View accounts in V10 Interface
The Accounts page displays your accounts in a set of views that you can display, sort, and access quickly and easily. These multiple views enable you to display accounts according to predefined criteria, based on account and operation status.
Overview
You can also define customized views according to your own requirements and save them, so that you can display search results in one quick step. You can perform a variety of management tasks in each list of accounts, depending on your own permissions for accessing these accounts.
These different views, available at your fingertips, and the ability to manipulate entire lists, combined with the multiple actions that you can initiate on the same page increase usability and streamline account management, making it intuitive and efficient.
Account views
The selected view determines the accounts that are displayed in the Accounts List. You can display the following types of views:
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Type of view |
Description |
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Lists accounts according to usage |
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Lists accounts according to management status. |
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Lists accounts according to operative status. |
You can show the credentials, copy them, and edit the account properties in any of the lists.
Views by account list
A list of all the accounts in the Vault that you are authorized to access, their properties and status.
A list of the accounts you recently used in the PVWA. The number of accounts can be customized according to your needs, depending on the number of recent accounts you need to access regularly. The first time you display the Recently view after upgrading the PVWA, the accounts you used in the previous version are added to the list of accounts used in the current version, giving you a complete list of recently used accounts.
Accounts lists in this view include the following activities:
| ■ | Newly added accounts |
| ■ | Manual password changes |
| ■ | Show/copy credentials |
| ■ | Connect to a remote machine using a regular connection |
| ■ | Connect to a remote machine through a PSM connection |
A list of the accounts you recently used in the PVWA. The number of accounts can be customized according to your needs, depending on the number of accounts you need to access regularly.
You can add accounts to the Favorites list so that you can view accounts that you use frequently at a single click. This list is personal to each user, and accounts are added and removed from it manually.
Views by status
A list of accounts that have been disabled automatically by the CPM, and are not currently managed automatically.
A list of accounts that are locked by your user and other users.
A list of accounts that could not be managed successfully by the CPM, resulting in an error.
A list of new accounts that were added to PAM - Self-Hosted.
A list of accounts that were deleted. Only authorized users can see this view and undelete accounts. This replaces the Archive link in previous versions.
A list of accounts that have been disabled manually by users, and are not currently managed automatically by the CPM.
Views by operational state
Users who are members of the PVWAMonitor group can display different operational views, which includes lists of accounts and service accounts at different stages of operations and with various statuses. In addition, you can initiate mass operations.
Lists of accounts that are scheduled for immediate change, verification, or reconciliation by the CPM. These lists also include accounts that were scheduled for an immediate task but are no longer managed by the CPM because the Safe where they are stored is no longer managed by the CPM.
A list of accounts that were successfully reconciled by the CPM.
A list of accounts that were accessed by users during the previous seven days.
A list of accounts that were modified manually by users during the previous seven days.
A list of accounts that were modified automatically by the CPM during the previous seven days.
View account status
A variety of drop-down lists and buttons enable you to perform multiple actions on the displayed accounts, according to your permissions in the Vault.
The accounts list toolbar displays the actions that can be performed on the accounts displayed in each list. The drop-down lists and buttons differ according to the list that is displayed as well as according to your permissions in the Vault, so you can only view the actions that you are authorized to perform on the displayed accounts.
The account status enables you to see the status of each account at a glance. The account lists display the following account statuses:
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Status |
Description |
|---|---|
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Disabled |
Automatic management for this account has been disabled by either the user or the CPM. |
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Error |
The CPM failed to perform an automatic management task. |
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Locked |
The account is locked. Move your mouse pointer over this icon to display the name of the user locking the account. |
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Dual control |
Users must request permission to access this account. Only when confirmation of the request is received can the user access the account. |
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Pending request |
Your request for authorization to retrieve this account has not yet been confirmed. |
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Confirmed request |
Your request for authorization to retrieve this account has been confirmed. |
Quick actions enable you to perform actions on accounts in one simple click. The Account Lists display only the icons that initiate activities that you are authorized to perform. The accounts lists display the following action items:
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Title |
Description |
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Show password |
Displays the password for a predefined number of seconds in a pop-up window. You can copy the displayed password directly from this window. |
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Copy password |
Copies the password for use without displaying it. |
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Connect to |
Enables you to activate a connection to a remote machine. If the account can connect to remote machines using more than one connection type, a list of the configured connections is displayed. Alternatively, click the ‘Connect to’ icon to use the default connection. |
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Action menu |
Displays a list of additional actions that you can perform from the accounts list.
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Accounts and Service Accounts grid
The accounts lists are displayed in a grid that you can organize according to your requirements and personal preferences.
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View |
Description |
|---|---|
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Multiple Paging |
After a search, all the accounts that meet the specified criteria are displayed in multiple pages. The Accounts List facilitates full sorting, meaning that when you sort the displayed accounts according to column, all the accounts are organized in the new order across all the pages in the list. |
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Column displays |
You can reorganize and resize the columns in your accounts list, as well as sort the accounts according to some of the displayed columns. |
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Displaying search results |
Each time you perform a search, the results are displayed in a list with all the account properties. |
