Manage Self-Signed SSL Certificates

To generate a self-signed SSL Certificate, you must create a root certificate:

1. Go to Administration > Server Configuration > Create or import certificate tab, and enter the details as described below:

   Note:  If you have already created a root certificate, then you will only see options to import certificates.

   • Root CA expires after: Enter the expiry date. After this date, you must create a new Root CA to install on all user machines.

   • Root CA password: Enter a password (as per password standards). This is used to renew the SSL certificates.

   • Confirm password: Re-enter the password to confirm.

   • Reviewer url: Enter the DNS Domain Name server- The system that automatically translates internet addresses to the numeric machine addresses that computers use. name of the Reviewer server.

   • Reviewer https certificate expiration: Enter the expiry date. After this date, the https certificate will no longer be valid and must be renewed.

2. Click on Generate a self signed certificate. This will create the root and https certificate. ReviewerRootCA will be then stored in the Windows root certificate store.

The new self-signed certificate will now be displayed on the Administration > Server Configuration> Certificates tab (below).

To upload an SSL Certificate,

1. Locate a valid SSL certificate file (PKCS#12 format with a .pfx file extension).
2. Drag the SSL certificate file into the Upload your .pfx SSL certificate box.
3. Enter the password in the Password box if the SSL certificate (pfx file) is password protected.
4. Click Add Certificate.

The uploaded SSL certificate will now be displayed in the Administration > Server Configuration > Certificates tab (below).

All SSL certificates are displayed in the Administration > Server Configuration > Certificates tab. You can perform the following actions on any selected certificate.

• Download: Downloads the root certificate (ReviewerRootCA.pem). This file can be used to install the root certificate as a valid authority on any user machine.

• Delete: Deletes the certificate. If the selected certificate is currently being used by Reviewer, then it cannot be deleted.

• Select: Selected certificate is used and is displayed on the Server Configuration tab under Enable https > SSL Certificate.

• New: Creates a new certificate using the ReviewerRootCA as the certificate authority. The new certificate can be installed from the Administration > Install Server Certificate page.

This page allows you to create destination folders for saving scheduled reports and automatic prints (print at end of batch).

Note:  Only for authorized users (refer to your company's IT security procedures).

A user folder can be created on a

• shared location that can be easily accessed by multiple users, or
• locally on a users' machine

To create a user folder:

1. Go to Administration > Server Configuration > Users Folders tab.
2. Click New and enter the folder path.
3. Click Add.
   If the path is valid, a green tick will be displayed under the Status column. Otherwise, a red tick will be displayed.
   
4. Click Browse to view the folder details.
5. Click Cancel to exit.