Central Data Exchange eTSCA Registration Guide

U.S. Environmental Protection Agency
Central Data Exchange
eTSCA Registration Guide

Version 2.1
December 7, 2009

Table of Contents
Table of Contents.........................................................................................................................i
List of Exhibits............................................................................................................................. ii
Revision Log .............................................................................................................................. iii
1

Introduction ........................................................................................................................6
1.1

Document Purpose.......................................................................................................6

1.2

Background ..................................................................................................................6

1.3

Scope ...........................................................................................................................6

2

CDX Web Registration .......................................................................................................7

3

Logging In ........................................................................................................................22

4

Reset Password ...............................................................................................................27

5

For Existing Users ............................................................................................................31
5.1

Edit Current Account Profiles......................................................................................31

5.2

Add New Employer Profile..........................................................................................35

5.3

Viewing Support Registrants (for Authorized Officials)................................................37

5.4

The CDX User Inbox ..................................................................................................38

Appendix A. List of Acronyms ...................................................................................................42

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List of Exhibits
Exhibit 2-1 CDX Web Home Page...............................................................................................7
Exhibit 2-2 CDX Web Warning Notice and Privacy Statement.....................................................8
Exhibit 2-3 CDX Terms & Conditions Agreement Form ...............................................................9
Exhibit 2-4 CDX Registration: User Information.........................................................................10
Exhibit 2-5 CDX Registration: Organization Information ............................................................10
Exhibit 2-6 CDX Registration: Add Program..............................................................................11
Exhibit 2-7 Add Program ID.......................................................................................................12
Exhibit 2-8 CDX Registration Confirmation Request E-mail (Authorized Official).......................12
Exhibit 2-9 eTSCA Support Registrant Page.............................................................................13
Exhibit 2-10 eTSCA Support Registrant Page – Select Organization ........................................13
Exhibit 2-11 CDX Registration Confirmation Request E-mail (Support Registrant)....................14
Exhibit 2-12 CROMERR ESA Page ..........................................................................................15
Exhibit 2-13 Electronic Signature Agreement Form...................................................................16
Exhibit 2-14 eTSCA Verification Form Page..............................................................................17
Exhibit 2-15 eTSCA Verification Form for an Authorized Official ...............................................18
Exhibit 2-16 eTSCA Verification Form for a Support Registrant ................................................19
Exhibit 2-17 Registration Complete ...........................................................................................20
Exhibit 2-18 Welcome to EPA CDX E-mail................................................................................20
Exhibit 2-19 Registration Approval E-mail .................................................................................21
Exhibit 3-1 CDX Homepage ......................................................................................................22
Exhibit 3-2 CDX Homepage ......................................................................................................23
Exhibit 3-3 20-5-1 CROMERR Questions Page ........................................................................24
Exhibit 3-4 20-5-1 Confirmation Page .......................................................................................25
Exhibit 3-5 20-5-1 Confirmation E-mail......................................................................................25
Exhibit 3-6 TSCA Program Link on Authorized Official MyCDX Page........................................26
Exhibit 3-7 TSCA Program Link on Support Registrant MyCDX Page.......................................26
Exhibit 4-1 Login Page/Forgot Password Link...........................................................................27
Exhibit 4-2 Password Reset Page.............................................................................................27
Exhibit 4-3 Password Reset Page.............................................................................................28
Exhibit 4-4 Password Reset/Temporary Password....................................................................28
Exhibit 4-5 Password Reset Confirmation E-mail ......................................................................29
Exhibit 4-6 Change Password Page..........................................................................................30
Exhibit 5-1 Edit Current Account Profiles link ............................................................................31
Exhibit 5-2 Edit Organization Profiles Page...............................................................................32
Exhibit 5-3 Edit Organization Information page .........................................................................32
Exhibit 5-4 Add Program Page..................................................................................................33
Exhibit 5-5 List of User Roles and Statuses ..............................................................................34

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Exhibit 5-6 Deactivation Confirmation Pop-up Window..............................................................34
Exhibit 5-7 Registration Data.....................................................................................................34
Exhibit 5-8 Add Role Page ........................................................................................................35
Exhibit 5-9 Add New Employer Profile link ................................................................................36
Exhibit 5-10 Add Organization Page .........................................................................................36
Exhibit 5-11 View New Organizations .......................................................................................37
Exhibit 5-12 List of Support Registrants ....................................................................................38
Exhibit 5-13 How to Access User Inbox.....................................................................................39
Exhibit 5-14 User Inbox.............................................................................................................39
Exhibit 5-15 Inbox view: Unread messages...............................................................................40
Exhibit 5-16 Inbox view: Read messages..................................................................................40

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Revision Log
Date

Version
No.

Description

Author

Reviewer

Review
Date

11/20/09

2.0

Updated to reflect Web Start changes

L. Kramer

V. Tran-Lam

11/15/09

11/23/09

2.1

Added “For Existing Users” section

L. Kramer

V. Tran-Lam

11/30/09

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iii

1

Introduction

1.1

Document Purpose

This document presents the user guide for the U.S. Environmental Protection Agency’s (EPA's)
Office of Prevention, Pesticides, and Toxic Substances (OPPTS) / Office of Pollution Prevention
and Toxics (OPPT), and Central Data Exchange (CDX) Electronic Toxic Substances Control Act
(eTSCA) Submissions data flow that provides service for 30 different types of Toxic Substances
Control Act (TSCA) submissions through EPA’s CDX system.
1.2

Background

The purpose of this system is to provide secure electronic submission and receipt of eTSCA
submissions. Industries can submit the encrypted and signed data through CDX to the OPPT
environment in the Enterprise Content Management System (ECMS). OPPT analysts obtain the
data from ECMS and use it in a workflow process.
The eTSCA application facilitates the receipt and storage of eTSCA-related submissions into the
ECMS.
1.3

Scope

The eTSCA CDX Registration User Guide provides the user with the information that he/she
needs to know about registration for CDX under the TSCA program.

Introduction
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2

CDX Web Registration

The following section describes CDX Web registration process for an eTSCA submitter. All
CDX Web users enter the system through the CDX Web Home page located at
http://cdx.epa.gov as seen in Exhibit 2-1.
Exhibit 2-1 CDX Web Home Page

New users will choose the first option titled “If you are new to CDX and wish to register, please
click here” to launch the registration wizard. A warning notice will be displayed as seen in
Exhibit 2-2.

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Exhibit 2-2 CDX Web Warning Notice and Privacy Statement

The “Click here to continue” link will continue the registration process, leading to the Terms &
Conditions page as seen in Exhibit 2-3.

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Exhibit 2-3 CDX Terms & Conditions Agreement Form

Users can accept the terms and conditions by clicking the “I Accept” button or cancel the
registration by clicking the “I Decline” button. Once the user has accepted the registration
agreement, he or she will be redirected to the personal information form as seen in Exhibit 2-4.

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Exhibit 2-4 CDX Registration: User Information

After choosing a user name, password, and secret question, the user will be asked for his or her
organization information (Exhibit 2-5).
Exhibit 2-5 CDX Registration: Organization Information

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The user will have to provide his or her organization name, address, e-mail address, and phone
number. It is important that the user carefully note the input for the “Organization Name” field,
as he or she will be prompted for this information during the eTSCA submission process and will
need to provide an exact match for authentication.
Clicking the “Next” button will lead to the “Add Program” page. On this page the user will
choose the “TSCA” dataflow as seen in Exhibit 2-6.
Exhibit 2-6 CDX Registration: Add Program

After adding the “TSCA” program to the new account, the user will be asked to specify his or
her Program ID Type as “Authorized Official” or “Support Registrant” as seen in Exhibit 2-7.

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Exhibit 2-7 Add Program ID

At this point, users registering as an Authorized Official will receive an e-mail confirming
registration request, as seen in Exhibit 2-8 below.
Exhibit 2-8 CDX Registration Confirmation Request E-mail (Authorized Official)

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Users registering as a Support Registrant will be asked to specify their Authorized Official’s
User ID. This can be seen on the eTSCA Support Registrant page illustrated in Exhibit 2-9.
Exhibit 2-9 eTSCA Support Registrant Page

Once the authorized official is specified, the user is then prompted to select the Authorized
Official’s organization with which they’ll be associated, as seen in Exhibit 2-10.
Exhibit 2-10 eTSCA Support Registrant Page – Select Organization

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At this point, users registering as a Support Registrant will receive an e-mail confirming
registration request, as seen in Exhibit 2-11.
Exhibit 2-11 CDX Registration Confirmation Request E-mail (Support Registrant)

Users who have not previously provided an electronic signature agreement (ESA) for eTSCA
will be prompted to print, sign, and mail an ESA to the EPA (as seen in Exhibit 2-12). A copy of
the ESA form will be saved in the user’s MyCDX Inbox for future reference and reprinting, if
needed.

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Exhibit 2-12 CROMERR ESA Page

Clicking the “Create ESA & Continue” button will allow the user to proceed with the Electronic
Signature Agreement (ESA) generation process. The resulting agreement form is shown in
Exhibit 2-13. The user will be asked to print the resulted ESA as part of the ESA procedure.

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Exhibit 2-13 Electronic Signature Agreement Form

Once the user has printed and exited the form, he or she will be brought to the screen seen in
Exhibit 2-14.

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Exhibit 2-14 eTSCA Verification Form Page

The user will be asked to print, sign, and mail a verification form (Exhibit 2-15 and Exhibit 2-16)
accessed by clicking the “Create Form & Continue” button. Like the ESA, the verification form
will be saved to the user’s MyCDX Inbox for future reference.

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Exhibit 2-15 eTSCA Verification Form for an Authorized Official

CDX Web Registration
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Exhibit 2-16 eTSCA Verification Form for a Support Registrant

When the form is closed, a confirmation page is displayed, as seen in Exhibit 2-16.
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Exhibit 2-17 Registration Complete

The user will receive an automated e-mail confirmation of successful registration Exhibit 2-17.
Exhibit 2-18 Welcome to EPA CDX E-mail

The user’s ESA and verification forms will be reviewed by the eTSCA approver. If the user
credentials are confirmed, the user will be notified via e-mail Exhibit 2-18 that his or her account
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has been activated. Once this e-mail is received, the user will be able to log into CDX. This
completes the initial user registration process.
Exhibit 2-19 Registration Approval E-mail

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3

Logging In

User will navigate to the CDX homepage and Registration Warning Notice located at
http://cdx.epa.gov as seen in Exhibit 2-2 above. User will follow the login process by clicking
the “Click here to Continue” link.
Exhibit 3-1 shows the CDX homepage for new and current users. To log in, current users will
follow the “click here” link illustrated below.
Exhibit 3-1 CDX Homepage

This will navigate users to the login screen (Exhibit 3-2). Users will log in using the CDX
credentials established during CDX Registration. For issues regarding a forgotten password,
please refer to the “Reset Password” portion of this guide (Section 4).

Logging In
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Exhibit 3-2 CDX Homepage Login

To satisfy the 20-5-1 CROMERR requirement, users will be asked to establish a set of security
questions at the point of initial login. The user will select five (5) security questions from a list of
twenty (20) and provide answers to those five questions (Exhibit 3-2). For security purposes,
each time the user logs in to CDX Web through the eTSCA tool thereafter, one (1) of the chosen
questions will be used to confirm the identity of the submitter.

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Exhibit 3-3 20-5-1 CROMERR Questions Page

After clicking the “Save Answers” button, a confirmation page will be displayed to the user
(Exhibit 3-3). As stated on the webpage screen, the user will receive an e-mail confirmation as
well that his or her security questions and answers have been established (Exhibit 3-4).

Logging In
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Exhibit 3-4 20-5-1 Confirmation Page

Exhibit 3-5 20-5-1 Confirmation E-mail

Clicking the “Continue” button on the “20-5-1 Confirmation” page will bring the user to his or
her “MyCDX” page. After the account has been activated, a “TSCA” program link will appear
on the CDX Web home page as seen in Exhibit 3-5.

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Exhibit 3-6 TSCA Program Link on Authorized Official MyCDX Page

The Authorized Official users are shown a link for “Client download and View Support
Registrants,” while Support Registrant users are simply provided a link to download the client
(Exhibit 3-6).
Exhibit 3-7 TSCA Program Link on Support Registrant MyCDX Page

Logging In
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4

Reset Password

In the event that a user forgets his or her password, a “Forgot Password?” link is provided
(Exhibit 4-1).
Exhibit 4-1 Login Page/Forgot Password Link

The “Forgot Password?” link directs users to the “Password Reset” page (Exhibit 4-2) where the
user is asked to enter his or her username.
Exhibit 4-2 Password Reset Page

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At this point, the user will be prompted to provide an answer to the security question previously
set during the registration process. This can be seen in Exhibit 4-3 below.
Exhibit 4-3 Password Reset Page

After the user hits “submit” to confirm his or her password reset request, the screen illustrated in
Exhibit 4-4 will appear providing a temporary password, as well as an e-mail confirmation as
seen in Exhibit 4-5. It is imperative that users take note of the temporary password provided on
screen at the time of request, as this information is not contained in the automated e-mail.
Exhibit 4-4 Password Reset/Temporary Password

Reset Password
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Exhibit 4-5 Password Reset Confirmation E-mail

The use will now attempt to log in with the temporary password provided. If done correctly, the
user will arrive at the “Change Password” page Exhibit 4-6 and will be prompted to set a new
password. A successful password change will navigate the user back to his or her main page.

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Exhibit 4-6 Change Password Page

Reset Password
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5

For Existing Users

The following section covers editing account information for existing users. Users must log in to
CDX (Section 3 of this guide) to arrive at the MyCDX page, where he or she will be able to
change information related to the user account, profile, program, company, etc.
5.1

Edit Current Account Profiles

From the MyCDX page, users can click the “Edit Current Account Profiles” link (seen in Exhibit
5-1) to edit organization information, add a new program, or view user roles and statuses.
Exhibit 5-1 Edit Current Account Profiles link

5.1.1

Edit Organization Contact Info

The “Edit Current Account Profiles” link seen above brings the user to the “Edit Organization
Profiles” page seen in Exhibit 5-2 below.

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Exhibit 5-2 Edit Organization Profiles Page

This page contains three important links: the “Edit Organization Contact Information” link, the
“Add New Program” link, and the “List Roles” link, as highlighted above.
5.1.2

Edit Organization Contact Information

The “Edit Organization” section allows users to change any information related to their
organization, such as address, e-mail, and phone number.
Exhibit 5-3 Edit Organization Information page

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5.1.3

Add New Program

To add an additional program, users can navigate to the “Add Program” page [Exhibit 5-4] by
clicking the “Add New Program” link.
Exhibit 5-4 Add Program Page

The original program with which the user has registered (TSCA, in this case) will no longer
appear in the list. To add one of the listed programs, simply select the radio button next to the
desired item and click the “add” button to save. The “Cancel” button will bring the user back to
“Edit Organization Profiles” page.
5.1.4

List Roles

The “List Roles” link allows users to view all of his or her roles in the system for the specific
organization as well as the current statuses (active, awaiting approval, deactivated) of these roles.
Exhibit 5-5 below shows the screen for a user that is both an Authorized Official and a Support
Registrant. The Support registrant role is waiting for approval.

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Exhibit 5-5 List of User Roles and Statuses

From this page, the user will have the option to edit or deactivate the roles in the list. Before
deactivation, the user must confirm this action on pop-up box seen below.
Exhibit 5-6 Deactivation Confirmation Pop-up Window

Clicking the “OK” button will deactivate the chosen role. The “cancel” button will remove the
pop-up box and no action will be taken.
For a Support Registrant, the user can view details of the Authorized Official’s registration
information by clicking the “Reg. Data” link. A new window will appear with these details.
Note: roles can only be approved by the Registration Account Manager.
Exhibit 5-7 Registration Data

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5.1.4.1

Add New Role

Users may add a new role for themselves by clicking the “Add New TSCA Role / Program ID”
link which will bring them to the screen seen below.
Exhibit 5-8 Add Role Page

Users may register a second role as a Support Registrant or an Authorized Official.
Users registering a Support Registrant role will be asked to provide the User ID of the
Authorized Official under which they will be registering. After doing so, they will choose the
appropriate organization associated with the Authorized Official they have specified. These
screens will be identical to those seen in Exhibit 2-9 and Exhibit 2-10.
Those users wishing to add another role will be required to fill out and send in all required forms
again (essentially re-register) to be approved for this role. The necessary form(s) will
automatically be generated.
This method may only be used to register for another role for the current organization under
which the user is already registered. To add another role for a separate organization, the user
must add a new employer profile (Section 5.2 of this guide).
Note: For the TSCA program, users should always enter the value “N/A” into the “ID” field.
5.2

Add New Employer Profile

The “Add New Employer Profile” link [Exhibit 5-9] may be used to add a new organization
and/or role to a user’s profile.

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Exhibit 5-9 Add New Employer Profile link

This link will direct users to a form where he or she can input information for a new organization
[Exhibit 5-10].
Exhibit 5-10 Add Organization Page

After completing this form, the user will see the page pictured in Exhibit 2-6 and will be asked to
provide the program for this role and organization. The user can choose the same program
(TSCA) or a new one. He or she will then be prompted to choose a user role: Authorized Official
or Support Registrant. When this process has been completed, the user will need to send in all
mandatory forms and be approved again by the Registration Account Manager.

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The change will be reflected in the user’s account profile on the “Edit Organization Profiles”
page. As seen in Exhibit 5-11 below, a new organization (Company 3) has been added to this
user’s profile.
Exhibit 5-11 View New Organizations

5.3

Viewing Support Registrants (for Authorized Officials)

Authorizing Officials can check the status of the Support Registrants registered beneath them by
clicking the “TSCA: eTSCA Client Download and View Support Registrants” link highlighted in
Exhibit 3-6.
Note: This link will appear differently for Support Registrant users. If logged in as a Support
Registrant, link will read “TSCA: eTSCA Client Download” and will not contain any additional
information about users.
This link will direct Authorized Official users to a page where they will be asked to choose
whether they would like to view Support Registrant information to be directed to the eTSCA tool
download page.
Clicking the “View Your Support Registrants” page will allow users to view a list of all the
Support Registrants that have registered under them (i.e., the Support Registrant listed that
Authorized Official’s User ID at the point of registration).

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Exhibit 5-12 List of Support Registrants

The information listed with each Support Registrant includes: his or her Name, CDX User ID,
Organization information (Name, Address, E-mail, Telephone Number), and the status of the
registration.
5.4

The CDX User Inbox

The CDX user inbox can be accessed two ways—via the link on the left-hand navigation pane or
the notification on the MyCDX user homepage. This notification, as seen in Exhibit 5-13 below,
displays the number of unread messages that currently exist in the inbox.

For Existing Users
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Exhibit 5-13 How to Access User Inbox

5.4.1

Viewing and Sorting the User Inbox

A sample view of a user inbox can be seen below in Exhibit 5-14. This in box contains five (5)
messages, three (3) of which are new.
Exhibit 5-14 User Inbox

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Messages in the inbox can be sorted by status (new or read), sender, subject, or date. To sort by
one of these options, users may click the title header of that column and the messages will
automatically sort in ascending order (for sender, subject, or date). Clicking the column header
again will sort messages in descending order.
An envelope icon (
) denotes a new (un-read) message in the inbox. By default, the column
header will read “all” – meaning that it is showing all messages in the inbox. Clicking this header
will change the text “all” to show the un-opened envelope icon. The inbox will now display only
un-read messages, as seen in Exhibit 5-15 below.
Exhibit 5-15 Inbox view: Unread messages

If clicked again, the un-opened envelope icon will change into an opened envelope icon (
),
and the inbox will now display only previously read messages. A sample inbox can be seen in
Exhibit 5-16 below.
Exhibit 5-16 Inbox view: Read messages

Finally, the inbox will return to the default “all” display if the column header is clicked again.
Selecting a message can be done by clicking the check-box associated with the desired message.
Messages must be selected before attempting to delete or download an attached file. To select
all, click the header check box located in the grey header section.
Attachments may also be downloaded by opening the message and clicking the file link located
within.
5.4.2

Messages in the user inbox

The items in the system inbox will be similar to those received by the user at the e-mail address
he or she provided during registration. Users can expect to see some of the following messages
in their CDX inbox*:
• Subject: Welcome to CDX – This message is received upon CDX registration welcoming
users to the Central Data Exchange.
• Subject: TSCA ESA is attached – As part of the registration process, users will be required to
print and sign an Electronic Signature Agreement (ESA). A digital copy of this form is
available for download from this message in the user inbox.
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• Subject: eSIG-PIN Questions Answered – This message is to inform users that they have
successfully established their 20-5-1 question and answer sets. The e-mail contains the five
questions the user has chosen, but for security purposes, does not include the user’s answers.
• Subject: Authorized Official Verification Form or Support Registrant Verification Form –
When a user has signed up as (or has added a role as) an Authorized Official or a Support
Registrant, he or she will need to go through a verification process and be approved by the
EPA. A digital copy of this verification form will be available for reference or printing in this
inbox message.
• Subject: You successfully signed a document – This message will appear after a user has
successfully submitted a form with the eTSCA tool. It informs the user that he or she has
successfully signed a document with CROMERR.
*Message title and content subject to change. Additional messages may appear.

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Appendix A. List of Acronyms
The following is a list of acronyms used in this document.
Acronym/Term

Definition

CDX

Central Data Exchange

CoR

Copy of Record

ECMS

Enterprise Content Management System

EPA

Environmental Protection Agency

ESA

Electronic Signature Agreement

eTSCA

Electronic Toxic Substances Control Act

IE

Internet Explorer

OPPT

Office of Pollution Prevention and Toxics

OPPTS

Office of Prevention, Pesticides, and Toxic Substances

PMN

Pre-manufacturing Notice

SRN

Submission Report Number

SSL

secure socket layer

TSCA

Toxic Substances Control Act

UI

user interface

WSDL

Web services description language

Appendix A. List of Acronyms
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