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Safeguard for Privileged Passwords On Demand Hosted - User Guide

Introduction System requirements and versions Using the web client Getting started with the desktop client Using the desktop client Search box Privileged access requests About us

Launching the SSH client

Once an SSH session request becomes available, the requester can launch the SSH client to start the session. This is applicable for both the web client and desktop client user interfaces.

To launch the SSH client to begin your session then close your session

  1. If the User Supplied option is selected in the policy, you will be prompted to enter your user credentials. After entering the requested credentials, click Apply. This will retrieve the information (for example, Hostname Connection String) required to launch the SSH client.
  2. Click the Launch/Start SSH Session button associated with the asset name.

    NOTE: The Launch/Start SSH Session options are available only if enabled by user preferences.

    • In the web client, a session will launch if you have an application registered (ssh:// for SSH protocol).

    • In the desktop client, clicking Launch displays the PuTTY Configuration dialog. The required information is populated, click Open to launch the SSH client. If the required information is not populated in the PuTTY Configuration dialog, use the following buttons to copy and paste the information into the dialog:

      • Use the buttons to the right of the Hostname Connection String to perform the following tasks:

        • View: To view the hostname connection string.

        • Copy: To copy the value to your copy buffer, which can then be pasted into the Hostname field of the PuTTY Configuration dialog.

        • Help: To copy the value into the Hostname field of the PuTTY Configuration dialog.

      • Use the buttons to the right of the Password or SSH Key to perform the following tasks.

        • View: To view the password or SSH key.

        • Copy: To copy the password or SSH key to your copy buffer, which can then be pasted into the Password or SSH Key field of the PuTTY Configuration dialog.

        • Help: To copy the value into the Password or SSH Key field of the PuTTY Configuration dialog.

        • NOTE: The Password or SSH Key field only appears if the Include password release with session requests option (Access Config tab) is selected in the entitlement's access request policy.

  3. In the SSH client, run the commands or programs on the target host.

    If there is no activity in an open session for about 10 minutes, the session will be closed. However, as long as the request is in an Available state, you can launch the session again to resume your tasks.

  4. Once you are completed, log out of the target host and select Check in to complete the session request process.

    This makes the session request available to reviewers. If the Record Sessions option is enabled in the policy, the reviewer can play back the recording as part of the review process. In addition, if the Enable Command Detection option is selected in the policy, the reviewer can view a list of the commands and programs run during the session.

Launching an RDP session

Once an RDP session request becomes available, the requester can launch the remote desktop connection to start the session. This is applicable for both the web client and desktop client user interfaces.

To launch a remote desktop connection

  1. If the User Supplied option is selected in the policy, you will be prompted to enter your user credentials. After entering the requested credentials, click Apply. This will retrieve the information (for example, Username Connection String) required to launch the remote desktop session.
  2. Depending on your interface:

    • (web client) In the web client:

      NOTE: The Start RDP Session option is available only if enabled by user preferences.

      • If you have an application registered (rdp:// for RDP sessions), you can click the Start RDP Session button associated with the asset name then click Connect. See KB 313918 for details on application registration. A password must be entered and we recommend sg. A blank password will cause the session to fail.
      • If you do not have an application registered, download the RDP launch file instead of using the Start RDP Session button. A password must be entered and we recommend sg. A blank password will cause the session to fail.
    • (desktop client) Click the Launch button to the right of the asset name. Clicking this button displays the Remote Desktop Connection dialog. Click Connect to launch the remote desktop session.

    NOTE: If the required information is not populated in the Remote Desktop Connection dialog, use the following buttons to copy and paste the information into the dialog:

    1. Use the buttons to the right of the Username Connection String to perform the following tasks:

      • View: To view the username connection string.
      • Copy: To copy the value to your copy buffer, which can then be pasted into the Username field of the Remote Desktop Connection dialog.
      • Help: To copy the value into the Username field of the Remote Desktop Connection dialog.
    2. Use the buttons to the right of the Password or SSH Key to perform the following tasks:

      • View: To view the password or SSH key.
      • Copy: To copy the password or SSH key to your copy buffer, which can then be pasted into the Password or SSH Key field of the Remote Desktop Connection dialog.
      • Help: To copy the value into the Password or SSH Key field of the Remote Desktop Connection dialog.

      NOTE: The Password or SSH Key field only appears if the Include password or SSH key release with session requests option (Access Config tab) is selected in the entitlement's access request policy. For more information, see Access Config tab in the Safeguard for Privileged Passwords Administration Guide.

Begin your RDP session and close the session

  1. In the remote desktop session, run the commands or programs on the target host.
    If there is no activity in an open session for about 10 minutes, the session will be closed. However, as long as the request is in an Available state, you can launch the session again to resume your tasks.

  2. Once you are completed, log out of the target host and select Check in to complete the session request process.

    This makes the session request available to reviewers. If the Record Sessions option is enabled in the policy, the reviewer can play back the recording as part of the review process. In addition, if the Enable Window Title Detection option is selected in the policy, the reviewer can view a list of the windows opened on the desktop during the session.

Reviewing a session request

The Security Policy Administrator can configure an access request policy to require a review of completed session requests for assets or accounts in the scope of the policy.

NOTE: You can configure Safeguard for Privileged Passwords to notify you of an access request that requires your review. For more information, see Configuring alerts.

Desktop Player User Guide

To download the player user guide, go to One Identity Safeguard for Privileged Sessions - Technical Documentation. Scroll to User Guide and click One Identity Safeguard for Privileged Sessions [version] Safeguard Desktop Player User Guide.

(web client) To review a completed sessions request

Select Reviews on the left of the page to manage reviews. On the Reviews page, you can:

  • View details by selecting a request then looking at the details display on the right of the page, including the workflow.
  • Mark one or more request as reviewed: Select the requests. Do the following:
    • If no comment is needed, click Mark all the selected requests as reviewed.
    • If a comment is needed, this icon will display as One or more of the selected requests requires review comments. Add the comment. Then, click Mark as Reviewed.
  • Change the columns that display: Click Select columns to display then select the columns you want to see.
    • Action: Displays This request requires review comments or Mark only this request as reviewed.
    • Requester: Displays the user name of the requester.
    • Access Type: Displays the type of access (for example, Password, SSH Key, RDP, SSH, or Telnet).
    • Account: Displays the managed account name.
    • Ticket Number: Displays the ticket number, if required.
    • Request For/Duration: Displays the date and time as well as the window of availability (for example, March 20, 2021 9:56 AM 2 hours).
  • Search: For more information, see Search box.

(desktop client) To review a completed sessions request

  1. From your  Home page, the Reviews widget has these controls:
    1. Click  (expand down) to open the list of pending reviews.
    2. Click  Popout to float the Reviews pane.

      You can then select and drag the pane to any location on the console and resize the window.

    NOTE: You enable or disable the Home page widgets in the  Settings (desktop client) menu.

  2. Open the list of pending reviews and select an account name to see the details of the sessions request.
  3. Take the following action on sessions requests:

    1. Select Workflow to review the transactions that took place in the selected request.

      • If Record Sessions is enabled in the policy, click Play on the Initialize Session event to play back the session.

        A (green dot) indicates the session is live. A user with Security Policy Administrator permissions can click this icon to follow an active session.

        If the session recording has been archived from the local Safeguard file system or was recorded prior to linking a Sessions Appliance, you will see a Download button instead of a Play button. Click Download to download the recording and then click Play.

        CAUTION: If you receive a message like: No Desktop Player. The Safeguard Desktop Player is not installed. Would you like to install it now?, click Yes. See Installing the desktop client, Installing the Desktop Player, step 2.

      • If Enable Command Detection is enabled in the policy, expand to show the details and click the events link on the Initialize Session event to view a list of the commands and programs run during the session.

        For an RDP session, the setting is Enable Windows Title Detection. When enabled, you can view a list of windows that were opened during the privileged session.

    2. Select  Review to complete the review process.

      Optionally, enter a comment of up to 255 characters.

    Once the review is complete, it no longer appears on the Reviews pane.

Replaying a session

You can play back a recorded session from the Request Workflow dialog, which can be accessed by clicking the Workflow button that appears to reviewers for completed session requests and in the Activity Center view when an access request event is selected in an activity audit log report. In addition, you can play back a recorded session by clicking the icon displayed to the left of an access request session event on the activity audit log report in the Activity Center view.

(desktop client only) To play back a session (Request Workflow dialog)

  1. Open the Request Workflow dialog using the Workflow button.

    NOTE: If accessing the Request Workflow dialog from the Activity Center, select an Access Request Session event from the activity audit log report.

  2. Locate an Initialize Session event.
  3. Depending on the source of the session, you will see one of the following buttons:
    • Link: For sessions recorded on the earlier embedded SPP sessions module. Click Link. You can play the session if it is archived. If the session has not been archived, you will see a message like: The session recording is unavailable until it is archived, please refer to the documentation. For more information, see SPP and SPS sessions appliance join guidance in the Safeguard for Privileged Passwords Administration Guide.
    • Play: for sessions recorded from and stored on SPS. Continue to the next step.
  4. Click Play to launch the Desktop Player to play a session recorded from SPS.

    A (green dot) indicates the session is live. A user with Security Policy Administrator permissions can click this icon to follow an active session.

    If the session recording has been archived from the local Safeguard file system, you will see a Download button instead of a Play button. Click Download to download the recording and then click Play.

    CAUTION: If you receive a message like: No Desktop Player. The Safeguard Desktop Player is not installed. would you like to install it now?, click Yes. See Installing the desktop client, Installing the Desktop Player, step 2.

  5. Accept the certificate to continue.

    In the Certificate error message, click Continue to use the default Session Recording Signing certificate shipped with Safeguard for Privileged Passwords. To use a different SSL certificate, click Abort and then import the appropriate certificates including the root CA.

  6. Use one of the following methods to play back the session recording:

    • Click Play Channel from the toolbar at the top of the player.
    • Click in the thumbnail in the upper right corner of the Information page.
    • Click Play Channel next to a channel in the Channels pane.

Desktop Player User Guide

To download the player user guide, go to One Identity Safeguard for Privileged Sessions - Technical Documentation. Scroll to User Guide and click One Identity Safeguard for Privileged Sessions [version] Safeguard Desktop Player User Guide.

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