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If you end up purchasing new or replacement locks, peripherals or software, there are several things to be aware of if you want to safe your data and have the installation go smoothly.
  • Collect the audit data from all the doors one last time. Download the data and back-up your facility files.
  • Make note of the current file path configurations for:
    • Backing up the facility files
    • Downloading data from the HHD
  • Plan to spend time on the phone with Allegion. You will need help with:
    • Download Windows Mobile Device Center and a patch that will allow it to work on Windows 10. 
    • Downloading any necessary firmware updates for new or existing locks.
    • Downloading the Schlage Utility Software for the HHD.
    • Downloading any necessary firmware updates for the HHD.


Setting up SMS Express

  1. Install the SMS Express Program using the program disc.
  2. Open the SMS Express program. There should now be a shortcut on the desktop.
  3. The first time you log in, you use just the default username (Manager) and password (123456).
  4. A prompt will come up. Click Continue.
  5. Unlock the SMS Express software with a code to verify purchase.

    1. Go to the Allegion website to register by filling out their form. 

    2. The form will ask for...

      1. a machine ID number, which you get from the SMS Express software.

        1. Click on Help>About to get the machine ID number, which is a 16 digits of numbers and letters.
      2. the customer order number is located on the CD install sleeve

    3. The code will get sent to your email after you submit the registration form. Until you get the unlock key, which can take a couple of days, continue to use the default username and password to log into the program. 

    4. The program will prompt you to enter an unlock key every time you log in. Enter it when you get it through your email.
      1. The unlock key prompt will ask for the machine ID number, username (which is Manager) and the unlock key.
  6. Load the facility from the shared drive
    1. Go to Facility>Restore Backup
    2. Click Yes. The Select Facility to Restore window will open.
    3. Navigate to the database that was backed up from the previous version and select the backup file. So, go to Shared>Library>LEAD>Circulation>Rooms>DO NOT DELETE MOVE OR MODIFY
    4. Click Open. The Existing Facility File Found window will open.
    5. Click OK
  7. Set the facility backup location
    1. The facility backup location is where all the files for the locking system are store. Backup the facility on the share drive.
    2. In SMS Express, click on Settings>Program Settings, select the Backup tab.
    3. To change the location of the backup folder, click Change Folder. The Select Path Window will open.

    4. Navigate to S:\Shared\LEAD\Circulation\Rooms\DO NOT DELETE MOVE OR MODIFY to change it to that location. 
    5. Click OK
    6. Click Save
    7. Don't leave the Program Settings just yet. We're not done here.
  8. Set the synchronization folder
    1. Windows Mobile Device Center created a synchronization folder on your computer that the HHD uses to synchronize files with your computer. SMS Express needs to know that location in order to use that folder.
    2. Find the synchronization folder
      1. Open WMDC
      2. Hover over Mobile Device Settings
      3. Click on Change content sync settings
      4. Click on Sync Settings under Files
      5. Make a note of the folder path listed.

    3. Go back to SMS Express to the Program Settings. Click on the Programming tab.
    4. Select that the locks will be programmed with a Pocket PC device
    5. Click Change Folder and you will be given an option to select the location.
    6. Navigate to the synchronization folder that you located in WMDC.
    7. Click OK.
    8. In the Program Settings window, click Save, then click Close.
  9. Add System Operators
    1. Adding system operators enables you and other staff members to have log in access to the Schlage Express
      software. After you add at least one System Operator with all privileges, remember to delete the default Manager

      and Operator
    2. In the Main screen, click on Settings>Operator Settings.
    3. Click Add at the bottom of the Manager pane, which will create an account that will have all privileges.
    4. Use the same username and password information in the Room Coordinator's binder.
    5. Delete the default manger and operator accounts.
  10. Plug in the enrollment reader to a usb port on the back of your computer. There is no software or driver that is needed for this piece of hardware. 
    1. To test that it's working, go to create a keycard and have the enrollment reader scan a keycard from the box of extras. It should fill out a 16 digit number. Cancel any changes since it's just a test for the enrollment reader.


Setting up Windows Mobile Device Center (WMDC)

  1. Determine if your Windows version is 32 bit or 34 bit.
    1. Right click the Windows button, and select System. Under "Device Specifications" you will see whether the computer is a 32 bit or 64 bit version.
  2. Connect the HHD to your computer.
  3. In the Windows Mobile Member Center window, click Set up your device.
  4. In the Set Up Windows Mobile Partnership window:
    1. Name the device Portunis
    2. Click to check the "Create a shortcut on the Desktop to Windows Mobile Device Center" check box.
    3. When prompted, deselect all the check boxes, except for Files.
    4. Click Set Up.
    5. Click Next. A WMDC Partnership has now been established.
  5. Settings to change: 
    1. Under Mobile Device Settings > Change content sync settings deselect the preselected options and only check Files
    2. Under Mobile Device Settings > Manage a Partnership
      1. Fill out the "Name this PC" field with something descriptive
      2. Set "If there is a conflict" to "Replace items on desktop."


  1. Some helpful tweaks for the local account:
    1. Add WMDC to start automatically whenever you log in.
    2. Create desktop shortcuts for the folder DONOTDELETE (S:\Shared\LEAD\Circulation\Rooms\DO NOT DELETE MOVE OR MODIFY), SMS Express software, and WMDC.


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