Password Reset Server Installation Guide Windows 8 / 8.1 Windows Server 2012 / R2
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1 Password Reset Server Installation Guide Windows 8 / 8.1 Windows Server 2012 / R2 Last revised: November 12, 2014
2 Table of Contents Table of Contents... 2 I. Introduction... 4 A. ASP.NET Website... 4 B. SQL Server Database... 4 C. Administrative Access... 4 II. Prerequisites... 4 A. System Requirements... 4 B. Domain Account Requirements... 5 C. Additional Recommendations... 5 D. Beginning the Installation Process... 5 E. Installing IIS Windows 8 / Windows Server 2012 / Windows Server 2012 R F. Installing ASP.NET 4.5 and the.net Framework / G. Installing and Configuring Microsoft SQL Server Installing Microsoft SQL Sever Creating the Database Adding a SQL Server User III. Password Reset Server MSI A. Download the latest version of Password Reset Server B. Running the MSI Standard Option Advanced Option File Destination Application Name Completing Installation from Password Reset Server IV. Completing Password Reset Server installation from the website V. Manual Installation (No MSI) A. Installing as a Virtual Directory B. Installing as part of a Website C. Configuring the Pipeline Page 2
3 1. Changing the Pipeline Mode Creating a New Application Pool VI. Appendix A. Microsoft SQL Server 2012 Express Prerequisites B. Installing PowerShell C. Virtual Accounts D. Creating a Domain Account to Reset Passwords E. SSL Certificate What is an SSL Certificate? Where can I obtain an SSL Certificate? Page 3
4 I. Introduction This is the installation guide for Windows 8 and Windows Server 2012, as well as Windows 8.1 and Windows Server 2012 R2. A. ASP.NET Website Password Reset Server is installed as an ASP.NET website. The MSI will setup the website with the correct permissions and configure the appropriate settings in IIS. Once the website is set up, the installation will be completed by a process within the application itself. B. SQL Server Database Password Reset Server requires an instance of SQL Server for the database backend. The SQL Server database will require a SQL account with db_owner permission to complete the installation. C. Administrative Access Throughout the installation, you will be required to be an administrator to perform most of these actions. Please ensure that you are logged on to your system with a Windows account that has administrative permissions. II. Prerequisites IMPORTANT: If this is the first time you are installing Password Reset Server, please take the time to review the full list of system requirements and recommendations, located HERE. A. System Requirements One of the following operating systems: o Windows 8 or o Window Server 2012 or 2012 R2 2 Microsoft SQL Server 2005, 2008 or 2012, including R2 (any edition) Microsoft Internet Information Services (IIS) (internal part of the operating system) Microsoft.NET Framework / (both 32-bit and 64-bit editions are supported) Note Windows 8 / 8.1 and Windows Server 2012 / R2 come with the.net Framework already installed. If you are using Windows 8 or Windows Server 2012, you should already have.net Framework 4.5 but will need to upgrade to.net Framework / Find the installer provided by Microsoft HERE. 1 Windows 8 and 8.1 are only supported for testing environments. Microsoft does not support either of these operating systems being used as a production server environment. 2 Both 32-bit and 64-bit editions of Windows Server are supported. You must install the proper version of the.net Framework to support 64-bit. Page 4
5 B. Domain Account Requirements Each domain will need a domain account to synchronize the users and reset passwords. See the Appendix for instructions to set up the domain account. C. Additional Recommendations Use an SSL certificate for Password Reset Server. Run Microsoft Update on your server to make sure all components are up to date. D. Beginning the Installation Process Components should be installed in the following order: E. Installing IIS 1. Internet Information Services (IIS) 2..NET Framework / (Windows 8 / Server 2012 Only) 3. SQL Server 4. Password Reset Server IIS is an internal part of the Microsoft Windows operating system. Installing it will vary depending on which version of the operating system you are using. 1. Windows Server 2012 / Windows Server 2012 R2 To install Internet Information Services on Windows Server 2012 or Windows Server 2012 R2, you will give your server the Web Server (IIS) role. 1. Begin by opening the Server Manager and clicking Manage, then Add Roles and Features: Figure 1.1 Add Roles and Features 2. Click Next until reaching the Installation Type screen. Select Role-based or feature-based installation and click Next. Page 5
6 3. Select your Server (it should be selected by default) and click Next. 4. Check the Web Server (IIS) box, then expand the category (see Figure 2.2 on the following page). 5. Expand Web Server > Application Development and check the ASP.NET 4.5 box (Figure 2.3). 6. Expand Common HTTP Features and ensure that the Static Content, Default Document, and HTTP Errors boxes are checked as well. Click Next, and then Add Features. Figure 1.2 Choose the IIS Role Page 6
7 Figure 1.3 Select ASP.NET Windows 8 / 8.1 Please ensure you have your Windows installation disk available if the system asks for it. This disk should have been included with the System Manufacturer or the Administrator that installed Windows on that machine. 1. From the Desktop, start by tapping the Windows key, then type Control Panel and hit Enter. 2. Open the Programs Control Panel item, and then Programs and Features. 3. Click Turn Windows Features on or off. 4. A dialog will appear. It may take a moment or two for the system to load. Expanding Internet Information Services > World Wide Web Services > Application Development Features and checking ASP.NET 4.5 will also check other needed dependencies (see Figure 1.1 on the following page). 5. Expand Common Http Features and check the following: a. Static Content (if this is not checked, the application images will not appear) b. Default Document 6. Ensure that.net Framework 4.5 is already checked. If not, check this box as well. 7. Click OK. At this point, Windows will now install IIS (see Figure 1.2). It may ask you for your operating system s disk. 8. IIS is now installed. Depending on your operating system, Windows may ask you to restart your computer. Page 7
8 9. You can verify the installation of IIS by tapping the Windows key from your Desktop and typing IIS. Search results should return Internet Information Services (IIS) Manager. 10. We recommend running Windows Updates to receive the latest security patches for IIS once you have installed it. Figure 2.1 Selecting additional features Figure 2.2 Installing additional features Page 8
9 F. Installing ASP.NET 4.5 and the.net Framework / For operating systems other than Windows 8.1 or Windows Server 2012 R2,.NET Framework is not included by default. To install version 4.5.1, use the offline installer provided by Microsoft, found HERE. If you installed IIS in the instructions above, then ASP.NET 4.5 should already be installed. Microsoft has released an SP2 update for the.net Framework which contains compatibility fixes for applications running on previous versions. It is recommended that this update is installed after the.net Framework 4.5 has been installed. It can be downloaded here. G. Installing and Configuring Microsoft SQL Server We recommend using Microsoft SQL Server 2012 or A free edition called Microsoft SQL Server Express is available to download. See the appendix for details on software prerequisites. If using SQL Server 2008, SQL Server 2008 SP1 should be installed immediately after the installation is complete to resolve compatibility issues with Windows 7 and Windows Server 2008 R2. 1. Installing Microsoft SQL Sever The instructions given below are for Microsoft SQL Server 2012 Express Edition with Tools. The installation processes for other editions such as Enterprise or Standard may be similar, but not the same. There are several editions of Microsoft SQL Server 2012 Express. We recommend downloading Microsoft SQL Server 2012 Express with Tools. This KB article has the link on Microsoft s site. 1. Download the installation package, right-click it and select Run as Administrator. 2. From the welcome screen, select Installation from the left menu. 3. Select the New SQL Server option (see Figure 1.1, on the following page). 4. SQL Server will then initialize your installation. 5. Accept the license terms and click Next. 6. Click Next once more to install the setup files. 7. In the following Window (Figure 1.2), ensure that Database Engine Services and Management Tools Basic are both selected. Click Next. 8. In the Instance Configuration step, the default settings can be left (Named instance: SQLEXPRESS is the default). Click Next. 9. For Server Configuration, change the SQL Server Database Engine Account Name to NT AUTHORITY\NETWORK SERVICE. Click Next. Page 9
10 Figure 1.1 SQL Server Installation Center Figure 1.2 SQL Server Feature Selection Page 10
11 10. For Database Engine Configuration, choose Mixed Mode or Windows mode: Mixed Mode (recommended for easiest configuration) - Mixed Mode is required if you intend on using a SQL Server account to authenticate Password Reset Server to your SQL Server. If you are doing an evaluation and using the Password Reset Server MSI, we recommend Mixed Mode with a SQL Authentication account. See Creating the SQL Server User (below) for instructions. Windows Mode (recommended for best security) - This will prevent SQL Server account authentication and requires a Windows Service account to run the Password Reset Server website. This will also require additional configuration in IIS once Password Reset Server is installed. This KB article walks through the advanced setup. This mode is recommended as a best practice. 11. Click Add Current User under the SQL Server administrators box. Click Next. 12. Click Next once more to complete the installation. We recommend running Microsoft Update to get all of the latest service packs and fixes for SQL Creating the Database 1. Open SQL Server Management Studio. 2. Connect to your SQL database. 3. Right click the Databases folder and select New Database. 4. Enter a database name and click OK. 3. Adding a SQL Server User 1. Open SQL Server Management Studio. 2. Connect to your SQL database. 3. Expand the Security folder. 4. Right click Logins and select New Login. a. To create a local SQL account, select SQL Server authentication (this requires Mixed Mode to be enabled). i. Enter a login name (username) and password. ii. Uncheck the Enforce password policy box to prevent the account from expiring. b. To add a Windows account, select Windows authentication. i. Enter a login name in the form of domain\username, or click Search to search for the domain account. 5. Select the User Mappings from the left menu. 6. Check the checkbox next to your Password Reset Server database. 7. Check the db_owner box. 8. Click OK. Page 11
12 Figure 3.1 Creating a SQL user III. Password Reset Server MSI Make sure you have the prerequisites installed before attempting to setup Password Reset Server. A. Download the latest version of Password Reset Server The latest version of Password Reset Server is available for download. After clicking the Download button, the setup.exe file will be downloaded to your machine. B. Running the MSI When running the setup.exe file, your first option will be to choose Standard or Advanced. 1. Standard Option This option installs Password Reset Server as a virtual directory under the Default Website. This is recommended if you have existing sites using the Default Website, and is also the fastest way to get up and running. 2. Advanced Option This option installs Password Reset Server as a new website without using the Default Website. This allows you to specify a port number that the website will run under. Using this option assumes some knowledge of IIS and is often followed up by adding a DNS entry on the domain controller. This option must be used if there is no Default Website already present. 3. File Destination This is the location where the application files will exist. The folder is typically C:\inetpub\wwwroot\PasswordResetServer but can be customized to follow your convention. Page 12
13 4. Application Name Application name will be used when creating the Application Pool and either the website or the virtual directory, depending on the selected option above. 5. Completing Installation from Password Reset Server Once the MSI completes, the website will be set up with the correct permissions. The browser will open to allow you to complete the Password Reset Server installation from the webpage. The following section will guide you through this process. IV. Completing Password Reset Server installation from the website Password Reset Server is now ready to begin installation through its installer. Open a browser and browse to where your Password Reset Server is located, for example: Password Reset Server has a 5-step installation process: 1. Step 1 ensures that the identity running the Password Reset Server application pool has write access to the application directory. The account running the IIS application pool requires modify permission (this includes the write permission) to the application folder to continue. If you don t want to change the permissions of a folder, you can give Password Reset Server a Windows username and password that has modify permissions already, and Password Reset Server will impersonate as that user during the installation process. Page 13
14 Password Reset Server only needs write permission during installation and upgrade. You can remove the write and modify permissions once the installation process is complete. Once the permissions are set, click Next. See the Manual Installation section for more information on account permissions. 2. In Step 2, specify the database. If Password Reset Server is installed on the same machine as SQL Server, you can type (local). If you are using a named instance of SQL, use a slash then the instance name, for instance: (local)\instancename. If you are not sure of the instance name, you can open SQL Server Management Studio and select Connect. The full instance name used here is the same one that will be used by Password Reset Server, for example THYCO1\SQLEXPRESS. Page 14
15 Password Reset Server will create the database for you if it does not exist. Enter the SQL Username and Password if using SQL Server Authentication, or select Windows Authentication. To create a SQL Server user, see Creating the SQL Server User. 3. Review the EULA and check the I Agree box, then click Continue to accept the agreement. Otherwise, Password Reset Server will not be installed. 4. Password Reset Server will now ask you to create your first user. This user will be a local administrator that will be used to configure your Password Reset Server. We recommend choosing a strong password. 5. Step 5 will prompt you to enter a domain and credentials for a domain account that has the required permissions to reset passwords on the domain. See Creating a Domain Account to Reset Passwords. Page 15
16 The domain name needs to be the Fully Qualified Domain Name (FQDN), for example: use domain.thycotic.com instead of domain. Password Reset Server has now successfully been installed. For more information on configuring and maintaining your Password Reset Server, please see our User Guide. V. Manual Installation (No MSI) If you are knowledgeable of IIS and would prefer to manually install the website without using the MSI, you can follow these instructions. Download the latest version of Password Reset Server. You can choose to download a ZIP file that contains the Password Reset Server files. Use this ZIP file for the instructions below. Password Reset Server can be installed in a few different ways: As a virtual directory As a website As part of a website Make sure you have the required software installed before attempting to setup Password Reset Server. A. Installing as a Virtual Directory 1. Extract the contents of the ZIP file where you would like Password Reset Server to be located on your system. 2. Open the IIS Control Panel by going into the Control Panel, then Administrative Tools > Internet Information Services (IIS) Manager. 3. Highlight the Default Web Site, right-click it and select Add Virtual Directory (see Figure 1.1 below). 4. Select an alias for your Password Reset Server. The alias is what will be appended to the website. For instance, 5. Select the physical directory for where you unzipped Password Reset Server. 6. In the tree, right-click the virtual directory and select Convert to Application. Click OK. 7. Click the Application Pools node, then highlight the application pool running Password Reset Server. Click Advanced Settings in the right pane. Under Process Model, set Identity to a Windows service account or leave the default ApplicationPoolIdentity (Figure 1.2). Windows 8 / Server 2012 will default the application pool to a virtual identity, ApplicationPoolIdentity. For easiest configuration, use either this or NETWORK SERVICE as the identity. For better security, you can specify your own Windows service account. See the Appendix for further information on using a virtual identity for Password Reset Server in IIS. Page 16
17 Figure 1.1 Add Virtual Directory Figure 1.2 Convert to Application Page 17
18 8. Ensure that the Password Reset Server folder has the proper permissions by checking that the account running the application pool in IIS has Modify permissions on the folder where Password Reset Server is installed. Password Reset Server is now ready to be installed. See Completing Password Reset Server installation. B. Installing as part of a Website 1. Extract the contents of the ZIP file where you would like Password Reset Server to be located on your system (a common location is C:\inetpub\wwwroot). 2. Open the IIS Control Panel by going into the Control Panel, then Administrative Tools > Internet Information Services (IIS) Manager. 3. Expand the Default Website and locate the Password Reset Server folder. Right-click it, and select Convert to Application. Click OK. 4. Click the Application Pools node, then highlight the application pool running Password Reset Server. Click Advanced Settings in the right pane. Under Process Model, set Identity to a Windows service account or leave the default ApplicationPoolIdentity (Figure 1.2, see the previous page). Windows 8 / Server 2012 will default the application pool to a virtual identity, ApplicationPoolIdentity. For easiest configuration, use either this or NETWORK SERVICE as the identity. For better security, you can specify your own Windows service account. See the Appendix for further information on using a virtual identity for Password Reset Server in IIS. 5. Ensure that the Password Reset Server folder has the proper permissions by checking that the account running the application pool in IIS has Modify permissions on the folder where Password Reset Server is installed. Password Reset Server is now ready to be installed. See Completing Password Reset Server installation. C. Configuring the Pipeline Password Reset Server is by default placed in the DefaultAppPool application pool, which may not be set to use the correct pipeline for Password Reset Server. PRS requires that the application pool s managed pipeline mode be set to Classic. This can be done by modifying the application pool settings or creating a new one. It is recommended that you create a new application pool if you have other web applications running on the server. This will help avoid changing the configuration for another application. 1. Changing the Pipeline Mode 1. In the Internet Information Services (IIS) Manager, select the Application Pools node. 2. Double-click the DefaultAppPool. 3. Set Managed Pipeline Mode to Classic. Click OK. Page 18
19 IIS Application Pool - Windows 8 IIS Application Pool - Windows 8.1 The Windows Server 2012 R2 and Windows 8.1 application pool window will appear slightly different than in Windows Server 2012 and Windows Creating a New Application Pool 1. In the Internet Information Services (IIS) Manager, right-click the Application Pools node and select Add Application Pool. 2. Enter a name for your application pool. 3. Ensure that the.net Framework Version or CLR is set to.net Framework v Set Managed Pipeline Mode to Classic. Click OK. 5. Right-click the virtual directory in IIS and select Manage Application > Advanced Settings. 6. In the new window, change Application Pool to the one we just created. Figure 2.1 Specify Application Pool Page 19
20 VI. Appendix A. Microsoft SQL Server 2012 Express Prerequisites SQL Server 2012 Express requires some software to be installed before it can be installed. 1. Windows PowerShell Microsoft.NET Framework Windows Installer (Windows Installer 5.0 is included by default in Windows 8 / Server 2012) Only the Express Edition requires these components to be installed separately. If you are installing another edition of SQL, such as Standard or Enterprise, these components will be installed for you. B. Installing PowerShell Windows PowerShell is included by default in Windows 8, Windows 8.1, and Windows Server 2012 / R2. C. Virtual Accounts Virtual Accounts, or Managed Service Accounts, is a feature included in Windows 8 and Windows Server Windows will create a virtual account for the name of the application pool. Thus, if your application pool s name is DefaultAppPool and its identity is set to ApplicationPoolIdentity, you would assign folder permissions to the account IIS AppPool\DefaultAppPool. This account can then optionally be used to connect Secret Server to the SQL database by adding db_owner access to the database as a Windows account. See Adding a SQL Server User. For more information on virtual accounts as application pool identities, see this article by Microsoft. D. Creating a Domain Account to Reset Passwords For Password Reset Server to reset passwords, it must be provided access to an account that is able to reset passwords for the domain users. Instructions for setting up the exact permissions are detailed below. We recommend creating a new domain account that will only be used by Password Reset Server for this purpose: You must be a member of the Domain Admins group to perform these steps. 1. Open the Active Directory Users and Computers MMC snap-in and connect to your domain. 2. Right click Users under your domain and select New > User. 3. In the Full name and User logon name fields, enter a descriptive name and unique username, respectively (Figure A). Click Next. 4. Enter a strong password. 5. Uncheck the User must change password at next logon box. 6. Check the Password never expires and User cannot change password boxes (Figure B). We recommended choosing Password never expires because if the password expires and it is not changed, Password Reset Server will not be able to change passwords for domain users. Page 20
21 7. Click Next and Finish. Figure A Configure New User Account Figure B Configure New User Password Page 21
22 The domain account used to synchronize and reset passwords for the domain must have the following permissions to reset a user's account: Change Password, Reset Password, Write lockouttime, Write pwdlastset. 8. Configure the Active Directory Users and Computers to display Advanced Features by clicking View from the top menu, and then Advanced Features (Figure C). 9. Select the top level domain node, right click, and select Delegate Control (Figure D). If desired, you may apply the permissions to specific Organizational Units instead of the entire domain. These actions must be repeated for each Organizational Unit. Figure C View Advanced Features Figure D Delegate Control Page 22
23 10. Once the Delegation of Control Wizard window opens, click Next. 11. On the Selected users and groups screen click Add. 12. Select the user created above (Figures E,F). Click Next. Figure E Select PRS Admin User Figure F Confirm Selection of PRS Admin User Page 23
24 13. In the next window, select the Create a custom task bubble (Figure G). Click Next. 14. For Delegate control of, select the Only the following : option and check the User Objects box at the very bottom (Figure H). Click Next. Figure G Create a custom task to delegate Figure H Select User Objects Page 24
25 15. Leave the General box checked, and select the Read All Properties, Change password, and Reset password check boxes below (Figure I). If you plan to allow users to update Active Directory attributes through Password Reset Server as well, you will also need to give this account Write All Properties or permission to write the specific attribute(s). Click Next and Finish. 16. Repeat steps 9 through 14, then check only the Property-specific box and check the Write lockouttime (Figure J) and WritepwdLastSet (Figure K) boxes. Click Next and Finish. Figure I Delegate Change & Reset Password Permissions Figure J Delegate Write lockouttime Permission Page 25
26 Figure K Delegate Write pwdlastset Permission You can now use this account to reset passwords using Password Reset Server. You may want to modify your domain Group Policy to deny local login for this account under User Rights Assignment. E. SSL Certificate 1. What is an SSL Certificate? An SSL (Secure Sockets Layer) Certificate greatly enhances the security between the user s browser and the server Password Reset Server is installed on. It encrypts all data between the server and the client s browser so if an attacker were to look at the data being transmitted between the two, they would not be able to decipher it. 2. Where can I obtain an SSL Certificate? A certificate can be obtained from various companies such as Thawte or VeriSign. It is also possible to create your own, see Creating and installing your own. Page 26
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