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Issue card

Use case scenario

An operator wants to produce/print a card for a user.

This article describes how an operator issues a card for a user in the Cards package in Smart ID Identity Manager. If the Request card use case is enabled, an approved card request must have been done before the card can be issued (produced). The next step after Issue card is to activate the card.

This use case, and the use case Request card are both disabled by default, and you must enable at least one of them.

Prerequisites

 Prerequisites
  • If the Request card use case is disabled, the card can be issued directly from the user in state "active"
  • If the Request card use case is enabled, an approved card request must have been done and the card must be in state "approved"
 Enable the Request card use case
  1. Log in to Identity Manager Admin with your admin user.
  2. Go to Home > Identities.
  3. Select and edit User.
  4. Select the Active tab.
  5. In Additional Commands, click New (the pen symbol) to add a row.
  6. In Additional Commands, select Request card to add it to the Process list.
  7. In Mapping, select CardsMapUserToCard.
  8. Click Save.
 Enable the Issue card use case
  1. Log in to Identity Manager Admin with your admin user.
  2. Go to Home > Identities.
  3. Select and edit User.
  4. Select the Active tab.
  5. In Additional Commands, click New (the pen symbol) to add a row.
  6. In Additional Commands, select Issue card to add it to the Process list.
  7. In Mapping, select CardsMapUserToCard.
  8. Click Save.

Step-by-step instruction for the operator

 Log in to Identity Manager Operator
  1. Log in to Identity Manager Operator with your user account.
 Issue card

You can start to issue a card in two ways:

Issue a card directly from the user

  1. In the Quick search drop-down list, select User and search for the user that shall have a card.

  2. Click Issue card.

    To cancel the process, see "Cancel the process" below.

  3. The card will be printed.

    Depending on the configuration, there can be options added to the use case, see "Options" below.

Issue a card that was previously requested and approved

  1. In the Quick search drop-down list, select User and search for the user that shall have a card.
  2. In the related object section on the screen, select the card with the state approved.
  3. Click Issue card.

    To cancel the process, see "Cancel the process" below.

  4. Card data and user data is show. Click Next.

    Depending on the configuration, there can be options added to the use case, see "Options" below.

  5. The card will be printed.
 Cancel the process

To cancel the process:

  1. Click Cancel to close the process.
  2. Click Next to proceed with the process.

Use case details

 Overview and technical details
Use case descriptionAs an operator I want to issue a card
Outcome
  • End state for card = "issued" or "active"
  • End state for certificate = "on hold" or "valid"
Symbolic name

CardsProcIssue

Process name

Issue card

Component

Identity Manager Operator

Required state
  • Card: Approved
  • User: Active
Process start

Two options:

  • On the card profile > Issue card (by default = true)
  • On the user profile > Issue card (by default = false) (No approval step)

Options

 About the options

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.

The script already exists with default values, so you only need to change the values as needed, not create the script.

 Provide PIN information

Option: Provide PIN information

 Set PIN length

Option: Set PIN length

 Provide PUK information

Option: Provide PUK information

 Set PUK length

Option: Set PUK length

 Select certificates to be issued

Option: Provide the possibility to select what kind of certificates that should be issued

To manage the option, see Cards- Manage option to select what certificates to issue

 Decide how to recover encryption certificates

Option: Provide the possibility to recover encryption certificates

 Set card end state

Option: Set end state for the card

 Set certificate end state

Option: Set end state for the certificate

Related information

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