# Planning and Preparation

The guidelines in the following sections are intended to help project planners and system administrators plan for the physical and network requirements of deploying and using DynaFlex products. The most effective way to ensure smooth deployment of a solution is to consider these factors before receiving the device.

### Logistical Planning <a href="#id-2.1_logistical_planning" id="id-2.1_logistical_planning"></a>

* Determine what type of host DynaFlex products will connect to. For a list of supported host types and operating systems, see Table 1-1 on page 10. When planning, be sure to include any additional support or devices required by the host and DynaFlex products, such as physical locations, mounting, power connections, and charging cradles.
* Determine what connection the host will use to communicate with the device. Depending on the device model (see Table 1-1 on page 10), the connection can be USB, Bluetooth LE, or a TCP/IP network that is equipped with wireless LAN or Ethernet. If the host will use the Bluetooth LE connection, make sure the host’s hardware and operating system support Bluetooth LE Secure Connections, which were introduced in the *Bluetooth Core Specification version 4.2*.
* Determine what software will be installed on the host and how it will be configured. Software can include operating system, transaction processing software, security software, and so on. If teams other than the software development team will be involved in preliminary device testing, MagTek recommends the solution development team provide a smoke test harness early in the development process to allow basic testing (for example, wireless range testing). In addition, be sure to plan for any additional support required by the software, such as software licenses and network connections. Information about software is provided in section 4.2 About Host Software.
* Configure the host software to select which combinations of magnetic stripe swipe, EMV contact card insertion, contactless payment tap, and/or manual entry the host will direct the device to accept (see section 6.9 Using the Readers). This decision may differ based on location, situation, and other factors, or may be uniform across all transactions and devices and hosts you are deploying.
* Determine how the device will be physically presented to the cardholder. If the device is mounted, make sure there is adequate clearance for cardholders to swipe, insert, and tap. If the solution design includes metal objects anywhere near the device, including metal enclosures, make sure that at all points the metal is no further forward than 15mm below the face of the device. Proximity to metal can adversely affect the device’s performance.
* Determine how the device should be configured and specify that configuration when ordering the device. A full list of configurable options is documented in *D998200383 DynaFlex Products Programmer’s Manual (COMMANDS)*. For example:
  * For solutions that should accept AAMVA format cards, specify AMMVA format should be enabled. For ISO/ABA only solutions, specify it should be disabled.
  * For solutions accepting ISO/ABA format cards, specify ISO track masking rules (masking character, number of leading and trailing unmasked characters, MOD-10 correction).
* Select and configure a secure workstation advanced operators will use to configure and/or update the device. The workstation must be configured as follows:
  * Available USB port.
  * A secure means of obtaining files, either via the network (such as SFTP) or via removable media, such as USB flash drives. This is required for installing software tools, copying firmware files, and so on. If you are using Magensa Services, make sure the secure workstation has an internet connection and has all required Magensa Remote Services software components installed.
  * *1000007406 DynaFlex, DynaProx Test Utility* installed, which advanced operators can use to configure and test the device.
  * *1000007405 DynaFlex, DynaProx Firmware Upload Utility* installed, which advanced operators can use to update the device’s firmware.
* Determine the final set of tools advanced operators will use to configure, test, and update the device. This documentation uses the *1000007406 DynaFlex, DynaProx Test Utility* as an example for configuring the device; it can be used for initial pre-deployment testing and development, and as sample code showing how to communicate with the device, but the full solution may call for customized, solution-specific software for configuring the device and updating firmware.
* Determine the charging schedule(s) and location(s). For example, high-traffic mission-critical solutions may benefit from keeping multiple devices charging for fast swap-out. Charging cradles and accessories are available directly from MagTek. Make sure there is an adequate number of USB wall chargers and / or USB ports available for the number of devices you are charging together, and make sure the electrical socket-outlet at a given charging location supports the total load. Solutions using large numbers of devices may benefit from using a large-scale universal USB charger / hub. Details about charging are provided in section 6.6 Power Management. Details about maximum power consumption are provided in Appendix A Technical Specifications.
* Determine how to inspect devices upon arrival, upon installation, and periodically during live usage to ensure malicious individuals have not tampered with them. Details about inspection are provided in section 4.1 About Inspection.
* Develop procedures for maintaining the device(s). Detailed guidance is provided in section 7 Maintenance.
* Review the device’s PCI Security Policy, posted to the PCI web site [www.pcisecuritystandards.org](http://www.pcisecuritystandards.org/) under Approved PIN Transaction Security (PTS) Devices, for additional information about using the device securely.

### Network Planning

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