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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 feature underwent a change of name, as Vaults were called Repositories before Remote Desktop Manager 2019.

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.

Administration –Vaults

Administration –Vaults

2.Click Add Vault.

Vaults – Add Vault

Vaults – Add Vault

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

Vault Management

Vault Management

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.

Navigation Pane – Vault selector

Navigation Pane – Vault selector

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.

Edit - Move to Vaults

Edit - Move to Vaults

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

Move to Vaults

Move to Vaults

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

Select the entries you want to transfer

Select the entries you want to 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.

Administration –Vaults

Administration –Vaults

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

User and Security Management - Vaults - Assign Roles

User and Security Management - Vaults - Assign Roles

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

Repository Assignment

Repository Assignment

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.

Main (Default) Vaults with Vaults Shortcuts

Main (Default) Vaults with Vaults Shortcuts

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

Downhill Pro Vault with Shortcut Back to Main Vault

Downhill Pro Vault with Shortcut Back to Main Vault

Create a Vault shortcut

1.On the Edit tab, click New Entry.

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

Add New Entry - Miscellaneous - Vault (Shortcut)

Add New Entry - Miscellaneous - 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.

Vault (Shortcut) - Properties

Vault (Shortcut) - Properties

5.Select the destination Vault.

Select Vault

Select 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.

Remove Data Source Box and Options

Remove Data Source Box and Options

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

File - Options - User Interface

File - Options - User Interface