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Password Manager 5.12.3 - Administration Guide (AD LDS Edition)

About Password Manager Getting Started Upgrading Password Manager Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in Perimeter Network Management Policy Overview Password Policy Overview reCAPTCHA Overview User Enrollment Process Overview Questions and Answers Policy Overview Data Replication Phone-Based Authentication Service Overview Configuring Management Policy
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 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 AD LDS Instance 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
Password Policies Enable S2FA for Administrators and Enable S2FA for HelpDesk Users Reporting Accounts Used in Password Manager for AD LDS Open Communication Ports for Password Manager for AD LDS Customization Options Overview Feature imparities between the legacy and the new Self-Service Sites Glossary

Unlock Account

You can use this workflow to configure the Unlock Account task for the Helpdesk site.

The default configuration of this workflow is the following:

  1. Authentication Methods.
  2. Unlock account.
  3. Restart workflow if error occurs.
  4. Email user if workflow succeeds.
  5. Email user if workflow fails.

Unlock Profile

You can use this workflow to configure the Unlock Profile task for the Helpdesk site. By using this task, helpdesk operators can unlock user's profiles that are locked out as a result of a sequence of failed attempts to provide the correct answers to secret questions.

The default configuration of this workflow is the following:

  1. Unlock profile.
  2. Restart workflow if error occurs.
  3. Email user if workflow succeeds.
  4. Email user if workflow fails.

Enforce Update of Profile

You can use this workflow to configure the Enforce Update of Profile task for the Helpdesk site. Helpdesk operators can perform this task to require users to update their Q&A profiles so that the profiles meet requirements of the current Q&A policy.

The default configuration of this workflow is the following:

  1. Enforce update of profile.
  2. Restart workflow if error occurs.
  3. Email user if workflow succeeds.
  4. Email user if workflow fails.

Overview of Built-in Helpdesk Activities

All built-in activities available in the helpdesk workflows fall into the following categories: authentication, actions and notifications.

Authentication activities are a group of activities that provide different authentication options, for example authentication with Questions and Answers profiles, or phone-based authentication.

The actions category includes activities that are core components of the helpdesk workflows, for example Unlock Account, Assign Passcode, 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 helpdesk activities and provide information about the settings specific to each activity.

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