Checking an asset's connectivity
After you add an asset you can verify that Safeguard for Privileged Passwords can log in to it using the Check Connection/Test Connection option.
NOTE: When you run Test Connection from the asset's Connection tab (such as when you add the asset initially), you must enter the service account credentials. Once you add the asset to Safeguard for Privileged Passwords it saves these credentials.
The Check Connection/Test Connection option does not require that you enter the service account credentials because it uses the saved credentials to verify that it can log in to that asset.
- Navigate to Administrative Tools | Assets.
- Select an asset in the object list then right-click to open the asset's context menu.
- Choose the Check Connection option.
Safeguard for Privileged Passwords displays a Toolbox task pane that shows the results.
-
Navigate to Asset Management | Assets.
-
Select an asset.
-
Click the Test Connection button.
Safeguard for Privileged Passwords displays a task pane that shows the results.
Assigning an asset to a partition
Use the Assets view to assign an asset to a partition. An asset can only be in one partition at a time. When you add an asset to a partition, all accounts associated with that asset are automatically added to that partition, as well.
You cannot remove an asset from a partition. However, you can add the asset to another partition either from the scope of the other partition or from an asset's General/Properties tab.
- Navigate to Administrative Tools | Assets.
- Double-click an asset to open the general properties or click the Edit icon next to the General title on the General tab.
- On the Asset dialog, click Partition.
- Click Browse to select a partition.
- Once you have selected a partition, click OK to save the selection.
- Click Apply to save your changes.
-
Navigate to Asset Management | Assets.
-
Select an asset and click Edit.
-
Under Management, click Edit.
-
Click the Browse button associated with the Partition field.
-
Once you have selected a partition, click Select Partition to save the selection.
-
Click OK to save your changes.
Assigning a profile to an asset
Use the Assets view to assign a profile to an asset.
- Navigate to Administrative Tools | Assets.
- Double-click an asset to open the general properties or click the Edit icon next to the General title on the General tab.
-
On the Asset dialog, click Browse to select a profile.
- Once you have selected a profile, click OK. You can only choose profiles that are in the selected asset's partition.
- Click Reset to set the profile to the current default.
- Click Apply to save your changes.
-
Navigate to Asset Management | Assets.
-
Select an asset and click Edit.
-
Under Management, click Edit.
-
Click the Browse button associated with the Password Profile field.
-
Once you have selected a password profile, click Select Password Profile to save the selection. You can only choose profiles that are in the selected asset's partition.
-
Click OK to save your changes.
Manually adding a tag to an asset
Asset Administrators can manually add and remove static tags to an asset using the Tags pane, which is located at the bottom of the General tab when an asset is selected on the Assets view.
You cannot manually remove dynamically assigned tags which are defined by rules and indicated by a lightening bolt icon. You must modify the rule associated with the dynamic tag if you want to remove it. For more information, see Modifying an asset or asset account tag.
- Navigate to Administrative Tools | Assets.
-
Select an asset from the object list (left-pane).
- Open the General tab and scroll down to view the Tags pane.
- Click next to the Tags title.
-
Place your cursor in the edit box and enter the tag to be assigned to the selected asset.
As you type, existing tags that start with the letters entered will appear, allowing you to select a tag from the list.
To add additional tags, press Enter before entering the next tag.
-
Click OK.
If you do not see the new tag, click Refresh.
-
To remove a manually assigned tag, click the X inside the tag box.