B.A.S.I.S.® Ofine User Guide
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
100Set Up and MaintainDiagnosticsThe Diagnostics view allows you to view information about the reader and congure options for your reader. The option
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
102Set Up and Maintain4 Once connection is established, the reader diagnostics will display. Figure 108 Diagnostics
Set Up and Maintain103The table below gives a denition for all of the elds in the Diagnostics window:This Field... Shows...Firmware IDID indicating
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
Set Up and Maintain105SetYou have three options under the Set menu:• Date/Time/DST enable • Reader Technology• Online ModeSet: Date/Time/DST Enabl
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
Set Up and Maintain107Set: Online ModeA B.A.S.I.S. ofine lock mode of operation is determined by its programming. The diagnostics information for the
108Set Up and MaintainTo override the current online mode of the reader, perform the following steps:1 Return to Diagnostics > Set > Online Mod
Set Up and Maintain109ResetYou have two options under the Reset menu:• Diagnostics Code• Use CountReset: Diagnostics CodeDiagnostic codes are used t
Overview11Panel password Communication password is congured at the Access Panel level. Diagnostics (PDA or Netbook/Notebook)The PDA or Netbook/Note
110Set Up and MaintainReset: Use CountEvery B.A.S.I.S. ofine reader counts the number of times access has been granted to a card or pin since the use
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
112Set Up and MaintainDeep ResetTo reset the lock/reader to factory settings, perform the following steps:1 Go to Diagnostics > Deep Reset.Figure
Set Up and Maintain113Download FirmwareTo download any Firmware updates to your Netbook/Notebook, perform the following steps:Note A rmware download
114Set Up and MaintainFigure 120 Hex le2 Click on to browse for your firmware hex file.Note Firmware files are available by contacting Technic
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
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
Software Conguration1174Managing B.A.S.I.S. CardholdersManaging cardholders involves three activities:• Creating cardholders• Searching for cardhol
118Software CongurationCreating CardholdersThe rst of the three activities, creating cardholders involves the following:• Adding• ModifyingTo Crea
Software Conguration119Figure 125 Badge Form5 Complete all appropriate elds in the form. For a compete list of eld denitions, see the System Adm
12OverviewSetup ChecklistIn the next chapter you will nd complete step-by-step instructions for the rst-time installation and conguration of a B.A.
120Software CongurationModifying CardholdersWhen a cardholder’s name, location, title, or any other piece of data changes, use the modify function of
Software Conguration121Searching for CardholdersThe search module of B.A.S.I.S. is extensive and is an important function that can be used for many r
122Software Conguration4 “Select and complete at least one eld to search on.” For example, to search for all students in the Johnson East dormitory
Software Conguration123Encoding Existing CardholdersOnce a cardholder has been added with the proper badge information, you’re ready to encode the ca
124Software CongurationFigure 130 Question regarding the issue code6 Click No.The Encode Badge window displays:Figure 131 Choosing a card format t
Software Conguration1258 Slowly swipe the card through the encoder as shown below.Figure 132 Swiping the magstripe card through the encoderEncoder
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
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
Glossary129 IP address The numeric address (like 192.168.1.1) that identies each device in a TCP/IP network. input A hardware connection point used
Installation and Conguration132Installation and CongurationThis chapter will guide you through performing the following tasks:Task 1 — Install B.A.S
130Glossary timezone A dened range of time for assignment to various access control activities. A time zone may be applied to a reader or readers whe
14Installation and CongurationNeeded ComponentsThe following describes the hardware and software that it takes to create an ofine B.A.S.I.S. system.
Installation and Conguration15Task 1: Install B.A.S.I.S. SoftwareFor complete B.A.S.I.S. software installation and conguration, see the B.A.S.I.S. I
16Installation and CongurationPerform the following steps to set up the encoder:1 Click Start > Programs > B.A.S.I.S. ET > System Administr
Installation and Conguration17Figure 5 Conguring the encoder13 Click Test.Note The encoder can be tested at any time by returning to the Encoder
18Installation and CongurationDening the systemTo dene a B.A.S.I.S. ofine system, you need to congure:• Card Formats• Badge Types• Guest Reade
Installation and Conguration19Task 3: Dene Card FormatsDening a card format is the starting point to congure guest access control. If guest access
Copyright©2014 Stanley Security, Inc. All rights reserved.Information in this document is subject to change without notice and does not represent a co
20Installation and CongurationThe Card Format form displays:Figure 7 Choose card format type
Installation and Conguration213 Choose the appropriate card format and click OK.Figure 8 Dening card formats 4 Type the name of the card format.
22Installation and CongurationTask 4: Dene Badge TypesTo use B.A.S.I.S. G ofine lock basic functionality, you must dene a guest badge type. This b
Installation and Conguration23Figure 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
24Installation and Conguration7 Click the Badge ID Allocation tab and then click the ID Ranges tab. Figure 11 Entering the range of Badge IDs8 Ent
Installation and Conguration25Task 5: Dene Ofine Access Panels Although B.A.S.I.S. Locks are ofine (stand-alone) locks and are not managed by acce
26Installation and CongurationFigure 12 Naming the ofine lock access panel.4 In the Name eld, type the name of the access control panel.5 Click
Installation and Conguration27Task 6: Dene the Guest Locks/ReadersIn the B.A.S.I.S. software, locks are referred to as readers to conform and mainta
28Installation and CongurationNote Selecting the ‘Ofine Guest’ reader type refers to a B.A.S.I.S. G conguration.8 Make any other selections as ne
Installation and Conguration29Dene Other Guest Reader Features1 From System Administration, click Access Control > Readers and Doors.2 Select t
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 Congura
30Installation and Conguration9 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
Installation and Conguration312 Click the Timezones tab. A list of the existing timezones will be displayed.3 Click Add to create a new timezone to
32Installation and CongurationAdd access levels1 From System Administration, click Access Control > Access LevelsThe Access levels window display
Installation and Conguration332 Click Add to create an access level.Figure 18 Access level3 Choose a name for the access level and enter the choic
34Installation and CongurationAdding a Cardholder for Standard Access ControlAdd a cardholder for standard access control1 Open System Administratio
Installation and Conguration353 Click the Badge tab.Figure 20 The cardholder, badge information screen4 Select the appropriate Badge Type from the
36Installation and Conguration6 Click the Access Level tab.Figure 21 The cardholder, access level information screen7 Select the appropriate acces
Installation and Conguration37Figure 22 Question regarding the issue code10 Click No.The Encode Badge window displaysFigure 23 Choosing a card for
38Installation and CongurationB.A.S.I.S. G reader programming is now completeIf you have nished the tasks up to this point, you have completed all s
Installation and Conguration39Figure 26 Welcome window4 Click Next.5 The B.A.S.I.S. communication Server service will stop as part of the installa
40Installation and CongurationFigure 27 Restart Communication Server
Installation and Conguration416 Click Next and the Select Installation Folder window will appear.Figure 28 Select Installation Folder7 The Install
42Installation and Conguration8 Click Next.Figure 29 Conrm Installation
Installation and Conguration439 Click Next and installation will begin. Once the Installation Complete window pops up, click Close.Figure 30 Instal
44Installation and CongurationInitial Conguration of Transport TrayAfter the B.A.S.I.S. Transport Tray has successfully installed onto your workstat
Installation and Conguration451 Select“Tools > Congure Removable Media menu item.Figure 32 Congure removable media2 Figure 32 will show all a
46Installation and Conguration5 Select Tools > Options. User can select primary transport method.Figure 33 Options6 Select box to sync to le o
Installation and Conguration47Known DirectoryIf a Removable Media device is not used, a simple directory can be used that is shared on the network. I
48Installation and CongurationTask 8: Installing B.A.S.I.S. Transport for PDAThe Transport PDA application is used to download information to the rea
Installation and Conguration49ActiveSync InstallationIf you are using Microsoft Windows XP, perform the following steps:1 Connect the PDA to the B.A
Overview51OverviewThis manual is your guide to B.A.S.I.S. Ofine System. The information in this guide is presented in a linear manner; however, tasks
50Installation and CongurationPDA Software InstallationNow that you have installed Activesync or Mobile Device Center, you can begin to install the
Installation and Conguration51Figure 36 Setup wizard3 Click Next.
52Installation and CongurationFigure 37 Identify mobile device4 Click Next.
Installation and Conguration53Figure 38 Select installation folder5 The Installation Folder will automatically install on your program le drive, u
54Installation and CongurationFigure 39 Conrm installation7 Click Next.
Installation and Conguration558 The Pending Application Install window will appear four (4) times. Click OK each time.Figure 40 Pending Application
56Installation and Conguration13 Click "Add/Remove programs".Figure 42 Add/Remove Programs14 Only click the box for Microsoft .NET CF 3.
Installation and Conguration57Figure 44 15 Upon installation of Microsoft .NET CF 3.5, the following message will appear on your PDA:Figure 45 Rest
58Installation and Conguration19 Click "Add/Remove Programs".Figure 46 Add/Remove Programs20 Click the check box for each of the followi
Installation and Conguration5921 Click OK.Figure 47 Application Downloading Complete22 Click OK and check the PDA for any prompts.Figure 48 Succe
6OverviewB.A.S.I.S. Online and Ofine DiagramThe B.A.S.I.S. system is capable of being congured as both an online and an ofine access control system
60Installation and CongurationTask 8: Install B.A.S.I.S. Transport for Netbook/NotebookThe B.A.S.I.S. Transport application is used to download infor
Installation and Conguration61Figure 50 Setup Wizard
62Installation and Conguration3 Click Next and the Select Installation Folder window will appear.Figure 51 Select installation folder4 The Install
Installation and Conguration635 Click Next.Figure 52 Conrm installation
64Installation and Conguration6 Click NextFigure 53 Installation complete7 Click Close
Set Up and Maintain653Set Up and Maintain Ofine LocksThis section describes how to use your B.A.S.I.S.® Transport software. The following topics are
66Set Up and MaintainTransferring Lock/Reader CongurationsAt this point you have successfully completed the following for the B.A.S.I.S. Ofine Syste
Set Up and Maintain67Transferring Lock/Reader Congurations to the PDATo transfer lock/reader conguration made through the B.A.S.I.S. System Administ
68Set Up and MaintainOpening Congurations on the PDAAfter connecting the PDA to the lock, you must open the Mobile Transport Application on the PDA t
Set Up and Maintain69Figure 57 Open folder3 Tap the BasisOfineSeries.sdf le and the screen should refresh to reect your selection. The lock is no
Overview7How B.A.S.I.S. Readers WorkB.A.S.I.S. GB.A.S.I.S. G ofine locks are designed primarily for the college/university dormitories . However, the
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
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
72Set Up and Maintain4 If you have a Dual Validation Lock (with keypad) and you wish to preserve pins at the reader during the conguration, select t
Set Up and Maintain738 The Transport screen will show that it is currently downloading. Once the download is successful, the following screen will ap
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
Set Up and Maintain754 The following screen should appear:Figure 68 Swipe card5 Swipe a magnetic stripe card or proximity card through the reader.
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
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
78Set Up and MaintainThe table below gives a denition for all of the elds in the Diagnostics window:This Field... Shows...Firmware IDID indicating t
Set Up and Maintain79DisconnectNote The following diagnostic functions are performed while the PDA is already connected to the lock and the Diagnosti
8OverviewFigure 2 Guest functionality diagrammedThe diagram uses the following issue code look ahead values:Look ahead function ValueOffset 1Range 3N
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
Set Up and Maintain81Figure 77 Set Reader Tech3 Select your reader technology.
82Set Up and MaintainSet: Online ModeA B.A.S.I.S. ofine lock mode of operation is determined by its programming. The diagnostics information for the
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
84Set Up and MaintainResetYou have two options under the Set menu:• Diagnostics Code• Use CountReset: Diagnostics CodeDiagnostic codes are used to h
Set Up and Maintain85Reset: Use CountEvery B.A.S.I.S. ofine reader counts the number of times access has been granted to a card or pin since the use
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
Set Up and Maintain87Download FirmwareTo download rmware updates to the lock from your PDA, perform the following steps:Note A rmware download is o
88Set Up and MaintainTransferring Lock/Reader Congurations to the Netbook/NotebookTo transfer lock/reader conguration made through the B.A.S.I.S. Sy
Set Up and Maintain893 Click OK.Figure 87 Full System Download4 Upon Sync successfully completed, eject and disconnect the USB ash drive from your
Overview9Figure 3 Guest functionality diagrammedB.A.S.I.S. VB.A.S.I.S. V ofine locks are designed to include all functions of B.A.S.I.S. G (includin
90Set Up and MaintainOpening a Panel/Reader Conguration on a NetbookAfter saving the BasisOfineSeries.sdf le on your Netbook/Notebook from your USB
Set Up and Maintain913 Select your BasisOfineSeries.sdf le and Click Open.Figure 90 Open le4 The main window will refresh with the list of locks
92Set Up and MaintainSetting the USB/Communication PortOnce your panel has refreshed to reect your BasisOfineSeries.sdf, you must make sure that the
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
94Set Up and MaintainConnecting the Netbook/Notebook to the ReaderTo begin transferring congurations from your Netbook/Notebook to your lock, you mus
Set Up and Maintain95Congure LocksetThe congure lockset option will allow you to congure a reader based on any conguration in B.A.S.I.S. System Ad
96Set Up and Maintain2 Right-click on the desired reader conguration and select Congure Lockset. The following window will appear:Figure 96 Enter
Set Up and Maintain974 Swipe a magnetic stripe card or proximity card through the reader. This will establish communications and begin the programmin
98Set Up and Maintain9 This completes the reader conguration.Get HistoryThe Get History option allows you to upload history from the lock.1 Return
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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