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Password Manager 5.12 - Administration Guide

About Password Manager Getting Started Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in 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 Configuring Access to the Administration Site Configuring Access to the Self-Service Site Configuring Access to the Helpdesk Site Configuring Questions and Answers Policy Workflow overview Custom workflows Custom Activities Self-Service Workflows Helpdesk Workflows Notification Activities User Enforcement Rules
General Settings
General Settings Overview Search and Logon Options Import/Export Configuration Settings Outgoing Mail Servers Diagnostic Logging Scheduled Tasks Web Interface Customization Instance Reinitialization Realm Instances Domain Connections Extensibility Features RADIUS Two-Factor Authentication Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Working with Redistributable Secret Management account Email Templates
Upgrading Password Manager Administrative Templates Secure Password Extension Password Policies Enable S2FA for Administrators & Enable S2FA for HelpDesk Users Reporting Password Manager Integration Appendixes Glossary

I Have a Passcode

You can use this workflow to configure the I Have a Passcode task for the Self-Service site. Users perform this task when they have forgotten their passwords and, at the same time, are not registered with Password Manager or have forgotten their answers to secret questions. In this case, they must obtain a temporary passcode from the Helpdesk before they can create or update Questions and Answers profiles and reset passwords.

The default configuration of this workflow is the following:

  1. Authenticate with passcode.
  2. Manage My Profile.
  3. Restart workflow if error occurs.
  4. Email user if workflow succeeds.
  5. Email user if workflow fails.

Self-Service Activities Overview

Legacy Self-Service and the Password Manager Self-Service site activities overview

All activities available in the Legacy Self-Service and Password Manager Self-Service site workflows fall into the following categories: authentication, actions, and notifications.

Authentication activities are activities that provide different authentication options, for example, authentication with password or Questions and Answers profiles, or phone authentication.

The actions category includes activities that are core components of the Self-Service workflows, for example, Unlock Account, Edit Q&A Profile, and other activities.

Notification activities are activities that you can use to configure email notifications for users and administrators, and specify conditions under which the notifications should be sent.

The following sections describe the self-service activities and provide information about the settings specific to each activity.

Authentication Activities

This section describes workflow activities that provide different authentication options.

Display CAPTCHA

Use this activity to display a CAPTCHA image on the Self-Service site and require users to enter the displayed characters before beginning a workflow. This feature provides enhanced protection against automated attacks.

This activity has the following settings:

  1. Number of characters Specify the number of characters that will be displayed on a CAPTCHA image.
  2. Noise level Select the noise level for a CAPTCHA image. The higher the level, the more difficult it will be to read the characters.
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