Knowledge Base

How to Generate a Certificate Signing Request (CSR) and Obtain a Certificate in PFX Format for SMIME In Windows?

 
 

Overview 

By the end of this article, a Windows user will have an S/MIME email certificate installed in the local certificate store and configured in Microsoft Outlook for signing and encryption. The procedure covers seven steps: generate a Certificate Signing Request (CSR) using Windows Certificate Manager; submit the CSR to the Sectigo Certificate Authority (CA) through the Sectigo portal; complete email verification; collect the issued certificate in Public Key Cryptography Standard #7 (PKCS#7) format; import the certificate into Windows Certificate Manager; export the keypair as a Personal Information Exchange (PFX) file; and configure Microsoft Outlook to use the certificate for Secure/Multipurpose Internet Mail Extensions (S/MIME) signing and encryption. 

What is an S/MIME certificate? 

Secure/Multipurpose Internet Mail Extensions (S/MIME) is the email industry standard for digitally signing and encrypting messages between mail clients. An S/MIME certificate binds the sender’s email address to a public/private key pair issued by a trusted Certificate Authority (CA) such as Sectigo. The certificate proves the sender’s identity to recipients, protects message integrity through a digital signature, and — when the recipient also holds an S/MIME certificate — encrypts the message body so that only the intended recipient can read it. On Windows, the certificate is stored as a Personal Information Exchange (PFX) file that bundles the certificate and the private key into a single password-protected container. 

Prerequisites 

Gather the following before starting the procedure: 

  • A Windows workstation with administrator access to run Windows Certificate Manager (certmgr.msc). 
  • Microsoft Outlook 2016 or later installed and configured with the email account the certificate will protect. 
  • An active internet connection and access to the Sectigo portal (store.sectigo.com). 
  • An active Sectigo S/MIME (email) certificate order with the order number on hand. 
  • Access to the inbox of the email address that will appear in the certificate, so the verification email can be opened. 
  • Notepad or another plain-text editor to copy the CSR contents. 

Steps 

Step 1 — Generate the Certificate Signing Request (CSR) 

Open Windows Certificate Manager and create a new CSR for the email address that the certificate will protect. The short procedure below summarizes the workflow; the linked Sectigo Knowledge Base article contains the full screen-by-screen walkthrough. 

  • Press Windows + R, type certmgr.msc, and press Enter to open Windows Certificate Manager. 
  • In Certificate Manager, right-click Personal, choose All Tasks, then Advanced Operations, then Create Custom Request. 
  • Select Proceed without enrollment policy and click Next. 
  • Choose (No template) Legacy key as the template, set the request format to PKCS #10, and click Next. 
  • Expand Details, click Properties, and on the Subject tab add a Common Name (your email address) and an E-mail attribute. 
  • On the Private Key tab, set the key size to 2048 bits and mark the key as exportable. 
  • Click OK, then Next, save the CSR as a Base 64 file (.csr or .txt), and finish the wizard. 

For the full walkthrough, see: CSR Generation for E-Mail (S/MIME) Certificates Using Windows Certificate Manager 

Step 2 — Submit the CSR to the Sectigo portal 

Submit the CSR to Sectigo to request the email certificate: 

  • Open the saved CSR file in Notepad and copy the entire contents, including the BEGIN CERTIFICATE REQUEST and END CERTIFICATE REQUEST lines. 
  • Click My Products and Services in the top navigation. 


Sectigo portal account dashboard showing the My Products andSectigo portal account dashboard showing the My Products and Services navigation area with the customer's certificate orders.  

Image 1 — My Products and Services dashboard inside the Sectigo portal. 

Under Sectigo products, select Signing certificates to locate your S/MIME email certificate order, then click Set up on that order to begin CSR submission. 

  • On the next page, enter the Contact Email Address — use the same email address that the certificate will protect. 

Sectigo portal CSR submission form titled Provide contact inSectigo portal CSR submission form titled Provide contact information, with a Contact Email field and a multi-line text box for pasting the CSR between BEGIN CERTIFICATE REQUEST and END CERTIFICATE REQUEST markers.  

Image 2 — CSR submission form on the Sectigo portal. 

  • Paste the full CSR contents into the designated text box. 
  • Review the details on the confirmation screen, then click Submit to complete the setup. 

Sectigo portal review screen titled Check your information tSectigo portal review screen titled Check your information that summarizes the contact email and CSR before final submission of the S/MIME certificate request.  

Image 3 — Review and Complete screen on the Sectigo portal. 

Step 3 — Verify the email address 

After the CSR is submitted, Sectigo sends a verification email to the contact email address you entered. Complete the email verification to authorize issuance: 

  • Open the verification email from Sectigo in the inbox of the contact email address. 
  • Click the verification link in the email body. The link opens a Sectigo verification page. 
  • Enter the verification code shown in the email into the page and submit it to complete the verification. 

Sectigo verification email displaying a verification link anSectigo verification email displaying a verification link and a one-time verification code for the email address.  

Image 4 — Sectigo email verification message with the verification link and code. 

Sectigo verification web page where the user pastes the veriSectigo verification web page where the user pastes the verification code from the email to confirm ownership of the email address.  

Image 5 — Verification page where the verification code is entered. 

Step 4 — Collect the issued certificate 

Once verification is complete, Sectigo sends a certificate collection email. Download the issued certificate in Public Key Cryptography Standard #7 (PKCS#7) format — a container that includes the issued certificate together with the Sectigo intermediate chain: 

  • Open the collection email from Sectigo. 
  • Click the collection link to open the Sectigo download page. 
  • Choose the PKCS#7 (.p7b) download option and save the file to your Downloads folder. 

Sectigo collection email containing the certificate downloadSectigo collection email containing the certificate download link and instructions for retrieving the issued S/MIME certificate.  

Image 6 — Certificate collection email from Sectigo. 

Sectigo certificate download page offering the issued S/MIMESectigo certificate download page offering the issued S/MIME certificate in PKCS#7 format for download to the local workstation.  

Image 7 — Sectigo download page with the PKCS#7 collection option. 

Step 5 — Import the certificate into Windows Certificate Manager 

Import the downloaded PKCS#7 file into Windows Certificate Manager so that the certificate pairs with the private key created in Step 1. A short summary of the workflow follows; the linked article contains the full screen-by-screen walkthrough. 

  • Open Windows Certificate Manager (certmgr.msc). 
  • Right-click the Personal store, choose All Tasks, then Import. 
  • In the Certificate Import Wizard, browse to the downloaded PKCS#7 (.p7b) file and click Next. 
  • Select Place all certificates in the Personal store and click Next, then Finish. 
  • Confirm that the certificate appears under Personal > Certificates with a key icon, which indicates the private key is bound. 

For the full walkthrough, see: Import a Certificate to Windows Certificate Manager 

Step 6 — Export the certificate as a PFX file 

Export the certificate and its private key from Windows Certificate Manager into a single Personal Information Exchange (PFX) file. The PFX file is the portable backup that can be reimported on another machine or attached to other email clients. A short summary follows; the linked article contains the full walkthrough. 

  • In Certificate Manager, open Personal > Certificates and right-click the imported S/MIME certificate. 
  • Choose All Tasks > Export to launch the Certificate Export Wizard. 
  • Select Yes, export the private key. 
  • Keep the default Personal Information Exchange (.PFX) format with Include all certificates in the certification path if possible selected. 
  • Set a strong password to protect the PFX file, choose a save location, and finish the wizard. 

For the full walkthrough, see: Exporting the Certificate as a PFX File from Windows 

Step 7 — Configure Outlook to use the certificate for S/MIME 

Configure Microsoft Outlook to use the imported certificate to sign and (when supported) encrypt outgoing email. A short summary follows; the linked article contains the full walkthrough for Outlook 2016 and later. 

  • Open Outlook, then choose File > Options > Trust Center > Trust Center Settings. 
  • Select Email Security in the left pane. 
  • Under Encrypted email, click Settings to open the Change Security Settings dialog. 
  • Enter a Security Settings Name (for example, “My S/MIME profile”). 
  • Click Choose next to Signing Certificate and select the imported Sectigo certificate. Repeat for Encryption Certificate. 
  • Click OK on each dialog to save the profile. 
  • To sign individual messages, open a new message, choose Options on the ribbon, and click Sign. 

For the full walkthrough, see: How to Configure an Email (S/MIME) Certificate on Outlook 2016 

How to verify success 

Confirm the procedure completed correctly with the following checks: 

  • In Windows Certificate Manager (certmgr.msc), open Personal > Certificates and confirm the Sectigo S/MIME certificate is listed with a small key icon next to it — the key icon confirms the private key is bound and the certificate is usable for signing and decryption. 
  • Double-click the certificate. On the General tab, confirm the Issued to field shows the protected email address and that the certificate is marked as having a corresponding private key. 
  • Confirm the saved PFX file is accessible and can be reimported on a second machine using the password you set. 
  • In Outlook, compose a new test message to yourself, click Sign on the Options ribbon, and send it. The received message displays a red ribbon icon, indicating it is signed and the signature validates against your Sectigo certificate. 
  • Exchange a signed message with a colleague who also has an S/MIME certificate, then send an encrypted reply. Outlook displays a blue padlock icon on encrypted messages. 

 

Related Articles 

CSR Generation for E-Mail (S/MIME) Certificates Using Windows Certificate Manager 

Import a Certificate to Windows Certificate Manager 

Exporting the Certificate as a PFX File from Windows 

How to Configure an Email (S/MIME) Certificate on Outlook 2016 

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