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SMS Express User Manual

1. View a Report 1 Click Reports 2 Choose one of the following System Express View Saved Reports i User oo W Name Phone Address Holidays by Door AutoLIniocks by Door Access by User Access by Door Issued Credential History Chapter 5 Reports 73 User gt Name Phone Address Door Holidays by Door AutoUnlocks by Door Access by User Access by Door Issued Credential History These reports can be sorted and printed to meet your requirements Delete a Report Note Reports should not be deleted Report files are regenerated after being deleted so no disk space is saved by deleting report files Some problems such as file not found errors may be encountered if report files are deleted Oo OG FP WO N Click Reports gt View Saved Reports Click the search button Click File Name Click to expand the folder of the first letter of the file name you want to delete Click the name of the file you want to delete Click the trash can button Click Yes 74 SMSExpressUserManual Using SMS Express CHAPTER 6 System Components Before you start using the SMS Express Software take a moment to get to know the components that you will be handling AD 200 Series Locks The AD 200 Series Locks are battery powered offline locks that can use various credentials PIN Prox Mag stripe Card PIN The AD 200 locks are modular and read different credentials with additional h
2. e e Security Management System LIT SoftwareManual l A A ar Ingersoll Rand Security Technologies Chapter 1 Ingersoll Rand Copyright Notice 1 Ingersoll Rand Copyright Notice O 2011 Ingersoll Rand Company This documentation and the software hardware described herein is furnished under license and may be used only in accordance with the terms of such license Information contained in this manual is subject to change without notice and does not represent any commitment on the part of Ingersoll Rand Ingersoll Rand assumes no responsibility or liability for any errors or inaccuracies that may appear in this documentation CONTACT INFORMATION Schlage Electronic Security Phone 860 584 9158 Fax 860 584 2136 www schlage com To contact a local Ingersoll Rand Security Technologies Consultant in your area go to http securitytechnologies ingersollrand com ssc asp Contents Ingersoll Rand Copyright Notice 1 Introduction 5 Technical eet scsi cp 5 Locking Device Cross Reference Table cccccccoocnnncccnnccconooonoconononononnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannrnnnnnnnnnnnnennns 6 HHD Setup 7 Installing Microsoft ActiveSync or Windows Mobile Device ooccccccccccoconcccnnncocononnncnnnnononnnnnncnnnnonononanenons 7 Determining if ActiveSync IS on The Plain A A aa 7 installing Active SO od Emm 9 Installing Windows Mobile Device Center
3. time Start Time B 00 00 AM O Check the box below each day of the week for which the user time zone will be in effect su MO TU WE TH f SA a m 4 mi Ir m B Click Save If you have entered the same time for the start and end times a window will appear to confirm the creation of a secured mode AutoUnlock If you intended to create this kind of AutoUnlock click OK If you did not intend to create this kind of AutoUnlock click Cancel and go back to step 5 NOTE The AutoUnlock will not be changed on the door until the door is reprogrammed Delete a Door AutoUnlock 4 2 Click SmarTime SMT Click Door AutoUnlocks 82 SMSExpressUserManual 3 Click to highlight the name of the door AutoUnlock you want to delete Waaka Flur 22 Hama Weekend Business Hours 4 Click Delete 5 Click Yes NOTE The AutoUnlock will still be active on the door until the door is reprogrammed Door Holidays A holiday is a defined time period during which a door remains in a secure secured lockout or passage state A holiday can span over an unlimited amount of time and is non repeatable Holidays override AutoUnlocks Up to sixteen 16 door holidays can be added to a facility Not all locks support holidays Add a Door Holiday 1 Click SmarTime SMT 2 Click Door Holidays 3 Click New 4 Enterthe name for the door holiday A name is required and must be between one 1 and thirty two 32 characters long The name
4. cccccccccccnnnccnncccconoonnccnnnonononnnnnnnonononononnnnnnnonnnnnnnnnnnnnnnnannnnnnnnnns 18 Connecting the HHD to the Desktop PC coooocnccnnncccccconcccnnncconononononnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnan 20 Installing Starting SMS Express 21 Tat MUNN SIMS EX OSS REDE 21 Starting SMS Express Unlock Key ooccccccccccccconcccnnccconononocnnnnonononononnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnonnnannnnnnnnnnnnnnnnannenoss 25 Obtaining an Unlock KEY eO ETT 25 Entering the Unlock Key oocccccccoccccccccocconcccnoncnnnnononcnnnonnnnnnnnonnnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrrnnnnnnnnnnanens 28 Setting Up the Site Quick Start 30 gelu mel acetato m 30 e 30 Setting the Facility Backup Location cccccccccooccnncccnnncnonononononnnononononennnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnannennns 32 Setting the Synchronization Folder sssrini eai Eae REDEE EERE AE adn 34 Adding System 0 6 100 se 36 Assigning a Programming iButton to SPED LocCKS occcccoocnnnccccncncnnccnnnnnnnnononcnnnnononnnnnnonnnnnnnonnrononnnnnrnnrnnonnnnnoss 38 Settings 39 Poan No NETT E 39 Credentials and DSVICO e Era danes 39 o acca eens cers secs rs ees oe cnsane a tee saves A E EEEN N 43 ii Contents PUAS cisco 46 o cated Deere ce ce lade fuse DO 48 AA O O 51 e A O A E amc eu PM e 55 Bos I0 Te IN EP ER EE EIU Tm 57 IVE eS ACCOM PRETI Ts 57 RIO0ammernACCOUN Sais alicia dali iodo nata cello 57 Mag Gata Templat
5. Close Help Manager Accounts A manager has complete access to all features in the system One manager account is included in the system by default It has the following properties Operator Name Manager Password 123456 Note Change the password on this account immediately after logging in for the first time Consider deleting this account after you have created another manager account to ensure system security The number of manager accounts should be limited for security reasons Programmer Accounts A programmer account has limited access to the system Programmers are only allowed to generate program files and tour with uplink if you are using your PC to tour your doors One programmer account is included in the system by default It has the following properties Operator Name Operator Password 123456 58 SMSExpressUserManual Note Change the password on this account immediately after logging in for the first time Consider deleting this account after you have created another operator account to ensure system security You should create a new account for each person who will have access to the system When each person has an individual account you can track the changes that were made by each system programmer Mag Card Template A mag card that is used for access control is encoded with characters Only 16 of these characters can be used by the system Some of these characters may be set to be the same fo
6. T Operator Settings Vie Monitoring Audits Facility Settings Reports Mag Card Template 48 SMSExpressUserManual 2 Click Audits Backup 3 Youcan either save purged audits to a text file or elect not to save them Click the Do not save purged audits radio button to elect not to save purged audits Click the Save purged audits radio button to elect to save purged audits 4 Click Save Purge Audits from Facility 1 Click Settings Program Settings LJ Schlage Security Management System Express Stock List Program settings HB Operator Settings Facility Settings Monitoring Audits Reports Mag Card Template al 2 Click Audits Backup 3 Click Purge Now Purge Mow 4 Click OK 5 Click Save Programming You can specify the programming method and location for programming files in the Programming tab 1 Click Settings Program Settings Chapter5 Settings 49 LJ Schlage Security Management System Express Stock List Program Settings Facility Settings Monitoring Audits Reports B Operator Settings li Mag Card Template ia 2 Click Programming LJ Program Settings Credentials and Devices I Programming 3 You can choose from four programming methods Click the radio button next to the method you want to use Program locks using a SNAP programmer Select this option if using one of the Legacy SNAP programmers Prog
7. you will be prompted to delete the credential see the credential section for details 1 Deletions Lannot be Und ne Are ou sure Mo 3 Click Yes to confirm the deletion of the user 4 Click Close to return to the Main Menu Doors Door is the generic term for any opening that can be secured with a locking device A door can be a regular internal or external entrance or exit a sliding door a cabinet etc Door is also used as a synonym for locking device or lock The Doors Window The Doors window is used to add edit and delete doors It is also used to assign and remove AutoUnlocks and Holidays and to copy SmarTime functions from one door to another Open the Doors Window Click the Doors button on the main menu to open the users window Sort Doors Click any heading to sort doors by that heading View Door Information Click on any door title to view the information for that door Add a Door 1 Click Doors 2 Click New 3 Enter the name for the door in the Name box 4 The door name cannot contain the tab or the pound character If you are using a SNAP programmer to program the doors in your facility the name of the door must be between one 1 and eight 8 characters oO Enter any optional notes in the Notes box 6 Select the type of door lock from the Type box Follow the directions below for the chosen lock type 88 SMSExpressUserManual CO 200 AD 200 1 Click the Use First Person
8. 5 b I o 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 os ID N 2a 29 30 3 Today 4 26 2007 To set a relative date click the relative date radio button and choose a number from the number drop down box and a unit of time from the unit of time drop down box Relative Date Lise current date plus Z 3 4 5 E T 5 Click Save Chapter 5 Settings 55 Backup Each time a facility is closed the system will attempt to create a backup of the facility If you want to have the option to cancel the backup you can set the system to prompt you before creating the backup This option is enabled by default Note You should always copy your backed up databases to a network share another hard drive or external USB Drive If your computer fails your databases are safe secure and recoverable Credentials and Devices Preferences Programming i Time Defaults r Facility Backup he SMS system will automatically backup your facility every time you exit the program ncheckthe Prompt before backing up Facility selection if you want the SMS system to always backup the facility when exiting Use Change Folder to select a network or removable media drive to save facility backups in a safe place Iw Prompt before backing up Facility Files will be placed in the folder specified below C Program Files x86 Schlage Security Management System Expre Change Falder Compact and Repair Database Change Back
9. 58 MB C Do not save purged audits f Save purged audits to text te file in OldAudits folder Change the Maximum Quantity of Saved Audits 1 Click Settings gt Program Settings Chapter5 Settings 47 Schlage Security Management System Express Stock List Program Settings T Operator Settings M Monitoring Audits Facility Settings Reports Mag Card Template 2 Click Audits Backup 3 Enter the maximum quantity of audits to be saved in the box Maximum Quantity of audits to save 10000000 Note This must be a number between 10 and 10 000 000 The default value is 10 000 000 4 The amount of disk space required for the number you have entered will be automatically calculated If this amount is unacceptable enter a lower number Disk Space Required 8 58 MB 5 Click Save Save Purged Audits You can elect to save purged audits to a text file If you elect to save purged audits a text file with the current date as the file name will be saved in the OldAudits folder under the Schlage SMS Express installation folder usually C Program Files Schlage Security Management System Express OldAudits FacilityName for a 32 bit Platform or C Program Files x86 Schlage Security Management System Express OldAudits FacilityName for a 64 bit Platform 1 Click Settings gt Program Settings LJ Schlage Security Management System Express Stock List Program settings
10. Express Lo m U Program Files 86 o ex Schlage Securty Management System Express J Esport 3 Facilities C Help LL Language C Logfiles C PioxXlator C Reports Cancel 4 Navigate to the new location in the Select Path window click OK Note You should always copy your backed up databases to a network share another hard drive or external USB Drive If your computer fails your databases are safe secure and recoverable 5 Click Save DO NOT click Close at this time 34 SMSExpressUserManual Setting the Synchronization Folder Microsoft ActiveSync or Windows Mobile Device created a synchronization folder on the desktop PC that the HHD uses to synchronize files with the desktop PC SMS Express must know that location The following procedure identifies the location of the synchronization folder so that SMS Express can use it 1 Inthe Program Settings window select the Programming tab S Program Settings X credentials and Devices Time Defaults Programming method settings applyto all Facilities Locks will be programmed with SMAP programmer Locks willbe programmed with this computer Files will be placed in the folder SaPragram Files Schlage Security Management System Expres siExpont Locks willbe programmed with a Pockel PC device Files will be placed in the synchronization folder caProgram FilesiSchlage Security Management System Expres siExport Change Folder Lo
11. In For AutoUnlock Schedules check box to enable disable the Use First Person In feature 2 Click to select deselect the check box es next to each credential type that can be used on this lock Credentials available in this section depend on settings selected in the Credentials and Devices section of Program Settings 3 Assign AutoUnlocks to the door if desired AutoUnlocks can be assigned to a door at any time 4 Assign holidays to the door if desired A Holidays can be assigned to a door at any time CM SPED Lock 1 Click the Use First Person In For AutoUnlock Schedules check box to enable disable the Use First Person In feature 2 Click to select deselect the check box es next to each credential type that can be used on this lock Credentials available in this section depend on settings selected in the Credentials and Devices section of Program Settings 3 Assign AutoUnlocks to the door if desired AutoUnlocks can be assigned to a door at any time 4 Assign holidays to the door if desired A Holidays can be assigned to a door at any time HandKey Il 1 Enter the reader address into the Reader Address box The address must be between 0 and 254 The address 170 is reserved and cannot be used See the HandKey Il documentation for information on locating the reader address 2 Select the connection type from the Connection Type box Check with your system administrator or see the HandKey Il documentation f
12. Scroll down the list until you see Microsoft ActiveSync f Add or Remove Programs Currently installed programs Show updates Sort by y Microsoft NET Framework 2 0 i3 Microsoft NET Framework 3 0 Microsoft ActiveSync Size 18 43MB Click here for support information Used rarely Last Used On 3 8 2010 To change this program or remove it from your computer dick Change or Remove a Microsoft Application Virtualization Desktop Client p Microsoft ASP NET 2 0 AJAX Extensions 1 0 If ActiveSync is listed then there is no need to install it on the computer f Active Sync is NOT listed then follow the instructions below to include it Chapter 2 HHD Setup 9 Installing ActiveSync 1 Insert the CD into the disc drive You may want to check for a newer version on the Internet before proceeding ta Microsoft ActiveSync 4 5 10 SMSExpressUserManual 2 Click Next i Microsoft ActiveSync 4 5 License Agreement Please read the following license agreement carefully MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT ACTIVESYNC 4 5 These license terms are an agreement between Microsoft Corporation or based on where you live one of Its afflllates and you Please read them They apply to the software named above which includes the media on which you received it if any The terms also apply to any Microsoft 3 Accept the license agreementand Click Next f Microsoft ActiveSync 4 5 Customer nformati
13. Time Defautts 3 Click to check or uncheck the check box next to enable or disable First Person In by Default mM Enable FirstPorson In by default 4 Click Save Chapter 5 Settings 53 Enable Disable Credential Default Activation and Expiration Date Setting these default dates does not mean that all credentials must abide by these rules Both activation and expiration date can be changed in the user credential settings The dates specified here will only be the default for new user records and will not affect existing user records in any way 1 Click Settings gt Program Settings Schlage Security Management System Express Stock List Program settings Operator Settings A 1 Mag Card Template DEI Ji Monitoring Audits Reports Facility Settings 2 Click Time Defaults LJ Program Settings e Credentials and Devices Freferences Time Defautts 3 Click to check or uncheck the check box next to Credential Default Activation Date to enable or disable f enabling the date continue to step 4 below fdisabling the date skip to step 5 below i Crederilial Defaull Aclivaliun Dale 4 The default activation date can be either a fixed date or a relative date To set a fixed date click the fixed date radio button and choose a date from the date drop down box by clicking on the date 54 SMSExpressUserManual fe Fixed Date 4 27 2007 O April 2007 C 1 2 3 4
14. cannot contain the tab character or the pound sign Hanes Oban 5 Set the Start Time and the End Time The date boxes are divided into three parts month day and year To enter the date click on the date part you want to change and type the value The date can also be chosen by clicking the down arrow on the right side of the date box A calendar pop up box will appear Change the month by clicking the left or right arrow at the top of the box Choose the date by clicking on the number in the calendar he time boxes are divided into four parts hour minute second and day part To enter the time click on the time part you want to change Then either type the value or use the arrow buttons on the right of the time box to increase or decrease the time Stat Time B 0O00AM t3 6 Choose the function for the holiday by clicking the radio button next to the desired function Only one function for holiday can be chosen Secure Secure is a mode that sets the door to the locked state A user who has access rights and a valid credential can unlock a door set to secure mode The door will re lock after the specified relock time Chapter 6 Using SMS Express 83 Secured Lockout Secured lockout is a mode that sets the door to the locked state and locks out all credentials except pass through credentials A user who has access rights and a valid pass through credential can unlock a door set to secured loc
15. enter mechanical key information into Schlage SMS software contact technical support 1 To add lock properties click Properties SPED Deadbolt Lock 1 Click to select deselect the Enable Lock amp Leave check box to enable disable the Lock amp Leave feature The Lock Leave Feature is a feature that applies only to SPED Deadbolts When Lock and Leave is enabled the deadbolt can be re locked from the outside of the door for a short period of time By default the Lock and Leave feature is disabled After the Device type has been chosen and set up 1 Click Save 2 Click Close to return to the main window Configure HandKey Il Setup 1 Click Doors 2 Click to highlight the name of the HandKey II door you want to edit in the list and then click Edit 3 Click Configure Setup 4 Choose one of the following 5 Get Current Settings from the Reader a Click Get Settings From Reader b The current settings will be displayed in each of the fields in the window c Click OK d Click Close 6 Change Settings in the Reader a Make changes to the desired fields b Click Update Reader c Click OK d Click Close 7 Click Save 90 SMSExpressUserManual 8 Click Close Hand Reader Setup Data Reference Info Reader Address Displays the address of the current reader as reference information The entry in Reader Address cannot be edited in this screen Operating Settings Access Retries Before Lockout Sets
16. of the main window The default look includes icons for Users Doors Access Rights SmarTime SMT Generate Program Files and Tour with UpLink You can choose to disable the icons so that the listed functions are simple buttons as shown below LJ Schlage Security Management System Express ia Facility Settings Stock List Audits Reports Help Users Doors Access Rights omarlime SMT Senelate Progam Tour with UpLink Files Facility Best Apartments 4 24 2007 1 Click Settings Program Settings LJ Schlage Security Management System Express Stock List Monitoring Audits Reports Facility Settings Program Settings Pi B Operator Settings li Mag Card Template SEIS 2 Click Preferences LJ Program Settings Programming I Time Defaults I Credentials and Devices Preferences 3 Click to check or uncheck the Use Icon Buttons on Main Window check box Preferences iv Use loon Buttons on Main Window 4 Click Save Chapter 5 Settings 45 Enable Disable Stock List Note See the Stock List section for more information 1 Click Settings gt Program Settings LJ Schlage Security Management System Express Stock List Program Settings T i Operator Settings ng Facility Settings Monitoring Audits Reports Mag Card Template 2 Click Preferences L3 Program Settings Credentials and Devices Preferences 3 Click to check or uncheck the Enable Quick Loading of
17. the installation If you want to review or change any of your instalation settings click Back Click Cancel to exit the wizard InstalShield 23 24 SMSExpressUserManual 8 Click Install The installation process will begin dr I atl Salh IC y Installing SMS Express 4 0 The program features you selected are being installed D a Please wait while the InstallShield Wizard mstalls SMS Express 4 0 This may take several minutes Status Generating script operations for action Instal Shield The wizard was interrupted before SMS Express 4 0 could be completely installed Your system has not been modified To complete installation at another time please run setup again Click Finish to exit the wizard 7 Show the Windows Installer log InstalShield 10 Click Finish SMS Express is now installed Chapter 3 Installing Starting SMS Express 25 Starting SMS Express Unlock Key After completing the installation of SMS Express you will need to obtain and Unlock Key and enter it into SMS Express Follow the instructions below Obtaining an Unlock Key 1 Double click on the desktop icon to start the SMS Express application im tchiage Security Management system Express Login Operator Name dl Password A mol e P oem 00 2 Enterthe default Username manager 3 Enterthe default Password 123456 4 Click Continue The Unlock Key Hasn t Been Entered window will open 5 Unlock Ke
18. the number of failed identification attempts allowed until a user is locked out of a reader The lockout is removed after a different user successfully accesses the door The range is 1 250 and the default is 3 Default Reject Threshold Sets the level required for a hand template to match with the stored template A read scoring below this level is considered a good read anything above is rejected Setting the level low results in a secure system but may increase the false rejection rate which reduces the convenience of use This default level is used when the individual reject threshold in the user record is set to zero otherwise the individual reject threshold overrides the default setting regardless if it is higher or lower The range is 30 250 and the default is 100 Output Mode Lock Output Mode has two options Lock sets the relay output to simply open or close Card sets the relay output to send out a number sequence that operates a Wiegand Control Module Chapter 6 Using SMS Express 91 AUX Relay Time in Seconds Number of seconds for which the AUX output contact changes its state after an event caused it to be activated The range is 0 2000 and the default is 5 Re lock Time in Seconds Number of seconds for which the door will stay unlocked after a successful identification The range is 0 2000 and the default is 5 Door Shunt in Seconds Number of seconds between the end of the relock delay time and the be
19. this icon consult the help file in Microsoft ActiveSync for information on connecting your PocketPC HHD 4 The File Synchronization Settings window will appear The location of the synchronization folder is similar to the example shown below File Synchronization Settings File Synchronization Synchronize selected files on your mobile device with the corresponding Files an this computer On this computer synchronize the Files in this folder C Documents and SettingssuserMu DacumentssWw M user Note You can copy and paste this path into the synchronization folder box on the programming tab or use the Change Folder button to navigate to this folder Chapter5 Settings 51 Time Defaults You can specify time defaults in the Time Defaults tab By changing these defaults you can save time on entries in other areas of the system 3 Program Settings Credentials and Devices Preferences Programming v Adjust for Daylight Savings Time IW Enable First Person In by default Credential Default Activation Date P Cl Use current date plus Credential Default Expiration Data r D se current date plus Enable Disable Adjust for Daylight Savings Time If this option is enabled the box is checked the system will automatically adjust for Daylight Savings Time You should check this box unless the facility is located in an area that does not use Daylight Savings Time 1 Click Settings gt Program Setting
20. to add to the mag or prox card reader see the Using an Enrollment Reader section for details OR Add a new EV1 Card 5 Click No in the Credentials Available window if it is visible 6 The Card detail window will open 7 Enter the Hotstamp number in the Hotstamp No field 8 Enter a the facility code if in use in the Facility Code field Chapter 6 Using SMS Express 97 9 Click on the Convert Hotstamp button d To add an optional PIN enter the PIN in the Optional PIN box or click Generate to have the system generate a PIN e Select the function from the Function drop down box f Click OK RSI Hand a Click the RSI Hand radio button b Click OK c Click Read Follow the prompts on the HandKey II screen Once the user is successfully enrolled the HandKey Template box will display Enrolled e Do one of the following Type the PIN number into the Card or PIN box Click Read to have the system generate a PIN for you Click Read to enter a Card and then present the card to the card reader f Select the function from the Function drop down box g Select the menu access level from the Menu Access drop down box Consult the HandKey II User Manual for more information h Select the reject threshold from the Reject Threshold drop down box Consult the HandKey II User Manual for more information i Click OK Using an Enrollment Reader After creating a cardholder you can pre populate the credentia
21. to communicate with the desktop PC NOTE If you plan to use a laptop computer instead of a HHD for programming locks then the laptop computer must be the computer you use to maintain the database Determining if ActiveSync is on the PC Installing ActiveSync on a computer that already has it installed can cause problems with the system It is recommended that you check your computer for ActiveSync before installing To see if ActiveSynch is on your computer 1 Open the Control Panel E Control Panel File Edit View Favorites Tools Help T gt d Search lg Folders Address Mame Comments Bac Filter Configures speaker Accessibility Options Adjust your comput SE Add Hardware Installs and trouble T Add or Remove Programs Install or remove pr 79 Administrative Tools Configure administr a Adobe Gamma Calibrate monitor fo o Automatic Updates Set up Windows to p ClearType Tuning Adjust your text for 8 SMSExpressUserManual 2 Open the Add or Remove Programs option f Add or Remove Programs Currently installed programs Show updates 3VR Client Applications Click here for support information To change this program or remove it from your computer dick Change or Remove fK Adobe Acrobat 7 1 0 Professional B Adobe Flash Player 10 Activex A Adobe Flash Player 10 Plugin f Adobe Photoshop CS p Adobe Reader 8 1 0 3 Select Name from the Sort by drop down box 4
22. 2 bit OS Microsoft Windows Mobile Device Center 32 bit Or Click on the following link if you have the 64 bit OS Microsoft Windows Mobile Device Center 64 bit Note You might have to scroll down the page a little to see the 64 bit download 4 Click the button labeled Download 5 Inthe File Download block that appears click Save 6 Inthe Save As block that appears navigate to and click Desktop then click Save 7 If the Download Complete block is still open after download is finished click Close Installing the downloaded file You must install the downloaded file into your computer system To install the downloaded file 1 On your computer s desktop double click the downloaded file Chapter 2 HHD Setup 19 2 When prompted click to select one of the following options Remind me Later Don t Register Register 3 Connect the HHD to your computer 4 Inthe Windows Mobile Member Center window click Set up your device In the Set Up Windows Mobile Partnership window a You can either type in a meaningful name in the Device Name block or leave the default name as is The choice is yours b Click to check the Create a shortcut on the Desktop to Windows Mobile Device Center check box c Click Set Up d When prompted click to select the Files check box you might have to scroll down some e Click Next A WMDC Partnership has now been established Finding the synchronization folder The following s
23. 98 Using SMS Express 74 V View a Report 72 View Saved Reports 71 Viewing Audits 70 ar Ingersoll Rand Security Technologies Ingersoll Rand s Security Technologies sector is a leading global provider of products and services that make environments safe secure and productive The sector s market leading products include electronic and biometric access control systems time and attendance and personnel scheduling systems mechanical locks portable security door closers exit devices architectural hardware and steel doors and frames and other technologies and services for global security markets 877 671 7011 2011 Ingersoll Rand ES 6064 Rev 01 11
24. B port and launch the Card Detail Window by clicking on the Add Credential button in the Users Window 100 SMSExpressUserManual W Card Detail Card s Mag or Prox Read Serial Read Prox USB Optional PN Generale Prox Card Format C 26 Bi Function N iiam C y Bi C 35 Bi Hotstamp No 77 Convert Hctstamo C 35 Bit Xceed ID FaciityCode A Version f C 37 Bit Xceed ID 37 Bi To convert EV1 credential data click on text entry field C 37 Bi No FC Present the credential to the PG1000 reader i Wait for the reader to beep Then cick on Convert EV1 C 40 Bit Xceed D EV1 C Proxif EV1 Card Data GE OK Cancel Help Renitialize pcProx Select the 40 bit Xceed ID EV1 card format from the list Click on the EV1 Card Data field Present your card to the PG1000 reader Wait for the reader to beep then click the Convert EV1 button You will see the card data fields populate Click OK Repeat the steps above for each additional EV1 card Oo GC A ON Deleting a Credential Delete a credential record from the facility when a credential is lost or destroyed 1 Click Users in the Main Window S Users al Users y Fred Rack s Information and Credentials Show Group All Users Persanal Information 3 User s Last Name Rack Middle Initial P Grand Albert T GROUP B 575 Firet Mame Fred Rack Fred P GROUPA 575 Oroup GROUP A SET GROUPE eje Activation Date Wed
25. Chapter 6 Using SMS Express 111 10 Put the lock in programming mode see specific locks for details j Utility Software C2 3 28 Main Screen ok A yad2UD main entrance X Utility Software Previous audit report exists overwrite Yes Device Options SUS Options About 11 Click Yes EAS 3 28 lain Screen ok n o j fs jad200 main entrance Utility Software Audits retrieved successfully Device Options SUS Options About 12 Click OK The lock has been updated 112 SMSExpressUserManual Appendix A Upgrading from Previous Versions of SMS Express It is possible to upgrade your system from a previous version of SMS Express Follow the directions below to upgrade your system Note Program Settings and other individual settings will not be backed up and will need to be re entered into the new version after upgrade 1 Backup the database a The system is set by default to automatically backup the database whenever the system is closed Make sure this feature is enabled See the Backup section of the Settings chapter for details b Close the system to backup the database 2 Copy the backed up database file to another location or folder a Open the location of the backup file b Copy the file c Paste the copied file into a new directory of your choice 3 Uninstall the current version of the SMS express a Openthe Control Panel E Control Panel Seles File Edit View Fa
26. Close at this time 32 SMSExpressUserManual Setting the Facility Backup Location Always back up the facility and store the backup file in a safe location Failure to back up the facility risks complete data loss 1 Inthe Program Settings window select the Backup tab Credentials and Devices Preferences Audits Programming Time Defaults Backup Facility Backup he SMS system will automatically backup your facility every time you exit the program Jncheck the Prompt before backing up Facility selection if you wani the SMS system to always backup the facility when exiting Jse Change Folder to select a network or removable media drive to save facility backups in a safe place Iw Prompi before backing up Facility Files will be placed in the folder APrO gram Files x86 Schiage Secu lt Change Folder Compact and Repair Database 2 Click the Prompt before backing up Facility check box if you want a reminder prompt to appear each time you close the facility Otherwise SMS Express backs up the facility automatically when you close the facility Chapter 4 Setting Up the Site Quick Start 33 3 To change the location of the backup folder click Change Folder The Select Path Window will open The default location on a 32 Bit platform is C Program Files Schlage Security Management System Express The default location on a 64 Bit platform is C Progrma Files x86 Schlage Security Management System
27. Dl Tasks Notes Files select an information type above and click Settngsto change 9 De select Favorites Synchrenizaticn Sctu gt Wizard age he infamia e wer lo ssmichronias wih you Fucel PC romyaur Do V dows MO Y ie A A E AA PES EA A vos SA O aoa TapBuler I5 14 SMSExpressUserManual 10 Select Files File Synchronization A Sunchronized Files folder will ha created an your desktop computer Hace files that you want to synchronize into this Folder Microsofl Activesync may neec to convert files when synchronizing between pour mobile device and this desktop compute Note 4 converted He may nat contain all information found in he original fle 11 Click OK auri c E PC fram your computer WVindowe PC A Information Type LJ Contacts E E3 Calendar z E mail Tasks E jj Notes Favorites Ma LI Me Media a E above and click Se Chapter 2 HHD Setup 15 12 Click Settings File Synchronization Settings File Synchronization d Synchronize selected Files an your mobile device with the corresponding Hes on this computer On this computer synchronize the Files in this folder CAD acuments and Settings ttooolidg My D acumenrkts ww M F palid Synchronized files Name Cancel 13 Take note of the synchronization folder location This information is necessary to set up SMSExpress to use the same synchronization folder as ActiveSync to transfer files properly In this ca
28. RSI Hand reader Credential Types PIN This is the only logical credential available A PIN is simply a sequence of numbers and does not require a device A PIN is easy to create has no expense associated with it but is not very secure PIN is an acronym for Personal Identification Number iButton An iButton is a microchip in a battery case Each chip has a unique serial number that is used for identification iButtons are very durable moderately priced and secure iButtons can be combined with PINs when the associated hardware provides this feature Card Mag or Prox Mag Card Mag Card is a short term for magnetic stripe card Mag Cards are low cost and secure but are susceptible to magnetic fields Prox Card Prox Card is short for Proximity Card Prox cards are also available as fobs Prox cards are more expensive than mag cards but usually perform better are not susceptible to magnetic fields and are just as secure RSI Hand An RSI Hand is the only biometric credential available Hands are always combined with a PIN The PIN can be encoded on a card mag or prox Hands have the highest available security level at no incremental cost 94 SMSExpressUserManual Credential Functions Normal A normal credential opens a door for a specified time The time span is defined by the relock delay The normal function works on all devices Toggle A toggle credential opens a door and leaves it open until it is closed ag
29. S Express Software SMS Express software is an easy to use system that provides access control and key management for both multi Chapter 6 Using SMS Express 75 family residences and commercial facilities Backup Facility Files Always back up your SMS Express facility files Back up the files to diskette CD network or flash drive The backup facility files are a safeguard in case theft fire computer virus or other disaster should strike the desktop PC that houses your database User Credentials User Credentials lets you lock or unlock a variety of locks which have been programmed to accept the credential HediButtons are for programming Black Buttons are for user access All SPED locks except SPED Deadbolts will also accept a Black Button as a programming key You can only use a Red Button to program a SPED Deadbolt HH USB Cable This cable comes with the HHD It is used to connect the HHD to a desktop PC and to USB enabled locks CO and AD series HH SERIAL Cable This is an additional cable that can be purchased separately from the HHD that connects the HHD to the CIP Computer Interface Peripheral CIP The CIP is used to connect to non USB enabled locks Use the CIP to transfer data between the non USB enable lock and the HHD Hardware Connection Prior to making facility changes in SMS or programming a lock your hardware must be connected properly Connect hardware as shown below From PC to HHD
30. S Express software NOTE The Facility name is in the lower left corner If this is not the facility for which you need to make changes go to Facility gt Open Facility and choose the correct Facility SmarTime SMT SmarTime is a collection of time based functions that allow locks to behave differently based on time restrictions SmarTime functions include User Time Zones Door AutoUnlocks and Door Holidays User Time Zones A user time zone is a defined period of time that is assigned to an access right in order to grant access to users This is different from a world time zone such as Mountain Standard Time The 24Hr X 7 Days Default user time zone is created by default in every facility This user time zone cannot be deleted or edited It is used by every lock that supports user time zones to give 24 X 7 access Any time an access right is assigned to a door that supports user time zones this user time zone is used unless another user time zone is assigned Add a User Time Zone 1 2 Click SmarTime SMT Click New Ge E Dee Enter the name in the Name box Aname is required and must be between one 1 and thirty two 32 characters long The name cannot contain the tab character or the pound sign Hame Weekday Dice ours Set the Start Time and the End Time he time boxes are divided into four parts hour minute second and day part To enter the time click on the time part you want to change T
31. Stock Credentials check box iw Enable Guick Loading of Stock Credentials Note When this box is unchecked the Stock List menu will not be available in the menu bar 4 Click Save Enable Disable Warning Messages 1 Click Settings Program Settings O Schlage Security Management System Express Stock List Pragram settings Operator Settings n ii Mag Card Template LG ll Facility Settings Monitoring Audits Reports 2 Click Preferences L3 Program Settings Programming Time Defaults Credentials and Devices Preferences 46 SMSExpressUserManual 3 Click to check or uncheck the Show All Warning Messages check box Note When this box is unchecked the warning messages will not be displayed Show All Warning Messages 4 Click Save Audits In the Audits tab you can change the maximum quantity of audits to be saved purge audits and configure how purged audits are handled 7 Program Settings Programming Time Defaults Credentials and Devices Preferences n order to improve system performance you should periodically purge the stored Audit files using the urge Now button mer the maximum arnaurnt of Audits you want te actively maintain The Disc Space Required will be utomatically calculated for you urge Now will either delete or save the oldest 50 ofthe audit list based on the selection below Maximunm uani of audits to save fio DOO Purge Now Disk Space Required 8
32. Use the standard HHD USB cable HH USB to connect the HHD to the PC To PC s To HHD s USB Port Connection Port d o WS USB Cable 5H 76 SMSExpressUserManual From HHD to USB enabled Lock AD or CO series Use the standard HHD USB cable HH USB to connect the HHD to USB enabled lock To Lock s To HHD s USB Port Connection Port esee t lt o WS USB Cable Sf From HHD to non USB enabled Lock Use the HHD Serial cable HH SERIAL to connect the HHD to the CIP then connect the CIP to the Lock NOTE Regardless of lock model smaller circle on CIP always plugs into smaller circle on Button receptacle of lock being programmed To HHD s Connection Port To CIP To Lock t l Hs Serial Cable A mE oe Chapter 6 Using SMS Express 77 Starting SMS Express Starting SMS Express requires an Operator Name and Password usually obtained from the Facility Manager 1 Double click the SMS Express icon on the desktop Wilage Sequrily Manager Fysler Capress Lugar Security Management Syste z pese at en or Mamo manager 2 Type your operator name and password in the corresponding fields then click OK The system displays the SMS Express Main Window SmarTime SMT E Generate Program Files 5 Doors Require Programming Em Tour with UpLink Facility amp cme Supply Monitor Stopped 78 SMSExpressUserManual You are now ready to use the SM
33. X Output will be activated when a signal change occurs at the AUX Input Invalid Access When checked the AUX Output will be activated when a when an invalid access event occurs Tamper When checked the AUX Output will be activated when a when the tamper switch is activated Power Failure When checked the AUX Output will be activated when a when a power failure occurs Edit a Door 4 2 3 4 5 Click Doors Click to highlight the name of the door you want to edit Click Edit Make any necessary changes Use the information in the Add a Door section as a reference Click Save 92 SMSExpressUserManual Copy SmarTime Functions from Door to Door A set of SmarTime functions AutoUnlocks and Holidays can be copied from one door to another door or to many doors This is useful if you want all or a large number of the locks in your facility to have the same AutoUnlocks and Holidays There are several things to remember when copying SmarTime functions SmarTime functions can only be copied to those doors that are capable of the selected SmarTime functions fadoor cannot manage the full number of the SmarTime functions that are being copied then only the first items in the list will be copied Holidays that are set as Passage or Secured will not be copied to doors that can only manage Holidays that are set to Secured Lockout If the door designated as the copy source has Holidays assigned that are set to Secur
34. ager pane to add a System Operator with all privileges manager The Add Manager window will open NOTE Managers have access to all SMS Express functionality EXT x Enter a name bebueen 4 and 20 characters then enter and repe a password between one and eight characters Write both down and store hem in a safe location Mams L Kirby P aszward Verify Password pe Ok Cancel Halp 3 Inthe Add Manager window Enter the person s name 4 to 20 characters Chapter 4 Setting Up the Site Quick Start 37 Enter a password 1 to 8 characters Re enter password Click OK The Add Manager window will close and the person is added to the Manager pane of the Operators window Repeat these steps for any additional Managers 4 Click Add at bottom of Operator pane to add a System Operator with Door Programming privileges only operator The Add Programmer window will open NOTE Operators have restricted access that is they can only open a facility and program locks 5S Add Programmer Enter a name between 4 and 20 characlers then enter and retype a password between one and eight characters Write bolh down and store hem in a sate locahon Mame Stan Lee Password Verify Password ia DE Cancel Help 5 Inthe Add Programmer window Enter the person s name 4 to 20 characters Enter a password 1 to 8 characters Re enter password Click OK The Add Programmer window will clo
35. ain by a toggle credential It toggles a door between locked and unlocked Freeze A freeze credential disables the credential reader After a freeze credential has been used on a lock only a pass through credential will operate the lock Present a freeze credential to return the lock to an operational state One Time Use A one time use credential opens a door only once with the normal function Once a one time use credential has been used on a door it will no longer work on that door It can still work on other doors to which is has been assigned Dogged Dogged is a credential functions that keeps the push pad pushed in and the door unlocked only on electronic dogging bars A dogged credential works as a normal credential on all other devices Pass Through A pass through credential will always unlock a lock that is in secured lockout mode regardless of how the lock was put in secured lockout mode Delete with Audit Alarm A delete with audit alarm credential will log an audit entry that the credential was used However the credential will NOT unlock the door If an alarm is available on the lock then the alarm will sound CT Aux A CT Aux credential operates the auxiliary relay of a CT Controller but not the main relay The time span the relay is activated is specified by the relock delay CT main and Aux A CT Main and Aux credential operates both the auxiliary relay and main relay of a CT controller The time span the re
36. ain the following characters lt gt 3 Click OK The name of your facility will appear in the lower left corner of the Main Menu Setting Credentials Setting credentials for a facility consists of specifying the credential type that the facility will use and setting any identifying parameters 1 Select Settings gt Program Settings in the Main Menu Chapter 4 Setting Up the Site Quick Start 31 2 Inthe Program Settings window select the Credentials and Devices tab C3 Program Settings X Programming Time Defaults Backup Credentials and Devices Preferences Audits Select the Credential and device types that will be used with this software lv PIN Code Using only 12 button keypads Iv Button Iw Card Magnetic or Proximity HandKey Schlage Electronic Programmable E Enable Lock amp Leave Set all existing locks to default 1 Serial port to be used when reading Credentials and programming 16 v The default number of digits for auto generating PINs 3 Change any of the default selections according to which credential technology your facility will be using by unselecting or selecting the appropriate credential types The default selection when you create a new facility will use PIN Codes iButtons and Card credentials Note If using AD or CO Series Locks the Using only 12 button keypads option must be checked 4 If changes are made to the default settings click Save DO NOT click
37. ange the Maximum Quantity of Saved Audits e 46 Configure HandKey II Setup 90 Connecting the HHD to the Desktop PC 20 Copy SmarTime Functions from Door to Door 93 Creating a Facility 30 Credential Functions 95 Credential Types 94 Credentials 94 Credentials and Devices 39 D Delete a Door 93 Delete a Door AutoUnlock 32 Delete a Door Holiday 85 Delete a Report 73 Delete a User TimeZone 80 Deleting a Credential 101 Deleting a User 87 Determining if ActiveSync is on the PC 7 Door AutoUnlocks 81 Door Holidays 83 Doors 88 E Edit a Door 92 Edit a Door AutoUnlock 82 Edit a Door Holiday 84 Edit a User Time Zone 80 Edit the Mag Card Template 59 Editing a User 86 Enable Disable Adjust for Daylight Savings Time 51 Enable Disable Credential Default Activation and Expiration Date 53 Enable Disable First Person In by Default 52 Enable Disable Prompt Before Backup 56 Enable Disable Stock List 45 Enable Disable Warning Messages 45 Index F Find a Card in the System 64 Find an iButton in the System 61 G Generate Program Files for Offline Doors 103 Generate Program Files for Online Doors 104 Generating Program Files 103 H Hardware Connection 76 HHD Setup 7 How the Number of Buttons Affects PINs 41 Ingersoll Rand Copyright Notice 1 Installing ActiveSync 9 Installing Microsoft ActiveSync or Windows Mobile De
38. ant to change Then either type the value or use the arrow buttons on the right of the time box to increase or decrease the time Stat Time B 00 00 4M 6 Checkthe box below each day of the week for which the user time zone will be in effect Su MO TU WE TH FA SA 5 7 Click Save Chapter 6 Using SMS Express 81 8 If you have entered the same time for the start and end times a window will appear to confirm the creation of a secured mode AutoUnlock If you intended to create this kind of AutoUnlock click OK If you did not intend to create this kind of AutoUnlock click Cancel and go back to step 5 Edit a Door AutoUnlock 1 Click SmarTime SMT Click Door AutoUnlocks Click to highlight the name of the door AutoUnlock you want to edit Weekend Business Howe Vector Pierina Hiram Click Edit Enter the name in the Name box Aname is required and must be between one 1 and thirty two 32 characters long The name cannot contain the tab character or the pound sign Mee Weekday Office Hours Set the Start Time and the End Time he time boxes are divided into four parts hour minute second and day part To enter the time click on the time part you want to change Then either type the value or use the arrow buttons on the right of the time box to increase or decrease the time If the start time and the end time are the same the lock will be set to secured mode locked at that
39. ard s Mag or Prox Read Serial Read Prox USB Optional PN Generate Prox Card Format C 26 Bi Function Normal v C 34 Bi C 35 Bi C 35 Bit Xceed ID C 36 Bf Xceed D C 37 Bit Xceed ID Convert Hotstamp Hotstamp No Facility Code Version f To convert EV1 credential data click on text entry field Present the credential to the PG1000 reader Wait for the reader to beep Then cick on Convert EV1 EV1 Card Data i 37 Bit C 37Bi No FC C 40 Bit Xceed ID EV1 C Proxif C GE Renitialize pcProx OK Cancel Help 2 Place your cursor in the Card s Mag or Prox field 3 Swipe the card in the enrollment reader You will see your card data populate the Card s Mag or Prox field as in the example above Card s Mag or Prox 00000000031 11589 Read Serial Optional PIN Generate Function Normal v Hotstamp No Facility Code Version 0 To convert EV1 credential data click on text entry field Present the credential to the PG1000 reader Wait for the reader to beep Then click on Convert EV1 EV1 Card Data Prox Card Format 26 Bit C 34 BR C 35 Bit 35 Bit Xceed ID C 36 Bit Xceed ID C 37 Bit Xceed ID C 37 Bit C 37 Bit No FC C 40 Bit Xceed ID EV1 Convert Hotstamp Reinitiaize pcProx 4 Click OK 5 Repeat the steps above for each additional magstripe card Using PG1000 Enrollment Reader for EV1 Cards 1 Connect your PG1000 to your US
40. ardware add ons CO 200 Series Locks The CO 200 Series locks are battery powered offline locks that can use various credentials SPED Deadbolt The battery powered SPED Deadbolt is an electronically programmable deadbolt lock It is programmed to accept iButtons When an iButton is presented to the SPED Deadbolt the lock reads the electronic signature of the iButton and if the lock has been programmed to accept that signature the lock will operate SPED 5000 and 9000 The battery powered King Cobra is an electronically programmable lockset that can store PIN codes and iButtons CM993 The CM993 is a computer managed retrofit trim and interfaces with Von Duprin 98 amp 99 Series Exit Devices Models of CM993 are available that will accommodate a variety of credentials i e mag stripe card HID prox card iButton and keypad CT1000 Controller The CT1000 Controller is an offline hardwired universal controller that supports 1000 users and 1000 audit events The CT1000 supports iButtons mag stripe cards PIN codes and HID prox cards HHD Using the HHD you can transfer information to and from the locks without having to return multiple times to the desktop PC When connected together the HHD and the desktop PC transfer new or updated programming and audit trail information between each other Will connect to AD and CO series locks with the included USB cable Can connect to other locks with the CIP add on Works with all credentials SM
41. cation on your computer to which you save the file and double click to open the file Below is an example of a saved event list Reader Front Front Front Front Front Front Front Front Front Front Entrance Entrance Entrance Entrance Entrance Entrance Entrance Entrance Entrance Entrance In the monitoring screen click File gt Print EA Schlage Se Print Exit Browse to the location on your computer to which you want to save the file Event Identity Verified Door Open Too Long Identity verified Enter Command Mode Ext Datalogs Leave Command Mode Identity Verified Door Open Too Long Reader Disconnected Reader Reconnected Identifier Baker 311 Baker 3111 Baker Jill 00 00 01 OO Ol Baker Jill Baker 3111 Click to select the printer to which you want to print from the list of installed printers Click Print Chapter 5 Monitoring 69 Select Audit Events to Save Select Audit Events to Save is used to select the events that will be saved in the audit for each online door See the Audits section for more information 1 Click Monitoring gt Select Audit Events to Save Monitoring Audits Reports He Start Monitoring 2 Click to check uncheck the check boxes next to the events you want to save in the audit report Click Default to automatically select the default set of events 3 Audit Configuration select the events from the list below that you would li
42. ck List gt Cards 2 Click to select the number of the card you want to delete 3 Cards In Stock 5 Lard s IM ag ar Prox in a1ES33S 0ESASF T C2 0181 0543 07 059 OT BF OESASFUTS2 STOD4D0FS545F01EB 3 Click Trash Close Help 4 Click Yes Mark a Card as Lost 1 Click Stock List gt Cards 2 Click to select the number of the card you want to mark as lost 3 Cards In Stock 5 Lard s M ag or Prox in al1E33S0ESA3SF TC2 B ET7 7 EBSASFUTUS oT BF DEBASFUTS2 STOD4D0FS45F01 EB 3 Click Lost Add Fird 4 Click Yes 66 SMSExpressUserManual Monitoring Schlage Security Management System Express can monitor all activities for the online devices These devices are HandKey readers that are connected through a serial connection or to an Ethernet network Note This option will only appear if you have the Handkey option checked under Program Settings See the Program Settings section for details Start Stop Monitoring To Start Monitoring 1 Click Monitoring gt Start Monitoring irity Management System Expri Monitoring Audits Reports Hel Select Audt Events to Save 2 The Monitor Running will be displayed in the bottom right of the screen and the monitoring screen will appear Any new events will be displayed in the monitoring screen 3 Click on the title of any column to sort the list by that column Click the same column again to change the
43. cks willbe programmed with another Windows computer Files vell be placed in the rolger caProgram FilesiSchlage Security Management System Expres siExport Change Folder 2 Click Locks will be programmed with a Pocket PC device the HHD Chapter 4 Setting Up the Site Quick Start 35 3 Click Change Folder The Select Path window will open The default location for a 32 Bit Platform is C Program Files Schlage Security Management System Express Export The defualt location for a 64 Bit Platform is C Program Files x86 Schlage Security Management System Express Export Select Path a Cy 3 Program Files 3 Schlage Security Management System Express 4 In the Set Path window locate and select the folder that you recorded during the Installing Microsoft ActiveSync section 5 Click OK The Set Path window will close 6 Inthe Program Settings window click Save then click Close 36 SMSExpressUserManual Adding System Operators Adding system operators enables you and other staff members to have log in access to the SMS Express software After you add at least one System Operator with all privileges remember to delete the default Manager and Operator 1 In the Main Menu select Settings gt Operator Settings The Operators window will open 5 Operators System Operators with all privileges Manager Add Delete Change Password Add Delete Change Password Cloce Help 2 Click Add at bottom of Man
44. d da d E a dal Tu t 3 Select the door s that this user may open and then click Add For multiple selections hold the CTRL key while clicking selections In the Access Rights window click the appropriate Time Zone Click Save The system saves the door and time zone assignments for the user Click Close to return to the Main Menu VN 0 A When done exit SMS Express Upon exiting SMS Express you will see two prompts one to Back Up your facility and one warning you if there are locks needing programming Backing up of your facility is always recommended Generating Program Files After you have assigned users access rights timezones and holidays to the doors in your facility you must program the doors in order to transfer the information Each time a change is made to a user door access right timezone or holiday each door that is affected by the change must be reprogrammed The process for generating program files for online and offline doors is slightly different Generate Program Files for Offline Doors Be sure that your HHD is connect to the PC prior to generating program files 1 Click Generate Program Files in Main Window NOTE The Generate Program Files item flashes when doors require programming and indicates number of doors affected Chapter 6 Using SMS Express 103 2 You can choose to show all the doors in the system or show only those that require programming Mew Options Show
45. d for the auto card replacement characters This is indicated in the 1st Lost Card Update Character box The data in the Update Data box shows 11 If the auto card replacement feature is used on this card the number will be incremented to 12 Either one 1 or two 2 characters can be used for auto card replacement To use only one character choose the last character in the template for the 1st Lost Card Update Character Note Only certain characters are available for selection in the 1st Lost Card Update Character box The mag card template can be adjusted until the character you want to select is available Note If only one 1 character is used the number of replacement cards is limited to nine 9 cards If two 2 characters are used the number of replacement cards is limited to ninety nine 99 cards Chapter 5 Stock List 61 Stock List The Stock List feature is used to load Buttons and cards into the system in bulk These credentials can then be selected and assigned to a user Note This menu is only available if Enable Quick Loading of Stock Credentials is selected in the Preferences menu Only credentials that have been enabled in the Preferences menu will be available in the Stock List menu Stock List Buttons From here the user can Add Find Trash and Mark as Lost any Button credential in the system Add Buttons to the Stock List 1 Click Stock List gt iButtons 2 Click Add 3 Thefollowing box will ap
46. date License E sil Help 6 Enter your Unlock Key The default user name will be MANAGER in all uppercase letters NOTE Your Machine ID and Unlock Key will be different than that shown in the above example 7 Click Validate License If successful the main SMS Express window will open C3 Schlage Security Management System Express Facility Settings Audits Reports Help Users e o o T Access Rights SmarTime SMT Generate Program Files Alka saena oo Tour with UpLink di No Facility Open 2 21 2011 8 Follow the steps below to verify the software 30 SMSExpressUserManual Setting Up the Site Quick Start CHAPTER 4 Creating a Facility A facility is an SMS Express database representing a physical or logical place for door location SMS Express requires one facility but can manage multiple ones Facilities are independent and cannot share data When you first install SMS Express a facility must be created Follow the directions below to create a Facility 1 Inthe Main Menu select Facility gt New Facility The Creating a New Facility window will open Creating New Facility Enter a name for the nev Factity DE Help Cancel Heb 2 Enter a name for the facility Choose a name that describes your facility A facility can be a building or an entire site lt can also be a floor an annex or a logical group such as all entrances or all office doors NOTE The facility name cannot cont
47. e 8 000 AM amp Choose the function for the holiday by clicking the radio button next to the desired function Only one function for holiday can be chosen Secure Secure is a mode that sets the door to the locked state A user who has access rights and a valid credential can unlock a door set to secure mode The door will re lock after the specified relock time 84 SMSExpressUserManual Secured Lockout Secured lockout is a mode that sets the door to the locked state and locks out all credentials except pass through credentials A user who has access rights and a valid pass through credential can unlock a door set to secured lockout mode The door will re lock after the specified relock time Passage Passage is a mode that sets the door to the unlocked state Any person can open a door with a lock set to passage mode The door can be locked and will remain locked with a toggle credential Secun Secured Lockout C Passage 8 Click Save NOTE The door holiday will not be changed on the door until the door is reprogrammed Delete a Door Holiday 1 Click SmarTime SMT 2 Click Door Holidays Click to highlight the name of the door holiday you want to edit Christm L olumbus Dag Halcsesn Thanksgeenag 4 Click Delete 5 Click Yes NOTE The door holiday will not be changed on the door until the door is reprogrammed Users Adding a User Create a user record so you can assign a credential to a ne
48. e click Next WARNING This program is protected by copyright law and international reaties InstallShield 3 Click Next Ir AS Dress g U Ste License Agreement Please read the following license agreement carefully READ THE FOLLOWING TERMS AND CONDITIONS OF THIS SOFTWARE LICENSE CAREFULLY BEFORE PROCEEDING BY PROCEEDING Lj YOU ARE ACCEFTING AND AGREEING TO THE FOLLOWING SOFTWARE LICENSE TERMS AND CONDITIONS IF YOU ARE NOT WILLING TO BE BOUND BY THE FOLLOWING SOFTWARE LICENSE TERMS AND CONDITIONS YOU SHOULD CHOOSE NO AND PROMPTLY RETURN THE SOFTWARE AND YOU WILL RECEIVE A REFUND OF YOUR MONEY THIS LICENSE AGREEMENT REFRESENTS THE ENTIRE AGREEMENT CONCERNING SCHLAGE EXPRESS tm AND UPLINK tm SOFTWARE BETWEEN YOU AND SCHLAGE ELECTRONIC SECURITY AND I accept the terms in the license agreement Ido not accept the terms in the license agreement InstalSheld md J Neto jJ 4 Click on the l accept the terms in the license agreement button Chapter 3 5 Click Next Installing Starting SMS Express Customer Information Please enter your information User Name BeurtyTehwxges Organization lingersolRand itsti sSS InstalSheld 6 Enter a User Name and Organization in the provided fields 7 Click Next fe SMS Express 4 0 InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin
49. e and click Ok Chapter 6 Using SMS Express 109 11 Select the Lock you wish to program from the list and Click OK j Utility Software CO 3 23 Program Lock AD Utility Software is The lack will be programmed with the selected door file Continue Select the door file and click Ok 12 Click Yes Utility Software Gf 2 3 25 Program Lock ad200 main entrance cos ok PA Lock programmed successfully Select the door file and click Ok 13 Click Ok The lock is now programmed Updating Locks Once the lock has been coupled and programmed you can update the lock easily 1 Generate new program files if needed 2 Download those files to the HHD using ActiveSync or Windows Mobile Device Center 3 Connect the HHD to the lock being updated 110 SMSExpressUserManual 4 Connect the HHD to the lock 5 Select Start on the HHD 6 Select Schlage Utility Software SUS from the program menu The SUS login screen will open A EAS ESE Login Screen ESTE Utility Software Log on as Password 7 Select Manager from the Log on drop down 8 Enter password into the password field default is 123456 9 Click Log On The main screen will open Utility Software QA 3 12 Main Screen ok Ej AD200 64 user adno main entrance Ejem 64 User ETT 7 access test 229020200 64 User No device connected Device Options SUS Options About
50. e eici 58 Edine Mag Card Template ninia id odos 59 Auto Gard PHeplacemielibsics ssepe eins ct i 60 Stock List SIOCIGEISEIBUT OH Su a ES 61 Add Buttons To Me Stock LIS arnan E n a n ATN 61 Find am IBOR SS MA bosco secta utoxe sm boec ome Loser dubios pass ouieu ite pn od uDed 61 TrashambButon imine Stocek Lista LT 62 Mark an IBUNOR AS LOSE Mm 63 Stock ISL GAN A A nem ee seen 63 Add C ara to Wie Stock Sa o aaa 63 ida Cord in the SM ii EA ico oT DONE 64 Trash Gards n he Stock sta a a do 65 MARCAR LO a td sai seo 65 Contents iii Monitoring 5 0 0 0 G Start stop ION TOMI esa ud endathessisticau uus t mpk eu ecd ada 66 A UD NO PODER EODEM 68 Select Audit Events 10 SAV GC sus ias taco am denas iras cien 69 Audits o A A A eth 70 Reports Y MA a a 71 Ms Ecl REDO surr O OE EA eRe Sees ne ern ee 72 Deleted TAC OM esse ch cals Seats o a o seo Dad aca 73 Using SMS Express 74 System COMPONETS ti ato al cl tao o lt la a e lado O ee 74 Hardware Connection sis tas ined DL 75 otarung SMS do AA A 77 Smartime oM tt as 78 User TIME ZONES aaa 78 DOO AVOUNIOCK e AE E E E tia 80 Dia A SH HH PEN 82 LS CUS M ti 84 A ER 84 mel nro ea SS ER EE RTT TE TEENS 85 A ec Ae ca seat te atten ate natant eee Ae cr vet te exten E dpe due Senate dense eee 86 A A DON 87 O A 87 Configure HandKey II Setup coo ii lia 89 EGIL a DOoOl sse decries nde ones ii bra d incase boa a Md iN iani 91 Copy S
51. ead a card you will need to know how many bits and what format card you have 4 Select the correct card format from the list and present your card to the pcProx reader The reader will beep and the LED will turn green for 10 seconds Note During the 10 second period in which the LED is green if a card is presented it will reset the 10 second timer The LED must turn red before a new card can be presented 5 While the LED is green click the Read Prox USB button and you will see the card data fields populate as in the example below Card Detail Card s Mag or Prox 5001000165168520 Read Serial sad Prox US8 7 Optional PN Generate Prox Card Format C 26 Bi Function Normal v Norme zi 34 Bt 35 Bi Hotstamp No 161192 Convert aS A 35 Bit Xceed ID Facility Code 29 36 Bit Xceed ID Version f 37 Bi Xceed ID 37 B To convert EV1 credential data cick on text entry field 37 Bit No FC Present the credential to the PG1000 reader Wak for the reader to beep Then click on Convert EV1 40 Bit Xceed ID FV1 Proxif EV1 Card Data GE OK Cancel Help Renitialize pcProx 6 Click OK 7 Repeat the steps above for each additional prox card Chapter 6 Using SMS Express 99 Using the CRM 2 Magnetic Stripe Enrollment Reader 1 Connect your CRM 2 to your USB port and launch the Card Detail Window by clicking on the Add Credential button in the Users Window CESTENUNT detail p NA Card Detai C
52. echnical Support For additional support and advice for Schlage SMS Express contact technical support U S Schlage Technical Support Phone 877 671 7011 E mail Access Control TechProdSupport 2irco com 6 SMSExpressUserManual Locking Device Cross Reference Table The following table shows the cross reference between installed Device the Lock Type required to be specified on doors and the Programming Device needed to transfer data to the device using UpLink if applicable Device Programming Device CM 5xxx Series HHD plus CIP CM 993 Trim Series HHD plus CIP CT Controller Series HHD plus CIP SmartExit bars HHD plus CIP SmartMagnets HHD plus CIP HandKey II Ethernet serial SPED 5xxx Lock HHD plus CIP SPED 9xxx Lock HHD plus CIP SPED Deadbot HHD plus CIP AD 200 Series HHD CO 200 Series HHD HHD Setup CHAPTER 2 Installing Microsoft ActiveSync or Windows Mobile Device If your computer is running Windows XP or earlier use Microsoft ActiveSync If your computer is running Windows Vista or later use Windows Mobile Device NOTE The following procedure is only applicable if a HHD Hand Held Device will be used to program locks at a facility and must be performed before proceeding to Chapter 3 Installing Starting SMS Express You must set up the HHD before you install the SMS Express software The HHD setup begins with the installation of Microsoft amp ActiveSync amp or Windows Mobile Device which enables the HHD
53. ed Lockout then only these Holidays will be copied NOTE When SmarTime functions are copied from one door to another all previously assigned SmarTime functions will be lost 1 Click Doors 2 Click to highlight the name of the door from which you want to copy SmarTime functions 4 Doors 11101 KC 2 D amp adbelt Lock Employee Handkey Il Eila Machanical Click Copy SMT Click to select deselect the check boxes next to the type of SmarTime functions you want to copy 3 SmarTime Copy EJ select Smar lime functions to copy E okas FF PautoUntocks 5 Click to highlight the name s of the door s to which you want to copy the SmarTime functions Multiple selections can be made by holding down the Shift or Ctrl key on your keyboard Destination Coos Liye o I pum EC A Deadbolt Lock Employee Handley Il Fie Mechanical 6 Click Copy amp Close Delete a Door 1 Click Doors 2 Click to highlight the name of the door you want to delete Multiple doors can be selected by holding down the Shift or Ctrl key on your keyboard 3 Click Delete Chapter 6 Using SMS Express 93 4 Click Yes NOTE Users will continue to have access to doors that have been deleted from the system until the lock is physically removed from the door Credentials Credentials are used to gain access to a door Credentials can be PINs Card Mag or Prox iButton or an
54. enerate to have the system generate a PIN Select the function from the Function drop down box Click OK 96 SMSExpressUserManual Card s Mag or Prox a Click the Card s Mag or Prox radio button b Click OK c Do one of the following Select a mag or prox card from the stock list 1 Click Yes in the Credentials Available window If the Credentials Available window did not appear then no mag or prox cards are available in the stock list Proceed to the instructions for Add a new Mag or Prox Card below 2 Click to highlight the number of the mag or prox card you want to add OR click Find and present the mag or prox card you want to find to the mag or prox card reader 3 Click Select OR Add a new Mag or Prox Card 1 Click No in the Credentials Available window if it is visible 2 The Card detail window will open Card Detail i Card s Mag or Prox 0000000003111589 Read Serial Optional PIN TERI Prox Card Format C 26Bit Function Normal P Hotstamo No C 35 Bit ctstamp No TT convert T Fotstamp 35 Bit Xceed ID FadyCode Pod MEE Version Do C 37 Bit Xceed ID C 37 Bit To convert EV1 credential data click on text entry field C 37 Bt No FC Present the credental to the PG1000 reader y Wait for the reader lo beep Then click on Convert EV1 40 Bit Xceed ID EV1 EV1 Card Data Reinitiaize pcProx 3 Click Read Serial 4 Present the mag or prox card you want
55. ent 1 Click Users in the Main Window 86 SMSExpressUserManual 2 Click Edit at the bottom of the left pane A Wisteria Gimp RESIDENT z Erig or saleci a Group ko claro Fi Uar Aan Das i 1 Erain Dare P 7 Mow Info Bator wil oo all Gedo da car red to the la on any Door tege tho cuppa Adrann adio Expo ick the Hare info button lo zen Rich Door pes mpm hi property The dilad date mhich sopest can be cet bon the ren mandos mera Select Selina gt Program Sete LAddraz2 1 Fuldra Addresa z 1 Beach Aven un Addwss 3 ap 000 Stato CA 71P Comps Hea Pare Eaa ok Phone 2722121 Cie Bal Hate Sme Cwe ee 3 Modify values of any fields 4 Click Save to save the new record 5 Click Close to return to the Main Menu Deleting a User Delete a user to remove old records 1 Click Users in the Main Window S Users o Show Group All Users Fred Rack s Information and Credentials Personal Information 3 User s Last Name Rack Middle Initial P Grand Albert T GROUP B Firet Mamo Fred Rack Fred P GROUP A Stone Ron M GROUP B Expiration Date Monday June 28 2010 Address 1 575 Credentials Normal 427916 Add Credential Edit Credential Delete Credential New Delete Edit 2 Select one user in the left pane and click Delete Chapter 6 Using SMS Express 87 NOTE When you delete a user assigned to a credential
56. erator Settings I Mag Card Template r 2 Click to select deselect the positions to be used for the template 3 Choose the 1st Lost Card Update Character from the drop down list Note This position and the one immediately following it will be used for Auto Card Replacement ACR 4 Youcan test the mag cards to be used with the facility against the template f using a serial reader or a lock to read the cards double click the box below Full Card Date No Template applied Swipe the card within eight 8 seconds f using a keyboard card reader click Test and swipe the card 5 The data will be displayed in the three boxes below Full Card Data No Template applied onanni 0611 03903 Templated Card Data Update Data onoo 0611 i 1 60 SMSExpressUserManual Full Card Data shows all the data from the mag card Templated Card Data shows the data within the template Update Data shows the data used for lost card updates 6 Click Save Auto Card Replacement Auto Card Replacement ACR is a feature used to issue a new card when a card is lost Example 5 Mag Card Template E 1st Lost Card Update Character Full Card Data No Template applied 00000 511203103 Templated Card Data Update Data 000007 0611 i 1 In the example above ten 10 characters have been specified in the template The last two 2 characters of the template characters nine 9 and ten 10 have been selecte
57. ginning of a Door Propped Open alarm The range is 0 20000 and the default is 10 Feedback Beeper When checked the beeper will sound each time a button is pressed on the reader Default is checked 12 Hour Display When checked the time on the reader is displayed in the 12 hour AM PM format The default is unchecked Valid Access Clears AUX When checked a successful user identification will reset the AUX output This can be used for example to cancel a local alarm The default is checked Print Valid Access Attempt When checked the reader will print the Valid Access event message on a printer that has been connected to the reader This option will only function when a printer is connected to the reader The default is checked Display System Status When checked the reader status will be displayed instead of the time and date This can be used as a troubleshooting technique The default is unchecked Reader Menu Passwords Security Security menu password Range is 0 9999999999 Default is 5 Enrollment Enrollment menu password Range is 0 9999999999 Default is 4 Management Management menu password Range is O 9999999999 Default is 3 Setup Setup menu password Range is O 9999999999 Default is 2 Service Service menu password Range is 0 9999999999 Default is 1 AUX Output On Door Alarm When checked the AUX Output will be activated when a door alarm occurs AUX In When checked the AU
58. hen either type the value or use the arrow buttons on the right of the time box to increase or decrease the time Stat Time B 00 00 AM c Check the box below each day of the week for which the user time zone will be in effect su MO TU WE TH FA SA a e E m rd E Click Save Chapter 6 Using SMS Express 79 Edit a User Time Zone 1 Click SmarTime SMT 2 Click to highlight the name of the user time zone you want to edit Hr Days Defauk Weekday Olfice Hours Weekend Office Hours Urededinved Undefined 3 Click Edit New Delete 4 Enterthe name in the Name box Aname is required and must be between one 1 and thirty two 32 characters long The name cannot contain the tab character or the pound sign Name weekday Difice hours 5 Set the Start Time and the End Time he time boxes are divided into four parts hour minute second and day part To enter the time click on the time part you want to change Then either type the value or use the arrow buttons on the right of the time box to increase or decrease the time Stat Tire B O0 00 AM 6 Check the box below each day of the week for which the user time zone will be in effect TH FR SA m E iw ca B 7 Click Save NOTE The user time zone will not be changed on the door until the door is reprogrammed Delete a User TimeZone NOTE The 24Hr X 7 Days Default user time zone cannot be deleted 1 Click SmarTime SMT 2 Click to highlig
59. hose doors see Generating Program Files section for details 2 Couple the HHD to the Door you wish to program 3 Program the Lock for the first time Follow the steps below for coupling and programming locks 1 Coupling 1 Connect the HHD to the lock 2 Select Start on the HHD 3 Select Schlage Utility Software SUS from the program menu The SUS login screen will open j Utility Software 3 12 Login Screen Utility Software Log on as Password 4 Select Manager from the Log on drop down 5 Enter password into the password field default is 123456 106 SMSExpressUserManual 6 Click Log On The main screen will open Utility Software Gf 42 3 12 Main Screen Ej ADz00 64 user Esbjacizo0 main entrance Ec 64 User Gyeuzuu Z access test sycoz00 64 User DUE Options SUS Options About 7 Putthe lock in programming mode see specific locks for details 8 Click on Device Options The Device Options screen will open Utility Software Gp 42 3 20 Device Options la ha ha ha ha 9 Click on Couple HHD to Device option Follow the onscreen instructions to put your lock into Coupling Mode Once the lock has been coupled to the HHD you will not need to repeat this step unless you use a different HHD Programming Before you can program a lock with the HHD you must generate program files and transfer them to the HHD See the Generating Program Files sections for de
60. ht the name of the user time zone you want to delete Hr 7 Days Defauk 80 SMSExpressUserManual 3 Click Delete flo Em pee 4 Click Yes The user time zone will still be active on the door until the door is reprogrammed Door AutoUnlocks An AutoUnlock is a defined time period during which a lock is unlocked At the end of the AutoUnlock time period the lock will automatically relock No audit events of legal access are logged during an AutoUnlock time period Only the start and end of the AutoUnlock will be logged AutoUnlocks are overridden by holidays Up to sixteen 16 door AutoUnlocks can be added to a facility Not all locks support AutoUnlocks Secured Mode AutoUnlock If an AutoUnlock has the same start and end time the lock will be set to secure locked mode at that time Using this technique you can make sure that a lock is locked from a specific time of day until it is unlocked by either a user another AutoUnlock or a holiday Add a Door AutoUnlock 1 Click SmarTime SMT 2 Click Door AutoUnlocks 3 Click New 4 Enterthe name in the Name box A name is required and must be between one 1 and thirty two 32 characters long The name cannot contain the tab character or the pound sign Meme Weekday Office ours 5 Setthe Start Time and the End Time he time boxes are divided into four parts hour minute second and day part To enter the time click on the time part you w
61. ill need to be manually removed a O o a e f Go to My Computer Click on CA Click on Program Files Find and Select the Schlage Security Management System Express folder Right Click and select Delete from the drop down options The Confirm Folder Delete window will open Click OK The folder will be deleted 5 Install this version 4 0 of SMS Express See the Installing Starting SMS Express chapter for details Restore the back up the previous version Sign into SMS Express Go to Facility gt Restore Backup Click Yes The Select Facility to Restore window will open Navigate to the database that was backed up from the previous version and select the backup file Click Open The Existing Facility File Found window will open Click OK The old Database has been attached to the new version of SMS Express and your upgrade is complete 114 Index Index A Add a Door 88 Add a Door AutoUnlock 81 Add a Door Holiday 83 Add a User Time Zone 79 Add Card to the Stock List 63 Add iButtons to the Stock List 61 Adding a Credential 95 Adding a User 85 Adding System Operators 36 Appendix A Upgrading from Previous Versions of SMS Express 113 Assigning a Programming iButton to SPED Locks 38 Assigning Access Rights 102 Audits 46 70 Auto Card Replacement 60 B Backup 55 C Change Backup Folder Path 55 Change the Look of the Main Window 44 Ch
62. ke the Monitor program lo save for later reference v ser Enrolled L1 No Hand Read E Identity Unknown O Exi Granted Score is Lj Access Denied v Identity Vented O User Removed se mee oee teo 3 Click Save 4 Click Close 70 SMSExpressUserManual Audits An audit is a list of events for one or more doors An audit event is any event that occurs at a door Audit events are recorded in an audit An audit trail is a list of audit events An audit trail can be retrieved from a locking device that is equipped with the audit trail feature or the SmarTime feature Audits can be viewed using the audit viewer in SMS Express Viewing Audits To View an Audit 1 Click Audits ement System Exp Audits Reports He by Docr Date by Door User Dy Uber Date by Date 2 Then select the viewing parameter Audits can be viewed by Door and Date The report viewer will be displayed with the audit by door and date already loaded Door and User The report viewer will be displayed with the audit by door and user already loaded User and Date The report viewer will be displayed with the audit by user and date already loaded Date The report viewer will be displayed with the audit by date already loaded 3 The report viewer will open with the selected criteria See the Reports section for details Reports An audit trail from any lock in the system can be viewed using the report viewer When a report is viewed a
63. kout mode The door will re lock after the specified relock time Passage Passage is a mode that sets the door to the unlocked state Any person can open a door with a lock set to passage mode The door can be locked and will remain locked with a toggle credential Secure fe Secured Lockout C Passage Click Save Edit a Door Holiday Click SmarTime SMT Click Door Holidays 1 Click to highlight the name of the door holiday you want to edit Christmas L olumbus Dag Halloween Thanksgeenag Click Edit Edit the name in the Name box A name is required and must be between one 1 and thirty two 32 characters long The name cannot contain the tab character or the pound sign Honra Ob aas Set the Start Time and the End Time The date boxes are divided into three parts month day and year To enter the date click on the date part you want to change and type the value The date can also be chosen by clicking the down arrow on the right side of the date box A calendar pop up box will appear Change the month by clicking the left or right arrow at the top of the box Choose the date by clicking on the number in the calendar The time boxes are divided into four parts hour minute second and day part To enter the time click on the time part you want to change Then either type the value or use the arrow buttons on the right of the time box to increase or decrease the time Stat Tim
64. l information using an enrollment reader SMS Express supports the CRM and CRP Enrollment readers as well as the CRM 2 Magnetic Stripe Enrollment Reader available soon the CRP 2 Proximity Enrollment Reader available soon and the PG1000 Enrollment Reader available soon Using CRP 2 Proximity Enrollment Reader 1 Connect your CRP 2 to your USB port and launch the Card Detail Window by clicking on the Add Credential button in the Users Window 98 SMSExpressUserManual 2 f you are already in the Card Detail window when you connect your pcProx enrollment reader you may need to click the Reinitialize pcProx button Card Detail Card s Mag or Prox Read Serial Read Prox USB Optional PIN Generate Prox Card Format Function Norma vr C 2688 C 34 Bi 35 Bit 35 Bit Xceed ID 36 Ba Xceed D 37 Bit Xceed D 37 Bit 37 Bil No FC 40 Bit Xceed ID EV1 Hotstamp No Convert Hotstamp Facility Code n 2 Version f To convert EV1 credential data click on text entry field Present the credential to the PG1000 reader Wait for the reader to beep Then click on Convert EV1 Proxif EV1 Card Data GE OK Cancel Help Renitialize pcProx 3 You will know that SMS Express has successfully connected to the pcProx reader as the Read Prox USB Button will not be grayed out If SMS Express cannot find the pcProx reader the Read Prox USB button will be grayed out eno o Ds PTA Note Before you r
65. lays are activated is specified by the relock delay Adding a Credential 1 Click Users 2 Click to highlight the name of the user to which you want to add a credential Chapter 6 Using SMS Express 95 3 4 PIN a b C d e Name Group Address Baker Jill CLERIC Main Crew Alar CONSU Vest Wi Dean Nancy CLERIC Main Miller Amanda Click Add Credential Add Credential Delete Credential Select the type of credential you want to add from the following Edit Credential Click the PIN radio button Click OK Enter a PIN number or click Generate to have the system generate a PIN Select the function from the Function drop down box Click OK Button Click the Button radio button b C Click OK Do one of the following Select an iButton from the stock list 1 Click Yes in the Credentials Available window If the Credentials Available window did not appear then no iButtons are available in the stock list Proceed to the instructions for Add a new iButton below 2 Click to highlight the number of the iButton you want to add OR click Find and touch the iButton you want to find to the iButton reader 3 Click Select OR Add anew iButton Click No in the Credentials Available window if it is visible 2 Click Read 3 Touch the iButton you want to add to the iButton reader To add an optional PIN enter the PIN in the Optional PIN box or click G
66. marTime Functions from Door to DOOF cccocoonccnnncccccnonnncnnnccnnnnonncnnnnnonononnnnnnnnnnonnnannnnnnnnnnnnanenens 92 DELE A Dole PEE EE E LI ree I DL LU cere tre 92 CIEOEBIHISIS cute a O E A p I Lm LL eee ee utu 93 Credential TYDES T 93 redes nta Sie a eli a So aid 94 dolo llo a ChEC 19111 IA ePoU0U Qo0 NUSOC0U OOOO E EAm nn 94 iv Contents UsiganmEnrollment Heagdel ii a 97 Pelega Credential aida 100 ASSIONINO aree camis DERE TU I aa a a 101 Generating Program Files atinada 102 Generate Program Files for Offline DOOFS cccooonncnncccconconcconancnncnonononnnononnnnnonnnnncnnnononnnnnnnnannnnnnnnnns 102 Generate Program Files for Online DOOFS coooncncccccnnconccononcnncncnnnconnnnnnncnnnnnnnnnnnnonnnnrnnonnnnnnnnnnnnnnennnnnnns 103 o a oc NN RETE NOH URN 104 Selecting a System Programming Device esssissssssssssseeeeeee nennen nennen nnn nennen nennen nnns 104 Programming a lock Using a AID oia A A jade tae toic e dne 105 Updating LOC Susa DTE NE 109 Appendix A Upgrading from Previous Versions of SMS Express 112 Index 114 Introduction CHAPTER l Schlage Security Management System Express SMS Express is an access control management system that manages electronic access control devices SMS Express manages and monitors online and offline devices Each device has unique characteristics which are all accessible through SMS Express T
67. nce the program files have been generated You do not need to do anything else to program the doors Programming a Lock Selecting a System Programming Device 1 Start the SMS Express application as before 2 Goto Settings Program Settings The Program Settings window will open 3 Select the Programming tab S Program Settings Programming Time Defaults Programming method settings apply to all Facilities C Locks will be programmed with SNAP programmer C Locks will be programmed with this computer Files will be placed in the folder C Program Files Schlage Security Management System Express Export Locks will be programmed with a Pocket PC device Files will be placed in the synchronization folder C Program Files Schlage Security Management System Express Export Change Folder C Locks will be programmed with another Windows computer Files will be placed in the folder C Program Files Schlage Security Management System Express Export lt Change Folder 4 f you wil be using a SNAP Programmer select Locks will be programmed with SNAP Programmer NOTE The Snap Programmer has been discontinued and replaced with the HHD 5 Ifyou will be using a HHD select Locks will be programmed with Pocket PC device 6 Click Save and Close Chapter 6 Using SMS Express 105 Programming a Lock Using a HHD To program a lock using the HHD you must first Set up the doors in your system and create program files for t
68. nesday May 01 2002 Expiration Date Monday June 26 2010 Address 1 575 Credentials Normal 427916 Add Credential Edit Credential Delete Credential New Delete Edit 2 Select the user in the left pane select the credential in the lower right Credentials pane then click Delete Credential Chapter 6 Using SMS Express 101 3 Click Yes to confirm deleting the credential 4 Select an appropriate option and click OK Select Return to Stock if SMS is used to keep track of all unused Credentials Select Trashed Damaged if a credential is destroyed and you have possession of it Select Lost for credentials that cannot be found NOTE Selecting Trashed Damaged or Lost removes the credential from the database After deleting a credential you must transfer the updated information to the lock see Programming a Lock Assigning Access Rights Assign access rights to doors for a specific user and specify when the user can open those doors 1 Click Access Rights in the Main Window 102 SMSExpressUserManual 2 Select the user in the upper left pane then click Add CH Lock TH Lock ON Lock CM Lock CH Lock Gra Freeda Fr rgraca rH i nk Tas Done Drinin AA T Ca era 1 5 DIE OO Ade bo 17 6205 PR Bu elo Tu de Th Fr m Finima Eun cien T enhn Ft Tal r Eb er lr a Bn Ti um Th Ti Linea Saturday Anores 1 45 00 bo de 1500 P 58 Cuad vw cnr od UR Po
69. new file is created from the most recent audit trail that exists in the system Chapter 5 Reports 71 View Saved Reports Reports that have been previously created can be viewed using the report viewer 1 Click Reports gt View Saved Reports System Express Reports Help View Saved Reports User b Door Holidays by Door AutoLIniocks by Door Access by User Access by Door Issued Credential History 2 Reports can be found in three ways Search by File Name a Click the search button Click File Name o O Click to expand the folder of the first letter of the file name you want to view a Click the name of the file you want to view 3 AuditsDoorDate htm Creston Date FILENAM A sDoorLiate z him Ra AuditsDoorDiate 3 htm Ba AudisDoorDate_4 him Ba AuditsDoorDate 5 htm Ba AuditsDaorDate 5 htm Ba AuditsDoorDate 7 htm Ba AuditsUserDate htm Search by Creation Date a Click the search button 72 SMSExpressUserManual b Click Creation Date c Click to expand the folder for the year you want to view d Click the date of the file you want to view AuditsDoorDate htm Y CREATIONDATE P YEAR 2007 a Sept Browse for a Saved File Click the open file button Browse for a file that has been saved on your system Click to select the file and click Open AuditsDoorDate htm Fle Heb 1080 f Report File List AuditsDoorDate htm J
70. on Please enter your information securty ecnologes Organization Ingersoll Rand Chapter 2 HHD Setup 11 4 Enter your information Click Next i Microsoft ActiveSync 4 5 Destination Folder Click Next to install to this folder or dick Change to install to a different folder 1 Install Microsoft ActiveSync 4 5 to C Program Files Microsoft ActiveSync Avalable Required Differences LAGE 31MEB 1466 Cancel 5 Click Next to begin installation Microsoft ActiveSync 4 5 Ready to Install the Program The wizard is ready to begin installation Setup E ready to begn installing Microsoft ActiveSync 4 5 1 Cancel 12 SMSExpressUserManual 6 Click Install Wait for the installation process to complete i Microsoft ActiveSync 4 5 Microsoft ActiveSync 4 5 Setup is complete The Setup Wizard has successfully installed Microsoft ActiveSync 4 5 Click Pinish to exit the 7 Click Finish The HHD Setup Wizard will start automatically r Synchronization Setup Wizard Welcome to the Pocket PC Sync Setup Wizard Ta set up a zync partrerzhip between this computer and your Packet PC click Mex If yeu dick Cancel you can till Copy and move files between your Pocket PC and this computer Add and remove programe on your Pocket PC Chapter 2 HHD Setup 13 8 Click Next Synchronization Setup Wizard wncnronlzZatlo Optlons Contacts S Calendar 3 amp E mail
71. only Doors thal require programming C Show all Doos Pre selected Doors require programming 3 All doors that need to be programmed will be selected by default Click the check box next to any door you do not want to program to deselect it SiGenerate Program Files E i E X Vien piire Ww Shoa onlp Doa rho o ja Shoa al Door Pieselected Docs require programming Program Nebr de d Door Here 5elechon 4 Click Generate Program Files 5 Offline doors are not programmed at this point You still need to physically tour each door See Programming Locks for more information Generate Program Files for Online Doors 1 Click Generate Program Files in Main Window NOTE The Generate Program Files item flashes when doors require programming and indicates number of doors affected 2 Youcan choose to show all the doors in the system or show only those that require programming Mew Options Show only Doors that require programming C Show all Docs Pre selected Doors requie programming 3 All doors that need to be programmed will be selected by default Click the check box next to any door you do not want to program to deselect it 104 SMSExpressUserManual Select Doors bo program trough the network Door Name Door Type be mploses Entrance Hand ey 11 ioni Doce Hand ey 11 4 Front Office Hand es Il 4 Click Program Networked Doors 5 Online doors are automatically programmed o
72. or information on determining the connection type 3 Enter the IP address into the TCP IP Address box or select the serial port from the Serial Port drop down box Check with your system administrator or see the HandKey ll documentation for information on determining the IP address or serial port 4 Click Test Connection a If the Connection Successful box appears click OK All options were configured correctly and the reader and the system are communicating properly b If the No Reader Found box appears click OK and go back to step 6 and check all options The reader cannot be located using the settings provided 5 Click Configure Setup to configure the reader setup o Assign AutoUnlocks to the door if desired AutoUnlocks can be assigned to a door at any time Chapter 6 Using SMS Express 89 7 Assign holidays to the door if desired Holidays can be assigned to a door at any time Mechanical The Mechanical Lock Properties information is completely optional The Schlage SMS Software does not utilize this information in anyway This screen is used to record the mechanical key management information for your facility for those locks doors that are not controlled electronically or to record the mechanical key override information of electronic lock with mechanical key override capability To complete this information you will need to work directly with your facility locksmith If you are unsure whether you should
73. pear While this box is visible touch the Button to the Button reader Touch Button Press Esc to Cancel 4 Ifyou have more Buttons to enter touch each Button to the reader until all of them are entered 5 Press the Esc key on your keyboard after all the Buttons have been entered Find an iButton in the System 1 Click Stock List gt iButtons 2 Click Find Add Lost 62 SMSExpressUserManual 3 When the box below appears touch the Button you want to find in the system to the Button reader Touch Button Fress Esc to Cancel 4 Ifthe Button is in use in the system it will be displayed fthe iButton is assigned to a user the following box will appear Click OK to close the box Credential already In Use This credential belongs to Sorkin Alex If the Button is in the stock list it will be highlighted in the stock list window Trash an iButton in the Stock List If an iButton in the stock list stops functioning the Button can me marked as trashed 1 Click Stock List gt iButtons 2 Click to select the number of the Button you want to delete 3 iButtons In Stock 5 Buttons in stack a1ES3S 0ESASF T C2 0181 ESASFUTUS OT BF OESRASFUTS2 STOD400F545F01EB 3 Click Trash Close Help 4 Click Yes Chapter 5 Stock List 63 Mark an Button as Lost 1 Click Stock List gt iButtons 2 Click to select the number of the Button you want to mark a
74. press by selecting Facility gt Exit Taaa F3 schlage Security Management System Express lua Eaciity Settings Audits Eepos Help Open Facility Now Fadlity Delete Facility Restore Backup Mao Facility Open 5M5 007 12 Follow the steps below to enter the Unlock Key 27 28 SMSExpressUserManual Entering the Unlock Key 1 To start the SMS Express application double click on the desktop icon The log in window will open EA schlage Security Management system Express Login e ecurity Management Syste n i X5 i 4 F ri EU 4 ij j TR i il sd E i F ro y i VI i a E E i i j E Tom i PESE 3 J 4 IEEE f Operator Name Password 2 Enter the default Username manager 3 Enter the default Password 123456 4 Click Continue The Unlock Key Hasn t Been Entered window will open Unlock Key Has Not Been Entered rou have SU days remaining in which ta obtain pour Unlock key Would you ike to ge an unlock key or enter yaur unlock key hin Obtain Unlock Key Conlinue Chapter 3 Installing Starting SMS Express 29 5 Click Enter Unlock Key The Software Registration Form will open Software Registration Form Ingersoll Rand Security Technologies Schlage Secunty Management System Express Software Registration License Infomation Machine ID 331 B LT 1 4 324E C1 07 User Name MANAGER Unlock Kew 372558 DB 45931 CBC 2480748B 264471 705 80911BEA Vali
75. r all users within a facility and some of the characters are unique for each user Only the unique characters are used for verification The Mag Card Template is used to specify which characters should be used for verification Example Mag Card Template E 1st Lost Card Update Character Full Card Data No Template applied 000001 0611 03903 Templated Card Data Update Data 000007 0611 i 1 In the example above the data in the Full Card Data No Template applied box shows that the card has been encoded with a facility code which is separated from the rest of the data by an equal sign The first ten 10 positions have been specified in the mag card template The templated card data shows only the first ten 10 characters of the mag card data The last five 5 digits do not need to be read by the system because they will be encoded to be the same for all cards in the facility Using this technique all cards from a particular facility can be easily identified by a system operator The two numbers in the Update Data box show the numbers in positions nine 9 and ten 10 This position is specified in the 1st Lost Card Update Character box The update data is used for auto card replacement Chapter 5 Settings 59 Edit the Mag Card Template 1 Click Settings gt Mag Card Template O Schlage Security Management System Express Facility Settings Stock List Audits Reports Help Program Settings HB Op
76. ram locks using this computer Select this option if using this computer Program locks using a Pocket PC Select this option if using the Legacy Pocket PC or the New HHD Hand Held Device The user will need to use the Change Folder option to select where program files will be saved see instructions below Program locks using another Windows computer Select this option if using another Windows PC The user will need to use the Change Folder option to select where program files will be saved see instructions below 4 If applicable use the Change Folder option to select where program files will be saved see instructions below 5 Click Save If using the Program locks using a Pocket PC option Click Change Folder Navigate to the folder being used for synchronization by the Pocket PC 4 2 3 Click OK 4 Click Save If using the Program locks using another Windows computer option Click Change Folder Navigate to the folder being used for synchronization by the Pocket PC 1 2 3 Click OK 4 Click Save Locating the Pocket PC Synchronization Folder 1 Make sure the Pocket PC you are using for programming is attached to your computer and is turned on 50 SMSExpressUserManual 2 Launch Microsoft ActiveSync 3 Double click Files Information Type status uj windows PC Synchronized eni Favorites Note The Pocket PC or HHD must be connected for this icon to be visible If you cannot locate
77. s LJ Schlage Security Management System Express Facility Settings Stock List Monitoring Audits Reports Program settings Operator Settings Mag Card Template 2 Click Time Defaults 52 SMSExpressUserManual LJ Program Settings ES eS Credentials and Devices Freferences Time Defautts 3 Click to check or uncheck the check box next to enable or disable Adjust for Daylight Savings Time iw Adjust fur Dayliulil Savings Tire 4 Click Save Enable Disable First Person In by Default The First Person In feature is used in combination with AutoUnlocks If the First Person In feature is enabled the lock will remain locked until a user presents a credential to open the door The lock will then stay unlocked until the end of the AutoUnlock period This feature guarantees that at least one person is present when the door is open Not all devices are capable of this feature The First Person In by default option when enabled will make any lock that is capable of the First Person In feature to have it enabled by default 1 Click Settings Program Settings LJ Schlage Security Management System Express Stock List Monitoring Audits Reports Facility Settings Program Settings B Operator Settings ti Mag Card Template 2 Click Time Defaults L3 Program Settings e e Credentials and Devices Freferences
78. s lost 3 iButtons In Stock 5 Buttons in stack a1ES3S 0ESASF T C2 0181 40854307 05 OT BF OESRASFUTS2 al b4DDFSASFUTEB 3 Click Lost 4 Click Yes Stock List Cards From here the user can Add Find Trash and Mark as Lost any Card mag or prox credential in the system Add Card to the Stock List Note When adding cards to card stock the RFldea pcSwipe and pcProx enrollment reader will NOT work when adding cards to Card Stock ONLY Serial connected enrollment reader or lock will work 1 Click Stock List gt Cards 2 Click Add 3 The following box will appear While this box is visible swipe the card 64 SMSExpressUserManual 4 Ifyou have more cards to enter swipe the cards until all of them are entered 5 Press the Esc key on your keyboard after all the cards have been entered Find a Card in the System 1 Click Stock List gt Cards 2 Click Find Add f Eind Lost 3 When the box below appears swipe the card you want to find in the system 4 Ifthe card is in use in the system it will be displayed fthe card is assigned to a user the following box will appear Click OK to close the box Credential already In Use x fthe card is in the stock list it will be highlighted in the stock list window Chapter 5 Stock List 65 Trash Cards in the Stock List If a Card in the stock list stops functioning the Card can me marked as trashed 1 Click Sto
79. se and the person is added to the Operator pane of the Operators window Repeat these steps for any additional Operators After you add all System Operators delete the default Manager and Operator entries 7 Click Close 38 SMSExpressUserManual Assigning a Programming iButton to SPED Locks A programming iButton enables you to set a lock into programming mode SPED locks direct from the factory do not initially accept the Programming iButton You can assign a Proramming iButton to each SPED lock by the following steps 1 At any SPED lock enter the factory default programming code 9 7 5 3 1 The factory default code sets the SPED lock into programming mode When the flashing stops enter the code 7 3 Press a programming iButton to the SPED lock s iButton receptacle The indicator light flashes green and red 4 When the flashing stops remove the iButton The SPED lock will now accept the iButton for programming The factory default code will no longer be valid All SPED locks will accept a Black Button as a programming key You can only use a Red Button to program a SPED Deadbolt Chapter5 Settings 39 Settings CHAPTER 5 You can customize certain aspects of system operation using the Settings menu Program Settings You can change the program settings using the Program Settings menu There are six 6 tabs in the Program Settings menu Each tab is used to control a different aspect of the system Creden
80. se the synchronization folder is C Documents and Settings fcoolidg My Docments WM_FCoolidg My Documents 16 SMSExpressUserManual 14 Click OK 2 Eynchrenizaticn Sotuo Wizard laa ichronias wih your Fucxel PC s infannicion pou waril lo sich ronis wih your Passel PC Tomar e el ac De ac cle dus O H Caseras E nai a E Tees U E Natca O Favorites zn IP O 9 Media Sebotar nomatontype above and clel Sottnga te change 15 Click Next 2 Synchronization Setup Wizard Completing the Pocket PC Sync Setup Wizard You have successfully completed the Pocket PC Sync Setup Wizard The settings you chase have been stored and will be used when you synchranize your Packet PC To close this wizard and begin synchronizing your Packet PC click Finish Do not disconnect your Pocket PC until the first eynchronization ia finighed 16 Click Finish The Setup Wizard will close Chapter 2 HHD Setup 17 17 Open ActiveSync 6 Microsoft ActiveSync E View Tools Help sync Schedule Explore Connected Synchronized Hide Details Infnrmatian Type Status E Windows PC Synchronized Files 18 Select File gt Connection Settings 9 Connection Settings O Device connected v Allow USB connections Allow connections to one of the following This computer amp connected to Automatic Open ActiveSync when my device connects Help OK cancel NOTE Make sure the connection
81. settings are set correctly for the type of connection you are using In this case a USB connection will be used 19 Click OK 18 SMSExpressUserManual Installing Windows Mobile Device Center Windows Mobile Device Center WMDC is the successor to Microsoft Active Sync WMDC is used with Windows Vista and Windows 7 Follow the instructions below to install WMDC Finding the type of Operating System OS you have installed You must first know which type of OS you have installed on your computer the 32 bit type or the 64 bit type To find out which type of OS you have installed 1 On your computer click the Start button 2 Inthe Start Menu click Control Panel 3 Inthe Control Panel window click System and Maintenance 4 In the System and Maintenance window click System a Inthe basic system information window that appears your type of OS is indicated to the right of System type It will either read 32 bit Operating System or 64 bit Operating System b Make note of your OS type This information will be needed in a later step Downloading the WMDC installation file You must download the WMDC installation file from the download section of Microsoft s website To download the WMDC installation file 1 With your computer connected to the internet open an internet browser Type the following into the browser s address bar microsoft com downloads 3 Inthe list of downloads Click on the following link if you have the 3
82. sort order Chapter 5 Monitoring E d Front Entrance M Entrance A Front Entrance M Front Entrance 4 Front Entrance ui Front Entrance M Front Entrance A Front Entrance uc Front Entrance MW Front Entrance 4 Front Entrance M Front Entrance M Front Entrance To Stop Monitoring 1 Click Monitoring Stop Monitoring am Reconnecied Reader Reconnecied Identity Vented Baker Jill Identity Verified Baker Jill Identity Llnknown 00 00 01 00 01 IdenttyYenfted Daken Jill Reader Reconnected Leave Command Moc Baker Jill Enter Command Mode Baker Jill Leave Command Moc Baker Jill Max ID Length Change 00 00 01 0001 Enter Command Mode Baker Jill Reader Reconnected 2 Monitoring Stopped will be displayed in the bottom right of the main window 67 68 SMSExpressUserManual Save Print Event List To Save the Event List 1 a pb W N Y Monttorcapture txt Notepad He Edt Format Wew Help C Documents and Settings Default UserXMy Documents Monitorcapture txt 8 30 2007 1 35 49 PM Date Time B 307 2007 3 30 2007 B 30 2007 bs eb ld s kl je pd Rod Reds E d d a a dod be To Print the Event List 1 2 3 PM FM PM PM PM PM PM PM PM In the monitoring screen click File gt Save As Enter a name for the file into the File Name box Click Save The file can be viewed using any text editing software Navigate to the lo
83. tails 1 Bring the HHD and either the USB cable or the Serial Cable with the CIP attached to it to the lock that needs programming Do not plug the USB CIP into the lock at this time 2 Select Start on the HHD Chapter 6 Using SMS Express 107 3 Select Schlage Utility Software SUS from the program menu The SUS login screen will open j Utility Software Gj 3 12 Login Screen Utility software Log on as Password 131 2 3 4 5 6j7 8 9 0 Tabq w e r t vjujij o p E T CAPla s d fjg h i k T z shift zx c v bjnim F Ctl at About Eq 4 Select Manager from the Log on drop down 5 Enter password into the password field default is 123456 6 Click Log On The main screen will open y Utility Software Gj z 3 12 Main Screen ok fs 3Ap20n 64 user syad200 main entrance ecm 64 User SET Z access test 600200 64 User No device connected z Device Options SUS Options About 7 Connect the HHD to the lock using the USB or CIP cables 8 Put the lock into programming mode see specific locks for details 108 SMSExpressUserManual 9 Click on Device Options The Device Options screen will open Utility Software G2 1 42 3 20 Device Options 10 Click on Program Lock Utility Software Gf 42 3 23 Program Lock AD200 64 user ad 00 main entrance CM 64 User LUZ DU Y access test CO200 64 User E Select the door fil
84. teps will show you where the synchronization folder is located on your computer To find the synchronization folder 1 If the WMDC is not already open do the following a Double click the WMDC icon in the system tray Ar 1145AM b In the Synchronization window double click the icon labeled Administrators PDA The WMDC window appears 2 Inthe WMDC window under the Mobile Device category a Click Change content sync settings The WMDC window displays a list of items that can be changed b Inthe list of items click to check the Files check box If it isn t already checked c Under Files click Sync Settings The following statement will appear On this computer synchronize the files in this folder Apath to a synchronization folder is shown under that statement 3 Make note of the path to the sync folder This information will be needed in a later step Changing the Path to the Synchronization Folder 1 Inthe SMS Express main menu a Click Settings b In the drop down menu click Program Settings A Program Settings window appears 20 SMSExpressUserManual 2 Inthe Program Settings window a Click the Programming tab b Click to select the radio button for Locks will be programmed with a Pocket PC device c Click the Change Folder button associated with that field The Select Path window will open d Navigate to and select the synchronization folder e Click OK The selection window will close and
85. the new path appears in the synchronization folder block of the SMS Express Program Settings window Click Save h N Connecting the HHD to the Desktop PC The HHD is connected to the desktop PC through a usb cable Whenever you are not using the pocket PC away from the desktop PC keep it connected to the AC adapter so it will stay fully charged Plug the HHD AC adapter into a power outlet Insert the AC adapter plug to the back of the HHD Attach the HHD s USB cable to the desktop PC Leave the Pocket PC connected to the power outlet until its battery is fully charged Pb N Chapter 3 Installing Starting SMS Express 21 Installing Starting SMS Express CHAPTER 3 Installing SMS Express 1 Start the download by either a If you have the SMS Express CD insert it in the CD ROM drive of your computer After a few moments the installation process begins automatically Follow the prompts on each window b If you have downloaded the installer please double click the file you downloaded Preparing to Install SMS Express 4 0 Setup is preparing the InstalShield Wizard which will guide you through the program setup process Pease wait Extracting SMS Express 4 0 msi 22 SMSExpressUserManual 2 The InstallShield Wizard will open to the Welcome screen Welcome to the InstallShield Wizard for SMS Express 4 0 The InstallShield R Wizard will install SMS Express 4 0 on your computer To continu
86. tials and Devices You can select which credentials and devices can be used with the system By selecting only the credentials and devices that you currently use screens and dialogs will be easier to navigate NOTE When you select or deselect credential and device types in this tab the credential and device types that are available on other screens will be changed i Program Settings Programming TimeDefauts Backup Select the Credential and device types that will be used with this software lv PIN Code w Using only 12 button keypads Iv Button Iw Card Magnetic or Proximity Y HandKey Schlage Electronic Programmable E Enable Lock amp Leave Set all existing locks to default None Serial portto be used when reading Credentials and programming 6 The default number of digits for auto generating PINs Close Help Specifying Which Credentials and Devices are Available in the System 1 Click Settings gt Program Settings 40 SMSExpressUserManual O Schlage Security Management System Express Stock List Program Settings B Operator Settings iii Mag Card Template Facility Settings Monitoring Audits Reports 2 Click Credentials and Devices LJ Program Settings Programming Y Credentials Select the Credential and device types iw PliiiCode iw Using or 3 Click to select deselect the desired credentials and devices v PIN Code v Usi 32 Button ard Macnetic ar Pro
87. up Folder Path 1 Click Settings Program Settings 56 SMSExpressUserManual LJ Schlage Security Management System Express Stock List Program settings Operator Settings Mag Card Template Facility Settings Monitoring Audits Reports 2 Click Backup Preferences Audits Time Defaults Backup 3 Click Change Folder to browse for the folder in which you want to store backup files or type the path to the folder in the box Files willbe placed in the folder specified below CA lt Change Folder 4 Click Save Enable Disable Prompt Before Backup 1 Click Settings gt Program Settings LJ Schlage Security Management System Express Stock List Program settings l B Operator Settings lil Mag Card Template Facility Settings Monitoring Audits Reports 2 Click Backup Preferences Audits Time Defaults Backup 3 Click to check or uncheck the box next to Prompt before backing up Facility to enable or disable iw Prompt before backing up Facility 4 Click Save Chapter5 Settings 57 Operator Settings Operator Settings is used to add delete and edit managers and operators Managers are configured on the left side of the screen Programmers are configured are the right side of the screen E Operators t3 System Operatore with all privileges System Operators wih Door programming privileges only Add Delete Change Password Add Delete Change Password
88. vice 7 Installing SMS Express 21 Installing Windows Mobile Device Center 18 Installing Starting SMS Express 21 Introduction 5 L Locating the Pocket PC Synchronization Folder e 49 Locking Device Cross Reference Table 6 M Mag Card Template 58 Manager Accounts e 57 Mark a Card as Lost 65 Mark an iButton as Lost 63 Monitoring 66 115 O Operator Settings 57 P Preferences 43 Program Settings 39 Programmer Accounts e 57 Programming 48 Programming a Lock 105 Programming a Lock Using a HHD 106 Purge Audits from Facility 48 R Reports 70 S Save Purged Audits 47 Save Print Event List 68 Select Audit Events to Save 69 Selecting a System Programming Device 105 Setting Credentials 30 Setting the Default PIN Length 41 Setting the Facility Backup Location 32 Setting the Synchronization Folder 34 Setting Up the Site Quick Start 30 Settings 39 SmarTime SMT 79 Specifying Which Credentials and Devices are Available in the System 39 Start Stop Monitoring 66 Starting SMS Express 78 Starting SMS Express Unlock Key 25 Stock List e 61 Stock List Cards 63 Stock List Buttons 61 116 Index System Components 75 T Technical Support 5 Time Defaults 51 Trash an iButton in the Stock List e 62 Trash Cards in the Stock List 65 U Updating Locks 110 User Time Zones 79 Users 85 Using an Enrollment Reader
89. vorites Tools Help ae Eri B m ck j 4 5 l j ha gt ES gt a F earch p Folders dress 2 Control Panel Mame 4 Comments id c Filter Configures speaker Accessibility Options Adjust your comput SE Add Hardware Installs and trouble T Add or Remove Programs Install or remove pr 453 Administrative Tools Configure administr a Adobe Gamma Calibrate monitor fo o Automatic Updates Set up Windows to p ClearType Tuning Adjust your text for Chapter 6 Appendix A Upgrading from Previous Versions of SMS Express 113 Open the Add or Remove Programs option f Add or Remove Programs DER icd kj Currently installed programs Show updates Change or Remove Programs Click here for support information rus SVR Client Applications To change this program or remove it from your computer dick Change or Remove Add New E Adobe Acrobat 7 1 0 Professional 606 00MB Programs A Adobe Flash Player 10 Activex B Adobe Flash Player 10 Plugin Adobe Photoshop CS 180 00MB Add Remove Windows BB Adobe Reader 8 1 0 86 50MB Components iE ALPS Touch Pad Driver iz 138mB Y Select Name from the Sort by drop down box Scroll down the list until you see SMSExpress Select it Click the Remove button SMS Express will be uninstalled 4 Delete the Schlage Security Management System Express folder from Program Files Because of the ProxXLator exe program the folder w
90. w user A user is anyone assigned a credential to operate specific doors locks 1 Click Users in the Main Window Chapter 6 Using SMS Express 85 2 Click New at the bottom of the left pane Lai Han tn Adae 1 Poir Frit Hana B a __ M Adda 2 fi Y3l Beach venum Mii Inia names 4 ban Ci Breus Fi sip H1 x ca nd Enlai or szke a Eroupta dassi fra Uaa Shae cs ZP County usa Activelon Dale fl gt Hone Phone 72512712 Hore rio Call Phone Es Coed atest Ce dhah gmin ia Paijan ar ay Das ee et l aup paris Acisi ad o Espio Cik the Pie Info buiton En see abal Ahh D por khpe support es propere Tha dalsuk dae rich anpeerz ce bs ss how Fre wei pia raa jl Getir gt Progs Deti rge ID HH iiil Hep 3 Enter up to 16 characters each for the Last Name and First Name fields the other fields are optional Assign users to groups by entering a group name in the Group field It s easier to manage multiple users when they re assigned to a group If multiple groups are currently available in the Group dropdown list make sure all new users are assigned to the proper group Speak with your site administrator if you are unsure what to select 4 Click Save to save the new record 5 Click Close to return to the Main Menu Editing a User Keep user information up to date by editing the user entry When a resident moves out and returns all credentials edit the user entry so that it shows information for the new resid
91. ximity iv andkey Note Credentials and devices with check marks next to them will be enabled in the system 4 If PIN credentials are enabled specify whether all locks in your facility have 12 button keypads PliNiCode W lisi See How the Number of Buttons Affects PINs for more information 5 If you are using any SPED Deadbolts in your facility and want to enable or disable the Lock amp Leave feature by default click to check or uncheck the check box for Enable Lock amp Leave Schlage Electronic Programmable C Enable Lock amp Leave Set all existing locks to default Chapter 5 Settings 41 Note If the Enable Lock amp Leave check box is checked all new SPED Deadbolt doors will have the Lock amp Leave feature enabled You can disable this feature later per door 6 If you have already created SPED Deadbolt doors in your facility and want to enable or disable the Lock amp Leave feature on all of them click Set all existing locks to default 7 All SPED Deadbolt doors already in the facility will be changed to match the currently selected default 8 Click Save How the Number of Buttons Affects PINs Some locks have only six 6 buttons while others have twelve 12 buttons If you are using locks with only six buttons in your facility the number of PIN combinations is halved since each button of a six button keypad has two numbers on it Six Button Keypad eje 96 OG For example if you are using an
92. y Has Not Been Entered fou have 30 days remaining in which ta obtain pour Unlock key Would you tke to get an unlock key ar enter yaur unlock key nir Obtain Unlock Key Conlinue 26 SMSExpressUserManual 5 Click Obtain Unlock Key The Select Appropriate Option Below window will open Select Appropriate Option Below PEELE EEE ELLE LEE LEE a x have already purchased this software and wantto received this software on a thal basis and went Information on purchasing 6 Click the radio button for the have already purchased this software option to obtain an Unlock Key 7 Click OK The Obtain Unlock Key window will open hos SMS Express Serial No AB1F 1353 6179 5A4AFE Software Version 3 5 22 To register software and obtain an unlock key please visit http securitytechnologies ingersollrand com register Proof of purchase is required to obtain an unlock key For Technical Support please visit www schlage com support 8 Follow the instruction on the Obtain Unlock Key window to receive your Unlock Key 9 Make note of the Unlock Key you will need to enter it in the steps below Chapter 3 Installing Starting SMS Express 10 Click OK The SMS Express Main Menu will open ooo E Schlage Security Management System Express Faciity Settings r eports Help Lleerz Doors Access Rights SmarTime SMT Generate Program Files Tour with Uplink ela 11 Exit SMS Ex
93. y locks with six button keypads in your facility the PINs 13579 and 24680 are the same because the same button combination is pressed to enter the two codes Twelve Button Keypad If you are using only locks with twelve button keypads in your facility each number has an individual key Therefore the PINs 13579 and 24680 are different because a different button combination is pressed to enter the two codes WOOO 9101919 0006 Setting the Default PIN Length 1 Click Settings gt Program Settings Schlage Security Management System Express Stock List Facility Settings Monitoring Audits Reports Program settings B Operator Settings A Mag Card Template 2 Click Credentials and Devices 42 SMSExpressUserManual LJ Program Settings Programming Y Select the Credential and device types mw PINCode iw Lsing ar 3 Select the default PIN length from the drop down box The default number af digits far auta generating PINs Save Close 4 Click Save Chapter5 Settings 43 Preferences The Preferences tab allows you to customize the look and functionality of some features of the system Time Defaults Credentials and Devices Preferences Preferences I Use Icon Buttons on Main Window I Enable Quick Loading of Stock Credentials Iv Show All Warning Messages len Language 44 SMSExpressUserManual Change the Look of the Main Window There are two options for the look

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