Device Configuration

Device configuration involves assembling device configuration profiles that consist of a collection of function-specific templates. Certain templates are augmented by collections of data, known as building blocks that define sets of transactions, definitions, schedules, and badge formats to be used by a device. Profiles are assigned and uploaded to one or more devices to uniquely configure them to communicate and exchange data with the Timekeeping system and the Universal Device Manager. With careful planning much the work of creating templates, building blocks, and profiles is done only once during the set up of the initial set of devices and does not have to be repeated when devices are added or modified.

Note: If templates or profiles are assigned to a device or device group, you cannot delete them. Default templates or profiles cannot be altered, but they can be copied. The device communication templates must be modified before they can be used. Other templates that you create can be modified at any time. If you modify a template that is assigned to one or more devices, download the configuration changes so that they take effect at the devices.

Select Configuration > Device from the main Universal Device Manager window to display the configuration grid. Click Tap View to toggle between the device and profile views of the grid.

Device view

In the device view, the configuration grid includes a row for each of the tenant's devices by default. The grid can show the following items for each device:

  • The device ID
  • The name of its device configuration profile (if any)
  • The device type
  • The name of its Communication Settings template (if any)
  • The name of its Application Configuration template (if any)
  • The name of its Default Transactions template (if any)
  • The name of its Soft Key Settings template (if any)
  • The name of its Transaction Settings template (if any)
  • The name of its General Settings template (if any)
  • The name of its Download Options template (if any)
  • The name of its Languages template (if any)
  • The name of its Cards and Readers template (if any)
  • The name of its Bells & Gates template (if any)

With the exception of the first two columns, which are fixed, you can reposition other columns in the display by dragging the column to a different location. To include or exclude columns, click tapFilter in the upper right corner of the table; when the Columns list box filter opens, select or deselect columns. You can also remove a column by clicking tapping the downward open caret in the column heading and selecting Hide Column . Apply a sort to one or more columns by clicking tapping the downward open caret in the column heading and selecting Sort Ascending or Sort Descending. Select Remove Sort to remove the sorting from that column.

You can filter this list in several ways as needed:

  • By clicking tapping Filter and entering a full or partial search string in the empty cells immediately beneath the column headings.
  • By device groups and tags by selecting the check boxes corresponding to the desired device groups and tags in the Device Groups and Tags sections of the left panel. (Select the Available radio button to display all available groups and tags.) The filter applies OR logic across all selections to determine which devices or tags to display. You can also manage Manage device groups and tags from these sections by clicking tapping Edit .
  • By status by selecting the check boxes next to one or more severity levels in the Filter View section of the left panel. Severity levels include Critical , Warning , Ok , Not Registered , Ignored , and Disabled . When a status is included in a filter, AND logic is used to populate the device grid.

Status

Meaning

Critical

  • When the device database reports a fatal error
  • When the device database is full
  • When the last device communication time exceeds six times the netcheck interval - 30 minutes by default (If a softload in progress, when the last device communication time exceeds 120 minutes )

Warning

• When the device database watermark is reached

Ok

• When the device is communicating with UDM

Not Registered

• When the device has been created in UDM, but the physical device has not yet registered/communicated with UDM

Ignored

• When the device is in the Ignored state, will not report or alert on status changes

Disabled

• When the device is disabled, it will not send punches into the system or accept downloads

Grant Access

• When a device initially connects and an invalid serial number or no serial number is reported, the device will not be granted access to UDM

The filters that have been applied are displayed just above the device list. A count of selected filters is also displayed. To remove a filter, click the next to its name.

To save the configuration grid as a .csv file, click tap Export .

Use the check boxes in the leftmost column of one or more rows to select or deselect one or more devices or click the check mark in the table header to select or deselect all devices.

The Actions that are available are dynamically generated depending on the selected device models. Click Tap the Action pull-down to see the available options and initiate these operations. Click Tap the New pull-down to add a new profile or device.

To update a device, click tap its device ID. The Update Device dialog is displayed.

Profile view

In the profile view, the grid includes a row for each of the tenant's device configuration profiles by default. The grid can show the following items for each profile:

  • The name the its device configuration profile. The number of devices that are currently assigned to that profile appear in parenthesis just before the name.
  • The device type assigned to the profile.
  • The name of its Communication Settings template (if any).
  • The name of its Application Configuration template (if any).
  • The name of its Default Transactions template (if any).
  • The name of its Soft Key Settings template (if any).
  • The name of its Transaction Settings template (if any).
  • The name of its General Settings template (if any).
  • The name of its Download Options template (if any).
  • The name of its Languages template (if any).
  • The name of its Cards and Readers template (if any).
  • The name of its Bells & Gates template (if any).

With the exception of the first column, which is fixed, you can reposition other columns in the display by dragging the column to a different location.To include or exclude columns, click tapFilter located in the upper right corner of the table; when the Columns list box filter opens, select or deselect columns. You can also remove a column by clicking tapping the downward open caret in the column heading and selecting Hide Column . Apply a sort to one or more columns by clicking tapping the downward open caret in the column heading and selecting Sort Ascending or Sort Descending. Select Remove Sort to remove the sorting from that column.

You can filter this list by clicking tapping Filter and entering a search string in the empty cells immediately beneath the column headings.

To save the configuration grid as a .csv file, click tap Export .

Use the check boxes in the leftmost column of one or more rows to select or deselect one or more profiles or click the check box in the table header to select or deselect all profiles.

The actions that are available are dynamically generated depending on the device type assigned to the profile. Click Tap the Action pull-down to see the available options and initiate these operations. Click Tap the New pull-down to add a new profile or device.

To see a list of all devices to which a profile is assigned, select the number in brackets that precedes the profile name. The name and ID of each device is listed.