.. sectnum:: :depth: 2 :start: 1 Onboarding roles in Registry =========================================================== Onboarding credential services for all entities ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- All entities request credential service from DA the Operator. ================= ================= Actor Utility Module ================= ================= Provider CREDENTIAL Registrar CREDENTIAL Issuer CREDENTIAL Investor1 CREDENTIAL ================= ================= Select ONBOARDING on the left navigation. In the Services box, click REQUEST CREDENTIAL USER SERVICE. (The User is different for each entity.) .. image:: pictures/request_credential_user_service_1.png A request is shown in the Requests box. The request is automatically accepted in the DevNet. .. image:: pictures/request_credential_user_service_2.png Now the credential service is created in the Services box. .. image:: pictures/request_credential_user_service_3.png Provider credential --------------------------------------------------------------------------- DA as the Operator offers a credential to Provider. Provider accepts this credential offer. ================= ================= Actor Utility Module ================= ================= Provider CREDENTIAL ================= ================= Select OFFERS on the left navigation. If there is a credential offer, click ACCEPT. .. image:: pictures/credential_provider_1.png Then select CREDENTIALS on the left navigation, The onboarding credential for onboarding provider will be there. .. image:: pictures/credential_provider_2.png Onboard Provider --------------------------------------------------------------------------- ================= ================= Actor Utility Module ================= ================= Provider REGISTRY ================= ================= Select ONBOARDING on the left navigation. In the Services box, click REQUEST PROVIDER SERVICE. A request is shown in the Requests box. .. image:: pictures/onboard_provider-1.png A request is shown in the Requests box. .. image:: pictures/onboard_provider-2.png (Wait for acceptance by the Operator). Once accepted, a Provider Service is created. Now Provider is onboarded as a Provider. .. image:: pictures/onboard_provider-3.png Onboarding requirements for registrars and holders --------------------------------------------------------------------------- Here Provider specifies the credential requirement, i.e. what credentials are needed in order to be onboarded as a registrar or a holder. ================= ================= Actor Utility Module ================= ================= Provider REGISTRY ================= ================= Select CONFIGURATIONS on the left navigation. In the Provider Configurations box, click CREATE PROVIDER CONFIGURATION. .. image:: pictures/provider_configuration-1.png A window pops up for input. .. image:: pictures/provider_configuration-2.png In this demo, the credential requirements are designed as following: ================= ====================================== Role in Registry Credential Requirements ================= ====================================== Holder [holder] [hasRegistryRole] [Holder] Registrar [holder] [hasRegistryRole] [Registrar] ================= ====================================== Under Required Credentials for Holders, click ADD - In the Credential Issuers, paste the copied Provider's Party ID - Then under Claim Requirements (where subject is the holder), click ADD - In Property, input hasRegistryRole - In Value, input Holder .. image:: pictures/provider_configuration-3.png Scroll down if needed Under Required Credentials for Registrars, click ADD - In the Credential Issuers, paste the Provider's Party ID - Then under Claim Requirements (where subject is the holder), click ADD - In Property, input hasRegistryRole - In Value, input Registrar .. image:: pictures/provider_configuration-4.png Then click CREATE. The provider configuration is created. Provider offers Registrar credential --------------------------------------------------------------------------- Provider offers a free credential to Registrar. ================= ================= Actor Utility Module ================= ================= Provider CREDENTIAL ================= ================= Select CREDENTIALS on the left navigation. Click OFFER FREE CREDENTIAL. A window pops up for input. - Holder: Registrar's Party ID - Id: registrar-registrar - Description: - Claims * Subject: Registrar's Party ID * Property: hasRegistryRole * Value: Registrar .. image:: pictures/offer_registrar_credential-1.png Click OFFER. A credential offer is created. (Check OFFERS on the left navigation). .. image:: pictures/offer_registrar_credential-2.png Registrar accepts credential offer --------------------------------------------------------------------------- Registrar accepts the credential offer as a Registrar. ================= ================= Actor Utility Module ================= ================= Provider CREDENTIAL ================= ================= Select OFFERS on the left navigation. There is a credential offer from Provider. .. image:: pictures/offer_registrar_credential-3.png Click ACCEPT. Now a credential is created (Check CREDENTIALS on the left navigation). .. image:: pictures/offer_registrar_credential-4.png Provider offers Holder credential for Issuer, Investor1 --------------------------------------------------------------------------- Provider offers a free credential to Issuer, Investor1 (as Holders). ================= ================= Actor Utility Module ================= ================= Provider CREDENTIAL ================= ================= Select CREDENTIALS on the left navigation. Click OFFER FREE CREDENTIAL. A window pops up for input. - Holder: Issuer's Party ID - Id: issuer-holder - Description: - Claims * Subject: Issuer's Party ID * Property: hasRegistryRole * Value: Holder .. image:: pictures/credentials_holders-1.png Click OFFER. Select CREDENTIALS on the left navigation. Click OFFER FREE CREDENTIAL. A window pops up for input. - Holder: Investor1's Party ID - Id: investor1-holder - Description: - Claims * Subject: Investor1's Party ID * Property: hasRegistryRole * Value: Holder .. image:: pictures/credentials_holders-2.png Click OFFER. Credential offers are created. (Check OFFERS on the left navigation). .. image:: pictures/credentials_holders-4.png Issuer accepts credential offer --------------------------------------------------------------------------- Issuer accepts the credential offer as a Holder. ================= ================= Actor Utility Module ================= ================= Issuer CREDENTIAL ================= ================= Select OFFERS on the left navigation. There is a credential offer from Provider. .. image:: pictures/credentials_holders_accept-1.png Click ACCEPT. Now a credential is created (Check CREDENTIALS on the left navigation). .. image:: pictures/credentials_holders_accept-2.png Investor1 accepts credential offer --------------------------------------------------------------------------- Investor1 accepts the credential offer as a Holder. ================= ================= Actor Utility Module ================= ================= Investor1 CREDENTIAL ================= ================= Select OFFERS on the left navigation. There is a credential offer from Provider. .. image:: pictures/credentials_holders_accept-3.png Click ACCEPT. Now a credential is created (Check CREDENTIALS on the left navigation). .. image:: pictures/credentials_holders_accept-4.png Registrar requests onboarding as a Registrar in the Registry --------------------------------------------------------------------------- Registrar requests onboarding the Registry as a Registrar. ================= ================= Actor Utility Module ================= ================= Registrar REGISTRY ================= ================= Select ONBOARDING on the left navigation. In the Services box, click REQUEST REGISTRAR SERVICE .. image:: pictures/onboard_registrar-1.png A window pops up for input. - Provider: Provider's Party ID .. image:: pictures/onboard_registrar-2.png Click REQUEST. A request is shown in the Requests box. .. image:: pictures/onboard_registrar-3.png Provider accepts onboarding request from Registrar --------------------------------------------------------------------------- Provider accepts the request. ================= ================= Actor Utility Module ================= ================= Provider REGISTRY ================= ================= Select ONBOARDING on the left navigation. In the Services box, Provider sees the request. .. image:: pictures/onboard_registrar-4.png Click ACCEPT. Now Registrar is onboarded as a Registrar by the Provider. .. image:: pictures/onboard_registrar-5.png Issuer requests onboarding as a Holder in the Registry --------------------------------------------------------------------------- Issuer requests onboarding the Registry as a Holder. ================= ================= Actor Utility Module ================= ================= Issuer REGISTRY ================= ================= Select ONBOARDING on the left navigation. In the Services box, click REQUEST HOLDER SERVICE .. image:: pictures/onboard_holder-1.png A window pops up for input. - Provider: Provider's Party ID .. image:: pictures/onboard_holder-2.png Click REQUEST. A request is shown in the Requests box. .. image:: pictures/onboard_holder-3.png Investor1 requests onboarding as a Holder in the Registry --------------------------------------------------------------------------- Investor1 requests onboarding the Registry as a Holder. ================= ================= Actor Utility Module ================= ================= Investor1 REGISTRY ================= ================= Select ONBOARDING on the left navigation. In the Services box, click REQUEST HOLDER SERVICE .. image:: pictures/onboard_holder-4.png A window pops up for input. - Provider: Provider's Party ID .. image:: pictures/onboard_holder-5.png Click REQUEST. A request is shown in the Requests box. .. image:: pictures/onboard_holder-6.png Provider accepts onboarding requests from Issuer, Investor1 --------------------------------------------------------------------------- Provider accepts the requests. ================= ================= Actor Utility Module ================= ================= Provider REGISTRY ================= ================= Select ONBOARDING on the left navigation. In the Services box, Provider sees the three requests. .. image:: pictures/provider_accept_onboarding-1.png Click ACCEPT for all requests Now Issuer, Investor1 are onboarded as a Holder by the Provider. .. image:: pictures/provider_accept_onboarding-2.png All entities are onboarded --------------------------------------------------------------------------- Check all entities are onboarded by Provider .. list-table:: * - Actor - Utility Module * - Registrar, Issuer, Investor1 - REGISTRY Select ONBOARDING on the left navigation. Registrar as Registrar .. image:: pictures/provider_accept_onboarding-3.png Issuer as Holder .. image:: pictures/provider_accept_onboarding-4.png Investor1 as Holder .. image:: pictures/provider_accept_onboarding-5.png Congratulations! The overall onboarding process in the Registry is complete. Now it is time to token specific activities.