Working with Credentials

A credential stores logon information (such as username and password) and is often used in combination with connections. By assigning a single credential to multiple connections, you can simplify your credential management and make password changes quick and easy. Credentials also allows you to safely and securely share a connection file without sharing any credentials and using personal credentials (see below under Working with Personal Credentials and a Shared Document).

See also: Credential, About shared documents

Create a Credential

  1. In the Navigation panel, select a folder.
  2. On the Home tab, in the Edit group, click on Add.
  3. Click on Credential in the drop down menu.
  4. Type a name in the Display Name box.
  5. Provide a Username and Password for the credential.
Note

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.

  1. To add the credential and exit the dialog, click OK.
Note

You can optionally configure a Private Key File and Passphrase. Connection types (such as Terminal Connection using the SSH protocol) will support these settings.
If you want to use a credential in one of our browser plugins, you may also provide an URL to the login form and specify Auto Fill mappings.

Assign a Credential to a Connection

  1. In the Navigation panel, select a connection.
  2. On the Home tab, in the Edit group, click on Properties.
  3. In the Credentials property page, click to open the drop down box.
  4. In the Credentials property page, click the Credential drop down box.
  5. Select Use an existing credential from the drop down box.
  6. From the Credential drop down list, select the credential you want to assign to this connection.
Note

Use the Add button to create a credential and use the Edit button to open or change the properties of the selected credential.

  1. To apply the changes and exit the dialog, click OK.

Working with Personal Credentials and a Shared Document

The following example describes how to securely create a shared document for a team in combination with personal credentials.

  1. Create a shared document for the team: on the Home tab, in the File group, click on New.
  2. In the Display Name box, type "Shared Connections" (or any other suitable name).
  3. To exit the dialog, click OK.
  4. Create one or more connections: in the Navigation panel, select a folder.
  5. On the Home tab, in the Edit group, click on Add.
  6. Click on Remote Desktop in the drop down menu.
  7. Setup and configure the connection settings as you need to.
  8. In the connection properties dialog, click Credentials.
  9. In the Credentials property page, click to open the drop down box.
  10. Select Specify a credential name from the drop down box.
  11. Type a credential name of your choice you agreed on with the team. For example: "Server Admin Account".
  12. Click OK to add the connection to the shared document.
    Repeat steps 4 - 12 to add more connections and always use the same credential name.
  13. On the Home tab, in the File group, click on Save. Save the document to share to a central location where all the team members have at least read access (for example a file share).
  14. Create a personal document: on the Home tab, in the File group, click on New
  15. In the Display Name box, type "My Credentials" (or any other suitable name).
Important

The following steps 16 - 18 are optional but strongly recommended.

  1. Click on Security.
  2. Click on Enable Encryption.
  3. Type a strong password or pass phrase in the Password box. Confirm your password in the Confirm box.
  4. To exit the dialog, click OK.
  5. Create your personal credential: In the Navigation panel, select a folder within your personal document.
  6. On the Home tab, in the Edit group, click on Add.
  7. Click on Credential in the drop down menu.
  8. Type "Server Admin Account" in the Display Name box.
Important

The Display Name of this credential must exactly be the same name as the credential name that was specified in the connection configuration (step 9).

  1. Provide the Username and Password for the credential.
  2. To add the credential and exit the dialog, click OK.
  3. On the Home tab, in the File group click on Save. Save the document in one of your personal directories.

Each team member just needs to do steps 14 - 26 and create their own personal document containing a credential with the exact same name as defined in step 11. When both documents (the shared and the personal document) are opened, Royal TS will lookup and resolve the right credential whenever a connection is established.

Note

If a credential is not found or multiple credentials with the same name were found, Royal TS will prompt for a credential.