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One Identity Safeguard for Privileged Passwords 6.0.9 LTS - Administration Guide

Introduction System requirements and versions Using API and PowerShell tools Using the virtual appliance and web management console Cloud deployment considerations Setting up Safeguard for Privileged Passwords for the first time Using the web client Getting started with the desktop client Using the desktop client Search box Privileged access requests Toolbox Accounts Account Groups Assets Asset Groups Discovery Entitlements Partitions Settings
Access Request settings Appliance settings Asset Management settings Backup and Retention settings Certificate settings Cluster settings External Integration settings Messaging settings Profile settings Safeguard Access settings
Users User Groups Disaster recovery and clusters Administrator permissions Preparing systems for management Troubleshooting Frequently asked questions Appendix A: Safeguard ports Appendix B: SPP 2.7 or later migration guidance Appendix C: SPP and SPS join guidance Appendix D: Regular Expressions SPP glossary

Safeguard PowerShell

PowerShell is a task-based command-line shell and scripting language used to automate tasks that manage operating systems and processes. The Safeguard for Privileged Passwords Powershell module and scripting resources can be found on GitHub here: OneIdentity/safeguard-ps.

Installation

The Safeguard for Privileged Passwords Powershell module is published to the PowerShell Gallery to make it easy to install using the built-in Import-Module cmdlet. Use the Update-Module cmdlet to get the latest functionality.

By default, Powershell modules are installed for all users. You need to be running Powershell as an Administrator to install for all users.

> Install-Module safeguard-ps

Or, you can install the modules just for you using the -Scope parameter which will never require administrator permission:

> Install-Module safeguard-ps -Scope CurrentUser

Using the virtual appliance and web management console

Before you start: platforms and resources

When setting up a virtual environment, carefully consider the configuration aspects such as CPU, memory availability, I/O subsystem, and network infrastructure to ensure the virtual layer has the necessary resources available. See One Identity's Product Support Policies for more information on environment virtualization.

Platforms and versions follow.

  • You must license the VM with a Microsoft Windows license. We recommend using either the MAK or KMS method. Specific questions about licensing should be directed to your Sales Representative.

  • Supported hypervisors:
    • Microsoft Hyper-V (VHDX) version 8 or higher
    • VMware vSphere with vSphere Hypervisor (ESXi) version 6.5 or higher

    • VMware Worksation version 13 or higher

  • Minimum resources: 4 CPUs, 10GB RAM, and a 500GB disk. The virtual appliances default deploy does not provide adequate resources. Ensure these minimum resources are met.
Available wizards

The Appliance Administrator responsible for racking and initial configuration of the appliance can create the virtual appliance, launch the Safeguard web management console, and select one of the following wizards.

  • Initial Setup: Used to set up the virtual appliance for the first time including naming, OS licensing, and networking. For more information, see Setting up the virtual appliance.
  • Setup: After the first setup, Safeguard for Privileged Passwords updates and networking changes can be made via the web management console by clicking Setup.

  • Support Kiosk: The Support Kiosk is used to diagnose and resolve issues with Safeguard for Privileged Passwords. Any user able to access the kiosk can perform low-risk support operations including appliance restart or shutdown and support bundle creation. In order to reset the admin password, the user must obtain a challenge response token from One Identity support. For more information, see Support Kiosk.

Security

CAUTION: To maximize security in the absence of a hardened appliance, restrict the access to the Safeguard virtual disks, the web management console, and the MGMT interface to as few users as possible. The Management web kiosk gives access to functions without authentication, such as pulling a support bundle or rebooting the appliance.

Security recommendations follow.

  • X0 hosts the public API and is network adapter 1 in the virtual machine settings. Connect this to your internal network.
  • MGMT hosts the web management console and is network adapter 2 in the virtual machine settings. This interface always has the IP address of 192.168.1.105. Connect this to a private, restricted network accessible to administrators only, or disconnect it from the network to restrict unauthenticated actions such as rebooting or shutting down the appliance. The web management console is also available via the VMware console.

Once setup is completed, you can verify which of your NICs is MGMT and X0 by referring to the MAC address information found in Support Kiosk | Appliance Information | Networking for X0 and MGMT. For more information, see Support Kiosk.

Backups: virtual appliance and hardware appliance

To protect the security posture of the Safeguard hardware appliance, Safeguard hardware appliances cannot be clustered with Safeguard virtual appliances. Backups taken from a hardware appliance cannot be restored on virtual appliances and backups taken from a virtual appliance cannot be restored on a hardware appliance.

For more information, see Virtual appliance backup and recovery.

Upload and download

There is a web management console running on 192.168.1.105. When you connect to the virtual appliance via the virtual display, the web management console is displayed automatically, however, upload and download functionality are disabled when connected this way.

You may choose to configure the networking of your virtual machine infrastructure to enable you to proxy to https://192.168.1.105 from your desktop. Connecting in this way will enable you to upload and download from the web management console.

CAUTION: Cloning and snapshotting are not supported and should not be used. Instead of cloning, deploy a new VM and perform Initial Setup. Instead of snapshotting, take a backup of the virtual appliance.

Migrating the VM

VMware VMotion can be used for live migration of a virtual machine from one physical server to another.

Virtual appliance backup and recovery

Use the following information to back up and recover a Safeguard for Privileged Passwords virtual appliance. Factory reset is not an option for virtual appliances. To factory reset a virtual appliance, just redeploy the appliance.

Backing up the virtual appliance

To ensure security of the hardware appliance, backups taken from a hardware appliance cannot be restored on virtual appliances and backups taken from a virtual appliance cannot be restored on a hardware appliance.

Backup is handled via Administrative Tools | Settings | Backup and Retention. For more information, see Backup and Retention settings.

Recovery of the virtual appliance

A Safeguard for Privileged Passwords virtual appliance is reset by using the following recovery steps.

On-prem virtual appliance (for example, Hyper-V or VMware)

  1. Redeploy the virtual appliance and run Initial Setup. For more information, see Setting up the virtual appliance.
  2. Restore the backup. For more information, see Backup and Retention settings.

Cloud virtual appliance (for example, AWS or Azure

  1. Redeploy using the deployment steps:

Support Kiosk

An Appliance Administrator triaging a Hyper-V or VMware virtual appliance that has lost connectivity or is otherwise impaired can use the Support Kiosk even when the virtual appliance is in quarantine. For more information, see What do I do when an appliance goes into quarantine.

It is recommended that terminal settings be 90 x 45 or larger. Smaller settings may result in a error like: Screen dimension to small. Also, the desktop client works the best at a resolution of 1024 x 768 or higher.

  1. On the web management console, click Support Kiosk.
  2. Select any of the following activities:

    • Appliance Information

      This is read-only. You can re-run setup to change networking information.

    • Power Options
      You can reboot or shutdown the virtual appliance.
      1. Enter the reason you want to reboot or shutdown the virtual appliance.
      2. Click Reboot or Shutdown.

    • Admin Password Reset

      The Bootstrap Administrator is a built-in account to get the appliance running for the first time. The default credentials (admin/Admin123) should be changed once Safeguard is configured. If you lose the password, you can reset it to the default using the challenge response process below.

      Challenge response process

      1. In Full Name or Email, enter your name or email to receive the challenge question.
      2. Click Get Challenge.
      3. To get the challenge response, perform one of the following (see the illustration that follows).
        • Click Copy Challenge. The challenge is copied to the clipboard. Send that challenge to Safeguard support. Support will send back a challenge response that is good for 48 hours. Do not refresh your screen.
        • Screenshot the QR code and send it to Support. Support will send back a challenge response that is good for 48 hours. Do not refresh your screen.

        • Use a QR code reader on your phone to get the challenge response.

      d. After the response is accepted, click Reset Password.

    • Support Bundle
      A support bundle includes system and configuration information sent to One Identity Support to analyze and diagnose issues. You can download a support bundle or save the bundle to a Windows share location which you have already set up. To generate a support bundle:
      1. Select Include Event Logs if you want to include operating system events. Unless requested by support, it is recommended to leave this unchecked because it takes much longer to generate the support bundle.

      2. Create the support bundle using one of these methods:

        • If you are connected via the browser not the display, you can click Download, navigate to the location for the download, and click OK.
        • To copy the bundle to the share:
          1. Enter the UNC Path, Username, and Password.
          2. Select Include Event Logs, if appropriate.
          3. Click Copy To Share. A progress bar displays. The operation is complete when you see The bundle was successfully copied to the share.
    • Diagnostic package

      Appliance Administrators can execute a trusted, secure appliance diagnostics package to help solve issues with configuration, synchronization, and clustering, as well as other other internal challenges. The appliance diagnostics package is available from the web Support Kiosk, not the Serial Kiosk (Recovery Kiosk). The appliance diagnostics package can be used even when the appliance is in quarantine. To protect against external threats, Safeguard rejects illegitimate appliance diagnostics packages. The manifest file in the appliance diagnostics package lists criteria that may include the minimum Safeguard version, appliance ID, and expiration time-stamp UTC. New product code and database changes are not included in an appliance diagnostics package.

      1. To load for the first time, click Upload, select the file that has an .sgd extension, then click Open.
        • If the upload criteria is not met, the appliance diagnostics package is not uploaded and a message like the following displays: The minimum Safeguard version needed to run this diagnostic package is <version>.
        • If the upload is successful, the Diagnostic Package Information displays with a Status of Staged. Select Execute and wait until the Status changes to Completed.
      2. Once uploaded, you can:
        • Select Download Log to save the log file. Audit log entries are available through the Activity Center during and after execution and are part of the appliance history.
        • If the Expiration Date has not passed, you can select Execute to execute the appliance diagnostics package again.
        • Select Delete to delete the appliance diagnostics package, the associated log file, and stop any appliance diagnostics package that is running. Before uploading a different appliance diagnostics package, you must delete the current one because there can be only one appliance diagnostics package per appliance.

    • Factory Reset (hardware appliance)

      Perform a factory reset to recover from major problems or to clear the data and configuration settings on a hardware appliance. All data and audit history is lost and the hardware appliance goes into maintenance mode. For more information, see Performing a factory reset.

      A virtual appliance is reset by the recovery steps to redeploy and not a factory reset. If you are attached to the console of a virtual machine, you will not have the Factory Reset option. The options are only available for hardware.

    • Lights Out Managment (BMC) (hardware appliance)
      The Lights Out Management feature allows you to remotely manage the power state and serial console to Safeguard for Privileged Passwords using the baseboard management controller (BMC). When a LAN interface is configured, this allows the Appliance Administrator to power on an appliance remotely or to interact with the Recovery Kiosk.
      For more information, see Lights Out Management (BMC).
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