Allegion SES20171127A User Manual Download Page 3

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iii • Schlage • ENGAGE Managed Property User's Guide

Contents

Introduction to ENGAGE Technology

System and Product Revisions

Customer Support

Terms and Definitions

ENGAGE or PACS Managed Properties

Overview of ENGAGE Enabled Products

LE and LEB Mobile Enabled Wireless Mortise Locks

10 NDE80 and NDEB

Control Mobile Enabled Smart Lock

CTE Single Door Controller

MT20 Credential Enrollment Readers

MT20W Credential Enrollment Readers

14 Wi-Fi Network Requirements

15 Best Practices and Things to Remember

ENGAGE System Set-up

ENGAGE Device Set-up

Control Mobile Enabled Smart locks

Factory Default Reset

Moving Devices Between ENGAGE Accounts

Dual Technology Credentials

18 Daily System and Other Operations

Assign New Access

Clearing Access Assignments on Existing

Credentials

Resident Move Out Processes

20 Remove User and Access from ENGAGE

22 Delete User Access Rights

22 Deleting Devices

23 Updating Device Firmware

34 Scheduled “Overnight” Firmware Updates

36 Retrieving Audit Data from Devices

36 Viewing Audit Information

47 Synchronization

59 Viewing Audit Information

62 Web Application

62 Introduction

62 Supported Web Browsers

63 Interface Reference

109 Mobile Application

109 Introduction

109 Supported Devices and Requirements

116 No-Tour Feature

116 Overview

117 Enable No-Tour Feature

118 Update Credential for No-Tour Programming

120 No-Tour Temporary Maintenance Access

122 Installation and Commissioning

123 Control Mobile Enabled Smart Lock

131 LE and LEB ENGAGE Devices

140 NDE80 and NDEB ENGAGE Devices

149 CTE Controller with Multi-Technology Readers

161 MT20

163 MT20W ENGAGE Device

179 Credentials

180 Enroll Smart Credentials in Bulk

181 Enroll a Smart Credential Individually

186 Physical Credential Reuse: Best Practices

186 Mobile Credential Overview

192 Using Master Credentials

197 Troubleshooting

197 Activity and Diagnostics Audits

197 Inviting Team Members

197 Device Commissioning

197 Construction Mode

198 MT20W

198 MT20W does not connect to the local Wi-Fi

Network

198 Control Mobile Enabled Smart Lock - “Jump Start”

Process

199 Setting Device Date and Time

199 Device Firmware Updates Overnight Not

Performed

199 CTE and Credential Reader Stopped Working

200 Frequently Asked Questions

205 Appendix A: Capabilities by Property Role

206 Appendix B: ENGAGE Training

207 Appendix C: Credential Functions

Summary of Contents for SES20171127A

Page 1: ...ENGAGE Managed Property 7 6 0 User s Guide...

Page 2: ...APRIL 2021 Updates to ENGAGE 7 6 0 for Mobile Credential No Tour functionality and product updates SES20171127E 31 MAY 2020 Reformatted doc ENGAGE 7 5 with updates to Mobile Credentials Security Updat...

Page 3: ...e Reference 64 Create Account 65 Log In 66 Create Site 67 Users 79 Devices 88 Device Groups 90 Schedules 95 Holidays 99 My Team 101 Global Settings 101 Firmware 102 Credentials 102 Device Defaults 108...

Page 4: ...siness or budget and easily adapt to growing or changing business needs With the ENGAGE cloud based web and Mobile applications it s easy to configure settings manage users assign access privileges an...

Page 5: ...T20W 40 04 00 MT20 39 00 00 The latest firmware and software versions are available on the ENGAGE Support Resources website When updates are available the latest firmware release notes are provided he...

Page 6: ...geably with property throughout this document and both the web and Mobile applications Sync Mobile device communication with a device This updates all settings in the device and uploads the latest aud...

Page 7: ...applications A self management system operated by the property owner Periodic device and system updates near real time Ability to manage up to 5000 credential assignments Ability to manage up to 500 d...

Page 8: ...8 Schlage ENGAGE Managed Property User s Guide...

Page 9: ...one can be used as your access credential instead of requiring a physical card or fob credential Field upgrade kits are available to retrofit an LE to the newer LEB version Built in Wi Fi allows LE an...

Page 10: ...to retrofit an NDE80 to the newer NDEB version With built in Wi Fi NDE and NDEB Wireless Locks can connect directly to an existing Wi Fi network enabling automated updates to lock configuration and us...

Page 11: ...ience of Mobile Credential access Your Mobile phone can be used as your access credential instead of requiring a physical card or fob Credential Schlage Control Mobile Enabled devices began manufactur...

Page 12: ...lage wall mounted readers if desired Powered and relay outputs available for locking devices to include E strikes E trims mag locks Exit Devices Auto Operators etc The CTE works exclusively with the S...

Page 13: ...of multi technology credentials The MT20W is used to enroll credentials into ENGAGE and to read and write data to smart card credentials for No Tour features When the MT20W is commissioned into an acc...

Page 14: ...requency 2 4 GHz 802 11 b g NDE80 MT20W CTE MT reader Alternate Wireless Frequency 2 4 GHz 802 11 b g n LE LEB NDEB and CTE MTB reader Mandatory Connect Data Rate 24 Mbps when working with NDE and MT2...

Page 15: ...oups should be defined before User access assignments are attempted New or modified Device Groups require Sync of devices before any group update is valid for that device Remember devices must be comm...

Page 16: ...into each device upon commissioning or with the Sync process door file updated Scheduled Temporary Access for maintenance should use User Schedules to set the time of day and User Activation Expirati...

Page 17: ...out of the box configuration with one exception Administrators may DISABLE Construction Mode after commissioning on NDE LE and CTE family of products FDR will not RESET the Block Construction setting...

Page 18: ...istrators 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...

Page 19: ...Activation and Expiration dates as needed 3 Click Save Fig 7 2 Update Resident Name 4 Hand the updated credential to the new resident Note The previous ENGAGE User Audit information is maintained for...

Page 20: ...ned credential properly manage the ENGAGE property database and to make the credential available for reuse and reprogramming a Change the name on the credential to Unassigned or other b Set the User E...

Page 21: ...perty User s Guide Remove User and Access from ENGAGE Daily System and Other Operations 6 Select the credential to be deleted from the Credentials list to continue 2886 7 Select Delete this credential...

Page 22: ...th that credential to Sync overnight updated or perform No Tour programming before the deleted credential is denied access at the door ENGAGE Web Application displays the exclamation point Update ICON...

Page 23: ...es can be scheduled by the ENGAGE Web Application when a Wi Fi network connection is available and properly enabled at the door Nightly Wi Fi updates require local Wi Fi network availability overnight...

Page 24: ...and Other Operations Note If the device you need is not presented ensure the device is already commissioned and that you are within Bluetooth BLE range 2 Select the local device to be updated with the...

Page 25: ...ide Updating Device Firmware Daily System and Other Operations Then Note The device starts flashing the RED LED when connected and communicating 4 Select Update Firmware in the connected device menu 5...

Page 26: ...and reboot process will take a few minutes be patient Firmware Updates at the door Wi Fi Communication ENGAGE devices with local Wi Fi connectivity may have firmware updates performed at the door This...

Page 27: ...Updating Device Firmware Daily System and Other Operations 2 Select the local device to be updated with the latest firmware In this case we chose Storage which is a Schlage LE device with its Wi Fi ne...

Page 28: ...ations then 4 Select Update Firmware in the connected device menu Note Confirm the requested firmware update in the screen above When the firmware version on the device is current a Firmware is up to...

Page 29: ...NING After the firmware is downloaded the new firmware will then automatically be installed into the device The device will blink the LED RED and GREEN while installing the new firmware update During...

Page 30: ...firmware download can be performed by temporarily enabling a Wi Fi connection through the Administrator s Mobile device In this case the Storage device Wi Fi has been turned OFF in Settings and is not...

Page 31: ...Device Firmware Daily System and Other Operations then 4 Select Update Firmware in the connected device menu 5 Select Update WARNING Follow the displayed instruction to temporarily enable the ENGAGE...

Page 32: ...elow Perform the following steps on the Mobile device 1 Open the Settings menu on your Mobile device 2 Select the Wi Fi network settings menu 3 Connect to the local Wi Fi network with the same name as...

Page 33: ...are update process is completed The device will automatically perform a RESET and will begin normal operation using the new firmware Note ENGAGE will use the selected device to create a local Wi Fi ne...

Page 34: ...updated with the latest firmware revision and functionality Administrators can save time and keep their devices updated using Scheduled automatic over night firmware updates When devices support and...

Page 35: ...selected for scheduled firmware updates 5 Select the Update Selected Devices button at the bottom of the screen to schedule the selected Overnight firmware updates and complete the schedule event 6 Se...

Page 36: ...etwork settings are properly installed and working nightly updates will be gathered automatically No special action is required Use the ENGAGE Mobile Application Test Wi Fi feature to verify network s...

Page 37: ...esired lock from the list we chose Storage Room 4 Select Device Audits button 5 View the available device Audits Note Use the column headers to quickly sort and find the displayed Audit data Audits Pr...

Page 38: ...fic User Sort by Audit Types see below Sort by Start and Stop timeframes 4 Export Audits using the square EXPORT button Top Right corner of screen Data is saved into a csv file for easy spreadsheet an...

Page 39: ...lication Follow these steps to update or enable Wi Fi connectivity in any ENGAGE Wi Fi enabled device New Wi Fi Network Setup 1 Open the ENGAGE Mobile application and log into your account An Android...

Page 40: ...40 Schlage ENGAGE Managed Property User s Guide Viewing Audit Information Daily System and Other Operations Then 3 Once connected scroll down and Select Settings 4 Select Wi Fi menu under GENERAL...

Page 41: ...i connectivity 2 View the full Wi Fi Configuration menu By default the Display Save Network List is enabled Note When enabled the Wi Fi network details you SAVE will be automatically stored by the Mob...

Page 42: ...he Wi Fi network is available and the device Wi Fi details settings are correct Save an Available Network Saving an available network for a device allows for easier setup when enabling nightly Wi Fi a...

Page 43: ...ion Daily System and Other Operations a Device will connect Fig 7 8 Device Fig 7 9 More Fig 7 10 Connecting 4 Once connected scroll down and select Settings 5 Select Wi Fi option Fig 7 11 Settings Fig...

Page 44: ...ssible at your current location Select a Previously Saved Network Each time a unique Wi Fi network is entered and saved the network details are automatically saved by the Mobile device To select and t...

Page 45: ...communication If you are unsure use the Test Wi Fi Connection menu or consult your local IT Administrator Network settings can be saved from different Wi Fi access point locations across your propert...

Page 46: ...Information Daily System and Other Operations Fig 7 19 iOS Saved Fig 7 20 Android Saved Fig 7 21 iOS Test Fig 7 22 Android Test 4 Select Test Wi Fi Connection To test to verify that the Wi Fi network...

Page 47: ...automated firmware updates and nightly call in updates using the ENGAGE Web Application Note Warning If the Wi Fi test fails to connect successfully Ensure your Wi Fi network SSID and Security setting...

Page 48: ...ocess Sync is automatically enabled No additional action is required by the Administrator to enable nightly Call Ins other than making the proper Wi Fi settings in the device and allowing the device t...

Page 49: ...e Synchronization Daily System and Other Operations 3 Select More to communicate connect with the Storage device then 4 Scroll down the screen to reveal the Settings menu at the bottom then 5 Select S...

Page 50: ...locally available at the door when selected for a device Some properties may have more than one Wi Fi network SSID WARNING When the Wi Fi Connection fails recheck the following items Confirm that the...

Page 51: ...ronization Daily System and Other Operations Then 5 Select the Wi Fi menu under the General heading Note This example is for WPA2 PEAP network security Username and Passwords are unique for this Wi Fi...

Page 52: ...the Wi Fi connections is completed the Administrator will see the Success message below 8 Acknowledge the Success message Note The device now has its Wi Fi connection verified and will now automatical...

Page 53: ...rrect Verify the local Wi Fi network is ON and available at this location Alternatively verify local Wi Fi network settings using a Mobile phone to connect to the same Wi Fi network intended for the d...

Page 54: ...all ENGAGE enabled devices using Bluetooth communication or a local Wi Fi connection for faster updates when available Manual firmware updates using Bluetooth communication is required for Control de...

Page 55: ...l be in an area without Wi Fi network connectivity or the device does not have its Wi Fi enabled ON Fig 7 27 Device Fig 7 28 More 3 Select More Wait a moment while the Mobile device connects with the...

Page 56: ...uide Synchronization Daily System and Other Operations Fig 7 31 Current Version 5 Select the Update button Fig 7 32 Server Connecting Fig 7 33 Downloading Note While downloading a progress bar is show...

Page 57: ...not usable until the device installs the update into its internal memory The device follows the successful firmware download with a firmware installation process that will take a few minutes While upd...

Page 58: ...o to the ENGAGE web application https portal allegionengage com signin and log into your account 2 Select Advanced menu then the Firmware tab Compare the Current Firmware Version with the Latest Firmw...

Page 59: ...evice is inoperative during the time it is being updated Control Mobile Enabled Smart Locks do not support automated firmware updates 4 When a selected device did not update to the latest version perf...

Page 60: ...of these devices nightly Wi Fi network connection capability Audits may be reviewed by either the ENGAGE Web or Mobile Applications however audit data may easily be filtered and exported for review an...

Page 61: ...d All Audits sort and filter options 4 Select the button after each sort and filter action to view the updated fields and to view the latest Audits Note Audit data can be sorted or filtered by Individ...

Page 62: ...tenance Management of the property may be accomplished from virtually anywhere using a web browser The web application provides the easiest way to enter data and view your property information via a s...

Page 63: ...63 Schlage ENGAGE Managed Property User s Guide Interface Reference Web Application Interface Reference Site name Help Settings...

Page 64: ...or symbol No 2 repeating entries c Confirm Password reenter your password d First Name enter your first name e Last Name enter your last name 4 Read the Terms and Conditions and check the box to ackn...

Page 65: ...ged Property User s Guide Log In Web Application Log In 1 Navigate to https portal allegionengage com signin 2 Enter the email address you used to set up your account and your password 3 Select Sign I...

Page 66: ...reen enter the following information Select ENGAGE from the Site Software drop down Enter a descriptive Site Name Oak Tree Property in this example Select the Site Type Select the appropriate Time Zon...

Page 67: ...e Last Name enter the last name of the user yes none Email enter user email address no none Activation Date of activation yes current date Expiration Date user profile expires yes five 5 years from cu...

Page 68: ...n the Users Tab 2 Select Add User Fig 8 12 Add User Button 3 From the Add New User screen complete the fields Note See Table 8 1 Users Properties for details 4 Select Save Fig 8 13 Add New User 5 The...

Page 69: ...lect this setting when the resident requires additional time to access doors This enables ADA American Disabilities Act e Activation Expiration required 5 Select Save Fig 8 17 Add New User 6 The User...

Page 70: ...ab 2 Select a current user Fig 8 19 Select a User 3 Select the edit user button Fig 8 20 Edit User Button 4 Select Delete User Fig 8 21 Delete User Button 5 Type DELETE into the Confirm box Then selec...

Page 71: ...play by default Select an existing credential from the list Note If there are no existing credentials available see Enroll a Smart Credential Individually on page 181 5 Select the Credential Function...

Page 72: ...onal instructions Fig 8 30 Add Mobile Credential 6 The Credential added Text message sent to the user banner is displayed and the credential displays under the user information Fig 8 31 Credential add...

Page 73: ...e credential needs to be edited Fig 8 32 Select a User 3 Select the credential you want to edit Fig 8 33 Select Credential 4 Select the desired Credential Function from the drop down list 5 Select Sav...

Page 74: ...u want to delete Fig 8 36 Select Credential 4 Select Delete this credential Fig 8 37 Edit Credential 5 Type DELETE into the Confirm box 6 Select Delete Fig 8 38 Delete Credential 7 The confirmation me...

Page 75: ...then click the check box next to each group to which the user should have access 6 For each device or group choose an Expiration and a Schedule from the drop down lists 7 Select the Save button Fig 8...

Page 76: ...dule Button 3 Enter the name Select or enter the start and end times Select the days during which the schedule should be active 4 Select the Save button Fig 8 45 Add New User Schedule 5 The User Sched...

Page 77: ...Schedule Button 4 Edit the name Select or enter the start and end times Select the days during which the schedule should be active 5 Select the Save button Fig 8 49 Edit User Schedule 6 The User Sche...

Page 78: ...Button 4 A warning message will be displayed 5 Select the I Understand button Fig 8 53 Edit User Schedule 6 The User Schedule deactivated successfully confirmation message will be displayed Fig 8 54...

Page 79: ...feature To make individual setting changes follow these steps for a particular device Add Device Devices are added using the Devices Edit Device 1 Log In 2 Select the Devices menu and the Devices pul...

Page 80: ...le Credential Tab Mobile Credential OFF Mobile Credential use is disabled ON lock will accept Mobile Credential access Communication Range Enables the Schlage Mobile Credential application to find loc...

Page 81: ...e will change the settings for the currently selected device ONLY Reader Sensitivity is set to Normal by default and is recommended for most properties Use a Reader Sensitivity of High or Max to enabl...

Page 82: ...rapidly Requires a DPS sensor and Privacy or Apartment lock functions ON increases how often the Inside LED is flashing for better visibility OFF default Reader Tab Credential Reader Prox in Use Choos...

Page 83: ...tion NDE80 and NDEB Adjust as needed and Save to apply changes Fig 8 60 NDEB Individual Settings These are the individual default Settings for the selected NDE product family Adjusting the settings he...

Page 84: ...tial Reader Prox in Use Choose the technology used by readers in your site Schlage HID AWID GE CASI GE4001 GE4002 Credential Reader Smart in Use Choose the technology used by readers in your site 1444...

Page 85: ...pplication CTE Adjust as needed and Save to apply changes Fig 8 61 CTE Individual Settings These are the individual default Settings for the selected CTE product family Adjusting the settings here wil...

Page 86: ...F no special action is taken the device relocks on the normal relock schedule ON the CTE will use the DPS sensor to immediately relock when the door closes and terminate the relocking period upon clos...

Page 87: ...e 1 Log In 2 Select the Devices menu and the Devices pull down 3 Select device from the device list Fig 8 62 Devices Devices 4 Select the Delete button 5 Type delete into the Confirm box Select the De...

Page 88: ...rs should define any Device Groups as a Best Practice prior to making any individual user access assignments Note Devices must be commissioned before they are available for inclusion into a Device Gro...

Page 89: ...up to which you want to assign remove devices Note If you have not yet created a device group you will need to do that first See Add Device Group Fig 8 68 Select Device Group 4 Select the plus sign Fi...

Page 90: ...Devices in Device Group Schedules There are two types of Schedules Add Schedule Users pg 76 Add Device Schedule pg 91 Only the Administrator can create edit and assign Access and Device schedules User...

Page 91: ...Figure 8 72 Devices Schedules 3 Select Add New Event Schedule Figure 8 73 Add New Schedule Button 4 From the Add New Schedule screen complete required fields 5 Select the Save button 6 You will now ne...

Page 92: ...d Devices list Select to move device into the Assigned Devices column Select to move a device into the Unassigned Devices column Select or to assign or un assign all devices 6 When finished select Sav...

Page 93: ...d 4 Select the Edit button Figure 8 79 Schedules 5 From the Edit Schedule screen complete required fields 6 Select the Save button Note Editing the schedule does not change which devices are assigned...

Page 94: ...gure 8 81 Devices Schedules 3 Select the schedule you want to delete The schedule will be displayed 4 Select the Delete button Figure 8 82 Schedules 5 Select the OK button CAUTION Devices that use the...

Page 95: ...locked or unlocked User access during Holidays can be also specified CAUTION Control Mobile Enabled Smart Locks DO NOT support Holiday Schedules 1 Log In 2 Select Devices Holidays Fig 8 84 Devices Ho...

Page 96: ...n Devices screen Select a device from the Unassigned Devices list Select to move device into the Assigned Devices column Select to move a device into the Unassigned Devices column Select or to assign...

Page 97: ...the Edit button Fig 8 91 Edit Holiday Button 5 From the Edit Holiday screen complete the required fields Name Enter a descriptive name for the holiday Holiday Start Select the desired start date and...

Page 98: ...lidays Web Application Delete Holiday Schedule 1 Log In 2 Select Devices Holidays Fig 8 93 Devices Holidays 3 Select the holiday you want to edit 4 Select the Delete button Fig 8 94 Delete Holiday But...

Page 99: ...lect the Add Team Member button on the My Team tab Fig 8 96 Advanced My Team 4 In the Invite New Team Members screen complete all fields 5 Select the Send Invitation button Fig 8 97 Invite New Team Me...

Page 100: ...terms and conditions Fig 8 99 Accept Terms Conditions 3 Enter the Account details Click to check the box to accept the terms and conditions 4 Select the Submit button 5 The new team member will receiv...

Page 101: ...s Time On or Off depending on the location of site Wi Fi Alerts Enable devices to send Wi Fi alerts This feature only affects NDE LE and CTE devices and can be disabled to extend battery life Master C...

Page 102: ...any devices provides for a consistent and less error prone installation and setup Individual devices that need settings other than the property wide defaults may be individually adjusted when commissi...

Page 103: ...g and unlocking Delayed relocks are from 1 30 seconds Mobile Credential ON Lock will accept Mobile Credential access and the following options are available OFF Mobile Credential use is disabled Commu...

Page 104: ...to devices that support Door Position Sensor DPS for Propped Door Audits Propped Door Delay seconds ON reports and records a Propped Door Audit after a specified time Delayed relocks are from 1 255 s...

Page 105: ...k should do when entering Critical Battery Mode Secure Locked Passage Unlocked AS IS no change Blink Interior LED ON the Interior LED will blink while in Privacy Mode to inform the occupant of the sec...

Page 106: ...ecords a Propped Door Audit after a specified time Delayed relocks are from 1 255 seconds Power Fail Mode Defines what the lock should do when entering Critical Battery Mode Secure Locked Passage Unlo...

Page 107: ...our PACS providers for their property management will be able to manage RU RM products however the Allegion ENGAGE system does not support the RU RM product Fig 8 107 RU RM Default Settings Table 8 14...

Page 108: ...nrollment readers will read any compatible credential and therefore do not have Reader Default settings 1 Log In 2 Select Advanced menu then Reader Defaults tab 3 Adjust as needed and click Save Notic...

Page 109: ...ings Set and Edit Not available Grant User Access Yes Yes Invite Team Members to Manage Property Yes Yes Schedules Create Edit and Assign Schedules Assign Schedules CAUTION Screen shots in this sectio...

Page 110: ...nnot remember your password tap Forgot Password and follow the on screen instructions Main Menu iOS devices will display a menu along the bottom of the screen Tap any icon to display that screen Andro...

Page 111: ...structions Note See Installation and Commissioning for information about specific devices Delete Device 1 Open the Devices screen 2 Find the device you want to delete in the list 3 iOS Swipe left on t...

Page 112: ...ick the Update Firmware button and follow the on screen instructions Retrieve Audits 1 While near the device you want to update open the Devices screen Then select the IN RANGE tab 2 Select the device...

Page 113: ...the new user Delete User 1 Open the Users tab 2 Find the User you want to delete 3 iOS Swipe left on the user name to show the Delete button Then tap the Delete button Android Tap and hold on the name...

Page 114: ...am Member 1 Open the My Team tab 2 Click the name of the team member you want to edit 3 Choose from the Team member roles for the team member Note You can only edit the role in the mobile app For othe...

Page 115: ...ttings Fig 9 1 Sites Site Settings Table 9 3 Site Settings Name Options Description Edit in Mobile Role Manager Operator Administrator Role of the Team Member who is currently logged in No Site Name N...

Page 116: ...pdate device settings Prox Credentials may not be used as No Tour Credentials Table 10 1 No Tour Feature Capabilities and Limitations Credential Type Max Doors or Door Groups Updates to Access Rights...

Page 117: ...rogrammed Free Space Unused available for new access assignment Note Physical Credentials that have assigned door access deleted remain as Blocked assignments in the credential sector and will consume...

Page 118: ...med with changes 3 Ensure the MT20W credential reader is powered up ready for use with the Blue LED illuminated on solid 4 From the appropriate user s account click the Update button Fig 10 1 Update B...

Page 119: ...credential to gain normal access When the User credential is not available the Administrator can always use the Schlage Mobile Application to Sync and make changes without using No Tour Mobile Credent...

Page 120: ...a Temporary Maintenance Access setup 1 Define a USER Maintenance Shift schedule in the ENGAGE Web Application that limits a sub contractor to first shift hours for access In the example below we chose...

Page 121: ...r Feature Fig 10 7 Set Expiration for Today to Limit Access 4 When a Maintenance Contractor access expires per its Expiration setting The credential can be reused as if new again Reprogram expired cre...

Page 122: ...age control wireless html Schlage LE and LEB Wireless Mortise Lock LE Standalone Wireless Mortise https us allegion com en home products categories electronic locks schlage le wireless lock standalone...

Page 123: ...number and the intended location This information is required for the Administrator to commission the device and entry into the ENGAGE account Prepare to Install the Device Interconnect Verify the Doo...

Page 124: ...acted during installation If the deadbolt is not retracted when power is applied the handing of the door and the electronic operation of the bolt is reversed 2 The through door cable is routed from th...

Page 125: ...t orientation to allow proper lever installation Handing as shown 6 Once the Control Mobile Enabled Smart Lock is properly installed The thumb turn should physically move the bolt in and out of the cl...

Page 126: ...Interconnect Fig 11 8 Deadbolt Verify Success of the FDR The Control Mobile Enabled Smart Lock will advertise its presence via Bluetooth communication after FDR When properly reset the Control Mobile...

Page 127: ...bile Enabled Smart Lock All construction credentials are no longer valid once the lock is commissioned and exits construction mode Construction mode can be cancelled by Commissioning or by performing...

Page 128: ...e account will be displayed A blank Devices Screen is displayed here because no devices have been commissioned yet Note Depending on the model of your Mobile device Android or iOS one of the following...

Page 129: ...lage Control Mobile Enabled Smart lock to be commissioned from the list of new or recently Factory Default Reset FDR devices displayed 10 Select the desired Schlage Control Mobile Enabled Smart lock f...

Page 130: ...inish to complete the commission process or select Add another Control device to continue enrolling additional Schlage Control devices 17 The newly commissioned Schlage Control Mobile Enabled Smart Lo...

Page 131: ...g the device review the Installation Instructions for the Schlage LE or LEB lock contained in the box BEST PRACTICE Before installing record the serial number and the intended location This informatio...

Page 132: ...DPS LE products with a deadbolt will require additional DPS door preparation needs Carefully connect the DPS sensor to the chassis as shown Pay special attention to the small connector while insertin...

Page 133: ...ould be verified Ensure the latch is in the correct direction with the latch bevel towards the door opening The Spring Cage Arrow direction is mounted properly with the arrows pointing in the lever do...

Page 134: ...age 25 for more information Perform an FDR 1 Remove the LE or LEB battery cover 2 Press and HOLD the FDR button for 5 seconds a The lock beeps and blinks 2 times 3 Turn the inside lever 3 times within...

Page 135: ...s Mode again a new Master programming Credential must be created and additional user access credentials will need to be enrolled Create a Master Construction Credential Start with a new LE or LEB new...

Page 136: ...en will display the name of the commissioned devices 4 Select the sign to select the nearby LE or LEB lock being commissioned a iOS Mobile device sign in the upper right hand corner b Android Mobile d...

Page 137: ...is blinking it s LED RED 11 Select Yes After verifying the LED is blinking 12 Enter a descriptive name for your device under Device Name Storage is used here If no device information is displayed ensu...

Page 138: ...adbolt thumbturn to be available for proper operation 14 Select Next 15 Enable the Wi Fi network connection capabilities of the LE LEB device To enable or edit a Wi Fi network later OR if the Wi Fi is...

Page 139: ...Select Finish to complete the commission process Add Another LE Device to continue enrolling LE or LEB locks 18 When Finish is selected the newly commissioned device is shown in the ENGAGE Mobile Appl...

Page 140: ...The Schlage NDE80 NDEB and the mechanical ND locks use the SAME basic door preparation template which comes in the box with the product Mechanical cylindrical lock ND updates to NDE80 or NDEB are eas...

Page 141: ...lled latch and chassis are properly aligned and fully engaged WARNING For non standard door thickness carefully follow the door thickness adjustment steps outlined in the Door Thickness Adjustment sec...

Page 142: ...al door prep is required to install the magnet into the frame WARNING The Door Position Sensor magnet tray or T Strike magnet MUST be installed for proper Door Position sensing and proper calibration...

Page 143: ...eeps and blinks 2 times 3 Turn the inside lever 3 times within 20 seconds a The lock blinks RED and beeps on each lever turn then provides 2 GREEN flashes and beeps to indicate success Verify Success...

Page 144: ...ode ENGAGE Mobile Application setting not selected 1 Turn and HOLD the inside lever Request to Exit RTE and present a new credential to become the property Master Construction Credential 2 The lock ac...

Page 145: ...2 While near the device to be commissioned log in to the ENGAGE Mobile Application 3 The blank Devices Menu will appear Note The figures above show that no devices are commissioned into the property a...

Page 146: ...side lever This will cause the lock to advertise its presence with its Bluetooth BLE radio 9 Select Next 10 Select the NDEB device to be commissioned Either NDE80 or NDEB devices are selectable here O...

Page 147: ...locks are ALWAYS 80 Function Storeroom and this menu Selecting a Lock Function is not presented for NDE80 devices 15 Select NEXT Note The NEXT step in the commissioning process can enable the Wi Fi n...

Page 148: ...are no local Wi Fi network connections available Note See Enabling Wi Fi Network Connection Settings for setup requirements when a Wi Fi network is available and the Administrator would like to take a...

Page 149: ...ation excerpts from the installation instructions Install the CTE indoors with a temperature range of 35 C to 66 C 31 F to 151 F Install in a secure location that is not accessible by the public Deter...

Page 150: ...d Credential Reader at a time The original MT11 485 mullion reader and MT15 485 single gang readers initially available have been updated to provide Mobile Credential compatibility MTB11 RS485 and MTB...

Page 151: ...ruction for the device they intend to install and follow its installation requirements Verify Success of the Installation Once all components have been installed test each to ensure a successful insta...

Page 152: ...Master Construction Credential must be programmed before programming construction access mode with user credentials The Master Construction Credential is ONLY used to add additional User Construction...

Page 153: ...n created User Access Construction Credentials can be added to the installed CTE User Access Construction Credentials allow momentary Normal access before the CTE is commissioned 1 Present the Master...

Page 154: ...evice is used in this example Fig 11 63 iOS Device Menu Fig 11 64 Android Device Menu Note The iOS and Android devices have slightly different screens however the functions are the same The figures ab...

Page 155: ...e currently defined default ENGAGE settings for this device or elect to modify the Property Wide settings now Administrators may modify individual device settings at any time using the Customize Setti...

Page 156: ...ayed ensure the following The CTE is Out Of The Box or recently had a Factory Default Reset The Mobile device has Bluetooth turned ON The Mobile device is in Bluetooth communication BLE range of the C...

Page 157: ...ase Wait Fig 11 72 Name Device 1 Provide a descriptive name under Device Name 2 Select Next Fig 11 73 Strike Type 3 Select the strike type installed on the door If your strike type is not listed selec...

Page 158: ...select Nothing Connected Fig 11 75 Horn WARNING The NEXT step in the commissioning process can enable the Wi Fi network connection capabilities of the CTE Administrators may also elect to skip setup o...

Page 159: ...nections available Note See Enabling Wi Fi Network Connection Settings for setup requirements when a Wi Fi network is available and the Administrator would like to take advantage of the Schlage NDE Ni...

Page 160: ...le the credential reader WARNING The reader will boot up after power is applied Be sure to wait until the reader beeps three times before presenting the Configuration Card or it will not perform as in...

Page 161: ...ble with Schlage smart credentials Mobile credentials PIV credentials and most proximity credentials up to 37 bits Initial Power Up When an MT20 is plugged into a USB port it uses the computer power a...

Page 162: ...Hexadecimal Configuration card CE 401 061 required for Schlage Express Octal Configuration card CE 401 060 required for FC BID Output Configuration card CE 401 069 required for BID Only Each of these...

Page 163: ...p No special hardware installation is required just plug the MT20W into the computers USB connector The MT20W will use the USB port for its power Wait a moment while the MT20W boots up There will be a...

Page 164: ...1 Connect the MT20W to the computer USB port 2 While near the MT20W to be commissioned log in to the ENGAGE Mobile Application 3 The initial blank Devices Screen will appear Depending on your Mobile d...

Page 165: ...m the list of nearby devices provided More than one device may be available for commissioning We chose Schlage Reader serial number C20000000000010B by tapping on that specific Schlage Reader in the s...

Page 166: ...creen displays WARNING When using USB communication you must also INSTALL and RUN the ENGAGE PC Desktop Application The MT20W LED will be BLUE when ready for communication The MT20W will take a few se...

Page 167: ...de MT20W ENGAGE Device Installation and Commissioning 13 Select Send Link 14 Acknowledge the Notice and Select Ok 15 Then Select Exit in the top right hand corner to continue The All Devices screen di...

Page 168: ...g the ENGAGE PC Desktop Application After the Desktop Application Send Link button is selected the ENGAGE system sends a link to the Administrators email with instructions Go to the email and follow t...

Page 169: ...GAGE Desktop Application on the computer The Xs in the installation application name is the software version 7 Observe the installation process where the next screens are shown 8 When the installation...

Page 170: ...ion on your desktop 2 Navigate to the ADVANCED tab 3 Select Firmware 4 Locate the MT20W device in the Device List 5 View the MT20W Current Firmware Version versus the Latest Firmware Version Note In t...

Page 171: ...ty User s Guide MT20W ENGAGE Device Installation and Commissioning 10 The firmware is downloaded to the MT20W 11 The Installing firmware screen displays 12 Select Finish 13 The In Range Mobile device...

Page 172: ...y take a few minutes Wait for all LED flashing to stop The boot up process is complete and the MT20W is communicating when a solid BLUE LED displays 15 Swipe the In Range Mobile device screen to refre...

Page 173: ...steps to change from a local Wi Fi network to USB communication mode 1 Open the ENGAGE Mobile Application on your Mobile device 2 Select the already commissioned and nearby MT20W 3 Navigate to the Se...

Page 174: ...started Fig 11 89 MT20W Direct 9 Plug the MT20W into the USB port on the PC the ENGAGE Desktop Application detects the reader and begins communication After power up the MT20W must go through a boot...

Page 175: ...cted When a credential programming error occurs an error message along with the error code displays on the screen along with a notification Fig 11 92 Error Detected When the USB enabled MT20W reader i...

Page 176: ...nd communicating with the MT20W follow these steps to change from USB to Wi Fi communication mode 1 Ensure the Schlage MT20W is in signal range of the desired local Wi Fi network access point 2 Select...

Page 177: ...using the entered network settings Wait a few moments until the MT20W provides a solid Blue LED indicating it has successfully connected with the local wireless area network CAUTION MT20W reader canno...

Page 178: ...and Commissioning 10 Select the Blue Press here on solid blue bar to continue 11 Acknowledge the Setup Complete message Select Exit 12 The MT20W device is now shown in the ENGAGE Mobile Application A...

Page 179: ...physical card or fob that is contactless Enrolled individually or In bulk DOES NOT support No Tour functionality Mobile A digital credential that is issued to a user s smart phone Added individually...

Page 180: ...plication and Log In to your account 3 Ensure the ENGAGE Desktop Application is running on the computer Note See Installing the ENGAGE PC Desktop Application for more information 4 Plug the MT20W into...

Page 181: ...ode 2 Log In 3 Hover over the Users menu and then select Users from the pull down 4 Select the appropriate user 5 From the user s card select Add Credential 6 Select the Select Existing Credential tab...

Page 182: ...s an enrollment reader 3 Select the USERS menu and the specific user to be assigned a new credential 4 Select the Credentials Menu When using multi technology credentials and ENGAGE locks with multi t...

Page 183: ...al to the nearby Storage device If no credential is presented the process Times Out after 20 seconds so the device can return to its normal use securing an opening When the device reads the credential...

Page 184: ...on 1 Log In and open the Users Tab 2 Select the appropriate user Fig 12 10 Select a User 3 Select the mobile credential Fig 12 11 Select Mobile Credential 4 Select Resend Text Message Fig 12 12 Resend...

Page 185: ...l holder for normal access Note See No Tour Feature on page 116 for more information Search for Credentials in ENGAGE A badge ID search can be performed to identify the owner of a found credential usi...

Page 186: ...credential This allows for the credential to have access to as many doors as necessary exceeding the 11 individual door assignment limit Individual door access and Door Group assignments that are Dele...

Page 187: ...ude Mobile Access Credential support The original wall mounted MT readers used with CTE cannot be upgraded for Mobile Enabled MTB compatibility Assigning Mobile Credentials See Add a Mobile Credential...

Page 188: ...5 Approach an assigned door to within a few feet 6 View the available Mobile Enable devices that are nearby Apt 12 A screen Refresh may be needed 7 Select the desired device by its Friendly Name Apt1...

Page 189: ...riginal damaged broken or lost credential This feature is most useful when credentials are damaged broken or when the original credential is lost WARNING A LOST credential is still valid at previously...

Page 190: ...o credentials are available for replacement you must enroll a credential now 6 Select a Replacement Credential from stock list In this case we chose the only available Credential 1802 WARNING Physical...

Page 191: ...iew the momentary Credential Replaced Successfully message 9 The new Credential 1802 is now listed under the Existing User Credentials and the old Replaced credential 1171 has been removed from the li...

Page 192: ...ion at a door Sync or commissioning is required 6 No Tour programming can ADD Master Credentials However to DELETE a Master Credential the credential must be deleted in the ENGAGE database and every l...

Page 193: ...ster Update each lock on the property by Device Firmware Updates 1 Log In 2 Select the ADVANCED menu and Global Settings tab 3 Slide the Master Credentials button to ON to enable the generation of Mas...

Page 194: ...he Master Credential ICON next to the credential indicating it is programmed as a MASTER CREDENTIAL with the PASS THROUGH function assignment on every lock Select Update in the Credentials screen Any...

Page 195: ...the Device Update ICON displayed to inform the Administrator that door updates are needed The Master Credential itself and all devices are required to be updated before these changes are honored The A...

Page 196: ...redentials button 5 Select the checkbox for each Master Credential to be deleted 6 Select Delete 7 Select OK to accept the Delete the Master Credential WARNING message 8 Verify that the selected Maste...

Page 197: ...tions Inviting Team Members If an email invitation never arrives in the team members email account Check the team members SPAM and TRASH folders for misplaced email Verify the entered email address is...

Page 198: ...Start is the only method for emergency access when the batteries are completely depleted Control devices with depleted batteries may lose the correct time when Jump Start is used or anytime batteries...

Page 199: ...cating the device is Connected View the Mobile device screen and ensure the device is connected View the Device Date and Time settings have been set into the device Device Firmware Updates Overnight N...

Page 200: ...ooth communication is generally available up to 30 feet for a Line Of Sight connection Walls and obstacles will reduce communication range Bluetooth communication through walls and doors significantly...

Page 201: ...at maintenance is needed When the Nuisance delay is ignored devices will enter Critical Battery mode and stop operating Devices in critical battery mode do not operate normally or allow access A Pass...

Page 202: ...and system functionality with features not available with ENGAGE When considering a PACS to manage Access Control please consult with Allegion Sales and the PACS provider before registering for a Par...

Page 203: ...edential is not deleted from the lock memory Mobile Credentials Mobile Credentials do not have a limit on door assignments What concerns are there with Control devices and Schedules When assigning Use...

Page 204: ...rformed Verify the Mobile credential is enabled within the lock settings Verify that access has been given to the correct door Mobile credentials are given access to doors the same method as physical...

Page 205: ...Administrators X 11 Assign Users as Managers X 12 Assign Users as Operators X X 13 Manage Users as Administrators X 14 Manage Users as Managers X 15 Manage Users as Operators X X 16 Delete Users as Ad...

Page 206: ...For best viewing results use Chrome Schlage YouTube Channel View how to videos product datasheets and install sheets on your iPhone or iPad iOS Schlage Electronics How To App View how to videos produc...

Page 207: ...al used to unfreeze a lock can be the same credential or a different Freeze credential One Time Use Allows only one attempt with Normal Access granted Schlage Control does not support One Time Use cre...

Page 208: ...and businesses Allegion employs more than 7 800 people and sells products in more than 120 countries across the world Allegion comprises 23 global brands including strategic brands CISA Interflex LCN...

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