dormakaba USA UVCICLASS User Manual

B.A.S.I.S.® Offline
Setup Guide
Copyright ©
and Stanley Logistics, Inc.
All rights reserved.
Printed in the United States of America.
Information in this document is subject to change without notice and does not represent a commitment on the part of Stanley Security Solutions, Inc. The software described in this document are furnished under a license agreement or nondisclosure agreement.
This publication is intended to be an accurate description and set of instructions pertaining to its subject matter. However, as with any publica­tion of this complexity, errors or omissions are possible. Please call your Stanley Security Solutions, Inc distributor or Best Access Systems at (317) 849-2250 if you see any errors or have any questions. No part of this man­ual and/or databases may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose, without the express written permission of Stanley Security Solutions, Inc.
This document is distributed as is, without warranty of any kind, either express or implied, respecting the contents of this book, including but not limited to implied warranties for the publication’s quality, performance, merchantability, or fitness for any particular purpose. Neither Stanley Security Solutions, Inc, nor its dealers or distributors shall be liable to the user or any other person or entity with respect to any liability, loss, or damage caused or alleged to be caused directly or indirectly by this publi­cation.
The Best Access Systems logo and B.A.S.I.S. are registered trademarks of Stanley Security Solutions, Inc.
Microsoft, Windows, CE, and ActiveSync are registered trademarks of Microsoft Corporation.
T80946/Rev B ER-7991-40 April 2004
FCC Compliance Statement
Note: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:
Reorient or relocate the receiving antenna.
Increase the separation between the equipment and receiver.
Connect the equipment into an outlet on a circuit different from that to which the receiver
is connected.
Consult the dealer or an experienced radio/TV technician for help.
Changes or modifications not expressly approved by the party responsible for compliance could void the user's authority to operate the equipment.
Contents
1 Introduction
Related documents 1–1 Getting technical support 1–2 How to use this guide 1–2
2 Architectural overview
B.A.S.I.S. online and offline diagram 2–3 How B.A.S.I.S. G ‘Guest’ locks work 2–4 Components and connections 2–6 Feature comparison of B.A.S.I.S. G and B.A.S.I.S. V 2–7 Setup overview 2–10
3 First-time B.A.S.I.S.®
Offline System Configuration
Installing the system 3–2 Defining the system 3–7
i
4 Setting up and
Maintaining B.A.S.I.S.® Offline Locks
Introducing B.A.S.I.S. Transport 4–1 Programming locks 4–2 Retrieving history records 4–11 Using diagnostics features 4–14
5 Managing
B.A.S.I.S.® G Cardholders
Editing cardholders 5–2 Searching for cardholders 5–10 Encoding existing cardholders 5–12
A Glossary of Terms
Terms A–2
ii
C h a p t e r
Introduction
1
Thank you for choosing B.A.S.I.S.® G and V, the world’s leading combination online and offline access control system.
Use this guide to make sure that you set up your system in the most efficient way and to get the most out of it. The initial setup of the B.A.S.I.S. G & V system is not trivial, but if done thoroughly it will pay many dividends.
Related documents
The following documents are available to help you install, maintain, or operate other related systems. See your BEST Representative for more information.
B.A.S.I.S. V Service Manual
B.A.S.I.S. G Service Manual
Alarm Monitoring User Guide
BadgeDesigner™ User Guide
FormsDesigner™ User Guide
1 – 1
Chapter 1: Introduction
Notes ID CredentialCenter User Guide
Basic Import Utility User Guide
Installation & Setup User Guide
MapDesigner™ User Guide
System Administration User Guide
Universal Interface Server User Guide
Replicator User Guide
View/Edit Only Workstation User Guide
Alternative Wiring Configurations Guide
Legato® Co-StandbyServer™ User Guide
Hardware Installation Guide
Visitor Management User Guide
Area Access Manager User Guide
Digital Video User Guide
Video Archive Server User Guide
Replication Administration User Guide
Digital Video Hardware User Guide
B.A.S.I.S. Interface User Guide
Getting technical support
Best Access Systems Representatives provide telephone technical support for all B.A.S.I.S. V products. You may locate the representative nearest you by calling 317-849-2250 Mon­day through Friday, between 7:00 am and 4:00 pm, eastern standard time, or visit us on the web at www.bestaccess.com.
How to use this guide
This manual is intended for use as a training guide and a ref­erence in the setup of a B.A.S.I.S. offline system.
Chapter 2, Architectural Overview – This chapter provides an overview of the B.A.S.I.S. online and offline worlds. If you are already familiar with B.A.S.I.S. online and offline systems, you can safely skip this chapter.
Chapter 3, First-time system configuration – This chapter pro­vides complete step-by-step instructions in the proper setup of a new offline system.
1 – 2
Chapter 4, Setting up and maintaining offline locks – This chapter provides complete step-by-step instructions on the proper setup of offline locks.
Chapter 5, Managing B.A.S.I.S. G Cardholders – This chapter provides complete step-by-step instructions on adding, modi­fying, deleting and searching cardholders.
Chapter 1: Introduction
that are specifically used in the B.A.S.I.S. software. Terms that appear in the glossary are set in italics when they are first used.
NotesAppendix A, Glossary – This appendix provides a list of terms
1 – 3
Chapter 1: Introduction
1 – 4
C h a p t e r
Architectural overview
2
This chapter describes the ‘big picture’ of the online B.A.S.I.S.® access control system world and how the offline B.A.S.I.S. G and V product fits into that world.
The B.A.S.I.S. product line is composed of two general architectural models used to address the security needs of most customer requirements and applications. These two models can be gen­erally categorized as
In an online application most access control deci­sions are performed by a component called an Intelligent System Controller (ISC) or Access Panel. The ISC is a circuit board with on-board memory, and this on-board memory must be configured by users who understand access con­trol functions and features.
online and offline.
2 – 1
Chapter 2: Architectural overview
Notes This configuration is accomplished through an operator
entering data on or through a computer called a server. In the world of B.A.S.I.S. this server is a computer where the access control system database resides. An operator can enter con­figurations in the server database through a B.A.S.I.S. appli­cation that resides on the server or through one of many possible B.A.S.I.S. workstations that exist on the access con­trol network.
2 – 2
Chapter 2: Architectural overview
B.A.S.I.S. online and offline diagram
The B.A.S.I.S. system is capable of being configured as both an online and an offline access control system. This means that with B.A.S.I.S. you can manage readers, locks, control­lers, in fact, any access control hardware, whether or not they are wired directly to a panel or not.
This diagram describes a typical combined online and offline B.A.S.I.S. system.
Figure 2.1 B.A.S.I.S. online and offline diagram overview
PDA
B.A.S.I.S. G/V Workstation
Encoder
Server
LAN/WAN
Notes
Workstation
ISC
RIM
B.A.S.I.S. Offline Lock
B.A.S.I.S. Best Access Systems Integrated Solutions CR Card Reader DC Door Contact IDH Max Integrated Door Hardware Lock ISC Intelligent System Controller LAN Local Area Network LK Lock PDA Personal Digital Assistant RIM Reader Interface Module RQE Request-to-exit switch WAN Wide Area Network
IDH
Max
Lock
CR
RIM
LK
Analog Camera Analog Camera
DCRQE
IP Camera IP Camera
Alarm Output Board
Alarm Input Board
Siren
Strobe
Motion detectors
Glass brk sensors
Tamper sensor
Video Server
2 – 3
Chapter 2: Architectural overview
Notes
How B.A.S.I.S. G ‘Guest’ locks work
B.A.S.I.S. G offline locks are designed primarily for the col­lege and university dormitory. But they can be effectively used in any application where a room has continuous occu­pancy change over a period of time, or where the lock loca­tion is remote or isolated enough that going out to reprogram the lock becomes undesirable.
Guest functionality then is the lock feature that enables you to add and delete users to and from the lock without having to go out and visit the lock to reprogram it.
Operation
B.A.S.I.S. G allows that a range of badge numbers be pre-pro­grammed into the lock unit securing a dormitory room. These badge numbers are available for issue and reuse as students are assigned to their dormitory accommodations. The badge number is automatically issued to a student when the lock for the room is chosen in the cardholder setup screen. The card number from the assigned range can then be encoded and presented to the student for use in his or her assigned room.
New students may be assigned access to a particular room by using badge IDs from the same range without ever needing to re-program the lock. By taking advantage of the issue code look ahead feature, a badge ID issued with an incrementally higher issue code will deactivate any other like badge ID for the lock.
The following diagram describes the design and process that B.A.S.I.S. G locks use to achieve the guest functionality.
2 – 4
Figure 2.2 Guest functionality diagrammed
Chapter 2: Architectural overview
Notes
1001 issue code: 00
Lost card Newly
encoded card
1001 issue code: 01
B.A.S.I.S. G Lock Same B.A.S.I.S. G Lock
Issue codes
00 01 02 03
offset of 1
range of 3 valid issue codes
Auto
update
Issue codes
01 02 03 04
after use of the 1001 issue code 01 card
lost card does not work
new offset
new range
The diagram uses the following issue code look ahead values:
Look ahead
Value
function
Offset 1
Range 3
Number of issue
2
code digits
Also instructive is to see what happens when the issue code has reached its limit. Let’s look at another diagram to see what happens in this case. The issue code look ahead values remain the same.
2 – 5
Chapter 2: Architectural overview
Notes
Figure 2.3 Guest functionality in rollover diagrammed
1001 issue code: 99
Lost card Newly
encoded card
1001 issue code: 00
B.A.S.I.S. G Lock Same B.A.S.I.S. G Lock
Issue codes
00 01 02
offset of 1
range of 3 valid issue codes
Auto
update
Issue codes
00 01 02 03
after use of the 1001 issue code 00 card
new offset
new range
lost card does not work
Components and connections
The following diagram describes the system ‘family’ – all the types of hardware and software that it takes to create an offline B.A.S.I.S. system.
Components include:
B.A.S.I.S. software, version 5.8, build 41b or higher
Dedicated computer, see your BEST representative for
complete details
B.A.S.I.S. G or V lock, includes cylindrical, mortise or exit
hardware trim models
Personal digital assistant (PDA). See www.bestaccess.com
for supported models.
Encoder
magnetic stripe
smart card (contact the factory for proper application)
Cables
computer to PDA
PDA to lock (requires PDA proprietary cable and BEST
part number BASD-CAB).
2 – 6
Chapter 2: Architectural overview
Feature comparison of B.A.S.I.S. G and B.A.S.I.S. V
The differences between B.A.S.I.S. G and B.A.S.I.S. V can be confusing since they share many of the same features. The following table compares the two systems side by side.
B.A.S.I.S.
Feature Description G V
Guest (dormi­tory feature
Look ahead Issue code look ahead feature through off-
Encoding Provides the ability to encode both mag-
Passage mode
Deadbolt override
Key override event
activa-
Use
tion date
Use deactiva­tion date
Two card con­trol
Enforce use limit
Provides the ability to issue pre-created badge ID's to students. This supports the assignment of one reader directly to the badge. Other readers may be assigned to the badge through normal access level assignment.
set and range fields.
stripe and smart cards from the card­holder/badge tab. Smart cards are encoded using magstripe or Wiegand simulated formats.
Allows the cardholder to place the reader into an unlocked mode. This status is cleared only by another passage mode attempt or reader mode change occur­rence.
Allows the cardholder to retract the dead­bolt.
An event logged into history whenever the key override feature is used in a mor­tise lock. Not supported in Cylindrical.
Determines if the lockset will use the acti­vation date field stored in the cardholder record when validating. This option has no impact on Dormitory functionality.
Determines if the lockset will use the deactivation date field stored in the card­holder record when validating. This option has no impact on Dormitory func­tionality.
Requires that two valid users must present their cards in order to unlock the door.
Allows for the temporary use of cards. After a certain number of uses the card is disabled. The number of uses is config­ured through the badge tab.
Notes
2 – 7
Chapter 2: Architectural overview
Notes
B.A.S.I.S.
Feature Description G V
Denied attempts
Logging (grant, denies, status)
Daylight sav­ing time
128K RAM 5000 Users/History
Card formats (8)
Magnetic 5 bit ABA data only track 3 tracks
Wiegand Any valid Wiegand format
Online mode Automatic (time zone control of reader
Includes attempts count and time out duration. Sometimes referred to as ‘Three strikes your out.’
Provides the ability to filter the displaying/ logging of history events. This feature is implemented at the Management System level.
Support for all OS world time zones.
Support for up to eight card data formats per reader. Facility codes are assigned through card formats.
mode), Facility Code, Card Only, Unlocked, Locked, Card and Pin, and Card or Pin.
always logged
config­urable
1 & 2
Reader modes (auto­matic unlock/ relock)
This feature provides the ability to change operational modes at specified periods through time zone control. The current modes would be Facility Code, Card Only, Unlocked, Locked, Card and Pin, Card or Pin, and First Card Unlock.
Unlock dura­tion
Extended unlock
The amount of time that the lockset will remain unlocked for a valid access grant.
This feature provides the ability to extend the unlock duration for certain cardhold­ers.
Chassis type Cylindrical & Mortise with support for a
user defined type ‘Custom’.
Holidays Special days of the year can be catego-
rized as one of eight types.
Time zones Time Zones are necessary for the use of
Access Levels. A time zone can be com­prised of up to six intervals.
Access levels Access Level assignment to readers.
Battery warn/ alarm
Panel pass­word
Diagnostics (PDA)
Reported through the activation of LED’s and the lock internal sounder.
Communication password is configured at the Access Panel level.
The PDA will support the capability of per­forming diagnostics on the lockset.
2 32
8 32
4 32
2 – 8
Chapter 2: Architectural overview
B.A.S.I.S.
Feature Description G V
Cycle count/
reset
DIagnostics
code
Backup bat-
tery level
Electronics
level
Unlock once This feature allows for the unlocking of
Reader mode This feature allows for the setting of the
Reader sup­port
The lockset will maintain a current count of access grants. The count can be reset by the user.
This code provides some feedback of the lockset's status.
Displays the current level of the backup battery.
Displays the current level of the main electronics battery.
the door for the unlock duration.
current operating mode directly to the reader through the PDA. This action would override the online mode set at the management system level. All online reader modes are supported.
Dual Validation
Notes
Magstripe track 3 tracks
Smart Card
HID Proximity
Motorola Proximity
Batch update This feature allows for the bulk updating
of Activation/Deactivation Dates.
1 & 2
2 – 9
Chapter 2: Architectural overview
Notes
Setup overview
In the next chapter you will find complete step-by-step instructions on the first-time configuration of a B.A.S.I.S.® offline system. But listed here are the major steps of that pro­cess and cross-references where you can find each corre­sponding task.
Task 1 Install the system components. This task begins on page 3-2.
B.A.S.I.S. Software, see page 3-2.
Encoder, see page 3-3.
PDA, see page 3-5.
B.A.S.I.S. Transport, see page 3-6.
Task 2 Define the system. This task begins on page 3-7.
Card formats, see page 3-7.
Badge types, see page 3-9.
‘Virtual’ offline access panels, see page 3-13.
Guest readers, see page 3-15.
Task 3 For B.A.S.I.S. V configuration only, set up time zones, holi-
days, access levels, and cardholders.
2 – 10
C h a p t e r
3
First-time B.A.S.I.S.®
Offline System Configuration
You are now ready to start setting up your B.A.S.I.S.® offline system. The following tasks do not include the installation of the locks them­selves. The installation of the B.A.S.I.S. G or B.A.S.I.S. V locks are fully described in the fol­lowing installation instruction documents. Con­tact your BEST Representative for a copy of these documents:
Title
Installation Instructions for Electronic Stand-alone Cylindrical Locks
Installation Instructions for Electronic Stand-alone Mortise Locks
Installation Instructions for Electronic Stand-alone Exit Hardware Trim
Doc number
T61835
T61836
T61828
3 – 1
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Notes Make sure that the B.A.S.I.S. G or V locks are at least on site
and ready to be programmed. Locks may be programmed before installation.
Installing the system
Make sure that you have the following components before you start installing the B.A.S.I.S. Offline system:
B.A.S.I.S. software, version 5.8, build 41b or higher
Dedicated computer, see your BEST representative for
complete details.
Personal digital assistant (PDA). See www.bestaccess.com
for supported models.
Encoder,
magnetic stripe
smart card (contact the factory for proper application)
Cables
computer to PDA
PDA to lock (requires PDA proprietary cable and BEST
part number BASD-CAB).
Installing the B.A.S.I.S. software
Before installing the B.A.S.I.S. software, also make sure that you have completed the following checklist.
Determine whether your database will use Microsoft SQL
Server, Oracle, or MSDE.
Make sure you have an Information Technology person
who can configure the computer’s TCP/IP protocol.
Make sure you have an Information Technology person
who can set up a server with the appropriate server soft­ware.
Get the hardware key or ‘dongle.’
For complete B.A.S.I.S. online software installation and con­figuration, see the
Guide. Contact your BEST Representative for a copy.
B.A.S.I.S. Installation and Setup User
3 – 2
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Installing the encoder
Two types of encoders are available for the B.A.S.I.S. Offline system:
Magnetic stripe encoder
Unitech model MSR206
part number MSR206-33
Smart card encoder
GemPlus model GEMPC410
part number GCR410-P
BEST part number 1825235
For proper setup of the smart card encoder, contact your BEST Representative.
The card encoder or some type of encoding device (that is, an encoder or a printer with a built-in encoder) is required for B.A.S.I.S. G locks. So the following instructions are required for B.A.S.I.S. G functionality, but optional for B.A.S.I.S. V. For a comparison of B.A.S.I.S. G and V, See “Feature comparison
of B.A.S.I.S. G and B.A.S.I.S. V” on page 2-7.
Notes
These instructions assume a stand-alone encoder.
To set up the encoder
1 Click Start > Programs > B.A.S.I.S. ET > System
Administration.
2 At the login window type your user name and password
and then click OK.
If you do not know your user name or password, see your System Administrator.
3 Click Administration > Workstations.
4 From the Workstation tab, confirm that the name of your
computer is in the list. If your computer is not in the list, add your workstation by using the browse button and select your workstation.
5 Click Add.
6 Type the name of your computer or click the browse
button and browse the network for your computer.
7 Click OK.
8 Click the Encoder tab.
9 Confirm that the encoder is physically connected to a COM
port on the computer, preferably COM1, and is powered on.
3 – 3
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Notes 10 Click Add.
Figure 3.1 Configuring the encoder
Click to test whether the encoder is online
11 Under Encoder Settings, in the name field, type a name for
the encoder.
12 In the Encoder Type field, select:
Magstripe Swipe Reader/Writer (Model 712 or 722)
13 Click Test.
Note The encoder can be tested at any time by returning to the
Encoder tab. You do not need to put the encoder in modify mode to test the encoder.
14 Click OK.
15 Close System Administration.
3 – 4
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Installing the PDA
The Personal Digital Assistant (PDA) is your link from the B.A.S.I.S. workstation to the B.A.S.I.S. G and V lock.
With the help of your computer network administrator, if nec­essary, perform the following steps to set up the connection between the PDA and the B.A.S.I.S. workstation.
To install Microsoft ActiveSync
1 Connect the PDA to the B.A.S.I.S. workstation.
2 Install Microsoft ActiveSync.
3 When prompted, set up a partnership with this computer
and remove all check marks associated with programs.
4 Restart the computer after ActiveSync completely installs.
5 Test the encoder and confirm ActiveSync connectivity
before proceeding. To test the encoder, see page 3-4.
Note When ActiveSync is running, the ActiveSync icon, shown in
the taskbar on the PC’s desktop, is green. When ActiveSync is not running, the icon is gray.
Notes
3 – 5
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