Work flow in PMP
If you are an Administrator ...
If you are an administrator engaged in the job of setting up PMP in
your environment and managing passwords, following is the ideal work flow:
Setup Mail Server
Add users who will use PMP
resources whose passwords you want to manage
- Prior to adding users, the important step to be done
is configuring your mail server. Users will be notified of their PMP access
details through email only, so ensure the mail server is setup properly.
Click the link "Mail Server Setting"
available in "Admin >> General"
section. Enter your mail server name, its port and authentication credentials,
the url that is to be displayed on the mail intimation to users to access
PMP (access url). While providing authentication details, you have the
option to specify the required username and password manually or you can
make use of an user account already stored in PMP. When you choose the
second option "Use an user account already stored in PMP", the
resources and the accounts that appear on your resources tab, will be
listed in the drop-down. You can choose the required details. After providing
the authentication details, click "Save"
the password of the default 'admin' user or delete the account
after adding another administrator user
- Add users either manually
or import user information from ActiveDirectory,
LDAP or CSV
- Specify appropriate access
roles and password policies for
the PMP users
- Group users together
for the convenience of performing operations in bulk
- Enable authentication to any one of AD, LDAP or Local
Resource Addition work flow
The first step to actual Password Management in PMP starts with adding
your "resource" to the PMP database. Here, resource denotes
the server/application/device whose user accounts and passwords are to
be managed by PMP.
- Add resources either manually
or import from a CSV file along
with their user account and password information
- Setup the password reset method to one of remote
or agent-based, if you need
- Group resources
together for the convenience of performing operations in bulk
- Create Nested
Resource Groups: Maintaining resource groups in hierarchical structure
(groups, sub-groups) for navigational convenience
- By default, the passwords added by you could be viewed
and edited only by you. If required, share
resource passwords with other PMP users or user groups
- Access and modify passwords that are owned by you
and that are shared to you
Access Control work flow
After adding the resources, administrators can put in place access control
work flow for extra level of security. After successful authentication
into Password Manager Pro, users get access to the passwords that are
owned by them or shared to them. In some cases, administrators wish to
give temporary access to passwords for certain users for a specified period
of time. In other instances, there would be requirements to give users
exclusive privilege to passwords. That means, only one user should be
allowed to use a particular password at any point of time. When more than
one user is required to work on the same resource, problems of coordination
arise. Access control on concurrent usage would help resolve such issues.
- Configure the database backup
schedule to backup the entire contents of the Password Manager Pro database
- Export resource
information in the format of your choice to have readable copies of resource
If you are a Password User ...
If you are a Password user engaged in the job of viewing the passwords
allotted to you, there is no need to carry out any configuration. You
may directly view the passwords of resources/accounts and edit passwords
if you have that permission.
© 2014, ZOHO Corp. All Rights Reserved.