Installation and Configuration Manual

Otis – Symmetry
Integration
Installation and Configuration

Symmetry Custom
Solutions
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Section 1 Overview
The Symmetry – Otis Integration allows Otis elevator access using Symmetry access control and
hardware. The complete solution consists of a Windows Service running on the Symmetry
database server that monitors various type of requests, and generates Otis elevator commands,
and a Configuration and Administration interface that allows you to specify the properties and
behaviour of the integration.

1.1 Terms
 DEC - Destination Entry Computer is the Otis touch screen or keypad that the user
interacts with. Equates to Symmetry readers.
 DET - Destination Entry Terminals is the Otis touch screen or keypad that the user
interacts with. DET and DEC are used interchangeably.
 DEAS – Destination Entry Server is the OTIS controller. It is equivalent to Symmetry
Nodes.

1.2 Operational Summary

Cards may be presented to OTIS DECs or DETs, or to Symmetry readers. The access decision
(including any special features allowed) will be made by the Symmetry system and relayed back
to the OTIS system. Card access is logged in Symmetry.

Access to floors is given to Symmetry card holders via floor group definitions, including time
code, holiday and advanced access rights. Multiple definitions can be given to a card holder and
the sum of floor access will be sent to Otis.

Scheduling information may be controlled by Symmetry or by OTIS Schedules, selectable by a

configuration setting. If Symmetry scheduling is enabled, operators may also use the Symmetry
command center, or Symmetry triggers, to control access.

OTIS device status (DEC/DEAS offline/online) is also monitored and reported in Symmetry.

The administrative application supports

 Definition of the DEAS names and IP Addresses (primary and backup servers) and
timeout value. It also contains a link to OTIS Scheduling window.
 DEC/DET definitions (name and IP Address).
 OTIS Special Feature mapping to Symmetry personal data fields,
 System settings. Includes card format selection, default facility code, report floor selection
(yes/no), report update period, enable/disable of Symmetry scheduling, and logging level
specification.
 Mapping definitions between Symmetry element and Otis elevator DECs and floors.

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Section 2 User's Guide

The configuration/administration interface is run to set the properties and behaviour of the system. It must
be run before the Windows service is run, and whenever properties need to be changed. It can also be
used to access the OTIS scheduling interface.

2.1 Before you start

The configuration interface interacts with Symmetry objects, which must be set up before the configuration
can be completed. You should have the following items configured in Symmetry:
1. Card Formats for the cards that will be used (if custom formats will be used).
2. Facility (customer) codes for cards that will be used.
3. Personal Data field titles for default floor and optionally Disabled, VIP, Vertigo, Split Group
Operation, Vertigo 2, Service Car, CIM Override flag indicators. The PDF titles must be List
Only with value lists created. See chapter 2.8 Configuring OTIS Special Features.
4. Symmetry floor groups. Floor groups require associated readers.
5. If using Symmetry control of modes and schedules, create virtual readers with auxiliary outputs,
floor group, and schedules. See chapter 2.6 and 2.7 (Mapping Symmetry Floor Groups to
OTIS...).

2.2 Licensing the software

The license form will be displayed automatically upon Administration utility startup, as needed.

If the system does not have a current valid license, the

license maintenance window will be displayed. The
system must be licensed for the administrator to run.
To receive an activation code, provide the System
Hardware Key displayed in the license registration
window, along with application name (Symmetry Otis
Access Integration Administrator) and contact
information for the site to Symmetry Professional
Services ([email protected]) and we will
provide you with an activation code.

Enter the Activation Code and press Save. All letters

must be in upper-case, and you must be running with
Administrative privileges for the code to be Valid. The Administrative privilege is required to store the code
in the Windows registry. Press Close when complete.

In rare cases, the license maintenance window may pop up sometime in the future, with the indication that
the license has become invalid. This can occur due to perceived changes in hardware, including network
addresses and disk drives. If this become a problem, contact Symmetry Professional Services. Some
applications can create virtual networks dynamically, for example. Professional services can provide a
work-around that can be added to the registry to limit the hardware components used for licensing
purposes.

If the license is valid, the application will attempt to connect to the Symmetry database. If it is unable to
find the Symmetry database, it will ask you to tell it where the database resides.

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Use the connection wizard (the '...' button) to specify connection string components (database address,
connection information). When complete, press the 'test' button to confirm that the connection string is
valid. Press the OK button to save the connection information.

Note: The application will attempt to write the connection information to configuration files read by both the
Configuration Manager and the Windows service. Depending on your PC configuration, login account and
the running state of the service, the configuration manager may ask you to manually copy some files.

Exit and restart the Configuration Manager to pick up the updated connection definitions.

The Configuration form will be displayed.

2.3 Configuring DEAS Definitions

Define the OTIS Destination Entry Application Server(s) (DEAS) by selecting the DEAS Definition tab of
the Otis Integration Configuration Form.

To add a DEAS, start with a blank form (press Clear if necessary). Create a name and enter in the ‘DEAS
Name:’ field. Type in the primary IP address for that DEAS. If a backup DEAS will be used, check the
‘Backup DEAS IP’ checkbox and add the backup’s IP address. If online/offline events associated with this
DEAS should be reported to Symmetry using Monitor Points (requires Symmetry 8.1 or greater), select a
Monitor Point from the dropdown list of previously defined Symmetry monitor points. Click the Add button.
The new DEAS will be displayed below in the DEAS definitions grid.
To Update DEAS information, double click the DEAS to be updated in the DEAS definitions grid. The ‘Add’
button will be changed to
‘Update’. Make changes as
desired and press Update.

To Remove a DEAS
definition, highlight the
DEAS to be removed in the
DEAS definitions grid and
click the ‘Remove’ button.
If there are any DECs
linked to the DEAS, a
notification will inform the
user that the DEAS can’t be
removed until the DECs are
removed.

The Connect button can be used to access the selected DEAS Otis native scheduler. Due to compatibility
issues between the OTIS scheduler and Windows Internet Explorer, the scheduling interface may not be
displayed properly. It is recommended to Contract OTIS support to have them enter your schedules, or use
Symmetry scheduling by checking the Symmetry Control of DEC Mode and Schedules box on the
System Setting tab. Symmetry scheduling uses Symmetry floor group schedules to control one or more
OTIS DECs. Refer to Sections 2.6, 2.7 and 4 of this manual for more information.

The Timeout value determines how long the Symmetry Interface will wait for a response from the DEAS. If
the integration service doesn’t receive a response from either the primary or backup DEAS within this
number of seconds, a DEAS Offline message will be sent to Symmetry. To update, enter a new value in
the textbox and press the Update Timeout Period button.

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2.4 Configuring DEC Definitions

To configure Destination Entry Computer (DEC) and Destination Entry Terminal (DET) definitions, select
the DEC Definitions tab of
the ‘Otis Integration
Configuration Form’.

To create a new DEC

definition:
 Select the DEAS that
the DECs will report to from
the top drop down box.
 Enter a DEC Name.
If using Symmetry readers for
elevator access, it is
recommended the name used
here be an exact match to the
Symmetry reader name. The
software will indicate a match
to a Symmetry reader by
displaying a button labelled Map To Symmetry Reader. Pressing the button will select the reader
in the Map to Reader field.
 Enter the IP address for the DEC.
 Optionally select a Symmetry reader in the Map To Reader field. Mapping to a reader allows
Symmetry Reader events to be displayed for DEC events (Symmetry 8.1 or above). It also allows
Symmetry readers whose name is not an exact match to the DEC name to be used.
 Press the Add button to save the definition. The new DEC is shown in the grid.

If Symmetry scheduling is being used, you can set the elevator mode by appending the text MD<#> to the
DEC name to indicate mode as follows:

 MD1 - Mode 1 – Seamless Entry: Automatically select the 'default' floor, as specified in
Symmetry's cardholder personal data field (as defined on the Special Features page).
 MD2 - Mode 2: Requires credentials for access. If the credentials are accepted, the user may
select any floor they have access to (as defined by the floor groups assigned to the cardholder
and current DEC schedule).
 MD 3 - Mode 3 (default): Allows the user to enter a floor on the elevator terminal. If the floor is
not publically accessible, the terminal will ask for user credentials (access card). This is the
default if the dec name does not end in MD#.
 MD4 - Mode 4: The user must present credentials for elevator access. The terminal will allow
the user to select a floor, but if none is specified within a period of time, the elevator will
assume the 'default' floor, as specified in the cardholders personal data field in the Symmetry
database.

To update an existing DEC, double click the DEC from below and make the changes to the data populated
above. Click the Update button to save the changes.

To remove a DEC, select the DEC from the grid and click the Remove button.

Press the Clear button to clear the current selection.

2.5 Mapping Symmetry Floor Groups to OTIS floors for Access

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The Floor Group Access Map page configures the floors accessible to cards assigned the corresponding
floor group. In Symmetry,
the floor group must be
defined, but does not need to
have any data associated
with it. It simply serves as a
place holder, to allow card
access to the floors defined
on this page. Select the
Floor Group Access Map
tab to add/view/change floor
group to OTIS floor
associations.

The mapping defined on this

page has no affect on
Symmetry Schedules,
Command Center or Trigger
operations.

To create or edit a floor

group to elevator floors definition:

 Select the floor group from the ‘Symmetry Floor Group’ drop down list at the top of the form. The
floor groups in the list are pulled from Symmetry. Select a floor group to see the existing mapping.
 Specify the DECs to which the floor group applies. Select one or more DECs from the ‘All DECs
List:’ and press the '>>' button. The DEC name is copied to the 'Assigned' list. To remove a DEC,
select the DEC(s) in the Assigned list, and press the '<<' button.
 Specify the floors that are given free access when this floor group is assigned to a cardholder.
Click the ‘>’ or ‘<’ buttons located between the ‘Available Floors:’ and ‘Floors Assigned:’ list boxes,
to move a selected floor into or out of the floors assigned. Click ‘>>’ or ‘<<’ to move all floors into
or out of the floors assigned. Use the upper set of buttons to enable 'front' doors, the lower set of
buttons to enable 'rear' doors.
 Click the ‘Save Mapping’ button to save the definition.

2.6 Mapping Symmetry Floor Groups to OTIS floor for Schedules,

Triggers and Command Center
The definitions on this page are only used when the option Symmetry Control of DEC Mode and
Schedules is checked on the System Settings tab.

To use Symmetry scheduling and control of elevators, first create Symmetry virtual reader definitions
(including an auxiliary outputs for each floor), and floor group(s) within Symmetry (see Section 4 of this
manual). Create schedules using these floor groups and auxiliary outputs in Symmetry. Map the auxiliary
outputs to Otis floors using the Floor Group AUX Output Map page.

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The number of virtual

readers and floor
groups depends on
the level of control
required. At a
minimum, at least 1
virtual reader, with
auxiliary outputs for
every floor served,
grouped into a single
floor group is
required.

The mapping defined

on this page has no
affect on cardholder
access.

The right side of the

screen displays a
tree with the current DEAS – DEC – Floor Group - Auxiliary Output definitions. Note that the tree uses the
Floor Group Schedule Map page information to associate floor groups to DECs. If you have not yet
defined floor group scheduled mapping, the tree will be incomplete. Use the tree for reference.

Select a floor group from the dropdown, or by clicking on the floor group (bold text) in the reference tree.
The list of associated auxiliary outputs is displayed. Enter the floor (-127 to 128) and side (F for front or R
for rear) in the respective columns. Changes are written to the database as they are made.

Changes may not be immediately propagated to the reference tree. Press Refresh to update the tree to
include any changes made to floor mapping or made in Symmetry since the tree was first displayed.

2.7 Mapping Symmetry floor groups to OTIS DECs for Schedules,

Triggers and Command Center
The definitions on this page are only used when the option Symmetry Control of DEC Mode and
Schedules is checked on the System Settings tab.

When Symmetry scheduling is used, a floor group (and its associated schedule, trigger and command
center operations) may be applied to one or more OTIS DECs.

For example, if floors that become 'public' at specific times of day are 'public' from all DEC kiosks in the
building, the floor group used in the Symmetry schedule would apply to all OTIS DECs. All items on the
Apply to DEC list would be checked.

In other cases, a company occupying multiple floors may want their floors to be 'public' only to users
already on one of the company floors, in which case the corresponding floor group would only be assigned
to that company's DECs.

The mapping defined on this page has no affect on cardholder access.

Select the Floor Group Schedule Map tab to assign Symmetry floor groups to OTIS DECs.

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The window on the

right side of this page
lists all the floor
groups that are
assigned to at least 1
OTIS DEC. Expand
the floor group to see
the DECs it is
assigned to. This
tree can be used for
reference.

Select the floor group

from the Symmetry
Floor Group drop-
down list. Use floor
groups that are
associated with fully
defined virtual
readers (as defined
in section 2.6 and
Chapter 4). This
mapping is only used for Symmetry schedules, triggers and Command Center operations. The floor group
may also be selected from the floor group tree by selecting any highlighted (bold) line.

Select the OTIS DECs to apply this floor group by placing a check in front of the DEC name in the Apply to
DEC list. Press Check All or Clear All buttons to check or clear all DECs. Press the Save button when
complete.

2.8 Configure OTIS Special Features

Symmetry Personal Data fields can be used to allow specified cardholders special privileges.

Before defining which PDFs are associated with given special features, the Personal Data must be defined
in Symmetry. In the Symmetry software, select Setup/Personal Data/Card Holder Titles. Define a
Personal Data Card Holder Title for each special feature to be used for card holders. The ‘Field Type’
should be set as ‘List Only’.
The Default Floor PDF is
mandatory. All other options are
optional, and may be omitted from
PDF Title definition if the feature will
never be used.

For each personal Data Card Holder

Title defined, create an options list
using the Setup/Personal
Data/Card Holder Data function,
selecting the personal data title from
the dropdown, and pressing New.
For Default Floor create an option
for each floor number. For other
special features, create options of ‘YES’ and 'NO', that will be selectable when defining the Symmetry card
holders.

In the ‘Symmetry Otis Access Integration’ application, click the ‘Special Features' tab.

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For each desired special feature, select the

Symmetry personal data field that defines whether a
card holder may select the feature. Default floor is
required. All others may be left at the default value
of Do Not Use if desired. Click Save to save the
updates.

Refer to OTIS documentation to determine the

behaviour associated with each special feature
option.

2.9 System Settings

The properties of the Integration service can be set on the System Settings page. Select the System
Settings tab of the Otis Integration Configuration Form.

Floor Select Reporting: Select

Enabled to have OTIS audit
reports (floor selection messages)
saved to the Symmetry transaction
logs.

Card Format: Select the same

‘Card Format’ as selected in the
Symmetry software for the reader
definitions. This is required for
decoding the card strings from the
Otis DEC card presentations.

Default Facility Code: Enter the

facility code that should be if no
company/facility code is specified
in the card format definition.

Local IP Address: Enter the IP address that the Otis interface should answer to. The address must be an
address on the machine running the service.

Local IP Address 2: Performs the same function as the first IP Address. A separate heartbeat thread
listens for OTIS heartbeat messages on this address in addition to the first IP address.

Symmetry Control of DEC Mode and Schedules: Check this box to enable Symmetry control of
schedules and operating modes. If checked, the elevator mode is determined by the DEC name, and the
free/secure state of each floor is determined by Symmetry schedules (or as overridden by Command
Center actions or triggers).

Use Symmetry Readers for Access: Check this box to have Symmetry readers at the Kiosks. Uncheck if
cards are to be presented to OTIS readers. When OTIS readers are used, Symmetry 8.1 or greater will
generate standard Symmetry 'access granted' events. The integration software is unable to distinguish
whether these events came from a Symmetry reader, which should be forwarded to Otis, or from an OTIS

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reader. This setting allows the integration software to determine the original of access events, and behave
accordingly.

Verbose Logging: Check this box to include additional information in the log files. Uncheck during normal
production operations.

Press Save to save the setting changes. With the exception of the Verbose setting, the service must be
restarted to pick up new settings. The interface will ask if you want it to re-start the service.

2.10 Basic Troubleshooting

At the bottom of the Otis Integration Configuration form, a ‘View Log File’ section exists. The log files
record any errors encountered during operation.

Click the refresh button in the bottom left corner to populate the drop down list with log files.

Select a log file and click View Log File to open the file and review any errors that have occurred with
either the service or the application.

Select a log file and click Delete File to delete the file. A new one will be created the next time a log event
occurs.

2.11 Understanding the 'SMS OTIS Integration Service' (SOIS)

SOIS is responsible for all communications with the OTIS system. If it isn’t started, the OTIS system won’t
see that a security system is online and all OTIS DECs will function in a non-secure mode.

Note: If using a firewall, certain UDP Sockets must be open. Contact Symmetry Professional
Services to get a list of required open sockets.

The service runs in multiple threads, each responsible for different functions.

 From the OTIS DEAS: Process heartbeat, access credentials and security messages. The SOIS
looks for a heartbeat from all defined DEASs. If there are no heartbeats (primary or backup server)
within the defined timeout period, it creates an offline message in Symmetry. Access credentials
received are matched to Symmetry credentials, and the access rights (floor group & time code) are
used to determine the valid floors, default floor and special features to be returned to the
appropriate OTIS DEC.
 From Symmetry: Card access events are monitored. If an access grant is found from a reader
whose name matches a DEC name, then the corresponding DEC is sent the valid and default floor
and special feature information derived from that card. If Symmetry is controlling schedules, then
scheduled events and operator events (command center operations) are also monitored and
processed.
 From the OTIS DEC: Processes acknowledgements of data received (if not acknowledged, the
message is resent up to 3 times). Receives 'floor selected' messages for logging into Symmetry
transaction history table.
 Heartbeat: The SMS Otis integration service sends a continuous heartbeat to a multicast address.

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When settings are changed in the ‘Otis Integration Configuration Form’ that are only loaded into the service
during start up, the service will be restarted automatically. Running the application as an Administrator
gives you this ability.

The service account must have permissions to query the multiMAX database, write to the multiMAXImport
database, and be a SysAdmin to the multiMAXProServices database.

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Section 3 OTIS Scheduling

This section does not apply if you are using Symmetry scheduling. Using OTIS scheduling from this
interface is no longer recommended due to browser compatibility issues that prevent the OTIS
scheduler from being properly formatted in the display window.

This section reviews user-configuration scheduling options available from the Otis-Symmetry interface.
Scheduling allows you to define how the elevators behave (whether access cards are required to select a
particular floor) on specified days and times. For example, you can program the elevator to allow anyone
to access a specified floor during business hours, but require access cards to be presented during non-
hours.

Note that Otis engineers have many more options than available from the Interface software. If you need
additional functionality, or have other issues, contact Otis Elevator.

3.1 Overview
The following step-by-step procedure should be followed to schedule the Otis Elevator access behaviour.

3.2 The Plan

The first step in setting up elevator scheduling is the plan. Otis elevator scheduling involves specifying
what floors are publicly accessible at each time of the day. In the case of a multi-tenant building, you may
have the times each company allows access to their floor. You need to take the company-specific view (or
views) and make that building specific.

For example, we use a 2 tenant building containing company A and company B. Company A, who
nd
occupies the 2 floor, allows anyone to access their floor Monday – Friday from 8 a.m. to 5 p.m..
rd
Company B occupies the 3 floor, and allows free access Monday – Friday from 6 a.m. to 6 p.m.. At all
nd rd st
other times, access to the 2 and 3 floor is allowed via an authorized card only. The Lobby (1 floor) is
always publically accessible.

The example needs to be specified in terms of accessible floors during time periods as follows:
Time Floor publically available
12 a.m. – 6 a.m. All days 1
6 a.m. – 8 a.m. Mon - Fri 1, 3
8 a.m. – 5 p.m. Mon - Fri 1, 2, 3
5 p.m. – 6 p.m. Mon - Fri 1, 3
6 p.m. – 12 a.m. All days 1

3.3 Starting the Scheduler

To start the Otis scheduler from the Otis Integration Configuration manager application, select the DEAS
from the definition by double-clicking on its address. Then press the Connect button next to the IP
address.

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A browser window will be opened and populated with the Scheduler window.

The scheduling window contains a column for Standard Day, which is applied to all days of the week, and
columns for each day of the week. Data entered into the individual day columns will override the Standard
Day definition.

3.4 Scheduling – Creating Schemes

To begin, you need to create Schemes, that may be applied to individual time periods. A scheme defines
the overall elevator behaviour, and the floors that allow anyone to access them. Press the Manage
Security Schemes button to show, create or edit schemes.

The currently defined security schemes are displayed.

Initially there may be no schemes defined. Press the
Create New button.

Give this scheme a name that will identify it on the Compass Device Schedule window. The name must be
at least 5 characters.

Assign a Mode, which defines how the user credentials (access card) is used for elevator access.

Mode 0 - Unconfigured/Secured: All users have access to all floors. No credentials required.

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Mode 1 – Seamless Entry: Automatically select the 'default' floor, as specified in Symmetry's
cardholder personal data field (see Symmetry Otis Integration Operation guide).
Mode 2: Requires credentials for access. If the credentials are accepted, the user may select any
floor they have access to (as defined in Symmetry cardholder record and the Symmetry Otis
Integration Configuration).
Mode 3: Allows the user to enter a floor on the elevator terminal. If the floor is not publically
accessible, the terminal will ask for user credentials (access card).
Mode 4: The user must present credentials for elevator access. The terminal will allow the user to
select a floor, but if none is specified within a period of time, the elevator will assume the 'default'
floor, as specified in the cardholders personal data field in the Symmetry database.

Check the box labelled Audit Support to allow elevator access to be recorded in the Symmetry events
database.

Uncheck the box labelled Pin Support.

Select any value for Tone (if editing a pre-existing scheme, leave the value unchanged).

The Allowed Floors box is used to specify which floors have public access during the period this scheme
is applied (exceptions to the specified mode). Place a check next to each floor that should have public
access during time periods when this scheme is allowed.

Press Save when the scheme definition is complete. Use the 'X' button

3.5 Scheduling – Assigning Scheme to Times & Days

Define the elevator terminal behaviour at given times. Note that there may be multiple configurations with
the same result.

We assign a scheme to a time period from the from the Compass Device Scheduling Window. Position the
cursor on the block on the grid where the period should start, and click.

The Timeslot Details window is displayed. This window will display all the 'fixtures' (elevator terminals)
defined for the elevator.

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Give this timeslot details item a name (the name will show on the schedule grid). Using the slider beneath
the name, adjust the start and end times. The body of the details window will contain a definition for each
Fixture (elevator terminal) defined.

Click on the 'lock' icon. The

displayed window lets you assign a
scheme to this fixture. The window
will display all the schemes you
defined previously.

Select the scheme to be applied

during this period, and press Select.
The Timeslot details page will be redisplayed with the name of the
assigned schema now shown next to the lock icon.

It is not recommended to make any changes from the 'Hardware' or 'Template' options. Doing so may
make your elevator terminals unusable (for example, you may select to format the display to a size that
doesn't actually fix in the display you are using).

In most cases, you will want the same scheme to apply to all fixtures. Press
the +Apply button next to the newly assigned time period scheme. The
Apply Settings to ... window will be displayed.

Select each fixture you want the scheme applied to (or press the Select All
button to check all fixtures). Press the Apply button. The Timeslot Details
window will be re-displayed, this time with the scheme name next to the lock
icon on all the selected fixtures.

Press the Save button on the Timeslot Details page to implement the
timeslot scheme mappings.

To copy a slot from one day to another, position the cursor on top of the timeslot in the Compass Device
Scheduling window, and click to edit.

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Press the Copy key and select the destination day from the window.

3.6 Creating Holiday Schedules

You can create Special Day schedules by pressing the button from the
Compass Device Scheduling window.

Press the Create New button.

Enter the name for this 'special day'. The name must be at least 5
characters.

Enter the dates the special schedule should start and end.

Press the Save button.

The new Special Day will be displayed on the Special Day Config
Schedule window. Select the special day by positioning the cursor on
the name a clicking. You can now assign a mode to the hours in the
same way you assigned a mode to normal time slots (see section 2.5).

The Special Day Config Schedule will display the name with its timeslot schedule.

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Section 4 Symmetry Scheduling

To enable Symmetry control of schedules, ensure the option Symmetry Control of DEC Mode and
Schedules on the System Settings tab is checked.

In order to allow Symmetry to create and manage schedules for the Otis elevators, you must define 'virtual'
nodes, panels, readers and auxiliary outputs in the same way you would if Symmetry hardware was
controlling an elevator. The difference in this case is that the panels are never enabled, and that a single
Symmetry reader definition can be applied to multiple OTIS kiosks (DECs).

4.1 Define the virtual chain

Define the chain that will hold all the elevator
nodes. The details are not important, since the
chain will never actually be used by Symmetry.

4.2 Define virtual elevator nodes

Define a virtual node. Create the node as
type 'Elevator Node'. Do not enable the
node (uncheck Enable Node checkbox).

For operational simplicity and clarity, you

may wish to create a node/reader definition
for each elevator bank.

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4.3 Define Virtual Readers

Create a virtual reader
definition. The reader name
should be suffixed with the
operational mode (see section
2.4 Configuring DEC
Definitions).

Note: Virtual readers used for

Scheduling normally should
not be named the same as the
DECs they support. This
varies from actual readers
used for destination dispatch,
which must be named the
same as the DECs they are
related to.

4.4 Define Auxiliary Outputs

Define an aux output for each floor that will
be serviced by any DEC(s) that will use this
reader & auxiliary output definitions.

Note: Auxiliary output name must be

different than any floor group name for the
OTIS interface software to distinguish
between the two.

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4.5 Create Floor Groups

Create floor groups that can
be assigned to cardholders
to allow access to sets of
floors. Create floor groups
that can be assigned to a
Schedule to support
Symmetry scheduling,
triggers and command
center operations.

Note: Floor group name

must be different than
Auxiliary Output names.

4.6 Symmetry Scheduling

Schedules may be set up in
Symmetry to control when a floor
is secured (requires a card to
access the floor) or free (public
accessible).

Holidays and advanced access

rights are also supported.

Check Forced Action By Server

on the Options tab for any
schedules created for the OTIS
floor groups.

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4.7 Override the schedule

Use Symmetry Command Center to override the schedule to a floor group or individual auxiliary output
(floor).

4.8 Map Outputs to Floors & DECs

Using the OTIS Configuration Manager, specify the Otis floor associated with each auxiliary output.

Note: To enable Symmetry control of schedules, ensure the option Symmetry Control of DEC Mode and
Schedules on the System Settings tab is checked.

Using the OTIS Configuration Manager, specify the DECs that will be affected when a schedule, trigger or
Command Center operation references the floor group. Normally, the floor group schedule will be sent to
ALL DECs, and all DECs will be checked on this page.

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Check/uncheck a DEC if it should not respond to access requests in the same way as other DECs. For
example, you might have a single DEC at the lobby desk that allows the attendant to grant access to any
floor, potentially overriding a user's assigned access rights. In this case, a separate floor group would be
created and assigned to a schedule that has free access to all floors at all times. This schedule would be
assigned to just this one DEC (the lobby desk DEC would be checked on this page, and all others
unchecked).

4.9 Determining the current status of a floor

The Otis Access Monitor is available as a stand-alone application. It is not included as part of the
configuration and service installation.

Use the Otis Access Monitor to view the status of each floor of a selected DEC. Note that the display
reflects the last access map sent to the OTIS system. Offline DECs generally revert to 'free' access.

Start the Otis Access Monitor using the Start menu item or desktop icon.

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Expand the tree in the window on the left side, and select the DEC you want to view.

The floor grid displays the free/secure status of each floor to a user at the selected DEC. In the illustration
above, a user at DEC named 'dec 1.2 MD3' would be able to select floors 0, 1, 2, 4, 5, 6 and 7 (in addition
to any floors authorized by the individual's card access rights).

Use the Setup area to change display properties.

 Display Floors minimum and maximum boxes can be used to remove unused floors from the
display.
 Front and Rear radio buttons determine whether the display shows front or rear elevator doors.
 Polling Interval determines how often the monitor checks for display updates. You can update at
any time by pressing the Refresh button.
 Database connection string is used to run the monitor from a location other than the Symmetry
server. Use the ... button to bring up the connection string wizard, which allows you to specify the
location of the Symmetry database server. The status box next to the connection string must
display OK to get an accurate floor status display.

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Section 5 Installation
5.1 System Requirements
 Symmetry Enterprise V7.0.1 (or greater) Standard Edition
 Microsoft SQL 2008 or greater
 Microsoft .NET 4.0 Framework
 Windows 2008 or greater.

The installation must be run from an account with privileges to create new databases in SQL Server.
Current versions of Windows does not grant this privilege to users in the Windows administrator group. If
the MultimaxProServices database cannot be created, a popup window will inform you during the
installation, but the installation itself will not fail. Database creation may also be performed by the
Configuration Utility. If database creation fails during installation, just be sure to run the
Configuration utility from a account with full sysadmin rights to SQL Server before starting the Otis
Interface Windows service.

5.2 Installation Procedure

1. Install and verify proper function of the components listed for the server under System
Requirements.
2. Install ‘Symmetry Otis Access Integration Setup.msi’ on the Symmetry database server by running
the ‘setup.exe’ file that comes with ‘Symmetry Otis Access Integration Setup.msi’.
a. Login to windows as ‘Administrator’ making sure the account has rights to create
databases in SQL.
b. Open ‘setup.exe’
c. In the Welcome to the Symmetry Otis Access Integration Setup Wizard’ screen, click the
‘Next>’ button.
d. In ‘Select Installation Folder’, browse to the location for the installation files to reside and
click the ‘Next>’ button.
e. In ‘Confirm Installation’, click the ‘Next>’ button. If prompted by UAC to allow the program
from to make changes to the computer, click ‘Yes’.
f. In ‘Installation Complete’, click ‘Close’ to complete the installation.

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