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Password Manager 5.12.3 - 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
General Settings Overview Search and Logon Options Import/Export Configuration Settings Outgoing Mail Servers Diagnostic Logging Scheduled Tasks Web Interface Customization Instance Reinitialization Realm Instances Domain Connections Extensibility Features RADIUS Two-Factor Authentication Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Working with Redistributable Secret Management account Email Templates
Upgrading Password Manager Administrative Templates Secure Password Extension Password Policies Enable S2FA for Administrators & Enable S2FA for HelpDesk Users Reporting Password Manager Integration Accounts Used in Password Manager Open Communication Ports for Password Manager Customization Options Overview Feature imparities between the legacy and the new Self-Service Sites Glossary

General Settings Overview

General Settings Overview

This section outlines the procedures required to configure general settings that apply to all created Management Policies, such as:

Search and Logon Options

Search and Logon Options

By configuring the search and logon options you specify how users and helpdesk operators search for their accounts and log in on the Self-Service and Helpdesk sites.

You can also configure Password Manager to display CAPTCHA or reCAPTCHA V2 and allow or prohibit account search on the Self-Service site.

Configuring Account Search Options

To configure account search 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/.

    NOTE: When prompted to log in, provide your domain user name in a domainname\username format.

  2. On the menu bar, click General Settings, then click the Search and Logon Options tab, and configure the following options as required:
Table 9:  Search and Logon options

Option

Description

Do not allow users to search for their accounts

Select this radio button to require users to enter either their logon names. Other user account attributes can be configured to Self-Service site or HelpDesk Site to find their accounts.

Show the domain list to allow users to select their domain

Select this check box to allow users to see the list of managed domains registered with Password Manager on the Self-Service site. If the domain list is displayed, users will be able to select the domain their accounts belong to.

If you do not select this option and if several domains are registered with Password Manager, users will be required to enter their logon names in one of the following formats: johndoe@mydomain.com or MYDOMAIN\johndoe.

Users must enter their logon names for identification

If there are multiple managed domains registered with Password Manager and the domain list is hidden, the user must enter the logon name in one of the following formats: johndoe@mydomain or MYDOMAIN\johndoe. Otherwise, the user account will not be found.

If there is only one managed domain or the domain list is displayed, then the user is required to enter only the username (for example, johndoe) and select the domain from the list.

Users must enter the following user account attribute for identification (this may slow down the performance)

Select this option to require users to search for their accounts by using the specified attribute of user account in Active Directory. In the text box under the radio button, enter the attribute name. For example, you can use the attribute email to require users to enter their emails to search for accounts on the Self-Service site.

Allow users to search for their accounts

Select this radio button to allow users to perform account search by using the locate account functionality of the Self-Service site. Users can enter their first or last name, or email address to find their accounts.

By selecting this option, you can specify the number of user accounts that are displayed in search results. To do this, specify the required number in the “Number of users to display in search results” field.

Allow user search from external network

Select the check box to allow user searching capabilities on Self-Service Site from an external network or unselect the check box to disable searching capabilities on Self-Service Site from an IP address not specified in the defined Corporate IP Address Ranges. For more information on specifying a defined Corporate IP Address Ranges, see Location sensitive authentication

For more information on how a user search works on the external network, see Partial user search on external network

If Allow user search from external network check box is unchecked and corporate range in not configured, by default, every network is treated as an External network until it is defined under Corporate IP Address Ranges.

Hence user search behaves as though the user site is accessed from external network.

Search in multiple domains

Select this option to enable users to search for their accounts in all domains registered with Password Manager.

Automatically show available self-service tasks if only one account is found

Select this option to automatically open the Home page of the Self-Service site for the user if only one user account matching the search criteria is found.

User account attributes to display in search results

Select check boxes next to the user account attributes that you want users to view in search results. You can select any of the following attributes:

  • First name
  • Initials
  • Last name
  • Name
  • Full name
  • User logon name
  • E-mail
  1. Click Save.

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.

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