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Active Roles 8.2.1 - Installation Guide

Introduction System requirements Prerequisites of installing Active Roles Installing Active Roles Deploying the Administration Service Deploying user interfaces Installing optional tools and components Uninstalling Active Roles Using Active Roles to manage Azure AD objects Active Roles availability on Azure and AWS Marketplace Configuring Active Roles for AWS Managed Microsoft AD

Deploying the Report Pack

Following the installation of the Active Roles Data Collector and Report Pack package, you can deploy the Report Pack component via the Data Collector wizard.

To deploy the Active Roles Report Pack

  1. Start the Data Collector wizard. To do so, click Active Roles 8.2.1 Data Collector and Report Pack on the Apps page or the Windows Start menu, depending on the version of your operating system.

  2. On the Select Task page, click Deploy reports to Report Server, then click Next.

  3. On the Report Server page, enter the URL of your SSRS Report Server in the Report Server Web Service URL text box, then click Next.

    By default, the URL is http://<server-name>/ReportServer. You can use the Reporting Services Configuration Manager tool to confirm the server name and URL. For more information about URLs used in Reporting Services, see Configure Report Server URLs (SSRS Configuration Manager).

  4. (Optional) On the Data Source page, configure the data source for the Active Roles reports:

    1. Click the Configure Data Source button.

    2. Configure the data source settings by specifying:

      • The database server instance hosting the database you have prepared via Data Collector.

      • The name of the database.

      • The database type.

      • The authentication method that is used for connecting to the database.

    TIP: If you do not have a database prepared by Data Collector, you can configure the data source after deploying the Report Pack. For instructions, see Working with reports in the Active Roles Administration Guide.

  5. Click Next and wait while the wizard deploys the Report Pack.

After deploying the Report Pack, you can create and view Active Roles reports using the Report Manager, a web-based tool included with SSRS. For more information, see Generating and viewing a report in the Active Roles Administration Guide.

Installing the Add-on Manager

Use the Active Roles Add-on Manager to install and manage Active Roles add-ons, or create new ones with its Add-on Editor.

To install Add-on Manager

  1. Mount the Active Roles installation .iso file.

  2. In the .iso file, navigate to the Tools > Add-on Manager folder.

  3. Run the .exe file and follow the on-screen instructions.

  4. In the configuration wizard that appears after the installation is finished, select how to register Add-on Manager to the Active Roles Administration Service.

    • Any available Administration Service: Select this option to register Add-on Manager with the nearest Administration Service, connecting to that Administration Service instance with the credentials of your current login account. To apply this option, your current login account must be an Active Roles Admin.

    • Administration Service on this computer: Select this option to register Add-on Manager with the Administration Service that runs on the computer you specify. The wizard will then connect to that Administration Service with the user name and password you supply. Make sure that you specify the user name and password of the Active Roles Admin.

  5. To apply your change, click Register.

Installing the Diagnostic Tools

The Active Roles Diagnostic Tools package provides the following tools:

  • System Checker: Checks your computer, SQL Server, and the Active Directory domains to see if your environment meets the requirements of deploying Active Roles.

  • Log Viewer: Examines Active Roles diagnostic logs and event logs. Use these logs when contacting One Identity Support for assistance.

  • Directory Changes Monitor: Provides statistics for the directory changes that occurred in a particular Active Directory domain.

To install Diagnostic Tools

  1. Mount the Active Roles installation .iso file, and navigate to the Tools > Diagnostic Tools folder.

  2. Run the .msi file in the folder, and follow the on-screen instructions of the setup wizard.

Using the System Checker

To check if a computer and your organization environment supports installing Active Roles, use the Active Roles System Checker tool.

To check system readiness with Active Roles System Checker

  1. From your operating system, launch Active Roles System Checker.

  2. Select Computer > System Readiness Checks.

  3. To check the computer specifications, in the Confirm System Readiness Checks window, select the appropriate components to check for and click Check.

  4. In the System Readiness Checks window, review the summary and confirm that the computer has passed the required checks. Take appropriate action before installing Active Roles. For example, if there is a warning about insufficient memory (RAM), then upgrade the computer's memory to the recommended amount.

  5. To check the SQL Server requirements of Active Roles, in the Active Roles System Checker, select Environment > SQL Server Checks.

  6. Enter the SQL Server name and appropriate credentials for the Active Roles service account, then click Check.

  7. Review the summary to confirm that the SQL Server passed the checks.

  8. To check the Active Directory requirements, in the Active Roles System Checker, select Environment > Active Directory Checks. Enter the domain controller (DC) name and the appropriate credentials for the Active Roles service account, then click Check.

    A progress window appears. Once the check completes, System Checker shows the summary.

  9. Review the summary to confirm the account has adequate permissions in Active Directory.

  10. To learn more about Active Roles. click Additional Resources. To finish the check, click Finish.

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