Initial Steps for ActivID CMS Administrators

1. Install ActivID CMS. If ActivID CMS was installed in an attended startup mode, then you must provide the database and security key passwords in order to start the server.

   For information about ActivID CMS installation and startup, refer toInstalling ActivID CMS.

2. Log on to the ActivID CMS Operator Portal as an ActivID CMS administrator using the client certificate generated either by the ActivID CMS Setup program or by your own certificate authority (CA).

3. Configure the ActivID CMS repositories, see Configuring Repositories.

   • Directories

   • Certificate Authorities (if applicable)

   • ActivID AAA Servers (optional)

   • ActivID CMS Peer Servers (optional)

4. Create a user group, see Managing User Groups.

5. Enroll additional operators, see Managing Operators.

6. Create a role, see Managing Roles.

7. Create a device policy, see Configuring Device Policies.

8. Create a group assignment, see Configuring Group Assignments.

9. Perform a connectivity check from the Configuration tab and the Connectivity Check sub-tab.

10. Configure the ActivID CMS Security Settings, see Configuring Security Settings.

11. Configure the ActivID CMS User Portal, see Configure the ActivID CMS User Portal.

12. Customize ActivID CMS (optional), see Customizing ActivID Credential Management System.

After you complete these steps, the system will be ready for operators to issue and manage devices.