Basic Installation

Prerequisites

ASP.NET Website

Privilege Manager is installed as an ASP.NET website. The setup.exe file will set up the website with the correct permissions and create the settings in IIS.

SQL Server Database

Delinea products require an instance of SQL Server for the database backend and an instance of SQL Server Express will be installed by the setup.exe file, if missing. However, it is strongly recommended to not use SQL Server Express for production environments. SQL Server Express edition is intended for Sandbox and trial environments, Delinea recommends purchasing SQL licensing for use in production environments.

A SQL account is required. If that account has the db_creator role, the installer can create the database during the installation. Alternatively, if the blank database was manually created before running the installer, the SQL account will require db_owner of the database. If using Windows authentication with the database, the SQL account will be the app pool service account.

Privilege Manager On-Premise server software is unable to be installed on SYSTEM databases.

Administrative Access

Throughout the installation process, you will be required to be an administrator to perform most actions. Please ensure that you are logged onto your system with a Windows account that has administrative rights before beginning your install.

Additional Recommendations

  1. Use an SSL certificate for Privilege Manager.
  2. Run Microsoft Update on your server to make sure all components are up to date.

Download the Latest Version of PM Installer

The latest version of Privilege Manager is available for download under the Software Downloads topic. It is recommended to run the downloaded setup.exe file as an administrator.

When installing Privilege Manager against SQL 2022, ensure the SQL Server and SQL Server CEIP services have been set to a startup type of Automatic and not Automatic (Delayed Start). The startup type can be checked under services.msc on the SQL Server.

Running the Installer

  1. Double-click the downloaded setup.exe to run the installer. The installer opens on the Welcome tab:

    Installation Welcome dialog

  2. Verify that the Privilege Manager box is checked.

    Privilege Manager as a standalone product comes with three roles Administrator, Basic User, and Help Desk User roles. Please refer to Application Roles.

  3. On the Database tab you can choose to either install SQL Express or connect to an existing SQL Server. SQL Express requires a internet access for the installer to download the installation package for SQL Express.

    Database

    For production environments Delinea recommends installing a licensed edition of SQL before installing Delinea products. The Express edition is only recommended for trial and sandbox environments.

    • If Internet access is not available a link to download SQL Server Express will be presented to the user. At that point, they are expected to install SQL Server Express and then restart the installer.
    • If Internet Access is available SQL Server Express will be installed.
    • After SQL is installed select Connect to an existing SQL Server.

  4. The Pre-Requisites tab makes sure everything that is required to install Privilege Manager is setup correctly. Everything on this page can be installed outside of the installer, but if not, the installer will install and configure them for the user. Think of this page as the non-Delinea configuration. If there are issues with this page it is very likely that the Internet will be able to help as these are not installation features that are specific to Delinea. Click Fix Issues to automatically install the necessary pre-requisites. When Successful, click Next.

    Pre-Requisites

  5. If you chose the "Connect to an existing SQL Server" option on the Database page, the Database Connection tab will now prompt you for the connection information that Privilege Manager will use. The Test Connection button must be run successfully before installation can continue. Once connection is established, click Next.

    If you are not using a default InstanceName on the SQL Server for the Privilege Manager database, provide the SQLServerName\InstanceName for ServerName or IP.

    Database Connection

    Database Connection

    1. If you choose SQL Server Authentication, next the Account tab will prompt for the server location where your SQL database is currently installed. Provide the Server Name or IP address for your Database server and Authenticate with Administrator SQL credentials. If your Secret Server database does not yet exist when you click "Test Connection" the Installer will create it. When the connection has been tested successfully, click Next.

  6. The Email Server tab opens, here the connection information for the email server can be entered. This is also optional and can be skipped to be configured later in the application by clicking Skip Email. This page will configure email for Privilege Manager.

    Email Server dialog

  7. On the Review tab, most settings are defaulted for a user and they can choose to modify settings at this step. Certain validations will occur on these settings before the install can begin. Click Install to proceed.

    Review

  8. The Install page will show the status from log files as Secret Server and/or Privilege Manager are installed. Installs vary depending on your environment, most installs last between 20-60 minutes.

    Installation

  9. The Log Files tab is available after the applications are installed. The installer provides the link to open a web browser to the product login page. At this point, everything is installed and ready for you to begin using your new Delinea product. If the installation failed or you wish you view the logs from the installation you can click the View Log Files button.

    Log Files

  10. On the Finish tab, when the install has successfully completed, click the provided Privilege Manager URL to navigate directly to your setup landing page or open a browser and navigate to where your Privilege Manager is located, for example: http://localhost/TMS/PrivilegeManager.

    Finish

Delinearecommends to create a back-up copy of the Privilege Manager web application folder after installation or upgrades.

Installing Connectors or the API

Privilege Manager installs the core packages. Once your instance is up and running, use Setup to add connectors for foreign systems or the Privilege Manager Application Programming Interface.

Refer to Upgrades for details about how to access Setup and use the Add / Upgrade Privilege Manager Features option.

Clustering Privilege Manager

To install Privilege Manager in a cluster, follow the steps above to install the application on the primary server. Then follow the Migration Steps to copy the web files to the secondary server and configure the secondary site. Then follow the steps for any additional servers in the cluster.