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Password Manager Pro (PMP) - Add a Resource and non-AD Accounts
This article shows the process for adding a new resource and then adding non-AD accounts to the resource in Password Manager Pro. A "resource" is any server, application, network device or an appliance that contains user accounts and passwords.
Contents
1. In the Password Manager Pro console, click Add Resource and select Add Manually:
2. Complete the information to be added for the resource, including:
- A descriptive Resource Name - This name uniquely identifies a resource in PMP and therefore, must be distinct, as no two resources can have the same name. This field is mandatory as its value is used by PMP to identify the resources while performing various operations including password management.
- DNS Name / IP Address - 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 account discovery and one-click login.
- Resource Type - Choose the type of your resource from the drop-down menu (the default value will be "Windows"). 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. You can enter a customized resource type in the next screen, such as an App or a printer (as mentioned earlier, anything that has a username and a password can be a resource!), and then click the Add button as shown below.
- Group Name - Choose the name of the group you want to add this resource into, from the drop-down menu. For example, you can add all the Windows servers or Linux servers to a single resource group. You can also add a new group here by clicking the Add New option, giving a group name and clicking Add, and then choosing the same from the drop-down. Otherwise, you can leave this field to the default value (Default Group).
- Domain Name - Use AD.UWM.EDU for Windows servers on the AD, otherwise this can be left blank.
- Description, Department and Location are not mandatory fields. These may or may not be filled based on your choice, but having these fields populated with the correct values will be helpful for searching and grouping the resources.
- Resource URL - Use this 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.
- Password Policy - When PMP randomly generates passwords for accounts, they will be in compliance to the policy you choose here.
Then, click Save in order to add the resource.
Add Accounts to the Resource
This process will show you how to add accounts to a resource in Password Manager Pro.
1. Select the resource to which you want to add an account. Then, click the Resource Actions drop-down and click Add accounts:
Alternatively, you can add an account to the resource by clicking the resource, then clicking Add:
2. Complete the information to be added for the account, including:
- User Account - enter the name of the account you want PMP to manage the password for. Each account name is unique under a single resource.
- Password - enter 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 selected for the resource.
- Confirm Password - confirm the password by re-entering the password.
- Password Policy - the password policy is maintained at resource 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. Password Manager Pro's password generator generates passwords based on this policy.
- Notes - enter any particular details of the account you are adding. This is useful as the notes will be searched through when you search for a particular account in PMP's search tool.
Then, click Add, which will list this account in the table below on the same page, under User accounts column:
3. Then, 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.
Share Individual Accounts
1. To share individual accounts in a resource, click the resource to open it then select the user account which you would like to share and click Share With Users or Share With User Groups:
2a. If you're sharing with a group find the group you want to share your resource with and click the Grant button:
2b. If you're sharing with a specific user, find the user you want to share your resource with and click the Grant button:
If the group or user you would like to share with is not listed, please contact IAM at iam-support@uwm.edu.
Share the Resource
In order for others to interact with a resource, you will need to share the resource with individual users or with a group.
1. To share a resource with users or user groups, select the resource then under Resource Actions for the resource, click Share With Users or Share With User Groups:
2a. If you're sharing with a group find the group you want to share your resource with and click the Grant button:
2b. If you're sharing with a specific user, find the user you want to share your resource with and click the Grant button:
If the group or user you would like to share with is not listed, please contact IAM at iam-support@uwm.edu.