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 |
Customer | User |
Access Name | Access 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 | CardRetied | AccessAssigned | AccessRevoked |
Important Points:
Genea exclusively processes events of Standard and Mobile card types received from the Transact system.
Genea will automatically assign an Access Group based on the Access Name attribute from the Transact event. Integration may be disrupted if the name is altered in either Genea or Transact.
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:
Create Custom Attribute: Create a custom attribute by adding "TSE Customer Number" (without quotes) in the Genea System if it’s not available. Genea will automatically map Transact’s Customer Number with the "TSE Customer Number" custom attribute.
Configure Access Group: Create an Access Group in Genea corresponding to the Access Name in the Transact System. If there is no match found, Genea will refrain from assigning any Access Group.
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 Azure. To re-establish the connection, simply edit the Transact Primary Connection by clicking on 'Edit.'
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.