Windows Certificate Store

IMPORTANT
Read more about Data Workbench’s End-of-life announcement.

The Windows Certificate Store fallows you to store the client’s certificate and private key in the Windows Certificate Store for SSL communication with servers.

The Windows Certificate Store for the Client is a new feature that allows you to store the SSL communication certificate and private key in the Windows Certificate Store rather than in Insight/Certificates/<CertName>.pem file. Using the Windows Certificate Store may be preferable if you use the certificate store for other applications and wish to do certificate management in one place, or for users that enjoy the additional Windows audit logging that the Windows Certificate store provides.

NOTE
Licensing with the license server is still maintained using the existing <Common Name>.pem file, and that the certificate obtained from the certificate store will only be used for communication to the servers that you specify.

Prerequisites

  1. You must have access to the certmgr.msc file with the ability to import a certificate and key into the Personal store. (This should be true by default for most Windows users.)

  2. The user doing the configuration must have a copy of the OpenSSL command-line tool.

  3. The server and client must already be configured to use a custom SSL certificate, as described in Using Custom Certificates, giving instructions to store the client certificate in the Windows certificate store rather than storing it in the Certificates directory.

Configuring the Windows Certificate Store

The Windows Certificate Store for Clients is enabled following these steps:

Step 1: Import the user’s SSL certificate and private key into the Windows Certificate Store.

In Using Custom Certificates you are directed to put the SSL certificate and key in the following directory:

<
<filepath>
  DWB Install folder
</filepath>>\Certificates\

The certificate’s name is <Common Name>.pem (such as Analytics Server 1.pem (not the trust_ca_cert.pem file.)

Before the certificate and private key can be imported, they must be converted from . pem format to a .pfx format, such as pkcs12.pfx ).

  1. Open a command prompt or terminal and navigate to the directory:

    code language-none
    <CommonName>.pem c: cd \<DWB Install folder \Certificates
    
  2. Run openssl with the following arguments (with the actual .pem file name):

    code language-none
    openssl pkcs12 -in "<Common Name>.pem" -export -out "<Common Name>.pfx"
    

    If prompted, hit Enter to skip entering an export password.

  3. Run certmgr.msc from the run prompt, start menu, or command line.

  4. Open the Personal certificate store for the current user.

  5. Right-click Certificates and click All Tasks > Import.

    Make sure the Current User option is selected, then click Next.

  6. Click Browse and select the <CommonName>.pfx file you created previously. You will have to change the file extension dropdown box from an X.509 Certificate to either Personal Information Exchange or to All Files in order to see it.

    Select the file and click Open, and then Next.

  7. Do not enter a password, and make sure that only the options Mark this key as exportable and Include all extended properties are selected.

    Click Next.

  8. Make sure that Place all certificates in the following store is selected, and that the certificate store listed is Personal. (If you’re an advanced user, you can select another store at this point, but you’ll have to change the configuration later.)

  9. Click Next and then click Finish. You should see a dialog box telling you that the import was successful and see your certificate in the Certificates folder of the store.

    note note
    NOTE
    Pay particular attention to the Issued To and Issued By fields. You’ll need these in the next step.

Step 2: Edit the Insight.cfg file.

The Insight.cfg file must be edited in order to direct Data Workbench to use the Windows Certificate Store feature. Each server entry in this file must have some additional parameters specified. If the parameters are omitted, the workstation will default to using the existing certificate configuration. If the parameters are specified but have incorrect values, the workstation will enter an error state and you will have to refer to the log file for error information.

  1. Open the Insight.cfg file (located in the Insight installation directory).

  2. Scroll down to the server entry that you wish to configure. If you wish to use the Windows Certificate store for every server, you have to make these modifications to every entry in the vector of serverInfo objects.

  3. Add these parameters to their Insight.cfg file. You can do this from the workstation, or manually by adding the following parameters to the serverInfo object. (Be sure to use spaces instead of tab characters, and don’t make other typographical or syntax errors in this file. )

    code language-none
    SSL Use CryptoAPI = bool: true
    SSL CryptoAPI Cert Name = string: <Common Name>
    SSL CryptoAPI Cert Issuer Name = string: Visual Sciences,LLC
    SSL CryptoAPI Cert Store Name = string: My
    

    The boolean enables or disables the feature. The certificate name matches Issuer To in the certificate manager. The certificate issuer name matches Issued By, and the Store Name must match the certificate store name.

    note note
    NOTE
    The name “Personal” in the Certificate Manager (certmgr.msc) actually refers to the certificate store named My. Consequently, if you import your SSL communication certificate and key (.PFX) into the Personal certificate store as recommended, you must set the SSL CryptoAPI Cert Store Name string to “My”. Setting this parameter to “Personal” will not work. This is a peculiarity of the Windows certificate store.

    A full list of the predefined system stores can be obtained here: https://msdn.microsoft.com/en-us/library/windows/desktop/aa388136(v=vs.85).aspx. Your system might have additional certificate stores. If you wish to use a store other than “Personal” (such as My), you must obtain the canonical name of the certificate store and provide it in the Insight.cfg file. (The system store name “My” is inconsistently referred to as “My” and “MY” by the Windows documentation. The parameter does not appear to be case sensitive.)

  4. After you have added these parameters and verified that the values match the list in the Windows Certificate Manager, save the Insight.cfg file.

You can now start the workstation (or disconnect/reconnect to the server). Data Workbench should load your certificate and key from the certificate store and connect normally.

Log output

When a certificate is not found or is invalid, this error message is thrown to the HTTP.log file.

ERROR Fatal error: the cert could not be found!
NOTE
The L4 logging framework can be enabled by setting up the L4.cfg file (see your account manager to set this up).
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