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One Identity Safeguard for Privileged Passwords 6.0 LTS - Administration Guide

Introduction System requirements Using the virtual appliance and web management console Cloud deployment considerations Setting up Safeguard for Privileged Passwords for the first time Search box Using the web client Installing the desktop client Using the desktop client 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 Appendix E: Historical changes by release Glossary

My Requests (web client)

If you are a requester, click My Requests to make a request or see information about requests.

To make a request

You must be an authorized user of an entitlement to create a request for the assets and accounts you need.

  1. Click My Requests to go to the My Request page.
  2. Follow the workflow steps. For more information, see Requesting a password release.

To create a favorite

You can create favorites for requests you make often. For more information, see Favorites (web client).

To view and manage requests

On the My Requests page, you can view the requests. Control the display using the following approaches:

  • Click Sort By then select to sort by Account Name, Asset Name, Due Next, Expiring Next, Most Recent, or Status.
  • Click sort up or sort down to sort in ascending or descending order.
  • Click Filters to filter by the status.
    • All: Requests in all states.
    • Available: Approved requests that are ready to view or copy.
    • Pending Approval: Requests that are waiting for approval
    • Approved: Requests that have been approved, but the checkout time has not arrived. Or, for pending accounts restored when using the Safeguard for Privileged Passwords suspend feature.
    • Revoked: Approved requests retracted by the approver. The approver can revoke a request after the request has become available.
    • Expired: Requests for which the checkout duration has elapsed.
    • Denied: Requests denied by the approver.
  • For more information, see Search box.

Approvals (web client)

If you are an approver, click Approvals on the left of the page to manage approvals. On the Approvals page, you can:

  • View details: Select the request and the details display on the right of the page.
  • Approve one or more request: Select the requests. Then, click to approve all the selected requests. Optionally, enter a comment.
  • Deny one or more request: Select the requests. Then, click to deny all the selected requests. Optionally, enter a comment.
  • Change the columns that display: Click and select the columns you want to see.
  • Search: For more information, see Search box.

For more information, see Approving a password release request.

Reviews (web client)

Select Reviews on the left of the page to manage reviews. On the Reviews page, you can:

  • View details: Select the request and the details display on the right of the page.
  • Mark one or more request as reviewed: Select the requests. Then, click to mark all the selected requests as reviewed. A comment may be required or, if not required, added.
  • Change the columns that display: Click and select the columns you want to see.
  • Search: For more information, see Search box.

Favorites (web client)

On your Home or My Requests page, you will see My Favorites (number of favorites). You can quickly make requests by creating a favorite of requests you make often, then just click the favorite.

You must be authorized to create requests for the assets and accounts you choose to include in a favorite. To change the look of the favorite tiles, click for large icons or for small icons.

Add a favorite

  1. To the right of My Favorite Requests, click Add.
  2. On the Asset Selection page, select the assets to access. Use the following approaches to quickly find the assets you want:
    • Click to search the Asset, Network Address, or Platform. For more information, see Search box.
    • Once you've selected assets, the number of Assets selected displays in the lower left. You can toggle between Show only selected and Show all.
    • In the lower right, select the number of Items per page that display. Click the arrows to move through the pages.
  3. Click Next to select the accounts.
  4. On the Account & Access Type Selection , select the account for the asset. If there are several accounts associated with an asset:
    1. Click the Select Account(s) link.
    2. Select the account(s) for that asset.
    3. Click OK.
    4. Continue to select accounts for each asset.
  5. Click Next to provide favorite details:
    1. Enter a Name for the favorite.
    2. Enter a Brief Description.
    3. Select the color of the favorites tile.
  6. Click Add.

Manage a favorite

Once a favorite has been created, you can use and manage the favorite.

  1.  Click the menu on the right of the favorite and perform a task:
    • Click Submit Request to submit the request and launch the request workflow.
    • Click Change Color to change the color of the favorite. This is useful to color code types of requests.
    • Click Remove to delete the favorite.
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