Using the Delinea Platform Interface

The platform's user interface is designed to make all platform functions highly visible and readily accessible.

Most features that were previously under Administration now appear under Settings.

Primary Left Navigation Menu

The options available in the left navigation menu vary depending on the services you subscribe to.

  • Home: Set up your platform, open your applications, and browse learning resources

  • Secret Server: See your secrets in various categories: all, favorites, most used, recently used, quick access, and recent folders

  • Inventory: See and manage every computer in your network at a glance

  • Insights: Session review, audit logs, Secret Server reporting, behavioral analytics

  • Discovery: Charts and logs about your platform environment

  • Policies: Fast access to all privilege control policies

  • Identity Posture: Monitor the status of all applications compared to best practices

  • Threat Center: Configure rules to detect threats that trigger administrator actions

  • Access: Manage users, groups, roles, and identity policies

  • Marketplace: A one-stop shop for applications, integrations, downloads

  • Inbox: Notifications, system alerts, and requests

  • Settings: Administrator controls for platform setup, Secret Server, connection points, directory integrations, MFA, and security

Secondary Navigation

The secondary navigation menu slides out to the right, providing access to all functions relevant to the primary navigation item. This provides quick access with less searching and fewer clicks.

Hover over a menu item

When you hover over a primary navigation menu item, the secondary navigation slides out, instantly displaying all functions related to the primary menu item. When you move your cursor away, the secondary menu slides back behind the primary menu.

Click a menu item

When you click a primary menu item, two things happen. First, the secondary menu slides out and remains open, even if you move your cursor away. Second, the page associated with the top item on the secondary menu opens automatically to the right.

Once you've found the page you're looking for, you might not need to see the secondary menu anymore. To give you more room to see the page, click the expansion control at the bottom of the left navigation menu to slide the secondary menu back under the primary menu.

Secondary Menu Collapsed

Global Search

The platform Search bar returns results for all relevant areas of functionality and to specific items across the platform including secrets, assets, folders, and individual configuration items. When you enter a search term, a toggle button (solid purple) appears for each relevant area of functionality.

By clicking one or more toggle buttons (Secrets in the screen shot below) you can limit your search to those areas of functionality. This feature is especially helpful when multiple functions share a similar name.

Some context-sensitive actions such as launching can be executed directly from the search results.

Favorites and Recents

This feature is currently available only to customers participating in our public preview. To access public preview features, see Using the Public Preview Program.

Favorites

You can mark all platform configuration pages and most details pages as Favorites by selecting the star icon at the top of the page. Your favorite pages will be indexed for search, providing fast access to those pages.

You can then access your favorited pages by clicking Home > Favorites.

Recents

To access your recently-visited pages, click Home > Recents.

Filtering in List Pages

Many of the pages in the Delinea Platform user interface are list pages, which display a table that lists some type of objects in the platform; for example, the Computers page in the Inventory part of the user interface. By default, each list page includes a table displaying all data relevant to the page.

The list pages offer various types of filtering, depending on which page you are viewing:

  • Some list pages, such as the Collections page in the Inventories part of the user interface, have only a Search box at the top of the list. You can type a name to find one of the items in the list.

  • In most list pages, in addition to the Search box, you can also filter the table based on the properties of the listed objects. For example, in the Policies page, you can filter for policies that match based on both user (Subject) and target computer. See Using Quick Filters.

  • In some pages, such as the Computers page in the Inventories part of the user interface, you can use a query builder to construct more sophisticated filters. With the query builder, you can filter a table based on a broader set of properties and interconnected relationships. See Using the Query Builder.

Using Quick Filters

In most list pages, you can choose among predefined quick filters that are commonly used for that list.

To filter a table:

  • To add filter fields, click Add filter and select from the available filter fields. (If Add filter does not appear, all the available filter fields are already selected.)

  • To remove fields, hover over a field and click X.

As you make each change to the filter fields, the displayed table is modified to match the new filter criteria.

If you have imported custom properties (shown at the end of the list), you can use them to filter. For more information on importing custom properties, see Searching by Custom Properties.

If you filter on a type of entity that can be grouped, the filter finds the entity within the group. For example, if User is selected, the filter finds the user in all user groups as well as individually. If Computer is selected, the filter finds the computer even if it's inside a collection.

Using the Query Builder

In some pages, such as the Computers inventory page, you can use a query builder to filter a table based on a broader set of properties and interconnected relationships.

  1. To open the query builder, click Show query builder.

    If this button is not visible, the query builder is not available in the page you are viewing.

  2. Click the plus icon (+) to add a filter field to the query. For example, select Computer Type.

  3. If you want to change the operand for the filter, click In and select a different operand from the dropdown list. For example, to exclude rather than include items that match the selected Computer Type, change the operand to Not In.

  4. Keep repeating these steps to add more filter fields to the query. Each time you add a filter, you can change AND to OR.

    As you make each change to the query, the displayed table is modified to match the new criteria.

In the query builder, filter lines are connected by all AND operators or by all OR operators.

To split the current filter group into separate groups (to write more complex queries), click + and select AND or OR. To remove a filter group, hover and click X.

When there are options within a filter (for example, which apps an account can access), those options are always connected by OR.

In the query builder, you can use the following operands for each filter field:

  • Exact matches:

    • In or Not In

    • Is Empty

  • Mathematical matches:

    • Equal to, Greater than, and so on

  • Date matches:

    • Yesterday, Last Week, Last Year, and so on

  • String matches:

    • Contains or Not contains

    • Ends with or Not Ends with

    • Starts with or Not Starts with