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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

Import/Export Configuration Settings

Import/Export Configuration Settings

You can export and import the configuration settings of Password Manager instance. You can export the configuration to a configuration file to back up the instance or create replicas of the existing instance. You can import the configuration to join the current Password Manager instance to an existing realm.

Exporting Configuration Settings

By exporting configuration settings to a configuration file, you can back up the current instance or use the configuration file to create a Password Manager realm.

A realm is a group of Password Manager instances using common configuration settings, including but not limited to Management Policies, general settings, password policies, etc.

If you want to create a realm, you need to export the configuration settings from a Password Manager instance and create a replica of this instance by importing the configuration settings. To learn more about creating Password Manager realms, see Installing Multiple Instances of Password Manager.

To export configuration settings

  1. 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/.
  2. On the menu bar, click General Settings, then click the Import/Export tab and select the Export configuration settings option and click Export.

    IMPORTANT: Remember and store the password that is generated while exporting the configuration file. You must enter this password when importing the configuration file for a new instance when, you want to join to a realm or restoring the configuration. Losing this password requires re-installation of the application.

    Export the configuration settings and save in a secure location. Use these settings to create secondary instances of Password Manager, and to recover data in the event of server disaster, or serious data loss.

Importing Configuration Settings

To restore a Password Manager instance or to join an instance to a realm, you need to import the configuration settings to such an instance.

To import configuration settings

  1. 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/.
  2. On the menu bar, click General Settings, then click the Import/Export tab and select the Import configuration settings option.
  3. Click Upload to select the configuration file that you exported earlier.
  4. Enter the password and click Import.

Outgoing Mail Servers

Outgoing Mail Servers

You can configure one or more outgoing mail servers to send email notifications. If there are several servers, Password Manager will first attempt to use the top one in the list.

To add outgoing mail servers (SMTP)

  1. 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/.
  2. On the menu bar, click General Settings|SMTP Servers and then click Add SMTP server.
  3. In the Add SMTP Server dialog box, configure the following options and click Save:
Table 15:

 

Option

Description

Server name

Type the SMTP server name.

If the SMTP server uses the port which is different from the default SMTP port 25, you may specify the port using the following format:

<server name>:<port number>

where <server name> is the server name and <port number> is the port number used for SMTP communication.

Sender email address

Type the sender's email address.

This server requires authentication

Select if the SMTP server requires authentication.

User name

Type the user name under which Password Manager will access the SMTP server.

Password

Type the password for this account.

Confirm password

Re-type the password.

The server requires an encrypted connection (SSL)

Select if the SMTP server requires an encrypted connection (SSL).

  1. Follow steps 2-3 to add any additional SMTP servers.

NOTE: You can use the Test settings button to validate the SMTP server that you have configured. An email will be sent to the specified email address if the provided details are valid. If any of the details are invalid, a error message is displayed. You can configure the subject text of the email by configuring the value of Resource Id, ”Admin.Scenario.Action.TestSMTP.Settings.TestEmail.Subject” in the Admin.xml file.
  1. Use the Move Up and Move Down buttons to change the order of the SMTP servers in the list.

The order of the servers in the list specifies how Password Manager uses the servers to send notification mail messages. Password Manager will first attempt to use the servers at the top of the list.

To remove a server from the list of outgoing SMTP mail servers

  1. 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/.
  2. On the SMTP Servers page, select the SMTP server you want to remove and click Remove.
  3. On the menu bar, click General Settings, and then click the SMTP Servers tab.
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