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October 2006

Introducing Microsoft Certificate Lifecycle Manager

Add advanced certificate and smart card management capabilities to your Windows PKI
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The CLM installation wizard extends the AD schema with a set of CLM-specific objects and attributes. CLM uses these AD objects to store the CLM certificate and smart card profile information. CLM profiles contain the management policies that are linked to a given certificate or smart card type. These policies include the enrollment, recovery, renewal, revocation, disabling, unblocking (for smart cards only), and duplication (for smart cards only) policies. You define CLM profiles, their properties, and their related management policies in the Edit Profile Template interface (shown in Figure 4), which you access through the Administration\Manage profile templates option in the CLM management interface.

CLM also leverages AD to store CLM user and administrator data and to define CLM administrative delegation. For the latter purpose, the CLM installation wizard extends the AD authorization model by adding the following CLM-specific permissions to AD: CLMS Audit, CLMS Request Enroll, CLMS Enrollment Agent, CLMS Request Recover, CLMS Request Renew, CLMS Request Revoke, CLMS Request Unblock Smart Card, and CLMS Enroll.

You can use these CLM-specific permissions to define how users and groups can interact with the CLM system. For example, you can specify that a particular user can initiate a certificate request to the CLM system or that a particular administrator can request the CLM system to revoke a certificate.

The CLM-specific permissions can be set on AD user, group, and CLM profile objects by using the classic AD management tools. Figure 5 shows how you can give an AD user CLM-specific permissions from the MMC Active Directory Users and Computers snap-in. To give a user permission to enroll for a particular CLM certificate or smart card type, you must set permissions on the corresponding CLM profile object. You can do this from the Services\Public Key Services\Profile Templates node in the MMC Active Directory Sites and Services snap-in, as Figure 6 shows.

CLM can interface with the smart cards, smart card readers, and USB tokens from various vendors. To let CLM and Windows interoperate with a particular smart card, the vendor must make available a Windows CryptoAPI-compliant Cryptographic Service Provider (CSP) software module. This CSP must also be deployed on all Windows machines (both clients and servers) on which smart cards, USB tokens, and CLM will be used. You can find a list of preferred Microsoft CLM smart card vendors at http://www.microsoft.com/windowsserversystem/clm/partners.mspx.

As previously mentioned, CLM-integrated management of smart cards or USB tokens in an AD environment also requires the installation of CLM client software, which comes with the CLM server distribution package. Included in the CLM client is a tool that lets users reset their smart card or USB token PIN without administrator intervention.

Focus on Identity
CLM is another proof of how Microsoft is gradually becoming an important identity management solution player. Over the last few years, the company has been ramping up in the identity space by extending the reach of the identity management services that are bundled with its OS platforms. Microsoft now offers identity management solutions that can cover non-Microsoft platforms and applications: Good examples are the Microsoft provisioning solution (the aforementioned MIIS), UNIX integration services (Services for UNIX—SFU—and Windows 2003 R2), and last but not least, Microsoft's PKI solution (bundled with Win2K and Windows 2003) and CLM. You can find more information about CLM at http://www.microsoft.com/windowsserversystem/clm/default.mspx.

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