Home

E-Plex Advanced ACS User's Guide

1. Advanced ACS Software User Guide RA TOTAL ACCESS January 2006 The E Plex Advanced ACS User s Guide is a publication of Kaba Access Control No part of this book may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or by any information storage and retrieval system without prior written permission from Kaba Access Control The information contained in this publication is accurate to the best of Kaba Access Control s knowledge Specifications are subject to change without notice Trademarks The following items are trademarks or registered trademarks of Kaba llco in the United States and or other countries e E Plex e LectroBolt Technical Support Please call Kaba Access Control s Technical Support phone line at 800 849 8324 or 336 725 1331 between 8 00 AM and 5 00 PM Monday through Friday except holidays Eastern Standard Time ACCESS CONTROL Kaba Access Control 2941 Indiana Avenue Winston Salem NC 27105 Phone 800 849 8324 or 336 725 1331 Fax 800 346 9640 or 336 725 3269 www kaba ilco com Document PKG 3114 0106 2006 Kaba Ilco E Plex Advanced ACS User s Guide Table of Contents 1 About the E Plex Advanced AG S oiran aaa aa a aie Schaal ca eu CAT EE CPUS RR EUR 1 1 System COMPOMCMIS sintesi ena h
2. 2 To view the access schedules associated with a door select a door from the Doors in which user has access area The software displays the access schedule in the Access Schedule user is restricted to area at the bottom of the screen Door By User Report Admin Building East Back Door 1 Admin Building West Front Door 1 Weathersby Jan t Normal Weekday Start 08 00 4M End 05 00 PM Days Mon Tue Wed Thu Fri Prox Card and PIN Required 3 64 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q List PC Activity Log Report The List PC Activity Log Report allows you to view the current data in the PC Activity Log for the E Plex Advanced ACS software List PC Activity Log Report PC Activity Log PC Activity Log Report 06 29 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 06 23 2005 3 52 AM 3 52 AM 3 52 AM 2 13 AM 2 05 AM 2 05 AM 2 05 AM 1 54 AM 1 51 AM 1 48 AM 1 40 AM 0 53 AM Lock report listed M Unit lock data listed Logged on to system Logged off system Prox card user report listed Prox card user report listed PC Activity report listed Lock report listed M Unit lock data listed M Unit lock data listed M Unit lock da
3. C Program FilessK abaNEPlexA amp dvancedAC5 B ackup Browse Default Path for Reports C Program Files KabaS PlexAdvanced4CS Reports Browse Cancel Help Default Path for Backup 1 Editthe following data areas as desired e Door Group Association Here you can do one of two things o Change the existing global Master PIN for the entire system i e all locks in all Door Groups o Assign different Master PINs for different Door Group locks e Manage Door Group Masters Once you have selected one of the above two options enter the changed Master PIN in the Master PIN field and re enter the PIN in the Verify PIN field Note You must remember to change the factory Master PIN default of 12345678 to the new Master PIN entered here in the software for the system to work properly 3 2 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q e Card ID Optionally you can also assign a Prox Card for the Master here in which case the Master has to use dual credential PIN and Prox Card every time to program the lock at the lock keypad e Wiegand Bit Format for Prox Cards applies to E Plex 5700 locks only Select the appropriate Wiegand Bit Format for Prox Cards that you are using in your system The default value is Standard Format 26 Bit If you select the non standard Other Format 27 to 84 Bit you must use the Prox Card Reader En
4. x i Manage Users No Last Name First Name User Group User Type PIN Card ID 1 Smith David MightShit Access 1856 014 17398 0000000000000 E dit Delete For E5700 only Batch Enroll Read User Card Help Close Total number of Users in the system 1 Editing a User Complete the following steps to edit a user 1 2 3 28 From the Manage Users window select a user to edit by clicking it Click Edit The software displays the Edit User window If a Prox Card Reader is connected x i Edit User User Group MEME Last Name Smith First Name David User Type Access hai User PIN fi 856 Save MV Assign Prox Card Prox Enroller For E5700 only Connected Cancel Card ID o01 C87ED Clone User PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q If a Prox Card Reader is not connected i Edit User User Group Nightshift v Last Name Doe First Name lJ ohn User Type Access z User PIN 5262 Assign Prox Card For E5700 only Card ID Pros Enroller Not Connected From the User Group drop down list select a user group In the Last Name field re type the last name of the user In the First Name field re type the first name of the user gt UBI OS From the User Type drop down list change the user type Refer to Lock Us
5. In the Verify Master PIN field re type the new Master PIN for confirmation Note Be sure to record the new Master User PIN that was specified Click OK The software prompts you to change the default PIN length x Please select PIN lenath for Users User PIN Length I ME M MILL Cancel Select the PIN length from the User PIN Length options Click OK The system prompts you to enter the card format Enter Card Format x Wiegand Bit Format for Prox Cards Standard Format 26 Bit C Other Format 27 to 84 Bit Cancel Select the card format from the Wiegand Bit Format for Prox Cards options Note If you only use E Plex 5200 locks in your facility Prox Card setup is not required Simply proceed to the next step Click OK The system prompts you to enter a time format Enter time format x Enter Time Format 12 Hour Time C 24 Hour Time Cancel PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp The software displays the Main Menu for the E Plex Advanced ACS z E Plex Advanced ACS amp lx wm pm T titer Se E Plex Advanced Access Control Software ALAM VERA A ond A PL fi A i p i CSS NES INSIDIIS GL at Aca rien f E po TVA NIA ACCESS CONTROL Main Menu and Toolbar This section describes the Main Menu and Toolbar which are the primary points to access the functions of the E Plex Advanced ACS Main Menu
6. Fie Description FieType Date Time Admin Building Main Entrance 1 Add or Update Door Upload 08 02 2005 4 10 PM Back Doors East back door 1 Add or Update Door Upload 08 02 2005 413 PM Admin Building East Back Door 1 Add or Update Door Upload O 4 10 PM Buildin ld West Front Door 1 Add or Update Door Uo 005 4 10 PM View Upload View Audits User Table Delete Close Help 2 Click View Upload The software displays the Door Info Report window Door access User List LLLLLU LU L UTSNqeC IU UV CLCVVNT Door Info Report Door Information Door Name West Front Door 1 Door Group Admin Building Prox Users Last Name First Name UserType CardID PIN AccessSchedue s ooo i lan Guest 123 17399 2538 Jeremy Service 000 00000 5491 Tom MUnit 123 17397 8301 Assigned Print User PINs Rita Manager 123 1739838 7077 Assigned Weathersby Jan Access 123 17395 1319 Assigned Save Users Access Schedules 01 Normal Weekday Start 08 00 4M End 05 00 PM Days Mon Tue Wed Thu Fri PIN and Card Holidays acations No Holidays V acations defined Note Click Help at any time for online help From this window you can print the report print user PINs and save the users in a data file 3 When you are finished click Close The software returns to the M Unit Uploads window 3 60 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS So
7. 12 Tap Disconnect to disconnect the M Unit from the lock 13 Repeat steps 1 12 to audit additional doors E Plex Advanced ACS User s Guide PKG 3114 0106 5 11 Programming and Auditing Locks Transferring Lock Audits from the M Unit to the PC Complete the following steps to transfer lock audits from the M Unit to the PC 1 2 3 After downloading the lock audit to the M Unit PDA return to your PC Connect the M Unit to the PC with the cradle or cable HotSync the M Unit Refer to steps 1 4 of HotSyncing the M Unit in Chapter 2 Getting Started Note If it appears that the lock data did not successfully transfer to the M Unit you should check to make sure that the Palm HotSync E Plex ACS Conduit has been installed on the PC To do so right click on the HotSync icon in the system tray of the PC Select Custom from the menu options to display the list of installed conduits and their actions If EPIexACS is not found in the list go to the Windows Start menu on the PC and access Start Programs E Plex Advanced ACS Install Palm HotSync E Plex ACS Conduit to install the conduit Then repeat the process to upload data from the M Unit to the PC After you have transferred the files from the M Unit to the PC disconnect the M Unit from PC To transfer audits into the E Plex Advanced ACS software refer to Auditing Locks in Chapter 3 Using the E Plex Advanced ACS Software Viewing Lock Diagnostics 5
8. From the Holidays Vacations menu you can set up as many as 32 holiday and vacation schedules per lock but any number of them in the software including adding editing or deleting holidays or vacation blocks When a holiday vacation period one day or a consecutive block of days is assigned to a door the door will NOT grant access to Access Users or M Unit Users during that period Holidays Vacations can be overridden by all Service Users plus any other selected privileged users and Manager Users User Groups Users User Groups mi Manage User Groups From the User Groups menu you can add edit or delete any number of user groups e Users T7 Manage Users From the Users menu you can add edit or delete up to 3 000 users and their associated PINs in a lock but any number of them in the software For E Plex 5700 locks only you can also add edit or delete their associated Prox Cards There are five types of users e Manager e Access e Guest e Service e M Unit Refer to the Summary of Pushbutton Programming Commands table in Chapter 4 Operating the E Plex Lock for detailed access rights of each of these users E Plex Advanced ACS User s Guide PKG 3114 0106 2 23 P Getting Started Doors Doors Jj Manage Doors From the Doors menu you can add edit or delete any number of physical doors that have an E Plex 5200 E Plex 5700 lock in the software Access Assignment ela Access Assignment
9. Note The door group name can be a maximum of 20 characters and may include special characters and spaces Click Save The software displays the new door group name in the Manage Door Groups window x qui Manage Door Groups No DooGrupName o 1 Admin Building 000000000 Note You can add additional door groups at any time E Plex Advanced ACS User s Guide PKG 3114 0106 3 9 p Using the E Plex Advanced ACS Software Editing a Door Group Complete the following steps to edit a door group 1 2 3 From the Manage Door Groups window select a door group to edit by clicking it Click Edit The software displays the Edit Door Group window qi Edit Door Group Please enter appropriate information to edir a door group in the system Door Group can be no more than 20 characters Door Group Cancel In the Door Group field change the name of the door group nn Edit Door Group Please enter appropriate information to edir a door group in the system Door Group can be no more than 20 characters Door Group Library Cancel Note The Door Group name can be a maximum of 20 characters and may include special characters and spaces Click Save The software prompts you for confirmation E Plex Advanced ACS System x AN Are you sure you want to update this door group Click Yes to update the door group The software alerts you that the database has been updated and th
10. Note Click Help at any time for online help From this window you can view audits and access user tables and delete M Unit downloads 3 56 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Viewing Audits Complete the following steps to view audits 1 From the M Unit Downloads window select a file from the list by clicking it Download files defining doors i x M Unit Downloads Select the door to view or delete and click the appropriate button Double click a door to view the door data Admin Building West Front Door 1_4300F852 Audit Download 08 15 2005 4 17 PM Admin Building West Front Door 1 43021353 Audit Download 08 16 2005 12 50 PM Admin Building West Front Door 81 43023D5E Audit Download West Front Door 1_430374F8 Download View Upload View Audits User Table Delete Close Help 2 Click View Audits The software displays the Audits Report window Audits Report Report Information Door Name West Front Door 1 Full audit download Door Group Admin Building Number of Audit Records Date of Audit 08 15 2005 Number of Opens Time of Audit 4 17 PM Lock Function Firmware Yersion 00 00 08 Lock Model m Audit Information Date Time LastName FirstName Type Card ID PIN Transaction 0 0 08 15 2005 10 51 AM Master Audit Download 08 15 2005 10 51 4M Master Start Communications 08 15 2005 10 50 4M Master Sta
11. The Main Menu provides access to all functions and displays the available menu options The following 13 drop down menus are available from the Main Menu File Door Groups Access Schedules Holidays Vacations 1 2 3 4 5 Users Groups 6 Users 7 Doors 8 Access Assignment 9 Program 1 O Audit E Plex Advanced ACS User s Guide PKG 3114 0106 2 21 P Getting Started Toolbar File Menu 2 22 11 Reports 12 System Setup 13 Help Refer to the appropriate section in the manual for more detail on each of the options that are available from the drop down menus These options are also available from the Toolbar The Toolbar is located directly below the Main Menu and displays the icons for the Main Menu options wopDmt ggstas You can select an icon on the toolbar by positioning the mouse pointer on the icon and clicking the left mouse button one time The menus available from the E Plex menu bar and the corresponding Toolbar icon if applicable are described in the following sections File Backup Restore From Backup Export Users Import Users Exit From the File menu you can back up data files and restore them export and import lists of users and exit the software You can export your E Plex Advanced ACS user information from the software as a tab delimited text file with the following information e Last Name e First Name e User Group e User Type e Card ID o 2
12. 42MB file 3 Follow the on screen download instructions to upgrade your current Palm Desktop and HotSync Manger to the newer Palm Desktop 4 1 4E and HotSync Manager 6 0 1 The next time you HotSync the E Plex Advanced ACS software between your XP PC and M Unit your PC and M Unit will successfully upload and download data Entering Customer Key Information Into the M Unit Before you can transfer files to the lock you must complete the registration of the M Unit 1 On the M Unit tap the E Plex ACS icon The M Unit prompts you to set the Customer Key before you can continue ma a SJE E uma Customer key is not set please change it before continuing E Plex Advanced ACS User s Guide PKG 3114 0106 2 15 P Getting Started 2 Click OK The M Unit displays the Enter Customer Key screen Fill in the fields below so that their values match those entered on the P software Palm administration will fail unless PE and Palm values match exactly 3 Using the stylus and M Unit s Keyboard function enter your 16 digit customer key in the fields Fill in the fields below so that their values match those entered on the FC software Falm administration will fail unless Po and Palm values match exactly n5i1 0100 3720 0992 Click OK PKG 3114 0106 Note You must click in each field press the Number icon on the PDA s silkscreen and tap the numbers You can locate your Custome
13. Status Synchronizing To Do List User Jawa Thomas Oo 4 When the HotSync is complete you will receive a message that it was successful 5 Once the HotSync operation is complete tap the Home icon to return to the Palm Main Menu The E Plex ACS icon should now be visible on the Palm Main Menu 2 14 PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp Windows XP vs Palm HotSync vs E Plex Advanced ACS Software Compatibility When using the E Plex Advanced ACS Software with certain Windows XP PCs a software compatibility problem exists if older versions of the Palm Desktop OS and its HotSync Manager are installed For example in some XP PCs with Palm Desktop OS 4 x and HotSync Manager 4 x you may experience problems HotSyncing your M Unit If you encounter this compatibility problem with your XP PC and Palm Desktop follow the steps below to resolve it Important Before you download the updates you must have already installed on your XP PC Palm Desktop OS 4 x or higher You must download the newer Palm Desktop 4 1 4E upgrade from the Palm website irrespective of what model of Palm PDA you currently have Complete the following steps to resolve the compatibility issue 1 Go to the following download page of the Palm website http www palm com us support downloads windesk414e html 2 Scroll the page all the way to the bottom and click on the following link 1 Ready to download Begin here
14. 84 bit Wiegand HID Card 8 digit hexadecimal number e Formatted Card ID o 26 bit Wiegand xxx yyyyy where xxx 001 to 255 and yyyyy 00001 to 65535 e PIN The first record in the text file will be the titles of the above seven fields as shown below Last Name First Name User Group User Type Card ID Formatted Card ID PIN You can also import user information from another system using exactly the same tab delimited text file format including the header title record as mentioned above You can call Kaba Access Control s Technical Support for more help with importing or exporting user information PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp Door Groups Door Groups nr Manage Door Groups From the Door Groups menu you can add edit or delete any number of door groups Access Schedules Access Schedules x NJ Manage Access Schedules From the Access Schedules menu you can add edit or delete up to 16 access schedules An access schedule is a defined time period during the span of a week in which users can be granted access to the door One of the 16 schedules will have an Always access schedule that is built into the system software this schedule cannot be changed or deleted Schedules with different access credentials for example PIN and Prox schedules and PIN only schedules cannot overlap Holidays Vacations Holidays Vacations Manage Holiday Vacations
15. PDA to transfer information between the PC and the lock Note For the purposes of this manual the Handheld PDA or Palm PDA will be referred to as the M Unit Maintenance Unit as its primary function is to perform maintenance at the lock The items explained in this chapter include e System Components e System Definitions e he E Plex Advanced ACS Package E Plex Advanced ACS User s Guide 1 1 P About the E Plex Advanced ACS System Components The E Plex Advanced ACS contains the following system components e E Plex 5200 and or E Plex 5700 locks e PC and the E Plex Advanced ACS software e Handheld M Unit and the E Plex Advanced ACS M Unit software e f E Plex 5700 locks are used Prox Cards and a Prox Card Reader Enroller Note The Prox Card Reader Enroller is recommended but not required E Plex 5200 and E Plex 5700 Locks The E Plex 5200 and E Plex 5700 door locks are stand alone battery operated electronic locks that function to grant access to authorized users An E Plex 5200 lock grants access when users enter a valid PIN at the lock keypad pushbuttons An E Plex 5700 lock will grant access if a user enters a valid PIN presents a valid Prox Card to the Prox Reader on the lock front housing or enters a valid PIN followed by an associated valid Prox Card Either model can store up to 3 000 unique users and store the last 30 000 transactions audits in the lock memory There is only one Master User per
16. When a user is selected from the list the software displays the doors assigned to that user in the Doors in which user has access area To view access schedules that are assigned to that user for a door select a door The software displays the access schedule in the Access Schedule user is restricted to area at the bottom of the screen Door By User Report NOTES To view which door s a specific user has access to select the user To view which access schedule s a specific user is assigned to select a door from the door list that appears after the user is selected User Name Doors in which user has access Davis lan Lito Jeremy Slater Tom Thomas Rita Weathersby Jan Access Schedules user is restricted to From this window you can view user doors and access schedules and print and save the List Doors by User report E Plex Advanced ACS User s Guide PKG 3114 0106 3 63 p Using the E Plex Advanced ACS Software Viewing User Doors and Access Schedules Complete the following steps to view user doors and access schedules 1 From the Door by User Report window select a user name from the User Name list The software displays the doors to which the user has access in the Doors in which user has access area Door By User Report Door Group DooName Admin Building East Back Door 1 Admin Building West Front Door 1 T
17. Write this number down as you will need to enter this same value in your Palm PDA later Ensure that your M Unit Palm PDA and the Prox Card Reader Enroller if using E Plex 5 00 PIN and proximity card locks devices are connected to your PC Create your door groups Create your access schedules Create your holidays vacations if desired Create your user groups Create your doors assigning each door with a lock model lock function etc Select a previously created door and assign access schedules access type i e access by PIN only card only or both holidays vacations and users for this door For the same selected door assign access schedules to each user You may also assign privileges to each user if desired Repeat Steps 16 and 17 above for other doors created in the system Select the Doors to program upload for your E Plex 5200 and or E Plex 5700 lock configuration files and HotSync these upload data files to your M Unit On the M Unit screen tap the E Plex ACS icon to launch the program Enter the same 16 digit Customer Key from your E Plex ACS PC software into the E Plex application s Enter Customer Key screen one time entry only Important Ensure that the actual lock on the door to be programmed is properly installed and initialized as per the Installation Instructions that came with the lock Take the M Unit to each of the desired doors locks select the upload file for the door and program the
18. ag Manage Access Assignment Note The Access Assignment menu is the most important menu everything related to access control is tied together in this menu From the Access Assignment menu you must select a door and assign the door schedules holidays vacations and the users who should have access to this door When you assign the access schedules to the door you must also specify if the door schedule requires PIN access Prox Card access for E Plex 5700 only or dual credential access for E Plex 5700 only and ensure that these schedules do not overlap Also for each user type you must also assign a schedule and optionally assign any one or more of the following three privileges e Override holidays vacations e Override deadbolt e First user passage entry Finally you also have the option to enable the passage mode function by default it is disabled After this process the lock configuration data is set up and prepared to be HotSynced to the M Unit and then uploaded to the door lock Program ra Program 8 Program Lock The Program area of the software is selected when the lock configuration data have been prepared to be uploaded to a door lock If data have been prepared you can transfer HotSync the data to the M Unit so they can then be used to program the lock s Audit m m Audit B Audit Lock The Audit area of the software is selected when new audit data have been received from a door lock via the M Unit for reporting p
19. equivalent to entering the command M Unit PIN Card indicated by alternate green and red flashing LEDs Now the M Unit User can program the lock Programming Locks To program locks the M Unit User uses the M Unit to transfer lock data from the E Plex Advanced ACS software to the E Plex 5200 E Plex 5700 lock Note Before you can transfer lock data to E Plex 5200 E Plex 5700 locks you must first prepare the data in the E Plex Advanced ACS software Refer to Programming Locks in chapter 3 Using the E Plex Advanced ACS Software for more information Once lock data has been prepared at the PC you are ready to transfer data to the locks Complete the following steps to transfer data to the E Plex 5200 E Plex 5700 lock using HotSync Transferring Files from the PC to the Lock through the M Unit 1 HotSync the M Unit Refer to steps 1 4 of HotSyncing the M Unit in Chapter 2 Getting Started Note If it appears that the lock data did not successfully transfer to the M Unit you should check to make sure that the Palm HotSync E Plex ACS Conduit has been installed on the PC To do so right click on the HotSync icon in the system tray of the PC Select Custom from the menu options to display the list of installed conduits and their actions If EPIexACS is not found in the list go to the Windows Start menu on the PC and access Start Programs E Plex Advanced ACS Install Palm HotSync E Plex ACS Conduit to install the conduit The
20. software allows Operators to group doors according to any criteria For example your site may be a small college campus where you will be installing the E Plex 5200 and or the E Plex 5700 locks in four different buildings In this case you can create four different door groups and name them Admin Bldg Library R amp D Bldg and Dorm A Or you can create many door groups within a building like Classrooms Maintenance Areas and Faculty Offices The E Plex Advanced ACS software allows you to manage door groups from the Door Groups menu Note You can define any number of door groups in the software To manage door groups from the Door Groups menu select Manage Door Groups or click the Manage Door Groups button Door Groups Manage Door Groups gu The software displays the Manage Door Groups window qi Manage Door Groups No Door Group Name From this window you can add edit or delete door groups PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Adding a Door Group Complete the following steps to add a door group jm From the Manage Door Groups window click Add The software displays the Add Door Group window rn Add Door Group Please enter appropriate information to add a door group to the system Door Group can be no more than 20 characters Door Group E Cancel In the Door Group field type the name of the door group you are adding
21. 0112 and 013 Refer to the separate E Plex 5X00 Mortise and Thumbturn Addendum sheet for detailed instructions Initial Programming of the Lock Once the required lock function is set the lock must be programmed before daily use This section provides information about the initial programming of the lock including e Entering Pushbutton Programming Mode e Modifying the Master User PIN Command 0007 e Additional Pushbutton Keypad Commands e Resetting the Lock e Summary of Pushbutton Programming Commands e Visual Feedback Message Definitions 4 0 PKG31140106 E Plex Advanced ACS User s Guide Operating the E Plex Lock at its Keypad lt q Entering Pushbutton Programming Mode This section describes the sequence of tasks to program the lock at the keypad in Pushbutton Programming Mode 1 Put the lock in Programming Mode by pressing Master code 2 Use the Summary of Pushbutton Programming Commands table on page 8 of this chapter to enter the three digit command sequence command type function code followed by Enter the appropriate numbers as required Press to end Programming Mode Once the lock is in Programming Mode multiple command sequences can be entered without having to repeat the Master code However if there is no activity for 15 seconds at the keypad the lock will automatically exit from Programming Mode Example e Ifthe Master or Manager enters his her code of 87654321 the door will o
22. 12 You can view lock diagnostics when connected to the lock This provides you information about The model of the lock The lock function Time and date Battery life VCC CPU MHz Firmware version Last key pressed on the lock Days in use since first startup Privacy deadbolt on off Remote unlock on off Key override on off PKG 3114 0106 E Plex Advanced ACS User s Guide Programming and Auditing Locks lt q To View Lock Diagnostics Complete the following steps to view lock diagnostics 1 Connect the M Unit to the Lock using the Communications code 2 From the E Plex ACS main menu select Diagnostics IE Diagnostics 7D DataMgt o ELTE MEAM o0 IF Admin Building West Front Door 1 Model ES 700 Time 12 40 prn Date 8716 05 Batt 5 98 Wee 3 00 Wy FU MHz 5 55 FA Ver 0 00 11 Jl Last Kev j Timer 18 Days 1 Syne Chock nE r m 3 Tap Sync Clock if you want to synchronize the lock s clock with the M Unit s 4 When you are finished tap Close Data Management From the M Unit you can manage existing lock data files on the M Unit You can view lock data files that you have transferred to the M Unit and delete them if you no longer need them E Plex Advanced ACS User s Guide PKG 3114 0106 5 13 P Programming and Auditing Locks Managing Lock Data Complete the following steps to manage lock data including viewing data and deleting it 1 From the E
23. Enter another to indicate end of programming Resetting the Lock You can return to factory default parameters by performing a Hard Reset This returns the lock to Factory Mode including deleting all codes putting the lock back to factory default values 4 digit access code length and making the Master code 12345678 Also the lock function will revert to the default Entry function A hard reset is performed as follows 1 Insert the key turn to retract latch and hold in open position 2 Within 5 seconds press and then release the key 3 While red green light flashes press 123456788 on keypad The lock will reset You will see two flashes of the green light with a corresponding high pitch tone followed by the motor crunch indicating that the reset is successful The lock is now reset to the Factory Mode and the Master code is now 12345678 E Plex Advanced ACS User s Guide PKG 3114 0106 4 7 gt Operating the E Plex Lock at its Keypad Summary of Pushbutton Programming Commands Configuration 000 Modify Master User PIN lock s Master activation Always eight digits MMMMMMMM MMMMMMMM Manual Passage Activate de activate Passage Mode Master Manager Mode P 0 or 1 0 disable Passage Mode 1 enable Passage Mode Global Lockout Activate de activate Lockout Mode Master Mode Master User is not affected by Lockout Mode L L Oor 1 0 disable Lockout Mode 1 enable Lockout Mode Diagnostic
24. Interface Application on Palm Organizer e Install Palm HotSync E Plex ACS Conduit e Uninstall Palm HotSync E Plex ACS Conduit Follow the InstallShield Wizard prompts to complete installation During installation the system displays the Enter Registration Information screen Enter Registration Information x Enter Serial number Enter Registration key Complete the Enter Serial number and Enter Registration key fields Click OK The system congratulates you for successful registration E Plex Advanced ACS Registration x Congratulations you have successfully registered this product Click OK The system displays the InstallShield Wizard Complete screen indicating that the software installation is complete E Plex Advanced ACS InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successfully installed E Plex Advanced ACS Click Finish to exit the wizard Back Eancel Click Finish to exit the InstallShield Wizard PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp Customer Key Security After successful registration the system automatically generates a unique 16 digit Customer Key which will be your system security key This Customer Key will be used throughout your facility as part of system security in your PC database the M Unit handheld and the E Plex 9200 and E Plex 5700 locks Your 16 digit Customer Key can be read anytime from the
25. LockModel 0000000000000 ZO Click Yes The software displays the updated Manage Doors window where the locks Total number of Doors in the system 0 3 38 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Note You should update your locks to reflect modified door groups by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Access Assignment The Access Assignment function allows you to assign each door one at a time its access granting door and user configuration From this menu you must select a door and assign the door schedules holidays vacations and the users who should have access to this door When you assign the access schedules to the door you must also specify if the door schedule requires PIN access Prox Card access for E Plex 5700 only or dual credential access for E Plex 5700 only Also for each user type you must also assign a schedule and optionally assign any one or more of the following three privileges e Override holidays vacations e Override deadbolt e First user passage entry Finally you can optionally enable the Passage Mode function by default it is disabled After this process the lock configuration data is set up and prepared to be HotSynced to the M Unit and then uploaded to the door lock To manage door access as
26. Phone Number Email address Purchased from which dealer Saginaw Locks Last Name Title Position Facilities Manager State Province I Fax Number 989 555 5678 Email address again to confirm Date purchased dd mm yyyy select 24 01 2006 PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp 8 Complete the fields of the Contact Information area Fields followed by an asterisk are required 9 Complete the fields of the Software Registration area Your Serial Number and Factory Number are located on the software jewel case SOFTWARE REGISTRATION Select the lock model s that will be used with this software C E Ple 5200 E Plex 5700 Both Select the software version Purchased Software Demo Software Serial Number Factory Number 6 digits 8 digits 4 digits per entry field 35462 602 0100 10 Complete the fields of the Optional Information area if you choose to provide additional information to Kaba Access Control A sample of some of the fields is shown below OPTIONAL INFORMATION What factor influenced your decision to purchase this product C Advertisement Sales Representative C Security Consultant C Other specify What type of installation will be utilizing the software check all that apply l Commercial Building Iv College University School Educational I Airport Note Information submitted is k
27. Plex ACS main menu select Data Mgt m GE Help o 00 Diagnostics D Data Management B Select a GROUP data file Admin Building AL SA 2005 3 Select the door group for the door you want to manage The Data Management screen displays the doors in the selected door group Main Entrance 1 Tp est Front Door 1 4 Select the door you are managing from the list 5 14 PKG 3114 0106 E Plex Advanced ACS User s Guide Programming and Auditing Locks lt q To View Lock Data 5 Tap Select The M Unit displays the door data Select a DOOR data file East Back Door 1 West Front Door 1 Information a West Front Door 1 Admin Building Records 1 Bytes 2604 2 50pm 8 10 05 To Delete Lock Data 6 Tap Delete The M Unit prompts you for confirmation 1 Data mM r Select a DOOR data file ast Back Door 1 West Front Door 1 Delete Door 7 Click OK The M Unit deletes the lock data E Plex Advanced ACS User s Guide PKG 3114 0106 5 15 Programming and Auditing Locks 5 16 PKG 3114 0106 E Plex Advanced ACS User s Guide
28. but any number of them in the software To manage holidays vacations from the Holidays Vacations menu select Manage Holidays Vacations or click the Manage Holidays Vacations button Holidays vacations Manage Holiday Vacations P E Plex Advanced ACS User s Guide PKG 3114 0106 3 17 p Using the E Plex Advanced ACS Software The software displays the Manage Holidays Vacations window Manage Holidays acations EMI a Manage Holidays Vacations No Holiday Vacation Name From this window you can add edit or delete holidays or vacations Adding a Holiday Vacation Complete the following steps to add a holiday vacation ds From the Manage Holidays Vacations window click Add The software displays the Add Holiday Vacation window gp Add Holiday Vacation Please enter desired holiday vacation and select Add to enter it into the system Once all holidays vacations have been entered select Done To delete a holiday vacation select it from dropdown list and select Delete NOTE 11 59 PM 23 59 indicates end of the calendar day Holiday Vacation Name PO v All Day Event Start Date and Time 7 21 2005 End Date and Time 7 21 2005 Cancel In the Holiday Vacation Name field type the name of the holiday or vacation you are adding Note A holiday or vacation name can be a maximum of 16 characters and may include special characters and spaces Leave the All Day Event check
29. high pitched beep indicating that the lock has re initialized properly Sequence of Operations This section describes the sequence of operations for accessing and programming the E Plex 5200 E Plex 5700 lock With the E Plex 5200 E Plex 5700 in the Factory Mode e Program the lock function of the lock if you want it to be anything other than the factory default Entry function Note Refer to the separate E Plex 5X00 Lock Function Setup Guide for instructions on changing to the desired BHMA lock function e Change factory Master to your own Master Code always eight digits to place lock in Access Mode E Plex Advanced ACS User s Guide PKG 3114 0106 4 3 P Operating the E Plex Lock at its Keypad The lock is now activated and can be programmed using the M Unit Maintenance Unit Palm PDA For Programming and Auditing Locks using the M Unit refer to Chapter 5 Default Values of the E Plex 5200 and E Plex 5700 Lock Programmable Parameters Dat MD Y Tine em Buzzer volume control Low Tamper shutdown time Master PIN 12345678 Eight digits Configuring the Lock Functions Before putting the lock in service you must first program the Lock Function when still in Factory Mode The default lock function for any lock from the factory is Entry lock function which is the same as a Cylindrical lock without a privacy thumbturn a Mortise lock without a deadbolt or an Exit Trim lock The command codes involved here are
30. in Chapter 1 About the E Plex Advanced ACS Note The User Type field defaults to Access User 6 In the User PIN field the User PIN for this user will be automatically generated by the software which can be overridden by the Operator to any other PIN of the same length 7 For E Plex 5700 lock users only select the Assign Prox Card check box For E Plex 5200 lock users proceed to step 10 8 Click the Card ID field to place the cursor there so that the Prox Reader is ready to read the Prox Card ID of the user Note The Card ID field is only available if you select the Assign Prox Card check box Caution The Card ID field should not be entered manually It must be read from the Prox Card via the Prox Reader Enroller attached to the PC For manual card ID entry you must do it under the Batch Enroll sub menu selection E Plex Advanced ACS User s Guide PKG 3114 0106 3 27 p Using the E Plex Advanced ACS Software 10 11 Place a flat side of the Prox Card on or in close proximity to the Prox Reader The Card ID field will display the card ID and the Prox Reader will display a green light once the card is successfully read Note Be careful to present the Prox Card quickly so that it is read only once Click Save The software alerts you that the user was enrolled E Plex Advanced ACS System x fs i User was enrolled successfully Click OK The software displays the new user in the Manage Users window
31. is always eight digits in length In E Plex 5700 locks the Master User can also assign a Prox Card for dual credential programming of the lock at the lock keypad E Plex Advanced ACS User s Guide PKG 3114 0106 1 5 P About the E Plex Advanced ACS e Manager User A Manager User is a second tier administrator who can program all lock functions specified in the Summary of Pushbutton Programming Commands table in Chapter 4 Operating the E Plex Lock Each lock can have up to 3 000 Manager Users e Access User An Access User has only the ability to open locks Each lock may have up to 3 000 Access Users which are permanent and never expire e Guest A Guest only has the ability to open locks for a specified amount of time Each lock may have up to 3 000 Guest Users which are temporary and last between 1 day and 365 days 1 year e M Unit User An M Unit User does not have access to open any locks The M Unit User can only perform maintenance on locks as well as any lock programming and auditing Each lock may have up to 3 000 M Unit Users e Service User A Service User has authorization any time of day to a lock for a specified period of time from 1 hour to 24 hours from the first time he or she enters the PIN or for one time entry The Service User has PIN only access to the E Plex 5200 or E Plex 5700 locks Note Optionally all of the user types including Manager Users can have one or all of the following thre
32. line for assistance It is recommended that you create another operator for the software so that you have more than one entry path into the software 6 Click OK The software displays the following message E Plex Advanced ACS System x fs i Operator added to E Plex Advanced ACS system successfully 7 Click OK The software displays the following message E Plex Advanced ACS System i x fe i PIN Length Prox Card Format Time Format Backup Path and Reports Path can be changed via System Setup 8 Click OK The software prompts you to change the factory default eight digit Master PIN to some other eight digit Master PIN Note You must change the factory default Master PIN 12345678 to some other eight digit PIN both here in the software and at the lock pushbutton keypad Otherwise you cannot use the E Plex Advanced ACS lock system E Plex Advanced ACS System x fe i The Factory default Master PIN in the lock must be changed From 12345678 to something else For the system to work 9 Click OK The software displays the New Master PIN window x t R vw KATA Enter your new Master PIN Master PIN IERI TES Verify Master PIN 2348878 5 Cancel 10 In the Master PIN field type the new global Master User PIN for all locks Note The Master PIN must be eight digits long E Plex Advanced ACS User s Guide PKG 3114 0106 2 19 P Getting Started 2 20 11 12 13 14 15 16
33. lock Lock Modes You can access the E Plex 5200 or the E Plex 5700 lock by three modes e Factory Mode The lock is shipped from the factory in Default Factory Mode and is operational after being installed The lock can only be opened with the Default Factory Master User PIN of 12345678 e Access Mode This mode refers to a lock that is operational for user access When the lock is in Access Mode the method of lock access is PIN only for the E Plex 5200 The method of lock access for the E Plex 5700 is PIN only Prox Card only or PIN and Prox Card e Pushbutton Programming Mode In this mode the Master User the Manager s or the M Unit Users can enter one or more command sequence to program configure or audit the lock For more information about using the lock in these modes refer to States of the Lock in Chapter 4 Operating the E Plex Lock at its Keypad Lock Access Methods You can open a lock using one of three different access methods You can set up the lock to require different access methods for different users or for the same user operating the lock on different access schedules PIN Only E Plex 5200 or E Plex 5700 Entering a valid PIN into the lock keypad will grant access to the lock PKG 3114 0106 E Plex Advanced ACS User s Guide About the E Plex Advanced ACS 4 Prox Card Only E Plex 5700 only Only the presentation of a valid Prox Card is required to access the lock PIN and Prox Card E Plex
34. lock even though all the user and lock configuration parameter information will not be lost When the lock loses its date time all of your access schedule times will be out of sync thus denying access to valid users In this case you MUST update the lock s date time with the current date time in the M Unit You can do this simply by putting the lock in Communications Mode enter the 9002 command on the lock keypad and tap Program on the M Unit screen and then tapping Close On the E Plex ACS Diagnostics screen of the M Unit tap Sync Clock The M Unit screen will refresh and displays the correct date and time Tap Close to exit the Diagnostic program and then tap Disconnect to end communications Important Please ensure that your M Unit s current date and time are set correctly before synchronizing with the lock If you forget to update the date time the lock will keep flashing the red LED every 8 seconds as a reminder until the lock s date time is updated Note In rare instances when you reconnect the lock with new batteries the lock may not re initialize properly a typical symptom is that the lock does not recognize any pushbutton input If this happens disconnect the battery pack press any one of the pushbuttons for a minimum of 2 seconds to discharge the built in circuit capacitance and then re connect the battery pack Wait a couple of seconds until you see the green LED flash once followed by the sound of the motor crunching and a
35. schedule The software alerts you that the database has been updated and that it will search for affected doors E Plex Advanced ACS System x fe i The access schedule template M F 8 00 5 00 was updated to the database successfully The system will now check to see if any doors are affected 9 Click OK If doors were affected the software alerts you with a list of doors that need to be re programmed else the following screen is displayed E Plex Advanced ACS System x i No doors are affected by this change E Plex Advanced ACS User s Guide PKG 3114 0106 3 15 P Using the E Plex Advanced ACS Software 10 Click OK again The software displays the edited access schedule in the Manage Access Schedules window Manage Access Schedules 2 Manage Access Schedules No Schedule Name Sun Mon Tue Wed Thu Fi Sa Stt md 235 3 3222 U Always a ee ee ee 2004M 1 53PM 2 M F 8 00 5 0 a E 8 00AM 5 00 PM Schedule assignment Day is assigned to Access Schedule D Dayis NOT assigned to Access Schedule Note You should update your locks to reflect modified door groups by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Deleting Access Schedules Complete the following steps to delete access schedules 1 From the Manage Access Schedules window select an access sched
36. transfer upload data to and receive download data from the locks for the purpose of programming and auditing the locks The items explained in this chapter include e M Unit Handheld PDA e Programming Locks e Auditing Locks e Viewing Lock Diagnostics e Data Management E Plex Advanced ACS User s Guide 5 1 Programming and Auditing Locks M Unit Handheld PDA The Maintenance Unit M Unit is Kaba Access Control s term for a handheld Personal Digital Assistant PDA that communicates with the locks via infrared signal The M Unit PDA connects to your PC to receive data downloaded from the PC Lock Configuration Files for example and to upload program the locks The infrared receiver and transmitter on the PDA when aligned with those of the lock will transfer data from the PDA to the lock program or from the lock to the PDA audit Important Ensure that the current date and time on your system PC and your PDA are accurate including the Daylight Savings Time setup If the date and time are not correct your users will not be able to access the lock The operations involving the M Unit are the following e Create Lock Configuration Files including user data for each lock in a door group e Transfer HotSync Lock Configuration Files from PC to M Unit e Program the locks using the M Unit e From the Audit icon select the number of records to audit 500 is the default and 30 000 all audits is the maximum If you al
37. transfers the E Plex ACS M Unit software files from the PC to the M Unit and automatically installs them on the M Unit 8 Ensure that the M Unit is placed correctly into the cradle or is connected via the HotSync cable and turn on the M Unit 9 Ensure that the HotSync Manager is active by checking to see if the HotSync icon is visible in the system tray If it is not active load the HotSync Manager per the Palm Desktop instructions 10 Tap the HotSync icon from the M Unit main menu or press the HotSync button on the cradle 2 12 PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp HotSyncing the M Unit Complete the following steps to HotSync the M Unit This installs the E Plex ACS application on the M Unit 1 From the main screen of the M Unit tap the HotSync icon oe w CQ C 402069 Address falc W Cord Into Clock Date Book 2 When the following screen appears ensure Cradle Cable or just Cable depending on the type of PDA you have is selected You will receive a series of messages while the HotSync is in progress IE ast HotSync 716705 12 58 pm using CradlesCable E Modern CrodleCable E Plex Advanced ACS User s Guide PKG 3114 0106 2 13 B Getting Started 3 Tap the HotSync button The following screens appear on the M Unit and PC Desktop while the M Unit connects with the PC M Unit onnecting with the desktop sing Cradle Cable PC Desktop HotSync Progress
38. view the door settings Note Click Help at any time for online help From this window you can view and save the Doors report print all doors and view door information E Plex Advanced ACS User s Guide PKG 3114 0106 3 61 Using the E Plex Advanced ACS Software Viewing the Doors Report Complete the following steps to view door information 1 From the Doors Report window select a door by clicking it Doors defined on E Plex Advanced ACS system Admin Building East Back Door 1 2 Admin Building Main Entrance 1 Back Doors East back door 1 Service 000 00000 5491 MUni 123 1739 8301 Assigned Manager 123 17398 7077 Assigned Jan Access 123 17395 1318 Assigned 01 Normal Weekday Start 08 00 4M End 05 00PM Days Mon Tue Wed Thu Fri PIN and Card Note Click Help at any time for online help From this window you can print the report print user PINs and save the users in a data file 3 When you are finished click Close The software returns to the Doors Report window 3 62 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q List Doors by User Report The List Doors by User report allows you to select a user and view all doors that the user has been assigned to as well as the access schedules associated with each door
39. 000000 and 99999999 as follows 00072MMMMMMMMH for example 000287654321 4 Enter the Master Code again 87654321 for confirmation Example of complete entry 000 87654321 87654321 Key in another to indicate the end of programming After you are finished you will always use your own Master code Please write down the code and keep in a safe place The factory code is no longer valid E Plex Advanced ACS User s Guide PKG 3114 0106 4 5 P Operating the E Plex Lock at its Keypad Additional Pushbutton Keypad Commands The following operations can only be performed at the lock s keypad All other functions are to be set up and sent from the E Plex Advanced ACS software via the M Unit Palm PDA e Activating de activating Passage Mode command 39977 e Activating de activating Lockout Mode command 499 e Performing manual diagnostics command 500 e Identifying a lock model command 501 Activating De activating Passage Mode Command 399 You have already set up in the software a default duration for a lock to remain in manual Passage Mode When you activate manual Passage Mode at the lock keypad it becomes enabled for the duration you have set in the software If your length is six hours and you manually activate Passage Mode at 1 00 it will automatically re lock at 7 00 Even if the lock was taken in and out of Passage Mode multiple times during the six hour period it will still re lock after six hours programmable fro
40. 5700 only The entry of a valid PIN followed by the presentation of a valid associated Prox Card is required to access the lock Access via PIN and Prox Card is identified as dual credential access Prox Cards and Prox Card Reader Enroller E Plex 5700 Only The E Plex 5700 lock supports HID Prox Card access as a method of lock entry for users The Master Operator can enroll Prox Cards for users at the PC via the pcProx Card Reader Enroller or through the manual Batch Enroll method Note 1 The E Plex 5700 lock supports only HID supported Prox Cards with Wiegand bit formats from the standard 26 bits up to 84 bits Note 2 The Prox Card Reader Enroller is recommended but not required if only the Standard 26 bit Wiegand format Prox Cards are used in the system PC and E Plex Advanced ACS Software The E Plex Advanced ACS software is installed on the PC and allows you to manage your door locks and the associated user data from the PC It also offers audit and reporting capabilities M Unit and E Plex Advanced ACS M Unit Software The E Plex Advanced ACS M Unit software is installed on the M Unit and allows for programming uploading and auditing downloading of data to and from the lock It also allows for the download of User Table and lock Audit data from the lock to use for reporting purposes at the PC System Definitions This section contains system definitions for the following items e PC System Operator Classification
41. A running Palm OS 4 0 or higher See the latest list of compatible PDAs on the E Plex 5200 E Plex 5700 Web site www e plexlock com e APalm cradle or a HotSync cable is required to connect the Palm to the PC Note For E Plex 5700 lock systems only You can order the pcProx Card Reader Enroller with your E Plex Advanced ACS This device makes it quick and convenient to enroll assign Prox Cards to E Plex 5700 lock users It can also be used to read and verify a user s lost and found card However it is not required if all of your Prox Cards are standard 26 bit Wiegand format in which case you can manually input card IDs through Batch enrolling A USB port is required at the PC to use the Prox Reader Enroller Basic System Setup Complete the following steps in this order prior to setting up the system for use e Install the Palm Desktop OS on the PC and test for a successful HotSync operation on the Palm PDA M Unit e Install and register the E Plex Advanced ACS software on the PC ensuring first that you have Administrative rights to the PC You must register the software for successful installation e Install the E Plex Palm Interface application on the M Unit e For E Plex 5700 lock systems only Connect the Prox Card Reader Enroller and enable the device as connected in the System Setup System Settings menu of the E Plex Advanced ACS software Quick Start Guide Complete this Quick Start Guide to quickly set up an E P
42. Changed Doors complete step 5 E Plex Advanced ACS User s Guide PKG 3114 0106 3 49 p Using the E Plex Advanced ACS Software 3 The software displays the door name in blue indicating that it is available to be programmed Data File Generator PC to Handheld East Back Door 1 8 02 2005 3 51 p 4 Click the green arrow The software displays the door in the Doors to program area Data File Generator PC to Handheld Admin Building E ast Back Door 1 Proceed to step 6 3 50 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 5 If you click Select Changed Doors the software displays the door s where the lock configuration data has been updated in the Doors to program area Note The doors that have undergone change and are waiting for Sync File creation will be the only doors that will display in the Doors to program area Data File Generator PC to Handheld p x 8 NOTE Select a Door group from the Door Groups list The doors that are attached to that Door Group will be displayed in the Available Configuration Files list The ones that have undergone change and are waiting Sync file creation will be highlighted in green To create the files select the Select Changed Doors button Once all desired doors are listed in the Doors to program l
43. Control s Technical Support phone line as shown below Install E Plex Advanced Access Control Software QA You must first register the software before proceeding further You can register by selecting either of the following two options Please have the 8 digit Factory number and the 6 digit Serial number found on your Advanced ACS Software CD case ready Select an option Option 1 Register Online Option 2 Register by Phone Main Menu If you click Option1 Register Online proceed to the next step If you click Option 2 Register by Phone proceed to step 16 Option 1 Registering Through Kaba Access Control s Website 5 This action assumes that your PC can connect to the Internet When you select this option the system displays the following screen directing you to Kaba Access Control s software registration website Install E Plex Advanced Access Control Software QA You are about to register Kaba s Advanced ACS software Online Clicking on the link below will take you to Kaba s product software registration website where you must Fill out your contact information Type in the 8 digit Factory number Type in the 6 digit Serial number Receive your unique 8 digit Registration key number Kaba software registration website Click on the Continue Installation button to complete the installation You will be prompted to enter the 6 digit Serial number and the 8 digit Registration key t
44. D NN a e e e a 3 8 rANole aie kee Wie le OUD ean ar OO T 3 9 E dting Bae Ci colt NE a aa a 3 10 Delcting a Door colt opener nee eee ne eet a ae 3 11 Marnagingsccess ochedules sospressa aai fatui a e 3 12 Adding an Access Schedule cccccsesccccceeeeccenseeeceeseeeceaeeecceseeessseeecsageeecseseeessaueeessageeesseneessseags 3 13 Editing an ACCESS Schedule te 3 14 Deleting Access Schedules cccccccssecccceeseeeceeseeeceeueeecseuseecsegeeecsauseesseaseeecsaueeessaseesssageeessaseessssaes 3 16 Managing Holidays Vacations ccccccccccccseseceeeeeeeeeeeeeeeeeeeeeeeseeeeeesseeeeesseeeeessaeeeesseeeesaaeeeesseneseesaaeeees 3 17 AGING a HONGAY V ACAUON mE 3 18 Editing acHlOlidayi VACAUON e 3 20 Deleting a Holiday Vacation siessen a a T aa a 3 22 Managing User GGUS raer aeaaaee a a aa ia a a a i a E aaa aid 3 23 Adding a dui Melee MT 3 23 Editing a User Group NEED r 3 24 Deleting aUser GrOUP aans e a aa a a aa a a aa T a 3 25 E Plex Advanced ACS User s Guide iii NUE T are To In eUS E poeeeeee anne nee anne enone ene aa ee eee 3 26 aeo NEN AS E prm 3 26 FEUNGA USO oenn a E a a NES 3 28 Deleg US OM E e e Ea ae EE 3 30 Batch Enrolling Users E Plex 5700 Only orines inaa aaa ea aana aaia TRESETA A aN 3 31 Reading a User Card E Plex 5700 Only 0 cccccccccceccceeeeeeeeeeeeeeeeeeeeeaeeeeeeeeaaaaeee
45. Door 1 E5700 00 Add Delete Help Total number of Doors in the system 1 Close 3 36 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Note You can add additional doors at any time Editing a Door Complete the following steps to edit a door 1 2 oo Gm X From the Manage Doors window select a door to edit by clicking it Click Edit The software displays the Edit Door window x Jj Edit Door Door Group Erin bs Ls Le Door Name E ast Back Door tt m Lock Parameters Lock Function Unlock Time 5 Cylindrical or Mortise without Deadbolt Ex BuzzerVolume f2 zd C Cylindrical with Privacy Thumbturn zm Tamper Cout 3j Mortise with Deadbolt Tamper Shut Time 30 With Privacy Manual P tion afal Patage Duration za C Residence Lock in Passage Mode by Default Lock Model s E5200 E5700 C Exit Trim Save Cancel From the Door Group drop down list change the door group In the Door Name field re type the name of the door From the Unlock Time field change the unlock time by using the Up and Down arrows From the Buzzer Volume field change the volume level by using the Up and Down arrows From the Tamper Count field change the tamper count value by using the Up and Down arrows From the Tamper Shut Time field change the tamper shut time value by using the Up and Down arrows Se
46. Downloads Select the door to view or delete and click the appropriate button Double click a door to view the door data DoorGroup _ Door Name File Description FileType Date Time Admin Building West Front Door 1 4300F852 Audit Download 08 15 2005 4 17 PM Admin Building West Front Door 1 43021353 Audit Download 08 16 2005 12 50 PM Admin Build Audit Download 08 15 3 24 PM in Build Front E 3037 loa 8 17 2005 AFG Download View Audits User Table Delete Close Help 2 Click User Table The software displays the User Table Report window User Table Download Report l x User Table Report Report Information Door Name West Front Door 1 Number of Users 5 Door Group Admin Building Lock Function Firmware Version 00 00 08 Lock Model E5700 Door User List PIN Schedules UserType Cad ID UserName 1319 16 Access 123 17395 Jan weathersby 2539 Guest Window Guest 123 17399 lan Davis 5431 00 Service Jeremy Lito 7077 User not found in E Ples Advanced ACS system 8301 16 MUnit 123 1739 Tom Slater Display Access Schedules C Display Holiday Vacation Settings 00 No Access 16 Always Access DO Always Start 12 00 4M End 11 58 PM Days Sun Mon Tue Wed Thu Fri Sat PIN Only Print Save Help Note Click Help at any time for online help From this window you can display access schedules display holiday vacation settings and print or
47. GUVIRY EOG REDON 225 inerte ced pt Manet lieth ad bo Dieu meat E las bras sel rodent 3 65 LISE WSEIS REDON idre E E E N O E A a sien 3 65 List Operators REDON araa a Diode obere eter turns Mc Pd eer eet 3 66 4 Operating the E Plex Lock at its Keypad 1 lese eieeeieeeeniieenn nennen nnn nnn nnn anna a nana nn 4 1 Overview OT INCL OCK der EE 4 2 States of the LOCK Mu HDI 4 2 Battery Life and ReplacemMentt ccccsscccccseseecceseecceseeeceeneeecseuseecseaseeeseugeeesseeeecsueeeessageeesseageeesseags 4 2 Seguente Or ODEFallOFiS soraio a odes fbrte mto dest ae so mesa ane pisces ig edad ie teats 4 3 Default Values of the E Plex 5200 and E Plex 5700 Lock Programmable Parameters 4 4 Contiguring the LOCK FUNCIONS e o ie i ee oboe Dru e A aed 4 4 Initial Programming Or the LOCK dete E 4 4 Entering Pushbutton Programming MOde cccccccccseceeceeeeceeeeeseeeesaeeeeseeeeseeeeeeeeesaueeeaeeeesaneeesneeees 4 5 Modifying the Master User PIN Command OOO cccccecceccseeeeeeeeeeeeeseeeeeeeseeeeeeseeeeeeaeeeeessageeeeaaass 4 5 Additional Pushbutton Keypad Commands ccccccccseeceecaeeeeeeeeeeeeeseeeeeeeseeeeeeeeeeeesaaeeeesseeeeesaeeeeessaes 4 6 FRESCCING LMC LOCK exc rane tT E 4 Summary of Pushbutton Programming Commands sess eene nnne nnns 4 8 Visual Feedback Message Definitions ccccccssscecceeseeecc
48. Help About screen of the E Plex Advanced ACS software as shown below E Plex amp dvanced amp ccess Control Software Version 1 0 10 Customer Key 0511 0100 3720 0832 335 725 1331 Tech Support amp Customer Service 800 843 8324 Copyright amp 2005 This same Customer Key must also be entered in your M Unit s before programming and or auditing the E Plex 5200 and E Plex 5700 locks Example of Software Registration Data Input and Output A 6 digit Serial Number 123456 and an 8 digit Factory Number 0511 0100 will generate an 8 digit Registration Key 3720 0992 so that your unique Customer Key will be 0511 0100 3720 0992 which is a combination of Factory No Registration No Installing the E Plex Palm Interface Application on the M Unit Palm PDA Once the E Plex Advanced ACS application is installed complete the following steps to install the E Plex Palm Interface Application on the M Unit Palm PDA 1 Select Start Programs from the Windows task bar 2 Select the E Plex Advanced ACS menu item 3 From the E Plex Advanced ACS menu select Install E Plex Palm Interface Application on Palm Organizer m E Plex Advanced ACS d R E Plex Advanced ACS Help E Plex Advanced ACS Install E Plex Palm Interface Application on Palm Organizer Install Palm HotSync E Plex ACS Conduit Uninstall Palm HotSyne E Plex Conduit E Plex Advanced ACS User s Guide PKG 3114 0106 2 11 b Ge
49. K The software displays the edited user in the Manage Users window LT x i Manage Users No LlasName FistName UserGrup User Type PIN Cad ID 1 Smith Susan Night Shift Access 1856 014 173990 Add Hr Delete For E5700 only Batch Enroll Read User Card Help qu Close Total number of Users in the system 1 Note You should update your locks to reflect modified users by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Deleting a User 3 30 Complete the following steps to delete a user 1 2 From the Manage Users window select a user to delete by clicking it Click Delete The software prompts you for confirmation E Plex Advanced ACS System xj 1 Are you sure you want Eo delete user Susan Smith 9 e Click Yes The software alerts you that the user has been deleted from the database E Plex Advanced ACS Systemi x y e i User deleted successfully Click OK The software alerts you if no door groups were affected E Plex Advanced ACS System x i No doors are affected by this change PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 5 Click OK again The software returns to the updated Manage Users window Manage Users Manage Users No L
50. S System x 1 Are there any other Prox cards to scan v 6 Click Yes to scan another card or No to return to the Manage Users window If you click Yes the software displays the Read Lost Card window to perform another search x i Read Lost Card Please scan Pros card and once card is scanned select OK If you click No the software returns to the Manage Users window 7 Click No The software returns to the Manage Users window x T Manage Users 1 17395 Night Shift Access 1318 123 17395 2 17396 Night Shift Access 5491 123 17396 Add 3 17397 Night Shift Access 8301 123 17397 4 17398 Night Shift Access 7077 123 173838 5 17388 Night Shift Access 2539 123 17399 Edit Delete 1 For E5700 only Batch Enroll Read User Card Help Close Total number of Users in the system 5 From this window you can add edit or delete users Managing Doors In the E Plex Advanced ACS software Doors are literally the physical doors at your site where either the E Plex 5200 PIN only or the E Plex 5700 PIN amp Prox locks are installed You can define new doors maintain doors and delete existing doors The E Plex Advanced ACS software allows you to manage doors through the Manage Doors menu Note You can define a maximum of 10 000 doors in the software 3 34 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q To manage do
51. Sun Mon Tue Wed Thu Fr Sat Start End C Card 905 VW VW VW VW PV T 8 00 AM 5 00 PM f PIN Card C First Authorized User Passage Unassign Save Cancel To remove an assigned access schedule click an already assigned schedule name 10 Click Unassign The software prompts you for confirmation E Plex Advanced ACS System x AN The access schedule Normal Weekday will be deleted From the door Is this desireable Yes No 11 Click Yes to confirm removal or No to cancel removal E Plex Advanced ACS User s Guide PKG 3114 0106 3 4 1 p Using the E Plex Advanced ACS Software 12 To cancel any actions performed click Cancel The software returns to the Manage Access Assignment window without making any changes 13 To save any actions performed click Save The software saves your information and returns to the Manage Access Assignment window x ET Manage Access Assignment Door Group Admin Building Door Name west Front Door 1 Access Schedules Holidays acations Passage Mode Enable Disable Enabled Disabled r Lock Configuration Profile Unlock Time secs 2 Tamper Count of tries ho Buzzer Volume 0 off 3 Loud 1 Manual Passage Duration hrs 4 Save a Lock Model Tamper Shut Time secs 30 C E5200 E5700 Cancel m Lock Function Help Cylindrical or Mortise without Deadbolt 14 From the Manage Access Assignment window c
52. ame of the access schedule you are adding Note The access schedule name can be a maximum of 20 characters and may include special characters and spaces 3 Select the appropriate check box for the day s you want to add to the access schedule These are the days that users will have access to a door 4 Inthe Start Time field type or select a start time This is the time that access begins each day E Plex Advanced ACS User s Guide PKG 3114 0106 3 13 P Using the E Plex Advanced ACS Software 5 Inthe End Time field type or select an end time This is the time that access ends each day 6 Click Save The software displays the new access schedule in the Manage Access Schedules window Manage Access Schedules Manage Access Schedules No Schedule Name Sun Mon Tue Wed Thu Fi Sa Stet End h A3 5 33h 1 Always ee a ee ee 200 M 1 53PM 2 Normal Weekday PE I I I amp 00 amp M 5 00 PM Schedule assignment I Dayis assigned to Access Schedule D Dayis NOT assigned to Access Schedule Note Once added the access schedule becomes available in the Access Schedule drop down list throughout the E Plex Advanced ACS software Editing an Access Schedule Complete the following steps to edit access schedules 1 From the Manage Access Schedules window select an access schedule to edit by clicking it 2 Click Edit The software displays the Edit Access Schedule window x Edit Ac
53. astName FirstName User Group User Type PIN Cado SSS SO Total number of Users in the system 0 dd Edit Delete For E5700 only 7 Batch Enroll Read User Card Note You should update your locks to reflect modified users by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Batch Enrolling Users E Plex 5700 Only The Batch Enroll option allows an Operator to enroll multiple users at once The Prox Card Reader is not used in this process When this option is selected a screen will prompt the Operator for the Facility Code and the starting and ending Prox Card numbers This function is only available when operating under the 26 bit Wiegand card format The display format is xxx yyyyy where xxx 000 to 255 Facility code and yyyyy 00000 to 65535 Card number together the codes comprise the card ID Complete the following steps to batch enroll users 1 From the Manage Users window click Batch Enroll The software displays the Batch Enroll User Card IDs window User Group ETZ SN BEI s Facility Code Starting Card No Ending Card No x i Batch Enroll User Card IDs Please select User Group and enter 3 digit Facility Code 000 through 255 and a 5 digit Card Number 00000 through 65535 the combined value is the actual Card ID Cancel 2 From the Use
54. at it will search for affected doors E Plex Advanced ACS System i x i Door Group has been changed and database has been updated The system will now check to see if any doors are affected Click OK If no door groups were affected the software alerts you E Plex Advanced ACS System xj i No doors are affected by this change PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 7 Click OK again The software displays the edited door group in the Manage Door Groups window g Manage Door Groups No DoorGroupName 0 0 LT E LLLLLLLLLLLLLLLLLLIL BS I I Note You should update your locks to reflect modified door groups by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Deleting a Door Group Complete the following steps to delete a door group 1 From the Manage Door Groups window select a door group to delete by clicking it 2 Click Delete If a door is associated with the door group the software displays the Doors Affected window which displays all doors associated with the door group and prompts you for confirmation x XIV Q This Door Group is attached to the following doors Does this operation need to continue Left Entrance Door 3 Click No or Yes to confirm If you click No the software returns to the Manage Door Groups windo
55. ations e Override deadbolt e First entry passage E Plex Advanced ACS User s Guide PKG 3114 0106 3 45 p Using the E Plex Advanced ACS Software 3 46 Manager User Assign Schedules and Privileges to User Normal Weekday Normal Weekend Normal Weekday Normal Weekend dcm EP eir ESA EM Ee T ET AI Assign No 3chedule Name oo0000000000000 Override Holidays Vacations Override Deadbolt PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Guest User x i deni Assign Access Schedules and Privileges an Davis Select available Schedules for User Assign No Schedule Name Guest User Management Always Select up to 365 Days Access with Start Date Time Normal Weekday Normal Weekend Start Date 8 24 2005 Start Time 8 00 AM End Date 8 24 2006 End Time 8 00 AM Service User Management Select up to 24 Hours Access from first Activation Grant Access from one time ar from 1 Hour to 24 Hours L E Ll LI LI O LI LI LI LI O LI LI LI LI L1 LI Select available Privileges for User Override Holidays V acations L1 Override Deadbolt L1 First Entry Passage For Guest Users you must enter a Start Date Start Time End Date and End Time for the user s access Service User x T User Assign Access Schedules and Privileges Jeremy Lito Select avai
56. ave any other effect in the functionality of the system Note You can assign any number of user groups in the software To manage user groups select Manage User Groups from the User Groups menu or click the Manage User Groups button User Groups e Manage User Groups mni The software displays the Manage User Groups window ni Manage User Groups No User Group Edit Close From this window you can add edit or delete user groups Add E Adding a User Group Complete the following steps to add a user group 1 From the Manage User Groups window click Add The software displays the Add User Group window xi i Add User Group User Group m Cancel 2 Inthe User Group field type the name of the user group you are adding Note The User Group name can be a maximum of 20 characters and may include special characters and spaces E Plex Advanced ACS User s Guide PKG 3114 0106 3 23 p Using the E Plex Advanced ACS Software Click Save The software alerts you that the user group was added to the database E Plex Advanced ACS System x i The User Group was added to the database successfully Click OK The software displays the new user group in the Manage User Groups window ni Manage User Groups No UseGup 00000000 000000 O 1 MemmgShit 00 Note You can add additional user groups at any time Editing a User Group 3 24 Complete the followi
57. between zero off and three loud the default is one low 6 From the Tamper Count field select a tamper count value by using the Up and Down arrows The tamper count defines the number of concurrent times that an invalid PIN or Card may be entered presented before the lock goes into a temporary lockout mode Note The available tamper count values range between three and nine the default is four attempts 7 From the Tamper Shut Time field select a tamper shut time by using the Up and Down arrows This is the temporary lockout or shutdown time after the tamper count limit has been exceeded A value of zero means that the lock will never shut down because of illegal wrong try attempts Note The available tamper shut time values range between zero and 90 Zero means the lock will never go into a tamper shutdown mode the default is 30 seconds Select a Lock Model by clicking E5200 or E5700 Select the Lock Function from one of the following options e Cylindrical or Mortise without Deadbolt e Cylindrical with Privacy Thumbturn e Mortise with Deadbolt o With Privacy o Residence Lock in Passage Mode by Default e Exit Trim Note Refer to the separate E Plex 5X00 Lock Function Setup Guide for instructions on changing to the desired BHMA lock function 10 Click Save The software displays the updated Manage Doors window x f Manage Doors _No Door Group Door Name LockModel oo e 1 Admin Building EastBack
58. box selected if you want a 24 hour period holiday like New Year s Day Uncheck the box if the holiday or vacation you are entering is a block of consecutive vacation days with specific start end dates and times Note The All Day Event check box is selected by default PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 4 Inthe Start Date and Time field select the start date using the drop down arrow and selecting the date from the calendar Note 12 00 00 AM indicates midnight or the start of the calendar day 5 Inthe Start Time field select a start time by using the Up and Down arrows Note The Start Time field will be grayed out if the All Day Event check box is selected 6 Inthe End Date and Time field select the end date using the drop down arrow and selecting the date from the calendar 7 Inthe End Time field select an end time by using the Up and Down arrows Note The End Time field will be grayed out if the All Day Event check box is selected 8 Click Save The software displays the new holiday or vacation name in the Manage Holidays Vacations window p Manage Holidays Vacations No Haliday Vacation Name 1 Chismas 12 25 20 1200AM 12 25 2005 11 59PM Note You can add additional holidays or vacations at any time E Plex Advanced ACS User s Guide PKG 3114 0106 3 19 p Using the E Plex Advanced ACS Software Editing a Holiday Vacation Complete the followi
59. cess Schedule Enter desired Access Schedule and select Add to enter it into the system When all Access Schedules have been entered select Done If an existing schedule is to be deleted select the schedule and select Delete Access Schedule N ame N ormal Weekday Start Time End Time 8 00 AM 5 00 PM 3 14 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 3 Inthe Access Schedule Name field change the name of the access schedule x a Edit Access Schedule Enter desired Access Schedule and select Add to enter it into the system When all Access Schedules have been entered select Done If an existing schedule is to be deleted select the schedule and select Delete Access Schedule Name M F 8 00 5 00 Mon Tue Wed Thu lv Iv Iv Iv Start Time End Time n rax 8 00 4M 5 00 PM Cancel 4 Select the appropriate check box for the day s you want to change in the access schedule These are the days that users will have access to a door 5 Inthe Start Time field change the start time if necessary This is the time that access begins each day 6 Inthe End Time field change the end time if necessary This is the time that access ends each day 7 Click Save The software prompts you for confirmation E Plex Advanced ACS System x AN Are you sure you want to update this access schedule 5 e 8 Click Yes to update the access
60. ck Enabled if you want the passage mode option it is disabled by default This will enable you to set the free passage in one of the following three ways e Manual Passage Manual passage at the lock by the Master or the Manager s only at any time during the access schedule period e Auto Passage Automatic passage at the start of the access schedule time without any user intervention e First Authorized User Passage Manual passage by entering a valid credential PIN card or dual credential depending on the lock setup by the first authorized user which can be any privileged user any Manager s or the Master User This is available anytime after the start of the access schedule time The lock will always automatically lock back exit free passage mode at the end of the programmed access schedule 4 Click Access Schedules The software displays the Assign Schedules to Door for Access window Define Access Schedules M Assign Schedules to Door for Access Door Group Admin Building Door Name West Front Door 1 Lock Model E5700 Door Access Schedules No Schedule Name Sun Mon Tue Wed Thu Fi Sat__ Start End Access Type Passage Mode Type 000000 00000 m Select Schedule Name l Access Type Passage Mode Type C PIN Manual Passage Only Sun Mon Tue Wed Thu Fr Sat Start End C Card Auto Passage uU HE D DU OW PIN Card First Authorized User Passa
61. ctory Number You will use both of these numbers to register the software The registration process is quite simple and you can register the software in one of two ways e Register online at Kaba Access Control s software registration website anytime of the day or night 24 7 e Register by calling our Technical Support line at 800 849 8324 or 336 735 1331 Monday through Friday between 8 00 AM and 5 00 PM Eastern Standard Time Important You will not be able to install the software if you do not complete the registration process with Kaba Access Control Software Registration Complete the following steps to register the software 1 Insert the E Plex Advanced ACS Installation CD into the appropriate drive of the PC 2 The E Plex Advanced ACS Software Installation Browser loads and displays the E Plex Advanced Access Control Software browser menu Quick Install Read Me First Install Software Product Documentation j Contact Us PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp 3 Click Quick Install Read Me First and read the brief instructions and tips on the proper sequence of steps that you must follow when installing the E Plex Advanced ACS software 4 Close this screen and click Install Software The system displays the following screen which prompts you to choose an option to register your software through Kaba Access Control s dedicated website or by calling Kaba Access
62. dow you can print and save the Users report and print user cards E Plex Advanced ACS User s Guide PKG 3114 0106 3 65 p Using the E Plex Advanced ACS Software Printing User Cards Complete the following steps to print user cards 1 From the Users Report window click Print Cards The software displays the Print window eS 0I Printer Name HP LaserJet 55i MX Properties Status Default printer Ready Type HP LaserJet 55i MX Where APEASDT HP5Si Comment m Print range Copies 6 All Number of copies fi C Pages from B ZEN Selection mug B Collate Cancel 2 Click OK The software sends the report to the printer and confirms that the report is complete E Plex Advanced ACS System X yes i Report complete 3 Click OK again The software displays the Users Report window 4 Click Close The software returns to the Reports Menu window List Operators Report The Operators report displays all Operators who have been defined in the E Plex Advanced ACS software x E Operators Report Operator Level From this window you can print and save the Operators report 3 66 PKG 3114 0106 E Plex Advanced ACS User s Guide Operating the E Plex Lock at its Keypad 4 This section describes how to operate the E Plex 5200 and the E Plex 5700 locks at the lock keypad including e Overview of the Lock e Configuring the Lock Functions e Init
63. e End Time Christmas 12 25 2005 12 00 AM 12 26 2005 11 59 PM Unassign Save Cancel To remove an assigned holiday or vacation click an already assigned holiday vacation to select it Click Unassign The software prompts you for confirmation E Plex Advanced ACS System x AN The holiday vacation Christmas will be deleted From the door Is this desireable No Click Yes to confirm removal or No to cancel removal To cancel any actions performed click Cancel The software returns to the Manage Access Assignment window without making any changes To save any actions performed click Save The software saves your information and returns to the Manage Access Assignment window PKG 3114 0106 3 43 p Using the E Plex Advanced ACS Software 22 From the Manage Access Assignment window click Users The Assign Users to Door for Access window displays Define Access User List Assign Users to Door For Access Door Group Admin Building Door Name West Front Door 1 Lock Model E5700 To assign Schedules amp Privileges to a User select a User and double click Last Name Fist Name UserGroup User Type Schedules Privileges Davis lan Night Shift Guest Lito Jeremy Night Shift Service Slater Tom Night Shift MUnit Thomas Rita Night Shift Manager Weathersby Jan Night Shift Access Total Users assigned to this Door 0 Cancel 23 Select a use
64. e privileges Override holidays vacations Override deadbolt privacy e First entry passage authorization The E Plex Advanced ACS Package The E Plex Advanced ACS package includes e E Plex Advanced ACS software installation CD e E Plex Advanced Access Control System User s Guide this Guide which is also included on the installation CD in electronic format PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started The contents of this chapter are intended to assist you with setting up your E Plex Advanced ACS E Plex 5200 E Plex 5700 The items explained in this chapter include e System Requirements e Basic System Setup e Main Menu and Toolbar E Plex Advanced ACS User s Guide 2 1 P Getting Started System Requirements The following hardware and software minimum requirements are recommended to use the E Plex Advanced ACS e IBM compatible PC Pentium II or greater capable of running Windows with an available USB or serial port for a PDA cradle or a HotSync cable e Screen area resolution capability of 1024 x 768 pixels e CD RW drive for installing the software and for backing up the database e Hard disk drive with at least 20 MB of disk free space e Minimum system memory of 128 MB or as recommended by the operating system e Windows 2000 Professional Service Pack 4 or greater Windows XP Home Service Pack 2 or greater or Windows XP Professional Service Pack 1 or greater e Palm PD
65. e software displays the E Plex Advanced ACS logon screen es coea f Ho Note The default Operator Name is kaba and Password is kaba These will only be used for the initial logon to the E Plex Advanced ACS and both must be changed to proceed further 1 The software prompts you to create a new logon ID E Plex Advanced ACS System x e A new logon ID must now be generated 2 Click OK The software displays the Make New Operator window x KARA Make New Operator Operator Name for Level 1 Operator Password for Level 1 Operator Verify Password for Level 1 Operator The logon password must be at least six but no more than ten characters long Cancel Hep You must create a new operator at this time 3 Inthe Operator Name for Level 1 Operator field type a new operator name Note The Operator Name is case sensitive and can be a maximum of 20 characters 2 18 PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp 4 Inthe Password for Level 1 Operator field type a password for the new operator Note The password must be between six and ten characters The password is case sensitive 5 Inthe Verify Password for Level 1 Operator field re type the new password for confirmation Note Be sure to make a note of the password that was specified If it is lost you will have to reinstall your E Plex Advanced ACS software or call Kaba Access Control s Technical Support
66. eeeseaeeeeseeseaeeeessesaaees 3 33 Manadino DOO Seeron e a A a ee E EEE E E 3 34 avofeigie gbroro Pc 3 35 E gItirig AD OO Doe yr esc n eod E a a a a Otis th aldtehandoalnts 3 37 Dele mgA OOM Mr 3 38 ACCESSASSIONMEN aAa LL 3 39 Managing Access Assignment eera iea aer Ee aA e iene Ae aie iaia 3 40 IPregramitning LOCKS Aane a a a a e A ba dd 3 48 Programming a Lock by Uploading Data from the PC ccc ccccccecccccseeeeeeaeeeeeesaeeeeeseeeeeesaeeesaaaeeeenaaes 3 49 72NU 6 hil ale i We Jo i me dr ML EN 3 51 PRODORNI ea E E M MM DIM tr ert ee Mati dc 3 52 NAL WING ites POO Orea uices ciet esta du eve ee tins MM eM M ct Seve get ema Ee 3 52 PANUNG RODOS oeste tetas a cs Mac t MM tu CL RI Me 3 53 Sang ROPO Eea e anata tees din Eu EU LM uae tc aan nae ance at 3 53 Access oched les Repo s dm Ueenstt nee tte teeny Sees MEME EIE dA M MEME E E d 3 54 Door Gro ps ij m rm EET 3 54 Holldays2VacalioDis REDOM situe voient atu decim nada efus aeta pit taco odes ius duced tacet 3 55 Archived PG Activity Log Repon uen ert eae a atte ened easel ae 3 55 Audits and User Tables from Downloaded Doors Repott c ccccccsecccceeceeeeeceeeeeesaeeeesaeeeesaeeesseeees 3 56 List Door Uploads M Unit Uploads Report leeesseessseesssesseeeenereenennnnn enne 3 59 List Doors REDOM enenatis te ee ati le eee oes deut obi pecudes tas icu De Dial 3 61 List Doors DY USEP FREDO I T T md 3 63 List PO A
67. enter one or more command sequences Each command sequence ends with a that acts like an enter button on a keyboard At the very end of all sequences of programming commands enter one more to remove the lock from the Pushbutton Programming Mode to return to normal Access Mode Battery Life and Replacement The E Plex 5200 E Plex 5700 locks use four AA Alkaline batteries A variety of factors will determine how long your lock operates on a set of batteries including e Shelf life e Openings per day e Environment A200 PKG 31140106 E Plex Advanced ACS User s Guide Operating the E Plex Lock at its Keypad lt q e Battery brand e Access credential settings PIN Prox Card or both e Lock settings In ideal conditions you can expect up to 120 000 openings using four AA Alkaline batteries A flash of both red and green LEDs identifies a low battery condition when a valid credential PIN Prox Card or both is presented and the lock will still open When you observe a low battery condition the batteries should be replaced as soon as possible Battery Pack Replacement Always replace all 4 batteries in the pack with good quality AA alkaline batteries If you replace the batteries within 2 to 3 minutes the lock will continue working as before granting and denying access to users based on their access schedules If the battery replacement time is longer than 2 to 3 minutes you may lose the current date and time of the
68. ept private and used only by Kaba Access Control for informational purposes 11 When you have completed the registration click Submit gt SUBMIT gt CLEAR Click on SUBMIT only once and wait It may take up to 30 seconds for the system to process and validate your request Copyright 2006 Kaba Ilco Corp The system will automatically generate your unique 8 digit Registration Key based on your input Your Registration Key 37200992 Please write down your registration key number and close this page Follow the software install screen prompts to finalize your installation 12 Proceed to step 15 E Plex Advanced ACS User s Guide PKG 3114 0106 2 1 P Getting Started Lost Registration Key 13 If you lost your registration key select the second Red option The system displays the Registration Key Retrieval screen E Plex Advanced ACS Software Registration Registration Key Retrieval If you lost your registration key the system can send it to the original email account that was used to register your product Email Address lrita un test edul SEND REGISTRATION KEY 14 Type your Email Address in the field and click Send Registration Key You will receive an e mail from Kaba Access Control with your Registration Key Rita Thomas From webmaster kaba ilco com Sent Tuesday January 24 2006 4 35 PM To rita un test edu Subject E Plex Advanced ACS Registration Key Retrieval E Flex sftware R
69. eqistration r Registration Key Retrieval CONFIDEN an automated r 15 Write your Registration Key down and close the window On the Install E Plex Advanced Access Control Software screen click Continue Installation to complete the installation You will be asked to enter your Registration Key along with the Factory Number later to complete the installation Proceed to Software Installation in this chapter 2 8 PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp Option 2 Registering by Phoning Kaba Access Control s Technical Support 16 When you click this option the system displays the following screen You are registering Kaba s Advanced ACS software by Phone Please call Kaba s Technical Support phone line at 800 849 8324 or 336 725 1331 between 8 00 AM and 5 00 PM Monday through Friday except holidays Eastern Standard Time Give your contact information Give your 8 digit Factory number Give your 6 digit Serial number Receive your unique 8 digit Registration key number Click on the Continue Installation button to complete the installation You will be prompted to enter the 6 digit Serial number and the 8 digit Registration key to complete the installation Continue Installation Main Menu Follow the instructions on the screen to register by calling Kaba Access Control s Technical Support line 17 Kaba Access Control s Technical Support personnel will first
70. er Personnel Classifications in Chapter 1 About the E Plex Advanced ACS 7 Inthe User PIN field re type a four to eight digit PIN for the user Note A User PIN is pre designated by the software based on your System Settings You may override the assigned PIN and enter a number of your choice 8 For E Plex 5700 lock users only select the Assign Prox Card check box For E Plex 5200 lock users proceed to step 11 9 Click the Card ID field to place the cursor there so that the Prox Reader is ready to read the Prox Card ID of the user Note The Card ID field is only available if you select the Assign Prox Card check box for the E Plex 5700 in the field Caution The Card ID field should not be entered manually It must be read from the Prox Card via the Prox Reader Enroller attached to the PC For manual card ID entry you must do it under the Batch Enroll sub menu selection 10 Place a flat side of the Prox Card on or in close proximity to the Prox Reader The Card ID field will display the card ID and the Prox Reader will display a green light once the card is successfully read Note Be careful to present the Prox Card quickly so that it is read only once 11 Click Save If no door groups were affected the software alerts you E Plex Advanced ACS System x A No doors are affected by this change E Plex Advanced ACS User s Guide PKG 3114 0106 3 29 p Using the E Plex Advanced ACS Software 12 Click O
71. er Management Select up to 24 Hours Access from first Activation Grant Access from one time or from 1 Hour to 24 Hours d E 0 LI LI LI O 0 LI LI O Ll O 0 LI LI m Select available Privileges for User Override Holidays acations Override Deadbolt First Entry Passage The M Unit User is unique in that he or she does not have actual access to any door lock but can only program or audit locks using the M Unit Palm PDA any time of the day 27 When you have completed the fields of the Assign Access Schedules and Privileges window click Save The software returns to the Assign Users to Door for Access window 28 Assign Access Schedules and Privileges to any other assigned users When you are finished click Save The software returns to the Manage Access Assignment window 29 Repeat steps 1 28 to administer additional doors 30 Click Save The software saves the information and closes the Manage Access Assignment window Programming Locks As soon as any door in the system has been updated with new data the Program Locks icon becomes active lights up to indicate the need to HotSync and upload new changed data to a door lock If data have been prepared it should be transferred HotSynced to the M Unit so it can then be used to program the lock s The E Plex Advanced ACS software allows you to program locks from the Program menu or its equivalent Program icon To program locks fr
72. ere pedi ease ese ie inlet eM ade erie nant 1 2 E Plex 5200 dnd E Plex 3700 LOCKS i bnt asta ahd lens elit naeeeeaima oh ae rare en enemies adios 1 2 Prox Cards and Prox Card Reader Enroller E Plex 5700 Only eese 1 3 PC and E Plex Advanced ACS SORWAIGO s ost metre dtd basa demcut diua Vaid Avera ted 1 3 M Unit and E Plex Advanced ACS M Unit Software eeesssssssssssseseseseee eene 1 3 SV SLE Bra ifor n tv ogee 1 3 PC System Operator ClassificaulOns ask arc nbi oLo av ra quad Mri edna Clim ma ec pd OUESE 1 4 gie o 1 4 Boro go 8 0 ee ete rete M e Nc EC 1 4 ACCESS SCNECGUICS oM Nar a a a 1 4 Holidays vacatloHs 55 99 ee ae ar a ee DOES 1 5 Lock User Personnel Classifications ccccccsssccceeseeeccesseecceseeesseseeecseseessaseeessegeeessagseesssseeeesgeees 1 5 The E Plex Advanced ACS Package iuit ELE ec e a i a a a atii 1 6 2 Geng Started naian a e aa a a a a a a a a a a A 2 1 oyslemr ISequirFerVellts 5 abs de sut aae EA EE A E R A tcu E demenu aeneotaaaeeamd ends 2 2 Basic System SOT P e 2 2 Quick Sire as weer use eee et mR PSE C Massi DII LM LAM NM UL 2 2 Setting Up and Installing the Palm OS on the PDA M Unit eeeseeseeeseeeernrneennn 2 3 Software Registration and Installation cccccecccccseeeeceeeeeeeseeeeesaeeeeeeeeeeeeeseeee
73. eseaeeeesaeeeeeeeeeeeeeeaeeeeeeas 2 4 Installing the E Plex Palm Interface Application on the M Unit Palm PDA 2 11 FIOLSYMCING Ne MUn dec 2 13 Windows XP vs Palm HotSync vs E Plex Advanced ACS Software Compatibility 2 15 Entering Customer Key Information Into the M UnNiit cccecccecseeeeeeeeeeeeeeseeeeeeseeeeesaaeeeesaeeseeesaaes 2 15 Installing the Prox Card Reader Enroller E Plex 5700 Only eeeeeeesereeeeereen 2 17 Starting the E Plex Advanced ACS Software on the PC cccccccccccseeeeeeeeeeeeeseeeeeeeaeseeeaeeeeeeaeeeeeeas 2 17 Man MeN aNd Foro lerz dote dee tele condi MITT CREER 2 21 VUES TIR HH 51 a k eshte seen criteria reb MU atacand pana ERU NUN DU CORP EM Nu ELTE EE TE 2 21 TOO DSPesactsdde mclius dade Ee EM LII M SERM M CD due El MED MM M MILL Dc Ee 2 22 3 Using the E Plex Advanced ACS Software 1 esee esieeeeeiieeee eese eene nennen nnn nnn nnn nana nnn nn 3 1 i iiciiel iboMi glo OR cm 3 2 Changing System Settings ANDREE MO 3 2 Making a dde 11 ee we 6 gana ene este ae ene st ee donee ee ee NEC e ME EU ee 3 4 Deleudg amepetelorutestendeeduucdanua densae esuada LLL Dt See Mu sui ML eS 3 5 Changing an Operator Password ssssssssssssssssesesee nennen nennen nennen nsns nnns naeh nena nn nnn nnn nnn 3 6 rege aN ale fatale st ad Ow tein Boro e Tr TR 3 7 Managing DOr GOU
74. esseecceueeccaueeecseueeecseuseeessageeessagseesseeeeneess 4 8 5 Programming and Auditing E OCKS ie cios u nena ieduc oio ne DLE e eedesux cu etus CI nas apu DM cn mec eter upepa eden nennen nnmnnn 5 1 MEU Hananeld PDA C a a PPP 5 2 M UNItUSer DEMIO sze A A a E 5 3 Programming LOCKS omeo nn e a dtteenadenieneat 5 3 Transferring Files from the PC to the Lock through the M Unit 0 ceecceeseeeeeeeaeeeeeeeeeeeeeaeeeeeens 5 3 Auditing LOCKS rsi aa E T 5 8 Transferring Files from the Lock to the M Uhnit seeeesseesesseseseeeeennnnnn nmn 5 8 Transferring Lock Audits from the M Unit to the PC 0 cc ccccceecccceeceeeeeeeseeeceseeeeeseeeeseaeeeseeeesnes 5 12 VIEWING KOCK DIAQGMOSUGCS eT Pr ERA 5 12 ToView LOCK DIAQMOSIICS esna 5 13 Data Managemen eier e a a a e a utu alto oet a ieee tad 5 13 Managing LOCK Dali sas sees T Tq 5 14 E Plex Advanced ACS User s Guide About the E Plex Advanced ACS The E Plex 5200 and E Plex 5700 door locks are designed to limit and control entry to an area or premises through the use of a numeric combination PIN entered via the keypad for both the E Plex 5200 and E Plex 5700 and the presentation of a proximity token Prox Card for the E Plex 5700 The locks are designed to work in conjunction with the E Plex Advanced Access Control System software E Plex Advanced ACS software with the intent to use a handheld Personal Digital Assistant
75. ftware lt q Deleting an Upload Complete the following steps to delete an upload 1 From the M Unit Upload window select a file from the list by clicking it x M Unit Uploads Select the door to view or delete and click the appropriate button Double click a door to view the door data Door Group DoorName File Description FieType Dae Time Admin Building Main Entrance 1 AddorUpdate Door Upload 08 02 2005 410 PM Back Doors East back door 1 Add or Update Door Upload 08 02 2005 4 13 PM Admin Building East Back Door 1 Add or Update Door Upload 4 10 PM Admin Building West Front Door 1 Add or Update Door Upload 08 02 2005 4 10 PM View Upload View Audits User Table 2 Click Delete The software prompts you for confirmation E Plex Advanced ACS System xi Are you sure you wish to delete the selected transaction 7 9 3 Click Yes The system deletes the Door Upload and returns to the M Unit Uploads window List Doors Report The List Doors report displays all doors that have been defined in the E Plex Advanced ACS software You can select a door to view detailed information about that door s uploads x amp Doors Report Admin Building East Back Door 1 Admin Building Main Entrance 1 View Admin Building West Front Door 1 Back Doors East back door 1 DE Print All Close Help Select the door from the list and click View or double click the door to
76. ge Assign Unassign L see Cancel 5 From the Select Schedule Name drop down list select a schedule 3 40 PKG 3114 0106 E Plex Advanced ACS User s Guide 9 Using the E Plex Advanced ACS Software lt q Select an Access Type from one of the following options e PIN for E Plex 5200 or E Plex 5700 e Card for E Plex 5700 only e PIN Card for E Plex 5700 only Note If the lock is an E Plex 5200 the only option available for the access type is PIN If the lock is an E Plex 5700 all three options are available for the access type If you enabled the Passage Mode from the Manage Access Assignment window select a Passage Mode Type from the following options e Manual Passage Only Note The available values for manual passage range between one and 24 the default is four hours Click the Up and Down arrows to select a value e Auto Passage e First Authorized User Passage Click Assign The software displays the updated Assign Schedule to Door for Access window Define Access Schedules Eh Assign Schedules to Door for Access Door Group Admin Building Door Name West Front Door 1 Lock Model E5700 Door Access Schedules No Schedule Name Sn ee Te se Tha Df ss atst Eng Lies Dn Pasage ede 1 Normal Weekday SI DO amp 00AM 5 00PM PIN and zT Manual T Select Schedule Name r Access Type Passage Mode Type Normal Weekday C PIN Manual Passage Only
77. ge Users window x T Manage Users 1 17335 Night Shift Access 1313 123 17395 2 17396 Night Shift Access 5491 123 17336 Add 3 17397 Night Shift Access 8301 123 1739 4 17398 Night Shift Access 7077 123 17388 5 17333 Night Shift Access 2533 123 17399 Edit mc m m Delete For E5700 only 4 Batch Enroll Read User Card Help rE EE Close Total number of Users in the system 5 Note You can batch enroll users at any time 3 32 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Reading a User Card E Plex 5700 Only Complete the following steps to read a user card 1 From the Manage Users window click Read User Card The software displays the Read Lost Card window Read Prox Card Scan the Prox Card using the Prox Reader Click OK The software displays the Card Info Report window Prox Card User Data If the user of this card is not present in the system it will display the Card Info Report window with a Card Not Enrolled message Prox Card User Data Card Not Enrolled 014 17300 Po 4 Once you determine whom the Prox Card belongs to click OK E Plex Advanced ACS User s Guide PKG 3114 0106 3 33 P Using the E Plex Advanced ACS Software 5 The software prompts you for additional Prox Card searches E Plex Advanced AC
78. have been prepared using the E Plex Advanced ACS software for upload to the door i e program the lock via the M Unit The software displays a list of prepared upload data files You can view the data for each door to ensure its accuracy before transferring it to the M Unit via the HotSync operation x M Unit Uploads Select the door to view or delete and click the appropriate button Double click a door to view the door data Door Group Door Name File Description _ Fie Type Date Time Admin Building Main Entrance 1 Add or Update Door Upload 08 02 2005 4 10 PM Back Doors East back door H1 Add or Update Door Upload 08 02 2005 4 13 PM Admin Building East Back Door 1 Add or Update Door Upload 08 02 2005 410 PM Admin Building West Front Door 1 Add or Update Door Upload 08 02 2005 410 PM View Upload View Audits User Table Close Help Note Click Help at any time for online help E Plex Advanced ACS User s Guide PKG 3114 0106 3 59 P Using the E Plex Advanced ACS Software From this window you can view uploads and audits access user tables and delete M Unit uploads Viewing Detailed Data in an Upload File Complete the following steps to view detailed data in an upload file 1 From the M Unit Upload window select a file from the list by clicking it x M Unit Uploads Select the door to view or delete and click the appropriate button Double click a door to view the door data
79. he Save As window and prompts you for the file name Save in C3 Reports amp Io e amp AccessSchedules06272005 Filename M AE Save as type Text Files TXT Y Cancel Open as read only Type a report name in the File name field E Plex Advanced ACS User s Guide PKG 3114 0106 3 53 p Using the E Plex Advanced ACS Software Note The software pre designates a file report name You can override the name and enter the file name of your choice 3 Click Save The software confirms that the report has been saved E Plex Advanced ACS System X i Report complete 4 Click OK The software returns to the report window 5 Click Close The software returns to the Reports Menu window Access Schedules Report The Access Schedules report will display all access Schedules that have been defined in the E Plex Advanced ACS software Current access schedules stored in E Plex Advanced ACS system x Access Schedules Report Schedule Name Sun Mon Tue wed Thu Fi Sa Stt End M F 4PM 11 59PM 400 PM 1 59PM Normal Weekday a ee ee 0005s 5 00 PM Normal Weekend a 00 A 5 00 PM Close Print From this window you can print and save the Access Schedules report Door Groups Report The Door Groups report displays all door groups that have been defined in the E Plex Advanced ACS software x Door Groups Report Door Group Name Admin Building Back Doors Clo
80. he screen facing upwards hold the M Unit up to the lock at a distance of between 4 inches and 10 inches 10 cm and 25 cm Position the top edge of the M Unit parallel to the infrared glass window located above lock code buttons 1 and 2 E Plex 5200 E Plex 5700 Note If you receive a message that the communication failed repeat the procedure Ensure that you are holding the M Unit in the correct position pointing it straight at the lock lens and at the correct distance E Plex Advanced ACS User s Guide PKG 3114 0106 5 5 Programming and Auditing Locks 10 When the M Unit and lock are communicating the M Unit displays the Data Management screen with available door groups Fieri Select Delete Clos p E es L eg oM og i E 11 Select the door group for the door you are programming The Data Management screen displays the doors in the selected door group Data Management If Select a DOOR data file Main Entrance 1 Wp est Front Door 1 W East Back Door 1 IF Main Entrance 1 Eq iest Front Door 1 B Select Delete Close 2 F a E Er a 3 5 6 PKG 3114 0106 E Plex Advanced ACS User s Guide Programming and Auditing Locks lt q 13 The M Unit prompts you that the file is ready to upload Af East Back Door 1 JB Main Entrance z 1 MENTI 0 West Front Door 1 Admin Building Records 1 Bytes 7604 2 50pm 710705 E Plex Advanced ACS User s G
81. ial Programming of the Lock E Plex Advanced ACS User s Guide 4 1 gt Operating the E Plex Lock at its Keypad Overview of the Lock This section provides an overview of the lock including e States of the Lock e Battery Life and Replacement e Sequence of Operations e Default Values of the E Plex 5200 and E Plex 5700 Lock Programmable Parameters States of the Lock There are three states of the lock Factory Mode Access Mode and Pushbutton Programming Mode Factory Mode The Factory Mode is one of three primary states of the E Plex 5200 E Plex 5700 locks The main characteristics of this state are e he E Plex 5200 E Plex 5700 opens only when the 8 digit master combination 1 2 3 4 5 6 7 8 is keyed in e The visual indication for access granted is the green LED flashing once A high pitched tone is also generated while the green LED is on e he Master User must change the combination to be able to exit the Factory mode and switch to the Access Mode Access Mode Access Mode refers to a lock that is operational for user access and not in Factory or Pushbutton Programming Mode Pushbutton Programming Mode The E Plex 5200 E Plex 5700 enters the Pushbutton Programming Mode when the user enters the Master combination or one of the Manager combinations preceded and followed by the button for example 87654321 Once the E Plex 5200 E Plex 5700 is in the Pushbutton Programming Mode the Master Manager can
82. igits in length Regardless of the length a PIN will always be unique to a given user The default PIN length for all user types is four digits except for the Master User PIN which is always eight digits in length The default length of the User PIN can be changed during the system setup at the PC PIN lengths cannot be mixed for different types of users and they must all be the same anywhere from four to eight digits in length Door Groups You can define an unlimited amount of door groups in both the system database and the lock A door group represents a group of physical doors that contain the E Plex 5200 and or the E Plex 5700 locks Access Schedules You can define an unlimited amount of Access Schedules in the system database However you can define only up to 16 access schedules in a lock When assigning access schedules to a user you may only use the access schedules that have been assigned to the lock There is a default access schedule Always 24 hours per day seven days per week that is built into the system software and cannot be changed or deleted An access schedule is a defined time period during the span of a week during which users are granted access to a door Operators using the E Plex Advanced ACS software at the PC define the access schedules by selecting the days of the week that the schedule is active and by specifying the schedule s start time and end time for the days specified You can define a descripti
83. iles You may change the path for reports to a CD RW drive network drive or another similar type of drive 2 Once you have updated the desired fields click Save The software verifies whether any doors are affected and need to be re programmed E Plex Advanced ACS System x i No doors are affected by this change 3 Click OK The software confirms that the changes saved successfully and prompts you for further changes E Plex Advanced ACS System x 3 The system settings have been changed successfully Have all desired changes been made Yes No 4 Click Yes The software closes the System Setup menu window E Plex Advanced ACS User s Guide PKG 3114 0106 3 3 p Using the E Plex Advanced ACS Software Making a New Operator The Add New Operator option allows you to create a new Operator in the E Plex Advanced ACS Note The first Operator that you create in the software upon installation is the Level 1 Operator You must be the Level 1 Operator to add or delete other Level 2 or Level 3 Operators Complete the following steps to create a new Operator 1 From the System Setup menu select Add New Operator The software displays the Make New Operator window Make New Operator x T f P R Level 1 Operator Password Operator Name for New Operator Password for New Operator Verify Password for New Operator Operator Level 2 r Ex The logon password must be at least six but no
84. indow select a report from the list by clicking it 2 Click Select The software displays the selected report 3 Referto the specific report below for further information 3 52 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Printing Reports Complete the following steps to print a report jm From the report window click Print The software displays the Print window LONE 2 xl m Printer Name HP LaserJet 55i MX Properties Status Default printer Ready Type HP LaserJet 55i MX Where SPEAS T HPSSi Comment m Print range Copies 6 All Number of copies fi H pi alel spl Collate Cancel 2 Click OK The software sends the report to the printer and confirms that the report is complete z fs i Report complete Note On some printers the printed column alignment of a report may not be correct If this happens save the file as a text file the default folder to save Reports is C Program Files Kaba EPlexAdvancedACS Reports Later you can retrieve the saved report through Windows Explorer and then print it to get a properly aligned report 3 Click OK again The software returns to the report window 4 Click Close The software returns to the Reports Menu window Saving a Report Complete the following steps to save a report jm To save the report to a text file click Save The software displays t
85. ing Access Schedules e Managing Holidays Vacations e Managing User Groups e Managing Users e Managing Doors e Access Assignment e Programming Locks e Auditing Locks e Reporting E Plex Advanced ACS User s Guide 3 1 p Using the E Plex Advanced ACS Software System Setup Menu The System Setup menu allows you to define and maintain global system settings that in most cases you need to do only once during the initial system setup To access system settings select an option from the System Setup menu or click the System Setup menu icon System Setup System Settings Add New Operator Delete Operator Change Password Archive PC Activity Log Changing System Settings You should establish the system settings before you begin using the E Plex Advanced ACS on a daily basis However you can use this feature at any time if you need to update or add to the existing information Click on the System Settings option The system displays the System Setup menu System Setup Menu a System Setup Menu Manage Door Group Masters For E5700 Only Wiegand Bit Format for Prox Cards Master PIN Verify PIN v Standard Format 26 Bit Other Format 27 to 84 Bit Door Group E Prox Enroller repen z Prox Enroller Connected Card ID m User PIN Length fa 15 6 X 78 Assign Card Remove Card Time Format 12 Hour Time C 24 Hour Time
86. ist select Program Doors to create the Sync Files To just program user selected files select desired files from the Available Configuration Files list and select the green arrow To remove one or more entries from the Doors to program file select desired files and then select the red arrow Door Groups Available Configuration Files Doors to program Last Modified Door Information Admin Building Back Doors East back door 1 Back Doors Select Changed Doors Program Doors Repeat steps 3 and 4 to program additional doors Click Program Doors The software alerts you that the data will be uploaded to the Palm PDA M Unit E Plex Advanced ACS System x i The door data to upload to the Palm handheld was successfully prepared The data will be uploaded the next time the Palm handheld completes a hotsync operation Click OK The software closes the Data File Generator window HotSync the M Unit to program locks Auditing Locks As soon as any door in the system has been audited and the M Unit has been HotSynced the Audit Locks icon becomes active lights up To program locks from the Audit menu select Audit Lock or click the Upload files are waiting to be created button Audit Audit Lock The software displays the following prompt E Plex Advanced ACS System x i Door Downloads waiting to be viewed Go to Reports to view download s Audit waiting to be viewed Refer to Audits and Use
87. ive filename C Program Files Kaba E PlexAdvanced4CS Reports 4rc072005 arc Archive all PC Activity Log records before Sun Mon Tue Wed Thu Sat 26 27 28 29 30 2 3 4 5 B 7 3 10 11 12 13 14 16 17 18 19 wv 21 23 24 25 26 27 28 30 31 1 2 3 4 5 6 Today 7 20 2005 Click OK to begin the archive process Sew Cancel Help 4 Select the date at which the archive cutoff is established Note The default date displayed will be the first of the month preceding the current month e To navigate the calendar by month click the Left and Right arrows to either side of the month and year e To select a specific month of the current year click the month displayed and select a different month from the list e To select a different year click the year and use the Up and Down arrows to select a different year E Plex Advanced ACS User s Guide PKG 3114 0106 3 7 p Using the E Plex Advanced ACS Software e Once the appropriate month and year are displayed select the exact archive date by clicking the date on the calendar The date should be circled in blue 5 Click OK The software confirms that the Activity Log archive is complete E Plex Advanced ACS System i x fs i The Activity Log archive process is complete 6 Click OK again The software closes the Archive PC Activity Log window Managing Door Groups 3 8 Door Groups provide a way to manage multiple doors at a site The E Plex Advanced ACS
88. lable Schedules for User Assign No Schedule Name Guest User Management Always Select up to 365 Days Access with Start Date Time Normal Weekday Normal Weekend Start Date OO Start Time End Date End Time Service User Management Select up to 24 Hours Access from first Activation Grant Access from one time ar from 1 Hour to 24 Hours 24 0 LI O LI Ll Ll LI O O LI LI LI O LI Select available Privileges for User Override Holidays acations Override Deadbolt L1 First Entry Passage For Service Users you must assign between one and 24 hours of access to the door Service Users will have PIN only access both in E Plex 5200 and E Plex 5700 locks The access begins when a Service User enters the valid PIN at any time Always access and ends after the programmed time ends one to 24 hours You can also assign zero 0 hours which means that the Service User access is for one time one shot only E Plex Advanced ACS User s Guide PKG 3114 0106 3 47 P Using the E Plex Advanced ACS Software M Unit User x t User Assign Access Schedules and Privileges Tom Slater Select available Schedules for User Assign No Schedule Name Guest User Management 1 Always Select up to 365 Days Access with Start Date Time Normal Weekday Normal Weekend Start Date Start Time 2 3 4 5 End Date 8 End Time Service Us
89. lect a Lock Model by clicking E5200 or E5700 Change the Lock Function by selecting one of the following options e Cylindrical or Mortise without Deadbolt e Cylindrical with Privacy Thumbturn e Mortise with Deadbolt o With Privacy o Residence Lock in Passage Mode by Default e Exit Trim Click Save The software prompts you for confirmation E Plex Advanced ACS System x 2 Are you sure you want to update this door 9 9 E Plex Advanced ACS User s Guide PKG 3114 0106 3 37 p Using the E Plex Advanced ACS Software Manage Doors 12 Click Yes The software displays the edited Manage Doors window Manage Doors No Door Group Door Name Lock Model 1 Admin Building West Front Door 1 E5700 0000000000000 0 Total number of Doors in the system 1 Note You should update your locks to reflect modified door groups by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Deleting a Door Complete the following steps to delete a door 1 From the Manage Doors window select a door to delete by clicking it 2 Click Delete The software prompts you for confirmation E Plex Advanced ACS System x 2 Are you sure you wish to delete door West Front Door 1 7 9 need to be re programmed if any Manage poors Ei Manage Doors No DooGrup DoorName
90. lex 5200 E Plex 5700 lock 1 Ensure that you have already installed your Palm PDA Desktop OS version 4 0 or higher on your PC and that your Palm PDA communicates HotSyncs to your PC without any problem Your Palm PDA must also be set with the correct date and time 2 2 PKG 3114 0106 E Plex Advanced ACS User s Guide 10 11 12 13 Create your users assigning each user a PIN Prox Card for E Plex 5700 etc 15 16 18 19 20 21 22 23 Getting Started amp Install the E Plex Advanced ACS software and complete the software registration process as requested to activate the software Refer to Software Registration and Installation in this chapter for more information Install the E Plex Palm Interface M Unit Palm application software and HotSync the application to your Palm PDA Refer to Installing the E Plex Palm Interface Application on the M Unit Palm PDA in this chapter for more information Click the E Plex Advanced ACS icon on your PC desktop to run the software Change the initial Operator Name and Password from kaba and kaba to something else remember your new Operator Name and Password for future login sessions Change the default 8 digit Master PIN to any other 8 digit Master PIN On the System Setup screen change any default parameters like the global user PIN length date time format etc if desired Your unique 16 digit Customer Key is displayed on the Help About screen menu
91. lick Holidays Vacations The software displays the Assign Holidays Vacations to Door for Access window Assign Holidays Vacations to Door for Access Assign Holidays Vacations to Door for Access Door Group Admin Building Door Name West Front Door 1 Lock Model E5700 Door Holidays acations No Haliday Vacation Name Holiday vacation Holiday vacation Holiday Vacation Holiday acation Select Holiday Vacation Name Start Date Start Time End Date End Time Unassign Save Cancel 15 From the Select Holiday Vacation Name drop down list select a holiday or vacation Note The software displays the holiday or vacation start date start time end date and end time 3 42 PKG 3114 0106 E Plex Advanced ACS User s Guide 16 17 18 19 20 21 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Click Assign The software displays the updated Assign Holidays Vacation to Door for Access window Assign Holidays Vacations to Door for Access 4 Assign Holidays Vacations to Door for Access Door Name Vest Front Door 1 Lock Model E5700 Door Group Admin Building Door Holidays acations No Holiday Vacation Name 1 Christmas 12 25 2005 12 00AM 12 26 2005 11 59PM Holiday Vacation Holiday Vacation Holiday Vacation Holiday V acation Select Holiday Vacation Name Start Date Start Time End Dat
92. lock Repeat this step to program all the locks in your facility Similarly go to the desired doors and audit the required locks in your facility Bring the M Unit back to your E Plex ACS software PC station HotSync the audit information back to the PC and view and or print the lock audits you just downloaded Setting Up and Installing the Palm OS on the PDA M Unit Prior to installing the E Plex Advanced ACS software you should review the Getting Started information in the Basic Handbook for the Palm PDA become acquainted with your basic Palm PDA operation and install your Palm Desktop software E Plex Advanced ACS User s Guide PKG 3114 0106 2 3 B Getting Started At this time you should also physically install the Palm Cradle or HotSync Cable for the Palm by attaching it to your PC s USB port or the serial port depending on your Palm PDA s interface connector Software Registration and Installation Kaba Access Control s E Plex Advanced ACS software requires you to register your individually licensed copy of the software with Kaba Access Control in order to use the software Registering the software will help secure your system database and the locks on your site and will also aid Kaba Access Control in making you aware of any new software upgrades patches etc when required On the jewel case of the E Plex Advanced ACS software CD you will see a sticker with the 6 digit Serial Number for the software and an 8 digit Fa
93. m the original starting period This ensures that a lock will never remain in Passage Mode beyond the programmed time period Note This manual Passage Mode function is different than the automatic access schedule based Passage Mode setup in the software Required User Level Master Manager 1 Putthe lock into Pushbutton Programming Mode 2 Enter command 3995 to activate de activate Passage Mode 3 Enter the code where 1 activate Passage Mode and 0 de activate Passage Mode Example of complete entry to activate Passage Mode 399 1 and 399 0 to de activate Passage Mode 4 Enter another to indicate the end of programming Activating De activating Lockout Mode Command 4991 4 6 You may need to use Lockout Mode for example during a fire or fire drill when you do not want anyone to return to his or her office This procedure will de activate all regular User Access codes that are active including Manager codes but excluding the Master code Required User Level Master 1 Putthe lock into Pushbutton Programming Mode 2 Enter command 4997 for Lockout Users Mode all except Master 3 Enter 1 to activate Lockout Mode and 0 to disable it Example of complete entry 4997212 or 499 0 Enter another to indicate the end of programming You have now activated or de activated Lockout Mode PKG 3114 0106 E Plex Advanced ACS User s Guide Operating the E Plex Lock at its Keypad lt q Performing Manual Diagnostic
94. more than ten characters long Cancel Help In the Level 1 Operator Password field enter the password In the Operator Name for New Operator field enter the name of the new Operator Note The Operator name can be a maximum of 20 characters The Operator name is case sensitive In the Password for New Operator field enter a password for the new Operator In the Verify Password for New Operator field re enter the password In the Operator Level field click the Up and Down arrows to select the level of the new Operator Note The Operator Level options are 2 and 3 Click OK The software displays confirmation that the Operator was added successfully E Plex Advanced ACS System I x i Operator added to E Plex Advanced ACS system successfully Click OK again The software closes the Make New Operator window PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Deleting an Operator The Delete Operator option allows you to delete an Operator from the E Plex Advanced ACS software Complete the following steps to delete an Operator 1 From the System Setup menu select Delete Operator The software displays the Delete Operator window Enter Operator to Delete x ie R Enter level 1 user password and select which operator to delete from dropdown list below NOTE Only level 2 and level 3 operators are listed and it is only these operators which can be dele
95. n repeat the process to upload data from the PC to the M Unit 2 After you have transferred the files from the PC to the M Unit disconnect the M Unit from the PC Note Before you can use the M Unit to program locks you must have entered the Customer Key Refer to Entering Customer Key Information Into the M Unit in Chapter 2 Getting Started for more information 3 Goto the door you want to program E Plex Advanced ACS User s Guide PKG 3114 0106 5 3 Programming and Auditing Locks 4 On the pushbuttons enter one of the following sequences as applicable Master PIN 9007 Manager PIN 9002 M Unit PIN Note Hereinafter these codes will be referred to as credentials 5 The lock now enters the Communication Mode indicated by alternate green and red LEDs flashing every second for up to 30 seconds 6 Tap the E Plex ACS icon on the M Unit screen kv i AM d 12 36 pm v4 4 C E 402065 Address Cale e card Info Date Book E Plex N E Plex ACS SZ Expense Graffiti HotSync Insider 7 The M Unit displays the E Plex ACS main screen where you can select Program or Audit 5 4 PKG 3114 0106 E Plex Advanced ACS User s Guide Programming and Auditing Locks lt q 8 Tap Program The M Unit begins connecting with the lock The screen displays a message indicating that the M Unit is connecting to the lock You can click Abort to stop connecting for any reason 9 With t
96. n the M Unit screen dij 402069 Address o 9 W Cord Into aul Date Book E Plax N E Flex ACS JZ Expense Graffiti HotSync Insider 6 Tap Audit The M Unit begins connecting with the lock 7 With the screen facing upwards hold the M Unit up to the lock at a distance of between 4 inches and 10 inches 10 cm and 25 cm Position the top edge of the M Unit parallel to the infrared glass window located above lock code buttons 1 and 2 E Plex 5200 E Plex 5700 E Plex Advanced ACS User s Guide PKG 3114 0106 5 9 P Programming and Auditing Locks Note If you receive a message that the communication failed repeat the procedure Ensure that you are holding the M Unit in the correct position pointing it straight at the lock lens and at the correct distance 8 When the Lock and M Unit are communicating the M Unit displays the Audit Door screen with a list of options to download Select the check boxes relevant to your audit and tap OK Note To download the User Table a list of all users with access to the lock select the User Table check box O ALL audits OO ME audits W User Table 5 10 PKG 3114 0106 E Plex Advanced ACS User s Guide Programming and Auditing Locks lt q 10 After the transfer is complete the M Unit displays the following prompt Information Audit Successful 11 Tap OK The download is successful The M Unit returns to the E Plex ACS main screen ea mi F I ll ll
97. ng steps to edit a holiday vacation 1 3 20 From the Manage Holidays Vacations window select the holiday or vacation you want to edit by clicking it Click Edit The software displays the Edit Holiday Vacation window p Edit Holiday Vacation Please enter desired holiday vacation and select Add to enter it into the system Once all holidays vacations have been entered select Done To delete a holiday vacation select it from dropdown list and select Delete NOTE 11 59 PM 23 59 indicates end of the calendar day Holiday acation Name lima 000000000000000 v AllDay Event Start Date and Time 12 25 2005 12 00 4M End Date and Time 12 25 2005 11 59 PM Cancel In the Holiday Vacation Name field change the name of the holiday or vacation Clear the All Day Event check box if the holiday or vacation you are changing is NOT an all day event 24 hours In the Start Date and Time field change the start date if necessary using the drop down list and selecting the date from the calendar In the Start Time field change the start time if necessary by using the Up and Down arrows Note The Start Time field will be grayed out if the All Day Event check box is selected In the End Date and Time field change the end date if necessary using the drop down arrow and selecting the date from the calendar In the End Time field change the end time if necessary by using the Up and Down a
98. ng steps to edit a user group 1 2 From the Manage User Groups window select a user group to edit by clicking it Click Edit The software displays the Edit User Group window xi i Edit User Group User Group M oming Shift Cancel In the User Group field change the name of the user group Note The User Group name can be a maximum of 20 characters and may include special characters and spaces Click Save The software alerts you that the database has been updated E Plex Advanced ACS System x d User Group was updated to the database PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 5 Click OK The software displays the edited user group in the Manage User Groups window x mi Manage User Groups No UserGoup O 1 NihtShft 70 0 0 00000000000 Deleting a User Group Complete the following steps to delete a user group 1 From the Manage User Groups window select a user group to delete by clicking it 2 Click Delete The software prompts you for confirmation xj o9 Are you sure you want to delete user group Night Shift w 3 Click Yes The software alerts you that the user group has been deleted from the database E Plex Advanced ACS System x fs i User Group was deleted from the database 4 Click OK The software returns to the updated Manage User Groups window xl iri Manage User Groups No User Grou
99. o complete the installation Continue Installation Main Menu E Plex Advanced ACS User s Guide PKG 3114 0106 2 5 P Getting Started Click the Kaba software registration website link The system opens your default Web browser to the E Plex Advanced ACS Software Registration page E Plex Advanced ACS Software Registration Thank you for purchasing our product Please choose the appropriate option below I m registering my product for the first time and need to generate my product registration key U I m already registered but lost my product registration key i If you are registering for the first time proceed to step 7 If you lost your registration key and need to retrieve it from Kaba Access Control proceed to step 13 Registering for the First Time T If you are registering your software for the first time select the first Green option The system displays the E Plex Advanced ACS Software Registration page E Plex Advanced ACS Software Registration Thank you for purchasing our product To activate your lock please fill out this form to receive your registration key Please note that any information you submit to us will be kept strictly confidential and will not be shared with any other company required fields CONTACT INFORMATION Tuesday January 24 2006 First Name Company Organization University of the North Address City Zip Postal Code
100. oller Adding a User 3 26 If you are using the Prox Card Reader Enroller to add E Plex 5700 users ensure that it is properly connected to the PC before beginning this process Note A red light indicates that the enroller is ready to read a card A green flash means that it successfully read a card when you flash a card close to it PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Complete the following steps to add a user 1 From the Manage Users window click Add The software displays the Add User window If a Prox Card Reader is connected x T Add User User Group RYE SES BETTE Last Name First Name User Type Access User PIN 0961 Save Assign Prox Card Prox Enroller __ Save For E5700 only Connected Cancel Card ID Clone User If a Prox Card Reader is not connected T Add User User Group Select User Group o y Last Name First Name User Type Access ad User PIN 16256 Save Assign Prox Card Prox Enroller Not Connected For E5700 only Cancel Card ID Clone User From the User Group drop down list select a user group In the Last Name field type the last name of the user In the First Name field type the first name of the user ob des op From the User Type drop down list select a user type Refer to Lock User Personnel Classifications
101. om the Program menu select Program Lock or click the Upload files are waiting to be created button Program s Program Lock _ 3 48 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q The software displays the Data File Generator PC to Handheld window Data File Generator PC to Handheld f x LE i NOTE Select a Door group from the Door Groups list The doors that are attached to that Door Group will be displayed in the Available Configuration Files list The ones that have undergone change and are waiting Sync file creation will be highlighted in green To create the files select the Select Changed Doors button Once all desired doors are listed in the Doors to program list select Program Doors to create the Sync Files To just program user selected files select desired files from the Available Configuration Files list and select the green arrow To remove one or more entries from the Doors to program file select desired files and then select the red arrow Door Groups Available Configuration Files Doors to program Last Modified Door Information Admin Building Back Doors Select Changed Doors From this window you can program doors to upload to the M Unit Programming a Lock by Uploading Data from the PC Complete the following steps to program a lock 1 From the Data File Generator PC to Handheld window select a door group from the Door Groups li
102. on password for the Operator Note The Operator password must be exactly six characters long and can consist of numbers characters spaces and special characters i e 1 amp etc In the Verify New Password field re enter the new password In the Operator Level field type the level of the Operator Click OK The software displays confirmation that the password changed successfully E Plex Advanced ACS System x di Logon password changed successfully 8 Click OK again The software closes the Change Password window 3 6 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Archiving the PC Activity Log The Archive PC Activity Log function allows you to archive and remove old records in the system activity log Complete the following steps to archive the PC Activity Log 1 From the System Setup menu select Archive PC Activity Log The software displays the Save Activity Log window Save in a Reports 53 er E3 Py History e Desktop My Documents is My Computer STTLU s 5 i File name rc07 2005 arc Save as type Archive Files ARC Cancel My Network P 7 2 Type the archive file name in the File name field the default name is ArcHMDDY Y where MM month DD day and YY year 3 Click Save The software displays the Archive PC Activity Log window Archive PC Activity Log yf 55 KATA Archive PC Activity Log Arch
103. ors from the Door menu select Manage Doors or click the Manage Doors button Doors Manage Doors Jj The software displays the Manage Doors window Jj Manage Doors No DooGrup DeorName LockModel SSS Total number of Doors in the system 0 Adding a Door Complete the following steps to add a door 1 From the Manage Doors window click Add The software displays the Add Door window x Jj Add Door Door Group Select Door Group m Lock Parameters Lock Function Unlock Time 2 Cylindrical or Mortise without Deadbolt d BuzzerVolume fi E Cylindrical with Privacy Thumbturn Tamper Cout 3j Mortise with Deadbolt Tamper Shut Time 30 With Privacy EI ene a ee a C Residence Lock in Passage Mode by Default m Lock Model C E5200 E5700 C Exit Trim Cancel Clone Door 2 From the Door Group drop down list select a door group 3 In the Door Name field type a name for the door Note A door name can be a maximum of 20 alphanumeric characters 4 From the Unlock Time field select an unlock time by using the Up and Down arrows Note The Unlock Time field values range between two and 20 seconds the default is two seconds E Plex Advanced ACS User s Guide PKG 3114 0106 3 35 P Using the E Plex Advanced ACS Software 5 From the Buzzer Volume field select a volume level by using the Up and Down arrows Note The available buzzer volume levels range
104. p E Plex Advanced ACS User s Guide PKG 3114 0106 3 25 p Using the E Plex Advanced ACS Software Note You should update your locks to reflect modified user groups by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Managing Users In the E Plex Advanced ACS software you can add and maintain Users and if they are E Plex 5700 lock users you can additionally assign their associated Prox Cards You can add new users assign a Prox Card to each user change user information or delete existing users and the Prox Cards assigned to them The E Plex Advanced ACS software allows you to manage users from the Manage Users menu Note You can define a maximum of 3 000 users in the lock but any number of them in the software To manage users from the Users menu select Manage Users or click the Manage Users button Users E Manage Users T7 The software displays the Manage Users window x T Manage Users No LastName FistName User Group UserTpe PIN Cado 0000000000 OS Add Edit Delete m For E5700 only Batch Enrall Read User Card Help Close Total number of Users in the system 0 From this window you can add edit or delete users Additionally for E Plex 5700 lock users only you can batch enroll users and read user cards using the Prox Card Reader Enr
105. pen e If he she enters 87654321 the lock will enter into the Programming Mode and wait for the next part of the command e f he she enters twice at the end of the code for example 87654321 the lock will go out of Programming Mode and return to its normal mode Note 1 The pound sign acts like the Enter key on a keyboard in your communications with the lock The tells the lock that one part of the entry is finished The serves another purpose to distinguish a programming type command from a simple Access code to open the door A Master or Manager User can use the same number to open the door or to put the lock in Programming Mode the only difference being that he or she uses the sign in front to signal that he or she is about to enter a programming command Note 2 Correct errors during a command sequence If an invalid entry occurs recover from the mistake by entering the key which will clear all entries made from the beginning of the current command sequence and will reset the 15 second time limit for entering the code In this case you still have 15 seconds from the first number entered to enter the whole code Modifying the Master User PIN Command 0007 Required User Level Master To change the Factory code or current Master code follow these steps 1 Putlock into Pushbutton Programming Mode 2 Use the command 000 for Master then the new Master code number 3 You must use eight digits between 00
106. port listed Door Group Admin Building Door Name West Front Door 1_434dmin Building 08 16 2005 6 10 PM User table report listed Door Group Door Name qgl l Pu dm 0 rmeor 40 Mla Total Records Listed 118 Print Save Help Note Click Help at any time for online help From this window you can print and save the Archived PC Activity Log Report Audits and User Tables from Downloaded Doors Report The E Plex 5200 E Plex 5700 stores up to 30 000 audit events The audit file is circular and the oldest record is overwritten by the most recent A hard reset does not clear the audit trail The List Audits option allows you to view data that have been downloaded from a door to the PC through the M Unit The software displays a list of download data files indicating the serial number of each lock from which a data file has been received x M Unit Downloads Select the door to view or delete and click the appropriate button Double click a door to view the door data DeorGroup Door Name File Description File Type Date Time Admin Building West Front Door 1_4300F852 Audit Download 08 15 2005 4 17 PM Admin Building West Front Door 1 43021353 Audit Download 08 16 2005 12 50 PM Admin Building West Front Door 1 43023D5E Audit Download 08 16 2005 3 24 PM Admin Building West Front Door 1_430374F8 Audit Download 08 17 2005 1 33 PM View Upload View Audits User Table Close Help
107. r Group drop down list select a user group 3 Inthe Facility Code field type the facility code E Plex Advanced ACS User s Guide PKG 3114 0106 3 31 p Using the E Plex Advanced ACS Software Note The facility code is a three digit number from 000 255 that is usually not printed on the card for security reasons If you scan a card from the group of cards that you want to batch enroll under the Read User Card sub menu you can read the facility code as the first three digits of the card ID 4 Inthe Starting Card No field type the starting card number of the group of cards you want to enroll Note The starting card number is a five digit number from 00000 65535 The combined value is the actual Prox Card ID 5 Inthe Ending Card No field type the ending card number of the user s Prox Card Note The ending card number is a five digit number from 00000 65535 The combined value is the actual Prox Card ID If you are only enrolling one card you do not have to enter the ending number 6 Click Save The software prompts you for confirmation E Plex Advanced ACS System x 2 5 User Cards are being enrolled Do you want to continue mm 7 Click Yes The software alerts you that the group Prox Card IDs have been enrolled E Plex Advanced ACS System x i The group of card IDs entered have been enrolled in the E Plex Advanced ACS system List will now be sorted 8 Click OK The software returns to the updated Mana
108. r Key in the Help About menu screen of the PC software once you have registered the E Plex Advanced ACS software E Plex Advanced ACS User s Guide Getting Started amp 5 If your Customer Key changes for any reason i e for security reasons you can access the Enter Customer Key screen from the E Plex ACS menu by selecting Cust Key You will now be able to program and audit the E Plex 5200 E Plex 5700 locks using the M Unit Installing the Prox Card Reader Enroller E Plex 5700 Only If you are using a Prox Card Reader Enroller with the system you should attach it to a USB port on the PC before you start the software for the first time You should enable the device as connected in the System Setup System Settings menu of the E Plex Advanced ACS software Starting the E Plex Advanced ACS Software on the PC You can start the E Plex Advanced ACS on the PC by clicking the E Plex Advanced ACS icon on the Desktop recommended a E Plex Advanced Or you can start the software from the Windows Start Programs menu fs E Plex Advanced ACS b 22 E Plex Advanced ACS Help Install E Plex Palm Interface Application on Palm Organizer Install Palm HotSync E Plex ACS Conduit Uninstall Palm HotSync E Plex Conduit E Plex Advanced ACS User s Guide PKG 3114 0106 2 17 B Getting Started Logging On for the First Time The E Plex Advanced ACS has now been loaded and is ready for logon Th
109. r Tables from Downloaded Doors Report in the Reporting section of this chapter to view audits E Plex Advanced ACS User s Guide PKG 3114 0106 3 51 p Using the E Plex Advanced ACS Software Reporting The Reports option can be used to view and report on the data that you have defined in the E Plex Advanced ACS software and locks It can also report on the data that you have uploaded to locks defined in the software Once data have been transferred HotSynced from the lock to the PC you can view and report on data from the lock The E Plex Advanced ACS software allows you to generate reports from the Reports menu Note Within some of the reports you will have the option to print cards containing user information You can use Avery perforated card stock for Template 8877 to print the cards To access reports from the Reports menu select Reports or click the Reports Menu button Reports E Reports ia The software displays the Reports Menu window Reports Menu Please select which type of report is desired Access Schedules Report Door Groups Report Holidays acations Report List Archived PC Activity Log Report List Audits amp User Tables from Downloaded Doors List Doors by User Report List PC Activity Log Report List Users Report Operators Report From this window you can select a report to view print or save Viewing Reports Complete the following steps to view reports 1 From the Reports Menu w
110. r by double clicking anywhere on the user s row To select multiple users hold the Ctrl key and click the users you wish to select 24 Click the green arrow to transfer the selected users to the fields on the right gt 3 44 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q The software displays the users in the fields to the right Define Access User List Assign Users to Door For Access Door Group Admin Building Door Name West Front Door 1 Lock Model E5700 To assign Schedules amp Privileges to a User select a User and double click Last Name First Name User Group User Type Schedules Davis lan Night Shift Guest Lito Jeremy Night Shift Service Slater Tom Night Shift MUnit Thomas Rita Night Shift Manager Weathersby Jan Night Shift Access Total Users assigned to this Door 5 Cancel 25 If you need to remove a user from the fields on the right select the user and double click the red arrow to return the user to the fields on the left al 26 Double click a user to assign Access Schedules and Privileges to a user The software displays the Assign Access Schedules and Privileges screen for the type of user you selected e Manager e Access e Guest e Service e M Unit You can assign any available Access Schedules or any or all of the following three Privileges to all five types of users e Override holidays vac
111. register your contact info Factory Number and Serial Number for your software CD and will then give you a unique 8 digit Registration Key for your software over the phone 18 Write your Registration Key down and click Continue Installation to complete the installation You will be asked to enter your Registration Key along with the Factory Number to complete the installation Proceed to Software Installation below Software Installation Complete the following steps after software registration to install the E Plex Advanced ACS Software 1 After you click Continue Installation on the Install E Plex Advanced Access Control Software screen the system displays the InstallShield Wizard screen E Plex Advanced ACS InstallShield Wizard Welcome to the InstallShield Wizard for E Plex Advanced ACS The InstallShield Wizard will install E Plex Advanced ACS on your computer To continue click Next lt Back Cancel E Plex Advanced ACS User s Guide PKG 3114 0106 2 9 B gt Getting Started 6 The InstallShield Wizard guides you through the software setup and installation after you have registered the software with Kaba Access Control During installation an E Plex Advanced ACS icon is added to the Windows Desktop screen and to the Windows Program menu A menu item is generated for E Plex Advanced ACS displaying the following sub menu options e E Plex Advanced ACS Help e E Plex Advanced ACS e Install E Plex Palm
112. roller to assign Prox Cards for the users In this case the display of the card ID format in the Users dialog menu will not be in standard xxx yyyyy format but will display as a long hexadecimal number only e Prox Enroller applies to E Plex 5700 locks only By default the Prox Enroller Connected field is not selected You must select this field only if you have the Prox Reader Enroller device attached to the PC e User PIN Length Select the appropriate global User PIN Length between four and eight digits that you will be using in your system The default User PIN length is four digits e Time Format and Daylight Savings Time DST Select the display of Time Format for your system The default is 12 Hour Time a m and p m display and the other option is 24 Hour Time display The E Plex Advanced ACS software will use the start and end dates times of the DST setup if enabled directly from your PC s operating system It will automatically send this information to the locks via the M Unit so that the DST switching in the lock will occur automatically e Default Path for Backup This field defines the default directory path to be used when backing up system data files You may change the backup path to a CD RW drive network drive or another similar type of drive e Default Path for Reports and PC Activity Log This field defines the default directory path to be used when generating and saving reports and archived data f
113. rrows Note The End Time field will be grayed out if the All Day Event check box is selected Click Save The software prompts you for confirmation E Plex Advanced ACS System xj N Are you sure you want to update this holiday Ce e PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 10 Click Yes to update the holiday or vacation The software alerts you that the database has been updated and that it will search for affected doors E Plex Advanced ACS System x yes i The holiday template Christmas was updated to the database successfully The system will now check to see if any doors are affected 11 Click OK If doors were affected the software alerts you with a list of doors that need to be re programmed else the following screen is displayed x i No doors are affected by this change 12 Click OK again The software displays the edited holiday or vacation in the Manage Holidays Vacations window Manage Holidays vacations Manage Holidays Vacations Holiday Vacation Name Christmas 12 25 2005 1200AM 12 26 20 11 59PM Sa Soe EN Note You should update your locks to reflect modified holidays vacations by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks E Plex Advanced ACS User s Guide PKG 3114 0106 3 21 p Using the E Plex Ad
114. rt Manual Programming Mode 08 11 2005 3 00 PM Weathersby Access 1318 Open Pin Only 08 11 2005 3 00 PM Thomas Manager Open Pin Only 08 11 2005 11 58 AM Lock Key Override Detected 08 11 2005 11 58 AM Lock Key Override Detected 08 10 2005 4 32 PM Lock Privacy Disabled 08 10 2005 4 32 PM Lock Privacy Enabled 08 10 2005 4 32 PM Lock Privacy Disabled 08 10 2005 4 32 PM Lock Privacy Enabled 08 10 2005 4 18 PM Lock Privacy Disabled 08 10 2005 4 18 PM Lock Privacy Enabled 08 10 2005 2 54 PM Thomas Manager 17388 End Manual Programming Mode 08 10 2005 2 54 PM Thomas Manager 17388 End Communications 08 10 2005 2 53 PM Thomas Manager 17398 Start Communications 08 10 2005 2 53 PM Thomas Manager 17398 Start Manual Programming Mode 08 10 2005 2 52 PM Thomas Manager 17388 Open Pin Only 08 10 2005 2 52 PM Thomas Manager 17388 Open Pin Only noAn onnk 2R Ph wastharshu Apress 17305 1210 Onan Din Anli Close Print Save Help Pint ose o ne Note Click Help at any time for online help From this window you can print or save the report 3 When you are finished click Close The software returns to the M Unit Downloads window E Plex Advanced ACS User s Guide PKG 3114 0106 3 57 p Using the E Plex Advanced ACS Software Accessing a User Table Complete the following steps to access a user table 1 From the M Unit Downloads window select a file from the list by clicking it x M Unit
115. s e PINs e Door Groups e Access Schedules e Holidays Vacations e Lock User Personnel Classifications E Plex Advanced ACS User s Guide PKG 3114 0106 1 3 P About the E Plex Advanced ACS PC System Operator Classifications PINs Three types of operators can use and operate the E Plex Advanced ACS software e Level 1 Operator The E Plex 5200 E Plex 5700 has one Level 1 Operator who is the Master Operator with the highest system authorization Unless additional operators are added this is the only person who can manage the system software The Level 1 Operator has access to all functions of the E Plex Advanced ACS software The Level 1 Operator can add Level 2 or Level 3 Operators to the E Plex Advanced ACS software When an operator is added to the software the Level 1 Operator must establish a Logon Password The Level 1 Operator can add a maximum of six operators to the software three Level 2 Operators and three Level 3 Operators e Level 2 Operator Level 2 Operators can perform all functions of Level 1 Operators with the exception of adding modifying or deleting any other operators e Level 3 Operator Level 3 Operators can perform all functions of Level 1 Operators with the exception of o Adding modifying or deleting any other operators o Having access to the System Setup menu in the software The E Plex Advanced ACS features a variable length PIN code or combination A PIN can be four to eight d
116. s Command 500 Use the Diagnostics code to perform manual diagnostics of the lock green LED red LED buzzer and the twelve pushbuttons 0O through 9 and Note You will need the M Unit Palm PDA to perform these diagnostics Required User Level Master 1 Put the lock into Pushbutton Programming Mode 2 Enter command 500 for Diagnostics You will see a green LED and hear a high beep followed by a red LED and a low beep 3 Press 123456789 0 in that exact order to test each pushbutton If every pushbutton is working correctly you will see a green LED and hear a normal beep for each pushbutton that is pressed Example of Complete Entry 500 123456789 0 Enter another to indicate the end of programming If you see a red LED at any time that you are pressing a pushbutton or at the end of the code there could be a problem with the pushbuttons Enter another to indicate the end of programming If you still see the red LED the lock has a problem Call a service person to repair or replace the lock Identifying a Lock Model Command 5011 Use the Lock Model Identification code to identify if the lock model is E Plex 5200 or E Plex 5700 Required User Level Master Manager 1 Put the lock into Pushbutton Programming Mode 2 Enter command 501 for Lock Model Identification 3 The lock will flash the red and green LEDs twice with accompanying high pitched tone for E Plex 5200 and seven times for E Plex 5700 4
117. s 5002 Manual diagnostic Master Manager 123456789 08 Lock Model 5012 Identify if the lock is an E Plex 5200 Master Manager Identification or E Plex 5700 Two sets of green and red LED flashes for E Plex 5200 and seven sets of green and red LED flashes for E Plex 5700 Communication 9002 Communications startup Master Manager Startup Visual Feedback Message Definitions Parameters Gemito Rested Duration rae meos for ON rse we Vara Access codehayed on OFF ise Jore resons fon for wee pre Access granted battery 1 10 sec 1 sec low condition Access denied oN ise Asec re Invalid programming 1 sec m entry including duplicate access code Tamper shutdown 2 sec Once prece Tamper shutdown state shutdown state ON ise o 1s 10sec o Sec 4 8 1 PKG31140100 E Plex Advanced ACS User s Guide Operating the E Plex Lock at its Keypad amp Parameters Condition Communication in ON Alternate ON Alternate 1 10 sec 1 sec progress Hard Reset sequence in ON Alternate ON Alternate 1 2 sec Continuously progress Hard Reset sequence ON OFF 2 sec Once successful Hard Reset sequence OFF ON 2 sec Once failed E Plex Advanced ACS User s Guide PKG 3114 0106 4 9 gt Operating the E Plex Lock at its Keypad 4 10 PKG31140106 E Plex Advanced ACS User s Guide 5 Programming and Auditing Locks The Maintenance Unit M Unit Palm PDA is used to
118. save the report 3 Select the Display Access Schedules option to view access schedules or select the Display Holiday Vacation Settings option to view holiday vacation settings 4 When you are finished click Close The software returns to the M Unit Downloads window 3 58 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Deleting an Audit Complete the following steps to delete an audit 1 From the M Unit Downloads window select a file from the list by clicking it x M Unit Downloads Select the door to view or delete and click the appropriate button Double click a door to view the door data DeorGroup Door Name File Description File Type Date Time Admin Building West Front Door 1_4300F852 Audit Download 08 15 2005 4 17 PM Admin Building West Front Door 1 43021353 Audit Download 08 16 2005 12 50 PM Admin Building West Front Door 1_43023D5E Audit Download 08 16 3 24 PM Admin Building West 430374F8 Download 08 17 View Upload View Audits User Table Delete Close Help 2 Click Delete The software prompts you for confirmation E Plex Advanced ACS System xj 2 Are you sure you wish to delete the selected transaction 7 9 3 Click Yes The system deletes the door upload and returns to the M Unit Uploads window List Door Uploads M Unit Uploads Report The List Door Uploads report allows you to view any data that
119. se Print From this window you can print and save the Door Groups report 3 54 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Holidays Vacations Report The Holidays Vacations report displays all holiday vacation periods that have been defined in the E Plex Advanced ACS software Current holidays vacations stored in E Plex Advanced ACS system Holidays Vacations Report Christmas 12 25 2005 12 00AM 12 26 2005 11 59 PM New Year s Day 12 31 2005 12 00AM 01 02 2006 11 59 PM From this window you can print and save the Holidays Vacations report Archived PC Activity Log Report If you have previously archived the PC Activity Log you can view the file data using the Archived PC Activity report The software prompts you to select the archived file Refer to Archiving the PC Activity Log in Chapter 3 Using the E Plex Advanced ACS Software for information on how to archive the PC Activity Log Note The default location shown is the Default Path for Reports as defined in System Setup This path is shown as the default because it is also the default path for archiving activity files The archived file names usually include the date on which they were archived Look in 3 Reports ck E3 tat History Desktop co M uments My Do idus Fie name ARC082305 4RC ee sf Files of type Archive Files ARC E My Network P Open as read only E Ple
120. signment select Manage Access Assignment from the Access Assignment menu or click the Manage Access Assignment button Access Assignment E Manage Access Assignment ag The software displays the Manage Access Assignment window xi ET Manage Access Assignment Door Group Select Door Group Door Name v Access Schedules Holidays acations Passage Mode Enable Disable Enabled Disabled Lock Configuration Profile Unlock Time secs Tamper Count t of tries Buzzer Volume 0 off 3 Loud Manual Passage Duration hrs Lock Model Tamper Shut Time secs I E5200 E5700 Cancel Help From this window you can manage door access assignment including e Assigning access schedules e Assigning holidays vacations e Assigning users E Plex Advanced ACS User s Guide PKG 3114 0106 3 39 P Using the E Plex Advanced ACS Software You may optionally enable the passage mode option allowing free access to the door without any valid PIN or card Managing Access Assignment Complete the following steps to manage door access assignment 1 From the Door Group drop down list select a door group 2 From the Door Name drop down list select a door name Note Once you select the door group and the door name the software displays the Lock Configuration Profile values and the Lock Model for that door 3 From the Passage Mode Enable Disable area cli
121. so want to download the User Table users assigned to this lock select the User Table check box e Audit the locks using the M Unit e Transfer HotSync Lock Audit Files from the M Unit to the PC e View and or print Lock Audit Files on PC from the Reports menu Note From the E Plex ACS drop down menu at the top left of the PDA screen you can also Perform Lock Diagnostics as well as view or select Lock Configuration files from each Door Group before programming locks The sequence of operations using the M Unit is described in detail in the following procedures 1 Transferring Files from the PC the to the M Unit HotSync 2 Transferring Files from the PC to the Lock through the M Unit 3 Auditing Lock 4 Transferring Lock Audits from the M Unit to the PC HotSync Note These procedures are not described in detail here since you can perform them by following the steps as directed by the prompts on the PDA screen 5 2 PKG 3114 0106 E Plex Advanced ACS User s Guide Programming and Auditing Locks lt q M Unit User Definition The E Plex 5200 and E Plex 5700 locks can have special M Unit User Access credentials PIN Prox or both This credential is used only to program and or audit the lock using the M Unit PDA as a maintenance function only the code will NOT open the door When an M Unit User presents enters his or her M Unit credential the lock enters the Communications Mode with the M Unit handheld PDA immediately
122. st by clicking it The software displays the door group with the attached doors in the Available Configuration Files list Data File Generator PC to Handheld E x i NOTE Select a Door group from the Door Groups list The doors that are attached to that Door Group will be displayed in the Available Configuration Files list The ones that have undergone change and are waiting Sync file creation will be highlighted in green To create the files select the Select Changed Doors button Once all desired doors are listed in the Doors to program list select Program Doors to create the Sync Files To just program user selected files select desired files from the Available Configuration Files list and select the green arrow To remove one or more entries from the Doors to program file select desired files and then select the red arrow Door Groups Available Configuration Files Doors to program Last Modified Door Information Admin Building East Back Door 1 8 02 2005 3 51p Back Doors Main Entrance 1 7 25 2005 5 08p West Front Door 1 8 02 2005 3 50p Select Changed Doors Note The door groups that have undergone change and are waiting for Sync File creation will be highlighted in green The door groups that have not been changed will be highlighted in pink 2 Click the Door Name of the door you want to program or click Select Changed Doors If you click the Door Name complete steps 3 4 If you click Select
123. standard and is pre defined in the software It cannot be changed or deleted The Always schedule allows 24 7 access to its associated doors and users To manage access schedules from the Access Schedules menu select Manage Access Schedules or click the Manage Access Schedules button Access Schedules Manage Access Schedules X NI PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q The software displays the Manage Access Schedules window Manage Access Schedules Manage Access Schedules M fe bebedan Sin Mon Te ei Twi Pn sm s as 1 Always WN 1200AM 11 58PM Schedule assignment I Day is assigned to Access Schedule D Dayis NOT assigned to Access Schedule From this window you can add edit or delete access schedules Adding an Access Schedule Complete the following steps to manage access schedules Note You may add additional access schedules at any time 1 From the Manage Access Schedules window click Add The software displays the Add Access Schedule window x US Add Access Schedule Enter desired Access Schedule and select Add to enter it into the system When all Access Schedules have been entered select Done If an existing schedule is to be deleted select the schedule and select Delete Access Schedule N ame Start Time End Time 8 00 AM 5 00 PM Cancel 2 Inthe Access Schedule Name field type the n
124. ta listed Logged on to system Logged on user name janet Logged off user name janet Report Listed Report Listed Report Listed Logged on user name janet 06 27 2005 06 27 2005 06 27 2005 06 27 2005 06 27 2005 9 59 AM 9 59 AM 9 59 AM 9 59 AM 9 59 AM User deleted from door User deleted from door User deleted from door User deleted from door User deleted from door User ame UserName User ame UserName UserName 00002 Door Group Front Doors Door Name test 00003 Door Group Front Doors Door Name test 00004 Door Group Front Doors Door Name test 00005 Door Group Front Doors Door Name test 00006 Door Group Front Doors Door Name test 06 27 2005 9 59 AM User added to door reo AL User ame os LE Total Records Listed 101 Note Click Help at any time for online help From this window you can print and save the PC Activity Log report List Users Report The List Users report displays all users that have been defined in the E Plex Advanced ACS software Users defined in E Plex Advanced ACS s fem Users Report User List Last Name First Name Use Type CudlD PIN 0 0 0 0 0 0 0 E Davis lan Guest 123 17399 2539 Lito Jeremy Service 5491 Slater Tom MUnit 123 17387 8301 Thomas Rita Manager 123 17398 7077 Weathersby Jan Access 123 17385 1319 Close Print Print Cards Save Help Note Click Help at any time for online help From this win
125. ted Level 1 Password In the Level 1 Password field enter the password Click the Down arrow to select an Operator to delete from the list Click OK The software prompts you for confirmation E Plex Advanced ACS System x 2 Are you sure you want to remove operator DavidSmith From the system 7 9 5 Click Yes The software confirms that the Operator was removed from the database E Plex Advanced ACS System x y i Operator has been removed from database 6 Click OK The software closes the Delete Operator window E Plex Advanced ACS User s Guide PKG 3114 0106 3 5 p Using the E Plex Advanced ACS Software Changing an Operator Password The Change Password option allows you to change an Operator s password Complete the following steps to change an Operator s password 1 From the System Setup menu select Change Password The software displays the Change Password window Change Operator Password x COBC AS IA Change Password Operator Name es Current Operator Password New Operator Password o Verify New Password Operator Level pr The operator password must be at least six but no more than ten characters long Cancel Help From the Operator Name drop down list select an Operator In the Current Operator Password field enter the current logon password of the Operator 4 Inthe New Operator Password field enter the new six character log
126. to 7 00 a m Second part of third shift next day e 7 00 a m to 8 00 a m Third and first shift overlap Additionally by default all user types except the Master are not granted any access to the lock So access schedule s must be assigned to these types of users also Choose from the access schedules that have been previously defined for the door which means that the maximum number of access schedules that can be assigned to a user for a particular door is the number of access schedules defined for the door Holidays Vacations You can define an unlimited amount of Holidays Vacations in the system database However you can define only up to 32 holidays vacations in a lock A holiday vacation template is a defined time period during which users will NOT be granted access to a door By default there will be no access allowed to a door lock during a defined holiday vacation period except for the Master Operator the Service Users and any privileged users who are set up to override the holidays vacations Lock User Personnel Classifications Up to six different types of users can perform various operations at the lock e Master User The Master User is the top level manager who performs the initial lock setup activities and can program all lock functions There is only one Master User per lock The Master User is the only user who has Always access to any lock and has all the access privileges all the time The Master User s PIN
127. tting Started The system displays the Install Tool screen followed by the Confirm Add window i Install Tool File s listed below will be installed on your handheld the next time you perform a HotSync operation a ePlexPalminterface pre 61KB B Handheld Change Destination Tips l i Find other applications to install on your handheld at http www palm com The Add button looks first in the ADD ON folder inside your C APALM folder This folder is a convenient place to store downloaded handheld files 4 Click Done OR If you want to change the destination for example to a Memory Card in the Palm click Change Destination The system displays the Change Destination screen Change Destination Change the destination of the files to be installed Install To Install To SecureDigital SD Card a ePlexPalmlnterface prc _ lt Tips Pa You can install only certain types of files to the handheld for example files of i type prc pdb etc Files of other types should be installed to a card Select the file from the Install To field and click the button Click OK The software returns to the Install Tool window Click Done The software files that are required for the M Unit to program and audit an E Plex 5200 E Plex 5700 lock have now been prepared for transfer to the M Unit When you connect the M Unit to your PC and perform a HotSync operation the system
128. uide PKG 3114 0106 Programming and Auditing Locks 16 Tap OK The upload is successful The M Unit returns to the E Plex ACS main screen E RM mm Th jos Ew palm XUI S ET MEIST 0 00 PROGRAM DISCONNECT IB vo 7 27R 17 Tap Disconnect to properly disconnect the M Unit from the lock 18 Repeat steps 3 17 to program additional doors Auditing Locks Before you can audit locks you must select the number of records you want to see each time you do an audit The default is 500 and the maximum is 30 000 To select the number of records tap E Plex ACS and select Preferences from the drop down menu Under Audit Records select the number any number between 50 and 30 000 The preference is saved even after you log out To change the number of records return to the Preferences menu You can also select audits from the last 7 days the last 30 days or new audits only Transferring Files from the Lock to the M Unit 1 Go to the door you want to audit 2 Onthe pushbuttons enter one of the following sequences as applicable Master PIN 9007 Manager PIN 9002 M Unit PIN Note Hereinafter these codes will be referred to as credentials 3 The lock now enters the Communication Mode indicated by alternate green and red LEDs flashing every second for up to 30 seconds 5 8 PKG 3114 0106 E Plex Advanced ACS User s Guide Programming and Auditing Locks lt q 4 Tap the E Plex ACS icon o
129. ule to delete by clicking it 2 Click Delete The software prompts you for confirmation xj 2 Are you sure you want to delete Access Schedule Template M F 8 00 5 00 9 o 3 Click Yes to confirm the deletion The software alerts you that the access schedule has been deleted from the database E Plex Advanced ACS System x ye i The access schedule template has been deleted from database 3 16 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q 4 Click OK The software returns to the updated Manage Access Schedules window P Manage Access Schedules No Schedule Name Sun Mon Tue Wed Thu_ Fi 1 Always a a a a ee 20 4M 1 53PM Schedule assignment Day is assigned to Access Schedule D Dayis NOT assigned to Access Schedule Note You should update your locks to reflect modified door groups by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Managing Holidays Vacations A Holiday Vacation template is a defined time period during which users will NOT be granted access to a door By default there will be no access allowed to a door lock during a defined holiday vacation period except for Service Users and any assigned Privileged users in the system Note You can define a maximum of 32 holiday vacation periods in the lock
130. urposes The data will then be available to view or print as an audit report Each lock will always hold up to the last 30 000 audit events in its memory Reports l Reports ia Reports From the Reports menu you can generate reports from the E Plex Advanced ACS data If data have also been received from a door lock you can select an option to generate a report from that data 2 24 PKG 3114 0106 E Plex Advanced ACS User s Guide Getting Started amp System Setup System Setup System Settings Add New Operator Delete Operator Change Password Archive PC Activity Log From the System Setup menu you can set up and maintain all system information such as Wiegand bit format for Prox Cards and global PIN length for Users You can add new Operators to the software delete existing Operators or modify the passwords for existing Operators You can also archive PC System activity data from this menu Help Help Help Topics About From the Help menu you can access the online help or display the E Plex Advanced ACS software Registration Key version number and copyright information E Plex Advanced ACS User s Guide PKG 3114 0106 2 25 P Getting Started 2 26 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software This chapter explains how to use the E Plex Advanced ACS software including e System Setup Menu e Managing Door Groups e Manag
131. vanced ACS Software Deleting a Holiday Vacation Complete the following steps to delete a holiday vacation Note You cannot delete a holiday or vacation if it is assigned to a door 1 From the Manage Holidays Vacations window select the holiday or vacation you want to delete by clicking it 2 Click Delete The software prompts you for confirmation E Plex Advanced ACS System xj 2 Are you sure you want to delete holiday Christmas lt a 3 Click Yes to confirm The software alerts you that the holiday or vacation has been deleted from the database E Plex Advanced ACS System x i The holiday has been deleted from database 4 Click OK The software returns to the updated Manage Holidays Vacations window p Manage Holidays Vacations No Holiday Vacation Name Note You should update your locks to reflect modified holidays vacations by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks 3 22 PKG 3114 0106 E Plex Advanced ACS User s Guide Using the E Plex Advanced ACS Software lt q Managing User Groups In the E Plex Advanced ACS software you can group similar users into User Groups like departments For example you may have a group of users who can be assigned to a user group called Office Staff The user group assignment in the software is strictly for operator convenience and does h
132. ve schedule name for each access schedule Once defined you can assign access schedules to a door from the Access Assignment menu of the software A maximum of 16 access schedules can be assigned to a single door PKG 3114 0106 E Plex Advanced ACS User s Guide About the E Plex Advanced ACS lt lt Because you may specify whether the door access method is PIN E Plex 5200 E Plex 5 00 Prox Card E Plex 5700 only or both E Plex 5700 only the different access schedules in the system cannot overlap If you have a need for periods of time where access for certain groups of users overlaps partially you will need to break those time periods into separate access schedules Also an access schedule cannot bridge a time period over two days If you have an access schedule that needs to start before midnight and end after midnight you must set this up as two separate access schedules Example During the week have three shifts at my company e First Shift 7 00 a m to 3 00 p m e Second Shift 2 00 p m to 11 00 p m e Third Shift 10 00 p m to 8 00 a m These three shifts will need to be broken into seven access schedules so they do not overlap e 7 00 a m to 2 00 p m First shift e 2 00 p m to 3 00 p m First and second shift overlap e 3 00 p m to 10 00 p m Second shift e 10 00 p m to 11 00 p m Second and third shift overlap e 11 00 p m to 12 00 p m First part of third shift first day e 12 00 a m
133. w and the door group is not deleted E Plex Advanced ACS User s Guide PKG 3114 0106 3 11 p Using the E Plex Advanced ACS Software If you click Yes the software prompts you for confirmation E Plex Advanced ACS System Xx 2 4re you sure you want to delete Door Group Admin Building 9 4 Click Yes The software alerts you that the door group has been deleted from the database E Plex Advanced ACS System i x i Door Group has been deleted from database 5 Click OK The software returns to the updated Manage Door Groups window in Manage Door Groups No Door Group Name Note You should update your locks to reflect modified door groups by programming the M Unit and uploading the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Managing Access Schedules 3 12 An Access Schedule is a defined time period during the span of a week in which users can be granted access to the door The E Plex Advanced ACS software allows you to globally define access schedules Once you have defined access schedules you will assign them to doors and to the users who will access those doors The E Plex Advanced ACS software allows you to manage access schedules through the Access Schedules menu Note You can define a maximum of 16 access schedules in the lock but any number of them in the software However the Always access schedule is
134. x Advanced ACS User s Guide PKG 3114 0106 3 55 p Using the E Plex Advanced ACS Software Double click the file name or select the file name and click Open The software displays the Archived PC Activity Log Report window List Archived PC Activity Log Report Archived PC Activity Log Report Archived PC Activity Log Dae Tme Event 5 5 5 08 17 2005 2 06 PM Logged off system Logged off user name daniel 08 17 2005 2 06 PM User Cloned 08 17 2005 2 02 PM Audit report listed Door Group Admin Building Door Name West Front Door 1_434dmin Building 08 17 2005 1 58 PM M Unit lock data listed 08 17 2005 1 58 PM Logged on to system Logged on user name daniel 08 17 2005 1 52 PM User table report listed Door Group Door Name qq 08 17 2005 1 08 17 2005 1 08 17 2005 1 1 1 1 44 PM Audit report listed Door Group Admin Building Door Name West Front Door 81 43 amp dmin Building 44 PM M Unit lock data listed 43 PM Audit report listed Door Group Admin Building Door Name West Front Door 1_434dmin Building 08 17 2005 1 41 PM M Unit lock data listed 08 17 2005 37 PM Logged on to system Logged on user name daniel 08 17 2005 1 33 PM Logged off system Logged off user name daniel 08 17 2005 1 33 PM User Cloned 08 17 2005 1 30 PM Logged on to system Logged on user name daniel 08 16 2005 6 11 PM Logged off system Logged off user name daniel 08 16 2005 6 11 PM User Cloned 08 16 2005 6 11 PM Audit re

E-Plex Advanced ACS User's Guide

Contents

Download Pdf Manuals

Related Search

Related Contents