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One Identity Safeguard for Privileged Passwords 6.0.11 LTS - Administration Guide

Introduction System requirements and versions Using API and PowerShell tools Using the virtual appliance and web management console Cloud deployment considerations Setting up Safeguard for Privileged Passwords for the first time Using the web client Getting started with the desktop client Using the desktop client Search box Privileged access requests Toolbox Accounts Account Groups Assets Asset Groups Discovery Entitlements Partitions Settings
Access Request settings Appliance settings Asset Management settings Backup and Retention settings Certificate settings Cluster settings External Integration settings Messaging settings Profile settings Safeguard Access settings
Users User Groups Disaster recovery and clusters Administrator permissions Preparing systems for management Troubleshooting Frequently asked questions Appendix A: Safeguard ports Appendix B: SPP 2.7 or later migration guidance Appendix C: SPP and SPS join guidance Appendix D: Regular Expressions SPP glossary

Requesting session access

If you are designated as an authorized user of an entitlement, you can request access for a specific period (or session) to any account or asset in the scope of the entitlement's policies.

You can configure One Identity Safeguard for Privileged Passwords to notify you of pending access request workflow events, such as when a session request is pending, denied, or revoked, and so on. For more information, see Configuring alerts.

To request session access

  1. Go to the new access request page:

    • From the web client, click Home or My Requests, then click New Request.
    • From the desktop client, go to the Home page, then click New Request.

    NOTE: You can also submit an access request from your Favorites pane, if you previously saved it as a favorite.

  2. On Asset Selection, select the assets to be included in the access request. The assets available for selection are based on the scope defined in the entitlement's access request policies. The limit is 50 assets.
    If an SPS_Initiated connection policy is selected when creating an access request, the assets associated by that request will not display. The session-related access policy assigned to SPS_Initiated is filtered out. A connection policy other that SPS_Initiated must be selected to create an Access Request for the asset.

  3. On Account & Access Type Selection, select the accounts to be included in the access request and the type of access being requested for each selected account. The accounts include linked accounts, if any. For more information, see Linked Accounts tab (user).

    • Asset: The display name of the managed system.
    • Network Address: The network host name or IP address of the managed system.

    • Account: The accounts available appear in the Account column. When an asset has multiple accounts available, either Select Account(s) or the account name appears as a hyperlink in the Account column. Click the hyperlink in the Account column to display a list of accounts available and select the accounts to be included in the access request.

      The accounts available for selection are based on the Asset-Based Session Access setting. For more information, see Access Config tab. Or, the accounts available for selection may have been added in the Scope tab when editing the entitlement access policy. For more information, see Scope tab.

      The settings are:

      • If None is selected in the access request policy, the accounts Safeguard for Privileged Passwords retrieved from the vault will be available for selection. The selected account will then be used when the session is requested.

      • If User Supplied is selected in the access request policy, you will be required to enter the user credentials as part of the request workflow, prior to launching the SSH, RDP, or telnet session.

      • If Linked Account is selected in the access request policy, linked directory accounts will be available for selection. The selected account will then be used when the session is requested.

      • If Directory Account is selected in the access request policy, only the specified directory accounts will be available for selection. The selected directory account will then be used when the session is requested.

    • Domain: The name of the domain for the request.

    • Access Type: The type of access request appears in the Access Type column. When multiple access request types are available, this value appears as a hyperlink, which when selected displays an additional dialog allowing you to select the access type. Select one of the following for a session request: RDP, SSH, or Telnet.

      The access type options available depend on the type of asset selected on Asset Selection. For example, RDP is only available for Windows sessions.

    You can remove an asset or account from the list, select the entry and click Delete.

  4. On the Request Details tab, configure the following settings, which will apply to all of the selected assets and accounts:

    1. Normal Access: If the policy has emergency access enabled, select this option to gain normal access to this password. Normal access ensures the access request goes through the entire end-to-end access release process from request to approval to review as defined in the policy by the Security Policy Administrator.

    2. Emergency Access: If the policy has emergency access enabled, select this option to gain immediate emergency access to this password. When you use Emergency Access, the request requires no approval. For more information, see Creating an access request policy.

    3. Request Immediately: Clear this option to enter a specific date and time for the request. Enter the time in the user’s local time.

    4. Checkout Duration: This either displays the Checkout Duration; or, if the Allow Requester to Change Duration option is enabled in the policy, it allows you to set the days, hours, and minutes that you want the password and overrides the Checkout Duration set in the access request policy. For more information, see Creating an access request policy.

    5. Ticket Number: If the policy requires a ticket number, enter a valid ticket number for this request. When multiple accounts are specified in the request, if any of the selected accounts require a ticket number, you must specify a valid ticket number. The specified ticket number will be applied to all of the requests associated with this access request. This feature is set up through the desktop client. For more information, see Ticketing systems.

    6. Reason: If the policy requires reason, select an access request reason code for this request. Select the Description down arrow to view the description defined for the selected reason. When multiple accounts are specified in the request, if any of the selected accounts require a reason, you must specify a reason. The specified reason will be applied to all of the requests associated with this access request. For more information, see Reasons.

    7. Comment: Enter information about this request. When multiple accounts are specified in the request, if any of the selected accounts require a comment, you must enter a comment. The comment will be applied to all of the requests associated with this access request. The limit is 255 characters.

  5. To save the access request as a favorite, click the Add to Favorites button.

    Add to Favorites displays, allowing you to specify a name and description for the access request. It also allows you to assign a color to the request's icon.

    This access request is then added to your Favorites. How you manage favorites depends on your interface:

  6. After entering the required information, click Submit Request. Access Request Result displays showing you the access requests submitted and whether a request was successful.

  7. To copy or view information, click the  (expand down) arrow on the left of an active request.

    • If the access request is for sessions:
      • Click  Copy to copy the connection string to the clipboard. Paste the string into a client application to launch the session.
      • Click Show to view the connection string.
      • Click Help to copy the value into the appropriate field of the configuration dialog.
    • If the access request is for passwords:
      • Click  Copy to copy credential to the clipboard. The credential can then be pasted into the dialog that needs the credential to grant access.
      • Click Show to view the credential.
      • Click Help to copy the value into the appropriate field of the configuration dialog.

If the session does not launch

In a rare event that the access request does not result in a launchable session request, the following notifications display:

  • Please try again. The linked sessions module state is currently down or may be in a locked state. This message may mean one of the following:
    • SPP could not contact SPS. Try again so the request can be redirected to another managed host in the SPS cluster.

    • The SPS configuration is locked. Try again because this condition is typically because the SPS administrator is making configuration changes to the SPS appliance at the same time that a new access request is being created or a session is being launched.

  • Missing the session connection policy. or
    The selected Access Request Policy cannot be used to initiate a session from SPP. The highest priority policy must be associated with a valid SPS connection policy.
    Check the connection policy configuration. In the desktop client, go to Entitlements | Access Request Policy | Sessions Settings to add a valid connection policy. Save the policy and recreate the access request. For more information, see Session Settings tab.

Taking action on a session request

The actions a user authorized to request access to a privileged session can take depends on the state of the request and the client interface you are using.

(web client) To take action on a session request

  1. From the web client, click My Requests.
  2. Search to find what you need. For more information, see Search box.
  3. Click Filters to filter by the status.
    • All: Requests in all states.
    • Available: Approved requests that are ready (that is, a session that can be launched).
    • Pending Approval: Requests that are waiting for approval.
    • Approved: Requests that have been approved, but the check out time has not arrived.
    • Revoked: Approved requests retracted by the approver.
      • The approver can revoke a request after it is available.

      • When a user with Security Policy Administrator permissions revokes a live session, the active session is terminated.

    • Expired: Requests for which the Checkout Duration has elapsed.
    • Denied: Requests denied by the approver.
  4. Click or to see more or less information on the request.
  5. You can take the following actions on session requests, depending on the state.
    • Available: If the password changes while you have it checked out, and your current request is still valid, select either Copy or Show again to obtain the new password, if enabled by your Administrator. Seconds Remaining shows you how long you have to copy information to use to log in.
      • For SSH and RDP accounts:
        • Click Launch to launch the SSH client or RDP connection. For more information, see Launching the SSH client or Launching an RDP session.
        • Click  Check-In to complete the check out process once you have ended your session.

        • In addition, you can use the following buttons to view or copy information into the dialog that contains the credentials needed to launch the session.

          • Click  Copy to check out and copy the credential.
          • Click Show to check out the credential and view the credential.
      • For telnet or TN3270/TN5250 over telnet accounts, the fields needed are based on the terminal service application in use:
        • For a terminal service application that uses an inband connection string (like telnet), click  Copy to copy the Hostname Connection string and check out the password. Then, paste the information in the log in screen.
        • If the terminal service application requires more information for log in (for example, TN3270/TN5250 over telnet):
          • Click Show to display values that may include Vault Address (the SPP address), a one-time Token, Username, Asset, and Sessions Module (the SPS address).
          • Click  Copy by any of the values to copy a single value. Or, you can click  Copy at the right of all values to copy the entire the connection string, if that is required by your terminal service application.
          • Paste the necessary information into your terminal service application.
        • Click  Check-In to complete the password check out process. This makes the session request available to reviewers.
        • Click Hide to conceal the information from view.
    • Approved: Select  Cancel to remove the request. A session request changes from Approved to Available when the requested time is reached. It stays available until you either cancel the request or it reaches the end of the duration period.
    • Pending: Click  Cancel to remove the request.

    • Revoked:

      • Click  Resubmit Request to request the password again.
      • Click  Remove to delete the request from the list.
    • Expired: Click  Remove to delete the request from the list.

    • Denied:

      • Click  Resubmit Request to request the password again.
      • Click  Remove to delete the request from the list.

(desktop client) To take action on a session request

  1. From your  Home page, use any of these controls on the Requests widget, as needed. You can enable or disable the Home page widgets in the  Settings (desktop client) menu.
    • Select  (expand down) to open the list of active requests.
    • Select  Popout. You can then select and drag the pane to any location on the console and re-size the window to float the Requests pane.

  2. Open the list of requests and select one of these view filters. The number indicates how many requests are in that state.

    • All: Requests in all states
    • Available: Approved requests that are ready (that is, a session that can be launched)
    • Approved: Requests that have been approved, but the check out time has not arrived
    • Pending Approval: Requests that are waiting for approval
    • Revoked: Approved requests retracted by the approver

      • The approver can revoke a request between the time the requester launches the session and checks it back in.

      • When a user with Security Policy Administrator permissions revokes a live session, the active session is terminated.

    • Expired: Requests for which the Checkout Duration has elapsed.
    • Denied: Requests denied by the approver.
  3. Select an account to see the details of the session request.

  4. You can take the following actions on session requests, depending on the state.

    • Available: If the password changes while you have it checked out, and your current request is still valid, select either Copy or Show again to obtain the new password, if enabled by your Administrator. Seconds Remaining shows you how long you have to copy information to use to log in.
      • For SSH and RDP accounts:
        • Click Launch to launch the SSH client or RDP connection. For more information, see Launching the SSH client or Launching an RDP session.
        • Click  Check-In to complete the check outprocess once you have ended your session.

        • In addition, you can use the following buttons to view or copy information into the dialog that contains the credentials needed to launch the session.

          • Click  Copy to check out and copy the credential.
          • Click Show to check out the credential and view the credential.
          • Click Help to copy the value into the appropriate field of the configuration dialog.
      • For telnet or TN3270/TN5250 over telnet accounts, the fields needed are based on the terminal service application in use:
        • For a terminal service application that uses an inband connection string (like telnet), click  Copy to copy the Hostname Connection string and check out the password. Then, paste the information in the log in screen.
        • If the terminal service application requires more information for log in (for example, TN3270/TN5250 over telnet):
          • Click Show to display values that may include Vault Address (the SPP address), a one-time Token, Username, Asset, and Sessions Module (the SPS address).
          • Click  Copy by any of the values to copy a single value. Or, you can click  Copy at the right of all values to copy the entire the connection string, if that is required by your terminal service application.
          • Paste the necessary information into your terminal service application.
        • Click  Check-In to complete the password check out process. This makes the session request available to reviewers.
        • Click Hide to conceal the information from view.

    • Approved: Select  Cancel to remove the request. A session request changes from Approved to Available when the requested time is reached. It stays available until you either cancel the request or it reaches the end of the duration period.

    • Pending Approval: Click  Cancel to remove the request.

    • Revoked:

      • Click  Resubmit Request to request the password again.
      • Click  Remove to delete the request from the list.
    • Expired: Click  Remove to delete the request from the list.

    • Denied:

      • Click  Resubmit Request to request the password again.
      • Click  Remove to delete the request from the list.

Approving a session request

Depending on how the Security Policy Administrator configured the policy, a sessions request will either require approval by one or more Safeguard for Privileged Passwords users, or be auto-approved.

You can configure Safeguard for Privileged Passwords to notify you of an access request that requires your approval. For more information, see Configuring alerts.

(web client) To approve or deny a session request

If you are an approver, click Approvals on the left of the page to manage approvals. On the Approvals page, you can:

  • View details: Select the request and the details display on the right of the page.
  • Approve one or more request: Select the requests. Then, click to approve all the selected requests. Optionally, enter a comment.
  • Deny one or more request: Select the requests. Then, click to deny all the selected requests. Optionally, enter a comment.
  • Change the columns that display: Click and select the columns you want to see.
  • Search: For more information, see Search box.

(desktop client) To approve or deny a sessions request

  1. From your  Home page, the Approvals widget has these controls:
    1. Select  (expand down) to open the list of approvals.
    2. Select  Popout to float the Approvals pane.

      You can then select and drag the pane to any location on the console and re-size the window.

    NOTE: You enable or disable the Home page widgets in the  Settings (desktop client) menu.

  2. Open the list of approvals and select one of these view filters:
    State Description
    All Requests in all states
    Pending Requests that are waiting for approval
    Approved Requests that have been approved, but not yet available to the requester

    NOTE: The number indicates how many requests are in that state.

  3. Once you open the list, select the requester's name to see the details of the sessions request.

  4. Take the following actions on sessions requests:

    State Actions
    Pending

    Select to Approve or Deny a sessions request.

    Optionally, enter a comment of up to 255 characters.

    Pending Additional Approvers

    Select to Deny a sessions request.

    Optionally, enter a comment of up to 255 characters.

    Approved

    Select to Deny or Revoke an approved request.

    You can revoke a request between the time the requester views it and checks it in.

    Any eligible approver can deny an access request after it has already been approved or auto-approved. Once disallowed, the requester will no longer be able to access the requested session, but they are given another opportunity to request that session again. The requester receives an email notifying them that the request was denied. For more information, see Configuring alerts.

Launching the SSH client

Once an SSH session request becomes available, the requester can launch the SSH client to start the session. This is applicable for both the web client and desktop client user interfaces.

To launch the SSH client to begin your session then close your session

  1. If the User Supplied option is selected in the policy, you will be prompted to enter your user credentials. After entering the requested credentials, click Apply. This will retrieve the information (for example, Hostname Connection String) required to launch the SSH client.
  2.  Click the Launch button to the right of the asset name.
    •  In the web client, a session will launch if you have an application registered (ssh:// for SSH protocol).
    •  In the desktop client, clicking Launch displays the PuTTY Configuration dialog. The required information is populated, click Open to launch the SSH client. If the required information is not populated in the PuTTY Configuration dialog, use the following buttons to copy and paste the information into the dialog:
      •  Use the buttons to the right of the Hostname Connection String to perform the following tasks:
        • View: To view the hostname connection string
        • Copy: To copy the value to your copy buffer, which can then be pasted into the Hostname field of the PuTTY Configuration dialog
        • Help: To copy the value into the Hostname field of the PuTTY Configuration dialog
      • Use the buttons to the right of the Password to perform the following tasks.
        • View: To view the password
        • Copy: To copy the password to your copy buffer, which can then be pasted into the Password field of the PuTTY Configuration dialog

        • Help: To copy the value into the Password field of the PuTTY Configuration dialog

          NOTE: The Password field only appears if the Include password release with session requests option (Access Config tab) is selected in the entitlement's access request policy.

  3. In the SSH client, run the commands or programs on the target host.

    If there is no activity in an open session for about 10 minutes, the session will be terminated. However, as long as the request is in an Available state, you can launch the session again to resume your tasks.

  4. Once you are completed, log out of the target host and select Check in to complete the session request process.

    This makes the session request available to reviewers. If the Record Sessions option is enabled in the policy, the reviewer can play back the recording as part of the review process. In addition, if the Enable Command Detection option is selected in the policy, the reviewer can view a list of the commands and programs run during the session.

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