Congrats! 🎉 ✨ 🎊
Delinea’s platform will help you take your security program from foundational to exceptional. The below resources and guidance are meant specifically for those of you who were, until recently, using Secret Server Cloud. If you have a question or concern not answered by the below materials, share it in the comments and we’ll find the right resource for you.
Basic navigation
Secret Server Cloud vs Platform: What differences should I expect?
- This quick community demo covers some of the differences you will notice between your old and new experience.
- Platform upgrade: Overview video - this e-learning covers these differences more in depth (cut to minute mark 4:42 for this part).
Finding your way around the platform
- Platform User Interface : Review this e-learning in it’s entirety for a full tutorial of platform navigation.
- Platform interface documentation: A technical write up of the platform’s left hand nav bar.
- Join one of our upcoming Platform Upgrade office hours to raise any questions you may have about the new experience. Find them among all upcoming community events here.
End user experience
End users logging in to the Platform will have a mostly unchanged experience after login, though there are a few differences to login and the basic UI layout.
- Distribute this end user tutorial to your stakeholders as needed.
- If you use or are considering Delinea Credential Manager, this guide may help
Administering and managing the platform
APIs
API usage should now be redirected to leverage the Delinea Platform for authentication, and API tokens generated by Delinea Platform are valid for the existing Secret Server APIs. This means that only the authentication portion of any scripts should be adjusted to use the new methods, but all logic using the token for Secret Server will continue to function and are the intended target for these calls.
User, group and role permission related calls should be transitioned to leverage the Platform services directly. See the following documentation for more information on using Platform APIs.
Managing users, groups, roles, and configuration
These documentation and e-learning resources will help you manage the platform like a pro:
- Authenticate with Platform APIs - Documentation on managing users, groups, roles and configuration
- Manage groups in the platform - Documentation specific to managing groups.
- Mange roles and permissions in the platform - E-learning
- Use and configure Platform authentication - E-learning
- Configure MFA - Documentation (includes authentication profiles, identity policies and more)
Distributed Engine
If you use any features that rely on the Distributed Engine, it should remain enabled and in place. These features include: remote password changing, heartbeat, discovery, proxying, ticket system integrations, and event subscriptions that execute powershell scripts. User synchronization can be disabled in Secret Server unless there is a Resilient Secrets or Disaster Recovery Synchronization configuration in place. In these scenarios, leave User Synchronization enabled.
Here’s a quick FAQ guide about Connector vs. Distributed engine.
Additional resources
Delinea Expert
If you’re encountering a quick how-to question, try the in-platform Delinea Expert tool for quick advice pulled from across our documents library, knowledge base, and website.
To do so, click on the ✨ icon in the upper right of your platform home screen. It will open Delinea expert within your window. Type in your question and be as specific as possible with your prompt. Learn more about Delinea Expert here.
Upgrade office hours
Join the weekly platform upgrade office hours to raise any questions about the new experience with a rotating team of Delinea product management, professional services, and technical experts.