Stanley Omnilock 45HOM User manual

Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
1
Planning the installation
T83312/Rev A 000000 ER-7991-12 Jan 2010
Contents
These installation instructions describe how to install
your 45HOM Mortise Lock. Topics covered include:
Planning the installation...........................................1
Preparing the door and door jamb..........................4
Installing the lock........................................................7
Completing the installation......................................9
Site survey
Use the following survey to record information
about the installation site. You need this information
to determine how to prepare the door for the lock.
Door information
Door handing and bevel:
If a handing change is required, see “Rotate latchbolt
(if necessary)” on page 4.
❐ Left hand (LH)
❐ Left hand, reverse bevel (LHRB)
❐ Right hand (RH)
❐ Right hand, reverse bevel (RHRB)
Door thickness: 1-3/4 to 2 inches (44 to 50 mm).
Environment information
a. See Stanley installation instruction Addendum (T83317)
Extreme Weatherized Installation for the extreme weatherized
model installation.
Model Side of
door
Temperature
Range Exposure
Standard Outside +32°F to +129°F
0°C to +54°C
Drip proof.
Inadvertent
splashing of
water spray
acceptable.
Weatherized Outside -4°F to +129°F
-20°C to +54°C
Direct exposure
to rain and snow
Extreme
Weatherized a
Outside -40°F to +129°F
-40°C to + 54°C
Direct exposure
to rain and snow
Inside +32°F to +129°F
0°C to +54°C N/A
Installation Instructions for
Stanley Omnilock 45HOM
Mortise Locks
Components checklist
Use the following checklist to make sure that you
have the items necessary to install your Omnilock
Mortise Lock.
Components provided in the box:
❐ Inside and outside trim cassettes
❐ Inside and outside rose and rose ring
❐ Outside escutcheon assembly
❐Mortise case assembly
❐Mortise cylinder and collar
❐Outside lever and spindle assembly
❐Inside lever
❐Strike package
❐Installation template and instructions
❐Screw package
❐Mortise case faceplate
❐Batteries
❐Torx T15 driver
❐1/8” hex wrench
Other components:
❐Programming Default ID Card (provided with
software)

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
2
Planning the installation
1Identify holes to drill
1 Determine the lock function to be installed.
2 Determine the inside and outside, hand, and
bevel of the door.
3 See the Holes by Function table and Figure 3 to
determine the holes to be drilled for the lock
function.
2Position template and mark drill
points
Note: If the door is a fabricated hollow metal door,
determine whether it is properly reinforced to
support the lock. If door reinforcement is not
adequate, consult the door manufacturer for
information on proper reinforcement. For
dimensions for preparing metal doors, see the OM2
Template — Installation Specifications for
45HOM Mortise Locks (T83318).
Functions
Holes by Function DV TV
Door side In Out In Out
ACylinder ■■
BThumb turn ■
CLever aThrough
door
Through
door
DTrim mounting
(2 holes) a
a. Because these holes pass through the mortise pocket, it is
recommended that each hole be drilled separately rather
than straight through.
Through
door
Through
door
EGrounding hole ■■
FThrough bolt hole Through
door
Through
door
GStandoff hole ■■
HThumb turn mounting
screw (2 holes) ■
J Door Status Switch
(Optional)
Door
Edge
G
E
B
C
D
D
FFG
H H
A
J
For hole sizes, see
the OM1 Template
T83316
Figure 1 Identifying holes to drill
Horizontal center line
of lock
3/8 in
10 m
m
7/8
in
23
m
m
HB
1/2 in
13 mm
Horizontal center line
of lever
Align to edge of door
r.
Note:Use this template forthe
insideof aLHor LHRB door
or the outside (keyed side)of
aRH or RHRB door.
Detach here
Strike lip
Lowedge
(narrowside)
Flat edge–
no bevel
Highedge
(wide side)
A
E
FF
D
D
5/16 in
8mm
1/8 in
3mm
3/16 in
5mm
3/16 in
5mm
Hole Descriptions
ACyinder (1)
BThu
mbturn(1)
C Lever (1)
DTrimm
ounting(2)
EGrounding(1)
F Module bolt(2)
GModule standoff(2)
H Thumb turn
mountingscrew(2)
G
5/16 in
8mm
3/8 in
10 mm
A
G
5/16 in
8mm
C
11/4in
32 mm
Verticalcenter line
of lever
Toensureaccuratedoorpreparation,useonlyfactory-
printedtemplates.Donotusecopiesorfacsimilies.
Figure 2 Aligning the templates
Installation
template
Door edge
template
Centerline
Centerline

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
3
Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Planning the installation
1 Separate the templates provided on the OM1
Template — Installation Template for 45H Mortise
Locks (T83316).
Note: If installing an Extreme Weatherized model,
see Installation Addendum for Stanley Omnilock
45HOM Extreme Weatherized Locks (T83317). This
includes the template for locating the extreme
weatherized module mounting holes.
2 Position one of the door edge templates on the
door, making sure that the lock case mortise
shown on the template aligns with the mortise
pocket prepared in the door.
3 Using the centerlines on the door edge templates
as guides, position the appropriate door template
on each side of the door. You need to take the
bevel into account. Tape the templates to the
door.
3Center punch and drill holes
1 Center punch the necessary drill points. See the
instructions on the template.
2 Drill the holes.
Note 1: To locate the center of a hole on the
opposite side of the door, drill a pilot hole
completely through the door.
Note 2: For holes through the door, it is best to drill
halfway from each side of the door to prevent the
door from splintering.
4Optional: Install door status switch
(Optional for TV function wireless
locks only)
1 Locate the centerpoint for the door status switch
2 1/2” (64mm) above the top of the faceplate
mortise on the edge of the door as shown in
Figure 4.
2 Drill a 1” (25 mm) diameter hole 1 3/4” (44 mm)
deep for the door status switch.
3 Position the drill so the tip of the bit is
approximately 1”(25 mm) into the hole and the
Outside
Outside
Left hand (LH) Right hand (RH)
Left hand
reverse bevel
(LHRB)
Right hand
reverse bevel
(RHRB)
Figure 3 Door Handing Chart
Figure 4 Installing the door status switch
Door status
switch
Shield
Optional for Wireless TV Models
Door status
switch sensor
Centerline
Door
Door Jamb

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
4
Configuring & installing the mortise
bit is close to the top edge of the hole. Then drill a
3/8” (10mm) channel at approximately a 35°
angle from the door status switch hole into the
mortise cavity as shown in Figure 4.
Caution: Make sure the wires are not routed
across any sharp edges or over any surface
that could damage the sleeving.
4 Press fit the door status switch assembly into the
door status switch hole.
5 On the door jamb, drill a corresponding hole for
the door status switch sensor. Use the door switch
centerline as a guide. Press fit the sensor into the
jamb.
5Rotate latchbolt (if necessary)
Note: If a function specific mortise case was
ordered, some steps for configuring the case have
already been performed at the factory.
1 Determine whether you need to rotate the
latchbolt to match the handing of the door.
Note: The angled surface of the latchbolt must
contact the strike when the door closes.
2 If you need to rotate the latchbolt, insert a flat
blade screwdriver into the latch access point
approximately 1/2” (13 mm) into the case and
press to extend the latch out of the case. See
Figure 5.
3 Rotate the latchbolt past 180 degrees, keeping
constant pressure on the latch access point. Then
allow the latch to rotate back slightly and retract
into the case.
6Position hub toggles (if necessary)
1 Check whether the hub toggles are in the proper
position for the lock. See the table below.
Hub toggle positions
Inside down (always unlocked)
Outside up (lockable)
Figure 5 Rotating the latchbolt
Latch access point
Hub toggle Hub toggle
Figure 6 Positioning hub toggles
Cover side Case (back) side

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
5
Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Installing the trim
2 For LH & LHRB doors, the inside is the case (back)
side of the case and the outside is the cover side
of the case. For RH and RHRB doors, the inside is
the cover side of the case and the outside is the
case (back) side of the case. The cover is mounted
to the case with four screws.
3 To change the position of a hub toggle, loosen
the toggle screw, move the toggle into the
desired position, and re-tighten the screw.
7Install mortise case
1 Drill the holes for the case mounting screws.
2 Insert the mortise case into the mortise cavity,
while feeding the motor wires and any optional
sensor wires into the mortise cavity and keyhole
to the inside of the door as shown in Figure 7.
Note: The armored front of the mortise case self-
adjusts to the door bevel.
3 Secure the mortise case with the case mounting
screws.
8Install trim mounting plates
1 Insert the outside trim mounting plate through
the door and mortise case.
Option DV TV Stand
Alone Wireless
KeyOverideSensor
(KOS) ■ ■ ■ ■
Request-to-Exit
(RQE) ■■ ■
DoorStatus Switch
(DS) a
a. Door status switch is located differently for DV and TV
functions.
■■ ■
Latch Status
Switch (LS) ■■
Mortise case
Case
mounting
screws
Figure 7 Installing the mortise case
Door Status Switch
(TV location shown)
Motor wire
DS (white)
RQE (org/brown)
LS/LSM (purple)
KOS (gray)
(red/black)
Figure 8 Installing the trim mounting plates
Outside trim
Inside trim

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
6
Installing the lock
2 Position the inside trim mounting plate opposite
the outside trim mounting plate and screw them
securely in place.
Caution: Do not overtighten the trim
mounting plate screws. Overtightening may
damage the locking mechanism.
3 Temporarily install a lever and test the lock to
make sure that it doesn’t bind.
9Install thumb turn (TV function only)
1 Orient the thumb turn so it points up when the
deadbolt is retracted, and toward the hinge edge
of the door when the deadbolt is extended.
2 Install the thumb turn using the two screws
provided. See Figure 9.
10 Install inside and outside levers
1 Unscrew the inside spindle one full turn to allow
the spindles to turn freely. See Figure 10.
2 Remove the label from the inside spindle.
3 With the handle pointing toward the door hinges,
insert the outside lever and spindle assembly into
the lock from the outside of the door.
4 Slide the inside lever onto the inside spindle and
secure it with the set screw.
5 Turn the levers to check that they operate
smoothly.
Figure 9 Installing the thumb turn
Thumb turn
Inside door
Figure 10 Installing the levers
Location
of set screw
Spindle Assembly
on Outside door
Inside spindle
Outside spindle

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
7
Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Installing the lock
11 Install batteries
Four alkaline AA batteries (or two weatherized packs
if installing a weatherized unit) are furnished with
your Omnilock system and must be installed before
proceeding with operation verification and system
installation.
Note: For the Extreme Weatherized model, see
Addendum (T83317) Extreme Weatherized
Installation for battery and escrutcheon
installation.
1 Remove the gasket from the rear of the housing
assembly as shown in Figure 11.
2 Remove the screw from the battery cover and
remove the cover.
3 Install batteries with proper polarity as shown in
Figure 12. (For weatherized battery packs, simply
connect the wires from the battery pack to the
circuit board as shown in Figure 13.)
Note: Be sure red and black motor wires are
connected before attempting step 4. Align the wires
together so that the wire colors match.
4 Press and hold the reset button on the PC board
(as shown in Figure 12) until the green light on
the keypad flashes (about three seconds) then
release the button. If green light does not flash,
see “Troubleshooting” on page 12.
5 Replace the battery cover. See Figure 11. Make
sure that the tabs on the lower edge of the
battery cover are hooked over the edge of the
back plate and secure the cover with the screw.
6 Replace the gasket. See Figure 11. Make sure that
it is inside the edge of the housing.
Figure 11 Installing batteries
Housing assembly
AA Batteries
Back plate
Battery cover
Gasket
Track setting
label
Screw
Figure 12 Using the reset button
Reset button
Figure 13 Installing weatherized batteries

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
8
Installing the lock
12 Install outside escutcheon
1 Ensure that no wires are pinched when attaching
the escutcheon to the door.
2 Insert the standoffs and grounding spring into the
predrilled holes. Use screws and washers to attach
the escutcheon from the inside of the door.
13 Connecting escutcheon wires
1 Connect the red and black motor wire from the
mortise case to the red and black escutcheon
motor wire. Align the wires together so that the
wire colors match.
2 Connect the color-coded wires of the escutcheon
wiring harness to the corresponding wire options
on your mortise case. Some wires may not be
used.
Note: Two RQE status switches are installed in the
mortise case. However, only the switch for the inside
of the lock needs to be connected. You will need to
connect the ‘Case Side’ pair of RQE wires for LH and
LHRB doors or the ‘Cover Side’ pair of RQE wires for
RH and RHRB doors. See Figure 16. Wires are
labeled.
Figure 14 Installing the outside escutcheon
Screws and
washers
Mortise Escutcheon
Motor
Key Override
Sensor
Request to
Exit
Door Status
Switch
Latch Status
Switch
Motor
Key Override
Sensor
Request to
Exit
Door Status
Switch
Latch Status
Switch
Red/black Red/black
Gray Gray or Yellow
White White
Purple Purple
Orange/Brown Orange
Figure 15 Simplified wiring diagram
Outside
Outside
Left hand (LH) Right hand (RH)
Left hand
reverse bevel
(LHRB)
Right hand
reverse bevel
(RHRB)
Figure 16 Door Handing Chart

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
9
Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Finishing the installation
14 Install cylinder
1 Push any excess wires into the escutcheon
housing. Make sure no wires are pinched.
1 Make sure cylinder collar is positioned on the
cylinder.
2 Thread the cylinder into the mortise case. Rotate
the cylinder until the cylinder is flush against the
collar and the cylinder cam is in the 12 o’clock
position. See Figure 17.
Caution: A malfunction can occur if the
cylinder is threaded in too far.
3 Secure the cylinder in the mortise case with the
cylinder retainer screw.
15 Install mortise case faceplate
1 Secure the mortise case faceplate to the mortise
case with the faceplate mounting screws. See
Figure 18.
2 Check the lock for proper operation.
Figure 17 Installing the standard cylinder
Cylinder
Cylinder
retainer
screw
Cylinder collar
Figure 18 Installing the mortise case faceplate
TV Faceplate
DV Faceplate

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
10
Finishing the installation
16 Install strike box and strike plate
1 If the door jamb has not been mortised for the strike
box and strike plate, perform these steps:
a On the door jamb, locate the horizontal
centerline of the strike (3/8” (10mm) above the
centerline of the lock), as well as the vertical
centerline of the strike.
b Mortise the door jamb to fit the strike box and
strike plate.
c Drill the holes for the screws used to install the
strike box and strike plate.
2 Insert the strike box into the mortise in the door
jamb. Place the strike plate over the strike box
and secure the strike with the screws provided.
Note: If installing a DV wireless model with a Door
Status Switch, ensure that the magnet is located at
thetop of the strike box. See Figure 19.
3 Check the position of the auxiliary bolt against the
strike plate (or the filled area of the strike box).
Note: The recommended gap between the door
and jamb is 1/8” (3 mm).
17 Install core
1 Insert the control key into the core and rotate the
key 15 degrees (midway between the 12 o'clock
and 1 o'clock positions) to the right.
2 With the control key in the core, insert the core
into the cylinder.
3 Return the control key to the 12 o’clock position
and withdraw the key.
Caution: The control key can be used to
remove cores and to access doors. Provide
adequate security for the control key.
Figure 19 Installing the strike box and strike plate
Strike box
Strike plate
Strike box with DSS magnet
Figure 20 Installing the core
Control key
Core
Cylinder

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
11
Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Finishing the installation
18 Check operation
Check the operation of the lock. For example, check
that:
❐door latches and opens properly
❐deadbolt operates properly
❐key access works
❐door gap is 1/8” (3 mm)
❐auxiliary bolt is held inside the case when the door
is closed.
For assistance, contact your local Stanley Omnilock
dealer.
19 Test lock
To test the lock for proper operation before the lock
is programmed, follow these instructions:
For keypad locks
1 Press 1234 for the 2000 series, or 5011234
for the 500 series.
The green light flashes and the latch unlock.
2 Turn the lever and open the door.
During the unlock time, the green light flashes. Then
the red light flashes and the latch relocks.
For magnetic stripe or proximity card locks only
Note: If the lock has a proximity card reader, it may
have already been activated by the presence of an
object near the card reader.
1 Align the magnetic stripe card with the V mark by
the card slot.
2 Insert and then remove the card.
The green light flashes and the latch unlocks.
3 Turn the lever and open the door.
During the unlock time, if using the Programming
Default ID Card, the green light flashes. Then the red
light flashes and the latch relocks.

Installation Instructions for Stanley Omnilock 45HOM Mortise Locks
Stanley Omnilock
a Product Group of Stanley Security Solutions, Inc.
12
Finishing the installation
20 Troubleshooting
If the mechanism doesn’t unlock, remove the battery
cover and check for proper orientation and seating of
the batteries and motor connector. Ensure that wires
are not pinched. Reset the electronics by pressing
and holding the reset button on the circuit board
until the light flashes green (approximately three
seconds), then releasing the botton. See Figure 21.
Note: The system will go through a self-test and the
green light will flash five times. You will hear the
lock unlock, then relock three times. A red flash
indicates a PC board or drive system problem. If a
red flash or no flash is observed, check for proper
orientation and seating of the batteries and motor
connector, ensure that wires are not pinched, then
repeat the reset process.
Check operation
1 Press 1234 for the 2000 series, or 5011234
for the 500 series.
During the unlock time, the green light flashes; then
the red light flashes and the latch relocks.
2 Turn the lever and open the door.
3 If your system has a magnetic card reader, verify
proper operation of the system using the
magnetic card reader; otherwise, see “Test lock”
on page 11.
A label on the housing assembly battery cover indi-
cates the magnetic card track (track 2 or track 3) that
the system is set to read. See Figure 11.
Figure 21 Using the reset button
Reset button
Motor connector
Red wire
Black wire
Terminal block