SecurityMan | DVR-04 | Installation guide | SecurityMan DVR-04 Installation guide

SecurityMan DVR-04 Installation guide
NT500 Offline
Getting Started Guide
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Copyright © 2007 Stanley Security Solutions, Inc.
and Stanley Logistics, Inc.
All rights reserved.
Printed in the United States of America.
Information in this document is subject to change without notice and does
not represent a commitment on the part of Stanley Security Solutions, Inc.
The software described in this document are furnished under a license
agreement or nondisclosure agreement.
This publication is intended to be an accurate description and set of
instructions pertaining to its subject matter. However, as with any publication of this complexity, errors or omissions are possible. No part of this
manual and/or databases may be reproduced or transmitted in any form or
by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose, without
the express written permission of Stanley Security Solutions, Inc.
This document is distributed as is, without warranty of any kind, either
express or implied, respecting the contents of this book, including but not
limited to implied warranties for the publication’s quality, performance,
merchantability, or fitness for any particular purpose. Neither Stanley
Security Solutions, Inc, nor its dealers or distributors shall be liable to the
user or any other person or entity with respect to any liability, loss, or
damage caused or alleged to be caused directly or indirectly by this publication.
The Best Access Systems logo is a registered trademark of Stanley Security Solutions, Inc.
Microsoft, Windows, CE, and ActiveSync are registered trademarks of
Microsoft Corporation.
T81633/Rev – ER-7991-40 May 2007
Contents
1 Introduction
Related documents 1–2
Getting technical support 1–2
How to use this guide 1–2
2 Architectural Overview
NT500 sample applications 2–3
Software features 2–7
Components and connections 2–8
3 First-Time NT500
Offline System Installation & Setup
System requirements 3–2
Navigating the software 3–2
Installing the system 3–4
Defining the system 3–7
Setting up organization options 3–7
i
Creating time and mode profiles 3–17
Setting up hardware 3–26
Creating cardholders and operators 3–33
Configuring a lock using a laptop 3–40
Configuring an office admin kit
as an enrollment station 3–43
Viewing events, diagnostic information,
and reports 3–45
Database backup and restoration 3–49
Glossary of Terms
Terms A–2
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1
Introduction
Thank you for choosing the Stanley NT500
Security Management System. The Stanley
NT500 System allows a wide variety of institutions (educational, retail, health care, property
management, and so forth) to secure access control of interior and perimeter doors. The Stanley
NT500 System sets new standards for performance flexibility and ease of use.
The Stanley NT500 System software works with
approved Windows® operating systems. See
your Stanley Security Solutions representative
for details.
In this guide you will find an overview of some
typical applications of the NT500 System. You
also will find step-by-step guidance for using the
basic offline features of the NT500 System software.
1–1
Chapter 1: Introduction
Notes
Related documents
The following documents are available to help you install,
maintain, and operate components of the NT500 System. See
your Stanley Security Solutions Representative for more
information.
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(T81149_14100) AC302 Access Controller Quick Start Guide
(T81150_14101) AC500 Access and Alarm Server Quick
Start Guide
(T81151_14102) AC512 Access Controller Quick Start Guide
(T81152_14103) AC520 Input Controller AC530 Output Controller Quick Start Guide
(T81153_14104) Designer and Vandal-Resistant Readers
Installation Guide
(T81635) Installation Instructions for 93KN Cylindrical
Locks
(T81636) Installation Instructions for 45HN Mortise Locks
(T81637) Installation Instructions for EXN Exit Trim Locks
(T81634) NT500 Transport Guide
(T81154_14105) PC Interface Kit Installation Guide
(T81155_14106) Power Supply DIN Rail Mounting Installation Guide
(T81157_14108) Replacement Power Supply for Boxed Controllers Installation Guide
(T81158_14109) Replacement PCB for Boxed Controllers
Installation Guide
Getting technical support
Stanley Security Solutions Representatives provide technical
support for the Stanley NT500 System. You may locate the
representative nearest you by visiting us on the web at
www.stanleysecuritysolutions.com.
How to use this guide
This manual is intended for use as a reference guide when
using the Stanley NT500 System software in offline mode.
Chapter 2, Architectural Overview – This chapter provides an
overview of the Stanley NT500 online and offline worlds.
Chapter 3, First-time System Configuration & Installation –
This chapter provides complete step-by-step instructions for
the proper setup of a new offline system.
Appendix A, Glossary – This appendix provides a list of terms
that are used in the Stanley NT500 System software.
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Architectural Overview
The Stanley NT500 Security Management System can be thought of as having two general
architectural models for addressing the security
needs of most customer applications. These two
models can be generally categorized as “online”
and “offline” .
In offline mode, the Stanley NT500 System can
manage readers, locks, and controllers.
The Stanley NT500 Security Management Suite
comes in four models. The NT510 and NT520 systems are designed for basic access control of
offline door management. The NT540 and NT550
systems are enhanced versions with additional
online reader capability.
2–1
Chapter 2: Architectural Overview
Notes
The table below outlines features of the NT500 Security Management Suite.
NT510
NT520
NT540
NT550
Cardholders
5000
5000
10,000
75,000
Offline doors
Unlimited
Unlimited
Unlimited
Unlimited
Online doors
16
200
1000
Networked control via IP
Yes
Yes
Yes
Access and alarm server
Yes
Yes
Input/output control
hardware
Yes
Yes
Optional
Standard
Elevator control
Optional
Standard
CCTV/DVR control
Optional
Standard
Mustering
Optional
Standard
5
10
Software
Badge design
Number of Clients
Optional
1
Optional
5
In an online application, most access control decisions are
performed by a component called a controller. The controller
is a circuit board with on-board memory, and this on-board
memory must be configured by users who understand access
control functions and features.
The online configuration is accomplished through
an operator entering data on or through a computer called a
server. This server is a computer where the access control
system database resides. An operator can enter configurations in the server database through the NT500 System software interface and these updates are sent over the computer
network to the appropriate controllers.
When used offline, the same readers, locks, and controllers
can be used with the NT500 System. Updates to the access
parameters for a cardholder or door are made using a PDA or
laptop connected directly to the affected lock. Offline use is
most often the solution chosen for a site that does not need
real time updates. Offline use also has lower up front costs.
The main focus of this guide is the offline use of the NT500
System software. Therefore, NT510 and NT520 system users
are the primary audience for this guide.
2–2
Chapter 2: Architectural Overview
NT500 sample applications
Notes
With the use of the NT500 System software, three basic
access schemes can be developed. These include:
1) An offline system in which only the battery operated electronic lock's built in memory and/or door controllers
(AC512B), along with NT500 System software are used.
Access is defined in the NT500 System software, while events
are recorded in the electronic lock’s built in memory and/or
door controllers. Such a system enables the administrator to
take lock programming to the physical doors and to retrieve
events from the locks.
2) An online system in which the door controllers (AC512IPB
or AC512B) are used along with the NT500 System software.
This enables the administrator to program the physical doors
and to retrieve events from the locks while from a desktop
computer. (The use of a two door controller (AC512IPB or
AC512B) allows the control of magnetic locks, electric strikes,
electric locks and other electric devices.)
3) A hybrid system with both online and offline functionality.
Figure 2.1
Applications of NT500
2–3
Chapter 2: Architectural Overview
Notes
Scenario 1 — Hollow metal entrance door only
Your facility has two metal entrance/exit doors. You wish to
allow employees and the public full access during business
hours (from Monday through Friday 8:00 am to 6:00 pm).
Both doors will be programmed with an unlock/relock schedule to make sure the doors are automatically unlocked during
these hours. This unlock/relock schedule will be set to work
with a "First Card" mode, meaning the doors will not unlock
(via the schedule) until a token is presented from a valid cardholder. Outside of those specified hours and on weekends,
only employees should have access to the entrance/exit
doors. The definition of who needs access to the main
entrance/exit doors only needs to be updated when new
employees arrive or employees part with the company. Your
site could have magnetic stripe locks, dual-validation or proximity type locks.
You will need NT500 locks and the NT500 System software to
set up this type of access system. To set up this access system
the use of hardwired door controllers (AC512IPB or AC512B)
is not required. Definition of access for the entrance/exit
doors during business hours and on weekends can be
achieved through use of time mode profiles, door mode profiles, and access groups. Once you establish the appropriate
profile relationships in the software, this information can be
downloaded to the lock hardware at each door via a PDA
using the NT500 Transport software or via a laptop computer.
New employees can be issued cards for access as necessary
and this information can also be updated via PDA using the
NT500 Transport software or laptop.
Scenario 2 — Glass/aluminum entrance doors with
overhead door and computer door
Your facility has two glass/aluminum entrance/exit doors that
you wish to allow full access to the public and employees
from Monday through Friday 8:00 am to 6:00 pm. Both doors
will be programmed with an unlock/relock schedule to make
sure the doors are automatically unlocked during these
hours. This unlock/relock schedule will be set to work with a
"First Card" in mode, meaning the schedule will not go into
place until a token is presented from a valid cardholder. Outside of those specified hours and on weekends, only employees should have access to the entrance/exit doors. The
2–4
Chapter 2: Architectural Overview
definition of who needs access to the main entrance/exit
doors only need to be updated when new employees arrive or
employees part with the company.
There is also an overhead dock/delivery door that you wish to
have accessible only to specific employees with valid card
access. This access will allow them to raise and/or lower the
dock door.
The final area you wish to provide access security for is an IT
room housing valuable computer equipment. This area
should only be accessible to specific employees but those
employees may have access 24 hours a day and 7 days a
week.
You will need the NT500 System software and two door controllers (AC512IPB or AC512B) to set up this type of access
system. Definition of access for the entrance/exit doors during business hours and on weekends can be achieved
through use of time mode profiles, door mode profiles, and
access groups set up in the software. This information can be
downloaded to the controllers via an existing TCP/IP network
or via a direct serial connection to a local computer. New
employees can be issued cards for access as necessary and
this information can also be updated via the TCP/IP or serial
connection. You can view history events at anytime on the
local computer.
Scenario 3 — Glass/aluminum entrance door with two
interior doors
Your facility has one glass/aluminum entrance/exit door and
two interior office doors. Full access to the public and
employees is desired for the entrance/exit door from Monday
through Friday 8:00 am to 6:00 pm, but only access by
employees is desired for the interior office doors. The individuals who have access to the entrance/exit door change often
and you want to log cardholder information about activity at
this door. The cardholders and access for the two interior
doors will change in-frequently.
You will need NT500 locks, the NT500 System software, and a
door controller (AC512IPB or AC512B) to set up this type of
access system. Definition of access for the entrance/exit
doors during business hours and on weekends can be
achieved through use of time mode profiles, door mode pro-
2–5
Notes
Chapter 2: Architectural Overview
Notes
files, and access groups. The door controller can be used for
the entrance/exit door that will allow public access.
For the entrance/exit door, you will first want to establish the
appropriate profile relationships with unlock/relock schedules
and employee access, to grant access to only specific employees through the use of door mode profiles, time mode profiles, and access groups or individual cardholder access. Once
you define these relationships in the software, this information can be downloaded to the controller via a TCP/IP or a
serial connection from a local computer.
For the offline office doors, once you establish the appropriate profile relationships in the software this information can
be downloaded to the lock hardware at each door via a PDA
using the NT500 Transport software or via a laptop computer.
New employees can be issued cards for access as necessary
and this information can also be updated via PDA using the
NT500 Transport software or laptop.
2–6
Chapter 2: Architectural Overview
Software features
Notes
The following table compares the software features supported by the NT510 software license to those supported by
the NT520 software license.
Software Features
Support for unlimited offline locks
NT510
NT520
✔
✔
✔
Support for up to 16 online door
controllers
Up to 5000 cardholders per system
✔
✔
Up to 100 Time Zones
✔
✔
Up to 20 Holidays
✔
✔
Up to 100 Access Groups
✔
✔
Up to 1000 Access Groups
✔
Up to 5 simultaneous client
connections
✔
User definable fields
✔
✔
Import/export capability user data
✔
✔
Optional card designer ad-on
software module
✔
✔
Multi-language support
✔
✔
Communication with offline locks and
controllers directly via PC/Laptop or
PDA
✔
✔
Ability to create cardholder and lock
profiles by copying and editing existing
profiles.
✔
✔
2–7
Chapter 2: Architectural Overview
Notes
Components and connections
The following hardware and software components are used
to create an offline Stanley NT500 System:
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2–8
Stanley NT500 System software
Dedicated computer, see your Stanley Security Solutions
representative for complete details
NT500 Locks, cylindrical (93KN), mortise (45HN) or exit
hardware trim (EXN) models available with proximity,
magnetic stripe or dual validation reader
Card encoder (optional for magnetic stripe)
Access cards (proximity or magnetic stripe)
Laptop or PDA
Laptop cables
■ Null modem cable— connects laptop to offline lock programming cable (BASDCAB)
■ Offline lock programming cable — connects null
modem cable to offline lock/controller
PDA cables
■ Serial cable (from PDA manufacturer) — connects PDA
to offline lock programming cable
■ Offline lock programming cable — connects serial cable
to offline lock/controller
■ PDA USB/Serial Autosync cable — connects PDA to PC.
Chapter 2: Architectural Overview
Controllers
Notes
The following controllers can be used with an offline Stanley
NT500 System (using NT510 or NT520 software). A controller
dictates lock behavior according to defined parameters such
as time, individual access rights, card presented to a reader,
or activation of a Request to Exit switch.
AC512 – The AC512 is a two-door controller that can manage up to two access points. This controller also allows for
ADA compliance by supporting programmed extended
access times.
■ AC301 – The AC301 is a single-door, battery-powered
controller. This controller works with both mortise, cylindrical, and exit hardware trim.
■
Encoders
The type of readers and access cards used in your access system will dictate the type of encoders needed.
For magnetic stripe encoding an MSR206 Magnetic Stripe
Card Writer can interface with the NT500 System software.
NT500 System users can purchase HID or Indala proximity
cards that come pre-programmed.
Readers
A reader sends a code to the controller when a card is
presented or PIN entered. If valid access information is
presented an unlock signal is sent to the door. Most readers
will illuminate a green LED to indicate to the cardholder that
access is granted or a red LED to indicate that access is
denied. Some readers are stand alone and some are integrated into the AC301 Lock.
The following readers can be used with an offline Stanley
NT500 System.
■
HID Proximity
■ Indala Proximity
■ Magnetic Stripe
■ Dual Validation (magnetic/keypad)
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Chapter 2: Architectural Overview
PDAs and Laptops
Notes
PDAs and Laptops are used with an offline NT500 System to
transfer configuration information from the PC upon which
the management software is installed to the lock and transfer
history information from the lock to the PC.
Figure 2.2
Components and connections
PC with NT500 software
Magnetic stripe
card reader
AC301 Controller
PDA
Access card
Mortise electronic lock with
magnetic stripe reader
Serial cable
Programming cable
Not shown:
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Laptop
Cylindrical magnetic stripe electronic lock
Mortise and cylindrical proximity electronic locks
Mortise and cylindrical dual validation electronic locks
Exit hardware trim
AC512 Controller
Chapter 2: Architectural Overview
Setup overview
Notes
In the next chapter you will find complete step-by-step
instructions on the first time configuration of a Stanley NT500
System for offline use. Below is a brief outline of the main
steps involved in the setup process and crossreferences that will assist you in quickly finding this information.
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Navigating the software, see page 3-2.
Installing the software, see page 3-4.
Setting up Organizational Options, see page 3-7.
Creating Time and Mode profiles, see page 3-17.
Setting up the hardware, see page 3-26.
Creating an Access Group, see page 3-31.
Creating Cardholders and Operators, see page 3-33.
Viewing Events, see page 3-45.
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Chapter 2: Architectural Overview
Notes
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First-Time NT500
Offline System Installation &
Setup
You are now ready to start setting up your Stanley NT500 offline system. The tasks described in
this chapter do not include the installation of the
locks themselves. The installation of locks that
can be used with the Stanley NT500 System
(93KN, 45HN, EXN) is fully described in the installation instruction documents listed below. Contact your Stanley Security Solutions
Representative for a copy of these documents.
Title
Document no.
Installation Instructions for
93KNCylindrical Locks
T81635
Installation Instructions for 45HN T81636
Mortise Locks
Installation Instructions for EXN
Exit Trim Locks
T81637
3–1
Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
System requirements
Before installing the Stanley NT500 System software, it is
important to confirm that your computer infrastructure meets
the minimum system requirements. See you Stanley Security
Solutions Representative for more information.
Navigating the software
The Stanley NT500 System software follows Windows® conventions. Therefore both menus and toolbars are available
for navigation through the software. The icon toolbar is context sensitive. The various icon toolbars are illustrated in Figure 3.1. Help for a particular topic can be viewed by clicking
on an icon or field and pressing F1. The Explorer Bar appears
on the left side of the main screen. The Explorer Bar tabs are
useful for navigating to the most commonly used functions.
The Explorer Bar is composed of a Navigator, Tools, and
Reports tab (see Figure 3.2). The majority of system definition
tasks can be initiated by clicking the icons on the appropriate
Explorer Bar tab.
Figure 3.1
Menus and toolbars
Navigator tab menu and toolbar
Tools and Reports tab menu and toolbar
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Figure 3.2
Explorer bar
Notes
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
Installing the system
Make sure that you have the following components before
you start installing the Stanley NT500 System:
■ Stanley NT500 System software
■ Dedicated computer, see your Stanley Security Solutions
Representative for complete details
■ NT500 Locks, cylindrical (93KN), mortise (45HN) or exit
hardware trim (EXN) models available with proximity
magnetic stripe or dual validation reader
■ Card encoder (optional for magnetic stripe)
■ Access cards (proximity or magnetic stripe)
■ Laptop or PDA
■ Laptop cables
■ Null modem cable— connects laptop to offline lock programming cable (BASDCAB)
■ Offline lock programming cable — connects null
modem cable to offline lock/controller
■ PDA cables
■ Serial cable (from PDA manufacturer) — connects PDA
to offline lock programming cable
■ Offline lock programming cable — connects serial cable
to offline lock/controller
■ PDA USB/Serial Autosync cable — connects PDA to PC.
Installer privileges
The Stanley NT500 System software can only be installed by
a user with Administrator privilege. It is strongly recommended that the Administrator take measures to assure the
software cannot be accidentally deleted from the PC.
Types of installation
Two types of installation are possible with the NT500 installation CD—full (server) or “client-only” .
For stand alone systems, the full installation should be run. A
full installation includes both client and server elements. The
server part contains the database and server software, and
communicates with the control panel. The client part is the
user interface.
A client-only installation lets you run the user interface from a
different computer than the one this software was originally
installed upon, via your local area network. However, you will
not be able to connect to a lock with the “client-only“ installation. When you perform a client-only installation you specify
the name of the computer that contains your full installation.
This can be changed later if required.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Before installing the Stanley NT500 software, also make sure
that you have completed the following:
† Determine whether your database will use Microsoft® SQL
Server, or MSDE.
The Microsoft® SQL Server Desktop Engine (MSDE) must be
installed on your PC before the Administration Software. If it
is not, the opportunity to install it is displayed before the software options are displayed.
All prerequisite software is supplied on the CD and must be
installed first. The setup program checks if the software is
already present on you computer, and allows you to install it
if the prerequisite software is not detected.
To install the software
1 Insert the CD into the CD drive of the PC.
When the CD is placed in the CD drive of the PC the following options are available:
■
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■
■
■
Activate DotNet Framework™ V1.1 (grayed out if
already installed).
Install Windows® Message Queuing (grayed out if
already installed).
Install MSDE Database™ (grayed out if already
installed).
Install Crystal Reports™ 11 (grayed out if already
installed).
Install Microsoft® Web Service Extensions (WSE,
grayed out if already installed).
Start Installation.
Obtain and install license file (not required for NT510).
2 Follow the Setup Wizard prompts and accept the license
agreement.
3 Make a note of any existing license keys. New software
versions may require a new version key.
For details on obtaining a license key see page 3-49.
A shortcut is placed on the desktop.
During installation you will be asked to identify an access
type. This parameter can be defined after installation but
must be defined before adding doors and cardholders. We
recommend assigning access based on areas (not doors) and
based on groups rather than security levels. This access type
is suggested because it allows you to add online functionality
3–5
Notes
Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
later if the needs of your site change. For more information
about access types see page 3-13.
To set a new password
When first signing into the application the default username
(installer) and password (installer) should be updated.
1 Double click the Stanley NT500 desktop icon.
The Login screen appears.
2 In the Login Name field, type the default login name.
3 In the Password field, type the default password.
4 Click Log On.
You are prompted to enter a new password.
5 Enter and confirm the new password.
6 Click OK.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Defining the system
Notes
Overview
It is best to take time to plan what doors, time profiles, and
individuals need to be included in your access management
scheme.
To define an NT500 system, you need to configure:
† Organization options
† Time and mode profiles
† Hardware
† Access groups
† Cardholders
† Operators
Setting up organization options
Card format
After successful software installation, the first task in setting
up your access control scheme is to define the card formats
used at your site. The term card is used in this guide to refer
to cards, tokens, or fobs, all of which can be presented to a
reader to unlock the door. The card must be valid (known to
the system, allow access to the area and not presented outside a permitted time profile).
The card format you use is determined by the type of readers
in your access system (proximity, magnetic stripe, or dual
validation).
To define the card formats for your system
1 From the Welcome Screen, select Set Organization
Options or Tools > Options on the Main menu.
The Organization Options window appears.
2 From the left side of the Organization Options window,
highlight Card Format.
3 Click Add
A warning message may appear notifying you that changing the card format order affects the way cards are interpreted and will require a database download to all control
panels.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
4 Click OK.
The New Format window appears.
Figure 3.3
Adding a new card format
5 In the Name field, enter a name for the card format.
6 In the Description field, enter a description of the card
format.
A popular naming scheme is to use the name of your
company or department.
7 In the Type field, select the card type by using the dropdown list.
8 Using the radio buttons, select the appropriate display
mode.
9 Check the LRC Checking box if readers should validate the
longitudinal redundancy check.
If the lock should not validate the LRC, make sure this
check box is not checked.
You can determine whether the locks using this configuration
validate the longitudinal redundancy check (LRC). However,
always validate the longitudinal redundancy check unless a
Stanley Security Solutions Representative informs you otherwise. The LRC feature is included in most card formats and
helps verify that the locks read the card data or PIN correctly.
10 For a proximity or Wiegand card format, Click OK.
For magnetic stripe or custom Wiegand card format definition
continue with the following steps.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
1 Click the Layout tab.
Figure 3.4
Notes
New card format-Layout tab
For magnetic stripe or custom Wiegand card format, the following details must be provided.
Card length: The card length is the total amount of information
encoded on each access card.
Facility code format: A facility code generally is a unique
sequence of digits that is programmed into every device and
encoded on every access card that belongs to the facility.
Check with your System Administrator to locate the facility
code. When you define the facility code format, you indicate:
■
the maximum number of digits in the facility code
■ the starting location of the facility code on the access
cards.
Card number/access code format: A card number or access code is
a unique sequence of digits that identifies a user. When you
define the card number or access code format, you indicate:
■
the maximum number of digits in the card number or
access code
■ the starting location of the card number on the access
cards.
Issue code format: An issue code generally indicates how many
times an access card with a particular card number has been
issued. For example, when an access card is first issued to
someone, it normally is encoded with Issue 1. If the access
card is damaged, lost, or stolen, and a replacement card is
issued to the card holder, the card normally would be
encoded with Issue 2.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
When you define the issue code format, you indicate:
■
the maximum number of digits in the issue code
■ the starting location of the issue code on the access cards
■ the range of issue codes that the device should accept.
2 In the Card Number Length field, type the number of digits
(from 1 to 9) in the card number.
3 In the Card Length field, type the total number of digits of
data (from 1 to 99) on the access cards or in the personal
identification numbers (PINs), preceded by a zero if
necessary. For example, if there are 20 digits of data on
the access cards or in the PINs, type 20.
4 If the card format includes a facility code, check the Facility
Code checkbox.
a) In the Facility Code Location field, type the starting location (from 1 to 99) of the facility code, preceded by a
zero if necessary. For example, if the facility code starts
at position 3, type 03.
b) In the Facility Code Length field, type the maximum
number of digits (from 0 to 9) in the facility codes for
this card format. For example, if the maximum facility
code length is four digits, type 4.
If you type 0, the devices using this configuration will not
check the facility code when determining whether to grant
access to a card.
When facility codes are used, you may indicate if an entire
access group should have the facility code information
applied to cardholder’s within that group. This feature can be
enabled using the drop-down list on the right side of the
screen under Facility Code.
5 If the card format includes an issue code, check the Issue
Code checkbox.
a) In the Issue Code Start field, type the starting location
(from 1 to 99) of the issue code, preceded by a zero if
necessary.
b) In the Issue Code Length field, type the number of digits
(from 0 to 4) in the issue code for this card format. If you
type 0, the devices will not check the issue code when
determining whether to grant access to a card.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
A total is calculated as the sum of the Card Length, Facility
Code Length, and Issue Code Length.
The bar at the bottom of the window indicates the card
format information locations and lengths.
Figure 3.5
New card format-Layout tab
6 If the issue code look ahead feature is desired, check the
Issue Code Look Ahead check box.
The following figure illustrates how the look ahead and issue
code features are applied.
Figure 3.6
1001 issue code: 01
1001 issue code: 00
Lost card
Issue code look ahead feature
Issue codes
00
01
02
03
Newly
encoded
card
Issue codes
offset
of 1
range
of 3
valid
issue
codes
01
02
03
04
lost card
does not work
new offset
new
range
Auto
update
NT500 Lock
Same NT500 Lock
after use of the 1001
issue code 01 card
3 – 11
Notes
Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
The look ahead feature lets you program a magnetic stripe
reader to accept an access card whose encoded issue code is
higher than the current issue code recorded for the card in the
lock’s database. The setting for the look ahead feature determines how many numbers higher the access card’s encoded
issue code can be than the issue code on record for the card.
For example, if you enter 2 as the look ahead setting in a
device’s configuration, the device will accept an access card
whose encoded issue code is one or two numbers higher
than the issue code on record for the card (as long as the
issue code is within the acceptable issue code range). The
device would accept an access card whose encoded issue
code is 3, even if the current issue code on record for the card
is 1.
When the device accepts an access card with an encoded
issue code different from the current issue code on record for
the card, the device automatically updates its records to
reflect the encoded issue code.
7 Enter an offset value.
This value will be added to the issue code when the New
Issue button on the Cards tab of Cardholder window is
selected.
8 Enter a range value.
The range represents the highest-numbered issue code
that the devices should accept. The devices will reject any
card with issue codes higher than this number.
For example, if the devices should reject any card with an
issue number higher than 8 and the issue code for the
selected card format has one digit, type 8.
9 If the card format includes an even number parity bit, click
the Number Even Parity checkbox.
10 If the card format includes an odd number parity bit, click
the Number Odd Parity checkbox.
11 Click OK.
The new card format is included in the Card Format list on
the left side of the window.
After defining card format(s) the system access must be
defined.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
System access
Notes
When assigning access it is best to use the access by area
functionality if there is a desire or potential that the access
system will be expanded to use online functionality in the
future.
This guide will follow the path of defining access based on
areas and access groups. This is the preferred method for
defining access because it allows for future migration to Stanley NT500 online functionality.
Caution: If access is assigned based on areas, an existing
offline database can be migrated to interact with online components. If access is assigned based on doors and later you
wish to take your access control system online, the database
will not be maintained. All door, area, time and mode profile
and cardholder information will have to be re-entered into the
Stanley NT500 database. Security levels are generally
reserved for assigning access to specific badges rather than
assigning access privileges to doors over time.
The Welcome Screen is displayed after you first login, or
when the company name is selected on the Explorer Bar’s
Navigator tab. The Welcome Screen displays information on
the system (for example, number of cardholders and maximum limits of the system). If the operator privileges allow, it
also has a Set Organization Options link that allows the modules to be customized. Setting system access can be initiated
from the Welcome Screen.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
Figure 3.7
Welcome screen
To define system access
1 From the Welcome Screen, select Set Organization
Options or from the main menu select Tools > Options.
The Organization Options window appears.
Figure 3.8
Organization Options - System Access
2 Select System Access
The following options are presented:
Access defined by:
■
Security Levels
■ Access Groups
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Access based on:
Notes
■
Doors
■ Areas
3 Click the appropriate radio button to select an access
option.
4 Click Apply.
5 Click OK.
Access type options
The administration software may provide the following
access type options:
Areas and access groups: Each cardholder is assigned to access
groups that allow access to certain areas. For example, this
option is used in systems where there is more than one door
into most areas and a large number of areas that require
grouping according to who has access. This is the recommended option for most NT500 System users.
Areas and security levels: Each cardholder and area are assigned
a security level which determines which areas each cardholder can access. For example, this option is used in systems
where there is more than one door into most areas and a
small number of areas. [NOT RECOMMENDED]
Doors and security levels: Each cardholder and door are assigned
a security level which determines which doors each cardholder can open. For example, the option is used in systems
where there is only one door into each area and a small number of areas. [NOT RECOMMENDED]
Doors and access groups: Cardholders are assigned to access
groups that allow access to certain doors. For example, this
option is used in systems where there is only one door into
each area and a large number of areas that require grouping
according to who has access.
The access type required is specified at installation but can be
changed using customization. [NOT RECOMMENDED]
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Organization information
Notes
At installation the application will prompt the user to enter
organization information such as name, description, day to
define as start of week, time zone, and default card format.
Organization information can be added or modified using the
following steps.
To add organization information
1 From the Welcome Screen, select Set Organization
Options or from the main menu select Tools > Options.
The Organization Options window appears.
2 Select the organization name.
3 Edit the following fields as necessary.
■ Name
■ Description
■ Start of week
■ Time zone
■ Default card format
4 Click Apply.
5 Click OK.
Figure 3.9
3 – 16
Adding organization information
Chapter 3: First-Time NT500 Offline System Installation & Setup
Creating time and mode profiles
Notes
Time profile
A time profile consists of one or more time periods that can
span multiple days. A time profile can be applied to an area,
door, cardholder, or access group. A time profile dictates
access during certain times (for example, only during office
hours).
To create a time profile
1 From the Explorer Bar’s Navigator tab, click the Time &
Mode Profile icon.
2 From the main menu, click Edit > Create New Record.
3 Click Create New Simple Time Profile.
The Time Profile window appears.
Figure 3.10
Time profile window
4 In the Name field, enter a name for the time profile.
5 In the Description field, enter a description of the time
profile.
For example, a weekend time profile might be named
Summer Weekends with a description of Weekend hours
(12-4 p.m.).
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
6 The hours of access defined by this time profile can be
selected by clicking in the white field next to each
weekday label. Then, while holding down the left mouse
button, highlight the range of desired times.
7 Click Add.
A new time profile icon appears at the top of the screen.
Figure 3.11
Creating a time profile
To update a time profile
1 Select an existing time profile.
The Time Profile window appears.
2 On the Week tab, edit the desired fields.
3 Click Update to save your changes.
To delete a time profile
1 Select an existing time profile.
2 Click Delete.
3 Click OK to confirm.
The icon for the time profile you deleted is no longer
displayed in the window.
Once time profiles have been created they may be applied to
cardholders or access groups.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Holiday profile
Notes
A holiday profile can be assigned to a time profile to limit
access during specified dates and times. First, a holiday profile must be defined, then it can be applied to a time profile.
To define a holiday profile
1 From the Explorer Bar’s Navigator tab, click the Holiday
Profile icon.
2 Click New.
The Holiday Profile window appears.
Figure 3.12
Defining a holiday profile
3 In the Name field, enter a name for the holiday profile,
such as Government Holidays.
4 In the Description field, enter a description of the holiday
profile.
5 Click Add Holiday.
The Holiday Profile window appears.
6 In the Name column, enter a name for a specific holiday,
such as Independence Day.
7 Edit the following fields by using the drop-down lists or
typing directly into each field.
■
■
■
■
Start Date
Start Time
End Date
End Time
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
8 Click Add.
9 Repeat steps 5 through 8 for additional holidays to be
included in this profile.
10 Click Update when all additional holidays to be included in
the profile have been defined.
To apply a holiday profile to an existing time profile
1 Select an existing time profile.
The Time Profile window appears.
2 Select the Holiday tab.
A list of available holiday profiles appears on the left side
of the window.
Figure 3.13
Applying a holiday profile
3 Click the box next to the holiday(s) you want to apply to
the time profile.
A check mark appears next to holiday profiles you select
and will be applied to the time profile.
4 Click Update.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
To delete a holiday profile
Notes
1 Select a holiday profile.
The Holiday Profile window appears.
2 Click Delete.
3 Click OK to confirm.
The icon for the holiday profile you deleted is no longer
displayed in the window.
To remove a holiday profile from an existing time profile
1 Select a time profile.
The Time Profile window appears.
2 Select the Holiday tab.
A check appears next to any holiday profile currently
applied to the time profile.
3 Click the checkbox to deselect the holiday profile(s) that
you do not want to apply to the time profile.
4 Click Update.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Door mode profile
Notes
When a time profile is applied to a cardholder (or access
group) it determines when a cardholder has access through a
door. When a mode profile is applied to a door or reader, it
determines the door behavior/mode (for example, area armed
or disarmed, door open or closed).
Door mode profiles offer the following mode options:
■
■
■
■
■
Secured (default): Door requires a valid access card to be
presented before unlocking for entry into an area.
First key open: Door remains locked until the first valid card
is presented during the time profile. Firstkey open permissions may be assigned to the access group as an option.
The door will then remain unlocked until the end of the
time mode profile.
Open: Door remains unlocked until the time profile ends.
Bolted: All cards will be denied access unless a cardholder
has override permissions assigned to their access group.
Anti-passback: Not available with offline use.
To create a door mode profile
1 From the Explorer Bar’s Navigator tab, click the Time &
Mode Profile icon.
2 From the main menu click Edit > Create New Record.
3 Click Create New Door Mode Profile.
The Door Mode Profile window appears.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Figure 3.14
Notes
Creating a door mode profile
4 In the Name field, enter a name for the door mode profile.
5 In the Description field, enter a description of the door
mode profile.
6 The hours of access defined by this door mode profile can
be selected by clicking in the white field next to each
weekday label. Then, while holding down the left mouse
button, highlight the range of desired times.
7 Select the mode option that will be used to define each
time duration from the Mode Options drop-down list.
8 Click Add.
A new door mode icon appears at the top of the screen.
To update a door mode profile
1 Select an existing door mode profile.
The Door Mode profile window appears.
2 Edit the desire details.
3 Click Update.
To delete a door mode profile
1 Select an existing door mode profile.
2 Click Delete.
3 Click OK to confirm.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Creating a reader mode profile
Notes
Reader modes are used to define the security levels of dual
validation readers.
Reader mode profiles offer the following mode options:
■
Card (default)
■ PIN only
■ Card or PIN
■ Card and PIN
To create a reader mode profile
1 From the Explorer Bar’s Navigator tab click the Time &
Mode Profile icon.
2 Click New > Create New Reader Mode Profile.
The Reader Mode window appears.
3 In the Name field, enter a name for the reader mode
profile.
4 In the Description field, enter a description of the reader
mode profile.
5 Select the hours for access by clicking in the white field
next to each weekday label. Then, while holding down the
left mouse button, highlight the range of desired times.
6 Select the mode option used to define each time duration
from the Mode Options drop-down list. Click Add.
A new reader mode icon appears at the top of the
window.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Figure 3.15
Notes
Creating a reader mode profile
Note: Mode options can be specified to require two-card
access. In these instances, two cardholders must present
cards to the reader in order to gain access.
To update a reader mode profile
1 Select an existing reader mode profile.
The Reader Mode window appears.
2 Edit the desired fields.
3 Click Update.
To delete a reader mode profile
1 Select an existing reader mode profile.
The Reader Mode window appears.
2 Click Delete.
3 Click OK to confirm.
The icon for the reader mode profile you deleted is no
longer displayed in the window.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Area mode profile
Notes
Do not create area mode profiles for offline applications. We
recommend assigning access based on areas (not doors) and
based on groups rather than security levels. This access type
is suggested because it allows you to add online functionality
later if the needs of your site change. For more information
about access types see page 3-13.
Setting up hardware
Now that access has been defined for specific times, locations, and/or cardholders, hardware information needs to be
added to the database. The first type of hardware to be
defined is a control panel. The AC301 Controller is a single
door controller. The AC512 Controller has two door channels
because it can control two doors. Each door channel can have
one reader and a Request to Exit switch connected to it.
Adding a controller
To add a controller
1 From the Explorer Bar’s Navigator tab, click the Hardware
icon.
2 From the main menu, click New > Create New Controller.
The Controller window appears.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Figure 3.16
Notes
Adding a controller
3 In the Name field, enter a name for the Controller.
4 In the Description field, enter a description of the
Controller.
5 Select the controller type from the drop-down list. AC301
and AC512 are the only controllers applicable to an offline
system.
6 Click the checkbox next to 4-State Override if this type of
monitoring of the controller is used.
The 4-state circuit (fully supervised circuit) monitors the condition of the cabling as well as the activation circuit. This provides additional security to the override activation circuit and
helps avoid an unnoticed trouble condition in the field wiring.
A break in the wiring may not unlock the doors but instead
will cause a supervisory condition to be reported to the software.
7 Click the checkbox next to Lock Sharing if the lock is
controlled by an in and out reader on door channels n and
m (specified by check box). This should only be used with
1100/2100 Series Door Controllers or Wiegand in and out
readers.
8 Click Add.
A new controller icon appears in the window.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
When a controller is added to the database, icons representing the number of door(s) that the controller can support
appears in the door layout view.
Downloading the database to the controller can be accomplished via PDA or laptop. For instructions on using a laptop
to download the database updates see page 3-40. See the
NT500 Transport Guide for detailed instructions regarding use
of a PDA and NT500 Transport software.
To update a controller
1 Select an existing controller.
2 Enter appropriate information.
3 Click Update to save your changes.
Updates to the controller can be downloaded from the
database and then to a PDA or laptop for transfer. For
instructions on using a laptop to download the database
updates see page 3-40. See the NT500 Transport Guide for
detailed instructions regarding use of a PDA and NT500
Transport software.
4 Download the new database to the controller.
To delete a controller
1 Select an existing controller.
2 Click Delete.
3 Click OK to confirm.
The icon for the controller you deleted no longer appears
in the window.
Note: Deleting a controller deletes its associated doors.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Adding a channel
Notes
A door channel is the connection between a door and a controller. A channels must be associated with a controller such
as the AC301 and AC512 controllers described above. Channels are required and provide a way to organize groups of
doors to allow for ease of programming.
To add a channel
1 From the Explorer Bar’s Navigator tab, click the Hardware
icon.
2 From the main menu click New > Create New Channel.
The Channel details window appears.
3 In the Name field, enter a name for the Channel.
4 In the Description field, enter a description of the Channel.
5 The Channel Type field should read Offline.
6 The Protocol Type field should read AC300/500 Series
RS232.
These two fields are not editable in offline mode.
7 Use the drop-down list to select the appropriate time zone.
8 Click Add.
Once a channel has been created, it can be assigned to a controller. The channel is the mechanism through which doors
are then assigned to a controller.
To assign a controller to a channel
1 If not already viewing hardware, from the Explorer Bar's
Navigator tab, click the Hardware icon.
Connected, configured, and unconfigured controllers as
well as defined channels appear in the window.
2 To assign a controller to a channel, the controller icon can
be dragged and dropped onto the channel icon.
a) Click on the controller icon for the controller to be
assigned to a channel.
b) Holding down the left mouse button drag the icon to the
left side of the window where channels icons are displayed.
c) Once the controller icon is situated over the channel
icon release the left mouse button.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
To remove a controller from a channel
1 Right click the controller.
2 Select Unconfigure Controller from the drop-down list.
With channels, controllers and their associated door(s) now
represented in the access system database, doors can be
assigned to specific areas. Doors and the areas they gate are
linked in the database through the door details window.
To associate doors and areas
1 On the Explorer Bar's Navigator tab, click the Door icon.
2 Select a door by double clicking on the appropriate door
icon.
The Door Details window appears.
Figure 3.17
Adding door details
3 The door Name and Description can be modified if
desired.
4 To assign a door mode profile to the door, select a door
profile from the drop-down list.
5 To assign an area profile to the door, click the access tab.
6 Select a reader type from the drop-down list.
7 Select the areas gated by the door from the drop-down
lists under SIG A and SIG B.
8 Click Update.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
To update a channel
Notes
1 Select a channel.
2 Update the desired information.
3 Click Update to confirm your changes.
To delete a channel
1 Select a channel.
2 Click Delete.
3 Click OK to confirm.
The icon for the channel deleted no longer appears in the
window.
Creating an access group
An access group is a way to organize multiple cardholders by
granting members of the group access to specific areas. The
access may be restricted by use of mode profiles.
To add an access group
1 From the Explorer Bar's Navigator tab, click the Access
Group icon.
2 Click New.
The Access Group details window appears.
3 In the Name field, enter a name for the access group.
4 In the Description field, enter a description of the access
group.
5 Click the Access tab.
6 Click the Profile 1 checkbox.
Access for the group can be defined in terms of time profiles
and areas.
7 To apply a time profile select a time profile from the dropdown list.
When a time profile is applied to an access group it
defines the access all members of that access group have.
8 To allow members of the group access to specific areas,
click the appropriate check boxes from the areas listed.
9 If required, repeat for Profile 2.
Additional definition of controller options can be set on the
Advanced tab.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
To define additional controller options for an access group
1 Click the Advanced tab.
2 Check the desired options:
AC 300/500 Series Controller options
■
Ignore bolted doors
■ Ignore anti-passback
■ Ignore dead bolted doors
■ Ignore 'Two Card Access' mode
Note: Bolted mode denies access to all cards presented to
the reader.
Conditional AC300/500 Series Controller options
■
Allow passage mode
■ Allow first card unlock
Note: Passage mode allows two swipes of a card to unlock
the door indefinitely and then re-lock the same door when the
card is presented twice to the reader again.
Note: Conditional options only apply when access is not controlled by airlock, anti-passback, area usage limits, or two-key
access.
3 Click Add.
To update an access group
1 From the Explorer Bar’s Navigator tab, click the Access
Group icon.
2 Select an access group.
3 On the Details and Advanced tabs, enter the appropriate
information.
4 Click Update to save changes.
To delete an access group
1 From the Explorer Bar’s Navigator tab, click the Access
Group icon.
2 Select an access group.
3 Click Delete.
4 Click OK to confirm.
The icon for the access group you deleted no longer
appears in the window.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Creating cardholders and operators
Notes
Cardholders
A cardholder is a person who has a card. This could be a
member of staff or a visitor. The card allocated to the cardholder is only valid for specified areas and times (e.g. visitors
can be prevented from entering the Development area at any
time and all areas after a certain date).
To add a new cardholder
1 From the Explorer Bar’s Navigator tab, click the Cardholder
icon.
2 Select New.
The Cardholder Details window appears.
3 Complete the Last Name and First Name fields on the
Details tab.
4 Indicate Start Date, End Date, or Category if necessary.
5 Select each tab in turn and enter appropriate information.
6 Select Add.
A new cardholder icon appears at the top of the screen.
When viewing cardholder details the following information can be
entered on the corresponding tab.
Title: The title of the cardholder (selected from a drop-down
list).
Last Name: The last name of the cardholder (specified by data
entry).
First Name: The first name of the cardholder (specified by data
entry).
Initials: The initials of the cardholder (specified by data entry).
Start Date: The date and time the cardholder started employment or visiting (entered by data entry and drop-down calendar). Enabled/disabled by selecting its check box. If enabled,
access is not allowed until the specified date and time but
events (e.g an attempt to enter) are reported.
End Date: The date and time the cardholder ended employment
or visiting (entered by data entry and drop-down calendar).
Enabled/disabled by selecting its check box. If enabled, access
is no longer allowed after the specified date and time but
events (e.g an attempt to enter) are still reported.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
Category: The category of the cardholder (selected from a
drop-down list). The Customization facilities can be used to
create/edit categories.
The category determines the format of the ID card.
Photo: A photo of the cardholder.
The photo can be captured from an image file, Twain device
or Video device using the Capture button (see the Using the
Capture Utility section).
A previously-captured photo can be cleared by selecting the
Clear button.
A previously-created photo ID card for the selected cardholder can be printed by selecting the Print ID Card button.
This requires the ID module. For further information, see the
cardholder List View section.
Requires Extra Door Time: An indication of whether the cardholder requires extra time to get through the door (specified
by check box). This feature is used to assist persons with
mobility challenges.
Figure 3.18
Adding a cardholder
To assign a card and PIN to a cardholder
1 On the Cards tab, click Add New Card.
2 In the Card Format field, select the card format by using
the drop-down list.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
3 The card number can be manually entered or
automatically populated if an office admin kit is being
used.
4 Enter the Issue code.
5 On the Cards tab, click Set PIN.
6 Enter a PIN number (up to 9 digits long) and confirm.
7 Click OK.
Note: If only PIN numbers will be used for access control, it is
important not to duplicate PIN numbers in the database. If
duplication occurs, there is no way to specifically identify who
gained access to an area. To avoid this potential issue, it is
recommended that all PIN numbers be assigned to a unique
card number. Since duplicate card numbers are not permitted
by the software, this will help prevent accidental PIN duplication. With a PIN only system, you must enter the PIN number
as well as a card using the same PIN number as the card number.
Figure 3.19
Assigning a card and PIN
To define cardholder personal access details
1 Select the Personal Access tab.
2 Click the Profile 1 checkbox.
3 Select the time profile from the drop-down list.
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Notes
Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
Selecting 'None' allows access to the selected areas at all
times.
4 Click the checkboxes next to the time profiles to specify
the areas the time profile applies to.
5 If required, repeat for Profile 2.
To assign cardholder access group details
1 Select the Access Groups tab.
2 Select the access group(s) that cardholder belongs to.
3 Select Add on the Property Page.
To update a cardholder
1 Select a cardholder.
2 Select each tab in turn and enter appropriate information.
3 Click Update to save changes.
To delete a cardholder
1 Select a cardholder.
2 Select Delete.
3 Select OK to confirm.
The cardholder icon no longer appears in the window.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Operators
Notes
An operator is a cardholder who is allowed to make changes
to the database determined by the operator privileges. For
example, the receptionist in an organization may be allowed
to add cardholders but not controllers or doors.
To add an operator
1 From the Explorer Bar’s Navigator tab, click the Operator
icon.
2 Select New.
The Operator window appears.
Figure 3.20
Adding an operator
3 Select each tab in turn and enter appropriate information.
4 Click Add.
When viewing operator details the following information can
be entered on the corresponding tab.
Login Name: The type of user (specified by data entry). Specify
a password for the user by selecting Set Password.
Cardholder: The cardholder who is also an operator (specified
by searching for an existing cardholder or selecting Create
New and creating a new cardholder). A cardholder can only
be assigned one set of operator privileges per organizational
unit.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
Expiration Date: The date the operator privileges will be
removed from the cardholder if the Password Expired check
box is selected (specified by data entry and drop-down
calendar).
Auto-Logout Delay (minutes): If selected, the operator will be
logged out automatically if the system is not used for the
specified time (range 1 to 120 minutes, specified by checkbox
and data entry or increments).
Note: If this value is changed, the updated value takes affect
after the next login.
Card Login Allowed: An indication of whether a card can be used
to login (specified by check box).
Card Login Required: An indication of whether a card must be
used to login (specified by check box).
Password Expired: An indication of whether the password has
expired and a new password must be specified (specified by
check box).
Account Disabled: An indication of whether the user is prevented from logging in (specified by check box).
Last Login: The date of the last login (automatically entered).
To set a password
1 From the Operator Details tab, click Set Password.
The Set Password window appears.
2 Enter the new password (at least 6 characters) and confirm
password.
3 Click OK.
Operator privileges
Operator privilege levels allow for common pre-defined
groups of software access to be assigned to individual operators. Potential operator privileges include:
No privileges: Cannot access the organizational unit.
Guest Administrator: Read access to cardholders.
Guest: Read access only. No access to Database Backup, Alarm
Viewer, Alarm Map Designer, Event to Action, Card Designer,
Event Archiving, and Audit Trail.
Monitor: Event log facilities and read only access to time profiles, holiday profiles, areas, channels, controllers and doors.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Guard: Alarm Viewer only and no auto-logout.
Notes
Manager: Read access to all facilities except Operators; plus
write access to cardholders and add access to event
archiving.
Security Manager: Read access to all facilities except Operators,
Event Archiving and Audit Trail; plus write access to cardholders, access groups, areas, time/mode profiles, holiday profiles.
Operator: Write access to all facilities except Hardware, Alarm
Map Designer, Card Designer, Event to Action and Audit Trail.
Supervisor: Write access to all facilities.
Installer: Write access to all facilities except Hardware.
To display and allocate operator privileges
1 Click the Privileges tab of the Operator window.
Figure 3.21
Allocating operator privileges
2 If multiple organizational units exist, select the
Organization.
Note: Organizational units are a means of segregating the
NT500 database into logical units which enables sites to be
managed separately. It prevents unnecessary controller
downloads and prevents operators from editing sites which
they should not have any jurisdiction.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
3 Select a Privilege Template from the drop-down list:
■ No privileges
■ Guest Administrator
■ Guest
■ Monitor
■ Guard
■ Manager
■ Security Manager
■ Operator
■ Supervisor
■ Installer
Note: If specifying an installer or supervisor, system customization is only allowed if installer/supervisor privileges are
given to all organizational units.
4 Repeat steps 1 through 6 for each organizational unit (No
privilege is the default).
Configuring a lock using a laptop
The lock can be configured using a laptop or PDA. See the
NT500 Transport Guide for detailed instructions regarding use
of a PDA and NT500 Transport software. To configure a lock
using a laptop, use the following steps.
To connect to a lock using Stanley NT500 Software, the following items are necessary:
■
Laptop running Stanley NT500, with a serial port or a USB
to serial cable
■ Null modem adapter
■ Programming cable for connecting NT500 Locks to the
serial port or serial cable (BEST part number C63290)
■ Temporary operator card for NT500 Locks (provided with
the locks).
To connect the laptop to the lock
1 If your laptop does not have a serial port, connect a USB to
serial cable to the USB port on the laptop.
2 Connect the programming cable to the serial port or serial
cable.
3 Connect the programming cable to the lock's
communication port. The connector snaps in place.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
To identify and configure a lock
To identify and configure a lock the laptop must be connected
properly to the lock. The Stanley NT500 Software is used to
choose the appropriate controller information to transfer.
1 From the Explorer Bar’s Navigator tab, click the Hardware
icon.
2 Under Connected Controllers, highlight the controller you
want to configure.
3 Identify the controller:
a) On the Details tab, click Tasks, then Identify Controller…
The Identify/Configure Controller window appears.
b) In the COM Port field, select the appropriate COM port.
c) Click Identify.
A message appears stating, "Please check the connection
or wake the controller."
d) Swipe a temporary operator card to activate the lock.
The diagnostic information for the lock appears.
4 Click Configure.
A message appears stating, "Connect 'Controller Name'
with 'Serial Number'?"
5 Click OK.
The controller is now configured with the diagnostic information from the lock.
To transfer controller settings to a lock
When a connection is made to the controller to allow transferring controller settings, events will be automatically updated
first. Then the task of transferring settings can be selected.
1 Make sure the laptop is connected to the lock.
2 From the Explorer Bar’s Navigator tab, click the Hardware
icon.
3 Under Connected Controllers, highlight the controller with
the settings you want to transfer to the lock.
4 Connect to the controller:
a) Click Tasks, then Connect to Controller.
The Connect to Controller window appears.
b) In the COM Port field, select the appropriate COM port.
c) Click Connect.
3 – 41
Notes
Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
A message appears stating, "Please check the connection
or wake the controller."
d) Swipe a temporary operator card to activate the lock.
A message appears stating, "Successfully connected to
controller."
5 Click OK.
A message appears stating, "Events collection progress
(100%)".
6 Click OK.
The event history is transferred from the lock.
7 Click Tasks, then Download controller database…
A message appears stating, "Download to 'Controller
Name', are you sure?"
8 Click OK.
A message appears stating, "Controller database download (100%)".
9 Click OK.
The settings are transferred to the controller.
To transfer event history from the lock to Stanley NT500
1 Connect the laptop to the lock.
2 From the Explorer Bar’s Navigator tab, click the Hardware
icon.
3 Under Connected Controllers, highlight the controller
whose information you want to transfer to the database.
4 Connect to the controller:
a) Click Tasks, then Connect to Controller.
The Connect to Controller window appears.
b) In the COM Port field, select the appropriate COM port.
c) Click Connect.
A message appears stating, "Please check the connection
or wake the controller."
d) Swipe a temporary operator card to activate the lock.
A message appears stating, "Successfully connected to
controller."
5 Click OK.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
A message appears stating, "Events collection progress
(100%)".
6 Click OK.
The event history is transferred from the lock to the Stanley NT500 application.
To reset the diagnostic code
1 Repeat Steps 1-6 from above (To transfer event history
from the lock to Stanley NT500).
2 On the Details tab, click Tasks, then Reset diagnostic code.
The diagnostic code is reset and a message appears stating, "Diagnostic code reset for controller."
3 Click OK.
To disconnect from the lock
When you are finished performing tasks at the lock, do the following:
1 Click Tasks, then Disconnect from Controller.
A message appears stating, "Successfully disconnected
from controller."
2 Click OK.
3 To disconnect the laptop from the lock, press the button
on the programming cable connector and unplug the
programming cable from the lock's communication port.
Configuring an office admin kit as an enrollment station
With NT500 you have the flexibility to use an office admin kit
(admin reader) to assign cards to cardholders. An office
admin kit can be connected to a controller via PC interface.
This reader can then be used to assign cards to cardholders.
To configure the admin reader as an encoder
1 From the main menu, select Tools > Configure Peripherals.
The Configure Peripherals window appears.
3 – 43
Notes
Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
Figure 3.22
Configure Peripherals window
2 Select the Admin Reader tab.
3 Select a communication port from the drop-down list. The
port selected should correspond to the port via which the
reader is connected to the PC.
4 Select the Click to test checkbox.
5 Present a card to the reader.
The card’s code should be displayed on the screen.
To specify additional information for a MSR206 Magnetic Stripe card
writer
1 Select the Encoder tab.
2 Select the PC communication port via which the reader is
connected to the PC, using the drop-down list.
3 Select a coercivity level, using the drop-down list.
4 Select a bits per inch level, using the drop-down list.
5 Click Close.
Figure 3.23
3 – 44
Configure Peripherals - Encoder tab
Chapter 3: First-Time NT500 Offline System Installation & Setup
Viewing events, diagnostic information, and reports
Notes
Viewing events
To view events
1 From the Explorer Bar’s Tools tab, click the Event Log icon.
The filter functionality can be used to exclude specific
event types from the event log.
2 To utilize the filter, Click the Filter Icon or select Filter from
the Tools Toolbar.
Figure 3.24
Viewing events
Using diagnostics features
Device diagnostic information can be retrieved using a PDA
or laptop with NT500 Transport software installed. See the
NT500 Transport Guide for details about downloading diagnostic information using a PDA.
Once diagnostic information has been downloaded from the
lock it can be viewed on the NT500 PC but cannot be modified.
Diagnostic information
Serial Number: The serial number of the controller.
Firmware ID: The firmware identity of the controller.
Firmware Version: The current firmware in the controller.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
Firmware Type: The type of firmware in the controller. Different
types may provide different features.
Board Revision: The revision number of the printed circuit board
of the controller.
Power Status: The status of the controller's power supply.
Battery Status: The status of the controller's battery.
Backup Battery Status: The status of the controller's backup battery.
Battery Level: The charge on the controller's battery.
Diagnostic Code: A 2-byte hexadecimal number that can be
mapped to one or more diagnostic messages. Zero indicates
that no diagnostic conditions exist.
To view diagnostic information
1 From the Explorer Bar’s Navigator tab, click the Hardware
icon.
2 Select a controller.
The report details window appears.
3 Click the Controller Tab.
The device’s diagnostic information is displayed .
Figure 3.25
Sample diagnostic information
Generating reports
To generate a standard report
1 Click the Explorer Bar’s Reports tab.
The Standard Reports List appears.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Figure 3.26
Notes
Standard reports list
2 Select a specific report from the options listed.
The report details window appears.
Figure 3.27
Report details window
3 Select the fields to be included in the report by
highlighting the field name, then clicking the > icon.
4 To include all available fields in the report, select the first
field in the list, then click the > > icon.
5 Click Save.
6 Name the search.
7 To see a preview of the output of a defined report, click
Search.
A report preview appears
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
8 To print the report, click Print.
To print a saved report
1 Click the Explorer Bar’s Reports tab.
2 Select a specific report from the options listed.
A report preview appears.
3 Click Print.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Database backup and restoration
Notes
To backup the database
1 From the Explorer Bar’s Tools tab, click the Database
Backup icon.
The Backup window appears.
Figure 3.28
Database backup window
2 Click the … icon to navigate to the desired destination for
the database backup.
3 In the Filename field, enter a name for the backup file.
4 Click Save.
5 Click Backup.
A message appears when the database backup has been
successfully created and saved.
Database restoration
A database restoration can only be performed by
an Operating System Administrator.
To restore a NT500 Series database
1 Ensure that all users are logged off.
2 From the workstation desktop Click Start > Programs >
NT500 Series Tools > Restore Database.
The Restore window appears.
3 Select a file using the browse facility.
4 Click the Restore button.
Upgrading licenses
To obtain a license key you must contact Stanley Security
Systems Tech Support and provide a fingerprint.
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Chapter 3: First-Time NT500 Offline System Installation & Setup
Notes
To obtain a fingerprint from the NT500 System software sever
1 From the main menu click Tools > Upgrade License.
The license key window appears and the fingerprint is
listed.
2 Record the fingerprint number and provide this
information along with the license type needed (NT520,
NT540, or NT550) to Tech Support.
You may locate the representative nearest you by visiting
us on the web at www.stanleysecuritysolutions.com.
Tech Support will provide a license key.
3 After obtaining the license click on New License and enter
the key provided to you.
3 – 50
A
p
p
e
n
d
i
x
A
Glossary of Terms
A–1
Appendix A: Glossary of Terms
Notes
Terms
access group
A way to organize multiple cardholders by granting
members of the group access to specific areas. The
access may be restricted by use of mode profiles.
access level
An access control relationship made between a
reader or readers and a time profile or time profiles.
An access level is assigned to a card for the purpose
of granting access through a reader or readers during a specified time.
activation/deactivation date
ActiveSync
A Microsoft utility designed to synchronize the data
between a PC-based application and a PDA application. ActiveSync is used to synchronize the data
between NT500 System software and NT500 Transport.
admin kit
See office admin kit.
admin reader
See office admin kit.
antipassback
A configuration limiting the ability of consecutive
uses for a card at a reader. Usually, configured with
readers installed on both the secure and non-secure
side of an opening door. Once a card has been used
in a reader to gain access on one side of the opening, the card cannot be used in the same reader
until the card is used to gain access to a reader from
the opposite side of the opening.
area
A space defined by a point of access that includes at
least one door with an electronic lock managed by
the NT500 System Software.
card
The card or token that carries a cardholder’s data.
card ID
A–2
The date that a card becomes active or expires.
Part of the access control information that is
encoded to a card. This information, usually numerical, is unique to a particular cardholder.
card format
The way that data is arranged and ordered on the
card.
cardholder
An individual who is issued a particular card.
Appendix A: Glossary of Terms
chassis type
coercivity
communication port
The designation that defines the physical lock type.
Three types exist: cylindrical, mortise, or exit hardware. See those terms for more information.
The degree of magnetic force needed to encode a
magnetic stripe card.
The connector on the bottom of the NT500 Lock that
allows the lock to be connected to a PDA running
NT500 Transport.
communication
server
A module that allows communication between the
database and door controllers.
controller
A circuit board with on-board memory that is
responsible for making most of the decisions in an
access control system.
cylindrical
Lock chassis that installs into a circular bore in the
door.
diagnostic code
encoder
exit hardware
extended unlock
The code in NT500 Transport that identifies the processing error.
The device, connected to a PC running
NT500 System software, used to encode magnetic
stripe cards.
Lock chassis type that supports the NT500 exit hardware trim lock.
The extra period of time the lock will unlock when
an authorized card with extended unlock privileges
is presented.
facility code
Part of the access control information that can be
encoded to a card. This information, usually numerical, is unique to a group of cards.
Usually this feature is used to authenticate a card to
a particular organization.
input
A hardware connection point used for status reporting of a particular sensor.
A–3
Notes
Appendix A: Glossary of Terms
Notes
issue code
Part of the access control information contained on
a card that allows reuse of the card ID when a card
is lost, damaged, or stolen. Usually one or two digits in length, this code increments forward when
creating a new card. Access is granted only when
the card ID and the issue code match the current
database information.
look ahead
An offline feature where a higher issue code for a
particular card ID knocks out the same card ID with a
lower issue code from an offline lock when the card
ID with higher issue code is presented to the lock.
mortise
NT500 Transport
The application that runs on a PDA designed to
update NT500 locks and retrieve lock history.
office admin kit
Magnetic stripe reader that when connected to a
controller, via a PC running NT500 System Software,
can be used as an encoder.
organizational units
output
passage mode
PDA
programming cable
request to exit
A–4
A lock chassis that installs into a mortised cavity in
the edge of a door.
A means of segregating the NT500 database into
logical units which enables sites to be managed
separately. It prevents unnecessary controller
downloads and prevents operators from editing
sites which they should not have any jurisdiction.
An NT500 on-board relay or switch that is configurable to follow the status of an input, system condition, or a time zone.
The ability to double present an authorized card
within the strike time to unlock an opening. The lock
is returned to its original status by a second, double
presentation of an authorized card.
Personal Digital Assistant.
The cable used to connect the PDA to the NT500
Lock.
A sensor usually installed on the non-secure side of
the door that will mask the door position switch
upon activation.
Appendix A: Glossary of Terms
security level
A security level can be assigned to a card to determine which doors it can open or areas it can access.
A door or area is also assigned a security level and
the security level of the card must be equal to, or
greater than the security level of the door or area to
allow access.
time interval
A specific range of time, which corresponds to a
particular day or days of the week. A time profile
can be comprised of several, individual intervals.
time profile
A defined range of time for assignment to various
access control activities. A time profile may be
applied to a reader or readers when creating an
access level, to a reader to change the mode of
operation, and a host of other operations.
two-card control
unlock duration
The requirement for the presentation of two separate, authorized cards in order to gain entry through
an access controlled opening.
The time that the lock momentarily unlocks.
A–5
Notes
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