11.6 Setting up a credential profile for physical printed cards

If you have cards that have no chips (contact or contactless) but comprise only a printable surface (with or without a magnetic stripe), you can create a credential profile that allows you to issue and manage these cards.

11.6.1 Managing physical printed cards

You can carry out the following operations on physical printed cards:

• Requesting physical printed cards.

  You can use MyID Desktop or the MyID Operator Client to request physical printed cards, either singly or in a batch. You can also use the MyID Core API to request these cards. Make sure you specify a credential profile for physical printed cards.

  See the Requesting a device for a person section in the MyID Operator Client guide and the Requesting a card section in the Operator's Guide for details.

• Approving requests for physical printed cards.

  If you have configured the credential profile to require validation, you can approve or reject requests for physical printed cards.

  See the Approving, rejecting, and canceling requests section in the MyID Operator Client guide for details.

• Collecting physical printed cards.

  You can use the Collect Card or Batch Collect Card workflows in MyID Desktop to collect your physical printed cards using a card printer. You can also launch Collect Card from the View Request screen in the MyID Operator Client.

  Note: You cannot use the Collect My Card feature in the MyID Self-Service App to collect physical printed cards.

  If you have the Print Quality Confirmation option (on the Devices tab of the Operation Settings workflow) set to Yes, you are asked to confirm that the card printed correctly. You can reprint the card if necessary. If you reprint the card, MyID cancels the original printed card and prints the card with a new serial number; the failed printed card with its serial number is recorded in the MyID record of devices and in the audit, so that you do not end up with duplicate valid cards.

  See the Collecting a device request section in the MyID Operator Client guide and the Collecting a card section in the Operator's Guide for details of collecting cards.

  Note: When you collect a physical printed card, MyID assigns it an automatically generated sequential serial number, starting at 5000000. If you need to change the serial number range, or want to use an alternative method for generating the serial number, contact customer support quoting reference SUP-395 for more information.

• Replacing physical printed cards.

  If the card has been lost or damaged, you can request a replacement card that has the same expiry date as the original card.

  See the Requesting a replacement device section in the MyID Operator Client guide for details.

• Renewing physical printed cards.

  If the card is nearing its expiry date, you can request a renewal.

  See the Renewing a device section in the MyID Operator Client guide for details.

• Disabling or enabling physical printed cards.

  If you want to disable or enable a card temporarily (for example, if an employee is on sabbatical), you can do so.

  See the Enabling and disabling devices section in the MyID Operator Client guide for details.

• Canceling physical printed cards.

  If you want to update the MyID database that the card is no longer valid (for example, if an employee leaves), you can cancel the card.

  See the Canceling a device section in the MyID Operator Client guide for details.

When you make lifecycle changes to the cards (for example, disabling or canceling the cards) the system makes the changes in the MyID database, adds the operation to the audit trail, and reports the changes to any connected external systems through notifications. This also means you can use the MyID Core API to check the status of a card by providing its serial number to query the MyID database.

You can view any physical printed cards issued to a person on the Devices tab of the View Person screen in the MyID Operator Client, or using any of the device reports. Physical printed cards are issued with a Device Type of Physical that you can use to search for them using device-based reports. Physical printed cards are also counted separately in the Issued devices by Category report.

In addition, the card issuance is audited (which you can view, for example, in the Device History tab of the View Device screen) and you can view the preview images of the front and back card layouts on the Audit Details tab of the View Audit screen.

11.6.2 Creating a credential profile for physical printed cards

To create a credential profile for physical printed cards:

1. In MyID Desktop, from the Configuration category, select Credential Profiles.

   You can also launch this workflow from the Credential Configuration section of the More category in the MyID Operator Client. See the Using Credential Configuration workflows section in the MyID Operator Client guide for details.

2. Choose one of the following options:

   • Select a profile to modify and click Modify.
   • Select a profile to use as the basis for a new profile and click Copy.
   • Click New to create a new profile.

3. Type a Name and optional Description for the credential profile.

4. In Card Encoding, select Physical Printed Card.

5. In Issuance Settings, you can set the following options:

   • Validate Issuance

   • Validate Cancellation

   • Lifetime

   • Require Fingerprints at Issuance

   • Require Facial Biometrics

   • Credential Group

   • Exclusive Group

   • Block Multiple Requests for Credential Group

   • Cancel Previously Issued Device

   • Enforce Photo at Issuance

   • Notification Scheme

   • Require user data to be approved

   • Ignore User Expiry Date

   See section 11.3.1.3, Issuance Settings for details of these options.

6. In Mail Documents, set up any mailing documents that you want to produce when issuing these printed physical cards.

   See section 11.3.1.8, Mail Documents for details of these options.

7. In Credential Stock, set up any credential stock you want to use when issuing these printed physical cards.

   See section 11.3.1.9, Credential Stock for details of these options.

8. In Requisite User Data, set up any user data that you want to require when issuing these printed physical cards.

   See section 11.3.1.11, Requisite User Data for details of these options.

9. Click Next.

10. Select the roles that can request this credential profile, the roles to which you want to be able to issue it, and the roles you want to be able to validate it.

    See section 11.3.6, Linking credential profiles to roles for details of these options.

11. Click Next.

12. Select the card layouts that you want to be available when issuing these printed physical cards.

    See section 11.3, Working with credential profiles for details of these options.

13. Click Next.

14. Type any Comments you want to add, then click Next to create the credential profile and complete the workflow.