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Password Manager 5.13.2 - Administration Guide

About Password Manager Getting started Password Manager architecture
Password Manager components and third-party applications Typical deployment scenarios Password Manager in a perimeter network Management Policy overview Password policy overview Secure Password Extension overview reCAPTCHA overview User enrollment process overview Questions and Answers policy overview Password change and reset process overview Data replication Phone-based authentication service overview
Management policies
Checklist: Configuring Password Manager Understanding Management Policies Configuring access to the Administration Site Configuring access to the Legacy Self-Service Site or Password Manager Self-Service Site Configuring access to the Helpdesk Site Configuring Questions and Answers policy Workflow overview Custom workflows Custom activities Legacy Self-Service or Password Manager Self-Service Site workflows Helpdesk workflows Notification activities User enforcement rules
General Settings
General Settings overview Search and logon options Importing and exporting configuration settings Outgoing mail servers Diagnostic logging Scheduled tasks Web Interface customization Instance reinitialization Realm Instances Domain Connections Extensibility features RADIUS Two-Factor Authentication Internal Feedback Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Fido2 key management Working with Redistributable Secret Management account Email templates
Upgrading Password Manager Administrative Templates Secure Password Extension Password Policies Enable 2FA for administrators and helpdesk users Reporting Password Manager integration Accounts used in Password Manager Open communication ports for Password Manager Customization options overview Feature imparities between the legacy and the new Self-Service Sites Third-party contributions Glossary

System requirements

To use the phone-based authentication service, the following requirements must be met:

  • You have a valid license for the phone-based authentication service (see the About page of the Administration Site for the service status).

  • Outbound SSL connections are allowed from the computer on which Password Manager Service runs to the following address: https://*.telesign.com. * can be replaced with any valid subdomain name; for example, https://api.telesign.com or https://www.telesign.com.

Management policies

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 Active Directory domain.

Table 2: Checklist to configure Password Manager

Step

Reference

Prepare a domain management account.

Configuring permissions for domain management account

Configure a user scope.

Configuring user scope

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

Configuring Questions and Answers policy

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 user registration notification and enforcement by specifying a registration schedule and enabling registration notification.

User enforcement rules

Configure general settings that apply to all user scopes (such as account search options, SMTP servers, scheduled tasks, and so on.)

General Settings overview

If you want to provide access to the Self-Service Site from the Windows login screen and notify users that they should create or update Q&A profiles, install Secure Password Extension.

Deploying and configuring Secure Password Extension

If you want to use Password Manager to enforce password policies, you must install Password Policy Manager (PPM) on all domain controllers in the domain. Then, create password policies and configure password policy rules.

Installing Password Policy Manager

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 Active Directory 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 and reminders

User scope is a group or several groups of users managed by Password Manager. When configuring a user scope for a Management Policy, you can add user groups from different domains. For more information about the user scope, see Configuring user scope.

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, that is, 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 that can be easily customized. For more information about workflows, see Workflow overview.

User enforcement rules and reminders 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.

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