SmartLock Pro Plus OPERATOR GUIDE

Transcription

1 SmartLock Pro Plus OPERATOR GUIDE February 2018 Cutting edge simplicity

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3 Table of Contents Introduction... 7 PC Requirements... 8 Step 1. Software Installation... 8 Program Navigation... 9 Step 2. System Properties Accessing the Pro Plus Data Folder Migration from Pro to Pro Plus Serial Communication Devices ibutton Communication Devices Password Setup Change System Password Performance Optimization Step 3. Readers Add Readers Edit and Delete Readers Reader Status Reader Commands RTC Battery Test Reader Communications Reader Statistics Update Date and Time Daylight Savings Time Door Unlock Schedules Step 4. Cardholders Access Schedules Holiday Schedules User Profiles Add Individual Cardholders Add Multiple Cardholders (Bulk Load) Edit and Delete Cardholders Cardholder Searches Save or Print Search Results Search Tips Step 5. History and Audit Setup Panel Memory SmartLock Pro Plus Page 3 of 77

4 View History History Filters Edit a history filter Delete a history filter History Reports Step 6. Alarms Disclaimer Alarm Types Enable Alarms Alarm Setup Enable Alarm Sounds Change the Alarm Sound Acknowledge Alarms Step 7. Tasks Create Reader Task Create User Task Create History Task Step 8. Alarm Panel Disarm Function EnvisaLink 3 Configuration Setting EnvisaLink 3 Static IP Address Add A New Alarm Panel Edit An Alarm Panel Delete An Alarm Panel Alarm Panel Status Icons Assigning Readers And Alarm Panels Entering User Access Codes Appendix Data Backup and Restore Badging SQL Connection Setup Copyright Cansec Systems, Ltd. SmartLock Pro Plus Page 4 of 77

5 Important: SmartLock Pro Plus software only works with SmartLock Pro Plus controllers. SmartLock Pro Plus controllers have firmware SLPPx.x. If the controller has firmware SLPTx.x, it is not a Pro Plus controller, and will not work with Pro Plus software. SmartLock Pro Plus Page 5 of 77

6 CAUTION: EMERGENCY LOCKDOWN Emergency lockdown functions must operate totally independent of the access control system and must not rely on operation of card readers, access control panels, communications networks, communications devices or host software. Cansec accepts no responsibility for direct or consequential damages resulting from the failure of emergency lockdown functions which are dependant in any way on the operation of card readers, access control panels, communications networks, communications devices or host software. SmartLock Pro Plus Page 6 of 77

7 Introduction SmartLock Pro Plus (SLP+) is extremely cost-effective and easy to use. The system is capable of controlling access to 120 doors for up to 4,800 cardholders. The SmartLock single-door control panel supports popular reader technologies such as proximity, ibutton and biometrics. The control panel also supports Cansec 37-bit, standard 26-bit and HID 35-bit Corporate 1000 Wiegand formats. Administrators can use the SmartLock Pro Plus software to void and validate credentials, and set up programmable access schedules and user profiles. User profiles define the readers and access schedules accessible to a group of cardholders. The software also provides the ability to program holidays, unlock schedules, and grant unlock privileges to specific user profiles on an individual reader basis. SmartLock Pro Plus software also offers the ability to issue unlock, relock, and temporary unlock commands to one or multiple readers simultaneously. All programming changes and commands are instantly transmitted to all door controllers. The controller stores all cardholder data in non-volatile memory to ensure continued operation and security in the event that communication to the host PC is lost. Reader events are automatically transmitted to the PC in real time and stored on the hard drive for viewing. Key Features 4,800 cardholder/user capacity 120 door/240 reader capacity Real time communications Programmable access profiles Programmable holidays Automatic door unlock schedules Alarms for forced entry/door held open conditions Bulk card loading Extremely easy to learn and use Important: Pro Plus software supports one (1) connection for each of the add-on software e.g. User Management etc... SmartLock Pro Plus Page 7 of 77

8 PC Requirements Windows 2000, Windows XP, Windows Vista, Windows 7, Windows 2008, Windows 8 and Windows 10 See Microsoft s web site for CPU, RAM and disk space requirements for the aforementioned operating systems CD/DVD-ROM drive Network adapter (if using Canlan network communications device) Serial port (if using CLA50 serial communications device) USB port (if using CLAUSB or Air-485 communications device) Step 1. Software Installation NOTE: You must be logged in to the computer as an Administrator in order to install this program. 1. Insert the SmartLock Pro Plus software CD into your computer's CD- ROM drive, or download it from cansec.com/downloads. 2. Select Install SmartLock Pro Plus Software. 3. At the welcome screen, click Next. 4. Choose a destination folder and click Next. 5. Select or deselect the option to create a desktop shortcut for Pro Plus. 6. Select which language version you want to install: English, French, or Spanish. Click Next. 7. Click Install to begin the installation. 8. Click Finish to complete the installation. 9. Run SmartLock Pro Plus by going to: Start > All Programs > Smartlock Pro Plus > Launch Smartlock Pro Plus. Or, click on the SmartLock Pro Plus desktop shortcut, if you chose to have one created during the installation process. If you are using Windows 8.1, select the SmartLock Pro Plus tile from the Start SmartLock Pro Plus Page 8 of 77

9 screen, or pull up the sidebar, click Search (and select Apps if using Windows 8), search for Smartlock Pro Plus, then click the program s icon to launch the program. PROGRAM NAVIGATION On the main menu, program icons are located on the left side of the screen. These icons change from black & white to colour when selected. While in the selected view, other buttons and menu functions specific to that view may become available. View real-time transactions transmitted to and received from SmartLock door control panels. Add, edit and delete readers. Initiate unlock, relock, lockout and download commands. Add, edit and delete cardholders. Modify any of the thirty (30) access schedules used to specify access times. Add, edit and delete profiles. Profiles are templates that define reader access privileges. Modify any of the sixty (60) unlock schedules used to specify automatic unlock times. Modify any of the sixty (60) holidays. Holiday access is specified in profiles. View historical transactions stored on the PC s hard drive. Run basic queries. View and acknowledge alarms such as Forced Entry and Door Held Open. View and schedule tasks that will execute at specified times. Add and view Alarm Panels that can be disarmed via cardholder Access Granted event. SmartLock Pro Plus Page 9 of 77

10 Step 2. System Properties This section describes the initial steps to configure the SmartLock Pro Plus system. These steps are typically done by the installation company or system administrator. Software settings are saved to the default location C:\Program Files\Cansec Systems Ltd\Smartlock Pro Plus\Data under Windows 2000 and XP. For Windows Vista, 7, 2008, 8 and 10, the location is C:\ProgramData\Cansec\Smartlock Pro Plus\Data. It is good practice to back up this data folder on a regular basis and when any significant changes have been made. See Data Backup and Restore section in the Appendix for instructions on backing up Pro Plus data files. ACCESSING THE PRO PLUS DATA FOLDER NOTE: On Windows 7, 8 and 10, the ProgramData folder is hidden by default. Follow the steps below to unhide the ProgramData folder. On Windows 7: Using the Windows Explorer, navigate to your PC s C Drive. On the toolbar at the top of the window, click Organize -> Layout -> Menu Bar. SmartLock Pro Plus Page 10 of 77

11 You will now have access to a second toolbar at the top of the window. Click on Tools -> Folder Options. The Folder Options window will appear. Click on the View tab, and in the Advanced settings: list find the Hidden files and folders heading, then select the option Show hidden files, folders, and drives. After you have selected this setting, click OK. SmartLock Pro Plus Page 11 of 77

12 You will now be able to see the ProgramData folder. SmartLock Pro Plus Page 12 of 77

13 On Windows 8, Windows 10: Using the File Explorer, navigate to your PC s C Drive. On the toolbar at the top of the window, click on the View tab, and tick off the box beside Hidden items. You will now be able to see the ProgramData folder. MIGRATION FROM PRO TO PRO PLUS If you had SmartLock Pro and wish to migrate its data to SmartLock Pro Plus, you can do so by simply copying the contents of the Pro Data folder to the Pro Plus Data folder. If you installed SmartLock Pro to the default location on Windows 2000 or XP, the data folder will be located at C:\Program Files\SmartLock Pro\Data. If you installed SmartLock Pro to the default location on Windows Vista, 2008, 7, 8,10, the data folder will be located at C:\ProgramData\Cansec\SmartLock Pro\Data. SmartLock Pro Plus Page 13 of 77

14 SERIAL COMMUNICATION DEVICES If you are using a serial communications device (CLAUSB or CLAUSB2) follow the steps below to configure the device. If you are using this device with Windows 8, just connect the CLAUSB or CLAUSB2 to the PC to download and install the correct drivers, and skip to Step 3. If you are using a network communications device (Canlan), skip this section. 1. Download the CLAUSB Driver file from cansec.com/downloads. 2. Follow the on-screen prompts to install the drivers. 3. When you are finished installing the drivers, go to Start > All Programs > Smartlock Pro Plus > Launch Smartlock Pro Plus. If you are using Windows 8.1, select the Smartlock Pro Plus tile from the Start screen, or pull up the sidebar, click Search (and select Apps if using Windows 8), search for Smartlock Pro Plus, then click the program s icon to launch the program. 4. From the SmartLock Pro Plus main menu, go to File > Setup. 5. The Configuration window will appear. 6. Choose a communications port from the drop-down menu. Note: If the communication port is an Air-485 port then check off Air-485 Port. Otherwise leave it unchecked. TCP/IP Server Port for MUT Tool only needs to be checked off if using the Momentary Unlock Tool add-on software (see Momentaty Unlock Tool Operator Guide for setup & operation instructions). SmartLock Pro Plus Page 14 of 77

15 Baud rate selection is needed only when the communication line driver is being shared between SmartLock door control panels and Zodiac Max readers. Otherwise, leave 9600 as the default baud rate. 7. If you do not know the port number, go to Start > Control Panel > System. Click on the Hardware tab and choose Device Manager. Expand the Ports section to display the port number (shown in brackets). If you are using Windows 8.1, pull up the sidebar, (and if using Windows 8, select Apps ) then Search for Control Panel and select it. Click on Device Manager and expand the Ports section to display the port number. Refer to the CLAUSB configuration guide for jumper settings. 8. If you are finished configuring the system properties, click OK. ibutton COMMUNICATION DEVICES If you are using ibutton readers and keyfobs, follow the instructions below to load information about the USB programming kit. 1. From the SmartLock Pro Plus main menu, go to File > Setup. In the Configuration window, click ibutton Adapter Setup. 2. Plug the blue USB adaptor into a USB port on your computer. SmartLock Pro Plus Page 15 of 77

16 3. Click Load. 4. The serial number of the USB adapter will appear as shown below. Each USB adapter has a unique serial number. If you change adapters, you will need to repeat this step. 5. Click OK. 6. If you are finished configuring the system properties, click OK. PASSWORD SETUP To restrict access to the SmartLock Pro Plus software, follow the instructions below to require a system password when the software is run. This section is optional. 1. In the Password section of the Configuration window, check the Enable password protection box. SmartLock Pro Plus Page 16 of 77

17 The Enter Password field will appear. The software ships with no password assigned. Enter the password you wish to use. 2. If you are finished configuring the system properties, click OK. CHANGE SYSTEM PASSWORD To change an existing password: 1. Check the Change system password box. 2. Enter the old password and the new password. 3. When you are finished configuring the system properties, click OK. NOTE: For more information about configuring the History and Auto Void/Validate options, see the History and Cardholder sections. PERFORMANCE OPTIMIZATION If your version of Pro Plus is older than 3.5.4, it is highly recommend that you run the Performance Optimization. This will export the photos to files, which will improve performance of the software. Click on Help -> About SmartLock Pro Plus to find your software version. To run this process: SmartLock Pro Plus Page 17 of 77

18 1. Go to File -> Performance Optimization. 2. The following prompt will appear: Read the information carefully, then click Proceed. SmartLock Pro Plus Page 18 of 77

19 Step 3. Readers NOTE: Once readers have been added, you may switch between Icon View and Detailed View to view additional information about the readers. These buttons are also available for User View, Access Schedule View, Profile View, Unlock Schedule View, Holiday View, and Alarm Panel View. button changes to when pressed. ADD READERS 1. From the SmartLock Pro Plus main menu, click the Reader icon. 2. Click New. 3. The Controller Definition window will appear. 4. On the Identification tab: Each controller is assigned a unique Logical ID from 1 to 120. The Controller Address setting currently supports SmartLock Pro Plus Page 19 of 77

20 from 1 to 30. For a system that has more than 30 controllers, the Controller Addresses will be repeated from 1 to 30, but those controllers must be on a separate bus (CanLan, AIR-485, CLAUSB or CLAUSB2) to avoid physical address conflict. See the SmartLock Controller Installation Manual for more information. Logical Id Number - Assigned a unique address from 1 to 120. This address does not have to match the controller's physical address. Controller Address Enter a number from 1 to 30. This address must match the controller s physical address. Logical ID: 1 1 Logical ID: 2 Logical ID: 30 Controller Address: 1 Controller Address: 2 Controller Address: 30 Logical ID: 31 1 Logical ID: 32 1 Logical ID: 60 Controller Address: 1 Controller Address: 2 Controller Address: 30 Logical ID: 61 1 Logical ID: 62 1 Logical ID: 90 Controller Address: 1 Controller Address: 2 Controller Address: 30 Logical ID: 91 1 Logical ID: 92 1 Logical ID: 120 Controller Address: 1 Controller Address: 2 Controller Address: 30 NOTE: The address of the panel is set using DIP switches 1 through 6. Refer to the SmartLock Controller Installation Manual for more details. 5. Enter a name for the reader. SmartLock Pro Plus Page 20 of 77

21 6. If there is an exit reader attached to the same panel as the main reader, enter a name for the exit reader. 7. Click on the Connection tab. 8. If you are using a serial communications device (e.g. CLAUSB) select Direct Serial Connection. 9. If you are using a Canlan, select Network Connection and enter the IP address (or host name) and port number provided by your systems administrator. SmartLock Pro Plus Page 21 of 77

22 10. Click on the Relay Setup tab. 11. The SmartLock door control panel's built-in OP2 relay can be used to trigger a siren, strobe light, or other device when Forced Entry or Door Held Open events occur. 12. Select which event(s) will trigger the relay. 13. If door contacts are installed, but there is no request-to-exit button or pushbar at the door, a Forced Entry event will occur whenever someone exits the door. To disable forced entry detection in this case, check the Disable Forced Entry Detection box. 14. If a request-to-exit button, pushbar, or similar device is installed at the door, check Unlock on RTE to activate the lock when a request-to-exit event occurs. SmartLock Pro Plus Page 22 of 77

23 15. Click the Intervals tab. 16. If desired, adjust the intervals. Unlock Time Door Held Open Time Anti-Passback Time This is the number of seconds the door will remain unlocked after an access granted event. Maximum 60 seconds. This is the number of seconds the door can be propped open for before a Door Held Open alarm event is generated at the PC (door contact required). Maximum 60 seconds. This is the number of minutes that must pass before a cardholder can reuse his credential at a reader. Default time is 0 minutes (disabled). Maximum 255 minutes. SmartLock Pro Plus Page 23 of 77

24 17. Click on the History tab. 18. Select the events that will appear in the Event View window and be stored in the audit file. If the control panel is not online with the PC, the events will be stored in the audit buffer. Note: Record Door Held Open Events must be selected for events from Exit Reader to be recorded. 19. Click OK to save the reader settings. 20. Repeat for all readers. NOTE: For more information about configuring the Schedule and DVR settings, see the Schedules section and SmartLock Pro Plus DVR Operator Guide. EDIT AND DELETE READERS To edit a reader's settings, click the reader you wish to edit and click the Edit icon on the toolbar. To delete a reader, click the reader you wish to delete and click the Delete icon on the toolbar. SmartLock Pro Plus Page 24 of 77

25 READER STATUS Double-click a reader to view its status. Status notifications will be indicated by a check mark in the appropriate box. READER COMMANDS Reader commands may be issued from the Reader Status window (see previous section), the toolbar, or the Commands menu on the menu bar. SmartLock Pro Plus Page 25 of 77

26 READER COMMAND Unlock Unlock Momentarily Relock Lockout Lockout Off Download RTC Battery Test DESCRIPTION Unlocks a door in a maintained state. Door must be relocked by a command or by a schedule. Unlocks a door momentarily for the time specified in the reader configuration. Relocks an unlocked door. Disables a reader so that no cardholders can unlock the door. Useful to prevent access to a hazardous area. Remove the Lockout condition from a locked out reader. If any programming was performed while controllers were offline, it will be necessary to perform a download. Performs a test to see if the RTC battery on the panel associated with the selected reader still holds a charge. RTC BATTERY TEST The RTC Battery Test function can be used to check the status of the RTC battery on a panel. Select the reader associated with the panel you want to test, and click on Commands > RTC Battery Test. If the battery is still good, the following message will appear in the Event View: If the battery is dead, the test result will read Failed, and the battery must be replaced. If the panel associated with the reader being tested is offline, the test result will come back Communications Failure. You can also use the Tasks function to schedule the RTC Battery Test to automatically run at specified times. See Step 7. Tasks for further information. SmartLock Pro Plus Page 26 of 77

27 READER COMMUNICATIONS To test communications between the control panel and the communications device (CLAUSB, CLAUSB2, Canlan or Air-485), initiate a momentary unlock command: 1. Select the reader. 2. Go to Commands > Unlock Momentarily. 3. Click the Event icon. 4. The unlock event will appear in the Event View window. SmartLock Pro Plus Page 27 of 77

28 READER STATISTICS You can also view the communications between the control panel and the communications device by checking the reader statistics: 1. Go to View > Statistics. 2. Online controllers are indicated by a Green icon and offline controllers by a Red icon. 3. You can attempt to restore communication with offline controllers by going to File -> Clear Reader Timeouts. SmartLock Pro Plus Page 28 of 77

29 UPDATE DATE AND TIME The SmartLock Pro Plus software synchronizes the date and time of all readers with the date and time of the host computer. The date and time of all readers is automatically updated once a day if the following conditions are met: The readers are online The software is running A date and time command has not already been initiated on that day To manually update the date and time of your system's panels: 1. Click the Reader icon. 2. Select the reader(s) you wish to update. 3. Go to Commands > Date and Time. HINT: Click-and-drag to select multiple readers. DAYLIGHT SAVINGS TIME To manually adjust the date and time for daylight savings changes, when running Windows 7 or 8: 1. Make sure the date and time are correct on the host computer. SmartLock Pro Plus Page 29 of 77

30 2. To adjust the computer's date and time, click the time display on the taskbar. This must be done while in the traditional desktop view if running Windows To have the computer's time automatically updated when daylight savings changes occur, click Change date and time settings and in the box that pops up click Change time zone. From here, check Automatically adjust clock for daylight savings changes. 4. When the computer's date and time is correct, update the SmartLock door control panel s date and time by going to Commands > Date and Time. Alternatively, leave the SmartLock Pro Plus software running overnight and it will update the date and time on the controllers based on the date and time of the computer. SmartLock Pro Plus Page 30 of 77

31 DOOR UNLOCK SCHEDULES Unlock schedules automatically lock and unlock doors at specific times and days. To create a new unlock schedule: 1. Click the Unlock Schedule icon. 2. Double-click one of the 60 available unlock schedules. 3. Enter a name for the unlock schedule. 4. Click-and-drag to select the times and days when the door will be automatically unlocked. Selected times will turn green. 5. Click OK. 6. Now associate the unlock schedule with a reader. 7. Click the Reader icon. 8. Click the desired reader and click Edit. 9. Click the Schedule tab. SmartLock Pro Plus Page 31 of 77

32 10. Select the unlock schedule from the drop-down list. 11. Check Execute Unlock Schedule on Holidays if you would like the door to automatically unlock even on holidays (see next section for programming holidays). 12. Check Execute After First Card Use Only if you would like the unlock schedule to take effect only after a valid access granted event. 13. Click OK. Step 4. Cardholders ACCESS SCHEDULES Access schedules specify when cardholders can use their credentials to access a door. To create a new access schedule: 1. Click the Access Schedule icon. 2. Double-click one of the thirty available access schedules. 3. Enter a name for the access schedule. SmartLock Pro Plus Page 32 of 77

33 4. Select the days and times when cardholders can use their credentials to unlock a door. 5. Click OK. HOLIDAY SCHEDULES Holidays can be defined so that automatic door unlock schedules and access schedules do not take effect on the specified day. To create a new holiday: 1. Click the Holiday icon. 2. Double-click one of the 60 available holiday schedules. 3. Use the arrows to select the month, and then click on the desired day. Holidays do not repeat and should be updated on a yearly basis. 4. Click OK. SmartLock Pro Plus Page 33 of 77

34 USER PROFILES User profiles specify which doors a group of cardholders can access, and link those doors with access schedules that define when those cardholders can access them. To create a new user profile: 1. Click the Profile icon. 2. Click New. 3. On the Name tab, enter a name for the user profile. 4. On the Access tab, click on a reader. 5. Click an access schedule, then press the Apply button to assign the access schedule to the reader. SmartLock Pro Plus Page 34 of 77

35 6. Cardholders who belong to this profile will only be able to access the reader during the times specified in the access profile. 7. Repeat for all readers you want this group of cardholders to have access to. 8. On the Holidays tab, select which reader the cardholders belonging to this profile can access during a holiday. 9. This step is optional. On the Special tab, select the readers that the cardholders belonging to this profile can lock or unlock in a maintained state by presenting their credential twice (doublebumping). 10. The Alarm Panel tab is used to link Readers and Alarm Panels for use with the alarm panel disarming feature (DSC or Honeywell alarm panels & EnvisaLink 3 modules required. See Alarm Panel Disarm Function section for setup & operation instructions). 11. Click OK. ADD INDIVIDUAL CARDHOLDERS 1. Click the User icon. 2. Click New. 3. On the Identification tab, enter the 10-digit User ID number of the cardholder. NOTE: The first five digits are the system code and the last five digits are the credential ID number. If necessary, add leading zeroes to the system code or credential ID number so they are both 5 digits long. SmartLock Pro Plus Page 35 of 77

36 4. If you are using ibutton fobs, snap the cardholder's fob into the programming wand (and connect to the computer via the USB adaptor) and click Read ibutton. The ID of the ibutton fob will appear in the User ID field. 5. Enter the name of the cardholder. Keep in mind that cardholder searches are case sensitive, so enter all names using the same convention. 6. If you require the use of PIN codes (applicable only when using the P- 640 Proximity/Keypad Reader and CARD+PIN module), they can be generated in the PIN Code section. If this function is not required, leave it blank. Otherwise, select the Wiegand format of the cards being used, 26 or 37-bit, and a PIN will be generated. The bit format will be saved and the selection will affect all cards. 7. If you would like the credential to be automatically validated/voided, (optional) enable Auto Void and Validation by going to File > Setup. 8. Check the Enable auto void and validation box. 9. Choose a time at which you'd like the SmartLock Pro Plus software to do a daily auto validate/void update. 10. Click OK. SmartLock Pro Plus Page 36 of 77

37 NOTE: The SmartLock Pro Plus software must be running for the auto validate/void feature to take effect. 11. On the Identification tab, enter auto validate/void dates. 12. The cardholder's credential will be automatically validated/voided. 13. To restrict the number of times the cardholder can use his credential, check Limited Use Card and enter the maximum number of times the credential can be used in the Maximum Use Count field. When the maximum use count is reached, you will receive a User Voided event message and the credential will no longer be valid. NOTE: To add more uses to the credential after it has been voided, increase the maximum use count, and then select an access profile from the Access tab. 14. Click on the Fields tab. 15. Enter optional information about the cardholder. SmartLock Pro Plus Page 37 of 77

38 NOTE: Unless you are using the alarm panel disarming feature (see Alarm Panel Disarm Function section for requirements, installation and operation information), leave the Alarm Panel Access Code field empty, and the box unchecked. 16. To name the fields so that a descriptive title appears beside each field, go to File > User Titles. 17. Enter a descriptive title for each field and click OK. 18. The new field names will appear on the Fields tab. SmartLock Pro Plus Page 38 of 77

39 19. Add any additional information about the cardholder or credential on the Notes tab. 20. Click the Access tab. 21. Choose an access profile from the drop-down menu. 22. Click OK. 23. If the system's panels are online, the user data will be automatically downloaded. 24. Click the Photo tab. SmartLock Pro Plus Page 39 of 77

40 25. If you have Asure ID Photobadging software installed, you may capture a photo of the user with your PC s webcam by clicking the Capture button. You may also upload an image that has been previously taken by clicking Load Image. 26. If you have Asure ID photobadging software and have created a badge template, the Print Preview button will show you a preview badge for the currently selected user. 27. The Print button will let you choose the settings and printer you wish to print your badge with. 28. The Settings button allows you to load a list of card templates you have created with the Asure ID badging software, and select which template you want your badges to preview/print with. Click on Load Templates and Printer to populate the Template list and Printer list SmartLock Pro Plus Page 40 of 77

41 dropdowns with available templates/printers, and select the appropriate options. 29. Select the appropriate Capture Technology Type for your camera from the dropdown list. For details on creating badge templates, see Badging section in the Appendix. ADD MULTIPLE CARDHOLDERS (BULK LOAD) For new systems, you may wish to Bulk Load cardholders. This operation will add a range of credential IDs and apply a specific access profile. This is useful for programming a large number of cardholders to get your system operational as quickly as possible. The Bulk Load feature cannot program cardholder names or other cardholder-specific information, but this can be done later when it is convenient for the administrator of the system. NOTE: ibutton credentials cannot be bulk loaded. 1. Click the User icon. SmartLock Pro Plus Page 41 of 77

42 2. Go to File > User Bulk Loader. 3. Enter an optional Base Name. The base name will appear as a prefix to the card ID number. In the example shown above, the base name is User ID: 4. Enter the 10-digit Starting ID and Ending ID numbers. NOTE: The first five digits are the system code and the last five digits are the credential ID number. If necessary, add leading zeroes to the system code or credential ID number so they are both 5 digits long. SmartLock Pro Plus Page 42 of 77

43 5. Choose an increment number. The default increment is 1, which will load every ID from the Starting ID to the Ending ID. Choosing 2 will load every other ID, and 3 will load every third ID. 6. Select an access profile from the drop-down menu. This access profile will be applied to all cardholders in the ID range specified. 7. Click Proceed to bulk load the users. 8. Click Done. 9. Select the Reader(s) these users will have access to, and select Download to have the controller updated with the new users. EDIT AND DELETE CARDHOLDERS To edit a cardholder's settings, double-click the cardholder you wish to edit, or select the cardholder and click the Edit icon on the toolbar. To delete a cardholder, click the cardholder you wish to delete and click the Delete icon on the toolbar. NOTE: Communication must be established between the software and controller for the user to be deleted from the controller. If there is no communication between them, the deleted user will remain in the controller until communication is re-established. CARDHOLDER SEARCHES There are a number of options available for searching for a cardholder. These are selected from the search toolbar. Available search options include: Select All Records - Displays all records in order of ID number. Search By ID - Specify an ID range by entering values in the From and To fields. ID numbers in the range specified will be displayed. To search for a specific ID, enter the ID in the From field. SmartLock Pro Plus Page 43 of 77

44 Search By First Name - Enter a user s first name or part of a user s first name in the From field to display users with that name. Enter a first initial in the From field to display users with that initial, or enter different initials in the From and To fields to display users with first names that fall in that range of letters. Search criteria is case sensitive. Search By Last Name - Enter a user s last name or part of a user s last name in the From field to display users with that last name. Enter a last initial in the From field to display users with that initial, or enter different initials in the From and To fields to display users with last names that fall in that range of letters. Search criteria is case sensitive. Search By User Information Fields - Enter a phone number, department, or other optional data saved in the user information fields to display users with that information. 1. Select one of the search methods from the drop-down menu. 2. Entered the desired data in the From and To fields. 3. Click Search to view the users who match the criteria you entered. SmartLock Pro Plus Page 44 of 77

45 SAVE OR PRINT SEARCH RESULTS 1. If you want to save a user search, go to File > Report. 2. Enter a name for the report. Choose a document format and a report type. If necessary, click Browse to select a location where the report should be saved to, then click OK. Otherwise, it will be saved to the Data folder of the SmartLock Pro Plus software. 3. This will open the report in Notepad. SEARCH TIPS 1. Search values are case sensitive. 2. If the From and To fields are blank, all records are displayed. 3. If you defined names for the user information fields, the field names will be displayed in the search criteria drop-down menu. SmartLock Pro Plus Page 45 of 77

46 4. To display all users again, choose the Select All Records option and click Search. Step 5. History and Audit SETUP The SmartLock Pro Plus software records all events on the computer's hard drive. Because SmartLock Pro Plus is a real-time system, these events are constantly being recorded in one file, called the Current History File. To specify the size of the current history file: 1. Go to File > Setup. 2. Enter the Number of Transactions per Table. Once the current history file reaches the specified number of transactions per table, it is archived as a backup file for future viewing and reporting. 3. Enter the Number of History Tables to Retain. Once the number of history tables reaches the maximum, the oldest backup table will be deleted to make room for the newest file. PANEL MEMORY The SmartLock door control panel holds a maximum of 1,000 events in memory. This is useful to know when the panel is offline and events cannot be sent to the computer. When 1,000 events have been stored in the onboard memory, a new event will replace the oldest event. SmartLock Pro Plus Page 46 of 77

47 VIEW HISTORY To view all history events stored in the Current History File: 1. Click the History icon. 2. The current history events will be displayed. To view archived history events in backup files: 3. Select a backup file from the Select History Table drop-down menu. HISTORY FILTERS History filters make it easy to find specific events. You can use a history filter to search for events based on: date and time, event type, user name, etc. History filters can be saved to make future searches faster. To create a history filter: 1. Click the History icon. 2. Click the New/Edit button from the history toolbar. SmartLock Pro Plus Page 47 of 77

48 3. Enter a name for the history filter. 4. Select Period if you want the filter to retrieve all events that occurred within a range of dates. Enter the dates and times in the From and To fields. Or, select Daily if you want the filter to retrieve all events that occurred between 12:00am and 11:59pm on the day you run the filter. 5. Select the type of event(s). 6. Enter a user name or User ID to retrieve events from only this user (optional). 7. Select a reader or readers. The filter will only retrieve events that occurred at the selected reader(s). 8. Click Save to store the filter for future use. The filter will be saved to the SmartLock Pro Plus data folder. 9. Select a History Table, then choose the saved filter from the dropdown menu on the history toolbar and click Run. SmartLock Pro Plus Page 48 of 77

49 10. The filter results will be displayed in the history view menu. 11. To reset the display to show all events in the history file, select All Events from the drop-down menu and click Run. EDIT A HISTORY FILTER 1. Click New/Edit on the History toolbar. 2. Click Open. SmartLock Pro Plus Page 49 of 77

50 3. Select the desired history filter and click Open. 4. Edit the filter as necessary and click Save. DELETE A HISTORY FILTER 1. In the Select Filter dropdown list, choose the filter you would like to delete. 2. Click Delete, and the selected filter will be deleted. SmartLock Pro Plus Page 50 of 77

51 HISTORY REPORTS To save the results of a history filter: 1. Go to File > Report. 2. Enter a name for the report. Choose a document format and a report type. If necessary, click Browse to select a location where the report should be saved to, then click OK. Otherwise, it will be saved to the program data folder of the SmartLock Pro Plus software. 3. This will open the report in Notepad. SmartLock Pro Plus Page 51 of 77

52 Step 6. Alarms DISCLAIMER NOTE: The computer and the Pro Plus software must be left running in order for Alarms to be generated. IMPORTANT: This system is designed and intended to be used as an access control system. Under no circumstances should the product be used as primary monitoring for a fire alarm system, or any other life safety applications. ALARM TYPES ALARM EVENT Access Denied In Database Access Denied Not In Database Door Held Open Forced Entry No Communications Access Denied Time Zone DESCRIPTION A cardholder in the database has attempted to gain access to a door for which he/she does not have access during that time. A cardholder not in the database has attempted to gain access to a door. The door has been propped open longer than the time specified in the reader setup. The door has been opened without a valid card use or exit button usage. The controller has lost communications with the host PC. A cardholder attempted to gain access to a door outside of their access schedule. ENABLE ALARMS When alarms are enabled, the alarm events (above) will be displayed in the Alarm View window (called the Alarm Queue). To enable alarms: 1. Click the Alarm icon. SmartLock Pro Plus Page 52 of 77

53 2. Click Queue on the Alarm toolbar. 3. Now select which alarm events will be displayed in the queue by following the instructions in Alarm Setup (see next section). ALARM SETUP 1. Click Setup from the Alarm toolbar. 2. Select the readers you wish to monitor. Only alarms generated at the selected door(s) will appear in the alarm queue. 3. Select the event(s) that will appear in the alarm queue. SmartLock Pro Plus Page 53 of 77

54 4. To receive notification when an alarm occurs, check the Enable Alarms box (optional). 5. The alarms settings should be filled in by experienced IT personnel. NOTE: If the host computer is using Microsoft Outlook, you can retrieve the SMTP server information by going to Tools > Options > Mail Setup > Accounts... Double-click on an available account. The SMTP server information will be displayed in the outgoing mail server field. SmartLock Pro Plus Page 54 of 77

55 ENABLE ALARM SOUNDS To have alarms trigger a sound at the host computer: 1. Click Sound on the Alarm toolbar. To silence an alarm without acknowledging it (see Acknowledge Alarms section below), click the Sound button again - this will turn the sound off. Remember to turn it back on if you wish to have sound enabled for future alarms. CHANGE THE ALARM SOUND SmartLock Pro Plus uses the Windows default sound file for Exclamation events. To change the sound file: 1. If you are using Windows 8.1, pull up the sidebar, click Search (and if using Windows 8 select Apps), search for Control Panel and select it. Click on Sound. On older versions of Windows, go to Control Panel > Sounds and Audio Devices. 2. Click on the Sounds tab. 3. Scroll down to the Exclamation event. 4. Select a new sound file from the drop-down menu. SmartLock Pro Plus Page 55 of 77

56 5. Click OK. ACKNOWLEDGE ALARMS Alarm events will remain in the alarm queue until acknowledged. To acknowledge an alarm: 1. Select the desired alarm(s). 2. Click Ack on the Alarm toolbar. SmartLock Pro Plus Page 56 of 77

57 Step 7. Tasks NOTE: The computer and the Pro Plus software must be left running in order for Tasks to be carried out. In the Task view you can create, edit, delete and view three types of tasks: Reader, User and History. A task is a reader, user, or history-related event that you can schedule to occur or reoccur automatically at a specified date and time. CREATE READER TASK A Reader Task can be set up to carry out scheduled Unlock Maintained, Relock, Unlock Momentary, Lockout On, Lockout Off, and RTC Battery Test functions. To create a new Reader task: 1. Click on the Task icon. 2. Click New. 3. The New Scheduled Task window will appear. SmartLock Pro Plus Page 57 of 77

58 4. Choose Reader as the task type from the dropdown menu. Use the and selection buttons to choose which readers this task will apply to. 5. From the dropdown list, choose the function you want this task to carry out. 6. Choose the date and time you want the task to occur at, or choose the time and dates you want the task to repeat on. 7. Enter a name for this task, then click OK to create it. SmartLock Pro Plus Page 58 of 77

59 CREATE USER TASK A User Task can be set up to automatically change a user s access profile at a specified date and time. NOTE: The access profile change will be permanent, unless another task is created to change the profile back to the original profile, or the user s profile is changed back manually. To create a new User task: 1. In the New Scheduled Task window, select User from the dropdown list. 2. Use the and selection buttons to choose which users this task will apply to. 3. From the dropdown list, choose the access profile that you want the user s profile to be changed to. SmartLock Pro Plus Page 59 of 77

60 4. Choose the date and time you want the task to occur at, or choose the time and dates you want the task to repeat on. 5. Enter a name for this task, then click OK to create it. CREATE HISTORY TASK A History Task can be set up to generate a report, based on selected history tables and history filters, at a specified date and time. To create a new History Task: 1. In the New Scheduled Task window, select History from the dropdown list. SmartLock Pro Plus Page 60 of 77

61 2. Use the and selection buttons to choose which history tables this task will apply to. 3. Optionally, and if you have previously created a history filter(s), you may select one to be applied to the History Task. Applying a history filter to a History Task will automatically select all History Tables. 4. Choose the date and time you want the task to occur at, or choose the time and dates you want the task to repeat on. SmartLock Pro Plus Page 61 of 77

62 5. Click Browse to select the location where you wish this file to be saved, then enter a file name and click Save. NOTE: A suffix including the date and time of the report will be added to the file name, so that files with the same report name will not be overwritten. The suffix format is YYYYMMDDHHmmSSmmm, where: YYYY is year MM is month DD is day HH is hour mm is minute SS is second Mmm is millisecond For example, a report given the name example and created on 2014, February 25, at 05:10: would be saved as example txt or example csv. 6. Enter a name for this task, then click OK to create it. SmartLock Pro Plus Page 62 of 77

63 Step 8. Alarm Panel Disarm Function With the alarm panel disarm function, it is possible for an alarm panel to be disarmed automatically when an Access Granted event occurs in the SmartLock Pro Plus software. This is made possible by an EnvisaLink 3 security module which connects the SmartLock Pro Plus host PC and DSC or Honeywell (Ademco) alarm panel together via TCP/IP. ENVISALINK 3 CONFIGURATION If you have not already set up your EnvisaLink 3 module, see the following website for directions on how to do so: If using a Honeywell system, you must follow the additional setup steps at: SETTING ENVISALINK 3 STATIC IP ADDRESS Before using this feature, you will need to set a static IP address for the EnvisaLink module and disable the DHCP. To do this, you must first determine the address of your EnvisaLink module. This can be done by running the Command Prompt application and typing ping envisalink. The IP address will be listed on the Ping statistics for xx.x.x.xxx line. SmartLock Pro Plus Page 63 of 77

64 Open your internet browser and input the IP address of your EnvisaLink module. You will be prompted to enter a user name and password the default user name and password are both user. Once logged in, click on the Network link at the top right side of the page. SmartLock Pro Plus Page 64 of 77

65 On the Network page, change the IP address to an unused IP address, check off the box beside Make Network Settings Static?, then click Submit. SmartLock Pro Plus Page 65 of 77

66 ADD A NEW ALARM PANEL In the Alarm Panel View, we can add, edit, and delete alarm panels, as well as view the status of the panels that have been added. SmartLock Pro Plus Page 66 of 77

67 To add a new alarm panel, click New while in the Alarm Panel View. The New Alarm Panel Definition window will appear. There are eight fields in the New Alarm Panel window: Alarm Panel Type is the type of panel that is being connected. Alarm Panel Name is the name that will be displayed in the Alarm Panel view. Description provides a spot for a short description of this alarm panel. Filling in this field is optional. IP Address will be the IP address of the EnvisaLink module. You can determine the IP address of the module by running the Command Prompt application and typing ping envisalink. Port will be the port number of the EnvisaLink module. The default port number is Default Access Code is used for Pro Plus users who do not have their own alarm system access code, but may be required to disarm a certain alarm panel when their card is presented to the associated reader. These users can be assigned a common access code in this field the box beside Default Access Code must be checked for this function to work. If this SmartLock Pro Plus Page 67 of 77

68 function is not needed, leave the box unchecked. EnvisaLink Password is the logon password for the EnvisaLink module. The default password is user. Partition specifies which of the DSC alarm panel partitions is being controlled. Generally, only the first one is used, but all 8 partitions can be controlled separately. Checking off at least one Partition is mandatory. After adding the new alarm panel(s), restart the SmartLock Pro Plus software. EDIT AN ALARM PANEL To edit an existing alarm panel, click Edit while in the Alarm Panel View. The Edit Alarm Panel Definition window will appear. Make changes to any of the fields, then click OK. Restart the SmartLock Pro Plus software for the changes to take effect. SmartLock Pro Plus Page 68 of 77

69 DELETE AN ALARM PANEL An existing alarm panel can be selected and deleted by clicking the Delete button while in the Alarm Panel View. ALARM PANEL STATUS ICONS There are 4 different colours to indicate the status of an alarm panel. Grey indicates a disconnected alarm panel: Yellow indicates a connecting alarm panel: Green indicates a panel that is connected and ready to arm: Red indicates a panel that is connected and armed: SmartLock Pro Plus Page 69 of 77

70 ASSIGNING READERS AND ALARM PANELS On the Alarm Panel tab of the Profile window, we can assign which readers can disarm which alarm panels. Select a reader from the Readers pane by clicking on it, then select an Alarm Panel from the alarm panel pane by clicking on it, then click Apply to link them. Now when a user who has been assigned this access profile triggers an Access Granted event at a valid reader, a disarm command will be sent to the associated alarm panel. SmartLock Pro Plus Page 70 of 77

71 ENTERING USER ACCESS CODES On the Fields tab of the User window, there is a space to input an alarm access code. If the user has a code for the alarm system, check off the box beside Alarm Panel Access Code and enter the user s access code in the text field. If the user doesn t have a code, leave the box unchecked and the text field blank. SmartLock Pro Plus Page 71 of 77

72 Appendix DATA BACKUP AND RESTORE Back-up your data! Settings defined in the software such as Readers, Users and Profiles are saved to the default location C:\Program Files\Cansec Systems Ltd\SmartLock Pro Plus\Data under Windows 2000 and XP. For Windows Vista, 7, 2008, 8 and 10, the location is C:\ProgramData\Cansec\Smartlock Pro Plus\Data. It is good practice to back up this folder on a regular basis and when any significant changes have been made. Ideal locations to save a back-up copy of your data folder would be in another location on your computer, on portable memory (flash disk or CD-RW) or another computer or drive on your network. You may back up your Pro Plus data files from within the SmartLock Pro Plus software: 1. Go to File -> Backup Data Folder. Important: If using SQL database then database backup must be configured and handled by the IT personnel in addition to the backup aforementioned. SmartLock Pro Plus Page 72 of 77

73 2. Browse to the location where you want your backup files to be saved. NOTE: You should create a folder specific to these files beforehand. This data backup process will NOT create a new folder for these files automatically. 3. Click the Backup button. Your files have now been backed-up. The restoration may be done manually by copying the Data folder from the backup location to the default location of the installed SmartLock Pro Plus software. Overwrite the Data folder in the default location if necessary. SmartLock Pro Plus Page 73 of 77

74 BADGING If you have Asure ID photobadging software, you will have access to the Badging > Load Template and Badging > Launch Card Design options on the tool bar when in the User display. When you create a badge template in the Asure ID software, the following data fields can be selected from a dropdown list on the Data Field and Photo dialogue boxes: Field Name Fields Contents EmployeeID System Code & ID Firstname First Name Lastname Last Name Validate Validate Date Void Void Date Field1 User Field 1 Field2 User Field 2 Field3 User Field 3 Field4 User Field 4 Field5 User Field 5 Profile User s Access Profile Photofield1 Cardholder Photo For full instructions on using the Asure ID software, see HID s Asure ID User Guide. SmartLock Pro Plus Page 74 of 77

75 SQL CONNECTION SETUP Before setting a connection to an SQL server, you must set up your SQL server and create a database with a name of your choice. An SQL user name and a password must also be created and assigned a db_owner role to the database you have created. Please contact your IT personnel or database administrator if you are not sure how to set up an SQL server or how to create a database and user. If you are setting up Pro Plus with an SQL server connection, you will be prompted for the following information upon running Pro Plus for the first time: Note: Select to install SQL Native Client if not already installed on the computer where the Pro Plus or the add-on software is installed. SmartLock Pro Plus Page 75 of 77

76 Select Microsoft SQL Server, and fill in the necessary info. Select Test Data Source Connection. If the data source connection is good, you will see the following prompt: Click OK, then click OK on the Select Data Source box to proceed. Run SmartLock Pro Plus, and click on File -> Import -> Import Microsoft Access Database. NOTE: The Access Database that will be imported is the database that was previously created by SmartLock Pro Plus. This will not migrate or import an arbitrary Access Database to SQL. Important: SQL database backup must be configured by the IT personnel SmartLock Pro Plus Page 76 of 77

77 The following window will appear: Browse to the location of the Access database, and use the checkboxes to select the tables you wish to import. Click OK. SmartLock is a registered trademark of Cansec Systems Ltd. ibutton is a registered trademark of Maxim Integrated Products, Inc. Windows is a registered trademark of Microsoft Corporation in the United States and/or other countries. SmartLock Pro Plus Page 77 of 77