Genea's Access Control Integrations with Transact solutions empower users to seamlessly manage and automate enrollment and removal processes for students, staff, and other campus members. This integration also streamlines the assignment of physical access, enhancing overall efficiency in campus operations through a unified platform. For detailed instructions on how to achieve these objectives, please refer to the help article provided below.
To successfully complete this integration, it is imperative to have Global Admin privileges within the Genea platform.
Entity Mapping: Genea and Transact System
Outlined below is the entity mapping between Genea and the Transact system.
Entity in Transact System | Entity in Genea System (With User Group) |
Customer | User |
Access Name | User Groups |
Customer Extension | Custom Attributes |
Card → Standard | Key Card |
Card → Mobile | Key Card |
Genea exclusively processes eight events received from the Transact system, which are listed below.
CustomerCreated | CustomerChanged | CustomerExtensionsAssigned | CardActivated |
CardSuspended | CardRetired | AccessAssigned | AccessRevoked |
Important Points:
Genea exclusively processes events of Standard and Mobile card types received from the Transact system.
If the User Group feature is available for your Genea portal, Genea will automatically assign a User Group based on the Access Name attribute from the Transact event.
By default, Genea assigns a 'User' role to all users. Adjustments to the role can be made in the user profile if necessary.
Get Ready to Activate the Genea + Transact Integration
Before initiating the Genea + Transact integration, follow these preparation steps:
Enable External ID:
If the External ID attribute is not enabled in your Genea web application, follow these steps to enable it:
Log in to the Genea Web Application.
Navigate to User Management > Attributes.
Turn on the toggle for External ID.
Note: If you install Transact Integration, External ID attribute will be auto-enabled.
The External ID corresponds to the TSE Customer Number from the Transact system. Modifying this value may result in duplicate user creation.
Add User Group and Configure Physical & Portal Access:
To ensure seamless integration between Genea and Transact, you need to create a User Group in Genea that corresponds to the Access Name from the Transact system.
Open the created User Group. Navigate to the Configuration section and assign the Physical Access & Portal Access.
When Genea receives an access assignment event from Transact, it checks for a matching User Group.
If a corresponding User Group exists:
The user will be added to the respective User Group.
The user will receive the physical and portal access as per the User Group configuration.
If no matching User Group is found, Genea will not assign any physical or portal access.
Activate Transact Provisioning Integration on Genea Platform
Access the Integrations page within the Global Overview, locate Transact, and initiate the integration by selecting 'Install'.
Provide the Transact Primary Connection details and click Install. Genea will utilize this primary connection to establish a link with the Transact system, allowing Genea to monitor events.
If you do not possess a Transact Primary Connection, kindly reach out to the Transact team for assistance in obtaining it. Upon successful connection establishment, you will be automatically redirected to the Transact Integration Details page.
Genea will only encounter difficulties connecting with the Transact system if the Primary Connection is inaccurate or if the Shared Access Key has been modified in Microsoft Entra ID. To re-establish the connection, simply edit the Transact Primary Connection by clicking on 'Edit.'
Configure Card Formats for Transact Standard & Mobile Card Types
The Card Format Selection section within the Transact Integration page allows you to define the card format that will be applied to key cards created when events are received from Transact.
Currently, Genea only processes two types of card events received from Transact.
Transact Standard Card
Transact Mobile Card
To update the card format for either card type:
Click the Edit button in the upper right corner of the Card Format Selection section.
Choose the card format from the dropdown list under each card type and click Save to apply your changes.
Changing the card format will only affect newly created cards. The card format for existing cards will remain unchanged.
Transmit Events from the Transact System to Genea for verification
Initiate the event transmission from the Transact system and confirm their presence in Genea's portal for verification.
To verify, execute actions corresponding to specific events listed at the top of the article. Check if Genea processes these events as intended.
Confirm Event Processing
Validate the successful processing of events by Genea. Go to the Events tab and utilize the available filters to see the events based on status and TSE Customer Number.
In the event of unsuccessful or failed processing, click on 'View Details' to access the specific reasons behind it. i.e.,
If you need assistance or have any questions about this integration feature, please reach out to Genea Support at acsupport@getgenea.com.