Borealis Full Setup Guide

Borealis Full Setup Guide

1.0 Introduction



This document aims to guide you step-by-step through setting up a new Borealis system. It explains how to register a new account, create a new system. Add a new site, claim a hub to the site and then add hardware (such as controllers and readers) to the site. The new Borealis interface is designed to be extremely easy to learn and operate and with minimal training requirements.

 

The Borealis cloud-based system gives you complete visibility and control of your access control system from any computer, tablet or mobile device that has a web browser and an active internet connection. 


Main Features Summary:
  1. You will not need a dedicated PC.
  2. You will not have to install any software.
  3. You will not have to update any software (but you will always be running the latest version).
  4. You will not have to perform any database backups. Your system database(s) will always be available and stored securely on the cloud.
  5. Multiple systems in different geographical locations can be administered from the same Borealis client PC or smart device.
  6. The system can be accessed and administered from any PC or smart device with an internet connection.
  7. By default, the system supports multiple, concurrent client connections.
  8. Supports up to 32 doors per hub.
  9. Supports 10,000 cardholders and credentials (50,000 credentials per system).
  10. Designed for use with NXT, NXT-MSC (2 and 4 door controllers) or PXL controllers.

This quick start guide walks you through the basics of getting a system up-and-running for the first time - or you can skip to a specific topic using the table of contents located on the right side of the screen.

 


Important Note: The Borealis Hub comes pre-installed with Windows 10 IoT operating system which is a different operating system (and is on a different upgrade/support cycle) from standard Windows operating systems. Hubs will be updated to Windows 11 IoT when Windows 10 IoT becomes end-of-life and full update instructions will be provided. Upgrading the hub's operating system voids the hub's warranty and may cause the system to become unstable due to internal differences between standard Windows 10/11 and IoT Windows 10.

2.0 System Overview

Borealis is Keri Systems' Cloud-based access control solution that provides you with complete visibility and control of your system from any internet accessible PC, tablet or mobile device that has a web browser and an active internet connection.

 

By using Borealis you will not need a dedicated PC or Server, you will not have to install any kind of software and you will never have to do any kind of system updates - you will always be running the most up-to-date version. If you have multiple site locations (even in different parts of the world), these can all be added to the same system and administered from a single PC or smart device.

 

New Borealis Schematic

Borealis is extremely easy to learn and so there is very minimal training requirements. This setup guide walks you through the basics of getting a standard system up-and-running for the first time.

 

The system supports up to 32 doors and a maximum of 10,000 credentials per hub (up to 50,000 credentials per system). It is designed to work with NXT, PXL, NXT-MSC (2 and 4 door controllers) or True Mercury controllers (EP and LP series plus their supporting modules). The system is also compatible with the NXT Exit readers (when using the NXT-MSC controllers).

 

As well as standard access control, Borealis also offers many additional advanced features, such as: Card + PIN, Automation Rules, I/O linkage and integration with Switch Tech wireless locks.

 

3.0 PC/Browser Requirements

DesktopMobile Device
 Edge* Chrome from Android*
 Chrome* iOS Safari*
 Safari* Firefox for Android*
 Firefox* 
 * Version must be no older than three years.

 

 

4.0 Setup a New User Account

For a new installation, the first step is to create a new account.

  1. Go to: https://keri.aetheros.net.
  2. The log in window will appear.

    Login window

  3. Click on 'Sign Up'.

    New UI sign up link

  4. Enter your new Borealis account details.

    Register Operator

  5. Place check marks to confirm you have read the EULA and you agree to the master
    subscription agreement.
  6. Click the REGISTER button in the lower-right corner of the form.
  7. You will see a notification that the new user is created.
  8. Go to the inbox of the registered e-mail address and you will see a verification email
    message.
  9. Click the link to verify your e-mail address.

  10. Once verified, you will be able to log into the Borealis web portal.

 

5.0 Create an Organization

Borealis has the option of creating an organization - which is used to simplify the management of multiple installations and is also used to register tax exempt status (for example; if you are an installation company).

 

Note: An Organization only needs to be created one time for an installation company and can be applied to all future systems created by that installation company.

 

The following steps explain how to create a new organization that is tax exempt (so sales tax is not applied to the Cloud subscription payments).

 

Note: Setting up an Organization is not compulsory but it is highly recommended if you are a company that will be setting up and administering multiple Borealis systems.

 

  1. Open a web browser and go to: https://keri.aetheros.net.
  2. Enter your registered e-mail address (user name) and password and click the LOGIN button.
  3. The Create Systems screen will appear.
  4. Click Organizations (listed on the left).

    Orgs_Menu_Option

  5. The Create Organizations screen will appear.
  6. Click the CREATE button located in the upper-right.
  7. The Create Organizations form will appear.

    Create Organization Form

  8. Enter a name for the new organization.
  9. Enter a contact name for the organization.
  10. Enter a contact phone number for the organization.
  11. Place a check mark to confirm the organization is a dealer/reseller.
  12. Place a check mark in the tax exempt status check box.
  13. Enter the tax ID for the organization.
  14. Enter any additional notes for the organization.
  15. Select the organization country from the drop-down list.
  16. Select the organization state for the organization (where applicable).
  17. Enter the organization's ZIP/Post code.
  18. Enter the organization's street address.
  19. Scroll to the bottom of the form to locate the Supporting Documents section. Click the CHOOSE FILE button and locate a tax exempt status document for your organization (the document must be either a .PDF, a .jpg or a .png file).
  20. Click the SAVE button.
  21. You will see a notification that the organization is created.
  22. Return to the organization screen and you will see that the new organization is pending.
  23. After the organization information has been submitted it will take up to 1 business day for the review process to be complete.
  24. Once the organization has been approved, the owner of the organization will then be able to edit and add users to the organization.

    Organization Approved

  25. Once your organization is showing as approved you can then create your first system.

    Important Notes:
    - Any additional organization users should be added prior to setting up systems.
    - You MUST wait for the organization to be approved before setting up a new system.

 

6.0 Create a New System

Every Borealis installation will require a 'system' to be added. The system is created and authorized by Keri Systems and you will be added to the system as an operator - with full administration rights. If you log in and there is no system, you will see the Create System form.

 

To create a new Borealis system, call the following number:

  • USA and rest of the world - 1-408-435-8400
  • If based in the UK - +44 (0) 1763 273243

 

Note: You will need to provide your registered e-mail address and a name for the new system.

 

Once your system is created, log back in and you will see the home screen.

 

New UI home

 

7.0 Create a New Site

Once your system is added you will then be able to create and add a new site. Every Borealis system requires at least one site.

 

A site may represent a business location, a floor of a building or any other grouping of hardware. The requirements for a site are as follows:

 

  • Each site will need a physical hub (hub setup explained in the next section (8.0).
  • A site determines that hardware type that will be used. All controllers on a site must be of the same hardware family, e.g. Keri NXT Keri PXL or Keri NXT Mercury (NXT-MSC). However, multiple hubs for different hardware types can be part of the same system and multiple hubs can also be added to the same site.
  • A site must have a world timezone assigned (and all controllers on the site will use this world timezone).
  • You can add up to 32 doors to a site - any system that will have more than 32 doors will require an additional hub. The hub counts controller reader ports not the number of reader/doors actually in use.

 

  1. From within Borealis, click on the Sites main menu item.

    Sites_Menu_Item

  2. The Sites screen will appear.
  3. Click the CREATE button (located in the upper-right).
  4. The Create Site form will appear.
  5. Enter a site name.
  6. Enter a contact name for the site.
  7. Enter a contact phone number for the site.
  8. Select the specific hardware type that will be used with this hub.
  9. Select the country where this hub will be located.
  10. Select a specific world timezone for where this hub will be located.
  11. Place a check-mark in 'Enable Keypads' if keypads will be used on any of the controllers.

    Create Site Form

  12. Click the SUBMIT button and the new site will be created.
  13. The next step is to connect a hub and add it to the site.

8.0 Connect a Hub

IMPORTANT NOTE:

  • The hub MUST be connected to a DHCP network which has internet access.
  • The hub can control a maximum of 32 doors. More than 32 doors will require an additional hub. The hub counts controller reader ports not the number of reader/doors actually in use (a door which has an entry reader and an exit reader is still 1 door).

 

A hub provides the communication link between the Cloud and the access control hardware. The hub does not require any configuration – it is pre-configured to obtain a DHCP address from an internet-enabled network (the same network that the controllers will be connected to) via a hard-wired Ethernet connection.

 

  1. Power-up the hub.
  2. Use an Ethernet network cable to connect the hub to the internet router/hub.

    Hub Setup Diagram

  3. The hub will obtain a DHCP address and will connect to the internet.
  4. The controllers will also connect to this same network. (The NXT-MSC controllers are also configured to obtain a DHCP address).

    Note: Standard NXT controllers and PXL with LAN520 will require additional configuration to obtain a static IP. Refer to the individual setup guides for each of these controller types.

    Hub and controllers

  5. Once connected and online (to the internet), the hub will be ready to add to Borealis.

 

8.1 Port Numbers Used by the Hub

  • Communication to the cloud - TCP/IP port 443.
  • Communication from the hub to a Standard NXT controller - TCP/IP port 10050.
  • Communication from the hub to an NXT-MSC controller - TCP/IP port 3001.
  • Communication from the hub to a True Mercury controller - TCP/IP port 3001.
  • Communication from the hub to a PXL controller - TCP/IP port 10001

 

Note: For further information about other ports used by the hub refer to the following knowledge base article: https://help.kerisys.com/portal/en/kb/articles/borealis-security

 

9.0 Add a Hub

The next step is to add the Borealis hub to the system. The hub is the physical device that provides a communication bridge between the Cloud and the field hardware. The hub must be connected to a DHCP network that has an active, unrestricted internet connection. The hub should be added to the same network that the controllers are connected to.

 

9.1 Add a hub to the site

  1. From within Borealis, click on the Hubs main menu item.

    Hubs Menu Item

  2. The hubs screen will appear.
  3. Click the CREATE button (located in the upper-right).
  4. Enter a name for the hub.
  5. Enter the hub GUID (this will be printed on the outside of the hub.
  6. Enter the hub PIN (this too will be printed on the outside of the hub).

    hub guid

  7. Click the SAVE button. 

    Create hub

  8. You should see a notification at the top of the screen that the hub has been claimed.

    Hub is Claimed

 

9.2 Wait for the Hub to Update

Note: It is important to wait up to 5 minutes for the hub to perform its initial update. Failure to wait for the update to complete may result in not being able to scan for controllers.

 

The hub will begin updating a few seconds after it comes online. While the hub is updating, the status will display 'Update Started'.

 

Update Started

 

The status will continue to display 'UpdateStarted' for a few minutes. Wait until the status displays 'Update Completed'.

 

Update Completed

 

Once the hub is updated the hub status will show Online.

 

Hub online

 

 

Click on the name of the hub - this will display the hub information screen. Ensure there is information showing in the 'Updated On' section:

 

Hub Update Information

 

The next step is to add controllers to the system.

 

10.0 Add a New Controller

The process of adding a controller to Borealis is very similar for all supported controller types (NXT, NXT-MSC or PXL controllers). The main difference is that Standard NXT controllers are not assigned a DHCP address.

 

Notes:

  • To add an NXT-MSC controller it must be connected to a network that is DHCP-enabled (so it will be assigned an IP address automatically).
  • Standard NXT controllers do NOT use DHCP IP address assignment and will need to be factory reset before they can be added via auto-config. The standard NXT controllers will need to be assigned a static IP address which is in the same range of the hub's IP address. Click on the hub name to view the hub details and note the IPv4 address (as highlighted).
  • PXL controllers with a LAN-520 can have a DHCP address or a static IP address but it is recommended that the LAN-520 is assigned a static IP address.

 

Hub IP Address

 

10.1 Scan for the controller

  1. From within Borealis, click on the Hubs main menu item.
  2. The Hubs screen appears and the hub should be online.

    Hub Status Online

  3. On the right-side of the screen you will see an Actions drop-down list, select Scan.

    Controller Scan

  4. The scan function will search the network for controllers.
  5. Once the scan is complete all detected controllers will be displayed in a list. NXT-MSC controllers will be assigned a DHCP address and Standard NXT controllers will NOT be assigned an IP address. All new controllers should be displayed as unassigned.

    Note: All controllers must also be given a unique name.

    Controllers List

  6. Place a check mark against each controller that will be claimed, enter a name for the controller, enter an IP address (if using Standard NXT controllers).
  7. Click the CLAIM button in the upper-right.

    New UI Claim

  8. You should see notification at the top of the screen that the controllers have been successfully claimed.

 

11.0 Enable the Hardware

Note: At this point you would need to contact Keri Systems to process the payment for the Borealis Cloud Subscription.

 

Once the hub and controller(s) have been added to the system, you will be able to configure your access control system - but you will not be able to control the doors or send out any kind of updates.

 

To enable the hardware you will need to submit a credit card payment to Keri Systems.

 

 

Summary:

  1. Add and register a hub, then scan for and import your controllers
  2. Call the same contact phone number specified in section 6.0.
  3. Provide your e-mail address and mention that you wish to process the payment for the Borealis hardware

  4. Keri will know what hardware has been added to your system so will confirm the payment due amount..

  5. When you confirm to go ahead with the payment, the payment will give you full use of the hardware for a 12 month period.

 

Note: This will not be setup as a recurring payment.

 

12.0 View the Hardware Status

You can view the status of hardware by going to the respective pages. For example:

 

  • click on the Hubs menu item and the hubs on the system will be displayed.

 

Hub Status Online

 

  • Click on Hardware >> Controllers and all controllers on the system will be displayed.

 

New UI Controller Status

 

  • Click on Hardware >> Readers to view all the readers on the system.

 

New UI reader status

 

13.0 Controller Functions and Settings

Several functions can be performed on the controller using the Actions drop-down menu.

 

13.1 Controller Functions

  1. From Borealis, click on the Hardware >> Controllers menu item.
  2. A list of all controllers on the system will be displayed.
  3. On the right-side of the screen locate the Actions drop-down menu. The following options will be displayed:

    Controller actions menu

  4. Edit - Allows you to access all the controller settings.
  5. Delete - Allows you to completely remove the controller from the system (USE WITH CAUTION).
  6. Flash - Allows you to upgrade the firmware on the controller. Live events will display when a firmware upgrade is required.
  7. Sync - Allows you to sync the Cloud database with the controllers database (if you believe database changes may have been made while the controller was offline).

    Note: The PXL controller type has 2 sync options (sync and full sync). Sync will send out to the controller only the most recent changes that were made and is not often used. You should use sync if you are not sure if a change has been successfully sent out to the controllers (for example, if there was an internet disconnection). Full sync is required for certain changes (such as adding or removing doors from access groups). A full sync should also be performed if changes were made while controllers were offline.

  8. Reset - Allows you to perform a basic memory reset on the controller. The controller will retain its network settings but its memory will be cleared and a total network update will be performed on the controller.

 

13.2 Controller Settings

  1. From the controller Action drop-down menu, select Edit.

    Controller Select Edit

  2. The controller settings window will appear.

    Controller Settings Window

  3. Description - Allows you to enter a new name for the controller.
  4. Enabled - Allows you to quickly toggle between enabling and disabling the controller. Note: a disabled controller will immediately go offline.
  5. Download Cardholders Without Access - Downloads all cardholder records to the controller - regardless of their access rights.
  6. Latitude and Longitude - Not applicable for general access control.
  7. Connection Control - Determines if the controller will automatically come back online if the connection is lost.
  8. IP Address - The controller's programmed IP address (DHCP address in the case of NXT-MSC controllers).
  9. Port - the TCP/IP communication port used by the controller (default values are 3001 for NXT-MSC controllers).
  10. Password - Not currently applicable in Borealis.
  11. Poll Delay - The delay between communication polls.

 

14.0 Reader Functions and Settings

The reader's screen and the reader's Action menu items allow you to access the functions and settings that are available for that reader type. The following explains the basic reader functions and settings. Other options become available when certain features are enabled (such as Card + PIN).

 

14.1 Reader Functions

  1. From Borealis, click on the Hardware >> Readers menu item.
  2. Place a check mark against the reader you wish to use.

    Select Reader

  3. Lock - Allows you to re-lock a door that is currently unlocked.
  4. Unlock - Allows you to unlock a door that is currently locked.
  5. Temp Unlock - Allows you to temporarily unlock the door (based on the reader's strike time).
  6. Card & PIN, Card or PIN and PIN Only buttons become available when card + pin is enabled on the system. Note: Only the Card + PIN mode is supported when using Standard NXT controllers. Card or PIN and PIN Only are only supported when using NXT-MSC controllers.


14.2 Reader Settings

  1. From the reader Actions drop-down menu, select Edit.
  2. The reader settings window will appear.



  3. Description - Allows you to change the name of the reader.
  4. Enabled - Allows you to toggle between the reader being enabled and disabled.
  5. Keypad Enabled - Enable this option if the reader has a keypad. Required for Card + PIN.
  6. Auto Unlock Schedule - Assign an auto-unlock schedule to configure the door to unlock and re-lock at specific times of the day.

    Note: When an auto-unlock schedule is assigned you will see an additional option for First Person In (FPI). FPI options are specific to the hardware type in use (NXT-MSC option is yes or no; for PXL, 15, 30, 45, 60, 120, 180 minutes, for Standard NXT the available 'look-back' times are 15, 30 OR 45 minutes and 1, 2 or 3 hours). This FPI look back setting requires a valid card to gain access before the door will auto-unlock. For example, when using FPI look-back time of 15 minutes, then access granted will need to occur within 15 minutes of the auto-unlock start time.

  7. Default Online Mode - This is the mode that the reader will go to if the controller goes offline or if it is memory reset. Typically this option is used with Card + PIN to ensure Card + PIN remains in force. The default setting is for the door to be 'Locked' - requiring a valid card read at the reader.
  8. Enable Door Contact - Enables the door contact monitoring for the reader - the reader will go into alarm state if the door is held or forced open.
  9. Strike Timing (max) - Is the amount of time the door will unlock following a valid card read from a standard cardholder.
  10. Strike Timing - DDA - Is the amount of time the door will unlock following a valid card read from an ADA/DDA cardholder.

  11. RTE Disable Schedule - Allows you to define a time schedule when the RTE will not be functional for this door.

 

15.0 Setup Time Schedules

The Borealis system uses Time Schedules in access rights – to determine when cardholders are able to gain access. They are also assigned to doors as auto-unlock time schedules – to determine when doors will automatically unlock and re-lock. This setup guide will explain how to setup a time schedule for Monday to Friday between the hours of 06:00 and 18:00.

 

Note: A time schedule can consist of multiple intervals.

 

15.1 Add a New Time Schedule

  1. From the main menu on the left, select Schedules. For a new system you will see two default schedules (Always and Never) - these two schedules are non-editable.
  2. Click the CREATE button on the right side of the screen.

  3. The Create Schedule form will appear.
  4. Enter a description for the new schedule.

  5. Select the site that the schedule will apply to.
  6. The schedule mode will default to 'Scan' - this will ensure the schedule uses the schedule intervals to determine when it should activate and de-activate.

  7. The Enable checkbox will be checked by default.

    Time Schedule Create

15.2 Add a New Time Interval

The next step explains how to add an interval to the schedule. The interval determines a time of day and day of the week that the schedule will be active and inactive.

 

Note: The maximum # of intervals per schedule is 12 for NXT-MSC controllers; 50 intervals per week for Standard NXT, and 4 intervals per schedule for PXL.

  1. On the create schedule form, click the ADD INTERVAL button. The interval settings will appear on the schedule form.
  2. Use the clock icon to select a start time for the interval (this determines when the interval will become active). For example 07:00. Or you can click Now to begin the schedule at the time that is set on the client PC.
  3. Click the SET button to set the start time.
  4. The end time will default to 23:59... use the clock to set a different end time (this determines when the interval will become inactive). For example 18:00.
  5. Click the SET button to set the end time.
  6. Click inside the Day of Week field and you will see a list of all the days of the week. Place a check mark against all the days that you wish the interval to be active. The selected days of the week will appear as a list inside the Day of Week field.
  7. Click inside the Holidays field and you will see a list of 8 available holiday types. Select the holiday types that will be active on this time interval.

    Notes:
    - The holidays must already be setup and configured.
    - When a holiday is active for an interval that means the interval will be ACTIVE on the
    holiday date that is selected for the holiday.

  8. Click the SAVE button to save and create the schedule and interval.

    Add Interval

  9. The schedule form will close and the new schedule will appear in the schedule list.

  10. If you require more than one interval for the schedule, place a check mark against the schedule name, select Edit from the Action drop-down list on the right and then click the ADD INTERVAL button again (located at the bottom of the create schedule form).

 

16.0 Setup Holidays

Holidays are defined calendar days that are used to determine if a time schedule will be active or inactive on those defined calendar dates. Once a holiday has been created, by default it will override time schedules and will prevent the schedule from being active. This will also prevent access being granted to cardholders which have those time schedules configured in their assigned access rights. Once you have created a holiday you can then edit the time schedules to be enabled for that holiday type. The following steps explain how to create a new holiday and then how to enable that holiday on a schedule - so the schedule will still activate on the holiday's defined calendar date(s).

 

16.1 Create a New Holiday

  1. From the Borealis main menu, click on Holidays.

    Holidays

  2. Click the CREATE button in the upper-right.
  3. The create holiday form will appear.
  4. Enter a name for the new holiday.
  5. Select the site.
  6. Select to enable the holiday.
  7. In the Start date field, click on the small calendar icon and select a start date for the holiday.
  8. In the End date field, click on the small calendar icon and select an end date.
  9. From the Holiday Type drop-down list select one of the available holiday types.
  10. Click the SAVE button to save the holiday.

    Holiday Setup

 

16.2 Enable the Holiday for a Schedule

The next step is to enable the holiday type for schedules that you wish to remain active on the selected holiday dates. The holiday that was previously created was set to holiday Type 1 - therefore the schedule will continue to be active on the dates of all holidays that are set as Type 1.

 

  1. From the main menu click on Schedules.

    Schedules

  2. All schedules on the system will be displayed.
  3. On the right-side, use the Actions drop-down menu and select Edit for the schedule you wish to modify.
  4. The schedule edit form will appear.
  5. Click into the Holidays field.
  6. Place a checkmark against the holiday type(s) to enable. In this example, Type 1.
  7. Save the schedule settings.

    Holiday enabled

  8. The schedule will now be active on any holidays that are configured as Type 1.

 

Note: PXL controllers support a maximum of 3 different holiday types. NXT and NXT-MSC support up to 8 holiday types.

 

17.0 Setup Access Rights

The following steps explain how to setup access rights. Access rights are then assigned to credentials to determine when and where a cardholder will be able to gain access.

 

Notes:

- Unless the access groups will use a 24/7 time schedule you should also ensure the relevant time schedules have been setup.
- Each reader in an access rights group can have its own schedule (or all readers can use the same schedule).

 

  1. From the main menu on the left, select Access Rights.
  2. Click the CREATE button on the right.

  3. Enter a description for the new access right.
  4. Select the site that the access right will apply to.

    Create Access Rights

  5. Click NEXT.

  6. Select the readers to be added to the access right (or click the TOGGLE button to select all). Note: Clicking the toggle button a second time will de-select all readers.

    Select Readers

  7. Click NEXT.
  8. Use the Apply to All drop-down list to select a time schedule and then apply that schedule to all readers. Or you can select a specific time schedule to apply to readers individually.

    Assign Total

  9. Click SAVE to create the new access right.
  10. The access right can now been assigned to credentials or used an an auto-unlock schedule (to automatically lock and unlock doors).

 

18.0 Enroll a Cardholder and Credential

Cardholder and credential enrollment is a very simple process and the system supports manual enrollment of credentials. Manual Enrollment involves you manually enter the card details (imprint and facility code) or the full card number. By default, the system supports manual enrollment of Keri MS, Keri NXT, 26-bit Wiegand card formats and RAW Wiegand card numbers. Other credential types are available in the Credential Formats Library. For further information refer to the Borealis Credential Formats section of the knowledge base:

 

https://help.kerisys.com/portal/en/kb/articles/borealis-credential-formats

 

Notes:

  • You must first enroll a cardholder and then enroll and assign a credential to the cardholder.
  • Keri NXT credentials do not use a facility code.

 

18.1 Add a Cardholder

  1. From the menu on the left, click on Cardholders.
  2. The list of existing cardholders will appear.
  3. On the right-side of the screen, click the CREATE button.
  4. The create cardholder form will appear.
  5. Enter a first name and a last name and optionally, a middle name.
  6. Enter a PIN if the system has keypads that the cardholder will be using.
  7. Select Never Expire if the cardholder will not have a de-activation date - or alternatively, leave Never Expire unselected and then enter an activation date and an expiration date for the cardholder.

    Note: the calendar will default to selecting today's date.

  8. Select 'Use Extended Timing' to use a reader's ADA/DDA timing (which will give the cardholder additional door unlock time).
  9. Select 'Different Access Groups per Credential' if the cardholder will be using multiple credentials and to allow for those credentials to be assigned different access group.
  10. Click the SAVE button to create the new cardholder record.

 

18.2 Enroll a Credential

Now that a cardholder has been enrolled, you can enroll a credential for that cardholder:

  1. From the menu on the left, click on Credentials.
  2. Click the CREATE button located on the right.
  3. The Create Credential form will appear.
  4. Select a Cardholder from the cardholder drop-down list or type in the cardholder name to search for it.

    Select a Cardholder

  5. Select the appropriate card format (the default card formats are: Keri MS, Keri NXT, 26-bit Wiegand and RAW).

  6. Enter the credential's imprint (the number printed on the credential).
  7. Enter the credential's facility code Note: Not all credential types use a facility code. For example; Keri NXT does not use a facility code.

  8. Set the card status to Active.
  9. Click the SUBMIT button to assign the credential to the cardholder.

 

19.0 Assign Access Rights

The following steps explain how to assign access rights to credentials. It assumes that cardholders and credentials are already enrolled and the credentials are assigned to the cardholders.

 

Note: A newly enrolled credential will appear at the top of the credentials list.

 

  1. From the main menu, click on Credentials.
  2. If you have a large credential database, click on the filter icon located at the top of the Cardholder column.

    Cardholders_Filtered

  3. Begin typing in the Cardholder name - entries that match the filter criteria will begin to display.
  4. When you have located the record you wish to edit, place a check mark in the box next to the name and click the FILTER button.

  5. The credential record for that cardholder will be displayed.
  6. Place a check mark to the left of the credential number and then click the EDIT ACCESS RIGHTS button.

    edit access rights

  7. Use the drop-down-list to assign an access right to the credential.

    Assign the access group

 

 

Note: The new Borealis UI also gives you the option of mass-assigning access rights to a batch of credentials/cardholders.

 

20.0 Reader Control

Reader Control allows you to lock, unlock or temp unlock any door on the system.

A temp unlock will unlock the door for the same duration as following a valid card read.

You can send remote lock and unlock commands to a single door or multiple doors.

 

  1. From the Borealis main menu, select Hardware >> Readers.

    Main Menu - Readers

  2. A list of all readers will appear.

  3. Place a check mark against the reader that you wish to lock or unlock.

    Select Readers

    Note: You can also select multiple readers to be controlled.

    Select Multiple Readers

  4. On the right-side of the screen, use the Action drop-down menu and select Lock, Unlock or Temp Unlock.

  5. Alternatively, click either the Lock, Unlock or Temp unlock button (located above the list of readers).

    Command Buttons

  6. The reader(s) will respond to the command almost immediately.

 

 

21.0 View Live Events

21.1 View Live Events

Borealis provides a live events screen which displays all the system transactions in real-time. Events such as: Access granted, access denied, door open, door forced open, door unlocked, etc along with their associated time stamp and location. Live events are displayed on a per-site basis. Once connected to a site, all events generated by that site will be displayed in the live events grid.

 

  1. From the main menu on the left, click on Live Events (at the bottom of the list).
  2. If you only have one site, live events will immediately start appearing from the site immediately. For multiple sites you will need to select the appropriate site from the drop-down list.

    Live Events

  3. System events will appear immediately as they are generated by the system.

 

21.2 View Only Specific Event Types

  1. You can use the event types menu filter to display only specific events:
  2. Locate the Messages Types drop-down menu. By default it is set to display all message types.
  3. Use the drop-down list to select a specific event type. For example; you may wish to only view 'Access Granted' messages.

    Access Granted Messages

    Note: If you click on a different menu item and then click back on Live Events, the message type filter reverts back to the default of displaying all message types.

  4. Only access granted messages will now be displayed in live events. All other event types will be masked.



    
P/N: 02346-001 - Rev C
   


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