Configuring certificate or smart card authentication in Rational Publishing Engine

You can generate documents from the RationalĀ® Publishing Engine desktop client by using a certificate (.p12) file or a smart card, which are more secure than logging in with a user name and password.

About this task

Although a certificate file and a smart card are different, they are both certificates that are used for authentication. Certificate authentication is more secure than BASIC and FORM-based authentication. Certificate authentication uses HTTP over SSL and authentication occurs by using a public key certificate that is issued by a trusted organization, which is known as a certificate authority.

There are several places in Rational Publishing Engine where you must enter authentication details. You can enter smart card or certificate authentication details in:

Authentication when adding a schema

When you add a schema in Document Studio, enter the authentication details for the smart card or digital certificate:

Procedure

  • If you choose SSL Certificate, enter the certificate path and password.
    New Schema wizard
  • If you choose Smart-Card, select the certificate and enter the password.

Setting authentication when configuring the data source

You can specify to use certificate or smart card authentication in Launcher:

Procedure

  1. In the Document Specification view, expand Templates > Data Sources.
  2. Right-click the data source and select Configure Data Source.
  3. For smart card authentication, select Smart-Card authentication as the authentication type and enter the password.
    Configure XML data source Smart Card
  4. For SSL Certificate authentication, select SSL Certificate authentication as the authentication type and browse to select the path to the SSL certificate. Enter the password if needed.
    Configure XML data source Smart Card

Setting authentication in the Properties view

You can also set authentication details in the Properties view for the data source. There are two properties associated with smart card or certificate authentication:

Procedure

  • SSL Certificate Path: The path to the certificate file.
  • Smart Card Certificate: The smart card certificate alias name.
    Properties of DNG module

Authentication when configuring or generating a document

You can enter smart card or SSL configuration details when you configure or generate a document.

Procedure

Configure document generation wizard

Authentication when discovering a schema

You can enter smart card or SSL configuration details when you discover a schema with the REST or REST V2 schema discovery wizards, when replacing a schema or template from an HTTP location, or when selecting a global configuration.

Procedure

Configure document generation wizard