PSIsafe Attendance Tracking System Installation Instructions

Getting Started

This Installation Guide is designed to walk you through the process of installing and configuring PSIsafe Attendance Tracking System (ATS) with the PSIsafe 11.x on-premises configuration. For additional information on features not covered in this guide please refer to the PSIGEN wiki at PSIGEN offers detailed hands on training with the PSIsafe software as well. Included in this guide:

  • References – supporting documents on installation instructions for prerequisite applications.
  • Resources required – hardware, software, documentation.
  • Instructions – Step-by-step instructions and supporting screenshots.

This guide covers basic installation and configuration instructions for this product. This guide assumes you have basic knowledge of PSIGEN PSIsafe.


  • PSIsafe 32-bit Server 11.x
  • PSIsafe 32-bit Client 11.x
  • PSIsafe 64-bit Server 11.x
  • PSIsafe Open API 11.x

Important References

  • PSIsafe 32-bit Client and Management Installation Instructions
  • PSIsafe 64-bit and Open API Installation Instructions

Prerequisite Installations and Configurations

  • PSIsafe Installation: Windows settings, supporting Microsoft applications, and the PSIsafe 32-bit client and management applications must be installed before proceeding with the PSIsafe ATS installation section.
  • PSIsafe Configuration: Prior to PSIsafe ATS installation, this document assumes that the users, repository, cabinet, and workflow definitions have been configured on the PSIsafe client for the on-premises account.
  • PSIsafe 64-bit and Open API Installation: After installation of PSIsafe, the PSIsafe 64-bit and Open API web services must be installed prior to executing the ATS installation section.

Attendance Tracking System (ATS) Configuration Prerequisites

Gather your PSIsafe system information to be used during the ATS installation.

Verify the PSIsafe Open API URL

Find the index IDs for ATS related indexes

  • From Microsoft SQL Server Management Studio, execute the following query
  • SELECT TOP (1000) [IndexID],[Name] FROM [CNG_MAIN].[dbo].[IndexMaster]
  • From Microsoft SQL Server Management Studio, execute the following query
  • SELECT [CabinetID],[Name] FROM [CNG_MAIN].[dbo].[Cabinets]

Determine the "Connect to" value

  • Open the PSIsafe Desktop, and copy the information listed in the Connect to field.

Ensure that email settings are configured from within PSIsafe Management.

  • For ATS notifications and alerts must be configured.
  • Open PSIsafe Management and login as system administrator
  • Navigate to System > Settings in navigation menu, then select the Notification and Alerts tab.
  • Configure your email settings to work with your environment

With this information, you are now prepared to begin installation of ATS.

Attendance Tracking System (ATS) Installation

  • Launch the ATS installer provided.
  • After launching the ATS installer, supply the credentials of a SQL user from the db_owner role of the PSIsafe database.

NOTE: DO NOT use Trusted Connection. Integrated Windows Authentication is not supported.

  • Using the information gathered in ATS Configuration Prerequisites, provide information about the existing PSIsafe installation. You will need to provide:

    • Open API URL
    • Cabinet ID
    • Connect To value
  • The ATS installer will install any additional prerequisites, such as ASP.NET MVC 4.

  • Once complete, the ATS website will open in your default browser.

  • From Services.msc, immediately stop the ATS PDF Create Service
  • Then, log in to the ATS website with PSIsafe credentials.

  • Log in to the ATS website to update the config.

NOTE: If you see error “Unknown Reason” when logging into the ATS website, ensure the CNGDBList.xml was copied from 32-bit to 64-bit PSIsafe server.

  • On the Configuration page, populate the remaining blank config values using the data collected earlier.


  • Attendance Tracker URL is the external URL that will be used in email notifications and should NOT be http://localhost/ATSWebsite.
  • The Tab ID will be the Tab in which the employee folders reside.
  • The Generalist Group and HR Group are chosen by the customer.
    • The Generalist Group receives email notifications and has access to the website and administration.
    • The HR Group has access to the special HR dashboard.

  • Go to General Administration page and fill in the values desired by the users.
  • From this page, administrators may manage the global system parameters for the ATS site.

  • Once all the configuration values are populated, restart the ATS PDF Create Service.

  • Service logs are stored under the ATS Service install folder (e.g. for 4/1/2019 logs -> C:\Program Files (x86)\PSIGEN\Attendance Tracking System\ATS Service\logs\2019\4\1).

IMPORTANT CONFIGURATION: BEFORE USING ATS: at least 1 Action Point and 1 Incident Code must be created for the service to function as expected.

Environmental Information

Listed below is the environmental information used to create and test this installation.

Base System Hardware in Test Environment

Environment Resources Configuration Type
Local Web Server

Memory-2GB,Process-2.6 GHZ;80GB HD

Desktop Virtual Machine
Local Database Server Memory-2GB,Process-2.6 GHZ;80GB HD Desktop Virtual Machine


Base Software Elements in Test Environment

Environment Software Element Name Version Type and Other Notes
Local Windows 10 x64 Professional   Operating System
Local MS SQL 2017 SP1 Database
Local Chrome 71.0 Internet Browser
Local PSIsafe Client and Management 11.2 32-bit Installation
Local PSIsafe 64-bit 11.1 REST Compliant Services
Local PSIsafe Open API 11.1 REST Compliant Services
Local MS SQL Server Management Studio 3.2.2



Keywords: PSIsafe ATS Install Guide, Attendance Tracking System Installation Guide

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