Migration to CERTInext CLM

Migration to CERTInext CLM focuses on centralizing certificate lifecycle management across the enterprise.

This includes moving from:

• Manual spreadsheets • Disconnected monitoring tools • CA-specific portals • Email-based renewal workflows

To a unified, automated lifecycle platform.

Common CLM Migration Drivers

• Certificate expiration outages • Lack of centralized visibility • Compliance audit failures • Shadow IT certificates • Multi-cloud complexity • DevOps automation needs

CLM Migration Scenarios

1. Spreadsheet-Based Tracking Replacement

Current State:

• Certificates tracked in Excel • Renewal reminders handled manually • No vulnerability monitoring

Migration Approach:

• Deploy Discovery Bots • Build centralized inventory • Classify by environment and ownership • Enable expiry alerts and dashboards • Activate automated renewal scheduling

Outcome:

• Zero manual tracking • Real-time visibility • Reduced outage risk

2. Tool Consolidation

Organizations may have separate tools for:

• Public certificates • Private PKI • Cloud certificates • Load balancer monitoring

Migration Strategy:

• Integrate all CAs using CA Connectors • Import or discover all certificates • Standardize reporting • Centralize renewal and provisioning policies

3. DevOps & Automation Enablement

Migration from manual certificate issuance to automated pipelines using:

• REST APIs • ACME • EST • SCEP • CMP

Implementation:

• Generate API credentials • Integrate with CI/CD tools • Automate CSR submission • Automate deployment through provisioning bots

This enables certificate-as-code operations.

4. Multi-Cloud & Hybrid Centralization

Modern enterprises operate across:

• On-prem servers • AWS • Azure • Kubernetes clusters • F5 and network devices

Migration Plan:

• Configure cloud connectors • Deploy bots in each environment • Standardize certificate policies • Enable unified reporting

CLM Migration Phases

Phase 1 – Discovery & Baseline

• Deploy Bots • Run full environment scan • Identify unmanaged certificates • Categorize by CA, type, and risk

Phase 2 – Governance Setup

• Define certificate policies • Configure renewal thresholds • Define approval workflows • Map ownership and tagging

Phase 3 – Automation Enablement

• Configure CA Connectors • Define provisioning targets • Enable renewal scheduling • Activate rollback mechanisms

Phase 4 – Integration

• Enable API-based automation • Integrate with DevOps pipelines • Configure alerting and dashboards

Phase 5 – Compliance & Optimization

• Enable vulnerability scanning • Enforce key rotation • Generate compliance reports • Audit lifecycle events

Risk Mitigation During Migration

• Avoid mass reissuance unless necessary • Migrate during renewal cycles • Pilot in non-production first • Maintain fallback deployment plan • Validate certificate pinning • Monitor DCV workflows carefully