Password Manager 5.9.5 - How to Guide

Partial user search on external network

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:

• Users can reach Dashboard page only when the search criteria exactly matches with the search results.
• If the user name to be searched is part (substring) of another username, Search Results get listed only for the single user, based on the exact match.
• If the user name to be searched is part (substring) of multiple usernames, Search Results show “No accounts matching your search criteria have been found. Check the information you entered and try again”.

Let us consider the below mentioned users in the user scope. Search behavior and result are as given in the table.

• ABCEFG_1
• ABCEFG_2
• ABCEFG_3
• ABCEFG_11
• XYZEFG

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.

Configuring Security Options

By configuring the security options you can specify whether CAPTCHA or reCAPTCHA V2 should be displayed on the Find Your Account page to prevent bot attacks.

reCAPTCHA is a free CAPTCHA service provided by Google.

To start using reCAPTCHA you need to sign up and get reCAPTCHA keys on the following Web site: http://www.google.com/recaptcha.

When getting the keys, provide the DNS name of the domain where Password Manager Self-Service sites are installed. If the Self-Service sites are installed in different domains, provide all the domains to get site key and secret key.

To learn more about using and configuring reCAPTCHA, go to http://www.google.com/recaptcha/learnmore.

To configure security options

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 Search and Logon Options tab, in the Security Settings section select the Show a security image to prevent bot attacks check box to have the Self-Service site display a picture with characters and require the user to enter the characters on the picture. This feature provides enhanced protection against automated attacks.
3. Select the Display CAPTCHA radio button if you want the Self-Service site to show CAPTCHA images on the Find Your Account page. Click Settings to configure the following CAPTCHA settings:
   • Number of characters. Specify the number of characters that will be displayed on a CAPTCHA image.
   • Noise level. Select the noise level for a CAPTCHA image. The higher the level the more difficult it will be to read the characters.
4. Select the Display reCAPTCHA radio button if you want the Self-Service site to show reCAPTCHA images on the Find Your Account page. Click Settings to configure the following reCAPTCHA settings:
   • Site key. Specify the site key you received when configuring reCAPTCHA on the reCAPTCHA Web site.
   • Secret key. Specify the secret key you received when configuring reCAPTCHA on the reCAPTCHA Web site.
   • Theme. Select from Light or Dark theme for the reCAPTCHA V2 widget.
5. Select the Show a security image every time the search is performed check box to show a CAPTCHA or reCAPTCHA image every time the search is performed on the Find Your Account page of the Self-Service page. Selecting this option increases protection against bot attacks.
6. Select the Show only user display name on the Self-Service site check box to have the Self-Service site display only the user display name in the toolbar of the Self-Service site. Use this option to hide the security sensitive information, such as the user logon name.
7. Click Save.

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.