IdExchange 1.9.1

Automation: Publish CMS Card Package Request

Advanced credentials require additional data that is not typically located in a corporate directory. For example, a FASCN and GUID require dynamic input to be generate for each credential. IDMS can be configure to automatically generate CMS data during the credentialing process.

Prerequisites

  1. The IDMS is connected to the CMS Database and CCM API

  2. The CMS Notification Plugin is installed

  3. CMS has been configured with the PIVTookit

  4. The NotificationService role has been granted to the CMS Notification plugin

  5. IDMS Credential Type has been created (this policy will define the Agency and System Code of the CHUID)

Procedures

Procedure

Example

1

Go Administration, Automations


2

Click + Automation rule

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3

In the Rule Name field, enter a name for the rule

In the Rule Description, add a general description

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4

Configure the following:

Event to Trigger Automation: Select Credential

Transaction Type: Select Requested

IDMS Response, Select Publish CPR

Response System, Select the Card Management System Name

Select the Credential Type

Press Create Rule

Final Automation Rule Example

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