Getting started

Requirements

To use the Certificate Manager module, you need the following:

• Registration of environment, system, organization, and reason for signing.
• Publishing profile.
• Certification authority integrated into senhasegura.
• Access group for this module.

Register environments

1. Access Settings➞System Parameters➞Segmentation➞Environments.
2. In the top right corner, click (⁝) View actions, and select New.
3. Set the environment Name.
4. Save. 

Register systems

1. Access Settings➞System Parameters➞Segmentation➞Systems.
2. In the top right corner, click (⁝) View actions, and select New.
3. Set the environment Name.
4. Save.

Register publishing profiles

1. Go to Certificate Manager➞Settings➞Publish Profiles.
2. In the top right corner, click (⁝) View actions, and select New.
3. Set Profile Name and select Publishing Plugin.
4. Activate the option Use a registered credential to access all devices and select an Access credential registered in the system to access the device and perform the publication or uncheck the checkbox and enter the Credential username.
5. Plugin settings are partially filled according to the selected option. Each form has specific fields depending on the plugin.
6. In Servers, add the servers that this profile will act on.
7. Save.

Register organizations

1. Go to Certificate Manager➞Settings➞Organizations.
2. In the top right corner, click (⁝) View actions, and select New.
3. Define the Organization that will use the requested certificate.
4. Fill in the other organization address details.
5. Save.

Register certification authorities

1. Go to Certificate Manager➞Settings➞Authorities.
2. In the top right corner, click (⁝) View actions, and select New.
3. Choose a Certificate Authority.
4. Fill in the mandatory fields. Each form has specific fields according to the authority.
5. Save.

Register reasons to sign certificates

1. Access Certificate Manager➞Settings➞Reasons.
2. In the top right corner, click (⁝) View actions, and select New.
3. Define the reason in Name and select the reason Type.
4. Save.

Register access groups

1. Access Certificate Manager➞Settings➞Access groups.
2. In the top right corner, click (⁝) View actions, and select New.
3. Choose an Access group name that helps in the quick identification of the group and select Yes to guarantee its activation.
4. Under Settings, set the group's permissions.
5. Under Criteria, choose the certificate authorities for which this group will request signatures.
6. Under Users, add users who are members of the group. If you have added a user by mistake, click on the trash can icon located in the first column of the table to remove unwanted users.
7. Add users to Approvers only if approval from group members was requested in the Settings tab.
8. Save.