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Merge pull request #110255 from kgremban/apr3-certfix
Clarify server certificate role in gateway scenario
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articles/iot-edge/how-to-create-transparent-gateway.md

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@@ -4,7 +4,7 @@ description: Use an Azure IoT Edge device as a transparent gateway that can proc
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author: kgremban
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manager: philmea
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ms.author: kgremban
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ms.date: 11/30/2019
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ms.date: 04/03/2020
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ms.topic: conceptual
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ms.service: iot-edge
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services: iot-edge
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2. The downstream device needs to have a device identity to be able to authenticate with IoT Hub, and know to communicate through its gateway device. For more information, see [Authenticate a downstream device to Azure IoT Hub](how-to-authenticate-downstream-device.md).
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3. The downstream device needs to connect to its gateway device securely. For more information, see [Connect a downstream device to an Azure IoT Edge gateway](how-to-connect-downstream-device.md).
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For a device to function as a gateway, it needs to be able to securely connect to its downstream devices. Azure IoT Edge allows you to use a public key infrastructure (PKI) to set up secure connections between devices. In this case, were allowing a downstream device to connect to an IoT Edge device acting as a transparent gateway. To maintain reasonable security, the downstream device should confirm the identity of the gateway device. This identity check prevents your devices from connecting to potentially malicious gateways.
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For a device to function as a gateway, it needs to be able to securely connect to its downstream devices. Azure IoT Edge allows you to use a public key infrastructure (PKI) to set up secure connections between devices. In this case, we're allowing a downstream device to connect to an IoT Edge device acting as a transparent gateway. To maintain reasonable security, the downstream device should confirm the identity of the gateway device. This identity check prevents your devices from connecting to potentially malicious gateways.
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A downstream device in a transparent gateway scenario can be any application or platform that has an identity created with the [Azure IoT Hub](https://docs.microsoft.com/azure/iot-hub) cloud service. In many cases, these applications use the [Azure IoT device SDK](../iot-hub/iot-hub-devguide-sdks.md). For all practical purposes, a downstream device could even be an application running on the IoT Edge gateway device itself. However, an IoT Edge device cannot be downstream of an IoT Edge gateway.
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>[!NOTE]
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>The term "root CA" used throughout this article refers to the topmost authority public certificate of the PKI certificate chain, and not necessarily the certificate root of a syndicated certificate authority. In many cases, it is actually an intermediate CA public certificate.
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The gateway presents its IoT Edge device CA certificate to the downstream device during the initiation of the connection. The downstream device checks to make sure the IoT Edge device CA certificate is signed by the root CA certificate. This process allows the downstream device to confirm that the gateway comes from a trusted source.
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The IoT Edge security daemon uses the IoT Edge device CA certificate to sign a workload CA certificate, which in turn signs a server certificate for IoT Edge hub. The gateway presents its server certificate to the downstream device during the initiation of the connection. The downstream device checks to make sure that the server certificate is part of a certificate chain that rolls up to the root CA certificate. This process allows the downstream device to confirm that the gateway comes from a trusted source. For more information, see [Understand how Azure IoT Edge uses certificates](iot-edge-certs.md).
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The following steps walk you through the process of creating the certificates and installing them in the right places on the gateway. You can use any machine to generate the certificates, and then copy them over to your IoT Edge device.
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Starting with the [v1.0.4 release](https://github.com/Azure/azure-iotedge/releases/tag/1.0.4) of the IoT Edge runtime, the gateway device and downstream devices connecting to it can be configured for extended offline operation.
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With this capability, local modules or downstream devices can re-authenticate with the IoT Edge device as needed and communicate with each other using messages and methods even when disconnected from the IoT hub. For more information, see [Understand extended offline capabilities for IoT Edge devices, modules, and child devices](offline-capabilities.md).
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With this capability, local modules or downstream devices can reauthenticate with the IoT Edge device as needed and communicate with each other using messages and methods even when disconnected from the IoT hub. For more information, see [Understand extended offline capabilities for IoT Edge devices, modules, and child devices](offline-capabilities.md).
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To enable extended offline capabilities, you establish a parent-child relationship between an IoT Edge gateway device and downstream devices that will connect to it. Those steps are explained in more detail in [Authenticate a downstream device to Azure IoT Hub](how-to-authenticate-downstream-device.md).
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