12.3 Managing Credentials Resources

Credentials resources allow you to track the authentication credentials that are needed to log in as administrator to the related location:

  • Windows Domain

  • Workload

  • Target host

  • Migration server

Credentials resources facilitate authentication for the associated components, but only top-level administrators who create them know the various user names and passwords. The passwords are stored securely in the PlateSpin Transformation Manager database.

You can use the Credentials page to create, manage, view, and delete the credentials resources for the target workloads in your transformation project. Credentials do not apply to source workloads.

12.3.1 About Credentials Resources

The Credentials resource allows you to track the following information for authentication credentials:

Name: Specify a name for the credentials resource that is unique to your transformation project. The name must begin with a letter or number. It can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.

Organization: Select the parent organization for the project.

Project: Select the parent project for the credential.

Description: (Optional) Specify a brief description of the credential. This text appears by default in the Credentials list.

Username: Specify a user name to use for the credential.

Password: Specify the password for the user name.

Confirm: Re-type the password.

NOTE:Credentials resource settings are not integrated with your directory password management system. If the password changes in your network environment, you must manually update the password stored for the resource.

12.3.2 Viewing Credentials

All roles for a project can view the credentials information. The password for the user name is always obscured.

  1. In the Web Interface toolbar, select Resources, then select the Credentials tab.

    You can also view credentials for a single project in the Associations area of the Edit Project dialog. Select Planning > Projects, double-click the project. In the Edit Project dialog under Associations, select the Resources tab, then select Credentials.

  2. On the Credentials tab, view the list of resources.

  3. Select a credentials resource, then click View (or double-click the resource) to view the following settings for the resource:

    • Name

    • Organization

    • Project

    • Description

    • Username

    • Password

    • Confirm Password

  4. (Optional) Filter entries in the Credentials list using the Search field to show only the resource pools of interest. Type a sequence of characters in the Search area to initiate filtering. The filter applies as you type. You can filter on information in any one of the columns at a time.

  5. (Optional) Sort entries by the values in a column. Mouse over the column to expose the menu option, click it, then select Sort Ascending or Sort Descending.

12.3.3 Creating Credentials

You can use the Credentials page to create Credentials resources for the target transformation environment of a project.

  1. In the Web Interface toolbar, select Resources.

  2. Select the Credentials tab.

  3. Click Create to open the Create Credential dialog.

  4. Specify the following information for the Credentials resource:

    • Name

    • Organization

    • Project

    • Description

    • Username

    • Password

    • Confirm Password

  5. Click Save to create the Credentials resource.

  6. Click Close to exit the dialog.

12.3.4 Associating Credentials with Machines

After you create Credentials resources for a project, you can associate them with workloads, hosts, or migration servers, as appropriate.

Associating Credentials and Workloads

After you create credentials resources for a project, you can associate them with workloads.

  1. In the Web Interface toolbar, select Planning.

  2. Select the Workloads tab.

  3. Select the workload, then click Edit. You can alternatively double-click the workload of interest.

  4. On the Workload dialog in the Workload panel, click Edit.

  5. From the Admin Credentials drop-down list, select the credentials resource that you want to assign to the target workload.

  6. (Windows workloads) In a Domain, select Domain under Windows Settings, specify the domain name, then select the credential to use for the domain in the Domain Credential drop-down list.

  7. (Optional) Modify other Workload information as appropriate.

  8. Click Save, then click Close.

  9. Click Close to exit the Workload dialog.

Associating Credentials and Hosts

After you create credentials resources for a project, you can associate them with host resources.

  1. In the Web Interface toolbar, select Resources.

  2. Select the Hosts tab.

  3. Select the host, then click Edit. You can alternatively double-click the host of interest.

  4. From the Credential drop-down list, select the credentials resource that you want to assign to the target host.

  5. (Optional) Modify other Host information as appropriate.

  6. Click Save.

  7. Click Close to exit the dialog.

Associating Credentials and Migration Servers

After you create credentials resources for a project, you can associate them with migration servers.

  1. In the Web Interface toolbar, select Resources.

  2. Select the Migration Servers tab.

  3. Select the migration server, then click Edit. You can alternatively double-click the migration server of interest.

  4. From the Credential drop-down list, select the credentials resource that you want to assign to the target migration server.

  5. (Optional) Modify other Migration Server information as appropriate.

  6. Click Save.

  7. Click Close to exit the dialog.

12.3.5 Editing Credentials

You can use the Credentials page to edit a Credentials resource for the target transformation environment of a project. For example, you might need to modify the user name and password assigned to the credential, or change the password for the existing user name.

  1. In the Web Interface toolbar, select Resources.

  2. Select the Credentials tab.

  3. In the Credentials list, select the credential, then click Edit (or double-click the credential) to open the Edit Credential dialog.

  4. Modify any of the following information for the Credentials resource:

    • Name

    • Organization

    • Project

    • Description

    • Username

    • Password

    • Confirm Password

  5. Click Save to update the Credentials resource.

  6. Click Close to exit the dialog.

12.3.6 Deleting Credentials

You can use the Credentials page to delete a credentials resource for the target transformation environment of a project.

NOTE:If you delete a resource, it automatically removes the associations for the resource, including those assigned to workloads that are in progress and completed. If the same associations apply, consider whether it is more appropriate to edit the resource name and its username and password.

  1. In the Web Interface toolbar, select Resources.

  2. Select the Credentials tab.

  3. View the list of credentials resources.

  4. Select the appropriate credential, click Delete, then click Yes to confirm the deletion.

  5. Click Close to exit the dialog.