This articles describes how to create and modify signing procedures and token procedures for signing data within Smart ID Certificate Manager (CM). The SA policy tasks are done in the Administrator's workbench (AWB).

Create signing procedure

Prerequisites

The following task requires MSO signatures to be completed. Both officers must have the following roles:

• Use AWB

• Signing Authority and SA Key tasks

A connection to the CM host must have been established. See Connect to a Certificate Manager host.

The following information is required by the CMO during the task:

• The procedure name that will appear in the explorer bar

• The name of the signing Authority and the signing format to be used

Step-by-step instruction

To create a signing procedure:

1. In AWB, select New > Signing procedure.

2. In the Create Signing Procedure Request dialog, enter the Procedure name that should appear in the Signing procedures sub-group in the explorer bar. This field is mandatory.

3. Set the procedure State to Active or Closed as required.

4. Click the browse button (>>) on the Signing Authority row to open the Select Authority window.

5. Click on the required SA to highlight it and click OK. The selected SA appears in the Signing Authority field. This field is mandatory.

6. Click the Signing format browse button (>>) to open the Select signing format window. This field is mandatory.

7. Click the required format to highlight it and click OK. The selected sign format appears in the Signing format field.

8. Click OK and sign the task. See Sign tasks in Certificate Manager for more information.

Modify signing procedure

This task is used to change the parameters of a signing procedure. For example, the procedure can be closed or reactivated or the format can be changed. As the same form is used when both creating and modifying signature procedures, the descriptions are identical, except that no options are available during this task. It is only in the title bar you can see which command is being executed. See the steps in “Create signing procedure“ above for details.

Create token procedure for signing data

This task is used to create a new token procedure to be used for signing data.

Prerequisites

The following task requires MSO signatures to be completed. Both officers must have the following roles:

• Use AWB

• Signing Authority and SA Key tasks

A connection to the CM host must have been established. See Connect to a Certificate Manager host.

The following information is required by the CMO during the task:

• The procedure name that will appear in the explorer bar

• The signing procedure to be used.

Step-by-step instruction

To create a publication procedure:

1. In AWB, select New > Token procedure.

2. In the Create Token Procedure Request dialog, enter the Procedure name that should appear in the Token procedures sub-group in the explorer bar. This field is mandatory.

3. Set the procedure State to Active or Closed as required.

4. Select Data from the Storage profile drop-down list.

5. Click the >> button next to the empty text field next to Signing procedure. The Select Signing Procedure window opens. This field is mandatory when you want to use this token procedure for signing data.

6. Click OK and sign the task. See Sign tasks in Certificate Manager for more information.

Modify token procedure for signing data

This task is used to change the parameters of a token procedure. For example, the procedure can be closed or reactivated or the signing procedure can be changed. As the same form is used when both creating and modifying token procedures, the descriptions are identical, except that no options are available during this task. It is only in the title bar you can see which command is being executed. See the steps in “Create token procedure for signing data“ above for details.