Manager

Introduction

The credential manager stores passwords, usernames, and other sensitive information in encrypted form. This ensures that the data is not accessible to unauthorized users.

The Credential Vault is a central location where passwords and other sensitive data are kept as credentials. It also allows administrative access to the credentials, allowing them to be changed or updated as needed.

The credentials are encrypted and saved in a secure database to maintain security protocols. For instance, if the robot executes a specific task by accessing a web page, tool, application, etc. Or log into an external client domain, the access credentials must always be kept secure.

These credentials are uploaded and stored in the Credential Manager.  This module can be accessed inside a project. It reduces the need to hardcode credentials within workflows, minimizing security risks associated with exposed credentials.

Use cases

Below are the use cases where the “Credential Manager” can be used to automate:
1. Web and Desktop Applications: The bots which has been deployed to automate on the websites and desktop applications using the “Username” and “Password” frequently, can be secured and encrypted through “Credential Management.”
2. Cloud Platforms: For cloud platforms like Azure or AWS, where secure access keys are needed, “Credential Manager” securely stores these keys, allowing bots to manage cloud resources.
3. Database Access: When automating bots that involve accessing databases, “Credential Manager” securely stores database credentials, ensuring secure interaction with the database systems.

Example

Using web form method:

1. Click on “Projects” from the left-hand side menu bar.
2. Add a “new project” or click on “Go” from an existing project.
3. This navigates to the “Command Center.”
4. Click on “Credential Manager” from the left-hand side menu bar.
5. Now click on “Click here to configure,” to add the credentials if your project has not yet configured the “Credential vault”.
a. If the project has already configured the “Credential Manager”, it will be navigated to the “Credential Vault” page.
6. Click on “Add” from the right-hand side top corner, to start adding the credentials.
7. Choose the “Upload type” as “WebForm” as we are going to add a single credential for the application.
a. Mention the application name and title for which the credentials has to be set.
b. The field ID and domain field are not mandatory.
c. Mention the username and password to be set for the above-mentioned application.
d. Select the “Number of days” the credential needs to be expired from the “Credential expired In” drop-down.
8. Click on Save.
9. Once saved, the vault key is enabled, which can be copied by just clicking on it.

Using Excel upload method:

1. Click on “Projects” from the left-hand side menu bar.
2. Add a “new project” or click on “Go” from an existing project.
3. This navigates to the “Command Center.”
4. Click on “Credential Manager” from the left-hand side menu bar.
5. Now click on “Click here to configure,” to add the credentials if your project has not yet configured the “Credential vault”.
    a. If the project has already configured the “Credential Manager”, it will be navigated to the “Credential Vault” page.
6. Click on “Add” from the right-hand side top corner, to start adding the credentials.
7. Choose the “Upload type” as “Excel upload” since we are going to add multiple credentials for the application under the same project.
   a. Download the “Sample template” available in the “Add screen”  and enter all the required credentials in the same format.
8. Save the file and then click on “Choose file” from the add screen.
9. Choose the file in which the details are entered and then click on “ok.”
10. Then click on “save” from the add screen.
11. Now the credentials for all the users in the excel file are added.
12. Once saved, the vault key is enabled, which can be copied by just clicking on it. 

Reactivating the Expired Credential

The “Credentials” will be based on the days which they have provided at the time of the creating the credentials. Once the credentials have expired, the credentials cannot be extracted through activity, and it throws an exception. To re-activate the expired credential, follow the below steps.

1. Login to the “RobilityManager” portal.
2. Select the “Tenant” against which the “Project” has been configured.
3. Choose the “Projects” and click on “Go” against which the credentials have expired.
4. Select the “Credential Manager” from the Menu.
5. Navigate to the “Expired Credential” and click on the “Edit” option.
a. You need to update the “Credential Expired In” days from the drop-down.
b. Choose the “number of days” and click on “Update” button”.
6. The Credentials will be updated and re-activated.