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Specworks™ is a software product that is used by Architectural Hardware Specifiers to produce specifications for new construction projects. If your site or your customer's site is involved with construction that is being specified from the Specworks™ program, the program can export the project's data that can be imported directly into Sitemaster 200®. This allows the customer to receive a fully loaded Sitemaster 200® program.

 

DATA FEATURE > Using a blank SpecWorks file, prepared by Matrix Security, you can add your existing building information to the file and import it into SiteMaster. This file is available on our website.

 

Important: Before you import any file into SITEMASTER 200®, do the following: 1. Make a copy of your working dataset for safety purposes. 2. We highly recommend that you first create a new dataset or use a copy of your working data and import your data into that first. This lets you see if the import data is correct before you import it into your working dataset. See

 

This topic includes:

 

Setting Up the SpecWorks File for Sitemaster 200®

Important Guidelines to Follow

Data Import Options

 

To Export SiteMaster 200 Data from Specworks™

 

To Import a SpecWorks File

 

Working with the Customer's Data After the Import

 

 

Setting Up the Specworks™ File for Sitemaster 200®

 

Important: The SITEMASTER 200® export file that is produced from the Specworks™ program is formatted to be compatible with Excel version 5.0. There's a good chance that you may be working with a later version of Excel. If this is the case and you make changes/additions to the export file, when your done save the file as an Excel 5.0/95 Workbook (*.xls). For example, you're using Vista with Microsoft Excel version 2007. To preserve the proper formatting, select Save As, then Other Formats, and pick the Excel 5.0/95 Workbook (*.xls) choice from the Save Type As selection box.

 

Before importing a Specworks™ file into Sitemaster 200®, review the following table to see how Sitemaster 200® handles the Specworks™ data. Compare the data fields used in Specworks™ with those in Sitemaster 200® to determine if any of the data needs to be modified. If you need to modify the file but don't want to change your Specworks™ data, make a copy of the Specworks™ file, make the changes, and use this for the import.

 

Note: The only required fields, when importing the end user's existing data are, MARK, INSIDELOCATION, and AREADESCRIPTION.

 

 

 

 

Important Guidelines to Follow

 

Buildings, Rooms, Doors, and Cylinders:

 

Important: Specworks™ does not maintain building or room number records but this information is required in Sitemaster 200®. The AREADESCRIPTION is used by Sitemaster 200® as the Building(s) and INSIDELOCATION is used as the Room Number(s).

 

AREADESCRIPTION: Before you import the file into Sitemaster 200®, make sure that every designated AREA that you want to assign to the same Building is assigned to the same AREADESCRIPTION.

 

INSIDELOCATION: Sitemaster 200 grabs either the only word or the last word in the INSIDELOCATION field and uses this as the Room Number. Make sure you have a space between the last word (Room Number) and the previous word (VestibuleCR100 = bad, Vestibule CR100 = good). A maximum of ten (10) characters will be used as the room number.

 

Room Function: The Room Function field in SiteMaster describes the usage of the room. If there is only one word in the INSIDELOCATION field then no room function will be assigned. If there is more than one word, then SiteMaster will grab all of the words except for the last word and use this as the Room Function. Up to thirty (30) characters can be assigned as the Room Function.

 

MARK: The MARK is the Opening in Specworks™ and the Door Number in SiteMaster.

 

OUTSIDELOCATION: SiteMaster uses the OUTSIDELOCATION as the Door Description.

 

CylQty: This is the cylinder quantity that's assigned to the door. SiteMaster automatically marks the hardware as a Cylinder Product type so that it may accept cylinder/cores and keys. If your Specworks™ data includes cylinder part numbers (i.e., 30-021-CE) in the CATALOGNO field, then assign these records the cylinder quantity (CylQty) of one (1). If the hardware schedule does not include the cylinder part numbers, then assign the locking hardware (i.e, L9080P 03A) the cylinder quantity of one (1). Only assign the CylQty to the actual hardware cylinders, or you'll wind up with too many cylinders on your doors in SiteMaster.

 

CATALOGNO: This is used in Sitemaster 200® as the Part Number or Product Number. The part numbers become the site's product catalog. If you add "comments" to these items, then the end user will wind up seeing your comments attached to their part numbers. See CylQty above for marking your hardware cylinders and key symbol (KEYGRP) assignments

 

 

Keys and Key Systems:

 

When an end user's key system (Procom imported or end user entered) is already added to SiteMaster, you can use the SpecWorks file to key up the doors to those existing cylinder/core records. Additionally, the SpecWorks file can be used to produce the end user's key system from scratch.

 

Important: The Specworks' option for producing the end user's key system, works well for fairly straightforward key systems that utilize standard symbolism and structure. If the system you're working with contains cross-keying information (X1X), for example, you will have to set up these cylinders separately after the import. If you plan on using this method, then follow these guidelines:

 

1. If the end user is receiving a Schlage or Falcon registered key system then STOP and proceed to Importing Door, Hardware, and Key Schedule Information below. If you want to create the new key system from within Specworks™ then continue.

 

2. Use Standard Key Coding symbols for the KEYGRP field in Specworks™. SiteMaster uses the symbolism of the keys to determine the structure of the key system. For example, the symbols BA1, BA, and B can be easily analyzed but BA1, BA, and GMK would be problematic. In other words, the key symbols must flow perfectly through the groupings.

 

3. Do not use the KEYGRP field for any miscellaneous information such as "NO KEY" or "UNKNOWN." This field needs to either have the actual key symbol or be left blank.

 

4. For each Master Key, type something into the Key Registry Number field in Specworks™ in order for SiteMaster to identify the key as a master. The master key group records should not be included within the rows of door records but start after the last door record.

 

5. Assign the keyway(s) of your key groups using the SECTION column.

 

6. For an SFIC key system that also uses a Control Key(s), type the control key designation(s) into the KEYGRP field. A control key designation does not need to have the standard key coding symbolism. You must also type the word CONTROL (upper case) into the KeyRegistryNumber field for each control key record. This allows SiteMaster to identify the control keys(s) in order to combinate the cylinders properly. You must also type in the bitting of the control key(s) using the POSITIONS columns even if you are not assigning bittings to your other keys.

 

Important: If an SFIC system contains more than one control key, all of the control keys will be combinated into every cylinder record in SiteMaster.

 

7. With the exception of control keys for SFIC systems, you don't have to type in the key bittings (Positions) to produce the system. See Importing Door, Hardware, and Key Schedule Information.

 

 

Data Import Options

 

Importing Door and Hardware Information Only

 

If you leave out the key schedule information in the Specworks™ file, SiteMaster will only import the door and hardware information.

 

You have the following options if you want to add the Key Schedule information later:

 

1. Import the site's registered factory system. SiteMaster creates the Key Numbers and the Cylinder/Cores. Use the Rekey Rooms Wizard to assign the new Cylinder/Cores to the Doors.

 

2. Use the Combinator (Create System Keys) to load the program with Key Numbers and Cylinder/Cores. Use the Rekey Rooms Wizard to assign the new Cylinder/Cores to the Doors.

 

3. Use the Add Keys and Cylinders Wizard to add multiple records by typing them in.. Use the Rekey Rooms Wizard to assign the new Cylinder/Cores to the Doors.

 

 

Importing Door, Hardware, and Key Schedule Information

 

Option 1 - Creating the Key System from scratch using the Specworks™ file (See Keys and Key Systems above)

 

Take these steps to set up the key system information prior to import:

 

1. Make sure that you have a Manufacturer's System in Sitemaster for the keys that are being imported. If not, set up and add the necessary system. You can also use the pre-loaded systems if there is a correct match for the keys being imported. You select the pre-loaded Manufacturer's System type on the import screen.

 

2. Make sure that you have the Key System information set up in Sitemaster for the keys that are being imported. The Key System must be linked to the Manufacturer's System that you are using. If not, set up and add the new Key System. You can also use the pre-loaded systems that are already linked. You select the pre-loaded Key System type on the import screen.

 

3. When the Key Numbers are imported, the program will link the Key Numbers to the Manufacturer's System, and to the Key System that you selected.

 

4. You have the option to assign or to omit the key bittings in Specworks™. If you want to assign the bittings later in SiteMaster, then do the following:

 

1. Go to the Key Numbers Screen in the expanded mode and click on the Edit button.

 

2. Go down through the Bittings column and type in the Bittings for each Key Number.

 

3. Press Save. This will automatically "pin-up" all of the new Cylinder/Cores.

 

5. If you entered all of the Key Schedule information, including the bittings into the Specworks™ file, then SiteMaster will automatically pin up all of the Cylinder/Cores.

 

 

Option 2 - Importing a Schlage or Falcon factory key system and using Specworks™ to make the cylinder/core to door assignments.

 

If you first import a factory key system from key records, you can enter any matching key symbols in Specworks™ without having to assign the key bittings. After importing the Specworks™ file into SiteMaster, the cylinders/cores are assigned to the doors and they are fully combinated.

 

1. Import the Schlage or Falcon factory system into SiteMaster.

 

2. In Specworks™, assign the necessary key symbols to the doors that match ones in the imported key system. In the KeyGrp column, you only need to have the key symbol assigned to the door record row that has the CylQty entered as one (1). The CylQty entry tells SiteMaster that the product that's marked, is the one that accepts the cylinder/core on the door.

 

3. In the SECTION column in Specworks, add the section (keyway) for the key symbols in the KeyGrp column.

 

 

To Export SiteMaster 200 Data from Specworks™

 

1. From the Main Menu in Specworks™, select the Engineering Menu.

 

2. On the Engineering Menu, select Reports.

 

3. Click on the Export to Excel option and select Site Master data.

 

 

To Import a Specworks™ File

 

Important: Whenever you save the Specworks™ file, make sure that the saved format is Microsoft Excel 5.0/95 Workbook. For example, when you save the Specworks™ file using Microsoft Office Excel it may automatically re-format the file. This can cause a fatal error message when importing the file.

 

1. From the Utilities pull-down menu, select "Load Specworks™ SITEMASTER Export." This displays the SpecWorks Import Wizard.

 

2. Use the browse button on the File to Import option to locate the Specworks™ file on your computer and select it.

 

3. For the Warranty Start Date, type in the date that the warranty begins. This is usually when the customer takes possession.

 

Important: You can import files that either contain keys or do not contain keys.

 

For files with Key Assignments (KeyGrp column):

 

4. For the Import Keys as Serialized check box, indicate whether or not the new key numbers are to be serialized. Decide whether or not keys will be serialized before you import the file.

 

5. For Number of Keys to Create, type in the quantity of keys per key number that will be supplied to the customer. The program automatically creates these quantities for each key number, as well as the individual serial numbers if that option is selected.

 

6. Select the correct Manufacturer's System and Key System for the keys to be imported. If this is a new Key System, then edit the Add New record that's displayed in the Key System field and type in the name of your new system. Or, select an existing Key System using the drop-down button of the Key System field.

 

Lockshop Enhancement Version - If you want to use a different Manufacturer's System and/or Key System than those that are pre-loaded, then set up and add the system to Sitemaster. When you come back to the SpecWorks Import Screen, the Manufacturer's System and/or Key System you added should be available in the pull-down box.

 

7. Click on the Finish button to begin the import. A record counter will display the progress of the import. You will receive the message, "Import is complete" when finished.

 

For files without Key Assignments:

 

Follow steps 1 through 3 above, and then continue here with step 4.

 

4. For the Finish button to be turned on, any key system must be selected in the key System field, but you can't use Add New.

 

5. If you don't have an existing key system added, for the Manufacturer's System, using the drop-down button select any one of the three preloaded Generic Manufacturer's System.

 

6. For the Key System field, use the drop-down button to select the corresponding Generic Key System.

 

7. Click on the Finish button to begin the import. A record counter will display the progress of the import. You will receive the message, "Import is complete" when finished.

 

 

Working with the Customer's Data After the Import

 

Room Numbers

 

The customer will want room numbers that will match their signage. However, as-built room numbers may arrive too late for the data entry process. To change the room numbers for the customer, or to show the customer how to change their room numbers later:

 

1. Click the Rooms icon on the Main Button Bar.

 

2. Click the Find All button.

 

3. On the Rooms for Building Screen, click on the Mode button to open the expanded list.

 

4. Click on the Edit button.

 

5. Go down the Room Number column and change the room numbers. Click Save.

 

6. You also may want to change the Door Numbers, by going to the Doors Screen and following the same procedure that was done for the Rooms.

 

 

Square Footage

 

If the architectural plans are available, you or your customer can quickly assign the square footage to the room records.

 

1. Click the Rooms icon on the Main Button Bar.

 

2. Click the Find All button.

 

3. On the Rooms for Building Screen, click on the Mode button to open the expanded list.

 

4. Click on the Edit button.

 

5. Go down the Square Footage column and enter this information for each room.

 

6. Click on the Save button.

 

 

Products (Hardware)

 

A) ADA: When Sitemaster 200® imports the file, all of the hardware products are automatically marked as ADA compliant. In order to remove the ADA designation from hardware assigned to door records, go to the hardware product in the Products Screen, click on the Edit button, and de-select the ADA check box. Click on the Save button.

 

B) Warranty (months): You can assign a warranty period in months for each hardware product that is imported from Specworks™. By doing this, the program will automatically assign the Warranty Expiration date for all of the hardware records on doors.

 

1. Click the Products icon on the Main Button Bar.

 

2. For each Product that you want to assign a warranty period, select the product and click on the Edit button. Type in the warranty period in months into the Warranty (months) field.

 

3. After you exit the Warranty (months) field, the program will ask you, "Would you like to update all hardware records for this product that do not have a warranty expiration date?"

 

4. Click on the Yes button to create the Warranty Expiration date.

 

5. Click on the Save button. The hardware products on all of the door records are now assigned warranty expiration dates.

 

C) DHI Sequence: The initial sort order of the hardware imported and assigned to Hardware Groups in SiteMaster, follows the Door Hardware Institute's scheduling sequence.

 

 

Key Numbers

 

All master keys that are imported are assigned a Level of 2 in the program. For any masters that are at a different level, edit the Level field on the Symbol Information sub-screen in Key Numbers.

 

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