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Password Manager 5.7.1 - How to Guide

Overview Licensing Upgrading Secure Password Extension Password Policy Manager Configuration Reinitialization Reports Troubleshooting


Reporting is an optional component. The Reports section of the Admin site includes a number of pre-defined reports that help you perform the following tasks:

  • Track user registration activity
  • Analyze information about what actions are performed by users in Password Manager
  • Check users’ registration status
  • View a list of users whose Questions and Answers profiles must be updated to comply with the current administrator-defined settings
  • Track helpdesk operators’ activity

To use Password Manager reports, you need to connect to an SQL Server and a Report Server (SSRS).

To use the user action history functionality, you need to connect to an SQL Server only.

NOTE: When a user registers with Password Manager, the Q&A profile information is stored within the user object in Active Directory. Reporting only allows the ability to query user statistic information and does not store the profile data in the database.

If you choose to take advantage of the Password Manager reports, the following is required:

  • Microsoft SQL Reporting Services (SSRS) must be installed and configured
  • The Password Manager service account must have sufficient permissions to create and write to a database on the SQL server

NOTE: You cannot pre-create the database. Password Manager must create it.
  • The Password Manager service account must have sufficient permission to publish reports on the SSRS server.

How to configure reports

To configure Reports, complete the following:

  1. Navigate to the Password Manager Admin site
  2. Click the Reports tab
  3. Select Edit Connections
  4. Enter the name of the SQL Server
  5. Provide the name of the database the Password Manager will create
  6. Provide the name of the account which will create the database server.

NOTE: This account must have the DB Creator role.
  1. Click Next
  2. Enter the Report Server URL which can be obtained from the SQL Reporting Service Configuration Manager (on the SQL Reporting Services server)

NOTE: As of Password Manager 5.6.x, HTTPS is supported.
  1. Enter the Report Manager URL.
  2. Click OK.
  3. The Reports are now configured. However, in order to populate the data the Scheduled Tasks found under the General Settings tab must be run.

Please also refer to Video Solution 106401 which demonstrates how to configure Reports in Password Manager:

Can you use a report database from a previous version of Password Manager?

As of version 5.5.1 the structure of the Password Manager database has changed. Therefore it is not possible to re-use a previous database version, such as 5.0.3 or 4.7. You must create a new database in 5.7.1 and later. It is also not possible to import data from older databases due to the database design change.

NOTE: Any database created in 5.5.1 and later can be re-used when upgrading.


You can now create custom activities and workflows in Password Manager. An embedded user interface designer allows you to easily create user interface for your custom activities. You can also convert any built-in activity to custom and modify its behavior by PowerShell scripts. The import/export functionality enables you to share custom activities and workflows with Password Manager instances outside of the replication group. This feature requires PSO assistance and is not covered by the technical support.

For PSO assistance, please contact your Account Manager or Sales Representative.

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