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How Do I Include and Exclude a Yale Lock?

Yale locks communicate with SmartRent’s internet-connected hub, allowing you to monitor and remotely control doors of vacant homes via SmartRent Manager Web or SmartRent Manager Mobile. If a Yale lock is installed in a resident’s home, the resident will be able to monitor and remotely control their door lock in the SmartRent App and the Resident Web Portal once they are moved-in. Once occupied, however, community managers and site teams will no longer be able to access or monitor the lock beyond battery levels. That said, work orders will still be automatically created by SmartRent and will generate limited-use access codes for maintenance teams and vendors to make any needed repairs.

Including the Door Lock:

Before the Yale Lock can be used, you will first need to include it into the home’s Z-Wave network.

To include the lock, follow these steps:

  1. Put the hub into inclusion mode (refer to our SmartRent Manager Web or Alloy Install articles for additional instructions)

  2. While the hub is in inclusion mode:

    • Enter the 4-8 digit installer code on the lock’s physical PIN pad (the lock will prompt you to set this code when powered on for the first time or the code will be provided )

    • Press the Gear or Pound key, depending on lock model

    • Press the number 7

    • Press the Gear or Pound key

    • Press the number 1

    • If 1 is not illuminated, cancel the inclusion in SmartRent Manager and perform an exclusion using the steps below

    • Press the Gear or Pound key

    • If successful, the lock will give a visual or audible alert, depending on the lock model

  3. The device should be discovered within a minute

    • If the device is not discovered, try excluding the device first (see steps below), then return to Step 1

Configuring the Yale Smart Door Lock:

Once the door lock is discovered, it will populate on the Hub page in SmartRent Manager. There are three additional steps to finalize the device installation process.

To configure the lock, follow these steps:

  1. Configure the device

    • Trigger an event by manually locking and unlocking the door lock

    • The lock should have reported its state change (switching from Locked to Unlocked) completing Step 1 of the configuration automatically

    • If not, click Configure Device in SmartRent Manager, or Search for Attributes in Alloy Install

    • When configured successfully, the device’s states (Locked Yes and Locked No) will appear in the Device Attributes section (Alloy Install will simply proceed to the next step)

  2. Device Specific Settings will be set on the lock automatically during setup (these settings are set in SmartRent Manager and are applied to all locks in the community)

  3. All previous codes will automatically be erased from the lock

  4. Backup codes for installers, community managers, and residents will be loaded on the lock automatically

  5. General configuration will be completed

  6. SmartRent Manager will give you a code to test on the lock

    • Once input into the lock’s PIN pad, the backup code will be verified

  7. Name the device

    • Choose your desired name for the device

    • Click Save and Continue in SmartRent Manager, or Name Device in Alloy Install

  8. Click Complete Installation

Excluding the Door Lock:

An exclusion is a way to reset a Z-Wave device’s settings. If the door lock is not discovered during the inclusion process, it may need to be excluded. This may be necessary if the device was included in a Z-Wave network previously.

To exclude the Yale Smart Door Lock, follow these steps:

  1. Put the hub into exclusion mode (refer to our SmartRent Manager Web or Alloy Install articles for additional instructions)

  2. While the hub is in exclusion mode:

    • Enter the 4-8 digit installer code on the lock’s physical PIN pad

    • Press the Gear or Pound key, depending on lock model

    • Press the number 7

    • Press the Gear or Pound key

    • Press the number 3

    • Press the Gear or Pound key

    • If successful, the lock will give a visual or audible alert, depending on the lock model

  3. The device should be excluded within a minute

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