BEST ACCESS SYSTEMS | HBV | Installation Instructions for Electronic Stand

Installation Instructions for
Electronic Stand-Alone Mortise Locks
Contents
These installation instructions describe how to install
your 45HG, 45HBV, 45HN and 45HZ Electronic
Stand-Alone Mortise Lock. Topics covered include:
Preparing the door ........................................................................ 1
Configuring and installing the mortise case........................... 3
Installing the trim ........................................................................... 4
Completing the installation......................................................... 9
For instructions to install 45HW & 47HW electrified
functions, see the Installation Instructions for 45HW &
47HW Electrified Mortise Locks (T81612).
1
A
B
B
C
F
For hole sizes, see the
G11 Template (T81622).
Identify holes to drill
G
1 Determine the lock function to be installed.
2 Determine the inside and outside, hand, and bevel of
the door.
3 See the Holes by Function table and Figure 1 to
determine the holes to be drilled for the lock
function.
H
G
A
Figure 1
D
Identifying holes to drill
Functions
Holes by Function
Holes to drill
A M & N forged trim
(2 holes)a
B Harness†
DV
LV
NV
TV
I/S O/S I/S O/S I/S O/S I/S O/S
Through Through Through Through
door
door
door
door
Through Through
Through
door
door
door
■
C Standard cylinder
D Sensor & motor
wire
■
H Lever††
■
■
■
F Thumb turn
G Trim mounting
(2 holes)b
■
Through
door
Through
door
■
■
Through
door
Through
door
Through
door
Through
door
Through
door
Through
door
a. Determine trim holes based on trim type.
b. Because these holes pass through the mortise pocket, it is recommended that each hole be drilled separately rather than
straight through.
BEST ACCESS SYSTEMS
a Product Group of Stanley Security Solutions, Inc.
1
Installation Instructions for Electronic Stand-Alone Mortise Locks
Preparing the door
2
Door edge
template
Installation
template
Centerline
Centerline
Figure 2
Aligning the templates
Align templates
Note: If the door is a fabricated hollow metal door,
determine whether it is properly reinforced to support
the lock. If door reinforcement is not adequate, consult
the door manufacturer for information on proper
reinforcement. For dimensions for preparing metal
doors, see the G12 Template—Installation
Specifications for 45HG/HBV, 45HN & 45HZ Mortise
Locks (T81623).
1 Separate the four templates provided on the G11
Template—Installation Template for 45HG/HBV, 45HN
& 45HZ Mortise Locks (T81622).
2 Position one of the door edge templates on the door,
making sure that the lock case mortise shown on the
template aligns with the mortise pocket prepared in
the door.
3 Using the centerlines on the door edge template as a
guide, position the appropriate door template on
each side of the door. You need to take the bevel into
account. Tape the templates to the door.
3
Center punch and drill holes
1 Center punch the necessary drill points. See the
instructions on the template.
2 Drill the holes.
Note 1: To locate the center of a hole on the opposite
side of the door, drill a pilot hole completely through the
door.
Note 2: For holes through the door, it is best to drill halfway from each side of the door to prevent the door from
splintering.
2
BEST ACCESS SYSTEMS
a Product Group of Stanley Security Solutions, Inc.
Installation Instructions for Electronic Stand-Alone Mortise Locks
Configuring & installing the mortise case
4
Rotate latchbolt (if necessary)
Note: If a function specific mortise case was ordered,
some steps for configuring the case have already been
performed at the factory.
1 Determine whether you need to rotate the latchbolt
to match the handing of the door.
Note: The angled surface of the latchbolt must contact
the strike when the door closes.
2 If you need to rotate the latchbolt, insert a flat blade
screwdriver into the latch access point
approximately 1/2″ into the case and press to extend
the latch out of the case. See Figure 4.
3 Rotate the latchbolt 180 degrees and allow it to
retract into the case.
5
Latch access point
Figure 4
Rotating the latchbolt
Position hub toggles (if necessary)
1 Check whether the hub toggles are in the proper
position for the lock. See the table below and
Figure 5.
Hub toggle positions
Function
Hub toggle positions
DV, LV, NV, TV
Inside down (always
unlocked) &
outside up (lockable)
Note: For LH & LHRB doors, the inside is the back side of
the case and the outside is the cover side of the case.
For RH & RHRB doors, the inside is the cover side of the
case and the outside is the back side of the case. The
cover is mounted to the case with four screws.
2 To change the position of a hub toggle, remove the
toggle screw, move the toggle into the desired
position, and re-tighten the screw.
Hub toggle
Figure 5
Hub toggle
Positioning hub toggles
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3
Installation Instructions for Electronic Stand-Alone Mortise Locks
Installing the trim
6
Mortise cavity
Install mortise case
1 Drill the holes for the case mounting screws.
2 Insert the mortise case into the mortise cavity, while
feeding the sensor and motor wires into the mortise
cavity and out the sensor & motor wire hole to the
inside of the door.
Note: The armored front of the mortise case self-adjusts
to the door bevel.
3 Secure the mortise case with the case mounting
screws.
Mortise case
Case
mounting
screws
Sensor & motor
Remote unlock
wire hole and wires wires from switch
(Keypad EZ only)
Figure 6
Installing the mortise case (inside of door)
7
Install trim mounting plates
1 Insert the outside trim mounting plate through the
door and mortise case.
2 Position the inside trim mounting plate opposite the
outside trim mounting plate and screw them
securely in place.
Caution: Do not overtighten the trim mounting
plate screws. Overtightening may damage the
locking mechanism.
Outside
mounting
plate
Inside
mounting
plate
Figure 7
4
Installing the trim mounting plates
BEST ACCESS SYSTEMS
a Product Group of Stanley Security Solutions, Inc.
Installation Instructions for Electronic Stand-Alone Mortise Locks
Installing the trim
8
Optional: B.A.S.I.S. & NT500 Locks
only: Install concealed cylinder &
core (DV and TV functions only)
1 Use a cylinder wrench to thread the cylinder into the
mortise case so that the groove around the cylinder
is even with the door surface as shown in Figure 8.
Caution: A malfunction can occur if the cylinder is
threaded in too far.
2 Secure the cylinder in the mortise case with the
cylinder retainer screw.
3 Insert the control key into the core and rotate the key
15 degrees to the right.
4 With the control key in the core, insert the core into
the cylinder.
5 Rotate the control key 15 degrees to the left and
withdraw the key.
Caution: The control key can be used to remove
cores and to access doors. Provide adequate
security for the control key.
Cylinder
retainer
screw
Figure 8
9
Optional: B.A.S.I.S. & NT500 Locks
only: Remove backup battery tab
Caution 1: For the lock to operate properly, you
must remove the backup battery tab.
Caution 2: Do not connect the battery pack before
you have removed the backup battery tab. Doing
so may cause the lock to malfunction.
1 Locate the backup battery tab on the inside of the
outside escutcheon.
2 Pull down on the tab and remove it from the outside
escutcheon to turn on the backup battery.
10
Installing the concealed cylinder
Bushing
Trim hole insert
Install trim hole insert and bushing
on outside of door
1 On the outside of the door, insert the trim hole insert
into the upper trim hole, as shown in Figure 10.
2 Insert the bushing into the harness hole.
Figure 10 Installing the trim hole insert and bushing
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5
Installation Instructions for Electronic Stand-Alone Mortise Locks
Installing the trim
11
Harness
hole
Sensor
connectors
Battery
connector
Motor
connector
Outside
escutcheon
Outside of door
Figure 11 Feeding the wire harness connectors through the
harness hole (B.A.S.I.S. & NT500 Lock shown)
1 From the outside of the door, feed the motor
connector, battery connector, and sensor connectors
through the harness hole.
Note: NV function locks do not have a sensor harness.
Caution: When routing the connectors, make sure
the harnesses are not routed across any sharp
edges or over any surface that could damage
their sleeving or wire insulation.
2 For DV and TV functions locks only, perform these
steps:
a Firmly press the outside escutcheon in position
on the door. The core should be flush with the
outer surface of the escutcheon.
a If necessary, adjust the cylinder depth plus or
minus one turn so that the core is flush with the
outer surface of the escutcheon.
a Secure the cylinder in the mortise case with the
cylinder clamp screw.
3 Rest the outside escutcheon on the door by inserting
the trim studs into the trim holes.
12
Mounting
screws
Route wire harnesses and position
outside escutcheon
Install fire plate
1 From the inside of the door, feed the wiring through
the fire plate harness hole.
2 Position the fire plate on the door so that the inside
mounting plate fits through the square opening in
the fire plate.
3 Insert the two counter sunk mounting screws into
the holes at the top and bottom of the fire plate.
4 Tighten the mounting screws until the fire plate is
securely mounted to the door.
Inside of door
Figure 12 Installing the fire plate and bushing
6
BEST ACCESS SYSTEMS
a Product Group of Stanley Security Solutions, Inc.
Installation Instructions for Electronic Stand-Alone Mortise Locks
Installing the trim
13
Make motor and sensor
connections
1 From the inside of the door, make the motor
connection, the key override sensor connection (DV
and TV functions), and the deadbolt sensor
connection (TV and LV functions).
Note: It is physically possible to connect the key override
sensor connector from the mortise case to the battery
connector from the wire harness. To avoid this mistake,
connect only the connectors with matching wire colors.
Caution: When making the motor connection and
sensor connections, make sure:
◆ there are no loose wire connections where the
wires are inserted into the connectors
◆ the connectors are firmly mated
Routebattery
wires and
connection to
the top.
Route wire
harnesses on
the left side of
the fire plate.
Route motor,
RQE, door
status, keyoverride sensing,
deadbolt and
latchbolt wires
to the bottom as
shown.
Dress wires so
that wire
connectors are
mated here. Use
electric tape as
needed.
No. of No. of
wires pins
Wire
connection
Colors
Motor
Yellow
Gray
2
2
Key override
sensor†
Gray
2
3
Deadbolt sensor
Blue (B.A.S.I.S. &
NT500)
Orange (Keypad
EZ)
2
3
Remote unlock
Brown
2
–
Route motor and
RQE wires from
the outside
escutcheon
through this
hole.
Figure 13 inside view of fire plate showing wire routing
2 Optional for Keypad EZ Locks only: Make the
remote unlock connections with wire nuts or crimp
connectors. See the Installation Instructions for
Keypad EZ Remote Unlock (T80922) for more
information.
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7
Installation Instructions for Electronic Stand-Alone Mortise Locks
Installing the trim
14
Battery wires
Side tabs
Battery holding
tabs
Thumb turn
(optional)
Cover
screws
Install bottom cover
(inside escutcheon)
1 Position the battery wires above the side tabs and
against the side of the fire plate, as shown in
Figure 14.
2 Optional for Thumb Turn option only: Make sure
that the Thumb Turn is in the upright position, as
shown in Figure 14.
3 Use two cover screws to secure the cover to the side
of the fire plate.
Note: Phillips Type 2 and T20 Torx options are available
for the cover mounting screws.
Caution: Dress all wires away from possible pinch
points before the bottom cover is put in place.
Bottom
cover
Inside of door
Figure 14 Installing the bottom cover
15
Cam in 12 o’clock
position
1
4
7
*
View of the back
of the cylinder
2
5
8
0
3
Optional: Keypad EZ Locks only:
Install cylinder (DV and TV
functions only)
6
1 Rotate the cylinder cam to the 12 o’clock position as
shown in Figure 15.
2 Use a cylinder wrench to thread the cylinder into the
mortise case. See Figure 15.
3 Secure the cylinder in the mortise case with the
cylinder retainer screw.
4 Install the core.
9
#
Cylinder
Cylinder retainer screw
(inside mortise case)
Outside of door
Figure 15 Installing the Keypad EZ Lock cylinder
8
BEST ACCESS SYSTEMS
a Product Group of Stanley Security Solutions, Inc.
Installation Instructions for Electronic Stand-Alone Mortise Locks
Completing the installation
16
Battery wires
Install battery holder
1 Position the battery wires against the fire plate
side wall, as shown in Figure 16.
2 Slide the battery holder behind the fire plate
side tabs until it rests on the bent battery holding
tabs.
Caution: When routing the battery wires, make
sure the wires are not routed across any sharp
edges or over any surface that could damage
their sleeving or wire insulation.
3 Connect the battery pack to the battery connector
on the wire harness.
Caution: When connecting the battery pack,
make sure:
there are no loose wire connections where the
wires are inserted into the connectors.
the connectors are firmly mated.
Battery holder
Battery
wires
Inside of door
Figure 16 Installing the battery holder
17
Install inside and outside levers
1 Unscrew the inside spindle one full turn to allow the
spindles to turn freely.
2 With the handle pointing toward the door hinges,
insert the outside lever and spindles assembly into
the lock from the outside of the door.
3 Slide the inside lever onto the inside spindle and
secure it with the set screw.
4 Making sure that the core is positioned properly in
the outside escutcheon (DV and TV function Locks
only) and the escutcheons are aligned properly on
the door, tighten the escutcheon mounting screws.
Note for B.A.S.I.S. & NT500 Locks only: If a core is not
available, you can use the cylinder wrench to help you
align the core opening in the escutcheon.
5 Turn the levers to check that they operate smoothly.
Location
of set
screw
Outside of door
Spindles
Inside of door
Figure 17 Installing the levers
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9
Installation Instructions for Electronic Stand-Alone Mortise Locks
Completing the installation
18
Cover screws
Top cover
Install top cover
(inside escutcheon)
1 Position the top cover above the fire plate and slide it
down over the guide notches on the fire plate.
Caution: Make sure that the top cover does not
pinch any wires as you slide it over the fire plate.
2 Use two cover screws to secure the cover to the side
of the fire plate, as shown in Figure 18.
Note: Phillips Type 2 and T20 Torx options are available
for the cover mounting screws.
Inside of door
Figure 18 Installing the top cover
10
BEST ACCESS SYSTEMS
a Product Group of Stanley Security Solutions, Inc.
Installation Instructions for Electronic Stand-Alone Mortise Locks
Completing the installation
19
Install mortise case faceplate
1 Secure the mortise case faceplate to the mortise case
with the faceplate mounting screws.
2 Check the lock for proper operation.
Mortise
case
faceplate
Outside of door
Faceplate
mounting
screws
Figure 19 Installing the mortise case faceplate
20
Install strike box and strike plate
Strike box with
filled area
1 If the door jamb has not been mortised for the strike box
and strike plate, perform these steps:
a On the door jamb, locate the horizontal centerline
of the strike (3/8″ above the centerline of the
lock), as well as the vertical centerline of the strike.
a Mortise the door jamb to fit the strike box and
strike plate.
a Drill the holes for the screws used to install the
strike box and strike plate.
2 If the strike box has a filled area, orient the strike box
so that the filled area is down.
3 Insert the strike box into the mortise in the door
jamb. Place the strike plate over the strike box and
secure the strike with the screws provided.
4 Check the position of the auxiliary bolt against the
strike plate (or the filled area of the strike box).
Note: The recommended gap between the door and
jamb is 1/8″
Filled
area
Strike
plate
Strike
box
Figure 20 Installing the strike box and strike plate
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11
Installation Instructions for Electronic Stand-Alone Mortise Locks
Testing the lock
21
If the mechanism doesn’t unlock, refer to the
following table. For additional troubleshooting
instructions, see the Electronic Stand-Alone Locks Service
Manual.
Test lock
For Keypad EZ Locks only:
To test the lock for proper operation before the lock is
programmed, follow these instructions:
1 Press 9998.
2 Press #.
The green light flashes and the locking mechanism
unlocks.
3 Turn the lever and open the door.
For B.A.S.I.S. and NT500 locks only
A temporary card is provided for initial testing the lock
before programming. To fully test the B.A.S.I.S. mortise
lock, it is recommended that the lock be programmed
using the B.A.S.I.S. Management System to run as a
mortise lock (this is not required to test NT500 mortise
locks). However, if you choose to test the lock with the
temporary card, the lock may not lock or unlock fully.
You will, however, be able to confirm that the electronics
function correctly.
The temporary card provided for testing the unit will be
deleted after programming. To test a mortise lock after
programming, program a card into the lock using the
B.A.S.I.S. Management System.
1 Program the lock (not required to test NT500 mortise
locks) and use the card that you have programmed in
the lock to test the unit.
The green light flashes and the unit unlocks and relocks
after three seconds.
2 Turn the lever and open the door.
3 Check the handle to make sure that the lock unlocks
and then relocks.
LEDs
Sounder
You should
Single
red
flash
—
Use the card at a moderate
speed.
Red
flashes
3 short
tones
Use the temporary operator
card provided with the lock.
Green
flashes
—
Check the motor connection.
—
—
Check the battery connection.
For all DV and TV function locks
Insert and turn the key to unlatch the door.
For all TV and LV function locks
4 From the inside of the door, turn the turn knob and
make sure that the deadbolt operates properly.
© 2006–2009 Stanley Security Solutions, Inc. and Stanley Logistics, Inc.
T81627/Rev B 1929289 ER-7991-12 Oct 2009
12
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a Product Group of Stanley Security Solutions, Inc.
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