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One Identity Safeguard for Privileged Passwords 6.9 - User Guide

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

Search by attribute

The attributes available for searching are dependent on the type of object being searched. The search drop-down menu lists the attributes that can be selected.

API attributes can be searched

The drop-down menu lists a limited number of attributes that can be searched; however, you can perform an attribute search using the English name of any attribute as it appears in the API. Nested attributes can be chained together using a period (.). To see a list of all the attributes, see the API documentation.

Entering the search string

  1. Click the icon and select the attribute to be searched.

    The selected attribute is added to the search box. For example, if you select Last Name then LastName: is added to the search box.

  2. In the search box, enter the text string after the colon in the attribute label.

    You can specify multiple attributes, repeating these steps to add an additional attribute to the search box. Do not add punctuation marks, such as commas or colons, to separate the different attributes. When multiple attributes are included, all search criteria must be met in order for an object to be included in the results list.

    As you type, the list displays items whose selected attributes contain the text that was entered.

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

  3. To clear the search criteria, click Clear.

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

Attributes in each Search box

The following attributes are available when you click the icon. In addition, API attributes can be searched in the search box.

Accounts

  • Name
  • Description
  • Asset
  • Domain Name
  • Profile
  • Partition
  • Tag

Account Groups

  • Name
  • Description
  • Dynamic

Assets

  • Name
  • Description
  • Platform
  • Forest Root Domain
  • Network Address
  • Partition
  • Is Directory
  • Tag

Asset Groups

  • Name
  • Description
  • Dynamic

Entitlements

  • Priority
  • Name
  • Description
  • Users Display Name
  • Users Name

Partitions

  • Name
  • Description

Users

  • User Name
  • Description
  • First Name
  • Last Name
  • Email Address
  • Domain Name

User Groups

  • Name
  • Description

Using the web client

The web client is functionally similar to the desktop client end-user view and useful for requesters, reviewers, and approvers. Many administration functions are available as well. The web client uses a responsive user interface design to adapt to the user's device, from desktops to tablets or mobile phones. Only one user session will persist during a browser session. Any tabs opened after initial authentication will use the existing user session.

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

(web client)

(desktop client)

To log into the web client application

The following steps assume the One Identity Safeguard for Privileged Passwords Appliance has been configured and licensed. As a Safeguard for Privileged Passwords user, if you get an appliance is unlicensed notification, contact your Appliance Administrator.

  1. From your browser, enter the Safeguard for Privileged Passwords URL with the IP address, such as https://11.1.111.11.
  2. If an login notification displays, click OK to accept the notifications and restrictions stated.
  3. On the user log in screen, enter your credentials and click Log in.

Updating your avatar photo

To change your photo in the web client, expand the Username drop-down in the upper right and select My Settings. On the My Settings page, select My Account and click the circle icon with the username. Select the image file (under 64 KiB), then click Open. You can right-click the photo to save or perform other photo options.

Using the left navigation menu

NOTE: Use the button on mobile devices to expand and collapse the navigation menu.

The pages available to you display on the left. You will see Home and, based on your role, you may also see the following pages (depending on role, these pages may already be listed in the left navigation pane without having to expand the top level heading):

  • Access Requests

    • My Requests

    • Personal Password Vault

    • Approvals

    • Reviews

  • Appliance Management:

    • Appliance

    • Backup and Retention

    • Certificates

    • Cluster

    • Enable or Disable Services

    • External Integration

    • Real-Time Reports

    • Safeguard Access

    • Search

You can reduce the left menu using the button located at the bottom of the left navigation menu.

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:

My Requests (web client)

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

If Show Account Availability is enabled you can identify if a privileged account is available or not. Accounts display a warning badge if in use by a request and an account's status is updated immediately after being changed in order to avoid overlapping account requests from multiple users. Hover over the badge to display <X> of <X> accounts in use. Select an available account. Showing account availability requires additional API queries that may impact performance. This toggle is set by the user not an administrator. There is no global toggle.

NOTE: When the policy governing the request has enabled Allow simultaneous access for multiple user access, the request may still be available even though Show Account Request Availability indicates it is in use.

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 Requests 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 check out 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.
  • Click Search to see a list of searchable elements. Or enter search characters. For more information, see Search box.
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