Set up readers for existing project cards and host system

Integrating a BALTECH reader into a specific project isn't rocket science at all. It's a straightforward workflow that we'll walk you through step by step.

Your operation mode: Autoread

"Autoread" is our most basic mode, but the ideal one for your use case. It allows the reader to autonomously scan for cards, transfer data to the host, and interact with the user (e.g. give feedback via LED and beeper or switch a door relay). This means for you: None or minor adjustments to the host system required - you can make all necessary changes directly on the reader via its configuration.

Prepare project cards

If the application data for your project still need to be programmed onto the cards, we can help you do the formatting for certain card types.

Create reader configuration

Via the configuration, you define the reader's entire behavior within your project. In most cases, you can conveniently create the configuration yourself using our software tools. Alternatively, you can order a configuration from us.

Typically, you'll need 2 components:

  • Project settings
    They define how the reader interacts with the project card.

  • Device settings
    They define how the reader interacts with the host system and the card holder (e.g. feedback via LED and beeper).

Already have a configuration?

You may already have received a configuration with device settings (e.g. from your host system provider). In this case, you can derive and edit a copy of it and add or modify settings as described below.

Equipment

To create or modify a configuration, you'll need:

  • A Windows computer with BALTECH ToolSuitecall_made installed
  • A test reader you can connect to your computer.

    • If the productive reader type doesn't provide a USB connection, we recommend you use an ID-engine ZB for project management. In this case, you should also order a BALTECH ConfigCard for convenient configuration deployment.

    • If your productive readers are equipped with your own customer key, the test reader needs to hold that customer key as well.

  • A sample project card

  • The expected number to read from the sample card
    This is usually an entry in the host system's database. Often, it's also printed on the card.

Create project settings

Here, you define the interaction with the project card, i.e. the card type, what data to read from the card, and how to convert it. If this information isn't available at the moment, e.g. because it will be defined later by your customer, you can omit the project settings for now. However, please make sure they're added later in the process.

Productive readers without project settings are a security risk!

  1. Collect project information
  2. Add project settings
  3. Test project settings

Create device settings

Here, you define the interaction with the host system, i.e. the protocol via which the reader communicates with it. (If you've received a configuration, e.g. from your host system provider, this part is usually already covered.) As an option, you can also define the reader feedback (e.g. LED and beeper).

If the factory device settings fully meet your requirements, you can skip this step.

Perform final tests

Before you deploy the configuration on productive readers, we recommend you test it in a test environment.

Prepare configuration for deployment

Your configuration is good to go? Then prepare it for deployment:

  1. Finalize the configuration to release it as a defined version. This will also generate a deployable file.
  2. In addition, you can create a ConfigCard. This is an alternative deployment method for firmly installed readers that are difficult to connect to a computer.

Then, hand over your configuration and a test project card to the technician to install the readers.

We can also deploy the configuration for you during production if you order large reader quantities. Please get in touch for more information.

Install readers & deploy configuration

For details, please see our installation guide.

Adapt configuration to changes in the project

During the project lifecycle, various changes can come up. You may e.g. need to change the project key or support an additional card type.

Unmount readers

You want to unmount readers and use them in a different project? Then make sure you do a factory reset.

Troubleshooting & support

Got stuck somewhere along the way? Don't worry, we'll help you troubleshoot: