S/MIME Bundle Collection and Installation Steps
You will receive an invitation email from “Sectigo Certificate Manager <support@cert-manager.com>” - this is the starting point for the enrollment steps.
Either click through the, “Verify Email Address” button or copy-and-paste the unique link address below this button. These both take you to the same enrollment web-page.
Through the presented form, you can select your preferences. Recommendations are for using the following:
Through the next page, please ensure the “Compatible TripleDES-SHA1” is selected. Selecting the other option does use a more modern & secure setup BUT this has had issues with a number of operating-systems, so the easiest way is to proceed with the “compatibility” options.
Input a password, that must be unique and NOT your regular Mines’ value. This is used later in the installation steps. Hit Download.
(Note: If you’ve had any issues up to this point, please go back to the invitation email and try a different browser by copying and pasting the link that is provided.)
Save the file – which is of type “.p12” (PFX) – to a known directory. This file is password-protected, using the password specified on the previous web-page.
To install the just downloaded S/MIME bundle into your system’s certificate manager followed by installing into the email client, Outlook, please follow the steps outlined below. These are for both Windows and macOS. If you are running a different setup then please reach out to IT for support.
Windows Certificate Install
The easiest and quickest way to install a client-certificate bundle is to open Microsoft’s “default” browser, Edge. (If you have a different browser setup as your default choice, e.g. Google Chrome, Firefox, Brave, Vivaldi, etc., the easiest option is still to open Microsoft’s Edge browser for just this step.)
Through Edge, open Settings and search for “cert”: click on the presented “Manage Certificates” option. This opens the “Certificates” window. Hit “Import…”. This opens the “Certificate Import Wizard”.
Working through the import wizard, with the following series of screen-captures illustrating the steps.
Installing into Outlook on Windows
Through Outlook, select “File” → “Options” → “Trust Center” → “Email Security” (from the left-hand sub-menu) → “Settings…”
If this is your only personal certificate then the “Certificates and Algorithms” → “Signing Certificate” & “Encryption Certificate” selection boxes should already be populated. If not, then:
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As a sanity check this should usually have a displayed validity period from today up until 2-years out, if the recommended 2-year certificate term was used. Other sanity-check items are that it should list your name and be coming from, “Issuer: InCommon …”.
Back at the “Change Security Settings” window, recommendations are to select the following options:
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“Hash Algorithm: SHA256” (or higher, so “SHA256”, “SHA384”, or “SHA512” are all good choices. “SHA1” should NOT be used.)
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After a period of time, maybe ~30 seconds or quicker, the popup displays, “Your certificates were published successfully.” Hit, “OK”.
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Now when composing a new message, hitting the “Options” tab should show, “Encrypt” → “Sign” being automatically selected. Notice: the “Encrypt” → “Encrypt” option should NOT be auto-selected, this is by choice. Encrypting messages should be applied per message, where needed, not everywhere.
Sending messages now should be visible to the recipients as having a valid digital signature, giving cryptographic confidence over the integrity, i.e. this message has not been modified from what you sent out.
Notice how the “signed memo bar” states, “This message was digitally signed by <username>@mines.edu.”
Further information available to recipients include being able to fully view the certificate’s data. The most important items include the statement close to the top saying, “This certificate is valid” with a green check-mark and, digging through the details tab, the “Not Valid After” information – this is the certificate’s expiration date. IF the expiration date is in the past, i.e. this certificate has expired, then the green check-marked, “This certificate is valid” message will NOT be displayed.
MacOS Certificate Install
Open the file you just saved. Provide the password you had set in the earlier step.
The Keychain Access app should open automatically after providing the password. If not, you can find it in your apps by searching for "keychain". You can also find it under Application → Utilities in Finder.
In Keychain Access, on the left-hand menu, go to
There, you should see the imported certificate. Double click on the certificate to see more information about it.
Installing into Outlook on Mac
Through Outlook, select “Outlook” → “Settings” → “Accounts” → “Security”. These are the settings we recommend:
You will likely need to select “Choose Certificate” in the drop-down menu and select the certificate you’ve just installed.
Once you’ve made the required changes, hit OK and Close the settings window.
To be able to modify S/MIME settings on each message you will need to click
and then go to Customize Toolbar….
Add
by dragging to your desired location and click “Done”,
Now when composing a message you should get the following options to “Encrypt with S/MIME” and “Add digital signature”.
As you can see, sending messages now should be visible to the recipients as having a valid digital signature, giving cryptographic confidence over the integrity, i.e. this message has not been modified from what you sent out. Encrypting messages should be applied per message, where needed, not everywhere.