Sentex Programming Software for Windows Version 3.
Contents Contents Chapter 1: Installation and Overview _______________________________________ 5 System Requirements _________________________________________________________________ 5 Differences Between SPS and SPSWin ___________________________________________________ 6 Installing SPSWin ____________________________________________________________________ 7 SPSWin Helpful Hints and Tables ______________________________________________________ 10 SPSWin Unit Setup Overview __________________________
Contents Chapter 7: 3 Entering and Editing Unit Data __________________________________ 35 Time Zones ________________________________________________________________________ 36 Schedules__________________________________________________________________________ 39 Holidays __________________________________________________________________________ 43 Access Levels ______________________________________________________________________ 45 Access Codes________________________________________________________
Contents Appendix_______________________________________________________________ 87 SPSWin Main Window Menu Bar ______________________________________________________ 87 Unit Definition Window Menu Bar _____________________________________________________ 91 Control Panel Actions Reference _______________________________________________________ 93 Merge Options (Data Results Reference) _________________________________________________ 94 Conflict Definitions (Unit Update Status Report)__________________
Chapter 1: Installation and Overview 5 Chapter 1: Installation and Overview The procedures in this manual assume that you are familiar with your telephone entry system (Horizon, Infinity, or Multi-Link). This chapter will cover . . .
Chapter 1: Installation and Overview Differences Between SPS and SPSWin This introduction provides a quick overview of the differences between SPS and SPSWin. USABILITY SPS is linear – accessing each feature requires a step-by-step procedure. SPSWin is a Windows program – you can access any feature at any time. VERSATILITY SPS stores only basic tenant and unit data. SPSWin also stores time zones, schedules, holidays, relays, etc.
Chapter 1: Installation and Overview 7 Installing SPSWin ABOUT THE CD This CD includes the installation programs for: SPSWin (SPS for Windows) – includes ERMAWin (ERMA for Windows). SPS-DOS (SPS DOS version) – refer to the SPS-DOS User’s Guide for more information. ERMA-DOS (ERMA DOS version) – refer to the ERMA-DOS User’s Guide for more information. GENERAL INSTALLATION INSTRUCTIONS You may install any of the three applications from this CD.
Chapter 1: Installation and Overview STEP 1: INSTALLING SPS/ERMAWIN, VERSION 3.1 In order for SPSWin to operate properly, it must be installed onto the computer hard disk drive. SPSWin cannot be executed directly from the diskette or CD. SPSWin is compatible with the following operating systems: Windows 95 (full version), 98, ME, NT, 2000, and XP. SPSWin will not run in Windows 3.1 or 3.11. Windows 95 Users: You must have Y2K Update installed on your machine.
Chapter 1: Installation and Overview 9 STEP 3: UPGRADE DATABASE UTILITY FOR ALL VERSIONS 1 Start SPSWin. If you get a message stating “Database Version Mismatch”, you must run the SPSWin Database Upgrade Utility. 2 Run the Database Upgrade Utility (under the Tools menu in SPSWin). OR From the taskbar, click Start. Highlight “Sentex Applications”. Click on “SPSdbu32” to run the upgrade utility. 3 Run the utility on your SPSWin database(s). Click on SPSWin. Check the file name and path.
Chapter 1: Installation and Overview SPSWin Helpful Hints and Tables HELP SPSWin has five “help” aids: Tool Tips are brief descriptions of most buttons and many screen features. Status bar help is located near the top of the Main Screen and at the bottom of the Edit Menu screens. “What Next?” is a button located in the button menu. “Getting Started” is in the Help menu of the Main Screen. Online Help is an on-line version of this manual provided for reference.
Chapter 1: Installation and Overview 11 Row Selector Column: Select an entire row by clicking in the Row Selector Column. The row will be highlighted. Column Header Row: These entries tell you what information can be found in each column. You can change the column width by placing the mouse pointer over a column divider in the column header. The icon changes to a double-arrow sizing icon. Drag the icon to resize the column. Row Indicator: The triangle indicates the current row selected.
Chapter 1: Installation and Overview SPSWin Unit Setup Overview Because SPSWin is capable of so much, new units can require extensive setup if all SPSWin functions are to be used. When setting up new units (all types except Horizon, which is simpler), Sentex Systems recommends that you follow the setup sequence provided below. NOTES You do not have to use all the features listed below. Only the steps marked with an asterisk (Ã) are required.
Chapter 1: Installation and Overview 13 8. DIRECTORY SETS PAGE (MULTI-LINK ONLY) Create all necessary Directory sets and select all applicable units. 9. ACCESS CODES PAGE (ALL UNITS EXCEPT HORIZON) Enter all Tenant names, telephone numbers, cards, codes, etc. All schedules previously set up will be accessed from here if needed.
Chapter 2: Starting SPSWin Chapter 2: Starting SPSWin This chapter will cover . . . Starting SPSWIN Page 14 Passwords Page 15 Creating or Editing an SPSWin Password Page 15 Main Window Toolbar Reference Page 16 Starting SPSWIN 1 Click on START. 2 From the fly-up START menu, select PROGRAMS. 3 From the fly-out PROGRAMS menu, select Sentex Applications. 4 From the Sentex Applications menu, select SPSWin32.
Chapter 2: Starting SPSWin 15 Passwords There are two types of passwords used in SPSWin: Unit Passwords SPSWin Passwords Unit Passwords are required when connecting to a unit and must be 6 numeric digits in length. Unit passwords also add an extra level of security by allowing you to assign selected units to other SPSWin users. SPSWin Passwords are not required and can range in length from 1 to 30 characters. SPSWin passwords force SPSWin users to enter a password when opening the application.
Chapter 2: Starting SPSWin Main Window Toolbar Reference Button: Purpose: Doc 6001275, Rev C Page Reference Creates a new stand-alone unit definition. 23 Opens an existing stand-alone unit definition. 23 Creates a new multi-link chain definition. 26 Opens an existing multi-link chain definition. 26 Prompts SPSWin to automatically configure your modem settings. 17 Allows you to custom configure your modem settings. 19 Runs the Update Status Report. 81 Runs the Unit Detail Report.
Chapter 3: Communications 17 Chapter 3: Communications This chapter will cover . . . Accessing Modem Configuration Page 17 Setting Your Modem Configuration and Connect Set Page 17 Connecting to a Unit Page 20 Communications Options Page 22 Accessing Modem Configuration When SPSWin has been successfully started, the Main Window is displayed (see Figure 4). Most SPSWin functions may be accessed from the Main Window.
Chapter 3: Communications Figure 5: Connect Sets and Modem Configuration Window SPSWin will automatically . . . Search for each COM port on your computer, identifying any modems. Create a connect set for direct connection (RS232) on each COM port. Create (2) two connect sets for each modem (300 & 2400 baud). When SPSWin finishes its search, you will arrive at the Select Modem screen for each modem it found (Figure 6). Figure 6: Select Modem Screen 2 Select the modem from the drop-down field.
Chapter 3: Communications 19 3 Click OK. 4 When the window displays “Click OK to save,” it has created and named at least one connect set for you and is finished. When you are finished saving the connect set, click the Done button to return to the SPSWin Main Window. NOTE: If Auto Configure can’t decipher your modem setup, . . . Make sure your modem is turned ON and enabled. Use Retry once or twice.
Chapter 3: Communications If this fails, select a Default value from the drop-down field and try to connect to a unit. If the first default setting doesn’t work, try other default settings. Once you have identified which initialization strings work, you can enter the model name. SPSWin will store these new modem settings.
Chapter 3: Communications 21 Sentex Systems recommends starting out by using Automatic. If you have problems connecting using Automatic, then try Manual, which allows you to set the time at which the password is sent. Once you determine the best time to send the password, select Timed Automatic so you don't have to reset the Manual answer mode each time you connect with the unit. 3 Click on the Connect button. The Connect To Unit window will be displayed (Figure 9).
Chapter 3: Communications Communications Options The Communications Options screen (Communication menu >>> Options) allows you to configure particular communications settings when SPSWin cannot successfully connect to the unit(s) under its current or default settings. NOTE: Change the Modem Connection and Direct Connection settings ONLY under the qualified guidance of your local Sentex Systems dealer.
Chapter 4: Creating or Editing a Unit Definition (Stand-Alone Units) 23 Chapter 4: Creating or Editing a Unit Definition (Stand-Alone Units) This chapter will cover . . . Opening a New Unit Definition Window Page 23 Creating or Editing a Unit Definition (Stand-Alone) Page 24 Copying a Unit Definition Page 25 Opening a New Unit Definition Window Open the Unit Definition Window by double clicking on the Existing Sentex Units field of the SPSWin Main Window (see Figure 13).
Chapter 4: Creating or Editing a Unit Definition (Stand-Alone Units) Creating or Editing a Unit Definition (Stand-Alone) The Unit Definition Window contains all the functions necessary to manage a unit, which are indexed like a card file with “tabs” (see Figure 14). When you access the Unit Definition Window, the Profile Page appears first. Figure 14: Unit Definition Window Profile Page 1 Enter the Unit Site Name.
Chapter 4: Creating or Editing a Unit Definition (Stand-Alone Units) 25 Copying a Unit Definition When copying a unit definition, SPSWin will create a new unit definition and copy over all associated data. Figure 15: Copying Unit Definition Screen To copy a unit definition, . . . 1 At the SPSWin main window, select the unit definition that you want to copy. 2 Under the Unit menu option, select Copy. 3 At the Copying Unit Definition screen (see Figure 15), edit the Unit Site Name, if necessary.
Chapter 5: Creating or Editing a Multi-Link Chain Chapter 5: Creating or Editing a Multi-Link Chain This chapter will cover . . . Opening a New Multi-Link Chain Definition Window Creating a New Multi-Link Chain Definition Page 26 Page 27 Opening a New Multi-Link Chain Definition Window Open a new Multi-Link Chain Definition Window by clicking on Unit, New, then Multi-Link Chain on the SPSWin Main Window Menu, or by selecting the New Multi-Link Chain icon on the main window toolbar (Figure 16).
Chapter 5: Creating or Editing a Multi-Link Chain 27 Creating or Editing a Multi-Link Chain Definition Add Unit Figure 17 TOP: Multi-Link Definition Window Profile Page Bottom: Multi-Link Chain Unit Edit Screen Doc 6001275, Rev C
Chapter 5: Creating or Editing a Multi-Link Chain To create a Multi-Link Definition, refer to Figure 17 and follow the directions below: 1 Enter the Chain Name. This is the name that will be displayed in the Existing Sentex Units field of the SPSWin Main Window. 2 Enter the Short Name. Clicking the cursor in this field causes SPSWin to create the short name for you.
Chapter 6: Receiving Data From Unit 29 Chapter 6: Receiving Data from Unit This chapter will cover . . . Selecting Display Type Page 29 Downloading Unit Data Page 30 Verifying Unit Data Has Been Received Page 33 Upgrading Your Unit(s) Page 34 Selecting Display Type Before connecting with the unit, first select the Display Type. From the Unit Definition Window select the Messages tab. The User-Defined Messages page will appear (see Figure 18).
Chapter 6: Receiving Data From Unit Downloading Unit Data From the Unit Definition Window, select the Connection tab, and the Unit Definition Window Connection Page will appear (see Figure 19). NOTE: If you have input unit data that will differ from the unit data to be downloaded, refer to Merging Unit Data on page 69. Figure 19: Unit Definition Window Connection Page 1 Select the connect set from the Name drop-down field.
Chapter 6: Receiving Data From Unit 31 We recommend starting out by using Automatic. If you have problems connecting using Automatic, then try Manual, which allows you to set the time at which the password is sent. Once you determine the best time to send the password, select Timed Automatic so you don't have to reset the Manual answer mode each time you connect with the unit. 4 Click the Connect button. The Connect To Unit window will be displayed (see Figure 20).
Chapter 6: Receiving Data From Unit 7 When the connect process begins, the Connect Status box (top right of window) and the status area (lower right of window) become active, and the Connect button changes to Disconnect, allowing you to terminate the connection at any time. When the Connect Status box turns green and displays On Line, and the status area at the bottom of the window turns blue and displays Connected, SPSWin is connected to your entry system and ready to download unit data.
Chapter 6: Receiving Data From Unit 33 Verifying Unit Data Has Been Received Once the unit data has been received, you can check the Unit Definition window (Figure 21) to ensure the data has been successfully recorded into the database. You may also want to run the Update Status Report to verify the download, especially if any warnings were displayed during the upload/download process.
Chapter 6: Receiving Data From Unit Upgrading Your Unit(s) When you upgrade a Horizon, Infinity, or Multi-Link, you will need to receive the unit’s new settings before you begin programming it. 1 Open the unit Profile. Refer to Accessing Unit and Multi-Link Data Fields on page 55. 2 Download the new settings from the unit. Refer to Downloading Unit Data on page 30. 3 Check to see that the new settings were received. Refer to Verifying Unit Data Has Been Received on page 33.
Chapter 7: Entering and Editing Unit Data 35 Chapter 7: Entering and Editing Unit Data Entering and editing data for units and Multi-Link chains is done in the same way. Unit data fields are accessed in the same way, the same steps for data must be followed, and whether edited or entered for the first time, the data must be saved or it will be lost when you exit SPSWin. The following sections contain procedures for using all Unit and Multi-Link Definition window tab functions. This chapter will cover . .
Chapter 7: Entering and Editing Unit Data Time Zones From the Unit Definition Window, select the Time Zones tab to display the Time Zones page (see Figure 22). Figure 22: Unit Definition Window Time Zone Page Time Zones are combined with relays to restrict access in the Access Levels. You can restrict the access of cards or codes to specific relays on certain days at particular times.
Chapter 7: Entering and Editing Unit Data 37 STAND-ALONE UNITS 1 From the Time Zone page, select a time zone from 1 to 7 by clicking anywhere in the row, then clicking on the Edit button. The Creating Time Zones window will appear (see Figure 23). 2 Time Zone Name: Enter the desired name for the time zone being created (or edit the name of the time zone being edited). 3 Description: Enter any notes or description of the time zone being created (or edit the description of the time zone being edited).
Chapter 7: Entering and Editing Unit Data To set up a time zone that extends past midnight and into the next day, create one segment running to midnight (Monday through Friday, 8 PM to 11:59 PM) and another segment starting at midnight on the following days (Tuesday through Saturday, 12:00 AM to 4 AM). Holidays may be included or excluded from a time zone.
Chapter 7: Entering and Editing Unit Data 39 Schedules Schedules allow you to automatically unlock and relock a door, open and close an electric gate, or control almost any other function at times you specify through the use of the unit's relays. Each schedule can contain up to three time segments. For example, doors can automatically unlock at 8AM and relock at 5PM on weekdays, but unlock only from 8AM to 12 noon on Saturdays.
Chapter 7: Entering and Editing Unit Data For a Multi-Link Chain: Use the Edit button to change an existing schedule parameter. Use the Delete button to erase the current highlighted schedule from the list.
Chapter 7: Entering and Editing Unit Data 41 1 Schedule Name: Enter the desired name for the schedule being created (or edit the name of the schedule being edited). 2 Description: Enter any notes or description of the schedule being created (or edit the description of the schedule being edited). This field is optional. 3 Segment: Select the schedule segment to be created/edited by clicking on the desired segment number (1, 2, or 3) in the Segment box on the lower left of the window.
Chapter 7: Entering and Editing Unit Data ASSIGNING SCHEDULES TO UNITS/RELAYS (Multi-Link Systems Only) 1 At the Sentex Unit Definition window, click the Relays tab. See Figure 28. 2 Under the Member Unit Name column, locate the unit/relay row to which you will assign the schedule. 3 Under the Auto Lock Schedule column, click the right edge of the cell and select a schedule from the drop-down list. 4 Click the Apply button to save your changes. 5 Click the Done button to exit the window.
Chapter 7: Entering and Editing Unit Data 43 Holidays From the Unit Definition Window, select the Holidays tab to display the Holidays page (see Figure 29). Figure 29: Unit Definition Window Holidays Page The Holidays page establishes the dates the unit will treat as holidays in assessing time zones and automatic lock/unlock schedules. On Holidays, the normal lock/unlock schedules do not apply. You can exclude Holidays from Time Zones. For more information, see Time Zones on page 36.
Chapter 7: Entering and Editing Unit Data STAND-ALONE UNITS 1 From the Holidays page, select a holiday by clicking anywhere on the row, then clicking on the Edit button. The Setting a Holiday window will appear, as shown in Figure 30. 2 Holiday Name: Enter the desired name for the holiday being created (or edit the name of the holiday being edited). 3 This Holiday Occurs On: Set the date of the holiday by using the arrows on either side of the date box.
Chapter 7: Entering and Editing Unit Data 45 Access Levels From the Unit Definition Window, select the Access Levels tab to display the Access Levels page (see Figure 31). Figure 31: Unit Definition Window Access Levels Page (for Infinity) Access levels allow you to restrict access of cards or codes to certain times, during certain days at certain entrances. They can be valuable in providing limited entry access to maintenance, gardening and other non-tenant personnel.
Chapter 7: Entering and Editing Unit Data MULTI-LINK CHAINS For Multi-Link applications, the Access Levels page contains a column for each unit’s relays and time zone, which allows you to specify the units and relays. Figure 32: Unit Definition Window Access Levels Page (for Multi-Link) 1 Access Level Name: Enter the desired access level name. 2 Description: Enter any description or notes pertinent to this access level.
Chapter 7: Entering and Editing Unit Data 47 Access Codes The Access Codes page (see Figure 35) allows you to enter access codes and create your directory from the same window, since data entered here becomes part of the database. ABOUT DISPLAY SETS Before entering data or searching for entries, understand the way SPSWin displays its access code entries. SPSWin displays these entries in “Display Sets”.
Chapter 7: Entering and Editing Unit Data ENTERING ACCESS CODES Enter Access Codes as follows: 1 Name: Enter the tenant's full name, using up to 50 characters. 2 Directory Name/Name at Unit: The name that will be sent to the unit. When you click on this field, SPSWin automatically enters the tenant's name in uppercase letters; you can enter an alternate name (i.e., MANAGER) or delete the entry. The number of characters allowed is as follows: For Horizons, Infinity L, Infinity S, and Infinity M: 13.
Chapter 7: Entering and Editing Unit Data 49 BULK-LOADING CODES The Enter Range of Codes feature allows you to bulk-load a large number of entry codes/cards into the system at one time. Names cannot be associated with entry codes/cards when entered as a group, but may be added to individual records later. EXAMPLE: You have just received 250 cards to enter into the system. Why bulk-load them? Every time someone needs a card, you won't have to individually generate a new card in SPSWin right away.
Chapter 7: Entering and Editing Unit Data DELETING ACCESS CODES The Delete Access Codes feature allows you to . . . Delete a single access code record. OR Delete all access codes from the current display set (see page 47 for more information on display sets). Delete all of the directory codes, entry codes, and/or card codes from the current display set. 1 At the Unit Definition window, under the Access Codes menu option, select Delete. You will arrive at the Delete Access Codes window (Figure 38).
Chapter 7: Entering and Editing Unit Data 51 2 Click on the User-Defined Fields … . 3 The User-Defined Fields Entry screen displays. 4 Click in one of the boxes under User-Defined Field Name. Enter the name of the field you wish to use. For example, “No. of persons using unit”. You may enter up to five field names. 5 When you are finished, click on the Done button. This will save the fields. If you do not wish to save the field names, click on the Cancel button.
Chapter 7: Entering and Editing Unit Data Step 1: Select the type of data you want to search. Step 2: Select the comparison value (e.g., begins with, contains, etc.) Step 3: In the Value field, enter the name, code, etc. you are want to locate. Step 4: Click OK. Figure 40: Record Search Window Step 1: Select the Sort By option. Step 2: Select the Sorting Order. Ascending sorts from A to Z. Descending sorts from Z to A. Step 3: Click OK. Figure 41: Sorting by Name Step 1: Select the Sort By option.
Chapter 7: Entering and Editing Unit Data 53 Search Tips: Explore the different ways of searching and sorting access code records by reviewing the Data and Comparison drop-down boxes on the SPSWin Specify Access Code Record Subset screen (Figure 40).
Chapter 7: Entering and Editing Unit Data Sentex Systems recommends that you validate your data if: You have added a significant amount of entries. You are experiencing system difficulties. To return to the normal view after validating your data, click Get All. NOTE: After correcting any invalid entries, re-do the validation to ensure all problems have been corrected.
Chapter 7: Entering and Editing Unit Data 55 Accessing Unit and Multi-Link Data Fields New Open New Open Multi- MultiUnit Unit Link Link Chain Chain Figure 44: SPSWin Main Window Unit Site Name Selection 1 Stand-Alone Units: In the SPSWin Main Window, double click on the desired unit name in the Unit Site Name column of the list of Existing Sentex Units, OR click on the Open Unit icon (see Figure 44).
Chapter 7: Entering and Editing Unit Data Creating and Editing Directory Sets (Multi-Link Only) Directory sets are a Multi-Link feature that allow you to define which directory codes and telephone numbers will be sent to and be valid at which units. The first step in using directory sets is to create the subset of units, or Directory Set, in this window. The second step is to enter all the desired the codes and telephone numbers in the Access Codes window, which displays ALL codes for ALL units.
Chapter 7: Entering and Editing Unit Data 57 Relays From the Multi-Link Chain Definition Window, select the Relays tab to display the Relays page (see Figure 46). Figure 46: Multi-Link Chain Definition Window Relays Page ABOUT RELAYS The Relays page allows you to set or edit relay settings. When setting your relays, ask yourself, . . . "How do I want the door (via the relay) to respond to a card or entry code?" “Is the door set up to sound an alarm, if forced open?" "How long an activation time (e.g.
Chapter 7: Entering and Editing Unit Data STAND-ALONE UNITS 1 Relay Name: Enter the relay name and any other short notes (this data is not sent to unit). 2 Activation Time: Enter the desired activation time in seconds. Relays can be set to activate from zero (0) to 99 seconds. 3 Controls: Select the desired relay function: For Infinity and Multi-Link: Relay 1 and Relay 2 are set to control and cannot be changed. Select the relay function for relay 3 and relay 4 from the drop-down menu.
Chapter 7: Entering and Editing Unit Data 59 Settings From the Unit Definition Window, select the Settings tab to display the settings page (see Figure 47). The Settings page allows you to set or edit the unit settings. Settings can be retrieved from the unit by connecting with the unit and selecting either Receive Settings or Receive All (see Chapter 6: Receiving Data from Unit on page 29).
Chapter 7: Entering and Editing Unit Data 7 Jump to Middle of Display: You may wish to use this option if your directory is very long. The first time a visitor presses the pound key (#), the middle of the directory name/name at unit will be displayed. 8 Auto-Prefix Long Distance Phone Numbers With 1: Check this box if you must dial 1 to make long distance telephone calls in your area. 9 Alarm Phone Number: If the unit has been programmed to make an alarm call, the telephone number is displayed.
Chapter 7: Entering and Editing Unit Data 61 3 Cards = Codes: Enabling this Infinity and Multi-Link function allows card numbers to be used as entry codes. When enabled, the Number of Digits in an Entry Code box will be set at “5”. 4 Maximum Number of Keypad Errors: Sets the number of keypad errors before the unit stops accepting codes for 3 minutes and closes a relay or places an alarm call if options are enabled.
Chapter 7: Entering and Editing Unit Data 8 Alarm Phone Number: If the unit has been programmed to make an alarm call, the telephone number is displayed. Otherwise, “Alarm call disabled” is displayed. NOTE: Alarm calling must be programmed at the unit. See Programming Infinity Systems with Multi-Link Firmware, document # 6001014. 9 Facility Code (Cards Only): Enter the 3-digit facility code for this unit. If you don’t know the facility code, enter “000”.
Chapter 7: Entering and Editing Unit Data 63 Messages From the Unit Definition Window, select the Messages tab to display the messages page (see Figure 50). Figure 50: Unit Definition Window Messages Page Use this page to select and edit unit messages. Messages can be programmed automatically by selecting the appropriate unit model and clicking on the Defaults button.
Chapter 7: Entering and Editing Unit Data EDITING A MESSAGE 1 Setting messages for Multi-Link chains is the same as for stand-alone units, except that the Multi-Link Message page has a Units Box. The user must select the unit that he wishes to address, select the correct display type, and then change any messages desired. 2 Select Model: Click on the arrow and the menu will drop down.
Chapter 7: Entering and Editing Unit Data 65 Firmware From the Unit Definition Window, select the Firmware tab to display the firmware Levels page (see Figure 51). Figure 51: Unit Definition Window Firmware Page Firmware identification is made when you connect with a unit and select either Receive Settings or Receive All (see Chapter 6:Receiving Data from Unit on page 29). SPSWin automatically queries the unit about its firmware settings and displays the data in the Firmware tab.
Chapter 7: Entering and Editing Unit Data Transactions From the Unit Definition Window, select the Transactions tab to display the transactions page (see Figure 52). Figure 52: Unit Definition Window Transactions Page The transactions page allows you to select which transactions the unit will record for later downloading and report creation. NOTE: To receive transactions, connect to the unit (see page 20) and use the control panel (see page 84).
Chapter 7: Entering and Editing Unit Data 67 Notes From the Unit Definition Window, select the Notes tab to display the notes page (see Figure 53). Figure 53: Unit Definition Window Notes Page The notes page allows you to keep a log of notes on the unit you wish to retain for later reference. NOTE: This data is not sent to the unit, and is retained only in the SPSWin database. STAND-ALONE UNITS AND MULTI-LINK CHAINS 1 Click on the Enter Notes Here data field and key in any desired notes.
Chapter 8: Sending Data to a Unit Chapter 8: Sending Data to a Unit SPSWin gives you a choice of how much data you wish to send to the unit: Send Changes: Sends only the data that has changed since the last Receive or Send, and checks to see if any data has been changed directly at the unit. If SPSWin detects a possible change at the unit, it must Send All to prevent memory scrambling. Send All: All data is uploaded whether or not it has changed since the last Receive or Send.
Chapter 9: Merging Unit Data 69 Chapter 9: Merging Unit Data Merging of data happens whenever data is received from a unit. The Merge option allows you to specify how conflicts between unit data and SPSWin data are resolved. This chapter will cover . . .
Chapter 9: Merging Unit Data Setting Merge Priority The Merge Database Option allows you to select the desired merge priority for handling data conflicts. Merge options are as follows: SPSWin database overrides conflicting unit data. Unit data overrides any conflicts in the SPSWin database. Unit data only — discard SPSWin data. Query Merge Priority whenever I receive data from a unit. Report data conflicts — I'll view the report and input the correct data.
Chapter 9: Merging Unit Data 3 71 If you wish to view the results before they are printed, make sure the View Before Printing box (at the bottom right of the window) is checked, then click on the OK button. The Unit Update Status Report (see Figure 59) will be displayed.
Chapter 10: Printing or Exporting Reports Chapter 10: Printing or Exporting Reports This chapter will cover . . . Accessing Reports Page 72 Printing Reports Page 73 Exporting Reports Page 74 Reports Description Page 75 Accessing Reports STAND-ALONE UNITS The reports may be accessed from the SPSWin Main Window. 1 Select Reports from the toolbar, then select the desired report from the drop-down menu (see Figure 60). The Report Selection window will be displayed.
Chapter 10: Printing or Exporting Reports 73 Figure 61: SPSWin Main Window Report Selection Menu REPORT FOR MULTI-LINK CHAINS You may use the Unit Detail Report … to report on stand-alone units in a chain. To report on a single chain in its entirety, use Multi-Link System Report … . Printing Reports You may print a report from one of two screens: the Report Selection screen or the report's preview screen. NOTE: All reports have a default print layout (e.g., portrait or landscape).
Chapter 10: Printing or Exporting Reports PRINTING FROM THE REPORT’S PREVIEW SCREEN Click the printer icon to print the report without changing printer settings. Click this icon to change printer settings (e.g., paper orientation) before you print. Figure 63: Printing from the Report’s Preview Screen Exporting Reports To export a report: 1 Select the envelope icon 2 Select the desired data Format and Destination of the file from the Export screen.
Chapter 10: Printing or Exporting Reports 75 Reports Description UNIT DETAIL REPORT The Unit Detail Report (see Figure 65) contains a summary of unit information, including: Basic Unit Information (unit name, type, and description) Access Codes Summary (number used/number available) User Adjustable Settings Time Zone Schedule Auto-Unlock Schedule Access Codes List Access Levels Factory Installed Settings Holiday Schedule Figure 65: Unit Detail Report Doc 6001275, Rev C
Chapter 10: Printing or Exporting Reports MULTI-LINK SYSTEM REPORT The Multi-Link System Report (see Figure 66) contains a summary of Multi-Link chain information, including: Basic Unit Information (unit name, type, and description) Access Codes Summary (number used/number available) Factory Installed Settings Time Zone Schedule User Adjustable Settings Directory Sets Holiday Schedule Access Codes List Auto-Unlock Schedule Access Levels Displays this information for the entire chain Figure 6
Chapter 10: Printing or Exporting Reports 77 UNIT STATUS REPORT This report provides the following information: Unit Updates Pending: Displays when the unit’s data has been edited in SPSWin and has not been sent to the unit. Unit Last Updated: Displays the date the unit was last updated (e.g., a “Send Changes” or “Send All” command was issued). Data Last Received From Unit: Displays the date SPSWin last received data from the unit.
Chapter 10: Printing or Exporting Reports ACCESS DIRECTORY Accessing the unit directory (see Figure 68) allows you to view and print the directory. The right and left-facing arrows allow you to page through multiple page directories.
Chapter 10: Printing or Exporting Reports 79 PHONE DIRECTORY The phone directory (see Figure 69) is the same as the access directory, but also contains phone numbers for each tenant, and so can be used to view and print the phone directory. The right and left-facing arrows allow you to page through multiple page directories.
Chapter 10: Printing or Exporting Reports ENTRY CARDS AND CODES REPORT The Entry Cards and Codes Report (see Figure 70) contains information about entry cards and codes, including: Name at unit/directory name, full name (if different), code, code type (card or entry code), and access level.
Chapter 10: Printing or Exporting Reports 81 UNIT UPDATE STATUS REPORT Each time you send or receive data, SPSWin gives the set of information a revision number. Revision numbers are sequential—the most recent revision has the highest number. The Unit Update Status Report (see Figure 71) contains the status of the selected unit update, including: Unit Update Outcome Summary (unit name, unit type, update revision, update type) and update outcome).
Chapter 11: Viewing and Printing Transactions Chapter 11: Viewing and Printing Transactions This chapter will cover . . . Downloading Transactions Viewing and Printing Transactions Page 82 Page 83 Downloading Transactions You must be connected to a unit before downloading transactions. For more information on connecting to a unit, refer to page 20. Figure 72: Control Panel Window 1 Select the Control Panel button. The control panel will be displayed.
Chapter 11: Viewing and Printing Transactions 83 Viewing and Printing Transactions Retrieved transactions are automatically copied into a Microsoft ACCESS database type file (default name trxwin32.mdb - this name may be changed) for use with the Sentex Windows-based database program called ERMAWin (Event Record Monitoring and Analysis software for Windows). ERMAWin supports several different types of reports for retrieved transactions. See your ERMAWin manual or help file for details.
Chapter 12: Control Panel Chapter 12: Control Panel The Control Panel replaces the SPS Online feature, and allows you to directly control many unit functions. This chapter will cover . . . Using the Control Panel Changing the Unit Password Page 84 Page 86 Using the Control Panel You must be connected to a unit before using the control panel. For more information on connecting to a unit, refer to page 20.
Chapter 12: Control Panel 85 NOTES: Sending the Reset Unit command will restart the unit(s) and automatically end the connection. Multi-Link Chains only – commands are sent only to those units selected in the Connection window. Once you are connected, Send commands as quickly as possible. Otherwise, the unit will time out and disconnect.
Chapter 12: Control Panel Changing the Unit Password Figure 75: Changing Unit Password (Unit Access Code) STAND-ALONE UNITS 1 In the Unit Actions field, use the scroll bar or the up and down arrows to display the action: “Change Unit Access Code (password)”. Select this action. 2 In the “New Programming Access Code:” box, enter the password. 3 When the action is selected, the Send button becomes active. Click on the Send button to send the command to the unit.
Appendix 87 Appendix This chapter will provide brief explanations of the SPSWin Windows-style menu bars, the Control Panel Actions, and the Merge Conflict Messages. To save space, any functions covered elsewhere will be referenced out. Those functions not covered elsewhere will be detailed here. This chapter will cover . . .
Appendix REPORTS FUNCTION Unit Detail Report Multi-Link System Report Unit Status Report Access Directory Phone Directory Entry Cards and Codes Report Unit Update Status Report DESCRIPTION This report contains a summary of unit information, including Basic Unit Information (unit name, type, and description), Factory Installed Settings, User Adjustable Settings, Holiday Schedule, Auto-Unlock Schedule, Time Zone Schedule, Access Codes Summary (number used/number available), and the Access Codes List.
Appendix Compact It Rebuild It Create It Delete It Upgrade Utility 89 This function allows you to compact an existing database in order to minimize memory usage and speed up data access. A faulty database must be compacted before it can be repaired. Deletes the current database and recreates it, but all data is lost in the process. This function allows you to create a new database. This function allows you to delete the current database. Launches the database upgrade utility.
Appendix HELP FUNCTION Contents Search for Help On What Next Keep Help on Top DESCRIPTION Displays a list of Help topics. Displays a find window to search help topics. Provides help on your next step. When enabled, SPSWin Help will remain in front of all other SPSWin windows. Selecting this help feature displays a drop-down menu as follows: How to Contact: Advises contacting local dealer for technical support.
Appendix 91 Unit Definition Window Menu Bar DEFINITION FUNCTION Save Delete Add Unit to Set (Multi-Link Only) Delete Unit from Set (Multi-Link Only) Save As Clear All Close DESCRIPTION This command saves Unit Definition data entered in the window. This command deletes the current Unit Definition. Adds unit into multi-link chain. Removes unit from multi-link chain. This command saves an existing Unit Definition data as another unit name.
Appendix ACCESS CONTROL FUNCTION Access Levels Time Zones Schedules Holidays DESCRIPTION Selecting this function displays the Access Levels page of the Unit Definition Window. Refer to Access Levels on page 45. Selecting this function displays the Time Zones page of the Unit Definition Window. Refer to Time Zones on page 36. Selecting this function displays the Schedules page of the Unit Definition Window. Refer to Schedules on page 39.
Appendix 93 Control Panel Actions Reference ACTION ITEM Set Unit Clock Latch Relay 1/2/3/4 Cycle Relay 1/2/3/4 Retrieve All Transactions Retrieve Selected Transactions Set Answer Method to Standard (or Old) Set Answer Method to Shared Line (or New) Toggle Display Setting Change Unit Access Code (password) Resort Directory Reset Unit Enable / Disable 26 bit Cards Enable / Disable Prefix 1 Enable / Disable Speech Enable / Disable Multi-Entry Enable / Disable Large Transaction Memory Enable / Disable Battery
Appendix Merge Options (Data Results Reference) This section will aid you in understanding how the merge options differ from one another. SPSWin’s merge feature enables you to resolve data conflicts that occur when you merge data received from a unit with data already stored in the SPSWin database. Table 15 (next page) provides data results for three download scenarios (one for each merge option).
Appendix SETTINGS Directory Code Length Number of Keypad Errors Rings Before Answer Talk Time (in seconds) PBX Digit Dialing Type ACCESS CODES Relay Activation Time Messages MERGE OPTIONÃ ➔ Receive Method ➔ Directory Code Length Number of Keypad Errors Rings Before Answer Talk Time (in seconds) PBX Digit Dialing Type Relay Activation Time Messages Directory Code (1) Directory Code (2) Directory Code (3) Directory Code (4) Entry Code (1) Entry Code (2) Entry Code (3) Directory Code (1) Directory Code
Appendix Conflict Definitions (Unit Update Status Report) If the data transferred between SPSWin and the unit conflict (e.g., the Firmware ID number differs), this information will appear in the Outcome Details area of the report. The conflicting data type may appear as a vague combination of characters and numbers (e.g., DirDial0, MaxNameCharsDC, etc.). To understand the meanings of these data types, use the table below as a reference.
Appendix CONFLICT DESCRIPTION DialingType MaxDirectoryDigits MaxCodeDigits TransactionOptions ExecutiveOptions DirDial0 LongPhoneNumbers RelayConfig DisplayTypeSetting EmergencyPhone JumpMiddleDisplay AnswerMethod 97 DATA TYPE Pulse or Tone Maximum Number of Digits in Directory Code Maximum Number of Digits in Entry Code Controls types of transactions stored at the unit. Only applies if system uses Executive Codes Horizon Systems Only: 0 dials displayed directory code.
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