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 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 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)

  • Delinea Mobile documentation

  • Secret Server documentation

  • Web Password Filler documentation

  • Connection Manager documentation

  • Support Knowledge Base (public only)

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

Access to Delinea Expert

By default, Delinea Expert is available to users and groups that have been assigned the built-in roles: Platform User and Platform Admin.

Some early customers were also given a role called Delinea Expert or Custom Expert that was applied to all users and admins.

To grant access to a set of users (such as Admins or IT Users) or to exclude a set of users (such as Business Users), simply check if their roles have the Access Delinea Expert permission.

1. Go to the platform’s Roles page.

2. Check if the Delinea Expert / Custom Expert role exists and if it has been applied to any groups/users. You can remove the role from any groups that shouldn’t have access.

3. If you have already created and assigned custom roles, you can edit them to remove the Access Delinea Expert permission from any role that should not have access.

4. Check whether the built-in roles Platform User or Platform Admin apply to any users or groups. To remove a group’s access:

   1. Duplicate the User or Admin role that you want to change.
   2. Edit the duplicated role(s) to remove the Access Delinea Expert permission.
   3. Reassign your groups to the new role(s).

If you do not want any of your users — including Administrators — to have access to Delinea Expert, contact Delinea Support or Sales to request deactivation of this feature.

If you have concerns about AI security, please see the next section.

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.