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Password Manager 5.13.0 - 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 Internal Feedback 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 S2FA for Administrators & Enable S2FA for HelpDesk Users Reporting Password Manager Integration Accounts Used in Password Manager Open Communication Ports for Password Manager Customization Options Overview Feature imparities between the legacy and the new Self-Service Sites Glossary

Environment Health Checker Task

This scheduled task is used to check the status of all domain controllers from all domain connections and select the best available domain controller for each connection.

For example, to connect to a managed domain “mydomain.com” three domain controllers can be used: domain controller (DC)1, 2 and 3; the best available domain controller is DC 1. By default, the best available domain controller is used to connect to the domain. If this domain controller becomes unavailable, the next available domain controller is automatically selected. For example, DC 2 is now used to connect to the domain. But if DC 1 becomes available again, the connection will not be automatically switched to DC 1. To switch back to DC 1, the environment health checker task should be run. This task checks the availability of domain controllers for domain connections, and selects the best domain controller for each connection.

To schedule this task

  1. Connect to the Administration site by typing the Administration site URL in the address bar of your Web browser. By default, the URL is http://<ComputerName>/PMAdmin/.

    NOTE: When prompted to log in, provide your domain user name in a domainname\username format.

  2. On the menu bar, click General Settings, then click the Scheduled Tasks tab.
  3. Click Edit under the Environment Health Checker task.
  4. To enable the task select the The task is enabled check box.
  5. From the drop-down list select one of the following options: Run hourly, Run daily or Run weekly.
  6. Depending on the option selected above, specify the time and/or days of the week when this task should be run.
  7. Under Run the task on this Password Manager instance, select the Password Manager server on which the task should be run.

    		IMPORTANT: The task status can be viewed only on the Password Manager instance on which the task is scheduled to run.
  1. Click Save.

To force the task to run earlier than scheduled, click the Run now link under the task.

 

Update RADIUS server status

This task is used to update the RADIUS server status. By default, the schedule task runs for every 5 minutes.

To schedule this task

  1. Connect to the Administration site by typing the Administration site URL in the address bar of your Web browser. By default, the URL is http://<ComputerName>/PMAdmin/.

    NOTE: When prompted to log in, provide your domain user name in a domainname\username format.

  2. On the menu bar, click GeneralSettings, then click the Scheduled Tasks tab.
  3. Click Edit under the Update RADIUS server status task.
  4. From the drop-down list select one of the following options: Run hourly, Run daily or Run weekly.
  5. Depending on the option selected above, specify the time and/or days of the week when this task should be run.
  6. Under Run the task on this Password Manager instance, select the Password Manager server on which the task should be run.

    IMPORTANT: The task status can be viewed only on the Password Manager instance on which the task is scheduled to run.

  7. Click Save.

Web Interface Customization

Web Interface Customization

Web Interface Customization provides a simple and convenient way to customize the appearance of the Self-Service and Helpdesk sites. For example, you can change the company and product logos, splash screen logos, and modify the color scheme.

The default Product logo and the Company logo specific to Legacy self-service site are transparent images which are not applicable to the Password Manager Self-Service site. Hence, the transparent images may appear to be missing in the Password Manager Self-Service site.

Enabling Self-Service UI 5.13.0

The following options appear only in case of Inplace Upgrade and the clean installation of version 5.13.0 since inplace upgrade is the only upgrade which retains the Legacy Self Service site along with the Password Manager Self Service site(Self-Service UI version 5.9.5 onwards).

  • Maintain Self-service site (pre-5.9.5)
  • Switch to Self-service site (5.9.5 onwards)

IMPORTANT:

  • The default product logo and the company logo image used in the Legacy Self Service site may not be compatible with the Password Manager Self Service site as there is a limitation to the pixels in the image.
  • Users could apply any valid custom product logo and company logo to the Legacy Self service site and the same gets applied on the Password Manager Self-service site (Self Service UI 5.9.5 onwards).

To replace product and company logos with custom images

  1. On the home page of the Administration site, click General Settings, and then click the Web Interface Customization tab.
  2. Under the Product logo (all interfaces and versions) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 400 by 48 pixels and the image must be saved as a PNG with transparency.
  3. Under the Company logo (all interfaces and versions) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 210 by 48 pixels and the image must be saved as a PNG with transparency.
  4. Click Save.

NOTE: When you click Reset to Default, the customized product logo/ company logo gets reset to default.

To replace splash screen product and company logos with custom images

  1. On the home page of the Administration site, click General Settings, and then click the Web Interface Customization tab.
  2. Under the Splash Screen Product logo (Self-Service UI 5.9.5 onwards) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, that the image size must be 600 by 150 pixels and the image must be saved as a PNG with transparency. The Splash Screen Product logo appears as soon as you launch the self-service and help-desk sites.
  3. Under the Splash Screen Company logo (Self-Service UI 5.9.5 onwards) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 400 by 200 pixels and the image must be saved as a PNG with transparency.
  4. Click Save.

NOTE: When you click Reset to Default, the customized product logo/ company logo gets reset to default.

To replace large product logo for the helpdesk site

  1. Under the Large product logo (Helpdesk site logon page) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 440 by 70 pixels and the image must be saved as a PNG with transparency.
  2. Click Save.

NOTE: When you click Reset to Default, the customized product logo/ company logo gets reset to default.

By modifying the color scheme you can customize the appearance of the Self-Service and Helpdesk sites to fit your corporate standards. Each color scheme offers a main color, page title, text, hyperlink, icon, button, button text and error text colors. The main color defines the logo bar color.

To modify the color scheme

  1. On the home page of the Administration site, click General Settings, and then click the Web Interface Customization tab.
  2. Under the Color scheme option, select the required color scheme for the Self-Service and Helpdesk sites.
  3. To preview the selected color scheme on the Password Manager self-service site, click Preview (Self-Service UI version 5.9.5 onwards) link.
  4. To preview the selected color scheme on the Legacy self-service site and helpdesk site, click Preview (Self-Service UI / Helpdesk pre 5.9.3) link.
  5. To adjust your own color scheme, click Custom and navigate to various components listed for the customization of the helpdesk site and the legacy self service site. The components that can be customized are Main color, page title color, text color, hyperlink color, icon color, button color, button text color, error text color.
  6. Click Save.

NOTE:

  • Reset to Default option resets the customized components and resets it back to the default in the Helpdesk site and the Legacy self service site.
  • Custom color scheme cannot be applied to the Password Manager Self service site (Self-Service UI version 5.9.5 onwards).

Feedback Form

Feedback form is introduced in Password Manager Self service site (Self-Service UI version 5.9.5 onwards). The feedback form allows the users of the Password Manager Self service site to share the feedback on the user experience.

NOTE: No personal information of the users are collected and stored, and the survey is anonymous. By default, the Feedback form in enabled in the Password Manager Self service site.

To enable or disable feedback option

  1. On the home page of the Administration site, click General Settings, and then click the Web Interface Customization tab.
  2. In the Customize the appearance of the Self-Service and HelpDesk sites section, switch the toggle key in the Self-Service feedback form (5.9.5 onwards) to enable or disable the feedback option. By default, the feedback option is enabled.
  3. Click Save.

Instance Reinitialization

Instance Reinitialization

This section provides information on how to reinitialize an instance of Password Manager Service. Reinitialization means changing any of the settings you specified during initialization: the certificate for encrypting traffic between the standalone Self-Service and Helpdesk sites and the Password Manager Service, port number, encryption algorithm and key length, and hashing algorithm.

You may want to reinitialize the Password Manager instance to change any of the settings you specified when initializing the instance.

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