Smart card installation and management guide - …

1 Smart card installation and management guide Trace One Portal/Workstation Version Trace One - 6, Avenue Marceau - 75008 Paris - Tel: +33 (0) 1 56 90 24 24 - Fax: +33 (0) 1 56 90 24 25 - Smart card installation and management guide 1 Introduction CONTENTS. 1 2. 2 3. 3 INSTALLING SOFTWARE 4. 4 Smart card management AND CERTIFICATE REQUESTS .. 11. CHANGING YOUR Smart card PIN CODE .. 11. CERTIFICATE REQUEST .. 13. CERTIFICATE REQUEST VALIDATION .. 16. CERTIFICATE WITHDRAWAL .. 17. 5 USING THE Smart card ON ANOTHER COMPUTER .. 19. 6 CONNECTING TO TRACE ONE .. 21. APPENDIX: PROBLEMS DIAGNOSIS AND SOLUTIONS .. 22. Copyright Trace One 2005, No part of this document may be copied, reproduced, translated, or transmitted in any form or by any means without the prior written consent of Trace One The information contained in this document is subject to change without notice.

2 1 Introduction This guide explains how to install your workstation and manage your Smart card . Before installing the Trace One client workstation, you must: 1. Have a computer equipped and configured according to the prerequisites available on our Web site: 1. Install software components supplied in the installation CD-ROM. 2. Generate your certificate and register with Trace One. If you need assistance, please contact Trace One Technical Support Centre. Contact details are as follows: Telephone: +33(0)1 56 90 24 34 (open Monday to Friday, from 8 AM to 8 PM). Technical Support E-mail: Would you have any other queries, please send an e-mail to: Trace One Portal/Workstation/Version Page 2 / 25. Smart card installation and management guide 2 Overview 2 Overview A user can be registered when his/her company has subscribed to Trace One services and has nominated a Correspondent acting as sole contact with Trace One.

3 The user must then ask for the Certificate Request Form (CRF) from the nominated Trace One Correspondent, enter the information required and sign the form before returning it to the Correspondent, who will check the form, set user rights up for each workspace, sign the form and send it to Trace One. Trace One creates an user account from the information mentioned in the CRF. An e-mail is then automatically sent to the user indicating that his/her certificate request can be made directly on the portal. The user connects via the URL link indicated in the e-mail to make his/her certificate request. At this stage the following software components should have been installed: ) Warning, do not connect the Gemplus card reader to your computer before step 6.

4 Step 1: Check your computer configuration. Step 2: Install Infomosaic SecureXML. Step 3: Install Trace One components. Step 4: Install Acrobat Reader Step 5: Install Gemplus card reader driver. Step 6: Connect Gemplus card reader to your computer. When software components have been installed, each user must change the secret code of his/her Smart card and request his/her certificate: Step 7: Change PIN code of your Smart card . Step 8: Request your certificate. Step 9: Download the certificate validated by Trace One. Step 10: Log on and use the Trace One Portal. Here are the Software components being installed: "Trace One components" include shortcuts to the portal, tool to check the configuration (which is installed on your workstation) and third-party product licenses.

5 "Gemplus component" is required to have the Smart card reader operational. "Infomosaic component" is required to sign electronic documents onto the Trace One portal. Trace One Portal/Workstation/Version Page 3 / 25. Smart card installation and management guide 3 Installing software components 3 Installing software components ) At this stage, double-check that the Smart card reader is NOT connected to your computer. STARTING installation PROCESS. 1. Insert the installation CD in your CD-ROM drive. L The following home page appears. If not, access the root directory of the CD. using Windows explorer and click on the file 2. Select the language: French or English. 3. Click on "Next". 4. Read the Trace One license contract - Approve it by clicking on "Next".

6 STEP 1: CONFIGURATION CHEKING. 5. Step 1 Check your computer configuration, click on "Check" : Trace One Portal/Workstation/Version Page 4 / 25. Smart card installation and management guide 3 Installing software components 6. If the following "Download file" dialog box appears, click on "Execute": 7. This is the configuration check tool : The "System Configuration" frame gives you information about your O/S and Internet Explorer Versions. The "Installed Products" frame indicates the software components already installed on your workstation. The "Missing Products" frame indicates system and software components not installed on your computer. This frame may appear empty if all the needed components are present. ) If the "Missing Products" frame appears with components listed inside, you must install these components before proceeding further.

7 8. Close the window and return to the page displaying Step 1. Click on "Next". Trace One Portal/Workstation/Version Page 5 / 25. Smart card installation and management guide 3 Installing software components STEP 2: INFOMOSAIC. 1. Step 2: installation of Infomosaic SecureXML ActiveX, Click on "Install": 2. If the "Download file" dialog box appears, click on "Execute". 3. The following dialog box appears: 4. Click on "Next". 5. The dialog box containing conditions of use of the Infomosaic SecureXML component appears. Read them and click "Yes" to agree. 6. Enter your name, first name, and the name of your company. Check that the option "Anyone who uses this computer (all users)" is selected. Click on "Next". 7. Select your installation directory and click "Next" to continue.

8 8. The "Setup Type" dialog box appears. Select option "Typical" and click "Next" until the installation of this component ends, then click on "Finish". Closing this dialog box automatically opens a file titled You can read it later, for now close it without reading. 9. Return to the page displaying Step 2. Click on "Next". Trace One Portal/Workstation/Version Page 6 / 25. Smart card installation and management guide 3 Installing software components STEP 3: TRACE ONE COMPONENTS. 1. Step 3: installation of specific Trace One components. Click on "Install": 2. If the "Download file" dialog box appears, click on "Execute". 3. You're now in the process to install Trace One components: 4. Click on "Next". 5. Select your installation directory and click "Next" to continue.

9 6. Select the shortcuts to be installed on the desktop of your workstation. Click "Next" to continue. 7. Click on "Finish". 8. Return to the page displaying Step 3. Click on "Next". Trace One Portal/Workstation/Version Page 7 / 25. Smart card installation and management guide 3 Installing software components STEP 4: ACROBAT READER. L If you have Acrobat Reader already installed, you can pass directly onto Step 5. by clicking Next. 1. Step 4: installation of Acrobat Reader. Click on "Install". 2. If the "Download file" dialog box appears, click on "Execute". 3. The dialog box proposing to install Acrobat Reader appears. Click "Next" until the end of the installation . You will then see this message: "Thank you for choosing Acrobat Reader".

10 4. Click on "OK". 5. Return to the page displaying Step 4. Click on "Next". Trace One Portal/Workstation/Version Page 8 / 25. Smart card installation and management guide 3 Installing software components STEP 5: GEMPLUS. 1. Step 5: installation of Gemplus card reader driver. Click on "Install": 2. If the "Download file" dialog box appears, click on "Execute". 3. The following dialog box appears: 4. Click on "Next". 5. The dialog box containing conditions of use of Gemplus software appears. Select the option: "I accept the terms in the license agreement". 6. Select your installation directory and click "Next" to continue. 7. Select option "Complete" and click on "Next". Trace One Portal/Workstation/Version Page 9 / 25. Smart card installation and management guide 3 Installing software components 6.