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DigiGate-700
User Manual
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DigiTech DigiGate-700 User Manual

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Page 1
World Class Security Solutions
DigiGate
™
User’s Guide
Page 2
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User’s Guide
• • • • • • • • •
Page 4
Copyright, Trademarks, and Acknowledgments
DigiGate-700
for Windows
™ ®
Document No. 1200-170 Rev. 3.2 05/01/2004
Printed in the United States of America
COPYRIGHT
Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those agreements. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording, for any purpose other than the purchaser’s personal use, without the written permission of Digitech International, Inc.
PUBLISHED BY
Digitech International, Inc.
Copyright © 1998-2003
All Rights Reserved.
TRADEMARKS
Digitech, DigiGate, DigiGraphics, DigiGate-700, and DigiGate-700 for Windows are trademarks of Digitech Interna­tional, Inc. Microsoft, MS-DOS, and Windows are registered trademarks of Microsoft Corporation. Other brands and their products are trademarks or registered trademarks of their respective holders and should be noted as such.
“Acrobat® Reader Copyright© 1987-2003 Adobe Systems Incorporated. All rights reserved. Adobe, the Adobe logo, Acrobat, and the Acrobat logo are trademarks of Adobe Systems Incorporated.”
ACKNOWLEDGEMENTS
Document design concept by Steve Cooper
Document layout and design by Jim Barnette
Document authored by Jim Barnette
ELECTRONIC USER’S GUIDE AND ACROBAT® READER
We have included an electronic version of the DigiGate-700™ for Windows® User’s Guide on your Installation CD. This manual is viewable with the Adobe® Acrobat® Reader v3.x - 5.0. For those that do not have the Acrobat® Reader installed, or would like to upgrade your version to 5.0, an installation program has been provided on your Installation CD. An Icon will be installed on your desktop to invoke the electronic User’s Guide.
See Appendix J - “Electronic User’s Guide and the Acrobat® Reader” for complete instructions.
Page 5
iDigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Table of Contents ......................................................................................................................................... i
System Hardware Repair Policy ................................................................................................................. x
In Warranty Repairs ............................................................................................................................ x
Non-Warranty Repairs ........................................................................................................................ x
Repair Costs ....................................................................................................................................... x
Bench Repair Charges: ............................................................................................................... x
Replacement Parts & Sub-Assemblies: ...................................................................................... x
Terms .................................................................................................................................................. x
Chapter 1 Introduction ................................................................................................................................... 1-1
How to Reach Digitech International, Inc. .............................................................................................. 1-1
What Is Needed to Run DigiGate-700™ for Windows ...........................................................................1-2
DigiTech™ Customer Support ................................................................................................................ 1-2
Contacting The Service Department........................................................................................................ 1-2
What You Need When You Call the Service Department ....................................................................... 1-3
Conventions used in this Guide ............................................................................................................... 1-4
The Windows 95 Interface....................................................................................................................... 1-5
Terms Used ...................................................................................................................................... 1-5
Windows 95 Screen Objects............................................................................................................ 1-6
Windows 95 Controls ...................................................................................................................... 1-7
Installing the DigiGate-700 for Windows Software ................................................................................ 1-8
SiteEdit Information and Installation .................................................................................................... 1-14
Installing SiteEdit .......................................................................................................................... 1-14
Minimum System Requirements ................................................................................................... 1-14
Chapter 2 Setting Up a New Site.................................................................................................................... 2-1
Introduction ............................................................................................................................................. 2-2
Starting the DigiGate-700 for Windows Program ................................................................................... 2-2
To Start the Program ........................................................................................................................2-2
System Setup ........................................................................................................................................... 2-5
Security Levels ................................................................................................................................2-5
User IDs ........................................................................................................................................... 2-8
Required Fields .............................................................................................................................. 2-11
System Configuration .................................................................................................................... 2-12
Default Field Values .............................................................................................................. 2-12
Remote Software - Site Definitions .............................................................................................. 2-15
Miscellaneous Setup .............................................................................................................................. 2-17
Tenant Profile Codes ..................................................................................................................... 2-17
Marketing Codes ........................................................................................................................... 2-19
Insurance Codes ............................................................................................................................ 2-21
Credit Card Codes ......................................................................................................................... 2-23
System Controller Setup ........................................................................................................................ 2-25
Time Zones .................................................................................................................................... 2-25
Door Alarms .................................................................................................................................. 2-27
Defining Holidays ......................................................................................................................... 2-28
Serial Port ...................................................................................................................................... 2-29
Table of Contents
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ii Table of Contents
DigiGate-700
for Windows
™ ®
Unit Setup .............................................................................................................................................. 2-30
Unit Types ...................................................................................................................................... 2-30
Unit Features ................................................................................................................................. 2-32
Door Types .................................................................................................................................... 2-33
Floor Types ....................................................................................................................................2-35
Unit Sizes ...................................................................................................................................... 2-37
Adding Units ......................................................................................................................................... 2-39
Unit Numbers ................................................................................................................................ 2-39
Unit Size Information .................................................................................................................... 2-40
Misc Unit Information ................................................................................................................... 2-40
Unit Features ................................................................................................................................. 2-41
Door Alarm Options ...................................................................................................................... 2-41
Deleting Units ........................................................................................................................................2-42
Modifying Units .................................................................................................................................... 2-43
Finding a Unit ................................................................................................................................2-43
Size ................................................................................................................................................ 2-44
Misc ............................................................................................................................................... 2-44
Features.......................................................................................................................................... 2-45
Door Alarms .................................................................................................................................. 2-45
Unit Status ..................................................................................................................................... 2-46
Options Setup ........................................................................................................................................ 2-47
LCD Keypad Option ......................................................................................................................2-47
Editing Custom Messages ..................................................................................................... 2-47
Adding Custom Messages ..................................................................................................... 2-50
Deleting Custom Messages ................................................................................................... 2-52
Default Preset Messages ........................................................................................................2-52
Default Custom Messages ..................................................................................................... 2-52
Chapter 3 Operating Instructions ................................................................................................................... 3-1
Introduction ............................................................................................................................................. 3-2
Move In (Renting a Unit) ........................................................................................................................ 3-2
Selecting a Unit ............................................................................................................................... 3-2
Tenant Information .......................................................................................................................... 3-4
Misc Information ............................................................................................................................. 3-4
Access Information ..........................................................................................................................3-5
Unit Information .............................................................................................................................. 3-5
Authorized Information ................................................................................................................... 3-6
Notes ................................................................................................................................................ 3-6
Linking Units ................................................................................................................................... 3-7
Move Out (Vacating a Unit) .................................................................................................................... 3-8
Delinquent (Making a Tenant Delinquent or Paid Up) ......................................................................... 3-11
Selecting a Unit or Tenant ............................................................................................................. 3-11
Making Tenants Delinquent .......................................................................................................... 3-12
Making Tenants Paid Up ............................................................................................................... 3-13
Transfer (Move/Copy Tenant Record to Another Unit) ........................................................................ 3-14
Find (Finding/Editing Unit or Tenant Information) .............................................................................. 3-18
Gate (Operate the Gate) ......................................................................................................................... 3-24
Reports ...................................................................................................................................................3-26
Viewing Reports ............................................................................................................................3-26
Printing Reports .............................................................................................................................3-27
Saving and Opening Saved Reports .............................................................................................. 3-28
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iiiDigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Common Elements of Reports ....................................................................................................... 3-29
Unit Reports .................................................................................................................................. 3-30
Delinquent Units.................................................................................................................... 3-30
All Units ................................................................................................................................ 3-31
Rented Units .......................................................................................................................... 3-32
Vacant Units .......................................................................................................................... 3-33
Linked Units .......................................................................................................................... 3-34
Damaged Units ...................................................................................................................... 3-35
Marketing .............................................................................................................................. 3-36
Authorized ............................................................................................................................. 3-37
Never Locked ........................................................................................................................ 3-38
Custom Report ....................................................................................................................... 3-39
Days Vacant ........................................................................................................................... 3-41
Mailing Labels .......................................................................................................................3-42
Misc Reports ..................................................................................................................................3-44
Mux/Slot ................................................................................................................................3-44
Setup Info .............................................................................................................................. 3-45
Activity Reports .............................................................................................................................3-46
Onsite .....................................................................................................................................3-46
Activity Log ........................................................................................................................... 3-47
Transactions ........................................................................................................................... 3-49
Utility ..................................................................................................................................................... 3-51
System Controller Utilities ............................................................................................................ 3-51
Clear SysCon ......................................................................................................................... 3-51
Set Controller ........................................................................................................................ 3-52
Download All .........................................................................................................................3-53
Clear Areas ............................................................................................................................ 3-54
Version ...................................................................................................................................3-55
Date/Time .............................................................................................................................. 3-56
Activity Log ........................................................................................................................... 3-57
Clear Graphics ....................................................................................................................... 3-58
Access Code .......................................................................................................................... 3-58
Backup ...................................................................................................................................3-60
Data Utilities .................................................................................................................................. 3-60
Restore ...................................................................................................................................3-61
Remove ..................................................................................................................................3-62
Word Processing - Editor ...................................................................................................................... 3-64
DigiEdit ......................................................................................................................................... 3-64
Screen Layout ........................................................................................................................ 3-64
Status Bar............................................................................................................................... 3-65
File Menu .............................................................................................................................. 3-65
Edit Menu .............................................................................................................................. 3-66
Insert Menu............................................................................................................................ 3-66
Creating Merge Documents ........................................................................................................... 3-67
Merge .............................................................................................................................................3-68
Alarm Zone .................................................................................................................................... 3-72
Arm/Disarm ..........................................................................................................................................3-72
Arm/Disarm Unit ........................................................................................................................... 3-73
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iv Table of Contents
DigiGate-700
for Windows
™ ®
Site ......................................................................................................................................................... 3-74
Select Site ...................................................................................................................................... 3-74
Help ....................................................................................................................................................... 3-77
The Help System Window ............................................................................................................. 3-77
Index ...................................................................................................................................... 3-78
Find ........................................................................................................................................ 3-78
Hypertext Jumps ............................................................................................................................ 3-79
Show Me - Videos ......................................................................................................................... 3-79
Exit (Quitting the Program) ...................................................................................................................3-80
DigiGate on the Taskbar Notification Area ........................................................................................... 3-81
DigiGate System Options ...................................................................................................................... 3-82
LCD Keypad Option ......................................................................................................................3-82
Assigning Messages at Move In ............................................................................................3-82
Assigning Messages in Find/Edit .......................................................................................... 3-82
Picture Option ............................................................................................................................... 3-83
Assigning Pictures at Move In .............................................................................................. 3-83
Assigning Pictures in Find/Edit .............................................................................................3-83
The Assignment Process ........................................................................................................ 3-84
Chapter 4 How Do I ...? ................................................................................................................................. 4-1
Install the DigiGate-700 for Windows program ...................................................................................... 4-2
Start the DigiGate-700 for Windows program ........................................................................................ 4-3
Quit the DigiGate-700 for Windows program ......................................................................................... 4-3
Backup my data .......................................................................................................................................4-3
Add Units ................................................................................................................................................ 4-4
Unit Numbers .................................................................................................................................. 4-4
Unit Size Information ...................................................................................................................... 4-4
Misc Unit Information ..................................................................................................................... 4-4
Unit Features ................................................................................................................................... 4-4
Door Alarm Options ........................................................................................................................ 4-4
Delete Units ............................................................................................................................................. 4-5
Modify Units ........................................................................................................................................... 4-5
Size .................................................................................................................................................. 4-5
Misc ................................................................................................................................................. 4-5
Features............................................................................................................................................ 4-5
Door Alarms .................................................................................................................................... 4-5
Move a Tenant In ..................................................................................................................................... 4-6
Tenant Information .......................................................................................................................... 4-6
Misc Information ............................................................................................................................. 4-6
Access Information ..........................................................................................................................4-6
Authorized Information ................................................................................................................... 4-6
Notes ................................................................................................................................................ 4-6
Linking Units ................................................................................................................................... 4-6
Move a Tenant Out .................................................................................................................................. 4-7
Make a Tenant Delinquent ....................................................................................................................... 4-7
Make a Tenant Paid Up ........................................................................................................................... 4-7
Transfer Tenants ...................................................................................................................................... 4-8
Link Tenant Units .................................................................................................................................... 4-8
Find a Unit/Tenant ................................................................................................................................... 4-9
Change Tenant Information ..................................................................................................................... 4-9
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vDigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Find System Controller Version ............................................................................................................ 4-10
Find Software Version and Serial Number ............................................................................................ 4-10
Open and Close the Gate or Hold it Open .............................................................................................4-10
Set the System Time and Date ............................................................................................................... 4-10
Define Security Levels .......................................................................................................................... 4-11
Define User IDs ..................................................................................................................................... 4-11
Arm/Disarm Unit ................................................................................................................................... 4-12
Acknowledge or Arm/Disarm Selected Alarm Zones ............................................................................ 4-12
Display the Activity Log........................................................................................................................ 4-13
Configure the Activity Log .................................................................................................................... 4-13
Reset the System Controller .................................................................................................................. 4-13
Create a Custom Document ................................................................................................................... 4-14
Print Mail Merge Letters and Notifications .......................................................................................... 4-14
Display Tenants on Site .........................................................................................................................4-15
Print the Gate Activity ........................................................................................................................... 4-15
Display/Print a Mux/Slot Report ........................................................................................................... 4-16
Print the System Setup Information ...................................................................................................... 4-16
Print a Tenant List ................................................................................................................................. 4-16
Chapter 5 Backing Up Your Data ...................................................................................................................5-1
Introduction ............................................................................................................................................. 5-2
Backup Strategies .................................................................................................................................... 5-2
Data Backup ............................................................................................................................................ 5-3
Data Restore ............................................................................................................................................ 5-6
Appendix A Default Settings & Values ......................................................................................................... A-1
Introduction ............................................................................................................................................ A-2
Default Settings ...................................................................................................................................... A-2
Default Values ........................................................................................................................................ A-3
Appendix B Preparation for System Setup .................................................................................................... B-1
Introduction ............................................................................................................................................ B-2
Do I need User ID and Security Levels? ................................................................................................ B-2
What information should I gather about my tenants? ............................................................................ B-2
What information should I gather about my units? ................................................................................ B-4
What other information should I gather about the site? ......................................................................... B-5
Setting up time Zones ..................................................................................................................... B-5
Holiday Information ....................................................................................................................... B-5
Required Fields ............................................................................................................................... B-6
Default Values ................................................................................................................................ B-6
Door Alarm Mux/slot Information ................................................................................................. B-7
Appendix C Preparation for Adding Units .................................................................................................... C-1
Introduction ............................................................................................................................................ C-2
Strategies ................................................................................................................................................ C-2
Appendix D Merge Data Fields & Descriptions ........................................................................................... D-1
Introduction ............................................................................................................................................ D-2
Merge Database Fields and Descriptions ............................................................................................... D-2
Appendix E Upgrading DOS Software to Windows ..................................................................................... E-1
Introduction ............................................................................................................................................ E-2
What’s New in the Windows Version ..................................................................................................... E-2
Security ........................................................................................................................................... E-2
User Operations .............................................................................................................................. E-2
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vi Table of Contents
Access Control................................................................................................................................ E-2
Data Entry ....................................................................................................................................... E-2
Marketing ....................................................................................................................................... E-2
Running DigiConvert ............................................................................................................................. E-3
Starting the program ....................................................................................................................... E-3
What is Converted .......................................................................................................................... E-5
Completing Your Setup .................................................................................................................. E-5
Appendix F Troubleshooting Accounting Link Problems ............................................................................. F-1
Introduction ............................................................................................................................................ F-2
Running LinkView ................................................................................................................................. F-2
Vendor Specific Requirements ............................................................................................................... F-4
MSTC Unit Numbering for Systems with Linking Units .............................................................. F-4
Appendix G Program Error Codes ................................................................................................................ G-1
Introduction ............................................................................................................................................ G-2
Serial Port Error Messages ..................................................................................................................... G-2
Database Error Messages ....................................................................................................................... G-3
Other Error Messages ............................................................................................................................. G-4
Appendix H Activity Log & Transaction Messages ...................................................................................... H-1
Introduction ............................................................................................................................................ H-2
Activity Log Messages ........................................................................................................................... H-2
Access Activities ............................................................................................................................. H-2
Misc. (SysCon) Activities............................................................................................................... H-2
Board Activities .............................................................................................................................. H-2
Time Activities ................................................................................................................................ H-2
Alarm Activities .............................................................................................................................. H-4
Transaction Messages ............................................................................................................................. H-4
Appendix I The DigiGraphics System ............................................................................................................ I-1
Introduction ............................................................................................................................................. I-2
Controlling the Display ........................................................................................................................... I-3
Scanning .......................................................................................................................................... I-3
Zoom ................................................................................................................................................ I-3
Site Status ........................................................................................................................................ I-4
Activity Log ..................................................................................................................................... I-4
Programming the Display ........................................................................................................................ I-5
The Menu ........................................................................................................................................ I-5
Scanning Speeds .............................................................................................................................. I-6
The Flash Setting ............................................................................................................................. I-6
The Delay Setting ............................................................................................................................ I-6
The Status Colors ............................................................................................................................ I-6
Appendix J Electronic User’s Guide and the Acrobat® Reader .................................................................... J-1
The Electronic User’s Guide ................................................................................................................... J-2
Adobe® Acrobat® Reader ...................................................................................................................... J-2
Appendix K Program Registration ................................................................................................................ K-1
Introduction ............................................................................................................................................ K-2
Starting the Program for the First Time.................................................................................................. K-2
The Temporary Registration Period ........................................................................................................ K-3
Program Registration .............................................................................................................................. K-5
DigiGate-700
™ ®
for Windows
Page 11
viiDigiGate-700™ for Windows® - User’s Guide
Appendix L Setting Up the LE Software Version ......................................................................................... L-1
Copying the Desktop Icon ...................................................................................................................... L-2
Renaming the Copy of… Desktop Icon ................................................................................................. L-4
Changing the Properties of the New Desktop Icon ................................................................................ L-5
Changes in the LE Version ..................................................................................................................... L-7
The Main Menu .............................................................................................................................. L-7
The Report Menu ............................................................................................................................ L-7
The Utility Menu ............................................................................................................................ L-8
The Setup Menu ............................................................................................................................. L-8
Index ............................................................................................................................................................... X-1
™ ®
DigiGate-700
for Windows
Page 12
viii
Software License and Warranty
DigiGate-700
for Windows
™ ®
Terms and Conditions of Purchase
PURCHASER understands that unless other­wise specified on a Digitech Sales Order Copy, or other contractual agreement, neither installation nor the warranty thereof, is included in this agreement. The PURCHASER hereby recognizes and agrees that the system is a custom integrated system that may include both hardware and software, designed particularly for the pre­mises, and the PURCHASER recognizes and agrees that it shall have no subjective right to refuse the system. PURCHASER understands that the materials specified on the reverse side of this agreement, on a signed Digitech Sales Order Copy, or in executed contractual agreements, properly installed, are sufficient to complete the installation as required. Should additional materials be necessary, they may be purchased at current catalog prices. Should any part of the system be lost, stolen, damaged or destroyed by fire, water, or extraneous causes, whether or not subject to the PURCHASER’s control; the repair, replacement work, and reinstallation shall be carried out at the expense of the PUR­CHASER. PURCHASER agrees that the SELLER’s obligation hereunder relates solely to the system as provided by the SELLER, and the SELLER shall not be liable for any loss or damage incurred by the PURCHASER caused by PURCHASER’s installation, alteration to, removal of, or tampering with the system. Otherwise, this purchase is subject to the Digitech Written Limited Warranty, the details of which are available on request. PURCHASER agrees to pay the purchase price indicated on the stated terms reflected on a Digitech Sales Order Copy or in contractual agreements. Thereafter, interest shall be charged on any due and unpaid balance at a rate equal to one and one-half percent (1 1/2%) per month from the due date until paid in full.
In no event shall the interest be greater than the maximum permitted by applicable law. If the SELLER deems it necessary to employ an attorney or collection agency to collect this account, or any part thereof, the PURCHASER agrees to pay actual, reasonable attorney fees or collection costs. By installing or using Software provided with this purchase, PURCHASER indicates accep­tance that the software is part of a system consisting of the software and the hardware it controls, that the software is meant to be installed on only one computer (including Network Terminals, if so noted), and that software may be supplied to PURCHASER with a temporary activation code. Once all purchase terms have been complied with, including all payments as agreed, a Software Registration will be issued with a permanent activation code. This agreement shall be interpreted and governed by the laws of the State of North Carolina. The PURCHASER represents that this Agree­ment constitutes the entire agreement between PURCHASER and SELLER and that no other agreements, promises, representation, under­takings, warranties, express or implied, except those expressly set forth herein have been relied upon by PURCHASER, or have been made to PURCHASER by SELLER, its agents, or employees, and that no modification of this AGREEMENT shall be claimed by PUR­CHASER subsequent to the execution hereof unless first reduced to writing and executed by the parties hereto. Further, the PURCHASER acknowledges and agrees that the SELLER has not made, and the PURCHASER is not relying upon any repre­sentation or warranties, express or implied, except as contained herein, and any and all implied warranties are hereby expressly waived by PURCHASER.
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ixDigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Written Limited Warranty
Effective with products delivered on or after July 1, 2003: Digitech International, Inc. (Seller) warrants to you, the original purchaser, that for the stated warranty term, Digitech will, at no extra charge, repair or replace with new or recondi­tioned parts, any of its manufactured compo­nents, which is defective in material or work­manship, provided the original part has been installed and maintained properly and is returned for inspection and verification of warranty coverage. The decision to repair or replace will be at the discretion of the manu­facturer. The warranty period shall be two years on all Digitech manufactured equipment, with the exception of camera equipment and vertical gate operators, which carry a one-year warranty and the DigiView Digital Recorder, which carries a three year warranty. Original equipment manufacturer’s warranties will apply to all other equipment supplied by Digitech, acting as a value-added reseller. All returned parts and products become the property of Digitech International, Inc. Labor and incidental costs to uninstall original parts and re-install replacement parts provided under this Limited Warranty shall be the responsibil­ity of the PURCHASER. This Limited War­ranty does not include service, replacement, or repair of damage to the product resulting from accident, disaster, misuse, or abuse; extraneous causes including lightning and transient currents; or modifications of the product not specifically approved by Digitech.
Limited Warranty service may be obtained by pre-paid delivery of the product to the warranty service location during the warranty period, providing a Return of Materials Authorization Number (RMA) has been issued. Claimant agrees to insure the product or assume the risk of loss or damage in transit, to prepay shipping charges, and to use the original shipping container or equivalent. If a product is defective as described above, PURCHASER’S sole remedy shall be repair or replacement as provided herein. In no event shall SELLER be liable for any damages, including any lost profits, lost savings, or other incidental or consequential damages arising out of the use of, or inability to use such product, or for any claim by any other party, even if SELLER has been advised of the possibility of such damages. PURCHASER acknowledges and it is agreed between the parties hereto that the SELLER is not an insurer and that the SELLER’s exclusive liability is contained in this statement. To the maximum extent permitted by appli­cable law, SELLER and its suppliers disclaim all other warranties, either express or implied, including but not limited to implied warranties of merchantability and fitness for a particular purpose, with regard to the software, hardware, and accompanying written materials. This limited warranty gives you specific legal rights that may vary from jurisdiction to jurisdiction.
Page 14
x System Hardware Warranty and Repair Policy
DigiGate-700
for Windows
™ ®
General
Equipment to be repaired may be sent to Digitech International, Inc. after a
Return Authorization Number has been issued by the Customer Service Department. The items should be shipped prepaid to:
Digitech International, Inc.
Attn: Service Department
409 New Leicester Highway
Asheville, NC 28803
Service & Repair Telephone/Fax Numbers
Phone: (828) 250-9767 Fax: (828) 250-0799
A detailed packing list showing the Return Authorization Number, quantity, product, purchase order number for any out-of-warranty repairs, return address, telephone number and any special instructions must be included with the shipment. Equipment shipments made on a COD basis will be refused.
Each returned item shall have a written description of the defect on the packing list.
Upon receipt by Digitech International, Inc., each shipment will be inspected to verify all items are received as listed, and that defects are due to failure under normal usage, not user negligence. Damaged or defective items which are not covered by warranty will be handled according to the non-warranty repair policy.
In Warranty Repairs
Each DigiGate system and major sub-assembly bears a warranty expiration date.
Defective units still under warranty will be repaired as stated in the original warranty agreement.
The warranty period for repaired items shall be 90 days or the remainder of the original warranty period, whichever
is greater.
Non-Warranty Repairs
Defective items not covered under warranty will be repaired and charged based on the current charges in effect at the time of the repair.
The warranty period for repaired items shall be 90
days
from the date of shipment from Digitech International,
Inc.
Repair Costs
These published service and repair costs are subject to change without notice.
Bench Repair Charges:
Hourly rate ........................................................ $65.00
Minimum charge .............................................. 1 hour
Replacement Parts & Sub-Assemblies:
Subject to the prices in effect at the time of repair.
Terms
All shipments to Digitech International, Inc., are to be prepaid. Freight shipments to Digitech International, Inc. on a COD basis will be refused.
Digitech International, Inc. will pay surface freight charges on the return of repaired units under warranty. Air freight charges will be added to the repair fee. All freight, shipping and handling charges will be billed to the customer on units out of warranty.
Repair and air freight charges will be invoiced to customers who have established credit lines with Digitech International, Inc. Repaired items returned to companies doing business on a COD basis will be subject to the COD fee, which will be added to the repair charge.
System Hardware Repair Policy
Page 15
Included in this Chapter
DigiGate-700
for Windows
™ ®
Chapter 1
Introduction
How to Reach Digitech International, Inc.
CORPORATE ADDRESS
Digitech International, Inc.
409 New Leicester Highway
Asheville, NC 28806
INTERNET AND E-MAIL
Our Web site is
www.digitech-intl.com
E-Mail to Sales at
sales@digitech-intl.com
E-Mail to Service at
service@digitech-intl.com
Submit drawings by E-Mail to
drawings@digitech-intl.com
TELEPHONE AND FAX
Main Office (828) 250-9767
Fax Line (828) 250-0799
Tech Support (800) 523-9504
1. How to Reach Digitech International, Inc ........................
2. What Is Needed to Run DigiGate-700 for Windows ........
3. DigiTech
Customer Support ............................................
4. Contacting the Service Department ..................................
5. What You Need When You Call the Service Department
6. Conventions Used in this Guide ........................................
7. The Windows 95 Interface .................................................
8. Installing the DigiGate-700 for Windows Software .........
Corporate Address, Phone, Fax, E-Mail, and Web Site.
System Requirements.
Who to call if you have problems.
How and when to call for Help.
System Worksheet.
How to know what certain symbols,
text formats, and terms mean in this manual.
Understanding Windows 95 Screen
Objects and their use.
Loading the software onto your PC.
Page 16
1 - 2 Introduction
DigiGate-700
for Windows
™ ®
What Is Needed to Run DigiGate-700™ for Windows
If your computer is running under any Operating System other than Windows 95, 98, or NT; this program will not operate correctly, if at all, and the Service Department cannot support the Software. You should ask for the DOS version of the DigiGate-700 program.
Our Service Department hours are from 8 A.M. to 6 P.M. Eastern time Monday through Friday. Calls after hours or on weekends are taken by a Voice Mail system. Your call will be handled at the earliest possible time during our regular hours.
If you call during normal hours and receive the voice mail message, all of our technicians are serving other customers. Please leave your name, telephone number (including area code), the name of your site, the location of your site (city, state), and a short message about the difficulty you are experiencing. Our technicians will return your call as soon as possible. Calls are returned in the order they are received.
If your situation is not resolved on the first call, your Service Technician will issue an Incident Number. When you call back on that same problem, please have the Incident Number that you were given and the Technician’s name available. If you hear the voice mail message, the Service Technician that handled your call is on the phone with another customer, and you should leave a message. In your message, give your name, telephone number and the Incident Number you were issued. This will insure that the correct technician receives the call; and that your call will be handled on a priority basis.
The information needed by your Service Technician is listed on the following page (1-3). Having this information available when you call will shorten the time needed to diagnose and correct your problem. It will also reduce the time required for a technician to return a call because calls are being processed as efficiently as possible.
DigiTech™ Customer Support
Contacting The Service Department
Due to many site specific variables in setup and configuration, your DigiTech Value Added Reseller may provide a quicker solution. Please contact the vendor where you purchased the product before contact­ing Digitech International, Inc.
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Page 17
1 - 3DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Before calling our Service Department, please have the following information available.
••
••
•
DigiGate-700 Serial Number ______________.
On the label of your software diskette(s), CD-ROM, or in the “Version” selection of the “Utility” menu.
••
••
• The DigiGate-700 Software Version ______________.
In the “Version” selection of the “Utility” menu.
••
••
• The System Controller Chip Version ______________.
In the “Version” selection of the “Utility” menu.
••
••
• The Manufacturer and Model of your PC ______________, ______________.
••
••
• The Total Memory (RAM) on your PC ______________.
••
••
• A Printout of your DigiGate-700 System Setup
Select the
Report
button on the Main Menu, then the
Misc
Reports
tab and the
Setup Info
button to print the report
••
••
• Accounting/Mgt. Software Name & Version, if Linked ______________, ______________.
••
••
• The System Controller Serial Port (Com1…Com4) ______________.
••
••
• Any other Serial Devices attached to your PC ______________, ______________.
(I.e. Mouse; Modem; Serial Printer; and the Serial Ports where they are attached.)
••
••
• Exactly what you did before the error occured ____________________________
_______________________________________________________________________________
_______________________________________________________________________________.
••
••
• The entire error message you received ____________________________.
(a Print of the Screen if possible)
Additional Information for Remote Access or a Remote Site
••
••
• The Headquarters and Remote Site modem’s Manufacturer ______________, ______________.
••
••
• Modem Model Numbers ______________, ______________.
••
••
• Modem Baud Rates ______________, ______________.
••
••
• Modem Initialization Strings ______________, ______________.
••
••
• Telephone Numbers to access each of them ______________, ______________.
••
••
• Remote Access Software ______________.
••
••
• Remote Access Logon & Password ______________, ______________.
What You Need When You Call the Service Department
Page 18
1 - 4 Introduction
DigiGate-700
for Windows
™ ®
Conventions used in this Guide
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Page 19
1 - 5DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Terms Used
For those of you that are new to Windows, we have included a basic look at the Windows way of doing things. For a more complete description of Windows , see the “Introducing Microsoft Windows ” manual that came with the Operating System on your PC.
Windows is a Graphical User Interface or GUI. This means that instead of having to type commands into the computer to make things work, you have pictures or icons that you can use to do the things that need to be done. Your computer’s Mouse is used to push buttons, select items from lists, and do most of the work. Most of the time, you only need to use the keyboard to enter the information about your tenants or other information that is specific to your location.
All of the objects used on the screens are standard Windows objects and for most of the program, the Windows standard is followed. In some instances the program deviates from this standard for the user’s convenience.
In this section, terms and objects associated with Windows and operating the GUI are described and pictured to give you a basic knowledge of how the screens look and work.
The Windows Interface
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Page 20
1 - 6 Introduction
DigiGate-700
for Windows
™ ®
Windows Screen Objects
Figure 1-1
Figure 1-2
Figure 1-3
Figure 1-4
Figure 1-5
Figure 1-6
Figure Name Description
Push Buttons Figure 1-1 shows a group of four Push Buttons;
Edit,
Add
,
Delete
, and
Close
. Each of these buttons
has a graphic picture and a text la bel to describe the
action the button will perform when Pushed. The Selected bu t ton in the gr o up , t he
Add
button, is
noted by the Cursor, a dotted box around the label.
You activate a button’s ac tion by Click ing the Mouse on it or by pressing the <Enter> k e y w hen it is th e
selected button.
Te x t B o x Figure 1-2 shows a
Text Box.
It appears as a
rece ssed white are a on the scree n. When the
Text
Box
is s e le c t e d the C u rs o r is a ver tic a l l ine insid e the
Text Box
. The
Text Box
is a data entry fie ld
where you type information.
List Box Selected
List Box Opened
Figure 1-3 shows the
List Box
or
Combo Box
selected with the cursor as a blue highlighted text area.
Th e
Combo Box
is a combina tion of a pop up list
and a text area, Figure 1- 4. The list is ope ned by clicking on the button with the down arrow, located
to the right of the text area. When opened the list will
show one of the rows (items) selected with the Cursor. You can select a ny item in the lis t by clicking on it, or by moving the cursor up or down with the directions arrow keys and pressing the <Ente r> key.
The list will close and your selection w ill be displayed in the text area.
Radio Buttons Figure 1-5 shows a
Radio Button
set. A
Radio
Button
set is another form of list where one item is
selected. The selected item in the list is shown as a
black dot in one of the recessed white circles. When the
Radio Button
object is selected, the Cursor is a
dotted box around the label of the selected item. You can select a ny it e m in the list b y clicking on it, or by
moving the cursor up or down with the directiona l
arrow keys.
Grid Figure 1-6 shows a
Grid
. The
Grid
is a table of
rows and columns that show information in an organi ze d wa y. Eac h ro w s ho ws information about a specific item. (i.e. A unit, a Tenant, a code, etc.) Each co l umn holds a differ e nt pie ce of information a bo ut
that item. Depending on the purpose of the
Grid
, it
will act differently. You may be allow you to enter or edit existing information, or the
Grid
may ac t a s a selection lis t where you c an choose one of the items (Rows). When the
Grid
is Selected, the Cursor is a
highlighte d row in the table.
Page 21
1 - 7DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Windows Controls
Figure 1-7
Figure 1-9
Figure 1-10
Figure 1-11
Figure 1-12
Arrowhead
I-Beam
Hourglass
Figure 1-8
Figure Name Des criptio n
Window Title B ar The to p ba nd o f a Wind ow is the Tit le Bar whic h ho lds the main
Wind ow Controls.
Window Title B ar Wi nd ow Co ntro ls
The Window Control Icon, loacated in the up per right corner of the Window (title Bar), will Clos e , Minimize or Resize the Window. The "X", on the right, clo ses the Windo w, the "- ", on the left, minmizes the Window to the Task Bar, and the Bo x Symbol, in the center, resizes the Window from full screen to the d efault o r use r set size.
Window Title B ar Main Menu Control
The Digitech International logo in the uppe r left corner of the Wind ow (Title Bar) is actually a b utton that opens a menu for the Window. Clicking on this icon o pens the Windows' Main
Menu.
Window M ain M enu A Windows' Main Menu duplicates the actions of other
Controls and allows keyboard control of these actions where the other contro ls may require the Mouse to activate their actions. Actions that are allowed are shown in dark letters and actions no t a llow ed a re dimmed. Restore will o pen a Window that has been minimized to its original state. Move and Size are self explanatory. Minimize reduces the Windo w to an icon on the Task Bar, the same as "_". Maximize expands the Window to full screen, the same as the Bo x Sy mbol and Clos e remo ves the Window and closes the progr am or routine the same as "X".
Horizon tal
Scro ll B ar
Vertical Scro ll B ar
The Horizontal and Vertic al Sc roll B ars appear when the content of the Window is larger that the size of the Window screen. In these cases the Window is a viewer that moves over teh content by using the Sc roll Bars . The Sc roll B ars are moved by dragging the actual bar along the track or by clicking on the directional arrows at each end of the bar. Since this is supposedly mo ving the Windo w o ver the contents, the contents will appe ar to move in the op posite direction of the
Scro ll B ar.
Mouse Cursors The Mouse Cursor has been explained in the Terms Us e d
sectio n o f this chapter and is inc luded here fo r viewing. The I Be am shape is displayed whenever text may be entered, and
the Arrowhea d shape is displayed o ver Controls or blank areas of the Window. The Hourg lass ap pe ars when a ta sk is in progress and blocks interference from the user.
Page 22
DigiGate-700
for Windows
™ ®
1 - 8 Introduction
Figure 1-16
Figure 1-17
1. Before starting the installation process, close all applications running on your computer.
2. On the
Windows 95
Task Bar, Click on the
Start
button. Figure 1-16.
3. Select
Settings
then
Control Panel
.
Figure 1-16.
4. Double Click on
Add/Remove Programs
.
Figure 1-17.
Installing the DigiGate-700 for Windows Software
Page 23
DigiGate-700
for Windows
™ ®
1 - 9Publication TitleDigiGate-700™ for Windows® - User’s Guide
Figure 1-18
Figure 1-19
5. When the
Add/Remove Programs
window
opens, Select the
Install/Uninstall
tab.
6. Click the
Install
button. Figure 1-18.
7. When the screen shown in Figure 1-19 appears, insert the Disk labeled “DigiGate-700 for Windows Installation Disk #1” into the floppy disk drive “A” or insert the CD-ROM into the CD drive.
Page 24
DigiGate-700
for Windows
™ ®
1 - 10 Introduction
Figure 1-20
Figure 1-21
8. Figure 1-20 shows the prompt you should see in the
Command Line
text box. If this is not what you see, type “A:\SETUP.EXE.” If you are installing from a CD ROM use the letter of the CD ROM drive in place of the “A.” Do NOT type the quotation marks.
9. Click on the
Finish
button.
10. Note the
Back
button. Clicking on this button, at any time it is active, will return you to the previous step in the installation procedure where you can edit the entry.
11. Figure 1-21 shows the
Setup
window which loads the installation Wizard in Windows 95. Wait this one out.
Page 25
DigiGate-700
for Windows
™ ®
1 - 11Publication TitleDigiGate-700™ for Windows® - User’s Guide
Figure 1-22 Figure 1-23
12. Figure 1-22 shows the Welcome window. If you have any other programs running, Click on the
Cancel
button to close the DigiGate
installation, close all other programs that may be running, and restart the Installation.
13. If there are no other programs running, Click on the
Next
button.
14. Figure 1-23 shows the
User Information
window. Here you should enter your Name and the Company name.
15. Click on the
Next
button.
Page 26
DigiGate-700
for Windows
™ ®
1 - 12 Introduction
Figure 1-24 Figure 1-25
16. Figure 1-24 shows the
Select Program
Folder
window. You will be asked for a Program Group name. The default is “DigiGate for Windows.” You may accept this, type in your choice, or select from the list of existing groups on your PC.
17. When all is correct, Click on the
Next
button.
18. Figure 1-25 shows the
Start Copy Files
window. This Window shows you the selec­tions you have made to this point. If any of these are incorrect, you can Click on the
Back
button and correct the entry.
19. When all is correct, Click on the
Next
button.
Page 27
DigiGate-700
for Windows
™ ®
1 - 13Publication TitleDigiGate-700™ for Windows® - User’s Guide
Figure 1-27
Figure 1-26
20. After all user information is entered, the
Setup
window, Figure 1-26, starts the actual installa­tion and shows the progress with the four thermometers on the screen.
21. If you choose to stop the Installation at any time, Click on the
Cancel
button.
22. If you are installing from floppy disks, you will be asked to change disks several times during the installation procedure. Figure 1-27. Check that you are inserting the correct numbered disk each time and then Click on the OK button. If you put in the wrong disk, the screen asking you to change disks will be repeated until you insert the correct disk or Click on the
Cancel
button.
Note: See Appendix L for instructions to create a second
Page 28
1 - 14 Introduction
DigiGate-700
for Windows
™ ®
SiteEdit combines an image editor with a database to allow you to modify your DigiGraphics™ site files easier to work with.
A DigiGraphics™ site includes four files: Site.Pcx Large image with unit numbers Zoom.Pcx Small image UnitInfo.Dbf Unit number database UnitInfo.Mdx and index
These files must be edited from the DigiGraphics™ disk directory (‘A:\’ drive). Make sure the “Write protect” tab on your diskette is closed. This will allow access to the DigiGraphics™ diskette. Once you have edited the files, copy them back to the DigiGraphics™ disk and restart the DigiGraphics™ generator.
Unit numbers are read from the database and superimposed on the image. They are not actually part of the image. DigiGraphics™ requires each unit number to be completely enclosed in a unit. SiteEdit allows you to resize or move unit numbers anywhere on the image. When working with unit numbers, take care that they don’t move outside any units, or touch a unit border from the inside.
The unit number database works only with images named ‘SITE.PCX’. When images with other names are created, they are saved without unit numbers.
The image editor creates 256-color PCX files using the DigiGraphics™ color palette.
SiteEdit Information and Installation
Installing SiteEdit
1. From the Windows desktop, Select
Start
, then Click on the
Run
option.
2. In the Run window enter “{D}:\SITEEDIT\SETUP.EXE” where {D} is the letter of your CD ROM drive.
3. Click the OK button to start the SiteEdit installation.
4. Carefully follow the on-screen instructions to install the software. The application will be installed in the C:\Program Files\SiteEdit directory.
Minimum System Requirements
Operating System - Windows 95 or better Video card - 256 colors Memory - 8MB RAM or better
Page 29
Included in this Chapter
DigiGate-700
for Windows
™ ®
1. Introduction .................................................................................
2. Starting the DigiGate-700 for Windows Program ....................
3. System Setup ...............................................................................
4. Miscellaneous Setup....................................................................
5. System Controller Setup .............................................................
6. Unit Setup ....................................................................................
7. Adding Units ................................................................................
8. Deleting Units ..............................................................................
9. Modifying Units...........................................................................
10. Options Setup ..............................................................................
Other information you may need
To Start the Program
Security Levels User IDs Required Fields System Configuration
Tenant Profile Codes Marketing Codes Insurance Codes Credit Card Codes
Time Zones Door Alarms Defining Holidays Serial Port
Unit Types Unit Features Door Types Floor Types Unit Sizes
Unit Numbers Unit Size Information Misc. Unit Information Unit Features Door Alarm Options
Removing Units from the Database
Finding a Unit Size Misc. Features Door Alarms Unit Status
LCD Keypad Option
Chapter 2
Setting Up a New Site
Page 30
2 - 2 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. On the desktop, Double Click on the
Digi-
Gate-700 for Windows
icon that was created
at installation.
OR
2. On the Windows 95 Task Bar, Click on the
Start
button. Figure 2-1.
3. Select
Programs
then DigiGate for Windows, or the Program Group you selected in Step 17 in Chapter 1 (Installing the DigiGate-700 for Windows Software, Figure 1-24, Page 1-12) as shown here in Figure 2-1.
4. Click on
DigiWin
which will start the program. Figure 2-1.
5. The DigiTech Logo screen lets you know that the program is loading. Figure 2-2.
Starting the DigiGate-700 for Windows Program
Figure 2-1
Figure 2-2
Introduction
Before you start the DigiGate-700 for Windows program for the first time, you need to make sure that the DigiTech System Controller is powered up and connected to one of the serial ports on your PC. When the
program starts, it searches for the System Controller. If found, the information about the connection is stored. If not detected, you should check for proper power connection and data connection to the PC.
If your location is using the DOS version of DigiGate, SeeAppendix E before you continue!
The DigiGate-700 system has been developed for both large and small locations. Many of the features may not be necessary for your site.
Before you start to set up this software, you have several decisions to make! Please use Appendix A, Default Settings & Values and Appendix B, Preparation for System Setup to help you in decisions about setting up the software for your location.
To Start the Program
Page 31
2 - 3DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
6. When the program has loaded, the
DigiGate
Log On
window will be shown over the
DigiGate for Windows
Main Screen.
Figure 2-3.
NOTE: If your DigiGate-700™ for Windows system displays the
Information
window with a message that the program requires a “Regis­tration Number”, Figure 2-3a, see “Appendix K, Program Registration Codes,” for instructions before continuing.
7. The first time the program is started you will have to enter the default
User ID
and
Pass-
word
. These are “USER” for the
User ID
and
“1234” for the
Password
as shown in Figure
2-4. Note that all characters typed into the
Password
text box are shown as asterisks (*).
8. Click on OK to continue or
Cancel
to return to
the desktop.
NOTE: If you plan to set up User Security for your DigiGate-700 for Windows software, we strongly recommend that you add a new Master
User ID
and
Password
. Then delete the default “User” and “1234”. See the section “Setting up System User IDs” later in this chapter for the steps to do this.
Figure 2-3
Figure 2-4
Figure 2-3a
Page 32
2 - 4 Setting Up a New Site
DigiGate-700
for Windows
™ ®
9. When you Click on OK to continue for the first time, the
Information
window opens with a
prompt of “AutoDetect Com Port.” Figure 2-5.
10. Click on the
Yes
button to have the system
locate the System Controller.
11. This will open the
Auto Detect System
Controller
window. Figure 2-6.
12. Click on the OK button to start the operation or on the
Cancel
button to continue without the
test.
13. The system will test all communication ports for the presence of the System Controller and set the system for communications with the System Controller, if it is found.
14. If the System Controller cannot be located, an
Error
window will be shown with a prompt of “System Controller not found.” Figure 2-7.
15. Click on the OK button to continue.
NOTE: Not finding the System Controller will not affect the setup described in this chapter. It will, however, affect the operation of your gate system. Before your system will work correctly, you need to establish and test communications between the PC and the System Controller, reset the system, and verify that all information has been downloaded to the System Controller and that the system is operating properly.
Figure 2-5
Figure 2-7
Figure 2-6
Page 33
2 - 5DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Figure 2-9
1. From the Main screen Click on the
Setup
button. Figure 2-8a.
2. This will open the
Setup Menu
. Figure 2-9.
Click on the
System Setup
tab.
3. Then Click on the
Security
button.
System Setup
Security Levels
All major configuration of the DigiGate-700 for Windows system is done from the
Setup
button on the Main screen. Here we will set up Security Levels, User IDs, Required Fields, and Default Values, Unit Information, Credit Card Information, Marketing codes, and other information for analysis of your location and tenants. Security Levels are used to allow or deny access to portions of the system. User IDs allow each user to specify different configurations for their use. (i.e. Verify prompts for certain actions, Activity log settings, security level, etc.) Required fields let you guarantee that specific information MUST be entered. The DigiGate-700 system requires some fields in order to operate correctly. You can determine which other fields must be completed for each tenant or unit. Default fields let you define information that will be entered into the record for you automatically whenever you add a new tenant or unit (i.e. City, State, Area Code, etc.). This can save valuable time during the information entry process and you can change this information in the tenant or unit record for those who differ. See “Appendix A, Default Settings and Values” for more information on how the DigiGate-700 for Windows program is configured when you receive it. NOTE: We would like to point out the Bubble Help feature of the DigiGate-700 for Windows program. In Figure 2-8, you see the help bubble below the Arrow Cursor. The help bubble gives a brief description of what the object under the cursor does. It remains on the screen for approximately 5 seconds. After 5 seconds the help bubble vanishes and the normal cursor is displayed. Figure 2-8a.
Figure 2-8
Figure 2-8a
Page 34
2 - 6 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Define Security Levels
window. Figure 2-10. The MG level,
Man-
agement
, is the level shipped with the DigiGate-700 for Windows program. It allows access to all functions in the system. Consider this to be the Top Level or master security level in the system.
5. Click on the
Add
button to enter another
security level.
6. This will open the
Add Security Level
window. Figure 2-11.
7. The window opens with blank fields. To add a new level, Select the
Security Level
field and type the two character code you choose. We have used “RM” as the Security Level code and “Relief Manager” as the Description in the example. Figure 2-11.
Figure 2-10
Figure 2-11
Page 35
2 - 7DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Figure 2-12
Figure 2-13
8. Next, Click on the
Options
tab which will
show the screen in Figure 2-12.
9. Click on the check boxes to Select or Deselect each option as preferred.
NOTE: The
Setup Menu
allows access to
Security
and all configuration settings for the
system. The
Setup Menu
box should be unchecked for any user that should not have access to these options.
10. Click on the OK button when all selections have been made or the
Cancel
button to
abandon the
Add
function.
11. To
Edit
an existing level, Click on the line you
want to edit, in the
Define Security Level
window. Figure 2-10, Page 2-6. The line will be blue when it is selected.
12. Click on the
Edit
button.
13. This will open the
Edit Security Level
window. Figure 2-13. This window is the same as the
Add
window. Change the information you want and Click on the OK button to accept the changes or the
Cancel
button to discard the
changes.
14. To
Delete
an existing level, Click on the line
you want to delete in the white portion of the
Define Security Level
window. Figure 2-10, Page 2-6. The line will be blue when it is selected.
15. Click on the
Delete
button. You will be asked
to confirm your decision if the
Verify
Prompts
option has been selected in the User
ID setup.
16. Click on the
Yes
button to delete the record or
the No button to return to the
Edit Security
Level
window without deleting the record.
Page 36
2 - 8 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. From the
System Setup
tab of the
Setup
Menu
, Figure 2-9, Page 2-5, Click on the
User Ids
button.
2. This will open the
User IDs
window.
Figure 2-14.
3. To add a new user, Click on the
Add
button.
4. This will open the
Add a new User ID
window. Figure 2-15.
5. Select the
User ID
field and enter a new 4 character user name. We have used “JOE1” here. Figure 2-15.
6. Select the
Password
field and type in a 4 character password. We have used “1357” here. Figure 2-15.
7. Click on one of the selections {
Yes
| No } in
the
Verify Prompts
radio button set. Figure 2-
15.
NOTE: We strongly suggest that you check the
Yes
selection for
Verify Prompts
. This will
cause a
Confirm
window (Figure 2-19, Page 2-10) to appear whenever you have started a destructive action such as deleting a record, etc. This gives you a chance to verify that you want to do this and that it is not an accidental action. Setting the option to
Yes
may save having to re-enter data when it is accidentally deleted. The
Confirm
window, will not appear if
Verify
Prompts
is set to No. It will appear if
Verify
Prompts
is set to
Yes
.
Figure 2-14
User IDs
Figure 2-15
Page 37
2 - 9DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
8. Select the
Security Level
list box by Clicking on the data area or the down arrow at the right side of the data area. The list will drop down showing the available security levels. Figure 2-16.
9. Select the proper security level by Clicking on the text. The box will close and your selection will be displayed.
10. Click on the
Activity Log
tab to display the setup window. Figure 2-17. The
Activity Log
is the display of gate and door activity for the DigiGate-700 for Win- dows system. It can be set to display whenever the Main DigiGate for Windows tool bar is open.
11. In the
Display Activity Log
radio button set,
Click on one of the selections {
Yes
| No } to have the monitor display or not display respectively. Figure 2-17.
12. If you selected
Yes
in the Display set, you can set the number of items to display and the length of time the Monitor displays. Select the
Number of Activities to Display
text box. Here you can type in the number you prefer or use the spinner arrows on the right to increase or decrease the number. Figure 2-17.
13. Select the
Number of Seconds to Display
text box. This is the amount of time the monitor will remain on the screen when it is activated. Entering a zero (“0”) in this selection will keep the
Activity Log
open continuously.
14. Enter your choice in the
Number of Seconds
to Display
text box.
15. Click on OK to accept and add a new user or
Cancel
to discard the information entered.
Figure 2-16 Figure 2-17
Page 38
2 - 10 Setting Up a New Site
DigiGate-700
for Windows
™ ®
16. To edit a User’s settings, Select the user in the list. Figure 2-14, Page 2-8.
17. Click on the
Edit
button. The
Edit User ID
window will open. Figure 2-18. This window is the same as the
Add
window. Change the
information you want and Click on the
OK
button to accept the changes or the
Cancel
button to discard the changes.
18. To
Delete
an existing User, Click on the line
you want to delete in the white portion of the
User IDs
window. Figure 2-14, Page 2-8. The
line will be blue when it is selected.
19. Click on the
Delete
button. You will be asked
to confirm your decision if the
Verify
Prompts
option has been selected in the User
ID setup. Figure 2-19.
20. Click on the
Yes
button to delete the record or
the No button to return to the
User IDs
window without deleting the record.
Figure 2-18
Figure 2-19
Page 39
2 - 11DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. From the
System Setup
tab of the
Setup
Menu
, Figure 2-9, Page 2-5, Click on the
Required Fields
button.
2. This will open the
Required Fields
window.
Figure 2-20.
3. The window opens with the
Tenant Informa-
tion
tab active. The
Last Name
field is the only listed field that is required for DigiGate- 700 for Windows, all others are optional for your use. These check boxes are toggles, which means that the state changes every time you click on one of them. If it is checked when you click on it, the box becomes unchecked, and vice versa. A check in the box means that the field is required, no check means that it is not required.
4. Select the fields you want to make mandatory when you enter tenant information.
5. When all
Tenant Information
fields have
been set as you want them, Click on the
Unit
Information
tab.
6. This opens the
Unit Information
window which shows the fields you can require when you enter unit information. Figure 2-21.
7. Select the fields you want to make mandatory when you enter unit information.
NOTE: Be careful before you Select the
Mux
Number
and
Slot Number
fields. These fields are ONLY for units that have individual door alarms. If EVERY door at your location has an individual door alarm, then you may check these two as required fields. If all doors are not alarmed, DO NOT Select these two fields.
8. When all
Unit Information
fields have been set as you want them, Click on the
OK
button
to accept the choices, or on the
Cancel
button
to discard selections and return to the
Setup
Menu
.
Figure 2-20 Figure 2-21
Required Fields
Page 40
2 - 12 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. From the
System Setup
tab of the
Setup
Menu
, Figure 2-9 Page 2-5, Click on the
Configuration
button.
2. This will open the
System Configuration
window. Figure 2-22.
3. The window opens with the
Tenant Informa-
tion
tab active. Down the left side of the screen is the default Address and Phone information. Enter your City, State, Zip and the Area Code and Exchange most used at your location.
4. We have used our local information as an example. Figure 2-23.
5. Select the drop down list boxes by Clicking on the data area or on the down arrow on the right side of the box. Select the entry you want to make the default when you enter tenant information, by Clicking on the data line in the list.
6. The
Insurance
box is shown open in
Figure 2-23.
Figure 2-22
Figure 2-23
Default Field Values
The
System Configuration
window is used to set the default values for the DigiGate-700 for
Windows system. The information here will be entered into every new tenant record automatically, saving
you data entry time. This tenant information may be changed in the tenant record for cases that do not match the default. Even though some of this information will be entered in the following sections, we are presenting this section first to give you an idea of the possibilities and allow you to plan for the setup of these fields. Except for the address and telephone information, all fields in the
Tenant Information
window are drop down list boxes from which you make selections. The information found in these list boxes is the default shipped with the system and can be changed or added to in the following sections of this chapter. Most of the information on the
User
window has been set up and will be explained in greater detail later in this section.
System Configuration
Page 41
2 - 13DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
7. The six list boxes are shown in Figure 2-24, with the defaults values that are shipped with the DigiGate-700 for Windows program. If these are not sufficient for your needs; see the next section,
Miscellaneous Setup
, to change
the
Tenant Profile, Marketing, Insurance
,
or
Credit Card
codes, or the following section,
System Controller Setup
, to change the
Time Zones
. Both of these sections are in this
chapter.
8. When all
Tenant Information
fields have
been set as you want them, Click on the
User
tab.
9. This opens the
User
window. This screen holds system defaults that affect the overall operation of the program. Figure 2-25.
10. The first consideration is
User Security
and
Require User IDs
. Click on the check box to activate or deactivate this feature. When activated, the
DigiGate Log On
window allows users to start the program with their own configuration, allows restriction of features to certain users, and tracking of user activity on the system. If deactivated, all users have access to all functions of the system and configuration is by the DigiGate defaults you have set up for the system.
11. The
Verify Prompts
selection will control
what is used as the default for new Users.
NOTE: If
Require User IDs
is checked,
Figure 2-25, the
Verify Prompts
selection in
the
User IDs
setup, Figure 2-15, Page 2-8, will control the display of confirmation screens for most activities. Selecting
Yes
(Checked) here
only sets the default for adding new Users.
Figure 2-24
Figure 2-25
Page 42
2 - 14 Setting Up a New Site
DigiGate-700
for Windows
™ ®
12. The
Default Security Level
list box holds all of the security levels that were set up earlier in this section. If the
User IDs
is activated, this selection will be used as the default level for any new users you add. Figure 2-26.
13. To set the
Default Security Level
, Click on the text area or the down arrow at the right side of text area to open the list.
14. Click on the level you want as default.
15. The list will close and your selection will be displayed.
16. The
Select Backup Set
field contains “SiteOne.set” in the directory specified in the program installation. This file is predefined and included with the shipped program.
NOTE: The DigiGate-700 for Windows program uses Microsoft Backup, which MUST be installed on your computer before you can use the DigiGate backup function.
17. Clicking on the folder at the right side of this field opens the Windows 95/98 Browse window. Figure 2-27. You MUST be familiar with creating Windows backup sets or jobs to use any other than the default selection.
NOTE: See Chapter 5, Backing Up Your Data, for additional information on Backup Sets
and using other backup programs on your system.
18. When all
System Configuration
fields have
been set as you want them, Click on the
OK
button to accept the choices, or on the
Cancel
button to discard selections and return to the
Setup Menu
.
Figure 2-26
Figure 2-27
Page 43
2 - 15DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. From the
System Setup
tab of the
Setup
Menu
, Click on the
Define Sites
button.
Figure 2-28.
2. This will open the
Define Sites
window.
Figure 2-29.
NOTE: Sites are defined prior to shipping your software, based on the information provided by your reseller or project manager. Site informa­tion may be modified as needed. To add or delete sites, contact your reseller or project manager.
3. Select the Site and Click on the
Edit
button.
Figure 2-29.
Figure 2-28
Figure 2-29
Remote Software - Site Definitions
This section ONLY applies to systems using the Remote version of the software.
Systems that use the Standard version software will not have the
Site
button on their
Main
Menu,
Figure 2-8, Page 2-5, or the
Define Site
button on the
System Setup
tab of the
Setup Menu
, Figure 2-28.
Page 44
2 - 16 Setting Up a New Site
DigiGate-700
for Windows
™ ®
Figure 2-30
Figure 2-31
4. The
Modify Site
screen opens with the
Site
Name
tab active. This screen holds the Site Number, Site Name, and Address information. Figure 2-30.
5. Enter the information requested and click on the
Other Info
tab.
6. This screen holds the phone number to the modem at the site, if this is a remote site, and the location of the Unit and Tenant data files for this site. Figure 2-31.
7. For a remote site, enter the telephone number of the modem at the remote site in the
Modem
Number
field. If this is a headquarters or local
site, leave this field blank.
8. The
Data Path
field will hold the location of the Unit and Tenant files for this site. The data path was set up before shipping your software and has been created on your PC during installation of the program. DO NOT
CHANGE THIS INFORMATION UNLESS DIRECTED TO DO SO!
9. Click on the OK button to accept the changes or on the
Cancel
button to abandon the change
and return to the
Define Sites
selection screen.
NOTE: Repeat steps 3 - 9 for each site listed on the
Define Sites
selection screen.
Figure 2-29, Page 2-15.
Page 45
2 - 17DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Misc Setup
tab of the
Setup
Menu
, then Click on the
Profiles
button.
Figure 2-32.
2. This will open the
Modify Profile Types
window. Figure 2-33.
3. To add a new code, Click on the
Add
Button.
Figure 2-33.
Figure 2-32
Figure 2-33
Tenant Profile Codes
Miscellaneous Setup
This section deals with information about your tenants, their use of the Unit, payment method, etc. The information in this section can be set as the default for fields to be entered at Move-In. It may also be modified at the time of Move-In when necessary. You may also decide which of these are needed for your location and make them Required Fields. See page 2-11.
Page 46
2 - 18 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Add Profile Types
window. Figure 2-34.
5. Select the
Profile Type
field and type in a new 2 character code. The characters will always display as capitals.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing type, Select the record you want to edit in the
Modify Profile Types
window. Click on the
Edit
button.
Figure 2-33, Page 2-17.
9. This will open the
Edit Profile Types
window. Figure 2-35. Note that the
Type
field
is not available for editing, only the
Descrip-
tion
field may be changed.
10. Select the
Description
field and change the
information.
11. Click on OK to accept the changes or
Cancel
to discard the information entered.
12. To delete an existing type, Select the record you want to delete in the
Modify Profile Types
window. Figure 2-33, Page 2-17. The line will be blue when it is Selected.
13. Click on the
Delete
button. You will be asked
to confirm by the
Confirm
window.
Figure 2-19, Page 2-10.
NOTE: If you delete a code that is used in a tenant record, the code is removed from the tenant record. This may affect the record if the deleted code is a required field.
14. Click on the
Yes
button to delete the record or
the No button to return to the
Modify Profile
Types
screen without deleting the record.
Figure 2-34 Figure 2-35
Page 47
2 - 19DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Misc Setup
tab of the
Setup
Menu
, then Click on the
Marketing
button.
Figure 2-36.
2. This will open the
Modify Marketing Types
window. Figure 2-37.
3. To add a new code, Click on the
Add
button.
Figure 2-37.
Figure 2-36
Figure 2-37
Marketing Codes
Page 48
2 - 20 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Add Marketing Types
window. Figure 2-38.
5. Select the
Marketing Type
field and type in a new 2 character code. The characters will always display as capitals.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing type, Select the record you want to edit in the
Modify Marketing Types
window. Click on the
Edit
button.
Figure 2-37, Page 2-19.
9. This will open the
Edit Marketing Types
window. Figure 2-39. Note that the
Type
field
is not available for editing, only the
Descrip-
tion
field may be changed.
10. Select the
Description
field and change the
information.
11. Click on OK to accept the changes or
Cancel
to discard the information entered.
12. To delete an existing type, Select the record you want to delete in the
Modify Marketing
Types
window. Figure 2-37, Page 2-19. The
line will be blue when it is Selected.
13. Click on the
Delete
button. You will be asked
to confirm by the
Confirm
window.
Figure 2-19, Page 2-10.
NOTE: If you delete a code that is used in a tenant record, the code is removed from the tenant record. This may affect the record if the deleted code is a required field.
14. Click on the
Yes
button to delete the record or
the No button to return to the
Modify Market-
ing Types
screen without deleting the record.
Figure 2-38
Figure 2-39
Page 49
2 - 21DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Misc Setup
tab of the
Setup
Menu
, then Click on the
Insurance
button.
Figure 2-40.
2. This will open the
Modify Insurance Types
window. Figure 2-41.
3. To add a new code, Click on the
Add
button.
Figure 2-41.
Figure 2-40
Figure 2-41
Insurance Codes
Page 50
2 - 22 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Add Insurance Types
window. Figure 2-42.
5. Select the
Insurance Type
field and type in a new 2 character code. The characters will always display as capitals.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing type, Select the record you want to edit in the
Modify Insurance Types
window. Click on the
Edit
button.
Figure 2-41, Page 2-21.
9. This will open the
Edit Insurance Types
window. Figure 2-43. Note that the
Type
field
is not available for editing, only the
Descrip-
tion
field may be changed.
10. Select the
Description
field and change the
information.
11. Click on OK to accept the changes or
Cancel
to discard the information entered.
12. To delete an existing type, Select the record you want to delete in the
Modify Insurance
Types
window. Figure 2-41, Page 2-21. The
line will be blue when it is Selected.
13. Click on the
Delete
button. You will be asked
to confirm by the
Confirm
window.
Figure 2-19, Page 2-10.
NOTE: If you delete a code that is used in a tenant record, the code is removed from the tenant record. This may affect the record if the deleted code is a required field.
14. Click on the
Yes
button to delete the record or
the No button to return to the
Modify Insur-
ance Types
screen without deleting the
record.
Figure 2-42
Figure 2-43
Page 51
2 - 23DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Misc Setup
tab of the
Setup
Menu
, then Click on the
Credit Card
button.
Figure 2-44.
2. This will open the
Modify Credit Card Types
window. Figure 2-45.
3. To add a new code, Click on the
Add
button.
Figure 2-45.
Figure 2-44
Figure 2-45
Credit Card Codes
Page 52
2 - 24 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Add Credit Card Types
window. Figure 2-46.
5. Select the
Credit Card Type
field and type in a new 2 character code. The characters will always display as capitals.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing type, Select the record you want to edit in the
Modify Credit Card Types
window. Click on the
Edit
button. Figure 2-
45, Page 2-23.
9. This will open the
Edit Credit Card Types
window. Figure 2-47. Note that the
Type
field
is not available for editing, only the
Descrip-
tion
field may be changed.
10. Select the
Description
field and change the
information.
11. Click on OK to accept the changes or
Cancel
to discard the information entered.
12. To delete an existing type, Select the record you want to delete in the
Modify Credit Card
Types
window. Figure 2-45, Page 2-23. The
line will be blue when it is Selected.
13. Click on the
Delete
button. You will be asked
to confirm by the
Confirm
window.
Figure 2-19, Page 2-10.
NOTE: If you delete a code that is used in a tenant record, the code is removed from the tenant record. This may affect the record if the deleted code is a required field.
14. Click on the
Yes
button to delete the record or
the No button to return to the
Modify Credit
Card Types
screen without deleting the
record.
Figure 2-46 Figure 2-47
Page 53
2 - 25DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Figure 2-48
Figure 2-49
1. Click on the
SysCon Setup
tab of the
Setup
Menu
, then Click on the
Time Zone
button.
Figure 2-48.
2. This will open the
Define Time Zones
window. Figure 2-49.
NOTE: The DigiGate-700 for Windows system ships with two pre-defined Time Zones: “0” and “1.” The zero time zone is fixed and
cannot be modified. Time Zone 0 is for 24 Hr. Access. Time Zone 1 is labeled Normal Hours and is set for 6 AM to 10 PM.
These times can be modified.
3. To add a new code, Click on the
Add
button.
Figure 2-49.
Time Zones
System Controller Setup
This section deals with technical information about your Site and the way your Gate System will operate. You may decide that one or two of these are not necessary for your location.
Page 54
2 - 26 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Time Zones
window.
Figure 2-50.
5. Select the
Number
field and type in a new
zone number between 1 and 64.
6. Select the
Description
field and type in your
description.
7. Enter the times for “Sunday.” The
OPEN
column is the time your system will start to allow entry to your site, and the
CLOSED
column is the time when it will stop allowing entry.
NOTE: Clicking on the
Repeat
button to the right of the Sunday times will copy whatever values you entered into the Sunday times, to all other days. This is done to save you time if each day or most days have the same hours.
8. Enter any times that differ into the fields needed.
9. Click on OK to accept and add a new zone or
Cancel
to discard the information entered.
Figure 2-50.
NOTE: Clicking on the
Closed
button to the right of Holiday times will make the gate inactive for the Holidays you define later in this chapter. Figure 2-51.
10. To edit an existing
Time Zone
, Select the
record you want to edit in the
Define Time
Zones
window. Figure 2-49, Page 2-25.
11. Click on the
Edit
Button. Figure 2-49,
Page 2-25.
12. This will display the screen shown in Figure 2-47.
13. Follow Steps 6 through 9.
14. To delete a
Time Zone
, Select the record you
want to edit in the
Define Time Zones
window. Figure 2-49, Page 2-25.
15. Click on the
Delete
button. You will be asked
to confirm by the
Confirm
window.
Figure 2-19, Page 2-10.
16. Click on the
Yes
button to confirm or the
No
button to retain the
Time Zone
.
Figure 2-50
Figure 2-51
Page 55
2 - 27DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
SysCon Setup
tab of the
Setup
Menu
, then Click on the
Door Alarms
button. Figure 2-52.
2. This will open the
Door Alarm Options
window. Figure 2-53.
NOTE: This screen is used to set the way the DigiGate-700 for Windows system handles vacant units when Door Alarms are present. The
Yes
check box, under the
Should Units
be ...
prompt, is a system setup value, meaning
it will always be active. The
Arm/Disarm
Vacant Units
selection list is an immediate
action and can be used at any time.
3. Click on the
Yes
check box to Select the option you want. Checked means that units will be disarmed when a tenant moves out and the unit is vacated, then rearmed when a new tenant is moved in. Unchecked means that the unit will remain armed when vacant. Figure 2-53.
4. To arm or disarm all vacant units at your location, click on the appropriate button in the list,
Arm Vacant Units
or
Disarm Vacant
Units
then Click on the OK button to immedi-
ately arm or disarm the vacant units.
NOTE: This option allows very flexible control over your units. For example: you may want your vacant units disarmed during the day, allowing you to show them to prospective renters, and have the same units armed when your office is closed to notify of any attempt at entry. This can be easily accomplished by using this screen to disarm the vacant units when you arrive and then arm the vacant units whenever you leave.
5. Click on
Cancel
to abandon the operation
without changing anything.
Figure 2-52 Figure 2-53
Door Alarms
This section applies ONLY if you have individual Door Alarms. If there are NO individual Door Alarms at your location, skip this section.
Page 56
2 - 28 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. Click on the
SysCon Setup
tab of the
Setup
Menu
, then Click on the
Holidays
button.
Figure 2-52, Page 2-27.
2. This will open the
Define Holidays
window.
Figure 2-54.
NOTE: The DigiGate-700 for Windows system ships with NO pre-defined Holidays.
3. To add a new holiday, Click on the
Add
Button.
Figure 2-54.
4. This will open the
Holidays
window.
Figure 2-55.
5. The
Number
field is assigned by the system automatically with the next sequential number. You cannot edit this value.
6. Select the
Description
field and type in your
description.
7. Select and open the
Month
list box and Select
the correct month. Figure 2-55.
8. In the calendar displayed for
Day
, Click on the
day of the Holiday you are defining.
9. Click on OK to accept and add a new holiday or
Cancel
to discard the information entered.
10. To edit a holiday, Select it from the list, Figure 2-54, Click on the
Edit
button and change the information you chose using steps 6 through 9 above. Figure 2-55.
11. To delete a holiday, Select it from the list, Click on the
Delete
Button. Figure 2-54.
12. You will be asked to confirm by the Confirm window. Figure 2-19, Page 2-10.
13. Click
Yes
button to delete the holiday or the
No
button to abandon and leave the holiday
defined.
Figure 2-54
Figure 2-55
Defining Holidays
Page 57
2 - 29DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Figure 2-56
Serial Port
1. Click on the
SysCon Setup
tab of the
Setup
Menu
, then Click on the
Serial Port
button.
Figure 2-56.
2. This will open the
Define Serial Port
window.
Figure 2-57.
3. The
Select Serial Port
selection list will have all available ports selectable, (dark prompts), and ports that are in use by other equipment or non existent ports will be dimmed out and not selectable.
4. For local sites or non-remote systems, if you know which port is connected to the System Controller, click on that selection. Figure 2-57.
5. For remote sites, click on the
Modem
selec-
tion. Figure 2-57a.
6. Click on OK to accept the new port setting. If modem is selected, it will attempt to connect at this time.
7. Click on
Cancel
to discard the information
entered.
The configuration of the serial port is different for local and remote sites. As stated before, remote systems are connected to modems that communicate over phone lines by the TAPI interface provided in Windows 95. TAPI, Telephony Application Programming Interface, was developed jointly by Microsoft and Intel, and enables Windows applications to share telephony devices with each other and provides a common means of handling different media (voice, data, fax, video, etc.) on a wide range of hardware platforms. A change from the DOS version is that any connection to a remote site will remain connected as long as the DigiGate program is running and you do not disconnect from the site. Use the
Site
button on the main menu to select sites. If you have a local site as Site 1, the DigiGate-700 system should have detected the Serial Port the first time you started the software. If this did not happen, there may be a communication problem with the System Controller.
Figure 2-57
Figure 2-57a
************************************************************************************ NOTE: If you have purchased LCD Keypads, see the “Options” section of this chapter for setup instructions. ************************************************************************************
Page 58
2 - 30 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Unit Types
button.
Figure 2-58.
2. This will open the
Modify Unit Types
window. Figure 2-59.
NOTE: The DigiGate-700 for Windows system ships with two predefined Unit Types: “RV Parking” and “Self Storage.”
3. To add a new type, Click on the
Add
button.
Figure 2-59.
Figure 2-58
Figure 2-59
Unit Types
Unit Setup
This section deals with what information you want to maintain at your location. Unit Types, Unit Features, Door Types, Floor Types, and Unit Sizes are all optional information. The necessity of entering information here will be determined by what you entered in the
Required Fields
section. You may decide that one or
more of these items is not necessary for your location. Simply skip those sections.
Page 59
2 - 31DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
4. This will open the
Add Unit Type
window.
Figure 2-60.
5. Select the
Unit Type
field and type in a 2 character type code. The entry will always be capitalized.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing
Unit Type
, Select the record
you want to edit in the
Modify Unit Types
window. Figure 2-59, Page 2-30.
9. Click on the
Edit
button. This will open the
Edit Unit Type
window. Figure 2-61.
10. Follow Steps 5 through 7.
11. To delete a
Unit Type
, Select the record you
want to delete in the
Modify Unit Types
window. Figure 2-59, Page 2-30.
12. Click on the
Delete
button. You will be asked to confirm by the Confirm window. Figure 2-19, Page 2-10.
13. Click on
Yes
in the
Confirm
window to delete
the
Unit Type
.
Figure 2-60
Figure 2-61
Page 60
2 - 32 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Unit Features
button. Figure 2-58, Page 2-30.
2. This will open the
Modify Unit Features
window. Figure 2-62.
NOTE: The DigiGate-700 for Windows system ships with three predefined Unit Features: “Climate Control,” “Door Alarms,” and “Interior Electric.”
3. To add a new type, Click on the
Add
button.
Figure 2-62.
4. This will open the
Add Unit Feature
window.
Figure 2-63.
5. Select the
Feature Type
field and type in a 2 character type code. The entry will always be capitalized.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing
Unit Feature
, Select the
record you want to edit in the
Modify Unit
Features
window. Figure 2-62.
9. Click on the
Edit
button. This will open the
Edit Unit Feature
window. Follow steps 6
and 7.
10. To delete a
Unit Feature
, Select the record you want to delete in the
Modify Unit Feature
window. Figure 2-62 then Click on
Yes
in the
Confirm
window.
11. Click on the
Delete
button. You will be asked to confirm by the Confirm window. Figure 2-19, Page 2-10.
12. Click on
Yes
in the
Confirm
window to delete
the
Unit Feature
.
Figure 2-62
Figure 2-63
Unit Features
Page 61
2 - 33DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Door Types
button.
Figure 2-64.
2. This will open the
Modify Door Types
window. Figure 2-65.
NOTE: The DigiGate-700 for Windows system ships with two predefined Door Types: “Rollup Door” and “Swing Door.”
3. To add a new type, Click on the
Add
button.
Figure 2-65.
Figure 2-64
Figure 2-65
Door Types
Page 62
2 - 34 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Add Door Type
window.
Figure 2-66.
5. Select the
Door Type
field and type in a 2 character type code. The entry will always be capitalized.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing
Door Type
, Select the
record you want to edit in the
Modify Door
Types
window. Figure 2-65, Page 2-33.
9. Click on the
Edit
button. This will open the
Edit Door Type
window. Figure 2-67.
10. Follow steps 6 and 7.
11. To delete a
Door Type
, Select the record you
want to delete in the
Modify Door Types
window. Figure 2-65, Page 2-33.
12. Click on the
Delete
button. You will be asked to confirm by the Confirm window. Figure 2-19, Page 2-10.
13. Click on
Yes
in the
Confirm
window to delete
the
Door Type
.
Figure 2-66 Figure 2-67
Page 63
2 - 35DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Floors
button.
Figure 2-68.
2. This will open the
Modify Floor Types
window. Figure 2-69.
NOTE: The DigiGate-700 for Windows system ships with one predefined Floor Type: “Ground Level.”
3. To add a new type, Click on the
Add
button.
Figure 2-69.
Figure 2-68
Figure 2-69
Floor Types
Page 64
2 - 36 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Add Floor Type
window.
Figure 2-70.
5. Select the
Floor Type
field and type in a 2 character type code. The entry will always be capitalized.
6. Select the
Description
field and type in your
description.
7. Click on OK to accept and add a new type or
Cancel
to discard the information entered.
8. To edit an existing
Floor Type
, Select the
record you want to edit in the
Modify Floor
Type
window. Figure 2-69, Page 2-35.
9. Click on the
Edit
button. This will open the
Edit Floor Type
window. Figure 2-71.
10. Follow steps 6 and 7.
11. To delete a
Floor Type
, Select the record you
want to delete in the
Modify Floor Type
window. Figure 2-69, Page 2-35.
12. Click on the
Delete
button. You will be asked to confirm by the Confirm window. Figure 2-19, Page 2-10.
13. Click on
Yes
in the
Confirm
window to delete
the
Floor Type
.
Figure 2-70 Figure 2-71
Page 65
2 - 37DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Unit Sizes
button.
Figure 2-72.
2. This will open the
Modify Unit Sizes
window.
Figure 2-73.
NOTE: The DigiGate-700 for Windows system ships with NO predefined Unit Sizes.
3. To add a new type, Click on the
Add
button.
Figure 2-73.
Figure 2-72
Figure 2-73
Unit Sizes
Page 66
2 - 38 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Add Unit Size
window.
Figure 2-74.
5. Select the
Unit Size
field and type in a
description.
6. Select the
Square Feet
field and type in the
actual floor feet.
7. Select the
Height
field and type in the actual
unit height.
8. Select the
Price
field and type in the actual unit
rental price.
9. Click on OK to accept and add new information or
Cancel
to discard the information entered.
10. To edit an existing
Unit Size
, Select the record
you want to edit in the
Modify Unit Sizes
window. Figure 2-73, Page 2-37.
11. Click on the
Edit
Button.
12. This will open the
Edit Unit Size
window.
Figure 2-75.
13. Follow steps 6 through 9.
14. To delete a
Unit Size Code
, Select the record
you want to delete in the
Modify Unit Sizes
window. Figure 2-73, Page 2-37.
15. Click on the
Delete
button. You will be asked to confirm by the Confirm window. Figure 2-19, Page 2-10.
16. Click on
Yes
in the
Confirm
window to delete
the
Unit Size.
Figure 2-74
Figure 2-75
Page 67
2 - 39DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Add Units
button.
Figure 2-76.
2. This will open the
Add Units
window.
Figure 2-77.
NOTE: The
Unit Number
tab is active and there are four additional tabs whose screens hold the additional information that was selected or deselected in the Required Fields section. Unit numbers can be one to six digits in length. Valid characters are A - Z, 0 - 9, -, and *. If adding a block of units the starting and ending unit numbers should be the same length (i.e. starting unit A001, ending unit A010).
3. To add a consecutively numbered group of units, Select the
Starting Unit Number
field
and enter the first number. Figure 2-77.
4. Select the
Ending Unit Number
field and
enter the last number. Figure 2-77.
NOTE: To add one unit, enter the same number in the
Starting Unit Number
and
Ending Unit Number
fields.
5. To increment numbers by a value other than one, enter the value in the
Increment By
field.
6. If you do not have Required Fields or Door Alarm information for this group, Click on the
OK
button. The
Add Unit Progress
bar will reflect the units being added. Otherwise continue with the following steps.
Figure 2-76
Figure 2-77
Adding Units
Before you can rent units at your location, you must create (add) the units in the DigiGate database. This procedure can be very simple or more involved depending on what information you have chosen to maintain in the “Required Fields” section, how your site is numbered, and how your units types are laid out. When you initially
Add
units to the database you can enter groups or blocks of numbers which share common features.
Later when you need to modify or change information, it must be done on one at a time basis. Because this
can be very time consuming, we suggest you see “Appendix C, Preparation for Adding Units” to aid in deciding what is the most efficient way to proceed in this section. This procedure must be done for each site individually! Use the
Site
button on the
Main Menu
to Select sites.
Unit Numbers
Page 68
2 - 40 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. If you selected
Unit Size
as a Required Field,
Click on the
Size
tab and Select the proper size
description from the
Size
list box. The
Square Feet, Height
, and
Price
fields will display the information you entered earlier in the set up procedure. Figure 2-78.
1. If you selected
Unit Type, Door Type
,
Floors
, or
Inside/Outside
as Required Fields,
Click on the
Misc
tab and Select the proper descriptions from the appropriate list boxes. If necessary, Click on the proper
Inside
or
Outside
selection. Figure 2-79.
Figure 2-78 Figure 2-79
Unit Size Information Misc Unit Information
Page 69
2 - 41DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
NOTE: The following features deal strictly with systems that have individual door alarms. Most of these systems have been set up by Digitech International, Inc. prior to shipment or have been configured by a reseller or installer based on the way units were wired for alarms.
If you do not have a complete working knowledge of individual door alarms and their set up in the DigiGate-700 for Windows system, DO NOT CHANGE ANY INFORMA­TION IN THE DOOR ALARM SECTION!! You can render your system INOPERABLE!
1. If all of the units in the group you are adding have individual Door Alarms, Click on the
Door Alarm
tab.
2. Select the
Mux
list box and from the list of
boards, Select the correct board. Figure 2-81.
3. After a Mux board has been selected, the
Slot
field will be activated. Until a board is selected, this field is deactivated and cannot be selected. Use the Up or Down arrows at the right side of the box to increase or decrease the number in the
Slot
field or type a number in directly. This number is the starting slot number for the group of units you are adding.
4. Select the
Alarm Zone
list box and from the list of boards, Select the correct zone for this unit or group of units. Normally there is only one zone, Door Alarms.
5. If you are loading multiple units that have slot numbers in some sequence respective to the unit numbers, select one of the choices {
Increase
|
Decrease
} and the value to increment BY in
the
Auto Slot Loading Options
area.
6. Click OK to add the units or
Cancel
to
abandon the operation.
Figure 2-80 Figure 2-81
Unit Features
Door Alarm Options
1. If you selected
Feature 1, Feature 2,
or
Feature 3
as Required Fields, click on the
Features
tab and select the proper features
from the appropriate list boxes. Figure 2-80.
Page 70
2 - 42 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Delete Units
button.
Figure 2-76, Page 2-39.
2. This will open the
Delete Units
window.
Figure 2-82.
3. To delete a consecutively numbered group of units, Select the
Starting Unit Number
field and type in the first unit number in the group. Figure 2-82.
4. Select the
Ending Unit Number
field and type in the last unit number in the group. Figure 2-82. NOTE: To delete one unit, enter the same number in the
Starting Unit Number
and the
Ending Unit Number
fields.
5. Click on the
Delete
button to remove these
units from the database or on the
Cancel
button
to abandon this operation and return to the
Setup Menu
.
6. Clicking on the
Delete
button, Figure 2-82,
opens the
Confirm
window with the prompt of
“Delete Units?.” Figure 2-83.
7. Click on the
Yes
button to continue and delete these units or the No button to abandon this operation and return to the
Delete Units
window.
Figure 2-82
Figure 2-83
Deleting Units
Deleting Units is required occasionally when major changes are made to a site or when you have loaded a range of units that includes some non existent ones. This feature allows you to remove unwanted units when necessary.
Page 71
2 - 43DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. Click on the
Unit Setup
tab of the
Setup
Menu
, then Click on the
Modify Units
button. Figure 2-84.
2. This will open the
Modify Unit Information
window. Figure 2-85.
NOTE: The
Modify Unit Information
window is a grid. Each row in the grid is a unit.
3. Select a unit, (row in the grid) and Click the
Edit
button to modify unit information, as
described in the following sections, or the
Close
button to abandon this operation and
return to the
Setup Menu
. Figure 2-85.
Figure 2-84
Figure 2-85
Modifying Units
Modifying Units may be used to do price changes, unit feature changes, or fix errors found from the initial loading of units. The unit screen is basically the same as that found in the Add Units section.
Finding a Unit
Page 72
2 - 44 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. This will open the
Modify Unit (number)
window with the
Size
tab active. Figure 2-86.
2. To modify the unit’s size code, Click on the
Size
tab and Select the proper size description
from the
Size
list box. The
Square Feet
,
Height
, and
Price
fields will display the information you entered earlier in the set up procedure. Figure 2-86.
1. To modify
Unit Type, Door Type, Floors
, or
Inside/Outside
, Click on the
Misc
tab and Select the proper descriptions from the appropriate list boxes. If necessary, Click on the proper
Inside
or
Outside
selection.
Figure 2-87.
Figure 2-86 Figure 2-87
Size Misc
Page 73
2 - 45DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. To modify
Feature 1, Feature 2,
or
Feature
3
, Click on the
Features
tab and Select the proper features from the appropriate list boxes. Figure 2-88.
NOTE: The following features deal strictly with systems that have individual door alarms.
If you do not have a complete working knowledge of individual door alarms and their set up in the DigiGate-700 for Windows system, DO NOT CHANGE ANY INFORMA­TION IN THE DOOR ALARM SECTION!! You can render your system INOPERABLE!
1. To modify individual door alarms, Click on the
Door Alarm
tab.
2. Select the
Mux
list box and from the list of
boards, Select the correct board. Figure 2-89.
3. For the
Slot
field use the Up or Down arrows at the right side of the box to increase or decrease the number in the
Slot
field.
4. To modify the alarm zone, Select the
Alarm
Zone
list box and from the list of zones, Select the correct zone for this unit. Normally there is only one zone: “Door Alarms.”
5. To modify the unit alarm status, Select the
Unit
Alarm Status
list box and from the list, Select
the correct status for this unit.
Figure 2-88 Figure 2-89
Features Door Alarms
Page 74
2 - 46 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. To modify the unit status, Click on the
Unit
Status
tab.
2. Select (check) or Deselect (uncheck) the
Mark
this unit as damaged
check box as needed.
Figure 2-90.
3. Click on the OK button to modify the unit or on the
Cancel
button to abandon the operation.
4. This opens the
Confirm
window with a prompt
of “Modify Unit.” Figure 2-91.
5. Click on the
Yes
button to complete the modifications or on the No button to abandon the operation and return to the
Modify Unit
Information
window.
Figure 2-91
Unit Status
Figure 2-90
Page 75
2 - 47DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
1. From the
SysCon Setup
tab of the
Setup
Menu
, Click on the
LCD
button. Figure 2-92.
2. This will open the
Add/Edit LCD Messages
window. Figure 2-93.
3. Click on a line in the list box to make your selection and then Click on the
Edit
button.
NOTE: We have used the “Main Screen” selection here to show you how to edit the text on the display that will be seen by anyone at the keypad until they enter a code.
Figure 2-92
Figure 2-93
LCD Keypad Option
Options Setup
This section deals with specific options that may be purchased with your DigiGate-700 for Windows system. If any of these options are included in your system, use the instructions below, in addition to the instructions in previous sections, to complete the setup of your Site.
The LCD Keypad’s display is used to notify your tenants of actions or situations occurring with their entry or exit of the facility or of a specific message you have for them. In addition to the “Main Screen,” there are preprogramed, default messages to notify the person entering of the status of their actions or their account condition. These will vary in number depending on the number of LCD Keypads, and the messages needed for each of them. In addition to these default messages you may enter and control the output of Custom messages. The Custom messages can be assigned to a specific tenant and set to display only when that tenant uses a specific LCD Keypad. The section below is a continuation of the SysCon Setup section on Page 2-25 through 2-29 and deals with adding, editing, or deleting messages. See “Chapter 3, Operating Instructions,” for information on assigning messages to tenants.
Editing Custom Messages
Page 76
2 - 48 Setting Up a New Site
DigiGate-700
for Windows
™ ®
4. This will open the
Edit message
window.
Figure 2-94.
NOTE: The Message Number is always assigned by the system. You cannot edit this number, only the description, activity code, message, timer, count, and the Keypads that it will be displayed on.
For the Main Screen, all you can change is the description, timer, and Keypads that it will be displayed on.
5. Make any changes you need as shown in Figures 2-94 and 2-95.
6. Click on the
LCD Screen
tab. Figure 2-95.
Figure 2-95
Figure 2-94
Page 77
2 - 49DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
7. This will open the
Edit message
screen.
Figure 2-96.
8.
Line One, Line Two, Line Three
, and
Line
Four
are the fields where you can edit the message text. Make any changes you need to, the text will appear in the simulated LCD screen above as it would at the keypad.
9. When done, Click on the OK button.
10. This will return you to the
Add/Edit LCD
Message
window. Click on the
Close
button
or Select another message and
Edit
.
Figure 2-97.
Figure 2-96 Figure 2-97
Page 78
2 - 50 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. Click on the Add button on the Add/Edit LCD Messages window. Figure 2-98.
2. This will open the Create new message
window. Figure 2-99.
3. The Message Number and the Activity Code are
preset in this screen and cannot be changed.
4. In the Description field, type in your name for
this message. Make sure the name will remind you of the full message. Figure 2-99.
5. The Timer may be changed with the arrows on
the right side of the field. This setting repre­sents the number of seconds the message will remain on the LCD screen at the keypad.
6. The Count may be changed with the arrows on
the right side of the field. This setting repre­sents the number of times the message will display on the LCD screen when an assigned tenant uses the keypad.
7. Select the Input Points (Keypads) where you
want the message to display. Only LCD Keypads will be selectable.
8. Click on the LCD Screen tab at the top of the
screen.
9. This will open the LCD Screen window.
Figure 2-98
Figure 2-99
Adding Custom Messages
Page 79
2 - 51DigiGate-700™ for Windows® - User’s Guide
DigiGate-700
for Windows
™ ®
Figure 2-100.
10. You can type your message in the four line fields and see a representation of the way it will look on the LCD Keypad screen in the display above the text fields.
11. Click on the OK button to save the new message or on the Cancel button to discard the message.
12. This will return you to the Add/Edit LCD
Message window. Click on the Close button or Select another function. Figure 2-101.
NOTE: There may be a total of 64 messages in
the system numbered from “0” to “63.” This number includes Preset and Custom messages. Preset messages are defined in the software before it is shipped to the site based on the number of LCD Keypads and messages needed for each of them. All available numbers above the Preset messages are available for Custom messages that you may define. When adding Custom messages the next available number is automatically assigned. When this number reaches 63, you have used all available messages.
Figure 2-100
Figure 2-101
Page 80
2 - 52 Setting Up a New Site
DigiGate-700
for Windows
™ ®
1. Select the message you want to delete in the listbox. Figure 2-102.
2. Click on the
Delete
button on the
Add/Edit
LCD Messages
window. Figure 2-102.
3. This will open a
Confirm
window.
Figure 2-103.
4. Click on the
Yes
button to delete the message
or on the No button to abandon the operation.
5. This will return you to the
Add/Edit LCD
Message
window. Figure 2-102.
6. Click on the
Close
button or Select another
function.
Figure 2-102
Figure 2-103
Deleting Custom Messages
Default Custom Messages
Description Message
Refer Refer a friend, Get a discount.
Please see the manager.
Supplies Packing and moving supplies are
available in the office.
Default Preset Messages
Description Message
Main This message is usually preset
to the Site Name.
Access Granted Access code verified. Please
proceed with caution when gate is fully opened.
Bad Time Zone The facility is closed at this time.
Please try again during normal hours.
Bad Keypad Zone Access to this area is not available
with this number. Please see manager.
Description Message
Bad Password The number entered is not valid.
Please try again.
Delinquent There is a question about your
account. Please contact the manager.
Hard Antipassback This code number shows no valid
entry. Please see the manager.
Soft Antipassback This code number shows no valid
entry. Please see the manager for details.
Description Message
Delivery There is a package for you in the
office. Please see the manager.
Available The larger unit you requested is
available. Please see the manager.
Page 81
Included in this Chapter
DigiGate-700
for Windows
™ ®
1. Introduction ...................................................................................
2. Move In ..........................................................................................
3. Move Out .......................................................................................
4. Delinquent ......................................................................................
5. Transfer ..........................................................................................
6. Find ................................................................................................
7. Gate ................................................................................................
8. Reports ...........................................................................................
9. Utility .............................................................................................
10. Word Processing ...........................................................................
11. Arm/Disarm ..................................................................................
12. Site .................................................................................................
13. Exit ................................................................................................
14. DigiGate on the Taskbar Notification Area ................................
15. Options ..........................................................................................
Running DigiGate-700 for Windows
Renting a Unit
Vacating a Unit
Making Tenants Delinquent or Paid-up
Move or Copy a Tenant Record to
Another Unit
Finding/Editing unit or tenant
information
Operating the Gate.
Unit Reports Misc Reports Activity Reports
System Controller Utilities Data Utilities
DigiEdit Creating Merge Documents Merge
Alarm Zone Arm/Disarm Unit
Selecting the Site in Remote Systems
Quitting the Program
Introduction DigiGate icon function
LCD Keypad Option Picture Option
Chapter 3
Operating Instructions
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™ ®
Introduction
This section deals with the operation of the DigiGate-700 for Windows program. The Setup button of the
Main Menu
was covered in Chapter 2. This chapter covers the other 12 buttons on the
Main Menu
to
provide a step by step guide of every operation in the program. This is the complete reference for normal use of the program. Once you have become familiar with the DigiGate-700 for Windows program, you can find a quick reference to the different operations in “Chapter 4, How Do I ...?”
If you have more than one site controlled by this software system, always verify that you are connected to the correct site before manipulating tenants or units. You can quickly locate this information in the center block of the status bar at the bottom of the Main Menu.
1. From the
Main Menu
, Click on the
Move In
button. Figure 3-1.
2. This will open the
Select Unit to Move In
screen. Figure 3-2.
3. Enter a valid unit number in the
Unit Number
field and Click on the OK button to open the
Move In Tenant
window shown in Figure 3-5, Page 3-4. OR If you want to find a vacant unit of the right size, Click on the
Size
field.
Figure 3-1
Figure 3-2
Move In (Renting a Unit)
Selecting a Unit
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5. This will open a list box of all vacant units for that size code. Figure 3-4.
NOTE: From this list, you can view the codes for the unit’s features, which should aid in selecting the correct type of unit for your new tenant.
6. Select a unit from the list and Click on the
OK
button.
4. This will open a list box of size codes. Select
one of the choices. Figure 3-3.
Figure 3-3
Figure 3-4
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1. This will activate a screen for additional
Tenant Information, Credit Card Information
, and
Marketing Information
.
Figure 3-6.
NOTE: The information that you must enter here depends on what was set as
Required
Fields
in Chapter 2, Page 2-11, and the fields
you have set up as
Default Values
in Chapter
2, Page 2-12, will already be filled out.
2. When you have completed this screen, click on
the
Access
tab.
1. This will open the
Move In Tenant
window
with the
Tenant
tab active. Figure 3-5.
NOTE: The information that you must enter here depends on what was set as
Required
Fields
in Chapter 2, Page 2-11. The tenant’s
Last Name
is always required.
The fields you have set up as
Default Values
in Chapter 2, Page 2-12, will already be filled out.
2. Enter the information desired.
3. Click on the
Misc
tab.
*****************************************
NOTE: If you have purchased the Picture Option, see the “Options” section at the end of
this chapter for instructions on using the option. ***************************************
Figure 3-5 Figure 3-6
Tenant Information Misc Information
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1. This will activate a screen for reviewing the unit information on the new tenant. Figure 3-8.
2. You may Click on the
Display Graphics
button to highlight their unit on the Site Monitor if you have the DigiGraphics option. If the DigiGraphics option is not installed, the button will be disabled.
3. When you are finished reviewing the unit information, Click on the
Authorized
tab.
*****************************************
NOTE: If you have purchased the LCD Keypad Option, see the “Options” section at
the end of this chapter for instructions on using the option. ***************************************
1. This activates the screen for
Access
Information
, which is required. Figure 3-7.
2. Enter a unique
Access Number
and select a
Keypad Zone
and a
Time Zone
from the list
boxes.
3. There are two
Misc Options
check boxes. The first allows you to prevent a tenant from ever being locked out or made delinquent. You may use this for Management units or for trade outs for services, etc.
4. The second allows you to
Tag
a unit.
NOTE: A tagged unit (or tenant) will display as Tagged on the
Activity Log
when the tenant enters or leaves the site. You can use this feature to denote VIP’s or problem tenants. You may also use this feature for any special situation where you want to be notified when a tenant uses the keypads.
5. When you have completed this screen, Click on
the
Unit
tab.
Figure 3-7 Figure 3-8
Access Information Unit Information
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1. This activates a screen where you can keep any other information you choose. Figure 3-10.
2. To add any Notes in the text area, Click in the text area and type freely.
NOTE: There are two buttons just above the text area. One appears as a calendar and will insert the date at the cursor when Clicked. The second is a clock and will insert the current time at the cursor when Clicked.
3. When all the information has been entered, Click on the OK button to add the new tenant(s) and send the information to the DigiGate-700 for Windows System Controller. The tenant(s) will then be able to use the Keypads to enter your location. OR Click on the
Cancel
button. This opens the
Confirm
window with a prompt “Cancel Move
In?” Click on the
Yes
button to return to the
Select Unit to Move In
screen, Figure 3-2,
Page 3-2, without moving the tenant in. Click on the No button to return to the
Move In
Tenants
screen. Figure 3-10.
1. This activates a screen where you can add other users of the unit who will have a different
Access Number
. Figure 3-9.
2. Enter the
First Name
and
Last Name
in the
appropriate fields.
3. Enter a unique
Access Number
.
4. Select a
Keypad Zone
and a
Time Zone
from
the list boxes.
NOTE: The same system required fields also apply to
Other Authorized Tenants
. These
are
Last Name, Keypad Zone, Time Zone
,
and a unique
Access Code
.
5. Click the
Add
button to add the new tenant to the list at the bottom of the screen. You can add as many tenants as you choose to the unit.
6. When you are done, Click on the
Notes
tab.
****************************************
NOTE: If you have purchased the Picture Option, see the “Options” section at the end of
this chapter for instructions on using the option. ***************************************
Figure 3-9 Figure 3-10
Authorized Information Notes
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™ ®
3. This will open the
Select units to link
window
. Figure 3-12.
4. Select a unit from the list by Clicking on the
line in the list box showing the unit number.
5. Link the unit by Clicking on the
Add
button.
6. You can continue to link as many units as needed to this tenant’s record.
7. Click on the
Exit
button when you have
completed this operation.
1. When you Click on the OK button, Figure 3-10,
Page 3-6, the program gives you the opportunity to link additional units to the tenant by opening the
Confirm
window. Figure 3-11.
2. Click on the NO button to simply add the new tenant, or Click on
Yes
to link additional units
to this tenant.
Figure 3-11
Figure 3-12
NOTE: The DigiGate-700 for Windows program will allow you to rent multiple units to the same tenant
and allow the tenant to use one access code for all the units rented. This is called “Linking” units. All of the units that are linked will contain the same tenant information. Units can be linked at the time of move in, which is explained here; or added to the tenant’s account at a later time, explained later in this chapter in the “Transfer” section.
Linking Units
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2. This will open the
Select Unit to Move Out
screen. Figure 3-14.
3. Enter a valid unit number in the
Unit Number
field and Click on the OK button to open the
Move Out Tenant
window. Figure 3-16, Page 3-9. OR If you want to find a tenant by last name, Click on the
Last Name
field and enter all or part of
the tenant’s last name and Click on the
OK
button.
NOTE: You can type a space in this field and Click on the OK button to list all tenants.
1. From the
Main Menu
, Click on the
Move Out
button. Figure 3-13.
Figure 3-13
Figure 3-14
Move Out (Vacating a Unit)
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for Windows
™ ®
5. This will open the
Move Out Tenant
window
with the
Tenant
tab active. Figure 3-16.
NOTE: All information here has been disabled (you cannot edit any information), the view is only to let you verify that you have selected the correct tenant.
6. Click on the OK button if this is the tenant you
want to move out, or the
Cancel
button to
return to the
Select Unit to Move Out
screen.
Figure 3-14, Page 3-8.
4. This will open a list of tenants with their unit
numbers. Select one of the choices and, Click on the OK button. Figure 3-15.
Figure 3-15
Figure 3-16
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™ ®
9. If this unit is Linked with any other unit(s), the
Confirm
window will appear asking if you want to “Move out linked units?” Figure 3-18.
10. Click
Yes
to vacate all linked units for this
tenant, or No to vacate just the selected unit.
7. Clicking on the OK button, Figure 3-16, Page
3-9, will open the
Confirm
window, Figure
3-17, if
Verify Prompts
is set to
Yes
in the
User IDs
setup.
8. Click
Yes
to vacate the selected unit or No to
return to the
Move Out Tenant
window.
Figure 3-17 Figure 3-18
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4. This will open a list of tenants with their unit
numbers. Select one of the choices and Click on the OK button. Figure 3-20.
1. From the
Main Menu
, Figure 3-13, Page 3-8,
Click on the
Delinquent
button.
2. This will open the
Select unit to make
delinquent or paid up
screen. Figure 3-19.
3. Enter a valid unit number in the
Unit Number
field and Click on the OK button to open the
Make Tenant Delinquent
window,
Figure 3-21, Page 3-12, or the
Make Tenant
Paid Up
window, Figure 3-23, Page 3-13.
OR If you want to find a tenant by last name, Click on the
Last Name
field and enter all or part of
the tenant’s last name and Click on the
OK
button.
NOTE: You can type a space in this field and Click on the OK button to list all tenants.
Figure 3-19
Figure 3-20
Delinquent (Making a Tenant Delinquent or Paid Up)
This selection on the Main Menu is used to mark tenant accounts delinquent or to make them current. The status of the unit selected will determine which screen is shown. i.e. If the tenant is delinquent, a screen to make them Paid Up will display. If the unit is paid up, a screen to make them Delinquent will display.
Selecting a Unit or Tenant
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™ ®
3. If you Clicked the OK button, the
Confirm
window, Figure 3-22, will open if
Verify
Prompts
is set to
Yes
in the
User IDs
setup.
4. Click
Yes
to make the selected unit delinquent,
or No to return to the
Make Tenant
Delinquent
window.
1. After making the selection, Figure 3-20, Page 3­11, the tenant screen will open with one of two titles, depending on the state of the unit. If the unit’s status is Rented, the
Make Tenant
Delinquent
window will open. Figure 3-21.
NOTE: All information here has been disabled (you cannot edit any information), the view is only to let you verify that you have selected the correct tenant.
2. Click on the OK button if this is the tenant you want to make delinquent, or the
Cancel
button
to return to the
Select unit to make
delinquent or paid up
window.
Figure 3-21
Figure 3-22
Making Tenants Delinquent
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for Windows
™ ®
Verify Prompts
is set to
Yes
in the
User IDs
setup.
4. Click
Yes
to make the selected unit paid up, or
No
to return to the
Make Tenant Paid Up
window.
1. After making the selection, Figure 3-20, Page 3­11, the tenant screen will open with one of two titles depending on the state of the unit. If the unit’s status is Delinquent, the
Make Tenant
Paid Up
window will open. Figure 3-23.
NOTE: All information here has been disabled (you cannot edit any information), the view is only to let you verify that you have selected the correct tenant.
2. Click on the OK button if this is the tenant you want to pay up, or the
Cancel
button to return
to the
Select unit to make delinquent or
paid up
window.
3. The
Confirm
window, Figure 3-24, will open if
Figure 3-23
Figure 3-24
Making Tenants Paid Up
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3 - 14 Operating Instructions
DigiGate-700
for Windows
™ ®
2. This will open the
Transfer Unit
screen.
Figure 3-26.
3. Enter a valid unit number in the
Unit Number
field and Click on the OK button to open the
Select units to transfer/copy to
window, Figure 3-28, Page 3-15. OR If you want to find a tenant by last name, Click on the
Last Name
field and enter all or part of
the tenant’s last name and Click on the
OK
button.
NOTE: You can type a space in this field and Click on the OK button to list all tenants.
1. From the
Main Menu
, Figure 3-25, Click on
the
Transfer
button.
Figure 3-25
Figure 3-26
Transfer (Move/Copy Tenant Record to Another Unit)
This selection on the Main Menu is used to move a tenant from one unit to another or to link one or more additional units to a tenant. When we use the term “Copy,” we are referring to “Linking.” When units are linked, they carry the same information on the tenant since they are all retrieving the same tenant record. Therefore, if the tenant information is changed in one unit record, the change will be automatic in all other units linked to the tenant. The only way that a link can be removed is to move the tenant out of one or more units in the linked group.
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5. The
Select units to transfer/copy to
window will open. Figure 3-28.
NOTE: The unit you selected from the screen in Figure 3-26, Page 3-14, or Figure 3-27 is the source unit, or unit you are copying from or moving. Next you are going to select the target unit, or unit that the information is going to be copied or moved to in Figure 3-28.
6. Select a unit by clicking on the line showing
that unit.
7. Click on the
Link
button, Figure 3-28, if you want to copy the information to the selected unit.
NOTE: The tenant will now occupy both units.
4. This will open a list of tenants with their unit
numbers. Select one of the choices and Click on the OK button. Figure 3-27.
Figure 3-27
Figure 3-28
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™ ®
10. Click on the
Transfer
button, Figure 3-30, if
you want to move the tenant from one unit to another.
NOTE: The tenant is moved out of the old or Source unit and moved into the new or Target unit.
8. The
Confirm
window, Figure 3-29, will open if
Verify Prompts
is set to
Yes
in the
User IDs
setup.
9. Click
Yes
to link the selected unit, or No to
return to the
Select units to transfer/copy
to
screen.
NOTE: You may repeat this process to link as many units as necessary.
Figure 3-29
Figure 3-30
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™ ®
13. Click on the
Done
button to return to the
Main
Menu
. Figure 3-32.
11. The
Confirm
window, Figure 3-31, will open if
Verify Prompts
is set to
Yes
in the
User IDs
setup.
12. Click
Yes
to transfer the tenant and return to
the
Main Menu
, or No to return to the
Select
units to transfer/copy to
screen without
transferring the tenant.
Figure 3-31
Figure 3-32
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2. This will open the
Find Unit
screen.
Figure 3-34.
3. Enter a valid unit number in the
Unit Number
field and Click on the OK button to open the
Find/Edit Unit Information
window. Figure 3-36, Page 3-19. OR If you want to find a tenant by last name, click on the
Last Name
field and enter all or part of
the tenant’s last name and click on the
OK
button.
NOTE: You can type a space in this field and click on the OK button to list all tenants.
1. From the
Main Menu
, Click on the
Find
button. Figure 3-33.
Figure 3-33
Figure 3-34
Find (Finding/Editing Unit or Tenant Information)
This selection on the Main Menu is used to find tenants or units and edit the tenant information. In general, the instructions here will follow those in the “Move In” section of this chapter. NOTE: If the fields on this screen are dimmed grey and you cannot edit any information, the fields have been disabled. Check the title bar of the window for the phrase “RECORD LOCKED.” If you see this, the information on the screen may be viewed but you may not edit. The normal reason for this is that the database record being accessed is in use in another part of the program or by another user, if you are working on a network. If your system is not on a network, close all open windows and try to access the data again. If this fails, close the program entirely, restart the program and try to access the record again.
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™ ®
5. This will open the
Find/Edit Unit
Information
window with the
Tenant
tab
active. Figure 3-36.
NOTE: The information that you must enter here depends on what was set as “Required Fields” in “Chapter 2, Page 2-11.” The tenant’s
Last Name
is always required.
6. Change the information desired.
7. Click on the
Misc
tab.
***************************************
NOTE: If you have purchased the Picture Option, see the “Options” section at the end of
this chapter for instructions on using the option. ***************************************
4. This will open a list of tenants with their unit
numbers. Select one of the choices and click on the OK button. Figure 3-35.
Figure 3-35
Figure 3-36
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11. This activates the screen for
Access
Information
, which is required. Figure 3-38.
12. Change the information desired.
13. When you have completed this screen, click on
the
Unit
tab.
***************************************
NOTE: If you have purchased the LCD Keypad Option, see the “Options” section at
the end of this chapter for instructions on using the option. ***************************************
8. This will activate a screen for additional
Tenant Information, Credit Card Information
, and
Marketing Information
.
Figure 3-37.
9. Change the information desired.
10. When you have completed this screen, click on
the
Access
tab.
Figure 3-37
Figure 3-38
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