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Password Manager 5.13.2 - Administration Guide

About Password Manager Getting started Password Manager architecture
Password Manager components and third-party applications Typical deployment scenarios Password Manager in a 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 Legacy Self-Service Site or Password Manager Self-Service Site Configuring access to the Helpdesk Site Configuring Questions and Answers policy Workflow overview Custom workflows Custom activities Legacy Self-Service or Password Manager Self-Service Site workflows Helpdesk workflows Notification activities User enforcement rules
General Settings
General Settings overview Search and logon options Importing and exporting configuration settings Outgoing mail servers Diagnostic logging Scheduled tasks Web Interface customization Instance reinitialization Realm Instances Domain Connections Extensibility features RADIUS Two-Factor Authentication Internal Feedback Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Fido2 key management Working with Redistributable Secret Management account Email templates
Upgrading Password Manager Administrative Templates Secure Password Extension Password Policies Enable 2FA for administrators and helpdesk users Reporting Password Manager integration Accounts used in Password Manager Open communication ports for Password Manager Customization options overview Feature imparities between the legacy and the new Self-Service Sites Third-party contributions Glossary

Web Interface customization

Web Interface Customization provides a simple and convenient way to customize the appearance of the Self-Service and Helpdesk sites. For example, you can change the company and product logos, splash screen logos, and modify the color scheme.

The default Product logo and the Company logo specific to Legacy Self-Service Site are transparent images which are not applicable to the Password Manager Self-Service Site. Hence, the transparent images may appear to be missing in the Password Manager Self-Service Site.

Enabling Self-Service UI 5.13.2

The following options appear only in case of Inplace Upgrade and the clean installation of version 5.13.2 since inplace upgrade is the only upgrade which retains the Legacy Self Service site along with the Password Manager Self Service site(Self-Service UI version 5.9.5 onwards).

  • Maintain Self-Service Site (pre-5.9.5)

  • Switch to Self-Service Site (5.9.5 onwards)

IMPORTANT:

  • The default product logo and the company logo image used in the Legacy Self Service site may not be compatible with the Password Manager Self Service site as there is a limitation to the pixels in the image.

  • Users could apply any valid custom product logo and company logo to the Legacy Self service site and the same gets applied on the Password Manager Self-Service Site (Self Service UI 5.9.5 onwards).

To replace product and company logos with custom images

  1. On the home page of the Administration Site, click General Settings, then click the Web Interface Customization tab.

  2. Under the Product logo (all interfaces and versions) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 400 by 48 pixels large and the image must be a PNG file with transparency.

  3. Under the Company logo (all interfaces and versions) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 210 by 48 pixels large and the image must be a PNG file with transparency.

  4. Click Save.

NOTE: When you click Reset to Default, the customized product logo/ company logo gets reset to default.

To replace splash screen product and company logos with custom images

  1. On the home page of the Administration Site, click General Settings, then click the Web Interface Customization tab.

  2. Under the Splash Screen Product logo (Self-Service UI 5.9.5 onwards) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, that the image size must be 600 by 150 pixels large and the image must be a PNG file with transparency. The Splash Screen Product logo appears as soon as you launch the self-service and help-desk sites.

  3. Under the Splash Screen Company logo (Self-Service UI 5.9.5 onwards) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 400 by 200 pixels large and the image must be a PNG file with transparency.

  4. Click Save.

NOTE: When you click Reset to Default, the customized product logo/ company logo gets reset to default.

To replace large product logo for the Helpdesk Site

  1. Under the Large product logo (Helpdesk Site logon page) option, click Upload to browse your custom image. The uploaded image appears as a preview. Note, the image size must be 440 by 70 pixels large and the image must be a PNG file with transparency.

  2. Click Save.

NOTE: When you click Reset to Default, the customized product logo/ company logo gets reset to default.

By modifying the color scheme you can customize the appearance of the Self-Service and Helpdesk sites to fit your corporate standards. Each color scheme offers a main color, page title, text, hyperlink, icon, button, button text and error text colors. The main color defines the logo bar color.

To modify the color scheme

  1. On the home page of the Administration Site, click General Settings, then click the Web Interface Customization tab.

  2. Under the Color scheme option, select the required color scheme for the Self-Service and Helpdesk sites.

  3. To preview the selected color scheme on the Password Manager Self-Service Site, click Preview (Self-Service UI version 5.9.5 onwards) link.

  4. To preview the selected color scheme on the Legacy Self-Service Site and Helpdesk Site, click Preview (Self-Service UI / Helpdesk pre 5.9.3) link.

  5. To adjust your own color scheme, click Custom and navigate to various components listed for the customization of the Helpdesk Site and the legacy self service site. The components that can be customized are Main color, page title color, text color, hyperlink color, icon color, button color, button text color, error text color.

  6. Click Save.

NOTE:

  • Reset to Default option resets the customized components and resets it back to the default in the Helpdesk Site and the Legacy self service site.

  • Custom color scheme cannot be applied to the Password Manager Self service site (Self-Service UI version 5.9.5 onwards).

Feedback Form

Feedback form is introduced in Password Manager Self service site (Self-Service UI version 5.9.5 onwards). The feedback form allows the users of the Password Manager Self service site to share the feedback on the user experience.

NOTE: No personal information of the users are collected and stored, and the survey is anonymous. By default, the Feedback form in enabled in the Password Manager Self service site.

To enable or disable feedback option

  1. On the home page of the Administration Site, click General Settings, and then click the Web Interface Customization tab.

  2. In the Customize the appearance of the Self-Service and HelpDesk sites section, switch the toggle key in the Self-Service feedback form (5.9.5 onwards) to enable or disable the feedback option. By default, the feedback option is enabled.

  3. Click Save.

Instance reinitialization

This section provides information on how to reinitialize an instance of Password Manager Service. Reinitialization means changing any of the settings you specified during initialization: the certificate for encrypting traffic between the standalone Self-Service and Helpdesk sites and the Password Manager Service, port number, encryption algorithm and key length, and hashing algorithm.

You may want to reinitialize the Password Manager instance to change any of the settings you specified when initializing the instance.

Modifying service connection settings

Using service connection settings you can specify the following:

  • Certificate name: use this setting to enter the name of the certificate for authentication and traffic encryption the Password Manager Service and the Web sites (Self-Service and Helpdesk). By default, Password Manager uses a built-in certificate issued by One Identity for this purpose. If you install the web sites on a standalone server, it is recommended to replace the default certificate with a custom certificate issued by a trusted Windows-based authentication authority.

    For more information on obtaining and installing custom certificates, see Specifying Custom Certificates for Authentication and Traffic Encryption Between Password Manager Service and Websites.

  • Port number: Use this setting to specify the port that the Self-Service and Helpdesk sites will use to connect to the Password Manager Service. By default, port 8081 is used.

    IMPORTANT: If you change the certificate and port number, the Self-Service and Helpdesk sites installed on standalone servers will be unavailable to users until you reinitialize the sites using the updated settings. For information, see Installing Legacy Self-Service Site, Password Manager Self-Service Site and Helpdesk Site on a standalone server.

To modify the service connection settings

  1. On the home page of the Administration Site, click General Settings, and then click the Reinitialization tab.

  2. Under Service connection settings, from the Certificate name drop-down list, select the required certificate for authentication and traffic encryption between the Web sites (Self-Service and Helpdesk) and the Password Manager Service.

  3. In the Port number text box, enter the port number you want the Web sites to use to connect to the Password Manager Service.

  4. Click Save.

Modifying advanced settings

Using the advanced settings you can specify the following:

  • Encryption algorithm: Use this setting to select the encryption algorithm that is used to encrypt users’ answers to secret questions and other security sensitive information. You can select from two options: Triple DES and AES. By default, Password Manager uses Triple DES algorithm to encrypt data. Note, that users’ answers will be encrypted if the “Store answers using reversible encryption” option is selected in the Q&A Profile settings. Otherwise, the answers will be hashed.

  • Encryption key length: Use this setting to select whether a 192-bit or 256-bit encryption key will be used.

  • Attribute for storing Q&A profiles: Use this setting to enter the attribute name that will be used for storing Q&A profile data. By default, Password Manager stores Q&A profile data in the comment attribute of each user's account and the configuration data in the comment attribute of a configuration storage account, which is automatically created when installing Password Manager.

    Caution: If you change encryption settings and the attribute for storing Q&A profiles, the current instance will be excluded from a realm it belongs to and users may lose their Q&A profiles.

    When you change these settings, do the following to keep users’ Q&A profiles:

    • Export the current configuration when saving updated instance settings.

    • Update Q&A profiles using the Migration wizard (upload the exported configuration to the wizard) on the current instance.

    • To replicate new settings and updated Q&A profiles export the updated configuration from the current instance and import the configuration to other instances.

    If you do not use the Migration wizard to update users’ Q&A profile after changing the settings, users will have to re-register with Password Manager.

  • Hashing algorithm: Use this setting to select the hashing algorithm that will be used to hash users’ answers to secret questions. The following algorithms are available: MD5 and SHA-256. By default, Password Manager uses SHA-256 hashing algorithm. Password Manager will hash users’ answers if the Store answers using reversible encryption option is not selected in the Q&A Profile settings.

    IMPORTANT: If you change the hashing algorithm, the selected algorithm will be applied to newly created Q&A profiles only. Existing Q&A profiles will be hashed with the previously selected algorithm.

To modify the advanced settings

  1. On the home page of the Administration Site, click General Settings > Reinitialization, and expand the Advanced settings section.

  2. From the Encryption algorithm drop-down list, select the encryption algorithm for encrypting users’ answers to secret questions and other security sensitive data.

  3. From the Encryption key length drop-down list, select whether a 192-bit or 256-bit encryption key will be used to encrypt data.

  4. From the Hashing algorithm drop-down list, select the algorithm that will be used to hash users’ authentication answers.

  5. In the Select the attribute of user’s account in Active Directory in which user’s Questions and Answers profile and Corporate phone will be stored section, provide the following data.

    • Security questions: Enter the required security question.

    • Corporate Phone: Enter the mobile number of the user.

    • Corporate email: Enter the corporate's email id of the user.

  6. Click Save.

    After clicking Save, the Reinitialize Instance dialog appears.

  7. In the Reinitialize Instance dialog, a password is generated for the configuration file that you should export to update users’ Q&A profiles and click Export.

  8. Click Save.

Use one of the following methods to clear old hives from AD user objects.

To update users’ Q&A profiles with new instance settings and clear old Q&A data for user objects in Active Directory

  1. Run the Migration wizard from the Password Manager CD autorun window.

  2. On the Welcome page, select the Update users’ Q&A profiles with new instance settings and clear old Q&A data for user objects in Active Directory task.

  3. On the next page, upload the configuration file you exported. Click Browse to select the file, enter the password generated while exporting the configuration file, and click Next.

  4. On the Select users page, do one of the following and click Next:

    1. If you want to convert the Q&A profiles of users from the user scope of a Management Policy, select the required policy in the Select Management Policy drop-down box and click Next.

    2. If you want to convert the Q&A profiles of a user in a user group, select The following groups. To select groups, click Add and do the following:

      1. In the Add Groups dialog, enter the group name, select the domain from the list and click Search.

      2. Select the required groups in the list and click Save.

    3. If you want to convert the Q&A profiles of a user in an OU, select The following OUs. To select OUs, click Add and do the following:

      1. In the Add OUs dialog, enter the OU name, select the domain from the list and click Search.

      2. Select the required OUs in the list and click Save.

  5. On the next page, do one of the following and click Next:

    1. Click Update Q&A profiles in test mode to update profiles in test mode. Use this mode to preview the result of updating profiles.

    2. Click Update Q&A profiles in test mode to update profiles in production mode.

    NOTE: For production mode, select Clear old Q&A data for user objects in Active Directory checkbox to clear old user Q&A data.

  6. On the status page, click View the report for detailed information to view a detailed account of updating profiles. If you updated Q&A profiles in test mode, click Update Q&A profiles in production mode.

Once you have updated the Q&A profiles with new instance settings, join other instances to this realm by exporting the configuration from the current instance and importing it to other instances. For more information on how to import and export configuration settings, see Importing and exporting configuration settings.

Clear old Q&A data for user objects in Active Directory

  1. Run the Migration wizard from the Password Manager CD autorun window.

  2. On the Welcome page, select the Clear old Q&A data for user objects in Active Directory task.

  3. On the Select users page, do one of the following and click Next:

    1. If you want to clear the old Q&A profiles of users from the user scope of a Management Policy, select the required policy in the Select Management Policy drop-down box and click Next.

    2. If you want to clear the old Q&A profiles of a user in a user group, select The following groups. To select groups, click Add and do the following:

      1. In the Add Groups dialog, enter the group name, select the domain from the list and click Search.

      2. Select the required groups in the list and click Save.

    3. If you want to clear the old Q&A profiles of a user in an OU, select The following OUs. To select OUs, click Add and do the following:

      1. In the Add OUs dialog, enter the OU name, select the domain from the list and click Search.

      2. Select the required OUs in the list and click Save.

  4. On the status page, click View the report for detailed information to view a detailed account of updating profiles. Click Finish.

NOTE: The latest version of Q&A, which is currently in use will not be deleted.

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