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Page 1 KeyWatcher Touch Installation and Users Guide 11/10/2011 xxxx-xxx KeyWatcher Touch By: Morse Watchmans Inc. Installation and Users Guide

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Page 1: KeyWatcher Touch - Keywatch Systems QLD · The KeyWatcher Touch system is designed to be user serviceable and our technicians can provide instructions and over the phone support while

Page 1 KeyWatcher Touch Installation and Users Guide

11/10/2011 xxxx-xxx

KeyWatcher Touch By: Morse Watchmans Inc.

Installation and Users Guide

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Welcome Page 2

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Welcome Thank you for purchasing the KeyWatcher Touch electronic key management system. In this guide you will find information on how to install, program and operate, this product.

This guide is broken into 3 sections:

1. Installation and Getting Started

2. Programming and Managing

3. References

These sections will step you through the installation of the system and software, provide setup and programming steps and advise, how to manage and run reports, and finally a reference section that will describe the features of the system, provide diagrams and instructions for how to replace parts.

This product includes free lifetime technical support. The KeyWatcher Customer Service and Technical Support department can be reached any time between 8am and 5:30pm EST, Monday through Friday (except on major holidays/observances) @ 203-264-4949, Option 2 for Customer Service, Option 2 again for KeyWatcher.

Warranty Information: Please read through the warranty documented on the following page. Parts deemed by the KeyWatcher Service department will be shipped to the customer via next day delivery. The customer will be responsible for the installation of the part(s) received. Please read the RMA paperwork that will accompany any parts sent under warranty. This paperwork provides instructions for the return of the parts to Morse Watchmans.

Installation: If there are any questions or concerns about installing the part, please contact the KeyWatcher Service department. The KeyWatcher Touch system is designed to be user serviceable and our technicians can provide instructions and over the phone support while the part is installed. It is important that whenever the system is being worked on that it be powered down (both AC power and all main backup batteries unplugged).

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Warranty Registration:

Subject: Warranty Registration

Date of Purchase: ____________________________________________________________________

Purchased From: ____________________________________________________________________

Model: _____________________________________________________________________________

Serial Number: ______________________________________________________________________

Company Name: _____________________________________________________________________

Address: ____________________________________________________________________________

City: _______________________________________________________________________________

State: _____________________________ Zip: _____________________________________________

Phone: _____________________________ Fax: ___________________________________________

Contact Name:______________________________________________________________________

RETURN THIS FORM TODAY TO INSURE PROPER WARRANTY COVERAGE.

Mail To:

In the U.S.A. Morse Watchmans, Inc. 2 Morse Rd. Oxford, CT 06478

In the UK (UK Customers only) Morse Watchmans, UK Nottingham Road, Daybrook Nottingham, NG5 6JQ

Fax To:

(U.S.A.)- (203) 264-8367 (UK Customers only) - (0115) 967-1306

E-Mail To:

[email protected]

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Morse Watchmans Limited Warranty Page 4

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Morse Watchmans Limited Warranty Morse Watchmans, Inc. (MWI) warrants each KeyWatcher system to be free from defects in material and workmanship, under normal use, and to service, for 2 years after the date of shipment to the original purchaser subject to terms and conditions stated below:

1) WARRANTOR: Morse Watchmans, Inc., 2 Morse Rd., Oxford, CT, 06478.

2) PARTIES TO WHOM WARRANTY IS EXTENDED: To the original purchaser only.

3) PARTS COVERED: All products and parts manufactured by or for MWI except as provided below.

4) REMEDY: If, within the warranty period, any product or part covered by this warranty proves to be defective in material and/or workmanship, then MWI shall, at its option, repair or replace the defective product or part.

5) PROCEDURE FOR OBTAINING PERFORMANCE UNDER THIS WARRANTY: In order to obtain performance, the original purchaser must promptly notify MWI of the defect, at this time MWI will determine what parts, if any, are defective. MWI will then send any replacement parts under an RMA # (Return Materials Authorization#) which is necessary to return any defective parts to MWI. All transportation costs to and from MWI will be at the expense of the original purchaser. ANY CLAIM MADE UNDER THIS WARRANTY MUST BE ACCOMPANIED BY PROOF OF ORIGINAL SHIPMENT DATE.

6) SOLE REMEDY: The remedy and liability for breach of any warranty, whether express, implied, or otherwise, is set forth above and is the sole and exclusive remedy and the limit of liability for any such breach.

7) DESIGN CHANGES: MWI reserves the right to make changes in the design or material of the system of any product or part without incurring any obligation to incorporate such changes in any system, product, or part previously manufactured or advertised.

8) EXCLUSIONS: This warranty does not extend to any defect due to the negligence of others, failure to operate or maintain the system or any product or part in accordance with the operating and maintenance instructions furnished with each system, unreasonable use, accidents, alterations, ordinary wear and tear, or the use of unauthorized or non-standardized parts or accessories.

a. THERE ARE NO WARRANTIES, EXPRESS, IMPLIED, OR OTHERWISE, OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR OTHERWISE, WHICH EXTEND BEYOND THIS WARRANTY. MWI SHALL NOT BE RESPONSIBLE FOR LOSS OF USE OF ANY SYSTEM, LOSS OF TIME, INCONVENIENCE, OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES WITH RESPECT TO BUSINESS OR PROPERTY, WHETHER AS A RESULT OF BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY IN SORT, OR OTHERWISE.

9) NO VARIATIONS OF TERMS: No person has the authority to orally, in writing, or in any other way vary the terms, conditions, or exclusions of this warranty or to make any express warranties other than those set forth above.

Copyright Notice Copyright 1988 Morse Watchmans, Inc.

All Rights Reserved

Trademark Information Morse Watchman and the Morse symbol are trademarks

of Morse Watchmans, Inc.

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Table of Contents

Welcome ............................................................................................................................... 2

Warranty Information: ............................................................................................................. 2

Installation: ............................................................................................................................... 2

Warranty Registration: ........................................................................................................ 3

Morse Watchmans Limited Warranty .................................................................................. 4

Table of Contents ................................................................................................................. 5

Physical Installation of the cabinets .................................................................................. 10

Preparing for Mounting: ......................................................................................................... 10

Dry Wall/Wood/Metal Stud Walls .............................................................................. 10

Concrete/Cement Block Walls ..................................................................................... 10

Flush Mount / Set-In Installations ................................................................................ 11

Making the Connections .......................................................................................................... 11

Mounting the Control Box ............................................................................................ 11

Connecting Add-On Cabinets ...................................................................................... 12

Powering up for the First Time ............................................................................................... 13

Power up Procedure ...................................................................................................... 13

What to do next: ........................................................................................................... 13

Software Installation........................................................................................................... 14

KW Touch Server Install ......................................................................................................... 15

What is KeyWatcher Touch Server? ............................................................................ 15

Minimum System Requirements .................................................................................. 15

Installation Steps .......................................................................................................... 15

KW TrueTouch Install ............................................................................................................ 20

Configuring KW TrueTouch ......................................................................................... 21

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Getting Started ................................................................................................................... 23

Connecting the KW Touch to a Server .................................................................................. 23

The Site Concept ..................................................................................................................... 25

Global Users List ..................................................................................................................... 25

Creating a Site ........................................................................................................................ 26

Moving KeyWatcher Touch’s into Sites ................................................................................. 31

KeyWatcher Status Icon .............................................................................................. 32

Adding Users to the Global User List .................................................................................... 33

How to Add a User ....................................................................................................... 33

Moving users from the Global User List to a Site .................................................................. 35

Programming Guide ........................................................................................................... 37

Programing Overview ........................................................................................................ 38

Recommended Programming Order (for Sites) .................................................................... 38

Why Add SmartKeys First? .......................................................................................... 38

Global Administration (Global List of Users) .................................................................... 39

Adding Users to the Global List ............................................................................................ 40

Single User Entry......................................................................................................... 40

User Import Function .................................................................................................. 42

Editing the “.csv” File ........................................................................................ 42

Importing the Users from the CSV file ............................................................. 42

Moving Users to Sites ............................................................................................................. 43

Site Administration – Programming .................................................................................. 45

Keys .......................................................................................................................................... 45

Adding SmartKeys ........................................................................................................ 45

Key Settings .................................................................................................................. 47

SmartKey Name ................................................................................................ 47

Disable Key ....................................................................................................... 47

Key Notes Required ......................................................................................... 48

Remove Key Settings ....................................................................................... 48

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Return Key Settings ......................................................................................... 48

Groups ..................................................................................................................................... 49

Creating Groups .......................................................................................................... 49

Group Number ................................................................................................. 50

Group Name ..................................................................................................... 50

Adding/Removing Keys .................................................................................... 50

Group Release Types ........................................................................................ 50

Time Restrictions ................................................................................................................... 52

Creating a Time Restriction: ....................................................................................... 52

Time Restriction Types .................................................................................... 52

Departments ........................................................................................................................... 54

Creating Departments ................................................................................................. 54

Profiles .................................................................................................................................... 55

Creating a Profile ......................................................................................................... 55

Profile User Settings ........................................................................................ 56

Profile Permissions .......................................................................................... 57

Users ........................................................................................................................................ 58

Adding Users to the Site .............................................................................................. 58

Adding an Existing User to the Site ................................................................. 58

Adding a New User to the Site ......................................................................... 59

User Details Screen ..................................................................................................... 60

User Settings Tab ............................................................................................. 60

User Permissions............................................................................................... 61

KW Client Access Information ........................................................................ 62

Personal Information ....................................................................................... 63

Deleting a User ................................................................................................ 63

Notes ....................................................................................................................................... 64

Adding Notes ............................................................................................................... 64

Modifying and Deleting Notes ......................................................................... 64

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Installation Guide

Physical Installation of the cabinets o Making the Connections o Powering up for the First Time

Software Installation

o KW Server o KW TrueTouch

Software Login

Getting Started with Sites o Creating a Site o Moving KeyWatcher Touch’s into Sites

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Physical Installation of the cabinets Page 10

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Caution! The inner door is VERY heavy.

Physical Installation of the cabinets Once a location has been selected, the KeyWatcher can be mounted using the supplied template.

Preparing for Mounting: Please consider the following cabinet weights:

o 9 Module Cabinet is ~150lbs with no keys o 6 Module Cabinet is ~110lbs with no keys o 3 Module Cabinet is ~90lbs with no keys

Mounting Holes o The outer and inner doors must be removed to access the mounting holes

for the KeyWatcher cabinet. o Using the provided Medeco keys (all locks are keyed the same), unlock the

outer door by removing the set screw (Allen wrench provided) and pulling down on the spring loaded latch. Set the door aside.

o Unlock the inner door, and swing open. Carefully supporting the inner door, pull down on the spring loaded latch, and remove the door by tilting it slightly.

Template o A template has been provided to show the knock-out for an electrical outlet

Power o If the system is to be installed utilizing internal power, refer to the supplied

template for the location of the knockout. The receptacle must be installed in that location so that it is accessible through the knockout when the cabinet is mounted on the wall.

Grounding o There are grounding lugs in the bottom of each cabinet and the control box. o These grounds must be connected to an earth ground.

Accessibility o The ADA compliant mounting height of an appliance like the KeyWatcher

system is defined as “being accessible to all handicapped or disabled who may need to use the appliance”. We recommend that the height of the control box be between 32-38 inches off the floor.

Dry Wall/Wood/Metal Stud Walls Make sure that the studs in your wall are 16 inches (40.64 cm) apart on center. If your studs are not, a ½ inch (1.27 cm) thick piece of plywood must be fastened to

the wall (screwed into the studs) to back the KeyWatcher cabinet. We recommend using 1 1/2 inch (3.81 cm) number 10 wood screws to screw

directly into the wall studs. Bracing – It is recommended that bracing between the studs be placed in the wall

to support the weight of the KeyWatcher, especially if multiple cabinets are to be installed.

Concrete/Cement Block Walls We recommend using high quality ¼ inch anchors. Follow proper procedure for installing

the anchors into the wall.

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Flush Mount / Set-In Installations In the situation that the KeyWatcher must be mounted into the wall, please

consider the following: o The bottom mounted control box must still be able to be removed. o The control box is removed by sliding it approximately 1” to the left and

then must be able to drop down approximately 1 ½” inches. A gap or removable trim must be used.

Making the Connections Mounting the Control Box

The control box mounts by lifting the box up to the bottom of the main cabinet, inserting the mounting tabs into the slots on the bottom of the cabinet and then sliding to the left.

In the bottom of the cabinet, a hole is provided where the locking screw MUST be installed. o If this screw is not installed, the control box can be knocked off the system

causing serious damage to the system. o If the KeyWatcher is mounted in an area where equipment may be moved

past it, and could collide with it, consideration should be given to installing guard posts to prevent the control box locking screw from being sheared off and the control box dropping.

Prior to installing the control box to the bottom of the cabinet, run the tan colored cable through the hole in the bottom of the cabinet (and the power harness from the card reader board if equipped) so that they can be plugged in after the control box has been attached and secured.

Please keep in mind that the mounting information provided is to be used as a guide only and may need to be modified depending on your installation requirements. Morse Watchmans will not be held liable for any problem caused due to an improper installation.

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Connecting Add-On Cabinets Add-On cabinets are connected in succession with the main cabinet, utilizing the J5 and J6

connections on the controller board, and the J1 and J2 connections on the power management board. See below for the wiring schemes and descriptions of how to make these connections.

For the controller board connections: o The control box connects to J5 in the main cabinet. o If there are add-on cabinets, the next cabinet would connect to J6 in

the main cabinet and J5 in the add-on cabinet. o The J6 connection is always used for the connection going to the

next box.

For the power management board connections, in the main cabinet, and all cabinets containing a power supply, the power supply will connect to J1.

o The next cabinet will always connect to the J2 connector o KeyWatcher Boxes 1, 5, 10 will have power supplies installed

Prior to connecting or disconnecting any cables in the KeyWatcher Touch, all power supplies and backup batteries should be unplugged so that the system is not energized.

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Powering up for the First Time Upon completing the installation and wiring of the system, it is now time to power up KeyWatcher Touch for the first time.

** Important! Do not install any SmartKeys at this time! **

Power up Procedure 1. Plug in the AC power (wall plug) for all Add-On cabinets first and then

connect the AC power for the main cabinet’s power supply. 2. The KeyWatcher Touch should power on and show the following screen:

3. After a 2 minute time out, the screen will then display the first time start button.

What to do next: If you have not yet setup the KW Touch Server, or installed any software, go to the next

section to begin the software installation. o You will need to come back to the KeyWatcher Touch later and configure it with

the KW Touch Server information

If the software is already installed and is setup (or already in-use), then follow the steps for “Configuring the KW Touch to a Server”

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Software Installation Once the KW Touch Systems have been powered up, the KW Touch Server, and KW TrueTouch applications will need to be installed.

Start out by placing the software CD in your CD ROM drive. When the auto play prompt comes up, click the option that says “Run KeyWatcher Touch CD Menu”.

After clicking that option, the following screen should appear:

It is important that KW Touch Server is installed and properly running before installing the KW TrueTouch client application. If the KW Touch Server is already installed, then move on to the KW TrueTouch client installation.

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KW Touch Server Install What is KeyWatcher Touch Server? The server is the piece of the KeyWatcher Touch system that brings the database, the client application and KW Touch systems together. In a way the server is the “brains” of the system.

Minimum System Requirements Windows XP SP3 1GB of Ram, 2GB of free HD Space Pentium 4 processor UPS power backup

This PC will need to remain on, and have sleep/hibernation mode disabled. If the computer running the server application is shut down, or logged off of, the KWT systems will not be able to communicate with the server and will therefore operate in a limited mode.

An Administrative login will be required to install this software

The KWT Server requires the following components:

MSMQ (Microsoft Message Queue) SQL Server Express or Existing SQL Server (V2005 or higher) Addition of a local user on the PC – “kwtouch”

All required software and components will be installed automatically. The “kwtouch” user account will be locally added on the PC that the server is being installed on only. It is not required on any other PC. This account is a very limited account which is used by the KWTouch Server to access the message queues and SQL server (if using SQL Express) and by the client to log into the KWTouch Server.

Installation Steps To begin the installation, click the button in the CD Menu that says: “Install KeyWatcher Touch Server”. If you experience an error when clicking this button, then you can manually start the installation by navigating to the CD/DVD ROM, and then double click the KWTServer folder. Double click on the “setup.vbs” file to begin the installation. (See below)

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** If the PC is running Windows XP **

First, click the “Install MSMQ(XP Only)” button Once that completes, then click the “Install KWTouch Server (XP Only) button

At this point, the following screen should be displayed:

1. Click “Next” after selecting “I agree”. 2. Click Next again, the following screen will be displayed:

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3. If the path of where the software is to be installed needs to be changed, do that here. It is recommended to install the software in this location and to not change it.

4. Click “Next”. At the following screen, click next to begin the installation

5. The following screen will be shown during installation:

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6. Once the installation of the KW Touch Server software has completed, setup will continue and a configuration screen will be shown, as seen below:

SQL Express or Use Existing SQL Server: a. Select “Setup SQL Express” if a SQL server is not available or if the server is

going to operate soley off the PC (default) – Refer to Step 7 b. Select “Use Existing SQL Server” if you wish to use an existing SQL server on

your network. Refer to Step 8 c. “Enable Advanced Options” – Checking this will allow a different user account

to be utilized by the server. Also the port used can also be changed. (It is not recommended to change the port!)

7. “Setup SQL Express” If you choose this option, select it, then click “Next”. Go to Step 9

8. “Use Existing SQL Server” – If selecting this option, click “Next”. The following screen will be shown:

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a. Fill in all requested information. Make sure the specified user name already exists on the SQL Server (If not it will need to be added!). This user will then need to be given DBO privlidges to the two databases “KeyWatcherMain” and “KeyWatcherHistory” that are created. The DB Instance field can be left blank unless used by your SQL Server.

b. Click “Test Connection” to verify the connection (Screen will pop up with SQL Server Info), then click “Next”.

9. Setup will now finish. Setup will install SQL Express if that option was specified, and once complete will show the following screen:

10. Click the “Start” button to start the KW Touch Server service. If the service successfully starts, the tray icon will show:

11. Click “Close” for both windows that are open – Installation of the KW Touch Server is complete!

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KW TrueTouch Install 1. From the CD Menu, click the “Install KW TrueTouch Client Software” button. 2. Click “Next” at the welcome screen 3. At the “Select Installation Folder” screen, verify that the default path is ok for the

installation. If it is not, you may select a different path. o Also, if everyone who logs into the computer should have the software

available to them, then change from “Just Me” to “Everyone”

4. At the next screen, click next to confirm the installation. Watch the screen for the progress bar to be sure that it is installing properly.

5. Once the installation has finished, click next to close out of the installer.

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Configuring KW TrueTouch The next step is configuring the software to connect to the KWT Server

1. First, open the software by clicking on the icon on the desktop, or by navigating

through the start menu (Start/All Programs/Morse Watchman/KeyWatcher

TrueTouch)

2. The first time the software comes up, unless the software is being run on the same

PC as the server, it will not show a connection on the lower line, and the text will

be red. A connection error will be shown twice saying that the software cannot

connect. Click “OK” each time.

3. Click the “Configure” drop down at the top of the screen, and select “KeyWatcher

Server”. The following screen will be shown:

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4. At this screen, only fill in the host name field

o If TrueTouch is running on the same PC as the server, then leave this as

“localhost”.

Note: If the software is not finding the server, enter in the name of

the PC instead of leaving it setup as “localhost”.

o If the KW Touch Server is running on a different PC, enter in the name of

that PC under host name.

5. Click the “Authentication Settings” tab

o If TrueTouch is running on the same PC as the server, then use “localhost”

o If you are running this on a different PC, select “This Account”. These

settings will be defaulted to the “kwtouch” user. This information will only

need to be changed if a different account was specified during the server

installation.

6. Click the OK button. The bottom of the screen should say connected. o The default user login for the software is:

Username: MorseWatchman Password is left blank

7. Click “Ok” to login!

The software installation is now complete!

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Getting Started Connecting the KW Touch to a Server

1. Press “First Time Start”, and then touch “KWT Administer”

2. The following screen will be displayed:

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3. Touch the “KWT Server Name” field, and using the QWERTY keyboard, type in the server name. Press the “Done” button once the name has been filled in.

4. Touch the “KWT Device Name” field, and using the QWERTY keyboard, type in the server name. Press the “Done” button once the name has been filled in. The name cannot contain spaces or symbols. Use only numbers or letters.

5. Once the “KWT Server” name, and the “KWT Device Name” are entered, click the button that says “Save Settings and Reboot”

At this point the KWTouch will reboot and attempt to contact the server.

If the KWTouch is able to contact the server, then screen will show: “System Busy, Waiting for Server” or “System Busy, Server Logged In”.

If “Waiting for Server” is displayed, this means the KWT has contacted the server, but is not part of a site. This is ok for now, however, if you have a site already configured, go to “Moving KeyWatcher’s into a Site”.

If the “Server Logged In” message is shown, this means the KWTouch is synchronizing with the KWTouch Server and you will not need to do anything else. o This should only be shown if you are booting the system up with a new CPU board

or if the system is rebooting after already having been added to a site.

** Important**

If setting up multiple KWT Systems, record the KW Touch Device Name and its location. This will

assist you in moving the KWT system into the correct site in the KW TrueTouch software when

you setup your sites!

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The Site Concept One of the first steps in getting started with the KeyWatcher Touch system is to organize your KeyWatcher systems into site(s). The site concept within our software allows the individual KeyWatcher Touch systems to share a single database with all of the users (and all of their attributes) and keys being common amongst them. Each site represents a separate database. Multiple sites can be used to divide and organize KeyWatcher’s by a department or sections of a facility, etc.

1 site can contain up to 10 KeyWatcher Touch systems Up to 10 sites can be created

Before creating sites, it is important to consider how you want to organize your KW Touch systems. Remember that if a KeyWatcher is in a site, it shares all of its database information with any other KeyWatcher’s in that site.

Global Users List Another unique feature of the KeyWatcher Touch system is the Global User List. This is a list of ALL users. Users can be initially added to this list (such as from a user import), and then from this list, can be added to the various sites that they need to be active in.

This accomplishes several things:

Ensures every user has a unique user ID No more possibility of having different user ID’s based on which KW you are using KW TrueTouch login (user name and password) is associated at the global level

o The only sites in the TrueTouch client software that the user will be able to access are only the sites that they are a member of.

Users can be disabled from ALL sites with one check of the user disable check box. Reports on deleted users - The global user list also allows us to retain the ability to

still audit users who may have been deleted.

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Creating a Site One of the first things that need to be done is to create a site. Once a site has been created, programming can be started.

Keep in mind that sites can represent all of your KWT systems, or you can use this to divide your KWTouch systems into separate sites. Remember that the following is shared across a site, but NOT to other sites:

o Users (in that site) o Keys o Groups o Time Restrictions o Profiles o Departments o Notes

Steps:

1. Open the KW TrueTouch client software and login using the default login: o User Name = MorseWatchman o The password field is left blank o The default login is a “System Administrator”, which means you will see all of

the available sections of the software.

2. Click the “View” dropdown and select “Site Configuration”.

3. This will switch the software into a mode that allows for you to configure the sites. Click the “New Site” button in the toolbar.

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4. The following screen will appear:

5. Fill in the following fields: o Site Name, Site Location and Site Description

The only field required is “Site Name”, the others can be left blank.

6. Site Settings Tabs: These settings can be changed later.

o Site Features

Choose the features that apply to your system that you are licensed to use. Unavailable features will be greyed out.

o General Settings

Set the Length of the User ID o Make sure this is NOT shorter than your longest UID; A user with

a longer ID than the setting will not be able to login.

Maximum Number of Login Attempts o When checked, the KWT will lock down once the number of bad

login attempts has been exceeded, preventing logins by any user.

This can be set to a value of 1 or higher

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Lockout Time Delay o This value (in seconds) specifies how long the KeyWatcher Touch

will stay locked down after the max number of bad login attempts is reached.

This can be set to a value of 1 or higher

KeyWatcher Inactivity Timeout o This value specifies the number of seconds before a user logged

into the KWT, is logged out due to no input being detected on the touch screen.

The default value is 20; however the value can be set to 1 second or higher.

o Card Settings

If your system is equipped with a card reader, you will need to enable that here.

o Check where it says “Enable Card Reader” o Select the proper card type from the drop down.

o Biometrics Settings - This feature will be coming soon!

o Key Access Settings

Key Remove Method: This sets the type of method utilized on the KWT system to remove keys

o List - This method allows a user to choose from a list of keys tailored by what they have access to. This is an excellent method if users do not have access to a lot of keys.

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o Number – Like the previous KeyWatcher models, this allows a user to enter in the SmartKey number(s) they would like to remove.

o Name – This method allows a user to type in the name of the key they would like to remove using the QWERTY keyboard on the touchscreen.

o Choice – Displays a screen with buttons for all three options.

Key Return Method (Box Selection) o Auto – This method lets the KWT system choose the box that the

keys will be returned to. The KWT will prompt the user to enter the number of keys they would like to return and then select either the box with the most number of open locations available to return the keys.

o Manual – The user at the KWT will be prompted to enter the box # that would like to return the SmartKeys to.

o Choice – The user will be prompted with a screen asking them to choose between Auto or Manual return methods.

o Determined – If the KWT has notes or Secure Key Return options enabled and in use, the return method will be chosen by the KWT. This could also include asking the user to enter the number of the key being returned so “Notes” and SKR requirements can be met.

o Enabled Key Settings – This is a grid showing a tally of the number of keys with special remove and return settings. If the checkbox (indicator) is checked, then there are keys with notes or SKR enabled and the KWT will ask for a key number for returns.

o Hardware Settings

Idle Timeout – This specifies the amount of time that it will take for the KWT to switch to the “Idle” backlight level

Backlight Sliders: o A/C Normal – This should be set to around 50%. If the

environment is especially bright this can be increased o A/C Idle – This is the setting the display dims to once the system is

idle. This should be set to a 15-20% value so that the system appears on, but will reduce power consumption and extend display

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life. (Note: brighter setting here can reduce display longevity)

o Battery Normal – This setting should be set to the minimum brightness needed to use the system. It is set by default to same brightness as the A/C Idle setting. (Dimmer settings here can extend the amount of time the backup battery can last)

o Battery Idle – This should be set to the darkest setting possible, but still be able to see that the system is on and running. (Dimmer settings here can extend the amount of time the backup battery can last)

o Alarm Settings

Alarm Sound Duration – This slider allows you to set the length of time the audible alarm on the KWT system will sound. All the way left is off, all the way right is up to 24 hours.

Alarm on “Key Not Taken” – This turns on the “Key Not Taken” alarm.

7. Click the “Add” Button – once the status bar displays in green that the site was added successfully, click the close button.

Congratulations, your first site has been added, the next step is to add KeyWatcher Touch systems to your site

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Moving KeyWatcher Touch’s into Sites Any KWT systems that are currently powered on and communicating with the server, but are not assigned to a site will be listed under “Unassigned”.

To assign these KWT systems to a site, follow these steps:

1. Click the “Move KWT” button on the toolbar

2. The following screen will show:

o First, select the site you want to move the KWT to in the upper right hand corner.

o Next, to move the Unassigned KeyWatcher, check the system(s) you wish to move, then click the button with the arrows pointing to the right, then click the Move button

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3. Once “Move” has been clicked, the screen should look like it does below:

o Notice the status message showing the KW was moved successfully.

If you have other KWT’s to move, do so, otherwise click “Close”

The “Site Configuration” screen should now look like this:

KeyWatcher Status Icon Notice the icon next to the KWTouch (KeyWatcher Touch Device Name)

o Green indicates the server is communicating properly o Red indicates that the server is NOT communicating properly (KWT Server

experienced 3 failed attempts to contact the KWT) o Blue indicates the status is unknown. (New systems in the unassigned

category will general be given this status)

o Note: This status updates approximately every 6 minutes

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Adding Users to the Global User List The next step is to gain access to the site you have created. Sites by default when first created, have no users in them. In order to access them through the “Site Administration” tab, your user must be a member of that site. Since the “MorseWatchman” (UID 0, the default user) is a “System Administrator”, that user is able to add themselves and other users to sites.

For accountability and security purposes however, it is best that a new system admin user be added to the global list of users. Follow the steps below to add yourself and any other administrative users to the global list of users. Once complete, you will then need to move your new user account into the new site.

How to Add a User Adding a user to the global list will require the following information to be entered:

User ID (Up to 6 digits, 000000-999999, refer back to this site setting here, Pg. 27) PIN # (4 digits, any numbers) First and Last Name Client Login Name and Password (Defaults to the UID for the name if left blank) Personal Info (not required) Sites and Profiles Assignments

Follow these steps to add a user:

1. On the “Global Administration” tab, click the button on the tool bar that says “New User”.

2. The following screen should appear:

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o Fill in User ID, User PIN, First and Last Name, and Client Access information.

User ID (000000-999999)

User PIN (Any 4 digits)

First and Last Names

3. KW Client Access Information o User Name will default to UID if not set o This only needs to be completed if the user requires client access o The KWT access level assigned to the user will determine the level of

access in the client software. o Administrator Access – This gives the user access to all functions and

areas of the software.

4. Personal Info - This information is not required to be filled in.

5. Assign Site / Profiles o This section can be used to assign the user to existing site, as well as

assign a profile from that specific site to the user. **Note** If you are setting up a site for the first time, there will be no profile available in the drop down to assign to the user.

o To assign, check the site(s), and then select the profile for the site from

the drop down.

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Moving users from the Global User List to a Site The only users that can access a site (both on the KWT and in the software) are ones that

are a member of that site. So in order to begin programming, users must be assigned from

the Global User List to the Site.

Follow the steps below to move your new user ID to your new site:

1. In the Global Administration tab, click the button in the toolbar that says

“Move Users to Site(s)

2. In the upper right hand corner, make sure your new site is selected. o Check your user (and any others) from the list on the left (List of Global

Users) that you wish to move.

These should only be administrative users at this time! o Once the users are selected, click the button with the arrows pointing to

the right o Then click the “Move User” button. The message on the status bar

should say that the user(s) were moved successfully.

3. Close out of the screen by clicking the close button, or by clicking the red “X”

at the top of the window.

Congratulations! You have now successfully added yourself to the KeyWatcher

TrueTouch system, and been assigned and given access to begin programming the site.

See the next section to how to proceed with programming the system.

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Programming Guide

Programming Overview o Order in which to do… o Pre-Planning

Global Users List

o Adding Users User Import Utility

o Moving Users to Sites Many users to One Site Multiple Site with Profiles

Site Administration

o Keys o Groups o Time Restrictions o Departments o Profiles o Users o Notes

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Programing Overview The following section is designed to help you understand the programming process and to assist in making programming decisions. There are several ways to go about programming the system; however we have found the order described below is the most efficient method of programming. This programming guide will follow order of programming.

Going Live The reasoning behind programming the system in this way is based around how you will implement or, “Go Live”, with the KeyWatcher Touch system. The idea is that the very last thing you do, before the system is put into use, is attach your keys to the SmartKeys. This allows you to:

Prevent any keys from being “stuck” in the KeyWatcher during programming The programming can be done ahead of time, and reviewed to help prevent issues

with persons accessing their keys later on.

As always, if you have any questions, please feel free to contact our technical support stuff M-F, 8am – 5:30pm, @ 203-264-4949. Press option 2 for service, option 2 again for KeyWatcher.

Recommended Programming Order (for Sites) It is recommended to program the system in the following order:

1. Add users to the Global User List 2. Add SmartKeys to the Site - Do not attach any keys to the SmartKeys yet!

o Name the SmartKeys (for the ring or set or key that is attached)

** Note – The first 2 steps can be interchanged!

3. Create Groups 4. Create Time Restrictions 5. Add Departments 6. Create Profiles 7. Add Users to Site 8. Create Notes

Why Add SmartKeys First? The reason for adding SmartKeys (with no keys attached!!!) to the site first is because you want the programming to be completed prior to actually having your keys in the KeyWatcher Touch. This way, all of your users will be able to access the keys in the KWT properly as soon as you ready to “Go Live” and are able to attach your keys to the SmartKeys. When you are ready to attach your keys, the Key Summary database report will allow you to look up and remove a specific SmartKey, and attach the key(s) you have assigned to it. This way the proper key(s) end up on the correct SmartKey.

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Global Administration (Global List of Users) The Global List of Users is where all the basic information for all users is kept. This information includes:

User ID & PIN

First & Last Names

Client Login Information

Card and/or Biometric Data

This information being kept at the global level allows for the users information to be consistent across all of the KeyWatcher Sites they are a member of. Also, any card or biometric data will only need to be enrolled once.

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Adding Users to the Global List There are two methods of adding users to the Global List.

Manual Entry Importing from a “.csv” file

Single User Entry This method is the most common method of user entry. Adding a user can be done by following the steps below:

Follow these steps to add a user:

1. On the “Global Administration” tab, click the button on the toolbar that says “New User”.

2. The following screen should appear:

o Fill in User ID, User PIN, First and Last Name, and Client Access information.

User ID (000000-999999)

User PIN (Any 4 digits)

First and Last Names

3. KW Client Access Information o User Name will default to UID if not set o This only needs to be completed if the user requires client access

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o The KWT access level assigned to the user will determine the level of access in the client software.

o Administrator Access – This gives the user access to all functions and areas of the software.

4. Personal Info - This information is not required to be filled in.

5. Assign Site / Profiles o It is recommended that this only be used if adding a user to an

existing, already fully programmed site.

o To assign a user to a site, check the site(s), and then select the profile for each site from the drop down.

o If “NO PROFILE” is selected, you will need to edit the user later to assign them an Access Level. (They will “0” by default)

6. Click the “Add” button when finished. If you wish to continue on and program another user, click “Yes”, if finished, click “No”.

o The # placed in the User ID field when “Yes” is selected, is the next lowest available User ID number – this can be changed and is not required to be used.

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User Import Function Users can also be imported into the global user list via a “.csv” file which is easily editable in MS Excel and other spreadsheet software. We have included a sample CSV file in the KW TrueTouch folder on the CD.

Editing the “.csv” File Using MS Excel or another spreadsheet editor, open the “Sample KWTT Global User Import.csv” file found on the CD. With the file open in MS Excel you should see:

To utilize the CSV file:

The file must be saved/kept in .csv format (standard) The text in line 1 must not be modified All required fields must be filled in

Required Fields:

Column A: User ID o Must be a value between 000000 – 999999

Column B & C: First Name & Last Name Column D: PIN Number

o Must be a 4 digit numerical value Column E & F: Card Access & Bio Access (Leave as “0” value)

o “0” Indicates disabled o “1” Indicates enabled

Columns G through Q are not required to contain information.

Importing the Users from the CSV file Once the file has been edited and saved, with KW TrueTouch open:

Go to the “Global Administration” tab, and select the “Import Global Users” from the toolbar.

Select the import file by navigating to its location, and then select it. Click the

“Open” button. If successful, the software will display a prompt showing how many users were

added. Check the list of all users, and check to make sure they were added

properly.

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Moving Users to Sites

Please note – before proceeding with this section, your site(s) should already be programmed with keys, groups, departments, time restrictions, and profiles.

o If it is not, then you will not be able to assign a profile to the user when you move them, and they will be added as a level “0” user. (No access)

o If you do add users to the site without programming, you will need to go back and edit each user at the site level to assign them their various settings and permissions after the site programming has been completed.

If you still have programming to do, please skip ahead to: Site Administration – Programming (Click Here)

Follow the steps below to move users to your site(s):

1. In the Global Administration tab, click the button in the toolbar that says

“Move Users to Site(s)

o If you wish to move your users to multiple sites (and include also assign

them a profile), see step “A”

o If you just want to move your users to just 1 site without assigning a

profile, see step “B”

A. Place a check in the box that says “Multiple Site Selection for Moving Users”

o Check the users on the left that you wish to move

o Place a check in each site you wish to add the user to. If there are

profiles available, you can also select the profile you wish to assign to

the user, then click the “Move User” button. A message should display in

the status bar showing the change was successful.

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B. In the upper right hand corner, select the site you want to move the users to. o Check the users on the left (List of Global Users) that you wish to move o Then click the arrows pointing to the right, then click the “Move User”

button. The message should say that the user(s) were moved successfully.

2. Close out of the screen by clicking the close button, or by clicking the red “X”

at the top of the window.

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Site Administration – Programming

Keys One of the first steps that should be taken when beginning the programming of a KeyWatcher Touch system, is to add the SmartKeys. Without the SmartKeys added, the only programming that can be done is: Users (basic user information, no permissions), Time Restrictions, Departments and Notes. Adding just the SmartKeys (no keys attached) will allow the system to be fully programmed while still keeping keys available for use.

Adding SmartKeys Adding SmartKeys must be done at the KeyWatcher Touch system – This is because the KeyWatcher must read each SmartKey’s information to associate it with a key number. Follow the steps below to add SmartKeys to the KeyWatcher Touch. When adding SmartKeys to the KeyWatcher system, it is not necessary, and recommended that the u-ring and keys not be attached to the SmartKey. This avoids the possibility of mixing up what keys are attached to which SmartKey.

** Only level 1 users can add SmartKeys! **

1. Gather the SmartKeys you plan to add, and bring them to the KeyWatcher Touch system. They do not need to have any keys attached to them at this time.

2. On the KWTouch screen, touch “Start” and log in. 3. At the main screen, press the “KWT Administer” button, then press the

“Add New Key” button.

4. Once you see the following screen, press the “Add New Key” button to start the process. When prompted, open the door, and insert the new key. Verify the key is added by making sure the new key appears in the “Key Names” section.

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5. If you wish to add another key, press the “Add New Key” button again, and insert the next SmartKey. Repeat this process for each key.

6. When finished adding SmartKeys, press the “Done Adding Keys” button and close the door.

7. Press the back arrow to log out of the system.

Once the SmartKeys have been added to the system, programing can continue in the TrueTouch software. The next step will be to name the SmartKeys so that Groups can be created, and eventually, so users can have SmartKeys added to their permissions list.

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Key Settings To configure the SmartKey name and other settings:

1. In TrueTouch, open the software and login. 2. Click the “Site Administration” tab, at the top, and then the “Keys” tab on the

left. The screen should look like below:

SmartKey Name To change the name of a SmartKey:

1. From the list of SmartKeys on the left, select the key by single clicking it. 2. All of the information about the key will appear on the right. 3. In the “Key Name” field, enter in the new name of the SmartKey. 4. Click the “Update” button. In the bottom right hand corner, the software

will say “Key Data Updated”.

Disable Key Placing a check in this box will disable a SmartKey, preventing the key from being removed from the KWTouch system by all users. A release location can be used to remove the key, which is only available to level 1 users.

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Key Notes Required Checking the box for “Key Notes Required” will force a user to select a note when removing a key, returning a key, or both, depending on your selection. If the box is checked, a note will be required for that operation. If the box is unchecked, a note will not be required.

Remove Key Settings

User Logons Required: (Multi User Key Removal) This setting configures how many total logins will be required for a user to remove the key. Changing this will default the number of logins required for returning the key to the same setting. The number of logins required for returning the key can be independently changed however.

Departmental Access ** Feature not yet available! **

Return Key Settings

Multi User Key Returns This setting configures the total number of logins that will be required for a user to return a key. The number of logins required will be initially set by the number of logins required for removal. However, it can be changed to another setting if desired.

** If the proper number of logins is not met, the KWTouch system will trigger a Key Return Violation Alarm! **

Secure Key Return ** Feature not yet available! **

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Groups What are groups?

Groups are made up of SmartKeys, and a release type.

Groups can be used as a permission for a user, or a way to remove keys or both. o This simplifies assigning permissions since a group of 150 keys is only one

permission o A change to the group affects ALL USERS who have been assigned the

group. If a key is added to the group, then those users with that group will gain access to the group. Likewise if a key is deleted, this will remove access to that key for all users in that group. This makes managing permissions to keys very simplified since it only needs to be changed in one place.

If a user is assigned a group as a permission, that user will still be able to remove a key from that group individually – users are not required to remove that key by selecting the ”Remove Group” option on the KWTouch system.

When creating a group, it is important to plan how you intend to use the group. Refer to the examples below:

Hotels/Housekeeping Staff Keys: Assuming the KeyWatcher contains 20 SmartKeys with duplicate cards attached to them for use by these staff; A group would be created containing all 20 keys, and then assigned to each housekeeping staff user. The removal type would be set to “Next Available Key”. This would allow these staff members to be able to remove a key without having to select one that is in the KeyWatcher. In this case, the KeyWatcher will automatically select the next available key, and release it to the user. This type of scenario can be utilized along with the ”Instant Release” option for a user, making the removal and return process as automated and fast, requiring the user only to login.

Casino Staff: In this scenario, let’s assume the KeyWatcher contains keys for both food service staff, and security guards. This would require creating 2 groups – each containing only the keys that staff position would be allowed to access. These users would then be assigned their respective group as a permission. This gives those users access to only those SmartKeys that are part of the group. If a SmartKey for the security guards is added to the KeyWatcher Touch, that SmartKey would only need to be added to the security guard group to allows all guards access to that SmartKey.

Creating Groups To create or modify a Group, set its name and other settings:

1. In TrueTouch, open the software and login. 2. Click the “Site Administration” tab, at the top, and then the “Groups” tab on

the left. The screen should look like below if you click on an existing group, or click the “New” button on the tool bar:

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Group Number When creating a group, a number must be assigned to the group. Use the drop down to select the number.

Group Name This will be the name of the group – Name groups for the keys that they contain. This could be an employee position, a building name, the types of keys, etc. Up to up to 35 characters can be entered.

Adding/Removing Keys The column on the left indicates the keys that are in the site that can be added to the group. The column on the right indicates which keys are in the group.

Add keys to the group by checking each of the keys you want to move in the “Available Keys” list (left side) and then clicking the arrow button pointing to the right.

Remove keys from the group by checking each of the keys you want to move in the “Group Keys” list (right side) and clicking the arrow button pointing to the left.

Group Release Types This setting changes how the KeyWatcher Touch releases keys to a user who is removing by group, or using instant key release with a group permission. There are 3 group release types:

“Next Available Key” – Selecting this release type will cause the KWTouch to release the next available key in that group to the user, up to their key limit. This is commonly used for groups that contain duplicates of the same key. The KWTouch will attempt to rotate through

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the list of keys in the group to ensure equal use of the keys.

“All Keys” – Selecting this release type will cause the KWTouch to release all of the SmartKeys in the group one by one to the user until the multi key limit has been reached. If the user’s key limit is set to unlimited, the KWTouch will release all of the keys in that group, that are in that KWTouch system to the user. The user can cancel this operation at any time by closing the door to the system.

“All Keys Inclusive” - ** Special Type ** This group release type is designed to prevent a group from being removed if any of the keys from the group are already out. This does NOT prevent any key removals from the “Remove Keys” function on the KWTouch, only in the “Remove Group” function.

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Time Restrictions Time restrictions are used to limit the amount of time, and/or the hours of a day a user can have access to a key. These time restrictions will be used when applying permissions to a user.

Creating a Time Restriction: To create or modify a Time Restriction, set its name and other settings:

1. In TrueTouch, open the software and login. 2. Click the “Site Administration” tab, at the top, and then the “Time Restriction”

tab on the left. The screen should look like the one below. (You may need to click on an existing time restriction, or click the “New” button on the tool bar)

Time Restriction Types

“Time Duration” – This type of time restriction is used to limit the total amount of time that can pass between the key being removed, and returned before triggering a “Key Overdue” alarm. It is set in hours and minutes, and the most commonly used time restriction

o To create a Time Duration, click the “New” button on the toolbar. Select a number from the drop down (if you want to change it)

o Then enter a name for the Time Duration o Set the number of hours and minutes by using

the arrows or typing it in. o Click “Add” when done. o To make a change or delete, just click on the

restriction, then make changes and update, or click the “delete” button.

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“Time Period” – This type of time restriction is used to specify the hours of the day that the key will be available to a user. Before the start time, and after the end time, the user would not be able to remove any keys that are using this restriction. This time restriction also includes a duration setting specifies how long the user can have the key removed during the time period allowed

o To create a Time Period, click the “New” button on the toolbar. Select a number from the drop down (if you want to change it)

o Then enter a name for the Time Period o Set the start time and end time by using the

arrows or typing it in. o Set the Time Limit – “00” means no time limit o Click “Add” when done. o To make a change or delete, just click on the

restriction, then make changes and update, or click the “delete” button.

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Departments ** Feature not yet fully implemented **

Departments are used in conjunction with the “Departmental Access” key removal feature, and the “Secure Key Return” feature. Departments must be assigned to users so the system has the ability to prevent the removal of a multi user key by users from the same department.(if enabled for that key), and/or from returning a multi user key (if configured for that key).

Programming Note: Users who are not allowed to check out multi user keys should all be contained in the same department! If they are not, they would have different department numbers and be allowed to remove or return the key.

Creating Departments To create or modify or delete a Department:

1. In TrueTouch, open the software and login. 2. Click the “Site Administration” tab, at the top, and then the “Department” tab

on the left. The screen should look like the one above. Add Department:

1. Click the “New” button on the toolbar. 2. Select a number from the drop down 3. Type in a Department name 4. Click the “Add” button.

To modify, click on the department, make the change, then click “Update” To delete, click on the department, then click the “Delete” button.

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Profiles Setting up profiles provides a fast, easy way to give users that are added to the site, all of their attributes. Profiles contain a vast amount of settings that can be applied to a user, as well as permissions. Creating profiles should be the final step before users are added to the KWTouch site you are working on. If you have followed the recommend programming order listed in this manual, all of your users will still be added only to the “Global User List”. Adding profiles is a lot like adding a user. Profiles also work like groups of keys – making a change to the profile will affect all users who have been assigned the profile. This makes updating users as easy as updating the profile.

To add, modify or delete a Profile:

1. In TrueTouch, open the software and login. 2. Click the “Site Administration” tab, at the top, and then the “Profiles” tab on

the left. The screen should look like the one below: (may need to click the “New” button on the toolbar or click an existing profile)

Creating a Profile Follow the below steps to create a profile:

1. In the Profiles screen, click the “New” button on the toolbar. 2. Select a profile number from the dropdown (this will automatically be filled in

with the next available number but you can select any number you want). 3. Configure the “Profile User Settings”.

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Profile User Settings A profile consists of several user settings that need to be set:

“KW Access Level”: Select the Access level to one of the following: 0 = No KeyWatcher Access – for users who only need software

access in a KeyWatcher Site 1 = Administrative Access – This will give the user full access to

all menus on the KeyWatcher Touch. This should ONLY be given to those users who will need to perform key operations (add, delete, replace) and administrative tasks on the KWTouch.

2 = Managerial Access – This will give the user the ability to view and cancel alarms, perform card and biometric enrollments, as well as all remove and return key operations.

3 = Supervisor Access – This will give the user the ability to view and cancel alarms, as well as all remove and return key operations

4 = Standard User + Change PIN - This will give the user the ability to do all remove and return key operations, as well as the ability to change their own pin. (change PIN is not currently enabled – this will be available in a future release)

5 = Standard User - This will give the user the ability to do all remove and return key operations. This is the most commonly used access level for standard users of the KeyWatcher.

Permissions Required: If this is checked, the only keys the user will have access to will be

the keys and groups in the permissions list. If unchecked, the user will have open access to all keys.

Emergency Release: If checked, the user will have the ability to perform an emergency

release. This function is initiated by typing a “9” after the PIN number, before logging into the KW Touch system.

Instant Release: If checked, when the user logs in via a card swipe, fingerprint, or by

entering a “1” after their PIN number, the KW Touch will automatically allow the user to remove their key(s) or return their keys without having to specify what they would like to do.

Key Limit: This setting controls how many keys the user can have removed

from the site at one time.

Department ID: This assigns a department to the user for use with the

Departmental Access feature, which prevents users from the same department from being able to remove a multi-user key.

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4. Configure the Profile Permissions for the user. This step can be skipped if the user will have access to all keys (“Permissions Required” is left unchecked)

Profile Permissions

a) Select “Key Permissions” or “Group Permissions” b) From the list on the right of Keys or Groups, check the items you

want to add c) Select from the “Time Periods” drop down the time restriction you

want to assign to these keys or groups d) Uncheck any days of the week that the user cannot access the keys e) Click the arrow button in the middle that points to the left to move

the items you have selected into the Permissions List. f) Repeat steps “a” – “e” for all assignments.

5. Double check your settings, and then press the “Add” button.

To modify, click on the profile, make the change, then click “Update” To delete, click on the profile, then click the “Delete” button.

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Users Adding Users to the Site Users can be added to the site from the Global Users List, and then have their settings changed, and permissions assigned. However, for users that have not yet been added to the Global List, they can also be added at the Site Administrator level also.

To learn how to add a user to the Global List of Users, Click Here

Adding an Existing User to the Site 1. “In the Site Administration” tab click the button on the tool bar that says “Add

Existing Users to Site” – The following screen will pop up:

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2. Move the Users: a. If you simply want to move users into your site from the Global List, select

the users on the left by checking them and then click the arrow button in the middle pointing to the right. Then click the “Move Users” button. This will save the changes, and you can close out of the screen.

b. If you wish to also assign a profile to these users while moving them,(and also assign these users to the sites you have access to) check the box for “Multiple Site Selection for Moving Users” – the screen will change to the one below.

Check the users on the left to be moved On the right, check the site(s) to move the users into, as well as the

profile from each site to assign the user. (Leave at “NO PROFILE” if you will assign their settings later)

Click the “Move Users” button, this will save the changes, and then the screen can be closed out of.

3. For users that still need their settings updated, click on the user, and the User Details Screen for that user will open. See below, “User Details Screen”

Adding a New User to the Site 1. “In the Site Administration” tab click the button on the tool bar that says “Add

New User to Site” – This will bring up the “User Details Screen”. Enter the User ID number (the next lowest available is automatically

filled in). This number can range from 000000 to 999999 o The UID Length can be set here

Enter in the PIN # (any 4 numbers), First Name, Last Name, and any information that is applicable under the “Personal Information” tab.

2. See below (User Details Screen) for how to set the remainder of the settings!

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User Details Screen To view the User Details Screen for any user, simply click on the user under the “Users” tab in “Site Administration”. The “User Details Screen” looks like the image below:

At any time, the First and Last Name, and PIN can be changed. Do not change the UID.

User Settings Tab

“KW Access Level”: Select the Access level to one of the following: 0 = No KeyWatcher Access – for users who only need software

access in a KeyWatcher Site 1 = Administrative Access – This will give the user full access to

all menus on the KeyWatcher Touch. This should ONLY be given to those users who will need to perform key operations (add, delete, replace) and administrative tasks on the KWTouch.

2 = Managerial Access – This will give the user the ability to view and cancel alarms, perform card and biometric enrollments, as well as all remove and return key operations.

3 = Supervisor Access – This will give the user the ability to view and cancel alarms, as well as all remove and return key operations

4 = Standard User + Change PIN - This will give the user the ability to do all remove and return key operations, as well as the ability to change their own pin. (change PIN is not currently enabled – this will be available in a future release)

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5 = Standard User - This will give the user the ability to do all remove and return key operations. This is the most commonly used access level for standard users of the KeyWatcher.

Profile Select a profile from the list to assign that user a profile.

Permissions Required: If this is checked, the only keys the user will have access to will be

the keys and groups in the permissions list. If unchecked, the user will have open access to all keys.

Emergency Release: If checked, the user will have the ability to perform an emergency

release. This function is initiated by typing a “9” after the PIN number, before logging into the KW Touch system.

Instant Release: If checked, when the user logs in via a card swipe, fingerprint, or by

entering a “1” after their PIN number, the KW Touch will automatically allow the user to remove their key(s) or return their keys without having to specify what they would like to do.

Key Limit: This setting controls how many keys the user can have removed

from the site at one time.

Department ID: This assigns a department to the user for use with the

Departmental Access feature, which prevents users from the same department from being able to remove a multi-user key.

** The following features will be available soon! **

Auto Activation/Deactivation This feature allows the user to only be active in the system during

the date range specified. At all other times the user will be disabled and no able to log into the TrueTouch software or the KW Touch.

One Time User This feature when checked, will allow a user to remove a key once,

and then be automatically disabled upon the return of the key.

User Permissions This is where the permissions for keys and groups can be assigned to a user. The “Permissions Required” check box must be checked to access this tab.

If the user has been assigned a profile, the permissions from the profile will be show, but will not be able to be modified. You can however assign permissions in addition to the ones already added to the user from the profile.

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To set up permissions:

1. Select “Key Permissions” or “Group Permissions” for the permission type 2. From the list on the right of Keys/Groups, check the items you want to add 3. From the “Time Periods” drop down, select the time restriction you want to assign

to these keys or groups. Leave at “No Time Restriction” if you do not want an “Overdue Key” alarm to be set.

4. Uncheck any days of the week that the user is not allowed access the keys 5. Click the arrow button in the middle that points to the left to move the items you

have selected into the Permissions List. 6. Repeat steps “1” – “6” for all assignments.

a. Different keys and groups can have different time restrictions – just add them separately to select the proper time restriction.

KW Client Access Information On this tab, the user can be setup with specific access to the site within the KW TrueTouch client software.

System User Name o This is the name the user would type into the login box when opening

TrueTouch

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System Password o This is the password the user would type into the login box when opening

TrueTouch. o The password must be typed in twice to verify.

Client Access Level o This is the access within the TrueTouch client software that the user will

have. Select from one of the below levels: Site Administrator

o Allows access to all site functions and programming Site Manager

o Allows limited site administrative access for Notes, Key Reservations*, and Notifications*, as well as access to KWT Remote Functions*, Reports, and Transactions.

KWT Remote Functions* o Gives user access to the Remote Functions*, Reports, and

Transactions tabs Reports \ Transactions

o Gives users access to only the Reports and Transactions tabs Reports

o Gives users access to only the Reports tab Transactions

o Gives users access to only the Transactions tab No Access

o User will not be able to log into the TrueTouch client software

* Denotes features that are coming soon!

Personal Information This tab allows for the entering of other personal information of users. Fill in the fields as needed!

At this point, the user has been configured and can now be updated. Double check your settings, and then press the “Update” button!

Deleting a User To delete a user, click on the user, and click “Delete” – this will remove the user from the site, but the user will still be a member of the Global User List.

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Notes Notes are used for keys that have had the notes feature enabled. Notes can be enabled for both removals and returns. Notes are commonly used to force a user who is taking or returning the key to provide a reason for the transaction. These notes can be selected from a list on the KW Touch.

To setup Notes, in KW TrueTouch, on the “Site Administration” tab, click the “Notes” tab on the left. The screen will appear as below:

Adding Notes To add Notes, follow the steps below:

1. Click the “New” button from the toolbar. 2. Assign the note a number from the drop down 3. Type in the Description for the note (It is preferable to keep this to a max of 24 characters

so it appears on the KW Touch screen completely) 4. Check the box for the Note Type

a. This will allow the note to appear on the list for removals, returns, or both 5. Click the “Add” button

Modifying and Deleting Notes To modify of delete a note, navigate to the “Notes” tab in “Site Administration” and click on the note. Make the changes, and then click “Update” button, or click the “Delete” button.