Adding Resources Manually

In order to manage the passwords of your privileged accounts, you should add your end points as resources in Password Manager Pro. We use the term "resource" to denote any server, application, network device or an appliance holding the user accounts and the passwords. There are different ways of adding resources to Password Manager Pro; adding manually, importing resources from file and discovering resources.

This document walks you through the process of adding the resources manually. This involves two processes:

Apart from this, you will also learn:

How to store files and other sensitive data

Step 1: Adding Resource Details

This step involves adding a resource in Password Manager Pro by manually specifying the details of the resource.

  1. Click the Resources tab from the left pane. Navigate to Resources >> Add Resource >> Add Manually.
  1. In the window that pops up, fill in the details as required.
    1. [Mandatory] Specify the Resource Name, which uniquely identifies the resource in Password Manager Pro.
    2. Enter the DNS Name or IP Address of the resource. Although this field is not a requisite for adding a resource, it is mandatory to have a valid DNS name or IP address to perform remote operations like remote password reset, account discovery and one-click login.
    3. Choose the type of your resource from the Resource Type drop-down (the default value will be "Windows"). Based on the resource type, Password Manager Pro 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. You can also add a custom resource type by clicking the Add New option beside this field. Enter a customized resource type in the pop up window, such as an App or a printer (as mentioned earlier, anything that has a username and a password can be a resource). Click Add and choose the same 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. You can also add a new group here by clicking the Add New option. Enter a group name, click Add and choose the same from the Group Name drop-down. You can also leave this field to the default value (Default Group). For more info on resource groups and how to create one, click here.
  2. 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.
  3. If you are adding a domain controller with the resource type as WindowsDomain, please provide the domain name as "NETBIOS" in the Domain Name field. This is required for Windows Service Account Reset feature.
  4. Fill the Resource URL field if you are adding a web application or a website as a resource. In this case, the resource type would be Web Site Accounts. If you want to access any web-based resource, you can simply specify the full URL for the same 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 menu. When Password Manager Pro randomly generates passwords for accounts, they will be in compliance to the policy you choose here.
  6. Click Save to add the resource. Click Save and Proceed to add account.

Can others see the resources added by me?
Except the Super Administrators (only if configured in your Password Manager Pro set up), no one, including the admin users, will be able to see the resources added by you. Anyway, if you share your resources with other administrators, they will be able to see them.


Please refer to Importing Resources to know more about importing resources from Files and KeePass.

Step 2: Adding Account Details 

This step involves adding user account(s) and their passwords under the resource added in step 1.

  1. Click the Resources tab from the left pane.
  2. Click "Resource Actions >> Add Accounts" beside the resource in the table whose accounts you wish to add.
    [OR]

Click the Resource Name link and in the window that pops up click Add.

  1. The Add Accounts form will be shown as below. Enter the details as required.
  1. [Mandatory] Enter the name of the account to be managed by Password Manager Pro in the User Account field. Each account is unique under a single resource, i.e., no two accounts can have the same name under a particular resource.
  2. [Mandatory] 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. 
    Important Note: If you want to enable password reset in remote systems, make sure that the passwords you enter in this step and the ones in the actual target systems are the same. Password Manager Pro 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. Confirm the password.
  4. Select the required Password Policy for the account - Strong, Medium or Low. The password policy is maintained at device level(while adding the resource) and account level(at this step), and the value of this field in account level can override the value of password policy set for the resource at the device level. Password Manager Pro's password generator generates passwords based on this policy. Apart from the default password policies, you can also create custom policies based on your needs.You can learn more about creating custom password policies here.
  5. In the "Notes" field, enter any particular details of the account you are adding. This field is useful (though not mandatory) as it will also be searched through when you search for a particular account in Password Manager Pro's search tool.
  6. Click Add, which will list this account in the table below on the same page, under User accounts column.
  7. You can add any number of accounts under a particular resource by following the above steps. All these accounts will then be listed in the table below under "User Accounts" column.
  8. 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.

Storing Files and other Sensitive Data

Password Manager Pro also allows its users to store other types of sensitive data such as:

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

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

  1. Click the Resources tab from the left pane. Navigate to Resources >> Add Resource >> Add Manually.
  2. In the window that pops up, fill in the details as required.

    1. [Mandatory] Specify the Resource Name, which uniquely identifies the resource in Password Manager Pro.
    2. Enter the DNS Name or IP Address of the resource. Although this field is not a requisite for adding a resource, it is mandatory to have 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, Password Manager Pro 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. Add a custom resource type by clicking the Add New option beside the Resource Type field. Enter a customized resource type in the pop up window, such as KeyStore. Click Add and choose the same from the Resource Type drop-down.
    5. You can choose to either fill the fields Description, Department and Location, or leave them free. The use of filling out these fields with the correct values will be helpful while searching and grouping the resources.
    6. Click Save to save the resource and exit.
    7. Click Save and Proceed to import and save the required Key/File/License under the resource.
    8. You will see the Add Accounts window. The fields will be shown based on the Resource Name you chose (File Store, Key Store, or License Store). Fill them as required:

      • [Mandatory] Specify the Key Name/File Name/License Name, to be stored under the resource.
      • [Mandatory] Click Browse and choose the Key/File/License to be imported.
      • Describe about the Key/File/License using a few words in the Notes field.
      • Click Save.

      Now, you have successfully saved your Key/File/License under the resource.

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.

 

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