Software Manual
Contents
1. AccessPilot Lock Software User Manual TimePilot Corporation 340 McKee Street Batavia Illinois 60510 www CrossOverLock com Contents 2009 TimePilot Corporation all rights reserved Table of Contents FOL OWONC ics a n a da es base kde eins Hardware overview ss AccessPilot software installation Running the AccessPilot software Software OVEFVIOW EE n eine Using the AccessPilot software Setting up users and assigning iButtons ceeccceseeeeeeseeeeeeees Sette UDIOEKS Le na naine Assigning users to the lock Restricting lock access Scheduled LOCK Change S riens Nains Dally RR CSU CUIONS araea centre Date Restrictions senna sde Lockout Dates Lan otestnssnede ententes tresses eee PrOD OTUCA Assigning Restrictions to users Other lock operations Setting the time and date on the lock S tLOCkK Parameters Anis se ne Adding users to the SOM Wales nes G TAUOIE TAILLES RS A A A AONA LOCKOVEMTIO E nn St seine One Time Use Keycode Setup Questions and answers HOMO EE dt er eee cc ce in TECMMICAl SUD DOM ER NN ECEN Appendix I Lock specifications cccccccccesseceeeeseceeeeeeeeeeenes Appendix II Importing iKeypad settings to AccessPilot Copyright 2009 TimePilot Corporation All Rights Reserved TimePilot Corporation2. 5 Name the spreadsheet Users xlsx or Users xls if you have an older version of Excel and save it to the Import Export folder that is in the folder that holds your AccessPilot data See the opening paragraphs of this section to determine its location Now you ll go through the same process with your locks 1 Click the Lock icon at the top of the iKeypad software screen to se Eternity4 ikpad V2008 09 27 te display a list of your locks See screenshot at right pram 2 When the list of locks appears see screenshot below click the Export button Eternity4 ikpad V2008 09 77 Lock Setting setting Operator Information Mission Management History System Configuration Help Quit EAD OBARA ih Mission Management mi J Add Delete Modify Query Quit dy Lock Information Que Read key Serial ID 0F0000106CF86801 eee Nema Storeroom Ly Lock status Ho Limit Storehouse M Lock Location Parts Department Lock Type Button Serial ID Lock Name g OFOO001 D6CFS6S01 Skoreroom Farts Department El GE FOOT DOU 4FBE 01 Back Door Shop back door New Lock Setup Mission _4 j Single Lock Key Assignment 3 Name the spreadsheet Locks xlsx or Locks xls if you have an older version of Excel and save it to the Import Export folder that is in the folder that holds your AccessPilot data Finally you ll create a spreadsheet for each lock that lists its auth
3. Lock Name HR Storeroom Location Headquarters I Model CrossOver x20 v3 0 I Building Administration Le 12 First we ll describe each of the choices then we ll show you how set them up Finally we ll show you how to apply them to your locks and users Scheduled Lock Changes What are Scheduled Lock Changes This function tells the lock to make a change to itself automatically based on the time of day The change can be from lock to unlock or vice versa and from Classroom to Storehouse Mode or vice versa or any combination of both This might be used if you wanted your lock to unlock automatically at 8 a m Monday through Friday lock at 5 p m Monday through Friday and remain locked over the weekend Setup First it s crucial that the lock have the correct time and date To set it see Page 17 Once that s done you can create your Scheduled Lock Change 1 Double click the name of the lock you want to set up Click the Scheduled Lock Changes tab 3 Now you have several choices o To simply put the lock into Storehouse Mode or Classroom Mode see the definition of these modes on Page 11 click the button next to Storehouse or Classroom Then click the Save button and transfer the changes to the lock o To have the lock change based on a schedule click Scheduled Lock Changes Lock Properties Existing Lock A The Scheduled Lock Cha n ges panel General Scheduled Lock Change
4. Make sure the Active box is checked If it is not checked ET the user will not be able to operate the lock 10 Now you have a choice If at least one of your locks has a keypad you can have your users operate the lock with a four to eight digit keycode or with an iButton or with both Click the checkbox next to one or both methods av nd ADI Another 9 e Ifyou chose keycode enter four to eight digits in the appropriate field e If you chose the iButton snap an iButton into the Blue Dot Receptor and click the Get iButton button The software will read the iButton s serial number and display it in the appropriate field You can also type the serial number in manually by reading it from the bottom of the iButton but using the Blue Dot Receptor is recommended e If you chose to use both perform both procedures above Your users will now have to tap their iButton then enter their keycode to operate the lock AccessPilot Admin Admin Rights File View Setup LockOperations Administrative Help Name IE Lock Model Location After you re finished setting up users your administration screen will look like the screenshot above Users appearing in the list to the left and no locks appearing yet in the list to the right Now set up your locks The following instructions assume you re still logged in to the AccessPilot software If you aren t start the software by clicking the icon on your desktop a
5. Start the AccessPilot software and enter your username and password 2 Click the Lock Operations menu and choose Set Lock Override from the menu that appears 3 Make your choice Always Open or Always Locked and follow the directions on the pop up screen 20 One Time Use Keycode Setup What is One Time Use Keycode Setup If your lock has a keypad CrossOver X25 or X15 you can set as many as 10 four to eight digit codes that will allow one time access to the lock These could be used if for instance a repairman needed access to your facility They could punch in their one time keycode and enter your facility Note Once the code is used it cannot be used again so you have a total of more than 11 million combinations Here s how to set it up 1 2 cr Start the AccessPilot software and enter your username and password Click the Lock Operations menu and choose One Time Use Keycode Setup from the menu that appears Follow directions on the pop up screen MAA 2 Questions and answers How do l Set up the lock I ve just purchased See Page 10 Add users to my lock See Page 12 Set up a user of the lock so they can operate the lock only on certain days between certain times See Page 14 Set up a user so they can operate the lock only between certain dates See Page 14 Set up a user for one time use of a lock with a keypad CrossOver X15 and X25 See Page 21 Set
6. 11 2009 Time 10 36 59 AM 10 37 05 AM 10 37 20 AM 10 37 25 AM 10 37 30 AM 10 37 42 AM 10 37 50 AM 10 37 57 AM 10 38 05 AM 10 38 08 AM 10 38 13 AM 10 38 15 AM 10 38 19 AM 10 38 25 AM 10 38 31 AM 10 38 36 AM 10 38 45 AM Lock HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom HR Storeroom User Womack Sheree Marsh Doug Womack Sheree Hanlon Mike Estok Brian Hanlon Tim Marsh Doug Hanlon Tim Estok Brian Hanlon Mike Womack Sheree Marsh Doug Marsh Doug Marsh Doug Estok Brian User Unknown Womack Sheree Transaction Type Unlock Denied Unlock Unlock Unlock Unlock Denied Unlock Unlock Unlock Unlock Denied Denied Denied Unlock Invalid iButton Lock iButton KeyCode Lock Invalid iButton Lock Lock Lock Lock Invalid iButton Lock Lock Lock Lock Invalid iButton d A A Cd CS Es Es 1 I Invalid iButton Invalid iButton o Entries in green are successful operations the user was authorized to perform the function described Entries in red indicate an unsuccessful operation For example the user was not authorized to operate the lock at all or the user wasn t authorized to operate the lock at that time An explanation of th
7. 340 McKee St Batavia IL 60510 USA 630 879 6400 www CrossOverLock com Part No 905180 2 Foreword Congratulations and thank you for purchasing a CrossOver iButton Lock and AccessPilot software This manual describes your new lock and explains how to use its features Before installing the lock on your door using the template included in your lock package you should install the AccessPilot software and use it to set up the lock s electronics How the system works 1 Tell the software 2 Save the changes to the what changes you yellow Program iButton want made via the Blue Dot Receptor 3 Touch the Program iButton to each lock to transfer the changes Here s an overview of how the lock and AccessPilot software work together 1 After the AccessPilot software and BlueDot Receptor are installed on a PC a supervisor tells the software which users get access to which locks He or she also decides when each user can have access to each lock either between certain hours or all the time 2 The supervisor snaps the Program Key into the Blue Dot Receptor The instructions for the lock are transferred from the software through the Blue Dot Receptor to the Program Key 3 The supervisor touches the Program Key to the receptor on the lock While the Program Key is in contact the instructions are transferred to the lock s memory When the process is complete the lock knows who is authorized to open What s in the box the
8. Follow the three steps at the bottom of the box Adding users to the software What does adding users to the software mean There may be times when you want to give another person access to the AccessPilot software so they add users and iButtons see who has permission to use a lock check audit trails and assign restrictions to users There are two levels of access Administrative rights This level gives the user full permission to perform all the functions of the software Non Administrative rights In this level the user has limited power in the AccessPilot program Generally they can view settings and other information but can t make changes or add users or locks to the system All they can do is o Retrieve and view audit trails from locks see the next section for a definition o Retrieve lock information 18 o View user profiles o See all lock properties general information who has been authorized to operate the lock restrictions that have been set up and assigned to users La AccessPilot 7 im Restricted Rights How can you tell which level you have If you don t have E seu Lock Operations Hep Administrative rights Restricted Rights will appear in the title bar and the Administrative menu won t appear in the menu bar See screenshot at right Here s how to give another person access Start the AccessPilot software are make sure you have administrative rights Click the Administr
9. door 4 Each user is issued an iButton Key a small key sized device that In the box you ll find fits on a keychain or a four to eight digit keycode or both To ock ronhar open a lock that they have been given access to all they have to Lock back hal do is touch the iButton Key to the receptor on the lock or enter Latch their keycode on the lock s keypad or both ae Plastic bag with installation hardware Mechanical Keys for emergencies and a cover for the keyhole on the front of the lock Installation templates What do I do next Here s how we recommend you start 1 Install the AccessPilot software and Blue Dot Receptor on your PC 2 Setup your users and assign them iButtons or keycodes in the AccessPilot software 3 If you re installing multiple locks use the software to set up the lock that will be used the least This will help you to understand how the process works without causing inconvenience The Management Kit includes e Software CD and manual e Program iButton e Blue Dot Receptor iButton keys are sold separately 4 Install the lock on the door using the template and instructions provided in your lock package 5 Set up and install the other new locks Lock Maintenance Except for occasional battery replacement the locks are maintenance free The lock is designed to handle 10 000 operations unlock lock etc before the batteries need replacing The lock will warn you when its batteri
10. second uses an optional teal colored DS1994 iButton which has a running clock inside it Here s the difference There is no clock inside the Program Key so if your lock is far from your PC the clock in your lock will be off by the number of seconds or minutes it takes for you to unsnap the Program Key from the Blue Dot Receptor travel to the lock and tap it to the lock s iButton probe If you use this method and your lock is far away it s a good idea to set the time to a few seconds or minutes later to allow for the amount of time it takes to bring the Program Key from the computer to the lock The teal colored DS1994 iButton has a running clock inside it When you transfer the time from the software to the DS1994 iButton the clock starts running and keeps accurate time When you touch the iButton to the lock the accurate time is transferred 17 Whichever iButton you use the process of setting the time and date on the lock is the same aa a Start the AccessPilot software Snap your Program Key or DS1994 Key into the Blue Dot Receptor Click the Lock Operations menu and choose Set Lock Date and Time A box will pop up containing the date and time that s currently on your PC You can accept that time or change the time and date to anything you choose If you want the clock to automatically correct for Daylight Saving Time click the appropriate box Choose the kind of iButton you re using see the introduction t
11. seconds after three consecutive invalid code entries e Key bypass Standard Schlage C6 on all units e Door preparation Standard ANSI A115 Series Prep modified by adding additional 5 8 through bolt holes to add stability to the lock and increase security e Strike plate ANSI Standard 115 3 Square corner 1 1 8 x 2 3 4 inch T strike with 1 1 4 lip to center dimension e Latch 2 3 4 inch backset standard 2 3 8 inch backset optional solid brass with inch throw 1 inch diameter bore is required e Materials Zinc alloy e Temperature 0 F 120 F 18 C 50 C e Exposure All weather conditions e Accessibility standard Meets ADA Americans with Disabilities Act standards 22 Appendix II Importing lock data from iKeypad Software into AccessPilot Moving your lock and user settings from your old iKeypad software into the new AccessPilot software is a simple process First you ll export the data in spreadsheet format then you ll import the data into AccessPilot Before you start you should know where on your hard drive you re storing your AccessPilot data How do you determine that Start the AccessPilot software The location is listed at the bottom of the login screen In the screenshot below the data is on the C drive in a folder called TPData Login Information Password C TPData tpAcce mdb Here s how to start the export process 1 Start the iKeypad software and log in 2 Click the Key Set
12. the time and date on my lock See Page 17 Tell whether have the optional DS1997 iButton key which contains an internal clock See Page 17 Lock out everyone from my facility for instance on a holiday even though users ordinarily would have access on that day See Page 15 Tell the difference between Classroom Mode and Storehouse Mode See Page 11 Set the lock to automatically unlock or lock at a certain time and day See Page 13 Find the reset button on my lock See Pages 4 and 5 Know when to replace the batteries on my lock See Page 4 Open the lock if the batteries are dead See Page 4 Know whether I have a 32 bit or a 64 bit version of Windows See Page 5 Get the data from my old iKeypad software into AccessPilot See Page 23 Set up a new user and assign him or her an iButton key See Page 9 Find out where on my computer network my lock data is being stored See Page 7 Make the red LED on the lock blink so I can see it at night See Page 18 Give another person the authority to assign iButton keys and make changes to my locks Or give another person the authority to see who has access to locks but NOT the authority to make changes or add users See Page 18 Make changes to a user s profile See Page 8 21 e Change my Security Code which confirms to your locks that your copy of the AccessPilot software has the authority to make changes See Page 6 e Set
13. 20 21 Note The lock reset button is on aS the battery plate 5 just below the 1 29 batteries CrossOver X30 X30 A iButton Reader B Front Handle Set C Latch D Battery Case Fixture E Battery Case F Backset G Back Handle H Battery Case Cover Note The lock reset button is just below the battery case E above the backset F Note The lock reset button is just below the batteries E above the backset F 7 2 AccessPilot software installation To start the installation process insert the software CD into your computer Note On most computers the installation screen will appear automatically If it does not select Start then Run browse your CD ROM drive and click the AccessPilotSetup exe file Operating System AccessPilot lock software is compatible with Microsoft Windows XP or Vista 32 bit or a 64 bit as well as Windows 98 The software s installation screen shown below will appear and 2000 All software must be installed using your Windows administrator account but all levels of Windows users can use the program cPly A NL gt Software Installation O Install Install View manual AccessPilot Blue Dot Receptor software driver Copyright 2009 TimePilot Corporation All rights reserved First click on Install Blue Dot Receptor Driver and follow the instructions to install the small software program that will all
14. Daily Restrictions This function allows you to restrict a user s access to only particular days and times each week You can have as many as 16 different categories of restrictions Example You can have one Daily Restriction give access only Monday through Friday from 8 a m to 5 p m and a user s iButton will be able to operate the lock only on those days and between those times Date Restrictions This function allows you to give a user access only between two dates and times Example Let s say you have a contractor coming into your facility to do a job that will last three days You could set up a Date Restriction for just those three days apply it to an iButton and give it to the contractor The contractor s iButton would give him or her access to your facility for just those three days and then their access would be denied Lockout Dates This function is essentially the opposite of Date Restrictions It allows you to deny access to certain users on particular dates and times Example Let s say Christmas falls on a Tuesday you re closed Monday Dec 24 and Tuesday Dec 25 and you don t want to give some or all of your employees access to your facility between midnight Sunday night and midnight Tuesday night You would create a Lockout Date that would run between those two times and dates Properties This shows a snapshot of the settings on the lock You retrieve the settings by clicking the Lock Operations menu and
15. a week When the dot appears you ll see that No Expiration now appears in the Date Restrictions field and Full Access appears in the Daily Restrictions field Existing Lo General Scheduled Lock Chang Lock Name HR Storeroorr Model CrossOver x2 The dots indicate that the middle two users here have access to this lock and the top user and bottom user do not 4 Ifthat s what you want click Save and follow the steps that will appear to transfer the instructions to the lock 5 Ifyou want to limit their access for instance to Monday through Friday from 8 to 5 p m see the next section on Lock Restrictions CrossOver Locks can handle as many as 500 users with iButtons or 500 users with four to eight digit keycodes Restricting Lock Access In the previous section you learned how to grant users access to a lock at any time by clicking the column to the right of their name in the Lock Properties screen There may be occasions when you want to give users access but restrict that access to something less than 24 hours a day and 7 days a week Or perhaps you want to have your lock automatically unlock at the start of business hours and lock at the close of business To do these kinds of things you ll work with the tabs across the top of the Lock Properties screen Lock Properties Existing Lock Tal Scheduled Lock Changes Daily Restrictions Date Restrictions Lockout Dates Pr
16. ates schedule that consists of holidays in 2010 Lockout Date Name New Year s Eve F r Most holidays will have a From Friday December 31 2010 M 2 00 00 Pm lockout period of 24 hours on To Friday December 31 2010 11 59 00 PM 25 New Year s Eve the lockout Nan Date Fron Time Fron Date T Time T _ begins at 2 p m and lasts until New Years Day January 1 2010 12 00 00 AM January 1 2010 11 59 AM j Martin Luther Kin January 18 2010 12 00 00 AM January 18 2010 11 59 PM 11 59 p m You re allowed 16 Memorial Day May 31 2010 12 00 00 AM May 31 2010 11 59 AM dates in a Lockout Dates 4th of July July 5 2010 12 00 00 AM July 5 2010 11 59 PM schedule To apply the Labor Day September 6 2010 12 00 00 AM September 6 2010 11 59 AM schedule toa particular lock and user just double click the Columbus Day October 11 2010 12 00 00 AM October 11 2010 11 00 PM Thanksgiving November 25 2010 12 00 00 AM November 25 2010 11 59 PM Christmas Eve Day December 24 2010 12 00 00 AM cember 24 2010 11 59 PM lock in AccessPilot s main Christmas December 25 2010 12 00 00 AM December 25 2010 11 59 PM screen then click the New Years Eve December 31 2010 December 31 2010 11 59 PM checkbox in the row containing the user s name in the list of users for the lock 4 Enter the ending date and time of the lockout in the Lock Properties Existing Lock appropriate bo
17. ative menu and choose Login User Setup Click Add user Enter the user s first and last names and give them a login name The login name will be case sensitive Click the Change Password button The Change Password box will pop up Enter the desired password twice and click OK to close it Passwords are also case sensitive If you want to grant the new user administrative rights click the appropriate checkbox Click Close The name will appear in the list of those with login rights a a ee CRU Get Audit Trail What is Get Audit Trail Every CrossOver Lock has memory and it remembers who used it and when The Get Audit Trail function enables you to download that information from a lock This is useful if for instance you want to see if a particular person accessed the lock at a certain time One of our clients even used it to solve a crime After a theft the client downloaded the lock s audit trail and found that an employee had accessed the lock many hours after his shift was over Here s how it works e ach time an iButton is tapped to the lock the lock records the date the time the iButton number and what occurred next the lock opened it locked it refused to open it downloaded information etc e When you retrieve the Audit Trail and import it into the AccessPilot software the software matches up the iButton number from the lock with the names and iButton numbers in the software e The A
18. ays a week access to the lock Because of that you ll see No Expiration in the Date Restrictions column and Full Access in the Daily Restrictions column 4 Ifyou want to set a Date Restriction double click the words No Expiration in the row of the users whose 16 ee 1 Double click the Restriction field 2 Choose a Restriction Rodet Crossfire 220 kr Mes striping 3 Click Save Copy Settings from another lock 4 Transfer the new settings to the lock Tis ou want to bamer the beck setting Le Lies bork Traer Lock Set bys Witt ard trance ayer access you want to limit A drop down menu will appear listing all the Restrictions you have created Click on one you want to apply to this user Do the same for Daily Restriction if desired If you want to apply your Lockout Dates to a user click the checkbox in the appropriate row When you are done click Save You ll be asked if you want to transfer your settings to your lock If you want to make the transfer now click Transfer Lock Settings and follow the instructions that appear If you want to make the transfer later click the appropriate button Please note Your Restrictions will not go into effect until you have transferred them to the lock O Other Lock Operations Setting the time and date on your lock There are two ways to set the time and date on your lock The first uses just your yellow Program Key the
19. ccessPilot software then displays the information in a table arranged by time e To print the audit trail click Print Preview e To view and print a compilation of all previously retrieved audit trails click View in the menu bar and choose View Audit Trail Here s how to retrieve the audit trail from your lock and display it Start the AccessPilot software and log in Click the Lock Operations menu and choose Get Audit Trail The Lock Audit Trail box will pop up Choose the number of records to retrieve from the lock The default is the last 100 times an iButton was touched to the lock whether the lock opened or not If you want more than the last 100 records choose a number from the drop down menu The maximum is 4 000 records 5 Follow the on screen instructions to download the data to your Program Key and import it into the AccessPilot software Above is a sample audit trail Some background on the sample o The lock is set in Storehouse Mode which means that it re locks itself five seconds after it is unlocked ae ee ea 19 Le AuditTrail DL Day QE Tue Auge 11 2009 Tue Aug 11 2009 LE Aue 11 2009 2 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug 11 2009 Tue Aug
20. choosing Get Lock Info The information is accurate as of the time you collected the information The settings include whether the lock was in Storehouse or Classroom mode whether Daylight Saving Time was enabled the firmware version of the electronics in the lock and the number of users given access to the lock 2 These fields describe the lock and its location This is the list of users who are available to be given access to the lock 4 The Name field will be empty Enter a name for the lock 11 5 Ifyou created a Location Buildings Floors and Areas in the previous section use the drop down menus on the right side of the screen to select the appropriate ones for this lock 6 Continue with the instructions below to assign users to the lock If you want to postpone that process and do it at a later time click Save Assigning users to the lock At the most basic level when you assign users to the lock they have access 24 hours a day 7 days a week Here s how you give a user access to a lock 1 While you re in AccessPilot s main administrative screen double click the name of the lock 2 The Lock Properties screen will open showing you details about the lock you just double clicked 3 Click the field to the left of a user s name A dot will appear indicating that the user has access This grants the broadest level of access these users iButtons will operate the lock 24 hours a day 7 days
21. ck the appropriate button and you ll be returned to the software s main screen 7 See Page 16 for instructions on how to assign this Restriction to a user TOANT Lock Properties Existing Lock In this example we ve created a Daily Restriction called Day Daily Restriction Shift which will give selected users the ability to operate the lock only Tuesday through Saturday from 7 a m to 6 p m If this restriction has been assigned to your iButton Key you won t be able to operate the lock at any other time General Scheduled Lock Changes Daily Restrictions Date Restrictions Lockout Dates Properties Day of the Week Begin End lt lt Remove Tuesday 7 00 00 AM 6 00 00 PM lt lt Remove Wednesday 7 00 00 AM 6 00 00 PM Thursday 7 00 00 AM 6 00 00 PM lt lt Remove Friday 7 00 00 AM 6 00 00 PM lt lt Remove Saturday 7 00 00 AM 6 00 00PM amp AGC gt gt Save Daily Restriction Changes i Delete Daily Restriction Date Restrictions What are Date Restrictions This function allows you to set up iButton keys that will allow a user to operate a lock for only a specified period of time This might be used if for instance a contractor needed access to your facility for a short time and you didn t want to give the person unlimited access 14 Lock Properties Existing Lock In this example we ve created General Scheduled Lock Changes Daily Restr
22. d the software you ll be taken through a step by step wizard to set up your users and locks For the following explanation we won t use the wizard 1 Start the AccessPilot software by clicking the icon on your desktop Log in with your username and password 3 First we ll do some preparation The AccessPilot software can list each user s department so we ll need to tell the software what departments are available maintenance sales human resources etc This step is optional If you don t create any departments everyone will be listed as a member of Department 1 4 Click the Setup menu item and then Set up Departments 5 Department 1 is already in the list if you want to change that to something appropriate for you click Edit Department and make the change Click the Add Department button to add another department Continue adding departments until you re done then click H Close 6 Now you can add users Click the Setup menu item again Sena New Profite then Add Person The Adding New Profile box shown at First Name right will pop up 7 Enter the user s first and last names in the appropriate boxes The Display Name box will show how the person s name Disgisy Hane will be displayed in the software Enstie Key Cod Enatie iButton 8 Choose one of the departments you just set up from the drop iii iiti down box on the right m 9
23. e first row On Tuesday August 11 2009 at 10 36 59 a m Sheree Womack unlocked the HR Storeroom lock with her iButton The lock re locked itself 5 seconds later An explanation of the second row On Tuesday August 11 2009 at 10 37 05 a m Doug Marsh tried to unlock the HR Storeroom lock with his iButton Access was denied because even though his name and iButton are listed in the software he was not an authorized user of this particular lock If he had used a keycode to try to open the lock the keycode he used whether it worked or not would be displayed in the last column An explanation of the 16th row On Tuesday August 11 2009 at 10 38 36 a m an unknown user tried to unlock the HR Storeroom lock with his iButton Access was denied The user is unknown because the person s iButton does not appear in the AccessPilot database Lock Override What s Lock Override With this function you can set the lock to remain locked or remain open until the Program Key is touched to the lock again If you do this the settings for individual iButton keys are ignored Therefore if the lock is set to Always Open it remains open until the Program Key is touched to it and anyone can enter if it s set to Always locked no one can get in until the Program Key is touched to the lock The second touch by the Program iButton cancels the override and returns normal functionality to the lock Here s how to set it up 1
24. ed to set up all your locks again because the locks won t recognize the new code 2 Be sure to write down your new security code you ll need it if you ever change it again Login User Setup Here s where you can add and delete users of the software and edit the login name and password for current users By default the first user of the software has the username of Admin your password was set up when you started the software for the first time Down the left side of the screen is a list of names of all those who have been set up in the software To see or change a person s profile just double click the name The user s profile page shown on next page will appear Editing Marsh Doug Profile Firs Hames Lait Hare Dray Mara Pinpin Hames Waren Doug J Enabie Hey Cassie On the right side of the screen is a list of the locks that have been set up To see the properties of a particular lock its users their restrictions and the lock s location double click the lock s name The locks are identified in the list by name model location building floor and area The seventh column is labeled DST if the lock has been set up to automatically correct its clock for Daylight Saving Time there will be a check in this column To set the lock for Daylight Saving Time see Page 17 Using the AccessPilot software First set up your users and assign iButtons If this is the first time you ve use
25. es get low the red LED will light up and it will beep three times but to be on the safe side we suggest replacing the four alkaline AA batteries every six months Be sure to insert new batteries within 5 10 minutes of removing the old ones if you do so all data in the lock will be retained If the lock s batteries are removed for a longer period of time you may have to reset the time in the lock For instructions on how to do so see Page 17 Each lock comes with a set of mechanical keys If your lock s batteries run out you can use these keys to gain access to the lock Do not store these keys inside the room that the lock is protecting 2 Hardware Overview PRET i X25 Back ni j sa HN Exploded views LN k j i CrossOver X25 and X20 a D P X20 has no keypad ia b P a all Rear handle a ir y i Ps Ne 43 n 5 Rear lock housing screws LEE woo Lee PLAE ea a GB i Rear housing wa a Mii Battery plate screw ae Battery plate LU 2 F Lu A in Rear rubber gasket LU NL VON EL Door Yoo ne Door 7 Latch screws D LR MR DNNRRRBRRRRRR RH N R 00 J o U1 5 amp N FR Dust boot Strike plate Front lock fastener post Square drive shaft Front rubber gasket Front lock housing Cotter pin Upper fastener post optional Attachment screw optional iButton reader Keypad SC4 cylinder Front handle X25 Front gT us Nr Tis r FE 19
26. hat is in the folder that holds your AccessPilot data 4 Repeat Steps 1 3 for each lock in your list In the Import Export folder you should now have a spreadsheet listing users a soreadsheet listing your locks and a spreadsheet for each lock listing its users Import Keypad Data All that remains is to tell the AccessPilot software to import 3 R j To import data from either the iKeypad or iKeypad4 software perform that information Here s how the following steps Export the Key List Lock List and the Key Lock Assignment data to Excel from within your iKeypad software 1 Start the AccessPilot software and log in From the File Menu click Import iKeypad Data RARE 3 The box at right will pop up Check to make sure the import location is correct then click the Import Click Import to import the exported data into the AccessPiot software Import Location button C TPData import Export caj 4 A box will pop up when the importation process is complete Click OK to clear the box then the Close button to clear the Import Keypad Data box Your locks and users will appear verifying that your data has been imported and the process is complete 25
27. ictions Date Restrictions Lockout Dates Properties a Date Restriction for a Date Restrictions Duct Cleaning icti company that will clean our Activates Wednesday October 21 2009 8 00 00 am facility s heating and air Expires Friday October 23 2009 5 00 00 Pm conditioning ducts The iButton Name Activation Date Activation Time Expiration Date Expiration Time Key we give the com pany will No Expiration No Expiration No Expiration operate the lock from 8 a m on Duct Cleaning October 21 2009 8 00 AM October 23 2009 5 00 PM Wednesday October 21 2009 until 5 p m Friday October 23 2009 The key will not operate the lock at other times You can have as many as 16 Date Restrictions Setup First it s crucial that the lock have the correct time and date To set it see Page 17 Once that s done you can create your Date Restriction 1 Click an unused field in the Name column EE Type a name for the Date Restriction in the appropriate box Click here 3 Now start building your Restriction Enter a date and time when access can begin and then a date and time when access expires 4 Click the Save Date Restriction Changes button at the top of the screen 5 Ifyou have more Date Restrictions repeat steps 1 through 4 When you re done click Save and Close You ll be asked if you want to transfer the information to the lock If you want to transfer the information immedia
28. ional purposes only Set Up Locations Set Up Buildings Set Up Areas and Set Up Floors When you set up a lock in the software you can indicate its location This is where you create the choices You could for instance identify a lock as being on the Third Floor Set up Floors of Human Resources Areas in Building 3 Buildings at Company Headquarters Locations These functions are for your organizational purposes only e Lock Operations These sub menus control all the functions of your lock O O Add New Lock Use this wizard to add a new lock to your system Get Lock Info This allows you to retrieve the lock s entire setup information including key assignments lock version number the current date and time and whether the lock is currently in Storehouse or Classroom Mode See Page 11 for definitions of Storehouse and Classroom Modes Get Audit Trail Each lock keeps a record of who used it and when You can download this information called an audit trail here Set Lock Date and Time Each lock has a clock inside it If you need to restrict access to certain times of day or will want to download an audit trail see above you ll need to set the time and date on the lock Set Lock Parameters This process allows you to set the lock s red light to blink if desired helpful if the lock is in a dark area but a slight draw on the batteries Also if the lock is in Storehouse Mode re locking itself shortly after each time it is
29. n times of day This might be used if you had employees who worked a day shift and you did not want to allow them back into your facility at night You re allowed up to 16 schedules and each schedule can have up to seven beginning and ending times Setup First it s crucial that the lock have the correct time and date To set it see Page 17 Once that s done you can create your Daily Restrictions Click an unused field on the left side of the screen See screenshot at right Type a name for the Daily Restriction in the appropriate box Now start building your Restriction For the first parameter click Add Choose a day a beginning time and an ending time Note You re allowed up to seven instructions per restriction they can be one per day or you can have multiple instructions in a single day For instance if you wanted to give a user access on Tuesday between 8 a m and 5 p m and also from 7 p m to 9 p m those would take up two of your instructions To add instructions repeat steps 3 and 4 5 Click the Save Daily Restriction Changes button to save the restriction you just created 6 Repeat the above steps for each Restriction you want to create When you re done click Save and Close You ll be asked if you want to transfer the information to the lock If you want to transfer the information immediately click the appropriate button and follow the instructions If you want to transfer later cli
30. nd log in with your username and password 1 First we ll do some preparation This is entirely optional but it will help you identify your locks especially if you have them scattered throughout your facility Click the Setup menu then Set Up Locations Here you can add a choice of locations for your locks Add your location s examples might be Headquarters or Illinois and when you re done click Close 2 Click the Setup menu again then Set up Buildings Add your buildings Administration Warehouse etc and when you re done click close 3 Repeat the process in Step 2 for Areas and for Floors Pre Lok Sriep Now it s time to set up your locks Use this process to initialize the lock and te add the lock to your system initructions Be Plugin the BueCiel Decegior med crag in Une Program Le 6 1 Click the Lock Operations menu and then Add New Lock 2 The New Lock Setup box will pop up Follow the on screen instructions to set the time and date on your lock and get the information from the new lock into the AccessPilot software Note Depending upon the lock model the reset button is located just above or below the batteries on the back half of the lock As you progress through the steps the grayed out text will change to black 10 Lock Properties Existing Lock General Scheduled Lock Changes Daily Restrictions Date Restric
31. o this topic for details Click the Load Instruction button When the instructions have been loaded onto the Program Key unsnap it from the Blue Dot Receptor and hold it to the lock s iButton receptor To have the lock automatically correct its clock for Daylight Saving Time see Page 17 Set Lock Parameters What are Lock Parameters There are two lock features that can be set here The time that the lock delays before re locking when it is in Storehouse Mode In Storehouse Mode the lock is opened with a touch of an iButton remains unlocked for a set number of seconds and then re locks itself Whether the red LED in the lock s iButton probe should blink The blinking red light makes it easier to see where to touch your iButton in dark areas but it is a slight draw on the batteries For advice on battery life see page 4 Here s how to set up both parameters he Start the AccessPilot software Snap your Program Key into the Blue Dot Receptor Click the Lock Operations menu and choose Set Lock Parameters The Lock Parameter Setup box will pop up By default a lock in Storehouse Mode remains open for 5 seconds before relocking itself If you want to change that to anything from 0 seconds to 25 5 seconds change the number in the field at the top of the box By default the red LED on the lock is set not to blink If you want to have it blink click the appropriate button in the Lock Parameter Setup box
32. opened you can set the delay before it relocks to up to 25 5 seconds Lock Override With this function you can set the lock to remain locked or remain open until the Program Key is touched to the lock again If you do this the settings for individual iButton keys are ignored Therefore if the lock is set to Always Open it remains open and anyone can enter until the Program Key is touched to it if it s set to Always locked no one can get in until the Program Key is touched to the lock One Time Use Keycode Setup If your lock has a keypad CrossOver X25 or X15 you can set as many as 10 four to eight digit codes that will allow one time access to the lock These could be used if for instance a repairman needed access to your facility They could punch in their one time keycode and enter your facility but once the code is used it cannot be used again Delete Lock Removes the lock from the software e Administrative These menu items allow you to change a lock s security code give others access to the software and change passwords O Lock Security Code When the AccessPilot software communicates with your locks it automatically uses this security code to verify to the locks that it has the authority to make changes You set your security code when you installed the software if you need to change your code an uncommon occurrence this is where it s done Important Notes 1 If you change your security code you ll ne
33. orized users 1 Still at the list of locks click on the name of the first lock The list of authorized users will appear at the 24 Eternity4 ikpad VZ008 09 277 Lock setine Operator Information Setting Mission Management History System Configuration Help Quit d OS A amp E D Q B o D Add Delte Modiy Print Epot mpat Quey Qua A Lock Information Quay By Serial ID Lock Name M Lock Name DE Lock Status Lock Location I Lock Location Lock Type Lock Type Seimo uk Name lock Location SY gt OF 0000 O6CF SES Stream Parts Department ma BEFUT DSF BEDI Back Door Shop back doc Singke Lock Key Astignmert New Lock Setup Mission 1 Click here to see a list of users authorized to operate this lock x Copy Lock Seting Assig es List F4 Key List Ngmed Operation Setting Maintenance Mission First Name oct Name User Type Serial ID Key Code Status HHike Hardon Button 7000001262763401 Active gt Doug Marsh iButton BEOOON 2B424A00r Active Get Audit Trail 2 Click here to export the data to a spreadsheet Setting User Level Administrator PC Time 7 28 2009 1 46 12 PM bottom of the screen See screenshot above 2 Click the Export button to the right of the Key List 3 Name the spreadsheet Authorized XXXX xlsx where XXXX is the name of the lock and save it to the Import Export folder t
34. ow the receptor to work When the Blue Dot driver is installed return to the installation screen above and click on Install AccessPilot Software You may be asked whether you have a 32 bit or a 64 bit version of Windows Here s how to find that out 1 Click the Start button on your desktop 2 Click My Computer In the System Tasks menu click View System Information 4 Your version of Windows will appear in the list of information If the version includes the words 64 bit you have a 64 bit version of Windows If it says 32 bit or does not mention whether it s 32 or 64 bit you have a 32 bit version of Windows Now the AccessPilot Setup Wizard will start Click Next then enter your name organization and serial number on the Customer Information screen Your serial number will be found either on a sticker on the inside cover of this manual or on a sticker on the envelope containing the AccessPilot CD Next you ll tell the program where to install itself Unless you re an advanced user and want to install the program in a specific place it s best to accept the location suggested by the software After reading the license agreement if you accept the terms click the button next to I accept the terms and Next The Ready to Install screen will appear Click the Install button to start installation When installation is complete you ll see
35. s Daily Restrictions Date Restrictions Lockout Dates Properties will appear at the bottom of the Lock Mode Storehouse Classroom Scheduled Lock Changes screen Build your schedule by choosing a mode a time and days See the screenshot at right B When you ve made your choices click Add Continue in this manner until you have all the instructions to the lock completed 4 Click the Save button and follow the instructions to transfer the changes to the lock Inthe screenshot at right Mae we ve created an example General Scheduled Lock Changes Daily Restrictions Date Restrictions Lockout Dates Properties where the lock will unlock sen itself and go into Classroom Storehouse Classroom Scheduled Lock Changes Mode remaining unlocked 4 Scheduled Lock Changes unless an authorized Sun Mon Tue Wed iButton is touched to it at Storehouse M som O O OF O 8 a m on Monday It will remain unlocked until 5 en p m At 5 p m the lock will lock itself and switch to Storehouse Mode It will remain in that state until Tuesday morning at 8 o clock when the process will repeat The lock will continue opening at 8 a m and locking at 5 p m until Friday night when it will remain locked and in Storehouse Mode until Monday morning Classroom Daily Restrictions What are Daily Restrictions This function allows you to limit users ability to open a lock to certai
36. tely click the appropriate button and follow the instructions If you want to transfer later click the Name the restriction here appropriate button and you ll be returned to the software s main screen 6 To finish the process see Page 16 for instructions on how to assign this Restriction to a user ae a Scheduled Lock Chances Dedy Fiesmcices L Date Restrictions Duct Cleaning f livatess year Lockout Dates What are Lockout Dates Lockout Dates are a group of days and times that users will not be allowed to operate a lock even if they normally have 24 7 access This function might be used to limit access to a facility on holidays for instance You can have as many as 16 Lockout Dates Please note Unlike other Restrictions you cannot choose which lockout dates will be applied to a user either a user gets all the Lockout Dates or he or she gets none Setup First it s crucial that the lock have the correct time and date To set it see Page 17 Once that s done you can create your list of Lockout Dates 1 Click on an unused field in the Name column 2 Give the Lockout Date a name in the field at the top of the screen 3 Enter the starting date and time of the lockout in the appropriate boxes 15 Lock Properties basting Lock In this example we ve created General Scheduled Lock Changes Daily Restrictions Date Restrictions Lockout Dates Properties a Lockout D
37. the AccessPilot icon shown at right on your desktop The first time you start the program AccessPilot will ask you where it should store the data it uses To create a new AccessPilot database click the appropriate button at the bottom of the screen and follow the instructions Open AccessPilot Database Open AccessPilot Database Selectia AccewMibet databate thal you have previouily worked wilh and tt Open Select a AccesPlot databace thal you have previoudly worked wilh and select Open COT POM Ep oes ME Create anew Acceuil database Create a new Acceuil databace dti z Case If you re re installing the software the database that holds the information about your locks and your users will appear in the box in the middle of the screen If you tell AccessPilot to use the previously established database you won t have to set up your users and locks again they ll be there when AccessPilot s main screen opens After setting up your database you ll be asked to set a password This password will be linked to the username of Admin when starting the program you can log in with the username of Admin and this password To add users and change passwords later see Page 18 Now you ll be asked to set a six digit Security Code When the software communicates with your locks it automatically uses the Security Code to verify to the locks that this installation of the software has the authority to make changes We s
38. ting icon shown at right 3 When the list of users appears see screenshot below click the Export button Eternity4 ikpad V2008 09 77 Key Setting Operator Information Setting Mission Management History System Configuration Help Quit TE RB 022 FPS amp Add Delete Modify Print Import Query Quit Mission Management re m 3 A B im a ri F D Query By Read Key First Name M Department M Last Name Status ce New Lock Setup Mission Single Lock Key Assignment Estok iButton E700001282018201 Active Support Marsh iButton BEO00001 2B 4244001 Active Parts Hanlon iButton 7000001282763401 Active Parts Womack iButton 8C00001 2B 1F 17301 Active Sales FA 23 4 Microsoft Excel will open with the data in spreadsheet format a Cu gt Sheeti Microsoft Excel Home Insert Page Layout Formulas Data Review View b Calibri u gt A a ee S General F 55 7 Paste B Z U E l E ZZEE a S s 8 328 Conditional Format VS s Formatting as Table Clipboard Font i Alignment l Number E Styles ve fe Key List Report C D E 2 Print Time HHHHHH 3 SerialiID First NamuLast Name Departme Title Address Contact in Status User Type Key Code 4 7000012E Brian Estok Support Active iButton 5 BE000012 Doug Marsh Parts Active iButton 6 70000012 Mike Hanlon Parts Active iButton 7 8C000012 Sheree Womack Sales Active iButton 8 m
39. tions Lockout Dates Properties Lock Name Access Door Location Headquarters Building Warehouse Model CrossOver x25 v7 0 BA Floor First Floor Area Loading Dock 1 Keycode Date Restrictions Daily Restrictions a Hanlon Mike Marketing go No Expiration Full Access Womack Sheree Sales Fj No Expiration Full Access Hanlon Tim Development l 3 When you complete the setup of your new lock the screen above will appear This screen gives you lots of control over the lock as described below lt 1S 1S Is Lockout Last Update 8 4 2009 2 36 22 PM 8 4 2009 2 36 22 PM What s the difference between Classroom Mode and Storehouse Mode These tabs give general information about a lock as well as let o Classroom Mode Once the you set Lock Restrictions which limit a user s access to lock is opened it will between particular times and dates See later sections in this remain unlocked until an manual for specific instructions on how to use each one They iButton is touched to the include lock to lock it General Lists the lock s name model and location o Storehouse Mode The lock Scheduled Lock Changes Sets the lock to remain in Classroom will re lock itself about 5 Mode or Storehouse Mode or sets the lock to switch from one seconds after each time it mode to the other at a specified time See the box at right to learn is opened the difference between the two modes
40. ts File View Setup Lock Operations Administrative Help Estok Brian Storeroom CrossOver x20 v7 0 Marsh Doug Back Door CrossOver x20 v7 0 Headquarters Hanlon Mike Womack Sheree At the top of the screen is the menu bar containing six items e File This contains two sub menus o Import iKeypad Data This allows those who are using the Eternity version of the lock software to import their settings into AccessPilot See the Appendix for step by step instructions o Exit Quits the program e View This contains one sub menu o View Audit Trail This function displays a list of who has used the lock and who has attempted to use the lock It also lists the date and time of the attempt See the instructions on Page 19 for details 7 e Setup With these sub menus you can add users to the system and configure your locks O Add Person This is where you add lock users to the system and assign them their iButtons Note If you want to edit a user who already exists in the system just double click on their name in the list on the left side of the screen Set Up Departments When you add a lock user you can indicate the department where they work by choosing from a list of departments This is where you create that list of departments maintenance sales human resources etc The department appears in the user s profile as well as in the list of those authorized to use each lock This function is for your organizat
41. uggest that you write down your Security Code and keep it someplace safe because once it is set you won t be using it on a regular basis If you need to change your Security Code an uncommon occurrence here s how Start your AccessPilot software click the Administrative menu and choose Lock Security Code Setup Fill in the fields and click OK Important Note If you change your Security Code you ll need to set up all your locks again because the locks won t recognize the new Security Code The software setup is complete You can continue in the wizard to set up your users or you can close the wizard 6 and set up users as described on Page 9 Be sure the read the next two sections of the manual they explain how to start the software and give an overview of the main screen Running the AccessPilot software When the AccessPilot software is installed an icon like the one to the right will appear on your desktop Click the icon to start the program Login Information This is where the AccessPilot User name data is kept on your computer You ll need this information if you move the software to a new computer Password The screen above will appear Type your user name and password and click OK to enter the program Software overview The software s main screen shown below has three parts The numbers on the screenshot are keyed in the text tm AccessPilot Admin Admin Righ
42. up my Blue Dot Receptor See Page 5 Technical support If you experience any difficulty installing or operating the AccessPilot software please contact TimePilot Technical Support at 1 630 879 6400 Ext 104 or e mail Technical Support at Support TimePilot com See the CrossOver Lock web site www CrossOverLock com for more tips and other information about the locks fA 2 Appendix l Lock Specifications e Keypad if applicable 12 all weather numeric buttons e Keypad Functions Temporary codes permanent codes audit trail of permanent codes used listing code time user name and whether entering or leaving e Power supply 4 standard AA batteries with a weatherized battery pack for all weather conditions e Power supply life expectancy 10 000 operations Low battery warning when system drops below 4 8 volts e Memory retention Flash memory never loses memory even without power e Programming Communication method Via Program iButton no annoying wires e iButton functions Locks can be programmed to lock or unlock at specified times or dates individual iButtons can be granted ability to operate lock at specified times or dates programmable exception dates holidays temporary access e Finishes Stainless steel or brass e Handle Lever e Audit trail Maximum 4 000 event audit trail e iButton users 500 e One time use keypad codes 10 e Permanent keypad codes 500 e Anti tamper Red warning light stays on for 60
43. xes General Scheduled Lock Changes Daily Restrictions Dat 5 Click the Save Lockout Date Changes button next to the Lockout Date name Lockout Date Name 6 Repeat steps 1 5 for each Lockout Date When you re done From Thursday MN august 06 click Save and Close You ll be asked if you want to transfer To Thursday Wugust 06 the information to the lock If you want to transfer the Name Date From Time From information immediately click the appropriate button and follow the instructions If you want to transfer later click the appropriate button and you ll be returned to the software s main screen then enter the 7 To finish the process see Page 16 for instructions on M how to assign this Restriction to a user name at the top of the screen Click an empty field in the Properties Name column What are Properties See the explanation on Page 16 O Assigning Restrictions to users Now that you have set up your Restrictions you can assign them to the users of your locks The procedure is the same no matter which Restriction you re using Here s how to do it 1 Start the software and double click the name of the lock whose use you want to restrict 2 You ll see a list of users at the bottom of the screen Users who have been given the ability to operate the lock have green dots in the first column next to their names 3 By default those users get full 24 hours a day 7 d
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