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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

Email Templates

Password Manager provides option to set the default template for confirmation e-mail. To send an auto generated email to user if workflow succeeds or fails, configure the email template from the General Settings tab for authentication.

To configure default e-mail template:

  1. On the home page of the Administration site, click General Settings, and then click the Email Template tab.

  2. Select the desired language from the Select language to customize template drop down menu, to customize the email template.

  3. Click the + sign before the desired workflow to edit the template. Edit the subject and body of the notification template in the default language as required. When editing the notification template, you can use the parameters available in the notification editor, for example #USER_ACCOUNT_NAME#, #WORKFLOW_RESULT#, and others.

  4. In the Message format box, select the format to use for the notifications. You can select from two options: either HTML or Plain text.

  5. Select the default language from the Select default language for email drop down menu, to select the default email template to send to the user.

  6. In the User notification settings, select one of the following options for user notification subscription:

    • Subscribe users to this notification. Allow users to unsubscribe.
    • Subscribe users to this notification. Do not allow users to unsubscribe.
    • Do not subscribe users to this notification. Allow users to subscribe to this notification.
  7. Click Save, to save the settings

Upgrading Password Manager

 

Upgrading from Password Manager 4.x

Upgrading from Password Manager 4.x

To upgrade Password Manager from 4.x to 5.7.1, you have to first upgrade 4.x to 5.6.3 and then upgrade 5.6.3 to 5.7.1.

To upgrade from Password Manager from 4.x to 5.6.3, see Upgrading from Password Manager from 4.x to 5.6.3.

To upgrade from Password Manager from Password Manager from 5.6.3 to 5.7.1, see Upgrading from Password Manager 5.5.3 or later versions.

Upgrading from Password Manager from 4.x to 5.6.3

There are two methods to upgrade Password Manager from version 4.x to 5.6.3:

  • Side-by-side upgrade. Using this method, you install Password Manager 5.6.3 on a computer alongside the computer where Password Manager 4.x is installed. Export all settings from Password Manager 4.x, import them to Password Manager 5.6.3, and then uninstall 4.x version.
  • In-place upgrade. Using this method, you install Password Manager 5.6.3 on the same computer where Password Manager 4.x was installed. First, you export settings from Password Manager 4.x, uninstall it, install 5.6.3 and import the settings.

    IMPORTANT: You can perform a direct upgrade to 5.6.3 only from versions 4.6, 4.6.1 and 4.7. To upgrade from earlier versions, you need to install an intermediate version first (4.7), and only then upgrade to 5.6.3.

It is recommended to perform a side-by-side upgrade rather than an in-place upgrade. If you want to perform an in-place upgrade, it is recommended to use a test environment before upgrading Password Manager in the production environment of your enterprise.

IMPORTANT: Not all configuration settings can be migrated from Password Manager 4.x. The following settings will not be migrated and have to be configured manually:
  • User email notifications
  • Administrator email notifications
  • Email notification templates
  • Profile update policy
  • User enforcement settings
  • Password expiration notifications
  • SQL Server and Report Server settings
  • Integration with One Identity Quick Connect Sync Engine, Defender, QESSO
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