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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
Log in to Identity Manager Admin with your admin user.
Go toHome > Identities.
Select and editUser.
Select theActivetab.
InAdditional Commands, clickNew(the pen symbol) to add a row.
InAdditional Commands, selectRequest cardto add it to theProcesslist.
InMapping, selectCardsMapUserToCard.
ClickSave.
Enable the Issue card use case
Log in to Identity Manager Admin with your admin user.
Go toHome > Identities.
Select and editUser.
Select theActivetab.
InAdditional Commands, clickNew(the pen symbol) to add a row.
InAdditional Commands, selectIssue cardto add it to theProcesslist.
InMapping, selectCardsMapUserToCard.
ClickSave.
Step-by-step instruction for the operator
Log in to Identity Manager Operator
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
In theQuick search drop-down list, selectUser and search for the user that shall have a card.
Click Issue card.
To cancel the process, see "Cancel the process" below.
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
In theQuick search drop-down list, selectUser and search for the user that shall have a card.
In the related object section on the screen, select the card with the state approved.
Click Issue card.
To cancel the process, see "Cancel the process" below.
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.
The card will be printed.
Cancel the process
To cancel the process:
Click Cancel to close the process.
Click Next to proceed with the process.
Use case details
Overview and technical details
Use case description
As 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.