Stratis engage setup

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StratIS Engage Setup Version 3.0


Index 1. Overview 2. Activate Accounts 3. Commission Locks using ENGAGE 4. Program Locks using StratIS Sphere 5. Commission MT20W


Document Overview This document is the site setup guide for StratIS when using Allegion ENGAGE technology locks. This includes use of BE467 and FE410 resident locks. For information on how to order ENGAGE technology based locks for your property please contact your preferred StratIS Certified Professional.


Component Overview There are four components involved in setting up StratIS with your Control locks as shown above. Each component’s role is summarized in the boxes below the respective images.

MT20W card reader - is a device by Allegion that is used in conjunction with the StratIS Sphere Management App to program no-tour smart card keys. This device must be commissioned by the ENGAGE App before use on your property.

ENGAGE App - is used to commission card readers and Control door locks. The MT20W and Control door locks will not work without first being commissioned to your property. The Engage App also allows you to manage your commissioned devices to add/remove card readers and locks. BE467/FE410 (Control) locks - are battery powered, Bluetooth locks by Allegion. These locks must be commissioned by the Engage App before programming the door with StratIS. Smart cards will not work with the Control locks until the door has been programmed.


StratIS Sphere Management App - is used to program doors, make smart card keys, manage property layouts, etc. It is used in conjunction with the MT20W card reader to make smart card keys for Control locks. Separate training on how to use the app can be found at http: //stratisems.com/resources-2/webinar-request/. Throughout the remainder of this document we will refer to the MT20W card reader as MT20W, the ENGAGE App as ENGAGE and the StratIS Sphere Management App as the StratIS App.

Process Overview

This image outlines the process needed to successfully program door locks. Further instructions on each of the steps are explained below.


Activation Overview Overview Once your site’s property layout has been approved and has been moved into production, you will receive two e-mails regarding account activations from Allegion and StratIS. These accounts will be used to login Engage and the StratIS App respectively. ENGAGE Account Activation To activate your Allegion account please follow the instructions below: · Open e-mail from allegion.automated@allegion.com for account activation · Click "Accept this Invite" in the e-mail · Accept the terms and conditions · Follow instructions to create account o If you already have an Engage account click "click here to sign in" ·

Success displays "The devices in xxx are being managed with software from one of our Alliance Partners."

For any issues please call Allegion's support line: 800-847-1864, option 3


Activation Overview Cont. ENGAGE Login Test StratIS recommends using the iPhone or iPad version of the ENGAGE App. Please download the app with the following instructions: · Open “App Store” app on an iPhone or iPad · Search for “Engage” · Select and install the app · Log into the app using the e-mail address and password for your account If there are problems logging in please call Allegion's support line: 800-847-1864, option 3

StratIS Account Activation To activate your StratIS account please follow the instructions below: · Open e-mail from support@StratISEMS.com for account activation · Click "Accept this Invite" in the e-mail · Follow instructions to create account For any issues please e-mail support@StratISEMS.com

StratIS Login Test To activate your StratIS account please follow the instructions below: · Open the StratIS app on the tablet or go to http://StratISSphere.net


Commission Locks Using Engage Prepare the Lock · Power the lock with four AA batteries · Put the lock in the “unlocked position” o If position sensor was not set correctly as per the instructions the lock may believe it is locked instead of locked. Get the Name of the Lock from StratIS · Verify StratIS Tablet has internet service · Open the StratIS Sphere App · Sign in with your StratIS credentials · If you have multiple sites select your site · Tap “Manage Property”, and then “Property Layout” · Navigate to the the unit number being configured · Tap on the unit and read the name of the lock to be set up Log into ENGAGE · Verify device using ENGAGE has internet service · Open the ENGAGE App · Sign in with your ENGAGE credentials · If you have multiple sites select your site


Commission Locks Using Engage Cont. Add the Lock Using ENGAGE · On the “Connect” tab, select the “+” to add a new device · Select “OK” on the “Commission Device” pop-up · Select your lock o Only locks not added to another property will show up on the list o Only locks that are factory reset will show up on the list o Only locks that are unlocked will show up on the list o If you know the serial number it may be easier to find in the list o When you select the correct lock you will see it blinking red · Make sure the device you’re commissioning is blinking then select “Yes” for “is device blinking” · Enter the name of the unit exactly as you see it on StratIS · Select “Finish” For any issues with commissioning please contact support@stratisems.com


Program Locks Using StratIS Sphere After commissioning the lock from Engage, you must program your door before you are able to make smart cards for the door locks to read and open doors. To do this you must: Download Door Files · In StratISSphere App, go to: Actions → Manage Property → Door Operations → Download Door Files · Select the sections of the property to download latest files for, or select all via the checkbox at bottom · Click Download · The dialog should show that the download completed · Door File Count may change if you added new doors Connect tablet to door · Go to: Actions → Manage Property → Door Operations → Connect to Bluetooth · Tap the lock you want to program If you do not see the lock, you many need to scroll down to see the lock · The name will then turn green and the lock will start flashing red · Tap "Scan Again" if your lock does not appear, or you selected the wrong one · Tap "Done" once the correct lock is selected and flashing Programming Lock · Tap "Program Door" · Once programming is complete the lock will be disconnected


TroubleShooting Troubleshooting If you are experiencing issues or have further questions on setting up your Control locks please see http://help.stratisems.com for a full list of articles that may resolve your issue.


Commission MT20W Prepare the MT20W · Plug the MT20W into a power source (do not plug into tablet) Log into ENGAGE · Verify device using ENGAGE has internet service · Open the ENGAGE App · Sign in with your ENGAGE credentials · If you have multiple sites select your site Commission MT20W Using ENGAGE · On the “Connect” tab, select the MT20W to be commissioned o This step assumes you are receiving a MT20W added by StratIS · Tap “Next” to configure WiFi · Wi-Fi: enter your Wi-Fi’s name (case counts) · Security: select “WPA2” or “WPA2 (PEAP)” depending on your network · Password: enter your Wi-Fi’s password, it has to be exact, case counts · Config: should stay set to “DNS” · Server: should remain as set:


Commission MT20W Cont. o For production: allegion-api.stratisems.com o For demo: demo.stratisems.com · Security: should remain as “Secured” · Tap “Save” · Your MT20W should be blinking blue rapidly, select “Disconnect Device” Your MT20W is now configuring itself and will continue to blink blue or blue/red. This may take some time. Please be patient and do not remove the MT20W from the power source. If you see a solid blue light, it means your configuration was successful and your MT20W is ready to be used. If you see a solid red there was an error configuring your MT20W device. Please check that your Wi-Fi and API server information was entered correctly.


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