dormakaba USA UVC4041 Access Control System User Manual BASIS Offline Setup Guide

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B.A.S.I.S.® Offline
Setup Guide
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Copyright © 2004 Stanley Security Solutions, Inc. 
and Stanley Logistics, Inc.
All rights reserved. 
Printed in the United States of America.
Information in this document is subject to change without notice and does
not represent a commitment on the part of Stanley Security Solutions, Inc.
The software described in this document are furnished under a license
agreement or nondisclosure agreement.
This publication is intended to be an accurate description and set of
instructions pertaining to its subject matter. However, as with any publication of this complexity, errors or omissions are possible. Please call your
Stanley Security Solutions, Inc distributor or Best Access Systems at (317)
849-2250 if you see any errors or have any questions. No part of this manual and/or databases may be reproduced or transmitted in any form or by
any means, electronic or mechanical, including photocopying, recording,
or information storage and retrieval systems, for any purpose, without the
express written permission of Stanley Security Solutions, Inc.
This document is distributed as is, without warranty of any kind, either
express or implied, respecting the contents of this book, including but not
limited to implied warranties for the publication’s quality, performance,
merchantability, or fitness for any particular purpose. Neither Stanley
Security Solutions, Inc, nor its dealers or distributors shall be liable to the
user or any other person or entity with respect to any liability, loss, or
damage caused or alleged to be caused directly or indirectly by this publication.
The Best Access Systems logo and B.A.S.I.S. are registered trademarks of
Stanley Security Solutions, Inc.
Microsoft, Windows, CE, and ActiveSync are registered trademarks of
Microsoft Corporation.
T80946/Rev B ER-7991-40 April 2004
FCC Compliance Statement
Note: This equipment has been tested and found to comply with the limits for a Class B
digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide
reasonable protection against harmful interference in a residential installation. This
equipment generates, uses and can radiate radio frequency energy and, if not installed
and used in accordance with the instructions, may cause harmful interference to radio
communications. However, there is no guarantee that interference will not occur in a
particular installation. If this equipment does cause harmful interference to radio or
television reception, which can be determined by turning the equipment off and on, the
user is encouraged to try to correct the interference by one or more of the following
measures:
—Reorient or relocate the receiving antenna.
—Increase the separation between the equipment and receiver.
—Connect the equipment into an outlet on a circuit different from that to which the receiver
is connected.
—Consult the dealer or an experienced radio/TV technician for help.
Changes or modifications not expressly approved by the party responsible for compliance
could void the user's authority to operate the equipment.
Contents
1 Introduction
Related documents 1–1
Getting technical support 1–2
How to use this guide 1–2
2 Architectural overview
B.A.S.I.S. online and offline diagram 2–3
How B.A.S.I.S. G ‘Guest’ locks work 2–4
Components and connections 2–6
Feature comparison of B.A.S.I.S. G and B.A.S.I.S. V 2–7
Setup overview 2–10
3 First-time B.A.S.I.S.® 
Offline System Configuration
Installing the system 3–2
Defining the system 3–7
4 Setting up and 
Maintaining B.A.S.I.S.® Offline Locks
Introducing B.A.S.I.S. Transport 4–1
Programming locks 4–2
Retrieving history records 4–11
Using diagnostics features 4–14
5 Managing 
B.A.S.I.S.® G Cardholders
Editing cardholders 5–2
Searching for cardholders 5–10
Encoding existing cardholders 5–12
A Glossary of Terms
Terms A–2
ii
C
Introduction
Thank you for choosing B.A.S.I.S.® G and V, the
world’s leading combination online and offline
access control system.
Use this guide to make sure that you set up your
system in the most efficient way and to get the
most out of it. The initial setup of the B.A.S.I.S. G
& V system is not trivial, but if done thoroughly it
will pay many dividends.
Related documents
The following documents are available to help
you install, maintain, or operate other related
systems. See your BEST Representative for more
information.
■
■
■
■
■
B.A.S.I.S. V Service Manual
B.A.S.I.S. G Service Manual
Alarm Monitoring User Guide
BadgeDesigner™ User Guide
FormsDesigner™ User Guide
1–1
Chapter 1: Introduction
Notes
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
ID CredentialCenter User Guide
Basic Import Utility User Guide
Installation & Setup User Guide
MapDesigner™ User Guide
System Administration User Guide
Universal Interface Server User Guide
Replicator User Guide
View/Edit Only Workstation User Guide
Alternative Wiring Configurations Guide
Legato® Co-StandbyServer™ User Guide
Hardware Installation Guide
Visitor Management User Guide
Area Access Manager User Guide
Digital Video User Guide
Video Archive Server User Guide
Replication Administration User Guide
Digital Video Hardware User Guide
B.A.S.I.S. Interface User Guide
Getting technical support
Best Access Systems Representatives provide telephone
technical support for all B.A.S.I.S. V products. You may locate
the representative nearest you by calling 317-849-2250 Monday through Friday, between 7:00 am and 4:00 pm, eastern
standard time, or visit us on the web at www.bestaccess.com.
How to use this guide
This manual is intended for use as a training guide and a reference in the setup of a B.A.S.I.S. offline system.
Chapter 2, Architectural Overview – This chapter provides an
overview of the B.A.S.I.S. online and offline worlds. If you are
already familiar with B.A.S.I.S. online and offline systems,
you can safely skip this chapter.
Chapter 3, First-time system configuration – This chapter provides complete step-by-step instructions in the proper setup
of a new offline system.
Chapter 4, Setting up and maintaining offline locks – This
chapter provides complete step-by-step instructions on the
proper setup of offline locks.
Chapter 5, Managing B.A.S.I.S. G Cardholders – This chapter
provides complete step-by-step instructions on adding, modifying, deleting and searching cardholders.
1–2
Chapter 1: Introduction
Appendix A, Glossary – This appendix provides a list of terms
that are specifically used in the B.A.S.I.S. software. Terms that
appear in the glossary are set in italics when they are first
used.
1–3
Notes
Chapter 1: Introduction
1–4
C
Architectural overview
This chapter describes the ‘big picture’ of the
online B.A.S.I.S.® access control system world
and how the offline B.A.S.I.S. G and V product
fits into that world.
The B.A.S.I.S. product line is composed of two
general architectural models used to address the
security needs of most customer requirements
and applications. These two models can be generally categorized as online and offline.
In an online application most access control decisions are performed by a component called an
Intelligent System Controller (ISC) or Access
Panel. The ISC is a circuit board with on-board
memory, and this on-board memory must be
configured by users who understand access control functions and features.
2–1
Chapter 2: Architectural overview
This configuration is accomplished through an operator
entering data on or through a computer called a server. In the
world of B.A.S.I.S. this server is a computer where the access
control system database resides. An operator can enter configurations in the server database through a B.A.S.I.S. application that resides on the server or through one of many
possible B.A.S.I.S. workstations that exist on the access control network.
Notes
2–2
Chapter 2: Architectural overview
B.A.S.I.S. online and offline diagram
Notes
The B.A.S.I.S. system is capable of being configured as both
an online and an offline access control system. This means
that with B.A.S.I.S. you can manage readers, locks, controllers, in fact, any access control hardware, whether or not they
are wired directly to a panel or not.
This diagram describes a typical combined online and offline
B.A.S.I.S. system.
Figure 2.1
B.A.S.I.S. online and offline diagram overview
Encoder
PDA
B.A.S.I.S. G/V Workstation
Workstation
Server
LAN/WAN
ISC
RIM
RIM
RQE
B.A.S.I.S.
Offline
Lock
IDH
Max
Lock
Alarm
Output
Board
CR
LK
Siren
Strobe
DC
Alarm
Input
Board
Motion
detectors
Glass brk
sensors
Tamper
sensor
Analog Camera
Analog Camera
B.A.S.I.S.
CR
DC
IDH Max
ISC
LAN
LK
PDA
RIM
RQE
WAN
Best Access Systems Integrated Solutions
Card Reader
Door Contact
Integrated Door Hardware Lock
Intelligent System Controller
Local Area Network
Lock
Personal Digital Assistant
Reader Interface Module
Request-to-exit switch
Wide Area Network
Video Server
IP Camera
IP Camera
2–3
Chapter 2: Architectural overview
Notes
How B.A.S.I.S. G ‘Guest’ locks work
B.A.S.I.S. G offline locks are designed primarily for the college and university dormitory. But they can be effectively
used in any application where a room has continuous occupancy change over a period of time, or where the lock location is remote or isolated enough that going out to reprogram
the lock becomes undesirable.
Guest functionality then is the lock feature that enables you to
add and delete users to and from the lock without having to
go out and visit the lock to reprogram it.
Operation
B.A.S.I.S. G allows that a range of badge numbers be pre-programmed into the lock unit securing a dormitory room. These
badge numbers are available for issue and reuse as students
are assigned to their dormitory accommodations. The badge
number is automatically issued to a student when the lock for
the room is chosen in the cardholder setup screen. The card
number from the assigned range can then be encoded and
presented to the student for use in his or her assigned room.
New students may be assigned access to a particular room by
using badge IDs from the same range without ever needing to
re-program the lock. By taking advantage of the issue code
look ahead feature, a badge ID issued with an incrementally
higher issue code will deactivate any other like badge ID for
the lock.
The following diagram describes the design and process that
B.A.S.I.S. G locks use to achieve the guest functionality.
2–4
Chapter 2: Architectural overview
Figure 2.2
1001 issue code: 01
1001 issue code: 00
Lost card
Notes
Guest functionality diagrammed
Issue codes
00
01
02
03
Newly
encoded
card
Issue codes
offset
of 1
range
of 3
valid
issue
codes
01
02
03
04
lost card
does not work
new offset
new
range
Auto
update
B.A.S.I.S. G Lock
Same B.A.S.I.S. G Lock
after use of the 1001
issue code 01 card
The diagram uses the following issue code look ahead values:
Look ahead
function
Value
Offset
Range
Number of issue
code digits
Also instructive is to see what happens when the issue code
has reached its limit. Let’s look at another diagram to see
what happens in this case. The issue code look ahead values
remain the same.
2–5
Chapter 2: Architectural overview
Notes
Figure 2.3
1001 issue code: 00
1001 issue code: 99
Lost card
Guest functionality in rollover diagrammed
Issue codes
00
01
02
Newly
encoded
card
offset
of 1
range
of 3
valid
issue
codes
Issue codes
00
01
02
03
new
offset
new
range
lost card
does not work
Auto
update
B.A.S.I.S. G Lock
Same B.A.S.I.S. G Lock
after use of the 1001
issue code 00 card
Components and connections
The following diagram describes the system ‘family’ – all the
types of hardware and software that it takes to create an
offline B.A.S.I.S. system.
Components include:
■
■
■
■
■
■
2–6
B.A.S.I.S. software, version 5.8, build 41b or higher
Dedicated computer, see your BEST representative for
complete details
B.A.S.I.S. G or V lock, includes cylindrical, mortise or exit
hardware trim models
Personal digital assistant (PDA). See www.bestaccess.com
for supported models.
Encoder
■ magnetic stripe
■ smart card (contact the factory for proper application)
Cables
■ computer to PDA
■ PDA to lock (requires PDA proprietary cable and BEST
part number BASD-CAB).
Chapter 2: Architectural overview
Feature comparison of B.A.S.I.S. G and B.A.S.I.S. V
Notes
The differences between B.A.S.I.S. G and B.A.S.I.S. V can be
confusing since they share many of the same features. The
following table compares the two systems side by side.
B.A.S.I.S.
Feature
Description
Guest (dormitory feature
Provides the ability to issue pre-created
badge ID's to students. This supports the
assignment of one reader directly to the
badge. Other readers may be assigned to
the badge through normal access level
assignment.
■
■
Look ahead
Issue code look ahead feature through offset and range fields.
■
■
Encoding
Provides the ability to encode both magstripe and smart cards from the cardholder/badge tab. Smart cards are
encoded using magstripe or Wiegand
simulated formats.
■
■
Passage
mode
Allows the cardholder to place the reader
into an unlocked mode. This status is
cleared only by another passage mode
attempt or reader mode change occurrence.
■
■
Deadbolt
override
Allows the cardholder to retract the deadbolt.
■
■
Key override
event
An event logged into history whenever
the key override feature is used in a mortise lock. Not supported in Cylindrical.
■
■
Use activation date
Determines if the lockset will use the activation date field stored in the cardholder
record when validating. This option has
no impact on Dormitory functionality.
■
Use deactivation date
Determines if the lockset will use the
deactivation date field stored in the cardholder record when validating. This
option has no impact on Dormitory functionality.
■
Two card control
Requires that two valid users must
present their cards in order to unlock the
door.
■
Enforce use
limit
Allows for the temporary use of cards.
After a certain number of uses the card is
disabled. The number of uses is configured through the badge tab.
■
2–7
Chapter 2: Architectural overview
Notes
B.A.S.I.S.
Feature
Description
Denied
attempts
Includes attempts count and time out
duration. Sometimes referred to as ‘Three
strikes your out.’
Logging
(grant, denies,
status)
Provides the ability to filter the displaying/
logging of history events. This feature is
implemented at the Management System
level.
■
■
always
logged
configurable
Daylight saving time
Support for all OS world time zones.
■
■
128K RAM
5000 Users/History
■
■
Card formats
(8)
Support for up to eight card data formats
per reader. Facility codes are assigned
through card formats.
■
■
Magnetic
5 bit ABA data only
track 3
tracks
1&2
Wiegand
Any valid Wiegand format
Online mode
Automatic (time zone control of reader
mode), Facility Code, Card Only,
Unlocked, Locked, Card and Pin, and Card
or Pin.
■
■
Reader
modes (automatic unlock/
relock)
This feature provides the ability to change
operational modes at specified periods
through time zone control. The current
modes would be Facility Code, Card Only,
Unlocked, Locked, Card and Pin, Card or
Pin, and First Card Unlock.
32
Unlock duration
The amount of time that the lockset will
remain unlocked for a valid access grant.
■
■
Extended
unlock
This feature provides the ability to extend
the unlock duration for certain cardholders.
■
■
Chassis type
Cylindrical & Mortise with support for a
user defined type ‘Custom’.
■
■
Holidays
Special days of the year can be categorized as one of eight types.
32
Time zones
Time Zones are necessary for the use of
Access Levels. A time zone can be comprised of up to six intervals.
32
Access levels
Access Level assignment to readers.
■
■
Battery warn/
alarm
Reported through the activation of LED’s
and the lock internal sounder.
■
■
Panel password
Communication password is configured
at the Access Panel level.
■
■
Diagnostics
(PDA)
The PDA will support the capability of performing diagnostics on the lockset.
■
■
2–8
■
■
Chapter 2: Architectural overview
Notes
B.A.S.I.S.
Feature
Description
Cycle count/
reset
The lockset will maintain a current count
of access grants. The count can be reset
by the user.
■
■
DIagnostics
code
This code provides some feedback of the
lockset's status.
■
■
Backup battery level
Displays the current level of the backup
battery.
■
■
Displays the current level of the main
electronics battery.
■
■
This feature allows for the unlocking of
the door for the unlock duration.
■
■
This feature allows for the setting of the
current operating mode directly to the
reader through the PDA. This action
would override the online mode set at the
management system level. All online
reader modes are supported.
■
■
Dual Validation
■
■
Magstripe
track 3
tracks
1&2
Smart Card
■
■
Electronics
level
Unlock once
Reader mode
Reader support
Batch update
HID Proximity
■
Motorola Proximity
■
This feature allows for the bulk updating
of Activation/Deactivation Dates.
■
■
2–9
Chapter 2: Architectural overview
Notes
Setup overview
In the next chapter you will find complete step-by-step
instructions on the first-time configuration of a B.A.S.I.S.®
offline system. But listed here are the major steps of that process and cross-references where you can find each corresponding task.
Task 1
Install the system components. This task begins on page 3-2.
B.A.S.I.S. Software, see page 3-2.
■ Encoder, see page 3-3.
■ PDA, see page 3-5.
■ B.A.S.I.S. Transport, see page 3-6.
■
Task 2
Define the system. This task begins on page 3-7.
Card formats, see page 3-7.
■ Badge types, see page 3-9.
■ ‘Virtual’ offline access panels, see page 3-13.
■ Guest readers, see page 3-15.
■
Task 3
2 – 10
For B.A.S.I.S. V configuration only, set up time zones, holidays, access levels, and cardholders.
C
First-time B.A.S.I.S.® 
Offline System Configuration
You are now ready to start setting up your
B.A.S.I.S.® offline system. The following tasks do
not include the installation of the locks themselves. The installation of the B.A.S.I.S. G or
B.A.S.I.S. V locks are fully described in the following installation instruction documents. Contact your BEST Representative for a copy of these
documents:
Title
Doc
number
Installation Instructions for Electronic
Stand-alone Cylindrical Locks
T61835
Installation Instructions for Electronic
Stand-alone Mortise Locks
T61836
Installation Instructions for Electronic
Stand-alone Exit Hardware Trim
T61828
3–1
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Make sure that the B.A.S.I.S. G or V locks are at least on site
and ready to be programmed. Locks may be programmed
before installation.
Notes
Installing the system
Make sure that you have the following components before
you start installing the B.A.S.I.S. Offline system:
■
■
■
■
■
B.A.S.I.S. software, version 5.8, build 41b or higher
Dedicated computer, see your BEST representative for
complete details.
Personal digital assistant (PDA). See www.bestaccess.com
for supported models.
Encoder,
■ magnetic stripe
■ smart card (contact the factory for proper application)
Cables
■ computer to PDA
■ PDA to lock (requires PDA proprietary cable and BEST
part number BASD-CAB).
Installing the B.A.S.I.S. software
Before installing the B.A.S.I.S. software, also make sure that
you have completed the following checklist.
† Determine whether your database will use Microsoft SQL
Server, Oracle, or MSDE.
† Make sure you have an Information Technology person
who can configure the computer’s TCP/IP protocol.
† Make sure you have an Information Technology person
who can set up a server with the appropriate server software.
† Get the hardware key or ‘dongle.’
For complete B.A.S.I.S. online software installation and configuration, see the B.A.S.I.S. Installation and Setup User
Guide. Contact your BEST Representative for a copy.
3–2
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Installing the encoder
Notes
Two types of encoders are available for the B.A.S.I.S. Offline
system:
Magnetic stripe encoder
Unitech model MSR206
part number MSR206-33
■ Smart card encoder
GemPlus model GEMPC410
part number GCR410-P
BEST part number 1825235
■
For proper setup of the smart card encoder, contact
your BEST Representative.
The card encoder or some type of encoding device (that is, an
encoder or a printer with a built-in encoder) is required for
B.A.S.I.S. G locks. So the following instructions are required
for B.A.S.I.S. G functionality, but optional for B.A.S.I.S. V. For
a comparison of B.A.S.I.S. G and V, See “Feature comparison
of B.A.S.I.S. G and B.A.S.I.S. V” on page 2-7.
These instructions assume a stand-alone encoder.
To set up the encoder
1 Click Start > Programs > B.A.S.I.S. ET > System
Administration.
2 At the login window type your user name and password
and then click OK. 
If you do not know your user name or password, see your
System Administrator.
3 Click Administration > Workstations.
4 From the Workstation tab, confirm that the name of your
computer is in the list. If your computer is not in the list,
add your workstation by using the browse button and
select your workstation.
5 Click Add.
6 Type the name of your computer or click the browse
button and browse the network for your computer.
7 Click OK.
8 Click the Encoder tab.
9 Confirm that the encoder is physically connected to a COM
port on the computer, preferably COM1, and is powered
on.
3–3
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
10 Click Add.
Notes
Figure 3.1
Configuring the encoder
Click to test
whether the
encoder is
online
11 Under Encoder Settings, in the name field, type a name for
the encoder.
12 In the Encoder Type field, select:
Magstripe Swipe Reader/Writer (Model 712 or 722)
13 Click Test.
Note
The encoder can be tested at any time by returning to the
Encoder tab. You do not need to put the encoder in modify
mode to test the encoder.
14 Click OK.
15 Close System Administration.
3–4
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Installing the PDA
Notes
The Personal Digital Assistant (PDA) is your link from the
B.A.S.I.S. workstation to the B.A.S.I.S. G and V lock.
With the help of your computer network administrator, if necessary, perform the following steps to set up the connection
between the PDA and the B.A.S.I.S. workstation.
To install Microsoft ActiveSync
1 Connect the PDA to the B.A.S.I.S. workstation.
2 Install Microsoft ActiveSync.
3 When prompted, set up a partnership with this computer
and remove all check marks associated with programs.
4 Restart the computer after ActiveSync completely installs.
5 Test the encoder and confirm ActiveSync connectivity
before proceeding. To test the encoder, see page 3-4.
Note
When ActiveSync is running, the ActiveSync icon, shown in
the taskbar on the PC’s desktop, is green. When ActiveSync is
not running, the icon is gray.
3–5
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Installing B.A.S.I.S. Transport
Notes
Confirm that the following requirements are met for running
B.A.S.I.S. Transport. For detailed instructions see the
B.A.S.I.S. Installation & Configuration User Guide.
† B.A.S.I.S. System Administration is installed.
† B.A.S.I.S. Communication Server is installed.
† Microsoft ActiveSync is installed.
† A connection is established between the PDA and the PC
using ActiveSync.
Note
Before you can install B.A.S.I.S. Transport, you must establish
a connection between the PDA and the B.A.S.I.S. PC.
To install B.A.S.I.S. Transport
You install B.A.S.I.S. Transport from the B.A.S.I.S. CD #1 onto
the PDA from the host with a connection established through
ActiveSync.
1 Open an Explorer window for B.A.S.I.S. CD #1. Stop the
auto-run of the B.A.S.I.S. installation wizard if it starts.
2 Navigate to the B.A.S.I.S. Transport folder.
3 Double-click the Transport executable (program) file.
The B.A.S.I.S. Transport Setup wizard appears.
4 Follow the on-screen instructions.
3–6
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Defining the system
Notes
Overview
To define a B.A.S.I.S.® G or B.A.S.I.S. V system, you need to
configure:
† Card formats
† Badge types
† ‘Virtual’ offline access panels
† Guest readers
Although B.A.S.I.S. locks are offline (stand-alone) and are not
managed by access control panels, you must define Access
Panel settings for the locks. In effect, you define ‘virtual’
access control panels for the locks. More than one lock –
called a reader in B.A.S.I.S. – can share the same panel configuration. However, these locks (readers) must all:
be managed by the same B.A.S.I.S. PC
■ share the same password
■ be located in the same time zone
■ use the same daylight saving time setting.
■
Defining card formats
Defining a card format is the starting point to configuring a
B.A.S.I.S. G system. But if B.A.S.I.S. G functionality is not
needed, a standard card format can be used or configured for
a reader assignment through access levels. Badges using
standard formats on compatible tracks can only be assigned
readers through access levels.
To define a card format
1 From System Administration, click Administration > Card
Formats.
The Card format form displays
2 Click Add.
The Choose Card format type window displays
3–7
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Notes
Choose the
appropriate
card format
3 Choose the appropriate card format and click OK.
The modify card format window displays
Figure 3.2
Defining card formats
When the
guest format
check box is
selected, the
data is offset
from the start
of the card by
the fact that
the activation
and deactivation dates are
encoded onto
the card.
Set the access
control track
to 3.
Make sure to
adjust the total
characters on
the track to
the correct
access control data
length.
A two-digit
issue code
is preferred
for 
B.A.S.I.S. G.
Define the
name, facility
code, total
characters,
and the guest
format.
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
4 Type the name of the card format. A typical name for the
guest format is ‘Guest format.’
5 Complete all appropriate fields including facility code,
access control track, total characters on track, and the
guest format check box.
Defining badge types
To use B.A.S.I.S. G functionality, you must define a guest
badge type. This badge type allows you to define and allocate
a range of badge ID numbers that will be programmed into
the lock. Badge type is an ID Credential Center function used
in the configuration of Guest products and determines the
block or pool of badge numbers to be allocated to a group of
locks.
Also, badge type determines the card format to be encoded
on the badge. In this instance think of the badge type as a way
of allocating a block of badge numbers to a facility, building,
or other group of related guest locks.
Application note
A badge type could be used to allocate a pool of badge numbers for a dormitory from which smaller blocks of numbers
could be obtained for the individual dormitory units.
3–9
Notes
Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
To define a guest badge type
Notes
1 From System Administration, click Administration > Badge
Types.
The Badge Types form displays
2 Click Add.
The modify badge type window displays
Figure 3.3
type
Selecting the Guest class for B.A.S.I.S. G badge
Choosing the
Guest classification enables the
features of the
Badge ID Allocation tab.
3 Select the Guest class from the drop down box.
4 Complete all other necessary information on the tab.
5 Click the Printing/Encoding tab
The Printing/Encoding tab badge type displays
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Notes
Figure 3.4
Making sure that the Guest Card format is
selected for printing and encoding
Make sure that
the Guest format is selected
for encoding
Guest Badge
Types.
6 Select the appropriate card format to be encoded for the
badge type.
7 Make sure that a check mark appears next to the selected
card format.
8 Click the Badge ID Allocation tab.
The Badge ID Allocation window displays
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Notes
Figure 3.5
Entering the range of Badge IDs
Enter the appropriate range of
badge IDs for
your application.
9 Enter the First ID number in the badge range that you want
to create.
Application note
Make sure to allocate a range of badge numbers that will
facilitate the future growth of a group of locks. The size of the
range will determine the length of the reader list in the ‘Allow
Access To’ drop-down selection on the Badge tab under Cardholders.
10 Enter the number of Badge IDs that you want to create.
11 Click Add.
12 Click OK.
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Defining ‘virtual’ offline access panels
Notes
Although B.A.S.I.S. Locks are offline (stand-alone) locks and
are not managed by access control panels, you must define
Access Panel settings for the locks. In effect, you define ‘virtual’ access control panels for the locks. Using the virtual
access panel concept allows the programming of guest locks
to follow the same conventions as B.A.S.I.S. online products.
Up to 64 locks (called a ‘reader’ in B.A.S.I.S.) can share the
same panel configuration. However, these locks ‘readers’
must all:
be managed by the same B.A.S.I.S. PC
■ share the same password
■ be located in the same time zone
■ use the same daylight saving time setting.
■
Note
The default password is ‘BEST.’ Care should be given to faithfully document any changes to this password since the password cannot be viewed from anywhere in the B.A.S.I.S.
application software.
To define a ‘virtual’ offline access panel
1 From System Administration, click Access Control >
Access Panels.
2 Click the Offline Lock tab.
3 Click Add.
The Offline Lock Access Panel window displays
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Notes
Figure 3.6
Naming the offline lock access panel
Name the
offline lock
access panel
appropriately
for all of the
possible 64
locks that it
controls.
The workstation name refers
to the technical
name of the
computer to
which the PDA
is attached.
4 In the Name field, type the name of the ‘virtual’ access
control panel.
5 Click OK.
6 Repeat steps 3 and 4 as necessary.
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
Defining the Guest reader/lock
Notes
In the B.A.S.I.S. software locks are referred to as readers to
conform and maintain consistency with B.A.S.I.S. online terminology conventions.
You can define up to 64 readers or locks for each ‘virtual’
offline access control panel. And each reader or lock will
accept up to eight different card formats. It would be highly
unusual to use this many formats in one lock.
In this section you will define a guest reader or lock.
To define a Guest reader/lock
1 From System Administration, click Access Control >
Readers.
2 Click the Reader tab – if not already on the reader tab.
3 Click Add.
The Add Reader window displays
Figure 3.7
Defining offline guest readers
Selecting the
Guest reader
type enables the
assignment of a
subset of badge
numbers from
the larger range
of numbers configured for a
Badge Type.
The automatic
setting for
‘online reader
mode’ allows
the lock to use
time zone control and token
control when
programmed for
both.
4 In the Name field, type the name of the reader.
5 In the Panel field, select the ‘virtual’ offline access control
panel that controls the reader.
6 In the Type field, select Guest.
7 Select the appropriate reader mode.
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
8 Under the Card Format section, select the Guest Card
Format.
Notes
Application note
Selecting the ‘Offline Guest’ reader type refers to a B.A.S.I.S.
V configuration. A selection of the Offline reader type is not
recommended.
9 Make any other selections as necessary.
10 Click OK.
The Reader is listed in the Reader listing at the top
of the window.
11 Repeat steps 3 – 10 for each additional lock/reader.
Now that you have defined the reader operation of the lock/
readers, you now need to configure the software so that the
correct chassis type is assigned to the lock/reader and other
offline features are configured appropriately.
Before you can complete this section you must know:
Chassis type of the lock/reader. The chassis type will most
likely be either mortise or cylindrical.
■ The maximum number of cardholders that will need to
access the lock/reader. This includes both guest cardholders and those cardholders that access the reader by access
levels.
■ The number of guest badges that will be assigned from
the pool of badge IDs.
■
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
To define other guest reader features
Notes
1 From System Administration, click Access Control >
Readers.
2 Click the Offline tab.
3 Select the Reader that you want to define. Make sure that
the check mark is next to the reader to be modified.
4 Click Modify.
The Modify Offline Reader window displays
Figure 3.8
Defining the offline reader
Make sure
that the correct reader is
selected when
selecting
offline features
The common
door feature
allows duplication of a
badge range
between locks.
The number of
events is automatically calculated based
on the amount
of lock memory and the
number of
cardholders
allocated.
5 In the Chassis Type field, select the chassis type that the
lock/reader has.
Application note
The custom chassis type enables the modification of the chassis volume. The chassis volume is a value used by engineers
that relates to the number of turns of the motor that is
required to unlock the lock. Only use the custom chassis type
at the direction of a technical support engineer or specific
instructions enclosed with the lock.
6 In the Cardholders field, select the total number of
cardholders that will need to access the lock/reader.
7 In the Look Ahead section, select the look ahead offset and
range. Normally for B.A.S.I.S. G locks, the offset is set to 1
and the range to 3. For more information on guest
functionality, see page 2-4.
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Chapter 3: First-time B.A.S.I.S.® Offline System Configuration
8 In the Guest Parameters section, select whether the lock/
reader will be a Common door.
Notes
9 In the Badge Type field, select a guest badge type from the
list that was created. See page 3-9.
10 In the Number of badges field, enter the number of guest
badges to be allocated to this lock/reader from the total
pool of badge IDs.
11 For a common door only: In the Badge Start Number field,
enter the starting badge number for the subset of numbers
to be used in this lock/reader. The badge end number is
automatically calculated from the numbers entered.
12 Click OK.
13 Repeat steps 3 – 12 for each lock/reader to be defined.
B.A.S.I.S. G Lock/reader 
programming is now complete
If you have finished the tasks up to this point, you have completed all steps necessary for the programming of B.A.S.I.S. G
functionality. However, for B.A.S.I.S. V functionality, that is,
the use of time zones, access levels, holidays, etc, that you
may want to use for B.A.S.I.S. G lock/readers, see the
B.A.S.I.S. System Administration User Guide.
For a complete list of features comparing B.A.S.I.S. V and
B.A.S.I.S. G, see “Feature comparison of B.A.S.I.S. G and
B.A.S.I.S. V” on page 2-7.
Note
3 – 18
If you assign cardholders using access levels to B.A.S.I.S. G
lock/readers, you will need to use the PDA to update the locks.
C
Setting up and Maintaining
B.A.S.I.S.® Offline Locks
This section describes how to use your
B.A.S.I.S.® Transport software. The following
topics are covered.
Introducing B.A.S.I.S. Transport
The B.A.S.I.S. Transport software application lets
you:
program B.A.S.I.S. G and B.A.S.I.S. V Locks by
transferring reader configurations from
B.A.S.I.S. System Administration to the locks
■ transfer history records from B.A.S.I.S. Locks
to System Administration
■ view diagnostics information for B.A.S.I.S.
Locks.
■
In addition, you can use Transport to unlock a
B.A.S.I.S. Lock without using a card or PIN. You
also can change the lock’s mode of operation.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Notes
Programming locks
To program a B.A.S.I.S. G or B.A.S.I.S. V Lock, you need to:
† Define an access control panel and reader configuration
for the lock using B.A.S.I.S. System Administration. For
more information, see page 3-7 of this guide as well as the
B.A.S.I.S. System Administration User Guide.
† Transfer the reader configuration from the PC to the PDA.
See the next section.
† Transfer the reader configuration from the PDA to the lock.
See page 4-10.
Transferring reader configurations from the
B.A.S.I.S. PC to the PDA
After you have used System Administration to create the
reader configurations for the locks you want to program, you
can transfer the reader configurations from the B.A.S.I.S. PC
to the PDA. Perform these steps:
To transfer reader configurations from the B.A.S.I.S. PC to the PDA
1 Establish an ActiveSync connection between the PDA and
PC.
Note
When ActiveSync is running, the ActiveSync icon, shown in
the taskbar on the PC’s desktop, is green.
2 On the PDA, make sure B.A.S.I.S. Transport is not running.
To exit Transport, see page 4-10.
3 On the PC, launch B.A.S.I.S. System Administration and
B.A.S.I.S. Communication Server.
4 From the System Administration main menu, click View,
then System Tree. See Figure 4.1
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Figure 4.1
Notes
System Administration System Tree
You can expand the entries in the System Tree to see the hierarchy of access control devices in your system. To expand an
entry, click the plus sign (+) to the left of the entry. To collapse
an entry, click the minus sign (–) to the left of the entry.
5 Expand the Hardware entry to view the access control
panels defined for your system. Expand the access control
panels to view the readers defined for your system. See
Figure 4.2.
Figure 4.2
Note
Expanding the System Tree to view readers
If a reader configuration has been created or updated at System Administration, but has not yet been sent to the PDA, a
red “X” appears on the reader’s icon, as well as on the icon
for the reader’s access panel.
6 Highlight the reader that you want to transfer to the PDA.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
To highlight multiple readers, hold down the Ctrl key and click
each reader.
Notes
7 Right-click on the selection in the System Tree.
The menu shown in Figure 4.3 appears.
Figure 4.3
Right mouse button menu for readers in the
System Tree
Use the right
mouse button
on any reader
to display this
menu.
8 Click Download.
The PC begins transferring the highlighted reader
configurations to the PDA.
9 If that reader or panel already exists on the PDA, the PDA
will display a dialog requesting to overwrite the old
version of the reader. Tap OK.
10 On the PDA, watch the messages indicating the progress
of the transfer.
11 When the transfer is complete, a message appears stating,
“Complete download successful.” On the PDA, tap OK.
12 To disconnect the PDA from the PC, disconnect the PDA
from the ActiveSync connection.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Transferring a configuration from the PDA to a lock
The sections below provide instructions for sending a panel/
reader configuration to a B.A.S.I.S. G or B.A.S.I.S. V Lock.
To connect the PDA to a lock
See Figure 4.4 and perform these steps:
Figure 4.4
Connecting the PDA to a lock
PDA
Serial cable
Communication
port
Programming
cable
1 Connect the serial cable to the PDA.
2 Connect the serial cable to the programming cable.
3 Connect the programming cable to the lock’s
communication port. The connector snaps into place.
4–5
Notes
Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
To start B.A.S.I.S. Transport
† On the PDA, tap Start, then Programs, then BAS, then
Transport.
Notes
The Main window appears, as shown in Figure 4.5
Figure 4.5
B.A.S.I.S. Transport Main window
To transfer a panel/reader configuration to a lock
1 Connect the PDA to the lock. See page 4-5.
2 Start B.A.S.I.S. Transport. See page 4-6.
3 From the B.A.S.I.S. Transport Main window on the PDA,
tap View, then Transport.
The Transport window shows the Panel/Reader
Tree.
You can expand the entries in the Panel/Reader Tree to see
the hierarchy of access control panel/reader configurations on
the PDA. See Figure 4.6
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Figure 4.6
Notes
Panel/Reader Tree
Click the minus
sign to collapse. 
Click the plus
sign to expand.
To expand a panel, tap the plus sign (+) to the left of the
panel. To collapse a panel, tap the minus sign (–) to the left of
the panel.
4 Highlight the reader configuration that you want to
transfer to the lock.
5 Tap Transport, then Configure Lockset.
The Login window appears, as shown in Figure 4.7.
Figure 4.7
Login window
6 If you are programming the lock for the first time:
a Leave the Enter Password field blank.
Note
B.A.S.I.S. Locks do not have a factory-programmed default
password.
b Ignore the Preserve user pins checkbox.
c Tap OK.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
A message appears stating, “Attempting login . . .
Please swipe a card . . . .”
d Use the temporary operator card to activate the lock.
Notes
A message appears asking, “Reader ID’s don’t
match. Continue anyway?”
7 Tap Yes.
The PDA begins transferring the selected reader
configuration to the lock.
On the PDA, watch the messages indicating the progress of
the transfer.
When the transfer is complete, a message appears stating,
“Configuration data transfer successful.”
8 Tap OK.
A message appears asking, “Delete this reader?”
9 We recommend that you tap Yes to delete the reader
configuration.
The reader configuration no longer appears in the
Panel/Reader Tree.
Note
If you want to use this reader configuration for another lock,
tap No.
10 To return to the Main window, tap View, then Main.
11 To disconnect the PDA from the lock, press the button on
the programming cable connector and unplug the
programming cable from the lock’s communication port.
See Figure 4.8
4–8
Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Notes
Figure 4.8
Disconnecting the programming cable 
from the lock
Button on the
programming cable connector
If you are updating the configuration for the lock:
1 Enter the lock’s password in the Enter Password field.
For instructions to use the PDA’s virtual keyboard, see the
documentation provided with the PDA.
Note
The password for a lock is the password programmed for the
reader in the virtual access control panel. You must enter the
password exactly as it was entered in the Password field on
the Offline Lock form in the Access Panels folder. Capitalization must be the same. The default password is ‘BEST.’
If the lock has a dual validation reader (with keypad):
■ To keep the user PINs already programmed, place a check
in the Preserve user pins checkbox.
■ Or, to reprogram the lock with the PINs stored in B.A.S.I.S.,
remove the check from the Preserve user pins checkbox.
Caution
If users have reprogrammed their PINs at the lock and you do
not preserve the user PINs, users will no longer be able to
access the lock.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
To manually change the PIN in a B.A.S.I.S. dual validation lock
If you must use your card and PIN to unlock the door during
some or all time periods, change your PIN periodically for
added security. You can change your PIN only during a time
period when both your card and PIN are required to unlock
the door. For more information about changing a lock’s mode,
see page 4-17.
Notes
Caution
Do not write your PIN on your card or in a place where someone might see it.
1 Use your card at the lock.
2 From the lock keypad, immediately enter:
* + your current PIN + #
The red light remains on, indicating that you can
change your PIN.
3 Immediately enter:
your new PIN + #
4 Immediately re-enter:
your new PIN + #
The green light flashes to indicate that you successfully changed your PIN.
Note
Example of
changing
your PIN
If you make a mistake re-entering your new PIN, three short
tones sound and the red light turns off. Start over with step 1
and use your old PIN for step 2.
1 Use your card.
2 Enter
*1234#
3 Enter
*4321#
4 Re-enter * 4 3 2 1 #
To exit B.A.S.I.S. Transport
† From the B.A.S.I.S. Transport Main window on the PDA,
tap View, then Exit.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Retrieving history records
Notes
History retrieval overview
To retrieve and view history records from a B.A.S.I.S. G or
B.A.S.I.S. V Lock, you need to:
Transfer the history records from the lock to the PDA. See
the next section.
■ Transfer the history records from the PDA to the B.A.S.I.S.
PC. See page 4-13.
■ Use System Administration to generate reports using the
transferred records. See page 4-13.
■
You can retrieve history records from multiple locks and then
transfer all of the records to the PC at the same time.
Transferring history records from a lock to the PDA
1 Connect the PDA to the lock. See page 4-5.
2 Start B.A.S.I.S. Transport. See page 4-6.
3 From the B.A.S.I.S. Transport Main window on the PDA,
tap View, then Transport.
The Transport window shows the Panel/Reader
Tree.
Note
When transferring history records from the lock, you do not
need to highlight a reader in the tree.
4 Tap Transport, then Get History.
The Login window appears, as shown in Figure 4.9.
Figure 4.9
Login window
5 Enter the lock’s password in the Enter Password field.
For instructions to use the PDA’s virtual keyboard, see the
documentation provided with the PDA.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Note
Notes
The password for a lock is the password programmed for the
reader configuration’s access control panel. You must enter
the password exactly as it was entered in the Password field
on the Offline Lock form in the Access Panels folder. Capitalization must be the same.
6 Tap OK.
A message appears stating, “Attempting
login . . . Please swipe a card . . . .”
7 Use the temporary operator card to activate the lock.
The lock begins transferring its history records to
the PDA.
On the PDA, watch the messages indicating the
progress of the transfer.
When the transfer is complete, a message appears
indicating the number of history records that were
transferred. See Figure 4.10.
Figure 4.10
History transfer completed message
8 Tap OK.
9 To return to the Main window, tap View, then Main.
10 To disconnect the PDA from the lock, press the button on
the programming cable connector and unplug the
programming cable from the lock’s communication port.
See Figure 4.8 on page 4-9.
You can view the history records only after they have been
transferred from the PDA to the PC. You cannot view the history records on the PDA.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
To Transfer history records from the PDA to the B.A.S.I.S. PC
Notes
1 On the B.A.S.I.S. PC, launch B.A.S.I.S. System
Administration and B.A.S.I.S. Communication Server.
2 Establish ActiveSync connection between the PDA and the
PC.
Note
When ActiveSync is running, the ActiveSync icon, shown in
the taskbar on the PC’s desktop, is green.
When the connection has been established, the PDA
automatically transfers all history records to the PC.
On the PDA, watch the messages indicating that the
PDA is uploading history records to the PC.
When the history records have been uploaded, a
message appears indicating the number of history
records that were transferred.
Note
B.A.S.I.S. Transport does not need to be running during this
process.
Viewing history records
After you have transferred lock history records from the PDA
to the B.A.S.I.S. PC, you can use System Administration to
generate reports using the records.
For example, you can use the All Events Over Time report to
view and/or print all of the history events transferred from the
locks. For instructions, see the B.A.S.I.S. System Administration User Guide.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Notes
Using diagnostics features
Diagnostics overview
Figure 4.11
B.A.S.I.S. Transport Domestics window
You can use B.A.S.I.S. Transport to view diagnostics information for a lock. Figure 4.11 shows an example of the diagnostics information provided. The table below describes each of
the fields in the Diagnostics window.
This field Shows
Firmware ID indicating the type of firmware in the lock. Technical
ID
support personnel may ask you to provide this information.
Version
Version number of the lock’s firmware. Technical support personnel may ask you to provide this information.
4 – 14
Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Notes
This field Shows
Diagnostics Code
Hexadecimal number indicating firmware conditions,
such as firmware resets, that have occurred at the lock
since the diagnostics code was last cleared. The code
0x00 means no conditions have occurred.
To view the meaning of the code, tap the more button
(...). The Diagnostics Code window shows each active
diagnostics code and its meaning. See Figure 4.12. Tap
the close button (X) to close this window.
Figure 4.12
window
Diagnostics Code
Technical support personnel may ask you to provide
this information.
To clear the diagnostics code, see page 4-20.
Online
Whether the lock is under time zone control (AutoMode
matic) or set to a specific mode, such as Locked or
Unlocked. For more information, see “Changing a
lock’s online mode” on page 4–17.
Use Count Number of times access was granted since the use
count was last reset. To reset the use count, see
page 4-19.
Main Bat- Current power level of the lock’s battery pack.
tery
No shading in the status bar indicates an Alarm condition. The batteries are dead and must be replaced.
If the shading falls within the Warning range, the power
level is 30% or lower. You should replace the batteries
soon.
If the shading falls within the Good range, the power
level is between 30% and 100%.
Backup
Current power level of the lock’s coin cell battery, used
Battery
to back up the lock’s memory if the main battery pack
dies or is disconnected. If the backup battery is Bad,
you should replace it. Refer to the B.A.S.I.S. G Service
Manual (T63300) or the B.A.S.I.S. V Service Manual
(T61805).
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
To view diagnostics information
Notes
1 Connect the PDA to the lock. See page 4-5.
2 Start B.A.S.I.S. Transport. See page 4-6.
3 From the B.A.S.I.S. Transport Main window on the PDA,
tap View, then Diagnostics.
The Diagnostics window appears, with the fields
blank.
4 Tap Diagnostics, then Connect.
The Login window appears.
5 Enter the lock’s password in the Enter Password field.
For instructions to use the PDA’s virtual keyboard, see the
documentation provided with the PDA
Note
The password for a lock is the password programmed for the
reader configuration’s access control panel. You must enter
the password exactly as it was entered in the Password field
on the Offline Lock form in the Access Panels folder. Capitalization must be the same.
6 Tap OK.
A message appears stating, “Attempting login . . .
Please swipe a card . . . .”
7 Use the temporary operator card to activate the lock.
The diagnostics information appears on the PDA, as shown in
Figure 4.11 on page 4-14.
Note
To perform other activities while connected to the lock, see:
“Changing a lock’s online mode” on page 4–17
■ “Unlocking a door temporarily” on page 4–18
■ “Resetting the use count” on page 4–19
■ “Clearing the diagnostics code” on page 4–20.
■
8 When you have finished using diagnostics features, tap
Diagnostics, then Disconnect.
The PDA closes communications with the lock.
9 To return to the Main window, tap View, then Main.
10 To disconnect the PDA from the lock, press the button on
the programming cable connector and unplug the
programming cable from the lock’s communication port.
See Figure 4.8 on page 4-9.
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Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Changing a lock’s online mode
Notes
When a B.A.S.I.S. G or B.A.S.I.S. V Lock’s mode of operation
is determined by its programming, the diagnostics information for the lock indicates that the lock’s “online mode” is
Automatic. In effect, the lock is under time zone control. For
information about defining time zones for a lock, see the
B.A.S.I.S. System Administration User Guide.
You can use the PDA to select a specific online mode of operation for a lock and override time zone control. The selected
mode remains in effect until you restore the lock to time zone
control by setting the online mode to Automatic.
For example, during an emergency you might set a lock’s
online mode to Unlocked so that emergency personnel can
access the room. When the emergency is over, you can set
the lock’s online mode to Automatic to restore time zone control.
The online mode will change only after disconnecting from
the lock.
The following online modes are available:
■
■
■
■
■
■
■
Automatic. The lock is under time zone control.
Card. Any valid card in the lock’s database can access the
lock.
Card and PIN. Any valid card and PIN combination programmed in the lock’s database can access the lock.
Card or PIN. Any valid card or PIN programmed in the
lock’s database can access the lock.
Facility Code. Any card with a valid facility code can
access the lock.
Locked. The door is locked. All cards and PINs are denied
access.
Unlocked. The door is unlocked.
4 – 17
Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
To change a lock’s online mode, perform these steps:
Notes
1 If you are already viewing diagnostics information for the
lock, go to Step 2.
If you are not viewing diagnostics information for the lock,
perform Step 1 through Step 7 on page 4-16.
2 From the B.A.S.I.S. Transport Diagnostics window on the
PDA (Figure 4.11 on page 4-14), tap Diagnostics, then Set
Online Mode, then the mode that you want.
A confirmation message appears.
3 Select OK.
4 When you have finished using diagnostics features,
perform Step 8 through Step 10 on page 4-16.
Unlocking a door temporarily
You can use the PDA to unlock a door for the default duration
programmed for a lock. This feature is useful when you need
to access the inside of the door to replace the lock’s batteries
or perform other maintenance for the lock.
To unlock a door temporarily, perform these steps:
1 If you are already viewing diagnostics information for the
lock, go to Step 2.
If you are not viewing diagnostics information for the lock,
perform Step 1 through Step 7 on page 4-16.
2 From the B.A.S.I.S. Transport Diagnostics window on the
PDA (Figure 4.11 on page 4-14), tap Diagnostics, then
Unlock Once.
A confirmation message appears asking, “Unlock
once?”
3 Select OK.
The lock unlocks for the default duration programmed for the lock, letting you open the door.
4 When you have finished using diagnostics features,
perform Step 8 through Step 10 on page 4-16.
4 – 18
Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Resetting the use count
Notes
Every B.A.S.I.S. G and B.A.S.I.S. V Lock counts the number of
times access is granted to a card or PIN since the use count
was last reset. You can use this count to track how often a lock
is used during a selected time frame.
To reset the use count for a lock
1 If you are already viewing diagnostics information for the
lock, go to Step 2.
If you are not viewing diagnostics information for the lock,
perform Step 1 through Step 7 on page 4-16.
2 From the B.A.S.I.S. Transport Diagnostics window on the
PDA (Figure 4.11 on page 4-14), tap Diagnostics, then
Reset, then Use Count.
A confirmation message appears asking, “Reset use
count?”
3 Select OK.
The lock’s use count is reset to 0.
4 When you have finished using diagnostics features,
perform Step 8 through Step 10 on page 4-16.
4 – 19
Chapter 4: Setting up and Maintaining B.A.S.I.S.® Offline Locks
Clearing the diagnostics code
Notes
The lock’s diagnostics code indicates firmware conditions,
such as firmware resets, that have occurred at the lock since
the diagnostics code was last cleared. For more information,
see page 4-15.
To clear a lock’s diagnostics code, perform these steps:
1 If you are already viewing diagnostics information for the
lock, go to Step 2.
If you are not viewing diagnostics information for the lock,
perform Step 1 through Step 7 on page 4-16.
2 From the B.A.S.I.S. Transport Diagnostics window on the
PDA (Figure 4.11 on page 4-14), tap Diagnostics, then
Reset, then Diagnostics Code.
A confirmation message appears asking, “Reset
diagnostics code?”
3 Select OK.
The diagnostics code is reset to 0x0000.
4 When you have finished using diagnostics features,
perform Step 8 through Step 10 on page 4-16.
4 – 20
C
Managing 
B.A.S.I.S.® G Cardholders
Introduction
Use this section to understand how to manage
B.A.S.I.S.® G cardholders. Managing cardholders
involves three activities:
Editing cardholders
■ Searching for cardholders
■ Encoding cardholders’ badges
■
These activities form the bulk of day-to-day operations that are necessary for maintaining a
B.A.S.I.S. G System in good working order. This
section will help you master these activities.
5–1
Chapter 5: Managing B.A.S.I.S.® G Cardholders
Notes
Editing cardholders
The first of the three activities, editing cardholders involves
the following:
Adding
■ Modifying
■ Deleting
■
Adding cardholders
Although it’s not required, to make the process of adding
cardholders more efficient, we recommend using the List
Builder feature of B.A.S.I.S. This feature allows you to build
lists of departments names, building names, locations, and
even custom cardholder information before actually creating
the individual cardholder records.
In the cardholder screen, the following are fields are dropdown lists that the user can pick from. If these lists are compiled before adding cardholders users can create cardholders
quicker and more consistently:
■
■
■
■
■
5–2
Title
Department
Division
Location
Building
Chapter 5: Managing B.A.S.I.S.® G Cardholders
To create lists of cardholder data
Notes
1 From the System Administration application, click
Administration > List Builder.
The List Builder screen displays
Figure 5.1
Build lists of
departments
names, building names,
locations, and
even custom
cardholder
information
before actually
creating the
individual cardholder records.
2 Click the List that you want to add to, so that check mark
appears on the highlighted list.
3 Click Add.
4 Add the name of the building, department, etc, that will
appear in the cardholder screen drop-down list.
5 Click OK.
6 Repeat steps 2 through 5 until all lists are completed.
Before you start adding cardholders, make sure that you compile all student, employee, contractor, and other records that
will need badges.
If you have a large database of people that will need badges,
you may want to consider using B.A.S.I.S. Data Exchange, a
utility designed to make the process of importing large
administration databases or meal card databases into
B.A.S.I.S. See your local representative for more information.
But to individually create cardholders follow these steps.
5–3
Chapter 5: Managing B.A.S.I.S.® G Cardholders
To create a cardholder:
Notes
1 From System Administration, click Administration >
Cardholders.
2 Click Add.
The Add Cardholders window displays
Figure 5.2
Adding cardholders
Completion of at
least the last
name field is
required to temporarily save
the cardholder
record.
Only complete
those fields that
are necessary
for your business or institution.
3 Complete all appropriate fields in the form.
Note
Tip
Completion of at least the last name field is required to temporarily save the cardholder record. Only complete those
fields that are necessary for your business.
To more efficiently add cardholders, use the B.A.S.I.S. List
Builder feature described on page 5-3.
4 Click the Badge tab.
5–4
Chapter 5: Managing B.A.S.I.S.® G Cardholders
The badge form displays
Notes
Figure 5.3
Complete at
least two
fields: badge
type and allow
access to
(readers):
5 Complete all appropriate fields in the form. For a compete
list of field definitions, see the System Administration Help
or the Glossary.
Note
Completion of at least the badge type field and the reader
field (Allow access to) is required to temporarily save the
cardholder record. Complete only those fields that are necessary for your business.
6 Click OK.
7 Click Encode.
5–5
Chapter 5: Managing B.A.S.I.S.® G Cardholders
If the issue code is at zero, the following confirmation is displayed:
Notes
Figure 5.4
Question regarding the issue code
Click No, if you
are assigning a
new badge.
Click Yes, if the
card is lost or
stolen.
8 Click No.
The Encode Badge window displays:
Figure 5.5
Choosing a card format to encode
Click the Encode
button to start
the encoding
process.
9 Make sure that the checkmark is on the card to be
encoded, then click Encode.
The encoder is initialized and prompts you to
encode the card:
Figure 5.6
5–6
The encoder is ready for the card swipe
Chapter 5: Managing B.A.S.I.S.® G Cardholders
10 Slowly swipe the card through the encoder as shown
below.
Figure 5.7
Notes
Swiping the magstripe card through the encoder
Encoder LED
Encoder slot
widens here
11 Confirm that the encoding is complete.
5–7
Chapter 5: Managing B.A.S.I.S.® G Cardholders
Modifying cardholders
Notes
When a cardholder’s name, location, title, or any other piece
of data changes, use the modify function of the same cardholder forms that you used in adding a cardholder.
To be able to synchronize changes in other administration
databases or meal card databases, you can use the Data
Exchange application, the same utility used to import data.
For full import and export to and from ODBC compliant databases, including Odyssey’s CBORD meal card system, use
B.A.S.I.S. Interface™.
To modify a cardholder
1 From System Administration, click Administration >
Cardholders.
2 Search for the cardholder record that you want to modify.
For more information on searching, see page 5-10.
3 Click Modify.
The Modify Cardholders window displays
Figure 5.8
Modifying cardholders
4 Select and change the field or fields that you want to
change.
5 Click OK.
5–8
Chapter 5: Managing B.A.S.I.S.® G Cardholders
Deleting cardholders
Notes
To maintain a high degree of security, when someone graduates, retires, is transferred, resigns, or is terminated, that person’s computer record, along with the person’s badge, must
be deleted or inactivated.
To delete a cardholder
1 From System Administration, click Administration >
Cardholders.
2 Search for the cardholder record that you want to delete.
For more information on searching, see page 5-10.
3 Click Delete.
4 Click OK.
A confirmation window displays
Figure 5.9
Confirming the cardholder to be deleted
5 Click Yes.
The cardholder record is deleted from the database.
5–9
Chapter 5: Managing B.A.S.I.S.® G Cardholders
Notes
Searching for cardholders
The search facility of B.A.S.I.S. is extensive and is an important function that can be used for many reasons. It’s important to understand how to search if you’re:
modifying a cardholder
■ deleting a cardholder
■ checking the status of a cardholder
■ inquiring on a cardholder’s address, phone number, etc.
■
Search offers an efficient way to find a cardholder or a group
of cardholder records using any known piece of the cardholder’s data.
To search for a cardholder or a group of cardholders
1 From System Administration, click Administration >
Cardholders.
2 Click Search.
The Cardholder fields are cleared
The cardholder data fields are all cleared to enable you to
search for any cardholder record, even if you know as little as
one piece of cardholder data. Cardholders can be searched
for using one, two or more fields. This enables you to narrow
down the list of cardholder records. Once a cardholder or a
groups of cardholder records are displayed, you can page
through the records one by one.
Tip
This is another reason for using the B.A.S.I.S. List Builder feature. Searching for List Builder items (title, department, division, etc) enables the search facility to find all cardholders
with like data because the data for those fields were entered
using consistent terminology. For more information on using
the List Builder feature, see page 5-3.
3 Select the tab that you want to search from. You can
search from any one of the following tabs. Each tab has its
own unique search features:
cardholder
■ badge
■ access levels
■ biometrics
■
5 – 10
Chapter 5: Managing B.A.S.I.S.® G Cardholders
visits
■ directory accounts
■ guard tours
■ reports
Notes
■
4 Select and complete any one or any combination of fields.
For example, to search for all students on the first floor of
Johnson East dormitory, the following screen shows that
two data fields are necessary:
Figure 5.10 Example of searching for all Johnson East, first
floor residents
Searching
specifically for
residents of
Johnson East
Dormitory . . .
on the first
floor.
5 Click OK.
The search arrows appear in the lower right-hand
corner of the screen.
Figure 5.11
Search arrow definitions
Previous record
‘Rewind’ 10
records
First record
Next record
‘Fast-forward’
10 records
Last record
6 Use the search arrows to page through the records that
met the search criteria.
5 – 11
Chapter 5: Managing B.A.S.I.S.® G Cardholders
Encoding existing cardholders
Once a cardholder has been added with the proper badge
information, you’re ready to encode the card. For the complete encoder installation procedure, see page 3-3.
To encode an existing cardholder’s badge
1 From System Administration, click Administration >
Cardholders.
2 Click the Badge form tab.
3 Search for the cardholder record that you want to encode.
For more information on searching, see page 5-10.
The Encode badge form displays
Figure 5.12
Getting ready to encode a guest badge
Make sure
that a checkmark selects
the cardholder record
to be
encoded.
The encode
button is
available
when a guest
badge is
selected.
4 Make sure that the checkmark selects the record that you
want to encode.
5 Click Encode.
5 – 12
Chapter 5: Managing B.A.S.I.S.® G Cardholders
If the issue code is at zero, the following confirmation is displayed:
Figure 5.13
Notes
Question regarding the issue code
Click No, if you
are assigning a
new badge.
Click Yes, if the
card is lost or
stolen.
6 Click No.
The Encode Badge window displays:
Figure 5.14
Choosing a card format to encode
Click the Encode
button to start
the encoding
process.
7 Make sure that the checkmark is on the card to be
encoded, then click Encode.
The encoder is initialized and prompts you to
encode the card:
Figure 5.15
The encoder is ready for the card swipe
5 – 13
Chapter 5: Managing B.A.S.I.S.® G Cardholders
8 Slowly swipe the card through the encoder as shown
below.
Notes
Figure 5.16
Swiping the magstripe card through the encoder
Encoder LED
Encoder slot
widens here
9 Confirm that the encoding is complete.
5 – 14
A
Glossary of Terms
Use this glossary as a reference and whenever
you see a word in italic type, like this:
card format
A–1
Appendix A: Glossary of Terms
Notes
Terms
access level
access panel (Intelligent System Controller/ISC)
activation/deactivation date
A circuit board with on-board memory that is
responsible for making most of the decisions in an
access control system.
The date that a credential becomes active or
expires.
ActiveSync
A Microsoft utility designed to synchronize the data
between a PC-based application and a PDA application. ActiveSync is used to synchronize the data
between B.A.S.I.S. and B.A.S.I.S. Transport.
antipassback
A configuration limiting the ability of consecutive
uses for a credential at a reader. Usually, configured
with readers installed on both the secure and nonsecure 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
Antipassback exempt. The cardholder with this privilege is exempt from antipassback rules.
badge
badge ID
badge type
A–2
An access control relationship made between a
reader or readers and a time zone or time zones. An
access level is assigned to a badge ID for the purpose of granting access through a reader or readers
during a specified time.
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.
Used in B.A.S.I.S. to determine a number of parameters for a particular badge ID. These parameters
include the activation and deactivation dates,
default access groups, the applied badge design,
the printer used to print the badge, the required
data fields for cardholder entry, and a range of
badge ID's to be used for a specific group of badges.
Appendix A: Glossary of Terms
B.A.S.I.S. Transport
battery alarm
battery warning
The application that runs on a PDA designed to
update B.A.S.I.S. locks and retrieve lock history.
Notes
The diagnostic code that a B.A.S.I.S. Lock displays
when the main batteries are low.
The diagnostic code that B.A.S.I.S. Transport PDA
displays when the main batteries must be replaced.
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
communication
server
The connector on the bottom of the B.A.S.I.S. Lock
that allows the lock to be connected to a PDA running B.A.S.I.S. Transport.
The server application designed to provide network
services to access panels, readers, 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
diagnostic code
The ability for an authorized credential to retract
both the spring latch and the deadbolt when the
deadbolt is engaged.
The code in B.A.S.I.S. Transport that identifies the
processing error.
encoder
The device, connected to a PC running B.A.S.I.S.,
used to encode magnetic stripe cards or smart
cards.
exit hardware
Lock chassis type that supports the B.A.S.I.S. exit
hardware trim lock.
A–3
Appendix A: Glossary of Terms
Notes
extended unlock
The extra period of time the lock will unlock when
an authorized credential with extended unlock privileges is presented.
facility 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.
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.
input
A hardware connection point used for status reporting of a particular sensor.
intelligent system
controller (ISC)
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.
look ahead
An offline feature where a higher issue code for a
particular badge ID knocks out the same badge ID
with a lower issue code from an offline lock when
the badge ID with higher issue code is presented to
the lock.
mortise
A lock chassis that installs into a mortised cavity in
the edge of a door.
output
An B.A.S.I.S.on-board relay or switch that is configurable to follow the status of an input, system condition, or a time zone.
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.
PDA
A–4
See access panel.
Personal Digital Assistant.
Appendix A: Glossary of Terms
programming cable
The cable used to connect the PDA to the B.A.S.I.S.
Lock.
reader interface module (RIM)
A circuit board that acts as the integration point for
access activity at a particular opening. The RIM integrates Card Reader, Door Position, Request-to-Exit,
and Lock Control activity with the ISC.
request to exit
A sensor usually installed on the non-secure side of
the door that will mask the door position switch
upon activation.
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.
time zone
two-card control
unlock duration
use limit
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.
The requirement for the presentation of two separate, authorized credentials in order to gain entry
through an access controlled opening.
The time that the lock momentarily unlocks.
A configuration limiting a credential to a defined
number of uses.
A–5
Notes


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