Allegion SES20171127F User manual

ENGAGE
Managed Property 7.6.0
User’s Guide

2 • Schlage • ENGAGE Managed Property User's Guide
About this document
About this document
• This User Guide is designed for the Administrators of ENGAGE™ Managed Properties and product
training teams.
• Administrators that intend to use Allegion Physical Access Control Soware (PACS) partners to
manage their property should consult their sales associate.
Table 1.1 Revision History
Revision Date Comments
SES20171127F 20 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 Updates
SES20171127D 07 DEC 2018 Updates to: ENGAGE 6.1.3 MT20W USB Direct Connect
SES20171127C 15 AUG 2018 Updates to: ENGAGE 6.1.1 Device Groups
SES20171127B 01 AUG 2018 Updates to: ENGAGE 6.1
SES20171127A 28 NOV 2017 Initial release: ENGAGE 6.0
Copyright
©2021 Allegion All rights reserved. SCHLAGE is the property of Allegion. All other brand names,
product names, or trademarks are the property of their respective owners.

iii • Schlage • ENGAGE Managed Property User's Guide
Contents
2 About this document
2 Copyright
4 Introduction
4 Purpose
4 Introduction to ENGAGE Technology
5 System and Product Revisions
5 Customer Support
6 Terms and Definitions
7 ENGAGE or PACS Managed Properties
9 Overview of ENGAGE Enabled Products
9 LE and LEB Mobile Enabled Wireless Mortise Locks
10 NDE80 and NDEB
11 Control Mobile Enabled Smart Lock
12 CTE Single Door Controller
13 MT20 Credential Enrollment Readers
13 MT20W Credential Enrollment Readers
14 Wi-Fi Network Requirements
15 Best Practices and Things to Remember
15 ENGAGE System Set-up
15 ENGAGE Device Set-up
16 Control Mobile Enabled Smart locks
17 Factory Default Reset
17 Moving Devices Between ENGAGE Accounts
17 Dual Technology Credentials
18 Daily System and Other Operations
18 Assign New Access
18 Clearing Access Assignments on Existing
Credentials
19 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
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 Reader Defaults
109 Mobile Application
109 Introduction
109 Supported Devices and Requirements
110 Log In
110 Main Menu
110 Devices
113 Users
114 My Team
115 Sites
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

4 • Schlage • ENGAGE Managed Property User's Guide
Purpose
This document provides descriptions of the ENGAGE™ Technology and family of ENGAGE supported
products used by ENGAGE Managed Properties.
With details on the following:
• How to set up an account using the ENGAGE Technology web application.
• How to set up and commission ENGAGE enabled devices.
• How to create sites, create users, add devices, assign credentials, etc.
• With links to training videos, frequently asked questions, and things to remember.
Introduction to ENGAGE Technology
The Allegion ENGAGE technology makes it easy to connect people, openings and access together,
delivering cost-effective intelligence and eciency to any property.
Robust Access Control solutions featuring ENGAGE Technology can be customized to fit any size
business 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, and view audits and alerts from anywhere.
Updates to configuration and access privileges can be sent while physically near the device with an
ENGAGE Mobile application, or, to wirelessly send updates without visiting the device, the
administrator may leverage the existing Wi-Fi network and/or built-in No-Tour capability.
The ENGAGE web and mobile applications will allow enhanced capabilities including audit filtering,
lock schedules, user schedules, and holidays.
Note:ÎAdministrators will save time and effort when setting up an account by:
• Reviewing this document and planning for the hardware implementations
• Understanding how the ENGAGE family of products will be implemented and support the
Access Control requirements.
• Defining all property default settings and schedules
Introduction

5 • Schlage • ENGAGE Managed Property User's Guide
System and Product RevisionsIntroduction
System and Product Revisions
Table 3.1 ENGAGE Enabled Devices and Revisions
System Revision Level
ENGAGE Soware 7.6.0
ENGAGE Mobile Application Mobile App Mobile Device OS
Android 4.6.30 OS 6.0 or above
iPhone 3.3.142 OS 11.1 or above
Locking Devices
Control Mobile Enabled Smart Locks 04.09.02
Control 03.10.01
LE Wireless Mortise Locks 01.10.05
LEB Wireless Mortise Locks 03.08.06
NDE80 Wireless Cylindrical Locks 02.15.03
NDEB Wireless Cylindrical Locks 03.08.06
CTE Single Door Controllers 01.06.06
Credential Readers and Controllers
RMRU 01.03.06
MT20W 40.04.00
MT20 39.00.00
The latest firmware and soware versions are available on the ENGAGE Support Resources website.
When updates are available, the latest firmware release notes are provided here for additional details.
Note:ÎAllegion strives to provide the best products and service for our customers and will update
firmware and soware periodically. As a result of periodic updates, your system or devices
may be at a newer revision level than represented in this document.
BEST PRACTICE: Periodically check for new versions of mobile applications and
firmware. Mobile applications may not automatically update.
Customer Support
Website ENGAGE Support Resources
Document Library ENGAGE Document Library
Email [e-mail]
Phone [phone] then option 2, option 2
Monday – Friday from 8 am to 8 pm EST, closed holidays

6 • Schlage • ENGAGE Managed Property User's Guide
Terms and DefinitionsIntroduction
Terms and Definitions
Terms
Bluetooth: An open wireless technology standard for transmitting/exchanging data between fixed
and Mobile devices over short distances. Operates in the 2.4Ghz range shared with Wi-Fi.
Credentials: Authorization for access. These can be physical cards and FOBs, or they can be Mobile,
or NFC enabled using a Mobile device.
Commissioning: Commissioning a device enrolls the device into ENGAGE, defines the device name,
and prepares the device for later setup steps.
Mobile Credential: A credential stored on a Mobile device. Requires the Schlage Mobile Access
application and site administration assignments
Mobile Device: The device carried by the user. May be an iPhone or Android or Tablet.
NFC: Near Field Communication
PACS: Physical Access Control Soware (PACS) is property management soware provided by
others.
Site and/or Property: The term ‘site’ is used interchangeably 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 audit information into ENGAGE
Wi-Fi: Wireless local area network technology for connecting computers and electronic devices to
each other and to the Internet. Wi-Fi is an abbreviation for wireless fidelity.
Connect Data Rate: A typical router setting. IT professionals use this setting to force a minimum data
rate for each device to associate with the Wi-Fi access point to not allow slow talkers to join –
improves overall Wi-Fi performance.
Notes, Cautions and Warnings
Note:ÎA Note is a helpful hint to help to understand how items may be related or used effectively. If
a Note is not followed some features may not work as intended.
CAUTION: A Caution is a topic that may or may have unintended consequences. If a
Caution is not followed the system or feature may not function properly or as expected.
WARNING: A Warning is a topic that indicates the system won’t work as intended. If a
Warning is not followed the system or feature will not function properly or as intended.

7 • Schlage • ENGAGE Managed Property User's Guide
ENGAGE or PACS Managed PropertiesIntroduction
ENGAGE or PACS Managed Properties
Administrators will need to decide which type of Access Control management system they will be
using with the ENGAGE enabled devices.
There are two basic options:
• Use the free ENGAGE Cloud-based soware and mobile applications offered by Allegion for robust
property-wide access control and monitoring.
• Use soware managed by Allegion’s Physical Access Control Soware (PACS) providers for
additional features and access control and management by others.
ENGAGE Managed Properties
The ENGAGE Managed Properties are managed using the free ENGAGE Web and Mobile applications.
An ENGAGE Managed Account provides these options:
• A system managed with ENGAGE Web and Mobile 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 door openings
PACS Managed Properties
Our Physical Access Control Soware (PACS) partners integrate and support our portfolio of
electronic hardware to provide solutions that securely and eciently control access for openings
throughout a facility.
Using a PACS soware system provides a broader set of features and capabilities to meet the most
demanding security needs.
• The network system is managed by PACS soware and a service provider
• A self-management system is operated by the property owner
• Real-time device and system updates (where applicable)
• Expanded capacities for credential management and door openings
• Additional features such as video capabilities and enhanced security
WARNING: When planning to use a PACS system, please consult your Allegion sales
associate and PACS provider

8 • Schlage • ENGAGE Managed Property User's Guide

9 • Schlage • ENGAGE Managed Property User's Guide
The ENGAGE enabled products described in this section are used with the ENGAGE technology
cloud-based web and Mobile applications.
LE and LEB Mobile Enabled Wireless Mortise Locks
LE and LEB Wireless Mortise locks simplify
installation by combining the lock, credential
reader, door position sensor and request-to-
exit switch all in one unit.
LE and LEB is ideal for oce and suite entries,
conference rooms, common area doors,
resident units, and sensitive storage areas
with a mortise door prep.
Built-in Bluetooth enables LE and LEB
wireless locks to connect directly to smart
phones and tablets with no need for a
proprietary handheld device for set-up and
configuration.
LEB versions of the Schlage Wireless mortise
lock include the optional convenience of
Mobile Credential access. Your Mobile phone
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 and LEB Wireless Mortise locks to connect directly to an existing Wi-Fi network
enabling automated updates to lock configuration and user access to be accomplished overnight.
With the ENGAGE cloud-based web and Mobile applications, it’s easy to configure lock settings, add
users, and view audits and alerts from virtually anywhere.
Schlage LE wireless mortise lock product family details:
• Mortise lever lock
• Deadbolt (optional)
• Two escutcheon styles (Greenwich – Addison)
• Mechanical key override
• 4 AA Batteries required (Alkaline only)
• Wireless communication: Bluetooth and Wi-Fi connectivity
• Always allows egress
• Storeroom, Apartment, Oce, and Privacy functions available
• Construction mode is based on MASTER and USER access construction credential enrollments
Greenwich Addison
Fig. 4.1: LE and LEB Wireless Mortise Lock
Overview of ENGAGE Enabled Products

10 • Schlage • ENGAGE Managed Property User's Guide
NDE80 and NDEBOverview of ENGAGE Enabled Products
NDE80 and NDEB
Mobile Enabled Wireless Cylindrical Locks
NDE80 and NDEB Wireless Cylindrical Locks simplify
installation by combining the lock, credential reader,
door position sensor, and request-to-exit switch all in
one unit. The NDE product family is ideal for oce and
suite entries, conference rooms, common area doors,
resident units, and sensitive storage areas with a
cylindrical door prep.
NDEB versions of the Schlage Wireless cylindrical lock
include the optional convenience of Mobile Credential
access. Your Mobile phone can be used as your access
credential instead of requiring a physical card or fob
credential. Field upgrade kits are available 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 user
access privileges to be accomplished over-night.
With the ENGAGE cloud-based web and Mobile
applications, it’s easy to configure lock settings, add
users, and view audits and alerts from virtually
anywhere.
Schlage NDE wireless cylindrical lock product
family details:
• Cylindrical lever lock
• Mechanical key override
• 4 AA Batteries required (Alkaline only)
• Wireless communication: Bluetooth and Wi-Fi connectivity
• Mobile Credential access
• Internal Push Button (IPB) can be configured for additional functions
• Always allows egress
• Storeroom function only (NDE80)
• Storeroom, Oce, Privacy, and Apartment functions (NDEB)
• Construction mode is based on MASTER and USER access construction credential enrollments
NDEB
NDE
Fig. 4.2: NDE80 and NDEB Wireless
Cylindrical Locks

11 • Schlage • ENGAGE Managed Property User's Guide
Control Mobile Enabled Smart LockOverview of ENGAGE Enabled Products
Control Mobile Enabled Smart Lock
The Schlage Control Mobile Enabled Smart locks were
designed specifically for multifamily resident doors and
support for the advanced No-Tour access programming
features.
The Schlage Control Smart Interconnected Lock adds a lever
lock, below the deadbolt that will also retract the deadbolt on
exit and allows for one-motion egress.
Residents will appreciate the security and convenience of
using a Mobile phone and/or physical credentials to open their
doors today.
Newer versions of the Schlage Control Smart Locks include
the optional convenience 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 manufacture in
July 2019 and the newer product can be identified by a small
“White” dot on the face of the deadbolt between its “Jump
Start” connections. See Fig. 4.3: Schlage Control Deadbolt
identifying mark.
Schlage Control Mobile Enabled Smart locks
details:
• BE467 – Deadbolt
• FE410 – Interconnected cylindrical PASSAGE lever lock and
Deadbolt providing single motion egress
• No mechanical key
• Battery “Jump” provided from outside (using a +9Vdc
battery)
• 4AA Batteries required (Alkaline ONLY)
• Wireless Communication: Bluetooth (ONLY)
• Always allows egress
• Construction Mode is based on credential Facility Code (FC)
only
Fig. 4.3: Schlage Control Deadbolt
identifying mark
BE467
FE410
Fig. 4.4: Control Mobile Enabled
Smart Locks

12 • Schlage • ENGAGE Managed Property User's Guide
CTE Single Door ControllerOverview of ENGAGE Enabled Products
CTE Single Door Controller
The CTE is an ENGAGE enabled single opening
controller that allows perimeter and common area
openings to be managed.
The CTE single door controller is designed for
flexibility and is managed with ENGAGE web and
Mobile applications.
The CTE is designed to work with Schlage multi-
technology wall mounted credential readers and
interface with an electrified lock, electromagnetic
lock, electric strike, automatic operator, or exit device
to control an opening.
When used with the Mobile Credential Enabled wall
mounted readers (MTB11/MTB15), the CTE includes
the optional convenience of Mobile Credential
access. Your mobile phone can be used as your
access credential instead of requiring a physical card
or fob credential.
CTE single door controller with multi-technology reader details:
• Indoor use only (-31F to +151F)
• Externally powered: +12Vdc or +24Vdc @ 500ma
• Power-Over-Ethernet; POE, or POE+
• Wireless communication: Bluetooth and Wi-Fi
• Provides power directly to the Schlage 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 Schlage
MT11-485 or MT15-485 and MTB11-485 and MTB15
credential readers
• Construction mode is based on MASTER and
USER access construction credential enrollments
• All new CTEs ship with a MTB by default.
Mobile Enabled Multi-Technology Wall
Mounted Readers
Multi-technology wall mounted readers are designed
to simplify your access control solutions and are
designed to work with the Schlage CTE.
Multi-technology readers will allow a transition from existing population proximity credentials to a
more secure encrypted Smart card technology without having to change readers as new technologies
are available.
Mobile Enabled Multi-Technology Wall Mounted readers are identified by the Bluetooth symbol on the
cover. See the symbol below:
Earlier versions of this reader, without this Bluetooth symbol will not support Mobile Credentials.
Older MT and SM series readers can be easily replaced with MTB series readers to enable Mobile
Credentials.
Fig. 4.5: CTE Controller and Wall Mounted
MT15-RS485 Reader
Fig. 4.6: Mobile Credential Enabled
identifying symbol
Fig. 4.7: MTB11-RS485 and MTB15-RS485
Readers

13 • Schlage • ENGAGE Managed Property User's Guide
MT20 Credential Enrollment ReadersOverview of ENGAGE Enabled Products
MT20 Credential Enrollment Readers
The Schlage MT20 Multi-Technology Enrollment Reader
simplifies the enrollment of smart and multi-technology
credentials.
The MT20 will use the computer USB port for power
and communication.
There are no installation or setup processes needed for
the MT20.
The MT20 uses a Human Interface Device (HID)
Keyboard Interface and requires the user to put the
computer cursor in the desired data field to receive the
credential data when a credential is presented.
The MT20 is an ISO 14443 and ISO 15963 contactless
credential reader, and is compatible with Schlage smart
credentials, PIV credentials and most proximity
credentials up to 37-bits.
MT20W Credential Enrollment Readers
The Schlage MT20W multi-technology enrollment reader is designed to simplify the enrollment 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 account the ENGAGE No-Tour feature is automatically
enabled.
The MT20W will use the computer USB port for power and may be setup to use a locally available
Wi-Fi network for communication to ENGAGE or the MT20W may use the wired USB port for
communication with ENGAGE.
Schlage MT20W: Credential enrollment and programmer details:
• Powered by a standard computer USB connection, or USB power block
• Communicates with ENGAGE via local Wi-Fi network or computer USB
• Uses Bluetooth Low Energy (BLE) connection when commissioning
• The MT20W is used to enroll user credentials into the ENGAGE Managed Account and to program
smart card credentials for access updates using No-tour
Note:ÎMT20W Reader reads Smart Cards only; it does not read prox cards.
• MT20 will only
read the credential
access ID
• The MT20 will not
write information
to a credential
• The MT20 is not
compatible with
the No-Tour
ENGAGE feature
Fig. 4.8: MT20 Fig. 4.9: MT20W

14 • Schlage • ENGAGE Managed Property User's Guide
Understanding and planning the Wi-Fi environment before starting an account is a good first step.
Although, Wi-Fi connectivity is not required for basic ENGAGE operation, using a convenient Wi-Fi
communication connection across the property and enabling nightly device updates will greatly
automate and simplify daily management operations.
The local IT professional should check the Mandatory Connect Data Rate router setting when
ENGAGE devices fail to associate with the local Wi-Fi network.
The Automatic Mandatory Connect Data Rate is a typical router setting IT professionals use to force
a minimum data rate for each device to associate with the Wi-Fi access point.
The Connect Data Rate setting is intended to increase Wi-Fi network performance and not allow
weak signal or slow data rate devices to connect.
Table 5.1 Wi-Fi Network Requirements
Required Wireless Frequency 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 MT20W
Note:ÎNDEB, LE, LEB, CTE and RU/RM do not have any
mandatory data connection data rates concerns. They
adhere to the data rates defined by the 802.11 b/g/n
specifications.
Wi-Fi Network Security Types WPA2 (PEAP)
Wi-Fi SSID:
case sensitive
and must be
EXACT
USERNAME
PASSWORD *
WPA2
Wi-Fi SSID:
case sensitive
and must be
EXACT
PASSWORD *
NOT RECOMMENDED
WEP
Wi-Fi SSID:
case sensitive
and must be
EXACT
PASSWORD *
Open
No Wi-Fi
security
No Password
* Password Must be 64-character length (max) and English alpha-numeric and
special characters allowed – per local IT requirements
• Please review the
following Wi-Fi
Network and
supported device
requirements with
the local IT
Administrator
• Control Mobile
Enabled Smart
Locks do not
support Wi-Fi
network
connectivity while,
NDE, NDEB LE,
LEB, and CTE
devices may be
configured to
utilize the local
Wi-Fi network for
daily updates and
automated system
maintenance
Wi-Fi Network Requirements

15 • Schlage • ENGAGE Managed Property User's Guide
ENGAGE System Set-up
• Administrators who review and confirm default settings before commissioning the first device, will
save time setting up their property and should not require device Sync updates aer commissioning.
• Before commissioning any devices, the Administrator should confirm:
• Will the property use MASTER CREDENTIALS? If so, enable the Master Credential feature with
the ENGAGE Web Application, now.
• Are all “Schedules” defined and properly entered into ENGAGE?
• Then commission the MT20W as the first commissioned device.
• Determine property wide default User Expiration date. ENGAGE defaults all User Expiration Dates to
five (5) years aer enrollment automatically.
• Property device schedules should be defined before any device is commissioned. A schedule made
or edited aer a device is commissioned, will require Sync device updates before the new or
updated schedule is followed.
• Common area access Device Groups 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 commissioned before they are available to be selected for a Device
Group.
• Aer assignment of a door into a Device Group, that device will requires Sync before the device
knows which group it is assigned.
• Each User/Resident should NOT be assigned more than one credential.
ENGAGE Device Set-up
• Define the property wide Device Settings before commissioning devices.
• For best reader response and improved battery life, it is recommended to disable the Prox or Smart
credential technology on multi-technology readers that is not needed or used.
• For locks that are in spotty Wi-Fi network areas, use the Mobile device data connection and turn off
the lock Wi-Fi for better Sync performance.
• Normal Reader sensitivity is recommended for most properties.
• Reader sensitivity may be set to HIGH or MAX and is most useful when small format FOB
credentials are in use.
Both HIGH and MAX
reader sensitivity
settings reduce device
battery life
Best Practices and Things to Remember

16 • Schlage • ENGAGE Managed Property User's Guide
Control Mobile Enabled Smart locksBest Practices and Things to Remember
Control Mobile Enabled Smart locks
• Control devices do not support Wi-Fi connectivity.
• Every door access or device setting update MUST use the local Sync
(Door File updates) process and the ENGAGE Mobile Application.
• Control devices require a Sync at the nearby device using the
ENGAGE Mobile Application to gather audits.
• Control devices do support User Schedules; however, Control devices
do not support Holiday Schedules, or Door Schedules programming
because they do not apply to manual deadbolt operation.
• Control construction mode enrolls the Facility Code of the first card
presented.
• Control construction mode will allow ALL OTHER credentials with the SAME Facility Code to have
access.
Schedules
• Schedules can ONLY be created or modified by the ENGAGE Web Application.
• All devices are programmed with the same set of User Schedules defined by ENGAGE at that time.
• Administrators should define ALL schedules needed in the property before commissioning any
device.
• Otherwise every installed and commissioned device may require reprogramming when a new
schedule is made or updated.
• A schedule change will require the Administrator to program each door.
• User Schedule start/stop times and day-of-the-week settings are programmed 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/Expiration settings to enable and disable dates.
• User credentials that are allowed to “Expire” will be available for reuse with all 11 sectors available
for reprogramming
• A device Sync (door file update) is needed to communicate new schedule settings to a device.
• No-tour device programming DOES NOT update device schedule.
Master Credentials
• Consult the local authority to ensure that Master Credential programming is allowed at the property
location.
• When Master Credentials are defined or deleted ALL devices MUST be Sync updated.
• Device Sync (Door File updated) is required to enroll or remove the Master Credential.
• Master Credentials MAY NOT be reused.
Update ICONS
• Device and User Update ICONs within the ENGAGE Web and Mobile Applications indicates a
device change has been entered into ENGAGE, and the device or the credential requires updating.
• Credential Update ICONs within the ENGAGE Web and Mobile Applications indicates
a change has been entered into ENGAGE, and the credential requires updating.
• Credential Update ICONs are provided next to the credential name any time the credential has
changes or updates pending and the credential needs to be programmed.
CAUTION:
Control device Audit
information is stored in
a circular buffer. The
oldest audits may be
overwritten by the
latest Audits when
audits are not routinely
gathered in a timely
manner.

17 • Schlage • ENGAGE Managed Property User's Guide
Factory Default ResetBest Practices and Things to Remember
Note:ÎThe credential update ICON remains until the credential is successfully programmed with
the desired changes. Changes are not valid until the credential is presented to affected
doors/devices.
• Device Update ICONs are provided next to the device name, any time the device has changes or
updates pending, and the device needs to be programmed.
Note:ÎThe device update ICON remains until Audit information is returned to let ENGAGE “KNOW”
the update at the door has been accomplished. Once an update is acknowledged in a
returned Audit, ENGAGE removes the Update ICONS
Factory Default Reset
• Factory Default Reset (FDR) is used to recover a device that was previously commissioned or in
Construction mode.
• FDR does not remove the device from its ENGAGE account when previously commissioned.
• FDR returns the device to its out-of-the-box configuration, with one exception:
• Administrators may DISABLE Construction Mode aer commissioning on NDE, LE and CTE family
of products.
• FDR will not RESET the Block Construction setting when Disabled.
Moving Devices Between ENGAGE Accounts
• To move a device to another, ENGAGE account:
• Delete the device from the original ENGAGE account to make it available in the new ENGAGE
account.
• Perform a Factory Reset Default (FDR) on the device to return it to the out-of-the-box settings
• Commission the device into the new ENGAGE account.
Dual Technology Credentials
• “No Tour” capable multi-tech devices can be configured to disable proximity credentials for better
performance and battery life.
• When proximity technology is disabled, the device will no longer “look” for unnecessary
credentials and the user experience of presenting credentials to a device for access will provide
faster response.
• Use the Property Wide credential settings to disable proximity credentials automatically while
commissioning devices
• Wall mounted readers used with Schlage CTE requires a Configuration Card to disable Proximity
Credentials.

18 • Schlage • ENGAGE Managed Property User's Guide
Daily System and Other Operations
This section describes a few of the day-to-day operations that need to be performed by ENGAGE
Administrators, Managers, and Operators.
Assign New Access
To allow access to specific areas, the following steps are needed:
1. Add User.
2. Add a Physical Credential to a User or Add a Mobile Credential to a User to be used for access.
3. Assign Access privileges to the individual user.
4. The assigned doors will need Synchronization before the new user and access assignments will
be valid.
Clearing Access Assignments on Existing Credentials
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.
Follow these steps to clear all the current door assignments on a physical credential.
1. Log In.
2. Go to the Access card.
Note:ÎSee Assign Access for help.
Fig. 7.1: Set Expiration Date to Expire “Today”
3. From the Assign To: button: select Device, set each of the assigned individual lock Expiration to
the current “Todays” date.
4. From the Assign To: button: select Groups, set each of the assigned Door Groups Expiration to
the current “Todays” date.
5. Select Save to update the credential details.

19 • Schlage • ENGAGE Managed Property User's Guide
Resident Move Out ProcessesDaily System and Other Operations
6. To complete this process, the credential must be updated with “todays” expiration setting and
then stored away until “Tomorrow”.
a. Follow the update the credential process to program the credential with newly defined
expiration settings.
b. Tomorrow (aer the credential has “Expired”) all 11 door assignments will again be available
for new assignment.
Resident Move Out Processes
When a resident moves out, it is important to recover the credentials and plan for the credentials next
use. The Administrator may follow one of these methods for credential reuse.
New User Waiting for Space & Credential Returned
Use this method if a new tenant is moving in at the same time the previous tenant is moving out
and access rights are the SAME.
1. In the ENGAGE application under the previous resident’s User record, edit and remove the
previous resident’s name and reenter the name of the new resident.
2. Edit the Email Address, ADA, and the 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:ÎThe previous ENGAGE User Audit information is maintained for history and any new
accesses resulting from this credential reuse are reported with the new residents’ name.
Resident Moves Out - Credential returned to stock
Use this method when a credential is returned but it is not immediately being reissued to a new user
with the same access. 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.
To return a previously programmed credential to stock, follow the “Clearing Door Assignments”
section above.
Credentials with cleared door assignments can be treated as new and reissued to a new user without
any restrictions.
Resident Moves Out - Credential Not Returned
Use this method when a resident moves out and their credential is not returned.
When a resident moves out without returning their access credential, the Administrator must delete
all access assignments and Sync each door that the missing credential had access.

20 • Schlage • ENGAGE Managed Property User's Guide
Remove User and Access from ENGAGEDaily System and Other Operations
Updating door access to remove a credential will require one of the normal update options to be
performed: Sync, Over-night update or No-Tour.
WARNING: A lost credential or a credential not returned when moving out must have its
access removed and be immediately removed (Sync) from all assigned devices to ensure
security.
No-Tour Resident Moves Out
When a resident moves out, the Administrator may follow one of these methods for physical
credential reuse:
1. If a new resident is moving in at the same time an old resident is moving out, and their access
rights are to be the SAME, the Administrator may choose to:
a. Rename the old resident in ENGAGE with the new resident name.
b. Hand the returned credential to the new resident.
Note:ÎThe previous ENGAGE User Audit information is maintained for history and any new
accesses resulting from this credential reuse, are reported with the new residents’ name
2. If a credential is just being returned (not re-issued), follow these steps to take control of the
returned 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 Expiration date to “Today”.
c. Remove (delete) all access assignments currently assigned to the credential.
d. Successfully program the credential with the Schlage MT20W.
Note:ÎThe returned credential is now unassigned and has no door assignments. Tomorrow,
aer midnight of the programmed Expiration date, the credential will be available for
use and reassignment as a new credential.
Remove User and Access from ENGAGE
To completely remove a user and their credential access from ENGAGE, the Administrator will need to
“Clear access assignments” on the current credential and delete the user from ENGAGE.
Follow these steps to remove the user and salvage their assigned credential.
1. Open the ENGAGE™ Web Application.
2. Select the USERS tab and the specific User to have be removed and credential deleted on the
Users tab.
3. Follow the “Clearing access assignments on existing credentials” section to set the credential to
expire “Tomorrow”.
• This will make all 11 door assignment sectors available when the credential is reused.
4. Aer the credential has expired, the user may now be Deleted.
5. Select the user to be deleted. (Existing User).