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Getting Started

Activating the EPM Component
How to access EPM console
EPM Common Uses and Steps

Installation & Setup Guide

Planning Deployment

EPM Service Architecture Overview
System Requirements
Deployment Scenarios
Setting up test environment
Standard Port Requirement for Installation

Installing the Components

Installing Vault Component
Installing Sectona Web Access
Installing Sectona Client App
Installing Sectona Windows Monitoring Component
Installing Sectona Launcher
Installing Sectona Remote Session Host

Building a High Availability Setup

Key Concepts and Components of a High-Availability System
Choosing an Architecture for HA & DR Requirements
Configuring Sectona Web Access for High Availability
Configuring Vault for High Availability

Configuring Disaster Recovery Setup
Upgrading the System

Managing system services

Manage Endpoints

Adding an asset manually
Adding endpoints using active directory scan
Adding endpoints using network scan
Manually adding discovered asset from discovery jobs
Updating endpoint information
Accessing additional endpoint information
Adding accounts on endpoints using discovery

Manage Groups

Creating asset groups
Adding assets to asset groups
View asset group members
Creating user groups
Adding user to user groups
Remove users from user groups
View user group members
Managing access to assets & passwords via Active Mapping

Managing Account Operations

General Configuration for EPM

Customize web application appearance and site settings
Add new LDAP/LDAPs directory
Configure location tagging
Define network zones
Managing Settings for video
Set criticality level tags
Configuring Email as External Service
Setting up a Network Proxy
Conditional Tagging
Configure HTTPs certificate
Update default system settings

Configure Multi-factor authentication

Sectona MFA
DUO MFA
Okta MFA
OneLogin MFA
Google Authenticator
RSA SecureID
Vasco
Generic RADIUS
Microsoft Authenticator
FIDO2
Biometric

Configure User Authentication

LDAP/LDAPs supported directories
Radius authentication
Sectona authentication

SAML authentication

OneLogin SAML
Okta SAML
Duo SAML

Managing Accounts & Keys

Onboard accounts in vault

Managing User & Authentication

Adding Users in the system
Managing User Roles
Logon Policy Configuration
User authentication settings

Managing the System

Auditing System Changes
Using Troubleshooting Utilities
Monitoring System Health & Service Status
Managing Licenses

Workflow Administration

Configuring Workflow rule
Overriding workflow-based access
Auditing logs
Managing approvals

Workflow-based access

Enabling Maker Checker

Password Management

Setting up password management
On-demand password change
Configuring password formation rules
Defining automatic password rotation
Defining password checkout rules
Configuring reconciliation policy

Access Endpoints
Password Checkout

Windows Privilege Management

Installing EPM Agent
Distributing Agents via Group Policy
Privilege Management
Audit activites
Adding Local Admin Membership

Reporting

Designing a report
Editing a custom report
Deleting a custom report
Exporting a report
Scheduling a report
Navigating dashboard
Creating the Dashboard

End User Access
Launching EPM

Breadcrumbs

Endpoint Privilege Management

On this Page

Managing Accounts & Keys

This section highlights how you can onboard accounts, manage ongoing operations and account groups.

Onboard accounts in vault

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