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Password Manager 5.12 - Administration Guide (AD LDS Edition)

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About Password Manager

Password Manager Overview

Getting Started

Different Site for Different Roles Password Manager Components Licensing

Installing the License Updating the License Telephone Verification Feature License

Checklist: Installing Password Manager Installing Password Manager

Configuring Password Manager Service Account and Application Pool Identity Enabling HTTPS Steps to Install Password Manager Extending AD LDS Schema Instance Initialization Installing Self-Service, New Self-Service (Preview), and Helpdesk Sites on a Standalone Server Installing Multiple Instances of Password Manager

FailSafe support in Password Manager Specifying Custom Certificates for Authentication and Traffic EncryptionBetween Password Manager Service and Web Sites

Step 1: Obtain and Install Custom Certificates From a TrustedWindows-Based Certification Authority Step 2: Provide Certificate Issued for Server Computer toPassword Manager Service Step 3: Provide Certificate Issued for Client Computers toSelf-Service and Helpdesk Sites

Upgrading Password Manager

In-place upgrade from 5.8.2 or later versions to 5.12.0 Manual upgrade from 5.7.1 or later versions

Password Manager Architecture

Password Manager Components and Third-Party Solutions

Password Manager Service and Administration Site Self-Service Site Helpdesk Site TeleSign SQL Server Database and SQL Server Reporting Services Quick Connect Sync Engine Defender Password Manager Secure Token Server RADIUS Two-Factor Authentication Redistributable Secret Management Service Location sensitive authentication Working with Power BI Password Manager Credential Checker

Typical Deployment Scenarios

Simple Deployment Deployment of the Self-Service and Helpdesk Siteson Standalone Servers Realm Deployment Multiple Realm Deployment

Password Manager in Perimeter Network

Installing Password Manager in Perimeter Network with Reverse Proxy

Management Policy Overview

Management Policy Components Management Policy and Other Password Manager Settings

Password Policy Overview reCAPTCHA Overview

How It Works How to Use reCAPTCHA on Password Manager Sites System Requirements for Using reCAPTCHA References

User Enrollment Process Overview Questions and Answers Policy Overview

Q&A Policy and Authentication Q&A Policy and User Enforcement

Data Replication

Storing Data Replicating Data Changing Replication Settings

Phone-Based Authentication Service Overview

How It Works How to Use Phone-Based Authentication System Requirements

Configuring Management Policy

Configuring Permissions for Access Account Connecting to AD LDS Instance Changing Access Account Removing Connection to AD LDS Instance Adding Secret Questions Editing and Deleting secret questions

Management Policies

Checklist: Configuring Password Manager Understanding Management Policies Configuring Access to the Administration Site Configuring Access to the Self-Service Site Configuring Access to the Helpdesk Site

Changing Access Account Removing Connection to AD LDS Instance

Configuring Questions and Answers Policy

Creating Secret Questions Editing and Deleting Questions Configuring Q&A Profile Settings

Workflow overview

Workflow structure Workflow state Workflow settings

Custom workflows

Importing and exporting workflows

Custom Activities

Custom Activity Settings Creating Custom Activities Importing and Exporting Custom Activities Removing Custom Activities

Self-Service Workflows

Configuring country code drop-down menu

Manage My Profile Forgot My Password Manage My Passwords Unlock My Account My Notifications I Have a Passcode Overview of Built-in Self-Service Activities

Authentication Activities

Display CAPTCHA Display reCAPTCHA Authentication Methods Authenticate with Password Authenticate with Q&A Profile (Random Questions) Authenticate with Q&A Profile (Specific Questions) Authenticate with Defender Authenticate with an external provider Authenticate with RADIUS Two-Factor Authentication Authenticate via Phone Authenticate with Passcode

Action Activities

Edit Q&A Profile Reset Password in AD LDS Change Password in AD LDS Reset Password in AD LDS and Connected Systems Change Password in AD LDS and Connected Systems Unlock Account Enable Account Force User to Change Password at Next Logon Subscribe to Notifications Lock Q&A Profile Display User Agreement Restart Workflow if Error Occurs

Notification Activities

Customizing Notifications Email User if Workflow Succeeds Email User if Workflow Fails Email Administrator if Workflow Succeeds Email Administrator if Workflow Fails

Helpdesk Workflows

Verify User Identity Assign Passcode Reset Password Unlock Account Unlock Profile Enforce Update of Profile Overview of Built-in Helpdesk Activities

Authentication Activities

Authentication Methods Authenticate with Q&A Profile Authenticate via Phone Authenticate with Defender Authenticate with RADIUS Two-Factor Authentication

Action Activities

Reset Password in AD LDS Reset Password in AD LDS and Connected Systems Unlock Account Enable Account Force User to Change Password at Next Logon Assign Passcode Unlock Q&A Profile Enforce Update of Q&A Profile Restart Workflow if Error Occurs

Notification Activities

Customizing Notifications Email User if Workflow Succeeds Email User if Workflow Fails Email Administrator if Workflow Succeeds Email Administrator if Workflow Fails

User Enforcement Rules

Invite Users to Create/Update Q&A Profiles Remind Users to Create/Update Q&A Profiles Remind Users to Change Password

General Settings

General Settings Overview Search and Logon Options

Configuring Search and Security Options for the Self-Service Site

Partial user search on external network Configuring Security Options

Configuring Search Options for the Helpdesk Site Configuring Security Settings

Hiding personally identifiable information for logged-in users Configuring anti-bot security settings

Configuring CAPTCHA security images Configuring reCAPTCHA security settings

Import/Export Configuration Settings

Exporting Configuration Settings Importing Configuration Settings

Outgoing Mail Servers Diagnostic Logging Scheduled Tasks

Invitation to Create/Update Profile Task Reminder to Create/Update Profile Task Reminder to Change Password Task Maximum Password Age Policy Task Update RADIUS server status User Status Statistics Task Clear Old Records from Reporting Database

Web Interface Customization Instance Reinitialization

Modifying Service Connection Settings Modifying Advanced Settings

Realm Instances AD LDS Instance Connections

Using Connections to AD LDS Instances Specifying Access Account for AD LDS Instance Connections Changing Access Account for AD LDS Instance Connections Removing Connection to AD LDS Instance

Extensibility Features

Extensibility Features Overview

RADIUS Two-Factor Authentication Password Manager components and third-party applications

Password Manager Secure Token Server Configuring Password Manager Secure Token Server

Unregistering users from Password Manager Bulk Force Password Reset Working with Redistributable Secret Management account

Redistributable Secret Management Service supported platforms Customizing Redistributable Secret Management log path

Email Templates

Password Policies

About Password Policies Creating a Password Policy Managing Password Policy Scope

Applying Password Policies Changing Policy Priority

Configuring Password Policy Rules

Password Compliance Password Age Rule Length Rule Complexity Rule Required Characters Rule Disallowed Characters Rule Sequence Rule User Properties Rule Symmetry Rule Custom Rule

Deleting a Password Policy

Enable S2FA for Administrators and Enable S2FA for HelpDesk Users Reporting

Reporting and User Action History Overview

Setting Up Reporting Environment Using Reports User Action History Managing Connections to SQL Server and Report Server

Best Practices for Configuring Reporting Services

Reporting Services Default Configuration Reporting Services Firewall Issues

Appendix A: Accounts Used in Password Manager for AD LDS

Password Manager Service Account Application Pool Identity Access Account for Application Directory Partition Connection Account for Using One Identity Quick Connect

Appendix B: Open Communication Ports for Password Manager for AD LDS Appendix C: Customization Options Overview

Customization of Steps in Self-Service and Helpdesk Tasks Email Notification Customization User Agreement Customization Account Search Options Customization Web Interface Customization Customization of Password Policies List Customization of Password Strength Meter

Appendix D: Feature imparities between the legacy and the new Self-Service Sites Glossary

Helpdesk Workflows

Management Policies > Helpdesk Workflows

By configuring the helpdesk workflows you can specify what tasks will be available to helpdesk operators on the Helpdesk site, and configure options for each available task. You can also create custom activities and custom workflows. For more information, see Custom workflows and Custom Activities.

The following helpdesk built-in workflows are available:

Verify User Identity
Assign Passcode
Reset Password
Unlock Account
Unlock Q&A Profile
Enforce Update of Q&A Profile

The helpdesk workflows correspond to the tasks on the Helpdesk site. If you enable a helpdesk workflow, the corresponding task will be available to operators on the Helpdesk site.

Verify User Identity

Management Policies > Helpdesk Workflows > Verify User Identity

You can use this workflow to configure the Verify User Identity task for the Helpdesk site. A helpdesk operator should verify user identity before performing any password management task.

The default configuration of this workflow is the following:

Authentication Methods.
Restart workflow if error occurs.
Email user if workflow succeeds.
Email user if workflow fails.

Assign Passcode

Management Policies > Helpdesk Workflows > Assign Passcode

You can use this workflow to configure the Assign Passcode task for the Helpdesk site. By using this task helpdesk operators can assign temporary passcodes to users who have forgotten their passwords and are not registered with Password Manager or have forgotten their answers to secret questions.

The default configuration of this workflow is the following:

Assign passcode.
Unlock Q&A profile.
Restart workflow if error occurs.
Email user if workflow succeeds.
Email user if workflow fails.

Reset Password

Management Policies > Helpdesk Workflows > Reset Password

You can use this workflow to configure the Reset Password task for the Helpdesk site. Helpdesk operators use this task to reset user passwords in managed AD LDS instances and other connected data sources, if applicable.

The default configuration of this workflow is the following:

Authentication Methods.
Reset password in AD LDS.
Restart workflow if error occurs.
Email user if workflow succeeds.
Email user if workflow fails.

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