Use the Assets tab on the Partitions view to add one or more assets to a partition. When you assign an asset to a partition, all the accounts associated with that asset are assigned to that partition, as well.
You can only assign an asset to one partition at a time. When you assign an asset to a partition, all accounts associated with that asset are automatically reassigned to that partition, as well. Then, any new accounts you add for that asset are automatically assigned to that partition.
You can reassign the asset to another partition either from the scope of the other partition or from an asset's General properties. For more information, see Assigning an asset to a partition.
When you associate an asset to a partition, all the accounts associated with that asset, are also added to the scope of that partition. For more information, see About profiles.
To add assets to a partition
- Navigate to Administrative Tools | Partitions.
- In Partitions, select a partition from the object list and open the Assets tab.
- Click
Add Asset from the details toolbar.
- On the Asset dialog, select one or more assets.
- ClickOK.
If you do not see the asset you are looking for and are an Asset Administrator, you can create it in the dialog by clicking
Create New. For more information, see Adding an asset.
You cannot remove assets from a partition.
You can reassign the asset to another partition either from the scope of the other partition or from an asset's General properties. For more information, see Assigning an asset to a partition.
When you associate an asset to a partition, all the accounts associated with that asset, are also added to the scope of that partition. For more information, see About profiles.
It is the responsibility of the Asset Administrator or the partition's delegated administrator to add profiles to partitions.
To add a profile to a partition
- Navigate to Administrative Tools | Partitions.
- In Partitions, select a partition from the object list and open the Profiles tab.
- Click
Create Profile from the details toolbar.
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On the General tab, supply the following information:
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Name: Enter a unique name for the profile. Limit: 50 characters
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Description: Enter information about this profile. Limit: 255 characters
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On the Check Password tab, configure the check password settings which are the rules used to verify account passwords. Expand the Description to see information, if available, about the selected check password setting. Perform one of the following.
Selecting either of these icons displays the Check Password Settings dialog, allowing you to specify the appropriate check password settings. For more information, see Adding check password settings.
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On the Change Password tab, configure the change password settings which are the rules used to reset account passwords. Expand the Description to see information, if available, about the selected change password setting. Perform one of the following.
Selecting either of these icons displays the Change Password Settings dialog, allowing you to specify the appropriate change password settings. For more information, see Adding change password settings.
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On the Account Password Rules tab, select a previously defined account password rule. An account password rule is a complexity rule that governs the construction of the new password created by Safeguard for Privileged Passwords during an automatic password change. Expand the Description to see information, if available, about the selected account password rule. Perform one of the following.
For more information, see Adding an account password rule.
- Click Create Profile to save your selections and create the profile.
When creating a new profile, the Password Sync Groups tab is not displayed. This tab is displayed while editing a profile. For more information, see Modifying a password profile. You can use the Password Sync Groups tab to add or update a password sync group governed by the profile change schedule. For more information, see Password sync groups.
Any modifications that you make to a profile affects all the assets and accounts governed by that profile.
To modify a password profile
- Navigate to Administrative Tools | Partitions.
- Select a partition from the object list and open the Password Profile tab.
- Select a profile then perform one of the following.
- To modify the settings or rules, either double-click the profile or click the
Edit Profile icon.
- To add assets to the profile, click the
Details icon and switch to the Assets tab of the details window.
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To add accounts to the profile, click the
Details icon and switch to the Accounts tab of the details window.
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To add password sync groups, click the
Details icon and switch to the Password Sync Groups tab of the details window.
On the Password Sync Groups tab, add or update a password sync group governed by the profile change schedule. For more information, see Password sync groups.