Automating CLM for Citrix Devices

Prerequisites

Prerequisites for Managing Citrix devices on AppViewX are:
  • Version Supported: V11.x, v12.x, v13.x
  • IP Address/FQDN: IP address and FQDN
  • User Privilege: [Role : Admin , bash access is required] Username /Password, Credential List AppViewx/CyberArk.
  • Enable Password: Not applicable
  • License Check: Yes
  • Services and Ports for AppViewX Communication:
    • Outbound Access from AppViewX for SSH and HTTPS service (Default/Custom Port Information) is required.
    • Outbound access to port 5514 is required for Citrix Device to forward the Syslog to AppViewX.
  • Internet Access/Proxy if Required: Not applicable for local devices. But required, if the device needs be accessed with Public IP address.
  • Required Command Policy:
    ((show cs vserver))|((show lb vserver))|((show ns partition))|
((show ssl certKey).*)|((show ssl vserver).*)|((add audit syslogAction).*)|(
(add audit syslogPolicy).*)|((bind system global).*)|((logout))|((save ns config))|
((show HA node))|((show audit syslogAction))|((show cs policy))|((show gslb service))|(
(show gslb site))|((show gslb vserver))|((show ns feature))|((show ns hardware))|(
(show ns hostName))|((show ns license))| ((show ns runningConfig))|((show ns version))|(
(show server))|((show service))|((show serviceGroup))|
((stat interface))|((stat lb vserver descending))|((stat ns))|((stat service))|
((stat system))|((switch ns partition).*)|((shell))|((add ssl certKey).*)|
((bind ssl vserver).*)|((sftp-server))|((link ssl certkey).*)|((show  ip -type).*)|
((sftp-server))|((link ssl certkey).*)|((unbind ssl vserver ).*)|((update ssl certKey).*)|
((set ssl vserver).*)|((show system file).*)|((add system file).*)|((rm system file).*)|
(^show\s+ns\s+\S+)|(^show\s+ns\s+\S+\s+.*)
Web Browser Requirement
Browsers Version
Internet Explorer v11.0.9600.18817 or later
Firefox v74.0.1 (64-bit) or later
Google Chrome 117.0.5938.134 (Official Build) (64-bit) or later
ACF Permission
Ensure the following ACF permission is available to add and manage devices:
  • ADC > Inventory > Add / Modify
  • ADC > Device group > Add / Modify
You can check this under any of the following menus:
  • Old menu: menu > Accounts > Role
  • New menu: menu > Platform > IDENTITY > Role
To associate ACF permissions with a role, see Platform User Guide.

Onboarding Citrix Device

Validating the Citrix Device Onboarding

After adding the device, you can validate the device by searching device in the device inventory.

Onboarding Certificates for Citrix Devices

There are two ways you can onboard certificates in AppViewX:
  • Via certificate discovery, for existing certificates
  • Via certificate enrollment, for new certifcates

Discovering Certificates for Citrix Devices

  1. Go to (Menu) > CERT+ > CERTIFICATE DISCOVERY > Discovery > Managed Devices Scan.
    The Discovery : Managed Devices Scan : Add Discovery page is displayed.
  2. To initiate a managed devices scan, enter the Discover Details.
    1. To specify the frequency at which the certificate discovery scan will be triggered, select the Discovery Run Type.
      Table 1. Discovery run type options
      Field Description
      On-demand The certificate discovery scan will be triggered manually by the user as and when required.
      Scheduled The certificate discovery scan will be triggered automatically at the specified time and date.
    2. Enter the details for initiating an on-demand managed devices certificate discovery scan.
      Table 2. Field descriptions for on-demand discovery
      Field Description
      Discovery Instance Name Enter a name for the discovery instance.
      Description Enter additional details related to the discovery option.
      Note: Character limit: 2000 characters

      OR

      Enter the details for initiating a scheduled managed devices certificate discovery scan.

      Table 3. Field descriptions for scheduled discovery
      Field Description
      Discovery Instance Name Enter a name for the discovery instance.
      Description Enter additional details related to the discovery option.
      Note: Character limit: 2000 characters
      Occurrence Type
      From the dropdown list, from the following options, select an occurrence frequency:
      • Daily
      • Weekly
      • Monthly
      • Yearly
      *Repeat On
      Note: This field is displayed only when Occurrence Type = Weekly.
      Select the checkbox corresponding to the day of the week on which you want the discovery occurrence to repeat.
      *Starts On Click (Calendar widget) to select a date to start the scheduled discovery.
      *Ends From the following options, select when the scheduled discovery is to end:
      • Never: Discovery never stops.
      • After: Discovery stops after the number of occurrences specified in the text field.
      • On: Discovery stops on the date selected using (Calendar widget).
      Summary Displays a summary of the selections made for scheduled discovery
      *: Mandatory fields
  3. In the Discover By section, enter the discovery details.
    Table 4. Instruction for discovering certificates
    Field Description
    *Discovery From From the dropdown list, select Managed ADCs.
    Devices window A list of all the managed ADC devices is displayed in the devices window.

    To select devices for certificate discovery, select the checkbox(es) for the required devices.

    The devices window has the following option:

    • Add as Favorites: You can mark your frequently used devices as favorites.
    • All: Select this to see the complete list of devices (unfiltered).
    • Selected: Select this to list only the selected devices.
    • Unselected: Select this to list only the unselected devices.
    • Delete: Delete the required devices from the favorites list.
    Execute Batches Sequentially To execute the discovery operation on the specified batches sequentially, select this checkbox.
    *Interval Between Batches If Execute Batches Sequentially is selected, enter an interval duration (in minutes) in this field. The sequential execution of the batches is spaced according to the interval value entered here.
    *Discovery Type From the following options, select one:
    • All Certificates: Select this to discover all certificates.
    • Certificates in Use: Select this to discover only those certificates that are associated with a service.
    *: Mandatory fields
  4. In the Discovery Rules section, from the Associate Rule dropdown list, select a rule that will be used to filter the discovered certificates.
    A set of filters is combined to create a rule, from the Rules menu. The selection of rules will apply respective filters on discovered certificates.
  5. In the After Discover section, enter the following details:
    Table 5. Field descriptions for the After Discover section
    Field Description
    *Move Certificate to Inventory with Status Select from one of the following options:
    • Do not move: The newly discovered certificates and their objects will not be moved to the inventory.
    • Managed: The newly discovered certificates and their objects will be moved to the inventory with the status set to Managed.
    • Monitored: The newly discovered certificates and their objects will be moved to the inventory with the status set to Monitored.
    Use Access Control Rule To apply the rule configured using Access Control, select this checkbox.
    Note: If this checkbox is enabled, the certificate group will be associated automatically by the rule in access control.
    *Certificate Group From the dropdown list, select a certificate group to which the discovered certificates will be associated.

    Based on the group association, a policy will also be applied to these certificates, which will help ascertain compliance or non-compliance.

    *: Mandatory fields
  6. Click Discover/Schedule to trigger the on-demand/scheduled discovery, respectively.
    The discovered certificates are displayed in the certificate inventory.

Enrolling Certificates

Prerequisites

[For Linux-based vendor] OpenSSL is used to generate a private key and a Certificate Signing Request (CSR) as part of the endpoint enrollment process. Ensure that OpenSSL is installed and properly configured on the system before proceeding.

Enrolling a Server Certificate

Server certificate enrollment refers to the process of creating a digital ID for an application/web server hosted in the network. It starts with the generation of a key pair (private and public key) and CSR, and then submitting the CSR to the required CA to procure a certificate. CERT+ supports the generation of keypair on the device, HSM, AppViewX. Users can also upload the CSR for enrolling for a digital certificate.

To enroll a server certificate:

  1. Go to (Menu) > CERT+ > CERTIFICATE ACTION > Enroll Certificate > Server
    The Enroll Server Certificate page is displayed.
  2. In the General Information section, from the dropdown list, select the required Assign Group.
  3. Enter the CA Details.
    Table 6. Field descriptions for the CA Details section
    Field Description
    *Certificate Authority From the dropdown list, select the certificate authority to request the certificate enrollment.
    Note: The IDnomic CA can be used for issuing certificates only in an on-prem deployment. Certificates issued through IDnomic CA can be renewed only if they are enrolled using a Registration Authority workflow.
    *Renew Automatically
    Note:
    To automatically renew this certificate:
    1. Turn on the Renew Automatically toggle.

      The *Start Renewing field is displayed.

    2. In the Days Before Expiry field, specify how many days prior to a certificate's expiry the renewal process should start.

      Valid range for number of days: 1 to 120

    Note: The auto renew settings from the parent certificate will be transferred to the child certificate only if the toggle was enabled; they will not transfer if the certificate was renewed manually. After migration, these settings will be disabled for the parent certificate, so enable them manually if needed.
    *Regenerate Automatically To automatically regenerate this certificate:
    1. Turn on the Regenerate Automatically toggle.

      The *Start Regenerating field is displayed.

    2. In the Days Before Expiry field, specify how many days prior to a certificate's expiry the regeneration process should start.

      Valid range for number of days: 1 to 120

      Note: This value can exceed the certificate's validity in case of short-lived certificates.
    Note:
    • This feature can be enabled only for valid certificates (not for revoked/suspended and expired certificates).
    • The auto regenerate settings from the parent certificate will be transferred to the child certificate only if the toggle was enabled; they will not transfer if the certificate was regenerated manually. After migration, these settings will be disabled for the parent certificate, so enable them manually if needed.
    *CA Account From the dropdown list, select the CA account to which the certificate enrollment request will be submitted.
    Certificate Type From the dropdown list, select the required certificate type.
    *Division
    Note: This field is applicable only for Digicert CA.
    From the dropdown list, select the division with which the certificate will be enrolled.
    Certificate Profile
    Note: This field is displayed for only selected CAs. For the IDnomic CA, this field is displayed when only-CA setting is selected from the CA Account dropdown list.

    From the dropdown list, select the certificate profile with which the certificate must enroll.
    *RA Workflow
    Note: This field is displayed when Certificate Authority = IDnomic and a RA setting is selected from the CA Accounts dropdown list.
    From the dropdown list, select the RA workflow that will be used for certificate enrollment.

    For the details of a workflow, you can check them on your CA portal on IDnomic.

    *Issuer Location
    Note: This field is applicable only for Google CA.

    From the dropdown list, select the issuer location associated with the CA account.
    *Issuer Name
    Note: This field is applicable only for Google CA.

    From the dropdown list, select the issuer name for issuing the certificate.
    *Issuance Policy
    Note: This field is applicable only for Futurex.
    From the dropdown list, select the issuing policy for this certificate.

    An issuance policy defines the rules Futurex must follow to process the certificate enrollment request. The selected issuance policy will determine the approval requirements for the certificate, the cryptographic settings, notification triggeres and other configuration parameters.
    *Root CA
    Note: This field is applicable only for Futurex.
    From the dropdown list, select the root CA for the certificate being enrolled.

    This is the trusted root certificate authority that anchors the certificate chain. All issued certificates will ultimately chain up to this root.
    *Signing CA
    Note: This field is applicable only for Futurex.
    From the dropdown list, select the Certificate Authority that will sign the requested certificate.
    *Extension Profiles
    Note: This field is applicable only for Futurex.
    Extension profiles enable you to further modify your certificates with additional field, attributes, and requirements.

    From the dropdown list, select the extension profile that will be used for the certificate being enrolled.

    To read more on and for instructions to create extension profiles, refer the Futurex documentation.

    *Approval Group Name
    Note: This field is applicable only for Futurex.
    An approval group is a predefined set of users or roles authorized to approve the certificate enrollment request.

    From the dropdown list, select the approval group to authorize this enrollment request.

    To read more on and for instructions to create and manage approval groups, refer the Futurex documentation.
    *Connector Name Enter a friendly name for the CA connector.

    On saving this form, the name entered here will be displayed in the holistic view.
    Description
    Note: Character limit: 2000 characters

    Enter the description in this field.
    *CSR Generation
    Note: This field is applicable for all CAs except Amazon.

    From the following options, select the required method for generating the CSR:

    • AppViewX: Private key and CSR will be created in AppViewX based on CSR parameters given.
      Note: If auto regenaration has been enabled for this cerificate, AppViewX can be enforced as the default CSR generation source (irrespective of any selections made here) every time the certificate is regenerated. To do this, execute the following db script:
      db.cert_metadata.insertOne({"_id":"CERT_AUTO_REGENERATE_DEFAULT_APPVIEWX_CSR", "flag":true})
    • Upload CSR: You can upload a file that contains the CSR details. This source file will be used to populate the CSR parameters, which will then be submitted to the CA.
      1. Under CSR Generation, select Upload CSR.

        The Please paste your CSR field is displayed.

      2. From the Please paste your CSR field, select Browse.
      3. Navigate to the location of your CSR file, and click Open.
      4. Click Upload.

        On successful upload of this file, the CSR fields are populated with the corresponding details.

    • HSM:
      Note: This option is disabled/not displayed when Certificate Authority = Google, CSC Global, and DigiCert One.
      To generate the private key and the CSR, based on the CSR parameters given in an HSM device:
      1. Under CSR Generation, select HSM.
      2. To enter/select the configuration details for CSR generation, refer the field descriptions given below.
    • End Point:
      Note: This option is disabled when Certificate Authority = Google and CSC Global.
      To generate the private key and the CSR, based on the CSR parameters given in an endpoint device:
      1. Under CSR Generation, select End Point.
      2. To enter/select the configuration details for CSR generation, refer the field descriptions below.
    *: Mandatory fields
    Table 7. Field descriptions for using an endpoint device as the CSR generation source
    Field Description
    Category From the following options, select the ADC device category:
    • ADC
    • Cloud
    • Server
    • Firewall.
    Vendor From the dropdown list, select the vendor for the end point device.
    Note: The dropdown list for this field is populated based on the Category selected.
    *Devices This field lists the end point devices present in your environment that belong to the above selected Category and Vendor.

    From the dropdown list, select the end point device on which you want to generate the private key and the CSR.
    Tenant
    Note: This field is applicable only when Category = ADC.
    Enter the tenant ID.
    *Service name From the dropdown list, select the cloud service running on the selected cloud Devices.
    CSR Location
    Note: This field is applicable only when Category = Server.
    *Template Name
    Note: This field is applicable only when Category = Firewall.

    Select the required template from the dropdown list.

    Note:
    • This field will be enabled when the Platform = Panorama while onboading PaloAlto device at Menu > CERT+ > Device Management > Inventory> Firewall > Add.
    • Templates and partitions are used to enroll certificates at the template level. To enroll a certificate at the Panorama level, set the template to None.
    Partition
    Note: This field is applicable only when Category = Firewall.
    *CSR File Name Enter the name of the file that contains the CSR parameters.
    Note: Since the extension is already included in the field, ensure that you enter the file name without the file extension.
    Note: Starting v2023.1.0 FP2, for enrolling Apache server certificates, this field is labeled as CSR File Location.
    *Key File Name Enter the name of the file that contains the private key details.
    Note: Since the extension is already included in the field, ensure that you enter the file name without the file extension.
    Note: Starting v2023.1.0 FP2, for enrolling Apache server certificates, this field is labeled as Key File Location.
    *Certificate File Name
    Note: This field is displayed only when Category = Cloud.
    Enter the certificate file name.
    *Key vault
    Note: This field is displayed only when Category = Cloud, Vendor = Azure, and Service name = Key Vault (Azure).
    *Service
    Note: This field is displayed when Category = Server and Vendor = Microsoft Server.
    This dropdown list is populated based on the Device selected.

    From the options in the dropdown list, select the service.
    *Exchange Server
    Note: This field is displayed when Category = Server and Vendor = Microsoft Server.
    From the dropdown list, select the name of the MS Exchange server for which the certificate is being enrolled.
  4. For the EJBCA certificate authority, enter/select the vendor details.
    Table 8. Field descriptions for the EJBCA Vendor Specific Details section
    Field Description
    * End Entity Profile Name From the dropdown list, select the end entity profile name.
    End entity user name Enter the name of the end user entity.
    * Issuer Common Name From the dropdown list, select the issuer common name.
    *Certificate Profile Name From the dropdown list, select the certificate profile name.
    *: Mandatory fields
  5. For the certificate being enrolled, enter the CSR Parameters.
    Note: For DigiCert One, all CSR parameters that are assigned static values in the certificate profile will be auto-populated and disabled for editing.
    Table 9. Field descriptions for the CSR Parameters
    Field Description
    Replace PSE File The Replace PSE File checkbox enables users to generate the CSR or private key in the Server. This checkbox is displayed only in the case described below:
    1. Select the CSR Generation radio button as Endpoint.
    2. Select Category as Server, Vendor as ABAP or Web Dispatcher The Profiles dropdown is the only other field displayed below it and is populated with a list of .pse file names.
    3. Select the required Profile from the dropdown. Based on the values selected, the fields in the CSR Parameters section are auto-populated.

    The Replace PSE File checkbox is disabled by default and the SAN details fields in CSR Parameters section are also disabled. Selecting the checkbox will make the SAN details enabled and allow for values to be updated.
    *Common Name Enter the certificate's common name.

    The common name is one of the key values of Certificate Signing Request (CSR) to be present in the certificate. For example, <appviewx>.

    Note: Constraints:
    • Character limit: 64 characters
    • No special characters allowed except en dash (_) and hyphen (-).
    Subject Alternative Name From the dropdown list, select the Subject Alternative Name category for the certificate being enrolled.

    In the corresponding field(s) displayed for the selection made, enter the required values.

    Note:
    • Multiple values must be separated by a comma.
    • After enrollment, the cumulative count of SANs is displayed in the certificate property pop-up window from the holistic view.
    *Organization The organization name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    Organization Unit Organization Unit name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    Locality The locality name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    State The state name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    Country Country name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on configuration. It must be a 2-letter country code (for example, US, and so on).
    Note: For renewal of the certificate being enrolled, country name is required.
    Email Address Enter a valid email address of the person responsible for maintaining the certificate.
    *Validity To specify the validity of the certificate being enrolled:
    1. From the first dropdown list, select the number of days/months/years.
    2. From the second dropdown list, select the unit of the duration from the following values: Days/Months/Year.
      For example, if the validity of the certificate is 2 months:
      1. From the first dropdown list, select 2.
      2. From the second dropdown list, select Months.
    Note: The uploaded certificate validity for Globalsign MSSL is set to 365 days.
    Challenge Password Challenge password is one of the CSR parameters to be present in the certificate. Password must contain at least one alphabet (uppercase and lowercase), one number, and one special character.
    Confirm Password Re-enter the password entered in the Challenge Password field.
    *Hash Function The Hash function with which the CSR has to be signed. Any information specific to any CA or vendor has to be covered in the Note section. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    Note: For Certificate Authority = HydrantID, irrespective of the hash function selected, by default, the CA returns a certificate with SHA256. Therefore, admins must restrict users from creating a certificate with a hash function other than SHA256. To accomplish this, create policy with a single hash value (SHA256).
    *Key Type The key type is used while creating a private and public key pair. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    *Bit Length The bit length is used while creating a private and public key pair. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    *: Mandatory fields
  6. In the Attachments section, upload any additional documents that are relevant to the enrollment of the certificate (for example, approval emails).
    Table 10. Field descriptions for the Attachments section
    Field Description
    Name Enter a name for the document. This need not be the actual name of the document; it can be an alternate name that will be used for reference only.
    Comments Enter any details relevant to the document being attached.
    Note: Character limit: 2000 characters
    Upload File To upload an attachment:
    1. Click Upload.
    2. Navigate to the location of the document to be uploaded.
    3. Select the document to be document and click Open.

      The selected document is uploaded and listed in the table displayed below these fields in the Attachments section.

      Tip: If you've uploaded multiple attachments, use the Search field to find the required one.
    *: Mandatory fields
  7. In the Certificate Attributes section, enter organization-specific values, for the certificate attributes and custom attributes for the issuing CA, that need to be mentioned along with the CSR.
    These values will not be a part of the certificate but will be available in the AppViewX inventory. For example, cost center.
    Note: This additional information can be used to filter certificate details in the inventory.
  8. Enter the relevant details in the Generic Fields. These are default fields for maintaining the IP address and device information, if required.
    Table 11. Field descriptions for the Generic Fields
    Field Description
    Device Name Enter the name of the device.
    Application IP Address Enter the IP address of the application.
    Tracking ID A free-form business alpha-numerical identifier, included in the audit logs, that may be used to correlate audit log entries (typically enrollment and revocation events)
    Certificate holder Email
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    An email address that may be used to send notifications to certificate holder depending on the notification policies configured for the requested workflow
    First name
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    First name (as a metadata) associated with the certificate to be enrolled
    Last name
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Last name (as a metadata) associated with the certificate to be enrolled
    Organization
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Organization name (as a metadata) associated with the certificate to be enrolled
    Comment
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Additional information (as a metadata) associated with the certificate to be enrolled
    UUID
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Universal Unique Identifier, or UUID, (as a metadata) associated with the certificate to be enrolled
  9. In the Vendor-Specific Details section, enter the CA-specific details. Some of the CAs will expect additional details other than CSR parameters as meta data for their operational purposes. Details common to all CAs will be taken from the AppViewX user information of the logged in user.
    Table 12. Field descriptions for the common vendor specific details
    Field Description
    Certificate ID The Certificate ID is auto-populated based on the value entered in the Common Name field (in the CSR Parameters section).
    • The Certificate ID can be modified by the user.
    • If the user edits the Certificate ID, any change to the Common Name will not reflect in the Certificate ID.
    • If the user deletes the Certificate ID, the value of the Certificate ID field is set to the Common Name suffixed with the timestamp.
    Table 13. Field descriptions for the CSC Global CA vendor specific details
    Field Description
    *Server Type From the dropdown list, select the server on which the application that requires the requested certificate is hosted.
    *Business Unit Enter the name of the business unit that is requesting the certificate.
    *Organization Contact Enter the email address of the contact in the organization requesting the certificate.
    *Phone Number Enter the phone number of the Organization Contact in the followung format: +<country code>-<phone number>.
    Note: For CSC Global, the phone number is not fetched from the AppViewX user information because of the difference in format.
    *Domain Control Validation Type From the following options in the dropdown list, select the method CSC Global will use for authentication before issuing a certificate:
    • EMAIL: CSC Global will send an approval/confirmation request to the registered email ID. Certificate issuance happens only after approval is received.
    • CNAME: On requesting certificate issuance, CSC Global will provide you with a dynamic string. Add a CNAME record with this string to your DNS settings. CSC will issue the certificate requested only after validating this CNAME record.
    Note: CSC Global will perform domain validation for all CLM actions.
    *: Mandatory fields
    Table 14. Field descriptions for the Custom CA vendor specific details
    Field Description
    *CRL and OCSP required To control the inclusion of CRL and OCSP settings, turn this toggle button on/off as required.
    *: Mandatory fields
    Table 15. Field descriptions for the DigiCert CA vendor specific details
    Field Description
    *Server Type From the dropdown list, select the server on which the application that requires the requested certificate is hosted.
    *Payment Method From the dropdown list, select one from the following payment methods:
    • Bill To Account Balance: This option allows you to pay for the DigiCert certificate using the available balance in your DigiCert account.
      Note: Ensure that the option to bill to account balance is enabled for the account and the account has sufficient balance.
    • Bill To Default Credit Card: This option will charge the cost of the DigiCert certificate to the credit card set as the default payment method in your DigiCert account.
      Note: Ensure that a credit card is configured as the default payment method for your account.
    Additional Email Enter email addresses that will receive notifications for renewals, reissues, and duplicates for the specified order.
    Renewal Message Enter a custom message that will be sent with the renewal notifications.
    Notes Enter a custom note that will be sent with the order.
    *: Mandatory fields
    Table 16. Field descriptions for the DigiCert One CA vendor specific details
    Field Description
    Seat ID Enter the seat ID that will be assigned to the certificate being enrolled.
    Seat ID is a unique user-defined value assigned to identify an entity in the DigiCert One account. The seat ID for a certificate is used for certificate enrollment, renewal, and regeneration.
    Note: The Seat ID field is displayed only if the Allow Seat ID during enrollment option is selected for the CA account. In this case, the value entered in the Seat ID field is now a unique identifier for the certificate being enrolled. Otherwise, a common seat ID is assigned to all certificates enrolled for the selected CA account
    Table 17. Field descriptions for the GlobalSign MSSL CA vendor specific details
    Field Description
    *Profile name A profile name is defined at the time of creating an account on the GlobalSign MSSL portal. AppViewX retrieves all your profile names from the GlobalSign MSSL portal and populates them in this dropdown list.

    From the dropdown list, select the profile name the enrolled certificate should be mapped to.
    *: Mandatory fields
    Table 18. Field descriptions for the Hydrant ID CA vendor specific details
    Field Description
    Expiry Emails Enter a comma-separated list of email addresses that will receive the certificate expiry notification from HydrantID.
    Note: HydrantID CA does not accept updates to these email addresses during the renewal process.
    Table 19. Field descriptions for the Nexus CA vendor specific details
    Field Description
    Procedures The Procedures dropdown list will display only the procedures mapped to the server and the default procedure. From the dropdown list, select the required procedure.
    Table 20. Field descriptions for the LetsEncrypt CA vendor specific details
    Field Description
    *Challenge Type Specifies the method for verifying domain ownership. Select the required domain for the validation. The available challenge types are:
    • HTTP
    • DNS.
    Challenge Verify Determines how the DNS challenge will be verified. Select the required verification process. The available challenge verifies are:
    • Manual
    • Automatic.
    The value Automatic suggests that the system will automatically handle the verification process without manual intervention.
    Note: This field appears when the challenge type is selected as DNS.
    Vendor Indicates the DNS provider responsible for managing DNS records. The available DNS service providers are:
    • Cloudflare
    • Azure.
    Note: This field appears when the challenge verify is selected as Automatic.
    *Settings Allows for additional configuration settings related to the DNS challenge. The selected value None implies that no extra settings are applied.
    Note: This field appears when the challenge verify is selected as Automatic.
    Note:
    • Make sure that you have enabled LetsEncrypt DNS Automation from the workflow.
    • To add new vendors for the integration and configuration, refer to Integration topic in the Automation Guide.
    *: Mandatory fields
  10. Click Add.
    Once the details are added, you will be redirected to a page where the CSR and CA details are added as a connector. This page is called the holistic view and from here, any action on the certificate can be performed including provisioning the certificate to a server.
  11. On the holistic view, click the Submit button to trigger the request.
    The submit action is triggered and the Submit dialog box is displayed.
  12. Enter your comments in the text field and click Yes.
    If the approval required option is enabled in the CA policy, the request is moved to the Approve and Implementation stages.
  13. Click Approve to proceed.
    The Approve dialog box is displayed.
  14. Enter your comments in the text field.
    Note: If the workflow request has to be approved automatically in the future, click the Schedule later button .
  15. Click Yes.
    Once the approval process is complete, the Implement option is displayed in the holistic view.
  16. Click Implement.
    The Implement dialog box is displayed.
  17. Enter your comments in the text field.
    If the workflow request has to be implemented automatically in the future, click Schedule later .
  18. Click Yes.
    CSR Submission to CA is in progress.Once the CSR submission is successful, the request state will be changed to Submit certificate - retrieval in progress state.

    If the enrollment request is compliant with conditions defined and auto-approval enabled in the targeted CA, the certificate will be fetched in a few seconds.

    If auto-approval disabled in the targeted CA, you will have to be logged into the CA and approve the request.

    Once the certificate is issued successfully, the certificate will be retrieved into AppViewX. You can now push the enrolled certificate(s) to the required endpoint.

Enrolling Client Certificates

Client certificate enrollment refers to the process of creating a digital ID for an individual/device for authentication/encryption purposes. It follows the same process as a server certificate.
Note: These certificates cannot be hosted on clients.

To enroll a client certificate:

  1. Go to (Menu) > CERT+ > CERTIFICATE ACTION > Enroll Certificate > Client
    The Enroll Client Certificate page is displayed.
  2. In the General Information section, from the dropdown list, select the required Assign Group.
  3. Enter/Select the CA Details.
    Table 21. Field descriptions for the CA Details section
    Field Description
    *Certificate Authority
    Note: Depending on the CA selected, the rest of the fields will be displayed.
    From the dropdown list, select the required certificate authority (CA).
    Note: For enrolling certificates with policies using Google CA, consider the following points:
    Certificate Enrollment - Strict Policy
    • The Common Name will not be pre-filled from the policy.
    • The following validation will be seen based on strict policy guidelines.
      • If the Common Name’s domain name is not present in the Allowed Domain Name list, an error validation will be shown upon saving the policy details.
    Certificate Enrollment - Suggestive Policy
    • The Common Name will not be pre-filled from the policy
    • The following validation will be seen based on strict policy guidelines.
      • If the Common Name’s domain name is not present in the Allowed Domain Name list, the non-compliant policy will be created.
      • If the Common Name’s domain name is present in the Blocked Domain Name list, an error validation will be shown upon saving the policy details.
    Note: For Certificate Authority = EJBCA, an additional set of fields, Vendor specific details is displayed after the CA Details section. Instructions on specifying the vendor specific details are covered in step 4.
    *Renew Automatically
    Note:
    To automatically renew this certificate:
    1. Turn on the Renew Automatically toggle.

      The *Start Renewing field is displayed.

    2. In the Days Before Expiry field, specify how many days prior to a certificate's expiry the renewal process should start.

      Valid range for number of days: 1 to 120

    Note: The auto renew settings from the parent certificate will be transferred to the child certificate only if the toggle was enabled; they will not transfer if the certificate was renewed manually. After migration, these settings will be disabled for the parent certificate, so enable them manually if needed.
    Note: The IDnomic CA can be used for issuing certificates only in an on-prem deployment. Certificates issued through IDnomic CA can be renewed only if they are enrolled using a Registration Authority workflow.
    *Regenerate Automatically To automatically regenerate this certificate:
    1. Turn on the Regenerate Automatically toggle.

      The *Start Regenerating field is displayed.

    2. In the Days Before Expiry field, specify how many days prior to a certificate's expiry the regeneration process should start.

      Valid range for number of days: 1 to 120

      Note: This value can exceed the certificate's validity in case of short-lived certificates.
    Note:
    • This feature can be enabled only for valid certificates (not for revoked/suspended and expired certificates).
    • The auto regenerate settings from the parent certificate will be transferred to the child certificate only if the toggle was enabled; they will not transfer if the certificate was regenerated manually. After migration, these settings will be disabled for the parent certificate, so enable them manually if needed.
    *CA Account To which account the enrollment request to be submitted.
    Certificate Type Select the desired certificate type from the dropdown list.
    *Division Select the division to which the certificate must be enrolled.
    Note: This field will be shown only for Digicert CA.
    Certificate Profile
    Note: This field is applicable only for AppViewX CA and Google CA. For the IDnomic CA, this field is displayed when only-CA setting is selected from the CA Account dropdown list.

    From the dropdown list, select the profile with which the certificate must enroll.
    *RA Workflow
    Note: This field is displayed when Certificate Authority = IDnomic and a RA setting is selected from the CA Accounts dropdown list.
    From the dropdown list, select the RA workflow that will be used for certificate enrollment.

    For the details of a workflow, you can check them on your CA portal on IDnomic.

    *Issuer Location Select the location of the issuer CA from the dropdown.
    Note: This is applicable only for Google CA.
    *Issuer Name Select the name of the issuer CA from the dropdown.
    Note: This is applicable only for Google CA.
    *Issuance Policy
    Note: This field is applicable only for Futurex.
    From the dropdown list, select the issuing policy for this certificate.

    An issuance policy defines the rules Futurex must follow to process the certificate enrollment request. The selected issuance policy will determine the approval requirements for the certificate, the cryptographic settings, notification triggeres and other configuration parameters.
    *Root CA
    Note: This field is applicable only for Futurex.
    From the dropdown list, select the root CA for the certificate being enrolled.

    This is the trusted root certificate authority that anchors the certificate chain. All issued certificates will ultimately chain up to this root.
    *Signing CA
    Note: This field is applicable only for Futurex.
    From the dropdown list, select the Certificate Authority that will sign the requested certificate.
    *Extension Profiles
    Note: This field is applicable only for Futurex.
    Extension profiles enable you to further modify your certificates with additional field, attributes, and requirements.

    From the dropdown list, select the extension profile that will be used for the certificate being enrolled.

    To read more on and for instructions to create extension profiles, refer the Futurex documentation. For links, see the references section.

    *Approval Group Name
    Note: This field is applicable only for Futurex.
    An approval group is a predefined set of users or roles authorized to approve the certificate enrollment request.

    From the dropdown list, select the approval group to authorize this enrollment request.

    To read more on and for instructions to create and manage approval groups, refer the Futurex documentation. For links, see the references section.
    *Connector Name Enter the friendly name for Certificate Authority connector in this field which will be displayed in the holistic view on saving this form.
    Description Enter the description in this field.
    Note: Character limit: 2000 characters
    *CSR Generation Select the CSR generation option as required.

    Options are:

    • Upload CSR: Uploaded CSR will be used as the source to populate CSR parameters and submit to CA.
      To upload a CSR:
      1. Under CSR Generation, select Upload CSR.

        The Please paste your CSR field is displayed.

      2. From the Please paste your CSR field, select Browse.
      3. Navigate to the location of your CSR file, and click Open.
      4. Click Upload.

        On successful upload of this file, the CSR fields are populated with the corresponding details.

    • End Point: The private key and CSR will be created in the selected end point device based on the CSR parameters given.
      To generate the private and the CSR, based on the CSR parameters given in an endpoint device:
      1. Under CSR Generation, select End Point.
      2. To enter/select the configuration details for CSR generation, refer the field descriptions given below.
    • AppViewX - Private key and CSR will be created in AppViewX based on CSR parameters given.
      Note: If Regenerate Automatically field, AppViewX can be enforced as the default CSR generation source (irrespective of any selections made here) every time the certificate is regenerated. To do this, execute the following db script:
      db.cert_metadata.insertOne({"_id":"CERT_AUTO_REGENERATE_DEFAULT_APPVIEWX_CSR", "flag":true})
    Note: For all CA types except Amazon, you have the option to generate the CSR.
    *: Mandatory fields
    Table 22. Field descriptions for using an endpoint device as the CSR generation source
    Field Description
    Category From the following options, select the ADC device category:
    • ADC
    • Cloud
    • Server
    • Firewall.
    Vendor From the dropdown list, select the vendor for the end point device.
    Note: The dropdown list for this field is populated based on the Category selected.
    *Devices This field lists the end point devices present in your environment that belong to the above selected Category and Vendor.

    From the dropdown list, select the end point device on which you want to generate the private key and the CSR.
    Tenant
    Note: This field is applicable only when Category = ADC.
    Enter the tenant ID.
    *Service name From the dropdown list, select the cloud service running on the selected cloud Devices.
    CSR Location
    Note: This field is applicable only when Category = Server.
    *Template Name
    Note: This field is applicable only when Category = Firewall.

    Select the required template from the dropdown list.

    Note:
    • This field will be enabled when the Platform = Panorama while onboading PaloAlto device at Menu > CERT+ > Device Management > Inventory> Firewall > Add.
    • Templates and partitions are used to enroll certificates at the template level. To enroll a certificate at the Panorama level, set the template to None.
    Partition
    Note: This field is applicable only when Category = Firewall.
    *CSR File Name Enter the name of the file that contains the CSR parameters.
    Note: Since the extension is already included in the field, ensure that you enter the file name without the file extension.
    Note: Starting v2023.1.0 FP2, for enrolling Apache server certificates, this field is labeled as CSR File Location.
    *Key File Name Enter the name of the file that contains the private key details.
    Note: Since the extension is already included in the field, ensure that you enter the file name without the file extension.
    Note: Starting v2023.1.0 FP2, for enrolling Apache server certificates, this field is labeled as Key File Location.
    *Certificate File Name
    Note: This field is displayed only when Category = Cloud.
    Enter the certificate file name.
    *Key vault
    Note: This field is displayed only when Category = Cloud, Vendor = Azure, and Service name = Key Vault (Azure).
    *Service
    Note: This field is displayed when Category = Server and Vendor = Microsoft Server.
    This dropdown list is populated based on the Device selected.

    From the options in the dropdown list, select the service.
    *Exchange Server
    Note: This field is displayed when Category = Server and Vendor = Microsoft Server.
    From the dropdown list, select the name of the MS Exchange server for which the certificate is being enrolled.
  4. For the EJBCA certificate authority, enter/select the vendor details.
    Table 23. Field descriptions for the EJBCA Vendor Specific Details section
    Field Description
    * End Entity Profile Name From the dropdown list, select the end entity profile name.
    End entity user name Enter the name of the end user entity.
    * Issuer Common Name From the dropdown list, select the issuer common name.
    *Certificate Profile Name From the dropdown list, select the certificate profile name.
    *: Mandatory fields
  5. Enter/Select the CSR Parameters.
    Table 24. Field descriptions for the CSR Parameters section
    Field Description
    *Common Name The common name is one of the key values of Certificate Signing Request (CSR) to be present in the certificate. For example, <appviewx>.

    No special characters allowed except en dash (_) and hyphen (-).
    Subject Alternative Name You can see the count of subject alternative names (SAN) available for a certificate in the CSR parameter section, inventory grid, and CA connector page.

    Select the subject alternative subject name from the dropdown list.

    The possible options are,

    • Select all
    • DNS
    • IP Address.
    Note:
    • Multiple values must be separated by a comma.
    • The cumulative count SANs appears in the certificate property pop-up window from the holistic view.
    *Organization The organization name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    Organization Unit Organization Unit name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    Locality The locality name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    State The state name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    *Country Country name is one of the CSR parameters to be present in the certificate. This field will be auto-filled and editable based on configuration. It must be a 2-letter country code (for example, US, and so on).
    Email Address The email contact details of the person responsible for maintaining the certificate. Enter the valid e-mail address.
    *Validity Enter the number in this field and select the entered validity list to be in Days, Months, and Years from the dropdown list.
    Challenge Password Challenge password is one of the CSR parameters to be present in the certificate. Password must contain at least one alphabet (uppercase and lowercase), one number, and one special character.
    Confirm Password Reenter the same password to confirm that is entered in the Challenge Password field.
    *Hash Function The Hash function with which the CSR has to be signed. Any information specific to any CA or vendor has to be covered in the Note section. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    Note: For Certificate Authority = HydrantID, irrespective of the hash function selected, by default, the CA returns a certificate with SHA256. Therefore, admins must restrict users from creating a certificate with a hash function other than SHA256. To accomplish this, create policy with a single hash value (SHA256).
    *Key Type The key type is used while creating a private and public key pair. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    *Bit Length The bit length is used while creating a private and public key pair. This field will be auto-filled and editable based on the configuration in the selected group’s policy.
    *: Mandatory fields
  6. In the Attachments section, upload any additional documents that are relevant to the enrollment of the certificate (for example, approval emails).
    Table 25. Field descriptions for the Attachments section
    Field Description
    Name Enter the alternate name for the document to be uploaded.
    Comments Enter the comments in this field.
    Note: Character limit: 2000 characters
    Upload File Click the Upload button to select the file.
  7. Other than the CSR fields, you can add organization-specific values along with CSR. These values will not be part of the certificate but will be available in the AppViewX inventory. For example, cost center. Inventory can be filtered based on these attributes as well. In the Certificate Attributes can be added under Administration > certificate attributes, it will be reflected on the enrollment page:
  8. Enter the relevant details in the Generic Fields. These are default fields for maintaining the IP address and device information, if required.
    Table 26. Field descriptions for the Generic Fields
    Field Description
    Device Name Enter the name of the device.
    Application IP Address Enter the IP address of the application.
    Tracking ID A free-form business alpha-numerical identifier, included in the audit logs, that may be used to correlate audit logentries (typically enrollment and revocation events)
    Certificate holder Email
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    An email address that may be used to send notifications to certificate holder depending on the notification policies configured for the requested workflow
    First name
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    First name (as a metadata) associated with the certificate to be enrolled
    Last name
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Last name (as a metadata) associated with the certificate to be enrolled
    Organization
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Organization name (as a metadata) associated with the certificate to be enrolled
    Comment
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Additional information (as a metadata) associated with the certificate to be enrolled
    UUID
    Note: For the IDnomic CA, this field is displayed only when the selected CA account has been configured using a Registration Authority (RA).
    Universal Unique Identifier, or UUID, (as a metadata) associated with the certificate to be enrolled
  9. In the Vendor-Specific Details section, enter the CA-specific details. Some of the CAs will expect additional details other than CSR parameters as meta data for their operational purposes. Details common to all CAs will be taken from the AppViewX user information of the logged in user.
    Table 27. Field descriptions for the common vendor specific details
    Field Description
    Certificate ID The Certificate ID is auto-populated based on the value entered in the Common Name field (in the CSR Parameters section).
    • The Certificate ID can be modified by the user.
    • If the user edits the Certificate ID, any change to the Common Name will not reflect in the Certificate ID.
    • If the user deletes the Certificate ID, the value of the Certificate ID field is set to the Common Name suffixed with the timestamp.
    Table 28. Field descriptions for the DigiCert CA vendor specific details
    Field Description
    *Server Type From the dropdown list, select the server on which the application that requires the requested certificate is hosted.
    *Payment Method From the dropdown list, select one from the following payment methods:
    • Bill To Account Balance: This option allows you to pay for the DigiCert certificate using the available balance in your DigiCert account.
      Note: Ensure that the option to bill to account balance is enabled for the account and the account has sufficient balance.
    • Bill To Default Credit Card: This option will charge the cost of the DigiCert certificate to the credit card set as the default payment method in your DigiCert account.
      Note: Ensure that a credit card is configured as the default payment method for your account.
    Additional Email Enter email addresses that will receive notifications for renewals, reissues, and duplicates for the specified order.
    Renewal Message Enter a custom message that will be sent with the renewal notifications.
    Notes Enter a custom note that will be sent with the order.
    *: Mandatory fields
    Table 29. Field descriptions for the Hydrant ID CA vendor specific details
    Field Description
    Expiry Emails Enter a comma-separated list of email addresses that will receive the certificate expiry notification from HydrantID.
    Note: HydrantID CA does not accept updates to these email addresses during the renewal process.
    Table 30. Field descriptions for the Nexus CA vendor specific details
    Field Description
    Procedures The Procedures dropdown list will display only the procedures mapped to the server and the default procedure. From the dropdown list, select the required procedure.
  10. Click Add.
    Once the details are added, you will be redirected to a page where the CSR and CA details are added as a connector. This page is called the holistic view and from here, any action on the certificate can be performed including provisioning the certificate to a server.
  11. On the holistic view, click the Submit button to trigger the request.
    The submit action is triggered and the Submit dialog box is displayed.
  12. Enter your comments in the text field and click Yes.
    If the approval required option is enabled in the CA policy, the request is moved to the Approve and Implementation stages.
  13. Click Approve to proceed.
    The Approve dialog box is displayed.
  14. Enter your comments in the text field.
    Note: If the workflow request has to be approved automatically in the future, click the Schedule later button .
  15. Click Yes.
    Once the approval process is completed, the Implement option is displayed in the holistic view.
  16. Click Implement.
    The Implement dialog box is displayed.
  17. Enter your comments in the text field.
    If the workflow request has to be implemented automatically in the future, click Schedule later .
  18. Click Yes.
    CSR Submission to CA is in progress.Once the CSR submission is successful, the request state will be changed to Submit certificate - retrieval in progress state.

    If the enrollment request is compliant with conditions defined and auto-approval enabled in the targeted CA, the certificate will be fetched in a few seconds.

    If auto-approval disabled in the targeted CA, you will have to be logged into the CA and approve the request.

    Once the certificate is issued successfully, the certificate will be retrieved into AppViewX. You can now push the enrolled certificate(s) to the required endpoint.

Pushing Certificates to a Citrix Device

Important: Refer to the pre- and post-push script usage instructions here.

Adding an Application Connector for a Citrix Device

  1. Enter the General Information for the ADC devices.
    Table 31. Field descriptions for the Certificate Details
    Field Description
    *Category From the dropdown list, select ADC.
    *Vendor From the dropdown list, select Citrix.
    *Connector Name Enter a name for this connector, to be able to identify it later.

    AppViewX recommends naming connectors according to use cases so they are easily distinguishable.

    Description Enter any additional details you want to record for this connector.
    *: Mandatory fields
    Based on the information populated here, the SSL profiles section is populated with the list of available devices for the specified vendor that are already onboarded in AppViewX.
    Note: The name of this section is populated based on the Vendor selected.
  2. To select the device(s) to which the certificate will be pushed, under SSL profiles, from the list of Available Devices, click .
    The Selected devices list is updated automatically.
  3. Enter/Select the Certificate Details.
    Table 32. Field descriptions for the Certificate Details
    Field Description
    *Certificate Type From the dropdown list, select the file type of the certificate to be pushed.
    *Certificate File Name Enter the file name of the certificate to be pushed. The file extension is auto-populated based on the Certificate Type selected.
    *Key File Name The private key associated with a certificate is stored in a key file.

    Enter the name of the file that contains the private key associated with the certificate to be pushed.

    The file extension .key is automatically populated.
    *Certificate key pair name The name with which the certificate-key pair will be created in the device with above certificate and key.
    Enable SNI Push for Certificate If enabled, certificate will be enabled with SNI while associating to the virtual server.
    Enable SNI in Virtual Server If enabled, SNI will be enabled in Virtual Server
    Push Root and Intermediate Certificates To push the root and intermediate certificates, along with the end certificate, select this checkbox.

    For the Web Dispatcher server, this field is enabled by default and is non-editable.
    *Intermediate File Name 1 Enter the intermediate file name.
    *CA File Name Enter the CA file name.
    *: Mandatory fields
  4. Enter/Select the Push Details.
    Table 33. Field descriptions for the Push Details
    Field Description
    *Script Location Script files are commonly used to perform certain tasks required to be completed before and/or after a certificate is pushed to the target system.

    The script to be run before the certificate is pushed is called a pre-push script and the script to be run after the push is called a post-push script.

    From the following options, select the location of the script file(s):

    • In AppViewX
    • In Device
    Pre - Push Script File Name Enter the file name of the pre-push script.
    Important: Read the pre and push script usage instructions here.
    Pre - Push Script File Path This field is displayed when Script Location = In Device.
    Enter the location on your local system where the pre-push script file is stored.
    Important: Read the pre and push script usage instructions here.
    Post - Push Script File Name Enter the file name of the post push script.
    Important: Read the pre and push script usage instructions here.
    Post - Push Script File Path This field is displayed when Script Location = In Device.
    Enter the location on your local system where the post-push script file is stored.
    Important: Read the pre and push script usage instructions here.
    Overwrite The Overwrite option is used to specify if existing certificates on the target system will be overwritten with the certificate being pushed.

    If this option is enabled, the certificate being pushed will overwrite any existing certificates with the same identifier on the target system. This will also ensure that only the latest version of the certificate is available on the target system.

    If it is disabled, the push operation will fail in the event of conflicts with the certificates on the target system.
    Push Automatically To automatically push the certificate after it is renewed/reissued to the target system, enable this checkbox.
    Note: The auto push feature for a certificate works only if enabled for the certificate application connector as well the associated certificate group. To enable this feature at the certificate group level, refer the instructions here.
    Secure Push The Secure Push option ensures that the certificate is pushed to the target system securely, protected from any unauthorized access.
    *: Mandatory fields
  5. Click Save.
    The connector is displayed on the certificate holistic view.

Pushing a Server Certificate

  1. Go to (Menu) > CERT+ > CERTIFICATE ACTION > Push to Device > Server.
    The Server Certificate page is displayed.
  2. To push a certificate, under Common Name, click the required certificate.
    The certificate topology view is displayed.
  3. Click Push to Device. The Push to Device option will be shown if the app connector is already added to the certificate otherwise add the app connector and then proceed.
    Note:
    • Only server certificates that include their private keys will be eligible for push operations to cloud connectors.

      After push, during subsequent discovery, when the CC machine is healthy and discovery returns the pushed certificate, the pushed AppConnector should be in Sync status, else the associated AppConnector must be transitioned to an Out of Sync status.

      If a new certificate is pushed to the gateway while the old certificate for the AppConnector still exists in the inventory, then after the next discovery, the AppConnector must move to Out of Sync status for the old certificate.

    • Endpoint CSR generation is not supported for cloud connectors.
    • The Push to Device option is displayed only after an app connector is added to certificate.
    The Confirmation dialog box is displayed.
  4. Enter your comments, if required, in the text field.
  5. Click OK.
    • The approval process is triggered. The current flow is based on the default policy of two-level approvals.
    • A request ID and work order ID are generated automatically and the work order status is displayed alongside the connector in the certificate topology view.
  6. To approve the push request, from the certificate topology view, click Approve.
  7. In the Confirmation dialog box:
    1. In the Manual Implementation field, to choose the mode of implementation, use the On/Off toggle.
    2. If you select Off, set the date and time to schedule the certificate push.
    3. Enter your comments in the text field and click Yes.
    The work order status displayed beside the connector updates to Push-Review In Progress.
  8. To implement the push request, from the certificate topology view, click Implement.
  9. In the Confirmation dialog box:
    1. In the Manual Implementation field, to choose the mode of implementation, use the On/Off toggle.
    2. If you select Off, set the date and time to schedule the certificate push.
    3. Enter your comments in the text field and click Yes.
    The push action is triggered. After the push action is completed, the status updates to Completed.
    To refresh the certificate topology view, from the top-right corner of the screen, click Refresh.
    An automatic HTTPS-based verification job is run at regular intervals to validate that certificates are correctly installed after the push operations triggered between the intervals; the system compares served certificates with the expected ones across all associated IP:ports. The data gathered by this job is used to create the Push Validation Report that highlights the proportion of successful versus failed push operations, providing a quick view of overall push reliability.

Enabling Auto Regeneration of Certificates

Enabling Auto Regeneration for a Certificate Group

You can enable and configure the auto regeneration feature at the certificate group level, which will apply to all certificates assigned to that group.

For details and instructions to enable auto regeneration at the certificate group level, click here.

Enabling Auto Regeneration at the Certificate Level

Enabling Auto Regenerate for Certificate Enrollment

While you can enable auto regenerate for all types of certificates, for clarity, in this section, we'll look at the instructions for enabling auto regenerate for a server certificate.

For details and instructions to enable auto regeneration at the time of server certificate enrollment, click here.

Enabling Auto Regenerate for Discovered Certificates

While you can enable auto regenerate for all types of certificates, for clarity, in this section, we'll look at the instructions for enabling auto regenerate for a server certificate.
  1. Go to Menu > CERT+ > Certificate Inventory > Server.
    The Server Certificate inventory is displayed.
  2. From the inventory, for the certificate you want to enable auto push for, click the common name.
    The holistic view of the selected certificate is displayed.
  3. For an existing CA connector for the certificate, hover over .
  4. From the menu displayed, click Edit.
    The certificate details are displayed.
  5. Under CA Details, turn on the Regenerate Automatically toggle.
  6. In the Start Regenerating field, enter the number of days before expiration when the certificate should be regenerated.
  7. Click Update.
    The holistic view of the selected certificate is displayed.
    Note: For the auto regenerate process to take effect, set the auto push in the application connector. Refer to the Enabling Auto Push section.

Enabling Auto Push of Certificates to Endpoints

After setting the auto renew/regenerate in the CA connector, you must now enable the auto push in the application connector to ensure the renewed/regenerated certificates are pushed to the end device.

To enable auto push of certificates, you need to enable the corresponding option for the group to which the certificate in question belongs, as well as the connector created for that certificate.

  1. To enable auto push for the certificate group:
    1. Go to Menu > CERT+ > Groups & Policies > Groups.
      The Group page is displayed.
    2. From the Name field, select the required certificate group.
      The Group : Modify : <group name> page is displayed.
    3. From the Other Details section of this certificate group, turn on the Push Certificate Automatically toggle button.
    4. Click Update.
  2. To enable auto push for the certificate connector:
    1. From the holistic view, for an existing application connector for the certificate, hover over (More) icon.
      To add an application connector, follow the instructions given here.
    2. From the menu displayed, click Edit.
      The Edit Application Connector pop-up is displayed.
    3. Select the Push automatically checkbox.
      Important: The auto-push feature works only when it is enabled at the connector level and disabled at the group level. If enabled at the group level but disabled at the connector level, the feature will not function.
    4. Click Save.
      The holistic view of the selected certificate is displayed.
      Note: An Auto Renew Certificates job is scheduled to run every 6 hours. It auto renews the configured certificates based on the number of days before expiry. AppViewX will disable the push automatically option in the Parent certificate application connector and enable it in the renewed certificate application connector.
      Note: An Auto Regenerate Certificates job is scheduled every day. It auto regenerates the configured certificates based on the number of days before expiry.

Enabling Auto Renewal of Certificates

To enable auto renewal of certificates, you need to enable the corresponding option for the group to which the certificate in question belongs, as well as the connector created for pushing that certificate.
Note: While you can enable auto push for all types of certificates, for clarity, in this section, we'll look at the instructions for enabling auto push for a server certificate.
  1. To enable auto renewal for the certificate group:
    1. Go to Menu > CERT+ > Groups & Policies > Groups.
      The Group page is displayed.
    2. From the Name field, select the required certificate group.
      The Group : Modify : <group name> page is displayed.
    3. From the Other Details section of this certificate group, turn on the Renew Automatically toggle button.
    4. Click Update.
  2. To enable auto renewal for the certificate connector:
    1. Go to Menu > CERT+ > Certificate Inventory > Server.
      The Server Certificate inventory is displayed.
    2. From the inventory, for the certificate you want to enable auto renew for, click the common name.
      The holistic view of the selected certificate is displayed.
    3. For an existing CA connector for the certificate, hover over .
    4. From the menu displayed, click Edit.
      The certificate details are displayed.
    5. Under CA Details, turn on the Renew Automatically toggle.
    6. In the Start Renewing field, enter the number of days before expiration when the certificate should be renewed.
    7. Click Update.
      The holistic view of the selected certificate is displayed.
      Note: For the auto renewal process to take effect, set the auto push in the application connector. For instructions, refer to the Enabling Auto Push section.