Kaba E Plex 3x00 Series Installation Instructions PKG3215

User Manual: Kaba E-Plex 3x00 Series Installation Instructions - PKG3215 E-Plex 3200 Narrow Stile Lock - Kaba Access & Data Systems

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E-Plex® 3x00 SerieS Narrow stile Lock
installation instructions

TABLE OF CONTENTS
Tools Required. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  3
A.		 Door Preparation - Remove Existing Outside Hardware . . . . . . . . . . . . . . . . . . . . . . . . .  3
B. Stile Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4
C. Lock Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5
D. Lock Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8
E.		 Standard Operations Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
F.		 Programming and Software Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  11

E-PLEX 3x65 Deadlatch/Exit Mortise Model
E-PLEX 3x66 Deadbolt/Swing Bolt Mortise Model
This lock is designed to function with new or existing Adams Rite® Hardware
for Deadlatch, Deadbolt, and Exit applications. These Adams Rite Hardware
models (1850, 1950, 4500, 4700, 4900, MS1850S, MS1950S, and 8400 Series)
are sold separately. The specific applications for this model are for narrow stile
aluminum and glass doors, 2” minimum width and 1 3⁄4” thick.

WARNING: This lock is designed to be used with Adams
Rite® brand hardware only. Improper use or installation of
this product will void the warranty.
Shipping Package Includes (See Figure 1):

e1
e2

f

d1
d2

h

LEVER LOCK ONLY

• (1) E-Plex 3x00 Lock Assembly
• (1) Outside Lever (Lever Model Only)
• (1) Screw Pack
• (1) Battery Housing with four AA Batteries (alkaline)
• (2) Keys (Schlage C or Kaba 90 Keyway)
• Documentation pack consists of:
		 (1) Installation Instructions (this manual)
		 (1) Operations Manual
		 (1) Lock Set-up Guide
		 (1) Quick-Reference Guide
a. 54579–Upper Mounting Screws (2)
b. 44229–Mounting Bushings (4)
c. 54275–Lower Mounting Screws (2)
d1. 75271–Kaba Cam Plug Deadlatch (1) a
d2. 75262–Kaba Cam Plug Deadbolt (1)
e1. 75272–Lock Assembly for Lever (1)
e2. 75273–Lock Assembly with Thumbturn (1)
f. 54725–Pinned Torx Screw (2)
b
g. 34298–Lever Cap (1)
h. 34309–Lever (1)
i. 44226–“D” Bushing (2)
j. 54685–Battery Pack (1)
k. 24554–Battery Cover (1)
c
l. 54725–Pinned Torx Screws (1)

2

i
j
k
Figure 1

l

g

TOOLS REQUIRED

• Hex Allen Wrench Set

• Power Drill with 3⁄8” (10mm) drill bit

• Phillips Head Screwdriver

• Tape

• Small Flat Blade Screwdriver

• Center Punch or Awl

• Safety Glasses

A.	Door Preparation—Remove Existing
Outside Hardware
A-1	Remove any existing Outside Hardware such as Lever Entry Trim, Latch
Pull, Key Cylinders, etc.
A-2	Remove and retain the screws and Armored Face Plate (Scalp) from the
face of the Deadlatch (See Figure 2A) or Deadbolt (See Figure 2B).
A-3	Loosen the set screw and remove the existing hardware assembled from
the outside to the Deadlatch or Deadbolt Mortise, including the Adams
Rite Cam Plug 4580 (d).
A-4 Set Scalp and screws aside for reassembly later.

Figure 2A

Figure 2B

set screw

set screw
d

screws
screws

scalp
scalp

Disclaimer: While reasonable efforts were made to ensure the accuracy of this document at the time of printing, Kaba
assumes no liability for any errors or omissions. This information is subject to be revised without notice, and changes
may be incorporated in future releases.

3

B. Stile PrepARATION
B-1	
Install the Kaba Cam Plug d1 or d2 into the Deadlatch or Deadbolt. Face of
Cam Plug must be flush or below the surface of the stile, make sure set
screw is snug but do not tighen it yet. (See Figure 2 on page 3).
 ote: Refer to the Adams Rite Cam Plug Instructions for Right Hand/Left
N
Hand Installations (located in the Screw Pack). (For Deadlatch Models)
B-2 A
 ffix the appropriate model Template to the outside face of the door stile.
Ensure the pins from the Cam Plug are through the proper holes, the template is straight and aligned with the edge of the door, and that “TOP” is
facing up and “BOTTOM” is facing down (See Figure 3).
B-3	With a center punch or awl, mark the four drilling points.
B-4 U
 tilizing a power drill with 3⁄8” drill bit, drill four holes as marked completely
through the door (interior and exterior of the stile). Tip—you may want to
first, drill pilot holes, then drill from each side to keep holes straight
through and minimize burrs.

Flush or
Below

For
Deadlatch
Model, use
template
64782.
For Deadbolt
Model, use
template
64783.

Figure 3

4

C. LOCK PREPARATION
C-1 On Deadlatch Model only, remove Handing Screw (FIG 4): Caution: The
appropriate handing screw must be removed for proper lock function
after installation.
Inside the battery compartment, the lock comes with both handing
screws installed. Based on the door application handing, Left Hand (LH)
or Right Hand (RH) one screw must be removed as noted in FIG 4.
Deadbolt Models, are shipped with no handing screws attached.
If present, they must be removed for Deadbolt applications.
Note: A RH Deadlatch lock is shown in FIG 4.
For Deadlatch Locks only, orient the lock as shown in FIG 4 (spindle up)
and remove the appropriate shipping screw, left screw for LH or right
screw for RH.
Spindle Assembly:
Deadlatch—Upper Hole
(Deadlatch assembly
shown)

Remove left handing
screw for left hand
application.
Note: Right Hand
application shown,
Left Hand application
would show the lever
on the opposite side.

Deadbolt—Lower Hole

Remove right handing
screw for right hand
application.
Note: Right Hand
application shown.

Figure 4

C-2 Battery Pack Installation
Secure the connection end of the Battery Pack to
the Cable Harness. After the connection, the lock
will set itself and you should hear an audible 		
sound, spinning of the inside motor, and see a 		
green light—all simultaneously. Upon connection,
place the Battery Pack into the rubber battery 		
housing, harness connection up, and slide the 		
assembly into the battery compartment (see Fig
5). Secure in place with the Battery Cover and
		Torx Screw.
The lock can now be programmed prior to installation if desired.

Figure 5

Note: If your application requires a change of cylinder, that step should
be done at this time, before installation. If not required, skip to
section D.
5

C-3 Changing the Key Cylinder:
A standard, factory installed cylinder (54450) has been provided with the
E-Plex 3000. To change/replace the cylinder, carefully follow the steps
below.
1. Change Master Code and place lock in Passage Mode.
			STEP 1.

Enter # to Start the Programming Mode

			 STEP 2. Enter the 8-Digit Factory Default Master Code: 1 2 3 4 5 6 7 8 #
			STEP 3. Enter Change Master Code Code Command: 0 0 0 #
			STEP 4. Enter New 8-Digit Master Code: 8 7 6 5 4 3 2 1 #
			STEP 5. Reenter New Master Code to Confirm: 8 7 6 5 4 3 2 1 #
			STEP 6. Enter Code Command: 399 # 1 # to Activate Passage
			STEP 7. Enter # to Exit Programming

2. With a Phillips Head screwdriver, remove and retain the Cylinder
		 Locking Screw (54746) that secures the factory installed cylinder
		 into the housing. (Fig’s. 6, 7, and ,8)
Figure 6

Figure 8

Figure 7

Removed Cylinder
Locking Screw (54746)
Cylinder Locking
Screw Access
Hole

Cylinder Locking Screw
(54746) as assembled

3. Remove the existing cylinder from the housing assembly.
		
Tip: You can insert the key half way into the key way and use it as
		 a tool to aid in rotating the cylinder out far enough to remove it by
		 hand.
4. Inside the cylinder hole of the housing, ensure the Key Override
		 Cam is positioned clear (Fig’s 9 & 10).
Key Override Cam

Ensure that the Key
Override Cam is completely out of the opening, as
shown, so that the key
cylinder will be able to be
correctly assembled.
Figure 9

6

Figure 10

Notes

KABA E-PLEX® 3x00 SERIES
LIMITED WARRANTY
Kaba Access Control warrants this product to be free from
defects in material and workmanship under normal use and service for a period of three (3) years. Kaba Access Control will
repair or replace, at our discretion, E-Plex 3000 Series Locks
found by Kaba Access Control analysis to be defective during this
period. Our only liability, whether in tort or in contract, under
this warranty is to repair or replace products that are
returned to Kaba Access Control within the three (3) year warranty period.
This warranty is in lieu of and not in addition to any other warranty or condition,
express or implied, including without limitation merchantability, fitness for purpose
or absence of latent defects.
ATTENTION: This warranty does not cover problems arising out of improper
installation, neglect or misuse. All warranties implied or written will be null and
void if the lock is not installed properly and/or if any supplied component part
is substituted with a foreign part. If the lock is used with a wall bumper, the
warranty is null and void. If a doorstop is required, we recommend the use of a
floor secured stop.
The environment and conditions of use determine the life of finishes on Kaba
Access Control products. Finishes on Kaba Access Control products are subject
to change due to wear and environmental corrosion. Kaba Access Control cannot be held responsible for the deterioration of finishes.
Authorization to Return Goods
Returned merchandise will not be accepted without prior approval. Approvals
and Returned Goods Authorization Numbers (RGA Numbers) for the E-Plex
3x00 Series are available through our Customer Service department in
Winston-Salem, NC (800) 849-8324. The serial number of a lock is required
to obtain this RGA Number. The issuance of an RGA does not imply that a
credit or replacement will be issued.
The RGA number must be included on the address label when material is
returned to the factory. All component parts must be included in the package
with return. All merchandise must be returned prepaid and properly packaged
to the address indicated.

BUSINESS REPLY MAIL

KABA ACCESS & DATA SYSTEMS AMERICAS
2941 INDIANA AVE
WINSTON-SALEM, NC 27199-3770

POSTAGE WILL BE PAID BY ADDRESSEE

FIRST-CLASS MAIL PERMIT NO. 1563 WINSTON SALEM NC

HERE

NO POSTAGE
NECESSARY
PLACE
IF
MAILED
IN
THE
STAMP
UNITED STATES

Register your Kaba lock online at www.kaba-adsamericas.com/register

Zip

Country

❏ Other

❏ Retail

❏ Residential

❏ Public Safety

❏ Military/DOD Operations

❏ Industrial/Manufacturing

❏ Hospital/Healthcare

❏ Government

❏ Financial/Bank

❏ Education — ❏ K-12 Facility, ❏ College/University

❏ Daycare/Childcare

❏ Commercial Building

❏ Airport

This lock will be used in what type of facility?

❏ Other

❏ Word of Mouth

❏ Training Class

❏ Trade Show

❏ Systems Integrator

❏ Security Hardware Distributor

❏ Previous Use

❏ Maintenance

❏ Locksmith

❏ Kaba Sales Representative

❏ Internet

❏ Direct Mail

❏ Contract Hardware Dealer

❏ Advertisement

How did you learn about Kaba Locks?

What was your reason for buying this lock?
❏ A new installation
❏ Replacing a conventional keyed lock
❏ Replacing an electronic lock (specify brand)
❏ Replacing a mechanical lock (specify brand)

What area is being secured with this lock?
(e.g., front/back door, cabinet, common door, office)
❏ Check here to be advised of important product
and software updates

❏ Other

❏ Systems Integrator

❏ Self

❏ Security Company

❏ Maintenance

❏ Locksmith

❏ Contractor

Who installed your lock?

This Kaba Lock is:

❏ Telecommunications/Utilities

or fill in this product registration card and return to Kaba Access & Data Systems Americas (postage required to mail).

Name
Title
Company
Address
City
State
Phone
Email
Name of Dealer Purchased From
Date of Purchase
Lock Model Number
Serial Number
IMAN

5.
		

Orient the lock to keep the Key Override Cam clear and insert the
new cylinder (Fig 11).

Allow gravity to
assist in keeping
the Key Override
Cam out of the
opening.

6.
		
		

Figure 11

Insert the new cylinder all the way until the MS Cam bottoms out
on the Gear Pack. Once it bottoms out, back rotate the cylinder
until the plug is at the Six O’clock position. (Fig’s 12, 13, and 14)
Gear Pack

A/R MS Cam

Six o’clock
postion

Figure 13

Figure 12

7.

Figure 14

Clear the lock out of “Passage Mode.”

			 STEP 1.

Enter # to Start the Programming Mode

			 STEP 2. Enter the Master Code: 8 7 6 5 4 3 2 1 #
			STEP 3. Enter Code Command: 399 # 0 # to De-activate Passage
			STEP 4. Enter # to Exit Programming

8.
		
		
		
		

Test the function of the cylinder by holding the cylinder in place
and rotating the key 90 degrees clockwise. The Lever or Thumb
Turn should be able to freely move, as if you were opening a door.
Return the key to its original position and remove. Attempt to
rotate the Lever or Thumb Turn. The lock should remain secure.

9.
		
		

If lock performs adequately, secure cylinder in place with the
original cylinder locking screw. Screw must be fully inserted,
bottoming out on the cylinder/housing.

If the lock fails to perform as intended, place the lock back into passage
		mode and return to step #3.

7

D. Lock Installation

e-1

Figure 15a

(See Figs. 15a, b, and c)
 ote: This step is to be done
N
with the door open.
D-1	From the Screw Pack, place
the two Mounting Bushings
(b) into the upper, interior
3⁄8” holes.

h

b

D-2	Deadlatch: Place one end
of the square spindle into
the upper hole of the lock
(marked ”L” on backplate)
and the other end into the
c
square opening of the Cam
Plug (d-1), bringing the lock
Figure 15b
towards the face of the stile until
the two pins of the Cam Plug mate
into the two holes of the lock
a
mounting plate.
Deadbolt: Align spindle end of
cam (d-2) to lower hole of the lock
(marked ”B” on backplate) bringing
the lock towards the face of the
stile until the two pins of the Cam
Plug mate into the two holes of the
lock mounting plate.
D-3	From the Screw Pack, place two
Mounting Plate Bushings (b) into
the lower, interior 3⁄8” holes.
D-4	Secure the upper portion of the
lock to the stile with two
10–24 x 2 3⁄8” screws (a), inserting
the screws directly into the upper
portion of the lock.

b

8

g

Deadlatch
i

j
k

l

e-2

d-2

c
i

Figure 15c

Interior
Hardware
(not provided)

D-5 From the screw pack place the
mounting plate bushings (i)
through the ”D” shaped holes and
Through the lower, interior 3⁄8” holes.
D-6	Secure the lower portion of the
lock to the stile with two
10–24 x 1 1⁄2” screws (c), inserting
the screws into the other two
Mounting Plate Bushings (b).

f

d-1

a

Deadbolt

e-2

D-7 Locks with Levers–Based on the required handing of the lock as deter-		
mined in section C, install the Lever (h) and Lever Cap (g) using torx 		
screws (f) and provided torx wrench. Secure lever cap (g) with Allen Set 		
Screw using supplied Allen wrench. (See Figure 16)
D-8	Check for proper operation of the lock using thumbturn/lever with key in
override cylinder turned to the three o’clock position. Once smooth lock
operation is verified, tighten cam adjustment screw on mortise face and
re-install Adams Rite Scalp with 2 or 3 screws.
D-9	Before closing the door, refer to Section E—Standard Operating
Procedures, to ensure proper function.

e

a
f

d

g
h
b

i

j
c
k
l

Figure 16

9

E. Standard Operating Procedures
E-1	This lock is equipped with a standard break away clutch. In the “home
position,” the lever or thumb turn is horizontal to the floor with the ability
to “break away” down to a detented position as the lever or thumb turn is
rotated. This “break away” action protects internal components.
Note: Before entering a code, the lever or thumb turn should be positioned
horizontal to the floor (home position). (See Figure 17)
E-2	Enter the factory default Master PIN (access code) by depressing the
appropriate code buttons. With each button depression you should hear a
short audible beep, and see a green light at the top right of the number
pad. Once the last button in the code is depressed, you will hear a longer
audible beep and internal motor action releasing the locking device. At
this point, you have 5 seconds to retract the latch or the lock will time out
and go secure.
E-3	For Dead Latch Models (Figure 17), the
handing screw does not allow the
lever/thumbturn to rotate up.­­­­­­­
To Retract Dead Latch:		
		 • Enter code or present card
		 • Rotate lever or thumbturn
			 down 45o
							
E-4	For Dead Lock Models, there are no
handing screws.
To Throw Deadbolt:			
		 • Enter code or present card
		 • Rotate lever or thumbturn		
		 down 45o		

10

Figure 18

Figure 17

To Retract Deadbolt:			
• Enter code or present card		
• Rotate lever or thumbturn		
up 45o

Figure 19

F. Programming and software settings:
F-1	You must change the master Code from the factory default to another
code to program the lock. For further information on how to manually
program the E-Plex 3x00 Series Models, refer to the companion “E-Plex
3x00/5x00 Operation Manual.” Software is required to program the
E3200 Series Locks.
F-2 When configuring the E3000 Series Locks using the optional Standard
Software, choose the box that contains “Entry Lock with Passage
(Cylindrical or Mortise without Deadbolt)” during lock setup.
F-3 When configuring the E3200/3700 Series Locks using the Advanced
Software, select the “Cylindrical or Mortise without Deadbolt” box
during lock setup.

11

Kaba Access & Data Systems Americas
2941 Indiana Avenue
Winston-Salem, NC 27105 USA
Tel: (800) 849-8324 (336) 725-1331
Fax: (800) 346-9640 (336) 725-3269
www.kaba-adsamericas.com

PKG3215 0314



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