Client Module
What are modules?
Netwrix Password Secure can be customized according to the needs of the users. This requirement can be applied by the user, and can also be applied by administrative users. This means that everyone gets only those functionalities that are necessary for his special work. The amount of features required by an administrator differs significantly from those of a normal user. The modular structure of Netwrix Password Secure supports this approach by showing only those specific areas that should actually be used by the respective user.
Visibility of modules
The modules are the gateway to various features of version 8. Similarly to the features, not all modules have to be made available to all user layers. The Visibility of modules can be defined individually within the user rights.
NOTE: The visibility of modules can always be adapted to the needs of individual user groups
Sorting modules
You can access the “Navigation options” via the three dots found at the bottom right end of the module displayed in the client. You can also find those modules displayed there that you have permissions to see in accordance with the visibility settings explained previously but which are hidden e.g. due to the scaling of the size of the client (Application and Password Reset in the example).
The navigation options enable you to define the maximum number of visible elements and also how they are sorted.
NOTE: The previously described visibility of the modules is a basic requirement for viewing and sorting them in the navigation options
Main menu
What is the Main menu/Backstage?
All settings that are not linked to a particular module are defined in the Backstage (main menu). This makes it easy to access the settings at any time and in any module.
List view
What is the list view?
The list view is located centrally in the Netwrix Password Secure client, and is a key element of daily work. There are also list views in Windows operating systems. If you click on a folder in Windows Explorer, the contents of the folder are displayed in a list view. The same is true in Netwrix Password Secure version 8.
However, instead of folders, the content of the list view is defined by the currently applied filter. * This always means that the list view is the result of a filtered filter *. For the currently marked record in list view, all existing form fields are output to the reading pane. With the two tabs “All” and “Favourites, the filter results can be further restricted.
At the bottom of the list view, the number of loaded records and the time required for this are shown.
NOTE: For more than 100 list elements, only the first 100 records are displayed by default. This is to prevent excessive database queries where the results are unmanageable. In this case, it makes sense to further refine the filter criteria. By pressing the “All” button in the header of the list view, you can still manually switch to the complete list.
Searching in list view
Through the search field, the results found by the filter can be further refined as required. After you have entered the search term, the results are automatically limited to those records which correspond to the criteria (after about half a second). The search used for the search is highlighted in yellow.
Detailed list view
The default view displays only limited information about the records. However, the width of the list view is flexible and can be adjusted by mouse. At a certain point, the view automatically changes to the detailed list view, similar to the procedure in Microsoft Outlook. All form fields are displayed
Favourites
Regularly used records can be marked as favourites. This process is carried out directly in the Ribbon. A record marked as a favourite is indicated with a star in list view.
You can filter for favourites directly in the list view. For this purpose, simply switch to the “Favourites” tab
Othersymbols
Every record displayed in list view has multiple icons on the right. These give feedback in colour about both the password quality and the Tags used. Mouseover tooltips provide more precise details.
NOTE: The information visible underneath the password name is taken from the info field for the associated form and will be explained separately
Workingwith records
All records that correspond to the filter criteria are now displayed in list view. These can now be opened, edited, or deleted via the ribbon. Many functions are also available directly from the context menu. You can do this by right-clicking the record. Multiple selection is also possible. To do this, simply highlight the desired objects by holding down the Ctrl key.
Opening and editing data sets
By double-clicking, as with the context menu (right mouse button), all records can be opened from the list view in a separate tab. Only in this view can you make changes. This detail view opens in a separate tab, the list view is completely hidden
NOTE: Working with data records depends of course on the type of the data record. Whether passwords, documents or organisational structures: The handling is partly very different. For more information, please refer to the respective sections on the individual Client Module
Operation and Setup
Client structure
The modular structure of the client ensure that the required functionalities are always in the same place. Although the module selection gives access to the various areas of Netwrix Password Secure, the control elements always remain at the positions specified for this purpose. This intuitive operating concept ensures efficient work and a minimum of training time.
TABs
Tabs offer yet another option within the to present related information in a separate area. This tab navigation enables you to display, quickly access and switch between relevant information. The results for a filter with specific criteria can thus be retained without the original result being overwritten
when a new filter is applied. In parallel, detailed information about records can also be found in their own tabs. It is of course possible to adjust the order of the tabs via drag & drop according to your individual requirements.
Standard tab
Depending on the active module, the All passwords tab will be renamed to the corresponding module by default. (All documents, all forms, etc.)
Although the name suggests that all records in the database are displayed, the records displayed in list view correspond to the criteria that have been defined in the filter. The tab closes and can be restored by reusing the filter.
Client footer information
Independently of the module chosen, various information is displayed in the footer area of the client. The icons are also provided with a meaningful mouse-over text, which provides additional information.
- Connection to database
- Feedback in case connection is insecure
- Last name, first name (user name) of the logged-in user
Orientation
It is possible to change the alignment of the following objects:
- Active Directory link
- Applications
- Notifications
- Reports
- Documents
- Forms
- Logbook
- Organisational structure
- Password Reset
- Password rules
- Roles
- Seal templates
- System tasks
- Forwarding Rules
- Profil picture in the reading pane
Reading pane
What is the reading pane?
The reading pane on the right side of the client always corresponds to the detailed view of the selected record in the list view and can be completely deactivated via the ribbon. In addition, you can configure here the arrangement of the reading pane – either on the right, or underneath the List view.
Structure of the reading pane
The reading pane is divided into two areas:
- Details area
- Footer area
- Details area
Depending on which record you have selected in List view, the corresponding fields are displayed here. In the header, the assigned Tags, as well as the Organisational structure are displayed.
CAUTION: It should be noted that the details area cannot be used for editing records! Although it displays all of the data, editing is only possible if the record has been opened.
- Footer area
In the footer area of the reading pane, it is possible to display various information for the currently selected record. The button can be activated via the button provided. It is hidden by default.
The logbook, linked documents, history, notifications and password resets can be accessed separately here via the tabs. The individual elements can be viewed with a double-click, as well as by using the quick view (space bar). Double clicking always opens a separate tab, the quick view merely opens a modal window
Visibility of the individual tabs within the footer section is secured via separate User rights:
The same options can also be found in the settings. A tab is only displayed if it has been activated both in the rights and also in the settings. This makes it possible to specify (for example via the administrator) whether a user is permitted to view the tab or not. The user can then define themselves which tabs they want to be displayed.
Ribbon
What is the ribbon?
The ribbon is the central control element of Netwrix Password Secure Version 8. It is available in all modules. Netwrix Password Secure is almost always operated via the ribbon in the header area of the PSR client.
The features available within the ribbon are dynamic, and are based on the currently available actions. Various actions can be performed, depending on which object is selected. The module selected also affects the features that are available in the ribbon. Of course, the most important actions can also be controlled via the context menu (right mouse button).
This mainly affects the very often used features such as opening, deleting or assigning tags. However, a complete listing of the possible actions is always only possible directly in the ribbon. This ensures that the context menu can be kept lean.
Access to the client main menu (backstage)
The button at the top left of the ribbon provides access to the Main menu:
Ribbon tabs
There are tabs in the header area of the ribbon that summarize all available operations. By default, module-independent Start, View, and Filter is available. If the footer of the Reading pane is opened (1), further tabs will be visible in the ribbon (2). These contain, according to the selection made in the footer, other possible actions.
Content tabs
Double-clicking on an object in the List view opens a new tab with its detailed view. Depending on which form field you have selected, the corresponding content tab opens in the ribbon.
Depending on the selected form field, further actions are offered in the Content tab. In the Password field, this is, for example, calling the password generator or the screen keyboard, or the possibility to copy it to the clipboard.
Outlook: Advanced View
Curious about how you can manage your team in Netwrix Password Secure?
Learn more about how to …
- Share passwords masked / only for a limited time (i.e. with working students or interns)
- Separately authorize the disclosure of passwords
- View the password quality and monitor all actions in your team
- View the reasons given by your team members for revealing passwords in plain text
- And much more!
Simply contact your IT department for further information on the advanced view of Netwrix Password Secure.