Delinea Expert

Delinea Expert is an AI chatbot. Ask it any question about the Delinea Platform's features, components, or best practices. Delinea Expert provides links to support its answers.

Delinea Expert cannot access your data or see which platform page you are on.

Accessing Delinea Expert

To open a Delinea Expert window:

• Click the sparkle icon in the top bar of the platform interface.

A pane opens to display the Delinea Expert interface.

To close Delinea Expert:

• Click the X in the upper right corner.

• Click the sparkle icon in the top bar.

: You can move Delinea Expert to a separate browser tab by clicking the pop-out icon next to the X.

To start a new conversation, click New chat. This can help you to start with a clean slate, or to focus your conversations on specific topics.

To view past chats, click History.

You can return to your current chat by clicking it in the History list or by clicking Today (when available).

Interaction Tips

Interaction with Delinea Expert is similar to any modern Large Language Model (LLM):

• Type your question (also known as a “prompt”) in plain language.

• To submit your prompt, either hit the enter key or click the send icon in the lower right of the text entry field.

• The resulting answer includes links to the relevant information sources. We highly recommend reviewing these links to ensure the answer is accurate.

Questions are most effective when they:

• Are focused on a single topic

• Clearly specify a platform feature you want to use

  • For example, Secret Server, Privilege Control for Servers (PCS), Privileged Remote Access (PRA), Identity Threat Protection (ITP), or Privilege Control for Cloud Entitlements (PCCE).

Examples of effective prompts include:

• How do I set up Privileged Remote Access?

• Where can I find the remote access logs?

• Where do I download the Delinea Platform Engine?

• How do I onboard users from Active Directory?

For troubleshooting common issues, you can ask general questions or include specific error messages like:

• Why can't I connect to the Privileged Remote Access?

• Connector installation failed to obtain certificate. Now what?

• Where do I find the log files for PCS?

• I installed the Delinea Platform Engine but I don’t see it in Engine Management.

Delinea Expert can also answer questions about best practices in Privileged Access Management and Identity Security, based on the blogs and white papers on Delinea’s website.

Additional Uses

Delinea Expert can do more sophisticated things than summarizing documentation.

• Translation: Delinea Expert can answer in any language that OpenAI currently supports. Simply type questions in your preferred language to receive answers in that same language.

• PowerShell Scripts: You can request PowerShell scripts for various administrative tasks. For example, "Generate a PowerShell script to list all users in Active Directory."

• Logs and Reports: Delinea Expert can guide you on how to interpret logs and reports. Ask questions like, "What does this log entry mean?" or “What is the likely cause of an error based on this HAR file?” Expert will ask you to paste the text and will provide an analysis.

Troubleshooting Delinea Expert

Delinea Expert can sometimes make mistakes — always check important information.

If an answer seems inaccurate, you can resolve it a few ways:

• Tell Delinea Expert it was wrong: When you correct Delinea Expert, it helps to tell it why the answer was wrong, and to rephrase the question with more detail. Delinea Expert will use the new information to search.

• Start a new chat: If previous questions and answers are about unrelated topics, sometimes starting a new conversation (by clicking New chat in the upper right) can help by clearing that content from memory.

• Flag the answer: Click the Flag icon and type a brief explanation of the error to alert the Delinea Expert development team. Your prompt and the resulting answer will become visible for analysis, along with your username and tenant name. (At this time, the Delinea Expert team will not contact you, but may develop that capability in the future.)

Known Issues

• Missing Information: Newly published documentation may sometimes not be available. Cause: Delinea Expert reviews all public documentation for Delinea products once per week.

• Secret Server UI: Instructions about the UI for Secret Server on Delinea Platform may be inaccurate, though the underlying principles are the same. Cause: Secret Server documentation is not always clear about the distinction between Secret Server On-Premises, Secret Server Cloud standalone, and Secret Server Cloud on Delinea Platform. This is being addressed manually by updating the Secret Server documentation.

Information Sources

Delinea Expert has access to the following sources:

• Delinea Platform documentation (where you're reading this)

• Platform API documentation

• Platform Mobile documentation

• Authenticatordocumentation

• Connection Manager documentation

• Credential Manager documentation

• Credential Manager Mobile documentation

• Delinea.com (includes all blogs, whitepapers, and feature detail pages)

• Secret Server documentation

• Support Knowledge Base (public only)

• Web Password Filler documentation

Configuring Delinea Expert

To adjust settings and access for Delinea Expert, as an administrator, make sure your role has the Manage Delinea Expert permission. Navigate to Settings > Delinea Expert to review or modify the following:

• Usage

  • Users: This is a count of the users who have used Delinea Expert on this tenant.

  • Conversations: This is a count of the conversations users have had with Delinea Expert on this tenant.

• Configuration

  • State: This toggle turns Delinea Expert on or off for the entire tenant. Users require a role with Access Delinea Expert permission to see and use Delinea Expert when it is enabled; no one can use Delinea Expert when it is disabled.

  • Quota: This value sets the number of questions a user can ask in a single conversation before they must start another one.

Access to Delinea Expert

By default, if the feature is enabled in Settings, Delinea Expert is available to all users with the Platform User role and can be administered by all users with the Platform Admin role. To change this, you can create custom roles for users and admins, add Delinea Expert permissions to the desired custom roles, then remove the Platform User and/or Platform Admin roles from the desired groups.

Adding Permissions to Roles

1. Go to the Delinea Platform Roles page.

2. Choose or create the roles you'd like to use to give groups access to Delinea Expert. Edit the roles and add the Access Delinea Expert permission, which lets users who inherit the role use Delinea Expert.

3. Choose or create the roles you'd like to use to give groups access to administer Delinea Expert. Edit the roles and add the Manage Delinea Expert permission, which lets users who inherit the role administer Delinea Expert.

4. By default, there are some roles that may provide all users with access to Delinea Expert. Check the Platform User and Platform Admin roles, and if they contain undesired Delinea Expert permissions, you can read about removing those default roles from groups below.

Removing Default Roles from Groups

The default user role, Platform User, and the default admin role, Platform Admin, provide the permissions needed for everyday use and administration of the Delinea Platform. The Everybody group (all users) is attached to the Platform User role, and the System Administrators group (admins) is attached to the Platform Admin role. For the Platform User role, that group attachment can also be removed. If you don’t want all of your platform users to have the permissions in the Platform User role (including access to Delinea Expert), you can duplicate the Platform User role, update its permissions, and assign the duplicate to the Everybody group or to whatever groups you want. After that, you can remove the Platform User role from the Everybody group.

If you want none of your users — including Administrators — to have access to Delinea Expert, it can be deactivated entirely in Settings > Delinea Expert by toggling its State to disable it. Delinea Expert is enabled by default on new tenants.

Example Scenario: Limiting Delinea Expert Access

In this example, you remove Delinea Expert access from all users and give it only to users with a custom role.

1. In Access > Roles, select Add Role and duplicate the Platform User role, then edit the duplicate’s permissions to remove the Access Delinea Expert permission. Apply the new role to the Everybody group.

2. Create a second new role with just the Access Delinea Expert permission.

3. Navigate to Access > Groups and select Add Group. You can add users to this group for the purposes of accessing Delinea Expert. Attach the new role you created in step 2 to this group.

4. Open the new group and add the users you want to allow to access Delinea Expert.

You are left with a new role that has almost all of the Platform User role's permissions, attached to the Everybody group, and a small group and role that give a subset of those users permission to access Delinea Expert.

If you replace the Platform User role, and new features are released in the Delinea Platform that require new permissions, your replacement role will need to be updated with those permissions before the new features work for your users.

Privacy & AI Transparency

Last Updated:  August 6, 2024

AI Transparency Notice – Delinea Expert

Delinea Expert utilizes a private version of OpenAI GPT-4o hosted on Microsoft Azure to understand and generate human-like text using curated Delinea knowledge that is publicly available, including Delinea Docs (docs.delinea.com) and Knowledge Base articles (support.delinea.com).

All responses generated by Delinea Expert include reference links to the underlying sources for reference.  This allows customers to review the source information by clicking the links embedded in the responses. 

Frequently asked questions and answers are provided below.  If you have further questions, please contact Expert@delinea.com.

Where are the Question Prompts and Responses Stored? 

All customer prompts and responses are stored encrypted in the Delinea Expert specific platform database, separated per customer tenant.  Customers can review their chat history by selecting the “Chat History” link in the Delinea Expert sidebar. Chats are retained in the Chat History until deleted by the customer.

Are Question Prompts Sent or Routed to “Open” or “Public” AI Models?

No. Customer prompts and responses do not leave the Delinea boundary and are stored encrypted in the Delinea Expert- specific platform database separated per customer tenant.  

Does Delinea use Prompts for Fine-tuning or to Improve the Overall Responses? 

No. Delinea does not use the prompts or responses for training or fine-tuning.  However, customers do have the option of flagging a response for review by Delinea.  If a response is flagged, a copy of the customer prompt and the response is stored in a dedicated Delinea Cloud Ops database for review by the Delinea development & documentation teams. This review could help improve both our documentation and answering mechanisms but will not be used to train or fine-tune the model.

Do Delinea Employees Have Access to the Prompts or Responses? 

Only if the customer flags a prompt and response for review.  In this case, the prompt and response will be reviewed by the Delinea development team. 

Is Use of Delinea Expert Required? 

No. Customers are not required to use the AI-driven expert and can always use the standard search bar or visit the documentation or support sites.  Use of the Delinea Expert assistant is optional.  

How were the AI-generated Search Results Tested? 

Delinea teams began testing Delinea Expert in December 2023.  During the initial test phase, Delinea input over 30K questions and tracked a reliability score of 99% based on closed loop feedback.  While Delinea tested results to achieve high reliability, Delinea Expert can make mistakes and you should confirm important information, by visiting the citations links.  

Does Delinea Expert Process Personal Data?

Delinea Expert is intended to answer questions, provide recommendations, and assist with technical inquiries related to Delinea’s solutions. It was not designed to process personal data.  The information and data entered into the Delinea Expert digital assistant is at the sole discretion of the customer.  Please note that if a user submits feedback, Delinea will receive the user’s name and email address for follow-up purposes.