| 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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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. 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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Select the User you are assigning access to.
Click the Assign Access button.
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Updating Locks
Manual Updates
Scheduled Updates
No-Tour Programming (Smart Cards Only)
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
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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.
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Manual updates are required for Prox chip credentials if you don’t have time to wait for a scheduled update overnight.
Login in to the Engage App
From Devices menu, select the lock you are updating.
Devices requiring an update will have an exclamation point next to them.
Once the app has connected to the lock, select Sync.
Wait until the lock has finished Syncing and move on to the next lock.
Sometimes the app will freeze. If the sync takes more than a couple minutes, close out the app and restart.
Sync again if there is still an exclamation point next to the device name.
Scheduled Updates
Locks automatically connect to the network and night and will download any lock programming changes made during the day.
This works well for Prox chip credentials, but it is a good idea to check the lock audits from the web app to confirm the update were downloaded. Alternatively, you can text the credential on the lock.
This is an alternative to no-tour programming for Smart credentials. Even though they will still show as needing updates in the Web app, the credentials should open the door after an overnight update.
No-Tour Programming (Smart Cards Only)
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.
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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).
Wait for the credential to expire.
Delete Credential (p. 38).
Delete User (p.34).
Clearing Access Assignments on Existing Credentials
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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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upload audits to the cloud
download new lock programming
update firmware as needed
Configuring lock
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Wi-Fi 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.
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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 useda door accessed using a credential. It doesn’t tell you which credential was used
Passage audits: Will show you what credential was used, but you can’t filter for these audits unless you export the records to a spreadsheet. This data is used primarily for determining research room usage.
Wi-Fi Download events: A good way to determine if a lock successfully connects to the Wi-Fi and updates programming.
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From Devices menu, select the lock you are updating.
Once the app has connected to the lock, select more.
Select Audits
Web App
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, select more.
Select Audits
Web App
Audits can be found in the web app from the Audits menu. Using the web app, you can
Filter by device, date, user, and some audit types (not all which is weird).
Export the data to a spreadsheet for analysis
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using the export button in the upper right corner of the screen.
When exporting, you may need to limit your search before exporting because there is a maximum number of records it will export at once.
Troubleshooting & Maintenance
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