Cardholder and credential enrollment is a very simple process and the system supports manual enrollment of Keri MS, Keri NXT, 26-bit Wiegand card formats and RAW Wiegand card numbers.
Manual Enrollment is the process of manually entering the cardholder's credential details (such as the imprint and facility code) - or the full RAW card number (copied from live events).
Note: Keri NXT credentials do not use a facility code.
Borealis uses an enrollment wizard to walk you through adding a cardholder, assigning a credential to that cardholder and then assigning access rights. Alternatively, if you wish to add a new credential to an existing cardholder, click on Credentials from the main menu and then click the CREATE button (see section 5.0).
2.0 Manually Enroll a Cardholder and Credential
The following steps explain how to add a Keri MS credential into Borealis.
Note: The following steps are almost identical for manually enrolling other credential types, such as; Keri NXT and many other Wiegand credential types.
- From the menu on the left, click on Cardholders.
- The list of existing cardholders will appear.
- On the right-side of the screen, click the CREATE button.
- Enter a first name.
- Enter a last name.
- Place a check mark in the Never Expire option or set an activation date and expiration date if the cardholder will be temporary.
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- Select the 'Use Extended Timing' option to apply an extended unlock time for the cardholder.
- Select the 'Different Access Groups per Credential' if the cardholder's credentials will use different access rights. If unselected, all assigned credentials will have the same access rights.
- Click Save & Next.
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3.0 Enroll a Credential
(... Continued from the previous section)
- Select the card format that you wish to enrol.
- Enter the credential's imprint (this is the number printed on the credential).
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- Enter the credential's facility code (where applicable).
- Select a card status.
- Click Save & Next.
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4.0 Assign Access Rights
From the site drop-down list select the access right to assign to the cardholder.
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5.0 Enroll a Credential to an Existing Cardholder
The following steps allow you to enroll an additional credential to an existing cardholder.
- From the main menu, click on Credentials.
- Click the CREATE button.
- Select the existing cardholder from the Cardholder list.
- Select the correct format from the format list.
- Enter the credential's imprint (this is the number printed on the credential).
- Enter the credential's facility code (where applicable).
- Select a card status.
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- Click Save & Exit or Save & Next to assign access rights (see section 4.0).