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Setting up Standard Encrypted Email

Standard Encrypted Email is a secure method of exchanging email with 'trusted' sources.  It requires that both parties share public security certificates by exchanging digitally signed messages. 

Requirements:.

  • Open Dental version 15.1 or greater.
  • You must have an email address.
  • The email address must be associated with an email security certificate.
  • The email certificate's public and private keys must be installed on each workstation that will receive encrypted email. 
  • Both sender and recipient must manually share public key certificates by exchanging digitally signed messages.
  1. Enter email settings in General Email Settings.
  2. Obtain an Email Security Certificate.
  3. Install Public and Private Keys on a Workstation.
  4. For each person you want to exchange encrypted email with, share public key certificates by sending digitally signed messages. 
    1. In Open Dental, send a clear text, unencrypted email that contains your public key to the person you want to send the encrypted email to.  You will know the email contains the public key if the Signed By field on the Edit Email Message window contains your email address.
    2. The recipient will open the unencrypted email and add your public key as a trusted source. In most email programs (e.g. Microsoft Outlook) there will be a notifcation in the email that the user can click to add a trusted source.
    3. The recipient will send you an email that has their public key (digital signature).
    4. In the Email Inbox, locate the sent message.  It will have an 'N' in the Sig column.  Click the 'N' to add the recipient's public key to the list of trusted sources on the workstation.

Now encrypted email can be exchanged with the recipient. 

The certificate cache is always checked when sending.  If a certificate expires, you will need to repeat the steps above with the recipient.

To receive encrypted email, security certificates for your email address must be installed on workstations that will receive the email.
To send encrypted email, the email recipient must have encrypted email set up and have shared their public key with you.

Trust of Security Certificates is computer-specific. If you send an email from the computer you use as your Email Inbox (Computer Name to Receive New Email From in General Email Settings), every time you send email, the recipient is added to your trusted list automatically. If you receive a message from an unknown recipient that is not in your trusted list, when you open email and decrypt a message, you will be prompted to add the recipient to your trusted list.

Direct messaging is a method of encrypted email that is intended to simplify the 'discovery' of public key certificates, but additional setup is required. See Setting up Direct Messaging.

How To
Send Email
Email Inbox / Receiving Messages

 

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