How to initially configure PINsafe

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Contents

Connecting to PINsafe

This is a very brief set up guide to initially configure PINsafe Software. For further details, refer to the Administration Guide on the PINsafe Administration Console. Each PINsafe instance must be configured separately.

This is described in a little more detail on the Getting Started with PINsafe and there is also a video showing the steps

Connect to the PINsafe server from a web browser

  • Appliances https://<IP Address>:8080/pinsafe
  • Software Installs http://<IP Address>:8080/pinsafe


First Steps in PINsafe

The following steps are required:

  • Login
  • Database set to Internal
  • Mode set to Synchronised
  • Repository Servers create an XML Repository
  • User Administration carry out a User Sync


Login

Enter the default username of admin, then click on Start Session, PINsafe has a default PIN of 1234. Extract the One Time Code, and enter it into the OTC box. The password field should be left blank.

From the example below the OTC is 3527.


PINsafe Admin login example


This will take you to the status page, note the Mode and Active Database


Image:PINsafe 38 status page initial setup.jpg


Set An Internal Database

On the PINsafe Administration Console configure an internal database from Database/General, setting the Database to Internal then apply.


Image:PINsafe 38 Database Internal.jpg


Set Synchronized Mode

On the PINsafe Administration Console set the Mode to Synchronized under Mode/Synchronized


Image:PINsafe 38 mode menu synchronised.jpg


Create an XML Repository

On the PINsafe Administration Console configure an XML Repository under Repository/Servers, enter a Repository Name and select Repository type XML, then click on apply.


Image:PINsafe 38 Repository Servers XML.jpg


Sync Users

On the PINsafe Administration Console under User Administration click on the User Sync button, then click on the user and set a PIN number for the user by clicking on the reset PIN button and entering a new PIN.


Image:PINsafe 38 User Administration complete.jpg


Install the license key

Without a license key you will not be able to sync in more than 5 users. See our Installing a license key guide for assistance with installing a license key.


Checking the Install

Check the status page to ensure that the Mode is Synchronised, Database is Internal and Repository is XML.


Image:PINsafe 38 status page.jpg


Where Next

The next steps are dependant upon the environment PINsafe is deployed in. Data Sources such as Active Directory and Transports will have to be configured for delivering Security Strings and PIN numbers. The following will be of use in configuring PINsafe:

Repository Integration and other guides can be found in the How To Guides

Active Directory Data Sources see AD data source configuration

Security Strings and Authentication overview Transports How To Guide

Transport Integration Guides Transport Configuration

Integration guides can be found under Integration Guides

Also see PINsafe Configuration Best Practices


Troubleshooting

  • Q. On the User Administration screen, I cannot select a repository. I can only see the text "repository_all" where the Repository drop down menu should be.
    • A. Ensure that you have not got the Shipping database selected on the Database -> General screen.
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