Credentials are used to store username and password in a secure manner. By using and assigning credentials to connections, you can easily share your connections document while having all your credentials stored in a separate, private document.
Usage of Credentials
- Assign credentials to connections by name instead of configuring connections to use username and password. This allows easy and secure file sharing in teams as no credentials are stored with the connections.
- Simply store username and password in credential objects to quickly and easily access them using the Navigation or Credentials panel.
- Use credentials in our Web Browser Extensions to automatically log on to web sites.
You can create credentials in any documents, including the Application document. It's strongly recommended to encrypt and password protect your document as soon as you create a credential with a password in it.
The Credential Properties dialog is shown:
- for a new credential by clicking the Credential menu item in the Add drop down menu in the Edit group on the Home ribbon tab.
- for an existing credential by selecting a credential and clicking on the Properties command in the Edit group on the Home ribbon tab.
- as a bulk-edit dialog when multiple credentials were selected in the Folder / Document Dashboard and the Properties command in the Edit group on the Home ribbon tab is clicked.
See also: Bulk Operations
Assigning credentials to connections using the name is recommended when a team of users share the same configuration file. Each user can define a credential with the same name in his own personal and protected document.
This makes sharing files across team members very easy while keeping credentials safe.
See Working with Personal Credentials in a Shared Document for more information.
Display Name (required)
Enter a display name for object.
Click the color picker button in the display name text box to select a color. In the User Interface settings you can configure to show the color in the navigation tree, the connection tab or as connection border.
Click the icon picker button next in the display name text box to select and assign a custom icon to the object.
Enter the username for the credential. For domain accounts use the "domain\username" syntax.
Enter the password for the credential.
Enter a description for the object.
Private Key File
The Private Key File tab page allows you to configure a path to a private key file and a passphrase. These settings are optional and only used by connection types supporting these settings (Terminal connections using SSH protocol, for example).
Private Key File
The path to the private key file.
The passphrase used for the private key file.
The Auto Fill page allows you to configure automatic form submission for web pages in Royal TS using Web Page connections or using the Royal Passwords browser plugins.
URL (only visible for Credential objects)
You can provide a web page address where this credential should be used.
A list of HTML INPUT elements found on the web page which can be used to fill out and submit login forms. Select the element to fill, focus or click from the list.
You can also specify a jQuery selector in the Elements combo box.
Click to refresh the list of available HTML elements.
- Fill: allows you to map a value from the credential (such as username or password) to the selected HTML INPUT element.
- Click: allows you to perform a click on the selected HTML INPUT element (such as Login or Submit button).
- Focus: allows you to set the keyboard focus to the selected HTML INPUT element.
Specify a value to map to the selected HTML INPUT element. Use the fly-out button to select replacement tokens to fill in values from the credential object.
Do not enter credentials directly in the auto fill page. Use credentials or credential-assignments and the fly-out button on the right to insert replacement tokens (such as \(EffectiveUsername\), \(EffectivePasswords\), etc.).
Adds the selected element, type and value to the mappings list.
Removes the selected element, type and value from the mappings list.
Delay (in ms)
Specify the delay in milliseconds before auto fill is executed.
Retry until success
If checked, Royal TS will retry to fill forms in subsequent requests until the auto fill is successful. This setting can be useful when a web page redirects to the login page.
The Notes page allows you to enter notes for the selected object with HTML formatting, links and embedded images. You can also configure the notes to be inherited from the parent folder.
Use Notes from the parent folder
When selected, Royal TS will display the notes from the parent folder in the notes panel. This option is not available on the document level.
To embed images, drag them into the editor using drag & drop.
The Custom Properties page allows you to enter and store additional information for the object. Various data formats are available, including protected fields. You can also group properties by using Header.
Inherit from Parent
When checked, the properties configured on the parent folder are shown but are read-only.
Use the '+' icon to add a header or a Field or multiple fields based on a template. Click on the label to name the field and enter a value. Click the 'Gear' icon to remove a field or header. The 'Gear' icon also shows additional options, like moving a field up or down.
The Custom Fields page allows you to enter and store additional information for the object. Custom fields can be used in tasks and templates to inject values from the context connection.
Standard custom fields are also shown in the folder dashboard views and in the properties panel. Protected custom fields can be used to store confidential data (for example when you need an additional password in a task). If you make use of protected custom fields, make sure you encrypt and password protect your document.
Custom fields can be used in Tasks and in the Properties Panel. You can put web page URLs (like an iLO management address) or command lines (such as programs or batch files) in the custom fields and execute them using tasks or directly from the properties panel. Each individual custom field can also be configured to be inherited from the parent folder.
The Parent Folder page allows you to view or change the parent folder of the selected object. To move multiple objects to another folder use the parent folder page in bulk-edit mode or use the move to command from the Edit tab (see Working with Connections).