Adding Resources Manually

Overview

In order to manage the passwords of your privileged accounts, you should add your end-points as resources in Password Manager Pro (PMP). The term "resource" denotes any server, application, network device or an appliance holding the user accounts and the passwords. There are three different ways of adding resources to PMP namely: manual addition of resources, importing resources from a file and discovering resources.

The following are the steps to add resources manually to PMP and to store files and other sensitive data:

  1. Adding a resource
  2. Adding an account to a resource
  3. Storing files and other sensitive data

1. Adding a Resource

Follow the below steps to add a resource manually in PMP:

  1. Navigate to Resources >> Add Resource >> Add Manually.

  1. In the Add Resource window that pops up, fill in the required details:
    1. Specify the Resource Name which uniquely identifies the resource in PMP.
    2. Enter the DNS Name or IP Address of the resource. It is mandatory to provide a valid DNS name or IP address to perform remote operations like remote password reset, account discovery and one-click login.
    3. Choose the Resource Type from the drop-down (the default value will be Windows). Based on the resource type, PMP uses unique procedures for password resets. For example, the password reset mechanism of Windows is not the same as that of Linux or Mac. This field also helps to organize your resources based on their type. To add a custom resource type, click the Add New option beside this field. Enter a custom resource type in the pop up window, such as an App or a printer, click Add and then choose the custom resource from the Resource Type drop-down.


    1. Choose the Group Name to add all the common servers, say Windows servers or Linux servers, to a single resource group. To add a new group, click Add New, enter a group name, click Add and choose the custom group from the Group Name drop-down. If a custom group is not created, Default Group will be chosen. Click here for more info on resource groups.
    2. When adding a domain controller with the resource type as WindowsDomain, enter the domain name as NETBIOS in the Domain Name field. This is required for the Windows Service Account Reset feature.
    3. The fields Description, Department and Location are not mandatory, but having these fields populated with the correct values will be helpful for searching and grouping the resources.
    4. When adding a web application or a website as a resource, provide the Resource URL and choose the resource type as Web Site Accounts. To access any web-based resource, specify the full URL in this field, for example, https://sso.godaddy.com. This value will be used for the auto-fill feature that works with the help of our browser extensions (Chrome, Firefox and IE).
    5. Choose the required Password Policy from the drop-down. When PMP randomly generates passwords for accounts, they will be in compliance with the policy chosen here.
    6. Click Save to add the resource. Click Save & Proceed to add an account.

Notes:

  • Except the Super Administrators (if configured in your PMP set up), no one, including the admin users, will be able to see the resources added by you. Click here to know more about resource sharing.
  • Click here to know more about importing resources from Files and KeePass.

2. Adding an Account to a Resource

Once resources are added to PMP, follow the below steps to add user account(s) and passwords for the new resource:

  1. Navigate to the Resources tab. Click Resource Actions >> Add Accounts beside the newly added resource.

OR

  1. Click the Resource Name of the newly added resource and click Add in the Account Details window that pops up.

 

  1. Enter the required details in the Add Accounts form as explained below:

  1. Enter the unique name for the account in the User Account field.
  2. In the Password field, either enter the password of the account manually if you know it, or generate a password using the Generate Password tool beside this field. If you are entering the password manually, it should be in compliance with the Password Policy you had set for the resource.

    Note: To enable password reset in remote systems, ensure that the passwords you enter in this step and the ones in the actual target systems are the same. PMP uses these credentials to log in to the target systems for resetting the password, and if the passwords are wrong, the password reset will not happen.

  3. Choose the required Password Policy for the account - Strong, Medium or Low. The password policy is maintained at resource level and account level, and the account level policy can override the value of resource level password policy. Click here to learn more about creating custom password policies apart from the default ones.
  4. To import an SSH key and associate it with this account, click Browse and add a .key file. Enter the Private Key Name and Passphrase in the next fields.
  5. It is recommended to provide any particular details of the account in the Notes field as this field will also be searched through when you search for a particular account using PMP's search tool.
  6. Select the checkbox Use private key to login to this account instead of password to authorize remote connections using SSH keys instead of account credentials. Click here to know more about remote connection using SSH keys.
  7. Select the checkbox Map private key locally, if remote key association fails to force map SSH keys to user accounts, even if the target systems are not reachable. 
  8. Click Add to list this account under user accounts column in the same page. You can add any number of accounts under a particular resource by following the above steps; all the accounts will be listed in the User Accounts table below.
  9. Click Save.

This will add the required user account(s) and password(s) to the resource. Users who are authorized to access the resource will be able to view the information.

3. Storing Files and Other Sensitive Data

PMP allows users to store other types of sensitive data such as:

  • Digital Certificates
  • Licence Keys
  • Files
  • Documents
  • Photo Copies

Different file types can be securely stored in the PMP repository along with their passwords. To store a license key, certificate, document, etc., follow the below steps:

  1. Navigate to the Resources >> Add Resource >> Add Manually.
  2. In the Add Resource window, fill in the details as required.

    1. Specify the Resource Name which uniquely identifies the resource in PMP.
    2. Enter the DNS Name or IP Address of the resource. It is mandatory to provide a valid DNS name or IP address to perform remote operations like remote password reset, account discovery and one-click login.
    3. Select the Resource Type as any one of the following: (By default, PMP supports the following file stores)
      • File Store: To store digital content (documents, pictures, executables etc).
      • Key Store: To store software keys.
      • License Store: To store software license keys.
    4. To add a custom resource type, click the Add New option beside this field. Enter a custom resource type in the pop up window, such as KeyStore, click Add and then choose the custom resource from the Resource Type drop-down.
    5. The fields Description, Department and Location are not mandatory, but having these fields populated with the correct values will be helpful for searching and grouping the resources.
    6. Click Save to save the resource and exit.
    7. Click Save & Proceed to import and save the required Key/File/License under the resource.
    8. In the Add Accounts window that opens up, the fields will be shown based on the Resource Name you chose (File Store, Key Store, or License Store). Fill them as required:

      • Specify the Key Name/File Name/License Name, to be stored under the resource.
      • Click Browse and choose the Key/File/License to be imported.
      • Enter a description in the Notes field.
      • Click Save.

      Now, the Key/File/License will be successfully saved under the resource.

Note: Resources of the above types are managed and shared in the same way as other resources. During retrieval, a link to the file is provided for it to be saved locally to the disc.

 

©2014, ZOHO Corp. All Rights Reserved.

Top