Setup Task Checklist for Phone Password Manager
Setting up Phone Password Manager can be a simple process, but it can become complicated if steps are skipped or performed incorrectly.
The success of your Phone Password Manager project depends largely on the proper set up and configuration of your PBX system. Bravura Security strongly recommends that you involve an in-house expert, or hire an outside consultant, to set up your system.
Use this checklist as a guide to ensure that you complete each step:
Configure the interactive voice response (IVR) backend:
If using Asterisk® :
If using VoIP Software:
If using voice boards:
Review the IVR server requirements and designate a machine .
Calculate the number and size of voice boards that you will require .
Select and purchase the voice board that best suits your needs .
It is important to select a board that has voice capabilities and is compatible with your existing telephony infrastructure.
Have a phone technician assign additional phone lines if required .
It is important that the phone lines match the type of voice board that you will be using (analog vs. digital).
Install the voice boards, drivers, and System Release software .
Test your system to ensure that it is functioning correctly and that the boards are responding to external calls.
Configure the Bravura Pass server.
Use setup to install Bravura Pass .
During installation and configuration, ensure that you keep a record of the following information in a safe location, as it will be required when installing and configuring Phone Password Manager:
Host name or IP address of the Bravura Pass server.
Name and password of the API caller.
Web address and Port that the API SOAP Service is listening on.
Communication encryption key.
Optional: Configure custom authentication questions .
If you have not already done so, configure target systems, and run auto discovery to list users.
Ensure that the password policy on the Bravura Pass server matches the password policies of any target system where Phone Password Manager users have accounts. If they do not match, then password changes will eventually fail on the target systems.
Install Phone Password Manager, and configure Bravura Pass integration:
Optional: Edit the configuration files .
Do this if your board configuration differs from what the Phone Password Manager installer auto-detected, or if you want to modify the default settings.
Optional: Configure Phone Password Manager to support multiple languages .
Do this if you intend the Phone Password Manager system to offer support for languages other than English.
Optional: Write new scripts, or modify the existing call logic script .
The default script allows users to log in, authenticate using challenge-response questions stored in Bravura Pass , and perform the following operations: reset passwords, unlock accounts, or manage tokens (If configured).
If required, modify \<Instance>\service\pspushpass.cfg to configure:
Bravura Pass server address.
API Service (
idapi) address, port, and authentication settings.
Configure Phone Password Manager security and call handling:
If you want Phone Password Manager to authenticate users by prompting them with questions from their Bravura Pass security question profiles, configure Phone Password Manager question sets .
Question sets and questions must be enabled specifically for Phone Password Manager integration. To do this, navigate to the Question set information page and enable the "Ask telephone users to answer questions from this set" option.
To set up voiceprint authentication, configure the Generate voice print enrollment PIN (PSI) module .
If you want Phone Password Manager to be able to recognize spoken words and playback text as audible speech, configure speech recognition and text-to-speech .
If you want Phone Password Manager to selectively answer calls, or to make outbound calls, configure call modes .
If you are using VoIP, and you want to be able to transfer IVR calls, configure the TransferCall function .
If you want Phone Password Manager to use HTTPS encryption, configure the Bravura Security Fabric server .
Test your system to ensure that users can log in to the IVR system and perform the supported operations using a telephone.