Document Signing Certificate Getting Started Guide

Transcription

1 Certificate Services Document Signing Certificate Getting Started Guide Using the SafeNet Authentication Client: 8.3 Document issue: 1.0 Date of issue: March 2017 For software release 12.1

2 Document Signing Certificate Getting Started Guide Copyright 2017 Entrust. All rights reserved. Entrust is a trademark or a registered trademark of Entrust, Inc. in certain countries. All Entrust product names and logos are trademarks or registered trademarks of Entrust, Inc. in certain countries. All other company and product names and logos are trademarks or registered trademarks of their respective owners in certain countries. Obtaining technical support For support assistance by you can Customer Support at ecs.support@entrustdatacard.com or visit our Web site at This information is subject to change as Entrust reserves the right to, without notice, make changes to its products as progress in engineering or manufacturing methods or circumstances may warrant. Export and/or import of cryptographic products may be restricted by various regulations in various countries. Export and/or import permits may be required. 2

3 About this guide Supported platforms and software Supported operating systems Supported versions of Adobe Acrobat Supported Microsoft products Documentation conventions Note and Attention text Obtaining technical assistance Technical support Telephone numbers address Related documentation Documentation feedback Installing your Entrust certificate on a token Before you start Downloading and installing the token software Initializing your token Picking up your Entrust certificate Changing the password for your token Recovering a certificate Signing a document Signing a PDF document Signing a Microsoft Word document

4 4 Document issue: 1.0

5 About this guide This guide describes how to store an Entrust certificate on an ikey 5100 token. This includes: installing your token (drivers and software) initializing your token accessing the Entrust Certificate Retrieval Web pages to store the certificate on your token This guide also provides examples of how to sign and/or certify a document or form. For more advanced features, see the documentation accompanying the software product. Note: To navigate through this PDF, you can use the arrow buttons in the menu bar of Adobe Reader. Supported platforms and software The software and token provided by Entrust was tested with the following Operating Systems. It may also work with other operating systems, however it has not been tested. Similarly, Entrust document signing certificates were tested with the Adobe and Microsoft products listed below. Supported operating systems The following operating systems are supported: 5

6 About this guide Microsoft Windows Server 2012 (64-bit), 2012 R2 (64-bit) Microsoft Windows Server 2008 R2 SP1 (64-bit) Microsoft Windows Server 2008 SP2 (32-bit) Microsoft Windows 7 (32-bit and 64-bit) Microsoft Windows 8.0 Microsoft Windows 8.1 Microsoft Windows 10 Supported versions of Adobe Acrobat The following versions of Adobe Acrobat are supported: Adobe Acrobat XI Standard Adobe Acrobat XI Pro Adobe Acrobat X Standard Adobe Acrobat X Pro Adobe Acrobat 9 Standard Adobe Acrobat 9 Pro Adobe Acrobat DC Supported Microsoft products Microsoft Office

7 Document Signing Certificate Getting Started Guide Documentation conventions The following documentation conventions are used in Entrust guides: Table 1: Typographic conventions Convention Purpose Example Bold text (other than headings) Italicized text Blue text Underlined blue text Courier type Angle brackets < > Indicates graphical user interface elements and wizards. Used for book or document titles. Used for hyperlinks to other sections in the document. Used for Web links. Indicates installation paths, file names, Windows registry keys, commands, and text you must enter. Indicates variables (text you must replace with your organization s correct values). Click Next. Entrust Certificate Services Enrollment Guide Entrust TruePass supports the use of many types of digital ID. For more information, visit our Web site at Use the entrust-configuration.xml file to change certain options for Verification Server. By default, the entrust.ini file is located in <install_path>/conf/security/entrust. ini. Note and Attention text Throughout this guide, paragraphs are set off by ruled lines above and below. They provide key information with two levels of importance, as shown below. Note: Information to help you maximize the benefits of your Entrust product. 7

8 About this guide Attention: Issues that, if ignored, may seriously affect performance, security, or the operation of your Entrust product. 8

9 Document Signing Certificate Getting Started Guide Obtaining technical assistance Entrust recognizes the importance of providing quick and easy access to our support resources. The following subsections provide details about the technical support and information available to you. Technical support For Entrust technical support services, visit our Web site at: For technical resources including a comprehensive Knowledge Base visit: Telephone numbers For support assistance by telephone call one of the numbers below: 1 (866) (toll free within North America) 1 (613) (outside North America) address The address for Customer Support is: ecs.support@entrustdatacard.com 9

10 About this guide Related documentation This section describes related documents that may be used in conjunction with this guide. Token software information ( Documentation feedback You can rate and provide feedback about Entrust product documentation by completing the online feedback form. Any information that you provide goes directly to the documentation team and is used to improve and correct the information in our guides. You can access this form by: clicking the link located in the header of Entrust s PDF documents (see top of this page). following this link: 10

11 Installing your Entrust certificate on a token This chapter describes how to enroll your token and install your Entrust certificate on your token. This guide assumes that you have already purchased a document signing certificate. This chapter includes the following sections: Before you start on page 12 Downloading and installing the token software on page 13 Initializing your token on page 21 Picking up your Entrust certificate on page 27 Changing the password for your token on page 31 Recovering a certificate on page 36 11

12 Installing your Entrust certificate on a token Before you start To install and use your Entrust certificate you require: a supported browser with Internet access a supported operating system (see Supported operating systems on page 5) an ikey 5100 token (provided by Entrust) the message from Entrust you received after purchasing the certificate this message contains a link to a Web page where you can download the required software and certificate a supported Adobe or Microsoft product ( Supported platforms and software on page 5) 12

13 Document Signing Certificate Getting Started Guide Downloading and installing the token software In order to manage your token, including tasks such as logging in, initializing, and resetting your password, you must download and install the token software provided by Entrust. Complete the following procedure to obtain and install the token software. Attention: Do not plug your token into your computer until you have completed this procedure. To obtain and install the token software 1 In the notification sent to you by Entrust, click the link to the Entrust Certificate Retrieval Web pages. The Entrust Certificate Retrieval login page appears. 2 In the text field, enter the passphrase issued to you by Entrust. 3 Click Submit to log in. 13

14 Installing your Entrust certificate on a token 4 Download the appropriate 32-bit or 64-bit software package, depending on your operating system (see Supported operating systems on page 5). Optionally, use the MD5 Checksum hash to insure that the file is correct and was not corrupted during the download. (Using the MD5 Checksum hash requires the Microsoft Checksum Integrity Verifier or a similar utility). 5 Save the software to your computer. 6 Double-click the installer file (EntrustSACInstaller_<number>.msi) to begin installing your software. The Entrust SafeNet Authentication Client Installation Wizard appears. 14

15 Document Signing Certificate Getting Started Guide 7 Click Next. 15

16 Installing your Entrust certificate on a token The Interface language page appears. 8 Select the language to use for the installation. 9 Click Next to continue. 16

17 Document Signing Certificate Getting Started Guide The License Agreement page appears. 10 Accept the license agreement by clicking I accept the license agreement. You must accept the license agreement to proceed with the installation. 11 Click Next to continue. The Installation Type page appears. 17

18 Installing your Entrust certificate on a token 12 Select Standard. 13 Click Next to continue. The Destination Folder page appears. 18

19 Document Signing Certificate Getting Started Guide 14 Either keep the default installation folder, or click Browse to select a new installation folder. 15 Click Next to continue. 16 You may be asked to allow the installer to make changes to the hard drive of the computer. Click Yes to proceed. 19

20 Installing your Entrust certificate on a token 17 The Updating System page appears. The page displays the progress of the installation. When the installation is complete, a success message appears. 18 Click Finish. You have successfully installed the token software. You must enroll the token before picking up your certificate. 20

21 Document Signing Certificate Getting Started Guide Initializing your token You must initialize the new token before it can store your Adobe signing certificate. Attention: If this is not a new token, be aware that initializing the token deletes any information already stored on it. Note: When you plug a new token into the USB port you will be asked to enter the default password and change it. The default password is Complete the following procedure to enroll your token. To enroll your token 1 Insert your token into a USB slot on your computer. If the token is not recognized by the computer, the SafeNet icon in the system tray is grayed-out: 21

22 Installing your Entrust certificate on a token When the token has been recognized by the computer and the drivers have been installed, the Safenet icon in the system tray switches from grayed-out to active: 2 When the SafeNet icon has become active, right-click the icon and then select Tools. If you do not see the icon in the system tray: On Microsoft Windows Server 2008 or Windows 7, select Start > All Programs > SafeNet > SafeNet Authentication Client > SafeNet Authentication Client Tools. On Microsoft Windows Server 2012 R2 or Windows 8.1, select Start, then click the down arrow to access Apps, then click SafeNet Authentication Client Tools. (When listed by name or category, SafeNet Authentication Client Tools is listed under SafeNet.) 22

23 Document Signing Certificate Getting Started Guide The SafeNet Authentication Client Tools dialog box appears. 3 If you are using a new token, select View Token Info. If you are reinitializing a previously-used token, select the Advanced view icon. Information about the token appears. For example: 23

24 Installing your Entrust certificate on a token 4 In the tree view, expand SafeNet Authentication Client Tools > Tokens. 5 Under Tokens: If you are using a new token, right-click the blank entry and select Initialize Token. If you are reinitializing a previously-used token, right-click the name of the token you want to reinitialize and select Initialize Token. The Initialize Token dialog box appears. 24

25 Document Signing Certificate Getting Started Guide 6 In the Token Name field, enter a name for the token. 7 In the New Token Password and Confirm fields, enter and confirm a new password. Note: You will be asked for this password when you use the certificate. 8 Click Start. 25

26 Installing your Entrust certificate on a token The Initialize Token Notification dialog box appears, warning you that initializing the token will delete all content on the token. 9 Click OK. 10 A status bar appears, indicating the progress of the initialization. When the initialization is complete, a success message appears. 11 Click OK 26

27 Document Signing Certificate Getting Started Guide Picking up your Entrust certificate When your certificate is ready, Entrust sends you an containing a link to the Certificate Retrieval Web pages. You are also provided with a passphrase that allows you to log into the Entrust Certificate Retrieval Web pages and obtain the Entrust certificate. When you pick up the certificate, the page is able to store it directly on your token. Note: If you are picking up a Document Signing certificate for the first time, be sure that you have already completed the following procedures: - downloaded and installed the token software as described in Downloading and installing the token software on page 13 - initialized the token as described in Initializing your token on page 21 Complete the following procedure to obtain your Entrust certificate. To obtain your Entrust certificate 1 Insert your token into a USB port. 2 In the notification sent to you by Entrust, click the link to the Entrust Certificate Retrieval Web pages. The Entrust Certificate Retrieval login page appears. 3 In the text field, enter the passphrase issued to you by Entrust. 4 Click Submit to log in. 27

28 Installing your Entrust certificate on a token 5 Read the software subscription agreement. 6 If you agree to all terms and conditions of the subscription agreement, click Accept. You must accept the subscription agreement to retrieve the certificate and install it on the token. You are prompted to select a CSP (Cryptographic Service Provider) and create the certificate. 7 From the Select CSP drop-down list, select a Cryptographic Service Provider (in this case, the etoken Base Cryptographic Provider CSP). 8 Click Create Certificate. The Token Logon dialog box appears. 28

29 Document Signing Certificate Getting Started Guide 9 In the Token Password field, enter the password that you created for your token. This is the password you created specifically for the token during SafeNet token initialization. This is not the passphrase you used to log in to the Entrust Web site. A Web Access Confirmation dialog box appears. 10 Click Yes to proceed. The Web site generates the certificate on your token. This process will take a few moments. When the certificate has been created, a success message is displayed. 29

30 Installing your Entrust certificate on a token Your certificate is now ready for use. The certificate is also added to the Windows Certificate Store. This allows Adobe Acrobat to recognize the signature so you can use the certificate. This is not the same as validating another user s signature. 30

31 Document Signing Certificate Getting Started Guide Changing the password for your token Complete the following procedure when you need to change the password for your token. Attention: If you forget your password, you must initialize your token. Initializing your token deletes its contents including certificates and keys. For more information, see Recovering a certificate on page 36. To change your token password 1 Insert your token into a USB slot on your computer. 2 From the desktop system tray, right-click the SafeNet icon and then select Tools. If you do not see the icon in the system tray: On Microsoft Windows Server 2008 or Windows 7, select Start > All Programs > SafeNet > SafeNet Authentication Client > SafeNet Authentication Client Tools. On Microsoft Windows Server 2012 R2 or Windows 8.1, select Start, then click the down arrow to access Apps, then click SafeNet Authentication Client Tools. (When listed by name or category, SafeNet Authentication Client Tools is listed under SafeNet.) The SafeNet Authentication Client Tools dialog box appears. 31

32 Installing your Entrust certificate on a token 3 Click the Advanced View icon. Information about the token appears. 32

33 Document Signing Certificate Getting Started Guide 4 In the tree view, expand SafeNet Authentication Client Tools > Tokens. 5 Under Tokens, right-click on the entry for your token and select Change Password. A Change Password dialog box appears. 33

34 Installing your Entrust certificate on a token 6 In the Current Token Password field, enter the current token password. 7 In the New Token Password and Confirm Password fields, enter and confirm a new token password. The new password must comply with the password settings defined on the token. Strong passwords contain at least eight characters, and include at least one uppercase character, one lowercase character, one number, and one non-alphanumeric character. Easily-guessed passwords are not secure. 8 Click OK. If the password was changed successfully, a success message appears. 34

35 Document Signing Certificate Getting Started Guide You have successfully changed the token password. 35

36 Installing your Entrust certificate on a token Recovering a certificate If you need to recover your certificate for example, because you forgot the password you have the following options: If you need to recover your certificate within 30 days of purchasing it, Entrust Certificate Services will reissue it once for free. After the 30 day period, or if you need to recover the certificate more than once, you must purchase a new certificate. If the certificate is from a single certificate order and you forget the password before the certificate is generated, Entrust Certificate Services support will reset the password for you. If your certificates are managed using Entrust Certificate Services, your Certificate Services Administrator can reset your password without intervention by Entrust support. The Token Utility cannot recover the certificate. Use one of the methods listed above if you need to recover your certificate. 36

37 Signing a document This chapter provides basic information about how to sign an Adobe PDF or Microsoft Word file, and how to set signature preferences. Documents can also be certified to ensure that they are not altered after the signature is applied. For more advanced configuration options, see the Adobe or Microsoft documentation. A digital signature enables recipients to verify that the document came from you or passed though your possession, providing accountability. 37

38 Signing a document Signing a PDF document You can add one or more digital signatures to a PDF file or form using Adobe Acrobat or Adobe Acrobat Reader. One or more signature fields can be created directly on the PDF for easy viewing. The field contains details about the certificate and the signature name. This example explains how to sign a PDF using Adobe Reader and a document signing certificate on a token. Note: Procedures in this chapter are based on Adobe Acrobat Reader DC version The instructions may be differ for other versions of Adobe Reader and Adobe Acrobat. Complete the following procedures to sign a document: Select your certificate in Adobe Reader on page 38 To sign the PDF document on page 39 Select your certificate in Adobe Reader 1 Insert your token in a USB port on your computer. 2 Open the PDF document in Adobe Reader. 3 From the main toolbar, click Edit > Preferences 4 In the Preferences page, select Signatures. 5 In the Identities and Trusted Certificates panel, click More. 38

39 Document Signing Certificate Getting Started Guide 6 In the Digital ID and Trusted Certificate Settings page select Windows Digital IDs and choose your document signing certificate from the list. 7 From the pencil icon (edit) menu select Use for Signing. 8 Close the Digital ID and Trusted Certificate Settings page and click OK in the Preferences page. To sign the PDF document 1 Be sure that your token is plugged in to a USB port on your computer. 2 In the Adobe Reader ribbon, select the Tools tab. 3 Scroll down to the Certificates tool and click Open. a Select Digitally Sign in the ribbon. 39

40 Signing a document 4 Read the information dialog and click OK. 5 In your PDF, click and drag your mouse to create a signature field. 6 In the Sign Document dialog, edit the appearance of the signature if required. Help is provided for this dialog. 7 Click Sign. 8 Adobe Reader automatically asks you to select a file name and location for the signed PDF. When you are finished click Save. 9 When asked, enter the password for your token to allow Reader to use the certificate. 10 You may be asked for permission to connect to the Entrust timestamp server if this option is enabled in Adobe Acrobat Reader. Click Yes to continue. 40

41 Document Signing Certificate Getting Started Guide 11 The signature appears in the selected area of the document. 41

42 Signing a document Signing a Microsoft Word document Microsoft Word provides the ability to add signatures from one or more individuals to provide accountability and assure authenticity. This example explains how to sign a Word document using a document signing certificate on a token. Note: Note: this procedure is based on Microsoft Office The procedure my differ for other Microsoft Office versions. To sign a Word document 1 Plug the token with your Entrust Document Signing certificate into a USB port on your computer. 2 In your Word document, select the File tab. 3 Be sure that Info is selected in the left menu. 4 Select Protect Document > Add a Digital Signature. 42

43 Document Signing Certificate Getting Started Guide 5 In the Sign dialog: a b c Select the Commitment Type (creator, approver, or creator and approver). Enter a purpose for signing the document. Click Details to enter information about who you are (title and location). This information will become part of your signature. d Click Change to select your Entrust document signing certificate, if it does not appear in the bottom panel. e Click Sign. 6 Provide your token password, if requested. 43

44 Signing a document 7 If the Request Permission to use a Key dialog appears, select Grant permission to continue. 8 Word signs the document and displays a success message. 9 To view the signatures, select the File tab > Info > View Signatures. 44