The Notes installer requires that all features and plug-ins in the install kit be signed and timestamped.

Sign new features and plug-ins in preparation for install and update using a code signing certificate obtained from a certification authority. When signed and properly resident in the install kit, the features can be installed if the code signing certificate is included in the kit keystore. If the code signing certificate is not a trusted file, you can modify the install signature verification policy to allow for installing signed but untrusted content.

Note Features and plug-ins being installed as part of Notes install or upgrade must be signed. Features and plug-ins being deployed to an existing Notes install, for example using a widget, should be signed by a trusted certifier.

Administrative trust defaults can be pushed to clients using Domino policy settings in the "Administrative trust defaults" section on the security policy document's Keys and Certificates tab. Use this policy option to specify your specific administrative trust defaults for use during either Notes install or upgrade or client plug-in deployment to an existing Notes installation.

Note Time stamping certificates can be added to signed plug-ins to ensure the long-term validity of plug-in signatures. You can use security policy settings to ignore the expiration dates of time stamping certificates that are valid at the time of plug-in signing. With this approach, users are not hindered during use or installation of signed plug-ins when time stamping certificates expire. For information, see "User and server configuration - Policies - Creating policies" - "Configuring for signed plugins" and "Creating a security policy settings document."

Signing your custom or third-party features and plug-ins accomplishes the following:

• Allows you to dictate the policy settings to determine what kind of signed/unsigned content can be downloaded from an allowed Eclipse update site
• Enables you to install the feature as part of Notes installation or upgrade
• Avoids users being prompted to trust deployed features or plug-ins
• Allows you to modify the default policy used by the signature verification code at install and update time by using IBM® Lotus® Domino® policy or by setting preferences in the PLUGIN_CUSTOMIZATION.INI file in the install kit
• Based on administrator settings, allows users to make trust decisions based on the certificate details

Features are checked for trust during install and update provisioning. If Notes is already installed, features are checked during runtime provisioning.

• Install and update provisioning

  The Notes installer installs and initially provisions new or updated features from the install kit's update site UPDATESITE.ZIP. During this initial provisioning, trust is based on the Java keystore file in the Notes install kit's "deploy" directory. There is no user interface for trust prompting during Notes install; all install features must be signed by a trusted signer.

  Note When you run a Notes client kit installation, the Java key store is copied to notes\framework\rcp\deploy\.keystore.JCEKS.IBM_J9_VM.install This keystore contains the IBM code signing certificate used during install.

  The items in the Notes install kit's update site zip file (updateSite.zip) must be signed, including custom or third-party feature and plug-in JAR files. The provisioning process seeks to verify the signature. This allows administrators and users to control and validate the signed code being downloaded to the client.

• Runtime provisioning

  If Notes is running, provisioning can be initiated manually by the user or programmatically based on a scheduled criteria or other provisioning mechanism, such as that used by the widget provisioning process. During runtime provisioning, a combination of the Notes keystore and the user's personal name and address book (NAB) determines trust for the features and plug-ins being deployed.

  Note When you run a Notes client kit installation, the Java key store is copied to notes\framework\rcp\deploy\.keystore.JCEKS.IBM_J9_VM.install (on the Mac OS X platform, this is .keystore.JCEKS.Java_HotSpot™_Client_VM.install). This keystore contains the IBM code signing certificate used during install. However, during runtime provisioning, Notes uses an additional trust store in the user's Contacts application (names.nsf). The Advanced/Certificate view of the user's Contacts application contains certificates that are used during runtime provisioning to determine trust. Trust certificates can be copied to the Advanced/Certificate view of the Contacts application using the Administrative trust defaults section of security policy or while the user is provisioning he can select "Install this plug-in and add the signer to my list of trusted signers." Ideally, you should configure trust settings such that users never receive trust prompts. Push trust certificates to the user's Contacts application using policy, or the alternative deploy.nsf if you would prefer not to use policy, so that deployed features and plug-ins are installed without trust prompts.

  Note For more information, see "Customizing an install kit to set certifier and trust defaults."

  If you have digitally signed the features to install or update, the provisioning system does the following:

  • Displays errors about untrusted content as a post-install summary
  • Provides a consistent user interface for handling trusted and untrusted content during runtime provisioning based on policy settings
  • Makes trust decisions based on managed policy settings so that you can override default settings and manage policy settings from a server

Signing and adding new features to the kit

Use this procedure to sign the new custom or third-party feature and plug-in JAR files and add the feature to the Notes install kit.

This procedure assumes that you have built or the obtained JAR files for new custom or third-party features and plug-ins for use in an Eclipse update site. Use the JRE's JarSigner tool, Eclipse, or other third-party tool. See the Lotus Expeditor wiki for information about creating valid features and plug-ins.

Note For related information see "How to add a certificate to the Lotus Notes 8 installation media kit file using keytool.exe" in Lotus Notes Support.

1. Set the JAVA_HOME directory environment variable, on the machine(s) on which you'll be installing Notes, to point to the JDK folder under which the keytool resides. A sample command line is shown below. In this example the needed bin\keytool would be resident in the indicated JAVA_HOME variable's directory.

set JAVA_HOME=C:\sign-plugin\abx\java\jdk1.5.0_05

%JAVA_HOME%\bin\keytool -genkey -dname "cn=Bob, ou=Sales, o=foo, c=US"
-alias "my self signed cert" -keypass mypassword -keystore
C:\sign-plugin\abx\mykeystore -storepass password -keyalg "RSA" -validity
360

%JAVA_HOME%\bin\keytool -list -v -alias "my self signed cert" -keystore
C:\sign-plugin\abx\mykeystore -storepass password

%JAVA_HOME%\bin\jarsigner -verbose -keystore C:\sign-plugin\abx\mykeystore
-storepass password -keypass mypassword
C:\sign-plugin\abx\mytestUpdatesite\features\com.ibm.sign.demo.feature_1.0.
0.jar "my self signed cert"

%JAVA_HOME%\bin\jarsigner -verbose -keystore C:\sign-plugin\abx\mykeystore
-storepass password -keypass mypassword
C:\sign-plugin\abx\mytestUpdatesite\plugins\com.ibm.sign.demo_1.0.0.jar
"my self signed cert"

<?xml version="1.0" encoding="ISO-8859-1"?>
<ibm-portal-composite>
<domain-object name="com.ibm.rcp.installmanifest">
<object-data>
  <install version="8.0.0.20081211.1925">
<!-- add this sample installfeature snippet to the end of the manifest, before the </install> line -->
<installfeature default="false" description="My hello world feature"
id="test" name="Test" required="false" show="true" version="1.0.0">
       <requirements>
                       <feature download-size="222"
id="com.ibm.sign.demo.feature" match="perfect" shared="true" size="199"
url="jar:${installer.root}/updateSite.zip!/" version="1.0.0"/>
       </requirements>
</installfeature>

<!-- end of addition -->

  </install>
</object-data>
</domain-object>
</ibm-portal-composite>

Note This step is also described in the following topics: "Customizing the Notes install kit to add or remove Eclipse features" and "Adding new features to the Notes install kit using a supplied tool."

1. Extract the Notes install kit's updatesite.zip to c:\updatesite. This yields a features folder, plugins folder, and site.xml file.
2. Copy your signed features and plugins JAR files to the unzipped updatesite's features and plugins folders respectively.
3. Update the unzipped updatesite's site.xml file to reflect the new feature. A sample entry is shown:
<feature url="features/com.ibm.sign.demo.feature_1.0.0.jar"
id="com.ibm.sign.demo.feature" version="1.0.0"/>
1. Zip the modified updatesite folder.
2. Copy the modified updatesite.zip file to the Notes install kit, to replace the original, supplied updatesite.zip with the one you have just modified.

%JAVA_HOME%\bin\keytool -export -alias "my self signed cert" -file
myselfsignedcert.cer -keystore C:\sign-plugin\abx\mykeystore -storepass
password

%JAVA_HOME%\bin\keytool.exe -import -keystore
"C:\sign-plugin\abx\AllClient.msi.w32\deploy\.keystore.JCEKS.IBM_J9_VM.inst
all" -storetype JCEKS -alias "my self signed cert" -file
myselfsignedcert.cer -storepass ""

%JAVA_HOME%\bin\keytool.exe -list -v -keystore "C:\sign-plugin\abx\AllClient.msi.w32\deploy\.keystore.JCEKS.IBM_J9_VM.install" -storetype JCEKS -alias "my self signed cert" -storepass ""

• Use the Domino Administrator to set the default signature verification policies to be used by the Notes client using the Security Settings - Signed Plugin page.

  Note Domino policy takes precedent over settings in the install kit's deploy\plugin_customization.ini file. Domino policy does not affect the initial install.

• If you are using a deploy.nsf on the Notes client to set trust, Notes will read that application at startup to determine trust settings for the session. However, if you have used the Keys and Certificates tab on the Security policy dialog to push administrative trust defaults, those settings are used and the user's deploy.nsf is ignored.
• Deploy or make available to users, the install kit, including the keystore that you updated in the install kit's deploy directory.

Using Domino policy to set or verify trust
Using Eclipse preferences to verify trust
Managing client plug-in deployment
Client feature deployment
Customizing Notes using a plugin_customization.ini file
Creating a security policy settings document
Eclipse files and folders in the install kit
Customizing the Notes install kit
Adding new features to the Notes install kit using a supplied tool
Deploying client plug-ins with widgets and the widget catalog
Lotus Support
Lotus Notes and Domino Wiki
"How to add a certificate to the Lotus Notes 8 installation media kit file using keytool.exe" on Lotus Support

Glossary