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User Manual

NeySlim edited this page Mar 12, 2026 · 5 revisions

πŸ“– UCM User Manual

Complete guide for using Ultimate Certificate Manager.


πŸ“‘ Table of Contents

  1. Login and Interface
  2. Dashboard
  3. CA Management
  4. Certificate Management
  5. Reports
  6. SCEP Server
  7. User Management
  8. System Settings
  9. Common Operations

πŸ” Login and Interface

First Login

  1. Access UCM

    https://<your-server>:8443
    
  2. Default credentials

    • Username: admin
    • Password: admin

    ⚠️ Important: Change the password immediately after first login!

  3. Accept self-signed certificate

    • Your browser will display a warning
    • Click on "Advanced settings" β†’ "Continue to site"
    • This is normal for the first login

User Interface

The UCM interface consists of:

  • Navigation bar (top) - Quick access to sections
  • Sidebar menu (left) - Main navigation
  • Content area (center) - Main workspace
  • Status bar (bottom) - System information

Themes

UCM supports two themes:

  • Light - Default
  • Dark - In Settings β†’ Profile β†’ Theme

πŸ“Š Dashboard

The dashboard displays an overview of your PKI.

Displayed Statistics

  1. Certificate Authorities

    • Total number of CAs
    • Active vs revoked CAs
    • Root CA / Intermediate CA breakdown
  2. Certificates

    • Total certificates issued
    • Active certificates
    • Revoked certificates
    • Expired certificates
  3. Upcoming Expirations

    • Certificates expiring within 30 days
    • Certificates expiring within 90 days
    • Expiration alerts
  4. SCEP Activity

    • Active SCEP endpoints
    • Recent enrollments
    • Automatic renewals

Charts

  • Issuance timeline - Certificates issued by period
  • Type distribution - Server, Client, Code Signing, etc.
  • Certificate status - Valid, Expired, Revoked

πŸ›οΈ CA Management

Create a Root CA

  1. Navigation: Menu β†’ Certificate Authorities β†’ Create New CA

  2. Basic settings

    CA Type: Root CA
    Key Type: RSA 4096 bits (recommended for Root CA)
    Hash Algorithm: SHA-384 or SHA-512
    Validity: 20 years (7300 days)
    
  3. Distinguished Name (DN)

    Common Name (CN): My Company Root CA
    Organization (O): My Company Inc.
    Organizational Unit (OU): IT Security
    Country (C): FR
    State (ST): Ile-de-France
    Locality (L): Paris
    
  4. Advanced options

    • βœ… CA Certificate - Required
    • βœ… Certificate Sign - Required
    • βœ… CRL Sign - Required
    • ⬜ Digital Signature - Optional
  5. Click "Create CA"

Create an Intermediate CA

  1. Prerequisite: A Root CA must exist

  2. Configuration

    CA Type: Intermediate CA
    Parent CA: Select your Root CA
    Key Type: RSA 4096 bits
    Hash Algorithm: SHA-384
    Validity: 10 years (3650 days)
    
  3. Distinguished Name

    CN: My Company Issuing CA 1
    O: My Company Inc.
    OU: PKI Services
    C: FR
    
  4. Path Length Constraint

    • 0 = This Intermediate CA cannot create other Intermediate CAs
    • 1 = Can create 1 additional level of Intermediate CAs
    • Empty = No limit

Import an Existing CA

  1. Menu β†’ Import CA

  2. Supported formats

    • PEM - .pem, .crt, .key files
    • PKCS#12 - .pfx, .p12 files
  3. PEM import

    Certificate File: ca-cert.pem
    Private Key File: ca-key.pem
    Private Key Password: (if encrypted)
    
  4. PKCS#12 import

    PKCS#12 File: ca.pfx
    Password: ****
    

Export a CA

  1. CA list β†’ Actions β†’ Export

  2. Choose format

    • Certificate only (PEM) - For public distribution
    • Full chain (PEM) - Certificate + complete chain
    • PKCS#12 - Certificate + private key (⚠️ secure)
  3. For PKCS#12

    Export Password: ********
    Confirm Password: ********
    

Revoke a CA

⚠️ Warning: Irreversible operation!

  1. CA list β†’ Select CA β†’ Revoke

  2. Revocation reason

    • Key Compromise
    • Superseded
    • Cessation of Operation
    • Unspecified
  3. Consequences

    • All certificates issued by this CA become invalid
    • The CA appears in the CRL
    • Non-reversible operation

πŸ“œ Certificate Management

Issue a New Certificate

  1. Menu β†’ Certificates β†’ Issue New Certificate

  2. Select issuing CA

    Issuing CA: My Company Issuing CA 1
    
  3. Certificate type

    • Server Certificate - Web servers, VPN, etc.
    • Client Certificate - User authentication
    • Code Signing - Code signing
    • Email Certificate - S/MIME
  4. Subject information

    For a server certificate:

    Common Name (CN): www.example.com
    Organization (O): Example Inc.
    OU: Web Services
    Country (C): FR
    

    For a client certificate:

    CN: John Doe
    Email: john.doe@example.com
    O: Example Inc.
    
  5. Key configuration

    Key Type: RSA 2048 bits (standard)
             or ECDSA P-256 (modern, faster)
    Hash Algorithm: SHA-256 (standard)
    Validity: 395 days (13 months, browser max)
    
  6. Subject Alternative Names (SANs)

    For server certificates (important!):

    DNS Names:
    - www.example.com
    - example.com
    - mail.example.com
    
    IP Addresses (if needed):
    - 192.168.1.100
    
  7. Key Usage

    Server certificate:

    • βœ… Digital Signature
    • βœ… Key Encipherment
    • Extended: Server Authentication

    Client certificate:

    • βœ… Digital Signature
    • βœ… Key Agreement
    • Extended: Client Authentication

    Code Signing:

    • βœ… Digital Signature
    • Extended: Code Signing
  8. Click "Issue Certificate"

Import and Sign a CSR

  1. Menu β†’ Certificates β†’ Sign CSR

  2. Upload CSR file

    Drag & Drop or Browse: request.csr
    
  3. UCM automatically displays

    • CSR Subject DN
    • Public key and type
    • Requested extensions
  4. Select CA and configure

    Issuing CA: My Company Issuing CA 1
    Validity: 365 days
    
  5. Verify/Add SANs if needed

  6. Sign the CSR

Renew a Certificate

  1. Certificate list β†’ Select β†’ Renew

  2. Renewal options

    • Reuse same key - Keeps existing key
    • Generate new key - Recommended for security
  3. Adjust validity if needed

    Validity: 395 days
    
  4. The new certificate

    • Keeps the same Subject DN
    • Keeps the same SANs
    • New serial number
    • New validity period

Revoke a Certificate

  1. List β†’ Select certificate β†’ Revoke

  2. Revocation reason

    - Key Compromise ⚠️
    - CA Compromise ⚠️⚠️
    - Affiliation Changed
    - Superseded
    - Cessation of Operation
    - Certificate Hold (temporary suspension)
    - Remove from CRL
    - Privilege Withdrawn
    
  3. Immediate effect

    • Certificate added to CRL
    • OCSP returns "revoked"
    • Invalid for any use

Export a Certificate

  1. List β†’ Select β†’ Export

  2. Available formats

    PEM (Base64 ASCII)

    - Certificate only (.pem)
    - Certificate + Chain (.pem)
    - Full chain (.pem)
    

    DER (Binary)

    - Certificate only (.der, .cer)
    

    PKCS#12

    - Certificate + Private Key + Chain (.pfx, .p12)
    - Password protected ⚠️
    
  3. PKCS#12 export (includes private key)

    Export Password: ********
    Friendly Name: www.example.com
    Include Chain: βœ… Recommended
    

Search Certificates

Search bar

Search by:
- Common Name (CN)
- Serial Number
- Subject DN
- Issuer DN
- Email

Advanced filters

Status: Active / Revoked / Expired
Type: Server / Client / Code Signing
Issuer: Select a CA
Validity: Expiring in 30/60/90 days

πŸ“Š Reports

UCM provides comprehensive reporting and analytics for your PKI infrastructure. For full details, see the dedicated Reports & Analytics page.

Overview

  • 6 Report Types β€” Expiring certificates, revoked certificates, CA hierarchy, audit summary, compliance status, certificate inventory
  • Executive PDF β€” Downloadable multi-section PDF with cover page, risk assessment, charts, and recommendations
  • Report Scheduler β€” Automate report generation with daily/weekly/monthly email delivery (up to 50 recipients)
  • On-Demand Download β€” Generate any report instantly in CSV or JSON format

Quick Start

  1. Navigate to Reports in the sidebar
  2. Browse available report types with descriptions and schedule status
  3. Click Generate to download a report immediately
  4. Click Executive PDF for the comprehensive PDF report
  5. Click the Schedule icon to set up automated email delivery

Permissions

  • View reports: read:audit
  • Generate/download: read:audit + export:audit
  • Configure schedules: write:settings

β†’ Full Reports Documentation


πŸ”„ SCEP Server

SCEP (Simple Certificate Enrollment Protocol) enables automatic certificate enrollment.

Create a SCEP Endpoint

  1. Menu β†’ SCEP β†’ New Endpoint

  2. Basic configuration

    Endpoint Name: Mobile Devices SCEP
    Description: SCEP for iOS/Android
    Issuing CA: My Company Issuing CA 1
    
  3. SCEP settings

    Challenge Password: ****************
    Challenge Type: Dynamic (recommended)
                   or Static
    
    Validity: 365 days
    Auto-renewal: βœ… Enabled
    Renewal Window: 30 days before expiration
    
  4. Certificate template

    Certificate Type: Client Certificate
    Key Type: RSA 2048 or ECDSA P-256
    Hash Algorithm: SHA-256
    
    Key Usage:
    - βœ… Digital Signature
    - βœ… Key Agreement
    
    Extended Key Usage:
    - βœ… Client Authentication
    - βœ… Email Protection (if needed)
    
  5. Generated SCEP URL

    https://<server>:8443/scep/mobile-devices
    

iOS Configuration

  1. Create a configuration profile (.mobileconfig)

    UCM automatically generates the profile:

    SCEP Menu β†’ Endpoint β†’ Generate iOS Profile
    
  2. Profile settings

    Profile Name: Company PKI
    Organization: My Company Inc.
    Description: Enterprise Certificate Enrollment
    
  3. Distribute the profile

    • Email
    • MDM (Mobile Device Management)
    • Download URL
    • AirDrop
  4. Installation on iOS

    Settings β†’ Profile Downloaded β†’ Install
    Enter Challenge Password: ****
    

Android Configuration

  1. Download SCEP management app

    • Use a SCEP-compatible app
    • Or MDM integration
  2. Manual configuration

    SCEP URL: https://<server>:8443/scep/mobile-devices
    Challenge Password: ****
    

Windows Configuration

  1. Via GPO (Group Policy)

    Computer Configuration
    β†’ Policies
    β†’ Windows Settings
    β†’ Security Settings
    β†’ Public Key Policies
    β†’ Certificate Services Client - Auto-Enrollment
    
  2. NDES-like configuration

    SCEP URL: https://<server>:8443/scep/windows
    Challenge: ****
    

SCEP Monitoring

SCEP Menu β†’ Endpoint β†’ Activity

Displays:

  • Successful enrollments
  • Failures and reasons
  • Automatic renewals
  • Revocations

πŸ‘₯ User Management

UCM uses an RBAC (Role-Based Access Control) system.

Available Roles

  1. Admin

    • Full access
    • CA management
    • User management
    • System configuration
  2. Operator

    • Issue certificates
    • Revoke certificates
    • Export certificates
    • View CAs (read-only)
  3. Viewer

    • View CAs
    • View certificates
    • Download public certificates
    • No modifications

Create a User

  1. Menu β†’ Settings β†’ Users β†’ Add User

  2. User information

    Username: john.doe
    Full Name: John Doe
    Email: john.doe@example.com
    Role: Operator
    
  3. Password

    Password: ********** (min 8 characters)
    Confirm: **********
    
    Requirements:
    - 8+ characters
    - Uppercase + lowercase
    - At least 1 digit
    - 1 special character recommended
    
  4. Options

    βœ… Force password change on first login
    βœ… Account enabled
    ⬜ API access enabled
    

Modify a User

  1. User list β†’ Edit

  2. Possible modifications

    • Full name
    • Email
    • Role
    • Account status
    • Reset password

Change Your Password

  1. User menu (top right) β†’ Profile

  2. Security β†’ Change Password

    Current Password: ****
    New Password: ********
    Confirm New Password: ********
    

βš™οΈ System Settings

General Configuration

Menu β†’ Settings β†’ System

System Name: My Company PKI
Base URL: https://pki.example.com:8443
Administrator Email: pki-admin@example.com
Organization: Example Inc.

CRL (Certificate Revocation List)

CRL Update Interval: 24 hours
CRL Distribution Point: http://pki.example.com:8080/crl/<ca-id>.crl
Next CRL Update: 7 days

OCSP (Online Certificate Status Protocol)

OCSP Responder: βœ… Enabled
OCSP URL: http://ocsp.example.com:8080
OCSP Signing Certificate: Auto-generated
Response Validity: 7 days

Session and Security

Session Timeout: 30 minutes
Max Login Attempts: 5
Lockout Duration: 15 minutes
Force HTTPS: βœ… Enabled
HSTS: βœ… Enabled

Backup and Maintenance

Automatic backup

Backup Interval: Daily
Backup Time: 02:00 AM
Retention: 7 days
Backup Path: /opt/ucm/backups/

Maintenance

Auto-cleanup expired certificates: βœ… 90 days after expiration
Auto-cleanup revoked certificates: ❌ Keep
Database optimization: Weekly

🎯 Common Operations

Use Case 1: Web Server Certificate

Scenario: Secure www.example.com

1. Certificates β†’ Issue New Certificate
2. Issuing CA: Intermediate CA
3. Certificate Type: Server Certificate
4. Subject DN:
   CN: www.example.com
   O: Example Inc.
5. SANs:
   - www.example.com
   - example.com
6. Key: RSA 2048, SHA-256
7. Validity: 395 days
8. Issue β†’ Export PKCS#12
9. Install on web server

Use Case 2: VPN Client Certificates

Scenario: VPN authentication by certificate

1. Certificates β†’ Issue New Certificate
2. Type: Client Certificate
3. Subject:
   CN: john.doe
   Email: john.doe@example.com
4. Key Usage:
   - Digital Signature
   - Key Agreement
   - Client Authentication
5. Export PKCS#12 with password
6. Send securely to user
7. Configure VPN to accept this CA

Use Case 3: Code Signing

Scenario: Sign applications

1. Certificates β†’ Issue New Certificate
2. Type: Code Signing
3. Subject:
   CN: Example Inc. Code Signing
   O: Example Inc.
4. Key: RSA 4096 (recommended for code signing)
5. Validity: 3 years maximum
6. Extended Key Usage: Code Signing
7. Export PKCS#12
8. Use with signtool, jarsigner, etc.

Use Case 4: S/MIME Email

Scenario: Sign and encrypt emails

1. Certificates β†’ Issue New Certificate
2. Type: Email Certificate
3. Subject:
   CN: John Doe
   Email: john.doe@example.com
4. SANs:
   Email: john.doe@example.com
5. Key Usage:
   - Digital Signature
   - Key Encipherment
   - Email Protection
6. Export PKCS#12
7. Import into email client (Outlook, Thunderbird)

Use Case 5: iOS SCEP Enrollment

Scenario: Deploy certificates on 100 iPads

1. SCEP β†’ New Endpoint
2. Name: iPad Fleet
3. Type: Client Certificate
4. Challenge: Dynamic
5. Auto-renewal: βœ…
6. Generate iOS Profile
7. Distribute via MDM
8. iPads enroll automatically
9. Auto-renewal 30 days before expiration

πŸ“‹ Production Deployment Checklist

Before Deployment

  • Root CA created with 4096-bit key and 20-year validity
  • Intermediate CA created for daily issuance
  • Root CA backup performed and stored offline
  • Root CA stored offline (cold storage)
  • Admin password changed
  • Users created with appropriate roles
  • HTTPS configured with valid certificate
  • CRL and OCSP configured and accessible
  • Automatic backup configured
  • Firewall configured (port 8443 HTTPS, 8080 HTTP for CRL/OCSP)

After Deployment

  • Certificate issuance test
  • Revocation test and CRL verification
  • OCSP test
  • SCEP enrollment test
  • Renewal test
  • Backup verification
  • Procedure documentation
  • Operator training

πŸ†˜ Help and Support


Next section: Troubleshooting | API Reference

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