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Safeguard for Privileged Passwords On Demand Hosted - User Guide

Introduction System requirements and versions Using the web client Getting started with the desktop client Using the desktop client Search box Privileged access requests About us

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. Click Home.
  2. In the Favorites pane on the right, click New Favorite.

  3. In the New Favorite dialog, specify the following.

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

    2. On the Account & Access Type tab, highlight 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 the Linked Accounts tab.

      • 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.
  4. Click the Add to Favorites button.

  5. In the Add to Favorites dialog, perform 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.
    4. Click Add. The dialogs closes and the new favorite are added to the Favorites pane on your Home page.

To request a favorite

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

  2. Select the check box to the left of the favorite to be requested.

  3. On the New Access Request page, edit your selections or enter a required reason or comment before submitting it.

  4. Click Submit Request.

To create a new favorite request from an existing favorite

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

  2. Select the check box to the left of the favorite to used to create a new favorite. This saves you time entering information.

  3. On the New Access Request page, edit your selections or enter a required reason or comment before submitting it.
  4. At the bottom of the New Access Request dialog, click the Add to Favorites button. 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.

  5. 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.
  6. 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.

  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.

  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.

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.

Additional widgets may also be available. For example: Appliance Resources and Cluster Status.

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

  • Customize the information that is displayed on the page. Click Settings.
  • Read the Message of the Day from the Appliance Administrator.
Requester's Home page view

Click the New Request button 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 My Requests to view the requests awaiting action.

For more information, see:

The Favorites pane displays a list of requests you have marked as a favorite, providing a quick way to request access. For more information, see Desktop client favorite request.

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:

Search box

Whether you are using the desktop client or web client, the search box can be used to filter the data being displayed. When you enter a text string into the search box, the results include items that have a string attribute that contains the text that was entered. This same basic search functionality is also available for many of the detail panes and dialogs, allowing you to filter the data displayed in the associated pane or dialog.

When searching for objects in the object lists, an attribute search functionality is also available where you can filter the results, based on a specific attribute. That is, the search term matches if the specified attribute contains the text. To perform an attribute search, click the icon to select the attribute to be searched.

Rules for using the search functionality:

  • Search strings are not case-sensitive. Exception: in the web client, the Approvals and Reviews searches are case sensitive.

  • (Web client only) On the web client, when you click on the search icon in the search bar you will see a drop down of available search attributes (columns) for the grid. This can be used in conjunction with the entered search strings.

    Some of the search attributes will also have an arrow to expand subsearches. These subsearches have pre-defined search strings.

  • By default, results are displayed in alphabetical order.
  • Wild cards are not allowed.

  • Try using quotes and omitting quotes. As you use the product, you will become familiar with the search requirements for the search fields you frequent. Safeguard may perform a general search (for example, omits quotes) or a literal search (for example, includes quotes). Example scenarios follow:

    • On the Settings pane, search strings must be an exact match because a literal search is performed. Do not add quotes or underlines. For example, from the Settings pane, enter password rules to return Safeguard Access | Password Rule. If you enter "password rules" or password_rules, the following message is returned: No matches found.

    • On the Users pane search box:

      • A general search does not return anything if you use quotes because it uses a literal search (searches for the quotes). For example: searching for "ab_misc2" returns the message: There is nothing to show here.
      • You can use quotes in an attribute search if there are spaces in the search name. For example, entering the following in the search box Username: "ab misc2" returns: AB misc2.
  • When multiple search strings are included, all search criteria must be met in order for an object to be included in the results list. In the web client, if conflicting attributes are entered for the same search (for example, both true and false) then the results will expand to show all matches so long as they fit one of those attributes.
  • When you combine a string search and an attribute search, the order they are entered into the search box matters. The attribute searches can be in any order, but the string search must come after the attribute searches.
  • In large environments, you will see a result number to tell you how many objects match the criteria; however, only the first 200 objects will be retrieved from the server. When you scroll down the list, more objects will be retrieved (paged) as needed.

  • (Web client only) To search using dates and times in the web client, the following format is used: YYYY-MM-DDThh:mm:ss. For example, if you are searching for an entitlement that expires December 1, 2021 then you would use the following search: ExpirationDate:2021-12-01. To include a minimum and maximum value in a search, use .. to separate two values. For example, if you are searching for an entitlement that expires between December 1, 2021 and December 3, 2021 then you would use the following search: ExpirationDate:2021-12-01..2021-12-03.

  1. Enter a text string in the Search box. As you type, the list displays items whose string attributes contain the text that was entered.

    Examples:

    • Enter T in the search box to search for items that contain the letter "T".
    • Enter sse to list all items that contain the string "sse," (such as "Asset").

    NOTE: The status bar along the bottom of the console shows the number of items returned.

  2. To clear the search criteria, click  Clear.

    When you clear the search criteria, the original list of objects is displayed.

You can also Search by attribute.

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