SAM - Locking Installation Management - User FAQs

Find the answers to frequently asked questions about using SAM - Simple Administration Manager.

If installing SAM for the first time, take a look at the initial steps following installation or the brief instructions for users.

Initial steps

After installation

If starting SAM for the first time, some functions will not yet be available. To be able to use the programme, you will first need the SAM lockchart data for your locking installation. Contact your specialist dealer for this lockchart data. See also: Requesting SAM lockchart data.

If you have not yet received any SAM lockchart data, yet, or you just want to try out the programme, you can familiarise yourself with SAM using a sample lockchart.

Please also provide your user details. This is used at various points, such as when issuing or returning keys.

Requesting SAM lockchart data

Under 'Settings / Lockchart data’, click on ‘Request lockchart data’ to make a request in ASSA ABLOY Matrix II format. This contains an order item with the article XDA2 (SAM lockchart data) and your user details.

Send this file to your specialist dealer, e.g. by e-mail, so they can complete it and request the data.

Separately, you can also make the request as before: For example, the next time you are requesting cylinders or keys for your locking installation, simply add another item with article number XDA2.

You will find further details and screenshots in the request process.

Read SAM lockchart data

Once you have received the data from your specialist dealer, you can import it.

To do so, select ‘Settings / Lockchart data’ and select ‘Read lockchart data’. SAM will now import the data and also generate the list of doors and cylinders that you can “install” in accordance with the lockchart if desired.

Assign a password?

When starting SAM for the first time, no password is assigned. If you want to assign a password, check the ‘Activate password protection’ field under Settings / Password protection.

NOTE: The password cannot be reset.

If Windows login is not sufficient and you wish to assign a password, please make sure not to lose the user name and password!

Data backup!

SAM saves all processes in a database, which you should backup regularly. As the SAM database is a SDF file (Microsoft SQL Server Compact Edition), you can copy it as a regular file.

The simplest form of data backup is therefore: Simply create a backup copy of your SAM database by regularly copying the file on an external hard drive.

Adding persons

Persons can be added manually in SAM or they can be imported via a list in CSV format.

To add persons manually, change to the ‘Persons’ view and click on ‘New’ in the tool bar. You can now enter the personal data in the rows that appear.

Close the entry by leaving the row (click through or click elsewhere).

In order to import persons via CSV, please also change to the ‘Persons’ view and now select ‘Import’. Click on ‘...’ to select the CSV file. If the CSV contains column headers, SAM will try to automatically assign these to its own headings. If there are no headers or if they cannot readily be assigned, please make the assignments manually. Headers that have not been assigned will not be imported.

Note that when reimporting persons, these will be created in duplicate!

Main functions

Install cylinder

Once you have imported the SAM lockchart data, state which cylinders are installed on which doors. You can do this both in the ‘Cylinders’ view and in the ‘Doors’ view.

You can also have SAM perform this step automatically by stating during the import process that cylinders are to be installed on doors in accordance with the lockchart.

Cylinder -> Door:

In the ‘Cylinder’ view, click on the cylinder you wish to install. In the ‘Door’ column, now select the door on which the cylinder is installed.

Door -> Cylinder:

In the ‘Doors’ view, click on the door on which a cylinder is installed. Now select the corresponding cylinder in the ‘Cylinder’ column.

Dismount cylinder

In order to remove a cylinder, proceed as for the cylinder installation. However, instead of a door or a cylinder select the entry ‘Not installed’.

Key issuance

To issue a key, a recipient must first have been added. In order to issue a key, you can first select the receiving person or the key to be issued.

Key -> Person

In the ‘Keys’ view, first select one or several keys you wish to issue. Now click on 'Key issuance’ in the tool bar, select a recipient and modify the issuance options if necessary.

Person -> Key

First select the person receiving the key in the persons view. Now click on 'Key issuance’ in the tool bar, select one or more keys and modify the issuance options if necessary.

Key returns

As with the key issuance procedure, keys can be returned either from the ‘Person’ view or from the ‘Key’ view.

Key view

In the ‘Keys’ view, first select the key that has been returned. Now click on ‘Key return' in the tool bar to book the return.

Person view

First select the person returning the key in the ‘Person’ view. Now click on ‘Key return' in the tool bar to select the key and then book the return.

Modify key status

To modify the key status, first select the corresponding key in the ‘Keys’ view. Now select ‘Modify key status’ in the tool bar and select the new status in the following window.

Confirm the modification by clicking on ‘OK’; the status has now been modified and a corresponding entry made in the journal.

Extended functions

View reports

Reports provide you with additional information on the datasets selected. For example, you can see who owns a key and which doors can be opened with it.

Depending on the current view, you can obtain different reports by clicking on ‘Reports’ on the tool bar and then selecting a report.

Configure e-mail sending

In order to configure SAM as an e-mail client, you only need your to enter your details. If the e-mail client has been configured, an e-mail incl. an attachment will be generated when requesting lockchart data from the specialist dealer; this bypasses the clipboard and e-mail generation steps.

Click on ‘e-mail account settings’ in Settings / Lockchart data and enter the connection details of your e-mail provider:

 

Server Enter the outgoing mail server here. This is often also called the SMTP server.
Port SAM sends e-mails with SSL encryption. Enter the port for the SSL encryption here. The standard value is 465.
User name Enter your e-mail address here.
Password Enter your e-mail provider password here.

 

As the settings may vary from provider to provider, please look up your settings yourself.