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Getting Started

E-Plex Advanced ACS User’s Guide

PKG 3114 0106

2–21

The software displays the Main Menu for the E-Plex Advanced ACS:

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

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:

1. File

2. Door

Groups

3. Access

Schedules

4. Holidays/Vacations

5. Users

Groups

6. Users

7. Doors

8. Access

Assignment

9. Program

10. Audit

Содержание E-Plex 5200

Страница 1: ...Advanced ACS Software User Guide...

Страница 2: ...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 Ilco in the United Sta...

Страница 3: ...M Unit 2 13 Windows XP vs Palm HotSync vs E Plex Advanced ACS Software Compatibility 2 15 Entering Customer Key Information Into the M Unit 2 15 Installing the Prox Card Reader Enroller E Plex 5700 O...

Страница 4: ...port 3 65 List Users Report 3 65 List Operators Report 3 66 4 Operating the E Plex Lock at its Keypad 4 1 Overview of the Lock 4 2 States of the Lock 4 2 Battery Life and Replacement 4 2 Sequence of O...

Страница 5: ...ex 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...

Страница 6: ...y There is only one Master User per lock Lock Modes You can access the E Plex 5200 or the E Plex 5700 lock by three modes Factory Mode The lock is shipped from the factory in Default Factory Mode and...

Страница 7: ...h 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...

Страница 8: ...ven 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 sys...

Страница 9: ...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 previ...

Страница 10: ...ve 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 Service User A Service User h...

Страница 11: ...etting 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 System Requirements...

Страница 12: ...oll 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 for...

Страница 13: ...reate your doors assigning each door with a lock model lock function etc 16 Select a previously created door and assign access schedules access type i e access by PIN only card only or both holidays v...

Страница 14: ...re CD you will see a sticker with the 6 digit Serial Number for the software and an 8 digit Factory Number You will use both of these numbers to register the software The registration process is quite...

Страница 15: ...o choose an option to register your software through Kaba Access Control s dedicated website or by calling Kaba Access Control s Technical Support phone line as shown below If you click Option1 Regist...

Страница 16: ...ACS Software Registration page 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 Regist...

Страница 17: ...e software jewel case 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 Note...

Страница 18: ...d and click Send Registration Key You will receive an e mail from Kaba Access Control with your Registration Key 15 Write your Registration Key down and close the window On the Install E Plex Advanced...

Страница 19: ...ber 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 i...

Страница 20: ...ced ACS Help E Plex Advanced ACS Install E Plex Palm Interface Application on Palm Organizer Install Palm HotSync E Plex ACS Conduit Uninstall Palm HotSync E Plex ACS Conduit 2 Follow the InstallShiel...

Страница 21: ...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 ge...

Страница 22: ...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 transfers the E P...

Страница 23: ...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 2 When the following screen appears ensure Cradle Cable or just Cabl...

Страница 24: ...on the M Unit and PC Desktop while the M Unit connects with the PC M Unit PC Desktop 4 When the HotSync is complete you will receive a message that it was successful 5 Once the HotSync operation is c...

Страница 25: ...grade 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 we...

Страница 26: ...he stylus and M Unit s Keyboard function enter your 16 digit customer key in the fields Note You must click in each field press the Number icon on the PDA s silkscreen and tap the numbers You can loca...

Страница 27: ...ard 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 shou...

Страница 28: ...s 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 2 C...

Страница 29: ...mmended 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 7 Click OK The software dis...

Страница 30: ...software prompts you to change the default PIN length 13 Select the PIN length from the User PIN Length options 14 Click OK The system prompts you to enter the card format 15 Select the card format f...

Страница 31: ...nu and Toolbar which are the primary points to access the functions of the E Plex Advanced ACS Main Menu The Main Menu provides access to all functions and displays the available menu options The foll...

Страница 32: ...nu 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...

Страница 33: ...es 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...

Страница 34: ...three privileges Override holidays vacations Override deadbolt First user passage entry Finally you also have the option to enable the passage mode function by default it is disabled After this proces...

Страница 35: ...mat 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 act...

Страница 36: ...Getting Started 2 26 PKG 3114 0106 E Plex Advanced ACS User s Guide...

Страница 37: ...his chapter explains how to use the E Plex Advanced ACS software including System Setup Menu Managing Door Groups Managing Access Schedules Managing Holidays Vacations Managing User Groups Managing Us...

Страница 38: ...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 1 Edit the following data areas as desired Door Group As...

Страница 39: ...sing in your system The default User PIN length is four digits 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 displ...

Страница 40: ...ays the Make New Operator window 2 In the Level 1 Operator Password field enter the password 3 In the Operator Name for New Operator field enter the name of the new Operator Note The Operator name can...

Страница 41: ...to delete an Operator 1 From the System Setup menu select Delete Operator The software displays the Delete Operator window 2 In the Level 1 Password field enter the password 3 Click the Down arrow to...

Страница 42: ...perator 3 In the Current Operator Password field enter the current logon password of the Operator 4 In the New Operator Password field enter the new six character logon password for the Operator Note...

Страница 43: ...in the File name field the default name is ArcMMDDYY where MM month DD day and YY year 3 Click Save The software displays the Archive PC Activity Log window 4 Select the date at which the archive cut...

Страница 44: ...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 diff...

Страница 45: ...window click Add The software displays the Add Door Group window 2 In the Door Group field type the name of the door group you are adding Note The door group name can be a maximum of 20 characters an...

Страница 46: ...re displays the Edit Door Group window 3 In the Door Group field change the name of the door group Note The Door Group name can be a maximum of 20 characters and may include special characters and spa...

Страница 47: ...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 d...

Страница 48: ...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 schedule...

Страница 49: ...1 From the Manage Access Schedules window click Add The software displays the Add Access Schedule window 2 In the Access Schedule Name field type the name of the access schedule you are adding Note T...

Страница 50: ...access schedule in the Manage Access Schedules window Note Once added the access schedule becomes available in the Access Schedule drop down list throughout the E Plex Advanced ACS software Editing an...

Страница 51: ...field change the start time if necessary This is the time that access begins each day 6 In the End Time field change the end time if necessary This is the time that access ends each day 7 Click Save...

Страница 52: ...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 delet...

Страница 53: ...nd 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...

Страница 54: ...software displays the Add Holiday Vacation window 2 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 c...

Страница 55: ...Down arrows Note The Start Time field will be grayed out if the All Day Event check box is selected 6 In the End Date and Time field select the end date using the drop down arrow and selecting the dat...

Страница 56: ...NOT an all day event 24 hours 5 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 6 In the Start Time field change...

Страница 57: ...fected the software alerts you with a list of doors that need to be re programmed else the following screen is displayed 12 Click OK again The software displays the edited holiday or vacation in the M...

Страница 58: ...ion you want to delete by clicking it 2 Click Delete The software prompts you for confirmation 3 Click Yes to confirm The software alerts you that the holiday or vacation has been deleted from the dat...

Страница 59: ...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 The softwar...

Страница 60: ...tional user groups at any time Editing a User Group Complete the following steps to edit a user group 1 From the Manage User Groups window select a user group to edit by clicking it 2 Click Edit The s...

Страница 61: ...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...

Страница 62: ...ed 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 man...

Страница 63: ...lex 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 Oper...

Страница 64: ...the card is successfully read Note Be careful to present the Prox Card quickly so that it is read only once 10 Click Save The software alerts you that the user was enrolled 11 Click OK The software d...

Страница 65: ...y 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 t...

Страница 66: ...g the information to the locks For more information refer to M Unit Handheld PDA in Chapter 5 Programming and Auditing Locks Deleting a User Complete the following steps to delete a user 1 From the Ma...

Страница 67: ...ers 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 fun...

Страница 68: ...f 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 In the Ending Card No field type the ending card number...

Страница 69: ...e Manage Users window click Read User Card The software displays the Read Lost Card window 2 Scan the Prox Card using the Prox Reader 3 Click OK The software displays the Card Info Report window If th...

Страница 70: ...eturns to the Manage Users window 7 Click No The software returns to the Manage Users window From this window you can add edit or delete users Managing Doors In the E Plex Advanced ACS software Doors...

Страница 71: ...owing steps to add a door 1 From the Manage Doors window click Add The software displays the Add Door window 2 From the Door Group drop down list select a door group 3 In the Door Name field type a na...

Страница 72: ...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...

Страница 73: ...the unlock time by using the Up and Down arrows 6 From the Buzzer Volume field change the volume level by using the Up and Down arrows 7 From the Tamper Count field change the tamper count value by u...

Страница 74: ...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 d...

Страница 75: ...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 an...

Страница 76: ...his will enable you to set the free passage in one of the following three ways Manual Passage Manual passage at the lock by the Master or the Manager s only at any time during the access schedule peri...

Страница 77: ...ou enabled the Passage Mode from the Manage Access Assignment window select a Passage Mode Type from the following options Manual Passage Only Note The available values for manual passage range betwee...

Страница 78: ...ctions performed click Save The software saves your information and returns to the Manage Access Assignment window 14 From the Manage Access Assignment window click Holidays Vacations The software dis...

Страница 79: ...click an already assigned holiday vacation to select it 18 Click Unassign The software prompts you for confirmation 19 Click Yes to confirm removal or No to cancel removal 20 To cancel any actions per...

Страница 80: ...ess Assignment window click Users The Assign Users to Door for Access window displays 23 Select a user by double clicking anywhere on the user s row To select multiple users hold the Ctrl key and clic...

Страница 81: ...rrow to return the user to the fields on the left 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...

Страница 82: ...Using the E Plex Advanced ACS Software 3 46 PKG 3114 0106 E Plex Advanced ACS User s Guide Manager User Access User...

Страница 83: ...er 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 U...

Страница 84: ...re 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 Pr...

Страница 85: ...to Handheld window select a door group from the Door Groups list by clicking it The software displays the door group with the attached doors in the Available Configuration Files list Note The door gr...

Страница 86: ...PKG 3114 0106 E Plex Advanced ACS User s Guide 3 The software displays the door name in blue indicating that it is available to be programmed 4 Click the green arrow The software displays the door in...

Страница 87: ...onal doors 7 Click Program Doors The software alerts you that the data will be uploaded to the Palm PDA M Unit 8 Click OK The software closes the Data File Generator window 9 HotSync the M Unit to pro...

Страница 88: ...u 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 887...

Страница 89: ...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 Explore...

Страница 90: ...re 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 defin...

Страница 91: ...usly 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 Chapte...

Страница 92: ...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...

Страница 93: ...view audits 1 From the M Unit Downloads window select a file from the list by clicking it 2 Click View Audits The software displays the Audits Report window Note Click Help at any time for online help...

Страница 94: ...ble The software displays the User Table Report window Note Click Help at any time for online help From this window you can display access schedules display holiday vacation settings and print or save...

Страница 95: ...em 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 have been prepared using the E...

Страница 96: ...ete 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 2 Click View Upload The software displays the Door Info Repor...

Страница 97: ...are prompts you for confirmation 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 defin...

Страница 98: ...r information 1 From the Doors Report window select a door by clicking it 2 Click View The software displays the Door Info Report window Note Click Help at any time for online help From this window yo...

Страница 99: ...ated with each door 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...

Страница 100: ...e 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 2 To view the access sch...

Страница 101: ...tivity Log for the E Plex Advanced ACS software 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 d...

Страница 102: ...ays the Print window 2 Click OK The software sends the report to the printer and confirms that the report is complete 3 Click OK again The software displays the Users Report window 4 Click Close The s...

Страница 103: ...4 Operating the E Plex Lock at its Keypad This section describes how to operate the E Plex 5200 and the E Plex 5700 locks at the lock keypad including Overview of the Lock Configuring the Lock Functi...

Страница 104: ...he 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 Programmi...

Страница 105: ...e 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 e...

Страница 106: ...status Disabled Remote unlock Disabled 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 f...

Страница 107: ...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 sa...

Страница 108: ...g 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 Passa...

Страница 109: ...rson to repair or replace the lock Identifying a Lock Model Command 501 Use the Lock Model Identification code to identify if the lock model is E Plex 5200 or E Plex 5700 Required User Level Master Ma...

Страница 110: ...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 Master Manager Communication Startup 900 Communications startup Master Manag...

Страница 111: ...arameters Condition Green LED Red LED Duration Rate Communication in progress ON Alternate ON Alternate 1 10 sec 1 sec Hard Reset sequence in progress ON Alternate ON Alternate 1 2 sec Continuously Ha...

Страница 112: ...Operating the E Plex Lock at its Keypad 4 10 PKG 3114 0106 E Plex Advanced ACS User s Guide...

Страница 113: ...nit M Unit Palm PDA is used to 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 M Unit...

Страница 114: ...p Transfer HotSync Lock Configuration Files from PC to M Unit Program the locks using the M Unit From the Audit icon select the number of records to audit 500 is the default and 30 000 all audits is t...

Страница 115: ...a 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...

Страница 116: ...IN 900 Manager PIN 900 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...

Страница 117: ...9 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 windo...

Страница 118: ...M Unit and lock are communicating the M Unit displays the Data Management screen with available door groups 11 Select the door group for the door you are programming The Data Management screen displa...

Страница 119: ...d ACS User s Guide PKG 3114 0106 5 7 13 The M Unit prompts you that the file is ready to upload 14 Tap Upload The transfer of data from the M Unit to the door lock begins 15 After the transfer is comp...

Страница 120: ...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...

Страница 121: ...s the E Plex ACS main screen 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 c...

Страница 122: ...osition 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 Sele...

Страница 123: ...106 5 11 10 After the transfer is complete the M Unit displays the following prompt 11 Tap OK The download is successful The M Unit returns to the E Plex ACS main screen 12 Tap Disconnect to disconnec...

Страница 124: ...rom the menu options to display the list of installed conduits and their actions If EPlexACS is not found in the list go to the Windows Start menu on the PC and access Start Programs E Plex Advanced A...

Страница 125: ...ions code 2 From the E Plex ACS main menu select Diagnostics The M Unit displays the Diagnostics screen 3 Tap Sync Clock if you want to synchronize the lock s clock with the M Unit s 4 When you are fi...

Страница 126: ...data including viewing data and deleting it 1 From the E Plex ACS main menu select Data Mgt 2 The M Unit displays the Data Management screen with available door groups 3 Select the door group for the...

Страница 127: ...Plex Advanced ACS User s Guide PKG 3114 0106 5 15 To View Lock Data 5 Tap Select The M Unit displays the door data To Delete Lock Data 6 Tap Delete The M Unit prompts you for confirmation 7 Click OK...

Страница 128: ...Programming and Auditing Locks 5 16 PKG 3114 0106 E Plex Advanced ACS User s Guide...

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