Vaults Overview

Vaults are containers that divide the data source into multiple compartments.

 

We recommend using Vaults for improved organization and security.Vaults also help performance as they limit the amount of entries that load at once.

 

Vaults are available with Advanced Data Sources: Devolutions Password Server, SQL Azure, Maria DB, MySQL and SQL server.

 

 

This article covers:

•Create Vaults

•Move entries to different Vaults

•Navigate between Vaults

•Role-based security with Vaults

•Vaults shortcuts

 

Setup and Use Vaults in Remote Desktop Manager

Get started with Vaults: create, manage, make shortcuts

Create a Vault

We recommend creating a different Vault for each customer or department.

 

1.On the Administration tab, click Vaults.

 

 

2.Click Add Vault.

 

 

3.Enter a Name and Description (optional). The ID is generated automatically.

 

 

Navigate between Vaults

 

Move between Vaults

1.In the Navigation Pane, use the Vault list to move between Vaults. Change the location of the Vault list in File – Options – User Interface – Vault Location.

 

 

Move entries to a different Vault

1.Start in the Vaults you want to transfer repositories out of.

 

2.On the Edit tab, click Move to Vault.

 

 

3.Select the repository you want to move the entries to, and click Next.

 

 

4.Choose the entries you want to transfer to the new repository, and click Transfer.

 

 

 

Manage role-based security by Vault

Vaults simplify user management because Active Directory groups define who has access to a Vaults. These Active Directory groups are known as Roles in Remote Desktop Manager. In general, most roles have access to a couple Vaults, while some groups will only have access to one Vaults. Limiting access to Vaults minimizes the need to set permissions on lower-level folders.

 

How to assign roles to a Vault and the permissions you need to keep in mind

 

Giving roles access to a Vault

1.On the Administration tab, then click Vaults.

 

 

2.On the User and Security Management window, choose the Vaults, then click Assign Roles.

 

 

3.Choose which roles have access to the Vaults: select the Is Member box.

 

 

Vaults shortcuts

Navigate between vaults with the Vault List or vaults shortcuts.

 

We recommend administrators and users who have access to multiple vaults create vaults shortcuts to navigate between vaults.

If you use vaults shortcuts, the vault root should only contain folders. Do not save entries at the vault root.

 

The main (default) vault contains shortcuts to other vaults.

 

 

Each Vault contains a shortcut that returns the user to the main Vault.

 

 

Create a Vault shortcut

1.On the Edit tab, click New Entry.

 

2.Click Miscellaneous and then select Vault (Shortcut).

 

 

3.In the Name box, enter the name of the Vault you are creating a shortcut to. Save the shortcut in a folder.

 

4.To find the Vaults ID, click the ellipses button. Enter a folder name (case sensitive) to create a shortcut to a specific folder.

 

 

5.Select the destination Vault.

 

 

We recommend removing the data source drop-down list when using Vault shortcuts. Then the Vaults list can be moved above the Navigation Pane.

 

 

Both options are configured in File – Options – User Interface.