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Password Manager 5.7.1 - Administration Guide

About Password Manager Getting Started Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in 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 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 Notification Activities User Enforcement Rules
General Settings Upgrading Password Manager Secure Password Extension Password Policies Reporting Password Manager Integration Appendixes Glossary About us

Authenticate via Phone

Authenticate via Phone

Use this activity to include phone-based authentication in a self-service workflow. If your license includes phone-based authentication service, you will be able to configure and use this activity.

IMPORTANT: To enable users to use phone-based authentication, configure the user scope for this feature. For more information, see Telephone Verification Feature License.

If your Password Manager license does not include phone-based authentication service and you want to use this service, please contact One Identity Software Support to obtain the necessary license at https://support.oneidentity.com/.

Before enabling phone-based authentication, make sure that users’ phone numbers stored in Active Directory are in a correct format. The phone number must meet the following requirements:

  • The number starts with either 00 or + followed by a country code and subscriber’s number. For example, +1 555-789-1314 or 00 1 5554567890.
  • The number can have extensions. For example, the number +1 555 123-45-67 ext 890.
  • Digits within the number can be separated by a space, hyphen, comma, period, plus and minus signs, slash (/), backward slash (\), asterisk (*), hash (#), and a tab character.
  • The number can contain the following brackets: parentheses (), curly braces {}, square brackets [], and angle brackets <>. Only one set of brackets is allowed within the number. The opening bracket must be in the first half of the number. For example, the number +15551234(567) will be considered invalid.

The USA numbers may not start with 00 or + sign, if they comply with all other requirements and contain 11 digits. For example, the number 1-555-123-3245 will be considered valid.

This activity has the following settings:

  • Authentication method. You can specify whether you want users to receive a call or an SMS with a one-time PIN code by selecting the corresponding option. You can also allow users to choose the authentication method on the Self-Service site by selecting the Allow users to choose between an automated voice call and SMS option.
  • Authentication method. You can specify whether you want users to receive a call or an SMS with a one-time PIN code by selecting the corresponding option. You can also allow users to choose the authentication method on the Self-Service site by selecting the Allow users to choose between an automated voice call and SMS option.
  • SMS template. Enter the text message that will contain a one-time PIN code and will be sent to users during phone authentication.
  • telephoneNumber, homePhone, mobile and other attributes. Select one or several attributes of a user account from which telephone numbers will be used during phone-based authentication. You can also specify other attributes.

You can test the configured settings by clicking the Test settings button and entering the phone number to which a one-time PIN code will be sent.

Authenticate with Passcode

Authenticate with Passcode

Use this activity to allow users to use passcode for creating or updating Questions and Answers profile. Passcodes are assigned by helpdesk operators to users who have forgotten their passwords and at the same are not registered with Password Manager or have forgotten their answers to secret questions.

You do not need to configure any settings for this activity.

Use this authentication activity in the I Have a Passcode workflow only.

For more information on configuring settings for assigning passcodes, see Assign Passcode.

Action Activities

Action Activities

This section describes activities that provide core actions of the self-service workflows, such as Reset password in Active Directory, Unlock account, etc.

Edit Q&A Profile

Edit Q&A Profile

This activity is a core activity of the My Questions and Answers Profile workflow. Use this activity to enable users to create and update their Questions and Answers profiles.

You can also use this activity in the Forgot My Password and Unlock My Account workflows, if you want to force users to update their Q&A profiles after they reset passwords or unlock their accounts. When you use this activity in the Forgot My Password and Unlock My Account workflows, select the Run this activity only if user’s Q&A profile should be updated check box to make users update their Q&A profiles only if the profiles are not compliant with the current requirements.

The activity has the following settings:

  • Run this activity only if user’s Q&A profile should be updated. When you use this activity in workflows other than My Questions and Answers Profile, for example, in Forgot My Password and Unlock My Account workflows, select this check box to make users update their Q&A profiles only if the profiles are not compliant with the current Q&A policy.
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