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Password Manager 5.12.3 - Administration Guide (AD LDS Edition)

About Password Manager Getting Started Upgrading Password Manager Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in Perimeter Network Management Policy Overview Password Policy Overview reCAPTCHA Overview User Enrollment Process Overview Questions and Answers Policy Overview Data Replication Phone-Based Authentication Service Overview Configuring Management Policy
Management Policies
Checklist: Configuring Password Manager Understanding Management Policies Configuring Access to the Administration Site Configuring Access to the Self-Service Site Configuring Access to the Helpdesk Site Configuring Questions and Answers Policy Workflow overview Custom workflows Custom Activities Self-Service Workflows Helpdesk Workflows User Enforcement Rules
General Settings
General Settings Overview Search and Logon Options Import/Export Configuration Settings Outgoing Mail Servers Diagnostic Logging Scheduled Tasks Web Interface Customization Instance Reinitialization Realm Instances AD LDS Instance Connections Extensibility Features RADIUS Two-Factor Authentication Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Working with Redistributable Secret Management account Email Templates
Password Policies Enable S2FA for Administrators and Enable S2FA for HelpDesk Users Reporting Accounts Used in Password Manager for AD LDS Open Communication Ports for Password Manager for AD LDS Customization Options Overview Feature imparities between the legacy and the new Self-Service Sites Glossary

Management Policies

Checklist: Configuring Password Manager

Checklist: Configuring Password Manager

When you have installed Password Manager, follow this checklist to configure the solution to implement automated and secure password management in an AD LDS instance.

Table 6: Checklist to configure Password Manager

Step

Reference

Prepare an access account to AD LDS instance.

Configuring Permissions for Access Account

Configure a user scope.

 

Configure the Questions and Answers policy: create language-specific question lists, and configure Q&A profile settings if required.

Adding Secret Questions

Configure a helpdesk scope to grant access permissions for the Helpdesk site to helpdesk operators and delegate administrative tasks.

Configuring Access to the Helpdesk Site

Configure self-service and helpdesk workflows to define what tasks will be available on the Self-Service and Helpdesk sites.

Legacy Self-Service or Password Manager Self-Service site workflows

Helpdesk Workflows

If required, configure rules for enforcing users to register with Password Manager.

User Enforcement Rules

Configure general settings that apply to all Management Policies (such as account search options, SMTP servers, scheduled tasks, etc.)

General Settings Overview

Create password policies and configure password policy rules.

Creating a Password Policy

If you want to use Password Manager for cross-platform password synchronization, install One Identity Quick Connect Sync Engine and configure the product to integrate with Password Manager.

Reset Password in AD LDS and Connected Systems

Ensure that all Password Manager users have JavaScript enabled in their browser settings.

 

Ensure that the users know the Self-Service site URL and can access the site to register and perform password self-management tasks.

 

Understanding Management Policies

Management Policy is a core element of Password Manager. Using the Management Policy you can configure workflows for registering new users, resetting passwords, and others. For each Management Policy you can configure a user scope, and delegate helpdesk tasks by configuring a helpdesk scope. You can configure multiple Management Policies with different user and helpdesk scopes, workflows and secret questions. The default Management Policy with preconfigured workflows is available out of the box.

A Management Policy consists of the following components:

  • Questions and Answers policy
  • User scope
  • Helpdesk scope
  • Workflows
  • User enforcement rules

User scope is a group or several groups of users managed by Password Manager. When configuring the user scope for a Management Policy, you can add connections to multiple AD LDS instances. For more information about the user scope, see .

Helpdesk scope is a group of helpdesk operators who are allowed to manage users from the user scope of the same Management Policy. By configuring the helpdesk scope you can delegate administrative tasks to specified helpdesk operators. For more information about the helpdesk scope, see Configuring Access to the Helpdesk Site.

Questions and Answers policy (Q&A policy) is a policy within which secret questions and Q&A profile settings are defined. Secret questions are a set of mandatory, optional and helpdesk questions for users’ Questions and Answers profiles. These questions are used to register users with Password Manager and later to authenticate users when they use the Self-Service site. Q&A profile settings define how many questions a user must answer to create Q&A profile settings and set requirements for user’s questions and answers. For more information about Q&A policy, see Configuring Questions and Answers Policy.

All workflows are divided into two categories: self-service and helpdesk workflows. The self-service workflows define the tasks available to users on the Self-Service site, i.e. every configured workflow is a task on the Self-Service site. The helpdesk workflows define what tasks are available to helpdesk operators on the Helpdesk site. A workflow consists of several activities that you can add to or remove from the workflow to customize it.

The Default Management Policy offers preconfigured workflows. You can also create your own workflows. For more information about workflows, see Workflow overview.

User enforcement rules allow you to set up the enforcement schedule to invite users to create or update their Q&A profiles and configure the reminder that will notify users to change passwords before password expiration. For more information, see User Enforcement Rules.

Configuring Access to the Administration Site

By default, the access to the Administration site is granted only to the domain user from the AD, who is a member of the local Administrators group and to the PMAdminADLDS group which is created during Password Manager for AD LDS installation.

To provide access to the Administration site, add the delegated administrators' accounts to the PMAdminADLDS group and also add them to the IIS_IUSRS or Administrators group. Members of the referenced groups have access to the complete functionality of the Administration site.

Note, that the account which you specified as Application Pool Identity when installing Password Manager for AD LDS is automatically added to the PMAdminADLDS group.

IMPORTANT: Make sure to grant access to the Administration site only to the most trustworthy persons, since managing the Password Manager configuration may require dealing with user-sensitive information.
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