PGP Universal Server - 3.0 Administrator’s Guide

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PGP Universal Server

Administrator's Guide

Version Information

PGP Universal Server Administrator's Guide. PGP Universal Server Version 3.0.0. Released March 2010.

Copyright © 1991-2010 by PGP Corporation. All Rights Reserved. No part of this document can be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of PGP Corporation.

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PGP, Pretty Good Privacy, and the PGP logo are registered trademarks of PGP Corporation in the US and other countries. IDEA is a trademark of Ascom Tech AG. Windows and ActiveX are registered trademarks of Microsoft Corporation. AOL is a registered trademark, and AOL Instant Messenger is a trademark, of America Online, Inc. Red Hat and Red Hat Linux are trademarks or registered trademarks of Red Hat, Inc. Linux is a registered trademark of Linus Torvalds. Solaris is a trademark or registered trademark of Sun Microsystems, Inc. AIX is a trademark or registered trademark of International Business Machines Corporation. HP-UX is a trademark or registered trademark of Hewlett-Packard Company. SSH and Secure Shell are trademarks of SSH Communications Security, Inc. Rendezvous and Mac OS X are trademarks or registered trademarks of Apple Computer, Inc. All other registered and unregistered trademarks in this document are the sole property of their respective owners.

Licensing and Patent Information

The IDEA cryptographic cipher described in U.S. patent number 5,214,703 is licensed from Ascom Tech AG. The CAST-128 encryption algorithm, implemented from RFC 2144, is available worldwide on a royalty-free basis for commercial and non-commercial uses. PGP Corporation has secured a license to the patent rights contained in the patent application Serial Number 10/655,563 by The Regents of the University of California, entitled Block Cipher Mode of Operation for Constructing a Wide-blocksize block Cipher from a Conventional Block Cipher. Some third-party software included in PGP Universal Server is licensed under the GNU General Public License (GPL). PGP Universal Server as a whole is not licensed under the GPL. If you would like a copy of the source code for the GPL software included in PGP Universal Server, contact PGP Support ( may have patents and/or pending patent applications covering subject matter in this software or its documentation; the furnishing of this software or documentation does not give you any license to these patents.

https://support.pgp.com). PGP Corporation

Acknowledgments

This product includes or may include:

-- The Zip and ZLib compression code, created by Mark Adler and Jean-Loup Gailly, is used with permission from the free Info-ZIP implementation, developed by zlib ( the MIT License found at available high-quality data compressor, is copyrighted by Julian Seward, © 1996-2005. -- Application server (

http://www.apache.org/), Jakarta Commons (http://jakarta.apache.org/commons/license.html) and log4j, a Java-based library used to parse HTML,

( developed by the Apache Software Foundation. The license is at framework for moving data from XML to Java programming language objects and from Java to databases, is released by the ExoLab Group under an Apache 2.0-style license, available at Foundation that implements the XSLT XML transformation language and the XPath XML query language, is released under the Apache Software License, version 1.1, available at Protocol") used for communications between various PGP products is provided under the Apache license found at

http://www.apache.org/licenses/LICENSE-2.0.txt. -- mx4j, an open-source implementation of the Java Management Extensions (JMX), is released under

an Apache-style license, available at Independent JPEG Group. ( distributed under the MIT License distributed by University of Cambridge. ©1997-2006. The license agreement is at and Domain Name System (DNS) protocols developed and copyrighted by Internet Systems Consortium, Inc. ( implementation of daemon developed by The FreeBSD Project, © 1994-2006. -- Simple Network Management Protocol Library developed and copyrighted by Carnegie Mellon University © 1989, 1991, 1992, Networks Associates Technology, Inc, © 2001- 2003, Cambridge Broadband Ltd. © 2001- 2003, Sun Microsystems, Inc., © 2003, Sparta, Inc, © 2003-2006, Cisco, Inc and Information Network Center of Beijing University of Posts and Telecommunications, © 2004. The license agreement for these is at by Network Time Protocol and copyrighted to various contributors. -- Lightweight Directory Access Protocol developed and copyrighted by OpenLDAP Foundation. OpenLDAP is an open-source implementation of the Lightweight Directory Access Protocol (LDAP). Copyright © 1999-2003, The OpenLDAP Foundation. The license agreement is at OpenBSD project is released by the OpenBSD Project under a BSD-style license, available at

bin/cvsweb/src/usr.bin/ssh/LICENCE?rev=HEAD. -- PC/SC Lite is a free implementation of PC/SC, a specification for SmartCard integration is released

under the BSD license. -- Postfix, an open source mail transfer agent (MTA), is released under the IBM Public License 1.0, available at

http://www.opensource.org/licenses/ibmpl.php. -- PostgreSQL, a free software object-relational database management system, is released under a

BSD-style license, available at PostgreSQL database using standard, database independent Java code, (c) 1997-2005, PostgreSQL Global Development Group, is released under a BSD-style license, available at database management system, is released under a BSD-style license, available at version of cron, a standard UNIX daemon that runs specified programs at scheduled times. Copyright © 1993, 1994 by Paul Vixie; used by permission. -

- JacORB, a Java object used to facilitate communication between processes written in Java and the data layer, is open source licensed under the GNU Library General Public License (LGPL) available at open-source implementation of a CORBA Object Request Broker (ORB), and is used for communication between processes written in C/C++ and the data layer. Copyright (c) 1993-2006 by Douglas C. Schmidt and his research group at Washington University, University of California, Irvine, and Vanderbilt University. The open source software license is available at downloading files via common network services, is open source software provided under a MIT/X derivate license available at

under a BSD-style license, available at libpopt, a library that parses command line options, is released under the terms of the GNU Free Documentation License available at

communicate with the Intel Corporation AMT chipset on a motherboard, is distributed under the gSOAP Public License version 1.3b, available at

http://www.zlib.net). -- Libxml2, the XML C parser and toolkit developed for the Gnome project and distributed and copyrighted under

http://jakarta.apache.org/), web server

www.apache.org/licenses/LICENSE-2.0.txt. -- Castor, an open-source, data-binding

http://www.castor.org/license.html. -- Xalan, an open-source software library from the Apache Software

http://xml.apache.org/xalan-j/#license1.1. -- Apache Axis is an implementation of the SOAP ("Simple Object Access

http://mx4j.sourceforge.net/docs/ch01s06.html. -- jpeglib version 6a is based in part on the work of the

http://www.ijg.org/) -- libxslt the XSLT C library developed for the GNOME project and used for XML transformations is

http://www.opensource.org/licenses/mit-license.html. -- PCRE Perl regular expression compiler, copyrighted and

http://www.pcre.org/license.txt. -- BIND Balanced Binary Tree Library

http://www.isc.org) -- Free BSD

http://net-snmp.sourceforge.net/about/license.html. -- NTP version 4.2 developed

http://www.openldap.org/software/release/license.html. Secure shell OpenSSH developed by

http://www.openbsd.org/cgi-

http://www.postgresql.org/about/licence. -- PostgreSQL JDBC driver, a free Java program used to connect to a

http://jdbc.postgresql.org/license.html. -- PostgreSQL Regular Expression Library, a free software object-relational

http://www.postgresql.org/about/licence. -- 21.vixie-cron is the Vixie

http://www.cs.wustl.edu/~schmidt/ACE-copying.html. -- libcURL, a library for

http://www.cs.fsu.edu/~engelen/license.html. -- Windows Template Library (WTL) is used for developing user interface components and is distributed

under the Common Public License v1.0 found at automate a variety of maintenance functions and is provided under the Perl Artistic License, found at

http://www.perl.com/pub/a/language/misc/Artistic.html. -- rEFIt - libeg, provides a graphical interface library for EFI, including image rendering, text

rendering, and alpha blending, and is distributed under the license found at

-- Java Radius Client, used to authenticate PGP Universal Web Messenger users via Radius, is distributed under the Lesser General Public License (LGPL) found at Copyright (c) 2009, Yahoo! Inc. All rights reserved. Released under a BSD-style license, available at

JSON-lib version 2.2.1, a Java library used to convert Java objects to JSON (JavaScript Object Notation) objects for AJAX. Distributed under the Apache

2.0 license, available at

http://ezmorph.sourceforge.net/license.html. -- Apache Commons Lang, used by JSON-lib, is distributed under the Apache 2.0 license, available at

http://commons.apache.org/license.html. -- Apache Commons BeanUtils, used by JSON-lib, is distributed under the Apache 2.0 license, available at http://commons.apache.org/license.html. -- SimpleIni is an .ini format file parser and provides the ability to read and write .ini files, a common

configuration file format used on Windows, on other platforms. Distributed under the MIT License found at

data structures and is distributed under the MIT License found at Mike Sharov < the PGP SDK. Distributed under the BSD license found at reserved.

Additional acknowledgements and legal notices are included as part of the PGP Universal Server.

http://www.gnu.org/licenses/lgpl.html. -- Yahoo! User Interface (YUI) library version 2.5.2, a Web UI interface library for AJAX.

http://json-lib.sourceforge.net/license.html. -- EZMorph, used by JSON-lib, is distributed under the Apache 2.0 license, available

msharov@users.sourceforge.net>. -- Protocol Buffers (protobuf), Google's data interchange format, are used to serialize structure data in

http://opensource.org/licenses/cpl1.0.php. -- The Perl Kit provides several independent utilities used to

http://developer.yahoo.com/yui/license.html. --

http://www.opensource.org/licenses/mit-

Export Information

Export of this software and documentation may be subject to compliance with the rules and regulations promulgated from time to time by the Bureau of Export Administration, United States Department of Commerce, which restricts the export and re-export of certain products and technical data.

Limitations

The software provided with this documentation is licensed to you for your individual use under the terms of the End User License Agreement provided with the software. The information in this document is subject to change without notice. PGP Corporation does not warrant that the information meets your requirements or that the information is free of errors. The information may include technical inaccuracies or typographical errors. Changes may be made to the information and incorporated in new editions of this document, if and when made available by PGP Corporation.

Contents

Introduction

What is PGP Universal Server? 15 PGP Universal Server Product Family 16 Who Should Read This Guide 16 Common Criteria Environments 16 Improvements in this Version of PGP Universal Server 17 Using the PGP Universal Server with the Command Line 18 Symbols 18 Getting Assistance 19

Getting product information 19 Contact Information 20

The Big Picture 21

Important Terms 21

PGP Products 21 PGP Universal Server Concepts 22 PGP Universal Server Features 23 PGP Universal Server User Types 25

Installation Overview 26

Open Ports 33

TCP Ports 33 UDP Ports 35

Naming your PGP Universal Server

Considering a Name for Your PGP Universal Server 37 Methods for Naming a PGP Universal Server 38

Understanding the Administrative Interface 39

System Requirements 39 Logging In 39 The System Overview Page 41 Managing Alerts 42 Logging In For the First Time 43 Administrative Interface Map 43 Icons 45

PGP Universal Server Contents

Licensing Your Software 51

Overview 51 Manual and Automatic Licensing 51 Licensing a PGP Universal Server 51 Licensing the Mail Proxy Feature 52

Operating in Learn Mode 53

Purpose of Learn Mode 53 Checking the Logs 54 Managing Learn Mode 54

Managed Domains

About Managed Domains 57 Adding Managed Domains 58 Deleting Managed Domains 58

Understanding Keys 59

Choosing a Key Mode For Key Management 59

Adding PGP Desktop Solutions to Existing Gateway Email Environments 62

Changing Key Modes 63 How PGP Universal Server Uses Certificate Revocation Lists 64 Key Reconstruction Blocks 64 Managed Key Permissions 65

Managing Organization Keys

About Organization Keys 67 Organization Key 67

Inspecting the Organization Key 68

Regenerating the Organization Key 68

Importing an Organization Key 69 Organization Certificate 70

Inspecting the Organization Certificate 71

Exporting the Organization Certificate 71

Deleting the Organization Certificate 72

Generating the Organization Certificate 72

Importing the Organization Certificate 73 Additional Decryption Key (ADK) 73

Importing the ADK 74

Inspecting the ADK 74

Deleting the ADK 74 Verified Directory Key 75

PGP Universal Server Contents

Importing the Verified Directory Key 75

Inspecting the Verified Directory Key 75

Deleting the Verified Directory Key 76

Administering Managed Keys 77

Viewing Managed Keys 78 Managed Key Information 79

Email Addresses 81

Subkeys 81

Certificates 81

Permissions 82

Attributes 83 Symmetric Key Series 83 Symmetric Keys 85 Custom Data Objects 86 Exporting Consumer Keys 87

Exporting the Managed Key of an Internal User 88

Exporting the Managed Key of an External User 88

Exporting PGP Verified Directory User Keys 89

Exporting the Managed Key of a Managed Device 89 Deleting Consumer Keys 90

Deleting the Managed Key of an Internal User 90

Deleting the Managed Key of an External User 90

Deleting the Key of a PGP Verified Directory User 91

Deleting the Managed Key of a Managed Device 91 Approving Pending Keys 91 Revoking Managed Keys 92

Managing Trusted Keys and Certificates 95

Overview 95

Trusted Keys 95

Trusted Certificates 95 Adding a Trusted Key or Certificate 96 Inspecting and Changing Trusted Key Properties 97 Deleting Trusted Keys and Certificates 97 Searching for Trusted Keys and Certificates 98

Setting Mail Policy 99

Overview 99

How Policy Chains Work 100

Mail Policy and Dictionaries 101

Mail Policy and Key Searches 101

Mail Policy and Cached Keys 102 Migrating Settings from Version 2.0.x 102 Restoring Mail Policy Rules 103

iii

PGP Universal Server Contents

Understanding the Pre-Installed Policy Chains 108 Mail Policy Outside the Mailflow 110 Using the Rule Interface 111

The Conditions Card 111

The Actions Card 113 Building Valid Chains and Rules 114

Using Valid Processing Order 114

Creating Valid Groups 115

Creating a Valid Rule 116 Managing Policy Chains 117

Mail Policy Best Practices 117

Restoring Mail Policy to Default Settings 117

Editing Policy Chain Settings 118

Adding Policy Chains 118

Deleting Policy Chains 119

Exporting Policy Chains 120

Printing Policy Chains 120 Managing Rules 121

Adding Rules to Policy Chains 121

Deleting Rules from Policy Chains 121

Enabling and Disabling Rules 122

Changing the Processing Order of the Rules 122 Adding Key Searches 122 Choosing Condition Statements, Conditions, and Actions 123

Condition Statements 123

Conditions 124

Actions 131 Working with Common Access Cards 144

Applying Key Not Found Settings to External Users 145

Overview 145

Bounce the Message 146

PDF Messenger 146

Certified Delivery with PDF Messenger 147

Send Unencrypted 147

Smart Trailer 148

PGP Universal Web Messenger 149 Changing Policy Settings 150 Changing User Delivery Method Preference 151

Using Dictionaries with Policy 153

Overview 153 Default Dictionaries 154

Editing Default Dictionaries 156 User-Defined Dictionaries 157

Adding a User-Defined Dictionary 157

PGP Universal Server Contents

Editing a User-Defined Dictionary 158

Deleting a Dictionary 158 Exporting a Dictionary 159 Searching the Dictionaries 159

Keyservers, SMTP Archive Servers, and Mail Policy 161

Overview 161 Keyservers 161

Adding or Editing a Keyserver 162

Deleting a Keyserver 164 SMTP Servers 164

Adding or Editing an Archive Server 164

Deleting an Archive Server 165

Managing Keys in the Key Cache 167

Overview 167 Changing Cached Key Timeout 167

Purging Keys from the Cache 168

Trusting Cached Keys 168

Viewing Cached Keys 168 Searching the Key Cache 169

Configuring Mail Proxies 171

Overview 171 PGP Universal Server and Mail Proxies 171

Mail Proxies in an Internal Placement 172

Mail Proxies in a Gateway Placement 173 Changes in Proxy Settings from PGP Universal Server 2.0 to 2.5 and later 175 Mail Proxies Page 175 Creating New or Editing Existing Proxies 176

Creating or Editing a POP/IMAP Proxy 176

Creating or Editing an Outbound SMTP Proxy 178

Creating or Editing an Inbound SMTP Proxy 180

Creating or Editing a Unified SMTP Proxy 182

Email in the Mail Queue 187

Overview 187 Deleting Messages from the Mail Queue 188

Specifying Mail Routes 189

Overview 189 Managing Mail Routes 190

PGP Universal Server Contents

Adding a Mail Route 190

Editing a Mail Route 191

Deleting a Mail Route 191

Customizing System Message Templates 193

Overview 193

Templates and Message Size 194

PDF Messenger Templates 194

Templates for New PGP Universal Web Messenger Users 194 Editing a Message Template 195

Managing Groups 197

Understanding Groups 197

Sorting Consumers into Groups 197

Everyone Group 198

Excluded Group 198 Policy Group Order 199

Migrating Groups from Version 2.x 199

Setting Policy Group Order 199 Creating a New Group 199 Deleting a Group 200 Viewing Group Members 200 Manually Adding Group Members 201 Manually Removing Members from a Group 201 Group Permissions 202

Adding Group Permissions 203

Deleting Group Permissions 203 Setting Group Membership 204 Searching Groups 205 Creating Group Client Installations 205

How Group Policy is Assigned to PGP Desktop Installers 206

Creating PGP Desktop Installers 207

Managing Devices 211

Managed Devices 212

Adding and Deleting Managed Devices 212

Adding Managed Devices to Groups 213

Managed Device Information 214 Deleting Managed Devices from PGP Universal Server 218 Deleting Managed Devices from Groups 219 WDE Devices (Computers and Disks) 220

WDE Computers 220

WDE Disks 222 Searching for Devices 223

PGP Universal Server Contents

Administering Consumer Policy 225

Understanding Consumer Policy 225 Making Sure Users Create Strong Passphrases 226

Understanding Entropy 226 Using the Windows Preinstallation Environment 227 X.509 Certificate Management in Lotus Notes Environments 227

Trusting Certificates Created by PGP Universal Server 228

Setting the Lotus Notes Key Settings in PGP Universal Server 230

Technical Deployment Information 231 Offline Policy 231 Using a Policy ADK 233 Out of Mail Stream Support 233 Enrolling Users through Silent Enrollment 235

Silent Enrollment with Windows 235

Silent Enrollment with Mac OS X 235 PGP Whole Disk Encryption Administration 235

PGP Whole Disk Encryption on Mac OS X with FileVault 236

How Does Single Sign-On Work? 236

Enabling Single Sign-On 237

Managing Clients Remotely Using a PGP WDE Administrator Active Directory Group 238

Managing Clients Locally Using the PGP WDE Administrator Key 239 Managing Consumer Policies 240

Adding a Consumer Policy 241

Editing a Consumer Policy 241

Deleting a Consumer Policy 242

Setting Policy for Clients 243

Client and PGP Universal Server Version Compatibility 243

Serving PGP Admin 8 Preferences 244 Establishing PGP Desktop Settings for Your PGP Desktop Clients 245

PGP Desktop Feature License Settings 245

Controlling PGP Desktop Components 246 PGP Portable 248 PGP Mobile 248 PGP NetShare 249

How the PGP NetShare Policy Settings Work Together 249

Multi-user environments and managing PGP NetShare 249

Backing Up PGP NetShare-Protected Files 250

Using Directory Synchronization to Manage Consumers

How PGP Universal Server Uses Directory Synchronization 251

Base DN and Bind DN 253

Consumer Matching Rules 254 Understanding User Enrollment Methods 254

vii

251

PGP Universal Server Contents

Before Creating a Client Installer 255

Email Enrollment 256

Directory Enrollment 257 Enabling Directory Synchronization 260 Adding or Editing an LDAP Directory 260

The LDAP Servers Tab 261

The Base Distinguished Name Tab 262

The Consumer Matching Rules Tab 262

Testing the LDAP Connection 263

Using Sample Records to Configure LDAP Settings 263 Deleting an LDAP Directory 263 Setting LDAP Directory Order 264 Directory Synchronization Settings 264

Managing User Accounts

Understanding User Account Types 267 Viewing User Accounts 267 User Management Tasks 267

Setting User Authentication 268

Editing User Attributes 268

Adding Users to Groups 268

Editing User Permissions 269

Deleting Users 269

Searching for Users 270

Viewing User Log Entries 270

Changing Display Names and Usernames 270

Exporting a User’s X.509 Certificate 271

Revoking a User's X.509 Certificate 272

Managing User Keys 272 Managing Internal User Accounts 273

Importing Internal User Keys Manually 273

Creating New Internal User Accounts 274

Exporting PGP Whole Disk Encryption Login Failure Data 274

Internal User Settings 275 Managing External User Accounts 279

Importing External Users 280

Exporting Delivery Receipts 280

External User Settings 281 Managing Verified Directory User Accounts 283

Importing Verified Directory Users 284

PGP Verified Directory User Settings 284

267

Recovering Encrypted Data in an Enterprise Environment

Using Key Reconstruction 287 Recovering Encryption Key Material without Key Reconstruction 288

Encryption Key Recovery of CKM Keys 288

viii

287

PGP Universal Server Contents

Encryption Key Recovery of GKM Keys 288

Encryption Key Recovery of SCKM Keys 289

Encryption Key Recovery of SKM Keys 290 Using an Additional Decryption Key for Data Recovery 290

PGP Universal Satellite 293

Overview 293 Technical Information 294 Distributing the PGP Universal Satellite Software 294 Configuration 295

Deployment Mode 295

Key Mode 295

PGP Universal Satellite Configurations 296

Switching Key Modes 300 Binding 300

Pre-Binding 301

Manual Binding 302 Policy and Key or Certificate Retrieval 303

Retrieving Lost Policies 304

Retrieving Lost Keys or Certificates 305

PGP Universal Satellite for Mac OS X 309

Overview 309 System Requirements 309 Obtaining the Installer 310 Installation 310 Updates 311 Files 311

PGP Universal Satellite for Windows

Overview 313 System Requirements 314 Obtaining the Installer 314 Installation 315 Updates 316 Files 316 MAPI Support 316

External MAPI Configuration 316

Internal MAPI Configuration 317

Using MAPI 318 Lotus Notes Support 319

External Lotus Notes Configuration 319

Internal Lotus Notes Configuration 320

Using Lotus Notes 321

Notes IDs 321

313

PGP Universal Server Contents

Configuring PGP Universal Web Messenger 323

Overview 323

PGP Universal Web Messenger and Clustering 324

External Authentication 325 Customizing PGP Universal Web Messenger 326

Adding a New Template 327

Troubleshooting Customization 331

Changing the Active Template 334

Deleting a Template 334

Editing a Template 334

Downloading Template Files 335

Restoring to Factory Defaults 335 Configuring the PGP Universal Web Messenger Service 335

Starting and Stopping PGP Universal Web Messenger 336

Selecting the PGP Universal Web Messenger Network Interface 336

Setting Up External Authentication 338

Creating Settings for PGP Universal Web Messenger User Accounts 339

Setting Message Replication in a Cluster 340

Configuring the Integrated Keyserver 341

Overview 341 Starting and Stopping the Keyserver Service 341 Configuring the Keyserver Service 342

Configuring the PGP Verified Directory 345

Overview 345 Starting and Stopping the PGP Verified Directory 346 Configuring the PGP Verified Directory 346

Managing the Certificate Revocation List Service

Overview 349 Starting and Stopping the CRL Service 349 Editing CRL Service Settings 350

349

Configuring Universal Services Protocol 351

Starting and Stopping USP 351 Adding USP Interfaces 351

PGP Universal Server Contents

System Graphs 353

Overview 353 CPU Usage 353 Message Activity 354 Whole Disk Encryption 354 Recipient Statistics 355 Recipient Domain Statistics 355

System Logs 357

Overview 357 Filtering the Log View 358 Searching the Log Files 359 Exporting a Log File 359 Enabling External Logging 360

Configuring SNMP Monitoring 361

Overview 361 Starting and Stopping SNMP Monitoring 362 Configuring the SNMP Service 362 Downloading the Custom MIB File 363

Shutting Down and Restarting Services and Power 365

Overview 365 Server Information 365

Setting the Time 365

Updating Software 366

Licensing a PGP Universal Server 366

Downloading the Release Notes 367 Shutting Down and Restarting the PGP Universal Server Software Services 367 Shutting Down and Restarting the PGP Universal Server Hardware 367

Managing Administrator Accounts 369

Overview 369

Administrator Roles 370

Administrator Authentication 370 Creating a New Administrator 371 Importing SSH v2 Keys 372 Deleting Administrators 372 Inspecting and Changing the Settings of an Administrator 373 Configuring RSA SecurID Authentication 374 Resetting SecurID PINs 375

PGP Universal Server Contents

Daily Status Email 376

Protecting PGP Universal Server with Ignition Keys 377

Overview 377

Ignition Keys and Clustering 378 Preparing Hardware Tokens to be Ignition Keys 379 Configuring a Hardware Token Ignition Key 380 Configuring a Soft-Ignition Passphrase Ignition Key 381 Deleting Ignition Keys 381

Backing Up and Restoring System and User Data 383

Overview 383 Creating Backups 383

Scheduling Backups 384

Performing On-Demand Backups 384 Configuring the Backup Location 384 Restoring From a Backup 385

Restoring On-Demand 386

Restoring Configuration 386

Restoring from a Different Version 387

Updating PGP Universal Server Software 389

Overview 389 Inspecting Update Packages 390 Establishing Software Update Settings 390 Checking for New Updates 391 Uploading Update Packages 391 Manually Installing an Update 391

Setting Network Interfaces

Understanding the Network Settings 393 Connecting to a Proxy Server 394 Changing Interface Settings 394 Adding Interface Settings 395 Deleting Interface Settings 395 Editing Global Network Settings 395 Assigning a Certificate 396 Working with Certificates 396

Importing an Existing Certificate 397

Generating a Certificate Request 397

Adding a Pending Certificate 398

Inspecting a Certificate 399

Exporting a Certificate 399

Deleting a Certificate 399

393

xii

PGP Universal Server Contents

Clustering your PGP Universal Servers 401

Overview 401 Clustering and PGP Universal Web Messenger 402 Cluster Status 403 Creating a Cluster 404 Deleting Cluster Members 406 Managing Settings for Cluster Members 406 Changing Network Settings in Clusters 408

Index 409

xiii

Introduction

This Administrator’s Guide describes both the PGP Universal Server ™ and client software. It tells you how to get them up and running on your network, how to configure them, and how to maintain them. This section provides a high-level overview of PGP Universal Server.

What is PGP Universal Server?

PGP Universal Server is a single console for managing the applications that provide email, disk, and network file encryption.

PGP Universal Server with PGP Universal Gateway Email gives you secure messaging: it transparently protects your enterprise messages with little or no user interaction.

The PGP Universal Server also replaces the PGP Keyserver product with a builtin keyserver, and the PGP Admin product with PGP Desktop configuration and deployment capabilities.

PGP Universal Server automatically creates and maintains a Self-Managing Security Architecture (SMSA) by monitoring authenticated users and their email traffic. You can also send protected messages to addresses that are not part of the SMSA. The PGP Universal Server encrypts, decrypts, signs, and verifies messages automatically, providing strong security through policies you control.

PGP Universal Satellite, a client-side feature of PGP Universal Server, extends PGP security for email messages all the way to the computer of the email user, it allows external users to become part of the SMSA, and it gives end users the option to create and manage their keys on their own computer (if allowed by the PGP administrator).

PGP Desktop, a client product, is created and managed through PGP Universal Server policy. It creates PGP keypairs and can manage user keypairs as well as store the public keys of others. It encrypts user email and instant messaging (IM). It can encrypt entire or partial hard drives. It also enables secure file sharing with others over a network.

PGP Universal Server Introduction

PGP Universal Server Product Family

PGP Universal Server functions as a management console for a variety of encryption solutions. You can purchase any of the PGP Desktop applications or bundles and use PGP Universal Server to create and manage client installations. You can also purchase a license that enables PGP Gateway Email to encrypt email in the mailstream.

The PGP Universal Server can manage any combination of PGP encryption applications. PGP encryption applications are:

 PGP Universal Gateway Email provides automatic email encryption in the

gateway, based on centralized mail policy. This product requires administration by the PGP Universal Server.

 PGP Desktop Email provides encryption at the desktop for mail, files, and

AOL Instant Messenger traffic. This product can be managed by the PGP Universal Server.

 PGP Whole Disk Encryption provides encryption at the desktop for an

entire disk. This product can be managed by the PGP Universal Server.

 PGP NetShare provides transparent file encryption and sharing among

desktops. This product can be managed by the PGP Universal Server.

Who Should Read This Guide

This Administrator’s Guide is for the person or persons who implement and maintain your organization’s PGP Universal Server environment. These are the PGP Universal Server administrators.

This guide is also intended for anyone else who wants to learn about how PGP Universal Server works.

Common Criteria Environments

To be Common Criteria compliant, please refer to the best practices shown in PGP Universal Server 2.9 Common Criteria Supplemental. Note that these best practices supersede recommendations made elsewhere in this and other documentation.

PGP Universal Server Introduction

Improvements in this Version of PGP Universal Server

This release of PGP Universal Server introduces the following new and improved features:

General

 Client policy management changes: Internal users, external users, PGP

Verified Directory users, and devices are now called consumers. Consumers are sorted into groups manually, by user type, or by matching consumer attributes to domains, dictionary entries or through LDAP values. Group membership determines which policy consumers receive.

 Expanded directory synchronization: The integrated directory

synchronization feature now connects to multiple LDAP directories. Previous versions of PGP Universal Server could only connect to one corporate directory at a time.

 Managed PGP Mobile: PGP Universal Server now manages client policy

for PGP Mobile installations.

 Operating system change: The new CentOS operating system improves

scalability and reliability, and supports a wider variety of hardware.

 RSA SecurID support for administrator authentication: PGP Universal

Server now supports two-factor authentication using RSA SecurID. This meets strong authentication requirements for environments with higher security needs, and is compatible with existing RSA SecurID deployments.

PGP Keys

 Key Management Server (KMS): The new key management feature

provides new and expanded key management capabilities for PGP products. Key policy changes are now immediately enforced. KMS allows management of asymmetric and symmetric keys. The API and SDK provide key management functionality to non-PGP applications.

 Server Key Mode offline use: The client can now store the SKM private

key, encrypted to a random passphrase, so users can read email offline.

PGP Messaging

 ADK archival output: Administrators can archive end-to-end encrypted

email messages by decrypting the messages on PGP Universal Server using the ADK, and sending the decrypted messages to an archive server. Encrypted email messages are then searchable, making possible compliance with regulatory mandates and requirements for message retention, mail server data management, and legal discovery support.

PGP Universal Server Introduction

 Recursive encoding: Provides an additional layer of protection to email

messages that have been partially protected and to email messages that have been signed. Supports an additional layer of encoding if the initial layer is not complete.

Clustering

 New clustering functionality: Cluster members now interact with each

other as peers, replacing the previous Primary/Secondaries model. Every server in a cluster can serve all types of requests, and any server can initiate persistent changes. The new cluster model also permits up to 20 nodes in a cluster.

Using the PGP Universal Server with the Command Line

Using the PGP Universal Server command line for read-only access (such as to view settings, services, logs, processes, disk space, query the database, etc) is supported. However, performing configuration modifications via the command line voids your PGP Support agreement unless these procedures are followed. Any changes made to the PGP Universal Server via the command line must be:

Symbols

 Authorized in writing by PGP Support.

 Implemented by a PGP Partner, reseller or internal employee who is

certified in the PGP Advanced Administration and Deployment Training.

 Summarized and documented in a text file in /etc/pso on the PGP Universal

Server itself.

Changes made through the command line might not persist through reboots and might be incompatible with future releases. PGP Support can require reverting any custom configurations on the PGP Universal Server back to a default state when troubleshooting new issues.

Notes, Cautions, and Warnings are used in the following ways.

Note: Notes are extra, but important, information. A Note calls your attention

to important aspects of the product. You can use the product better if you read the Notes.

Caution: Cautions indicate the possibility of loss of data or a minor security

breach. A Caution tells you about a situation where problems can occur unless precautions are taken. Pay attention to Cautions.

PGP Universal Server Introduction

Warning: Warnings indicate the possibility of significant data loss or a major

security breach. A Warning means serious problems will occur unless you take the appropriate action. Please take Warnings very seriously.

Getting Assistance

For additional resources, see these sections.

Getting product information

The following documents and online help are companions to the PGP Universal Server Administrator’s Guide. This guide occasionally refers to information that

can be found in one or more of these sources:

 Online help is installed and is available within the PGP Universal Server

product.

 PGP Universal Server Installation Guide—Describes how to install the

PGP Universal Server software.

 PGP Universal Server Upgrade Guide—Describes the process of

upgrading your PGP Universal Server.

 PGP Universal Mail Policy Diagram—Provides a graphical representation

of how email is processed through mail policy. You can access this document via the PGP Universal Server online help.

 Tutorials—Provides animated introductions on how to manage the mail

policy feature in PGP Universal Server 2.5 and later, and how upgraded PGP Universal Server settings migrate into the new mail policy feature.

You can also access all the documentation and tutorials by clicking the online help icon in the upper-right corner of the PGP Universal Server screen.

 PGP Universal Satellite for Windows and Mac OS X include online help.

 PGP Universal Server and PGP Satellite release notes are also provided,

which may have last-minute information not found in the product documentation.

Once PGP Universal Server is released, additional information regarding the product is added to the online Knowledge Base available on PGP Corporation’s Support Portal (

https://support.pgp.com).

PGP Universal Server Introduction

Contact Information

Contacting Technical Support

 To learn about PGP support options and how to contact PGP Technical

Support, please visit the PGP Corporation Support Home Page (

https://support.pgp.com).

 To access the PGP Support Knowledge Base or request PGP Technical

Support, please visit PGP Support Portal Web Site (

https://support.pgp.com). Note that you may access portions of the PGP

Support Knowledge Base without a support agreement; however, you must have a valid support agreement to request Technical Support.

 To access the PGP Support forums, please visit PGP Support

(

http://forum.pgp.com). These are user community support forums hosted

by PGP Corporation.

Contacting Customer Service

 For help with orders, downloads, and licensing, please visit PGP

Corporation Customer Service (

https://pgp.custhelp.com/app/cshome).

Contacting Other Departments

 For any other contacts at PGP Corporation, please visit the PGP Contacts

Page (

http://www.pgp.com/about_pgp_corporation/contact/index.html).

 For general information about PGP Corporation, please visit the PGP Web

Site (

http://www.pgp.com).

The Big Picture

This chapter describes some important terms and concepts and gives you a high-level overview of the things you need to do to set up and maintain your PGP Universal Server environment.

Important Terms

The following sections define important terms you will encounter throughout the PGP Universal Server and this documentation.

PGP Products

 PGP Universal Server: A device you add to your network that provides

secure messaging with little or no user interaction. The PGP Universal Server automatically creates and maintains a security architecture by monitoring authenticated users and their email traffic. You can also send protected messages to addresses that are not part of the security architecture.

 PGP Global Directory: A free, public keyserver hosted by PGP Corporation.

The PGP Global Directory provides quick and easy access to the universe of PGP keys. It uses next-generation keyserver technology that queries the email address on a key (to verify that the owner of the email address wants their key posted) and lets users manage their own keys. Using the PGP Global Directory significantly enhances your chances of finding a valid public key of someone to whom you want to send secured messages.

 PGP Universal Satellite: The PGP Universal Satellite software resides on

the computer of the email user. It allows email to be encrypted end to end, all the way to and from the desktop (for both internal and external users). Using PGP Universal Satellite is one of the ways for external users to participate in the SMSA. It also allows users the option of controlling their keys on their local computers (if allowed by the administrator).

 PGP Desktop: A client software tool that uses cryptography to protect your

data against unauthorized access. PGP Desktop is available for Mac OS X and Windows.

 PGP Whole Disk Encryption: Whole Disk Encryption is a feature of PGP

Desktop that encrypts your entire hard drive or partition (on Windows systems), including your boot record, thus protecting all your files when you are not using them.

PGP Universal Server The Big Picture

 PGP NetShare: A feature of PGP Desktop for Windows with which you can

securely and transparently share files and folders among selected individuals. PGP NetShare users can protect their files and folders simply by placing them within a folder that is designated as protected.

 PGP Virtual Disk: PGP Virtual Disk volumes are a feature of PGP Desktop

that let you use part of your hard drive space as an encrypted virtual disk. You can protect a PGP Virtual Disk volume with a key or a passphrase. You can also create additional users for a volume, so that people you authorize can also access the volume.

 PGP Zip: A feature of PGP Desktop that lets you put any combination of

files and folders into a single encrypted, compressed package for convenient transport or backup. You can encrypt a PGP Zip archive to a PGP key or to a passphrase.

 PGP Universal Web Messenger: The PGP Universal Web Messenger

service allows an external user to securely read a message from an internal user before the external user has a relationship with the SMSA. If PGP Universal Web Messenger is available via mail policy for a user and the recipient’s key cannot be found, the message is stored on the PGP Universal Server and an unprotected message is sent to the recipient. The unprotected message includes a link to the original message, held on the PGP Universal Server. The recipient must create a passphrase, and then can access his encrypted messages stored on PGP Universal Server.

 PDF Messenger: PDF Messenger enables sending encrypted PDF

messages to external users who do not have a relationship with the SMSA. In the normal mode, as with PGP Universal Web Messenger, the user receives a message with a link to the encrypted message location and uses a PGP Universal Web Messenger passphrase to access the message. PDF Messenger also provides Certified Delivery, which encrypts the message to a one-time passphrase, and creates and logs a delivery receipt when the user retrieves the passphrase.

PGP Universal Server Concepts

 keys.<domain> convention: PGP Universal Server automatically looks for

valid public keys for email recipients at a special hostname, if no valid public key is found locally to secure a message. This hostname is keys.<domain> (where <domain> is the email domain of the recipient). For example, Example Corporation’s externally visible PGP Universal Server is named keys.example.com.

PGP Corporation strongly recommends you name your externally visible PGP Universal Server according to this convention because it allows other PGP Universal Servers to easily find valid public keys for email recipients in your domain.

For more information, see Naming your PGP Universal Server (on page

37).

PGP Universal Server The Big Picture

 Security Architecture: Behind the scenes, the PGP Universal Server

creates and manages its own security architecture for the users whose email domain it is securing. Because the security architecture is created and managed automatically, we call this a self-managing security architecture (SMSA).

PGP Universal Server Features

 Administrative Interface: Each PGP Universal Server is controlled via a

Web-based administrative interface. The administrative interface gives you control over PGP Universal Server. While many settings are initially established using the web-based Setup Assistant, all settings of a PGP Universal Server can be controlled via the administrative interface.

 Backup and Restore: Because full backups of the data stored on your PGP

Universal Server are critical in a natural disaster or other unanticipated loss of data or hardware, you can schedule automatic backups of your PGP Universal Server data or manually perform a backup.

You can fully restore a PGP Universal Server from a backup. In the event of a minor problem, you can restore the PGP Universal Server to any saved backup. In the event that a PGP Universal Server is no longer usable, you can restore its data from a backup onto a new PGP Universal Server during initial setup of the new PGP Universal Server using the Setup Assistant. All backups are encrypted to the Organization Key and can be stored securely off the PGP Universal Server.

 Cluster: When you have two or more PGP Universal Servers in your

network, you configure them to synchronize with each other; this is called a “cluster.”

 Dictionary: Dictionaries are lists of terms to be matched. The dictionaries

work with mail policy to allow you to define content lists that can trigger rules.

 Directory Synchronization: If you have LDAP directories in your

organization, your PGP Universal Server can be synchronized with the directories. The PGP Universal Server automatically imports user information from the directories when users send and receive email; it also creates internal user accounts for them, including adding and using X.509 certificates if they are contained in the LDAP directories.

 Ignition Keys: You can protect the contents of a PGP Universal Server,

even if the hardware is stolen, by requiring the use of a hardware token or a software passphrase, or both, on start.

 Keyserver: Each PGP Universal Server includes an integrated keyserver

populated with the public keys of your internal users. When an external user sends a message to an internal user, the external PGP Universal Server goes to the keyserver to find the public key of the recipient to use to secure the message. The PGP Universal Server administrator can enable or disable the service, and control access to it via the administrative interface.

PGP Universal Server The Big Picture

 Learn Mode: When you finish configuring a PGP Universal Server using the

Setup Assistant, it begins in Learn Mode, where the PGP Universal Server sends messages through mail policy without taking any action on the messages, and does not encrypt or sign any messages.

Learn Mode gives the PGP Universal Server a chance to build its SMSA (creating keys for authenticated users, for example) so that when when Learn Mode is turned off, the PGP Universal Server can immediately begin securing messages. It is also an excellent way for administrators to learn about the product.

You should check the logs of the PGP Universal Server while it is in Learn Mode to see what it would be doing to email traffic if it were live on your network. You can make changes to the PGP Universal Server’s policies while it is in Learn Mode until things are working as expected.

 Mail Policy: The PGP Universal Server processes email messages based

on the policies you establish. Mail policy applies to inbound and outbound email for both PGP Universal Server traffic and email processed by PGP client software. Mail policy consists of multiple policy chains, comprised of sequential mail processing rules.

 Organization Certificate: You must create or obtain an Organization

Certificate to enable S/MIME support by PGP Universal Server. The Organization Certificate signs all X.509 certificates the server creates.

 Organization Key: The Setup Assistant automatically creates an

Organization Key (actually a keypair) when it configures a PGP Universal Server. The Organization Key is used to sign all PGP keys the PGP Universal Server creates and to encrypt PGP Universal Server backups.

Caution: It is extremely important to back up your Organization Key: all

keys the PGP Universal Server creates are signed by the Organization Key, and all backups are encrypted to the Organization Key. If you lose your Organization Key and have not backed it up, the signatures on those keys are meaningless and you cannot restore from backups encrypted to the Organization Key.

 PGP Verified Directory: The PGP Verified Directory supplements the

internal keyserver by letting internal and external users manage the publishing of their own public keys. The PGP Verified Directory also serves as a replacement for the PGP Keyserver product. The PGP Verified Directory uses next-generation keyserver technology to ensure that the keys in the directory can be trusted.

 Server Placement: A PGP Universal Server can be placed in one of two

locations in your network to process email.

With an internal placement, the PGP Universal Server logically sits between your email users and your mail server. It encrypts and signs outgoing SMTP email and decrypts and verifies incoming mail being picked up by email clients using POP or IMAP. Email stored on your mail server is stored secured (encrypted).

PGP Universal Server The Big Picture

With a gateway placement, the PGP Universal Server logically sits between your mail server and the Internet. It encrypts and signs outgoing SMTP email and decrypts and verifies incoming SMTP email. Email stored on your mail server is stored unsecured.

For more information, see Configuring Mail Proxies (on page PGP Universal Server Installation Guide.

 Setup Assistant: When you attempt to log in for the first time to the

administrative interface of a PGP Universal Server, the Setup Assistant takes you through the configuration of that PGP Universal Server.

PGP Universal Server User Types

 Administrators: Any user who manages the PGP Universal Server and its

security configuration from inside the internal network.

Only administrators are allowed to access the administrative interface that controls PGP Universal Server. A PGP Universal Server supports multiple administrators, each of which can be assigned a different authority: from read-only access to full control over every feature and function.

 Consumers: Internal, external, and Verified Directory users, and devices.

 External Users: External users are email users from other domains

(domains not being managed by your PGP Universal Server) who have been added to the SMSA.

 Internal Users: Internal users are email users from the domains being

managed by your PGP Universal Server.

171) and the

PGP Universal Server allows you to manage PGP Desktop deployments to your internal users. The administrator can control which PGP Desktop features are automatically implemented at install, and establish and update mail security policy for PGP Desktop users that those users cannot override (except on the side of being more secure).

 PGP Verified Directory Users: Internal and external users who have

submitted their public keys to the PGP Verified Directory, a Webaccessible keyserver.

 Devices: Managed devices, WDE computers, and WDE disks.

Managed devices are arbitrary objects whose keys are managed by PGP Universal Server. WDE computers, and WDE disks are devices that are detected when users enroll.

 Other Email Users: Users within your organization can securely send email

to recipients outside the SMSA.

First, the PGP Universal Server attempts to find a key for the recipient. If that fails, there are four fallback options, all controlled by mail policy: bounce the message back to the sender (so it is not sent unencrypted), send unencrypted, Smart Trailer, and PGP Universal Web Messenger mail.

PGP Universal Server The Big Picture

Smart Trailer sends the message unencrypted and adds text giving the recipient the option of joining the SMSA by installing PGP Universal Satellite, using an existing key or certificate, or using PGP Universal Web Messenger. PGP Universal Web Messenger lets the recipient securely read the message on a secure website; it also gives the recipient options for handling subsequent messages from the same domain: read the messages on a secure website using a passphrase they establish, install PGP Universal Satellite, or add an existing key or certificate to the SMSA.

Installation Overview

The following steps are a broad overview of what it takes to plan, set up, and maintain your PGP Universal Server environment.

Most of the steps described here are described in detail in later chapters. Steps 1 and 4 are described in the PGP Universal Server Installation Guide. Note that these steps apply to the installation of a new, stand-alone PGP Universal Server.

If you plan to install a cluster, you must install and configure one PGP Universal Server following the steps outlined here. Subsequent cluster members will get most of their configuration settings from the initial server by replication.

The steps to install and configure a PGP Universal Server are as follows:

1 Plan where in your network you want to locate your PGP Universal

Server(s).

Where you put PGP Universal Servers in your network, how many PGP Universal Servers you have in your network, and other factors all have a major impact on how you add them to your existing network.

Create a diagram of your network that includes all network components and shows how email flows; this diagram details how adding a PGP Universal Server impacts your network.

For more information on planning how to add PGP Universal Servers to your existing network, see Adding the PGP Universal Server to Your Network in the PGP Universal Server Installation Guide.

2 Perform necessary DNS changes.

Add IP addresses for your PGP Universal Servers, an alias to your keyserver, update the MX record if necessary, add keys.<domain>, hostnames of potential Secondary servers for a cluster, and so on.

Properly configured DNS settings (including root servers and appropriate reverse lookup records) are required to support PGP Universal Server. Make sure both host and pointer records are correct. IP addresses must be resolvable to hostnames, as well as hostnames resolvable to IP addresses.

3 Prepare a hardware token Ignition Key.

PGP Universal Server The Big Picture

If you want to add a hardware token Ignition Key during setup, install the drivers and configure the token before you begin the PGP Universal Server setup process. See Protecting PGP Universal Server with Ignition Keys (on

377) for information on how to prepare a hardware token Ignition Key.

page

Note: In a cluster, the Ignition Key configured on the first PGP Universal

Server in the cluster will also apply to the subsequent members of the cluster.

4 Install and configure this PGP Universal Server.

The Setup Assistant runs automatically when you first access the administrative interface for the PGP Universal Server. The Setup Assistant is where you can set or confirm a number of basic settings such as your network settings, administrator password, server placement option, mail server address and so on. The details of this process are described in Setting Up the PGP Universal Server in the PGP Universal Server Installation Guide.

Note: If you plan to configure multiple servers as a cluster, you must

configure one server first in the normal manner, then add the additional servers as cluster members. You can do this through the Setup Assistant when you install a server that will join an existing cluster, or you can do this through the PGP Universal Server administrative interface. For more information see Cluster Member Configuration in the PGP Universal Server Installation Guide.

5 License your server.

You cannot take a PGP Universal Server out of Learn Mode or install updates until the product is licensed. Once it is licensed, you should check for product updates and install them if found. For more information, see Licensing Your Software (on page

51).

If you want the PGP Universal Server to provide mail proxy services, you must have a PGP Universal Server license with the mailstream feature enabled. For more information, see Licensing Your Software (on page

51).

6 If you have a PGP key you want to use as your Organization Key with

PGP Universal Server, import it, then back it up.

Your Organization Key does two important things: it is used to sign all user keys the PGP Universal Server creates and it is used to encrypt PGP Universal Server backups. This key represents the identity of your organization, and is the root of the Web-of-Trust for your users.

If your organization uses PGP Desktop and already has an Corporate Key or Organization Key, and you want to use that key with PGP Universal Server, you should import it as soon as you have configured your server, then create a backup of the key.

If your organization does not have an existing key that you want to use as your Organization Key, use the Organization Key the Setup Assistant automatically creates with default values. For more information, see Managing Organization Keys (on page

67).

PGP Universal Server The Big Picture

No matter which key you use as your Organization Key, it is very important to make a backup of the key. Since PGP Universal Server’s built-in back-up feature always encrypts backups to this key, you need to provide a copy of your Organization Key to restore your data.

For more information, see Organization Certificate (on page

70).

7 If you have a PGP Additional Decryption Key (ADK) that you want to

use with PGP Universal Server, add it.

An ADK is a way to recover an email message if the recipient is unable or unwilling to do so; every message that is also encrypted to the ADK can be opened by the holder(s) of the ADK. You cannot create an ADK with the PGP Universal Server, but if you have an existing PGP ADK (generated by PGP Desktop, an ideal scenario for a split key; refer to the PGP Desktop User’s Guide for more information), you can add it to your PGP Universal Server and use it. For more information, see Additional Decryption Key (ADK) (on page

73).

8 Create a SSL/TLS certificate or obtain a valid SSL/TLS certificate.

You can create a self-signed certificate for use with SSL/TLS traffic. Because this certificate is self-signed, however, it might not be trusted by email or Web browser clients. PGP Corporation recommends that you obtain a valid SSL/TLS certificate for each of your PGP Universal Servers from a reputable Certificate Authority.

This is especially important for PGP Universal Servers that are accessed publicly. Older Web browsers might reject self-signed certificates or not know how to handle them correctly when they encounter them via PGP Universal Web Messenger or Smart Trailer.

For more information, see Working with Certificates (on page

396).

9 Configure the Directory Synchronization feature if you want to

synchronize an LDAP directory with your PGP Universal Server.

Using the Directory Synchronization feature gives you more control over who is included in your SMSA, if you have an existing LDAP server.

By default, user enrollment is set to Email enrollment. If you elect to use LDAP directory enrollment, it assumes that you have an LDAP directory configured. You can change the client enrollment setting for Directory Synchronization from the Directory Synchronization Settings page in the PGP Universal Server administrative interface. You must have an LDAP directory configured and Directory Synchronization enabled for LDAP user enrollment to work.

For more information, see Using Directory Synchronization to Manage Users (on page

251).

10 Add trusted keys, configure consumer policy, and establish mail

policy.

PGP Universal Server The Big Picture

All these settings are important for secure operation of PGP Universal Server. For more information on adding trusted keys from outside the SMSA, see Managing Trusted Keys and Certificates (on page

95). For more

information about consumer policy settings, see Administering Consumer

Policy (on page Mail Policy (on page

225). For information on setting up mail policy, see Setting

99).

Note: When setting policy for Consumers, PGP Universal Server provides

an option called Out of Mail Stream (OOMS) support. OOMS specifies how the email gets transmitted from the client to the server when Protector for Mail Encryption Client cannot find a key for the recipient and therefore cannot encrypt the message.

OOMS is disabled by default. With OOMS disabled, sensitive messages that can't be encrypted locally are sent to PGP Universal Server "in the mail stream" like normal email. Importantly, this email is sent in the clear (unencrypted). Mail or Network administrators could read these messages by accessing the mail server's storage or monitoring network traffic. However, archiving solutions, outbound anti-virus filters, or other systems which monitor or proxy mail traffic will process these messages normally.

You can elect to enable OOMS, which means that sensitive messages that can't be encrypted locally are sent to PGP Universal Server "out of the mail stream." Protector for Mail Encryption Client creates a separate, encrypted network connection to the PGP Universal Server to transmit the message. However, archiving solutions, outbound anti-virus filters, or other systems which monitor or proxy mail traffic will not see these messages.

During your configuration of your PGP Universal Server you should determine the appropriate settings for your requirements. This option can be set separately for each policy group, and is set through the Consumer Policy settings. For more details on the effects of enabling or disabling OOMS, see Out of Mail Stream Support.

11 Install and configure additional cluster server members.

You can do this through the Setup Assistant when you install a server that will join an existing cluster, or you can do this through the PGP Universal Server administrative interface. Remember that you must configure one server in the normal manner before you can add and configure additional servers as cluster members. For more information, see Clustering your PGP Universal Servers (on page

401).

12 Reconfigure the settings of your email clients and servers, if

necessary.

PGP Universal Server The Big Picture

Depending on how you are adding the PGP Universal Server to your network, some setting changes might be necessary. For example, if you are using a PGP Universal Server placed internally, the email clients must have SMTP authentication turned on. For PGP Universal Servers placed externally, you must configure your mail server to relay SMTP traffic to the PGP Universal Server.

13 Enable SNMP Polling and Traps.

You can configure PGP Universal Server to allow network management applications to monitor system information for the device on which PGP Universal Server is installed and to send system and application information to an external destination. See Configuring SNMP Monitoring (on page for more information.

14 Distribute PGP Universal Satellite and/or PGP Desktop to your internal

users, if appropriate.

If you want to provide seamless, end-to-end PGP message security without the need for any user training, have them use PGP Universal Satellite. Exchange/MAPI and Lotus Notes environments also require the use of PGP Universal Satellite. PGP Desktop provides more features and user control than PGP Universal Satellite. For more information, see PGP Universal Satellite and Configuring PGP Desktop Installations.

361)

15 Analyze the data from Learn Mode.

In Learn Mode, your PGP Universal Server sends messages through mail policy without actually taking action on the messages, decrypts and verifies incoming messages when possible, and dynamically creates a SMSA. You can see what the PGP Universal Server would have done without Learn Mode by monitoring the system logs.

Learn Mode lets you become familiar with how the PGP Universal Server operates and it lets you see the effects of the policy settings you have established before the PGP Universal Server actually goes live on your network. Naturally, you can fine tune settings while in Learn Mode, so that the PGP Universal Server is operating just how you want before you go live.

For more information, see Operating in Learn Mode (on page

53).

16 Adjust policies as necessary.

It might take a few tries to get everything working just the way you want. For example, you might need to revise your mail policy.

17 Perform backups of all PGP Universal Servers before you take them

out of Learn Mode.

This gives you a baseline backup in case you need to return to a clean installation. For more information, see Backing Up and Restoring System and User Data (on page

383).

18 Take your PGP Universal Servers out of Learn Mode.

PGP Universal Server The Big Picture

Once this is done, email messages are encrypted, signed, and decrypted/verified, according to the relevant policy rules. Make sure you have licensed each of your PGP Universal Servers; you cannot take a PGP Universal Server out of Learn Mode until it has been licensed.

19 Monitor the system logs to make sure your PGP Universal Server

environment is operating as expected.

Open Ports

This chapter lists and describes the ports a PGP Universal Server has open and on which it is listening.

TCP Ports

Port Protocol/Service Comment

110

FTP (File Transfer Protocol)

Open SSH (Secure Shell)

SMTP (Simple Mail Transfer Protocol)

HTTP (HyperText Transfer Protocol)

POP (Post Office Protocol)

Used for transmitting encrypted backup archives to other servers. Data is sent via passive FTP, so port 20 (FTP Data) is not used.

Used for remote shell access to the server for low-level system administration.

Used for sending mail. With a gateway placement, the PGP Universal Server listens on port 25 for both incoming and outgoing SMTP traffic

Used to allow user access to the PGP Verified Directory. If the Verified Directory is not enabled, access on this port is automatically redirected to port 443 over HTTPS.

Used for retrieving mail by users with POP accounts with internal placements only. Closed for gateway placements.

143

389

IMAP (Internet Message Access Protocol)

LDAP (Lightweight Directory Access Protocol)

Used for retrieving mail by users with IMAP accounts with internal placements only. Closed for gateway placements.

Used to allow remote hosts to look up public keys of local users.

PGP Universal Server Open Ports

Port Protocol/Service Comment

443

444

465

636

993

HTTPS (HyperText Transfer Protocol, Secure)

SOAPS (Simple Object Access Protocol, Secure)

SMTPS (Simple Mail Transfer Protocol, Secure)

LDAPS (Lightweight Directory Access Protocol, Secure)

IMAPS (Internet Message Access Protocol, Secure)

Used for PGP Desktop and PGP Universal Satellite policy distribution and PGP Universal Web Messenger access.

Used for clustering replication messages.

Used for sending mail securely with internal placements only. Closed for gateway placements. This is a non-standard port used only by legacy mail servers. We recommend not using this port, and instead always using STARTTLS on port 25.

Used to securely allow remote hosts to look up public keys of local users.

Used for retrieving mail securely by users with IMAP accounts with internal placements only. Closed for gateway placements.

995

9000

POPS (Post Office Protocol, Secure)

HTTPS (HyperText Transfer Protocol, Secure)

Used for retrieving mail securely by users with POP accounts with internal placements only. Closed for gateway placements.

Used to allow access to the PGP Universal Server administrative interface.

PGP Universal Server Open Ports

UDP Ports

Port Protocol/Service Comment

123

161

NTP (Network Time Protocol)

SNMP (Simple Network Management Protocol)

Used to synchronize the system’s clock with a reference time source on a different server.

Used by network management applications to query the health and activities of PGP Universal Server software and the computer on which it is installed.

Naming your PGP

Universal Server

This section describes how and why to name your PGP Universal Server using the keys.<domain> convention.

Considering a Name for Your PGP Universal Server

Unless a valid public key is found locally, PGP Universal Servers automatically look for valid public keys for email recipients by attempting to contact a keyserver at a a special hostname, keys.<domain>, where <domain> is the email domain of the recipient.

For example, an internal user at example.com is sending email to

susanjones@widgetcorp.com.” If no valid public key for Susan is found on the

“ Example Corp. PGP Universal Server (keys would be found locally if they are cached, or if Susan was an external user who explicitly supplied her key via the PGP Universal Web Messenger service), it automatically looks for a valid public key for Susan at keys.widgetcorp.com, even if there is no domain policy for widgetcorp.com on Example’s PGP Universal Server.

Naturally, the Example Corp. PGP Universal Server can only find a valid public key for “ PGP Universal Server is named using the keys.<domain> convention.

susan@widgetcorp.com” at keys.widgetcorp.com if the Widgetcorp

Caution: PGP Corporation strongly recommends you name your PGP

Universal Server according to this convention, because doing so allows other PGP Universal Servers to easily find valid public keys for email recipients in your domain. Make sure to name your externally visible PGP Universal Server using this convention.

If your organization uses email addresses such as “mingp@example.com” as well as “ to be reachable at both keys.example.com and keys.corp.example.com.

If you have multiple PGP Universal Servers in a cluster managing an email domain, only one of those PGP Universal Servers needs to use the keys.<domain> convention.

Note: Keys that are found using the keys.<domain> convention are treated as

valid and trusted by default.

mingp@corp.example.com,” then you need your PGP Universal Server

PGP Universal Server Naming your PGP Universal Server

Alternately, keys.<domain> should be the address of a load-balancing device which then distributes connections to your PGP Universal Server’s keyserver service. The ports that would need to be load-balanced are the ones on which you are running your keyserver service (typically port 389 for LDAP and 636 for LDAPS).

Another acceptable naming convention would be to name your PGP Universal Server according to the required naming convention your company uses, and make sure the server has a DNS alias of keys.<domain>.com.

If you are administering multiple email domains, you should establish the keys.<domain> convention for each email domain.

If your PGP Universal Server is behind your corporate firewall (as it should be), you need to make sure that ports 389 (LDAP) and 636 (LDAPS) are open to support the keys.<domain> convention.

Methods for Naming a PGP Universal Server

There are three ways to name your PGP Universal Server to support the keys.<domain> convention:

 Name your PGP Universal Server “keys.<domain>” on the Host Name

field of the Network Setup page in the Setup Assistant.

 Change the Host Name of your PGP Universal Server to keys.<domain>

using the administrative interface on the Network Settings section of the

System > Network page.

 Create a DNS alias to your PGP Universal Server that uses the

keys.<domain> convention that is appropriate for your DNS server configuration.

Understanding the

Administrative Interface

This section describes the PGP Universal Server’s Web-based administrative interface.

System Requirements

The PGP Universal Server administrative interface has been fully tested with the following Web browsers:

 Windows 2000 Professional and Advanced Server: Mozilla Firefox 3.0,

Internet Explorer 6.0, Internet Explorer 7.0

 Windows XP Professional and Pro x64: Mozilla Firefox 3.0, Internet Explorer

6.0, Internet Explorer 7.0

 Windows Vista: Mozilla Firefox 3.0, Internet Explorer 7.0

 Mac OS X 10.4: Mozilla Firefox 3.0, Safari 2.0

 Mac OS X 10.5: Mozilla Firefox 3.0, Safari 3.1

While you might find that the administrative interface works with other Web browsers, we recommend these browsers for maximum compatibility.

Logging In

A login name and passphrase for the administrative interface were originally established when you configured the server using the Setup Assistant. In addition, the original administrator may have created additional administrators, and may have configured your PGP Universal Server to accept RSA SecurID authentication.

 To log in to your server’s administrative interface

1 In a Web browser, type https://<domain name of server>:9000/ and

press Enter.

Note: If you see a Security Alert dialog box relating to the security

certificate, it means you need to replace the self-signed certificate created automatically with a certificate from a public Certificate Authority.

The Login page appears.

PGP Universal Server Understanding the Administrative Interface

2 Type the current login name in the Username field.

3 Type the current passphrase or SecurID passcode in the Passphrase field.

(If SecurID authentication is enabled, a message below the Passphrase field will indicate that a SecurID passcode can be entered. A given administrator is configured to use either passphrase or SecurID authentication, not both.)

4 Click the Login button or press Enter.

5 If the login credentials are accepted, the System Overview page appears.

6 If the login credentials do not match, an error is displayed. For passphrase

authentication that fails, an "Invalid Login" error appears. For SecurID authentication, different events may occur. See the following procedure for more information.

 To log in using RSA SecurID authentication

1 Follow steps 1-4 in the procedure above. If your SecurID passcode is

accepted, and no PIN reset is required, the System Overview page appears.

Note: If PGP Universal Server fails to connect with any RSA Manager

server, you will be presented with the standard "Invalid Login" message. The connection failure will be logged in the PGP Universal Server Administration log, enabling you to determine whether this was the cause of the login failure.

2 If the RSA server policy determines that a PIN reset is required, upon

successful login the PIN Reset dialog appears. Depending on the RSA server policy, you may be able to have the RSA server generate a new PIN for you, or enter a new PIN manually. When this is done, the System Overview page appears. For more details see Resetting SecurID PINs (on

375).

page

3 If the RSA server detects a problem with the token code portion of your

passcode, you are asked to re-enter your PIN plus the next code shown on your SecurID token. Type your PIN and the next token code that appears, then click Login or press Enter.

4 Based on your RSA server policy, you may be given several chances to

authenticate successfully using the next token code. However, eventually continued failures will result in a failed login.

Note: Log in events are logged in the PGP Universal Server Administration

log. Successful and failed attempts, and next tokencode requests are logged, as are problems connecting to the RSA Manager servers.

PGP Universal Server Understanding the Administrative Interface

The System Overview Page

The System Overview page is the first page you see when you log in to PGP Universal Server. You can also view it from Reporting > Overview.

The page provides a general report of system information and statistics. The information displayed includes:

 System alerts, including licensing issues and PGP Whole Disk Encryption

 System Graphs for CPU usage, message activity, and Whole Disk

Encryption. Click the buttons to switch the graphs. Click the System

Graphs heading to go to the Reporting > Graphs page. See System

Graphs (on page

 Services information, including which services are running or stopped.

 Depending on the service, the entry may also include the number of

users or keys handled by the service.

353) for more information about system graphs.

 Click the service name link to go to the administrative page for that

service.

 For a running Web Messenger service, click the URL to go to the Web

Messenger interface.

 For a running Verified Directory service, click the URL to go to the

Verified Directory interface to search for a key, upload your own public key, or remove your key from the searchable directory.

 System Statistics, including software version number, system uptime,

total messages processed, and number of PGP Portable Disks created. Click the Statistics link to go to the System > General Settings page.

 Mail Queue statistics show the number of email messages in the queue

waiting to be processed, if applicable, and the size of the mail queue. Click the Mail Queue link to go to the Mail > Mail Queue status page for detailed information about the contents of the mail queue. Estimated Policy Group Membership shows the number of members in each consumer policy group. Click a policy group name to go to the page for configuring that policy group.

 Clustering provides status information about the cluster configuration, if

this PGP Universal Server is a member of a cluster. This display shows, for each cluster member, its hostname or IP address, its status, its location (Internal or DMZ) and a login icon (except for the member on which you are currently logged in). Click the Clustering heading to go to the System >

Clustering page. This display does not appear if your PGP Universal Server

is not a member of a cluster.

Click Refresh (at the top of the System Overview page) to refresh the information shown on this page.

PGP Universal Server Understanding the Administrative Interface

The Manage Alerts button takes you to the Alerts page where you can configure how you want to be notified about WDE login failures. For more details, see Managing Alerts (on page

The Export Data button lets you export statistics for WDE Activity, WDE Login Failures, PDF Messenger Certified Delivery Receipts, and the Mail Policy Print View (which provides in a printable format all your mail policy chains and rules).

42).

Managing Alerts

The PGP Universal Server groups failed login attempts into reported login failures. This feature is intended to make reporting about failed login attempts more useful, because one or several failed login attempts by a PGP Whole Disk Encryption user does not necessarily mean an attempted break-in. Use the

Alerts dialog box to choose how many failed login attempts constitutes a login

failure. For example, you can specify that an alert should be triggered after 3 failed login attempts. If 6 failed attempts occur, 2 login failure alerts appear.

Alerts about PGP Whole Disk Encryption login failures appear on the System

Overview page and in the Daily Status Email. Alerts for devices belonging to

specific users appear on the user's Internal Users dialog box.

Alerts are also sent when a user is locked out of a system because he or she exceeded the number of allowable login failures set on the Disk Encryption tab of Consumer Policy.

 To specify how you want to be notified of PGP Whole Disk Encryption

1 From the System Overview page, click Manage Alerts.

The Alerts dialog box appears.

2 Specify how many consecutive failed login attempts a single device must

report before the administrator is notified.

3 Choose how long you want login failure alerts to be displayed on the

System Overview page, the Daily Status Email, and the Internal Users

page, in hours or days.

4 Specify how long you want to keep login failure records in the database, in

days.

PGP Universal Server Understanding the Administrative Interface

Logging In For the First Time

The first time you log in to the PGP Universal Server, a welcome dialog box appears. The welcome dialog box provides access to tutorials and documentation. You can choose to have the welcome dialog box appear every time you log in.

 What’s New—Lists the new features in PGP Universal Server 3.0.

 Mail Policy Diagram—Provides a graphical representation of how email is

processed through mail policy.

 PGP Universal Upgrade Guide—Provides instructions on how to migrate

PGP Keyserver data, how to upgrade your PGP Universal Server, and how version 2.0.6 settings migrate into the mail policy environment.

 Tutorials—Provides animated introductions on how to manage the new

mail policy feature in PGP Universal Server, and how upgraded PGP Universal Server settings migrate into the new mail policy feature.

You can also access all the documentation and tutorials by clicking the online help icon in the upper right corner of the PGP Universal Server page.

Administrative Interface Map

The administrative interface is organized as follows:

Sections

Reporting

Consumers

Keys

Pages

Overview

Graphs

Logs

Groups

Users

Devices

Consumer Policy

Managed Domains

Directory Synchronization

Managed Keys

Trusted Keys

Organization Keys

PGP Universal Server Understanding the Administrative Interface

Ignition Keys

Keyservers

Key Cache

Mail

Services

System

Mail Policy

Dictionaries

Archive Servers

Proxies

Mail Queue

Mail Routes

Message Templates

Web Messenger

Keyserver

SNMP

Verified Directory

Certificate Revocation

USP

General Settings

Administrators

Backups

Updates

Network

Clustering

PGP Universal Server Understanding the Administrative Interface

Icons

The administrative interface uses the following icons.

Type

Actions

Icon Description

Add

Remove

Connect

Delete

Clear Search

Install/Export

Reinstall/Regenerate

Restore

Revoke

Forward

Back

First

Last

Move priority up

Move priority down

Closed Action

PGP Universal Server Understanding the Administrative Interface

Type Icon Description

Opened Action

Help

Update software

Users

Internal user

Administrative user

Excluded user

Internal user, revoked

Expired internal user

External user, revoked

External user

External user, pending

Expired external user

Directory user

Keys and Certificates

Expired directory user

Directory user, pending

Key

Key, expired

PGP Universal Server Understanding the Administrative Interface

Type Icon Description

Key, revoked

Key reconstruction

Whole Disk Recovery Token

Keypair

Keypair, expired

Keypair, revoked

Certificate

Mail Policy

Expired certificate

Revoked certificate

Expired certificate pair

Certificate pair

Revoked certificate pair

ADK (Additional Decryption Key)

Organization Key

Verified Directory Key

Default policy chain

Policy chain

Policy rule

PGP Universal Server Understanding the Administrative Interface

Type Icon Description

Dictionary term

Excluded address

User Policy

Web Messenger

Backup

Pending excluded address

Keyserver

Default keyserver

Default policy

Excluded policy

Default template

Customized template

Broken template

Backup successful

Update

Clustering

Backup pending

Backup failed

Successful install

Update ready to be installed

Failed install

Cluster

PGP Universal Server Understanding the Administrative Interface

Type Icon Description

Active cluster

Inactive cluster

Logs

Miscellaneous

Info

Notice

Warning

Error

Domain

Mail proxy (SMTP, POP, IMAP)

Inbound mailserver

Outbound mailserver

SMTP server

Mail route

Network interface

Learn mode

Access control enabled

Overview

Licensing Your Software

This section describes how to license your PGP Universal Server.

Your PGP Universal Server must have a valid license to be taken out of Learn Mode. In other words, without a valid license, your PGP Universal Server will never encrypt or sign any email messages.

If you licensed your PGP Universal Server using the Setup Assistant, you do not have to license it again. If you did not, then you can license it at any time afterwards using the administrative interface.

The email proxying feature available on the PGP Universal Server can only be used if you have the Gateway Email license.

The PGP Universal Server can provide security for email messaging by inserting itself into the flow of email traffic in your network, intercepting, or proxying, that traffic, and processing it (encrypt, sign, decrypt, verify) based on the applicable policies.

Manual and Automatic Licensing

When you type your license number, the PGP Universal Server contacts an authorization server to automatically authorize the license number. If your PGP Universal Server does not have an active connection to the Internet, you must contact PGP Support to acquire a manual authorization block.

Caution: The PGP Universal Server must not be behind a proxy server, unless

it is a transparent proxy, to receive licensing information automatically. If the PGP Universal Server is behind a proxy server, use manual license authorization.

Licensing a PGP Universal Server

For instructions, see Licensing a PGP Universal Server (on page 366).

PGP Universal Server Licensing Your Software

Licensing the Mail Proxy Feature

You must have a PGP Universal Gateway Email license or you cannot use the Mail Proxies feature on the administrative interface. For information about the Mail Proxies feature, see Configuring Mail Proxies (on page

171).

Operating in Learn Mode

When you finish configuring a PGP Universal Server using the Setup Assistant, it begins running in Learn Mode.

In Learn Mode, messages are processed through mail policy, but none of the actions from the policy are performed. Messages are neither encrypted nor signed. This functions as a rehearsal, so that you can learn how policies would affect email traffic if implemented. While running in Learn Mode, the PGP Universal Server also creates keys for authenticated users so that when Learn Mode is turned off, the server can secure messages immediately.

After messages go through mail policy, PGP Universal Server decrypts and verifies incoming messages for which there are local internal or external user keys. Outgoing messages are sent unencrypted. In Learn Mode, non-RFC compliant email is sent unprocessed and in the clear. Turn Learn Mode off to process messages through the mail policy exception chain.

In Learn Mode, the PGP Universal Server:

 Creates user accounts with user keys, in accordance with Consumer Policy.

 Decrypts messages using internal and external keys stored on the server,

but does not search for keys externally.

 Does not encrypt or sign messages.

 Will not apply mail policy to messages, and will not take any Key Not Found

action on messages.

Note: Your PGP Universal Server must be licensed before you can take it out

of Learn Mode.

Purpose of Learn Mode

Learn Mode allows you to:

 View (by examining the logs) how policies would affect email traffic if

implemented.

 Build the SMSA (creating keys for authenticated users, for example) so that

when the server goes live—when Learn Mode is turned off—the server can secure messages immediately.

 Identify mailing lists your users send messages to and add their addresses

to the dictionaries of Excluded Email Addresses. Most likely, users won't send encrypted messages to a mailing list.

PGP Universal Server Operating in Learn Mode

PGP Universal Server decrypts and verifies incoming email while operating in Learn Mode.

PGP Universal Server still automatically detects mailing lists when Learn Mode is off, but unless the addresses were retrieved via the Directory Synchronization feature, they require approval from the PGP Universal Server administrator to be added to the list of excluded email addresses. For more information, see Using Dictionaries with Policy (on page

Mailing lists are identified per RFC 2919, List-Id: A Structured Field and Namespace for the Identification of Mailing Lists, as well as by using default exclusion rules.

153).

Checking the Logs

The effects of your policies can be checked while Learn Mode is on, even though the server is not actually encrypting or signing messages.

 To check the server’s logs

1 Access the administrative interface for the server.

The administrative interface appears.

2 Click Reporting, then Logs.

The System Logs page appears.

3 Check the logs to see what effect your policies are having on email traffic.

Managing Learn Mode

The PGP Universal Server is put into Learn Mode by the Setup Assistant. If your server is in Learn Mode, you see a yellow icon, the Change Mode button, in the upper-right corner of your browser page.

 To turn off Learn Mode

1 Click the Change Mode button in the upper-right corner of the page.

The Mail Processing Settings dialog box appears.

2 Deselect Operate in Learn Mode.

3 Click Save.

Learn Mode is turned off.

PGP Universal Server Operating in Learn Mode

 To turn on Learn Mode

1 Click the Change Mode button in the upper-right corner of the page.

The Mail Processing Settings dialog box appears.

2 Select Operate in Learn Mode.

3 Click Save.

Learn Mode is turned on.

Managed Domains

This section describes how to create and manage the internal domains for which your PGP Universal Server protects email messages.

About Managed Domains

The Managed Domains page gives you control over the domains for which the PGP Universal Server is handling email.

Email users from domains being managed by your server are called “internal users.” Conversely, email users from domains not being managed by your server but who are part of the SMSA are called “external users.”

For example, if your company is “Example Corporation,” you can have the domain “example.com” and your employees would have email addresses such

jsmith@example.com.”

as “

If this were the case, you would want to establish “example.com” as a domain to be managed by your server. When you install your PGP Universal Server you have the opportunity to add a managed domain in the Setup Assistant. If you do not set it up at that time, you can use the Managed Domains page to add it. You can also add additional managed domains from the Managed Domains page, if you have users with addresses in multiple domains that you want to be considered internal users.

Managed domains automatically include sub-domains, so in the example above, users such as “ users. Multi-level domain structures as used by some countries are also acceptable: for example, the domain “example.co.uk.”

The Managed Domains page accepts Internet DNS domain names and Domino domains. You must have an Internet DNS domain name, and if you have Notes users, you must also include the Domino domain name. WINS names (for example,

Usually, you specify your Internet domain during installation through the Setup Assistant. If your PGP Universal Server is also managing a Domino server, you must add your Domino domain name manually through the Managed Domains page.

For example, if you have an Internet domain "example.com" and a Domino domain "ExDomino," you would add example.com as the managed domain during setup, for SMTP addressing. You would then add ExDomino as an additional managed domain, for Domino addressing.

mingp@corp.example.com” would also be considered internal

\\EXAMPLE) do not belong here.

PGP Universal Server Managed Domains

Mail to and from your managed domains is processed according to your mail policy. You can also create mail policy rules specifically for your managed domains. See the chapter Setting Mail Policy (on page on creating mail policies.

Managed domains entered on the Managed Domains page populate the Managed Domains dictionary. The dynamic Managed Domains dictionary automatically includes subdomains. See Using Dictionaries with Policy (on page

153) for more information on dictionaries.

99) for more information

Adding Managed Domains

 To add a domain to the list of managed domains

1 Click Add Managed Domain.

The Add Managed Domain dialog box appears.

2 Type a domain name in the Domain field.

Do not type WINS names (for example, Internet DNS domain names or Domino domain names.

3 Click Save.

Deleting Managed Domains

If you delete a managed domain, all the user IDs within that domain remain in the system. Users can still encrypt and sign messages with their keys.

 To remove a domain name already on the list of managed domains

1 Click the icon in the Delete column of the domain you want to remove from

the list.

A confirmation dialog box appears.

2 Click OK.

The confirmation dialog box disappears and the selected domain name is removed from the list of managed domains.

\\EXAMPLE) here. Type only

Understanding Keys

This chapter introduces some of the concepts related to how Consumer keys are managed. It introduces the concept of key modes, which are used to control whether internal and external users can manage their own keys or whether keys should be managed by PGP Universal Server. It also discusses the use of Certificate Revocation Lists and key reconstruction blocks.

Choosing a Key Mode For Key Management

When you create PGP Universal Satellite and PGP Desktop installers, you can choose whether you want internal and external users to be able to manage their own keys, or whether keys should be managed by the PGP Universal Server. End-to-end email processing functions refer to encryption, decryption,and signing performed at the client, rather than on the PGP Universal Server.

Client Key Mode (CKM)

Guarded Key Mode (GKM)

Server Key Mode (SKM)

PGP NetShare Support

Yes No No No Yes Yes Yes No

Yes No No No Yes Yes Yes Private keys

No Yes Yes Yes Yes Yes Yes Yes

PGP Universal Gateway Email Functions

Encrypt Decrypt Sign Encrypt Decrypt Sign

End-to-end Email Processing Functions

Keys Managed By Server

stored passphraseprotected

PGP Universal Server Understanding Keys

Server Client Key Mode (SCKM)

PGP NetShare Support

PGP Universal Gateway Email Functions

End-to-end Email Processing Functions

Keys Managed By Server

Encrypt Decrypt Sign Encrypt Decrypt Sign

Yes Yes Yes No Yes Yes Yes Public and

private encryption subkeys stored on client and PGP Universal Server, private signing subkeys stored only on client

 Server Key Mode (SKM)—The PGP Universal Server generates and

manages user keys.

 Users cannot manage their own keys.

 PGP Universal Server administrators have access to private keys.

 If a user has a client installation, the user’s keys are downloaded to

the client at each use.

 SKM can also be used without client installations; if there is no client

installation, you must use SKM.

 The client stores the private key encrypted to a random passphrase,

so users can read email offline.

 PGP NetShare does not support SKM.

 In PGP Universal Gateway Email environments, existing users with

SKM key mode keys who install PGP Desktop for the first time will be prompted automatically to re-enroll and create a CKM, GKM, or SCKM key.

 Client Key Mode (CKM)—Users use client software to generate and

manage their own keys.

 PGP Universal Server administrators do not have access to private

keys.

 CKM user email is secure on the mail server.

 CKM users are responsible for backing up their keys; if they lose their

private keys, there is no way to retrieve them.

PGP Universal Server Understanding Keys

 Users who want to be able to read their email offline and unconnected

to PGP Universal Server must use CKM.

 PGP NetShare supports CKM; it requires that users control their own

keys.

 PGP Universal Gateway Email does not support CKM.

 Guarded Key Mode (GKM)—Users generate and manage their own keys,

and store their passphrase-protected private keys on the server.

 GKM is similar to CKM, except that PGP Universal Server stores

protected copies of private keys.

 PGP NetShare supports GKM; it requires that users control their own

keys.

 PGP Universal Gateway Email does not support GKM.

 Server Client Key Mode (SCKM)—Keys are generated on the client.

Private encryption subkeys are stored on both the client and PGP Universal Server, and private signing subkeys are stored only on the client.

 SCKM allows for separate signing and encryption subkeys,

comparable to X.509 signing and encryption keys.

 The public and private encryption subkey is on the server, but by

default encryption is not performed on the server.

 The public-only signing subkey is on the server. PGP Universal Server

cannot sign email for the user.

 Mail processing must take place on the client side to use the SCKM

signing subkey. If you want to use PGP Universal Gateway Email with SCKM keys, you must be using PGP Universal Server 2.5 or later. PGP Universal Gateway Email allows email encryption and decryption with SCKM keys, but email will not be signed.

 SCKM is compatible with smart cards, but encryption keys are not

generated on the token. Copy the keys onto the token after generation.

 If an SCKM user resets their key, the entire SCKM key is revoked,

including all subkeys, and remains on the PGP Universal Server as a non-primary key for the user. This non-primary key can still be used for decryption, and remain on the PGP Universal Server until manually removed by the administrator.

 SCKM is not supported by legacy PGP Desktop installations before

version 9.0.

 PGP NetShare supports SCKM; it requires that users control their own

keys.

PGP Universal Server Understanding Keys

Which key management option you choose depends on what your users need and which client application they use. Server Key Mode is generally appropriate for PGP Universal Satellite users. Client Key Mode is more appropriate for PGP Desktop users. If your security policy requires that a user’s signing key is only in the possession of the user, but the user’s encryption key must be archived, SCKM is the correct choice.

Recommended Key Mode Compatibility Per PGP Product

If you want to use both PGP Desktop and PGP Universal Gateway Email, your users need SCKM keys.

If your users only require support for messaging, PGP Universal Satellite and SKM are sufficient. Both public and private keys are stored on the PGP Universal Server, and the private key is only temporarily sent to the client application for message signing and decryption. SKM is not as secure as CKM because the private keys are not under individual management. Separate signing subkeys are not available to SKM users.

PGP Desktop has more features than PGP Universal Satellite, and those features require client-controlled keys. For example, to use the PGP Whole Disk Encryption option with a hardware token in PGP Desktop, users must be able to generate and manage the key stored on the Whole Disk token. If you want a PGP Virtual Disk to be created automatically at installation, that also requires CKM. PGP NetShare is also unavailable to SKM users.

For more information on key management settings, see Editing Internal User Policies. For more information on key modes and their relationship to PGP Universal Satellite, see Key Mode (on page

295).

Adding PGP Desktop Solutions to Existing Gateway Email Environments

PGP NetShare requires users' keys to use CKM, GKM, or SCKM mode. In PGP Universal Gateway Email environments, existing users with SKM key mode keys who install PGP Desktop for the first time are prompted automatically to re-enroll and create a CKM, GKM, or SCKM key.

PGP Universal Server Understanding Keys

Enrolling revokes the user's SKM key and replaces it with the key the user generates using the wizard. Users can continue to decrypt with the revoked SKM keys, but all new messages are encrypted to the new key and must be decrypted at the client.

Changing Key Modes

If you allow PGP Desktop users to change their options and allow user-initiated key generation, users can switch key modes.

If the user’s policy has changed to permit user-managed keys, then the user is automatically prompted to create a new key, and no further action is necessary. However, if the user’s policy has always permitted user key management, and the user wants to switch key modes, the user should follow this procedure.

 To change key mode

1 Open PGP Desktop and select the PGP Messaging service whose key

mode you want to determine.

The account properties and security policies for the selected service appear.

2 Click Key Mode.

The PGP Universal Key Mode page appears, describing your current key management mode.

3 Click Reset Key.

The PGP Key Setup Assistant appears.

4 Read the text, then click Next.

The Key Management Selection page appears.

5 Select the desired key mode.

Depending on how yourPGP Universal Server administrator configured your copy of PGP Desktop, some key modes might not be available.

6 Click Next.

The Key Source Selection screen appears.

7 Choose one of the following:

 New Key. You are prompted to create a new PGP key, which is used

to protect your messaging.

 PGP Desktop Key. You are prompted to specify an existing PGP key

to use to protect your messaging.

 Import Key. You are prompted to import a PGP key, which is used to

protect your messaging.

8 Make the desired selection, then click Next.

PGP Universal Server Understanding Keys

9 If you selected New Key:

a Type a passphrase for the key, then click Next.

b When the key is generated, click Next.

c Click Finish.

10 If you selected PGP Desktop Key:

a Select the key from the local keyring that you want to use, then

click Next.

b Click Finish.

11 If you selected Import Key:

a Locate the file that holds the PGP key you want to import (it must

contain a private key), then click Next.

b Click Finish.

How PGP Universal Server Uses Certificate Revocation Lists

A certificate revocation list (CRL) is a list of certificates that have been revoked before their scheduled expiration date. The PGP Universal Server retrieves CRLs for certificates from CRL Distribution Points (DP).

The PGP Universal Server checks the CRL DPs automatically before encrypting a message to a certificate, including certificates for internal and external users, as well as certificates in the cache. The server also checks the CRL DPs before importing any internal or external user certificate. It does not check before importing Trusted Certificates, or before connecting to servers with SSL certificates.

The PGP Universal Server checks the revocation status of just the recipient's certificate. It does not check the revocation status of the other certificates in the signing chain.

Once retrieved, certificate revocation status is stored on the parent certificate, so the Trusted Certificate for each user certificate stores the list of all the associated revoked certificates. Once the CRL is stored on the Trusted Certificate, the PGP Universal Server runs future CRL checks based on the “next update” date for that list.

Key Reconstruction Blocks

Key reconstruction blocks allow users to retrieve their private keys if they forget their passphrases.

PGP Universal Server Understanding Keys

Key reconstruction blocks contain several user-defined questions and the user's private key, which is encrypted with the answers to those questions.

PGP Universal Server stores these questions and answers so that users can get back their private keys in case they lose their passphrases. For example, if a user writes five questions and answers, they can be asked three (or more) of the questions to reconstruct their private key.

If an internal PGP Desktop user has uploaded a key reconstruction block to the PGP Universal Server, you can delete it. You might want to delete a key reconstruction block if you have already deleted or revoked the associated key and you do not want the key to be recoverable. If you delete the key reconstruction block, it is no longer stored on the PGP Universal Server, although it is possible that the user also has a copy.

Note: Keys created on smart cards and tokens are not compatible with PGP

Desktop's key reconstruction feature.

See Recovering Encrypted Data in an Enterprise Environment (on page 287) for information on other methods of data recovery.

Managed Key Permissions

Key permissions determine what actions consumers (users or managed devices) can perform upon managed keys. Key permissions are set in three ways:

 At the group level: permissions can be set that determine how group

members can interact with managed keys. Permissions set for a group are inherited by all members of the group.

 At the consumer level: individual consumers may be granted permissions.

These permissions will exists in addition to the permissions the consumer inherits from the groups of which it is a member.

 At the managed key level: a managed key can have permissions that

specify what actions consumers or groups can take upon it. These are set individually for a managed key.

Permissions are positive (they allow actions) and are additive: the actions enabled for a consumer relative to a managed key are combination of the permissions allowed by the consumer's group membership, plus permissions allowed for the consumer, plus permissions allowed by the key.

There are no deny permissions.

Managing Organization

Keys

This section describes the various keys and certificates you can configure and use with your PGP Universal Server.

About Organization Keys

There are multiple keys and certificates you can use with your PGP Universal Server:

 Organization Key. Used to sign all user keys the PGP Universal Server

creates and to encrypt server backups.

 Organization Certificate. Required to support S/MIME environments.

 Additional Decryption Key (ADK). Used to reconstruct messages if the

recipient is unable or unwilling to do so. Every message encrypted to an external recipient by an internal user is also encrypted to the ADK, allowing the PGP Universal Server administrator to decrypt any message sent by internal users, if required to do so by regulations or security policy.

 Verified Directory Key. Used to sign keys submitted to the PGP Verified

Directory by external users.

The Organization Keys page provides access to all of these.

Organization Key

Your Organization Key is used to sign all user keys the PGP Universal Server creates and to encrypt server backups. The Organization Key is what was referred to as the Corporate Key in the old PGP Keyserver environment.

Warning: You must make a backup of your Organization Key, in case of a

problem with the server. That way, you can restore your server from a backup using the backup Organization Key.

Each PGP Universal Server is pre-configured with a unique Organization Key generated by the Setup Assistant. If you would like to use different settings for this key, you can regenerate the key with the settings you prefer. This should only be done prior to live deployment of the server or creation of user keys by the server.

PGP Universal Server Managing Organization Keys

The Organization Key automatically renews itself one day before its expiration date. It renews with all the same settings.

If you have multiple PGP Universal Servers in a cluster, the Organization Key is synchronized.

An Organization Key’s identification is based on the name of the managed domain for which the key was created. Organization Keys by convention have one ID per managed domain so that they can be easily found via a directory lookup.

The Organization Key information includes the Public Keyserver URL, as specified on the Services > Keyserver page. Anytime the Public Keyserver URL changes, that information on the Organization Key changes immediately.

Inspecting the Organization Key

 To inspect the properties of an Organization Key

1 Click the name of the Organization Key.

The Organization Key Info dialog box appears.

2 Inspect the properties of the Organization Key.

3 To export either just the public key portion of the Organization Key or the

entire keypair, click the Export button and save the file to the desired location. Optional: You can protect your Organization Key with a passphrase when you export it.

When you export the Organization Key you also get the Organization Certificate. You can use PGP Desktop to extract the Organization Certificate from the Organization Key.

4 Click OK.

If you are going to regenerate your Organization Key, you should use a fairly high bit size, such as 2048. However, if you are going to be using X.509 certificates and S/MIME, be aware that many clients only support up to 1024 bits; thus you may want to use 1024 bits for maximum compatibility with S/MIME. All clients can be expected to support at least 4096 bits.

Regenerating the Organization Key

Warning: Changing the Organization Key makes all previous backups

undecryptable and all validity signatures on the keys of internal users are unverifiable until they are automatically renewed. Only change the

Organization Key if you fully understand the consequences of this action.

PGP Universal Server Managing Organization Keys

Caution: Changing the Organization Key deletes Ignition Keys. If you have

hard or soft token Ignition Keys configured, regenerating the Organization Key deletes them. Without an Ignition Key, PGP Universal Web Messenger messages are not stored encrypted.

Note: The Organization Key signs all Trusted Keys and Certificates. If you

regenerate the Organization Key, the signature on the Trusted Keys and Certificates becomes invalid. You must re-import all Trusted Keys and Certificates to have them signed by the new Organization Certificate. For more information, see Managing Trusted Keys and Certificates (on page 95).

 To regenerate an Organization Key

1 Click Regenerate in the Action column of the Organization Key whose

properties you want to change.

2 The following warning dialog box appears:

Regenerating the Organization Key will cause problems with existing key signatures and backups. Any existing Ignition Keys and Organization Certificate will also be removed. Are you sure you want to proceed?

3 Click OK.

The Organization Key Generation dialog box appears.

4 Make the desired changes to the properties of the Organization Key.

5 Click Generate.

Importing an Organization Key

You also have the option of importing an existing PKCS #12 key and using that as your Organization Key.

Caution: Importing an Organization Key deletes Ignition Keys. If you have

hard or soft token Ignition Keys configured, importing an Organization Key deletes them. Deleting the Ignition Key stops PGP Universal Web Messenger from being stored encrypted

To import an Organization Key

 Click the icon in the Import column of the Organization Key row.

1 The following warning dialog box appears:

Importing a new Organization Key will cause the current key (and Organization Certificate, if any) to be deleted, and will cause problems with existing key signatures and backups. Any existing Ignition Keys will also be removed. Are you sure you want to proceed?

2 Click OK.

PGP Universal Server Managing Organization Keys

The Import Organization Key dialog box appears.

3 Do one of the following:

 If you want to import a key that has been saved as a file, click Browse

to locate the file of the key you want to import.

 If you want to import a key by cutting and pasting, copy the key you

want to be your Organization Key to the Clipboard and paste it into the

Key Block box.

4 Type the passphrase for the key, if required.

5 Click Import.

The Organization Key you imported appears in the Organization Key row.

Organization Certificate

An Organization Certificate is required for S/MIME support. You can only have one Organization Certificate attached to your Organization Key. You cannot restore from a backup with more than one Organization Certificate associated with your Organization Key.

The PGP Universal Server will automatically generate certificates as well as keys for new internal consumers created after you import or generate an Organization Certificate. All internal consumers receive a certificate added to their keys within a certain amount of time, between 24 hours to two weeks. However, certificates issued by the old Organization Certificate remains on users’ keys until the certificate expires. PGP Universal Server also creates separate signing and encryption certificates for imported SKM and SCKM internal keys, based on the appropriate subkey. PGP Universal Server creates single signing and encryption certificates for imported CKM and GKM keys, based on the user's topkey.

You have several options for dealing with Organization Certificates. You can:

 Create a self-signed Organization Certificate. Unfortunately, a self-signed

Organization Certificate will not be universally recognized, so PGP Corporation recommends using a certificate from a recognized Certificate Authority (CA). Self-signed X.509 Organization Certificates are version 3.

 Create a Certificate Signing Request for a certificate authorized by an

existing CA. When you receive the certificate back from the CA as a file, you will need to import that file.

 Import an existing certificate to use as your Organization Certificate.

Imported X.509 certificates must be version 3.

To enable S/MIME support, the certificate of the issuing Root CA, and all other certificates in the chain between the Root CA and the Organization Certificate, are on the list of trusted keys and certificates on the Trusted Keys and Certificates page.

PGP Universal Server Managing Organization Keys

A self-signed Organization Certificate has the same expiration date as the Organization Key, unless the Organization Key is set never to expire. If the Organization Key never expires, the Organization Certificate expires 10 years from the date you generate it. You must regenerate the Organization Certificate before it expires and distribute the new Certificate to anyone who uses your old Organization Certificate as a trusted root CA.

Inspecting the Organization Certificate

 To inspect the settings of an Organization Certificate

1 Click the name of the Organization Certificate.

The Organization Certificate Info dialog box appears.

2 Inspect the settings of the Organization Certificate.

3 Click OK.

Exporting the Organization Certificate

 To export an Organization Certificate to a file

1 Click on the Organization Certificate.

The Organization Certificate Info dialog box appears.

2 Click Export.

The Export Certificate dialog box appears.

3 Do one of the following:

 To export just the public key portion of the certificate, select Export

Public Key.

 To export the public and private key portions of the certificate, select

Export Keypair and type a passphrase to protect the private key once

it is exported. The resulting file is in PKCS #12 format.

4 Click Export.

5 At the prompt that appears, click Save.

6 Specify a name and location to save the file, then click Save.

The Organization Certificate Info dialog box appears.

7 Click OK.

PGP Universal Server Managing Organization Keys

Deleting the Organization Certificate

 To delete an Organization Certificate

1 Click the icon in the Action column of the Organization Certificate.

A confirmation dialog box appears.

2 Click OK.

The Organization Certificate is deleted.

Generating the Organization Certificate

 To create a Certificate Signing Request (CSR)

1 Click the icon in the Action column of the Organization Certificate row.

The Generate Organization Certificate dialog box appears.

2 Type a name for the certificate in the Common Name field.

3 Type an email address in the Contact Email field.

4 Type your organization’s name in the Organization Name field.

5 Type your organization’s unit designation in the Organization Unit field.

6 Type a city or locality, as appropriate, in the City/Locality field.

7 Type a state or province, as appropriate, in the Province/State field.

8 Type a country in the Country field.

9 If you want to generate a self-signed certificate, click Generate Self-

signed. PGP Universal Server generates a certificate. To generate a

Certificate Request instead, proceed to the next step.

10 Click the Generate CSR button.

The CSR dialog box appears, showing the certificate request.

11 Copy the entire contents of the CSR dialog box to a file, then click OK.

12 Paste the CSR into the appropriate field on your third-party CA interface.

The CA sends the certificate back to you when it has approved it.

13 When you receive the certificate from the CA, use the Import feature to

import it as your Organization Certificate.

PGP Universal Server Managing Organization Keys

Importing the Organization Certificate

 To import a certificate to be your Organization Certificate

1 Click the icon in the Import column of the Organization Certificate row.

The Import Organization Certificate dialog box appears.

2 Copy the certificate you want to be your Organization Certificate.

3 Paste the text into the Certificate Block box.

4 Click Save.

The Organization Certificate you imported appears in the Organization Certificate row.

Additional Decryption Key (ADK)

An Additional Decryption Key (ADK) is a way to retrieve an email message or other encrypted data if the recipient is unable or unwilling to do so and if required by regulation or security policy. Every message sent by an internal user is also encrypted to the ADK. Messages encrypted to the ADK can be opened by the recipient and/or by the holder(s) of the ADK. The ADK is also added to disks encrypted with PGP Whole Disk Encryption.

If you have an Additional Decryption Key uploaded, all outbound email is encrypted to it when mail policy is applied. This setting appears in the Send (encrypted/signed) action and the setting cannot be disabled. For more information, see the chapter "Setting Mail Policy."

You can create an ADK with PGP Desktop, then add it to your PGP Universal Server and use it.

You can also add an ADK to a consumer policy. Clients with a policy with an ADK have all messages and other data encrypted to the policy-specific ADK as well as to the Organization ADK.

Note: S/MIME messages are not encrypted to the ADK.

If you use an ADK, PGP Universal Server adds the ADK to all new keys that it generates and all outbound email messages are automatically encrypted to it.

If you are going to use an ADK on your PGP Universal Server, you should import it prior to generating any user keys. You should also try to avoid changing to a different ADK later on, because doing so results in some keys being associated with the old ADK and some with the new ADK. If you add or change an ADK, it is only associated with the keys of new users. Existing users do not get that ADK added to their key.

Only PGP keys can be used as ADKs.

PGP Universal Server Managing Organization Keys

For information on using an ADK in a split key scenario, see the PGP Desktop User’s Guide.

Importing the ADK

 To import an ADK to your PGP Universal Server

1 Copy the key of the ADK you are adding to the Clipboard using PGP

Desktop.

2 Click the Add icon in the Action column of the Additional Decryption Key

row.

The Add Additional Decryption Key dialog box appears.

3 Paste the key of the ADK into the Import Key Block box, or browse to find

and import a key.

4 Click Import.

The ADK you added appears in the Additional Decryption Key row.

Inspecting the ADK

 To inspect the properties of an ADK

1 Click the name of the ADK.

2 Inspect the properties of the ADK.

3 To export the ADK, click Export and save the file to the desired location.

4 Click OK.

Deleting the ADK

 To delete an ADK

1 Click the delete icon in the Action column of the ADK.

The Additional Decryption Key Info dialog box appears.

Note: All keys generated while the ADK was present continue to reference

the ADK even after you delete the ADK. The change applies only to keys that are generated after the ADK is deleted.

A confirmation dialog box appears.

2 Click OK.

The ADK is deleted.

PGP Universal Server Managing Organization Keys

Verified Directory Key

The Verified Directory Key is the signing key for PGP Verified Directory users outside your managed domain. It must consist of both private and public keys. Once you choose the setting to allow internal and external users to submit their keys through the PGP Verified Directory, you must upload a Verified Directory Key. Users cannot submit their keys to PGP Verified Directory until you have added the Verified Directory Key. For more information, see Configuring the PGP Verified Directory (on page

If you have multiple PGP Universal Servers in a cluster, the Verified Directory Keys are synchronized.

Importing the Verified Directory Key

 To import a Verified Directory Key to your PGP Universal Server

346).

1 Copy the key of the Verified Directory Key you are adding to the Clipboard

using PGP Desktop.

2 Click the Add icon in the Action column of the Verified Directory Key row.

The Add Verified Directory Key dialog box appears.

3 Paste the key of the Verified Directory Key into the Import Key Block box,

or browse to find and import a key.

4 Type the private key Passphrase.

5 Click Import.

The Verified Directory Key you added appears in the Verified Directory Key row.

Inspecting the Verified Directory Key

 To inspect the properties of the Verified Directory Key

1 Click the name of the Verified Directory Key.

The Verified Directory Key Info dialog box appears.

2 Inspect the properties of the Verified Directory Key.

3 To export the Verified Directory Key, click Export.

 To export just the public key portion of the Verified Directory Key,

select Export Public Key.

PGP Universal Server Managing Organization Keys

 To export the public and private key portions of the key, select Export

Keypair and type a passphrase to protect the private key once it is

exported.

4 Click OK.

Deleting the Verified Directory Key

 To delete the Verified Directory Key

1 Click the delete icon in the Action column of the Verified Directory Key.

A confirmation dialog box appears.

2 Click OK.

Administering Managed

Keys

PGP Key Management Server (KMS) is new technology that centralizes the management of multiple kinds of encryption keys for your organization onto a single server, thus allowing multiple applications in your enterprise to operate against the same set of keys.

To accommodate this new PGP KMS technology, new terms and concepts are being used to describe how PGP applications understand keys, users, and servers, and the relationships between them.

With PGP KMS, a Consumer is an identity associated with a person or a device. A consumer can be a User, generally identified with a person. A user has a key, can encrypt things, send and receive email, and so on. One person can have more than one user identity (for example, they could be the holder of a corporate ADK as one identity and a PGP Desktop user as a second identity, each identity having a different PGP keypair).A consumer can also be a Managed Device, such as a web server that handles credit cards or a bank's automated teller machine. Each consumer has a Managed Key, which is a keypair managed by PGP KMS for the consumer.

A Managed Key is a PGP keypair with some additional information. A managed key can be used to encrypt, decrypt, sign, and verify. It is also known as a Managed Asymmetric Key, or MAK, in the USP API and in PGP Command Line. A managed key may or may not have associated symmetric keys, symmetric key series, or custom data objects.

Symmetric Keys (also known as Managed Encryption Keys, or MEKs) are always associated with a managed key. A symmetric key can be used to encrypt and decrypt; it cannot sign or verify. Any number of symmetric keys can be associated with a managed key. Symmetric keys can have a Validity Period, allowing them to be valid for a specified period. At the end of the specified period, the symmetric key expires and a new symmetric key can be automatically created. The old symmetric key is retained in an expired state and kept, to decrypt older data if necessary.

A Symmetric Key Series (or MEK series) is series of symmetric keys, each one of which is automatically created, is valid for the duration of its Validity Period, and then expires and is replaced by a new symmetric key. Consumers using a symmetric key series can be automatically notified of a new symmetric key so that they can synchronize to the series and thus use the correct symmetric key at the correct time. In other cases, no notification is needed; when you encrypt against the symmetric key series, the active symmetric key is used automatically.

PGP Universal Server Administering Managed Keys

Custom Data Objects are encrypted data objects stored on a PGP KMS and

associated with a managed key. It is just like a regular encrypted file except it is stored on a PGP KMS. Custom data objects are also known as Managed Secure Data, or MSDs).

Symmetric Keys and Custom Data Objects can be created, edited, searched for and deleted by external applications using the USP APIs, or through PGP Command Line commands. They can be viewed through the PGP Universal Server administrative interface, but cannot be created or modified by a PGP Universal Server administrator.

Viewing Managed Keys

Managed keys can be associated with several types of consumers: internal, external, and verified directory users, and managed devices for which keys have been imported.

There are a number of paths available to view managed keys.

 For a User, you can access the Managed Key Information page by clicking

the Key ID from the Managed Key section of the user's User Information page.

 For a Managed Device, you can access the Managed Key Information page

by clicking the Key ID from the Managed Key section of the Managed Device Information page.

The organization key and Verified Directory signing keys are also managed keys, but are discussed in Managing Organization Keys (on page

 To view all managed keys

Go to the Keys > Managed Keys page.

This displays the list of all managed keys in the PGP Universal Server database.

The Managed Keys Display shows the following information about the keys:

 Key ID: click this to view Managed Key Information for this managed key.

 Name: the display name and email address of the user, or the display name

of the managed device.

 Key Mode: the key mode type (SKM, CKM, GKM, SCKM)

 Key Size and type: key size in bits and the key type (RSA or DH/DSS)

 Created: date the key was created.

 Expires: date the key will expire (or never if it does not expire

 Status: the status of the key (valid, revoked, expired).

67).

 Recovery: whether a key reconstruction block has been uploaded

PGP Universal Server Administering Managed Keys

 Owner: the owner of the key. For Users, the user is the owner of his/her

keys.

Using the icons under the Actions area you can:

 Revoke the key

 Export the key

 Delete the key.

Managed Key Information

The Managed Key Information page shows detailed information about a managed key.

 To view detailed information about a specific managed key

Click the Key ID of the managed key from any of the following pages:

 From the Managed Keys page

 From the Managed Key section of a User Information page

 From the Managed Key section of a Device Information page.

The Managed Key Information page appears for the key you selected.

From this page you can view detailed information about the key. You can also add or change information about the device.

 To changed the display name of the key

1 Click Edit Names... and type a new display name for the key.

2 Click Save to save the change or Cancel to close the dialog without making

the change.

 To change the owner of the key

1 Click Edit Owner....

This takes you to the Edit Owner page where you can change the owner of this managed key.

Note: Keys associated with email addresses cannot have their owner

modified. The Edit Owner... key will be disabled in this case.

2 Click Save to save the change or Cancel to close the dialog without making

the change.

PGP Universal Server Administering Managed Keys

 To revoke the managed key of an SKM key

1 Click Revoke.

A confirmation dialog box appears.

2 Click OK.

The key is revoked.

 To Export the managed key

1 Click Export.

If only the public key is available, the text of the key downloads to your system.

If both the public and the private key are available, the Export Key dialog box appears.

2 Select Export Public Key to export just the public key portion of the

keypair.

3 Select Export Keypair to export the entire keypair, the public key and the

private key portions.

4 If you want to protect the exported key file with a passphrase, type it in the

Passphrase field.

If a private key already has an attached passphrase, it is already protected and there is no need to type another passphrase. When you export the keypair, you receive a file containing an unencrypted public key and an encrypted private key.

5 Click Export.

The key is exported.

 To delete the managed key

1 Click Delete.

A confirmation dialog box appears.

2 Click OK.

The key of is deleted.

Note: When you delete an internal user’s key, the private key material is

deleted, which means messages are no longer decryptable. If you want to retain the private key material, you can revoke the key instead of deleting it.

 To view Symmetric Key Series and the symmetric keys associated with

this managed key

 Click Symmetric Key Series... to display the Symmetric Key Series

associated with this managed key.

PGP Universal Server Administering Managed Keys

This button is only enabled for managed keys that have associated Symmetric keys.

Symmetric keys, also known as Managed Encryption Keys, or MEKs, can be used to encrypt or decrypt; it cannot sign or verify.

These keys can only be created by external applications using the USP API or PGP Command Line. For more information about Symmetric Key Series and Symmetric Keys, see Symmetric Key Series (on page

 To view Custom Data Objects associated with this managed key

 Click Custom Data Objects... to display the list of custom data objects

associated with this managed key.

This button is only enabled for managed keys that have associated data objects. These objects can only be created by external applications using the USP API. For more information about Custom Data Objects, see Custom Data Objects (on page

86).

83).

Email Addresses

Subkeys

Certificates

 To view the Email Addresses associated with this key

 Expand the Email Addresses section of the Managed Key Information

page. This displays the list of email addresses associated with this managed key.

If this is the managed key of a managed device, no email address will be present.

 To view the subkeys associated with this managed key

 Expand the Subkeys section of the Managed Key Information page.

This displays any subkeys associated with this managed key.

For each subkey, this section shows the Key ID, the usage flags that are set for the key, the key size (in bits) and key type (RSA or DH/DSS), the date the key was create, the date it expires (or Never if it does not expire) and the key status (Valid or Expired).

 To view the certificates associated with this managed key

 Expand the Certificates section of the Managed Key Information page.

PGP Universal Server Administering Managed Keys

This displays any certificates that are associated with this managed key.

For each certificate, this section shows Common Name to which the certificate was issued, the date the certificate was created (meaning when it was imported into PGP Universal Server), the date on which it expires,and the usage flags that are set for the certificate.

The Actions section at the end of the row provides icons for revoking, exporting, and deleting the certificate.

Permissions

Managed Key permissions are similar to the permissions that can be granted to a Consumer or Group, with an important exception: while group and consumer permissions define the actions a consumer or group member can perform, a Managed Key permission defines what actions others (Groups or Consumers) can perform upon the Managed Key.

For example, a Consumer may be given a permission such as:

Can read public key of Managed Key Joe Smith

jsmith@example.com>

while a Managed Key may have a permission such as:

Group Marketing can delete

meaning that any Consumer that is a member of the group Marketing can delete this key.

 To view, set, or delete Permissions for this key

1 Expand the Permissions section of the Managed Key Information page.

If permissions have been added specifically for this device, the permission settings are listed in this area.

If a listed permission involves a named consumer or a group, you can click the name to see details about the consumer or group.

2 To add, edit, or delete permissions, click View and Edit Permissions....

The Permissions page for this key appears.

 To remove a permission, click the Delete icon.

 To remove multiple permissions, check the boxes next to the

permissions you want to delete and select Delete Selected from the

Options menu. To remove all permissions, select Delete All from the Options menu.

3 To search for a specific permission, type the relevant string into the Search

field at the top right of the dialog box, and click the search icon.

The permissions list will be filtered to display only permissions that match the search criterion.

PGP Universal Server Administering Managed Keys

4 To add, remove or modify permissions, click Add Permissions...

5 Use the drop-down menus to create a new permission.

6 Click the Add icon to create as many permissions as necessary. Use the

Remove icon to remove individual permission.

Attributes

 To view, add, or delete Attributes for this key

1 Expand the Attributes section of the Key Information page.

If attributes have been added, the attribute/value pairs are listed in this area.

Attributes are arbitrary name/value pairs. Outside applications can make requests related to attributes through the USP API or using PGP Command Line commands.

2 To add, delete, or modify attributes for this device, click Edit Attributes....

3 To add attributes, type the attribute name and its value in the fields

provided.

 To add additional attributes, click the Add icon.

4 To change an attribute name or its value, just retype the information in the

field.

5 To remove an attribute, click the Remove icon.

Symmetric Key Series

A KMS license is required to access Symmetric Key Series and Symmetric Keys.

Symmetric keys (also known as Managed Encryption Keys, or MEKs) can be used, through the USP API or the PGP Command Line commands, to encrypt and decrypt data. A symmetric key typically has a limited life span, with a specific validity period that determines how long the key remains valid. At the end of the validity period, the current key expires and is replaced by a new symmetric key.

The Symmetric Key Series is the set of the current plus expired keys, maintained by PGP Universal Server. The currently valid key is used to encrypt content during its validity period, and to decrypt content encrypted during this validity period. The expired keys are maintained in order to decrypt content that was encrypted in the past; PGP Universal Server determines which key to use for decryption based on the date the content was encrypted.

PGP Universal Server Administering Managed Keys

 To view the symmetric key series associated with this managed key

1 Go to the Keys > Managed Keys page.

This displays the list of all managed keys in the PGP Universal Server database.

2 Click the Key ID of the managed key.

The Managed Key Information page appears for the key you selected.

3 Click the Symmetric Key Series... button to display a list of Symmetric Key

Series owned by this managed key.

The information shown in this list includes the key series display name, the validity period, the date at which the key will expire (or never); the date when it will next be renewed (or never); and the number of symmetric keys in this series.

4 To delete one or more key series, click the delete icon in the key series

row, or check one or more rows and select Delete Selected from the

Options menu, or select the Delete All option.

5 To export one or more keys, check one or more rows and select Export

Selected from the Options menu, or select the Delete All option.

6 Click the key series name to view the list of symmetric keys that are

included in the series.

 To view an individual symmetric key series

1 From the Managed Key Information page, click the Symmetric Key

Series... button to display the list of Symmetric Key Series owned by this

managed key.

2 Click a key series name to view the list of symmetric keys that are included

in that series.

The Symmetric Key Series Information page appears.

On this page you can see the same basic information about the key series as was shown in the Symmetric Key Series list. You can also view and set attributes and permissions for the key, and force a rekey of the series.

3 To view or set attributes for this key series, expand the Attributes section

of the Symmetric Key Series Information page. This shows any attribute/value pairs defined for this key series.

 To add an attribute or to modify existing ones, click Edit Attributes...

4 To view the permissions for this key series, expand the Permissions

section of the Symmetric Key Series Information page. This shows any permissions allowed for this key.

 To add or delete permissions, click View and Edit Permissions....

PGP Universal Server Administering Managed Keys

The Permissions page for this key appears. You can delete permissions by clicking the delete icon next to a permission.

You can add a new permission by clicking Add Permissions..., which takes you to a page where you can add permissions.

5 To view the individual Symmetric Keys within this series, click Symmetric

Keys.... For details of the pages that show the Symmetric Keys, see

Symmetric Keys (on page

per

85).

 To force replacement of the current valid key

1 Click Force Rekey.

This lets you replace the current valid symmetric key, regardless of its validity period or when it is due to expire. The current valid symmetric key is marked expired, and a new symmetric key is created as the valid key.

Symmetric Keys

Individual Symmetric Keys are contained within a Symmetric Key Series, which is itself associated with a specific managed key. To view the set of individual Symmetric Keys, you must navigate through the Symmetric Key Series display.

 To view the set of Symmetric Keys in a series

1 From the Managed Key Information page, click the Symmetric Key

2 Click a key series name to view the list of symmetric keys that are included

3 Click the Symmetric Keys... button to display the list of Symmetric Keys in

4 To delete an individual Symmetric Key, click the Delete icon. You can also

Series... button to display the list of Symmetric Key Series owned by this

managed key.

in that series.

The Symmetric Key Series Information page appears.

the selected key series.

From this list, you can see each Key ID, along with the Validity dates (start and end dates) for each key.

The key icon at the left of each Key ID indicates whether the key is expired or valid - normally only the last key in the list will be valid, the others will be expired.

delete multiple keys by clicking check boxes and selecting Delete Selected from the Options menu, or by selecting the Delete All option.

5 To export one or more individual Symmetric Keys, click their check boxes

and select Export Selected from the Options menu. You can export all the keys by selecting the Export All option.

PGP Universal Server Administering Managed Keys

 To view the details of an individual Symmetric Key

1 From the list of symmetric keys, click the individual key ID to display the

Symmetric Key Information page.

This shows the key UUID, the date it was created, and its validity start and end dates.

2 To view or set attributes for this key, expand the Attributes section of the

Symmetric Key Information page. This shows any attribute/value pairs defined for this key series.

Note: Attributes of symmetric keys cannot be added or modified through

the PGP Universal Server administrative interface. They can only be manipulated using PGP Command Line commands or through the USP API.

3 To view the data in this key, click Show Data. This displays the data in a

text field. The administrator can copy the contents for use elsewhere.

Click Hide Data to hide the data display.

Custom Data Objects

A KMS license is required to access Custom Data Objects (also known as Managed Secure Data, or MSDs).

Custom Data Objects are always associated with (owned by) a Managed Key. They can be used to store arbitrary data objects securely in the PGP Universal Server database. They are created and manipulated using the USP API or PGP Command Line commands.

Custom Data Objects can be viewed through the PGP Universal Server administrative interface. The administrator can also add and edit attributes and permissions for a Custom Data Object.

 To view a list of the Custom Data Objects associated with a managed key

1 From the Managed Key Information page, click the Custom Data

Objects... button to display the list of Custom Data Objects owned by this

managed key.

For each object in the list, this page shows its name, its size (in kbytes), and its MIME type.

PGP Universal Server supports the MIME types for image files, plain text, rich text, and PDF.

PGP Universal Server Administering Managed Keys

2 To delete an individual Custom Data Object, click the Delete icon next to

the object. You can also delete multiple objects by clicking the appropriate check boxes and selecting Delete Selected from the Options menu, or by selecting the Delete All option.

3 To view an individual Custom Data Object, click the object ID.

 To view the details of an individual Symmetric Key

1 From the list of symmetric keys, click the individual key ID to display the

Symmetric Key Information page.

This shows the key UUID, the date it was created, and its validity start and end dates.

2 To view or set attributes for this Custom Data Object, expand the Attributes

section of the Custom Data Object Information page. This shows any attribute/value pairs defined for this key series.

 To add an attribute or to modify existing ones, click Edit Attributes...

For details on adding or editing attributes, see Attributes (Managed Keys) (on page

83).

3 To view the permissions for this key series, expand the Permissions

section of the Custom Data Object Information page. This shows any permissions allowed for this object.

 To add or delete permissions, click View and Edit Permissions....

The Permissions page for this object appears. You can delete permissions by clicking the Delete icon next to a permission.

4 You can add a new permission by clicking Add Permissions..., which takes

you to a page where you can add permissions. For details on adding or editing permissions, see Permissions (on page

5 To view the data in this Custom Data Object as plain text, click Show Data.

If the MIME type of the object is one that PGP Universal Server recognizes, it attempts to display the data using the appropriate application in a separate browser window or tab. If it does not recognize the MIME type, it displays the data in a text field.

Click Hide Data to hide the data display.

Exporting Consumer Keys

The following sections describe how to export keys for users and managed devices.

82).

PGP Universal Server Administering Managed Keys

Exporting the Managed Key of an Internal User

If the user’s key data is stored in Server Key Mode, you can export both public and private key information. If the private key is stored protected by the user’s passphrase, you cannot export it unencrypted. If the key data is in Client Key Mode, the private key is not stored on the server and cannot be exported.

 To export the managed key of an internal user

1 From the Consumers > Users page, click the check box for the internal

user whose key you want to export.

2 From the Options menu, select Export Keys for Selected.

If only the public key is available, the text of the key downloads to your local system.

If both the public and the private key are available, the Export Key dialog box appears, allowing you to choose to export only the public key, or both public and private portions of the key.

3 Select Export Public Key to export just the public key portion of the

keypair.

4 Select Export Keypair to export the entire keypair, the public key and the

private key portions.

5 If you want to protect the exported key file with a passphrase, type it in the

Passphrase field.

If a private key already has an attached passphrase, it is already protected and there is no need to type another passphrase at this time. When you export the keypair, you receive a file containing an unencrypted public key and an encrypted private key.

6 Click Export.

The key is exported to your local system.

Exporting the Managed Key of an External User

 To export the managed key of an external user

1 From the Consumers > Users page, click the check box for the external

user whose key you want to export.

2 From the Options menu, select Export Keys for Selected.

If only the public key is available, the text of the key downloads to your system.

If both the public and the private key are available, the Export Key dialog box appears.

PGP Universal Server Administering Managed Keys

3 Select Export Public Key to export just the public key portion of the

keypair.

4 Select Export Keypair to export the entire keypair, the public key and the

private key portions.

5 If you want to protect the exported key file with a passphrase, type it in the

Passphrase field.

6 Click Export.

The key is exported.

Exporting PGP Verified Directory User Keys

 To export the key of directory users

1 From the Consumers > Users page,select the check box for the users

whose key you want to export.

2 From the Options menu, select Export Keys for Selected.

The text of the keys downloads to your local system.

Exporting the Managed Key of a Managed Device

 To export the managed key of an external user

1 From the Consumers > Devices page, select the check box for the

managed device whose key you want to export.

The Managed Device Information page for the device appears.

2 From the Managed Keys tab, click the Export icon in the Actions column of

the managed key you want to delete.

If only the public key is available, the text of the key downloads to your system.

If both the public and the private key are available, the Export Key dialog box appears.

3 Select Export Public Key to export just the public key portion of the

keypair.

4 Select Export Keypair to export the entire keypair, the public key and the

private key portions.

PGP Universal Server Administering Managed Keys

5 If you want to protect the exported key file with a passphrase, type it in the

Passphrase field.

6 Click Export.

The key is exported.

Deleting Consumer Keys

The following sections describe how to delete keys for users and managed devices.

Deleting the Managed Key of an Internal User

If you delete a user’s key, the private key material is gone, which means messages are no longer decryptable. If you want to retain the private key material, you can revoke the key instead of deleting it. For more information see Revoking Managed Keys (on page

 To delete the managed key of an internal user

1 Select the user you want from the Internal Users page.

The Internal User Information dialog box appears.

2 From the Managed Keys tab, click the Delete icon in the Actions column of

the managed key you want to delete.

A confirmation dialog box appears.

3 Click OK.

The key of the internal user is deleted.

92).

Deleting the Managed Key of an External User

 To delete the managed key of an external user

1 Select the user you want from the External Users page.

The External User Information dialog box appears.

2 From the Managed Keys tab, click the Delete icon for the managed key you

want to delete.

A confirmation dialog box appears.

PGP Universal Server Administering Managed Keys

3 Click OK.

The key of the external user is deleted.

Deleting the Key of a PGP Verified Directory User

 To delete the key of a PGP Verified Directory user

1 Select the user you want from the Verified Directory Users page.

The Directory User Information dialog box appears.

2 From the Managed Keys tab, click the Delete icon for the managed key you

want to delete.

A confirmation dialog box appears.

3 Click OK.

The key of the PGP Verified Directory user is deleted.

Deleting the Managed Key of a Managed Device

 To delete the key of a managed device

1 Select the managed device you want from the All Devices or Managed

Devices page.

The Managed Device Information dialog box appears.

2 From the Managed Keys tab, click the Delete icon for the managed key you

want to delete.

A confirmation dialog box appears.

3 Click OK.

The key of the managed device is deleted.

Approving Pending Keys

Internal Users

In addition to automatically creating a key for your email users or manually adding internal users, you can allow internal users to submit their own keys through the PGP Verified Directory. Allowing user key submission is useful for internal users who already have keys, such as existing PGP Desktop users who of course would have their own PGP key. If the user already has a PGP key, and the new key is approved, the new key replaces the old key.

PGP Universal Server Administering Managed Keys

PGP Desktop users upload their public keys through the PGP Verified Directory interface at the interface and port you configure on the Verified Directory page. They can also upload keys through the PGP Desktop "Send To" function.

On the Verified Directory page, you can specify how you want these usersubmitted keys approved. If you have set the PGP Verified Directory to require either a confirmation email from the user or to require you, the administrator, to manually approve the key, the user’s PGP key status is marked pending. See Configuring the PGP Verified Directory (on page Verified Directory.

 To manually approve the key submission

1 From the Internal Users page, click the plus sign icon to approve the key.

2 Click the minus sign icon to deny the submitted key.

3 Click the delete icon to delete the user.

Directory users

If you have set the PGP Verified Directory to require either a confirmation email from the user or to require you, the administrator, to manually approve the key, the user’s PGP key status are pending.

346) for information on the PGP

 To manually approve the key submission, choose one of the following

1 To approve a single user key, click the plus sign icon in the Options column

to approve the key.

2 Click the minus sign icon to deny the submitted key.

3 Click the delete icon to delete the user.

1 To approve multiple user keys, click the check box at the far right end of the

row of each of the directory user key you want to approve.

2 Select Approve Selected or Approve All from the Options menu.

Revoking Managed Keys

Revoking a key removes the Organization Key signature from the key. Only keys for which the PGP Universal Server has the private key can be revoked; that is, only the keys of SKM users can be revoked. The Revoke button is disabled for all other keys.

If you revoke an internal user's managed key, it continues being published via the LDAP server, but appears marked as a revoked key, and it appears on the Certificate Revocation Lists.

PGP Universal Server Administering Managed Keys

Once you revoke a key, you cannot un-revoke it.

Note: Revoking a key is safer than deleting a user because the private key

material is preserved, which means that decryption continues to work.

 To revoke the managed key of an internal user

1 Select the user you want from the Internal Users page.

The Internal User Information dialog box appears.

2 From the Managed Keys tab, click the Revoke icon next to the key you

want to Revoke.

Note: If the key is not an SKM key, the Revoke icon is disabled.

A confirmation dialog box appears.

3 Click OK.

The internal user’s key is revoked.

 To revoke the managed key of a managed device

1 Select the managed device you want from the All Devices or Managed

Devices page.

The Managed Device Information dialog box appears.

2 From the Managed Keys tab, click the Revoke icon next to the key you

want to revoke.

A confirmation dialog box appears.

3 Click OK.

The internal user’s key is revoked.

Managing Trusted Keys

Overview

Trusted Keys

and Certificates

This section describes how trusted keys and certificates are used with your PGP Universal Server. You can find the list of trusted keys at Organization >

Trusted Keys.

The Trusted Keys and Certificates page lists keys and certificates that are not part of the SMSA created by PGP Universal Server but which nevertheless you do trust.

In those cases where your PGP Universal Server cannot find a public key for a particular user on any of the keyservers you have defined as trusted, it also searches the default directories. If it finds a key in one of the default directories, it trusts (and therefore can use) that key only if it has been signed by one of the keys in the trusted keys list.

For example, if your company’s law firm uses a PGP Corporate Signing Key (CSK), you can add this key as a trusted key. Then, if someone in your firm wants to send a message to someone at the law firm and the PGP Universal Server finds that person’s key, signed by the law firm’s CSK, in a default directory, then that key can be used by the server to securely send the message to the recipient at the law firm.

Trusted Certificates

PGP Universal Server can use S/MIME only if it has the root certificates from the CAs available to verify the client certificates. These CAs can be in your company or they can be an outside-managed CA, such as VeriSign.

PGP Universal Server Managing Trusted Keys and Certificates

PGP Universal Server comes with information on many public CAs already installed on the Trusted Keys and Certificates page. Only in-house CAs or new public CAs that issue user certificates need to be manually imported. You can inspect, export (save on your computer), or delete the root certificates at any time.

Trusted Certificates can be in any of the following formats: .cer, .crt, .pem and .p7b.

Adding a Trusted Key or Certificate

 To add a trusted key or certificate

1 On the Trusted Keys and Certificates page, click Add Trusted Key.

The Add Trusted Key dialog box appears.

2 Do one of the following:

 To import a trusted key saved in a file, click Browse and choose the

file on your system that contains the trusted key or certificate you want to add.

 To import a key in key block format, paste the key block of the trusted

key or certificate into the Import Key Block box (you need to copy the text of the trusted key or certificate first to paste it).

3 If desired, select any of the following:

 Trust key for verifying mail encryption keys. Enable this option to

trust the key or certificate added to verify signatures on keys from default keyservers.

 Trust key for verifying SSL/TLS certificates (only valid if

importing X.509 certificate). Enable this option to trust the X.509

certificate added to verify SSL/TLS certificates presented from remote SMTP/POP/IMAP mail servers.

 Trust key for verifying keyserver client certificates (only valid if

importing X.509 certificate). Enable this option to trust the X.509

certificate added to verify keyserver client authentication certificates.

4 Click Save.

Note: SSL v1.0 certificates are not supported.

PGP Universal Server - 3.0 Administrator’s Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Introduction

What is PGP Universal Server?

PGP Universal Server Product Family

Who Should Read This Guide

Common Criteria Environments

Improvements in this Version of PGP Universal Server

Using the PGP Universal Server with the Command Line

Symbols

Getting Assistance

Getting product information

Contact Information

The Big Picture

Important Terms

PGP Products

PGP Universal Server Concepts

PGP Universal Server Features

PGP Universal Server User Types

Installation Overview

Open Ports

TCP Ports

UDP Ports

Considering a Name for Your PGP Universal Server

Methods for Naming a PGP Universal Server

System Requirements

Logging In

The System Overview Page

Managing Alerts

Logging In For the First Time

Administrative Interface Map

Icons

Overview

Licensing Your Software

Manual and Automatic Licensing

Licensing a PGP Universal Server

Licensing the Mail Proxy Feature

Operating in Learn Mode

Purpose of Learn Mode

Checking the Logs

Managing Learn Mode

Managed Domains

About Managed Domains

Adding Managed Domains

Deleting Managed Domains

Understanding Keys

Choosing a Key Mode For Key Management

Adding PGP Desktop Solutions to Existing Gateway Email Environments

Changing Key Modes

How PGP Universal Server Uses Certificate Revocation Lists

Key Reconstruction Blocks

Managed Key Permissions

About Organization Keys

Organization Key

Inspecting the Organization Key

Regenerating the Organization Key

Importing an Organization Key

Organization Certificate

Inspecting the Organization Certificate

Exporting the Organization Certificate

Deleting the Organization Certificate

Generating the Organization Certificate

Importing the Organization Certificate

Additional Decryption Key (ADK)

Importing the ADK

Inspecting the ADK

Deleting the ADK

Verified Directory Key

Importing the Verified Directory Key

Inspecting the Verified Directory Key

Deleting the Verified Directory Key

Viewing Managed Keys

Managed Key Information

Email Addresses

Subkeys

Certificates

Permissions

Attributes