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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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How you add the credential and how it appears in Engage depends upon the type of credential you are using. Adding credentials must be done from within a user profile. All credentials must be manually scanned into the software.
Valley Library - study rooms and research rooms
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Access is assigned to the user profile, not the credential. This means that you do not need to reassign user access if you must replace a credential. While the process is the same for both facility files, there are some considerations unique to the smart chip cards.
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When assigning access, refer to relevant policies for determining access.
Smart Chip Credentials | Prox Chip Credentials |
|---|---|
A smart chip credential has only 11 slots to carry access information. This is because of no tour programming. When using smart chip credentials:
| A Prox chip credential can carry access information to as many locks as you need. The number of locks we have will not exceed the capacity of the credential. |
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Salvaging Smart Credentials
Schedules
Lock Operations
Wi-Fi Configuration
Firmware Updates
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No Tour feature allows key cards (credentials) to carry the program to the door without manually updating the door lock. However, there are limitations with this feature. A key card has 11 slots for programming. This means it can be programmed to open any combination of up to 11 locks and lock groups. On this page, page numbers refer to the Engage User Manual attached to this page.
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If best practices are not followed when reusing key cards, slots will become permanently blocked. Eventually the key card will not carry any more programming. To avoid wasting key cards, follow the procedures outlined below. |
To completely remove a user and their credential access from ENGAGE, the Administrator will need to “Clear access assignments” on the current credential and then delete the user from ENGAGE.
Follow these steps to remove the user and salvage their assigned credential. Some of these steps are explained in more detail below. You can also find these steps in the Engage User Guide on the pages referenced below.
Log In to the web application.
Follow the Clearing Access Assignments on Existing Credentials section to set the credential to expire “Tomorrow.” (p. 19).
Update Credential for No-Tour Programming (p. 95).
Wait for the credential to expire.
Delete Credential (p. 38).
Delete User (p.34).
Clearing Access Assignments on Existing Credentials (p.19)
Administrators will want to recover, save and reuse credentials whenever possible. It is important to clear all credential assignments from a returned credential so that the credential will have all 11 door assignment available. Credentials with cleared door assignments can be treated as new and reissued to a new user without any restrictions.
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Log In to the web application of Engage.
From the Users tab, select the User associated with the credential you want to clear.
Click Assign Access.
Select the device or device group and change the expiration to the current date.
Select Save to update the credential details.
To complete this process, the credential must be updated with today's expiration setting and then stored away until tomorrow.
Follow the Update Credential for No-Tour Programming process (p. 95) to program the credential with newly defined expiration settings.
Tomorrow (after the credential has “Expired”) all 11 door assignments will again be available for new assignment
Schedules
You can set schedules for locks to automatically unlock and relock.
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Under the Devices Menu at the top of the page, select "Schedules".
Creating New Schedules
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If you are setting a new schedule, click the +Add New Event Schedule button in the upper right corner. If not, jump Assigning schedule.
Fill in the appropriate fields in the pop-up window and click Save.
Assigning Schedules
Schedules must be assigned to each device individually.
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You can assign multiple schedules to a single lock which is necessary if the hours you want the lock to lock/unlock differ day to day. |
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Select a schedule by clicking the downward triangle next to it.
Once you click Assign Devices, this will get a pop-up similar to assigning device groups.
Add and remove doors as needed. Then save.
Complete either a manual or scheduled lock update.
Lock Operations
Wi-Fi Capability
LE locks can be connected to wifi to increase their functionality and save hours of labor. The locks automatically connect to the wifi every the night and will:
upload audits to the cloud
download new lock programming
update firmware as needed
Configuring lock wifi connection
The locks are connected to the OSU secure network using a dedicated login created for the locks. Engage administrators should have a hard copy that login. Never post it on the wiki. Locks are usually connected to the wifi during the initial enrollment of the lock but can be connected later using the Engage App on a mobile device. See the troubleshooting section if locks are not connecting to the wifi properly.
Login in to the Engage App
From Devices menu, select the lock you are updating.
Once the app has connected to the lock, select more
Scoll down to Settings and select Wi-Fi under the General heading.
Move the Wi-Fi slider to the right to enable Wi-Fi. The full configuration menu will display.
Add Network and type OSU_Secure or select it as an existing network if it shows up.
When entering login credentials, select WPA2(PEAP) security level.
Save.
Firmware Updates
Firmware updates can be completed three different ways:
automatically through nightly lock updates
manually through the Web App under the Advanced menu
manually using the Mobile App.
From Devices menu, select the lock you are updating.
Once the app has connected to the lock, select more.
Select Update Firmware.
Follow the onscreen instructions.
Audit Data
Audit data can be accessed through both the web and mobile app. Through audits you can see several things but the most helpful information is listed below.
Battery Level which is handy to know so the batteries can be changed (or not changed) as needed.
6.3: Approximate power level when the batteries are first installed.
4.4: Low battery level-lock will begin to flash 9 red flashes when opened to indicate battery level is low and should be changed.
4.0: Critical level-lock may not open for regular credentials and batteries must be changed.
Credential audits: When was a door accessed using a credential. It doesn’t tell you which credential was used
Wi-Fi Download events: A good way to determine if a lock successfully connects to the Wi-Fi and updates programming.
Mobile App
The mobile app is helpful when you are connected to a lock and trying to troubleshoot in the moment.
From Devices menu, select the lock you are updating.
Once the app has connected to the lock, select more.
Select Audits
Web App
The web app has more functionality and allows you to download data to a spreadsheet for analysis. Detailed information about accessing, filtering, and exporting audits can be found in the Engage Manual. T
Troubleshooting & Maintenance
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