How to take over/extract programming from existing system?
There are various scenarios here with the first being the easy scenario that everything has been backed up to the cloud, the homeowner has access to the app in which case, all they do is go to the app and give access to the new installer/dealer and things work out great. I'm not sure how that works exactly but I'm guessing that once the homeowner does that, their house shows up on my current jobs once I'm logged into the designer software?
I am however more worried about the not so easy scenarios and how one can extract the programming when there is no cloud, what happens to the previous installer's access, and in general when ownership is unclear. If someone from Lutron or someone who knows for sure what the procedures are could explain this, I would appreciate it. It may sound like I'm overthinking it, but I have taken over jobs where the homeowner and installer have gotten into a shouting match and nearly come to blows, so I like to be prepared when I walk into an uncomfortable situation. So here are a few scenerios:
- Original installer disappeared, homeowner has no app access: So in this case, it's unknown whether the original installer enabled remote access, the homeowner never got access, just keypads on the wall, and there is no way to contact the original installer nor would he cooperate because there was a major falling out between them and the builder/home owner. So what now? Is there a way to manually extract the programming from the processor? Will doing so, sever the original installer's remote access/registration, if it was there to begin with? Will both have access?
- Original installer disappeared but nothing registered on cloud? This is more of an old fashioned Ra2 scenario where nothing is on the cloud, and nothing is registered (if that's even possible), in other words, nobody has remote access. Can I do a simple, old fashioned extraction?
- Original installer disappeared, but left copy of database: So again, in this case, the original dealer is nowhere to be found. Homeowner doesn't have access to the app because they are of a certain age and don't care about apps. They just want the keypads to work and pay me to make changes. They do have a copy of the database that the original installer left with them, likely on CD-ROM. If I have access to the database, can I get on the local network, find the processor, and upload my changes if another installer already has this job registered? Do they need to relinquish their access first? Will be both have access? Can I gain access, and remove their access?
- Multiple programmers for same house: This one is more friendly, but let's say you have the original installer who is busy but wants to let someone else at his company, or perhaps an integrator from another company to also have access to the job so they can test their integrations or make minor changes. I don't want to relinquish access and trusts that no foul will be done by the other person. Can we both have access?
- Dead processor, no original dealer: So let's say that you get a call that nothing is working and you go and find the processor is dead. Can the homeowner use their app to give you access to the cloud backup? What if the homeowner never had the app set up (again, you'd be surprised how many people DON'T want the app)? Can Lutron verify the address and give copy of the database?
If someone can clarify this or add their own scenarios, I would appreciate it. Everyone I've asked just tell me not to worry about it and somehow magically I'd get access if I call Lutron.