Configure Password Safe for Integration with Remote Support

The integration requires minimal setup within Password Safe and is designed to work with your existing data as it stands. The following steps are required:

  • Configure the Secure Remote Access connection settings to use Password Safe as a credential source.
  • Add users to the auto-created Secure Remote Access Requesters group.
  • Enable managed accounts for API use.

Configure the Secure Remote Access Connection

  1. In the  BeyondInsight Console, navigate to Configuration > Secure Remote Access > Connect to Secure Remote Access.

Screenshot of the Connect To Secure Remote Access Configuration page in BeyondInsight.

  1. Provide the Host and Port information to connect to your Remote Support instance.
  2. Obtain the OAuth Client ID and OAuth Client Secret for the API account you created in Remote Support, and enter these into the Client ID and API Key fields.
  3. Set the number of minutes for the Release Duration.
  4. Click Update Settings.

 

Upon completion of this form, BeyondInsight does the following:

  • Creates an all-day auto-approve access policy called Secure Remote Access Approval Policy
  • Creates an API registration called Secure Remote Access Integration
  • Creates a group called Secure Remote Access Requesters that uses the Secure Remote Access Approval Policy and the Secure Remote Access Integration API registration
  • Configures the ECM application with the Secure Remote Access Integration API registration

Although BeyondInsight creates a default access policy, API registration, and group to use for Secure Remote Access integration to simplify your configuration steps, you may use groups, access policies, and API registrations that you manually create, or you may modify these auto-generated ones to suit your needs.

Add Users to the Secure Remote Access Requesters Group

  1. In the BeyondInsight Console, under Role Based Access, click User Management.
  2. Locate the Secure Remote Access Requesters group and click the vertical ellipsis button for the group.
  3. Select View Group Details.

Screenshot of adding a user to the Secure Remote Access Requesters group in BeyondInsight

  1. Under Group Details, select Users, and then assign users to the group.

 

Enable Managed Accounts for API Use

By default, managed accounts are not accessible via the API. The accounts need to be configured to allow access through the integration.

  1. In the BeyondInsight console, select Managed Accounts from the left navigation.

Screenshot of the Edit Account option for a Managed Account in BeyondInsight

  1. Click the vertical ellipsis button for the managed account, and then select Edit Account.

 

Screenshot of the API Enabled Account Setting for a Managed Account in Password Safe.

  1. Under Account Settings, toggle the slider to API Enabled (yes).
  2. Click Update Account.

Admins also have the option to automate this step by adding Manage Account Settings under Actions in the smart rule, and setting the API Enabled option to yes.

Once Secure Remote Access is successfully configured and your managed accounts are enabled for API use within Password Safe, you can then access systems within Remote Support using credentials stored in Password Safe.