How to configure card self-registration

When a user swipes an unregistered card, they are required to manually login in order to register the card’s PIN. After the card registration a pop-up message appears with a logout button.

If you want users to self-register their swipe cards, you must enable this option in System Manager. The User ID must already exist in CAS, or in the External authority defined to allow self-registration. The Password comes from one of the defined external authorities. The information the user must enter depends upon the authentication options that are set in System Manager. Two-level authentication is required to register new cards, and the user must manually enter both primary and secondary login credentials.

  1. Open Web System Manager, and go to System Configuration > Global Configuration Settings > Security and Authentication > User authentication.
  2. Select one or more Authentication mechanisms:
    • Equitrac PINs – Select to connect an Equitrac print account with login information.
    • External user ID and password – Select to verify all user information outside of Equitrac.
    • Equitrac PIN with external password – Select if users swipe their cards for identification, and must also enter their domain user account password. Equitrac cross-checks the database for the corresponding Equitrac account name, then verifies the credentials against the selected external authority for network logon.
  3. In the User Input section, do the following:
    • Select Card swipe only or Card swipe or keypad entry from the Input type drop-down list.
    • Select Always or Only with keyboard login from the Secondary prompt list. The If PIN2 available and If PIN2 available or keyboard login options do not apply to Konica Minolta devices.
  4. Select the Auto-register primary PINs check box. Optionally, you can select Register as alternate PIN to record the PIN as the alternate PIN instead of the primary PIN.
  5. Click Save to save the changes and close the User authentication dialog box.
    Refer to External User Authentication in the Kofax Equitrac Administration Help file for more details on setting up an external user authentication method.
The next time the user swipes the card, their account information is automatically associated with the card, and they can login without manually entering their user credentials. However, if Secondary prompt is set to Always in Web System Manager, and secondary PINs are set as required or the user has a secondary PIN stored in their profile, the user must enter the PIN or an external authority password after they swipe their card.