Kaba E-PLEX STANDARD Series User Manual
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Kaba E-PLEX STANDARD Series User Manual

Door lock kaba e-plex standard series
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E-PLEX
®
STANDARD
SOFTWARE USER GUIDE VERSION 3
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Summary of Contents for Kaba E-PLEX STANDARD Series

  • Page 1 E-PLEX ® STANDARD SOFTWARE USER GUIDE VERSION 3...
  • Page 2 Before you start installation Internet Explorer 5.0 or higher must be installed on your computer. All Windows 2000, XP Home or Pro (SP2) machines have newer versions of Internet Explorer. • The Palm Desktop software OS version 4.0 or higher or the Windows Mobile 2000 OS Version 5.0 or higher must be installed on your computer.
  • Page 3 Software Installation – Compatibility Issues Graphic Resolution A minimum of 800 x 600 screen resolution is needed; higher the resolution, the better. If your system is running on only 16-bit color resolution, some graphics may not be correctly displayed; change it to a higher resolution. E-Plex Standard–...

  • Page 4: Table Of Contents

    Table of Contents E-Plex Standard Features ..............................5 Overview ..................................5 Automatic Upgrade of User/Audit Capacity in E-Plex 5000 ..................5 Operators ....................................7 Getting Started ..................................9 Create Main Folder ................................9 Select Password and Log in ..............................10 Lock Configuration Templates ............................12 Lock Functions..................................12 Passwords ....................................15 Sites ......................................16 Create Sites ..................................16 Doors .......................................19...

  • Page 5: E-Plex Tm Standard Features

    The E-Plex Standard software enables you to program and audit Kaba’s E-Plex 5000 and 3000 battery operated electronic pushbutton locks. Simply by using this software, the user of the E-Plex 5000 and 3000 can conveniently control door access for thousands of users.
  • Page 6 • Windows Mobile OS based PDA with their desktop software. Note: Some PDA models may not be compatible with the E-Plex Standard. Please view Kaba’s E-Plex product website for a complete list of “approved” Palm PDA handhelds at www.e-plex.com. Microsoft Excel 2000 or higher.

  • Page 7: Operators

    Operators After you provide your login and password, following the procedures in Log In and Select Password, you automatically become a Level 1 Operator in the E-Plex Standard system and are authorized to do everything with the system software. If you want to add another Operator or change a password, follow the procedure below. IMPORTANT: YOU MUST BE A LEVEL 1 OPERATOR TO BE ABLE TO EDIT OR CREATE OTHER LEVEL 2 OPERATORS.
  • Page 8 To add an operator, click on “Add” and the following appears: To select an existing Level 2 operator that you want to modify, select the operator from the login pull down. Now the Edit button is illuminated and the Password field- is editable. You cannot change the Operator level (only one Level 1 Operator permitted) but you can change the passwords of Level 2 Operators.

  • Page 9: Getting Started

    Enter a login name and password for the new Level 2 Operator and save. If you try to add another Level 2 Operator, you will see the following screen where 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?

  • Page 10: Select Password And Log In

    WARNING: IF YOU FORGET BOTH YOUR PASSWORD AND THE ANSWER TO THE QUESTION, YOU WILL BE UNABLE TO USE E-Plex STANDARD SOFTWARE. CONTACT KABA ACCESS CONTROL TECHNICAL SUPPORT.
  • Page 11 After you have entered all the required data, click on OK and the following login screen appears again. Enter your Username and password and click on Log in. The following screen appears. Now you can start using the E-Plex Standard software to add sites, doors, user codes, etc.

  • Page 12: Lock Configuration Templates

    E-Plex 3000: An E-Plex 3000 lock can be defined to work in one of the following three Kaba defined lock functions as shown below. Latch Holdback (with Passage option).
  • Page 13 Enable Macros: Before opening templates, please note: The E-Plex Standard application uses macros to open its templates in the Excel application. In order for the templates to open, your Excel must have its security setting set not to “Very High” or “High”...
  • Page 14 Please note that if you have selected the “Fixed Decimal” format for the cells in your Excel Application, you will not be able to enter any data. To ensure that you have the correct setting for the cell formats, do the following: Go to the Tools menu in Excel.

  • Page 15: Passwords

    Passwords How do I change a password? Go to the System Setup item on the main menu and select Systems Setup and then Password Change, as shown below. The following screen appears: Enter your old password. The following screen appears: Enter all the required data and click on OK.

  • Page 16: Sites

    Sites Create Sites How do I create Sites? Log in to E-Plex Standard and the main window appears as shown below: The Door icon is grayed out because you have not created any Sites or doors yet. Click on the Sites icon or select New on the Sites menu. The following screen appears: Enter a Site name –...
  • Page 17 The Site name now appears in the main Tree of sites and doors. Each Generated Site, by default will include Kaba pre-defined Lock Configuration and Lock Audit File Excel templates. The Door icon is now illuminated too. Now that you have a site, you can continue to Create Doors.
  • Page 18 The following screen appears: Click Yes. When you click yes, the following screen appears: Enter your password and click OK. If the site is not empty, you will get a message. The following screen appears. Click Yes or delete any Lock Configuration or Audit Files remaining at the site and then try again. Observe that the Site has been deleted.

  • Page 19: Doors

    Doors Create Doors Note: The procedure for creating a door is the same for both E-Plex 5000 and E-Plex 3000 series locks. All the examples shown in this section are for E-Plex 5000 Series locks. Please see examples of Lock Configuration Excel Templates on pages shown in the appendix section before creating doors.
  • Page 20 Microsoft Excel opens with a Kaba pre-defined Lock Configuration Form (the two templates in the application are Lock Configuration and Audit). You will see the same form for the Entry and the Storeroom locks and a slightly different form for the Residence and Privacy locks, each time you create one of these four types of new doors.
  • Page 21 Change any or all of the shown default settings to make the file parameters describe your own door. You can also select enabled/disabled of the audit filter info by using the pull down menu for the Value column of the table. That is, if you do not want to see or track any or all of the Manager(s) specific events, as an example, you can select “DISABLED”...

  • Page 22: Copy Doors

    Example: “Privacy” Lock 10. When you have made all the desired changes, so that the template is now a description of your door, including all its users, save it. 11. Close the Excel file. 12. When you return to the E-Plex Standard application, the file is listed under your Lock Configuration Files for the Site name Admin.
  • Page 23 How do I copy doors? Select the door name by highlighting it. Select Copy from the door menu. The following screen appears: Select Site to paste this door in – Plant 1 Site in the example at the top of the next page:...
  • Page 24 Click Paste on the Door menu. The following appears: Enter the new name for the copied door, Employee-Entrance, for example.
  • Page 25 The new copied door now appears on your Lock Configuration Files list as Employee-Entrance.xls. Select and double-click on this door name. The Excel file opens. 10. Important: You must change the Lock ID from default 0000 to some other number, 5010 in the example above. 11.

  • Page 26: Delete Doors

    Clone Doors Cloning a door from an existing door is almost the same as the “Copy door” procedure above except for one thing. When you clone a door, you will also have the option to change the Lock function of the new door to be cloned to a different Lock function from the original door.
  • Page 27 The prompt will appear for each door you selected, asking if you’re sure you want to delete it. You have to click Yes or No each time. If you have 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.

  • Page 28: Maintenance Unit

    The Maintenance Unit (M-Unit) is Kaba’s term for a handheld Personal Digital Assistant (PDA) that communicates with the locks via infrared signal. The M-Unit must be either a Kaba recommended Palm OS based PDA or a Windows Mobile OS based (PocketPC) PDA which connects to your PC to receive data you download from the PC (Lock Configuration Files, for example), and to upload/program the locks.

  • Page 29: Programming, Auditing Locks, And Downloading Lock Profiles

    The E-Plex 5000 and the E-Plex 3000 locks use a special 4-digit only Maintenance Code called the M-Unit User Code. This code is used only to program and/or audit the lock using the M-Unit PDA as a maintenance function only –...
  • Page 30 Select each Lock Configuration File, and then click on the green right-pointing arrow button to move it to the “Doors to program” column. The file moves to the right-hand panel. Using the Shift key, you can select several files and move them all at once. 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.

  • Page 31: Transfer Files From The Maintenance Unit To The Locks

    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”...
  • Page 32 You will receive a message that the HotSync was successful. Disconnect M-Unit from PC after you have performed Transfer File from PC to Maintenance Unit. Go to the first door you wish to program. Tap on the E-Plex 5000 icon on the M-Unit screen. This brings you to the main screen where you can select Program Door, Audit Door or Download Door.
  • Page 33 Tap on Program Door. Config List appears with all the lock IDs that need to be programmed. 10. Select desired lock ID from Door Config List. 11. There is a check box which if checked by you, will overwrite the previous lock ID already in the lock (e.g., factory lock ID = 0000) by the new lock ID from the M-Unit PDA.

  • Page 34: Audit Locks

    13. Enter one of the following sequences on the lock pushbuttons as applicable: # Master code # 900# # Manager code # 900# ## M-Unit code 14. The lock now enters the Communication Mode, ready to receive or send data from/to the M-Unit, indicated by alternate green and red LEDs flashing every second for up to 30 seconds.
  • Page 35 Before you audit the locks, you must have already selected the number of records you want to see each time you do an audit. The default is 500 and the maximum is 9,000. Do this by tapping on E-Plex Standard at the left and selecting Preferences from the dropdown menu. Under Audit Records, select the number –...
  • Page 36 Hold the M-Unit up to the lock at a distance of between 2 inches and 12 inches (5 cm to 20 cm) with the top edge of the M-Unit parallel to the infrared glass window located above lock code buttons 1 and 2, with the screen facing upwards.

  • Page 37: Transfer Lock Audits From The M-Unit To The Pc

    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”...
  • Page 38 You will receive a message that the HotSync was successful. Now on the PC, go to the Audit button on the icon 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 Downloaded Doors”;...

  • Page 39: Lock Audits - Examples

    If no new audits have been performed on the M-Unit PDA, you get a message to that effect: OR, you receive a message telling you that a new audit has been downloaded since you last used the E-Plex Standard. Click on the Site of the lock(s) where you performed the audit. Click on the Lock Audit folder for that site.
  • Page 40 Mandatory events are always logged, but “optional” events will be logged only if they are enabled through “audit 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 the setting from “enable” to “disable”. The Lock Audit feature will track the following types of lock transactions:...
  • Page 41 Mandatory Audit Events Events PIN Code Shown Master’s combination modified Modified Master User’s PIN code* Manual Programming Mode PIN code that was used to state the Manual Programming Mode M-Unit Communication started code that used start Communication Mode Lock opened with valid access code PIN code that was used to open the door Manual Programming Mode ended Audit report retrieved...

  • Page 42: Download Lock Profiles

    Access Manager Service All Users M-Unit Users Passage & Lockout Add Access User Enable Access User Disable Access User Delete Access User Add Manager User Enable Manager User Disable Manager User Delete Manager User Add Service User Enable Service User Disable Service User Delete Service User Expired / Deleted...

  • Page 43: Downloaded Lock Profiles - Examples

    Follow the same procedure as before for transferring downloaded lock audits from the M-Unit to the PC as described on page 37-39. This time ensure that the Read Download Doors box is checked and then click on 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 if you click on the election to overwrite it.

  • Page 44: Appendix

    Lock Configuration Form: Example of an E-Plex 5000 “Entry” Lock Appendix (continued)
  • Page 45 Lock Configuration Form: Example of an E-Plex 5000 “Privacy” Lock Appendix (continued)
  • Page 46 Lock Configuration Form: Example of an E-Plex 3000 Latch “Holdback” Lock Lock Configuration Form: Example of an E-Plex 3000 “Swingbolt” Lock...

  • Page 47: Audit Filter Information

    Audit Filter Information Categories – Access, Manager, Service etc. ENABLED means that any activity related to these categories will be logged in the Audit, without your having to select each sub-category individually. For example, for Access, the following will be logged if you select ENABLED. Add access code •...
  • Page 48 The two folders contained in E-Plex Standard appear both below and at the right: Click on the plus sign to enlarge the tree to show the next level 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. Click on one of the sites, Admin.
  • Page 49 The Lock Configuration Files appear on the right (or you could choose Lock Audit to view the Audit Files). Finally, if you click on a specific Lock File, Main-Entrance.xls., for example, the File opens automatically in Microsoft Excel Glossary...

  • Page 50: Glossary

    Audit An audit retrieves data recorded in the lock memory regarding activities that have taken place at the lock using the M- Unit PDA. The lock records the last 9,000 events. Audit Filter The audit memory records basically every activity at the lock. The audit of some lock functions can be filtered out of your audit report if desired by disabling that function in the lock software configuration Excel template on the PC.
  • Page 51 Lockout Access is only granted to the Master user. All other users with valid access cods are locked out when the lock is put in the lockout mode. M-Unit (Maintenance Unit) An M-Unit is a handheld PDA (Personal Digital Assistant). It can be either a Palm OS based or Windows Mobile OS based handheld unit).
  • Page 52 However, when the swingbolt retracts, it stays fully retracted and the lock behaves as though it is in a “Latch Holdback” mode with free passage. Kaba Access Control Tech Support Phone: 1-800-849-8324 x400 (Monday through Friday, 8 AM to 5 PM, EST)
  • Page 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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