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
3	In the Rule Name field, enter a name for the rule In the Rule Description, add a general description
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 :