Planning lists
As you prepare for an installation, make a list of the hardware, software, licenses, names and codes you need. Print out these
pages and keep the actual list secure as you work on the system.
The interview
The interview you have with the customer should identify:
- Which door(s) employees use to routinely enter the building
- On what days of the week they routinely enter the building
- During what hours of the day they routinely enter the building
- Person types
- Departments
- Names of supervisor personnel
- Card formats
- Facility codes
- Access rights
You will use this information in advance to prepare the system and create a blank template file in Excel, which the customer
can use to provide comma-delimited personnel records. This guide documents how to set up the system and import the collected
personnel data.
Licenses and hardware
System Display Name :_______________________________________
Licenses
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License key |
Quantity |
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Hardware
| Description |
Part number |
Quantity |
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Third-party power supplies and batteries
Doors and readers
| Description |
Module/Location name |
Door name |
Associated reader |
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Inputs and outputs
| Description |
Module/Location name |
Di/Sdi name |
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System names
Network, platform and station names
| Location |
IP Address |
Network Host Name |
Domain name |
Platform Passphrase |
Station Display Name |
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Platform credentials
| Platform/station IP address or other name |
User name |
Password |
| Supervisor |
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| Controller ... |
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User names
| Role |
User name |
Password |
Email address |
Cell/mobile number |
| Admin |
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| Badge Operator |
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| Maintenance |
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| Operator |
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| Personnel Management |
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Schedule names
| Schedule names |
Days of the week |
Hours of the day |
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Company root certificate name: ______________________________________
Certificate folder names
| Type of folder |
Location |
Name |
| Root certificate folder |
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| Server CSR folder |
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| Signed CSR folder |
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| Server certificate backup (with private keys) |
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Certificate names
| IP Address, Display Name or Domain name (Subject) |
Server/host cert name |
CSR name |
Export name |
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Supervisor station Orion database names and credentials
You need only one of these for a Supervisor station.
| Database |
Schema/database name |
Connector/J version |
User Name |
Password |
| My SQL |
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N/A |
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N/A |
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Controller station HSQL database passwords
Each controller should have a unique and strong password to protect its HSQL database.
| IP address or Name |
Password |
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