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Transfer Lock Audits from the M-Unit to the PC

Note1: This procedure is the same for both E-Plex 5000 and E-Plex 3000 lock Series.

Note 2: The procedure described below is when using a Palm OS based PDA as an M-Unit where you

perform a “HotSync” operation to transfer the data between the M-Unit and the PC. The procedure is
the same when using a Windows Mobile OS based PDA (Pocket PC) where you will perform an
“ActiveSync” operation to transfer the data.

How do I transfer files from the M-Unit to the PC?

1. After downloading the lock audit to the M-Unit PDA, return to your PC.

2. Connect the M-Unit to the PC.

3. Go to the main screen of the M-Unit and tap the HotSync icon.

4. Tap the HotSync icon again when the following screen appears, ensuring that Cradle/Cable or just Cable

(depending on what type of PDA you have) is selected.

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Содержание E-PLEX STANDARD Series

Страница 1: ...E PLEX STANDARD SOFTWARE USER GUIDE VERSION 3...

Страница 2: ...his to install the free Adobe Acrobat reader if you do not already have it installed on your system You need it to view the manual 4 Install Internet Explorer 5 0 Select this item to install Internet...

Страница 3: ...he editing of your Lock Configuration Files Hence the Excel macros should be enabled on your PC when running the E Plex software PDA M UNIT Handheld for Programming Auditing Locks For Palm OS based 1...

Страница 4: ...e Doors 26 Maintenance Unit 28 M Unit User 29 Programming Auditing locks and Downloading Lock Profiles 29 Transfer Files PC to Maintenance Unit 29 Transfer Files from the Maintenance Unit to the Locks...

Страница 5: ...of the factory with a capacity of 100 users and 3 000 audits However when you program these locks with the E Plex Standard optional software via the M Unit PDA the lock gets upgraded automatically to...

Страница 6: ...proved Palm PDA handhelds at www e plex com Microsoft TM Excel 2000 or higher Kaba s E Plex Standard program CD What is the recommended sequence of operations 1 Install your Palm OS 4 0 or higher vers...

Страница 7: ...w the procedure below IMPORTANT YOU MUST BE A LEVEL 1 OPERATOR TO BE ABLE TO EDIT OR CREATE OTHER LEVEL 2 OPERATORS YOU CAN ONLY HAVE ONE LEVEL 1 OPERATOR AND TWO LEVEL 2 OPERATORS IN THE SYSTEM If yo...

Страница 8: ...d the Password field is editable 4 You cannot change the Operator level only one Level 1 Operator permitted but you can change the passwords of Level 2 Operators 5 Select a Level 2 Operator and enter...

Страница 9: ...re you cannot add only edit or delete after selecting a user login name Getting Started Create Main Folder How do I create the main folder 1 Click on the E Plex Standard icon that appears on your PC d...

Страница 10: ...ase you forget your original password 5 For example if you have a cat select the first question What is your pet s name and then type in the answer in the field called Your Answer Let s say your cat s...

Страница 11: ...ired data click on OK and the following login screen appears again 7 Enter your Username and password and click on Log in 8 The following screen appears Now you can start using the E Plex Standard sof...

Страница 12: ...lock can be defined to work in one of the following four BHMA Builders Hardware Manufacturers Association defined lock functions as shown below Important The lock will need to be setup at the keypad a...

Страница 13: ...late if you want to enable macros and you must select Yes OR Low in which case it immediately opens the templates without question You can configure the appropriate setting by opening Excel selecting...

Страница 14: ...ill not be able to enter any data To ensure that you have the correct setting for the cell formats do the following 1 Go to the Tools menu in Excel 2 Select Options 3 In the Options dialog box select...

Страница 15: ...tem Setup item on the main menu and select Systems Setup and then Password Change as shown below The following screen appears 2 Enter your old password The following screen appears 3 Enter all the req...

Страница 16: ...the main window appears as shown below 2 The Door icon is grayed out because you have not created any Sites or doors yet 3 Click on the Sites icon or select New on the Sites menu The following screen...

Страница 17: ...be deleted until all sub directors and files in the Site are deleted You should delete all lock configuration and lock audit files in this site first and then follow this procedure to delete the Site...

Страница 18: ...ing screen appears 6 Enter your password and click OK 7 If the site is not empty you will get a message The following screen appears 8 Click Yes or delete any Lock Configuration or Audit Files remaini...

Страница 19: ...ion before creating doors There may be settings in your Excel applications that you need to change one to enable macros and one to ensure that Fixed Decimals are not selected as a cell format How do I...

Страница 20: ...and a slightly different form for the Residence and Privacy locks each time you create one of these four types of new doors For detailed explanations of how these work and how much they can do see Loc...

Страница 21: ...s with individual unique access codes access types and names If you want to delete a user s record i e the code name and access type simply select and highlight these three cells for this user and pre...

Страница 22: ...ing the Excel form for each door s properties and users and saving it You will see some sample Templates shown in the Appendix section Copy Doors The Lock Configuration Template is provided for you to...

Страница 23: ...I copy doors 1 Select the door name by highlighting it 2 Select Copy from the door menu 3 The following screen appears 4 Select Site to paste this door in Plant 1 Site in the example at the top of the...

Страница 24: ...23 5 Click Paste on the Door menu 6 The following appears 7 Enter the new name for the copied door Employee Entrance for example...

Страница 25: ...el file opens 10 Important You must change the Lock ID from default 0000 to some other number 5010 in the example above 11 Now you have a new door Employee Entrance in a new Site Plant 1 that has all...

Страница 26: ...ned to a different Lock function from the original door Just like Copy door procedure as described above you will need to re name the lock name and lock ID after cloning the lock The following is a sc...

Страница 27: ...ve a long list of doors you can save time by clicking in the Apply to all checkbox Then click on Yes and all doors will be deleted or No and all doors will remain on the list 6 Each time you select Ye...

Страница 28: ...Standard at the top left of the PDA screen select the number of records to audit 500 is default 50 is minimum and 9 000 is maximum Audit the locks using the Maintenance Unit Transfer HotSync or Active...

Страница 29: ...mand is 403 which replaces the 303 in the above example An example of the M Unit User Code usage at the lock is as follows 7777 Note there is an extra at the beginning of the code The lock will enter...

Страница 30: ...hem all at once 5 If you make a mistake and move a file unintentionally highlight this file and then click on the red left pointing arrow to move the file back Note If you have mistakenly given two do...

Страница 31: ...s the same when using a Windows Mobile OS based PDA Pocket PC where you will perform an ActiveSync operation to transfer the data How do I transfer files from the M Unit to the locks 1 Go to the main...

Страница 32: ...M Unit from PC after you have performed Transfer File from PC to Maintenance Unit 6 Go to the first door you wish to program 7 Tap on the E Plex 5000 icon on the M Unit screen 8 This brings you to th...

Страница 33: ...the M Unit PDA It is always a good idea to check this box the very first time when you program any lock via the M Unit After the first time you do not have to check this box since the M Unit will auto...

Страница 34: ...ll receive a message that the programming has been successful 18 Continue to the next door on your list and repeat the procedure Steps 10 to 17 until all the doors have been programmed 19 Each time yo...

Страница 35: ...ing Steps 6 to 8 in Transfer Files from the Maintenance Unit to the Locks on pages 31 32 but select Audit Door this time 2 Tap on the get Audit box A message appears telling you to press OK when the C...

Страница 36: ...oor on your list and repeat the procedure Steps 2 to 8 until all the doors have been audited If you receive a message that the Communication has failed repeat the procedure ensuring that you are holdi...

Страница 37: ...rocedure is the same when using a Windows Mobile OS based PDA Pocket PC where you will perform an ActiveSync operation to transfer the data How do I transfer files from the M Unit to the PC 1 After do...

Страница 38: ...bar or Audit followed by Receive Audit from Lock on the tab menu and click This will display a dialog screen with two boxes the first one being Read Lock Audits and the other one being Read Downloade...

Страница 39: ...tomatically sent to the folder called Unknown Lock Audit where you can view it and decide where to put it Lock Audit Example Each E Plex 5000 and E Plex 3000 lock is designed to store up to 9 000 audi...

Страница 40: ...udit filters in the software By default all audit filters are enabled To disable an audit filter go to the lock configuration file for the respective lock in the E Plex Standard software and change th...

Страница 41: ...N A Lock Shutdown at low voltage N A Battery connected N A Low battery warning started N A Deadbolt engaged N A Deadbolt retracted N A Remote Unlock Open N A Master and M Unit PIN codes are not shown...

Страница 42: ...a lock configuration data profile and then transferring this info back to the PC is used for the following reason After programming a lock from the software via the M Unit PDA if the Master or a Manag...

Страница 43: ...n OK As described above if there is a matching lock ID in an existing Site Lock Configuration folder this downloaded file will be automatically synchronized with its corresponding template on the PC i...

Страница 44: ...43 Lock Configuration Form Example of an E Plex 5000 Entry Lock Appendix continued...

Страница 45: ...44 Lock Configuration Form Example of an E Plex 5000 Privacy Lock Appendix continued...

Страница 46: ...45 Lock Configuration Form Example of an E Plex 3000 Latch Holdback Lock Lock Configuration Form Example of an E Plex 3000 Swingbolt Lock...

Страница 47: ...dd access code Enable access code Disable access code Delete access code E Plex Standard Tree Structure The Data tree structure in E Plex Standard opens one level each time you click on the sign besid...

Страница 48: ...el down in the hierarchy The four different Sites Admin Bldg Plant 1 R D Building and Plant 3 appear under Sites but not on the right 2 Click on one of the sites Admin Bldg for example The two types o...

Страница 49: ...ion Files appear on the right or you could choose Lock Audit to view the Audit Files 4 Finally if you click on a specific Lock File Main Entrance xls for example the File opens automatically in Micros...

Страница 50: ...contain exactly the same user PINs Disable To de activate a user or function Enable To activate a user or function Excel Macro Levels Microsoft Excel TM gives Users the option of setting their softwar...

Страница 51: ...except a few which are outlined in the E Plex 5000 3000 Operations manual Every lock can be programmed to have from 1 to 299 unique Manger user codes Passage Mode The lock is in an open or unlocked po...

Страница 52: ...rivacy with their PIN which will disengage the privacy Swingbolt Mode E Plex 3000 only In this mode when the physical swingbolt is projected any valid user PIN can retract and disengage the swingbolt...

Страница 53: ...Kaba Access Control 2941 Indiana Avenue Winston Salem NC 27105 USA Tel 800 849 8324 336 725 1331 Fax 800 346 9640 336 725 3269 www kabaaccess com www e plexlock com PKG3019 0907...

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