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INSTALLING Signing custom or third-party features and plug-ins for install and update
Eclipse plug-ins can be created and used to extend Notes® client functionality. Features and plug-ins are provisioned with the client software.
About this task
To simplify installation or deployment, sign your features and plug-ins.
CAUTION: 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. See the related topics for information on 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 a Domino administrative 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
When you install new custom or third-party features and plug-ins for Notes installation, you can add your own certificates to a keystore so that the signed features are trusted during install and update from the install kit. You can sign features and plug-ins either using the JarSigner tool included in the Java™ Development Kit (JDK) or a third-party tool, such as the Plugin Development Environment (PDE) in Eclipse. Certificates can be obtained from many of the well known certificate authorities (CA).
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: See the related topics for information on customizing an install kit for 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
If you are signing features and plug-ins that you'll deploy to users in some way other than in the Notes install kit, consider the following:
For more information, see Pushing certifier and trust settings using policy or a client install kit.
Using Eclipse preferences to verify trust
You can use the Notes install kit's deploy\plugin_customization.ini file to call a named keystore and instruct the installer how to respond to features and plug-ins that are expired or not yet valid, unsigned, or signed by an unrecognized certificate authority.
Using Domino policy to set or verify trust for client plug-ins
A JAR file is unsigned, not signed with a trusted certificate, or the certificate has either expired or is not yet valid. You can establish a policy for never installing these plug-ins, always installing them, or asking users to decide at the time the plug-in is installed. Features and plug-ins being installed as part of Notes install or upgrade must be signed.
Parent topic: Managing client plug-in deployment
Signing and adding new features to the kit
About this task
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.
Procedure
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. In the following sample command line, 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
2. Create a keystore, and generate the public/private key pair EclipseFeaturesAlias as well as a self-signed certificate associated with the private key of the pair. A sample command line is shown:
%JAVA_HOME%\bin\keytool -genkey -dname "cn=Bob, ou=Sales, o=foo, c=US" -alias EclipseFeaturesAlias -keypass privatekeypassword -keystore C:\sign-plugin\abx\mykeystore -storepass keystorepassword -keyalg "RSA" -validity 360
3. Display the certificate/key pair. A sample command line is shown:
%JAVA_HOME%\bin\keytool -list -v -alias EclipseFeaturesAlias -keystore C:\sign-plugin\abx\mykeystore -storepass keystorepassword
4. For the feature you'll be adding to the install kit, sign its updatesite JAR files (in the features folder and in the plugins folder) using the self-signed certificate/key pair. Sample command lines for signing JAR files in the features folder and plugins folder are shown:
%JAVA_HOME%\bin\jarsigner -verbose -keystore C:\sign-plugin\abx\mykeystore -storepass keystorepassword -keypass privatekeypassword C:\sign-plugin\abx\mytestUpdatesite\features\com.ibm.sign.demo.feature_1.0.0.jar EclipseFeaturesAlias
%JAVA_HOME%\bin\jarsigner -verbose -keystore C:\sign-plugin\abx\mykeystore-storepass keystorepassword -keypass privatekeypassword C:\sign-plugin\abx\mytestUpdatesite\plugins\com.ibm.sign.demo_1.0.0.jar EclipseFeaturesAlias
5. Update the install manifest (deploy\install.xml) in the Notes install kit. A snippet is shown (see Customizing the Notes install manifest for new or third-party Eclipse features for description of installfeature settings).
<?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.
6. Add the signed feature to the Notes install kit.
a. Extract the Notes install kit's updatesite.zip to c:\updatesite. This yields a features folder, plugins folder, and site.xml file.
b. Copy your signed features and plugins JAR files to the unzipped updatesite's features and plugins folders respectively.
c. 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"/>
d. Compress the modified updatesite folder.
e. 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.
7. Export a trust certificate that can authenticate your public key. A sample command line is shown:
%JAVA_HOME%\bin\keytool -export -alias EclipseFeaturesAlias -file EclipseFeaturesAlias.cer -keystore C:\sign-plugin\abx\mykeystore -storepass keystorepassword
8. Add the exported trust certificate to the Notes install kit keystore to enable trust for your public key at install. A sample command line is shown:
%JAVA_HOME%\bin\keytool.exe -import -keystore C:\sign-plugin\abx\AllClient.msi.w32\deploy\.keystore.JCEKS.IBM_J9_VM.install -storetype JCEKS -alias EclipseFeaturesAlias -file EclipseFeaturesAlias.cer -storepass ""
9. List the entries in the Notes install kit keystore. A sample command line is shown:
%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 EclipseFeaturesAlias -storepass ""
Related concepts
Using Domino policy to set or verify trust for client plug-ins
Using Eclipse preferences to verify trust
Managing client plug-in deployment
Client feature deployment
Customizing Notes using plugin_customization.ini
Related tasks
Customizing a Notes install kit to set certifier and trust defaults
Creating a security policy settings document
Adding and removing components from the Notes install kit using UpdateSiteMgr
Deploying client plug-ins with widgets and the widget catalog
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