Universal Device Manager setup examples

Universal Device Manager Configuration Roadmap

Step	Functional area	Action
1	Timekeeping application	Configure the items needed by the Universal Device Manager (UDM) Manages the configuration of terminals and communication with the system., such as employee information and FAPs.
2	Other areas such as Scheduling, Activities	Configure areas needed by the Universal Device Manager; for example, Smart View transactions, employee schedules.
3	Data collection devices	Physically set up devices and configure the communication settings on the Comm Mode screen in Maintenance Mode. For information about these settings, see the user guides for the data collection devices.
4	Universal Device Manager	(Optional, for early communication with devices) If you have devices that use the device-initiated communications protocol: Configure a Communication Settings template. Assign the template to a Device Configuration Profile. Configure devices and assign the Device Configuration Profile.
5	Universal Device Manager	Configure templates. You can configure them in any order, although a typical sequence may entail: Gate schedules, bell schedules, proximity reader format, and generic badge formats, if applicable. Device language settings, if applicable (InTouch only). Device work rule definitions and assignments. Application configuration settings. Smart View transactions. Transaction settings and soft key schedules. Default transaction settings. Soft key settings. Card and reader settings. General device settings. Device communication settings. Device configuration profile. (Update if you have used a preliminary setup to communicate with devices using the device-initiated protocol.)
6	Universal Device Manager	Configure devices, assigning a device configuration profile to each device.
7	Universal Device Manager	Configure device groups.
8	Universal Device Manager	Schedule events as appropriate.
9	Timekeeping application	Assign employees to device goups to establish home employees on devices.

Setup example for 4500 devices

The Ever Green Manufacturing Company is a small company with 350 employees. It plans to use the Universal Device Manager with five devices that are configured as follows:

4500 devices are loaded with firmware version 3.0. They communicate using the device-initiated protocol and the default communication settings.
All devices communicate with a single web server and instance.
All devices use English and have home employees with schedules assigned.
Thirty of the employees can punch The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer. at any device (employee set 1); the rest are limited to three devices (employee set 2).
Employees use standard bar code badges. Badge swipes are at local proximity readers and are read as automatic punches.
Home employees view time cards and schedules and request time off (Smart View transactions) using soft keys.
One device has a remote gate entry device with gate schedules for home employees.
One device has a bell that is set to indicate the start and stop of shifts.
Labor Transfers are preset with the ability to override the setting.

The following table summarizes the configuration of templates to set up this system and the order in which the configuration is done.

Action	Templates	Notes
Assign the labor levels or Labor categories that will be used for labor level transfers	Application Configuration	Use the Labor Assignments tab. Modify the default settings only for this tab.
Configure Smart Views and Labor Level Transfer transactions for soft keys	Configurable Transactions, Soft Key Settings	Soft keys are always available to view time cards and schedules, request time off, and perform transfers. No soft key schedules required.
Configure gate schedules and gate entry rules	Bells & Gates	One device will use the gate schedule and gate entry configuration.
Configure bell schedules	Bells & Gates	One device will use the bell schedule configuration.
Configure proximity reader formats and badge type	Cards and Readers	Use the Badge formats and Proximity & Smart Card tabs. All devices will use local proximity readers.
Configure general settings	General Settings	No special configuration needed. Use the default general settings template.
Configure device communication settings	Communication Settings	Initial communication with devices requires that this template be completed with the web server identified.
Configure device configuration profiles	Device Configuration Profile	Profiles are configured based on the functions to be available at each clock.
Add devices to the Universal Device Manager	Configuration > Device > New > Device	You must know the IP address or host name for each device.
Assign a device configuration profile to each device	Configuration > Device Select device or devices. Action > Apply Profile	You must have a device configuration profile and know the IP address or host name for each device.
Assign devices to device groups	Dashboard Select device or devices Action > Assign Groups	Create two device groups for two sets of employees.
Assign a device group to each employee	People information	Establishes the home employees for each device.
Download device configuration information	Device Configuration Profile	Select Initialize Device from the Actions drop-down menu in the Dashboard.

Setup example for InTouch

The Box Manufacturing Company is a small company with 350 employees. It plans to install Device Manager with five devices that are configured as follows:

InTouch devices are loaded with firmware version 1.0. They communicate using the device-initiated protocol and the default communication settings.
All devices communicate with a single web server and instance.
All devices use English, Spanish and Simple Chinese.
Soft keys are configured to appear in three languages depending on employees’ language selections at the device. The soft keys background colors are red.
All devices have home employees with schedules assigned to two of the devices.
Thirty of the employees can punch at any device (employee set 1); the rest are limited to three devices (employee set 2).
Employees use standard bar code badges. Badge swipes are at local proximity readers and are read as automatic punches.
Home employees view time cards and schedules and request time off (Smart View transactions) using soft keys.
One device has a bell that is set to indicate the start and stop of shifts.
All devices have a company logo and theme assigned to them by the company.
All devices have a screen saver with an URL that points to a .JPG file supplied by the company.
All devices are configured for the screen to dim after five minutes.
Labor Transfers are preset with the ability to override the setting.
All devices have a list of employees that can be contacted for assistance at the device
Two devices include an open app.

The following table summarizes the configuration of building blocks to set up this system and the order in which the configuration is done.

Action	Templates	Notes
Assign the labor levels or Labor categories that will be used for labor level transfers	Application Configuration	Use the Labor Assignments tab. Modify the default settings only for this tab.
Configure Smart Views and Labor Level Transfer transactions for soft keys	Configurable Transactions, Soft Key Settings	Soft keys are always available to view time cards and schedules, request time off, and perform transfers. No soft key schedules required.
Configure proximity reader formats and badge type	Cards and Readers	Use the Badge formats and Proximity & Smart Card tabs. All devices will use local proximity readers.
Configure bell schedules	Bells & Gates	One device will use the bell schedule configuration.
Configure the assistance contact list.	Contact Assistance tab in General Settings	All devices have a list of employees that can be contacted for assistance at the device.
Configure the device language setting.	Languages	All devices will have English, Spanish, and Simplified Chinese configured
Import the company logo file into the database	Manage Imports > Logo Files Logo tab of General Settings	All devices will display the company logo.
Enter the screen saver URL.	Enter the screen saver URL in General Settings	All devices will have a screen saver selected by the company.
Configure the device screen to dim after of 5 minutes of inactivity	General Settings	This time to dim value is configurable.
Configure device communication settings	Communication Settings	Initial communication with devices requires that this template be completed with the web server identified.
Configure device configuration profiles	Device Configuration Profile	Profiles are configured based on the functions to be available at each clock.
Download device configuration information	Device Configuration Profile	Select Initialize Device from the Actions drop-down in the Dashboard.
Add devices to the Universal Device Manager	Configuration > Device > New > Device	You must know the IP address or host name for each device.
Assign a device configuration profile to each device	Configuration Select device or devices. Action > Apply Profile	You must have a device configuration profile and know the IP address or host name for each device.
Assign devices to device groups	Configuration Select device or devices. Action > Assign Groups	Create two device groups for two sets of employees.
Assign a device group to each employee	People information editor	Establishes the home employees for each device.