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| Author: Microengine Views: 10128 Created: 29-02-2016 09:31 AM | 0 Rating/ Voters |
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This article contains steps to import staff record in the xPortal3000 software by using Startup Wizard. This menu allow user to add staff by importing the staff records using excel or text file.
Applies To:
- Software xPortal3000
Resolution Summary› There are 2 options to import staff record:
- Import staff records from Staff Detail Setup. See
How to add staff record using Import Staff in xPortal Client software? - Import staff records from Startup Wizard.
› This article will show the steps to import staff records using Startup Wizard.
ResolutionPlease complete the following steps in order to import staff record using Startup Wizard:
- Run the xPortal3000 Server Configuration Manager and xPortal3000 Client.
- Please make sure the controller is already up.
- To start import staff, please create staff record using Microsoft Excel or Text File first.The excel sheet/ text file must contains compulsory field Staff No, Card No and Staff Name.Data Source: Microsoft Excel
- At xPortal3000 Client main window, click Startup Wizard icon.
- Click on Card User button.
- Click Method 2: Importing card user record from Excel or CSV file.
- If no record yet to be added, the following window shall be shown. Ignore the message and click OK.
- Import Staff window will be shown.
- Select the Data Source type of the staff record file that you have created.
- Browse the staff record file that you have created.
- Select the right Sheet Name for Microsoft Excel data source.
Select the right Column Delimiter for Text File data source.
- In Import Rules section, make sure the selected value is Add only.
- Click Next button to continue.
- Mapped the Source Column Number with the Destination Field.
If the Door Access Code is not mapped, the default value will be 0000 which is No Access. All staff will have no permission to access the door. Please include the Door Access Code in the Data Source file to grant access on the installed controller for all staff records imported. - Please check the Start From Row and End At Row is correct.This section indicating which Start From Row and End At Row of the staff records will be imported.
- Click Next to proceed.
- Check if there is any exception and make sure the status is OK.
- Click Confirm to continue.
- The Import Staff Result window will be shown.
- Click Close to continue.
- The software will automatically send user setting (install card) to all controllers.
- After downloading all the settings, it will display a report of data being sent.
- Click Close to return to Staff Detail Setup menu.
- The newly added staff record will be listed in the Staff Detail Setup menu.
- Enter ID Number/ flash card to the reader to verify it is already installed.
- The card will get "Valid Entry Access" transaction if the staff is granted for access on the installed controller.
- Finished.
Data Source: Text File
The default value for Door Access Code is 0000 which is No Access. Please include the Door Access Code in the Data Source file before start importing. You may modify the Door Access Code later in Door Accessibility after finish importing staff record.
Door Accessibility after finish importing staff record. Custom Fields
- Summary: This article contains steps to import staff record in the xPortal3000 software by using Startup Wizard. This menu allow user to add staff by importing the staff records using excel or text file.
- Search Tags: import staff record, import staff, card user, import card user, startup wizard, xportal3000, use card, install card user, install staff record, import card, excel file, text file
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