Simplex® 506x Mortise
Installation Instructions
2
TABLE OF CONTENTS
Tools Required .......................................................................................................................................3
Exploded Install Parts ...........................................................................................................................4
A. Mortise Handing .............................................................................................................................5
B. Door Preparation ...........................................................................................................................8
C. Installing the Strike ..................................................................................................................... 10
D. Installing Outside Unit Assembly ...............................................................................................11
E. Installing Inside Unit Assembly ..................................................................................................11
F. Installing the Inside Lever ........................................................................................................ 16
G. Changing Key-In-Lever Cylinder ...............................................................................................17
H. Installing / Removing Outside Lever (Key-In-Lever) KIL ................................................... 18
I. Installing / Removing Outside Lever (Interchangeable/ ................................................... 18
removable core models)
J. Testing the Operation of the Lock ...........................................................................................21
K. Changing Combinations ..............................................................................................................21
L. How To Reset Lost or Unknown Combination ..................................................................... 23
M. Installing Rubber Bumpers ....................................................................................................... 26
M. Troubleshooting........................................................................................................................... 26
Warning: The combination of this lock has been factory preset, 2 & 4 depressed
at the same time, then 3 and then ENTER. For your security, the combination
must be changed at time of installation.
Warnings and Cautions
Important: Carefully inspect windows, door frame, door, lights, etc.
to ensure that the recommended procedures will not cause damage.
Kaba Access Control’s warranty does not cover damages caused by
installation.
Caution: Wear safety glasses when preparing door.
3
Introduction
The purpose of this manual is to instruct the installer on the proper installation
procedure for the Simplex 506x American Steel Mortise (ASM) locks. These
instructions pertain to models with and without deadbolts. For models without
deadbolts, please disregard any references to a thumbturn in the instructions.
TOOLS REQUIRED
•Safetyglasses
•1⁄2 “ (13 mm) chisel
•1⁄8” (3 mm) drill bit
• 1⁄4” (7 mm) drill bit
•1⁄2 “ (13 mm) drill bit
•21⁄8” (54 mm) hole saw
•Drill
•Awlorcenterpunch
•Hammer
•Smallflatscrewdriver
•Phillipsscrewdriver(#2)
•Finesteelfile
•Mortisingmachine
•Router
•Mortisefaceplaterouter
template
•Adjustablesquare
•Tapemeasure
•Pencil
•Tape
•Cleaningsupplies
(drop cloth, vacuum)
OPERATIONAL NOTE:
The Simplex Mortise lock is almost identical to the Simplex 5000
Cylindrical lock with the following exceptions:
1. Operation of the Lever When the lock’s handing is properly set,
only a downward rotation of lever will actuate latch.
2. Key Override Use The key override differs in that rotating the key
does not actuate the latch. To use the key override the key must
be inserted into the cylinder and rotated counter clockwise until
it stops (approximately 90 degrees) then while holding the key in
this position with one hand use the other hand to rotate the lever
downward to retract the latch. Once the lever has rotated a few
degrees the key may be released.
4
For technical assistance please call
1-800-849-TECH (8324) or 336-725-1331
The 1
1
⁄4” Mortise lock for the Simplex series comes preassembled from the
factory for a left-hand installation. It is field reversible.
Installation Qualifications
These instructions are designed for use by maintenance professionals or lock
installers who are familiar with common safety practices and competent to
perform the steps described. Kaba Access Control is not responsible for
damage,injuryormalfunctionduetoincorrectinstallation.
Outside Unit
Assembly
Outside Lever
Assembly
Mounting
Plate
Mortise Lock
Mortise Faceplate
Strike
Mortise
Spindle
Deadbolt
Thumbturn
Spindle
Bottom
Mounting
Screws
Release/Combination
Change Tool
Inside
Mounting
Plate
Screws
Allen
Wrench
Inside Unit
Assembly
Inside Lever
Top
Mounting Screws
Simplex 1
1
⁄4” Mortise Lock
506x Models
5
DOOR HANDING
Some locks also require you to specify door handing. To determine handing,
face the door from the exterior (access) side and select the corresponding diagram below.
A. MORTISE HANDING
Compare the mortise with the figure. If the mortise is the correct handing for
the door, you may skip the next section on reversing the Mortise Handing.
A. 1.1 REVERSIBLE ASM
A-1.1
1. Remove the mortise faceplate.
Place the mortise on a flat surface
for the following steps.
2. Partially extend the deadbolt:
For normal ASM, rotate hub (H) using
a screwdriver, until the deadbolt (D)
extends approximately 1/4”.
For LH (left hand) and
RHR (right hand reverse)
For RH (right hand) and
LHR (left hand reverse)
D
H
1
⁄4”
Inside Inside Inside Inside
6
A-1.1 Continued
3. Push in the latch bolt (L)
to the middle of its stroke,
and hold it there.
(Continue Step 1 and 2
to the right)
Hold the latch (L) inside the mortise, and insert the tail piece retaining tool (S) so that the tailpiece (T) will not
drop inside the mortise case. Hold the tool and the latch
with one hand, and slide up the tailpiece using a small
screwdriver.
Continue to hold tool (S). Release the latch bolt (L) and
keep the anti-friction latch (F) toward the flat side of the
latch bolt so that the bolt extends fully.
4. Pulloutthelatchbolt(L),untilitjustclearsthe
front plate.
NOTE: If you remove the bolt completely, you must
turn it 90o to re-insert it.
Rotate the latch bolt (L) 180o. Re-insert it to the end of
its stroke.
Holding tool (S) in place, re-engage tailpiece bolt (L)
(slide tailpiece down). There may be some play required
to align the parts. Remove the tool (S).
Lock Position Unlock Position
1 2Clip Clip
L
T
S
L
180°
L
T
L
T
L
F
S
L
180°
L
L
T
S
L
180°
L
180°
L
7
Release the latch to the middle of the stroke
and hold it there. Use a small screwdriver to
push the lock mechanism back on lock position
(see step 1 and 2).
IMPORTANT: The lock mechanism has to be
horizontal on lock position.
5. Release the latch bolt (L). Position
the latch bolt so that the bottom
tooth of the anti-friction latch (F)
remains inside the mortise case
as shown.
IMPORTANT: If the tooth of (F) is outside the mortise, you will not be
able to re-assemble the faceplate on the mortise.
6. If the auxiliary latch (X) is
shaped like a triangle, there is
no need to change its handing.
If the auxiliary latch (X) is
crescent shape, remove it,
turn it 180o, and replace it. The
auxiliary latch slides easily in and
out of the mortise.
L
180°
L
L
T
S
L
F
L
F (tooth)
mortise
bottom view
ASM
L
F
L
F (tooth)
mortise
bottom view
X (triangular = OK)
ASM
L
F
L
F (tooth)
mortise
bottom view
X (triangular = OK)
X (crescent = must be reversed)
180°
(re-insert)
ASM
8
7. The mortise should look like the diagram
at the right. (Check the orientation of
the latch bolt and auxiliary latch.) Check
the bevel of the mortise and change it if
required as described in section B-8 on
page 14.
B. DOOR PREPARATION
Ifusingtheinstallationjigtopreparethedoor,refer
totheinstructionsprovidedwiththejig,thenproceed
with step 7.
B-1 Mark the handle height on the edge of the door,
as determined directly from the strike.
1
1
⁄4 “
Door
(
C
L )
Lever Centerline=
Bottom Edge of Strike lip
Handle
Height
ASM
For LH (left hand) and RHR
(right hand reverse)
For RH (right hand) and
LHR (left hand reverse)
9
The axis of rotation of the handle is level
with the bottom lip of the strike.
B-2 Align the template along the vertical
center line of the mortise (CL) at the
desired handle height, and tape it to
the door.
B-3 Mark all holes and cutouts for the
mortise in the edge of the door and
remove the template.
B-4 Locate the two sets of vertical fold
lines on the template allowing you
toadjustthepositioningofthetemplate depending on the bevel of the
door.
Note: Fold lines on template are for
13⁄4” door. Some thickness and bevel
conditions may make it necessary to
re-position the template for marking
each side of the door.
B-5 If the door has no bevel, fold the template along the solid lines. Align the
fold with the edge of the door and mark the holes for the lock. Repeat on
the other side of the door. If the door has a 3° bevel, fold and align the
dashed line marked “H” on the template with the higher-beveled edge of
the door and mark the lock holes on that side of the door. Repeat on the
side with the lower-beveled edge using the dashed line marked “L.”
B-6 Prepare the cutout for the mortise in the edge of the door using a mortis-
ing machine, router and chisel (for dimensions, refer to template). Ensure
clearance is provided for moving latch parts as
indicated on the template.
B-7 When making holes, drill from both sides of the
door to prevent unsightly damage (for dimensions,
refer to template). Drill the small holes before the
large holes. This will keep small holes on location
before the 21⁄8 “ holes are made tangent with them.
Mortise
RH/LHR (ASM shown) LH/RHR
Handle
Height
10
B-8 Check the bevel of the mortise
faceplate.Ifadjustmentisrequired,
loosen the two bevel screws and
adjustmortisefrontplateangleto
match the bevel of the door (R).
B-9 Re-tighten screws.
B-10 Install the mortise with two 1 “
Phillips screws provided (Q).
B-11 Install mortise faceplate with the
two 8-32 x 1⁄4 “ screws provided (P).
C. INSTALLING THE STRIKE
C-1 Align the paper template on the door
frame to match with the desired handle
height, and along the vertical center line of
the mortise (CL), which is also the center line
of the door, allowing for any bumpers on the
door frame.
Respect applicable building codes
regarding handle height.
C-2 Select the strike for the desired handing,
according to the depiction on the template.
Mark the location of the strike cutout and
mounting screws.
C-3 Drill pilot holes for the strike mounting
screws. Mortise the door frame for the
strike dimensions shown.
33⁄8 “ (L) X 1” (D) X 1” (W)
Note: Make certain not to mortise
over screw holes drilled earlier.
( CL)
Strike
Cutout
P
P
Logo
Q
Q
R
R
Handle
Height
3 3⁄8”
11
C-4 Position the strike against the door frame and
align it with the mounting screw holes. Then
mark the outline of the strike.
C-5 Remove any material from within the strike
outline (a) so that the strike will be flush with
the door frame.
C-6 Install the strike using the screws
provided.
D. INSTALLING OUTSIDE UNIT ASSEMBLY
D-1 For door thickness of 13⁄4 “ – 2”, insert the
short square spindle (G) into the outside
housing hub. Door thickness of 21⁄8 “ – 21⁄4 “,
insert the long square spindle into the
outside unit hub.
D-2 If your lock comes with a deadbolt
thumbturn, insert the end of the
thumbturn spindle (F) into the small
spindle hole in the outside housing.
Note: Spindle will snap into place or detent
into proper position.
D-3 Place the outside housing on the door so that the bottom spindle engages
the hub on the mortise, and the top thumbturn spindle passes through
the mortise top hub if applicable. The outside unit assembly (C) will rest
flush against the door.
E. INSTALLING INSIDE UNIT ASSEMBLY
Note: Installing levers to the unit assemblies before
mounting the unit assemblies (see setion F) may ease
initial installation.
E-1 Place inside mounting plate flush against the door as
shown. For door thicknesses 13⁄4“ – 2 “ insert diagonally
(as shown) two 21⁄16 “ Phillips flat head screws (supplied
in STD door kit). For door thickness 2” – 21⁄4 “ insert
diagonally (as shown) two 23⁄8 “ Phillips flat
head screws (supplied in thick door kit).
Note: The screws must correspond to the two
through holes in the mortise.
a
G
C
F
F
Inside
Plate
Mounting
Screws
Inside
Mounting
Plate
12
Kaba Access Control warrants this product to be free from defects in material
and workmanship under normal use and service for a period of three (3) years.
Kaba Access Control will repair or replace, at our discretion, 5000 Series Locks
found by Kaba Access Control analysis to be defective during this period. Our
only liability, whether in tort or in contract, under this warranty is to repair or
replace products that are returned to Kaba Access Control within the three (3)
year warranty period.
This warranty is in lieu of and not in addition to any other warranty or condition, express or implied, including without limitation merchantability, fitness for
purpose or absence of latent defects.
ATTENTION: This warranty does not cover problems arising out of improper
installation, neglect or misuse. All warranties implied or written will be null and
void if the lock is not installed properly and/or if any supplied component part
is substituted with a foreign part. If the lock is used with a wall bumper, the
warranty is null and void. If a doorstop is required, we recommend the use of a
floor secured stop.
The environment and conditions of use determine the life of finishes on Kaba
Access Control products. Finishes on Kaba Access Control products are sub-
jecttochangeduetowearandenvironmentalcorrosion.KabaAccessControl
cannot be held responsible for the deterioration of finishes.
Authorization to Return Goods
Returned merchandise will not be accepted without prior approval. Approvals
and Returned Goods Authorization Numbers (RGA Numbers) for the 5000
Series are available through our Customer Service department in WinstonSalem, NC (800) 849-8324. The serial number of a lock is required to obtain
this RGA Number. The issuance of an RGA does not imply that a credit or
replacement will be issued.
The RGA number must be included on the address label when material is
returned to the factory. All component parts including latches and strikes
(even if not inoperative) must be included in the package with return. All merchandise must be returned prepaid and properly packaged to the address indicated.
* Simplex 5000 locks are warranted three (3) years from date of purchase.
E-Plex 5x00 locks are warranted three (3) years from date of activation.
KABA SIMPLEX®/E-PLEX® 5x00 SERIES
LIMITED WARRANTY
13
NO POSTAGE
NECESSARY
IF MAILED
IN THE
UNITED STATES
KABA ACCESS CONTROL
2941 INDIANA AVENUE
WINSTON-SALEM, NC 27199-3770
BUSINESS REPLY MAIL
POSTAGE WILL BE PAID BY ADDRESSEE
FIRST-CLASS MAIL
PERMIT NO. 1563
WINSTON-SALEM, NC
ALIGN
WITH
UPPER
RIGHT
CORNER
14
Thank you for purchasing our product. In order to
protect your investment and to enable us to better
serve you in the future, please fill out this registration
card and return it to Kaba Access Control, or
register online at www.kabaaccess.com.
This lock will be used in what type of facility?
o Commercial Building o Industrial / Manufacturing o Airport
o College / University o Government / Military o School / Educational
o Hospital / Healthcare o Other (please specify)
What area is being secured with this lock? (e.g. Front Door, Common Door, Exercise Room)
This lock is:
o New Installation
o Replacing a conventional keyed lock
o Replacing a Kaba Mechanical Pushbutton Lock
o Replacing a Kaba Electronic Access Control
o Replacing a Keyless Lock other than Kaba
How did you learn about Kaba Access Control Pushbutton Locks?
o Advertisement o Previous Use o Internet / Web o Another Use
o Locksmith o Maintenance o Training Class o Other (please specify)
What was your reason for buying this lock?
Who installed your lock?
o Locksmith o Maintenance o Other
o Check here if you would like more information on Kaba Access Control locks.
Name
Position
Company
Address
City
State ZIP (Postal Code) Country
Phone
Email
Name of Dealer Purchased From
Date of Purchase
Lock Model Number
REGISTRATION CARD
15
Notes
16
E-2 If the lock comes with a thumbturn for
passage (B), insert the thumbturn through the
inside housing (C) and secure using the spring clip (D).
Note: The tailpiece of the passage actuator (A) is
scored on several places to allow you to easily break
off the section that extends beyond the required
length to engage the passage set cam.
E-3 Hold the tailpiece (A) firmly with a pair of pliers,
adjacenttothedesiredbreakline.Withasecond
pair of pliers, grip the tailpiece on the other side
of the scored line and bend up and down until it
breaks.
E-4 For door thickness of 13⁄4“ – 2”, insert the short
square spindle (G) into the inside housing hub.
Door thickness of 21⁄8“ – 21⁄4“, insert the long
square spindle into the inside unit hub.
E-5 Put the deadbolt thumbturn (T), if applicable
in a vertical position and place the inside trim
assembly on the door so that the upper spindle
(F) engages the thumbturn and mortise hubs,
respectively. Carefully push the inside housing
flush against the door.
Door
Thickness
Inside Mounting
Plate Screws
Top Mounting
Screw
Bottom
Mounting Screws
13⁄4 ” to 2”
(44 mm to 51 mm)
17⁄8 ”
(48 mm)
27⁄8 ”
(73 mm)
5
⁄8”
(16 mm)
21⁄
8
” to 2
1
⁄4”
(54 mm to 57 mm)
23⁄8 ”
(59 mm)
31⁄4 ”
(83 mm)
5
⁄8”
(16 mm)
E-6
Insert and tighten the top and bottom mounting screws.
(Refer to the chart above for correct screw lengths.)
Warning: If using a power drill, please be careful
not to over-tighten as this could cause damage to
the mounting screws and threads.
F. INSTALLING THE INSIDE LEVER
Insert the inside lever (A) onto the inside unit
assembly. Secure the inside lever with the hex
screw (B) (supplied) using the allen wrench (C)
(supplied).
F
G
T
A
C
B
C
B
A
D
Top Mounting
Screws
Bottom
Mounting
Screws
17
G. CHANGING KEY-IN-LEVER (KIL) CYLINDER
The Simplex 5000 outside lever comes preassembled
with Kaba’s key-in-lever cylinder (Kaba 1599).
To use a different key-in-lever cylinder
follow remaining steps in this section.
G-1 Remove KIL cylinder (a) from the outside
lever (b) by removing the lever insert (e)
and the cylinder retainer (c) using a
small flat blade screw driver or small
needle nose pliers. Remove the cylinder,
then the tailpiece.
G-2
Determine the proper tailpiece (d) from the
chart below for your KIL cylinder.
You must use a Kaba tailpiece.
The K 2 tailpiece is preassembled with the Kaba 1599.
G-3 Assemble the required tailpiece (d) (supplied with your KIL cylinder).
All tailpieces must be installed vertically for proper
installation, as shown.
G-4 Insert the KIL cylinder into the outside lever
(b) and secure it with the cylinder retainer (c)
and cylinder insert (e) until the KIL cylinder is
snug and unable to move freely.
a
b
c
e
d
f
Assa 65611, Australian: Kaba experT 107K5 &
Boyd KC286, Corbin Russwin 2000-03, Kaba
1599, Schlage 23-001, Schlage Primu 20-760,
Kaba Peaks 1099
Medeco 20W200H1
Arrow C100, Sargent 10 LINE
Marks
Abloy 5277, Abloy 5477, Assa 65691,
Kaba 1539, Kaba Gemini 4730
KIL CYLINDERTAILPIECE
K1
K2
K3
K4
K5
b
a
c
e
d
18
H. INSTALLING / REMOVING
OUTSIDE LEVER
(Key-In-Lever models only)(For interchangeable
and removable cores proceed to section I)
Note: Installing levers to the unit assemblies
before mounting the unit assemblies may
ease initial installation.
H-1 Make certain the lever catch is up as shown (c).
Position the lever sleeve (f) tab correctly with the
respective notch on the lever. The lock comes
shipped with the lever sleeve already installed in
the lock housing. When installing lever, ensure
it is oriented to engage the lever sleeve to
accommodate desired lock handing as shown.
H-2 Insert one of the (supplied) keys (a) into the
outside lever (b) and rotate key counterclockwise
45 degrees. If needed, wiggle the lever up and
down while turning the key to lock onto the lever
H-3 Insert the outside lever (b) until it is flush to the
outside unit assembly. Secure the outside lever
by rotating the key clockwise 45 degrees to
horizontal position. Remove key.
Note: To remove the outside lever from the
outside unit assembly, follow the steps below.
H-4 Insert one of the (supplied) keys (a) into the
outside lever (b) and rotate it counterclockwise
45 degrees. Insert release tool (d) into the small
hole (e) under lever as shown. Gently push lever
catch up until it clicks. Remove tool, then remove
outside lever (b).
I. INSTALLING / REMOVING OUTSIDE LEVER
(Interchangeable / Removable Core Models)
Note: Installing lever to the unit assemblies
before mounting the unit assemblies may
ease initial installation.
I-1 Make certain the lever catch is up as shown (c).
Position the lever sleeve (f) tab correctly with the
respective notch on the lever. The lock comes
LH
KIL Lever Sleeve
RH
f
c
Correct
Position
Incorrect
Position
b
a
45º
a
b
d
e
c
Correct
Position
Incorrect
Position
RH
LH
IC Lever Sleeve
f
f
19
shipped with the lever sleeve already installed in
the lock housing. When installing the lever,
ensure it is oriented to engage the lever sleeve to
accommodate desired lock handing as shown.
I-2 Insert the outside lever (b) until it is flush to the
outside unit assembly (a). To secure the outside
lever, insert the release tool (d) (or screw driver)
into the outside lever as shown, and slide the lever
catch down until it clicks. Make certain lever is
attached before installing the core.
Note: For all interchangeable/removable cores
except ASSA/Medeco/Yale, proceed to section I-3.
For ASSA/Medeco/Yale cores, skip to section I-5.
I-3 Insert the supplied tailpiece (e) vertically into the
outside lever (b) as shown. Make certain that you
rotate the tailpiece so that it will align with the
interchangeable core. For screw cap type cores
(Schlage) (g), the tailpiece must be assembled
to the core first (vertical position). Insert the
interchangeable core into the outside lever.
Note: To remove the outside lever from the
outside unit assembly, follow the steps below.
I-4 Remove the interchangeable core (g).
Then remove the tailpiece (e).
Note: You may want to use needle nose pliers
for some tailpieces.
Insert the release tool (d) into the small hole (f)
under lever as shown. Gently push lever catch up
until it clicks. Remove tool, then remove outside
lever (b).
d
a
b
b
e
g
vertical
a
f
d
b
g
e
vertical
20
I-5 For ASSA/Medeco/Yale interchangeable/removable cores, the tailpiece
must be prepped for the desired length before installation.
I-6 Notice the score marks on the flat portion
of the ASSA/Medeco/Yale tailpiece. Using
the diagram to the right, locate the score
mark on your tailpiece that matches your
core prep for the intended application,
and break the tailpiece off accordingly.
Note: Using two pairs of pliers, break the tailpiece
to the desired length of the intended application by
holding one pair of pliers on the good side of the
score mark and a second pair on the other side
of the score mark. Slowly move the 2nd pair of
pliers up and down until the unneeded portion of
the tailpiece breaks free.
I-7 Insert the ASSA/Medeco/Yale tailpiece
(e) vertically into the outside lever as
shown. Make certain that you rotate the
tailpiece slightly so that it will align with the
interchangeable/removable core. Insert the
interchangeable/removable core into the
outside lever.
Note: To remove the outside lever from the
outside unit assembly, follow steps below.
I-8 Remove the interchangeable/removable core.
Then remove the tailpiece (e).
Note: You may want to use needle nose
pliers for some tailpieces.
I-9 Insert the lever release tool (d) into the small hole
(f) under lever as shown. Gently push lever catch
up until it clicks. Remove tool, then remove outside
lever (b).
YALE 6 & 7 PIN,
CYLINDRICAL – THIN DOOR
(1 3⁄8” (35 mm) to 1 1⁄2” (38 mm))
(DO NOT SHORTEN TAILPIECE -
For 1 5⁄8” (41 mm) to 2 1⁄4” (57 mm))
ASSA/MEDECO 5, 6 & 7 PIN,
CYLINDRICAL – DO NOT
SHORTEN TAILPIECE
ASSA & MEDECO 6 PIN,
EXIT & MORTISE
MEDECO 5 PIN,
EXIT & MORTISE
YALE 6 & 7 PIN,
EXIT & MORTISE
a
g
vertical
b
e
f
d
b
g
e
vertical
21
J. TESTING THE OPERATION OF THE LOCK
J-1 Rotate in the inside lever downward and hold. Ensure that the latch is
fully retracted. Release the lever and the latch should return to the fully
extended position. With code entered, the lever only rotates downward.
J-2 Enter the factory set combination: Depress buttons 2 and 4 at the same
time (& release), then press button 3 (& release), then depress the
“ENTER” button and release. You should feel a slight click as each button
is depressed.
J-3 Rotate the outside lever downward and hold. Ensure that the latch is
retracted sufficiently to clear the strike. Release the outside lever; the
latch should be fully extended.
J-4 Press the “ENTER” button only, and release, then rotate the outside
lever. The latch should not retract.
J-5 Insert one of the supplied keys into the outside lever. Rotate key coun-
ter clockwise until it stops (approximately 90 degrees), while holding
the key in this position with one hand, use the other hand to rotate the
lever downwards till it stops and hold (once the lever has rotated a few
degrees the key may be released). Ensure that the latch has retracted
sufficiently to clear the strike. Release the lever and ensure that the
latch is fully extended.
K. CHANGING COMBINATIONS
Note: The factory set combination of your new 5000 series: Press “2”
and “4” at the same time, then release. Press “3”, then release. Press
the “ENTER” button, then release. For your security, the factory set
combination MUST BE changed when lock is installed.
The combination can be easily changed using one to five of the lock’s buttons
in any order in the combination. Each button can only be used once. Note:
Three or more non-sequential button combinations are recommended for
higher security. Also, two or more buttons may be pushed together (at the
same time) as part of your new combination.
CAUTION: The door MUST BE open during this entire procedure.
Note: The combination change can be done without removing lock
from door. Ensure that the door is open during this procedure. Rotate
the outside lever (d) once to stop position and release to reset the
lock the latch should not retract.
K-1 Press the existing combination (b) followed by the ENTER button (c)
and release; do not turn the lever.
22
K-2 Insert the release tool (a) through hole in
number pad and gently lift up loop end of the
tool to depress the code change button until
you hear a click; remove tool and do not press
any buttons (proceed to K-3).
K-3 **This Step Is Very Important** Rotate lever (d)
once, and only once to clear the old combination; the
latch (e) will retract; release the lever.
K-4 Press in your new combination (b) followed by the
ENTER button (c) and release.
K-5 Rotate the lever (d) to verify that the mortise latch (e)
retracts confirming the validity of the new combination
(if you try the old combination now, it should not work).
IMPORTANT: The “ENTER” button must be depressed and released after
entering the combination. The latch will not retract until the “ENTER”
button is depressed and released.
COMBINATION SETTING RECORD
Combination Date
& ENTER
& ENTER
& ENTER
& ENTER
& ENTER
& ENTER
& ENTER
& ENTER
Caution: Check the operation of the latch by making sure that the
deadlatch stops against the strike and does not slide into the strike
opening when the door is closed. If that situation occurs, then a total
lockout may occur. This will void our warranty of the complete lock
mechanism. If necessary, correct the door over-travel by using the rubber
bumpers as described in Section M (Installing Rubber Bumpers).
c
c
b
b
a
d
d
e
e
23
L. HOW TO RESET A LOST OR
UNKNOWN COMBINATION
There is no way to determine a forgotten, unknown or lost combination from
the front or outside of the lock. However, it can be reset and recovered or
reset and changed to a new combination by following the steps in this section.
Warning: Since this procedure is of a technical nature, only technically trained
personnel in the lock and hardware field should undertake this operation. For
further assistance, call the Kaba Access Control technical support line at
800-849-TECH (8324) or 336-725-1331 between 8AM
and 5PM Eastern Standard Time, Monday through
Friday (except holidays).
L-1 Removing Lock From Door
Remove both the outside unit assembly (a) and
the inside unit assembly (b). (Reverse procedures
from sections D and E of this manual.)
L-2 Removing Combination Chamber Assembly
Carefully remove the base plate of outside unit assembly
(a) by removing the 2 Phillips screws (one screw may be
found under an inspection sticker).
Remove the combination chamber assembly (b) from
the base plate by removing the 2 Phillips
screws (c).
Remove the 3-sided dust cover (d) to fully
expose the chamber by removing 2 small
Phillips screws (e). (May be 1 screw (x) in
newer models)
a
b
c
b
a
e
d
(x)
24
L-3 Resetting and Recovery of Current Combination
To reset the code gears (a), each one of the 5 “L” shaped
legs (b) of the unlocking slide (c) must engage snugly
with the corresponding code gear pocket (d) next to it.
Position the chamber in one hand, as
shown. Hold chamber by the top screw tab
(e) and bottom screw tab (f).
Rotate the reset cam (g) back toward you
with your finger, towards the key stems (h)
as far as it will go and then release. Now
look at the code gears (a) and the unlocking slide (c). Note
that some or all 5 of the code gear pockets (d) are rotated
away from the “L” shaped legs (b) as if out of alignment.
Typically each code gear pocket will be at a slightly different distance compared to the other.
Note: Sometimes two different gear pockets are away from alignment by
exactly the same distance – this indicates that the current combination uses
two different number buttons (example, 2 and 4) depressed at the same
time as part of the combination.
Using a small flat blade screw driver or your thumbnail, depress the
key stem which corresponds to the gear pocket which has been rotated
the farthest away (out of alignment) from the “L” shaped leg. When
depressed, the key stem(s) should stay down and the corresponding gear
pocket(s) should move closer to its corresponding “L” leg, closer to alignment. Record the key stem number. This is the first number of your combination.
Continue by pressing the key stem that corresponds to the gear pocket
that was the next furthest away (do not include gear pockets that have
already been rotated). Record each key stem number that is depressed.
Continue this procedure until all five gear pockets are aligned with their
corresponding “L” shaped legs on the unlocking slide. The combination is
the recorded numbers, in the order recorded.
Note: If you depress the wrong key stem by mistake, rotate the reset cam
back toward you, (toward the key stems and release). This resets the code
gears and you must repeat the above procedure, L-3.
h
a
c
j
b
d
i
a
c
f
j
g
h
e
25
L-4 Clearing the Current Combination and Setting a New Combination
Note: Align the code gear pockets with the “L” shaped legs.
Depress the combination change button (i) located on top
of the combination chamber and release.
Rotate the reset cam back toward you with your finger
(toward the key stems) as far as it will go and release.
Enter your new combination by depressing the key
stem corresponding to the first number (1 through 5)
of your combination. For example, if the new combination is 3-2-5, then you would depress 3 first, then 2 and
finally 5. Record this new combination for future reference.
Pushtheshoulder(j)atthebottomoftheUnlocking
slide up toward the combination change button and release. If each of the 5
“L” shaped legs of the unlocking slide engages snugly inside its corresponding code gear pocket, then it confirms that the new combination has been
successfully changed. Rotate the reset cam (g) back toward you and release.
Note: If all 5 “L” shaped legs do not align fully with their corresponding
code gear pockets, repeat the procedures L-3 and L-4.
L-5 Reinstalling chamber assembly into lock and retesting
Reinstall the 3-sided dust cover over the combination chamber with the
2 small Phillips screws removed. (May be 1 screw in newer models)
Reinstall the combination chamber assembly to the base plate with the 2
Phillips screws removed.
Reinstall the base plate on to the outside lock assembly with the 2
Phillips screws removed. Make sure all parts have been reinstalled
correctly.
L-6 Reinstall lock on door by following the procedures in Sections D and E
of this manual.
L-7 Retest new combination with lock on the open door by entering the
new numbers followed by the “ENTER” button and rotating the outside
lever/knob. The lock should open and the latch should retract.
i
a
c
f
j
g
h
e
For technical assistance please call
1.800.849.TECH (8324) or 336.725.1331
26
M. INSTALLING RUBBER BUMPERS
M-1 Close the door and apply pressure making sure the
deadlatch rests on the strike plate. Standing on
the frame (door stop) side of the door, check for
gaps between the door and the frame on the three
sides of the frame (left, right, and top).
M-2 Mark locations where the gaps are approximately
3
⁄16” (5 mm). Make sure these locations are free
from grease and dust. Peel the bumpers (c)
(supplied) from their protective backing without
touching the adhesive surface and stick them on
the marked locations.
Note: Allow 24 hours for adhesive to set before testing.
The door may be operated normally during this time.
N. TROUBLE SHOOTING
SYMPTOM POSSIBLE CAUSE REMEDY
1. The outside lever always
retracts the latch after
depressing and releasing
the “ENTER” button only
(without combination).
Lock is in “ZERO”
combination.
Follow the procedure for
Changing Combinations
(Section K) except omit
steps 1 and 2 (do not enter
the existing combination).
2. The outside lever always
retracts the latch after
depressing and releasing
the “ENTER” button only
(without combination).
Activation cam has
flipped over during lost
combination procedure.
Remove outside housing
from base, remove
chamber and flip activation
cam back to correct
positon. Cams should face
opposite direction from one
another.
3. The outside lever
will not go completely
inside the outside lock
assembly.
Lever catch is
misaligned.
Insert release tool through
small hole on the outside
unit assembly (under the
lever). Using the tool,
gently push
lever
catch
up until it clicks. Refer to
Section H or I (Installing
and Removing the Outside
Lever).
C
27
SYMPTOM POSSIBLE CAUSE REMEDY
4. Correct combination is
depressed, but the latch
does not retract.
Failed to depress the
“ENTER” button.
Always depress and release
the “ENTER” button after
depressing the correct
combination.
5. Cannot remove key
from outside lever — key
is stuck.
Key was rotated 180
degrees in wrong
direction during initial
install of outside lever.
Rotate key
counterclockwise. Insert
release tool through small
hole on the outside unit
assembly (under the lever).
Using the tool, gently
push
lever
catch up until
it clicks. Remove outside
lever. Remove key. Then
follow steps in Section H or
I: Installing and Removing
the Outside Lever.
6. Mortise is hard to
retract when correct
combination and “Enter”
are entered.
Possible misalignment
between the strike and
deadbolt/latch—could be
causing excessive load
pressure on latch and
door.
See Sections B and C
for mortise and strike
installation and section M
for installation of Rubber
bumpers. (DO NOT MODIFY
STRIKE OR LATCH.)
7. Correct combination is
depressed, but the latch
does not retract.
Spindle not assembled. Remove and install spindle.
8. Passage feature will not
operate when key or
thumbturn is turned.
May not have proper
engagement between
the tailpiece and passage
actuator.
Check tailpiece length—
adjustorreplaceasneeded.
Assure engagement
between tailpiece and
actuator is correct—
See Section D and E.
9. Passage feature will not
operate when key or
thumbturn is turned.
Incorrect spindle length or
undue pressure on the
spindle causing a bind
(not straight).
See sections D and E.
Kaba Access Control
2941 Indiana Avenue
Winston-Salem, NC 27105 USA
Tel: (800) 849-8324 (336) 725-1331
Fax: (800) 346-9640 (336) 725-3269
www.kabaaccess.com
LIT1051 1012
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