digital certificate installation manual · retrieve the back up of your certificate and you do...

33
Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017 1 DIGITAL CERTIFICATE INSTALLATION MANUAL

Upload: others

Post on 04-Jul-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

1

DIGITAL CERTIFICATE INSTALLATION MANUAL

Page 2: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

2

Table of Contents

BASIC CHECKS: INTERNET EXPLORER (IE) 3

TROUBLESHOOTING TIPS (IE AND FIREFOX) 7

1. INTERNET EXPLORER ....................................................................................................................... 7

1.1. An error has occured ................................................................................................................ 7

1.2 Certificate False/Certificate not presented ...................................................................... 8

2. FIREFOX ................................................................................................................................................ 13

INSTALLATION: WINDOWS XP, 7 OR 8 WITH IE 7, 8 OR 9 ........................................................ 15

BACKING UP A CERTIFICATE ................................................................................................................ 18

INSTALLATION: WINDOWS XP, 7 OR 8 WITH IE 10 ...................................................................... 24

INSTALLATION: WINDOWS 8 WITH IE 11 .......................................................................................... 27

INSTALLATION: ALL WINDOWS VERSIONS WITH FIREFOX ................................................... 27

INSTALLATION: ALL WINDOWS VERSIONS WITH GOOGLE CHROME............................... 33

SUPPORT......................................................................................................................................................... 33

Page 3: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

3

BASIC CHECKS: INTERNET EXPLORER (IE) Before any installation takes place, please ensure that the Pop-Up Blocker is turned off. Go to Internet Explorer/Tools/Pop-up Blocker and select Turn off Pop-up Blocker.

The next step is to check the Version of your Operating system. Go to the “Computer” Icon on your desktop, right click and select Properties.

Page 4: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

4

Information regarding your operating system is displayed under the “View basic information about your computer”.

Now check the Version of Internet Explorer you are using. Go to Internet Explorer/Help/About Internet Explorer.

Page 5: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

5

To ensure you don’t experience any compatibility issues, add lawproperty.co.za, e4.co.za and lawtrust.co.za into your Compatibility View settings.

Go to Internet Explorer /Tools/Compatibility View Settings and add these;

for IE 8 and 9 ensure that the “Display all websites in Compatibility View” is ticked;

for IE10 ensure that both options “Display all websites in Compatibility View” and “Download updated compatibility lists from Microsoft” are ticked;

for IE11 ensure that both the “Display Intranet sites in Compatibility View” and “Use Microsoft

Compatibility lists” are ticked.

Page 6: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

6

For Windows 8, IE11 Installations, ensure that “Protected Mode” under Tools/Internet Options/Security is disabled. Untick this option, close IE and re-open.

For IE 11 Installations also ensure that you add the LAW Property and LAW Trust websites under Trusted site by going to Tools/Internet Options/Security/Trusted Sites/Sites. Add https://2048trustweb.lawtrust.co.za and https://www.lawproperty.co.za. Once added please close your internet browser and re-open for this setting to take effect.

Page 7: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

7

Please also check in the Advanced Tab in the Security section by going to Tools/Internet Options/Advanced, that ONLY SSL3.0 and TLS1.0 versions are selected. Restart IE11 for the options to take effect.

TROUBLESHOOTING TIPS (IE AND FIREFOX)

1. INTERNET EXPLORER Below some errors that might be experienced during installation. This section will give you troubleshooting tips and resolutions to errors.

1.1. An error has occured If you are presented with an error has occured, please contact the support center and request that Your digital certificate codes are reset. Once new codes have been issued, the certificate should be re-installed with these codes.

Page 8: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

8

1.2 Certificate False/Certificate not presented

If the user logs on to www.e4.co.za and the following error is displayed it could be that instead of clicking Grant Permission the user clicked on Deny Permission. User needs to close the whole IE session and login again but the user always need to select Grant permission.

If the error occurs before the user even tries to select a certificate, it means the certificate is no longer present on the pc. This could as a result of the user ticking the wrong option when they did the backup.

Page 9: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

9

Check the expiration of the certificate and make sure, you select the correct certificate

Page 10: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

10

Please note that during the backup the user should NEVER tick “Delete the private key if the export is successful” option.

Also to check if the certificate is present user needs to go to Tools/Internet Options/Content/Certificates and ensure the certificate shows as valid under Personal. If the user cannot find the certificate they need to then contact the Support Centre and request for a reset of codes. Please note resetting a code is linked to a billing cost.

Page 11: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

11

If the user checks and finds that the certificate is present, but they get the Cert False error, the next thing to check is the time and time zone on their pc. If the time and time zone displays incorrectly, it might result in the time either reflecting as “expired” for the cert or that the cert is not yet valid. The correct time zone for South Africa is (UCT+02:00) Harare, Pretoria

User goes to the date time on their desktop:

User now clicks on Change date and time settings to check that the Date, Time and Time Zone is correct. If not, click on the Change date and time button or the Change time zone button to correct.

Page 12: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

12

The last option to do if the certificate is still not working, you can go to Tools/Internet Options/Advanced and click on the Reset button (Resets Internet Explorer’s settings to their default condition). You need to close your Internet Explorer session and re-open for the change to take effect. When you re-open and is prompted to choose the settings, select the recommended settings. This should only be done with authorization of your IT Department. E4 will not take responsibility for any user doing this without confirming this with their IT Department as resetting could affect settings for other applications. This to be used as the very last resort. The other issue with the certificate false could be due to the date on the pc being wrong. Go to Tools/Internet Options/Content/Certificates and view the Certificate. If the certificate has a red cross and states the certificate has expired or is not yet valid, it is a clear indication that the date on the pc is wrong. Correct the date and the certificate will then correctly authenticate.

Page 13: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

13

2. FIREFOX

If it is the first time that a digital certificate is installed on Firefox, and you are not able to logon successfully to the www.e4.co.za website, please follow the below steps. This is to ensure that security is set to recognize the digital certificate. Insert into the URL line: about:config Now press Enter. The below screen will be displayed. Click on “I’ll be careful, I promise!”

You will now be presented with the below screen.

Page 14: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

14

In the search box type: security.ssl.allow This specific command will display and the Value will be “false”

Double click on this line and the Value will automatically be set to “true”

Close Firefox and re-try logging on to the e4 website.

Page 15: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

15

INSTALLATION: WINDOWS XP, 7 OR 8 WITH IE 7, 8 OR 9 Go to www.e4.co.za and go to download then Installation files click on Certificate Installation.

Click on Yes when the below Pop-up is displayed:

Page 16: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

16

On the page that now displays please insert the Reference Number and Authorization Code as received in the Email regarding your digital certificate. Click on Submit Request

Don’t set the security level on the next pop-up but leave on Medium and click OK

Page 17: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

17

Click Yes on the following pop-up

You should now get a notice that you have successfully retrieved your certificate. If you get anything other than the below notice you should immediately contact our Call Centre on 0860 877 877 for assistance.

Page 18: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

18

BACKING UP A CERTIFICATE Once this cert has been installed please then ensure that you back up your certificate to a location not on your pc so you can easily retrieve this should you have a pc crash. Please note if you are not able to retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at full cost again. Below then the process to follow: Go to Tools/Internet Options/Select the fourth tab called Content/Click on Certificates/Highlight the certificate you have just installed. Click on Export

Page 19: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

19

The following pop-up will appear. Please click on Next

Ensure that you click Yes, export the Private key. Cick Next

Page 20: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

20

Tick Include All certificate in the certification path if possible and Export all extended properties. Click on Next

Page 21: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

21

Tick password for the backup of this certificate. Please note this password cannot be reset should you forget this. This would again result in you not being able to use this and if e4 issues a new certificate it will be billable at full charge. Click on Next.

Page 22: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

22

Please now save this file in a loaction where you can retrieve it – not on your pc as you need to be able to retrieve successfully from another location in case of pc crashes. Also name the file in a user friendly way so you know this is your e4 Certificate. Once saved, click on Next.

Page 23: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

23

Click Finish when you get the next screen:

Click OK when presented with this screen:

Page 24: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

24

Click OK to confirm that the export of your e4 certificate was successful.

INSTALLATION: WINDOWS XP, 7 OR 8 WITH IE 10 Go to www.e4.co.za and go to download then Installation files click on Certificate Installation.

Page 25: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

25

Click Yes on the following prompt

You will be presented with the page to insert the codes sent to your for the digital cert installation.

Page 26: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

26

Before inserting the codes, please press F12 (Developer Tools appears lower part of screen) You will see a “Document Mode:” Internet Explorer 9. Please select this option

Now please follow the steps as Windows XP, 7 or 8 with IE7,8 or 9 Installations.

Page 27: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

27

INSTALLATION: WINDOWS 8 WITH IE 11 If the Windows 8 with IE 11 checks is done as per the Basic Checks section above, then please continue to follow the steps for installation as per Windows XP, 7 or 8 with IE7, 8 or 9.

INSTALLATION: ALL WINDOWS VERSIONS WITH FIREFOX Go to www.e4.co.za and go to download then Installation files click on Certificate Installation.

You will be presented with a screen where the codes sent to you for your certificate installation. Please insert these into the blocks provided. Click on Submit Request.

Page 28: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

28

Select Medium grade on the next screen and click on Submit

In the next screen please tick all three blocks provided and then click OK

You are now presented with a pop-up showing the certificate has been installed. Please note it prompts you to make a backup of the certificate. Please click OK and then follow the steps for backing up your certificate.

Page 29: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

29

The main reason for backing up your certificate is that if you do lose the certificate for any reason, and you are not able to retreive the back up of your certificate, e4 will issue you with a new certificate but at full cost again. Go to tools, Options

Click on Advanced

Page 30: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

30

Click on Encryption.

Click on View Certificates

Page 31: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

31

Click on Your Certificates

You will now see the certificate you have installed. Click once on this certificate and select Backup

Page 32: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

32

It will prompt you to select a location to save this backup and you have to provide a user friendly name to save your certificate as. Please now save this file in a loaction where you can retrieve it – not on your pc as you need to be able to retrieve successfully from another location in case of pc crashes. Also name the file in a user friendly way so you know this is your e4 Certificate. Now click on Save

You wil lbe promted to select a password for your backup. Please note this password can not be reset and if you are unable to rember the password for retrieval, e4 will have to revoke this certificate and issue you with a new certificate at full cost. Click OK

Page 33: DIGITAL CERTIFICATE INSTALLATION MANUAL · retrieve the back up of your certificate and you do loose the certificate for any reason, e4 will issue you with a new certificate but at

Copyright 2015 e4 Strategic (Pty) Ltd Updated: 30 June 2017

33

You will be prompted that you have successfully backed up your certificate. Please click on OK.

INSTALLATION: ALL WINDOWS VERSIONS WITH GOOGLE CHROME Please note digital certificates cant be installed on Google Chrome currently. Please install in Internet Explorer using the above instructions. Once this has been installed via Internet Explorer it will automatically appear in Google Chrome.

SUPPORT Should you have any issues with installing your certificate please don’t hesitate to contact our Support Centre on 0860 877 877 for assistance.