IT setup and handover

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Audience: Administrators, IT administrators and installers. Property managers use the handover checks and support instructions.

IT setup and cloud transfer

IT administrators commission supplier accounts and complete cloud transfer using IT setup and cloud transfer.

Installer mobile checklist

Accept the installer invitation before work. If the property is missing from the installer app, ask your IT administrator to invite you and remove old invitations. Use the property screen to obtain supplier credentials and Wi-Fi details. Supplier credential access normally lasts 24 hours. Skip the parcel box or chime steps when the property has no corresponding device. The installer home screen is a map with a Properties drawer. It has no Sites tab.

1. From the installer home map, open the Properties drawer.
2. Expand Commissioning.
3. Select the assigned property.
4. Find Rooms & Devices.
5. Check the floor plan and device guides.
6. Install each device according to its guide.
7. Use the exact device names shown in the app.
8. Open the parcel box card under Rooms & Devices, if present.
9. Complete its serial/QR and Wi-Fi setup.
10. Retry parcel box setup after it comes online.
11. Return to the property screen.
12. Open the chime card under Rooms & Devices, if present.
13. Test the doorbell chime.
14. Select Confirm chime installed after a successful test.
15. Return to the property screen.
16. Select Refresh devices.
17. Resolve every blocking error.
18. Scroll to Finish Commissioning.
19. Check All Devices Connected.
20. Select Take Picture.
21. Photograph the front door with the property number visible.
22. Wait for Commissioned property status.

Warnings do not block commissioning. They can still require corrective work. The chime needs a physical test because cloud discovery cannot detect it. Photo processing completes the property commissioning step.

Complete cloud handover

After the property shows Commissioned, follow Cloud transfer.

Add or replace devices

Device record changes require the full Administrator role. An IT Administrator account alone cannot add or remove these records. Ask an administrator for these changes if access is denied.

1. From the admin home screen, select Sites in the main menu.
2. Select the site.
3. Select Properties.
4. Select the property.
5. Select IT Admin.
6. Select Devices.
7. Select Add Device.
8. Enter Device Name.
9. Select Existing Room, or create a New Room.
10. Select the guide under Device Type.
11. Select Fixing Type.
12. Select Add Device.
13. Install the physical device.
14. Pair the device with its supplier service.
15. Open IT Admin → Operations on the property page.
16. Select Sync Devices.
17. Review the discovery results.
18. Verify the device's room, state, and available controls.

Sync Devices runs discovery before it updates the property service.

Add Floor Plan imports devices from an existing site layout. It does not upload a replacement drawing.

1. From the admin home screen, select Sites in the main menu.
2. Select the site.
3. Select Properties.
4. Select the property.
5. Select IT Admin.
6. Select Devices.
7. Select Add Floor Plan.
8. Select the layout.
9. Select the required floors.
10. Check the import summary.
11. Select the Add … Devices button.
12. Check the imported devices and rooms.

Import skips duplicate names and incomplete or unknown device rows. It reuses matching rooms or creates missing rooms. There is no single replacement action. Use Remove devices, then Add or replace devices. Complete the replacement's connection and control checks.

Change a device name

1. From the admin home screen, select Sites in the main menu.
2. Select the site.
3. Select Properties.
4. Select the property.
5. Select Floor Plan & Devices.
6. Find the device under Rooms & Devices.
7. Select the device's Rename device icon.
8. Enter the new name.
9. Select Save name.

This changes the property record. It does not rename the device in its supplier service. Ask IT to check supplier naming before the next discovery run.

Remove devices and recover errors

Record the old device's name, room, type, and supplier identifier before deletion.

1. From the admin home screen, select Sites in the main menu.
2. Select the site.
3. Select Properties.
4. Select the property.
5. Select Floor Plan & Devices.
6. Find the device under Rooms & Devices.
7. Select its delete icon.
8. Select Delete Device.
9. Remove other supplier registrations manually, where applicable.
10. Open IT Admin → Operations on the property page.
11. Select Sync Devices.
12. Verify removal from the property and supplier accounts.

Deletion is permanent. Applicable SmartThings removal must succeed before local deletion. Use Skip SmartThings removal only after confirming cloud removal or reconciling supplier records manually. Deleting a local record does not remove Yale, Daikin, Aidoo, or parcel box registrations.

The recovery controls are under Sites → site → Properties → property → IT Admin → Operations. For missing events, use Register Yale Webhooks or Refresh ST Subscriptions. For credential changes, use Sync Credentials. Use Recalc Energy for incorrect aggregates and Test Notification for push checks. Escalate persistent failures with the property, device, time, error text, and completed checks. Exclude passwords and tokens.

Delete IT Setup removes configuration; it does not reset the property status. Delete Property removes property data and access records. It requires separate supplier cleanup and does not permit occupied-property deletion.