DigiGate™ User’s Guide World Class Security Solutions
DigiGate-700™ User’s Guide •••••••••
Copyright, Trademarks, and Acknowledgments COPYRIGHT Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those agreements.
DigiGate-700™ for Windows® - User’s Guide Table of Contents i Table of Contents ......................................................................................................................................... i System Hardware Repair Policy ................................................................................................................. x In Warranty Repairs ............................................................................................................................
ii Table of Contents Unit Setup .............................................................................................................................................. 2-30 Unit Types ...................................................................................................................................... 2-30 Unit Features ................................................................................................................................. 2-32 Door Types ...................
DigiGate-700™ for Windows® - User’s Guide iii Common Elements of Reports ....................................................................................................... 3-29 Unit Reports .................................................................................................................................. 3-30 Delinquent Units .................................................................................................................... 3-30 All Units ..............................
iv Table of Contents Site ......................................................................................................................................................... 3-74 Select Site ...................................................................................................................................... 3-74 Help .......................................................................................................................................................
DigiGate-700™ for Windows® - User’s Guide v Find System Controller Version ............................................................................................................ 4-10 Find Software Version and Serial Number ............................................................................................ 4-10 Open and Close the Gate or Hold it Open ............................................................................................. 4-10 Set the System Time and Date ...............
vi Table of Contents Access Control ................................................................................................................................ E-2 Data Entry ....................................................................................................................................... E-2 Marketing ....................................................................................................................................... E-2 Running DigiConvert ....................
DigiGate-700™ for Windows® - User’s Guide vii Appendix L Setting Up the LE Software Version ......................................................................................... L-1 Copying the Desktop Icon ...................................................................................................................... L-2 Renaming the Copy of… Desktop Icon .................................................................................................
viii Software License and Warranty Terms and Conditions of Purchase PURCHASER understands that unless otherwise specified on a Digitech Sales Order Copy, or other contractual agreement, neither installation nor the warranty thereof, is included in this agreement.
DigiGate-700™ for Windows® - User’s Guide ix Written Limited Warranty Effective with products delivered on or after July 1, 2003: Digitech International, Inc.
x System Hardware Warranty and Repair Policy System Hardware Repair Policy General is greater. Equipment to be repaired may be sent to Digitech International, Inc. after a Return Authorization Number has been issued by the Customer Service Department. The items should be shipped prepaid to: Non-Warranty Repairs Digitech International, Inc.
Chapter 1 Introduction Included in this Chapter 1. How to Reach Digitech International, Inc ........................ Corporate Address, Phone, Fax, E-Mail, and Web Site. 2. What Is Needed to Run DigiGate-700 for Windows ........ System Requirements. 3. DigiTech Customer Support ............................................ Who to call if you have problems. 4. Contacting the Service Department .................................. How and when to call for Help. 5.
1-2 Introduction What Is Needed to Run DigiGate-700™ for Windows M INIM UM RECOM M ENDED IBM or compatible PC with 80486DX2/66 IBM or compatible PC with Pentium processor 8MB RAM 16MB RAM 15MB free HardDisk space for Program & Data 30MB free HardDisk space with Help System One Serial port (Com1- Com4) with De dicate d IRQ, (3 or 4) One Serial port (Com1- Com4) with De dicate d IRQ, (3 or 4) Modem supported by Windows 95, 98, NT for PC and one Modem for each Remote Site Modem supported by Window
DigiGate-700™ for Windows® - User’s Guide 1-3 What You Need When You Call the Service Department Before calling our Service Department, please have the following information available. DigiGate-700 Serial Number ______________. • On the label of your software diskette(s), CD-ROM, or in the “Version” selection of the “Utility” menu. • The DigiGate-700 Software Version ______________. In the “Version” selection of the “Utility” menu. • The System Controller Chip Version ______________.
1-4 Introduction Conventions used in this Guide Format/Symbol De finition Example Bold Arial I talic Represents Menu selections or Screen objects to select Move the cursor to the Set button text in braces In the Software - represents a key on the PC Keyboard Press On hardware items, this will represent a device (i.e. plug, chip, jumper, cable, etc) on a board or a control device. Remove the jumper.
DigiGate-700™ for Windows® - User’s Guide 1-5 The Windows Interface For those of you that are new to Windows, we have included a basic look at the Windows way of doing things. For a more complete description of Windows , see the “Introducing Microsoft Windows ” manual that came with the Operating System on your PC. Windows is a Graphical User Interface or GUI.
1-6 Introduction Windows Screen Objects Figure Name Description Push Buttons Figure 1-1 shows a group of four Push Buttons; Edit, A dd, Delete , and Close . Each of these buttons has a graphic picture and a text label to describe the action the button will perform when Pushed. The Selected button in the group, the A dd button, is noted by the Cursor, a dotted box around the label. You activate a button’s action by Clicking the Mouse on it or by pressing the key when it is the selected button.
DigiGate-700™ for Windows® - User’s Guide 1-7 Windows Controls Figure Figure 1-7 Name Description Window Title Bar The top band of a Window is the Title Bar which holds the main Window Controls. Window Title Bar Window Controls The Window Control Icon, loacated in the upper right corner of the Window (title Bar), will Close, Minimize or Resize the Window.
1-8 Introduction Figure 1-17 Figure 1-16 Installing the DigiGate-700 for Windows Software 1. Before starting the installation process, close all applications running on your computer. 2. On the Windows 95 Task Bar, Click on the Start button. Figure 1-16. 3. Select Settings then Control Panel. Figure 1-16. 4. Double Click on Add/Remove Programs. Figure 1-17.
Publication TitleDigiGate-700™ for Windows® - User’s Guide 1-9 Figure 1-18 Figure 1-19 5. When the Add/Remove Programs window opens, Select the Install/Uninstall tab. 6. Click the Install button. Figure 1-18. DigiGate-700™ for Windows® 7. When the screen shown in Figure 1-19 appears, insert the Disk labeled “DigiGate-700 for Windows Installation Disk #1” into the floppy disk drive “A” or insert the CD-ROM into the CD drive.
1 - 10 Introduction Figure 1-21 Figure 1-20 8. Figure 1-20 shows the prompt you should see in the Command Line text box. If this is not what you see, type “A:\SETUP.EXE.” If you are installing from a CD ROM use the letter of the CD ROM drive in place of the “A.” Do NOT type the quotation marks. 9. Click on the Finish button. 10. Note the Back button. Clicking on this button, at any time it is active, will return you to the previous step in the installation procedure where you can edit the entry. 11.
Publication TitleDigiGate-700™ for Windows® - User’s Guide 1 - 11 Figure 1-22 Figure 1-23 12. Figure 1-22 shows the Welcome window. If you have any other programs running, Click on the Cancel button to close the DigiGate installation, close all other programs that may be running, and restart the Installation. 13. If there are no other programs running, Click on the Next button. 14. Figure 1-23 shows the User Information window. Here you should enter your Name and the Company name. 15.
1 - 12 Introduction Figure 1-24 16. Figure 1-24 shows the Select Program Folder window. You will be asked for a Program Group name. The default is “DigiGate for Windows.” You may accept this, type in your choice, or select from the list of existing groups on your PC. 17. When all is correct, Click on the Next button. Figure 1-25 18. Figure 1-25 shows the Start Copy Files window. This Window shows you the selections you have made to this point.
Publication TitleDigiGate-700™ for Windows® - User’s Guide 1 - 13 Figure 1-27 Figure 1-26 20. After all user information is entered, the Setup window, Figure 1-26, starts the actual installation and shows the progress with the four thermometers on the screen. 21. If you choose to stop the Installation at any time, Click on the Cancel button. 22. If you are installing from floppy disks, you will be asked to change disks several times during the installation procedure. Figure 1-27.
1 - 14 Introduction SiteEdit Information and Installation SiteEdit combines an image editor with a database to allow you to modify your DigiGraphics™ site files easier to work with. A DigiGraphics™ site includes four files: Site.Pcx Large image with unit numbers Zoom.Pcx Small image UnitInfo.Dbf Unit number database UnitInfo.Mdx and index These files must be edited from the DigiGraphics™ disk directory (‘A:\’ drive). Make sure the “Write protect” tab on your diskette is closed.
Chapter 2 Setting Up a New Site Included in this Chapter 1. Introduction ................................................................................. Other information you may need 2. Starting the DigiGate-700 for Windows Program .................... To Start the Program 3. System Setup ............................................................................... Security Levels User IDs Required Fields System Configuration 4. Miscellaneous Setup ..............................................
2-2 Setting Up a New Site Figure 2-1 Figure 2-2 Introduction If your location is using the DOS version of DigiGate, SeeAppendix E before you continue! The DigiGate-700 system has been developed for both large and small locations. Many of the features may not be necessary for your site.
DigiGate-700™ for Windows® - User’s Guide 2-3 Figure 2-3 Figure 2-4 Figure 2-3a 6. When the program has loaded, the DigiGate Log On window will be shown over the DigiGate for Windows Main Screen. Figure 2-3. NOTE: If your DigiGate-700™ for Windows system displays the Information window with a message that the program requires a “Registration Number”, Figure 2-3a, see “Appendix K, Program Registration Codes,” for instructions before continuing. DigiGate-700™ for Windows® 7.
2-4 Setting Up a New Site Figure 2-5 Figure 2-7 Figure 2-6 9. When you Click on OK to continue for the first time, the Information window opens with a prompt of “AutoDetect Com Port.” Figure 2-5. 10. Click on the Yes button to have the system locate the System Controller. 11. This will open the Auto Detect System Controller window. Figure 2-6. 12. Click on the OK button to start the operation or on the Cancel button to continue without the test. 13.
DigiGate-700™ for Windows® - User’s Guide 2-5 Figure 2-8 Figure 2-9 Figure 2-8a System Setup All major configuration of the DigiGate-700 for Windows system is done from the Setup button on the Main screen. Here we will set up Security Levels, User IDs, Required Fields, and Default Values, Unit Information, Credit Card Information, Marketing codes, and other information for analysis of your location and tenants. Security Levels are used to allow or deny access to portions of the system.
2-6 Setting Up a New Site Figure 2-11 Figure 2-10 4. 5. This will open the Define Security Levels window. Figure 2-10. The MG level, Management, is the level shipped with the DigiGate-700 for Windows program. It allows access to all functions in the system. Consider this to be the Top Level or master security level in the system. Click on the Add button to enter another security level. 6. 7. This will open the Add Security Level window. Figure 2-11. The window opens with blank fields.
DigiGate-700™ for Windows® - User’s Guide Figure 2-12 8. 9. Next, Click on the Options tab which will show the screen in Figure 2-12. Click on the check boxes to Select or Deselect each option as preferred. NOTE: The Setup Menu allows access to Security and all configuration settings for the system. The Setup Menu box should be unchecked for any user that should not have access to these options. 10.
2-8 Setting Up a New Site Figure 2-15 Figure 2-14 User IDs 1. 2. 3. From the System Setup tab of the Setup Menu, Figure 2-9, Page 2-5, Click on the User Ids button. This will open the User IDs window. Figure 2-14. To add a new user, Click on the Add button. 4. 5. 6. 7. This will open the Add a new User ID window. Figure 2-15. Select the User ID field and enter a new 4 character user name. We have used “JOE1” here. Figure 2-15. Select the Password field and type in a 4 character password.
DigiGate-700™ for Windows® - User’s Guide Figure 2-16 8. Select the Security Level list box by Clicking on the data area or the down arrow at the right side of the data area. The list will drop down showing the available security levels. Figure 2-16. 9. Select the proper security level by Clicking on the text. The box will close and your selection will be displayed. 10. Click on the Activity Log tab to display the setup window. Figure 2-17.
2 - 10 Setting Up a New Site Figure 2-19 Figure 2-18 16. To edit a User’s settings, Select the user in the list. Figure 2-14, Page 2-8. 17. Click on the Edit button. The Edit User ID window will open. Figure 2-18. This window is the same as the Add window. Change the information you want and Click on the OK button to accept the changes or the Cancel button to discard the changes. 18. To Delete an existing User, Click on the line you want to delete in the white portion of the User IDs window.
DigiGate-700™ for Windows® - User’s Guide 2 - 11 Figure 2-20 Figure 2-21 Required Fields 1. 2. 3. 4. 5. From the System Setup tab of the Setup Menu, Figure 2-9, Page 2-5, Click on the Required Fields button. This will open the Required Fields window. Figure 2-20. The window opens with the Tenant Information tab active. The Last Name field is the only listed field that is required for DigiGate700 for Windows, all others are optional for your use.
2 - 12 Setting Up a New Site Figure 2-22 Figure 2-23 System Configuration The System Configuration window is used to set the default values for the DigiGate-700 for Windows system. The information here will be entered into every new tenant record automatically, saving you data entry time. This tenant information may be changed in the tenant record for cases that do not match the default.
DigiGate-700™ for Windows® - User’s Guide 2 - 13 Figure 2-24 7. 8. The six list boxes are shown in Figure 2-24, with the defaults values that are shipped with the DigiGate-700 for Windows program. If these are not sufficient for your needs; see the next section, Miscellaneous Setup, to change the Tenant Profile, Marketing, Insurance, or Credit Card codes, or the following section, System Controller Setup, to change the Time Zones. Both of these sections are in this chapter.
2 - 14 Setting Up a New Site Figure 2-26 12. The Default Security Level list box holds all of the security levels that were set up earlier in this section. If the User IDs is activated, this selection will be used as the default level for any new users you add. Figure 2-26. 13. To set the Default Security Level, Click on the text area or the down arrow at the right side of text area to open the list. 14. Click on the level you want as default. 15. The list will close and your selection will be displayed.
DigiGate-700™ for Windows® - User’s Guide 2 - 15 Figure 2-28 Figure 2-29 Remote Software - Site Definitions This section ONLY applies to systems using the Remote version of the software. Systems that use the Standard version software will not have the Site button on their Main Menu, Figure 2-8, Page 2-5, or the Define Site button on the System Setup tab of the Setup Menu, Figure 2-28. 1. From the System Setup tab of the Setup Menu, Click on the Define Sites button. Figure 2-28. 2.
2 - 16 Setting Up a New Site Figure 2-30 4. 5. The Modify Site screen opens with the Site Name tab active. This screen holds the Site Number, Site Name, and Address information. Figure 2-30. Enter the information requested and click on the Other Info tab. Figure 2-31 6. 7. 8. 9. This screen holds the phone number to the modem at the site, if this is a remote site, and the location of the Unit and Tenant data files for this site. Figure 2-31.
DigiGate-700™ for Windows® - User’s Guide 2 - 17 Figure 2-32 Figure 2-33 Miscellaneous Setup This section deals with information about your tenants, their use of the Unit, payment method, etc. The information in this section can be set as the default for fields to be entered at Move-In. It may also be modified at the time of Move-In when necessary. You may also decide which of these are needed for your location and make them Required Fields. See page 2-11. Tenant Profile Codes 1.
2 - 18 Setting Up a New Site Figure 2-34 4. 5. 6. 7. 8. This will open the Add Profile Types window. Figure 2-34. Select the Profile Type field and type in a new 2 character code. The characters will always display as capitals. Select the Description field and type in your description. Click on OK to accept and add a new type or Cancel to discard the information entered. To edit an existing type, Select the record you want to edit in the Modify Profile Types window. Click on the Edit button.
DigiGate-700™ for Windows® - User’s Guide 2 - 19 Figure 2-36 Figure 2-37 Marketing Codes 1. Click on the Misc Setup tab of the Setup Menu, then Click on the Marketing button. Figure 2-36. DigiGate-700™ for Windows® 2. 3. This will open the Modify Marketing Types window. Figure 2-37. To add a new code, Click on the Add button. Figure 2-37.
2 - 20 Setting Up a New Site Figure 2-38 4. 5. 6. 7. 8. This will open the Add Marketing Types window. Figure 2-38. Select the Marketing Type field and type in a new 2 character code. The characters will always display as capitals. Select the Description field and type in your description. Click on OK to accept and add a new type or Cancel to discard the information entered. To edit an existing type, Select the record you want to edit in the Modify Marketing Types window. Click on the Edit button.
DigiGate-700™ for Windows® - User’s Guide 2 - 21 Figure 2-40 Figure 2-41 Insurance Codes 1. Click on the Misc Setup tab of the Setup Menu, then Click on the Insurance button. Figure 2-40. DigiGate-700™ for Windows® 2. 3. This will open the Modify Insurance Types window. Figure 2-41. To add a new code, Click on the Add button. Figure 2-41.
2 - 22 Setting Up a New Site Figure 2-42 4. 5. 6. 7. 8. This will open the Add Insurance Types window. Figure 2-42. Select the Insurance Type field and type in a new 2 character code. The characters will always display as capitals. Select the Description field and type in your description. Click on OK to accept and add a new type or Cancel to discard the information entered. To edit an existing type, Select the record you want to edit in the Modify Insurance Types window. Click on the Edit button.
DigiGate-700™ for Windows® - User’s Guide 2 - 23 Figure 2-44 Figure 2-45 Credit Card Codes 1. Click on the Misc Setup tab of the Setup Menu, then Click on the Credit Card button. Figure 2-44. DigiGate-700™ for Windows® 2. 3. This will open the Modify Credit Card Types window. Figure 2-45. To add a new code, Click on the Add button. Figure 2-45.
2 - 24 Setting Up a New Site Figure 2-46 4. 5. 6. 7. 8. This will open the Add Credit Card Types window. Figure 2-46. Select the Credit Card Type field and type in a new 2 character code. The characters will always display as capitals. Select the Description field and type in your description. Click on OK to accept and add a new type or Cancel to discard the information entered. To edit an existing type, Select the record you want to edit in the Modify Credit Card Types window. Click on the Edit button.
DigiGate-700™ for Windows® - User’s Guide 2 - 25 Figure 2-48 Figure 2-49 System Controller Setup This section deals with technical information about your Site and the way your Gate System will operate. You may decide that one or two of these are not necessary for your location. Time Zones 1. Click on the SysCon Setup tab of the Setup Menu, then Click on the Time Zone button. Figure 2-48. 2. This will open the Define Time Zones window. Figure 2-49.
2 - 26 Setting Up a New Site Figure 2-50 4. 5. 6. 7. This will open the Time Zones window. Figure 2-50. Select the Number field and type in a new zone number between 1 and 64. Select the Description field and type in your description. Enter the times for “Sunday.” The OPEN column is the time your system will start to allow entry to your site, and the CLOSED column is the time when it will stop allowing entry.
DigiGate-700™ for Windows® - User’s Guide 2 - 27 Figure 2-52 Figure 2-53 Door Alarms This section applies ONLY if you have individual Door Alarms. If there are NO individual Door Alarms at your location, skip this section. 1. 2. Click on the SysCon Setup tab of the Setup Menu, then Click on the Door Alarms button. Figure 2-52. This will open the Door Alarm Options window. Figure 2-53. 4.
2 - 28 Setting Up a New Site Figure 2-55 Figure 2-54 Defining Holidays 1. 2. Click on the SysCon Setup tab of the Setup Menu, then Click on the Holidays button. Figure 2-52, Page 2-27. This will open the Define Holidays window. Figure 2-54. 4. 5. 6. NOTE: The DigiGate-700 for Windows system ships with NO pre-defined Holidays. 3. To add a new holiday, Click on the Add Button. Figure 2-54. 7. 8. 9. 10. 11. 12. 13. This will open the Holidays window. Figure 2-55.
DigiGate-700™ for Windows® - User’s Guide 2 - 29 Figure 2-57 Figure 2-56 Figure 2-57a Serial Port The configuration of the serial port is different for local and remote sites. As stated before, remote systems are connected to modems that communicate over phone lines by the TAPI interface provided in Windows 95.
2 - 30 Setting Up a New Site Figure 2-58 Figure 2-59 Unit Setup This section deals with what information you want to maintain at your location. Unit Types, Unit Features, Door Types, Floor Types, and Unit Sizes are all optional information. The necessity of entering information here will be determined by what you entered in the Required Fields section. You may decide that one or more of these items is not necessary for your location. Simply skip those sections. Unit Types 1.
DigiGate-700™ for Windows® - User’s Guide 2 - 31 Figure 2-60 4. 5. 6. 7. 8. This will open the Add Unit Type window. Figure 2-60. Select the Unit Type field and type in a 2 character type code. The entry will always be capitalized. Select the Description field and type in your description. Click on OK to accept and add a new type or Cancel to discard the information entered. To edit an existing Unit Type, Select the record you want to edit in the Modify Unit Types window. Figure 2-59, Page 2-30.
2 - 32 Setting Up a New Site Figure 2-63 Figure 2-62 Unit Features 1. 2. Click on the Unit Setup tab of the Setup Menu, then Click on the Unit Features button. Figure 2-58, Page 2-30. This will open the Modify Unit Features window. Figure 2-62. NOTE: The DigiGate-700 for Windows system ships with three predefined Unit Features: “Climate Control,” “Door Alarms,” and “Interior Electric.” 3. To add a new type, Click on the Add button. Figure 2-62. 4. This will open the Add Unit Feature window.
DigiGate-700™ for Windows® - User’s Guide 2 - 33 Figure 2-64 Figure 2-65 Door Types 1. Click on the Unit Setup tab of the Setup Menu, then Click on the Door Types button. Figure 2-64. 2. This will open the Modify Door Types window. Figure 2-65. NOTE: The DigiGate-700 for Windows system ships with two predefined Door Types: “Rollup Door” and “Swing Door.” 3. DigiGate-700™ for Windows® To add a new type, Click on the Add button. Figure 2-65.
2 - 34 Setting Up a New Site Figure 2-66 4. 5. 6. 7. This will open the Add Door Type window. Figure 2-66. Select the Door Type field and type in a 2 character type code. The entry will always be capitalized. Select the Description field and type in your description. Click on OK to accept and add a new type or Cancel to discard the information entered. Figure 2-67 8. 9. 10. 11. 12. 13. To edit an existing Door Type, Select the record you want to edit in the Modify Door Types window.
DigiGate-700™ for Windows® - User’s Guide 2 - 35 Figure 2-68 Figure 2-69 Floor Types 1. Click on the Unit Setup tab of the Setup Menu, then Click on the Floors button. Figure 2-68. 2. This will open the Modify Floor Types window. Figure 2-69. NOTE: The DigiGate-700 for Windows system ships with one predefined Floor Type: “Ground Level.” 3. DigiGate-700™ for Windows® To add a new type, Click on the Add button. Figure 2-69.
2 - 36 Setting Up a New Site Figure 2-70 4. 5. 6. 7. This will open the Add Floor Type window. Figure 2-70. Select the Floor Type field and type in a 2 character type code. The entry will always be capitalized. Select the Description field and type in your description. Click on OK to accept and add a new type or Cancel to discard the information entered. Figure 2-71 8. 9. 10. 11. 12. 13. To edit an existing Floor Type, Select the record you want to edit in the Modify Floor Type window.
DigiGate-700™ for Windows® - User’s Guide 2 - 37 Figure 2-72 Figure 2-73 Unit Sizes 1. Click on the Unit Setup tab of the Setup Menu, then Click on the Unit Sizes button. Figure 2-72. 2. This will open the Modify Unit Sizes window. Figure 2-73. NOTE: The DigiGate-700 for Windows system ships with NO predefined Unit Sizes. 3. DigiGate-700™ for Windows® To add a new type, Click on the Add button. Figure 2-73.
2 - 38 Setting Up a New Site Figure 2-74 4. This will open the Add Unit Size window. Figure 2-74. 5. Select the Unit Size field and type in a description. 6. Select the Square Feet field and type in the actual floor feet. 7. Select the Height field and type in the actual unit height. 8. Select the Price field and type in the actual unit rental price. 9. Click on OK to accept and add new information or Cancel to discard the information entered. 10.
DigiGate-700™ for Windows® - User’s Guide 2 - 39 Figure 2-76 Figure 2-77 Adding Units Before you can rent units at your location, you must create (add) the units in the DigiGate database. This procedure can be very simple or more involved depending on what information you have chosen to maintain in the “Required Fields” section, how your site is numbered, and how your units types are laid out.
2 - 40 1. Setting Up a New Site Figure 2-78 Figure 2-79 Unit Size Information Misc Unit Information If you selected Unit Size as a Required Field, Click on the Size tab and Select the proper size description from the Size list box. The Square Feet, Height, and Price fields will display the information you entered earlier in the set up procedure. Figure 2-78. 1.
DigiGate-700™ for Windows® - User’s Guide 2 - 41 Figure 2-80 Figure 2-81 Unit Features 1. If you selected Feature 1, Feature 2, or Feature 3 as Required Fields, click on the Features tab and select the proper features from the appropriate list boxes. Figure 2-80. 3. Door Alarm Options NOTE: The following features deal strictly with systems that have individual door alarms. Most of these systems have been set up by Digitech International, Inc.
2 - 42 Setting Up a New Site Figure 2-83 Figure 2-82 Deleting Units Deleting Units is required occasionally when major changes are made to a site or when you have loaded a range of units that includes some non existent ones. This feature allows you to remove unwanted units when necessary. 1. 2. 3. 4. 5. Click on the Unit Setup tab of the Setup Menu, then Click on the Delete Units button. Figure 2-76, Page 2-39. This will open the Delete Units window. Figure 2-82.
DigiGate-700™ for Windows® - User’s Guide 2 - 43 Figure 2-85 Figure 2-84 Modifying Units Modifying Units may be used to do price changes, unit feature changes, or fix errors found from the initial loading of units. The unit screen is basically the same as that found in the Add Units section. Finding a Unit 1. Click on the Unit Setup tab of the Setup Menu, then Click on the Modify Units button. Figure 2-84. 2. This will open the Modify Unit Information window. Figure 2-85.
2 - 44 Setting Up a New Site Figure 2-86 Figure 2-87 Size 1. 2. This will open the Modify Unit (number) window with the Size tab active. Figure 2-86. To modify the unit’s size code, Click on the Size tab and Select the proper size description from the Size list box. The Square Feet, Height, and Price fields will display the information you entered earlier in the set up procedure. Figure 2-86. Misc 1.
DigiGate-700™ for Windows® - User’s Guide 2 - 45 Figure 2-88 Figure 2-89 Features 1. Door Alarms To modify Feature 1, Feature 2, or Feature 3, Click on the Features tab and Select the proper features from the appropriate list boxes. Figure 2-88. NOTE: The following features deal strictly with systems that have individual door alarms.
2 - 46 Setting Up a New Site Figure 2-91 Figure 2-90 Unit Status 1. 2. 3. To modify the unit status, Click on the Unit Status tab. Select (check) or Deselect (uncheck) the Mark this unit as damaged check box as needed. Figure 2-90. Click on the OK button to modify the unit or on the Cancel button to abandon the operation. 4. 5. This opens the Confirm window with a prompt of “Modify Unit.” Figure 2-91.
DigiGate-700™ for Windows® - User’s Guide 2 - 47 Figure 2-92 Figure 2-93 Options Setup This section deals with specific options that may be purchased with your DigiGate-700 for Windows system. If any of these options are included in your system, use the instructions below, in addition to the instructions in previous sections, to complete the setup of your Site.
2 - 48 Setting Up a New Site Figure 2-95 Figure 2-94 4. This will open the Edit message window. Figure 2-94. 5. 6. Make any changes you need as shown in Figures 2-94 and 2-95. Click on the LCD Screen tab. Figure 2-95. NOTE: The Message Number is always assigned by the system. You cannot edit this number, only the description, activity code, message, timer, count, and the Keypads that it will be displayed on.
DigiGate-700™ for Windows® - User’s Guide Figure 2-96 7. 8. 9. This will open the Edit message screen. Figure 2-96. Line One, Line Two, Line Three, and Line Four are the fields where you can edit the message text. Make any changes you need to, the text will appear in the simulated LCD screen above as it would at the keypad. When done, Click on the OK button. DigiGate-700™ for Windows® 2 - 49 Figure 2-97 10. This will return you to the Add/Edit LCD Message window.
2 - 50 Setting Up a New Site Figure 2-98 1. Figure 2-99 Adding Custom Messages Click on the Add button on the Add/Edit LCD 2. This will open the Create new message Messages window. Figure 2-98. window. Figure 2-99. 3. The Message Number and the Activity Code are preset in this screen and cannot be changed. 4. In the Description field, type in your name for this message. Make sure the name will remind you of the full message. Figure 2-99. 5.
DigiGate-700™ for Windows® - User’s Guide Figure 2-100 Figure 2-100. 10. You can type your message in the four line fields and see a representation of the way it will look on the LCD Keypad screen in the display above the text fields. 11. Click on the OK button to save the new message or on the Cancel button to discard the message. 12. This will return you to the Add/Edit LCD DigiGate-700™ for Windows® 2 - 51 Figure 2-101 Message window. Click on the Close button or Select another function.
2 - 52 Setting Up a New Site Figure 2-103 Figure 2-102 1. 2. 3. Deleting Custom Messages Select the message you want to delete in the 4. Click on the Yes button to delete the message listbox. Figure 2-102. or on the No button to abandon the operation. Click on the Delete button on the Add/Edit 5. This will return you to the Add/Edit LCD LCD Messages window. Figure 2-102. Message window. Figure 2-102. This will open a Confirm window. 6. Click on the Close button or Select another Figure 2-103. function.
Chapter 3 Operating Instructions Included in this Chapter 1. Introduction ................................................................................... Running DigiGate-700 for Windows 2. Move In .......................................................................................... Renting a Unit 3. Move Out ....................................................................................... Vacating a Unit 4. Delinquent .........................................................................
3-2 Operating Instructions Figure 3-1 Figure 3-2 Introduction This section deals with the operation of the DigiGate-700 for Windows program. The Setup button of the Main Menu was covered in Chapter 2. This chapter covers the other 12 buttons on the Main Menu to provide a step by step guide of every operation in the program. This is the complete reference for normal use of the program.
DigiGate-700™ for Windows® - User’s Guide 3-3 Figure 3-3 Figure 3-4 4. This will open a list box of size codes. Select one of the choices. Figure 3-3. 5. This will open a list box of all vacant units for that size code. Figure 3-4. NOTE: From this list, you can view the codes for the unit’s features, which should aid in selecting the correct type of unit for your new tenant. 6. DigiGate-700™ for Windows® Select a unit from the list and Click on the OK button.
3-4 Operating Instructions Figure 3-5 Figure 3-6 Tenant Information 1. This will open the Move In Tenant window with the Tenant tab active. Figure 3-5. Misc Information 1. NOTE: The information that you must enter here depends on what was set as Required Fields in Chapter 2, Page 2-11. The tenant’s Last Name is always required. The fields you have set up as Default Values in Chapter 2, Page 2-12, will already be filled out. 2. 3. Enter the information desired. Click on the Misc tab.
DigiGate-700™ for Windows® - User’s Guide 3-5 Figure 3-7 Figure 3-8 Access Information 1. 2. 3. 4. This activates the screen for Access Information, which is required. Figure 3-7. Enter a unique Access Number and select a Keypad Zone and a Time Zone from the list boxes. There are two Misc Options check boxes. The first allows you to prevent a tenant from ever being locked out or made delinquent. You may use this for Management units or for trade outs for services, etc.
3-6 Operating Instructions Figure 3-9 Figure 3-10 Authorized Information 1. 2. 3. 4. This activates a screen where you can add other users of the unit who will have a different Access Number. Figure 3-9. Enter the First Name and Last Name in the appropriate fields. Enter a unique Access Number. Select a Keypad Zone and a Time Zone from the list boxes. NOTE: The same system required fields also apply to Other Authorized Tenants. These are Last Name, Keypad Zone, Time Zone, and a unique Access Code. 5.
DigiGate-700™ for Windows® - User’s Guide 3-7 Figure 3-11 Figure 3-12 Linking Units NOTE: The DigiGate-700 for Windows program will allow you to rent multiple units to the same tenant and allow the tenant to use one access code for all the units rented. This is called “Linking” units. All of the units that are linked will contain the same tenant information.
3-8 Operating Instructions Figure 3-13 Figure 3-14 Move Out (Vacating a Unit) 1. From the Main Menu, Click on the Move Out button. Figure 3-13. 2. 3. This will open the Select Unit to Move Out screen. Figure 3-14. Enter a valid unit number in the Unit Number field and Click on the OK button to open the Move Out Tenant window. Figure 3-16, Page 3-9. OR If you want to find a tenant by last name, Click on the Last Name field and enter all or part of the tenant’s last name and Click on the OK button.
DigiGate-700™ for Windows® - User’s Guide 3-9 Figure 3-16 Figure 3-15 4. This will open a list of tenants with their unit numbers. Select one of the choices and, Click on the OK button. Figure 3-15. 5. This will open the Move Out Tenant window with the Tenant tab active. Figure 3-16. NOTE: All information here has been disabled (you cannot edit any information), the view is only to let you verify that you have selected the correct tenant. 6.
3 - 10 Operating Instructions Figure 3-17 7. 8. Clicking on the OK button, Figure 3-16, Page 3-9, will open the Confirm window, Figure 3-17, if Verify Prompts is set to Yes in the User IDs setup. Click Yes to vacate the selected unit or No to return to the Move Out Tenant window. Figure 3-18 9. If this unit is Linked with any other unit(s), the Confirm window will appear asking if you want to “Move out linked units?” Figure 3-18. 10.
DigiGate-700™ for Windows® - User’s Guide 3 - 11 Figure 3-19 Figure 3-20 Delinquent (Making a Tenant Delinquent or Paid Up) This selection on the Main Menu is used to mark tenant accounts delinquent or to make them current. The status of the unit selected will determine which screen is shown. i.e. If the tenant is delinquent, a screen to make them Paid Up will display. If the unit is paid up, a screen to make them Delinquent will display. Selecting a Unit or Tenant 1. 2. 3.
3 - 12 Operating Instructions Figure 3-22 Figure 3-21 Making Tenants Delinquent 1. After making the selection, Figure 3-20, Page 311, the tenant screen will open with one of two titles, depending on the state of the unit. If the unit’s status is Rented, the Make Tenant Delinquent window will open. Figure 3-21. 3. 4. If you Clicked the OK button, the Confirm window, Figure 3-22, will open if Verify Prompts is set to Yes in the User IDs setup.
DigiGate-700™ for Windows® - User’s Guide 3 - 13 Figure 3-24 Figure 3-23 Making Tenants Paid Up 1. After making the selection, Figure 3-20, Page 311, the tenant screen will open with one of two titles depending on the state of the unit. If the unit’s status is Delinquent, the Make Tenant Paid Up window will open. Figure 3-23. NOTE: All information here has been disabled (you cannot edit any information), the view is only to let you verify that you have selected the correct tenant. 2. 3.
3 - 14 Operating Instructions Figure 3-25 Figure 3-26 Transfer (Move/Copy Tenant Record to Another Unit) This selection on the Main Menu is used to move a tenant from one unit to another or to link one or more additional units to a tenant. When we use the term “Copy,” we are referring to “Linking.” When units are linked, they carry the same information on the tenant since they are all retrieving the same tenant record.
DigiGate-700™ for Windows® - User’s Guide 3 - 15 Figure 3-28 Figure 3-27 4. This will open a list of tenants with their unit numbers. Select one of the choices and Click on the OK button. Figure 3-27. 5. The Select units to transfer/copy to window will open. Figure 3-28. NOTE: The unit you selected from the screen in Figure 3-26, Page 3-14, or Figure 3-27 is the source unit, or unit you are copying from or moving.
3 - 16 Operating Instructions Figure 3-29 8. 9. The Confirm window, Figure 3-29, will open if Verify Prompts is set to Yes in the User IDs setup. Click Yes to link the selected unit, or No to return to the Select units to transfer/copy to screen. Figure 3-30 10. Click on the Transfer button, Figure 3-30, if you want to move the tenant from one unit to another. NOTE: The tenant is moved out of the old or Source unit and moved into the new or Target unit.
DigiGate-700™ for Windows® - User’s Guide Figure 3-31 11. The Confirm window, Figure 3-31, will open if Verify Prompts is set to Yes in the User IDs setup. 12. Click Yes to transfer the tenant and return to the Main Menu, or No to return to the Select units to transfer/copy to screen without transferring the tenant. DigiGate-700™ for Windows® 3 - 17 Figure 3-32 13. Click on the Done button to return to the Main Menu. Figure 3-32.
3 - 18 Operating Instructions Figure 3-33 Figure 3-34 Find (Finding/Editing Unit or Tenant Information) This selection on the Main Menu is used to find tenants or units and edit the tenant information. In general, the instructions here will follow those in the “Move In” section of this chapter. NOTE: If the fields on this screen are dimmed grey and you cannot edit any information, the fields have been disabled. Check the title bar of the window for the phrase “RECORD LOCKED.
DigiGate-700™ for Windows® - User’s Guide 3 - 19 Figure 3-35 Figure 3-36 4. This will open a list of tenants with their unit numbers. Select one of the choices and click on the OK button. Figure 3-35. 5. This will open the Find/Edit Unit Information window with the Tenant tab active. Figure 3-36. NOTE: The information that you must enter here depends on what was set as “Required Fields” in “Chapter 2, Page 2-11.” The tenant’s Last Name is always required. 6. 7. Change the information desired.
3 - 20 Operating Instructions Figure 3-37 8. This will activate a screen for additional Tenant Information, Credit Card Information, and Marketing Information. Figure 3-37. 9. Change the information desired. 10. When you have completed this screen, click on the Access tab. Figure 3-38 11. This activates the screen for Access Information, which is required. Figure 3-38. 12. Change the information desired. 13. When you have completed this screen, click on the Unit tab.
DigiGate-700™ for Windows® - User’s Guide Figure 3-39 14. This will activate a screen for reviewing the unit information on the tenant. Figure 3-39. NOTE: This screen is only for viewing the information. See” Modifying Units,” Page 2-41 in Chapter 2, to change the unit information. 15. Click on the Display Graphics button to highlight their unit on the Site Monitor if you have the DigiGraphics option. 16. When you are finished reviewing the unit information, Click on the Authorized tab.
3 - 22 Operating Instructions Figure 3-42 Figure 3-41 23. To add a new Authorized Tenant to the list Click on the New button. Figure 3-41. 24. This will add a new record to the Other Authorized Tenants list box and blank the fields in the Other Authorized area of the screen. 25. Enter the First Name and Last Name in the appropriate fields and a unique Access Code. 26. Select a Keypad Zone and a Time Zone from the list boxes. NOTE: The same system required fields also apply to Other Authorized Tenants.
DigiGate-700™ for Windows® - User’s Guide 3 - 23 Figure 3-45 Figure 3-44 35. This activates the text area where you can add to or edit any of the information there. Figure 3-44. 36. To edit the Notes in the text area, Click in the text area and type freely. NOTE: There are two buttons just above the text area. One appears as a calendar and will insert the date at the cursor when Clicked. The second is a clock and will insert the current time at the cursor when Clicked. 37.
3 - 24 Operating Instructions Figure 3-46 Figure 3-47 Gate (Operate the Gate) The Gate option on the main menu opens one window and allows you to open the gate (run through normal open/close sequence), hold the gate open (lock the gate in the open position), and close a gate that has been held open. Only two decisions need be made: which action to take, and which gate to take it on. 1. From the Main Menu, Click on the Gate button. Figure 3-46. 2. 3. This will open the Open Gates window. Figure 3-47.
DigiGate-700™ for Windows® - User’s Guide 3 - 25 Figure 3-48 4. Click on the Select control point to open list box and Select one of the choices. Figure 3-48. NOTE: The “Gate One,” “Gate Two,” etc. in the list are Control Points, not gates on your site. Control points are usually associated with Keypads or other entry devices. The gate on your site that normally opens when you use the entry device, is the one that will open when that control point is chosen.
3 - 26 Operating Instructions Figure 3-51 Figure 3-52 Figure 3-50 Reports The Reports option on the Main Menu, Figure 3-46, Page 3-24, is the method you will use to display and print the information about your tenants and their renting preferences, your units, and other information you have gathered. Each report, when run, will first display on the screen in a report display window which is consistent throughout this section. Each report window will be titled with the report title.
DigiGate-700™ for Windows® - User’s Guide 3 - 27 Figure 3-53 Figure 3-55 Figure 3-54 Printing Reports 1. 2. 3. 4. 5. The third group, Figure 3-53, controls the printing of the report displayed. Click on the first or left button for printer setup. Figure 3-53. This opens the Windows 95 Print window. Figure 3-54. Here you can Select the printer to use, the range of pages to print, and the number of copies of each page to print.
3 - 28 Operating Instructions Figure 3-56 Figure 3-58 Figure 3-57 Saving and Opening Saved Reports 1. 2. 3. 4. 5. The fourth group, Figure 3-56, controls the saving of the report displayed and opening files saved previously. Click on the first or left button, Figure 3-56. This opens the Save As window. Figure 3-57. Type the name you want to save the report as in the File Name field. Click on the Save button to save the report or the Cancel button to abandon the operation. Figure 3-57. 6.
DigiGate-700™ for Windows® - User’s Guide 3 - 29 Figure 3-59 Figure 3-60 Common Elements of Reports 1. 2. 3. The report page has certain common elements for all reports generated. Figure 3-59 shows the report header. In the header, the first line is the Site name. The second line is the report title and the third is the column headings for the report. Figure 3-59. DigiGate-700™ for Windows® 4. 5. 6. Figure 3-60 shows the report footer.
3 - 30 Operating Instructions Figure 3-61 Figure 3-62 Unit Reports This section now shows how to run the Unit Reports and looks at the format of each report. The controls for each of the reports in the display window are identical and have been explained completely in the previous pages. When the Report Menu opens, the Unit Reports tab is active. 1. 2. Delinquent Units From the Main Menu, Figure 3-46, Page 3-24, 3.
DigiGate-700™ for Windows® - User’s Guide 3 - 31 Figure 3-63 1. 2. Figure 3-64 All Units From the Main Menu, Figure 3-46, Page 3-24, 3. Click on the Report button to open the Report Menu window. Figure 3-63. Click on the All Units button. 4. This will open the report display window with the title of All Units and run the All Units report. Figure 3-64. The columns displayed are: Unit Number, Size, Sq. Feet, Price, and Status.
3 - 32 Operating Instructions Figure 3-65 1. 2. Figure 3-66 Rented Units From the Main Menu,Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Rented Units and run the Rented Menu window. Figure 3-65. Units report. Figure 3-66. Click on the Rented Units button. 4. The columns displayed are: Unit Number, First Name, Last Name, Company, and Status. The Status value is shown as R for Rented or D for Delinquent. 5.
DigiGate-700™ for Windows® - User’s Guide Figure 3-67 1. 2. 3 - 33 Figure 3-68 Vacant Units From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Vacant Units and run the Menu window. Figure 3-67. Vacant Units report. Figure 3-68. Click on the Vacant Units button. 4. The columns displayed are: Unit Number, Size, Sq. Feet, Height, Price, and Vacant Since. 5.
3 - 34 Operating Instructions Figure 3-69 1. 2. Figure 3-70 Linked Units From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Linked Units and run the Menu window. Figure 3-69. Linked Units report. Figure 3-70. Click on the Linked Units button. 4. The columns displayed are: Unit, and Linked Unit. 5. The are NO totals at the end of the report. 6. Click on the Close button to return to the Report Menu.
DigiGate-700™ for Windows® - User’s Guide Figure 3-71 1. 2. 3 - 35 Figure 3-72 Damaged Units From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Unrentable Units and run the Menu window. Figure 3-71. Damaged Units report. Figure 3-72. Click on the Damaged Units button. 4. The columns displayed are: Unit Number, Size, Sq. Feet, Door Type, Floor, Price, and Date the unit was marked damaged. 5.
3 - 36 Operating Instructions Figure 3-73 1. 2. Figure 3-74 Marketing From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Marketing and run the Menu window. Figure 3-73. Marketing report. Figure 3-74. Click on the Marketing button. 4. The rows displayed here are: Drive By, Previous Tenant, Referral, and Yellow Pages. 5.
DigiGate-700™ for Windows® - User’s Guide Figure 3-75 1. 2. 3 - 37 Figure 3-76 Authorized From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Authorized Tenants and run the Menu window. Figure 3-75. Authorized Tenants report. Figure 3-76. Click on the Authorized button. 4. The columns displayed are: Unit Number, First Name, Last Name, Access Number, Time Zone, and Keypad Zone. 5.
3 - 38 Operating Instructions Figure 3-77 1. 2. Figure 3-78 Never Locked From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Never Locked Units and run the Menu window. Figure 3-77. Never Locked Units report. Figure 3-78. Click on the Never Locked button. 4. The columns displayed are: Unit Number, First Name, Last Name, and Company Name. 5.
DigiGate-700™ for Windows® - User’s Guide 3 - 39 Figure 3-80 Figure 3-79 1. 2. 3. Custom Report Info box, an Information window appears From the Main Menu, Figure 3-46, Page 3-24, Click on the Report button to open the Report stating that Tenant Info is not available for Menu window. Figure 3-77, Page 3-38. Vacant Units or All Units. Figure 3-80. Click on the Custom Report button. 7. Click on the OK button. This will open the Custom Report window 8. This will return you to the Unit Info window.
3 - 40 Operating Instructions Figure 3-81 9. 8. Click on the Tenant Info tab. Figure 3-81. The Tenant Info window will be shown where you may Select values to limit the selection further for the report. Figure 3-81. 9. When all selections have been made, Click on the OK button to run and display the report or the Cancel button to abandon the operation. 10. Clicking on the OK button, Figure 3-81, will Figure 3-82 open the report display window with the title of Custom Report and run the Custom Report.
DigiGate-700™ for Windows® - User’s Guide Figure 3-83 1. 2. 3 - 41 Figure 3-84 Days Vacant From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the report display window with Click on the Report button to open the Report the title of Number of days units vacant Menu window. Figure 3-83. and run the Days Vacant report. Figure 3Click on the Days Vacant button. 84. 4. The columns displayed here are: Unit, Vacant Since (Date), Rent (Amount), and Number Days (Vacant). 5.
3 - 42 Operating Instructions Figure 3-85 1. 2. Figure 3-86 Mailing Labels From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the Mailing Labels window Click on the Report button to open the Report with the Unit Info tab active. Figure 3-86. Menu window. Figure 3-85. NOTE: The fields on this and the Tenant Info Click on the Mailing Labels button. screen allow you to filter or select records based on the fields.
DigiGate-700™ for Windows® - User’s Guide 3 - 43 Figure 3-87 6. 7. The Tenant Info window will be shown where you may Select values to limit the selection further for the report. Figure 3-87. When all selections have been made, Click on the OK button to run and display the report or the Cancel button to abandon the operation. DigiGate-700™ for Windows® Figure 3-88 8. Clicking on the OK button, Figure 3-87, will open the report display window with the title of Labels and run the mailing label report.
3 - 44 Operating Instructions Figure 3-89 Figure 3-90 Misc Reports This section shows how to run the Misc Reports and looks at the format of each report. The controls for each of the reports in the display window are identical and have been explained completely at the beginning of this chapter. When the Report Menu opens, the Unit Reports tab is active. Click on the Misc Reports tab to activate it. 1. 2.
DigiGate-700™ for Windows® - User’s Guide 3 - 45 Figure 3-92 Figure 3-91 Figure 3-93 1. 2. Setup Info From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the Confirm window with the Click on the Report button to open the Report prompt Print setup information. Menu window. Click on the Misc Reports Figure 3-92. tab. Figure 3-91. 4. Click on the Yes button to print the reports or Click on the Setup Info. button. on the No button to return to the Report Menu.
3 - 46 Operating Instructions Figure 3-94 Figure 3-95 Activity Reports This section shows how to run the Activity Reports and looks at the format of each report. The controls for each of the reports in the display window are identical and have been explained completely at the beginning of this chapter. When the Report Menu opens, the Unit Reports tab is active. Click on the Activity Reports tab to activate it. 1. 2. Onsite From the Main Menu, Figure 3-46, Page 3-24, 3.
DigiGate-700™ for Windows® - User’s Guide 3 - 47 Figure 3-97 Figure 3-96 1. 2. Activity Log 3. This will open the Select activities to be From the Main Menu, Figure 3-46, Page 3-24, displayed window with the Activity tab Click on the Report button to open the Report active. Figure 3-97. Menu window. Click on the Activity 4. You can select the types of activity that you Reports tab. Figure 3-96. want to include in the report by Selecting Click on the Activity Log button.
3 - 48 Operating Instructions Figure 3-98 Figure 3-100 Figure 3-99 7. 8. 9. 10. 11. 12. 13. 14. This opens the Criteria window where you can select a specific Unit Number or a date range for the activities on the report. Figure 3-98. To limit the report to a specific unit, type a valid unit number into the Unit Number field. Figure 3-98. To enter a date range, Select the month, day, or year and type your choice or Click on the down arrow to the right of the Starting Date field. Figure 3-98.
DigiGate-700™ for Windows® - User’s Guide Figure 3-101 1. 2. 3 - 49 Figure 3-102 Transactions From the Main Menu, Figure 3-46, Page 3-24, 3. This will open the Transaction Log window Click on the Report button to open the Report with the Activities tab active. Figure 3-102. Menu window. Click on the Activity 4. You can select the types of activity that you Reports tab. Figure 3-101. want to include in the report by Selecting Click on the Transactions button.
3 - 50 Operating Instructions Figure 3-103 Figure 3-105 Figure 3-104 7. 8. 9. 10. 11. 12. 13. 14. 15. This opens the Criteria window where you can select a specific date range, User ID, or a Unit Number for the transactions on the report. Figure 3-103. To limit the report to a specific unit, type a valid unit number into the Unit Number field. Figure 3-103. To limit the report to a specific User, select one of the users from the User ID list box.
DigiGate-700™ for Windows® - User’s Guide 3 - 51 Figure 3-107 Figure 3-106 Utility This section deals with System Controller utilities and Data Utilities. The following utilities are routines that you may use to control and perform minor maintenance to your DigiGate-700 for Windows system. Each button on the Utility Menu performs a specific task which will be explained in the following pages.
3 - 52 Operating Instructions Figure 3-108 Figure 3-109 Set Controller 1. From the Utility Menu with the System Controller tab active, Click on the Set Controller button. Figure 3-108. 2. NOTE: Setting the DigiGate-700 for Windows System Controller (SysCon) transfers all programming and site settings back to the SysCon from the data files on your hard disk. This sets the controller to act in the way you decided in Chapter 2. 4. 3. 5. This will open the Set System Controller window. Figure 3-109.
DigiGate-700™ for Windows® - User’s Guide Figure 3-110 1. 3 - 53 Figure 3-111 Download All From the Utility Menu with the System 2. This will open the Download All Units Controller tab active, click on the Download window. Figure 3-111. All button. Figure 3-110. 3. Click on the OK button to download the rented units or on the Cancel button to abandon the NOTE: This operation transfers all tenant operation. information to the System Controller. The 4.
3 - 54 Operating Instructions Figure 3-112 1. Figure 3-113 Clear Areas 2. This will open the Clear Control Areas window. Figure 3-113. 3. All control areas defined in your system setup, will be listed in the white data area on the NOTE: This routine clears all of the tenants screen. Select (Check) or Deselect (Uncheck) from the control area you select. This will these control areas as needed. remove any tenants that the System Controller lists as onsite.
DigiGate-700™ for Windows® - User’s Guide 3 - 55 Figure 3-115 Figure 3-114 1. From the Utility Menu with the System Controller tab active, Click on the Version button. Figure 3-114. DigiGate-700™ for Windows® Version 2. This will open the Version Information window. Figure 3-115. 3. This screen displays the software version, the SysCon chip version, and the path to all data files in the system. 4. Click on the OK button to return to the Utility Menu.
3 - 56 Operating Instructions Figure 3-117 Figure 3-116 Figure 3-118 1. Date/Time From the Utility Menu with the System 2. This will open the Set System Controller Controller tab active, Click on the Date/Time Time window. Figure 3-117. button. Figure 3-116. 3. To change the time, Select the hours, minutes, seconds, or AM/PM and use the spinner arrows NOTE: This screen allows you to change the at the right of the field to increase or decrease date and time in both the PC and the SysCon. the numbers. 4.
DigiGate-700™ for Windows® - User’s Guide 3 - 57 Figure 3-120 Figure 3-119 1. Activity Log From the Utility Menu with the System 2. This will open the DigiGate Activity Log Controller tab active, Click on the Activity window. Figure 3-120. Log button. Figure 3-119. 3. This allows you to view the activity that has occurred at your location.
3 - 58 Operating Instructions Figure 3-121 1. Clear Graphics From the Utility Menu with the System Controller tab active, Click on the Clr Graphics button. Figure 3-121. Figure 3-122 1. NOTE: This operation only applies to systems that have the DigiGraphics option. 2. Access Code From the Utility Menu with the System Controller tab active, Click on the Access Code button.
DigiGate-700™ for Windows® - User’s Guide 3 - 59 Figure 3-123 4. 5. 6. 7. When the information is retrieved completely, the center of the window is replaced with a grid. The columns displayed are Unit, Last Name, Access Code, Time Zone, Keypad Zone, and Status. Figure 3-123. By default, only rented units are displayed. Select the Display Vacants check box (lower right area of the screen) to include the information for vacant units in the listing.
3 - 60 Operating Instructions Figure 3-126 Figure 3-125 Data Utilities 1. Backup From the Utility Menu with the Data Utilities 2. This will open the Microsoft Backup window tab active, Click on the Backup button. with a prompt of “Back up: SiteOne,” Figure 3-125. “SiteOne” being the backup set shipped with the DigiGate-700 for Windows program, and a NOTE: The DigiGate-700 for Windows second line prompt of “A backup is System uses Microsoft Backup.
DigiGate-700™ for Windows® - User’s Guide 3 - 61 Figure 3-128 Figure 3-127 Restore You must close the DigiGate-700 for Windows program before you make any attempt to restore your data. The DigiGate-700 for Windows program opens certain files while it is operating. These files cannot be properly restored to the systems hard disk until they are closed.
3 - 62 Operating Instructions Figure 3-130 Figure 3-129 Figure 3-131 1. Remove From the Utility Menu with the Data Utilities 2. This will open the Delete Data window. tab active, Click on the Remove button. Figure 3-130. Figure 3-129. 3. You can Select (Check) or Deselect (Uncheck) either of the databases, Activity Log or Transaction Log. 4. To change the date, select the month, day, or year and type your choice or Click on the down arrow to the right of the Date field. Figure 3-130. 5.
DigiGate-700™ for Windows® - User’s Guide Figure 3-132 9. When all selections have been made, Click on the OK button to delete the records or on the Cancel button to abandon the operation and return to the Utility Menu. Figure 3-132. 3 - 63 Figure 3-133 10. This will open the Confirm window with a prompt of “Prune Data.” Figure 3-133 11. Click on the Yes button to delete the records or on the No button to abandon the operation and return to the Utility Menu.
3 - 64 Operating Instructions Figure 3-134 Figure 3-135 Word Processing - Editor This section deals with Word Processing, both creating letters or forms and merging data from the DigiGate-700 for Windows system into those letters or forms. For all of the following, we will assume that you have Clicked on the Editor button on the Main Menu and that the DigiGate Word Processor window is active. DigiEdit 1. 2. 3. Screen Layout From the DigiGate Word Processor menu, 4.
DigiGate-700™ for Windows® - User’s Guide 3 - 65 Figure 3-136 Figure 3-136a Figure 3-136c 1. 2. 3. 4. 5. Figure 3-136b Figure 3-136d Status Bar Figure 3-136 shows the Status Bar at the bottom of the DigiGate Word Processor window. The first section of the Status Bar shows the page number and number of pages in the document. Figure 3-136a. The second shows the line and column of the text cursor in the document. Figure 3-136b. The third shows the state of the toggle keys.
3 - 66 Operating Instructions Figure 3-138 1. 2. 3. 4. 5. 6. Edit Menu Clicking on Edit on the menu bar opens the Edit menu. Figure 3-138. Selecting Cut removes any selected text from the document and places it on the Windows 95 clipboard. Selecting Copy copies any selected text from the document and places it on the Windows 95 clipboard. This DOES NOT remove text from the document. Selecting Paste replaces any selected text with that held on the clipboard.
DigiGate-700™ for Windows® - User’s Guide 3 - 67 Figure 3-140 Figure 3-142 Figure 3-141 Creating Merge Documents In order to create documents for Mail Merge, you need to know how to create insertion points for database fields in your document. Each insertion point will hold the contents of one data field, and each document printed will hold the information for one record in the database.
3 - 68 Operating Instructions Figure 3-143 Figure 3-144 Merge 1. From the DigiGate Word Processor menu, Click on the Merge button. Figure 3-143. 2. 3. This will open the Merge window with the File to Print tab active. Figure 3-144. Click on the Print Setup button.
DigiGate-700™ for Windows® - User’s Guide 3 - 69 Figure 3-146 Figure 3-145 4. 5. This opens the Windows Print Setup window that allows you to Select the printer you want to use. Figure 3-145. Click on the OK button to Select the printer shown or on the Cancel button to abandon the operation and return to the Merge window. 6. 7.
3 - 70 Operating Instructions Figure 3-148 Figure 3-147 8. Figure 3-147 shows an example of a merge file with the data fields that will be imported into the document in double brackets. 9. With your document Selected, Click on the Unit Info tab. Figure 3-148.
DigiGate-700™ for Windows® - User’s Guide Figure 3-149 10. This will activate the Unit Info window, Figure 3-149, which allows you to limit your selection to a specific unit (Unit Number field), all units by status (Unit Status field), and other groupings based on size, type, etc. 11. When you have made all necessary selections, Click on the Tenant Info tab. DigiGate-700™ for Windows® 3 - 71 Figure 3-150 12.
3 - 72 Operating Instructions Figure 3-151 Figure 3-152 Arm/Disarm This section deals with sites that have individual Door Alarms and/or security beams protecting their property. Some explanation of terms and concepts is needed here. The following section will describe setting Alarm Zones (activating and deactivating). It will also describe activating and deactivating alarms for individual units or groups of units.
DigiGate-700™ for Windows® - User’s Guide 3 - 73 Figure 3-154 Figure 3-153 Arm/Disarm Unit NOTE: If an alarm is sounding, Selecting Acknowledge and Clicking on OK will turn the siren off and reset the alarm zone. Selecting the Arm or Disarm selected Alarm Zone will perform the stated function when OK is Clicked. 4. 5. 6. Select (check) or Deselect (uncheck) the Alarm Zones check boxes you want. Figure 3-153. The All and None buttons will Select or Clear all the check boxes respectively.
3 - 74 Operating Instructions Figure 3-155 Figure 3-156 Site This section ONLY applies to systems using the Remote version of the software. Systems that use the Standard version software will not have the Site button on their Main Menu, Figure 3-155. Any action involving the unit or tenant data files or using the System Controller is Site specific. This means that the action will only be performed on the active or currently selected site.
DigiGate-700™ for Windows® - User’s Guide 3 - 75 Figure 3-158 Figure 3-157 4. 5. 6. This will open the Select Site window. Figure 3-157. Select the site you want and click on the OK button to make the site active, or on the Cancel button to return to the Main Menu. If the Site you selected is a local site, the Select Site window will close and you will be at the Main Menu with the local site active.
3 - 76 Operating Instructions Figure 3-160 Figure 3-159 9. If their is any problem with the call to the remote modem, the Call Progress window will attempt to redial 3 times with approximately 30 seconds between each attempt. Figure 3-159. 10. You may click on the Cancel button at any time to abort the call. This will stop the attempt to connect with the remote System Controller but will still log you to the remote site’s database.
DigiGate-700™ for Windows® - User’s Guide 3 - 77 Figure 3-161 Figure 3-162 Help The DigiGate-700 for Windows Help system was developed using the Microsoft Windows Help Compiler. Therefore, it is fully compliant with the Windows Interface Standard. The Help system may be started in two ways: 1. The Help button on the DigiGate-700 for Windows Main Menu opens a fully tiered system following the program structure and the format of this manual in Hypertext. 2.
3 - 78 Operating Instructions Figure 3-164 Figure 3-163 1. 2. 3. Index The Index tab opens the Help Topics: ... window with an alphabetical list of topics. Figure 3-163. Use the scroll bar or type a word in the data area above the list to locate a topic. Double Click on the topic, or Click on a topic and then Click on the Display button, to bring up a topic. 1. Find The Find tab opens the Help Topics: ... window with a search by typed words or phrases. Figure 3-164.
DigiGate-700™ for Windows® - User’s Guide 3 - 79 Figure 3-165 Figure 3-166 Hypertext Jumps 1. 2. Below the topic title is the text area. In this text area is a list of other topics that are underlined green text. This denotes Topic or Jump Hotspots. Figure 3-165. Click on one of these Hotspots, Figure 3-165, to jump to the topic title. Figure 3-166. DigiGate-700™ for Windows® Show Me - Videos 1. 2. On some topics you will see a Show Me button. Figure 3-166.
3 - 80 Operating Instructions Figure 3-167 Figure 3-168 Exit (Quitting the Program) 1. From the Main Menu, Click on the Exit button to quit the program. Figure 3-167. 2. 3. The Confirm window will open asking you to verify your decision. Figure 3-168. Click on the Yes button to quit the program or on the No button to abandon the operation and return to the Main Menu.
DigiGate-700™ for Windows® - User’s Guide 3 - 81 Figure 3-169 Figure 3-171 Figure 3-170 DigiGate on the Taskbar Notification Area On the right side of the Windows 95 Taskbar is an area called the Notification Area or “Tray.” This area is used to display the clock and is available to programs for their own icon. When a program is started it can place an icon in the notification area. When this icon is Clicked, it will perform a task or open a menu.
3 - 82 Operating Instructions Figure 3-172 Figure 3-173 DigiGate System Options LCD Keypad Option The LCD Option setup (amount of time each message is displayed, the number of times a message will display for a tenant, and at what keypads the message will display), and the creation of custom messages was described in the “Options” section of Chapter 2. This section only deals with assigning messages to specific tenants.
DigiGate-700™ for Windows® - User’s Guide 3 - 83 Figure 3-174 Figure 3-176 Figure 3-175 Figure 3-177 Picture Option The Picture Option allows you to place a captured or scanned image of a person into the tenant database and have it available to view in the tenant record. This picture will also be displayed in a popup window when the tenant’s access code is entered at the keypad. The pictures must be obtained independently of the DigiGate-700 for Windows program and saved in “.bmp” or “.jpg” format.
3 - 84 Operating Instructions Figure 3-179 Figure 3-178 1. 2. The Assignment Process From any of the Picture buttons, the Picture 3. This will open the Browse window. window will open. Figure 3-178. Figure 3-179. Add a new picture or change an existing one by 4. Use the window controls at the top of the clicking on the folder at the right side of the text window to find the directory where you stored box. Figure 3-178. your images. The actual files will be displayed in the window below the controls. 5.
DigiGate-700™ for Windows® - User’s Guide 3 - 85 Figure 3-180 6. 7. 8. The Picture window will open with the image in place. Figure 3-180. Click on the OK button to accept the the picture. The Move In or Other Authorized window will open. DigiGate-700™ for Windows® Figure 3-181 9. Figure 3-181 shows the same window as Figure 3-180, but accessed from the Other Authorized window.
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Chapter 4 How Do I ...? Included in this Chapter 1. 2. 3. 4. Install the DigiGate-700 for Windows program ......................... Start the DigiGate-700 for Windows program ............................ Quit the DigiGate-700 for Windows program ............................. Backup my data ............................................................................. 5. Add Units ....................................................................................... 6. Delete Units .......................
4-2 How Do I ...? How Do I ...? This section is a condensed version of the first three chapters. It is a quick guide for those who are familiar with the program, yet occasionally need a refresher in one area or another. Once you have become familiar with the DigiGate-700 for Windows program, you can find a quick reference in this chapter to the different operations. The graphics have been omitted here, but reference to the pages in the manual are given at the end of each topic.
DigiGate-700 for Windows - User’s Guide ™ ® 4- 3 Start the DigiGate-700 for Windows program 1. 2. 3. 4. 5. Click on the DigiWin icon on the desktop or on the Windows 95 Task Bar Click on the Start button. Select Programs then DigiGate for Windows, or the Program Group you selected during the installation procedure. Click on DigiWin which will start the program. Enter your User ID and Password in the DigiGate Log On window. Click on the OK button. NOTE: See Page 2-2 in Chapter 2.
4-4 How Do I ...? Add Units Unit Numbers 1. 2. 3. 4. Click on the Unit Setup tab of the Setup Menu, then Click on the Add Units button. To add a consecutively numbered group of units, Select the Starting Unit Number field and type in the first unit number in the group. Select the Ending Unit Number field and type in the last unit number in the group. If you do not have Required Fields for this group, Click on the OK button. The Add Unit Progress bar will reflect the units being added.
DigiGate-700 for Windows - User’s Guide ™ ® 4- 5 Delete Units 1. 2. 3. 4. 5. 6. Click on the Unit Setup tab of the Setup Menu, then Click on the Delete Units button. To delete a consecutively numbered group of units, Select the Starting Unit Number field and type in the first unit number in the group. Select the Ending Unit Number field and type in the last unit number in the group. NOTE: To delete one unit, enter the same number in the Starting Unit Number and the Ending Unit Number fields.
4-6 How Do I ...? Move a Tenant In 1. 2. 3. 4. From the Main Menu, Click on the Move In button. From the Select Unit to Move In window enter a valid unit number in the Unit Number field and click on the OK button to open the Move In Tenant window. OR Click on the Size field to find a vacant unit of the right size. Select one of the choices to open a list box of all vacant units for that size code. Select a unit from the list and Click on the OK button. Tenant Information 1. 2.
DigiGate-700 for Windows - User’s Guide ™ ® 4- 7 Move a Tenant Out 1. 2. 3. 4. 5. 6. 7. 8. From the Main Menu, Click on the Move Out button. In the Select Unit to Move Out screen, enter a valid unit number in the Unit Number field and Click on the OK button to open the Move Out Tenant window. OR To find a tenant by last name, Click on the Last Name field, enter the tenant’s last name, Click on the OK button. Select from the list of tenants, Click on the OK button to open the Move Out Tenant window.
4-8 How Do I ...? Transfer Tenants 1. 2. 3. 4. 5. 6. 7. 8. 9. From the Main Menu, Click on the Transfer button. This will open the Transfer Unit window. Enter a valid unit number in the Transfer Unit window and Click on the OK button to open the Select units to transfer/copy to window OR Click on the Last Name field and enter the tenant’s last name and Click on the OK button. Select one of the choices and again, Click on the OK button. Select a unit from the Select units to transfer/copy to window.
DigiGate-700 for Windows - User’s Guide ™ ® 4- 9 Find a Unit/Tenant 1. 2. 3. To find a Tenant or a Unit, Click on the Find button on the Main Menu. On the Find Unit screen, enter a valid unit number in the Unit Number field and Click on the OK button to open the Find/Edit Unit Information window with the Tenant tab active. OR Click on the Last Name field and enter all or part of the tenant’s last name or type a space in the Last Name field, which will open a list of all tenants and their unit numbers.
4 - 10 How Do I ...? Find System Controller Version 1. 2. 3. Click on the Utility button on the Main Menu. Click on the Version button on the System Controller tab. The Version Information window shows the System Controller version, the Software version and serial number, and the location of the data directory. NOTE: See Page 3-55 in Chapter 3. Find Software Version and Serial Number 1. 2. The first location of the software serial number and version is on the bottom line of the Main Menu.
DigiGate-700 for Windows - User’s Guide ™ ® 4- 11 Define Security Levels 1. 2. 3. 4. 5. 6. 7. From the Main Menu, Click on the Setup button. This will open the Setup Menu. Click on the System Setup tab then Click on the Security button. Click on the Add button in the Define Security Levels window. In the Add Security Level window, Select the Security Level field and type the two character code you choose. Next, Click on the Options tab.
4 - 12 How Do I ...? Acknowledge or Arm/Disarm Selected Alarm Zones 1. 2. 3. 4. From the Main Menu, Click on the Arm/Disarm button to open the Arm/Disarm Alarm Zones window with the Alarm Zones tab active. Select the Action you want to perform. Select (checked) or deselect (unchecked) the Alarm Zones check boxes you want. The All and None buttons will Select or Clear all the check boxes respectively.
DigiGate-700 for Windows - User’s Guide ™ ® 4- 13 Reset the System Controller 1. 2. 3. 4. 5. 6. 7. 8. 9. From the Main Menu, Click on the Utility button to open the Utility menu with the System Controller tab active. Click on the Clear SysCon button. This will open the Confirm window with a prompt of “Clear System Controller?”. Click on the Yes button to clear the System Controller. From the Utility Menu with the System Controller tab active, Click on the Set Controller button.
4 - 14 How Do I ...? Create a Custom Document 1. 2. 3. 4. 5. From the Main Menu, Click on the Editor button. From the DigiGate Word Processor menu, Click on the DigiEdit button. This will open the DigiEdit Word Processor window. Click inside the text area and type your letter. When you reach a point in your document to insert a data item, Click on Insert in the windows Menu Bar to open the Insert menu. 6. Select Database from the menu to open the Insert Database Item window. 7.
DigiGate-700 for Windows - User’s Guide ™ ® 4- 15 Display Tenants on Site 1. 2. 3. 4. From the Main Menu, Click on the Report button to open the Report Menu window. Click on the Activity Reports tab. Click on the Onsite button. This will open the report display window with the title of Tenants Onsite and run the Tenants Onsite. Click on the Close button to return to the Report Menu. NOTE: See Page 3-46 in Chapter 3. Print the Gate Activity 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.
4 - 16 How Do I ...? Display/Print a Mux/Slot Report 1. 2. 3. 4. 5. 6. 7. From the Main Menu, Click on the Report button to open the Report Menu window. Click on the Misc Reports tab. Click on the Mux/Slot button. This will open the report display window with the title of Mux/Slot Report and run the Mux/Slot Report. The columns displayed are: Unit Number, Mux Number, Slot, and Status (A for Armed or D for Disarmed) There are no totals for this report. Click on the Print button to print the report.
Chapter 5 Backing Up Your Data Included in this Chapter 1. Introduction ...................................................................... Why protect your data 2. Backup Strategies ............................................................. Effective methods for data protection 3. Data Backup ..................................................................... Instructions 4. Data Restore .....................................................................
5-2 Backing Up Your Data Introduction This section deals with protecting the information in the DigiGate-700™ for Windows database. Having a competent backup procedure can prevent many hours of frustration and down time at your location.
DigiGate-700™ for Windows® - User’s Guide 5-3 Figure 5-1 Figure 5-2 Data Backup 1. From the System Toolbar, click on the Utilities button. Figure 5-1 DigiGate-700™ for Windows® 2. 3. This opens the Utility window. Figure 5-2 Click on the Data Utilities tab.
5-4 Backing Up Your Data Figure 5-3 Figure 5-4 4. 5. This will open the Utility Menu window. Figure 5-3 Click on the Backup button. 6. 7. 8. This will open the Backup window. Figure 5-4 Select the data to backup in the Selection box. Next, click on the folder icon on the right side of the Backup to: data field.
DigiGate-700™ for Windows® - User’s Guide 5-5 Figure 5-5 Figure 5-6 9. This opens the Select Directory window. Figure 5-5 10. Navigate to the directory the backup should be saved to. 11. Click on the OK button. 12. This returns to the Backup window. Figure 5-6 13. Click on the Backup button. NOTE: The program writes the backup Zip file to the selected directory with the name Digitech International Inc.{yyyymmdd}.zip where {yyyymmdd} is the date the file is saved. 14.
5-6 Backing Up Your Data Figure 5-7 Figure 5-8 Data Restore You must close the DigiGate-700™ for Windows® program before you restore your data. The DigiGate-700™ for Windows® program opens certain files while it is operating. These files cannot be properly restored to the system’s hard disk until they are closed.
DigiGate-700™ for Windows® - User’s Guide 5-7 Figure 5-9 Figure 5-10 4. 5. This will open the Utility Menu window. Figure 5-9 Click on the Restore button. 6. 7. 8. DigiGate-700™ for Windows® This will open the Restore window. Figure 5-10 Select the data to backup in the Selection box. Next, click on the folder icon on the right side of the Restore from: data field.
5-8 Backing Up Your Data Figure 5-11 Figure 5-12 9. This opens the Browse window. Figure 5-11 10. Navigate to the directory the data should be restored from. 11. Click on the Open button. NOTE: You may select any drive or device connected to you computer as long as it has been designated as a drive on your system. 12. This returns to the Restore window. Figure 5-6 13. Click on the Restore button. 14. When the operation completes, the Utility Menu window is activated. 15.
Appendix A Default Settings & Values Included in this Appendix 1. Introduction ........................................................................ What to expect after installation 2. Default Settings ................................................................... Log On User ID Password Security Level Options Require User IDs Verify Prompts Activity Log Display Number of Activities Number of Seconds Required Fields 3. Default Values ...............................................................
A-2 Default Settings & Values Introduction The DigiGate-700 for Windows program, when shipped, is configured with certain default Settings and Values. All of these may be changed to suit your specific needs. When we say Settings, we mean the way the program has been set up to work, i.e., are User IDs required and if so, what is the ID and Password to access the system; what is the “Security Level” and what “Required Fields” must be entered when adding tenants or new users.
DigiGate-700™ for Windows® - User’s Guide A-3 Default Values FIELD Misc Setup - Tenant Profile CODE VALUE REQUIRED BU MO PU Business Use Moving Personal Use No DB PT RF YP Drive By Previous Tenant Referral Yellow Pages No Misc Setup - Insurance DH DI Deans & Homer Declined Insurance No Misc Setup - Credit Card AX MC VS American Express Master Card Visa No Misc Setup - Marketing System Controller Setup - Time Zones 0 1 24 Hours Normal Hours.
A-4 Default Settings & Values Default Values MENU / TAB FIELD ENTRY REQUIRED Required Fields - Tenant Information Last Name First Name Company Name Address City State Zip Code Home Phone Work Phone Fax Number Social Security Number Credit Card Number Insurance Marketing License Profile Miles From Site Y Y N N N N N N N N N N N N N N N Yes No No No No No No No No No No No No No No No No Required Fields - Unit Information Unit Size Square Feet Height Unit Price Unit Type Door Type Floor Inside/Outsid
Appendix B Preparation for System Setup Included in this Chapter 1. Introduction ..................................................................... Defaults &Your Site 2. Do I need User ID and Security Levels? ............................. UserID SecurityLevel 3. What information should I gather about my tenants? ....... TenantProfileInformation MarketingInformation InsuranceInformation Credit Card Information 4. What information should I gather about my units? ..........
B-2 Appendix Title Introduction This form is designed to aid in the set up of the DigiGate-700 for Windows software to the specifications required for your location. The DigiGate-700 for Windows program is designed to be very flexible in order to accommodate sites of all sizes and most situations which require an Owner/Manager to track and analyze tenant profiles, renter’s preferences, unit turnover, and other marketing information.
Publication Title B-3 What information should I gather about my tenants? This section deals with information that you choose to collect and store on the type of tenants you have, why they rent from you, how they pay, and how much repeat business you have. This iallows you to create custom reports to help analyze the information for marketing efforts. First look at “Appendix A, Default Settings & Values.” On Page A-3, the “Default Values” chart shows four fields under “Misc Setup.
B-4 Appendix Title What information should I gather about my units? This section deals with information that you choose to collect and store on the type of units you have. Unit size, type, features, floor, and door type can show what units are most popular, etc. You can then create custom reports to help analyze the information for marketing efforts. First look at “Appendix A, Default Settings & Values.” On Page A-3, the “Default Values” chart shows seven fields under “Unit Setup.
Publication Title B-5 What other information should I gather about the site? Setting up time Zones This section deals with the actual hours that the gate will operate for tenants. You can enter up to 64 different Time Zones for gate operation and assign any of these Time Zones to any tenant. First look at “Appendix A, Default Settings & Values.” On Page A-3, the “Default Values” chart shows the field Time Zones under “System Controller Setup.
B-6 Appendix Title Required Fields This section deals with the information you feel is necessary and must be entered into each tenant or unit record of the system. First look at “Appendix A, Default Settings & Values.” On Page A-4, the “Default Values” chart shows two sections under “Required Fields.” Examine these fields and decide if this information is necessary for each record in the system. Yes No Do I need to make changes to the values on pageA-4? ....................................................
Publication Title B-7 Door Alarm Mux/slot Information This section deals with the coordination of information in the DigiGate-700 for Windows program and the way your location has been wired for individually alarmed units. This information should have been entered and setup by your Reseller, Installer, or the DigiTech International, Inc. Project Manager who helped design your location layout.
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Appendix C Preparation for Adding Units Included in this Appendix 1. Introduction ...................................................................... What do I need to do? 2. Strategies ...........................................................................
C-2 Preparation for Adding Units Introduction This section deals with the initial loading of unit information in the DigiGate-700 for Windows database. If your site was installed by a Reseller and/or you have individual door alarms, a zoned site (denying or allowing access to areas for certain tenants), or other specific criteria for allowing access to the site, the units have more than likely been added prior to this during the set up and testing phase of installation.
Appendix D Merge Data Fields & Descriptions Included in this Appendix 1. Introduction ................................................................................. About Mail Merge 2. Merge Data Fields and Descriptions ..........................................
D-2 Merge Data Fields & Descriptions Introduction In order to produce useful documents (letters, notices, bills, etc.) for groups of tenants, the DigiEdit Word Processor has been given the ability to merge database data fields into these documents. Anyone who has used Mail Merge features in the past is well aware of the time savings realized. The following list provides the field names you will see in the database menu of DigiEdit and a description of each.
DigiGate-700™ for Windows® - User’s Guide Database Field D-3 Description KEYPADZONE ..................................... Keypad zone that is assigned to tenant. LASTNAME ......................................... The last name of the tenant. LICENSE ............................................... License number of the tenant. MARKETING ....................................... Type of marketing that made the tenant choose the site. MEMO ...................................................
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Appendix E Upgrading DOS Software to Windows Included in this Chapter 1. Introduction ...................................................................... The DigiConvert Program 2. What’s New in the Windows Version .............................. Security User Operations Access Control Data Entry Marketing 3. Running DigiConvert ....................................................... Starting the Program What is Converted 4. Completing Your Setup ....................................................
E-2 Upgrading DOS Software to Windows Introduction For those converting to DigiGate-700 for Windows from a prior DOS version of the DigiGate700 software, the DigiConvert program has been included to make the transition as easy as possible. DigiConvert is a fully automated procedure that takes the old DigiGate data files and transfers the information to the proper files for the new Windows program. NOTE: The DigiGate-700 for Windows upgrade version software is shipped without any setup information.
DigiGate-700™ for Windows® - User’s Guide E-3 Figure E-1 Figure E-2 Running DigiConvert Starting the program NOTE: This program cannot be run while the DigiGate-700 for Windows program or any of its utility programs are running. Close any DigiGate programs running before starting this procedure! 1. 2. From the Windows desktop, Click on the Start button. Select Programs, then DigiGate for Windows, then DigiConvert. Figure E-1. DigiGate-700™ for Windows® 3. 4.
E-4 Upgrading DOS Software to Windows Figure E-3 5. 6. This will open the Confirm Data Conversion window, which gives a second warning of the data files being overwritten. Figure E-3. Click on the Next button. Figure E-4 7. 8. 9. This will open the Converting Database Files window, which shows the progress of the conversion. Figure E-4. When the conversion is completed, the Finished button will appear. Figure E-4. Click on the Finished button to return to your Desktop.
DigiGate-700™ for Windows® - User’s Guide E-5 What is Converted The DigiConvert program processes the DOS DigiGate site setup information first. The database information from the DOS version is transferred to the Windows databases in the order listed below. Control Points, Control Areas, Input Points, Access Configuration, Keypad Zones, Boards, Time Zones, Alarm Zones, Timer Operations, Size Codes, and Holidays.
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Appendix F Troubleshooting Accounting Link Problems Included in this Appendix 1. Introduction .................................................................................... Integration with Accounting Programs 2. Running LinkView ......................................................................... How LinkView operates 3. Vendor Specific Requirements ...................................................... MSTC Unit Numbering for Systems with Linking Units.
F-2 Troubleshooting Accounting Link Problems Figure F-2 Figure F-1 Introduction The DigiGate-700 for Windows program is designed to work in conjunction with most major management/accounting programs in the industry. When you move a tenant in or out, transfer them to a new unit, pay up a delinquent, or lock a tenant out in your accounting program; the accounting program creates a record for each transaction in a Link file.
DigiGate-700™ for Windows® - User’s Guide F-3 Figure F-4 Figure F-3 4. 5. 6. 7. 8. 9. The fields available to the accounting program are: Unit Number, Access Code, Last Name, First Name, Company Name, Address, City, State, Zip, Home Phone, Work Phone, Social Security Number, License, Insurance, Marketing Code, Size Code, Time Zone, Lease Number, Price, Status, Keypad Zone, and Square Feet. Figure F-2, Page F-2 and Figure F-4.
F-4 Troubleshooting Accounting Link Problems Vendor Specific Requirements MSTC Unit Numbering for Systems with Linking Units In order for the DigiGate-700 for Windows program to work in conjunction with MSTC software in Door Alarm and Graphics Display systems, a different setup configuration is designed into the DigiGate-700 for Windows program in DIGI.EXE version 1.9 and greater.
Appendix G Program Error Codes Included in this Chapter 1. Introduction ..................................................................... Error Message Display & Description 2. Serial Port Error Messages ............................................. Parity and Overrun Errors NAK Received Port Not Opened Port in Use Invalid COM Number No more Trigger Slots Time Out Error Parity Error Overrun Error Framing Error 3. Database Error Messages ...............................................
G-2 Program Error Codes Introduction This section describes the way the DigiGate-700 for Windows program displays Error Messages to the user. This trapping or intercepting errors allows the program to continue when possible or to exit gracefully if unable to continue. This prevents data loss and corruption whenever possible.
DigiGate-700™ for Windows® - User’s Guide G-3 Figure G-1 Figure G-2 Database Error Messages NOTE: The Serial Port Error window displays one of the errors listed in the table on the previous page. Serial Port error messages contain three lines as follows: a. The text error message b. The error code number c. Where the error occurred Figure G-1. 1. 2. 3. 4. Click on the OK button. Check the connections on the Serial cable. Power the System Controller down and up and then try again.
G-4 Program Error Codes Figure G-4 Figure G-3 Other Error Messages The final category of errors is “Other.” This is all inclusive of anything not yet discussed. This category holds user errors, other equipment errors, system errors, other program errors, etc. The Error window for this category only has one line of text, the error message as shown in Figures G-3 and G-4.
DigiGate-700™ for Windows® - User’s Guide G-5 Figure G-6 Figure G-5 NOTE: This error, Figure G-5, can occur during Move In, Move Out, Download All, etc. It is normally associated with a database problem. It can be caused when there is no mux/slot or alarm zone defined for the unit in question. 1. 2. 3. Click on the OK button. If you know the unit causing the problem, check that the information above is correct. If the error persists, call your Reseller or the Digitech International, Inc.
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Appendix H Activity Log & Transaction Messages Included in this Appendix 1. Introduction ........................................................................ Site & Management Activity Messages & Descriptions 2. Activity Log Messages ........................................................ Access Activities Misc. (SysCon) Activities Board Activities Time Activities Alarm Activities 3. Transaction Messages .........................................................
H-2 Activity Log & Transaction Messages Introduction This section describes the way that the DigiGate-700 for Windows program displays Activity Messages to the user. The site activities are broken down into two categories. The first is tenant activities which describe tenant movement and usage of the site or the operation of the system hardware. These activities are listed in the Activity Log and on the Activity Log Report.
DigiGate-700™ for Windows® - User’s Guide H-3 Board Activities 1. Board Online - During a Set Controller the board listed under Input Point initialized correctly. This message applies to the Keypad board, Mux boards, or Graphics boards. 2. Board Offline - Communication to the board listed under Input Point has been lost. This could be due to power failure or RS485 line problems. This message applies to the Keypad boards, Mux boards, or Graphics boards. 3.
H-4 Activity Log & Transaction Messages Alarm Activities This section only applies to sites where there are individually alarmed units or zones and the DigiGate-700 for Windows software has been configured to operate in this manner. Unit messages will list the Unit Number and tenant’s Last Name on the log entry along with the date and time of the activity. Zone messages will list the Alarm Zone under Input Point on the log entry. Unit Messages 1.
Appendix I The DigiGraphics System Included in this Appendix 1. Introduction ------------------------------------------------------ Introduction 2. Controlling the Display ---------------------------------------- Scanning Zoom Site Status Activity Log 3.
I-2 The DigiGraphics™ System Figure I-2 Figure I-1 Introduction The DigiGraphics system, (Available as an option to the DigiGate-700 System), is a separate display of your site’s units and their status. DigiGraphics runs independent of your PC through its own graphics generator designed to display the graphical site plan and unit status. The graphics generator communicates with the DigiGate-700 for Windows System Controller to provide a real time color coded display of the status of each unit.
DigiGate-700™ for Windows® - User’s Guide I-3 Figure I-4 Figure I-3 Controlling the Display The display of the DigiGraphics system is controlled with a multifunction remote control similar to the one you use for your TV set or VCR. Figure I-3. The remote has a keypad with 16 keys that control the scanning direction and rate, zoom, activity log display, unit status display and color selection for the unit status display.
I-4 The DigiGraphics™ System Figure I-5 Figure I-6 Site Status Activity Log Pressing the Status key, Figure I-3, Page I-3, displays the Site Status screen. Figure I-5. This screen shows the current number of Vacant Units, Rented Units, Delinquent Units, and the number of Tenants Onsite. Pressing the Activity Log key, Figure I-3, Page I-3, displays the Activity Log screen. Figure I-6. This screen shows the site activities; keypad entries, alarm and rearm zones, etc.
DigiGate-700™ for Windows® - User’s Guide I-5 Figure I-7 Figure I-8 Programming the Display The DigiGraphics system allows you to change some of the default settings. The defaults that can be changed are: Scan speed, Flash speed, time Delay after keypad entry, and the color settings for the unit’s status. These settings are changed using the Menu key on the remote control. Figure I-3, Page I-3. The Menu 1. 2. 3. 4. 5.
I-6 The DigiGraphics™ System Scanning Speeds There are two entries for scanning speed. The first is listed as Scroll, which determines the speed that the display moves for the default automatic scanning. The second is listed as Jump, which determines the speed that the display moves when you press the Stop key and then use the arrow keys to scan the picture. The picture will move faster as the number increases for both of these settings. The range allowed is from 1 to 10 for each setting.
Appendix J Electronic User’s Guide and the Acrobat® Reader Included in this Appendix 1. The Electronic User’s Guide............................................ Where and How? 2. Adobe® Acrobat® Reader ............................................... Installing or Updating the Reader.
J-2 Preparation for Adding Units The Electronic User’s Guide We have included an electronic version of the DigiGate-700™ for Windows® User’s Guide on your Installation CD. This manual is viewable with the Adobe® Acrobat® Reader v3.x or 4.0. For those that do not have the Acrobat® Reader installed, or would like to upgrade your version to 4.0, an installation program has been provided.
Appendix K Program Registration Included in this Chapter 1. Introduction .................................................................... Registration Codes 2. Starting the Program the First Time ............................ Temporary Registration Period The RegistrationWindow 3. The Temporary Regisration Period .............................. Notification Expiration 3. Program Registration ....................................................
K-2 Program Registration Codes Figure K-1 Figure K-3 Figure K-2 Introduction By installing or using Software provided with this purchase, PURCHASER indicates acceptance of the Conditional Software License Agreement included with the software. Under this License, the Software may be supplied to PURCHASER with a temporary activation code. Once all purchase terms have been complied with, including all payments as agreed, a Software Registration will be issued with a permanent registration code.
DigiGate-700™ for Windows® - User’s Guide K-3 Figure K-4 Figure K-5 The Temporary Registration Period 1. You will be notified every 10 days of the days remaining in your temporary registration for the first 50 days and every day for the last 10 days with the Information screen. Figure K-4. 2. 3. The Error window, Figure K-5, will notify you if the 60 day temporary registration expires.
K-4 Program Registration Codes Figure K-6 Figure K-7 Main Menu,are the Exit function to quit the program, the Help system, and one section of the Utilities menu. Figure K-6. 5. The Registration section of the Data Utilities tab is all that is available from the Utilities menu. Figure K-7.
DigiGate-700™ for Windows® - User’s Guide K-5 Figure K-8 Figure K-9 Program Registration 1. 2. 3. Call Digitech International, Inc. at the number indicated. You will be asked to provide the Registration ID listed in this window. The technician will provide you with a Registration Code. Click on the Registration button on the Utility menu. Figure K-7, Page K-4. DigiGate-700™ for Windows® 4. 5. This will open the Registration Information window. Figure K-8.
K-6 Program Registration Codes Figure K-11 Figure K-10 6. If the code you entered was the permanent registration code, the Information window, Figure K-10, will be displayed. 7. If the code you entered was an extension code, the Information window, Figure K-11, will be displayed with the number of days added to your temporary registration.
DigiGate-700™ for Windows® - User’s Guide 8. 9. K-7 Figure K-12 Figure K-13 The Error window, Figure K-12, will appear if you have entered the registration code incorrectly. Check your entry and, if necessary, contact Digitech International, Inc. at the number listed in the window. 10. If you have reset your system clock to a previous time in order to reactivate your registration, the window shown in Figure K-12 will be displayed and your Digigate-700™ for Windows software will be disabled. 11.
K-8 Program Registration Codes This Page Left Blank Intentionally DigiGate-700™ for Windows®
Appendix L Setting Up the LE Software Version Included in this Chapter 1. Introduction .................................................................... When to use the Lite and Regular Versions. 2. Copying the Desktop Icon .............................................. Creating a new icon for the LE version. 3. Renaming the Copy of.. Desktop Icon ............................ Identifying the new icon. 4. Changing the Properties of the New Desktop Icon .......
L-2 Setting Up the LE Software Version Figure L-1 Figure L-2 DigiGate-700™ for Windows® LE is a more resource-efficient version of our popular access software. This program is designed for self-storage managers who run multiple programs simultaneously, yet desire both maximum speed and smooth operation. Despite the increased hard drive capacity and memory of new computers, the resources available to run multiple programs often lag behind.
DigiGate-700™ for Windows® - User’s Guide L-3 Figure L-3 3. Right Click on the icon again and Select Paste from the menu. Figure L-3 DigiGate-700™ for Windows® Figure L-4 4. A second icon will be placed on the desktop named Copy of....
L-4 Setting Up the LE Software Version Figure L-6 Figure L-5 Renaming the Copy of… Desktop Icon 1. Right Click on the Copy Of… icon and Select Rename from the menu. Figure L-5 2. Type DigiGate 700 for Windows LE as the new name.
DigiGate-700™ for Windows® - User’s Guide L-5 Figure L-8 Figure L-7 1. Changing the Properties of the New Desktop Icon Right Click on the …WindowsLE icon and Select Properties from the menu. Figure L-7 2. 3. 4. 5. DigiGate-700™ for Windows® This will open the Properties window. Figure L-8 In the Target field, C:\Program Files\ DigiGate\DigiWin.exe will be displayed. Place your cursor after DigiWin and add the text LE before .exe. Click on the Apply button.
L-6 Setting Up the LE Software Version Figure L-9 6. Click on the Close button. Figure L- 9 Figure L-10 7. The DigiGate 700 LE icon will now start the Limited version of the DigiGate program.
DigiGate-700™ for Windows® - User’s Guide L-7 Figure L-11 Figure L-12 Changes in the LE Version The Main Menu 1. 2. The Transfer button, top row center, and the Editor button on the bottom row, were eliminated from the Main Menu in the LE version. Figure L-11 The Site button, bottom row, is also blank. The Remote software does not have a LE version. DigiGate-700™ for Windows® The Report Menu 1. 2.
L-8 Setting Up the LE Software Version Figure L-13 Figure L-14 The Utility Menu 1. 2. The Data Utilities tab was removed from the LE version, with the exception of the Registration button. The Access Code button, on the System Controller tab was replaced with the Data Utilities button. The Setup Menu 1. The esential features left on the Setup menu are the Add Units and Delete Units buttons from the Unit Setup tab, and Time Zone and the Serial Port buttons from the Syscon Setup tab.
DigiGate-700™ for Windows® - User’s Guide A Index Other Authorized 3-22, 4-6 Select Unit by Size or Number 3-2 ACCESS 3-4 Time Zones 2-25 24 Hour 2-25 Unit 2-39, 4-4, C-2 Code 3-4, 3-6, 3-20, 3-21, 3-58 Door Alarm Options 2-40 Never Locked 3-20 Door Type 2-35 ACCOUNTING Features 2-33 Link F-2 Floor Type 2-35 Vendor Specific Requirements Size Codes 2-37 MSTC Unit Numbering F-4 Type 2-30 ACKNOWLEDGE User ID's 2-9, 4-10 Alarm Zone 3-72, 4-12 ADOBE ACROBAT READER J-2 ACROBAT READER J-2 ALARM.
X-2 C CHANGE. See MODIFY CHANGES IN THE LE VERSION L-7 The Main Menu L-7 The Report Menu L-7 The Setup Menu L-8 The Utility Menu L-8 CLEAR Area 3-55, 3-59 Graphics 3-59 System Controller 4-12 Tenants 3-59 CLOSE GATE 3-24, 4-10 CODE Access 3-4, 3-6, 3-21 Retrieve 3-59 Credit Card 2-22 Insurance 2-20 Marketing 2-18 Size 2-38 Tenant Profile 2-17 COMMON ELEMENTS OF REPORTS 3-28 COMMUNICATIONS (COM) PORT 2-29 CONFIGURE.
DigiGate-700™ for Windows® - User’s Guide DISARM. See ARM/DISARM DISCONNECT FROM REMOTE SITE 3-75 DISPLAY Activity Log 3-56, 4-12 Site I-2 DOOR ALARM 2-26, 2-40, 2-45, 4-4. See also ALARM; ARM/DISARM; MUX/ SLOT. See also AUTO LOADING OPTIONS DOOR TYPE 2-32 DOWNLOAD 3-52, 4-12 E EDIT. See MODIFY EDITOR. See WORD PROCESSING ELECTRONIC USER'S GUIDE J-2 ERROR G-2 Code G-2 Connecting to Remote Site 3-76 Message G-2 Database G-3 Other G-4 Serial Port G-2 EXIT 3-80 F FEATURES New in this Version E-2 Unit.
X-4 M MAIL MERGE 3-66, 3-69 MAILING LABELS 3-43 MANUAL Electronic Acrobat Reader J-2 DigiGate-700 for Windows J-2 MARKETING Code 2-18–2-20 Credit Card 2-22, 2-25, 3-4 Information 3-4 Miles From Site 3-4 Profile 2-17–2-18, 3-4 Report 3-37 Type 2-19, 2-21 MENU Arm/Disarm 3-72 Delinquent 3-11 Editor 3-64 Exit 3-80 Find 3-18 Gate 3-24 Help 3-77 Move In 3-2 Move Out 3-8 Reports 3-26, 3-27, 3-28, 3-29 Setup 2-5 Transfer 3-14 Utility 3-50 MERGE 3-69, D-2 MESSAGE Activity Access H-2 Alarm H-4 Board H-2 Misc (SysCon
DigiGate-700™ for Windows® - User’s Guide Linking Units 3-6 Misc. Information 3-4 Notes 3-6 Other Authorized Tenants 3-6 Selecting a Unit 3-2 Tenant information 3-5 Unit Information 3-5 MOVE OUT 3-9, 4-6 Linked Units 3-10 Selecting a Unit or Tenant 3-8 MSTC Software Unit Numbering F-4 MUX/SLOT 2-41, 2-45, 4-4, 4-16.
X-6 Delinquent Units 3-31 Linked Units 3-35 Mailing Labels 3-43 Marketing 3-37 Rented Units 3-33, 4-16 Vacant Units 3-32 Viewing 3-27 REQUIRED Fields 2-11, 3-4 System 1-2 RESTORE Backup 3-60, 5-6 RESTORE DATA 5-6 S SAVING REPORTS 3-29 SCREEN OBJECTS 1-6, 1-7 SECURITY LEVELS 2-4, 2-8, 4-10 SELECT PRINTER 3-26 SELECT SITE 3-74 SERIAL PORT 2-29 SERVICE Contacting 1-2 Hours 1-2 What You Need 1-3 SET Backup.
DigiGate-700™ for Windows® - User’s Guide DigiGate-700 for Windows Backup 2-14, G-5 Error Codes G-2 Installation 1-8, 4-2 Logon Screen 2-2 Minimum Requirements 1-2 New Features E-2 On the Taskbar 3-81 Quitting the Program 4-2 Required Fields 2-10 Starting the Program 2-2, 4-2 Version 3-54, 4-10 DigiGate-700 for Windows LE L-1 Setup L-2 LE Version L-2 LinkView F-2 Site Edit 1-14 Version 3-54, 4-10 Windows® 1-5 Controls 1-7 Screen Objects 1-6 Terms used 1-5 STARTING THE PROGRAM 2-2, 4-2 SUPPORT.
X-8 TIME ZONE 3-4, 3-6 24 Hour 2-25 Pre-defined 2-25 Setup 2-24 TRANSACTION Message H-4 Report 3-48 TRANSFER 3-14, 4-8 Link Units 4-8 Select a Unit or Tenant 3-15 Unit 3-16 TYPE.
DigiGate-700™ for Windows® - User’s Guide WINDOWS Controls 1-6, 1-7 Interface 1-5, 1-6 New Features E-2 Objects 1-6 Screen 1-6 Terms 1-5 WORD PROCESSING 3-65.
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Digitech International, Inc. 800 523 9504 toll free www.digitech-intl.
