In the web client, expand the Security Policy Management section in the left navigation pane.
Introduction
System requirements
Using API and PowerShell tools
Using the virtual appliance and web management console
Cloud deployment considerations
AWS deployment
Azure deployment
Google Cloud Platform deployment
OCI deployment
Virtual appliance backup and recovery
Setting up Safeguard for Privileged Passwords for the first time
Step 1: Create the Authorizer Administrator
Step 2: Authorizer Administrator creates administrators
Step 3: Appliance Administrator configures the appliance
Step 4: User Administrator adds users
Step 5: Asset Administrator adds managed systems
Step 6: Security Policy Administrator adds access request policies
Post install checklist
Using the web client
Home page
Privileged access requests
Configuring alerts
Password release request workflow
Appliance Management
Requesting a password release
Approving a password release request
Reviewing a completed password release request
SSH key release request workflow
Requesting an SSH key release
Approving an SSH key release request
Reviewing a completed SSH key release request
API key release request workflow
Requesting an API key release
Approving an API key release request
Reviewing a completed API key release request
Session request workflow
About sessions and recordings
Requesting session access
Approving a session request
Launching the SSH client
Launching an RDP session
Configuring and launching a Remote Desktop Application session
Reviewing a completed session request
File release request workflow
Appliance
Asset Management
Appliance Diagnostics
Appliance Information
Debug
Licensing settings
Factory Reset
Lights Out Management (BMC)
Network Diagnostics
Networking
Operating System Licensing
SSH Algorithms
Patch Updates
Power
Support bundle
Time
Time Zone
Backup and Retention
About backups
Archive servers
Audit Log Maintenance
Backup and Restore
Certificates
Run Now
Download a backup
Upload a backup
Restore a backup
Archive backup
Backup settings
Backup protection settings
Backup Retention
Authorize VM Compatible Backups
About Certificate Signing Requests (CSRs)
Audit Log Signing Certificate
Certificate Signing Request
Hardware Security Module Certificates
Cluster
Global Services
External Integration
Installing a Hardware Security Module client certificate
Assigning a Hardware Security Module client certificate
Uploading a Hardware Security Module server certificate
SMTP Certificate
SSL/TLS Certificates
Creating an SSL/TLS Certificate Signing Request
Installing an SSL/TLS certificate
Assigning an SSL/TLS certificate to appliances
Syslog Client Certificate
Trusted CA Certificates
Email
Email Events
Email Templates
Hardware Security Module
SNMP
Starling
Syslog
Syslog Events
Ticket systems
Real-Time Reports
Safeguard Access
ServiceNow ticketing system integration
Remedy ticketing system integration
Not integrated with ticketing system
Trusted Servers, CORS, and Redirects
Messaging settings
Local Login Control
OAuth 2.0 Grant Types
Local Password Rule
Identity and Authentication
Appliance Management Settings
Authentication provider combinations
Adding identity and authentication providers
Managing the default identity and authentication provider
Branding customization
Account Automation
Accounts
Security Policy Management
Properties (account)
Owners tab (account)
Dependent Assets (account)
Access Request Policies (account)
Check and Change Log tab (account)
Discovered Services tab (account)
Discovered SSH Keys (account)
History tab (account)
Managing accounts
Assets
Adding an account
Adding a cloud platform account
Manually adding a tag to an account
Deleting an account
Adding users or user groups to an account
Checking, changing, or setting an account password
Viewing password archive
Checking, changing, or setting an SSH key
Viewing SSH key archive
Adding an API key
Checking, changing, or setting an API key
Viewing API Key Archive
Setting a TOTP authenticator
Removing a TOTP authenticator
Properties tab (asset)
Accounts tab (asset)
Account Dependencies tab (asset)
Access Request Policies (asset)
Owners tab (asset)
Discovered SSH Keys (asset)
Discovered Services tab (asset)
History tab (asset)
Managing assets
Partitions
Adding an asset
General tab (add asset)
Connection tab (add asset)
Checking an asset's connectivity
Assigning an asset to a partition
Assigning a profile to an asset
Manually adding a tag to an asset
Adding an account to an asset
Adding account dependencies
Adding users or user groups to an asset
Deleting an asset
Account Discovery tab (add asset)
Downloading a public SSH key
Configuring the Kubernetes platform
Configure user platform
Configure SPP asset platform
About service accounts
About Test Connection
SSH Key
Directory Account
Starling Connect
Local System Account
Password (local service account)
Access Key
None
Configuring an asset for Google Cloud Secret Manager
Management tab (add asset)
Attributes tab (edit asset)
About profiles
Properties tab (partitions)
Assets tab (partitions)
Accounts tab (partitions)
Owners tab (partitions)
Password Profiles tab (partitions)
SSH Key Profiles tab (partitions)
History tab (partitions)
Managing partitions
Discovery
Adding a partition
Adding assets to a partition
Adding an account to a partition
Removing assets from a partition
Adding users or user groups to a partition
Creating a password profile
Creating an SSH key profile
Setting a default partition
Setting a default profile
Assigning assets or accounts to a password profile and SSH key profile
Deleting a partition
Asset Discovery
Profiles
Asset Discovery job workflow
Adding an Asset Discovery job
Asset Discovery Results
Account Discovery
Account Discovery Results
Discovered Accounts
Service Discovery Results
Discovered Services
SSH Key Discovery
General tab (asset discovery)
Information tab (asset discovery)
Asset Discovery Rules tab (asset discovery)
Deleting an Asset Discovery job
Add Condition (asset discovery)
Edit Connection Template (asset discovery)
Add Asset Profile (asset discovery)
Schedule tab (asset discovery)
Password Profiles (profiles)
Tags
Properties tab (profiles)
Assets tab (profiles)
Accounts tab (profiles)
View Password Profile Components (profiles)
Managing password profiles
Adding a password profile
Password Profiles
Setting a default password profile
Deleting a password profile
SSH Key Profiles (profiles)
Managing SSH key profiles
Adding a tag for tagging of assets or asset accounts
Deleting an asset or asset account tag
Modifying an asset or asset account tag
Copying an asset or asset account tag to another partition
Viewing asset and asset account tag assignments
Registered Connectors
Custom platforms
Importing objects
Access Request Activity
Account Groups
User Management
Properties tab (account group)
Accounts tab (account group)
Access Request Policies tab (account group)
History tab (account group)
Managing account groups
Application to Application
About Application to Application functionality
Setting up Application to Application
Adding an application registration
Deleting an application registration
Regenerating an API key
Making a request using the Application to Application service
Cloud Assistant
Asset Groups
Properties tab (asset group)
Assets tab (asset group)
Access Request Policies tab (asset group)
History tab (asset group)
Managing asset groups
Entitlements
General tab (entitlements)
Users tab (entitlements)
Access Request Policies tab (entitlements)
History tab (entitlements)
Managing entitlements
Linked Accounts
User Groups
Adding an entitlement
How Safeguard for Privileged Passwords evaluates policy when a user submits an access request
Creating an access request policy
General tab (create access request policy)
Security tab (create access request policy)
Scope tab (create access request policy)
Workflow tab (create access request policy)
Adding users or user groups to an entitlement
Deleting an access request policy
Modifying an access request policy
Copying an access request policy
Deleting an entitlement
Properties tab (user groups)
Users tab (user groups)
Entitlements tab (user groups)
History tab (user groups)
Managing user groups
Security Policy Settings
Users
Reports
Properties tab (user)
User Groups tab (user)
Entitlements tab (user)
History (user)
Managing users
User Groups
Properties tab (user groups)
Users tab (user groups)
Entitlements tab (user groups)
History tab (user groups)
Managing user groups
Time Zone
Activity Center
Vaults
Applying search criteria
Saving search criteria and loading previously saved search criteria
Generating an activity audit log report
Scheduling an activity audit log report
Editing or deleting a saved search or scheduled report
Viewing event details
Auditing request workflow
Sorting report results
Audit reports
Asset/Account/Activity report
Domain Account Dependencies report
Entitlements report
Ownership report
Release Reset Reconcile report
Session Accounts Inventory report
Access request reports
Access Requests report
Approver User Activity report
Auto-Approved Requests report
Requester User Activity report
Reviewer User Activity report
Secrets reports
Past Due report
Secrets Aging Inventory report
Secrets In Use report
Secrets Release Activity report
Secrets Task Queue report
Secrets Update Activity report
Secrets Update Schedule report
User reports
Administered certificates
Enterprise Password Vault
Disaster recovery and clusters
Creating an Enterprise Password Vault entry
Sharing your Enterprise Password Vault with another user or user group
Setting a password for your Enterprise Password Vault
Setting up a time-based one-time password (TOTP) authenticator
Importing password data from CSV file
Exporting password data to CSV or JSON file
Personal password vault
Enrolling replicas into a cluster
Unjoining replicas from a cluster
Maintaining and diagnosing cluster members
Administrator permissions
About Offline Workflow Mode
Failing over to a replica by promoting it to be the new primary
Activating a read-only appliance
Diagnosing a cluster member
Patching cluster members
Using a backup to restore a clustered appliance
Resetting a cluster that has lost consensus
Performing a factory reset
Unlocking a locked cluster
Troubleshooting tips
Appliance Administrator permissions
Asset Administrator permissions
Auditor permissions
Authorizer Administrator permissions
Help Desk Administrator permissions
Operations Administrator permissions
Security Policy Administrator permissions
User Administrator permissions
Enterprise Vault
Preparing systems for management
Preparing ACF - Mainframe systems
Preparing Amazon Web Services platforms
Preparing Cisco devices
Preparing Dell iDRAC devices
Preparing VMware ESXi hosts
Preparing Fortinet FortiOS devices
Preparing F5 Big-IP devices
Preparing HP iLO servers
Preparing HP iLO MP (Management Processors)
Preparing IBM i (AS/400) systems
Preparing JunOS Juniper Networks systems
Preparing MongoDB
Preparing MySQL servers
Preparing Oracle databases
Preparing PAN-OS (Palo Alto) networks
Preparing PostgreSQL
Preparing RACF mainframe systems
Preparing SAP HANA
Preparing SAP Netweaver Application Servers
Preparing SPS for credential management
Preparing Sybase (Adaptive Server Enterprise) servers
Preparing SonicOS devices
Preparing SonicWALL SMA or CMS appliances
Preparing SQL Servers
Preparing Top Secret mainframe systems
Preparing Unix-based systems
Preparing Windows systems
Preparing WinRM systems
Preparing Windows SSH systems
VMware vCenter Server
Minimum required permissions for Windows assets
Troubleshooting
Appliance is sick
Connectivity failures
Frequently asked questions
Change password or SSH key fails
Incorrect authentication credentials
Missing or incorrect SSH host key
No cipher supported error
Service account has insufficient privileges
Cannot connect to remote machine through SSH or RDP
Cannot delete account
Cannot play session message
Domain user denied access to Safeguard for Privileged Passwords
LCD status messages
My Mac keychain password or SSH key was lost
Password fails for Unix host
Password or SSH key is pending a reset
Password or SSH key profile did not run
Recovery Kiosk (Serial Kiosk)
Appliance information (Recovery Kiosk)
Backups
Power options
Admin password reset
Factory reset from the Recovery Kiosk
Support bundle
Replica not adding
System services did not update or restart after password or SSH key change
Test Connection failures
Test Connection failures on archive server
Certificate issue
Cipher support
Domain controller issue
Networking issue
Windows WMI connection
Timeout errors causing operations to fail
User locked out
User not notified
How do I audit transaction activity
How do I configure external federation authentication
Appendix A: Safeguard ports
Appendix B: SPP and SPS join guidance
Appendix C: Regular Expressions
How do I add an external federation provider trust
How do I create a relying party trust for the STS
How do I add an external federation user
How do I manage accounts on unsupported platforms
How do I modify the appliance configuration settings
How do I prevent Safeguard for Privileged Passwords messages when making RDP connections
How do I set up telnet and TN3270/TN5250 session access requests
How do Safeguard for Privileged Passwords database servers use SSL
What are the access request states
What do I do when an appliance goes into quarantine
When does the rules engine run for dynamic grouping and tagging
Why did the password or SSH key change during an open request
Security Policy Management
Security Policy Management
Access Request Activity
The Access Request Activity page allows Security Policy Administrators to review and manage access requests from a single location. Clicking one of the access request tiles on the page displays additional information about the access requests belonging to that category. In addition, you can review the request workflow, launch a live session, end a session, or revoke a specific request.
This dashboard is available to Safeguard for Privileged Passwords users assigned the following administrative permissions:
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Auditor: Read-only view.
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Security Policy: Full control.
Access requests: Tiles
Clicking any of the following tiles will open a dialog showing additional information. Click the 
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Open Requests: Displays a list of all currently opened access requests, including session requests and password release requests.
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Pending Approval: Displays a list of access requests to be approved.
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Pending Review: Displays a list of access requests to be reviewed.
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Open Sessions: Displays a list of all currently opened sessions.
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Passwords Out: Displays a list of all password release requests that are currently checked out.
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SSH Keys Out: Displays a list of all SSH key release requests that are currently checked out.
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API Keys Out: Displays a list of all API key release requests that are currently checked out.
Access requests: Toolbars
After opening one of the tiles, use the toolbar at the top of the details grid to perform the following tasks.
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View Details: Select to view additional information regarding the request.
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Request Workflow Details: Select to review the transactions that took place in the selected request. Clicking this button displays the Request Workflow dialog allowing you to audit the transactions that occurred during the request's workflow from request to approval to review.
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Session Audit Log in SPS: Click this button to open the session audit log in SPS.
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View Live Session: Select to view a live session for the selected session request. Clicking this button launches the Desktop Player (minimum version supported is 1.11.15) allowing you to follow an active session.
For details on using the Desktop Player, go to One Identity Safeguard for Privileged Sessions - Technical Documentation. Scroll to User Guide and click One Identity SPS [version] Safeguard Desktop Player User Guide.
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Terminate Live Session: Select to close the live session for the selected session request.
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Close Request: Select to retract the selected access request.
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Export: Select to create a .csv or .json file of the currently displayed access request grid and save it to a location of your choice. The time is set according to the user time zone.
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Columns: Select to display a list of columns that can be displayed in the grid. Select the check box for data to be included in the grid. Clear the check box for data to be excluded from the grid.
Account Groups
A Safeguard for Privileged Passwords account group is a set of accounts which you can add to the scope of an access request policy. For more information, see Creating an access request policy.
The Auditor and the Security Policy Administrator have permission to access Account Groups.
To access Account Groups, in the web client, navigate to Security Policy Management > Account Groups.
The Account Groups view displays the following information about the selected account group.
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Properties tab (account group): Displays general information about the selected account group.
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Accounts tab (account group): Displays the accounts associated with the selected account group.
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Access Request Policies tab (account group): Displays the entitlements and access request policies associated with the selected account group.
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History tab (account group): Displays the details of each operation that has affected the selected account group.
Use these toolbar buttons to manage account groups.
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Account Group: Add account groups to Safeguard for Privileged Passwords. For more information, see Adding an account group..
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Delete: Remove the selected account group from Safeguard for Privileged Passwords. For more information, see Deleting an account group..
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View Details: Used to display information and configuration options for the selected account group.
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Refresh: Update the list of account groups.
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Search: You can search by a character string or by a selected attribute with conditions you enter. To search by a selected attribute click
Properties tab (account group)
The Properties tab lists information about the selected Account Group.
To access Properties:
web client: Navigate to Security Policy Management > Account Groups >
| Property | Description |
|---|---|
|
Name |
The selected account group's name |
|
Description |
Information about the selected account group |
|
Account Rules |
For dynamic account groups, a summary of the asset account rules defined |