Installation Guide for Proxess models including: CX-Series Wireless Cylindrical Lock, CX-Series, Wireless Cylindrical Lock, Cylindrical Lock, Lock

Ariel Nolte

CX-SERIES - Proxess

CX-SERIES INSTALLATION MANUAL To learn more: visit www.proxess.com or call (303) 317-6656 With EZ Connect

INSTALLATION MANUAL


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CX-Series-3-0-Installation-Manual-May-15-2023
CX-SERIES With EZ Connect INSTALLATION MANUAL
To learn more: visit www.proxess.com or call (303) 317-6656

CX-SERIES INSTALLATION INSTRUCTIONS

A. CHECKLIST (4 AA Batteries Included)

FOR DOOR AND FRAME PREPARATION INSTRUCTIONS, SEE APPENDIX A OR GO TO PROXESS.COM

Parts List: Each Proxess CX-Series lockset includes · Door Preparation Template · Cylindrical Lever Lockset with Installation Instructions · Exterior lock assembly (include housing, lever and cylinder drive unit) 1. Keys 2. Removeable Core 3. Exterior Lever 4. Exterior housing (includes plastics and light pipes) 5. Exterior Rose 6. Chassis plate 7. Chassis 8. Through Bolt Posts 9. Exterior Backplate 10. Ribbon Cable 11. Exterior Assembly Screws 12. Exterior Gasket · Hardware box includes: 13. Latch 14. ASA Strike Plate Screw Pack includes:  (SP1) Countersunk flat head mounting screws M5x38mm x4pcs  (SP2) Flat head tapping screws #8x3/4" x2pcs  (SP3) Flat head tapping screws #12-24 x 18mm x2pcs  (SP4) Lever release tool  (SP5) Hager mounting screws M6 x 10mm x2pcs (optional)  (SP6) Torx Wrench and Optional Torx Security Screw · Interior lock assembly 15. Interior Gasket 16. Interior Backplate 17. Interior Backplate Screws 18. Interior Rose 19. Interior Housing 20. Interior Housing Screws 21. Battery Cover 22. Battery Cover Standard Screw 23. Interior Lever
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CX-Series Service Manual

SP3 SP5

SP2 SP4

SP1 SP6

B. ADJUST FOR DOOR THICKNESS Remove through bolt posts from chassis. Pull chassis and rose mounting plate from exterior lock assembly.
PLEASE NOTE THAT THE LOCK BODY COMES PRE-SET TO ACCOMMODATE A 1¾ INCH DOOR
Anti-Rotation Tabs on the rose mounting plate 1. Please follow the steps below: a. Rotate exterior rose mounting plate toward cylindrical chassis. b. Put the lever release tool into the allocated position of exterior rose mounting plate per the illustration below. c. Rotate exterior rose mounting plate to door thickness by using the lever release tool.
C. LOCK HANDING AND REHANDING (IF NECESSARY) Determine the hand of your door. The product is set up for Right Hand by default.
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D. Hardware Installation Steps STEP 1 Install the latch in the door with the SP2 screws provided. The latch tube prongs should project into the chassis hole.

STEP 4 (To Re-hand if Necessary)
1. To re-hand the lock chassis, begin by removing both the through bolt posts. See arrows below.

STEP 2 Install the strike plate with the SP3 screws provided, checking to make sure that the position of the deadlocking plunger is aligned against the strike plate.

2. Remove the lock chassis and rotate both the internal mechanics and the chassis 180 degrees to accommodate the hand of the door. You will not need to remove the exterior gasket or backplate.
3. Replace through bolt posts.

Re-handed lock chassis to accommodate left-handed door

STEP 3 Ensure the cable from the exterior board is properly routed through the cylindrical lock chassis by first inserting one edge, then pressing the other into the cable slot.

STEP 5 Slide the lock chassis through the chassis hole in the door, ensuring that the chassis engages the latch.

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STEP 6 Place the back plate on the interior of the door with the upper and lower screws near the chassis. Route the cable and wires through the oval holes in the backplate. Wire paths may differ according to handing.

STEP 8 Connect the Exterior, Chassis, and Handle cables to the EZ connect board, leaving the Exterior cable (6 pin rightmost connection) for last. Ensure all cables are neatly tucked into the retaining clip on the rose plate.

STEP 6B Deadbolt Configuration
For information about installing the Proxess Cylindrical Lockset with a deadbolt, see "Door Preparation and Installation" on Page 7 in the CX-Series 3.0 Service Manual.

STEP 7
Place the interior rose liner on the interior back plate and screw in. Ensure that all wiring go through the oval holes in the rose liner. Ribbon and latch cables together when right-handed, ribbon and handle switch when left-handed.

STEP 9
Install the interior trim onto the back plate. The boards will plug into one another when placed correctly. Screw the interior trim onto the back plate using the two screws on the right and left of the battery compartment.

Ribbon connector
Motor and latch connectors
Handle switch connector

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STEP 10 Install the four AA batteries, beginning with the outer two.
Insert outer batteries first

STEP 12 Install the levers onto the inside of the door. Make sure to tug on the handle after installation to verify it's fully seated.

After the batteries are properly installed, the lock should beep and the motor will run. The lock is then in the locked position.
STEP 11 Screw the battery cover onto the trim.

STEP 13 (If Necessary) Install the removable core.

Insert last

Align back of core with prongs of forked pin (throw member)

Note: An optional Security Torx screw is also included and may be used in place of the default Philips screw.

Once the removable core is aligned with the forked pin in the lock, insert the control key and turn clockwise 15 degrees to retract the locking lug, then insert the core into the lever. Turn the control key back counterclockwise 15 degrees to engage the core and remove the key.

E. Now that the hardware is installed, see "Software Solutions" in this manual to locate your software resources and begin programming.

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DEADBOLT DOOR CONFIGURATION
To mount the Proxess cylindrical lockset on a door with a deadbolt installed, you may need to mount the internal housing (battery side) upside down. The backplate and rose plate are designed to accommodate this mounting.

STEP 1 Position the backplate on the interior of the door so that the large opening is underneath the chassis assembly.

STEP 2

STEP 3 Fasten to the door using the upper and lower screws nearest the chassis, then plug in connectors and install interior trim.

Route the cable and wires through the oval holes in the backplate. Make sure to run all cables through the oval holes in both backplate and rose plate.

NOTE: Wire paths may differ according to handing.

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PREPARATION AND INSTALLATION

INSTALLATION JIGS OFFERED

11-C

The CX-Series Wireless Cylindrical lockset contains two through bolt posts for added stability and security. This installation plate assists in drilling the holes for both the chassis and the through bolt posts.
NOTE: Removing the through bolt posts from the chassis will decrease the security of the lock, converting it from Grade 1 to Grade 2.

CYLINDRICAL INSTALLATION JIG KITS
Light-duty, small quantities: Home Depot and Lowes sells inexpensive kits from Ryobi, Milwaukee and DeWalt.

Heavy-duty, industrial: Pro-Lock ("Killer Jig") and Templaco (115-C3) offer kits.

BATTERY PERFORMANCE AND EXTREME CLIMATE USE

11-D

· Proxess locks use four AA batteries and are tested and validated using Duracell CoppertopTM alkaline batteries to over 70,000 cycles with physical credentials and over 90,000 cycles with only mobile credentials. Proxess locks are tested and validated using Energizer Ultimate LithiumTM batteries for extended temperature range support and offer similar performance to Duracell CoppertopTM batteries. However, any quality AA alkaline or nonrechargeable lithium battery should give acceptable performance.
· Average/Expected performance = 2 years (approximately 30 credential entries per day) · Batteries are not covered under Proxess warranty. · Disclaimer: Performance may vary based on environment, feature use, credential usage/type, how often the
locks are synced, etc. Contact Proxess for questions related to expected performance in your system.
· For heavy usage doors that drain power in less than a year, Proxess recommends either a modified maintenance schedule or the external power feature (specify "EP" feature when ordering).
· Exterior use: For locks in which the interior trim is entirely exposed to exterior climates, Proxess recommends the weatherized option (specify "W" feature when ordering). Proxess weatherized locks offer protection to interior electronics from precipitation and improved corrosion resistance. Weatherized locks also feature Energizer Ultimate LithiumTM batteries for extended temperature range support in very hot and cold conditions.
· Reported battery percentages assume the use of alkaline batteries; lithium batteries do NOT report correctly. · Rechargeable batteries are not recommended. · Avoid Heavy Duty (Zinc Carbon) or other chemistry batteries.

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APPENDIX A: INSTRUCTIONS FOR DOOR AND FRAME PREPARATION OF CYLINDRICAL LOCK
A. CHECKLIST Tools for Door Preparation
· Drill · Drill Bits: 1" (31/32" for drive in latch), 5/16" · Hole Saw: 2-1/8" · Phillips Screwdriver, #2 · Hammer · Chisel B. DOOR PREPARATION 1. Doors: Steel or Wood 2. Door thickness range: 1-3/8" (35mm) ~ 2" (51mm). 3. Match the Backset of your Proxess CX-Series lockset to the corresponding installation (either 2-3/8" [60 mm] or 2-3/4" [70 mm] Backset). 4. Place the installation template onto the door and mark holes. Drill the 2 1/8" (54 mm) first, then drill the two 5/16" (8mm) holes for lock chassis mounting. Drill the 1" (25 mm) cross bore hole for the latch last. 5. Insert latch into 1" hole and hold it parallel to door face, mark outline and remove latch. Chisel 11/64" (4.3mm) deep or until faceplate is flush with the edge of the door. Insert latch into the 1" hole again, making certain that the latch bolt bevel faces direction of closing door (see section E for Lock Handing).
6. Secure the latch to the door using two #8x3/4" screws (SP2).
Backset thickness ­ note that lock is preset to standard 1¾ inch door
NOTE: Removing the through bolt posts from the chassis will decrease the security of the lock, converting it from Grade 1 to Grade 2.
C. FRAME PREPARATION 1. Close the door and mark the horizontal line aligned to the strike. 2. Measure one half of door thickness from door stop to mark vertical center line of strike. Drill 1" (25 mm) hole, 1/2" (12.7 mm) deep at intersection of horizontal and vertical center lines. 3. Chisel out the jamb 3/32" (2.4mm) deep or until strike is flushed with jamb and then secure the strike to the jamb using two #12-24 x 1" screws (SP3).
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TROUBLESHOOTING

TROUBLESHOOTING HARDWARE

13-A

The following table illustrates possible causes and solutions for common problems after installing the lock hardware.

PROBLEM
No beeps or blinks when the batteries are installed
LED does not beep or blink on exterior when presented
MPD does not connect to the lock
Red LED When credential is presented (Access Denied).
Incorrect response from the lockset when a card is read MPD does not connect to the lock

CAUSE
Improper plug connection
Reversed battery or dead batteries Pinched wires or damaged cabling
Batteries are dead and need to be replaced Damaged or disconnected 6 pin cable Bluetooth is not enabled on the MPD Improper Credential Permissions
Lockset is in Lockdown
Damaged or disconnected 6 pin cable Bluetooth is not enabled on the MPD

SOLUTION
Check all wiring and connectors to make sure the connectors are secure, and the cable is not pinched Check the position of the batteries to make sure they are seated correctly Ensure the internal cabling is routed properly and cables have not been damaged during assembly Replace the batteries, synchronized the lock with the MPD and try the credential again Check both ends of the 6 pin cable for proper connection. Enable Bluetooth in Settings
Ensure the credential has appropriate access to the door. Have administrator take the lockset out of lockdown, or program the necessary credential to have "Pass-Through" privileges. (See software manual). Check both ends of the 6 pin cable for proper connection. Enable Bluetooth in Settings

BEEP AND BLINK GUIDE

Operation indicators (Usually non-repeating)

Description

3 Red Beep/Blinks

The lockset has been set to toggle unlocked.

3 Green Beep/Blinks

The lockset has been set to toggle locked.

Warning Indicators (Will continue until problem resolved)

Description

3 Red Blinks (No Beeping)

Battery Low

3 Amber Beep/Blinks

Battery Critical

3 Double-Red Beep/Blinks

Battery Critical

3 Double-Red Beep/Blinks

Lockset Not Synchronized

Start-Up Sequence Beep/Blinks

If a problem with the lockset occurs there may be a sequence of Beep/Blink indicators during start-up that will help to

determine the problem. These will be 3 short Beep/Blinks followed by a series of longer Beep/Blinks. Please note them

and contact a Proxess customer service representative.

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ADDITIONAL RESOURCES

SERVICE EQUIPMENT

20-A

ENRTM
Enrollment Reader and Programmer Proxess' ENRTM makes the credential enrollment process intuitive and simple. Just place a credential on the desktop reader and a pop-up window automatically appears. From here you can create a new user, assign this card to an existing user, or view the details of an existing cardholder. A detachable USB-C cable broadens device compatibility for all modern PCs and most modern Android Smart Phones.

NXTM Smart Credentials
Network on Card Smart Credentials Proxess systems utilize the most advanced and flexible credential technology in the industry, DESFire EV1, 2, and 3, and add six layers of protection, encryption and mutual authentication, providing the most secure credentials in the industry.
MPD Mobile Programming Device
Android Mobile Phone with no Sim Card The Mobile Programming Device is used with the Proxess LoxIQTM and ProxessSyncTM software to build door groups, access profiles, time schedules, synchronize locksets, and so much more. It can also be used to assign high security Network on Card credentials to personalized profiles with the Proxess Enrollment Reader. Proxess software is currently available on Android devices with the Google Play Store. iOS-compatible software is coming soon. Please check our website for the latest capabilities for Proxess products.
OTG On-the-Go Converter
The On-the-Go Converter is provided with some Mobile Programming Device and Enrollment Reader to assign credentials. Proxess offers OTG converters for Micro USB devices only.

For additional information about service equipment and Proxess products, please visit our website: www.proxess.com
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SOFTWARE SOLUTIONS FOR LOCKSET PROGRAMMING

21-B

LoxIQTM
LoxIQTM is a software app created by Proxess, LLC. Instead of requiring all the expensive components of an access system (approx. $3k/dr), LoxIQTM requires only the locks, a phone, and a programmer. Although the system has the capability of unlimited doors and users, it is typically implemented in smaller systems of 100 doors/users or less...Expandable to full server system software.
For more information about LoxIQTM, please visit our website:
http://www.proxess.com/Proxess/media/Proxess/Images/Graphics/loxiq_datasheet_4pg_06.pdf?ext=.pdf

ProxessIQTM
ProxessIQTM is the scalable access control software, supporting Proxess intelligent wireless locksets and door controllers. A ProxessIQTM system can begin with a single wire-free lockset and incrementally expand to an unlimited number of locations, doors and users.
For more information about ProxessIQTM, please visit our website:
http://www.proxess.com/Proxess/media/Proxess/Documents/ProxessIQ-Scalable-ACS.pdf?ext=.pdf

Proxess SyncTM
The Proxess SyncTM mobile phone App synchronizes changes from the ProxessIQTM software to locksets across the country. It is a simple to use configuration App, requiring just a click to perform the synchronizations. Strictly a performance App, it is secure and uncompromising. The App user simply clicks in Proxess SyncTM to have the changes securely made on the PC software executed at the lockset.
For more information about Proxess SyncTM, please visit our website:
http://www.proxess.com/Proxess/media/Proxess/Images/Solutions/Proxess-Sync-DS-Pg-1-(1).pdf?ext=.pdf

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FCC STATEMENT
This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense.
This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communication. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one of the following measures: Reorient or relocate the receiving antenna. Increase the separation between the equipment and receiver. Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. Consult the dealer or an experienced radio/TV technician for help.
FCC Caution: Any changes or modifications not expressly approved by the party responsible for compliance could void the user's authority to operate this equipment. This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.
Industry Canada Statement Under Industry Canada regulations, this radio transmitter may only operate using an antenna of a type and maximum (or lesser) gain approved for the transmitter by Industry Canada. To reduce potential radio interference to other users, the antenna type and its gain should be so chosen that the equivalent isotropically radiated power (e.i.r.p.) is not more than that permitted for successful communication.
Industrie Canada Déclaration Conformément à la réglementation d'Industrie Canada, le présent émetteur radio peut fonctionner avec une antenne d'un type et d'un gain maximal (ou inférieur) approuvé pour l'émetteur par Industrie Canada. Dans le but de réduire les risques de brouillage radioélectrique à l'intention des autres utilisateurs, il faut choisir le type d'antenne et son gain de sorte que la puissance isotrope rayonnée équivalente (p.i.r.e.) ne dépasse pas l'intensité nécessaire à l'établissement d'une communication satisfaisante.
Industry Canada Radiation Exposure Statement This Device complies with Industry Canada License-exempt RSS standard(s). Operation is subject to the following two conditions: (1) this device may not cause interference, and (2) this device must accept any interference, including interference that may cause undesired operation of the device.
Industrie Canada l'exposition aux radiations Le présent appareil est conforme aux CNR d'Industrie Canada applicables aux appareils radio exempts de licence. L'exploitation est autorisée aux deux conditions suivantes : (1) l'appareil ne doit pas produire de brouillage, et (2) l'appareil doit accepter tout brouillage radioélectrique subi, même si le brouillage est susceptible d'en compromettre le fonctionnement.
FCCID: 2AKUZPXH01 IC ID: 22335-PXH01 Contains: SH6MDBT50Q Models (HVINS):
· PXHO1-CX03-B (Proxess CX-Series Wireless Cylindrical Lockset) · PXH01-CX03-DC (Proxess CX-Series DC Powered Lockset) · PXH01-MX02-B (Proxess MX-Series Wireless Mortise Lockset) · PXH01-MX02-DF (Proxess MX-Series DC Powered Mortise Lockset)
UL STATEMENT
Outside lever is normally locked. Inside lever always allows egress. Unit shall not interfere with the operation of Panic Hardware. Wireless communications, Wi-Fi, Bluetooth, Door Position, and Request to Exit features are not part of UL Listed product. Tested to compliance with UL 294 5th Edition Class I.
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References

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