How to use encrypted in the WECI scheme.

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1 How to use encrypted in the WECI scheme. Author: Ben Metcalfe. Intended Audience: Optometrists and practice-based system administrators. Date: 30 th March 2006 Introduction The PEARS scheme relies in part on secure exchanges of patient data. The process of setting up secure itself is reasonably simple. What is meant by a secure ? Secure in this sense means: Guaranteeing that only the sender and the addressee can read the contents of the , and both parties are sure of the other s identity. First you ll need a secure digital certificate. Think of it as an un-forgeable passport stamp that can set an electronic watermark in an ; or in combination with another person s certificate, disguise the s contents completely so that only the sender and addressee can read it. For watermark read digital signature. For disguise read encrypt. To take a generic example: Harriet sends Dave a first ; signed but not encrypted with her digital certificate. As a result of this digital signature, Dave knows that it really is Harriet sending him the first . Dave replies to Harriet with a second , signed and encrypted with his digital certificate. Dave s signature tells Harriet that he s genuinely the sender - and as a result of the encryption, only Harriet and Dave can read the second . The process of exchanging these first s automatically stores both digital certificates on each computer. These certificates are the two keys required to crack the new code, unique to Harriet and Dave. So from then on, secure (signed and encrypted) s can be sent between Harriet and Dave whenever they want to exchange sensitive information. How does this work in practice? (The simple bit). You, the optometrist, send an to the scheme administrator s address: pears@carmarthenlhb.wales.nhs.uk The is signed with your digital certificate. This is the first, signed-but-not-encrypted . Then the scheme administrator replies to you with a signed-and-encrypted . From this point on, you and the administrator can send each other secure, signed-and-encrypted s whenever you please. So, you both know the s aren t from forged addresses and no-one else can read the patient information in those s. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (1 of 40)30/03/ :02:01

2 Getting a digital certificate To actually get and install a digital certificate in the first place is a little more involved but you only have to do it once. Both Comodo and Thawte are trustworthy, free certificate providers. Comodo s procedure is the least long winded, but they require you to use Internet Explorer which may not be available on all computers, so: If you re using Windows XP or 2000, use Comodo or Thawte. If you re using Windows 98, an Apple Macintosh or a Linux machine, use Thawte. Certificate from Comodo / Instant SSL (Internet Explorer only) Click the link below to open the Free secure certificates web page: Make sure it opens using Microsoft s Internet Explorer. Click: Get your Free Secure Certificate now! (Internet Explorer only). A new page loads: Enter your name, address and country, then click Agree and Continue. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (2 of 40)30/03/ :02:01

3 A potential scripting violation warning message appears as expected, so click Yes to continue: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (3 of 40)30/03/ :02:01

4 The web page reports that your application has been successful: Wait for a few minutes and check the address you entered previously: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (4 of 40)30/03/ :02:01

5 An from Certificate customer services has arrived. Open it: It should look something like this: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (5 of 40)30/03/ :02:01

6 Click the button or open the link marked in pink above. I ve blanked out the password in this picture. A new Internet Explorer page appears: Enter your address and the Collection Password from the you just received, then click Submit and Continue. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (6 of 40)30/03/ :02:01

7 A new web page appears; attempting to collect and install your free certificate. After a few seconds, a warning message should pop up: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (7 of 40)30/03/ :02:01

8 Click Yes to continue Success! Click the following link: for instructions on using your newly-installed digital certificate in any of the following programs: Outlook Express 5 and 6, Outlook 98 and 2000, Outlook 2003, Mozilla Thunderbird. Remember: Sign the first message, sign and encrypt the second; as securely as you like from then on. Certificate from Thawte (All browsers, all platforms) Click the link below to open the Personal Certificates web page: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (8 of 40)30/03/ :02:01

9 Click Join at the top right. Read the Terms and Conditions if you like: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (9 of 40)30/03/ :02:01

10 file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (10 of 40)30/03/ :02:01

11 Click next. Enter your name, date of birth and nationality: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (11 of 40)30/03/ :02:01

12 Click next. Enter your address the one you ll use to send and receive the secure messages. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (12 of 40)30/03/ :02:01

13 Click next. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (13 of 40)30/03/ :02:01

14 Leave these settings as they are, and click next. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (14 of 40)30/03/ :02:01

15 file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (15 of 40)30/03/ :02:01

16 Enter and confirm your password (case sensitive, between 6 and 20 characters), then click next. Select or create any 5 password questions: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (16 of 40)30/03/ :02:01

17 Click next. Printing this page may well be a good idea Then click next. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (17 of 40)30/03/ :02:01

18 Click next once you ve checked everything through. You should get a message saying: Mail ping sent : file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (18 of 40)30/03/ :02:01

19 Close the window. Wait for a few minutes and check the address you just signed up with: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (19 of 40)30/03/ :02:01

20 A message should be waiting; open it: Open the URL in your web browser: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (20 of 40)30/03/ :02:01

21 and enter the probe and ping codes. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (21 of 40)30/03/ :02:01

22 Success! Click next. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (22 of 40)30/03/ :02:01

23 and enter your address (as user name) and the password you chose earlier. Click ok. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (23 of 40)30/03/ :02:01

24 Click request. And choose your program: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (24 of 40)30/03/ :02:01

25 Click request once you ve chosen. Then click next... file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (25 of 40)30/03/ :02:01

26 Select your address and click next again: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (26 of 40)30/03/ :02:01

27 Click next : file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (27 of 40)30/03/ :02:01

28 Click Accept, not configure unless you really know what you re doing here: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (28 of 40)30/03/ :02:01

29 Leave the default CSP selected, and click next. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (29 of 40)30/03/ :02:01

30 Finally we see the certificate warning message: Click ok. Leave the security level as-is, and click next. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (30 of 40)30/03/ :02:01

31 Read through the certificate description that pops up, and make sure it s accurate. This is your last chance to change anything: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (31 of 40)30/03/ :02:01

32 Scroll down file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (32 of 40)30/03/ :02:01

33 And click Finish if everything is correct. When the next page loads, click the red link here to open your account management pages. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (33 of 40)30/03/ :02:01

34 They should look something like this; note the pending status for your certificate: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (34 of 40)30/03/ :02:01

35 Check your after a few minutes you should see one from the Thawte Certificate Issuer : file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (35 of 40)30/03/ :02:01

36 If you kept the last web page open and refresh it now, you ll see that Status has changed from pending to issued. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (36 of 40)30/03/ :02:01

37 The contains a web-link to download your new certificate: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (37 of 40)30/03/ :02:01

38 The web page loads up with installation instructions: file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (38 of 40)30/03/ :02:01

39 Click Install Your Cert. Click yes to confirm the certificate installation is something you really want to do (You may have to click this 2 or 3 times) Success! The page is telling you where to find the certificate in Windows Internet Options, available from the control panel or MS Internet Explorer s Tools menu. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (39 of 40)30/03/ :02:01

40 Click the following link: for instructions on using your newly-installed digital certificate in any of the following programs: Outlook Express 5 and 6, Outlook 98 and 2000, Outlook 2003, Mozilla Thunderbird. Remember: Sign the first message, sign and encrypt the second; as securely as you like from then on. file:///c /Documents%20and%20Settings/Ben/Desktop/SMIME%20HOWTO/Digitial_security_SMIME%20setup.htm (40 of 40)30/03/ :02:01

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