Kaba Saflok SAM RF User manual

SAM®RF Operations Manual 0
Table of Contents
© SAFLOK WL 12/19/2007
SAM®RF
Operations Manual
All information contained herein, including but not limited to product pricing and other intellectual property, is confidential and
intended for the sole use of the addressee(s) so named. Any misuse of this confidential information contained herein may result in
legal action by Computerized Security Systems dba SAFLOK and its parent company.

SAM®RF Operations Manual 1
Table of Contents
© SAFLOK WL 12/19/2007
Section 1: Introduction
1.1 Welcome to SAM RF 3
1.2 SAM RF System Components 4
1.3 System Requirements 5
1.4 Quick Reference Guide 6
Section 2: Installing the SAM RF System
2.1 Installing the USB Driver Software 9
2.2 Installing the SAM RF Software on a Single Station 10
2.3 Installing the SAM RF Software on Client/Remote Stations 13
2.4 Installing the SAM RF Software with Multiple Databases 19
2.5 Installing the USB Driver Software 27
2.6 Installing the Electronic Key Encoder and Utility Device 31
2.7 Using the SAM RF Software 36
Section 3: Site Design Process
3.1 Understanding the Site Design Process 38
3.2 Entering Zone Information 39
3.3 Entering Suite Information 41
3.4 Editing Suite Information 44
3.5 Entering Unit Lock Information 46
3.6 Editing Unit Lock Information 50
3.7 Entering Common Access Area Information 52
3.8 Confirming Property Settings 54
Section 4: Management
4.1 Assigning the System Administrator 58
4.2 Removing the Default System Administrator 60
4.3 Creating Authorization Groups 61
4.4 Adding SAM RF System Users 67
4.5 Adding New Staff to the SAM RF System 69
4.6 Preventing Staff Access 71
4.7 Adding Residents to the SAM RF System 72
4.8 Deleting Residents 74
4.9 Adding Vendors to the SAM RF System 76
4.10 Creating and Viewing Work Orders 78
4.11 Editing Existing Work Orders 82
4.12 Printing Work Orders 85
4.13 Previewing the Work Order Report 86
4.14 Backing Up Data Files 87
4.15 Saving the Backup File Off Your Computer 88

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Table of Contents
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Section 5: Keys
5.1 Creating Additional Construction Keys 89
5.2 Creating Master Keys 92
5.3 Creating Additional Duplicate Master Keys 96
5.4 Creating Emergency Keys 97
5.5 Creating Additional Emergency Keys 100
5.6 Creating Zone Keys 101
5.7 Creating Additional Zone Keys 105
5.8 Creating Latch/Unlatch Keys 106
5.9 Creating Additional Latch/Unlatch Keys 109
5.10 Preventing Access 110
5.11 Creating Inhibit Master Keys 111
5.12 Creating Inhibit Zone Keys 114
5.13 Creating Guard Check Keys 116
5.14 Reading the Guard Check Keys 118
5.15 Creating Diagnostics Keys 120
5.16 Reading the Diagnostics Keys 122
5.17 Creating Battery Check Keys 123
5.18 Limited Use/Vendor Keys 125
5.19 Creating Limited Use/Vendor Keys 126
5.20 Reading Limited Use/Vendor Keys 129
5.21 Creating Resident/Unit Keys 131
5.22 Creating Additional Duplicate Resident/Unit Keys 134
5.23 Preventing Resident Access 135
5.24 Replacing Lost Resident Keys 136
5.25 Creating a replacement Resident Key 140
Section 6: Locks
6.1 InSync™ Locks 141
6.2 Lock Maintenance and Diagnostics 148
6.3 Programming the Locks 149
6.4 Get Lock Info 152
6.5 Resetting the Time/Date in Lock(s) 156
6.6 Replacing Lock Batteries 158
6.7 Opening a Lock with a Dead Battery 159
6.8 Reloading Common Area Locks 161
Section 7: Reports
7.1 SAM RF System Reports-Common Functions 164
7.2 Unit Key History Report 166
7.3 User Key History Report 168
7.4 Keys Made Report 170
7.5 Auditing Locks 172
7.6 Limited Use Audit Report 177
7.7 Transactions Report 179
Section 8: Frequently Asked Questions and Glossary
8.1 Frequently Asked Questions 181
8.2 Glossary 183

SAM®RF Operations Manual 2
Section 1: Introduction
© SAFLOK WL 12/19/2007
SAM®RF
Operations Manual
Section 1:
Introduction
All information contained herein, including but not limited to product pricing and other intellectual property, is confidential and
intended for the sole use of the addressee(s) so named. Any misuse of this confidential information contained herein may result in
legal action by Computerized Security Systems dba SAFLOK and its parent company.

SAM®RF Operations Manual 3
Section 1: Introduction
© SAFLOK WL 12/19/2007
1.1 Welcome to SAM®RF
SAFLOK’s SAM®RF system is a sophisticated, yet easy-to-use, electronic locking system, designed to
maximize security for apartment homes, timeshares, student housing, assisted-living facilities, military
family housing, and similar dwellings.
The SAM RF System includes a Windows-based, password-protected software program that runs on your
personal computer (PC), an electronic key-encoding device, a handheld utility device, and electronic
keys.
SAM RF eliminates the need for mechanical key-cutting equipment, costly lock replacement, and the risks
associated with unauthorized mechanical keys. In addition, SAM RF allows you to authorize, control, and
document multiple levels of access to ensure the highest level of security for your property.

SAM®RF Operations Manual 4
Section 1: Introduction
© SAFLOK WL 12/19/2007
1.2 SAM RF System Components
The SAM RF System includes the following components:
• SAM RF System Software CD (contains the program software and the USB drivers)
• Electronic Key Encoder
• SAM RF System Utility Device
• Electronic Keys – Preprogrammed (Construction) and Un-encoded (Key)
• Power Source for the Electronic Key Encoder
• USB Cable for the Electronic Key Encoder
• USB Cable for the Utility Device
• External Power Supply (EPS)
If a component is missing, please contact your SAM RF sales agent immediately.
SAM RF System Utility Device
Electronic Key Encoder Base
Power Source for the
Electronic Key Encoder
Electronic Keys
External Power Supply
for Locks
USB Cable for
Electronic Key Encoder
USB Cable for
Utility Device

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Section 1: Introduction
© SAFLOK WL 12/19/2007
1.3 SAM RF System Requirements
The SAM RF System is intended for use on a PC. System requirements include:
• Windows 98 SE, NT 4.0, 2000, XP, Vista, or Server 2003
• A minimum of Pentium II or greater PC processor, 64 MB RAM, 10-gigabyte hard drive, CD-ROM
drive, 3.5-inch floppy disk drive, and a V.90 internal or external modem
• At least one USB port for connecting the electronic key encoder device (a USB cable is provided)
• Anti-virus protection program (e.g., Norton AntiVirus, McAfee VirusScan)
• UPS and surge protection with an equipment warranty is suggested
• PC Anywhere Version 9.2 or greater for remote access or Virtual Private Network (VPN) access
(highly recommended)
Note: Due to the wide performance variability of hardware from different manufacturers, SAFLOK cannot
guarantee software compatibility with all computers. If you require a list of computers that SAFLOK has
tested and deemed software-compatible, please contact SAFLOK technical support at 800.999.6213.

SAM®RF Operations Manual 6
Section 1: Introduction
© SAFLOK WL 12/19/2007
1.4 Quick Reference Guide
Making New Resident Keys
1. At the main SAM RF screen, click Keys.
2. Click Create.
3. Click Resident Key.
4. Check New Key.
5. Select Unit Number.
6. Check the Key Expires box and set the expiration date. This is optional.
7. Click the button to the right of The Key Is Assigned To.
8. Select Resident and click OK.
9. Highlight the name of the resident and click Select.
10. Back at the Create Resident Key screen, check or uncheck the box next to the common access
lock(s) you wish to add or remove from the resident key.
11. Insert the key into the encoder.
12. Click OK. When the key is encoded the screen will display “The write operation was successful.”
13. Click OK and Cancel to return to the main screen.
Making Duplicate Resident Keys
1. At the main SAM RF screen, click Keys.
2. Click Create.
3. Click Resident Key.
4. Check Duplicate Key.
5. Select Unit Number.
6. Check the Key Expires box and set the expiration date. This is optional.
7. Click the button to the right of the Key Is Assigned To.
8. Select Resident and click OK.
9. Highlight the name of the resident and click Select.
10. Back at the Create Resident Key screen, check and uncheck the box next to the common access
locks you wish to add or remove from the Resident key.
11. Insert the key into the encoder.
12. Click OK. When the key is encoded, the screen will display “The write operation was successful.”
13. Click OK and Cancel to return to the main screen.
Invalidating a Lost Resident Key
1. Read each of the keys that were issued to the resident. This will provide the key’s ID and assigned
name.
2. Make an Inhibit Resident key for the key that was lost.
3. Use the Inhibit Resident key in the unit and all common access locks to invalidate the key that was
lost.
Reading Keys
1. At the main SAM RF screen, click Keys.
2. Insert the key into the encoder.
3. Click Read.
4. The Key Read screen will appear. When finished reviewing the information, click Close.

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Section 1: Introduction
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Quick Reference Guide (continued)
Making an Inhibit Resident Key
1. At the main SAM RF screen, click Keys.
2. Click Create.
3. Click Inhibit Resident Key.
4. Select the Unit Number.
5. Select the ID(s) to inhibit.
6. Check the button to the right of The Key is Assigned To.
7. Select Staff or Resident and click OK.
8. At the Staff or Resident List screen, highlight the name of the person you want to assign the key to
and click Select.
9. The screen will return to the Create Inhibit Resident screen. Insert key into the encoder and click OK.
When the key is encoded, the screen will display “The write operation was successful.”
10. Click OK and Cancel to return to the main screen.
11. This key will need to be used in the unit and common area lock(s) it was assigned to in order to
invalidate the lost key.
Adding a New Resident
1. At the main SAM RF screen, click Maintenance.
2. Click Residents.
3. Highlight the Unit Number and click Add.
4. At the Resident Form screen, type the last name, first name, middle initial, phone number(s), and any
additional notes, then click Save.
5. At the Unit Resident List screen, click Close.
Making Limited Use Keys
1. At the main SAM RF screen, click Keys.
2. Click Create.
3. Click Limited Use Key.
4. Check the box next to the Unit Lock(s) you want the key to open.
5. Check the box next to the Common Access Lock(s) you want the key to open.
6. If you are only selecting one unit and want the key to only open the door once, check the box next to
One Shot Key.
7. Set the Valid Date.
8. Set the Expiration Time.
9. Click the button to the right of The Key Is Assigned To.
10. Select the Staff,Resident, or Vendor option and click OK.
11. Highlight the name of the Staff, Resident, or Vendor and click Select.
12. Insert the key into the encoder.
13. Click OK. When the key is encoded, the screen will display “The write operation was successful.”
14. Click OK and Cancel to return to the main screen.

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Section 1: Introduction
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Quick Reference Guide (continued)
Auditing Locks
1. At the main SAM RF screen, click Utility Device.
2. Click Download Audit Trail from Lock(s).
3. Wait for the computer screen to display “The write operation was successful,” then click OK.
4. Disconnect the USB cable from the back left side of the electronic key encoder base. Keep the other
end connected to the top of the Utility Device.
5. Remove the Utility Device from the base and take it to the lock.
6. Remove the rubber cover on the lock’s receptive port and connect the USB cable to the receptive
port.
7. The utility device will beep two times and display “Operation completed.” Remove the USB cable from
the lock and replace the rubber cover on the receptive port.
8. Return the Utility Device to the base and reconnect the USB cable to the back left side of the
electronic key encoder.
9. At the main SAM RF screen, click Utility Device.
10. Click Upload Audit Trail Info From Utility Device.
11. When the Confirmation screen appears, click Yes.
12. When the Success screen appears, click OK.
13. At the main SAM RF screen, click Reports.
14. Click Lock Audits.
15. When the Lock Audit Report screen appears, highlight the unit number and click View Report.
16. When the Output Options screen appears, select Preview and click OK.
17. The report will appear on the screen. When finished reviewing, click File then Exit.
18. The Output Options screen will appear again. Click Close.
Programming Locks
1. At the main SAM RF screen, click Utility Device.
2. Click Program Locks.
3. At the Program Locks screen, check box next to the lock(s) you wish (up to 100) to program and click
OK.
4. Wait for the computer screen to display “The write operation was successful.” then click OK.
5. Disconnect the USB cable from the back left side of the electronic key encoder base. Keep the other
end connected to the top of the Utility Device.
6. Remove the Utility Device from the base and take to the lock.
7. Press Home/0 to display the lock numbers and select the lock number you wish to program.
8. Remove the rubber cover on the lock’s receptive port and connect the USB cable to the receptive
port.
9. The Utility Device will beep two times and the Utility Device will display “Operation completed.”
Remove the USB cable from the lock and replace the rubber cover on the receptive port.
10. Return the Utility Device to the base and reconnect the USB cable to the back left side of the
electronic key encoder.
Note: If you are unable to perform any of these transactions, please see your system administrator
(you may not have permission to perform these tasks). Please consult the following sections for more
detailed information.

SAM®RF Operations Manual 8
Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
SAM®RF
Operations Manual
Section 2:
Installing the SAM RF System
All information contained herein, including but not limited to product pricing and other intellectual property, is confidential and
intended for the sole use of the addressee(s) so named. Any misuse of this confidential information contained herein may result in
legal action by Computerized Security Systems dba SAFLOK and its parent company.

SAM®RF Operations Manual 9
Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
2.1 Installation Overview
The SAM RF system is loaded from one CD. Be sure to install the SAM RF System Software first,
followed by the SAM RF System USB Drivers.
Before beginning the installation process, determine how the SAM RF system will be installed:
• If the SAM RF system will be installed on a single station, proceed to Section 2.2. Most properties
choose to run the software from a single computer.
• If the SAM RF system will be installed on a network, skip ahead to Section 2.3.
• If the SAM RF system will operate with multiple databases, skip ahead to Section 2.4
Once the SAM RF system is installed, complete Section 2.6 “Installing the Electronic Key Encoder and
Utility Device.”
Note: Please confirm that all components are present (refer to Section 1.2 “SAM RF Components”)
before you proceed.
Important: Do not connect the key
encoder and utility device cables
until all software is installed.

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Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
2.2 Installing the SAM RF Software on a Single Station
Note: To operate the SAM RF System from a remote computer, go to Section 2.3 “Installing SAM RF on
Client/Remote Stations”.
Important: Do not connect the key encoder and utility device until all software is installed.
1. Insert the CD into your CD-ROM drive on your PC and the Setup program should launch
automatically.
Note: If the Setup program does not auto-start, go to the Start menu and click Run. Click Browse to find
the SAMrfSetup.exe file located on the CD-ROM drive and double click on it. Back at the Run PC dialog
box, click OK.
2. Click Next at the Welcome PC dialog box.
3. Check both boxes to install the SAM application files and
the database files, then click Next at the Select
Components PC dialog box.
Important: Check both boxes on the Select Components
PC dialog box before continuing with the installation process.

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Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
Installing the SAM RF Software on a Single Station (continued)
5. Click Next at the Select Destination Directory PC
dialog box to continue the installation process. The
SAM RF System database will automatically install into
the default folder location (C:\Program Files\SAMrf).
Note: You may choose to install the program into a
different folder location; however, for service purposes, it is
recommended that you keep the default location for the
SAM RF System to allow our technical service associates
to better assist you.
6. Select Yes, then click Next at the Backup Replaced
Files PC dialog box.
7. Click Next at the Select Replaced Directory PC dialog
box.
Note: Even if you are installing the software for the first
time, we recommend that you accept these defaults.

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Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
Installing the SAM RF Software on a Single Station (continued)
8. Click Next at the Ready to Install PC dialog box.
8. Installation progress will display in the Installing PC
dialog box.
9. Click Finish at the Installation Completed PC dialog
box. The installation process is now complete.
10. Remove the SAM RF System software CD from the CD-ROM drive on your PC. Retain the CD in a
safe place in case software reinstallation is necessary.
Skip ahead to Section 2.5 to install the USB drivers.

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Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
2.3 Installing the SAM RF Software for Client/Remote Stations
Important: Do not connect the key encoder and utility device until all software is installed.
1. Before installing the SAM RF System software on a remote computer, you must complete the
following:
• Install the SAM application and database on the SAM RF server (the computer where you intend
to load the SAM RF database files).
• Share the SAMrf directory on the SAM RF server so remote users can link to the database. The
path to this directory on the SAM server is C:\Program Files\Samrf.
• Map a network drive on the remote computer to the SAM RF server’s SAMrf directory.
2. Insert the SAM RF System CD into your CD-ROM drive. The Security Access Manager Installation
program will launch automatically.
Note: If the Setup program does not auto-start, go to the Start menu and click Run. Click Browse to find
the setup.exe file located on the CD-ROM and double click it. Back at the Run PC dialog box, click OK.
3. Click Next at the Welcome PC dialog box.
4. Click Next at the Select Components PC dialog
box.
Important: DO NOT click the box next to “Install
SAM Database files.” Only “Install SAM Application
files” should be selected.

SAM®RF Operations Manual 14
Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
Installing the SAM RF Software for Client/Remote Stations (continued)
5. Click Next to accept the default directory path
on the Select Destination Directory PC dialog
box.
6. Click Next at the Backup Replaced Files PC
dialog box.
7. Click Next at the Select Replaced Directory PC
dialog box.

SAM®RF Operations Manual 15
Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
Installing the SAM RF Software for Client/Remote Stations (continued)
8. Click Next at he Ready to Install PC dialog
box to start the installation.
9. The Installing PC dialog box will appear to
show the progress.
10. Click Finish at the Installation Completed
PC dialog box.

SAM®RF Operations Manual 16
Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
Installing the SAM RF Software for Client/Remote Stations (continued)
11. Double click the on the SAM RF icon to launch the program. The SAM RF System
shortcut can be found on the desktop, or you may follow the path C:\Program
Files\Samrf to find the SAM RF System executable file named: SRS_SAMrf.EXE.
12. Click OK at the first warning PC dialog box.
13. Click OK to continue at the second warning
PC dialog box.
14. Click OK to continue at the LAN Warning PC
dialog box.

SAM®RF Operations Manual 17
Section 2: Installing the SAM RF System
© SAFLOK WL 12/19/2007
Installing the SAM RF Software for Client/Remote Stations (continued)
15. Double click the mapped
network drive that links to the
SAM RF System database
files. In this example, the
mapped drive is S:\SAMRF
Servers SAM RF Directory.
16. At the SAM RF Servers SAM
RF Directory, click on the
Data folder and click Open.