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Onboarding checklist for new and existing customers

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Eptura Engage product requirements

The following Eptura Engage products and services are required when integrating occupancy sensors with Eptura Engage:

  • Eptura Device Hub
  • Eptura Engage Cloud*
  • Eptura Engage Cloud calendar service
  • Eptura Engage API service

View additional requirements and a technical diagram in Technical information

*To ensure the best experience and outcomes when integrating your sensors with Eptura Engage, the Eptura Engage Cloud implementation must be configured as recommended. Learn more about best practices and recommendations for Eptura Engage

Quick checklist for new and existing Eptura Engage customers

Requirements are broken down for new Eptura Engage customers and existing Eptura Engage customers in the checklists below.

New Eptura Engage customers
  • Eptura Device Hub
  • Eptura Engage Cloud
  • Eptura Engage Cloud calendar service
  • Eptura Engage API service
Customers with existing Eptura Engage Cloud implementation (no Device Hub)

If you already have Eptura Engage implemented in your organization but do not have Eptura screens installed, you need the following when integrating occupancy sensors with Eptura Engage:

  • Eptura Device Hub
  • Eptura Engage Cloud calendar service
  • Eptura Engage API service
Customers with existing Device Hub implementation (no Eptura Engage Cloud)

If you are already managing your Eptura screens with the Eptura Device Hub but you don't have Eptura Engage Cloud, you need the following when integrating occupancy sensors with Eptura Engage:

  • Eptura Engage Cloud
  • Eptura Engage Cloud calendar service
  • Eptura Engage API service
Customers with existing Eptura Engage Cloud and Device Hub implementation

Existing Eptura Engage customers with both the Eptura Engage Cloud and the Eptura Device Hub implemented need the following when integrating occupancy sensors with Eptura Engage:

  • Eptura Engage Cloud calendar service
  • Eptura Engage API service

Overview of the onboarding process

The following process assumes you have obtained occupancy sensors and a relevant subscription from a supported sensor vendor, Learn about supported sensors, and that Eptura Engage's technical requirements are met. View the technical requirements.

  1. Request the API key from your sensor vendor and share it with Eptura Engage via your agreed method.
  2. Gather a list of your Sensor IDs and the corresponding details for the spaces they are monitoring. (Your sensor vendor may provide this information).
  3. When Eptura Engage confirms your Eptura Engage sensor service is ready, you can pair your sensors with Eptura Engage workspaces and create settings profiles to manage rules in the Eptura Device Hub. Learn more about sensor setup and rule management