Kaba February 2017 University Factory Training Catalogpdf, 317 KB Catalog
User Manual: Kaba Kaba University Factory Training Catalogpdf, 317 KB Kaba University - Kaba Access & Data Systems
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March 28, 2017
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dormakaba
Certification Seminar
and Overview Class
Course Catalog
Factory Certification in Winston Salem NC
2017

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Since the introduction of Kaba University in April 2006, thousands of dealers and locksmiths
throughout the United States and Canada have been successfully trained and certified on Kaba’s
Peaks, Simplex, E-Plex / FIPS products plus Enterprise and Wireless Software. This has resulted in a
stronger dealer network – bringing success to all certified Kaba University students.
Kaba University – College of Access Control providing expanded professional training in the wide
breadth of Kaba Access Control products.
1. E-Plex Electronic Certification – built on Simplex pushbutton lock experience, combining
the ease of use with the added security of electronic access control
2. E-Plex Enterprise Access Control Systems Certification – combining security credentials
with electronic access control. End users can incorporate access schedules and holiday
blocks for specific users
3. Simplex Certification – the industry standard for mechanical pushbutton keyless access
4. FIPS Software Certification – hands on certification for the FIPS (Federal Information
Process Standards 201) Software and the E-Plex 5800 Series lock
5. Kaba’s SAM RF Software Certification – hands on instruction of both the SAM RF
Software and InSync products plus understanding of Kaba’s innovative electronic key
control system.
6. Wireless Feature Certification – hands on instruction using the Zigbee Technology and
the components necessary to install, understand and successfully operate the wireless
features.
The attached Course Catalog provides detailed outlines for each certification class and each training
seminar for Factory Certification Training held in Winston Salem NC.
After successfully completing a certification class, attendees will receive:
Certificate of Product Training
Your company will be listed on Kaba’s website as a Factory Trained Dealer –
Over 5,000 locksmiths are currently listed as a Factory Trained Dealer
Superior Technical Support
Product tips and shortcuts to assist in everyday lock servicing
All Kaba seminars have been approved by the ALOA organization to provide CEU’s towards a
locksmiths’ ALOA PRP re-certification and are approved as equivalent CEUs in Texas, Tennessee,
Alabama, Louisiana, North Carolina and New Jersey. Efforts are in motion to obtain approval from all
states requiring CEUs for locksmiths.
Enroll in Kaba University Today! For more information visit our website at www.kabaacces.com or e-
mail at kabaU@kws.kaba.com.

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Table of Contents
Instructors Background .................................................................................................Page 4
Class Summaries .............................................................................................................Pages 5-6
E-PLEX Standard Electronic Pushbutton Lock Certification Seminar ........................Page 7
E-Plex Enterprise Access Control Systems Certification Seminar .............................Page 8 – 9
SIMPLEX Mechanical Pushbutton Lock Certification ..................................................Page 10 – 11
E-Plex FIPS Software Certification Seminar ..................................................................Page 12
SAM RF/InSync and I.A.M. Biometric Overview Presentation …….……….…..… ….Page 13 - 14
E-Plex Wireless Feature Certification Seminar .............................................................Page 15

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Instructor: Rick Shuford CRL, CFL, CAI
Position: Product Trainer
Company: dormakaba
2941 Indiana Avenue
Winston-Salem NC 27105
Office Phone: 336-725-1331 x 1349
Cell Phone: 336-409-6034
E-Mail: rick.shuford@dormakaba.com
BACKGROUND OF INSTRUCTOR:
Years of experience as an Industrial and Commercial Locksmith, Security Alarms, Commercial
Fire Alarm Systems, CCTV Systems, and Electronic Access Control Systems
ALOA CRL – Certified Registered Bonded Locksmith (ALOA)
IAIL – CFL – Certified Forensic Locksmith
ALOA CAI - Certified ACE Instructor through Associated Locksmith’s of America (ALOA) -
ALOA Continued Education Division
North Carolina Licensed Locksmith
Member of the North Carolina Locksmith Association (NCLA)
Member of Institutional Association of Investigative Locksmiths (IAIL)
Member of Institutional Locksmith of Ontario (ILOC)
Graduate of Lockmasters Security Institute in 2004 / 2005 (LSI)
Bonded member of Safe and Vault Technicians Association (SAVTA)
Level One NICET (National Institute for Certification in Engineering Technologies) Certified
(NICET)
North Carolina Department of Justice “Private Protective Service License”
Associate BS Industrial Engineering Degree - Gaston Technical College
Strathmore’s WHO’s WHO for Leadership and Achievement
Approved Instructor of state CEUs in Texas, Tennessee, Alabama, Louisiana, North Carolina,
and New Jersey.

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Kaba U - Certification Class Summaries
E-Plex Standard Electronic Pushbutton Lock Certification Seminar
This certification seminar offers students hands-on instruction on the standard line of E-Plex
electronic locks and optional standard software. Training will be provided on the ease of installation
and the use and maintenance of the electronic lock series. The simplicity of keypad programming, the
optional data transfer with a PC M-Unit device and audit trail transfers. Upon successful completion
students will understand the product features, benefits, and installation of both keypad programming
as well as software programming.
Prerequisites: Basic understanding of mechanical hardware ................................................................. Page 7
E-Plex Enterprise Access Control Systems Certification Seminar
Students will receive hands-on instruction and in-depth training on the Enterprise Software for the E-
Plex 3200/5200, E-Plex 3600/5600, E-Plex 3700/5700 and SAC 5270/5770 electronic pushbutton
locks and controllers. The software fundamentals of electronic access control are continued by
demonstrating the ease of installation and the use and maintenance of the Enterprise Software.
Software training includes lock set up, programming user information, holiday/vacation blocks and
access scheduling, and data transfer via a handheld PC / Netbook via USB to IrDA Adapter (M-Unit
Devices). Database importing and audit trail retrieval and transfer will also be covered. Upon
successful completion, students will understand the unique relationship among Kaba’s electronic
pushbutton lock series and detailed lock capabilities pertaining to the software programming and
auditing. Seminar will include a brief overview of the FIPS (E-Plex 5800) Access Control Lock and
Kaba’s Wireless Access Control System. STUDENTS MUST PROVIDE A LAPTOP COMPUTER
FOR CLASS PARTICIPATION.
Prerequisites: Successful complete the E-Plex 5000 Electronic PBL Certification Seminar………Pages 8 - 9
E-Plex General FIPS Software Certification Seminar
Students will be certified on Kaba’s E-Plex General FIPS Software and the E-Plex 5800 Stand-Alone
Access Control Lock. Students will receive information on the FIPS 201 Standards and how it applies
to stand-alone access control units and what agencies currently utilize these credentials. The hands-
on class includes presentations on FIPS credentials are how they are programmed into the software
and the lock. Students will be trained on the simplicity of administering temporary and re-activation
cards for existing users. The certification class also includes software programming, retrieval of audit
trails, and how to program PIN numbers, DESFire Cards or FIPS 201 Credential Cards at the lock
using the LearnLok feature. Upon completion of the certification test, students receiving a passing
grade will become Certified FIPS Dealers.
Prerequisites: Knowledge of the Standard E-Plex Software, Completion and prior submission of the “Kaba
Questionnaire to become a FIPS Certified Dealer”, Certificate of Completion of four HID On-line courses *
(certificate of completion must be forwarded to Kaba prior to registration for the FIPS Certification
Class)…………………………………………………………………………..…………………………..………..Pages 12 - 13

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SAM RF and InSync Product Certification Seminar
This hands on class provides students technical and saleable insight on the SAM RF key
management system and complete line of InSync locking products. SAM RF and InSync were
developed exclusively to serve the needs of the Multihousing industry that includes Market Rate
Apartments, Privatized Student Housing, Senior and Assisted Living Communities and other
Institutional Housing environments. The SAM RF management system provides versatile master
keying capabilities, complete key control for resident doors, staff areas and all community access
points, extensive transaction and audit histories at both the key encoder and the individual locks.
InSync products are standalone battery operated deadbolt, interconnect, latch, mortise and panic trim
locking devices as well as electronic remote card readers that will operate any electrified latching
device. …………………………………………………….…………….……..…………....……. Page 14 - 15
E-Plex Wireless Feature Certification Seminar
This class offers instructions for Kaba’s Wireless feature. This class is offered to pre-approved
dealers who have agreed to purchase a Wireless Kit. Class includes hands on instruction with
software and Zigbee Technology transmission to the gateways and routers. Full installation and
hands-on instruction will be offered in this class. ..................................................................Page 16

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COURSE NAME: E-Plex Standard Electronic Pushbutton Lock Certification
MAX. CLASS SIZE: 15 Students
RECOMMENDED MIN: 8 Students
PREREQUISITES: Basic understanding of mechanical hardware
CLASS DURATION: 8 Hours
COURSE OUTLINE:
This hands-on class gives instruction on the E-Plex electronic locks and optional software. Hands on training
will be provided on the ease of lock installation, as well as use and maintenance of the electronic lock series
for the E-Plex 2000, 3000, 5000, and 5070 units. The instructor will also demonstrate programming and audits
of the lock using the optional software. Upon successful completion, students will understand the product
features, benefits, installation and both keypad and software programming, plus troubleshooting tips.
A. E-Plex Product Overview
E-Plex cylindrical, mortise and exit trim options
E-Plex back to back mortise
E-Plex Stand Alone Controller (SAC)
E-Plex 3000 Narrow Stile
E-Plex 2000 and PowerPlex 2000
Description of product features and capabilities
Demonstration of software (programming users and retrieving audit trails)
B. Hands-on Product Training
Installation of lock on mount (with valuable tips)
Manual programming of E-Plex 5000
C. Certification test
Cost of Seminar: $ 275.00 (USD) Factory Certification in Winston-Salem NC
Value of Seminar: Over $ 1,200.00 _ (USD)
CLASS INCLUDES:
E-Plex 5031 cylindrical electronic pushbutton lock
Wooden demonstration mount
Four-in-one screwdriver
E-Plex Standard Software Version 3.2
Free listing on the www.kabaaccess.com web site as an E-Plex factory trained dealer
Factory Certification Certificate
Factory Certification Training Binder

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COURSE NAME: E-Plex Enterprise Access Control Software Certification
MAX. CLASS SIZE: 15 Students
RECOMMENDED MIN: 8 Students
PREREQUISITES: Students are recommended to have successfully completed the
E-Plex 5000 Electronic Pushbutton Lock Certification Seminar
REQUIREMENTS: “Students wishing to participate in the hands-on portion must bring a laptop
computer with Windows XP, Vista Home Premium, Vista Business or
Windows 7.0, 8.0 or 8.1 operating system. WINDOWS 10.0 OPERATING
SYSTEMS ARE NOT COMPATIBLE WITH THE ENTERPRISE SOFTWARE,
unless a specific patch has been installed. Laptops must operate on a 32 bit
or 64 bit versions. Computers should have a minimum of 1 GB of RAM, 4 GB
free hard disc space, SVGA monitor (screen) with 1024 x 768 resolution, CD-
ROM drive and 2 USB ports. Don’t forget your power/charger unit”.
Netbooks and tablet computers are not compatible with the Enterprise
Software.
CLASS DURATION: 8 Hours
STUDENT REQUIREMENTS:
Successfully completed the E-Plex 5000 Certification Seminar
Knowledge working with Windows Software
COURSE OUTLINE:
This certification seminar offers students hands-on training with the Enterprise Software in conjunction with
Kaba’s E-Plex 3200 / 5200, E-Plex 3600 / 5600, E-Plex 3700 / 5700 and the SAC 5270 / 5670 5770 units. E-
Plex Enterprise software training will consist of a complete site setup, user and lock configuration with access
schedules and prox cards enrolling. Upon completion students will be familiar with the Sequel based software
to program users with credentials, create user and holiday schedules, door groups and schedules, door
managers, access groups and import user tables. Students will program access cards, access cards with PIN,
and PIN only credentials, plus batch enrollment of cards/fobs. Client / Server capability and audit trail reports
will also be covered. The student will receive hands-on training in the use of PC’s, Netbook’s, via USB to IrDA
Adapter (M-Unit devices). Upon successful completion, students will understand the unique relationship among
Kaba’s electronic pushbutton lock series, detailed capabilities, installation and operation of Kaba’s E-Plex
Enterprise Software. Seminar will include a brief overview of the FIPS (E-Plex 5800) Access Control Lock and
Kaba’s Wireless Access Control System.
A. E-Plex 3200/5200, 3600/5600, 3700/5700 and SAC 5270/5770 Product Overview
E-Plex 3200/3600/3700 lock function overview
E-Plex 5200/5600/5700 lock function overview (cylindrical, mortise, exit trim, privacy)
E-Plex SAC 5270/5600/5770 overview
B. Software Installation
Discussion of Enterprise Software Installation
PC’s, Netbook, USB to IrDA Adapter (M-Unit devices) applications
E-Plex 3200 / 5200, 3600 / 5600 and E-Plex 3700 / 5700 Enterprise Software overview
C. Hands-on Software Training

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Site Setup
User Credentials
Door and User Setup
Batch Enroll User Prox Cards
Access Schedules and Holidays Setup
Creating User Tables
D. Hands-on Software Training Cont.
Programming the E-Plex Lock
Auditing the Lock E-Plex via M-Unit devices
E. Certification test
Cost of Seminar: $ 200.00 (USD) Factory Certification in Winston-Salem NC
Value of Seminar: $ Over 900.00 (USD)
CLASS INCLUDES:
E-Plex Enterprise Software and USB to IrDA Adapter (Part No. EP-EPRISE1-001)
Free listing on the www.kabaacess.com website as an E-Plex factory certified dealer
Factory Certification Certificate
Information Handouts
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COURSE NAME: SIMPLEX Mechanical Pushbutton Lock Certification Seminar
MAX. CLASS SIZE: 15 Students
RECOMMENDED MIN: 8 Students
PREREQUISITES: Basic understanding of mechanical hardware
CLASS DURATION: 8 Hours
COURSE OUTLINE:
We will explore the many mechanical features and servicing of these unique and versatile keyless locks. This
class includes hands-on training on the Simplex 1000 and the Simplex 5000. We’ll also review and highlight
applications for the L1000, 900, 3000, 7100, 6200 and 9600 products in today’s marketplace.
A. Combination Chambers
Hands on chamber training and understanding of its operation
Identification of component parts
Reading an unknown code by viewing code gears
Clearing a zero code and changing the code
High security code for critically secured areas only
Symptoms, cause, and remedy of an inoperative chamber
BREAK
B. Disassembly and assembly of the 1000 series lock
Identification and function of all component parts and models
Preparation and installation of all models
Troubleshooting tips
Application opportunities
C. Power point Review of the L1000, 900, 3000, 7100, 6200 and 9600 cabinet locks
Identification of all models
Features and options available
Troubleshooting tips
Application opportunities
LUNCH
D. Disassembly and assembly of Simplex 5000 series lock
Identification and function of all component parts and models
Preparation and installation of all models
Troubleshooting tips
Complete hands-on assembly
Mount lock on demonstrator mount
Locating a lost code during a code change
BREAK
E. Applications of all model locks
Understanding use of all Simplex products with other products and equipment
Various options of all model locks
F. Certification test

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Cost of Seminar: $ 300.00 (USD) Factory Certification in Winston-Salem NC
Value of Seminar: over $ 1,200.00
CLASS INCLUDES:
Simplex 5000 series mechanical pushbutton lock
5000 series universal demonstrator mount
Four-in-one screwdriver
Screwdriver (small)
Free listing on www.kabaaccess.com website as a Simplex factory certified dealer
Factory Certified Certificate
Factory Certification Training Binder

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COURSE NAME: E-Plex General FIPS Software Certification
MAX. CLASS SIZE: 10 Students
RECOMMENDED MIN: 10 Students
PREREQUISITES: Students must attend the Enterprise Certification Seminar.
Completion of the “Kaba Questionnaire to become a FIPS Certified Dealer”
Certificate of Completion of four HID On-line courses *
REQUIREMENTS: “Students wishing to participate in the hands-on portion must bring a laptop
computer with Windows XP, Vista Home Premium, Vista Business or
Windows 7.0 operating system. Laptops must operate on a 32 bit or 64 bit
versions. Computers should have a minimum of 1 GB of RAM, 4 GB free hard
disc space, SVGA monitor (screen) with 1024 x 768 resolution, CD-ROM
drive and 2 USB ports. Don’t forget your power/charger unit”. Netbooks are
not compatible with the software installation.
CLASS DURATION: 4 Hours
CLASSROOM REQUIREMENTS:
Classroom style layout with 6’ front display table
Projector cart or table and power cord
Projection Screen
Available 110v AC outlets for each class student
COURSE OUTLINE:
Students will be certified on Kaba’s E-Plex General FIPS Software and the E-Plex 5800 Stand-Alone Access
Control Lock. Students will receive information on the FIPS 201 Standards and how it applies to stand-alone
access control units and what agencies currently utilize these credentials. The hands-on class includes
presentations on FIPS credentials are how they are programmed into the software and the lock. Students will
be trained on the simplicity of administering temporary and re-activation cards for existing users. The
certification class also includes software programming, retrieval of audit trails, and how to program PIN
numbers, DESFire Cards or FIPS 201 Credential Cards at the lock using the LearnLok feature. Various types
of credentials will be discussed on how they apply to the true FIPS 201 Standards, and how the Department of
Homeland Security reviews the credential process. This is an informative class for the locksmith who currently
provides services for military and government facilities. Student will receive service tips and a brief overview
addressing salesmanship of the FIPS products. Upon completion of the certification test, students receiving a
passing grade will become Certified FIPS Dealers.
A. Introduction and Education
The history of Kaba’s FIPS technology
Exploring the various FIPS products
The type credential and what support devices are available
B. Kaba Products
Hands-on installation of the E-Plex 5800 Stand Alone FIPS Credential Access Control Electronic
Pushbutton Locks.
Kaba’s FIPS product line
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C. Product Specifics
Discussion on FIPS installations and software training
Specific application and models of the FIPS E-Plex 5800 Series access control units
Service Tips
PC/SC Diagnostic Tool Demonstration
Kaba Configurator
D. Salesmanship
How and where to benefit from the sale of FIPS products
How to add profits to your company
E. Questions and Answers
F. Certification Test
Cost of Seminar: $ 450.00 (USD)
Value of Seminar: $ Over 1,400.00 (USD)
Class includes:
E-Plex 5831 cylindrical lock
Wooden Mount
E-Plex FIPS General Software / Implementation Kit
Four-in-One Screw Driver
Factory Certification Certificate
Factory Certification Training Binder
* Required HID On-Line Course
HID Card Data Formats
HID 125 kHz Technology Basics
HID Contrasting the 125 kHz Prox verses the 13.56 MHz Smart Cards
HID 13.56 MHz Technology Basics
(approximate class time should be no more than 30 minutes per class)
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COURSE NAME: InSync Products and SAM RF Software Certification
MAX. CLASS SIZE: 10 Students
PREREQUISITES: Basic understanding of mechanical hardware
CLASS DURATION: 8 Hours
CLASSROOM REQUIREMENTS:
Classroom style layout with 6’ front display table
Projector cart or table and power cord
Flip Chart
Projection Screen
COURSE OUTLINE:
This class provides students hands-on training on the Kaba SAM RF Software (Security Access Manager) and
complete line of Kaba’s InSync access control products. SAM RF and InSync were developed exclusively to
serve the needs of the Multihousing industry that includes market rate apartments, privatized student housing,
senior and assisted living communities and other institutional housing environments. The SAM RF
management system provides versatile master keying capabilities, complete key control for resident doors,
staff areas and all community access points (utilizing both HID and/or InSync RFID keys), extensive
transaction and audit histories at both the key encoder and the individual locks. InSync products are
standalone battery operated deadbolt, interconnect, latch, mortise and panic trim locking devices as well as
electronic remote card readers that will operate any electrified latching device. Students will experience
hands-on instructions of the software plus product installations with an understanding for how to achieve
ultimate electronic key control.
A. Introduction and Education
History of Kaba and Multihousing products
Powerful, flexible solutions using the SAM RF Software and InSync products
How to conduct a site survey to satisfy your customer requirements
The New Age of Kaba RFID Key Control with optional dual credential applications
Site level and administration control
System design for single or multiple property solutions
B. Kaba InSync Lock Series
D – deadbolt
I - interconnected lock
L - tubular latch complete lever set
M - mortise
P – rim exit device
RCR - remote control reader / flush or surface mount
InSync options, finishes and types of locking devices
Warranty
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C. Kaba SAM RF System Components
SAM RF Software
Electronic Key Encoder
SAM RF System Utility Device
RFID Electronic Keys
Power Source for the Electronic Key Encoder
External Power Supply for Locks
USB Cable for the Electronic Key Encoder
USB Cable for the Utility Device
D. Hands-on Training
InSync “D-Lock” Installation
Hands-on SAM RF Software Training and Data Base Management
Identification and types of RFID keys
How to program electronic keys (using the proprietary InSync Key Encoder)
Understanding and use of the Utility Device
Understanding Commons areas, Suite and Unit locks
Programming Staff, Residents and Vendors
Understanding Suite Egress and Entry function locks
Proper use of non-entry diagnostic keys
How to manage Authorization Groups and Zones
Audit Trail Retrieval and reporting options
Service tips and trouble shooting
How to program locks (up to 100 at one time)
E. Marketing and Sales
Identifying marketing opportunities with the InSync Products
Add recurring revenue to your business with SAM RF Software and InSync Products
F. Questions and Answers
G. Certification Test
Cost of Seminar: $ 300.00 (USD)
Value of Seminar: Over $ 1,700.00 (USD) LIST PRICE
Certification Class includes:
InSync D Lock (DRD-01-26D) on wooden mount
Preloaded SAM RF Software (InSync Software)
6 RFID Electronic Keys (R 20280)
Four-in-One Screwdriver
SAM RF Certification Binder and SAM RF / InSync Certification Certificate
Listing on Kaba’s Website as a Certified SAM RF / InSync Dealer

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COURSE NAME: E-Plex Wireless Feature Certification Seminar
MAX. CLASS SIZE: 15 Students
RECOMMENDED MIN: 8 Students
PREREQUISITES: Students must attend the Enterprise Certification Seminar and be pre-approved by
Kaba and shall purchase a wireless kit
CLASS DURATION: 8 Hours
“Students wishing to participate in the hands-on portion must bring a laptop computer with Windows
XP, Vista Home Premium, Vista Business or Windows 7.0 operating system. Laptops must operate
on a 32 bit or 64 bit versions. Computers should have a minimum of 1 GB of RAM, 4 GB free hard
disc space, SVGA monitor (screen) with 1024 x 768 resolution, CD-ROM drive and 2 USB ports.
Don’t forget your power/charger unit”. Netbooks are not compatible with the software installation.
COURSE OUTLINE:
Students will receive hands-on instruction for Kaba’s Wireless Feature. Participants will receive an
understanding on how and where this feature can be added to existing Kaba products. Students will have the
opportunity to o program a Gateway and how to ZAC a lock. Features such as emergency shut-down, remote
release and audit trail retrieval can be handled from a specific computer on or off site. We will discuss the
various types of credentials that can be utilized with this product and benefits to the end user.
A. Introduction and Education
The history of Kaba’s wireless technology
How to determine the customer’s requirements
The type credential available with this feature
Examples of Kaba Product Applications
B. Kaba Products
Electronic Pushbutton Locks and how they apply to the wireless feature
Kaba’s Family of access control locks and controllers
C. Product Specifics
Discussion on wireless installation verses hard wired
Specific application
D. Salesmanship
How to sell the wireless feature
How to add recurring revenue to your business
E. Questions and Answers
Cost of Seminar: Cost of the Wireless Kit ($ 1,250.00)
Class includes:
E-Plex 5xxx Electronic Lock on wooden mount with wireless feature added
Gateway / Router
Card Reader Enroller USB Cable
Site Survey Unit Kaba Wireless Feature Certification Binder
Enterprise Software AC / DC Transformer
Large Capacity Demo Battery Pack/Inside Wireless Antenna