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Server-based Password Synchronization:
                                          Managing Multiple Passwords

                                      Self-service Password Reset Layer
                                                                          v.3.2-004




PistolStar, Inc. dba PortalGuard
PO Box 1226
Amherst, NH 03031 USA

Phone: 603.547.1200
Fax: 617.674.2727
E-mail: sales@portalguard.com
Website: www.portalguard.com

© 2012, PistolStar, Inc. dba PortalGuard. All Rights Reserved.
Tech Brief — Server-based Password Synchronization



                                      PortalGuard Server-based Password Synchronization:
                                                 Managing Multiple Passwords


                                 Table of Contents

                                 Summary ................................................................................................. 2
                                 The Basics............................................................................................... 2
                                 Password Complexity Challenges............................................................ 2
                                 PortalGuard Server-based Password Synchronization ............................ 3
                                 Features .................................................................................................. 3
                                 Benefits ................................................................................................... 3
                                 How it Works ........................................................................................... 4
                                        Account Linking ............................................................................ 4
                                        Self-service Password Reset Process .......................................... 5
                                 Configuration ........................................................................................... 6
                                 Deployment ........................................................................................... 10
                                 IIS Install................................................................................................ 10
                                 System Requirements ........................................................................... 10
                                 Platform Layers ..................................................................................... 11




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                                                 Page 1
Tech Brief — Server-based Password Synchronization




                                 Summary
                                 A common concern across organizations is that users have too many passwords to man-
                                 age, each with a separate management interface to become familiar with. This creates
                                 user frustration and increased costs around Help Desk and IT support. Enterprise single
                                 sign-on (SSO) is looked at as a solution but for many organizations it proves too costly
                                 and many encounter internal resistance due to security concerns.

                                 Password synchronization is a possible midpoint that can ease user frustrations by ena-
                                 bling access to different systems using the same password and a single interface. This
                                 proves easier to implement than SSO and most solutions can force enrollment and do not
                                 require client-side software.

                                 However, organizations have struggled with forgotten passwords as a sticking point with
                                 password synchronization as each system must be reset independently.

                                 PortalGuard addresses these challenges by providing a cost-effective, flexible approach to
                                 server-based password synchronization plus self-service password reset allowing users to
                                 easily manage passwords for multiple systems from a single, consistent interface.


                                 The Basics
                                 The process of password synchronization correlates the passwords for multiple user ac-
                                 counts, enabling users to authenticate to all systems leveraging a single password. Since
                                 only one password needs to be remembered, overall system security can now be in-
                                 creased by enforcing stronger password policies such as more frequent expiration.


                                 Password Complexity Challenges
                                 Password complexity rules often differ from system to system. These differences are a
                                 common hurdle when implementing password synchronization since a password that is
                                 acceptable on one system may be rejected by another thus preventing password synchro-
                                 nization altogether. This can be a difficult problem to troubleshoot as it may only occur for
                                 a small subset of user-chosen passwords. Identifying password complexity rules for all
                                 systems that will be included in the synchronization process is a critical first step to mitigat-
                                 ing this challenge.

                                 After identification, a typical response to this issue may be to change the password rules
                                 on one or more systems to reach a common set that can be enforced for each. This ap-
                                 proach can often be impeded by potential compliance issues or trepidation that the change
                                 may cause other unforeseen maintenance issues (e.g. legacy service or embedded ac-
                                 counts). Alignment of password policies across systems may not even be technically fea-
                                 sible if the systems do not support a common set of enforceable password rules. As an
                                 example, Microsoft Active Directory cannot natively enforce a maximum password length
                                 or prevent new passwords from containing specific characters. IBM System i servers typi-
                                 cally have a maximum password length of 10 and can only accept letters, numbers and
                                 the ‘$’, ‘@’, ‘#’ and ‘_’ characters in new passwords. AD and System i server password
                                 policies cannot be aligned natively because they only support incompatible proprietary
                                 password complexity rules.




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                          Page 2
Tech Brief — Server-based Password Synchronization




                                 PortalGuard helps reconcile these problems by enforcing a consistent set of password
                                 rules that are always enforced when a password is changed or reset through it. By config-
                                 uring the PortalGuard policies such that they will only allow new passwords that comply
                                 with all included systems, password synchronization will not be prevented due to pass-
                                 word policy rules.


                                 PortalGuard Server-based Password Synchronization
                                 PortalGuard offers a comprehensive password synchronization solution which supports
                                 Microsoft Active Directory, Novell eDirectory, IBM System i, any LDAP v3-compliant direc-
                                 tory and custom SQL user tables. Beyond being easy to implement and forcing user en-
                                 rollment, PortalGuard enables self-service password reset, recovery and account unlock to
                                 manage forgotten passwords.

                                 Users can now be allowed to reset forgotten passwords from one place, including the Win-
                                 dows logon screen, corporate web portal login or a stand-alone website. When performing
                                 resets across all systems, PortalGuard passes the password change down to all linked
                                 accounts in real-time.

                                 PortalGuard also has an optional component for further Active Directory integration. This
                                 Active Directory Password Filter can prevent users from setting domain passwords native-
                                 ly through the Ctrl-Alt-Del Windows Password Change process that do not comply with
                                 custom rules that AD itself cannot enforce. This ensures that what may be the most com-
                                 mon interface for changing user passwords will comply with the necessary rules for pass-
                                 word synchronization to occur seamlessly


                                 Features

                                  Ability to link a user’s primary account (e.g. Active Directory) to accounts on multiple
                                   systems/directories
                                  All password changes, resets and account unlocks through PortalGuard flow to all linked
                                   systems in real-time
                                  Align password complexity rules to reduce barriers to password propagation across sys-
                                   tems
                                  The requirement to link to accounts is policy driven which can be specific to the user,
                                   group or password repository
                                  Account linking can be enforced or made optional - enforcement points include website
                                   login and Windows desktop login
                                  Supported user account repositories include:
                                           Microsoft Active Directory
                                           Novell eDirectory
                                           And LDAP v3-compliant directory
                                           IBM System i
                                           Custom SQL user tables


                                 Benefits

                                  Password Synchronization - eliminates the need for users to remember different pass-
                                   words for each system/directory
                                  Ease of Use - the user can manage passwords for multiple systems from a single, con-
                                   sistent interface


© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                    Page 3
Tech Brief — Server-based Password Synchronization




                                  Self-service - accounts can be unlocked and passwords can be reset from one place,
                                   including the Windows login screen, a corporate web portal login or a stand-alone web-
                                   site
                                  Seamless Integration with existing website logon pages using PortalGuard in “Sidecar”
                                   mode
                                  Lower Costs - reduces password-related Help Desk calls and required IT support
                                  Increased Productivity and user adoption for new services/websites


                                 How it Works

                                 Account Linking

                                 Step 1: The user logs into a Windows workstation or an existing internal website. Portal-
                                 Guard is notified of the logon and checks its policies to see if the user:
                                           Is required to link to an account in another directory, and
                                           If they have yet to do so
                                 If both conditions are true, PortalGuard will prompt the user to enter a username in the
                                 secondary directory and the current password for that account. The user must know the
                                 account’s current password to link it to their primary account.




                                 Step 2: Once the user provides the correct password, the secondary account password
                                 will be immediately synchronized with the primary if necessary.




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                     Page 4
Tech Brief — Server-based Password Synchronization




                                 Self-service Password Reset Process

                                 Step 1: The user has forgotten their password and clicks “Forgot Password?” link on the
                                 Windows logon screen or website logon page.


                                      Windows 7 Desktop Support                            Windows XP Desktop Support




                                 Step 2: The user chooses to reset their forgotten password and proves their identity by
                                 correctly answering a series of challenge questions and/or entering a One-time Password
                                 (OTP) sent to their mobile phone or email.



                                               Challenge Questions and Answers




                                                                                               One-time Password (OTP)




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                      Page 5
Tech Brief — Server-based Password Synchronization




                                 Step 3: The user enters a new password that satisfies all linked account systems. The
                                 PortalGuard server resets all linked accounts to use this password and unlocks the ac-
                                 count as well.




                                 Step 4: Immediate feedback is given to the user that the password reset was successful
                                 on all linked accounts. The user is now able to login to all linked systems with the new
                                 password.




                                 Configuration
                                 NOTE: All the following settings are policy specific, so you can have different values for
                                 different users/group/hierarchies.

                                           Configurable through the PortalGuard Configuration Utility:

                                           Password Synchronization
                                            Linked Repositories




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                       Page 6
Tech Brief — Server-based Password Synchronization




                                           Password Policies:
                                            Minimum length
                                            Maximum length
                                            Minimum lowercase characters
                                            Minimum uppercase characters
                                            Minimum numeric characters
                                            Minimum non-alphanumeric characters
                                            Enforce Active Directory complexity (3 out of 4 character classes)
                                            Password rule grouping (subsets)
                                            Use of a visual password strength meter
                                            Password history
                                            Prevention of passwords containing dictionary words
                                            Use of regular expression for custom rules




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                       Page 7
Tech Brief — Server-based Password Synchronization




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                          Page 8
Tech Brief — Server-based Password Synchronization




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                          Page 9
Tech Brief — Server-based Password Synchronization




                                 Deployment
                                 Implementation of the PortalGuard platform is seamless and requires no changes to Active
                                 Directory/LDAP schema. A server-side software installation is required on at least one IIS
                                 server on the network.

                                 To enforce account linking on Windows workstations, the PortalGuard Desktop must be
                                 deployed. This is done using a standard MSI which can be pushed out silently. To enforce
                                 account linking on an existing website login, PortalGuard Sidecar mode must be integrat-
                                 ed.

                                 To enforce custom password complexity rules for native Ctrl+Alt+Del Windows password
                                 changes, the Active Directory Password Filter must be installed on all Active Directory do-
                                 main controllers. This is also packaged as a MSI for easier deployment. This component is
                                 compatible with all versions of Windows Server and has separate MSIs for either 32-bit or
                                 64-bit architectures.


                                 IIS Installation
                                 A MSI is used to install PortalGuard on IIS 6 or 7.x. If installing PortalGuard on IIS 7.x/
                                 Windows Server 2008, make sure to have installed the following feature roles prior to
                                 launching the MSI:

                                 1. All the Web Server Management Tools role services
                                 2. All the Application Development role services
                                 3. All IIS 6 Management Compatibility role services

                                 The MSI is a wizard-based install which will quickly guide you through the installation.


                                 System Requirements
                                 This version of PortalGuard supports direct access and authentication to cloud/browser-
                                 based applications, only.

                                 PortalGuard can be installed directly on the following web servers:

                                            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

                                 PortalGuard can link the following accounts for password synchronization:

                                              Microsoft Active Directory - Windows 2000 Active Directory domain or later
                                              Novell eDirectory 8.7 or later
                                              IBM System i - V5R2 or later
                                              Any LDAP v3-compliant directory
                                              Custom SQL user tables




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                         Page 10
Tech Brief — Server-based Password Synchronization




                                 The PortalGuard Web server also has the following requirements on Windows operating
                                 systems:

                                            .NET 2.0 framework or later must be installed
                                            (64-bit OS only) Microsoft Visual C++ 2005 SP1 Redistributable Package (x64)

                                 PortalGuard is fully supported for installation on virtual machines. Furthermore, Portal-
                                 Guard can currently be installed on the following platforms:

                                            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

                                 PortalGuard works with Windows Terminal Services on Win2003 servers and Remote
                                 Desktop Services on Win2008 servers.

                                 If you have a platform not listed here, please contact us at sales@portalguard.com to see
                                 if we have recently added support for your platform.


                                 Platform Layers
                                 Beyond password synchronization, PortalGuard is a flexible authentication platform with
                                 multiple layers of available functionality to help you achieve your authentication goals
                                 (visual on pg.12):

                                              Contextual Authentication
                                              Tokenless Two-factor Authentication
                                              Real-time Reports / Alerts
                                              Knowledge-based
                                              Password Management
                                              Self-service Password Reset
                                              Single Sign-on




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                                       Page 11
Tech Brief — Server-based Password Synchronization




                                                                 ###




© 2012, PistolStar, Inc. dba PortalGuard All rights reserved.                                          Page 12

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Password Synchronization

  • 1. Server-based Password Synchronization: Managing Multiple Passwords Self-service Password Reset Layer v.3.2-004 PistolStar, Inc. dba PortalGuard PO Box 1226 Amherst, NH 03031 USA Phone: 603.547.1200 Fax: 617.674.2727 E-mail: sales@portalguard.com Website: www.portalguard.com © 2012, PistolStar, Inc. dba PortalGuard. All Rights Reserved.
  • 2. Tech Brief — Server-based Password Synchronization PortalGuard Server-based Password Synchronization: Managing Multiple Passwords Table of Contents Summary ................................................................................................. 2 The Basics............................................................................................... 2 Password Complexity Challenges............................................................ 2 PortalGuard Server-based Password Synchronization ............................ 3 Features .................................................................................................. 3 Benefits ................................................................................................... 3 How it Works ........................................................................................... 4 Account Linking ............................................................................ 4 Self-service Password Reset Process .......................................... 5 Configuration ........................................................................................... 6 Deployment ........................................................................................... 10 IIS Install................................................................................................ 10 System Requirements ........................................................................... 10 Platform Layers ..................................................................................... 11 © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 1
  • 3. Tech Brief — Server-based Password Synchronization Summary A common concern across organizations is that users have too many passwords to man- age, each with a separate management interface to become familiar with. This creates user frustration and increased costs around Help Desk and IT support. Enterprise single sign-on (SSO) is looked at as a solution but for many organizations it proves too costly and many encounter internal resistance due to security concerns. Password synchronization is a possible midpoint that can ease user frustrations by ena- bling access to different systems using the same password and a single interface. This proves easier to implement than SSO and most solutions can force enrollment and do not require client-side software. However, organizations have struggled with forgotten passwords as a sticking point with password synchronization as each system must be reset independently. PortalGuard addresses these challenges by providing a cost-effective, flexible approach to server-based password synchronization plus self-service password reset allowing users to easily manage passwords for multiple systems from a single, consistent interface. The Basics The process of password synchronization correlates the passwords for multiple user ac- counts, enabling users to authenticate to all systems leveraging a single password. Since only one password needs to be remembered, overall system security can now be in- creased by enforcing stronger password policies such as more frequent expiration. Password Complexity Challenges Password complexity rules often differ from system to system. These differences are a common hurdle when implementing password synchronization since a password that is acceptable on one system may be rejected by another thus preventing password synchro- nization altogether. This can be a difficult problem to troubleshoot as it may only occur for a small subset of user-chosen passwords. Identifying password complexity rules for all systems that will be included in the synchronization process is a critical first step to mitigat- ing this challenge. After identification, a typical response to this issue may be to change the password rules on one or more systems to reach a common set that can be enforced for each. This ap- proach can often be impeded by potential compliance issues or trepidation that the change may cause other unforeseen maintenance issues (e.g. legacy service or embedded ac- counts). Alignment of password policies across systems may not even be technically fea- sible if the systems do not support a common set of enforceable password rules. As an example, Microsoft Active Directory cannot natively enforce a maximum password length or prevent new passwords from containing specific characters. IBM System i servers typi- cally have a maximum password length of 10 and can only accept letters, numbers and the ‘$’, ‘@’, ‘#’ and ‘_’ characters in new passwords. AD and System i server password policies cannot be aligned natively because they only support incompatible proprietary password complexity rules. © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 2
  • 4. Tech Brief — Server-based Password Synchronization PortalGuard helps reconcile these problems by enforcing a consistent set of password rules that are always enforced when a password is changed or reset through it. By config- uring the PortalGuard policies such that they will only allow new passwords that comply with all included systems, password synchronization will not be prevented due to pass- word policy rules. PortalGuard Server-based Password Synchronization PortalGuard offers a comprehensive password synchronization solution which supports Microsoft Active Directory, Novell eDirectory, IBM System i, any LDAP v3-compliant direc- tory and custom SQL user tables. Beyond being easy to implement and forcing user en- rollment, PortalGuard enables self-service password reset, recovery and account unlock to manage forgotten passwords. Users can now be allowed to reset forgotten passwords from one place, including the Win- dows logon screen, corporate web portal login or a stand-alone website. When performing resets across all systems, PortalGuard passes the password change down to all linked accounts in real-time. PortalGuard also has an optional component for further Active Directory integration. This Active Directory Password Filter can prevent users from setting domain passwords native- ly through the Ctrl-Alt-Del Windows Password Change process that do not comply with custom rules that AD itself cannot enforce. This ensures that what may be the most com- mon interface for changing user passwords will comply with the necessary rules for pass- word synchronization to occur seamlessly Features  Ability to link a user’s primary account (e.g. Active Directory) to accounts on multiple systems/directories  All password changes, resets and account unlocks through PortalGuard flow to all linked systems in real-time  Align password complexity rules to reduce barriers to password propagation across sys- tems  The requirement to link to accounts is policy driven which can be specific to the user, group or password repository  Account linking can be enforced or made optional - enforcement points include website login and Windows desktop login  Supported user account repositories include:  Microsoft Active Directory  Novell eDirectory  And LDAP v3-compliant directory  IBM System i  Custom SQL user tables Benefits  Password Synchronization - eliminates the need for users to remember different pass- words for each system/directory  Ease of Use - the user can manage passwords for multiple systems from a single, con- sistent interface © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 3
  • 5. Tech Brief — Server-based Password Synchronization  Self-service - accounts can be unlocked and passwords can be reset from one place, including the Windows login screen, a corporate web portal login or a stand-alone web- site  Seamless Integration with existing website logon pages using PortalGuard in “Sidecar” mode  Lower Costs - reduces password-related Help Desk calls and required IT support  Increased Productivity and user adoption for new services/websites How it Works Account Linking Step 1: The user logs into a Windows workstation or an existing internal website. Portal- Guard is notified of the logon and checks its policies to see if the user:  Is required to link to an account in another directory, and  If they have yet to do so If both conditions are true, PortalGuard will prompt the user to enter a username in the secondary directory and the current password for that account. The user must know the account’s current password to link it to their primary account. Step 2: Once the user provides the correct password, the secondary account password will be immediately synchronized with the primary if necessary. © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 4
  • 6. Tech Brief — Server-based Password Synchronization Self-service Password Reset Process Step 1: The user has forgotten their password and clicks “Forgot Password?” link on the Windows logon screen or website logon page. Windows 7 Desktop Support Windows XP Desktop Support Step 2: The user chooses to reset their forgotten password and proves their identity by correctly answering a series of challenge questions and/or entering a One-time Password (OTP) sent to their mobile phone or email. Challenge Questions and Answers One-time Password (OTP) © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 5
  • 7. Tech Brief — Server-based Password Synchronization Step 3: The user enters a new password that satisfies all linked account systems. The PortalGuard server resets all linked accounts to use this password and unlocks the ac- count as well. Step 4: Immediate feedback is given to the user that the password reset was successful on all linked accounts. The user is now able to login to all linked systems with the new password. Configuration NOTE: All the following settings are policy specific, so you can have different values for different users/group/hierarchies. Configurable through the PortalGuard Configuration Utility: Password Synchronization  Linked Repositories © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 6
  • 8. Tech Brief — Server-based Password Synchronization Password Policies:  Minimum length  Maximum length  Minimum lowercase characters  Minimum uppercase characters  Minimum numeric characters  Minimum non-alphanumeric characters  Enforce Active Directory complexity (3 out of 4 character classes)  Password rule grouping (subsets)  Use of a visual password strength meter  Password history  Prevention of passwords containing dictionary words  Use of regular expression for custom rules © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 7
  • 9. Tech Brief — Server-based Password Synchronization © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 8
  • 10. Tech Brief — Server-based Password Synchronization © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 9
  • 11. Tech Brief — Server-based Password Synchronization Deployment Implementation of the PortalGuard platform is seamless and requires no changes to Active Directory/LDAP schema. A server-side software installation is required on at least one IIS server on the network. To enforce account linking on Windows workstations, the PortalGuard Desktop must be deployed. This is done using a standard MSI which can be pushed out silently. To enforce account linking on an existing website login, PortalGuard Sidecar mode must be integrat- ed. To enforce custom password complexity rules for native Ctrl+Alt+Del Windows password changes, the Active Directory Password Filter must be installed on all Active Directory do- main controllers. This is also packaged as a MSI for easier deployment. This component is compatible with all versions of Windows Server and has separate MSIs for either 32-bit or 64-bit architectures. IIS Installation A MSI is used to install PortalGuard on IIS 6 or 7.x. If installing PortalGuard on IIS 7.x/ Windows Server 2008, make sure to have installed the following feature roles prior to launching the MSI: 1. All the Web Server Management Tools role services 2. All the Application Development role services 3. All IIS 6 Management Compatibility role services The MSI is a wizard-based install which will quickly guide you through the installation. System Requirements This version of PortalGuard supports direct access and authentication to cloud/browser- based applications, only. PortalGuard can be installed directly on the following web servers:  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 PortalGuard can link the following accounts for password synchronization:  Microsoft Active Directory - Windows 2000 Active Directory domain or later  Novell eDirectory 8.7 or later  IBM System i - V5R2 or later  Any LDAP v3-compliant directory  Custom SQL user tables © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 10
  • 12. Tech Brief — Server-based Password Synchronization The PortalGuard Web server also has the following requirements on Windows operating systems:  .NET 2.0 framework or later must be installed  (64-bit OS only) Microsoft Visual C++ 2005 SP1 Redistributable Package (x64) PortalGuard is fully supported for installation on virtual machines. Furthermore, Portal- Guard can currently be installed on the following platforms:  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 PortalGuard works with Windows Terminal Services on Win2003 servers and Remote Desktop Services on Win2008 servers. If you have a platform not listed here, please contact us at sales@portalguard.com to see if we have recently added support for your platform. Platform Layers Beyond password synchronization, PortalGuard is a flexible authentication platform with multiple layers of available functionality to help you achieve your authentication goals (visual on pg.12):  Contextual Authentication  Tokenless Two-factor Authentication  Real-time Reports / Alerts  Knowledge-based  Password Management  Self-service Password Reset  Single Sign-on © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 11
  • 13. Tech Brief — Server-based Password Synchronization ### © 2012, PistolStar, Inc. dba PortalGuard All rights reserved. Page 12