Mobile Device Access Simple Application Guide

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1 Mobile Device Access Simple Application Guide Users can add/manage requests, retrieve passwords, and review password releases/sessions via their mobile device. This manual should be used to help you navigate through the process of completing these transactions on your mobile device and is not meant to provide an in depth explanation of each process. For more details please refer to the User Manuals that can be downloaded through the desktop interface of the application. In order to access TPAM from your mobile device your Administrator or UserAdmin will need to set your UserID up for this access on the UserID Details tab within TPAM. System Requirements To access TPAM via your Blackberry there is a minimum system software version of 4.2 required, we also support iphone, Nokia, and Windows Mobile devices. Login From your mobile device go to Enter your UserID and password as prompted. You will be presented with your Home page. Home Page Your home page is based on the permissions assigned to your user id in the TPAM application. Based on the permissions assigned to your account you may not see all the links that are visible in the screenshots of this manual. You can return to the home page from anywhere in the application by clicking the Home link located on the top upper left hand side of the screen. 1

2 Adding a Password/Session/File Request To add a new password/session/file request click on the appropriate link from the Home page. In this example we will be requesting a password. Enter your filter criteria and click the button. Click the Quick Request link for the account you want to request. 2

3 You will be taken to the Password Release Request page. If you want an immediate request enter the Ticket System and Ticket Number if required and click the button. Your password request will be submitted and if your System Administrator configured a standard Quick Submit text in paradmin interface, this text will be submitted as your request reason. In v2.4 we added Reason Codes to requests. Please see your TPAM Requestor Manual for more details on Reason Codes. If you want to schedule a Password Release for the future click the button. Uncheck the Request Immediate checkbox. Enter the Date/Time for your request, Requested Duration, Request Reason and Ticket System/Number if required. Click the button. After you have saved your request you will see the following page: To look at your request after you have submitted it click on My Requests or My Current Requests from the Home page. Once your request has been approved or denied you will receive an , notifying you the status of your request. Clicking on this link will take you to the Details page of your request. 3

4 Canceling/Expiring a Request To cancel/expire a request enter a Cancel/Expire Reason and click the button. Retrieving a Password Here you will see the status of your request. If the request has been approved, you are within the date/time window, and your System Administrator has given mobile users the ability to retrieve passwords you can click on the Retrieve Password link. 4

5 The password will be displayed for 30 seconds. Expiring a Request To expire a request click on the Quick Expire link from the My Current Requests page. Click the button. Session Requests (For Privileged Session Management users only) Requesting, canceling and expiring a session is just like requesting a password with the exception that once a session request is approved you will not be able to run the session from your mobile device. You must logon through a desktop browser to conduct your session. Files Requests Requesting, canceling and expiring a file request is just like requesting a password with the exception that once your request is approved you cannot retrieve the file using your mobile device. You must logon to a desktop browser to retrieve the file. 5

6 Approving Requests When a request has been submitted that required your approval you will be notified via of the pending request. You can click on My Current Approvals, which will list any requests that you are awaiting your approval, and active requests that have already been approved. To see all the request details click on the Details link. 6

7 Enter your Request Response and click the or button. Quick Deny or Approval On the mobile device we have given you the option for a Quick Approval or a Quick Deny that does not require the user to enter any comments for clicking the buttons. Your System Administrator has the option to configure text that will be submitted every time you use the Quick Deny or Quick Approval buttons. From the Home page click on My Current Approvals and click the Quick Deny or Quick Approve link. Click the button to complete your action. Reviewing Password Releases (Advanced Version of the Mobile App Only) If there is a password release that you are eligible to review you will receive an e- mail notification. Click on the link provided in this , and you will be directed to the Details tab for this specific review. To see all requests that are pending review click on My Current Reviews on the Home page. 7

8 Enter your filter criteria and click the button. Click on the ID link of the request you want to review. 8

9 Enter your comments in the Review Comment text box. You have the option to enter comments and save them before officially marking the release as Reviewed. To do this click the button. This will place your comment in the list above the text box, but the release will not be flagged as reviewed. Once you are done entering comments and ready to mark the release as reviewed click the button. The release will not be flagged as reviewed until this button has been clicked. Reviewers Tab To see a list of other eligible reviewers for this release click on the Reviewers tab. 9

10 Reviews Tab To see your own review comments and other user s review comments click on the Reviews tab. Reviewing Sessions (Advanced Version of the Mobile App Only) Reviewing sessions on the mobile device works just like reviewing password releases on the mobile device with one exception. You will not be able to replay the session from the mobile device so you can only Complete the review of the session if you have already replayed the session through a desktop browser. If you have not replayed the session yet, you will still be able to save review comments via the mobile device. My Info You can use the My Info menu option on the mobile application to modify your user time zone setting if you are on a different time zone from the server. You can also 10

11 update your phone number, pager and address associated with your user id through the My Info page. You will also notice on the bottom of the page next to your userid name, if you are in a different time zone than the server, your time zone in reference to GMT will be listed. For further details on User Time Zone settings please see your online Approver/Requestor manual that is available through the GUI. Contacting Customer Support Quest Software's world-class support team is dedicated to ensuring successful product installation and use for all Quest Software solutions. SupportLink at You can use SupportLink to create, update, or view support requests 11

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