Enrollment Tasks

You can design a custom workflow for enrolling a certificate using the prebuilt Create Certificate tasks available in the Workflow Studio. The OOB script task for enrolling certificates through different Certificate Authorities can be found under Certificates, in the Enrollment folder.

To design a custom workflow using Enrollment tasks:

  1. Navigate to the Workflow page in the Automation module and click Create New.
  2. Enter a Name for the workflow and click Save.
  3. From the Certificates folder, click Enrollment.
    The tasks for the following CAs are available in the Enrollment folder:
    • Appviewx
    • DigiCert
    • EJBCA
    • Entrust
    • Microsoft Enterprise
    • Microsoft Standalone
    • GoDaddy
  4. From the Enrollment folder, drag and drop any of the Create Certificate tasks. For example, the Create AppViewX Certificate task.
  5. Click Save.
  6. To auto-generate a form for this workflow, click Form above the Start task.
  7. Click above the Create AppViewX task to auto-populate the form fields.
  8. Select the fields required in the input form.
  9. Enter a Form Name and click Create.
  10. To view and download the certificate in a holistic view, from the Utils folder, drag and drop the View and Download Certificate prebuilt task.
  11. To get a preview of the user input form, connect all the workflow tasks and click Preview.
    User Inputs form, when the Create AppViewX Certificate task is selected, is displayed.
    Table 1. Field Description for the User Inputs form
    Field Description
    Certificate Category Select the Certificate Category from the options available in the dropdown.
    Note: Server is the default selection.
    *Certificate Group Select the Certificate Group from the options available in the dropdown.
    Note: To retrieve the values in the Certificate Group field, click .
    *Certificate Authority Select the Certificate Authority from the options available in the dropdown.
    *CA Account Select the CA Account from the options available in the dropdown.
    Note: To retrieve the values in the CA Account field, click .
    *Auto Renewal Select the required option from the dropdown to enable/disable Auto Renewal for the regenerated certificate.
    Renew Before (days) Enter the number of days in the Renew Before (days) field. For example, if you enter 5, then the renewal request will be triggered 5 days prior to the expiry date.
    Description Add a description for the workflow, if required.
    *Common Name Enter the Fully Qualified Domain Name (FQDN) of the server for which certificate is requested.
    Subject Alternative Name Select the Subject Alternative Name from the options available in the dropdown.
    DNS Enter a valid DNS if you select the DNS option in the SAN field.
    IP Address Enter a valid IP Address if you select the IP Address option in the SAN field.
    Organization Enter the name of the organization.
    Organization Unit Enter the name of the organization unit.
    Locality Enter the name of the locality in which the organization is situated.
    State Enter the name of the state in which the organization is located.
    Country Enter the name of the country in which the organization is located.
    Zip Code Enter the Zip code in which the organization is located.
    Email Address Enter the Email Address of the organization.
    *Validity Unit Select the Validity Unit from the options available in the dropdown.
    *Validity Value Enter the Validity Value based on the Validity Unit selected.
    Challenge Password Enter the challenge password.
    *Hash Function Select the Hash Function from the options available in the dropdown.
    *Key Type Select the Key Type from the options available in the dropdown.
    Note: To retrieve the types of keys that can be availed, click .
    *Bit Length Select the Bit Length from the options available in the dropdown.
    Attribute Select the Attribute from the options available in the dropdown.
    Attribute Value Enter the Attribute Value based on the Attribute selected.
    All asterisk (*) marked fields are mandatory.
  12. To add the attribute to the Certificate Attributes grid, click .
  13. To edit the value of a particular attribute, select the attribute in the grid and click .
  14. Enter the new value for the attribute in the Value field and click again to update the value.
  15. To delete a certificate attribute, select the attribute in the grid and click .
  16. To maximize the Certificate Attributes grid, from the top right corner of the grid, click .
  17. To search for a particular attribute in the grid, type the keyword(s) in the search field.
  18. Click Next.
    AppViewX Certificate is created.
  19. To download the certificate, at the View and Download Certificate stage, hover your mouse over and from the options displayed, click Download Certificate.
  20. Hover your mouse over to view the Certificate status.
    Note: For more information on how to design custom workflows, refer to the Automation User Guide.