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Home > Success Center > Patch Manager > Patch Manager Documentation > Patch Manager 2.1.5 Administrator Guide > Manage users and security > Add a Patch Manager user account

Add a Patch Manager user account

Created by Caroline Juszczak, last modified by Steve.Hawkins on Mar 12, 2018

Views: 517 Votes: 0 Revisions: 11

When you set up a Patch Manager Web Console account, you can create one of the following accounts:

Orion and Windows accounts require different types of user authentication. 

When you create an Orion individual account, Orion uses the user name and password to authenticate each user. Users must enter these credentials each time they access the Orion Web Console. 

When you create a Windows individual or group account, Orion uses the Active Directory database to authenticate each user. You can also implement pass-through authentication so users are not required to enter a name and password to access the Orion Web Console.

Before you create a new account, consider what tasks the user must perform, and what views and menu bars are most suitable. Users created using default settings can log in to the Orion Web Console and see information available in views, resources, and reports. For administration and customization tasks, users require additional rights.

Create an Orion individual account

Orion individual accounts are designated for single users who access the Orion Web Console. These accounts are independent of any local or Active Directory account or group. Perform the following steps to create a user account that requires user credentials to access the Orion Web Console.

  1. Log in to the Orion Web Console as an administrator.
  2. Click Settings > All Settings. 
  3. Scroll down to User Accounts and click Manage Accounts.
  4. In the toolbar, click Add New Account.

    SPM-Admin-Guide-OrionWC-Add-New-Account.png

  5. Select Orion Individual account, and click Next.

    SPM-Admin-Guide-OrionWC-Orion-Individual-Account.png

  6. Enter the user name and password for the account, and click Next.

    SPM-Admin-Guide-OrionWC-Orion-Individual-Account-Credentials.png

  7. Define the account settings.

    See Patch Manager Web Console user settings for details.

  8. Scroll down and click Submit.

Create a Windows individual account

Windows individual accounts are designated for single web console user accounts that correspond with previously configured local or Active Directory user accounts. Perform the following steps to enable Windows users to access the Orion Web Console using their existing local or domain Windows accounts. 

  1. Log in to the Orion Web Console as an administrator.
  2. Click Settings > All Settings.
  3. Scroll down to User Accounts and click Manage Accounts.
  4. Click Add New Account.

    SPM-Admin-Guide-OrionWC-Add-New-Account.png

  5. Select Windows individual account, and click Next.

    SPM-Admin-Guide-OrionWC-Orion-Windows-Individual-Account.png

  6. Enter the account credentials.
    1. Select an account to access Active Directory or the local domain or specify the credentials in the User Name and Password fields.

      In the User Name field, use the DOMAIN\userName format.

      SPM-Admin-Guide-OrionWC-Orion-Windows-Individual-Account-Authentication.png

    2. Test the Active Directory connection (if required).
    3. Enter a search string for the user account you want to add as a Patch Manager Web Console user.

      This field requires the domain and at least a partial user name in DOMAIN\userName format. If the exact user name is not available, use * as a wildcard character to represent the unknown portions. For example, enter DOMAIN\Jimmy*.

      SPM-Admin-Guide-OrionWC-Orion-Windows-Individual-Account-Search.png

    4. Click Search.
    5. Select the user(s) you want to add, and click Next.

      SPM-Admin-Guide-OrionWC-Orion-Windows-Individual-Account-AddUsers.png

  7. Define the account settings for the new users in this Windows group. Provide the rights so the user can perform assigned tasks, and select default views and menu bars.

    See Patch Manager Web Console user settings for descriptions.

  8. Click Submit.

Create a Windows group account

Windows group accounts are designated for previously configured local or Active Directory group accounts. Perform the following steps to enable users to use their existing Active Directory credentials to log in to the Orion Web Console. 

To maintain administrative privileges, individual and group Windows user accounts must be defined in the same domain as the SolarWinds server they can access. Additionally, only Security Active Directory groups are supported. Distribution groups are not supported.

  1. Log in to the Orion Web Console as an administrator.
  2. Enable Windows Account Login in the Orion Web Console.
    1. Click Settings > All Settings.
    2. Scroll down to Product Specific Settings and click Web Console Settings.
    3. In Windows Account Login, select Enable automatic login, and click Submit.
  3. Click Settings > All Settings. 
  4. Scroll down to User Accounts and click Manage Accounts.
  5. Click Add New Account.

    SPM-Admin-Guide-OrionWC-Add-New-Account.png

  6. Select Windows group account, and click Next.
  7. Provide the credentials for an account with administrative access to the Active Directory or local domain.

    SPM-Admin-Guide-OrionWC-Orion-Windows-Group-Account-Authentication.png

    If a system account is available, select Use [Account Name] account to access Active Directory or Local Domain, and click Test Active Directory.

    This option is not available when LDAP is enabled. In this scenario, manually enter the credentials.

    If a system account is not available, select Specify credentials to access the Active Directory or Local Domain, and provide the credentials. In the User Name field, use the DOMAIN\userName format. To search for all users or groups in the domain, enter domain name\*.

    SPM-Admin-Guide-OrionWC-Orion-Windows-Individual-Account-Search.png

  8. Click Search.
  9. Select the group(s) you want to add, and click Next.

    SPM-Admin-Guide-OrionWC-Orion-Windows-Individual-Account-AddUsers.png

  10. Define the account settings for the new users in this Windows group. Provide the rights so the user can perform assigned tasks, and select default views and menu bars.

    See Patch Manager Web Console user settings for descriptions.

  11. Click Submit.

    Users can now log in to the Orion Web Console using their local domain or Active Directory credentials.

    If you use Active Directory, users can also automatically log in with their Windows credentials.

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