To access ISO Management setup navigate to Administration > ISO Management.

The ISO Management overview lists the available ISO Pools.

Thee Pool Name, Next Account #, Print Reasons, and Associated Credentials for each ISO Pool are listed.

Open

An example ISO Pool

ISO Pool Setup

ISO Numbers are generated on-demand at print time for a Credential according to an ISO Pool configuration.

An ISO Pool is defined by a starting ISO Number, an optional Expiration Date, Print Reasons, and Associated Credentials.

The ISO Pool is associated with one or more credentials, and each Credential can only be associated with a single ISO Pool.

Create an ISO Pool

Navigate to Administration > ISO Management then click Create to open the ISO Management modal window.

Open

Configuration

Pool Name - The pool name can be any alphanumeric string value

Bin - The Bin, also known as IIN, is a numerical 6-digit value

Program Code - The program code is a numerical 3-digit value

Account Start # - The account start # is a numerical 6-digit value

Account End # - The account end # is a numerical 6-digit 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” there are 999,999 ISO Numbers.

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

Print Reasons

The Print Reasons prompt is displayed at print time when a Credential has previously been printed, as indicated by a Card Count greater than 0 and a Last Printed timestamp. Credentials not associated with an ISO Pool will not prompt users to select a print reason.

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.

Edit 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 are editable after clicking the security icon and clicking Yes to the “Unlock ISO Fields for editing” message.

After modifying the ISO Field values and/or assignment methods a Reset Next Account # confirmation is displayed on Save. We recommend clicking Yes to reset the next account # 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 data fields include:

• ISO - the 16 digit ISO Number formatted as 1111222233334444

• ISO Parse - the 16 digit ISO number formatted as 1111 2222 3333 4444

• Expiration Date - The expiration date formatted as MM/DD/YYYY

• Previous ISO - The previous ISO number formatted as 1111222233334444

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

1. Click Create Template

2. Enter a Name for the template (“ABA” is typical)

3. Set the Template Format to ABA

4. 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.

5. Click Save

Associate the ABA Magstripe Template with the Credential

Navigate to Administration > Credentials > Card Template

1. Select a Credential to open it in the Designer

2. In the Personalization section located below Layers, click the Magstripe option
   
   

3. Select the Magstripe Template created earlier
   
   

4. Click Save

5. The Magstripe profile is now set to the selected Magstripe Template
   
   

    

6. A Credential Template that is associated with a Magstripe Template will display a magstripe icon
   
   

Printing an ISO Credential

Refer to Print an ISO Credential

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.