dormakaba USA SDC2K Wireless Electronic Lock User Manual Manual 1

Stanley Security Solutions, Inc. Wireless Electronic Lock Manual 1

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Copyright ©2012 Stanley Security Solutions, Inc. All rights reserved.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 Stanley Security Solutions, Inc. 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 Stanley Wi-Q AMS and Wi-Q Technology are registered trademarks of Stanley Security Solutions, Inc.Bonjour is a registered trademark of Apple Inc.Wi-Spy and MetaGeek are registered trademarks of MetaGeek, LLC.Microsoft, Windows, CE, and ActiveSync are registered trademarks of Microsoft Corporation.T85202/Rev D June 2015

FCC/IC CertiﬁcationCAUTION: Please keep the PG antenna 20cm away from people to ensure that FCC RF exposure compliance requirements are not exceeded.This equipment has been tested and found to comply with the limits for 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 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, you can try to correct the interference by taking 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.This device complies with Industry Canada licence-exempt RSS standard(s). Operation is subject to the following two conditions: (1) This device may not cause interference, and (2) this device must accept any interference, including any interference that may cause undesired operation of the device. Cet appareil est conforme à la norme RSS Industrie Canada exempt de licence. Son fonctionnement est soumis aux deux conditions suivantes: (1) cet appareil ne doit pas provoquer d’interférences et (2) cet appareil doit accepter toute interférence, y compris les interferences pouvant causer un mauvais fonctionnement du dispositif. This Class [B] digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numérique de la classe [B] respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada.

Warning! Changes or modiﬁcations not expressly approved by {Applicant name} could void the user’s authority to operate the equipment. Approved antennas are listed below and antennas not included in this list are strictly prohibited for use with these devices. The required antenna impedance is 50 ohms.Approved AntennasPortal Gateway/WAC HG2402RD-RSF - 2.4GHz Rubber Duck Antenna MP24008XFPTNF - 2.4GHz ISM-XF Panel Antenna MC2400PTMSMA - 2.4GHz Omni-Directional Antenna BS2400XL3 - 2.4GHz Outdoor Omni-Directional AntennaController Integrated AntennaIMPORTANT! Any changes or modiﬁcations not expressly approved by the party responsible for compliance could void the user’s authority to operate the equipment.

Contents1 OverviewSystem Overview ............................................................. 7Setup Checklist .............................................................. 122 Hardware InstallationHardware Overview ...................................................... 13Installing System Hardware ........................................ 16Install Portal Gateways (Task 8)................................. 24Install Door Hardware (Task 9) ................................... 283 Software InstallationPrepare Your Computer (Task 3) .................................33Gather and Organize Segment Data (Task 4) .............................................................................43Install Software (Task 5) .............................................. 454 Conﬁguring Segments, Portal Gateways and ControllersCreate Your Segment (Task 6) ..................................... 63Add and Conﬁgure Portal Gateways (Task 7) .............................................................................67Sign on and Conﬁgure Controllers (Task 10) ...........................................................................845 Conﬁgure AMS Software (Task 11)Associations ................................................................... 96Credential Settings ...................................................... 108

Daylight Saving Settings ............................................ 116I/O ................................................................................... 116Misc ................................................................................ 120PIN Settings ..................................................................120Adding Users to the Segment .................................... 121Portal and Reader Control and Messaging ..................................................................... 134Conﬁguring Timezones ............................................... 1376 Using and Managing the SystemWi-Q AMS Conﬁgurator ..................................................................145System Administrator ................................................. 166Backing Up and Restoring Your AMS Database.............................................................. 174Firmware Updates ....................................................... 178Transactions Monitor .................................................. 181Statistics Monitor ........................................................ 191Reports ...........................................................................1997 Advanced TroubleshootingStatus Flags in the FLAGS Column ........................... 211Update Flags in the PEND Column ........................... 212A Glossary .................................................214B Lock installation ...................................220

7This manual is your complete guide to the Stanley Wi-Q Access Management System. It provides detailed steps to install hardware and software, conﬁgure and customize your system, and use and manage the system. The information is presented in a linear manner, describing each tab, feature and application in the system. However, tasks to install hardware and software and conﬁgure the system for the ﬁrst time do not necessarily progress in a linear man-ner. You will ﬁnd a Set Up Checklist at the end of this section and in the Getting Started Guide to take you through the initial setup and conﬁguration tasks in a logical sequence. If you have not yet read through the Wi-Q AMS Getting Started Guide, it is a good idea to do so before beginning any installation and setup. The Getting Started Guide presents the big picture in just a few pages and will help you identify prob-lems and create solutions as you work your way through hardware installation and setup, software conﬁguration, and system operation. If you are unfamiliar with the terms used in wireless technology, you may want to refer to the Glossary included in this manual as Appendix A.System OverviewThe Stanley Wi-Q Access Management System (Wi-Q AMS) integrates pow-erful access management software with Portal Gateways, Wireless Access 1 Overview

8Controllers, and multiple controller formats that work together to enable all deci-sion-making at the door. The system runs remotely with no need for hard-wiring, providing innovative access control in any environment. Wi-Q AMS is versatile so you can create a whole new system, retroﬁt existing hardware, and include vari-ous CCTV alarms, general alarms, and inputs/outputs.Basic Hardware ComponentsA basic Wi-Q AMS system has three components: a host computer with Wi-Q AMS, a Portal Gateway, and a controller lock at the door. Figure 1 is a simple dia-gram showing these three components.Figure 1 Four Basic ComponentsThe Host Computer The software is installed at the Host computer and set up to tell the Portal Gate-ways on the network which controllers to control and how to control them. It contains all User ID and access management commands. The Host transfers information to and from the Portal Gateway through a standard Ethernet (LAN/WAN) connection. The Portal Gateway The Portal Gateway is a device connected to the Host computer through a secure IP address, similar to the way your computer is connected to the internet. It trans-fers data signals from Wireless Controllers to and from the Host computer. The Portal Gateway recognizes all Wireless Controllers within its antenna range. One Portal Gateway can control as many as 64 controllers in a system.Wireless ControllersThere are two types of Wi-Q and Omnilock Wireless Controllers:HOSTLAN/WANPORTALGATEWAYWIRELESSDOORCONTROLLER

9Wi-Q Wireless Access Controller Wireless Door ControllerOmnilock Single Door Controller Omnilock ReaderBoth controllers are equipped with Wi-Q or Omnilock Technology that controls user access at the door. The basic conﬁguration is battery operated, with either keypad or card reading capability and an internal antenna that communicates with the Portal Gateway. The Wireless Controller grants user requests according to how they are conﬁgured in the AMS software. Basic OperationThe system works very simply. A user enters a pass code at a controller, either using an access card or by entering a code on a keypad. If the controller recog-nizes the credential from the conﬁgured settings downloaded from the Host via the Portal Gateway to the controller, the door opens. The controller also sends regular signals (beacons) to the Portal to let it know that it’s working properly. If a controller goes ofﬂine, the Host receives a message from the Portal Gateway.

10Additional System ConﬁgurationsWi-Q AMS supports various system conﬁgurations. For example, some locations at your segment may already be hard-wired with legacy equipment or additional input or output devices. You can also use a Wireless Access Controller, hard-wired to a controller and strike, and wirelessly communicate back to a Portal Gateway.For more information about various applications you can adapt for use with Wi-Q AMS, see “Hardware Overview” on page 13.Software OverviewWi-Q AMS provides powerful tools to manage your system: Wi-Q AMS Conﬁgura-tor, Transactions, and Statistics Monitor help you conﬁgure your settings, monitor transactions in the system, and verify system hardware performance. You can view and create reports from all applications and perform archivals and imports using Wi-Q AMS Administrator.If you are the Program Administrator responsible for setting up communications between AMS software and system Portals and controllers; you will spend most of your time using the Conﬁgurator module. If you are in personnel or security, you may be the person who adds users to the system and gives them access privileg-es and IDs. You will spend most of your time on the Users tab of the Conﬁgurator. If you are responsible to oversee security for your organization, you will monitor all access and alarm activity using the Transactions module. If you are a Systems Administrator responsible to ensure the wireless network is operating at maxi-mum performance, you will use the Statistics Monitor and Administrator modules. If your organization is small, you may use all applications. Regardless of the tasks you are responsible to perform, you can view and print reports from all applica-tions using the Reports module.

11Figure 2 Five ApplicationsOnce the software is installed, you will ﬁnd the Conﬁgurator module shortcut on your desktop. You can access all applications from the Conﬁgurator main menu. You can also access these applications from the Windows Start Menu under Stanley Security Solutions.

12Setup ChecklistWi-Q AMS is set up in eleven basic tasks. Completing these tasks will ensure you get your system up and running as quickly and efﬁciently as possible. Some tasks are performed at the Host computer and some at the segment site. It is appropriate to perform some tasks concurrently, for example, you may have someone prepare your computer and install the software concurrently with site plan development and hardware installation. However, you must have the soft-ware installed and Portal Gateways ‘online’ before you can sign on controllers.Note System setup does not proceed in a linear manner. The following references prompt you to skip around within this User Guide. Task 1: Develop a Site Plan, page 17. Task 2: Position Portal Gateways, page 21. Task 3: Prepare your Computer, page 33. Task 4: Gather and Organize Segment Data, page 43. Task 5: Install Software, page 45. Task 6: Create your Segment, page 63. Task 7: Add and Conﬁgure Portal Gateways, page 67. Task 8: Install Portal Gateways, page 24. Task 9: Install Door Hardware, page 28. Task 10: Sign On and Conﬁgure Controllers, page 84. Task 11: Conﬁgure AMS Software, page 96.

132 Hardware InstallationHardware OverviewWi-Q AMS runs remotely with no need for hard-wiring, creating a simple, innova-tive approach to access control in any environment.Note Once Wireless Controllers are installed, you will need to sign them on to AMS software. Therefore, it is appropriate to install the software before or concurrent with hardware installation. For more information, see “Sign on and Conﬁgure Controllers (Task 10)” on page 84.Figure 3 is a block diagram showing various conﬁgurations. Wi-Q AMS supports all Wireless Controllers via Portal Gateways (A); and existing Prox/Wiegand, RQE, door strike, and door monitor switch conﬁgurations (B). Conﬁguration types are brieﬂy described in the following paragraphs. Full installation instructions are provided in the following sections.

14Figure 3 Example System ConﬁgurationsPortal GatewaysThe Stanley Portal Gateway is a wireless device connected to the Host computer through a secure IP address, similar to the way your computer is connected to the internet. It transfers data signals from Wireless Controllers to and from the Host computer. The Portal Gateway recognizes all Wireless Controllers within its antenna range. One Portal Gateway can be upgraded to control up to 64 Wireless Controllers.Portal Gateways provide bi-directional radio frequency communication between Wireless Controllers and the associated host computer(s). All communications are via secure AES 128-Bit encrypted 2.4 HGz using spread spectrum RF Radio technology. The Portal Gateway communicates to the host computer through web services via either Ethernet 10/100 BaseT, approved 802.11 G wireless, or an approved commer-cial RF carrier-enabling a wireless solution end-to-end. All communications between Wireless Controllers and Portal Gateways can be further backed up by “redundant” Portal Gateways each with capacity for up to 64 Wireless Controllers.Transmit range from Portal Gateway to controller varies based on building construc-tion. Various factors can affect the range you will see in your facility.HOSTETHERNET10/100 BASE T802.11g or othercomm. CarrierLAN/WANSECURESOCKETPORTALGATEWAYUp to 64 wireless devicesper portal gateway(configured inincrements of 16) WIRELESS ACCESSCONTROLLERRQESTRIKE12V DC2.4 Ghz, Spread Spectrum/AES 128 Bit EncryptionWIRELESSDOORCONTROLLERDOOR MONITORSWITCHExistingProx/Weigandcard readerOptional 12/24 VDC Power SupplySealed Led AcidBattery PackPORTALGATEWAYAB

15Wireless ControllersWi-Q AMS software is designed to operate with Wi-Q Technology Best 45HQ mortise and Best 9KQ Cylindrical locksets equipped with either keypad, card, or a combination of controller input devices. Wi-Q AMS software is also designed to work with Omnilock 9KOM cylindrical and 45KOM mortise locksets. Door switch monitor, request to exit, and door lock position sensors are included in the locks. Wi-Q and Omnilock Controllers support a broad range of Controller technologies: Card or Keypad ID with PINs Magnetic Stripe, Prox, MIFARE (card number only) 512 Timezones (per Segment) 18000 User Credentials per door (based on licensing) Cardholder access level deﬁnition Dynamic memory for IDs vs Transactions Locally stored and transmitted transactions ADA Compliant No AC required at doorWireless Access ControllersYou can retroﬁt any existing controller conﬁguration to communicate with Portal Gateways using Wireless Access Controllers. You can also use this device to connect other I/O devices to the system. About the size of a standard double-gang box electrical box, these controllers operate on standard 12V DC or an optional 12/24 V DC power supply, sealed, lead acid battery pack. They seam-lessly integrate existing door hardware into the Wi-Q AMS system, supporting Wiegand-compatible keypad Controller inputs. Check with your Stanley Repre-sentative for a list of compatible controllers.

17 Crossover Ethernet cable if direct connection between Portal Gateway and Host will be used Wireless Access Controllers, if used, and knowledge of existing hardware and switches for any retroﬁt installations Installation tools Drill Motor/hole saw with bits appropriate for the speciﬁc lock (see the tem-plate included in your lock) Phillips-head and ﬂat-head screw drivers Access to the Host, a networked workstation, or wireless laptop computer.Develop a Site Plan (Task 1)Before installing Portal Gateways, it is a good idea to develop a general plan for the segment. This plan will guide you in deciding where to install the Portal Gate-ways. You must consider the following:Transmit range from Portal Gateway to controller varies based on building con-struction. Site characteristics such as reinforced concrete walls could interfere or weaken the signal; open spaces and low interference can increase signal strength. Controllers will transmit to the nearest Portal Gateway; however, if for some un-foreseen event, the nearest Portal Gateway goes down; the controllers are able to report to another Portal Gateway in the nearby area, providing redundancy in the system.Figure 4 shows a typical site conﬁguration. The Host (A) is located in Building 1. The Building 1 Portal Gateway (B) is located near the electrical panel in the com-munications/electronics room. This Portal Gateway will collect transactions from the 12 controllers in Building 1. As you can see by the gray circle representing the Portal’s range, it also extends to the entrance of Building 2 and the Parking Ga-rage. This provides redundant coverage of those areas should either of the other Portals go off line.

18The Building 2 Portal Gateway (C) is positioned next to the electrical panel. With 48 rooms in this three-story dorm, front and rear access doors and access to the elevator on three ﬂoors, this gateway provides coverage to 53 controllers. Its range extends to all three ﬂoors of the building, and will also cover the pedestrian access, and elevator of the Parking Garage. The Parking Garage Portal (D) is po-sitioned to cover the pedestrian door near the dorm and the stairway and elevator doors. Its range also extends to the entrance of Buildings 1 and 2.

19Figure 4 Sample site installation planBuilding 2CComm./Elect.Stair/Elevators3 Story Dorm Rooms101-148Double Occupancy96 Students200 ft102103104105106107108109101110111112113114115116Parking GarageStair/ElevatorsPortalGatewayD50 ftBuilding 1Lecture 1Admin.6 StaffLecture 2Housekeeping10 StaffBA250 ftHostPortalGatewayElectricalPanel Box150 ft

20Plotting the PlanIf you don’t already have a site plan indicating building dimensions, distances be-tween buildings, possible obstructions, parking segment, and other gated access points, contact your facilities maintenance or project engineer. If none are avail-able, you will need to visit the site, take measurements and draw up a plan of your own. Device IdentiﬁcationEach device in the system will have its own unique identity. It will be important for you to document that identity, along with capacities and locations, and to give each device a common name such as “Parking Garage” or “Admin 1”. At a mini-mum, you must record the Media Access Control number (MAC address) for each device. This 12-digit number is assigned by the manufacturer of a network device so that it can be recognized as a unique member of a network. Note The MAC address is most commonly shown on the back of or inside the device, so it’s important to record this number before you install the device. When you move on to conﬁgure the Host computer, it is essential to have a list identifying each controller lock and Portal Gateway recognized by the system. We recommend creating a temporary label for each device that includes the MAC address, device name, location, capacity, and type of antenna so that installers on the site will have a reference for installing the correct device in a location.RedundancyIn our sample plan, approximate Portal Gateway ranges are indicated by shaded circles. As you can see, these circles overlap, creating a degree of redundancy in the system. It is perfectly acceptable, in fact, desirable to create range redun-dancy in your plan. This will provide additional coverage should a Portal Gateway go off line, intentionally or otherwise. If the controllers ﬁnd that the nearest Portal Gateway is down, they will “search” for the nearest Portal Gateway.InterferenceWi-Q and Omnilock Technology transfers information between devices in the form of data packets over the 2.4 GHz ISM band. This band frequency is very heavily used in many devices such as wireless computer networks (802.11 b and g) and cordless phones, which increases the risk of lost packets, that is, packets that do not make it from a controller to a Portal Gateway because of interference. Interference can also reduce controller battery life due to the constant re-broad-casting of packets and lost connections to the Portals.

21To achieve maximum efﬁciency in AMS, this frequency range must be managed effectively. Therefore, the installer must know the positions and channels of all the 2.4 GHz wireless devices in the segment and ensure channels are assigned to each device so that there is minimum frequency overlap with adjacent or nearby devices.Extended RangeIt is likely that you will have locations in your segment separated by distances greater than 300 feet. You may want to consider adding a Portal Gateway with a directional antenna to increase the transmit range.Note Actual distances will vary based on building construction.Position Portal Gateways (Task 2)Once all door hardware and controllers have been installed, you are ready to de-termine the ﬁnal placement of Portal Gateways using the results from the Wi-Q Technology Site Survey Kit. The Site Survey Kit helps you determine the number and optimum location of Portal Gateways and verify signal strength before permanently installing the hardware. It is important to perform the Site Survey process as many times as needed to determine the optimal position.Note You will need to test signal strength at all door locations near the perimeter of the coverage area as well as any location where a physical obstruction may cause interference.Antenna typesWi-Q and Omnilock Technology provide two antenna types: Omni-directional, designed to provide coverage in all directions; and Directional antennas that focus the signal from point-to-point over longer distances and through obstacles. If you have trouble verifying signals, you may need to consider some antenna type op-tions. Figure 5 shows two available antenna types.

22Figure 5 Selecting the antenna type that best suits your needs.Power SupplyPortal Gateways must be located where they can receive 12 VDC power from a transformer plugged into a dedicated power source. If this is not possible, ensure they are plugged in to a 24/7 power circuit that cannot be turned off at a switch, such as a light switch that might be turned off by a cleaning crew.To make your ﬁnal determination, you must also consider the following: Access to Ethernet 10/100 Base T network connection. Proximity to other I/O device(s) if used. Placement within range of controllers.Note Actual distances will vary based on building construction.

23TroubleshootingIf you have problems establishing communication using the Wi-Q Technology Site Survey Tool, refer to the following troubleshooting guide:Next stepsWhen you are satisﬁed with signal performance, you can proceed to conﬁgure Portal Gateways using Wi-Q AMS.If... ThenThe green light on the power supply does not turn on...Firmly press the power cord into the outlet on the outside of the case. Conﬁrm that the other end of the power cord is plugged into a working electrical outlet.The power supply is on, but the green light on the Portal Gateway does not turn on.Ensure the power cord is ﬁrmly connected to the bottom of the Portal Gateway.The Stanley Site Survey application freezes after clicking Connect.Close the application and reconnect the Host PC to the Stan-ley survey wireless network.The Stanley Survey network is not listed in the Wireless Network Connection window.Conﬁrm that the green light on the power supply is on. En-sure the power cord is ﬁrmly connected to the bottom of the wireless router (under the foam).The Stanley Site Survey application is not receiving a signal from a beacon.Ensure the beacon is powered up. Move the beacon closer to the Stanley Site Survey kit.When connecting the battery wires, the beacon does not power up (the blue LED on the circuit board remains off and no conﬁrmation tone sounds).Disconnect the battery pack wires, wait 10 seconds, and reconnect. If this does not work, replace the battery pack.The Stanley Site Survey application is not receiving signals from any beacons.Ensure the Ethernet cord is connected to the wireless router (under the foam). If this does not work, you might need to change the advanced setup options for the application with the assistance of your Stanley Security Solutions represen-tative.

24Install Portal Gateways (Task 8)The most common installation site is inside an existing protected area such as a locked room or other secure enclosure, or above ceiling level. If you are installing inside a dealer-supplied locked enclosure, refer to the instructions provided with that equipment. Figure 6 shows a Portal Gateway positioned in a protected area.Figure 6 Installing a Portal Gateway in a protected area.Connecting the Portal Gateway and Verifying OperationOnce the Portal Gateway is installed, connect and verify operation:1 Connect the power supply to the Portal Gateway and plug the transformer into a dedicated AC power supply (wall outlet). The Power Indicator light should come on. See Figure 7.Approx. 5 ft. 6-in. high(eye level)PortalGateway

252 Insert the Ethernet cable into the Ethernet connection on the bottom of the Portal Gateway. The Link Indicator light should come on. After about 30 sec-onds, the yellow activity indicator light will ﬂash under normal operation.Figure 7 Connecting the Portal Gateway to Power and Ethernet Connections.Note If no protected area is available, consider positioning the Portal Gateway inside a locked enclosure designed for that purpose. Contact your dealer for more information.Installing a Wireless Access ControllerThe Wi-Q Technology Wireless Access Controller (WAC) provides an optional, cost effective way to retroﬁt an existing hard-wired application, or where the in-stalled controller my be obsolete or unable to handle additional controller inputs. It supports Wiegand-compatible keypad Controllers and is conﬁgured and moni-tored in Wi-Q AMS the same as a standard controller. Note Please check with your Stanley representative for a list of compatible controllers.Using the Wireless Access Controller (Figure 8), you can add controllers or other I/O devices to an overall wireless solution without the high cost of installing hard-wire such as RS485 or CAT5 to the controller. You can position the controller at the door or where suitable above the ceiling tile.Activity IndicatorEthernetConnectionPowerPortLink Indicator Power Indicator

26Figure 8 Wireless Access Controller.InstallationSpeciﬁc installation methods are dependent on the device type and conﬁguration of the system; therefore, the WAC should be installed by a trained technician us-ing the instructions provided with the controller. WARNING: Wireless Access Controllers are intended for use in indoor or pro-tected area. For other applications, such as outdoor use, contact the factory for the appropriate NEMA enclosure. Changes or modiﬁcations not expressly ap-proved by Stanley Security Solutions could void the user’s authority to operate the equipment.Wireless Access Control WiringThe Wireless Access Controller (WAC) can be installed with its own 12 VDC power supply or slaved to the existing installation. Figure 9 is a wiring diagram illustrating both conﬁgurations.

27Figure 9 Connecting devices to a WACOnce the WAC is installed and all points connected, it will be recognized by Wi-Q AMS as a ‘Controller’ in the system. For more information about conﬁguring the WAC in the software, see “I/O” on page 116.Weigandoutputreader12 VDCStrike PowerSupplyby othersSTRIKE NC (Relay 1)STRIKE COM (Relay 1)STRIKE NO (Relay 1)SHUNT NC (Relay 2)SHUNT COM (Relay 2)SHUNT NC (Relay 2)KEY (I/O)GNDRQE (I/O)DSM (I/O)GNDDLS (I/O)WIEGAND 0 (I/O)GNDWIEGAND 1 (I/O)REDGNDGRNANTDO NOT USEGND3.3V (10mA MAX)DO NOT USE– DC 9-24V+ DC 9-24V– DC 9-24V+ DC 9-24V+12 VDCConnectas requiredGND(–)(+)(+ Power)(+ Power)Electriclock

28Install Door Hardware (Task 9)This section provides general instructions for installing your controllers. Complete instructions for installing locks are packaged with the hardware. You will also ﬁnd instructions for Stanley Wi-Q Technology Best 45HQ mortise locks, Best 9KQ Cylindrical Locks, Best EXQ Trim, Omnilock 45KOM mortise locks, and Omnilock 9KOM cylindrical locks as Appendices to this manual. Before You BeginBefore you begin, take a few moments to review the following consider-ations: Record device MAC address before installing device. You will need this when conﬁguring the controller in the software. Wi-Q and Omnilock Technology locks will work from -31°F to 151°F. Note Extreme heat will cause a reduction in wireless signal strength and can cause a loss of connectivity while the heat remains.Note Alkaline batteries cease to operate if they reach a temperature of -20°F. Wi-Q and Omnilock Controllers are designed for use on 1-3/4-inch doors. If you need to install on non-standard doors, contact Stanley Customer Service for more information. Lockset instructions are given for right-hand doors (as determined from outside the door). If you are installing a left-hand door, see the instructions provided with your lockset for hand change instructions. If you are installing locksets on unprepared (un-drilled) doors, use the template provided with your speciﬁc lockset.Please refer to the Appendices or the instructions provided with your particular lock to complete these steps. Once this is done, check controller operation as described in the following paragraphs.

29Check Controller OperationVerify controller operation using the steps appropriate for your controller type (Magnetic Card or keypad). If the system does not operate properly, see Trouble-shooting, at the end of the section.Magnetic Card CheckIf your system has a magnetic card controller (mag card), default Programmer ID cards are supplied with the software. You will need these cards when you are ready to sign on the controllers.To perform a magnetic stripe card veriﬁcation:1 Determine if the magnetic card type is Track 2 or Track 3.2 Select the default Programmer ID card that matches the type for your magnetic card controller.3 Insert and remove the magnetic card. The magnetic stripe on the card should be aligned with the ‘V’ mark by the card slot. The lights on the top of the Con-troller will ﬂash green once and unlock, then during the open delay time, it will ﬂash green ﬁve times. Once this occurs, the card controller light will ﬂash red and lock.4 While unlocked, check for proper lock operation.Keypad CheckIf your Controller is a keypad type, perform the following steps:1 At the keypad, enter the default Programmer ID, 1234#. The green light on top of the card controller will ﬂash once and the lock will unlock, then during the open delay time, it will ﬂash green ﬁve times. Once this occurs, the controller red light will ﬂash and the lock will relock.2 While unlocked, check for proper lock operation.

30Troubleshooting mortise and cylindrical locksIf the mechanism doesn’t unlock, refer to the following table:Troubleshooting EXQ Exit Hardware trimIf the mechanism doesn’t unlock, refer to the following table:For additional troubleshooting instructions, see the Service Manual for the hard-ware.Once you have installed and tested your Controllers, you are ready to sign them on in your system. To do this, Wi-Q AMS software must be installed on your Host computer. At a minimum, you will need to create your Segment and add your Portal Gateways to the Segment Tree before you can sign on the Controllers. See “Add and Conﬁgure Portal Gateways (Task 7)” on page 67. Once that is done you can return to the site and sign on the controllers. See “Sign on and Conﬁgure Controllers (Task 10)” on page 84. Verify Signal Strength, Voltage and Packet RadioLEDs 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.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 lockorPerform a door reset to restore to the fac-tory default settings (the lock may already be associated (programmed).Green ﬂashes —Check the motor connection.Alternating red and green ﬂashes—Check the motor connection.— — Check the battery connection.

31If you used the Wi-Q Technology Site Survey Kit, you have already veriﬁed basic con-troller signal strength. Once the controllers are signed on, you can use the Statistics Monitor application to further measure controller performance, including controller voltage (battery level), and the packet ratio (the number of packets received vs the number of packets sent) of the controller. For more information about the Statistics Monitor application, see “Statistics Monitor” on page 191.

32Stanley Wi-Q AMS provides powerful suites of tools to manage your system: Con-ﬁgurator, Transactions and Statistics Monitor. View reports from all applications using Reports, and perform archivals and imports using Administrator.Once the software is installed, you will ﬁnd the Conﬁgurator shortcut on your desktop. You can access all applications from the Conﬁgurator main menu. You can also access these applications from the Windows Start Menu.The following setup tasks are covered in this section:Task 3 — Prepare your ComputerTask 4 — Gather and Organize Segment Data Task 5 — Install Wi-Q AMS Software3 Software Installation

33Prepare Your Computer (Task 3)To prepare your computer for the installation of the Wi-Q AMS software, you must ensure that your system is equipped with an appropriate operating system, data-base and server and conﬁgure your Windows Firewall Ports.Recommended System LimitsIt is important to ensure your Host computer or computers are adequate to handle the system. The following table lists the recommended system limits for running Wi-Q AMS.Hardware conﬁgurationParameterConﬁg 1 Conﬁg 2* Conﬁg 3* Conﬁg 4*CPU Speed 1 cores @ 3GHz 2 cores @ 3GHz 4 cores @ 3GHz 8 cores @ 3GHz x 2 machines (SQL server & communication server)RAM 1 GB 4 GB 4 GB 8 GBHard Disk 40 GB 40 GB 40 GB 100 GBOS Windows XP, Windows 7 Professional, or Windows 7 UltimateWindows 7 Ultimate 64 bitServer 2003 32 bit, Server 2008 32 bit, or Server 2008 64 bitServer 2008 x64SQL Version 2005 Express or newer2008 Standard 2008 Standard 2008 StandardPortal Gateways 50 100 250 1000Devices 300 1000 3000 10000Users 1000 5000 10000 50000Segments 1 1 1 1Ethernet 1000 Base T 1000 Base T 1000 Base T 1000 Base T* — requires tuning of system parameters during installation by Stanley Security Solutions Technical Support

34Conﬁgure Windows Firewall PortsSeveral ports must be enabled in your Windows ﬁrewall settings to allow proper communication with AMS. The following ports must be enabled: Port 23 Port 80 Port 1433 Port 1434 Port 8000 Port 11000 Port 5353If your ﬁrewall is disabled, then all ports are open by default. If the ﬁrewall is on, perform the following steps in order to add the required ports listed above:

35Note The screenshots below reﬂect a Windows 2007 operating system. Navigating through the ﬁrewall settings in other editions of Windows will be slightly different.1 Navigate to your Windows Firewall settings from your PC’s control panel. See Figure 10. Then, click on Advanced settings.Figure 10 Windows FirewallNavigate to Windows FirewallClick on Advanced settings

362 Select Inbound Rules.Figure 11 Inbound RulesSelect Inbound Rules

373 Right click on Inbound Rules to open an option menu. Select New Rule from the menu.Figure 12 New RuleSelect New Rule

384 In the New Inbound Rule Wizard window, select Port. Click Next to continue.Figure 13 Create Port RuleSelect PortClick Next

395 Enter the following ports into the “Speciﬁc local posts” ﬁeld: 23, 80, 1443, 1434, 8000, 11000, 5353. Then, click Next to continue.Figure 14 Enter PortsEnter ports: 23, 80, 1443, 1434, 8000, 11000, 5353Click Next

406 Select Allow the connection. Click Next to continue. See Figure 15.Figure 15 Allow the ConnectionSelect Allow the connectionClick Next

417 De-select the Public option. Click Next.Figure 16 De-select PublicDe-Select Public Click Next

428 Give the new rule a name that can be easily identiﬁed by an administrator. Once ﬁnished, click Finish. See Figure 17.Figure 17 Name the RuleName the RuleClick Finish

439 The new rule now appears in the list. The Firewall Settings module may now be closed. See Figure 18.Figure 18 Inbound Rules ListGather and Organize Segment Data (Task 4)As the technical team works on planning and installing hardware using the Site Plan, a program administrator or other person responsible for the software side of program setup should be making plans to populate and conﬁgure Wi-Q AMS. Device InformationYou will need the MAC numbers, device names, capacities, and physical locations of all Portal Gateways so that you can easily identify them and assign them to the correct location within the AMS Segment Tree. Ensure your site technical team will provide you this information as they work their way through the site. New Rule shows in list Click to close

44User InformationYou will also need to gather the names of users, deﬁne their access requirements, organize user and timezone groups, and decide how you will use other features conﬁgurable within AMS. It will be helpful to create a table listing what you know about each user. Start-ing with a list of names, think about building a table that deﬁnes basic information about each user; such as, User Type, User Group, Shift, and so on. Following is a very simple example: What User Groups will help you manage security? Do you have shift workers who are allowed on site only during certain days or hours? Will there be areas off lim-its to certain groups? Do some users need extra time to pass through a door, such as to accommodate a food cart or wheel chair? Start thinking about these ele-ments and begin organizing the data as soon as possible so you’ll be ready when your equipment and software are ready. It is a good idea to use a spreadsheet software such as Microsoft® Excel® for this purpose. That way you can sort the data to help you plan your segment. Importing DataDo you have an existing database that already contains much of the information you need? It is likely you can modify a version and import it into AMS using the program’s System Administrator feature. If you have a large organization, this will save you time and reduce data entry error. See “Importing Data from a Legacy OFM Database” on page 170. Last User TypeAlverez Bennet FredFord AldoManager General General Bldg.A A B User GroupAdmin Lecture Service TimezoneDefaultDefaultService 1 FirstAlicia ShuntDefault30 sec.30 sec.

45Install Software (Task 5)The AMS software is installed in three steps: Install the Database Server compo-nent, Install Wi-Q AMS Web Services, Install Applications.Note The installation may detect missing prerequisites during the installation process. Have your original Microsoft Windows installation disks ready for use if prompted (Conﬁguration #5 – Server PC (Pro and Enterprise Region Systems). In addition, be prepared to address the following conditions during the setup:Beginning Installation1 If you have not already done so, download the Wi-Q AMS Software from the Stanley Technical Support websiteorInsert the software disc into your machine’s disc reader.Note If you have downloaded the installation ﬁles to your machine, it is recommended that you save the folder directly on your local hard drive to keep the path to the ﬁles as short as possible.2 Click on the .exe ﬁle that contains “Bootstrap” (Example: WiQBootstrap.exe).3 Wi-Q AMS Setup checks your workstation for any missing prerequisites, such as Microsoft.NET Framework. If the following dialog box opens, click Next. If not, proceed to Step 4. If... ThenIf you plan to use a secure socket layer (SSL) connection (connecting via the internet) You plan to use a basic authentication You plan to use certificate mapping A client certificate file must be generated. See your Network Administrator. A local administrator user account, login, and password must be generated for the system to log into. (Instructions are presented in Portal Gateway Setup, Setup tab, Host Access Settings.)A valid certificate must be obtained from a certificate authority for IIS. See your Network Administrator.

46Figure 19 Installation Bootstrapa The Microsoft .NET Framework Setup wizard welcome screen opens. Click Next to continue.b Read the End-User License Agreement. To continue with the installation, click the checkbox at the bottom. Then click Install. The installation may take a few minutes.c When the installation is complete, click Finish.Note It is recommended that you reboot your machine after any missing prerequisites are installed before continuing on with the installation.d After rebooting your machine, click the “Bootstrap” .exe ﬁle again.4 The AMS Setup Main page opens, Figure 20. It is important to perform the steps in the sequence presented.Note You may wish to install the services and database on one machine (such as the Host) and the AMS Applications only at other machines. This can be done by selecting the appropriate application from the System Setup windows.Note The screen shots in this User Guide are from a Stanley Wi-Q AMS system.

47Figure 20 AMS Setup

48Step 11 Click the AMS Database Server link. If a similar dialog box opens with a link to install Prerequisites, click the link. Figure 21 Database Server Prerequisites2 You may be prompted to install a number of prerequisites, including Microsoft Windows Installer and Windows PowerShell. To install the latest versions of these prerequisites, it is recommended that you click the website links provided and download directly from the Microsoft website. Once you’ve downloaded the setup ﬁles, follow the installation prompts provided.Note It is recommended that you reboot your machine after any missing prerequisites are installed before continuing on with the installation.

493 Once all the prerequisites have been installed, click the link on the main setup screen to install the AMS Database Server.4 The Database Server System Deﬁnition dialog box opens. Choose whether to install the server on a local machine or within an existing SQL Server instance. If you choose to install on a local machine, decide whether to use the default password or deﬁne a new password. If you choose to install within an existing server, enter the instance name and associated user name and password. Then click Finish.Figure 22 Database Server System Deﬁnition5 The SQL Database Server will install now. This may take several minutes.

506 When the server is successfully installed, you will see “Installed” next to Step 1. As you work through the process, steps that have been completed or don’t need attention will no longer have clickable links.Figure 23 AMS Database Server Successfully Installed

51Step 21 On the Setup main page, click the AMS Services link. 2 If a similar dialog box opens with a link to install Prerequisites, click the link. See Figure 24. Figure 24 Install Prerequisitesa You may be prompted to install Apple® Bonjour®. Bonjour networking tech-nology is used by the Portal Conﬁguration Tool to locate and list all Portal Gateways on the network. Click the link to begin installing Bonjour.b The Bonjour Print Services window opens. Click Next to continue.

52Figure 25 Bonjour Print Services Installerc Read the License Agreement. To continue with the installation, click on “I accept the terms in the license agreement,” then press Next.Figure 26 Bonjour Print Services License Agreement

53d Read the information about Bonjour Print Services. Then press Next.Figure 27 Bonjour Print Services Information

54e In the Installation Options section, decide whether or not to create a desk-top shortcut and/or schedule automatic updates for Bonjour. Choose your destination folder and then select Install.Figure 28 Bonjour Installation Options

55f Once the Bonjour Print Services Installation is complete, press Finish.Figure 29 Bonjour Print Services Installation Complete3 Click on AMS Services to install the Wi-Q/Omnilock Windows Service and cre-ate a database.4 Click Next to continue past the Welcome page. 5 On the Database Server dialog box, browse to your database server and select your connection method. In the Connect Using section, choose your connection method. If you choose Server authentication, provide the Login ID and Pass-word for the server. See Figure 30

56Figure 30 InstallShield Wizard Database Server6 In the Setup Type dialog box (Figure 31), select a Complete or Custom install. Selecting Complete will run installations for the Database, Communication Service, Portal Conﬁg App and Wi-Q/Omnilock Service. Selecting Custom will allow you to choose which components to install. Once you’ve made your selection, press Next to continue.

57Figure 31 Setup TypeFigure 32 shows the installation components available in a Custom Setup.Figure 32 Custom Setup

58Clicking on the icons to the left of each component will bring up installation options. If you decide on a Custom Setup, you must select an installation option for each component. Then click Next to continue.7 The wizard is now ready to begin installation. Click Install.8 Once the installation is complete, click Finish.Step 31 On the Setup main page, click the AMS Applications link. Figure 33 Install AMS Applications2 On the InstallShield Wizard Welcome screen, click Next to continue.

593 On the Destination Folder screen, click Change if you would like to change the install folder location and browse to the desired location. Then, click Next.Figure 34 Destination Folder4 In the Setup Type dialog box, select a Complete or Custom install. Selecting Complete will run installations for the Conﬁgurator, Transactions, Administra-tor, Status Monitor and Reports applications. Selecting Custom will allow you to choose which components to install. Once you’ve made your selection, press Next to continue.

60Figure 35 shows the installation components available in a Custom Setup.Figure 35 Custom SetupClicking on the icons to the left of each component will bring up installation options. If you decide on a Custom Setup, you must select an installation option for each component. Then click Next to continue.5 The wizard is now ready to begin installation. Click Install.6 Once the installation is complete, click Finish.

61The installation of all three components is now complete.Figure 36 Successful System SetupClick Exit on the Setup window. Wi-Q AMS will be accessible through your Start Menu.Note It is recommended that you reboot your machine after installation is complete. If you chose a non-standard database server location in Step 1, you must reboot your machine now.

624 Conﬁguring Segments, Portal Gateways and ControllersThis chapter contains detailed steps to perform the following tasks: Task 6: Create your Segment Task 7: Add and Conﬁgure Portal Gateways Task 10: Sign on and Conﬁgure ControllersAfter segment creation, this chapter discusses Portal Gateway and Controller conﬁguration. However, it is perfectly acceptable to add Users, User Groups and any special Timezones you will need before conﬁguring Portals and Control-lers. An advantage to adding Users and User Groups before you add Portals and Controllers is that they will be available as you conﬁgure each new Portal and Controller in the system. You can also add Portals, Controllers, users and user groups as you go, building the system in any way that makes it efﬁcient with the data that you have available.Note The terms “Controller” and “Reader” are used synonymously throughout this chapter.

63Create Your Segment (Task 6)It is important to give some thought to how you will go about conﬁguring a seg-ment in AMS. If you have not already done so, it may be helpful to review the Getting Started Guide.Logging in to ConﬁguratorTo get started, open your Conﬁgurator module. You can access it via the icon on your desktop or from the Windows Start Menu (Programs>Stanley Security Solu-tions).The Wi-Q AMS splash screen appears brieﬂy, then the Login dialog box opens. Selecting the Database ConnectionWhen you start up AMS, the system defaults to the database installed on the Host computer. If for some reason your database resides on a computer other than the one running AMS, you must select the database before you login.To select a database on a different computer1 From the File menu, select Select database connection from the drop-down list. Figure 37 Select Database ConnectionThe Database Connection dialog box opens. See Figure 38.Figure 38 Database Connection WindowClick on Select Database Connection

642 In the Server ﬁeld, select the server location from the drop-down list.3 Under Connect Using, select either Windows authentication or SQL Server authentication. If you select SQL Server, enter the login name and password for that server.4 Click Test Connection.5 Click Finish. You are ready to login to AMS using your desired database. Login InformationWhen you enter the system for the ﬁrst time, the default, case-sensitive, User Name and Password are:Login: AdminPassword: Admin1 Enter the Login Name and Password. 2 Select Login. You are ready to start setting up your new segment.

65When you select Login, the Deﬁne a New Segment dialog box opens. Deﬁne a New Segment1 In the Segment Name box, enter a unique name for your segment.Figure 39 Deﬁne a New Segment2 Select Finish. The Conﬁgurator dialog box opens on the Segment Tab. The new segment name appears in the Selected Segment box and AMS assigns it a unique Segment ID.Figure 40 Identifying the Segment name and IDNote Once you have successfully logged in, it is recommended that you change the default User Name and Password to ensure system security.Segment nameSegment ID

66To change the Password1 At the top left corner of the Conﬁgurator dialog box, select File>Change Pass-word. The Set Password of User dialog box opens.Figure 41 Set Password of User2 Enter the new password3 Retype the new password.4 Select Finish.WARNING: Be sure to keep a record of your new password in a locked safe that is available to your senior management team!

67Add and Conﬁgure Portal Gateways (Task 7)Portal Gateways can now be added and conﬁgured within the software. Portals are conﬁgured from the factory with an IP address of 192.168.1.200. When conﬁg-uring a Portal Gateway, it is best to connect directly to the Portal before placing it on the network. This removes the possibility of duplicate IP addresses on the network.You can change the IP address of your Portals with the Portal Conﬁguration Mod-ule.Note All Portal Gateway IP address must be unique across the entire system.Conﬁguring a Portal Gateway with the Portal Conﬁguration ModulePerform the following steps to change your Portal Gateway’s IP address.1 Connect the Portal Gateway to the Host either over the network or directly via crossover Ethernet cable (recommended). For more information on connecting a Portal Gateway, see “Connecting the Portal Gateway and Verifying Opera-tion” on page 24.2 Open the Portal Conﬁguration module (Start Menu>Stanley Security Solutions>Stanley Wi-Q AMS Tools).3 Portals available on the network will automatically be listed in the Portal Con-ﬁguration module.Figure 42 Portal Gateways Available on the Network

684 Select a portal from the list.5 At this point, you may change the IP address from the factory setting to one from the range you’ve created. Click on Update IP Conﬁguration to update the selected portal. 6 Select IPv4 and/or IPv6 and enter the IP address.7 You may need to adjust the SubNet Mask/Network Destination and Gateway to match your network. Consult your network administrator for details.8 If you wish to generate a SSL certiﬁcate for a more secure connection, click on the SSL Enabled checkbox, then click OK. Note If you enable SSL, you must create a certiﬁcate and load the certiﬁcate into your system.Figure 43 Update IP Conﬁguration

69Portal Conﬁguration Features and FunctionsReview this section for additional information regarding the Portal Conﬁguration window. See Figure 44.Figure 44 Portal Conﬁguration Window1 Portals on the Network grid Provides a list of Portal Gateways on the network. It shows the status of the last operation performed, the portal network name, a hyperlink that opens the corresponding status page, portal MAC address and portal IP conﬁguration data.2 Retrieve IP Conﬁguration Scan When checked, attempts to retrieve the current IP Conﬁguration for the corresponding portal. This requires direct communication with the portal con-ﬁguration service, which only runs for one hour after a reboot. If the service is not running, the IP Conﬁguration data will return unknown data.3 Update IP Conﬁguration Updates the IP Conﬁguration of the selected portal. This requires direct communication with the portal conﬁguration service. The “New Portal IP Con-ﬁguration” ﬁelds are used for the new IP Conﬁguration data.4 Manual Connection When checked, allows a portal to be conﬁgured by IP address. Some net-

70works do not allow port 5353 to be open, which is required by the application when scanning for portals. This allows manual connection to the portal so the portal can be conﬁgured. You must click on Update IP Conﬁguration after selecting this box.5 Keep Connection Alive Checkbox Allows the connection with the portal to continue, otherwise a reboot will oc-cur after the action selected.6 Generate Portal Certiﬁcates Generates a portal certiﬁcate that is sent to the portal and stored to the ﬁle system. Enable this box when data encryption is required. Multiple portals can be selected when generating certiﬁcates.7 Export Portal IP Conﬁguration Exports the portal IP conﬁguration for the selected portals.Set Default Conﬁguration Clear Transactions When checked, allows you to clear all transactions from portals you select in the list above. This may be selected in combination with the Set Back to Factory Default checkbox. .Set Back to Factory Default When checked, allows you to set change the IP address(es) of the portal(s) you select in the list above back to factory default (192.168.1.200). This may be select-ed in combination with the Clear Transactions checkbox.

71Once you’ve conﬁgured your Portal Gateways with the Portal Conﬁguration mod-ule, you can add them into your Wi-Q AMS Software.Adding Portal Gateways to AMSPortals can be added to your system in two ways: Adding — normally use this method if the number of Portal Gateways is man-ageable. This is a manual method that requires manual entry of the IP address of each Portal Gateway. Bulk Importing — normally use this method for large systems. This is done through the System Administrator application through the ‘Import Portals’ selection.

72Adding Portal Gateways One at a TimeRefer to Figure 45.1 In the Conﬁgurator application, click the Portals Tab.2 Click Add and the Conﬁgure New Portal Gateway screen opens.3 In the Workstation ﬁeld, select the location of your server.4 Enter the name and description of the Portal Gateway. Note Normally name Portal Gateways by their location. For large systems, work out a naming scheme that makes it easy to locate the Portal Gateway in your segment.5 Enter the IP address of the Portal Gateway. You will need to get IP addresses from your network administrator.6 Enter the port.Figure 45 Conﬁgure New Portal Gateway screen7 Click the ellipsis button next to the Channels ﬁeld and select at least two chan-nels that the Portal Gateway will use to communicate. Check with your network administrator to make sure the channels are available.

738 Click the ellipsis button next to the Update Interval ﬁeld. Here you can set how often the system will update the Portal Gateway with changes you’ve made to users, readers, timezones, and other functional changes to the database.9 Click the ellipsis button next to the Transactions ﬁeld to select which, if any, Portal Gateway transactions you want to enable and which you want to make a ‘priority.’ Priority transactions will be uploaded immediately rather than waiting for the next ‘update interval’ that was set in the ﬁeld above. Two transactions are available: Portal Firmware Update Portal Radio Start FailedIf you click on Select All, a dialog box window will ask you to conﬁrm your choice and it will also ask if you would like to enable priorities as well.10 If you generated SSL certiﬁcates within the Portal Conﬁguration module, you may browse to your Portal Gateway’s certiﬁcate by clicking on the ellipsis button next to the SSL Certiﬁcate ﬁeld. The Certiﬁcate can be found in your Program Files at the path shown below (Figure 46). The ﬁle is located within a folder named for the Portal Gateway’s IP address. Select the ﬁle with the .pfx extension, and click Open.Figure 46 Path to Certiﬁcate File11 Click Finish.The Portal(s) you have added will now be visible in the Segment Tree. See “View-ing the Segment Tree” on page 79. You can check the operational status of your Portal(s) by clicking on the top folder within your Segment Tree.

74Portal Gateway Operational StatusWhen you are on the Portals tab within the Conﬁgurator module, you can click on the top folder within your Segment Tree, and the right side of the screen will change to a list of Portals in your system. The icon next to each Portal will give you the Portal’s operational status. Five different status icons are present in the system for Portal Gateways:If your Portal Gateways have blue down arrow icons, restart your Communica-tion Server. See “Restarting your Communication Server”. After you restart your Communication Server, your Portal Gateway status icons should change to green circles, indicating that the devices are online. See Figure 47.Figure 47 Portal Gateway with Green Circle IconIcon Name DescriptionQuestion Mark Device is loading.Green Circle Device is online.Red X Device is ofﬂine.Blue Down Arrow Portal Gateway or Controller is not assigned to a workstation or the workstation is not running.Out-of-Date Firmware Incompatible or Out-of-Date Firmware, all features may not be supported

75Restarting your Communication ServerIf you need to restart your Communication Server, navigate to your system’s Ser-vices via Administration Tools. See Figure 48.Figure 48 Navigate to ServicesNext, locate “Stanley Wi-Q Communication Service” in the list of services. Right-click on the line and select Restart.Navigate to Administrative ToolsClick to Open Services

76Importing Portal Gateways in BulkBefore you can import Portal Gateways in bulk, you must generate an XML bulk import ﬁle using the Portal Conﬁguration module.Generating an XML Bulk Import FileThe XML ﬁle you will generate documents and cross-references Portal Gateways’ Mac addresses and IP addresses. Perform the following steps inside the Portal Conﬁguration module.1 Click on Scan to generate a list of Portals in your system.2 Select all the Portals you wish to add to your AMS software. 3 Click on Export Portal IP Conﬁgurations (see Figure 44).4 Choose a location to save your XML ﬁle, and click Save. Figure 49 shows a sample XML ﬁle.Figure 49 Sample XML ﬁleOnce you have generated your XML bulk import ﬁle, perform the following steps.1 Start the System Administrator module (Applications dropdown menu inside Conﬁgurator).2 Click the Import Portals link from the Import pane. See Figure 50.

77Figure 50 System Administrator Portal Gateway Import3 The Import Portal Gateways dialog displays.4 Click the ellipsis button and locate the bulk import XML ﬁle.5 Click Open.Figure 51 Import Portal Gateways6 Click Import.Note The Portals are imported (or updated) and a results box details the import. The MAC addresses should automatically show up in Portal Gateways’ properties.Click the ImportPortals Link

78Importing Portal SSL Certiﬁcates If you previously generated SSL certiﬁcates for your Portal Gateways, you may import them now. Perform the following steps.1 From the System Administrator application, click the ‘Portal Certiﬁcates’ link under the Import pane. See Figure 52.Figure 52 System Administrator Portal Certiﬁcates link2 Choose the Portal Gateway that you want to import an SSL certiﬁcate to and click the ellipsis button next to it. Then ﬁnd the certiﬁcate ﬁle (see Figure 46) and click Open. 3 When ﬁnished with importing all the Portal Gateway SSL certiﬁcates, click Fin-ish.The Portals you have added will now be visible in the Segment Tree. See “View-ing the Segment Tree”. You may now check the operational status of your Portal Gateways. See “Portal Gateway Operational Status” on page 74.Click the PortalCertificates Link

79Viewing the Segment TreeThe Segment Tree is a visual representation of the locations and associations of the Portal Gateways, associated Controllers and I/O devices in your segment. As you conﬁgure your Portal Gateways, sign on Controllers and conﬁgure additional hardware in your system, you can drag them to the folders and subfolders you create in the Segment Tree. Figure 53 shows an example Portal Gateway in the Segment Tree.Figure 53 Portal Gateway visible in Segment TreeTo view the Segment Tree1 In the Segment tab, select the segment you wish to work with.2 Click on the Portals tab. The Segment Tree pane displays on the left, and a list of all prepared devices displays on the right. The ﬁrst item in the Segment Tree is the folder for the selected segment, in this case, Acme University.The Segment Tree is also viewable from within the Readers tab. See “Adding Con-trollers to the Segment Tree” on page 89. Organizing your Segment TreeYou can organize your Segment Tree by Portals and Controllers, or by building locations, or by any other method you prefer. Remember, the Segment Tree is pro-vided as a visual aid and does not affect the actual hardware or communication to the devices. The ﬁrst level below the Segment level in the tree might contain, for example, folders for Portals and Controllers, or folders for building locations. You can create sub-items in each folder as needed, for example: First Floor, Second Floor, ofﬁces, laboratories, and so on. There is no speciﬁc protocol for creating the hierarchy; only that it makes sense to your operation so that when you add other elements to Portal Gateway in Segment Tree

80the system, you can easily locate the Controllers to be assigned. Once you create Segment folders of your own, you can move your Portals to the appropriate fold-ers.Note To delete a folder, you must already have moved any devices in that folder to a different location.To create a new segment item folder1 Right click on the parent folder and select New Path from the drop down list. The New Reader Path dialog box opens.Figure 54 Deﬁning a New Reader Path2 Select New Path Name and enter the name.3 Select Finish. The new path folder is added to the Segment Tree. Repeat the process to create the folders needed to deﬁne your Segment Tree. Figure 55 shows a Segment Tree with several added folders and sub-folders.Select New Path Name and enter a name

81Figure 55 Folders and Sub-Folders in the Segment TreeMoving Portal Gateways within the Segment TreeOnce you have created the Segment Tree with folders and sub-folders, you can move Portal Gateways into the appropriate folders.Click on the Portals tab. Select the desired Portal Gateway from within the Seg-ment Tree and drag it to the desired folder.

82Assign Portal ChannelsPortal Gateways default to All Channels; however, you can assign speciﬁc chan-nels if needed. For example, if you have conﬁgured a new wireless component to operate on channel 17, you will want to disable channel 17 in the Portal channel conﬁguration.To assign Portal channels1 Click on the Portal tab, and select the desired Portal from the Segment Tree. Click-ing on a Portal will display Portal properties on the left.Figure 56 Portal Properties2 Under the Conﬁguration category, click in the Assigned to Channels ﬁeld. The ellipsis button appears at the far right of the ﬁeld. Click the ellipsis button to open the Channel Selection window.

83Figure 57 Portal Channel Selection3 Enable or disable channels as needed (at least one channel must be selected).4 Click Finish to save your settings.

84Sign on and Conﬁgure Controllers (Task 10)Each segment created in AMS is assigned a discrete Sign On Key number. Select a segment and you will ﬁnd this number in the ID Category of the Conﬁgurator module’s Segment Tab.Figure 58 Signing on readers from the Segment tabIf your segment uses Controllers with keypads, you must enter this number at each Controller to establish connection between the Controllers and the Portals, and ultimately to a segment in the software. If you use card readers, you can create a sign-on card to use at each reader. Either way, you must sign on each Controller in the system to register them in the database and ultimately establish communication with the software.Note Readers associated with Single Door Controllers are conﬁgured, signed on, and monitored in AMS exactly like any other networked keypad Controller in the system.

85Signing on Keypad ControllersIf your segment uses keypad Controllers, use the following steps, in sequence, to register each Controller in the system. Once this is done, the readers will appear in the <New Segment Items> folder, viewable in the Readers tab Segment Tree.Note The following sequence is timed. Be sure to have your segment sign on key ready to enter at the appropriate time. 1 At a keypad Controller, press the following number sequence on the keypad: 5678# (Wi-Q) or 5678 (Omnilock and WAC). The green light will ﬂash three times.2 Within ﬁve or six seconds, begin to enter the six-digit segment sign on key number, followed by #. You will have about ﬁve seconds to enter each number. The sequence will time out if more than ﬁve seconds elapses between num-bers.3 Once the key number is completed, the reader begins to alternately ﬂash green and red to signify that it is searching for Portal Gateways in range. If the se-quence was completed successfully, three green ﬂashes indicate the Controller has accepted the sign on key.4 If you see three red ﬂashes, the Controller has not accepted the number or you have exceeded the time limit. Begin again at step two, and continue until you receive three green ﬂashes.Note Once a Controller has been signed on, all sign-on functionality is disabled unless it is deep-reset.Signing on Card ReadersIf your segment uses card readers, you may want to register one of your cards with a segment credential number. This card will be used to sign on card readers to the system. You can register a separate card and hold it speciﬁcally for this purpose, or register one that belongs to a user such as the Administrator’s card. Once this is done, you will use the card to sign on each reader in the system.

86To register a card with a segment credential1 In the Conﬁgurator’s Segment tab, select the segment to which the readers belong.2 In the ID Category, click in the Sign On Credentials ﬁeld and select the ellipsis button at the far right of the ﬁeld. The Segment Credentials Setup property sheet opens.Figure 59 Segment Credentials Setup3 Select the type of card you will use. If your card type is not listed, select Add. The Add Credential to Segment dialog box opens.Figure 60 Add Credential to Segment

874 Select the card type from the drop-down list, in this case, Magnetic Card. The Segment (Magnetic) Card Credential Number Setting dialog box opens.Figure 61 MAG Card Settings5 You can enter the card’s 16-digit credential number manually; or, you can scan the card at a local scanning wedge, or select a reader where the card will be scanned. To Scan a card locally, select Card Reader and Select Scan. You will have about 30 seconds from the time you select Scan to actually scan the card through a reader.To Scan at a reader, select Reader and select the reader from the drop-down list to scan at from the drop-down list, then select Scan. You will have about 30 seconds from the time you select Scan to actually scan the card through a reader (this option is available only if the reader has been signed on).6 Select Finish to save your settings and return to the Segment Credentials Setup dialog box, or Cancel if you decide not to create the number. The number ap-pears in the Credential Number category and the card is now registered. If you will use a Prox card, see the following additional steps to complete registra-tion.

88Completing the Credential for a Prox card1 Under the Proximity Card category, Enforce Expiration Date, select True or False, depending on your preference. If you select true, you will need to reg-ister a new card when the expiration date occurs. If False, the card will not expire.2 Under Proximity Card Type, select the type of encryption the card uses from the dropdown menu.3 Select Finish. Once this is done, you can use this card to sign on card readers.To sign on card readers1 At each card reader, scan the card you registered with the segment credential.2 Once this is done, the readers will appear in the <New Segment Items> folder, viewable in the Readers tab Segment Tree. Note Once a reader has been signed on, all sign-on functionality is disabled, that is, removed from the database. If you wish to use the reader in a different capacity, that will require a new sign on. You will need to perform a reset to restore its sign on capability.

89Adding Controllers to the Segment TreeWithin 10 to 15 seconds after you sign on a controller, it will appear in the Conﬁgu-rator <New Segment Items> folder, viewable in the Readers tab. The folder will appear in red to indicate that it has received new Controllers. See Figure 62.Figure 62 <New Segment Items>You can move new Controllers into sub-folders within the Segment Tree by drag-ging them to the desired location. When all new Controllers have been assigned to segment folders, the <New Segment Items> folder will be empty and the display color will change from red to black. You can move segment sub-folders to differ-ent locations in the tree and the Controllers within will move with them. If you expand your segment by adding new Controllers, the new Controllers will appear again in the red <New Segment Items> folder so that they can be assigned a location in the Segment Tree. When you ﬁrst conﬁgure a Controller, you will have the option to conﬁgure a new Controller or copy parameters from one that has already been conﬁgured.

90Copying Reader ParametersThe Copy Reader Parameters feature is useful when you have more than one reader that serves the same users and user groups or will be assigned a special Timezone Group. This feature is available when you ﬁrst bring a Controller from the <New Segment Items> folder to the Segment Tree, and as a right-mouse-click copy function. It makes sense then that if you are going to use this feature you will want to conﬁgure the Users and User Groups before conﬁguring the readers. See “User Groups” on page 103 and “Adding Users to the Segment” on page 121 for steps to create these parameters.Conﬁguring New ControllersWhen you create a new Controller, its name is displayed in the Reader Proper-ties section on the right, and it is automatically assigned to the Master Timezone. Users, User Groups, and Timezone Groups will be available to the Controllers only if they have already been conﬁgured. If not, you can conﬁgure the Controllers ﬁrst with default parameters and return to assign Users, User Groups and any Time-zone Groups after they are created.To conﬁgure a new Controller1 Drag your Controller out of the <New Segment Items> folder and into your desired sub-folder in the Segment Tree.2 If you are conﬁguring your ﬁrst controller, select the Controller within the tree, and the Reader Properties sheet will show on the right. If you have signed on more than one Controller into your segment, a window will open to ask if you would like to copy a conﬁguration from another reader or create a new conﬁguration. See Figure 63.If you select Copy Conﬁguration from, you can choose a reader in the drop-down list from which to copy conﬁguration settings.

91Figure 63 New Reader ConﬁgurationWhen you have made your selection, click OK. If you are copying reader prop-erties, a window will open asking if you would like to proceed. Click Yes to proceed.Field Category DeﬁnitionsThe following is a list of Reader property ﬁeld categories and their functions.Reader NameThe Reader name displays automatically. You may change it by typing over the default name.AssociationsIf you have already conﬁgured User Groups and Users, you can assign them to the readers now. If you have not yet conﬁgured these parameters, or don’t wish to do it now, you can come back later to add these settings. ConﬁgurationUnder the Conﬁguration category, you can conﬁgure various reader settings, such as default settings for Channels, Beacon Time, Operate and Shunt times, and add delays depending on how the reader will be used.Assigned to Channels — New readers default to All Channels; however, you can assign speciﬁc channels if needed. For example, if an existing wireless compo-nent operates on Channel 17, you will want to disable Channel 17 in the reader channel conﬁguration. See “Assigning Reader Channels”.

92Beacon Time — The default Beacon Time for a reader is one minute; however, you can manually input a different value anywhere from 10 seconds to 1 day. Keep in mind, the more frequent the beacon time, the more battery power used.Note For best results, it is recommended that beacon time be set to no lower than 1 minute.Default Operate Time — The Default Operate time is three seconds. You can manually enter a different value as needed. Default Shunt Time — The Default Shunt Time is three seconds. You can manually enter a different value as needed. This feature is useful for readers that will be used to accommodate wheelchairs or other equipment that may need additional time to get through the door before the alarm is triggered.Operate Delay — This feature is useful during situations where, for example, a guard may want a chance to visually conﬁrm the identity of the user before ac-cess is granted. Shunt Delay — This feature is useful when the users accessing this reader typi-cally need more time to pass through the door after it unlocks; such as, someone in a wheelchair or someone who will move equipment through the doorway.Statistics Update Interval — Manually enter the desired reader polling time.Wiegand Device — Deﬁne if applicable.First Card Unlock Authority — The reader requires authority to leave the door unlocked when in an ‘unlock with ID’ access mode.Card Formats Assignments — Assign card formats to the reader.Assigning Reader ChannelsPerform the following steps to assign reader channels.1 In the Reader tab, select the desired reader within the Segment Tree. 2 In the Reader Properties sheet, under the Conﬁguration category, click in the Assigned to Channels ﬁeld. The ellipsis button appears at the far right of the ﬁeld.3 Click the ellipsis button to display the Channel Selection for the Reader.

93Figure 64 Reader Channel Selection4 Select your desired channels.5 Click Finish to save your settings.Note When changing a reader’s channels, ensure that it can connect to a Portal Gateway on the same channel. For example: if a reader is changed to use only Channel 17, the Portal’s channels must include Channel 17.Reader ControlThe Reader Control dropdown list corresponds to settings conﬁgured under the Reader Control sub tab in the Timezones tab. See “Conﬁguring Timezones” on page 137 for more information.

94Uploaded TransactionsClick on the Transaction Masks ellipsis button, the Conﬁgure Controller Transac-tions dialog box will open. Figure 65 Conﬁgure Controller TransactionsHere, you can determine what transaction types will show up in the Transactions application. If you make a transaction a priority by checking the Priority checkbox, it will come through immediately instead of waiting until the next beacon. If you click on the Select All or Clear All buttons, a dialog box will open to ask if you want to include Priorities as well. Select Yes or No.

96This chapter will provide detailed information on conﬁguring the AMS Software.Now that Portal Gateways and Controllers have been added to and conﬁgured within the software, you are ready to conﬁgure your segment even further. The ﬁrst part of this chapter will discuss the conﬁgurable items within the different categories of the Segment tab.AssociationsIn the Associations category of the Segment tab, you can select from a set of sup-plied User Fields or add your own and create User Groups for your segment. User FieldsWi-Q AMS supplies you with a set of common User Fields which are available in the User Tab when you start adding users. You are also supplied with a set of additional User Fields and Categories that you can add to the system if needed. If you do not ﬁnd the ﬁelds and categories you need to fully deﬁne your user param-eters, you can create your own and they will be available from the User Tab. When you add and remove User Fields, the changes affect all segments in the system.Adding Additional User Fields1 In the Segment tab, click on User Fields and select the ellipsis button at the far 5 Conﬁgure AMS Software (Task 11)

97right of the ﬁeld. The User Field Management dialog box opens.Figure 66 User Field Management2 Click the Select Fields button at the bottom of the dialog box. The Select Seg-ment User Fields dialog box opens. Additional pre-deﬁned User Fields are listed on the right.

98Figure 67 Select Segment User Fields3 To add one of these ﬁelds, select the checkbox next to the ﬁeld and select <<Add. The ﬁeld is transferred to the User Fields in Facility box on the left.Figure 68 User Fields in Facility4 Select Finish. Once you add the ﬁeld to a Segment, it will appear on the Users

99Tab in the Conﬁgurator module. See the next few sections for steps to com-plete this process.Creating New User FieldsIf the ﬁeld you wish to add does not appear in the User Fields list on the right, you can add one of your own. Once this is done, you can add it to an existing Category, or create a new Category for the ﬁeld. You can add any number of new ﬁelds and new categories. Perform the following steps to To create a New User Field.1 In the Select Segment User Fields dialog box, select Add Field at the bottom of the box. The Add, Remove, and Conﬁgure System User Fields dialog box opens.Figure 69 Add, Remove and Conﬁgure System User Fields2 Under Speciﬁcations, Category, select the category under which you wish the new ﬁeld to appear from the drop down list, for example, Statistics.Note If the category you want is not available, you can also create your own category. See “Adding a New User Fields Category” on page 101.

1003 In the Field Name category on the right, type in a new name for the new ﬁeld. In the example, we used Alternate Phone Contact.4 Select Update. When you click Finish, the Select Segment User Fields dialog box shows that your new ﬁeld is now available for selection.Figure 70 User Field added to list5 Select the Checkbox next to the ﬁeld and click <<Add. The ﬁeld is transferred to the User Fields in Segment box on the left. 6 Select Finish. The new ﬁeld is now added to the User Field Management dialog box.

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