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One Identity Safeguard for Privileged Passwords 6.0.12 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

Desktop client favorite request

If you are designated as a requester, the desktop client allows you to add an access request as a Favorite to your Home page. Favorites are unique for the user; they are available when you log in to the desktop client or the web client.

You can create a favorite request from your Favorites pane on your Home page or from the New Access Request dialog when creating or editing an access request.

To create a favorite request from your Home page

  1. In the Favorites pane, click New Favorite.

  2. In the New Access Request dialog, specify the assets, accounts, and type of asset to be included in the access request.

    1. On the Asset Selection tab, select the assets to be included in the access request.

    2. On the Account & Access Type tab, 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).

      • Account: The available account appears in the Account column. When an asset has multiple accounts available, click Select Account(s) to select an account from the displayed list.
      • 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. Click this hyperlink to select the access type.
  3. Click the Add to Favorites button.

  4. In the Add to Favorites dialog, specify the following:

    1. Name: Enter a name for the request.

    2. Description: Enter descriptive text about the request.
    3. Color: Select the icon color to be used to display the request in your Favorites pane.

    Click Add.

    The dialogs closes and the new favorite are added to the Favorites pane on your Home page.

To create a favorite request from the New Access Request dialog

  1. At the bottom of the New Access Request dialog, click the Add to Favorites button when you are creating a new request. The Add to Favorites button is enabled when you select the minimum required information (that is, at least one asset, account, and an access type) for the access request.

  2. In the Add to Favorites dialog, specify the following:

    1. Name: Enter a name for the request.

    2. Description: Enter descriptive text about the request.
    3. Color: Select the icon color to be used to display the request in your Favorites list.
  3. Click Add.

To change a favorite request's icon color

  1. At the top of the Favorites pane, click the button to display the Color Selected button.

  2. Select the check box to the left of the favorite request to be changed. Selecting a favorite request, instead of the check box, displays the New Access Request dialog to edit and submit the access request.

  3. Click Color Selected.

  4. In the Settings dialog, choose a color and select OK.

    The icon for the favorite now appears in the color you selected.

To remove a favorite request

  1. At the top of the Favorites pane, click the button to display the Remove Selected button.

  2. Select the check box to the left of the favorite request to be removed. Selecting a favorite request, instead of the check box, displays the New Access Request dialog to edit and submit the access request.

  3. Click the Remove Selected button.
  4. Select Yes to confirm.

Desktop client navigation pane

In the desktop client, the Home page left navigation pane has these links.

  •  Home: Where you view and take action on the access request tasks that need your immediate attention. As a requester, it also provides access to your list of Favorite access request queries.
  • Dashboard: Where Security Policy Administrators can audit access requests. Where Asset Administrators can view information regarding accounts that are failing different types of tasks.
  •  Activity Center: Where you can search for and review activity for a specific time frame.
  • Reports: Where you can view and export entitlement reports that show you which assets and accounts a selected user is authorized to access.
  • Administrative Tools: Where you add all the objects you need to write access request policies, such as users, accounts, and assets. Where you define and management all of the administrative Safeguard for Privileged Passwords settings.

Home

Click Home to go to the home page. The Home page is tailored to your user rights and permissions. If you are authorized by an entitlement to request, approve, or review access requests, then your Home page gives you a quick view to the access request tasks that need your immediate attention.

Based on your role, the dashboard displays My Requests, Approvals, and Reviews, the number of tasks in each queue, and the status of each task (for example, Available, Denied, Revoked, Pending) as well as whether the task is Due Today.

In addition to tasks based on your role, you can perform the following from the Home page:

Requester's Home page view

Click the New Request tile to open the New Access Request dialog, which lists the assets and accounts you are authorized to access. From this dialog you specify the assets, accounts and the type of access you are requesting, and additional details about the request.

For more information, see:

Click Requests to view the requests awaiting action.

For more information, see:

The Favorites pane (right pane) displays a list of requests you have marked as a favorite, providing a quick way to request access.

Favorites pane: Action bar buttons

Use the toolbar buttons at the top of the Favorites pane to manage your favorite requests:

  • New Favorite: Select this button to create a new favorite request. Clicking this button displays the New Access Request dialog, allowing you to select the assets, accounts, type of access, and additional details about the request.
  • Select this button to display additional options for managing your favorite requests:
    • Request Selected
    • Color Selected
    • Remove Selected

TIP: Select the check box to the left of a favorite request to use these additional buttons. Selecting the request itself will launch the New Access Request dialog, allowing you to edit and submit the request.

Submit a favorite request

To submit a favorite request, click the request or select the check box to the left of a request and select Request Selected. The New Access Request dialog displays allowing you to edit your selections or enter a required reason or comment before submitting it.

For more information, see:

Approver's Home page view

Your job is to approve or deny the access requests listed on your Home page. Click Approvals to view the requests awaiting your approval. As an approver, unless you are also designated as a requester, you will see no favorites listed.

For more information, refer to these topics:

Reviewer's Home page view

Your job is to review completed access requests listed on your Home page. Click Reviews to view the completed requests requiring your review. As a reviewer, unless you are also designated as a requester, you will see no favorites listed.

For more information, refer to these topics:

Dashboard

The Dashboard contains operational information that allows administrators with the proper permissions to view and manage access requests and accounts failing tasks from a single location.

  • Access Requests: Displays information about access requests in different stages of the workflow.
  • Account Automation: Displays information about accounts that are failing different types of tasks.
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