User manual LIFT-MASTER SPSWIN 3.0

[. . . ] Sentex Programming Software for Windows Version 3. 0 and Up Horizon H Horizon M Infinity S Infinity M Infinity L User's Guide Doc 6001275, Rev C 2 Contents Contents Chapter 1: Installation and Overview _______________________________________ 5 System Requirements _________________________________________________________________ 5 Differences Between SPS and SPSWin ___________________________________________________ 6 Installing SPSWin ____________________________________________________________________ 7 SPSWin Helpful Hints and Tables ______________________________________________________ 10 SPSWin Unit Setup Overview _________________________________________________________ 12 Windows NT/2000/XP Administrator Notes ______________________________________________ 13 Chapter 2: Starting SPSWin______________________________________________ 14 Starting SPSWIN____________________________________________________________________ 14 Passwords _________________________________________________________________________ 15 Creating or Editing an SPSWin Password ________________________________________________ 15 Main Window Toolbar Reference_______________________________________________________ 16 Chapter 3: Communications______________________________________________ 17 Accessing Modem Configuration _______________________________________________________ 17 Setting Your Modem Configuration and Connect Set _______________________________________ 17 Connecting to a Unit _________________________________________________________________ 20 Communications Options _____________________________________________________________ 22 Chapter 4: Creating or Editing a Unit Definition (Stand-Alone Units) ____________ 23 Opening a New Unit Definition Window _________________________________________________ 23 Creating or Editing a Unit Definition (Stand-Alone) ________________________________________ 24 Copying a Unit Definition_____________________________________________________________ 25 Chapter 5: Creating or Editing a Multi-Link Chain ___________________________ 26 Opening a New Multi-Link Chain Definition Window ______________________________________ 26 Creating or Editing a Multi-Link Chain Definition _________________________________________ 27 Chapter 6: Receiving Data from Unit_______________________________________ 29 Selecting Display Type _______________________________________________________________ 29 Downloading Unit Data ______________________________________________________________ 30 Verifying Unit Data Has Been Received _________________________________________________ 33 Upgrading Your Unit(s) ______________________________________________________________ 34 Doc 6001275, Rev C Contents 3 Chapter 7: Entering and Editing Unit Data __________________________________ 35 Time Zones ________________________________________________________________________ 36 Schedules__________________________________________________________________________ 39 Holidays __________________________________________________________________________ 43 Access Levels ______________________________________________________________________ 45 Access Codes_______________________________________________________________________ 47 Accessing Unit and Multi-Link Data Fields _______________________________________________ 55 Creating and Editing Directory Sets (Multi-Link Only) ______________________________________ 56 Relays ____________________________________________________________________________ 57 Settings ___________________________________________________________________________ 59 Messages __________________________________________________________________________ 63 Firmware __________________________________________________________________________ 65 Updates ___________________________________________________________________________ 65 Transactions _______________________________________________________________________ 66 Notes _____________________________________________________________________________ 67 Chapter 8: Chapter 9: Sending Data to a Unit _________________________________________ 68 Merging Unit Data ____________________________________________ 69 Accessing the Merge Feature __________________________________________________________ 69 Setting Merge Priority________________________________________________________________ 70 Viewing Update Results ______________________________________________________________ 70 Chapter 10: Printing or Exporting Reports __________________________________ 72 Accessing Reports ___________________________________________________________________ 72 Printing Reports_____________________________________________________________________ 73 Exporting Reports ___________________________________________________________________ 74 Reports Description__________________________________________________________________ 75 Chapter 11: Viewing and Printing Transactions ______________________________ 82 Downloading Transactions ____________________________________________________________ 82 Viewing and Printing Transactions ______________________________________________________ 83 Chapter 12: Control Panel _______________________________________________ 84 Using the Control Panel ______________________________________________________________ 84 Changing the Unit Password ___________________________________________________________ 86 Doc 6001275, Rev C 4 Contents Appendix_______________________________________________________________ 87 SPSWin Main Window Menu Bar ______________________________________________________ 87 Unit Definition Window Menu Bar _____________________________________________________ 91 Control Panel Actions Reference _______________________________________________________ 93 Merge Options (Data Results Reference) _________________________________________________ 94 Conflict Definitions (Unit Update Status Report)___________________________________________ 96 IMPORTANT NOTICE Each time you finish entering data in SPSWin, you must always either Send Changes or Send All to the unit, or the changes will not take effect. If you do not perform either Send Changes or Send All after making changes in SPSWin, your system will not function predictably. Doc 6001275, Rev C Chapter 1: Installation and Overview 5 Chapter 1: Installation and Overview The procedures in this manual assume that you are familiar with your telephone entry system (Horizon, Infinity, or Multi-Link). System Requirements Differences Between SPS and SPSWin Installing SPSWin SPSWin Software Helpful Hints and Edit Functions SPSWin Unit Setup Overview Windows NT & 2000 Administrator Notes Page 5 Page 6 Page 7 Page 10 Page 12 Page 13 System Requirements Windows-based software offers many advantages in terms of usability and versatility, but requires a computer configuration powerful enough for it to work effectively. While you may be able to run SPSWin on older, less powerful computers, it will run very slowly and with greater chance of failure. [. . . ] NOTE: Only the Multi-Link has the capability of specifying either a Date Limit or a Use Limit for any one Access Code. Doc 6001275, Rev C Chapter 7: Entering and Editing Unit Data 49 BULK-LOADING CODES The Enter Range of Codes feature allows you to bulk-load a large number of entry codes/cards into the system at one time. Names cannot be associated with entry codes/cards when entered as a group, but may be added to individual records later. Every time someone needs a card, you won't have to individually generate a new card in SPSWin right away. You can give someone the group card, which has its own code, and then return later to assign a name to that card. NOTE: All cards entered in the same group will have the same access level. 1 At the Unit Definition window, under the Access Codes menu option, select New --> Code Group. You will arrive at the Enter Range of Codes window (see Figure 36 and Figure 37). Figure 36: Enter Range of Codes Window (Units Supporting Entry Codes and Cards) Figure 37: Enter Range of Codes Window (Units Supporting Entry Codes Only) 2 3 4 5 From/To: Enter the code range in the From and To boxes. As: If your system supports both entry codes and cards, select to enter Entry Codes or Card Codes. Click the Done button. Doc 6001275, Rev C 50 Chapter 7: Entering and Editing Unit Data DELETING ACCESS CODES The Delete Access Codes feature allows you to . OR Delete all access codes from the current display set (see page 47 for more information on display sets). Delete all of the directory codes, entry codes, and/or card codes from the current display set. 1 At the Unit Definition window, under the Access Codes menu option, select Delete. You will arrive at the Delete Access Codes window (Figure 38). Figure 38: Delete Access Codes Window 2 3 Select your delete options. Click OK. USER DEFINED COLUMNS You may wish to track additional information about each person listed in the directory. SPSWin gives you five additional columns (fields) in which to enter such information. To use the additional column headings: 1 Click on the Access Codes menu at the top of the Unit Definition Window (Figure 35). Figure 39: User Defined Fields Entry Window Doc 6001275, Rev C Chapter 7: Entering and Editing Unit Data 2 3 4 5 Click on the User-Defined Fields . . . The User-Defined Fields Entry screen displays. 51 Click in one of the boxes under User-Defined Field Name. If you do not wish to save the field names, click on the Cancel button. You may now continue editing the access code and directory information including your new fields. SEARCHING & SORTING ENTRIES When you're working with a large number of entries, SPSWin provides search and sort features that allow you to locate a specific group of entries or one particular entry. Use the reference section below to perform all the related search/sort functions: Get First Get Previous Get Next TOOLBAR BUTTON Get First Get Previous Get Next Get Last Search Get All Sort By Name Sort By Code Get Last Search Get All Sort By Name Sort By Code PRESS THIS BUTTON TO . This function is useful after you finish validating data, bulk-loading entries, or performing a entry search. Sort the display by directory, entry, or card code (see Figure 42). Doc 6001275, Rev C 52 Chapter 7: Entering and Editing Unit Data Step 1: Select the type of data you want to search. [. . . ] Example: Directory Code Length is "3" in SPSWin database, but "4" at unit. Unit Data Overrides: Data received from the unit will override any conflicting values stored in the SPSWin database. Example: Directory Code Length is "3" in SPSWin database, but "4" at unit. Example: Directory Code Length is "3" in SPSWin database, but "4" at unit. [. . . ]