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Engage is the software used to manage many of the Valley Library electronic locks. If you are new to managing the electronic locks, please read the overview before getting started.
Vocabulary
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Audits: Audits tell us about the locks. In Engage, it also included diagnostic data, lock update attempts and battery power levels.
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Credentials: This is essentially the "key" someone uses to unlock a door. The credential can come in many different forms. Valley Library uses key cards and fobs.
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Credential Reader: The credential reader reads the credentials prox chip or the smart chip number and inputs it into the programming software. If the reader is unable to read the number, it means the credential is incompatible with the reader or damaged and needs to be replaced.
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Site: Database files are called sites in the lock software. The electronic locks in Valley Library are separated into several different facility files, based largely on user group usage. Because the locks have been added incrementally, sometimes the groupings may seem strange.
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Fob: Another kind of credential that can be easily added to a key chain.
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Hot Stamp: Smart chip cards have a 6 digit code on the back of the card which can be used to find and/or identify key cards in Engage.
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Key Card: Smart chip cards are used for research rooms and study rooms. Prox chip cards and fobs are used for staff areas. OSU ID cards have both but we only use the prox chip.
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Manual lock programming: Walking to the lock, connecting to it with a device, and updating the lock programming.
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No Tour Programming: Smart chips can be used to carry the program to the lock so you don't have to manually program the lock.
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Prox chip or Proximity chip: This is the chip inside prox chip cards and fobs. When placed near the lock, the reader in the lock induces a current in the card. The current powers the chip in the card and allows the card to then transmit data (specifically the chip's serial number) to the lock.
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Smart credential: In simplified terms, this is a credential that can carry programming to the lock for you and allows us to program locks remotely.
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used to manage many of the Valley Library electronic locks. If you are new to managing the electronic locks, please read the overview before getting started.
Overview
Valley Library Engage Site Files Structure
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Task | Web Application | Mobile Application |
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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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Create an account through the Engage web application.
This account can be individual or shared.
Shared accounts, like accounts for student employees to update locks, shouldn’t have full privileges.
Administrators can create invite others to create an account in Engage and set the account privilege profile for that account.
Users must be invited to each site separately, but can access both sites from the same login once invited.
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These locks use smart credentials and require the MT20W credential reader, the Engage desktop app, and a wifi connection.
Start the Engage desktop app.
Connect your credential reader and wait until it finishes starting up and connecting to wifi. The light will be a solid blue.
Click the Add Credential button.
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| Note |
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Each user should always have only one credential. More than one complicates removing access and resusing reusing credentials. |
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.
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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.
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If a missing credential is returned, it can be reused if managed properly.
Smart credentials must be updated before following the steps below. (add link)
Update the expiration date as described above. Set it to 5 years from today’s date.
Assign access to the credential.
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If the credential is returned, update the credential as described in Salvaging No Tour Smart Credentials.
Prox Chip Credentials (Library Staff)
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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. 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.”
Update Credential for No-Tour Programming
Wait for the credential to expire.
Delete Credential.
Delete User.
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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.
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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
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You can set schedules for locks to automatically unlock and relockre-lock.
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Under the Devices Menu at the top of the page, select "Schedules".
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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 Wi-Fi to increase their functionality and save hours of labor. The locks automatically connect to the wifi Wi-Fi every the night and will:
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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.
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