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Password Manager 5.12 - 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 Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset 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 Appendixes Glossary

Self-Service Workflows

Legacy Self-Service or Password Manager Self-Service site workflows

By configuring the Legacy Self-Service or the Password Manager Self-Service workflows, you can specify what tasks will be available for users on the Legacy Self-Service site and on the Password Manager Self-Service site, and configure options for each available task. Preconfigured Self-Service workflows are available out of the box. You can always customize the workflow, add activities to or remove them from the workflow.

The following are the available Legacy Self-Service and Password Manager Self-Service workflows:

  • Register
  • Manage My Profile
  • Forgot My Password
  • Manage My Passwords
  • Unlock My Account
  • My Notifications
  • I Have a Passcode

All available workflows are preconfigured and ready to use.

The Self-Service and the workflows correspond to the tasks on the Self-Service site. If you enable a self-service workflow, the corresponding task will be available to users on the Self-Service site.

The Self-Service workflows provide the ability to combine different authentication options in a single workflow. For example, you can configure the authentication activities so that all secret questions are displayed on a single page, or only one secret question is displayed at a time. You can combine different authentication options such as authentication with Questions and Answers profile, Defender, and phone authentication in a single workflow.

Register

Use this workflow to select which registration methods to display on the User site.

Select registration mode allows the administrator to configure which registration methods are allowed for registration to the users. The Following are the three methods available for the users to register:

  • Corporate authentication
  • Security questions
  • Personal contact method: Email and Mobile

The selected options is added in the Password Manager User site.

 NOTE: When the administrator select registration method(s), only the respective authentication methods are visible to the administrator in Authentication methods.

Select one of the radio buttons to set the method as mandatory registration method. The administrator can set a method mandatory from Select the registration method that must be set as the mandatory registration method for users in the User site. When the administrator selects a method as mandatory, it is compulsory for users for registration in the User site. To set as mandatory registration method for the users in the Password Manager User site, select one of the following options:

  • Corporate authentication
  • Security questions
  • Personal contact method: Email and Mobile
  • Allow user to choose

Configuring country code drop-down menu

You can configure the options to add, remove, or modify the country code drop-down menu.

To modify the view of the drop-down menu to display the country name or the country code, navigate to the location where Password Manager is installed. Open the QPM.Service.Host.exe.config file. Add the required details in the <CountryConfig ShowWith="Attribute"> tag, where <"Attribute"> can be CountryName or CountryCode.

To add a new country code, provide the required details in the <add CountryName="<required country name>" CountryCode="<required country code>" ISDCode="<required ISD code>">.

Restart the Password Manager service to view the updates in the country code drop-down menu.

Manage My Profile

The Manage My Profile workflow allows the administrator to manage user profiles in Active Directory by using the Admin site. Manage My Profile uses settings of Register workflow.

Use this workflow only if the user's Questions and Answers profile is pending for update. To configure, do the following:

  1. Select Manage My Profile workflow in the Password Manager Administration site.
  2. Click Settings.
  3. Select Run this activity only if user's profile should be updated check box.

NOTE: In case of an upgrade from 5.8.2 to 5.9.x, if the user is registered with Personal Contact Method(Mobile) in 5.8.2, then the user will be prompted to re-enter the country code as well as the mobile number, the very first-time(post-upgrade to 5.9.x) while trying to update the profile through the Manage My Profile workflow.

 

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