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One Identity Safeguard for Privileged Passwords 2.11 - Administration Guide

Introduction System requirements Using the virtual appliance and web management console Using the cloud Setting up Safeguard for Privileged Passwords for the first time Search box Using the web client Installing the desktop client Using the desktop client 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 Sessions 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 Appendix E: Historical changes by release Glossary

Select a drop-down to sort

By default, the desktop client lists the objects in alphabetical order; however, you can use the controls located above the list to sort the object list.

To sort the desktop client object lists

  1. Select Ascending or Descending under the Search box to sort the list in either alphabetical or reverse-alphabetical order.
  2. To sort the list of Accounts, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:
    • Name (Default)
    • Description
    • Asset
    • Domain Name
    • Profile
    • Partition

  3. To sort the list of Account Groups, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:

    • Name (Default)
    • Description
    • Dynamic
  4. To sort the list of Assets, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:
    • Name (Default)
    • Description
    • Platform
    • Network Address
    • Partition

  5. To sort the list of Asset Groups, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:

    • Name (Default)
    • Description
    • Dynamic
  6. To sort the list of Entitlements, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:
    • Priority (Default)
    • Name
    • Description

  7. To sort the list of Partitions, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:

    • Name (Default)
    • Description
  8. To sort the list of Users, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:
    • User Name (Default)
    • Description
    • First Name
    • Last Name
    • Email Address
    • Domain Name
  9. To sort the list of User Groups, open the drop-down menu under the Search box and choose one of the following options before sorting the list in either Ascending or Descending order:
    • Name (Default)
    • Description
    • Type (Sorts by local and directory groups.)

Using the web client

The web client is functionally similar to the desktop client end-user view and useful for requestors, reviewers, and approvers. Many administration functions are available as well. The web client uses a responsive UI design to adapt to the user's device, from desktops to tablets or mobile phones.

NOTE: In this documentation, you will see the following icons which denote the interface:

(web client)

(desktop client)

In the web client, to add or change your photo in the upper right, click the user avatar. Select the image file, then click Open.

The pages available to you display on the left. You will see Home and, based on your role, you may also see My Requests, Approvals, Reviews, Settings, or a combination of those.

You can show less of the left menu. In the upper left of the page, click to collapse or expand the menu.

You can customize the information you see on the pages. From the Home page, click Settings. For more information, see Settings, version, and Windows client (web client).

Home page

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

You can perform the following from the Home page:

My Requests (web client)

If you are a requester, click My Requests to make a request or see information about requests.

To make a request

You must be an authorized user of an entitlement to create a request for the assets and accounts you need.

  1. Click My Requests to go to the My Request page.
  2. Follow the workflow steps. For more information, see Requesting a password release.

To create a favorite

You can create favorites for requests you make often. For more information, see Favorites (web client).

To view and manage requests

On the My Requests page, you can view the requests. Control the display using the following approaches:

  • Click Sort By then select to sort by Account Name, Asset Name, Due Next, Expiring Next, Most Recent, or Status.
  • Click sort up or sort down to sort in ascending or descending order.
  • Click Filters to filter by the status.
    • All: Requests in all states.
    • Available: Approved requests that are ready to view or copy.
    • Pending Approval: Requests that are waiting for approval
    • Approved: Requests that have been approved, but the checkout time has not arrived. Or, for pending accounts restored when using the Safeguard for Privileged Passwords suspend feature.
    • Revoked: Approved requests retracted by the approver. The approver can revoke a request after the request has become available.
    • Expired: Requests for which the checkout duration has elapsed.
    • Denied: Requests denied by the approver.
  • For more information, see Search box.

Approvals (web client)

If you are an approver, click Approvals on the left of the page to manage approvals. On the Approvals page, you can:

  • View details: Select the request and the details display on the right of the page.
  • Approve one or more request: Select the requests. Then, click to approve all the selected requests. Optionally, enter a comment.
  • Deny one or more request: Select the requests. Then, click to deny all the selected requests. Optionally, enter a comment.
  • Change the columns that display: Click and select the columns you want to see.
  • Search: For more information, see Search box.

For more information, see Approving a password release request.

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