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An operator wants to request a card for a user |
This article describes how an operator requests a card for a user in
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the Cards package in Smart ID Identity Manager.
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This use case, and the use case Issue card are both disabled by default, and you must enable at least one of them |
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For the Request card use case, you can select to have an approval step or not.
Request card with approval
- Approval steps are required before a card can be issued (produced)
- The card will be in state "requested"
- When the card request is approved, the card will be in state "approved"
- The next step is to issue the card via single production or via batch order, see Issue card or Issue multiple cards (batch order)
Request card without approval
- Approval steps are not required and the card can be issued (produced) right away
- The card will be in state "approved"
- The next step is to issue the card via single production or via batch order, see Issue card or Issue multiple cards (batch order)
Prerequisites
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- The user that shall have the card must be in state "active"
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| title | Enable the Request card use case |
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- Log in to Identity Manager Admin with your admin user.
- Go to Home > Identities.
- Select and edit User.
- Select the Active tab.
- In Additional Commands, click New (the pen symbol) to add a row.
- In Additional Commands, select Request card to add it to the Process list.
- In Mapping, select CardsMapUserToCard.
- Click Save.
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| title | Enable the Issue card use case |
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- Log in to Identity Manager Admin with your admin user.
- Go to Home > Identities.
- Select and edit User.
- Select the Active tab.
- In Additional Commands, click New (the pen symbol) to add a row.
- In Additional Commands, select Issue card to add it to the Process list.
- In Mapping, select CardsMapUserToCard.
- Click Save.
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Step-by-step instruction for the operator
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| title | Log in to Identity Manager Operator |
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- Log in to Identity Manager Operator with your user account.
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In the Quick search
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select User and search for the user that shall have a card. Click Request card. | Note |
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To cancel the process, see "Cancel the process" below. |
- Card data and user data is shown. Common name and UPN are fetched automatically.
Click Next to request the card. | Note |
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Depending on the configuration, there can be options added to the use case, se "Options" below. |
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| Insert excerpt |
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| Create user |
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| Create user |
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Use case details
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| title | Overview and technical details |
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| Use case description | As an operator I want to request a card |
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| Outcome | - A card request is created
- End state for the card = "approved"(no approval step) or "requested"(with approval)
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| Symbolic name | CardsProcRequest |
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| Process name | Request card |
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| Component | Identity Manager Operator |
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| Process start | On user profile>User>Request card |
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Options
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The options are configured by the administrator via a script in Identity Manager Admin and can be used by the operator and self-service user. | Note |
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The script already exists with default values, so you only need to change the values as needed, not create the script. |
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| title | Add an approval step |
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Option: Add an approval step |
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Use case scenarios
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Related information
