Dormakaba Ambiance Cut Sheets.pdf

Ambiance™

Access Management Software

We make access in life smart and secure.

Experience Ambiance™ Access Management Software and discover the most flexible and scalable access control solution to power your dormakaba locks. Ambiance delivers the customer experience that is required within the hospitality industry by focusing on qualities that define the hotel experience.

Value Today’s hotel technology landscape is changing. Owners and IT managers alike, are looking for long-term value and return on their technology investment. dormakaba has applied the same dedication to Ambiance as we do in our hardware quality. Pay only for the modules you use. Because Ambiance is a flexible solution, it allows you to add other available features, such as mobile access and remote lock management, when you are ready to upgrade.

Connectivity & Mobility As a web-based application, Ambiance is accessible from anywhere:

simply log on to your secured web page to access your property’s information. Manage staff access, run reports. Change door latch/ unlatch schedules and remotely advise your staff of these changes with on-screen notifications.

Scalability Ambiance is scalable based on your property requirements. It will manage from 5 to 5,000 rooms or more in a single or multi-building configuration. Quickly and easily change room configurations from guest room to meeting room. Adding a newly built conference center to your Ambiance solution is quick and easy. Ambiance software also interfaces with a variety of third party property management (PMS), point of sale, energy management, parking gate systems and more

User Experience The value of time is at the forefront of the Ambiance user experience. The newest of users can easily create guest or staff keycards by following the on-screen guided workflows and referring to the embedded contextual help file. dormakaba’s focus on user interface and workflow simplicity promotes faster user training and adoption ensuring your staff is focused on the guest instead of new system learning.

True hospitality combines convenience at the front desk with end-to-end security throughout the entire property.

AMBIANCE ACCESS MANAGEMENT ADD-ON LICENSES

Ambiance RX Ambiance RX remote lock management provides the ultimate guest experience in security and management while maximizing hotel staff efficiency. When paired with dormakaba’s online lock hardware, hotel staff can monitor door activity through a series of notifications. Front desk agents can easily perform room moves without guests returning to the lobby. Additional remote functions include; keycard audits, keycard cancellations, guest stay extensions, door ajar notifications, wandering/standing intruder notifications through keycard usage, lock low battery report and room ready notifications. Integrate with third party partner solutions for smart room automation and room flow management.

Ambiance MX Ambiance MX supports dormakaba Mobile Access Solutions utilizing our Bluetooth Low Energy (BLE) lock selection.

Ambiance PX Ambiance PX integrates with dormakaba’s Keyscan Aurora to provide the ultimate in perimeter access control management. The solution is ideal for hotels of any size – mixed residential and hospitality requiring centralized control with the flexibility of segmented use to accommodate guests, tenants, staff, visitors and workers.

System Highlights

Flexible building management Configure property access to one or multiple buildings to include guest rooms, meeting rooms, multi-door suites, restricted areas, and common areas.

System control and security Limit system access to authorized users, based on their area of responsibility. Managed by custom user roles and coupled with advanced password and user access settings meeting PCI compliance, this core feature adds an extra layer of data security to your system.

Staff access management Control access to all property points using a combination of staff profiles, access point group definitions, access point scheduling and credential management.

A variety of specialty keys Take advantage of our specialty keys for fast and easy access control at the lock level. With the use of RFID key, you can block, unblock access to an individual door to staff and guest; perform quick lock audits, cancel a current staff, guest key and latch/unlatch and perform lock diagnostics.

Lock programming and auditing Use dormakaba’s maintenance unit for lock programming and auditing features along with advanced diagnostics for troubleshooting. This plug and play device easily connects to your workstation through a USB port.

Access control monitoring Monitor system and lock activity (optional) with a library of printed reports, on-screen notifications and individual alerts.

Guest access management Front desk agents are guided through the guest registration process with intuitive workflows and standardized screens.

Ambiance includes an online help tool for detailed instructions on performing key functions such as creating additional and replacement keys, modifying registrations, check-ins/outs and more. Guest keys can be created directly from Ambiance or through your property management solution (PMS).

Network Configuration

AMBIANCE SERVER

Supported Hardware Requirements

CPU 2GHz/64-bit/quad core or faster

RAM 16 GB/64-bit or higher

Network Controller Gigabit Ethernet - 1 Gb/second or greater

Disk Drive (Free Space) 30 GB (minimum). Additional disk space may be required based on database growth and backup/archiving settings.

Supported Operating Systems / Database

Supported Operating Systems

Microsoft Windows Server 2019 - English only Microsoft Windows Server 2016 - English only Windows Server 2012 R2 Standard - English only (suitable for all site size deployments) Windows 10 Pro/Enterprise - English only (suitable only for sites with a maximum lock count of 200 locks coupled with a maximum of two encoders)

Database SQL Server Express 2014* or SQL Server 2014 (*provided with Ambiance installation)

Connectivity

Internet Internet connectivity is required for remote support services.

IP Address Static (preferred) Dynamic (DHCP)

SERVER OPTIONS (Contact your technical representative to determine option requirements.)

USB Port A USB 2.0 or greater port for USB connected encoders and/or Maintenance Unit devices when the server is designated as a workstation.

Ambiance SQL DB Backup Backups will be configured to USB thumb drive unless network backup exists

Remote Support Connectivity Teamviewer (www.teamviewer.com)

Video Video card required for screen connection

Ports

Web User Interface Port 80 (HTTP) | Port 443 (HTTPS)

Encoder (TCP/IP) Port 28000 (TCP)

PMS

Port 8265 (TCP / Oracle FIAS) Port 8264 (dormakaba IRS) Port 1619 (dormakaba web services)

Virtual Machine or Private Hosting

Virtual Environments Private Hosting

Virtual machine and private hosting is supported based on the hardware and operating system requirements stated above. Dedicated CPU & RAM is required.

Property Management Software (PMS) Interface Support

The following PMS interface protocols are available: Web Services, TCP/IP, and Serial (limited availability) Please contact your PMS provider to verify integration compatibility. PMS companies wishing to integrate to Ambiance can contact partner.lgs@dormakaba.com.

WORKSTATION

Supported Hardware Requirements

CPU 2nd Generation Intel Core i5 (2GHx or greater) 3rd or 4th Gen Core i5 processor or equivalent or faster

RAM 8 GB or greater

Network Controller Gigabit Ethernet - 1 GB/second or greater

Disk Drive (Free Space) 50 MG

Supported Operating Systems/Web Browsers

Supported Operating Systems Windows 8.1 Pro/Enterprise | Windows 10 (Ambiance v 1.4 or higher) Pro/Enterprise - English only

Web Browsers Google Chrome (latest version) Microsoft Edge (latest version) Microsoft Internet Explorer v11 (requires ActiveX, Meta Refresh scripting options be enabled)

Recommended Screen Resolution 1366 x 768 or greater

Note:

dormakaba is not responsible for defects resulting from installations on alternate hardware configurations or operating systems.

dormakaba.us saflokstore.com 1.800.999.6213 1.248.837.3700� M3699_02_20

Technical Requirements The following information lists the supported hardware, software and configuration requirements needed to install and run Ambiance on server and workstations. Additional hardware resources may be required based on site configuration and usage.

Please contact your technical representative for details.

Overview dormakaba’s RT Plus is an enhanced version of the proven RT RFID electronic lock, offering the BLE technology directly integrated in the reader. Ideal for retrofit, this durable lock is easy to use and works with Ambiance access management software.

Mobile Access The lock is mobile access capable with the dormakaba BLE module integrated in the reader.

Applications

locks throughout a facility

• �Access control for guest rooms, common areas as well as back-of-house

• Easy upgrade path to BLE RFID technology: front housing only or complete lock

Security Features

Low Maintenance

during battery replacement

Access Management Software The RT Plus lock is supported by dormakaba’s Ambiance access management software that features an array of access control workflows for both guest and staff access.

Optionally, choose Ambiance add-on licenses: remote lock management, mobile access solution or enhanced perimeter access

Saflok RT™ Plus

Mechanical Features

Description Heavy duty electronic lockset (mortise or cylindrical) with clutch mechanism and built-incontactless RFID reader

Handing Left or Right factory handed mortise, field reversible handing (lever and mortise)

Lever

ADA compliant, outside lever free to rotate upward and downward in locked mode Lever clearance (space from end of lever to door)

Concealed Key Override (optional)

- Saflok KIK Core (keyed-alike, master keyed, recodable)

- Best Small IC Adaptor

Deadbolt 1" (25 mm) (for ASM mortise) or 2 1.4 mm (for ESM Mortise) solid metal, projected by inside thumbturn and retracted with the latch by the interior handle, emergency override or specific staff keycards. Optional auto deadbolt available

Door Thickness From 1 ⅜" to 2 ½" (35mm to 66mm)

Shipping weight 8.5 lbs (3.8 kg)

Housing Construction Cast zinc alloy (outside housing levers and thumbturn), stainless steel inside housing

Standard Finishes Satin chrome, satin brass and supreme finish for ocean front applications

Standard Backset 2 ¾" (70mm) backset, 2 ⅜" (60mm) backset also available for cylindrical lock

Locking Options ANSI lock case with 1 ¼" or 1" lock front mortise Optional automatic deadbolt European lock case mortise (20 x 165 mm) with round (20 or 23 x 235 mm) or square (20 x 235 mm) lock front mortise

Remove Access Management

Ambiance RX: Lock controller board with online capability DAJ mortise (ANSI lock case) Inside escutcheon equipped with Zigbee module

Mobile Access Option

Stand Alone or BLE enabled BLE module integrated in the reader

Batteries Alkaline - Three AA battery pack

Battery life is up to 2 years Low battery indicator: alerts staff that batteries need to be changed soon

Lock Operation

Date/Time Stamp Real-time; date and hours/minutes

Interrogation Obtain key usage reports from the lock by using a handheld unit at the door, or increase efficiency by performing a remote Interrogation using Ambiance RX (optional)

Pre-registered Keycards Keys can be made up to ten days in advance without cancelling current or arriving guests

Keycard Expiration Configurable expiration dates; can be automatically set for check out date or manually applied when making key during check in process.

Passage Mode Set by authorized keycard or Ambiance RX. Can also be configured to perform an automated/pre-defined passage mode time.

Lockout Mode Set by authorized keycard or Ambiance RX

Keycards Accepted Mifare classic: Guest keycards (mini), Staff (4k & 1k) Mifare plus: Guest keycards (Mifare plus 1K, ultralight C), Staff keycards (Mifare plus S 1k, Mifare plus S 2k, Mifare plus S 4k)

Feedback Light indicators in reader

Diagnostics Light indicators and handheld display

Audit Trail Up to 4,000 events

Disability Feature RCU readers interface with automatic power operated doors for special openings

Privacy Override Emergency keycards

Certifications & Testing

Accessibility Standard Complies with ADA standards 2010 for accessible design

BHMA/ANSI Certified to be compliant with Grade One performance tests for “ANSI/BHMA A156.13 Standard for Mortise Locks and Latches,” and “ANSI/BHMA A156.25 Standard for Electrified Locking Devices."

Fire Rating

Listed for pre-prepared manufactured doors and certified for retrofitting on existing doors by Underwriters Laboratories for use on fire doors having up to a three-hour rating.

a. U.L. Certification: GWVW.R12071 “Accessories for Single-point Locks and Latches and Fire Exit Hardware.” Evaluated in accordance with UL 10B and UL 10C.

b. U.L. Listing: GYQS.R11247 “Electrically Controlled Single-point Locks and Latches.” Evaluated in accordance with UL 10B and UL 10C.

c. Also classified in accordance with Uniform Building Code Standard 7-2, “Fire Test of Door Assemblies” (1997)

Electronics FCC Part 15 Class A and Complies with CE Radio Equipment Directive 2014/53/EU

Environmental Operating Conditions -31°F to 151°F (-35°C to 66°C) 0% to 85% non-condensing humidity at 86°F (30°C) conditions

Florida Buidling Code Approved in the exterior door category (exterior door components). Code of approval is FL13061

Warranty

Standard Factory Warranty One year

Support Programs dormakaba Service Plans (Platinum, Gold, Silver)

Gala Long ShortElevon

� M3703_6-22

Saflok RT/RT Plus

Installation instructions

PK3720-T - 2019 - 04

EN

2 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

Assembly

3. Installation of Standard ASM or ESM

Models

Trim Assembly without key override

Storeroom

Trim Assembly

for 79N C.2. Installation of extension spring on inside trim assembly Installation Guide Lexicon

Note: �This installation Guide is for Saflok RT and RT Plus lock. Images of the lock may vary depending on installed options.

Table of Contents

Saflok RT/RT Plus ASM, ESM, ASM Auto Deadbolt Mortises & Cylindrical Models 23/8" and 23/4" Backset Stand Alone (79S), Ambiance RX Ready (79R), Ambiance RX (79Z,Y,Q), and Escape Return (79N) Models

©2019 Saflok. All trademarks and registered trademarks are the property of their respective owners.

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 3

CAUTION

WARNING

IMPORTANT

Please read and follow all directions carefully.

Target Audience

These instructions are designed for use by maintenance professionals or lock installers who are familiar with common safety practices and competent to perform the steps described. Kaba is not responsible for damage or malfunction due to incorrect installation however arising.

Definition of Terms

In these instructions, the term ASM refers to American Standard Mortise, and ESM refers to European Slim Mortise, and ADB refers to Autodeadbolt Mortise.

Technical Assistance

For technical assistance, call: 1 800 999 6213

CAUTION

WARNING

IMPORTANT

Carefully inspect windows, doorframe, door, etc. to ensure that the recommended procedures will not cause damage.

dormakaba standard warranty does not cover damages caused by installation.

For all mortise models the gap between the mortise front plate and the strike must not exceed 1/4 “

CAUTION

WARNING

IMPORTANT

Door Door Frame

Mortise

Max. 1/4"

CAUTION

WARNING

IMPORTANT

Wear safety glasses when making the holes.

1 Introduction and Disclaimers

4 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

2 Checklist and Exploded Views

2.1 Parts and Tools List

Each lockset includes:

(A) Ouside lever handle (or)

Order separately for locks with mortise. ESSENTIAL FOR OUTDOOR INSTALLATIONS P/N: 033-512017-1

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 5

2 Checklist continued

Parts inside hardware bag:

Tools Required:

CAUTION

WARNING

IMPORTANT

For doors more than 2 1/2" thick up to 3 3/4", order the appropriate hardware bag to receive the correct length of spindles and mounting screws. Part# 062-512868-XXX; (XXX = choice of finish).

For outdoor installations, order gasket 033-512017-1. Gasket comes standard with cylindrical locks and ultra finish locks.

6 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

Notes: American Standard Mortise illustrated.

A

C

H

B U V

W

X N

F

D

D12

S

S G

J

J

L

P

I

E

K

B1

D1

C1

A1

E1

2.2 ASM/ESM (For Cylindrical, see Appendix B)

2 Exploded Views

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 7

2 Exploded Views

2.3 Autodeadbolt ASM Inside Trim Assembly

NOTE:

The inside trim assembly (E) for autodeadbolt models includes the parts (E3, E4, E5, E17) shown, assembled at the factory.

For ASM Office and ASM/ESM Store-room models, only some of the parts (E) are used. See instructions in Appendix A.

Parts (E3, E4, E5, E17) also available separately (kit #062- 510484-K) to convert the standard lock to Autodeadbolt ASM, ASM Office or ASM/ESM Storeroom functions.

Fully assembled view

E

E5

E17 E3

E4

8 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

3 � Installation of Standard ASM or ESM Models (for cylindrical see Appendix B)

3.1 Check the Mortise Handing

Compare the mortise with the diagram below. If the mortise is the correct handing for the door, continue with step 3.2.

CAUTION

WARNING

IMPORTANT

Refer to Appendix A.1 to change the handing of a field-re-versible mortise.

For LH (left hand) and RHR (right hand reverse)

For RH (right hand) and LHR (left hand reverse)

ASM

For LH (left hand) and RHR (right hand reverse)

For RH (right hand) and LHR (left hand reverse)

ESM

Door Handing (Top View)

Right Hand (RH)

Left Hand (LH)

Right Hand Reverse (RHR)

Left Hand Reverse (LHR)

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 9

4. �Position the strike against the door frame and align it with the mounting screw holes. Trace the outline of the strike.

5. �Remove material from within the strike outline so that the strike will be flush with the door frame.

6. �For ASM, install the dust box (optional for wood door frames, required for metal door frames), and check the strike handing on the template. For ASM and ESM install the strike using the screws provided. Use wood screws for wood frames and machined screws for steel frames.

CAUTION

WARNING

IMPORTANT

When strike is installed on wood frames under one inch thick, wood screws supplied are not adequate. use screws of effi-cient length to engage the structural stud behind the frame.

Use only the strike and dust box supplied. Use of non-ap-proved parts may void the warranty.

3 � Installation of Standard ASM or ESM Models (for cylindrical see Appendix B)

3.2 Install the Strike

1. �Align the paper template on the door frame at the desired handle height ( ), and along the vertical center line of the mortise (CL), which is also the center line of the door edge, allowing for any bumpers on the door frame.

CAUTION

WARNING

IMPORTANT

Respect applicable building codes regarding handle height.

Note that the centerline of an ESM mortise does NOT pass through the screw holes on the strike.

(CL)

2. �Mark the locations of the dust box cutout and mounting screws for the strike.

3. �Create the dust box pocket and chisel out the strike contour in the door frame, and drill the pilot holes for the mounting screws (dimensions and depths marked on template).

10 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

3.3 Install the Mortise (for cylindrical, see Appendix B)

CAUTION

WARNING

IMPORTANT

If using the installation jig to pre-pare the door, refer to the instruc-tions provided with the jig, then proceed with step 4 below.

1. �Mark the handle ( ) height on the edge of the door, as de-termined directly from the strike.

For ASM, the axis of rotation of the handle is level with the bottom lip of the strike.

For ESM, the axis of rotation of the handle is 11/4" above the bot-tom lip of the strike.

2. �Align the template along the vertical center line of the mor-tise (CL) at the desired handle height, and tape it to the door. Mark all holes and cutouts for the mortise in the edge of the door and remove the template.

3. �Locate the two sets of vertical fold lines on the template allowing you to adjust the positioning of the template de-pending on the bevel of the door.

If the door has no bevel, fold the template along the solid lines. Align the fold with the edge of the door and mark the holes for the lock. Repeat on the other side of the door.

If the door has a 3º bevel, fold and align the dashed line marked “H" on the template with the higher-beveled edge of the door and mark the lock holes on that side of the door.

Repeat on the side with the lower-beveled edge using the dashed line marked “L". Remove the template.

4. �Prepare the cut-outs for the mortise in the edge of the door using a mortising machine, router and chisel (for di-mensions, refer to template).

Ensure clearance is provided for moving latch parts as indi-cated on the template.

RH/LHR (ASM shown) LH/RHR

5. �Drill the holes in the sides of the door (for dimensions, refer to template).

Drill from both sides of the door to prevent unsightly dam-age.

6. �For ASM only, check the bevel of the mortise. If adjust-ment is required, loosen bevel screws (R) and adjust mor-tise front plate angle to match the bevel of the door. Re-tighten screws.

For models 79R, 79Z, 79Y, 79Q slide the ajar switch cable of the mortise (V) through the hole at the top of the mortise pocket. The cable must go through the outside of the door for connection in the next step.

Install the mortise with 2 screws (J). Use wood screws for wood doors and machined screws for steel doors.

Install mortise faceplate (P) with the two 8-32 x 1/4" screws provided (D12).

Logo

PJRV

Hole at the top Mortise Pocket

R

D12

CAUTION

WARNING

IMPORTANT

The ESM faceplate must be installed so you can read the logo (see arrow in figure above right-side-up for proper op-eration.)

3 � Installation of Standard ASM or ESM Models (for cylindrical see Appendix B)

ESM

Strike

(ESM)

ASM

Strike

11/4"

Door

(CL)

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 11

3.4 � Install the Outside Housing and Inside Trim Assembly Without Key Override (for locks with mechanical key override please refer to section 4).

A- For Mortise

U

E

X V

1. �Install the gasket (N) (if required) on the outside housing prior to assembly, aligning the notch in the gasket with the battery compartment. See page 4 for gasket information.

Outdoor Gasket

Notch

2. �Insert the slotted end of the square spindle (G) into the outside lever hub until it locks, at an angle of 45º. (The spindle can be removed by pulling on it, if oriented incor-rectly.)

Square Spindle Position correct incorrect

3. �Insert the thumbturn spindle (F) in the upper hub of the outside housing. (It will clip in place.)

CAUTION

WARNING

IMPORTANT

If installing the lock with mortise outdoors, order the proper gasket (See page 4).

For doors more than 2 1/2" thick, order the appropriate hard-ware bag to receive the correct length of spindles and mount-ing screws. (See page 4)

4. �Place the outside housing on the door so that the spindles engage the hubs on the mortise.

For models 79N see appendix C

3 � Installation of Standard ASM or ESM Models (for cylindrical see Appendix B)

For models 79R, 79Z, 79Y, 79Q slide the 2 spindles (F & G) onto the hub of the mortise but leave a gap between the door and the back of the lock. Connect the ajar cable from the housing

(U) to the ajar switch cable of the mortise (V). Push the lock to the face of the door ensuring that the cable connection

(U) to (V) remains in the door hole, and that the cable for the outside housing antenna (X) protrudes through the hole to the inside of the door.

CAUTION

WARNING

IMPORTANT

Ensure no cables are pinched on assembly.

5. �On the inside trim assembly turn the lever to the correct horizontal rest position for the handing of the door. Install the tension spring (L) between the handle (E6) and the post (E7).

L

E6

E7

6. �Place the grommets (E14) as shown on the image of the inside trim (E). Use screws (E15) and the flat washers (E16) and fasten to the RFID module (E13) to the inside trim as-sembly (E).

E15 E16 E14

W

E13

CAUTION

WARNING

IMPORTANT

Apply only for models 79Z, 79Y, 79Q.

Normally assembled at the factory

CAUTION

WARNING

IMPORTANT

For Autodeadbolt ASM, ASM Office and ASM/ESM Store-room models, refer to Appendix A.2, A.3, A.4 at this point.

7. �Put the thumbturn (T) in a vertical position. Place 3 spacers

(S) on the door (for recent models only) and place the in-side trim assembly on the door so that the upper and lower spindles (F) and (G) engage the thumbturn and the inside lever.

T

S

S

I

I

12 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

C

3.5 � Reversing the Outside Lever (for series without Mechanical Override)

The lever is field reversible. If the handing is incorrect, insert a small pick or flat screwdriver in the hole in the hub as shown.

Gently pry back the spring clip inside the hub, and remove the handle.

Access Hole cut-away viewCAUTION

WARNING

IMPORTANT

If the lock makes a continuous buzzing noise or the red LED lights continuously, reset the electronics by removing the battery holder for ten seconds then reinsert it.

For models 79Z, 79Y, 79Q connect the outside housing an-tenna cable (X) to the inside trim antenna cable (W). For the 79R model leave the outside housing antenna cable (X) in the door hole.

CAUTION

WARNING

IMPORTANT

Ensure no cables are pinched on assembly.

Fasten to the outside housing using the three 1/8" hex drive mounting screws (I). Install the screws without tightening.

Verify the inside lever and thumbturn operates smoothly. If not move the inside and outside housings slightly. Then tight-en the screws.

S

G

F

X W

T

I I

I

S

8. �Assemble the lever on the outside housing, in the horizon-tal rest position appropriate to the handing of the door.

Simply push the lever onto the tube until it clicks in place.

If more force is required, use a rubber mallet. Test the at-tachment of the handle by pulling smartly on it. (For locks with mechanical override, see section 4 p.12)

9. �Three AA Alkaline batteries should already be installed in the battery holder (C). Insert the battery holder into the outside housing and secure it using the 6-32 x 5/16" (7.9mm) Torx drive screw (H).

3 � Installation of Standard ASM or ESM Models (for cylindrical see Appendix B)

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 13

4 Installation of Mechanical Override Model

(K1) Override Shaft

(I1)

4.1 Parts and Tools List

Tools Required:

Cylinder (D1, provided with lock) or equivalent ( M1 ) Small flat scewdriver (less that 1/8")

Diagram of lock:

Facing view of drive tube: (E)

BackFront (B1)

(A1)

(I1)

(F1)

(H1)

(J1)

(E1)

(D1)

(C1)

(O1)

(I1)

(K1)

(J1)

(G1)

(J1)

(L1)*

* for recodable cylinder key #1 should be used as L1. See section 11 for more information.

14 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

4.2 Preparing the outside housing for the installation of the lever handle

1. �Insert the cylinder (D1) to be used as a tool, or an equiva-lent tool, to rotate the override shaft (K1) and turn it clockwise until it stops so that the two small indents (N1) on the cross are now vertically in line. (Fig.1)

2. �Push in the lever catch (J1) firmly. (see Fig. 2) to be flush with drive tube diameter

(J1) (K1)

(I1)

(N1)

(G1)

(L1) (D1)

Fig. 2 lever catch (J1) Push lever catch (J1) in

�Upon unpacking, the lock housing with mechanical override should look like the diagram below with:

(N1) � The small indents on the cross of the override shaft in line horizontally

(G1) � The nylon washer and the spring washer on the drive tube (I1)

(J1) The lever catch in the out position

(D1) � Cylinder

Fig. 1

(J1)

(K1)

Override Shaft

Indents (N1) In verticle position

(K1)

(I1)

4 Installation of Mechanical Override Model

CAUTION

WARNING

IMPORTANT

Important: Assemble the lever, cylinder and lock components before affixing the entire unit to the door.

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 15

4.4 � Steps to attach the lever handle to the lock housing *NOTE: the position of the key is very important

6. �Right-handed Lever handle: Turn the key (L1) aproximately 100º clockwise so that it is in the vertical position and the recess entry for key is in the top position. (See Fig. 6)

Fig. 6

Recess entry for key in the top position (L1)

Left-handed lever handle: Turn the key (L1) approximately to 100º clockwise so that it is in the vertical position and the recess entry for key is in the bottom position. (See Fig. 7)

Fig. 7

Recess entry for key in the bottom position

(L1)

CAUTION

WARNING

IMPORTANT

The key (L1) and the recess entry for key must be in the positions shown in Figs 6 & 7 before placing the lever handle on the housing or the lever and the override mechanism will not work

Troubleshooting:

If you have assembled the lever and housing with the key (L1) in the wrong position, the key (L1) will get stuck. To remove the key (L1), turn it so that it is in the vertical po-sition and insert a small flat screwdriver (M1) (see page

17) into the hole under the lever handle to push Lever Catch (J1) in (Fig.2). Remove lever, remove key. If it is still stuck, turn the key 90º clockwise to the horizontal posi-tion and push the Lever Catch (J1) in again with the small screwdriver (M1). Remove key (L1).

4.3 � Preparing the lever handle and cylinder for installation

3. �Insert the cylinder (D1) without key (L1) into the lever han-dle (A1) (see Fig.3)

Fig. 3

(D1)

(A1)

4. Put the cylinder plug (C1) into the lever (A1) (see Fig.4)

Fig. 4

(A1) (C1)

5. �Insert key (L1) into cylinder (D1). Hold plug (C1) in position.

(See Fig. 5).

Fig. 5

(L1)

CAUTION

WARNING

IMPORTANT

If the lever is not assembled with the key in the position shown in Fig. 6 & Fig. 7, the inside mechanism of the lock could be damaged if the lever is rotated and forced.

4 Installation of Mechanical Override Model

16 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

4.5 Attaching the Lever Handle to the Lock

(with the key as shown in Fig. 6 & Fig. 7)

7. �Fit the lever handle (A1) onto the drive tube (I1). It should rest approximately 1/16" from the body of the housing. If not, wiggle and jiggle key (L1) to align cylinder (D1) with override shaft (K1) (See Fig. 8)

If the lever catch (J1) can’t be pushed close to the housing, it is probably not pushed in. Push it in. (see fig 2 page 13)

If the lever catch (J1) is stuck, the override shaft (K1) is in the wrong position. (see fig 2 page 13) The two small indents (N1) on the cross of the override shaft (K1) must be vertically aligned as in fig 2 page 13

(L1) right-handed lock

Recess entry for key in TOP Position

Recess entry for key in BOTTOM Position left-handed lock

Fig. 8

(A1)

(L1) (A1)

8. �Press the lever (A1) firmly against the housing while turn-ing the key (L1) counterclockwise (this applies to both right-handed and left-handed locks) until it is in the hori-zontal position. (Fig. 9)

Fig. 9 right-handed lock left-handed lock

(Housing)

(L1)

(A1)

CAUTION

WARNING

IMPORTANT

If it is not possible to turn the key (L1) counter-clockwise to complete this step, the spring washer (H1, see page 12) may be too tense:

Hit the lever carefully with a rubber mallet to loosen the spring washer (H1). (you may want to cover the lever handle (A1) with a cloth or other material to protect the finish of the metal)

9. Remove the key (L1). The lock will look as shown in Fig.10.

right-handed lock left-handed lock

Fig. 10

Gently check the rotation of the lever handle (A1). It should easily rotate approximately 45º.

Troubleshooting:

Right-handed Lock: Turn the lever handle (A1) clockwise without forcing it. If it stops at approximately 15º, it was not assembled correctly as shown in step 6 (Fig.

6 & 7). Do not try to force it to turn. Release the lever handle (A1). Insert the small screwdriver (M1, page 16) into the small hole on the underside of the lever han-dle (A1) and push in the lever catch (J1) see page 13.

Re-do steps 2, 3, 4 & 5.

Left-handed Lock: Turn the lever handle (A1) counter-clockwise without forcing. If it stops at approximately 15º, it was not assembled correctly as shown in step 6 (Fig. 6 & 7). Do not try to force it to turn. Release the lever han-dle (A1). Insert the small screwdriver (M1, page 16) into the small hole on the underside of the lever handle (A1) and push in the lever catch (J1) see page 13. Re-do steps 2, 3, 4 & 5.

4 Installation of Mechanical Override Model

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 17

4.6 Verify the attachment of the lever handle

CAUTION

WARNING

IMPORTANT

Very Important: To verify that the lever handle has been cor-rectly attached to the housing:

10. Remove key (L1)

11. �Insert a small flat screwdriver (tool M1, page 12) into the hole on the underside of the lever handle (A1) and push in the lever catch (J1) as per fig 11.

12. Pull on the lever handle (A1).

You should not be able to remove the lever handle (A1). If it comes off of the housing, you did not assemble the lock correctly. Return to steps 2, 3, 4 & 5 and make sure that the lever (A1) looks like Fig. 10 and repeat this verification pro-cess. (Step 10)

Fig. 11

(M1) Small screwdriver or equivalent tool

(A1)

4.7 Adjust the lever feel

13. �If applicable, to reduce the lever play, using the 5/64 allen key (P1), tighten the set screw (O1) while pushing the le-ver against the front housing. Make sure the lever rotates properly after tighting the set screw (O1). See fig 12.

Fig. 12

4.8 � Test the movement of the lever handle (remove the key (L1) in cylinder (D1))

14. �Turn the handle (A1) clockwise (for a right-handed lock) or counter-clockwise (for a left-handed lock)

15. �Release the handle (A1) slowly. It should return freely to its horizontal position. (Fig.13)

Fig. 13 (A1)

Cylinder (J)

16. �If the handle (A1) doesn’t easily return to its original po-sition, the spring washer (H1) (page 12) is probably too tight. Use a rubber mallet to hit the lever (A1) carefully against the housing to reduce the tension of the spring

4 Installation of Mechanical Override Model washer (H1), until the handle (A1) moves freely back to its horizontal position when turned slowly.

4.9 � Test the mechanical override function

CAUTION

WARNING

IMPORTANT

This test can only be performed when the lock is not affixed to the door.

17. �Without using the key (L1), turn the lever handle (A1) clockwise (for Right-handed locks) or counter-clockwise (for Left-handed locks). The inside drive hub (F1) should not rotate when the handle (A1) turns. (Fig. 14)

Fig. 14

(F1) inside drive hub does not move

(A1)

18. �With the lever handle (A1) in the horizontal position, insert the key (L1) into the cylinder (D1) and turn it clockwise until it stops. (This applies to both Right and Left-handed locks, see Fig.15)

Fig. 15

(A1)(L1)

19. �Hold the key (L1) in stopped position (should be a bit more than vertical) and turn the lever handle (A1) clockwise (for Right-handed locks) or counter-clockwise (for Left-hand-ed locks). The inside drive hub (F1) should rotate in the same direction as the lever handle (A1) when it is turned.

(Fig. 16)

Fig. 16

(F1) inside drive hub rotates

18 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

Test the Mechanical Override Function (continued)

CAUTION

WARNING

IMPORTANT

Verify the functionality of the mechanical override after the lock is installed on the door: (Door must be opened)

20. �With the door open, insert key (L1) in cylinder (D1) and turn it clockwise until it stops.

21. �Hold the key (L1) in stopped position (should be a bit more than vertical) and turn the lever handle (A1) (clockwise for right-handed and counter-clockwise for left-handed locks). The latch must retract.

22. �Extend deadbolt and repeat the above operation (turn key (L1) clockwise until it stops), latch and deadbolt must retract completely.

4.10 Cover the keyhole & cylinder with the cap

23. �The cap (E1) has a small groove on one edge (to allow ease of removal) this should be facing down. Insert bot-tom snap of cap (E1), in handle hole below the cylinder (D1). With a small screwdriver, push the top snap of the cap down while pushing the cap (E1) into place to cover the keyhole (Fig. 17)

Fig. 17

(E1) Hole below cylinder Bottom snap (First)

Top snap (Second)

Push (Third)

(A1)

Groove facing down

24. �To remove the cap (E1), insert a small flat screwdriver into the groove and gently pry the cap off, being careful not to damage it. (You may want to cover the bottom of the lever to protect the finish from being scratched through the process of removing the cap). (Fig.18)

Fig. 18

(A1)

(E1)

(M1)

4 Installation of Mechanical Override Model

4.11 How to change lock cylinders

25. �Loosen the set screw (01) to free the lever using Allen Key (P1) (Approx. 1/4 turn). See fig 12 page 16

26. �Remove the cap (E1) from the lever handle (A1) (see step 24, Fig. 18).

27. Insert key (L1).

28. Turn the key (L1) clockwise until it stops.

29. Release key (L1).

30. �Use a small flat screwdriver to push in the lever catch (J1) through the small hole underneath the lever handle (A1) (Fig. 19).

Fig. 19

(A1)

(M1) Small screwdriver or equivalent tool

(L1)

31. �Pull the lever handle (A1) off of the lock housing (be careful not to lose the cylinder plug (C1)).

32. �Replace the old cylinder with the new one in the lever han-dle (A1). Only the same kind of cylinder with 2 grooves in a cross in the end of the cylinder plug, could be used on the locks. (Fig. 20)

Fig. 20 2 Grooves in cross

(A1)

(D1)

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 19

How to change lock cylinders (continued)

33. Re-insert the cylinder plug (C1) (Fig. 21)

Fig. 21

(A1)(C1)

34. �While holding the cylinder (D1) and plug (C1) in place, in-sert the key (L1) (see Fig. 22)

35. Turn the key (L1) approximately 100º clockwise

36. �Repeat the steps 1 to 9 to attach the lever handle (A1) to the lock housing. (see Fig. 22)

Fig. 22

Right-handed lock

Left-handed lock

(A1)(L1)

CAUTION

WARNING

IMPORTANT

The Key Override itself does not retract the latch or dead-bolt. Do not use too much force when turning the key as this may damage the unit. To retract the latch, turn the key clock-wise until it stops, and turn the lever handle (A1). See page 15

CAUTION

WARNING

IMPORTANT

The lever handle must stay in the horizontal position when turning the key (do not try to turn the key while turning the handle) or the override mechanism will not work.

CAUTION

WARNING

IMPORTANT

Always keep the door open while installing and verifying the functionality of the lock with the keycard or key override.

Do not close the door until you are certain that you have in-stalled the unit correctly.

4 Installation of Mechanical Override Model

20 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

4.12 The Recodable Cylinder with 3 different keys

CAUTION

WARNING

IMPORTANT

Read the following instructions before using any of the 3 keys supplied

The recodable cylinder can be operated with three different keys. The keys are numbered 1, 2 & 3, and each key is labeled and supplied in a separate plastic bag. It is very important to use them in order.

* �Always read the label instructions on the label before using a key.

CAUTION

WARNING

IMPORTANT

The use of key #2 automatically cancels the function of key #1, and the use of key #3 automatically cancels both keys #1 and #2.

If key #3 is used first, it will immediately make keys #1 and #2 unusable.

Once a key is cancelled, it can’t be reactivated unless the cyl-inder itself is re-pinned.

Fig. 23

Key #1

Key #2 (cancels key #1)

Key #3 (cancels keys #1 and #2) cylinder

How to change lock combination from key #1 to key #2:

37. Insert key #2 into cylinder.

38. �Turn the key clockwise until it stops (see Fig. 24) for both left-handed and right-handed locks.

Right-handed lock

Left-handed lock

Fig. 24

39. �Turn the key back counter-clockwise until it is in the hori-zontal position.

Fig. 25 Right-handed lock

Left-handed lock

40. Remove the key.

Now the lock should work with key #2, and key #1 has been cancelled.

*Test: Try to use key #1 in the lock. It should no longer work.

How to change lock combination from key #2 to key #3

41. Insert key #3 into cylinder.

42. Turn the key clockwise until it stops.

43. � Turn the key back counter-clockwise until it is in the horizontal position.

44. Remove the key.

Now the lock should work with key #3, and key #2 has been cancelled.

*Test: Try to use key #2 in the lock. It should no longer work.

4 Installation of Mechanical Override Model

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 21

APPENDIX A.1 � Reversing the Mortise Handing on ASM 1 1/4" Face Plate Only

A.1.1 Reversible ASM

1. Place the mortise on a flat surface.

2. Partially extend the deadbolt:

For normal ASM, rotate hub (D4) using a screwdriver, until the deadbolt (D5) extends approximately 1/4".

D5

1/4" D4

Proceed to step 3.

For Autodeadbolt ASM, rotate hub (D4) until the deadbolt (D5) is fully retracted. The deadbolt will extend approx. 1/16" from the mortise case.

D5

1/16"D4

Hold the deadbolt (D5) gently. Press and release the auxiliary latch (D6). You should feel the deadbolt trigger and begin to extend under the force of the spring.

D5 (hold gently)

D6 (press and release)

Release the deadbolt (D5) gently. It should extend to approxi-mately 5/16" and stop. If the deadbolt extends past this point, gently press it in until it locks at a protrusion of approximately 5/16" or start step 2 again.

D5

5/16"

22 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

A.1.1 Reversible ASM (continued)

3. �Push in the latch bolt (D7) to the middle of its stroke, and hold it there.

4. �Hold the latch (D7) inside the mortise, and insert the tail-piece retaining tool (D8, part #027-510382 available sepa-rately) so that the tailpiece (D10) will not drop inside the mortise case. Hold the tool and the latch with one hand, and slide up the tailpiece using a small screwdriver.

D7

D10

D8 (part #027-510382)

5. �Continue to hold the retaining tool (D8). Release the latch bolt (D7) and keep the anti-friction latch (D9) toward the flat side of the latch bolt so that the bolt extends fully.

D7

D9D8

6. �Pull out the latch bolt (D7), until it just clears the front plate. (Note: If you remove the bolt completely, you must turn it 90° to re-insert it.)

D7

180°

7. �Rotate the latch bolt (D7) 180°. Re-insert it to the end of its stroke.

D7

8. �Holding the retaining tool (D8) in place, re-engage tail-piece (D10) with the latch bolt (D7). There may be some play required to align the parts. Remove the tool (D8).

D7

D10

D8

9. �Release the latch to the middle of the stroke and hold it there. Use a small screwdriver to push the lock mechanism back to the locked position.

CAUTION

WARNING

IMPORTANT

The lock mechanism has to be horizontal on the locked posi-tion

1 2

Use a small screwdriver to lift unlock mechanism.

Unlock PositionLock Position

Push in the latchbolt to the end of the stroke, and hold it there.

D7 D7

APPENDIX A.1 � Reversing the Mortise Handing on ASM 1 1/4" Face Plate Only

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 23

10. �Release the latch bolt (D7). Position the latch bolt so that the bottom tooth of the anti-friction latch (D9) remains inside the mortise case as shown.

CAUTION

WARNING

IMPORTANT

If the tooth of (D9) is outside the mortise, you will not be able to re-assemble the faceplate on the mortise.

D7

D9 D7

D9 (tooth) mortise bottom view

A.1.2 Reversible ESM

1. �Remove the mortise faceplate, and place the mortise on a flat surface for the following steps.

LOGO

2. �If deadbolt is projected, retract the deadbolt (D5) as shown by turning the hub (D4) with a small screwdriver, then push in the latch bolt (D7) to the end of its stroke.

D5D4

D7

3. �Release the latch bolt, and guide anti-friction latch (D9) against the flat side of the latch bolt so that it will slide out of the mortise beyond its normal throw.

D9 mortise bottom view D7

D9

D7

APPENDIX A.1 � Reversing the Mortise Handing

24 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

4. �Using a small screwdriver, slide up the locking pin (D11).

Pull out and remove the latch bolt (D7), rotate it 180°, and reattach it.

D11 D7

180°

5. �Re-insert the rotated latch bolt (D7) until it stops. Push down the locking pin (D11) to lock the latch bolt in the mor-tise.

D7

D11

6. Push in the latch bolt (D7) to the end of its stroke.

D7

7. �Release the latch bolt (D7) while positioning the anti-fric-tion latch (D9) so that it will remain inside the mortise. En-sure the bottom tooth of the anti-friction latch (D9) re-mains inside the mortise case as shown.

D7

D9 (tooth) mortise bottom viewD7

D9

CAUTION

WARNING

IMPORTANT

If the bottom tooth of (D9) is outside the mortise, you will NOT be able to re-assemble the face plate on the mortise.

The ESM face plate must be installed so you can read the logo.

APPENDIX A.1 � Reversing the Mortise Handing

Saflok RT/RT Plus Installation Guide PK3720_T 04-19 25

APPENDIX A.2 � Additional steps for Autodeadbolt ASM

Do the following INSTEAD OF page 10, step 6:

5. �If not already installed at the factory, put the thumbturn in the vertical position and install all four (4) parts (E) as shown, on the inside trim assembly.

E4

E17 E3

E5

Install clip E17 diagonally on hub

Turn the thumbturn all the way to the right for a RH instal-lation (arrow on E3 points UP), or all the way to the left for a LH installation (arrow on E3 points DOWN). The thumbturn should stop in the vertical position, and the stopper cam (E3) will be in the position illustrated below.

Place the 3 spacers (S) on the door. Place the inside trim as-sembly on the door so that the upper and lower spindles (F) and (G) engage the thumbturn and the inside lever. Fasten to the outside housing using the three 1/8" hex head mounting screws (I).

If applicable apply the privacy thumbturn sticker as shown. If in doubt as to the direction of the arrow, press the auxiliary latch (D6) to extend the deadbolt, and verify in which direc-tion to rotate the thumbturn to reach the horizontal (priva-

cy) position.

S

T

I I

I

S

RH/LHR LH/RHR

D6

26 Saflok RT/RT Plus Installation Guide PK3720_T 04-19

APPENDIX A.3 Additional steps for ASM Office

Do the following BEFORE placing the inside trim assembly on the door (page 10, step 7):

Install only parts (E4 and E5) as shown, on the inside trim assembly.

APPENDIX A.4 � Additional steps for ASM/ESM Storeroom

Do the following BEFORE placing the inside trim assembly on the door (page 10, step 7):

Put the thumbturn in the vertical position and install only parts (E17, E3 and E5) as shown, on the inside trim assembly. The notch on the stopper cam (E3) must engage the tab on the plate (E5), so that the thumbturn is locked in the vertical position.

Install E4 onto E5, then slide both parts onto the thumbturn.

Stopper Cam E3 to be assembled in position shown.

The thumbturn should be locked in the…