Best Practices: Onboarding a new customer to your Password Server

Here is our recommended best practice for adding your new customers to your Password Server.

We will want to create a specific Scope for each client, once we have a Scope we can add it the users Roles as needed. With the Scopes and Roles setup we can then deploy a Sync Agent to allow tasks to be completed. This will then allow the individual Vaults to be created and allow the Passwords to be entered.


Scope

Create a new Scope for the customer. Open the Password Server > Admin > General Settings.> Scopes. Select Add a Scope
1.PNGOnce you are happy with the Scope Name and Description Save the changes. 

 

Roles

Now that we have a Scope for this customer we need to make it visible to your users. This will be done by adding the Scope to a Role.

Open the Password Server > Roles. Select the appropriate Role. Select Scopes and enable the new Scope you created by selecting it.

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Note: for more information about the use of Roles please see this article.


Sync Agents

Now that you have users in a Role that has visibility to the Vault we will want to Deploy a Sync agent to the customers domain.

You can download the Sync Agent Setup package from the Password Server > Sync Agents > Agents > Actions - Download Agent Installer.

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You can also gather the package on the AuthAnvil Server in

"C:\Program Files\Scorpion Software\AuthAnvil Password Server\AAPS\SyncAgent Setup\SyncAgent Setup Package.zip".

Note: The agent must be installed on the local machine it will not install correct when using a Network shared Drive.

For more information about Sync Agents please see this article.

 

Vaults

Now we have the customer setup with a Scope, access via a Role and enabled with a Sync Agent. We can complete the process by creating a Vault and adding the passwords.

You can create a new Shared Vault by accessing the Password Server > Vaults > Shared Vaults > Add Vault.

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There you have it at this point you will only need to begin adding Password's to the newly created Vault. 

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