Credentials, a dialog box appears to let you choose whether to
mark one or more of those Credential as Disabled when the new Temporary Credential is added to the
Personnel record. Select or clear the check box(es) and click OK, or click Cancel to cancel assigning the
temporary Credential.

6. If needed, you can manually change the Card Status of the now Disabled Credential to Lost or Stolen, and the
Lost and Stolen Cards count will be incremented when you save the Personnel record.
Activating a Temporary Credential

You can activate a Temporary Credential that is Assigned to a person, so that the Credential can be used for access.
When you select Activate Credential from the Credential or Personnel Dynamic View context menu, an Activate
Temporary Credential dialog box opens to allow you to set the Expiration Time Span (the amount of time the
Credential remains active) for the Temporary Credential).
Figure 39: Activate Temporary Credential Dialog Box

The default value for the Expiration Time Span is determined by the system variable Temporary Credential
Activation Default. See System Variables for Credentials on Page 158 and the C•CURE 9000 System Maintenance
Guide for more information on System Variables.
Table 23: Activate Temporary Credential
Default Credential Type a number or use the to raise or lower the value.
Expiration Time
The maximum allowed activation time for a temporary credential is 5 Years (equivalent to 1825 days or 43,800
hours).
Years, Days, Hours You can set the duration to Years, Days, or Hours.
Time of Expiration You can specify the Time of Expiration for the Credential by checking the box and typing in a date or using the
to raise or lower the value.
You can only specify the time of expiration if Years or Days is selected. If Hours is selected the ability to specify the
time is disabled.
OK When you click OK, the Temporary Credential is activated.

The Issue Date set to today and the Expiration Date is set to the number of days in the future specified.
Cancel If you click Cancel, the Credential is not modified.
Using Temporary Credentials for Anonymous Visits

You can use Temporary Credentials to set up access for anonymous Visitors if you do not want to create dedicated
Personnel records for these visitors. You can create a pool of Personnel records set aside for anonymous visitors, and
re-use them whenever visitors arrive.
To Configure Access for Anonymous Visits

1. Prior to visitor arrival, create a number of new Personnel records so that you will have a Personnel record for
each visitor.
Example:
"Anon, Visitor #1", "Anon, Visitor #2", "Anon, Visitor #3".
2. Add the appropriate Clearances to each visitor Personnel record.
3. Use Add Card Access in each visitor Personnel record to create an access card, and set the Card Status to
Disabled and Temporary. This ensures that you have a Temporary Credential for each visitor Personnel record,
named accordingly, so it is recognizably associated with each visitor Personnel record. The card is disabled so
that it cannot be used until activated.
Example:
"Anon, Visitor #1" has a Credential named "Anon, Visitor #1", etc.
4. Save and Close each visitor Personnel Record.

5. When one or more visitors arrive, issue them the access cards that correspond to the visitor credentials, and use
either the Credential or Personnel Dynamic View context menu to Activate Temporary Credential. This removes
the Disabled Card Status and makes the cards ready to use.
6. When the visitors return the access cards and leave, use the Credential or Personnel Dynamic View context
menu to Return Temporary Credential, changing the Status back to Assigned and Disabled, so that the
Credentials are available for subsequent visitors.
7. When new visitors arrive, re-issue the access cards and use (Activate Temporary) to activate the cards for the
new visitors.
Emailing Reminders to Return Temporary Credential

You can Email a reminder to personnel who have Activated or Assigned Temporary Credentials that they need to
return their temporary access card.
This selection is only available for Personnel records that have an Email address on the Personnel General tab.
This selection can be used with multiple selections, and an Email failure of one or more selections does not stop the
attempt for other selections.
You can also create and schedule an Event to send out Email reminders for Temporary Credentials. See Credentials
Event Actions on Page 159for more information.
You can use Quick Search for Credentials to show the Temporary Credentials that are Activated and have Cards
Issued On or Before a date you specify, identifying the cards that are appropriate for an Email Reminder.
The Email Reminder sent to a person assigned to the Temporary Credential states:
“You were provided a temporary card on <issue date>. Please return the card at your earliest convenience.”
The <issue date> field is filled in with the appropriate value, and the email is sent to the email address for the
current owner as shown on their Personnel screen.
To Send an Email Reminder to Return Temporary Credentials

2. Select Cards Issued On or Before and click the drop-down arrow to select a date that is "N" days prior to the
current date.
3. Select Activated from the Status drop-down list.

5. The result will be a Dynamic View listing all Temporary Credentials that are still activated after "N" days.
6. Select the rows in the Dynamic View to which you want to send an Email Reminder.
7. Right-click and select one or more rows in the list and choose Email Reminder.
8. The Sending Email Reminder dialog box appears to confirm that Email was sent, or listing the personnel to
whom a reminder could not be sent.

Returning a Temporary Credential

You can return an Activated Temporary Credential, making it Unassigned and available to be assigned to another
Personnel record.
You would perform this action when the person assigned this Temporary Credential no longer needs it.
■ The person is an employee who lost their access card, and needed a Temporary Credential until their card was
replaced.
■ (For Visitor Management only) The person is a visitor who was assigned a Temporary Credential during a visit,
and has finished the visit (no longer needs an access card).
To Return a Temporary Credential from the Credential Dynamic View

3. Select the Is Temporary Credential check box in the Quick Search panel.
4. Click to open a Dynamic View showing all Temporary Credentials.

5. Select the Temporary Credential you wish to return to Unassigned Status.
6. Right-click to open the context menu and select Return Temporary.
To Return a Temporary Credential from the Personnel Dynamic View

2. Select Personnel from the drop-down list in the Personnel pane toolbar.
3. Enter the person's name (full or partial) in the Quick Search panel.
4. Click to open a Dynamic View showing all Personnel that match the Quick Search criteria.
5. Select the person whose Temporary Credential you wish to return to Unassigned Status.
6. Right-click to open the context menu and select Return Temporary.

Marking a Temporary Credential as Lost or Stolen

You mark a Temporary Credential as either Lost or Stolen, making it unavailable to be assigned or activated for
access.
You would perform this action when the person assigned this Temporary Credential:
■ Reports the Temporary Credential Lost or Stolen.
■ Has not returned a Temporary Credential by the agreed upon date.
A Lost or Stolen credential that is used in an attempt to gain access will be rejected.
To Mark a Temporary Credential Lost or Stolen from the Credential Dynamic View
3. Select the Is Temporary Credential check box in the Quick Search panel.
4. Click to open a Dynamic View showing all Temporary Credentials.

5. Select the Temporary Credential you wish to mark as Lost or Stolen Status.
6. Right-click to open the context menu and select either Lost or Stolen.

System Variables for Credentials
System Variables for Credentials

Several System Variables in the Personnel category have an effect on Credentials. See the C•CURE 9000 System
Maintenance Guide for more information on these System Variables.
Maximum Cards Per Person
This system variable lets you set the number of cards that you can add to a single person record. The number must
be between 1 and 5.
Temporary Credential Activation Default
This system variable defines the default in days that a newly activated Temporary Credential remains active. When
you activate a Temporary Credential, you can choose to change this default on the Activate Temporary Credential
dialog box. See Activating a Temporary Credential on Page 153.
Timespan of Expiration
This system variable allows you to specify the time period past the creation date to use for the default expiration date
of a new credential. The Default Credential Expiration Time is expressed in Years, Days, or Hours. When Years or
Days is selected, you can specify the Time of Expiration - the time of day that Expiration occurs.
Example:
If you set the Default Credential Expiration Time to 5 Years and the Time of Expiration at 2:30 PM, a
Credential you create will by default expire after 5 Years, at 2:30 PM.
You can change the Timespan of Expiration for a Temporary Credential when you activate it (see Activating a
Temporary Credential on Page 153).
You can also change the default Timespan of Expiration for a Personnel Type by editing it (see Personnel Type
Overview on Page 106).
Extend Maximum Cards Per Person
This system variable, if set to True, specifies that Credentials with a status of Lost, Stolen, or Disabled do not count
against the limit set by the system variable Maximum Cards Per Person.
For example, if a Person has 2 active Credentials and 3 Lost Credentials on a system with a Maximum Cards Per
Person limit of 3, one more Credential could be added to the Personnel record.
If False, all Credentials count against the limit set by the system variable Maximum Cards Per Person.

Credentials Event Actions

The following actions for managing Temporary Credentials are available for configuration in Events.
Mark Unreturned Temporary Credentials Lost

This action is used to automate the process of marking un-returned Temporary Credentials as Lost. Credentials
marked Lost through this action are treated by C•CURE 9000 as if they were marked Lost in the Personnel editor.
You can create an Event and schedule it to run periodically to invoke this action. The action has a field called
Number of unreturned days that you can set so that any Temporary Credential that has been Assigned or Activated
but not returned after that many days is considered lost.
Marking a Temporary Credential as Lost disables the credential and makes it useless for accessing the site.
When activated, this action searches for all Temporary Credentials that have not been returned for Number of
unreturned days (or longer), and marks each as Lost.
The Personnel record’s Lost Credentials count is incremented by this action.
Mark Unreturned Temporary Credentials Stolen

This action is used to automate the process of marking un-returned Temporary Credentials as Stolen. This action
functions identically to Mark Unreturned Temporary Credentials Lost, except it marks the Temporary Credential as
Stolen instead of Lost. This action gives an additional option for handling un-returned credentials. If marked as
Stolen, the Temporary Credentials are not removed from the Personnel record.
Email Reminders for Unreturned Temporary Credentials

This action is used to automate the process of sending email reminders for un-returned Temporary Credentials. The
action has a field called Number of unreturned days, which is the number of days that the Temporary Credential
has been assigned and not returned.
The action locates each Temporary Credential that has not been returned past the specified number of days and
sends an email to the email address associated with the assigned Personnel record reminding them to return the
credential.
If a Personnel record does not have an associated email address, no email can be sent.


6
Chapter 6 - Custom Clearance
A Custom Clearance is a clearance that gives unique access, individualized by person, to Doors/Door Groups and
Elevators/Elevator Groups. Custom Clearances are configured from a Custom Clearance tab in the C•CURE 9000
Personnel Editor. The Custom Clearance View allows you to view a list of all Custom Clearances in the system, and
sort, filter and group the list. You can then open the Personnel Editor to edit the Personnel record that contains a
given Custom Clearance.
In this chapter
Custom Clearance View 162

Custom Clearance View

The Custom Clearance selection from the Personnel pane lets you display a Dynamic View that lists all Custom
Clearances in the system. Custom Clearances are unique individualized clearances for Doors/Door Groups and
Elevators/Elevator Groups that are associated with specific Personnel records in the system.
Tasks that you can perform using the Custom Clearance View are explained in Custom Clearance Tasks on Page
162.
The Custom Clearance View shows the columns listed by default in Table 24 on Page 162. You can right-click a
column heading to choose additional columns to display.
Table 24: Custom Clearance View Definitions
Columns Description
Personnel Name The full name of the person who owns this Custom Clearance.
Access Type This column displays the type of access each Custom Clearance gives—whether
Door, Door Group, Elevator, or Elevator Group.
Clearance Item Name Displays the name of the Custom Clearance.
Schedule Name Displays the name of the schedule during which this Clearance gives access.
NOTE: In an Enterprise Environment, the Partition Name column also displays by default. It shows the Partition that the Custom Clearance belongs
to—whether Global or a specific local partition on the SAS.
One of the additional columns you can choose to display is 'Name'. It displays a system-
NOTE generated name for the Custom Clearance that is used on the Privilege Editor Exceptions
tab.
Example:
CC_(5001-376064978)
Custom Clearance Tasks

You can perform the following task related to one or more Custom Clearances.
■ You can also have expired Custom Clearances removed from a person's record by creating an Event with a
Remove Expired Custom Clearance from Personnel Action. For information, see Removing an Expired Custom
Clearance from a Personnel Record on Page 163
Using the Custom Clearance View Context Menu

The Custom Clearance View context menu opens when you right-click on one or more Custom Clearances in the
Dynamic View of Custom Clearances.

You can select one or more Custom Clearances in the Dynamic View (using multiple selection combinations such as
SHIFT+Left-click and CTRL+Left-click) and perform one of the following functions supported on the Custom
Clearance View context menu: Edit, Set Property, Export Selection, Find in Audit Log, and Delete. See Using the
Object List Context Menu on Page 24 for information about using the context menu.
Removing an Expired Custom Clearance from a Personnel Record

You can create Events with a Remove Expired Custom Clearance from Personnel Action to delete Custom
Clearances with expired date/times from Personnel records. This allows you to automatically clean up expired
Custom Clearances from people's records. The Event can be configured to run either on a schedule or on demand.
In an Enterprise Environment, Custom Clearances assigned to a:

NOTE
■ Global Personnel record are always global.
■ Local Personnel record are always local.
Consequently, to remove them you must create the following:
■ A separate Event at each local SAS to remove an expired Local Custom
Clearance.
■ An Event on the MAS to remove an expired Global Custom Clearance.
To Create an Event to Remove Expired Custom Clearances

1. In the Navigation Pane of the Administration Client, click Configuration to open the Configuration pane and
select Event from the pane drop-down list.
2. Click New to open the Event Editor.
3. Give the Event an appropriate name and description and enable it..
4. Configure it as you wish on the General, Options and other Event Editor tabs. For information, see "Configuring
an Event" in the C•CURE 9000 Software Configuration Guide.
Example:
• On the General tab, you can arm the Event, set its Priority, and create a Schedule for it.
• On the Options tab, you can choose to have any Event state changes sent to the Journal and/or Monitoring
Station and require the Event to be acknowledged.
5. On the Event Action tab, click Add to create a new Action for the Event.
• In the Action field, click the down-arrow and scroll down to select Remove Expired Custom Clearance from
Personnel from the list.
6. Click Save and Close to accept the selections you have made and save the Event.
- or -
Click Save and New to accept the selections you have made, save the Event, and keep the Event Editor open to
create another Event.
- or -
Click Cancel to discard your selections.


7
Chapter 7 - Images
The Images Editor in C•CURE 9000 lets you import, name and store images that you want to use as dynamic
images on badge layouts.
In this chapter
Images Editor 166

Images Editor
Images Editor
The Images editor selection from the Personnel pane lets you import, name and store images that you want to use as
dynamic images on badge layouts.
Tasks that you can perform using the Images Editor are explained in Images Tasks on Page 166.
Definitions for Images Editor fields and button are covered in Images Definitions on Page 169.
When you display a Dynamic View that lists all images, the list includes the following three types of Images:
Table 25: Personnel Image Types
Image Type Description
System These images are used by C•CURE 9000 and cannot be modified or deleted.
Dynamic Badge Image These are images that you have imported from files using the Images Editor. See Importing an Image on Page 166.
Portrait These are images that you imported or captured on the Personnel Images tab to use as badge portraits.
Images Tasks
You can perform the following task related to Images.
■ Importing an Image on Page 166
Importing an Image
You can import images into the C•CURE 9000 database for use with badges and Personnel records. After you import
an image, you can add it as a dynamic image to a badge layout, and then print a badge that uses that image.
To Import an Image
2. Select Images from the Personnel pane drop-down list.
3. Click New to create a new Image object. The Images Editor opens (see Figure 40 on Page 167).

Images Editor
Figure 40: Images Editor
4. In the Name field, type a name for the Image object.

5. In the Description field, type a textual description that will help to identify this object.
6. Click Import Image. The Import Image dialog box appears (see Figure 41 on Page 168).

Images Editor
Figure 41: Import Image Dialog Box
7. Click the Image Selection tree to navigate to the file you want to import.
8. Click the image file you want to import, and a preview of the image file appears.
9. Click one of the Orientation options to rotate the image, if desired.
10. Click Load Image. The Save Image dialog box opens (see Figure 42 on Page 168).
Figure 42: Save Image Dialog Box

Images Editor
11. You can use the cropping selection box to select the portion of the image to import. You can resize the cropping
selection box by clicking and dragging any of the box’s corners.
12. Click Save to save the image. The image appears in the Image area on the Image Editor.
13. Click Save and Close to save the imported image.
Adding a Dynamic Image to a Badge Layout

To add an imported image to a badge as a Dynamic Image (a graphic on the badge that can be varied on a per
badge basis), you need to import the image, name the image, enter the image name into a customer field in one or
more Personnel records, and specify that customer field as the source for the dynamic image in the badge layout.
To Add a Dynamic Image to a Badge Layout

1. Import an Image (see Importing an Image on Page 166) and save the image with a Name. For this example,
name the image “Badge Image”.
2. Launch the C•CURE ID Badge Designer. See Badge Layout Editor on Page 172.
3. Drag the Image icon to the badge layout and position the image object where you want it on your badge layout.
4. In the Image Processing Panel, click Dynamic Filename, and select a customer field (Text 1 - Text11) to be the
source for the Dynamic Image. For example, choose Text2 to be the field you will use for dynamic images.
5. For each Person's badge that you want the image to appear on, use the Personnel Editor (see Personnel Editor on
Page 40) to edit the text field and type in the name of the imported image object that you saved. For this example,
type in Badge Image.
6. Click Save and Close to save the Personnel record.
7. Repeat Steps 5 and 6 for each badge that you want to include a dynamic image.
8. On the Personnel Editor Badging tab, click Preview Badge to view a preview of the badge to make sure the
dynamic image appears correctly.
Images Definitions
This section defines the fields and buttons on the Images Editor.
Table 26: Images Definitions
Name Type a name for the image that you are importing.
Description Type a description that will help you identify this image or its intended usage.
Image Type The type of image that is being stored. Currently all stored images are Dynamic Badge Images.
Partition A read-only field displaying the partition to which this Image belongs. This field is visible only if the C•CURE 9000 system is
partitioned.
Name of If this image is a Portrait that you captured or imported on the Personnel Images tab, the person to which you assigned this
Person image is listed. This is a read-only field.

Images Editor
Images Definitions (continued)
Image Import Displays the date and time that this image was most recently saved after being imported. This field is read-only and is updated by
Date the system if you re-import a new image into this image object.
Image Size Displays the size of the image.

Measurements are width x height in pixels, uncompressed size in bytes, and compressed size in bytes.
Example:
If the Image Size field displays: 300 x 244 ( 219600 [12042])
This means the images is:
• 300 pixels wide
• 244 pixels high
• 219,600 bytes uncompressed
• 12,042 bytes compressed
Image Displays an image after you import it using the Import Image button.
Import Image This button opens the Import Image dialog box so you can select an image from a local or network drive, and make adjustments
to it. See Importing an Image on Page 166 for more information.
Save and New Click Save and New when you have completed any changes to the image and wish to save those changes, and you want to
create a new Image. The Image you were editing is saved, and a new Image opens (either blank or including template
information if you were using a template to create new Images).
Save and Click Save and Close when you have completed any changes to a Card Format and wish to save those changes.
Close
Click Close when you want to close the Card Format Editor without saving your changes.
changes, or click Cancel to continue editing the Image.

8
Chapter 8 - Badge Layout
This chapter explains how to create badge layouts for access cards in C•CURE 9000 Personnel.
In this chapter
Badge Layout Editor 172

Badge Layout Editor
Badge Layout Editor

A Badge Layout is an object that specifies a badge design created using the C•CURE ID Badge Designer, and allows
the design to be assigned to a badge credential in a Personnel record. The badge layout also allows you to assign up
to three card formats for Magmnetic Stripe Encoding, if your access credentials use mag encoding.
The sections provide more information about using the Badge Layout Editor to define Badge Layouts.
■ Badge Layout Tasks on Page 172
■ Badge Layout Definitions on Page 175
Badge Layout Tasks

You can perform the following tasks with the Badge Layout Editor.
■ Launching the Badge Designer on Page 172
■ Creating a Badge Layout on Page 173
■ Setting Card Formats for Mag Stripe Encoding on Page 174
Launching the Badge Designer

You use the C•CURE ID Badge Designer to create a badge layout, and to edit an existing badge layout.
To Launch the Badge Designer

2. Select Badge Layout from the Personnel pane drop-down list.
3. Click to open a Dynamic View listing all Badge Layout objects.

4. Right-click the Badge Layout in the list that you wish to edit, and click Edit.
The Badge Layout Editor opens (see Figure 43 on Page 173).

Badge Layout Editor
Figure 43: Badge Layout Editor
5. Click Launch C•CURE ID Badge Designer to open the C•CURE ID Badge Designer. (See Figure 44 on Page
174).
Creating a Badge Layout

You can create a new Badge Layout for use with C•CURE ID Badging on C•CURE 9000.
A Badge Layout specifies the badge design that can be assigned to a badge credential in a Personnel record. The
badge design is created using the C•CURE ID Badge Designer.
The badge layout also allows you to assign up to three card formats for Magnetic Stripe Encoding, if your access
credentials use mag encoding.
You can also create a Badge Layout template if you want to create multiple badge designs based on the same badge
properties (such as badge orientation, badge dimensions, background images, Mag Encoding Options, and number
of sides). See Creating an Object Template on Page 19.
Example:
If you want to create a badge with a corporate logo, but have variants of the design for day shift employees,
night shift employees, temporary employees, and security personnel, you could create a badge template with the
basic design, and then create additional badge layouts using the template as a basis, but with a different color
background for each of the badge types.

Badge Layout Editor
To Create a Badge Layout

1. Create a Badge Layout object (see Creating an Object on Page 19).
2. To create a badge design (the actual layout of fields and graphics on an access card) click Launch
CCURE ID Badge Designer.
3. The C•CURE ID Badge Designer appears. (See Figure 44 on Page 174.)
Figure 44: C•CURE ID Badge Designer
4. If you have specified Magnetic Stripe encoding on the badge design, you can assign card formats to the badge
layout. Otherwise Card Format 1, Card Format 2, and Card Format 3 are unavailable. See Setting Card Formats
for Mag Stripe Encoding on Page 174 for more information.
5. To save your new Badge Layout, click Save and Close.
Alternatively, if you want to save the Badge Layout and then create a new one, click Save and New. The current
Badge Layout is saved and closed, but the Badge Layout Editor remains open to allow you to create a new Badge
Layout.
Setting Card Formats for Mag Stripe Encoding

If your access badges use Magnetic Stripe Encoding for access or other purposes, you need to specify how many
Magnetic Tracks are encoded on each badge, and which format each track represents.
To accomplish this, you need to do the following:

■ From the Badge Designer, define the number of magnetic tracks on the badge design.
■ From the Badge Layout Editor, specify the Card Formats for each track on the Badge Layout.

Badge Layout Editor
To Set Card Formats for Mag Stripe Encoding

1. In the C•CURE ID Badge Designer, specify the Magnetic Stripe encoding options you wish to use. You can
specify either two magnetic tracks or three magnetic tracks, and the data that is encoded on each track.
2. Save your badge design and exit the C•CURE ID Badge Designer. You are returned to the Badge Layout Editor.
3. For each magnetic track that you defined on the badge design, select a card format for the data to be encoded on
that magnetic track. Click for the card format you want to specify, and select a Card Format from the
selection dialog box that appears. (Only Card Formats that are valid for magnetic stripe encoding are listed. If the
list is empty, you need to create or modify a Card Format to support magnetic stripe encoding. See the
C•CURE 9000 Card Formats and Smart Card Keys Guide for information.)
4. To save your Badge Layout, click Save and Close.
Badge Layout Definitions

This section defines the fields and buttons on the Badge Layout Editor General tab.
Table 27: Badge Layout Editor Definitions
Name Type a name for the badge layout. Each badge layout must have a unique name.
Description Type a text description for the Badge Layout. This description is visible in the Dynamic View list of Badge Layouts, so it can be
useful in distinguishing one badge layout from another.
Launch Click this button to open the C•CURE ID Badge Designer application, so that you can design the specific layout of a badge.
C•CURE ID
Badge
Designer
Partition A read-only field displaying the partition to which this Badge Layout belongs. This field is visible only if the C•CURE 9000 system is
partitioned.
Card Format Specifies the card format used for encoding the magnetic stripe on the card, if used. If you have specified a magnetic card stripe
1 as part of your badge design in the C•CURE ID Badge Designer, you can click to pick a card format for Magnetic Stripe 1. If you
are not using Magnetic Stripe encoding, this selection is unavailable.
Save and Click Save and Close when you have completed any changes to a Badge Layout and wish to save those changes.
Close
Save and New Click Save and New when you have completed any changes to the Badge Layout and wish to save those changes, and you want
to create a new Badge Layout. The Badge Layout you were editing is saved, and a new Badge Layout opens.

Badge Layout Editor
Badge Layout Editor Definitions (continued)
Create Copy Click Create Copy to create a new Badge Layout object that includes all of the elements of the Badge Layout and the associated
Badge Design. For example, the copied object will have the same Height, Width, Orientation, Card Formats, Captions, etc. as the
original Badge Layout.
Fill in a unique Badge Layout Name and click Save and Close to save the new Badge Layout.
Click Close when you want to close the editor without saving your changes.
changes, or click Cancel to continue editing the Badge Layout.

9
Chapter 9 - CHUID Format
This chapter explain how to edit, enable, and validate CHUID Formats.
In this chapter
CHUID Format Overview 178

CHUID Format Editor 181
Viewing a List of CHUID Formats 187

CHUID Format Overview

C•CURE 9000 provides eleven Card Holder Unique Identifier (CHUID) format templates. You can create additional
CHUID formats by modifying the existing format templates to meet your needs. (CardOnly CHUID format cannot be
modified.)
Each of these format templates is provided to support a different card type and usage. For example, the Card-Facility-
Issue CHUID is provided to support legacy ISC Controller access cards. Similarly, the Government-HMAC CHUID is
intended for sites that need to include an HMAC (Hash Message Authentication Code) in the cardholder identifier.
Depending on the requirements your site has for access credentials, you can use one or more of these formats, and
you can modify the formats you use – as long as those formats can be validated to guarantee that the resulting
credentials are unique on the C•CURE 9000 system.
To use a CHUID format in your Personnel records, that CHUID format must be enabled. By default, only the
CardOnly CHUID format is enabled.
Because C•CURE 9000 uses a Card Reader format to interpret the raw data read from an access card, you should
create a Card Reader format for each CHUID format you enable. You can then assign the Card Reader format to all
readers that you expect to read access cards that use a particular CHUID format. for more information on Card
Reader formats, see the C•CURE 9000 Card Formats and Smart Card Keys User Guide.
To use a different format, you need to open the CHUID Format Editor and create a CHUID format from one of the
templates.
When you make changes to a CHUID format, the C•CURE 9000 Hardware Drivers should not be
NOTE running; changes to the CHUIDs in Personnel records can force a download of card records to the
hardware controllers, and this is not desirable during normal operations. See Applying a
CHUID Format to Existing Credentials on Page 184.
If you plan to modify a CHUID format, it is best to do so before credentials are added to Personnel records because
Credentials significantly lengthen the conversion time (if more than 20,000 credentials exist in the system).
See Table 28 on Page 178 for more information on the CHUID Format templates.
Table 28: CHUID Formats
Format Field (Length) CHUID Notes

Length
Card Only CardNumber 10 The format itself is read-only. You can change the Name and Description fields of the
(10) Format but not data fields, length, or positions.
Card Only 64 CardNumber 20 Card Only 64-bit Unique Identifier template.

Template (20)
Card-Facility-Issue CardNumber 18 This CHUID format is intended to support ISC Controllers.

Template (10)
FacilityCode (4)
IssueCode (4)

CHUID Formats (continued)

Length
Government Card Card Number 16

Template (6)
Agency Code (4)
System Code (4)
Credential
Series (1)
Credential Issue
(1)
Card Only 64 CardNumber 20 Card Only 32-bit Unique Identifier template.

Template (20)
Card-Facility CardNumber 14 This CHUID Format is read-only.

Template (10)
FacilityCode (4)
PIN-Only Template CardNumber 10 The format itself is read-only. You can change the Name and Description fields of the
(10) Format but not data fields, length, or positions.
Government-HMAC CardNumber(6) 26 Intended for sites that need to include an HMAC (Hash Message Authentication Code)
Template AgencyCode(4) in the cardholder identifier.
SystemCode (4)
CredentialSeries
(1)
CredentialIssue
(1)
HMAC (10)
Extended Format Any Fields Between This format is the basis of user-created CHUID formats and the templates other than
10 and CardOnly, Pin Only, and Card Only 64.
80.

CHUID Formats (continued)

Length
Full FASC- CardNumber(6) 32 This Smartcard format is used by 200 bit TWIC/PIV II (Transportation Worker
N CHUID Format AgencyCode(4) Identification Credential/Personal Identity Verification) cards.
(200 bit) Template
SystemCode (4)
CredentialSeries
(1)
CredentialIssue
(1)
Personnel
Identifier (10)
Association
Category (1)
Organizational
Category (1)
Organizational
Identifier (4)
PIV II CHUID Format Card Number 14 This Smartcard format is used to represent the GSA CHUID Format used by PIV II
(75 bit) Template (6) (Personal Identity Verification) cards.
Agency Code (4)
System Code (4)
PIV-I CHUID Format Card Number 80 This Smartcard format is used to represent the GSA CHUID Format used by PIV-I
(128-bit) Template (40) (Personnel Identity Verification) cards.
CardInt1 (20)
CardInt2 (20)
SmartID 128 CardInt2 (15) 40 The Smart ID Credential field is a single 128-bit field. The Smart ID value is divided by
Template CardInt3 (15) the system into the CardInt2, CardInt3, and CardInt4 fields, which make up the Smart
ID 128 CHUID format.. This CHUID format is used to meet the requirements of
CardInt4 (10) FIPS 201.
CardInt2 is the Most Significant Bit (MSB), while CardInt2 is the Least Significant Bit
(LSB).
• CardInt2 is 48 bits (15 MSB digits)
• CardInt3 is 48 bits (15 digits)
• CardInt4 is 32 bits (10 LSB digits)
This format can only be used if the Smart ID Mode System Variable is set to 1. See the
System Variables chapter in the C•CURE 9000 System Maintenance Guide.

CHUID Format Editor
CHUID Format Editor

The CHUID Format Editor allows you to edit and enable any or all of the CHUID formats that are included with
C•CURE 9000, and to customize these formats to meet your site’s needs. The CHUID Format Editor is shown in
Figure 45 on Page 181.
Figure 45: CHUID Format Editor
■ See the CHUID Format Overview on Page 178 for more information about CHUID formats in C•CURE 9000.
■ See CHUID Format Editor Definitions on Page 187 for definitions of the CHUID Editor Fields and Buttons.
■ See CHUID Format Fields on Page 189 for the list of fields that can be included in a CHUID Format.
■ See CHUID Format Tasks on Page 181 for the tasks you can perform using the CHUID Format editor.
CHUID Format Tasks

You can perform the following tasks with the CHUID Format Editor.
■ Creating and Enabling a CHUID Format on Page 182
■ Editing a CHUID Format on Page 183
■ Checking a CHUID Format on Page 184

CHUID Format Editor
■ Applying a CHUID Format to Existing Credentials on Page 184
Creating and Enabling a CHUID Format

■ A CHUID Format should be created from a template (to avoid creating an invalid format) and enabled to be used
in Personnel records.
■ The CardOnly CHUID format is enabled by default.
■ You can create additional CHUID formats from scratch (not recommended) or from the templates and enable
them if you need them.
To Create a CHUID Format from a Template

2. Select CHUID Formats from the Personnel pane drop-down list.
3. Click New to create a new CHUID Format from scratch, or click the drop-down arrow on the New button to
choose a Template to base your CHUID Format on.
New from Template is the preferred method for creating a CHUID format, to minimize potential
NOTE errors.
4. Type in a Name and Description for this CHUID Format.

5. Click Enabled to Enable the CHUID Format.
6. Select ( ) Use this format to decipher unknown CHUIDs in Journal if you want C•CURE 9000 to interpret card
swipes by unknown cards using this CHUID format, so that the resulting Journal entry is more useful. See
Personnel Credentials Tab Definitions on Page 58 for more information.
7. Click Add to add fields to the CHUID Format.
8. To remove a field from the CHUID Fields table, click the row selector to select one or more CHUID format
field rows (hold down SHIFT or Ctrl to select multiple rows), then click Remove to delete the row for this field.
This button is unavailable when no rows exist, or no rows are selected.
9. To change fields that are currently in the CHUID Format, click the drop-down arrow in the Field Name column
and select a new field from the list.
10. Set the Field Length (this will adjust the Start Position and End Position for the field).
11. Repeat steps 6 through 9 as needed for additional fields.

CHUID Format Editor
12. When you have completed all modifications and additions, click Validate Fields to validate the CHUID format
fields before saving your changes to the format.
13. Click Save and Close. If the CHUID Format is longer than all existing ones, a dialog box appears to warn you
about the effects of changing a CHUID format.
Figure 46: Save Warning for CHUID Format
14. Click OK to confirm enabling the CHUID Format, or Cancel to cancel the process.
Editing a CHUID Format

After you save a CHUID format, subsequently you can only modify the Name, Description, and Enabled flag if you
edit the format.
Instead you can use the Create a Copy button to create a new CHUID format using the same settings as an existing
CHUID format. You can edit this copy to make any changes, and then if desired, apply the new CHUID format to all
records that currently use an existing CHUID format.
Modifying a CHUID Format by Creating a Copy
You cannot modify the fields and format length of a CHUID Format after you have saved it.
NOTE
If you need to modify a CHUID Format after saving it, you need to create a copy of the Format, using
Create a Copy, modify the copy, and then apply the new CHUID Format in place of the existing one.
To Modify a CHUID Format

3. Click to open a Dynamic View listing all CHUID Format objects.

4. Select the CHUID format that you want to modify from the list.
5. Double-click the CHUID format to edit it (or right-click and choose Edit from the context menu). The CHUID
Format Editor opens.
6. Click Create Copy to make a copy of the existing CHUID format.
7. You can name the CHUID Format by typing in the Name field.
8. You can modify the Description of the CHUID Format by typing in the Description field.

CHUID Format Editor
9. You can select the Enabled flag to make the CHUID Format available for assignment to Personnel records. Or
you can clear the field if you do not want the CHUID Format Enabled. (If a CHUID Format is currently assigned
to one or more Personal records, you cannot clear this field.)
10. You can click Add to add a field to the CHUID format. A new row appears in the CHUID Fields table.
11. Select a field for the row from the Field Name drop-down list.
12. Type in the field length of the field into the Length column.
13. To remove a field from the CHUID Fields table, click the row selector to select one or more CHUID format
field rows (hold down SHIFT or Ctrl to select multiple rows), then click Remove to delete the row for this field.
This button is unavailable when no rows exist, or no rows are selected.
14. You can change the position of a field in the CHUID Format by using the Move Up button to move the field's
row up in the table, or use the Move Down button to move the field's row down in the table.
15. You can change the Length of an existing field by typing the length into the Length field.
16. Click Save and Close to save your changes. If the CHUID Format is longer than all existing ones, a dialog box
appears to warn you about the effects of changing a CHUID format. See Figure 46 on Page 183.
17. Click OK to confirm enabling the CHUID Format, or Cancel to cancel the process
Applying a CHUID Format to Existing Credentials

You can replace an existing CHUID Format for all existing Credentials assigned that CHUID Format. You use the
Apply this CHUID Format button to replace the existing CHUID Format in all Credentials using that CHUID Format.
You can use the Check whether this change will be valid button to learn if any Credentials will fail to be changed to
the new CHUID Format, prior to attempting to apply the new Format. You can then examine these Credentials to
determine if you can modify them to work with the new CHUID Format. If a Credential during the Apply this
CHUID Format process, the Credential retains its current CHUID.
You can perform the following CHUID Format tasks:

■ Checking a CHUID Format on Page 184
■ Applying a CHUID Format on Page 185
Checking a CHUID Format
To Check a CHUID Format

1. In the CHUID Format editor, open the CHUID Format you want to use to replace an existing format.
2. Click and select the CHUID Format you want to replace. The Check whether this change will be valid
button becomes enabled.
3. Click Check whether this change will be valid.
The system performs a test and displays a Testing dialog box (Figure 47 on Page 185) that shows if any
Credentials would fail to be applied.

CHUID Format Editor
Figure 47: CHUID Testing Progress Dialog Box
4. If you are satisfied with the result, you can apply the CHIUID Format using the Apply this CHUID Format
button. See Applying a CHUID Format on Page 185.
5. You can save the CHUID Format by clicking Save and Close.
Applying a CHUID Format
If you want to apply a CHUID Format to existing Credentials that currently use a different CHUID Format, you can
edit the CHUID Format you want to apply and use the Apply this CHUID Format button to apply the format,
replacing the selected format in any Credentials that use that format.
6. Open the CHUID Format you want to apply in the CHUID Format editor.
7. Click to choose the CHUID Format you want to replace. a selection dialog box appears listing the
CHUID Formats you can replace.
8. Click Apply this CHUID Format.
9. A confirmation dialog box appears asking you if you are sure you want to apply the CHUID format.
If you are changing the CHUID on a database with a large number of credentials, it can take a long time to
update all CHUIDs, especially if the new CHUID format length causes all CHUIDs in the system to change.
A CHUID Progress dialog box appears (Figure 48 on Page 186) to allow you to keep track of the changes.

CHUID Format Editor
Figure 48: CHUID Validation Progress Dialog Box
10. Click OK to close the dialog box.

Viewing a List of CHUID Formats

You can view a list of all CHUID Formats by opening the default Dynamic View for CHUID Formats.
To View a List of CHUID Formats

3. Click to open a Dynamic View listing all CHUID Format objects.

4. You can sort, filter, and group items in the list.
5. You can right-click a CHUID Format in the list to open the context menu and perform any of the functions on
that menu. See "Using the Object List Context Menu" in the C•CURE 9000 Getting Started Guide for more
information.
6. If you want to view a list of CHUID Format Templates, select the Template check box in the Search pane, then
click .
CHUID Definitions
This section defines the fields and buttons on the CHUID Format Editor General tab.
CHUID Format Editor Definitions

Table 29 on Page 187 describes the fields on the CHUID Format Editor.
Table 29: CHUID Format Editor Definitions
Field Description
Name The name of the CHUID format. The Maximum length can be 100 characters.
Description Textual description of the CHUID. The maximum length for the Description is 500 characters.
Partition A read-only field displaying the partition to which this CHUID Format belongs. This field is visible only if the C•CURE 9000
system is partitioned.
Enabled This flag is used to indicate whether the CHUID Format can be selected for any card records. If Enabled is not selected,
you cannot assign the format to a Personnel record.
If a CHUID Format is currently enabled, and the format is currently assigned to one or more Personnel records, you will
receive an error message if you try to clear the Enabled field and save changes to the CHUID. You cannot clear the
Enabled field until you remove the CHUID from any Personnel records to which it is assigned.
You can view a list of Credentials to determine what CHUID formats are assigned to each Credential.
CHUID Length A read-only field that specifies the number of characters in the CHUID Format. This value is calculated from the lengths of
the individual fields in the CHUID Format.

CHUID Format Editor Definitions (continued)
Field Description
CHUID Format Type A read-only field that identifies the the type of CHUID Format that this CHUID Format is based upon. Possible Values are:
Card Only - based on the 10-character Card Number.
Card Only 64 bits - based on a 20-character Card Number.
PIN Only - based on a 10-character PIN.
Extended Format - an extensible CHUID Format that lets you add or remove fields.
Used by 128 bit A Checkmark in this read-only field indicates that this card format was created from the 128 bit CHUID Format Template
SmartID for Smart ID usage.
Use this format to If you select ( ) this option, C•CURE 9000 will try to interpret card swipes by unknown cards using this CHUID format, so
decipher unknown that the resulting Journal entry is more useful.
CHUIDs in Journal Example:
If you swipe an unknown card at a reader, as message similar to this appears:
“Rejected (Unknown card)(1001000278) access request at ‘door 1 [Default]’ (IN)”
If you have selected this option for the Card-Issue CHUID Format, the card number is interpreted using that
CHUID Format:
“Rejected (Unknown card)(Card: 100100027 Issue: 8) access request at ‘door 1 [Default]’ (IN)”
CHUID Fields The field selections are those of the Personnel Identifier and the standard extended card fields. You can specify any
number of fields until the maximum number of digits is reached.
The field order is fixed, and cannot be changed by Operator. A CHUID Format must have at least one field to be saved
Length The length of the selected field.
Starting Position The calculated starting position of the field in the CHUID format. This is a read-only field that is automatically calculated
based on the previous field’s length.
Ending Position The calculated ending position of the field in the CHUID format. This is a read-only field that is automatically calculated
based on the field’s length.
CHUID Format Editor Buttons

Table 30 on Page 188 describes the buttons on the CHUID Format Editor.
Table 30: CHUID Format Editor Buttons
Button Description
Save and Close Click Save and Close when you have completed any changes to a CHUID Format and wish to save those changes.
Create Copy Validates that:

• There are no duplicated CHUID fields
• All fields have valid, non-zero lengths
• The length of the CHUID Format is not odd
• The length of the CHUID is greater than 10 and less than 80.
Add Click this button to add a new row to the table representing the CHUID fields in this CHUID Format

CHUID Format Editor Buttons (continued)
Button Description
Remove
Click the row selector to select one or more CHUID format field rows (hold down SHIFT or Ctrl to select multiple rows),
then click this button to remove the row for this field. This button is unavailable when no rows exist, or no rows are selected.
Validate Fields Validates that any change to the CHUID format fields does not cause any CHUID Format Violations.
This button validates that the fields are the correct length; it does not validate the CHUID format against existing Personnel
records.
Move up Click this button to move the selected row up one position in the CHUID Fields table, changing the order of the fields in this
CHUID Format. This can be useful if the order of fields on your access cards does not match the default order of fields in the
CHUID Format.
Move down Click this button to move the selected row down one position in the CHUID Fields table, changing the order of the fields in this
CHUID Format. This can be useful if the order of fields on your access cards does not match the default order of fields in the
CHUID Format.
Check whether Click this button to check if all CHUIDs that would be changed have the correct length and fields. Displays a CHUID Validation
this change will Progress dialog box that reports any errors.
be valid
To make this button available, you need to click and select the CHUID format you wish to replace. Clicking this button will
not replace the CHUID format, only test to see the results if the CHUID format were replaced.
Apply this Click this button to replace an existing CHUID format with the CHUID format you are currently editing. All credentials that use
CHUID Format the selected CHUID format will be changed.
To make this button available, you need to click and select the CHUID format you wish to replace.
Click Close when you want to close the CHUID Format Editor without saving your changes.
changes, or click Cancel to continue editing the CHUID Format.
CHUID Format Fields

The following fields can be part of the CHUID Format. The fields are predetermined to be in the order listed below.
Example:
If Card Number is part of the CHUID, it will always be the first field in the CHUID.
■ Card Number
■ Facility Code
■ Issue Code
■ Agency Code
■ System Code
■ Credential Series
■ Credential Issue
■ HMAC
■ CardInt1 – CardInt4

■ Personnel Identifier (Credentials Tab)

■ Association Category (Credentials Tab)
■ Organizational Identifier (Credentials Tab)
■ Organizational Category (Credentials Tab)
Be aware that using Personnel Identifier, Association Category, Organizational Identifier, or

NOTE Organizational Category in a CHUID format can significantly slow processing of bulk updates of
Personnel such as Imports.

10
Chapter 10 - Personnel Views
The C•CURE 9000 Personnel Views Editor is used to create Personnel Views that allow you to customize the fields
displayed in the Personnel Editor when an Operator edits a Personnel record.
In this chapter

Personnel Views Layout Designer Tab 199
Personnel Views Labels Tab 214
Personnel Views Options Tab 218
Personnel Views Properties Panel 220
Personnel Views Properties Tab 224
Personnel Views Fields and Controls Tab 229

Personnel Views Editor

A C•CURE 9000 Personnel View is used to provide the Personnel editor with a customized ‘view’ - a set of tabs that
display only the fields that a given Operator needs to edit Personnel records at your site.
With the Personnel Views editor, you can change the appearance of Personnel screens in C•CURE 9000, customizing
the Personnel editor to show different fields and tabs. You can also add User-defined fields that you have configured
to the Personnel Views (see the User-defined Fields chapter in the C•CURE 9000 Software Configuration Guide for
more information about User-defined fields).
You can then edit a Personnel record using your new views to test them for appearance and function before making
them available to C•CURE 9000 Operators (see Assigning Personnel Views to Operators on Page 196).
The following sections provide more information about the Personnel Views editor and tasks you can perform using
it.
■ Personnel Views Editor Tabs on Page 193.
■ Personnel Views Editor Tasks on Page 194.
■ Layout Designer Tab Tasks on Page 199.
Some of the changes that you can make with the Personnel Views editor are:
■ Change the fields that are displayed on a Personnel editor view - see Adding a Field to a Tab on Page 204.
■ Create new tabs for a Personnel editor view - see Adding a Tab to a View on Page 209.
■ Change the size, location, and label of fields - see Changing Field Properties on Page 208.
Changes to the labels of fields that are made using the Personnel View do not affect the label used for
NOTE those fields on Dynamic Views, Reports, Exports, Imports, and Queries.
Changes to the labels of fields that are made using the language translation features of the Multi-
language User Interface Editor do affect the label used for these fields by dynamic views, queries,
reports, and exports. See the chapter in the C•CURE 9000 System Maintenance Guide on displaying
C•CURE 9000 in multiple languages.
Changes to the labels on fields that are made using the Customer Field editor on the Customer tab
and Extended Customer tab do affect the label used for these fields on Dynamic Views, Reports,
Exports, Imports, and Queries. See Understanding Personnel Views and the Customer Field Editor on
Page 193.
■ Move fields from one tab to another - see Moving a Field to Another Tab on Page 205
■ Remove a field from the View - see Removing a Field on Page 207
■ Adjust the tab order of fields on a tab - see Setting the Tabbing Order for a Personnel View on Page 210.
Default Personnel Views

C•CURE 9000 provides two default Personnel views that cannot be modified or deleted, but can be saved as a copy
(see Creating a Copy of a Personnel View on Page 195) for use as the basis of your customized Personnel Views:
■ Default Personnel Edit View – this view is similar to the Personnel editor in previous versions.

■ Personnel View with Header – this view shows the placement of Personnel Name-related fields so that they are
not contained on a single tab, but are visible at all times. It contains fewer fields per tab (the Name header makes
the size of each tab smaller).
If you want to prevent Operators from accessing one or more of the Default Personnel Views, you can
NOTE create an exception in the Operator Privilege. See Assigning Personnel Views to Operators on Page
196
Understanding Personnel Views and the Customer Field Editor

The Customer Field editor lets you rename, move, and hide fields on the Personnel Editor Customer tab and
Extended Customer tab, in one or more languages. The changes you make on these tabs using the Customer Field
editor, particularly to the names of the fields, affect how these fields are displayed in Dynamic Views, Reports,
Exports, Imports, and Queries.
Moving, and hiding fields using the Customer Field editor does not affect existing Personnel Views,
NOTE but does affect Personnel Views created subsequently.
Renaming a label using the Customer Field Editor does affect existing Personnel View.
Example:
If you use the Customer Field editor to change the name of the Text1 field to Department Name, subsequently
when you display a Dynamic View of Personnel, one of the columns that you can choose to display is now
Department Name rather than Text1. Similarly, if you create a Personnel Report, you can display the contents of
the Department Name field on the Report.
However, if you did not change Text1 to Department Name in the Customer Field editor, and instead used the
Personnel Views editor to change the Text1field label on the Customer tab, the field appears as Text1 in Dynamic
Views, Reports, Exports, Imports, and Queries.
This is because you are only changing the field’s label when you use the Personnel Views editor. You are not
changing the meaning of the field outside of the Personnel View. You are just changing the way the field is labelled
on one specific Personnel View - other Personnel Views can display the field differently.
Basic Guidelines
Customer Field editor - use to change the name of a field on the Customer tab or Customer Extended tab when you
want to change the way the field is displayed by C•CURE 9000 in Personnel, Dynamic Views, Reports, Exports,
Imports, and Queries.
Personnel Views editor - use when you want change the label of a Personnel field on any tab in a specific Personnel
View. The change does not appear on Dynamic Views, Reports, Exports, Imports, Queries, or on any other Personnel
View.
Personnel Views Editor Tabs

The Personnel Views Editor provides several tabbed views that you can use to configure the fields and tabs in your
Personnel View. The editor also provides a View Properties form. The following sections give more information
about each Personnel Views Editor tab and how to use it.
■ Personnel Views Layout Designer Tab on Page 199.

■ Personnel Views Labels Tab on Page 214.

■ Personnel Views Options Tab on Page 218.
■ Personnel Views Properties Panel on Page 220.
■ Personnel Views Properties Tab on Page 224.
■ Personnel Views Fields and Controls Tab on Page 229.
Figure 49: Personnel Views Editor
Personnel Views Editor Tasks

You can perform the following tasks with the Personnel Views Editor to configure a Personnel View.
■ Personnel Object Tasks on Page 19.
■ Accessing the Personnel Views Editor on Page 195.
■ Creating a Copy of a Personnel View on Page 195.
■ Using the Personnel Views List Context Menu on Page 196.

■ Assigning Personnel Views to Operators on Page 196.
Accessing the Personnel Views Editor

You can access the Personnel Views Editor from the C•CURE 9000 Personnel pane.
To Access the Personnel Views Editor

1. Display a Dynamic View list of Personnel Views (see Using the Personnel Views List Context Menu on Page
196).
2. Double-click the name of the Personnel View in the list that you want to edit, and the Personnel Views Editor
opens (see Figure 50 on Page 195).
Figure 50: Personnel Views Editor
Because the Personnel Views editor needs to load Personnel View data and the tools to
NOTE edit this data, as well as any User-defined Fields included in the View, the Personnel
Views Editor typically takes longer to load than the Personnel editor.
Creating a Copy of a Personnel View

You can create a copy of a Personnel View by using the Create Copy button in the Personnel Views Editor. When
you create a copy of a Personnel View, everything in the view you copied is duplicated in the new View except the
name of the view. When you save the new view you must give it a new object name that is unique.

A copy of a view differs from a Personnel View Template in that the original and the copy
NOTE can both be used to edit Personnel records and can be assigned to Operators. A Personnel
View Template cannot be used to edit or modify Personnel records and it cannot be
assigned to Operators – it is used strictly as a model for creating new views.
To Create a Copy of a Personnel View

1. Open the Personnel View you wish to copy. (See Accessing the Personnel Views Editor on Page 195.)
2. Click Create Copyr. A copy of the Personnel View you were editing is created and opened in the Personnel
Views Editor.
3. Type a unique name for the new Personnel View in the Name field.
4. Make any editing changes you wish to the Personnel View.
5. Click Save and Close to save your new Personnel View.
Using the Personnel Views List Context Menu

The Personnel Views context menu that opens when you right-click on one or more Personnel Views in the list of
Personnel Views includes selections that are common to all objects. See Using the Object List Context Menu on Page
24 for more information on the common selections.
Assigning Personnel Views to Operators

When you create a new Personnel View and enable the view, Operators who have Privileges to access Personnel are
given read-only access to the new view (provided the new view resides in a Partition that the Operator can access),
and they can use the views to edit Personnel. If a view is not enabled, Operators cannot use it.
You can control how Operators can use Personnel Views to create or edit Personnel Records. See Personnel Views
Options Tab on Page 218.
If you create a Personnel View in the Default Partition, any Operator who has the Privilege
NOTE Access to Common Objects has read-only access to the view unless you remove access by
creating an exception.
Conversely, if you do not want an Operator to have any access to a Personnel View (either one you created or a
Default Personnel View), you need to use the Privilege editor to prohibit that access by adding an exception.
To Assign a Personnel View to an Operator

1. Click Configuration in the Navigation pane.
2. Select Privilege from the Configuration pane drop-down list.
3. Click New to create a new Privilege (or edit an existing Privilege by clicking , selecting the Privilege from
the Dynamic View that appears, and double-clicking).
4. Click Personnel Views in the list of Classes. The Permissions list for Personnel Views appears in the
Permissions box.

5. Click in the Grant column for permissions you wish to give to Operators with this Privilege.
Example:
If you do not want Operators with this Privilege to be able to access any Personnel Views, click in the No
Access row.
6. If you want to set specific Permissions for individual Personnel Views:
a. Click on the Exceptions tab.
b. Click Personnel Views in the list of Classes.
c. Click Add to select one or more Personnel Views from a list, and click OK to add them to the Exception
Objects table.
d. Click on the row for a Personnel View in the Exception Objects table.
e. Click in the Grant column for permissions you wish to give to Operators with this Privilege.
7. When you are done setting Permissions, click Save and Close to save your settings and close the Privilege editor.
8. If this Privilege is not already assigned to your Operator(s), select Operator from the Configuration pane drop-
down list.
9. Click and select the Operator from the Dynamic View that appears, and double-click to edit the Operator.
10. To add the Privilege to this Operator, click Add in the Privileges and Schedules table.
11. Click in the new row in the Privilege column, then click to select the Privilege to add.
12. Click on a Privilege in the Privilege dialog box that appears.
13. Click in the new row in the Schedule column, then click to select the Schedule for the Privilege.
14. Click Save and Close to save your settings and close the Operator editor.
To Remove Access to a Personnel View from an Operator

1. Click Configuration in the Navigation pane.
2. Select Privilege from the Configuration pane drop-down list.
3. Click to select the Privilege that you wish to edit from the Dynamic View that appears, and double-click it.
4. Click the Exceptions tab.
5. Click Personnel Views in the list of Classes.
6. Click Add in the Exception Objects box.
7. Click the Personnel View(s) that you want to prevent Operators with this Privilege from using. You can use
multiple selection (CTRL+Shift for a range or CTRL+Left-click for individual Privileges) to pick more than one
Personnel View.
8. Click OK and these exceptions are added to the Exception Objects table.
9. In the Permissions table, click in the Grant column to set the permission exceptions.
• If you select No Access, the Operators with this Privilege are not able to access (or even see) the selected
Personnel Views.

• If you select Read, they are only able to view these Personnel Views, but not edit the contents.
10. When you are done setting Exceptions, click Save and Close to save your settings and close the Privilege editor.

Personnel Views Layout Designer Tab

The Personnel Views Layout Designer tab lets you change the content and appearance of the Personnel editor in a
particular Personnel View. You can move, remove and resize fields, add/remove tabs and boxes, and adjust the
view to accommodate different languages in order to tailor the Personnel View to the needs of your Operators.
Figure 51 on Page 199 shows the Personnel Views Layout Designer tab.
Figure 51: Personnel Views Layout Designer Tab
■ See Layout Designer Tab Tasks on Page 199 for a list of the tasks you can perform from the Layout Designer tab.
■ See Personnel Views Layout Designer Tab Definitions on Page 212 for definitions of all fields and buttons on the
Personnel View Layout Designer Tab.
Layout Designer Tab Tasks

See the following sections for instructions on performing Layout Designer tasks.

■ Displaying the Layout Designer in a Floating Window on Page 200

■ Selecting a Language on Page 201
■ Restoring Labels on Page 202
■ Restoring a Layout on Page 203
■ Selecting Objects in the Layout on Page 203
■ Moving a Field to the Front or Back on Page 205
■ Moving a Field to Another Tab on Page 205
■ Moving a Field to a Different Group Box on Page 206
■ Resizing a Field on Page 206
■ Removing a Field on Page 207
■ Aligning Fields on Page 207
■ Changing a Field Label on Page 208
■ Changing Field Properties on Page 208
■ Adding a Tab to a View on Page 209
■ Removing a Tab on Page 210
■ Adding a Group Box on Page 211
Displaying the Layout Designer in a Floating Window

You can display the Layout Designer in a floating window outside the C•CURE 9000 Content pane. Being able to
move the Layout Designer to a screen location outside of the C•CURE 9000 Admin application can be useful if you
want to see how an existing Personnel screen appears while you are designing a new view. Also, you can make the
floating window larger or smaller so that you can see more of less of the layout design, as is convenient.
To Float or Dock the Layout Designer

■ Double-click on the title bar of the Layout Designer to float the window. You can then move it anywhere on the
desktop.
■ Double-click on the title bar of a floating Layout Designer window to dock the window (return it to the Personnel
Views Editor window).

Figure 52: Float Layout Designer to Move it on Desktop
Selecting a Language
When you are editing a Personnel View, you can make changes to the way the Personnel View appears in one or
more languages.
When you use the Personnel Views Editor to make changes in any language, you are
NOTE changing only the label of the fields in the Personnel View only, not the meaning of the
field, or how it is used by C•CURE 9000 for other purposes such as Dynamic Views,
Reports, or Queries.
Also, you can only make language changes for language versions currently residing on your system. When you
choose a language from the Language field drop-down list, the list only contains the languages for which language
resources already exist on your system.
There are two ways for language resources to be added to a C•CURE 9000 system.

■ Install a C•CURE 9000 Language Pack. See the C•CURE 9000 Installation and Upgrade Guide for more
information.
■ Create a language translation using the Multilingual User Interface Editor, a purchaseable option. See the
C•CURE 9000 System Maintenance Guide for more information.
Language resources created via the first two methods can be manually installed on a remote C•CURE 9000 client
To Select a Language
1. From the Personnel View Layout Design tab, click the down-arrow in the Language field. A list appears showing
the available languages on your system.
2. Select a language from the Language drop-down list. The resources for that language are applied to the fields on
your Personnel View.
Restoring Deleted Objects

If you delete an object (such as a field, label, GroupBox, or Tab) you can restore it by clicking Ctrl+z. You can restore
multiple deletions by repeating the Ctrl+z key combination.
Example:
If you delete the First Name field, the Customer Tab, and the PIN Group Box, you can click Ctrl+z three times to
restore the deleted objects.
Ctrl+z does not restore changes to object properties.
Example:
If you change the label for Last Name to “Surname’ and the BackColor to ‘Red’, then click Ctrl+z, the previous
property values are not restored.
Restoring Labels
You can restore all the labels in a Personnel View to the default values of the Default Personnel View using the
Restore Labels button on the Layout Designer or on the Labels tab. Clicking this button restores all field labels to the
value they have in the default Personnel View. This button does not restore fields that you have moved to a different
tab or removed from the view.
You can restore an individual label by selecting the labe and setting the UseDefaultLabel property on the Properties
tab to True.
To Restore All Labels

1. Open the Personnel View for editing. See Accessing the Personnel Views Editor on Page 195.
2. Click Restore Labels on the Layout Designer tab.
3. Click Yes to confirm your action. All labels are changed to the default values that are in the Default Personnel
View.

Restoring a Layout
You can restore a Personnel View to the original default layout of the Default Personnel View (including tabs for
User-defined fields). TheRestore Layout button on the Personnel View Layout Designer can be used to discard any
layout changes you have made, so that you can start again with the Default layout.
If you created your Personnel View from a Personnel View Template and you click
NOTE Restore Layout, the Layout is restored to the original default settings, not to the settings
saved in the template. Additionally, any User-defined Fields that are accessible to the
current Operator are added to the restored view.
To start again from the template, create a new Personnel View from the template.
To Restore a Layout
1. Open the Personnel View for editing. See Accessing the Personnel Views Editor on Page 195.
2. Click Restore Layout on the Layout Designer tab.
3. Click Yes to confirm your action. All tabs in the View are changed to the default fields and positions that are in
the Default Personnel View.
Selecting Objects in the Layout

You can select one or more objects on the Layout Design tab using the mouse and keyboard, so that you can move
these objects, change these object’s properties, or change their front-to-back order relative to other objects on the
layout design. See Table 31 on Page 204 for a list of selection methods.
Example:
If you wish to change the background color of a field and its label, then move the field and label to a new
position on the layout, you can select both the field and its label so that your changes apply to both.
When you select an object, the selection handles (black or white squares at the edges of the field or button) used to
move and resize the object become visible. See Figure 53 on Page 203.
Figure 53: Selection Handles
When you select multiple objects, the first object selected has white handles and is the ‘active’ object – if you choose
to align the objects, they align with the object selected with white handles. If you select multiple objects, you can re-
click one of the objects to make it the ‘active’ (white handle) object (see Figure 54 on Page 204).

Figure 54: Active Selection Handle
Table 31: Selecting Objects in the Layout Design Tab
To Select: Do:
Field, Label, or Tab Left-click on the object.
More than one object, CTRL+Left-click on each object

such as a Field and its or
Label.
SHIFT+Left-click on each object.
The first object you select is ‘active’ (white handles).
Multiple Objects Left-click on an empty spot in the layout and drag the mouse pointer to draw a selection box around multiple objects.
When you release the left mouse button, all the objects within (even partially) the selection box are selected.
The object nearest the top of the selection box is ‘active’ (white handles).
Adding a Field to a Tab

You can add a field to a tab by selecting the field in the Fields and Controls tab (see Personnel Views Fields and
Controls Tab on Page 229) and dragging it to the a tab in the Personnel View.
The Fields and Controls tab includes two types of fields that you can add:
■ Fields that were previously removed from the Personnel View.
■ User-defined fields that were added to C•CURE 9000, but have not yet been added to this Personnel View.
Moving a Field or Label

You can change the location of a field or label on a view tab by selecting it with the mouse and dragging it to a new
location.

To move a field from one tab to another, you must remove the field from the tab it is located on, then
NOTE add the field to the other tab. See Moving a Field to Another Tab on Page 205 for more information.
Fields and their labels must be selected together (see Selecting Objects in the Layout on Page 203) if
NOTE you want to move them together. If you select and move the field alone, its label does not move.
To Move a Field or Label

1. Click on the field or label you want to move. (You can use multiple selection methods to select more than one
field or label – see Selecting Objects in the Layout on Page 203).
The selection handles for the object become visible. See Figure 53 on Page 203 for an example.
2. Hover the mouse over the selected objects until the cursor changes to , then hold down the left mouse button
and drag the objects to a new position.
3. Release the mouse button to complete the move.
Moving a Field to the Front or Back

You can move objects in the layout so that they are behind or in front of other objects using the Bring to Front and
Send to Back selections on the Layout Design context menu.
If multiple objects overlap, you can repeat these functions to position the objects.
Example:
You have a Group Box, a field and text label, and a label with a colored background. You want the field and text
label on top, the Group Box on the bottom, and the colored label in front of the Group Box but behind the field
and label. If the colored label is in completely in front of the field and its label, you can select the colored label
and click Send to Back. But now it is under the group box. You can select the Group Box and click Send to Back
so that the group box is behind the colored label, and the colored label is behind the field and its label.
To Move a Field to the Front or Back

1. Click on the field, label, or object you want to move. (You can use multiple selection methods to select more than
one field or label – see Selecting Objects in the Layout on Page 203).
2. Hover the mouse over the selected object(s), then right-click to open the context menu.
• Click Bring to Front to move the object(s) on top of other objects that it overlaps.
• Click Send to Back to move the object(s) behind other objects that it overlaps.
Moving a Field to Another Tab

To move a field (or other object) to a different tab, you need to remove it from its current tab and then add it to the
other tab. When you remove a field, the field and its label are placed on the Fields and Control tab as a single entity.
From there you can drag the field to another tab.
To Move a Field to Another Tab

1. Select the field you want to move.

2. Right-click and select Delete. The field – and its label – are removed from the tab and placed in the Hidden
Fields folder in the Fields and Controls pane.
3. Click the tab on which you wish to place the field.
4. Click on the Fields and Controls tab of the Properties Form.
5. Locate the field you wish to place on the tab within the Hidden Fields folder, in a subfolder named for the tab
where the field was originally.
Example:
If you deleted the field from the General tab to move it to the Badging tab, look in the General folder to find
the field.
6. Select the field and drag it to a position on the tab. The field and its label are placed on the new tab.
7. You can then drag the field and label with the mouse to a precise location.
Moving a Field to a Different Group Box

You can move a field from one Group Box to another, or from anywhere into a Group Box.
To Move a Field to a Different Group Box

1. Select the field (and optionally its label) you want to move.
2. .Click the left mouse button and drag the selected object(s) to the new position inside the Group Box.
3. Release the mouse button to drop the object(s).
Resizing a Field
You can resize a field or other object such as a label or Group Box using the mouse or by changing the size property
in the Properties panel
Not all fields are resizable (for example, check box controls shrink and grow with the length of the text label).
When you resize a field or label, you should consider the potential size for text if the Personnel View
NOTE is translated into a language that typically needs larger field and label sizes, because the positions
and sizes of the controls in a Personnel View are the same for any language the system is configured
to use.
To Resize a Field Using the Mouse

1. Select the field that you want to resize by clicking it. Selection handles (see Figure 53 on Page 203) appear along
the field’s edges.
2. Click and hold the left mouse button on a selection handle and drag to make the field larger or smaller.
To Resize a Field Using the Properties Panel

1. Select the field that you want to resize by clicking it.
2. Display the Properties tab for the field (see Personnel Views Properties Tab Definitions on Page 224).

3. Click in the Layout>Size field.

4. Change the first number to change the field Width; change the second number to change the field Height.
Example:
The field size is currently 500,200. To change the Height to 300 change the field size to 500,300.
Removing a Field
You can remove a field from the Personnel View. A field that is removed from the Personnel View is listed in the
Fields and Controls tab tree view until it is again placed on a tab in the Personnel View.
To Remove a Field
1. Select the field (or the label of the field) you want to remove.
2. Right-click and select Delete. The field and its label are removed from the tab (and placed in the Hidden Field
folder on the Fields and Controls tab as a single entity).
3. You can open the Fields and Controls tree view to find the field and add it to another tab or group box by
dragging and dropping it.
Aligning Fields
You can align selected fields in several ways:
Align Left – Aligns the left edge of the selected fields to the left edge of the ‘active’ field (white selection handles).
Use this by selecting vertically positioned fields. If you try to use Align Left on fields that are horizontally aligned,
the fields will overlap horizontally.
Align Right – Aligns the right edge of the selected fields to the right edge of the ‘active’ field (white selection
handles). Use this by selecting vertically positioned fields. If you try to use Align Right on fields that are horizontally
aligned, the fields will overlap horizontally.
Align Top – Aligns the top edge of the selected fields to the top edge of the ‘active’ field (white selection handles).
Use this by selecting horizontally positioned fields. If you try to use Align Top on fields that are vertically aligned,
the fields will overlap vertically.
Align Bottom – Aligns the bottom edge of the selected fields to the bottom edge of the ‘active’ field (white selection
handles). Use this by selecting horizontally positioned fields. If you try to use Align Bottom on fields that are
vertically aligned, the fields will overlap vertically.
To Align Fields
1. Select the fields (and/or labels) you want to align, using multiple selection (CTRL+Left-click on each field).
2. Click on the selected object to which you want to align the other objects. That object’s selection handles become
‘active’ (white).
3. Right-click and select an alignment option (Align Left, Align Right, Align Top, or Align Bottom) from the context
menu.
4. The selected fields are aligned to the ‘active’ object according to the option you chose.

Changing a Field Label

You can change the label that identifies a field on the Personnel View. When you edit the label and change it, you
are only changing the display label for the field in this view, not changing the meaning of the field in the C•CURE
9000 System. Nor are you changing the system label (the label that is used to identify the field in Dynamic Views,
Reports, and Queries). To change the system label, you should use a translation tool like the Multilingual User
Interface editor.
To Change a Field Label

1. Select the label associated with the field you want to change.
2. Display the Properties tab for that Label (see Personnel Views Properties Tab Definitions on Page 224).
3. In the Translation>Label property, type the new display label that you want to use.
Example:
If you want to change the display label for Text2 to “Identity” select the Text2 Label, then change the
Translation>Label property to “Identity”.
4. If you want to assign a hot key to a letter or number in the Label, type an “&” in front of the character in the
Label that you want to use as a Hot key. When a user holds down Alt and types this letter or number, the cursor
tabs to this field.
Hot keys are enabled on a per tab basis. If you assign “S” to a field label on the General tab, that hot
NOTE key only works on the General tab and does not conflict with a hot key assignment of “S” on another
tab.
If you assign the same letter or number to two or more fields on the same tab, the user will need to
press the hot key several times to cycle between the fields to which the hot key is assigned. See
Creating Hot Keys on a Personnel View Tab on Page 228 for more information.
Changing Field Properties

You can adjust the display properties of fields in your Personnel Views.
To Change Field Properties

1. Display the Properties tab (see Personnel Views Properties Tab on Page 224).
2. Select the field that you want to modify. That field’s properties appear in the Properties tab. (Alternatively you
can select the control, right-click, then select Properties from the context menu to open the Properties form.)
3. You can now modify any of the editable property values for the field.
Example
• You can change the ReadOnly property of a TextBox field to True if you do not want the field's content's to be
editable.
• You can change the BackColor property of a field to a different color.
• You can change the Label property of a field so that a different field name is displayed on the view.

Adding a Tab to a View

You can add a new tab to a Personnel View. You can then add fields to the tab, or move fields from other tabs to the
new tab (see Moving a Field to Another Tab on Page 205).
There are two kinds of tabs (see ):
l A TabPage (like the General tab) can contain fields and TabControls. You can add a TabPage to the main page of
the Personnel View - the personnelTabControl - to add a new tab at the same level as default tabs such as
General, Badging, etc.).
l A TabControl can contain fields and TabPages. You can add a TabControl to an existing tab and then add
TabPages to the TabControl. An example of a TabControl is the tabControlCredentialInfo object on the default
Credentials tab - you can add more TabPages to this TabControl.
Figure 55: TabPage and TabControl
To Add a TabPage
1. From the Personnel Views Editor Fields and Controls tab, double-click on the Tools folder. (Alternatively you can
select a tab, right-click, then select Add Tab from the context menu.
2. Drag the TabPage from the Tools folder to the interior of an existing tab and release. The Tab control is added to
that tab.
If you drag the TabPage to the main tab page (personnelTabControl) and release, the tab control is added at the
same level as the default tabs (General, Credentials, etc.).
To Add a TabControl
1. From the Personnel Views Editor Fields and Controls tab, double-click on the Tools folder. (Alternatively you can
select a tab, right-click, then select Add Tab from the context menu.
2. Drag the TabControl from the Tools folder to the interior of an existing tab and release. The Tab control is added
to that tab.
3. You can now add fields (or more TabPages) to the new TabControl (see Adding a Field to a Tab on Page 204).

Removing a Tab
You can remove a tab from a Personnel View if you do not want it to be used by your Operators. You can then add
fields from that tab to other tabs if needed.
To Remove a Tab
1. From the Personnel Views Editor Layout Designer, click on the tab you want to remove.
2. Right-click and select Remove Tab from the context menu.
3. The tab is deleted and any fields on the tab are moved to the Tabs and Fields pane in the Hidden Fields folder.
You can open this folder and drag fields from this folder to a position on the Layout Designer.
Setting the Tabbing Order for a Personnel View

Tab order governs the way the cursor moves when an Operator clicks the Tab key. The field, labels, and buttons in a
Personnel View each have a TabIndex number assigned to them, and the numerical order of the TabIndex
determines what object the cursor moves to when Tab is pressed. Typically, the default Tab Order moves the cursor
from field to field from top left to bottom right within each Tab in the View (each Tab has its own tab order).
When you add, remove, or move objects in a View, it can affect the tab order because the new objects might be
placed between objects that used to be adjacent. This can cause the cursor to seem to jump over fields when Tab is
clicked.
You can adjust the tab order in two ways:
l You can manually change the tab order for a field by changing the TabIndex property on the Properties tab.
l You can click Reset Tabbing Order to set the tab order for all objects in the View. This button assigns every
object on a tab in the Views editor a value that is 10 greater than the proceeding value. After performing a reset,
every object can be tabbed in order from upper left to lower right on each tab. This can save you considerable
time if you would like to re-establish the tabbing order after you have moved a number of fields to new
positions.
To Reset the Tabbing Order for a View
1. From the Personnel View Layout Designer tab, click Reset Tabbing Order.
2. The tab order for each object on each tab in the View is recalculated.
To Set the TabIndex for an Object
1. From the Personnel View Layout Designer tab, click on the object for which you want to change tab order.
2. Click on the Properties tab.
3. In the TabIndex property, type the number for the new tab order and click Enter.

Adding a Group Box

You can add a GroupBox to a tab in a Personnel View. A GroupBox is used to visually group one or more fields on
a tab. It can also provide additional information to the Operator about how the fields in the GroupBox are related,
and how to use them. When you select a GroupBox in the Personnel Views Editor, moving or deleting the box moves
or deletes all the fields within the GroupBox.
To Add a Group Box

1. Display the Fields and Controls tab (see Personnel Views Properties Tab Definitions on Page 224).
2. Display the tab to which you wish to add a Group Box.
3. Select the GroupBox control in the Fields and Controls Tools folder.
4. Drag the GroupBox to the tab.
5. Position the GroupBox on the tab using the icon.

6. Resize the GroupBox as needed.
7. You can now add other fields, labels, or buttons to the Group Box.
8. If you add a Group Box on top of other fields, these fields do not become part of the Group Box unless you move
the fields so that they are fully contained within the Group Box.
Deleting a Group Box

You can delete a Group Box from the View Layout.
When you delete a custom Group Box that has fields within it, the box and all of its contents are
deleted from the View. In addition, the Title and properties of the Group Box are deleted - they are not
preserved in the Fields and Controls tab.
If you accidentally delete a Group Box, you can:
• Click Ctrl+z to undo the deletion.
• Restore it using Restore Layout (if it was part of the original default view), but that discards
any other layout or label changes you have made, even if you have saved previous changes.
• Click to close the editor, and answer No to the prompt “Save changes before editing?” Any
changes you made during this editing session are discarded.
If you are going to delete a Group Box but do not want to delete the fields that reside in the Group Box, you should
move those fields outside of the Group Box before deleting.
To Delete a Group Box

1. Display the tab on which the GroupBox you wish to delete resides.
2. Remove from the Group Box any fields, labels, or buttons you wish to preserve on the view and move them onto
the Tab outside the Group Box.
3. Select the GroupBox and click Delete.

4. The GroupBox is deleted from the Tab.

5. Re-arrange the controls you moved from the Group Box.
6. You can clickSave and Close to save your changes, or continue editing the view.
Personnel Views Layout Designer Tab Definitions

The fields and buttons on the Personnel Views Layout Designer tab are shown in Table 32 on Page 212.
The selections available on the Layout Design tab context menu are defined in Table 33 on Page 212.
Table 32: Personnel Views Layout Designer Tab Definitions
Language This drop-down list shows the languages for which C•CURE 9000 language resources have been installed on your system. See
Selecting a Language on Page 201.
Restore Changes the text of all the custom labels, group boxes, and tabs on the layout to be equal to the “Default Label” text. Changes to
Labels other properties (Color and Anchor for example) are not affected.
When you click Restore Labels, a warning box appears asking you to confirm this change.
For User-defined fields, this button sets the label to the name of the user-defined field.
Restore Restores all tabs in the layout to the Default Personnel Edit View, and places all User-defined fields that you can access onto the
Layout Personnel View. When you click Restore Layout, a warning message appears asking you to confirm that all customizations will
revert to their default characteristics if you click this button.
Reset Sets the tab order for every object in the Views editor.
Tabbing When you move fields, labels, and boxes around the view without adjusting their TabIndex, they maintain the original tab order.
Order
Example:
If you move the PIN field directly under the Last Name field, when a user clicks Tab repeatedly the PIN field will still be after
the Partition field rather than the Last Name field.
This button assigns every object in the Views editor a value that is 10 greater than the proceeding value so that every object can
be tabbed in order from upper left to lower right on each tab. This can save you considerable time if you would like to re-establish
the tabbing order after you have moved a number of fields to new positions. Additionally, you can make manual corrections to the
tabbing order if needed.
Table 33: Layout Design Context Menu
Bring to Select one or more objects in the Design Layout, then click Bring to Front to move the selected objects to the top layer of the layout,
Front in front of other objects.
Send to Select one or more objects in the Design Layout, then click Send to Back to move the selected objects to the bottom layer of the
Back layout, in back of other objects.
Align Left Moves all selected objects so that their left edges are aligned to the object on which you opened the context menu.
Align Right Moves all selected objects so that their right edges are aligned to the object on which you opened the context menu.
Align Top Moves all selected objects so that their top edges are aligned to the object on which you opened the context menu.

Layout Design Context Menu (continued)
Align Moves all selected objects so that their bottom edges are aligned to the object on which you opened the context menu.
Bottom
Delete Removes the selected objects from the view and places them on the Fields and Controls tab, from which they can be placed back on
the view on a different tab or location.
Properties Opens the Properties tab for the selected object. If you select multiple objects, even of different types, the Properties that they have in
common are selected.
Example:
You could change the BackColor of a Label, a Field, and a GroupBox if you selected all three and chose Properties.
Add Tab Click to add a new tab to the View. (Available only when the personnelTabControl is selected). The new tab is added to the right of
the User-defined Fields tab in the layout.
Remove Click to remove the selected tab from View. (Available only when the personnelTabControl is selected). The tab and all of its fields
Tab are removed from the Personnel View, so if you plan to remove a tab you should consider moving its fields to another tab first.

Personnel Views Labels Tab

The Personnel Views Labels tab lets you edit the labels for all fields in a Personnel View. In addition, you can make
changes to the way the Personnel Views labels appear in one or more languages.
When you use the Personnel Views Labels tab to make changes in any language, you are changing
NOTE only the labels of the fields in the Personnel Views, not the meaning of the field, or how it is used by
C•CURE 9000 for other purposes, such as Dynamic Views, Reports, or Queries.
Also, you can only make language changes for language versions currently residing on your system. When you
choose a language from the Language field drop-down list, the list only contains the languages for which language
resources already exist on your C•CURE 9000 system.
See Personnel Views Labels Tab Definitions on Page 216 for definitions of all fields and buttons on the Personnel
Views Labels tab. Figure 56 on Page 214 shows the Personnel Views Labels tab.
Figure 56: Personnel Views Labels Tab
Labels Tab Tasks

The Labels tab provides you with an alternate way to view and edit the labels for fields in your Personnel Views.
The Labels tab contains a list of all the labels from all the tabs in your Personnel View. When you select a label on
the Labels tab, the label is also selected on the Layout Designer tab.
You can perform the following tasks from the Labels tab:
■ Displaying the Labels Tab in a Floating Window on Page 215
■ Editing Labels in a Selected Language on Page 215
■ Restoring Default Labels on Page 215
■ Sorting Labels on Page 216

■ Editing Labels Using the Labels Tab on Page 216
Displaying the Labels Tab in a Floating Window

You can display the Labels Tab in a floating window outside the C•CURE 9000 Content pane. Being able to move
the Labels Tab to a screen location outside of the C•CURE 9000 Admin application can be useful if you want to see
how an existing Personnel screen appears while you are designing a new view. Also, you can make the floating
window larger or smaller so that you can see more of less of the labels tab, as is convenient.
To Float or Dock the Labels Tab

■ Double-click on the title bar of the Labels Tab to float the window. You can then move it anywhere on the
desktop.
■ Double-click on the title bar of a floating Labels Tab window to dock the window (return it to the Administration
Client content pane).
Editing Labels in a Selected Language

You can select a language on the Labels tab so that you can edit labels for the View in that language. You can only
choose languages for which language resources already exist on your system - you cannot create a new language
version of the View from the Personnel Views editor. See Selecting a Language on Page 201 for more information
about language resources and the Personnel Views Editor.
A label has the same position on the View for all the languages. You can display labels in different languages to
verify that labels do not overlap other controls in cases where the label text has a different length in other languages.
To Edit Labels in a Selected Language

1. In the Personnel Views Editor, click on the Labels tab.
2. Select a language from the Language field drop-down list.
3. Select the label that you want to translate.
4. In the Label column, type the label you want to display for the target language to replace the default language
label.
5. To save the settings, click Save and Close.
Restoring Default Labels

You can make all of the Personnel View labels (in all Languages) revert to their default values.
To Restore All Labels to Their Default Values

1. In the Personnel Views Editor, click on the Labels tab.
2. Click Restore Labels. All Labels in all Languages are reset to their default values.
3. To save the settings, click Save and Close.

Sorting Labels
You can sort the labels on the Labels tab by the columns in the table by clicking on a column heading. Changing the
sorting on the Labels tab does not change any label’s placement in the Personnel View layout.
To Sort Labels by Label Name

1. From the Labels tab of the Personnel Views editor, click on the Name column in the table. The labels are sorted
by Name from A to Z.
2. Click again on the Name column in the table. The labels are sorted by Name from Z to A.
To Sort Labels by Tab

1. From the Labels tab of the Personnel Views editor, click on the Location column in the table. The labels are
sorted alphabetically by the View tab on which they occur.
2. Click again on the Name column in the table. The labels are sorted in reversed Alphabetic order by the View tab
on which they occur.
Editing Labels Using the Labels Tab

You can edit the labels for fields on a view tab on the Layout Designer, but you can also use the Labels tab to edit
field labels if you prefer. The Labels tab makes it easy to look at all of the Field labels that make up your view, and it
can help you avoid unintentionally naming fields on different tabs with the same label - because you can sort the
labels alphabetically and compare labels on different tabs (see Sorting Labels on Page 216).
To Edit Labels Using the Labels Tab

1. From the Labels tab of the Personnel Views editor, in the Label column, click in the Label you wish to edit.
2. Type in the value that you want for the label.
3. Click elsewhere to set the value. The Views Editor will validate the label you typed and display an error message
if the label value is invalid.
Personnel Views Labels Tab Definitions

The fields and buttons on the Personnel Views Labels tab are shown in Table 34 on Page 216.
Table 34: Personnel Views Labels Tab Definitions
Language This drop-down list shows the languages for which C•CURE 9000 language resources have been installed on your system. See
Selecting a Language on Page 201.
Restore Restores all customized labels in this Personnel View to their default values.
Labels
Location Identifies the tab in the Personnel View that the field or button resides on.

Personnel Views Labels Tab Definitions (continued)
Name The internal name of the field or button.
Default Label The text that is displayed by default in a Personnel View to represent a database field or button. This text is read-only and can be
modified by a translation tool such as the MultiLingual User Interface editor that can modify C•C9000 language resources.
Label The customized text that is displayed in a Personnel View to represent a database field or button.

Personnel Views Options Tab

The Personnel Views Options Tab (shown in Figure 57 on Page 218) lets specify how the View you are editing can
be used by Operators:
■ Use for personnel creation
■ Use for personnel editing
■ Use for both creating and editing.
If you create a Personnel View that you do not want certain Operators to be able to access, you can
NOTE change their Operator Privileges to include an Exception that gives them no access to that Personnel
View. See the chapter on Privileges in the C•CURE 9000 Software Configuration Guide.
Figure 57: Personnel Views Options Tab
These settings allow you to specify different Views for adding new Personnel records and for editing existing
Personnel records, and control how Operators can use these Views.
■ If you select Use for personnel creation only, this View is only used when an Operator clicks New from the
Personnel pane, or Save and New from within the Personnel Editor.
■ If you select Use for personnel editing only, this View is only used when an Operator selects an existing
Personnel record to edit, and the Save and View button is unavailable (because you cannot use this View to
create a new Personnel record).
■ If you select both options, this View can be used for both adding new Personnel and editing existing Personnel.
■ If you select neither option, or you set the Enabled field to , this View is not enabled, and the View cannot be
used by any Operator. (If there are no other Personnel Views enabled, the Operators will use the default
Personnel View for both creation and editing.)
Example:
You create a Personnel View called “NewPersonnel” that contains the basic fields that you want an Operator to
be able to edit when the record is created. However, for subsequent editing of the Personnel record, you intend to
use a different Personnel View called “EditPersonnel”, with additional, optional fields that do not appear on the
‘creation’ Personnel View.
For the “New_Personnel” View, you would select Use for personnel creation and clear Use for personnel
editing.
For the “Edit Personnel” View, you would select Use for personnel editing and clear Use for personnel creation.
Personnel Views Options Tab Definitions

The fields and buttons on the Personnel Views Options tab are shown in Table 35 on Page 219.

Table 35: Personnel Views OptionsTab Definitions
Use for personnel creation Select this check box to enable the Personnel View to be used when creating a new Personnel record.
Use for personnel editing Select this check box to enable the Personnel View to be used when editing an existing Personnel record.

Personnel Views Properties Panel

The Personnel Views Properties panel has two tabs:
■ Personnel Views Properties Tab on Page 224 - allows you to specify the settings for a field, label, tab, or group
box on the Layout Designer tab.
■ Personnel Views Fields and Controls Tab on Page 229 - allows you to add fields, labels, tab controls, tab pages,
or group boxes to the Layout Designer.
Figure 58 on Page 220 shows the panel hidden and displayed.

Figure 58: Personnel Views Properties Tab
See Personnel Views Properties Tab Definitions on Page 224 for definitions of the fields and buttons on the Personnel
Views Properties tab.
See Personnel Views Fields and Controls Tab Definitions on Page 230 for definitions of the fields and buttons on the
Personnel Views Fields and Controls tab.

The panel is anchored to the frame of the Personnel Views Editor window, and the tabs of the panel can be
displayed or hidden individually. You can pin the panel open, auto-hide the panel when not in use, or use it as an
independent floating window.
■ Pinning the Properties Panel on Page 221.
■ Auto-Hiding the Properties Panel on Page 221.
■ Floating the Properties Pane on Page 222
Pinning the Properties Panel

By default, the Properties Panel is anchored to the frame of the Personnel Views Editor window. If you hover over
one of the tab anchors (indicated in Figure 58 on Page 220, that tab opens. When you move the cursor away, the tab
closes again (this is called auto-hide).
You can cause the panel to be always displayed by pinning open the panel (see Figure 59 on Page 221).
To Pin Open the Properties Panel

1. Hover over the Properties tab or the Fields and Controls tab anchor (circled in Figure 58 on Page 220). The
Properties panel is displayed.
2. Click on the title bar of the Properties panel. The button changes to and the panel stays open (see Figure
59 on Page 221). You can alternate between the Properties tab and the Fields and Controls tab by clicking on
either tab’s anchor (circled in Figure 59 on Page 221).
Figure 59: Properties Panel Pinned Open
Auto-Hiding the Properties Panel

If you have pinned open the Properties Panel, you can unpin it and revert to the default auto-hide behavior.

To Auto-Hide the Properties Panel
1. Click on the title bar of the Properties panel. The button changes to and the panel closes (see Figure 60 on
Page 222).
2. You can now hover over the tab anchors (circled in Figure 60 on Page 222) to alternate opening and closing the
Properties tab and the Fields and Controls tab.
Figure 60: Properties Panel Unpinned
Floating the Properties Pane

You can cause the Properties Panel to open as a floating window that you can re-position anywhere on your desktop
(see Figure 61 on Page 223).
To Float the Properties Panel

1. Hover over the Properties tab or the Fields and Controls tab anchor (indicated in Figure 58 on Page 220). The
Properties panel is displayed.
2. Double-click on the title bar of the Properties Panel to float the window.
3. To return the Properties Panel to its anchored position, double-click the title bar again.
Use the same procedure to float the Fields and Controls panel.

Figure 61: Flaoting Properties Panel Being Moved (translucent rectangle) Around the Desktop

Personnel Views Properties Tab

The Personnel Views Properties tab (shown in Figure 58 on Page 220) of the Personnel Views Properties Panel
displays a form that lets you change the properties of a field or label on the Personnel View.
Example:
If you want to change the background color of a GroupBox that you added to a tab, you can select the GroupBox,
display the Properties tab, and click in the BackColor property to select a background color for the GroupBox.
Figure 62: Properties Form on Properties Panel
See Personnel Views Properties Tab Definitions on Page 224 for definitions of the properties on the Personnel View
Properties Tab.
Personnel Views Properties Tab Definitions

The fields and buttons available on the Personnel Views Properties tab are shown in Table 36 on Page 225.
The properties that appear in this tab depend on the type of field/button you are editing. Table 37 on Page 225
provides definitions of the properties and identifies the types of fields with which each property.

Table 36: Personnel Views Properties Tab Fields and Buttons
Selected Field Select the field whose properties you wish to edit from this drop-down list.
Categorized This button arranges the properties in several categories (Behavior, Layout, System, and Translation).
Alphabetical This button arranges the properties in alphabetical order.
Property Pages Not available.
Fields and Controls Property Definitions

Table 37 on Page 225 describes the properties that are included on all fields and controls.
Table 37: Properties Tab - Fields and Controls Definitions
Field/Button Type Description
Behavior
ReadOnly TextBox This property indicates whether the contents of a TextBox can be edited by an Operator. If set to True, the
contents cannot be edited. If set to False, the contents can be edited.
Enabled Tab Set this property to True to allow an Operator to use this object. Set this property to False to make this
Button object unavailable for Operator use.
CheckBox Example:
DateTimePicker A CheckBox with enabled set to False is unavailable for selection when an Operator is editing a
Personnel record.
TableLayout
Example:
Panel
If you set Enabled to False for the User-defined Field Panel, the Panel and its contents are disabled
when an Operator edits a Personnel record.

Properties Tab - Fields and Controls Definitions (continued)
TabIndex Tab This property allows you to set the tab order (where the cursor moves to when an Operator clicks the Tab
Label key) for individual objects on the Personnel View. The TabIndex values can range from 0 to 2147483647.
TextBox NOTE: You can use the Reset Tabbing Order button on the Personnel View toolbar to set the overall
tabbing order for the Personnel Views editor.
DateTimePicker
• When an Operator presses Tab, the cursor moves to the field or button whose TabIndex is higher in
CheckBox the numerical tab order.
Selection • When an Operator presses SHIFT+Tab key, the cursor moves to the field or button whose TabIndex
Button is lower in the numerical tab order.
Data Grid Example:
Tool Strip If you change the TabIndex for MiddleName from 3 to 6, the tab order of the General Tab is changed
so that Middle Name is next in the tab order after Last Name.
TableLayout
• Labels have a TabIndex, but Tab does not move the cursor to a Label. The Label TabIndex is used
Panel
when you define Hot Keys.
If you wish to create Hot Keys to tab to a field, the Label and the associated field must be in order, with no
other fields with a TabIndex value in between. For example, if the Label’s TabIndex is 3 and the field’s
Text Box has a tabindex of 6, if another label or field has a tabindex of 4 or 5, the Hot key won’t work
correctly. See Creating Hot Keys on a Personnel View Tab on Page 228 for more information.
Layout
Anchor All This property lets you specify how you want the field to be anchored on the View. It determines how the
field or control is affected when a user stretches the View. Click the drop-down and click on the anchors
you want to enable.
Example:
This graphic shows Top and Left selected.
Most fields are anchored Top, Left, and do not change their sizes when the main control is resized.
However, grid controls are anchored Top, Left, Bottom, Right, and these controls change their height
and width accordingly when the main control is resized.
AutoSize Label This property sets the size of the label to the minimum height and width if True. If this property is set to
CheckBox False, you can resize the label manually (only on Label and CheckBox).
BackColor Label This property lets you specify the background color of the field or button from a drop-down list that shows
TextBox sample colors. Typically labels and buttons are set to Transparent, while fields are set to a system color
such as Window or Control. But you can use this property to assign a different color to the text to provide
DateTimePicker emphasis.
CheckBox Example:
Group Box If you change the BackColor of the Design button on the Customer tab to Red, the face of the button
Tab Control appears in Red.
Button The BackColor drop-down list has tabs for System, Web, and Custom (RGB) colors.
Data Grid If you right-click on a blank color on the Custom tab, a Windows color picker is displayed that allows you to
define a custom color.
Panel

ForeColor Label This property lets you specify the text or color of the field or button from a drop-down list that shows sample
TextBox colors. Typically labels and buttons are set to ControlText (black), while fields are set to a system color such
as WindowText. But you can use this property to assign a different color to the text to provide emphasis.
DateTimePicker
Example:
CheckBox
If you change the ForeColor of the Design button on the Customer tab to Red, the text on the button
Group Box appears in Red.
Tab Control The ForeColor drop-down list has tabs for System, Web, and Custom (RGB) colors.
Button If you right-click on a blank color on the Custom tab, a Windows color picker is displayed that allows you to
Data Grid define a custom color.
Panel
Location CheckBox This property specifies the X-axis and Y-axis coordinates for the position of thetop left corner of the object
DateTimePicker on the tab or box. You can enter the value as two comma-separated values, or you can enter the values
individually in the X and Y properties after clicking . You can also move the control with the mouse to
TextBox
change these values.
TableLayout
Panel
Size All Two comma-separated integers that specify the width and height, respectively, of a field or label. You can
enter the value as two comma-separated values, or you can enter the values individually in the Width and
Height properties after clicking .
You can also change the size of the control with the mouse to change these values.
Example:
200, 145 represents a field that is 200 pixels wide by 145 pixels high. For many fields, the height is a
fixed number.
TextAlign Label You can select whether text or numbers are Left-aligned, Right-aligned, or Center-aligned.
Integer
Date
TextBox
System
Name All This read-only field displays the name of the field or label in the system. This name also appear in the
Name column on the Labels tab, and on the context (right-click) menu.
Parent All This read-only field displays the name of the parent object for a field or label. Often this represents the
Group Box which contains the field/control.
TypeName All This read-only field displays the type of the field or label.
Translation
DefaultLabel Label This read-only property shows the system label that displays in a dynamic view. This property is not
GroupBox available for new custom labels that you create.
CheckBox
Button
Tab Page

Label Label This property provides a user-editable field label for an object in a Personnel View. You can change the
GroupBox Label text for an object such as a Button or GroupBox. For example, You could change the label for the
Print Badge button to “Click to print badge”.
CheckBox
Button
Tab Page
UseDefaultLabel Label The value is True if the DefaultLabel and Label properties are equal. This property is not available for new
CheckBox labels that you create.
GroupBox If you set this flag to True, the Label property is changed to match the DefaultLabel property. If you change
the Label property so that it no longer matches the DefaultLabel, this flag is set to False.
Button
Creating Hot Keys on a Personnel View Tab

You can create Hot Keys for fields on a Personnel View. Hot Keys are navigation shortcuts that an Operator can use
to move the cursor to specific fields. When you click Alt + Hot Key, the cursor moves to the field associated with that
Hot Key.
Some of the Hot Keys that were defined for Personnel fields in previous versions have changed
NOTE because of Personnel view changes.
Hot Keys are defined in the properties of a Label. The Hot Key is defined by placing an ampersand (“&”) in the
Label in front of the Hot Key letter or symbol. The Hot Key is displayed as an underscored letter in the Label.
If more than one label is assigned the same Hot Key, clicking Alt + Hot Key more than once tabs to
NOTE the additional fields.
However, if you assign a field in a Personnel View tab the same hotkey that is also assigned to a
main window toolbar command (Alt+S for Save and Close, Alt+w for Save and New, Alt+t for
Current View), the main window toolbar hotkey assignment is ignored unless the cursor is in the
toolbar.
Example:
The Middle Name label is displayed as “Middle Name” indicating a Hot Key of “M”; when you click Alt+m,
the cursor moves to the Middle Name field.
To Define a Hot Key for a Personnel View Field

1. From the Layout Designer, select the label for a field.
2. Right-click and select Properties.
3. In the Label property, type an “&” in front of the letter or number that you want to act as a Hot Key.
Example:
If you want to change the Hot Key for Last Name to “N”, change the label from &Last Name to Last &Name.
4. Save the change by clicking Save and Close, or continue editing.

Personnel Views Fields and Controls Tab

The Personnel Views Fields and Controls tab (shown in Figure 63 on Page 229) of the Personnel Views Properties
panel displays a tree structure that organizes the tools and fields that can be added to a Personnel View. When you
remove a field from a Personnel View, that field is included on the Fields and Controls tab so that it can be added to
any tab in the Personnel View you are editing.
Example:
If you want to move the Text2 field from the Customer tab to the General tab, delete the Text2 field from the
Customer tab, then navigate to the General tab, display the Fields and Controls tab, and look in the tree under
Hidden Fields, Customer tab to locate the Text2 TextBox, then drag the Text2 TextBox onto the General tab.
Also, if User-defined fields are added to a C•CURE 9000 system, those fields appear in the Fields and Control tab
Hidden Fields User-defined fields folder, available to be added to any tab in the Personnel View. See Adding User-
defined Fields to a Personnel View on Page 230 for more information.
See Personnel Views Fields and Controls Tab Definitions on Page 230 for definitions of all fields and buttons on the
Personnel Views Fields and Controls Tab.
Figure 63: Fields and Controls Tab

The Properties Views Properties panel Fields and Controls tab can be hidden or displayed in several ways (see
Figure 58 on Page 220).
Personnel Views Fields and Controls Tab Definitions

The following fields and buttons shown in Table 38 on Page 230 are available on the Fields and Controls tab.
Table 38: Personnel Views Fields and Controls Tab Definitions
Tools This folder contains widgets for adding GroupBox, TabControl, TabPage, and Label objects to a Personnel View. You can select
Folder one of these widgets and drag it to a Personnel View. These widgets are always available, allowing you to create as many custom
widgets of the specified type as you need.
GroupBox The GroupBox widget can be added to a Personnel View or TabPage. The GroupBox is used to group together fields to help a
user perceive the relationship between the fields.
TabControl A TabControl can be added to a Personnel View or a TabPage. The default TabControl has two TabPages, but additional
TabPages can be added to the TabControl. After adding a TabControl, you can add fields and other objects to its TabPages.
TabPage A TabPage can be added to a TabControl.
Label A Label can be added to any tab in the Personnel View. Click the tab on which you want to place the label, then drag the label to
the tab. You can position the label on the tab by dragging it around or by setting its Location on the Properties tab.
Hidden Fields Folder
Fields All fields that are not present on the Personnel Views tabs are available to be dragged onto a tab. Field are organized based on
their original position on a tab in the default Personnel View. User-defined fields are available in a separate folder.
You can drag a field from the Hidden Fields folder to any tab in the Personnel View.
1. Click the tab on which you want to place the field, then drag to field to the tab.
2. Position the field on the tab by dragging it around or by setting its Location on the Properties tab.
Dragging a field onto the View creates both a label (if one exists) and an edit control for editing the field on the View.
The label is located to the left of the drop point and the edit control is created to the right of the drop point.
Example:
The Generate Random Card Number button is on the default Credentials tab. If you remove this button from the
Credentials tab, it appears under Hidden Fields>Credentials. This button has no label, so it appears as in Hidden
Fields, and when you place it on a view, it appears as .
Adding User-defined Fields to a Personnel View

When you create new User-defined fields:
■ If the Personnel View is one of the Default Views included with the system, the User-defined fields are not
shown. (You can create a copy of a default view and add User-defined Fields to the copy.)
■ If the Personnel View is created after the User-defined fields were created, the User-defined fields appear on the
User-defined Fields tab in the Personnel View, if the Operator creating the View has at least read access to the

■ If the Personnel View is created before the User-defined fields were created, the User-defined fields do not appear
in the Personnel View, and would need to be added manually. The User-defined Fields are available on the
Fields and Controls tab in the Hidden Fields>User-defined Fields folder.
See the User-defined Fields chapter in the C•CURE 9000 Software Configuration Guide for more information about
To Add User-defined Fields to a Personnel View

1. Click the Personnel Views tab in the Personnel Views editor on which you want to add a User-defined field.
2. Display the Properties Panel (see Personnel Views Properties Panel on Page 220).
3. Click on the Fields and Controls tab.
4. Click Hidden Fields, then User-defined Fields to open the folder contain the User-defined fields.
5. Select the field that you want to add to the view and drag it to a location on the Personnel View tab. The field
and its label are positioned on the Personnel View.
6. You can use Save and Close to save the view, or continue editing.


Index
Assigning
A Clearances 44
Access Card, removing 65
Personnel Views to Operators 196
Accessing
Association Category 61, 147
Audit Log
Personnel Editor 41
finding in 25
Auto Generate PIN 61, 147
Activate Antipassback Event option for Personnel 50
Activate Temporary Credential 44, 137 B
Adding Badge Layout 171
Access Card 64 Definitions 175
Card Access 62 Editor 172
Clearance 68 on Personnel Pane 16
Document Tasks 172
Private 97 Badge Setup
Shared 96 enrolling Smart Card 83
Documents 96 programming Smart Card 83
Door/Door Group to Clearance 119 Badging tab
Elevator/Elevator Group to Clearance 120 dDefinitions 80
Field to Tab in Layout Designer 204 tasks 81
Image to Personnel Record 75 Batch Print Badges 43, 136
Personnel to Group, from context menu 25 Bring to front in Badge Layout 205
Personnel Trigger 100
PIN-Only Access Credential 65
C
Can Perform Guard Tour option for Personnel 51
PIN Only Access 62
Card Format Editor, how to access 18
Signature to Personnel Record 78
Card Status
tab to Personnel Views 209
disabled 64
Advanced Search, for Personnel 30
Disabled 60, 146
Agency Code 60, 146
Expired 60, 146
Aligning Fields
lost 63
Personnel Views 207
Lost 60, 146
Alternate Shunt (ADA) option for Personnel 50
stolen 64
Antipasback Reset Card 44
Stolen 60, 146
Antipassback Exempt option for Personnel 50
CCURE Portal 17
Approval Rule
Changing
Definition 128
field properties for Personnel Views 208
Area Lockout Grace 44
Partition of Personnel, from context menu 25
Assign Temporary Credential 44
Choosing Operator Name 52
C•CURE 9000 Personnel Configuration Guide Index 233

Index
CHUID 61, 147 Create Copy button, Personnel Views 195

definitions 187 Create from Template, Personnel Record 45
Format 177 Creating
Editor 181 Badge Layout 173
Editor Buttons 188 Clearance 118
Editor definitions 187 Copies of Personnel Views 195
Fields 189 Object 19
modifying 183 from Template 20
on Personnel Pane 17 Object Template 19
tasks 181 Credential 131
validation 184 Dynamic View 142
CHUID Overview 178 Batch Print Badges 136
Clearance Context Menu 135
accessing Editor 117 Editor
adding Doorr/Door Group to 119 tabs 142
adding Elevator/Elevator Group to 120 on Personnel Pane 17
configuring 118 Credentials tab
creating 118 definitions 58
Doors tab 123 Issue 61, 146
Editor 116 Series 60, 146
Elevators tab 124 tasks 62
expiring clearances per person 116 Credentials, disabling for inactivity
Filter Level 68-69 configuring 47
General tab 122 credential status 59-60, 63, 146
Goups tab 125 exempting personnel from 48
on Personnel Pane 17 in Enterprise environment 28
removing Door/Door Group and Elev- overview 27
ator/Elevator Group to 121 setting for personnel types 108
tab tasks 68 Credentials, searching for 36
tasks 116 Ctrl+z, restoring deleted Objects 202
Columns, adding to Dynamic View 22 Current View
Complete Previous Doors button 85 drop-down list 42
Configuring Personnel 52
Clearance 118 Custom Clearance
Personnel Advanced Search (Query) 33 Dynamic View 162
Context menu Context Menu 162
Exporting Personnel Portraits 45 on Personnel Pane 17
Exporting to XML/CSV 25 tasks 162
Context menu for objects removing expired from person 163
using 24 Customer Extended tab 72
Conventions used in this manual 12 definitions 72
234 Index C•CURE 9000 Personnel Configuration Guide

Index
Customer Field editor 193 Exporting Personnel

Customer Support Center 13 Portraits
Customer tab definitions 71 using Context menu 45
D F
Default Personnel Views 42 Fields
Default Personnel Edit View 192 aligning in Personnel Views 207
Personnel View with Header 192-193 changing labels in Personnel Views 208
Defining, Personnel Advanced Search (Query) 33 changing properties 208
Deleting Labels 208
Group Box from Personnel Views 211 labels in Personnel Views 193
Personnel Record 26 Fields and Controls tab 204
Personnel View 26 Definitions 230
Personnel, from context menu 24 Personnel Views 229
Security Object 26 Filtering, list of Objects 23
Disabled Card Status 60, 64, 146 Finding in
Disabled option for Personnel 50 Audit Log, from context menu 25
Documents 96 Journal, from context menu 25
adding to a Personnel Record 94 Fingerprint, enrolling 81
tab
Personnel 95
G
General Tab for Personnel, tasks 49
Documents tab 94
Grace Carpool Group 44
Dynamic View, adding columns to 22
Grace Personnel 43
E Group Box
Editing adding to Personnel Views 211
Labels, on Labels tab 216 moving a field 206
Object 21 GroupBox Control 211
Personnel, from context menu 24 Groups tab, Clearance 125
Email Reminder 136 Guard Tour
Emergency Support Hours 13 on Personnel Pane 17
Enrolling Guard TourScheduling
Fingerprint 81 on Personnel Pane 17
Smart Card 83
Escort Option
H
Hidden Fields, Layout Designer 206
for Personnel 51
HMAC, on Personnel Credentials tab 61, 146
setting for Personnel 54
Expired Card Status 60, 146 I
Exporting Images 165
Object 25 adding to Personnel Record 75
selected Portrait 43 Dynamic View, Personnel Image types 166
selection, from context menu 25

Index
Editor 166 N
Definitions 169 Normal Support Hours 13
tasks 166 Noticed option for Personnel 50
importing 166
on Personnel Pane 17
O
Object Template, creating 19
tab on Personnel Editor
Operators
Definitions 74
assigning Personnel Views 196
tasks 75
choosing name 52
Importing
removing access to Personnel View 197
Image 166
Options for Personnel
Inactivity Exempt option for Personnel 50
Activate Antipassback Event 50
Intrusion Zone Administrator option for
Personnel 50 Alternate Shunt (ADA) 50
Antipassback Exempt 50
J Can Perform Guard Tour 51
Journal, finding in 25
disabled 50
K Escort 51
Keypad Command Administrator option for Per- Inactivity Exempt 50
sonnel 50 Intrusion Zone Administrator 50
L Keypad Command Administrator 50
Labels tab, Personnel Views noticed 50
definitions 216 Organizational Category 61, 147
tasks 214 Organizational Identifier 61, 147
Language Pack, installing 202 P

Layout Designer Partition, changing for Personnel 25
Bring to Front 205 Performing Personnel Quick Search 30, 139
docked window 200 Personnel
floating window 200 adding image 75
launching Badge Designer 172 Advanced Search for, defining 33
Personnel Views 200 Badging tab 80
send to back 205 definitions 80
tasks 199 Clearances tab 67
Limited Previous Doors button 85 definitions 67
Lost Card Status 60, 63, 146 Creating an Object 19
M Credentials tab 57
Mark Lost 136 definitions 58
Mark Stolen 136 tasks 62
Moving Credentials, disabling for inactivity
Field or Label, Layout Designer 204 in Enterprise environment 28
Field to Another Tab, Layout Designer 205 overview 27
Multilingual User Interface Editor 202 Current View 52

Index
Custom Clearance tab 87 removing

Custom Clearances in Enterprise expired Custom Clearance from 163
environment 87 Save options
definitions 88 Save 52
tasks 90 Save and Close 51
Customer Extended tab 72 Save and New 51
definitions 72 tasks, basic 19
Customer tab 70 Personnel Identifier, Credentials tab 61, 147
definitions 71 Personnel Type 105
deleting 24 Context Menu 109
Documents tab 96 definitions 108
definitions 95 on Personnel Pane 17
Dynamic View overview 106
Context Menu 42 Personnel Views
Editor 40 adding
tabs 40 GroupBox 211
tasks 40 tab 209
General tab 49 user-defined fields 230
definitions 49 aligning fields 207
Images tab 74 changing
definitions 74 field label 208
Introduction 15 field properties 208
on Personnel Pane 17 Create Copy button 195
Options Default Personnel Edit View 192
Activate Antipassback Event 50 default views 42, 192
Alternate Shunt (ADA) 50 deleting Group Box 211
Antipasspack Exempt 50 Dynamic View List Context Menu 196
Can Perform Guard Tour 51 Editor 192
disabled 50 tabs 193
Escort 51 tasks 194
Inactivity Exempt 50 Fields and Controls tab 229
Keypad Command Administrator 50 definitions 230
noticed 50 Labels tab 214
Pane overview 16 definitions 216
Personnel Triggers tab 99 Layout Designer
definitions 99 tasks 199
tasks 100 Layout Designer tab 199
Previous Doors tab 84 definitions 212
definitions 84 moving a field 206
Quick Search for 30, 139 on Personnel Pane 17

Index
Options tab 218 Credential 62

definitions 218 Door/Door Group and Elevator/Elevator Group
overview 192 from Clearance 121
Personnel View with Header 193 expired Custom Clearance from person 163
Properties panel 220 field from Personnel Views 207
Fields and Controls tab 220 Image from Personnel Record 78
properties tab 220 Personnel Trigger 101
Properties tab 224 Signature from Personnel Record 78
definitions 224 tab from Personnel Views 210
removing Resizing field on Personnel Views 206
field from 207 Restoring
tab from 210 Default Labels 215
Resizing a Field on 206 deleted Objects, Personnel Views 202
selecting 42 labels on Personnel Views 202
setting Tab order for 210 Layout on Personnel Views 203
User-defined Fields tab 86 Return Temporary Credential 44, 137
PIN, auto generate 61, 147 S
Previewing Badge 82 Save options for Personnel editor
Previous Doors Save 52
buttons 85 Save and Close 51
list 84 Save and New 51
tab 84 Scanning from Personnel editor 56
definitions 84 Scanning IDs from Personnel Quick Search 37
tasks 85 Scanning IDs from Visit Quick Search 39
Printing Search functions for Personnel
Badge 83 Advanced search 30
list of Objects 23 for Credentials 36
Programming Smart Card 83 Instant Query 30
Properties tab Quick Search 30
Personnel Views 224 Selecting
definitions 224 Badge Portrait 81
Q Language for Labels in Personnel Views 215
Quick Search, for Personnel 30 Language for Personnel Views 201
Objects in Layout Designer 203
R Personnel Views 42
Remove Clearances 44
language 201
remove Person from Area 44
Send to back in Badge Layout 205
Removing
Setting
Access Card 65
Card Formats for Mag Stripe Encoding 174
access to Personnel Views from Operators 197
Clearance Filter Level 69
Clearance 69
General PIN 54

Index
language for Personnel Views 201

Options for Personnel 53
Personnel Type 52
Property, from context menu 25
Tab order for Personnel Views 210
Show Association 45
Sorting
Labels 216
list of Objects 23
Stolen Card Status 60, 64, 146
System Code 60, 146
T
Telephone Technical Support 13
Template, creating object from 20
Triggers tab tasks 100
U
User-defined fields
in Personnel Views 192
User-defined fields tab
created for Personnel Views 86
Using context menu for objects 24
V
Validate CHUID Uniqueness button 62, 147
Validating
CHUID Format 184
CHUID uniqueness 62, 66, 147
Viewing
Complete Previous Doors List 85
Limited Previous Doors List 85
list of CHUID Formats 187
list of Personnel Views 196
Visit 17
W
Web and Email tab
Definition 102
Tasks 103

Index

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C•CURE 9000

Personnel Configuration Guide

Software version: 2.60

© 2017 Tyco Security Products.

Chapter 1 - Personnel Overview 15

C•CURE 9000 Personnel Configuration Guide 3

4 C•CURE 9000 Personnel Configuration Guide

Chapter 3 - Personnel Type 105

Chapter 4 - Clearance 115

Chapter 5 - Credential 131

C•CURE 9000 Personnel Configuration Guide 5

Chapter 6 - Custom Clearance 161

Chapter 7 - Images 165

Chapter 8 - Badge Layout 171

Chapter 9 - CHUID Format 177

6 C•CURE 9000 Personnel Configuration Guide

C•CURE 9000 Personnel Configuration Guide 7

8 C•CURE 9000 Personnel Configuration Guide

How to Use this Manual 10

C•CURE 9000 Personnel Configuration Guide Preface 9

How to Use this Manual

Chapter 1: Personnel Overview

Chapter 3: Personnel Type

Chapter 6: Custom Clearance

Chapter 8: Badge Layout

Chapter 9: CHUID Format

Chapter 10: Personnel Views

10 Preface C•CURE 9000 Personnel Configuration Guide

Finding More Information

C•CURE 9000 Personnel Configuration Guide Preface 11

Regular italic font Indicates a new term.

<text> Indicates a variable.

The following items are used to indicate important information.

Indicates an alternate method of performing a task.

12 Preface C•CURE 9000 Personnel Configuration Guide

Software House Customer Support Center

Telephone Technical Support

Emergency Support Hours 24 hours/day, seven days a week, 365 days/year.

C•CURE 9000 Personnel Configuration Guide Preface 13

14 C•CURE 9000 Personnel Configuration Guide

Chapter 1 - Personnel Overview

Personnel Pane Overview 16

C•CURE 9000 Personnel Configuration Guide Chapter 1 15

Personnel Pane Overview

16 Chapter 1 C•CURE 9000 Personnel Configuration Guide

Personnel Pane Selections (continued)

C•CURE 9000 Personnel Configuration Guide Chapter 1 17

18 Chapter 1 C•CURE 9000 Personnel Configuration Guide

Personnel Object Tasks

l Creating an Object on Page 19

To Create an Object from the Personnel Pane

Creating an Object Template

C•CURE 9000 Personnel Configuration Guide Chapter 1 19

To Create a Object Template

Creating an Object from a Template

To Create an Object from a Template

20 Chapter 1 C•CURE 9000 Personnel Configuration Guide

Viewing a List of an Object Type

To View a List of an Object Type