BluB0X Reader Manager Solutions - Users Guide

User Guide (iOS)

1.1 Document Purpose

This document provides an overview of the BluB0X Reader Manager™ solution and provides information and procedures for Reader Manager Administrators and Technicians to:

• Download and install the BluB0X Reader Manager mobile app.
• Register and authenticate the BluB0X Reader Manager app on a mobile device.
• Enroll Reader Technicians and issue Authorization Keys in the BluB0X Reader Manager Portal.
• Change reader configurations for supported BluID and BluB0X readers.
• Update reader firmware for supported BluID and BluB0X readers.
• Upgrade supported BluID readers with Bluetooth Low Energy (BLE) modules.

1.2 Intended Audience

This document is intended for personnel performing the following roles:

■    Reader Manager Administrator: the Reader Manager Administrator performs the following tasks:

■    BluB0X Reader Manager Portal account management.

■    Enrolling Reader Technicians and issuing invitation codes.

■    Issuing and revoking authorization keys.

■    Reader Manager Technician: the Reader Manager Technician performs the following tasks:

■    Carrying out compatibility checks for the reader and BluB0X Reader Manager app.

■    Self-registration within the BluB0X Reader Manager app.

■    Linking the Reader Manager app to the Reader Manager Portal via an issued invitation code.

■    Performing reader configuration changes and firmware upgrades.

■    Reader configuration update testing.

1.3 BluB0X Reader Manager Solution Overview

The BluB0X Reader Manager solution streamlines the management of BLE capable readers in the field. Administrators can easily adjust certain configuration settings (for example audio/visual settings, BLE read range settings), upgrade firmware, inspect connected reader status and extend functionality on supported BluID/BluB0X readers. The main components of the BluB0X Reader Manager solution are:

■    BluB0X Reader Manager Application: Mobile app which connects, via Bluetooth, to a reader for configuration changes, firmware upgrades and reader inspections by Reader Technicians.

■    BluB0X Reader Manager Portal: Web Portal which facilitates Reader Technicians to use the BluB0X Reader Manager App with readers that have BluB0X and/or MOB keys. The portal is used by BluB0X and/or MOB key Reader Manager Administrators to issue Key Authorization to only authorized Reader Technicians.

Note: The BluB0X Reader Manager App can be used with Standard Key readers for OSDP field upgrade or audio/visual setting configuration. However, the Reader Manager Portal is not required for Standard Key readers as these do not use BluB0X and/or MOB keys.

■   BluID Bluetooth and OSDP Upgrade Kit: Plug-in module and adhesive reflector backplate kit, to be used with the BluB0X Reader Manager App to upgrade readers to support Bluetooth and/or Open Supervised Device Protocol (OSDP). For more information, see "Reader upgrade" on page 82.

1.3.1 Key Authorization

BluB0X Reader Manager uses key authorization to:

■    Securely connect and control access by the mobile app to BluID and BluB0X readers using either of two keyset types:

■    Mobile (MOB####): Issued for BluB0X Mobile Access credentials only.

■    BluB0X Elite (ICE####): Issued for BluB0X physical and/or BluB0X Mobile Access credentials.

■    Securely pair the readers and credentials to ensure only matching secure pairs will communicate with each other.

Each key is specific to the individual customer and are issued when enrolling into either the BluB0X Mobile Access or BluB0X credential programs.

Important: Access to authorization keys must be carefully controlled to ensure only authorized personnel have configuration access to readers and to prevent keys being used and loaded onto unauthorized readers.

1.4 Reader and Mobile Device Compatibility

1.4.1 Readers

The BluB0X Reader Manager solution is only compatible with BluID/BluB0X readers (with Bluetooth & OSDP module installed), BluID/BluB0X readers. While most firmware versions of BluID/BluB0X readers are compatible you will need to verify this, even if the reader is “Mobile-ready” or “Mobile-enabled”.

For details on supported firmware versions, refer to "Reader upgrade" on page 82.

1.4.2 Mobile Devices

The BluB0X Reader Manager application is compatible and available for Android and iOS mobile devices.  As more versions are added with new releases you will need to check for version compatibility at:

Requirements Link

2.1 Mobile Application Setup Overview

2.1.1 Prerequisites

Note:  The following prerequisites only apply to BluB0X or Mobile (MOB) key users:

■    A Mobile Access account is established for the organization through the BluB0X Global onboarding process. See Mobile Access setup.

■    A BluB0X Reader Manager Portal instance is available for the Organization. See Reader Manager Portal setup.

■    A Reader Manager Administrator has been setup and enabled for the Organization’s Reader Manager Portal instance.

2.1.2 BluB0X Reader Manager Setup Overview

The BluB0X Reader Manager app setup process consists of the following steps:

1.  The Reader Technician downloads and installs the BluB0X Reader Manager app onto a mobile device. See Download and install the Reader Manager app.

2.  The Reader Technician performs registration with the BluB0X Reader Manager app. See Register a new account within the app.

The following additional setup steps are required for BluB0X or Mobile (MOB) key users:

1.  The Reader Manager Administrator enrolls the Reader Technician in the BluB0X Reader Manager Portal and issues an invitation code and key authorization. See BluB0X Reader Manager Portal.

2.  The Reader Technician activates the issued invitation code in the BluB0X Reader Manager app. See

Activate the BluB0X Reader Manager app.

3.   The Reader Technician verifies key authorization has been received in the BluB0X Reader Manager app. See BluB0X Reader Manager Portal.

2.1.3 Download and Install the Reader Manager App

1.  Ensure your iOS mobile device is connected to the Internet, either via mobile data network or Wi-Fi.

2.   On your mobile device go to the App Store (for iOS devices).

3.   Search for BluB0X Reader Manager.

4.   Download and install the app on your mobile device.

2.1.4 Register a New Account within the App

1. Open the BluB0X Reader Manager app on your mobile device.

2. On the Login screen, tap the Register link.

3.  On the User Validation screen, enter your email address and tap Submit.

Note: If the entered email address is associated with an existing BluB0X Management Portal account or the email address is already registered then the following messages are displayed. Tap OK to return the Login screen and sign in with your assigned username and password. See Log into the BluB0X Reader Manager app.

4. On the License screen, read the privacy polices and license agreements and tap AGREE. Note: Tapping DISAGREE will return you to the User Validation screen.

5. Enter your registration details (optional fields are indicated) and tap Register.

6.  After receiving a Success prompt, tap OK.

7. Check your registered email account for a BluB0X Reader Manager email containing an activation link. Click the activation link in the email.

Note: The activation link has an expiry date which is indicated in the email.

8. A successful activation message will appear in a new browser. You can now log into the BluB0X Reader Manager app using the registered email address and password.

2.1.5 Log Into the BluB0X Reader Manager App

When the account registration process has been completed you can log into the BluB0X Reader Manager app using the email address and password details provided during registration.

Note: If you have forgotten your login password, tap Forgot Password?. Enter your email address and tap Reset. Your password will be reset through the management portal therefore check your registered mail account for a password reset notification email

2.1.6 Activate the BluB0X Reader Manager App

Note:  This section does not apply to Standard Key readers as these do not use BluB0X and/or MOB Keys.

Prior to activating the BluB0X Reader Manager app, the Reader Manager Administrator must enroll the Reader Technician within the BluB0X Reader Manager Portal. See Enroll a Reader Technician.

Once the Reader Manager Administrator has enrolled a Technician within the BluB0X Reader Manager portal an invitation email will be sent to the Technician’s registered email address containing an invitation code.

To activate an invitation code in the BluB0X Reader Manager app:

1.  Log into the BluB0X Reader Manager app using your registered email and password.

2.  On the Home screen, tap the Settings icon.

3.  Open the invitation email on the device and tap the invitation link. The invitation code will be automatically entered in the Reader Manager App.

Alternatively, manually enter the invitation code by tapping Enter Invitation Code on the Settings

screen.

4.  Tap Register Device.

Note:  The invitation code is a one-time use code.

An Invitation code was successfully accepted! message will display if the code was valid and entered correctly. Tap X to close.

2.1.7 Display Authorized Keys

Note: This section does not apply to Standard Key readers as these do not use BluB0X and/or MOB Keys. Authorized keys issued via the Reader Manager portal can be viewed in the Reader Manager app:

1. On the Home screen, tap the Settings icon.

2. Tap Show Authorized Keys to display authorized keys.

Note: Authorized keys are added the app memory and will only be visible after a screen refresh. If an authorized key is not displayed swipe down to refresh the screen.

2.1.8 BluB0X Reader Manager App Settings

On the Home screen, tap the Settings icon to access BluB0X Reader Manager app settings.

About BluB0X Reader Manager

On the Settings screen, tap About to display Application, Endpoint, and Device information as well as Privacy and License agreements.

My Account

On the Settings screen the MY ACCOUNT area displays user account information and provides the following options:

■    Remember Me: toggle the Remember Me option to enable the system to remember your account information.

■    Change Password: tap to access the Change Password screen. Enter a new app login password (refer to the on-screen password requirements) and tap Change Password.

■    Sign Out: tap to exit the app.

Administration Keys

On the Settings screen the ADMINISTRATION KEYS area provides the following functions:

■    Show Authorized Keys: displays a list of the issued authorized keys.

■    Enter Invitation Code: allows you to enter and activate the issued invitation code in the BluB0X Reader Manager app.

2.2 Reader Configuration

The BluB0X Reader Manager solution is only compatible with BluID/BluB0X Readers (with Bluetooth & OSDP module installed)

The process to apply configuration changes to a reader consists of the following steps:

1. The Reader Technician checks the reader firmware version and, if necessary, performs a reader firmware upgrade. See Firmware upgrade.

2. The Reader Technician creates a configuration template to simplify programming the reader. See Create a new template.

3. The Reader Technician applies the created configuration template to the reader. See Apply configuration changes.

2.2.1 Test Configuration Changes

It is important to fully test any configuration changes performed with the BluB0X Reader Manager app to ensure complete working functionality:

■    If you have upgraded to Mobile Access, test mobile credentials with the Mobile Access app to confirm communication with the reader and BLE operations perform as configured.

■    If you have loaded any mobile keys, ensure that all credentials work at the reader.

2.3 Basic App Functionality

Credential Details

1.  From the CREDENTIAL DETAILS section, tap Credentials.

Note:  For BluB0X readers, the credential profile is displayed.

2.  Select the required communication protocol option, NFC or BLE.

3.  Enable/disable the required credential types.

Note:

■    The list of displayed credential options depends on the selected credential profile.

■    For the BluID settings can only be changed if the reader was initially configured with these options when ordered.

4.  Tap Add to the template to save.

Key Details

1. From the CREDENTIAL DETAILS section, tap Keys.

2. In the KEYS section, tap Add Keys.

3.  Select an authorization key to load onto the reader (only one key can be loaded). The selected authorization key will be displayed on the screen.

Note:  For the BluID and BluB0X Reader settings can only be changed if the reader was initially configured with these options when ordered.

4.  Tap Add to the template to save.

ISO14443A UID Output Format settings

Note: For BluID and BluB0X Output Format configuration settings are only valid for certain soft charging profiles.

1.  From the READER SETTINGS section, tap ISO14443A UID Output Format.

2.  Select output format from the displayed list.

3.  Tap Add to the template to save.

Bluetooth Modes, Ranges & Power settings

1.  From the READER SETTINGS section, tap Bluetooth Modes, Ranges & Power.

2.  On the BLE Settings screen, tap in the APPLICATION BRAND field and select a listed option, or alternatively, enter a Custom Lock Service Code.

3.   Enable/disable the opening mode and, if necessary, adjust the range settings:

■    Allow Tap: Default Tap range for BluB0X is -45 dBm / default tap range for a SE reader is -40 dBm.

■    Allow Twist and Go: Default Twist and Go range is -74 dBm.

■    Allow App Specific: Default App Specific range is -74 dBm.

■    Allow Enhanced Tap: For BluB0X readers only, default ranges iOS Background: -30 dBm, iOS Foreground: -30dBm, Android : -45 dBm.

Note:  The default range setting is provided for each opening operation on the BLE Settings screen.

4.  The default Transmit Power setting (default for BluB0X reader is -0 dBm / default for a SE reader is -4 dBm) should not be exceeded unless absolutely necessary. For certain installations a higher or lower Transmit Power may be required, however, this setting should only be adjusted if the default range settings do not result in the desired read range.

5.  Tap Add to the template to save.

Note:

When connected to a BluID/BluB0X reader, the reader must be power cycled to activate updated BLE settings.

As opening ranges deviate between different mobile devices, you should always test and fine-tune settings for a specific site. The Read Range settings listed below provide a starting point for common locations:

Communication Protocol Settings

1. From the READER SETTINGS section, tap Communication Protocol.

2. Enable the required Reader to Controller communication protocol. This can be set as Wiegand or

OSDP (not both).

Note: OSDP is not applicable to BluID and BluB0X readers as these readers are Wiegand capable only.

3. If OSDP is enabled, select the spec compliance values, the operational mode (OSDP V2 only) and the OSDP Baud Rate.

Note:  In the OSDP Baud Rate section the Stop bit field and Parity field are read-only.

4. Tap Add to the template to save.

Audio & Visual settings

1.  From the READER SETTINGS section, tap Audio & Visual.

2.  From the AUDIO/VISUAL section, tap LED Idle Color.

3.  Select a color and tap Add to the template.

Note:  Idle LED Color selections for BluB0X readers are Red or Blue.

4.  Tap Credential Read LED Color.

5.  Select a color and enable/disable the BEEP RESPONSE and SEOS AV settings using the options. Tap

Add to the template to save.

Note:  Credential Read Led Color selections for BluB0X readers are Green or No Response.

Optional Settings

1.  From the READER SETTINGS section, tap Optional Settings.

2.  Enable/disable the following options as necessary:

■    Intelligent Power Management

■    Velocity checking

■    Metal Tuning. Select a listed setting (BluB0X readers only).

■    Tap Add to the Template for any changed settings.

Keypad Settings

If the KEYPAD option is enabled (BluB0X readers only):

1.  From the READER SETTINGS section, tap Keypad Settings.

2.  Select an available INPUT FORMAT and, if applicable, enter a FACILITY CODE.

3.  Select a keypad backlight color from the displayed list (BluB0X readers only).

4.  Tap Add to the Template for any changed settings.

Wallet Settings

Enabling ECP (Enhanced Contactless Polling) will allow Wallet keys to get pushed along with Mobile Access keys. The following reader configuration specifications apply:

■    Wallet settings are only applicable for MOB/ICE Readers.

■    Wallet settings are only supported in BluB0X readers running firmware Version

8.9 and above. BluB0X readers running firmware below Version 8.8 must be upgraded to firmware Version 8.9 for Wallet settings to be supported.

■    Wallet settings are supported in BluB0X readers by default for all firmware versions. If the reader configuration supports Wallet settings:

1.   From the WALLET SETTINGS section, tap ECP Configuration.

2.   Enable the ECP option. A TCI Value is automatically assigned.

3.   To force mobile access users to use MFA (Multi-Factor Authentication) when a mobile device is presented to the reader, enable the Enforce TRA option.

4.   Tap Add to the Template for any changed settings.

2.3.2 Manage Templates

Save a new template

1.  When configuration settings are selected and added to the template, tap Save Template.

2.  Tap in the TITLE area and enter a title for the template.

3.   Tap in the CATEGORY area and tap Select Category. Select an existing category from the displayed list or add a new category and select this newly created category. Tap Save Template.

Note: A category must be selected before the template can be saved.

The new template is displayed on the Templates screen with indicators for the configuration types within the template.

Share a template

Templates can be shared with other Reader Technicians to speed up the configuration of multiple readers.

1.   On the Home screen, tap the Templates icon and select a displayed template to be shared. On the

Template Details screen tap the share icon [   ].

2.  Tap the plus icon [ ] and, in the New Connection box, enter the email address of another Technician (this can be any Technician that is already registered). Tap Save.

3.  When the connection has been made, tap SHARE. A message will appear at the bottom of the screen to indicate success.

Display template details

Configuration templates shared with a Reader Technician that is logged into BluB0X Reader Manager app are displayed in the SHARED TEMPLATES area on the Home screen. Tap on a displayed shared template to view the template details.

To view the list of created templates tap the Templates icon on the BluB0X Reader Manager Home screen. Existing templates are listed on the Templates screen. Tap on a displayed template to view the template details.

Delete a template

When template details are displayed, the template can be deleted:

1. Swipe down to the bottom of the Template Details screen and tap Delete this Template.

2. Tap OK to delete the template.

2.3.3 Connect to a Reader

1.  On the BluB0X Reader Manager Home screen, tap Scan For Readers. This will scan for nearby Mobile Access® readers (i.e. readers with either the BLE Communication module installed or readers that are already “Mobile-ready” or "Mobile-enabled").

2.  Select a displayed reader from the Nearby Readers screen and, from the Select Operation menu, tap

Locate to ensure the correct reader is selected. The reader will beep for about eight seconds.

3. If you wish to name the reader for easier identification, tap Tag, enter a name (for example, the reader location), and tap Save.

Note:  The tagged reader name is only visible on your mobile device.

4. Tap Inspect. The reader is now connected and reader information is displayed on the Inspection Report screen, see Reader inspection report.

2.3.4 Reader Inspection Report

The Inspection Report screen displays configuration details for a connected reader and allows you to carry out the following:

■    View reader Firmware Information and, if necessary, perform a reader Firmware Upgrade. See

Firmware upgrade.

■    Tap Detailed Configuration to access detailed reader settings, modify settings and directly apply them to the reader. See View detailed reader configuration.

■    Configure the reader:

■    Tap Apply Template to select and apply template configuration settings to the reader. See

Apply Configuration Changes.

Note: Before applying a template, inspect the reader with the Reader Manager app to determine available configuration settings. Only include valid configurations in the template definition.

■    Tap Change Reader Name to assign a name to the reader. See Change reader name. Note: Only iCLASS SE/multiCLASS SE readers support the assignment of a reader name.

■    Tap Share with BluB0X Technical Support if you experience an issue while using the application. You will be provided with contact details for BluB0X Support and an incident number for BluB0X Support to be able to look up limited information regarding the affected reader. For additional information, see Contact BluB0X Technical Support.

2.3.5 Firmware Upgrade

When connected to a reader, if a newer version of firmware is available, you will be notified about the update in the FIRMWARE UPGRADE section on the Inspection Report screen. If the firmware is already at the latest release or the currently loaded firmware is not supported then the Upgrade Firmware option will not be available.

Note: Other than to resolve a specific issue, it is recommended that optional firmware upgrades are not implemented.

If a firmware upgrade is necessary, tap Upgrade Firmware to begin the firmware update process.

Note: Do not change devices if the firmware upgrade process has started. If any phase of the process is interrupted then restart the process and the upgrade will automatically resume when the connection to the device is restored. If the firmware upgrade operation fails, for example, “SNMP Authentication Failed”, refer to Troubleshooting for a possible description of the cause for the failure.

2.3.6 View Detailed Reader Configuration

When connected to a reader, on the Inspection Report screen, tap Detailed Configuration to view and access detailed reader configuration settings.

Note: If the reader is a Standard enabled reader or a BluB0X reader you will be prompted to power cycle the reader. For ICE/MOB enabled readers no reader power cycle is required.

From the Inspection Report screen you can make configuration changes and either save the changes to a template or apply them directly to the reader.

Credential details

The CREDENTIAL DETAILS section provides options to view the reader profile (for BluB0X reader only), enable/disable credential settings and view/add authorization keys:

■    Credentials: see Credential details.

■    Keys: see Key details.

Reader Settings

In the READER SETTINGS section the following can be configured:

■    ISO14443A UID Output Format: see ISO14443A UID Output Format settings.

■    Bluetooth Modes, Ranges & Power: see Bluetooth Modes, Ranges & Power settings.

■    Communication Protocol: see Communication Protocol settings.

■    Audio & Visual: see Audio & Visual settings.

■    Optional Settings: see Optional Settings.

■    Keypad Settings: see Keypad Settings.

■    Wallet Settings: see Wallet Settings.

Save as template

Any changed configuration settings are indicated with a  blue circle. To save changed configuration settings to a template, tap Save as Template, enter a template Title and Category and tap Save Template. To apply template settings, see Apply configuration changes.

Apply Selected Items

Any changed configuration settings are indicated with a blue circle. To apply changed configuration changes directly to the connected reader, tap Apply Selected Items.

Note: If the reader is a Standard enabled reader you will be prompted to power cycle the reader. For ICE/MOB enabled readers no reader power cycle is required.

2.3.7 Apply Configuration Changes

When viewing a reader Inspection Report:

1. Tap Apply Template.

2.  Select a listed template from the Templates screen. From the Select Operation menu, tap Apply.

Note: If the reader is a Standard enabled reader or a BluB0X reader you will be prompted to power cycle the reader. For ICE/MOB enabled readers no reader power cycle is required.

Note: If the operation to apply configuration changes fails, for example, “SNMP Authentication Failed”, refer to Troubleshooting for a possible description of the cause for the failure.

2.3.8 Change Reader Name

On the Inspection Report screen, the reader name can be changed. When changing a reader name with Change Reader Name, the reader’s name, for example, “BluB0X reader”, is changed to a custom name. This custom reader name is visible from within any other Technician’s Reader Manager app.

Note:  Only BluID and BluB0X readers support the assignment of a reader name.

1. Tap Change Reader Name.

2. Enter a new reader name.

3. Tap Apply.

3.1  Mobile Access Setup

A Mobile Access account is established for an organization through a BluB0X Global onboarding process. Once an account is created the Organization can order and purchase subscription user licenses or Mobile IDs through your Access Control Provider. During this process, BluB0X Global will set up an instance of the BluB0X Management Portal for the Organization and create the personalization specification for Mobile IDs and Mobile-Enabled readers.

Automated onboarding is an online self-registration process where an Organization can setup up an account for the BluB0X Management Portal. Automated onboarding provides instant onboarding for new customers and it simplifies the ordering process. To setup a BluB0X Management Portal account via the automated onboarding process go to the following site and follow the online steps:

User Onboarding

Once an account has been created and the organization has been setup in the system, organization administrators have access to the Mobile Identities Portal and the Reader Manager Portal.

3.1.1 Reader Manager Portal Setup

The Reader Manager Portal allows administrators to enroll and manage Reader Technicians, issue and revoke authorization keys, carry out Reader Manager Portal administration.

■    For organizational accounts setup up on the BluB0X Management Portal, access to the Reader Manager Portal is available by default.

■    For organizational accounts setup up on the legacy Secure Identity Services (SIS) Portal, adding or removing the BluB0X Reader Manager Portal for a company must be completed by BluB0X Global. Follow the process detailed in the BluB0X Mobile Access Portal – BluB0X Reader Manager Portal Change Form, available from:

3.2 Access the BluB0X Reader Manager Portal

The BluB0X Reader Manager Portal is a hosted service available to registered Reader Manager Administrators.

3.2.1 Access the BluB0X Reader Manager Portal (BluB0X SIS Portal)

To access the Reader Manager Portal:

1. Log into the BluB0X Secure Identity Services SIS Portal as Organization Admin.

Note:  This is the same login page and login credentials used for the Mobile Access Portal.

2. Select the BluB0X Reader Manager link on the main BluB0X Secure Identity Services Portal page.

3.  Click YES to be redirected to your organizations' instance of the BluB0X Reader Manager Portal.

4. Login as Reader Manager Administrator using the User name and Password setup in the BluB0X Secure Identity Services Portal.

Note: If this is the initial login as Reader Manager Administrator you will be asked to read and accept the BluB0X Reader Manager Terms of Service. Click Continue.

The Reader Manager Administrator can now perform Reader Technician enrollment and authorization key issuance tasks in the BluB0X Reader Manager Portal.

3.2.2 Access the BluB0X Reader Manager Portal (BluB0X™ Management Portal)

To access the BluB0X Reader Manager Portal:

1. Log into the BluB0X Management Portal as Organization Admin.

2. Select Reader Manager on the Dashboard page.

3. Click CONTINUE to be redirected to your organizations instance of the BluB0X Reader Manager Portal.

4. Login as Reader Manager Administrator using the User name and Password setup in the BluB0X Management Portal.

Note: If this is the initial login as Reader Manager Administrator you will be asked to read and accept the BluB0X Reader Manager Terms of Service. Click Continue.

The Reader Manager Administrator can now perform Reader Technician enrollment and authorization key issuance tasks in the BluB0X Reader Manager Portal.

3.3 Enroll a Reader Technician

As a prerequisite to enrolling a Reader Technician, the Reader Technician must have installed and registered the BluB0X™ App on their mobile device, see Download and install the Reader Manager app and Register a new account within the app.

To enroll a Reader Technician in the BluB0X Reader Manager Portal:

1.  Scroll to the Reader Technicians section on the Keys and Reader Technicians page.

2.  Select the enroll technician icon [].

3.  Enter the Name, Email address, and Company of the new Reader Technician on the Enroll Reader Technician page.

4.  In the Invitation & Key Authorization section keep the default option:

■    Send only invitation to the Reader Technician. Key Authorization(s) will need to be issued later.

5.  Click Enroll.

The newly enrolled Reader Technician is listed in the Reader Technicians section on the Keys and Reader Technicians page.

The enrolled Reader Technician will receive a Reader Manager invitation email in their registered email inbox containing an invitation code for activating the BluB0X Reader Manager app. See Activate the BluB0X Reader Manager app. When the Reader Manager app is activated the administrator can issue key authorization. See Issue authorization keys.

3.3.1 Edit Reader Technician Information

To edit enrolled Reader Technician information:

1. Scroll to the Reader Technicians section on the Keys and Reader Technicians page.

2.  Select a displayed Reader Technician entry and click on the associated View Detail icon [ ] to access the Reader Technician Detail page.

3. Click EDIT in the Reader Technician Information section.

4.  Edit Reader Technician Information and click SAVE.

On the Keys and Reader Technicians page the updated Reader Technician information appears in the

Reader Technicians list.

Note: If the Reader Technician uses the edited email address to log into the Reader Manager app then the mobile device must be registered again and all the authorization keys must be re-issued.

3.3.2 Delete an Enrolled Reader Technician

To delete an enrolled Reader Technician:

1. Scroll to the Reader Technicians section on the Keys and Reader Technicians page.

2. Select a displayed Reader Technician entry and click on the associated View Detail icon [ ] to access the Reader Technician Detail page.

3. Scroll to the bottom of the Reader Technician Detail page and click DELETE READER TECHNICIAN.

4. Enter a Reason for deletion (optional) and click YES to delete the selected Reader Technician.

Note: Any key authorizations issued to the Reader technician will immediately have revocation attempted. If the mobile device is not reachable (for example, turned off or out of range), the system will periodically retry the delete operation.

When the Delete Threshold time (see Configure Delete Threshold), has elapsed the system automatically completes the delete operation and places the key authorization in a revoked state.

The deleted Reader Technician appears in the list of Deleted Reader Technicians.

3.4 Authorization Keys

BluB0X Reader Manager uses authorization keys to securely connect and control access by the mobile app. To issue authorization keys in the BluB0X Reader Manager Portal:

1. Scroll to the Reader Technicians section on the Keys and Reader Technicians page.

2. Select a displayed Reader Technician entry and click on the associated View Detail icon [ ] to access the Reader Technician Detail page.

3. Scroll to the Mobile Devices section and click AUTHORIZE ADDITIONAL KEYS.

4. On the Authorize Additional Keys page select a key reference from the Key drop-down menu.

5.  As an option set an authorization validity period.

Note: If the validity period for authorization is not set the default period is five years.

6. Click SAVE.

The status of the authorization key will change to Issuing Key.

7.  Check with the Reader Technician that the authorization key has been issued to the Reader Manager app. See Display authorized keys.

8.  Refresh the Reader Technician Detail page and verify that the key status is changed to Key authorized.

3.4.1 Edit Authorization Key Information

To edit authorization key information:

1. Click the edit icon [   ] associated with a displayed BluB0X Global Key on the Keys and Reader Technicians page.

2. Edit the authorization key information as required and click SAVE.

3.4.2 Revoke (delete) an Authorization Key

1. Scroll to the Reader Technicians section on the Keys and Reader Technicians page.

2. Select a displayed Reader Technician entry and click on the associated View Detail icon [ ] to access the Reader Technician Detail page.

3.  Scroll to the Mobile Devices section. For the authorization key to revoke, click Revoke Key Authorization.

4.  Click YES to revoke the selected key authorization from the BluB0X Reader Manager.

Note: Any key authorizations issued to the Reader technician will immediately have revocation attempted. If the mobile device is not reachable (for example, turned off or out of range), the system will periodically retry the delete operation.

When the Delete Threshold time (see Configure Delete Threshold), has elapsed the system automatically completes the delete operation and places the key authorization in a revoked state.

The authorization key status will change to Revoking Key.

5.  Check with the Reader Technician that the authorization key has been revoked in the BluB0X Reader Manager app.

6.   Refresh the Reader Technician Detail page and verify that the revoked key has been moved to the

Revoked / Expired Keys tab.

3.5 Configure BluB0X Reader Manager Portal Settings

To access BluB0X Reader Manager Portal settings click the Settings icon [         ] on the Keys and Reader Technicians page.

3.5.1 Export Reader Technician Record Settings

In the Export Settings section, the options selected will determine the information fields included when Reader Technician records are exported.

Once the selections have been made, click SAVE to implement.

3.5.2 Invitation Email Settings

Select VIEW / EDIT INVITATION EMAIL TEMPLATE in the Invitation Email Settings section to access settings that allow you to edit the invitation email template.

Once template edits have been made, click SAVE to implement.

3.5.3 Configure Delete Threshold

In the Configure Delete Threshold section set the Delete threshold period to determine when the system automatically completes a delete operation on an Authorization Key.

Note: When a change is made to the Delete threshold value, it does not apply to any keys revoked prior to the setting change.

Once the delete threshold period has been set, click SAVE to implement.

3.6 Add Additional Reader Manager Admin

3.6.1 Add Reader Manager Admin (BluB0X SIS Portal)

When adding a Reader Manager Admin for an Organization, the Organization Administrator must login to the BluB0X SIS Portal and add the Administrators under the Administration tab.

1. Log into the Portal as Organization Admin.

2. Select the Administration tab.

3. Select Users and Contacts.

4. In the User Console section click Add.

5.  In the Add/Edit User section, enter the administrator details and enable the RM Administrator option.

6.  Click Save & Exit and log out of the SIS Portal.

7.  The newly created RM Administrator should check their email inbox for a mail containing a username, a temporary password, and an SIS Portal landing page link. Click the Here link in the email to be directed to the SIS Portal landing page.

8.  Log into the SIS Portal using the login details contained in the email. You are re-directed to the Create New Password page.

9.  On the Create New Password page, create a new password (refer to the on-screen password requirements). If required, opt for additional login security. Accept the Privacy Statement Agreement and click OK to log out of the SIS Portal.

10.  The RM Administrator can now log back into the SIS Portal using their new password and select the BluB0X Reader Manager link to be redirected to BluB0X Reader Manager. For detailed information, see Access the BluB0X Reader Manager Portal (BluB0X SIS Portal).

3.6.2 Add Reader Manager Admin (BluB0X™ Management Portal)

When adding a Reader Manager Admin for an Organization, the Organization Administrator must login to the BluB0X Management Portal and add the Administrators under the Administration tab.

1.  Log into the Portal as Organization Admin.

2.  Select the menu icon [  ] on the Dashboard screen, then select Organization Administration.

3.  In the Administrative Users section, click ADD ADMIN USER.

4.   Enter User Information and in the Service/Role table enable the RM Administrator role. Click Save.

5.   You will be notified that a new administrative user has been added. Click Logout to exit the Portal.

6.   The newly created Reader Manager Administrator should check their email inbox for an email containing a username, a temporary password, and a Portal landing page link. Click the Here link in the email to be directed to the Portal Set Up Account page.

7.  On the Set Up Account page, create a new password (refer to the on-screen password requirements). If required, opt for additional login security. Accept the Privacy Statement Agreement and click SAVE to log out of the Portal.

8.  The RM Administrator can now log back into the BluB0X Management Portal using their new password and select the Reader Manager option to be redirected to BluB0X Reader Manager. For detailed information, see Access the BluB0X Reader Manager Portal (BluB0X™ Management Portal).

3.7 Edit existing Admin Services and Roles

3.7.1 Edit Admin Services and Roles (BluB0X SIS Portal)

1.  Log into the BluB0X SIS Portal as Organization Admin.

2.  Select the Administration tab.

3.  Select Users and Contacts.

4.  In the User Console section click on the edit icon [     ] associated with a listed user.

5.  In the Add/Edit User section, enable the RM Administrator option.

6.  Click Save & Exit and log out of the portal.

7.  The RM Administrator can now log back into the SIS Portal and select the BluB0X Reader Manager link to be redirected to BluB0X Reader Manager. For detailed information, see Access the BluB0X Reader Manager Portal (BluB0X SIS Portal).

3.7.2 Edit Admin Services and Roles (BluB0X™ Management Portal)

1.  Log into the BluB0X Management Portal as Organization Admin.

2.  Select the menu icon [  ] on the Dashboard screen, then select Organization Administration.

3.  In the Administrative Users section, click on the edit icon [     ] associated with a listed user.

4.   In the Service/Role table enable the RM Administrator option.

5.   Click Save and log out of the portal.

6.  The RM Administrator can now log back into the BluB0X Management Portal and select the Reader Manager option to be redirected to BluB0X Reader Manager. For detailed information, see Access the BluB0X Reader Manager Portal (BluB0X™ Management Portal).

4.1 Reader Manager App Messages

4.1.1  Error and warning messages

4.1.2 Information Messages

4.1.3 Validation Messages

4.2 Contact BluB0X Technical Support

When using the Reader Manager app, if any issues are experienced with a reader, for example, Locate reader, Inspect reader, View Detailed Inspection Report, Configure reader, Upgrade firmware, an Incident Id can be generated.

1.   The Inspection Report screen, tap Share with BluB0X Technical Support.

2.   Take a note of the displayed Incident Id number and contact BluB0X Technical Support.

A.1  Supported firmware versions for update

A.1.1  BluB0X Readers (RevE SP1 - 8.9.1.3)

*Support for R8.4.0.6, R8.4.1.0, R8.4.2.0, and R8.5.0.9 Standard readers does not enforce the power cycle requirement, however, as they require the 8.6.0.4 version of module they indirectly require power cycle.

A.1.2 BluB0X Readers (9.0.0.17)

A.1.3 BluB0X Reader (10.0.1.3)

A.2  BluID/BluB0X Reader Upgrade

A.2.1  BluID/BluB0X Bluetooth & OSDP Upgrade kits

BluID and BluB0X Bluetooth & OSDP upgrade kits allow BluID and BluB0X readers, that do not already have Bluetooth/OSDP capability, to be upgraded to support these technologies.

If your BluID and BluB0X reader does not already have Bluetooth/OSDP capability you will need to upgrade the reader using one of the following upgrade kits. Depending on the reader model the following upgrade kits are available:

Note: The above iCLASS SE Bluetooth & OSDP upgrade kits can only be used for upgrading BluID/BluB0X readers.

A.2.2 BluID/BluB0X Bluetooth & OSDP Upgrade Kit Instructions

1.  Disconnect power to the reader.

2.   Remove the reader from the reader backplate.

3.    On the back of the reader remove the electrical tape covering the module expansion slot.

Note: If the reader has a module already installed, remove this as it will be replaced with the module from the BluID/BluB0X Bluetooth & OSDP upgrade kit.

4.   Insert the upgrade module into the expansion slot. Take care not to touch the expansion slot with anything apart from the module as this could remove the colorless anti-corrosive compound.

5.   Remove the reader backplate from the wall.

6.    With paper backing still intact, align the metallic sticker from the upgrade kit with the reader backplate to ensure correct orientation.

7.     Remove paper backing from metallic sticker and carefully adhere the sticker to the inside of the reader backplane.

Note: The metallic sticker has cutouts to allow reader wiring to remain intact during installation.

8.    Re-install the reader backplate to the wall.

9.     Re-install the reader onto the reader backplate. Ensure the reader wiring is correct, refer to the reader installation guide.

Note:  Different conductors are used for Wiegand vs OSDP communication.

A.2.3 Configure Reader in BluB0X Reader Manager

If the reader is ready to be configured, use the following procedure to configure the reader to support Bluetooth for BluB0X Mobile Access and/or OSDP controller communication.

Note: This procedure assumes the Reader Technician has setup the BluB0X Reader Manager app on a mobile device and the Reader Manager Administrator has enrolled the Reader Technician and issued key authorization in the BluB0X Reader Manager Portal. See Mobile application setup overview.

1.   Log into the BluB0X Reader Manager app.

2.    Connect the BluB0x Reader Manager app to the reader. See Connect to a reader.

3.    In the BluB0X Reader Manager app inspect the reader configuration and, if indicated, upgrade the reader firmware. See Reader inspection report.

4.     To configure the reader to support Bluetooth for BluB0X Mobile Access and/or OSDP controller communication, on the Inspection Report screen tap Detailed Configuration.

5.    In the CREDENTIAL DETAILS section, tap Credentials.

6.     In the BluB0X MOBILE ACCESS section, enable the BLE option.

Identify BluB0X Reader Models

B.1 Physically Inspect Reader

The following provides a number of ways you can identify the reader product model through physical inspection of the reader:

1. Check the size of the reader to identify the reader as a BluID/BluB0X model. BluID/BluB0X readers and BluB0X™ readers are available in different form factors for various installation environments, however, the BluID/BluB0X reader is only available in the mini-mullion form factor, 1.9" x 4.1" x 0.9" (4.8 cm x 10.3 cm x 2.3 cm).

2.   Once the reader model is identified check the reader front product labeling:

■   BluID/BluB0X readers have a blue BluB0X label

■   BluID/BluB0X reader only has the blue BluB0X label.

■   BluB0X readers have blue BluB0X labels.

BluID/BluB0X

B.2 Check the Product Labeling

The BluB0X reader model is printed on the product labeling. The product label is located on:

■    The original box packaging in which the reader was supplied.

■    The back of the reader.

Note: If the reader is already installed, the reader will have to be removed from it’s housing to access the product label.

B.3 Check the Reader Firmware Version with Reader Manager

1.  Connect the Reader Manager app to a reader and inspect the reader configuration, see Connect to a reader.

2.  In the FIRMWARE INFORMATION section check the displayed Loaded Release version number:

■    If the Loaded Release version number is 8.x.x.x, then the reader is a BluID/BluB0X connected reader.

■    If the Loaded Release version number is 9.x.x.x, then the reader is a BluID/BluB0X connected reader.

■    If the Loaded Release version number is 10.x.x.x, then the reader is a BluB0X™ reader.

BluID/BluB0X

Appendix Glossary

C.1 Glossary

Revision History