Rapid Recovery 6.10 - User Guide

You can add accounts to the Credentials Vault from the Credentials Vault page, or from practically any Rapid Recovery Core Console window or wizard in which account credentials are requested.

Follow this procedure to add accounts to the Credentials Vault.

Do one of the following:
1. If you are on the Credentials Vault page of the Core Console, click + Add New Account.
2. If you are viewing a Credentials Vault-enabled wizard page, window, or dialog box in the Rapid Recovery Core Console, next to the User name field, click +.
The Add New Account dialog box opens.

If you already entered your account user name and password, those fields are populated. By default, the Description field populates with the current system date and time.
In the User name field, if required, enter the user name for this account.
In the Password field, i required, enter the password for this account.
In the Description field, enter a meaningful text description of this account. Do not skip this step.

Caution: Replace the default text with a unique text string that clearly describes the account it represents.

Quest strongly recommends adding well-planned descriptions for accounts held in the vault. Consider the following points:
- Some users will have two or more accounts saved to the Credentials Vault with the same user name. Particularly in these cases, it is the description field that lets you identify the correct account in the vault.
- For security purposes, passwords saved to the vault are never displayed.
- Since passwords are not displayed, you cannot rely on the combination of user name and password to later identify the purpose of the account.
- If you add the same credential to the vault, you can later merge them.
When satisfied with your selections, click OK.
The Add New Account dialog box closes, and your account credentials information is saved securely to the vault.

Viewing or changing accounts saved in the vault

Follow this procedure to view accounts in the Credentials Vault, or to edit, merge, or remove accounts.

From the Rapid Recovery Core Console, click the (More) menu, and then select Credentials Vault.
The Credentials Vault page appears. For each account, the user name, description, and utilization appears.
In the User name field, if you want to see when the account information was last modified, click .
In the Description field, read the descriptive text to help identify which account this record represents.
In the Utilization field, see how many systems reference this account from the vault.
To edit any record, do the following:
1. From the row for the appropriate account, click (More) and then select Edit.
  The Edit Account dialog box appears.
2. If you want to change the user name associated with this account, in the User name field, update the information.
3. If you want to change the password currently saved for this account, in the Password field, enter the appropriate password.
  
  NOTE: Since passwords are not viewable, if you have any concerns about the password associated with this account, simply re-enter the appropriate password in the Password field.
4. If you want to update or change the description, enter the updated information in the Description field.
5. When satisfied, click OK.
To merge account records (for example, if you created more than one entry for the same account), do the following:
1. From the row for the appropriate account, select Merge to account.
  The Merge to Account dialog box appears.
2. From the Target account field, select the other account with which you want to merge this account record.
3. Click Merge.
  The Merge to Account dialog box closes, the screen refreshes, and the account records are merged.
To remove an account from the Credentials Vault, from the row for the appropriate account, click (More) and then select Remove.

Using credentials from the vault

Many actions in the Rapid Recovery Core Console require you to enter account credentials.

After accounts have been added to the Credentials Vault, when prompted to authenticate, you can view the list of accounts and select an account with one click, rather than manually entering your account user name and password.

Follow this procedure to use an account from the Credentials Vault.

From a location on the Rapid Recovery Core Console in which you are asked for credentials, click the downward-facing arrow in the User name field to expand the view.
The Credentials Vault drop-down grid appears. Each row shows the user name and description associated with an account held in the vault.
If necessary, scroll through the list to identify the account for which you want to enter credentials. Then click on the row for the appropriate account.
The grid closes, and the account information is passed to the window or dialog box. Since passwords are hidden, the password field is not shown.
Complete the function requiring credentials.