Getting Started Steps

Follow These Easy Steps to get started with Secret Server

1. Download and Install Secret Server

Download Secret Server

By downloading and installing the zip file, you will be able to use one free user license for Secret Server. The installation is a simple 5-step process after which you can manage your passwords right away.

Installation Guides: Windows Vista/Server 2008 |

2. Save your Admin information

Converting a trial into production environment will require the login information from the first admin created for the system

3. Configure Active Directory

Secret Server allows authenticaticated users to login using their Active Directory credentials . Secret Server synchronizes Active Directory Users from a Group in a Domain at a periodic interval. Secret Server will not store the Domain user’s passwords, it will pass through the credentials to the Domain to authenticate.

For a detailed guide see Configuring Active Directory with Secret Server

4. Install your trial licenses

Starting a Secret Server trial entitles you to a 30 day trial with licenses for 10 users and Enterprise plus edition. These licenses will need to be installed for their related features to be used.


5. Create your first Secret

If using the Home screen, in the upper right corner, select the Secret Template from which to create the Secret. This Template contains all the relevant fields for a Secret. Upon selecting a Template, you will be sent to the New Secret page


6. Get the most of your trial

The Basics

  • Create a Secret
  • Share a Secret
  • Customize folder / user permissions
  • View Secrets
  • Review auditing for Secret views
  • Checkout ( and Check-in a Secret)


  • Set up Secret expiration
  • DoubleLock a Secret
  • Configure Remote Password Changing
  • Access a Secret from a smart phone
  • Set up an alert for a custom event