ISO Management
- Joe Large
- 1 ISO Pool Overview
- 2 Printing an ISO Credential
- 3 Batch Printing ISO Credentials
- 4 Troubleshooting
The ISO Management feature automatically assigns ISO card numbers to Credentials that can be printed and encoded onto ID cards.
When a Credential is printed for the first time, the ISO number is assigned automatically. During card replacement, the EliteID operator has the option to keep or replace the ISO number based on pre-defined print reasons.
ISO Management is available in EliteID+
To access ISO Management setup navigate to Administration > ISO Management.
Access to ISO Management is controlled by the EliteID:ISO Management permission.
Additional user permissions govern the ability to create, edit, and delete ISO Pools.
The ISO Management overview lists the available ISO Pools.
The Pool Name, Next Account #, Print Reasons, and Associated Credentials for each ISO Pool are listed.
ISO Pool Overview
ISO numbers are generated on-demand at print time according to the credential’s ISO Pool.
The ISO Pool can be assigned to one or more credentials, and each Credential can only be associated with a single ISO Pool.
When the ISO Management feature is enabled it unlocks ISO fields that can be used in the card designer, Lists, and magstripe/smart card encoding templates.
An ISO Number is defined according to the ISO/IEC 7812 standard.
Typically, the ISO Bin, Program Code, and Account Start # are provided by the financial institution or cardholder services vendor. Clients not using any of the above may request a unique IIN/BIN for their organization by completing an IIN Application.
Creating an ISO Pool
Navigate to Administration > ISO Management
Click Create to open the ISO Management modal window.
The configuration tabs are: ISO, Library, Print Reasons, and Credentials.
ISO
The ISO tab contains settings that determine the name of the pool and how the ISO number is generated.
Pool Name - The pool name can be any combination of letters and numbers
Bin - The Bin, also known as IIN, is a 6-digit numerical value
Program Code - The program code is a 3-digit numerical value
Account Start # - The account start # is a 6-digit numerical value
Account End # - The account end # is a 6-digit numerical value
Sequential Assignment - The ISO Numbers are assigned sequentially in ascending order (1,2,3,etc.)
Increment - Use a numerical value such as 1, 3, 10, etc. Keep in mind raising the increment will mean there will be less available Account #'s overall. Assuming an Account Start # of “000000” and Increment of “1” 999,999 ISO Numbers are available.
Random Assignment - ISO Numbers are assigned to Credentials in random order between the Account Start # - Account End #.
Expires - Enabling the Expires option will display additional expiration setup fields that define how the expiration date is calculated. Selecting the droplist will show “Years/Months/Days” and “Date” to allow selecting a static date value.
Date - Select a static expiration date using the date picker. The selected expiration date will not change print to print.
Days - This option will display an “Expires In” field that accepts a numerical value 1-100
Months - This option will display an “Expires In” field that accepts a numerical value 1-100
Years - This option will display an “Expires In” field that accepts a numerical value 1-100
Library
The Library tab contains optional settings for users whose library systems identify patrons by using a 14-digit library number that is based in part on the patron's ISO number.
BIN - The library BIN is a five-digit numerical value
Library Parse - For card printing and display purposes, the library number is automatically formatted per the library parse configuration. The parsed number is split into four groups, with a default parsing of "1,4,8,1". (e.g. 1 1234 12345678 1)
A preview of the library number and parsing is displayed when both the ISO and Library configurations are applied.
Print Reasons
The Print Reasons prompt is displayed at print time when an ISO Credential has previously been printed. The Print Reasons prompt is not displayed when printing non-ISO credentials.
Print Reason - Input an alphanumeric string
ISO Logic - The available choices are Keep and Replace. Keep indicates the ISO Number will never change at print, while Replace indicates the ISO Number will change every print.
Add a print reason - Click the green plus button
Remove a print reason - Click the red minus button
Move a print reason - Hover the mouse over a print reason then click and drag it to the new position
Default print reason - The top-most Print Reason will be the “default” print reason at print time
Credentials
The final step of the ISO Pool setup is to select the Credential(s) that are associated with the ISO Pool. If no Credentials are available, create the credential in the Card Template Designer then return to the ISO Pool setup page.
Editing an ISO Pool
Navigate to Administration > ISO Management, then click the Edit (pencil) button under Actions to open the ISO Pool for editing.
The ISO Fields are locked by default and become editable after clicking the security icon and selecting Yes at the "Unlock ISO Fields for editing" prompt.
After modifying the ISO Field values and/or assignment methods, a Reset Next Account # confirmation is displayed on Save.
Note: We recommend selecting Yes to reset the next account number to the lowest possible value.
Apply the ISO Number to a Credential template
It is common to print the ISO Number on the Credential. In the Card Template Designer, add a Data object then select the appropriate ISO data field.
ISO Management data fields include:
ISO Number - the raw 16-digit ISO Number
ISO Parse Number - the 16-digit ISO number formatted as 1111 2222 3333 4444
Expiration Date - The expiration date in MM/DD/YYYY format
Previous ISO - The previous ISO number formatted as 1111222233334444
Library Number - the raw 14-digit library number
Library Parse Number - the 14-digit library number formatted as 1 2345 67891234 5
Encode the ISO Number to a Credential’s magnetic stripe
Encode the ISO Number to the card’s magnetic Track 1 and Track 2 using a Magstripe Template.
Create an ABA Magstripe Template
Navigate to Administration > Credentials > Magstripe Template
Click Create Template
Enter a Name for the template (“ABA” is typical)
Set the Template Format to ABA
Optionally, change the Expiration Date and Service code based on guidance from your financial institution or card services vendor
Note: In a future update EliteID will write the Expiration Date defined in the ISO Pool. Until such time the Expiration Date is a static value.Click Save
Associate the ABA Magstripe Template with the Credential
Navigate to Administration > Credentials > Card Template
Select a Credential to open it in the Designer
In the Personalization section located below Layers, click the Magstripe option
Select the Magstripe Template created earlier
Click Save
The Magstripe profile is now set to the selected Magstripe Template
A Credential Template that is associated with a Magstripe Template will display a magstripe icon
Printing an ISO Credential
Refer to https://vds.atlassian.net/wiki/spaces/EliteID/pages/2123431943
Batch Printing ISO Credentials
When batch printing ISO Credentials a Print Reason droplist is displayed in Batch Print Setup.
Troubleshooting
A description of ISO Management error messages that could potentially be displayed to users at print time are described below.
Error Message | Error Meaning | How to fix the issue |
|---|---|---|
Card cannot be issued from [Pool name] ISO Pool. There are no available ISO Numbers. | EliteID generates ISO Numbers between the Account Start # and Account End # for the specified Program Code defined in the ISO Pool Configuration. Cards that require a new ISO Number cannot be printed from the ISO Pool until additional ISO Numbers are available in the ISO Pool. EliteID will not automatically rollover the Program Code. | To make more ISO numbers available to EliteID there are three options. Please review each option to choose an appropriate solution.
Caution - The financial services institution or vendor that provided the Program Code, Account Start #, and Account End # may not permit changing the values. Contact the financial services institution for guidance. |