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1 What ports should I open on my firewall for Intelli-Site (3.9 Legacy)? Featured

View products to which this article applies. Introduction Under some circumstances it becomes necessary to modify firewall rules after installing Intelli-Site software. Procedure Intelli-Site uses the following rules to determine the ports it will use for…

2 CompassXe to Intelli-Site Conversion Considerations

View products to which this article applies. Introduction Compass6E end-of-life is December 31, 2013. All other CompassXe software products are now obsolete. Our flagship PSIM solution, Intelli-Site, does everything CompassXe did and more. When planning a…

3 Help! My download keeps failing!

Generally speaking, the OSSI upload site can resume downloads if the user doesn't log out. It can't resume if the user logs out because the session ID, the way the site keeps track of downloads, will be different. In some circumstances, the download may fail…

4 How can I find a specific cardholder or person?

You can easily search the database on any combination of the CardData fields. In Card Management Mode, Click the < Search > button. A blank CardData tab is presented. Fill in your search criteria. Any and all fields can be filled in. The most common…

5 How can I see the activity of a cardholder?

There is more than one way to see the activity of a cardholder. One is via the "Activity" tab for the cardholder, another is through reports. Activity tab The "Activity" tab displays the card swipes for that cardholder based on the parameter "Days To Log"…

6 How do I know when my SMA expires?

The SMA Number and the expiration date can be found on the "License" tab of the "About Intelli-Site Workstation" screen in the Workstation. Run the Workstation and log on to the Server. Click on the <Menu> button then click the About icon, . The "About"…

7 How do I obtain an SMA Number?

The SMA is managed by the Server. To find the SMA Key Number: Right-click on the Server icon, , in the System Tray and select "Open...". If you cannot see the icon, please refer to: Why can't I see the Intelli-Site icons in the System Tray? Select "File"…

8 How do I setup auto-logon in Intelli-Site?

To set up auto-logon in Intelli-Site, you will have to add four (4) entries to the Registry to define the username, password, and project, and to enable auto-logon. Where those entries go is different depending on whether the Windows OS is 32- or 64-bit.…

9 How do I update my Intelli-Site license?

To bring up the "License" dialog do the following: Right-click on the Server icon, , in the System Tray. If you do not see the icon, please see the article Why can't I see the Intelli-Site icons in the System Tray? Click "Open...". The "Server Status" window…

10 How do I update my SMA Number?

Once you have received an SMA Number from OSSI, you will need to enter it on the SMA Number dialog in the Server. Right-click on the Server icon, , in the System Tray and select "Open...". If you cannot see the icon, please refer to Why can't I see the Intelli-Site…

11 How do I upgrade Intelli-Site (Legacy) or Intelli-Track(Legacy)?

Upgrading Intelli-Site (or Intelli-Track) is a simple process. Backup the current Intelli-Site Project and data. Download the latest version of the software See What is the latest version of Intelli-Site and where do I get it? If the Intelli-Site system is…

12 How does Workstation licensing work?

The Workstations number in the license is the number of Workstations that can be logged on to the the Server at any one time. There is no limit to the number of Workstations possible, just the number of Workstations concurrently connected to the Server. To…

13 How to change the Intelli-Site base port number

View products to which this article applies. Introduction Given the nature of TCP/IP, it is possible that two programs may attempt to use the same ports to communicate over. This conflict can cause many problems. Every effort has been made to prevent this…

14 How to Import Cards and Cardholder Data into Intelli-Site

View products to which this article applies. Introduction Intelli-Site has a feature to import cards and cardholder data so you don't have to do it all by hand. This feature allows the user to import cardholder data from any properly-formatted delimited file.…

15 How to set up Intelli-Site Workstation on a Remote Computer

View products to which this article applies. Introduction For many installations, it is necessary to access the Intelli-Site Server from a remote computer. Procedure The user account on Windows that will run the Intelli-Site Workstation must have Admin Rights…

16 Installation and Usage of the DriveMonitor script.

View products to which this article applies. Introduction The DriveMonitor script polls the Windows Disk Manager of one or more computers to determine the amount of free space available on each of its fixed drives. In the event the available free space on…

17 Is Intelli-Site a 32-bit or 64-bit application?

Intelli-Site is a 32-bit application. It is tested and supported in the 64-bit versions of the Windows 7 and Windows 2008 R2 operating systems. That being said, some integrations, mostly DVRs, are not available in 64-bit operating systems because the API…

18 Quick and Easy Intelli-Site CS Programming

The Intelli-Site CS User Guide manual provides a step by step quick and easy programming guide in Section 2- Getting Started. The manual can be accessed via the software by clicking the Menu button and selecting Documentation and Reporting Mode. Switch to…

19 Release Notes 3.9.61

View products to which this article applies. Overview This article contains the release notes for Intelli-Site v3.9.61. The following sections describe the release in detail and provide late-breaking or other information that supplements the main documentation.…

20 Release Notes 3.9.62

View products to which this article applies. Overview This article contains the release notes for Intelli-Site v3.9.62. The following sections describe the release in detail and provide late-breaking or other information that supplements the main documentation.…

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