Certificate Management - OOB Manual Catalog items flow for Request and Renew Certificate - Article
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03-30-2024 02:17 AM
Certificate Inventory Management Catalog Item
Procedure to request certificates
- Application Scope is Certificate Inventory and Management.
- Navigate to All > Self Service > Employee Center.
- Use the search bar to look for Certificate Management
- Click on Request New Certificate(Manual) to get a new certificate for an application.
- Only users with the pki_admin, pki_user, or discovery_admin roles fill out this form.
- Enter appropriate information for mandatory fields: Certificate Signing Request, Certificate Authority, Certificate Type, Validity period, and Approver.
- If the “Requested For” field not filled automatically it’s take logged in user as a requesting certificate.
- Click on submit to save the form
- A manual task will be created related to new a certificate
- Navigate to All -> Certificate Management -> Certificate Manual Tasks
- Open Certificate Manual Tasks search name with your certificate Number.
- Click on number to open the record
- You will notice that the certificate task type is New and the approval state is Requested.
- A brief description will appear automatically.
- Approver Details are located under related list.
- Open the Requested record from the “admin” perspective looks like this.
- After permission is granted from admin.
- Approval state shifts to approved.
Approval View:
- From the standpoint of approval .
- Navigate to All -> Service Desk -> My Approvals
- Click on My Approvals
- Open the record and Click on Approve button on top of form.
- Approval state shifts to approved.
- Click on Update on top of the form .
Renewal Certificate Request
- You can also manually request to renew certificates through the Service Catalog.
- Navigate to All > Self Service> Employee Center.
- Click on Renew Certificate(Manual).
- Click on reference icon of Unique Certificate field.
- Select a Certificate CI.
- Enter appropriate information for mandatory fields: Certificate Signing Request, Requested for, and Approver.
- Enter or select any other details on the form and then click on Submit to place the order.
- Navigate to All->Certificate Management -> Certificate Manual Tasks
- A certificate task record is created with approval state Requested
- Short description and description are auto populated
- After permission is granted.
- Approval state shifts to approved.
- Click on Update on top of the form.
Happy Learning !!!
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