Checking an asset's connectivity
After you add an asset you can verify that Safeguard for Privileged Passwords can log in to it using the Test Connection option.
NOTE: When you run Test Connection from the asset's Connection tab (such as when you add the asset initially), you must enter the service account credentials. Once you add the asset to Safeguard for Privileged Passwords it saves these credentials.
The Test Connection option does not require that you enter the service account credentials because it uses the saved credentials to verify that it can log in to that asset.
To check an asset's connectivity
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Navigate to Asset Management | Assets.
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Select an asset.
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Click the Test Connection button.
Safeguard for Privileged Passwords displays a task pane that shows the results.
Assigning an asset to a partition
Use the Assets view to assign an asset to a partition. An asset can only be in one partition at a time. When you add an asset to a partition, all accounts associated with that asset are automatically added to that partition, as well.
You cannot remove an asset from a partition. However, you can add the asset to another partition either from the scope of the other partition or from an asset's Properties tab.
To assign an asset to a partition
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Navigate to Asset Management | Assets.
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Select an asset and click View Details.
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Under Management, click Edit.
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Click the Browse button associated with the Partition field.
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Once you have selected a partition, click Select Partition to save the selection.
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Click OK to save your changes.
Assigning a profile to an asset
Use the Assets view to assign a profile to an asset.
To assign a profile to an asset
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Navigate to Asset Management | Assets.
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Select an asset and click View Details.
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Under Management, click Edit.
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Click the Browse button associated with the Password Profile field.
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Once you have selected a password profile, click Select Password Profile to save the selection. You can only choose profiles that are in the selected asset's partition.
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Click OK to save your changes.
Manually adding a tag to an asset
Asset Administrators can manually add and remove static tags to an asset using the Tags pane, which is located at the bottom of the General tab when an asset is selected on the Assets view.
You cannot manually remove dynamically assigned tags which are defined by rules and indicated by a lightening bolt icon. You must modify the rule associated with the dynamic tag if you want to remove it. For more information, see Modifying an asset or asset account tag.
To manually add a tag to an asset
- Navigate to Asset Management | Assets.
- Select an asset and click View Details.
- Under Tags, click Edit. Existing tags are displayed.
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Use one of the following methods to assign tags to the asset:
- To assign a previously created tag:
- Click Add Tag.
- In the Select Tags dialog, select the tag(s) to add to the asset.
- Click Select Tags to save your selection.
- To create a new tag:
- Click Add Tag.
- In the Select Tags dialog, click New Tag.
- Enter the requested information for the tag and click OK.
- Once finished adding any new tags, select the tag(s) to add to the asset.
- Click Select Tags to save your selection.
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Click OK.