This article describes the steps that have to be done with the Cards package in Smart ID before you can start to use the system. Read more here: Smart ID Workforce use cases

The steps are done by the Administrator in Identity Manager Admin. There are many options included in the Cards package. These options have default settings that can be changed. Read all about the options for the Cards package here: Cards - Options. The other packages also have options.

Prerequisites

Upload the Users package in Identity Manager Admin. Follow all steps in Users - Start-up guide.
Upload the Shared credentials package in Identity Manager Admin. Follow the steps in Shared credentials - Start-up guide.

Step-by-step instruction for the administrator

Upload the cards package

Upload the Cards.zip package in the Identity Manager Admin:

Log in to Identity Manager Admin with your administrator user. Default login credentials are username: admin, password: admin.

It is recommended to change the password for the administrator user.
In Identity Manager Admin, select the Configuration file tab.
Click Upload configuration.
Click Select file and add the path to the Cards.zip file.
Click Upload.

For information about how to change default use case settings, see Cards - Options.

Configure Certificates

For the included certificate templates, follow these steps:

In Identity Manager Admin, go to Home > Certificates.
For each of the certificate templates, double-click on them, one at a time, and edit them:
1. In the Certification Authority selection box, select the CA that shall issue this type of certificate. The available CAs are connected to the server via CA connectors and displayed here.
2. In the Certificate Type selection box, select one of the templates supported by the CA.
  This template determines the cryptographic properties (signature algorithm) and intended purpose of the configured certificate type. The templates are determined by the Identity Manager CA connector.

Set options for the use cases

There are options that can be set for many of the use cases. For more information, see Cards - Options.

Set the options that need to be changed from the default values.

Set options for expiring cards

There are options that can be set for expiring cards. For more information, see Cards - Options for expiring cards.

Set the options that need to be changed from the default values.

Additional information

Useful links