How to Fully Configure iVMS-4200 with Face Recognition Terminal (Complete Guide)

🔍 Introduction

Managing attendance, security, and access control in a modern workplace requires more than just a fingerprint scanner. Hikvision’s iVMS-4200 software, when paired with a face recognition terminal, offers a powerful biometric solution for seamless attendance tracking and secure door access.

However, to make it truly effective, the system must be configured properly – from adding employees and assigning access schedules to setting overtime rules and syncing everything with the device.

This comprehensive tutorial will guide you from zero to full setup. Whether you’re a new IT admin or refreshing your memory, this guide covers every step, in detail.

⚡ Quick Guide (Summary Steps)

1. Install iVMS-4200 and connect your face recognition terminal.
2. Create a login account in on iVMS-4200.
3. Go to Person Management and add people with face photo + card number.
4. Create an Access Schedule Template (e.g., 5:00 AM to 10:00 AM).
5. Create Shifts and assign them via Timetables for attendance tracking.
6. Configure Overtime: set time range to 00:00–24:00 and apply rates.
7. In Attendance Settings, enable “Overtime After Work”.
8. Assign people to Access Schedule + Shift + Timetable.
9. Sync access authorization to the terminal.
10. Set automatic report generation and exports.

🧰 Step-by-Step Full Configuration

1. Install iVMS-4200

• Download the latest version from the official Hikvision Download Center.
• Install on your Windows machine.

2. Create iVMS Login Account

• When launching iVMS-4200 for the first time:
  • Choose a username and password for the superuser.
  • Set email backup for password recovery.
  • This account will control all system access.

3. Add the Face Recognition Terminal

• Go to Device Management.
• Click Add → Enter:
  • IP Address
  • Port (usually 8000)
  • Username/Password of the terminal
• Click Add and wait for status = Online.

💡 Tip: Make sure the terminal is in the same LAN and reachable via ping.

4. Add Persons with Face & Card

• Go to Access Control → Person Management.
• Click Add:
  • Full name, department, employee ID (optional)
  • Add face photo (passport-style, clear image)
  • Assign card number (scan or type manually)
• Save the person profile.

📌 Note: Card can be used as backup in case face fails.

5. Create Access Schedule Template

• Go to Access Control → Schedule Template.
• Click Add → Name it (e.g., “Day Shift 5-10”).
• Set time blocks (drag 5:00–10:00 on each workday).
• Save.

🔄 Use different schedules if you have multiple shifts (e.g., night, weekend).

6. Create Shifts and Timetables

A. Create Shift:

• Go to Time & Attendance → Shift → Add.
• Name it (e.g., Morning Shift)
• Set Clock-in: 05:00 / Clock-out: 10:00
• Assign rules for late, early leave, absence
• Save.

B. Create Timetable:

• Go to Timetable → Add.
• Assign the shift to days of the week (Mon–Fri).
• Save.

7. Configure Overtime (Automatic)

• Go to Time & Attendance → Overtime.
• Select all days → drag time bar from 00:00 to 24:00.
• Set:
  • Level 1 = 1.5
  • Level 2 = 2.0
  • Level 3 = 3.0 (optional)
• Set Weekend Rule = Normal (or Level 2 if paid more)
• Click Save.

8. Set Overtime Handling Rules

• Go to Attendance Settings → General Rule.
• Enable:
  • “Overtime after end of work” ✅
  • Set buffer = 0 or 5 mins (based on policy)
  • Minimum overtime = 1 or 5 mins
• Save.

9. Assign Access & Attendance to People

Access:

• Go to Authorization under Access Control
• Select person → Assign:
  • Schedule Template (access time)
  • Door/Terminal
• Click Synchronize ✅

Attendance:

• Go to Attendance → Person (or related section)
• Assign the person to the created Shift + Timetable

✅ No sync needed for attendance – it’s calculated in software.

10. Set Up Automatic Attendance Reports

• Go to Attendance Handling → Report Task or similar section.
• Create a Scheduled Export Task:
  • Choose report type (Attendance Summary, Overtime, Absence)
  • Set daily/weekly/monthly export
  • Choose file format (Excel or PDF)
  • Set destination folder or auto-email (if available)

📤 This helps HR or Admins automatically receive logs without manual exports.

11. Check Attendance Reports

• Go to Time & Attendance → Attendance Statistics
• Select person → View:
  • Check-in/out
  • Late/Early leave
  • Overtime (auto calculated)
• Export reports daily, weekly, or monthly in Excel format.

📘 Glossary of Key Terms (Hard Words Explained)

❓ FAQ (Frequently Asked Questions)

Q1: Do I need to sync every time I change a schedule on iVMS-4200?
A: Only if you change access time or door assignment. Attendance shifts don’t need syncing.

Q2: What happens if someone works on a holiday?
A: If configured, the system can apply special Overtime Level (e.g., Level 2 or 3).

Q3: Can I use face and card together?
A: Yes. You can require both, or either one depending on your terminal settings.

Q4: My terminal says Offline – what do I do?
A: Check network IP, port (8000), and device credentials. Ping the IP to confirm it’s reachable.

Q5: How do I delete a user on iVMS-4200?
A: Go to Person Management → Select → Delete. Then sync to remove from device.

✅ Final Tips

• For large systems, organize people into Departments and create Access Groups.
• Always keep one backup card for admins in case face reader fails.
• Test configuration with a single user before applying to all.
• Schedule regular exports of attendance and overtime reports.
• Update iVMS-4200 monthly to get latest fixes.

🔚 Conclusion

If you’re setting up a Hikvision face recognition terminal with iVMS-4200, this guide gives you the complete workflow – from person creation to automated overtime tracking.

With correct configuration, your attendance and access system becomes powerful, secure, and efficient.

Keep this tutorial bookmarked, and feel free to check back when adding new employees or troubleshooting.

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