StarID Self Service Functions

Transcription

1 Last updated: 6/12/2013 Send questions and suggestions to:

2 Contents StarID support documentation... 3 StarID Web Site: starid.mnscu.edu... 4 Activate and Forgot Functions - Summary... 5 Activate StarID... 6 Forgot Password Personal Address Verification Code Change Password and Manage Profile Profile Sign In StarID Profile Change Password Change Password option disabled Expired Password StarID Self Service User Error Messages StarID Notices StarID activation confirmation Password change notice Password expiration warning Additional address added Preferred dropped Verification code Last updated: 6/12/2013 page 2 of 26

3 StarID support documentation StarID Self Service Functions This document is intended for IT staff and other administrators who support StarID users. Although the document illustrates StarID functions from the user s perspective, it is intended to help support staff better understand what the user is doing and seeing. Other support documention includes: StarID Self Service Error Codes StarID Support Triage for Technical Staff StarID Frequently Asked Questions A list of errors messages generated by the StarID Self Service system, including the error code, the message displayed to the user, a description of what the error means and sometimes what can be done about it. The most common StarID user questions and problems along with explanations and suggestions for resolving problems. The most frequently asked StarID user questions along with answers. These FAQs are available to end users from the StarID web site help page. Last updated: 6/12/2013 page 3 of 26

4 StarID Web Site: starid.mnscu.edu StarID Self Service Functions The StarID web site has information about StarID as well as StarID Self Service and activate your StarID links that direct the user to StarID user self service options. Clicking on one of these links presents the StarID self service options: Option presented to StarID user: Option allows the user to: Activate StariD Activate their StarID and create a StarID password. Forgot Password Forgot StarID & Password Forgot StarID Manage Profile Change Password Expired Password Retrieve a forgotten StarID and/or reset a forgotten StarID password. Sign into their StarID profile to update their password or change their preferred selection. Select a method to verify their identity before resetting their expired password (same as Forgot Password option). Last updated: 6/12/2013 page 4 of 26

5 Activate and Forgot Functions - Summary Activate StarID, Forgot Password and Forgot StarID & Password functions each include the same 3 steps: 1) verify the user s identity, 2) user creates or resets their StarID password, and 3) system confirmation. 1. Verify the user s identity 2. User creates or resets password 3. System confirmation User selects a method to verify their identity: Tech ID Library card number State employee number Personal address Verification code User then enters the required information and the system verifies their identity User creates or resets their StarID password, and User selects a preferred address (if they have more than one address), and User acknowledges the Acceptable Use policy. System displays the StarID and a confirmation message, and System sends confirmation to the user s preferred address. The user can can select one of the following methods to verify their identity when using any of the StarID activate or forgot functions: Tech ID. The user selects the institution that assigned the Tech ID and enters the Tech ID and their social security number. Library Card Number. The user selects the institution that assigned the library card and enters the library card barcode number and their social security number. State Employee Number. The user selects the institution where they have an employee affiliation and enters the state employee number and their social security number. Personal Address. The user enters a personal address and the system locates the address in the system. If it s in the system, an with a verfication code is sent to the address. Verification Code. A user enters a verfication code sent to their personal address. They also enter their last name or an address associated with their account (this can be a personal or institutionally assigned address). Last updated: 6/12/2013 page 5 of 26

6 Activate StarID Activate StarID, Forgot Password and Forgot StarID first require the user to verify their identity. Although verification options are in Employee, Student and Guest groupings, any user can use any option. As long as the system has the requested information on record for the user, it will verify their identity. Option Tech ID Library Card Barcode State Employee Number Personal Address Verification Code Who can use the option Employees and students setup in ISRS with a social security number. Employees and students setup in ISRS with a social security number and who have been assigned a PALs system library card. Persons setup in the ISRS HR application (SCUPPS) as an employee. Students with a personal address associated with their ISRS eservices account. Some employees have a personal address on record in ISRS, but this is not typical. Persons who have had a verification code sent to their address or given to them by an authorized StarID administrator. Last updated: 6/12/2013 page 6 of 26

7 Activate StarID with Tech ID, Library Card Barcode or State Employee Number - Enter identifier information User enters: School -- If the user has selected Tech ID or Library Card Barcode to verify their identity, they must select the school that assigned the Tech ID or Library Card. If the user has selected State Employee Number, they must select the school where they have an employee affiliation. Tech ID (or Library Card Barcode or State Employee Number) -- The user enters the requested ID/number. If their Tech ID or State Employee Number has leading zeroes, they must include the leading zeroes here. Social Security Number -- The user enters their social security number. If the user does not have a social security number, they cannot use Tech ID, Library Card Barcode or State Employee number to verify their identity. If their SSN but their SSN is has not recorded on their ISRS account, they will get an error message, We cannot locate a person matching the information you have provided (Error Code: IAM-G004). Last updated: 6/12/2013 page 7 of 26

8 Activate StarID Create a new password User enters and selects: StarID Self Service Functions New Password -- User creates and confirms a new StarID password. Preferred -- A user with more than one address must select one as preferred before they can activate their StarID. Their list of addresses are available in a drop down selection list. If a user has just one address, it will default as their preferred. Acknowledgement of Acceptable Use User checks the box to acknowledge the Acceptable Use of Computers policy. john.doe@gmail.com Last updated: 6/12/2013 page 8 of 26

9 Activate StarID StarID activated confirmation The system displays the user s StarID and a confirmation that it has been activated. If the user has an address associated with their StarID account and it is selected as their preferred , the system will use it to send the user a confirmation . See the StarID Notices section of this document: StarID activation confirmation Last updated: 6/12/2013 page 9 of 26

10 Forgot Password Activate StarID, Forgot Password and Forgot StarID first require the user to verify their identity. Although verification options are in Employee, Student and Guest groupings, any user can use any option. As long as the system has the requested information on record for the user, it will verify their identity. Select one of the following identifiers to set a new password. Option Tech ID Library Card Barcode State Employee Number Personal Address Verification Code Who can use the option Employees and students setup in ISRS with a social security number. Employees and students setup in ISRS with a social security number and who have been assigned a PALs system library card. Persons setup in the ISRS HR application (SCUPPS) as an employee. Students with a personal address associated with their ISRS eservices account. Some employees have a personal address on record in ISRS, but this is not typical. Persons who have had a verification code sent to their address or given to them by an authorized StarID administrator. Last updated: 6/12/2013 page 10 of 26

11 Forgot Password with Tech ID, Library Card Barcode or State Employee Number - Enter identifier information User enters: School -- If the user has selected Tech ID or Library Card Barcode to verify their identity, they must select the institution that assigned the Tech ID or Library Card. If the user has selected State Employee Number, they must select the institution where they have an employee affiliation. Tech ID (or Library Card Barcode or State Employee Number) -- The user enters the requested ID/number. If their Tech ID or State Employee Number has leading zeroes, they must include the leading zeroes here. Social Security Number - The user enters their social security number. If the user does not have a social security number on their ISRS record, they cannot use Tech ID, Library Card Barcode or State Employee number to verify their identity. If the user enters their SSN but their SSN is not recorded on their ISRS record, they will get an error message, We cannot locate a person matching the information you have provided (Error Code: IAM- G004). Last updated: 6/12/2013 page 11 of 26

12 Forgot Password Reset password User enters and selects: StarID Self Service Functions New Password -- User changes their StarID password to a new password. Preferred -- A user with more than one address can select another as preferred or leave their selection unchanged. Their addresses will display in a drop down selection list. If a user has just one address, it will default as their preferred. Acknowledgement of Acceptable Use User checks the box to acknowledge the Acceptable Use of Computers policy. Forgot Password Password reset confirmation The system displays the user s StarID and a confirmation that the password change is successful. If the user has an address associated with their StarID account and it is selected a preferred, the system will use it to send the user a confirmation . See the StarID Notices section of this document: Password change notice Your password has been changed Last updated: 6/12/2013 page 12 of 26

13 Forgot StarID Activate StarID, Forgot Password and Forgot StarID first require the user to verify their identity. Although verification options are in Employee, Student and Guest groupings, any user can use any option. As long as the system has the requested information on record for the user, it will verify their identity. Select one of the following identifiers to retrieve your StarID Option Tech ID Library Card Barcode State Employee Number Personal Address Verification Code Who can use the option Employees and students setup in ISRS with a social security number. Employees and students setup in ISRS with a social security number and who have been assigned a PALs system library card. Persons setup in the ISRS HR application (SCUPPS) as an employee. Students with a personal address associated with their ISRS eservices account. Some employees have a personal address on record in ISRS, but this is not typical. Persons who have had a verification code sent to their address or given to them by an authorized StarID administrator. Last updated: 6/12/2013 page 13 of 26

14 Forgot StarID with Tech ID, Library Card Barcode or State Employee Number - Enter identifier information User enters: School -- If the user has selected Tech ID or Library Card Barcode to verify their identity, they must select the institution that assigned the Tech ID or Library Card. If the user has selected State Employee Number, they must select the institution where they have a recent, current or future employee affiliation. Tech ID, Library Card Barcode or State Employee Number -- The user enters the requested ID/number. If their Tech ID or State Employee Number has leading zeroes, they must include the leading zeroes here. Social Security Number -- The user enters their social security number. If the user does not have a social security number on their ISRS record, they cannot use Tech ID, Library Card Barcode or State Employee number to verify their identity. If the user enters their SSN but their SSN is not recorded on their ISRS record, they will get an error message, We cannot locate a person matching the information you have provided (Error Code: IAM- G004). Last updated: 6/12/2013 page 14 of 26

15 Forgot StarID StarID successfully retrieved The system displays the user s StarID and gives them the options to also reset their password. User can reset the password or select Cancel to return to the StarID site. john.doe@gmail.com Last updated: 6/12/2013 page 15 of 26

16 Personal Address 1. A user selects Activate StarID or a Forgot function from the StarID web site and they are presented with options to verify their identify. 2. The user selects Personal Address and is then asked to enter a personal address along with the message, We will check our records for the personal address that you provide. It it s on file, we will send a verification code to the address. 3. If the system locates the address entered by the user and it s assigned to one and only one StarID account, an with a verfication code is sent to the address. 4. The user is then asked to enter their verification code along with their address or last name. The address can be any associated with their ISRS and StarID account; a personal or institutionally assigned address will work here. Last updated: 6/12/2013 page 16 of 26

17 An a verification code is sent to the address entered by the user Also see the StarID Notices section of this document: Verification code Last updated: 6/12/2013 page 17 of 26

18 Verification Code 1. The user selects the Verification Code option and is asked to enter a verification code along with their address or last name. The address can be any associated with their ISRS and StarID account (personal or institutionally assigned). The verification code can be the one just sent to their personal address or one given to them by a StarID administrator. 2. The system checks that the verification code has not expired and that the last name or address entered matches the StarID account. If verified, the user is directed to the appropriate page: If Activate StarID, user is directed to the Create a new Password page If Forgot Password or Forgot StarID, the sytem displays the user s StarID and gives them the option to reset the password. Last updated: 6/12/2013 page 18 of 26

19 Change Password and Manage Profile Profile Sign In StarID Self Service Functions The user selects Change Password or Manage Profile from the list of StarID self service options and enters their StarID and password to log into their StarID profile. The user will see error message, The StarID or password you entered is incorrect, or your password has expired if they enter, an invalid StarID, or the wrong password, or the password has expired. Last updated: 6/12/2013 page 19 of 26

20 StarID Profile After selecting Change Password or Manage Profile from the list of StarID self service options and logging in with their StarID, the user will see their account profile. The profile displays the person s: First Name Informal First Name Middle Name Last Name StarID Preferred Selection List (if they have more than one address) If the user has more than one address on their StarID profile, they can use their list to select or change their preferred address and then click Apply to save the change. Change Password After selecting Change Password or Manage Profile from the list of StarID self service options and logging in with their StarID, the user will see a section on their profile page where they can change their password. When the user enters their old password, new password and clicks Apply, the system displays a confirmation that the password has changed. The system also sends an notice to user s preferred address confirming the password change. Last updated: 6/12/2013 page 20 of 26

21 Change Password option disabled StarID Self Service Functions A user with more than one address on their StarID account must have one selected as their preferred address before they can change their password. The Change Password option will be disabled until they select a preferred address. User must select a preferred address before they can change their password Last updated: 6/12/2013 page 21 of 26

22 Expired Password The StarID web site presents an Expired Password option. This option directs the user through the same steps used by the Forgot Password option: The user selects a method to verify their identity (Tech ID, Library Card Number, State Employee Number, Personal Address or Verification Code) and then creates a new password. See the Forgot Password section of this document. Last updated: 6/12/2013 page 22 of 26

23 StarID Self Service User Error Messages StarID self service functions display user warnings and error messages in a message box like those shown below. Some error conditions are straight forward and tend to be easily understood by the end user. These simply include an text message to the user and do not include an error code. Other error conditions are more complex and originate from data or StarID account conditions that may not be obvious to the user. These error messages will include an error code as shown below. It is helpful to ask the user to provide the exact text of an error message, including the error code if one exists. Different data conditions can result in errors with the exact same text message but with different error codes. Go to for a list of errors messages generated by the StarID Self Service system, including the error code, the message displayed to the user, a description of what the error means and sometimes what can be done about it. When escalating a support ticket to tier 2 or tier 3 support, provide the full error message text, including the error code. Last updated: 6/12/2013 page 23 of 26

24 StarID Notices The StarID system sends the following notices to StarID users. Notice StarID Activate Confirmation Password Change Notice Password Expiration Notice Additional Added Notice Preferred Dropped Verification Code Event Description A person successfully activates their StarID for the first time or a StarID user uses the Activate StarID function to reset an expired password. The user s StarID password had been changed using the Change Password, Manage Profile or Forgot Password function. The user s StarID password will soon expire. A password expiration reminder is send 21, 7 and 1 day(s) before the expiration date. An additional address has been added to the user s profile. Although one is already selected as preferred, users receives a notice reminding them to verify that the selection is correct and to select another if it is not. The preferred address is dropped from an active StarID user s profile and multiple addresses remain. The StarID has been activated and is not in a disabled status. The user has request that a verification code be sent to their address while activating a StarID, resetting a forgotten password or retrieving a forgotten StarID. StarID activation confirmation Event description: sent to: subject line: message: A user successfully activates their StarID for the first time or uses the Activate StarID function to reset an expired password. User s preferred address. StarID Notice: You have activated your StarID You have activated your StarID: <user s StarID> At the same time, you created the password used with this StarID. For security reasons, the password is not included in this message. You will be required to periodically change your password. StarID policy requires you to change your password at least once every 180 days. We ll send a reminder as it approaches 180 days since your last password change. Visit the web site, starid.mnscu.edu if you have questions about your StarID. Last updated: 6/12/2013 page 24 of 26

25 Password change notice Event description: sent to: subject line: message: The user s StarID password had been changed using the Change Password, Manage Profile or Forgot Password function. User s preferred address. StarID Notice: Your password has been changed. Your StarID password has been changed. If you did not make this change, please contact the Help Desk immediately. You will find contact information at the StarID help page at StarID policy requires you to change your password at least once every 180 days. We ll send a reminder if it approaches 180 days since your last password change. If you question the legitimacy of a message regarding your StarID, forward the entire to the Help Desk at itsmnscu@custhelp.com and DELETE it. Password expiration warning Event description: sent to: subject line: message: The user s StarID password will soon expire. A password expiration reminder is send 21, 7 and 1 day(s) before the expiration date. User s preferred address. StarID Notice: Your password will expire in <x> days / under 24 hours. The password for your StarID account will expire in <xxxxx>. Please take time to update your password before it expires. To update your password: 1) Visit the web site starid.mnscu.edu 2) Select Change Password to create a new password. Additional address added Event description: An additional address has been added to the user s profile. Although one is already selected as preferred, users receives a notice reminding them to verify that the selection is correct and to select another if it is not. sent to: User s preferred address. subject line: StarID Reminder: Verify your preferred address message: We see that your StarID profile has more than one address. Your preferred address is currently set to <insert preferred here>. If it is not correct, please visit the StarID web site to select a different preferred address. Notices from the StarID system are always sent to your preferred . To change your preferred selection: - Visit the web site starid.mnscu.edu - Select Manage Profile and log in with your StarID and password - Select a preferred address Last updated: 6/12/2013 page 25 of 26

26 Preferred dropped StarID Self Service Functions Event description: sent to: subject line: message: The preferred address is dropped from an active StarID user s profile and multiple addresses remain. The StarID has been activated and is not in a disabled status. All of the user s addresses StarID Reminder: Select a preferred address We see that your StarID profile has more than one address and a preferred address has not been selected. Please visit the StarID web site to select a preferred . Notices from the StarID system are always sent to your preferred . To change your preferred selection: - Visit the web site starid.mnscu.edu - Select Manage Profile and log in with your StarID and password - Select a preferred address Verification code Event description: sent to: subject line: message: The user has request that a verification code be sent to their address while activating a StarID, resetting a forgotten password or retrieving a forgotten StarID. address entered by the user and verified by the system StarID Notice: Verification Code You have requested a verification code to allow you to activate your StarID, look up a forgotten StarID, or reset your StarID password. Return to starid.mnscu.edu and select the Verification Code option to complete the process. Enter the data requested, including the code listed below. Verification Code: <verification code> PLEASE NOTE: This code must be used within the next hour and can be used one time only. If you question the legitimacy of a message regarding your StarID, forward the entire to the Help Desk at itsmnscu@custhelp.com and DELETE it. Last updated: 6/12/2013 page 26 of 26