USER`S MANUAL - Smart Access Ltd
Contents
1. x Name M Locking plan Gonzalo Marco Grouped by LOCATION Unassigned x FIRST FLOOR xX Main entrance A Timezone 1 SECOND FLOOR none Marketing department FUNCTION Technical department Timezone 2 vr Calendar E Calendar 1 D Show calendar IV Office allowed IT Use increased open time Ti J Override privacy el diese 2 E gt AH X amp Print Close B oiw Bandeja de entrada te gece Access eng iE A ROM Pro Access EEA Kaa OK drawing 36 37 Manual Software Pro Access Page 38 e Now you can allocate a group or groups to the user you have selected in the same way that you set groups for doors e Repeat the procedure with every user and save the Name Locking plan Main entrance Grouped by FUNCTION Groups FIRST FLOOR bi Unassigned G COMMERCIAL STAFF Gonzalo Marco Timezone 1 i Javier Roquero Timezone 1 x Marc Handels Timezone 1 i Marta Olavarria A Timezone 1 rub n Ramos Timezone 1 Open time sec Increased open time TECHNICAL STAFF 6 20 Open mode and periods Open mode Standard z Lock state ES E k P Update required Valid until G amp Timezones S KM re A Sa 5 Print gt Close SC See e E TA I Bandeja de entrada M ROMPro Access eng E A ROM Pro Access LSE OLS drawing 37 Now you can go to the Door L2. Once an i button has been assigned to a user a key icon will appear on the left of a users name in the user list You will need to repeat this procedure for all the users in the system But it is recommended that you temporarily label every I button with a user reference as you assign them to prevent any mix ups when handing I buttons out to users Note that if you try to assign the same I button to different users the software will give an error message as it is impossible to assign the same I button to more than one user oh 1 In ea drawing 13 lf you want to remove a users key which has already been assigned select the relevant user and click the REMOVE KEY button Note that every time a change is made to the locking plan after the first initialization a small PPD icon will appear next to the affected locks in the LOCK LIST Window This is to remind you that a lock update is pending Chapter 5 in this guide explains how to use the PPD for lock updating 17 SAL Manual Software Pro Access Page 18 A ROM Pro Access test1 o la x Gonzalo Marco 1 Javier Roquero 1 1 1 Marc Handels Marta Olavarria C x Q The key of the following user will be removed rub n Ramos mj Confirm removal zl Note Use Ctrl Mouse left button or Shift arrow keys to select users to be printed or deleted Key assignmeni New Q View details E Delete ez Print gt Close Q Assign ke
3. SALTO ROM ACCESS CONTROL USERS MANUAL A Manual Software Pro Access PRO ACCESS SOFTWARE GUIDE PRO ACCESS SOFTWARE GUIDE 0 INTRODUCTION 1 INSTALLIG THE SOFTWARE 2 SOFTWARE OPERATORS AND COMPETENCIES OPERATORS COMPETENCIES 3 DESIGNING A LOCKING PLAN Users Doors Time zones Timed Periods Calendars Read a key 4 ADVANCED OPTIONS Identifying your building LOCK PPD WORKING WITH GROUPS AUDITOR BACK UP RESTORE BACK UP COMPACT REPAIR Page 1 13 13 18 22 24 26 28 30 30 31 32 33 39 39 40 41 A Manual Software Pro Access Page 2 5 USING THE PPD 42 MAIN MENU 42 Initializing locks 42 Up dating locks 45 Diagnostic 46 Collecting Audit Trail 48 SALTO Manual Software Pro Access Page 3 0 Introduction SALTO Pro Access software has been designed to manage the access control of a medium to large building with ROM identification carriers You can create locking plans with this system that allow you to control when and where different people are authorised to gain entry in a building Once we have made the whole lock plan we will carry all this information from the PC to every escutcheon using the PPD portable programming device which will turn to be the most important piece to do the maintenance in our access control A Manual Software Pro Access Page 4 1 Installig the software To install the SALTO Basic software your computer needs some minimum r
4. ib B z Clear aE Save drawing 21 24 Manual Software Pro Access Page 25 e Now you can define the time periods in which the set opening mode will apply This is performed in by dragging the arrows on the time bar or typing in the times in just the same way as time zones were set e Now you can define which week days holidays or special days are going to be valid to work within this time period e It is helpful to name the type of opening mode the time period applies to in the NAME box as opening periods are displayed using this field ie If Period is to be used for a Timed Office time period name it something like Timed Office e When you finish save the changes and repeat the procedure if you want to define more time periods marketing department automatic opening CR Fr j CG Pepe A 1 CC Pepe LI CC pes LL LL CC Pepe III 1 CC pes LL LL GC Pepe III 1 pros LL 1 Clear ez Print E Close gt Save drawing 22 The PRINT button can be used to get a hardcopy report for the time periods selecting between all the period list or only the details for one particular period 25 A Manual Software Pro Access Page 26 Calendars There are four years that are shown in the software the current year the previous year for reference and the two following years Each year has up to four different calendars that can be set and then applied to users It is important to define one o
5. 3 e ela 0 12 24 From To Mr wrr e H S1 2 imezone e 6 Timezone 6 L om mm SSA Aas Bleck Timezone 7 SSS S oe 00 00 00 00 e 8 Timezone 8 3 Timezone 9 00 00 00 00 OAR ALA PAW Je 10 Timezone 10 e 11 Timezone 11 00 00 00 00 BRAR RE e 12 Timezone 12 e 13 Timezone 13 00 00 mm DSSS Sa ais 14 Timezone 14 oa oan E ee a A ST 15 Timezone 15 i AA Hai e 16 Timezone 16 e 1 Timezone 17 Je 18 Timezone 18 Jo 19 Timezone 19 E Clear amp Print gt Close Drawing 18 22 Manual Software Pro Access Page 23 e The first thing to do is define a time interval This can be done by typing in the exact time in the From To boxes or by using the sliding arrow cursors on the time bar Once the times are set up you need to click on the week day or on the holidays or special days buttons to which the time zone will apply H S7 S2 stand for HOLIDAYS SPECIAL 1 and SPECIAL 2 e f you apply a time zone to a Holiday or a Special day it means the time zone will operate on the days set in the Calendar imezones imezone imezone imezone imezone 0 12 24 From To HT ot Ree oe In say Si imezone Se T Se Fratz WWW Il CR Pak S sm e Ces _ JJ C owes J 11S LI inne UC Ps TTT TI UC Ps TTT J J J imezone imezone imezone imezone ear gt Save ez Print Close Drawing 19 e To use the sliding arrows to define a time r
6. Designing a locking plan To explain how the SALTO Access software works this guide is going to use a hypothetical locking development It is important to note that you can do some operations with either the drop down menus or the tool bar icons Five main areas exist which we are going to work with although it does not matter you design the lock plan following this order or any other else The result will be the same 1 Users 2 Doors 3 Time zones 4 Periods 5 Calendars In reality it does not matter in which order you use these options to design the locking plan as the result will be the same However if you want to design your locking plan more easily first of all decide whether your installation has a lot of users or has a lot of doors If it has many doors then first define the doors and then the users then you can define each users access to a group of doors If you have many users define the users first followed by the doors The three other icons used are Connect used to connect to the PPD Read key and Audit Trail The functions of these icons will be explained later in this guide Users With this menu option we are going to create a user list containing details of people who use the building 13 Manual Software Pro Access Page 14 Click the USERS icon or click on the USERS option in the DATA menu of the tool bar If it is the first time this window has been activated the user list will be em
7. a r Mm Date Operator Event Obiect Aditionaldata E 17 06 2002 15 04 41 admin Key assigned Marta Olavarria 17 06 2002 15 04 46 admin Key assigned Rub n Ramos E 17 06 2002 15 14 21 admin New door puerta principal E 17 06 2002 15 1 7 02 admin New door departamento comercial Last 6 months 17 06 2002 15 17 45 admin New door almac n C Last 12 months E 17 06 2002 15 35 16 admin User modified Javier Roquero 17 06 2002 16 00 0 admin Logout From To 17 06 2002 16 06 02 admin Login 227057200 197067200 E 17 06 2002 16 14 48 admin Door modified almac n E 17 06 2002 16 14 5 admin Door modified departamento comercial Reload 17 06 2002 16 15 42 admin Door modified puerta principal E 17 06 2002 16 27 08 admin Door modified almac n Order by C Last 2 days C Last days Last 4 weeks Aececesssnsnensscssecnceceessee Last 3 months 17 06 2002 16 29 1 admin Logout Insertion order DI 17 06 2002 16 49 42 admin Login E 17 06 2002 16 53 0 admin Logout 17 06 2002 17 43 52 admin Login E 17 06 2002 17 Ar 2 admin User modified Gonzalo Marco E 17 06 2002 17 47 5 admin User modified Javier Roquero E 17 06 2002 17 48 07 admin User modified Mare Handels 17 06 2002 17 48 1 admin User modified Marta Olavarria e Print 17 06 2002 17 48 27 admin User modified Rita Barrera E 17 06 2002 17 48 21 admin User modified Rub n Ramos E Se E 17 06 2002 17 52 26 admin Logo
8. and the lock firmware Up dating locks When you make any lock plan change you have to transmit this change to the concerned doors e In order to load the PPD with the modified lock plan connect the PPD to the PC using the serial cable and go to the software main menu Clic on the CONNECT PPD icon e A window like the one below will open and you will see already marked the doors needing updating x Marketing department p Update required xX Technical department p Update required PPD order Al d Save as PPD ord PPD status Version 01 00 Serial number 1 000 0013 Fact date 05 10 2001 Battery high TH Language English Memory kb 128 0 128 Actions to do Select doors j T Allow emergency opening Select all er Download Initialize locks Select pending doors Download e Ch l Deselect al Ee Total 2 O Goe drawing 43 45 A Manual Software Pro Access Page 46 Note that when updating furniture it is not necessary to check any options in the ACTIONS TO DO box e Click on the DOWNLOAD button e Look at the PC display and when you see the progress bar reach 100 you will know the data transfer is finished e Then you can unplug the serial cable and go to the first set of Electronic Furniture that requires an update e Now connect the communication cable the one which has an i button on one end to the PPD e Go to the first set of Electronic Furniture that re
9. is necessary to initialize the relating escutcheon it is not enough to make an up date The PRINT button can be used to get a hardcopy report for the OPTIONS tags Select the drop down TOOLS menu and then go to OPTIONS Click on the PPD tab Com For i Auto detect Ce Select port General Lock PPD Groups Advanced Data duration in PPD days 1 Enable emergency opening IT Collect audit trail automatically when updating locks Direct to COM sl gt Close drawing 28 The first box is used to set how long locking plan data will stay in the PPD s memory in days If you put an X in the ENABLE EMERGENCY OPENING option then the emergency opening menu option will always be made available in the PPD even when the PPD data has expired 32 A Manual Software Pro Access Page 33 e f you X the COLLECT AUDIT TRAIL AUTOMATICALLY WHEN UPDATING LOCKS option then the function will work while you are up dating the lock and you will not need to activate it manually e The COMM PORT area is used to choose between auto detection of the serial port used for the PPD communication or it allows you to manually define the serial port you use for the PPD e The PRINT button can be used to get a hardcopy report for all the OPTIONS tags WORKING WITH GROUPS Select TOOLS OPTIONS from the main menu and then select the Groups tab in the Options window The Groups window that opens is where you can
10. to the standard open time setting This allows the l buttons of users who have the USE DISABLED DELAY box checked to operate with the extended setting It is recommended that this time should be double the standard setting Note that you should take into account that the electronic furniture locks in two ways by action or by time If you present an authorised I button but do not touch the handle the furniture will lock after the opening time in seconds if you operate the handle the furniture will lock immediately after release To set up which users are allowed access to each lock mark with an X who is going to be allowed through the door in the locking plan user list Note that setting up the locking plan of users and doors can be done here or in the user detail window The result is the same Note that the system assigns 24 hour access ALWAYS to every authorised user of a door unless a time zone is defined for a particular user To assign a time zone to a user Just select the user from the list and click on the button which has a clock symbol Then we can modify or create time zones as required More than one time zone can be set for each user How to use the Time zone function will be explained later in this guide The SAME AS button can be used to assign to the current door any group of authorised users that have been previously assigned to another door At the left lower corner of this window you can see a button c
11. you enable any of these fields as well it will later appear in the user detail window to be fill in with the piece of information at your only option Save changes before proceeding to the following tags The PRINT button can be used to get a hardcopy report for all the OPTIONS tags General lock PPD groups advanced when these tags have been completely configured In this window we will specify some operating features of the electronic locks Jh Allow lock erasing Jh Enable audit trail J Audit alsa shows denied access attempts den Print Close ALLOW LOCK ERASING if you enable this option any user will be able to erase any locking plan from a set of electronic furniture by pressing the CLR button and presenting any I button to the reader at the same time This option should only be enabled in special circumstances as accidental or planned erasure of the locking plan could pose a security risk Note if you want to enable the lock erasure for a particular set of electronic furniture you will have to initialize again this electronic lock in order to enable the lock erasure 31 PPD Manual Software Pro Access Page 32 You can activate the AUDIT ALSO SHOWS DENIED ACCESS ATTEMPTS check box if you want the Audit Trail to show door failed access attempts You can activate the ENABLE AUDIT TRAIL check box if you want the lock to keep in its memory the openings made If you change this CHECK BOX it
12. ARNING if you leave this option enabled by default you must realise that any unauthorised person who takes the PPD will be able to open all building doors needing no user key Take this risk into account if you are responsible for the security of the building 49 Manual Software Pro Access Page 50 To do an emergency opening follow these steps In the Access software on the PC put an X in the ALLOW EMERGENCY OPENING option in the ACTIONS TO DO box Download data from the PC to the PPD Take the PPD and go to the blocked door Turn the PPD on and select the EMERGENCY OPENING option Press the OK key and you will see the CONNECT TO LOCK message displayed Connect the special three pin connector cable to the PPD and insert the three pin connector end into the emergency opening port below the reader on the Electronic Furniture Wait for 3 or 4 seconds and the PPD will give you the message DOOR OPENED If the door belongs to the locking system Replace the batteries in the Electronic Furniture and up date it via the PPD with the current locking plan because although the Electronic Furniture memory is non volatile and keeps the locking plan information it is possible the lock has lost the date and time data 50
13. D using the serial cable Now you can click on the AUDIT TRAIL icon in the software main menu Then click on the CONNECT PPD button to view the Audit Trail on the PC display you can order the events by users by locks or by operations 48 A Manual Software Pro Access Page 49 ioi x Date filtering Last 2 days C Last days 25 03 2003 12 17 14 Main entrance admin Ge Last 4 weeks E 25 03 2003 12 17 32 Main entrance Javi uero E 25 03 2003 12 17 36 Main entrance t t t Last 3 months C Last 6 months C Last 12 months E 25 03 2003 12 17 40 Main entrance From To 25 02 200 25 03 200 Reload gt Close drawing 44 e lf you want to turn this window into a text file just press the EXPORT button and you will be able to choose the folder where you want to save this file e If you want to have all this information in a printed paper just press the PRINT button and you will obtain the AUDIT TRAIL printed down when a proper printer is connected to your computer e It is recommended from time to time to purge the AUDIT TRAIL window to occupy not so much memory space In order to do this just press the PURGE button Emergency opening_ This PPD menu option is used to open a lock which has run out of batteries The fact the EMERGENCY OPENING option is available or not in the PPD main menu depends on your selection in the software TOOLS OPTIONS PPD menu W
14. INITIALIZE option Press the OK key and you will see the first door in the list displayed Make sure this name belongs to the Electronic Furniture you are about to initialize Make sure no mistakes are made when giving names to furniture as this could result in furniture being fitted to the wrong doors and access being incorrectly set up in a building Press the OK key and you will see the CONNECT TO LOCK message Place the i button connection cable on the reader of the Electronic Furniture Make sure you hold the connector in contact for a few seconds while the data transfer is 44 A Manual Software Pro Access Page 45 working If the transmission finishes successfully you will see the INITIALIZED message displayed e In order to initialize the remaining sets of Electronic Furniture repeat this procedure being careful to assign the correct door names to every set of furniture Note If you want to know which sets of Electronic Furniture are still pending for initialization go to the LOCK LIST option in the PPD main menu and you will see a list of the doors to be initialized e When you have finished initializing all doors go to the computer and connect the PPD to it using the serial cable Click on the software main menu icon CONNECT PPD to pass all data from the PPD to the software Now the software will show you the latest updated information about furniture battery status the sets of furniture that require updating
15. READ KEY from the PPD menu The software will ask you to place the l button on the PPD reader 28 Manual Software Pro Access Page 29 REY ASSIGNED TO Marc Handels STATUS kep being used ACTIVE 17 06 2002 15 03 54 CANCELED gt Close drawing 26 e Once you have placed the I button on the PPD reader the name of the I button owner will immediately appear 29 A Manual Software Pro Access 4 Advanced options Here we will explain some secondary functions Identifying your building Page 30 Select the drop down TOOLS menu and then the OPTIONS function e Under the General tag we will see the name that we gave to the database at the beginning e Type in your town name and your state country name in the relating boxes e In the GENERAL PURPOSE FIELDS FOR USERS you can define different features which are going to appear if enabled in the detail windows for users e FIRST DAY OF WEEK in this box you can choose which is the usual first day of week in your country This data affects the calendar structure Property name ftes City dn State First day of week Monday e g Print General purpose fields for users Enable field 1 Enable field 2 Ge Enable field 3 Ge gt Close drawing 27 30 LOCK Manual Software Pro Access Page 31 On the right hand side column there is a box called GENERAL PURPOSE FIELDS FOR USERS If
16. alled FIRMWARE This button will be not active until the first time the lock is initialized From the initialization point onwards this button will provide us access to information about the electronic furnitures serial number and its date of manufacture 20 Manual Software Pro Access Page 21 Once you have defined all data concerning the door save the changes and repeat the procedure with every set of electronic furniture used in the system Make sure you have set up which users are going to be allowed access in every door When all doors have been set up you will have a Door list similar to the following Note Use Ctrl Mouse left button or Shift arrow keys to select locks to be printed or deleted i View details E Delete EH Print gt Close drawing 17 Note that every time a change is made to the locking plan after the first initialization a small lock icon will appear next to the affected locks in the DOOR LIST window This is to remind you that a lock update is pending Chapter 5 in this guide explains how to use the PPD for lock updating lf you want to see a doors settings just select this door and click on the SEE DETAILS button or double click the door in the list lf we want to remove a lock from the list just select this lock and click on the DELETE button You can see a little icon for every door representing the battery status It is important to note that this value will not be real
17. alo Marco SECOND FLOOR z IS Javier Roquero x Marc Handels Marta Olavarria IC rub n Ramos Standard ei Timezone 1 Timezone 1 Timezone 1 Timezone 1 Timezone 1 drawing 33 e Repeat the procedure for every door until all doors are classified Door view Technical department ISECOND FLOOR x Gonzalo Marco x Javier Roquero x Mare Handels F Marta Olavarria M rub n Ramos Period ei ZS Timezone 2 Timezone 2 Timezone 2 show firmware drawing 34 36 Manual Software Pro Access Page 37 e Now when you open the Door List window you will see every door listed showing which group classification it has a FLOOR SECOND FLOOR eenn Automatic open Main entrance Marketing department oft Note Use Ctr Mouse left button or Shift arrow keys to select locks to be printed or deleted New Sc E Delete amp Print Close drawing 35 Now you can go to the USER LIST and set up the user groups If you select a user and click on View Details you will now see the doors authorised for each person grouped by the criteria you chose At the top right of the User View window you will see a box named GROUPED BY Use the arrow button to show the groups that you have set up for the doors and select the group heading that shows the doors in the most convenient order for you to work with
18. cess M Pro_Access esp Si Blpro cress AU 489 ES 14 51 drawing 7 11 Manual Software Pro Access Page 12 Operators belonging to ADMINISTRATOR group may have access to full program menu functionality Administrator has the ability to create further operator groups if he seems it convenient To create a new group click the NEW button on the bottom part of this window DATA x fy Edit doors X amp Edit user X cf Edit timezone S cb Edit timed period x E Edit calendar sl CH CH m wo Compact DB Edit configuration options System auditor P si Edit operator E Ay Edit operator group gt Close ba a kk t X drawing 8 In order to modify competencies of an existing group you must grey out this group in the list the line gets blue and click the VIEW DETAILS button A window like the previous one will be displayed e From this window the operator may add or delete program functionality by clicking with the mouse on the check boxes located on the left hand side of every option The option being ticked off this option will appear as an enabled option for the operator handling the program Were the option not ticked off it will not appear as an enabled option for the operator within this group e Administrator should save changes when he has finished adding or deleting menu options for these group operators 12 A Manual Software Pro Access Page 13 3
19. d 4 Automatic Opening the door will automatically go into automatic open mode at the beginning of a time interval and it will change to standard mode at the end of this interval To physically set office mode for a door just hold down the inner handle while presenting an authorised l button to the outer reader To clear office mode just repeat the same procedure Brome File Dati Name Di Main entrance Locking plan Grouped by lt None gt H Timezone1 Timezone1 lt gt Always lt gt Always lt gt Always amp Gonzalo Marco Javier Roquero x Marc Handels x Marta Olavarria rub n Ramos Select timezone x Timezone 1 ii cf Timezones Em Open time sec Increased open time 6 20 mOpen mode and periods Open mode Standard e Lock state pe b P Update required Valid until S Note Show firmware ee kk KM X En Save i Print gt Close inicio B nin J Bandeja de en A ROM Pro Acc lt SJC Documents el Bonge aerer SEO drawing 16 10 22 Manual Software Pro Access Page 20 In this LOCK VIEW window you can change the time delay between presenting an I button and the electronic furniture re locking by entering the time delay in seconds in the OPEN TIME sec box For people with disabilities you can use the DISABLED DELAY TIME box and enter a different time
20. d our locking plan on the software we have to transfer all the system information from the management PC to the PPD To do this we need to initialize every set of electronic furniture This will give it a fixed name and load the initial locking plan settings 42 Manual Software Pro Access Page 43 e In order to load the PPD with the data from our locking plan just connect the PPD to the PC using the serial cable and go to the main menu in the software Click on the icon CONNECT PPD luca un Access Dest WS ziej IW ate FAL 7 Hen L ni k ep el i Users Droma Timezones Timed periods Cake Cnnnnri Arad ken Eimi rad Ku Thi PPD does not belong ro the zeztem Do mt waant ites PO fo be indbiadirect Waren w 8glsbkzku a PPD ad debe eel le gepeatlter SH ww DEL MEME isana PDOA auto froe H E Sod CA dancing dn entrada Cu Bo Aeren eg Miros H ROM Pro access RO wen Drawing 41 e lf this is the first time you are using the PPD to download a locking plan you may find an error message like the one in the drawing above Click on the YES button to confirm that this PPD is to be used in this building only exclusive use e Now a window like the one in the drawing below will be opened and you will see the doors needing initialization already marked with an X Xx ae i EI xX Main entrance F Update required Marketing department Update required Order by Techn
21. e 28 When you have finished setting up the first calendar make sure you Save it by clicking on the SAVE button and then continue setting up any other calendars you want to use You can now choose to apply a calendar to users by setting it in the User view window The PRINT button can be used to get a hardcopy report for the calendars you can select between printing all the calendar list or only the details relating one particular calendar Calendars i x E Calendar 4 Calendar 2 Description technical department calendar 2003 gt March April May June October November December Day type Daylight Saving Time J Enable DST Month Day Tim e Im Bj Bj DST Forward March DI 30 DI 2 ele Normal Holidays Speciall Special2 DST Backward October Ge d B x 5 D Clear 3 Save amp Print Close Prsi A tnicia B A era 1 Randeia de en A DNM Denice EAr ANarmente fil IRAMPrn frres w LS AAA ne Read a key drawing 25 This function is used to display on the screen the information about any l button Let s suppose we find a lost l button and as there are no markings or tags on it we do not know whose it is We can find out easily by using the PPD to read the information on the l button and display it on the computer screen Connect the PPD to the computer using the serial cable and click on the READ KEY icon on the tool bar or select
22. elating to a time zone just drag the upper sliding arrow cursor with the mouse to the starting time interval Then drag the lower sliding arrow cursor to the ending time interval s T Ss rte ME Il II ee as fff ey 1 ToN eps Je JJ J J J TI ee RnR 13 Timezone 13 LO w G TI Ors east ss jj TI Dee a Clear 2 Save amp Print gt Close drawing 20 23 A Manual Software Pro Access Page 24 e Every time you define a time zone save the changes before moving on to the next one e The PRINT button can be used to get a hardcopy report for the time zones You can select between printing all the time zone list or only the details for one particular time Zone Timed Periods Timed Periods are time intervals in which a lock mode can be enabled As Time zones are related to users Timed periods are related to doors It will be necessary to define some timed periods in our system if when we defined the Opening mode in the door list window we set the Timed office mode or Automatic opening mode on To set up some timed periods click on the TIMED PERIODS icon on the Tool bar or on the Timed periods option in the DATA pull down menu A window like the following will be displayed 0 12 24 From To UC w T UC w TETTITI UC s J JJ J J Loo w J ES J J J UC ebe JJ JJ JJ UC s J J JJ J J C w J UC ebe JJ JJ J J In Se Be E E BS RSR E RSR RSR SES CITT
23. equirements which are the following e RAM memory 64MB minimum 128MB advisable e Available memory in HD 20 MB e Operative system windows 98 99 2000 NT 4 0 e MDAC version 2 1 or higher e PROCESSOR Pentium Il or greater The SALTO CD ROM contains an installation assistant which starts automatically if you double click the icon SETUP EXE Follow the on screen instructions to complete the software installation INSTALLATION PROBLEMS SALTO software requires MDAC version 2 1 or higher Microsoft Data Access Components to be installed in your system Windows 2000 and Windows Millennium comply with this requirement However Windows 95 98 or NT may not have it To see whether your system has MDAC 2 1 or higher follow the instructions below e Start the SALTO Access software and select the menu option HELP ABOUT e An information window will be displayed with the main system data Here you can see your Computere MDAC version If the MDAC software does not exist or your version is lower than 2 1 you will have to install a new MDAC on your hard disk A Manual Software Pro Access Page 5 INSTALLING MDAC ON YOUR HARD DISK On the SALTO CD ROM you will find a file called mdac_typ exe This file installs MDAC version 2 5 on to your computer To install this file follow the steps below e Make sure your system has no MDAC software or shows a version lower than 2 1 see the paragraph above e Cl
24. ge 43 Please make sure your PC clock is not delayed nor advanced because the system time depends on the PC clock A Manual Software Pro Access Page 7 2 Software operators and competencies Before starting to design a locking plan the first thing to do is name the system database that we are going to work with Then you have to assign a directory and a path to this database e First of all start the SALTO software e Then select the FILE menu e And then select the NEW DB option e A window will be displayed SH is 36 drawing 1 Manual Software Pro Access Page 8 Fa crear nueva base de datos DI x Nombre de la propiedad el Seleccionar carpeta TE Windows Media Player LS Windows NT ER Documents and Settings AG intercambio feel D dln H unzipped BM windows o CH WINNT o Disco compacto D T drawing 2 e Now give a name to the database and assign a directory to it if you are working in a LAN connected system you must define the path to the server on which the database will reside e tis a good idea to name the database with the company name so that the file is easy to recognise e It is also important to remember the database directory and to make a database back copy after designing the locking plan e When you are sure about the database name and its location you must click on the OK button The first time
25. grammed to allow office mode You can X the USE INCREASED OPEN TIME option for users with disabilities If you look at the active window you will see top right a litle box named GROUPED BY This facility helps in organising users and doors and will be explained later in the ADVANCED OPTIONS chapter page 22 There are several arrows at the lower left corner of this active window You can use these arrows to go upwards of downwards through the user list one by one lt gt or straight to the first or last user from the list I lt gt l The SEARCH button can be used to find a particular door among all of the doors that this user can enter these doors will only appear if you have defined some To find a particular door just enter the first 3 or 4 letters from the door name After saving the changes you can close this window and repeat the procedure as many times as you have users for the building The user list will increase until in the end you will have something like the following picture E Note Use Ctrl Mouse left button or Shift arrow keys to select users to be printed or deleted gt Key assignment New Q View details i e den Print gt Close amp Assign key X Remove key Gi cm E drawing 11 15 Note Use Ctrl Mouse left button or Shift arrow keys to select users to be printed or deleted Key assignmen Manual Software Pro Access Page 16 If you have the above w
26. ical department Update required PPD order D t Save as PPD order MPPD status Version 01 00 Serial number 1 000 0013 Fact date 05 10 2001 Battery high TH Language English Memory kb 128 0 128 Actions to do Select doors Allow emergency opening Select all EE EE Download kW Initialize locks Select pending doors Download ete Total 3 gt Close drawing 42 43 Manual Software Pro Access Page 44 In this window you can see at the lower left corner a box named ACTIONS TO DO You have to mark in this box the action you are going to do with the PPD 1 If you mark ALLOW EMERGENCY OPENING this option will be then available in the PPD main menu lf you mark INITIALIZE LOCKS this option will be then available in the PPD main menu this is what we are going to do now If you do not mark any of this actions the only thing you could do would be UP DATE LOCKS You can change the language for the messages in the PPD display In order to do this just clic on the CHANGE LANGUAGE button When you have the doors in the desired order clic on the DOWNLOAD button The data transmission between PC and PPD will take several seconds Look at the PC display and when you see the progress bar reaching 100 you will Know the transfer is finished Connect the communication cable which has an i button on one end to the PPD Turn the PPD on by pressing the C key Then look for the
27. imes it is recommendable to compact it to save some memory space 2 REPAIR Sometimes the data base can be damaged because of a power supply fail during the software operation This option REPAIR can be used to repair a damaged data base if we suspect there have been any problem PROM Pro access test1 18 x Fie Data PPD Tools Help Ly Y LY Gare ES f A Nd eh mei Users Doors Timezones Timed periods Calendar Connect Read key Audit trail x Q DB is going to be compacted and repaired Continue Operator admin 25 03 2003 12 04 10 PPD COM AUTO AAinicio H E E wA Bandeja de entrada fl ROMPro Access eng Ada ROM Pro Access POA cs Rie ae 12 04 drawing 40 41 A Manual Software Pro Access Page 42 5 Using the PPD The PPD is a transfer device which is used to transmit all lock data from the management PC to the electronic furniture If you are in any doubt about how to use the PPD please read the PPD user manual that is supplied on the SALTO software CD ROM MAIN MENU The main menu options for the PPD are shown below Not all these menu options are always available in the main menu it depends on which you have enabled from the SALTO management software on the PC However the DIAGNOSTIC and COLLECT AUDIT TRAIL options will always be available PPD MAIN MENU LOCK LIST AUDIT TRAIL EMERGENCY OPENING INITIALIZE DIAGNOSTIC Initializing locks Once we have finishe
28. in the calendar it does not mean a user is not going to have access to the building on that day It depends upon whether you enabled or not time zones to operate on holidays or special days x cr Calendar 1 Description siatce L E sofi February pp Mac Bo EREREERCE Calendar 4 Aer BP al cla clad Ms ida ii ea es Jn BE id eda iw BE EREESES August EEN EC eleeded edad ott a EEBEERCSEE EH BEGEREEEEEEEEEEG EE ng EEEERREREEEER ESERE Day type Daylight Saving Time J Enable DST Month Day Time In Bj a UI DST Forward March gt 30 sl 2 gt 6 Normal Holidays Speciall Special2 DST Backward October B z 5 Clear KS ez Print Close z toiche BW 2S CH rA A Randeia de en ome Aaicinaruments PARAMPrntcces N ARADEA tna drawing 24 We can also define two days a year when daylight savings changes apply Although the software sets two dates by default you can change these dates or even the times so that they take effect when you want Click on the Enable DST box and use the mouse to change these days or times By using this function the SALTO electronic furniture will automatically change the time on the chosen days Marking a X in the Enable DST box will mean that the DST hours you have set will take effect If you want to delete the selections made in a calendar click on the CLEAR button note this clears ALL selections 27 Manual Software Pro Access Pag
29. indow active and you want to know a users details just click on the SEE DETAILS button If you have included a wrong user select this user and click the DELETE button The SORTED BY box can be used to order the user list by name or by key If you have not assigned keys to every user yet the users without key will appear together at the end of the list The button PRINT can be used to print reports about the user list You can print all the user list or only the details relating a particular user This option is more useful when the data base is completely designed So you can see the doors which every user is able to open Now that all users are set up you can assign keys I buttons to them For this task you need to use the l button PPD and you will also need i buttons for the users In the User list window select a user and click the ASSIGN KEY button Connect the PPD to the PC using the serial cable this will work OK with the PPD turned off The software will then ask you to put the button on the PPD reader S E New G View details D Delete amp Print Eaa KR emove Pvicio BFE Si EIBandeja de entrada Bee 8 41 drawing 12 16 Note Use Ctrll Mouse left button or Shift arrow keys to select users to be printed or deleted ey assignmen New G View details El Delete ee Print Close f i ili em ep a h II n z 5 i Manual Software Pro Access Page 17
30. ing Figure x Name Operator group Andr s Blanco Administrator group User name Language Joperator2 Espa ol M Password fi 234 Wa k KM bk cb Save gt Close drawing 5 e You will have to write the operator s name his user name that is stored at the login and a password e The system brings by default 1 operator group Administrator e Specify also the language this operator will use when running the application 10 Manual Software Pro Access Page 11 e Next save changes and close the window e You must immediately inform the password you have just registered to the operator since he will need it to access the application Follow this procedure as many times as new operator you want to create and you will see how the operator list enlarges BER Sort Search bh Name ha EI 2 Operator group Administrator group Administrator group drawing 6 Once you have created the necessary new operators on your system you may close this window and return to the TOOLS OPERATORS AND PERMISSIONS OPERATORS GROUPS pull up menu Within this option operator group competencies can be set lt lt eis Fie Data PPD Tools Help de RES Read key Audit trail Make backup Restore backup Options Operator admin 17 06 2002 14 51 23 PPD COM AUTO PAinicio D E w w Bandeja de entr ROM Pro Ac
31. ist window and select a door and view its details The locking plan list of users for the selected door can now be seen and grouped using any of the groups that you have set up To change the view just click on the GROUPED BY box arrow and select the group that best suits your needs In our example choosing FUNCTION in the Grouped By box will show users listed under the groups Technical Staff and Commercial Staff NOTE that when the grouped users are shown in the locking plan list a small box with a sign appears next to the group name Clicking on the box will show the list of users under each group on the screen Once you have taken the time to set up the groups and apply them to the Users and Doors this function becomes a very powerful tool for arranging and checking user access for each door in a complicated system 38 AUDITOR BACK UP Manual Software Pro Access Page 39 e f you select the AUDITOR option in the pop up menu TOOLS a window like the following will be shown Here all the operations made by the operator appear in cronological order You can choose the order between operators operations etc e lf you want to have in a printed paper all this information just press the button PRINT when a proper printer is on line with your computer e f you want to clean this window to get more available memory space just press the PURGE button system auditor EE BER Date filtering BAB zf el Wi
32. min 25 03 2003 11 44 04 PPD COM AUTO Ainicio H E wi e Bandeja de entrada f fl ROMPro Access eng Gen ROM Pro Access BEE HEN 11 44 drawing 31 Behind each Grouping heading we need to name the groups that users or doors will be classified under To do this click on the little square to the right of each Grouping Heading A window like the following will be displayed in which you can add the names you want 34 Manual Software Pro Access Page 35 COMMERCIAL STAFF ff Ok x Cancel drawing 32 Repeat the procedure until you have set up all the groups that you will need according to your lock plan and save the changes Now you can go to the DOOR LIST Window and USER LIST Window to classify each door and user under their respective groups Starting with the DOOR LIST Click on the DOORS icon on the Tool bar or select Doors from the software main menu and you will see the list of doors that you have set up Now select the first Door from the list and click on the SEE DETAILS button The door list window opens and you will see that the group fields under your group headings are blank Click on the small arrow button and this will show the lists of groups that you have set up under each group heading Now choose the group you would like this door to be classified under and save the changes 35 SALTO Manual Software Pro Access Door view FIRST FLOOR ei FIRST FLOOR e IS Gonz
33. ose all your active applications because they may use MDAC Word Excel Access Power Point Internet Explorer Outlook etc e Log on to your system as the administrator e Double click mdac_typ exe on the SALTO CD_ROM to install MDAC version 2 5 on to your hard disk Follow this path D Mdac Mdac2 5SP2 Language mdac_typ e We recommend you read the following file on the SALTO CD ROM D Mdac mdac_ readme txt SOFTWARE REGISTRATION Once the SALTO pro access software has been installed on your PC you can start using the software However the first time you start the Pro access application you will see a message asking you to register the software on the SALTO Web site www saltosystems com with the software serial number When you make this registration you will receive an E mail from SALTO with a customer password You can use this password to get software updates and valuable information about new SALTO products WARNING 1 It is very important to make a back copy of the data base you are working with in your computer Salto Systems strongly recommends it in order to be able to keep the system control even when the original data base has been lost page 35 Manual Software Pro Access Page 6 2 Always make an up date of the escutcheon after a battery change or when 1 battery has been removed This is to maintain the proper clock working because the lock clock stops when the batteries are dead pa
34. ow keys to go through the lines and see all diagnostics Below is an example of a diagnostic read out DEVICE 101 FIRMWARE 2 1 SERIAL NUM AS1003457 FACT DATE 10 02 2001 MEMORY 16kb BELONGS TO THE SYSTEM 7 05 2001 13 06 In order to repeat the diagnose procedure with more doors press the C key and go to the next door Do not worry about the PPD turning off while you go from one door to the next because it will automatically turn on when connected to the next set of Electronic Furniture The PPD switches on automatically for reiterative operations 47 Manual Software Pro Access Page 48 Collecting Audit Trail In order to view the events that have occurred in one or more locks you require the PPD Connect the communication cable the cable with an l button on one end to the PPD Visit the door you want to collect the audit trail from Turn the PPD on by pressing the C key Use the arrow keys on the PPD to look for the COLLECT AUDIT TRAIL option Then press the OK key You will see the CONNECT TO LOCK message displayed Connect the PPD to the Electronic Furniture using the communication cable and hold the l button cable in contact for a few seconds while data transfer is made When the update is finished you will see the UP DATED message displayed You can repeat this procedure for all doors needing audit Trail When you have finished go to the PC and connect the PP
35. pty lax Sort Search P 4 is iby Name zl ae a 0 BIZ ELSE H Note Use Ctrl Mouse left button or Shift arrow keys to select users to be printed or deleted New Delete S Print gt Close ER ili em ep a h II aa z S S i a L h ne m a s drawing 9 e To adda new user to the list click the NEW button e You will see a large blank field in the window just opened Our system doors will appear in this field wnen we have defined them So the area is still blank e Type in your first user name Now you need to define this users attributes Name Locking plan Gonzalo Marco Grouped by lt None gt fi Timezones Calendar E Calendar 1 v H Show calendar JV Office allowed Use increased open time 8 J Override privacy el El menes 0 H ee M ave ez Print gt Close E Ka w I HilBandeja de entrada ROM Pro Access fa ROMPro Access eng H Ls drawing 10 e a SS 14 Manual Software Pro Access Page 15 You can assign a calendar to this person noting that you can have up to 4 calendars to choose from by clicking the SEE CALENDARS button You can design one or more calendars according to your needs and this will be explained in more detail later in the calendars chapter page 19 You can X the OFFICE MODE ALLOWED option if this user is going to be allowed to set office mode in a door which is pro
36. quires updating Turn the PPD on and you will see the LOCK LIST option displayed Place the cable I button on the reader of the Electronic Furniture and the furniture will be automatically updated This operation can be also made with the PPD turned off e You will see that as each set of furniture is updated its name disappears from the LOCK LIST e When you have finished updating all Electronic Furniture in a building LOCK LIST will show the message NOTHING TO DO connect the PPD to the PC again and go to the software main menu Click on the CONNECT PPD icon to pass the PPD information to the PC Now the software will show you the latest updated information about the furniture s battery status and the furniture that requires updating Diagnostic The PPD can be used to view a list of diagnostic information about each set of Electronic Furniture Connect the communication cable which has an button on one end to the PPD and visit the door you want to diagnose 46 Manual Software Pro Access Page 47 e Turn the PPD on by pressing the C key e You will see MAIN MENU displayed e Using the arrow keys go through the menu options until you see the DIAGNOSTIC option e Press the OK key e The message CONNECT TO LOCK will be displayed e Place the communication cable button on the reader and hold in contact for 1 or 2 seconds All the Electronic Furniture information will appear in the PPD display Use the arr
37. r more calendars in our system because they have two functions 1 To determinate which year days are valid or not for the application of the time zones and time periods that have been defined 2 To determinate which days are going to be the daylight saving change days To set up the calendars click on the CALENDARS icon on the Tool bar or on the Calendar option in the DATA pull down menu cr Calendar 1 Description 2003 gt February March Aii Peele deae eea May ERREG WOREN EEG Bes June July September October November z December did soi eae oe Day type Daylight Saving Time J Enable DST Month Day Time Im Ej B al DST Forward March DI 30 DI 2 D 6 Normal Holidays Speciall Special2 DST Backward October gt Ge d B x 5 Clear EY Save S Print E Close i tnicin l D era Randeia de en l DOM Denice Ehe mere BO IRAMPrn arres In e rt mm e Firstly you need to assign a category Normal Holiday or Special to every day or group of days following the requirements of our locking plan 26 Manual Software Pro Access Page 27 Highlight using the mouse the day or group of days you want to assign a category to and then click on the little square representing the kind of day you want to define for selected day s normal holiday special 1 special 2 It is important to remember that just because we have classified a holiday or special day
38. set some classification criteria for users and locks these classifications or groups will help you in organising and setting up a locking plan In this example the Doors will be grouped by their LOCATION and Users are going to be grouped by their job FUNCTION General Lack FFO Groups Advanced Door groups User groups Grouping 1 Grouping 1 Grouping 2 Grouping 2 Grouping 3 Grouping Grouping 4 Grouping 4 gt Close drawing 29 e There are four Grouping headings that can be classified for users and doors The door groups are in the left columns and the user groups are in the right columns 33 Manual Software Pro Access General Lock PPD Groups Advanced Door group Grouping 1 LOCATION Grouping 2 a al Grouping Grouping 4 D Cave 8 Print Page 34 User group Grouping 1 FUNCTION E Grouping 2 Grouping 3 Grouping 4 gt Close drawing 30 For every Grouping heading up to four you will need to type in the group names that are going to be used When you have finished save the changes Bou pro Access test1 2 x File Data PPD Tools Help fL aw aa d GL Des E ly LY Qi S WG ee Users Doors Timezones Timed periods Calendar Connect Read key Audit trail General BZ BE Door gror Grouping LOCATII Grouping ae SECOND FLOOR rouping Grouping X Cancel X Cancel Operator ad
39. until the first PPD to lock initialization has been performed and the PPD has been connected back up to the computer to update the real situation 21 A Manual Software Pro Access Page 22 e The PRINT button can be used to get a hardcopy report for the doors You can select between printing all the door list or only the details concerning one particular door A D Pro Access test1 co x File Data PPD Tools Helo Standard Automatic open Period Print options E xj Options C All Format fal Detailed Listed JA Ok X Cancel oft Note Use Ctrl Mouse left button or Shift arrow keys to select locks to be printed or deleted New View details E Delete gt Close Op nicio g Esa eJBandeja de en A ROM Pro Acc C Documents S Ba ROMPro Acces SEOs 10 33 Time zones In this main menu option you can specify time zones for users Up to thirty different time zones can be set each with six time options The time zones you set will only apply to a user if they are set for that user with the MODIFY button in the USER VIEW or DOOR VIEW windows To set up some time zones click on the TIME ZONES option on the Tool bar or on the Time zones option in the DATA pull down menu A window like the following will be displayed Timezones E Name Color Timezone 1 Ing D 1 Description 2 2 Timezone 2 staff timezone 3 Timezone
40. ut Dez ha E drawing 38 If you select the BACK UP option in the pop up menu TOOLS the program will make a back copy of the data base you are working with and will always save it in the same folder where the original data base was saved 39 Manual Software Pro Access Page 40 Connect Readkey Aucit trail C Archivos de programa test _02_06_18 sbk Operator none logged in 18 06 2002 12 56 21 PPD COM AUTO Inicio I D E Ka w Bandeja de entr ro_ACCess esp sgag 12 56 drawing 39 It is strongly recommended to save the data base backup in a safe support in order to be able to react in a hard disk crash RESTORE BACK UP This menu option is used when the original data base has been lost by any reason and it is necessary to restore the back up copy In order to use this function it is necessary that there is no data base running in the software Go to TOOLS and select the option RESTORE BACKUP A wizard will be shown which will ask you the path in your computer to reach the back up copy Once you have indicated the path to the back up copy the wizard will make a new folder with the restored data base and the software will start working again with this data base 40 Manual Software Pro Access Page 41 COMPACT REPAIR This option has 2 functions performed at the same time 1 COMPACT the data base goes increasing as time go passing by and somet
41. y i G Anicio H E wA JBandeja de entrada ROM Pro Access fi ROMPro Access eng Sl LS LO 8 44 drawing 14 e f one of the users is not allowed to have access to our building any more just select that user from the user list and click on the DELETE button Then you should make the required update to the electronic furniture with the PPD Doors In this section we are going to explain how to create the door list and how to define who is authorised through each door Click on the DOORS icon or click on the DOORS option in the DATA menu of the tool bar A Door list i 7 Bie oj x Update Name Eate Battery status dd Open mode pen periods a Note Use Ctrl Mouse left button or Shift arrow keys to select locks to be printed or deleted New s Print gt Close drawing 15 18 Manual Software Pro Access e To create the first door in the lock list just click on the NEW button e This opens the LOCK VIEW window where you can type in the name for the door and select which working mode is intended for that lock 1 Standard the door only opens with an authorised l button Nobody can set office mode in this door 2 Office mode an authorised user is able to set and clear office mode for this door 3 Timed office this works in the same way as Office mode but it is only possible to put the door in office mode in an authorised time interval perio
42. you login the program must be opened as administrator A window like the following figure with 2 fields will be displayed User name type admin in upper case Password in your first login session is not necessary to choose one Validate both field clicking OK box A Manual Software Pro Access Page 9 User name admin Pazzword OPERATORS COMPETENCIES The administrator must specify program operators their competencies in other words which options of the main menu will be allowed to use The administrator could also define his own and other operators program access passwords Go to pop up menu TOOLS OPERATORS AND PERMISSIONS OPERATORS as is shown in the Figure laj x Fie Data PPD Tools Help e Auditor dei bee Operators and permissions gt fev J ie Use a nect Read key Audit trail Operator admin 17 06 2002 14 47 05 PPD COM AUTO ZA Inicio B Ecm JBandeja de entr A GR Di sgag 14 47 drawing 3 By default the system offers one operator ADMINISTRATOR Manual Software Pro Access Page 10 A operator list EK O x Name EES D admin Administrator group English New Q View details El Delete gt Close drawing 4 You will probably be required to create further operators To create a new operator click the NEW button on the bottom part of the window A blank window will be displayed as shown in the follow
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