BEST ACCESS SYSTEMS B.A.S.I.S. V User's Guide

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Summary of Contents

Page 1 - User Guide

B.A.S.I.S.® Ofine User Guide

Page 2

10OverviewFeature Comparisons of B.A.S.I.S. G and VFeature Description G VGuest (dormitory feature)Provides the ability to issue pre-created badge IDs

Page 3 - Contents

100Set Up and MaintainDiagnosticsThe Diagnostics view allows you to view information about the reader and congure options for your reader. The option

Page 4

Set Up and Maintain101Note The password for a lock is the password programmed in the virtual access control panel. You must enter the password exactl

Page 5 - Overview

102Set Up and Maintain4 Once connection is established, the reader diagnostics will display. Figure 108 Diagnostics

Page 6 - 6Overview

Set Up and Maintain103The table below gives a denition for all of the elds in the Diagnostics window:This Field... Shows...Firmware IDID indicating

Page 7 - How B.A.S.I.S. Readers Work

104Set Up and MaintainBackup Battery Current power level of the lock’s coin cell battery, used to back up the lock’s memory if the main battery pack d

Page 8 - 8Overview

Set Up and Maintain105SetYou have three options under the Set menu:• Date/Time/DST enable • Reader Technology• Online ModeSet: Date/Time/DST Enabl

Page 9 - B.A.S.I.S. V

106Set Up and MaintainFigure 111 Set Date/Time 2 Click OK.Set: Reader TechnologyTo set which reader technology the lock/reader is using, perform the

Page 10 - 10Overview

Set Up and Maintain107Set: Online ModeA B.A.S.I.S. ofine lock mode of operation is determined by its programming. The diagnostics information for the

Page 11 - Overview11

108Set Up and MaintainTo override the current online mode of the reader, perform the following steps:1 Return to Diagnostics > Set > Online Mod

Page 12 - Setup Checklist

Set Up and Maintain109ResetYou have two options under the Reset menu:• Diagnostics Code• Use CountReset: Diagnostics CodeDiagnostic codes are used t

Page 13 - Installation and Conguration

Overview11Panel password Communication password is congured at the Access Panel level. Diagnostics (PDA or Netbook/Notebook)The PDA or Netbook/Note

Page 14 - Needed Components

110Set Up and MaintainReset: Use CountEvery B.A.S.I.S. ofine reader counts the number of times access has been granted to a card or pin since the use

Page 15 - Task 2: Install Encoder

Set Up and Maintain111Unlock OnceYou can use the Netbook/Notebook to unlock a door for the unlock duration programmed for a reader. This feature is us

Page 16

112Set Up and MaintainDeep ResetTo reset the lock/reader to factory settings, perform the following steps:1 Go to Diagnostics > Deep Reset.Figure

Page 17 - Click to test

Set Up and Maintain113Download FirmwareTo download any Firmware updates to your Netbook/Notebook, perform the following steps:Note A rmware download

Page 18 - Dening the system

114Set Up and MaintainFigure 120 Hex le2 Click on to browse for your firmware hex file.Note Firmware files are available by contacting Technic

Page 19 - Task 3: Dene Card Formats

Set Up and Maintain1154 Click OK and the download will begin.5 Once the download has completed, you should hear the reader make three beep sounds. T

Page 20

116Set Up and MaintainTo Manually Change the PIN in a Dual Validation Lock You can change your PIN only during a time period when both your card and P

Page 21

Software Conguration1174Managing B.A.S.I.S. CardholdersManaging cardholders involves three activities:• Creating cardholders• Searching for cardhol

Page 22 - Task 4: Dene Badge Types

118Software CongurationCreating CardholdersThe rst of the three activities, creating cardholders involves the following:• Adding• ModifyingTo Crea

Page 23

Software Conguration119Figure 125 Badge Form5 Complete all appropriate elds in the form. For a compete list of eld denitions, see the System Adm

Page 24

12OverviewSetup ChecklistIn the next chapter you will nd complete step-by-step instructions for the rst-time installation and conguration of a B.A.

Page 25 - 3 Click Add

120Software CongurationModifying CardholdersWhen a cardholder’s name, location, title, or any other piece of data changes, use the modify function of

Page 26 - 5 Click OK

Software Conguration121Searching for CardholdersThe search module of B.A.S.I.S. is extensive and is an important function that can be used for many r

Page 27

122Software Conguration4 “Select and complete at least one eld to search on.” For example, to search for all students in the Johnson East dormitory

Page 28 - 9 Click OK

Software Conguration123Encoding Existing CardholdersOnce a cardholder has been added with the proper badge information, you’re ready to encode the ca

Page 29

124Software CongurationFigure 130 Question regarding the issue code6 Click No.The Encode Badge window displays:Figure 131 Choosing a card format t

Page 30

Software Conguration1258 Slowly swipe the card through the encoder as shown below.Figure 132 Swiping the magstripe card through the encoderEncoder

Page 32 - Figure 17 Access level

Glossary127Glossary access level An access control relationship made between a reader or readers and a time zone or time zones. An access level is a

Page 33

128Glossary badge type Used in B.A.S.I.S. to determine a number of parameters for a particular badge ID. These parameters include the activation and

Page 34

Glossary129 IP address The numeric address (like 192.168.1.1) that identies each device in a TCP/IP network. input A hardware connection point used

Page 35 - 3 Click the Badge tab

Installation and Conguration132Installation and CongurationThis chapter will guide you through performing the following tasks:Task 1 — Install B.A.S

Page 36

130Glossary timezone A dened range of time for assignment to various access control activities. A time zone may be applied to a reader or readers whe

Page 37 - 10 Click No

14Installation and CongurationNeeded ComponentsThe following describes the hardware and software that it takes to create an ofine B.A.S.I.S. system.

Page 38

Installation and Conguration15Task 1: Install B.A.S.I.S. SoftwareFor complete B.A.S.I.S. software installation and conguration, see the B.A.S.I.S. I

Page 39 - 4 Click Next

16Installation and CongurationPerform the following steps to set up the encoder:1 Click Start > Programs > B.A.S.I.S. ET > System Administr

Page 40

Installation and Conguration17Figure 5 Conguring the encoder13 Click Test.Note The encoder can be tested at any time by returning to the Encoder

Page 41

18Installation and CongurationDening the systemTo dene a B.A.S.I.S. ofine system, you need to congure:• Card Formats• Badge Types• Guest Reade

Page 42 - 8 Click Next

Installation and Conguration19Task 3: Dene Card FormatsDening a card format is the starting point to congure guest access control. If guest access

Page 43

Copyright©2014 Stanley Security, Inc. All rights reserved.Information in this document is subject to change without notice and does not represent a co

Page 44

20Installation and CongurationThe Card Format form displays:Figure 7 Choose card format type

Page 45

Installation and Conguration213 Choose the appropriate card format and click OK.Figure 8 Dening card formats 4 Type the name of the card format.

Page 46 - 7 Click the “OK” button

22Installation and CongurationTask 4: Dene Badge TypesTo use B.A.S.I.S. G ofine lock basic functionality, you must dene a guest badge type. This b

Page 47 - 4 Click the “OK” button

Installation and Conguration23Figure 9 Selecting the Guest class for B.A.S.I.S. G badge type3 Select the Guest class from the drop down box.4 Comp

Page 48

24Installation and Conguration7 Click the Badge ID Allocation tab and then click the ID Ranges tab. Figure 11 Entering the range of Badge IDs8 Ent

Page 49

Installation and Conguration25Task 5: Dene Ofine Access Panels Although B.A.S.I.S. Locks are ofine (stand-alone) locks and are not managed by acce

Page 50 - 2 Click Accept

26Installation and CongurationFigure 12 Naming the ofine lock access panel.4 In the Name eld, type the name of the access control panel.5 Click

Page 51 - 3 Click Next

Installation and Conguration27Task 6: Dene the Guest Locks/ReadersIn the B.A.S.I.S. software, locks are referred to as readers to conform and mainta

Page 52

28Installation and CongurationNote Selecting the ‘Ofine Guest’ reader type refers to a B.A.S.I.S. G conguration.8 Make any other selections as ne

Page 53 - 6 Click Next

Installation and Conguration29Dene Other Guest Reader Features1 From System Administration, click Access Control > Readers and Doors.2 Select t

Page 54 - 7 Click Next

Contents3Contents5 Overview7 How B.A.S.I.S. Readers Work10 Feature Comparisons of B.A.S.I.S. G and V12 Setup Checklist13 Installation and Congura

Page 55

30Installation and Conguration9 In the Badge Type eld, select a guest badge type from the list that was created. See page 21.10 In the Number of b

Page 56

Installation and Conguration312 Click the Timezones tab. A list of the existing timezones will be displayed.3 Click Add to create a new timezone to

Page 57 - 18 Click More

32Installation and CongurationAdd access levels1 From System Administration, click Access Control > Access LevelsThe Access levels window display

Page 58

Installation and Conguration332 Click Add to create an access level.Figure 18 Access level3 Choose a name for the access level and enter the choic

Page 59 - 21 Click OK

34Installation and CongurationAdding a Cardholder for Standard Access ControlAdd a cardholder for standard access control1 Open System Administratio

Page 60 - Netbook/Notebook

Installation and Conguration353 Click the Badge tab.Figure 20 The cardholder, badge information screen4 Select the appropriate Badge Type from the

Page 61 - Figure 50 Setup Wizard

36Installation and Conguration6 Click the Access Level tab.Figure 21 The cardholder, access level information screen7 Select the appropriate acces

Page 62

Installation and Conguration37Figure 22 Question regarding the issue code10 Click No.The Encode Badge window displaysFigure 23 Choosing a card for

Page 63 - 5 Click Next

38Installation and CongurationB.A.S.I.S. G reader programming is now completeIf you have nished the tasks up to this point, you have completed all s

Page 64 - 7 Click Close

Installation and Conguration39Figure 26 Welcome window4 Click Next.5 The B.A.S.I.S. communication Server service will stop as part of the installa

Page 66 - 66Set Up and Maintain

40Installation and CongurationFigure 27 Restart Communication Server

Page 67

Installation and Conguration416 Click Next and the Select Installation Folder window will appear.Figure 28 Select Installation Folder7 The Install

Page 68 - 68Set Up and Maintain

42Installation and Conguration8 Click Next.Figure 29 Conrm Installation

Page 69 - Set Up and Maintain69

Installation and Conguration439 Click Next and installation will begin. Once the Installation Complete window pops up, click Close.Figure 30 Instal

Page 70

44Installation and CongurationInitial Conguration of Transport TrayAfter the B.A.S.I.S. Transport Tray has successfully installed onto your workstat

Page 71 - Set Up and Maintain71

Installation and Conguration451 Select“Tools > Congure Removable Media menu item.Figure 32 Congure removable media2 Figure 32 will show all a

Page 72 - 72Set Up and Maintain

46Installation and Conguration5 Select Tools > Options. User can select primary transport method.Figure 33 Options6 Select box to sync to le o

Page 73 - Get History

Installation and Conguration47Known DirectoryIf a Removable Media device is not used, a simple directory can be used that is shared on the network. I

Page 74 - 74Set Up and Maintain

48Installation and CongurationTask 8: Installing B.A.S.I.S. Transport for PDAThe Transport PDA application is used to download information to the rea

Page 75 - Set Up and Maintain75

Installation and Conguration49ActiveSync InstallationIf you are using Microsoft Windows XP, perform the following steps:1 Connect the PDA to the B.A

Page 76 - 3 Enter your password

Overview51OverviewThis manual is your guide to B.A.S.I.S. Ofine System. The information in this guide is presented in a linear manner; however, tasks

Page 77 - Set Up and Maintain77

50Installation and CongurationPDA Software InstallationNow that you have installed Activesync or Mobile Device Center, you can begin to install the

Page 78 - 78Set Up and Maintain

Installation and Conguration51Figure 36 Setup wizard3 Click Next.

Page 79 - 1 Tap Menu  Set Date/Time

52Installation and CongurationFigure 37 Identify mobile device4 Click Next.

Page 80 - 1 Tap Menu > Set

Installation and Conguration53Figure 38 Select installation folder5 The Installation Folder will automatically install on your program le drive, u

Page 81 - Set Up and Maintain81

54Installation and CongurationFigure 39 Conrm installation7 Click Next.

Page 82 - 82Set Up and Maintain

Installation and Conguration558 The Pending Application Install window will appear four (4) times. Click OK each time.Figure 40 Pending Application

Page 83 - Set Up and Maintain83

56Installation and Conguration13 Click "Add/Remove programs".Figure 42 Add/Remove Programs14 Only click the box for Microsoft .NET CF 3.

Page 84 - 84Set Up and Maintain

Installation and Conguration57Figure 44 15 Upon installation of Microsoft .NET CF 3.5, the following message will appear on your PDA:Figure 45 Rest

Page 85 - Set Up and Maintain85

58Installation and Conguration19 Click "Add/Remove Programs".Figure 46 Add/Remove Programs20 Click the check box for each of the followi

Page 86 - 1 Tap Menu > Deep Reset

Installation and Conguration5921 Click OK.Figure 47 Application Downloading Complete22 Click OK and check the PDA for any prompts.Figure 48 Succe

Page 87 - Set Up and Maintain87

6OverviewB.A.S.I.S. Online and Ofine DiagramThe B.A.S.I.S. system is capable of being congured as both an online and an ofine access control system

Page 88

60Installation and CongurationTask 8: Install B.A.S.I.S. Transport for Netbook/NotebookThe B.A.S.I.S. Transport application is used to download infor

Page 89 - 3 Click OK

Installation and Conguration61Figure 50 Setup Wizard

Page 90 - 90Set Up and Maintain

62Installation and Conguration3 Click Next and the Select Installation Folder window will appear.Figure 51 Select installation folder4 The Install

Page 91 - Set Up and Maintain91

Installation and Conguration635 Click Next.Figure 52 Conrm installation

Page 92 - 92Set Up and Maintain

64Installation and Conguration6 Click NextFigure 53 Installation complete7 Click Close

Page 93 - Set Up and Maintain93

Set Up and Maintain653Set Up and Maintain Ofine LocksThis section describes how to use your B.A.S.I.S.® Transport software. The following topics are

Page 94

66Set Up and MaintainTransferring Lock/Reader CongurationsAt this point you have successfully completed the following for the B.A.S.I.S. Ofine Syste

Page 95 - Congure Lockset

Set Up and Maintain67Transferring Lock/Reader Congurations to the PDATo transfer lock/reader conguration made through the B.A.S.I.S. System Administ

Page 96 - 96Set Up and Maintain

68Set Up and MaintainOpening Congurations on the PDAAfter connecting the PDA to the lock, you must open the Mobile Transport Application on the PDA t

Page 97

Set Up and Maintain69Figure 57 Open folder3 Tap the BasisOfineSeries.sdf le and the screen should refresh to reect your selection. The lock is no

Page 98

Overview7How B.A.S.I.S. Readers WorkB.A.S.I.S. GB.A.S.I.S. G ofine locks are designed primarily for the college/university dormitories . However, the

Page 99 - 5 Click OK to exit

70Set Up and MaintainSetting the Max Baud Rate:1 Set the Max Baud Rate to 38400 by tapping the Options button at the bottom of the screen.Figure 59

Page 100 - Diagnostics

Set Up and Maintain71Figure 61 MenuNote The password for a lock is the password programmed in the virtual access control panel. You must enter the p

Page 101 - 3 Swipe a card

72Set Up and Maintain4 If you have a Dual Validation Lock (with keypad) and you wish to preserve pins at the reader during the conguration, select t

Page 102 - 102Set Up and Maintain

Set Up and Maintain738 The Transport screen will show that it is currently downloading. Once the download is successful, the following screen will ap

Page 103 - Set Up and Maintain103

74Set Up and Maintain2 Tap Menu and tap Get HIstory...Figure 66 MenuNote The password for a lock is the password programmed in the virtual access c

Page 104 - 104Set Up and Maintain

Set Up and Maintain754 The following screen should appear:Figure 68 Swipe card5 Swipe a magnetic stripe card or proximity card through the reader.

Page 105 - Set Up and Maintain105

76Set Up and MaintainNote: Some of the diagnostic options are only available if the B.A.S.I.S. G or V lock is using a UVC board. If you are using a l

Page 106 - 2 Click OK

Set Up and Maintain77Note The password for a lock is the password programmed in the virtual access control panel. You must enter the password exactly

Page 107 - Set Up and Maintain107

78Set Up and MaintainThe table below gives a denition for all of the elds in the Diagnostics window:This Field... Shows...Firmware IDID indicating t

Page 108 - 108Set Up and Maintain

Set Up and Maintain79DisconnectNote The following diagnostic functions are performed while the PDA is already connected to the lock and the Diagnosti

Page 109 - Set Up and Maintain109

8OverviewFigure 2 Guest functionality diagrammedThe diagram uses the following issue code look ahead values:Look ahead function ValueOffset 1Range 3N

Page 110 - 110Set Up and Maintain

80Set Up and MaintainFigure 75 Set Date/Time?2 Click OK.Set: Reader TechnologyTo set which reader technology the lock/reader is using, perform the f

Page 111 - Set Up and Maintain111

Set Up and Maintain81Figure 77 Set Reader Tech3 Select your reader technology.

Page 112 - 2 Click OK to Deep Reset

82Set Up and MaintainSet: Online ModeA B.A.S.I.S. ofine lock mode of operation is determined by its programming. The diagnostics information for the

Page 113 - Set Up and Maintain113

Set Up and Maintain83To override the current online mode of the reader, perform the following steps:1 Tap Menu > Set > Online Mode.Figure 78 O

Page 114 - 114Set Up and Maintain

84Set Up and MaintainResetYou have two options under the Set menu:• Diagnostics Code• Use CountReset: Diagnostics CodeDiagnostic codes are used to h

Page 115 - 6 Click OK to exit

Set Up and Maintain85Reset: Use CountEvery B.A.S.I.S. ofine reader counts the number of times access has been granted to a card or pin since the use

Page 116

86Set Up and MaintainUnlock OnceYou can use the PDA to unlock a door for the locks/readers unlock duration. This feature is useful when you need to ac

Page 117 - Cardholders

Set Up and Maintain87Download FirmwareTo download rmware updates to the lock from your PDA, perform the following steps:Note A rmware download is o

Page 118 - Creating Cardholders

88Set Up and MaintainTransferring Lock/Reader Congurations to the Netbook/NotebookTo transfer lock/reader conguration made through the B.A.S.I.S. Sy

Page 119 - 6 Click OK

Set Up and Maintain893 Click OK.Figure 87 Full System Download4 Upon Sync successfully completed, eject and disconnect the USB ash drive from your

Page 120

Overview9Figure 3 Guest functionality diagrammedB.A.S.I.S. VB.A.S.I.S. V ofine locks are designed to include all functions of B.A.S.I.S. G (includin

Page 121 - Searching for Cardholders

90Set Up and MaintainOpening a Panel/Reader Conguration on a NetbookAfter saving the BasisOfineSeries.sdf le on your Netbook/Notebook from your USB

Page 122 - Dormitory

Set Up and Maintain913 Select your BasisOfineSeries.sdf le and Click Open.Figure 90 Open le4 The main window will refresh with the list of locks

Page 123 - Encoding Existing Cardholders

92Set Up and MaintainSetting the USB/Communication PortOnce your panel has refreshed to reect your BasisOfineSeries.sdf, you must make sure that the

Page 124 - 6 Click No

Set Up and Maintain932 On the Transport home page, select File > Set Max Baud Rate > In this example, it is 38400.Figure 93 Set Max Baud Rate

Page 125 - Encoder Slot

94Set Up and MaintainConnecting the Netbook/Notebook to the ReaderTo begin transferring congurations from your Netbook/Notebook to your lock, you mus

Page 126

Set Up and Maintain95Congure LocksetThe congure lockset option will allow you to congure a reader based on any conguration in B.A.S.I.S. System Ad

Page 127 - Glossary

96Set Up and Maintain2 Right-click on the desired reader conguration and select Congure Lockset. The following window will appear:Figure 96 Enter

Page 128 - 128Glossary

Set Up and Maintain974 Swipe a magnetic stripe card or proximity card through the reader. This will establish communications and begin the programmin

Page 129 - Glossary129

98Set Up and Maintain9 This completes the reader conguration.Get HistoryThe Get History option allows you to upload history from the lock.1 Return

Page 130 - 130Glossary

Set Up and Maintain99Figure 102 Login3 Enter the reader password and press the OK button.Figure 103 Swipe card4 Swipe a magnetic stripe card or pr

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