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Active Roles 7.5.3 - Administration Guide

Introduction About Active Roles 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
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 and Azure Tenant Selection 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition Configuring workflow start conditions Configuring workflow parameters Adding activities to a workflow Configuring 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management One Identity Starling Management One Identity Starling Two-factor Authentication for Active Roles Managing One Identity Starling Connect Azure AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Office 365 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 Configuration of Active Roles
Connecting to the Administration Service Adding and removing 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Enabling Federated Authentication Appendix F: Active Roles integration with other One Identity and Quest products Appendix G: Active Roles integration with Duo Appendix H: Active Roles integration with Okta

Renaming a Policy Object

To rename a Policy Object, right-click the Policy Object, and click Rename. Type the new name, and then press ENTER. Renaming a Policy Object does not affect its links. This is because Policy Objects are referenced by immutable identifier rather than by name.

Steps for renaming a Policy Object

To rename a Policy Object

  1. In the console tree, under Configuration | Policies | Administration, locate and select the folder that contains the Policy Object you want to rename.
  2. In the details pane, right-click the Policy Object, and click Rename.
  3. Type a new name, and then press ENTER.

NOTE: If a Policy Object is applied within Active Roles to determine policy settings in the directory, renaming the Policy Object does not cause any changes to the policy settings in the directory. When applying a Policy Object, Active Roles refers to the Policy Object by an internal identifier rather than by the name of the Policy Object.

Exporting and importing Policy Objects

With the Active Roles console, you can export Policy Objects to an XML file and then import them from that file to populate another instance of Active Roles. The export and import operations provide a way to move Policy Objects from a test environment to a production environment.

NOTE: When you export and then import Policy Objects, only policies are transferred. The Policy Object links are not included in the export-import operation. You need to reconfigure them manually after completing the operation.

To export Policy Objects, select them, right-click the selection, and select All Tasks | Export. In the Export Objects dialog box, specify the file where you want to save the data, and click Save.

To import Policy Objects, right-click the container where you want to place the Policy Objects, and then click Import. In the Import Directory Objects dialog box, select the file to which the Policy Objects were exported, and click Open.

Deleting a Policy Object

To delete a Policy Object, you must first delete the links to the Policy Object (see Managing policy scope earlier in this chapter). Then, you can perform the deletion: Right-click the Policy Object and click Delete.

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