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Safeguard for Privileged Passwords On Demand Hosted - 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 Activity Center Search box Privileged access requests Toolbox Accounts Account Groups Assets
General/Properties tab (asset) Accounts tab (asset) Account Dependencies tab (asset) Owners tab (asset) Access Request Policies tab (asset) Asset Groups tab (asset) Discovered SSH Keys (asset) Discovered Services tab (asset) History tab (asset) Managing assets
Asset Groups Discovery Entitlements Linked Accounts Partitions Profiles Settings
Access Request settings Appliance settings Asset Management settings Tags Backup and Retention settings Certificates settings Cluster settings Enable or Disable Services settings External Integration settings Password Management settings Real-Time Reports Safeguard Access settings SSH Key Management settings Security Policy 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 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 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.
  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.
  • 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.

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. For more information, see Message of the Day.
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:

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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