dormakaba USA SDC2K Wireless Electronic Lock User Manual Manual 3
Stanley Security Solutions, Inc. Wireless Electronic Lock Manual 3
Contents
Manual 3
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| Document ID | 3028746 |
| Application ID | CdJGVDo0R9unk7MyoZtJNA== |
| Document Description | Manual 3 |
| Short Term Confidential | No |
| Permanent Confidential | No |
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| Document Type | User Manual |
| Display Format | Adobe Acrobat PDF - pdf |
| Filesize | 431.97kB (5399683 bits) |
| Date Submitted | 2016-06-15 00:00:00 |
| Date Available | 2016-06-15 00:00:00 |
| Creation Date | 2015-06-09 14:07:58 |
| Producing Software | Adobe PDF Library 11.0 |
| Document Lastmod | 2015-06-09 14:49:27 |
| Document Title | Manual 3 |
| Document Creator | Adobe InDesign CC 2014 (Macintosh) |
Configure Report Settings You can include your company or organization name and logo with any report. AMS supports both .bmp and .jpg image formats. Perform the following steps: 1 In the Segment box, select the Segment for which you wish to create the setting. 2 Select Options>Report Settings. The Set Company Name and Logo for Reports dialog box opens. Figure 147 Setting up a company name for a report 3 In the Company Name field, type in the company name you wish to appear on your reports. 4 Under Company logo, click the Change link. Use the Select Logo browser to navigate to the file you wish to include. 5 Click Open. The file is now uploaded to the Reports settings. 6 Click Finish to save your settings and begin working with Reports. 201 Generating a Report This section presents steps to create some example reports. Once you are familiar with the basic operations, you will be able to create your own reports using the selections available in Reports. First we’ll look at a Users of Readers report with All Users selected. Then we’ll look at a filtered report using the options under the Report Settings categories. Note The Reports application won’t show much data until you have configured your system added Users and User Groups, and begun collecting transactions. Once this occurs, you can experiment with the options to get the reports that will be most significant for your operation. To Generate a Report 1 In the Reports main screen, under the User Reports box, click on Users of Readers. Reports opens at the basic users of Readers Reports generator. 2 In the Segment box, select the Segment you wish to report on. 3 Available report settings are listed on the left, and the results are shown on the right. For this particular report, the default will be. Figure 148 Viewing System Reports 4 Use the scroll bars to view the data, use menu icons to export, print, scroll through multi-paged reports, or use the Zoom tools to get a closer look. 5 If you have a large number of readers, Click the Toggle Group Tree icon and 202 highlight a specific reader to jump to its section in the report. Figure 149 Toggle Group Toggle group button 6 Click Run Report (bottom left of screen) to return to the Report Generator screen. Generating Filtered Reports The report generator defaults to print all records. For example, when you select the Users of Readers report, report content displays users of all readers in the system. You can filter the report to display the users of only one specific reader, as in the following example. 203 To create filtered report 1 In the Reports main screen, select the Segment you wish to report on. 2 Under the User Reports box, click on Users Entry Log. The report opens (Figure 155). In this report set up, more selections are available for this report than for the Users of Readers report, including Reader, User, and Report Timespans. You can use any or all of these selections to filter your report. Each report type will have different selections available depending on the data available for the report. The defaults are always All. Figure 150 Users of Readers Report 3 To select a specific reader for this report, click on the Reader field’s ellipsis button. The Select Reader dialog box opens. 4 Clear the All Readers box just below the drop-down list box. 5 Select the reader to filter from the drop-down list. 6 Click Finish. The report results will display data for only the reader you selected. 204 Generating Larger Reports The more records you include in your report, the longer the report will take to generate. During report generation, you can use other AMS applications; however, you can generate only one report at a time in the Reports application. If you define a report that will take more than 30 minutes to generate based on the records included, the software will present the following message: In the example, AMS detected that the defined report contains over 30,000 records and will take more than 30 minutes to generate. If this is acceptable, simply select Yes and the report will be generated. Select No if this is an inconvenient time to generate the report, or review your report definitions to see if you can further filter the report and still get the information you need. When you select Yes, the report begins to generate and AMS displays the Elapsed Time as the report runs. Printing and Exporting Reports Once you are satisfied with your report, you can print to a local or networked printer, or export the report in several formats. Your results will be determined by the options you select and how you wish to use the data. For example if you export to a Microsoft Excel file, you may get a different formatting result than if you export to an Adobe Acrobat file or print directly from AMS. However, you may wish to export to an Excel file and use the data in another format. The following example was printed from an Adobe Acrobat .pdf file exported from Reports. It retains all the formatting as displayed in Reports. 205 Figure 151 Sample report file To print a report 1 Create the report using the features described in the previous sections. 2 Click the Printer icon in the menu bar. 3 Navigate to the printer you wish to use. 4 Print using the appropriate actions for the chosen printer. 206 To export a report 1 Create the report using the features described in the previous sections. 2 In the menu bar, click the Export Report option. 3 In the Export Report dialog box, select a format type from the drop-down list. The available types are: Crystal Reports (*.rpt) Adobe Acrobat (*.pdf) Microsoft Excel (*.xls) Microsoft Excel Data Only (*.xls) Microsoft Word (*.doc) Rich Test Format (*.rtf) 4 Navigate to the location you wish to export to. 5 Enter a filename for the file. 6 Click Save. Now you can use the report in any manner you wish, depending on the format exported. 207 7 Advanced Troubleshooting This section provides an overview on the Portal Gateway status webpage. You can access the status webpage for a specific Portal Gateway in one of two ways: Inside the Portal Configuration Module, select Scan. Locate the desired Portal in the list and click on its hyperlink. See Figure 43 on page 68. Type your desired Portal’s IP address directly into your internet browser. Your browser will display the status of your Portal Gateway and associated devices. See Figure 157. 208 Figure 157 Portal Gateway Status Webpage Status Page Generated 03/06/2012-16:18:39 Last System Boot 03/05/2012-17:02:45 Portal MAC 0014f5201731 Radio 1 at channel 20 PAN_id 6401 Radio 4 at channel 15 PAN_id 6402 Associated Devices 15 Maximum allowed 64 MAC ADDRESS Stat Associate Time Beacon 01 0014f5404e9e 0000 03/05/12-17:04:10 16:18:26 02 0014f5403854 0000 03/05/12-11:41:38 16:18:30 03 0014f54010d9 0000 03/05/12-17:04:19 16:17:07 04 0014f5401241 0000 03/05/12-17:04:19 16:18:10 05 0014f5201abc 0000 03/06/12-11:26:31 16:17:56 06 0014f540127e 0000 03/05/12-17:04:24 16:18:08 07 0014f5404ee1 0000 03/05/12-17:04:27 16:17:39 08 0014f52001d0 0000 03/05/12-17:04:38 16:18:15 09 0014f54012c1 0000 03/05/12-17:04:44 16:18:27 10 0014f5400003 0000 03/05/12-17:04:48 16:17:40 11 0014f5400002 0000 03/05/12-17:04:53 16:18:32 12 0014f54010ca 0002 03/06/12-11:28:04 16:16:46 13 0014f520173d 0000 03/05/12-18:11:32 16:18:29 14 0014f5401301 0000 03/05/12-17:05:09 16:17:31 15 0014f540126d 0000 03/05/12-17:05:26 16:18:31 none none none none none none none none none none none 45 none none none F/W Rev 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 R PG_RSS RDR_RSS - FLAGS PEND -28 -19 - 000300043 -|--------|1 -28 -19 - 000300043 -|--------|4 -19 -19 - 000300043 -|--------|4 -19 -27 - 000300043 -|--------|1 -28 -28 - 000300043 -|--------|1 -23 -28 - 000300043 -|--------|1 -28 -19 - 000300043 -|--------|1 -22 -26 - 000300043 -|--------|4 -49 -26 - 000300043 -|--------|1 -27 -38 - 000300043 -|--------|1 -28 -28 - 000300043 -|--------|S -28 -19 - 000300043 U|S-------|1 -19 -36 - 000300043 -|--------|1 -28 -19 - 000300043 -|--------|1 -29 -25 - 000300043 -|--------|- 10 11 12 13 The Portal Gateway Status webpage provides the following information: Last System Boot Last time Portal Gateway was reset or rebooted. Radio and Channel Shows the channel associated with each radio in the Portal. Associated Devices List Shows which devices are associated with the Portal. MAC Address Column shows the MAC Address of each associated device. Associate Time Column shows the time that the Controller last associated with the Portal. Beacon Column shows the time of the last Controller beacon. Column shows progress percentage of pending operations. 209 8 F/W Rev Column shows the firmware version number of associated Controller. Column shows which radio the Controller is connecting to in the Portal Gateway. Radio 1 is on the right side of the Portal. Radio 4 is on the left side of the Portal. 10 PG_RSS Column shows the signal strength of the Controller as received at the Portal. This signal strength ranges from -18 (highest) to -91 (lowest). 11 RDR_RSS Column shows the signal strength of the Portal as received at the Controller. This signal strength ranges from -18 (highest) to -91 (lowest). 12 FLAGS Column shows the current operational status of the associated device. 13 PEND Column shows the abbreviation of the message currently in operation. 210 Status Flags in the FLAGS Column The following is a list of the bits in the FLAGS column and their corresponding Portal Gateway status flags and definitions (Figure 157, item 12). Note The typical Wi-Q and Omnilock device status code is 00030043. This is the example used in the chart below. Bit Right END Left END Portal Gateway Status Flag Definition Bit 0 CONTROLLER_IS_ASSOCIATED Set when the Controller is first associated with the Portal. Bit 1 CONTROLLER_IS_VALID Set during association, after the Portal receives a beacon from the Controller. Bit 2 CONTROLLER_CONFIG_REQUIRED Set during association, cleared by Portal Communication Service after Controller configuration. Bit 3 CONTROLLER_ASSOC_PENDING_LIF Set during association to indicate that Portal requires LIF (Lock Information Frame) data. Bit 4 CONTROLLER_BEGIN_TRANSMISSION Set when Portal first transmits data to the Controller. Bit 5 CONTROLLER_DEEP_RESET_PENDING Portal must disassociate Controller when it receives the next beacon. Bit 6 CONTROLLER_VALID_INTERVALS Set when Controller interval assignment has been received from the PC Communication Service. Bit 7 NOT USED Bit 8 CONTROLLER_RETRY_LIMIT_ EXCEEDED Bit 9 NOT USED Bit 10 NOT USED Bit 11 NOT USED Bit 12 NOT USED Bit 13 CONTROLLER_PREFERRED_PG_ ENABLED Set when Controller is locked to the Portal. Bit 14 CONTROLLER_FIRMWARE_PENDING_ DN Set when the firmware commit has been sent to indicate that the disassociation is pending. Bit 15 CONTROLLER_FIRMWARE_PENDING Set when firmware update is scheduled for the Controller, cleared when firmware commit is sent. Bit 16 CONTROLLER_REPORT_TIME _UPDATED Set during association and when report time is updated Bit 17 CONTROLLER_LIF_IS_VALID Set when a LIF beacon is received Bit 18-31 NOT USED Set when the retry limit on any command has been hit; used to limit downloads to firmware only. 211 Update Flags in the PEND Column Figure 158 is a section of the Associated Devices listed in Figure 157. Notice that items 11 and 12 have letters U and S in the PEND column. These letters are update flags, and they stand for controller information that is being updated. The placement of the update flags within the column denotes update status. Figure 158 PEND Column Codes Associated Devices 15 Maximum allowed 64 MAC ADDRESS Stat Associate Time Beacon 01 0014f5404e9e 0000 03/05/12-17:04:10 16:18:26 11 12 13 14 15 0014f5400002 0014f54010ca 0014f520173d 0014f5401301 0014f540126d 0000 0002 0000 0000 0000 03/05/12-17:04:53 03/06/12-11:28:04 03/05/12-18:11:32 03/05/12-17:05:09 03/05/12-17:05:26 16:18:32 16:16:46 16:18:29 16:17:31 16:18:31 F/W Rev R PG_RSS RDR_RSS - FLAGS PEND none 003.000.038 1 -28 -19 - 000300043 -|--------|none 45 none none none 003.000.038 003.000.038 003.000.038 003.000.038 003.000.038 -28 -28 -19 -28 -29 -28 -19 -36 -19 -25 000300043 000300043 000300043 000300043 000300043 -|--------|S U|S-------|-|--------|-|--------|-|--------|- The following is a list of the Update Flags that may be visible in PEND column. 212 Segment (PIN length, DST times) Card Formats Controller configuration (beacon time, channels, transaction masks, etc.) Users TImezone Intervals WAC I/O Firmware Ping (missing LIF data after association or update) Figure 159 shows the significance of update flag placement between the dividing lines in each entry of the PEND column. Figure 159 Update Flag Placement in PEND Column Left Center Right Currently downloading Pending updates Download complete pending LIF verification –|– – – – – – – –|– Item 11 in Figure 158 shows that the Controller’s Segment download is complete pending LIF verification. Item 12 in Figure 158 shows that the Controller’s Users are currently downloading, with 45% complete, and the Controller’s segment update is pending. Note Only one update flag will be positioned at the left or right, but it is possible for more than one flag at a time to be in the center of an entry in the PEND column. 213 A Glossary 10Base-T access level An access control relationship made between a controller or controllers and a time zone or time zones. An access level is assigned to a badge ID for the purpose of granting access through a controller or controllers during a specified time. access panel A circuit board with on-board memory that is responsible for making most of the decisions in an access control system. activation/deactivation date antipassback 214 The most common Ethernet wiring standard. The date that a credential becomes active or expires. A configuration limiting the ability of consecutive uses for a credential at a reader. Usually, configured with readers installed on both the secure and non-secure side of an opening. Once a credential has been used in a reader to gain access on one side of the opening, the credential cannot be used in the same reader until the credential is used to gain access to a reader from the opposite side of the opening. APB exempt badge badge ID Antipassback exempt. The cardholder with this privilege is exempt from antipassback rules. The credential or token that carries a cardholder’s data. Part of the access control information that is encoded to a token. This information, usually numerical, is unique to a particular credential holder. card format The way that data is arranged and ordered on the card. cardholder An individual who is issued a particular credential. chassis type The designation that defines the physical lock type. Three types exist: cylindrical, mortise, or exit hardware. See those terms for more information. common door A configuration setting that allows for the allocation of duplicate badge ID ranges in separate offline locks. communication port The connector on the bottom of a Lock that allows the lock to be connected to a reader. communication server The server application designed to provide network services to access panels, controllers, PCs and PDAs. credential A physical token, usually a card or fob, encoded with access control information. cylindrical Lock chassis that installs into a circular bore in the door. deadbolt override The ability for an authorized credential to retract both the spring latch and the deadbolt when the deadbolt is engaged directional antenna An antenna type optimized to focus signal from point-to-point over longer distances and through obstacles. 215 dual access ethernet exit hardware extended unlock The most common networking standard in the world, formally known as IEEE 802.3. Lock chassis type that supports exit hardware trim lock. The extra period of time the lock will unlock when an authorized credential with extended unlock privileges is presented. guest A feature that enables you to add and delete cardholders to and from a lock without having to go out to a lock to reprogram it. Host The computer on which Wi-Q AMS software is installed and set up to manage Portal Gateways and readers on the network. IP address input intelligent system controller (ISC) The numeric address (like 192.168.1.1) that identifies each device in a TCP/IP network. A hardware connection point used for status reporting of a particular sensor. See access panel. I/O device A device, such as an alarm or parking gate that can be configured to operate on the network using a Wireless Access Controller. issue code Part of the access control information contained on a credential that allows reuse of the badge ID when a credential is lost, damaged, or stolen. Usually one or two digits in length, this code increments forward when creating a new credential. Access is granted only when the badge ID and the issue code match the current database information. MAC address 216 The requirement for the presentation of two separate, authorized credentials in order to gain entry through an access controlled opening. The Media Access Control number (MAC). A unique, 12-digit number assigned by the manufacturer of a network device. mortise omni-directional antenna packet A lock chassis that installs into a mortised cavity in the edge of a door. An antenna type optimized to provide signal coverage in all directions. A discrete chunk of data, being transferred on a TCP/IP or other addressable network. passage mode The ability to double present an authorized credential within the strike time to unlock an opening. The lock is returned to its original status by a second, double presentation of an authorized credential. portal gateway The Portal Gateway is a wireless device connected to the Host computer through a secure connection to transfer data signals from Wireless Controller locks to and from the Host computer. request to exit A sensor usually installed on the non-secure side of the door that will mask the door position switch upon activation. segment code Part of the access control information that can be encoded to a credential. This information, usually numerical, is unique to a group of credentials. Usually this feature is used to authenticate a credential to a particular organization. sign-on key Number generated within AMS to establish the connection between the readers and the Portals, and ultimately to a segment in the software. site survey kit The Wi-Q Technology Site Survey Kit tool used to determine optimum Portal Gateway location to verify signal strength before permanently installing the hardware. time interval A specific range of time, which corresponds to a particular day or days of the week. A time zone can be comprised of several, individual intervals. 217 time zone unlock duration The time that the lock momentarily unlocks. use limit A configuration limiting a credential to a defined number of uses. Web Interface The software program that allows setup and communication between the Portal Gateway and the Host Computer. Wi-Q Technology Wireless Access Controller 218 A defined range of time for assignment to various access control activities. A time zone may be applied to a reader or readers when creating an access level, to a reader to change the mode of operation, to a relay to activate and deactivate, to an input to mask and unmask, and a host of other operations. Provides efficient, online access control decisions at the door. Wireless Access Controller provides additional capability to connect stand-alone controllers and locks. wireless reader lock The wireless reader lock controls user access at the door and grants user requests according to how they are configured in the software. 219 B Lock installation 220 Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Planning the installation Contents Components checklist These installation instructions describe how to install your 93KQ Cylindrical Lock. Topics covered include: Use the following checklist to make sure that you have the items necessary to install your Electronic Wireless Cylindrical Lock. Planning the installation ............................................... 1 Preparing the door and door jamb .............................. 2 Installing the lock ........................................................... 7 Completing the installation ........................................13 Patents Products covered by one or more of the following patents: 5,590,555 5,794,472 5,083,122 6,720,861 Site survey Use the following survey to record information about the installation site. You need this information to determine how to prepare the door for the lock. Door information Door handing and bevel: ❑ Left hand (LH) ❑ Left hand, reverse bevel (LHRB) ❑ Right hand (RH) ❑ Right hand, reverse bevel (RHRB) inches (1 3/4″ to 2 1/4″ ) Door thickness: Environment information Ambient temperature: ❑ Is within specifications. See the tables below. This product meets the following Locked Door Outdoor test requirements for ANSI/BHMA 156.25: Side of door Range Outside –31°F to +151°F (–35°C to +66°C) This product meets the following Full Indoor test requirements for ANSI/BHMA 156.25: Side of door Range Inside and out+32°F to +120°F (0°C to +49°C) side Components provided in the box: ❑ Chassis with outside lever and outside rose liner assembly ❑ Top and bottom inside covers ❑ Fire plate ❑ Battery holder with batteries ❑ Inside rose liner ❑ Outside escutcheon assembly ❑ Inside lever ❑ Throw member package ❑ Latch ❑ Hub washers ❑ Trim hole insert package ❑ Plastic bushing package ❑ Escutcheon screw package ❑ Door status switch assembly ❑ Strike package ❑ Bar code ID sticker (for your records) ❑ Installation template and instructions Other components: ❑ Core and control key ❑ Temporary operator card Special tools checklist Use the following checklist to make sure that you have the special tools necessary to install your Electronic Wireless Cylindrical Lock. ❑ KD303 Drill jig ❑ T20 TORX® bit driver ❑ KD325 Strike plate locating pin ❑ KD315 Faceplate marking chisel BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Preparing the door and door jamb Installation template Position template and mark drill points Note: If the door is a fabricated hollow metal door, determine whether it is properly reinforced to support the lock. If door reinforcement is not adequate, consult the door manufacturer for information on proper reinforcement. For dimensions for preparing metal doors, see the Q01 and G02 Templates—Installation Specifications for 93KQ Cylindrical Locks. Note: If the door is a LH or RH door, mark the inside of the door. If the door is a LHRB or RHRB door, mark the outside of the door. For uncut doors and frames Centerline of lock 1 Measure and mark the horizontal centerline of the lever (the centerline for the chassis hole) on the door and door jamb. Mark the vertical centerline of the door edge. Note: The recommended height from the floor to the centerline of the crossbore or chassis hole is 38”. 2 Fold the Q05 Template—Installation Template for 93KQ Cylindrical Locks on the dashed line and carefully place it in position on the high side of the door bevel. Figure 1 Positioning the template Note: For steel frame applications, align the template’s horizontal centerline for the latch with the horizontal centerline of the frame’s strike preparation. 3 Tape the template to the door. 4 Center punch the necessary drill points. Refer to the instructions on the template. For doors with standard cylindrical preparation 1 Fold the Q05 Template—Installation Template for 93KQ Cylindrical Locks on the dashed line. Looking through the hole from the opposite side of the door, align the template so that you see the template outline of the 2 1/8″ diameter chassis hole. 2 Tape the template to the door. 3 Center punch the necessary drill points. Refer to the instructions on the template. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Preparing the door and door jamb Drill holes and mortise for latch face 1 Drill the holes listed below: ■ ■ ■ ■ ■ ■ ■ upper and lower trim holes ◆ 5/8″ diameter ◆ through door harness hole ◆ 3/4″ diameter ◆ through door motor wire hole ◆ 7/16″ diameter ◆ through door ◆ before drilling chassis hole chassis hole ◆ 2 1/8″ diameter ◆ through door ◆ after drilling motor wire hole latch hole ◆ 1″ diameter ◆ meets chassis hole door status switch hole ◆ 1″ diameter ◆ meets harness hole anti-rotational hole, see “Use drill jig to drill through-bolt holes” on page 5. ◆ 5/16” diameter ◆ through door Harness hole Door status switch hole Upper trim hole Anti-rotational hole Latch hole Chassis hole Motor wire hole Anti-rotational hole Lower trim hole Latch face mortise Inside of door Figure 2 Drilling holes and mortising for the latch face Note 1: To locate the center of a hole on the opposite side of the door, drill a pilot hole completely through the door. Note 2: For holes through the door, it is best to drill halfway from each side of the door to prevent the door from splintering. 2 Mortise the edge of the door to fit the latch face. 3 Drill the holes for the screws used to install the latch. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Preparing the door and door jamb Install latch 1 Install the latch in the door. Note: The latch tube prongs should be centered and should project into the chassis hole. 2 Check that the door swings freely. Chassis hole Install door status switch and magnet 1 On the door jamb, mark the drill point for the 1″ diameter magnet hole. This hole should be directly opposite the door status switch reader harness hole when the door is closed. Location of latch tube prongs Latch 2 Drill a 1″ diameter hole for the magnet, at least 1 3/4″ deep. 3 Insert the magnet in the hole. Inside of door Figure 3 Installing the latch in the door 4 Insert the door status switch assembly into the door status switch hole in the edge of the door, feeding the connectors out the harness hole to the inside of the door, as shown in Figure 4. Harness hole Magnet Door status switch Door jamb Figure 4 Inside of door Installing the door status switch and magnet BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Preparing the door and door jamb Use drill jig to drill through-bolt holes 1 Press the drill jig (KD303) onto the door, engaging it with the latch tube prongs (see the close-up in Figure 5). Make sure the front edge of the jig is parallel with the door edge. 2 Drill the through-bolt holes (5/16″ diameter) halfway into the door. Drill upper through-bolt hole. 3 Turn over the drill jig and repeat steps 1 and 2 from the opposite side of the door. Note: Replace the drill jig after 10 door preparations. Latch tube prongs Drill lower through-bolt hole. Inside of door Figure 5 Installing the drill jig and drilling the through-bolt holes BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Preparing the door and door jamb Install strike box and strike plate 1 In alignment with the center of the latchbolt, mortise the door jamb to fit the strike box and strike plate. 2 Drill the holes for the screws used to install the strike box and strike plate. Strike box Strike plate 3 Insert the strike box and secure the strike with the two screws provided. 4 Check the position of the deadlocking plunger against the strike plate. Caution: The deadlocking plunger of the latchbolt must make contact with the strike plate, as shown in Figure 6b. The plunger deadlocks the latchbolt and helps prevents someone from forcing the latch open when the door is closed. Door jamb Figure 6a Installing the strike box and strike plate Deadlocking plunger Strike plate Door jamb Figure 6b Aligning the deadlocking plunger with the strike plate BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Installing the lock Remove outside lever or knob 1 Insert the control key into the core and rotate the key 15 degrees to the right. 2 Insert a flat blade screwdriver into the figure-8 core hole and into the lever. 3 Press the screwdriver blade in the direction of the arrow in Figure 7. Note: You cannot remove the lever if the screwdriver blade is inserted too far past the keeper. 4 Slide the lever or knob off of the sleeve. Lever keeper Insert screwdriver blade here. Figure-8 core hole Figure 7 Removing the outside lever Caution: Be careful that you do not disconnect the lever keeper spring. Adjust for door thickness 1 Determine the door’s thickness. 2 Pull the rose locking pin and rotate the outside rose liner until the proper groove on the through-bolt stud lines up with the hub face. 2 1/4″ groove 2″ 1 3/4″ Hub face Motor wire Outside rose liner Figure 8 Throughbolt stud Rose locking pin Adjusting the rose liner for the door thickness BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Installing the lock Retractor Latch tube prong Latch tailpiece From the outside of the door, insert the lock chassis into the 2 1/8″ chassis hole, routing the motor wire through the notch. Caution: Make sure that the latch tube prongs engage the chassis frame and that the latch tailpiece engages the retractor. Latch tube prong Chassis frame Notch Install lock chassis and engage retractor in latch Chassis Inside of door Figure 9 Installing the lock chassis and engaging the retractor in the latch 10 Install the trim hole insert, bushing, and hub washer on outside of door 1 On the outside of the door, insert the trim hole insert into the upper trim hole, as shown in Figure 10. Trim hole insert Bushing 2 Insert the bushing into the harness hole. 3 Slide a hub washer over the chassis sleeve so it rests on the hub. Hub Hub washer Outside of door Figure 10 Installing the outside trim hole insert, bushing, and hub washer BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Installing the lock 11 Install fire plate Position the fire plate on the inside of the door so that the chassis fits through the square opening in the fire plate, as shown in Figure 11. Fire plate Inside of door Figure 11 Installing the fire plate 12 Install through-bolts and inside rose liner 1 Place the inside rose liner on the chassis, aligning the holes in the rose liner with the holes prepared in the door, as shown in Figure 12. Caution: Make sure that the motor wire is pulled toward the top of the fire plate and avoid routing it over any surface that could damage the sleeving or wire insulation. Motor wire RQE connector Rose liner with RQE 2 Install the through-bolts through the rose liner and door in the top and bottom holes. Through-bolt Caution: Make sure that there is clearance for the motor wire between the rose liner and the door. 3 Tighten the rose liner to the door and fire plate with the through-bolts. Inside of door 4 Install the hub washer over the rose liner. Hub washer Figure 12 Installing the through-bolts and rose liner (9K shown) BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Installing the lock 13 RQE connector Harness hole Battery connector Motor connector Door status connector Antenna wire RQE connector Outside escutcheon Route wire harness and position outside escutcheon 1 From the outside of the door, feed the motor connector, battery connector, door status switch, and antenna wire, through the harness hole. Caution: When routing the connectors, make sure the wire harness is not routed across any sharp edges or over any surface that could damage its sleeving or wire insulation. 2 On the inside of the door, insert the two countersunk mounting screws into the holes at the top and bottom of the fire plate. 3 Tighten the mounting screws until the fire plate is securely mounted to the door. Outside of door Figure 13 Feeding the wire harness connectors through the harness hole 14 Route wires on fire plate 1 Route the motor connector wire, RQE connector, and door status connector underneath the side tabs as shown in Figure 14. Antenna wire 2 Route the battery connector and antenna wire above the side tabs. See Figure 15 for additional detail. Battery connector Door status connector Side tabs Door status connector RQE connector Motor connector Inside of door Figure 14 Routing the wires on the fire plate 10 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Installing the lock 15 Connect motor wires, RQE, and door status switch 1 From the inside of the door, make the following connections: ◆ ◆ ◆ Battery connector Antenna wire Motor RQE Door status switch Wire connection Color Motor RQE Door status Yellow-Gray Orange-Brown White No. of wires No. of pins 2 Insert the plastic wire tie through the mounting clip and secure the wires as shown in Figure 15. See Figure 15 for additional detail. Caution: When making the motor connection, make sure: ◆ there are no loose wire connections where the wires are inserted into the connectors ◆ the connectors are firmly mated. Route wire harness on the left side of the fire plate. Mounting clip and wire tie Dress wires so that wire connectors are mated here. Use electric tape to affix them as needed. Figure 15 Routing the wires (view of the inside escutcheon) BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 11 Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Installing the lock 16 Install bottom cover (inside escutcheon) 1 Making sure that the cover does not pinch the wires, guide the bottom cover over the chassis onto the fire plate. 2 Use two cover screws to secure the cover to the side of the fire plate, as shown in Figure 16. Bottom cover Cover screws Note: Phillips Type 2 and T20 Torx options are available for the cover mounting screws. Caution: Dress all wires away from possible pinch points before putting the bottom cover in place. Inside of door Figure 16 Installing the bottom cover Battery holder 17 Antenna 1 Position the battery wires against the fire plate side wall, as shown in Figure 17. Battery wires Fire plate side tabs Battery holding tabs Install battery holder 2 Slide the battery holder behind the fire plate side tabs until it rests on the bent battery holding tabs. Caution: When routing the battery wires, make sure the wires are not routed across any sharp edges or over any surface that could damage their sleeving or wire insulation. 3 Connect the battery holder to the battery connector on the wire harness. Inside of door Caution: When connecting the battery holder, make sure: ◆ there are no loose wire connections where the wires are inserted into the connectors. ◆ the connectors are firmly mated. Figure 17 Installing the battery holder, eight-cell 12 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Completing the installation 18 Install inside and outside levers Note: To use a core and throw member from a manufacturer other than BEST with a Electronic Stand-alone Lock, see the Installation Instructions for 9K Non-interchangeable Cores & Throw Members (T56093) and skip task 19. ■ With the handle pointing toward the door hinges, position a lever on the outside sleeve and push firmly on the lever until it is seated. Repeat, placing the other lever on the inside sleeve. 19 Install core and throw member Outside of door 1 Install the blocking plate onto the throw member. Figure 18 Installing the levers Caution: You must use the blocking plate to prevent unauthorized access. For 6-pin core users only: Install the plastic spacer (not shown, supplied with permanent cores) instead of the blocking plate, on the throw member. Core 2 Insert the control key into the core and rotate the key 15 degrees to the right. Blocking plate 3 Insert the throw member into the core. Throw member 4 Insert the core and throw member into the lever with the control key. 5 Rotate the control key 15 degrees to the left and withdraw the key. Caution: The control key can be used to remove cores and to access doors. Provide adequate security for the control key. Figure 19a Installing the blocking plate and throw member Throw member Core Control key Figure 19b Installing the core BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 13 Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Completing the installation 20 Antenna wire Top cover Install top cover (inside escutcheon) 1 Connect the antenna to its mating connector. 2 Place the top cover against the door and above the fire plate. Slide the top cover down toward the bottom cover as shown in Figure 20b. Caution: As you slide the top cover onto the fire plate, feed the antenna wire down into the bottom cover. Be sure not to pinch the antenna wire on the bottom cover as you slide the top cover into place. 3 Use two cover screws to secure the cover to the side of the fire plate, as shown in Figure 20b. Figure 20a Inside view of top cover Note: Phillips Type 2 and T20 Torx options are available for the cover mounting screws. Cover screws Top cover Antenna wire Inside of door Figure 20b Installing the top cover 14 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 9KQ Cylindrical Locks Completing the installation 21 Test lock For 9KQ Locks with keypad: To test the lock for proper operation before the lock is programmed, follow these instructions: 1 Press 1234. 2 Press #. The green light flashes and the locking mechanism unlocks. 3 Turn the lever and open the door. For all other locks: To test the lock for proper operation before the lock is programmed, use the temporary operator card that came with the lock. This card is for temporary use only. After permanent cards have been programmed for the lock, the temporary card should be deleted. If the mechanism doesn’t unlock, refer to the following table. For additional troubleshooting instructions, see the Service Manual. LEDs Sounder You should Single red flash — Use the card at a moderate speed. Red flashes 3 short tones Use the temporary operator card provided with the lock. Green flashes — Check the motor connection. — — Check the battery connection. 1 Use the temporary operator card to activate the lock. Note: If the lock has a proximity card reader, it may have already been activated by the presence of an object near the card reader. 2 Use the temporary operator card to access the lock. 3 The green light flashes and the locking mechanism unlocks. 4 Turn the lever or knob and open the door. 5 With the door closed, insert and turn the key to unlatch the door. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 15 © 2008–09 Stanley Security Solutions, Inc T82619/Rev B 3109013 ER-7991-12 Oct 2009 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Contents These installation instructions describe how to install your 45HQ Mortise Lock. Topics covered include: Preparing the door ........................................................ 1 Configuring and installing the mortise case .............. 3 Installing the trim .......................................................... 4 Completing the installation.......................................... 9 Patents Products covered by one or more of the following patents: 6,720,861 Identify holes to drill 1 Determine the lock function to be installed. Caution: Determine the inside and outside, hand, and bevel of the door. 2 See the Holes by Function table and Figure 1 to determine the holes to be drilled for the lock function. For hole sizes, see the Q06 Template (T82606). Functions Holes by Function Holes to drill A Forged trim (2 holes)† B Harness† DV TV I/S O/S Through door Through door I/S O/S Through door Through door C Standard cylinder D Sensor & motor wire (2 holes) F Thumb turn G Trim mounting (2 holes)‡ H Lever†† J Door sensing channel (2 holes) † ‡ ■ Figure 1 ■ Through door Through door DO NOT DRILL ■ ■ ■ Identifying holes to drill Through door Through door See Figure Determine trim holes based on trim type. Because these holes pass through the mortise pocket, it is recommended that each hole be drilled separately rather than straight through. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Preparing the door Door edge template Installation template Centerline Centerline Align templates Note: If the door is a fabricated hollow metal door, determine whether it is properly reinforced to support the lock. If door reinforcement is not adequate, consult the door manufacturer for information on proper reinforcement. For dimensions for preparing metal doors, see the Q03 Template—Installation Specifications for 45HQ Mortise Locks (T82603). 1 Separate the four templates provided on the Q06 Template—Installation Template for 45HQ Mortise Locks (T82606). Figure 2 Aligning the templates 2 Position one of the door edge templates on the door, making sure that the lock case mortise shown on the template aligns with the mortise pocket prepared in the door. 3 Using the centerlines on the door edge template as a guide, position the appropriate door template on each side of the door. You need to take the bevel into account. Tape the templates to the door. Door status switch Shield 1 Center punch the necessary drill points. See the instructions on the template. 2 Drill the holes. Note 1: To locate the center of a hole on the opposite side of the door, drill a pilot hole completely through the door. Note 2: For holes through the door, it is best to drill halfway from each side of the door to prevent the door from splintering. Figure 3 Installing the door status switch Center punch and drill holes Install door status switch (optional for deadbolt TV function locks only) 1 Position the shield on the door status switch with the notch facing downwards (towards the mortise pocket). Caution: Make sure the wires are not routed across any sharp edges or over any surface that could damage its sleeving. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Configuring & installing the mortise case 2 Feed the wires for the door status switch into the door status switch hole and through the channel into the mortise cavity and out through one of the sensor and motor wire holes. 3 Press fit the door status switch assembly into the door status switch hole. Rotate latchbolt (if necessary) Latch access point Note: If a function specific mortise case was ordered, some steps for configuring the case have already been performed at the factory. 1 Determine whether you need to rotate the latchbolt to match the handing of the door. Note: The angled surface of the latchbolt must contact the strike when the door closes. 2 If you need to rotate the latchbolt, insert a flat blade screwdriver into the latch access point approximately 1/2″ into the case and press to extend the latch out of the case. See Figure 4. 3 Rotate the latchbolt 190 degrees (slightly past 180 degrees) and allow it to retract into the case. Figure 4 Rotating the latchbolt Position hub toggles (if necessary) 1 Check whether the hub toggles are in the proper position for the lock. See the table below and Figure 5. Hub toggle positions Function Hub toggle positions DV, TV Inside down (always unlocked) & outside up (lockable) Note: For LH & LHRB doors, the inside is the back side of the case and the outside is the cover side of the case. For RH & RHRB doors, the inside is the cover side of the case and the outside is the back side of the case. The cover is mounted to the case with four screws. 2 To change the position of a hub toggle, remove the toggle screw, move the toggle into the desired position, and re-tighten the screw. Hub toggle Figure 5 Hub toggle Positioning hub toggles BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Installing the trim Mortise cavity 1 Drill the holes for the case mounting screws. 2 Insert the mortise case into the mortise cavity, while feeding the sensor and motor wires into the mortise cavity and out the two sensor & motor wire holes to the inside of the door as shown in Figure 6. Note: The armored front of the mortise case selfadjusts to the door bevel. 3 Secure the mortise case with the case mounting screws. Mortise case Case mounting screws Sensor & motor wire holes Figure 6 Install mortise case Sensor wires and motor wires Installing the mortise case (inside of door) Install trim mounting plates 1 Insert the outside trim mounting plate through the door and mortise case. 2 Position the inside trim mounting plate opposite the outside trim mounting plate and screw them securely in place. Caution: Do not overtighten the trim mounting plate screws. Overtightening may damage the locking mechanism. 3 By temporarily installing a lever, test the lock to make sure that it doesn’t bind. Outside mounting plate Inside mounting plate Figure 7 Installing the trim mounting plates BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Installing the trim Install concealed cylinder & core 1 Use a cylinder wrench to thread the cylinder into the mortise case so that the groove around the cylinder is even with the door surface as shown in Figure 8. Caution: A malfunction can occur if the cylinder is threaded in too far. 2 Secure the cylinder in the mortise case with the cylinder retainer screw. 3 Insert the control key into the core and rotate the key 15 degrees to the right. 4 With the control key in the core, insert the core into the cylinder. 5 Rotate the control key 15 degrees to the left and withdraw the key. Caution: The control key can be used to remove cores and to access doors. Provide adequate security for the control key. 10 Install trim hole insert and bushing Cylinder retainer screw Figure 8 Installing the concealed cylinder 1 Insert the trim hole insert into the upper trim hole on the outside of the door, as shown in Figure 9. 2 Insert the bushing into the harness hole on the outside of the door, as shown in Figure 9. Trim hole insert Bushing Outside of door Figure 9 Installing the trim hole insert and bushing BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Installing the trim 11 Harness hole Sensor connectors Battery connector Motor connector Antenna Outside escutcheon Outside of door Figure 10 Feeding the wire harness connectors through the harness hole Antenna wire Mounting screws Route wire harnesses and position outside escutcheon 1 From the outside of the door, feed the motor connector, battery connector, and sensor connectors through the harness hole. Caution: When routing the connectors, make sure the harnesses are not routed across any sharp edges or over any surface that could damage their sleeving or wire insulation. 2 Perform these steps: a Firmly press the outside escutcheon in position on the door. The core should be flush with the outer surface of the escutcheon. b If necessary, adjust the cylinder depth plus or minus one turn so that the core is flush with the outer surface of the escutcheon. c Secure the cylinder in the mortise case with the cylinder clamp screw. 3 Rest the outside escutcheon on the door by inserting the trim studs into the trim holes. 12 Install fire plate 1 From the inside of the door, feed the wiring through the fire plate harness hole. 2 Position the fire plate on the door so that the inside mounting plate fits through the square opening in the fire plate. 3 Insert the two counter sunk mounting screws into the holes at the top and bottom of the fire plate. 4 Tighten the mounting screws until the fire plate is securely mounted to the door. Inside of door Figure 11 Installing the fire plate BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Installing the trim 13 Connect wire harnesses 1 From the inside of the door, make the following connections: Antenna wire No. of No. of wires pins Wire connection Colors Motor Yellow-gray Key override sensor Gray Deadbolt sensor Blue RQE Orange-brown Door sensing White Latchbolt sensing Purple 2 Insert the plastic wire tie through the mounting clip and secure the wires as shown in Figure 12. Note: It is physically possible to connect the key override sensor connector from the mortise case to the battery connector from the wire harness. To avoid this mistake, connect only the connectors with matching wire colors. Caution: When making the motor connection and sensor connections, make sure: ◆ there are no loose wire connections where the wires are inserted into the connectors ◆ the connectors are firmly mated Route wire harness on the left side of the fire plate. Mounting clip and wire tie Dress wires so that wire connectors are mated here. Use electric tape to affix them as needed. Figure 12 Routing the wires BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Installing the trim 14 Antenna wire Battery wires Thumb turn (optional) Cover screws Install bottom cover (inside escutcheon) 1 Position the battery wires above the side tabs and against the side of the fire plate, as shown in Figure 13. 2 Optional for Thumb Turn option only: Make sure that the Thumb Turn is in the upright position, as shown in Figure 13. 3 Making sure that the cover does not pinch the wires, guide the bottom cover over the chassis onto the fire plate. Note: Phillips Type 2 and T20 Torx options are available for the cover mounting screws. Bottom cover Inside of door Figure 13 Installing the bottom cover BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Completing the installation 15 Battery wires Install battery holder 1 Position the battery wires against the fire plate side wall, as shown in Figure 14. 2 Slide the battery holder behind the fire plate side tabs until it rests on the bent battery holding tabs. Caution: When routing the battery wires, make sure the wires are not routed across any sharp edges or over any surface that could damage their sleeving or wire insulation. 3 Connect the battery pack to the battery connector on the wire harness. Caution: When connecting the battery pack, make sure: ◆ there are no loose wire connections where the wires are inserted into the connectors. ◆ the connectors are firmly mated. 16 Battery wires Battery holder Antenna wire Battery holding tabs Install inside and outside levers 1 Unscrew the inside spindle one full turn to allow the spindles to turn freely. 2 With the handle pointing toward the door hinges, insert the outside lever and spindles assembly into the lock from the outside of the door. 3 Slide the inside lever onto the inside spindle and secure it with the set screw. 4 Making sure that the core is positioned properly in the outside escutcheon (DV and TV function Locks only) and the escutcheons are aligned properly on the door, tighten the escutcheon mounting screws. Note: If a core is not available, you can use the cylinder wrench to help you align the core opening in the escutcheon. 5 Turn the levers to check that they operate smoothly. Inside of door Figure 14 Installing the battery holder Location of set screw Outside of door Inside of door Spindles Figure 15 Installing the levers BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Completing the installation 17 Antenna wire Top cover Figure 16 Inside view of top cover 1 Connect the antenna to its mating connector. 2 Place the top cover against the door and above the fire plate. Slide the top cover down toward the bottom cover as shown in Figure 17. Caution: As you slide the top cover onto the fire plate, feed the antenna wire down into the bottom cover. Be sure not to pinch the antenna wire on the bottom cover as you slide the top cover into place. 3 Use two cover screws to secure the cover to the side of the fire plate, as shown in Figure 17. Note: Phillips Type 2 and T20 Torx options are available for the cover mounting screws. 18 Cover screws Wireless cover Install top cover (inside escutcheon) Install mortise case faceplate 1 Secure the mortise case faceplate to the mortise case with the faceplate mounting screws. 2 Check the lock for proper operation. Antenna wire Mortise case faceplate Faceplate mounting screws Inside of door Figure 17 Installing the top cover 10 Outside of door Figure 18 Installing the mortise case faceplate BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Completing the installation 19 Install strike box and strike plate 1 Insert the strike box into the mortise in the door jamb. Place the strike plate over the strike box and secure the strike with the screws provided. 2 Check the position of the auxiliary bolt against the strike plate. Caution: The auxiliary bolt must make contact with the strike plate. The auxiliary bolt deadlocks the latchbolt and prevents someone from forcing the latch open when the door is closed. If the incorrect strike is installed, a lock-in can occur. Note: The recommended gap between the door and jamb is 1/8″ . Make sure to position the magnet at the top. Strike box with magnet Strike plate Door jamb Figure 19a Installing the strike box and strike plate Strike plate Auxiliary bolt Figure 19b Positioning the strike BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc 11 Installation Instructions for Wi-Q™ Technology 45HQ Mortise Locks Testing the lock 20 Test lock For 45HQ Locks with keypad To test the lock for proper operation before the lock is programmed, follow these instructions: 1 Press 1234. 2 Press #. The green light flashes and the locking mechanism unlocks. 3 Turn the lever and open the door. For all other locks: To test the lock for proper operation before the lock is programmed, use the temporary operator card that came with the lock. This card is for temporary use only. After permanent cards have been programmed for the lock, the temporary card should be deleted. 1 Use the temporary operator card to activate the lock. Note: If the lock has a proximity card reader, it may have already been activated by the presence of an object near the card reader. 2 Use the temporary operator card to access the lock. The green light flashes and the locking mechanism unlocks. 3 Turn the lever and open the door. If the mechanism doesn’t unlock, refer to the following table. For additional troubleshooting instructions, see the Service Manual. LEDs Sounder You should Single red flash — Use the card at a moderate speed. Red flashes 3 short tones Use the temporary operator card provided with the lock. Green flashes — Check the motor connection. — — Check the battery connection. For all locks 1 Insert and turn the key to unlatch the door. For all TV function locks 2 From the inside of the door, turn the turn knob and make sure that the deadbolt operates properly. ©2008–2009 Stanley Security Solutions, Inc T82623/Rev C 3108931 ER-7991-12 Oct 2009 12 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Introduction Contents These installation instructions describe how to install your BEST® Wi-Q Technology™ EXQ Series Exit Hardware Trim. Electronic Stand-Alone Exit Hardware Trim is available for use with the following types of wide stile exit devices: Precision® brand manufactured by Stanley (2000 Series), Von Duprin® (98/99 Series), and Sargent® (8800 Series). Not all features are available for all exit device configurations. The table below details what sensors are available for which exit device configurations: These instructions cover the following topics: Device Precision Rim (2100) Surface Vertical (2200) Mortise (2300) Wood Door Concealed (2700) Concealed Vertical (2800) Von Duprind Rim Surface Vertical Concealed Vertical Sargente Rimf a. b. c. d. e. f. DSa TSb LSc ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Planning the installation................................................ 1 Preparing the door.......................................................... 3 Installing the exit hardware and trim ........................... 7 Completing the installation ......................................... 16 Site survey Use the following survey to record information about the installation site and hardware application. Exit hardware type: ❑ rim ❑ surface vertical rod ❑ mortise ❑ concealed vertical rod Door handing and bevel: ❑ Left-hand reverse bevel (LHRB) ❑ Right-hand reverse bevel (RHRB) Door type: ❑ Wood ❑ Metal Door thickness: inches (1-3/4″ to 2-1/4″ ) Components checklist Use the following checklist to make sure that you have the items necessary to install your EXQ Exit Hardware Trim. ■ ■ ❑ Escutcheon and lever assembly ■ Door position sensing Request-to-exit (PHI touchbar monitoring) Latch sensing Von Duprin is a registered trademark of Von Duprin, Inc. Sargent is a registered trademark of Sargent Mfg. Co. Latch must have lift-type trim input (8863) BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim ❑ Battery bracket ❑ 7-pin core (only included if ordered with trim) ST BE ❑ Cylinder mounting sleeve (for Von Duprin functions only) ❑ Door position switch with magnet ❑ Temporary operator card Tempora ry Operator ❑ Battery cover with antenna ❑ Key cylinder and keys (only included if ordered with trim). OR Rim cylinder Tools required ❑ Battery pack Use the following checklist to make sure that you have the tools necessary to install your EXQ Exit Hardware Trim. ❑ ❑ ❑ ❑ ❑ ❑ ❑ Battery cover screw package ❑ Bar code ID sticker (for your records) ❑ Cable ties, buttsplices, and tape ❑ Installation templates and instructions Installation Instructions Wi-Q Technology™ Exit Hardware Trim EXQ Introduction for These installation instructions Site survey describe BEST® Wi-Q Technology™ to install your Use the following survey EXQ Series Exit how Electronic Stand-Alone Hardware Trim. to record information about installation site and hardware Exit Hardware Trim use with the following types the available for application. of wide stile exitisdevices Exit hardware type: manufactured by Stanley-Precision Series) and Von Duprin® Hardware (2000 rim surface vertical Not all features are available(98/99 Series): mortise concealed verticalrod for all tions. The table below Door handing and bevel: rod details what exit device configurafor which exit device Left-hand reverse bevel (LHRB) configurations: sensors are available Right-hand reverse bevel (RHRB) Device Door type: DS a TS b LS c Precision Wood Metal Door thickness: Rim (2100) inches (1-3/4″ to 2-1/4″ ) Surface Vertical (2200) Components checklist Mortise (2300) Use the following checklist to make sure that you have items necessary to install Wood Door Concealed (2700) your EXQ Exit Hardware Trim. the Concealed Vertical (2800) Escutcheon Von Duprin lever assemblyand Rim Surface Vertical Concealed Vertical a. Door position sensing b. Request-to-exit (PHI touchbar monitoring) c. Latch sensing Contents These instructions cover the following topics: Planning the ................................................ Preparing the installation .......................................................... Installing the exitdoor hardware and trim............................ Completing the installation.................. ........................15 8 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Battery bracket Electric drill (preferably corded) Jigsaw Wire snips Wire strippers Phillips screwdriver Measuring tape ❑ ❑ ❑ ❑ ❑ ❑ Straight edge Square Pencil/marker 7/16” dia drill bit 7/8” dia drill bit 1” dia hole saw For Precision® Hardware and Sargent installations ❑ 1-3/8” dia hole saw (EV function only) ❑ 1-1/8” dia hole saw For Von Duprin® installations ❑ 2” dia hole saw ❑ 3/4” dia hole saw For BEST® cylinders ❑ BEST ED211 cylinder wrench For surface vertical exit devices ❑ Razor blade Mortise cylinder BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Preparing the door Mark centerlines Note 1: If retrofitting to an existing exit hardware installation, skip this task. Instead, remove the exit hardware from the door. Vertical centerline Note 2: If the door is a fabricated hollow metal door, determine whether it is properly reinforced to support the lock. If door reinforcement is not adequate, consult the door manufacturer for information on proper reinforcement. 1 Prepare the push side of the door according to the exit device manufacturer’s installation instructions. Note: The tape-on template supplied with the EXQ trim will supersede the exit device template in the trim area. 2 Transfer horizontal and vertical centerlines to the outside of the door face. Note: When measuring from the edge of the door, take into account the door bevel (if any). Precision Straight edge Figure 1 Marking centerlines on outside door face Determine required door prep 1 Determine which template is applicable (Q08 for Precision and Sargent, Q07 for Von Duprin) and discard the other one. 2 Based on the kind of exit device you have, use the table below to locate the appropriate door preparation. 3 On the template, circle the holes needed for your installation and cross out those that are not applicable. Von Duprin Horizontal centerline Device Rim (2100) Surface Vertical (2200) Mortise (2300) Wood Door Concealed (2700) Concealed Vertical (2800) Rim (with RQE) Rim (without RQE) Surface Vertical Concealed Vertical Sargent Rim Note: Follow the Precision 2300 door preparation for Sargent, ignoring any steps directly pertaining to the mortise lock or key cylinder. Figure Figure 2 Figure 3 Figure 4 Figure 3 Figure 3 Figure 5 Figure 7 Figure 7 Figure 7 Figure 6 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Preparing the door Hole Description Battery bracket hole 7/16″ diameter, thru door Battery bracket/harness hole 7/8″ diameter, thru door Sensor harness rout- 7/16″ diameter, thru ing hole door Door sensing switch mounting hole and channel 1” diameter hole, drilled 1-3/4” deep, then 7/16” channel to intersect door sensing wire routing hole. Escutcheon mounting holes 7/16″ diameter, thru door Door sensing switch 1” diameter hole, magnet hole (in door drilled 1-3/4” deep frame or opposing (NOT SHOWN). door leaf) Cylinder hole Precision: 1-3/8″ diameter, thru door (for 2300, only into mortise cavity) Von Duprin: 2″ diameter thru door Lift finger slot Precision/Sargent: 1-1/8″ diameter slot, thru door Von Duprin: 3/4″ diameter slot, thru door Outside of LHRB door Figure 2 Outside of RHRB door Outside door prep for use with Precision exit hardware, 2100 Series Outside of LHRB door Figure 3 Instructions Outside of RHRB door Outside door prep for use with Precision exit hardware, 2200, 2700, and 2800 Series BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Preparing the door mortise cavity Outside of LHRB door Figure 4 Outside of RHRB door Outside door prep for use with Precision exit hardware, 2300 Series Outside of LHRB door Figure 6 Outside door prep for use with Sargent 8863 exit hardware Outside of LHRB door Figure 5 Outside of RHRB door Outside of RHRB door Outside door prep for use with Von Duprin exit hardware, Rim with RQE only Outside of LHRB door Figure 7 Outside of RHRB door Outside door prep for use with Von Duprin exit hardware. Use for all Von Duprin vertical rods and rim without RQE BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Preparing the door Vertical centerline of lock Trim template 1 For new installations a Cut the applicable template along the dashed lines. b Align the horizontal and vertical centerlines marked on the template with the centerlines marked on the OUTSIDE of the door (from step 1). See Figure 8. For retrofit installations Align the mounting holes for the escutcheon and lock stile case shown on the template with the mounting holes already present in the door. Note: The outside escutcheon is mounted using the four lock stile case mounting holes (‘A’ holes); these holes must be 7/16″ in diameter and drilled completely through the door. Horizontal centerline of lock Outside of door Figure 8 Positioning the trim template, Q08 LHRB shown Position trim template and mark drill points 2 Tape the template to the OUTSIDE of the door in the properly aligned position. 3 Center punch the necessary drill points. Refer to the instructions on the template and the figures of the previous step. Mortise for mortise case and faceplate (mortise exit devices only) Note: If retrofitting the EXQ Exit Hardware Trim to an existing exit hardware installation, skip this task. Mortise the edge of the door for the mortise case and faceplate; follow the instructions provided by the exit hardware manufacturer. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim Drill holes Door sensing switch Caution: Double-check for the correct lock function, hand, and bevel before drilling. 1 Drill the trim holes that are required for your application; follow the instructions on the trim template and refer to the figures in step 2. Note 1: To locate the center of a hole on the opposite side of the door, drill a small pilot hole through the door. Note 2: For holes through a wood door, drill halfway from each side of the door to keep the door from splintering. Install mortise case (mortise exit devices only) Install the mortise case in the door; follow the instructions provided by the exit hardware manufacturer. Install door sensing switch Wire routing hole Door sensing magnet Door sensing harness Route the door sensing harness to the inside. See Q07 and Q08 templates for other door sensing wire routing. Inside Door 1 Clip off the purple wires and connector and remove. 2 Clip off the connector from the white door sensing harness (with black sleeving) and leave as much wire as possible. See Figure 9. These wires will be buttspliced to the sensing harness from the trim. See “Route sensor wires” on page 14. 3 Route the door sensing switch wires through the channel and out through the wire routing hole to the exit device side. See Figure 9. 4 Press-fit the door sensing switch into the 1” diameter hole in the door. 5 Mark and drill 1” diameter hole in the frame, aligned with the door position switch (for the magnet). Note: For double-door applications, this hole will be into the edge of the opposing door leaf (not the frame). Clip both connectors off here Figure 9 Frame Installing the door sensing switch and magnet, Precision 2100 shown 6 Press-fit the door sensing magnet into the 1” diameter hole in the frame. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim Antenna cable Antenna cable Primary harness Primary harness Re-route sensor harness (if applicable) Looking at the back of the trim, compare it to the pictures in Figure 10. If your trim does not match the proper picture, then follow the applicable steps below to re-route the sensor harness. Sensor harness Sensor harness Antenna cable PHI Rim (2100) PHI Vertical (2200/2700/2800) Antenna cable Primary harness Primary harness Sensor harness Sensor harness PHI Mortise (2300) & Sargent (8800) Von Duprin Rim (LHRB) Antenna cable Antenna cable Primary harness Primary harness Sensor harness Sensor harness Von Duprin Rim (RHRB) Von Duprin Verticals Figure 10 Variations of EXQ Trim rear view BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim 1 Carefully peel the black gasket off of the back of the trim. Set it aside to be re-applied later. 2 Remove the backplate from the trim by removing the four screws that attach it. 3 While the gasket and backplate are removed, change the handing of the trim if necessary. Do so by removing the four threaded guide pins and retaining ring as shown in Figure 11, pulling out and flipping the lever 180 degrees, and then reassembling. Guide pins Lever Retaining ring For Precision 2100 devices 4 Re-route the sensor harness out through the alternate wire-routing hole as shown in Figure 12. 5 Reattach the backplate ensuring that the springs are properly seated and wires are not pinched. 6 Reapply the gasket. Yoke finger Figure 11 Changing the hand of the trim (if needed) Backplate Route sensor harness here Sensor harness Figure 12 Re-routing the sensor harness for Precision 2100 exit devices BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim For Precision 2200, 2700 and 2800 devices 4 Re-route the sensor harness around the cylinder hole and around the escutcheon boss, then out through the alternate wire-routing hole as shown in Figure 13. 5 Reattach the backplate ensuring that the springs are properly seated and wires are not pinched. 6 Reapply the gasket. Backplate Sensor harness For Precision 2300 and Sargent 8800 devices 4 Re-route the sensor harness toward the top of the escutcheon to the same area as the battery cable, antenna cable and relay shunts. See Figure 14. 5 Reattach the backplate ensuring that the springs are properly seated and wires are not pinched. 6 Reapply the gasket. Route sensor harness here Figure 13 Re-routing the sensor harness for Precision 2200, 2700 and 2800 exit devices Route sensor harness here For Von Duprin Rim devices with RQE 4 Re-route the sensor harness around the cylinder hole and around the escutcheon boss, then out through one of the alternate wire-routing holes (based on handing) as shown in Figure 15. 5 Reattach the backplate ensuring that the springs are properly seated and wires are not pinched. 6 Reapply the gasket. Backplate Backplate Sensor harness Sensor harness Route sensor harness here for LHRB Figure 14 Re-routing the sensor harness for Precision 2300 and Sargent 8800 exit devices 10 Route sensor harness here for RHRB Figure 15 Re-routing the sensor harness for Von Duprin with RQE BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim For Von Duprin vertical rod devices and rim without RQE 4 Re-route the sensor harness as shown in Figure 16. 5 Reattach the backplate ensuring that the springs are properly seated and wires are not pinched. 6 Reapply the gasket. Route sensor harness here Backplate Install cylinder (Von Duprin only) Sensor harness 1 To determine the correct spindle length, try the cylinder in the door while holding the escutcheon and lock stile case in place. Then break off the spindle at the groove where it will engage correctly with the latching mechanism. If necessary break off the mounting screws as shown in Figure 17. 2 From the front of the escutcheon, insert the cylinder into the cylinder opening. 3 Holding the cylinder in position in the escutcheon, insert the cylinder mounting sleeve through the back of the escutcheon, over the cylinder. 4 Orient the cylinder and clamp plate as shown in Figure 17. From the back of the escutcheon, secure the cylinder and mounting sleeve using the clamp plate and mounting screws. Figure 16 Re-routing the sensor harness for Von Duprin vertical rod and rim without RQE exit devices Spindle Clamp plate Screws Rim cylinder Break off the screws here. Mounting sleeve Orient the curve toward the cylinder. Escutcheon Figure 17 Installing the cylinder for Von Duprin rim and rod exit devices BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 11 Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim Relay shunt (Future use) Battery connector Antenna wire Sensor harness Battery bracket/ harness hole Door sensing switch and wires Escutcheon 10 1 From the outside of the door, feed the antenna wire and battery connector (with relay shunt) through the battery bracket/harness hole as shown in Figure 18. Caution 1: When routing the connectors, make sure the harnesses are not routed across any sharp edges or over any surface that could damage their sleeving or wire insulation. Caution 2: Do not strain the wire harness either by pulling too hard on it or by dangling the escutcheon from it. 2 Route the sensor harness through the door (same hole as the door sensing wires). 3 Rest the escutcheon on the door by inserting the trim studs into the mounting holes. 11 Outside of door Figure 18 Feeding the wires through the door Route wire harnesses and position escutcheon Install cylinder (Precision devices) For rim and vertical rod exit device installations (rim cylinder) 1 To determine the correct spindle length, try the cylinder in the door while holding the escutcheon and lock stile case in place. Then break off the spindle at the groove where it will engage correctly with the latching mechanism. Break off the mounting screws at the groove where they will secure the clamp plate to the cylinder. 2 Insert the cylinder through the cylinder opening in the escutcheon and into the door as shown in Figure 19. 3 Orient the cylinder and clamp plate as shown in Figure 20. From the inside of the door, secure the cylinder using the clamp plate and mounting screws. Rim cylinder Escutcheon Outside of door Figure 19 Installing the cylinder 12 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim For mortise exit device installations (mortise cylinder) 1 For doors less than 2″ in thickness, place the cylinder ring provided on the cylinder. 2 Rotate the cylinder cam to the 12 o’clock position, as shown in Figure 21. 3 Using a cylinder wrench (ED211), insert the cylinder through the cylinder opening in the escutcheon and screw the cylinder into the mortise case. Make sure that the figure-8 hole is in the 12 o’clock position. Caution: Do not screw the cylinder in too tightly. Doing so may cause users to be locked out. 12 Screws Clamp plate Spindle Orient the curve toward the cylinder. Rim cylinder Figure 20 Rim cylinder components View of the back of the cylinder Install exit hardware and secure escutcheon Cam in 12 o’clock position For Precision 2200, 2700 and 2800 exit devices only ■ Drill a 5/16” hole through the front part of the chassis as shown in Figure 22. (This hole is used to pass the sensor harness and door position switch wires into the chassis area.) Mortise cylinder Figure 21 Mortise cylinder components For all exit devices 1 Make any adjustments to the exit hardware necessary for compatibility with lever function outside trim. 2 Install the exit hardware (lock stile case, touch bar assembly, latches and rods [if applicable], and related hardware); follow the instructions provided by the exit hardware manufacturer. Note: The escutcheon is secured on the outside of the door by the screws used to mount the lock stile case on the inside of the door. Drill 5/16” hole thru the face of the chassis here. Caution: When securing the escutcheon, make sure that it does not pinch any wires. Drill ONLY for 2200, 2700 and 2800 devices Figure 22 Drilling 5/16” hole for Precision 2200, 2700, and 2800 exit devices only BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 13 Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim 13 Wire entry from trim for rim (2100) device Use the following table to determine sensing wire functions: Wire entry from trim for vertical rod (2200, 2700, 2800) device Pull sensor wires to top of device head (shaded area) EXQ Trim NO Violet Blue COM Blue Latchbolt switch NC Red Sensor harness NO = Normally Open NC = Normally Closed COM = Common Wht Wht Wht Wht Org NC Org Tan COM Tan Butt splices Not used Door position switch Touchbar switch NO Yellow Colors Touchbar monitoring (RQE) Orange and tan Door sensing White Latchbolt sensing Red and blue Note: For Von Duprin applications with RQE, touchbar switch wires must be re-routed into the device head in such a way as to avoid any pinching or contact with moving parts. The sensor harness can be routed into the head area through any suitable hole in the chassis. 2 Cut the wires to the appropriate length (that is, remove the excess to leave minimal slack after the spliced connections). 3 Strip the wire ends for connection using the buttsplices. 4 Make wire connections as detailed in Figure 24 or Figure 25 using the butt-splices (provided). Note: For Sargent devices, connect the door position switch to the two white sensor harness wires. Note: In the case of unused wires, be sure to cover the ends with electrical tape. Not used Figure 24 Schematic diagram for connecting Precision sensor harness wires 14 No. of wires Wire function 1 Pull wires from the sensor harness, door position switch, latchbolt switch, and touchbar switch to the top of the device head as shown in Figure 23. Note: For Precision 2300, Sargent 8800, or any Von Duprin application without RQE, pull the door position switch and sensor harness wires into the battery bracket area rather than the device head. Figure 23 Pulling sensor harnesses to the top of the device head Red Route sensor wires BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim 5 Make sure to route and dress the wires so that they do not interfere with any moving parts. 6 Tape the wires to the device head (some tape is provided). Note: For Precision 2200, 2700, and 2800 exit devices, use cable ties in addition to the tape, to hold wires as shown in Figure 26. NO = Normally Open NC = Normally Closed COM = Common EXQ Trim Butt splices Org NC Blue Tan COM Red Touchbar switch NO Yellow 7 Install the case cover. Sensor harness Wht Wht Wht Wht Red Blue Not used Door position switch Not used Figure 25 Schematic diagram for connecting Von Duprin sensor harness wires TOP Sensor harness coming thru the 5/16” hole described in Figure 17 Use cable tie here to secure the sensor harness Cable tie Figure 26 Using cable ties to hold wires for Precision 2200, 2700, and 2800 exit devices BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 15 Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Installing the exit hardware and trim 14 Install core 1 Insert the control key into the core and rotate the key 15 degrees to the right. 2 With the control key in the core, insert the core into the cylinder as shown in Figure 27. 3 Rotate the control key 15 degrees to the left and withdraw the key. Caution: The control key can be used to remove cores and to access doors. Provide adequate security for the control key. Cylinder Core Control key 15 Outside of door Install mortise case faceplate (mortise exit devices only) 1 Secure the mortise case faceplate to the mortise case; follow the instructions provided by the exit hardware manufacturer. 2 Check the lock for proper operation. Figure 27 Installing the core 16 Install strike(s) Note: If retrofitting the trim to an existing exit hardware installation, skip this task. 1 Install the strike(s) in the door frame or door stop; follow the instructions provided by the exit hardware manufacturer. 2 Check the lock for proper alignment between the strike(s) and latch(es). 16 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Completing the installation 17 Install battery bracket on door Battery connector 1 Position the battery bracket on the inside of the door as shown in Figure 28. Note: If installing with a surface rod exit device, the battery bracket is mounted over the upper rod. Battery bracket Mounting screws 2 Secure the battery bracket to the door using two of the mounting screws provided. Note: For doors less than 2″ in thickness, use the 1 1/4″ screws. For doors 2″ or greater, use the 1 3/4″ screws. Caution: When routing the wire harness, make sure the wires are not routed across any sharp edges or over any surface that could damage their sleeving or wire insulation. Keep away from any moving parts. 3 Tape all wires to the bracket using the tape provided. Note: For Precision 2300, Sargent 8800, or any Von Duprin exit device without RQE, sensor harness and door position switch wires will also be run into this area of the battery bracket. Antenna wire Relay shunt wires Inside of door Figure 28 Installing the battery bracket on the door BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 17 Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Completing the installation 18 Battery pack Battery bracket Antenna wire Relay shunt wires Inside of door Figure 29 Connecting the battery pack Install battery pack in bracket 1 Connect the battery pack to the battery connector on the wire harness as shown in Figure 29. Caution: When connecting the battery pack, make sure: — there are no loose wire connections where the wires are inserted into the connectors — the connectors are firmly mated. 2 Place the battery pack in the holder inside the battery bracket and dress the wire harness inside the bracket. Caution: The battery pack fit will be snug. Make sure you do not damage the sleeving on the battery pack. Doing so may cause the batteries to drain. 3 If installing with a surface vertical rod device, dress the wire harness inside the bracket to the left of the rod so that the harness will not interfere with the movement of the rods. We recommend that you loosely coil the harness and use a cable tie to secure the coil. To avoid damaging the harness, do not put any sharp bends in it or flex it close to the connectors. Caution: Failure to dress the wire harness away from the rod could damage the wire harness, causing the lock’s electronics to not work properly. 18 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Completing the installation 19 Battery bracket Install battery/antenna cover 1 If installing with a surface vertical rod exit device, carefully use a razor blade to remove the knockouts for the rod from the battery cover. See Figure 30. 2 Connect the antenna to its mating connector. 3 Coil the antenna wire carefully inside the battery cover. Caution: Carefully bend, but do not twist or kink the antenna wire. Doing so may significantly reduce or completely interrupt signal transmission. 4 Making sure that the battery/antenna cover does not pinch any wires, place the battery/antenna cover over the bracket and battery. 5 Secure the battery cover with the provided self-tapping screws. Caution: Tighten screws firmly but do not overtighten. Over-tightening may strip screw holes or crack the cover. Knockout Battery/ antenna cover Antenna wire Carefully bend, but DO NOT TWIST OR KINK the antenna wire! Figure 30 Installing the battery cover over the battery bracket and connecting the antenna BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. 19 Installation Instructions for Wi-Q Technology™ EXQ Exit Hardware Trim Completing the installation 20 If the mechanism doesn’t unlock, refer to the following table. Test lock For EXQ Locks with keypad only: To test the lock for proper operation before the lock is programmed, follow these instructions: 1 Press 1234. 2 Press #. The green light flashes and the locking mechanism unlocks. 3 Turn the lever and open the door. For all other locks: To test the lock for proper operation before the lock is programmed, use the temporary operator card that came with the lock. This card is for temporary use only. After permanent cards have been programmed for the lock, the temporary card should be deleted. 1 Use the temporary operator card to activate the lock. 2 Use the temporary operator card to access the lock. The green light flashes and the locking mechanism unlocks. 3 Turn the lever or knob and open the door. 4 With the door closed, insert and turn the key to unlatch the door. LEDs Sounder You should Single red flash 1 short tone Use the card at a moderate speed. Single red flash 3 short tones Use the temporary operator card provided with the lock. or Perform a door reset to restore to the factory default settings (the lock may already be associated/programmed) Alternating red and green flashes none Check the motor connection. none none Check the battery connection. Important: When the trim and exit hardware installation is complete, perform all testing specified by the exit hardware manufacturer. ©2008–2009 Stanley Security Solutions, Inc. and Stanley Logistics, Inc. T82621/Rev D 3108554 ER-7991-12 April 2009 20 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Wi-Q™ Technology WQX-WAC Wireless Access Controllers Introduction The WQX Wireless Access Controller (WAC) controls access to one door or access point. It runs on four AA batteries, or can be externally powered with a DC power supply. The WAC can be purchased integrated in a box with power supply or can be purchased standalone. If purchased as a stand-alone unit the power supply powering the WAC (WQX alone with no other devices connected) must be able to deliver at least 500mA.a Antenna Components provided in the box ❑ Wireless Access Controller with antenna ❑ Batteries ❑ Documentation Optional components ❑ Indoor ceiling mount omni-directional antenna ❑ Indoor wall mount directional antenna ❑ Outdoor mount directional antenna ❑ Outdoor mount omni-directional antenna ❑ Enclosure Power terminal Mounting hole Four AA Batteries Mounting hole Terminals Figure 1 Wireless Access Controller, shown without cover Site survey If a site survey has not been completed, contact your Stanley Representative. Components checklist Use the following checklist to make sure that you have the items necessary to install your Wireless Access Controller. Mount Wireless Access Controller The standard WAC comes with a small antenna, but you may need a supplemental antenna for your application. See the Site Survey Tool Quick Reference Guide for more antenna information. 1 Determine the appropriate location for the wireless single door controller, making sure that the antenna will have maximum exposure for signal transmission. 2 Mount the Wireless Access Controller box. 3 Screw on antenna as shown in Figure 1 so that it’s vertical and upright. 4 Install batteries if needed. Install other hardware as necessary Make sure all other system components are mounted and installed. System components may include: ■ Electronic or electric lock or strike ■ Request-to-exit switch ■ Power supply for lock or strike ■ Reader: either magstripe, proximity, keypad or combination readers. The default reader is a Weigand, 26-bit, 8-bit word type. a. Power for WAC device only. Calculate power requirements for attached readers separately. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Wi-Q™ Technology WQX-WAC Wireless Access Controllers Planning the installation Manufacturer Stanley ■ Table 1 Part number 909028065 Terminal Indala FP2511A XceedID XF-1050-B HID 5355AGK00 Essex KTP-163-SN Sensors: door, latch, deadbolt, key, and/or other. Note: Some sensors may be included inside the lock. The BEST 45HW may include door, latch, deadbolt, and key sensors. Pull wire and make connections to wireless access controller 1 Determine what connections you need to make based on your application. 2 Using Figure 2 and Table 1 make the connections. Table 1 WAC Connections and descriptions Terminal Strike NC Strike COM Strike NO SHUNT NC SHUNT COM SHUNT NO KEY WAC Connections and descriptions Description Normally-closed terminal where the locking mechanism connects Common return path for current through the locking mechanism Normally-open terminal where the locking mechanism connects Normally-closed relay terminal that shunts door force alarm if access is granted or RQE is activated Return path for the shunt relay Normally-open terminal for the shunt relay Detects and reports a key-override event RQE Description Return path for the key-override switch and RQE Request-to-exit input DS Door status input GND LS Return path for door status and latch status Latch status input WIEGAND 0 Wiegand D0 terminal GND WIEGAND1 Ground (the wiegand reader must be grounded at this point) Wiegand D1 terminal RED Red LED control input GND LED ground point GRN Green LED control input ANT Antenna connection Negative DC terminal Power connection GND Power connection. Use the extra negative DC terminal to Negative DC ‘daisy-chain’ power to another terminal wireless access controller or reader.a Positive DC 9–24V Power connection terminal Power connection. Use the extra positive DC terminal to Positive DC 9–24V ‘daisy-chain’ power to another terminal wireless access controller or reader.a a. Make sure the power supply is of appropriate wattage to supply enough power. Important note: When using the WAC to daisy-chain other devices, be sure that the other devices will accept the voltage supplied to the WAC. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Wi-Q™ Technology WQX-WAC Wireless Access Controllers Planning the installation (+ Power) Electric lock, strike or maglock (+) (–) STRIKE NC (Relay 1) STRIKE COM (Relay 1) Output device (example shown: horn) Input switch Connect as required STRIKE NO (Relay 1) ANT SHUNT NC (Relay 2) DO NOT USE SHUNT COM (Relay 2) GND SHUNT NC (Relay 2) KEY (I/O) 3.3V (10mA MAX) GND DO NOT USE RQE (I/O) – DC 9-24V DSM (I/O) + DC 9-24V GND – DC 9-24V DLS (I/O) + DC 9-24V WIEGAND 0 (I/O) GND +12 VDC RED GND GRN Weigand output reader Figure 2 GND WIEGAND 1 (I/O) 12 VDC Strike Power Supply by others (+ Power) Wireless Access Controller, typical installation. See Table 1 for a description of connections. BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Wi-Q™ Technology WQX-WAC Wireless Access Controllers Planning the installation Sign on WAC The process of bringing a WAC into the Stanley Wi-Q™ Access Management System (AMS) is known as signing on. If the connected reader doesn’t have a keypad, a signon keypad is required. If no wired keypad is installed, a sign-on keypad is available as accessory WQD-WACPAD. Connect the sign-on keypad to the WAC Wireless Access Controller 1 Once the WAC is wired, connect the sign-on keypad to the WAC reader terminal. Signing on a WAC Wireless Access Controller 2 Enter 5678 on the keypad. This will cause the green LED to blink the on the WAC three times. 3 Enter the sign-on key for the facility in the AMS database. Note: The sign-on key can be found under the facility sign-on credential field in the Wi-Q Technology™ Access Management System (AMS). Refer to the Stanley Wi-Q AMS User Guide. You should see the red and green LEDs blinking and the blue light turns ON to indicate that the radio on the board is active. Once the reader signs on to one of the portal gateways in your facility, the green LED on the WAC blinks three times. At this point the WAC should appear under the New Facility Item folder in AMS (it may take up to 2 minutes for this to occur). Test WAC For Wireless Access Controller with keypad only: To test the WAC for proper operation before It’s programmed, follow these instructions: 1 Press 1234. 2 Press #. The green light flashes and the locking mechanism unlocks or you should hear a relay click. 3 Operate the lock and open the door. For Wireless Access Controllers wired to card readers: To test the lock for proper operation before the lock is programmed, use the temporary operator card that came with the device. This card is for temporary use only. After permanent cards have been programmed into the device, the temporary card will no longer unlock the lock (once users are programmed into the WAC). 1 Using the installed reader to access the lock, present the temporary operator card to gain access. The green light flashes and the locking mechanism unlocks. If the mechanism doesn’t unlock, use the on-board LEDs and refer to the following table. WAC on-board LEDs You should Single red flash Use the card at a moderate speed. Three red flashes Use the temporary operator card provided with the lock. or Perform a deep reset to restore to the factory default settings (the lock may already be associated/programmed) BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Wi-Q™ Technology WQX-WAC Wireless Access Controllers Planning the installation WAC on-board LEDs You should none Check the battery connection. no blue light Reset. Sign-on the WAC using the sign-on procedure. LEDs You should Single red flash Use the card at a moderate speed. Three red flashes Use the temporary operator card provided with the lock. Using the soft reset function ■ Hold the reset button until the green LED flashes five times and then release. See Figure 3. Lights will alternate red/green rapidly. The WAC is restored to its previous functionality Using the hard reset function Caution: Use this procedure only to restore the factory default settings. Performing these steps will erase all user data that may have been programmed into the WAC. ■ Hold the reset button for up to 30 seconds — until the green LED flashes and then the red LED flashes three times. Then release. See Figure 3. All users are erased and the WAC is restored to its factory default settings. Resetting the WAC The WAC has two reset functions: ■ Soft reset – restores previous functionality. Use this under normal operation. It will reset the WAC, but DOES NOT ERASE USERS. ■ Hard reset – restores factory settings. Use this reset only when moving the WAC or after exhausting all other troubleshooting options. Reset button Figure 3 BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Using the reset button Installation Instructions for Stanley Wi-Q™ Technology WQX-WAC Wireless Access Controllers BEST ACCESS SYSTEMS a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Planning the installation Contents Components checklist These installation instructions describe how to install your 9KOM Cylindrical Lock. Topics covered include: Use the following checklist to make sure that you have the items necessary to install your Electronic Standalone Cylindrical Lock. Planning the installation.............................................. 1 Preparing the door and door jamb............................. 2 Installing the lock .......................................................... 7 Completing the installation......................................... 9 Site survey Use the following survey to record information about the installation site. You need this information to determine how to prepare the door for the lock. Door information Door handing and bevel: ❐ Left hand (LH) ❐ Left hand, reverse bevel (LHRB) ❐ Right hand (RH) ❐ Right hand, reverse bevel (RHRB) Door thickness: 1-3/4 to 2 inches (44 to 50 mm). If other than 1 3/4” (44 mm), see “Optional: Adjust for door thickness” on page 6. Environment information Model Side of door Temperature Range Standard Outside +32°F to +129°F 0°C to +54°C Weatherized Outside -4°F to +129°F -20°C to +54°C -40°F to +129°F -40°C to + 54°C +32°F to +129°F 0°C to +54°C Extreme Weatherized a a. Outside Inside Exposure Components provided in the box: ❐ Outside lever ❐ Inside lever ❐ Throw member package ❐ Latch ❐ Strike package ❐ Through-bolt screws ❐ Installation template and instructions ❐ Four AA size batteries (or 2 weatherized packs) Other components: ❐ Programming Default ID Card (provided with software) Special tools checklist Use the following checklist to make sure that you have the special tools necessary to install your Electronic Stand-alone Cylindrical Lock. ❐ KD303 Drill jig ❐ KD325 Strike plate locating pin ❐ KD315 Faceplate marking chisel Drip proof. Inadvertent water splash accepted. Direct exposure to rain and snow Direct exposure to rain and snow N/A See Stanley installation instruction Addendum (T83317) Extreme Weatherized Installation for the extreme weatherized model. T83303/Rev C 3132330 ER-7991-12 Mar 2011 Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Preparing the door and door jamb High edge of door bevel Figure 1 Left hand Left hand reverse bevel reverse bevel (LHRB) with RQ ckset 3/4" Ba drical Locks e for 2 lin Templat 8K and 9K Cy 6K, 7KC, Outside Outside Outside Outside (LHRB) Figure 2 Note: If the door is a fabricated hollow metal door, determine whether it is properly reinforced to support the lock. If door reinforcement is not adequate, consult the door manufacturer for information on proper reinforcement. For dimensions for preparing metal doors for locks with 2 3/4” (70 mm) backset, see Template T56052 or T56053 Door and Frame Preparation for 63K, 73KC, 83K, and 93K Cylindrical Locks. Note 1: If the door is a LH or RH door, mark the inside of the door. If the door is a LHRB or RHRB door, mark the outside of the door. See Figure 2. Note 2: For Extreme Weatherized model template, see Installation Addendum for Stanley Omnilock 9KOM Extreme Weatherized Locks (T83319). Positioning the template Left Lefthand hand(LH) (LH) Door handing chart Position template and mark drill points RightHand hand(RH) (RH) Right Right Righthand hand reverse reversebevel bevel (RHRB) (RHRB) For uncut doors and frames 1 Measure and mark the horizontal centerline of the lever (the centerline for the chassis hole) on the door and door jamb. Mark the vertical centerline of the door edge. Note: The recommended height from the floor to the centerline of the lock (centerline of 2 1/8” (54 mm) hole) is 40 5/16” (1024 mm). 2 Fold the template on the dashed line and carefully place it in position on the high side of the door bevel as shown in Figure 1. Note: For steel frame applications, align the template’s horizontal centerline for the latch with the horizontal centerline of the frame’s strike preparation. 3 Tape the template to the door. 4 Center punch the necessary drill points. Refer to the instructions on the template. Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Preparing the door and door jamb For doors with standard cylindrical preparation 1 Fold the template on the dashed line. Looking through the hole from the opposite side of the door, align the template so that you see the template outline of the 2 1/8” (54 mm) diameter chassis hole. 2 Tape the template to the door and enter punch the necessary drill points. Optional door status switch holes Mounting hole Chassis hole Drill holes and mortise for latch face Note: To locate the center of a hole on the opposite side of the door, drill a pilot hole completely through the door. Drill the holes in order listed below: ■ motor wire hole ◆ 7/16” (11 mm) diameter through door ◆ always drill before drilling chassis hole ■ chassis hole ◆ 2 1/8” (54 mm) diameter through door ◆ drill after drilling motor wire hole ■ latch hole ◆ 1” (25 mm) diameter ◆ meets chassis hole ■(OPTIONAL) Door Status Switch ◆ 1” (25 mm) diameter on door ◆ 1” (25 mm) diameter on jamb ◆ 1-3/4” (44mm) deep on door ◆ 1” (25 mm) deep on jamb Note: The latch tube prongs should be centered and should project into the chassis hole. Mortise the edge of the door to fit the latch face. Drill the holes for the latch screws. Install the latch in the door as shown in Figure 4. For optional door status switch: Position the bit inside the hole. Then drill a 3/8” (10mm) channel at an angle that will connect the door status switch hole to the chassis hole as shown in Figure 4. Press fit both switch pieces as shown in Figure 4. Check that the door swings freely. Motor wire notch Latch hole Mounting hole Inside of door Figure 3 Drilling holes and mortising for the latch face Caution: Make sure the wires are not routed across any sharp edges or over any surface that could damage the sleeving. Optional door status switch Chassis hole Latch Latch mortise Location of latch tube prongs Inside of door Figure 4 Installing the latch in the door Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Preparing the door and door jamb Use drill jig to drill through-bolt holes Drill upper through-bolt hole. 1 Press the drill jig (KD303) onto the door, engaging it with the latch tube prongs (see the close-up in Figure 5). Make sure the front edge of the jig is parallel with the door edge. 2 Drill the through-bolt holes (5/16(8 mm) diameter) halfway into the door. 3 Turn over the drill jig and repeat steps 1 and 2 from the opposite side of the door. Note 2: Replace the drill jig after 10 door preparations. Latch tube prong Inside of door Figure 5 Drill lower through-bolt hole. Installing the drill jig and drilling the through-bolt holes Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Preparing the door and door jamb Install strike box and strike plate 1 Align with the center of the latchbolt, then mortise the door jamb to fit the strike box and strike plate. See Figure 6. 2 Drill the holes for the screws used to install the strike box and strike plate. 3 Insert the strike box and secure the strike with the two screws provided. 4 Check the position of the deadlocking plunger against the strike plate. Caution: The deadlocking plunger of the latchbolt must make contact with the strike plate, as shown in Figure 7. The plunger deadlocks the latchbolt and helps prevent someone from forcing the latch open when the door is closed. Strike box Strike plate Door jamb Figure 6 Installing the strike box and strike plate Deadlocking plunger Strike plate Door jamb Figure 7 Aligning the deadlocking plunger with the strike plate Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Preparing the door and door jamb 2 1/4” (57 mm)groove 2” (51 mm) 1 3/4” (44 mm) Figure 8 Optional: Adjust for door thickness Note: The default door thickness is 1 3/4” (44 mm). If your door is thicker than 1 3/4” (44 mm), use the following instructions. 1 Determine the door’s thickness. 2 Pull the rose locking pin and rotate the outside rose liner until the proper groove on the through-bolt stud lines up with the hub face. See Figure 8. Hub face Motor wire Outside rose liner Through-bolt stud Rose locking pin Adjusting the rose liner for the door Battery cover Re-route wire Rotate chassis 180 degrees clockwise Opening Rose Optional: Adjust handing Note: This is required only if the lock hand does not meet your application. The lockset is normally preset for a right-hand door. Verify the handing of the lock per Figure 2 and, if required, change the handing of the lock. In order: remove the gasket, battery cover, and back plate. See Figure 9. Remove the chassis. Rotate the chassis 180 degrees clockwise (looking at the back or opposite the latch). Note: Do not pull the wire. Pry off the rose that holds the wire in place. Re-route the wire back through the opening in the rose. Press the rose back on. Reinstall the chassis. Back plate Gasket Figure 9 Adjusting the rose liner for the door Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Installing the lock Install batteries Housing assembly Four alkaline AA batteries (or two weatherized packs, if installing a weatherized unit) are furnished with your Omnilock system and must be installed before proceeding. Note: For the Extreme Weatherized model, see Installation Addendum for Stanley Omnilock 9KOM Extreme Weatherized Locks (T83319) for battery and escutcheon installation. 1 Remove the gasket from the rear of the housing assembly as shown in Figure 10. 2 Remove the screw from the battery cover and remove the cover. 3 Install batteries with proper polarity as shown in Figure 11. (For weatherized battery packs, simply connect the wires from the battery pack to the circuit board as shown in Figure 12.) Note: Be sure red and black motor wires are connected before attempting step 4. Align the wires together so that the wire colors match. 4 Press and hold the reset button on the PC board (as shown in Figure 11) until the green light on the keypad flashes (about three seconds), then release the button. If the green light does not flash see “Troubleshooting” on page 10. 5 Replace the battery cover. See Figure 10. Make sure that the tabs on the lower edge of the battery cover are hooked over the edge of the back plate and secure the cover with the screw. 6 Replace the gasket. See Figure 10. Make sure that it is inside the edge of the housing. 7 A label on the housing assembly battery cover indicates the magnetic card track (track 2 or track 3) that the system is set to read. See Figure 10. Track setting label Pan head AA Batteries Back plate Battery cover Gasket Figure 10 Installing batteries Terminal block Reset button Motor connector Red wire Black wire Figure 11 Using the reset button Figure 12 Weatherized battery packs Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Installing the lock Install outside escutcheon and lock chassis and engage retractor in latch 1 From the outside of the door, insert the lock chassis and outside escutcheon into the 2 1/8” (54 mm) chassis hole. See Figure 13. 2 Make sure that the latch tube prongs engage the chassis frame and that the latch tailpiece engages the retractor. See Figure 14. Outside escutcheon and chassis Inside of door Figure 13 Installing the outside escutcheon and lock chassis Retractor Latch tube prong Latch tailpiece Latch tube prong Chassis frame Notch Chassis Figure 14 Installing the lock chassis and engaging the retractor in the latch Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Installing the lock Install through-bolts, inside rose and lever Rose liner 1 Place the inside rose liner on the chassis, aligning the holes in the rose liner with the holes prepared in the door as shown in Figure 15. 2 Install the through-bolts through the rose liner and door in the top and bottom holes. 3 Tighten the rose liner on the door with the through-bolts. 4 Press the inside rose onto the rose liner. 5 Push the inside lever onto the chassis shaft until it clicks in place. Through-bolt Chassis shaft Inside rose Inside of door Figure 15 Installing the through-bolts and rose liner Install outside lever, core and throw member For a non-IC lever handle 1 Place the cylinder inside the outside lever. See Figure 16. 2 Install the retainer into the outside lever. 3 Insert the key into the cylinder and rotate the key 90 degrees clockwise. Slide the lever assembly onto the chassis shaft until the lever clicks as it engages against the lever catch. 4 Pull on the lever to test that the lever catch is engaged. Turn the key back to the original position and remove it from the cylinder. For interchangeable core handles 1 Push the outside lever onto the chassis shaft until the lever clicks as it engages against the lever catch. 2 Install the blocking plate onto the throw member, then install the throw member in the core. See Figure 17. Caution: You must use the blocking plate to prevent unauthorized access. For 6-pin core only: Install the plastic spacer (not shown, supplied with permanent cores), instead of the blocking plate, on the throw member. Key Outside lever Push pin Cylinder Retainer Figure 16 Installing outside lever (applies to both IC and non-IC levers) Throw member Blocking plate Core Control key Figure 17 Installing the core Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Installing the lock 3 Insert the control key into the core and rotate the key 15 degrees to the right. 4 Insert the throw member into the core. 5 Insert the core and throw member into the lever with the control key 6 Return the control key to the original position and withdraw the key. Caution: The control key can be used to remove cores and to access doors. Provide adequate security for the control key. 10 Test lock To test the lock for proper operation before the lock is programmed: Troubleshooting If the mechanism does not unlock, remove the battery cover and check for proper orientation and seating of the batteries and motor connector. Ensure that wires are not pinched. Reset the electronics by pressing and holding the reset button on the circuit board until the light flashes green (approx three seconds), then release. See Figure 12. The system will go through a self-test and the green light will flash five times. You will hear the lock unlock, then relock three times. A red flash indicates a PC board or drive system problem. If a red flash or no flash is observed, check for proper orientation and seating of the batteries and motor connector, ensure that wires are not pinched, then repeat the reset process. For keypad locks 1 Press 1234 for the 2000 series, or 5011234 for the 500 series. The green light flashes and the latch unlocks. 2 Turn the lever and open the door. During the unlock time, the green light flashes. Then the red light flashes and the latch relocks. For magnetic stripe or proximity card only locks Note: If the lock has a proximity card reader, it may have already been activated by the presence of an object near the card reader. 1 Align the magnetic stripe card with the V mark by the card slot. 2 Insert and then remove the card. The green light flashes and the latch unlocks. 3 Turn the lever and open the door. During the unlock time, if using the Programming Default ID Card, the green light flashes. Then the red light flashes and the latch relocks. 10 Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 9KOM Cylindrical Locks Installing the lock Removing the levers (when needed) Removing the IC outside lever 1 Insert the control key into the core and rotate the key 15 degrees to the right. 2 Remove the core and throw member from the lever. 3 Insert a flat blade screwdriver into the figure-8 core hole and against the trapezoid-shaped lever keeper. 4 Push the screwdriver blade in the direction of the arrow in Figure 18. Caution: Use the flat of the screwdriver to push the lever keeper sideways. Using the screwdriver tip to pry the keeper at an angle may result in unseating the retaining spring. For assistance, contact your local Stanley Omnilock dealer. Lever keeper Figure 18 Push the lever keeper to remove the lever Note: You will not be able to remove the lever if the screwdriver blade is inserted past the keeper into the center hole. 5 Slide the lever from the sleeve. Removing the non-IC outside lever 1 Insert the key into the cylinder and turn it 45 degrees clockwise. 2 Depress the lever catch through the hole in the outside lever by using the push pin or other suitable tool. See Figure 19. 3 Slide the outside lever off. Removing the inside lever 1 Depress the lever catch through the hole in the inside lever by using the push pin or other suitable tool as shown in Figure 20. 2 Slide the inside lever off. Note: Reinstall lever(s) according to “Install through-bolts, inside rose and lever” on page 9, or “Install outside lever, core and throw member” on page 9 Turn key 45 degrees clockwise Outside lever Push pin Figure 19 Removing the outside non-IC lever Inside lever Push pin Figure 20 Removing the inside lever Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. 11 12 Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Planning the installation Components checklist Contents These installation instructions describe how to install your 45HOM Mortise Lock. Topics covered include: Planning the installation...........................................1 Preparing the door and door jamb..........................4 Installing the lock........................................................7 Completing the installation......................................9 Site survey Use the following survey to record information about the installation site. You need this information to determine how to prepare the door for the lock. Door information Door handing and bevel: If a handing change is required, see “Rotate latchbolt (if necessary)” on page 4. ❐ Left hand (LH) ❐ Left hand, reverse bevel (LHRB) ❐ Right hand (RH) ❐ Right hand, reverse bevel (RHRB) Door thickness: 1-3/4 to 2 inches (44 to 50 mm). Environment information Model Side of door Temperature Range Exposure Standard Outside +32°F to +129°F 0°C to +54°C Drip proof. Inadvertent splashing of water spray acceptable. Weatherized Outside -4°F to +129°F -20°C to +54°C -40°F to +129°F -40°C to + 54°C +32°F to +129°F 0°C to +54°C Extreme Weatherized a a. Outside Inside Use the following checklist to make sure that you have the items necessary to install your Omnilock Mortise Lock. Components provided in the box: ❐ Inside and outside trim cassettes ❐ Inside and outside rose and rose ring ❐ Outside escutcheon assembly ❐ Mortise case assembly ❐ Mortise cylinder and collar ❐ Outside lever and spindle assembly ❐ Inside lever ❐ Strike package ❐ Installation template and instructions ❐ Screw package ❐ Mortise case faceplate ❐ Batteries ❐ Torx T15 driver ❐ 1/8” hex wrench Other components: ❐ Programming Default ID Card (provided with software) Direct exposure to rain and snow Direct exposure to rain and snow N/A See Stanley installation instruction Addendum (T83317) Extreme Weatherized Installation for the extreme weatherized model installation. T83312/Rev B 3132456 ER-7991-12 Feb 2011 Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Planning the installation For hole sizes, see the OM1 Template T83316 Identify holes to drill 1 Determine the lock function to be installed. 2 Determine the inside and outside, hand, and bevel of the door. 3 See the Holes by Function table and Figure 3 to determine the holes to be drilled for the lock function. Functions Holes by Function Door side A Cylinder Identifying holes to drill Align Low edg e ) (narrowside e– Flat edg no beve l High edg (wide side 3/16 in 5 mm 5/16 in 8 mm 5/16 in 8 mm Installation template 3/8 in 10 mm Centerline Detach here Strike lip 1 1/4 in 32 mm criptions 5/16 in Hole Des er (1) 8 mm A Cyind turn (1) B Thumb (1) C Lev er nting(2) mou D Trim 1/8 in ing(1) E Ground 3 mm bolt (2) F Module (2) standoff G Module turn H Thumb g screw (2) mountin 3/8 in 10 mm H B 1/2 in 13 mm center line Horizontal of lock 7/8 in 23mm center line Horizontal of lever plate for the this tem Note: Use LH or LHRB door of inside of ide (keyed side) or the outs B door. RHR a RH or er line Vertical centr of leve factoryuse only es. aration, imili door prep copies or facs use re accurate To ensutemplates. Do not printed Figure 2 Aligning the templates Centerline ■ ■ E Grounding hole ■ ■ Through door Through door ■ ■ H Thumb turn mounting screw (2 holes) J Door Status Switch (Optional) a. Out D Trim mounting (2 holes) a G Standoff hole 3/16 in 5 mm In ■ Through door Through door F Through bolt hole Door edge template Out Through door Through door C Lever a r.door to edge of In TV B Thumb turn Figure 1 DV ■ Door Edge Because these holes pass through the mortise pocket, it is recommended that each hole be drilled separately rather than straight through. Position template and mark drill points Note: If the door is a fabricated hollow metal door, determine whether it is properly reinforced to support the lock. If door reinforcement is not adequate, consult the door manufacturer for information on proper reinforcement. For dimensions for preparing metal doors, see the OM2 Template — Installation Specifications for 45HOM Mortise Locks (T83318). Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Planning the installation 1 Separate the templates provided on the OM1 Template — Installation Template for 45H Mortise Locks (T83316). Note: If installing an Extreme Weatherized model, see Installation Addendum for Stanley Omnilock 45HOM Extreme Weatherized Locks (T83317). This includes the template for locating the extreme weatherized module mounting holes. 2 Position one of the door edge templates on the door, making sure that the lock case mortise shown on the template aligns with the mortise pocket prepared in the door. 3 Using the centerlines on the door edge templates as guides, position the appropriate door template on each side of the door. You need to take the bevel into account. Tape the templates to the door. Center punch and drill holes 1 Center punch the necessary drill points. See the instructions on the template. 2 Drill the holes. Note 1: To locate the center of a hole on the opposite side of the door, drill a pilot hole completely through the door. Note 2: For holes through the door, it is best to drill halfway from each side of the door to prevent the door from splintering. Left hand (LH) Outside Left hand reverse bevel (LHRB) Figure 3 Right hand reverse bevel (RHRB) Door Handing Chart Optional for Wireless TV Models Door status Door status switch switch sensor Optional: Install door status switch (Optional for TV function wireless locks only) 1 Locate the centerpoint for the door status switch 2 1/2” (64mm) above the top of the faceplate mortise on the edge of the door as shown in Figure 4. 2 Drill a 1” (25 mm) diameter hole 1 3/4” (44 mm) deep for the door status switch. 3 Position the drill so the tip of the bit is approximately 1”(25 mm) into the hole and the Outside Right hand (RH) Centerline Door Jamb Figure 4 Door Installing the door status switch Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Configuring & installing the mortise bit is close to the top edge of the hole. Then drill a 3/8” (10mm) channel at approximately a 35° angle from the door status switch hole into the mortise cavity as shown in Figure 4. Caution: Make sure the wires are not routed across any sharp edges or over any surface that could damage the sleeving. 4 Press fit the door status switch assembly into the door status switch hole. 5 On the door jamb, drill a corresponding hole for the door status switch sensor. Use the door switch centerline as a guide. Press fit the sensor into the jamb. Latch access point Figure 5 Rotating the latchbolt Cover side Case (back) side Rotate latchbolt (if necessary) Note: If a function specific mortise case was ordered, some steps for configuring the case have already been performed at the factory. 1 Determine whether you need to rotate the latchbolt to match the handing of the door. Note: The angled surface of the latchbolt must contact the strike when the door closes. 2 If you need to rotate the latchbolt, insert a flat blade screwdriver into the latch access point approximately 1/2” (13 mm) into the case and press to extend the latch out of the case. See Figure 5. 3 Rotate the latchbolt past 180 degrees, keeping constant pressure on the latch access point. Then allow the latch to rotate back slightly and retract into the case. Position hub toggles (if necessary) 1 Check whether the hub toggles are in the proper position for the lock. See the table below. Hub toggle Figure 6 Hub toggle Positioning hub toggles Hub toggle positions Inside down (always unlocked) Outside up (lockable) Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Installing the trim 2 For LH & LHRB doors, the inside is the case (back) side of the case and the outside is the cover side of the case. For RH and RHRB doors, the inside is the cover side of the case and the outside is the case (back) side of the case. The cover is mounted to the case with four screws. 3 To change the position of a hub toggle, loosen the toggle screw, move the toggle into the desired position, and re-tighten the screw. Door Status Switch (TV location shown) Mortise case Case mounting screws DS (white) Motor wire (red/black) Install mortise case RQE (org/brown) KOS (gray) LS/LSM (purple) 1 Drill the holes for the case mounting screws. 2 Insert the mortise case into the mortise cavity, while feeding the motor wires and any optional sensor wires into the mortise cavity and keyhole to the inside of the door as shown in Figure 7. Note: The armored front of the mortise case selfadjusts to the door bevel. a. Option DV TV Stand Alone Wireless Key Overide Sensor (KOS) ■ ■ ■� ■ Request-to-Exit (RQE) ■ ■� ■ Door Status Switch (DS) a ■ ■� ■ Latch Status Switch (LS) ■ Figure 7 Installing the mortise case ■ Door status switch is located differently for DV and TV functions. Inside trim 3 Secure the mortise case with the case mounting screws. Install trim mounting plates Outside trim 1 Insert the outside trim mounting plate through the door and mortise case. Figure 8 Installing the trim mounting plates Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Installing the lock 2 Position the inside trim mounting plate opposite the outside trim mounting plate and screw them securely in place. Caution: Do not overtighten the trim mounting plate screws. Overtightening may damage the locking mechanism. 3 Temporarily install a lever and test the lock to make sure that it doesn’t bind. Thumb turn 1 Orient the thumb turn so it points up when the deadbolt is retracted, and toward the hinge edge of the door when the deadbolt is extended. 2 Install the thumb turn using the two screws provided. See Figure 9. Inside door Figure 9 Install thumb turn (TV function only) 10 Installing the thumb turn Install inside and outside levers 1 Unscrew the inside spindle one full turn to allow the spindles to turn freely. See Figure 10. 2 Remove the label from the inside spindle. 3 With the handle pointing toward the door hinges, insert the outside lever and spindle assembly into the lock from the outside of the door. 4 Slide the inside lever onto the inside spindle and secure it with the set screw. 5 Turn the levers to check that they operate smoothly. Location of set screw Inside spindle Outside spindle Spindle Assembly on Outside door Figure 10 Installing the levers Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Installing the lock 11 Install batteries Housing assembly Four alkaline AA batteries (or two weatherized packs if installing a weatherized unit) are furnished with your Omnilock system and must be installed before proceeding with operation verification and system installation. Note: For the Extreme Weatherized model, see Addendum (T83317) Extreme Weatherized Installation for battery and escrutcheon installation. 1 Remove the gasket from the rear of the housing assembly as shown in Figure 11. 2 Remove the screw from the battery cover and remove the cover. 3 Install batteries with proper polarity as shown in Figure 12. (For weatherized battery packs, simply connect the wires from the battery pack to the circuit board as shown in Figure 13.) Note: Be sure red and black motor wires are connected before attempting step 4. Align the wires together so that the wire colors match. 4 Press and hold the reset button on the PC board (as shown in Figure 12) until the green light on the keypad flashes (about three seconds) then release the button. If green light does not flash, see “Troubleshooting” on page 12. 5 Replace the battery cover. See Figure 11. Make sure that the tabs on the lower edge of the battery cover are hooked over the edge of the back plate and secure the cover with the screw. 6 Replace the gasket. See Figure 11. Make sure that it is inside the edge of the housing. Track setting label AA Batteries Screw Back plate Battery cover Gasket Figure 11 Installing batteries Reset button Figure 12 Using the reset button Figure 13 Installing weatherized batteries Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Installing the lock 12 Screws and washers 1 Ensure that no wires are pinched when attaching the escutcheon to the door. 2 Insert the standoffs and grounding spring into the predrilled holes. Use screws and washers to attach the escutcheon from the inside of the door. 13 Figure 14 Installing the outside escutcheon Motor Key Override Sensor Door Status Switch Latch Status Switch Request to Exit Red/black Gray White Red/black Gray or Yellow White Purple Purple Orange/Brown Orange Mortise Figure 15 Simplified wiring diagram Install outside escutcheon Motor Connecting escutcheon wires 1 Connect the red and black motor wire from the mortise case to the red and black escutcheon motor wire. Align the wires together so that the wire colors match. 2 Connect the color-coded wires of the escutcheon wiring harness to the corresponding wire options on your mortise case. Some wires may not be used. Note: Two RQE status switches are installed in the mortise case. However, only the switch for the inside of the lock needs to be connected. You will need to connect the ‘Case Side’ pair of RQE wires for LH and LHRB doors or the ‘Cover Side’ pair of RQE wires for RH and RHRB doors. See Figure 16. Wires are labeled. Key Override Sensor Door Status Switch Left hand (LH) Outside Right hand (RH) Latch Status Switch Request to Exit Escutcheon Left hand reverse bevel (LHRB) Outside Figure 16 Door Handing Chart Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Right hand reverse bevel (RHRB) Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Finishing the installation 14 Install cylinder 1 Push any excess wires into the escutcheon housing. Make sure no wires are pinched. 1 Make sure cylinder collar is positioned on the cylinder. 2 Thread the cylinder into the mortise case. Rotate the cylinder until the cylinder is flush against the collar and the cylinder cam is in the 12 o’clock position. See Figure 17. Caution: A malfunction can occur if the cylinder is threaded in too far. 3 Secure the cylinder in the mortise case with the cylinder retainer screw. 15 Cylinder collar Cylinder Cylinder retainer screw Install mortise case faceplate 1 Secure the mortise case faceplate to the mortise case with the faceplate mounting screws. See Figure 18. 2 Check the lock for proper operation. Figure 17 Installing the standard cylinder TV Faceplate DV Faceplate Figure 18 Installing the mortise case faceplate Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Finishing the installation 16 Strike box with DSS magnet Strike box Strike plate Figure 19 Installing the strike box and strike plate 1 If the door jamb has not been mortised for the strike box and strike plate, perform these steps: a On the door jamb, locate the horizontal centerline of the strike (3/8” (10mm) above the centerline of the lock), as well as the vertical centerline of the strike. b Mortise the door jamb to fit the strike box and strike plate. c Drill the holes for the screws used to install the strike box and strike plate. 2 Insert the strike box into the mortise in the door jamb. Place the strike plate over the strike box and secure the strike with the screws provided. Note: If installing a DV wireless model with a Door Status Switch, ensure that the magnet is located at thetop of the strike box. See Figure 19. 3 Check the position of the auxiliary bolt against the strike plate (or the filled area of the strike box). Note: The recommended gap between the door and jamb is 1/8” (3 mm). 17 Cylinder Core Control key Install strike box and strike plate Install core 1 Insert the control key into the core and rotate the key 15 degrees (midway between the 12 o'clock and 1 o'clock positions) to the right. 2 With the control key in the core, insert the core into the cylinder. 3 Return the control key to the 12 o’clock position and withdraw the key. Caution: The control key can be used to remove cores and to access doors. Provide adequate security for the control key. Figure 20 Installing the core 10 Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Finishing the installation 18 Check operation Check the operation of the lock. For example, check that: ❐ door latches and opens properly ❐ deadbolt operates properly ❐ key access works ❐ door gap is 1/8” (3 mm) ❐ auxiliary bolt is held inside the case when the door is closed. For assistance, contact your local Stanley Omnilock dealer. 19 Test lock To test the lock for proper operation before the lock is programmed, follow these instructions: For keypad locks 1 Press 1234 for the 2000 series, or 5011234 for the 500 series. The green light flashes and the latch unlock. 2 Turn the lever and open the door. During the unlock time, the green light flashes. Then the red light flashes and the latch relocks. For magnetic stripe or proximity card locks only Note: If the lock has a proximity card reader, it may have already been activated by the presence of an object near the card reader. 1 Align the magnetic stripe card with the V mark by the card slot. 2 Insert and then remove the card. The green light flashes and the latch unlocks. 3 Turn the lever and open the door. During the unlock time, if using the Programming Default ID Card, the green light flashes. Then the red light flashes and the latch relocks. Stanley Omnilock a Product Group of Stanley Security Solutions, Inc. 11 Installation Instructions for Stanley Omnilock 45HOM Mortise Locks Finishing the installation 20 Terminal block Reset button Motor connector Red wire Black wire Figure 21 Using the reset button Troubleshooting If the mechanism doesn’t unlock, remove the battery cover and check for proper orientation and seating of the batteries and motor connector. Ensure that wires are not pinched. Reset the electronics by pressing and holding the reset button on the circuit board until the light flashes green (approximately three seconds), then releasing the botton. See Figure 21. Note: The system will go through a self-test and the green light will flash five times. You will hear the lock unlock, then relock three times. A red flash indicates a PC board or drive system problem. If a red flash or no flash is observed, check for proper orientation and seating of the batteries and motor connector, ensure that wires are not pinched, then repeat the reset process. Check operation 1 Press 1234 for the 2000 series, or 5011234 for the 500 series. During the unlock time, the green light flashes; then the red light flashes and the latch relocks. 2 Turn the lever and open the door. 3 If your system has a magnetic card reader, verify proper operation of the system using the magnetic card reader; otherwise, see “Test lock” on page 11. A label on the housing assembly battery cover indicates the magnetic card track (track 2 or track 3) that the system is set to read. See Figure 11. 12 Stanley Omnilock a Product Group of Stanley Security Solutions, Inc.
Source Exif Data:
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