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Safeguard Privilege Manager for Windows 4.7.1 - Administration Guide

TitlePageProxy Copyright Table of Contents About this guide What is Safeguard Privilege Manager for Windows? Installing Safeguard Privilege Manager for Windows Configuring Client data collection Configuring Instant Elevation Configuring Self-Service Elevation Configuring Temporary Session Elevation Configuring privileged application discovery Deploying rules Removing local admin rights Reporting Client-side UI customization Using Microsoft tools Maintaining a least privileged use environment Database Planning Product Improvement Program About us

Advanced Policy Settings Report

This report lists all configuration details, except those set to the Not Configured option, of the Advanced Policy Settings for your GPOs in a single view:

  • Client Data Collection Settings

  • Client Deployment Settings

  • Self-Service Elevation Request Settings

  • Privileged Application Discovery Settings

  • Instant Elevation Settings

The details for each privilege Elevation event are specified in the corresponding section for each of the settings. To learn how to create this type of report and manage the data, see Generating and using reports.

Generating and using reports

To generate a report

  1. Under the Reporting section of the Console, select the type of report. The window for the report will open to the right.

  2. Click Generate Report to generate a report based on the default filter settings displayed in the Applied Filters section on the top of the screen. You can create multiple shared filter sets and save settings that other administrators can use. For more information, see Using the Applied Filters Wizard.

  3. Use the toolbar next to the Applied Filters drop-down menu to add, edit, copy, or delete a filter.

    The results appear below.

  4. For the Rule Deployment report, use the Type and Sort menus to view additional information and sort data.

  5. To navigate the pages or organize them and search for data, use the toolbar at the top of the results window:

  6. To navigate across a multi-page report, use the and buttons.

  7. The Number of Records field in the upper part of the results page refers to the number of rules listed in the report.

To save the data, use either of the following methods on the results window:

  • Using the Copy button

    1. Click anywhere on the results window.

    2. Click Copy.

    3. Paste the copied data into a file.

  • Using the Export To button

    1. To save the data into a PDF, Excel, HTML, or RTF file, in the toolbar of the of the results window, click Export To PDF, Export To Excel, Export To Html, or Export To RTF .

    2. In the Save As window that appears, name the report.

    3. Click Save.

Using the Applied Filters Wizard

To use the Applied Filters Wizard to modify displayed requests and save shared filters for other administrators

  1. Open the Console and select the area for your shared filter set by completing one of the following steps:

    • Under the Reporting section, open the screen for Elevation Activity, Rule Deployment, Instant Elevations, Rule Details, or Advanced Policy Settings, or

    • Under the Discovery and Remediation section, open the screen for Privileged Application Discovery or Self-Service Elevation Requests.

      The Applied Filters section appears on the top of the screen.

  2. Use the toolbar next to the Applied Filters drop-down menu to add, edit, copy, or delete a filter.

    The Applied Filters Wizard appears when you add a filter.

  3. Complete the following steps:

    1. Enter a name for your filter set.

    2. Select a filter type in the left section.

    3. Set the desired parameters in the right section.

    4. Press Reset to reset to the default screen, OK to save your settings, or Cancel to close the screen.

      1. You can create multiple shared filter sets and save settings that other administrators can use.

        When you select a filter type, it is saved automatically and you can proceed to another modification. Select as many filter types as necessary by switching between them and configuring settings.

    NOTE: Each filter type can have only one value specified. Every time you set a new value for the same filter type, the newer one overwrites the older one.

  4. When finished, click OK to save your changes.

    The specified filter values appear in the Applied Filters list.

Using the Scheduled Reports Details Wizard

After you create a shared filter set to modify your report criteria, you can select a report and set its schedule and delivery. You can configure it to go to multiple recipients, including you, your manager, and/or the help desk. In addition, you can set the subject line to meet the requirements of your help desk. You can also specify network and file share locations to send it to.

To use the Scheduled Reports Details Wizard to generate a scheduled report

  1. Configure the Server.

    1. Use the Privilege Manager Server Setup Wizard to configure the Server Email Notification Configuration settings on the first screen of the wizard.

    2. If you previously completed the wizard, the remaining screens are automatically populated.

    3. Refer to the Safeguard Privilege Manager for Windows Quick Start Guide for step-by-step instructions.

  2. Create shared filter sets to modify your report criteria. You must create at least one shared filter set to generate a scheduled report. Scheduled reports work only for shared filter sets configured in the Reporting tab (except for the built-in Local Filters), not in Discovery & Remediation. For more information, see Using the Applied Filters Wizard.

  3. In the Reporting section of the navigation pane, select Scheduled Reports. The Scheduled Reports section appears on the top of the screen.

  4. Complete the following steps:

    1. Click Refresh to refresh the screen and update the last run time.

  5. Use the toolbar to add, edit, copy, or delete a report.

  6. The Scheduled Reports Details Wizard will open when you add a report.

  7. Complete the Type tab and click Next.

  8. Complete the Schedule tab.

    1. Select the Start time.

    2. Select the Cycle for how often the report will run. Changes to scheduled reports may take up to 10 minutes to take effect.

    3. Click Next.

  9. Complete one of the sub-tabs under the Delivery tab.

    1. Complete the Email sub-tab.

Or,

  1. Use the button to add email addresses and the button to remove them.

  2. Enter a subject.

  3. Select the report format.

  4. Complete the File share sub-tab.

    1. Type the folder path in the following format: \\ComputerName\SharedFolder

    2. Use the Browse button to locate the folder.

  5. Use the button to add folder paths and the button to remove them.

  6. Select the report format.

  7. Click Finish.

  8. After the report is created, check your email or file share to confirm receipt.

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