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Add Activity

Follow the steps to add activities to the console.

Step 1 – Navigate to the Activities page.

Step 2 – In the Activities list, click the Add Activity icon.

Add an Activity

Step 3 – Enter the information for the desired activity. The configuration options will vary depending on each selection.

The pane on the left side of the page displays a list of the configured activities. This pane has the following features:

  • Search — Searches the table or list for matches to the search string. When matches are found, the table or list is filtered to the matching results.
    • button - Add an activity to the list.
  • Copy icon — Clones the activity and adds a new entry to the Activities list. Icon appears when activity is hovered over.
  • Trashcan icon — Deletes the activity. Icon appears when activity is hovered over. A confirmation window will display.

Step 4 – Enter the configuration information on the right side of the page. Configuration options include:

  • Name — Displays the name of the activity.
  • Description — Description of the policy.
  • Platform — Displays the type of platform, which defines the resource.
  • Login Account — Displays the account used to log onto the resource.
  • Activity Type — Controls the type of actions for the activity.
  • Requester Login Format — Indicates the format that will be used to prefill the Username field for logging into the resource. It must exactly match the username defined on the resource.
  • Application to Launch — Indicates the application that will be launched on the RDS server that the user is connected to by Privilege Secure
  • Logon URL — Displays the primary logon page

Step 5 – Click Save to create the new activity.

Step 6 – With the new activity selected, configure the following settings. See the Add Action Window topic for additional information:

  • Pre-Session (Grant) — List of actions that will run before the session begins. These actions may be paired with a corresponding Post-Session action.
  • Session (Connect) — List of actions that will run during the session
  • Post-Session (Remove) — List of actions that will run after the session completes. These actions may be paired with a corresponding Pre-Session action.

The new activity is added to the console and is shown in the Activities list.

Add Activities Window

The Add Activities window provides a list of Activities that have been created. Activities are created in the Activities Page.

Add activities and activity groups window

The window has the following features:

  • Search — Searches the table or list for matches to the search string. When matches are found, the table or list is filtered to the matching results.
  • Available Activities — Shows all available activities
  • Activities to Add — Shows selected activities
  • Add button — Closes the window

Both tables have the following columns:

  • Checkbox — Check to select one or more items
  • Type — Classification of the activity
  • Name — Displays the name of the activity
  • Description — Description of the policy
  • Created — Date timestamp when the item was created

Add Activities

Follow the steps to add activities to an activity group.

Step 1 – Navigate to the Policy > Access Policies page.

Step 2 – In the Activity Groups list, select the name of the activity group.

Step 3 – Click Add to open the Add Activities window.

The Add Activities and Activity Groups window has the following features:

  • Search – Searches the Name and Operating System columns to match the search string. When matches are found, both tables are filtered to the matching results.

  • Available Credentials and Groups– Shows all Credentials and Groups that have been added to the console

  • Credentials and Groups to Add – Shows the Credentials and Groups to be added to the protection policy

  • Column headers can be sorted in ascending or descending order

    • Name – The name of the activity
    • Type – The type of activity, individual or group
    • Description – Additional details for the activity

Step 4 – To add an activity to the activity group, click a row in the Available Activities list and it is immediately moved to the Activities to Add list.

Step 5 – (Optional) Click a row in the Activities to Add list to move it back to the All Activities list.

Step 6 – Click Add to add the activities to the activity group.

The activities are added to the activity group.