Overview

Now that you have created credentials and assigned access rights, it is time to program the locks. Programming locks is a multi-step process. In the most basic terms the steps are as follows:

Generate a program file
Download the program file to a portable device
Upload the program file from the portable device to the electronic lock.
Simultaneously download audit data from the lock to the portable device.
Upload the audit data to Schlage SMS Express
Save the facility file and exit Schlage SMS Express
Back-up the facility file on the shared drive

Below are detailed instructions for programming a lock. These are taken from the instructions found on SMS Express: Replacing Key Cards. Even though these instructions refer to the study rooms, the process is the same, regardless of what type of credential you are programming into the lock.

Generate Program Files

Now it is time to create the file you will program into the door. Anytime you change the access rights, the program will automatically begin flashing a message telling you how many doors need programming.

Click Generate Program Files icon.

A window will pop up. Click Generate Program Files. If you have a lot of doors to program or the HHD has a lot of files on it, it may take the program several minutes for the pop up to appear. Be patient. It will show up eventually. If it doesn't, see troubleshooting.
A progress bar will appear and then disappear when it's finished. It will appear and disappear very quickly if you only have a couple doors to program. You can click the generate program files button again if you aren't sure it happened. It won't hurt anything.
Click Close when its finished. There is no save button.
Leave the program open.

Sync the HHD

The HHD has a cable that plugs into the bottom of it. It splits into two pieces. One piece is the charging cable that should be connected to AC adapter. The other is a USB cable that should be connected to the computer. Make sure both ends are plugged in and the HHD is awake.
Open Windows Mobile Device Center from the shortcut on the computer. Windows Mobile Device Center (WMDC) is the program that talks between the computer and the HHD. It should sync automatically but often doesn't. If it doesn't:
- Disconnect the HHD from the computer.
- Wake up the HHD.
- Make sure Schlage Utility Software isn't running, close the program by clicking "OK" in the upper right corner.
- Restart WMDC if it has closed.
- Connect the HHD to the computer
Once connected, the HHD will display a message that says it's connecting.
- The name of the HHD is Portunus, (Greek god of locks and keys), which will show up in WMDC.
- The files should sync automatically once the HHD has connected to the computer, but if you're not sure you can click the sync button (blue arrow in screen shot below) before you take the HHD to program the door.
- There is no need to eject or safely remove the HHD. You can remove it from its cable as long as it is not syncing at that moment.
After the files have been synced, open the Schlage Utility Software (SUS) on the HHD. Click the Windows icon in the lower left corner to get list of programs.Click the "S" icon that says "Utility Software" below it. Login information is in the Room Coordinator Binder.
You should see the doors needing programming listed on the HHD now. If there are no doors listed, it means the program didn't download, and you need to sync the HHD again.

Programming the Door Lock

Unplug the HHD from the computer. What cables you need to bring depends upon which locks you are programming.
- New Locks (CO-200, AD-200): The autosync cable with the usb port that you used to connect the HHD to the computer
- Old Locks (CM locks): The autosync serial cable with the two prongs on the end AND the programming credential.
You also should bring both the old and new key cards to test after you have programmed the door (especially the new key card).

Procedure for CO-200 & AD-200 locks

Facing the keypad, plug the USB cable into the port at the bottom of the lock. There is a rubber tab you will need to gently remove and leave hanging from the lock.
Make sure the USB symbol is displayed on the HHD next to the button saying "no device connected." If the toggle is displaying the serial port symbol, the HHD will not recognize the lock.
Press the "Schlage" button at the top of the lock twice. It should start blinking red and green. If it doesn't, wait a few seconds and do it again.
The software will bring up the door, flash a few messages about audits and programming until it says it is complete. The light will stop blinking.
Remove the cable and replace the rubber insert.
Test your new credential (card, fob or PIN) to see if it works.

Procedure for CM locks

Carefully attach the auto sync cable to the bottom of the HHD, being aware of how delicate the pins are on this connection.
Next, attach the other end of the cable to the front of the lock in the two small holes, making sure the side of the plug with two circles is facing up.
Verify the HHD is displaying the serial symbol instead of the USB symbol.
Eventually the HHD will bring up the door you are programming and ask for a programming credential. Don't click OK yet.
Hold the programming credential in front of the credential reader. This is the vertical oval space. You may need to move the credential around a bit until the lock recognizes it.
When the lock recognizes the credential, the red and green lights will begin to alternately flash.
Now you can click OK on the HHD pop-up asking for the programming credential.
Again you will see a series of messages about audits and programming until the HHD says it is done. You can click ok with each pop-up or just wait.
When the lock has successfully been programmed, the lights will flash red and green again.
Remove the cable.
Test the new key card to make sure it works and the old card to make sure it doesn't.
Go to the next door.

Programming Notes

Sometimes you will get a message saying the lock's time isn't accurate. Follow the prompts to reprogram the lock's time.
Sometimes you will get a "Previous Audit Report Exists" message. If this is a door you are actively collecting audit data from, you don't want to ignore that message.
- Take the HHD back to the computer and sync it. This will download the audit data. Then generate new programming files and go back to programming the lock.
- If you override this message, you will erase the audit report and you may lose valuable data. While the program is better than it used to be about saving the audit data, it's not worth the risk.

Syncing the HHD again

Put away the serial autosync cable and the programming credential.
Make sure the Schlage Utility program on the HHD has been closed.
Plug the USB autosync cable into the computer and the HHD.
If necessary, restart Windows Mobile Device Center and wait for the HHD to sync.
- If WMD tells you the HHD is not connected, unplug the USB end of the autosync cable from the computer and plug it in again. It should start to sync.
Once it has synced, you can exit SMS Express by clicking on "Facility" in the top menu and selecting "Exit" Or you can click the red X in the corner.
The program will ask you if you want to backup your files. Always click Yes. You will never regret taking the time to backup your files because someday the computer may crash and this will save you many, many hours of work.
It should automatically backup to the shared drive.
- S:>Shared>Library Spaces Planning & Management
If you still have rooms to reprogram for whatever reason, it is ok to exit the program. It will give you an alarming message about doors being unsecured. Don't worry about it.

Employee Credentials

If you are programming staff credentials, once you have created credentials and programmed the locks, you will need to make sure you properly /wiki/spaces/space/pages/55085930.

Browser not supported