Process overview - Evacuation Assistant 1.4.0

Set up Evacuation Assistant by following a sequence of steps.

The following table lists the tasks required to use Evacuation Assistant.

Step	Task	Where to find more information
Understand prerequisites and key issues before deploying
1	Learn what you can do using the plugin.	What is Evacuation Assistant?.
2	Before installing the plugin, read the release notes to learn about the new features, the known issues, and the limitations.	What's new in Evacuation Assistant 1.4.0. Known issues in Evacuation Assistant 1.4.0. Limitations in Evacuation Assistant 1.4.0.
3	Learn about the different components and how they connect together.	How Evacuation Assistant works with Security Center.
4	Ensure that the server and client workstations where the plugin will be installed meet the recommended system requirements and are running a compatible version of Security Center.	Supported plugins in Security Center System requirements for Evacuation Assistant 1.4.0.
Prepare Security Center
5	Verify that the Security Center license has a valid certificate for the plugin. Go to the Config Tool home page, click About > Certificates, and confirm that Evacuation Assistant is in the list.	Your license information is included in the license update email that we sent you. This email includes links to the download package and other license information. To acquire a license, see License options for Evacuation Assistant.
6	Ensure all areas that you want to muster to or from are secured areas that have doors configured.	Create and configure secured areas.
Deploy the plugin
7	On a Security Center server and client workstations, download and install the plugin.	Downloading and installing Evacuation Assistant.
8	Grant users the privileges that they need to use the plugin.	Required privileges. Assigning privileges to users. For a list of all available privileges, refer to the Security Center privileges spreadsheet for your version.
9	In Config Tool, create the Evacuation Assistant plugin role.	Creating the Evacuation Assistant plugin role.
10	Configure the Evacuation Assistant interface port.	Configuring the Evacuation Assistant plugin role.
11	Ensure that the events related to the plugin are enabled, so that you can receive the events in the Monitoring task in real time.	Events to monitor in Security Desk for Evacuation Assistant.
12	(Optional) Configure the custom fields added by the plugin for cardholders and visitors, as required: Enter the employer for cardholders and visitors in the Employer custom field. Select whether or not a cardholder or visitor is an essential worker, using the Essential worker custom field. NOTE: You can use the custom fields as report filters and to filter the mustering list in the Evacuation Assistant portal. IMPORTANT: Visitor custom fields must have the same name and type as the cardholder custom fields to be filterable in reports.
Configure evacuations
13	Designate areas as mustering areas and assign them to other areas.	Configuring areas for mustering using Evacuation Assistant.
14	(Optional) Configure evacuations to start automatically.	Configuring evacuations to start automatically.
Monitor and manage evacuations
15	Learn how to use the Evacuation Assistant portal.	Overview of the Evacuation Assistant portal. Logging on to the Evacuation Assistant portal. Changing the evacuation status of cardholders in the Evacuation Assistant portal. Adding cardholders to the mustering list in the Evacuation Assistant portal.
16	Generate reports to monitor active evacuations and export the reports for future reference.	Monitoring evacuations using the Evacuation monitoring task.
17	Generate reports to investigate past evacuations.	Investigating past evacuations using the Evacuation activities task.