Starting the Guided Setup Tour

The Guided Setup Tour serves as a checklist to make sure that you configure all the important station components. Rather than use the checklist, you can configure each component individually. The advantage of the tour for first-time users is that using it helps you remember what needs configuring.

Prerequisites: The Show Guided Tour property is set to true in the Controller Maintenance window (Controller Setup > Miscellaneous > Controller Maintenance.

If the tour does not open automatically, you can start it by clicking the Guide button at the top of the view.
The Guided Setup Tour window opens.
Confirm that Perform Guided Setup is enabled and click OK.
The background for the Guide button at the top of the view turns green and the background of the 1 indicator turns white to indicate that you are on Step 1. This is an important step because this is where you set up the station password for the admin user.
Ensure that Go to Change Password is enabled and click OK.
The wizard navigates to Controller Setup > User Management , and opens the Password view.
Enter the current password, create a strong new password, and click Save.
The Password Changed window opens.
Click done.
The background of the step 1 button at the top of the view turns yellow.
To restart the station, click Ok.
The station restarts. This could take a couple minutes. If you have the Application Director in Workbench open, you can watch it restart. When Status reports Running, you can log in again to the station using the web UI.
Log in to the station and, to continue the rest of the Guided Setup Tour, click step 2.
The tour opens the Setup NTPPlatformService TimeServers window.
Continue with the rest of the steps, which guide you to:
- Step 4: Add Connected Modules with Network Discovery
- Step 5: Set Up Schedules for Card Access
- Step 6: Set Up Wiegand Formats
- Step 7: Create Tenants
- Step 8: Create Access Rights
- Steps 9, 10 and 11: Set Up Personnel and Badges
- Step 12: Create New System Users
To continue after each step, click the yellow step button.
One of the options when you get to step 13 is Save System Configuration. When you click Save Configuration Complete, the tour opens the 14th step for viewing the End User License Agreement (EULA). Step 15 is for viewing third-party licenses. It provides the option to End Guided Wizard Setup.
Click End Guided Wizard Setup and click OK.
If you configured properties at each step of the tour, your station is well prepared to begin operations.

The rest of this guide provides tasks in a similar order with the exception of creating personnel records and badges, which are documented in the Facility Manager’s Guide.

Starting the Guided Setup Tour

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