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Quantum Plus Operator`s Manual

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1. Quantum Plus expects the data for each field to be in a specific format and exports data in this format It is the responsibility of any application creating a file to be imported into Quantum Plus to ensure that the data is formatted properly Every record in an import file must contain all of the fields specified in the Fields included in input file listing Empty fields are allowed however An empty field contains no data Quantum Plus will use whatever the current default is for the field Empty fields are indicated in the import file by two adjacent separator characters For example if the input format for a comma separated file includes Last Name First Name ID Defaults Activation Date the following input record is valid Smith John 10 03 96 The record contains values for Last Name and First Name no data for ID or Defaults and a value for Activation Date When Quantum Plus first reads a record from an import file it sets up default values for the user either based on the Default group specified in the input record or from Quantum Plus s Individual default group The only information you need to include in the import record is data which is different from or in addition to the default data For example if the default settings specify an activation and expiration date for the user you do not need to repeat the settings in the input record for each user unless the user s settings differ from the default Note that you
2. Authorizing Keys at Controller Programming Time When a new controller is added to the system its memory can be pre programmed with a list of authorized users This allows you to add controllers without having to recall and reprogram keys Automatic Key Enable INTELLIKEY keys may be programmed to automatically authorize themselves in controllers the first time they are used This eliminates the need to go to each door to manually enable new keys The keys have a programmable cutoff date after which the automatic enable feature will no longer work With the Quantum Plus Software The Quantum Plus software itself can be used to update the authorization lists in controllers If Quantum Plus is run on a laptop computer the computer can be carried door to door to perform any necessary updates to the controller programming and will maintain a log of all changes made Disabler Keys Disabler Keys described below provide a simple method of disabling lost or stolen keys Special Key Functions INTELLIKEY keys may be programmed to perform special functions apart from their normal access control functions All of these functions may be performed by standard INTELLIKEY keys See Creating Special Function Keys for information on programming and using these special purpose keys Quantum Plus Operator s Manual Quantum Plus Operator s Manual Key Shutout Disabler Guard Tour Emergency Key Controller Audit Key Controller Upd
3. Emergency Key An Emergency Key overrides the shutout function and any time related access control functions such as Timezones or holidays If you are using the Vertical keying system an Emergency Key also overrides the copy number checking function To create an Emergency Key select Users Special Keys Emergency Key Quantum Plus next prompts you for a list of controllers for which the key will be authorized Insert a blank key into the KPU when prompted to do so An emergency key is utilized just like any other key Due to its extreme power especially its inability to be disabled from a door an Emergency Key is automatically assigned only a 24 hour lifetime by the Quantum Plus software Guard Tour Key A Guard Tour key records the lock ID number and date and time of each controller into which it is inserted You may optionally select a list of controllers that the key will be able to open These would include doors to areas where a guard needs to check that everything is turned off or locked up To create a Guard Tour Key select Users Special Keys Guard Tour Quantum Plus will next prompt you to select controllers that the key will be authorized to open Note that the Guard Tour function will work in any controller but the key will only be able to open those that you specify To use the key simply insert it into the designated controllers along the Guard Tour route The controller will sound one long beep followed by one s
4. If you leave a field blank Quantum Plus matches any record for that field So to report on every controller in your database leave all of the fields blank To report only on the controllers in the Research Building enter Research in the Building field and leave the other fields blank To report on all controllers in the Gymnasium which are offices assuming the second optional field contains the door type enter Gym for the Building and office for the second data field Quantum Plus will also match partial entries For example if you enter Housing for the Building Quantum Plus will report on all controllers with the first word Housing in their name Housing 1 Housing 2 etc The check boxes in the area marked Show let you specify how much information to report about each controller If you select Description the controller s description and optional data fields are reported Features reports on how the controller s features operating mode security settings etc are configured Users reports a list Quantum Plus Operator s Manual Reports e 55 of users authorized for the controllers Be careful with this setting as it can generate lengthy reports at large sites Keying reports the controllers masterkeying and copy number information for the Vertical system Generating a report with none of the boxes checked yields a report containing only the controller names and lock numbers If the New Page for Each controller check
5. Operator s Manual Quantum Plus Version 1 0 by INTELLIKEY CORPORATION Technical Support For technical support for your INTELLIKEY products contact your local INTELLIKEY supplier or contact INTELLIKEY directly Phone 321 724 5595 Fax 321 724 5695 email techsupport intellikey com Internet www intellikey com INTELLIKEY and the INTELLIKEY logo are registered trademarks of INTELLIKEY Corporation Quantum Plus and SiteCode Key are trademarks of INTELLIKEY Corporation The Quantum Plus Software is Copyright 2006 by INTELLIKEY Corporation The contents of this manual are Copyright 2006 by INTELLIKEY Corporation Microsoft and Windows are registered trademarks of Microsoft Corporation InstallShield is a registered trademark of InstallShield Corporation Contents INTRODUCTION SYSTEM OVERVIEW FEATURES SETTING UP YOUR ACCESS CONTROL SYSTEM RUNNING QUANTUM PLUS MANAGING CONTROLLERS MANAGING USERS AND KEYS AUDIT OPERATIONS REPORTS UTILITIES FEEDBACK APPENDIX A CONTROLLER SIGNALS APPENDIX B INSTALLING QUANTUM PLUS GLOSSARY OF TERMS INDEX Quantum Plus Operator s Manual 13 19 25 29 37 49 53 59 75 T9 81 95 99 Quantum Plus Operator s Manual Introduction Quantum Plus This manual is a User s Guide for operation of the INTELLIKEY Quantum Plus software Quantum Plus provides the functions necessary to implement a key and access control sy
6. Restore Data Quantum Plus presents a screen from which you may control the Restore operation Enter the location where the backup information is stored Quantum Plus remembers the last location you used and displays this as the default location Select Ok to start the restore process Cleaning Up Log Files Quantum Plus maintains two log files which chronicle events occurring in your system the Operator Activity Log and the User Activity Log The Operator Activity Log tracks events such as adding users issuing keys programming controllers etc Quantum Plus automatically adds entries to this log as the events occur The User Activity Log tracks user access in doors legal and illegal Any function which reads audit information from a key or controller can add the information to the User Activity Log Both of these logs accumulate data and can become very large This not only takes up disk space but can result in long delays in generating reports based on the logs Quantum Plus provides functions for deleting older information from the logs This ensures that the log files contain only the most recent information To remove information from one of the log files select Utility Data Files Cleanup User Activity or Utility Data Files Cleanup Operator Activity Quantum Plus prompts you for how much information to delete To delete data before a specific date select the appropriate date then select Ok Quantum Plus Operator s Manu
7. Timezones Quantum Plus Operator s Manual Plus first presents a list of system operators for you to select from Select the operator whose information you wish to change then select OK Quantum Plus presents the Operator Settings Screen to allow you to change the operators settings and functions Changing an Operator s Password If you are the current Quantum Plus operator and do not have full Operator Add or Change authorization you may still change your password To do so select Utility Operators Change Quantum Plus displays the Operator Settings screen with most of the fields disabled You will be able to change your password and the settings associated with your programming equipment but nothing else Deleting a Operator If you are authorized to add and delete operators Add Delete and Change Operators on the Operator function screen the Utility Operators Delete function allows you to delete operators from the system Quantum Plus first presents you with the list of system operators to select from To delete a operator select the operator from the list then select OK Quantum Plus will display the operator s name and ask you to verify that you really want to delete the operator Select Yes to delete the operator No to leave the operator on the system Note that you cannot delete the System Manager This function lets you set up and modify the Timezone information for your Quantum Plus system Timezones are use
8. enable period there is no way to permanently disable the key The automatic enable function can also specify a keystamp number to be disabled This allows a key made to replace a lost key to automatically enable itself and disable the lost key with a single insertion Quantum Plus Operator s Manual Setting Up Your Access Control System e 19 Assigning Access Rights Methods of Choosing Access Quantum Plus provides three methods for assigning access or selecting which users will have access to which doors Individual Users and Controllers This is the simplest and most flexible method of assigning access rights You simply specify each authorization John Smith is granted access to Front Door Side Door North Door during second shift and South Door during third shift Or Conference Room 1 grants access to Bill Jones Terry Brown and Susan Baker This method also involves the most work to maintain since all changes have to be made manually For example all janitors keys might have access to the front door of every building If you add ten new front doors to your system you must remember to add the new doors to each janitor s key or to add all of the janitors to each of the new doors Groups User and Controller groups allow you to combine groups of people or doors together so that they can be referenced as a single entity This is similar to granting access to individual users and controllers with the advantage that as new
9. Print Receipt option allows you to control the printing of issue tickets or receipts The menu item will have a check mark next to it if receipt printing is enabled The check mark alternates between checked and not checked each time you select the Print Receipt menu item When receipt printing is enabled each time a key is issued or updated Quantum Plus will print a recept for the key with a space for the keyholder to sign You can also print receipts at any time from the Report menu Returning a key When you return a key Quantum Plus updates its database to reflect the fact that the key is no longer issued to anyone and disables the key so that it may not be used until it is reprogrammed and reissued When you select the Return Key operation Quantum Plus first asks you 1f you want to delete the user after returning the key If you are returning a user s key and know that you no longer need the user s database information select Yes otherwise select No If you select No Quantum Plus will retain all of the user s information but will note that the user has not been issued a key Using the delete user after returning key feature simplifies some of your database operations but does take longer than simply returning the key If you are in a situation where you are returning a large number of keys at once students checking out at the end of the term for example you might want to simply return the keys now and use the Delete User f
10. Quantum Plus remembers the date of your most recent backup If you allow 3 weeks to pass without a backup Quantum Plus requires that you make a backup before performing any other function This section describes the backup process for the standard Quantum Plus version If you are using the Multi Site version the procedures are slightly different Refer to the Multi Site Supplemental manual for details To make a backup copy of your files select Utility Data Files Backup Data Quantum Plus presents a screen from which you control the Backup operation Select the location to hold the backup information this can be a folder on your hard drive or a network drive You can use the Browse button to select the location When you select the Ok button Quantum Plus begins the backup process Quantum Plus will copy your database information to the selected location Note that this backup is in a proprietary format that can only be read with the Quantum Plus restore function described below Restoring Files from a Backup The Restore operation copies files saved with the Backup operation into your Quantum Plus database This allows you to recreate your Quantum Plus System in the event of a hard disk failure or if you accidentally delete important information from your files Note The File Restore operation overwrites any existing data files so it should be used with caution To restore files from a backup copy select Utility Data Files
11. adding users editing doors issuing keys at the same time Quantum Plus keeps track of who is doing what and prevents two operators from trying to change the same piece of information such as the list of doors for which a key is authorized at the same time In this configuration the Quantum Plus database must be set up as shared on a database server Installing Quantum Plus Whether you are installing Quantum Plus for the first time or are updating to the latest version the first part of the installation process is the same This involves running the InstallShield setup program to copy the new Quantum Plus files to your hard drive Then the first time you run Quantum Plus it will complete any steps necessary for installation Note If you are updating an existing copy of Quantum Plus or are upgrading from an earlier INTELLIKEY program you are STRONGLY advised to backup your data files with the existing version before installing the new Quantum Plus The installation program and subsequent file update functions have been thoroughly tested but there is always the chance of something unexpected happening It is much easier to restore files from a backup than to recreate lost data One corollary to Murphy s Law states that the probability of losing data is directly proportional to the difficulty of reproducing it To install Quantum Plus from a CD simply insert the CD into your computers CD drive If auto run is enabled fo
12. group both named Security Department The user group would contain a list of users who work in the Security Department the controller group would contain a list of doors belonging to the Security Department To simplify the process of data entry when adding users and controllers Quantum Plus allows you to enter and store common data ahead of time similar to creating a document template in a word processing program This data know as the default data will be added to a new user or controller s database information when the user or controller is first added to the system For example if everyone in the Cleaning Department will have the same access rights e g the ability to enter the front door of any building during second shift you can define a default configuration known as Cleaning Dept which contains these settings When you add a new user you can select to use the Cleaning Dept default configuration and the user will automatically be authorized for the front doors during second shift You can customize the settings for each user after selecting the defaults For example the shift supervisor might need access to other doors besides just the front doors You identify the shift supervisor as belonging to the Cleaning Dept group to give her access to the front doors then add access to the specific additional doors The Quantum Plus User and Controller menus have options for creating and updating default information User and C
13. signal the result of various operations These signals usually occur when a key is inserted Normal Operation 1 long 2 long 1 long 1 short 1 short delay 3 long 1 short 1 long 1 short 4 short after access 1 short Controller Audit Key 1 short series of chirps 2 short Access is granted Access is denied or the unlock period for a rotating cylinder has expired Guard Tour key May be followed by 1 long if key is granted access to the lock Disabler key First key of dual key pair inserted Battery is low Lock is unlocked during automatic unlock period and configured to remain unlocked Controller is loading audit information into key The two short beeps indicate the operation is finished and the key may be removed Quantum Plus Operator s Manual Appendix A Controller Signals e 79 Controller Update Key series of chirps series of chirps Controller is loading programming different tone 2 short information into its memory The two short beeps indicate the operation is finished and the key may be removed Shutout Key 2 short Lock is in shutout mode Shutout key must be inserted again to return lock to normal mode 80 Appendix A Controller Signals Quantum Plus Operator s Manual Appendix B Installing Quantum Plus Installation This section describes the installation process for the single site or End User version of Quantum Plus If you are installi
14. 29 would appear between 2 and 3 It s very simple to keep your listings in the correct order All you have to do is put enough characters in front of the digits to make all of your similar names the same length For example if you know that your largest number will be 100 you should make sure that all numbers in user names contain 3 characters You could enter the user number 1 as either 1 two blanks followed by a 1 or 001 If you enter all numeric user names in this manner they will always appear in the correct order in any Quantum Plus reports In a large installation with many users it s common for groups of users to have similar access needs For example everyone who works for the maintenance department of a university will need access to the same doors or all of the second shift employees might have the same Timezone settings To simplify the user setup process Quantum Plus supports user default configurations You can define different access information for each of these configurations Whenever you add a user to your system you simply select the default configuration that most closely defines the user s settings and Quantum Plus fills in the user s information with the confiiguration settings All you have to do then is to change the few items which are unique to the user such as access to a particular office You may give each group a meaningful name For example you might assign the first group to all employees who w
15. Auto Re authorization Unit any key A standalone KPU configured to automatically re authorize any legal key inserted into it When the KPU is configured for this operation the orange light on the front will be blinking Auto Re authorization Unit unexpired keys A standalone KPU configured to automatically re authorize any un expired legal key inserted into it When the KPU is configured for this operation the orange light on the front will be blinking Quantum Plus Operator s Manual Audit Unit A KPU configured to operate as part of a Key Reporting Unit generating an audit report for any key inserted into it The KPU must be connected to a printer to generate the report When the KPU is configured for this operation the orange light on the front will be blinking If you selected one of the special functions such as Auto reauthorization Quantum Plus programs additional information into the KPU Programming the Lock Programming Unit Lock Programming Units are programmed through the KPU The programming sequence for Lock Programming Units depends on the state of the LPU programmed one or more times or never programmed LPU s received from the factory have never been programmed Quantum Plus first asks you about the status of the Lock Programming Unit in order to determine the proper programming sequence You can determine the status of the Lock Programming Unit by inserting its keyblade into the keyway of the KPU the
16. Building to have the anti passback function enabled check the appropriate boxes in the Features Screen Once you have completed the configuration from the Controller Settings Screen select OK At this point you can Quantum Plus Operator s Manual Managing Controllers e 31 either enter the name of the next configuration you wish to establish or you can select Cancel to close the Settings window If the configuration you are creating is similar to an existing group you may copy the existing group and change only the appropriate information for the new group See Copying Controller Defaults below Changing Controller Defaults You may change the settings for a controller default configuration by selecting Controller Defaults Change Quantum Plus prompts you to select the configuration to change then presents you with the Controller Settings Screen to allow you to set the default values for the configuration You may change any of the settings here including the name of the configuration Once you have made your changes select OK If you wish to change the settings for another configuration select it from the list box and make your changes Otherwise select Cancel to close the window You may modify the controller defaults at any time For example if you use the Daylight Savings Time adjustment feature you will want to adjust the start and end times each year to reflect the current settings Changing the default settings will not a
17. Copy select the existing Timezone then enter a name for the new Timezone Quantum Plus then presents the Timezone Screen to allow you to make the changes necessary for the new Timezone Deleting Timezones To delete a user configuration select Utility Timezones Delete and select the Timezone to be deleted followed by the OK button If you don t want to delete a Timezone select the Cancel button Programming Equipment 64 Utilities The Utility Devices option allows you to initialize Key Processing Units KPUs Lock Programming Units LPUSs and Restricted Authorization Keys RAKs for use at your site Initializing a device loads it with the appropriate site code and authorizes it to create new keys or controllers To initialize devices select Utility Devices Program then KPU LPU or RAK The steps for programming each device are described below Programming the KPU If the KPU is not already connected to your computer Quantum Plus first prompts you to connect it to the proper serial channel Make sure the KPU is connected then select Ok Quantum Plus verifies that the KPU is connected properly then programs it with the proper site code Quantum Plus then asks what function the KPU will be used for Select the appropriate operating mode Standard KPU is the most common Mode PU Function Standard KPU Normal KPU operation connected a PC running Quantum Plus used for programming and interrogating keys
18. Microsoft SQL Server or the SQL Server Desktop Edition MSDE MSDE is free and is available from the Microsoft website www microsoft com This configuration would be used in situations where more than one computer will be running the Quantum Plus software The installation and configuration of the MSDE software is beyond the scope of this manual Refer to Microsoft s documentation for details Appendix B Installing Quantum Plus e 81 To use Quantum Plus with SQL Server or MSDE some database setup is required If the server is using Windows authentication then no setup 1s needed other than supplying the name of the computer running SQL Server when prompted the first time Quantum Plus is run If the server is using SQL Server authentication you must create the databases and add a login user with access to them e Create two databases one named QPROG and the other named QSITEOT e Create a login with full access and privileges to both databases There is a script file included in the Quantum Plus installation DBSETUP SQL that creates the databases and creates a user with a login and password of quantum that has access to both databases The first time Quantum Plus is run on each computer it prompts you for the database server information Running Quantum Plus on Networked PC s Quantum Plus allows operation in a networked multi user environment in which several operators may be performing different functions
19. Plus assigns each key and each controller in your system a unique number These key and controller numbers are used to relate the keys and controllers to the Quantum Plus Operator s Manual Defaults users For example when a key is issued to a user the key ID number of the key is stored in the database along with the user s name Thus the controller needs only store the key number to identify which user used the door the Quantum Plus software can match the key number with the user s name Quantum Plus assigns each user a key number when the user is added to the system The user retains the same key number until he loses the key or is deleted from the system In a similar fashion Quantum Plus assigns lock numbers as you add controllers to the database Other Components In addition to the physical components users and controllers of your INTELLIKEY system Quantum Plus supports names for other commonly used items In fact just about everything you use in setting up your system can be given a meaningful name For example you can give Timezones names describing the period they cover such as Office Hours or Weekend With the exception of user names all items within a particular category must be unique This means you can t have two Timezones named First Shift or two controller default configurations named Front Doors This restriction only applies to similar items It is possible to have a user access group and a controller access
20. Program Controller operation transfers information from the database to a new controller You may program each controller only once After you have programmed a controller you may not program the same database information into another controller unless you first Cancel the controller see Canceling a Controller This guarantees that Quantum Plus has an accurate record of the information programmed into each controller Activate the controller programming operation by selecting Controllers Program from the Main Menu Quantum Plus prompts you to select the Quantum Plus Operator s Manual Managing Controllers e 33 34 e Managing Controllers controller s for programming Quantum Plus will only list the controllers which haven t already been programmed For each controller to be programmed Quantum Plus prompts you to select the appropriate method of communication from the programming dialogue box The methods of communication are Use Lock Programming Unit Make Controller Update Key and Don t Program Update Now If you select the Use Lock Programming Unit method Quantum Plus will request that you insert your LPU into the controller Quantum Plus then verifies that the controller is not programmed and will transfer the programming information from the database to the controller After the controller is programmed Quantum Plus will then prompt you to remove the LPU If you select the Make Controller Update Key method Quantum Plus wil
21. are grayed out you may not change any of the displayed information When you have finished viewing the key data select OK from the User Key Main Screen Quantum Plus then prompts for another key to be inserted for reading To read another key insert it in the KPU To return to the Main menu select Cancel Canceling a key The Cancel Key operation provides a method of removing keys from the Quantum Plus database without having the key physically present You would typically use this option when a key is lost or otherwise not returned by a user Quantum Plus removes the key from its active database and marks the key as not being issued to anyone Quantum Plus creates a record in a separate database however of the key ID number the user at the time it was deleted and the reason it was deleted Thus if someone finds and attempts to use a lost key its history can still be tracked Canceling a key also releases the user s access information to be reprogrammed into another key Thus if a user loses a key you may cancel the key then issue another key to the user using the Users Issue Key function Activate the Cancel Key operation from the Main Menu by selecting Users Cancel Key Quantum Plus prompts you to select the user whose keys are to be canceled For each key to be canceled Quantum Plus prompts you to supply a reason Select the appropriate reason then select Ok Note that if you select Some other reason you may fill in the e
22. authentication fill in the login name and password of an account that has access to the QPROG and QSITEOI databases created earlier The login and password will both be quantum if the DBSETUP SQL script was used to set up the databases Next Quantum Plus asks for the type of installation you will be performing New Installation If this is the first time Quantum Plus been run from any PC at your location select Initial Setup You must have a Key Processing Unit attached to your PE If Quantum Plus is already set up at your location and this is another PC running it select Additional Additional PC If you are reinstalling a previous copy of Quantum Plus from a backup select Reinstall from backup C Reinstall from backup If you have an older version of Quantum or EZ123 and want to upgrade that product to Quantum Plus select the appropriate application Upgrade from Quantum 1 7 Upgrade from EZ123 1 3 If you don t wish to install Quantum at this time select Cancel Quantum will not run Cancel Select Initial Setup Quantum Plus next asks you for some information about your site 86 e Appendix B Installing Quantum Plus Quantum Plus Operator s Manual Site Name r Grandmaster keys Grandmaster keys will be automatically pre enabled in all controllers eliminating the need to have them used in the door within a specific auto enable period JV Use Grandmaster keys Allocate key
23. certain security functions Fixed cylinder An electronic cylinder which functions as a key reader only The key is inserted into the cylinder but not turned IACS INTELLIKEY Access Control System IACS was a DOS based ancestor of Quantum Plus Issue receipt A form indicating to whom a key was issued and the controllers for which the key is authorized The receipt will be printed when a key is issued or updated The Key Print Ticket Menu item turns this function on and off LAN Local Area Network Online Connected to the IntelliNet network Relock mode In Relock Mode the controller automatically secures the locking mechanism after a selectable period of time Rotating cylinder An electronic cylinder which activates a mechanical locking mechanism Quantum Plus Operator s Manual Site Code A digital code which identifies the keys controllers Pathfinders Lock Programming Units and RAK s at a site This information is loaded into the memory of each device and must match before the devices are able to communicate with each other Toggle mode In Toggle mode the controller alternates the locking mechanism between locked and unlocked as keys are inserted User Activity Log A file containing audit trail information recorded from user keys controller audit keys and querying controllers The file contains a list of dates and times various users accessed controllers Quantum Plus Operator s Manual Glossary
24. do have to include an empty field described above in each record that does match the defaults The following sections describe the format for each field Last Name First Name ID Site specific Fields These are all standard ASCII strings They may contain any character including blanks except for the separator character Quantum Plus Operator s Manual Quantum Plus Operator s Manual Default Group This field names the default group for the user The name must match the name in Quantum Plus s database exactly If an import file does not contain a Default group field Quantum Plus assigns default values to the user from the ndividual group Activation and Expiration Dates These fields specify the dates on which the user s key becomes valid or expires Either or both fields may be included in the import export record They are ASCII strings in the form MM DD YY or DD MM YY or YY MM DD depending on the date format you have selected for your site Timezones This field lists all Timezones specified for the user In the Horizontal keying system the user may have 2 Timezones in the Vertical system up to 8 Timezones are listed by name with a character following each name including the last An example Timezone specification would be 1st Shift 2nd Shift Access The user s access is always the last information contained in the import export record since its length may vary greatly from user to user The access fields shoul
25. members are added to a group the access information is automatically updated for all items that reference the group To continue the janitor example you could create a controller group called Front Doors and rather than giving the janitors keys access to each individual front door they could have access to the Front Doors controller group When you add the ten new front doors you make each of them a member of the Front Doors group Thus the janitors keys will automatically have access to these doors without having to specify individual access to each door Masterkeying Quantum Plus implements a hierarchical masterkeying system similar to the system used with mechanical keys You can create a multi level keying system in which you have groups of doors each group with a master key that can open any door in the group grandmaster keys that can open any door in any of several master groups etc Quantum Plus provides a visual interface for configuring the keying system and assigning users keys and controllers positions in the masterkeying hierarchy Which Method is Best That really depends on your site If you have a small number of users and doors say 100 users and 20 doors the individual method is probably best especially if each user only has access to a few doors If you have a larger site especially with multiple buildings or multiple departments the Groups approach would probably be simpler wo
26. or her own ID and password and specific authorizations Quantum Plus Operator s Manual Operator Activity Log The Quantum Plus software maintains an activity log file or audit trail of all significant operator activity Quantum Plus records the Operator ID date and time for events such as adding users and controllers modifying information for users and controllers issuing keys creating access groups etc You may view or print the contents of the activity log and may delete the contents when the log file gets too large or out of date Operating on a LAN Quantum Plus Operator s Manual You may configure Quantum Plus to work on a Local Area Network This allows you to have two or more operators simultaneously entering data or programming keys from different PC s connected to the LAN In this configuration Quantum Plus performs the functions necessary to guarantee that two operators aren t trying to change the same information For example if two operators both try to modify the feature information for a controller one of them will be informed that the other is already using the information The second operator will not be allowed to make any changes to the information until the first operator has finished For the most part using Quantum Plus on a LAN is no different than using it on a single PC The only differences you will likely see are the occasional conflict when two operators try to modify the same database information
27. or when printing reports Quantum Plus will take longer to print reports when running on a LAN since it must verify that nobody is trying to change each piece of information before it prints it System Overview e 11 12 System Overview Quantum Plus Operator s Manual Features What the INTELLIKEY System Can Do This chapter describes the operational features and capabilities of your INTELLIKEY controllers and keys Feature information is stored in special memory devices in the controller and key The controller reads the feature information from the key s memory and from its own memory and determines whether the key is allowed to operate the controller You use your Quantum Plus software to specify the feature information for each component in your system This information is stored in your Quantum Plus database files Quantum Plus in turn uses your KPUand Lock Programming Unit to transfer the feature information from your Quantum Plus database files to your controllers and keys The procedures for specifying feature information and transferring it to your controllers and keys are described in later chapters Controlling Access The fundamental purpose of any access control system is to control who is allowed to enter specific areas Under Quantum Plus the person setting up the access control system selects from a list of users and controllers using a simple point and click method of selecting which users are authorized for each contr
28. power to the KPU must be plugged in If the green light on the front of the KPU comes on the LPU has never been programmed so you should select New Device If the KPU light does not come on the LPU has been programmed at least once so you should select Reinitialize You can also assign an ID number to the LPU This is handy if you have more than one LPU at your site and wish to know which one was used for programming or interrogating a controller The programming sequences will also vary slightly depending on whether you are using the same serial port COMI for example for both the KPU and LPU or have them connected to different ports Just follow Quantum Plus prompts as to which device to connect at which step in the programming sequence Programming the RAK Restricted Authorization Keys are also programmed through the KPU The programming sequence for RAKs depend on the state of the RAK programmed one or more times or never programmed RAKs received from the factory have never been programmed Quantum Plus first asks you about the status of the RAK in order to determine the proper programming sequence You can determine the status of the RAK by inserting its keyblade into the keyway of the KPU the power to the KPU must be plugged in If the green light on the front of the KPU comes on the RAK has never been programmed so you should select New Device If the KPU light does not come on the RAK has been programmed at least
29. shared database Quantum Plus will first prompt you to specify the serial ports to be used to connect to your programming devices 90 e Appendix B Installing Quantum Plus Quantum Plus Operator s Manual Serial Ports for This Computer ni Next Quantum Plus asks you for information on your database setup Enter the appropriate settings Next Quantum Plus asks for the type of installation you will be performing Quantum Plus Operator s Manual New Installation Select Additional PC You are now ready to log in to Quantum Plus Enter the Operator ID and Password created for you by the System Manager then select OK This should now bring you to the main Quantum Plus screen This ends the installation process for an additional PC Appendix B Installing Quantum Plus e 91 Reinstallation Moving You can reinstall Quantum Plus or move the program to another computer if you have a backup of the database information available Quantum Plus will first prompt you to specify the serial ports to be used to connect to your programming devices Serial Ports for This Computer KPU v I Elash KPU for key removal LPU com dl Modem None m Dialing Prefix Cancel Help These settings can be changed later for installation the important setting is the KPU port Next Quantum Plus asks you for information on your database setup Select the appropriate configuration Next Quantum Plus
30. the next controller or skip straight to the Controller Settings screen if you checked the Use this configuration checkbox You can add another controller or select Cancel if you don t wish to add any more controllers Changing a Controller s Settings This function allows you to modify the database information for an existing controller You may edit the information before the controller is programmed in which case the new information is what will be programmed into the controller You may also edit the information after a controller has been programmed then transfer the new information to the controller using the Controllers Update option Activate the Edit Controller function from the Main Menu by selecting Controllers Change Enter the Building and Door information for the controller s to be edited For each controller you selected Quantum Plus reads the information for the selected controller from the database and displays the Controller Main Screen Make any changes desired for the controller then select OK from the Controller Parameters menu to update the settings Select Cancel to leave the original settings unchanged If more than one controller was selected from the list box Quantum Plus will prompt for the next controller to be edited To edit another controller enter the description then select Ok To return to the Controller menu without editing another controller select Cancel Programming a Controller The
31. titles phone numbers etc for users or lock types battery change dates etc for controllers Quantum Plus Operator s Manual Operators Quantum Plus Operator s Manual These fields can be used to select specific items for reports For example if one of the user fields is defined to contain the user s department then a report could be generated for everyone in the Maintenance department Each field can be in one of two formats text or listing The text format is the simplest and allows you to enter the information for each user or controller separately List format allows a system manager to specify a restricted set of choices for each field An operator adding or editing a user or controller can select one of a predefined list of values for the fields The editing screen for the optional fields has two values for each field the field name and the field type The field names are intially set to Field 1 Field 2 etc for both users and controllers The names can be changed here to more accurately describe their contents The new names will show up on any editing screen where the fields are used The checkbox beside each field name under the heading List selects the format for the field If the box is not checked the field will use text format If the box is checked the field will be list format If list format is selected for a field the editing controls on the right half of the screen will be enabled The list bo
32. your blue SiteCode key into the KPU When you insert the key Quantum Plus reads the site code information from the key creates Quantum Plus Operator s Manual Appendix B Installing Quantum Plus e 87 its initial database files then prompts you to remove the SiteCode key At this point the site code information in the key has been erased the key cannot be used again You are now ready to log in to Quantum Plus for the first time Operator Logon Operator ID Password Cancel Help Enter 1234 for both the Operator ID and Password then select OK This should now bring you to the main Quantum Plus screen INTELLIKEY Quantum Plus Anton Medical Center ni x Users Controllers Audit Reports Utility Help Exit RIPAILLE At this point you should finish configuring your software The chapter on Utilities contains details on each of these operations e Enter site specific information such as which Quantum Plus features you will be using Daylight Settings Time adjustments holidays and optional field information Utility Site Setup e Create user and controller groups based on your system access control design Users User Groups Add or Controllers Controller Groups Add e Create additional operators with specific rights as to which operations they may perform and which user and controller groups they have access to Utility Operators Add 88 e Appendix B Installi
33. 2904 Attn Software Feedback Fax 321 724 5695 If you have Internet access you can fill out an electronic version of the form at INTELLIKEY s web site www intellikey com Look in the Support section Make as many copies of the form as you need We know you have lots of good ideas The only thing we ask is that you limit yourself to one suggestion or problem report per form this makes our tracking process a lot easier Thank you again for selecting INTELLIKEY for your access control Now let us know how we can serve you even better Quantum Plus Operator s Manual Feedback e 75 76 e Feedback Quantum Plus Operator s Manual NE i V INTELLIKEY Software Feedback Form di CORPORATION One problem or request per sheet please And please type or print neatly Your Name Site Name Address LI Problem Report Product Version Description of Problem Please be as thorough as possible Describe what you were trying to do or expected to see and what actually happened Include any error messages that appeared L Feature Request Product What would you like to see added or changed For INTELLIKEY use Log Date received Disposition Quantum Plus Operator s Manual Feedback e 77 78 e Feedback Quantum Plus Operator s Manual Appendix A Controller Signals Controller Signals During normal operation the INTELLIKEY controller uses its built in beeper to
34. CTS IN THE DISKETTES DOCUMENTATION SOFTWARE AND THE LICENSE GRANTED HEREIN IN NO EVENT SHALL INTELLIKEY BE LIABLE FOR ANY LOSS OF PROFIT OR ANY OTHER COMMERCIAL DAMAGE INCLUDING BUT NOT LIMITED TO SPECIAL INCIDENTAL CONSEQUENTIAL OR OTHER DAMAGES Additional Disclaimer All of the company and institution names used in the examples in this manual are as far as we know fictional If we have used any real names other than friends and relatives who either said it was okay or who will never read the manual it was unintentional Introduction e 3 4 e Introduction Quantum Plus Operator s Manual System Overview Hardware Quantum Plus Operator s Manual The Lock Controller The INTELLIKEY Electronic Controller controls access to doors The INTELLIKEY controller consists of an electronic cylinder attached to an electronics assembly The controller communicates through an infrared link with the INTELLIKEY key to exchange access control information Based on this information the controller decides whether or not the key should be allowed to operate it Throughout this manual we will refer to the key operating the controller rather than unlocking or opening it Since INTELLIKEY controllers can be used in a variety of control applications as well as standard locking mechanisms operate is a more appropriate term You can think of operate as meaning had this been a mechanical lock the person using the key would have been able to
35. NTELLIKEYA Quantum Plus Browse Installshield Setup will default to installing Quantum Plus on your hard drive If you plan to have several users sharing Quantum Plus over a Local Area Network you should change the drive letter to match the shared network drive from which everyone will be able to access the program Select Browse and change drive letter J for example Refer to the section on Quantum Plus Database Setup for information on installing Quantum Plus on a shared drive After installation you can run Quantum Plus by selecting its icon in your INTELLIKEY group Appendix B Installing Quantum Plus e 83 ioi xi File Edit view Favorites Tools Help E de Back gt E QQusearch Gyrolders C 45 GS X a Ed Address a INTELLIKEY Go qr d INTELLIKEY Quantum Plus Operator s Manual Select an item ko view its description See also My Documents My Metwork Places My Computer e object s te My Computer Running Quantum Plus for the First Time The first time Quantum Plus runs it finishes up the installation process The steps involved in finishing the installation depend on whether you are a new end user who has never had an INTELLIKEY product installed on your computer or are upgrading an existing Quantum or EZ123 installation to Quantum Plus If you are upgrading from an earlier software package Quantum Plus will be able to use the configuration informa
36. PU s When someone at a remote location needs a new key or to have a key updated or to have a key queried a Controller Audit Key for example all they have to do is insert the key into the Remote KPU The Quantum Plus operator uses Quantum Plus s Remote Key Programming functions to connect to the Remote KPU Once connected the operator can perform all of the standard key programming and query functions described under Key Operations just as if the key were inserted in a KPU connected to the Quantum Plus PC Note that this setup typically requires two phone lines between the central Quantum Plus location and the remote location The first line is for voice communication so the Quantum Plus operator can prompt the remote user when to insert or remove a key The second line is for the modem connection between the Quantum Plus PC and the Remote KPU The functions to set up and modify the information needed for connecting to remote key programming sites are available from the Utility menu Adding a Remote Site Select Utility Remote Key Functions Add Site to create a new remote site Quantum Plus displays the Remote Site screen to allow you to enter the information for the site The only mandatory fields are Site Name and Modem The Site Name field specifies the name by which you will select the site for dialing or modifying and must be unique The Modem field contains the phone number to connect to the modem at the site Note
37. RAK is disabled insert its key blade into a KPU which has power connected If the green light on the front of the KPU comes on the LPU or RAK is already disabled z To disable LPU s select Utility Devices Disable LPU To disable RAK s select Utility Devices Disable RAK Quantum Plus will prompt you for each step in the process Selecting Serial Ports Select Utilty Devices Configure Serial Ports to select which serial port s are used to communicate with the KPU and LPU Serial port settings are saved for each computer running Quantum Plus Thus one computer may have the KPU connected to COMI and the LPU on COM2 while another may have both on COM2 Backing Up Your Data The Backup feature allows you to save a copy of all of your Quantum Plus files This copy can be used to restore your database files in the event of hardware problems with your PC or accidental deletion of critical information The backup copy should be kept in a secure place preferably at a different location from the PC running Quantum Plus Ideally the backup copy should be kept with a copy of the Quantum Plus program disks to facilitate the file restore operation The process for restoring backed up files is described in the next section Quantum Plus Operator s Manual You should backup your files as often as necessary to prevent losing important information If you do frequent data entry or key issuing you should backup files at least once a week
38. Select the types of accesses legal and or illegal which you wish to see and the appropriate date and time ranges then select View to see the report on your screen or Print to have the report printed on the currently selected Windows printer Select Print to File to have the report saved as an ASCII file Select Add To Log to add the information from the user s key to the User Activity Log After viewing or printing the information select Close Quantum Plus will ask you if you want to clear the audit information from the key Select Yes to clear it or No to leave it intact Since the key always maintains the most recent audit information for the user there is usually no reason to clear it Remove the key from the KPU when prompted to do so Audit Operations e 49 50 e Audit Operations Controller Audit Keys A Controller Audit Key reads audit trail information from a controller s memory The key stores the records for the most recent 250 users who have accessed the controller See Creating Special Keys for a description of how to make and use a controller audit key Depending on the model and version of the controller the audit key may contain additional information such as the controller s battery level and the reason a key was recently denied access If this information is available in the key Quantum Plus will display it Select the types of accesses legal and or illegal which you wish to see then select View to see the repor
39. al Utilities e 67 Exporting and Importing User Data 68 e Utilities To make its database information more accessible to other applications Quantum Plus provides functions for importing and exporting its database settings Exporting User Data The Export Users function writes user information to an ASCII file which may be read by other applications such as spreadsheets or word processors You may select which data fields to export which users to export and the format of the exported data To export user information select Utility Data Files Export Users Quantum Plus prompts you to specify the export settings If you selected Export Data for Selected Users Quantum Plus asks you to select which users You may select individuals or access groups Quantum Plus writes the selected fields for the selected users to the specified output file See Import Export Data Format for a description of the format for the exported data Importing User Data At some sites the information for new users is already available from another application such as a university registration system or badging system To simplify adding users Quantum Plus allows you to import data provided by these other applications You may import just user names and manually add the rest of the user information or import everything there is to know about the user It all depends on how much information is available from the other application Another use for t
40. and controller allowing updating of access rights through either device The key s memory contains two time zone configurations and a table with an entry for each of 4000 controllers The entry for each controller specifies how the key is authorized for that controller Possible values are e The key is not authorized for the controller e The key is authorized for the controller at any time e The key is authorized for the controller during the periods specified by the key s first time zone e The key is authorized for the controller during the periods specified by the key s second time zone e The key was previously authorized for the controller but is no longer authorized For example the key may be authorized in one group of controllers any time a second group only between 7 00 AM and 5 00 PM Monday through Friday time zone 1 and a third group only on weekends time zone 2 INTELLIKEY keys will automatically authorize themselves in controllers the first time they are used This eliminates the need to go to each door to manually enable new keys The keys have a programmable cutoff date after which the automatic enable feature will no longer work Selecting the cutoff date is a tradeoff between convenience and security The cutoff date should give enough time for the keyholder to use the key in each of the doors for which it is authorized but should not be so long that the key will be a threat if it is lost or stolen during the auto
41. antum Plus system Choice Site Setup Operators Timezones Devices Data Files Remote Key Functions Site Setup Function Specify how your site is configured See Site Setup Add Delete or Change the configuration of Quantum Plus operators See Operators Add Change Copy or Delete a Timezone definition Transfer Site Code information into KPUs and Lock Programming Units Backup Restore archive or export your Quantum Plus data files Call a site and connect to a Remote Key Processing Unit Add Change or Delete remote key programming sites Select Utility Site Setup to display the Site Setup Screen which allows you to change some of the basic settings for your system Site Settings Tab This screen allows you to change some of the descriptive information about your site It also allows you to specify which INTELLIKEY features you use at your site Only the features actually used will be enabled on the Key and Controller data entry screens simplifying setting up your keys and controllers Daylight Savings Time Tab This screen allows you to specify how Daylight Savings Time changes are handled at your site Most locations around the world change the time for daylight savings Quantum Plus Operator s Manual Utilities e 59 60 Utilities based on a pattern the last Sunday in April through the last Sunday in October for example If your site follows such a pattern check the DST changes follow this
42. antum Plus will then verify that the selected user defaults are to be deleted Click Yes for the deletion to occur or click No to cancel the deletion process Quantum Plus will then prompt for the next controller s to be deleted To return to the Controller menu without deleting another controller select Cancel Using The Key Processing Unit KPU Most of the Key operations involve inserting a key into the Key Processing Unit KPU Quantum Plus prompts you to do so with a message box Quantum Plus will monitor the KPU until a key is inserted then will continue with the operation If you wish to skip the operation select Cancel or press the ESC key While Quantum Plus is communicating with the KPU it displays a message box indicating the operation being performed Quantum Plus will prompt you to remove the key when it has finished reading or programming the key In general you should not remove the key until Quantum Plus prompts you to do so There is an exception to this however Occasionally the KPU will report to Quantum Plus that a key has already been removed after a programming operation When this happens Quantum Quantum Plus Operator s Manual Managing Users and Keys e 39 Plus will not prompt you to remove the key but will instead prompt you to either insert the next key or for the information necessary to restart the operation you are doing If this occurs it is safe to remove the key When you insert your key into the KPU a
43. asks for the type of installation you will be performing 92 Appendix B Installing Quantum Plus Quantum Plus Operator s Manual Quantum Plus Operator s Manual New Installation If this is the first time Quantum Plus been run from any PC at your location select Initial Setup Y ou must have a Key Processing Unit attached to your Pi C Initial Setup If Quantum Plus is already set up at your location and this is another PC running it select Additional PC C Additional PC If you are reinstalling a previous copy of Quantum Plus from a backup select Reinstall from backup If you have an older version of Quantum or EZ123 and want to upgrade that product to Quantum Plus select the appropriate application C Upgrade from Quantum 1 7 Upgrade from EZ123 1 3 If you don t wish to install Quantum at this time select Cancel Quantum will not run Cancel Select Reinstall from backup Specify the location of the backup created by the previous installation Quantum Plus then loads its database with the information from the backup file You are now ready to log in to Quantum Plus using your login information from the previous installation This ends the installation process for a reinstallation Appendix B Installing Quantum Plus e 93 94 Appendix B Installing Quantum Plus Quantum Plus Operator s Manual Glossary of Terms Anti Passback Prevents a key from being used twice in succession in the sam
44. ate Key Description When a Shutout key is inserted in a controller all standard keys are prevented from operating the controller until the Shutout key is inserted again This function may be used when a room must be temporarily secured For example a room containing dangerous materials may be temporarily sealed to all users A Disabler key may be used to disable a user s key in several controllers This key is used when someone loses a key with wide access privileges A Guard Tour key records the lockstamp number and date and time of each insertion into a controller This function can be used to verify that a guard or maintenance person visited each door or station The Quantum Plus software can read and display the tour information An Emergency key overrides several controller security features allowing it to operate a controller in an emergency situation An Emergency key overrides any time related features such as Timezones and holidays and other features such as Display Shutout A Controller Audit key reads the audit trail information from a controller and stores it in the key s memory The Quantum Plus software can read and display the information A Controller Update key can be used for reprogramming an INTELLIKEY Controller Features e 17 18 e Features Quantum Plus Operator s Manual Setting Up Your Access Control System The INTELLIKEY System The INTELLIKEY system programs access information into both the key
45. available it s obviously easier to update the key Operator Permissions Quantum Plus provides a system for restricting which doors and users operators may work on This functionality isn t really part of the access control system but is incldued in this chapter because it does influence the overall design of your access control system Each Quantum Plus operator may be assigned specific rights or permissions for each user and controller group in the system For example an operator may be given permission to modify the settings for any user in the Physicians user group but may only grant or deny access to users in any other group This allows you to distrubute the workload of maintaining your system This is commonly used in university applications Quantum Plus is installed on computers in each department using the INTELLIKEY system Athletics Humanities the Library etc Doors in the system are assigned to groups related to each department Gym Doors Library Doors etc The Quantum Plus operators in each department are then given permission only for the groups that they are responsible for the librarian only has permission for the Library Doors controller group and Library Employees user groups With this setup the operator for the Athletic department can create keys with access to doors in the gym or training areas but not to doors in the library Of course operators in the lock shop would have permi
46. available select Yes otherwise select No If you select No you may update the key later using the Users Update Key command If you select Yes Quantum Plus prompts you to insert the user s key into the KPU Quantum Plus verifies that the key is the one originally issued to the user then programs the key with the new settings Remove the key when Quantum Plus prompts you to do so Quantum Plus will prompt you to enter the name of the next user s to be changed To change more users select the appropriate ones from the list box and select Ok To return to the main menu without changing another user select Cancel Deleting User s The Delete User operation removes all information pertaining to a user or users from the database This option would typically be used when an employee leaves a company or at the end of the school term when students leave for the summer Before deleting a user Quantum Plus verifies that there are no keys currently issued to the user Since each issued key 1s connected through the database to a user Quantum Plus will not allow you to delete a user until all keys issued to the user have been accounted for Keys must be returned to the database or logged as lost or not returned These operations are described below under Key Operations Activate the Delete User operation from the Main Menu by selecting Users Delete Quantum Plus will prompt you to select the user or users to be deleted Quantum Plus Op
47. box is checked Quantum Plus starts the report for each new controller on a separate page This feature comes in handy if you frequently add or change controller information and need to keep an up to date printout of each controller s information Controller Group Reports The Controller Group Report list the members of one or more controller groups To create Controller Group Reports select Reports Controller Groups and the above illustrated screen will appear Select the Controller Group s to report on then select the appropriate View Print or Print to File button User Activity Reports User activity reports summarize the information stored in the Quantum Plus user activity log This log is updated whenever you select the Save option on any controller audit or user audit report screen Quantum Plus stores the audit trial information including the key controller date and time The User Activity Report lets you generate a listing of this information by specifying a particular controller and date range The User Activity Report Screen lets you select the activity information on which to report To use this function select Reports User Activity Report and the above illustrated screen will appear The two list boxes contain the names of the user and controllers for which audit trail information is available Select the appropriate entries specify which records to show legal and or illegal and the date range of interest Sele
48. cess Overriding Access Rights Access can also be restricted by date or time Even though a user s key has been granted access to a controller it may be temporarily denied access because it is a holiday or it is outside the time frame during which the user should be allowed through the door Priority of Time Zone and Holiday Restrictions When determining a key s authorization the controller tests the date and time related functions in the following order a Ifthe controller s time has not been set and either the key or controller is programmed with a time related function the key 1s denied access b Ifthe current date is earlier than the key s activation date or later than either the key or controller s expiration date the key is denied access c Thecontroller can be programmed with a lockout time zone during which no key is allowed access If the controller is programmed with such a time zone and the current time is within that time zone the key is denied access d Ifthe key s access to this controller is restricted to a specific time zone and it is not within that time zone the key is denied access e Ifthe key is programmed with holiday information and the current day is defined as a holiday the key is denied access Updating Access Rights INTELLIKEY controllers are standalone devices they are not connected to any central access control system When a key is inserted into the controller the controller decide
49. controller You first edit the controller s information using Quantum Plus s Change Controller function then load the information into the key through the KPU then transfer the information to the controller by inserting the key into it To create a Controller Update Key select Users Special Keys Controller Update Quantum Plus next prompts you to select the controller which this key will be used to update Insert a blank key in the KPU when prompted To use the key simply insert it into the controller that it is programmed to update The controller beeps once then emits a series of chirps while it transfers the programming information to its memory When the controller is finished it beeps twice You may then remove the key If you insert the key into a controller other than the one for which it is intended the controller will beep twice and will not read the information from the key Whenever you create a Controller Update Key Quantum Plus marks the controller s information in the database as Update Key created This notation which shows up in a controller report indicates that the controller may not be in synch with the database After you have updated the controller with the key and returned the key Quantum Plus Operator s Manual Managing Users and Keys e 43 44 Managing Users and Keys Quantum Plus marks the database information as Programmed to indicate that the controller now matches the information in the database
50. controller may be programmed to function in two modes Relock In this mode the controller unlocks itself for a specified period of time then automatically relocks This mode would be used for hotel guest rooms or high security areas which should normally remain locked Toggle In this mode the controller alternates between the locked and unlocked states each time it is activated by a key Quantum Plus Operator s Manual Daylight Savings Time adjustment The controller may be programmed to automatically adjust its clock by one hour at the beginning and ending of Daylight Savings Time The beginning and ending dates and times may be programmed for up to 3 years in advance Automatic Unlock Relock The controller may be programmed to automatically unlock itself at a specified time then automatically relock itself at a later time This feature is useful for the front door of a building to which a large number of people would have access There are seven programmable windows which like Timezones may span any length of time during the week This feature 1s available only on doors configured for Fixed cylinder operation and having an external power source Audit Trail in Controller The controller may be programmed to record key accesses and thus provide an audit trail of keyholders who have used the door The data to be recorded is selectable and includes legal accesses illegal accesses or both Audit Trail in Key The key ma
51. cs for a door is upgraded to a newer model the new controller should be programmed identically to the old controller To do this the status of the controller information in the database must be changed to not programmed into a controller before it can be used to program the new controller hardware This is the purpose of the Cancel Controller option Activate the Cancel Controller option from the Main Menu by selecting Controllers Cancel Select the controller s to be cancelled For each controller you select Quantum Plus will display the building and door and it will then verify that you want to cancel it Select Yes to mark the database information as available for programming You may now use the Program Controller function to transfer the information to a new controller Quantum Plus will then prompt for the next controller to be canceled To cancel another controller enter the description or select a controller from the controller list box then select Ok To return to the Controller menu without canceling another controller select Cancel Returning a Controller Returning a controller is similar to cancelling a controller When you return a controller you not only mark its database information as being available you also remove the programming from the existing controller You would use this function for example on a temporary controller installed for a short time When you are finished with the controller you return it to
52. ct View to see the report on your screen or Print to send the report to the Windows printer Note You must have something selected in both the Report on these users and accessing these controllers listboxes to enable the View and Print buttons Operator Activity Reports Operator activity reports describe the day to day operations performed with the Quantum Plus software The reports list all activities related to issuing and returning keys and programming controllers 56 e Reports Quantum Plus Operator s Manual The Operator Activity Reports Screen lets you specify what operator information should be reported To use this function select Reports Operator Activity and the above illustrated screen will appear Next select the appropriate category s and the date range of interest Select View to see the report on your screen or Print to send the report to the currently selected Windows printer Issue Receipt The Issue Receipt function will allow you to print an issue receipt for a key that has already been issued This is the same receipt that is printed when a key is 1ssued or update This function is useful if a receipt was not printed when a key was issued to a user Quantum Plus Operator s Manual Reports e 57 58 Reports Quantum Plus Operator s Manual Utilities Maintaining the Quantum Plus System The Utility menu functions allows you to perform various maintenance or housekeeping operations associated with your Qu
53. d only specify controllers not included in the user s default group settings or which have different Timezone settings than the defaults Each controller to which the user has access is listed as a separate field followed by the separator character The format of the information is building door timezone The timezone field is a number indicating which timezone in the list should be applied to the door If the user s Timezone field is 1st Shift 2nd Shift any controllers restricted to 1st Shift would have 1 appended to the building door name any controllers restricted to 2nd Shift would have 2 The timezone field is optional if it is not included the user will have access to the door at any time Example The user s Timezone fields are specified as 1st Shift Office Hours The user is authorized to enter Research Front at any time Research Lab 1 only during office hours the second Timezone listed and Shipping Front only during First shift the first Timezone listed The user s access fields would look like Research Front Research Lab 1 2 Shipping Front 1 Examples This section shows some sample import export records For all examples the list of fields included is Last Name First Name ID Site Specific field 1 Department Site Specific field 2 Title Site Specific field 3 Phone Default group Activation Date Utilities e 71 Expiration Date Timezones Access The default group ndividual grants acce
54. d for several functions controlling access by users controlling access to doors and for automatically unlocking doors Adding Timezones To add a Timezone select Utility Timezones Add Quantum Plus will present an empty Timezone Screen for which you must supply a name and the Timezone information You should give the Timezone a meaningful name such as Office Hours or Third Shift You may not have two Timezones with the same name If the Timezone you are creating 1s similar to an existing one you may copy the existing Timezone and change only the appropriate information for the new Timezone See Copying Timezones below Changing Timezones You may change the settings for a Timezone by selecting Utility Timezones Change Quantum Plus prompts you to select the Timezone to change then presents you with the Timezone Screen to allow you to set the values for the new Timezone You may change any of the settings here including the name of the Timezone Utilities e 63 If you change the Timezone information Quantum Plus will ask you if you want to update the keys and controllers which use that Timezone Select Yes to have the new information transferred into the database records for the keys and controllers Copying Timezones If you want to create a Timezone which is similar to an existing one you may copy the existing Timezone and change only the appropriate information for the new Timezone Select Utility Timezones
55. days The controller s time is set automatically whenever the controller is programmed or updated with an LPU To manually update the time in one or more controllers select Audit Set Controller Time Quantum Plus will prompt you to insert the LPU into a controller When the LPU is inserted into the controller Quantum Plus updates the controller s time to match that of the computer running the program and adds a record to the Operator activity log indicating that the controller was updated Transferring audit information from laptop to desktop Many sites maintain their Quantum Plus database on one or more desktop computers but use a copy of the program on a laptop to update or audit controllers In these situations it is usually necessary to transfer the audit information collected on the laptop to the main database so that it can be added to the User Activity Log The Audit Export Import function provides this capability On the laptop containing the newly collected audit information select Audit Export Audit Quantum Plus first prompts you to select where to save the audit information This should be to either a removable storage device such as a floppy disk or thumb drive memory stick or to a network drive accessible from the desktop computers to which the information is to be transferred Quantum then prompts you for a starting date for the audit information to tbe transferred The default is for the most recent week but ca
56. ds the controller s programming information from the database If the database information does not match the information read from the controller Quantum Plus reprograms the controller with the new database information When Quantum Plus finishes the update operation it prompts you to first remove the LPU from the current controller and then to insert the LPU into another controller To update another controller insert the LPU into it To return to the Controller Main menu select Cancel Querying a Controller The Query Controller operation allows you to read and display the current settings of a controller but not to modify them Quantum Plus Operator s Manual When you select Controllers Query Quantum Plus prompts you to insert the LPU into the controller to be read Quantum Plus reads the programming information from the controller and displays the Controller Settings Screen to allow you to view the individual settings You will not be able to change any of the settings When you have finished viewing the controller data select Close from the Controller Settings Screen Note You must leave the LPU inserted in the controller the entire time The Query operation requires several transfers of information between Quantum Plus and the controller Quantum Plus then prompts you to remove the LPU from the current controller and to insert it into another controller To read another controller insert the LPU into it To return to
57. e allowed to perform the access control functions necessary to maintain your site Each operator may be authorized for specific Quantum Plus operations This allows you to have for example clerks who may enter keyholder and controller information but not actually issue keys Quantum Plus s menus automatically adjust for the operator s security rights If an operator is not allowed to perform a specific function Issuing a Key for example he will not be able to select that function from the Quantum Plus menu Each operator is assigned an operator identification code and password which he must supply to Quantum Plus before being allowed to operate the software This process is known as logging on The Operator identification code consists of 1 9 characters These would typically be the user s initials but any combination of letters numbers and symbols is allowed The operator s password consists of 1 6 characters This also can be any combination of letters numbers and symbols Operators can easily change their passwords at any time The Utilities chapter describes the procedure for doing this Quantum Plus initially creates an operator with the name System Manager The system manager is authorized for all Quantum Plus functions including adding other operators The first time you use Quantum Plus you log on using the System Manager s ID and password both 1234 You should now add the appropriate operators for your site each with his
58. e controller The key must be used in another controller first audit trail A list of access information including location date and time stored in the memories of INTELLIKEY keys and controlles automatic enable period The time period during which a key will be authorized into a controller the first time It is used in the controller This feature eliminates the need to update individual controllers when new users and keys are added to a site Backup To make a copy of your data files which can be used to restore your information in case something happens to the original copy Controller Audit Key A key configured to read audit information from a controller Controller Update List A list of controllers whose user access information is out of date as a result of changes to users Copy number Part of the INTELLIKEY masterkeying system which distinguishes individual copies of a key from each other The controller maintains a table of which copies are authorized Quantum Plus Operator s Manual Glossary of Terms e 95 96 Glossary of Terms Dealer Function Key A special INTELLIKEY key which authorizes Quantum Plus to perform special functions required by dealers Defaults The values initially configured for a user or controller Dual key mode A controller operational mode in which two specific keys must be inserted within 15 seconds of each other to operate the lock Emergency key A key which overrides
59. e settings Or you may create as many different default configurations as you need For example you may have a default configuration for each building at your site that grants access to all users who should have access to the building Selecting a Controller Default Configuration For all operations which require you to select a controller configuration Quantum displays a selection screen to allow you to select the appropriate one Select the desired default configuration by double clicking on its name or by highlighting it in the list then selecting Ok Until you add more configurations Quantum Plus will automatically select the Individual configuration rather than prompt you to select one Adding Controller Defaults To add a controller default configuration select Controllers Defaults Add Quantum Plus will display the Controller Settings screen to allow you to enter the configuration settings You should give the configuration a meaningful name such as Front Doors or Admin Building You can t leave the Controller Description screen to enter other information until you have given the configuration a name You may not have two controller configurations with the same name Specify the settings for the configuration Enter feature security and other configuration information which applies to all or most controllers that will be added with the specified configuration For example if you want all doors in the Administration
60. ed Cylinder Toggle mode controllers programmed for other modes will normally be in a locked state Set time Sets the controller s clock to match the PC running the Quantum Plus software Read time Display the current setting of the controller s clock Quantum Plus Operator s Manual Managing Controllers e 35 36 Managing Controllers Deleting a Controller This option allows you to delete all database information for a particular controller This option should only be used if the controller which was programmed with the information has been removed from your INTELLIKEY system Activate the Delete Controller option from the Main Menu by selecting Controllers Delete Select the controller s to be deleted Quantum Plus will display the building and door for each controller and then it will verify that you want to delete it Select Yes to remove the controller from your database Quantum Plus will then prompt for the next controller s to be deleted To return to the Controller menu without deleting another controller select Cancel Canceling a Controller The Quantum Plus system will not allow you to program two controllers with information from the same database record This is done to guarantee that the database contains a unique and accurate record of information for each controller in your system It may however be necessary from time to time to reprogram a controller from the database If for example the controller electroni
61. efined for the group will be displayed in the list box below the Group box To add a new holiday period to the group select the Add button and fill in the description and date range information You can add up to 16 holiday periods to a group To change the information for a holiday period select it in the list box then select the Edit button To delete a holiday period select it then select the Delete button The Custom Holidays section allows you to create and modify groups other than the Standard Holidays You can create a new empty group New Group copy an existing group to use as a starting point for a new group Copy Group rename a group Rename Group and delete a group Delete Group You can t rename or delete the Standard Holidays group You cannot delete a group if it has been assigned to any user or controller You can enter data for several years in advance For example if Independence Day is a standard company holiday you can enter it for this year next year the following year etc at one time When Quantum Plus updates a key or controller it loads the holiday ranges that should apply For example if a date has already passed it will not be included in the block of dates to be used Optional Fields Tab This screen allows you to set up the names and formats for the 4 optional fields available for users and controllers These fields can be used to supply site specific information about the user or controller job
62. erator s Manual Managing Users and Keys e 41 Quantum Plus will locate and read each selected user s information from the database After Quantum Plus verifies that the user may be deleted has no keys issued it prompts you with the user s name and ID code and asks you to verify that this is the user to be deleted To delete the user select Yes to leave the user in the database select No Quantum Plus next prompts you to select additional users to be deleted To return to the User menu without deleting another user select Cancel Key Operations Quantum Plus keeps track of the relationship between users and keys When you Issue a key to a user Quantum Plus records this fact and will not allow you to issue a second duplicate key to the user This protects the integrity of your access control system You will always know which users have keys and which controllers they are allowed to operate Issuing a key Issuing a key involves transferring access control information into a key s memory and maintaining a record indicating to whom the key was issued Issuing a key to a E user involves programming a key with information you have entered earlier in the user database Quantum Plus will also print an issue receipt indicating the key number to whom the key was issued the date and time and the controllers which the key will operate The receipt is printed on your currently selected printer and provides lines for the user to sign
63. fault Configuration When changing copying or deleting Quantum Plus displays a selection screen listing all of your user configurations You may select the appropriate default configuration by double clicking on its name or by highlighting it in the list then selecting Ok Until you add more configurations Quantum Plus will automatically select the Individual configuration rather than prompt you to select one Changing User Defaults You may change the settings for a user default configuration by selecting Users Defaults Change Quantum Plus prompts you to select the configuration to change then presents you with the User Settings Screen to allow you to set the default values for the configuration You may change any of the settings here including the name of the configuration Copying User Defaults If you want to create a user configuration which is similar to an existing configuration you may copy the existing configuration and change only the appropriate information for the new configuration Select Users Defaults Copy and select the existing configuration Quantum Plus then presents the User Settings Screen to allow you to make the changes necessary for the new configuration including a unique name for the configuration Deleting User Defaults To delete a user configuration select Users Defaults Delete and select the configuration to be deleted Once the configuration has been selected click the OK button Qu
64. ffect any controller information already stored in the database only new controllers added to the system Copying Controller Defaults If you want to create a controller configuration which is similar to an existing configuration you may copy the existing configuration and change only the appropriate information for the new configuration Select Controllers Defaults Copy select the existing configuration and then enter a name for the new configuration Quantum Plus then presents the Controller Settings Screen to allow you to make the changes necessary for the new configuration Select OK once you have completed your changes from the Controller Settings Screen Deleting Controller Defaults To delete a controller configuration select Controllers Defaults Delete Next select the configuration to be deleted and select OK If you wish to delete another controller defaults select it from the list box and complete the deletion process as previously described Otherwise select Cancel to close the window Controller Operations al 32 e Managing Controllers Adding a controller to your system Adding a controller sets up a new database record with information to be used in programming a controller To add a new controller select Controllers Add from the Main Menu If you have more than one controller default configuration defined Quantum Plus will prompt you to select the configuration to base the new controller on If you
65. first prompts you to select the site Double click on the desired site or scroll to the appropriate name and select Ok Quantum Plus then displays the Remote Site screen to allow you to change the information Deleting a Remote Site Select Utility Remote Key Functions Delete Site to delete the information for a remote site Quantum Plus first prompts you to select the site Double click on the desired site or scroll to the appropriate name and select Ok Quantum Plus prompts you to verify that you want to delete the site if you confirm the deletion Quantum Plus removes the remote site from its list Quantum Plus Operator s Manual Feedback We want to hear from you No software is ever complete or perfect There will always be new features and improvements to make the product even better Although the software is tested thoroughly there will always be unfortunately a few bugs or as one software developer calls them UFO s Unintentional Features and Options We at INTELLIKEY want to provide you with the best products possible The Software Feedback Form on the next page provides you with a method to let us know how we re doing If you find a problem with the Quantum Plus software or would like to see a feature added or enhanced to make your job easier let us know Simply copy and fill out the Software Feedback Form then send it to us Mail INTELLIKEY Corporation 4325 Woodland Park Dr Suite 102 W Melbourne FL 3
66. from the import file ID activation and expiration dates etc e If there is any access information specified in the default settings it is assigned to the user If there is access information included in the import file it is added to the information from the default settings e The user is assigned a keystamp number and added to the database When updating a user s information through the import function Quantum Plus follows these steps e The user s existing database information is loaded e Ifthe import file specifies a default configuration the information from the defaults replaces the user s information read from the database e The user s information activation and expiration dates etc is replaced by specific information from the import file e Theuser s access information is handled differently depending on whether or not the Treat existing users as new imports box 1s checked o Ifthe box is checked the user s existing access information is retained as if it had been read from a default configuration and any access information in the import file is added to the user s information This is the most common usage and allows user information to be correctly imported more than once to correct errors in the import file for example o Ifthe box is not checked the user s existing access information is deleted and then only the access information contained in the import file is assigned to the user This set
67. g Team Packer Shipping 1st Shift Shipping Front 1 This line indicates that Brenda has no ID value works in the Shipping Team department field 1 has the job title of Packer field 2 has no phone field 3 gets all default settings from Shipping has activation and expiration dates which match the defaults has one assigned Timezone 1st Shift and has access to one door restricted to that Timezone Remote Key Programming 72 o Utilities Some sites are spread out geographically The headquarters may be located in one building with other buildings some distance away perhaps even in other cities It is usually more efficient to maintain one Quantum Plus setup with one site code to allow users to have one key which can access doors at any of these sites Quantum Plus Operator s Manual Unfortunately in this type of setup it usually isn t convenient to have a single location for key programming and querying When users have to come from miles away to get new keys or to have their keys updated the advantages of the INTELLIKEY system quickly evaporate To solve this problem Quantum Plus supports key programming by means of a modem This allows a site to have Key Processing Units KPUs located at remote locations These KPU s are connected to a modem rather than to a PC and the modem in turn connected to a phone line The computer running the Quantum Plus software also has a modem by which it can communicate with the Remote K
68. grams Software are copyrighted by INTELLIKEY Corporation INTELLIKEY You should carefully read the following terms and conditions before using the Software Using the Software Quantum Plus Operator s Manual Quantum Plus Operator s Manual indicates your agreement to the terms of the following LICENSE STATEMENT and DISCLAIMER OF WARRANTY LICENSE STATEMENT This software is licensed for the exclusive use of the original purchaser YOU A single copy of the Software may be executed from a common disk shared by multiple CPUs subject to the maximum number of concurrent users imposed by the Software itself This software is not copy protected INTELLIKEY authorizes YOU to make backup copies of the software for YOUR archives only for the sole purpose of protecting your investment from loss YOU are free to move this software from one computer location or common disk to another so long as there is no possibility of it being used at one location while it Is being used at another Just like a book that cannot be read by two different people at two different locations at the same time unless of course INTELLIKEY s copyright has been violated DISCLAIMER OF WARRANTY THIS SOFTWARE IS PROVIDED AS IS AND WITHOUT WARRANTY OF ANY KIND INTELLIKEY SPECIFICALLY DISCLAIMS ALL WARRANTIES EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO DEFE
69. have not created any new configurations the Individual configuration will be used Also note that there is a checkbox on the default selection screen that allows you to specify that you want to use the same default configuration for all controllers you are Quantum Plus Operator s Manual adding If you check this box Quantum Plus won t prompt you to select a default configuration for each controller until the next time you select Controllers Add Quantum Plus next displays the Controller Settings screen to allow you to fill in all of the settings for the new controller The initial settings will be based on the default configuration you selected You can override any of these settings for the new controller for example to change the list of authorized users You must supply Building and Door names the rest of the information is optional The section on Controller Names describes the requirements for naming a controller When you have finished making your changes select Ok from the Controller Main Screen Quantum Plus will next ask you how to program the controller If you are ready to program the controller now select the appropriate method of communication from the programming dialog box see Communicating With The Controller Otherwise select Don t Program Update Now You will be able to program the controller later as described under Programming a Controller Quantum Plus will next prompt you to select the default configuration for
70. he User Import function is to simplify mass changes to user information You may export settings for some or all of your users use a word processor or spreadsheet to make changes to one or more fields such as expiration date for the users then import the changed file When you import data for a user who is already in your database Quantum Plus updates the user s data rather than creating a new user Import Export Data Format describes the format Quantum Plus expects for each of the user data fields To import user data select Utility Data Files Import Users Quantum Plus prompts you to specify the import data When you select Ok Quantum Plus reads each record from the input file and updates the user database accordingly If the record specifies a user who is already in the database the user s data 1s updated to reflect the imported settings If the record contains a new user the user is added to the database and assigned a key number If the import file contains the user s access information all you need to do is issue a key to the user otherwise you may have to manually edit the user s information first Note It is very important that the data in the Fields included in input file list is correct Quantum Plus attempts to interpret the data it reads from the import file based on what it expects to see for a particular field Although Quantum Plus performs validity checks on the imported data before adding it to the database it
71. hort beep to indicate that it has recorded the appropriate date and time information in both the key and controller If the key 1s authorized to open the door the Guard may unlock the door and enter the room for inspection To read the tour information from the key select either the Users Query Key or Audit Guard Tour Key function Refer to Audit Operations Guard Tour Functions for details on reading the information from the key Disabler Key A Disabler Key will disable keys in controllers You would use this function typically when someone loses a high level key that is authorized for many controllers You can create several copies of a Disabler Key to be used in deleting the lost key from all affected controllers To create a Disabler Key select Users Special Keys Disabler Quantum Plus prompts you to select the user whose key is to be disabled Insert a blank key into the KPU when Quantum Plus prompts you to do so Note Each disabler key will only disable one user You must create a separate Disabler key for each key you wish to disable To use a Disabler Key insert it into any controller for which the lost key might have been authorized The controller will sound a short beep to indicate it has recognized the key If the key was authorized the controller will remove the key from its list of Quantum Plus Operator s Manual authorized keys When the controller is finished it will sound three short beeps to indicate that
72. hose last name is Smith enter Smith in the Last Name field and leave the other fields blank To report on all users whose last name is Smith and who work in the Maintenance Department assuming the first optional field contains the user s department enter Smith for the Last Name and Maintenance for the first data field Quantum Plus will also match partial entries For example if you enter Smith for the Last Name and T for the First Name Quantum Plus will report on all users with the last name Smith and the first initial T Tom Smith Ted Smith etc If you enter Sm for the Last Name Quantum Plus will report on all users whose last name starts with Sm Smith Smythe Smathers etc The check boxes in the area marked Show let you specify how much information to report about each user If you select Description the user s ID and optional data fields are reported Access Information reports for which controllers the user 1s authorized and Features reports on how the users features holidays anti passback etc are configured Generating a report with none of the boxes checked yields a report containing only the users names and key numbers Quantum Plus Operator s Manual If the New Page for Each User check box is checked Quantum Plus starts the report for each new user on a separate page This feature comes in handy if you frequently add or change user information and need to keep an up to date printout of each user
73. ifetime 1s limited to reduce security problems if the key is lost The lifetime of Grandmaster Keys can be set by selecting Utility Site Setup If a Grandmaster Key expires you can reauthorize it by updating the key see Updating a key Updating a key The Update Key operation transfers new database information to a user s key You would typically use this option after you have updated a user s database information For example if you add masterkeying information for a user you must update the user s database information first then update the user s key Activate the Update Key operation by selecting Users Update Key from the Main Menu Quantum Plus prompts you to insert the key to be updated into the KPU Quantum Plus reads the key ID number from the key matches the number to the user to whom the key was issued and reads the user s access information from the database Quantum Plus Operator s Manual Managing Users and Keys e 45 If the database information does not match the information already programmed into the key Quantum Plus reprograms the key with the new database information If you have the Print Receipt feature enabled Quantum Plus prints an update receipt for the key Quantum Plus then asks you to remove the key Quantum Plus then prompts for another key to be inserted for update To update another key insert it in the KPU To return to the main menu select Cancel Turning Receipt Printing On and Off The Users
74. installed on your computer backup your database files etc Help Help on using Quantum Plus Exit Below Leave the Quantum Plus program or allow another operator to use the system The Quantum Plus menus are arranged for convenient operation of an established system The operations which you perform most often are the first choices on the menus The descriptions given in the following chapters however are arranged for the novice Quantum Plus operator Each chapter describes operations in the order in which they would be used when setting up a new keying system for a site The toolbar immediately below the main menu provides quick access to the most commonly used Quantum Plus functions Clicking the mouse on one of the buttons in the toolbar is equivalent to selecting the corresponding operation from the menu For example clicking the Add Controller button al is the same as selecting Controllers from the main menu then selecting Add from the Controller pop up menu Whenever a toolbar button can be used in place of a menu selection the button will be shown in the left margin of the manual as shown in the next section Leaving Quantum Plus The Exit menu allows you to tell the Quantum Plus software that you will no longer be using the system If you select the Exit option the Quantum Plus program will terminate and return to Windows If you select the New Operator option the logon screen will appear requiring the next operator t
75. ir own password an operator must have the authority to change other operator information 4dd Change Delete Operators function enabled on the Functions tab to be able to change the other information Utilities e 61 62 Utilities Field Function Name The operator s full name Operator ID The code the operator will enter into the Quantum Plus Logon screen This is 1 9 characters long and may consist of letters numbers and symbols 1 Password The operator s password This is 1 6 characters long and may consist of letters numbers and symbols Dialing Suffix When connecting to a remote key programming site Quantum Plus will send the text contained in this field to the modem after dialing the remote site This field could contain a long distance authorization code for example Logoff after For extra security Quantum Plus will automatically log an operator off if minutes there has been no activity for the specified number of minutes If this value is set to 0 the automatic logoff function is disabled for this operator Functions Tab The Operator Functions screen allows you to select which Quantum Plus operations an operator is authorized for If the checkbox beside the function name is checked the operator will be allowed to perform it To create an operator who does not have access to this screen i e who cannot change his own or any other operator s settings uncheck the box marked Add Change Delete Opera
76. is possible that some data may be misinterpreted resulting in invalid user settings Quantum Plus Operator s Manual Considerations When Importing Users When importing user data Quantum Plus verifies all names default settings building and door names Timezones etc contained in the input file before adding a new user or updating an existing one Names are not case sensitive for example Individual and individual are the same thing but spelling is important Research Building and Research Bldg are not the same thing A misspelled name in any field of the import line is enough to prevent Quantum Plus from processing the information for a user At the end of the import process Quantum Plus displays a report listing any problems it found in the import file unknown door names for example It s usually enough to correct the error s in the input file then re do the import Any users who were added correctly the first time the import was done will simply have their database records updated with the same information When adding a new user through the import function Quantum Plus follows these steps e Ifthe import information includes a default configuration name those settings are loaded as a starting point for the user s information If no specific default configuration is given Quantum Plus loads the default configuration named Individual e The default settings are replaced by specific information
77. ite code information Quantum Plus will first prompt you to specify the serial ports to be used to connect to your programming devices Serial Ports for This Computer KPU I Flash KPU for key removal LPU com Modem lt None gt Dialing Prefix Cancel Help These settings can be changed later for installation the important setting is the KPU port Next Quantum Plus asks you for information on your database setup Database Setup Select Single Computer if you will be running Quantum Plus on one computer or perhaps a desktop and a laptop Select Multiple computers if the database will be stored on a server running SQL Server or MSDE to be shared from one or more PCs C Multiple Computers f This computer is the server MIKE The server is on another computer Server Name Server login Server password Cancel Help Quantum Plus Operator s Manual Appendix B Installing Quantum Plus e 85 If the database will be maintained by SQL Server or MSDE select the Multiple Computers option If SQL Server is running on the same computer as the Quantum Plus software select the This computer is the server option If SQL Server is running on another computer select The server is on another computer and supply the name of the computer If the SQL Server is using Windows authentication don t fill in the Server Login or Server Password sections If the SQL Server is using SQL Server
78. l request that you insert the key into the KPU Quantum Plus will then program the key with database information for the controller Once the key is programmed it will request that you remove the key To use the key simply insert it into the Model 4 controller which it is programmed to update The controller beeps once then emits a series of chirps while it transfers the programming information to its memory When the controller is finished it beeps twice You may then remove the key If you insert the key into a controller other than the one for which it is intended the controller will beep twice and will not read the information from the key If you don t want to program the controller at this time you can select Don t Program Update Now This selection acts as a cancellation function and returns you to the main screen You will still have the ability to program the controller at a later time Updating a Controller The Update Controller operation transfers updated programming information from the database to a controller This option 1s used to keep the information in the controller database synchronized with the information programmed in the controller The Update Controller operation can be activated by selecting Controllers Update from the Main Menu Quantum Plus will prompt you to insert the LPU into the lock to be updated Quantum Plus then reads the controller ID number from the controller to identify it Then Quantum Plus rea
79. llers To read this information use the User Query Key function When you are finished with a special function key use the Users Return Key function see Returning a key below to remove it from your database Controller Audit Key A Controller Audit Key is used to read audit trail information from a controller into the key s memory Quantum Plus can then read this information from the key and generate a report based on the controller s audit information Each key may audit one controller at a time and holds the most recent 250 records from the controller To create a Controller Audit Key select Users Special Keys Controller Audit Insert a blank key in the KPU when prompted You may use this Audit key in any controller Each time you insert the key in a controller the controller overwrites any data stored in the key with new audit information To use the key simply insert it into the controller that you wish to audit The controller beeps once then emits a series of chirps while it transfers its audit information to the key When the controller is finished it beeps twice You may then remove the key To read the audit information select either the Users Query Key or Audit User Key functions Refer to Audit Operations Reading a Controller Audit Key for details on reading the information from the key Controller Update Key A Controller Update Key is used to transfer new feature and access information to a
80. n be changed Select OK to write the audit information to a file on the selected storage device If the data was written to a floppy disk or thumb drive insert that device into the appropriate reader on the desktop computer Select Audit Import Audit and indicate the location of the device 4 or G AUDIT for example Quantum Plus will read the audit information from the file and add any new records to its User Activity log Quantum Plus Operator s Manual Audit Operations e 51 52 e Audit Operations Quantum Plus Operator s Manual Reports Displaying and Printing Information The Report menu allows you to generate reports showing information about your users keys controllers and system setup You may either view the reports on your screen print them on your printer or save them as an ASCII file Quantum Plus reports do not use any special characters or printer functions and so should print on just about any PC compatible printer The reports are formatted to fit on an 85 x 11 page with a wide left margin for binding or insertion in a notebook While Quantum Plus is generating a report it displays a progress box to indicate how far along it is in the process You may cancel the report at any time by selecting the Cancel button on the progress box or pressing the ESC key Reports may be viewed in two ways The first way is to display the information on your screen This option is typically activated by selecting the View button
81. n the rotating cylinder configuration the controller electronics unlocks the cam on the cylinder allowing the cylinder to be rotated The cam in turn throws a latch or deadbolt mechanism to unlock a door when the key is turned A rotating cylinder controller may be programmed to function in two modes Single turn In this mode the controller unlocks the cylinder long enough to allow it to be turned once As soon as the key is rotated in the cylinder the controller releases the locking mechanism When the key is rotated back to the original insertion position again the cylinder will be locked requiring that you remove and reinsert the key to operate the lock again Multi turn In this mode the controller holds the cylinder unlocked for a fixed period of time allowing the key to be rotated more than once in the cylinder Certain types of locks require more than one turn to be completely unlocked This mode may also be used when the controller is first installed since it allows users the opportunity to rotate their key in both directions assuming they turned the key the wrong way the first time Fixed cylinder In the fixed cylinder configuration the controller functions as a data reader reading information from the key and activating some type of latching mechanism The key is inserted into the controller but not turned This configuration is used with locking devices such as electric strikes and magnetic locks A fixed cylinder
82. nction Keys A Controller Update Key and a Controller Audit Key can be used to communicate with the controller The Controller Update Key can be used to transfer new feature and access information to the controller A Controller Audit Key can be used to read Quantum Plus Operator s Manual audit trail information from the controller Refer to Key Operations Controller Update Key and Key Operations Controller Audit Key for details on creating and utilizing these special function keys Quantum Plus will utilize this method of communication when you select Make Controller Update Key from the Program Update dialog box This method of communication does require you to physically go to the controller and then insert the key into the controller Controller Defaults The Controller Defaults option allows you to create one or more configuration settings that can be used as a starting point when adding new controllers to your system similar to templates in word processing programs Each time you add a new controller to your database its feature settings will be initialized to the values specified by one of the controller default configurations You may then set specific features for the controller before it is added to the database Quantum Plus creates an initial controller default configuration named Individual If most of your controllers will have similar feature or access settings you may modify the ndividual configuration to refleet thos
83. nd as long as the KPU recognizes that the key is present the green light on the front of the KPU should be lit If the light ever changes to red or goes out completely the KPU is having trouble communicating with the key If Quantum Plus should ever appear to freeze up for more than a few seconds you should try to clear the communications link between the PC and the KPU by pressing CTRL C press the Ctrl and C keys at the same time Quantum Plus should display a message such as Unable to communicate with KPU Retry Select Yes to have Quantum Plus attempt to reestablish communications with the KPU If the unable to communicate message appears several times in a row press the reset button on the back of the KPU then wait until the KPU indicator light flashes green twice before selecting Yes User Operations 40 Managing Users and Keys Adding a User The Add User function adds a new user to your database This creates a user who may be given access to any existing doors If you want to create a Grandmaster Key which will be able to access any door in your system including those which haven t been defined yet refer to the section Creating Special Function Keys If you have more than one user default configuration defined Quantum Plus will prompt you to select the configuration to base the new user on If you have not created any new configurations the ndividual configuration will be used Also note that there is a checkbox on
84. ng Quantum Plus Quantum Plus Operator s Manual Quantum Plus Operator s Manual This ends the installation process for a new installation Upgrade from Earlier Version If you already have an earlier version of Quantum or EZ123 installed the first time you run Quantum Plus it will copy your database information into its own database the original data files are left unchanged This process can take anywhere from a few minutes to a couple of hours depending on the speed of your computer and the size of your data files When this process is complete Quantum Plus is ready to use Quantum Plus will first prompt you to specify the serial ports to be used to connect to your programming devices Serial Ports for This Computer KPU com Flash KPU for key removal LPU com gt Modem lt None gt Dialing Prefix Cancel Help Next Quantum Plus asks you for information on your database setup Enter the appropriate configuration information An upgrade can be installed in either local or shared database configuration depending on how the software is to be used Next Quantum Plus asks for the type of installation you will be performing Appendix B Installing Quantum Plus e 89 New Installation If this is the first time Quantum Plus been run from any PC at your location select Initial Setup You must have a Key Processing Unit attached to your Pie Initial Setup If Quantum Plus is already set up at yo
85. ng the Multi Site version refer to the separate Multi User Supplemental Manual for installation instructions Quantum Plus uses the industry standard InstallShield technology in its setup program If you have installed other Windows programs you are probably familiar with InstallShield and its installation process If not the InstallShield setup program referred to as Setup in the descriptions walks you through the installation prompting for each piece of information it needs and allows you to move forward to the next step or backward to change any previous entries In the current version of Quantum Plus there is no option for running the program from a shared copy you must install Quantum Plus on each computer in your system from which you wish to run the program Quantum Plus Database Setup Quantum Plus Operator s Manual Quantum Plus stores its information in a database The software supports two database configurations single computer local database and multiple computer shared database In the local database configuration Quantum Plus uses a Microsoft Access compatible database created on the same computer running Quantum Plus For this configuration nothing else is needed Quantum Plus contains everything it needs to create and maintain the database This configuration would be used when the software will be run on one computer only In the shared database configuration Quantum Plus uses a server based database such as
86. o enter a valid ID and password before the system may be used again Data Entry Screens To simplify the operator interface Quantum Plus uses the same data entry screens throughout its various functions For example the same Timezone Screen is used whenever viewing or modifying Timezone information whether for the system Quantum Plus Operator s Manual Running Quantum Plus e 27 Timezone settings a user s key or a controller s automatic unlock function This consistent use of screens makes learning to use the Quantum Plus software much easier since the operator sees a consistent interface whenever the same type of information is presented Each screen contains an Ok Close Cancel or Help button Selecting the Ok or Close button saves any changes you have made to the data in the screen closes the screen and returns you to the previous menu or screen If you select the Cancel button or press the ESC key Quantum Plus will close the screen but will not keep any changes you have made to the screen data The Help button will take you to the on line Quantum Plus Operator s Guide which describes the contents of the screen in detail Some of the features and functions shown on the screens are simply on or off the feature is active or it isn t Some features are simply numeric values And some features are a combination of the two when the feature 1s turned on it requires additional data The screens allow you to set all of the types
87. ode must be unique for each controller You may have for example controllers Admin 205 and Admin 206 or Admin Front and Research Front but you may not have two controllers identified as Admin 206 If you try to enter a duplicate controller Quantum Plus will display an error message and ask you to enter new values Another thing to keep in mind is that Quantum Plus always treats the information in the Building and Door fields as characters even if they contain numbers This can cause some unexpected results when you look at an alphabetized listing of your controllers For example if you enter ten controllers all in the Admin building with door numbers of 1 2 3 4 5 6 7 8 9 and 10 Quantum Plus will display them alphabetically as Admin 1 Admin 10 Admin 2 Admin Admin Admin Admin Admin Admin Admin 9 This happens because Quantum Plus like most computer programs alphabetizes the information based on the first character it sees in a description Thus the 1 in 10 causes the 10 to appear before 2 or 3 instead of after the 9 as you would expect If you had doors 11 19 they would appear alphabetically between 10 and 2 Similarly doors 21 29 would appear between 2 and 3 o IAN BW It s very simple to keep your listings in the correct order All you have to do is put enough characters in front of the digits to make all of your number descriptions the same length F
88. of Terms e 97 98 Glossary of Terms Quantum Plus Operator s Manual Index Beeps Controller Signals 34 C Cancelling a controller 36 Controller Audit Key 43 45 50 81 99 Controller security functions Dual key 81 Controller Update Key 34 43 44 83 D Daylight Savings Time 62 Defaults Controller 39 65 Defaults User 38 39 Disabler Key 44 45 49 50 81 Dual key 81 E End User Version 88 F Fixed Cylinder 35 G Grandmaster 45 Guard Tour 81 H Holidays 44 56 62 63 I icon 87 InstallShield 85 87 Internet 77 Issuing a key 42 Quantum Plus Operator s Manual K Key Programming Unit KPU 34 39 40 41 42 43 44 45 46 47 49 50 66 67 68 75 76 89 Key security functions Dual key 81 Keys issuing 42 M Model 4 50 N Network Operation 85 87 100 P Password 64 65 printer 35 42 58 R RAK 66 Receipt 59 Reports 38 49 70 Returning a key 43 46 Rotating Cylinder 81 S Shutout Key 45 83 site code 61 66 68 75 89 T Time zones 73 74 U Unable to communicate 40 68 User Activity Log 35 50 58 70 101 User Names 70 Index e 99 W Windows 35 56 58 100 e Index Quantum Plus Operator s Manual
89. of parameters For example features which may be turned off and on are shown with a checkbox beside them If the box is checked the feature is turned on otherwise it is turned off If a feature has numeric or text data associated with it the data is shown next to the description of the feature and may be modified If the feature is turned off Quantum Plus will retain the data setting but will not use it Getting Help Getting Help for Using Quantum Plus The Help Contents function activates the Quantum Plus on line help system In addition most data entry screens have a Help button which may be selected to provide information about the fields on the screen Getting Help for Using Help The Help Using Help function activates the on line manual for the Windows Help system Determining Quantum Plus Version Number The Help About function displays the version number of your Quantum Plus software 28 Running Quantum Plus Quantum Plus Operator s Manual Managing Controllers Controller Names Controllers in your system are identified by a Building name and a Door name This allows you to identify doors by logical names such as Research 104B All reports and data entry screens which refer to your controllers will use these names You must assign both the building and door names for each controller You may use the same building name or the same door name for a number of controllers but the combination of Building Door c
90. ogate programmed keys to determine their contents The KPU connects to a standard personal computer and is controlled by the Quantum Plus software The Lock Programming Unit The Lock Programming Unit LPU is the device by which the electronic controllers are initially programmed with features and access codes The LPU may also be used to update and query interrogate controllers The LPU connects to a standard personal computer and is also controlled by the Quantum Plus software Quantum Plus Operator s Manual Site Codes Quantum Plus Operator s Manual The Restricted Authorization Key The Restricted Authorization Key RAK is a hand held programming device for modifying and interrogating the electronic controllers There is a separate RAK User s Manual which describes operation of the RAK in more detail Each INTELLIKEY site end customer is assigned a site code which uniquely identifies all controllers and keys associated with that site The site code programmed into an INTELLIKEY key must match that of the controller into which it is inserted before the controller will allow the key to operate it INTELLIKEY Corporation has set up a site code distribution system which guarantees that no two sites will ever have the same site code The SiteCode Key is the mechanism by which site codes are distributed to the end user A SiteCode Key is a specially programmed INTELLIKEY key which contains your unique site code The Quan
91. oller The access selection process is described in more detail in the next chapter Features Activation and Expiration date Each key may be programmed with dates to determine the lifetime of the key a time frame during which the key will be allowed to operate The activation date may be used for example to program and issue keys before they are supposed to be used The keys will not operate until the specified activation date The expiration date might be used for construction keying or in a hotel where it is desirable to have the key cease functioning after a specific date if it is not returned Quantum Plus Operator s Manual Features e 13 14 e Features Timezones Both the controller and key contain Timezone tables These tables define windows during which the controller or key is allowed to operate Each table contains seven windows A window may cover only a few hours such as a normal work shift or may cover several days Holidays Each key may be programmed for up to 16 periods during which it will not operate These may be holidays or days during which the keyholder s place of employment is closed Each controller may also be programmed for 16 periods during which features such as Automatic Unlock are disabled Controller Configurations The controller may be programmed to operate with two basic types of lock mechanism The correct choice is dependent on the INTELLIKEY controller hardware Rotating cylinder I
92. on contained in a Guard Tour key and allow you to clear the contents of the key for the next guard tour See Creating Special Keys for a description of how to make and use a Guard Tour key Reading a Guard Tour key is almost identical to reading the audit information from a user s key After viewing or printing the information select Cancel Quantum Plus will ask you if you want to clear the tour information from the key Select Yes to clear it or No to leave it intact Remove the key from the KPU when prompted to do so If you do not clear the information the key will append new Guard Tour information to the end of the existing information This allows a guard to keep a running Quantum Plus Operator s Manual summary of activities for an entire shift for example After the last tour of the night you can clear the information so that the key is clean for the next night s tours Auditing Controllers Select Audit Audit Controllers to read the audit information from one or more controllers and automatically add it to the User Activity Log This function doesn t display the audit information as it is being read use the User Activity Report refer to the next chapter to view the information Setting Controller Time Each INTELLIKEY controller contains a clock that keeps track of the current date and time These settings are used for maintaining audit information and for controlling access through timezones expiration dates and holi
93. on the screen which defines your report options Quantum Plus presents a scrollable viewing screen containing the report as follows User Report Aaron Perry Key 9910 issued ID 895344 Department Title Extension Hire Date Allen Nikki Key 136 not issued ID 34923 Department Title Extension Hire Date Averett Dennis Key 138 not issued ID 544544 Department Title Extension Hire Date Bailey Jason Key 9911 issued ID 923402 Department Administration Title HR Supervisor Extension 223 Hire Date 02 15 98 Close Use the scroll bar at the right hand side of the screen to move forward or backward through the report Select the Close button at the bottom of the screen when you are finished viewing the report Quantum Plus Operator s Manual Reports e 53 User Reports 54 Reports Reports may also be printed You can have reports printed by selecting the Print button on the report options screen Normally reports are printed on the currently selected Windows default printer Refer to your Windows manual for information on selecting the default printer If you want to print the report to another printer press the left Shift key while selecting the Print button Quantum Plus will present a screen allowing you to select a specific printer Whichever printer you select either the default or a specific printer is referred to in the report descriptions as the Windows Printer Reports may al
94. once so you should select Reinitialize Programming a New RAK If you select New Device Quantum Plus next prompts you to insert the RAK into the KPU Insert the keyblade of the RAK into the keyway of the KPU make sure that the KPU is connected to the serial port specified in your operator setup then select Ok Quantum Plus then programs the RAK Quantum Plus Operator s Manual Utilities e 65 Data Files 66 Utilities Reprogramming a RAK If you select Reinitialize Quantum Plus asks you to insert the keyblade of the RAK into the keyway of the KPU Turn on the RAK and select the LINK command from the RAK s main menu The green light on the front of the KPU should come on Select Ok to reprogram the RAK You must select Ok within 10 seconds of selecting the RAK LINK command otherwise the RAK will assume that it was unable to communicate with the KPU and will break the link between them The green light on the KPU will go out if this happens and you must remove the RAK from the KPU and restart the reprogramming sequence Disabling LPUs and RAKs For security reasons it is often desirable to disable Lock Programming Units and Restricted Authorization Keys when they are not in use Disabling these devices removes their site code and prevents their use The devices can be reenabled by initializing them as described in Programming Equipment Once a device is disabled you don t need to disable it again To determine if a LPU or
95. ontroller Groups Quantum Plus Operator s Manual It is sometimes convenient to be able to refer to several users or controllers as a group For example when granting access to a user it is much easier to specify All doors in the Administration Building rather than Administration Building Front Door Administration Building Conference Room and so on Access Groups System Overview e 9 allow you to group users and controllers in logical groupings All front doors All Security Personnel etc A user or controller may belong to any number of groups The Quantum Plus User and Controller menus have options for creating and updating access group information User Activity Log Security 10 e System Overview Quantum Plus maintains a file of information known as the User Activity Log This file contains a list of dates and times users have accessed controllers Information may be added to the log from several sources reading the audit information from users keys reading Controller Audit Keys and querying controllers directly Quantum Plus supplies a report option for displaying the information from this file Since the information maintained by Quantum Plus is potentially very sensitive the Quantum Plus software supplies a number of security features Operators Like most secure systems Quantum Plus requires that each person operating the software be authorized Quantum Plus allows the establishment of operators who ar
96. or example if you know that your largest door number will be 100 you should make sure that all descriptions contain 3 characters You could enter door number 1 as either 1 two blanks followed by a 1 or 001 If you enter Quantum Plus Operator s Manual Managing Controllers e 29 any numeric building or door descriptions in this manner they will always appear in the correct order in any Quantum Plus reports Communicating With The Controller 30 Managing Controllers Communication with the controller is necessary when programming and updating feature information Communication will also allow you to interrogate the controller for audit information There are several methods of communication with a controller The method of communication that is utilized is determined by whether your site has been setup as a standalone system or a network system as well as what controller model the site has been equipped with Using Your Lock Programming Unit The Lock Programming Unit LPU can be utilized to directly interrogate and or program any controller Quantum Plus will utilize this method of communication when you select Use Lock Programming Unit from the Program Update dialogue box This method of communication requires you to physically go to the controller and insert the LPU into the controller In order to establish a communication link you must have your Lock Programming Unit connected to the serial channel specified in your Operat
97. or setup Quantum Plus will then prompt you to insert the LPU into the cylinder connected to the controller Insert the key portion of the LPU into the keyway of the controller Quantum Plus will automatically begin communication with the controller While Quantum Plus is communicating with the controller it displays a status box You should leave the LPU inserted in the controller until Quantum Plus prompts you to remove it Most operations require several transfers of information between the PC and the controller which must not be interrupted If Quantum Plus should ever appear to freeze up for more than a few seconds you should try to clear the communications link between the PC and the controller by pressing CTRL C press the Ctrl and C keys at the same time Quantum Plus should display a message such as Unable to communicate with LPU Retry Select Yes to have Quantum Plus attempt to reestablish communications with the controller If for any reason the communications link between the PC and controller is completely lost remove the LPU press ESC repeatedly until you are returned to the Controller menu then restart the controller operation To return to the controller menu without inserting the LPU select the Cancel button in the prompt box or press the ESC key Since Quantum Plus is monitoring both the LPU and the PC you may have to press ESC more than once to cancel the prompt Communication with the Controller via Special Fu
98. ork first shift and call the group First Shift You may set the Timezone information for this group to correspond to the work times assigned to the shift Similarly a second group might be the second shift employees with a different set of Timezones Quantum Plus creates an initial user default configuration named Individual If most of your users will have similar feature or access settings you may modify the Individual configuration to refleet those settings Adding User Defaults To add a user default configuration select Users Defaults Add Quantum Plus displays the User Settings Screen You should give the configuration a meaningful name such as Maintenance Dept or Third Shift You may not have two user configurations with the same name You must supply a name for the configuration before you can move to any of the other tabs Specify the settings for the configuration Enter feature and access information which applies to all or most users who will be added with this configuration For example if you want all users in the Maintenance Department to have a fixed expiration date on their keys check the appropriate boxes on the User Feature Screen Quantum Plus Operator s Manual If the configuration you are creating 1s similar to an existing configuration you may copy the existing configuration and change only the appropriate information for the new configuration See Copying User Defaults below Selecting a User De
99. our password After you have entered your password press ENTER or click on the OK button If you have entered your ID and password correctly the logon box will disappear leaving you with the Quantum Plus main menu If you made a mistake Quantum Plus displays a warning message asking you to reenter your codes If you don t want to use Quantum Plus simply select the Cancel button from the logon box You can do this by pressing the TAB key until Cancel is highlighted then pressing ENTER by selecting the Cancel button with your mouse or by pressing the ESC key The Quantum Plus Main Menu The Quantum Plus Main Menu bar displays the top level options available to you i INTELLIKEY Quantum Plus Anton Medical Center loj x Users Controllers Audit Reports Utility Help Exit p 25 OESIE Ar AE tm Te Ge ie P ty By Sy BE Each of these options is explained in detail in a separate chapter Quantum Plus Operator s Manual Choice Chapter Function Users Managing Users and Keys Add new users update user information Issue keys to users Return Query Update and Delete keys Controllers Managing Controllers Add and maintain controllers Audit Audit Operations Read and report on various audit data Reports Reports Generate reports for Controller Key and User information Utility Utilities Maintenance functions add and delete Quantum Plus operators make changes to the way the Quantum Plus software has been
100. pattern checkbox and fill in the appropriate information Quantum Plus automatically calculates the DST change times for several years in advance and displays the information If your location uses a non standard DST change plan uncheck the DST changes follow this pattern checkbox This causes the date and time controls in the bottom part of the screen to become enabled Select each year adjust the starting and ending dates and times then click the Update button The updated information will be displayed in the list box Holidays Tab This screen allows you to define holiday dates for use by the system Holidays in keys restrict access during the holiday periods Holidays in controllers override the automatic unlock function This screen allows you to define holiday configurations for your site Quantum Plus manages holidays in groups Each group consists of up to 16 date ranges each up to 120 days in length A basic holiday group named Standard Holidays is created when your site is first created You can create additional groups For example a university might have one holiday group named Student Holidays that applies to all students and includes various holiday breaks and another that applies to contractors and includes different dates for which the contractors are not allowed access The Group list box contains all of the defined holiday groups To change the contents of a group select it from the list box All of the holidays d
101. r the drive the setup program will start automatically If auto run is not enabled open My Computer select the CD drive containing the installation CD then select the Setup icon You can also find the latest version of Quantum Plus at the INTELLIKEY website www intellikey com Select the Support option then follow the links to the 82 e Appendix B Installing Quantum Plus Quantum Plus Operator s Manual Quantum Plus Operator s Manual software downloads page To run the installation program directly from the website click on the appropriate link to download a copy of the installation program right click on the link select Save Target As and specify a location on your computer to save the installation file Run the downloaded program to install Quantum Plus The InstallShield setup program will prompt you for various pieces of information Follow the instructions presented on each screen and enter the appropriate values In general you should use the default settings provided by InstallShield The only value you might typically change is the drive on which to install Quantum Plus Quantum Plus InstallShield Wizard x Setup will install Quantum Plus in the following directory To install to this directory click Next To install to a different directory click Browse and select another directory You can choose not to install Quantum Plus by clicking Cancel to exit Setup r Destination Directory CS M
102. r with the J s for example The User ID is an optional field which may consist of any combination of letters numbers and symbols You may use whatever system you like to assign ID codes The ID field is long enough to hold Social Security numbers or you may use employee numbers or student numbers One thing to keep in mind is that Quantum Plus always treats the information in the user s name fields as characters even if it contains numbers This can cause some unexpected results when you look at a listing of your users sorted by name For example if you decide to assign users sequential numeric names and enter the first ten users with names of Janitor 1 Janitor 2 Janitor 3 Janitor 4 Janitor 5 Janitor 6 Janitor 7 Janitor 8 Janitor 9 and Janitor 10 Quantum Plus will display them alphabetically as Janitor 1 Janitor 10 Janitor 2 Janitor 3 Janitor 4 Janitor 5 Janitor 6 Janitor 7 Janitor 8 Janitor 9 Managing Users and Keys e 37 User Defaults 38 Managing Users and Keys This happens because Quantum Plus like most computer programs alphabetizes the user information based on the first character it sees in a description Thus the 1 in 10 causes the 10 to appear before 2 or 3 instead of after the 9 as you would expect If you had users with names Janitor 11 through Janitor 19 they would appear alphabetically between Janitor 10 and Janitor 2 Similarly users 21
103. rotate the key after inserting it Also since the controllers are controlling access to locks and doors I will use the terms controller lock and door interchangeably throughout the manual INTELLIKEY controllers are available in two configurations fixed cylinder and rotating cylinder Fixed cylinders function as reader devices only when you insert your key into the cylinder the controller reads the key s information and activates an output signal which causes an external locking mechanism to function This type of cylinder would be used in conjunction with an electric strike or magnet for example Rotating cylinders fit into standard locking mechanisms When you insert your key the controller releases the cylinder allowing you to turn the key and activate the System Overview e 5 6 System Overview mechanical locking mechanism This type of cylinder fits into existing mortise and rim cylinder applications The Electronic Key The INTELLIKEY Electronic Key allows each keyholder access to a specific set of controllers Each key has a special feature memory which may be programmed with the keyholder s access control information The key has an infrared communications system which allows it to transmit this access control information to an INTELLIKEY controller The Key Processing Unit The KPU is the device by which the electronic keys are programmed with features and access codes The KPU is also used to query interr
104. roup and add delete group members operator may edit data for this user operator may modify settings for default configuration operator may edit data for members of this group and add delete group members operator may edit this door operator may modify settings for default configuration operator may edit information for node Grant Rights operator may grant access to this group or members of this group operator may grant access to this user operator may create new users based on default operator may grant access to this group or members of this group operator may grant access to this door operator may create new locks based on default operator may assign keys and locks access at node An operator automatically has Modify and Grant rights to any item user controller group or default that he creates although this can be changed Refer to the section on Operators in the Utilities chapter for details on specifying operator permissions Setting Up Your Access Control System e 23 24 e Setting Up Your Access Control System Quantum Plus Operator s Manual Running Quantum Plus Starting and Leaving Quantum Plus Installing Quantum Plus Before running Quantum Plus you must install it on your hard drive or network drive If you have not done so already refer to Appendix B for installation instructions Starting Quantum Plus Before you may use the Quantum Plus software you m
105. s Keys expire after day s Private Code In order to provide extra security for your INTELLIKEY system you must enter a private code This code will become part of the Site Code information assigned to all of your INTELLIKEY equipment This code may be up to 8 characters in length and may consist of letters numbers and symbols OK Cancel Fill in the appropriate information Site Name Grandmaster Keys Private Code A descriptive name for your site This name will be displayed at the top of your Quantum Plus window and on all reports You can change this information later using the Site Setup function Grandmaster Keys are automatically enabled in all controllers and would typically be issued to security or maintenance personnel You must elect to use the Grandmaster Key function and select how many keys to reserve as Grandmaster Keys now Note You cannot enable the Grandmaster Key feature after you leave this screen so if you don t enable it now you will not be able to use this feature in the future Also the number of keys you reserve as Grandmaster Keys will be set permanently you won t be able to change it later either This allows you to create a Site Code whose entire contents are known only to you This prevents anyone else from creating keys which will be able to access your site Enter a code up to eight characters long then select Ok Quantum now asks you to insert
106. s called the Dealer version The name has been changed to reflect the fact that the INTELLIKEY product is sold and serviced through a broader network of suppliers Introduction e 1 Terminology Quantum Plus is a replacement for two earlier INTELLIKEY programs Quantum and EZ123 Because these two programs were intended for different markets and applications different terms were used in the two programs to refer to the same thing Quantum Plus mostly uses the same terminology as the original Quantum program Here are some of the EZ123 terms and how they are referred to in Quantum or Quantum Plus EZ123 Term Quantum Plus Term Facility Site Facility Code Site code Facility Authorization Key SiteCode Key Restricted Keyway Not used The older Quantum also used a couple of terms that have been changed Quantum Term Quantum Plus Term Controller Programming Lock Programming Unit Unit Software Installation Refer to Appendix B for information on installing your Quantum Plus software Software Registration Quantum Plus must be registered within 30 days of its first use to continue operation After 30 days all functions are disabled exception the registration function For registration information select Help Registration Registering your software allows INTELLIKEY to notify you when software updates or other product enhancements are available Software License Agreement 2 e Introduction The Quantum Plus software pro
107. s information Note Quantum Plus determines whether or not a key will operate a controller based solely on the key s masterkeying information If the key s copy number is not enabled in the controller the key will not be able to operate the controller even though the access report says it should User Group Reports The User Group Report list the members of one or more user groups To create User Group Reports select Reports User Groups and the above illustrated screen will appear Select the User Group s to report on then select the appropriate View Print or Print to File button Controller Reports Controller reports contain information about your system doors and locks You can report on feature settings and list users authorized for each controller The Controller Reports Screen lets you specify which controllers should be contained in the report and how much information should be reported for each of them To use this function select Reports Controllers and the above illustrated screen will appear The first six text fields let you specify which controller or controllers to report on These correspond to the Building Door and optional data fields entered when adding a controller to your system Quantum Plus will generate a report for controllers whose database record matches what you enter in these fields To generate a report on a specific controller enter the Building and Door names in the appropriate fields
108. s whether the key is allowed access based on the key s access rights and other restrictions such as date and time Quantum Plus Operator s Manual Setting Up Your Access Control System e 21 This has some implications for the design and more importantly the maintenance of your access control system When changes are made to someone s access rights for example a person moves from one office to another and must have their key work in the new office but not the old there must be a way to transfer this information to the keys and controllers The INTELLIKEY system is designed to handle this Access rights can be programmed through either the key or the controller whichever makes the most sense For example when a new door is added to the system it can be programmed with a list of all the users who already have keys that should be able to access the door This is all that is necessary to give those users access the first time they use their key in the newly programmed door it will work Similarly for the example where someone changes offices their key can be updated to reflect the change or both office doors updated to reflect the change Which approach you use depends on your environment If both doors are near to each other and near the INTELLIKEY programming equipment it might be easier to update them instead of having the user bring his key in for updating If the doors are located in another building but the user is readily
109. so be placed into an ASCII file You can have a report placed into a file by selecting the File button Next assign a file name for the report or if you are updating the contents of a report you may reuse the filename that was previously given If you are uncertain as to where to place the contents of a file use the Browse button to select a directory and then apply a filename Once you are done select the OK button If you are do not want to create another report select the Cancel button For additional reporting options see Audit Operations The User Reports function allows you to generate reports about your system users or keyholders The User Reports Screen lets you specify which users should be contained in the report and how much information should be reported for each of them You can activate this function by selecting Reports Users and the above illustrated screen will appear The first six text fields let you specify which user or users to report on These correspond to the name and optional data fields entered when adding a user to your system Quantum Plus will generate a report for users whose database record matches what you enter in these fields To generate a report on a specific user enter his first and last names in the appropriate fields If you leave a field blank Quantum Plus matches any record for that field So to report on every user in your database leave all of the fields blank To report only on users w
110. ss to Admin Front Research Front and Shipping Front The default group Shipping grants access to Shipping Front Example 1 John Smith ID 129323 has access to all doors in the Individual group plus Research Lab 1 His key is valid from January 1 1996 until December 31 1996 The import export record for John would be Smith John 129323 Research Manager x333 Individual 1 1 96 12 31 96 Research Lab1 Note that since the record spans more than 1 line the first line ends with If the record were more than 2 lines long then lines 2 through the next to last line of the record would end in Also since John s default settings come from the Individual group that field could have been left empty The following would also be valid for John Smith John 129323 Research Manager x333 1 1 96 12 31 96 Research Lab1 If the Individual group specifies a key s lifetime as being January 1 1996 to November 31 1996 John s record could be Smith John 129323 Research Manager x333 12 31 96 Research Lab1 Note that you don t have to include John s activation date since it matches the default setting but you must include his expiration date since it is different Example 2 Brenda Jones no ID has access to Shipping Front only during first shift Since the default group Shipping specifies access to Shipping Front without any time restrictions you must supply Timezone information Jones Brenda Shippin
111. ssion to all groups so that they could maintain doors for the whole campus The capability of restricting operator rights to specific groups should be taken into consideration when creating user and controller groups Since a controller can be a member of more than one group care must be taken in assigning permissions For example if the front door of the library is a member of both the Library Doors and Front Doors groups any operator with permission for either group will be able to change the controller s settings An operator may have two different types of rights to an item Modify and Grant In general if an operator has Modify rights he may make changes to the item s settings 22 Setting Up Your Access Control System Quantum Plus Operator s Manual Quantum Plus Operator s Manual a controller s hardware settings for example Grant rights allow the operator to change the access settings for the item but nothing else For example if an operator has Grant rights to a user group he may grant access to any member of the group to any controller to which he also has Grant rights but the operator cannot add members to the user group The chart below summarizes what functions an operator can perform based on permissions Item User group Individual user User defaults Controller group Individual controller Controller defaults Masterkeying node Modify Rights operator may edit data for members of this g
112. stem based on the INTELLIKEY Electronic Keys and Controllers With its easy to use Microsoft Windows based interface Quantum Plus simplifies the task of defining the parameters of your access control system The Quantum Plus software then allows you to program the access information into your controllers and keys and keeps track of how each item has been programmed As your system grows Quantum Plus tracks the relationships between keys keyholders and controllers and provides you with up to date reports on the status of your INTELLIKEY system Quantum Plus Versions Quantum Plus Operator s Manual The Quantum Plus software is available in two versions the standard version and the Mutli Site version The standard version is for a site or facility that has all of the programming equipment necessary to perform all functions associated with an INTELLIKEY based access control system The Multi Site version has additional functions which allow an INTELLIKEY supplier or service center to support several smaller sites with one copy of the Quantum Plus software and one set of programming equipment Most operations are identical between the two versions The few that are different are pointed out at the appropriate places in this manual There is a supplemental manual supplied with the Multi Site version that describes the extra functions available in that version In the earlier Quantum and EZ123 software programs the Multi Site version wa
113. t for illegal accesses the controller will take protective action This action is also programmable and includes disabling either the key or controller or both The controller also records the keystamp number date and time in its memory Quantum Plus Operator s Manual Features e 15 16 e Features and the lockstamp number date and time in the key s memory These values can be read using the Quantum Plus software A disabled key must be either updated or reset using the Key Processing Unit before it can be used in a controller A disabled controller must be reset using a Restricted Authorization Key before it can be operated with a normal key Authorizing Keys in Controllers The most difficult part of maintaining any electronic access control system is updating the authorization information in the various components As new users are added to the system the controllers must know which ones are authorized As controllers are added the existing users keys must be updated to operate the new controllers The INTELLIKEY system provides several authorization techniques which simplify the process of maintaining your access control system Grandmaster Keys Grandmaster Keys are keys which are automatically authorized in all controllers Quantum Plus allows you to specify at installation time how many Grandmaster Keys your system will contain Grandmaster Keys have a selectable limited lifetime which eventually automatically disables a lost key
114. t on your screen or Print to have the report printed on the currently selected Windows printer Select Save to add the information from the Controller Audit Key to the User Activity Log After viewing or printing the information select Close Remove the key from the KPU when prompted to do so You may now use the key to audit another controller Disabler Keys A Disabler key allows you to disable lost or stolen keys using a standard INTELLIKEY key See Creating Special Keys for a description of how to make and use a Disabler key Disabler keys record an audit trail of the controllers into which they have been inserted When you audit a Disabler Key Quantum Plus prompts you to specify how you want the information reported Select List controllers updated by this disabler key to see a list of controllers in which this Disabler key was used Select List controllers which still need to be updated to see a list of controllers for which the user is still authorized You can also view the list of controllers that still need updating from the Reports menu Reports Disabler Key Discrepancy Report Selecting Reports Disabler Key Clear Disabler Data allows you to delete information from the log file created by reading Disabler keys Guard Tour Keys Guard Tour keys record an audit trail of the controllers into which they have been inserted including the lock number date and time The Guard function will display or print the informati
115. that field contains only the phone number and not any other modem codes such as outside line or long distance codes Modem control values are specified under the operator setup screen Utility Operators Change Connecting to a Remote Site Before performing any remote key programming functions you must first connect to the site You must have entered the settings for one or more remote sites See Adding a Remote Site below for how to add remote sites Select Utility Remote Key Functions Connect to Site to call a remote site Quantum Plus prompts you to select the remote site Select the appropriate name and select Ok Quantum Plus then calls the remote site and establishes connection with the KPU at the site Once the connection 1s established Quantum Plus displays a message box to this effect Quantum Plus Operator s Manual Utilities e 73 74 o Utilities You can now perform any key programming or interrogation operation through the modem connection Disconnecting from a Remote Site When you are finished with all remote key operations for a site you must instruct Quantum Plus to disconnect from the site by selecting Utility Remote Key Functions Disconnect If you attempt to exit from Quantum Plus while connected to a remote site Quantum Plus automatically disconnects before closing Editing a Remote Site Select Utility Remote Key Functions Edit Site to change the information for a remote site Quantum Plus
116. the Controller menu select Cancel Reporting the Controller s Audit Information While you are querying a controller you may display its audit trail information by selecting the Query tab from the Controller Settings Screen then selectling the Audit button Quantum Plus reads the audit information then asks you to select how the information should be reported Select the type of records to be reported legal and or illegal and the date range of interest Select View to see the report on your screen select Print to print the report on the currently selected Windows printer Select Print to File to save the report as an ASCII file The report shows the date and time if recorded for each access whether the access was Legal authorized or Illegal unauthorized and the name of the person to whom the key was issued Select Add to Log to add the information to Quantum Plus s User Activity log Select Cancel when you are finished viewing the data Checking the Controller s Hardware While you are querying a controller you may test and examine some of its hardware functions Select the Query tab for a list of options The functions you may select are Button Function Unlock Instructs the controller to perform its normal unlock sequence Lock Instructs the controller to perform its normal lock sequence note that this function will typically produce obvious results only following an uncontroller command to a controller programmed for Fix
117. the default selection screen that allows you to specify that you want to use the same default configuration for all users you are adding If you check this box Quantum Plus won t prompt you to select a default configuration for each user until the next time you select Users Add Quantum Plus next displays the User Settings screen to allow you to fill in all of the settings for the new userr The initial settings will be based on the default configuration you selected You can override any of these settings for the new user for example to change the list of controllers to which the user will have access You must fill in at least one of the name fields either First Name or Last Name may be left blank but not both Quantum Plus will search the user database to see if there is already a user with the same name If so Quantum Plus will tell you so and ask you If you still want to add this user It is possible that you have already entered the user s information or that there is another user in your system with the same name If you want to add this user select Yes otherwise select No and Quantum Plus will let you modify the user s description again Quantum Plus Operator s Manual If you have entered access information for user and your Quantum Plus operator rights allow it Quantum Plus will next ask you if you wish to issue a key to the user If you are ready to program a key for the user select Yes otherwise select No If you select No
118. ting could be used for example to add or delete doors for several users The user access information would first be exported to a file the file edited to remove the door s and or add new doors then the information re imported The access Utilities e 69 Quantum Plus Operator s Manual 70 Utilities information from the import file would completely replace the access information for all of the users in the file Import Export Data Format This section describes the format for each field in the import or export data file These files are standard ASCII text files and may be created or read by most spreadsheet word processor or database applications An import export data file is a collection of records each representing one user A record may span several lines depending on how much data it contains Each line starts at the left column If a record requires more than one line each line except the last must have the character string at the end of the line following the last data field on the line See examples below Each line ends with an ASCII carriage return line feed sequence Individual fields within the record are delineated by a separator character specified in the Field Separator field of the Import Settings or Export Settings dialogs The most common separator is a comma CSV or comma separated value file although other characters may be used depending on the application reading or writing the data file
119. tion from the earlier program if you are a new user you will have to supply the information Refer to the appropriate section below based on what type of installation you are performing New Installation Upgrade From Earlier Version Additional PC Reinstallation Moving 84 e Appendix B Installing Quantum Plus You are installing Quantum Plus for the very first time and have never had any INTELLIKEY products installed You are installing Quantum Plus for the first time on a computer that has an earlier version of Quantum or EZ123 installed You have already installed Quantum Plus on another computer and have set up the shared database You can use this option whether you installed Quantum Plus as a New Installation or as a Upgrade From Earlier Version You are reinstalling Quantum Plus on a computer or are moving it from one computer to another You must have performed a backup from the previous installation and have the backup file available Quantum Plus Operator s Manual New Installation Before running Quantum Plus for the first time you will need the following e AKPU unit connected to a communications port COMI COM9 on your computer and plugged into its power supply You may verify that the KPU is operating properly by pressing the Reset button on the back The light on the front of the KPU should glow orange for about 2 seconds flash green twice then go out e A SiteCode Key programmed with s
120. tors Permissions Tab This screen allows you to specify which user and controller groups and defaults and masterkeying levels an operator will have rights or permission to Select the type of item user groups etc then highlight the items in the list for which the operator should have the appropriate permission Adding an Operator The Utility Operators Add function allows you to add new Quantum Plus operators Quantum Plus presents the Basic Information Tab to prompt you for information on the new operator You must enter the operator s full name a logon ID code typically the operator s initials and the operator s password The logon ID and password are what the operator will use when logging on Next you should select the Functions tab to choose the Quantum Plus functions for which this operator will be authorized If you uncheck the box marked Add Change Delete Operators on the Operator Function screen the new operator will be able to change his password but will not be able to change his access rights Finally select the Permissions tab to specify which groups the operator will have access control authority over Changing an Operator s Settings The Utility Operators Change function allows you to change the information associated with an operator An operator must be authorized to add and delete operators Add Delete Change Operators on the Operator function screen Quantum Quantum Plus Operator s Manual
121. tum Plus Installation program reads the site code from the SiteCode Key and records it for insertion into each of your controllers and keys System Overview e 7 Identifying the Components 8 e System Overview In order to maintain the proper relationships between the elements of the INTELLIKEY system each component key controller and keyholder must be uniquely identified The easiest method of identifying parts is by each one a meaningful name Thus each user has a first and last name each controller has a building and door name and so forth The concept of meaningful names carries over into all Quantum Plus components For example Timezones are given names such as First Shift or Office Hours Groups of users can be identified by department Marketing or title Engineers User Identification Users persons having keys are identified in the Quantum Plus database by name Each user has a first and last name John Smith each 25 characters long A user may have just a first name or just a last name but at least one must be specified The names may consist of letters numbers and symbols Each user may also given an optional identification code such as an employee number or Social Security number Controller Identification Controllers in your system are identified by a building and door name This allows you to identify doors by logical names such as Research 104B All reports and data entry screens
122. uld be easier to set up and maintain The Masterkeying system works best for sites where the INTELLIKEY system is replacing an existing mechanical system or where access rights are a little more structured The different methods can be combined For example John Smith can have access to all doors in the Therapy Rooms door group and individual access to his own 20 Setting Up Your Access Control System Quantum Plus Operator s Manual office Jane Smith can have access at the Great Grand Master B level and to the Vault and Records group The best advice we can give is to select a method and stick to it For example create door groups to manage the bulk of the access but allow individual access to specific doors such as offices When creating groups think about how access rights will be assigned If a building is logically split into floors for access rights some people get access only to the first floor some only to the second floor and some to both floors etc create a controller group for each floor Whichever approach you choose document your procedures for assigning access and make sure they re followed If there is a set procedure for selecting which doors a key will have access to there is much less likelihood of the key being programmed with the wrong information missing doors or too many door Most of the problems encountered with the INTELLIKEY system are caused by someone getting creative with assigning ac
123. unctions see Deleting User s above to delete the user information later Activate the Return Key option by selecting Users Return Key from the Main Menu Quantum Plus will then prompt if you want to delete user after returning key If you select Yes Quantum Plus prompts you to insert the key to be returned into the KPU Quantum Plus reads the key ID number from the key and displays a message at the bottom of the screen indicating to whom the key was issued Quantum Plus then updates the database information to reflect the fact that the key is no longer issued Do not remove the key from the KPU until Quantum Plus prompts you to do so Quantum Plus then prompts for another key to be inserted for return To return another key insert it in the KPU To return to the Key menu select Cancel 46 Managing Users and Keys Quantum Plus Operator s Manual Quantum Plus Operator s Manual Querying a key The Query Key operation allows you to read and display the current settings of a key but not to modify them You can use this function to verify the programming of a key or to identify a key Activate the Query Key option by selecting Users Query Key from the Main Menu Quantum Plus prompts you to insert the key to be read into the KPU Quantum Plus reads the programming information from the key and displays the User Key Main Screen to allow the individual settings to be viewed Note that all of the data entry items on each screen
124. ur location and this is another PC running it select Additional PE Additional PC If you are reinstalling a previous copy of Quantum Plus from a backup select Reinstall from backup Reinstall from backup If you have an older version of Quantum or EZ123 and want to upgrade that product to Quantum Plus select the appropriate application C Upgrade from EZ123 1 3 If you don t wish to install Quantum at this time select Cancel Quantum will not run Cancel Select Upgrade from Quantum 1 7 or Upgrade from EZ123 1 3 as appropriate Quantum Plus then prompts you for the location of the existing Quantum or EZ123 database files The default location that Quantum Plus selects is usually correct you should typically only need to change it 1f you have the earlier software installed in a non standard configuration After you specify the location of the earlier database Quantum Plus performs its conversion routine to get the information into its own database This can take anywhere from a few minutes to a couple of hours depending on the size of your site and the speed of your computer When the conversion is complete Quantum Plus displays the operator login screen Use the same login you used for the earlier software This ends the installation process for an upgrade installation Additional PC Before running Quantum Plus for the first time you must have installed and run it on another computer to set up the
125. ust have a valid Operator Identification code and password The Quantum Plus System Manager assigns ID codes passwords and adds Quantum Plus operators This person should be the one to provide you with this information Start Quantum Plus from the Windows Program Manager or desktop by double clicking its icon lp File Edit view Favorites Tools Help E je Quantum Plus Operator s INTELLIKEY Manual Select an item to view its description See also My Documents My Network Places My Computer 2 object s 1 07 KB lE My Computer Before you use the Quantum Plus software you must log on Logging on means to enter your Operator ID and password for Quantum Plus to verify Quantum Plus first presents you with the logon screen Quantum Plus Operator s Manual Running Quantum Plus e 25 When running Quantum Plus for the first time use 1234 for both the Operator ID and password 26 Running Quantum Plus Operator Logon Operator ID Password Cancel Help The cursor should be positioned in the text field following the label Operator ID If it isn t press the TAB key until it is Enter your Operator Identification code then press TAB The cursor next jumps to the field following Password Enter your password exactly as given to you by the System Manager As you type your password the characters will appear as This prevents someone looking over your shoulder from learning y
126. when receiving the key You can select whether or not you want tickets printed from the Key menu This feature is enabled by selecting Users Print Receipt To deactivate the issuing of a receipt select Users Print Receipt so that the check mark no longer appears next to it Activate the Issue Key operation by selecting Users Issue Key from the Main Menu Quantum Plus prompts you to select the users to whom keys are to be issued For each user you select Quantum Plus verifies that the user s database information is valid and that no key has been issued to the user Quantum Plus then prompts you to insert a key in the KPU verifies that the key is not programmed then transfers the user s access information to the key If you have the Print Issue Receipt feature enabled Quantum Plus prints the issue receipt for the key Quantum Plus then asks you to remove the key Quantum Plus next prompts you for the names of additional users to be issued keys To return to the main menu without issuing another key select Cancel 42 Managing Users and Keys Quantum Plus Operator s Manual Creating Special Function Keys Quantum Plus can program standard INTELLIKEY keys to perform special functions Each special function key is created from the Users Special Keys im Special function keys are added to the Quantum Plus database and assigned key numbers just like any other key Many of the special function keys store information read from contro
127. which refer to your controllers will use these names You must assign both the building and the door name for each controller You may use the same building name or the same door name for a number of controllers but the combination of Building Door must be unique for each controller You may have for example controllers Admin 205 and Admin 206 but you may not have two controllers identified as Admin 206 Optional Data Fields Quantum Plus provides four optional data fields for both users and controllers These fields may contain information specific to a site For example the user fields might contain such things as the user s title department or phone number The controller fields may contain the type of lock or the date of the next battery change The data in these fields may be used to select specific users and controllers when generating reports For example if one of the user s fields is designated as the user s department you could print a report listing only users from the Maintenance department Each optional field may be either a standard text field which many contain any data or may be a list field which is restricted to a specific selection of values Text fields would be used for information such as employee numbers which would be different for each person while list fields might be used for the employee s department and would be restricted to a pre defined list of departments Key and Controller Numbers Quantum
128. x will contain the choices available for that field To add a new choice select the Add button and fill in the information To change the wording of an existing choice select the choice in the list box then select Edit To delete a choice select it in the list box then select Delete Note The format for each field should be set up when the site is created and not changed Changing the format for a field especially from list to text can have unpredictable results as the software attempts to translate information from one format to the other You must log in to Quantum Plus program as an operator before you can make use of any of its functions Quantum Plus initially creates an operator named System Manager who has the ability to perform all Quantum Plus operations As the System Manager you can create additional operators each with their own set of access rights and functions to perform For example you can create an operator who can enter data for new users but who cannot issue keys and another operator who can issue keys to previously created users but who cannot add new users or modify the information for existing users Operator Settings Screen The Operator Settings screen provides the means for specifying an operator s login information and changing operator passwords and access rights Basic Information Tab The Operator Basic Information Screen specifies information about a Quantum Plus operator Any operator can change the
129. xplanation box to give more detail This information will be included in a key or user report To return to the main menu without canceling the key select Cancel Managing Users and Keys e 47 48 Managing Users and Keys Quantum Plus Operator s Manual Audit Operations Keeping Track of Everybody Auditing Keys E Quantum Plus Operator s Manual In addition to determining who is allowed to go where an access control system must also provide accountability In this context accountability means the ability to determine after the fact where a person has been and when Quantum Plus s audit functions provide this capability These functions allow you to do such things as read the audit trail from a user s key or from a controller s memory and to determine if a user s lost key has been denied access to all controllers The reports created by the Audit functions may be viewed in two ways either on the screen or printed Refer to Displaying and Printing Information in the Reports chapter for details You may stop the generation of a report by pressing the ESC key To read the audit information from a key select Audit Audit Keys Quantum Plus prompts you to insert the key to be audited into the KPU reads the key s information then presents the audit information based on the type of key Standard User Keys Quantum Plus reads the audit information from the key and allows you to specify which information you want printed
130. y also be programmed to record a list of controllers in which the key has been used The data to be recorded is selectable and includes legal accesses illegal accesses or both Dual key operation INTELLIKEY controllers may be programmed for dual key operation In this configuration you must insert two specific keys into the controller within a 15 second period in order to open the controller This operation is similar to a safety deposit box which requires both a bank manager s key and the box owner s key Anti Passback The Anti Passback feature prevents you from using a key twice in a row in the same door This feature can be used for example in a parking garage After the keyholder uses his key to open the entrance gate he must use it to open the exit gate before it will open the entrance gate again This prevents the keyholder from opening the entrance then passing back the key to someone else to open the entrance illegally AREST The Automatic Restraint System feature is intended for use in high security areas Both the controller and key may be programmed to keep track of how many illegal unauthorized access attempts it has been involved in Each unit maintains a separate count The key tracks how many times it has been inserted into controllers to which it does not have access The controller tracks how many unauthorized keys have been inserted into it Each unit also has a programmable limit When the unit reaches its limi
131. you may program the user s key later using the Issue Key option If you select Yes Quantum Plus prompts you to insert key into the KPU Unit Quantum Plus verifies that the key is not already programmed then programs the key with the settings entered for the user Remove the key when Quantum Plus prompts you to do so Quantum Plus will next prompt you to select the default configuration for the next user or skip straight to the User Settings screen if you checked the Use this configuration checkbox You can add another user or select Cancel if you don t wish to add any more users Changing a User s Information This option allows you to modify the database information for an existing user You Le will typically use this option when a user s access requirements change For example if a user needs access to controllers for which he was not initially authorized this change must be entered in the user database then transferred to the user s key Activate the Change User operation from the Main Menu by selecting Users Change Quantum Plus prompts you to select the user or users whose information is to be changed see Selecting Users For each user you select Quantum Plus will display the User Key Main Screen to allow you to make the necessary changes to the user s feature or access information When you are finished select Ok If you made any changes Quantum Plus will ask you if you want to update the user s key now If the key is
132. you may remove the key Refer to Audit Operations Disabler Key Functions for details on reading the information from the key Shutout Key A Shutout Key temporarily blocks access to a controller by an key except an Emergency key To create a Shutout Key select Users Special Keys Shutout Quantum Plus next prompts you to select the controllers for which the shutout key will work Insert a blank key into the KPU when prompted to do so To use a Shutout Key insert it into the controller that is to be locked with the shutout function The controller will sound two short beeps to indicate that the shutout function has been activated At this point no standard key will operate the controller Controller Audit Keys and Controller Update keys will work in the controller To take the controller out of shutout mode insert the Shutout Key again The controller will sound a short beep to indicate that it is back to normal operating mode An Emergency Key will also take a controller out of shutout mode Grandmaster Key A Grandmaster Key is automatically authorized to operate all controllers You must enable the Grandmaster Key function and specify how many keys to configure as Grandmaster keys when you first install Quantum Plus To create a Grandmaster Key select Users Special Keys Grandmaster Key Insert a blank key when prompted to do so A Grandmaster Key is used like any standard key The only limitation on it is that its l
133. your stock so that it may be programmed again for another function You can also use the Return function to un program a networked controller programmed with the wrong infomation To return a controller select Controllers Return Quantum Plus prompts you to insert the LPU into each controller to be returned Quantum Plus Operator s Manual Managing User Names Quantum Plus Operator s Manual Users and Keys Quantum Plus defines a user as someone who has a permanent Quantum Plus database record and to whom an INTELLIKEY key has been or will be issued The User menu allows you to enter or modify data for users delete users from the system or to modify the default settings for user groups Each user is identified by a first name John and a last name or surname Smith You must supply at least one of the name fields either First Name or Last Name may be left blank but not both You may have two or more users with the same name but each should have a different ID field see below to distinguish them If a user has only one name Janitor or Security1 for example you should enter the name in the slot which makes the most sense for your system If you leave the last name blank the user will appear at the beginning of an alphabetized list This allows you to have all special user names together in your list If you leave the first name blank the name will appear in it s proper alphabetical location Janitor would appea

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