General Settings Overview
This section outlines the procedures required to configure general settings that apply to all created Management Policies, such as:
This section outlines the procedures required to configure general settings that apply to all created Management Policies, such as:
By configuring the search and logon options you specify how users and helpdesk operators search for their accounts and log in on the Self-Service and Helpdesk sites.
You can also configure Password Manager to display CAPTCHA or reCAPTCHA V2 and allow or prohibit account search on the Self-Service site.
To configure account search options
Connect to the Administration site by typing the Administration site URL in the address bar of your Web browser. By default, the URL is http://<ComputerName>/PMAdmin/.
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NOTE: When prompted to log in, provide your domain user name in a domainname\username format. |
Option |
Description |
Do not allow users to search for their accounts |
Select this radio button to require users to enter either their logon names. Other user account attributes can be configured to Self-Service site or HelpDesk Site to find their accounts. |
Show the domain list to allow users to select their domain |
Select this check box to allow users to see the list of managed domains registered with Password Manager on the Self-Service site. If the domain list is displayed, users will be able to select the domain their accounts belong to. If you do not select this option and if several domains are registered with Password Manager, users will be required to enter their logon names in one of the following formats: johndoe@mydomain.com or MYDOMAIN\johndoe. |
Users must enter their logon names for identification |
If there are multiple managed domains registered with Password Manager and the domain list is hidden, the user must enter the logon name in one of the following formats: johndoe@mydomain or MYDOMAIN\johndoe. Otherwise, the user account will not be found. If there is only one managed domain or the domain list is displayed, then the user is required to enter only the username (for example, johndoe) and select the domain from the list. |
Users must enter the following user account attribute for identification (this may slow down the performance) |
Select this option to require users to search for their accounts by using the specified attribute of user account in Active Directory. In the text box under the radio button, enter the attribute name. For example, you can use the attribute email to require users to enter their emails to search for accounts on the Self-Service site. |
Allow users to search for their accounts |
Select this radio button to allow users to perform account search by using the locate account functionality of the Self-Service site. Users can enter their first or last name, or email address to find their accounts. By selecting this option, you can specify the number of user accounts that are displayed in search results. To do this, specify the required number in the “Number of users to display in search results” field. |
Allow user search from external network |
Select the check box to allow user searching capabilities on Self-Service Site from an external network or unselect the check box to disable searching capabilities on Self-Service Site from an IP address not specified in the defined Corporate IP Address Ranges. For more information on specifying a defined Corporate IP Address Ranges, see Location sensitive authentication For more information on how a user search works on the external network, see Partial user search on external network If Allow user search from external network check box is unchecked and corporate range in not configured, by default, every network is treated as an External network until it is defined under Corporate IP Address Ranges. Hence user search behaves as though the user site is accessed from external network. |
Search in multiple domains |
Select this option to enable users to search for their accounts in all domains registered with Password Manager. |
Automatically show available self-service tasks if only one account is found |
Select this option to automatically open the Home page of the Self-Service site for the user if only one user account matching the search criteria is found. |
User account attributes to display in search results |
Select check boxes next to the user account attributes that you want users to view in search results. You can select any of the following attributes:
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When you search for a user from an external network and the Allow user search from external network check box is un-checked, the application would still display the self-service tasks for certain users based on the below mentioned criteria:
Let us consider the below mentioned users in the user scope. Search behavior and result are as given in the table.
S.No | Search String | Dashboard Status | Search Results | Comments |
1 | XYZ | “No accounts matching your search criteria have been found. Check the information you entered and try again.” even though search string is part of XYZEFG. | ||
2 | XYZEFG | Takes user to dashboard of XYZEFG. | ||
3 | ABCE | “No accounts matching your search criteria have been found. Check the information you entered and try again” Since there are multiple users matching the search string. | ||
4 | ABCEFG_1 | Only ABCEFG_1 is listed even though search string is part of ABCEFG_11. | ||
5 | ABCEFG_3 | Takes us to dashboard of ABCEFG_3 |
Conventions:
Dashboard Status - It indicates whether the user is able to view the respective workflow tasks in the Self-service site.
Search Results - It indicates the possible search results obtained after the search criteria.
- It Indicates that the workflow page appears for the user.
- It indicates that the workflow page does not appear for the user.
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