Self-service functionality can assist with password resets, recoveries and account unlocks. By using multiple security questions and answers functionality PortalGuard is able to perform all resets directly from the end-user's machine if desired. This also includes Offline Mode, which allows the forgotten password to be shown to roaming users in clear text when they are offline, so as to continue work without returning to the office. Tutorial: http://pg.portalguard.com/self-service_password_reset_tutorial

1. Understanding PortalGuard’s
Centralized Self-service Password Reset:
From the Web and Windows Desktop
Highlighting the Self-service Password Reset Layer of the
PortalGuard Platform

2. By the end of this tutorial you will be able to…
• Define PortalGuard
• Understand the challenges to finding the right self-service tool
• Discover PortalGuard’s Centralized Self-service Password Reset
• See the Step-by-step Authentication Process
• Know the Technical Requirements

3. The PortalGuard software is a Contextual Authentication platform
which is focused on enhancing usability, while maintaining a
balance between security, auditing and compliance for your web,
desktop and mobile applications.
Usability Security
• Single Sign-on • Knowledge-based
• Password Management • Two-factor Authentication
• Password Synchronization • Contextual Authentication
• Self-service Password Reset • Real-time Reports/Alerts

4. Before going into the details…
• Exact same user interface for both the Web and Windows Desktop
• Support roaming - challenge questions stored in central server location
• Password reset from an iPad or mobile phone
• Use two-factor authentication to further verify user’s identity
• Support disconnected/offline users - using password recovery
• PortalGuard supports any LDAP compliant directory
• Encrypted drives are supported
• Tiny footprint on the Windows desktop
• Side-car mode - add self-service functionality to existing login screens
• Verbal Authentication to prove caller’s identity

5. Supporting users can prove taxing…

6. Shopping for the right tool can be challenging…
What are your requirements?
What are your budget and Help Desk costs?
Are the vendors I’m looking at offering up-to-date features?
• Disconnected/Offline user support
• Auditing
• Mobile phone support

7. Self-service password reset is…
The process that a user initiates to prove their identity with
the end goal of resetting their password.
Self-service password recovery is…
The process that a user initiates to prove their identity with
the end goal of obtaining the current password value
without changing it.
+ OTP

8. PortalGuard’s SSPR…
Is flexible and offers a complete solution which has evolved
with industry demands.

9. PortalGuard’s SSPR…
Is flexible and offers a complete solution which has evolved
with industry demands.
• Password Reset
• Password Recovery
• Account Unlock

10. PortalGuard’s SSPR…
Is flexible and offers a complete solution which has evolved
with industry demands.
Disconnected/Offline
Password Recovery

11. PortalGuard’s SSPR…
Is flexible and offers a complete solution which has evolved
with industry demands.
OTP

12. FEATURES

13. General Features:
• Provides password reset, recovery and account unlock
• Disconnected/Offline user support
• Forced user enrollment (optional)
• Integrates with AD, Novell eDirectory or any LDAP-compliant
directories and custom SQL user repositories
• Encrypted hard drive support
• Supports multiple authentication methods
• Email notifications of password resets to both admin and/or user
• Lock-out thresholds
• Mobile browser support

14. Challenge Questions & Answers Features:
• Centralized – challenge information stored on server
• Configurable number of mandatory/optional questions
• Allows import/pre-population of challenge answers
• Prevent repeat answers for multiple challenge questions
• Prevent answers from containing words from the question text
• Answers can be case sensitive
• Configurable minimum length for challenge answers

15. Administrative Features:
• Help Desk Console – provide interface for HD staff
• Verbal Authentication – allows HD staff to authenticate a caller
• Administrator Dashboard

16. Windows Desktop Support:
• Supports Windows versions XP, Vista and Windows 7
• Self-service directly from Ctrl+Alt+Del Windows logon screen

17. • Increased Usability - users are now empowered to self-service
their own needs and maintain productivity
• Increased Security - provides two-factor authentication
• Centralized Solution - same user interface for both the web and
Windows desktop
• No Kiosks - perform all self-service actions directly from the
user’s machine
• No Guest Accounts - all actions are performed from the user’s
primary account
• Reduced Costs – alleviate password-related Help Desk calls and
demands on IT staff
• Flexibility - configurable to the user, group or application levels
• Seamless Integration - use “sidecar” mode to retrofit existing
application login screens

18. HOW IT WORKS

19. PortalGuard provides flexibility…
Allows you to configure whether the enrollment will be forced or able to
be postponed “x” number of times by the user.

20. The Enrollment Process
Step 1: The user attempts to login to a company’s portal as usual.

21. The Enrollment Process
Step 2: In this case, the user has not yet enrolled their challenge
information so PortalGuard automatically displays the enrollment screen
in “sidecar” mode.

22. The Enrollment Process
Step 3: The user is prompted to provide answers to the challenge
questions.

23. The Enrollment Process
Step 4: The process is complete and the user is now enrolled.

24. Step 1:
The user attempts to login to a company’s existing portal but has
forgotten their password. The user then clicks the “Forgot your
password?” link.

25. Step 2:
The user selects from the “Recovery Actions Available” which self-
service action they would like to perform. The user selects the “Reset
Forgotten Password” radio button and clicks “Continue”.

26. Step 3:
The user is then prompted to provide their enrolled answers to the
enrolled challenge questions. Once the user has supplied the answers
they click “Continue”.

27. Step 4:
The user’s identity has been verified and they are able to set a new
password.

28. Configurable through the PortalGuard Configuration Utility:
• Self-service options
available to users
• Authentication types
available for each self-
service action

29. Configurable through the PortalGuard Configuration Utility:
• Enrollment - optional,
required or disabled
• Recovery lockout limit
• Answer complexity
• Number of optional
questions
• Number of mandatory
questions

30. Configurable through the PortalGuard Configuration Utility:
Mobile Phone:
• Enrollment - optional,
required or disabled
• Phone number format
• Delivery format

31. Configurable through the PortalGuard Configuration Utility:
Email:
• Enrollment - optional,
required or disabled
• Domain blacklist
• Email display
• Email format including
From, Subject and
Body fields

32. Configurable through the PortalGuard Configuration Utility:
Notifications:
• Type of self-service
including account
unlock, password
reset and recovery

33. TECHNICAL REQUIREMENTS

34. A MSI is used to install PortalGuard on IIS 6 or 7.x.
This version of PortalGuard supports direct access and authentication
to cloud/browser-based applications, only.
• IBM WebSphere/WebSphere Portal v5.1 or higher
• Microsoft IIS 6.0 or higher
• Microsoft Windows SharePoint Services 3.0 or higher
• Microsoft Office SharePoint Server 2007 or later
• .NET 2.0 framework or later must be installed
• (64-bit OS only) Microsoft Visual C++ 2005 SP1 Redistributable Package (x64)
• Microsoft Windows Server 2000
• Microsoft Windows Server 2003 (32 or 64-bit)
• Microsoft Windows Server 2008 (32 or 64-bit)
• Microsoft Windows Server 2008 R2

35. THANK YOU
For more information visit PortalGuard.com or Contact Us