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B.A.S.I.S.® Offline Setup Guide

1. E Division E Location E Title E Visit Type locations and even custom cardholder information before actually creating the individual card holder records TE 2 Click the List that you want to add to so that check mark appears on the highlighted list Click Add Add the name of the building department etc that will appear in the cardholder screen drop down list 5 Click OK 6 Repeat steps 2 through 5 until all lists are completed Before you start adding cardholders make sure that you com pile all student employee contractor and other records that will need badges If you have a large database of people that will need badges you may want to consider using B A S I S Data Exchange a utility designed to make the process of importing large administration databases or meal card databases into B A S I S See your local representative for more information But to individually create cardholders follow these steps Chapter 5 Managing B A S 1 S G Cardholders Notes Completion of at least th name fi required to tem e last eld is porarily save the cardholder record Only complete those fields that are necessary for your busi ness or institu tion Note Tip To create a cardholder 1 From System Administration click Administration gt Cardholders 2 Click Add The Add Cardholders window displays Figure 5 2 Adding cardholders
2. First record 14 4 gt gt gt pi Next record 2 fea Ol Fast forward S _ S ST _ 10 records Last record 6 Use the search arrows to page through the records that met the search criteria 5 11 Chapter 5 Managing B A S 1 S G Cardholders Encoding existing cardholders Once a cardholder has been added with the proper badge information you re ready to encode the card For the com plete encoder installation procedure see page 3 3 Make sure that a check mark selects the card holder record to be encoded The encode button is available when a guest badge is selected 5 12 To encode an existing cardholder s badge 1 From System Administration click Administration gt Cardholders Click the Badge form tab 3 Search for the cardholder record that you want to encode For more information on searching see page 5 10 The Encode badge form displays Figure 5 12 Getting ready to encode a guest badge 4 System Administration System Account Cardholders 2 Application Edit view Cardholder Administration Access Control Monitoring Video Additional Hardware Window Help lolx l x x 24 tB BS ESSS0eB2c lt IRR a aopla mlu eE lla BE gt Slnar ae Last name First name Middle name Hassell Michael Cardholder ID Badge type BadgeID__ Issue Code Guest Reader Badge T
3. 10 In the Number of badges field enter the number of guest badges to be allocated to this lock reader from the total pool of badge IDs 11 For a common door only In the Badge Start Number field enter the starting badge number for the subset of numbers to be used in this lock reader The badge end number is automatically calculated from the numbers entered 12 Click OK 13 Repeat steps 3 12 for each lock reader to be defined B A S I S G Lock reader programming is now complete If you have finished the tasks up to this point you have com pleted all steps necessary for the programming of B A S I S G functionality However for B A S I S V functionality that is the use of time zones access levels holidays etc that you may want to use for B A S I S G lock readers see the B A S 1 S System Administration User Guide For a complete list of features comparing B A S I S V and B A S I S G see Feature comparison of B A S I S G and B A S I S V on page 2 7 If you assign cardholders using access levels to B A S I S G lock readers you will need to use the PDA to update the locks Setting up and Maintaining B A S 1 S Offline Locks This section describes how to use your B A S I S Transport software The following topics are covered Introducing B A S I S Transport The B A S I S Transport software application lets you E program B A S I S G and B A S I S V Locks by transferring reader configur
4. Extended Strike 5 Offline Port ler ERE a r fifine Guest Suke The automatic Hee fa Cut Off on Close art n g fo r d Reader Modes a De Na Activate Strike on online reader Unine eer T Elevator mo d e a l lows Automatic Ea ee Verify Keypad alpen the lock to use Offline r zi Seo Slave Reader Attached time zone con T Allow User Commands E trol and token control when programmed for both 4 Inthe Name field type the name of the reader 5 Inthe Panel field select the virtual offline access control 6 Inthe Type field select Guest Chapter 3 First time B A S 1 S Offline System Configuration Defining the Guest reader lock Notes In the B A S I S software locks are referred to as readers to conform and maintain consistency with B A S I S online ter minology conventions You can define up to 64 readers or locks for each virtual offline access control panel And each reader or lock will accept up to eight different card formats It would be highly unusual to use this many formats in one lock In this section you will define a guest reader or lock To define a Guest reader lock 1 From System Administration click Access Control gt Readers 2 Click the Reader tab if not already on the reader tab 3 Click Add The Add Reader window displays Figure 3 7 Defining offline guest readers GO Application Edit Yiew Administration Access Control Monitoring Video Additional Hard
5. x System Administration System Account Cardholders Adding All Application Edit View Cardholder Administration Access Control Monitoring Video Additional Hardware Window Help l x ei 24 S 1B Be e S aoa le XR Zoos h VOEBRMls e gll ga m t ae ER Cardholder e Badge lu Access Levels Biometrics Visits wil Assets 9 Director Accounts 4 Guard Tours E Reports Last name First name Middle name Cardholder ID Badge type Address fC Title City Department H State Zip code Division F Ei Phone Birth date Location Badge ID E Issue code E mail Building Floor N OOOO O O e z Prints X Record last changed Office phone Extension acia Deactivate OK Cancel Clear Clear All Capture Import Person type Cardholder Cardholders Adding All Adding all Num a 3 Complete all appropriate fields in the form Completion of at least the last name field is required to tem porarily save the cardholder record Only complete those fields that are necessary for your business To more efficiently add cardholders use the B A S 1 S List Builder feature described on page 5 3 4 Click the Badge tab Chapter 5 Managing B A S I S G Cardholders The badge form displays Notes Figure 5 3 System Administration System Account Cardholders Adding Badge Application Edit view Cardholder Administration Acces
6. Programming cable 1 Connect the serial cable to the PDA Connect the serial cable to the programming cable 3 Connect the programming cable to the lock s communication port The connector snaps into place Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes To start B A S I S Transport O On the PDA tap Start then Programs then BAS then Transport The Main window appears as shown in Figure 4 5 Figure 4 5 B A S I S Transport Main window A BASIS Transport Configure Yiew Help To transfer a panel reader configuration to a lock 1 Connect the PDA to the lock See page 4 5 2 Start B A S I S Transport See page 4 6 3 From the B A S I S Transport Main window on the PDA tap View then Transport The Transport window shows the Panel Reader Tree You can expand the entries in the Panel Reader Tree to see the hierarchy of access control panel reader configurations on the PDA See Figure 4 6 sign to col lapse Click the plus sign to expand Note Figure 4 6 Panel Reader Tree A BASIS Transport Panel East Wing Floor 1 Click the minus Ba West Wing Floor 1 Transport iew Help E To expand a panel tap the plus sign to the left of the panel To collapse a panel tap the minus sign to the left of the panel 4 Highlight the reader configuration that you want to 5 Tap Transport then Configure Lockset Figure 4 7 Logi
7. encoded onto the card Setthe access control track to 3 Make sure to adjustthe total characters on the track to the correct access con trol data length A two digit issue code is preferred for B A S I S G Define the name facility code total characters and the guest format Facility Code 1234s I Guest Format Badge Offset Number p Access Control Track fs aj Total Characters on Track 3 129 a I Minimum r Access Control Fields on Track 3 Field Length Field Order Offset from Start of Field Pad Truncate on Left 0 N A Track 3 Facility Code Card Number a eee I Hae Jesue COdE scene je Be Field Order amp Offset Contiguous Starting at Beginning of Track 3 Custom Fields Appended C Determined by Custom Fields 4 A P2 OK Cancel Clear Hep Modify Mode Cose i E FA Card Formats Ready Chapter 3 First time B A S 1 S Offline System Configuration 4 Type the name of the card format A typical name for the Notes guest format is Guest format 5 Complete all appropriate fields including facility code access control track total characters on track and the guest format check box Defining badge types To use B A S I S G functionality you must define a guest badge type This badge type allows you to define and allocate a range of badge ID numbers that will be programmed into the lock
8. guard tours E reports 4 Select and complete any one or any combination of fields For example to search for all students on the first floor of Johnson East dormitory the following screen shows that two data fields are necessary Figure 5 10 Example of searching for all Johnson East first floor residents 4 System Administration System Account Cardholders Searching Application Edit View Cardholder Administration Access Control Monitoring Video Additional Hardware Window Help ls 24 i Deea O al En Boe o 9h GRR s e Al Sa mn ta o ER Cardholder E Badge lu Access Levels Biometrics R Visits mil Assets 2 Director Accounts 4 Guard Tours E Reports Last name First name Middle name Cardholder ID Badge type Title zi City Department X State Zip code Division zl Phone Birth date Location Badge ID z E mail Building Floor Johnson East Dormitory w Poo Prints Activate Issue code Searching specifically for residents of J 0 h nson E ast Cancel Clear Clear All Last Search Import Record last changed Office phone Extension Deactivate Dormitory ee Persontype kab o n on the first Cardholders Searching floor 5 Click OK The search arrows appear in the lower right hand corner of the screen Figure 5 11 Search arrow definitions Previous record Rewind 10 records Deactivate J
9. the programming cable connector and unplug the programming cable from the lock s communication port See Figure 4 8 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Figure 4 8 Disconnecting the programming cable from the lock penan Button on the programming cable connector If you are updating the configuration for the lock 1 Enter the lock s password in the Enter Password field For instructions to use the PDA s virtual keyboard see the documentation provided with the PDA Note The password for a lock is the password programmed for the reader in the virtual access control panel You must enter the password exactly as it was entered in the Password field on the Offline Lock form in the Access Panels folder Capitaliza tion must be the same The default password is BEST If the lock has a dual validation reader with keypad m To keep the user PINs already programmed place a check in the Preserve user pins checkbox m Or to reprogram the lock with the PINs stored in B A S I S remove the check from the Preserve user pins checkbox Caution If users have reprogrammed their PINs at the lock and you do not preserve the user PINs users will no longer be able to access the lock Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Caution Note Example of changing your PIN 4 10 To manually change the PIN in a B A S LS
10. B A S 1 S Offline System Configuration Installing the PDA Notes The Personal Digital Assistant PDA is your link from the B A S I S workstation to the B A S I S G and V lock With the help of your computer network administrator if nec essary perform the following steps to set up the connection between the PDA and the B A S I S workstation To install Microsoft ActiveSync 1 Connect the PDA to the B A S I S workstation 2 Install Microsoft ActiveSync 3 When prompted set up a partnership with this computer and remove all check marks associated with programs 4 Restart the computer after ActiveSync completely installs Test the encoder and confirm ActiveSync connectivity before proceeding To test the encoder see page 3 4 Note When ActiveSync is running the ActiveSync icon shown in the taskbar on the PC s desktop is green When ActiveSync is not running the icon is gray Chapter 3 First time B A S 1 S Offline System Configuration Notes Note Installing B A S I S Transport Confirm that the following requirements are met for running B A S I S Transport For detailed instructions see the B A S I S Installation amp Configuration User Guide O B A S I S System Administration is installed O B A S I S Communication Server is installed O Microsoft ActiveSync is installed O A connection is established between the PDA and the PC using ActiveSync Before you can install B A S I S Transp
11. Cylindrical Mi Chassis Volume 23895 Look Ahead Look Ahead Enabled Offset 1 m G sest Parameters J Common Door Badge Type Lockset Memory 128 KB X Range 3 Guest Badge Type Cardholders 100 E Number of Badges 10 Events 9354 Badge Start Number 2000 Badge End Number 2009 Modify Mode Cancel Clear Help J Multiple Selection AI Readers Close Ready RA 5 In the Chassis Type field select the chassis type that the lock reader has The custom chassis type enables the modification of the chas sis volume The chassis volume is a value used by engineers that relates to the number of turns of the motor that is required to unlock the lock Only use the custom chassis type at the direction of a technical support engineer or specific instructions enclosed with the lock 6 Inthe Cardholders field select the total number of cardholders that will need to access the lock reader 7 Inthe Look Ahead section select the look ahead offset and range Normally for B A S I S G locks the offset is set to 1 and the range to 3 For more information on guest functionality see page 2 4 3 17 Notes Chapter 3 First time B A S 1 S Offline System Configuration Notes 3 18 Note 8 Inthe Guest Parameters section select whether the lock reader will be a Common door 9 Inthe Badge Type field select a guest badge type from the list that was created See page 3 9
12. Encode button to start the encoding process If the issue code is at zero the following confirma tion is displayed Figure 5 4 Question regarding the issue code Increment Issue Code xi The current issue code for this badge is 0 If you are re issuing this badge to the same cardholder you should increment the issue code Do you wish to increment Click Yes to re issue this badge for example lost card Click No if you are assigning a new badge for example adding a cardholder or room changes Click Cancel to cancel this operation I Cancel 8 Click No The Encode Badge window displays Figure 5 5 Choosing a card format to encode Encode Badge Badge ID 2010 Choose a format to encode Last Encoded GA Guest format Magnetic Encoder ast dormitory 9 Make sure that the checkmark is on the card to be encoded then click Encode The encoder is initialized and prompts you to encode the card Figure 5 6 The encoder is ready for the card swipe Please slowly swipe the card HEELEDER BERR E Chapter 5 Managing B A S I S G Cardholders 10 Slowly swipe the card through the encoder as shown Notes below Figure 5 7 Swiping the magstripe card through the encoder Encoder LED _ gt Encoder slot widens here Q bl TT 11 Confirm that the encoding is complete Chapter 5 Managing B A S 1 S G Cardholders Notes Modifying cardholders
13. ID zl E mail Building Floor bpaival students asbury edu fohnson East Domitoy S p Pints Activate Issue code Record last changed Office phone Extension Deactivate Cancel Clear Clear All Capture Import Person type meifelstalleletg Cardholders Adding All Adding All 4 Select and change the field or fields that you want to change 5 Click OK Chapter 5 Managing B A S I S G Cardholders Deleting cardholders Notes To maintain a high degree of security when someone gradu ates retires is transferred resigns or is terminated that per son s computer record along with the person s badge must be deleted or inactivated To delete a cardholder 1 From System Administration click Administration gt Cardholders 2 Search for the cardholder record that you want to delete For more information on searching see page 5 10 3 Click Delete Click OK A confirmation window displays Figure 5 9 Confirming the cardholder to be deleted System Administration 2 re you sure you wish to delete this cardholder 5 Click Yes The cardholder record is deleted from the database Chapter 5 Managing B A S 1 S G Cardholders Notes Searching for cardholders Tip 5 10 The search facility of B A S I S is extensive and is an impor tant function that can be used for many reasons It s impor tant to understand how to search if you re m modifying a cardholder m
14. When a cardholder s name location title or any other piece of data changes use the modify function of the same card holder forms that you used in adding a cardholder To be able to synchronize changes in other administration databases or meal card databases you can use the Data Exchange application the same utility used to import data For full import and export to and from ODBC compliant data bases including Odyssey s CBORD meal card system use B A S 1 S Interface To modify a cardholder 1 From System Administration click Administration gt Cardholders 2 Search for the cardholder record that you want to modify For more information on searching see page 5 10 3 Click Modify The Modify Cardholders window displays Figure 5 8 Modifying cardholders x System Administration System Account Cardholders Adding All Application Edit View Cardholder Administration Access Control Monitoring Video Additional Hardware Window Help js 26 G 2B Be GasessaBzio lt BR Boe S 9h eE tla AR gt S 2 ER Cardholder Badge ls Access Levels Biometrics R Visits mil Assets 3 Directory Accounts 4 Guard Tours E Reports Last name First name Middle name Palivala Baskar Ww Cardholder ID Badge type 887483 Guest Badge Type X Address Title z City Department Student life z State Zip code Division X Phone Birth date Location Badge
15. a user defined type Custom Special days of the year can be catego rized as one of eight types Time Zones are necessary for the use of Access Levels A time zone can be com prised of up to six intervals Access Level assignment to readers Reported through the activation of LED s and the lock internal sounder Communication password is configured at the Access Panel level The PDA will support the capability of per forming diagnostics on the lockset always config logged urable track3 tracks 1 amp 2 a a E 2 32 a a a a a 8 32 4 32 a a a a a a a a Chapter 2 Architectural overview B A S IS Motes Feature Description G V Cycle count The lockset will maintain a current count m E reset of access grants The count can be reset by the user Dlagnostics This code provides some feedback of the m E code lockset s status Backup bat Displays the current level of the backup E E tery level battery Electronics Displays the current level of the main a a level electronics battery Unlock once This feature allows for the unlocking of a a the door for the unlock duration Reader mode This feature allows for the setting of the E E current operating mode directly to the reader through the PDA This action would override the online mode set at the management system level All online reader modes are supported Reader sup Dual Validation E E port Magstripe track3 tracks 1 amp 2 Smart Card E HID Proxi
16. con trol The online mode will change only after disconnecting from the lock The following online modes are available m Automatic The lock is under time zone control m Card Any valid card in the lock s database can access the lock m Card and PIN Any valid card and PIN combination pro grammed in the lock s database can access the lock m Card or PIN Any valid card or PIN programmed in the lock s database can access the lock m Facility Code Any card with a valid facility code can access the lock m Locked The door is locked All cards and PINs are denied access m Unlocked The door is unlocked 4 17 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes 4 18 To change a lock s online mode perform these steps 1 Ifyou are already viewing diagnostics information for the lock go to Step 2 If you are not viewing diagnostics information for the lock perform Step 1 through Step 7 on page 4 16 2 From the B A S I S Transport Diagnostics window on the PDA Figure 4 11 on page 4 14 tap Diagnostics then Set Online Mode then the mode that you want A confirmation message appears Select OK When you have finished using diagnostics features perform Step 8 through Step 10 on page 4 16 Unlocking a door temporarily You can use the PDA to unlock a door for the default duration programmed for a lock This feature is useful when you need to access the inside of the do
17. dual validation lock If you must use your card and PIN to unlock the door during some or all time periods change your PIN periodically for added security You can change your PIN only during a time period when both your card and PIN are required to unlock the door For more information about changing a lock s mode see page 4 17 Do not write your PIN on your card or in a place where some one might see it 1 Use your card at the lock 2 From the lock keypad immediately enter your current PIN The red light remains on indicating that you can change your PIN 3 Immediately enter your new PIN 4 Immediately re enter your new PIN The green light flashes to indicate that you success fully changed your PIN If you make a mistake re entering your new PIN three short tones sound and the red light turns off Start over with step 1 and use your old PIN for step 2 1 Use your card 2 Enter 1234 3 Enter 4321 4 Re enter 4321 To exit B A S I S Transport O From the B A S I S Transport Main window on the PDA tap View then Exit Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Retrieving history records Note History retrieval overview To retrieve and view history records from a B A S I S G or B A S 1 S V Lock you need to m Transfer the history records from the lock to the PDA See the next section m Transfer the history records from the PDA to the B A S 1 S P
18. functionality is not needed a standard card format can be used or configured for a reader assignment through access levels Badges using standard formats on compatible tracks can only be assigned readers through access levels To define a card format 1 From System Administration click Administration gt Card Formats The Card format form displays 2 Click Add The Choose Card format type window displays Chapter 3 First time B A S 1 S Offline System Configuration Notes When the guest format check box is selected the data is offset from the start of the card by the fact that the activation Choose Card Format Type xi Please choose the type of card format you wish to add 4 _ Card Format Type a Choose the Magneti appropriate Smart Card aie Wiegand card format Cancel 3 Choose the appropriate card format and click OK The modify card format window displays Figure 3 2 Defining card formats u System Administration System Account Card Formats Ol x 3 Application Edit view Administration Access Control Monitoring Video Additional Hardware Window Help l x x 24 Ss 2B Be BSssSee aca eX g oo op t mlu eE lla eglle Sla m t ae gt Card Format Type Card Format Custom Encoding Name Guest format Type Magretic I Asset Format Guest Format Magnetic 3 EZ Magnetic Format Magnetic 1 Ewiegand Format Wiegand 2 and deactiva tion dates are
19. page 4 17 Unlocking a door temporarily on page 4 18 Resetting the use count on page 4 19 Clearing the diagnostics code on page 4 20 o HH E When you have finished using diagnostics features tap Diagnostics then Disconnect The PDA closes communications with the lock 9 To return to the Main window tap View then Main 10 To disconnect the PDA from the lock press the button on the programming cable connector and unplug the programming cable from the lock s communication port See Figure 4 8 on page 4 9 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Changing a lock s online mode Notes When a B A S I S G or B A S 1 S V Lock s mode of operation is determined by its programming the diagnostics informa tion for the lock indicates that the lock s online mode is Automatic In effect the lock is under time zone control For information about defining time zones for a lock see the B A S 1 S System Administration User Guide You can use the PDA to select a specific online mode of oper ation for a lock and override time zone control The selected mode remains in effect until you restore the lock to time zone control by setting the online mode to Automatic For example during an emergency you might set a lock s online mode to Unlocked so that emergency personnel can access the room When the emergency is over you can set the lock s online mode to Automatic to restore time zone
20. the number of history records that were transferred B A S I S Transport does not need to be running during this process Viewing history records After you have transferred lock history records from the PDA to the B A S I S PC you can use System Administration to generate reports using the records For example you can use the All Events Over Time report to view and or print all of the history events transferred from the locks For instructions see the B A S 1 S System Administra tion User Guide 4 13 Notes Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Using diagnostics features 4 14 Diagnostics overview Figure 4 11 B A S I S Transport Domestics window A BASIS Transport 4 44p Firmware ID BA_LKS Version 1 01 Diagnostics Code Ox0000 Online Mode AUTOMATIC Use Count 0 Main Battery Backup Battery BAD Diagnostics iew Help E You can use B A S I S Transport to view diagnostics informa tion for a lock Figure 4 11 shows an example of the diagnos tics information provided The table below describes each of the fields in the Diagnostics window This field Shows Firmware ID indicating the type of firmware in the lock Technical ID support personnel may ask you to provide this infor mation Version Version number of the lock s firmware Technical sup port personnel may ask you to provide this informa tion Chapter 4 Setting up and Ma
21. B A S LS Offline Setup Guide Copyright 2004 Stanley Security Solutions Inc and Stanley Logistics Inc All rights reserved Printed in the United States of America Information in this document is subject to change without notice and does not represent a commitment on the part of Stanley Security Solutions Inc The software described in this document are furnished under a license agreement or nondisclosure agreement This publication is intended to be an accurate description and set of instructions pertaining to its subject matter However as with any publica tion of this complexity errors or omissions are possible Please call your Stanley Security Solutions Inc distributor or Best Access Systems at 317 849 2250 if you see any errors or have any questions No part of this man ual and or databases may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information storage and retrieval systems for any purpose without the express written permission of Stanley Security Solutions Inc This document is distributed as is without warranty of any kind either express or implied respecting the contents of this book including but not limited to implied warranties for the publication s quality performance merchantability or fitness for any particular purpose Neither Stanley Security Solutions Inc nor its dealers or distributors shall be liable to the use
22. Badge type is an ID Credential Center function used in the configuration of Guest products and determines the block or pool of badge numbers to be allocated to a group of locks Also badge type determines the card format to be encoded on the badge In this instance think of the badge type as a way of allocating a block of badge numbers to a facility building or other group of related guest locks Applica A badge type could be used to allocate a pool of badge num tion note bers for a dormitory from which smaller blocks of numbers could be obtained for the individual dormitory units Chapter 3 First time B A S 1 S Offline System Configuration Notes To define a guest badge type 1 From System Administration click Administration gt Badge Types The Badge Types form displays 2 Click Add The modify badge type window displays Figure 3 3 Selecting the Guest class for B A S I S G badge type s System Administration System Account Badge Types oi x GA Application Edit view Administration Access Control Monitoring Video Additional Hardware Window Help _ x e a B 1B Be GsssaeB roe lk ROO SoS Oh EEFT SH gt S 2e Be gt g Badge Type Printing Encoding Required Fields Badge ID Allocation Guest Defaults Name Guest Badge Type Choosing the Slass Guest x IT Disposable Guest classifica an Default deactivation date tion enables the features of the Badge ID Allo
23. C See page 4 13 m Use System Administration to generate reports using the transferred records See page 4 13 You can retrieve history records from multiple locks and then transfer all of the records to the PC at the same time Transferring history records from a lock to the PDA 1 Connect the PDA to the lock See page 4 5 2 Start B A S I S Transport See page 4 6 3 From the B A S I S Transport Main window on the PDA tap View then Transport The Transport window shows the Panel Reader Tree When transferring history records from the lock you do not need to highlight a reader in the tree 4 Tap Transport then Get History The Login window appears as shown in Figure 4 9 Figure 4 9 Login window Enter Password 5 Enter the lock s password in the Enter Password field For instructions to use the PDA s virtual keyboard see the documentation provided with the PDA 4 11 Notes Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes 4 12 Note The password for a lock is the password programmed for the reader configuration s access control panel You must enter the password exactly as it was entered in the Password field on the Offline Lock form in the Access Panels folder Capitali zation must be the same 6 Tap OK A message appears stating Attempting login Please swipe acard 7 Use the temporary operator card to activate the lock The lock b
24. Modify Delete Help 1 of 4 selected Close 4 Badge Types 6 Select the appropriate card format to be encoded for the badge type 7 Make sure that a check mark appears next to the selected card format 8 Click the Badge ID Allocation tab The Badge ID Allocation window displays 3 11 Chapter 3 First time B A S 1 S Offline System Configuration Notes Enter the appro priate range of badge IDs for your applica tion Applica tion note 3 12 Figure 3 5 Entering the range of Badge IDs 1 System Administration System Account Badge Types ofi Xx GA Application Edit View Administration Access Control Monitoring Video Additional Hardware Window Help _ 6 x x 2 27 Y a B Be Gssseslaoae lt FEELER ERAFEFE CELLE Badge Type Printing Encoding Required Fields Badge ID Allocation Guest Defaults I Use system settings for badge ID allocation Automatic IV Use different settings for badge ID allocation of this badge type Generate badge ID Guest Allocation IT Allow edit of badge ID First issue code jo IV Auto increment issue code ID Ranges First ID Number of IDs Last ID Add 2000 500 2499 pat Modify Delete Allocated ranges Number of IDs OK Cancel Clear Help Add Mode 4 Badge Types 9 Enter the First ID number in the badge range that you want to create Make sure to allocate a range of badge numbers that will
25. S I S G System in good working order This section will help you master these activities Chapter 5 Managing B A S 1 S G Cardholders Notes Editing cardholders The first of the three activities editing cardholders involves the following m Adding m Modifying m Deleting Adding cardholders Although it s not required to make the process of adding cardholders more efficient we recommend using the List Builder feature of B A S I S This feature allows you to build lists of departments names building names locations and even custom cardholder information before actually creating the individual cardholder records In the cardholder screen the following are fields are drop down lists that the user can pick from If these lists are com piled before adding cardholders users can create cardholders quicker and more consistently m Title Department Division Location Building Chapter 5 Managing B A S I S G Cardholders To create lists of cardholder data Notes 1 From the System Administration application click Administration gt List Builder The List Builder screen displays Figure 5 1 Simple Lists uild lists of Lists List Contents 9 Items epart T y E Badge Status names build E Building Ing names f Department Athletics Chaplin s office Dean of men Delete Dean of women Faculty life President s office Registrar s office Student life z Validate Lists
26. an online application most access control deci sions are performed by a component called an Intelligent System Controller ISC or Access Panel The ISC is a circuit board with on board memory and this on board memory must be configured by users who understand access con trol functions and features Chapter 2 Architectural overview Notes This configuration is accomplished through an operator entering data on or through a computer called a server In the world of B A S I S this server is a computer where the access control system database resides An operator can enter con figurations in the server database through a B A S I S appli cation that resides on the server or through one of many possible B A S I S workstations that exist on the access con trol network Chapter 2 Architectural overview B A S I S online and offline diagram Le d D m ig Encod l B A S 1 S G V Workstation PDA The B A S I S system is capable of being configured as both an online and an offline access control system This means that with B A S I S you can manage readers locks control lers in fact any access control hardware whether or not they are wired directly to a panel or not This diagram describes a typical combined online and offline B A S I S system Figure 2 1 B A S I S online and offline diagram overview I Server Workstation LAN WAN Alarm Output RIM Board R B A S I S Offline D
27. ations from B A S I S System Administration to the locks m transfer history records from B A S I S Locks to System Administration m view diagnostics information for B A S I S Locks In addition you can use Transport to unlock a B A S I S Lock without using a card or PIN You also can change the lock s mode of operation 4 1 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Programming locks Note To program a B A S I S G or B A S I S V Lock you need to O Define an access control panel and reader configuration for the lock using B A S I S System Administration For more information see page 3 7 of this guide as well as the B A S 1 S System Administration User Guide O Transfer the reader configuration from the PC to the PDA See the next section O Transfer the reader configuration from the PDA to the lock See page 4 10 Transferring reader configurations from the B A S 1 S PC to the PDA After you have used System Administration to create the reader configurations for the locks you want to program you can transfer the reader configurations from the B A S 1 S PC to the PDA Perform these steps To transfer reader configurations from the B A S LS PC to the PDA 1 Establish an ActiveSync connection between the PDA and PC When ActiveSync is running the ActiveSync icon shown in the taskbar on the PC s desktop is green 2 On the PDA make sure B A S I S Transport is no
28. badge ID s to students This supports the assignment of one reader directly to the badge Other readers may be assigned to the badge through normal access level assignment Issue code look ahead feature through off set and range fields Provides the ability to encode both mag stripe and smart cards from the card holder badge tab Smart cards are encoded using magstripe or Wiegand simulated formats Allows the cardholder to place the reader into an unlocked mode This status is cleared only by another passage mode attempt or reader mode change occur rence Allows the cardholder to retract the dead bolt An event logged into history whenever the key override feature is used in a mor tise lock Not supported in Cylindrical Determines if the lockset will use the acti vation date field stored in the cardholder record when validating This option has no impact on Dormitory functionality Determines if the lockset will use the deactivation date field stored in the card holder record when validating This option has no impact on Dormitory func tionality Requires that two valid users must present their cards in order to unlock the door Allows for the temporary use of cards After a certain number of uses the card is disabled The number of uses is config ured through the badge tab Chapter 2 Architectural overview B A S 1 S G V a m E E E E E E E E E E E E E Notes Chapter 2 Architectural o
29. c Encoder ast dormitory Click the Encode button to start the encoding process 7 Make sure that the checkmark is on the card to be encoded then click Encode The encoder is initialized and prompts you to encode the card Figure 5 15 The encoder is ready for the card swipe Please slowly swipe the card HEGDETEERORHEO 5 13 Chapter 5 Managing B A S 1 S G Cardholders Notes 8 Slowly swipe the card through the encoder as shown below Figure 5 16 Swiping the magstripe card through the encoder Encoder LED _ gt Encoder slot widens here amp bl TT 9 Confirm that the encoding is complete 5 14 Ripe eG ix A Glossary of Terms Use this glossary as a reference and whenever you see a word in italic type like this card format Appendix A Glossary of Terms Notes Terms access level access panel Intelli gent System Control ler ISC activation deactiva tion date ActiveSync antipassback APB exempt badge badge ID badge type An access control relationship made between a reader or readers and a time zone or time zones An access level is assigned to a badge ID for the pur pose of granting access through a reader or readers during a specified time A circuit board with on board memory that is responsible for making most of the decisions in an access control system The date that a credential becomes active or expires A Microso
30. cation tab 3 10 After E year s 7 past activation C On zj C No default user must enter a date manually P Override with latest date of existing badges Default access group Eront layout x Browse Back layout 7 Browse Cancel Clear Help Add Mode 4 3 Card Formats Badge Types Ready Select the Guest class from the drop down box Complete all other necessary information on the tab 5 Click the Printing Encoding tab The Printing Encoding tab badge type displays Chapter 3 First time B A S 1 S Offline System Configuration f Notes Figure 3 4 Making sure that the Guest Card format is selected for printing and encoding u System Administration System Account Badge Types TE Application Edit View Administration Access Control Monitoring Video Additional Hardware Window Help e x s 2 2 G BS L A zl oal lt Gh HGs amp i ad gt Sie ear ce Badge Type Printing Encoding Required Fields Badge ID Allocation Guest Defaults fe amp g oa Duplex double sided printing mode Single sided Default printer for badge type z Printer to use for this workstation overrides default Default Card Printer for Badge Type Encoding Make sure that the Guest for mat is selected for encoding Guest Badge Types 74 Guest format E Magnetic Format Magnetic Magnetic Add
31. ck Add 6 Type the name of your computer or click the browse button and browse the network for your computer 7 Click OK 8 Click the Encoder tab Confirm that the encoder is physically connected to a COM port on the computer preferably COM1 and is powered on Chapter 3 First time B A S 1 S Offline System Configuration Notes Click to test whether the encoder is online Note 10 Click Add Figure 3 1 Configuring the encoder u System Administration System Account Workstations amp Application Edit View Administration Access Control Monitoring Video Additional Hardware Window Help l x 22 S iB BSGsesSeaBzica lt le ZBeaoe Ob YVessla BAl 8l ar BO Workstations Encoders Encoder J p Erooder Stings Name JJohnsonEastdomitoy Workstation CPOESOOWIN2K104 S Encoder Type Magstripe Swipe Reader WiiterModel 72 Pott keom o Baud rate s0 iS Data width parity 7 bit ODD x Coercivity Cancel Clear Help Add Mode Close 4 amp Workstations 11 Under Encoder Settings in the name field type a name for the encoder 12 In the Encoder Type field select Magstripe Swipe Reader Writer Model 712 or 722 13 Click Test The encoder can be tested at any time by returning to the Encoder tab You do not need to put the encoder in modify mode to test the encoder 14 Click OK 15 Close System Administration Chapter 3 First time
32. d to the student for use in his or her assigned room New students may be assigned access to a particular room by using badge IDs from the same range without ever needing to re program the lock By taking advantage of the issue code look ahead feature a badge ID issued with an incrementally higher issue code will deactivate any other like badge ID for the lock The following diagram describes the design and process that B A S I S G locks use to achieve the guest functionality Chapter 2 Architectural overview f f i Notes Figure 2 2 Guest functionality diagrammed IDs Issue codes 1001 00 lost card 1002 gt 01 does not work 1003 02 new offset 1004 Issue codes IDs 1001 1002 1003 1004 1005 LQ p09 anss 1001 t a N Z D o f 2 R 1005 Lostcard Newly encoded card Auto update B A S 1 S G Lock Same B A S I S G Lock after use of the 1001 issue code 01 card The diagram uses the following issue code look ahead values Look ahead i Value function Offset 1 Range 3 Number ofissue 2 code digits Also instructive is to see what happens when the issue code has reached its limit Let s look at another diagram to see what happens in this case The issue code look ahead values remain the same Chapter 2 Architectural overview Notes So Oo N n a gt iz e a 3 se To Lost card enc
33. deleting a cardholder m checking the status of a cardholder inquiring on a cardholder s address phone number etc Search offers an efficient way to find a cardholder or a group of cardholder records using any known piece of the card holder s data To search for a cardholder or a group of cardholders 1 From System Administration click Administration gt Cardholders 2 Click Search The Cardholder fields are cleared The cardholder data fields are all cleared to enable you to search for any cardholder record even if you know as little as one piece of cardholder data Cardholders can be searched for using one two or more fields This enables you to narrow down the list of cardholder records Once a cardholder or a groups of cardholder records are displayed you can page through the records one by one This is another reason for using the B A S I S List Builder fea ture Searching for List Builder items title department divi sion etc enables the search facility to find all cardholders with like data because the data for those fields were entered using consistent terminology For more information on using the List Builder feature see page 5 3 3 Select the tab that you want to search from You can search from any one of the following tabs Each tab has its own unique search features m cardholder badge access levels biometrics Chapter 5 Managing B A S I S G Cardholders visits Notes directory accounts
34. egins transferring its history records to the PDA On the PDA watch the messages indicating the progress of the transfer When the transfer is complete a message appears indicating the number of history records that were transferred See Figure 4 10 Figure 4 10 History transfer completed message BASIS Transfers ok 2 History records downloaded 8 Tap OK 9 To return to the Main window tap View then Main 10 To disconnect the PDA from the lock press the button on the programming cable connector and unplug the programming cable from the lock s communication port See Figure 4 8 on page 4 9 You can view the history records only after they have been transferred from the PDA to the PC You cannot view the his tory records on the PDA Note Note Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks To Transfer history records from the PDA to the B A S 1 S PC 1 On the B A S 1 S PC launch B A S 1 S System Administration and B A S 1 S Communication Server 2 Establish ActiveSync connection between the PDA and the PC When ActiveSync is running the ActiveSync icon shown in the taskbar on the PC s desktop is green When the connection has been established the PDA automatically transfers all history records to the PC On the PDA watch the messages indicating that the PDA is uploading history records to the PC When the history records have been uploaded a message appears indicating
35. facilitate the future growth of a group of locks The size of the range will determine the length of the reader list in the Allow Access To drop down selection on the Badge tab under Card holders 10 Enter the number of Badge IDs that you want to create 11 Click Add 12 Click OK Chapter 3 First time B A S 1 S Offline System Configuration Defining virtual offline access panels Notes Although B A S I S Locks are offline stand alone locks and are not managed by access control panels you must define Access Panel settings for the locks In effect you define vir tual access control panels for the locks Using the virtual access panel concept allows the programming of guest locks to follow the same conventions as B A S I S online products Up to 64 locks called a reader in B A S I S can share the same panel configuration However these locks readers must all m be managed by the same B A S I S PC m share the same password m be located in the same time zone m use the same daylight saving time setting Note The default password is BEST Care should be given to faith fully document any changes to this password since the pass word cannot be viewed from anywhere in the B A S I S application software To define a virtual offline access panel 1 From System Administration click Access Control gt Access Panels Click the Offline Lock tab 3 Click Add The Offline Lock Acce
36. ft utility designed to synchronize the data between a PC based application and a PDA applica tion ActiveSync is used to synchronize the data between B A S I S and B A S I S Transport A configuration limiting the ability of consecutive uses for a credential at a reader Usually configured with readers installed on both the secure and non secure side of an opening Once a credential has been used in a reader to gain access on one side of the opening the credential cannot be used in the same reader until the credential is used to gain access to a reader from the opposite side of the opening Antipassback exempt The cardholder with this priv ilege is exempt from antipassback rules The credential or token that carries a cardholder s data Part of the access control information that is encoded to a token This information usually numerical is unique to a particular credential holder Used in B A S I S to determine a number of param eters for a particular badge ID These parameters include the activation and deactivation dates default access groups the applied badge design the printer used to print the badge the required data fields for cardholder entry and a range of badge ID s to be used for a specific group of badges B A S 1 S Transport battery alarm battery warning card format cardholder chassis type common door communication port communication server credential cylindrical deadbolt o
37. ining guide and a ref erence in the setup of a B A S I S offline system Chapter 2 Architectural Overview This chapter provides an overview of the B A S I S online and offline worlds If you are already familiar with B A S I S online and offline systems you can safely skip this chapter Chapter 3 First time system configuration This chapter pro vides complete step by step instructions in the proper setup of a new offline system Chapter 4 Setting up and maintaining offline locks This chapter provides complete step by step instructions on the proper setup of offline locks Chapter 5 Managing B A S I S G Cardholders This chapter provides complete step by step instructions on adding modi fying deleting and searching cardholders Chapter 1 Introduction Appendix A Glossary This appendix provides a list of terms Notes that are specifically used in the B A S I S software Terms that appear in the glossary are set in italics when they are first used Chapter 1 Introduction Architectural overview This chapter describes the big picture of the online B A S I S access control system world and how the offline B A S I S G and V product fits into that world The B A S I S product line is composed of two general architectural models used to address the security needs of most customer requirements and applications These two models can be gen erally categorized as online and offline In
38. intaining B A S 1 S Offline Locks This field Shows Notes Diagnos Hexadecimal number indicating firmware conditions tics Code such as firmware resets that have occurred at the lock since the diagnostics code was last cleared The code 0x00 means no conditions have occurred To view the meaning of the code tap the more button The Diagnostics Code window shows each active diagnostics code and its meaning See Figure 4 12 Tap the close button X to close this win dow Diagnostics Codes Ox0001 Reset Normal Figure 4 12 Diagnostics Code window Technical support personnel may ask you to provide this information To clear the diagnostics code see page 4 20 Online Whether the lock is under time zone control Auto Mode matic or set to a specific mode such as Locked or Unlocked For more information see Changing a lock s online mode on page 4 17 Use Count Number of times access was granted since the use count was last reset To reset the use count see page 4 19 Main Bat Current power level of the lock s battery pack tery No shading in the status bar indicates an Alarm condi tion The batteries are dead and must be replaced If the shading falls within the Warning range the power level is 30 or lower You should replace the batteries soon If the shading falls within the Good range the power level is between 30 and 100 Backup Current power level of the lock s coin cell ba
39. lindrical Locks Installation Instructions for Electronic T61836 Stand alone Mortise Locks Installation Instructions for Electronic T61828 Stand alone Exit Hardware Trim Chapter 3 First time B A S 1 S Offline System Configuration Notes Make sure that the B A S I S G or V locks are at least on site and ready to be programmed Locks may be programmed before installation Installing the system Make sure that you have the following components before you start installing the B A S I S Offline system m B A S I S software version 5 8 build 41b or higher m Dedicated computer see your BEST representative for complete details m Personal digital assistant PDA See www bestaccess com for supported models m Encoder m magnetic stripe E smart card contact the factory for proper application m Cables m computer to PDA m PDA to lock requires PDA proprietary cable and BEST part number BASD CAB Installing the B A S I S software Before installing the B A S I S software also make sure that you have completed the following checklist O Determine whether your database will use Microsoft SOL Server Oracle or MSDE O Make sure you have an Information Technology person who can configure the computer s TCP IP protocol O Make sure you have an Information Technology person who can set up a server with the appropriate server soft ware O Get the hardware key or dongle For complete B A S I S online softwa
40. mity E Motorola Proximity E Batch update This feature allows for the bulk updating fE E of Activation Deactivation Dates Chapter 2 Architectural overview Notes Setup overview In the next chapter you will find complete step by step instructions on the first time configuration of a B A S 1 S offline system But listed here are the major steps of that pro cess and cross references where you can find each corre sponding task Task 1 Task 2 Task 3 2 10 Install the system components This task begins on page 3 2 B A S I S Software see page 3 2 Encoder see page 3 3 PDA see page 3 5 B A S I S Transport see page 3 6 Define the system This task begins on page 3 7 Card formats see page 3 7 Badge types see page 3 9 Virtual offline access panels see page 3 13 Guest readers see page 3 15 For B A S I S V configuration only set up time zones holi days access levels and cardholders First time B A S 1 S Offline System Configuration You are now ready to start setting up your B A S 1 S offline system The following tasks do not include the installation of the locks them selves The installation of the B A S I S G or B A S I S V locks are fully described in the fol lowing installation instruction documents Con tact your BEST Representative for a copy of these documents Doc Titl ne number Installation Instructions for Electronic T61835 Stand alone Cy
41. motion Lock mi detectors ax S Lock L h Glass brk __ sensors ___ Tamper sensor Analog Camera WH C4 Analog Camera Video Server Best Access Systems Integrated Solutions IP Camera Card Reader IP Camera Door Contact Integrated Door Hardware Lock Intelligent System Controller Local Area Network Lock Personal Digital Assistant Reader Interface Module Request to exit switch Wide Area Network Notes Chapter 2 Architectural overview Notes How B A S I S G Guest locks work B A S I S G offline locks are designed primarily for the col lege and university dormitory But they can be effectively used in any application where a room has continuous occu pancy change over a period of time or where the lock loca tion is remote or isolated enough that going out to reprogram the lock becomes undesirable Guest functionality then is the lock feature that enables you to add and delete users to and from the lock without having to go out and visit the lock to reprogram it Operation B A S I S G allows that a range of badge numbers be pre pro grammed into the lock unit securing a dormitory room These badge numbers are available for issue and reuse as students are assigned to their dormitory accommodations The badge number is automatically issued to a student when the lock for the room is chosen in the cardholder setup screen The card number from the assigned range can then be encoded and presente
42. n window Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Ef Room E102 Ef Room W101 fl Room W102 Ef Room W103 transfer to the lock The Login window appears as shown in Figure 4 7 Enter Password Preserve user pins B A S I S Locks do not have a factory programmed default password If you are programming the lock for the first time a Leave the Enter Password field blank b Ignore the Preserve user pins checkbox c Tap OK Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Note 7 A message appears stating Attempting login Please swipe acard d Use the temporary operator card to activate the lock A message appears asking Reader ID s don t match Continue anyway Tap Yes The PDA begins transferring the selected reader configuration to the lock On the PDA watch the messages indicating the progress of the transfer When the transfer is complete a message appears stating Configuration data transfer successful 8 Tap OK A message appears asking Delete this reader We recommend that you tap Yes to delete the reader configuration The reader configuration no longer appears in the Panel Reader Tree If you want to use this reader configuration for another lock tap No 10 To return to the Main window tap View then Main 11 To disconnect the PDA from the lock press the button on
43. oded card Figure 2 3 Guest functionality in rollover diagrammed IDs Issue codes 00 8p09 anss 1001 99 lost card does not work Auto update B A S LS G Lock Same B A S I S G Lock after use of the 1001 issue code 00 card Components and connections The following diagram describes the system family all the types of hardware and software that it takes to create an offline B A S I S system Components include m B A S I S software version 5 8 build 41b or higher m Dedicated computer see your BEST representative for complete details m B A S I S G or V lock includes cylindrical mortise or exit hardware trim models m Personal digital assistant PDA See www bestaccess com for supported models m Encoder m magnetic stripe m smart card contact the factory for proper application m Cables m computer to PDA m PDA to lock requires PDA proprietary cable and BEST part number BASD CAB Feature comparison of B A S I S G and B A S I S V The differences between B A S I S G and B A S I S V can be confusing since they share many of the same features The following table compares the two systems side by side Feature Guest dormi tory feature Look ahead Encoding Passage mode Deadbolt override Key override event Use activa tion date Use deactiva tion date Two card con trol Enforce use limit Description Provides the ability to issue pre created
44. or to replace the lock s batteries or perform other maintenance for the lock To unlock a door temporarily perform these steps 1 If you are already viewing diagnostics information for the lock go to Step 2 If you are not viewing diagnostics information for the lock perform Step 1 through Step 7 on page 4 16 2 From the B A S I S Transport Diagnostics window on the PDA Figure 4 11 on page 4 14 tap Diagnostics then Unlock Once A confirmation message appears asking Unlock once 3 Select OK The lock unlocks for the default duration pro grammed for the lock letting you open the door 4 When you have finished using diagnostics features perform Step 8 through Step 10 on page 4 16 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Resetting the use count Notes Every B A S I S G and B A S I S V Lock counts the number of times access is granted to a card or PIN since the use count was last reset You can use this count to track how often a lock is used during a selected time frame To reset the use count for a lock 1 If you are already viewing diagnostics information for the lock go to Step 2 If you are not viewing diagnostics information for the lock perform Step 1 through Step 7 on page 4 16 2 From the B A S I S Transport Diagnostics window on the PDA Figure 4 11 on page 4 14 tap Diagnostics then Reset then Use Count A confirmation message appears asking Reset use c
45. ort you must establish a connection between the PDA and the B A S I S PC To install B A S 1 S Transport You install B A S I S Transport from the B A S I S CD 1 onto the PDA from the host with a connection established through ActiveSync 1 Open an Explorer window for B A S I S CD 1 Stop the auto run of the B A S I S installation wizard if it starts Navigate to the B A S I S Transport folder 3 Double click the Transport executable program file The B A S I S Transport Setup wizard appears 4 Follow the on screen instructions Chapter 3 First time B A S 1 S Offline System Configuration Defining the system Notes Overview To define a B A S I S G or B A S I S V system you need to configure O Card formats O Badge types O Virtual offline access panels O Guest readers Although B A S I S locks are offline stand alone and are not managed by access control panels you must define Access Panel settings for the locks In effect you define virtual access control panels for the locks More than one lock called a reader in B A S I S can share the same panel con figuration However these locks readers must all m be managed by the same B A S I S PC m share the same password m be located in the same time zone m use the same daylight saving time setting Defining card formats Defining a card format is the starting point to configuring a B A S I S G system But if B A S I S G
46. ount 3 Select OK The lock s use count is reset to 0 4 When you have finished using diagnostics features perform Step 8 through Step 10 on page 4 16 4 19 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Clearing the diagnostics code The lock s diagnostics code indicates firmware conditions such as firmware resets that have occurred at the lock since the diagnostics code was last cleared For more information see page 4 15 To clear a locks diagnostics code perform these steps 1 Ifyou are already viewing diagnostics information for the lock go to Step 2 If you are not viewing diagnostics information for the lock perform Step 1 through Step 7 on page 4 16 2 From the B A S I S Transport Diagnostics window on the PDA Figure 4 11 on page 4 14 tap Diagnostics then Reset then Diagnostics Code A confirmation message appears asking Reset diagnostics code 3 Select OK The diagnostics code is reset to 0x0000 4 When you have finished using diagnostics features perform Step 8 through Step 10 on page 4 16 Managing B A S I S G Cardholders Introduction Use this section to understand how to manage B A S I S G cardholders Managing cardholders involves three activities m Editing cardholders m Searching for cardholders m Encoding cardholders badges These activities form the bulk of day to day oper ations that are necessary for maintaining a B A
47. p of the B A S I S G amp V system is not trivial but if done thoroughly it will pay many dividends Related documents The following documents are available to help you install maintain or operate other related systems See your BEST Representative for more information m B A S I S V Service Manual B A S I S G Service Manual Alarm Monitoring User Guide BadgeDesigner User Guide m m E m FormsDesigner User Guide Chapter 1 Introduction Notes ID CredentialCenter User Guide Basic Import Utility User Guide Installation amp Setup User Guide MapDesigner User Guide System Administration User Guide Universal Interface Server User Guide Replicator User Guide View Edit Only Workstation User Guide Alternative Wiring Configurations Guide Legato Co StandbyServer User Guide Hardware Installation Guide Visitor Management User Guide Area Access Manager User Guide Digital Video User Guide Video Archive Server User Guide Replication Administration User Guide Digital Video Hardware User Guide B A S I S Interface User Guide Getting technical support Best Access Systems Representatives provide telephone technical support for all B A S I S V products You may locate the representative nearest you by calling 317 849 2250 Mon day through Friday between 7 00 am and 4 00 pm eastern standard time or visit us on the web at www bestaccess com How to use this guide This manual is intended for use as a tra
48. ports the B A S I S exit hardware trim lock Notes Appendix A Glossary of Terms Notes extended unlock facility code guest input intelligent system controller ISC issue code look ahead mortise output passage mode PDA The extra period of time the lock will unlock when an authorized credential with extended unlock privi leges is presented Part of the access control information that can be encoded to a credential This information usually numerical is unique to a group of credentials Usually this feature is used to authenticate a creden tial to a particular organization A feature that enables you to add and delete card holders to and from a lock without having to go out to a lock to reprogram it A hardware connection point used for status report ing of a particular sensor See access panel Part of the access control information contained on a credential that allows reuse of the badge ID when a credential is lost damaged or stolen Usually one or two digits in length this code increments forward when creating a new credential Access is granted only when the badge ID and the issue code match the current database information An offline feature where a higher issue code for a particular badge ID knocks out the same badge ID with a lower issue code from an offline lock when the badge ID with higher issue code is presented to the lock A lock chassis that installs into a mor
49. r of cardholders that will need to access the lock reader This includes both guest cardhold ers and those cardholders that access the reader by access levels m The number of guest badges that will be assigned from the pool of badge IDs Make sure that the cor rect reader is selected when selecting offline fea tures The common door feature allows dupli cation of a badge range between locks The number of events is auto matically cal culated based on the amount of lock mem ory and the number of cardholders allocated Applica tion note Chapter 3 First time B A S 1 S Offline System Configuration To define other guest reader features 1 From System Administration click Access Control gt Readers Click the Offline tab 3 Select the Reader that you want to define Make sure that the check mark is next to the reader to be modified 4 Click Modify The Modify Offline Reader window displays Figure 3 8 Defining the offline reader GO Application Edit View Administration Access Control Monitoring Video Additional Hardware Window Help Ee S BBB O 04 4 18 x EN Bane O89 VSB mla egl ntamo Room 101 Johnson West Dorm Johnson West Dorm Johnson West Dorm Johnson West Dorm Guest Guest Guest Room 104 Reader Settings Controls Aux Inputs Aux Outputs Anti Passback Download Settings Command Programming Elevator Hardware Offline Chassis Type
50. r or any other person or entity with respect to any liability loss or damage caused or alleged to be caused directly or indirectly by this publi cation The Best Access Systems logo and B A S 1 S are registered trademarks of Stanley Security Solutions Inc Microsoft Windows CE and ActiveSync are registered trademarks of Microsoft Corporation T80946 Rev B ER 7991 40 April 2004 Contents 1 Introduction Related documents 1 1 Getting technical support 1 2 How to use this guide 1 2 2 Architectural overview B A S I S online and offline diagram 2 3 How B A S 1 S G Guest locks work 2 4 Components and connections 2 6 Feature comparison of B A S I S G and B A S I S V 2 7 Setup overview 2 10 3 First time B A S 1 S Offline System Configuration Installing the system 3 2 Defining the system 3 7 4 Setting up and Maintaining B A S I S Offline Locks Introducing B A S I S Transport 4 1 Programming locks 4 2 Retrieving history records 4 11 Using diagnostics features 4 14 5 Managing B A S 1 S G Cardholders Editing cardholders 5 2 Searching for cardholders 5 10 Encoding existing cardholders 5 12 A Glossary of Terms Terms A 2 Introduction Thank you for choosing B A S I S G and V the world s leading combination online and offline access control system Use this guide to make sure that you set up your system in the most efficient way and to get the most out of it The initial setu
51. re installation and con figuration see the B A S 1 S Installation and Setup User Guide Contact your BEST Representative for a copy Chapter 3 First time B A S 1 S Offline System Configuration Installing the encoder Notes Two types of encoders are available for the B A S I S Offline system m Magnetic stripe encoder Unitech model MSR206 part number MSR206 33 E Smart card encoder GemPlus model GEMPC410 part number GCR410 P BEST part number 1825235 For proper setup of the smart card encoder contact your BEST Representative The card encoder or some type of encoding device that is an encoder or a printer with a built in encoder is required for B A S I S G locks So the following instructions are required for B A S I S G functionality but optional for B A S I S V For a comparison of B A S I S G and V See Feature comparison of B A S I S G and B A S 1 S V on page 2 7 These instructions assume a stand alone encoder To set up the encoder 1 Click Start gt Programs gt B A S I S ET gt System Administration 2 At the login window type your user name and password and then click OK If you do not know your user name or password see your System Administrator Click Administration gt Workstations From the Workstation tab confirm that the name of your computer is in the list If your computer is not in the list add your workstation by using the browse button and select your workstation Cli
52. redentials in order to gain entry through an access controlled opening unlock duration The time that the lock momentarily unlocks use limit A configuration limiting a credential to a defined number of uses
53. s Control Monitoring Video Additional Hardware Window Help l x KEKEE LECE E CI LET BOOR ENRE a GR Cardholder B Badge BB Access Levels Biometrics Visits wal Assets Directory Accounts Guard Tours E Reports Last name First name Middle name JH assell Michael Cardholder ID Badge type Guest Badge Type X omplete at A gt Hoh o Badge ID Issue code Activate Deactivate pa 20o 1 m 878 2004 M 5 27 2005 fields badge 4 Sa rat tatus fF se limit type and allow pave 1 pee access to readers I APB exempt Embossed Fi JT Use extended strike held times Badge ID a Allow access to Last changed puai I Room 101 z Prints vi del Last printed Activate Deactivate Person type Cardholder Cardholders Adding Badge Adding Badge lo Rm a z 5 Complete all appropriate fields in the form For a compete list of field definitions see the System Administration Help or the Glossary Note Completion of at least the badge type field and the reader field Allow access to is required to temporarily save the cardholder record Complete only those fields that are neces sary for your business 6 Click OK 7 Click Encode Chapter 5 Managing B A S 1 S G Cardholders Notes Click No if you are assigning a new badge Click Yes if the card is lost or _ stolen Click the
54. ss Panel window displays 3 13 Chapter 3 First time B A S 1 S Offline System Configuration Notes Figure 3 6 Naming the offline lock access panel in Application Edit view Administration Access Control Monitoring Video Additional Hardware Window Help l x 22 1B BB SSSsSeB zica lt Name the lk R Boe S Ob NOB s BZ gt Sl 4ar BO offline lock access panel BAS 2000 BAS 1000 B4S 500 AAM 20 80 Offline Lock appropriately gt TT oo pdt T rm Configuration Parameters ei that it Workstation IND W2P DT 038 Browse controls E Confirm fo Password The worksta tion name refers to the technical name of the computer to which the PDA is attached 3 14 none GMT 05 00 Indiana East gt one I Daylight Savings Time OK Cancel Clear Help I Multiple Selection Add Mode Access Panels 4 Inthe Name field type the name of the virtual access control panel 5 Click OK 6 Repeat steps 3 and 4 as necessary Selecting the Guest reader type enables the assignment of a subset of badge numbers from the larger range Name Rom S Held Open Time 0 4 CardFormat type o of num b ers con Extended Open 0 BA cuest Format Magnetic 3 fi df Panel Johnson westDom lt xy ees EBmagnetic Format Magnetic 1 Igured tora _ Type Strike Time J 3 Ejwiegand Format Wiegand 2 Ba dg e Typ e T Guest
55. t running To exit Transport see page 4 10 3 On the PC launch B A S I S System Administration and B A S I S Communication Server 4 From the System Administration main menu click View then System Tree See Figure 4 1 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks i o Notes Figure 4 1 System Administration System Tree Timezones fo Access Levels J Access Groups 23 Card Formats You can expand the entries in the System Tree to see the hier archy of access control devices in your system To expand an entry click the plus sign to the left of the entry To collapse an entry click the minus sign to the left of the entry 5 Expand the Hardware entry to view the access control panels defined for your system Expand the access control panels to view the readers defined for your system See Figure 4 2 Figure 4 2 Expanding the System Tree to view readers System Tree Gin Hardware a T East Wing Floor 1 i iB Room E101 fO po ia ezl Room E102 z West Wing Floor 1 if Room W101 iB Room W102 i Bi Room W103 E iE Room W104 5 a Holidays H A Timezones H Access Levels iF Access Groups 3 Card Formats Note Ifa reader configuration has been created or updated at Sys tem Administration but has not yet been sent to the PDA a red X appears on the reader s icon as well as on the icon for the reader s access panel 6 Highlight the reader that yo
56. tised cavity in the edge of a door An B A S I S on board relay or switch that is config urable to follow the status of an input system con dition or a time zone The ability to double present an authorized creden tial within the strike time to unlock an opening The lock is returned to its original status by a second double presentation of an authorized credential Personal Digital Assistant Appendix A Glossary of Terms programming cable The cable used to connect the PDA to the B A S I S Notes Lock reader interface mod A circuit board that acts as the integration point for ule RIM access activity at a particular opening The RIM inte grates Card Reader Door Position Request to Exit and Lock Control activity with the ISC request to exit A sensor usually installed on the non secure side of the door that will mask the door position switch upon activation time interval A specific range of time which corresponds to a particular day or days of the week A time zone can be comprised of several individual intervals time zone A defined range of time for assignment to various access control activities A time zone may be applied to a reader or readers when creating an access level to a reader to change the mode of operation to a relay to activate and deactivate to an input to mask and unmask and a host of other oper ations two card control The requirement for the presentation of two sepa rate authorized c
57. ttery used Battery to back up the lock s memory if the main battery pack dies or is disconnected If the backup battery is Bad you should replace it Refer to the B A S S G Service Manual T63300 or the B A S I S V Service Manual T61805 4 15 Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes 4 16 Note Note To view diagnostics information 1 Connect the PDA to the lock See page 4 5 2 Start B A S I S Transport See page 4 6 3 From the B A S I S Transport Main window on the PDA tap View then Diagnostics The Diagnostics window appears with the fields blank 4 Tap Diagnostics then Connect The Login window appears 5 Enter the lock s password in the Enter Password field For instructions to use the PDA s virtual keyboard see the documentation provided with the PDA The password for a lock is the password programmed for the reader configuration s access control panel You must enter the password exactly as it was entered in the Password field on the Offline Lock form in the Access Panels folder Capitali zation must be the same 6 Tap OK A message appears stating Attempting login Please swipe acard 7 Use the temporary operator card to activate the lock The diagnostics information appears on the PDA as shown in Figure 4 11 on page 4 14 To perform other activities while connected to the lock see m Changing a lock s online mode on
58. u want to transfer to the PDA Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Notes Use the right mouse button on any reader to display this menu To highlight multiple readers hold down the Ctrl key and click each reader 7 Right click on the selection in the System Tree The menu shown in Figure 4 3 appears Figure 4 3 Right mouse button menu for readers in the System Tree Find Refresh Download Reader v Allow docking Hide 8 Click Download The PC begins transferring the highlighted reader configurations to the PDA 9 If that reader or panel already exists on the PDA the PDA will display a dialog requesting to overwrite the old version of the reader Tap OK 10 On the PDA watch the messages indicating the progress of the transfer 11 When the transfer is complete a message appears stating Complete download successful On the PDA tap OK 12 To disconnect the PDA from the PC disconnect the PDA from the ActiveSync connection Chapter 4 Setting up and Maintaining B A S 1 S Offline Locks Transferring a configuration from the PDA to a lock Notes The sections below provide instructions for sending a panel reader configuration to a B A S I S G or B A S I S V Lock To connect the PDA to a lock See Figure 4 4 and perform these steps Figure 4 4 Connecting the PDA to a lock PDA Serial cable cy e T Communication port
59. verride diagnostic code encoder exit hardware Appendix A Glossary of Terms The application that runs on a PDA designed to update B A S I S locks and retrieve lock history The diagnostic code that a B A S I S Lock displays when the main batteries are low The diagnostic code that B A S I S Transport PDA displays when the main batteries must be replaced The way that data is arranged and ordered on the card An individual who is issued a particular credential The designation that defines the physical lock type Three types exist cylindrical mortise or exit hard ware See those terms for more information A configuration setting that allows for the allocation of duplicate badge ID ranges in separate offline locks The connector on the bottom of the B A S I S Lock that allows the lock to be connected to a PDA run ning B A S I S Transport The server application designed to provide network services to access panels readers PCs and PDAs A physical token usually a card or fob encoded with access control information Lock chassis that installs into a circular bore in the door The ability for an authorized credential to retract both the spring latch and the deadbolt when the deadbolt is engaged The code in B A S I S Transport that identifies the processing error The device connected to a PC running B A S I S used to encode magnetic stripe cards or smart cards Lock chassis type that sup
60. verview Notes Feature Denied attempts Logging grant denies status Daylight sav ing time 128K RAM Card formats 8 Magnetic Wiegand Online mode Reader modes auto matic unlock relock Unlock dura tion Extended unlock Chassis type Holidays Time zones Access levels Battery warn alarm Panel pass word Diagnostics PDA 2 8 B A S 1 S Description G V Includes attempts count and time out P duration Sometimes referred to as Three strikes your out Provides the ability to filter the displaying m H logging of history events This feature is implemented at the Management System level Support for all OS world time zones 5000 Users History Support for up to eight card data formats per reader Facility codes are assigned through card formats 5 bit ABA data only Any valid Wiegand format Automatic time zone control of reader mode Facility Code Card Only Unlocked Locked Card and Pin and Card or Pin This feature provides the ability to change operational modes at specified periods through time zone control The current modes would be Facility Code Card Only Unlocked Locked Card and Pin Card or Pin and First Card Unlock The amount of time that the lockset will remain unlocked for a valid access grant This feature provides the ability to extend the unlock duration for certain cardhold ers Cylindrical amp Mortise with support for
61. ware Window Help l x IRIE Er rE L O EE FEERELMELERNFFTIERECILEA K BiRoom 101 Johnson West Dorm Guest AiRoom 102 Johnson West Dorm Guest i Room 103 Johnson West Dorm Guest Reader Settings Controls Aux Inputs Aux Outputs Anti Passback Download Settings Command Programming Elevator Hardware Offline Cancel Clear Help JT Multiple Selection Add Mode Close A Readers panel that controls the reader Select the appropriate reader mode 3 15 Chapter 3 First time B A S 1 S Offline System Configuration Notes Applica tion note 3 16 8 Under the Card Format section select the Guest Card Format Selecting the Offline Guest reader type refers to a B A S I S V configuration A selection of the Offline reader type is not recommended 9 Make any other selections as necessary 10 Click OK The Reader is listed in the Reader listing at the top of the window 11 Repeat steps 3 10 for each additional lock reader Now that you have defined the reader operation of the lock readers you now need to configure the software so that the correct chassis type is assigned to the lock reader and other offline features are configured appropriately Before you can complete this section you must know m Chassis type of the lock reader The chassis type will most likely be either mortise or cylindrical m The maximum numbe
62. ype Activate Date Deactivate Date 32000 1 Room 101 Guest Badge Type 8 18 2004 5 27 2005 F ly ny Search Add Modify Delete Print Cardholders Cardholder GE Badge BB Access Levels Biometrics Visits wil Assets 2 Directory Accounts 4 Guard Tours 2 Reports z No Last Access Badge ID Issue code Prints Activate Deactivate ld 44 4 D gt rl 5 of 17 4 Make sure that the checkmark selects the record that you want to encode 5 Click Encode Chapter 5 Managing B A S I S G Cardholders If the issue code is at zero the following confirma Notes tion is displayed Figure 5 13 Question regarding the issue code Increment Issue Code xi The current issue code for this badge is 0 If you are re issuing this badge to the same cardholder you should increment the issue code Do you wish to increment Click Yes to re issue this badge for example lost card Click No if you are assigning a new badge for example adding a cardholder or room changes Click No if you l are assigning a Click Cancel to cancel this operation new badge Click Yes if the No Cancel card is lostor _ stolen 6 Click No The Encode Badge window displays Figure 5 14 Choosing a card format to encode Encode Badge Badge ID 2010 Choose a format to encode Last Encoded A Guest format Magneti

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