Configuring the Application to Work with Symantec PKI Manager

This section describes how to configure ActivID CMS to work with Symantec certificates using a defined sequence of procedures.

Prerequisites: You must make sure that the following conditions are met:
  • You must have access to Symantec PKI Manager Portal version 8.x.

  • Symantec PKI client must be installed on the workstation that is used to access Symantec PKI Manager Portal.

  • You must know how to create a Java KeyStore and Trust Store to establish mutual SSL authentication with Symantec PKI Manager.

  • If you want to perform key escrow, you must request a SAAS account from Symantec.

For details, refer to the Symantec Managed PKI technical documentation.

Obtaining an RA Certificate to Store in a Java KeyStore File

You can store your RA A Registration Authority (RA) is an authority in a network that verifies user requests for a digital certificate and instructs the CA to issue it. An RA is part of a PKI, a networked system that enables companies and users to exchange information safely and securely. certificate in an HSM A Hardware Security Module (HSM) securely stores secret key material. They are similar to large-storage, multisession smart cards. However, unlike smart cards, they are used mainly on the server side of a system. or a software-based Java KeyStore.

Setting Up Symantec PKI Certificate Profiles

You must use Symantec PKI Manager to enable the PKI administrator to configure certificate profiles for different CAs.

To set up a Symantec PKI certificate profile:

  1. Go to the URL for the PKI Manager (for example: https://ptnr-pki-manager.bbtest.net/pki-manager/).

    Symantec PKI Manager listing available actions with Manage certificate profiles circled in red

  2. To create new Symantec certificate profile, click Manage certificates profiles.

    Symantec Manage certificate profiles dialog box displaying a choice between two options: Test mode and Production mode

  3. Click Test mode.

    After testing the profile and certificate, you can move to the Production mode.

  4. Select the required template. For more information, refer to the Symantec technical documentation.

    • If you want to use the certificate for authentication, verification, and signing purposes without key escrow, you can select the Client Authentication template.

    • If you want to use key escrow for encrypting the certificates, you can select the Secure Email template.

  5. Click Continue.

    Symantec Customize options dialog box displaying various template options with the Certificate friendly name field empty

  6. Make sure the Enrollment method is set to PKI Web Services for all your templates.

    Primary certificate options section of Symantec Customize options dialog box with the Enrollment method selected in the lefthand panel and PKI Web Services selected in the  Enrollment method drop-down list  in the righthand panel

  7. Click Advanced options to customize additional options if required.

    Additional certificate options section of Symantec Customize options dialog box displaying the options that can be customized

  8. If you want to use key escrow, then in the Key escrow field, select Symantec.

    Symantec Customize options dialog box displaying various template options with the Certificate friendly name field set to Encryption

  9. By default, the Common Name Standard term for some LDAP directories specified in the format, cn=<common name>. is set to the "First Name Last Name" value. If you want to customize the CN, you need to delete the Common Name field and add it again in the Subject DN fields:

    1. Click Advanced options.

    Symantec Advanced options dialog box displaying the Certificate fields with an Add field button next to Subject DN and a Hide options button at the top

    1. In the list of Certificate fields, remove the Common Name (CN) field at the top.

    2. Then click Add field.

    Symantec Advanced options dialog box displaying the Certificate fields in the lefthand panel, with the Add certificate field panel on the right displaying Common Name selected in the Certificate field drop-down list and Webservice Request being selected in the Source for the field's value drop-down list

    1. For the Certificate field, select Common Name (CN).

    2. For the Source for the field's value, select Webservice Request.

    Symantec Advanced options dialog box displaying the Certificate fields in the lefthand panel, with the Add certificate field panel on the right displaying Common Name selected in the Certificate field drop-down list, Webservice Request selected for the Source for the field's value drop-down list, and the option No selected in the Required section

    1. For Required?, keep No (the default option).

    Note: If you set Required to Yes but you do not provide a CN in the Device Policy, the issuance will fail.
  10. Click Save.

    Symantec Certificate profile information including the Certificate Profile OID which is highlighted

    The certificate profile is created.

  11. Make a note of the Certificate Profile OID.

    You will need the OID when creating ActivID CMS device policy associated with this particular certificate template.