Home

Security Administrators Manual - Enterprise Password Management

1. password list details customize fields guide api key Please specify Password List settings manually below Or copy set m Password List Details Copy I Password List Servers Copying 4 A fields sett Description Servers Image o dell png a Copy S Copy Note If cq Type to c these val button Just Numbers Enable Synchronization With SQL Password Generator a a 4 Windows 12 13 char Copy Additional Authentication None Required va Fyou wo List pleas Copy P m Password List Settings Copy P O Allow Password List to be Exported Toggle Visibility of Web API IDs When using the Passwordstate Web API there are certain API calls which can also automatically generate passwords In order to specify which policy to use when making these API calls you need to know the PasswordGeneratorlD value a unique identifier for each policy By clicking on the View Visibility of Web API IDs button you will see the PasswordGeneratorlD values as per this screenshot 2014 Click Studios SA Pty Ltd 28 Passwordstate Security Administrators Manual 17 El Password Generator Policies Listed below are all the Paes enerator Policies which can be assigned to spe Actions assword Generator Policy Name gt a Default Password Generator st Numbers gt v SQL Password Generator gt Y Windows 12 13 char Add Toggle Visibility o WeB API IDs
2. Add Active Directory Security Group To add an Active Directory Security Group you simply need to search for the group you require then click on the appropriate Save button Note 1 The Active Directory Managed Service Account which you specify on the screen System Settings gt Active Directory Options Tab is what s used to query Active Directory so this account will need read access at a minimum E Note 2 When you add a security group if the user account does not already exist in Passwordstate on the User Accounts screen there is on option on the screen Administration gt System Settings gt Active Directory Options Tab which allows you to also automatically add the user account E Note 3 If you have issues querying Active Directory please see the section Active Directory Lookup Permissions below 2014 Click Studios SA Pty Ltd Security Groups 49 E Add Active Directory Security Group To add a new Active Directory Security Group to Passwordstate please use the search feature below security group details Please use the search feature below to search for an Active Directory Security Group Security Group Name g AD Domain dc halox dc net Description Security Groups Search Results g Core dmins Status Records found Cancel Save amp Add Another Save Debug Security Group Membership In the event you are having some issue synchronizing the membership of an Active Directory
3. button Please Note It is advised you click on the Test Import button first to ensure there are no issues with importing the data Select Test Import Import Passwords Status Cancel Perform Bulk Processing Mobile Access Bulk Permissions If you need to make many changes to Mobile Access Permissions at once you can use the Mobile Access Bulk Permissions feature This feature allows you to query all the permissions applied to one or more Password Lists select the appropriate permissions Guest View Modify or Admin and then either enable or disable access for Mobile Clients 2014 Click Studios SA Pty Ltd ss Passwordstate Security Administrators Manual El Mobile Access Bulk Permissions The page allows you to query all the permissions for one or more Password Lists and then either enable or disable Mobile Access as required would like to Enable Disable Mobile Access for the Permissions select below Password List s Permissions Select Al o Customers Customer s A Oracle Database Tier CoreAdmins View A 3 A x amp Customers Customer s A Oracle Database Tier Grant Meadows Admin e Admin Accounts Algebris Investments DNS bee Admin Accounts ALUPAR Admin Accounts TA Admin Accounts Chorus Capital Admin Accounts CHUSIN Admin Accounts amp Customers Customer s A Oracle Database Tier Juniper Engineers Admin amp Customers Customer s A Oracle Data
4. Grid Layout Actions Y Password Lists The Password Lists screen shows all Shared Password Lists created in Passwordstate regardless of whether your account has Administrative rights to the Password Lists or not From this screen the following features are available Navigating to and viewing a Password List By clicking on one of the Password List hyperlinks in the grid you will be redirected to the appropriate Password List screen E Note When you view the Password Lists screen via Administration gt Password Lists the passwords themselves will be hidden and most features will be disabled The intention of navigating this way is to fix any permissions issues on the Password List or correcting any possible settings issues The following warning will be displayed on the screen when navigating to a Password List this way Note As you have navigated to this page from the Administration area certain functions to view or modify passwords have been disabled Actions Menu Items By clicking on one of the Action menus for a Password List there will be various features available to you which are explained below O 2014 Click Studios SA Pty Ltd Actions Password List a A y O w Admin Accounts Algebris Investments DNS Edit Password List Details View Password List Permissions Bulk Permissions for Individual Passwords Convert to Private Password List IN Delete Password List H ACTTIT ACCOUFILS
5. To import passwords in bulk is a 3 step process Step 1 Generate CSV Template By clicking on the Generate CSV Template button you will be able to save an empty csv template file to your file system It is this template you need to populate with data ready for import O 2014 Click Studios SA Pty Ltd Password Lists 35 Bulk Password Import To import multiple passwords in to one or more Password Lists at a time please follow the instructions on each of the Tabs below step 2 populate template with data step 3 import data To create a CSV template file ready for you to enter data into it please click on the button below Once you have saved the csv template you can continue to the Step 2 Populate Template with Data tab stiD column must be populated and can determine the values required here by returning to the previous screen list of Password Lists or by clicking on the T ID Column Visibility button Note 2 Some Password Lists may not use all the fields in this CSV template or Generic Fields may be named differently so enter or omit data as appropriate Note 3 Various compliance checks will not be performed with this import i e Bad Passwords Password Strength Compliance amp Mandatory fields Generate CSV Template Step 2 Populate Template with Data The screenshot below shows the fields which are populated in the csv template file which fields are required and the maximum size of any fie
6. User Accounts 89 bottom of the Passwords grid at the top or both Expand bottom Navigation Menu items The Navigation Menu at the bottom of the screen can by expand certain menus vertically by simply hovering over them If you choose you can change this option so you must first click on the Menu item before it expands On all Password List screens sort the grid If you would like all Password grids to be sorted by by the following column default on a selected column you can choose the column here Note this will override you manually sorting a column and then selecting the save the Grid layout On the Passwords Home and all Folder Similar to the option above but this sort order applies screens sort the Search Results and to the Search Results and Favorite Passwords grids on Favorite Passwords grids by the following the Passwords Home page and and Folder pages column When creating new Shared Password When creating new Password Lists you can choose to Lists base the settings on the following automatically specify all the settings based on one of Template s settings the Templates you select here When creating new Shared Password When creating new Password Lists you can choose to Lists base the permissions on the automatically base all the permissions on one of the following Template s permissions Templates you select here Locale Date Format Allows you to specify a date format for any date fields you may need different format based on
7. Delete o o A a Y Editing User Account Settings By clicking on the UserlD hyperlink in the grid you will be directed to a screen where you can edit multiple properties for the user s account E Note 1 Any changes to a user s account will not be in effect until the user logs off then back in to the Passwordstate web site Note 2 The Miscellaneous Email Notifications and Authentication Options tabs are almost identical to what the user sees when they view their own Preferences Note 3 User Account Policies may override any number of settings for the user in which case the relevant controls on each of the tabs will be disabled Account Details Tab The Account Details Tab has some basic information about the user s account which you can edit but should rarely need to be touched E Note At this stage it s not possible to rename a user s UserID value due to the way this field is encrypted throughout a lot of the tables in the Passwordstate database 2014 Click Studios SA Pty Ltd 2 Edit User Details To modify the user s details Mark Sandford halox msand miscellaneous email notifications Passwordstate Security Administrators Manual please make appropriate changes in each of the tabs below and click on the Save button authentication options mobile access options First Name DEJA Sandford testingO clickstudios com au g Security Administrator Y Ena
8. In particular e Host Name and Port Number e Which SMTP address you would like the emails to be sent from e Whether or not your email server is configured to send via TLS Transport Layer Security 2014 Click Studios SA Pty Ltd e Passwordstate Security Administrators Manual 23 5 23 6 e And if you need to specify an account to send from i e Sending Anonymous SMTP emails is not allowed from your email server Note If the account stored for this setting is also stored in a Password List which is enabled for synchronizing of passwords into Active Directory or local Windows Servers then this password below will also be updated when a synchronization occurs Proxy amp Syslog Servers Tab The Proxy amp Syslog Servers Tab allows you to specify proxy server details to allow querying the Click Studios web site for new builds or Passwordstate or Syslog server details to send all auditing data to Proxy Server Details To check for new builds of Passwordstate you may need to specify your internal proxy server details and possibly an account which can authenticate with your proxy server if required Note 1 If the account stored for this setting is also stored in a Password List which is enabled for synchronizing of passwords into Active Directory or local Windows Servers then this password below will also be updated when a synchronization occurs E Note 2 If you are concerned about your Passwordstate web site a
9. Security Group the Debug Security Group Membership screen allows you to query the members of the security groups and provide some additional debug information which may be useful for determine the cause of the issue 2014 Click Studios SA Pty Ltd so Passwordstate Security Administrators Manual sh Active Directory Security Groups Debug Screen This page will allow you test querying the membership of An Active Directory Security Group and provide additional debug information during the process To use this feature you will need to first search for the appropriate Security Group and then click on the Enumerate Members button at the bottom Specifying values for the AD Username and Password fields in optional and if not specified the account credentials which will be used to query Active Directory are the ones specified as the Identity for the Passwordstate Application Pool in IIS security group details Please use the search feature below to search for an Active Directory Security Group Security Group Name CoreAdmins B AD Domain dc halox dc net F AD Username Password Security Groups Search Results Debug Information Debug 1 Dim ctx As New PrincipalContext ContextType Domain strDomainName A Debug 2 Dim GroupPrincipal As GroupPrincipal GroupPrincipal FindByldentity ctx ObjectSID Debug 3 For Each p As Principal In GroupPrincipal GetMembers Debug 4 If p StructuralObjectClass lt gt group T
10. Any Blocked Email Notification settings e Any memberships to Email Notification Groups e Any Favorite Passwords e Any of the Features permissions for what menus the user is allowed access to at the bottom of the screen e Any Grid Settings which columns to see width etc e Any permissions to Password Lists auditing records are added e Any Password Permissions auditing records are added e Any permissions to Password Lists Templates auditing records are added e Any Security Admin Roles auditing records are added e Any membership to Local Security Groups auditing records are added e The expand collapse status of the Password Lists Navigation Tree e Any User Account Policy permissions e Any Scheduled Reports O 2014 Click Studios SA Pty Ltd User Accounts 95 f Clone User Permissions To clone permissions for a user you need to select the Source and Destination users below then click on the Clone button Please Note 1 Please refer to the Security Administrators manual for what processing occurs when you clone a user s permissions Important Please Note 2 Active Directory Security Group Memberships will not be cloned with this process as you need to manage these memberships within Active Directory clone permissions Do you wish to move any Personal Password Lists from the Source User to the Destination User yes Ono Source Users Destination Users Fitte O Fie 2 amp devuserl dev
11. If this is the case you can display a loading animation icon during the expand collapse process so your users are aware something is in progress This generally isn t required but may be desirable if you have 500 Password Lists Folders When generating a password based on a Password Generator Policy perform the following number of retries to ensure the password 2014 Click Studios SA Pty Ltd System Settings 55 meets the strength of the selected Password Strength Policy When using the Password Generator feature E to generate new passwords for a Password List the Password Generator tries to create a password which matches the Password Strength Compliance level set for the Password List Depending on the settings for the selected Password Generator Policy it s possible the generating of passwords may get itself in an endless loop trying to match the Password Strength Compliance level so this setting tells the generator when to give up trying and simply use the last generated password Limit the size of scheduled HTML email reports to All the available reports on the Reports screen can be sent as either csv attachments or embedded HTML within the email If your users choose embedded HTML large reports can cause performance issues when trying to open and read the email This option allows you to specify the maximum size of the report If the maximum size is reached the user is information of this within the email and they are
12. Note 1 A Password List can only be linked to one Template at a time If already linked to another Template it will be disabled in the Available Password List s dialog Note 2 If you link a Password List to this Template and the Template has different Generic Field field types compared to the Password List then this will cause the values for the columns to be cleared in the database for the Password List when you click on the Save button link password lists Link to Template Oracle DB Template Available Password List s Linked Password List s Banking Sites Los Es Customers Customer s A Oracle Database Tier Bigpond ISP Accounts 2 1 Canon Printers od Customers Customer s A SCCM Customers Customer s B LAN Switches Customers Customer s B Network Monitoring O customers Customer s Bi Servers EZ Customers Customer s B SQL Server 31 Customers Customer s B WAN Routers or 5 Customers Customers C Stealhead Appliances lt lt GP USP Accounts Corporate ISP Accounts Se sp Accounts Optus ISP Account s GB USP Accounts Optus ISP Account s 2 Aus Accounts Web Sites amp New Web Site s y Optus Dialup Optus Wireless Ei Riverhead Stealhead Temnlate Count 24 Count 1 Status Cancel Save 19 Password Strength Policies Password Strength Policies are used as a set of rules for determining the strength of a Password Once a policy is created it can be applied to one or more Password Lists W
13. Provides the ability to query all auditing data within the system with multiple filtering options and the ability to export data as well if required Simply a graphical representation of all the auditing data with similar filtering features Authorized Web Servers is used to specify which web server host names are authorized to run the Passwordstate web site used as a mechanism to prevent theft of the database an hosting in a different environment Allows you to specify settings and a schedule for perform backups of all web files and the database and also a place to perform In Place Upgrades of Passwordstate A list of password values which are deemed to be bad and can educate your users not to use these values Custom Images are used in two locations in Passwordstate icons for the Password List themselves and also for the Account Type field for Password records Can be used to manage email notification settings for a group of individual users accounts or members of security groups Allows you to customize the emails sent from Passwordstate or to enable disable notifications A separate Security Administrator role login which can be used in the event other accounts are locked out or inaccessible for any reason Allows you to export all Password records from the system to a CSV file Allows you to enter your license keys for Passwordstate either Client Access Licenses Annual Support or High Availability Shows all Password Fold
14. Y JAINARG AUMMM ACCOUN Actions Menu Edit Password List Details By clicking on the Edit Password List Details menu option in the Actions drop down menu you will be able to edit settings for the selected Password List Note Please refer to the Passwordstate User Manual for detailed instructions on settings which can be applied to a Password List or Template Actions Menu View Password List Permissions By clicking on the View Password List Permissions Action menu you can view all permissions which are applied to the Password List From here you can make any number of changes to permissions as required Actions Menu Bulk Permissions for Individual Passwords By clicking on the Bulk Permissions for Individual Passwords menu option in the Actions drop down menu you will be able to apply permissions for a user account or security group to multiple individual password records at once O 2014 Click Studios SA Pty Ltd s Passwordstate Security Administrators Manual Administer Bulk Permissions for Individual Passwords This screen allows you to apply permissions to more than one individual password record at a time for a User or Security Group This does not affect permissions for any Password Lists Administering Bulk Permissions is a three step process 1 Search for a User or Security Group 2 Apply new or modify existing permissions and 3 Save the changes Search for an appropriate user or security
15. Your Passwordstate URL gt Emergency E Note 1 Simply browsing to the Emergency Access URL will generate audit records and notify Security Administrators via email Note 2 Navigating to the page Administration gt Emergency Access will also generate audit records and notify Security Administrators via email Note 3 Once you ve logged in with this account you will have access to the Administration area of Passwordstate 2014 Click Studios SA Pty Ltd Fi PASSWORDSTATE Passwordstate EJ Emergency Access Authentication Login To login with the Emergency Access account please specify the password below Accessing this page plus any authentication attempts are both audited events which also cause email alerts Status Awaiting Logon 12 Export All Passwords The Export All Passwords screen allows you to export all Password records from the system to a CSV file E Note 1 If you choose to export all passwords to a csv file they must be stored away somewhere securely as the passwords appear as plain text in the csv file Note 2 In addition to the normal audit record added to indicate all Passwords have been exports one Password Viewed audit record will be added per password record required for compliance reasons for some organizations 13 License Information The License Information screen simply allows you to update your license registration keys for Passwordstate E Note When you purchase you
16. accidently drag and dropped a Password List into the folder and all the permissions on the Password List were modified Edit Password Folder To edit the Password Folder details please make appropriate changes and click on the Save button Note If you delete this Password Folder all nested Password Lists and Folders will still be available to users who have been granted access folder details Please specify appropriate details below for the Password Folder then click on the Save Button Folder Name Description Customers Y Prevent Non Admin users from Dragging and Dropping this Password Folder in the Navigation Tree _ Manage permissions manually for this folder do not inherit from nested Password Lists Note The default option for managing permissions is unchecke from all ne ord Lis from a Folder uld vord List into the folder and all the permissions modified Return to Password Folders View Password Folder Permissions Delete Save 2014 Click Studios SA Pty Ltd Password Folders 21 View Nested Password Lists By selecting the option View Nested Password Lists from the appropriate Actions drop down menu a popup screen will appear showing all Folders and Password Lists nested beneath the one you ve chosen Fi PASSWORDSTATE Nested Password Lists Below are all nested Password Lists and Folders for the Folder you selected EM Passwords Home Pim Customer
17. devuser1 A amp devuserl dev devuser1 A amp devuser3 dev devuser3 amp devuser3 dev devuser3 amp devuser one dev devuserone amp devuser one dev devuserone amp Sam Farmer dev sfarmer amp Sam Farmer dev sfarmer amp Tracey Fowell devestudios tfowell amp Tracey Fowell devestudios tfowell amp Ent User halox 23196 amp Ent User halox 23196 amp ABRANT Andrew Brant halox abrant amp ABRANT Andrew Brant halox abrant amp Amanda Ford halox aford amp Amanda Ford halox aford amp Arnold Scwhat halox aschwat amp Anne Wilson halox awilson amp Anne Wilson halox awilson amp Brett Hales halox bhales amp Brett Hales halox bhales amp Bill Sandford halox bill sandford amp Bill Sandford halox bill sandford amp Bruce Wetherford halox bwetherford amp Bruce Wetherford halox bwetherford amp Click Studios halox clickstudios amp Click Studios halox clickstudios amp Craig Shuffs halox cshuff y 2 Craig Shuffs halox cshuff v Status Return to User Accounts Clone Permissions Reset Accepted UAPs for All Users It s also possible to reset the status of accepted User Acceptance Policies for your users as well It s possible you will want to do this periodically as you may need to modify the policy based on business requirements Resetting this accepted value means the user will be prompted again to read and accept the updated policy assuming you have this option e
18. email notification category is not disabled on the screen Email Templates 2 User Accounts ted below are a R Total License Count Enterprise Unlimited WR Available License Count Not Applicable First Name Surname Locale Date Created UAP Accepted On Disabled T Y T E Y E TY o AM y o 0 AM v o one 0A o Farm 4 PM v 3 o Fow 08 Ph Y o PM o halox abrant ABRANT Andre Brant e 9 M o halox aford Amanda Ford 009 7 56 AN o halox aschwat Arnold what 28 01 2011 3 35 PM 2 o halox awilson Anne Wilson 2 2012 12 26 PM e ZA Page 1 of 6 Page size 10 item 1 to 10 of 57 Add Add From AD Import Export Clone User Permissions Reset Accepted UAPs For All Users Grid Layout Actions 7 Once you have added the user s account to Passwordstate there are certain functions which can be performed against it Local Login Accounts When using the Active Directory Integrated version of Passwordstate it s still possible to create Local Login Accounts which aren t tied to Active Directory This would only ever get used in rare circumstances when you have users wanting to use Passwordstate but don t have an AD Account In order to take advantage of this feature you need to e For the Passwordstate web site in IIS you need to set the Authentication for the site to Anonymous e You need to add or import via a csv file Local Login Accounts to Passwordstate these behave O 2014 Click Studios SA Pty Ltd s Pa
19. for any one of the Password Lists there are two formats the URL can be displayed in when viewed in the Passwords grid either a hyperlink text field or hyperlink Icon both of which will launch the URL when clicked on They are displayed in the following manner 2014 Click Studios SA Pty Ltd System Settings 57 URL ftp iinet net au debian lt b gt debian cd lt b gt ftp iinet net au debian debian cd www borland com http www telerik com https www telerik com ftp ftp linet net au debian debian cd 23 2 Password List Options Tab The Password List Options Tab provides multiple settings which are applicable to Password Lists in Passwordstate O 2014 Click Studios SA Pty Ltd s Passwordstate Security Administrators Manual Allow users to export details from their private Password Lists If you wish to prevent users from exporting passwords from their Private Password Lists you can do so by selecting this option Select which Code Page to use when Importing or Exporting data When importing or exporting data you can specify the default Code Page which will be used for character encoding A Code Page consists of a table of values that describes the character set for a particular language By default all Password Lists will use the Code Page you specify here but can be changed to use a different Code Page by editing the Password Lists settings Modify permissions for Password Lists can When a us
20. group and apply the required permissions for passwords in the Password List Corporate ISP Accounts use to search for all Search tracey E Search For user O security Group Search Results Available Passwords View Permissions Reason for Access Tracey Sandford bdiai 4 Dializ gt gt Ddial3 HE P Dials Dials Ddial7 Modify Permissions WTest2 Wtest3 gt gt lt lt Administrator Permissions Status Return to Password Lists Page Save Actions Menu Convert to Private Password List Under certain circumstances you may want to change a Shared Password List into a Private one Warning Please use this feature with caution as it is an irreversible process once complete you will need to restore a copy of your database if you wish to undo any changes with this feature In order to use this feature you must first apply permissions to only the intended recipient of the Private Password List meaning you must remove all Security Group permissions and any other user account based permissions why are not appropriate for a Private Password List Once you have done this and select this feature the following processes will occur Delete any permission records applied at the individual password record level Delete any Favorite password records for the list Delete any linkages to Password List Templates If any users have the Password List set as their Default Home Page then it will be changed to the Passwo
21. needs to be notified when users request access to passwords in a Password List which is configured this way You can use this option to specify where the request is routed i e which Security Administrators will receive the Request Access email and popup notification Send email alerts to Security Administrators with the following role when passwords are exported If you would like to alert your Security Administrators when users are exporting password data you can use this option to do so Send email alerts to Security Administrators with the following role if tampering of the Auditing table is detected It s possible but unlikely that one of your users may try to edit delete auditing data directly in the database in attempt to conceal behavior they don t wish to be reported By using this option you can alert Security Administrators of any such activity In the event tampering is detected Security Administrators will be able to view which records have been affected and also compare what data has been modified facilitating an investigation if required Use the following settings to send emails from within Passwordstate As various functions are performed in Passwordstate email records will be generated and stored in the QueuedEmail table The Passwordstate Windows Service checks this table once every minute and sends the emails if any exist In order for emails to be sent you need to specify various settings for your email server
22. not enabled In addition to reporting on auditing data on the screen you can export the data for further analysis to a CSV file if required Note 1 You can disable the feature allowing purging of auditing data on the screen System Settings gt Miscellaneous Tab Note 2 The Telerik Grid and Filter controls here prevent filtering while using special characters for security reasons If you re wanting to filter using a backslash here simply type the backslash twice T Auditing To search for relevant audit records please use the options below Auditing Filter Platform O All Platforms O web O Mobile O api O windows Se Password List Activity Type Begin Date End Date All Password Lists All Activities z E 23 10 2013 Search 4 Auditing Graphs The Auditing Graphs screen is simply a graphical representation of the auditing data with similar filtering options Instead of filtering between dates you just select a specified period i e 1 year 2 years etc 2014 Click Studios SA Pty Ltd Auditing Graphs IZ Auditing Graphs Please select the appropriate filters below and then click on the Refresh button Graph Filters Platform Audit Activity Duration All Platforms Oweb O Mobile O ap O windows Service All Activities ze 1 Year bd Refresh 6000 4000 1817 Audit Events All Activities 2000 Nov 2012 Dec 2012 Jan 2013 Feb 2013 Mar 2013 Apr 2013 May 2013 Jun 2013 Jul 2013 Aug 20
23. of the Features permissions for what menus the user is allowed access to at the bottom of the screen Any permissions to Password Lists auditing records are added Any Password Permissions auditing records are added Any permissions to Password Lists Templates auditing records are added Any Security Admin Roles auditing records are added Any User Account Policy permissions Clone Security Group Permissions Source Security Groups To clone permissions for a Security Group you need to select the Source and Destination Groups below then click on the Clone button Please Note Please refer to the Security Administrators manual for what processing occurs when you clone a Security Groups s permissions Important clone permissions Destination Security Groups Accountants Cisco Engineers 3nd Level amp CoreAdmins halox Education Support Group amp IS Department halox IE Juniper Engineers Password Lists Creators amp Passwordstate Auditing Security Group halox amp Passwordstate Export All Password Security Group halox Sec passwd customers view IE Security Administrators Es SecurityGroup1 halox amp SecurityGroup2 halox lE Telco Team Test Local Status loj rie oe El Accountants Cisco Engineers 3nd Level Ea CoreAdmins halox a Education Support Group Ba 1s Department halox E Juniper Engineers E Password Lists Creators 84 Passwordstate Audi
24. session after the following number of failed login attempts 5 Save Save amp Close 23 10 User Acceptance Policy Tab The User Acceptance Policy Tab allows you to specify a popup User Acceptance Policy UAP which users must read when they access the Passwordstate web site A default body of text is provided but it can be customized to suite your organization 2014 Click Studios SA Pty Ltd 82 Passwordstate Security Administrators Manual 23 11 23 12 23 13 There are also a couple of options forthe UAP e No policy Required e Yes Mandatory for each new session every time your users initiate a new session when they visit the site they will be presented with the UAP popup e Yes Acceptance Required Once the user has read and accepted the policy they will not be prompted again Check for Updates Tab The Check for Updates Tab allows you to specify how frequently the Passwordstate web site should check for new updates and who it should display the new build notification to This feature queries the following file www clickstudios com au NewBuildInfo xml and if anew build is found the notification will be displayed at the top left hand side of the screen just next to the main logo Note Depending upon your environment you may need to specify proxy authentication details on the Proxy amp Syslog Servers Tab for this feature to work Branding Tab The Branding Tab allows you to specify you
25. the SQL Backups our Security Admin manual shows you how to configure this e Testing of permission worked when authenticated to Passwordstate with a domain account which only has Domain User rights on the domain The following has also helped a few customers as well who had to assign additional rights on the web server for their equivalent of the testcopy account above a group policy setting was restricting which domain accounts could use the following setting The following was required e Open a command prompt as Admin e Type in secpol msc s e Select Local Policies in MSC snap in e Select User Rights Assignment e Right click on Log on as batch job and select Properties e Click Add User or Group and include the relevant user account 7 Bad Passwords The Bad Passwords screen allows you to maintain a list of password which are deemed to be bad i e common passwords easy to guess etc The intention is to educate your users to ensure they do not use Bad passwords On this screen you can add or delete bad password records and once you have alist you are happy with there are options on the screen Administration gt System Settings gt Miscellaneous Tab and Password Options Tab for notifying your users when bad passwords are detected O 2014 Click Studios SA Pty Ltd Custom Images 11 8 Custom Images The Custom Images screen allows you to upload images which can be used as icons for the Password List thems
26. where the user would like the temporary Pin Code emailed to Email Address testing clickstudios com au Google Authenticator In order for the user to use two factor authentication with Google Authenticator and their mobile cell device you will need do 1 Select the appropriate Google Authenticator option above 2 Generate a new Secret Key and email it to them 3 Click on the Save button Secret Key A Email New Clear not case sensitive Separate Password Please specify a password to for the user to use if the Separate Password authentication option is selected for their account SA A oon Cancel Save O 2014 Click Studios SA Pty Ltd User Accounts 93 Mobile Access Options Tab The Mobile Access Options tab allows you to specify various Mobile Client settings for the user and to also set their Mobile Pin Number for themif required The Pin Number can then be emailed to their account 2 Edit User Details To modify the user s details please make appropriate changes in each of the tabs below and click on the Save button Mark Sandford halox msand account details miscellaneous email notifications authentication options Please select select the user s options below for accessing Passwordstate via a mobile device Set the Mobile default home page to O Password List Search O Password Search When searching for Password Lists or Passwords limit the number of records disp
27. you can enforce a different authentication mechanism This is a more secure option if you use Passthrough Authentication within the office but want to further secure access to Passwordstate when outside of the office E Note By selecting this option any User Preferences or User Account Policies for Authentication will be ignored 2014 Click Studios SA Pty Ltd ss Passwordstate Security Administrators Manual If the Passwordstate web site is accessed outside of one of the IP Ranges listed above force the user to authenticate using the following method by selecting this option any User Preferences or User Account Policies for Authentication will be ignored Authentication Option Deny Access Altogether Deny Access Altogether Manual AD Authentication Save Save amp Close Manual AD and Google Authenticator Manual AD and RSA SecurlD Authentication Manual AD and ScramblePad Authentication Manual AD and Email Temporary Pin Code Manual AD and AuthAnvil Authentication Google Authenticator RSA SecurlD Authentication ScramblePad Authentication Email Temporary Pin Code AuthAnvil Authentication Separate Password 23 15 API Key Tab 24 The API Key Tab allows you to specify a System Wide API Key which can be used for various API Calls Please refer to the API Documentation for further details If you don t want certain users to be able to create API Keys for Password Lists you can specify which ones are allowed to by
28. z Cancel Save Email Notifications Tab The Email Notifications Tab allows you to enabled disabled one or more of the many different email notifications Passwordstate can send to the user as well as different report options 2014 Click Studios SA Pty Ltd User Accounts 91 Note 1 The feature Email Notification Groups may cause the Choose Email Notifications button below to be disabled E Note 2 One or more Email Templates may also be disabled in which case the user will not receive email notifications for the disabled templates 2 Edit User Details To modify the user s details please make appropriate changes in each of the tabs below and click on the Save button Mark Sandford halox msand account details miscellaneous email notifications authentication options mobile access options Please select which Email Notifications and Reports the user would like to receive from Passwordstate Send user the following email notification events Choose Email Notifications Cancel Save Authentication Options Tab The Authentication Options Tab allows you to e Specify which Authentication Option should be used for the user s account details and screenshots for each of the different authentication options can be found on the screen System Settings gt Authentication Options Tab e Specify SecurlD and AuthAnvil account details e Create clear email the user their ScramblePad Pin number e Create clea
29. 13 Sep 2013 Oct 2013 All Activities 5 Authorized Web Servers The Authorized Web Servers screen is where you can specify the host names of the web servers which are authorized to host the Passwordstate web site The intention of this feature is to prevent the theft of a copy of the database and hosting it and the web site in an untrusted environment E Note 1 If you plan on moving your Passwordstate web installation to anew web server you must first register the host name of the new web server on this screen E Note 2 If you also purchased the High Availability module you must register the host name of your High Availability instance web server mm Note 3 The host names are not case sensitive 6 Backups and Upgrades The Backups and Upgrades screen allows you to specify the settings required to perform backups in Passwordstate as well execute manual backups and view the status of any backups E Note 1 You must have backups working correctly otherwise you will not be able to perform In Place Upgrades of Passwordstate E Note 2 The Upgrade Now button takes you to the same screen you would navigate to when clicking on the new build notification hyperlink which may appear at the top of the screen when O 2014 Click Studios SA Pty Ltd s Passwordstate Security Administrators Manual n ew builds are available The following instructions will provide some guidance for configuring the backup settings and other
30. AD and RSA SecurlD Authentication Provides a dialog for users to manually specify their AD domain credentials and a SecurlD Passcode To use this authentication method the user must have a valid SecurlD account and token 2014 Click Studios SA Pty Ltd System Settings 69 Fi PASSWORDSTATE Passwordstate EJ SecurlD Authentication Please enter your Active Directory and SecurlD credentials below Domain user name halox msand Password SecurlD User ID msand Passcode Logon Status Awaiting Login Manual AD and ScramblePad Authentication Provides a dialog for users to manually specify their AD domain credentials and a ScramblePad Pin To use this authentication method the user must specify their ScramblePad Pin number on the Preferences screen or Security Administrators can do it for them on the User Accounts screen In the screenshot below if the user s Pin Number was 0123 then they would need to enter ejgx to authenticate correctly the letters are rearranged every time the screen is accessed 2014 Click Studios SA Pty Ltd Passwordstate Security Administrators Manual Fi PASSWORDSTATE Passwordstate EJ ScramblePad Authentication Please enter your user name password the corresponding letters for your ScramblePad pin number Domain user name halox msand Password ScramblePad Pin Manual AD and Email Temporary Pin Code Pr
31. Every Hour hd Exclude Backup of Database LJ You would generally only exclude the database from automatic backups if you use a third party tool for this purpose Cancel Test Permissions Save 2014 Click Studios SA Pty Ltd Backups and Upgrades 9 Backup Permissions To allow backups to work through the Passwordstate web interface you will need to specify an account domain or Windows account which has the following permissions e Permissions to write to the Backup path you ve specified e Permissions to stop and start the Passwordstate Windows Service on the web server e Permissions to write to the Passwordstate folder on your web server In addition to this you must configure the SQL Server service to use a domain or Windows account which has permissions to also write to the Backup Path To do this you need to open the SQL Server Configuration Manager utility on your database server click on SQL Server Services and the specify and account as per the next screenshot F Sql Server Configuration Manager File Action view Help es A D S O OOo HSQL Full text Filter Daemon Launch Running EH SQL Server MSSQLSERVER Running Automatic e E SOL Server MSSQLSERVER Properties E ES lee Log On Service FILESTREAM Advanced Log on as Built in account Account Name halox sqlaccount Password anfirm password PA Se
32. Group can be done in one of 3 ways o When you first add an AD Security Group to Passwordstate o The Passwordstate Windows Service can perform the synchronization on the schedule you have specified on the screen Administration gt System Settings gt Active Directory Options Tab o Or by clicking the Manual Synchronization menu item e Delete delete the security group from Passwordstate This does not delete any user accounts in Passwordstate and does not touch your Active Directory environment in any way Actions Security Group Y amp Accountants 1 amp Cisco Engineers 3nd Level 1 CoreAdmins 1 Manual Synchronization 2 Delete S Dept Nested 1 3 0000000 S Dept Nested 2 2 Clone Security Group Permissions It s possible to clone the permissions from one Security Group to another using the Clone Permissions feature O 2014 Click Studios SA Pty Ltd 52 Passwordstate Security Administrators Manual E Note 1 When cloning occurs the Destination Security Group s permissions are first removed otherwise duplication would occur E Note 2 Security Group Memberships will not be cloned with this process as you need to manage these memberships yourself either manually for Local Security Groups or by letting the AD synchronization work for AD groups During the cloning process the following types of permissions will be cloned Any memberships to Email Notification Groups Any
33. IVILy Keport ETO A Enabled All Email Templates Disable All Email Templates Grid Layout Actions Editing Email Template Content By clicking on the Category hyperlink in the grid you can edit the content of the email template specifying your own words and formatting options At the top right hand side of the Editor you will notice the Variables tab ribbon bar From this drop down list you can insert the following variables into your email templates ToFirstName the First Name of the user who is receiving the email ToUserlD the UserID of the user who is receiving the email SiteURL the URL of your Passwordstate web site PermissionType the permission being applied to a Password List or Password record for the user PasswordList the name of the Password List Password the title of the Password record Version the Version number of your Passwordstate install UserName A combination of the Firstname and Username of the user ExpiresAt the date at which a users permissions to a Password List or Password will be removed AdditionalBodyText reserved by Click Studios for various custom text messages AuthenticationMethod which Authentication method was used for authenticated to the Passwordstate web site or to a Password List O 2014 Click Studios SA Pty Ltd Email Templates 15 M Edit Email Template To edit the selected Email Template please fill in the details below Category Access to Pas
34. Mobile Access by default When adding new permissions to a Password List you can use to enable disable Mobile Access by selecting the appropriate option here Use the following authentication method for the Mobile Client There are four types of Authentication Options available for the Mobile Client e Mobile Pin Number a numeric pin code that the user can specify on their Preferences screen e Active Directory Authentication authenticate using the users Active Directory UserlD and Password e Email Temporary Pin Code Two Factor Authentication using the emailing of a temporary pin code which expires after a set period of time e AuthAnvil Authentication Two Factor Authentication using Scorpion Software s AuthAnvil solution The Mobile Access Pin Number for user authentication must be a minimum length of You can choose the length of the Mobile Access Pin Number the users must use to authenticate with When the users specify their own Pin Number on the Preferences screen or use the option O 2014 Click Studios SA Pty Ltd System Settings 81 to generate one it must meet the minimum length requirement of this setting The Inactivity Timeout for Mobile Access is mins If the user forgets to log out of the Mobile session this setting will automatically log them out after the set period of inactivity and also clear their authenticated session Protect against brute force dictionary authentication attempts by locking o
35. Passwordstate Security Administrators Manual O 2014 Click Studios SA Pty Ltd 2 Passwordstate Security Administrators Manual Table of Contents Foreword 0 Part Introduction 4 Part Il Active Directory Domains 5 Part Ill Auditing 5 Part IV Auditing Graphs 6 Part V Authorized Web Servers 7 Part VI Backups and Upgrades 7 Part VIl Bad Passwords 10 Part VIIl Custom Images 11 Part IX Email Notification Groups 11 Part X Email Templates 13 Part XI Emergency Access 16 Part XII Export All Passwords 17 Part XIII License Information 17 Part XIV Menu Access 17 Part XV Password Folders 20 Part XVI Password Generator Policies 22 Part XVIl Password Lists 28 Part XVIIl Password List Templates 38 Part XIX Password Strength Policies 41 Part XX Reporting 45 Part XXI Security Administrators 46 O 2014 Click Studios SA Pty Ltd Contents 3 Part XXII Security Groups 47 Part XXIII System Settings 53 Te Miscellane ous Tab A A A Jude adn 53 2 Password List Options Tab ccomncccnnncocnnenonncinonnnnnnnennnnnonnnnnnnnennnnnrnnnrrnnnnrrnnnrrrnnrrnnnnrranerenanes 57 3 Password Options Tabiiicionooicionion iia aaa ia aa aaa naa Aaa aiana ainan aren 61 4 Email Alerts amp Options Tab ipi AA aA Edan 62 5 Proxy amp Syslog Servers Tab ocincicicin lidia lidia dada aida 64 6 Active Directory Options Tab viii a a das 64 7 Authentication Options Tab coomccconnccconnconnnenenncinnnnnnnncnnnnnnnnnernnnnrrnnnrnnnnernnnnrnnnrrnnnnrranerennn
36. base Tier Mark Sandford Admin amp Customers Customer s A Oracle Database Tier William Wilson View amp Customers Customer s A SCCM Grant Meadows Admin 3 Admin Accounts Intrinsic Value Investors DNS amp Customers Customer s A SCCM Juniper Engineers Admin a Admin Accounts JANHKG Admin Accounts amp Customers Customer s A SCCM Mark Sandford Admin 8 Admin Accounts JSA Group amp Customers Customer s A SCCM William Wilson View Admin Accounts Mount Kellett Capital dh Admin Accounts MYRHKG Admin Accounts VAdmin Accounts Newsmith Capital Banking Sites Customers Canon Printers Customers Customer s A Oracle Database Tier Customers Customer s AY SCCM Customers Customer s B Biapond ISP Accounts ms lt Count 8 Count 9 Status Return to Password Lists Page Save 18 Password List Templates Password List Templates can be used to apply consistency to settings for your Password Lists and accessing the Templates from within the Administration area allows you to see all Templates created by all user Templates can be used in the following way e You can apply a Template s settings as needed once off when you add a new Password List or edit an existing Password Lists settings e You can link Password Lists to a Template and then manage all settings from the Template When you do this the majority of options for the Password List will be disab
37. ber on the Preferences screen or Security Administrators can do it for them on the User Accounts screen In the screenshot below if the user s Pin Number was 0123 then they would need to enter rjdu to authenticate correctly the letters are rearranged every time the screen is accessed Fi PASSWORDSTATE Passwordstate EJ ScramblePad Authentication Login Enter the corresponding letters for your ScramblePad pin number 8 Ww Email Temporary Pin Code Provides an authentication dialog for users to enter a Temporary Pin Code User s must specify an email address in their Preferences area as to where they want the Temporary Pin Code to be emailed to and Security Administrators cannot set this email address for them 2014 Click Studios SA Pty Ltd System Settings Fi PASSWORDSTATE Passwordstate EJ Temporary Pin Code Authentication To authenticate with your Temporary Pin Code please check your registered email address and enter the Pin Code below You have 3 minutes before the temporary Pin Code expires at which time you will be logged out AuthAnvil Authentication Provides a dialog where you can enter your AuthAnvil Username and Passcode to log in using two factor authentication User s must have specified their AuthAnvil Username on the Preferences screen in order to authenticate E Passwordstate Passwordstate EJ AuthAnvil Two Factor Authentication Please enter your Username and Passcode be
38. bled Cancel Save Miscellaneous Tab The Miscellaneous Tab has the following settings you can choose for the user Password Visibility on Add View Edit Pages Auto Generate New Password When Adding a New Record Enable Search Criteria Stickiness Across Password Screens Show the Actions toolbar on the Passwords pages at the When you add a new Password or edit an existing one by default the password value is masked i e If you choose you can instead show the password value instead of the masked one When adding a new Password record you can automatically generate a new random password instead of having to specify one yourself The format complexity of the new random password will be determined by which Password Generator Policy is applied to the Password List When using the search textbox found at the top of most Password screens you can choose to make this search value you type sticky across different Password Lists i e if you search for test in one Password List when you click on another Password List in the Navigation Tree the contents of the Passwords grid will also be filtered by the term test You can also clear the search criteria by clicking on the Picon At the bottom of every Passwords grid there are certain buttons controls for adding passwords importing them viewing documents etc With this option you can choose to display the Actions toolbar at the 2014 Click Studios SA Pty Ltd
39. cation occurs after the AuthAnvil authentication happens Email Temporary Pin Code Settings The Temporary Pin Code Settings allows you to specify the length of the Pin Code and also how long until the temporary Pin Code will expire if not used Minimum ScramblePad Pin Length By default the ScramblePad Pin length is 4 characters but can be changed if required 2014 Click Studios SA Pty Ltd Passwordstate Security Administrators Manual Web Authentication Options Please specify which System Wide Authentication method will apply to users who do not have any options selected as per of their Preferences or via a User Account Policies Authentication Option Passthrough AD Authentication If one of the Manual AD Authentication options are selected auto populate the UserlD field based on the current logged in Active Directory account O Yes O No SecurlD Settings Auto populate the SecurlD UserID field for the user O Yes O No Make the SecurlD UserlD field on the login screen read only O Yes O No When using the Forms Based Authentication version of Passwordstate and a SecurlD authentication option above show just the SecurlD authentication screen on initial login by selecting this option your UserlDs in Passwordstate must match your SecurlD UserlDs and any User Preferences or User Account Policies for Authentication will be ignored O yes Ono AuthAnvil Settings Specify your AuthAnvil Web Services URL an
40. ccessing the Internet the only file we access is http www clickstudios com au NewBuildInfo xml No data can be sent or captured by reading an XML file and you can run a program such as WireShark on your web server to confirm this is the only file Click Studio s checks Syslog Server Details If required you can send all Auditing data to one of your own internal SysLog servers It is the Passwordstate Windows Service which checks every minute for new data to send and the Windows Service keeps track of the latest auditing record which was successfully sent and only send subsequent records Active Directory Options Tab The Active Directory Options tab allows you to specify an account to interact with Active Directory and various options for User Account Security Group and Password synchronization Active Directory Privileged Account Credentials In order for Passwordstate to synchronize User Account enabled disabled status in AD Security Group Memberships and passwords between Passwordstate and Active Directory Windows Servers you must specify a domain account to use with sufficient privileges to perform these tasks 2014 Click Studios SA Pty Ltd System Settings 65 ote 1 e account stored for this setting is also stored in a Password List which is enable Note 1 If th t stored forth tt Iso stored P d List which bled for synchronizing of passwords into Active Directory or local Windows Servers then this password belo
41. clicking on the Set Permissions button and following the on screen instructions Note Only Password List Administrators have the access to create configure API Keys for Password Lists O System Settings To modify the system settings please make changes within the appropriate tabs below then click on the Save button miscellaneous password list options password options email alerts 8l options proxy 8l syslog servers active directory options authentication options password synchronization options mobile access options user acceptance policy check for updates branding high availability options allowed ip ranges API Key Click on the Generate New Key button below to create a new API Key Please note this key will give 3rd party programs full access to certain system wide queries via the Passwordstate API so it is important this key is not given to unauthorized users API Key ge7o6d2b543facefs7b23cae49d6fcs8 Generate New Key Warning Resetting the API Key will break existing applications using it M API Permissions By default users who are Administrators of Password Lists can create and API key for the Password List and configure settings as appropriate If you wish to control who is allowed to do this please click on the Set Permissions button below Set Permissions Save Save amp Close User Accounts Prior to any of your users being able to access the Passwordstate web site you must fir
42. d SitelD here the AuthAnvil URL is generally in the format of https yourFullyQualifiedDomain com AuthAnvil sas asmx AuthAnvil URL https win2k8rsa1 AuthAnvil sas asmx AuthAnvil SitelD fi Auto populate the AuthAnvil Username field for the user O Yes O No Make the AuthAnvil Username field on the login screen read only O Yes Ono Email Temporary Pin Code Settings Please specify appropriate settings below for when one of the Email Temporary Pin Code authentication options are used Pin Code Length fa Pin Code Expires in Minutes s E ScramblePad Pin Length If you have chosen to use ScramblePad Authentication please specify the minimum length of the Pin Number to be used Minimum ScramblePad Pin Length fa 2014 Click Studios SA Pty Ltd 23 8 System Settings 79 Password Synchronization Options Passwordstate can synchronize password changes with Active Directory or the local accounts database on Windows Servers This tab allows you to specify various settings and permissions for this feature Active Directory and Windows Server Accounts In Passwordstate you can configure a Password List to synchronize the password records with Active Directory if required This could be user accounts on the domain or accounts you have created to act as service accounts For detailed instructions of how to configure permissions and use the Password Synchronization feature in Passwordstate please see the Knowl
43. ders the user has access to and what their permissions are The permissions are either based on their own individual user account or any security groups they may be members of e Resend Welcome Email if you need to resend the initial Welcome email to the user the email they first receive when their account is first added to Passwordstate then you can use this menu item e Impersonate Users Account this feature should only be used when trying to troubleshoot issues with the affected user By selecting this option an email will be send to the user informing them you are impersonating them as we as to all Security Administrators Audit records are also added When you are impersonating a user being able to see edit or add passwords will be disabled e Delete deleting a user s account will remove all access for them so please use with caution Note 1 The status enabled or disabled of a user s account may also change depending on the Active Directory synchronization settings on the screen System Settings gt Active Directory Options Tab Note 2 Disabling a user s account does not count towards the number of used licenses 2014 Click Studios SA Pty Ltd User Accounts 87 halox bwetherford halox clickstudios Toggle Status Enabled or Disabled Set Expiry Date Reset Any Accepted UAPs For User Report Historical Password Activity Report Password List and Folder Permissions Resend Welcome Email Impersonate Users Account
44. ds with Spaces O no Separation Cancel Save Generate Passwords The Generate Passwords tab allows you to test the settings you have specified on the other tabs and also generate any number of random passwords based on your settings 2014 Click Studios SA Pty Ltd 26 Passwordstate Security Administrators Manual El Edit Password Generator Policy Please use the various tabs below to specify options for the Password Generator Policy Default Password Generator passwords generator details generate passwords alphanumerics amp special characters word phrases Number of Passwords 15 Generate Passwords Select All inbuilt iWrM94A memoir XATq86P ispell z E amp o sizes wzjN_ virgin 7SDwvV basin KUSjaY canoed YT xiWK handy C amp 7nzts refaced aYFIYT cancels Sx 2s sank v amp son noting dc8Eebt cake amp uqkrM bulkier Ai_ Srv oar 9EHDo2 Cancel Save Once a Password Generator Policy has been created it can be assigned to a Password List or Password List Template by editing the appropriate settings as per this screenshot below When your users now click on the E icon the random password generated will be based on the selected Password Generator Policy O 2014 Click Studios SA Pty Ltd Password Generator Policies 27 Edit Password List To edit the details for the selected Password List please fill in the details below for each of the various tabs
45. e The 4 values specified must total 100 O 2014 Click Studios SA Pty Ltd a Passwordstate Security Administrators Manual Edit Password Strength Policy Please specify your password strength policy settings in each of the appropriate tabs below and click on the Save button Note the policy is not enforced when entering a password instead it s used as a visual representation of password strength test password strength policy settings calculation weighting Calculation Weighting allows you to determine the weighting of a strength characteristic of a password for length numeric case and symbols The 4 values specified must total 100 Length Weighting 50 Numeric Weighting 15 Casing Weighting 15 Symbol Weighting 20 Cancel Save Test Password Strength Tab The Test Password Strength Tab allows you to test the policy settings you ve specified on the other two tabs and shows you a graphical representation of the strength of the password you type based on the policy settings you ve specified O 2014 Click Studios SA Pty Ltd Password Strength Policies 45 Edit Password Strength Policy Please specify your password strength policy settings in each of the appropriate tabs below and click on the Save button Note the policy is not enforced when entering a password instead it s used as a visual representation of password strength policy settings calculation we
46. e Policy Tab Specify a popup User Acceptance Policy which users must read when they access the Passwordstate web site Check for Updates Tab Specify how frequently Passwordstate should check for new versions Branding Tab Specify your own Logos and Page Titles to use on various screens and dialogs High Availability Options Tab Specify how frequently the High Availability instance of Passwordstate should check for new update Custom Images and Logos and write these to disk Allowed IP Ranges Tab Specify which IP Addresses or IP Address Ranges are allowed to access the Passwordstate web site or API API Key Tab Specify a System Wide API Key which can be used for various API calls 23 1 Miscellaneous Tab The Miscellaneous Tab has multiple settings which don t necessarily apply to any of the other Tabs Default Locale Date Format Applies date formatting rules to any date fields you see in Passwordstate If users are located in a different region to what is set system wide they can specify their own date format as part of their Preferences 2014 Click Studios SA Pty Ltd s Passwordstate Security Administrators Manual Inactivity Time Out mins Allows you to specify the period in which users will be automatically logged out of Passwordstate if their session is inactive If Audit records in the database are detected as being tampered with send email reports at The Passwordstate Windows Service monitors the state o
47. e Security Administrators Manual 21 permissions based on users and will enumerate any Security Groups into User Account details e Password Strength Compliance Report exports a sorted list of all Password Lists the strength of each password and whether or not the Password Strength is compliant or not e Security Group Membership exports a sorted list of Security Groups within Passwordstate and their User Accounts membership e User Accounts exports a sorted list of User Accounts within Passwordstate Note No password values are exported in any of the reports on this screen Y Reporting To view details of a report select it from the list below and click on the Run Report button to execute Note These reports can also be scheduled from the Reports menu at the bottom of the screen if you ve been given access to this menu A Report Description ords a Ple e of the available reports on the left and click the Run ds p Rep link bel Password List Permissions Password Reuse Report d Report assword Permissions Pa Strength Compliance Report Security Group Membership User Accounts Run Report Security Administrators The Security Administrator role in Passwordstate provides access to one or more features in the Administration area If a user s account is not set up as a Security Administrator the Administration menu on the bottom horizontal menu will not be visible to them There are 15 differe
48. e web site and they are Passthrough AD Authentication If DNS your browser and the site in IIS is configured correctly your browser should not prompt you for your account details when using this authentication method instead it should pass your account details to the Passwordstate web site in IIS and IIS ensures your account exists in Active Directory Manual AD Authentication Provides a dialog for users to manually specify their AD domain credentials 2014 Click Studios SA Pty Ltd System Settings 67 PASSWORDSTATE Passwordstate EJ Active Directory Authentication Please enter your user name and Password to authenticate f Domain user name halox msand Password Logon Status Awaiting Login Manual AD and Google Authenticator Provides a dialog for users to manually specify their AD domain credentials and a Google Verification Code To use this authentication method the user must create a Google Authenticator Secret Key on the Preferences screen or Security Administrators can do it for them on the User Accounts screen 2014 Click Studios SA Pty Ltd e Passwordstate Security Administrators Manual Fi PASSWORDSTATE Passwordstate EJ Google Authenticator Please enter your user name password and Google verification code to authenticate Domain user name halox msand Password Google Verification Code Logon Status Awaiting Login Manual
49. edge Base article Synchronize Passwords with Active Directory on Windows Servers in the User Manual E Note 1 You can only synchronize passwords from Passwordstate into Active Directory not the other way around it s not possible to decrypt the values of AD passwords E Note 2 If you change the domain account used here or modify the permissions for this account i e add to a new security group then it is recommended you restart the Passwordstate Windows Service When synchronizing passwords with Active Directory or Windows Server validates the passwords match before allowing a password to be changed If this option is set to Yes then it will first check if the password stored in Passwordstate matches what s stored in AD Windows Server prior to performing any new synchronizations This can act as a security measure to prevent users of Passwordstate making changes to AD Windows Server accounts if they don t know what the password currently is i e prevents them from adding a record with any password value and then performing a synchronization Enable the Password List setting of Show Active Directory amp Windows Actions for Passwords which are enabled for Sync If this option is enabled then it can be selecting a part of the settings for a Password List When selected it will provide a new Tab on the Edit Password screen which allows you to do the following to the account in Active Directory Windows Server e Unlock the account i
50. elves and also for the Account Type field for Password records E Note 1 All images exist on the web server file system in the path lt Passwordstate Folder gt images LookupImages and are also stored within the Passwordstate database as well Deleting them from the file system will caused them to be recreated once the Passwordstate Windows Service is next restarted Note 2 It is recommended you keep these images relatively small inline with the size of the supplied images otherwise it can distort the view of Password Lists in the Navigation Tree and anywhere Account Type images are displayed El Custom Images Listed below are all the Custom Images which can be use the Password Lists in the navigation tree or assigned to the Account Type field within ord Lists Actior Image Image File Name v Android android png O E Apple apple png o ga Application Account stats png o 15 Calendar calendar png 5 Chrome chrome png Cisco IOS switches gif v Cloud cloud png o B Code code png Y Colormanagement colormanagement png BW Colorswatch colorswatch png 14 1 2 34567 gt l Page 1 of7 E Page size 10 Item 1 to 10 of 63 Add Grid Layout Actions Y 9 Email Notification Groups The Email Notification Groups screen is used to manage email notification settings for a group of individual users accounts or members of security groups Using Email Notification Groups you can specify which email notification
51. enerator Policy you have the following options available to you Password Generator Details Edit the name and description for the Policy O 2014 Click Studios SA Pty Ltd Password Generator Policies 23 El Edit Password Generator Policy Please use the various tabs below to specify options for the Password Generator Policy Default Password Generator passwords generator details generate passwords alphanumerics amp special characters word phrases Please specify naming details for the Password Generator Policy Below Policy Name Default Password Generator Description Default Password Generator with medium complexity of alphanumeric characters Cancel Save Alphanumerics amp Special Characters The Alphanumeric amp Special Characters tab allows you to specify the desired length of the password you wish to generate as well as settings for letters numbers special characters and various forms of brackets 2014 Click Studios SA Pty Ltd z Passwordstate Security Administrators Manual El Edit Password Generator Policy Please use the various tabs below to specify options for the Password Generator Policy Default Password Generator passwords generator details generate passwords alphanumerics amp special characters word phrases Ml include Alphanumerics 8 Special Characters m Password Length Length 5 Min 7 Max TAlphanumerics Y Lowe
52. ent password strength Compliance is Mandatory if this option is set to Yes the user will not be able to save the password record if the strength of the password they re creating does not meet the Password Strength Compliance setting above 2014 Click Studios SA Pty Ltd Password Strength Policies 43 Edit Password Strength Policy Please specify your password strength policy settings in each of the appropriate tabs below and click on the Save button Note the policy is not enforced when entering a password instead it s used as a visual representation of password strength test password strength policy settings calculation weighting Please specify details for the Password Strength Policy Below Policy Name Default Policy Policy Description Default policy if no specific policy is set for a Password List Minimum LowerCase Characters 7 1 Minimum UpperCase Characters 1 Minimum Numeric Characters zii Minimum Symbol Characters ai Preferred Password Length 8 Requires Upper And Lower Case yes Ono Password Strength Compliance 5 Strong y Compliance is Mandatory Oves Ono Cancel Save Calculated Weighting Tab The Calculated Weighting Tab allows you to specify the weighting of a strength characteristic of a password for length numeric case and symbols The higher the weighting the more important the category is deemed to be Not
53. er authenticating with their own SecurlD Token but then logging into Passwordstate as the other user this can happen when the Passthrough authentication occurs after the SecurlD authentication happens as there does not necessarily need to be a correlation between a users SecurlD user account and their domain account 2014 Click Studios SA Pty Ltd System Settings 77 When using the Forms Based Authentication version of Passwordstate and a SecurlD authentication option above show just the SecurlD authentication screen on initial login When this option is selected you will not be prompted to enter your forms based UserID and Password only your SecurlD UserID and Passcode Specify your AuthAnvil Web Services URL and SitelD here You must specify your AuthAnvil s Web Services URL and SitelD in order to use this two factor authentication option The URL is generally in the format of https yourFullyQualifiedDomain com AuthAnvil sas asmx Auto populate the AuthAnvil Username field for the user If you select one of the AuthAnvil authentication options for your users you can automatically populate the Username field for them if required Make the AuthAnvil Username field on the login screen read only This option prevents a user from walking up to another user s computer authenticating with their own AuthAnvil Username and Passcode but then logging into Passwordstate as the other user this can happen when the Passthrough authenti
54. er is given Modify permissions to a Password List the default options allows the user to add new passwords and edit or delete existing passwords You can modify this default behavior by unchecking one or more options here Enable the Automatic Password Rotation option for The Automatic Password Rotation feature allows you to automatically generate a new password when the current one expires and then synchronize this password with the Active Directory or Local Windows Server account Depending on your requirements you may disable this feature for both Shared and Private Password Lists if required When creating new Shared Password Lists base the settings on the following Template s settings When your users create new Password Lists you can specify a template here as a basis for the new Password List s settings This allows you to provide some consistency across multiple Password Lists if required E Note This setting does not affect Private Password Lists When creating new Shared Password Lists base the permissions on the following Template s permissions When your users create new Password Lists you can specify the initial permissions should be copied from the selected Template If required there s also an option below to add permissions for the creator of the Password List as well Note This setting does not affect Private Password Lists Allow users to override the Template based settings above for new Shared Password Lis
55. ers created in Passwordstate O 2014 Click Studios SA Pty Ltd Introduction 5 Password Generator Create edit or delete Password Generator Policies Policies can be Policies associated with one or more Password Lists and are used as a basis for generating random passwords of varying complexity Password Lists Shows all the Shared Password Lists in Passwordstate and provides various features for administering permissions moving passwords around orimporting passwords in bulk Password List Templates Shows all the Password List Templates stored in Passwordstate which can be used to apply a common set of settings to one or more Password Lists Password Strength Policies Password Strength Policies are used as a set of rules for determining the strength of a Password Once a policy is created it can be applied to one or more Password Lists Reporting Various reports which can be exported to CSV files Security Groups Allows you to manage either local security groups created within Passwordstate or Active Directory security groups These groups can then be used for applying permissions to Password Lists or to give deny access to various features System Settings System Settings is used to manage the majority of system wide settings for Passwordstate User Accounts Allows you to specify the user accounts which are able to access the Passwordstate web site User Account Policies User Account Policies are used to apply a specify set of set
56. es 66 8 Password Synchronization OptiONS coooonnccccconnnnnnnnnnnonnnnnnnnnnnnanennnnnnnrrnnnnnnrr rro nnnrrrrnnnannnns 79 9 Mobile Access Options ii Et 80 10 User Acceptance Policy Tab es iiciccsccccccssccaseed sceerecbacen seed sdes ended icenuyeastveteeutecodee ateeze 81 11 Check tor Updates Tabi ociimi clas 82 AA T AT A D T 82 13 High Availability Options Tab cooooncccccnonnncnnnnnnnnnnnnnnnnnnnnnnnnnn cnn nr rro 82 14 Allowed IP Ranges Tab cociiiosii ir iia 83 15 APU Key Tab iii a ai 84 Part XXIV User Accounts 84 Part XXV User Account Policies 95 O 2014 Click Studios SA Pty Ltd 4 Passwordstate Security Administrators Manual 1 Introduction M Welcome to the Passwordstate Security Administrators Manual This manual will provide instructions for Security Administrators of Passwordstate to configure user accounts system wide settings and various other features which managing the environment The following table describes each of the different sections available within the Administration area of Passwordstate Active Directory Domains Auditing Auditing Graphs Authorized Web Servers Backups and Upgrades Bad Passwords Custom Images Email Notification Groups Email Templates Emergency Access Export All Passwords License Information Password Folders Specify which Active Directory Domains can be queried from within Passwordstate either for User Accounts or Security Groups
57. f locked e Set the option User must change password at next logon e Disable the account e Enable the account Enable Synchronization With Permissions Each Shared Password List or Template can be configured to synchronize passwords with either Active Directory or the local accounts database on Windows Servers You may not want all users O 2014 Click Studios SA Pty Ltd so Passwordstate Security Administrators Manual 23 9 be able to configure these settings so by clicking on the Set Permissions button you can specify what User Accounts or Security Groups are allowed to configure settings for this feature Mobile Access Options The Mobile Access Options tab allows you to specify multiple settings for how the Passwordstate Mobile Client behaves for your users Allow Mobile clients to access Passwordstate If you do not wish to allow Mobile Access to passwords you can disable access altogether by selecting this option E Note 1 If you choose to disable Mobile Access it is recommended you set the option below to No and then go to the screen Administration gt Passwords Lists gt Mobile Access Bulk Permissions and then disable Mobile Access for all permissions E Note 2 Even if this option is enabled your Firewall System Administrators still need to configure external DNS and allow access through the firewall for anyone to access the Mobile Client web site When adding new permissions to Password Lists enabled
58. f the Auditing data in the database and if it detects any modifications to data directly in the database it can alert Security Administrators via an email This setting allows you to specify what time on the day you would like to receive that notification Specify the Base URL used in any emails generated by Passwordstate This URL field is used as hyperlinks in any emails generated from Passwordstate Force the use of an SSL Certificate HTTPS When set to Yes if the user types HTTP into the browser address bar they will be redirected to HTTPS which securely encrypts all traffic between the user s browser and the web site The API will return a 403 Forbidden message if HTTPS is not used Show Password List Auditing data to users with the following permissions Beneath each Password List grid you see on the Password screens there is a Recent Activity grid This data in the Recent Activity grid is all auditing data specify to the Password List you are viewing You can choose to hide this grid be deselecting the relevant role for this setting this will also remove the Password List from the Auditing section that users have access to When expanding collapsing nodes in the Passwords Navigation Tree show a loading animation icon when the count of nodes in the tree is greater than If you have many Password Lists and Folders visible in the Navigation Tree for your users there may be a small delay in expanding collapsing tree nodes
59. g the High Availability instance when they should be accessing the Primary instance 23 14 Allowed IP Ranges Tab The Allowed IP Ranges Tab allows you to specify a range of IP Addresses where clients are allowed to access the Passwordstate web site or make calls to the Passwordstate API Specifying IP Ranges can be done in the following format e 192 168 1 all addresses in the range of 192 168 1 0 to 192 168 0 255 e 192 168 all addresses in the range of 192 168 0 0 to 192 168 255 255 e 192 all addresses in the range of 192 0 0 0 to 192 255 255 255 e 192 168 1 1 192 168 2 50 just the addresses in the range of 192 168 1 1 to 192 168 2 50 e 192 168 1 50 just a single IP Address E Note 1 Regardless of the settings you specify here you will always be able to access Passwordstate if logged into your web server directly or via the Emergency Access account E Note 2 If making an API call from an IP Address which is not authorized then API will return a HTTP Status Code of 403 Forbidden If the Passwordstate web site is accessed outside of one of the IP Ranges listed above force the user to authenticate using the following method If you would like to choose a different authentication method when your users our outside of your internal network then you can choose the option from here By default access from IP Addresses which aren t listed as Allowed will be blocked By selecting an authentication option instead
60. ged v o Access to Password List Granted Notifies user if they have been granted access to a Password List e v Access to Password List Removed Notifies user if their access to a Password List has been removed o anaes Password List Template Notifies user if their access level to a Password List Template has changed po a Notifies user if they have been granted access to a Password List Template e o PERS Password List Template Notifies user if their access to a Password List Template has been removed x Mo 4 1 23450 Page 1 of5 OJ Page size 10 Item 1 to 10 of 47 Return to Notification Groups Enabled All Notifications Disable All Notifications Grid Layout Actions Y 10 Email Templates The Email Templates screen allows you to customize the emails sent from Passwordstate or to enable disable notifications as required Enabling Disabling Email Notifications You can enable disable email notifications in one of either two ways 1 Individually by the appropriate Actions drop down menu Actions Category iy Access Request Q Access Request Denied Toggle status Enabled or Disabled wy Restore Default Template Access to Password List Changed 2 Enabling disabling all email notifications at once by clicking on the the appropriate Enable All or Disable All buttons at the bottom of the grid 2014 Click Studios SA Pty Ltd ta Passwordstate Security Administrators Manual ws EXCESSIVE ACT
61. hen Debug 5 If p UserPrincipalName lt gt Then Debug 6 Dim user As UserPrincipal UserPrincipal FindByldentity p Context IdentityType DistinguishedName p DistinguishedName Debug 7 Dim strUserID As String LCase GetUsersNetBlOSDomain p DistinguishedName amp amp user SamAccountName Debug 8 Username halox hsand Firstname Harvey Surname Sandford Ed A ber ri rss o mse Status Records found Enumerate Members Clear Results Return to Security Groups Local Security Group Actions Menu Once you have created a Local Security Group the Actions drop down menu has two features you can use e Manage Members allows you to add or remove members from the security group e Delete delete the security group from Passwordstate This does not delete any user accounts only the security group itself Note If the Security Group has been used to apply permissions anywhere within Passwordstate removing members from the security group or deleting the Security Group itself will removes one or more user s access 2014 Click Studios SA Pty Ltd Security Groups 51 Actions Security Group Y gt Q amp Accountants 1 gt 2 Manage Members Level Delete Active Directory Security Group Actions Menu Once you have add a new Active Directory Security Group the Actions drop down menu has two features you can use e Manual Synchronization synchronization membership of an Active Directory Security
62. hen adding or editing a Password Strength Policy settings can be applied on 2 of the tabs and there is 1 tab for testing the policy Policy Settings Tab The Policy Settings Tab allows you to provide a name and description for the policy plus the following settings e Minimum LowerCase Characters specifies how many lowercase characters are required as a minimum abcd etc e Minimum UpperCase Characters specifies how many uppercase characters are required as a 2014 Click Studios SA Pty Ltd e Passwordstate Security Administrators Manual minimum ABDCD etc Minimum Numeric Characters specifies how many numeric characters are required as a minimum 1 2 3 etc Minimum Symbol Characters specifies how many symbol characters are required as a minimum etc Preferred Password Length specifies the minimum number of total characters the password should have Requires Upper And Lower Case indicates if the passwords string must have both lower and uppercase characters Password Strength Compliance indicates the desired Password Strength Complexity Very Poor Weak Average Strong or Excellent With the following graphic when editing adding a password the Compliance Strength indicator shows the user what password complexity is desired for the applied policy rd ecccccccescece a a Passwo Confirm Password Aa Password Strength AA amp kk amp Compliance Strength Www e Strength Status Excell
63. ho is affected by the settings and which emails are either enabled or disabled You do this by clicking on the appropriate menu item in the Actions drop down menu i Email Notification Groups Email Notification Groups can be used to enable or d Note 1 Any system wide Email Templates which are Note 2 If a user has specified their own Email Notific override their personal settings Actions Notification Group Q Normal User Accounts M View Notifications 2 View Permissions Delete Add O 2014 Click Studios SA Pty Ltd Email Notification Groups 13 Email Notifications Please select which Email Notifications you would like set for the notification group Normal User Accounts by selecting the appropriate option from the Actions drop down menus below Actions Category Description Enabled K Notifies Password List Administrators that a user has requested access to a Password 0 Access Request y List or individual password v Access Request Denied Notifies the user if their request to access a Password or Password List has be denied ES Access to Passwor ange otifies user if their access level to an individual Password record has change o A to P d Changed Notif f tt level t dividual P d d has changed Y o Access to Password Granted Notifies user if they have been granted access to an individual Password record e v Access to Password List Changed Notifies user if their access level to a Password List has chan
64. icense as recorded on the License Information screen the user accounts will not be added to Passwordstate Synchronize the enabled disabled status of Active Directory user accounts with the user accounts in Passwordstate Using this option if the enabled disabled status of a user account in Active Directory is changed you can also synchronize that change to the account stored in Passwordstate When an account in Active Directory is deleted perform the following in Passwordstate If a User Account in Active Directory is deleted you can choose either you want to delete it in Passwordstate disabled the account or simply do nothing When a user is removed from a Security Group and that user no longer belongs to any Security Groups perform the following in Passwordstate If a user no longer belongs to any Active Directory Security Groups which have been added to Passwordstate you can choose to delete or do nothing with their account E Note For the two options above if you choose to delete the user account in Passwordstate all access for the user s account will be removed and any Private Password Lists they may have had will be deleted Synchronize Security Group Memberships and User Account status at 2014 Click Studios SA Pty Ltd Passwordstate Security Administrators Manual 23 7 Synchronizing of Active Directory security group memberships and the status of user accounts either enabled disabled or deleted sta
65. ighting To test this Password Strength Policy simply being typing a password below XA kk 1 more characters Cancel Save 20 Reporting The Reporting feature allows you to run the following reports which will be exported to csv files for further analysis if required e Audit Records General exports a sorted list of all general audit records not specific to Passwords or Password Lists Please note this could be a large CSV file so may take some time to generate e Audit Records Passwords exports a sorted list of all audit records specific to Passwords and Password Lists Please note this could be a large CSV file so may take some time to generate e Password List Permissions exports a sorted list of permissions for all Password Lists and any permissions applied to individual passwords Note if the Title field is populated in this report then it means the permissions have been applied to the individual password record e Password Reuse Report exports a list of records where the same password have been used more than once e Aged Password Report exports a list of each individual password record showing the last time any activity occurred for each record excludes Private Password Lists e Enumerated Password Permissions exports a sorted list of permissions for every individual password recorded in Passwordstate excluding Private Password Lists It will show 2014 Click Studios SA Pty Ltd s Passwordstat
66. issions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions Set Permissions z Passwordstate Security Administrators Manual 15 Password Folders The Password Folders screen show you all the Password Folders which have been created in Passwordstate From this screen you can Edit Password Folder Details View Permissions amp Delete the Folder By clicking on the Password Folder hyperlink you see in the grid you will be taken to a screen where you can perform the following actions on the Folder e Edit name description and settings e View Permissions by default permissions are automatically applied to Folders The permissions applied to Password Lists are propagated up through the Navigation Tree and applied to any Folders above it The only exception to this is when the Manager Permissions Manually option is selected for a Folder e Delete the folder deleting a folder will not delete any nested Folders or Password Lists E Note The default option for managing permissions is unchecked and with this setting the Folder will automatically inherit any permissions from all nested Password Lists It s not currently possible to allow nested Password Lists to inherit permissions from a Folder as this could potentially cause a security concern if a user
67. layed to as mobile devices typically operate on slower networks limiting the number of records returned can help improve performance 30 Mobile Pin Number e Email le Clear Minimum length is 4 Cancel Save Clone User Permissions It s possible to clone one user s permissions to another by using the Clone User Permissions feature This feature is generally used in one of two ways e You ve had anew employee start who has replaced another employee and you wish to give them the same access e If you need to modify the UserID for a user i e a Domain Migration someone gets married etc E Note 1 When cloning occurs the Destination User s permissions are first removed otherwise duplication would occur Note 2 You need to decide of the Source user s Private Password Lists should be moved across to the Destination user This should only ever be done if the Source and Destination user are the same actual person The reason we provide the option to move a user s Personal Password Lists is because a users Personal Password Lists are deleted if their account is removed from Passwordstate Note 3 Active Directory Security Group Memberships will not be cloned with this process as you need to manage these memberships within Active Directory 2014 Click Studios SA Pty Ltd o Passwordstate Security Administrators Manual During the cloning process the following types of permissions will be cloned e
68. lds You will notice 10 Generic Fields in the csv template By default Password Lists are not configured to use any of the available Generic Fields but it s possible they may have been configured to use them Generally the Generic Fields are named differently but those names cannot be shown in the csv template as each Password List may have named them differently You will need to ensure you populate the csv template file with the correct fields for each of the different Password Lists you are importing into E Note 1 If a field is not Required then you can leave it blank in the csv template E Note 2 The PasswordListID field is required so the import process knows which Password Lists to import the passwords into The PasswordListID values can be determined by returning to the previous screen and either Exporting the list of Password Lists or by clicking on the Toggle ID Column Visibility button E Note 3 Various compliance checks will not be performed with this import i e Bad Passwords Password Strength Compliance amp Mandatory fields 2014 Click Studios SA Pty Ltd Passwordstate Security Administrators Manual 5 Bulk Password Import To import multiple passwords in to one or more Password Lists at a time please follow the instructions on each of the Tabs below step 1 generate csv template step 2 populate template with data step 3 import data Now that you have a saved CSV Template below are the colu
69. led when you chose to Edit Password List Details e You can also apply permissions to a Template and these permissions can be used for o Allow other users to see the Templates via the Password List Templates menu option o Allow other users to also modify the settings for the Template via the Password List Templates menu option o Applying permissions to a Password List as needed once off when you add a new Password List or edit an existing Password Lists settings E Note Permissions on a Template are not used when Linking Password Lists to a template this can only be done when adding a new Password List or editing the settings for an existing one O 2014 Click Studios SA Pty Ltd Password List Templates 39 B8 Password List Templates isted below are all the Password List Templates stored within Passwordstate e Based tandshake event Password Descriptio Linked Password Lists Deny Export Time Ba _ Prevent Pa T Y 2 All Options Enabled PreventDragDrop v Y im Oracle DB Template Riverbead Stealhead Template For the Riverbead Stelhead appliai A SS Servers Servers Template A SQL Database Template Normal template for storing SQL Accounts y S Site s 4 ow 00000000 2 Windows Server Template Standard Windows Template 0 v v Add New Template Grid Layout Actions Y Adding and Editing Templates Adding or editing templates in the Administration area is identical to
70. ll Password Lists not just the ones they have access to When your users copy move link passwords between different Password Lists by default they will only be able to see the destination Password Lists on the screen which they have been given access to It s possible you may have a requirement to allow them to copy move link into Password Lists they don t have access to and by selecting this option they will be allowed to do this When searching for users in order to grant them access to Password Lists only show users who are in the same Security Groups as the person granting the access In the main user screens of Passwordstate i e not the Administration area there are various screens where you can apply permissions for users accounts By selecting this option they will only be able to see search for users who are in the same Local or Active Directory Security Groups as themselves as they are recorded in Passwordstate When a new Password List is created apply the following permission to the user who created the list When new Password Lists are created the default option is to provide the user Administrative rights to the Password List If required you can change this default behavior to either Modify or View permissions When new Shared Password Lists are created grant Security Administrators with the selected role below admin rights to the Password List As new Password Lists are created you can also choose to automatica
71. lly grant one or more Security Administrators of Passwordstate administrative rights to the Password Lists You can do this by selecting the All Security Administrators option or just the ones who are assigned a specific Security Administrator role O 2014 Click Studios SA Pty Ltd System Settings 61 23 3 Password Options Tab The Password Options Tab has multiple settings applicable to Password values being visible on the screen clearing the clipboard and Bad Password detection Synchronize the Deleted status of Linked Password records across all affected Password Lists When Password records are copied amp linked between different Password Lists you can use this option to specify whether all of the linked records are moved to the Recycle Bin when one of them is deleted If the option is not selected the other linked records will remain visible in each of their respective Password Lists When users add edit passwords alert them when a Bad Password is specified and rate it as When your users add or edit password records you can choose to either alert them when bad passwords are detected as per the list stored in the Bad Passwords screen or you can allow bad passwords to be used If a bad password is detected you can specify why Password Strength indicator you would like to be assigned to the password record Automatically clear clipboard after the following specified number of seconds When your users copy Pa
72. low Passcode PIN One Time Password Username Passcode Logon Status Awaiting Login 2014 Click Studios SA Pty Ltd Passwordstate Security Administrators Manual Separate Password Provides a dialog for users to specify a separate authentication password this works in conjuction with Passthrough AD Authentication To use this authentication method the user must specify their separate password on the Preferences screen or Security Administrators can create a random password for them on the User Accounts screen Fi PASSWORDSTATE Passwordstate EJ Separate Password Authentication Login Please enter your User ID and Password to authenticate Status Awaiting Login Various Authentication Options Some of the authentication methods above also have various options which can be set and they are If one of the Manual AD Authentication options are selected auto populate the UserID field based on the current logged in Active Directory account If you select one of the Manual AD authentication options for your users you can automatically populate the UserID field for them if required Auto populate the SecurlD UserID field for the user If you select one of the SecurlD authentication options for your users you can automatically populate the UserID field for them if required Make the SecurlD UserID field on the login screen read only This option prevents a user from walking up to another user s comput
73. mns you are expected to populate with data as appropriate Once you have finished populating your CSV file and saved it please click on the Step 3 Import Data tab Column Name Size Max Required Please note Any Password Lists who have the column AccountType selected can use any of the values displayed in this Listbox PasswordListID NA d Title 255 v s UserName 255 Description 255 AccountType NA Notes 8000 URL 255 Password NA ExpiryDate NA GenericField1 NA GenericField2 NA GenericField3 NA GenericField4 NA GenericField5 NA GenericField6 NA GenericField7 NA GenericField8 NA GenericField9 NA GenericField10 NA Status Cancel Step 3 Import Data Once you have populated the csv file with the required data the Step 3 tab allows you to either test the import process or perform the actual import It is recommended you test the import process first and any errors will be reported back to you including the line number in the csv file so you re able to correct the data O 2014 Click Studios SA Pty Ltd 5 Bulk Password Import To import multiple passwords in to one or more Password Lists at a time please follow the instructions on each of the Tabs below step 1 generate csv template step 2 populate template with data step 3 import data Now you are ready to import your newly populated csv template To do so please select your CSV file by clicking the Select button then click on the Import Passwords
74. nabled on the System Settings User Acceptance Policy Tab In the User Accounts grid as well you can see the data and time each of the users last accepted the User Acceptance Policy 25 User Account Policies User Account Policies allow you to manage a specific set of settings for a groups of users at a time The settings relate to various User Preferences and how the Password Lists Password Folders and Home Page screens appear to the user 2014 Click Studios SA Pty Ltd 96 Passwordstate Security Administrators Manual An example of how User Account Policies can be used is to hide all graphs on all screens from the users When a User Account Policy is applied to a user s account the controls settings on the screen will be disabled informing the user a User Account Policy is in effect for their account Adding a User Account Policy When you add a User Account Policy you can choose to set any number of the following settings User Preferences Mask Password Visibility on Add View Edit Pages Auto Generate New Password When Adding a New Record Enable Search Criteria Stickiness Across Password Screens Show the Actions toolbar on the Passwords pages at the Expand the bottom Navigation Menu items by Locale Date Format Specify which Authentication option will apply to the user s account Password List Screen Options Show the Header row on all Passwords Grids Show the Filter controls in the Header of the Passwo
75. nt types of roles a Security Administrator account can be configured for with each role providing access to various screens features in the Administration area The roles are Role Screen Feature Access Active Directory Domains Active Directory Domains Auditing Auditing amp Auditing Graphs Bad Passwords Bad Passwords Email Templates Email Notification Groups amp Email Templates Emergency Access Emergency Access Export All Passwords Export All Passwords Licensing License Information Password Generator Password Generator Policies 2014 Click Studios SA Pty Ltd Security Administrators Password Lists Custom Images Password Folders Password Lists amp Password List Templates Password Strength Policy Password Strength Policies Reporting Reporting Security Administrators Security Groups System Settings Security Administrators Security Groups Authorized Web Servers Backups and Upgrades Menu Access amp System Settings User Accounts User Accounts amp User Account Policies If you deselect one or more of the Security Administrator roles for a user the corresponding menu item will be disabled for the Administration menu as per the following graphic Administration Menu Access dd Administration Home Active Directory Domains Password Folders 1 Auditing Auditing Graphs Authorized Web Servers Backups and Upgrades Bad Passwords Custom Images Email Templates Emergency Access Export All Pas
76. omers Customer s B Network Monitoring Ed Customers Customer s B 1 Oracle Application Tier O customer Customer s B Servers E Customers Customer s B Stealhead Appliances E Customers Customer s B WAN Routers Bus Accounts Corporate ISP Accounts Ey ISP Accounts Optus Dialup Se use Accounts Optus ISP Account s E USP Accounts Optus ISP Account s 2 amp MSP Accounts Optus Wireless PSP Accounts Weh Sites y Count 25 Status Source Password s E AAA LinkTest El aaa record banki EA gsand EA sql amp EA sql A sql_pass2 lt Eo sqlaccountl Yo sqlaccount2 CA sqlaccount3 A sqltest3 Count 11 Select All Destination Password List Fitter 9 F Customers Customer s B SQL Server A Customers Customer s B Stealhead Appliances Customers Customer s B WAN Routers Bus Accounts Corporate ISP Accounts Ey ISP Accounts Optus Dialup Se IsP A ount ptus ISP Account EX USP Accounts Optus ISP Account s 2 2 MSP Accounts Optus Wireless e SP Accounts Web Site amp New Web Site s 8 TestForT Tumbler Door Codes 2 Windows Accounts O Wkstn Administrator Q Wkstn Administrator Wkstn 2 Y Count 25 Cancel Reset Copy Move Perform Bulk Processing Bulk Password Import The Bulk Password Import feature is useful when you are migrating data from another system as it allows you to import multiple passwords records into multiple different Password Lists at once
77. ord List Descriptio Y o 2 All Options Enabled PreventDr gt a a Oracle DB Template Oracle Da 2 View Permissions mplate For the Ri amp Linked Password Lists E Delete Template TEA y A SQL Database Template Normal te 2 Web Site s Various w Windows Server Template Standard Add New Template Grid Layout Actions Linked Password Lists When you link one or more Password Lists to a Template the majority of settings for the linked Password Lists are then managed via the Template which the exception of the details on the API Key Tab Linking Password Lists to a Template is very simply process move the Password List you want to link into the Linked Password List s text box and click on the Save button E Caution When linking Password Lists to a Template for the first time if the Password List has some Generic Fields specified which are different to any Generic Fields specified for the Template these fields will have their data cleared blanked in the database when you click on the Save button This is because the different Generic Field Field Types need to have their data treated differently There are multiple warning messages within the Passwordstate as well for this so please be aware 2014 Click Studios SA Pty Ltd Password List Templates 41 Linked Password Lists Below are a list of Password Lists which can be or are already linked to the Template Oracle DB Template
78. oval as these require additional settings to Search for an appropriate user or security group and apply the required permissions use to search for all Search Search For Ouser O Security Group Search Results 145 Available Password Lists View Permissions Reason for Access amp Accountants Filter o Customers Customer s A Canon Printers Cisco Engineers 3nd Level CoreAdmins amp Education Support Group S Dept Nested 1 S Dept Nested 2 Juniper Engineers amp Password Lists Creators amp Sec passwd customers view amp Security Administrators SecurityGroup1 SecurityGroup2 x EN Administrator Permissions Le ISP Accounts Optus ISP Account s z i S Customers Customer s B LAN Switches Banking Sites al gt gt ES Customers Customer s A Oracle Database Tie od Customers Customer s AY SCCM lt lt 4 Customers Customer s B Bigpond ISP Accour S Customers Customer s B Network Monitoring wo Es Customers Customer s B Oracle Application TB sP Accounts Optus ISP Account s 2 O customers Customer s B Servers Customers Customer s B Stealhead Appliance po Bus Accounts Corporate ISP Accounts gt gt amp Test Local Sas Accounts Optus Wireless z l L gt gt Customers Customer s B WAN Routers 2 New Web Site s i gt Status Return to Password Lists Page Save Perform Bulk Processing Bulk Copy Move Passwo
79. ovides an authentication dialog for users to manually specify their own AD credentials and also a Temporary Pin Code User s must specify an email address in their Preferences area as to where they want the Temporary Pin Code to be emailed to and Security Administrators cannot set this email address for them The length of the Pin Code and the time in which it expires can also be set on this screen 2014 Click Studios SA Pty Ltd System Settings Fi PASSWORDSTATE Passwordstate EN Temporary Pin Code Authentication To authenticate with your Temporary Pin Code please check your registered email address and enter the Pin Code below Domain user name haloxwWmsand Pin Code Logon You have 3 minutes before the temporary Pin Code expires at which time you will be logged out Manual AD and AuthAnvil Authentication Provides a dialog where you can enter both your Active Directory domain credentials and your AuthAnvil Username and Passcode to log in using two factor authentication User s must have specified their AuthAnvil Username on the Preferences screen in order to authenticate 2014 Click Studios SA Pty Ltd Passwordstate Security Administrators Manual E Passwordstate Passwordstate EJ AuthAnvil Two Factor Authentication Please enter your domain credentials and AuthAnvil Username and Passcode below Passcode PIN One Time Password Domain user name haloxmsand st Password DO O U
80. permissions required to backup all the web tier and database files Backup Settings On the Backup Settings screen you have the following options available to you How many backups to keep on the file system The path to where you would like to store the backups please use UNC naming conventions here not a literal path such as c backups Username and Password required for the backup below is an explanation of the permissions required Whether you want to enable a regular set and forget schedule for the backups to occur You can also exclude the database from automatic backups as well and this is useful if you use a third party tool to perform SQL Backups which prevents you from executing standard backups And finally what time you would like the scheduled backups to begin and how often you want a backup to occur 2 Backup and Upgrade Settings Detailed below are the settings required to allow Backups and in place Upgrades for Passwordstate backup settings fK Please note the account you specify below must have n account which also has Write Access to this Backup Path Backups To Keep 15 7 Backup Path Nywin2k12web backups To backup to a network location specify the path in the format of lt servername gt lt sharename gt Backup UserName halox testcopy pecify username in the format of domain gt lt username gt Backup Pa Enabled Scheduled Backup v Backup Start Time 13 Hour y Minute Backup
81. pts Alert Security Administrators if there are an excessive number of events from a single user for Viewing Copying or Exporting Passwords Alert if the following condition is met Another option which alerts to uncommon behavior is to notify Security Administrators when an individual user is viewing copying or exporting a lot of password data within a set period of time i e if a user views 10 password records within a single minute then this is not common behavior and you may have an issue with potential information leakage theft 2014 Click Studios SA Pty Ltd System Settings 63 When users Request Access to Passwords or Password Lists in addition to emailing the request to Password List Administrators also email it to Security Administrators with the following roles By default Password or Password List Access Requests are routed to the Administrators of the relevant Password Lists If you would also like the access requests to be sent to various Security Administrators you can use this option to choose which Security Administrator roles will receive the requests When users Request Access to Passwords or Password Lists if there are no Administrators assigned to the Password List email the request to Security Administrators with the following roles It s possible that there may be no Administrator permissions assigned to a Password List for your users only Modify or View permissions If this is the case someone
82. r case M Upper case Y Numbers Vl include higher ratio of alphanumerics vs special characters LJ Include ambiguous alphanumerics I and 1 m Special Characters Y include the following special characters amp _ O include the following brackets 100 lt gt Cancel Save Word Phrases The Word Phrases tab allows you to insert a random word at the beginning of the password somewhere in the middle or at the end You can specify how many words to create what length and what form of separation you would like between the word and the rest of the random password either dashes spaces or nothing Passwordstate has 10 000 different words it can choose from all of different lengths 2014 Click Studios SA Pty Ltd Password Generator Policies 25 El Edit Password Generator Policy Please use the various tabs below to specify options for the Password Generator Policy Default Password Generator passwords generator details generate passwords alphanumerics 8l special characters word phrases Include Word Phrases m Quantity amp Length Number of Words 1 Maximum Word Length 7 m Positioning O Prefix Words to Alphanumerics amp Special Characters O Append Words to Alphanumerics amp Special Characters O Insert Randomly into Alphanumerics amp Special Characters m Separation O Separate Words with Dashes O Separate Wor
83. r email the user their Google Authenticator Secret Key O 2014 Click Studios SA Pty Ltd 2 Passwordstate Security Administrators Manual Please Note You only need to specify the various authentication settings if you have chosen one of them as the users preferred Authentication Option or as a secondary authentication method for a Password List they have access to Authentication Option Please specify which Authentication option which will apply Please Note to this user when they first authenticate to Passwordstate When using the default Passthrough authentication method the only true way to expire a user s login credentials after logging Authentication Option out is to close the browser window Clicking on the Log Back In passthrough AD Authentication button or refreshing the page simply re authenticates the user Please make your users aware of this if they log into Passwordstate from different computers to their own ScramblePad Pin Number If you have chosen to use ScramblePad Authentication please specify a Pin Number for the user to use ScramblePad Pin Number Email New Clear Minimum length is 4 SecurlD UserlD Please specify the user s SecurlD UserlD value below SecurlD UserlD msand AuthAnvil Username Please specify the user s Auth Anvil Username value below AuthAnvil Username msand Email Temporary Pin Code Please specify The email address of
84. r own custom Logos to use at the top left hand side of the page and on various Dialog windows as well as your own custom Page Titles If possible it is recommended you make your logos of the following size so that they appear symmetrically correct on the site e Title Logo 192 pixels Wide x 28 pixels High e Dialog Logo 196 pixels Wide x 30 pixels High E Note 1 The logos are stored within the database and restarting the Passwordstate Windows Service will recreate the logos on the file system if they are accidentally deleted for any reason E Note 2 Adobe Photoshop template files are also provided allowing for easier creation of your own logos if required High Availability Options Tab If you have purchased the High Availability option for Passwordstate the High Availability Options Tab allows you to specify the following settings e How frequently the High Availability instance should check for new or updated logos and custom images If there are any new or updated images they will be written to disk on the schedule provided e When auser accesses the High Availability instance of Passwordstate you can send email alerts to Security Administrators with the selected following role s This is useful as the High 2014 Click Studios SA Pty Ltd System Settings 83 Availability instance is read only which means no auditing data is added to the database This gives you the opportunity to investigate why the user is accessin
85. r renewal for Annual Support Upgrades it s import you update your Annual Support registration key on this screen otherwise you will be prevented from upgrading to new builds of Passwordstate 14 Menu Access The Menu Access screen allows you to specify which users or security groups are allowed to access the various horizontal menu options at the bottom of the Passwordstate screen O 2014 Click Studios SA Pty Ltd 18 Passwordstate Security Administrators Manual By clicking on the appropriate Set Permissions button you can allow all users to have access or just the ones you specify If a user doesn t have access then menu option will be disabled for them O 2014 Click Studios SA Pty Ltd Js Menu Access Please select which users or security groups are allowed to access the various horizontal menu optio Horizontal Menu Items Menu E Generator Menu Ch Auditing Menu o Preferences Menu Passwords Menu Items Menu W Add Folder Q Add Private Password List Q Add Shared Password List ay Administer Bulk Permissions En Expiring Passwords Calendar ag Password List Templates a Request Access to Password Lists Ga Request Access to Passwords 132 Toggle All Password Lists Visibility Help Menu Items Menu Security Administrators Manual 8 Web API Documentation Other Miscellaneous Features Feature Drag and Drop Password Lists in Navigation Tree 2014 Click Studios SA Pty Ltd Set Perm
86. rds The Bulk Copy Move Passwords feature allows you to Copy Move or Copy amp Link multiple passwords from multiple Password Lists to a different Password List at once instead of doing one record at a time as users can do through the standard interface This feature is useful if you are re organizing your Password Lists and need to move records around in mass Note You can only copy move records between Password Lists which have similar fields configured If the fields are not compatible then the destination Password List will be disabled preventing you from copying moving records to it 2014 Click Studios SA Pty Ltd Bulk Copy Move Passwords To copy move multiple Passwords from one Password List to another is a 3 step process 1 Select the Source Password List s ps 2 Select all the Source Passwords you want to move Note Any Password Lists which have incompatible Generic Field settings will be disabled 3 Select the Destination Password List and click the Copy Move button s Passwordstate Security Administrators Manual bulk copy move passwords I would like to Copy amp Link O Copy O Move these password s to Source Password List s Filter o vousturners Y Customers AY Caron Princers A E Customers Customer s A Oracle Database Tier od Customers Customer s AY SCCM Customers Customer s B Bigpond ISP Accounts S Customers Customer s B LAN Switches S Cust
87. rds Grids Show the Header row on all Recent Activity Grids Make the Recent Activity Grid visible to the user Selects the Paging Style controls for Password and Recent Activity grids Make the Pie Charts visible to the user Sort the grid by the following column Home Page and Folder Screen Options Show the Favorites Passwords Grid Show the Password Statistics Chart Choose the Style of the Password Statistics Chart Stack the data points on top of each other for the Password Statistics Chart Select the color theme for the Password Statistics Chart Sort the Search Results and Favorite Passwords grids by the following column Mobile Access Options Set the Mobile default home page to When searching for Password Lists or Passwords limit the number of records displayed to E Note When you first add a new User Account Policy it is disabled by default It is recommended that before you enable the policy you apply the permissions required then click on the Check for Conflicts button The Check for Conflicts process will ensure that there are no two settings with different values assigned to a user s account this could cause confusion for the user and for Security Administrators if this is the case 2014 Click Studios SA Pty Ltd User Account Policies 97 User Account Policy Actions Once you have created a Policy with the desired settings the following Actions Menu items are available to you e View Permissions allows you
88. rds Home node in the Navigation Tree And finally it will marked the Password List as private Actions Menu Delete Password List By selecting the Delete Password List menu option in the Actions drop down menu you will be 2014 Click Studios SA Pty Ltd Password Lists 31 given the opportunity to delete the selected Password List Warning You are prompted twice to delete a Password List or there is no Recycle Bin in the event you do delete one so be sure you no longer require the passwords in this List If you accidentally delete a Password List and still require it you will need to ask your DBAs restored a copy of the database Add Password List By clicking on the Add Password Lists button you will be able to add a new Password List to Passwordstate Note Please refer to the Passwordstate User Manual for detailed instructions on settings which can be applied to new Password Lists or Templates Export The Export button simply allows you to export the list of Password Lists to a csv file no Passwords are exported just basic information about the Password Lists themselves Toggle ID Column Visibility The Toggle ID Column Visibility button will either show or hide the PasswordListID value for each of the Password Lists These PasswordListID values may be required if you are using the Passwordstate API or the Bulk Password Import feature below O 2014 Click Studios SA Pty Ltd 32 Passwordstate Securit
89. recommended to change the report to a csv attachment Use regular expressions when matching Bad Passwords If the use of Bad Password detection is enabled on the Password Options Tab the use of regular expression matching means the bad password can be detected anywhere within the string not just the bad password on it s own i e mypassword would be deemed as a bad password as it contains the word password Enable option for purging of Auditing records If you don t want to give Security Administrators the ability to purge delete auditing records on the Auditing page then you can hide the controls which allow the purging When users are Requesting Access to passwords hide the following fields due to possible sensitive information being stored in them From the Passwords menu at the bottom of the screen users are able to request access to either Password Lists orindividual Passwords they don t already have access to assuming you have enabled this feature for them As viewing password related data can be sensitive by its very nature you can choose to hide various fields on the screen from your users either the Username Description or Notes fields Allow permissions to be applied multiple times for a user security group to the same Password or Password List Under certain circumstances you may wish to allow the application of multiple permissions to a Password List or Password record for user accounts or security groups If thi
90. rent time periods based on the length of the password fields i e if the password field is 20 characters in length you probably would needitto be displayed longer on the screen compare to a record which is only 5 characters long Email Alerts amp Options Tab The Email Alerts amp Options Tab allows you to specify your email servers settings so emails can be generated from Passwordstate as well as multiple settings and notifications relating to emails being sent Send email alerts to Security Administrators who have User Accounts role for Failed Login Attempts There are two different scenarios in which your users must authenticate when using Passwordstate 1 When they first browse to the web site 2 If a Password List is configured to require an Additional Authenticate step prior to the Password List being accessible By selecting this option Security Administrators who have the User Accounts role will be alerted via email to any failed login attempts Failed login attempts are also recorded and reportable on the Auditing screens Only send Failed Login Attempt email alerts to Security Administrators if the following conditions are met If Security Administrators don t wish to be alerted to every single failed login attempt by individual users you can set a threshold which must be met before an email is sent Even if this option is used to not be notified every single time auditing data is recorded for all failed login attem
91. rvice status Running Start Stop Pause Restart Cancel Apply Help Note Please ensure you test the upgrade by clicking on the Test Permissions button this will report any issues with permissions in performing a backup 2014 Click Studios SA Pty Ltd 10 Passwordstate Security Administrators Manual Automatic Backup Troubleshooting As every customers environment can sometimes be slightly different it s possible you may experience a issues when initially setting up the automatic backups If this is the case below is a case scenario of settings which have helped several customers in the past For the backup username we created a domain account called testcopy This account only has Domain User rights and nothing else Backup Share Folder are located on a Windows Server 2012 server and the web server is running on a different server altogether e The Passwordstate Application Pool identity is running as NetworkService also ensure there are modify NTFS permissions applied to the Passwordstate folder for this account e The Share permissions itself is set to full control for testcopy account e The testcopy account you has modify NTFS permissions to the backup folder e The testcopy account is set as local administrator on the web server so it can stop start the Passwordstate Windows Service e The testcopy account is used for the Log On As identity for the SQL Server service needed for
92. s 4 3 Customer s A Eg Oracle Database Tier sl SCCM 4 Customer s B S LAN Switches S Network Monitoring O Servers E SQL Server amp WAN Routers 4 Customers C 5 Stealhead Appliances Deleting Folders Also in the Actions menu are two options for deleting a folder e Delete Folder will delete just the folder and nothing else The Navigation Menu will look different to your users once you ve done this as it will need to rearrange any nested Password Lists Folders e Delete Folder and all Nested Items Please use with caution as this will deleted all nested Password Lists Folders including all associated passwords 2014 Click Studios SA Pty Ltd 22 Passwordstate Security Administrators Manual Password Folders Listed below are all the Password Folders within Password Actions Password Folder Y Customers Customers Customer s A View Nested Password Lists Delete Folder Delete Folder and all Nested Items Add Password Folder Grid Layout Actions 7 o a Q amp Customers Customer s B 16 Password Generator Policies The Password Generator Policies screen allows you to create and manage multiple settings for the Password Generator which can then be applied to one or more Password Lists Note The Default Password Generator policy cannot be deleted it can be renamed and its settings modified but it cannot be deleted When adding or editing a Password G
93. s certain users receive or don t receive i e you may wish to have certain notifications enabled for Security Administrators but disabled for normal user accounts in Passwordstate O 2014 Click Studios SA Pty Ltd 12 Passwordstate Security Administrators Manual E Note 1 Any system wide Email Templates which are disabled will cause any settings here to be ignored Note 2 If a user has specified their own Email Notification Settings as part of their Preferences any permissions you apply here for the user will override their personal settings E Note 3 If you have more than one Notification Group created for a user any disabled email categories will over ride any enabled ones be careful applying duplicates for a user i Email Notification Groups Email Notification Groups can be used to enable or disable real time email notifications for multiple users at once Note 1 Any system wide Email Templates which are disabled will cause any settings here to be ignored Note 2 If a user has specified their own Email Notification Settings as part of their Preferences any permissions you apply here for the user will override their personal settings Actions Notification Group Description o Normal User Accounts Normal User Account Notifications o Security Administrators Security Administrator Notifications Add Grid Layout Actions Y Once you have created a Notification Group you can then assign permissions for w
94. s is a requirement you can check this option O 2014 Click Studios SA Pty Ltd s Passwordstate Security Administrators Manual Allow users to view Password List permissions when they are not Administrators of the Password List Under each Password List grid there is a drop down list called List Administrator Actions The majority of options in this drop down list are only accessible to Administrators of the Password List If a user does not have Administrators rights to the Password List it might still be useful if they can see what other users or security groups have access to the Password List By enabling this option the View Password List Permissions feature will be available to them they will only be able to view permissions not change them ne List Administrator Actions List Administrator Actions Password List Actions A View Password List Permissions mM View Recycle Bin pass Mf Bulk Update Passwor itle opi pass i Edit Password List Detal the clipb BD Save Password List as Template itle opi Toggle Visibility of Web API IRs ptus ISP A pass e Vier k lt Delete Password List lar st called a Standard Permissions Report 6 Enumerated Permissions Report 4 Password Strength Report 4 All Passwords Report 4 All Password History Report 4 AD Synchronization Report When displaying URL columns in grids display the URL value as a If you have chosen the URL field
95. sername poo Passcode DCO ooo oo i y y Status Awaiting Login Google Authenticator Provides a dialog for users to manually specify their Google Verification Code this works in conjuction with Passthrough AD Authentication To use this authentication method the user must create a Google Authenticator Secret Key on the Preferences screen or Security Administrators can do it for them on the User Accounts screen 2014 Click Studios SA Pty Ltd System Settings 73 Fi PASSWORDSTATE Passwordstate EJ Google Authenticator Please enter your Google verification code to authenticate Google Veriton Code 2 Logon Status Awaiting Login RSA SecurlD Authentication Provides a dialog for users to manually specify their SecurlD Passcode this works in conjuction with Passthrough AD Authentication To use this authentication method the user must have a valid SecurlD account and token Fi PASSWORDSTATE Passwordstate EJ SecurlD Authentication Please enter your SecurlD User ID and Passcode to authenticate User ID msand Passcode Status Awaiting Login O 2014 Click Studios SA Pty Ltd Passwordstate Security Administrators Manual ScramblePad Authentication Provides a dialog for users to manually specify their ScramblePad Pin code this works in conjuction with Passthrough AD Authentication To use this authentication method the user must specify their ScramblePad Pin num
96. sswords to the clipboard using the icon you can specify how long before the clipboard is automatically cleared E Note This option is only applicable to Internet Explorer as it s not possible to automatically clear the clipboard with Firefox or Chrome a button will appear at the top right hand side of the screen allowing you to clear the clipboard if required When Password masking is displayed on the grid views show a fixed character length of It s possible to use Fixed Length Password Masking in Passwordstate as an added security measure By using this feature the screens which show a masked password like will all be of the same length regardless of how many characters the Password field consists of Automatically hide visible passwords based on the following conditions in seconds By clicking on any masked passwords in the grid view i e or the amp icon on any of the add edit view password screens the password will be revealed to you There are 3 different options for how quickly you wish to password to again be masked and they are O 2014 Click Studios SA Pty Ltd 62 Passwordstate Security Administrators Manual 23 4 e Set Time one set time period for all passwords regardless of their length and complexity e Password Complexity here you can specify 5 different time intervals each for the different Password Strength ratings e Password Length here you can specify up to three diffe
97. sswordstate Security Administrators Manual similar to Forms Based accounts E Note There are some limitations when you configure Passwordstate in this manner In particular user s won t be able to set their own Authentication options in the Preferences screen Security Administrators won t be able to configure any Authentication options for a User Account Policy and certain System Wide Authentication options will also be disabled User Account Actions Menu The following Actions menu items are available for a user s account e Toggle Status Enabled or Disabled this will either enable or disable the user s account preventing them from accessing the Passwordstate web site e Set Expiry Date it is possible to set a date in which the user s account can either by disabled or deleted from Passwordstate This is a useful feature if you know an employee is leaving the organization on a specific date e Reset any Accepted UAPs for User If needed it s possible to reset the accepted status of the User Acceptance Policy for a user The User Acceptance Policy can be configured on the screen System Settings gt User Acceptance Policy Tab e Report Historical Password Activity this reports shows all auditing data for the user s account as it relates to password records i e viewing passwords copying to the clipboard access permissions etc e Report Password List and Folder Permissions this report will show all the Password Lists and Fol
98. st register their accounts in the User Accounts screen There 4 different ways user accounts can be added to Passwordstate and they are e Adding them manually by clicking on the Add button O 2014 Click Studios SA Pty Ltd User Accounts 85 e Importing them from Active Directory by clicking on the Add from AD button e Importing them from a csv file by clicking on the Import button e Or when membership of an Active Directory Security Groups is synchronized please see the Security Groups screen for information on this method E Performance Tip If you have many Active Directory User Accounts added to Passwordstate the synchronization features on the Active Directory Options Tab on the System Settings page will perform significantly better if these user accounts belong to one or more Security Groups and these Security Groups have also been added to Passwordstate via the page Security Groups The reason for this performance improvement is because all the users can be enumerated with one call to Active Directory for the Security Group instead of making separate calls for every single account If you have many AD users added to Passwordstate i e 200 it is recommended you add one or more Security Groups even if you don t use them to apply permissions anywhere E Note When you first add a user s account to Passwordstate they will receive an email informing them they have access and what URL to access the site with assuming the
99. sword Changed Subject Passwordstate Password Access Changed home insert view review help M FontName B 7 U Avr Z Apply CSS Cl 1 Cle insert Variable EB Realfontsize abs x Or Paragraph St HA Paste Aa aA S Clipboard Font Paragraph Styles Editing Variables Hi ToFirstName Your permissions to the password Password in password list PasswordList has been changed to PermissionType by UserName Passwordstate Version Secure Password Management SiteURL lt HTML Q Preview Cancel Test Email Save If while editing the contents or formatting of an Email Template you decide you don t like the changes you ve made you can restore back to the original content as supplied by Click Studios by selecting Restore Default Template from the appropriate Actions drop down menu Actions Category a Access Request Toggle status Enabled or Dis bled Restore Default Template Access to Password Granted Testing and Troubleshooting Emails being Sent When editing a Password List template there is a button called Test Email This button will test sending the email template to your own email account This testing is different however to how emails are normally sent from Passwordstate normally records are added to the database and the Passwordstate Windows Service checks and send emails every minute This Test Email button sends directly from the
100. swords License Information VBRKHONSREK Administrationa Hel Email Notification Groups be o O im te RR ES m ED Password Generator Policies Password Lists Password List Templates Password Strength Policies Reporting Security Administrators Security Groups System Settings User Accounts User Account Policies 22 Security Groups Security Groups allows you to manage either local security groups created within Passwordstate or Active Directory security groups These groups can then be used for applying permissions to Password Lists or to give deny access to various features O 2014 Click Studios SA Pty Ltd as Passwordstate Security Administrators Manual On the Security Groups screen you have the following features available Add Local Security Group Allows you to add a local security group to Passwordstate which you can then assign one or more user accounts to the security group E Note Once you have added the local security group you can assign user account membership by selecting the Manage Members menu item from the appropriate Actions menu E Add New Local Security Group To add a new Local Security Group to Passwordstate please fill in the details below Note Once the Security Group is created you can then begin to assign members security group details Please specify a Name and Description for this Local Security Group Description Cancel Save amp Add Another Save
101. t Name and Description fields aren t populated when copying settings from another Password List or Template With these two options you can choose to copy them if needed Allow users to create password records when they only have Guest permissions to the Password List When a user is given access to individual passwords in a Password Lists as opposed to permissions being applied to the Password List itself the user is given Guest rights to the entire Password List This is so the Password List will show in the Navigation Tree on the left hand side of the main screen By selecting this option you will allow users who have Guest access to also create new passwords in the selected Password List Note If this option is enabled a user creates a new Password record they will be given Modify rights to the individual Password record they are creating O 2014 Click Studios SA Pty Ltd so Passwordstate Security Administrators Manual Allow users to copy move link passwords to Password Lists which they have View access to It s possible for your users to copy or move passwords around between different Password Lists they have access to By selecting this option you allows them to copy move link passwords into Password Lists they only have View Access to If deselected they will only be able to do so to Password Lists they have Modify or Admin access to When copying moving linking passwords between Password Lists allow users to view a
102. the normal Password List Templates screens which standard user accounts have access to For information on each of the settings which can be applied to a Template please refer to the Passwordstate User Manual for creating Password Lists Caution When editing a Template s settings when it is linked to other Password Lists if you change any of the Field Types for any Generic Fields these fields will have their data cleared blanked in the database when you click on the Save button This is because the different Generic Field Field Types need to have their data treated differently There are multiple warning messages within the Passwordstate as well for this so please be aware Password List Template Actions From the Actions drop down menu you have various features available e View Permissions applied to the Template this also allows you to add update delete permissions as required e You can Link Password Lists to the Template e You can delete the template E Note If you delete a Template which is linked to one or more Password Lists these Password Lists will bet set to use the Templates settings as there were prior to you deleting the Template You can then go ahead and modify the settings of the Password Lists as required 2014 Click Studios SA Pty Ltd 4 Passwordstate Security Administrators Manual ad Password List Templates Listed below are all the Password List Templates stored within Pas Actions Passw
103. ting Security Group halox Es Passwordstate Export All Password Security Group halox E Sec passwd customers view 3 Security Administrators amp SecurityGroup1 halox Es SecurityGroup2 halox lE Telco Team E Test Local Return to Security Groups Clone Permissions 2014 Click Studios SA Pty Ltd System Settings 53 23 System Settings System Settings are used to specify any number of system wide settings in Passwordstate which can affect the majority of users within the system Miscellaneous Tab Various settings which don t fall into any other of the Tab categories Password List Options Tab Settings which are specific to Password Lists Password Options Tab Settings which are specific to individual password records Email Alerts Options Tab Email Server settings and multiple options for various email notifications Proxy amp Syslog Servers Tab Specify proxy settings or syslog settings for Passwordstate to use Active Directory Options Tab Various settings for synchronizing Active Directory user accounts security groups and password synchronization with Active Directory Authentication Options Tab Various options and settings for authenticating to the Passwordstate web site Password Synchronization Specify settings and permissions for synchronizing passwords with Options Active Directory or Windows Servers Mobile Access Options Specify various system wide settings for the Mobile Access client User Acceptanc
104. tings to any number of user accounts or security group members 2 Active Directory Domains The Active Directory Domains screen is where you can specify which domain s user accounts and security groups can authenticate and interact with the Passwordstate website If you wish to use multiple domains with Passwordstate you must have trust relationships configured for the domains and cross domain name resolution DNS must be working correctly Once you have added the relevant domains you can them import User Accounts or Security Groups as appropriate E Note If you are unsure of what NetBIOS Name and LDAP Query String settings to specify please speak with your Active Directory Administrators for assistance 3 Auditing The Auditing screen allows you do report filter on all auditing data within Passwordstate Filtering can be done by 2014 Click Studios SA Pty Ltd 6 Passwordstate Security Administrators Manual Platform events generated through the web site the Mobile Client the API or functions the Passwordstate Windows Service provides Password List filter on events specific to a selected Password List Activity Type not all audit events relate to passwords i e there s audit events for sending emails failed authentication attempts etc To see a complete list of Activity Types ensure the Password List drop down list has All Password Lists selected e Beginning and end date by default date filtering is
105. to view and make permission changes as to who the policy is in effect for e Toggle Status either enable or disable the policy e Delete delete the policy D O ns Policy Name Google Authenticator Policy View Permissions Toggle Status Enabled or Disabled ite O Delete Add Check For Conflicts Grid Layout Actions Y 2014 Click Studios SA Pty Ltd
106. ts with a Template they select in their O 2014 Click Studios SA Pty Ltd System Settings 59 Preferences area In addition to setting a Template above as the default settings for newly created Shared Password Lists users can by default specify their own template to use in the Preferences area If you wish to enforce a single Template to be used by all users you can do so with this option When creating new or editing existing Shared Password Lists if the user copies settings from a Template then select the Link To Template option by default When you add a new Shared Password List or edit the settings for an existing one there is an option to copy settings from a selected Template and also link the Password List to the Template This option allows you to specify whether the check box for linking to the Template is checked or unchecked by default When users create a Password List and copy permissions from another Password List or Template also add permissions for the user creating the Password List When creating new Shared Password Lists if permissions are being copied from another Password List or Template this option allows you to also add permissions for the user who is creating the Password List so instead of just cloning permissions you can clone plus add the creator s account as well When copying settings from a Template to a Password List also copy the following field values By default the Password Lis
107. tus can be done either once a day or more frequently if required by choosing the appropriate option here E Performance Tip If you have many Active Directory User Accounts added to Passwordstate the synchronization of the features above will perform significantly better if these user accounts belong to one or more Security Groups and these Security Groups have also been added to Passwordstate via the page Security Groups The reason for this performance improvement is because all the users can be enumerated with one call to Active Directory for the Security Group instead of making separate calls for every single account If you have many AD users added to Passwordstate i e 200 it is recommended you add one or more Security Groups even if you don t use them to apply permissions anywhere Authentication Options Tab The Authentication Options Tab provides various settings for when your users first authenticate to the Passwordstate web site E Note 1 Options will be different on this screen depending on if you have installed the Active Directory integrated version of Passwordstate or the Forms Based Authentication version E Note 2 If in the event you lock yourself out of authenticating against the Passwordstate web site for any reason you can always use the Emergency Access account to authenticate Authentication Option There are multiple different authentication options available for when your users first access the Passwordstat
108. ut an active session after the following number of failed login attempts Asthe Mobile Access web site is generally externally accessible from your internal network this setting will mitigate against any brute force authentication attempts by locking out authentication attempts when this setting has been reached O System Settings To modify the system settings please make changes within the appropriate tabs below then click on the Save button miscellaneous password list options password options email alerts amp options proxy 8l syslog servers active directory options authentication options password synchronization options user acceptance policy check for updates branding high availability options allowed ip ranges api key Please specify appropriate settings for Mobile Access to Passwordstate Allow Mobile clients to access Passwordstate Permissions needs to be set at the Password List level if this option is enabled Y Yes O No When adding new permissions to Password Lists enabled Mobile Access by default Permissions can also be changed in bulk on the page Administration gt Password Lists Y Yes No Use the following authentication method for the Mobile Client Mobile Pin Number bd The Mobile Access Pin Number for user authentication must be a minimum length of 4 y The Inactivity Timeout for Mobile Access is mins 5 Protect against brute force dictionary authentication attempts by locking out an active
109. w will also be updated when a synchronization occurs 5 Note 2 If you don t plan on using Passwordstate to synchronize Passwords wi ctive E Note 2 If you don t pl ing P dstate t hronize P ds with Acti Directory or Windows Servers then the account you specify here only needs permissions to read from Active Directory 5 Note 3 You can also specify which users in Passwordstate are allowed to synchronize E Note 3 Y ify which in P dstat llowed t hroni passwords with Active Directory and Windows Servers via the Password Synchronization Options tab Passwordstate User Account and Security Group Membership Options The Passwordstate User Account and Security Group Membership Options settings allows you to specify various options for synchronizing User Account enabled disable status and security group memberships within Passwordstate If a User Account is found within a Security Group which hasn t already been added to Passwordstate would you like to automatically add the User Account When the Passwordstate Windows Service synchronizes the membership of any Security Groups you ve added on the Security Groups screen it s possible there will be user accounts in the Active Directory security group which have not yet been added to the User Accounts screen If this is the case you can use this option to automatically add the accounts to Passwordstate or simply ignore the account E Note If you reach the maximum number of Client Access L
110. web site and does not use the Passwordstate Windows Service 2014 Click Studios SA Pty Ltd 16 Passwordstate Security Administrators Manual 11 If emails are queuing up and not being sent as expected the following suggestions may help to troubleshoot why 1 Check you have correctly specified your email server s settings on the screen Administration gt System Settings gt Email Alerts amp Options Tab 2 Ensure the Passwordstate Windows Service is started 3 Check the event log on your web server to see if any errors are being reported as to why emails aren t being sent look for the Source of Passwordstate Service 4 Check there aren t any Email Templates disabled either on the screen Email Templates or Email Notification Groups or possibly the user has disabled an email notification in their Preferences area Emergency Access The Emergency Access screen allows you to specify a password for a separate Security Administrator role login which can be used in the event other accounts are locked out or inaccessible for any reason A couple of scenarios where this would be applicable is e You have issues with authenticating on your domain and can no longer authenticate to Passwordstate using your normal domain account e Someone has accidentally deleted or disabled all Security Administrator accounts and no one is able to administer all the settings for Passwordstate The Emergency Access URL is HTTPS lt
111. y Administrators Manual Password Lists Listed below are all the Password Lists wi Clicking on a Passwgg lkjst allows you to PasswordListiD Actions Perform Bulk Processing Administer Bulk Permissions Administer Bulk Permissions allows you to apply new permissions or remove permissions for a user account or security group to multiple Password Lists at once After you have searched for a user account or security group and then clicked on it the Available Password Lists listbox shows which Password Lists the user security group does not have access to and the View Modify Administrator Permissions listbox shows what Password Lists the user security group already has access to To apply new permissions or remove existing permissions simply move the Password Lists between the different listboxes using the various arrow buttons then click on the Save button Note You cannot manage permissions here for Password Lists which have mandatory options set for Time Based Access or Handshake approval O 2014 Click Studios SA Pty Ltd Password Lists 33 f Administer Bulk Permissions for Password Lists Administering Bulk Permissions is a three step process 1 Search for a User or Security Group 2 Apply new or modify existing permissions and 3 Save the changes Please Note You cannot administer bulk permissions for Passwords Lists which have mandatory options set for Time Based Access or Handshake Appr
112. your region compared to that of what Passwordstate is current set to use system wide 2014 Click Studios SA Pty Ltd 90 Passwordstate Security Administrators Manual amp Edit User Details To modify the user s details please make appropriate changes in each of the tabs below and click on the Save button Mark Sandford halox msand account details miscellaneous email notifications authentication options mobile access options Please select which of the following miscellaneous options within Passwordstate you would like to enable for the user Password Visibility on Add Edit Pages Ovisible Mask Auto Generate New Password When Adding a New Record Oves Ono Enable Search Criteria Stickiness Across Password Screens yes ONo Show the Actions toolbar on the Passwords pages at the O Bottom O Top O Bottom amp Top Expand bottom Navigation Menu items by O Hovering over it O clicking on it On all Password List screens sort the grid by the following column Title z On the Passwords Home and all Folder screens sort the Search Results and Favorite Passwords grids by the following column Title z When creating new Shared Password Lists base the settings on the following Template s settings Oracle DB Template hd When creating new Shared Password Lists base the permissions on the following Template s permissions Do not use template X Locale Date Format Use System Wide Locale Setting

Security Administrators Manual - Enterprise Password Management

Contents

Download Pdf Manuals

Related Search

Related Contents