Registering a New User by a person with Administrator, user Role (In Bank)

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1 National Informatics Centre User Manual Page 1 of 26 Registering a New User by a person with Administrator, user Role (In Bank)

2 National Informatics Centre User Manual Page 2 of 26 SL CONTENT PAGE NO. 1. Back ground & objective 3 2. Flow chart 4 3. Pre-Requisite 5 4. Steps for ebrc User Registration Steps to be followed by Administrator of Bank for Activation/Deactivation of Registered user. 9-26

3 National Informatics Centre User Manual Page 3 of 26 BackGround: ebrc module has been developed to provide electronic transmission of foreign exchange realization from respective banks to DGFT s server. This process has been made more secure by use of digital token. In this context all concerned Banks have been provided guidelines to register themselves to ebrc module with their digital certificate. Objective: Some Banks may like to authorize multiple persons to upload BRC data located at diverse locations/branches. To facilitate this operation one Bank representative will be registered by DGFT with Administration permission and this bank Administrator will be authorized to create further administrator/signer for data uploading within the bank. There is no restriction on the number of users to be created in a Bank. This is at the discretion of the Bank.

4 National Informatics Centre User Manual Page 4 of 26 Flowchart for ebrc Administration Module START Officer Registers on DGFT website with Digital Signature A Code is generated and displayed by the Website The Code is sent by the registering officer of Bank to the Bank officer already registered as Administrator The officer with administrative permission logs on to the DGFT ebrc website with his Registered Digital Signature. The Officer authorizes (Activates) the new Officer to be registered by giving the token no. and allocating required authorization. STOP Note: Officer with Administrator Permission can also De-activate/Update a Bank employee already registered.

5 National Informatics Centre User Manual Page 5 of 26 Pre-requisites: To start this application the user requires: (1) Class II or Class III Digital Certificate, issued by any Certifying Authority (CA) of India. (2) Digital Certificate installed on machine/token. (3) All CA/CCA chain certificate should be installed on computer. (4) Internet Connection with Internet Explorer 6.0 (or higher versions). (5) JRE 1.6 or higher. (6) After successfully installation of certificate, please verify that it has to appear in Internet Explorer -> Tools -> Internet Options -> Content -> Certificates -> Personal (7) If certificate does not appear in Personal (as mentioned in steps 6), the token does not contain valid Private Key. In such cases contact the Certifying Authority from whom certificate is obtained. (8) Banks user IDs List of user Id

National Informatics Centre User Manual Page 6 of 26 Steps required for euser Registration Purpose euser Registration is for the new Bank user to register their digital certificate for the purpose of

The user should visit the DGFT website http://dgft.gov.in and click on ebrc (Help) and then on ebrc user Registration.

6 National Informatics Centre User Manual Page 6 of 26 Steps required for euser Registration Purpose euser Registration is for the new Bank user to register their digital certificate for the purpose of uploading/viewing ebrc data. New user can have either of following three authorities: 1.) Administrator 2.) Signer 3.) DEO Step- I Digital Signature may be either in token or browser. The user should visit the DGFT website and click on ebrc (Help) and then on ebrc user Registration. The following screen will be displayed: Step(ii) Enter User Id and Click on Click for Digital Certificate as indicated in the screen above. Step (iii) Once the Click for Digital Certificate Button is pressed, Select Certificate Screen will appear wherein the entire list of certificate in your token as well as browser will appear as shown below:

National Informatics Centre User Manual Page 7 of

7 National Informatics Centre User Manual Page 7 of 26 Step(iv) Select the certificate to be registered: Step(v) After selection if the Certificate is password protected following screen will appear: Enter your PIN. Step(vi) Certificate will be verified and all fields will be populated automatically.

8 National Informatics Centre User Manual Page 8 of 26 Step(vii) Click on the Register button, once the user is satisfied with the information displayed. Following message will be displayed. Your Digital Certificate has been successfully registered, Kindly note down your Registration No : and user Id : BKID001 for future reference. Step(viii) The Registration no. thus generated may be sent to the Bank Administrator for Activation of account. Step(ix) The Bank Administrator activates the account as follows:

9 National Informatics Centre User Manual Page 9 of 26 Steps to be followed by Administrator of Bank for Activation/Deactivation of Registered User SL CONTENT PAGE NO. (i). Step 1 : Starting the Application/Login Page (ii). Step 2 : Main Page 12 (iii). Step 3 : Activation of Newly Registered User User Maintenance: (iv). Step 4 : Updating Role of Registered User (v). Step 5 : Deactivation of Registered User User Activity Monitor: (vi). Step 6 : Search (vii). Step 9 : Help 22 (viii). Step 10 : User Log Information 23 (ix). Step 11 : User Login Details (x). Validations Applied Step-1: Starting the Application:

10 National Informatics Centre User Manual Page 10 of 26 On Receipt of Registration No. and user ID the Administrator of Bank logs on to DGFT website and click on ebrc (Help) and then on Registering a new user by a person with Administrative, user Role (In Bank), the user will be forwarded to the Login Page. Step-2: Login Page: Upon loading the application from the server to your local machine (it may take 30 to 90 seconds to load the application) the following login form appears that allows the user to enter the User Id. (Note:-a validation is applied on the User Id ) User has to enter the user id or bank id and click on login button. (Note:-a validation is applied on the User Id )

will appear as shown below: Upon correct selection of certificate, if the Certificate is password

11 National Informatics Centre User Manual Page 11 of 26 Once the login Button is pressed, Select Certificate Screen will appear wherein the entire list of certificate in your token as well as browser will appear as shown below: Upon correct selection of certificate, if the Certificate is password protected following screen will appear: Upon authentic login, the user is forwarded to the main page of ebrc system.

National Informatics Centre User Manual Page 12 of 26 Step-3: Main Page: On correct login through the digital certificate, the user is forwarded to the home page of ebrc system as shown below.

12 National Informatics Centre User Manual Page 12 of 26 Step-3: Main Page: On correct login through the digital certificate, the user is forwarded to the home page of ebrc system as shown below. The Home Page of ebrc system is explained as follows:- Top Frame:- Top frame displays the informations like the Certificate Name, Certificate authority (issued by), User Id, User Type and the User Role. Left Frame:- This frame shows the functionality extended by the application. This frame contains:- Create:- With this an Administrator can create out users with Administrator, signer or DEO user type. Update:- It is used to update the existing entries. Deactivate:- It is used to deactivate an existing entry. Activate:- It is used to activate a new user/ deactivated entry. Search:- It is used to search through the database for the existing entry depending on the search criteria. Help:- It is a user manual giving brief information regarding the functionalities of the application. User Log Information:- It shows the log information about the changes made in the database. It can be accessed by all the users. User Login Details:- It shows the time and information regarding the login and logout made by any user depending on the search criteria. Sign Out:- It closes the application. Right Frame:- This frame initially shows the help page, when the user just login the system. Then this frame shows application performed by the user i.e. clicking on Create, opens the Add New User form in the right frame. Step-7: Activation of Newly Registered User:

National Informatics Centre User Manual Page 13 of 26 It is used to activate a newly registered user by giving Registration Number and user ID which has been generated at the time of registration of

13 National Informatics Centre User Manual Page 13 of 26 It is used to activate a newly registered user by giving Registration Number and user ID which has been generated at the time of registration of new user. It is also used to re-activate the deactivated entry in the database. It has to be noted that the User with user role Administrator can activate/re-activate any entry for any User Type. (Note:-a validation is applied on the User Id ) In the Activate User form, the user must enter the Registration Number and the User Id. On clicking Search a list box appears containing the list of all the users depending on the search parameter entered by the user.

National Informatics Centre User Manual Page 14 of 26 On selecting an option from the list box, a message is prompted that shows the User role of the selection made.

14 National Informatics Centre User Manual Page 14 of 26 On selecting an option from the list box, a message is prompted that shows the User role of the selection made. On clicking OK the following form appears. (Note:-validation is applied on User Id, Registered User as and User Role.) This form shows all the information regarding the user, but no changes can be made in the text areas of the subsequent fields. Only User role can be changed here from the drop down menu list. After selecting appropriate user role and on Clicking Activate button the newly registered user/deactivated user will get activated and following screen will authenticate the activation.

15 National Informatics Centre User Manual Page 15 of 26

National Informatics Centre User Manual Page 16 of 26 Step-5: Updating Role of Registered User: It is used to update the existing entry in the database.

16 National Informatics Centre User Manual Page 16 of 26 Step-5: Updating Role of Registered User: It is used to update the existing entry in the database. It has to be noted that the User with user role Administrator can update that of the Administrator or others. On clicking Update from the left frame, the following form appears. (Note:-a validation is applied on the User Id ) In the text area the user has to enter the User Id for which the entry is to be updated and click on search. This form contains the text area for entering User Id, Search button and a list box that contains the whole list of entries in the data base with the subsequent User Id. In case the user wants to change the User Id for which the search is to be made, user only requires entering the User Id again and clicking Search. (Note:-a validation is applied on the User Id ) The user has to select the entry from the list available in order to make change in the database. On selection a message is prompted showing the User Role of the selection made.

17 National Informatics Centre User Manual Page 17 of 26 On selecting the entry from the list box, the further information is displayed. Only User Role can be updated. (Note:-validation is applied on User Id, Registered User as and User Role.) On clicking Update, message User Role Updated is displayed.

18 National Informatics Centre User Manual Page 18 of 26 Step-6: Deactivation of Registered User: It is used to deactivate an entry in the database. It has to be noted that the User with user role Administrator can deactivate entry for Administrator or others. Secondly, the deactivation is further of two types: D. User:- It is used to deactivate the user based on the User Id. It deactivates a single entry at a time. D. Certificate:- It deactivates all the entry with the subsequent certificate name from the database. (Note:-a validation is applied on the User Id ) In the Deactivate User form, the there is a text area for entering the User Id corresponding to which a search is made in the database. (Note:-a validation is applied on the User Id )

National Informatics Centre User Manual Page 19 of 26 On selecting an option from the list box, a message is prompted that shows the User role of the selection made. On OK the following form appears.

19 National Informatics Centre User Manual Page 19 of 26 On selecting an option from the list box, a message is prompted that shows the User role of the selection made. On OK the following form appears. On completion of the search, a list box appears that displays all the entries in the database with the User Id. (Note:-validation is applied on User Id, Registered User as and User Role.) This form shows all the information regarding the user, but no changes can be made in the data. On selecting D. User, the user is deactivated. On clicking D. Certificate, all the users with the Certificate No. will be deactivated. After the deactivation, a form appears that displays the message User Deactivated.

20 National Informatics Centre User Manual Page 20 of 26 Step-8: Search: This is a facility to search for users based on certain criteria. (Note:-validation is applied on Registered User as, User Role, User Id, Certificate Name, Certificate No., Issue Date, Expiry Date, Registered Cert. and Unregistered Cert..) This form contains:- Registered User as :- This field shows the User Type for which the search is to be made. It should be noted that this field is enabled only if the user Superuser is making the search. Otherwise, this field is disabled for other User Types. User Role :- This search criteria searches through the database with the User Role entered by the user. User Id :- This criteria search through the database based on the User Id entered by the user. Certificate No :- The database can be searched based on the certificate no. of the entry. User State :- It searches for the entries that are Active or Inactive on selection from the dropdown list. Issue Date :- It is used to search through the database based on the date of the issuing of the certificate. It can be used to search by either using From date or a range of date. Expiry Date :- It is used to search through the database based on the date of the expiry of the certificate. It can be used to search by either using From date or a range of date. Registered Cert. :- It is used to search through the database based on the registration of the certificate. It can be used to search by either using From date or a range of date. Unregistered Cert. :- It shows the list of all the entries for which the certificate are unregistered. It can be used to search by either using From date or a range of date.

21 National Informatics Centre User Manual Page 21 of 26 Search :- On clicking on this button, the database is searched with the search parameters entered by the user. Reset :- It clears all the entries made in the form.

National Informatics Centre User Manual Page 22 of 26 Step-9: Help: It is similar to a user manual with basic information about each field in the left frame of the application.

22 National Informatics Centre User Manual Page 22 of 26 Step-9: Help: It is similar to a user manual with basic information about each field in the left frame of the application. The user can navigate through the Help page by clicking through the links. On clicking Top on the right corner of each heading, the user is directed to the Index of the manual.

23 National Informatics Centre User Manual Page 23 of 26 Step-10: User Log Information: It shows the changes made in the database based on the search criteria. (Note:-validation is applied on Registered User as, User Id, Certificate No. and Date.) This form contains:- select User Type :- It searches the database depending on the User Type. User Id :- It makes a search depending on the User Id entered. From Date :- The user has to enter the date from which the search is to be made. To Date :- The user has to enter the To date which limits the range of the date about which the search is to be made. User Status :- This is for viewing selective log actions like Update, Create etc. Search :- On clicking this button, the search is made. Reset :- It resets the values entered in various fields. Again, this search can be made by either or all of the search criteria. On clicking Submit, the total log of all the changes made in the database is displayed in the tabular form as shown below. The changes can be seen in the column Action of the table shown.

24 National Informatics Centre User Manual Page 24 of 26 Step-11: User Login Details: This shows the Login details based on the search criteria. (Note:-validation is applied on From Date and To Date and User Id.) This form contains:- Select User type :- This search criterion makes the search based on the User Type entered. It has an option of All by which all details User Id, Log Number, Log Date, Login Time and Logout Time are shown. Login Status :- This search criterion makes the search based on the Login Status like Success, Logout or Failure. It also has an option of All by which the total list is displayed. From Date :- The user has to enter the date from which the search is to be made. To Date :- The user has to enter the To date which limits the range of the date about which the search is to be made. User Id :- This search is based on the User Id inserted by the user. Submit :- On clicking this button, the search is made depending on the criteria entered. Again, the search can be based on single criterion entered by the user or on multiple criteria. The following table is displayed that shows all the information like User Id, Log Number, Log Date, Login Time and Logout Time.

National Informatics Centre User Manual Page 25 of 26 Validations Applied: The validations applied in the application are:- User Id :- The number of characters inserted in the text area should be

25 National Informatics Centre User Manual Page 25 of 26 Validations Applied: The validations applied in the application are:- User Id :- The number of characters inserted in the text area should be between 5-10 characters. No insertion of space is allowed. Special characters #, $, %, ^, &, *, ( ), +, =, -, _,, { }, [ ], :, ;,, \, <, >,,,.,?, /, `, ~, UPDATE, SELECT", "DELETE", "INSERT", "EXEC", "LIKE", "UNION", "delay", "EQV", "NOT","XOR", "PRINT", "WAIT", "WHERE", VBSCRIPT", "JAVASCRIPT", "LANGUAGE", "INCLUDE", "SCRIPT", "HTM", "ALERT" are not allowed. Registered User as :- User Role :- Certificate Name:- In case if the Registered User is left blank ( Select ), an error message is generated each time a query is submitted. User Role cannot be blank. Special characters #, $, %, ^, &, *, ( ), +, =, -, _,, { }, [ ], :, ;,, \, <, >,,,.,?, /, `, ~, UPDATE, SELECT", "DELETE", "INSERT", "EXEC", "LIKE", "UNION", "delay",

26 National Informatics Centre User Manual Page 26 of 26 Certificate No. :- Issue Date :- Expiry Date: :- Registered Cert. :- "EQV", "NOT","XOR", "PRINT", "WAIT", "WHERE", VBSCRIPT", "JAVASCRIPT", "LANGUAGE", "INCLUDE", "SCRIPT", "HTM", "ALERT". The length of Certificate No. should be between 3-15 characters. Special characters #, $, %, ^, &, *, ( ), +, =, -, _,, { }, [ ], :, ;,, \, <, >,,,.,?, /, `, ~, UPDATE, SELECT", "DELETE", "INSERT", "EXEC", "LIKE", "UNION", "delay", "EQV", "NOT","XOR", "PRINT", "WAIT", "WHERE", VBSCRIPT", "JAVASCRIPT", "LANGUAGE", "INCLUDE", "SCRIPT", "HTM", "ALERT". From date should be less than or equal to the current date. To date should be less than or equal to the current date. From date should be less than or equal to the To date. From date should be less than or equal to the To date. From date should be less than or equal to the To date. Unregistered Cert. :- Date :- From date should be less than or equal to the To date. From date should be less than or equal to the current date. To date should be less than or equal to the current date. From date should be less than or equal to the To date. From Date and To Date :- From date should be less than or equal to the current date. To date should be less than or equal to the current date. From date should be less than or equal to the To date.

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