Inventory

The platform Inventory service provides an asset-centric view of all assets discovered using the Secret Server discovery service in one place—the Inventory page. From there you can efficiently manage your assets and initiate remote sessions on computer assets. To learn more about Secret Server’s discovery service, see Secret Server Discovery.

Currently, the default platform user role does not provide permissions to view inventory. To allow users to view inventory, an administrator must create a custom role with permissions to view the inventory (View Computers - delinea.assets/computer/view) and launch PRA sessions into the assets, and then assign the role to appropriate users and groups.

Inventory is available only for Platform instances connected to Secret Server Cloud. It is not available for customers using Secret Server On Premises.

To learn more about Remote Applications as Inventory items, see Add a New Remote Application.

Viewing Your Inventory

In the next few sections, the examples are based on your Computer inventory.

Follow the procedures below to access a computer asset's basic and detailed information, delete an asset, or launch a session into an asset.

Once Secret Server discovery has been enabled and configured, you can view your inventory through the platform interface by selecting Inventory from the left navigation panel, then selecting Computers. The Inventory page displays a table with each computer asset in a row, and columns displaying basic information including the computer name, type, and domain. To adjust what data columns are displayed, click the column options icon just above the table on the right, and select or deselect boxes next to the column labels.


Searching Your Inventory

Using Query Builder

The query builder is an advanced search mechanism that allows users to create complex searches based on the information available.

Drilling into Details

If you click any empty space in a computer asset row, a panel opens on the right displaying details about the computer, such as the computer type, domain, DNS name, Active Directory OU, client version, and zone. The panel also displays links you can click to view more details or launch a remote session.

To see even more details, click the Details link in the panel. A page appears with more information about the selected computer. You can reach the same detail page by clicking the computer's name in the Inventory list. On the computer details page, the Details tab shows additional information, such as the preferred site and date the computer joined the zone. The Policies tab shows which PCS policies include this computer as a target. See Step 10: Set up PCS Policies.

If you want to launch (log in to) a computer asset, click one of the launch options on the panel: Launch with Secret, Launch with My Account, or Launch with Manual Credential.

Launch with Secret

You can log on to any target system on the Delinea Platform by leveraging a vaulted credential from Secret Server. When selecting this option, vaulted credentials associated with that machine will appear and you will be prompted to select a secret to launch with.

Launch with My Account

You can log in to an enrolled Linux system with the same account you use to log in to the Delinea Platform, either from the platform or by using a native application that uses SSH, SCP, or SFTP.

Launch with Manual Credential

Selecting Launch with Manual Credential allows you to launch manually in to a target system with a valid username and password. Depending on how authentication rules and authentication profiles are configured for the system and account, you might be required to respond to additional authentication challenges before logging on.

Disabling Active Inventory

To disable the inventory view, take the following steps:

  1. Click Settings from the left navigation, then select Administration below Secret Server.

  2. On the Secrets Administration page, click Platform Integration below Tools & Integrations. The Platform Integration page opens to the Configuration tab.

  3. Click Edit.

  4. Next to Forward Inventory Data to Platform, deselect the box. This action will prevent your tenant from incorporating newly detected computers. It will not impact any previously discovered computers.

PCS Policies

You can assign precise machine-level policies tailored to match your compliance requirements, ensuring that each asset operates securely and efficiently within your infrastructure. To learn more about assigning machine level policies, see PCS Policies.