About managing Traka cardholders - TRAKA Asset Management 3.2

Traka Asset Management Plugin Guide 3.2.1

Applies to
TRAKA Asset Management 3.2
Last updated
2023-06-02
Content type
Guides > Plugin and extension guides
Language
English
Product
TRAKA Asset Management
Version
3.2

To use Security Center to monitor and investigate activity at Traka cabinets, and to grant access to the assets in the Traka cabinets, you need to create Traka cardholders. A Traka cardholder is a user account that is in the Traka system and is linked to a Security Center cardholder.

What is a Traka user and a Traka cardholder

Traka user
A user account that is in the Traka system, but is not linked to a Security Center cardholder.
Traka cardholder
A Traka user account that is linked to a Security Center cardholder.

Two methods for integrating Traka users in Security Center

If your personnel have a Traka user account and a Security Center cardholder account, and you want to manage all access from Security Center using a single cardholder account, follow one of these procedures:

  1. Delete all of the users from the Traka system, then add your Security Center cardholders to access rules that are assigned to assets in Traka groups.
  2. Import Traka users in Security Center. You now have duplicate cardholders: the new Traka cardholders and the old Security Center cardholders. Move the credentials from the old cardholders to the new Traka cardholders. Deactivate the old cardholders.

Three methods for assigning assets to Traka cardholders

  1. If you have existing Security Center cardholders that you want to give access to assets in Traka cabinets, assign the Security Center cardholder to a Traka access rule.
  2. If you have a new employee that you want to give access to cabinets, create a Traka cardholder in Security Center.
  3. If you want to grant cardholders access to assets without using access rules, assign iFobs to a Security Center cardholder.

Managing Traka cardholders

You want to Do this Notes
Change the first and last name of a Traka cardholder. Change the name of the Traka cardholder in Security Center. The change is synchronized immediately and automatically.
Change the keypad ID of a Traka cardholder. In the Credential management task of Security Center, remove the credential of the old keypad ID and replace it with a new credential. The change is synchronized immediately and automatically.
Change the PIN of a Traka cardholder. In Config Tool, from the Credential management task, change the PIN in the credential. In Security Center, the change is synchronized immediately and automatically.

In Traka Web, changes to PINs are not pushed to Security Center.

Deactivate a Traka cardholder. In Security Center, from the Cardholder management task, deactivate the cardholder. The change is synchronized immediately and automatically.
Permanently deactivate a lost or stolen card. In Security Center, do one of the following:
  • Remove the cardholder from all access rules that are assigned to Traka groups.
  • Remove the credential from the Traka cardholder.
The change is synchronized immediately and automatically.
Temporarily deactivate an access card or PIN. In Security Center, from the Cardholder management task, deactivate the cardholder. The change is synchronized in immediately and automatically.
Extend the expiry date of a credential.
  1. In Traka Web, change the expiration date for the user account.
  2. In Config Tool, from the Traka Asset Management plugin role's Traka users page, click Synchronize.
Changes must be made in the Traka Web account and then manually synchronized in Security Center.
Delete a Traka cardholder from Security Center.
IMPORTANT: It is not recommended to delete cardholders. The best practice is to deactivate a cardholder so that the history of events is kept.
In Config Tool, delete the cardholder account. The change is synchronized immediately and automatically.

Deleting cardholders also deletes their activity trail and related audit logs.

Delete a Traka cardholder from Traka Web.
IMPORTANT: It is not recommended to delete cardholders. The best practice is to deactivate a cardholder so that the history of events is kept.
  1. In Traka Web, delete the user account.
  2. In the plugin role's Traka users page, refresh the list.
The change is synchronized immediately and automatically.

Deleting cardholders also deletes their activity trail and related audit logs.