User manual LIFT-MASTER SPSWIN 4.0

[. . . ] Visit us on the World-Wide Web at www. sentexsystems. com SPSWin Sentex Programming Software for Windows Software Version 4. 0 and up User's Guide Horizon H Horizon M Infinity S Infinity M Infinity L Doc 6001647, Rev B Table of Contents Table of Contents Installation and Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 System Requirements Differences Between SPS and SPSWin Installing SPSWin Version 4. 0 (and/or its companion applications) Windows NT/2000/XP Administrator Notes SPSWin Help and Tables SPSWin Unit Setup Overview Starting SPSWin Passwords Creating or Editing an SPSWin Password Main Window Toolbar Reference Accessing Modem Configuration Setting Your Modem Configuration and Connect Set Connecting to a Unit Communications Options 3 4 5 7 7 9 10 10 11 11 12 12 15 16 Access Levels Access Codes Accessing Unit and Multi-Link Data Fields Creating and Editing Directory Sets (Multi-Link Only) Relays Settings Messages Firmware Updates Transactions Notes 30 32 38 39 40 41 44 45 45 46 47 Starting SPSWin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Sending Data to a Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Merging Unit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Accessing the Merge Feature Setting Merge Priority Viewing Update Results Accessing Reports Printing Reports Exporting Reports Reports Description Downloading Transactions Viewing and Printing Transactions Using the On-Line Programmer Using the Control Panel Changing the Unit Password SPSWin Main Window Menu Bar Unit Definition Window Menu Bar Control Panel Actions Reference Merge Options (Data Results Reference) Conflict Definitions (Unit Update Status Report) 49 50 50 51 52 52 53 56 56 57 58 59 60 63 65 66 68 Communications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Printing or Exporting Reports. . . . . . . . . . . . . . . . . . . . . 51 Creating or Editing a Unit Definition (Stand-Alone Units) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Opening a New Unit Definition Window Creating or Editing a Unit Definition (StandAlone) Copying a Unit Definition Opening a New Multi-Link Chain Definition Window Creating a New Multi-Link Chain Definition Selecting Display Type Downloading Unit Data Verifying Unit Data Has Been Received Upgrading Your Unit(s) Time Zones Schedules Holidays 17 18 18 Viewing and Printing Transactions. . . . . . . . . . . . . 56 Creating or Editing a Multi-Link Chain . . . . . . . 19 19 20 21 22 24 24 25 27 29 On-Line Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Receiving Data from Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Entering and Editing Unit Data . . . . . . . . . . . . . . . . . . . 25 Page 2 of 69 Doc 6001647, Rev B Installation and Overview 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 Version 4. 0 (and/or its companion applications) Page 3 Page 4 Page 5 SPSWin Help and Tables Windows NT/2000/XP Administrator Notes SPSWin Unit Setup Overview Page 7 Page 7 Page 9 IMPORTANT INFORMATION 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. System Requirements To run SPSWin, your system must have Windows 95 (full version) or higher and the following: Note: For databases having a large number of access codes (e. g. , a combination of 1000 or more directory codes, entry codes, and/or cards), Sentex strongly suggests using the recommended hardware. WINDOWS 95, 98, OR ME® USERS Minimum Pentium 233-megahertz (MHz) IBM PC-Compatible Computer 64 MB of RAM 240 MB hard disk free Internet Explorer 4. 01 (Service Pack 2) Hayes-compatible modem connected to a COM port CD ROM Mouse 800 x 600 Display Setting Recommended Pentium II 400-megahertz (MHz) IBM PC-Compatible Computer 128 MB of RAM 300 MB hard disk free Internet Explorer 5. 0 Table 1: SPSWin System Requirements (Windows 95, 98, or ME) Windows 95 Users: You must have Y2K Update installed on your machine. [. . . ] 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. 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 37 and Figure 38). As: If your system supports both entry codes and cards, select to enter Entry Codes or Card Codes. Figure 37: Enter Range of Codes Window (Units Supporting Entry Codes and Cards) Note: All cards entered in the same group will have the same access level. Figure 38: Enter Range of Codes Window (Units Supporting Entry Codes Only) DELETING ACCESS CODES The Delete Access Codes feature allows you to . Delete all access codes from the current display set (see page 32 for more information on display sets). Delete all of the directory codes, entry codes, and/or card codes from the current display set. At the Unit Definition window, under the Access Codes menu option, select Delete. Figure 39: Delete Access Codes Window Page 34 of 69 Doc 6001647, Rev B Entering and Editing Unit Data 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. Click on the Access Codes menu at the top of the Unit Definition Window (Figure 36). 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. Figure 40: User Defined Fields Entry Window 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 Sort By Code Get All Sort By Name Press This Button To . This function is useful after you finish validating data, bulk-loading entries, or performing an entry search. Sort the display by directory, entry, or card code (see Figure 43). Page 35 of 69 Doc 6001647, Rev B Entering and Editing Unit Data Step 1: Select the type of data you want to search. Step 2: Select the comparison value (e. g. , begins with, contains, etc. ). Step 3: Click OK. Figure 42: Sorting by Name Step 1: Select the Sort By option. Step 3: Click OK. Figure 43: Sorting by Code Search Tips: Explore the different ways of searching and sorting access code records by reviewing the Data and Comparison drop-down boxes on the SPSWin Specify Access Code Record Subset screen (Figure 41). Sorting Only Directory Codes: To view a list of directory codes, click the Search button (see page 35), select "Directory Code" from the Data drop-down box, select "is greater than or equal to" from the Comparison drop-down box, and enter "0" in the Value text box. [. . . ] Unit Data Overrides: Data received from the unit will override any conflicting values stored in the SPSWin database. Page 66 of 69 Doc 6001647, Rev B Use Unit Data Only: Use only the data stored in the unit. Sam will have no directory code. Appendix Settings Directory Code Length Number of Keypad Errors Rings Before Answer Talk Time (in seconds) PBX Digit Dialing Type Relay Activation Time Messages Directory Code (1) Directory Code (2) Directory Code (3) Directory Code (4) Entry Code (1) Entry Code (2) Entry Code (3) Merge Option Receive Method Directory Code Length Number of Keypad Errors Rings Before Answer Talk Time (in seconds) PBX Digit Dialing Type Relay Activation Time Messages Directory Code (1) SPSWin Receive Receive All Settings 3 3 4 4 6 6 250 250 None None Tone Tone Relay1 10 Relay1 10 Relay2 08 Relay2 08 Default Default No Codes Received No Codes Received No Codes Received No Codes Received No Codes Received No Codes Received No Codes Received Dir. Code 2222 P# 555-4321 Entry Cde 332 Time Zone 1 Entry Cde 500 Time Zone 0 Entry Cde 600 Time Zone 1 Access Codes Data in SPSWin 3 4 6 No Data (Blank) 7 Tone Dial Relay1 10 Relay2 08 Default Dir. [. . . ]