CA/Information Checklist: Difference between revisions

CA/Information Checklist (view source)

Revision as of 18:49, 7 December 2020

506 bytes added , 7 December 2020

Updated instructions to match the new interface

Kathleen Wilson

Confirmed users, Administrators

5,526

edits

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 If your CA currently has access to the CCADB, then enter your information directly as described below. <br />
-Note: The process for creating a Root Inclusion Case is very similar to the process shown in the [https://www.ccadb.org/cas/updates#instructions video about creating an Audit Case].
+Note: The process for creating a Root Inclusion Case is very similar to the process for [https://www.ccadb.org/cas/updates#instructions creating an Audit Case].
 # [https://ccadb.org/cas/getting-started Login to the CCADB.]
 #Create a [https://ccadb-public.secure.force.com/mozilla/PrintViewForCase?CaseNumber=00000341 Root Inclusion Case] in the CCADB - one Case per set of audit statements. (One Root Inclusion Case may consist of multiple roots, if they are covered by the same audit statement.)
 #*Click on the 'My CA' tab
-#*Scroll down to the 'Cases' section
+#*Click on the 'CASES' tab under the CA Owner’s name, near the top left corner of the page
-#*Click on the 'New Case' button, and '''select "CA Root Inclusion Request"'''
+#* Click on the 'NEW' button, which is on the right side of the page, below the 'GET URLs' button
-#Click on the 'Submit' button to create the new Root Inclusion Case.
+#* Select 'CA Root Inclusion Request', and click on 'Next'
-#*For our use, the 'Submit' button is the ‘Save’ button. (Salesforce doesn’t currently let us change the name of this particular button.)
+#* Click on the 'Save' button.
-#*You may click on 'Edit' and 'Submit' as many times as you need to get all of your information entered.
+#** There will be a green bar shown across the top of the page, which says “Case ###### was created. Click on the number in that green bar to view the new Case.
-#Click on the 'Copy Audit Info' button, to copy data from a root certificate already in the CCADB (if applicable).
+#** Otherwise go back to the 'CASES' tab in 'My CA', and click on the number in the top row of the 'Case' column.
-#* Otherwise click on the 'Edit' button, enter the Auditor and Audit statement information, then click on the 'Submit' button.
+#The Instructions section and Case Progress bar towards the top of the page will indicate what you need to do.
+#Click on the 'Copy Audit Info' button (which may be in the button overflow – upside down triangle), to copy data from a root certificate already in the CCADB (if applicable).
+#* Otherwise click on the 'Edit' button, enter the Auditor and Audit statement information, then click on the 'Save' button.
 #* Audit statements must meet the requirements listed in [https://www.ccadb.org/policy#51-audit-statement-content section 5.1 of the Common CCADB Policy]
-#* CCADB automatically converts WebTrust Seal URLs into PDF URLs when you click on ‘Submit’
+#* CCADB automatically converts WebTrust Seal URLs into PDF URLs when you click on ‘Save’
-#Click on the 'Add/Update Root Cases' button to add each PEM for each new root certificate or to indicate which existing root certificates are part of this root inclusion or update request.
+#Click on the 'Add/Update Root Cases' button to add each [https://www.ccadb.org/cas/fields#pem-data PEM] for each new root certificate or to indicate which existing root certificates are part of this root inclusion or update request.
 #*For each root certificate to be considered in your request, check the boxes corresponding to the audit statements that apply. Then click on the 'Apply Changes' button. This will create corresponding Root Cases.
 # Click on the 'Update Policy Documents' button to provide current CP/CPS information.
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 #* Update existing policy document information, or add new policy documents via the 'Add Policy Document' button
 #* Click on the checkmark to save each set of changes before clicking on the ‘Go Back’ button to return to the Case
-#Click on the ‘Edit Test Websites’ button to enter the test websites for new root certificates if you are requesting the Websites (TLS/SSL) trust bit.
+#Click on the ‘Edit Test Websites’ button (which may be in the button overflow – upside down triangle) to enter the test websites for new root certificates if you are requesting the Websites (TLS/SSL) trust bit.
 #* Click on the 'Test Websites Validation' button, resolve all failures, then click on 'Re-run Validation'
-#Click on the ‘Audit Letter Validation [ALV]’ button, and work with your auditor to resolve all problems.
+#Click on the ‘Audit Letter Validation [ALV]’ button (which may be in the button overflow – upside down triangle), and work with your auditor to resolve all problems.
 #Fill in the remaining information in your Case and Root Cases. Fill in your responses for each field where there are "NEED" statements.
 #*Scroll down to the 'Mozilla Additional Requirements' section and click on the 'Print NEED Fields' to see where further information is needed.
-#Click on the 'Get URLs' button and copy the line that begins with “Mozilla Root Inclusion Case Information:” into a Comment in [[CA/Application_Instructions#Create_Root_Inclusion.2FUpdate_Request|your Bugzilla Bug]]. The line to copy and paste into the Bugzilla Bug looks like:
+#Click on the 'Get URLs' button (which may be in the button overflow – upside down triangle) and copy the line that begins with “Mozilla Root Inclusion Case Information:” into a Comment in [[CA/Application_Instructions#Create_Root_Inclusion.2FUpdate_Request|your Bugzilla Bug]]. The line to copy and paste into the Bugzilla Bug looks like:
 #*Mozilla Root Inclusion Case Information: https://ccadb-public.secure.force.com/mozilla/PrintViewForCase?CaseNumber=00000341
 #*This will trigger step 2 of Mozilla’s root inclusion process.