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This document is intended to provide a quick overview some of the preliminary steps of using APEX, such as logging into APEX, registering your workstation, and resetting your password. A high-level description of the APEX user interface (UI) is also outlined below.

To access the APEX Login Panel, click the User Login button, located on the main APEX ribbon:

The following Login Panel will be displayed:

Field Descriptions:

After you have entered your User Name, Password, and Platform you can click the Login button. APEX will then initiate a variety of actions including, verifying your credentials, retrieving and verifying configuration information associated with your user and your organization and APEX will retrieve and verify your PKI Authentication Certificate.

While APEX is performing these actions, the following panel will be displayed:

During the login verification process, you may be prompted to enter the password (PIN) for your USB token. If your token password is required, the following pop-up window will be displayed.

Enter your token password, click the Ok button, and the login verification process will continue forward.

Once the login initialization and verification process completes, you will be presented with the main APEX UI as shown below:

Documentation for the APEX UI can be found further down in this document.

With all of the passwords that we have in our lives, it is not uncommon to forget your password. If you forget your password and you need to have it reset, you can click on the Forgot Password link on the main Login Panel, the following pop-up window is displayed:

In the User Name field, enter the userid for the platform that you selected on the Login Panel and then click the Request Password Change button.

A temporary password will be sent to the e-mail address that is associated with the userid that you entered.

When you receive the temporary password, enter the temporary password into the Password Change Code field and then enter your new password into the New Password and the Confirm New Password fields.

If you are uncertain about the password formatting rules, you can click the question mark icon and the following pop-up window will be displayed, showing you the rules for creating a password:

If you have entered a new password that meets the password formatting requirements, the Change Password button will become enabled and you can click it to change your password.

Workstations that are used to transmit ERDS or G2G transactions (payloads) must be certified by CeRTNA. The certification process includes a verification that the workstation is configured as outlined in the document Preparing For A System Audit and that an acceptable Microsoft Baseline Security Analyzer report has been submitted to CeRTNA.

The Register Workstation process is the method that APEX uses to ensure that only 'certified' workstations are used for transmitting ERDS or G2G transactions (payloads). If you have installed APEX on a workstation that has not been registered, the buttons for sending and retrieving transactions will not be displayed, which means you will not be able to send and/or retrieve transactions.

If you are installing APEX on a workstation that has been certified by CeRTNA, you can register the workstation by clicking the Register Workstation link on the Login Panel. When you click the Register Workstation link, the following pop-up window is displayed:

All fields are required. Once you have completed filling in the form, click the Register Workstation button and a workstation registration request will be created. CeRTNA staff will receive an e-mail notification that the workstation registration request has been created and a staff member will verify that the ERDS or G2G workstation has been certified. If the workstation has been certified, CeRTNA staff will approve the workstation registration request and this will cause APEX to enable the functionality required to send and retrieve ERDS or G2G transactions.

A confirmation e-mail will be sent to the address provided in the registration request to inform the requester about the status of their registration request.

Once a CeRTNA ERDS or G2G user has successfully logged into APEX, they will be presented with the main APEX User Interface (UI).

The APEX UI is managed dynamically based on each users role, organization, and individual permissions. At a high level, the APEX UI is constructed based on the following UI map:

As shown, the main APEX UI contains a series of Containers, Components, and Selectors. Containers will contain one or more APEX functional components. Selectors provide a way to switch between different functional components.

The following table describes each item:

Additional detail describing each components specific functionality is contained in their respective sections in this document.