| Table of Content Zone | ||||
|---|---|---|---|---|
|
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Task | Web Application | Mobile Application |
|---|---|---|
Add/delete/edit user | Yes | Yes** |
Add/remove team member | Yes | Yes |
Add/delete credentials | Yes | No |
Assign/Remove access | Yes | Yes** |
Create device schedules | Yes | No |
Assign device schedules | Yes | Yes** |
Assign device groups | Yes | No |
Add/delete device | No | Yes** |
Update programming | Yes | Yes** |
Update firmware | Yes | Yes** |
Configure Wi-Fi | No | Yes** |
Retrieve Audits | Yes | Yes** |
** Must be connected to the device through the mobile app
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The hot stamp will be part of the credential name, making it easy to identify.
Jump to No-Tour programming below.
Library Staff - Staff area doors
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Select either Device when assigning a single lock or Groups. Groups is important when assigning multiple locks to a smart card credential. Groups can also be used with prox chip credentials.
Select the check box next to the desired device or group.
Expiration date is usually set the same as the user profile expiration date.
Click Save.
Updating Locks
Manual Updates
Scheduled Updates
No-Tour Programming
No Tour programming allows the card to carry the programming to the lock instead of programming the lock manually or through an overnight scheduled update.
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Once access has been assigned to a credential, an Update button will appear next it.
Click the update button next to the credential
Follow the instructions on the screen and place the credential on the reader.
Leave the credential there until you hear 3 beeps. There is usually a pause between beeps.
Do not click next until it has finished beeping.
Once it has finished beeping and you've clicked Next, you should get this screen.
If there is an error, it will happen quickly. See the troubleshooting guide in the Engage manual for tips and tricks.
Credential Management
Damaged Credentials
Key cards, especially study room key cards get A LOT of use; sometimes they get damaged and need replacement.
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Log in to Engage
Search for the desired user in using the search bar or scrolling through the user list.
Select the user profile.
This image shows a prox chip credential. A smart credential will have a number.
Click the blue hyperlink for the credential.
Select "Delete this credential". The program will ask you to confirm by typing in the word "delete".
You must update the lock before the credential will be fully removed from the lock.
Now you can add a new credential.
Missing Credentials
Do not preemptively delete missing credentials, especially if they are smart cards. Missing credentials, study room key cards in particular, often return. Changing the expiration date of a credential is a simpler way to remove access to the locks until they are returned. Credentials can always be deleted later after they have been missing long enough to determine them “lost”.
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Log in to Engage
Search for the desired user in using the search bar or scrolling through the user list.
Select the user profile.
Click the edit icon in the upper right corner.
Change the expiration date to today’s date.
Click Save
You will get a pop-up telling you that the expiration date for all of the access permissions will be changed to match the date of the user profile. That’s exactly what you want.
If this is a smart credential, an update button will appear next to the credential. You won’t be able to update the credential unless it is returned.
You must update the lock before the credential’s access will be fully removed from the lock.
Returned Credentials
If a missing credential is returned, it can be reused if managed properly.
Smart credentials must be updated before following the steps below.
Update the expiration date as described above. Set it to 5 years from today’s date.
Assign access to the credential.
Smart Chip Credentials (Valley Library)
Missing credentials, especially those for study rooms, may be returned eventually which means we want to salvage them whenever possible. Detailed instructions are on the Salvaging No Tour Credentials page but here is a short summary.
Find the user
Select assign access
Change the expiration date of each device or group to today's date and save.
Manually program the locks since you don't have the credential available for no-tour programming.
If the credential is returned, update the credential as described in Salvaging No Tour Credentials.
Lost Credentials
Salvaging Smart Credentials
Schedules
Lock Operations
Wi-Fi Configuration
Firmware Updates
Audit Data
Troubleshooting & Maintenance
Sometimes key cards are damaged and need replacing. Sometimes it is a problem with the lock or user error. Reasons a key card may not work include:
The batteries in the lock are dying and not generating enough power to read the card.
The key card has not been properly programmed into the lock.
The key card has been damaged by a magnet or physical damage to the card.
Factory Default Reset
POST Test
Support
Contact information for support can be found in the Engage app under "Help".