IdExchange 1.9.1

Creating the CMS Operator for the IDMS Reports

The IDMS will obtain the data from the CMS using the CMS API. This connection requires a certificate and the appropriate permissions.

Procedure

Example

1

Login to the CMS with the requisite permissions to make role updates.


2

Click the Configuration Tab

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3

Click the Roles Tab

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4

Locate the Help Desk Role Name and press Duplicate


5

In the name field, enter “Reports.Officer”

In the description field, enter “Account for IDMS reporting module”


6

Locate the


7

Scroll down to the Device Update section

Check the Device Update section

Check the Prepare Production Request

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8

Go to the Help Desk Section

Check the Help Desk Section

Check the Lookup

Check Authentication Logs for SKI

Check User Identity

User Information for SKI

Uncheck all other options

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9

Go to the Requests Section

Check Requests

Check Lookup

Uncheck all other options

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10

Go to the Users Section

Check the Lookup

Uncheck all other options

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11

Go to the Reporting Section

Check Device Queries

Check Download Device Content Query Results

Check Execute Device Content Query

Check View Device Details

Uncheck all other options

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12

For all other remaining sections, Uncheck all other options


13

Press the Update Button

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14

Go to the operators screen and search for the operator


15

Locate the operator and press Update


16

In the Administrative Role, Select Reports.Officer

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17

Press the Update Button