Sign in with a local C4 account

1. Start the C4 Client.

2. Enter the account name and password configured on the person record.

3. Select Sign In.

4. After login, verify that the expected panels are visible and that the server connection is healthy.

Sign in with a corporate account

1. Open Professional > Persons and select the person.

2. Open Personal Settings, select Corporate Account, and enter the domain and user name in the form Domain\User.

3. Save the person.

4. At the login screen, select Corporate Account and choose Sign In.

5. Complete the domain authentication prompt.

Use trusted-certificate validation

1. Start the client and locate the certificate-validation text at the bottom of the login window.

2. Change the option from Accept All to Accept trusted.

3. Attempt to sign in.

4. If the certificate is not trusted, stop and have the certificate chain corrected instead of bypassing the warning.

Set the displayed name order

1. Open Settings > Preferences.

2. Select the required Name order option.

3. Save and refresh the client.

4. Return to Professional > Persons and verify how names are displayed in trees and detail views.

Use a right-to-left language

1. Open Professional > Persons and select the person.

2. In Personal Settings, set the person language to the required right-to-left language.

3. Save, sign out, and sign in as that person.

4. Verify text direction, alignment, and control order in the client.

Create an organizational structure and a person

1. Open Professional > Persons.

2. Right-click Person Root and select Add > Company.

3. Enter the mandatory Name and save.

4. Right-click the company and add the required child levels, such as Division, Center, or Department. Save each level.

5. Right-click the final organizational parent and select Add > Person.

6. Enter at least the mandatory Surname and any required contact or identity data.

7. Save the person and confirm that it appears under the intended parent.

Edit contact information and a photo

1. Open Professional > Persons and select the company or person.

2. Edit the fields in General or Contact Info as required.

3. For a person photo, use the photo control to select a file or capture an image from a camera.

4. Save the record.

5. Use Refresh and reselect the record to confirm that the data and photo were retained.

Search for a person by credential or license plate

1. Open Professional > Persons.

2. Collapse the tree when a broad search is needed.

3. Enter the card code, PIN-related identifier, or license plate in the person-tree search field.

4. Select the filtered person.

5. Open Credentials to confirm the matching credential.

Create a person group and add members

1. Open Professional > Persons and switch to the Groups tree.

2. Right-click Group Root and select Add Group.

3. Enter the group Name and save.

4. Select the group and open the Persons tab.

5. Select Add Person to Group.

6. Choose people from Available Persons, select Add, and then Finish.

7. Save the group.

Review or remove group membership

1. To review a person, switch to the Persons tree, select the person, open Groups, and select Show Assigned.

2. To remove members, switch to the Groups tree, select the group, and open Persons.

3. Open Add Person to Group, select people in Assigned Persons, choose Remove, and then Finish.

4. Save the group.

Create a local client account for a person

1. Open Professional > Persons and select the person.

2. Open Personal Settings.

3. Under Account, enter the account Name.

4. Enter and repeat the password.

5. Save the person.

6. Sign out and test the account at the login screen.

Archive and restore a person-tree node

1. Right-click the person, company, or organization node and select Archive.

2. Save. The node moves out of the active tree and into the Recycle Bin.

3. Open the person-tree Recycle Bin.

4. Right-click the archived node and select Restore.

5. Save and verify that the node returned to the active tree.

Permanently delete a person-tree node

1. Open the person-tree Recycle Bin.

2. Right-click the archived node and select Delete.

3. Confirm and save.

4. Verify that the node is absent from both the Recycle Bin and active tree.

Export a person-tree branch to CSV

1. Open Professional > Persons.

2. Hold Ctrl and right-click the person-tree node to export.

3. Select File > Export.

4. Choose the destination and proceed through Next to Finish.

5. Open the CSV in an approved location and verify the scope.

Install an available credential type

1. Open Settings > Preferences > Application and enable Use portal service settings when required by the deployment.

2. Save the preference.

3. Open Settings > Packages and select Plugins > Credentials.

4. Enable Show Available. Sign in to portal services if prompted.

5. Select the required credential type and choose Install.

6. Return to Professional > Persons and verify that the type appears under Add credentials.

Choose the PIN setup method

1. Open Settings > Preferences > Application.

2. Set PIN Setup method to Enter PIN manually, Suggested PINs, or Auto-generate PIN.

3. Save the preference.

4. Create a test PIN on an approved test person and verify the editor behavior.

Add a PIN credential

1. Open Professional > Persons and select the person.

2. Open Credentials.

3. Open the Add credentials menu and select the required PIN type.

4. For manual mode, enter the permitted PIN. For suggested mode, select one of the generated values. For automatic mode, accept the generated value.

5. Select Finish when shown, then save the person.

Add a card or license-plate credential

1. Open Professional > Persons and select the person.

2. Open Credentials and choose Add credentials.

3. Select the card or license-plate type.

4. Enter the code in the required format.

5. Save the person.

Assign a pooled card to a person

1. Open Professional > Persons and select the target person.

2. Open Credentials and select Assign card.

3. Search by the card code.

4. Select the card and choose Assign.

5. Save the person.

Reassign or revoke a card

1. To reassign, open the new person, choose Assign card, find the card, and assign it. The holder changes to the new person.

2. To revoke, select the current person and credential, choose Revoke, and save.

3. Verify the credential at its master node.

Copy an unknown card code to a person

1. Open Professional > Devices and select the reader Events view.

2. Use the unknown card at the reader.

3. Select the resulting event and choose Copy card code into clipboard.

4. Open Professional > Persons and select the target person.

5. Open Credentials and choose Paste card code from clipboard.

6. Review the credential type and code, then save.

Control whether event text shows the card code

1. Open Settings > Preferences > Application or the equivalent General settings page.

2. Set Event card display mode to Name to hide the numeric code, or Code to show it.

3. Save the setting.

4. Generate an approved access event and verify the event display.

Grant read access to selected person data

1. Open Professional > Persons and select the user person.

2. Open Permissions > Application.

3. Set Allow with inheritance for Read on the Professional node.

4. Open the Persons permission tab.

5. Find the target person or organizational branch and set Allow with inheritance in the Read column.

6. Save, sign out, and test with the user account.

Deny read access to selected person data

1. Give the user the broader read access required for the Persons panel.

2. In Permissions > Persons, find the person or branch to hide.

3. Set Denied with inheritance in the Read column.

4. Save and test with the user account.

Assign access to a person

1. Open Professional > Persons and select the person.

2. Open Access and expand the device tree.

3. Locate the door, partition, or other access point.

4. Select the Access column until the allow indicator appears.

5. Save the person.

Assign inherited access through a person group

1. Open Professional > Persons and switch to the Groups tree.

2. Select the group and open Access.

3. Expand the device tree and set Allow on the required access point.

4. Save the group.

5. Return to a member person and review Access.

Filter the access view

1. Select a person and open Access.

2. Choose Show only allowed permissions to display allowed and inherited-allowed access points.

3. Choose Show only denied permissions to display denied and inherited-denied access points.

4. Clear the filter to return to the full device tree.

Create an access level and add access points

1. Open Professional > Devices and switch to the Access level tree.

2. Right-click Access Level Root and select Add access level.

3. Enter the Name and save.

4. Select the access level and open Access Points.

5. Choose Add access point, select the required points from the device tree, choose Add, and then Finish.

6. Save the access level.

Create and assign a device profile

1. Open Settings > Profiles and add a new profile.

2. Enter the Name and save.

3. Open Device Type and choose Add new device type.

4. Select the template for the installed driver, choose Add, and then Finish.

5. Configure the supported options and save.

6. Assign the profile from the profile Persons tab or from the person Profiles tab.

7. Save the assignment.

Schedule temporary access for a person or group

1. Install Scheduled Access Package in Settings > Packages.

2. Open Professional > Persons > Select Person > Scheduled Permissions and select Add.

3. Choose the person, or switch to the person-groups tab and choose the group.

4. Select the target access points.

5. Enter Scheduled From and Scheduled To.

6. Finish and save.

7. At the start time, verify the selective upload and the resulting device access.

Run an access upload and verify panel memory

1. Open Professional > Devices.

2. Right-click the target access panel.

3. Select Command > Full Upload or Incremental Upload, according to the approved change plan.

4. Wait for completion and review the Events tab for start and successful-completion messages.

5. Select the panel and open Memory Info.

6. Verify the person, credential type, upload time, and device position.

7. Test the credential at an approved access point when the site procedure permits.

Load a device configuration when the driver supports it

1. Open Professional > Devices.

2. Right-click Device Root and add the driver bus controller.

3. Enter the Name, IP address, port, credentials, and any required communication properties.

4. Save the controller.

5. Right-click the controller and select Command > Load Configuration.

6. Complete the wizard and wait for configuration loading to finish.

7. Review the created tree before starting the connection.

Create a device tree manually

1. Open Professional > Devices.

2. Right-click Device Root and add the required bus controller.

3. Enter the mandatory communication properties and save.

4. Right-click the controller and add the panel type.

5. Add child nodes such as doors, readers, keypads, partitions, detectors, or inputs.

6. Enter mandatory names and addresses for each node.

7. Save and compare the C4 tree with the physical system design.

Start a device tree and confirm live status

1. Open Professional > Devices.

2. Right-click the bus controller and select Command > Start.

3. Wait for the controller and child nodes to leave the disconnected state.

4. Activate an approved input, detector, or door condition.

5. Verify that the corresponding tree node changes to the expected state and that an event is recorded.

Associate detectors or zones with a partition

1. Hold Ctrl and select the detectors or zones to link.

2. Right-click one selected detector and choose Copy.

3. Right-click the target partition and choose Paste.

4. Save the device tree.

Filter device nodes by status

1. Open Professional > Devices and select the status-filter control.

2. Choose the status to display, such as Armed, Door Normal, Alarm, or Disconnected.

3. Use Refresh when states change, or enable automatic refresh when available.

4. Clear the filter to return to the complete tree.

Review device events

1. Select the bus controller or device node.

2. Open Events.

3. Enable Include children when events from descendant nodes are required.

4. Set the time range or activity filter and select Refresh.

5. Enable Play for real-time updates when available.

Use Context Monitor for a selected device

1. Open Context Monitor from the top of the client.

2. Select a device node in the Devices tree or Monitoring view.

3. Review basic information, parent context, recent alarm/disconnection/failure statistics, and event history.

4. When the selected panel supports it, open Memory Info to review uploaded people.

Send a supported device command

1. Open Professional > Devices and locate the exact node.

2. Review its current status and related events.

3. Right-click the node and select Command.

4. Choose the approved command.

5. Wait for the status to change and review the event created by the command.

Archive or restore a device node

1. Right-click the device node and select Archive, then save.

2. To restore it, open the device-tree Recycle Bin.

3. Right-click the archived node, select Restore, and save.

4. Review the restored node properties and dependencies before restarting it.

Permanently delete a device node

1. Open the device-tree Recycle Bin.

2. Right-click the archived node and select Delete.

3. Confirm and save.

4. Verify the node is absent from the active tree and Recycle Bin.

Export a device-tree branch to CSV

1. Open Professional > Devices.

2. Hold Ctrl and right-click the device-tree node.

3. Select File > Export.

4. Choose the destination, then complete Next and Finish.

5. Verify the exported CSV scope.

Create a region hierarchy

1. Open Professional > Regions and select General.

2. Right-click Root and select Add > Region.

3. Enter the Name and save.

4. Right-click the new region and add the required child type, such as City, Building, Floor, or Room.

5. Continue until the site hierarchy is represented, saving each level.

Assign device nodes to a region

1. Open Professional > Regions and select the target region.

2. Choose Manage devices.

3. Select the required device nodes and move them to the assigned list.

4. Confirm with OK and save.

View events for a region and its children

1. Open Professional > Regions and select the region.

2. Open Events.

3. Choose the time range and activity filter.

4. Enable Include children to include events from nested regions and devices.

5. Select Refresh for historical/current results, or Play for real-time events.

6. Perform an approved device action and verify that the event appears.

Configure entry and exit readers for presence

1. Open Professional > Regions and select the entry reader under the region.

2. In General, set Access direction to In.

3. Select the exit reader and set Access direction to Out.

4. Save the changes.

5. Use the person credential at the entry reader.

6. Select the region and open Region Presence.

7. Use the credential at the exit reader and refresh when needed.

View the current person count in a region

1. Open Professional > Regions and select the region.

2. Open the person-count or presence summary view available in the installed build.

3. Review the current count and the underlying presence records.

4. Use an approved entry or exit credential and verify that the count changes.

Place a device on a region map

1. Open Tools > Visualization.

2. Select the region.

3. Choose Status Image Key or another supported visualization object type.

4. Find the device in Objects and drag it onto the map.

5. Position and size the element, then save.

6. Open Professional > Monitoring, select the region, and verify the live device state.

Place a child region on a map

1. Open Tools > Visualization and select the parent region.

2. Choose a supported region visualization object.

3. Drag the child region onto the map and save.

4. Open Monitoring and select the parent region.

5. Select the child-region icon.

Remove a visualized object

1. Open Tools > Visualization and select the region map.

2. Right-click the object and select Revoke.

3. Save the map.

4. Open Monitoring and confirm that the object is no longer displayed.

Place multiple objects continuously

1. Open Tools > Visualization and select the region.

2. Choose the object type > Status Image Key.

3. Hold Ctrl while dragging multiple device nodes onto the map.

4. Release Ctrl when placement is complete, arrange the objects, and save.

Configure alarm animation for an icon

1. Open Tools > Visualization and select the object.

2. Set Alarm Mode to the required behavior, such as pulsing or blinking.

3. Save the map.

4. Generate an approved alarm and review the object in Monitoring.

Configure statuses that propagate to parent regions

1. Open the Monitoring settings page in Settings or Settings > Preferences, depending on the build.

2. Edit Propagation Statuses for Monitoring Panel.

3. Add the statuses that should propagate, such as Disconnected.

4. Save the setting.

5. Generate an approved status on a child device and review the parent-region map.

Review live and historical events in Monitoring

1. Open Professional > Monitoring and select the region.

2. Use the live events view for current events.

3. For historical review, switch the events area to Historical events.

4. Expand the toolbar, enable Include children, set the time range, and select Refresh.

5. Select an event or device to open related context when available.

Review or resolve an incident in Monitoring

1. Open Monitoring and select the region.

2. Generate or wait for an incident from the visualized device.

3. Open the Incidents area.

4. Double-click the incident for an overview, or select it and choose Resolve when authorized.

5. Confirm that the incident leaves the live list after resolution.

Add a device, command, or region to Quick Actions

1. Open Quick Actions from the top menu and switch to Edit mode.

2. Select the region for which the shortcut should appear.

3. Open Devices or Regions and drag the required item to Drag and drop a Quick Action here.

4. For a device, choose whether the item represents the device or a specific command.

5. Confirm with the checkmark or save control.

6. Open Monitoring for the region and test the shortcut under controlled conditions.

Remove a Quick Action

1. Open Quick Actions and switch to Edit mode.

2. Select the region.

3. Choose the minus control next to the shortcut.

4. Confirm the change.

Create a basic device-triggered incident workflow

1. Open Tools > Workflow.

2. Create a new incident template, such as Fire Alarm.

3. Select an If-style routine appropriate for the event.

4. Add the device condition and select the source device or input.

5. Add Create Incident as the action.

6. Configure the incident name, for example by using the log name.

7. Save and activate the template according to local workflow rules.

8. Generate an approved test condition.

Take responsibility, add a note, and resolve

1. Review the incident name, source device, time, instructions, and current device state.

2. Mute the alarm sound when appropriate; muting does not resolve the incident.

3. Select Add Note and record the relevant observation or action.

4. Select Take Responsibility.

5. Follow the approved response procedure.

6. Select Resolve when the incident can be closed.

7. Open Professional > Incidents > History and verify the record.

Take over an incident from another operator

1. Select the incident in Professional > Incidents.

2. Choose Take Responsibility.

3. Confirm the warning that the incident is already taken.

4. Open Show, add a transfer note when required, and continue the response.

5. Resolve the incident when authorized.

Resolve selected incidents or all incidents

1. Open Professional > Incidents.

2. For selected incidents, mark the checkboxes and choose Resolve.

3. For all visible/live incidents, choose Resolve all and confirm.

4. Review History and the Closed By value for the resolved records.

Review merged incident occurrences

1. Generate the first incident and verify Occurrences is 1.

2. Close the incident window without resolving the incident.

3. Generate the same incident condition again on the same source.

4. Review the reopened incident and occurrence count.

Configure automatic incident-window closing

1. Open Settings > Preferences > Application > General.

2. Set Incident Window Auto Close to the required behavior, such as On Responsibility taken.

3. Save the preference.

4. Test with two operator clients and a controlled incident.

Log an incident window closed without action

1. Enable Log incident closures in Settings > Preferences > Application > General

2. Create a controlled incident while two operators are signed in.

3. Have one operator close the incident window without taking responsibility or resolving it.

4. Review the incident history or log from the other client.

Find and review a resolved incident

1. Open Professional > Incidents and select History.

2. Set the time range that includes the incident closure.

3. Search by device name or other available incident data.

4. Select the incident and choose Show.

5. Review notes, responsibility changes, occurrence information, and Closed By.

Create and enable a reception

1. Open Tools > Agents and switch to the Groups tree.

2. Right-click Group Root and select Add > Reception.

3. Enter the reception Name and set Agent state to Enabled.

4. Open Agents, add the agents who belong to the reception, and save.

5. Go to Settings > Preferences > Visits > General > Add Readers

6. Go to Settings > Preferences > Visits > Corridors and add Corridor

Create an active visit

1. Open Professional > Visits, select Active, and choose Check-In.

2. Enter the visitor surname and required identity/contact data, then select Next.

3. Select permitted corridors and assign a temporary credential when required.

4. Select Finish.

Configure and use a card-collector door

1. Open Settings > Preferences > Visits and select the reception.

2. In Card Collectors, select the door from an assigned corridor that should close visits.

3. Save, then create a visit with access to that corridor and assign a valid credential.

4. Have the visitor use the credential at the card-collector door and review the visit status.

Create a scheduler

1. Open Settings > Time Sets.

2. Select Scheduler.

3. Choose Add.

4. Enter the Name and schedule properties.

5. Save.

Create a calendar for Allowed Times and Time Restriction Access

1. Open Settings > Time Sets and add a calendar.

2. Enter the Name.

3. Select the required time range and mark it Allowed.

4. Save the calendar.

Change an event color

1. Open Settings > Preferences > Events.

2. Select the event type.

3. Set the text color and background color.

4. Save.

5. Generate the event and review it in an Events tab.

Change event retention

1. Open Settings > Preferences > Events.

2. Select the event type.

3. Set the retention period and save.

4. Verify the policy against legal, audit, and storage requirements.

Run an action only within or outside a time window

1. Open Tools > Workflow and add a routine.

2. Choose a log/event routine and add the device event condition, such as Armed or Disarmed.

3. Add a Source Time condition.

4. Choose Is Within or Is Not Within and select the calendar.

5. Add the action, such as Create Incident or Send Email.

6. Save and test once inside and once outside the allowed time.

Scheduled Routine

1. Open Tools > Workflow and add a routine.

2. Select Scheduler Routine.

3. Add the required action, such as Create Incident or Send Email and select Scheduler at the bottom.

4. Select saved Scheduler.

5. Save.

Use Alarm Matrix

1. Open Extensions > Alarm Matrix.

2. Select All to see status tiles and the count of partitions in each state.

3. Select a specific state to list matching partitions.

4. Use search by partition name, parent, or assigned region.

5. Right-click a partition and send an approved command when permitted.

Schedule an e-mail report for disarmed partitions

1. Create a scheduler in Settings > Time Sets > Scheduler.

2. Open Tools > Workflow and add a routine.

3. Select Disarmed Partition Report At Specific Time.

4. Add Send Email as the action and select recipients.

5. Select the scheduler and save.

6. At the scheduled time, verify the e-mail and attached or embedded HTML report.

Generate an FPS daily report

1. Open Extensions > SK Daily FPS Report.

2. Select the device root or required fire panel.

3. Choose Print Daily FPS Report.

4. Review panel status, fire-alarm counts where supported, and inhibited devices.

Create and start a C4 Server Bus Controller

1. On the Enterprise server, open Settings > Packages and install C4 Enterprise Connector.

2. Open Professional > Devices.

3. Right-click Root and select Add > C4 Server Bus Controller.

4. Enter the Advanced server IP address and port.

5. Save.

6. Right-click the new controller and select Command > Start.

7. Verify that the controller reaches its normal idle/connected state.

Load devices and regions from Advanced to Enterprise

1. On the Enterprise server, open Professional > Devices.

2. Right-click the C4 server node and select Command > Load Configuration.

3. Complete the wizard and wait for it to finish.

4. Review the device trees under the C4 Server Bus Controller and the imported regions.

Upload central data from Enterprise to Advanced

1. On the Enterprise server, open Professional > Devices.

2. Right-click the C4 server node and select Command > Full Upload.

3. Wait for completion and review events.

4. On the Advanced server, verify the synchronized people, credentials, groups, and access levels within the configured scope.

Synchronize person changes

1. Create, edit, move, archive, or restore the person on the authoritative server according to the deployment model.

2. Run Full Upload from the Enterprise C4 server node.

3. Verify the person properties, parent, and archive state on the Advanced server.

4. Review events and resolve any scope or conflict warning before the next upload.

Synchronize a card credential from Enterprise

1. On Enterprise, select the person and create the card credential.

2. Save the person.

3. Open Professional > Devices, right-click the C4 server node, and run Full Upload.

4. On Advanced, verify the credential on the person.

Assign access centrally and upload it to a local panel

1. Run Full Upload on the C4 server connection, then Load Configuration when the local device tree has changed.

2. On Enterprise, select the person and open Access.

3. Under the C4 Server Bus Controller, set Allow on the required local access point

4. Run Full Upload on the C4 server connection.

5. On the Advanced server, run the required Full or Incremental Upload on the physical access panel.

6. Verify panel Memory Info and test under an approved access procedure.

Create an IS Connector

1. Open Settings > Configuration and select IS Connectors.

2. Right-click IS Connector Root and select Add > the required connector type.

3. Enter all mandatory connection, mapping, direction, and identifier properties.

4. Set Root when data must be synchronized under a specific company or organization node.

5. Set a synchronization scheduler when automatic execution is required.

6. Save.

Run the first synchronization

1. Right-click the connector and select Command > Synchronize.

2. Wait for completion and review connector events/logs.

3. For external-to-C4 direction, verify the organization, people, properties, and credentials under the configured root.

4. For C4-to-external direction, verify the supported data in the external system.

5. Confirm that unrelated C4 data outside connector management remains intact.

Validate an incremental person change

1. Complete a successful baseline synchronization.

2. Make one controlled person change in the authoritative system.

3. Run Synchronize, or wait for the configured scheduler.

4. Verify only the intended person and property/parent/state changed.

5. Run Synchronize again without another source change.

6. Verify that no duplicate or unnecessary update is created.

Synchronize credential changes

1. Run a baseline synchronization and verify existing credentials.

2. In the authoritative system, add, revoke/remove, reassign, or update one credential.

3. Run Synchronize.

4. Verify the credential code, type, holder, and assignment on the target side.

5. Confirm that unrelated credentials were not changed.

Use a synchronization scheduler

1. Create or select a scheduler in Settings > Time Sets.

2. Assign it to Synchronization scheduler on the connector.

3. Save and run one manual Synchronize to establish the baseline.

4. Make a controlled external change and wait for the scheduled time.

5. Review logs and verify the change.

Enable Enterprise security mode

1. Open Settings > Preferences > Application.

2. Set Security Mode to Enterprise.

3. Save the change.

4. Restart the required C4 server services during the maintenance window.

5. Verify server startup, client login, drivers, reports, plug-ins, workflows, and connectors.

6. Review logs for integrity or signature failures.