Gatekeepers

System Administrators can view and manage all Gatekeepers.

Before you add a Gatekeeper, create the customer that will be associated with it. The first Gatekeeper is created as part of the New Customer workflow.

Internal Users can perform Gatekeeper tasks only when their assigned role includes the permissions required for those tasks. Gatekeeper-related permissions include:

• CREATE_GK

• DELETE_GK

• EDIT_GK

• ENABLE_GK_ACCESS

• VIEW_GK

• CONNECT

The actions available in the user interface depend on the Internal User's assigned permissions.

Customers cannot create Gatekeepers. A customer's vendor (A CPAM System Administrator or Permitted User) must create and share the Gatekeeper before the customer can install and register it.

On the Customers menu, click Gatekeepers List to open the Gatekeeper list.

Use the Gatekeeper list to complete the following tasks:

• View Gatekeepers.

• Search for Gatekeepers by customer name or Gatekeeper name.

• Filter Gatekeepers by access status.

• View customer and Gatekeeper details.

• View session status and access status.

The Gatekeeper list includes the following columns:

When access is Disabled, you can click Connect to open the Gatekeeper contact information. Use this information to contact someone at the Gatekeeper site and ask them to enable access.

Gatekeepers are created when you create a customer. The New Customer form prompts you to add the first Gatekeeper for the customer.

To add another Gatekeeper to an existing customer:

1. On the Customers menu, click Customers List.

2. Click the customer name.

   The customer details page opens.

3. In the Gatekeepers section, click Add.

   The New Gatekeeper form opens.

4. Complete the form.

5. Click Save.

   The Gatekeeper appears in the Gatekeepers section.

The New Gatekeeper form includes the following fields:

You can open Gatekeeper details from the Gatekeeper list or the Customer Details page.

To view a Gatekeeper from the Gatekeeper list:

1. On the Customers menu, click Gatekeepers List.

2. Locate the Gatekeeper.

   Use search to find the Gatekeeper by customer name or Gatekeeper name.

3. Click the Gatekeeper name.

   The Gatekeeper details page opens.

To view a Gatekeeper from the customer details page:

1. On the Customers menu, click Customers List.

2. Click the customer name.

3. In the Gatekeepers section, click the Gatekeeper name.

   The Gatekeeper details page opens.

The Gatekeeper details page includes the following tabs:

Gatekeeper Details

Gatekeeper Details displays Gatekeeper configuration, registration, status, access, host, notification, and note information.

Section	Description
Gatekeeper Information	Displays the Gatekeeper name, status, description, Gatekeeper group, department, primary contact, contact phone number, and contact email address.
Registration Information	Displays the Gatekeeper registration code and the Reset Code action.
Gatekeeper Stats	Displays Gatekeeper system details, including release, Java release, available JVM memory, local host name, platform profile, tunnel method, date last connected, available disk space, and local IP address.
Pre-Connection Notification	Displays notifications that users see before they connect to the Gatekeeper. You can add a pre-connection notification from this section.
Notes	Displays notes associated with the Gatekeeper.
Access	Displays the Gatekeeper access expiration setting.
Hosts	Displays the total number of hosts and provides the Add action.

Gatekeeper users are CPAM accounts that customers can use to view access history, manage access permissions, set access schedules, and receive connection notifications.

The following roles are available for Gatekeeper users:

To add a Gatekeeper user:

1. Open the Gatekeeper details page.

2. Click Add Gatekeeper User.

3. Complete the user information.

New users receive an email with account activation instructions.

To modify a Gatekeeper user, go to the Users section on the Gatekeeper details page and click Edit. From the Edit Gatekeeper User page, you can modify the user's name, phone numbers, role, and access. You can also disable and delete the Gatekeeper user.

A Gatekeeper user can have access to several Gatekeepers when the Gatekeepers are associated with the same customer.

You can use the Gatekeeper details page to edit, delete, or move Gatekeepers.

Edit Gatekeeper Settings

To edit Gatekeeper settings:

1. Open the Gatekeeper details page.

2. Click Edit.

3. Modify the Gatekeeper name, description, department, contact information, pre-connection message, Gatekeeper group, or default credential pool.

4. Click Save.

Delete a Gatekeeper

To delete a Gatekeeper:

1. Open the Gatekeeper edit page.

2. Click Delete Gatekeeper.

   A confirmation pop-up specific to your browser opens.

Move a Gatekeeper

You can move one Gatekeeper or all Gatekeepers from one customer to another customer.

To move one Gatekeeper:

1. Open the source customer.

2. Open the Gatekeeper edit page.

3. Click Move Gatekeeper.

4. Choose a destination customer.

5. Review the page that shows the number of Gatekeepers and the source and destination customers.

6. Click Move.

7. Click Confirm.

   The View All Customers page opens.

To Move All Gatekeepers:

1. Open the source customer.

2. Click Move Gatekeepers.

3. Choose a destination customer.

4. Review the page that shows the number of Gatekeepers and the source and destination customers.

5. Click Move.

6. Click Confirm.

   The View All Customers page opens.

CPAM Gatekeepers have built-in services and customizable services that vendors can use to provide support for their customers. Gatekeeper services are features and applications hosted directly on the Gatekeeper. These services grant vendors granular access to customer assets and help customers monitor and log activity within those services.

To view services for a Gatekeeper:

1. Open the Gatekeeper details page.

2. Click Edit Services.

Gatekeeper Built-In Services

All CPAM Gatekeepers have the following built-in services:

• Desktop Sharing Access: Enables vendors to remotely access a customer's desktop.

  For more information, see Services.

• Primary File Transfer Port: Enables vendors to transfer files from their server to the customer's server. For more information, see Services.

Every Gatekeeper connection made by a vendor to a customer's server is monitored by the CPAM server. Monitoring enables customers to view and audit vendor activity in their assets and Gatekeeper-hosted applications.

For information about creating a session and the session types available with your CPAM license, see Sessions.

For information about session history generated by your CPAM server, see History.

A Gatekeeper Admin user is responsible for installing and registering the shared Gatekeeper. Use the registration information supplied with the Gatekeeper to connect it to the server.

If the Gatekeeper list shows Not Registered, the registration code has not yet been entered on the Gatekeeper in the customer network.

Gatekeeper Admin users can set access schedules. Read Only users can view history and toggle Gatekeeper access, but they cannot modify permissions or manage other Gatekeeper users.

Every Gatekeeper connection to the customer's server is monitored. Customers can use this history to view and audit activity in their assets and Gatekeeper-hosted applications.

For information about session history generated by the server, see History.