LogoSwissSign CLM
Configuration

Certificate Profiles

Configure the certificate profiles that define enrollment rules for each protocol.

A certificate profile defines the enrollment rules for a specific protocol — it connects a PKI connector to settings such as authorization mode, key types, renewal period, and certificate template constraints. Each protocol (EST, SCEP, ACME, WebRA) has its own set of profiles; a profile created for EST cannot be used for WebRA, and vice versa.

You must have at least one profile for a protocol before any client or user can enroll through it.

The two most common starting points are:

  • EST profiles — used by horizon-cli automation commands and direct EST enrollment.
  • WebRA profiles — used for manual certificate requests through the Horizon web interface.

SCEP and ACME profiles follow the same pattern with protocol-specific fields.

This guide covers the most common configuration options. Not all fields are documented here. For advanced configuration refer to the Evertrust Horizon documentation.

Prerequisites

Create an EST profile

In Horizon, go to Protocol > EST and click Add. The profile editor is split into tabs, described below.


EST Specific Configuration

EST profile specific configuration tab

This tab contains all settings specific to the EST protocol.

General

FieldDescription
NameUnique identifier for this profile. Referenced by automation policies and horizon-cli. Names cannot be changed after creation.
Display nameHuman-readable label shown in the UI. Can be changed later.
EnabledUncheck to disable enrollment on this profile without deleting it. Default: enabled.
PKI ConnectorThe connector that will issue certificates for requests against this profile.

Authorization mode

Controls how enrolling clients authenticate. Choose one:

ModeHow it worksUse when
AuthorizedClients authenticate with an API key (api_id / api_key).Unattended automation via horizon-cli.
ChallengeClients present a one-time password obtained from a Horizon operator via --challenge.One-off enrollments or environments without a service account.
x509Clients authenticate using an existing trusted certificate.Renewal by Proof of Possession — the client proves ownership of the certificate being renewed.
Auto-validationRequests are approved automatically without human review.Environments where the CA and template provide sufficient control.

Each mode requires selecting a CA for enrollment and optionally enables a whitelist to restrict which clients are accepted.

Renewal management

FieldDescription
Renewal periodHow far in advance of expiry the Horizon Client starts attempting renewal (e.g. 30 days).
Renewal CAs(Optional) Restrict which CAs may issue the renewed certificate.

Crypto Policy

FieldDescription
Decentralized enrollmentThe client generates the private key locally and submits a CSR. The private key never leaves the host. Always prefer this mode.
Centralized enrollmentHorizon generates the private key and returns the certificate and key as a PKCS#12 bundle. Only use this when key escrow is a hard requirement — it means the private key is generated and handled server-side.
Default Key TypeThe key type used when no key type is specified by the client, or when centralized enrollment is used and Horizon generates the key.
Authorized Key TypesRestricts which key types clients may submit. Leave empty to allow all. Common values: rsa-2048, rsa-4096, ec-secp256r1, ec-secp384r1.

Common Configuration

Common configuration tab

This tab contains settings shared across all profile types.

Constraints

Constraints restrict which values are accepted in certificate requests for this profile.

FieldDescription
Allowed email domainsA regex pattern that contact emails and RFC822 SANs must match. Applied to the domain part after @. Leave empty to allow any.
Allowed DNS domainsA regex pattern that DNS SAN values must match. Leave empty to allow any.

Workflow

Workflow tab

This tab configures authorization levels and approval flows for each certificate operation — who can request, approve, and act on certificates under this profile. Refer to the Evertrust Horizon documentation for details.


Template

Template tab

This tab defines the structure of the certificate's Subject DN, SANs, and extensions. It is optional — if left empty, CSRs are passed through to the PKI as-is.

When a template is defined, it constrains which fields are accepted and how they are filled. For each DN element or SAN you can set:

  • Mandatory — the field must be present in the request.
  • Editable by requester / approver — whether the value can be overridden at request time.
  • Default value — a fixed value applied if the requester does not supply one.
  • Regex — a pattern the submitted value must match.
  • Computation rule — a dynamic expression that sets the value, overriding requester input.

When a template is defined, at least one mandatory Common Name must be included in the Subject DN. Any CSR field not covered by the template is rejected.

For public TLS certificates, we recommend the following settings:

SectionElementEnableMandatoryEditable by requesterMaximum
Subject DN compositionCNYesYesYes—
SANs compositionDNSYes—Yes1 for single-domain certificates, otherwise unrestricted

Metadata

Metadata tab

This tab controls how organizational metadata is attached to certificates issued under this profile.

Labels

Labels are custom key-value tags attached to each certificate. Define which labels appear on the request form, which are mandatory, and whether requesters or approvers can set or change them. Useful for tracking ownership, environment (prod, staging), or any classification your organization needs.

Ownership policy

Determines who owns certificates under this profile and how that ownership is recorded.

FieldDescription
OwnerThe individual responsible for the certificate. Configure whether it is mandatory and who can set it.
Contact emailA notification address tied to the certificate, used for expiry alerts. Configure whether it is mandatory and who can set it.
TeamAssociates the certificate with a Horizon team for shared visibility and access. Configure whether it is mandatory and who can set it.

Notifications / Triggers

Notifications tab

This tab wires notification triggers to certificate and request lifecycle events.

Certificate lifecycle notifications fire when a certificate is enrolled, renewed, revoked, or nearing expiry.

Request lifecycle notifications fire at each stage of the approval workflow — when a request is submitted, pending approval, approved, or cancelled. Use these to alert approvers when action is required, or to confirm outcomes to requesters.

Select a pre-existing email, REST, or groupware notification for each event you want to cover.


Reference the profile

After saving, the EST profile name is referenced in an automation policy. See Automation Policies for the next step.

Other protocol profiles

Each protocol requires its own profile. The prerequisite is always the same — a compatible PKI connector — and the creation steps follow the same tab structure.

ProtocolNavigate toUsed by
WebRAProtocol > WebRAManual certificate requests in the Horizon web interface
SCEPProtocol > SCEPSCEP-capable devices and MDM systems
ACMEProtocol > ACMEACME clients (e.g. certbot, cert-manager)

To reuse an existing profile as a starting point, open the profile list and click Duplicate next to any profile. This creates a copy with all settings preserved, which you can then rename and adjust.

On this page