Training Services and SiteSoft® Videos for SITEMASTER 200®

See the information below about our Training Services. On this page you will find two types of Training Videos. The ones below you may download to run on your own computer. The ones on the right will run in your browser's window.

Training Services

Don't stumble around! Professional Training is available to you by the developers of SITEMASTER 200®®. We offer both free and fee-based services depending on your requirements.

What's free? You receive free technical and customer support from our representatives. For example, we are happy to get you going in order to resolve a problem that you may be experiencing, or if you have a question about one of the program's features. Additionally, you have access to our how-to Training Videos covering the setup, operations, and features of the program. See our Training Videos below.

What's fee-based? If you require in-depth personal training on or off site, we provide you with options. For example, you require just a couple of hours of training over the phone for an in-depth understanding of a particular feature(s) and/or operation(s). We also offer on-line training with desktop sharing through your web browser. Or, you may require on-site training for your users that may take a day or two.

After the Program is installed: Getting Started

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Our current on-site training rates: Training Costs

Online Service:

On-Line/Phone Training Order Form: Print, fill out, and fax

Remote Access Authorization:Fill out Form and submit

Online Training Link: Join Me (Instructions)

You must schedule an online session before filling out this Authorization Form.
You've installed the program, now what? These are our recommendations to get it right.
Click here to begin your scheduled online training session.
Training Videos (Download)

Requirements: Click on video name for description and to download. Click Download and then Save. These are zipped files that you must extract (unzip) on your computer. These files are in SWF or FLV format. You may be required to install a Player, such as Real Player or Adobe Flash Player in order to run the video files locally. If no player is available, these videos should open in your browser, such as Internet Explorer. For videos to watch in your Browser window without downloading, see Training Videos (Browser) on right.

Main Features

This presentation includes a complete overview of the program. You have the option to quickly step through this video, or you can spend more time and view the various feature demonstrations that are included.

[Download]

Navigating the Program

Record Information Screens

Record Information Screens are where your data is stored. Learn how to effectively lookup, sort, and search your data. Discover how you can quickly jump around the program to access the data you need without exiting and reopening multiple screens.

[Download]

Reports

Learn how to access, set up, and sort the many SITEMASTER 200® Reports that are available.

[Download]

Setting Up the Program:

System Setup

Setting up the program involves choosing options you want to include in your system. You select or de-select items that become the default options. The System Setup Screen includes administrative options while the Locksmith Setup Screen includes options that should be set up by the locksmith. There is also a Receipt Setup Screen that allows you to customize the text for key issuance receipts.

[Download]

How do you want to use SITEMASTER 200®?

This video demonstrates the extreme flexibility of the program to meet the user's specific needs. For example, we will configure SITEMASTER 200® for a user who only wants to track key issuances to personnel.

[Download]

Example: A simple approach to data entry

Some users are not prepared with all of the data that SITEMASTER 200® uses. Other users may not need all of the system's capabilities. In this example, we demonstrate one method sites with limited data may use to quickly get going.

[Download]

Loading Key & Cylinder/Core Data:

Manufacturers and Related Info

Add your brands for key systems and hardware. Assign the important pinning specifications and keyways used. Most IR types are already preloaded.

[Download]

Adding a new Key System Record

Add the primary information to a new Key System record in preperatiion of loading keys and cylinder/cores.

[Download]

Importing Ingersoll Rand Key Systems

Learn how to import your registered Key System from Key Records.

[Download]

Using the Key/Core Loader File

Use this Excel file to import your existing key system(s) data.

[Download]

Create System Keys Wizard

Set up a Master Key System and generate the actual system keys and cylinder/cores. The feature was designed to load new or existing system records, and requires a good understanding of master keying. This means that you have to be able to analyze your key system and tell the program how to build it. Uses Total Position Progression, and handles most standard one- and two-step systems and SFIC systems.

[Download]

Add Key Numbers & Cylinders Wizard

Load multiple keys and cylinder/cores to your system by typing them into a list. Through establishing the relational heirarchy of your master keys with this Wizard, the program automatically handles the inclusion of the operating masters for your cylinders when adding your change keys. You can use your own proprietary naming for your keys, and many levels of keying are accepted.

[Download]

Cross Keying

Two different methods are demonstrated for adding cylinder/core records that are operated by various change keys.

[Download]

Loading Building Information:

Products & Hardware Groups

Learn about the important Cylinder Product and how to add hardware to doors.

[Download]

Adding Rooms Manually

For adding rooms one at a time.

[Download]

Create Rooms Wizard

Wizard for adding multiple rooms at once with options to key up the doors, add hardware, assign departments, and other important information.

[Download]

Mass-Assigning Records

Learn how to mass-assign certain data to your rooms and doors such as departments, room usage, and hardware products.

[Download]

Asset Management

Quickly learn how to track and maintain the valuable assets that are inside your rooms. Find out how assets are linked to key issuance records, so you can determine what assets may be at risk.

[Download]

Options for Re-Keying:

Rekey Rooms Wizard

Quickly key and/or re-key multiple doors at once.

[Download]

Manual Re-Key Options

For keying/re-keying a single door and for adding/removing additional cylinder/cores.

[Download]

Personnel, Departments, Key Issuance, and Outside Contacts:

Adding Personnel

Learn how to add and import your personnel records.

[Download]

Departments & Authorized Signers

Learn how to add your Departments and set up the Authorized Signers for key issuance.

[Download]

Issuing Keys, Key Rings, and the Key Audit Trail

How to issue keys to personnel, add and issue key rings, and perform the various key transactions that affect the audit trail quantities of your keys.

[Download]

Contacts, Distributors, and Manufacturers

Keep track of all of your outside contacts, with options to assign them to your distributors and manufacturers. Track the hardware products that you purchase from you distributors and that are made by your manufacturers.

[Download]

Importing Building Information:

Import Building Information

Import your new construction schedule from a SpecWorks File, or use this file to import your existing building information.

[Download]

Key Schedule Tool

This tool can be used to create a customer's order that can be imported. The file contains building information, locking door hardware, and cylinder to door assignments. The file is used after the user has already loaded key and cylinder/core records into SITEMASTER 200®.

Please read the instructions below to avoid problems and unexpected results when using the Key Schedule Tool.

[Download] [Important Instructions]

Product Links

Training Videos (Browser)

How to create Data Sets and switch between them. This feature is primarily for outside service providers, but may be used by end users for testing imports.
Learn how to turn on Password Protection, and how to set up different access rights for your users.
Use an Excel template file to import your new construction or existing building information.
Learn how to access, set up, and sort the many SITEMASTER 200® Reports that are available.
Record Information Screens are where your data is stored. Learn how to effectively lookup, sort, and search your data. Discover how you can quickly jump around the program to access the data you need without exiting and reopening multiple screens.

How to issue Keys, add and issue Key Rings, and perform various key transactions that affect the audit trail quantities of your keys.

How to add your Departments and their Authorized Signers for key issuance.
Import your Personnel or add them manually.
Add contacts such as contractors and sales reps. Track your distributors and add manufacturer information.
Learn how to import your personnel records or add them manually. Then, see how you issue keys and key rings.
Key or rekey a single door, or add another cylinder.
Key or rekey many doors at once and change other related information.
Add assets to rooms, track their values, find out who has access to an asset.
Learn how to mass-assign departments to rooms, door types to doors, and other types of data records.
Wizard for adding multiple rooms at once with options to key up the doors, add hardware, assign departments, and other information.
Learn how to add a room.
How to add your hardware products.
How to add your cross-keyed cylinders.
Quickly add your keys and cylinders by typing them in.
A wizard for loading-in system keys and cylinders.
An Excel file you can use to import your existing key system.
How to import a Factory System.
Add a new key system record in preperation of data entry for keys and cylinder/cores.
Add your Manufacturers for hardware products and key systems. Set up the important pinning information. Most Ingersoll Rand types have been preloaded.
Reduce the complexity of the program for users.
Configure the program to meet your operational and data entry requirements.
Set up important program options prior to entering your data.

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Data Importing Tools

Key/Core Loader File (Video)

A reusable file for importing your own Key System data for Keys and Cylinder/Cores.

SpecWorks Template File (Video)

A reusable file with data options for importing Building Information, Door Hardware, Keys, and Cylinder assignments.

Key Schedule Tool (Video)

A reusable file for adding building information while making the cylinder to door assignments. Key System data must already exist in the program.

Sample Personnel Import File (Video)

A sample file for importing Personnel to provide a basis for developing your own import file. Heading names are in the same field order as in the program.

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