When you start vistrax for the first time following installation, the “vistrax Server Settings” dialog will open. Here you can configure the database connection.
Detailed information can be found in Chapter 7 “Connection Settings”.

Logging in to vistrax requires a user name and password to be entered. User login data can be obtained from your system administrator.
During login you can also select a mandator you have saved in the database using vistrax-Admin.

In the login mask different settings can be selected for the checkbox:

Not Checked: The login-dialog and client-dialog always open.

Intermediate: The client-selection-dialog always opens but the login-dialog only opens when the login data is not correct.

Checked: The last selected client is used and the login-dialog only opens when the login data is not correct.

As soon as you have logged in to vistrax, you will arrive on the main page. The main page is divided into two key areas: “Menu bar” and “Workspace”.

You can access the system menu via the vistrax symbol in the upper left corner of the icons bar. The system menu allows you to perform system settings in vistrax.
This includes the following points:

• Refresh
• Configuration
• Media Browser
• Server settings
• Dictionary
• Help

Alongside the online help you will also find further information on the product, ordering process and conditions of use.

The workspace will later display the various input dialogs. Changing between individual input dialogs is possible via the opened tabs.

The menu list allows you to access all functions required for general administration and the administration of visitors. The menu list is divided into different menu groups. These are each categorized thematically according to the functions available.

Here, the vistrax user currently logged in use the “Settings” to adjust individual user settings such as changing passwords, configuring the user interface and altering settings regarding logging and saving.

The filter function “Gates” allows the user to display all present and prepared visits according to the gate i.e. entrance or exit, selected.

In the “Visitor management” area, users can check visitors in and out and prepare visits. Detailed information regarding registration and the login/logout process can be found in the “Registration” and “Login/Logout” chapters.

The master data required for visitor management (gates, buildings, employees, departments) is entered here. Further information on entering and maintaining the master data can be found in Chapter 3 “Infrastructure".

By using the sub menus “Templates” and “Entries” you can edit the checklists. These functions are only available if the user has the appropriate rights.

Here you will find the sub-items “Email templates” (see Chapter 6 “Creating Email templates” for more information) and “Report”. The report function allows a more detailed analysis of the visits that have taken place.

In the system menu, under “Configuration”, settings can be made for the following items:

• Print Management
• Checklist
• Data Export
• Barcode Scanner Integration
• Signature Pad Integration
• Computer Telephony Integration (CTI)
• Image Acquisition
• Device File Roles

These settings should be configured accordingly before working with vistrax. More detailed information about the configuration options can be found here Chapter 4 "System Menu".

Before you can enter and manager visits following successful installation of vistrax, it is necessary to first enter the infrastructure data. This data is required for the registration and login/logout of visitors. As the master data elements build on one another consecutively, please ensure that you enter the data in the following order (from right to left):

a) Gates

Here you can add various gates. Gates can represent any exit or entrance such as physical gates or reception areas.

b) Buildings

Here you can add various buildings. Entering building data is required in order to enter data on divisions.

c) Divisions

Here you can add various departments. Entering department data is required in order to enter data on employees.

d) Employees

Here you can add various employees.

As a last step, before entering visits, it is necessary to create visitors.
You can register them in the “Visitor Management” menu group under “Visitors”.
As soon as the visitors have been created, you can start registering visits under the menu item “Registration”.

In order to use vistrax with multiple users, further users can be added alongside the “Administrator”. These users can be assigned user roles and permissions on an individual basis. Help on adding further users and defining user roles and permissions can be found in CHAPTER 1: User roles.

With vistrax version 3.1, the database should be updated, and a memory limit should be set to improve the performance of the server. By default, the server is initialized with almost unlimited memory and offers little remaining memory to the operating system.

Microsoft SQL Management Studio can be used to edit the server settings. After starting Microsoft SQL Management Studio, if not already done, a connection to the vistrax server can be established.

First, the maximum server working memory should be limited. To do this, right-click to open the instance properties. Then, the memory tab on the left can be selected and for Maximum memory (in MB), the memory limit should be set to the size of the maximum server memory minus 10%. For 16 GB of server memory, this would be 12,288 MB (equivalent to 12 GB, since megabytes and not gigabytes).

Afterwards, the Auto Close option should be adjusted. To do this, the databases can be expanded by clicking on the plus sign to then select a specific database and open its properties. Under Options, Auto Close should now be set to False.

For best results, the buffer cache and execution plan cache should also be flushed after performing the above steps. This is done with the following SQL commands:

 DBCC DROPCLEANBUFFERS //Clears the Buffer Cache  

 DBCC FREEPROCCACHE //Clears the execution plan cache