Lift-Master VERSA XS User Manual

TM

Versa XS

Quick Start Guide

Versatile Access Control Programming Software

for EL25

PAGE 1

TABLE OF CONTENTS

TABLE OF CONTENTS

VERSA XS SET UP AND OVERVIEW . . . . . . . . . . . .2-5

About Versa XS . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

System Requirements . . . . . . . . . . . . . . . . . . . . . . .2

Direct Connect to the EL25 . . . . . . . . . . . . . . . . . . . .3

Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Starting Versa XS . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

UNIT MANAGEMENT . . . . . . . . . . . . . . . . . . . . . . . .7-15

Create a Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Unit Configuration . . . . . . . . . . . . . . . . . . . . . . . .8-14

Unit Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

TENANT MANAGEMENT . . . . . . . . . . . . . . . . . . . .16-21

Adding a Tenant Record . . . . . . . . . . . . . . . . . . . . .16

Viewing Tenant Information . . . . . . . . . . . . . . . . . . .16

Tenant Information Window . . . . . . . . . . . . . . . .17-18

Tenant Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Directory Codes . . . . . . . . . . . . . . . . . . . . . . . . .10-21

Credential Bulk Loading . . . . . . . . . . . . . . . . . . . . .21

REPORTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-24

Transaction Repor ts . . . . . . . . . . . . . . . . . . . . . . . .22

Unit Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Credential Reports . . . . . . . . . . . . . . . . . . . . . . . . .23

Tenant Repor ts . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Exporting Repor ts . . . . . . . . . . . . . . . . . . . . . . . . . .24

Printing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . .24

SENDING/RECEIVING DATA COMMUNICATIONS .25-29

Transfer Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Using Direct control . . . . . . . . . . . . . . . . . . . . . . . . .26

Real-Time Monitoring and Transactions . . . . . .27-28

Communications-Auto-Configure . . . . . . . . . . . . . .29

Communications-Custom Configure . . . . . . . . . . . .29

VERSA XS SETTINGS . . . . . . . . . . . . . . . . . . . . . .30-32

Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . .30-31

Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Exit Versa XS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

APPENDIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

NOTES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34-36

CONTACT & COPYRIGHT

INFORMATION . . . . . . . . . . . . . . . . . . . .BACK COVER

NOTE: This manual has basic information about the functions of Versa XS. If additional information is needed please
review the Versa XS Advanced Programming Manual located on the Versa XS CD

VERSA XS SET UP AND OVERVIEW

PAGE 2

VERSA XS SET UP AND OVERVIEW

ABOUT VERSA XS

Versa XS is a Windows®-based software application that allows you to use your personal computer to conveniently
manage tenant and unit data for one or more EL25 units.Versa XS uses a Microsoft Access

®

database (.MDB file) to
store information associated with the unit(s). With Versa XS’s Send Data features, this information can then be easily
transmitted(i.e., uploaded) to the unit(s) via modem or direct connection.

Versa XS also allows you to receive (i.e., download) data from EL25 units. This is a necessary feature because each
EL25 unit has its own database, and data added to the unit via the unit’s keypad or your touch-tone phone will not be
added to Versa XS’s database until it is received from the unit. It is impor tant to keep both databases updated so there
is no mismatched data.

SYSTEM REQUIREMENTS

Your system must have Windows 98 or higher and the following:

NOTE: For databases having a large number of access codes (e.g., a combination of 1000 or more directory codes,
entry codes, cards, etc.), Chamberlain strongly suggests using the recommended hardware.

Microsoft Windows®NT, 2000 or XP

Pentium 333-megahertz (MHz) (Pentium II 400-megahertz (MHz) Recommended)

128 MB of available RAM (256 MB Recommended)

240 MB of hard disk space (300 MB Recommended)

Internet Explorer 5.0 and/or Shockwave Flash Player (version 5.0 or later)

Hayes-compatible modem connected to a COM por t

CD ROM

800 X 600 Display Setting

Microsoft Windows®98 or ME users

Pentium 233-megahertz (MHZ) (Pentium II 400-megahertz (MHz) Recommended)

64 MB of available RAM (128 MB Recommended)

240 MB of hard disk space (300 MB Recommended)

Internet Explorer 5.0 and/or Shockwave Flash Player (version 5.0 or later)

Hayes-compatible modem connected to a COM por t

CD ROM

800 X 600 Display Setting

DIRECT CONNECT TO THE EL25

TO CONNECT DIRECTLY TO THE EL25 USING A PC

1. Locate pin connector J301 on the main board of the EL25.

2. Plug 3 pin connector of the Direct Connect cable (part number 002B0731) into J301.

3. Plug 9 pin connector into 9 pin port located on your PC.

VERSA XS SET UP AND OVERVIEW

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Direct Connect
Cable

J301
Direct Connect
Connector

INSTALLATION

Important: Users cannot run Versa XS on a central server from remote workstations. All users must have Versa XS
installed on their local computer.

To Install Versa XS:

1. Start Windows®.

2. Place the Versa XS CD in the CD ROM drive. Versa XS will automatically start the installation process; follow the
on-screen prompts. If the installation process does not automatically start, continue with the instructions below.

3. From the taskbar, click Start >> Settings >> Control Panel.

4. From the Control Panel window, double-click on Add/Remove Programs.

5. From the Add/Remove Programs screen, click the Install/Uninstall tab or Add New Programs button (depending on
you operating system). Click Install or the CD or Floppy button.

6. Follow the on-screen prompts.

NOTE: Versa XS may prompt you to reboot your computer one or more times during the installation process. This is
required by Microsoft

®

. If after each reboot Versa XS does not automatically continue with the installation, double-click

on the setup.exe file in the Versa XS subdirectory.

You have completed the installation.

VERSA XS SET UP AND OVERVIEW

Starting Versa XS

From the Desktop (if a shortcut exists):

Double-click the Versa XS icon,

OR

From the Start Menu:

1. Click the Start button.

2. From the Start menu, select Programs >> Versa XS >> Versa XS.

If the Versa XS Password screen appears, enter password.

For information on enabling/disabling passwords, review the Versa XS software manual contained on the Versa XS CD.

NOTES:

• Versa XS is the default name of the program group and will appear unless you change the program group name

at installation.

• To create a shortcut to Versa XS, drag the Versa XS.exe file icon onto the desktop (see your Windows User Guide
for details).

• At startup, Versa XS will display the Main Screen. See Main Screen, page 5 for more information.

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VERSA XS SET UP AND OVERVIEW

PAGE 5

MAIN SCREEN

Each time you activate the Versa XS program, the Main Screen will be displayed.

The Main Screen is divided into different areas: Title Bar, Main Menu, Tool Bar, Unit List, Parent Window and Status Bar.

• Title Bar: Displays the name of the application Versa XS, followed by the currently used database path.

• Main Menu: Displays the names of the menus. Clicking a menu name displays a list of commands for accessing

Versa XS functions.

• Tool Bar: Displays icons that allow you to perform various Versa XS functions.

• Unit List: Displays the units stored in the current database.

• Parent Window: Displays windows currently in use (i.e.Tenant Information windows, New Unit windows, etc..)

• Status Bar: Displays helpful information for the window currently selected.

Main
Menu

Tool Bar

Unit List
Area

Status
Bar

Parent
Window

Title Bar

VERSA XS SET UP AND OVERVIEW

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ICONS

Unit Management

New Unit: Used to create a

new unit.

Time Zones: Used to
set up time zones
(schedules).

Doors: Used to define
and enable/disable devices
connected to the EL25.

Tenant Management

New Tenant: Used to create

a new tenant.

New Tenant Group: Used to
create a new tenant group.

Bulk Load Credentials: Used to
enter credentials (tags) into a
selected unit.

Sending/Receiving Data Communications

Direct Control: Used to

give commands to
the EL25 unit via your PC.

Custom Configurations: Used to
define connection details.

Unit Configuration: Used to
access various unit setting
windows.

Relays: Used to
open the time zones
window.

Alarms: Used to
enable/disable alarm
situations.

View Tenants: Used to display
tenant information.

New Directory Code: Used to
create a new directory code.

View Credentials: Used to
display credential (tag)
information.

Real Time Monitoring: Used to
monitor the EL25 unit.

Transfer Data: Used to exchange
information between your PC
and the EL25.

Settings: Used to
configure the unit settings.

Devices: Used to define
and enable/disable devices
connected to the EL25.

Unit Status: Used to display
selected unit's status.

View Tenant Groups: Used to
display tenant group information.

View Directory Codes: Used to
display all directory codes for a
selected unit.

Auto-Configuration: Used to
define connection details
automatically.

Firmware Update: Used to
update firmware between
your PC and the EL25.

Reports

Reports: Used to access various

report windows

Transaction Report: Used to
create spread sheets that display
credential activity.

Versa XS Commands

Password: Used to

enable/disable password
settings.

Save All: Saves information
in all open windows.

Preferences: Used to define
Versa XS settings.

Unit Report: Used to create
spread sheets on unit activity.

Tenant Report: Used to
create spread sheets that display
tenant activity.

Save: Saves information
in currently selected
window.

Help Contents: Opens On-Line
Help.

Screen Tip: Opens an information
box that displays the purpose of
the currently selected screen.

Credential Report: Used to
create spread sheets that display
credential activity.

Export: Used to convert
spread sheets created in
Versa XS to .exl or .txt formats.

Exit: Closes Versa XS.

UNIT MANAGEMENT

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UNIT MANAGEMENT

Creating a Unit

You may create a new unit at any time with Versa XS. Versa XS does not require that an actual EL25 unit be installed
before allowing you to add a new unit to the Versa XS database. This enables you to configure the unit’s settings and
add tenant data before the unit is installed.

If the EL25 unit is already installed, it may already have pre-loaded tenant and unit data. In that case, Chamberlain
recommends that you create a new unit and perform a “Receive All” command before you begin to enter or edit unit and
tenant data (see Mismatch on pages 57-58 of the Advanced Programming manual for more information).

NOTE: Versa XS contains default unit settings that allow you to quickly create a unit without entering data for each unit
property.You must, however, enter a Unit Name. When creating a new unit, review the default settings on the “Unit
Settings” windows to review them to see if they need to be
modified.

To Create a New Unit:

1. From the main menu select Unit >> New Unit or from
the tool bar, click the New Unit icon. This will open the
“New Unit” window.

2. Enter the Unit Name.This is a required field.

3. If necessary, modify any default settings data for the
unit on both “Unit Settings” windows. For more
information, see Unit Settings Reference, page 11.

4. Click OK to save changes to save the entry.

The unit’s icon will appear in the Unit List (left sidebar).You
may start adding tenant records to the unit (see Adding a Tenant, page 12.)

Unit List

Unit
Icon

Unit
Name

UNIT MANAGEMENT

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UNIT CONFIGURATION

Unit Settings Reference

The Unit Settings windows allow you to modify a unit
definition. It can be accessed by selecting Unit >>
Configure >> Settings from the main menu, or from the
tool bar click the Unit Configuration icon >> Settings.

Unit Settings Reference

• Unit Name: Name that you will assign to a single
unit. This is a REQUIRED FIELD when creating a
new unit.

• Unit Type: N/A.

• Country: Select which country that the EL25 is

located in from the drop-down menu or enter
name.

• State/Prov.: Enter the state that the EL25 is located or select it from the drop-down menu.

• City: Enter the city that the EL25 is located in.

• Unit Password: Displays the unit’s current password. The unit will not allow you to program the system unless you
know the unit password.The password must have six digits (000000-999999).

• Description: Use this box to enter optional information about the unit.

• Unit No.: Up to seven (7) EL25 units can be installed on a single telephone line. Each unit must have a unique

number from 1 to 7. The unit number identifies each unit within a chain. Adding or removing EL25 units will require
the unit ID’s to be re-entered.Versa XS CANNOT change the unit number during programming.The Unit can ONLY
be changed at the unit’s keypad.

• Linked Unit Group: Select an existing group name or enter a new one.

• Connect Set: Allows you to select a pre-defined set of instructions that tells Versa XS how to connect with the unit.

A connect set can include instructions for direct connection (RS232 and COM port) or modem connection (modem
type, baud rate, and COM port). Connect sets are created when configuring your communications settings.

• PBX Digit: If a EL25 unit is connected to a PBX telephone system, it can be directed to dial a specified digit, pause
briefly (so the PBX can give the system an outside line) and then dial any 7-digit (or longer) telephone number that
has been programmed into the system.

• Rings Before Answer: Sets the number of rings before the system answers a remote call to program the EL unit.
Number can be between 0-15 (default: 5 rings). A value of 0 will NOT allow the EL25 to be programmed remotely.

• Phone No.: Enter the telephone number of the phone line currently connected to the EL25 unit.

• Override Answering Service: When enabled, Versa XS will override the answering service by dialing the line

attached to your unit, letting the phone ring the specified “Number of Rings”, and then hanging up. After a few
seconds, Versa XS will dial the same number again. The unit will immediately answer the second call.

• Number of Rings: Determines the number of rings allowed to connect to the unit when “Override Answering
Service” is enabled. Max. 9 rings.

• Retry Delay: Sets the length of time (in seconds) before Versa XS will retry to connect. When “Override Answering
Service” is enabled.

• Alternate Prefixes: When the homeowner or manager presses ## or *** on the resident phone, the unit will
disconnects from the telephone line and allow the person to send a Direct Command (##) or program the system
(***), to wait for commands. Some telephone companies offer special features that require the person to press a
preceding “#” or “*”.

• Restore Defaults: Resets the unit settings to their default values.

UNIT MANAGEMENT

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Control Settings Reference

• Record Deactivation: Allows you to preset how long
the record will be active.

• None: Records never expire.

• Fixed: Allows you to set a date when records will

become inactive.

• System Generated: Allows you to set the number of
days (from the date the record was created) before it
becomes inactive (1-1000 days, default: 30).

• Talk Time: Sets the number of seconds the visitor is
allowed to talk with the tenant (15-250 seconds,
default: 60 seconds).

• Max Visitor Call Rings: Sets the number of rings
(1-9) the unit will allow before it cancels a visitor call to the residence (default: 5 rings).

• Directory Code: Sets the directory code length to 1 or 2 digits. Decreasing the number of digits may make longer
directory codes invalid.You will need to change the longer directory codes to fit the shorter directory code length
(default 2 digits).

• Entry Code: Sets the entry code length between 3 and 9 digits. Decreasing the number of digits may make longer
entry codes invalid.You will need to change the longer entry codes to fit the shorter entry code length (default 4
digits).

• Strikes and Out: Sets the maximum number of allowable keypad errors. The Strikes and Out feature prohibits
unauthorized persons from guessing an entry code or unit password. Anyone entering an entry code or unit
password will have a set number of times to correctly enter his/her code. Each time the code is entered
erroneously, it is a “strike”. After x number of “strikes”, the system will not allow code or password entry at the unit
for 3 minutes (default: 3 attempts). Note, the system will still allow program entry from other sources (i.e. remote
location).

• On Hook Threshold Count: Sensitivity of unit to detect On-Hook from resident phone.

• Off Hook Threshold Count: Sensitivity of unit to detect Off-Hook from resident phone.

• Speaker Level: The speaker enables the visitor to hear the resident at the unit. If the speaker’s volume is too low

or too high, you may adjust it accordingly. (1 is low; 10 is high; Mute = 0: Default = 5).

• Microphone Level: The microphone receives and transmits the sounds/speech from the unit to the resident. If the
sounds are indistinguishable, or the residents are having difficulty hearing the visitor’s speech, you may adjust the
microphone volume. (1 is low; 10 is high; Mute = 0: Default = 5).

• Enable Anti-Passback: The Anti-Passback feature deters someone from “passing back” his/her access code/card
to unauthorized individuals so they can gain entry into a restricted area.

1. Timed: Requires residents to wait a defined period of time before using the same access code (card, entry

code, etc) again on the same entry device (reader, keypad, etc.). Time can be set between 1-60 minutes
(default: 3 minutes).

2. True: Requires residents to exit before entering again (and vice versa).

• Reset Credentials @ Midnight: If True anti-passback is enabled, this setting will “reset” all access codes (cards)

at midnight.

• Access Granted Beeps: When enabled, the system will respond with short beeps when the unit grants a resident
entry. However, you can disable the sound if the beeping will be disruptive to others such as a resident living or
working nearby (default: Enabled).

UNIT MANAGEMENT

PAGE 10

(Control Settings Reference Continued)

• Daylight Savings: When enabled, the system will automatically adjust the clock for daylight savings time
(default: Enabled).

• Auto Lock / Unlock Schedules: Enables Auto Lock/Unlock Schedules (a.k.a.Time Zones) for the unit. These
schedules allow you to create time periods to grant or deny access to a building or complex. Assign an
Auto Lock/Unlock Schedule to a door if you want the door to automatically unlock and lock on specific days and
times. For example, you can assign a schedule to a door so that it unlocks at 8AM and locks at 5PM (default:
Enabled). For more information about Time Zones (or other scheduling features) see Times Zones on pages 26-28
of this manual.

• Use Telephone Service: Enable this check box if the unit will use the telephone line. If this feature is disabled, the
unit will ignore its telephone line if it has one and all Telco features (e.g., call forwarding and call waiting) will be
disabled (default: Enabled).

• Direct Commands: With the Direct Command feature enabled, you can perfor m various functions (e.g., unlock a
door) from your phone. This feature is only available for a single family residence or a manager’s phone sharing a
phone line with the unit (default: Enabled).

• Voice Mail: If there is a voice mail system connected to a resident’s telephone line, the system allows the visitor to
dial an extension during a resident call. To use this feature, the visitor places a resident call, the voice mail system
answers the call, and then the visitor can dial an extension on the unit keypad. If disabled, the visitor will be
prohibited from dialing extensions during a resident call (default: Disabled).

• Enable Call Waiting: If your telephone is in use when the visitor attempts to contact you from the unit, you will
hear 2 short tones to signal that a visitor is attempting to call. You can press “2” on your phone to toggle between
the telephone call and the visitor.This feature is only available for a single-family residence or a manager’s phone
sharing a phone line with the EL25 (default: Enabled).

• Distinctive Ring: Changes how the resident phone rings when a visitor calls. This feature is ONLY available for a
single family residence.

• Ignore Facility Code: When enabled, Versa XS will ignore the facility code of cards and transmitters
(default: Enabled).

• Restore Defaults: Resets the unit settings to their default values.

Tenant Response Keys Reference

The Tenant Response Keys window allows you to define which keys on the EL25 unit will perform which functions from
the tenant/resident telephone.

• Open Door 1: Activates the relay group for Door 1.

• Open Door 2: Activates the relay group for Door 2.

• Open Door 3: Activates the relay group for Door 3.

• Open Door 4: Activates the relay group for Door 4.

• Toggle Call Waiting: Toggles between another

telephone call and the visitor.

• Extend Talk Time: Extends the amount of time you
may talk with a visitor.

• Hang Up: Hang up and deny access to the visitor.

UNIT MANAGEMENT

Devices

This window allows you to set up the devices attached to the EL25 unit.

• Device Configuration Wizard: Will open the Device
Configuration Wizard which allows you to define what
devices are attached to the EL25.

• Unit Timed Anti-Passback: Used to enable/disable and
define the keypad strike out time for the Timed Anti­Passback feature.

• Unit True Anti-Passback: Used to enable/disable True
Anti-Passback and the Reset Credentials @ Midnight
features.

• Device Name: This field is used to give the device a
descriptive name. The Main Keypad may not be
renamed.

• Device Type: This field is used to define the type of
device that is attached to the EL25 unit.

• Anti-Passback: This field is used to define Anti-Passback settings for the selected device.

Relays

The EL25 unit must have all external access control device
options configured into it. You must tell the unit what is
wired to it and how you want the devices to behave.This
screen allows you to configure each input and outputs for
each relay.

• Relays: This area allows you to name and define
relay settings.

• Relay Groups: This area is used to define relay
groups.

• Automatic Sensors: This field is used to define
any automatic sensors you may have attached to
the EL25.

PAGE 11