iVisitor Resource Center

Access Control Systems

Overview:

The following reviews which ACS iVisitor currently supports

Supported ACS:

  • AMAG Symmetry
  • DSX WinDSX
  • Honeywell EBI
  • Johnson Controls P2000
  • Kantech EntraPass
  • S2Systems NetBox
  • SoftwareHouse C-Cure 800
  • SoftwareHouse C-Cure 9000
  • Schneider Electric TAC I/NET

Overview:

The following reviews the required information in order to integrate with a supported Access Control System.

Supported Access Control Systems:

The following are supported by iVisitor:

  • AMAG Symmetry
  • DSX WinDSX
  • Honeywell EBI
  • Johnson Controls P2000
  • Kantech EntraPass
  • S2Systems NetBox
  • SoftwareHouse C-Cure 800
  • SoftwareHouse C-Cure 9000
  • Schneider Electric TAC I/NET

Requirements:

  • Contact information of your security integrator technical representative
  • The external IP address that routes to the access control system
  • Security integrator to add the following iVisitor IPs to allow inbound traffic on port 443
    • 192.184.124.97-192.184.124.111
  • The Access Level programmed within the access control system that iVisitor will be using. When a visitor is checked into iVisitor, he or she will be automatically added to your access control system as an active card holder. The visitor will assume the default access level
    • If this is deployed in a Multi-Tenant environment, access levels may be different for each tenant
  • Is iVisitor printing paper badges with badge numbers, or, will iVisitor be programming existing proximity cards?
iVisitor is printing paper badges
Existing proximity cards are programmed by iVisitor
  • Determine the number range to be assigned to visitors
  • Confirm range is large enough for 30-days
  • Confirm range is outside of employee numbers (permanent card holders)
  • Determine if the cards have a matching hot stamped number, or, if the cards need to be scanned to display the number
  • Card Format (optional)

Q. What is Access Control?

  • Access control is used as a security measure in various environments to prevent access to select areas.
  • Commonly in iVisitor usage, it is integrated with to allow guests to have specific access to certain floors of multi tenant buildings, or to allow access to specific elevators, or even just as a basic entry/exit pass for their allotted guest time frame.

Q How does an ACS integrate with iVisitor?

  • Generally speaking there are a number of ways the integration can be performed. The most common integration is with a SOAP Adapter, in which we gain access to the ACS machine, create a temporary SQL database, and install a Java-based SOAP Adapter to the machine.
  • This adapter will receive information on it from iVisitor when a guest checks in, and based on the information captured in iVisitor, the data is written to the SQL database by the SOAP adapter.
  • At this point, the ACS is configured with a Watcher service to monitor the database. When these changes come in, it takes the guest and imports the record with the badge number assigned via iVisitor into the ACS and grants/removes access accordingly.
  • Some systems may not use an adapter and can usually be troubleshot accordingly with a general support approach.

Q. Badges aren’t working/scanning. What can I do?

  • Assuming that you have access to your access control server:
    • Attempt to restart the ODBC Watcher Service if available. This is usually under Windows Task Manager but it can also be under Windows services.
    • Attempt to restart Tomcat, then the ODBC Watcher Service again.
  • Have any recent changes occurred to the environment? A change of an IP address? A change to the badge range or access level? If items such as this have changed in any way, this will cause an outage.
    • If the firewall/ISP/IP address has been modified recently, ensure that you have white listed iVisitor’s IP addresses (192.184.124.97-192.184.124.111) to allow inbound traffic.
    • Take note of the PUBLIC, EXTERNAL IP ADDRESS for the machine running the access control. Confirm that this IP address is white listed by Veristream, by confirming both the IP address, and the port utilized for inbound traffic.

Q. A new tenant just moved into the building, and passes are not working for their visitors.

This situation only applies to Multi-Tenant deployments in which access levels are different for each tenant of the building. In such cases, please consult with a Veristream Support Representative. Kindly be prepared with the following information:

  • Provide Veristream with the access control system being utilized at your facility
    • Provide an updated list of access levels to be deployed for the new tenant(s)
    • Provide any additional information as necessary. Examples may include:
      • Tenant XYZ Corp is replacing ABC Manufacturing
      • Tenant XYZ Corp is using the same settings/access level as 123 Consultants
      • Tenant XYZ Corp was previously using the access level called “All Doors”. This has been updated to the access level called “Floors 4 & 5”

Q. I’m not sure where the issue is, but the integration is not working any more

  • When did the problem begin?
    • There may be a delay writing to the database. Attempt to create a test visitor and try the pass every few minutes. It can take up to 30 minutes in some cases if there is a delay in the system. The solution for this would be to restart Tomcat/Watcher services if available.
  • Does this happen with one type of badge, or all badges?
    • It could be related to a specific tenant and their access, or it could be that every badge swiped is not granting access.
    • If single badge, in most cases the customer can swipe the badge, then check the access control system to see what the error message is on that badge in specific.
    • If multiple badges, continue on.
  • Where is the problem happening?
    • If error occurs at single turnstile/scanner, the controller/scanner may need to be power cycled or evaluated by an integrator.
    • If error occurs at all turnstiles/scanners, continue on.
  • How many printers are involved?
    • If only badges from one printer are causing issue, it may be that the bar codes are not printing correctly, or the printer settings may need adjusting, or the printer needs reset. Troubleshoot accordingly as normal.
    • If badges from all printers share this issue, it may still be a printing problem if the printers were all reset/lost settings due to a power outage or similar.
      • Send a clear, hi-resolution screenshot of the badge to a Veristream Support Representative.
  • When scanning a badge at a reader, do you get an audible beep?
    • If yes, there should be errors recorded on each failed badge in the access control system, please capture this information.
    • If no, the scanners are not working and the integrator is needed to power cycle the devices or replace them if necessary.

Badges

Overview:

This article displays out-of-the-box badge templates that are available within iVisitor. While iVisitor allows for local and global administrators to create their own simple badges, the following templates are designed to include features such as visitor photos.

The fields, content, and arrangement of the fields in the following badges cannot be altered. Please note the minimum supported width and height of each badge.

 

Design Contents Badge Name Minimum Supported Width (inch) Minimum Supported Height (inch) Supported Devices

“VISITOR”

First Name

Last Name

Date of Visit

Visitor’s Company Name

Host Name

Photo

Bravo 3.38583 2.25 Windows
Photo

Barcode

First Name

Last Name

Visitor’s Company Name

“Visiting:”

Host First Name

Host Last Name

Date of Visit & Time

Foxtrot 3.38583 2.25 Windows
First Name

Last Name

Visitor’s Company Name

Host Name

Date of Visit

Badge Number

Photo

Juliet 3.38583 2.25 Windows
“V”

“Host: ” & Host Name

First Name

Last Name

Date of Visit

Barcode

Kilo 3.38583 2.25 Windows
Photo

“ESCORT REQUIRED”

First Name

Last Name

Date of Visit & Time

Host First

Host Last

Barcode

Hotel 3.38583 2.25 Windows

Visitor Name

Visitor’s Company Name

Date & Time of Visit

Host Name

Visitor Type

Badge Number

Charlie 3.38583 2.25 Windows

First Name

Last Name

Date of Visit

Photo

Delta 3.38583 2.25 Windows

Visitor Name

“Host:”

Host Name

“Valid Through”

Date of Visit Text

Photo

Echo 3.38583 2.25 Windows
Visitor Name

Visitor’s Company Name

Date & Time of Visit

Host Name

Visitor Type

Badge Number

Quebec 3.38583 2.25 Windows

First Name

Last Name

Visitor’s Company Name

Host Name

Date of Visit

Barcode

Photo

Golf 3.38583 2.25 Windows

Photo

Barcode

First Name

Last Name

Date of Visit

Host First

Host Last

“ESCORT REQUIRED”

India 3.38583 2.25 Windows

Date of Visit

Visitor Name

Visitor’s Company Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Badge Number

Lima 3.38583 2.25 Windows

Photo

Visitor First Name

Visitor Last Name

“Valid:”

Start of Visit Date

End of Visit Date

“Host: ” & Host Name

Mike 2.25 3.38583 Windows

Visitor Last Name Visitor First Name

“Host:”

Host Last Name Host First Name

Visit Date in dd month yyyy format

November 3.38583 2.25 Windows

Visitor First Name

Visitor Last Name

Host Name

Date of Visit

Barcode

Photo

Oscar 3.38583 2.25 Windows

Host Company Name

Visitor Name

“Host:”

Host Name

“Valid Through”

Date of Visit Text

Photo

Tango 3.38583 2.25 Windows

“VISITOR”

Visitor First Name

Visitor Last Name

Host Name

Barcode

Date & “ESCORT REQUIRED” & Time

Victor 3.38583 2.25 Windows

Photo

Visitor First Name

Visitor Last Name

Visitor Company Name

“Host: ” & Host Name

“Escort Required””

“Valid Through:”

Date of Visit

Barcode

GEPWBadge 2.25 3.38583 Windows

Photo

Visitor First Name

Visitor Last Name

Visitor Company Name

“Host: ” & Host Name

“Valid Through: ”

Date of Visit

Barcode

GEPWBadge 2.25 3.38583 Windows

Visitor Name

Visitor’s Company Name

Date of Visit

iVisitor Basic 3.38583 2.25 Windows
iPad
Date of Visit

Visitor Name

Visitor’s Company Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Badge Number

Uniform
3.38583
2.25 Windows
iPad

Date of Visit

Visitor Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Badge Number

Uniform Private 3.38583 2.25 Windows
iPad

Date of Visit

Visitor Name

Visitor’s Company Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Barcode

Badge Number

Uniform Barcode 3.38583 2.25 Windows
iPad

Date of Visit

Visitor Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Barcode

Badge Number

Uniform Private Barcode 3.38583 2.25 Windows
iPad

“VISITOR”

First Name

Last Name

Visitor’s Company Name

Host

Date of Visit

“ESCORT REQUIRED”

Alpha 3.38583 2.25 Windows
iPad

Location Name

“V”

Visitor Name

“Exp. Date ” & End Date of Visit

“Host: ” & Host Name

Barcode

iVisior Classic 2.25 3.38583 iPad

 

Barcode Scanning

Overview

This article reviews how barcodes are utilized in pre-registration emails that are sent to visitors prior to a visit.

Background

Pre-registration of a visitor refers to the scheduling of a visitor before his or her visit. When pre-registering a visitor, you may push an email notification to the visitor, provided that the visitor’s email is supplied, and the Send Visitor Notification of Scheduled Visit option is enabled.

By sending an email notification to the visitor, the following email template will be sent:

John Smith,

You have been scheduled for a visit to ABC Consultants – Chicago Office

Visit Host: Jane Doe
Destination: Conference Room
Visit Date: 06/05/2018 9:30am

In addition, a registration barcode may be included in this email notification to allow for a faster check-in experience. By including a registration barcode, your visitor can simply scan the barcode included in their registration email at a barcode reader attached to iVisitor – making for a quick & seamless check in process.

Pre-Requisites

Confirm with a Veristream Support Representative that your location is setup to deliver barcodes in registration emails. Once enabled, confirm that the following are true:

  1. When a visitor is pre-registered for a meeting, they will receive an email that includes a barcode
    1. Confirm that the Send Visitor Notification of Scheduled Visit option is enabled
  2. When the pre-registered visitor arrives at the location, the location will have a kiosk or reception station equipped with a working barcode scanner
  3. Scanning the barcode displayed in the pre-registration email should result in an automatic check in of the respective visitor

Workflow/Functionality

  1. Upon pre-registration, your visitor receives a notification of that they are registered for a visit
  2. Their email notification includes a bar code
  3. Upon arrival to your building, your visitor scans their barcode at the kiosk or reception point for check in, printing a badge for the visitor

Host Notifications and Badge Printing

If the E-Mail Host Upon Arrival option is enabled, you, as the host, will receive an email when your visitor arrives. Please note that any host notifications will ONLY be sent during the first check-in, meaning, that if a visitor checks in and out multiple times throughout the day, only one check-in notification will be sent to the host. Additionally, a badge will print ONLY during the first check-in.

Overview:

There are 13 major one-dimensional and two-dimensional barcode types. They all come down to two different types – One-Dimensional (1D) Barcodes and Two-Dimensional (2D) Barcodes. This document reviews the types of barcodes used within iVisitor.

One-Dimensional (1D) Barcodes

1D barcodes represent data by varying the widths and spacing of parallel lines and are often referred to as linear. There are a number of 1D barcodes, this document will only cover those that are supported by iVisitor.

CODE 39

Code39 barcodes allows the use of both digits and characters, and its name originates in the fact that it could only encode 39 characters—though in its most recent version the character set has been increased to 43.

code39

When Does iVisitor Use CODE39?
Badge Printing
Windows/HTML Kiosk Check-In
Windows/HTML Kiosk Check-Out
Reception Check-In
Reception Check-Out

Two-Dimensional (2D) Barcodes

2D barcodes represent data by using two-dimensional symbols and shapes. They are similar to that of 1D barcodes, only they can represent more data per unit area. There are a number of 2D barcodes, this document will only cover those that are supported by iVisitor.

PDF417

PDF417 codes are 2D barcodes are used in applications that require the storage of huge amounts of data, such as photographs, fingerprints, signatures, text, numbers, and graphics. They can hold over 1.1 kilobytes of machine-readable data, making them much more powerful than other 2D barcodes. Like QR codes, PDF417 barcodes are public domain and free to use. iVisitor uses PDF417 when sending barcodes over email, or, when using the iPhone Passport/Wallet feature.

pdf417

When Does iVisitor Use PDF417?
Email Pre-Registration
Windows/HTML Kiosk Check-In
Windows/HTML Kiosk Check-Out
iPad Kiock Check-In *Coming Soon
iPad Kiosk Check-Out *Coming Soon
Reception Check-In
Reception Check-Out

Overview:

The following article reviews the supported barcode scanners with iVisitor. While other barcode scanners may work with iVisitor, the following scanners are those that have been officially tested and are therefore supported by Veristream.

Zebra Symbol LS2208

Decode Capability:

Code 93, Code 39, UCC/EAN-128, IATA, GS1 DataBar, Discrete 2 of 5, Codabar, Code 128, Code 11, UPC, Interleaved 2 of 5, MSI-Plessey

Connectivity:

Handheld Wired

Motorola Symbol DS9208

Decode Capability:

All 1D and 2D barcodes.

Connectivity:

Desktop Wired

Motorola DS457

Decode Capability:

All 1D and 2D barcodes.

Connectivity:

Wired

 

Download the following instructions for configuring your barcode scanner.

Setting Up Barcode Scanning with iVisitor

Overview:

This article provides instructions on how to print a barcode on a badge.Note that some Custom Badges may already contain a barcode. For these badges, no further action is required.

Printing a Barcode:

  1. Under the Visitor Badging item, create a new badge or, update an existing
  2. iVisitor allows you to supply up to 6 rows of information. For the row in which you would like to display the barcode (typically the last row), select Data  for the Field Type
  3. For the respective row, select Badge Number  as the adjacent Content
  4. Under the Data Field Formats Row, locate the respective Row. In the Example below, we’ll use Row 5  , as Row 5 was the row used on steps 2 & 3.
  5. Under respective Font field, select the Barcode 39  option

Overview:

This article describes the steps required to configure your barcode scanner to allow for scanning of mobile devices

Motorola Symbol DS9208

Motorola DS457

Steps:

View the following article

https://www.zebra.com/content/dam/zebra_new_ia/en-us/manuals/barcode-scanners/ds457-integration-guide-en-us.pdf

  1. Enable Mobile Phone/Display Mode on page 6-22. On the PDF, this is page 84
  2. Scan the 4 barcodes on page 84. This will allow the scanner to read from the screen itself
  3. Scanning the barcodes on page 6-23 (85) to enable scanning of PDF417 barcodes

Citizenship

Overview

This article reviews the Citizenship feature on iVisitor

Using Citizenship Fields

Visitor Citizenship may be captured in efforts to easily identify foreign nationals. To utilize this feature, a Veristream Administrator must enable the Log Citizenship option that appears on the Location page. When enabled, a drop-down option with available countries will be displayed, forcing users to denote their visitor’s country of citizenship.

When utilized, foreign nationals will display in red on the Reception page.

Additionally, a secondary citizenship, or Dual Citizenship can be assigned by enabling the Dual Citizenship option under Location.

Overview

This article provides the steps necessary for enabling Citizenship fields on the Add a Visitor page

Enable Citizenship by Location

Note that steps 3 & 4 can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

  1. Navigate to Site > Location
  2. Provide a value for the Located in Country dropdown
    1. Note that if a value for the Located in Country dropdown is not displayed, all visitors will appear in red on the Reception page, and are considered foreign nationals.
  3. Enable to Log Citizenship option
  4. To default the citizenship to the value supplied in Step 3, enable the Default Citizenship to Yes option

Dual Citizenship

Some locations may elect to capture Dual Citizenship. Note that Dual Citizenship should not be enabled independently; it is recommended to first follow the instructions outlined in the previous chapter. Note that this can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

  1. Navigate to Site > Location
  2. Enable the Enable Dual Citizenship value

Export Control Checks

Some customers may have a list of Export Controls that must be followed prior to checking in visitors. Note that this can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

When the Export Controls option is enabled, the user can access a shared document across the organization prior to checking in visitors. This document may contain a list of rules, or checklist items to be confirmed prior to scheduling a visitor.

To enable this feature, please ensure that the Citizenship fields are enabled. This is outlined in the beginning of this article.

  1. Navigate to Site > Location
  2. Enable the Enable Export Compliance (Arrival Instructions and Log Citizenship Required) option

Citizenship Notifications Email

If the Citizenship Notifications Email option is enabled, a user (or distribution list of users) may receive an email notification when a foreign national is scheduled. The email received by the recipient looks like the following:

Your visitor: James Hurley
Visiting: Dale Cooper
Scheduled by: Audrey Horne
Scheduled for: 05/16/2018 08:30 AM – 05/16/2018 05:30 PM
Location: Washington State
Destination: Interrogation Room
Country of Citizenship Argentina

To enable this feature, please ensure that the Citizenship fields are enabled. This is outlined in the beginning of this article.Note that this can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

  1. Navigate to Site > Location
  2. Provide the desired email address for the Citizenship Notifications Email field

Delivery Control

About Delivery Control

Delivery Control allows you to log and track deliveries within your location. Much like adding and checking in visitors, a delivery may be added, checked in, and checked out. This article explains the additional Delivery Control options, as well as their use and purpose.

 

My Deliveries

The My Deliveries page, much like the My Visitors page, lists all your current, past, and scheduled deliveries. To access the My Deliveries page, click on Recurrent Visitors  , followed by My Deliveries .

Can’t see the My Deliveries Page?

Veristream Administrator can display this page by enabling the View My Deliveries option in the Admin Controls > Authorities page on iVisitor.

Clicking on the Sender’s Company Name or Relationship  will provide additional information about the delivery. Note that a guard or reception user can typically add a delivery on your behalf, so it may be beneficial to understand this information, and where it can be located.

The Delivery Information can be better explained in Adding Deliveries.

 

Adding Deliveries

To add a new delivery, click on Recurrent Visitors  , followed by Add a Delivery .

Can’t see the Add a Delivery Page?

Veristream Administrator can display this page by enabling the following options in the Admin Controls > Authorities page on iVisitor:

  • View Delivery Control
  • Edit Delivery for your tenant or location
  • or, Edit Delivery for any tenant or location

 The Sender’s Company Name or Relationship is the name of the sender in which you would expect the return to address

 The Carrier is the name of the parcel service delivering the package. For example FedExUSPS, or DHL.

 The Recipient of the package. By selecting a recipient, this delivery will display on the user’s My Deliveries page

 Optionally elect to send an Email notification to the recipient once the delivery is checked in

 A short Description of the delivery can be quite useful, as it provides both the recipient and the user checking the delivery in a brief summary on what the delivery and/or package could be

 A tracking number, or Manifest number may also be supplied to quickly reference the status of any expected packages

 Optionally provide the delivery driver’s First & Last Name

 Additional Delivery Information may be supplied, such as the Vehicle #Vehicle License and a Delivery Destination

 Supply an Expected Arrival and Departure date for the delivery driver. For example, if a delivery truck usually arrives around noon, and it takes 2 hours to load or unload a truck, such parameters may be specified here

 Click Save on the future delivery record to check in at a later time.

 You may also Check In the delivery at the desired time.

 Click Cancel to abort the delivery process

 

Using Delivery Control

The Delivery Control page functions much like the Reception page. On this page, a delivery can be officially Checked In or Checked Out. To check a delivery in or out, click on Recurrent Visitors  , followed by Delivery Control .

Can’t see the Delivery Control Page?

Veristream Administrator can display this page by enabling the following options in the Admin Controls > Authorities page on iVisitor:

  • View Delivery Control
  • Edit Delivery for your tenant or location
  • or, Edit Delivery for any tenant or location
  • Check in Delivery for any tenant or location

 As deliveries as scheduled, they will appear in the Scheduled Deliveries panel

 Click on the Sender Name to view additional delivery information, make changes, cancel, or Check In the delivery. To learn more about making changes to a delivery, please refer to Adding Deliveries.

 To quickly Check In a group of deliveries, say multiple trucks, check the Check Boxes next to the appropriate deliveries, and click the blue In  button. Notice that this handy short cut enables you to Check In a group of deliveries with just a few clicks

 Once a delivery is Checked In, it will become displayed n the Current Deliveries panel. A current delivery may be Checked Out by clicking the Sender name, and selecting the Check Out option.

Employee & Use Management

In This Article:

This article reviews the process for allowing users to create their iVisitor account. When this feature is enabled, users with an approved email domain will be able to create an iVisitor account.

Requirements:

Local Administrator or a Multi-Location Admin may modify the allowed email domains by navigating to the Location tab and supplying valid domain names for the Allowed E-mail domain for Enrollment field. When considering allowed email domains, only corporate email domains should be allowed. For organizations with multiple email domains, values may be separated by a space. When utilized, only users with an email matching the supplied domain name(s) will be allowed to enroll. In the example below, only users with an email address ending with @veristream.com or @ivisitor.com are approved for self-registration.

Self-Registration:

To begin, access iVisitor by locating your unique customer URL. Your customer URL looks something like this:

https://www.visitorentrysystem.com/ivisitor/Login?katfsn=39038301&oblbtd=001

To begin, click on the New to iVisitor link that appears at the bottom of the login page

The following page will be displayed, prompting you for required information needed in order to create an iVisitor account for you. To continue, please supply the following required fields (denoted with a red asterisk)

 Your Home Location is the primary city/building in which you work. While you may be able to change your location at a later time, it is important to chose the location that makes sense. If you do not see your location listed, please contact a Multi-Location Admin. If you wish to hide this field (typically for multi-tenant users), a Veristream Admin can do so by enabling the following options under the Customer Management page:

  • Remove Location from Self Enrollment
  • Self Enroll Includes Badge ID Number

Note that, in order to enable these features, consult with the Veristream Support team.

 Your First Name as you would like for it to appear on your profile

 Your Last Name as you would like for it to appear on your profile

 Your Corporate Email Address will act as the email address that will receive all visit notifications. It is important to use your corporate email address, as opposed to a personal email address. Note that only email addresses that end with approved email domains will be accepted.

 Confirm your Corporate Email Address

 Your Log In User Name should be something easy to remember and must be unique. Your username cannot contain any spaces. In the event that you select a username that is already in use, you will be asked to select a different username

 Click Submit to authenticate your account.

Authenticating Your Account:

If all information supplied was valid, a successful message will be displayed on the iVisitor page.

The message will instruct you that you should be receiving an email containing your log in information. At this time, an email from noreply@ivisitor.com is sent to the supplied Corporate Email Address supplied in the section above. This email will contain your account username and password.

To create your account, navigate back to your customer URL, and supply the provided username and password.

It is recommended that you change the default password after you have logged in for the first time. To change your password, click on My Profile  and supply a new password under the New Password field.  Make sure to confirm your password. Click Save  to update your password.

File Requirements

When importing a file of employees into iVisitor, the following file requirements must be met:

  • The file must be saved as a csv
  • The field delimiter must be set as a carat (^) symbol. Depending on your computer’s regional settings, Microsoft Excel will default this delimiter to either a comma (,) or a semicolon (;). To change the delimiter:
    • Open the file in Notepad
    • Select Edit > Replace
    • Replace the current delimiter (,) with a carat (^)
    • Select the Replace All option
    • Save the file
  • The file cannot contain any of the following characters:
    • <>/\()[]{};–

The file must also contain at least the required fields. While the field names cannot change and must appear in the order in which they are documented. Note that iVisitor does not upload any additional fields, such as DepartmentSupervisorShift, etc.. as there is no designation for these fields.

Field Name
Description
Maximum Length
Required?
Location The Location name, or Tenant name that the employee resides. 50 characters Yes
Last Name The last name of the user. 30 characters Yes
First Name The first name of the user. 30 characters Yes
Email Address The employee’s email address. 100 characters Yes
Employee ID A static & unique attribute used to identify an employee. Veristream does not recommend using an email address as a unique identifier, as it may change if a name were to change. 100 characters Yes
Title The employee’s title 50 characters No
Login User Name The desired username for the employee If no username is supplied, iVisitor will provide the default username as ‘FirstnameLastname’. For example, the default username for ‘Jane Doe’ will be ‘JaneDoe’ 60 characters No
Phone Number The phone number of the employee 50 characters No
Cell Number The cell number of the employee 50 characters No
Badge Number If integrating with an Access Control System, the employee’s badge number may be supplied 30 characters No
Telephone Extension The telephone extension of the employee 20 characters No

One Time Manual Import via System Admin

A one-time manual import is a quick and efficient way to upload an initial list of employees to iVisitor. When using this option, adding or removing any additional users will be managed by an iVisitor Administrator within the company’s organization. Manually uploading a list of users can only be performed by Veristream Support. For assistance with an employee upload, please contact Veristream Support.

Recurring Employee Imports

For larger organizations with 500+ employees, a recurring automated import is a more manageable approach. With a recurring automated import, iVisitor will automatically perform updates to employees within the application based on a shared file uploaded by your organization. During this process, iVisitor will automatically:

  • Remove any employees that appear in iVisitor, but do not appear in the file
    • Note that this only occurs for employees that were uploaded by the file. If an employee was manually added via the Employee Setup page, they will not be removed by the file. They must be manually removed via the Employee Setup tab
  • Add any employees that appear on the file, but do not appear in iVisitor
  • Update pre-existing employee information, such as names and email address for employees that appear on both the file and iVisitor

Required Information to Request a Recurring Employee Import

Recurring import tasks are traditionally performed by a Veristream Admin. The following information is required:

  • The public/external IP address of where the file will be uploaded from
  • The name of the file
    • Note that this name must be static and therefore should not include any date or time stamps
  • The desired import cycle – daily, weekly, monthly, etc…

Once an IP address is provided, Veristream will allow it through our firewall, creating a unique SFTP directory for the file transfer to reside. Veristream will then provide your IT team a username and password to access the directory.

Host: www.myivisitor.com

Port: 22

Username: AccountNameFileImport

Password: will be provided

The following article explains how to setup an automatic SFTP transfer in order to adhere to automated employee imports process.

Prerequisites:

  • Install WinSCP on a Windows client machine with the typical installation.
    • http://winscp.net/eng/download.php

WinSCP Configuration

  • Create a New Site in WinSCP with the login information provided by Veristream
    1. Example configuration:

Host Name: www.ftpsite.com

Port Number: 22

User Name: testSite

Password: testPassword

  1. Click on save and use a friendly name like Test. You will need this in the script later.
  2. Also click on the Save password option.
  • Test the connection from WinSCP to verify you have entered the correct information.
    1. Accept the server’s host key on first connection.

Create Transfer Script

  • Create a new text file called TransferScript.txt and save it.
    1. Example Script file to put a file on a remote computer.

option batch abort

option confirm off

open Test

put C:\Some\Directory\testFile.csv

close

exit

 

 

Create Windows Batch Script

  • Create a new text file called ExecuteTransfer.bat then save it.
    1. Example Windows batch script file to run a WinSCP profile.

@echo off

SET WINSCP_DIR=”C:\Program Files (x86)\WinSCP”

%WINSCP_DIR%\winscp.com /console /script= C:\Some\Directory\TransferScript.txt

if errorlevel 1 goto error

:success

echo Success

goto end

:error

echo Error!

:end

 

Create a Windows Scheduled Task

  • Open the program Task Scheduler
  • Go to the Action Menu and pick Create Basic Task.
  • Name it something meaningful like SFTP Daily Upload
  • Trigger Screen
    1. Choose to create a daily task and click next.
    2. Pick today’s date and set the time for when you want the task to run having it Recur every 1 days.
  • Action Screen
    1. Choose the option Start a program and click next.
    2. Click browse and go to the directory where the bat file is located. In our case that would be C:\Some\Directory\ExecuteTransfer.bat. Click next.
  • Select the Open the properties dialog option and click Finish.
  • In the Properties dialog window, on the General tab in the Security Options section, select Run whether user is logged on or not and select the Do not store password option.

iVisitor

Overview:

The following reviews which ACS iVisitor currently supports

Supported ACS:

  • AMAG Symmetry
  • DSX WinDSX
  • Honeywell EBI
  • Johnson Controls P2000
  • Kantech EntraPass
  • S2Systems NetBox
  • SoftwareHouse C-Cure 800
  • SoftwareHouse C-Cure 9000
  • Schneider Electric TAC I/NET

Overview:

The following reviews the required information in order to integrate with a supported Access Control System.

Supported Access Control Systems:

The following are supported by iVisitor:

  • AMAG Symmetry
  • DSX WinDSX
  • Honeywell EBI
  • Johnson Controls P2000
  • Kantech EntraPass
  • S2Systems NetBox
  • SoftwareHouse C-Cure 800
  • SoftwareHouse C-Cure 9000
  • Schneider Electric TAC I/NET

Requirements:

  • Contact information of your security integrator technical representative
  • The external IP address that routes to the access control system
  • Security integrator to add the following iVisitor IPs to allow inbound traffic on port 443
    • 192.184.124.97-192.184.124.111
  • The Access Level programmed within the access control system that iVisitor will be using. When a visitor is checked into iVisitor, he or she will be automatically added to your access control system as an active card holder. The visitor will assume the default access level
    • If this is deployed in a Multi-Tenant environment, access levels may be different for each tenant
  • Is iVisitor printing paper badges with badge numbers, or, will iVisitor be programming existing proximity cards?
iVisitor is printing paper badges
Existing proximity cards are programmed by iVisitor
  • Determine the number range to be assigned to visitors
  • Confirm range is large enough for 30-days
  • Confirm range is outside of employee numbers (permanent card holders)
  • Determine if the cards have a matching hot stamped number, or, if the cards need to be scanned to display the number
  • Card Format (optional)

Q. What is Access Control?

  • Access control is used as a security measure in various environments to prevent access to select areas.
  • Commonly in iVisitor usage, it is integrated with to allow guests to have specific access to certain floors of multi tenant buildings, or to allow access to specific elevators, or even just as a basic entry/exit pass for their allotted guest time frame.

Q How does an ACS integrate with iVisitor?

  • Generally speaking there are a number of ways the integration can be performed. The most common integration is with a SOAP Adapter, in which we gain access to the ACS machine, create a temporary SQL database, and install a Java-based SOAP Adapter to the machine.
  • This adapter will receive information on it from iVisitor when a guest checks in, and based on the information captured in iVisitor, the data is written to the SQL database by the SOAP adapter.
  • At this point, the ACS is configured with a Watcher service to monitor the database. When these changes come in, it takes the guest and imports the record with the badge number assigned via iVisitor into the ACS and grants/removes access accordingly.
  • Some systems may not use an adapter and can usually be troubleshot accordingly with a general support approach.

Q. Badges aren’t working/scanning. What can I do?

  • Assuming that you have access to your access control server:
    • Attempt to restart the ODBC Watcher Service if available. This is usually under Windows Task Manager but it can also be under Windows services.
    • Attempt to restart Tomcat, then the ODBC Watcher Service again.
  • Have any recent changes occurred to the environment? A change of an IP address? A change to the badge range or access level? If items such as this have changed in any way, this will cause an outage.
    • If the firewall/ISP/IP address has been modified recently, ensure that you have white listed iVisitor’s IP addresses (192.184.124.97-192.184.124.111) to allow inbound traffic.
    • Take note of the PUBLIC, EXTERNAL IP ADDRESS for the machine running the access control. Confirm that this IP address is white listed by Veristream, by confirming both the IP address, and the port utilized for inbound traffic.

Q. A new tenant just moved into the building, and passes are not working for their visitors.

This situation only applies to Multi-Tenant deployments in which access levels are different for each tenant of the building. In such cases, please consult with a Veristream Support Representative. Kindly be prepared with the following information:

  • Provide Veristream with the access control system being utilized at your facility
    • Provide an updated list of access levels to be deployed for the new tenant(s)
    • Provide any additional information as necessary. Examples may include:
      • Tenant XYZ Corp is replacing ABC Manufacturing
      • Tenant XYZ Corp is using the same settings/access level as 123 Consultants
      • Tenant XYZ Corp was previously using the access level called “All Doors”. This has been updated to the access level called “Floors 4 & 5”

Q. I’m not sure where the issue is, but the integration is not working any more

  • When did the problem begin?
    • There may be a delay writing to the database. Attempt to create a test visitor and try the pass every few minutes. It can take up to 30 minutes in some cases if there is a delay in the system. The solution for this would be to restart Tomcat/Watcher services if available.
  • Does this happen with one type of badge, or all badges?
    • It could be related to a specific tenant and their access, or it could be that every badge swiped is not granting access.
    • If single badge, in most cases the customer can swipe the badge, then check the access control system to see what the error message is on that badge in specific.
    • If multiple badges, continue on.
  • Where is the problem happening?
    • If error occurs at single turnstile/scanner, the controller/scanner may need to be power cycled or evaluated by an integrator.
    • If error occurs at all turnstiles/scanners, continue on.
  • How many printers are involved?
    • If only badges from one printer are causing issue, it may be that the bar codes are not printing correctly, or the printer settings may need adjusting, or the printer needs reset. Troubleshoot accordingly as normal.
    • If badges from all printers share this issue, it may still be a printing problem if the printers were all reset/lost settings due to a power outage or similar.
      • Send a clear, hi-resolution screenshot of the badge to a Veristream Support Representative.
  • When scanning a badge at a reader, do you get an audible beep?
    • If yes, there should be errors recorded on each failed badge in the access control system, please capture this information.
    • If no, the scanners are not working and the integrator is needed to power cycle the devices or replace them if necessary.

Overview:

This article displays out-of-the-box badge templates that are available within iVisitor. While iVisitor allows for local and global administrators to create their own simple badges, the following templates are designed to include features such as visitor photos.

The fields, content, and arrangement of the fields in the following badges cannot be altered. Please note the minimum supported width and height of each badge.

 

Design Contents Badge Name Minimum Supported Width (inch) Minimum Supported Height (inch) Supported Devices

“VISITOR”

First Name

Last Name

Date of Visit

Visitor’s Company Name

Host Name

Photo

Bravo 3.38583 2.25 Windows
Photo

Barcode

First Name

Last Name

Visitor’s Company Name

“Visiting:”

Host First Name

Host Last Name

Date of Visit & Time

Foxtrot 3.38583 2.25 Windows
First Name

Last Name

Visitor’s Company Name

Host Name

Date of Visit

Badge Number

Photo

Juliet 3.38583 2.25 Windows
“V”

“Host: ” & Host Name

First Name

Last Name

Date of Visit

Barcode

Kilo 3.38583 2.25 Windows
Photo

“ESCORT REQUIRED”

First Name

Last Name

Date of Visit & Time

Host First

Host Last

Barcode

Hotel 3.38583 2.25 Windows

Visitor Name

Visitor’s Company Name

Date & Time of Visit

Host Name

Visitor Type

Badge Number

Charlie 3.38583 2.25 Windows

First Name

Last Name

Date of Visit

Photo

Delta 3.38583 2.25 Windows

Visitor Name

“Host:”

Host Name

“Valid Through”

Date of Visit Text

Photo

Echo 3.38583 2.25 Windows
Visitor Name

Visitor’s Company Name

Date & Time of Visit

Host Name

Visitor Type

Badge Number

Quebec 3.38583 2.25 Windows

First Name

Last Name

Visitor’s Company Name

Host Name

Date of Visit

Barcode

Photo

Golf 3.38583 2.25 Windows

Photo

Barcode

First Name

Last Name

Date of Visit

Host First

Host Last

“ESCORT REQUIRED”

India 3.38583 2.25 Windows

Date of Visit

Visitor Name

Visitor’s Company Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Badge Number

Lima 3.38583 2.25 Windows

Photo

Visitor First Name

Visitor Last Name

“Valid:”

Start of Visit Date

End of Visit Date

“Host: ” & Host Name

Mike 2.25 3.38583 Windows

Visitor Last Name Visitor First Name

“Host:”

Host Last Name Host First Name

Visit Date in dd month yyyy format

November 3.38583 2.25 Windows

Visitor First Name

Visitor Last Name

Host Name

Date of Visit

Barcode

Photo

Oscar 3.38583 2.25 Windows

Host Company Name

Visitor Name

“Host:”

Host Name

“Valid Through”

Date of Visit Text

Photo

Tango 3.38583 2.25 Windows

“VISITOR”

Visitor First Name

Visitor Last Name

Host Name

Barcode

Date & “ESCORT REQUIRED” & Time

Victor 3.38583 2.25 Windows

Photo

Visitor First Name

Visitor Last Name

Visitor Company Name

“Host: ” & Host Name

“Escort Required””

“Valid Through:”

Date of Visit

Barcode

GEPWBadge 2.25 3.38583 Windows

Photo

Visitor First Name

Visitor Last Name

Visitor Company Name

“Host: ” & Host Name

“Valid Through: ”

Date of Visit

Barcode

GEPWBadge 2.25 3.38583 Windows

Visitor Name

Visitor’s Company Name

Date of Visit

iVisitor Basic 3.38583 2.25 Windows
iPad
Date of Visit

Visitor Name

Visitor’s Company Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Badge Number

Uniform
3.38583
2.25 Windows
iPad

Date of Visit

Visitor Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Badge Number

Uniform Private 3.38583 2.25 Windows
iPad

Date of Visit

Visitor Name

Visitor’s Company Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Barcode

Badge Number

Uniform Barcode 3.38583 2.25 Windows
iPad

Date of Visit

Visitor Name

Host Name

“Visitor – Escort Required”

Visit Destination

Host Company Name

Barcode

Badge Number

Uniform Private Barcode 3.38583 2.25 Windows
iPad

“VISITOR”

First Name

Last Name

Visitor’s Company Name

Host

Date of Visit

“ESCORT REQUIRED”

Alpha 3.38583 2.25 Windows
iPad

Location Name

“V”

Visitor Name

“Exp. Date ” & End Date of Visit

“Host: ” & Host Name

Barcode

iVisior Classic 2.25 3.38583 iPad

 

Overview

This article reviews how barcodes are utilized in pre-registration emails that are sent to visitors prior to a visit.

Background

Pre-registration of a visitor refers to the scheduling of a visitor before his or her visit. When pre-registering a visitor, you may push an email notification to the visitor, provided that the visitor’s email is supplied, and the Send Visitor Notification of Scheduled Visit option is enabled.

By sending an email notification to the visitor, the following email template will be sent:

John Smith,

You have been scheduled for a visit to ABC Consultants – Chicago Office

Visit Host: Jane Doe
Destination: Conference Room
Visit Date: 06/05/2018 9:30am

In addition, a registration barcode may be included in this email notification to allow for a faster check-in experience. By including a registration barcode, your visitor can simply scan the barcode included in their registration email at a barcode reader attached to iVisitor – making for a quick & seamless check in process.

Pre-Requisites

Confirm with a Veristream Support Representative that your location is setup to deliver barcodes in registration emails. Once enabled, confirm that the following are true:

  1. When a visitor is pre-registered for a meeting, they will receive an email that includes a barcode
    1. Confirm that the Send Visitor Notification of Scheduled Visit option is enabled
  2. When the pre-registered visitor arrives at the location, the location will have a kiosk or reception station equipped with a working barcode scanner
  3. Scanning the barcode displayed in the pre-registration email should result in an automatic check in of the respective visitor

Workflow/Functionality

  1. Upon pre-registration, your visitor receives a notification of that they are registered for a visit
  2. Their email notification includes a bar code
  3. Upon arrival to your building, your visitor scans their barcode at the kiosk or reception point for check in, printing a badge for the visitor

Host Notifications and Badge Printing

If the E-Mail Host Upon Arrival option is enabled, you, as the host, will receive an email when your visitor arrives. Please note that any host notifications will ONLY be sent during the first check-in, meaning, that if a visitor checks in and out multiple times throughout the day, only one check-in notification will be sent to the host. Additionally, a badge will print ONLY during the first check-in.

Overview:

There are 13 major one-dimensional and two-dimensional barcode types. They all come down to two different types – One-Dimensional (1D) Barcodes and Two-Dimensional (2D) Barcodes. This document reviews the types of barcodes used within iVisitor.

One-Dimensional (1D) Barcodes

1D barcodes represent data by varying the widths and spacing of parallel lines and are often referred to as linear. There are a number of 1D barcodes, this document will only cover those that are supported by iVisitor.

CODE 39

Code39 barcodes allows the use of both digits and characters, and its name originates in the fact that it could only encode 39 characters—though in its most recent version the character set has been increased to 43.

code39

When Does iVisitor Use CODE39?
Badge Printing
Windows/HTML Kiosk Check-In
Windows/HTML Kiosk Check-Out
Reception Check-In
Reception Check-Out

Two-Dimensional (2D) Barcodes

2D barcodes represent data by using two-dimensional symbols and shapes. They are similar to that of 1D barcodes, only they can represent more data per unit area. There are a number of 2D barcodes, this document will only cover those that are supported by iVisitor.

PDF417

PDF417 codes are 2D barcodes are used in applications that require the storage of huge amounts of data, such as photographs, fingerprints, signatures, text, numbers, and graphics. They can hold over 1.1 kilobytes of machine-readable data, making them much more powerful than other 2D barcodes. Like QR codes, PDF417 barcodes are public domain and free to use. iVisitor uses PDF417 when sending barcodes over email, or, when using the iPhone Passport/Wallet feature.

pdf417

When Does iVisitor Use PDF417?
Email Pre-Registration
Windows/HTML Kiosk Check-In
Windows/HTML Kiosk Check-Out
iPad Kiock Check-In *Coming Soon
iPad Kiosk Check-Out *Coming Soon
Reception Check-In
Reception Check-Out

Overview:

The following article reviews the supported barcode scanners with iVisitor. While other barcode scanners may work with iVisitor, the following scanners are those that have been officially tested and are therefore supported by Veristream.

Zebra Symbol LS2208

Decode Capability:

Code 93, Code 39, UCC/EAN-128, IATA, GS1 DataBar, Discrete 2 of 5, Codabar, Code 128, Code 11, UPC, Interleaved 2 of 5, MSI-Plessey

Connectivity:

Handheld Wired

Motorola Symbol DS9208

Decode Capability:

All 1D and 2D barcodes.

Connectivity:

Desktop Wired

Motorola DS457

Decode Capability:

All 1D and 2D barcodes.

Connectivity:

Wired

 

Download the following instructions for configuring your barcode scanner.

Setting Up Barcode Scanning with iVisitor

Overview:

This article provides instructions on how to print a barcode on a badge.Note that some Custom Badges may already contain a barcode. For these badges, no further action is required.

Printing a Barcode:

  1. Under the Visitor Badging item, create a new badge or, update an existing
  2. iVisitor allows you to supply up to 6 rows of information. For the row in which you would like to display the barcode (typically the last row), select Data  for the Field Type
  3. For the respective row, select Badge Number  as the adjacent Content
  4. Under the Data Field Formats Row, locate the respective Row. In the Example below, we’ll use Row 5  , as Row 5 was the row used on steps 2 & 3.
  5. Under respective Font field, select the Barcode 39  option

Overview:

This article describes the steps required to configure your barcode scanner to allow for scanning of mobile devices

Motorola Symbol DS9208

Motorola DS457

Steps:

View the following article

https://www.zebra.com/content/dam/zebra_new_ia/en-us/manuals/barcode-scanners/ds457-integration-guide-en-us.pdf

  1. Enable Mobile Phone/Display Mode on page 6-22. On the PDF, this is page 84
  2. Scan the 4 barcodes on page 84. This will allow the scanner to read from the screen itself
  3. Scanning the barcodes on page 6-23 (85) to enable scanning of PDF417 barcodes

Overview

This article reviews the Citizenship feature on iVisitor

Using Citizenship Fields

Visitor Citizenship may be captured in efforts to easily identify foreign nationals. To utilize this feature, a Veristream Administrator must enable the Log Citizenship option that appears on the Location page. When enabled, a drop-down option with available countries will be displayed, forcing users to denote their visitor’s country of citizenship.

When utilized, foreign nationals will display in red on the Reception page.

Additionally, a secondary citizenship, or Dual Citizenship can be assigned by enabling the Dual Citizenship option under Location.

Overview

This article provides the steps necessary for enabling Citizenship fields on the Add a Visitor page

Enable Citizenship by Location

Note that steps 3 & 4 can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

  1. Navigate to Site > Location
  2. Provide a value for the Located in Country dropdown
    1. Note that if a value for the Located in Country dropdown is not displayed, all visitors will appear in red on the Reception page, and are considered foreign nationals.
  3. Enable to Log Citizenship option
  4. To default the citizenship to the value supplied in Step 3, enable the Default Citizenship to Yes option

Dual Citizenship

Some locations may elect to capture Dual Citizenship. Note that Dual Citizenship should not be enabled independently; it is recommended to first follow the instructions outlined in the previous chapter. Note that this can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

  1. Navigate to Site > Location
  2. Enable the Enable Dual Citizenship value

Export Control Checks

Some customers may have a list of Export Controls that must be followed prior to checking in visitors. Note that this can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

When the Export Controls option is enabled, the user can access a shared document across the organization prior to checking in visitors. This document may contain a list of rules, or checklist items to be confirmed prior to scheduling a visitor.

To enable this feature, please ensure that the Citizenship fields are enabled. This is outlined in the beginning of this article.

  1. Navigate to Site > Location
  2. Enable the Enable Export Compliance (Arrival Instructions and Log Citizenship Required) option

Citizenship Notifications Email

If the Citizenship Notifications Email option is enabled, a user (or distribution list of users) may receive an email notification when a foreign national is scheduled. The email received by the recipient looks like the following:

Your visitor: James Hurley
Visiting: Dale Cooper
Scheduled by: Audrey Horne
Scheduled for: 05/16/2018 08:30 AM – 05/16/2018 05:30 PM
Location: Washington State
Destination: Interrogation Room
Country of Citizenship Argentina

To enable this feature, please ensure that the Citizenship fields are enabled. This is outlined in the beginning of this article.Note that this can only be completed by a Veristream Support Representative. Please contact Veristream Support to enable this feature.

  1. Navigate to Site > Location
  2. Provide the desired email address for the Citizenship Notifications Email field

About Delivery Control

Delivery Control allows you to log and track deliveries within your location. Much like adding and checking in visitors, a delivery may be added, checked in, and checked out. This article explains the additional Delivery Control options, as well as their use and purpose.

 

My Deliveries

The My Deliveries page, much like the My Visitors page, lists all your current, past, and scheduled deliveries. To access the My Deliveries page, click on Recurrent Visitors  , followed by My Deliveries .

Can’t see the My Deliveries Page?

Veristream Administrator can display this page by enabling the View My Deliveries option in the Admin Controls > Authorities page on iVisitor.

Clicking on the Sender’s Company Name or Relationship  will provide additional information about the delivery. Note that a guard or reception user can typically add a delivery on your behalf, so it may be beneficial to understand this information, and where it can be located.

The Delivery Information can be better explained in Adding Deliveries.

 

Adding Deliveries

To add a new delivery, click on Recurrent Visitors  , followed by Add a Delivery .

Can’t see the Add a Delivery Page?

Veristream Administrator can display this page by enabling the following options in the Admin Controls > Authorities page on iVisitor:

  • View Delivery Control
  • Edit Delivery for your tenant or location
  • or, Edit Delivery for any tenant or location

 The Sender’s Company Name or Relationship is the name of the sender in which you would expect the return to address

 The Carrier is the name of the parcel service delivering the package. For example FedExUSPS, or DHL.

 The Recipient of the package. By selecting a recipient, this delivery will display on the user’s My Deliveries page

 Optionally elect to send an Email notification to the recipient once the delivery is checked in

 A short Description of the delivery can be quite useful, as it provides both the recipient and the user checking the delivery in a brief summary on what the delivery and/or package could be

 A tracking number, or Manifest number may also be supplied to quickly reference the status of any expected packages

 Optionally provide the delivery driver’s First & Last Name

 Additional Delivery Information may be supplied, such as the Vehicle #Vehicle License and a Delivery Destination

 Supply an Expected Arrival and Departure date for the delivery driver. For example, if a delivery truck usually arrives around noon, and it takes 2 hours to load or unload a truck, such parameters may be specified here

 Click Save on the future delivery record to check in at a later time.

 You may also Check In the delivery at the desired time.

 Click Cancel to abort the delivery process

 

Using Delivery Control

The Delivery Control page functions much like the Reception page. On this page, a delivery can be officially Checked In or Checked Out. To check a delivery in or out, click on Recurrent Visitors  , followed by Delivery Control .

Can’t see the Delivery Control Page?

Veristream Administrator can display this page by enabling the following options in the Admin Controls > Authorities page on iVisitor:

  • View Delivery Control
  • Edit Delivery for your tenant or location
  • or, Edit Delivery for any tenant or location
  • Check in Delivery for any tenant or location

 As deliveries as scheduled, they will appear in the Scheduled Deliveries panel

 Click on the Sender Name to view additional delivery information, make changes, cancel, or Check In the delivery. To learn more about making changes to a delivery, please refer to Adding Deliveries.

 To quickly Check In a group of deliveries, say multiple trucks, check the Check Boxes next to the appropriate deliveries, and click the blue In  button. Notice that this handy short cut enables you to Check In a group of deliveries with just a few clicks

 Once a delivery is Checked In, it will become displayed n the Current Deliveries panel. A current delivery may be Checked Out by clicking the Sender name, and selecting the Check Out option.

Overview:

The following article reviews the supported driver’s license scanners with iVisitor. While other driver’s licenses scanners may work with iVisitor, the following scanners are those that have been officially tested and are therefore supported by Veristream.

E-Seek M260

Capability:

Reads 2D Barcodes

Reads Mag Stripes

Connectivity:

USB

Overview:

The following article reviews how to enable driver’s license scanning for check-in on the following:

  • Windows/HTML Kiosk
  • Reception

Helpful Information:

  • Any new customer should have NO OCX options selected.
  • Enable DL/CC Scanner NO OCX on Visit Pages will allow for the scanned information to populate on the visit page (as opposed to the kiosk)
  • Enable DL.CC Scanner on Reception for Check In will allow for the DL to be scanned on reception and the name will be crossed checked against all scheduled visitors. If there is a match then it will display that visitor’s record.  If there is not a match, then it will open an add a visitor window and will indicate at the top that it is not a pre-registered visit.
    • This feature will require the kiosk_reception profile to be used in Wizzforms.

Kiosk Enabled Swiping:

The following options must be enabled:

Customer Management

Display ID fields on Check In

Enable DL/CC Scanner NO OCX on Visit Pages

Enable DL/CC Scanner on Reception for Check In

Location

Enable DL on Default Kiosk

Wizzforms Setup

The kiosk_default profile should be used

When logging into the kiosk, the option to Insert or Swipe Driver’s License or Military ID should be visible.

Reception Enabled Swiping:

The following options must be enabled:

Customer Management

Display ID fields on Check In

Enable DL/CC Scanner NO OCX on Visit Pages

Enable DL/CC Scanner on Reception for Check In

Wizzforms Setup

The kiosk_reception profile should be used

What is Wizzforms?

  • Wizzforms is a third party service used to listen to a swiped drivers license
  • Once a license is scanned, Wizzforms de-encrypts the information from the license into a readable format
  • iVisitor uses the following information for a speedy check in process
    • First Name
    • Last Name
    • Issued State
    • DL Number (256-bit encrypted)

How does Wizzforms/DL Scanning integrate with iVisitor?

  • Once the Wizzforms software is installed, a set of profiles will become available. iVisitor uses one of two profiles
  • A profile is a set of instructions in the form of an XML file that both Wizzforms and iVisitor understand
    • If the DL scanner is attached to a Kiosk, the profile should be set to kiosk_default
    • If the DL scanner is attached to a Reception PC, the profile should be set to kiosk_reception

Required Permissions for Support

Read, write, and modify permissions are required on the following directories:

  • C:\ProgramData\Nautilus\Wizzforms
  • C:\ProgramData\Nautilus\Wizzforms\Keystrokes
  • C:\Users\Public\Documents\IDScan.net\WF\Logs

Wizzforms – Error! Error on Startup

  • When starting Wizzforms, the following error is encountered:
  • This message indicates that the user does not have the required write permission to the path noted above. In this example, C:\Users\Public\Documents\IDScan.net\WF\Logs. To resolve this issue, read, write, and modify permissions should be assigned to the user with the issue

Error EommStudioSerialReader

  • When attempting to select a Port for Reader/Scanner #1 or Reader/Scanner #2, an error is encountered

  • The error indicates the COM port is not configured correctly. To resolve:
    • Confirm that the driver is installed correctly. To access the driver, visit https://idscan.net/support/driversfirmware/
    • Attempt to restart Wizzforms
    • If all else fails, restart the PC once the preceding options have been attempted

Oh no! Your WizzForms support has expired!

  • When starting Wizzforms, the following message is encountered:

  • To resolve, dismiss the message by clicking OK
  • The customer will require a new license key. To locate their current license information, right click on the Wizzforms service running in your System Tray
  • Click on Registration
  • The following box should display

  • From a Veristream perspective, you may take the Computer ID or the License Key and perform a search in Salesforce. The results should yield information such as the PO number, date of purchase, activation date, etc…
  • Note that the Wizzforms license has a 12-month expiration. After 12-months, a new PO must be cut, and a new license key must be requested. If the Date of Purchase or Activation Date is indeed past the 12-month limit, the Sales Rep should  be notified, as a new License Key will need to be generated by the vendor

Overview:

This article explains the various workflows that are available when using Driver’s License Scanning features

Using Drivers License Scanning on Reception:

When using DL scanning at reception, please consider the following visitor workflows:

  • Walk Up Visitors
  • Pre-Registered Visitors
  • Pre-Approved Visitors

Walk Up Visitors

For Walk Up Visitors, when scanning a visitor’s ID on the reception page, iVisitor will scan all tenants and locations in an attempt to locate a matching visitor. In the event that a visitor whose first & last name matches the scanned ID. The Visiting Tenant or Location  will default to the reception page that was displayed when the visitor’s driver’s license was scanned. You may change the Visiting Tenant or Location if you desire to do so. For Walk Up Visitors, the following text will appear in red, boldfaced, across the top of the Visitor Information page – ** Visitor Not Preregistered ** . By scanning the visitor’s driver’s license, the visitor’s First & Last Name  will automatically populate in their respective fields. The Issued State (ID Type) & Identification (ID Number)  will also populate. The Identification field is encrypted using AES-256.

Pre-Registered Visitors

For Pre-Registered Visitors, when scanning a visitor’s ID on the reception page, iVisitor will automatically display the Visitor Information page. In doing so, iVisitor will scan all tenants and locations in an attempt to locate a matching visitor. In the event that a visitor whose first & last name matches the scanned ID, iVisitor will automatically pull up the previously scheduled visitor record. Note that the Visiting Tenant or Location  is a read-only value displaying the location or tenant in which the visitor was originally pre-registered. By scanning the visitor’s driver’s license, note that the visitor’s First & Last Name  remains unchanged, as this information was already supplied at the time of pre-registeration. The Issued State (ID Type) & Identification (ID Number)  will automatically populate. The Identification field is encrypted using AES-256.

Pre-Approved Visitors

Pre-Approved Visitors must first be registered with their ID before iVisitor can begin to search for a matching record. To start, either use the Search  feature to locate the visitor you wish to register, or, click on the Pre-Approved Visitors  button.

Click on the name of the desired Pre-Approved visitor to register

Notice that two new fields exist; ID Type & Identification . Scanning the visitor’s driver’s license will populate both of these fields with the issued state and ID number, respectivly. Once a Pre-Approved visitor’s ID has been registered with their Pre-Approved visitor record, scanning their ID in the future will automatically display the respective visitor’s Pre-Approved Visitor record, enabling check in.

Overview:

The following describes the process for activating the Wizzforms software on a client’s computer. Wizzforms is the application used in tandem with the ID Scanner to parse the information from the ID card (Driver’s License) into a text form. iVisitor will use this information during the check-in and/or verification process.

If additional items are required for setup, it is highly recommended to start with this process, as a new license key may take an extended period of time to be delivered by Wizzforms

Requirements

The following items are required to activate Wizzforms:

  1. The Purchase Order (PO) number
  2. The date of purchase
    1. The date of purchase can be found on the purchase order
  3. The unique machine ID

Create a Wizzforms record in Salesforce

Prior to speaking with the customer, it is highly recommended that Wizzforms record is created in Salesforce to accelerate the process

  1. Navigate to the correct Location
    1. The Location can be found under the Account
  2. Locate the Wizzforms object, and click “New”
  3. Locate the following information on the related Opportunity:
    1. Purchase Order Number
    2. Date of Purchase
      1. If this information is not found in Salesforce, contact the Sales Rep and/or Accounting

Activation Process

  1. Download the Wizzforms app:
    1. http://downloads.idscan.net/SetupWizzForms.exe
      1. The application can also be downloaded by visiting http://idscan.net/support/downloadsmanuals/ and selecting WizzForms Desktop – v1.75.0, or whatever the latest version is
  2. When prompted to Save or Run the application, choose to Save
  3. Once the application has downloaded successfully, click Run
  4. Once the application has installed installed successfully, verify that the application is running
    1. If the application is already running:
      1. locate Wizzforms in the system tray.
      2. Right click on Wizzforms and click “Registration”
    2. If the application is not already running
      1. Starting the application will display a prompt asking if you would like to register now.
      2. Click “Yes” on the prompt
  5. Capture the unique Computer ID that appears on the registration page
  6. Modify the appropriate Wizzforms record in Salesforce
  7. Once the Wizzforms record in Salesforce has been populated with all of the following information, an email will automatically be generated to WizzForms, requesting a new product key
    1. a Purchase Order Number
    2. Date or Purchase
    3. The unique Machine ID
  8. Wizzforms will respond to the email with the associated License Key. This information may take as little as a few minutes, to as much as a few hours.
    1. Provide the License Key to the customer
      1. If you are still on the phone with the customer, you can supply the license key directly into Wizzforms by navigating to the Registration item within the context menu
      2. If you are no longer on the phone with the customer, you can provide the key to the customer by clicking the Send Instructionsbutton on the Wizzforms record in Salesforce
  9. Update the appropriate”Wizzforms” record in Salesforce to include the License Key
    1. The “Activation Date” field in the “Wizzforms” record will automatically be updated to reflect the current date in order to record the date of activation
    2. If renewal of the software is necessary, an alert will be sent out 30 days prior to expiration

In This Article:

This article reviews the process for allowing users to create their iVisitor account. When this feature is enabled, users with an approved email domain will be able to create an iVisitor account.

Requirements:

Local Administrator or a Multi-Location Admin may modify the allowed email domains by navigating to the Location tab and supplying valid domain names for the Allowed E-mail domain for Enrollment field. When considering allowed email domains, only corporate email domains should be allowed. For organizations with multiple email domains, values may be separated by a space. When utilized, only users with an email matching the supplied domain name(s) will be allowed to enroll. In the example below, only users with an email address ending with @veristream.com or @ivisitor.com are approved for self-registration.

Self-Registration:

To begin, access iVisitor by locating your unique customer URL. Your customer URL looks something like this:

https://www.visitorentrysystem.com/ivisitor/Login?katfsn=39038301&oblbtd=001

To begin, click on the New to iVisitor link that appears at the bottom of the login page

The following page will be displayed, prompting you for required information needed in order to create an iVisitor account for you. To continue, please supply the following required fields (denoted with a red asterisk)

 Your Home Location is the primary city/building in which you work. While you may be able to change your location at a later time, it is important to chose the location that makes sense. If you do not see your location listed, please contact a Multi-Location Admin. If you wish to hide this field (typically for multi-tenant users), a Veristream Admin can do so by enabling the following options under the Customer Management page:

  • Remove Location from Self Enrollment
  • Self Enroll Includes Badge ID Number

Note that, in order to enable these features, consult with the Veristream Support team.

 Your First Name as you would like for it to appear on your profile

 Your Last Name as you would like for it to appear on your profile

 Your Corporate Email Address will act as the email address that will receive all visit notifications. It is important to use your corporate email address, as opposed to a personal email address. Note that only email addresses that end with approved email domains will be accepted.

 Confirm your Corporate Email Address

 Your Log In User Name should be something easy to remember and must be unique. Your username cannot contain any spaces. In the event that you select a username that is already in use, you will be asked to select a different username

 Click Submit to authenticate your account.

Authenticating Your Account:

If all information supplied was valid, a successful message will be displayed on the iVisitor page.

The message will instruct you that you should be receiving an email containing your log in information. At this time, an email from noreply@ivisitor.com is sent to the supplied Corporate Email Address supplied in the section above. This email will contain your account username and password.

To create your account, navigate back to your customer URL, and supply the provided username and password.

It is recommended that you change the default password after you have logged in for the first time. To change your password, click on My Profile  and supply a new password under the New Password field.  Make sure to confirm your password. Click Save  to update your password.

File Requirements

When importing a file of employees into iVisitor, the following file requirements must be met:

  • The file must be saved as a csv
  • The field delimiter must be set as a carat (^) symbol. Depending on your computer’s regional settings, Microsoft Excel will default this delimiter to either a comma (,) or a semicolon (;). To change the delimiter:
    • Open the file in Notepad
    • Select Edit > Replace
    • Replace the current delimiter (,) with a carat (^)
    • Select the Replace All option
    • Save the file
  • The file cannot contain any of the following characters:
    • <>/\()[]{};–

The file must also contain at least the required fields. While the field names cannot change and must appear in the order in which they are documented. Note that iVisitor does not upload any additional fields, such as DepartmentSupervisorShift, etc.. as there is no designation for these fields.

Field Name
Description
Maximum Length
Required?
Location The Location name, or Tenant name that the employee resides. 50 characters Yes
Last Name The last name of the user. 30 characters Yes
First Name The first name of the user. 30 characters Yes
Email Address The employee’s email address. 100 characters Yes
Employee ID A static & unique attribute used to identify an employee. Veristream does not recommend using an email address as a unique identifier, as it may change if a name were to change. 100 characters Yes
Title The employee’s title 50 characters No
Login User Name The desired username for the employee If no username is supplied, iVisitor will provide the default username as ‘FirstnameLastname’. For example, the default username for ‘Jane Doe’ will be ‘JaneDoe’ 60 characters No
Phone Number The phone number of the employee 50 characters No
Cell Number The cell number of the employee 50 characters No
Badge Number If integrating with an Access Control System, the employee’s badge number may be supplied 30 characters No
Telephone Extension The telephone extension of the employee 20 characters No

One Time Manual Import via System Admin

A one-time manual import is a quick and efficient way to upload an initial list of employees to iVisitor. When using this option, adding or removing any additional users will be managed by an iVisitor Administrator within the company’s organization. Manually uploading a list of users can only be performed by Veristream Support. For assistance with an employee upload, please contact Veristream Support.

Recurring Employee Imports

For larger organizations with 500+ employees, a recurring automated import is a more manageable approach. With a recurring automated import, iVisitor will automatically perform updates to employees within the application based on a shared file uploaded by your organization. During this process, iVisitor will automatically:

  • Remove any employees that appear in iVisitor, but do not appear in the file
    • Note that this only occurs for employees that were uploaded by the file. If an employee was manually added via the Employee Setup page, they will not be removed by the file. They must be manually removed via the Employee Setup tab
  • Add any employees that appear on the file, but do not appear in iVisitor
  • Update pre-existing employee information, such as names and email address for employees that appear on both the file and iVisitor

Required Information to Request a Recurring Employee Import

Recurring import tasks are traditionally performed by a Veristream Admin. The following information is required:

  • The public/external IP address of where the file will be uploaded from
  • The name of the file
    • Note that this name must be static and therefore should not include any date or time stamps
  • The desired import cycle – daily, weekly, monthly, etc…

Once an IP address is provided, Veristream will allow it through our firewall, creating a unique SFTP directory for the file transfer to reside. Veristream will then provide your IT team a username and password to access the directory.

Host: www.myivisitor.com

Port: 22

Username: AccountNameFileImport

Password: will be provided

The following article explains how to setup an automatic SFTP transfer in order to adhere to automated employee imports process.

Prerequisites:

  • Install WinSCP on a Windows client machine with the typical installation.
    • http://winscp.net/eng/download.php

WinSCP Configuration

  • Create a New Site in WinSCP with the login information provided by Veristream
    1. Example configuration:

Host Name: www.ftpsite.com

Port Number: 22

User Name: testSite

Password: testPassword

  1. Click on save and use a friendly name like Test. You will need this in the script later.
  2. Also click on the Save password option.
  • Test the connection from WinSCP to verify you have entered the correct information.
    1. Accept the server’s host key on first connection.

Create Transfer Script

  • Create a new text file called TransferScript.txt and save it.
    1. Example Script file to put a file on a remote computer.

option batch abort

option confirm off

open Test

put C:\Some\Directory\testFile.csv

close

exit

 

 

Create Windows Batch Script

  • Create a new text file called ExecuteTransfer.bat then save it.
    1. Example Windows batch script file to run a WinSCP profile.

@echo off

SET WINSCP_DIR=”C:\Program Files (x86)\WinSCP”

%WINSCP_DIR%\winscp.com /console /script= C:\Some\Directory\TransferScript.txt

if errorlevel 1 goto error

:success

echo Success

goto end

:error

echo Error!

:end

 

Create a Windows Scheduled Task

  • Open the program Task Scheduler
  • Go to the Action Menu and pick Create Basic Task.
  • Name it something meaningful like SFTP Daily Upload
  • Trigger Screen
    1. Choose to create a daily task and click next.
    2. Pick today’s date and set the time for when you want the task to run having it Recur every 1 days.
  • Action Screen
    1. Choose the option Start a program and click next.
    2. Click browse and go to the directory where the bat file is located. In our case that would be C:\Some\Directory\ExecuteTransfer.bat. Click next.
  • Select the Open the properties dialog option and click Finish.
  • In the Properties dialog window, on the General tab in the Security Options section, select Run whether user is logged on or not and select the Do not store password option.

Overview

The following document provides instructions on how to setup a kiosk on a customer’s machine

Applies to

Surface Pro; elo

Steps

  1. Create a shortcut on the desktop
    1. Locate the customer’s URL from Salesforc. The URL should end with a number, and look similar to https://www.visitorentrysystem.com/ivisitor/Login?katfsn=39038301&oblbtd=1304 for example.
    2. Right click on the desktop and select New > Shortcut
    3. Paste the URL found on the Salesforce page in the Shortcut Location
    4. Click Next
    5. Name the shortcut iVisitor
    6. Click Finish
  2. Present the screen in Kiosk Mode
    1. Double click the shortcut & confirm that iVisitor opens in Internet Explorer
    2. Press F11 to present Internet Explorer in full screen mode
      1. Full screen mode will display a kiosk experience for the visitor when approaching the kiosk.

Overview

The following reviews how to create a new kiosk user in a customers environment

Overview:

It is worth noting that for a Windows-based kiosk, a kiosk is simply a different user authority to be configured

Creating a Kiosk Authority

  1. From System Admin, navigate to Admin Controls > Authority
  2. Select New
  3. Create an Authority Name
  4. Enable the option to Allow Log In
  5. Scroll down to the bottom, and select the Default Touch Kiosk under the Kiosk Type option

Creating a Kiosk User

  1. Log into the customer’s account
  2. Navigate to Employee Setup
  3. Select New
  4. Provide the new user with a Username & Password
  5. Provide the user with the Authority Level added in Step 3 of the Creating a Kiosk Authority chapter

About Kiosk Configuration

The following document explains the Kiosk Configuration page for creating an iPad kiosk workflow with iVisitor. This page is used to connect an iPad kiosk to your iVisitor reception board.

Requirements for Use

The access the Kiosk Configuration page, the following requirements must be met:

Authority:

View All iPad Kiosk Configurations

 

The Kiosk Configuration Page

To access the Kiosk Configuration page, click on the Site icon to expand the available options, exposing the Kiosk Configuration option.

If the Kiosk Configuration option does not appear under the Site icon, your iVisitor account does not have permissions to access this section. If you believe that this is a mistake, please contact a Veristream Technical Support team member to enable the option to view all iPad kiosk configurations.

Clicking on the Kiosk Configuration option should display the following page:

 The Location of the kiosk. Note that this is the Home Location of the currently logged on user. Any kiosks created in this space will sync to the respective location. For example, creating a kiosk on this page will result in a kiosk created under the Orlando location. If you would like to create a kiosk for a different location, you can either:

  • Change your Home Location by clicking on My Profile, and selecting the desired Home Location. You may need to log out of iVisitor for changes to take effect.
  • Change your Home Location by clicking on the Employee Setup link, and locating your user record. Then, changing your Home Location. You may need to log out of iVisitor for changes to take effect.
  • Create a new user under the desired location by clicking on the Employee Setup link, and creating a new user.

The Kiosk Configuration page is divided by 3 separate panels:

 The Management panel provides the opportunity to add a new kiosk or clone an existing one

 The Branding panel allows you to customize your kiosk with your company’s logo. If you are printing badges from the iPad to a Brother printer, this panel provides available badge templates to select.

 The Settings panel is the command center for how your kiosk will function. Settings such as which options to show and hide, where to print badges, and what messages to display are controlled here.

 

The Management Panel – Adding a New Kiosk

To create a new kiosk, click the Add button . The Add New Kiosk lightbox will appear, prompting you to supply a Kiosk Name  The Kiosk Name should be something identifying the location of the kiosk, for example, the entrance name. When running a Past Visitors Report, the Kiosk Name will appear under the Scheduled By column for walk-up visitors scheduled at an iPad. For visitors being checked in by the iPad, the kiosk name will appear under the Guard column. Once you have supplied a kiosk name that suits the location, click Save  to create the kiosk.

Once the kiosk has been added, you can find it in the Management panel . The name can be modified at any time by clicking the name under the Branding panel .

After you have configured your kiosk with branding and configuration options, you can Clone  the kiosk to duplicate its settings.

 

The Branding Panel – Adding Logos to your iPad

The Branding panel allows you to provide up to 2 images and select a badge template if you plan to print badges directly from the iPad.

The Welcome Image  will appear across the center of the welcome screen of the iPad like such:

The Brand Image  will appear on all subsequent pages following the welcome screen across the top, as seen below:

 

All images are confined to their respective size. For example, the Welcome Image must be an image of 650px by 155px. If an image is uploaded to the kiosk that is larger or smaller than these dimensions, it will be scaled accordingly. In most instances, this will result in a stretched out image that is not to scale.

To ensure that your image is clear and sharp, we recommend using image editing tools to ensure that the image is saved with the following dimensions. For example, there are dozens of online tools that allow you to upload an image and set a transparent background with the above parameters.

To upload the image, click the respective Browse button. Note that the image must be saved as a .png prior to uploading.

To choose a badge, select the desired badge from the Choose Badge  drop-down list. The next section will provide a graphic reference to the available badges.

 

Badge Templates

The following badge templates are available when printing badges directly from the iPad to a supported Brother printer:

Badge Name
Design
Badge Content

iVisitor Classic

Location Name

Visitor Type (as a single letter)

Visitor’s Name

Expiration Date

Host Name

Barcode

iVisitor Basic

Visitor’s Name

Visitor’s Company Name

Visit Date

Alpha

VISITOR

Visitor’s First Name

Visitor’s Last Name

Visitor’s Company Name

Host Name

Date of Visit

ESCORT REQUIRED

Uniform

Visit Date

Visitor’s Name

Visitor’s Company Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Badge Number (top right, if applicable)

Uniform Private

Visit Date

Visitor’s Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Badge Number (top right, if applicable)

Uniform Barcode

Visit Date

Visitor’s Name

Visitor’s Company Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Barcode

Badge Number (top right, if applicable)

Uniform Private Barcode

Visit Date

Visitor’s Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Barcode

Badge Number (top right, if applicable)

 

The Settings Panel – Configuring Your Kiosk’s Workflow

There are three primary areas of the Settings panel:

The Display Settings  are the primary configuration center, controlling the workflow of your kiosk. While not all settings may be relevant, this document will explain the use of each one.

The Print Settings  are used to link your iPad to a supported Brother printer

The Notifications settings  are visitor facing notifications that are displayed when certain events occur. Some notifications may not be used, based on the respective Display Settings

 

Display Settings

Clicking the Display Settings text will display a list of options that can be enabled and disabled. Note that some options will require coordination with a Veristream Technical Support Team member. Please review the chart below before making any changes to your configuration settings.

Setting
Screen
Purpose/Result when Enabled
Show Visit Types

Displays an additional field allowing a visitor to denote their Visitor Type – for example “Visitor”, “Vendor”, “Employee”, “Contractor”, etc…

SETUP REQUIRED

This feature requires that Visitor Types are enabled. If Visitor Types are not enabled, and you would like to utilize Visitor Types, please consult with a Veristream Technical Representative. Enabling this option on the Kiosk Configuration page without consulting with a Veristream Technical Representative may result in erroneous behavior when activating your iPad kiosk.

Veristream Administrator Requirements:

  • The Display Visitor Types option must be enabled on the respective location
Check Pre-Registered Visitors

After a visitor has supplied their name or email address, their information will be matched against the list of scheduled visitor for the day.

If a match is found, the respective screen will appear, allowing the visitor to confirm or deny their identity.

Show Non-Disclosure Agreement
Displays an additional page prior to check in that forces visitor’s to sign a visitor agreement prior to check in. When enabled, visitors will see your document, and be required to sign it using their finger and the iPad touchscreen.

After the document has been signed, the visitor will be prompted with an additional screen, asking the visitor if they would like a copy of their NDA sent to their email address.

NOTE
Veristream does not save signed Visitor Agreements. If you require to save signed visitor agreements, please consult with a Veristream Technical Representative to configure the NDA Recipient Email option

SETUP REQUIRED
This feature requires that Visitor Agreements are enabled. If this feature is not enabled, and you would like to utilize it, please consult with a Veristream Technical Representative. Enabling this option on the Kiosk Configuration page without consulting with a Veristream Technical Representative may result in erroneous behavior when activating your iPad kiosk.

Veristream Administrator Requirements:

  • A Visitor Agreement must exist in the Document Management section for the respective location
  • The Enable NDA Acceptance on Visitor option must be enabled on the respective location
Check Visitor Citizenship

SETUP REQUIRED

This feature requires that Citizenship Capture is enabled. If this feature is not enabled, and you would like to utilize Visitor Types, please consult with a Veristream Technical Representative

Veristream Administrator Requirements:

  • The Log Citizenship option must be enabled on the respective location
Allow Preregistered Visitors to check-in N/A Any visitor that has been registered by an employee will be automatically checked in.

Recommended for lobbies/reception areas that do not have a guard/receptionist (‘unattended lobbies’). When this option is not enabled, the visitor will not be automatically checked in. Instead, the visitor will appear on the Scheduled Visitors view on the Reception page.

*This option requires the Check Pre-Registered Visitors option to be enabled

Allow Non-Preregistered Visitors to check-in N/A Any visitor will be automatically checked in, regardless of if they have been registered by an employee or not. When this option is not enabled, the visitor will not be automatically checked in. Instead, the visitor will appear on the Scheduled Visitors view on the Reception page.

Recommended for lobbies/reception areas that do not have a guard/receptionist (‘unattended lobbies’)

 

Print Settings

Clicking the Print Settings text will display a list of additional options used to sync your iPad to a network printer. This section is only applicable if you plan to print badges directly from the iPad (as opposed to printing badges from a reception or guard workstation).

To begin, check the Enable Printing option  to utilize the feature. At this time, the iPad only supports the following Printer Models :

  1. Brother QL-720 NW
  2. Brother QL-710
  3. Brother QL -820NWB

You must have a supported printer if you want to utilize direct iPad printing. Further, the iPad currently supports certain types of related badges. Below is a chart to explain the model number, as it relates to the Paper Name. 

Paper Name
Model Number
62mm (Continuous Tape) DK-2205
60mm x 86mm (Pre-Cut Labels) DK-1234
62mm x 100mm (Pre-Cut Labels) DK1202

Finally, your printer will have a unique IP Address,  allowing your iPad to establish communication. The iPad must first be installed to the respective network.

Once you have confirmed that the printer is properly installed, press and hold the Cut button on the printer for 3 or 4 seconds until the printer begins to print. Your printer should supply 4 badges, with configuration information. The IP Address can be found on the third badge that is printed, near the center of the badge. Supply the IP address to the Printer IP Address field. 

 

Notifications

Clicking on the Notifications item under the Kiosk Settings will expose 5 multi-line text fields, used to provide instructions to your visitors based on certain workflows. For example, you may want to provide instructions as to where to pick up a visitor badge. The following notifications may be modified:

  • Visitor Checked In Successfully Message
  • Visitor Scheduled Successfully Message
  • Visit Error Message
  • Barred Visitor Message
  • NDA Required Error Message

The table below explains the purpose of each message, when a visitor may see it, and the current default value.

Notification
Default Value
Trigger
Visitor Checked In Successfully Message You have successfully checked in. You will be
automatically return to the Welcome screen
momentarily
Occurs when a visitor successfully completes the check in process.
Also, this message is only displayed for visitors that are
configured to automatically check in.
Visitor Scheduled Successfully Message You have been successfully scheduled. You will be 
automatically returned to the Welcome screen 
momentarily
Occurs when a visitor successfully completes the check in process.
Also, this message is only displayed for visitors that are not
configured to automatically check in.
Visit Error Message There has been an error with your check in. Please
see the receptionist for further instruction. You will
be automatically returned to the Welcome screen
momentarily
Occurs when there is an unknown error
Barred Visitor Message You have been denied. Please see the receptionist
for further instruction
Occurs when a visitor’s name matches a Barred Visitor record
NDA Required Error Message Acceptance of the Visitor Agreement is required Occurs when a visitor clicks Decline to the Visitor Agreement

 

Saving & Deploying your Kiosk

Congratulations, you are almost done! You have successfully configured your kiosk to meet your business needs, now it’s time to deploy it to your iPad. Start by clicking the Save Configuration button  to save all of your configuration settings.

If you wanted to start over, you can also click the Delete Configuration button  to clear all settings. Finally, click the Generate Token button  to create a unique kiosk token to input to your iPad device. If you are not sure where to supply the token, please review the Configuring your iPad Kiosk.pdf document to learn about installing the iPad app.

Once generated, the token must be supplied to the target iPad within 24 hours. If the code is not supplied within 24 hours, it will expire, and a new code will need to be generated. Don’t worry, you can generate as many tokens as you need. When supplying the token to the iPad, note that the iPad is not case sensitive.

Overview:

When a customer is using the official Veristream iPad App, it is highly recommended that the iPad is configured such that any Wi-Fi Networks are remembered. The following document will explain how to automatically connect to a wi-fi network.

Applies To:

iVisitor iPad App

iPad Air 2

Steps:

  1. Locate the Settings app
  2. Select Wi-Fi
  3. Tap (i) next to the network name
  4. Confirm Auto-Join is turned on

Overview:

The following article reviews how to enable Location Groups for customer accounts. Generally, Location Groups are intended for:

  • Multi-Location customer accounts that request a grouping of locations for scheduling, check in and reporting purposes.
  • Multi-Tenant customer accounts that request a grouping of tenants for scheduling, check in and reporting purposes.

A location group is created at a customer location after being enabled at the customer, under Customer Management. Once a group is created, user authorities are created that lock users down to that group. Authority is used to change the access level of every user accordingly, and Location Group is no different.

Enabling and Creating Location Groups

To enable and configure Location Groups for a customer account, observe the following steps, via the System Administrator console:

Admin Controls → Customer Management

  • Select the customer requesting the feature from the “Customers” list menu.
  • Under “Unique Customer Options” check the box for “Enable Location Groups”

Admin Controls → Location Group

  • Select the customer requesting the feature from the “Customers” list menu.
  • Click “New”
  • Insert Location Group Name
  • Select Locations under the “Select Locations for Location Group” list menu and press the >> button to move the location/tenant over to the “Current Location Group” list menu.
  • Select “Save” when completed.

Admin Controls → Authority

Once a Location Group is created at a customer that has the feature enabled, you’ll need to create ADDITIONAL authorities that use the Location Group. DO NOT DELETE EXISTING AUTHORITIES. Doing so could cause errors at the customer account for users currently using the existing authorities. Observe the following to create authorities for Location Groups.

  • Select the customer requesting the feature from the “Customers” list menu.
  • Select an existing authority of the access level required (I.E. if making an “Employee” access level for the Location Group, select “Employee” from the existing authority list menu.
  • Select “Add One Like This” button at the top of the screen
  • Name the new Authority to identify it is for that location group. (I.E. if making an authority for the “Hudson” Location Group, you would name it “Hudson Employee” instead of “Employee 2” or otherwise.
  • Inside the “Location Group” drop down under “Power Level”, select the group you are trying to configure authorities for.

From here, adjust any authority options that are for individual locations to use “Group” options instead. (I.E. if configuring an Employee level authority, you would disable “Add Visitors for Self” and enable “Add Visitors for group”.) Available group options include:

Visitors

  • Add Visitors for group
  • Request Visitors for group
    • Note this requires “Request a Visitor Only” option to be checked.

Reception

  • View Scheduled Visits for group
  • View Current Visits for group
  • Check Visitors in for group

Approvals

  • Edit Approved Visitors and Companies for group

Employee Setup

  • Edit Employees for group

Location

  • Edit group tenants or locations

Search

  • Search group

Barment

  • View Barred for group
  • Note at this time the only “add barred” option available is “Add Barred for any tenant or location”. No individual or group options for this are available.

Visitor Badging

  • Edit Visitor Badging for group

Once the authorities are created for all necessary authority levels, create a test account at the customer site and adjust it to each authority created one at a time to verify access level is set correctly and that all functions are normal. After this step, you can advise the customer to adjust any users that require access to that group to use the corresponding authority level for that user.

Q: I created a location group and authorities, but the customer reports that they cannot see the Location Group drop down.

  • A: The drop down box to select the location is only visible when applicable; pages that show it by default are Reception, Add a Visitor, Employee Setup and Reports.
    • Ensure the user has access accordingly to that feature to begin with; generally unless requested by the customer, “Employee” would not see reception.
    • If they are supposed to see the drop down and do not, verify under “Authority” in “Admin Controls” on the System Administrator account that the appropriate option is selected. I.E. if the user is a Receptionist and does not see the Location drop down on the reception screen, check to ensure the Receptionist authority for that Location Group has “View Scheduled Visits for group” and “View Current Visits for group” enabled.
    • If they can only check in guests at one location, verify the “Check Visitors in for group” is also enabled.

Overview:

This article outlines the email notifications that are available, when they are sent, their default values, and how to configure them.

Name
Email Trigger
Recipient
Default Content
How to Enable/Disable
Supports SMS
Supports Additional Content?
Enable Email Notification to Visitors Scheduled Visit Visitor Subject: Scheduled Visit Confirmation

First Name Last Name,
You have been scheduled for a visit to Customer Name – Location Name
Visit Host: Host Name
Destination: Visit Destinations
Visit Date: mm/dd/yyyy x:xx AM/PM
If you are unable to make this visit or feel you have received this in error, please reply to this message.
Veristream LLC © 2017 All Rights Reserved.

Location:

Enable Email Notification to Visitors

Add a Visitor:

Send Visitor Notification of Scheduled Visit

*Note: When enabled, this option displays a checkbox on the Add a Visitorpage. The option is defaulted as Unchecked and cannot be defaulted as Checked.

No Yes
Email Host Notification of Scheduled Visit Scheduled Visit Host Subject: Scheduled Visit Confirmation

Your visitor: First Last
From: Visitor’s Company Name
Visiting: Host Name
Scheduled by: User that scheduled visit
Scheduled for: mm/dd/yyyy x:xxAM/PM – mm/dd/yyyy x:xx AM/PM
Location: Location Name
Purpose of visit: Purpose of Visit
Destination: Destination

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Location:

Email Host Notification of Scheduled Visit

*Note: When enabled, this option defaults the checkbox on the Add a Visitor page as Checked. If disabled, the checkbox will be defaulted as Unchecked

Yes
Send Employee Email Notification on Visitor Check In Visitor Arrival Host Subject: Check-In Notification

Your visitor: First Name Last Name
From: Visitor’s Company Name
Visiting: Host First Host Last
Purpose of visit: Purpose
Scheduled by: User or Kiosk that Added the Visit
Arrived at: Check In TIme
Destination: Destination

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Location:

Send Employee Email Notification on Visitor Check In

Add a Visitor:

Email Host Upon Arrival

Yes Yes
Send Employee Email Notification on Visitor Check Out Visitor Check Out Host Subject: Check-Out Notification

Your visitor: First Name Last Namehas checked out.
From: Customer Name
The visitor arrived at: Check In Time
Departed at: Check Out Time

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Yes Yes
Include Self Registration on Email to Visitors Scheduled Visit Visitor

Subject: Scheduled Visit Confirmation

First Last,
You have been scheduled for a visit to Customer Name – Location Name.
Visit Host: Host First Host Last
Destination: Destination Name
Visit Date: mm/dd/yyyy x:xx AM/PM
If you are unable to make this visit or feel you have received this in error, please reply to this message.
To expedite the check in process, please click the link below to complete your registration before you arrive.
Visitor Registration
Veristream LLC © 2017 All Rights Reserved.

Location:

Enable Email Notification to Visitors

Add a Visitor:

Send Visitor Notification of Scheduled Visit

Include Self Registration on Email to Visitors

Documentation Management:

The location must contain and NDA

*Note: When enabled, an additional link is sent along with the scheduled visit email that enables the user to pre-register. This allows the user to:

  • Declare Personal Items
  • Supply Citizenship
  • Accept an NDA

If an NDA does not exist, the link will take the user to a broken page

Yes
Send Escort Email Notification on Check In Scheduled Visit Escort Subject: Check-In Notification Escort Required

Your visitor: First Name Last Name
From: Visitor’s Company Name
Visiting: Host Name
Purpose of visit: Purpose
Scheduled by: User that scheduled the visit
Arrived at: x:xx AM/PM
Destination: Destination

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Citizenship Notification Email
FCPA Email
NDA Recipient Email Customer Distribution List
Send Visitor Barment Email to Scheduler Barred Visitor Scheduled Scheduler Subject: Barred Visitor Notification

The following visitor is barred from entering this location.

Visitor’s Name
Visitor Name

Scheduled To Visit On:
mm/dd/yyyy x:xx AM/PM

Scheduled by:
Scheduler

Person Visiting:
Host

Location Visiting:
Location

A notification to approve has been sent to your administrators.
*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Overview:

The following presents all the supported cellular providers that iVisitor has the ability to send a SMS Text Message to.

Requirements:

Under the ‘My Profile’ page, the user must perform the following:

  1. Check the option to Enable Text Messaging for Notifications
  2. Select the respective Carrier from the drop down
  3. Supply the Mobile Phone

Providers

Provider Name
Country
Carrier Email Extension
Phone digit format
Accessyou HK
AllTel US
AT&T US @txt.att.net 10 digit
Accessyou Hong Kong
AllTel US @text.wireless.alltel.com 10 digit
AT&T US
Bell Mobility Canada @bellmobility.ca

@txt.bell.ca

@txt.bellmobility.ca

Boost Mobile US @myboostmobile.com 10 digit
Bouygues Telecom France
China Mobile China
Claro PR
Cricket US @sms.mycricket.com 10 digit
CSL Hong Kong
Digicel Jamaica Jamaica
Esendex UK
Fido Canada @fido.ca
Freebie ?
HSL UK
Kapow UK
Koodo Mobile Canada
Lynx Mobility Canada (French)
M1 Singapore
Mediaburst UK UK
MetroPCS US @metropcs.sms.us
Mobistar Belgium @mobistar.be
MTS Mobility Canada @text.mtsmobility.com
My-Cool-SMS International
Nextel US @messaging.nextel.com
O2 Germany @o2.co.uk

@o2imail.co.uk

@mmail.co.uk

Orange UK @orange.net
PC Telecom Canada
Polkomtel Poland
Proximus Belgium
Rogers Wireless Canada @pcs.rogers.com
Sasktel International
SFR France
Sprint PCS US @messaging.sprintpcs.com 10 digit
Starhub Singapore
Strait Talk US
Swisscon Switzerland
Telus Talk Sweden
Telus Sweden @msg.telus.com
T-Mobile US @tmomail.net 10 digit
T-Mobile Germany Germany @t-mobile-sms.de
TxtLocal UK
US Cellular US @email.uscc.net 10 digit
Verizon US @vtext.com 10 digit
Virgin Mobile Canada @vmobile.ca
Virgin Mobile US @vmobl.com 10 digit
Vodafone Germany
Vodafone UK
Wind Mobile Canada

Registration Error

The reason that this does not work for any other account besides Genpact is because it is a unique feature to Genpact only. It can work for other accounts, but requires special programming to be setup. It is used for every genpact location to record personal belongings, document acceptance and ID.

The option “Include Self Registration on Email to Visitor has to be DESELECTED in order to get this to work.

 

Then the email should look like this now.

Overview:

This article provides instructions on how to enable Photo Capture options in order to take photos on the Reception page.

Enable Photo Capture on Reception Pages

Admin Controls > Customer Management

Enable Photo Badging for Visitors

Use Flash for Visitor Photos

Site > Location

Enable Photo Badging For Visitors*

*Note that this option is hidden until the Customer Management options are enabled.

Confirming Changes

When logging into the site, the following will likely appear, assuming all options have been enabled. If you see the image below, please continue to Adobe Flash Player Settings to learn how to enable the camera on iVisitor.

Overview:

This article explains how to enable the photo capture options on the HTML Kiosk

Enabling Photo Capture

First, make sure that the options outlined in Enable Photo Capture on Reception have been enabled

Site > Location

Enable Photo on Default Kiosk

Confirming Changes

Please continue to Adobe Flash Player Settings to learn how to enable the camera on iVisitor.

Overview:

The following article provides details on how to enable photo uploads for Barred Visitors

 

Enabling Photo Upload

Admin Controls > Customer Management

Enable Barment Photo Upload

Site > Location

Enable Barment Photo Upload*

*Note that this option is only available when the Enable Barment Photo Upload is enabled on Customer Management

 

Uploading Barred Visitor Photos

When enabled, the upload option is available to the left, when creating a new Barred Visitor

Note that the photo of the barred visitor cannot exceed 50kb

Overview:

The following article explains how to enable the photo upload feature for Approved Vistors

Enabling Photo Upload

Admin Controls > Customer Management

Enable Photo Badging for Approved Visitors

Overview:

The following article explains how to enable the Adobe Flash Player Settings to allow iVisitor camera access

Adobe Flash Player Settings

Assume that the following is displayed:

  1. Right click anywhere in the message and select Settings
  2. Click the Allow option
  3. Click Remember
  4. Click Close

Problem

Webcam is not working in iVisitor.

Solution

  1. Plug the webcam into an available USB port
  2. Make sure any required software is installed but most are plug and play
  3. Log into iVisitor and click ‘Add a Visitor’
  4. On the Visitor Information page you will see the image of what the camera is viewing. If there is no image, right-click the box and click ‘Settings’
  5. Select the ‘Allow’ button and make sure the ‘Remember’ box is checked
  6. Close the settings window and you should now see the picture

** Make sure the ‘Enable Photo Badging For VIsitors’ box is checked under Location in SysAdmin

Overview:

This article reviews the steps to bypass OCX/ActiveX printing. Note that these settings only apply to Custom Badges, and are irrelevant to badges created in the Visitor Badging area of iVisitor

Bypassing OCX

  1. In System Admin, navigate to Site > Location of the respective customer’s location to bypass the OCX
  2. Look for the Custom Badge Template for Printing option
  3. Supply the Custom Badge Template for Printing option with a valid badge name. If you do not know the badge you would like to use, please review Custom Badges. Note that the badge name must appear exactly how it does on the Custom Badges article, case and all
  4. To bypass the OCX/ActiveX control, enable the option for Using Print Prompt on Custom Badge (NO OCX)
  5. When this is set, the steps from Enabling ActiveX Controls on Internet Explorer need not be followed
  6. Note that by enabling this option, while you will not be required to install Infrasafe’s OCX control, a print prompt message will display for each badge you print, prompting the user to select the printer they would like to use, how many copies, etc… (OCX suppresses this message)

Problem

When attempting to check in a visitor, or, print a badge, the web browser enters a white screen. Typically, clicking the back or refresh button will revert the browser back to its original state, in which you’ll find the visitor you attempted to check in, has been successfully checked in.

Applies to:

iVisitor 2

Internet Explorer

Badge Printing

Background:

This error typically occurs when attempting to use the OCX when it is not installed. It is possible that the OCX will prompt the user to install. If you do not have permissions to install the OCX, you will not receive this prompt.

Solution:

Confirm that the ActiveX Settings are configured properly on Internet Explorer:

  1. Click Settings
  2. Select Internet Options
  3. Click the Security tab
  4. Select the Custom level… option
  5. Configure the ActiveX settings as such:
    1. Enable Allow Active X Filtering
    2. Enable Allow previously unused ActiveX controls to run without prompt
    3. Disable Allow scriptlets
    4. Disable Automatic prompting for ActiveX controls
    5. Enable Binary and script behaviors
    6. Disable Display video and animation on a webpage that does not use external media player
    7. Prompt Download signed ActiveX controls
    8. Prompt Download unsigned ActiveX controls
    9. Prompt Initialize and script ActiveX controls not marked as safe for scripting
    10. Disable Only allow approved domains to use ActiveX without prompt
    11. Enable Run ActiveX controls and plug-ins
    12. Disable Run antimalware software on ActiveX controls
    13. Enable Script ActiveX controls marked safe for scripting
  6. Click OK

By attempting to print again, you will likely be prompted with the following message. Click Install.

If you are not prompted for this message, it is likely that you do not have permissions to install the ActiveX. Try the following:

  1. Run Internet Explorer as an Administrator by right clicking on the application and selecting the Run as Administrator option
  2. Log out of the Windows profile and log in as a local administrator.

Overview:

The following article outlines the reports that are available within iVisitor, which information is explained, and how to expose them.

In order to review any reports, the following Authority options are required for the user profile:

Authority:

View Search

Search your tenant or location / Search group / Search any tenant or location

Report Name
Is Standard?
Fields
Additional Information
Sorting Options
Additional Requirements
Accepted NDA No Visitor Name

Visitor Company

Visitor Email

Location

Accepted NDA Version

Date Accepted

Visitor Name

Accepted NDA Version

Visitor Email

Location

Date Accepted

Location:

Require Visitor’s Email Address

Enable NDA Acceptance On Visitor

Documentation Management:

An NDA must exist for the respective Location

Barred Visitors List Yes Visitor Name

Reason Barred

Visitor Company

Barment Requested By (location)

Barment Requested By (person)

Start of Barment

None Visitor Name

Visitor Company

Current Vehicles No Location

Visitor Name

Host

Vehicle Color/Make/Model

Vehicle License

Vehicle Pass Number

Gate Time

Time In

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Scheduled In

Scheduled Out

Visitor Type

Gate Time

Location

Vehicle Pass Number

Time In

Visitor

Location:

Display Vehicle Fields

Current Visitors Yes Visitor Name

Visitor Company

Host

Visit Destination

Purpose of Visit

Checked In Time

Location

Visit Scheduled By

Visitor Checked In By

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Scheduled In

Scheduled Out

Visitor Type

Visitor’s Company

Visit Location

Checked In Time

Visitor Name

Employees Yes Employee Name

Employee Phone

Employee Title

Employee Email

Location

Authority Level

Clicking on the Employee Name will take you to the Employee Informationscreen within Employee Setup Authority Level

Employee Name

Location

Never Checked In Yes Visitor Name

Visitor’s Company Name

Host

Scheduled Date & Time

Location

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Reason for Deletion

Visitor Type

Visitor’s Company Name

Location

Scheduled Date & Time

Visitor Name

Non Preregistered Visitors Yes Visit Date

Location

Visitor Name

Host

Visit Scheduled By

Time Added

Visitor Checked In By

Time Checked In

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Visitor Type

Guard

Location

Time Checked In

Host

Visitor Name

Past Barred Visits Yes Visit Date

Location

Visitor

Visitor’s Company

Badge Number

Host

Visitor Checked In By

Time In

Time Out

Approved (Yes/No)

Clicking on the Visitor Name will expose:

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Checked In At

Visitor Type

Visitor Approved

Approved By

Reason for Authorization

Company

Location

Time In

Time Out

Visitor

Foreign Visitor

Past Delivery No Authority:

View Delivery Control

Past Vehicles No Location

Visitor Name

Host

Vehicle Color/Make/Model

Vehicle License

Vehicle Pass Number

Gate Time

Time In

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Scheduled In

Scheduled Out

Visitor Type

Gate Time

Location

Vehicle Pass Number

Time In

Visitor

Location:

Display Vehicle Fields

Past Visitor Daily Average (M-F) Yes Displays an average as the total number of visitors, divided by the weekdays within the specified date range None N/A
Past Visitors Yes Date of Visit

Location

Visitor Name

Visitor’s Company Name

Badge Number

Host

Visitor Scheduled By

Visitor Checked In By

Visitor Type

Destination

Purpose of Visit

Time Checked In

Time Checked Out

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Visitor Type

Guard

Visitor’s Company Name

Location

Time Checked In

Time Checked Out

Visitor Name

Host

Visitor Type

Visitor Scheduled By

Scheduled Delivery No Authority:

View Delivery Control

Scheduled Visitors Yes Visitor Name

Visitor’s Company Name

Host

Destination

Purpose of Visit

Visitor Scheduled Time

Location

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Scheduled In

Scheduled Out

Visitor Type

Visitor’s Company Name

Location

Visitor Scheduled Time

Visitor Name

Total Past Visitors Yes Displays the total number of visitors, within the specified date range None N/A

Occasionally a report will be corrupt with an error message similar to the following:

screenshot-2.png

What follows after Excel attempts to self repair will be a damaged or blank report. To resolve this, adhere to the following:

  1. Record the error Line and Column.
  2. Save the corrupt report to your desktop.
  3. Change the file extension from XLS/XLSX to ZIP
  4. Open the ZIP file, navigate to xl/worksheets/sheet1.xml – This will be universal to every report and does not change.
  5. Using Notepad++, you’ll click somewhere in the reported error line (in the example above, Line 6.)

  6. When using Notepad++ and you click into the line in question, you’ll see at the bottom of the application a reference to your location in the document (Item 1, above) – Use this to navigate to the error Column in the line. (in the example above, Column 1531471 on Line 6)
  7. When you find this column you’ll note that there is an invalid character. Delete the offending character, save the xml file. (Item 2, above)
  8. Once saved, close the file.
  9. Rename the file extension from ZIP to XLS/XLSX again and re-open.
  10. Verify the report is repaired and viewable and return to customer.

Overview:

The following highlights the secondary languages available on the primary interface, the HTML, and the iPad App Kiosk

Applies To:

  • iVisitor 2
  • HTML WIndows Kiosk
  • iPad iOS Kiosk

iVisitor Reception Languages

  1. English
  2. Spanish
  3. Chinese (Simplified)
  4. Japanese

iPad App Kiosk Languages

  1. English
  2. Spanish
  3. Portuguese
  4. Danish
  5. Dutch
  6. French
  7. German
  8. Italian
  9. Swedish
  10. Chinese (Simplified)
  11. Japanese
  12. Flemish

HTML Windows Kiosk Languages

  1. English
  2. Spanish
  3. Portuguese
  4. Danish
  5. Dutch
  6. French
  7. German
  8. Italian
  9. Swedish
  10. Chinese (Simplified)
  11. Japanese
  12. Flemish

Overview:

This section covers setting up an SP configuration for a new SSO-enabled client. The client’s (IdP) metadata must have been obtained prior to executing the below steps. There are three files that will be affected: authsources.php, saml20-idp-remote.php, and a new authentication page to which the customer will direct their initial solicitation.

  1. On the staging/production server, navigate to \webapps\ivaml\config\ and open authsources.php in a text editor.
  2. Copy one of the existing SP configurations (titled “saml:SP”) and paste below, changing the following attributes:
    1. entityID: This usually takes the form iVisitor (e.g. for a customer such as Motorola on staging, it would be iVisitorStgMotorola).
    2. RelayState: this is our URL we would provide to the customer. This is only if they are doing IdP initiated. This is not needed for SP initiated SAML communication.
    3. idp: This must be set to the entity ID specified in the IdP metadata.
    4. certificate/privatekey: The default option is to use the existing SHA256 certificate (prod256.crt) and private key (prod256.pem) or if staging (stg256.crt and stg256.pem).
  3. Change the array key to the format IV_SP (e.g. IVMotorola_SP).
  4. Open a web browser and navigate to the SAML control panel.
    1. Staging address: https://staging.visitorentrysystem.com/ivsaml
    2. Production address: https://www.visitorentrysystem.com/ivsaml
  5. Once logged in, click on Page not found at the top and then select the Federation tab and under the Tools section, click the link titled XML to simpleSAMLphp metadata converter.
  6. Paste the IdP metadata into the text box labeled XML metadata and click the Parse button.
  7. Select all of the text under the Converted metadata section and copy to the clipboard.
  8. On the staging/production server, navigate to \webapps\ivsaml\metadata\ and open saml20-idp-remote.php in a text editor.
  9. Scroll to the bottom and paste the contents of the clipboard.
  10. On the staging/production server, navigate to \webapps\ivsaml\iv-integration\ and copy/paste one of the existing files.
  11. Rename the new file to Auth.php (e.g. MotorolaAuth.php) and open it in a text editor.
  12. Also open TestAuth.php and change the value of cid to the customer id of the customer this instance is for (e.g. $cid = ‘1450’;).
  13. Go to https://staging.visitorentrysystem.com/ivsaml/iv-integration/TestAuth.php in your browser and copy the value below the printed customer id.
  14. Go back to the Auth.php and modify the parameter passed to the SimpleSAML_Auth_Simple constructor to the name of the appropriate SP configuration (e.g. IVMotorola_SP).
  15. Modify the cid value to the value from the TestAuth.php output (e.g. $cid = ‘aG5J5Q==’;).
  16. Modify the attribute name, uniqueIdentifier, $uid = $attributes[‘uniqueIdentifier’][0]; to the name of the appropriate attribute being sent with the unique identifier.
  17. Within the form tag, change the action to the appropriate servlet, which is usually of the form /ivisitor/SAMLSubmit.do.
  18. Ensure that the following exists as the last input tag:

Exporting SP Metadata

Overview: Once an SP has been configured for a particular customer, the customer may request the SP metadata. SimpleSAML converts XML to its own proprietary structure (a series of embedded arrays), but there is a method of exporting the SP metadata in XML format for external distribution.

  1. Open a web browser and navigate to the SAML control panel.
    1. Staging address: https://staging.visitorentrysystem.com/ivsaml
    2. Production address: https://www.visitorentrysystem.com/ivsaml
  2. Once logged in, select the Federation tab.
  3. Locate the appropriate SAML 2.0 SP Metadata configuration (e.g. IVMotorola_SP) and click Show metadata.
  4. The XML metadata file can be downloaded from the dedicated URL provided.
  5. The URL to provide the customer for login (SP initiated only) will be:
    1. Staging address:
      https://staging.visitorentrysystem.com/ivsaml/iv-integration/ name>Auth.php
    2. Production address:
      https://www.visitorentrysystem.com/ivsaml/iv-integration/ name>Auth.php

Testing Authentication

Overview: After both the SP and the IdP (on the customer’s end) have been configured, it would be useful to test that the SAML handshake can successfully complete and all of the appropriate parameters are returned. SAML supports a straightforward way of doing this by authenticating against the IdP and printing the parameters that are returned from such. It’s important to note, however, that a valid SSO login on the client side will likely be needed.

  1. Open a web browser and navigate to the control panel.
    1. Staging address: https://staging.visitorentrysystem.com/ivsaml
    2. Production address: https://www.visitorentrysystem.com/ivsaml
  2. Once logged in, select the Authentication tab and click the Test configured authentication sources link.
  3. Under the Test authentication sources header, select the appropriate SP configuration (e.g. IVMotorola_SP).
  4. At the client login page, enter the provided credentials and click the Sign in button (or whatever button submits the form on the client login site).
  5. Ensure that the browser was redirected back to the SAML control panel and all expected request parameters are displayed with the appropriate values.

Q: A user is reporting the error “Invalid SSO. This SSO ID #### is not active.”, how do I resolve?

  • A: It is important to understand that if you see this message, the SAML request is correct, but the information being sent from the user to the browser is not. Single Sign-On looks through Employee Setup for a user with the Unique Employee ID that matches the SSO ID being presented and logs them in as this person. The ID is presented to us because they are logged in via SSO on their machine, and they used the SSO login link to access iVisitor. This error means that either their account is disabled at the location, or does not exist at the location. You will need to verify the user has an active account and if they do, investigate the UID on the account and see if it matches up. Please keep in mind this does not authorize us to re-enable the account or adjust the account to use the SSO ID listed in the error, unless requested to do so by a site administrator. Provide necessary training documentation to self-resolve in the future if requested to do so by a site administrator.
  • Things to consider when troubleshooting this issue: Recurring Employee Imports, users who frequent multiple locations (Hotelling), and customers that have multiple sites (Tishman).

Q: A user is reporting that their session is expired, but they’re using Single Sign-On!

  • A: A session will expire in iVisitor after a certain period of time passes, determined by a setting on the customer account. This holds true for SSO users as well. Generally this is a caching issue, and the customer would be advised to try the following, in the following order:
    • Restart Browser, try again.
    • Clear Cache, restart Browser, try again.
    • Restart computer, try again.
  • The reason for the steps to be in that order are because some configurations at certain customers will require they log into their SSO portal again after restarting the browser and this will resolve the issue if so. Some customers do not require logging back in, so clearing the cache in this case would require it and resolve the issue if so. Finally, if network related, restarting the computer completely will generally act as a final point of resolution.
  • If after completing all three steps the user is still experiencing an expired session, they may want to try resetting the entire browser.
  • If resetting the browser has not resolved this issue, iVisitor is ruled out at this point. Forward the user to work with their local IT at their respective company to resolve.

Q: I’ve received a SimpleSAML Error Report. Why? What do I do?

  • A – Why?: When a site uses SSO, and the user clicks on their SSO login link, it attempts to login to iVisitor using credentials that are passed to us via SAML 2.0, as outlined in the SSO Requirements Page. When they attempt to log in to iVisitor via SSO and there is a problem, such as the user is NOT logged in via SSO on their machine, it prompts them with the following page:

    If the user presses “Send error report”, it promptly emails support@veristream.com with information that can be used to troubleshoot, and as you know, emailing support@veristream.com will also open a ticket in SFDC for us. The user receives no confirmation that a ticket is opened or knows this is occurring at all, unless we inform them. You can replicate this page by attempting to access any SSO Login link on your personal machine, as you are not logged into any form of SSO in your browser. Feel free to test this personally to understand.
  • A – What do I do?: Generally speaking, just make a mental note of the error. If the user supplied an email address, you can usually use this to discern what site they are at. If a user repeatedly submits a report, but there are not multiple users from the same location submitting reports, you can advise them using the SAML Error template in SFDC to clear their cache and try again.
  • Note that some sites may use SSO for their employees, but a login and password for contractors. They may get SAML errors like this if they use the SSO login link and are not actually logged in via SSO as mentioned above in the “Why?” section.
    • Advise the user to either close their browser and log into SSO again, or, use the correct (manual credential) login page if they are not an active SSO user.
  • If you are getting a flood of SAML reports from a specific site, there may be an issue with their SAML configuration, either on our end or theirs. To verify this, confirm the following with the customer:
    • Have they updated their metadata recently? (Their IT/Networking team would have to answer this)
    • Has their certificate expired? (Again, IT/Networking would have to answer this)
    • Issues such as this are to be escalated once we have this information, and not prior to, under normal circumstances. R&D will need to resolve if related to metadata/certificates on our end.

Q: A user got this page when they tried to log into iVisitor through SSO. What is going on?

            

  • A: This means that the user is using the incorrect link to access iVisitor in their SSO. Make sure they’re using the correct steps to access their software. If all users are experiencing this issue at a site, then the actual SSO software being used is pointing to a staging or test area, instead of the production area. Advise the administrators at the customer location to adjust this. Reach out to leadership or R&D at Veristream to verify the link they should be using to access with, if necessary.

Overview:

This article outlines a cause-and-effect of all authority level options

Visitors

View My Visitors

  • Displays the My Visitors page, a collection of the user’s 500 most recent visitors

View Add Visitors

  • REQUIRED
    • View My Visitors
  • Displays the Add a Visitor page
  • User will not be able to save record, as they need either the Add Visitors for Self or Add Visitors for other’s within your tenant or locationauthority

Add Visitors for Self

  • REQUIRED
    • View My Visitors
    • View Add Visitors
  • Displays the Add a Visitor page
  • User can only add visitors for him or herself; they cannot add a visitor for another

Overview:

This article explains the default Authorities that are created when a new customer is generated

Enterprise Stock Authorities

The following stock authorities are created for each Non Multi-tenant account

Employee

Visitors

  • View My Visitors
  • View Add Visitors
  • Add Visitors for Self

Receptionist

Visitors

  • View Add Visitors
  • Add Visitors for other’s within your tenant or location

Reception

  • View Reception
  • View Scheduled Visits for your tenant or location
  • View Current Visits for your tenant or location
  • Check Visitors in for your tenant or location
  • View Pre Approved Visitors
  • Check In Pre Approved Visitors

Miscellaneous

  • View Fire List
  • Select Reception on login

Local Administrator

Visitors

  • View My Visitors
  • View Add Visitors
  • Add Visitors for other’s within your tenant or location

Reception

  • View Reception
  • View Scheduled Visits for your tenant or location
  • View Current Visits for your tenant or location
  • Check Visitors in for your tenant or location
  • View Building Occupants
  • View Pre Approved Visitors
  • Check In Pre Approved Visitors

Approvals

  • Edit Approved Visitors and Companies for your tenant or location

Employee Setup

  • View Employee Setup
  • Edit Employees for your tenant or location
  • Edit user names and passwords of different power levels
  • Add authority levels

Location

  • View Location Setup
  • Edit your tenant or location

Reception Area

  • View Reception Area Setup
  • Edit your tenant or location reception area
  • View Search
  • Search your tenant or location

Barment

  • View Barred for your tenant or location

Visitor Badging

  • View Visitor Badging
  • Edit Visitor Badging for your tenant or location

Miscellaneous

  • View Fire List

Multi Location Admin

Visitors

  • View Add Visitors
  • Add Visitors for any tenant or location

Reception

  • View Reception
  • View Scheduled Visits for any tenant or location
  • View Current Visits for any tenant or location
  • Check Visitors in for any tenant or location
  • View Building Occupants
  • View Pre Approved Visitors
  • Check In Pre Approved Visitors

Approvals

  • Edit Approved Visitors and Companies for any tenant or location

Employee Setup

  • View Employee Setup
  • Edit Employees for any tenant or location
  • Edit user names and passwords of different power levels
  • Add authority levels

Location

  • View Location Setup
  • Edit any tenant or location

Reception Area

  • View Reception Area Setup
  • Edit any tenant or location reception area

Search

  • View Search
  • Search any tenant or location

Barment

  • View Barred for all tenants or locations
  • Add Barred for any tenant or location
  • Approved Barred Visitors

Visitor Badging

  • View Visitor Badging
  • Edit Visitor Badging for any tenant or location

Miscellaneous

  • View Fire List

Overview:

The following explains the kiosk user authorities to be configured for the specified kiosk.

Applies To:

  • iPad (HTML)
  • iPad (Official App)
  • Surface Pro Kiosk
  • elo Kiosk

User Authorities

Kiosk Type
Kiosk
Notes
Touch Screen Kiosk N/A Not used
Default Touch Kiosk Surface Pro

elo

For customers using a Windows-based kiosk.
Default Keyboard Kiosk N/A Not Used
Regular iPad Kiosk iPad For customers using the HTML version of the iPad. This was the default authority for an iPad kiosk prior to 2017.

This iPad cannot check in Walk-Up Visitors.

This iPad will only check in Pre-Registered Visitors if the Pre-registered Visitor Check In at iPad Kiosk option is enabled

iPad Version 1 N/A Not Used
iPad Native App iPad For customers using an iPad for their kiosk.

Supported iPads: iPad Air 2

Overview:

eCustoms or ‘Visual Compliance’ is a third party feature that will perform an additional check against a global barrment list such as FBI’s Most Wanted, for example.

Required:

A username and password is required from the eCustoms team. This information should be supplied by eCustoms once the order has been processed.

How to Enable:

eCustoms is enabled on the ‘Location’ level. To enable:

  1. Check the Enable Visual Compliance Integration for Barred Visitors option
  2. When this option is checked, a username and password field will appear
  3. Supply the username & password

All customers must have their own unique username & password.

Veristream test accounts may use the following for testing purposes only:

Username: LO4WL

Password: 987VRD878

Overview:

The following document provides information on how the Visual Compliance/eCustoms integration works with iVisitor

Requirements:

A license agreement with Visual Compliance is required. A username and password is required from the eCustoms team. This information should be supplied by eCustoms once the order has been processed. This option may only be enabled by a Veristream Admin.

Using Visual Compliance:

iVisitor can integration directly with Visual Compliance, to help capture nationally and globally recognized criminals, and prevent them from gaining access to your building.

When the Visual Compliance integration is enabled, your location may receive Barred Visitor notifications for Barred Visitors that are not even added to your location. For example, we will use the name Alexis Flores, who is pretty high on America’s Most Wanted (at least, at the time that this document was created).

When Alexis Flores is added as a new visitor, notice how the Barred Visitor record is created, while this individual was never added to the list of known Barred Visitors.

Additionally, notice that there are now two Sources.

  • Visual Compliance – Stating that the visitor was a match against globally recognized watch lists
  • Customer Barment Database – Indicating that the visitor was a match against Barred Visitor records that were manually added (for example, Leo Johnson below)

By clicking on the Visual Compliance  source, a new window will appear, displaying potential matches for the record, including any alias the visitor may go by. Click on Details  to learn even more about the record.

 

By clicking Details, an additional window will appear, supplying specifics about the visitor itself. At this time, you can determine if this is the same person attempting to gain access to the facility.

Once all compliance checks have been performed, you may approve or deny the visit using the same methods in the previous section.

Kiosks

Overview

The following document provides instructions on how to setup a kiosk on a customer’s machine

Applies to

Surface Pro; elo

Steps

  1. Create a shortcut on the desktop
    1. Locate the customer’s URL from Salesforc. The URL should end with a number, and look similar to https://www.visitorentrysystem.com/ivisitor/Login?katfsn=39038301&oblbtd=1304 for example.
    2. Right click on the desktop and select New > Shortcut
    3. Paste the URL found on the Salesforce page in the Shortcut Location
    4. Click Next
    5. Name the shortcut iVisitor
    6. Click Finish
  2. Present the screen in Kiosk Mode
    1. Double click the shortcut & confirm that iVisitor opens in Internet Explorer
    2. Press F11 to present Internet Explorer in full screen mode
      1. Full screen mode will display a kiosk experience for the visitor when approaching the kiosk.

Overview

The following reviews how to create a new kiosk user in a customers environment

Overview:

It is worth noting that for a Windows-based kiosk, a kiosk is simply a different user authority to be configured

Creating a Kiosk Authority

  1. From System Admin, navigate to Admin Controls > Authority
  2. Select New
  3. Create an Authority Name
  4. Enable the option to Allow Log In
  5. Scroll down to the bottom, and select the Default Touch Kiosk under the Kiosk Type option

Creating a Kiosk User

  1. Log into the customer’s account
  2. Navigate to Employee Setup
  3. Select New
  4. Provide the new user with a Username & Password
  5. Provide the user with the Authority Level added in Step 3 of the Creating a Kiosk Authority chapter

About Kiosk Configuration

The following document explains the Kiosk Configuration page for creating an iPad kiosk workflow with iVisitor. This page is used to connect an iPad kiosk to your iVisitor reception board.

Requirements for Use

The access the Kiosk Configuration page, the following requirements must be met:

Authority:

View All iPad Kiosk Configurations

 

The Kiosk Configuration Page

To access the Kiosk Configuration page, click on the Site icon to expand the available options, exposing the Kiosk Configuration option.

If the Kiosk Configuration option does not appear under the Site icon, your iVisitor account does not have permissions to access this section. If you believe that this is a mistake, please contact a Veristream Technical Support team member to enable the option to view all iPad kiosk configurations.

Clicking on the Kiosk Configuration option should display the following page:

 The Location of the kiosk. Note that this is the Home Location of the currently logged on user. Any kiosks created in this space will sync to the respective location. For example, creating a kiosk on this page will result in a kiosk created under the Orlando location. If you would like to create a kiosk for a different location, you can either:

  • Change your Home Location by clicking on My Profile, and selecting the desired Home Location. You may need to log out of iVisitor for changes to take effect.
  • Change your Home Location by clicking on the Employee Setup link, and locating your user record. Then, changing your Home Location. You may need to log out of iVisitor for changes to take effect.
  • Create a new user under the desired location by clicking on the Employee Setup link, and creating a new user.

The Kiosk Configuration page is divided by 3 separate panels:

 The Management panel provides the opportunity to add a new kiosk or clone an existing one

 The Branding panel allows you to customize your kiosk with your company’s logo. If you are printing badges from the iPad to a Brother printer, this panel provides available badge templates to select.

 The Settings panel is the command center for how your kiosk will function. Settings such as which options to show and hide, where to print badges, and what messages to display are controlled here.

 

The Management Panel – Adding a New Kiosk

To create a new kiosk, click the Add button . The Add New Kiosk lightbox will appear, prompting you to supply a Kiosk Name  The Kiosk Name should be something identifying the location of the kiosk, for example, the entrance name. When running a Past Visitors Report, the Kiosk Name will appear under the Scheduled By column for walk-up visitors scheduled at an iPad. For visitors being checked in by the iPad, the kiosk name will appear under the Guard column. Once you have supplied a kiosk name that suits the location, click Save  to create the kiosk.

Once the kiosk has been added, you can find it in the Management panel . The name can be modified at any time by clicking the name under the Branding panel .

After you have configured your kiosk with branding and configuration options, you can Clone  the kiosk to duplicate its settings.

 

The Branding Panel – Adding Logos to your iPad

The Branding panel allows you to provide up to 2 images and select a badge template if you plan to print badges directly from the iPad.

The Welcome Image  will appear across the center of the welcome screen of the iPad like such:

The Brand Image  will appear on all subsequent pages following the welcome screen across the top, as seen below:

 

All images are confined to their respective size. For example, the Welcome Image must be an image of 650px by 155px. If an image is uploaded to the kiosk that is larger or smaller than these dimensions, it will be scaled accordingly. In most instances, this will result in a stretched out image that is not to scale.

To ensure that your image is clear and sharp, we recommend using image editing tools to ensure that the image is saved with the following dimensions. For example, there are dozens of online tools that allow you to upload an image and set a transparent background with the above parameters.

To upload the image, click the respective Browse button. Note that the image must be saved as a .png prior to uploading.

To choose a badge, select the desired badge from the Choose Badge  drop-down list. The next section will provide a graphic reference to the available badges.

 

Badge Templates

The following badge templates are available when printing badges directly from the iPad to a supported Brother printer:

Badge Name
Design
Badge Content

iVisitor Classic

Location Name

Visitor Type (as a single letter)

Visitor’s Name

Expiration Date

Host Name

Barcode

iVisitor Basic

Visitor’s Name

Visitor’s Company Name

Visit Date

Alpha

VISITOR

Visitor’s First Name

Visitor’s Last Name

Visitor’s Company Name

Host Name

Date of Visit

ESCORT REQUIRED

Uniform

Visit Date

Visitor’s Name

Visitor’s Company Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Badge Number (top right, if applicable)

Uniform Private

Visit Date

Visitor’s Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Badge Number (top right, if applicable)

Uniform Barcode

Visit Date

Visitor’s Name

Visitor’s Company Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Barcode

Badge Number (top right, if applicable)

Uniform Private Barcode

Visit Date

Visitor’s Name

Host

Visitor – Escort Required

Visit Destination

Your Company’s Name

Barcode

Badge Number (top right, if applicable)

 

The Settings Panel – Configuring Your Kiosk’s Workflow

There are three primary areas of the Settings panel:

The Display Settings  are the primary configuration center, controlling the workflow of your kiosk. While not all settings may be relevant, this document will explain the use of each one.

The Print Settings  are used to link your iPad to a supported Brother printer

The Notifications settings  are visitor facing notifications that are displayed when certain events occur. Some notifications may not be used, based on the respective Display Settings

 

Display Settings

Clicking the Display Settings text will display a list of options that can be enabled and disabled. Note that some options will require coordination with a Veristream Technical Support Team member. Please review the chart below before making any changes to your configuration settings.

Setting
Screen
Purpose/Result when Enabled
Show Visit Types

Displays an additional field allowing a visitor to denote their Visitor Type – for example “Visitor”, “Vendor”, “Employee”, “Contractor”, etc…

SETUP REQUIRED

This feature requires that Visitor Types are enabled. If Visitor Types are not enabled, and you would like to utilize Visitor Types, please consult with a Veristream Technical Representative. Enabling this option on the Kiosk Configuration page without consulting with a Veristream Technical Representative may result in erroneous behavior when activating your iPad kiosk.

Veristream Administrator Requirements:

  • The Display Visitor Types option must be enabled on the respective location
Check Pre-Registered Visitors

After a visitor has supplied their name or email address, their information will be matched against the list of scheduled visitor for the day.

If a match is found, the respective screen will appear, allowing the visitor to confirm or deny their identity.

Show Non-Disclosure Agreement
Displays an additional page prior to check in that forces visitor’s to sign a visitor agreement prior to check in. When enabled, visitors will see your document, and be required to sign it using their finger and the iPad touchscreen.

After the document has been signed, the visitor will be prompted with an additional screen, asking the visitor if they would like a copy of their NDA sent to their email address.

NOTE
Veristream does not save signed Visitor Agreements. If you require to save signed visitor agreements, please consult with a Veristream Technical Representative to configure the NDA Recipient Email option

SETUP REQUIRED
This feature requires that Visitor Agreements are enabled. If this feature is not enabled, and you would like to utilize it, please consult with a Veristream Technical Representative. Enabling this option on the Kiosk Configuration page without consulting with a Veristream Technical Representative may result in erroneous behavior when activating your iPad kiosk.

Veristream Administrator Requirements:

  • A Visitor Agreement must exist in the Document Management section for the respective location
  • The Enable NDA Acceptance on Visitor option must be enabled on the respective location
Check Visitor Citizenship

SETUP REQUIRED

This feature requires that Citizenship Capture is enabled. If this feature is not enabled, and you would like to utilize Visitor Types, please consult with a Veristream Technical Representative

Veristream Administrator Requirements:

  • The Log Citizenship option must be enabled on the respective location
Allow Preregistered Visitors to check-in N/A Any visitor that has been registered by an employee will be automatically checked in.

Recommended for lobbies/reception areas that do not have a guard/receptionist (‘unattended lobbies’). When this option is not enabled, the visitor will not be automatically checked in. Instead, the visitor will appear on the Scheduled Visitors view on the Reception page.

*This option requires the Check Pre-Registered Visitors option to be enabled

Allow Non-Preregistered Visitors to check-in N/A Any visitor will be automatically checked in, regardless of if they have been registered by an employee or not. When this option is not enabled, the visitor will not be automatically checked in. Instead, the visitor will appear on the Scheduled Visitors view on the Reception page.

Recommended for lobbies/reception areas that do not have a guard/receptionist (‘unattended lobbies’)

 

Print Settings

Clicking the Print Settings text will display a list of additional options used to sync your iPad to a network printer. This section is only applicable if you plan to print badges directly from the iPad (as opposed to printing badges from a reception or guard workstation).

To begin, check the Enable Printing option  to utilize the feature. At this time, the iPad only supports the following Printer Models :

  1. Brother QL-720 NW
  2. Brother QL-710
  3. Brother QL -820NWB

You must have a supported printer if you want to utilize direct iPad printing. Further, the iPad currently supports certain types of related badges. Below is a chart to explain the model number, as it relates to the Paper Name. 

Paper Name
Model Number
62mm (Continuous Tape) DK-2205
60mm x 86mm (Pre-Cut Labels) DK-1234
62mm x 100mm (Pre-Cut Labels) DK1202

Finally, your printer will have a unique IP Address,  allowing your iPad to establish communication. The iPad must first be installed to the respective network.

Once you have confirmed that the printer is properly installed, press and hold the Cut button on the printer for 3 or 4 seconds until the printer begins to print. Your printer should supply 4 badges, with configuration information. The IP Address can be found on the third badge that is printed, near the center of the badge. Supply the IP address to the Printer IP Address field. 

 

Notifications

Clicking on the Notifications item under the Kiosk Settings will expose 5 multi-line text fields, used to provide instructions to your visitors based on certain workflows. For example, you may want to provide instructions as to where to pick up a visitor badge. The following notifications may be modified:

  • Visitor Checked In Successfully Message
  • Visitor Scheduled Successfully Message
  • Visit Error Message
  • Barred Visitor Message
  • NDA Required Error Message

The table below explains the purpose of each message, when a visitor may see it, and the current default value.

Notification
Default Value
Trigger
Visitor Checked In Successfully Message You have successfully checked in. You will be
automatically return to the Welcome screen
momentarily
Occurs when a visitor successfully completes the check in process.
Also, this message is only displayed for visitors that are
configured to automatically check in.
Visitor Scheduled Successfully Message You have been successfully scheduled. You will be 
automatically returned to the Welcome screen 
momentarily
Occurs when a visitor successfully completes the check in process.
Also, this message is only displayed for visitors that are not
configured to automatically check in.
Visit Error Message There has been an error with your check in. Please
see the receptionist for further instruction. You will
be automatically returned to the Welcome screen
momentarily
Occurs when there is an unknown error
Barred Visitor Message You have been denied. Please see the receptionist
for further instruction
Occurs when a visitor’s name matches a Barred Visitor record
NDA Required Error Message Acceptance of the Visitor Agreement is required Occurs when a visitor clicks Decline to the Visitor Agreement

 

Saving & Deploying your Kiosk

Congratulations, you are almost done! You have successfully configured your kiosk to meet your business needs, now it’s time to deploy it to your iPad. Start by clicking the Save Configuration button  to save all of your configuration settings.

If you wanted to start over, you can also click the Delete Configuration button  to clear all settings. Finally, click the Generate Token button  to create a unique kiosk token to input to your iPad device. If you are not sure where to supply the token, please review the Configuring your iPad Kiosk.pdf document to learn about installing the iPad app.

Once generated, the token must be supplied to the target iPad within 24 hours. If the code is not supplied within 24 hours, it will expire, and a new code will need to be generated. Don’t worry, you can generate as many tokens as you need. When supplying the token to the iPad, note that the iPad is not case sensitive.

Overview:

When a customer is using the official Veristream iPad App, it is highly recommended that the iPad is configured such that any Wi-Fi Networks are remembered. The following document will explain how to automatically connect to a wi-fi network.

Applies To:

iVisitor iPad App

iPad Air 2

Steps:

  1. Locate the Settings app
  2. Select Wi-Fi
  3. Tap (i) next to the network name
  4. Confirm Auto-Join is turned on

License Scanning

Overview:

The following article reviews the supported driver’s license scanners with iVisitor. While other driver’s licenses scanners may work with iVisitor, the following scanners are those that have been officially tested and are therefore supported by Veristream.

E-Seek M260

Capability:

Reads 2D Barcodes

Reads Mag Stripes

Connectivity:

USB

Overview:

The following article reviews how to enable driver’s license scanning for check-in on the following:

  • Windows/HTML Kiosk
  • Reception

Helpful Information:

  • Any new customer should have NO OCX options selected.
  • Enable DL/CC Scanner NO OCX on Visit Pages will allow for the scanned information to populate on the visit page (as opposed to the kiosk)
  • Enable DL.CC Scanner on Reception for Check In will allow for the DL to be scanned on reception and the name will be crossed checked against all scheduled visitors. If there is a match then it will display that visitor’s record.  If there is not a match, then it will open an add a visitor window and will indicate at the top that it is not a pre-registered visit.
    • This feature will require the kiosk_reception profile to be used in Wizzforms.

Kiosk Enabled Swiping:

The following options must be enabled:

Customer Management

Display ID fields on Check In

Enable DL/CC Scanner NO OCX on Visit Pages

Enable DL/CC Scanner on Reception for Check In

Location

Enable DL on Default Kiosk

Wizzforms Setup

The kiosk_default profile should be used

When logging into the kiosk, the option to Insert or Swipe Driver’s License or Military ID should be visible.

Reception Enabled Swiping:

The following options must be enabled:

Customer Management

Display ID fields on Check In

Enable DL/CC Scanner NO OCX on Visit Pages

Enable DL/CC Scanner on Reception for Check In

Wizzforms Setup

The kiosk_reception profile should be used

What is Wizzforms?

  • Wizzforms is a third party service used to listen to a swiped drivers license
  • Once a license is scanned, Wizzforms de-encrypts the information from the license into a readable format
  • iVisitor uses the following information for a speedy check in process
    • First Name
    • Last Name
    • Issued State
    • DL Number (256-bit encrypted)

How does Wizzforms/DL Scanning integrate with iVisitor?

  • Once the Wizzforms software is installed, a set of profiles will become available. iVisitor uses one of two profiles
  • A profile is a set of instructions in the form of an XML file that both Wizzforms and iVisitor understand
    • If the DL scanner is attached to a Kiosk, the profile should be set to kiosk_default
    • If the DL scanner is attached to a Reception PC, the profile should be set to kiosk_reception

Required Permissions for Support

Read, write, and modify permissions are required on the following directories:

  • C:\ProgramData\Nautilus\Wizzforms
  • C:\ProgramData\Nautilus\Wizzforms\Keystrokes
  • C:\Users\Public\Documents\IDScan.net\WF\Logs

Wizzforms – Error! Error on Startup

  • When starting Wizzforms, the following error is encountered:
  • This message indicates that the user does not have the required write permission to the path noted above. In this example, C:\Users\Public\Documents\IDScan.net\WF\Logs. To resolve this issue, read, write, and modify permissions should be assigned to the user with the issue

Error EommStudioSerialReader

  • When attempting to select a Port for Reader/Scanner #1 or Reader/Scanner #2, an error is encountered

  • The error indicates the COM port is not configured correctly. To resolve:
    • Confirm that the driver is installed correctly. To access the driver, visit https://idscan.net/support/driversfirmware/
    • Attempt to restart Wizzforms
    • If all else fails, restart the PC once the preceding options have been attempted

Oh no! Your WizzForms support has expired!

  • When starting Wizzforms, the following message is encountered:

  • To resolve, dismiss the message by clicking OK
  • The customer will require a new license key. To locate their current license information, right click on the Wizzforms service running in your System Tray
  • Click on Registration
  • The following box should display

  • From a Veristream perspective, you may take the Computer ID or the License Key and perform a search in Salesforce. The results should yield information such as the PO number, date of purchase, activation date, etc…
  • Note that the Wizzforms license has a 12-month expiration. After 12-months, a new PO must be cut, and a new license key must be requested. If the Date of Purchase or Activation Date is indeed past the 12-month limit, the Sales Rep should  be notified, as a new License Key will need to be generated by the vendor

Overview:

This article explains the various workflows that are available when using Driver’s License Scanning features

Using Drivers License Scanning on Reception:

When using DL scanning at reception, please consider the following visitor workflows:

  • Walk Up Visitors
  • Pre-Registered Visitors
  • Pre-Approved Visitors

Walk Up Visitors

For Walk Up Visitors, when scanning a visitor’s ID on the reception page, iVisitor will scan all tenants and locations in an attempt to locate a matching visitor. In the event that a visitor whose first & last name matches the scanned ID. The Visiting Tenant or Location  will default to the reception page that was displayed when the visitor’s driver’s license was scanned. You may change the Visiting Tenant or Location if you desire to do so. For Walk Up Visitors, the following text will appear in red, boldfaced, across the top of the Visitor Information page – ** Visitor Not Preregistered ** . By scanning the visitor’s driver’s license, the visitor’s First & Last Name  will automatically populate in their respective fields. The Issued State (ID Type) & Identification (ID Number)  will also populate. The Identification field is encrypted using AES-256.

Pre-Registered Visitors

For Pre-Registered Visitors, when scanning a visitor’s ID on the reception page, iVisitor will automatically display the Visitor Information page. In doing so, iVisitor will scan all tenants and locations in an attempt to locate a matching visitor. In the event that a visitor whose first & last name matches the scanned ID, iVisitor will automatically pull up the previously scheduled visitor record. Note that the Visiting Tenant or Location  is a read-only value displaying the location or tenant in which the visitor was originally pre-registered. By scanning the visitor’s driver’s license, note that the visitor’s First & Last Name  remains unchanged, as this information was already supplied at the time of pre-registeration. The Issued State (ID Type) & Identification (ID Number)  will automatically populate. The Identification field is encrypted using AES-256.

Pre-Approved Visitors

Pre-Approved Visitors must first be registered with their ID before iVisitor can begin to search for a matching record. To start, either use the Search  feature to locate the visitor you wish to register, or, click on the Pre-Approved Visitors  button.

Click on the name of the desired Pre-Approved visitor to register

Notice that two new fields exist; ID Type & Identification . Scanning the visitor’s driver’s license will populate both of these fields with the issued state and ID number, respectivly. Once a Pre-Approved visitor’s ID has been registered with their Pre-Approved visitor record, scanning their ID in the future will automatically display the respective visitor’s Pre-Approved Visitor record, enabling check in.

Overview:

The following describes the process for activating the Wizzforms software on a client’s computer. Wizzforms is the application used in tandem with the ID Scanner to parse the information from the ID card (Driver’s License) into a text form. iVisitor will use this information during the check-in and/or verification process.

If additional items are required for setup, it is highly recommended to start with this process, as a new license key may take an extended period of time to be delivered by Wizzforms

Requirements

The following items are required to activate Wizzforms:

  1. The Purchase Order (PO) number
  2. The date of purchase
    1. The date of purchase can be found on the purchase order
  3. The unique machine ID

Create a Wizzforms record in Salesforce

Prior to speaking with the customer, it is highly recommended that Wizzforms record is created in Salesforce to accelerate the process

  1. Navigate to the correct Location
    1. The Location can be found under the Account
  2. Locate the Wizzforms object, and click “New”
  3. Locate the following information on the related Opportunity:
    1. Purchase Order Number
    2. Date of Purchase
      1. If this information is not found in Salesforce, contact the Sales Rep and/or Accounting

Activation Process

  1. Download the Wizzforms app:
    1. http://downloads.idscan.net/SetupWizzForms.exe
      1. The application can also be downloaded by visiting http://idscan.net/support/downloadsmanuals/ and selecting WizzForms Desktop – v1.75.0, or whatever the latest version is
  2. When prompted to Save or Run the application, choose to Save
  3. Once the application has downloaded successfully, click Run
  4. Once the application has installed installed successfully, verify that the application is running
    1. If the application is already running:
      1. locate Wizzforms in the system tray.
      2. Right click on Wizzforms and click “Registration”
    2. If the application is not already running
      1. Starting the application will display a prompt asking if you would like to register now.
      2. Click “Yes” on the prompt
  5. Capture the unique Computer ID that appears on the registration page
  6. Modify the appropriate Wizzforms record in Salesforce
  7. Once the Wizzforms record in Salesforce has been populated with all of the following information, an email will automatically be generated to WizzForms, requesting a new product key
    1. a Purchase Order Number
    2. Date or Purchase
    3. The unique Machine ID
  8. Wizzforms will respond to the email with the associated License Key. This information may take as little as a few minutes, to as much as a few hours.
    1. Provide the License Key to the customer
      1. If you are still on the phone with the customer, you can supply the license key directly into Wizzforms by navigating to the Registration item within the context menu
      2. If you are no longer on the phone with the customer, you can provide the key to the customer by clicking the Send Instructionsbutton on the Wizzforms record in Salesforce
  9. Update the appropriate”Wizzforms” record in Salesforce to include the License Key
    1. The “Activation Date” field in the “Wizzforms” record will automatically be updated to reflect the current date in order to record the date of activation
    2. If renewal of the software is necessary, an alert will be sent out 30 days prior to expiration

Location Groups

Overview:

The following article reviews how to enable Location Groups for customer accounts. Generally, Location Groups are intended for:

  • Multi-Location customer accounts that request a grouping of locations for scheduling, check in and reporting purposes.
  • Multi-Tenant customer accounts that request a grouping of tenants for scheduling, check in and reporting purposes.

A location group is created at a customer location after being enabled at the customer, under Customer Management. Once a group is created, user authorities are created that lock users down to that group. Authority is used to change the access level of every user accordingly, and Location Group is no different.

Enabling and Creating Location Groups

To enable and configure Location Groups for a customer account, observe the following steps, via the System Administrator console:

Admin Controls → Customer Management

  • Select the customer requesting the feature from the “Customers” list menu.
  • Under “Unique Customer Options” check the box for “Enable Location Groups”

Admin Controls → Location Group

  • Select the customer requesting the feature from the “Customers” list menu.
  • Click “New”
  • Insert Location Group Name
  • Select Locations under the “Select Locations for Location Group” list menu and press the >> button to move the location/tenant over to the “Current Location Group” list menu.
  • Select “Save” when completed.

Admin Controls → Authority

Once a Location Group is created at a customer that has the feature enabled, you’ll need to create ADDITIONAL authorities that use the Location Group. DO NOT DELETE EXISTING AUTHORITIES. Doing so could cause errors at the customer account for users currently using the existing authorities. Observe the following to create authorities for Location Groups.

  • Select the customer requesting the feature from the “Customers” list menu.
  • Select an existing authority of the access level required (I.E. if making an “Employee” access level for the Location Group, select “Employee” from the existing authority list menu.
  • Select “Add One Like This” button at the top of the screen
  • Name the new Authority to identify it is for that location group. (I.E. if making an authority for the “Hudson” Location Group, you would name it “Hudson Employee” instead of “Employee 2” or otherwise.
  • Inside the “Location Group” drop down under “Power Level”, select the group you are trying to configure authorities for.

From here, adjust any authority options that are for individual locations to use “Group” options instead. (I.E. if configuring an Employee level authority, you would disable “Add Visitors for Self” and enable “Add Visitors for group”.) Available group options include:

Visitors

  • Add Visitors for group
  • Request Visitors for group
    • Note this requires “Request a Visitor Only” option to be checked.

Reception

  • View Scheduled Visits for group
  • View Current Visits for group
  • Check Visitors in for group

Approvals

  • Edit Approved Visitors and Companies for group

Employee Setup

  • Edit Employees for group

Location

  • Edit group tenants or locations

Search

  • Search group

Barment

  • View Barred for group
  • Note at this time the only “add barred” option available is “Add Barred for any tenant or location”. No individual or group options for this are available.

Visitor Badging

  • Edit Visitor Badging for group

Once the authorities are created for all necessary authority levels, create a test account at the customer site and adjust it to each authority created one at a time to verify access level is set correctly and that all functions are normal. After this step, you can advise the customer to adjust any users that require access to that group to use the corresponding authority level for that user.

Q: I created a location group and authorities, but the customer reports that they cannot see the Location Group drop down.

  • A: The drop down box to select the location is only visible when applicable; pages that show it by default are Reception, Add a Visitor, Employee Setup and Reports.
    • Ensure the user has access accordingly to that feature to begin with; generally unless requested by the customer, “Employee” would not see reception.
    • If they are supposed to see the drop down and do not, verify under “Authority” in “Admin Controls” on the System Administrator account that the appropriate option is selected. I.E. if the user is a Receptionist and does not see the Location drop down on the reception screen, check to ensure the Receptionist authority for that Location Group has “View Scheduled Visits for group” and “View Current Visits for group” enabled.
    • If they can only check in guests at one location, verify the “Check Visitors in for group” is also enabled.

Notifications

Overview:

This article outlines the email notifications that are available, when they are sent, their default values, and how to configure them.

Name
Email Trigger
Recipient
Default Content
How to Enable/Disable
Supports SMS
Supports Additional Content?
Enable Email Notification to Visitors Scheduled Visit Visitor Subject: Scheduled Visit Confirmation

First Name Last Name,
You have been scheduled for a visit to Customer Name – Location Name
Visit Host: Host Name
Destination: Visit Destinations
Visit Date: mm/dd/yyyy x:xx AM/PM
If you are unable to make this visit or feel you have received this in error, please reply to this message.
Veristream LLC © 2017 All Rights Reserved.

Location:

Enable Email Notification to Visitors

Add a Visitor:

Send Visitor Notification of Scheduled Visit

*Note: When enabled, this option displays a checkbox on the Add a Visitorpage. The option is defaulted as Unchecked and cannot be defaulted as Checked.

No Yes
Email Host Notification of Scheduled Visit Scheduled Visit Host Subject: Scheduled Visit Confirmation

Your visitor: First Last
From: Visitor’s Company Name
Visiting: Host Name
Scheduled by: User that scheduled visit
Scheduled for: mm/dd/yyyy x:xxAM/PM – mm/dd/yyyy x:xx AM/PM
Location: Location Name
Purpose of visit: Purpose of Visit
Destination: Destination

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Location:

Email Host Notification of Scheduled Visit

*Note: When enabled, this option defaults the checkbox on the Add a Visitor page as Checked. If disabled, the checkbox will be defaulted as Unchecked

Yes
Send Employee Email Notification on Visitor Check In Visitor Arrival Host Subject: Check-In Notification

Your visitor: First Name Last Name
From: Visitor’s Company Name
Visiting: Host First Host Last
Purpose of visit: Purpose
Scheduled by: User or Kiosk that Added the Visit
Arrived at: Check In TIme
Destination: Destination

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Location:

Send Employee Email Notification on Visitor Check In

Add a Visitor:

Email Host Upon Arrival

Yes Yes
Send Employee Email Notification on Visitor Check Out Visitor Check Out Host Subject: Check-Out Notification

Your visitor: First Name Last Namehas checked out.
From: Customer Name
The visitor arrived at: Check In Time
Departed at: Check Out Time

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Yes Yes
Include Self Registration on Email to Visitors Scheduled Visit Visitor

Subject: Scheduled Visit Confirmation

First Last,
You have been scheduled for a visit to Customer Name – Location Name.
Visit Host: Host First Host Last
Destination: Destination Name
Visit Date: mm/dd/yyyy x:xx AM/PM
If you are unable to make this visit or feel you have received this in error, please reply to this message.
To expedite the check in process, please click the link below to complete your registration before you arrive.
Visitor Registration
Veristream LLC © 2017 All Rights Reserved.

Location:

Enable Email Notification to Visitors

Add a Visitor:

Send Visitor Notification of Scheduled Visit

Include Self Registration on Email to Visitors

Documentation Management:

The location must contain and NDA

*Note: When enabled, an additional link is sent along with the scheduled visit email that enables the user to pre-register. This allows the user to:

  • Declare Personal Items
  • Supply Citizenship
  • Accept an NDA

If an NDA does not exist, the link will take the user to a broken page

Yes
Send Escort Email Notification on Check In Scheduled Visit Escort Subject: Check-In Notification Escort Required

Your visitor: First Name Last Name
From: Visitor’s Company Name
Visiting: Host Name
Purpose of visit: Purpose
Scheduled by: User that scheduled the visit
Arrived at: x:xx AM/PM
Destination: Destination

*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Citizenship Notification Email
FCPA Email
NDA Recipient Email Customer Distribution List
Send Visitor Barment Email to Scheduler Barred Visitor Scheduled Scheduler Subject: Barred Visitor Notification

The following visitor is barred from entering this location.

Visitor’s Name
Visitor Name

Scheduled To Visit On:
mm/dd/yyyy x:xx AM/PM

Scheduled by:
Scheduler

Person Visiting:
Host

Location Visiting:
Location

A notification to approve has been sent to your administrators.
*AUTOMATED SYSTEM MESSAGE – Please do not reply to this email*
Veristream LLC © 2017 All Rights Reserved.

Overview:

The following presents all the supported cellular providers that iVisitor has the ability to send a SMS Text Message to.

Requirements:

Under the ‘My Profile’ page, the user must perform the following:

  1. Check the option to Enable Text Messaging for Notifications
  2. Select the respective Carrier from the drop down
  3. Supply the Mobile Phone

Providers

Provider Name
Country
Carrier Email Extension
Phone digit format
Accessyou HK
AllTel US
AT&T US @txt.att.net 10 digit
Accessyou Hong Kong
AllTel US @text.wireless.alltel.com 10 digit
AT&T US
Bell Mobility Canada @bellmobility.ca

@txt.bell.ca

@txt.bellmobility.ca

Boost Mobile US @myboostmobile.com 10 digit
Bouygues Telecom France
China Mobile China
Claro PR
Cricket US @sms.mycricket.com 10 digit
CSL Hong Kong
Digicel Jamaica Jamaica
Esendex UK
Fido Canada @fido.ca
Freebie ?
HSL UK
Kapow UK
Koodo Mobile Canada
Lynx Mobility Canada (French)
M1 Singapore
Mediaburst UK UK
MetroPCS US @metropcs.sms.us
Mobistar Belgium @mobistar.be
MTS Mobility Canada @text.mtsmobility.com
My-Cool-SMS International
Nextel US @messaging.nextel.com
O2 Germany @o2.co.uk

@o2imail.co.uk

@mmail.co.uk

Orange UK @orange.net
PC Telecom Canada
Polkomtel Poland
Proximus Belgium
Rogers Wireless Canada @pcs.rogers.com
Sasktel International
SFR France
Sprint PCS US @messaging.sprintpcs.com 10 digit
Starhub Singapore
Strait Talk US
Swisscon Switzerland
Telus Talk Sweden
Telus Sweden @msg.telus.com
T-Mobile US @tmomail.net 10 digit
T-Mobile Germany Germany @t-mobile-sms.de
TxtLocal UK
US Cellular US @email.uscc.net 10 digit
Verizon US @vtext.com 10 digit
Virgin Mobile Canada @vmobile.ca
Virgin Mobile US @vmobl.com 10 digit
Vodafone Germany
Vodafone UK
Wind Mobile Canada

Registration Error

The reason that this does not work for any other account besides Genpact is because it is a unique feature to Genpact only. It can work for other accounts, but requires special programming to be setup. It is used for every genpact location to record personal belongings, document acceptance and ID.

The option “Include Self Registration on Email to Visitor has to be DESELECTED in order to get this to work.

 

Then the email should look like this now.

Photo Capture

Overview:

This article provides instructions on how to enable Photo Capture options in order to take photos on the Reception page.

Enable Photo Capture on Reception Pages

Admin Controls > Customer Management

Enable Photo Badging for Visitors

Use Flash for Visitor Photos

Site > Location

Enable Photo Badging For Visitors*

*Note that this option is hidden until the Customer Management options are enabled.

Confirming Changes

When logging into the site, the following will likely appear, assuming all options have been enabled. If you see the image below, please continue to Adobe Flash Player Settings to learn how to enable the camera on iVisitor.

Overview:

This article explains how to enable the photo capture options on the HTML Kiosk

Enabling Photo Capture

First, make sure that the options outlined in Enable Photo Capture on Reception have been enabled

Site > Location

Enable Photo on Default Kiosk

Confirming Changes

Please continue to Adobe Flash Player Settings to learn how to enable the camera on iVisitor.

Overview:

The following article provides details on how to enable photo uploads for Barred Visitors

 

Enabling Photo Upload

Admin Controls > Customer Management

Enable Barment Photo Upload

Site > Location

Enable Barment Photo Upload*

*Note that this option is only available when the Enable Barment Photo Upload is enabled on Customer Management

 

Uploading Barred Visitor Photos

When enabled, the upload option is available to the left, when creating a new Barred Visitor

Note that the photo of the barred visitor cannot exceed 50kb

Overview:

The following article explains how to enable the photo upload feature for Approved Vistors

Enabling Photo Upload

Admin Controls > Customer Management

Enable Photo Badging for Approved Visitors

Overview:

The following article explains how to enable the Adobe Flash Player Settings to allow iVisitor camera access

Adobe Flash Player Settings

Assume that the following is displayed:

  1. Right click anywhere in the message and select Settings
  2. Click the Allow option
  3. Click Remember
  4. Click Close

Problem

Webcam is not working in iVisitor.

Solution

  1. Plug the webcam into an available USB port
  2. Make sure any required software is installed but most are plug and play
  3. Log into iVisitor and click ‘Add a Visitor’
  4. On the Visitor Information page you will see the image of what the camera is viewing. If there is no image, right-click the box and click ‘Settings’
  5. Select the ‘Allow’ button and make sure the ‘Remember’ box is checked
  6. Close the settings window and you should now see the picture

** Make sure the ‘Enable Photo Badging For VIsitors’ box is checked under Location in SysAdmin

Printing

Overview:

This article reviews the steps to bypass OCX/ActiveX printing. Note that these settings only apply to Custom Badges, and are irrelevant to badges created in the Visitor Badging area of iVisitor

Bypassing OCX

  1. In System Admin, navigate to Site > Location of the respective customer’s location to bypass the OCX
  2. Look for the Custom Badge Template for Printing option
  3. Supply the Custom Badge Template for Printing option with a valid badge name. If you do not know the badge you would like to use, please review Custom Badges. Note that the badge name must appear exactly how it does on the Custom Badges article, case and all
  4. To bypass the OCX/ActiveX control, enable the option for Using Print Prompt on Custom Badge (NO OCX)
  5. When this is set, the steps from Enabling ActiveX Controls on Internet Explorer need not be followed
  6. Note that by enabling this option, while you will not be required to install Infrasafe’s OCX control, a print prompt message will display for each badge you print, prompting the user to select the printer they would like to use, how many copies, etc… (OCX suppresses this message)

Problem

When attempting to check in a visitor, or, print a badge, the web browser enters a white screen. Typically, clicking the back or refresh button will revert the browser back to its original state, in which you’ll find the visitor you attempted to check in, has been successfully checked in.

Applies to:

iVisitor 2

Internet Explorer

Badge Printing

Background:

This error typically occurs when attempting to use the OCX when it is not installed. It is possible that the OCX will prompt the user to install. If you do not have permissions to install the OCX, you will not receive this prompt.

Solution:

Confirm that the ActiveX Settings are configured properly on Internet Explorer:

  1. Click Settings
  2. Select Internet Options
  3. Click the Security tab
  4. Select the Custom level… option
  5. Configure the ActiveX settings as such:
    1. Enable Allow Active X Filtering
    2. Enable Allow previously unused ActiveX controls to run without prompt
    3. Disable Allow scriptlets
    4. Disable Automatic prompting for ActiveX controls
    5. Enable Binary and script behaviors
    6. Disable Display video and animation on a webpage that does not use external media player
    7. Prompt Download signed ActiveX controls
    8. Prompt Download unsigned ActiveX controls
    9. Prompt Initialize and script ActiveX controls not marked as safe for scripting
    10. Disable Only allow approved domains to use ActiveX without prompt
    11. Enable Run ActiveX controls and plug-ins
    12. Disable Run antimalware software on ActiveX controls
    13. Enable Script ActiveX controls marked safe for scripting
  6. Click OK

By attempting to print again, you will likely be prompted with the following message. Click Install.

If you are not prompted for this message, it is likely that you do not have permissions to install the ActiveX. Try the following:

  1. Run Internet Explorer as an Administrator by right clicking on the application and selecting the Run as Administrator option
  2. Log out of the Windows profile and log in as a local administrator.

Reporting

Overview:

The following article outlines the reports that are available within iVisitor, which information is explained, and how to expose them.

In order to review any reports, the following Authority options are required for the user profile:

Authority:

View Search

Search your tenant or location / Search group / Search any tenant or location

Report Name
Is Standard?
Fields
Additional Information
Sorting Options
Additional Requirements
Accepted NDA No Visitor Name

Visitor Company

Visitor Email

Location

Accepted NDA Version

Date Accepted

Visitor Name

Accepted NDA Version

Visitor Email

Location

Date Accepted

Location:

Require Visitor’s Email Address

Enable NDA Acceptance On Visitor

Documentation Management:

An NDA must exist for the respective Location

Barred Visitors List Yes Visitor Name

Reason Barred

Visitor Company

Barment Requested By (location)

Barment Requested By (person)

Start of Barment

None Visitor Name

Visitor Company

Current Vehicles No Location

Visitor Name

Host

Vehicle Color/Make/Model

Vehicle License

Vehicle Pass Number

Gate Time

Time In

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Scheduled In

Scheduled Out

Visitor Type

Gate Time

Location

Vehicle Pass Number

Time In

Visitor

Location:

Display Vehicle Fields

Current Visitors Yes Visitor Name

Visitor Company

Host

Visit Destination

Purpose of Visit

Checked In Time

Location

Visit Scheduled By

Visitor Checked In By

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Scheduled In

Scheduled Out

Visitor Type

Visitor’s Company

Visit Location

Checked In Time

Visitor Name

Employees Yes Employee Name

Employee Phone

Employee Title

Employee Email

Location

Authority Level

Clicking on the Employee Name will take you to the Employee Informationscreen within Employee Setup Authority Level

Employee Name

Location

Never Checked In Yes Visitor Name

Visitor’s Company Name

Host

Scheduled Date & Time

Location

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Reason for Deletion

Visitor Type

Visitor’s Company Name

Location

Scheduled Date & Time

Visitor Name

Non Preregistered Visitors Yes Visit Date

Location

Visitor Name

Host

Visit Scheduled By

Time Added

Visitor Checked In By

Time Checked In

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Visitor Type

Guard

Location

Time Checked In

Host

Visitor Name

Past Barred Visits Yes Visit Date

Location

Visitor

Visitor’s Company

Badge Number

Host

Visitor Checked In By

Time In

Time Out

Approved (Yes/No)

Clicking on the Visitor Name will expose:

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Checked In At

Visitor Type

Visitor Approved

Approved By

Reason for Authorization

Company

Location

Time In

Time Out

Visitor

Foreign Visitor

Past Delivery No Authority:

View Delivery Control

Past Vehicles No Location

Visitor Name

Host

Vehicle Color/Make/Model

Vehicle License

Vehicle Pass Number

Gate Time

Time In

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Scheduled In

Scheduled Out

Visitor Type

Gate Time

Location

Vehicle Pass Number

Time In

Visitor

Location:

Display Vehicle Fields

Past Visitor Daily Average (M-F) Yes Displays an average as the total number of visitors, divided by the weekdays within the specified date range None N/A
Past Visitors Yes Date of Visit

Location

Visitor Name

Visitor’s Company Name

Badge Number

Host

Visitor Scheduled By

Visitor Checked In By

Visitor Type

Destination

Purpose of Visit

Time Checked In

Time Checked Out

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Visitor Type

Guard

Visitor’s Company Name

Location

Time Checked In

Time Checked Out

Visitor Name

Host

Visitor Type

Visitor Scheduled By

Scheduled Delivery No Authority:

View Delivery Control

Scheduled Visitors Yes Visitor Name

Visitor’s Company Name

Host

Destination

Purpose of Visit

Visitor Scheduled Time

Location

Clicking on the Visitor Name will expose:

Visitor Name

Scheduled By

Entered On

Visit Destination

Purpose of Visit

Scheduled In

Scheduled Out

Visitor Type

Visitor’s Company Name

Location

Visitor Scheduled Time

Visitor Name

Total Past Visitors Yes Displays the total number of visitors, within the specified date range None N/A

Occasionally a report will be corrupt with an error message similar to the following:

screenshot-2.png

What follows after Excel attempts to self repair will be a damaged or blank report. To resolve this, adhere to the following:

  1. Record the error Line and Column.
  2. Save the corrupt report to your desktop.
  3. Change the file extension from XLS/XLSX to ZIP
  4. Open the ZIP file, navigate to xl/worksheets/sheet1.xml – This will be universal to every report and does not change.
  5. Using Notepad++, you’ll click somewhere in the reported error line (in the example above, Line 6.)

  6. When using Notepad++ and you click into the line in question, you’ll see at the bottom of the application a reference to your location in the document (Item 1, above) – Use this to navigate to the error Column in the line. (in the example above, Column 1531471 on Line 6)
  7. When you find this column you’ll note that there is an invalid character. Delete the offending character, save the xml file. (Item 2, above)
  8. Once saved, close the file.
  9. Rename the file extension from ZIP to XLS/XLSX again and re-open.
  10. Verify the report is repaired and viewable and return to customer.

Single Sign On

Overview:

This section covers setting up an SP configuration for a new SSO-enabled client. The client’s (IdP) metadata must have been obtained prior to executing the below steps. There are three files that will be affected: authsources.php, saml20-idp-remote.php, and a new authentication page to which the customer will direct their initial solicitation.

  1. On the staging/production server, navigate to \webapps\ivaml\config\ and open authsources.php in a text editor.
  2. Copy one of the existing SP configurations (titled “saml:SP”) and paste below, changing the following attributes:
    1. entityID: This usually takes the form iVisitor (e.g. for a customer such as Motorola on staging, it would be iVisitorStgMotorola).
    2. RelayState: this is our URL we would provide to the customer. This is only if they are doing IdP initiated. This is not needed for SP initiated SAML communication.
    3. idp: This must be set to the entity ID specified in the IdP metadata.
    4. certificate/privatekey: The default option is to use the existing SHA256 certificate (prod256.crt) and private key (prod256.pem) or if staging (stg256.crt and stg256.pem).
  3. Change the array key to the format IV_SP (e.g. IVMotorola_SP).
  4. Open a web browser and navigate to the SAML control panel.
    1. Staging address: https://staging.visitorentrysystem.com/ivsaml
    2. Production address: https://www.visitorentrysystem.com/ivsaml
  5. Once logged in, click on Page not found at the top and then select the Federation tab and under the Tools section, click the link titled XML to simpleSAMLphp metadata converter.
  6. Paste the IdP metadata into the text box labeled XML metadata and click the Parse button.
  7. Select all of the text under the Converted metadata section and copy to the clipboard.
  8. On the staging/production server, navigate to \webapps\ivsaml\metadata\ and open saml20-idp-remote.php in a text editor.
  9. Scroll to the bottom and paste the contents of the clipboard.
  10. On the staging/production server, navigate to \webapps\ivsaml\iv-integration\ and copy/paste one of the existing files.
  11. Rename the new file to Auth.php (e.g. MotorolaAuth.php) and open it in a text editor.
  12. Also open TestAuth.php and change the value of cid to the customer id of the customer this instance is for (e.g. $cid = ‘1450’;).
  13. Go to https://staging.visitorentrysystem.com/ivsaml/iv-integration/TestAuth.php in your browser and copy the value below the printed customer id.
  14. Go back to the Auth.php and modify the parameter passed to the SimpleSAML_Auth_Simple constructor to the name of the appropriate SP configuration (e.g. IVMotorola_SP).
  15. Modify the cid value to the value from the TestAuth.php output (e.g. $cid = ‘aG5J5Q==’;).
  16. Modify the attribute name, uniqueIdentifier, $uid = $attributes[‘uniqueIdentifier’][0]; to the name of the appropriate attribute being sent with the unique identifier.
  17. Within the form tag, change the action to the appropriate servlet, which is usually of the form /ivisitor/SAMLSubmit.do.
  18. Ensure that the following exists as the last input tag:

Exporting SP Metadata

Overview: Once an SP has been configured for a particular customer, the customer may request the SP metadata. SimpleSAML converts XML to its own proprietary structure (a series of embedded arrays), but there is a method of exporting the SP metadata in XML format for external distribution.

  1. Open a web browser and navigate to the SAML control panel.
    1. Staging address: https://staging.visitorentrysystem.com/ivsaml
    2. Production address: https://www.visitorentrysystem.com/ivsaml
  2. Once logged in, select the Federation tab.
  3. Locate the appropriate SAML 2.0 SP Metadata configuration (e.g. IVMotorola_SP) and click Show metadata.
  4. The XML metadata file can be downloaded from the dedicated URL provided.
  5. The URL to provide the customer for login (SP initiated only) will be:
    1. Staging address:
      https://staging.visitorentrysystem.com/ivsaml/iv-integration/ name>Auth.php
    2. Production address:
      https://www.visitorentrysystem.com/ivsaml/iv-integration/ name>Auth.php

Testing Authentication

Overview: After both the SP and the IdP (on the customer’s end) have been configured, it would be useful to test that the SAML handshake can successfully complete and all of the appropriate parameters are returned. SAML supports a straightforward way of doing this by authenticating against the IdP and printing the parameters that are returned from such. It’s important to note, however, that a valid SSO login on the client side will likely be needed.

  1. Open a web browser and navigate to the control panel.
    1. Staging address: https://staging.visitorentrysystem.com/ivsaml
    2. Production address: https://www.visitorentrysystem.com/ivsaml
  2. Once logged in, select the Authentication tab and click the Test configured authentication sources link.
  3. Under the Test authentication sources header, select the appropriate SP configuration (e.g. IVMotorola_SP).
  4. At the client login page, enter the provided credentials and click the Sign in button (or whatever button submits the form on the client login site).
  5. Ensure that the browser was redirected back to the SAML control panel and all expected request parameters are displayed with the appropriate values.

Q: A user is reporting the error “Invalid SSO. This SSO ID #### is not active.”, how do I resolve?

  • A: It is important to understand that if you see this message, the SAML request is correct, but the information being sent from the user to the browser is not. Single Sign-On looks through Employee Setup for a user with the Unique Employee ID that matches the SSO ID being presented and logs them in as this person. The ID is presented to us because they are logged in via SSO on their machine, and they used the SSO login link to access iVisitor. This error means that either their account is disabled at the location, or does not exist at the location. You will need to verify the user has an active account and if they do, investigate the UID on the account and see if it matches up. Please keep in mind this does not authorize us to re-enable the account or adjust the account to use the SSO ID listed in the error, unless requested to do so by a site administrator. Provide necessary training documentation to self-resolve in the future if requested to do so by a site administrator.
  • Things to consider when troubleshooting this issue: Recurring Employee Imports, users who frequent multiple locations (Hotelling), and customers that have multiple sites (Tishman).

Q: A user is reporting that their session is expired, but they’re using Single Sign-On!

  • A: A session will expire in iVisitor after a certain period of time passes, determined by a setting on the customer account. This holds true for SSO users as well. Generally this is a caching issue, and the customer would be advised to try the following, in the following order:
    • Restart Browser, try again.
    • Clear Cache, restart Browser, try again.
    • Restart computer, try again.
  • The reason for the steps to be in that order are because some configurations at certain customers will require they log into their SSO portal again after restarting the browser and this will resolve the issue if so. Some customers do not require logging back in, so clearing the cache in this case would require it and resolve the issue if so. Finally, if network related, restarting the computer completely will generally act as a final point of resolution.
  • If after completing all three steps the user is still experiencing an expired session, they may want to try resetting the entire browser.
  • If resetting the browser has not resolved this issue, iVisitor is ruled out at this point. Forward the user to work with their local IT at their respective company to resolve.

Q: I’ve received a SimpleSAML Error Report. Why? What do I do?

  • A – Why?: When a site uses SSO, and the user clicks on their SSO login link, it attempts to login to iVisitor using credentials that are passed to us via SAML 2.0, as outlined in the SSO Requirements Page. When they attempt to log in to iVisitor via SSO and there is a problem, such as the user is NOT logged in via SSO on their machine, it prompts them with the following page:

    If the user presses “Send error report”, it promptly emails support@veristream.com with information that can be used to troubleshoot, and as you know, emailing support@veristream.com will also open a ticket in SFDC for us. The user receives no confirmation that a ticket is opened or knows this is occurring at all, unless we inform them. You can replicate this page by attempting to access any SSO Login link on your personal machine, as you are not logged into any form of SSO in your browser. Feel free to test this personally to understand.
  • A – What do I do?: Generally speaking, just make a mental note of the error. If the user supplied an email address, you can usually use this to discern what site they are at. If a user repeatedly submits a report, but there are not multiple users from the same location submitting reports, you can advise them using the SAML Error template in SFDC to clear their cache and try again.
  • Note that some sites may use SSO for their employees, but a login and password for contractors. They may get SAML errors like this if they use the SSO login link and are not actually logged in via SSO as mentioned above in the “Why?” section.
    • Advise the user to either close their browser and log into SSO again, or, use the correct (manual credential) login page if they are not an active SSO user.
  • If you are getting a flood of SAML reports from a specific site, there may be an issue with their SAML configuration, either on our end or theirs. To verify this, confirm the following with the customer:
    • Have they updated their metadata recently? (Their IT/Networking team would have to answer this)
    • Has their certificate expired? (Again, IT/Networking would have to answer this)
    • Issues such as this are to be escalated once we have this information, and not prior to, under normal circumstances. R&D will need to resolve if related to metadata/certificates on our end.

Q: A user got this page when they tried to log into iVisitor through SSO. What is going on?

            

  • A: This means that the user is using the incorrect link to access iVisitor in their SSO. Make sure they’re using the correct steps to access their software. If all users are experiencing this issue at a site, then the actual SSO software being used is pointing to a staging or test area, instead of the production area. Advise the administrators at the customer location to adjust this. Reach out to leadership or R&D at Veristream to verify the link they should be using to access with, if necessary.

User Authorities

Overview:

This article outlines a cause-and-effect of all authority level options

Visitors

View My Visitors

  • Displays the My Visitors page, a collection of the user’s 500 most recent visitors

View Add Visitors

  • REQUIRED
    • View My Visitors
  • Displays the Add a Visitor page
  • User will not be able to save record, as they need either the Add Visitors for Self or Add Visitors for other’s within your tenant or locationauthority

Add Visitors for Self

  • REQUIRED
    • View My Visitors
    • View Add Visitors
  • Displays the Add a Visitor page
  • User can only add visitors for him or herself; they cannot add a visitor for another

Overview:

This article explains the default Authorities that are created when a new customer is generated

Enterprise Stock Authorities

The following stock authorities are created for each Non Multi-tenant account

Employee

Visitors

  • View My Visitors
  • View Add Visitors
  • Add Visitors for Self

Receptionist

Visitors

  • View Add Visitors
  • Add Visitors for other’s within your tenant or location

Reception

  • View Reception
  • View Scheduled Visits for your tenant or location
  • View Current Visits for your tenant or location
  • Check Visitors in for your tenant or location
  • View Pre Approved Visitors
  • Check In Pre Approved Visitors

Miscellaneous

  • View Fire List
  • Select Reception on login

Local Administrator

Visitors

  • View My Visitors
  • View Add Visitors
  • Add Visitors for other’s within your tenant or location

Reception

  • View Reception
  • View Scheduled Visits for your tenant or location
  • View Current Visits for your tenant or location
  • Check Visitors in for your tenant or location
  • View Building Occupants
  • View Pre Approved Visitors
  • Check In Pre Approved Visitors

Approvals

  • Edit Approved Visitors and Companies for your tenant or location

Employee Setup

  • View Employee Setup
  • Edit Employees for your tenant or location
  • Edit user names and passwords of different power levels
  • Add authority levels

Location

  • View Location Setup
  • Edit your tenant or location

Reception Area

  • View Reception Area Setup
  • Edit your tenant or location reception area
  • View Search
  • Search your tenant or location

Barment

  • View Barred for your tenant or location

Visitor Badging

  • View Visitor Badging
  • Edit Visitor Badging for your tenant or location

Miscellaneous

  • View Fire List

Multi Location Admin

Visitors

  • View Add Visitors
  • Add Visitors for any tenant or location

Reception

  • View Reception
  • View Scheduled Visits for any tenant or location
  • View Current Visits for any tenant or location
  • Check Visitors in for any tenant or location
  • View Building Occupants
  • View Pre Approved Visitors
  • Check In Pre Approved Visitors

Approvals

  • Edit Approved Visitors and Companies for any tenant or location

Employee Setup

  • View Employee Setup
  • Edit Employees for any tenant or location
  • Edit user names and passwords of different power levels
  • Add authority levels

Location

  • View Location Setup
  • Edit any tenant or location

Reception Area

  • View Reception Area Setup
  • Edit any tenant or location reception area

Search

  • View Search
  • Search any tenant or location

Barment

  • View Barred for all tenants or locations
  • Add Barred for any tenant or location
  • Approved Barred Visitors

Visitor Badging

  • View Visitor Badging
  • Edit Visitor Badging for any tenant or location

Miscellaneous

  • View Fire List

Overview:

The following explains the kiosk user authorities to be configured for the specified kiosk.

Applies To:

  • iPad (HTML)
  • iPad (Official App)
  • Surface Pro Kiosk
  • elo Kiosk

User Authorities

Kiosk Type
Kiosk
Notes
Touch Screen Kiosk N/A Not used
Default Touch Kiosk Surface Pro

elo

For customers using a Windows-based kiosk.
Default Keyboard Kiosk N/A Not Used
Regular iPad Kiosk iPad For customers using the HTML version of the iPad. This was the default authority for an iPad kiosk prior to 2017.

This iPad cannot check in Walk-Up Visitors.

This iPad will only check in Pre-Registered Visitors if the Pre-registered Visitor Check In at iPad Kiosk option is enabled

iPad Version 1 N/A Not Used
iPad Native App iPad For customers using an iPad for their kiosk.

Supported iPads: iPad Air 2

Visual Compliance

Overview:

eCustoms or ‘Visual Compliance’ is a third party feature that will perform an additional check against a global barrment list such as FBI’s Most Wanted, for example.

Required:

A username and password is required from the eCustoms team. This information should be supplied by eCustoms once the order has been processed.

How to Enable:

eCustoms is enabled on the ‘Location’ level. To enable:

  1. Check the Enable Visual Compliance Integration for Barred Visitors option
  2. When this option is checked, a username and password field will appear
  3. Supply the username & password

All customers must have their own unique username & password.

Veristream test accounts may use the following for testing purposes only:

Username: LO4WL

Password: 987VRD878

Overview:

The following document provides information on how the Visual Compliance/eCustoms integration works with iVisitor

Requirements:

A license agreement with Visual Compliance is required. A username and password is required from the eCustoms team. This information should be supplied by eCustoms once the order has been processed. This option may only be enabled by a Veristream Admin.

Using Visual Compliance:

iVisitor can integration directly with Visual Compliance, to help capture nationally and globally recognized criminals, and prevent them from gaining access to your building.

When the Visual Compliance integration is enabled, your location may receive Barred Visitor notifications for Barred Visitors that are not even added to your location. For example, we will use the name Alexis Flores, who is pretty high on America’s Most Wanted (at least, at the time that this document was created).

When Alexis Flores is added as a new visitor, notice how the Barred Visitor record is created, while this individual was never added to the list of known Barred Visitors.

Additionally, notice that there are now two Sources.

  • Visual Compliance – Stating that the visitor was a match against globally recognized watch lists
  • Customer Barment Database – Indicating that the visitor was a match against Barred Visitor records that were manually added (for example, Leo Johnson below)

By clicking on the Visual Compliance  source, a new window will appear, displaying potential matches for the record, including any alias the visitor may go by. Click on Details  to learn even more about the record.

 

By clicking Details, an additional window will appear, supplying specifics about the visitor itself. At this time, you can determine if this is the same person attempting to gain access to the facility.

Once all compliance checks have been performed, you may approve or deny the visit using the same methods in the previous section.

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