There are three primary types of digital certificates: self-signed certificates, Windows PKI-generated certificates, and third-party certificates.
Self-Signed Certificates
When you install Exchange 2007, a self-signed certificate is automatically configured. A self-signed certificate is signed by the application that created it. The subject and the name of the certificate match. The issuer and the subject are defined on the certificate. A self-signed certificate will allow some client protocols to use SSL for their communications. Microsoft Exchange ActiveSync and Office Outlook Web Access can establish an SSL connection by using a self-signed certificate. Outlook Anywhere will not work with a self-signed certificate. Self-signed certificates must be manually copied to the trusted root certificate store on the client computer or mobile device. When a client connects to a server over SSL and the server presents a self-signed certificate, the client will be prompted to verify that the certificate was issued by a trusted authority. The client must explicitly trust the issuing authority. If the client continues, SSL communications can continue.
Frequently, small organizations decide not to use a third-party certificate or not to install their own PKI to issue their own certificates because of the expense, because their administrators lack the experience and knowledge to create their own certificate hierarchy, or for both reasons. The cost is minimal and the setup is simple when you use self-signed certificates. However, it is much more difficult to establish an infrastructure for certificate life-cycle management, renewal, trust management, and revocation when you use self-signed certificates.
Windows Public Key Infrastructure Certificates
The second type of certificate is a Windows PKI-generated certificate. A PKI is a system of digital certificates, certification authorities, and registration authorities (RAs) that verify and authenticate the validity of each party that is involved in an electronic transaction by using public key cryptography. When you implement a CA in an organization that uses Active Directory, you provide an infrastructure for certificate life-cycle management, renewal, trust management, and revocation. However, there is some additional cost involved in deploying servers and infrastructure to create and manage Windows PKI-generated certificates.
Certificate Services are required to deploy a Windows PKI and can be installed through Add Or Remove Programs in Control Panel. You can install Certificate Services on any server in the domain.
If you obtain certificates from a domain-joined Windows CA, you can use the CA to request or sign certificates to issue to your own servers or computers on your network. This enables you to use a PKI that resembles a third-party certificate vendor, but is less expensive. Although these PKI certificates cannot be deployed publicly, as other types of certificates can be, when a PKI CA signs the requestor's certificate by using the private key, the requestor is verified. The public key of this CA is part of the certificate. A server that has this certificate in the trusted root certificate store can use that public key to decrypt the requestor's certificate and authenticate the requestor.
The steps for deploying a PKI-generated certificate resemble those required for deploying a self-signed certificate. You must still install a copy of the trusted root certificate from the PKI to the trusted root certificate store of the computers or mobile devices that you want to be able to establish an SSL connection to Microsoft Exchange.
A Windows PKI enables organizations to publish their own certificates. Clients can request and receive certificates from a Windows PKI on the internal network. The Windows PKI can renew or revoke certificates.
For more information, see the following topics:
Trusted Third-Party Certificates
Third-party or commercial certificates are certificates that are generated by a third-party or commercial CA and then purchased for you to use on your network servers. One problem with self-signed and PKI-based certificates is that, because the certificate is not automatically trusted by the client computer or mobile device, you must make sure that you import the certificate into the trusted root certificate store on client computers and devices. Third-party or commercial certificates do not have this problem. Most commercial CA certificates are already trusted because the certificate already resides in the trusted root certificate store. Because the issuer is trusted, the certificate is also trusted. Using third-party certificates greatly simplifies deployment.
For larger organizations or organizations that must publicly deploy certificates, the best solution is to use a third-party or commercial certificate, even though there is a cost associated with the certificate. Commercial certificates may not be the best solution for small and medium-size organizations, and you might decide to use one of the other certificate options that are available.