System Administration - Access Commander V3.57
System AdministrationIncludes the Initial Configuration Stepsv3.57ContentsThis document is bookmarkedand hyperlinked!Initial Configuration StepsStep 1: Update the Default Personnel Record (Required). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Step 2: Update the Default Facility Record (Required). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Step 3: Configure System Parameters (Required). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Step 4: Customize Drop-Down List Boxes (If Applicable). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Step 5: Enter Additional Facilities (If Applicable) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Step 6: Add Users (Security Administrators). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36Step 7: Additional System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42AppendicesAppendix A: Access Commander System Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1Appendix B: Assign User Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .B-1Appendix C: User Defined Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1Appendix D: System Profile Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1Appendix E: System Parameters by Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1Appendix F: Customize Info Screen Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-1Appendix G: Configure Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G1Appendix H: Insider Threat Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1Appendix I: Set Up Number/Code Sequences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-1Appendix J: Import and Refresh JPAS Data to Access Commander . . . . . . . . . . . . . . . . . . . . . . . J-1Appendix K: Add and Maintain Skills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-144121 Harry Byrd Highway, Suite 200 Ashburn, Virginia 20147703.729.9022 Fax: 703.729.8296 www.accesscommander.com
Back to theMain TOCInitial Access & ConfigurationTable of ContentsInitial Configuration StepsSteps 1 - 7 TOCStep 1: Update the Default Personnel Record (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Modify the Default Personnel Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Step 2: Update the Default Facility Record (Required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Step 3: Configure System Parameters (Required). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Figure: Access Commander System Parameters examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Step 4: Customize Drop-Down List Boxes (If Applicable). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10List Boxes/Reminders/System Parameters/UDFs by Module Cross Reference Tables . . . . . . . . . . . . . . 11Step 4, Table 1. Adhoc Query module list boxes/system parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 2. Contract Management module list boxes/reminders/system parameters/UDFs. . . . . . . . .Step 4, Table 3. Document Management module list boxes/reminders/system parameters/UDFs. . . . . . .Step 4, Table 4. Facility Info module list boxes/reminders/system parameters/UDFs. . . . . . . . . . . . . . . . . . . .Step 4, Table 4-A. Foreign Contacts module list boxes/system parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 4-B. Foreign Travel module list boxes/system parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 5. Incoming Visit Request module list boxes/reminders/system parameters/UDFs. . . . . . . . .Step 4, Table 6. Information Systems module list boxes/system parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 7. Insider Threat module list boxes/system parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 8. International Incoming VAL module list boxes/system parameters/UDFs. . . . . . . . . . . . . . .Step 4, Table 9. International Outgoing VAL module list boxes/system parameters/UDFs. . . . . . . . . . . . . . .Step 4, Table 10. International Visitor Control module list boxes/system parameters/UDFs. . . . . . . . . . . . .Step 4, Table 11. Inventory Management module list boxes/system parameters. . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 12. Outgoing Visit Request module list boxes/reminders/system parameters/UDFs. . . . . . .Step 4, Table 13. Personnel Management module list boxes/reminders/system parameters/UDFs. . . . . .Step 4, Table 14. Property Management module list boxes/reminders/system parameters/UDFs. . . . . . .Step 4, Table 15. Report Profile module list box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 15-A. Risk Management Framework module list boxes/reminders/system parameters. . . . .Step 4, Table 16. Secured Area Management module list boxes/reminders/system parameters/UDFs. .Step 4, Table 17. Training and Conferences module list boxes/system parameters. . . . . . . . . . . . . . . . . . . . . .Step 4, Table 18. User Profile module list box/system parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 4, Table 19. Visitor Control module list boxes/system parameters/UDFs. . . . . . . . . . . . . . . . . . . . . . . . . . .11111315171718192021212223232428292931333434Step 5: Enter Additional Facilities (If Applicable). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Steps 6A - 6D: Add Users (Security Administrators). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Step 6A: Create the User’s Personnel Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 6B: Assign the User to the System and Set His/Her Basic Access Elements. . . . . . . . . . . . . . . . . . . . . . . . .Step 6C - Assign the User’s Security Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 6D: Designate the Facilities to which the User Has Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Add a Facility Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3940414243Step 7: Additional System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Configure User Defined Fields (UDFs) - Appendix C: User Defined Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Customize Info Screen Fields - Appendix F: Customize Info Screen Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Set Up Reminders - Appendix G: Configure Reminders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Insider Threat: Appendix H: Insider Threat Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Set Up Number/Code Sequences - Appendix I: Configure Number/Code Sequences. . . . . . . . . . . . . . . . . . . .Configure JPAS Data Import/Refresh: Appendix J: Import and Refresh JPAS Data. . . . . . . . . . . . . . . . . . . . . . .Configure Skills: Appendix K: Add and Maintain Skills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Access Commander System Administrator Quick Start Guide45454545464646Initial System Configuration 1
Initial Access & ConfigurationStep 1: Update the Default Personnel RecordBack to theMain TOCStep 1: Update the Default Personnel Record (Required)The first step in setting up Access Commander is to modify the default personnel record to reflectthe system administrator’s information. This step is completed within the Personnel Managementmodule, accessed from the Main Menu screen.Modify the Default Personnel RecordSteps:1. On the Access Commander Log On Screen, enter: User Name: DBA Password: DBAFigure: Log On screen for initial access.2. Click the Logon button.The message, “Your password has expired. Please change it!” displays.Figure: Expired Password message.3. Click OK.The Change Password screen displays.Figure: Change Password screen.2Initial System ConfigurationAccess Commander System Administrator Quick Start Guide
Back to theMain TOCInitial Access & ConfigurationStep 1: Update the Default Personnel Record4. Complete the three fields and click the Submit button.The message, “Password has successfully been changed!” displays.5. Click OK.The Main Menu screen displays.6. Click the Personnel Management icon.Figure: Personnel Management icon on the Main Menu.The Personnel Search screen displays.7. Click the Find button.The Personnel Listing screen displays with one personnel record, the default AC Administrator record.Figure: Default System Administrator record on the Personnel Listing screen.8. Click the Update button in the Select column.Access Commander System Administrator Quick Start GuideInitial System Configuration 3
Initial Access & ConfigurationStep 1: Update the Default Personnel RecordBack to theMain TOCFigure: Update button on the Personnel Listing screen.The Personnel Info screen, Employee tab, displays.9. Complete the following fields with your data (the field names for required fields display in red): Last Name First Name SSN Employee # Email10. Click the Update button.Figure: Update button on the Personnel Info screen.The message, “The information has been updated.” displays.11. Click the Done button.Figure: Done button on the Personnel Info screen.The Personnel Listing screen displays.The updated personnel record displays highlighted (in black) and its checkbox is checked. The updated datadisplays in the corresponding columns, as applicable.12. Continue to Step 2: Update the Default Facility Record.4Initial System ConfigurationAccess Commander System Administrator Quick Start Guide
Back to theMain TOCInitial Access & ConfigurationStep 2: Update the Default Facility RecordStep 2: Update the Default Facility Record (Required)The second step in setting up Access Commander is to modify the default facility to reflect yourfacility. This step is completed within the Facility Info module (located on the System Administrationmenu).Steps:1. From the Personnel Listing screen, place the cursor on the System Admin menu bar link.Figure: System Admin menu bar link.The System Admin options display.2. Click the Facility Management option.Figure: Facility Management option.The Facility Search screen displays.3. Click the Find Facilities buttonThe Facility Listing screen displays with one facility, the default facility CAGE1.Figure: Default facility record on the Facility Listing screen.4. Click the Update button in the Select column.Access Commander System Administrator Quick Start GuideInitial System Configuration 5
Initial Access & ConfigurationStep 2: Update the Default Facility RecordBack to theMain TOCFigure: Update button on the Facility Listing screen.The Facility Info screen, Physical/Mailing Address tab, displays.5. Complete all of the fields that apply to your facility on all tabs. Fields in red are required (i.e., Facility Code andOrganization). Physical/Mailing Address tab99Double check that the Customer Facility checkbox is not checked. Your facility is considered a hostfacility, not a customer facility.Do not check t
facility . This step is completed within the Facility Info module (located on the System Administration menu) . Steps: 1 . From the Personnel Listing screen, place the cursor on the System Admin menu bar link . Figure: System Admin menu bar link . The System Admin options display . 2 . Click the Facility Management option .
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