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Remote/External Authentication

  • Before commencing remote authentication setup, make sure that the required Web services have been implemented and that the CAAS server is up and running.

Update Remote ACS Settings

System Management > ACS Settings > Authentication server: Remote (CAAS)

Configure CAAS Client Certificate

Security > CAAS Certificate

  • Click the Create Certificate Request link

  • On the CAAS Certificate Request page:

    • Enter the certificate details, as appropriate

    • Click the Apply button.

  • Certificate Request – Copy the certificate contents or click the Download button to save the certificate request.

Sign Certificate Request

  • Sign the Certificate Request using a Certificate Authority.

Install Certificate Request

Security > CAAS Certificate

  • Click the Install Certificate link

  • Use the Choose File button to locate and select the Signed Certificate file or click the Certificate content radio button and paste the Signed Certificate content.

  • Click the Apply button.

Upload CAAS CA Certificate

Security > CA Certificate

  • Click the Import CA Certificate link

  • Select CAAS client from the Provider drop down list

  • Click the Choose File button to locate and select the CA Certificate file

  • Click the Import button.

Configure CAAS Server

Servers > CAAS Servers

  • Click the Add CAAS Server link

  • On the Add CAAS Server page:

    • Enter CAAS URL of the CAAS server

    • Enter a value for CAAS Connection timeout

    • Enter a value for Maximum SMS request

    • Fill the remaining fields as appropriate

    • Click the Add button.

Check CAAS Status

Servers > CAAS Servers

  • Click the CAAS URL link

  • On the Edit CAAS Server page, click the Check CAAS Status link

  • On the Check CAAS Status page, ensure the message displayed indicates that CAAS is up and running.

Configure Remote Issuer

System Management > Issuer Management

  • Find the issuer and click the Issuer Name

  • If the issuer does not exist, refer to Section 4 - Issuer Group and Issuer Setup to configure issuer, license and BIN and then continue with the next step, otherwise click the Issuer Name link

  • On the Issuer Details page:

    • Set Authentication server to Remote (CAAS)

    • Select the URL of the CAAS Server from the drop down list

    • Click the Apply button.

Upload Remote Custom Pages

Issuers > Custom Pages

  • Select the Issuer or Group radio button and select from the drop down list

  • Click the Upload File link

  • Use the Choose File button to locate and upload the Authentication.zip file from the following path in ActiveAccess installation package: ActiveAccess/data/custompage/issuer/AnyBank_Remote

Note

You can customise the XSL pages as appropriate. Note that custom pages are different for local and remote issuers.

  • Click the Apply button.