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→‎Create a Root Inclusion Case: Updating CCADB instructions
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== Create a Root Inclusion Case ==
== Create a Root Inclusion Case ==
'''UNDER REVISION'''
If your CA does not yet have access to the CCADB, then you may request access here:  
If your CA does not yet have access to the CCADB, then you may request access here:  
* https://ccadb.org/cas/request-access
* https://ccadb.org/cas/request-access
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#*Click on the 'My CA' tab
#*Click on the 'My CA' tab
#*Click on the 'CASES' tab under the CA Owner’s name, near the top left corner of the page
#*Click on the 'CASES' tab under the CA Owner’s name, near the top left corner of the page
#* Click on the 'NEW' button, which is on the right side of the page, below the 'GET URLs' button
#* Click on the 'New' button, which is on the right side of the page, below the 'Get URLs' button
#* Select 'CA Root Inclusion Request', and click on 'Next'
#* Select 'Add/Update Root Request', and click on 'Next'
#* Type in information for the 'Subject', e.g. Example CA New Root Certificates
#* Click on the 'Save' button.
#* Click on the 'Save' button.
#** 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.
#** There will be a green bar shown across the top of the page, which says “Case ###### was created. Click on the number in the list below (the same which was provided by green bar) to view the new Case.
#** Otherwise go back to the 'CASES' tab in 'My CA', and click on the number in the top row of the 'Case' column.
#** Otherwise, go back to the 'CASES' tab in 'My CA', and click on the number in the top row of the 'Case' column.
#The Instructions section and Case Progress bar towards the top of the page will indicate what you need to do.
#Items that need to be completed appear in five tabs in a row near the top - "CA OWNER" "AUDITS" "POLICY DOCUMENTS" "ROOT INFORMATION" and "TEST WEBSITES".  ("CASE PROGRESS" shows the status of each of the five tabs.)
#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).
#Click on the "ROOT INFORMATION" tab, then "Add/Select Root Certificates", and then "Add Root Certificate to the CCADB"
#* Otherwise click on the 'Edit' button, enter the [https://www.ccadb.org/cas/fields Auditor and Audit statement information], then click on the 'Save' button.
#Paste the PEM information for the Root Certificate in the box, click on "Validate PEM".
#If validation is successful, click on the “Create Root Certificate in CCADB” button.
#Fill in the data for the required fields for the root under the “ROOT INFORMATION” tab.
#Repeat this process for each of the Root Certificates that need to be added.
#Complete information required under the other tabs: "CA OWNER" "AUDITS" "POLICY DOCUMENTS", and if applicable, "TEST WEBSITES".
#When all requested information has been completed, click on the “Submit to Root Store” button
 
'''AUDITS'''
#* 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]
#* 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 ‘Save’
#* CCADB automatically converts WebTrust Seal URLs into PDF URLs when you click on ‘Save’
#* Note Mozilla's [[CA/Audit_Statements#Audit_Lifecycle|audit lifecycle requirements]]
#* Note Mozilla's [[CA/Audit_Statements#Audit_Lifecycle|audit lifecycle requirements]]#Be sure to select "Applicable Root Certificates" and click on the inverted triangle ("Edit") to select root certificates covered by the audit.
#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.
#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 appropriate boxes in the "Root Stores Applying To" column
#*For each root certificate to be considered in your request, check the appropriate boxes in the "Root Stores Applying To" column
#*For each root certificate to be considered in your request, check the boxes corresponding to the audit statements that apply.  
#*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.
#*Then click on the 'Apply Changes' button. This will create corresponding Root Cases.
'''POLICY DOCUMENTS'''
# Click on the 'Update Policy Documents' button to provide current CP/CPS information.
# Click on the 'Update Policy Documents' button to provide current CP/CPS information.
#* Click on the 'Help' button in the 'Add Policy Documents' page for instructions
#* Click on the 'Help' button in the 'Add Policy Documents' page for instructions
#* Update existing policy document information, or add new policy documents via the 'Add Policy Document' button
#* 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 checkmark to save each set of changes before clicking on the ‘Go Back’ button to return to the Case
'''TEST WEBSITES'''
#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 ‘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 'Test Websites Validation' button, resolve all failures, then click on 'Re-run Validation'
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