USER GUIDE

Non-StorLogix Desktop Site – Cloud Install:

With the latest updates, Operators and Installers no longer need to install StorLogix Desktop before StorLogix Cloud. You can now configure a site directly in the cloud. The following steps detail this configuration process.

Enter the login credentials you were provided from PTI:

• Click Login, and then read and agree to the Terms of Service:

• After signing in be sure to be in Single-Site To be sure, click on the Navigation Menu in the top left and check the Site Selector row. It will either say Single-Site or Multi-Site.

• If the site is in Multi-Site mode click the arrow and then select the specific site you wish to configure. Then click Submit.

• Once you have ensured you’re in Single-Site mode you will want to fill out the Company Info.
  • Click Operations > Company Info > Edit.

• Fill out all 4 tabs in Company Info being sure to click Submit after each correctly filled out tab.
  • On the final tab, Device Settings, the SiteKey, SiteCode, and Protocol will be pre-populated and should not be edited.
  • Fill out the last 2 fields, Property Management System, and Serial Number, which is the Cloud Adapter serial # found on the label (Red Arrow below).

• Now it’s a good time to connect the facility’s Property Management Software to StorLogix Cloud.
  • There are 2 ways to connect a PMS to StorLogix Cloud.
    • API integration or the BridgeApp
  • There are currently 9 Cloud to Cloud API Integrations complete (List Below)
    • CubeSmart’s HIVE
    • Domico Cloud
    • DoorSwap
    • Hummingbird
    • Open Unit
    • Self-Storage Manager (SSM 2.0)
    • Syrasoft
    • Yardi Breeze
    • Yardi Centershift
• If your PMS is anyone of these, use the {SiteCode} credentials and the SiteCode and SiteKey that were provided by PTI, and enter them into your PMS Gate Integration page. If you encounter issues with setting up the cloud-to-cloud integration, contact the PMS’ tech support for help.
• If you’re not using one of the PMS groups listed above, then utilize our BridgeApp.
  • See the BridgeApp instructions below to complete the connection. These instructions can be found in the BridgeApp Installation section of this User Guide.
• Finish completing setup in the PMS, and once all Users and Units are added in the Property Management Software, perform a full Gate Update to StorLogix Cloud.
  • Again, if you encounter issues here, please reach out to the PMS tech support team to assist setup.
• If you plan to set up Units manually through StorLogix Cloud, then go to Users & Access > Units > Add Units.
  • This will allow you to create up to 100 units at a time.

• Be sure to set the starting number, and the number of sequential units you’d like to add at once.
  • After assigning to an Access Area, then hit Submit.

• If your Property Management Software company is not yet integrated into the PTI API, then the BridgeApp will be required. The StorLogix Cloud BridgeApp is a service that’s primary purpose is to process property management software flat files. The BridgeApp serves as an integration or “Bridge” between your property management software and StorLogix Cloud. It’s important to note that the BridgeApp should be installed on the PC or server that also houses your property management client. This does not have to be at the actual site itself, although that usually is the case. If your preferred management software already has a cloud integration with StorLogix Cloud, then the BridgeApp is unnecessary and can be removed from your PC or server. A PTI Support Technician can help with the BridgeApp installation if needed, although all the instructions to install are listed below.
  • To install the BridgeApp, click the link provided below. Then, click Next to complete the installation:
    • https://support.ptisecurity.com/files/updates/software/SLCBridgeApp/BridgeApp_Web.exe

• After the installation is complete, open the new desktop shortcut called SLCBridgeClient.

• When the Bridge App opens for the first time, you will need to configure it to your specific site. To do so, click Add Site as shown below.

• You should now see the configuration table appear.

• Now, you will need to add the requested information that’s listed below:
  • SiteName – Type in the Site Name listed in StorLogix Cloud.
  • SiteKey – The 10-digit alpha-numeric value is case sensitive and is located in StorLogix Cloud and can be found (in Single Site Mode) clicking Operations > Company Info > Device Settings > SiteKey.

• SiteCode – is a 5 to 6-digit number that identifies your specific site, and can be found under Setup > Falcon XT > SiteCode
• SiteUserName – Any new Operator Name
• SitePassword – *******

• The 5 checkboxes in the middle of the BridgeApp configuration table refer to the unique formats different property management software companies use to list the information in the flat file.
  • Check all that apply.
• FileFormatType – The 2 standard file formats used in this process are DAT and UPDATE.DAT.
  • Enter the one that applies.
• PMSDataFilePath – Specify the location of the flat file.
• Click Add and then Save to complete the configuration.
• Now select the Main tab to view the status of the BridgeApp.

• It’s important to note that the user can Exit the Bridge App, and the service will continue to run in the background.

• The next step in configuration is to setup Devices which include Access Points, and other peripherals.
  • Click Setup > Devices.

• Click a row to edit a Device or select Add Device if you need to set one up from scratch.
  • If you have connected all the hardware, you will likely see the Devices self-discovered in the table.
• Fill out the required fields indicated by * then click Next.

• Now, select the relay to fire for a Granted Access Then repeat the action for a Denied Access event (This is OPTIONAL).

• Next, are 2 optional sections that include Operating Mode Settings, Alarm Zone Settings, and Extended Door Controls.
  • NOTE: If you intend to make an Access Point (keypad or reader) authorized to use EasyCode, make sure the Allow Use With EasyCode is checked before submitting.

• Finally, select an input for a Request To Exit button if it applies (This step is OPTIONAL). Then hit Submit.

• If you intend on controlling access to floors with PTI’s Relay Board / Elevator Controls, then perform the following steps. If this is NOT the case, then skip to Step 11
  • Click Setup > Devices > Add Device or click the row if you see the specific Access Point already in the list.
  • Fill out the required fields including to be sure to select the Access Point from the device type list that will be controlling the elevator.

• Under Function Mode, select Elevator and then the building that will house the elevator. Then click Submit or Next.

• Go all the way to the last required step and finally, click Submit.

• Next add Holidays found in Operations > Holidays > Add Holiday. This is an OPTIONAL step.
  • Click Submit once complete or skip altogether.

• After filling out the Holidays go to Schedules and create at least one Schedule before moving to the next section.
  • Click Operations > Schedules > Add Schedule
  • Two Schedules will already exist (24 Hours and Access Hours), and you can edit them by clicking on the Schedule
  • You will see a configuration window appear. Here you can adjust the name, hour of the day, and day of the week to meet the needs of your specific operation. Click Edit to make changes.

• Use the dropdowns to adjust the days of the week. Click the Start Time and End Time fields to drag the hour hand on the clock to the intended times.

• Finally, to add another unique time to the Schedule, click the Add Time Hit Submit to save the Schedule.

• Next go to Facilities > Buildings > Add Buildings and set up the buildings that will be on the property. If you are using a Relay Board / Elevator Controls to control access to different floors, then this step is required. Otherwise, you can skip this step.

• Fill out the required fields, Name and Floors (see screenshot), and then click Submit.

• Now it is time to configure the Elevators. Again, this is only for sites that will use Elevator Controls.
  • Click Facilities > Elevators > Add Elevator.

• Provide the Elevator a Name then click Next.

• Select the Building from the drop down. Then set the lowest floor (in this case 1), and the highest floor (in this case 3). NOTE: the lowest and highest floor should detail the lowest and highest floors you plan to use the for Elevator Controls. Then click Next.

• Next, select the relays that will control each floor.
  • First select the Floor from the list. Then the Relay.
    • After the assignment is correct, then click Add Relay

• After matching all floors to the needed relays, click Submit.

• Next you will need to setup Access Areas.
  • Click Users & Access > Access Areas > Add Area (or edit an existing).

• To edit an Access Area, click on the row.
• The Edit Area window will appear and will be organized into four tabs named Details, Entry Devices, Exit Devices, and Units.

• In the Details tab, you can edit the name and provide a description.
• Additionally, if this Access Area is inside a specific Building, select the Building.
• If the Access Area is on a specific floor of a building, select the Floor.
• If the Access Area has a lighting area within it, select the Lighting Area from the list.
  • Lighting Areas must already be set up if you are using this function.
• The Maximum # of Users in Area can be set to control how many users can be in an area simultaneously. This is a high security function and will usually be set to Unlimited – 0.
• You can type any number limit in the field that you desire.
• Add Entry Devices, Exit Devices, and Units. Then press

• Next complete the setup of Access Levels.
  • Access Levels is a combination of Access Areas and Schedules.
  • To view Access Levels:
    • Select Users & Access > Access Level.

• You can edit an Access Level back clicking the row.
  • The Edit Level configuration window will appear.

• Under the Details tab you can provide a name and associate the Access Level with the appropriate interface Time Zone.
  • The Interface Time Zone is a number assigned in the property management software representing a set of hours. This transfers to StorLogix Cloud as the Access Level you want the User to contain. Select a time zone number as you rent a unit to the customer.
  • Next, select the Access Area and Schedule you want to combine to create this Access Level.
    • You can even add more than one of each if necessary.
    • Click Submit.

Multi-Site Hierarchy:

• Once the Multi-Site Hierarchy is displayed, the Operator will be able to select or unselect a single site or multiple sites with a single click. Yellow highlighted sites indicate the site selection. To commit a selection, click Submit.

Once the Multi-Site Hierarchy is displayed, the Operator will be able to select or unselect a single site or multiple sites with a single click. Yellow highlighted sites indicate the site selection. To commit a selection, click Submit.

Multi-Site

Single-Site

The single-site view allows for selecting sections like Setup, EasyCode, Facilities, and DoorBoss. It is risky to allow these sections to be selectable when viewing multiple sites’ worth of data at a time. For example, to gain access to the Setup section, select a single site first.

Site Hierarchy:

• After cloud installation, you will notice all your sites listed on the left-hand side of the page under the Default node.

• To quickly manage your organization, we recommend creating Districts or Regions to place each of your sites. You will need to create a new node in the hierarchy to do this.
  • Place your cursor over the top node called All. You will notice the Cross and Edit symbols will appear. Click the cross symbol

• The new node will now appear at the bottom of your list of sites.
• Give your District / Region a name that matches your organizational structure and click Save.

• You’ll now see your newly created level in your hierarchy listed.
• Repeat this process for each one of your Districts / Regions.
• If you need to subdivide each District, you can hover over the new node with your cursor and select the Cross symbol again.
  • After clicking Save, you’ll now have another level within the hierarchy.

• Now that your Districts / Regions are created, you can drag each site from the Default node into its proper place within the newly created hierarchy.
  • To do this, click and hold the name of the site, drag it to the District / Region it belongs with, and let go ON TOP OF THE NAME.
  • The following message will appear.

• The popup message is a safeguard to ensure you want to keep the Operators assigned to that site or start from scratch.
  • Most of the time, you will want to keep the Operators, and in that case, click Yes.
• Select each of your sites one by one and repeat this process until your organizational structure is complete.

Operators:

• Then, click Add Operator.

• Add the new Operator’s Login Name, Security Level, and Password. If the Operator is interested in receiving Browser Notifications for onsite activity, then be sure to click the Enable Notifications On All Sites checkbox in the bottom left. Next, hit Next.

• On step 2 of Operator creation, enter the Operator’s contact information; First, Middle (Optional), and Last name. Then enter the Display Name, Email, and Mobile Number. Then, click Next.

• You’re now on the Site Assignment page. If your organization has more than one site, click the Yellow Add symbol to expand the Site Hierarchy.

• This is where you assign an Operator to a site. In other words, you are selecting which sites this new Operator will have access to. Click the sites that apply and notice they highlight in a yellow glow like the three shown below.

• You will also notice that a Details window appears to the right, containing an Access Level dropdown and a Code field. If you want to grant the new Operator physical access in addition to software access, then select an Access Level and add a Code. Do this for all sites the new Operator needs physical access. Then scroll down the page and hit Submit.

Security Levels:

• To view or edit the permissions in a Security Level, click row.

• A configuration window will open and will detail multiple permissions. Click Edit. Unchecking a box will prevent any Operator assigned to that Security Level from viewing or controlling that specific feature.

• After making an adjustment to a Security Level, click Submit.

Holidays:

• Click Add Holiday and create the holidays your organization observes.

• Each Accessway is a relay that an installer has selected to be manually controllable. Therefore, to the left of each Accessway name, you’ll notice two numbers in parenthesis. These indicate the Device Address and Relay number that is controllable.

• To control an Accessway, check the box to the left, then use any of the four buttons in the top right.

Event Log:

• You will notice that the Event Log defaults to displaying Operational Events.
  • Select the dropdown on the left side to change the type of events you’d like displayed.

• You can search by name and date to find a specific event. When selecting a timeframe, be sure to click Set below the calendar.

• An Operator can also search a specific column for keywords or names by selecting the column in the dropdown on the right and using the Search By field to complete the search.

• There are several buttons for clearing and silencing alarms and even an option to Export the Event Log data that have been queried. Just click the Export button on the top right.

Access Tester:

• You will notice that all StorLogix Cloud Users are listed on the left-hand side of the page.

• To test a User’s access, click on one of the names.
  • The radio button will light up yellow to the left of the name, indicating that the User has been selected.
  • You should also notice that the user’s most recent access history appears to the right.

• Also, you should see the User’s Access Code appear under the Code Click the eyeball to the right to view the code.

• Finally, select the Device you would like to test the code on by clicking the dropdown.

• Then, click Run Test.

• If the test is successful, you will see a success message. If the device you are testing is connected to a gate, you will also see the gate open (if it’s not being held closed).

Users:

• In Single-Site mode, clicking on the User’s row will open up the Edit Users window.
  • IMPORTANT: You will not be able to view a User’s access code in this Window. That is found under the Codes/Cards tab and is explained later.

•  To Add a User manually (not through your property management software integration), click the Add User button.

• This will display the Add Users Fill out the required fields to complete the action.
  • Be sure to check the Authorized to use EasyCode checkbox if you would like them to have that access.

• Click Next to select an Access Level and create a code.

• If using a physical Card, toggle the switch to the right and select an available card from the drop-down. Be sure to Add Card before clicking Next.

• If the User will use an Access Code to enter the site, keep the toggle to the left.
  • Then enter a numeric code in the Code field. Be sure to click Add Code before clicking Next.

• The last step is adding optional additional information.
  • Once complete, hit Submit.

• The new User will now be added to the User list.

Codes & Cards:

• You will land on a page with Access Codes and Cards displayed in rows.

• To search for a code assigned to a User, type the User’s name in the Search Field.
  • The record should appear with the User’s name and Access Code listed.

• Because this is a cloud solution, it’s important to think about hiding this Access Code column for some employees. It may not be wise to display a page with every User and their associated Access Codes.
  • As a StorLogix Cloud Administrator, you can elect to hide numbers in this column if it’s not necessary for a specific level of management.
  • To do this, select Operations > Security Levels tab.
  • Click the Security Level you want to adjust and go to the Users & Access tab in the Edit Level window.

• Unchecking this box and clicking Submit will prevent any Operator assigned to this Security Level from seeing the numbers in the Access Codes column on the Codes/Cards tab.
• Below is an example of when the Codes are hidden

• The Access Code column is still visible, but the numbers are blocked out with asterisks.
  • The Operator can still view a single code at a time by clicking the Access Code row and then clicking Edit, then the eyeball in the Edit window.

Units:

• You will see all your units listed in the table. You can scroll to the bottom of the page and click the Arrow symbol to switch to the next set of units, or you can search by unit Name or Assigned To.
• Searching by Assigned To is the quickest and easiest way to locate a tenant’s (User’s) Unit.

• To add a unit manually through StorLogix Cloud rather than through your property management software, click Add Unit.

• A configuration window will appear where you will enter a Name for the unit and even provide a unit Description if applicable.
• Be sure to assign it to the appropriate Access Level and Lighting Area.
• The additional fields and settings apply to units with door alarms. If this unit utilizes door alarms, you will need to address the additional information.

Access Areas:

• To edit an Access Area, click on the row.
  • The Edit Area window will appear and be organized into four tabs named Details, Entry Devices, Exit Devices, and Units.
    • In the Details tab, you can edit the name and provide a description.
    • Additionally, if this Access Area is inside a specific Building, select the Building.
      1. Buildings must already be set up in the Buildings tab under the Facilities section.
    • If the Access Area is on a specific floor of a building, select the Floor.
      1. Buildings must already be set up in the Buildings tab under the Facilities section.
    • If the Access Area has a lighting area within it, select the Lighting Area from the list.
      1. Lighting Areas must already be set up if you are using this function.
• •  

• The Maximum # of Users in Area can be set to control how many users can be in an area simultaneously. This is a high-security function and will usually be set to Unlimited – 0.
  • You can type any number limit in the field that you desire. 
• Rearm Wait Time: (H:M) is how long the system will wait after the last user has logged out of the area to turn out the lights and rearm alarms (if you are using lighting areas and Alarm Inputs to the area).
• There are two options for shutting down access to the area.
  • Suspend All Access into This Area prevents all access into the area but allows anyone inside the area to exit.
  • Lock Down All Access Into and Out of This Area prevents anyone from using a keypad or card reader to enter or exit the area. This only works if exit is granted through a keypad or card reader.
• The next tab is called Entry Devices. This is where you will assign Devices that will enter this Access Area.
  • Select from the list on the left.
• The third tab is called Exit Devices. Here you will select the Devices that exit this Access Area.
  • Select from the list on the left.
• The last tab is called Units. Just like before, select the Units that are in this Access Area.
• Click Submit to save your changes.

Controller:

• Here you will land on the Controller Details.
• •  

• Alarms, Reporting, and Anit-Passback settings round out this section.

Inputs:

• StorLogix Cloud is a smart system that dynamically lists the type and number of inputs and relay depending on the device specification.
  • To Edit an Input, click on a row listed.
• •  

• Swinger Shutdown
  • Rollup doors sometimes shake with traffic vibration or wind due to poor installation, settling of the building, or broken tracks. If the shaking becomes excessive, it can cause the door alarm to sound by moving the magnet too far from the door switch. If this happens often on certain doors, swinger shutdown can be used to remedy the problem. To use the Swinger Shutdown function for a specific switch, click to place a checkmark in the Enabled for this Input box. Set a Swinger Time Period: (min) and a Swinger Count. This is how many door alarms it takes to activate the Swinger Shutdown during a set time. A swinger count of 3 – 5 in 1 to 2 minutes will eliminate most issues.
• Advanced Options
  • Sounds Alarm: When checked, the Input will alert the software when an alarm condition occurs.
  • Input Enabled: When checked, the Input will be active.
  • Ignore On-Site Activity: When checked the door switch will report only one ‘door open’ event when a user is logged into the site and will not report any other activity until after they have logged off the site.
  • Active in the OPEN state (Invert Logic): This can be used if the incorrect switch type was installed (normally closed instead of normally open). Place a checkmark in this box to fix the problem without having to purchase a new switch.
• Click Submit to save changes.

Relays:

• StorLogix Cloud is a smart system that dynamically lists the type and number of inputs and relay depending on the device specification. If devices have already been added to the RS-485 network, you will see the correct number and name of each Relay listed here.
• •  

• The Details are explained below:
  • Name
  • Hold Open During Time Schedule is used to trigger the relay during a specific time schedule. This could be used by a site that wants the gate to remain open during business hours or to hold lights on at night.
  • Enter the Activate Time (h:m:s). This is the time in hours:minutes:seconds that the relay will hold when triggered. Generally, relays controlling gates should be set for 2 seconds as the gate operator then takes over the speed of the gate opening and the time that it remains open. Door strike relays are usually held for 7 – 10 seconds or longer to allow the customer time to open the door manually after entering their code. Automatic door openers and doors that are distant from the keypad may require longer settings.
  • Check the “Allow Manual Trigger in Open Accessways” to remotely open or close doors and gates on the property. These will show up in the Accessways section (Tools > Accessways) if the relay is checked.
  • Turn OFF to Activate (Invert Logic) is used to reverse the relay operation. This can be used if the relay was incorrectly wired backward and is opening the gate when it should be closing. Place a checkmark in this box to fix the problem without having to rewire the relay.
  • The Relay Enabled box is checked by default. If the checkmark is removed from this box, then the relay will not function at all.
  • Physical or Virtual: Physical relays are the existing relays in Devices. Virtual Relays are on/off or yes/no actions in the software that allow certain legacy LogixScript functions to work.
  • Repeat Action when Triggered. This is used to cause the relay trigger to be repeated. This could be used to make a light blink, to make a buzzer sound several times, etc. Number of times to repeat: Set this number for how many times the relay will trigger after the initial instance. Off time between repeats (S): This is the number of seconds/tenths of seconds between each of the repeating instances.

Multiplexers:

• Create a New Input-Unit Connection(s)
  • To create a link between an input and a unit, select the ‘Assign Inputs’ button.
•  

• Then, select the ‘New Input-Unit Connection’ button.

• Use the ‘Units’ drop-down menu to select the units fitted with door sensor hardware. Then, select the number of connections to create per unit and select ‘submit’.

• Once connections are created, you’ll need to define the device address and input number associated with your unit. Remember, you’ll need to select submit for changes to be saved.

• Delete Existing Input-Unit Connection(s)
  • To remove an input-unit connection, simply find the desired connection(s) using the ‘filters’ function.

• Then, select the appropriate unit, devices, and/or inputs in the filters menu:

• Then, select the checkbox on the top-left. This will select all the connections that fit the filter criteria defined in the previous step.
  • Note: As an alternative, you may also select the individual connection.

• Lastly, select the delete button to finalize your changes.

• Edit Existing Input-Unit Connection
  • To edit an existing input unit connection, left-click on the connection entry:
    • Hint: Use filters to find the connection.

• Select the ‘edit’ button.

• Make any change to your device or input designated in the selected connection and select to submit to save your changes.