Migration Steps
Migration Date Confirmation
- Confirm cutover date with property manager and Zentra Customer Success Team
- Communicate with all stakeholders about timeline
- Ensure property staff are prepared for brief transition period
Migration Day Procedures
What Happens During Migration
Timeline:
Migration activities are performed during business hours. And currently takes a total of 24-36 hours to complete.Migration Day Checklist
Zentra Customer Success Team Activities
Step 1: Zentra Team creates new site with imported Engage data.
- Log in to new Zentra site
- Perform cleanup tasks as needed
- Invite users (admins/operators without credentials who were not auto-imported)
- Add any new credential/user records
- Configure any new Pass-Through credentials if required
- Assign “all user groups” to migrated Engage Master credentials before initial sync
Integrator Activities
Step 2: Syncing of Devices (CRITICAL)
- Sync ALL devices on site using Zentra mobile app
- This step is mandatory before site conversion. Credential programming will not be allowed before all devices are synced.
Step 3: Wireless Device Configuration
- NDE/LE/CTE devices: Verify WiFi settings are enabled, and configured properly. This can be confirmed by doing a WiFi check in using the Zentra mobile app.
- NDE/LE devices will be configured to check in every 24 hours. CTE devices are configured to check in every 15 mins. Both of these can be modified per the property preference.
Step 4: Commission new devices & Complete Training
Once all the conditions are met, the Engage site will be officially disabled. and the Customer Success team will help with the following:
- Ensuring that any new devices can now be commissioned and added
- Add Schlage RC as enrollment reader
- Verify ability to program new credential
- Conduct Property Staff Training on Zentra
- Zentra interface differences from Engage
- How to add/modify users and credentials
- How to generate reports
- Basic troubleshooting
- Support contact information