Software User Guide
Contents
1. erste gt DISABLED DISABLED DISABLED ENABLED DISABLED SERVICE USER ENABLED DISABLED 011 ENABLED DISABLED Vicky Brown ACCESSUSER ENABLED DISABLED 10 When you have made all the desired changes so that the template is now a description of your door including all its users save it 11 Close the Excel file 12 When you return to the E Plex Standard application the file is listed under your Lock Configuration Files for the Site name Admin Bldg 13 You can configure several doors in the Admin Bldg Site by assigning a Door Name a Door ID and a Lock Function for each door using the Excel form for each door s properties and users and saving it You will see some sample Templates shown in the Appendix section Copy Doors The Lock Configuration Template is provided for you to enter the parameters of the locks you want to program for example Lock ID Lock Name Lock Function Unlock Time etc and also the access codes of users who will have access to the door If you have many doors at a Site with the same configuration and perhaps even the same users it would be time consuming to fill out a configuration form for each door You can copy one 5 settings to the other doors and only change the door ID and the door name 21 How do copy doors 1 Selec2. __ NAMEDIDSABED M UNIT USER FHARI FTI DISARI E Plex 5000 p Information NUHBER ACCESS CODE USER TYPE USER STATUS ACTIVATION SERVICE USER m o s mem m 26 acceso user men as __ MANAGER ENABLED o mu ENABLED ACCEPSUSER ENABLED 112 2 m 7 1 1 44 Appendix continued Lock Configuration Form Example of an E Plex 5000 Privacy Lock KAKA E Plex 5000 LOCK CONFIGURATION LOCK NAHE Payroll LOCK FUNCTION Privacy Lock Hortise with deadbolt or Cylindrical with thumbtum DOOR INFORMATION UNLOCK TIME 2 SECONDS BUZZER VOLUME ve 7703 TAMPER COUNT a 3703 LOCK ID TAMPER SHUTDOWN TIME SECONDS 90 PASSAGE MODE DISABLED ENABLED DISABLED PASSAGE MODE OPEN TIME LIMIT HOURS 24 ACCESS CODE LENGTH 4 0808 4 08 REMOTE UNLOCK ENABLED PO ENABLED DISABLED AUDIT FILTER INFORMATION MANAGER USER ENABLED ENABLED 7 DISABLED 5000 User Information HO OF HOURS OF A
3. ac Ducum 43 Transfer Downloaded Lock Profiles from the PC M Unit to the PC 44 Downloaded Lock Profiles Example duo es eee 44 Rmo ene 45 chase idis haut 45 PAETOS Ez Iria tgo RERUM SENE 48 E Plex Standard Tree SIUE EH VE tenes 48 Glossa tcu mE M Rot 51 E Plex Standard Features Software Version 3 2 Overview What is Kaba s E Plex Standard Software The E Plex Standard is an application that will give you amazing flexibility and scope in using your regular Microsoft Excel files to configure program and audit a wide range and large number of doors The E Plex Standard software enables you to program and audit Kaba s E Plex 2000 3000 and 5000 Series electronic pushbutton locks Simply by using this software the user of the E Plex 2000 3000 and 5000 Series can conveniently control door access for thousands of users e Maximum number of sites per system 10 000 e Maximum number of locks 10 000 across all sites e Total number of unique access codes enrolled per lock 300 100 for E2000 e Total number of Audit events per lock 9 000 3 000 for E2000
4. content What do you want Windows to do how Kaba s E Plex M Unit Software provided on the device Ji Copy pictures to a folder an my computer we using Microsoft Scanner and Camera Wizard m 8 View slideshow of the images using Windows Picture and Fax Viewer Lo Print the pictures using Photo Printing Wizard Ly Open folder to view files using Windows Explorer Fa Take nn anctinn E Plex PC M Unit Software Install Package KAKA E Plex PC M Unit User Guide Install E Plex PC M Unit When you click Install E Plex PC M Unit tab the software installation process will begin and you need to just follow the instructions on the screen The following are a few screen shots taken during the install process Click Finish when done E Plex PC M Unit InstallShield Wizard Preparing Setup Please wait while the InstallShield Wizard prepares the setup Setup is preparing the InstallShield Wizard which will guide you through the rest of the setup process wait InstallShield Cancel E Plex M Unit InstallShield Wizard License Agreement Please read the following license agreement carefully IMPORTANT USE OF THIS SOFTWARE 15 SUBJECT TO LICENSE RESTRICTIONS CAREFULLY READ THIS LICENSE AGREEMENT BEFORE USING THE SOFTWARE ENTIRE AGREEMENT This end user license legal agreement between
5. e The E Plex PC M Unit software is now installed on your separate M Unit portable unit and the program s icon will be displayed on your PC M Unit s Desktop as shown below Whenever you want to run this program double click on this icon a Kaba PC M Unit For the very first time of PC M Unit login the one time default login User name 1 and the default Password is also kaba When you click OK the PC M Unit software will automatically import your Operator Name and Password from the Host PC Hil E Plex PC M Unit T Operator Login E Plex PC M Unit Copyright Kaba Ine C3 2009 Operator Password Connect To Local E After clicking OK you will see the PC M Unit Main Menu Screen on the following page 33 M Unit Main Menu Screen From this point on please refer to the E Plex PC M Unit User Guide on how to perform the data transfer to perform the tasks on the next page in more detail The E Plex PC M Unit user guide is included as an electronic document on the USB flash drive of the E Plex PC M Unit kit or once installed can be selected from the PC M Unit menu bar under Help 9 PC M Unit Software Install Package KATA __ E Plex PC M Unit User Guide 34 Operations to Perform in the PC M Unit Software The main operations involving the M Unit are the following i Downloading doors users acce
6. Please Enter Door Mame For the new Lock Configuration File OK mg i 4 Cancel Select Lock Type E Plex 5000 E Plex 3000 C 52000 Enter the Lack Function you want bo assign to the door Entry Lack with Passage Cylindrical or Mortise without deadbolt 18 4 You must first select Lock Type either E Plex 5000 3000 2000 Lock Series Enter a name for the Lock Configuration File and assign one of the four Lock Functions if it is E Plex 2000 or 5000 If it is E Plex 3000 assign one of the three lock functions New Lock Configuration File New Lock Configuration File l x Please Enter Door For the new Lock Configuration File Cancel Please Enter a Door For Ehe new Lock Configuration File Cancel Select Lock Type Select Lock Type f E Plex 5000 E Plex 3000 52000 E Plex 5000 E Plex 3000 52000 Enter the Lack Function you want to assign to the door Enter the Lock Function vau want to assign to the door Latch Holdback Entry Lock with Passage Cylindrical Mortise without deadbolt Storeroom Lock with No Passage Cylindrical or Mortise without deadba Residence Lack Mortise with deadbolt in Passage by default Swing bolt Exit Trim k Morkise with deadbolt or Cylindrical with thumbturn 5 Microsoft Excel opens with a Kaba pre defined Lock Configuration Form the two templa
7. The E Plex Standard software enables you to e Create your information files for each door using Microsoft Excel based software Use our Excel E Plex templates provided for you to enter all possible configuration information on each lock series E Plex 2000 3000 or 5000 Series Locks e Transfer the Excel files to a separate laptop or netbook PC if used as the PC Maintenance Unit PC M Unit Program and audit your locks using integrated PC M Unit function or a separate PC used as the PC M Unit Use the product with minimal system requirements so that you don t need a complex configuration Automatic Upgrade amp User Audit Capacity in E Plex 5000 1 E Plex 5000 Series Locks new version through older versions 2 and 1 come out of the factory with capacity of 100 users and 3 000 audits However when you program these locks with the E Plex Standard optional software via the PC M Unit the lock gets upgraded automatically to a capacity to handle 300 users and 9 000 audit events This capacity upgrade in the lock is permanent and will not revert to the 100 users 3 000 audits even after a lock hardware reset If you do not use the software but program the lock only via the lock keypad the lock capacity is unchanged to the factory default of 100 users and 3 000 audits 2 All E Plex 3000 locks on the other hand come out of the factory with a capacity of 300 users and 9 000 audits This is always the capacity of this l
8. RANGE sd _ puzeRvolugg _ 1 jv TAMPERGOUNT O james HAMPERSHUIDOWNTME PassaGEMODE ENABLED7DISRBIED PASSAGEMODEOPENTMEUMT 1 o TOM Access cobe ENGH a pom S REMOTE O o o ENABLED7DISRBIED LArcHHoLDBAcK AUDIT FILTER INFORMATION ACCESS ENABLED ENABLED DISABLED SERVICE ENABLED ENABLED DISABLED ALL USERS ENABLED ENABLED DISABLED M UNIT USER FHARIFD 7 MANAGER ENABLED ENABLED DISABLED E Plex 3000 User Information HO OF HOURS OF ACCESS CODE USER TYPE USER STATUS ACTIVATION SERVICE USER m ww LL s m o 012 ENABLED DISABLED Audit Filter Information Categories Access Manager Service etc ENABLED means that any activity related to these categories will be logged in the Audit without your having to select each sub catego
9. CONTACT KABA ACCESS CONTROL TECHNICAL SUPPORT 10 6 After you have entered all the required data click OK and the following login screen appears again Last Modified Changed Username jawa 7 Enter your Username and Password and click on Log in 8 The following screen appears E Plex Standard RmX File Sites Doors View Program Audit System Setup File Lock Type Lock ID Lock Function Last Modified Changed sites 8 06 07 4 40 Unknown Lock Audit 9 13 06 8 26 Now you can start using the E Plex Standard software to add sites doors user codes etc 11 Lock Configuration and Lock Audit Templates The Lock Configuration Template is provided for you to enter the parameters of the locks you want to program for example Lock ID Lock Name Lock Function Unlock Time etc and also the access codes of users who will have access to the door This template is in the form of an Excel file which is easy to create store and manage all applicable lock data There is no need for a large cumbersome database The Lock Configuration Template enables you to e Create and customize an Excel file for every lock in every site e Copy one set of lock features to multiple doors so they all have the same parameters e Copy one set of lock features to multiple doors but enter different users e Configure up to 10 000 different doors across all sites Upload and download
10. Lock Configuration Template Every time you add a lock in a site in the E Plex Standard software the pre defined Excel template file is automatically generated by the system You will enter all lock and user related information in the Lock Config Template See the Appendix section for an example Lock Functions Before programming or auditing any lock it must be manually setup at the pushbuttons while still in factory mode to conform to one of four lock functions for E Plex 2000 5000 namely Entry lock Storeroom lock Residence lock or Privacy lock and one of three lock functions for E Plex 3000 namely Latch Holdback Swing bolt and Exit see section Lock Functions on page 12 for details The lock comes from the factory with the lock function preset as an Entry Lock by default for E Plex 2000 5000 and as Latch Holdback for E Plex 3000 by default Also every time a hardware reset is performed on the lock the lock function reverts back to the factory default lock function Entry for E Plex 2000 5000 Latch Holdback for E Plex 3000 Lockout Access is only granted to the Master user All other users with valid access cods are locked out when the lock is put in the lockout mode 50 M Unit PC Maintenance Unit A PC M Unit is the Kaba programming tool for E Plex locks that transfers the data from the host PC to the locks It can be either a PC Laptop or Netbook using an USB gt IrDA adaptor to communicate with
11. Mort 8 08 07 3 18 PM a Plant 1 amp C R D Building C Unknown Lock Audit 2 To generate a sync file to prepare to transfer it to the PC M Unit you must select the Site name where the door or doors need to be programmed 3 Select by clicking on the Site name Data File Generator PC to Lock ES Please select the Lock configuration Files you want to add to the Sync File Click on the right green arrow when your selection is done Selected Site Admin Bldg Available lock configuration Files under the selected sites Doors to program Admin Bldg File Name Size Last Modified File Name c Plant 1 2 Main Entrance xls 280KB 8 07 07 5 23 J R amp D Building X Payroll Dept xls 280 8 08 07 3 18p gt Cancel 4 Select each Lock Configuration File and then click on the green right pointing arrow button to move it to the Doors to program column The file moves to the right hand panel Using the Shift key you can select several files and move them all at once 36 5 f you make mistake and move a file unintentionally highlight this file and then click on the red left pointing arrow to move the file back Note If you have mistakenly given two doors the same ID and you try to program them both you will receive a warning message to alert you to the fact 6 Then click on the appropriate PC M Unit button Data File Generator PC to L
12. Purchaser and Inc hereinafter It constitutes the entire agreement Agreement between Purchaser and an the license and use of the Software and supersedes any and all prior agreements and documents unless expressly Incorporated herein USE OF THIS SOFTWARE INDICATES YOUR COMPLETE AND UNCONDITIONAL ACCEPTANCE OF THE TERMS AND CONDITIONS SET FORTH THIS AGREEMENT If vau agree to these terms and conditions promptly return received electronically certify the destruction of the Software and all accompanying Items within five days after their receipt in order to receive a refund of any license fee accept the terms of the license agreement CO 1 do not accept the terms of the license agreement InstallShield 31 32 E Plex M Unit InstallShield Wizard Customer Information Please enter your information _ InstallShield E Plex PC M Unit InstallShield Wizard Choose Destination Location Select folder where setup will install files ERA E Plex PC M Unit InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation stalls E Plex M Unit InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successfully installed E Ple PC M Unit Click Finish to exit the wizard
13. add another Level 2 Operator you will see the following screen where you cannot add only edit or delete after selecting a user login name Operator Management User Login Operator Level Password Confirm Password a Getting Started Create Main Folder How create the main folder 1 Click on the E Plex Standard icon that appears on your PC desktop after installation The following dialog box appears which is the initial login screen z Username and Password Settings b The E Flex Standard is password protected application You must set password be able to open the application All Fields are required to perform the Username and password settings Username Password Re type Password Security Question Select a Question to Answer Tour Arswer Follow the procedure in Select Password and Log in next page Select Password and Log 1 Inthe Username box type in the login name you minimum 4 alphanumeric characters 2 Inthe Password box type in the password you want to use minimum of 6 alohanumeric characters The following screen appears x Username and Password Settings The E Plex Standard is password protected application You must set 4 password to be able to open the bi andi All Fields are r quired to perform the username and password settings Username Password Re typ
14. and press the delete button on the PC keypad Two examples of the lock configuration templates are shown below one for an Entry lock standard cylindrical and another for a Privacy lock mortise and deadbolt where a user or manager can be given a privilege to override the privacy deadbolt thumbturn if it was thrown from inside for added security if the user manger with a valid code is disabled to override the deadbolt s he cannot retract the deadbolt ad unlock the door Example Entry Lock E Plex 5000 User Information HUHBER ACCESS CODE USER USER STATUS ACTIVATION Gema MR 00 w Wes e access user wee uu EMBED E 20 Example Privacy Lock E Plex 5000 KAI Version 3 0 LOCK CONFIGURATION LOCK FUNCTION 75 Privacy Lock Hortise with deadbolt or Cylindrical with thumbtum m DOOR INFORMATION LOCK CONFIGURATION VALUE UNIT RME UNLOCK TIME 23 SECONDS 2 TO X BUZER VOLUME Pa 0703 TAMPER COUNT ATTEMS 3709 TAMPER SHUTDOWN TIME 5 0 TO 90 E Plex 5000 User Information OF HOURS OF ACCESS CODE USER USER STATUS ACTIVATION SERVICE USER 0
15. invalid codes until he hits the right one 41 Optional Audit Filters Manager Service PC M Unit Passage 4 Lockout Audit Event Users Add Access User Enable Access User Disable Access User Delete Access User Add Manager User Enable Manager User Disable Manager User Delete Manager User Add Service User Enable Service User Disable Service User Delete Service User Expired Deleted Service User 3 Enable All Users Disable All Users Delete All Users Modify PC M Unit User Combination Activate PC M Unit User Deactivate PC M Unit User X X X x X x Enable Passage Mode Disable Passage Mode Enable Lockout Mode Disable Lockout Mode X indicates that when this filter is enabled the respective events in the left column will appear in the audit report By default all audit filters are enabled Optional Audit Events 3 This is the audit record of a service user whose time has expired whereas Deleted Service User logs the Service User who is manually deleted through the Manual Programming Mode Download Lock Profiles This feature of downloading a lock configuration data profile and then transferring this information back to the main PC is used for the following reason After programming a lock from the software via the PC M Unit if the Master or a Manager added and or deleted any user codes at the lock pushbuttons this updated information at the lock is not the same as that in the PC for this lock No
16. it stays fully retracted and the lock behaves as though it is in a Latch Holdback mode with free passage Tamper Count How many failed attempts can be entered at the lock before the lock goes into Tamper Shutdown Tamper Shutdown The time that a lock remains in an inoperative state following the specified number of failed access attempts Unlock Time The amount of time in seconds the lock remains in an open position after a valid access code is entered before re locking again 51 User Number User Number refers to the table reference where a specific user s name and access information are stored On E2000 series locks the table reference range is 001 to 099 unique user codes in E3000 5000 locks the range is from 001 to 299 unique user codes Kaba Access Control Tech Support Phone 1 800 849 8324 Monday through Friday 8 AM to 5 PM EST www kabaaccess com 52 Kaba Access Control 2941 Indiana Avenue Winston Salem NC 27105 USA Tel 800 849 8324 336 725 1331 Fax 800 346 9640 336 725 3269 www kabaaccess com PKG3019 0911
17. your Excel files to a handheld PC Maintenance Unit PC M Unit for programming amp auditing locks The Lock Audit File Template will be filled with audited events data automatically when you download audits from the lock to the handheld PC M Unit and then transfer this information back to the E Plex Standard software on the PC for viewing or printing Note To see all the categories available in this template for E Plex 2000 3000 and 5000 lock series see the examples in Appendix Lock Functions E Plex 2000 and 5000 The E Plex 2000 and 5000 locks can be defined to work in one of the following four BHMA Builders Hardware Manufacturers Association defined lock functions as shown below Important The lock will need to be set up at the keypad as such while still in factory mode For further information on how to put the lock in one of the following four lock functions please refer to the E Plex 2x00 5x00 Lock Function Setup guide on how to set up these lock functions 1 Entry Lock with Passage option can be a cylindrical lock without a privacy thumb turn or a mortise lock without a privacy deadbolt or an Exit device operator 2 Storeroom Lock with no Passage option can be a cylindrical lock without a privacy thumbturn or a mortise lock without 3 Residence Lock in Passage by default can only be a mortise lock with deadbolt 4 Privacy Lock can be a mortise lock with a privacy deadbolt or a cylindrical lock with a priv
18. 00 locks can support from 1 to 299 unique Manager user codes Passage Mode The lock is in an open or unlocked position which means the latchbolt can be retracted by the outside lever without entering a valid access code Privacy Mode E Plex 2000 5000 locks only When a lock is in privacy lock function mode the user can project either a physical deadbolt or a virtual deadbolt from the interior side of the door by flipping the privacy thumbturn on the lock In this mode only the Master or privileged users can override privacy with their PIN which will disengage the privacy Service User A Service User can be granted one time access only or for a designated period from 1 to 24 hours E2000 series locks can be programmed to have from 1 to 99 unique Service user codes E3000 5000 locks can support from 1 to 299 unique Service user codes Site A Site is an area section building etc where your E Plex 2000 3000 5000 locks are installed For example you can create a site called Administration Building another called Downtown Campus etc and then assign a group of locks for each site in the software This makes managing the overall security more organized for the security personnel managing the property Swingbolt Mode E Plex 3000 only In this mode when the physical swingbolt is projected any valid user PIN can retract and disengage the swingbolt to gain entry However when the swingbolt retracts
19. 000000 SN E PLEX STANDARD SOFTWARE USER GUIDE VERSION 5 2 Before you start installation 1 Internet Explorer 5 0 or higher must be installed on your computer e All Windows XP Home or Pro SP2 machines have newer versions of Internet Explorer 2 Microsoft Excel version 2000 or higher must be installed on your computer Warning The Microsoft Excel Starter Edition is not compatible with E Plex Standard Software because it does not support Macros CD Menu Items 1 System Requirements Select this item to verify the software installation compatibility issues 2 View User Guide Select this to access an electronic version of the E Plex Standard User Guide on the CD and to view the On Line Help of the software 3 Install Acrobat Reader Select this to install the free Adobe Acrobat reader if you do not already have it installed on your system You need it to view the manual The Actual product software E Plex Standard software and the PC M Unit software below must be installed in all Cases 4 Install E Plex Standard software Select this item to install both the main E Plex Standard application and the PC M Unit Software on a single desktop or laptop PC 5 Optional Install PC M Unit software Select this item only when you want to install the PC M Unit software on a separate PC Laptop or Netbook that will be used only as the PC M Unit After installation is complete follow th
20. 7654321 is the Master Code and the new M Unit Code to be assigned is 7777 the following two commands must be entered at the lock 87654321 103 7777 7777 to assign new M Unit Code first and then 87654321 303 to activate it If you ever need to de activate it the command is 403 which replace the 303 in the above example An example of the M Unit User Code usage at the lock is as follows 7777 Note there is an extra at the beginning of the code The lock will enter the Communications Mode to interface with the PC M Unit indicated by alternate green and red flashing LEDs 35 Programming Auditing Locks Downloading Lock Profiles Transfer Files PC to PC Maintenance Unit How transfer files to the PC M Unit 1 Goto the Program Menu of the main dialog box and select Send Data to Lock You will see the box below with various sites and their locks in the system Any door s whose lock configuration data has changed that needs to be sent to the door s for programming the lock s is indicated by a small green flag icon against the affected door name s under the Changed column Standard m File Sites Doors View Program Audit System Setup Help Send Data to Lack i 3 5000 File Name Lack Type Lock ID Lock Function Last Modified Changed 5000 1001 Entry Lock with Pa 8 07 07 5 23PM B Payroll Dent xls 5000 10029 Privacy Lock
21. CCESS CODE USER TYPE USER STATUS ACTIVATION aes SERVICE USER p wmm wmm ISABLED ISABLED DISABLED DISABLED eee eae Vicky Brown ACCESS USER ENABLED DISABLED Appendix continued Lock Configuration Form Example of an E Plex 3000 Latch Holdback Lock E Plex 3000 LOCK KACA nn Version 3 0 CONFIGURATION LOCK FUNCTION Latch Holdback LOCK ID DOOR INFORMATION VALUE ENABLED DISABLED ENABLED AUDIT FILTER INFORMATION ENABLED kA LIBIITIICLDILD KT CRIA MICA 2 elon Oe E Plex 3000 User Information NO OF HOURS OF NE ACCESS CODE USER TYPE USER STATUS ACTIVATION Dd SERVICE USER ANGLED Co pomme Cow ACCESSUSER ENABLED DISABLED 41 1 EMBED DISHBLED EMBED 46 Lock Configuration Form Example of an E Plex 3000 Swingbolt Lock KAI A E Plex 3000 LOCK CONFIGURATION Note Editable cells are in yellow background VERIFY DATA LOCK FUNCTION Swing bolt DOOR INFORMATION LOCK CONFIGURATION VALUE UNIT LOCKCONFIGURATION
22. FIGURATION UNLOCK TIME VOLLIME AMPER COUNT AMPER SHUTDOWN TIME ASSAGE MODE ASSAGE MODE OPEN TIME LIMIT ACCESS CODE LENGTH REMOTE UNLOCK MANAGER SERVICE ALL USERS E Plex 5000 LOCK CONFIGURATION Version 3 0 VERIFY DATA Entry Lock with Passage Cylindrical or Hortise without deadbolt DOOR INFORMATION 3 m E DISABLED AUDIT FILTER INFORMATION ENABLED DISABLED DISABLED ENABLED DISABLED ENABLED ENABLED 7 DISABLED ENABLED ENABLED 7 DISABLED ein re om Pema oe 49 Glossary Audit An audit retrieves data recorded in the lock memory regarding activities that have taken place at the lock using the PC M Unit The lock records the last 9 000 events Audit Filter The audit memory records basically every activity at the lock The audit of some lock functions can be filtered out of your audit report if desired by disabling that function in the lock software configuration Excel template on the PC Buzzer Volume The lock has a buzzer to give audio feedback when buttons are pressed and commands are entered The volume can be adjusted to one of four levels no sound low medium and high Communication Mode Lock programming auditing and or downloading door profile is done via Infrared IrDA Communication without t
23. M Unit I 35 e Lock Function LastModified Sites 8 24 11 2 56 Unknown Lock Audit 8 31 11 10 52 AM Standard howlongcanasiten Unknown Lock Audit NOTE The procedure on the following 4 pages is for installing the M Unit part of the software on a separate portable Netbook or mini laptop the E Plex Standard software should have been already installed and running on the Host PC E Plex PC M Unit User Guide Note This same PC M Unit installation procedure can also be found in the E Plex PC M Unit User Guide front cover pictured above It is described in this document for convenience Please also refer to the included 2 page color E Plex PC M Unit Getting Started sheet as a quick reference guide The E Plex PC M Unit Software and the PC M Unit User Guide are located on the USB flash drive that comes with Kaba s PC M Unit Communications Kit Plug in this USB drive into one of the USB ports of your dedicated PC M Unit Laptop or 30 Netbook PC In a few seconds you will see the following screen on your M Unit portable unit Ensure that Show Kaba s E Plex M Unit Software is highlighted Click OK to continue which will open the next window giving you an option to either view print the PC M Unit User Guide or install this software E Plex PC M Unit D ZM his disk or device contains mare than one type
24. acy thumbturn The E Plex 2000 and 5000 locks come from the factory with the lock function as an Entry lock by default whether physically it is a cylindrical lock a mortise lock or an exit device operator E Plex 3000 An E Plex 3000 lock can be defined to work in one of the following three Kaba defined lock functions as shown below 1 Latch Holdback with Passage option 2 Swingbolt with no Passage option 3 Exit with Passage option All E Plex 3000 lock models come out of the factory with the lock function as Latch Holdback lock by default Please refer to b the E Plex 3x00 Lock Function Setup Guide on how to setup these lock functions 12 Enable Macros WARNING BECAUSE THE E PLEX STANDARD APPLICATION USES MACROS TO OPEN ITS TEMPLATES IN THE MICROSOFT EXCEL APPLICATION IT IS NOT COMPATIBLE WITH MICROSOFT S EXCEL STARTER EDITION WHICH DOES NOT SUPPORT MACROS Before opening templates please note The E Plex Standard application uses macros to open its templates in the Excel Application For all Excel versions Microsoft Excel Macros must be enabled to use this product IN OLDER VERSIONS OF MICROSOFT OFFICE EXCEL OFFICE SUITES 2003 and 2007 YOU MUST ALSO VERIFY THE FOLLOWING 1 Make sure the MACRO SECURITY LEVEL is set to Low If it is not set to Low then whenever you attempt to open a new door template or view an audit you will not see any data 2 Make sure the FIXED DECIMAL opti
25. aded Lock Profiles Example E Plex Standard File Sites Doors View Program Audit System Setup Help File Name Lock Type Lock Function Last Modified 2007089014584 5000 1001 Entry Lock with Pa 8 20 07 3 00 Admin Bldg Dock J Lock Configur E Plex 5000 KALA LOCK CONFIGURATION te LOCK 20070220145343 LOCK FUNCTION Entry Lock with Passage Cylindrical or Hortise without deadbolt DOOR INFORMATION LOCK CONFIGURATION VALUE UNIT UNLOCK TIME BUZZER VOLUME LOCK ID AMPER COUNT SHUTDOWN TIME AUDIT FILTER INFORMATION ENABLED ENABLED DISABLED DISABLED ENABLED DISABLED ENABLED ENABLED DISABLED ENABLED ENABLED DISABLED USER ENABLED ENABLED DISABLED 43 Lock Configuration Form Example of an E Plex 5000 Entry Lock E Plex 5000 KALGA GP Version 3 0 LOCK CONFIGURATION LOCK FUNCTION Entry Lock with Passage Cylindrical or Hortise without deadbolt DOOR INFORMATION LOCK CONFIGURATION VALUE UNIT E BuzeRVolUME TaMPERCOUNT 4 TAMPER SHUTOOWNTIME ASSAGE MODE OPEN TIME UMT ACCESS CODE LENGTH Pas ITS TO 8 REMOTE UNLOCK DISABLED ENABLED DISABLED AUDIT FILTER INFORMATION S
26. and then try again 9 Observe that the Site has been deleted E E Plex Standard File Sites Doors View Program Audit System Setup Help Wi ale El File Name Lock Type Lack Function Last Modified CIR 8 D Building 8 07 07 8 45 Changed amp LOR 0 Building J Unknown Lock Audit 17 Doors Create Doors Note The procedure for creating a door is the same for all E Plex 2000 3000 and 5000 Series locks All the examples shown in this section are for E Plex 5000 Series locks Please see examples of Lock Configuration Excel Templates on pages shown in the appendix section before creating doors There may be settings in your Excel applications that you need to change one to enable macros and one to ensure that Fixed Decimals are not selected as a cell format How create Doors 1 After you create a Site the Site name appears in the tree at left under E Plex Standard and two folders directories appear in the panel at the right as shown below 2 Select the Site Admin Bldg in the example below E Plex Standard File Sites Doors View Program Audit System Setup h als 5000 File Name Lock Type Lock ID Lock Function duoc Aui s Admin Bldg Configuration s COR amp D Build Unknown Lock Audit 3 Click on the door icon and the following screen appears New Lock Configuration File X
27. are times when you may want to delete an entire Site it is possible to do so How do delete sites 1 Click on the Sites folder and the Sites appear the right hand panel 2 Select the Site that you want to delete E Plex Standard File Sites Doors View Program Audit System Setup Help 115 3l File Name Lock Lock ID Lock Function Lock Audit Lack Configuration Bmx Last Modified Changed 8 07 07 0 51 8 07 07 9 51 3 From the menu on the main toolbar select Delete as shown below 7 5 E Plex Standard File Sites Doors view Program Audit System Delete v File Exit Lock Audit a Plant 2 i Lock Configuration 16 The following screen appears E Plex Standard x 4 Click Yes 5 When you click yes the following screen appears Password Request Eq The Delete function is password protected In order to delete a Site or a Lock Configuration File WOU have bo provide a password ous Please enter the password 6 Enter your password and click OK 7 Ifthe site is not empty you will get a message The following screen appears E Plex Standard x WARNING This site contains lock config and or audit files Deleting the site will irrevocably destroy these files Do wish to continue 8 Click Yes or delete any Lock Configuration or Audit Files remaining at the site
28. ck will transfer data from the PC M Unit to the lock or vice versa from the lock to the PC M Unit in the case of lock audits or door configuration downloads 26 operations involving the PC Maintenance Unit are the following Create Lock Configuration Files including user data for each lock E Plex 2000 3000 or 5000 in a Site Transfer Lock Configuration Data Files from PC to PC Maintenance Unit Program the locks using the PC Maintenance Unit Under Preferences on the pulldown menu obtained by Clicking on the title E Plex Standard at the top left of the PC M Unit screen select the number of records to audit 500 is default 50 is minimum and 9 000 15 maximum Audit the locks using the PC Maintenance Unit Transfer Lock Audit Data Files and or the Door Configuration Data Files from PC Maintenance Unit to PC View and or print audit Fields on PC Re synchronize the downloaded door files with the corresponding lock files on the PC so that data in both are identical 9 E Plex PC M Unit Software Install Package KAKA E Plex PC M Unit User Guide 7 PC M_IIni E Plex PC M Unit User Guide Refer to the E Plex PC M Unit User Guide which is available to view from the flash drive menu above where operations using the PC M Unit are described in detail to perform the following procedures Transfer Files from main PC to PC Maintenance Unit Transfer Files from the PC Maintena
29. ck Configuration and Lock Audit Templates 12 Lock FUNCTIONS 12 PAS SW 14 21 M 15 CIEE e MLE E dot AOE 15 RENCONTRE 18 RR EORR alte 18 DO ONS eem 22 1 Sms 26 PC Mainteriance 27 PC M Unit with SIrDA Kit eee ew sc ws 29 PC M Unit Software Installation e 30 Operations to Perform the PC M Unit Software 36 TROIS ETERNI ROREM EFC HP SERE 36 Programming Auditing locks and Downloading Lock Profiles 37 Transfer Files PC to PC Maintenance 8000700 nmne rnm ne rh rnmhe sensere sessi sacse sacs a a sara aun 37 Transfer Lock Audits from the PC M Unit to the 2 2 2 39 Lock Audits AIS detenti wth 41 Download Lock
30. ck to its original lock configuration Excel file at the PC Important 1 You can open the E Plex related files only from within the E Plex Standard application for security reasons If you try to open them directly from Windows Explorer or from the Excel application you will not be able to open them To see samples of these templates see the examples in Appendix 2 E Plex Standard lock configuration file data will override all manually configured data entered at the lock pushbuttons previously every time you re program the lock with the PC M Unit What do need to run the program e A standard desktop or laptop PC with an OS of Microsoft Windows 2000 XP Home amp Pro Vista or 7 e Available USB port on above or separate PC laptop or netbook to support PC M Unit programming e Microsoft Excel 2000 or higher Kaba s E Plex Standard program CD What is the recommended sequence of operations 1 Install the E Plex Standard and the PC M Unit software from the CD following the installation instructions Run the E Plex Standard program on the PC and select login name and password 9 Log in with your selected password a minimum of 4 alphanumeric characters for login name and 6 for password Select the Main Folder Create Site s in the main Folder E Plex Standard Select the Lock Series you want to program E Plex 2000 3000 or 5000 Series Create Lock Configuration Fields including us
31. display a dialog screen with two boxes the first one being Read Lock Audits and the other being Read Downloaded Doors ensure that the Read Lock audits box is checked by default both the boxes are checked and then click on OK Downloadad Data Sele 4 Read Lock Audits Cancel Read Downloaded Doors Reading Audit File Please wait Cancel 2 If no new audits have been performed on the PC M Unit you get a message to that effect OR you receive a message telling you that a new audit has been downloaded since you last used the E Plex Standard E Plex Standard Download Processing complete 2 Audits 2 matched sites 0 unmatched sites 1 lock configuration matched doors 1 unmatched door Loc 3 Click on the Site of the lock s where you performed the audit 4 Click on the Lock Audit folder for that site 5 door files from the last audit appear so you can open each file and see the audit information an example is shown in the Appendix section 6 door was audited and it does not belong to a Lock Audit File on your desktop it is automatically sent to the folder called Unknown Lock Audit where you can view it and decide where to put it 39 Lock Audit Example Each E Plex 2000 lock is designed to store up to 3 000 audit events the E3000 and E5000 Series audit event capacities are 9 000 audit events The audit file is circular and the oldest record is overwrit
32. e for example Paste Door E Plex Standard X Enter Lock Configuration name where existing lock will be copied to The new lock ID 0000 will be assigned to the door Plant 1Employee Entrance Employee Entrance Do you wish to continue 8 The new copied door now appears on your Lock Configuration Files list as Employee Entrance xls E Plex Standard X Door Main Entrance successfully pasted into the door Plant TEmployee Entrance E Plex Standard 258 5000 File Lock Type Lock ID Lock Function Last Modified Changed 2918 EC Employee Entrances 500 00 Enty Lock wit Pa 8 08 07 6 35PM 2 Admin Bldg E Lock Audit C Lock Configur C Plant 4 C Lock Audit C Lock Configure 8 D Building CJ Unknown Lock Audit 9 Select and double click on this door name The Excel file opens E Plex 5000 ICM TA Version 3 0 LOCK CONFIGURATION LOCK ID LOCK FUNCTION IM RANGE Lock with Passage Cylindrical or without deadbolt FROM 000 T2 9999 DOOR INFORMATION evo BumeRvolUME O O o eea SO PASSAGE MODE O oOo OO ENABLEDTDISRBIED PASSAGE MODE OPEN TIME UMI ACCESS CODE LENGTH 04 10918 4 08 REMOTE UNLOCK DISABLED PS ENABLED DISABLED AUDIT FILTER INFORMATION 10 Important You must change t
33. e Password Security Question Select a Question to Answer v Your Answer 3 User names and passwords may be alphanumeric numbers and letters only with a maximum of 20 4 You will be asked to provide a password hint in case you forget your password Select a question the answer to it will be the trigger to enable you to select another password in case you forget your original password 5 For example if you have a cat select the first question What is your pets name and then type in the answer in the field called Your Answer Let s say your cat s name is Whiskey Then if you forget your password the system will ask for your pet s name and if you answer correctly you will be asked to reenter a new password and again select a password hint question and answer Please store your login user name password and password hint in a safe place for future retrieval and use if you forget any of them Username and Password Settings E Plex Standard is a password protected application You must set a password to be able to open the application All Fields required to perform the username and password settings Username Password Re type Password assess Security Question What make was your First car ar bike Your Answer jaguar WARNING IF YOU FORGET BOTH YOUR PASSWORD AND THE ANSWER TO THE QUESTION YOU WILL BE UNABLE TO USE E PLEX STANDARD SOFTWARE
34. e on screen instructions about re starting your computer Software Installation Compatibility Issues Graphic Resolution 1 Aminimum of 800 x 600 screen resolution is needed higher the resolution the better 2 f your system is running on only 16 bit color resolution some graphics may not be correctly displayed change it to a higher resolution E Plex Standard Application Excel Lock Configuration Files 1 You must have Microsoft Excel 2000 or higher installed on your computer to edit pre defined Lock Configuration Files You will not be able to edit Lock Configuration Files unless you install Excel 2 E Plex Standard uses Excel macros to control the editing of your Lock Configuration Files Hence the Excel macros should be enabled on your PC when running the E Plex software Table of Contents Standard Features me MM M 5 ANAA 5 Automatic Upgrade of User Audit Capacity E Plex 5000 0 000400 0 5 Epp 7 GERDO Started DL EE 9 reste Man Folder eee te 9 Select Password 10 Lo
35. er data for each lock in a Site DE 203 aem Transfer Lock Configuration Data Files from PC to PC Maintenance Unit 9 Program the locks using the PC Maintenance Unit IMPORTANT You must change the default 8 digit factory Master code 12345678 in the lock to a different 8 digit Master code before doing any programming on the lock You must have the included USB cable connected to an available USB port on your PC M Unit Laptop or Netbook to power EPS2000 PowerStar series locks when programming since there are no batteries to power the lock during programming 10 Audit the locks using the PC Maintenance Unit 11 Transfer Lock Audit Data Files from PC Maintenance Unit to PC 12 View and or print Audit Files on PC Operators After you provide your login and password following the procedures in Log In and Select Password you automatically become a Level 1 Operator in the E Plex Standard system and are authorized to do everything with the system software If you want to add another Operator or change a password follow the procedure below IMPORTANT YOU MUST BE A LEVEL 1 OPERATOR TO BE ABLE TO EDIT OR CREATE OTHER LEVEL 2 OPERATORS YOU CAN ONLY HAVE ONE LEVEL 1 OPERATOR AND TWO LEVEL 2 OPERATORS IN THE SYSTEM you are a Level 2 Operator you can do everything except that the System Setup Operator Manager menu item is not available as shown in the illustration below System Setup Password Change Ct
36. g C Unknown Lock Audit 2 Click on one of the sites Admin Bldg for example The two types of folders for that site appear underneath but the right hand panel is unchanged E Plex Standard File Sites Doors View Program Audit System Setup Help Were 5000 File Lack Type Lock ID Lock Function Last Modified Changed LI Sites Lock Audit 8 07 07 11 21 Admin Bldg CiLock Configuration 8 08 07 5 33 C Lock Audit Lock Configure C Plant 1 Plant amp D Building C Unknown Lock Audit 48 3 Now double click on the Lock Configuration File under Admin Bldg 3 E Plex Standard File Sites Doors View Program Audit System Setup Help EE BEA CO E Plex 5000 File Name Sites X Main Entrance xls Admin Bldg I Payroll Dept xls C Lock Audit Lock Configur Plant 1 Plant 3 COR amp D Building E Unknown Lock Audit The Lock Configuration Files appear on the right or you could choose Lock Audit to view the Audit Files Lock Type Lock ID Lock Function Last Modified Changed 5000 1001 Entry Lock with 8 07 07 5 23 PM 5000 1002 Privacy Lock Mort 8 20 07 8 48 4 Finally if you click on a specific Lock File Main Entrance xls for example the File opens automatically in Microsoft Excel Note Editable cells are in yellow background LOCK ID LOCK FUNCTION LOCK CON
37. he use of cables between the lock and PC M Unit You will need to put the lock into Communication Mode before Communicating with the PC M Unit This is done by entering the command 900 on the lock s pushbuttons Green and red LEDs will flash alternatively to start the communication with the PC M Unit Download Door Profile Similar to retrieving audits this function using the PC M Unit downloads the lock s current configuration data residing in the lock memory which might have changed by the Master or Mangers in manually deleting and or adding user codes at the lock pushbuttons The downloaded door profile can then be hotsync d back to the PC to synchronize and update the Lock Configuration Excel data template for the same lock to ensure that both lock and PC lock configuration data contain exactly the same user PINs Disable To de activate a user or function Enable To activate a user or function Excel Macro Level Microsoft Excel gives users the option of setting their software parameters to optimize efficiency The E Plex software has predefined some macro functions that need to be enabled in Excel to get full functionality of the software Latch Holdback Mode E Plex 3000 only Similar to the traditional passage mode function but the latch stays retracted physically even after the door closes In this mode people carrying packages etc do not have to grab the lever to open the door but they can simply push the door to gain entry
38. he Lock ID from default 0000 to some other number 5010 the example above 11 Now you have a new door Employee Entrance in a new Site Plant 1 that has all the same parameters including the lock function and all the same user codes and names as the one you copied form door Main Entrance in site Admin Bldg 24 Clone Doors Cloning a door from an existing door is almost the same as the Copy door procedure above except for one thing When you clone a door you will also have the option to change the Lock function of the new door to be cloned to a different Lock function from the original door Just like Copy door procedure as described above you will need to re name the lock name and lock ID after cloning the lock The following is a screen shot of the door cloning procedures Clone Door 4 Main Entrance Please select Site for cloning door E Plex Standard Admin Bldg File Sites Doors View Program Audit System Setup Please Enter a Door Name for the new Lock Configuration File il Clone Entrance Paste File Lock Tyne Lock ID Lock Function a _ sempers Enter the Lock function you want to assign 97 Clone Entrance 5000 1001 Entry Lock with Pa to the door 2 Payrol Dept xls 5000 1002 Privacy Lock Mart Entry Lock with Passage Cylindrical or Mortise withc J LUUK AUIL E
39. n Yes and all doors will be deleted or No and all doors will remain on the list 6 Each time you select Yes or if you select Apply to all then Yes the following screen appears The Delete Function is passward protected In order to delete Site or a Lock Configuration File wou have bo provide a password s Please enter the password 1 7 Enter your password and Click OK 8 Observe that the door s has been deleted E Plex Standard File Sites Doors View Program Audit System Setup Help IAS 3 5000 File Name Lock Type Lock ID Lock Function Last Modified Sites Main Entrance xls 5000 1001 Entry Lock with Pa 8 07 07 5 23 5 0 Admin Bldg Payroll Dept xle 5000 1002 Privacy Lock 8 08 07 3 18 C Lock Audit CH Lock Configure 3 B Plant 1 C Lock Audit C Lock Configure amp D Building C Unknown Lack Audit PC Maintenance Unit The PC Maintenance Unit PC M Unit is Kaba s term for a laptop or netbook PC equipped with Kaba s PC M Unit software and USB gt IrDA adaptor that communicates with the locks via infrared signal The PC M Unit is either running with the Standard Software on the same laptop or a separate PC that requires a USB flash drive to transfer lock data to from your PC running the Standard Software The IrDA adaptor s infrared transceiver red lense when aligned with the red lense above the keypad of the E Plex 2000 3000 or 5000 lo
40. nce Unit to the Locks to program locks Audit Locks Transfer Lock Audits from the PC Maintenance Unit to the main PC Download Door lock configurations from locks Transfer Downloaded Door configurations files from the PC Maintenance Unit to the main PC 2 Portable PC M Unit with Kaba s IrDA Kit The M Unit is Kaba Access Control system s term for a PC based portable unit that communicates with the locks through industry standard infrared IrDA interface by making use of Kaba PC M Unit Communications Kit This kit with the USB gt IrDA adaptor USB extension cable and flash drive containing the PC M Unit software is included in your Standard Software Implementation Kit or can be purchased separately if a second PC M Unit is desired The kit contains the following items in the package 28 IrDA Adapter USB Flash Drive Netbook PC as portable M Unit An industry standard IrDA Infrared Data Access adapter with a USB interface to connect to the M Unit PC A USB extension cable to connect the above IrDA adapter to the M Unit if need be and A USB flash drive preloaded with the E Plex PC M Unit software application along with its User Guide in electronic format A 2 page Getting Started sheet in color as a quick reference guide One end of the IrDA adapter plugs in to one of the M Unit s USB ports and the other end of the IrDA transmit receive infrared data window will be pointed at the E Plex lock s IrDA window to tra
41. nsfer required data between the M Unit and the lock The USB memory drive will be used after installing the PC M Unit software on the separate Netbook PC to store and transfer the lock configuration data and the audited events data between the M Unit and the Host PC where the main E Plex Standard Software application and its locks user access configuration database reside The USB flash drive will be used as a portable transport medium between the two separate PCs i e between the Host PC and the portable PC M Unit Note If on the other hand you use the same laptop which contains the main E Plex Standard applications and the M Unit applications built in you will not need the flash drive to transfer data this is because this data transfer and syncing occur within the same laptop s hard drive M Unit Software Installation Important you are using one same integrated portable PC where the E Plex Standard software was installed you can click Launch PC M Unit from the Menu Bar per the image below at any time to launch the PC M Unit application Please skip the next few pages and go directly to the PC M Unit Main Menu screen on Page 35 This is because the E Plex PC M Unit part of the software already resides within the main E Plex Standard software and so no separate PC M Unit installation is required E Plex Standard E lol x File Sites Doors View Program Audit System Setup PC M Unit Help m gt mje Launch PC
42. ntry Lock with Passage Cylindrical or Mortise without d Storeroom Lock with No Passage Cylindrical Mortise Residence Lock Mortise with deadbolt Passage by de E Lack Configure Privacy Lock Mortise with deadbolt or Cylindrical with th PLI Delete Doors How do delete doors 1 Select the door s that you want to delete 2 From the file menu on the main toolbar select delete as shown below Standard File Sites Doors View Program Audit System Setup Help mje Delete Del Exit File Name Lock Type Lock ID Lock Function Last Modified iclone Main Entrance xis 5000 0000 Storeroom Lock w 8 08 07 4 08 6 Admin Bldg Entrance xls 5000 1001 Entry Lock with 8 07 07 5 23 C Lock Audit Dept xls 5000 1002 Privacy Lock Mort 8 08 07 3 18 PM Configure J Plant 1 C Lack Audit C Lack Configure D Building 2 Unknown Lock Audit The following screen appears E Plex Standard ES Are you sure that you want to delete the Lock configuration Clone Main Entrance xls C Apply to all ies 3 Click Yes 25 4 The prompt will appear for each door you selected asking if you re sure you want to delete it You have to click Yes or No each time 5 If you have a long list of doors you can save time by clicking in the Apply to all checkbox Then click o
43. ock with or without the optional software 3 Likewise all E Plex 2000 locks have a capacity of 100 users and 3000 audits with or without optional software The Lock Configuration Template is provided for you to enter the parameters of the locks you want to program for example Lock ID Lock Name Lock Function Unlock Time etc and also the access codes of users who will have access to the door This template is in the form of an Excel file which is easy to create and very easy for you to store and manage There is no need for a large cumbersome database The Lock Configuration Template enables you to Create and customize an Excel file for every lock in every site e one set of lock features to multiple doors so they all have the same parameters Copy one set of lock features to multiple doors but enter different users e Configure up to 10 000 different doors across all sites e Upload and download your Excel files using the integrated PC M Unit function or to a separate PC used as the PC M Unit for programming and auditing locks The Lock Audit File Template be filled with audited events data automatically when you download audits from the lock to the PC M Unit and then transfer this information back to the E Plex Standard Software on the PC for viewing or printing If you manually added or deleted user codes etc at the lock pushbuttons you can download this updated door profile for this lock and synchronize the file ba
44. ock x Please select the Lock configuration files you want to add to the Sync File Click on the right green arrow when your selection is done Selected Site howlongcanasitenameb Available lock configuration files under the selected sites Doors to program Size _Last Modified 186KB 7 26 11 7 49a 185 7 25 11 12 52p 186KB 7 25 11 12 52p 186 7 25 11 12 52p 185 7 25 11 12 53p 186 7 25 11 12 53p 185 7 25 11 12 53p esPrivacy 45 185 7 26 11 7 49a fal eSResidence xls 184 7 26 11 8 01 26 5 185 7 25 11 12 56p 52000 6 186 7 25 11 12 51p howlongcanasitenameb 26 howlongcanasitenameb E2000 xls M Unit Create PC M Unit File Transfer to integrated M Unit Cancel Use this option to create the Use this option to launch the M Unit File if lock operations will be integrated PC M Unit on this machine done with a separate physical PC The doors will be automatically M Unit transferred to the PC M Unit 6 1 If using an Integrated PC If you use the same integrated laptop Netbook PC to run both your Standard and PC M Unit software applications click on the Transfer to integrated PC M Unit button 6 2 If using Separate amp MU Laptop Netbook If on the other hand you use separate PCs one PC where the E Plex Standard software is installed and the other portable PC where
45. on is Unchecked for cell formats If you are unsure how to verify or change the above settings in your specific Microsoft Excel application please search these terms using the Microsoft Help pull down on your menu bar or refer to the Microsoft Excel software manual for your specific version Passwords How do change a password 1 Go to the System Setup item on the main menu and select Systems Setup and then Password Change as shown below E Plex Standard File Sites Doors View Program Audit System Setup Help ale 9 eeu Change Operator Manager File Name M Unit Device Lock ID Lock Function C Downloaded Doors Downloaded Doors 2 Sites DSites G Unknown Lock Audit Unknown Lock Audit The following screen appears Password Change Xx To be able to set a new password You have to provide the old password Please enter the old password Old password 2 Enter your old password The following screen appears Username and Password Settings The E Plex Standard is password protected application You must set 4 password to be able to open the application Fields are required to perform the username and password settings Username Password Re type Password Security Question Select Question to Answer Your Answer 3 Enter all the required data and click OK The password is now changed 14 Sites Create Site
46. rl F Operator Manager M Unit Device How create and manage Operators 1 Click on the System Setup menu Operator Manager System Setup Password Change Qiperator Manager N M Unit Device The following screen appears asking you for the Level 1 password Enter Password Please enter your password Cancel add Operator click on Add and the following appears Operator Management User Login Operator Level Password Confirm Password 2 To select an existing Level 2 Operator that you want to modify select the Operator from the login pull down 3 Now the Edit button is illuminated and the Password field can be edited Operator Management User Login Operator Level Password Confirm Password 4 You cannot change the Operator level only one Level 1 Operator permitted but you can change the passwords of Level 2 Operators 5 Select Level 2 Operator and enter a new password for this operator then click Save 6 To Add another second Level 2 Operator repeat Step 1 and then click on Add 7 The Add button becomes grayed out and the cursor moves into the User Login field Operator Management ES User Login Operator Level Password Confirm Password 8 Enter a Login Name and Password for the new Level 2 Operator and save If you try to
47. ry individually For example for Access the following will be logged if you select ENABLED e Add access code e Enable access code e Disable access code e Delete access code Standard Tree Structure The Data tree structure in E Plex Standard opens one level each time you click on the sign beside a name or click on a folder to open it The top level structure appears with the main folder E Plex Standard at the highest level as follows The contents of the main folder are visible at the right 47 1 Click on the plus sign to enlarge the tree to show the next level down tin the hierarchy The two folders contained in E Plex Standard appear both below and at the right B E Plex Standard File Sites Doors View Program Audit System Setup Help Lock Type Lock ID Function Last Modified Changed 8 20 07 9 48 AM Junknown Lock Audit 9 13 06 8 26 unknown Lock Audit Click on the plus sign to enlarge the tree to show the next level down in the hierarchy The four different Sites Admin Bldg Plant 1 R amp D Building and Plant 3 appear under Sites but not on the right Standard File Sites Doors View Program Audit System Setup Help 115 5000 File Name Lock Type Lock ID Lock Function Last Modified Changed Sites Sites 8 20 07 9 48 AM Rg C Admin Bldg CgUnknown Lock Audit 9 13 06 8 26 PM Cg Plant 1 Plant 3 COR amp D Buildin
48. s How create Sites 1 Log in to E Plex Standard and the main window appears as shown below SEMexSQard 09 File Sites Doors View Program Audit System Setup Help File Name Lock Type Lock ID Lock Function Last Modified Changed 1 Unknown Lock Audit 2 The Door icon is grayed out because you have not created any Sites or doors yet 3 Click on the Sites icon or select New on the Sites menu The following screen appears New Site ES Please enter the name of Ehe Site you want to create Cancel 4 Enter a Site name R amp D Building as in the example below 5 Click OK 6 Site name now appears the main Tree of sites and doors Each Generated Site by default will include Kaba pre defined Lock Configuration and Lock Audit File Excel templates The Door icon is now illuminated too Now that you have a site you can continue to Create Doors E Plex Standard Bx File Sites Doors View Program Audit System Setup Help eA 1 E Plex 5000 File Name Lock Type Lock ID Lock Function Sites amp D Building amp D Building C Unknown Lock Au Last Modified Changed 8 07 07 9 45 AM A Site should not normally be deleted until all sub directors and files in the Site are deleted You should delete all lock configuration and lock audit files in this site first and then follow this procedure to delete the Site However since there
49. ss configuration data to the M Unit from the Host PC Programming the doors locks using the M Unit via IrDA iii Auditing the doors locks using the M Unit via IrDA iv Uploading doors configuration info and audits to the Host PC from the M Unit v Performing lock maintenance diagnostics via IrDA The following few sample screens showing the PC M Unit sub menus from where you will launch the i through v PC M Unit tasks mentioned above i Talk to HostPC Talk to Lock ie Download Coors via Upload Audits via IF Manual Sync il Talk Hast PC Talk tn Lock View Setu Audit Door 4 Maintenance iii iv Talk to Talk toLock Program Door Download Doors via IP Upload Audits Manual Sync Maintenance b Talk to Lock View Setup Help Program Door Audit Door M Unit User The E Plex 2000 3000 and 5000 locks use a special 4 digit only Maintenance Code called the M Unit User Code This code is used only to program and or audit the lock using the PC M Unit as a maintenance function only the code will not open the door By default the 4 digit M Unit User Code is de activated in the lock The code cannot be activated and assigned from the software it has be assigned a 4 digit code and then activated by the Master or any one of the Managers at the lock s pushbuttons For example if 8
50. t the door name by highlighting it 2 Select Copy from the door menu E Plex Standard Sites Doors View Program Audit System Setup Help aE Copy R File Name Lock Type Lock ID Lock Function Last Modified 9 95 Main Entrance xb 5000 1001 Entry Lock with Pa 8 07 07 5 23 PM 38 Payroll Dept xls 5000 1002 Privacy Lock Mort 8 08 07 2 44 PM C Lock Configur s CR 0 Building E Unknown Lock Audit 3 The following screen appears E Plex Standard X 1 Door Main Entrance is copied Now open the site where you want to make a copy and select Paste 4 Select Site to paste this door in Plant 1 Site in the example at the top of the next page E Plex Standard File Sites Doors View Program Audit System Setup 1 n F File Name Lock Type Lock ID Lock Function Last Modified Changed 50 Sites Lock Audit 8 08 07 2 37 Admin Bldg Lock Configuration 8 08 07 2 37 C Lack Audit Unknown Lock Audit 22 5 Click Paste on the Door menu t3 E Plex Standard File Sites Doors iewe Pro Mew Paste Clone Le 6 The following appears Paste Door Enter Lock Configuration name where existing lock will be copied to Copy Main Entrance 7 Enter the new name for the copied door Employee Entranc
51. ten by the most recent A hard reset does not clear the audit trail Example of Audit Sequence Here is an example of an Audit Sequence the most recent activities are shown first Numbers in bold do not appear on audit but are used here to show the sequence of reported actions Because the length of the access code be changed from 4 to 8 all codes are shown as 8 digit numbers the first digits are shown as leading zeros if the code is less than 8 digits Audit from an E 5000 Entry Lock E Plex 5000 KATA LOCK AUDIT DATE OF REPORT 08 20 2007 12254234 LOCK FUNCTION Entry Lock with Passage Cylindrical or Maortise without deadbolt LOCK Main Entrance LOCK ID 1001 ed Won Aug 20 FILE NAHE Lock Battery Good LOCK RECORDS INFORMATION USER TRANSACTION USER USER 7 2012001 1 53 54 Master Code Master Code Master Code 8780 2007 1 54 08 PM Master Code EE Master Code Master Code 202007 12 09 18 00002345 Christin Craig Access User Enabled Access User Enabled 8 00 2007 8 00 2007 8 00 9007 Lock opened on valid access Access User Enabled 00003344 Jim Jarniezan 00009976 Alexander Vicky Brown 006 00001122 Sue Schneider Manager Enabled 004 005 Ln 001 Manager Enabled 08 Access User Enabled 0420 2007 12 08 46 PM Mandatory events are always logged but optional even
52. tes in the application are Lock Configuration and Audit You will see the same form for the Entry and the Storeroom locks and a slightly different form for the Residence and Privacy locks each time you create one of these four types of new doors For detailed explanations of how these work and how much they can do see Lock Configuration Templates on pages shown in the Appendix section 5000 KAI TZA Version 3 0 LOCK CONFIGURATION LOCK ID LOCK FUNCTION IN RANGE try Lock with Passage Cylindrical or Hortise without deadbolt FROM 0000 TO 9999 DOOR INFORMATION tock conriourarion wwe om ww O O 5 2508 BUZZER VOLUME 4 03 AWPERCOUN 94 TAMPER SHUTDOWNTIME O O 3 SECONDS PASSAGE MODE DISABLED ENABLED DISABLED PASSAGE MODE OPEN TIME UMT 9 8 ACCESSCODEIENGIH 84 bos 08 REMOTE UNLOCK ise AUDIT FILTER INFORMATION MANAGER M UNIT USER ENABLED ENABLED DISABLED 6 The lock name you gave the door appears automatically at top right Main Entrance in the example above and the Lock Function just below that 7 Assign an ID to the lock by typing it into the ID cell at top left The ID must have 4 digits ranging form 0000 to 9999 The more doors you have or will have in the future the lower you should start To allow the maxim
53. the PC M Unit software is installed your common folder must be located on the USB flash drive The USB flash drive will be used to transfer the locks configuration and the locks audit data between the two PCs Click on the Create PC M Unit File button to create the common file you plan to use Saveas UM Save In E EStd PEMLISunc 4 EPLE S000_DOWALOAD Ext n E History Deskto n En te DONT 2 A bly M alio p 37 For further details on how to setup and use the PC M Unit software either on your integrated PC laptop or on your separate PC running E Plex Standard applications and a laptop Netbook running PC M Unit applications in conjunction with Kaba s PC M Unit IrDA Communications kit please refer to the PC M Unit Software User Guide that comes with this kit as an electronic document E Plex PC M Unit User Guide Transfer Lock Audits from the PC M Unit to the PC This procedure is the same for E2000 E3000 and E5000 Series Locks 1 Once you have retrieved the audit information from the lock using the PC M Unit go back to the Standard Software on the PC Go to the Audit button on the icon bar or Audit followed by Receive Audit from Lock on the tab menu and click E Plex Standard File Sites Doors View Program Audit System Setup Help Receive Audit from Lack 38 This will
54. the locks combined with the host PC running the main E Plex Standard software to program or audit the locks The USB gt IrDA adaptor is supplied with Kaba s PC M Unit IrDA Communication s accessory kit which is also included with the Standard Software Implementation Kit M Unit User For every lock there is one and only one M Unit and also one Master User This M Unit User can only program audit or download locks with the PC M Unit but the M Unit user code will not open the lock This feature is especially useful for large sites with multiple doors scattered over a wide area as it eliminates the Master or Manger s from physically traveling to all of the locks for programming or auditing functions Instead the M Unit User can do all of this but will not have access to the locks doors Master User Every lock by default will have one Master User Code which can be modified but not deleted This is always an 8 digit code and it allows the Master User complete control of programming and or auditing locks The default factory Master code is 12345678 which MUST be changed to do any programming of the lock Manager User A Manager User has more authority than an access user and is authorized to perform most of the functions of the Master Users at the lock pushbuttons except a few which are outlined in the E Plex 2000 3000 5000 Operations manual E2000 series locks can be programmed to have from 1 to 99 unique Manager user codes 000 50
55. ts will be logged only if they are enabled through audit filters in the software By default all audit filters are enabled To disable an audit filter go to the lock configuration file for the respective lock in the E Plex Standard software and change the setting from enable to disable D 0 The Lock Audit feature will track the following types of lock transactions Mandatory Audit Events Events PIN Code Shown Master s combination modified Modified Master User s PIN Manual Programming Mode PIN code that was used to state the Manual Programming Mode M Unit Communication started PIN code that was used to start the Communication Mode Lock opened with valid access code PIN code that was used to open the door Sei date valid Code 8 Master and PC M Unit PIN codes are not shown in audits for security reasons 1 In an audit sequence this transaction will always precede Set Date and Set Time audit event This enables the person reading the audit to know if there was a time lapse e g When it took more than 2 minutes to replace batteries between the original date time and the new date time that was set 2 This transaction is during Tamper Shutdown time following the configured maximum number of invalid codes entered Each time an invalid code is keyed in during this period the Shutdown Time is restarted so that an invalid user can never gain access to the lock entering a series of
56. um number of doors start with 0001 19 8 Change any or all of the shown default settings to make the file parameters describe your own door 9 You can also select enabled disabled of the audit filter info by using the pull down menu for the Value column of the table That is if you do not want to see or track any or all of the Manager s specific events as an example you can select DISABLED against the MANAGER row under the AUDIT FILTER INFORMATION section LOCK FUNCTION Entry Lock with Passage Cylindrical or Hortise without deadbolt DOOR INFORMATION RMSE moame gt gt oH i H3 TAMPER SHUTOOWNTME HoN _ O PHSASEWODOFETMEUMT ACCESS CODELENGIH _ 4 JHoi REMOTE UNLOCK _ m Also add all your lock users in the same file up to 300 users 100 users with E2000 with individual unique access codes access types and names If you want to delete a user s record i e the code name and access type simply select and highlight these three cells for this user
57. w you have an opportunity to synchronize this updated lock data with its corresponding Excel template data at the PC so that you always have the fully updated and matching lock configuration data both in the PC and in the lock memory If there is no matching lock ID on the PC side for this downloaded lock this downloaded lock profile file will be stored in a folder called Downloaded Doors as a lock configuration Excel template file You are free to move this file to any existing Site Lock Configuration folder and use it to program any lock after giving it a Lock name Lock ID etc Follow the same procedure as before for downloading lock audits as described on pages 39 and 40 but select Download Door this time follow the PC M Unit screen prompts as before and download the door profile 42 Transfer Downloaded Lock Profiles from the PC M Unit to the PC Follow the same procedure as before for transferring downloaded lock audits from the PC M Unit to the PC as described in the PC M Unit User Manual This time ensure that the Read Download Doors box is checked and then click on OK As described above if there is a matching lock ID in an existing Site Lock Configuration folder this downloaded file will be automatically synchronized with its corresponding template on the PC if you click on the election to overwrite it If there was no matching file found on the PC this downloaded door profile will be stored under the folder Downloaded Doors Downlo
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