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Password Manager 5.14.2 - Administration Guide

About Password Manager Getting started Password Manager architecture
Password Manager components and third-party applications Typical deployment scenarios Password Manager in a perimeter network Management Policy overview Password policy overview Secure Password Extension overview reCAPTCHA overview User enrollment process overview Questions and Answers policy overview Password change and reset process overview Data replication Phone-based authentication service overview
Management policies
Checklist: Configuring Password Manager Understanding Management Policies Adding or cloning a new Management Policy Configuring access to the Administration Site Configuring access to the Password Manager Self-Service Site Configuring access to the Helpdesk Site Configuring Questions and Answers policy Workflow overview Custom workflows Custom activities Password Manager Self-Service Site workflows Helpdesk workflows Notification activities User enforcement rules
General Settings
General Settings overview Search and logon options Importing and exporting configuration settings Outgoing mail servers Diagnostic logging Scheduled tasks Web Interface customization Instance reinitialization Realm Instances Domain Connections Extensibility features RADIUS Two-Factor Authentication Internal Feedback Customizing help link URL Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Fido2 key management Working with Redistributable Secret Management account Email templates
Upgrading Password Manager Administrative Templates Secure Password Extension Password Policies Enable 2FA for administrators and helpdesk users Reporting Password Manager integration Accounts used in Password Manager Open communication ports for Password Manager Customization options overview Third-party contributions Glossary

Step 2: Providing certificate issued for server computer to Password Manager Service

In this step, you provide the certificate issued for the server computer to the Password Manager Service by using the Administration Site.

To provide the certificate to the Password Manager Service

  1. Open the Administration Site by entering the following address: http(s)://<ComputerName>/PMAdmin, where <ComputerName> is the name of the computer on which Password Manager is installed.

  2. Click General Settings > Instance Reinitialization. Under the Service connection settings, select the custom certificate issued for the server computer from the Certificate name drop-down list.

  3. Click Save.

Step 3: Providing certificate issued for client computers to Self-Service and Helpdesk Sites

In this step, you provide the certificate issued for the client computers to the Self-Service and Helpdesk sites installed separately from the Password Manager Service.

To provide the certificate to the Password Manager Self-Service Site

  1. Open the Self-Service Site by entering the following address:

    http(s)://<ComputerName>/PMSelfService

    In this URL, <ComputerName> is the name of the computer on which Self-Service Site is installed.

    The Self-Service Site Initialization page will be displayed automatically if the Self-Service Site is opened for the first time.

  2. From the Certificate name drop-down list, select the custom certificate issued for the client computer.

  3. Click Save.

To provide the certificate to the Helpdesk Site

  1. Open the Helpdesk Site by entering the following address: http(s)://<ComputerName>/PMHelpdesk, where <ComputerName> is the name of the computer on which Helpdesk Site is installed. The Helpdesk Site Initialization page will be displayed automatically if the Helpdesk Site is opened for the first time.

  2. From the Certificate name drop-down list, select the custom certificate issued for the client computer.

  3. Click Save.

Configuring Management Policy

After initializing the Administration Site, you need to configure the default Management Policy to enable users to use the Self-Service Site.

The required settings you need to configure for the Management Policy are a user scope and secret questions.

Configuring user scope

To configure the user scope, add one or more domain connections. Domain connections created for the user scope can also be used in the Helpdesk scope and password policies. The same domain connection can be used in different management policies. Wherever you create a domain connection, you can use it elsewhere, that is, a domain connection configured for password policies can be used in the Helpdesk scope.

To manage all domain connections from a single place, click General Settings > Domain Connections on the Administration Site. For more information, see Domain Connections.

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