Install Bomgar Vault

After the Bomgar Vault system prerequisites are in place, you are ready to start the Vault installer. You must be running Windows Server 2012 or later.

The Vault installation wizard verifies that all system components are in place before performing the installation.

Obtain Bomgar Vault Installation Files

Use the files provided by Bomgar Support to begin installation. Place the license file where you can access it later during installation. Among the files included in your installer package are these files:

  • license.lic (license file needed after logging into Vault for the first time)
  • Installation binaries (Vault Installation Wizard)

Set Up the Vault Application Server


Windows operating system and database versions must be in English US.

  1. Ensure that the IIS prerequisite has been met on the application server.

Note: Ensure that IIS is configured to use SSL.

  1. Set the Vault service account as allowed to log on as a service on the application server, and ensure that IPV6 is disabled on the host server.
  2. Test the connection to the SQL Server from the application server. Note that you may need to sign into the application server as the Vault service account. The best way to confirm connectivity is to launch SQL Management from the application server and make sure you can access the SQL database server.

Begin Installation

Note: When installing Bomgar Vault, run the installer as an administrator in a console session or, optionally, with the admin switch via Remote Desktop Protocol (RDP). Ensure that no other applications are running during installation.

View Installer Instructions and EULA

The first screen in the Bomgar Vault installation process.

  1. Accept the End User License Agreement on the next page. Click Accept and Continue.

    The second step in the installer where you can choose the componenets you wish to install.

  3. Choose what components you would like to install. Then click Next.


Installer Verification

The third step in the installation that shows what requirements have been verified and what are missing.

When you start the installation wizard, Bomgar Vault automatically verifies that all required system components are installed and accessible.

  1. Once the installer detects the required system components, click Next.

Note: You are not allowed to proceed with installation if even one required component is missing. Resolve any items marked Not Detected and proceed with installation.


Identify the Vault Application and Application Pool

  1. Complete the fields on the Bomgar Vault Settings page, as described in the table below. Click Next when all fields are complete.


Label Description
Installation Directory The location in which you intend to install the Bomgar Vault application. The path should not already exist. Note that the application name you selected is appended to this path. The recommended value is C:\Program Files\Bomgar\.
Vault Website FQDN Enter in the URL from which your Vault instance will be accessible.
IIS Application Name Name of the application in IIS.
Application Pool Application pools are groups of one or more URLs served by one or more worker processes. You must create a new application pool.
Application Pool Name Type in the name of the application pool designated for the Vault application.
Account Type Select whether you are using a Local System or Domain for the account type.



Create Your Private Encryption Key

Step 5 in the installation process where the encryption key is generated.

  1. Complete the encryption key page to make Vault recoverable. Sensitivee data in the Bomgar Vault database is encrypted using this key. The key typically is needed only in case of disaster recovery, and you are free to use whatever strings you like for the key. It is not used for routine administration of Vault.

Note: As a best practice for disaster recovery, after you have successfully installed Vault, you should back up the install directory on the Vault app server. Be sure to include the encrypted files in a decrypted state. Move the backup to a secure location.

  1. Click Re-Generate to repopulate the field automatically.
  2. Click Next when you are ready to proceed.


Note: We recommend that you do not store your encryption keys digitally. Rather, best practice is to make a hard copy of the keys and store it safely in more than one physically secure location. You cannot recover access without your encryption key.

Configure the Primary Database

Step 6 in the installation process where the database is configured.

  1. On the Database configuration page, enter the information in the required fields, described in the table. The section refers to your main Vault database.
  2. Click Next to continue.


Label Description
Server Name Enter the name of your Vault database server. This connection information must match what you used to test your database connection using the test.udl file.

Input the name of your SQL instance. Default SQL instances should have no name. This field can be left blank.

Note: If using Microsoft SQL Express, specify localhost as the server name and SQLExpress as the instance name.

Database Name Enter the name of the main database where all of your Vault information is stored.
Integrated Security? When connecting to the database server to create the database, checking Integrated Security uses the credentials under which the IIS application pool runs.



Set the Default Service Configuration

Step 7 in the installation process where the service account is configured.

  1. Select the account typeand specify the service account username and password. If the Vault service runs as a named account, that account must have rights to manage services, log in as a service, access the Vault installation files, and write to the database.

Note: If using SQL Server Express, you can choose Use Local System as the service account.


Specify the Initial Vault User

  1. On the initial Vault user page, enter the username of the account that first logs into Vault.

      Step 8 of installation where you choose a local account.

    • Enter the AD account you created earlier to be the first administrative account in Vault. It should be entered in the following format: domain\username.
    • Next, click Check.
    • The information is pulled in from Active Directory and displayed on the page for your verification.
    • Instead of using an AD account, you can choose to create a local account. Select Local and enter in the User and Password.

      Screen verifying the installation criteria.

  2. Click Next to review installation settings on the next page. Click Install. Click Ok.

    Installation Step 9 where you review the installation steps taken thus far.


Monitor the Installation Process

Installation step 10 which shows the installation progress bar.

  1. The installer displays the status of your installation, and a dialog advises you of the installation status. Click OK to finish.

    The last screen of the installation showing it has finished.

  3. Click Go to Application to log into Vault or Finish to quit the installer.

  5. After completing the installer, there are four Vault Windows Services running under the service account specified during installation. These three services are:
    • Vault - Scheduler Service This service manages automatic and periodic tasks.
    • Vault - Dispatcher Service: This service is responsible for sending emails generated by the Vault application.
    • Vault - Remote Service: This service manages the credential rotation and validation processes.

Begin Configuring Vault

The Bomgar Vault web login screen.

Access Bomgar Vault using the URL and the initial Vault user automatically configured by the installer.

Note: Remember to set up SSL on your site before using it in production.

Note: As a best practice for disaster recovery, after successfully installing Vault, back up the install directory on the Vault app server. Be sure to include the encrypted files in a decrypted state. Move the backup to a secure location.

Upload the License File

When logging into Vault for the first time, you are asked to upload the license file received in your installation package.

The screen where you can upload you Vault license file.

  1. Click Upload File.
  2. Select the file from your computer.
  3. Click Open.
  4. Click Update License. Then you can begin configuring Vault users and credentials.