Keycyte PAM 3.2 · Administrator Guide

Managing Servers

The Servers page lists the servers that you can manage. A MASTER sees all servers; an ADMIN sees only the servers that the ADMIN owns.

Server List

Editing a Server

To edit a server:

1. In the server list, click Edit (pencil icon) in the row of the server.
2. Change the fields in the Server Details panel. For the fields, see Adding Servers and Connection Settings.
3. Click Save.

You need the Edit permission for Servers.

Cloning a Server

Cloning creates a new server with the same settings, roles and connection options as an existing one. Use it to add many similar servers.

To clone a server:

1. Click Clone in the row of the server. The Server Details panel opens with a copy of the settings. The name gets the suffix (Copy).
2. Change at least Name and Address.
3. Click Save.

You need the Add permission for Servers. Tags are not copied.

Viewing Server Details

For RDP and APP servers, Details (monitor icon) opens a page that lists the Local Users and Service Accounts (Windows services) of the host. For a service you can see its logon account and start or stop it; starting and stopping needs the Edit permission for Servers.

Keycyte PAM reads this information through its password manager service with the server’s Manager User. If the service cannot be reached, the page shows Password manager service not running. For other protocols, Details shows Detail view is not supported for this protocol.

Changing Server Owners

Owners are the ADMIN and MASTER accounts that manage a server. An ADMIN sees and manages only the servers that the ADMIN owns. Owners of a server also receive its access requests and connection notifications.

To change the owners of one server:

1. Click Server Owners (users icon) in the row of the server. The Change Owners dialog lists the administrator accounts.
2. Select the check boxes of the accounts that should own the server and clear the others.
3. Click Save.

To set the same owners on several servers, select the servers in the list, click Server Owners in the toolbar, select the owners and click Save.

An ADMIN sees only the administrator accounts that the ADMIN manages in this dialog.

Changing the Port of Several Servers

To set the same port on several servers:

1. Select the servers in the list.
2. Click Change port for selected (pencil icon) in the toolbar.
3. Enter the new Port, a number from 1 to 65535.
4. Click Apply.

A message shows how many servers were updated. Servers that you are not allowed to change are counted as forbidden and are not changed.

Tagging Servers

Tags are descriptive labels that help you group and filter servers. They do not grant access to anything; access is governed by roles.

To tag a server, open it with Edit, select one or more tags in Tags and click Save. Tags are created and merged by a MASTER in Settings > Tags.

Deleting Servers

To delete a server, click Delete (trash icon) in its row and confirm. To delete several servers, select them and click Delete Selected in the toolbar.

You need the Delete permission for Servers.

Searching and Filtering Servers

Search Keyword in the toolbar filters the list by name, address, protocol and description as you type.

To filter by more fields:

1. Click Advanced Filter (filter icon) in the toolbar.

2. Fill in one or more fields:

   Field	Description
   Protocol	One or more protocols.
   Alias	Part of the server name.
   Address	Part of the address.
   Port	Port number.
   Description	Part of the description.
   Manager User	Servers that use one of the selected manager users.
   Roles	Servers that belong to one of the selected server roles.
   Tags	Servers that have the selected tags. Select Match all selected tags to require every selected tag instead of any of them.
   Not Assigned to Any Role	Servers that are in no server role.
   No Password Vault	Servers that no password vault account is linked to.

3. Click Filter.

To remove the filter, click Clear Filters.

Exporting the Server List

Click Export to Excel (Excel icon) in the toolbar. The file contains the ID, Alias, Address, Port, Protocol and Description of every server that matches the current search and filter.