Please make sure to follow the procedures for installing the Vertifi Certificate Authority Certificate prior to installing your Personal Certificate. Your institution's Local Security Administrator (LSA) can define you as an authorized representative and issue a Subscriber PIN.
Go to Vertifi's home page at www.vertifi.com, select Setup from the LOGIN menu, then choose the END USER CERTIFICATE tab. A Web Access Confirmation d ialog will open, similar to Figure 1.
Figure 1
This web page loads the Microsoft Certificate Enrollment control, which requires secure access to the users digital certificate store. Answer Yes to proceed. With the Certificate Enrollment Control running, you may now proceed with the installation.
Enter you certificate subscription credentials, including the 9 digit routing number of your financial institution, the 12 character certificate PIN received from your Local Security Administrator, and the "CAPTCHA" random code.
Figure 2
Enter your financial institution's 9-digit Routing Number. Then, enter your certificate PIN and random code (as described below) and click the CONTINUE button.
|
Field |
Description |
|
Certificate PIN |
Your LSA provided you with a 12-character alpha-numeric certificate PIN, in the form XXXX-YYYY-ZZZZ. Enter these three sets of alpha-numeric values into each of the three fields provided, entering four characters into each field. |
|
Random Code |
Enter the 5-character alpha-numeric Random Code exactly as it appears in the graphic to the right of the field. |
Configure your certificate properties.
Figure 3
Fill in the fields as follows:
|
Field |
Description |
|
User Name |
This field will display (only) the user name that matches the associated Routing Number and Certificate PIN entered in Step 1 above. If your name does not appear, contact your Local Security Administrator (LSA) to verify that your certificate PIN is accurate, or to request that you be setup and a certificate PIN generated. |
|
Email Address |
If your user name is displayed, the email address configured by your LSA will populate. You may modify the value if it is incorrect. |
|
Cryptographic Service Provider |
Unless instructed otherwise, select the default Microsoft Enhanced RSA and AES Cryptographic Provider. |
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Check this checkbox to establish an additional layer of security for the digital certificate. |
|
|
Certificate Exportable? |
Check this checkbox to indicate an exportable certificate. |
This step is optional. It enables a user to include an additional layer of security with the digital certificate. If this checkbox is selected, the user chooses the level of security to be used with the digital certificate: Medium or High.
Medium security means that the user will be prompted with a web access confirmation pop-up message when accessing the secure pages of Ease-Link and VCP. This is the default setting for this option.
High security means that the user can secure the certificate with a password. If this password option is selected, once the user is prompted for and validates his/her digital certificate, he/she must then enter this password prior to gaining access to the secure pages of Ease-Link and VCP.
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NOTE: 
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Passwords must be established when the digital certificate is installed; a password cannot be added to the digital certificate at a later time. This would require a new digital certificate to be installed enabling this feature. |
Review the Terms & Conditions by clicking on the link. Once you've read this, place a check mark next to the I accept the Terms & Conditions for Use of Digital Certificates field.
Click the CREATE AND DOWNLOAD CERTIFICATE button to complete the subscription.
A certificate will be created and a Certificate Installed message will be displayed, similar to Figure 4.
Figure 4
You can now begin using your Vertifi digital certificate.