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SAVV SRL

SWDATIXSUITE

Users guide
Software Datix Suite
(license S1/S10/SX)

SAVV s.r.l. - Via Palli, 2 - 27053 Lungavilla (PV)


Tel. +39 0383 - 37.11.00 Fax. +39 0383 - 37.10.24
www.savv.it support@savv.it
Rel. 2.8

TABLE OF CONTENTS
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21.

Software license agreement


Introduction to Datix Suite software
System requirements
What to do before installing Datix Suite
Installing Datix Suite
Launching Datix Suite, activating the software and connecting with the
database
Main window
ACCESS
DATABASE
COMMUNICATION
SCHEDULE
TOOLS
REPORTS
CUSTOMER report (Guard tour)
DEVICE report (Guard tour)
OPERATOR report (Guard tour)
GUARD TOUR report (Guard tour)
SERVICE ORDER report (Guard tour)
CUSTOMER report (Time&Attendance)
OPERATOR report (Time&Attendance)
HELP

Annex
Annex
Annex
Annex

A.
B.
C.
D.

Installation of Datix USB drivers


Tag installation sheet
How to quick guide
Troubles shooting

1. SOFTWARE LICENSE AGREEMENT


IMPORTANT: PLEASE READ THE TERMS AND CONDITIONS OF THIS LICENSE
AGREEMENT (LICENSE AGREEMENT) CAREFULLY BEFORE USING THE SOFTWARE (AS
DEFINED BELOW). SAVV IS WILLING TO LICENSE THE SOFTWARE TO YOU AS THE
INDIVIDUAL, THE COMPANY, OR THE LEGAL ENTITY THAT WILL BE UTILIZING THE
SOFTWARE (REFERENCED BELOW AS YOU OR YOUR) ONLY ON THE CONDITION
THAT YOU ACCEPT ALL OF THE TERMS OF THIS LICENSE AGREEMENT. THIS IS A LEGAL
AND ENFORCEABLE CONTRACT BETWEEN YOU AND SAVV. BY OPENING THIS PACKAGE,
BREAKING THE SEAL, CLICKING THE I AGREE OR YES BUTTON OR OTHERWISE
INDICATING ASSENT ELECTRONICALLY, OR LOADING THE SOFTWARE, YOU AGREE TO
THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT. IF YOU DO NOT AGREE
TO THESE TERMS AND CONDITIONS, CLICK THE CANCEL OR NO OR CLOSE
WINDOW BUTTON OR OTHERWISE INDICATE REFUSAL, MAKE NO FURTHER USE OF
THE SOFTWARE, AND CONTACT YOUR VENDOR OR SAVV CUSTOMER SERVICE.
1. Licensing and copyright
The software (including any accompanying features and services) and documentation
(including any product packaging) (the Documentation), that accompanies this License
Agreement (collectively the Software) is the property of Savv or its licensors, and is
protected by copyright law. Although Savv continues to own the Software, after Your
acceptance of this License Agreement You will have certain rights to use the Software
during the Service Period. The Service Period shall begin on the date of Your initial
installation of the Software on a computer (notebook/desktop/server) or mobile computing
device (a Device), regardless of the number of copies that You are permitted to use, and
shall last for the period of time set forth in the Documentation or the applicable
transaction documentation from the authorized distributor or reseller from which You
obtained the Software. The Software may automatically deactivate and become nonoperational at the end of the Service Period, and You will not be entitled to receive any
feature or content updates to the Software unless the Service Period is renewed. Unless
otherwise clearly specified in the accompanying documentation the Service period will
have no expiry date.
This License Agreement governs any releases, revisions, updates or enhancements to the
Software that Savv may make available to You. Except as may be modified by the
Documentation, Your rights and obligations under this License Agreement with respect to
the use of this Software are as follows.
During the Service Period, You may:
A. Use one copy of the Software on a single Device. If a greater number of copies and/or
number of Devices is specified within the Documentation or the applicable transaction
documentation from the authorized distributor or reseller from which You obtained the
Software, You may use the Software in accordance with such specifications;
B. Make one copy of the Software for back-up or archival purposes, or copy the Software
onto the hard disk of Your Device and retain the original for back-up or archival purposes;
C. Use the Software on a network in desktop mode (in case the software allows to do so),
provided that You have a licensed copy of the Software for each Device that can access
the Software over that network;
D. Use the Software on a network in client-server mode (in case the software allows to do
so), provided that You have a licensed copy of the Software for the server and one CAL
license for each user who can access the server over that network from a remote Device;

E. Permanently transfer all of Your rights in the Software granted under this License
Agreement to another person or entity, provided that You retain no copies of the Software
and the transferee agrees to the terms of this License Agreement. Partial transfer of Your
rights under this License Agreement shall not be permitted. For example, if the applicable
documentation grants You the right to use multiple copies of the Software, only a transfer
of the rights to use all such copies of the Software would be valid.
You may not, nor may you permit any other person to:
A. Sublicense, rent or lease any portion of the Software;
B. Reverse engineer, decompile, disassemble, modify, translate, make any attempt to
discover the source code of the Software or create derivative works from the Software;
C. Use the Software in any manner that is not permitted pursuant to this License
Agreement.
2. Product Installation and Activation
There may be technological measures in this Software that are designed to prevent
unlicensed or illegal use of the Software. You agree that Savv may use these measures to
protect Savv against software piracy. This Software may contain enforcement technology
that limits the ability to install and uninstall the Software on a Device to not more than a
finite number of times for a finite number of Devices. This License Agreement and the
Software containing enforcement technology may require activation as further set forth in
the Documentation. During activation, You may be required to provide Your unique
activation code accompanying the Software and Device configuration in the form of an
alphanumeric code over the Internet to verify the authenticity of the Software. If You do
not complete the activation, the Software will cease to function until activation is
complete; at which time the Software functionality will be restored. In the event that You
are not able to activate the Software over the Internet, or through any other method
specified during the activation process, You may contact Savv Customer Support.
3. Limited Warranty
Savv warrants that any media manufactured by Savv on which the Software is distributed
will be free from defects for a period of sixty (60) days from the date of delivery of the
Software to You. Your sole remedy in the event of a breach of this warranty will be that
Savv will, at its option, replace any defective media returned to Savv within the warranty
period or refund the money You paid for the Software. Savv does not warrant that the
Software will meet Your requirements or that operation of the Software will be
uninterrupted or that the Software will be error-free.
4. Disclaimer of Damages
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL SAVV
OR ITS SUPPLIERS OR RESELLERS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY
INDIRECT, CONSEQUENTIAL, INCIDENTAL, PUNITIVE OR SPECIAL DAMAGES
WHATSOEVER, WITHOUT REGARD TO CAUSE OR THEORY OF LIABILITY (INCLUDING,
WITHOUT LIMITATION, DAMAGES INCURRED FOR LOSS OF BUSINESS PROFITS OR
REVENUE, LOSS OF PRIVACY, LOSS OF USE OF ANY COMPUTER OR SOFTWARE
INCLUDING THE SOFTWARE, BUSINESS INTERRUPTION, LOSS OF BUSINESS
INFORMATION OR OTHER PECUNIARY LOSS) ARISING OUT OF THIS AGREEMENT OR
THE SOFTWARE AND/OR SERVICES PROVIDED HEREUNDER, EVEN IF SAVV HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SAVV WILL NOT BE LIABLE FOR ANY
UNAUTHORIZED ACCESS TO, OR ANY CORRUPTION, ERASURE, THEFT, DESCTRUCTION,
ALTERATION OR INADVERTENT DISCLOSURE OF, DATA INFORMATION OR CONTENT

TRANSMITTED, RECEIVED OR STORED ON ITS SYSTEM CAUSED BY CIRCUMSTANCES


OUTSIDE OF SAVV CONTROL.
SAVV WILL NOT ASSUME RESPONSIBILITY CONCERNING THE CORRECT SET UP,
TRANSMISSION AND RECEPTION OF DATA ON THE GSM/GPRS NETWORK GIVEN THAT
THESE ARE OPERATED BY THIRD PARTIES, AND SUBJECT TO THE CONTRACT BETWEEN THE
CLIENT WHO OWNS THE SIM CARD AND/OR THE CELL PHONE AND THE TELEPHONE
SERVICE COMPANY ITSELF.
IN NO EVENT SHALL SAVV LIABILITY RELATED THE SOFTWARE AND/OR SERVICES
EXCEED THE PRICE YOU ACTUALLY PAID FOR THE SOFTWARE AND/OR SERVICES
5. General
This License Agreement will be governed by the laws of the State of Italy. This License
Agreement is the entire agreement between You and Savv relating to the Software and:
(i) supersedes all prior or contemporaneous oral or written communications, proposals,
and representations with respect to its subject matter; and (ii) prevails over any conflicting
or additional terms of any quote, order, acknowledgment, or similar communications
between the parties. Notwithstanding the foregoing, nothing in this License Agreement will
diminish any rights You may have under existing consumer protection legislation or other
applicable laws in Your jurisdiction that may not be waived by contract. This License
Agreement shall terminate upon Your breach of any term contained in this License
Agreement and You shall cease use of and destroy all copies of the Software and
Documentation. The disclaimers of warranties and damages and limitations on liability
shall survive termination. This License Agreement may only be modified by the
Documentation or by a written document that has been signed by both You and Savv.

2. INTRODUCTION TO DATIX SUITE SOFTWARE


What is Datix Suite software
Datix Suite is a VB.Net application to create the main database entries, configure Datix
systems, download collected data via (RS232-USB-TCP/IP-GSM) and create the reports for
the services done.
Further functions:
data exporting in user defined text files
guard tours scheduling
time and attendance calendars management
firmware upgrade

Attention: functions and devices available depend on the license code purchased

3. SYSTEM REQUIREMENTS
System requirements
Datix Suite
- MS Win XP/Vista/7
- Internet Explorer 7
- Processor 2 GHz.
- 4GB RAM
- 10 GB HD
- RS232/USB/LAN/Internet port
- Microsoft Net Framework 3.5
Contents of CD-ROM
The CD-ROM contains the files required to install and configure the following software
components
Datix Suite
Datix Reports
Note: files available in installation media may vary depending on installation type

Prerequisite Datix components required for the installation and use of Datix Suite
For the correct installation and use of Datix Suite we assume that the following
components have already been installed and are properly reachable through your
network:
MySQL server (only for systems using a MySQL database)
Database (MySQL) compatible with the Datix system purchased (only for systems
using a MySQL database)
GSM modem for the reception of data sent by Datix systems via GSM/SMS
(optional)
Please make sure to collect from your IT administrator all necessary information before
starting the installation of Datix Suite.

4. WHAT TO DO BEFORE INSTALLING DATIX SUITE


Preliminary verification
Before proceeding with the installation of Datix Suite and its components, please make sure to:
1login the operating system as Administrator
2disable the User Account Control
3temporarily disable the Windows firewall
4temporarily disable any antivirus software which may be running in the PC
5temporarily disable any further security software which may be running in the PC ( es:
Windows Defender, )

5. INSTALLING DATIX SUITE


Installation
Browse the content of the installation media and click Datix Suite Setup.exe
The following window appears shortly

Click Next

Accept the license agreement by selecting I accept the agreement and then Next

In Select Destination Location window select the installation folder. If you want to change
the default folder click Browse.
Click Next to continue.
In Select Components window select the components you want to install, then click Next

In Select Start Menu Folder select the folder in which the program shortcuts will be created.
If you want to change the default folder click Browse.
Click Next to continue.

In Ready to Install window review your settings and click Install to start the installation

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Wait for the end of the installation and click Finish.

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6. LAUNCHING DATIX SUITE, ACTIVATING THE SOFTWARE AND CONNECTING


WITH THE DATABASE
Launching and activating the software
To start Datix Suite click the icon available in your desktop or the icon

relative to the exe file available in the installation folder of the software.
The license window appears after launching the software for the first time. Enter the software
license code (and teleassistance code, if purchased)

and click OK. If the code entered is correct and for certain versions only you will be prompted
with the software activation window

If activation is not required then the database section window will immediately appear (see
below).
To activate the software click Activate now. If you choose Activate later you can use the
software up to 30 times in 30 days from the date of installation.
So, to proceed with the activation click Activate now. The Software activation window
appears shortly

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The form displays the product key (license) you entered. Check Activate the software
over the Internet (Recommended) and click Activate. You will now be connected
with the activation center. If the Product key is valid and the activation procedure
completes successfully you will be prompted with the database selction window.

If online activation did not complete successfully, verify that you have the correct product key then
retype it or contact the support center to activate the software by email or by phone (please
provide both your Computer ID and Product key when contacting the support center) . Instead, if
you got an error like Unable to connect to the activation center then check your Internet
connection and retry.

Database selection and login window


To start the software you must first connect with the database. In the following window
enter

Host: IP address or domain name of the MySQL server


Port: MySQL port (default value is 3306)
Username: username for accessing the MySQL server (default value is root)
Password: MySQL users password
Database name: name of the MySQL database (default value is dbsuite)
Uncheck Always ask for password if you want the software to remind the password.
Check Hide window to skip the Connection to MySQL database window when starting
the software.
Some software versions allow to choose between 2 database types, MySQL and
MSAccess. In this case, the following database selction window appears:

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If you choose Access Database remind to locate the dbsuite.mdb file usually available
in the installation folder. Use Find button to locate that file.
Once you have entered all required parameters click Connect. The Login window
appears

Enter Username (default value is Admin) and Password (default value is Admin) for
local authentication then click again Connect. If Username and Password are correct
the software main window appears.

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7. MAIN WINDOW
Main window

Menu and icons depend on software license purchased.


Menu
Access
Database

Communication

Schedule
Tools

Description
Users: to manage users
Exit: to close the software
Device and tag: to catalogue devices and tags according to their model and
intended use/application
Master records: to enter and manage Customers, branch offices and Operators
and to assign devices and tags.
Database printout: to show, print and export the database entries (Customers,
Offices, Operators, devices e tag)
Change database: to change the database in use
Maintenance: to perform maintenance operations on the database
COM port: to manage communication ports and to start the communication with
selected devices
Local communication (RS232/USB): to communicate locally with devices via
RS232 and USB
Outgoing GSM communication: to communicate with and to setup remote
devices via GSM (outgoing GSM communication initiated by the PC).The PC must
be connected to a GSM modem.
TCP/IP communication: to communicate locally or remotely via TCP/IP
Guard Tour Guard tour: to schedule guard tours
Guard Tour Service order: to schedule service orders
Time/Attendance Operator: to schedule time/attendance calendars
Settings for data export: to setup the data exporting towards third party
applications
Settings for data import: to setup the import of the files containing the data
collected by Datix devices

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Reports
Help

Import: to import data files


Guard tour: to view Guard Tour reports
Time/Attendance: to view Time/Attendance reports
About: to get the software version currently installed in the PC and the license
number
Guide: to access the software on-line guide
Select language: to select the interface language
Upgrade license: to upgrade the software license
Update software: to update the software via the internet
Update firmware: to update the firmware of Datix devices
Activate software: to activate the software
Create dump file: to create the dump file
Open: to open and execute a command file
Support: to enter support codes.

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8. ACCESS
Users
The function Users lets you access the window by which you can enter users and
privileges for the software Datix Suite.

You can create two types of users: internal users (hereinafter also referred to as "User")
and external users (hereinafter also referred to as "Visitors")
Users (internal users) are those who, playing an active role in your organization (eg
employees, supervisors, ...), must have access to one or more features of the software
(customers and branch offices management, devices and tags management, guard tours
scheduling, etc ...).
Visitors (external users) are those who are granted access to Customer report only. Some
examples of visitors: customers of guard companies (who are given the opportunity to
view their reports on the web), customers of cleaning / homecare companies, etc...
The permissions of each user (internal user) depend on his access level. Therefore, before
creating internal users it is necessary to define access levels and privileges. By default, the
software has got the Administrator user (belonging to the administrator access level)
with Admin/Admin as Username/Password. The Administrator user has access to all
functions of the software.
To enter a new access level select the folder Access level and click Add

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Enter the access level description in New access level field then choose the privileges in
the Privileges tab. To enable a software function for current access level check the flag
on its left.
Some functions may be associated with different degrees of privilege. See the example
below for Customer function.

Users belonging to this access level can view customers


details only. They cannot add new customers and they
cannot edit/delete existing customers. Furthermore users
cannot manage devices and tags.

Users belonging to this access level have full


control of customers, devices and tags.

Once the privileges have been defined click Save.


Further tabs now appear. By these tabs you can define the customers, the branch offices,
the devices, the operators, the guard tours and the service orders to whom or which the
users belonging to the access level may have access. Each tab has got 2 sections, right
and left. To give access to an object move it from right to left by the appropriate arrow.
Once the access levels have been set you can create internal users. To enter a new
internal user click the tab User then click Add .

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Fill in all required fields and choose the access level.


The flag Activate Web Edition for current user is available for selection only if you
have purchased Datix Suite Web and the license of Datix Suite Web has already been
activated. Flag Activate Web Edition for current user to let the user access also Datix
Suite Web.The maximum number of users who can access Datix Suite Web depends on
the number of Datix Suite Web CAL licenses purchased.
Then click Save. The User and Password set above must be used to login Datix Suite

and Datix Suite Web

As stated above the Visitors (external users) are those who are granted access to
Customer report only. To enter a new visitor click the tab Visitors then click Add. Fill in
all required fields and choose the access level.
The flag Activate Web Edition for current visitor is available for selection only if you
have purchased Datix Suite Web and the license of Datix Suite Web has already been
activated. Flag Activate Web Edition for current visitor to let the visitor access also
Datix Suite Web.The maximum number of visitors who can access Datix Suite Web
depends on the number of Datix Suite Web CAL licenses purchased.
Then click Save. The User and Password set above must be used to login Datix Suite

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and Datix Suite Web

The permissions created for Datix Suite do not apply to Datix Suite Web. Use the proper function
of Datix Suite Web to set the web permissions of Users and Visitors.

Exit
To exit the software

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9. DATABASE
Device and tag
The function Device and tag lets you access the window by which you can catalogue
Datix devices and tags in the database according to their intended use/application. This is
valid either for Guard tour or Time/Attendance. Once devices and tags have been
catalogued they are ready to be assigned to Customers, Offices, Operators or
Events/Activities (see function Master records).
So, click Device and tag to open the following window

In order to catalogue a new device, select the folder Device, choose the model and click
New device. On the right side of the previous window, according to the selected device,
information required for its cataloguing are shown

Datix Wi-Trak

Datix Proxim/Magnet

Datix MaxiMobileDownloader

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Datix X-Term

Datix NaNo

Once you have entered all the data click Save. Data like S/N, Code, can be entered
either manually or automatically (by downloading the information from the memory of the
device). Please remember that communication must be enabled first in order to obtain the
requested information from the device.
When you catalogue a new device the Assignments area is empty. The information
relative to this area appear only when the device catalogued in this window is associated
with Customers, Offices, Operators or Events/Activities (see function Master records).
In order to display the catalogued devices and their information scroll Device list as
shown in the following window

Select the device. On the right side of the window the relative information will appear
(including associated Customer/Office/Operator, if any).
If you want to apply a filter to the visualization of the devices use the function Show

In order to catalogue a new tag, select the Tag folder, choose the intended
use/application of the tag (End of shift, Guard tour,.) and click New Tag.

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On the right side of the previous window, according to the selected application,
information required for tag cataloguing are displayed

Undefined/Operator

Event/Alarm

End of shift

Start of guard tour

For use in guard tour


(to identify a location)

For use in time/attendance


(to identify a location)

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Once you have entered all the data click Save. If you catalogue a magnetic tag check
Magnetic tag and fill in the field SAVV code. If you catalogue a RFID tag do not check
Magnetic field and enter SAVV code or Standard code (10 chars).
Sometimes, for security reasons, the RFID tags are delivered without any written
information about their code. We have therefore developed a specific automatic procedure
in order to store tags code in the database. The same procedure can be used also with
magnetic tags.
1. Clear the memory of your device before starting the procedure
2. Place the tags on your desk according to a specific order and do not move them until you
have completed the operation (you can also use the Tag installation sheet in Appendix
B and stick the tags with their description)
3. Read the tags with the device (we suggest max. 10/15 tags per time)
4. Activate the communication with the device and click Get in the above window. A new
window appears with the list of the codes of the tags read by the device. The first code on
top is the code of the first tag read by the device. In order to enter this code in the
database double click it. Now the code appears in SAVV code and Standard code fields.
Then add the Description and click Save. In order to catalogue further tags click again
Get and follow the same procedure. The tags already catalogued will disappear from the
list. They will appear among the tags available for future assignments/associations (see
Master records)
When you catalogue a new tag the Assignments area is empty. The information relative
to this area appear only when the tag catalogued in this window is assigned to Customers,
Offices, Operators or Events/Activities (see function Master records).
In order to display the catalogued tags and their information scroll the Tag list as shown
in the following window

Select the tag. On the right side of the window the relative information will appear
(including associated Customer/Office/Operator, if any).
If you want to apply a filter to the visualization of the tags use Sort and Show

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Master records
The function Master records lets you access the window by which you can create
customers and operators and you can assign (associate) the devices and the tags
previously catalogued by the function Device and tag.
Click Master records to open the following window

In order to create a new customer click New Customer.


In the following window

enter the information about the Customer in the sub-folder Details and click Save. After
having clicked on Save, the right part of the window will show further sub-folders by
which it is possible to assign tags (for use in guard tour and/or time/attendance) and
devices (optional) to the customer
In order to introduce a new office for the customer click New Branch office. Skip next
window if you do not want to introduce any branch office. In the following window

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enter the information about the branch office in the folder Details (including the
Customer associated with the office), then click Save. After having clicked on Save, the
right part of the window will show further sub-folders by which it is possible to assign tags
(guard tour and/or attendance) and devices (optional) to the branch office.
Entered Customers appear in the menu Customers

The branch offices related with a particular Customer appear after having selected the
customer in the menu Branch office.
In order to assign tags and devices to a particular customer, select the customer in the
menu Customers. In the right side of Master record window the necessary folders will
appear.
In order to assign tags for time and attendance to the customer click the folder Assigned
tags (time/attendance)

and then click Tag Management. The following window appears

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In section Tags for time/attendance not assigned yet and undefined you can find
the tags previously catalogued by Device and tag and not assigned yet (still available for
association).
Select the tag you want to assign and move it in the section Assigned tags
(time/attendance) by the proper arrows

Repeat the procedure if you want to assign more tags for time/attendance. After that click
Close tag management.
In order to assign tags for guard tour to the customer click the folder Assigned tags
(guard tour)

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and then click Tag Management. The following window appears

In section Tags for guard tour not assigned yet and undefined you can find the tags
previously catalogued by Device and tag and not assigned yet (still available for
association).
Select the tag you want to assign and move it in the section Assigned tags (guard
tour) by the proper arrows

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Repeat the procedure if you want to assign more tags for guard tour. After that click
Close tag management.
In order to assign a device to the customer click the folder Assigned devices

Then click Device management


The following window appears

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In section Devices not assigned to any Customer or Branch office you can find the
devices previously catalogued by Device and tag and not assigned yet (still available for
association).
Select the device you want to assign and move it in the section Assigned devices by the
proper arrows

After that click Close device management.


In order to assign tags and devices to a branch office of a particular customer, select the
office from the menu Branch office. In the right side of Master record window the
necessary folders will appear. Please follow the same procedure used to associate tags
and devices to the customers.
In order to filter Customers and tags use the specific functions described by the following
window

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In order to introduce a new operator click the folder Operator/End of shift

Then click New Operator

and enter the information about the operator in the folder Operator. Operator code is an
alphanumeric code (like description) for the quick search of the operator. Then assign an
ID tag to the operator. You must choose the ID tag among those previously entered as
Undefined/Operator by the function Device and tag. If you like you can also assign a
specific device to the operator. Once all information required have been entered click
Save.
You will see the list of the operators in the menu Operators

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In order to sort the Operators according to name&surname or code it is necessary to use


the specific Sort function.
In order to indicate the end of the shift of the operators it is possible to define one or
more end of shift tags. End of shift tags must be created only in case the devices are used
by more than one operator (i.e.: the device is not personal) and you want to use the
Operator report. In any other case it is not necessary to create end of shift tags. End of
shift tags must be preliminary catalogued by the function Devices and tags. End of shift
tags entered by the function Device and tag appear now in the menu End of shift tag
of the Master records window as shown hereafter

In order to display the details of an end of shift tag, select it from the list. The details are
shown in the folder End of shift.

In order to trace an event (e.g. fire, open window, ) or a specific activity (e.g. entrance,
external area checking, ) by a specific tag it is possible to define one or more event tags.
Event tags must be preliminary catalogued by the function Devices and tag. Event tags
entered by the function Devices and tags appear now in the menu Event in the folder
Event

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In order to display the details of the event tag, select it from the list. Details are shown in
the Event folder.

Database printout
The function Database prontout lets you access the window by which you can
show, print and export the main database entries (Customers, Offices, Operators, devices e
tag).
Click Database printout to open the following window

From the drop-down menu located on the left of Preview button, you can select the
desired list. The Print button sends the selected data directly to the default printer of the
computer. The Preview button opens a window that shows the available data.
For each list you can specify page orientation and rows color. Filtering may be available
for some selections.
On the top of the print preview window you can find the following toolbar

by which you can print, export and manage data preview. You can export in the following
formats: xml file (*.xml), fixed text (*.txt), Excel file (*.xls), delimited text (*.csv).

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Change database
The function Change database lets you access the window by which you can
check/change the database of the software. Click Change database to open the
following window and check current settings

For some software versions you can choose between MySQL and MSAccess. In this
case, the Change database window has got the following appearance:

In order to change the database enter Host (IP address or MySQL server domain name),
Port (default=3306), Username (database user, default=root), Password (user
password) and Database name.
To use a MSAccess remind to locate first the archive file dbsuite.mdb that is usually
available in the installation folder. Use the button Find to browse for dbsuite.mdb.

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Once you have entered all data click Change. In order to cancel click Cancel. If you want
to exit the application click Exit.
Maintenance
The function Maintenance lets you access the window by which you can carry out
maintenance activities of the database. By clicking Maintenance the following window
will appear

Import database
To import the database from other Datix softwares (either MSAccess or MySQL)
such as Datix Blue Starter, Consumer, Professional, Datix Basic, Custom and
Start, Datix GlobalManager and Datix MiniManagement.

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Once you have selected the software click proceed. If requested, choose
between MSAccess and MySQL

then select the database to import by the function Open. Then click proceed.
Rebuild database
To restore/refresh the database

Choose if you want to carry out the operation on all records or for a selected
period only
Delete readings of undefined tags and tags not assigned to operators
To delete the readings relative to undefined tags (for which the intended
use/application has not been defined yet) and not assigned to operators

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Choose if you want to carry out the operation on all records or for a selected
period only
Delete readings of event tags
to delete the readings relative to event tags

Choose if you want to carry out the operation on all records or for a selected
period only
Delete readings of tags for guard tour and tags not assigned yet
To delete the readings relative to tags used for guard tour and readings relative
to tags not assigned yet

Choose if you want to carry out the operation on all records or for a selected
period only
Delete readings of tags for time/attendance and tags not assigned yet
To delete the readings relative to tags used for time/attendance and readings
relative to tags not assigned yet

Choose if you want to carry out the operation on all records or for a selected
period only

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Delete readings of end of shift tags


To delete the readings relative to tags used to specify the end of shift of the
operators

Choose if you want to carry out the operation on all records or for a selected
period only
Remove all undefined tags with no readings in database
To delete all undefined tags (for which the intended use/application has not been
defined yet). Only tags with no readings saved in the database can be removed.
If you want to remove a tag with associated readings please use the function
Delete readings of selected tag first.
Delete readings of selected device
To delete the readings carried out by a specific device

Select the device and choose if you want to carry out the operation on all records
or for a selected period only
Delete readings of selected tag
To delete the readings of a specific tag

Select the assigned customer/branch office and then the tag (guard tour or
time/attendance) for which you want to carry out the operation. Choose also if
you want to carry out the operation on all records or for a selected period only.
Delete readings of selected customer (and branch office/s)
To delete the readings of a specific Customer (or Branch office)

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Select the Customer/Branch office and choose if you want to carry out the
operation on all records or for a selected period only.
Delete readings of selected Operator
To delete the readings of a specific operator

Select the Operator and choose if you want to carry out the operation on all
records or for a selected period only.
Delete all readings
To delete all the readings present in the database

Choose if you want to carry out the operation on all records or for a selected
period only.

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10. COMMUNICATION
COM port
The function COM port lets you access the window by which you can set and manage the
communication with Datix equipments.

In section COM port settings (Local-GSM) you can define the ports for local and GSM
communication for each device according to its technical features (for TCP/IP
communication see below). Once the COM ports have been defined you can launch the
communication with the device in section Communication (Local-GSM-TCP/IP).
If you want to communicate locally (RS232/USB) select the folder Local

then select the device with which you want to communicate. The software will
automatically show the COM port previously set in COM ports settings (Local-GSM)
section.
To enable the communication click Connect. The communication window automatically
appears. If the communication window does not appear you can launch it manually by
clicking the button Communication Local communication (RS232/USB). See
section Local communication (RS232/USB) below for the detailed description of the
communication window of each device. To close the communication click Disconnect.
Datix devices communicating via the USB require the installation of USB drivers (see
ANNEX A Installation of Datix USB drivers).
To start an outgoing GSM communication click the folder Outgoing GSM

40

then select the device. The software will automatically show the COM port previously set
in COM ports settings (Local-GSM) section.
Then select the Contact you want to call and click Connect to start the call. As soon as
the connection is established the communication window automatically appears.
If the communication window does not appear you can launch it manually by clicking the
button Communication Outgoing GSM communication
To enter a new GSM contact click Add and type the details of the contact. Then click Save.

To start the communication via TCP/IP select the folder TCP/IP

then select the type of device with which you want to communicate and the TCP/IP
contact. To start the communication click Connect. As soon as the connection is
established the communication window automatically appears.
If the communication window does not appear you can launch it manually by clicking the
button Communication TCP/IP communication
To close the communication click Disconnect.
To enter a new TCP/IP contact click Add and type the details of the contact. Then click
Save.

Local communication (RS232/USB)


The function Local communication (RS232/USB) lets you manually access for each
enabled Datix device the window by which you can manage and setup locally the system
currently connected to the PC.
Local communication (RS232/USB) - Datix Magnet/Proxim
If Datix Magnet/Proxim is connected to the RS232 or USB port (via the central unit) and the
button Connect has been clicked then the following window automatically appears

41

By this window you can check the basic settings of the device (Firmware, Serial number,
Number of readings currently stored in the memory of the device, Date and time and
Battery). To adjust the clock of the device to the date and time of your PC click Get from PC
then click Set.
In Download mode section you can decide how to manage the information downloaded from
the memory of the device (RFID readings).
To download locally the RFID readings Download.
By selecting Download and preview (without details) you will get the preview of raw
records without details such as tag, operator and device description

Once the preview has been shown you may decide if saving the records in the database (click
Database) or exporting the records in a file (click Export records). If you choose Export
records then the records are saved in a file according to the settings defined in the window
Tools Settings for data exporting. To access this window from the preview click
Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and preview (with details) you will get the preview of the records
with details such as tag, operator and device description

42

Once the preview has been shown you may decide if saving the records in the database (click
Database) or exporting the records in a file (click Export records). If you choose Export
records then the records are saved in a file according to the settings defined in the window
Tools Settings for data exporting. To access this window from the preview click
Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and save records in database you will save the records in the
database without preview. The progress of the download is indicated by the following bars

By selecting Download and export file the records are automatically saved as .sav file. The
progress of the download, the file name and the destination folder are indicated by the
following window

Local communication (RS232/USB) - Datix Maxi Mobile Downloader


If Datix Magnet/Proxim is connected to the RS232 port (via the central unit) and the
buttonConnect has been clicked the following window automatically appear

43

By this window you can check the basic settings of the device (Firmware, Serial number,
Number of readings currently stored in the memory of the device, Date and time). To
adjust the clock of the device to the date and time of your PC click Get from PC then click Set.
In Download mode section you can decide how to manage the information downloaded from
the memory of the device (RFID readings).
To download locally the RFID readings Download.
Please see Datix Magnet/Proxim for detailed description of download modes.
Local communication (RS232/USB) - Datix Wi-Trak
If Datix Wi-Trak is connected to the USB port and the button Connect has been clicked then
the following window automatically appears

Scroll the tabs to access the available functions. Available functions may change according
to the model of the Datix Wi-Trak connected.
Hereafter the description of general buttons and icons
Get: to get current setting from the memory of the device
Set: to apply the requested setting
Get all: to read current settings (all settings) from the memory of the device

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Clear all: to clear all cells of the tab


Stop get all: to stop read current settings (all settings)
Close: to close the window
: to show the status of ongoing operations
Use the arrows
to access teh tabs.
Folder: Main
By this tab you can check the basic settings of the device (Firmware, Serial
number, Number of readings currently stored in the memory of the device, Date
and time and Time Zone). To adjust the clock of the device to the date and time of
your PC click Read date/time from PC then click Set. For proper working of the
device please make sure to apply the correct time zone.

In Download mode section you can decide how to manage the information
downloaded from the memory of the device (RFID readings and/or GPS positions).
To download locally the RFID readings keep Readings selected, choose one of the
options below and click Download.
By selecting Download and preview (without details) you will get the preview of
raw records without details such as tag, operator and device description

45

Once the preview has been shown you may decide if saving the records in the
database (click Database) or exporting the records in a file (click Export records). If
you choose Export records then the records are saved in a file according to the
settings defined in the window Tools Settings for data exporting. To access this
window from the preview click Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and preview (with details) you will get the preview of the
records with details such as tag, operator and device description

Once the preview has been shown you may decide if saving the records in the
database (click Database) or exporting the records in a file (click Export records). If
you choose Export records then the records are saved in a file according to the
settings defined in the window Tools Settings for data exporting. To access this
window from the preview click Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and save records in database you will save the records in
the database without preview. The progress of the download is indicated by the
following bars

By selecting Download and export file the records are automatically saved as .sav
file. The progress of the download, the file name and the destination folder are
indicated by the following window

46

To download locally the last GPS positions of the device (only for enabled devices) keep
GPS positions selected, choose one of the options below and click GPS positions.
By selecting Download and preview (without details) you will get the preview of
last GPS positions without details such as the description of the device

Click Latitude or Longitude cell to automatically view the position in Google maps
(requires internet connection).
By selecting Download and preview (with details) you will get the preview of last
GPS positions with details such as the description of the device

Click Latitude or Longitude cell to automatically view the position in Google maps
(requires internet connection).
In the lower section of the Main folder you will find two further buttons. These buttons
are useful to clone two or more devices with same settings. Once the first device has
been configured you can export a configuration file containing all main settings. The
configuration file can then be uploaded in other devices in order to obtain more units
with same settings
To export the configuration file from Datix Wi-Trak
To import the configuration file in Datix Wi-Trak in order to clone the
settings

47

Folder: Reading mode Task - Language


By this tab you can choose the RFID reading mode (automatic or manual upon
pressure of IN/OUT buttons), you can enable the use of tasks (to describe the activity
carried out by the operator) and you can upload up to 30 tasks in the memory of the
device (only for units provided with display)

In Reading mode section select Manual (In/Out) if you want to read the RFID by
pressing button IN or OUT otherwise select Automatic if you want to read the tags
automatically.
Flag Use task if you want to enable the tasks management via the display and the
membrane keyboard. The use of tasks is useful to describe the activities carried out by
the operator. You can upload up to 30 tasks per device. Tasks can be scrolled in the
display by buttons 1 and 2. Task descriptions must be entered in the window above.
To upload a task enter its text and flag the cell on the left of the text box then click
Set. If you want to upload the same tasks in all your devices we suggest to enter all
required tasks in the window above then click Save in database. Once a new
handheld has been connected click Get from database then review the tasks and
click Set.
Folder: DST - Battery
By this tab you can enable the automatic daylight saving time management and check
the battery status (charge, voltage, current, information about USB, if available - only
for readers with firmware version higher than 5.0).

48

In case of readers with firmware version lower than 5.0, the battery status is not
available and the Battery section looks like this

To enable the automatic DST management click Enable DST, enter the Offset and
then indicate Day, Time, Month and Week of Start and End of DST.
Example: if DST starts on last Sunday of March at 02.00am (the clock must move to
03.00am) and stops on last Sunday of October at 03.00am (the clock must move back
to 02.00 am) you must set
Start: day=SU, Time=02.00, Month=03, Week= Last week
End: day=SU, Time=03.00, Month=10, Week= Last week
Folder: GSM/GPS
By this folder you can manage the GSM/GPRS radio and the GPS receiver (only for
models provided with GPS)
To turn the GSM/GPRS radio on flag Enable GSM/GPRS radio and click Set. To turn
the GPS receiver on (only for models provided with GPS) flag Enable GPS receiver
and click Set. To record the GPS position while reading the tag flag Use GPS
coordinates then click Set. If you dont select Use GPS coordinates the tags read
by the device are recorded without any information about current GPS position.

49

In the field Number of rings before dialing next number you must enter the
number of rings with no answer after which the device dials the number of next
recipient (this value is used by the handheld when dispatching alerts via Voice call).
Click Set to apply the configuration.
In the field Number of retries of alert dispatch (SMS, voice, GPRS) you can
enter the number of retries the system will perform in case of failure when dispatching
alerts via SMS, voice call and GPRS. If you do not wish to apply any limit to the number
of retries set No limit. We recommend to set always the number of retries to 5. Click
Set to apply the configuration.
The number of the Sim Card of the device must be entered in the field Device Sim
number. This information is mandatory. Many functions of the device (e.g. the
transfer of readings via GPRS) are disabled if the SIM number is missing or not
properly entered.
In the section Settings for alert dispatch via text message (SMS) you must
choose how the device has to send the alerts via SMS (low battery, panic, loss of
verticality,...). If you want to send the alerts to a server set Server mode, otherwise if
you want to send the alerts in plain text to mobile phones set Text mode. Click Set to
apply the configuration. If Text mode has been selected you must enter the text
(description) for available alerts. The description will appear in the text message
received on the mobile. So enter the desired text in Main alerts and Other alerts
tabs then click Set. Furthermore, if Text mode has been selected you may choose if
attaching to the text the direct link to Google Maps (useful to view the GPS position at
the time the alert was generated). Use Add last tags read if you wish to attach to
the alert text message the description of last tags read by the device (this setting is
available only for WT-4 models).
Folder: GPRS
By this folder you can manage the GPRS communication. The window and the
functions available depend on the firmware version of the device. For units provided
with firmware version lower than 5.0 you are prompted with the following window:

50

With firmware version prior to 5.0 you can send data via GPRS in FTP or P2P mode.
For more information about FTP and P2P modes please see the hardware manual.To
select the mode choose FTP or P2P. If you dont want to send data via GPRS select
None. After selecting the mode you must choose the desired scheduling for data
transmission. You may choose to schedule data transmission according to time or
according to the number of readings (or both). To Schedule data transmission
according to time select Enable and choose the polling time (e.g.: if you want to
transfer data every 5 minutes choose Daily Every 5 minutes). To Schedule data
transmission according to the number of readings select Enable and enter the
number of readings after which the device will connect to the server. Click Set to save
the configuration.
Please remind that if you decide to schedule data transmission according to time the
device will connect to the server (according to the schedule) even in case of no
readings to download.
For both FTP and GPRS mode you must enter the IP address of the server, the Port
and the APN settings in the Access Point Name (APN) section. Click Set to save the
configuration.
To activate the automatic dispatch of alerts via text message in case of failure of the
GPRS scroll the list of available numbers in Number for backup text message in
case of failure of GPRS connection section and choose the number of the
recipient. Backup text messages are available only for alerts dispatch (Panic, Loss of
verticality,...) and not for the transmission of readings in case of failure of GPRS. Every
backup text message is encrypted. We therefore suggest to send backup text
messages to the server only (provided that a GSM modem is connected to it).
For readers with firmware version 5.0 or higher you are prompted with the following
window:

51

The only available GPRS communcation mode is P2P. If the P2P mode is enabled, you
must enter the connection parameters in Access Point Name (APN) section. For
more information about the parameters required see the hardware user guide. Once
you have entered all the required parameters, press SET. To read current parameters
from the device memory press GET. After activating the GPRS you must choose the
desired scheduling for data transmission. You may choose to schedule data
transmission according to time or according to the number of readings (or both). To
Schedule data transmission according to time select Enable and choose the
polling time (e.g.: if you want to transfer data every 5 minutes choose enter 5). To
Schedule data transmission according to the number of readings select
Enable and enter the number of readings after which the device will connect to the
server.
To activate the automatic dispatch of alerts via text message in case of failure of the
GPRS scroll the list of available numbers in Number for backup text message in
case of failure of GPRS connection section and choose the number of the
recipient. Backup text messages are available only for alerts dispatch (Panic, Loss of
verticality,...) and not for the transmission of readings in case of failure of GPRS. Every
backup text message is encrypted. We therefore suggest to send backup text
messages to the server only (provided that a GSM modem is connected to it).
To enable the GPRS communication enter all required connection parameters (Access
Point Name, APN user, APN password, IP address,.). You may also enter a
backup server. Click Set to upload new settings. Click Get to read current settings
from device memory.
Folder: Phone book and emergency calls
In section Wi-Trak phone book for alerts via text message (SMS) and voice
call you can save up to 9 phone numbers to be used as recipients of alerts dispatched
via text message (SMS) and voice call. Each alert dispatched via text message and
voice call can be addressed up to 4 of the 9 recipients described above. Enter the

52

phone number in each cell then check the flag of the numbers you actually want to
save in memory. Then click Set.

In section SIM numbers and emergency calls (key 1 and key 2) you can view
the contacts currently stored in the SIM card and you can select the recipients of the
emergency calls that can be initiated by pressing keys 1 and 2 (1 recipient each key).
To assign a recipient to key 1 or key 2 double click the desired recipient then choose
the key. The click Save.

To enter a new contact in the SIM card click New. The SIM position for the new
contact is automatically assigned by the modem.

Section SIM phonebook function appears for enabled devices only (devices
provided with display and GSM modem). By this function you can display on the screen
of the device, and then scroll and call, the contacts currently stored in the memory of
the SIM card. To activate this function flag Display Sim contacts on the screen of
the device and click Set.
In section White list flag Use white list for incoming calls if you want to filter the
incoming calls. The phone numbers of the white list are shown in the Accepted
callers area. To enter a new phone number click New, enter the phone number click
Save.

53

Folder: Audio
In section Speaker and Microphone you can set up the volume of microphone and
speaker. To apply the settings click Set.
In section Acoustic signals (beeper) you can choose the volume of the acoustic
signals provided by the beeper of the device (tag reading, incoming call alert ). To
apply the settings click Set.

Some functions and settings of Audio folder may not be available for prior firmware
and hardware versions of the device.
Folder: Low battery alert
By this folder you can manage the dispatch of low battery alerts (via text message
and/or GPRS). Select the desired dispatch mode and click Set to save the
configuration.

54

If Send alert with text message (SMS) has been selected then the Text
message (SMS) recipients tab appears. You may select up to 4 different recipients.
Available recipients can be selected from those entered by Phone book and
emergency calls tab (see Wi-Trak phone book for alerts via text message
(SMS) and voice call). Click Set to save the configuration.
Folder: Verticality
By this folder you can manage the dispatch of loss of verticality alerts (via text
message and/or GPRS and/or Voice call). Select the desired dispatch mode and click
Set to save the configuration.

If Send alert with text message (SMS) has been selected then the Text
message (SMS) recipients tab appears. You may select up to 4 different recipients.

55

Available recipients can be selected from those entered by Phone book and
emergency calls tab (see Wi-Trak phone book for alerts via text message
(SMS) and voice call). Click Set to save the configuration.
If Send alert with voice call has been selected then the Voice call recipients tab
appears. You may select up to 4 different recipients. Available recipients can be
selected from those entered by Phone book and emergency calls tab (see WiTrak phone book for alerts via text message (SMS) and voice call). Click Set
to save the configuration.
Pre-alarm duration can be used to avoid false alarms. When the sensor notices
alarm triggering status, this setting defines a period during which the sensor is
waiting for the normal status to be restored. Please remind that there is a default
hardware filter of 30 (cannot be modified by user). So if you want the alert to be
dispatched after 60 seconds you must set Pre-alarm duration=30.
To enable the pre-alarm enter its duration and click Set. When pre-alarm period
is over, and normal orientation is not restored, the device dispatches the alert.
During pre-alarm the device can alert the user by its internal beeper. To enable
the acoustic pre-alarm enter its duration and click Set. Acoustic pre-alarm
duration cannot exceed the pre-alarm duration. So if you want the alert to be
dispatched after 60 seconds and you wish to have the acoustic pre-alarm for the
last 10 seconds you must set Pre-alarm duration=30 and Acoustic pre-alarm
duration=10
Folder: No movement
By this folder you can manage the dispatch of no movement alerts (via text message
and/or GPRS and/or Voice call). Select the desired dispatch mode and click Set to save
the configuration.

If Send alert with text message (SMS) has been selected then the Text
message (SMS) recipients tab appears. You may select up to 4 different recipients.
Available recipients can be selected from those entered by Phone book and

56

emergency calls tab (see Wi-Trak phone book for alerts via text message
(SMS) and voice call). Click Set to save the configuration.
If Send alert with voice call has been selected then the Voice call recipients tab
appears. You may select up to 4 different recipients. Available recipients can be
selected from those entered by Phone book and emergency calls tab (see WiTrak phone book for alerts via text message (SMS) and voice call). Click Set
to save the configuration.
Pre-alarm duration can be used to avoid false alarms. When the sensor notices
alarm triggering status, this setting defines a period during which the sensor is
waiting for the normal status to be restored. Please remind that there is a default
hardware filter of 30 (cannot be modified by user). So if you want the alert to be
dispatched after 60 seconds you must set Pre-alarm duration=30.
To enable the pre-alarm enter its duration and click Set. When pre-alarm period
is over, and no movement is detected, the device dispatches the alert.
During pre-alarm the device can alert the user by its internal beeper. To enable
the acoustic pre-alarm enter its duration and click Set. Acoustic pre-alarm
duration cannot exceed the pre-alarm duration. So if you want the alert to be
dispatched after 60 seconds and you wish to have the acoustic pre-alarm for the
last 10 seconds you must set Pre-alarm duration=30 and Acoustic pre-alarm
duration=10
Folder: Panic
By this folder you can manage the dispatch of Panic alerts (via text message and/or
GPRS and/or Voice call). Select the desired dispatch mode and click Set to save the
configuration.

If Send alert with text message (SMS) has been selected then the Text
message (SMS) recipients tab appears. You may select up to 4 different recipients.
Available recipients can be selected from those entered by Phone book and
emergency calls tab (see Wi-Trak phone book for alerts via text message
(SMS) and voice call). Click Set to save the configuration.

57

If Send alert with voice call has been selected then the Voice call recipients tab
appears. You may select up to 4 different recipients. Available recipients can be
selected from those entered by Phone book and emergency calls tab (see WiTrak phone book for alerts via text message (SMS) and voice call). Click Set
to save the configuration.
Folder: Tags list (only for models WT-4(G)(D))
This folder is available for Datix Wi-Trak models WT-4(G)(D) designed to read and
store RFID tags for indoor tracking in order to locate the Operator where the GPS
signal is not available (i.e.: indoor).
You can upload up to 500 tags (with description) in the memory of the device. If
Add last tags read has been selected in the tab GSM-GPS then the description
of last tags read by the device will be attached to the text message sent by the
device in case of alert (provided that the tags and their description have been
previously saved in the memory of the system).
The number of attached tags changes according to the configuration of the device
(min 3, max 5). Each tag comes with date and time of reading (fixed characters) and
extra information such as Customer or Description (max. number of allowed characters
is 10).
To save the tags and their description in the memory of the device click the tab Tags
list. Section Tags uploaded in device memory shows tags already present in
memory.

To upload new tags or to edit the tags already present in memory click Get from
database. The section Available tags of the following window shows all tags
available for selection in the database. Select the tags you want to upload in the device
and move them to section Selected tags by proper arrows

58

To save the tags and their information in the memory of the device click Set. Please
remind that the maximum number of characters that can be attached each tag is 10.
The description is always attached. To attach also information about customer, branch
office and operator you must select in the following window the information requested
and relative ordering before moving the tags from Available tags section to
Selected tags section.

To view the tags currently present in the memory of the device click Get. Uploaded
tags are indicated in section Tags uploaded in device memory.

59

Example: if tag G08C0ACC has been saved in the memory of the device and the same
tag is one of the last 3 tags read before triggering an alarm then the alert text
message dispatched will contain the text indicated by the red line (up to 10 characters,
so Cliente2 - -)

Local communication (RS232/USB) - Datix NaNo


If Datix NaNo is connected to the USB port and the button Connect has been clicked the
following window automatically appears

60

Scroll the tabs to access the available functions. Available functions may change according
to the model of the Datix NaNo connected.
Hereafter the description of general buttons and icons
Get: to get current setting from the memory of the device
Set: to apply the requested setting
Get all: to read current settings (all settings) from the memory of the device
Clear all: to clear all cells of the tab
Stop get all: to stop read current settings (all settings)
Close: to close the window
: to show the status of ongoing operations
to access teh tabs.
Use the arrows
Folder: Main
By this tab you can check the basic settings of the device (Firmware, Serial
number, Number of readings currently stored in the memory of the device, Date
and time and Time Zone). To adjust the clock of the device to the date and time of
your PC click Read date/time from PC then click Set. For proper working of the
device please make sure to apply the correct time zone.
Use Date/Time format to choose the desired format of date and time shown on the
screen of the device.

In Download mode section you can decide how to manage the information
downloaded from the memory of the device (RFID readings).
To download locally the RFID readings choose one of the options below and click
Download.
By selecting Download and preview (without details) you will get the preview of
raw records without details such as tag, operator and device description

61

Once the preview has been shown you may decide if saving the records in the
database (click Database) or exporting the records in a file (click Export records). If
you choose Export records then the records are saved in a file according to the
settings defined in the window Tools Settings for data exporting. To access this
window from the preview click Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and preview (with details) you will get the preview of the
records with details such as tag, operator and device description

Once the preview has been shown you may decide if saving the records in the
database (click Database) or exporting the records in a file (click Export records). If
you choose Export records then the records are saved in a file according to the
settings defined in the window Tools Settings for data exporting. To access this
window from the preview click Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and save records in database you will save the records in
the database without preview. The progress of the download is indicated by the
following bars

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By selecting Download and export file the records are automatically saved as .sav
file. The progress of the download, the file name and the destination folder are
indicated by the following window

In the lower section of the Main folder you will find two further buttons. These buttons
are useful to clone two or more devices with same settings. Once the first device has
been configured you can export a configuration file containing all main settings. The
configuration file can then be uploaded in other devices in order to obtain more units
with same settings
To export the configuration file from Datix NaNo
To import the configuration file in Datix NaNo in order to clone the
settings

Folder: Reading mode Task - Language


By this tab you can choose the RFID reading mode (automatic or manual upon
pressure of IN/OUT buttons), you can enable the use of tasks (to describe the activity
carried out by the operator) and you can upload up to 30 tasks in the memory of the
device (only for units provided with display). Remind that automatic reading mode is
available only for certain models.

63

In Reading mode section select Manual (In/Out) if you want to read the RFID by
pressing button IN or OUT otherwise select Automatic if you want to read the tags
automatically.
Flag Use task if you want to enable the tasks management via the display and the
membrane keyboard. The use of tasks is useful to describe the activities carried out by
the operator. You can upload up to 30 tasks per device. Tasks can be scrolled by the
keyboard. Task descriptions must be entered in the window above. To upload a task
enter its text and flag the cell on the left of the text box then click Set. If you want to
upload the same tasks in all your devices we suggest to enter all required tasks in the
window above then click Save in database. Once a new handheld has been
connected click Get from database then review the tasks and click Set.
Folder: DST - Battery
By this tab you can enable the automatic daylight saving time management and check
the battery status (charge, voltage, current, informations about USB, if available - only
for readers with firmware version higher than 1.0).

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In case of readers with firmware version prior to 1.0, the battery status is not available
and the Battery section looks like this

To enable the automatic DST management click Enable DST, enter the Offset and
then indicate Day, Time, Month and Week of Start and End of DST.
Example: if DST starts on last Sunday of March at 02.00am (the clock must move to
03.00am) and stops on last Sunday of October at 03.00am (the clock must move back
to 02.00 am) you must set
Start: day=SU, Time=02.00, Month=03, Week= Last week
End: day=SU, Time=03.00, Month=10, Week= Last week
Local communication (RS232/USB) - Datix X-Term
If Datix X-Term is connected with the COM/USB port and the button Connect has been clicked
the following window automatically appears

Scroll the tabs to access the available functions. Available functions may change according
to the model of the Datix X-Term connected.
Hereafter the description of general buttons and icons
Get: to get current setting from the memory of the device
Set: to apply the requested setting
Get all: to read current settings (all settings) from the memory of the device
Clear all: to clear all cells of the tab
Stop get all: to stop read current settings (all settings)
Close: to close the window
: to show the status of ongoing operations
to access the tabs.
Use the arrows

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Folder: Main
By this tab you can check the basic settings of the device (Firmware, Serial
number, Number of readings currently stored in the memory of the device, Date
and time and Date/Time format). To adjust the clock of the device to the date and
time of your PC click Read date/time from PC then click Set. Use Date/Time
format to choose the desired format of date and time shown on the screen of the
device.
In Download mode section you can decide how to manage the information
downloaded from the memory of the device (RFID readings).
To download locally the RFID readings choose one of the options below and click
Download.
By selecting Download and preview (without details) you will get the preview of
raw records without details such as tag, operator and device description

Once the preview has been shown you may decide if saving the records in the
database (click Database) or exporting the records in a file (click Export records). If
you choose Export records then the records are saved in a file according to the
settings defined in the window Tools Settings for data exporting. To access this
window from the preview click Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and preview (with details) you will get the preview of the
records with details such as tag, operator and device description

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Once the preview has been shown you may decide if saving the records in the
database (click Database) or exporting the records in a file (click Export records). If
you choose Export records then the records are saved in a file according to the
settings defined in the window Tools Settings for data exporting. To access this
window from the preview click Settings for data exporting
Click Close at anytime if you dont want to proceed.
By selecting Download and save records in database you will save the records in
the database without preview. The progress of the download is indicated by the
following bars

By selecting Download and export file the records are automatically saved as .sav
file. The progress of the download, the file name and the destination folder are
indicated by the following window

Data are stored on a file in the mode previously set in Tools Settings for data
export window.
Press the Clear button to erase the trend of the data transfer process and have again
available the options of choice for the download.
Folder: Reading mode Task - Language
By this tab you can choose the RFID reading mode (automatic or manual upon
pressure of IN/OUT buttons), you can enable the use of tasks (to describe the activity
carried out by the operator) and you can upload up to 30 tasks in the memory of the
device.

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In Reading mode section select Manual (In/Out) if you want to read the RFID by
pressing button IN or OUT otherwise select Automatic if you want to read the tags
automatically.
Flag Use task if you want to enable the tasks management via the display and the
membrane keyboard. The use of tasks is useful to describe the activities carried out by
the operator. You can upload up to 30 tasks per device. Tasks can be scrolled by the
keyboard. Task descriptions must be entered in the window above. To upload a task
enter its text and flag the cell on the left of the text box then click Set. If you want to
upload the same tasks in all your devices we suggest to enter all required tasks in the
window above then click Save in database. Once a new unit has been connected
click Get from database then review the tasks and click Set.
Folder: Relay management
By this folder you can configure the relay.

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As described in the hardware user guide, the relay can be configured to be


controlled by a list of reserved badges (white list) or to be activated when a timer
expires. We therefore refer to Badge operated (white list) and Schedule
operated relay modes.
In the Enable relay zone and in the Work mode zone you can find the
following options:
Disable relay: to disable the relay
Schedule operated relay: to control the relay according to a list of daily
timers (max 30)
Badge operated relay (white list): to control the relay according to a
white list of authorized badges
Relay duration [sec.]: to configure the duration of the relay
N closed: to set the relay N Closed
N open: to set the relay N Open
Subfolder: Schedule operated relay
In this folder you can set up to 30 daily alarms to activate the relay (if set to be
time driven). To add a new alarm or edit an existing one, click the corresponding
cell in the Time [HH.MM] column, and enter the required value. To enable or
disable an alarm, click the corresponding cell in the Enable/Disabled column.

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Subfolder: Badge operated relay (white list)


In this folder you can manage the list of badges enabled to open/close the relay,
if the device is set to operate based on white list.

To add a new badge to the white list you must first enter the tag code in the
database (as Time/attendance tag).
If the badge to be entered has already been saved in the database as
Time/Attendance tag then press New badge.

Available tags (badges) are listed in the right section of the window. To add a tag
to the white list double click it. The selected tag will be moved into the left section
of the window. Use the Hide available tags button to return to the main screen.

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Folder: DST
By this tab you can enable the automatic daylight saving time management. In the
bottom of the folder you can also read from the device and/or set to the reader the
password required to access to the configuration menu and set the device straightly
from its keyboard, without using the software.

Each row corresponds to a DST change. For each change, you need to set date,
time and offset (+1h/ -1h). Press Set to set DST value on the device. Through
the Get button it is possibile to read the current value for the selected change.
For the Password to access device internal menu section enter a 4
alphanumeric characters password. The default value is 1234. Click Get to
retrieve current password, click Set to upload the new password
Folder: SMS/GPRS
By this folder you can activate the data transmission via GPRS or SMS.

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To send clockings via SMS flag Send one SMS (text message) after each
reading. Remind to enter the phone number of the recipient in the SMS recipient
field.
To send clockings via GPRS flag Enable GPRS and enter all the connection
parameters in the APN-Server tab (IP address, Port, Access Point Name (APN),
APN User, APN Password). Once you have entered all the required parameters, click
SET button. To read current parameters from the device memory, click GET button.
Then move to scheduling of data transmission tab in order to schedule the data
transmission. Once you have entered all the required parameters, press Set button. To
read the current parameters from the device memory, press Get button.

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11. SCHEDULE
Schedule Guard tour Guard tour
The function Schedule Guard tour Guard tour lets you access the window by which
you can create and schedule guard tour services

In order to create a new guard tour click Add. In the Main folder enter the Guard tour
name and the Max duration time of the service. If you want to check the order of tags
flag Check order of tags, if you want to check the time between tags flag Check time
between tags.

Click Save. Two further folders now appear: Assigned tags (where you can define the
tags belonging to the guard tour, the first one is the start tag) and Schedule (where you
can schedule the calendars of your guard tours).
In the folder Assigned tags you must define the guard tour start tag by choosing it
among those catalogued in the database by the function Device and tag. The tags
available as start tag are shown in the menu of the section Guard tour start.

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The information about the selected start tag appear on the right section of the window

If you are going to use this tag as start tag click Save in the Guard tour start section.
The selected start tag is now shown in the Assigned tags section.

Once you have chosen the start tag, it is necessary to define the other tags belonging to
the guard tour by clicking Tag management. The following window appears

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In the Show available tags section select the Customer (and the possible Branch
Office) for whom you are going to add the tag to the guard tour. In the section
Available tags all the tags available for the selected Customer appear. Select the tag you
want to add to the guard tour and move it in the section Assigned tags by the arrows
present between the two sections.The tag just added will be shown under the start tag
previously defined.

To add more tags repeat the same procedure


Once you have associated all tags with the guard tour click Close tag management.
Now click each tag of the guard tour in the Assigned tags section to display its details.
If in the Main folder you have decided to check either tags reading order or the time
between a tag and the next one, you have to define (for each tag) in Tag details section
either the ID number or Max time from previous tag for the tag. In order to modify
the tag ID number for the selected tag use the appropriate arrows (up and down)

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Once you have set the start tag and the tags belonging to the guard tour you need to
schedule the calendars. In order to do that click the folder Schedule and consider the
tab Time Schedule

If you are going to monitor the guard tour in real time with Datix Real Time Monitor
and/or Datix Real Time Server check I want to monitor the guard tour in real time
via RTM and or RTS.
In the same tab you can choose if the guard tour is with (Guard tour with time
settings) or without (Guard tour without time settings) time settings.
If the guard tour is without time seetings the procedure is now completed. If the guard
tour is with time settings you need to schedule the calendar and the possible exceptions.
By checking the option Guard tour with time settings the section Schedule guard
tour appears; choose if you want to schedule the guard tour every day or every week.
If you choose to schedule the guard tour Every day then in the lower section of the
window the Every day folder appears. In this folder you can enter the start time of the
guard tour and the tolerance. If the guard tour must be carried twice or more every day
please enter more start times (and relative tolerances). Please make sure that 2
consecutive guard tours do not overlap.

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In order to enter a new start time and a new tolerance click Add, enter Time and
Tolerance and click Save

If you decide to schedule the guard tour Every week then the days of the week appear.

Each checked day generates its own folder in the lower section of the window. Enter start
time and tolerance for each day.

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Once you have decided to schedule the guard tour Every day or Every week it is
necessary to declare whether to use the standard schedule (previously defined) or to
apply limitations and exceptions to the calendar.

If you want to carry out the guard tour every day or every week (in the days set before)
select Use standard schedule. If you want to limit the guard tour to specific days click
Schedule service for specific days only.

On the top left side of the window the Schedule service for specific days only folder
will appear

Click that folder to view the calendar with available days (according to the daily or weekly
planning). In order to define the specific days for the guard tour, select them with the
mouse. Days selected are marked with green colour

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If you want to exclude from the time schedule some days select Remove specific days
from standard schedule

On the top left side of the window the Remove specific days from standard schedule
folder will appear

Click that folder to view the calendar with available days (according to the daily or weekly
planning). In order to define the days to exclude from the guard tour, select them with the
mouse. Days selected are marked with red colour

It is also possible for each guard tour to add some exceptions to the standard schedule.
To add exceptions click check Exceptions to standard schedule

The folder Exceptions to standard service will appear

Click that folder to view the calendar with available days (according to the daily or weekly
planning). In order to define the days with exceptions select them with the mouse. Days
selected are marked with yellow colour. In the lower section of the window the list of the
days selected for exceptions appears.

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Choose the day for which you want to apply the exception to the standard schedule then
click Add in order to enter Time and Tolerance for the guard tour in that particular day
Eventually click Save.

To make the guard tour creation easier use Copy existing schema to apply an existing
schema to one or more new guard tours.

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Schedule Guard tour Service order


The function Schedule Guard tour Service order lets you access the window by
which you can create and schedule service orders

In order to create a new service order click Add. In the Main folder enter the Service
order name. If you want to check the time between two successive readings of the same
tag flag Check the time between two successive readings of the same tag and
enter Max. and Min time interval allowed.

Click Save. Two further folders now appear: Assigned tags (where you can define the
tags belonging to the service order) and Schedule (where you can schedule the
calendars of your service order).

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In the Show available tags section select the Customer (and the possible Branch
Office) for whom you are going to add the tag to the service order. In the section
Available tags all the tags available for the selected Customer appear. Select the tag you
want to add to the service order and move it in the section Assigned tags by the arrows
present between the two sections.

To add more tags repeat the same procedure.


Once you have associated the tags to the service order click Close tag management.

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Once you have set the tags belonging to the service order you need to schedule the
calendars. In order to do that click the folder Schedule and consider the tab Time
Schedule

In the tab Time Schedule you can choose how to schedule the service order (Every day
or Every week)
If you choose to schedule the service order Every day then in the lower section of the
window the Every day folder appears. In this folder you can enter the start time, the
duration and the number of expected readings for each guard shift of the day. You may
enter more shifts per day in order to cover, if required, the complete day (24hrs). Please
make sure that 2 consecutive shifts do not overlap.

In order to enter a new shift click Add, enter Time (i.e.: start time of the shift),
Duration, Number of expected readings and click Save

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If you decide to schedule the service order Every week then the days of the week
appear.

Each checked day generates its own folder in the lower section of the window.
For each day enter the start time, the duration and the number of expected readings for
each shift. You may enter more shifts per day in order to cover, if required, the complete
day (24hrs). Please make sure that 2 consecutive shifts do not overlap.

Once decided to schedule the service order Every day or Every week it is necessary to
declare whether to use the standard schedule (previously defined) or to apply limitations
and exceptions to the calendar.

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If you want to carry out the service order every day or every week (in the days set before)
select Use standard schedule. If you want to limit the service order to specific dates
only click Schedule service for specific days only.

On the top left side of the window the Schedule service for specific days only folder
will appear

Click that folder to view the calendar with available days (according to the daily or weekly
planning). In order to define the specific days for the service order, select them with the
mouse. Days selected are marked with green colour

If you want to exclude from the time schedule some specific days select Remove
specific days from standard schedule

On the top left side of the window the Remove specific days from standard schedule
folder will appear

85

Click that folder to view the calendar with available days (according to the daily or weekly
planning). In order to define the days to exclude from the service order, select them with
the mouse. Days selected are marked with red colour

To make the guard tour creation easier use Copy existing schema to apply an existing
schema to one or more new guard tours.
Schedule Time/Attendance Operator
This function allows to schedule the attendance of your Operators. The software provides
you with two scheduling modes:
- Basic, you set only the total daily hours to be worked by the Operator in each
customers location
- Advanced, you set the Operators expected clock in/out time in each customers
location
To access the function click Schedule>Time/Attendance>Operator.
The software will prompts you with a window which displays all operators available in the
database together with the assigned device or tag/badge

Click the icon Schedule for the Operator you wish to manage.
The scheduler appears shortly

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The middle section of the scheduler displays all accessible customers and sites (places). If
the Operator is identified by a tag/badge then the middle section displays only those
customers who are identified by one or more devices, instead if the Operator is identifed
by a personal device then the middle section displays only those customers who are
identified by one or more tags.
The right section of the scheduler shows two tabs, Advanced and Basic. Select one of
the two tabs according to the requested scheduling mode.
Follow this procedure to schedule the activity of the Operator:
-

click the button Edit


select the day of interest in the calendar on the left of the scheduler
move, by the appropriate green arrow, from the middle section of the scheduler to
either the Advanced or Basic tab the first customer/place you want to assign to the
Operator. In case of advanced scheduling select either the expected IN or OUT
time , in case of basic scheduling select the expected activity duration. Click IN,
OUT or Hours scheduled cell to edit its value

Advanced scheduling

Basic scheduling

87

repeat the same procedure for all customers/places you want to assign to the
Operator

Advanced scheduling

Basic scheduling

click the button Save and in the following window

select how to apply the schedule (day, week, month). Then click Save again.
Once the job calendar has been defined you may further extend it by the button Extend.
The following window appears

Select the schedule master period by Copy the schedule already set from to
and set the date of the calendar up to which you want to extend the schedule by the
function and extend it up to. Eventually press Save.
To completely delete the Operators schedule remove all customers/places in Advanced
or Basic tab. Instead, if you wish to remove the operators schedule only for a specified

88

date interval then click the button Delete and in the following window enter the
cancellation start and end date

Eventually click Delete to confirm.


Click Print to access the schedule summary. In the following window

click
to enter start (From) and end (To) date and eventually click
summary data.
Click

to export/print data in excel format or click

to display

to export/print data in pdf format.

89

12. TOOLS
Settings for data export
The function Settings for data export lets you access the window by which you can
configure the exporting of data collected by Datix devices and downloaded with Datix
Suite software (mainly via local communication, GSM or TCP/IP). Exported data are
collected in txt files (.sav extension). These files can then be imported by third party
software applications for further processing.

In section Folder and file name you can set the file name containing exported records
and its destination folder. You may also choose if creating new file every time you
download data or always merging new records into existing file.
To change the destination folder click Change.
In Value section flag the information you want to export (fields to be exported).
In section Type of reading/message/task and replacing text choose if you wish to
export task number and description (for enabled devices) and record type (IN or OUT
reading, for enabled devices). You can also decide to export 01 instead of 00 as task
number value for readings without associated task. In the same section you may also
enter replacing text to be to mark IN/OUT readings and alerts.
In section Export task you can decide whether to locate tag details and task information
in the same line or in two consecutive lines, and if you want to place the task number only
in a second row.
Selected fields are shown in section Fields sequence. To change the order of the fields
click the field you want to move and move it by the proper arrows. You may also change
the length of the field and decide if filling right or left (enter filling character). If you do
not want to change the length select Keep data length

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To enter new field click Add field

Then enter Field name, Length and Value.


Settings for data import
The function Settings for data import lets you access the window by which you can
configure the importing of data from text files.
Click Settings for data import to open the following window

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Data to be imported are displayed in the Values area.


In Type of reading/message/task and replacing text section you can choose to
import tasks and reading type (if the device is set to use the IN/OUT reading mode). In
this section you can also define replacing strings for each type of data.
Fields to be imported are listed in the Ordering window. Use the green arrows to move
each field up and down.
To enter a new field, Click Add field button, enter the field name and its length then save
with disk icon.

Import
The function Import lets you access the window by which you can import data from third
party text files. Data can be imported both manually and automatically.
Click Import to open the following window

92

Import manually tab


The top section lets you choose whether you want to import all files available
in the repository folder or only files with specific names.
Files to be imported must be located in the Repository folder, files that
have been imported are located in the Destination Folder
Use Change buttons to edit the folders above.
Available files section shows all files located in the Repository folder. To
import a file select it and move it to the Selected files (to import) area by
using the arrows, then click the Import button to start the procedure. The
files that have been imported are displayed in the Imported files section. If
the name of the file is preceded by the !!!_ means that the file has not been
imported at all. If the name of the file is preceded by "!!!_BAD_x_", means
that some records have not been imported; then x indicates the total number
of the records that have not been imported (each record being indicated by
***!!!***.

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Import automatically tab


The top section is similar to the Import manually tab. To automatically
import data check the flag Import data automatically and chose the
polling time used by the software to check for new files in the Repository
folder. Imported files are displayed in the Imported files area.
The icon below appears in the software toolbar when the automatic import
function is on.

WARNING = the automatic file import is active only if the software


is up.

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13. REPORTS
Guard Tour Customer report
The function Reports - Guard tour Customer report lets you access the Customer
report from Datix Suite software. For further information see Customer report section.
Guard Tour Device report
The function Reports - Guard tour Device report lets you access the Device report
from Datix Suite software. For further information see Device report section.
Guard Tour Operator report
The function Reports - Guard tour Operator report lets you access the Operator
report from Datix Suite software. For further information see Operator report section.
Guard Tour Guard tour report
The function Reports - Guard tour Guard tour report lets you access the Guard tour
report from Datix Suite software. For further information see Guard tour report section.
Guard Tour Service order report
The function Reports - Guard tour Service order report lets you access the Service
order report from Datix Suite software. For further information see Service order report
section.
Time&Attendance Customer report
The function Reports Time/Attendance Customer report lets you access the
Customer report from Datix Suite software. For further information see Customer report
section.
Time&Attendance Operator report
The function Reports - Time/Attendance Operator report lets you access the
Operator report from Datix Suite software. For further information see Operator report
section.

95

14. CUSTOMER REPORT (GUARD TOUR)


How to access and make the reports
To acces the report select Reports - Guard tour Customer report

The report main window appears shortly

Event time: device timestamp (device clock) at the time of the event
Device: device serial number
Device code:device code
Description: device description
Operators code: operators code
Operator: Operators name and surname
Customer: customer
Branch office: branch office
Tag: tag code
Description: tag description
Mode: RFID reading mode (CC=Automatic, IN=In, OUT=Out)
Task: task description (available only for certain device models)
Latitude, Longitude, GPS date/time: latest coordinates available at the time of the
event

to enter search start (From) and end (To) date then sort, if required, by device,
Click
customer, branch office, operator and tag and eventually click
to view archive data
to export/print archive data in excel format or click
to export/print archive
Click
data in pdf format.
There are two types of data exporting/printing: basic (default) and advanced (check Full
print)
The advanced printing contains all the fields displayed in the preview while basic printing
contains only the most relevant ones.
You may customize the Excel and Pdf reports with logo and footer. To set logo and footer
click Configuration>Print Options then enter logo and footer in the following window
and eventually click Save

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Instead click Configuration>Print parameters to select the data columns to be


displayed in the reports (this configuration does not apply to Full print selection).
To sort archive data for a specific customer click the icon
next to Customer field then
click the desired customer in the following window

The selected customer will then appear automatically in the Customer field. Leave
Customer field empty to search for all Customers.
Follow the same procedure to sort by
branch office
device
operator
tag
How to configure the email dispatching of your reports
The software allows to send the reports as email attachment to all the Customers whose
email address had been entered in the database. To setup this functionality click
Configuration>Email then enter the required paramaters in the following window

Server: outgoing mail server


Port: server port

97

Use authentication, User, Password: check Use authentication if your server


requires authentication. If so then enter also Username and Password.
Use SSL:check Use SSL if your server requires SSL enrcyption
Send a Ccn copy to: the software sends a copy of your messages to this address.
Leave the field blank if you dont want to send any copy of your messages
My email address: enter your email address
My name: enter your name (or the name you'd like people to see when you send
them email)
Subject: enter the subject you'd like people to see when you send them email
Message body: enter the message text you'd like people to see when you send
them email
Attachments folder: set the location where the software saves attachments
Click Save to save your seetings.
Sending service reports via email
To send your reports via email click Tools>Send Email.
The following window displays automatically all the Customers whose email address had
been entered in the database

Click
to enter search start (From) and end (To) date then select in Prepare column
the customers for whom you want to prepare the reports. Check Select all to select all
customers. Then click the button Prepare. As soon as the software completes the
preparation of the reports you will be prompted with the following window

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Click Preview attachment if you want to view the attachments.


In Send column select the customers you want to send the report to. Check Select all to
select all customers.
Eventually click the button Send. The software prompts you with the results of the
procedure by means of column Status.

99

15. DEVICE REPORT (GUARD TOUR)


How to access and make the reports
To acces the report select Reports - Guard tour Device report

The report main window appears shortly

Event time: device timestamp (device clock) at the time of the event
Device: device serial number
Device code:device code
Description: device description
Operators code: operators code
Operator: Operators name and surname
Customer: customer
Branch office: branch office
Tag: tag code
Description: tag description
Mode: RFID reading mode (CC=Automatic, IN=In, OUT=Out)
Task: task description (available only for certain device models)
Latitude, Longitude, GPS date/time: latest coordinates available at the time of the
event

to enter search start (From) and end (To) date then sort, if required, by device,
Click
customer, branch office, operator and tag and eventually click
to view archive data
Click
to export/print archive data in excel format or click
to export/print archive
data in pdf format.
There are two types of data exporting/printing: basic (default) and advanced (check Full
print)
The advanced printing contains all the fields displayed in the preview while basic printing
contains only the most relevant ones.
You may customize the Excel and Pdf reports with logo and footer. To set logo and footer
click Configuration>Print Options then enter logo and footer in the following window
and eventually click Save

100

Instead click Configuration>Print parameters to select the data columns to be


displayed in the reports (this configuration does not apply to Full print selection).
next to Device field then click
To sort archive data for a specific device click the icon
the desired device in the following window

The selected device will then appear automatically in the Device field. Leave Device field
empty to search for all devices.
Follow the same procedure to sort by
customer
branch office
operator
tag

101

16. OPERATOR REPORT (GUARD TOUR)


How to access and make the reports
To acces the report select Reports - Guard tour Operator report

The report main window appears shortly

Event time: device timestamp (device clock) at the time of the event
Device: device serial number
Device code:device code
Description: device description
Operators code: operators code
Operator: Operators name and surname
Customer: customer
Branch office: branch office
Tag: tag code
Description: tag description
Mode: RFID reading mode (CC=Automatic, IN=In, OUT=Out)
Task: task description (available only for certain device models)
Latitude, Longitude, GPS date/time: latest coordinates available at the time of the
event

to enter search start (From) and end (To) date then sort, if required, by device,
Click
customer, branch office, operator and tag and eventually click
to view archive data
Click
to export/print archive data in excel format or click
to export/print archive
data in pdf format.
There are two types of data exporting/printing: basic (default) and advanced (check Full
print)
The advanced printing contains all the fields displayed in the preview while basic printing
contains only the most relevant ones.
You may customize the Excel and Pdf reports with logo and footer. To set logo and footer
click Configuration>Print Options then enter logo and footer in the following window
and eventually click Save

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Instead click Configuration>Print parameters to select the data columns to be


displayed in the reports (this configuration does not apply to Full print selection).
next to Device field then click
To sort archive data for a specific device click the icon
the desired device in the following window

The selected operator will then appear automatically in the Operator field. Leave
Operator field empty to search for all Operators.
Follow the same procedure to sort by
customer
branch office
device
tag

103

17. GUARD TOUR REPORT (GUARD TOUR)


How to access and make the reports
To acces the report select Reports - Guard tour Guard tour report

The report main window appears shortly

Description: guard tour description


Expected start: expected start of guard tour
Actual start: actual start of guard tour
Device: description of last device performing an action on selected guard tour
Status: provides information on overall status of the tour. It may be: OK=tour
finished without errors, Alert=at least one error has occurred. Click Status cell to
review the details of the tour.
Hits: readings done (e.g.: 2/4=50% means 4 readings expected, 2 done)
Click
to enter start (From) and end (To) date.
If you want to retrieve archive data for a specific guard tour click on the icon
double click the desired guard tour in the following window

The selected guard tour will automatically appear in Tour field


Instead, leave Tour field blank to retrieve data for all guard tours in database.

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then

Click

to display archive data

Click Description or Status cell to display the details of each guard tour of the list

Tag: tag code


Tag description: tag description
Reading time: reading date and time
Status: tag status
Latitude, Longitude, GPS date/time: latest coordinates available at the time of the
reading

Tag status depends on guard tour settings and may be:


On time= the tag was read on time
Missing tag= missed tag (and the tour is over)
Still to read= the tag has not been read yet (but the tour is still ongoing)
Missed timing= wrong timing (available only if you control the time between the
tags)
Missed sequence= wrong tag sequence (available only if you control the
sequence of the tags)
Further guard tour details are provided in the top right corner of the window. Guard tour
details may be:
Not started= the tour did not start
Missing tag= missed tag
Interrupted= the tour was interrupted
Late finish= the tour finished late (end time > start time + duration)
Not completed=the tour was not completed
to export archive data in excel format or click
to export archive data in pdf
Click
format. Check Print details if you want to export also the details of guard tours.
You may customize the Excel and Pdf reports with logo and footer. To set logo and footer
click Configuration>Print Options then enter logo and footer in the following window
and eventually click Save

105

106

18. SERVICE ORDER REPORT (GUARD TOUR)


How to access and make the reports
To acces the report select Reports - Guard tour Service order report

The report main window appears shortly

Day: weekday
Date: date
From: shift start time
To: shift end time
Hits: readings done (e.g.: 2/4=50% means 4 readings expected, 2 done)
Customer: customer
Branch office: branch office
Tag description: tag description
Service order: service order name
Status: provides information on overall status of the tag belonging to service order.
Click Status cell to review the details of the tag.

to enter start (From) and end (To) date, then sort, if required, by customer,
Click
branch office, and tag, then select which shifts you want to be displayed and eventually
click
to display archive data

Check Errors only to display only data with errors (difference between expected and actual
hits).
Click Status cell to display the details of each tag of the list.

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The details window displays all readings that have been carried out for the selected tag
and any missed gap in case of two consecutive readings (only if this control has been
properly activated through the appropriate function of the software)

Date/Time: date and time of reading


Gap: time elapsed since previous reading. Red backcolor indicates that min/max
gap has not been respected.
Click
to export archive data in excel format or click
to export archive data in pdf
format.
You may customize the Excel and Pdf reports with logo and footer. To set logo and footer
click Configuration>Print Options then enter logo and footer in the following window
and eventually click Save

Select Print details to print all of the available details.

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19. CUSTOMER REPORT (TIME&ATTENDANCE)


How to access and make the reports
To acces the report select Reports Time/Attendance Customer report

The report main window appears shortly

Day: week day


Date: date
Branch office: branch office
Site: service location
Operator: Operator in charge of the service
IN, OUT: clock in & clock out
Scheduled IN, Scheduled OUT: scheduled clock in & out
Hours worked: hours worked
Hours scheduled: hours scheduled
Difference: difference between hours worked and hours scheduled

to enter search start (From) and end (To) date then select the Customer and
Click
the Branch Office (if any) or the Operator and eventually click
to view archive data
If View rounded clock in/out is not checked then the IN and OUT columns display the
clock in and clock out time regardless of the rounding rules applied. Instead check View
rounded clock in/out to view the rounded in and out time. Note that column
Difference always displays the difference between scheduled IN and OUT and rounded
clock in and clock out, regardless of View rounded clock in/out selection.
to export/print data in excel format or click
to export/print data in pdf format.
Click
You may customize the Excel and Pdf reports with logo and footer. To set logo and footer
click Configuration>Print Options then enter logo and footer in the following window
and eventually click Save

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How to configure the email dispatching of your reports


The software allows to send the reports as email attachment to all the Customers whose
email address had been entered in the database. To setup this functionality click
Configuration>Email then enter the required paramaters in the following window

Server: outgoing mail server


Port: server port
Use authentication, User, Password: check Use authentication if your server
requires authentication. If so then enter also Username and Password.
Use SSL:check Use SSL if your server requires SSL enrcyption
Send a Ccn copy to: the software sends a copy of your messages to this address.
Leave the field blank if you dont want to send any copy of your messages
My email address: enter your email address
My name: enter your name (or the name you'd like people to see when you send
them email)
Subject: enter the subject you'd like people to see when you send them email
Message body: enter the message text you'd like people to see when you send
them email
Attachments folder: set the location where the software saves attachments
Click Save to save your seetings.
Sending service reports via email
To send your reports via email click Tools>Send Email.
The following window displays automatically all the Customers whose email address had
been entered in the database

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Click
to enter search start (From) and end (To) date then select in Prepare column
the customers for whom you want to prepare the reports. Check Select all to select all
customers. Then click the button Prepare. As soon as the software completes the
preparation of the reports you will be prompted with the following window

Click Preview attachment if you want to view the attachments.


In Send column select the customers you want to send the report to. Check Select all to
select all customers.
Eventually click the button Send. The software prompts you with the results of the
procedure by means of column Status.

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Clock in/out managent How to enter a clock in/out manually


To add/edit/delete a clock in/out directly from the preview on your screen click the
corresponding IN/OUT cell

You will be prompted with the following window

For an existing clock in/out you can change the clock in/out time only. To do so edit the time
and click Save. Click Delete to remove the clock in/out. From the preview you may also add a
new clock in/out. Note that the new clock in/out will be automatically associated with the
Operator, Customer, Branch Office and Site displayed in the window.
Instead click Tools>New clock in/out to create a new clock in/out with free selection of
Operator, Customer, Branch office and site. By clicking Tools>New clock in/out you will be
prompted with the following window

You need then to select reading type (IN or OUT), Operator, Customer, Branch office, Tag,
to display the calendar). Use the icon
next to each
Device and Date/Time (click
field to make the appropriate selection. This function allows you either to attach the task
to the clock-in/out or to record a stand-alone task.
Eventually click Save.

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Other functionalities
Configuration > Rounding rules

For each scheduled IN/OUT you may set up to 2 early and late zones and you may decide
which treshold (down-V1, up-V2) the clock in/out has to be rounded to whenever it falls within
one of the two pre-set zones.
Example Scheduled IN at 11.00 with early clock in and following rounding rules

If the employee clocks in between 10.45.00 and 10.59.59 then the clock in will be
rounded to 11.00
If the employee clocks in between 10.30.00 and 10.44.59 then the clock in will be
rounded to 10.30

Example Scheduled OUT at 17.00 with late clock out and following rounding rules

If the employee clocks in between 17.00.01 and 17.10.00 then the clock out will be
rounded to 17.00
If the employee clocks in between 17.10.01 and 17.45.00 then the clock out will be
rounded to 17.45

For each unscheduled IN/OUT you may only decide which minute-mark the clock in/out has to
be rounded to (down, up).
Example Unscheduled IN at 10.32 and following rounding rules

the clock in will be rounded to 10.40

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Example - Unscheduled OUT at 15.24 and following rounding rules

the clock out will be rounded to 15.20

History > Data

to enter
By this function you can retrieve all data currently stored in your archive. Click
search start (From) and end (To) date then sort, if required, by device, customer, branch
to view archive data
office, operator and tag and eventually click
Print > Total hours

By this function you can summarize the total hours worked per Customer within a pre-defined
period of time.
to enter search start (From) and end (To) date then select the Customer and the
Click
to view archive data. Leave Customer and
Branch Office (if any) and eventually click
Branch office fields blank to retrieve data for all Customers and branch offices.
Check Daily to get data summarized day by day.
Click
to export/print data in excel format or click
to export/print data in pdf format.
Print > Task

By this function you can search, view and print the activities (tasks) carried out.
to enter search start (From) and end (To) date then select the Customer (with
Click
related Branch Office, if any) and the Operator then click

Day: week day


Date: date

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to view archive data.

Click

Device: device serial number


Operator: Operator in charge of the service
Customer: customer description
Branch office: branch office description
Site: service location
Mode: tag reading mode (IN/OUT/Automatic)
Task: task number
Description: task description
IN: clock in
OUT: clock out
Latitude, Longitude, GPS date/time: latest coordinates available at the time of the
event
to export/print data in excel format or click

to export/print data in pdf format.

The print-out provides further information on the daily total hours for each carried task and
the comparison between the time spent executing the tasks and the total time of execution of
the intervention.
Print > Task Total hours
By this function you can summarize the total hours worked to execute each task.
to enter search start (From) and end (To) date then select the Customer, the Branch
Click
to view archive data. Leave Customer, Branch
Office (if any) and the operator, then click
office and Operator fields blank to retrieve data for all Customers, branch offices and
Operators. Use the Group by function to group archive data by Customer or Operator.
Click

to export/print data in excel format or click

to export/print data in pdf format.

Tools > Check data integrity

By this function you can check the integrity of your data. To do so select start (From) and end
(To) date then click Check.

115

20. OPERATOR REPORT (TIME&ATTENDANCE)


How to access and make the reports
To acces the report select Reports Time/Attendance Customer report

The report main window appears shortly

Day: week day


Date: date
Customer: customer
Branch office: branch office
Site: service location
IN, OUT: clock in & clock out
Scheduled IN, Scheduled OUT: scheduled clock in & out
Hours worked: hours worked
Hours scheduled: hours scheduled
Difference: difference between hours worked and hours scheduled

to enter search start (From) and end (To) date then select the Operator and
Click
eventually click
to view archive data
If View rounded clock in/out is not checked then the IN and OUT columns display the
clock in and clock out time regardless of the rounding rules applied. Instead check View
rounded clock in/out to view the rounded in and out time. Note that column
Difference always displays the difference between scheduled IN and OUT and rounded
clock in and clock out, regardless of View rounded clock in/out selection.
Click
to export/print data in excel format or click
to export/print data in pdf format.
You may customize the Excel and Pdf reports with logo and footer. To set logo and footer
click Configuration>Print Options then enter logo and footer in the following window
and eventually click Save

116

How to configure the email dispatching of your reports


The software allows to send the reports as email attachment to all the Customers whose
email address had been entered in the database. To setup this functionality click
Configuration>Email then enter the required paramaters in the following window

Server: outgoing mail server


Port: server port
Use authentication, User, Password: check Use authentication if your server
requires authentication. If so then enter also Username and Password.
Use SSL:check Use SSL if your server requires SSL enrcyption
Send a Ccn copy to: the software sends a copy of your messages to this address.
Leave the field blank if you dont want to send any copy of your messages
My email address: enter your email address
My name: enter your name (or the name you'd like people to see when you send
them email)
Subject: enter the subject you'd like people to see when you send them email
Message body: enter the message text you'd like people to see when you send
them email
Attachments folder: set the location where the software saves attachments
Click Save to save your seetings.
Sending service reports via email
To send your reports via email click Tools>Send Email.
The following window displays automatically all the Customers whose email address had
been entered in the database

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Click
to enter search start (From) and end (To) date then select in Prepare column
the operators for whom you want to prepare the reports. Check Select all to select all
operators. Then click the button Prepare. As soon as the software completes the
preparation of the reports you will be prompted with the following window

Click Preview attachment if you want to view the attachments.


In Send column select the operators you want to send the report to. Check Select all to
select all operators.
Eventually click the button Send. The software prompts you with the results of the
procedure by means of column Status.

118

Clock in/out managent How to enter a clock in/out manually


To add/edit/delete a clock in/out directly from the preview on your screen click the
corresponding IN/OUT cell

You will be prompted with the following window

For an existing clock in/out you can change the clock in/out time only. To do so edit the time
and click Save. Click Delete to remove the clock in/out. From the preview you may also add a
new clock in/out. Note that the new clock in/out will be automatically associated with the
Operator, Customer, Branch Office and Site displayed in the window.
Instead click Tools>New clock in/out to create a new clock in/out with free selection of
Operator, Customer, Branch office and site. By clicking Tools>New clock in/out you will be
prompted with the following window

You need then to select reading type (IN or OUT), Operator, Customer, Branch office, Tag,
to display the calendar). Use the icon
next to each
Device and Date/Time (click
field to make the appropriate selection. This function allows you either to attach the task
to the clock-in/out or to record a stand-alone task.
Eventually click Save.
Exporting report data to text files
By this function you can export report data in various file formats. Click
Configuration>Export to configure data exporting. In the following window

119

enter the file name (including the file extension) and the destination path. Then select the
file format and the write mode. Eventually click Save.
To export data click Tools>Export. The following window displays automatically all
operators available in the database

Click
to enter exportation start (From) and end (To) date then select in Export
column the operators for whom you want to export data. Check Select all to select all
operators. Eventually click the button Export and wait for the procedure to complete.
Other functionalities
Configuration > Rounding rules

For each scheduled IN/OUT you may set up to 2 early and late zones and you may decide

120

which treshold (down-V1, up-V2) the clock in/out has to be rounded to whenever it falls within
one of the two pre-set zones.
Example Scheduled IN at 11.00 with early clock in and following rounding rules

If the employee clocks in between 10.45.00 and 10.59.59 then the clock in will be
rounded to 11.00
If the employee clocks in between 10.30.00 and 10.44.59 then the clock in will be
rounded to 10.30

Example Scheduled OUT at 17.00 with late clock out and following rounding rules

If the employee clocks in between 17.00.01 and 17.10.00 then the clock out will be
rounded to 17.00
- If the employee clocks in between 17.10.01 and 17.45.00 then the clock out will be
rounded to 17.45
For each unscheduled IN/OUT you may only decide which minute-mark the clock in/out has to
be rounded to (down, up).
Example Unscheduled IN at 10.32 and following rounding rules

the clock in will be rounded to 10.40

Example - Unscheduled OUT at 15.24 and following rounding rules

the clock out will be rounded to 15.20

History > Data

to enter
By this function you can retrieve all data currently stored in your archive. Click
search start (From) and end (To) date then sort, if required, by device, customer, branch

121

office, operator and tag and eventually click

to view archive data

Print > Total hours

By this function you can summarize the total hours worked per Operator within a pre-defined
period of time.
Click
to enter search start (From) and end (To) date then select the Operator and
to view archive data. Leave Operator field blank to retrieve data for all
eventually click
Operators.
Check Daily to get data summarized day by day.
Click
to export/print data in excel format or click
to export/print data in pdf format.
Print > Task

By this function you can search, view and print the activities (tasks) carried out.
to enter search start (From) and end (To) date then select the Customer (with
Click
related Branch Office, if any) and the Operator then click

Click

to view archive data.

Day: week day


Date: date
Device: device serial number
Operator: Operator in charge of the service
Customer: customer description
Branch office: branch office description
Site: service location
Mode: tag reading mode (IN/OUT/Automatic)
Task: task number
Description: task description
IN: clock in
OUT: clock out
Latitude, Longitude, GPS date/time: latest coordinates available at the time of the
event
to export/print data in excel format or click

to export/print data in pdf format.

The print-out provides further information on the daily total hours for each carried task and
the comparison between the time spent executing the tasks and the total time of execution of
the intervention.

122

Print > Task Total hours


By this function you can summarize the total hours worked to execute each task.
to enter search start (From) and end (To) date then select the Customer, the Branch
Click
to view archive data. Leave Customer, Branch
Office (if any) and the operator, then click
office and Operator fields blank to retrieve data for all Customers, branch offices and
Operators. Use the Group by function to group archive data by Customer or Operator.
Click

to export/print data in excel format or click

to export/print data in pdf format.

Tools > Check data integrity

By this function you can check the integrity of your data. To do so select start (From) and end
(To) date then click Check.

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21. HELP
About
To retrieve the software version currently installed in the PC and its license number. The
window gives also the MAC address of your PC, and the number of enabled users of Datix
Suite Web.

Guide
To access the software on-line guide
Select language
To select the interface language
Upgrade license
To upgrade the license of the software or to enter a new code for teleassistance. Entering
new license number requires the software to be activated again.
Update software
To update the software via the Internet. You will be prompted with the following popup.

To launch the update process click on Start.

Notice: the update process may take up to minutes


Update firmware
To update the firmware of enabled Datix devices.
In case of Datix Wi-Trak and Datix NaNo you will be prompted with the following
window.

124

To update the firmware of your device connect it to the USB port and select that port in
the Serial COM port menu. Then click Locate file and browse to the location of the new
firmware file. In some cases you may need to reconfigure the device after upgrading. The
device may reboot automatically when the upgrade is completed. Disconnect the USB
cable only after the rebooting of the device.
ATTENTION: the upgrade of the firmware must be carried out by qualified personnel only. Any
forced interruption of the procedure may lead to malfunctioning of the device. Never interrupt the
communication (eg by removing the cable or rebooting the PC, or even closing the software)
before the update process is completed.
Activate software
To activate the software. Remind that the activation must be completed within 30days/30
runs after first installation.
Create dump file
To create the Dump file for Datix devices. Please enable the communication with the
device before launching the dump creation.
Open
To open and execute a command file
Support
To enter support codes for reserved functions (e.g.: to restore readings). To launch a
reserved function enter the support code and press Enter

In case of functions which require communication between the Datix device and the PC,
please enable the communication before entering the support code.

125

ANNEX A
Installation of Datix USB drivers
The installation of USB drivers is required in order to allow proper communication between
Datix units (provided with USB port) and PC. Datix USB drivers can be found in the folder
Driver available both in the CD-ROM and in the installation folder of Datix Suite software
(provided that Datix Suite is already installed in the PC).
To install the drivers connect the device to the USB port of the PC. The following window
appears

Choose No, not this time and click Next. The following window appears

Choose Search for the best driver in these locations and Include this location in the
search then browse to the location of the folder with Datix Wi-Trak drivers

126

Click Next to start the installation. The completion of driver installation is marked by the
following window

Click Finish.
A further driver installation is now required. Windows will prompt you with the following window

Choose Install from a list or specific location then click Next to continue. Repeat the same
steps of the first driver installation until you are prompted with the following window

127

The drivers are now installed in the PC.


Check Control panel/System/Hardware/Device manager/Ports (COM & LPT) for the
COM port assigned to the Datix device. Use this COM port to communicate with the device.
Attention: some Operating Systems (e.g.: Windows 7) may not require the installation of the
USB driver of the device because they are already provided with it. Instead, if the O.S. requires
the USB driver to be installed please follow the procedure described above.

128

ANNEX B
Tag installation sheet
Fix with adhesive tape the tags in the table below and write sideways their codes and
descriptions (Customer, Location, Operator,...). If the code is not printed on the tag (by
adhesive label) please follow the appropriate procedure described in DATABASE DEVICE
AND TAG to find the code.

...........................................................

..........................................................

...........................................................

..........................................................

...........................................................

..........................................................

...........................................................

..........................................................

...........................................................

..........................................................

...........................................................

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...........................................................

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...........................................................

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...........................................................

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...........................................................

..........................................................

...........................................................

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129

ANNEX C
How to quick guide
What does this guide refer to?
This users guide describes the installation and the use of Datix Suite software
What i need to do before starting the installation
You need a MySQL server and the database compatible with the software Datix Suite. Install the MySQL
server and the database before starting the installation of Datix Suite and Datix. To install the MySQL server
and the database use the CD-ROM provided and follow the instructions. Make sure to be able to access the
MySQL server from the PC in which you are about to install the software Datix Suite (try to ping the server).
Remember that if the MySQL server has been installed in the same PC in which you are about to install the
software Datix Suite then the MySQL server is identified as localhost otherwise the MySQL server is
identified by its IP address.
How to install, launch and activate the software
Before starting the installation please remember to:
1- install the software as Administrator of the PC (Login the PC as Administrator)
2- disable UAC (User Account Control) for operating systems provided with this kind of control (e.g.:
Vista, Windows 7,...)
To install the software insert the CD-ROM provided in the CD-ROM reader of your PC, browse the content of
the CD and click Datix Suite Setup.exe. Then follow section 5 of this guide. Datix Suite icon will appear in
the desktop at the end of installation. Click that icon. You will be asked for the software license code. Enter the
software license code (and teleassistance code, if purchased) and click OK. If code entered is correct you will be
prompted with the software activation window
To activate the software click Activate now. If you choose Activate later you can use the software up to 30
times in 30 days from the date of installation.
So, to proceed with activation click Activate now. The Software activation window appears shortly

The form displays the product key (license) you entered. Check Activate the software over the Internet
(Recommended) and click Activate. You will now be connected with the activation center. If the Product
key is valid and the activation procedure completes successfully you will be prompted with the database selction
window.
y

If online activation did not complete successfully, verify that you have the correct product key then retype it
or contact the support center to activate the software by email or by phone (please provide both your
Computer ID and Product key when contacting the support center) . Instead, if you got an error like Unable
to connect to the activation center then check your Internet connection and retry.
To start the software you must first connect to the database. In the following window enter

130

Host: IP address or domain name of the MySQL server


Port: MySQL port (default value is 3306)
Username: username for accessing the MySQL server (default value is root)
Password: MySQL users password (the password for root user has been created during the installation)
Database name: name of the MySQL database (default value is dbsuite)
Uncheck Always ask for password if you want the software to remind the password. Check Hide
window to skip the Connection to MySQL database window when starting the software.
Once you have entered all required parameters click Connect. The Login window appears

Enter Username (default value is Admin) and Password (default value is Admin) for local authentication
then click again Connect. If Username and Password are correct the software main window appears.
How to setup and test the communication with my devices
The software allows to communicate with all Datix equipments. The communication mode (RS232, USB,
TCP/IP, GSM) depends on the device you want to communicate with. The software does not allow the GPRS
communication. To setup the communication click Communication COM port. You will be prompted
with the following window

In section COM port settings (Local-GSM) you can define the ports for local and GSM communication for
each device according to its technical features (for TCP/IP communication see below). Once the COM ports
have been defined you can launch the communication with the device in section Communication (LocalGSM-TCP/IP).
If you want to communicate locally (RS232/USB) with your device select the folder Local

131

then select the device with which you want to communicate. The software will automatically show the COM
port previously set in COM ports settings (Local-GSM) section.
To enable the communication click Connect. The communication window automatically appears. If the
communication window does not appear you can launch it manually by clicking the button Communication
Local communication (RS232/USB). To close the communication click Disconnect.
Devices communicating via the USB (e.g.: Datix Wi-Trak) require the installation of USB drivers. For the
installation of the drivers of Datix Wi-Trak see ANNEX A Installation of Datix USB drivers.
To start an outgoing GSM communication click the folder Outgoing GSM

then select the device. The software will automatically show the COM port previously set in COM ports
settings (Local-GSM) section. This is the COM port to which the GSM modem of the PC is connected.
Then select the Contact you want to call and click Connect to start the call. As soon as the connection is
established the communication window automatically appears.
If the communication window does not appear you can launch it manually by clicking the button
Communication Outgoing GSM communication. To close the communication click Disconnect
To enter a new GSM contact click Add and type the details of the contact. Then click Save.
To start the communication via TCP/IP select the folder TCP/IP

then select the type of device with which you want to communicate and the TCP/IP contact. To start the
communication click Connect. As soon as the connection is established the communication window
automatically appears.
If the communication window does not appear you can launch it manually by clicking the button
Communication TCP/IP communication
To close the communication click Disconnect.
To enter a new TCP/IP contact click Add and type the details of the contact. Then click Save.
How to enter a new device in the database
To enter a new device in the database you must click Database Device and tag. Click the folder Device
and select first the model of the device you are about to enter (e.g.: Datix Wi-Trak, Datix Proxim,...), then
click New device. On the right side of the same window type the S/N, the description and any other
necessary information about the device. According to the license purchased some devices can be used for
more applications (Guard Tour, Time & Attendance,..). If so when you enter a device which allows multiple
application please select the desired one. If license purchased is for Guard tour or Time & Attendance only
the application is automatically shown by the software. After entering all information click Save. You may
also get some of the above information from the device itself (click button Get) provided that the
communication with it has been previously activated.
When you create a new device the section assignments is empty.

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How to enter a new tag in the database


To enter a new tag in the database you must click Database Device and tag. Click the folder Tag and
select first the type of tag (according to its intended application) you want to create
Guard tour: standard tag to identify a location (i.e.: to identify a customer) in case of Guard tour
application
Time/Attendance: standard tag to identify a location (i.e.: to identify a customer) in case of Time &
Attendance application
Start of guard tour: to identify the start of a scheduled guard tour (its the first tag of the tour)
Undefined/Operator: to identify the job of the Operator. In case of guard tour application the Operator
must read his tag before starting his service. In case of Time & Attendance application the Operator must
approach his tag to the RFID terminal to clock in and clock out. Select Undefined/Operator to identify
temporarely a tag the application of which has not been defined yet.
End of shift: to identify the end of the shift of the Operator (the Operator must read this tag after
completing his job)
Event/Alarm: to identify events and incidents
Once the type of tag has been selected click New tag. On the right side of the same window type in the
code of the tag you are about to enter and its description. You can enter SAVV code (8 chars) or the
standard RFID tag code (10 chars). If you are entering a magnetic tag (for Datix Magnet system) check the
flag Magnetic tag.
You can enter the code of the tag in two ways: by typing the code you see on the label of the tag (provided
that your tag has been delivered with such kind of label) or by using the procedure hereafter described

1. Clear the memory of your device before starting the procedure


2. Place the tags on the table according to a specific order and do not move them until you have completed
the operation (you can also use the Tag installation sheet in Annex B and stick the tags with their
description)
3. Read the tags with the device (we suggest max. 10/15 tags per time)
4. Activate the communication with the device and click Get. A new window appears with the list of the
codes of the tags read by the device. The first code on top is the code of the first tag read by the device.
In order to enter this code in the database double click it. Now the code appears in SAVV code and
Standard code fields. Then add the Description and click Save. In order to catalogue further tags
click again Get and follow the same procedure. The tags already catalogued will disappear from the list.
They will appear among the tags available for future assignments/associations (see Master records)

How to enter a new customer in the database


To enter a new customer in the database click Database Master records then click New customer.
Enter the information about the customer and click Save. The customer now appears in the Customer list.
To assign tags and devices to the customer click Database Master records and select the customer
from the list. On the right side of the same window the following folders will appear (according to the license
purchased): Assigned tags (Guard tour), Assigned tags (Time/Attendance), Assigned devices.
To assign a tag to the customer in case of guard tour click the folder Assigned tags (Guard tour) then
Tag management and select on the right the tag you want to assign to the customer.Move the tag
selected to the left by the arrows provided. Repeat the procedure for further tags. Eventually click Close
tag management.
To assign a tag to the customer in case of time&attendance click the folder Assigned tags
(Time/Attendance) then Tag management and select on the right the tag you want to assign to the
customer.Move the tag selected to the left by the arrows provided. Repeat the procedure for further tags.
Eventually click Close tag management.
To assign a device to the customer click the folder Assigned devices then Device management and
select on the right the device you want to assign to the customer. Move the device selected to the left by
the arrows provided. Repeat the procedure for more devices. Eventually click Close device management.
Please remind that assignment of tags is mandatory for proper use of the software while assignment of
devices is not mandatory. We advice not to assign any device unless otherwise clearly indicated.
How to download data from my device
The software allows to download data from all Datix devices by local (RS232/USB), GSM and TCP/IP
communication. The type of communication required depends on the technical features of the device from
which you want to transfer data. To download data from the device you must first of all activate the
communication with it (see above). Once the communication has been activated the software automatically
prompts you with the communication window. To download data click the button Download. If you want to

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save the records into the database please make sure to select one of the following 3 options before clicking
the button Download: Download and preview (without details), Download and preview (with
details), Download and save in database.
The software Datix Suite does not allow to download data via the GPRS. To receive data and communicate
via the GPRS please refer to Datix Real Time Server
How to create and schedule guard tours and how to monitor the progress of guard tours in real time.
To setup a guard tour you need first to define the Start point of the tour. The reading of that point indicates
the start of the tour. You can choose the tag to indicate the start of guard tour among the tags entered in
Database Device and tag as Start of guard tour. Once the start of the tour has been defined you can
add further tags to create the complete tour.
To create a guard tour click Schedule Guard tour Guard tour and then Add. In the Main tab enter
the name of the tour, set the max. duration allowed and choose if controlling also the order of tags and the
time between tags. Click Save. In the Assigned tags tab choose the start point of the tour and click Save.
Then click Tag management and add other tags to the tour. To view available tags select first the
Customer or the Branch office. Once the tour has been created click Close tag management. Now you are
ready to schedule the guard tour. Click the tab Schedule. If you want to monitor in real time the guard tour
you are about to create click I want to monitor the guard tour in real time via RTM or RTS. Then if
you do not want to apply time settings select Guard tour without time settings and click Save. Your
setup is now completed. Instead if you want to apply time settings (i.e.: you want to schedule the tour) click
Guard tour with time settings. Then select the schedule (Every day or Every week) and enter the
start time and tolerance for each tour you want to schedule. You can schedule the service for specific days
only and you can remove specific days from the standard schedule. Furthermore you can apply exceptions to
standard schedule.
For further information about monitoring guard tours in real time please refer to Datix Real Time Server.
How to access the reports
You can access the reports by the function Reports of the software.

134

ANNEX D
Troubles shooting
I have installed the software but after entering the license code and clicking OK im prompted with an
error and the software closes.
Please check if the software has been installed as Administrator and if you have full privileges for the
installation folder (read/write/modify)
Im prompted with an error when connecting to the database.
Check if the database has been created correctly (use for example the MySQL Administrator then connect to
the server and look for the database in the menu Catalogues).
Make sure to enter the correct parameters required for connecting to the database.

If Datix Suite and the MySQL server have been installed in the same PC then the host name must be set to
localhost otherwise enter the IP address of the server.
The installation wizard creates the root account. So connect to the database as root with the same root
password entered during the installation process. The default name of the database is dbsuite.
If you access the server remotely check also the network connection (try to ping the server).
Firewalls and antivirus can block the connection (disable them both in the Client PC and in the MySQL
server).
I can connect to the database but i cannot login the software
Please make sure to enter the proper username and password. Default values are Admin/Admin

I cannot communicate with my device (Local, GSM and TCP/IP communication)


If you are communicating via the RS232 check if the port you have selected is correct. To do so check the
com port settings in windows control panel. If the port is correct check the cable.
If you are communicating via the GSM check if the port you have selected for the GSM modem is correct.
Then check if the SIM card is properly inserted in the Modem with PIN request disabled. If you connect to
the GSM modem via the USB or via a RS232/USB converter please make sure that USB drivers have been
properly installed.
If you are communicating via TCP/IP ask your IT administrator for the IP address of the remote device. The
standard port for TCP/IP communication is 10001. Please also disable Windows firewall and any anivirus
running in the PC and check the communication again

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NOTE

VERSION
2.6
2.7
2.8

REVISION
1.0
1.0
1.0

DATE OF SUBMISSION
January 24, 2013
February 15, 2013
March 15, 2013

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DATE OF APPROVAL
January 24, 2013
February 15, 2013
March 15, 2013

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