Customization Tool for Password Manager 5.5, 5.6, 5.7 (156150)

Customization Tool for Password Manager 5.5, 5.6, 5.7

Customization tool offers you additional options for customizing Password Manager sites. By using this tool, you can:
•    Customize error messages for the Self-Service, Helpdesk and Administration sites
•    Customize password policy rules texts and related errors

System Requirements
To use the customization tool the following requirements must be met:

• Operating system: Windows Server 2008 or later
• Microsoft .NET Framework 4.0 or later
• If you want to load data from and upload it directly to Password Manager configuration, the tool must be run on the computer on which Password Manager is installed

You can use the customization tool in a standalone mode i.e. run the tool on a computer on which Password Manager is not installed. When you use the tool in a standalone mode, you need to load data from and save it to a specified file.

When you use the customization tool in a connected mode, you can load data from and upload it directly to Password Manager's configuration as well as load data from a file and save it to the file.

If you want to make the modifications on a server other than the Password Manager server, you still need to install the customization tool on the Password Manager server for two reasons:

1. In order to generate the file to be used to upload on the server where you want to make the changes and
2. To upload the resulting file created by the customizations on that other server.

Getting Started

The customization tool is distributed as a ZIP archive. To launch the tool, extract all files supplied in the archive to a single folder and run the QPM.CustomizationTool.exe file.

Note: Before modifying any configuration data with the customization tool, it is strongly recommended to export Password Manager's configuration to a file using the Import/Export Settings option on the Administration site to create a backup of the configuration.

To start using the tool, load data to the tool. To load data directly from Password Manager's configuration, click Load data from product configuration on the main page. To load data from a file previously saved with this tool, click Load data from file on the main page, select the required file and click Open.

Switching from Password Manager 5.6 to 5.5

By default, the tool is configured for Password Manager 5.6. If you want to use this tool for Password Manager 5.5, make the following changes to the file QPM.CustomizationTool.exe.config:

1. Comment the string <add vendor="Dell" productNameAbbr="Password Manager"/>
2. Uncomment the string <add vendor="Quest Software" productNameAbbr="QPM"/>

As a result, the strings under the <products> element will look as follows:
    <add vendor="Quest Software" productNameAbbr="QPM"/>
    <!--add vendor="Dell" productNameAbbr="Password Manager"/>-->

To use the tool with Password Manager 5.7.x 

        1. Change the default string <add vendor="Dell" productNameAbbr="Password Manager"/>  as follows:

             <add vendor="One Identity" productNameAbbr="Password Manager"/>

Customization Options Overview

On the main page of the customization tool, the following customization options are available:

• Customize error messages
• Customize password policy rules

Customize Error Messages
This option allows you to customize error messages that appear on the Self-Service, Helpdesk and Administration sites. You can customize error messages not only in English but also in the following languages:

• Chinese (Simplified)
• Chinese (Traditional)
• Czech
• Danish
• Dutch
• French
• German
• Italian
• Japanese
• Korean
• Polish
• Portuguese (Brazil)
• Portuguese (Portugal)
• Russian
• Spanish
• Swedish

Note: If an error message contains parameters, do not modify them. If existing parameters are replaced with custom ones, parameter values will not be displayed in the error message. If the message consists of several part separated by vertical bars, make sure the customized message has the same number of parts. It is recommended not to change the order of parts. Do not use vertical bar characters in customized messages, except for cases when vertical bars are used in the original message.

To customize error messages

1. On the tool’s main page, click Load data from product configuration or Load data from file.
2. After the data has been loaded, click Customize error messages on the main page.
3. On the Customize Error Messages page, search for an error message by entering a part of message text or message ID and clicking Search.
4. To search for messages in a particular language, choose the required language from the drop-down list next to the Search button.
5. To view a message in all languages, click its ID.
6. To customize the message, click its text and edit it. Click Reset to default to discard changes.
7. Click Upload to product configuration or Save to file to save and apply your changes. If you select the Save to file option, the tool will automatically use the previously opened file to save the data.
8. Restart the QPM Service and QPM application pools.

Customize Password Policy Rules

This option allows you to customize the text of password policy rules and related errors that are displayed on the Self-Service site when users reset or change their passwords.

To customize password policy rules

1. On the tool’s main page, click Load data from product configuration or Load data from file.
2. After the data has been loaded, click Customize password policy rules on the main page.
3. On the Customize Password Policy Rules page, search for a password policy rule by entering a part of its text or ID and clicking Search.
4. To search for rule texts in a particular language, choose the required language from the drop-down list next to the Search button.
5. To view a rule text in all languages, click its ID.
6. To customize the rule text, click and edit it. Click Reset to default to discard changes.
7. Click Upload to product configuration or Save to file to save and apply your changes. If you select the Save to file option, the tool will automatically use the previously opened file to save the data.
8. Restart the QPM Service.

Resetting Customized Values to Default

The customization tool enables you to reset customized data to default values, i.e. revert customized settings to the out-of-the-box state. The following values can be reset to default:

• Customized error messages
• Customized password policy rules

To reset customized values to default

1. On the tool’s main page, click Load data from product configuration or Load data from file.
2. After the data has been loaded, click Reset customized values to default on the main page.
3. In the Reset to Default window, select the required check boxes and click OK.
4. On the main page, click Upload to product configuration or Save to file to save and apply your changes. If you select the Save to file option, the tool will automatically use the previously opened file to save the data.

Password Manager 5.5 / 5.6 Customization Tool