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docs(debugging): trust self-signed SSL cert on end-user machines (KOB-51426) #497
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@@ -121,7 +121,16 @@ Once you have obtained the custom URL, create a `.mcp.json` file in your project | |
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| Replace `\https://api-custom-domain.kobiton.com/mcp` with the actual URL of your Kobiton MCP server. | ||
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| After creating the file, continue with either OAuth or API key authentication. | ||
| After creating the file, continue with either <<oauth-authentication,OAuth>> or <<api-key-authentication,API key authentication>> . For Standalone customer with self-signed SSL certificate, trust the certificate before authenticating. | ||
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| == Trust self-signed SSL certificate (Standalone/On-Prem only) | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Don't use slash terms as per Microsoft style. "On-Prem" is an internal-sounding term. Users will know this type as "Standalone". You could say something like "Standalone (on premises deployment)" if you think clarification is needed, but only once near the beginning. |
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| These steps are only necessary if the Standalone/On-Prem Portal uses a self-signed SSL certificate. Import the certificate on each end-user computer that runs Claude Code. | ||
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| include::debugging:partial$trust-self-signed-ssl-cert.adoc[] | ||
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| After importing the certificate, restart Claude Code before authenticating with the MCP server. | ||
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| [[oauth-authentication]] | ||
| === OAuth authentication (recommended) | ||
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@@ -136,7 +136,7 @@ For all files above, replace the default value of `url` with the custom MCP serv | |
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| == Install local plugin | ||
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| Run the commands in the table below in a command-line tool on your machine according to the AI platform. Replace `/path/to/automate` with the actual path to the `automate` or `automate-main` folder. | ||
| Run the commands in the table below in a command-line tool on your machine according to the AI Agent tool. Replace `/path/to/automate` with the actual path to the `automate` or `automate-main` folder. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Don't use "machine" to refer to a computer as per Microsoft style. I find this line confusing. |
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| [cols="1,2",options="header"] | ||
| |=== | ||
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@@ -189,6 +189,14 @@ Verify the URL of `kobiton` | |
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| |=== | ||
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| == Trust self-signed SSL certificate (Standalone/On-Prem only) | ||
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| These steps are only necessary if the Standalone/On-Prem Portal uses a self-signed SSL certificate. Import the certificate on each end-user computer that runs the AI Agent tool. | ||
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| include::debugging:partial$trust-self-signed-ssl-cert.adoc[] | ||
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| After importing the certificate, restart the AI Agent tool before authenticating with the MCP server. | ||
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| == Authenticate and use the plugin | ||
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| Refer to the respective AI assistance tool guide to authenticate and use the plugin. | ||
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@@ -2,7 +2,7 @@ | |
| :navtitle: Configure personal computer for Standalone Portal | ||
| :tabs-sync-option: | ||
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| Learn how to configure your personal computer for Standalone Portal with SSL, so you can debug local or private devices using virtualUSB. | ||
| Configure your personal computer to trust a Standalone/On-Prem Portal that uses a self-signed SSL certificate. Trusting the certificate is required to access the Portal Web and to use virtualUSB. | ||
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Why is this a "personal" computer? Shouldn't it be their org's computer? |
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| [#_before_you_start] | ||
| == Before you start | ||
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@@ -13,58 +13,8 @@ You'll need to complete the following: | |
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| == Trust self-signed SSL certificate (Standalone/On-Prem only) | ||
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| [NOTE] | ||
| These steps are only necessary if the Standalone/On-Prem portal uses a self-signed SSL certificate. | ||
| These steps are only necessary if the Standalone/On-Prem Portal uses a self-signed SSL certificate. Import the certificate on each end-user computer that runs virtualUSB. | ||
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| [tabs] | ||
| ==== | ||
| include::partial$trust-self-signed-ssl-cert.adoc[] | ||
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| macOS:: | ||
| + | ||
| -- | ||
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| Request the IT administrator of your organization for the SSL end-entity certificate. It should be a file named `ssl.crt`. Transfer the certificate file to the computer. | ||
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| Open the *Keychain Access* application. | ||
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| Open *Finder*, go to the location of the `ssl.crt` file, then drag and drop the file into the *Keychain Access* application. | ||
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| Double-click on the newly added certificate file. In the dialog, choose the Always Trust option from the dropdown list for the two fields: | ||
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| * *Secure Sockets Layer (SSL)* | ||
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| * *X.509 Basic Policy* | ||
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| image:macos-ssl-cert-trust.png[width=800,alt="The trust option for the imported certificate in keychain access with the 2 options set as Always Trust"] | ||
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| Close the dialog and enter the admin password of the user workstation to save the changes. | ||
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| -- | ||
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| Windows:: | ||
| + | ||
| -- | ||
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| Request the IT administrator of your organization for the root CA certificate that issued the SSL end-entity certificate. It should be a file named `root.crt` or `ca.crt`. Transfer the certificate file to the computer. | ||
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| On the Windows machine, double-click the file, then select *Install Certificate* on the *Certificate* window. | ||
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| image:windows-certificate-install.png[width=400,alt="The certificate information screen with an option to Install Cerficicate"] | ||
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| On the next screen, choose *Local Machine*. This requires administrators privileges. | ||
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| image:windows-certificate-install-store.png[width=400,alt="The Certificate Import Wizard with the Store Location set to Local Machine"] | ||
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| On the next screen, choose *Place all certificates in the following store*, then select *Browse*. | ||
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| image:windows-certificate-browse-store.png[width=400,alt="The Certificate Store selector with the option Place all certificates in the following store selected"] | ||
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| Choose *Trusted Root Certification Authorities*, then select *OK*. | ||
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| image:windows-certificate-trusted-root.png[width=400,alt="The Select Certificate Store screen with Trusted Root Certification Authorities selected"] | ||
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| Select *Next*, then *Finish*. The root CA certificate is now imported to the end-user workstation trust store. | ||
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| -- | ||
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| ==== | ||
| After importing the certificate, restart the virtualUSB application before authenticating with the Portal again. | ||
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| @@ -0,0 +1,65 @@ | ||
| // Steps to trust self-signed ssl cert for Standalone Portal | ||
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| Request the IT administrator of your organization for the root CA certificate that issued the SSL end-entity certificate. It is typically named `root.crt` or `ca.crt`. Transfer the certificate file to the computer, then follow the appropriate steps for your operating system. | ||
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| . | ||
| [tabs] | ||
| ==== | ||
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| macOS:: | ||
| + | ||
| -- | ||
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| Open the *Keychain Access* application. | ||
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| Open *Finder*, go to the location of the root CA certificate file, then drag and drop the file into the *Keychain Access* application. | ||
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| Double-click on the newly added certificate file. In the dialog, choose the Always Trust option from the dropdown list for the two fields: | ||
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| * *Secure Sockets Layer (SSL)* | ||
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| * *X.509 Basic Policy* | ||
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| image:debugging:macos-ssl-cert-trust.png[width=800,alt="The trust option for the imported certificate in keychain access with the 2 options set as Always Trust"] | ||
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| Close the dialog and enter the admin password of the user workstation to save the changes. | ||
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| -- | ||
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| Windows:: | ||
| + | ||
| -- | ||
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| On the Windows machine, double-click the file, then select *Install Certificate* on the *Certificate* window. | ||
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| image:debugging:windows-certificate-install.png[width=400,alt="The certificate information screen with an option to Install Cerficicate"] | ||
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| On the next screen, choose *Local Machine*. This requires administrators privileges. | ||
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| image:debugging:windows-certificate-install-store.png[width=400,alt="The Certificate Import Wizard with the Store Location set to Local Machine"] | ||
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| On the next screen, choose *Place all certificates in the following store*, then select *Browse*. | ||
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| image:debugging:windows-certificate-browse-store.png[width=400,alt="The Certificate Store selector with the option Place all certificates in the following store selected"] | ||
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| Choose *Trusted Root Certification Authorities*, then select *OK*. | ||
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| image:debugging:windows-certificate-trusted-root.png[width=400,alt="The Select Certificate Store screen with Trusted Root Certification Authorities selected"] | ||
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| Select *Next*, then *Finish*. The root CA certificate is now imported to the end-user workstation trust store. | ||
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| -- | ||
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| Linux:: | ||
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| -- | ||
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| Trust the certificate using the steps for your distribution: | ||
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| * Debian-based: copy the certificate to `/usr/local/share/ca-certificates` (create the directory if it does not exist), then run `update-ca-certificates` as root. | ||
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| * Arch or Fedora: copy the certificate to `/etc/ca-certificates/trust-source/anchors`, then run `update-ca-trust` as root. | ||
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| -- | ||
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| ==== |
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The brackets are unnecessary. Restore to plain text "OAuth or API key authentication".