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Active Roles 8.1.1 - Administration Guide

Introduction Getting started Rule-based administrative views Role-based administration
Access Templates as administrative roles Access Template management tasks Examples of use Deployment considerations Windows claims-based access rules
Rule-based autoprovisioning and deprovisioning
Provisioning Policy Objects Deprovisioning Policy Objects How Policy Objects work Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning Exchange Mailbox AutoProvisioning AutoProvisioning in SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Microsoft 365 and Azure Tenant Selection E-mail Alias Generation User Account Deprovisioning Office 365 Licenses Retention Group Membership Removal Exchange Mailbox Deprovisioning Home Folder Deprovisioning User Account Relocation User Account Permanent Deletion Group Object Deprovisioning Group Object Relocation Group Object Permanent Deletion Notification Distribution Report Distribution
Deployment considerations Checking for policy compliance Deprovisioning users or groups Restoring deprovisioned users or groups Container Deletion Prevention policy Picture management rules Policy extensions
Using rule-based and role-based tools for granular administration Workflows
Key workflow features and definitions About workflow processes Workflow processing overview Workflow activities overview Configuring a workflow
Creating a workflow definition for a workflow Configuring workflow start conditions Configuring workflow parameters Adding activities to a workflow Configure an Approval activity Configuring a Notification activity Configuring a Script activity Configuring an If-Else activity Configuring a Stop/Break activity Configuring an Add Report Section activity Configuring a Search activity Configuring CRUD activities Configuring a Save Object Properties activity Configuring a Modify Requested Changes activity Enabling or disabling an activity Enabling or disabling a workflow Using the initialization script
Approval workflow Email-based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic groups Active Roles Reporting Management History Entitlement profile Recycle Bin AD LDS data management One Identity Starling Join and configuration through Active Roles Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Managing Hybrid AD users
Creating a new Azure AD user with the Web Interface Viewing or updating the Azure AD user properties with the Web Interface Viewing or modifying the manager of a hybrid Azure user Disabling an Azure AD user Enabling an Azure AD user Deprovisioning of an Azure AD user Undo deprovisioning of an Azure AD user Adding an Azure AD user to a group Removing an Azure AD user from a group View the change history and user activity for an Azure AD user Deleting an Azure AD user with the Web Interface Creating a new hybrid Azure user with the Active Roles Web Interface Converting an on-premises user with an Exchange mailbox to a hybrid Azure user Licensing a hybrid Azure user for an Exchange Online mailbox Viewing or modifying the Exchange Online properties of a hybrid Azure user Creating a new Azure AD user with Management Shell Updating the Azure AD user properties with the Management Shell Viewing the Azure AD user properties with the Management Shell Delete an Azure AD user with the Management Shell Assigning Microsoft 365 licenses to new hybrid users Assigning Microsoft 365 licenses to existing hybrid users Modifying or removing Microsoft 365 licenses assigned to hybrid users Updating Microsoft 365 licenses display names
Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Microsoft 365 roles management for hybrid environment users Managing Microsoft 365 contacts Managing Hybrid AD groups Managing Microsoft 365 Groups Managing cloud-only distribution groups Managing cloud-only dynamic distribution groups Managing Azure security groups Managing cloud-only Azure users Managing cloud-only Azure guest users Managing cloud-only Azure contacts Changes to Active Roles policies for cloud-only Azure objects Managing room mailboxes Managing cloud-only shared mailboxes
Modern Authentication Managing the configuration of Active Roles
Connecting to the Administration Service Managed domains Using unmanaged domains Evaluating product usage Creating and using virtual attributes Examining client sessions Monitoring performance Customizing the Console Using Configuration Center Changing the Active Roles Admin account Enabling or disabling diagnostic logs Active Roles Log Viewer
SQL Server replication Using regular expressions Administrative Template Communication ports Active Roles and supported Azure environments Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager


This section provides introductory information about One Identity Active Roles.


Active Roles simplifies creating and managing user accounts and groups in Windows Active Directory (AD) environments by automating the following:

  • User and group account creation in AD and Azure AD

  • Mailbox creation in Exchange and Exchange Online

  • Group population, and resource assignment in Windows.

Active Roles enforces security, automates directory management tasks, and provides change approval and a Web Interface.

To help you deploy Active Roles in your organization, this document provides instructions for preparing the environment and installing Active Roles components.

About Active Roles

Active Roles delivers a reliable, policy-based administration and provisioning solution, allowing enterprises to fully benefit from Active Directory and Microsoft Exchange deployment.

One of the most valuable features of the product is the ability to automate provisioning tasks on directory objects in compliance with corporate administrative policies in corporate Active Directory and Exchange environments.

Active Roles provides consistent enforcement of corporate policies, a role-based administrative model, and flexible, rule-based administrative views, creating a reliable and secure environment for distributed administration and account provisioning.

NOTE: For information on the Active Roles features, see the latest Active Roles Release Notes.

Active Roles main features

Before proceeding with the upgrade ensure to perform a database backup.

Active Roles provides out-of-the-box user and group account management, strictly enforced administrator-based role security, day-to-day identity administration and built-in auditing and reporting for Active Directory and Azure Active Directory (AD) environments. The following features and capabilities make Active Roles a practical solution for secure management of objects in AD and AD-joined systems:

  • Secure access: Acts as a virtual firewall around AD, enabling you to control access through delegation using a least privilege model. Based on defined administrative policies and associated permissions generates and strictly enforces access rules, eliminating the errors and inconsistencies common with native approaches to AD management. Plus, robust and personalized approval procedures establish an IT process and oversight consistent with business requirements, with responsibility chains that complement the automated management of directory data.

  • Automate object creation: Automates a wide variety of tasks, including:

    • Creating user, groups, and contacts in AD and Azure AD.

    • Creating mailboxes on Exchange Server and assigning licenses in Microsoft 365.

    • Managing on-premises Exchange and Exchange Online properties.

    Active Roles also automates the process of reassigning and removing user access rights in AD and AD-joined systems (including user and group deprovisioning) to ensure an efficient and secure administrative process over the user and group lifetimes. When user accesses must be changed or removed, updates are made automatically in Active Directory, Azure AD, Exchange, Exchange Online, SharePoint, Skype for Business, and Windows, as well as any AD-joined systems such as Unix, Linux, and Mac OS X.

  • Day-to-day directory management: Simplifies management of:

    • Exchange recipients, including mailbox assignment, creation, movement, deletion, permissions, and distribution list management.

    • Groups

    • IT resources, including computers, shared folders, printers, local users and groups.

    • AD, Azure AD, Exchange Online and AD LDS resources.

    Active Roles also includes intuitive interfaces for improving day-to-day administration and help desk operations via an MMC snap-in known as the Active Roles Console and a Web Interface.

  • Manage users, groups, and contacts in a hosted environment: Provides Synchronization Service to operate in hosted environments where accounts from client AD domains are synchronized with host domains. Active Roles enables user, group, and contact management from the client domain to the hosted domain, while also synchronizing attributes and passwords.

  • Consolidate management points through integration: Complements your existing technology and identity and access management strategy. Simplifies and consolidates management points by ensuring easy integration with many One Identity products and Quest products, including One Identity Manager, Safeguard Authentication Services, Defender, ChangeAuditor, and GPO Admin. Active Roles also automates and extends the capabilities of PowerShell, ADSI Provider, SPML Provider and the customizable Web Interface.

Technical overview

Active Roles divides the workload of directory administration and provisioning into three functional layers—presentation components, service components, and network data sources.

Figure 1: Active Roles Components

The presentation components include client interfaces for the Windows platform and the web, which allow regular users to perform a precisely defined set of administrative activities. The reporting solution facilitates automated generation of reports on management activities.

The service components constitute a secure layer between administrators and managed data sources. This layer ensures consistent policy enforcement, provides advanced automation capabilities, and enables the integration of business processes for administration of Active Directory, Microsoft Exchange, and other corporate data sources.

The Administration Database stores information about all permission and policy settings, and other data related to the Active Roles configuration.

On a very high level, the Active Roles components work together as follows to manipulate directory data:

  1. An administrator uses the Active Roles Console or Web Interface to access Active Roles.

  2. The administrator submits an operation request, such as a query or data change to the Administration Service.

  3. On receipt of the operation request, the Administration Service checks whether the administrator has sufficient permissions to perform the requested operation (access check).

  4. The Administration Service ensures that the requested operation does not violate the corporate policies (policy enforcement).

  5. The Administration Service performs all actions required by the corporate policies, before committing the request (policy enforcement).

  6. The Administration Service issues operating system function calls to perform the requested operation on network data sources.

  7. The Administration Service performs all related actions required by the corporate policies, after the request is processed by the operating system (policy enforcement).

  8. The Administration Service generates an audit trail that includes records about all operations performed or attempted with Active Roles. Directory-change tracking reports are based on the audit trail.

The following section describe the three component layers in more detail.

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