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Active Roles 8.0.1 LTS - 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 Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users 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 Microsoft 365 Groups Managing Azure Security Groups Managing cloud-only distribution 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
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 Using regular expressions Administrative Template Communication ports Active Roles and supported Azure environments Active Roles integration with other One Identity and Quest products Active Roles integration with Duo Active Roles integration with Okta Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

“Add to group” activity

When you configure an “Add to group” activity, you can specify the rules for selecting the object you want the activity to add to groups, and define the groups to which you want the activity to add the object. Additional options are available such as notification, error handling, and “run as” options.

To configure an “Add to group” activity

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow containing the “Add to group” activity you want to configure.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Activity target tab in the “Add to Group” Activity Properties dialog box.
  3. Click in the Activity performs the operation on this object box to specify the object you want the activity to add to groups. This object is referred to as activity target. You can choose from the following options to specify the activity target:
    • Fixed object in directory.  The activity target is the given object. You can select the desired object in Active Directory when you configure the “Add to group” activity.
    • Object identified by workflow parameter.  The activity target is the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the “Add to group” activity.
    • Object from workflow data context.  The activity target is selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring the “Add to group” activity, you can specify which object you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the activity target is specified by the string value of a certain rule expression. By using a rule expression you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when, you configure the “Add to group” activity.
  4. Go to the Groups tab in the “Add to Group” Activity Properties dialog box.
  5. Configure the list of groups to which you want the activity to add the target object.

    To add a group to the list, click Add group, and then choose from the following options:

    • Fixed group in directory.  You can select the desired group in Active Directory when you configure the “Add to group” activity. A unique identifier of the group is saved in the configuration of the activity. The activity uses that identifier to select the group when calculating the list of groups at workflow execution time.
    • Object from workflow data context.  The group is selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring the “Add to group” activity, you can specify which group you want the activity to select at workflow execution time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the group is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the “Add to group” activity.

To remove a group from the list, click the Delete button labeled X on the right side of the list item representing that group.

  1. View or change notification settings. For instructions, see Configuring notification.
  2. View or change error handling settings. For instructions, see Configuring error handling.
  3. View or change “run as” options. For instructions, see Configuring “run-as” options.
  4. View or change advanced settings. For instructions, see Configuring additional settings.

“Remove from group” activity

When you configure a “Remove from group” activity, you can specify the rules for selecting the object you want the activity to remove from groups, and define the groups from which you want the activity to remove the object. Additional options are available, such as notification, error handling, and “run as” options.

To configure a “Remove from group” activity

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow containing the “Remove from group” activity you want to configure.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Activity target tab in the “Remove from Group” Activity Properties dialog box.
  3. Click in the Activity performs the operation on this object box to specify the object you want the activity to remove from groups. This object is referred to as the activity target. You can choose from the following options to specify the activity target:
    • Fixed object in directory.  The activity target is the given object. You can select the desired object in Active Directory when you configure the “Remove from group” activity.
    • Object identified by workflow parameter.  The activity target is the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the “Remove from group” activity.
    • Object from workflow data context.  The activity target is selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring the “Remove from group” activity, you can specify which object you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the activity target is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the “Remove from group” activity.
  4. Go to the Groups tab in the “Remove from Group” Activity Properties dialog box.
  5. Choose from these options:
    • Remove the object from all groups.  This option configures the activity to remove the object from all groups in Active Directory. Note that an object cannot be removed from its primary group, so the activity will remove the object from all groups except the object’s primary group.
    • Remove the object from these groups.  This option lets you list the groups from which you want the activity to remove the object. For each of the groups in the list (with the exception of the object’s primary group), the activity will remove the object from that group.
  6. If you chose the option Remove the object from these groups, configure the list of groups from which you want the activity to remove the target object. To add a group to the list, click Add group, and then choose from the following options:
    • Fixed group in directory.  You can select the desired group in Active Directory when you configure the “Remove from group” activity. A unique identifier of the group is saved in the configuration of the activity. The activity uses that identifier to select the group when calculating the list of groups at workflow execution time.
    • Object from workflow data context.  The group is selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring the “Remove from group” activity, you can specify which group you want the activity to select at workflow execution time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the group is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the “Remove from group” activity.

    To remove a group from the list, click the Delete button labeled X on the right side of the list item representing that group.

  1. View or change notification settings. For instructions, see Configuring notification.
  2. View or change error handling settings. For instructions, see Configuring error handling.
  3. View or change “run as” options. For instructions, see Configuring “run-as” options.
  4. View or change advanced settings. For instructions, see Configuring additional settings.

“Move” activity

When you configure a Move activity, you can specify the rules for selecting the object you want the activity to move, and specify the container to move the object to (destination container). Additional options are available such as notification, error handling, and “run as” options.

To configure a Move activity

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow containing the Move activity you want to configure.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Activity target tab in the “Move” Activity Properties dialog box.
  3. Click in the Activity performs the operation on this object box to specify the object you want the activity to move. This object is referred to as activity target. You can choose from the following options to specify the activity target:
    • Fixed object in directory.  The activity target is the given object. You can select the desired object in Active Directory when you configure the Move activity.
    • Object identified by workflow parameter.  The activity target is the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the Move activity.
    • Object from workflow data context.  The activity target will be selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. You can specify which object you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the activity target is specified by the string value of a certain rule expression. By using a rule expression you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the Move activity.
  4. Go to the Destination container tab in the “Move” Activity Properties dialog box.
  5. Click in the Activity moves the object to this container box to specify the container to which you want the activity to move the target object. You can choose from the following options:
    • Fixed container in directory.  With this option, the activity moves the object to the given OU or container. You can select the desired OU or container in Active Directory when you configure the Move activity.
    • Parent OU of workflow target object.  With this option, the activity moves the object to the OU that holds the target object of the request that started the workflow. This option is unavailable in case of an automation workflow.
    • Activity target object.  With this option, the activity moves the object to the OU or container created or otherwise processed by another CRUD activity at the time of executing the workflow. You can select the desired CRUD activity from the workflow definition when you configure the Move activity.
    • Object identified by workflow parameter.  With this option, the activity moves the object to the OU or container specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the Move activity.
    • Object from workflow data context.  With this option, the activity moves the object to the OU or container that is selected by the Move activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Move activity, you can specify which OU or container you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  With this option, the activity moves the object to the OU or container whose Distinguished Name (DN) is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the Move activity.
  6. View or change notification settings. For instructions, see Configuring notification.
  7. View or change error handling settings. For instructions, see Configuring error handling.
  8. View or change "run as" options. For instructions, see Configuring “run-as” options.
  9. View or change advanced settings. For instructions, see Configuring additional settings.

“Deprovision” activity

A Deprovision activity is intended to apply the Active Roles deprovisioning policies to a particular user or group. This activity causes Active Roles to perform all the tasks prescribed by the deprovisioning policies, thereby deprovisioning the user or group.

When you configure a Deprovision activity, you can specify the rules for selecting the user or group you want the activity to deprovision. Additional options are available such as notification, error handling, and “run as” options.

To configure a Deprovision activity

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow containing the Deprovision activity you want to configure.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Activity target tab in the “Deprovision” Activity Properties dialog box.
  3. Click in the Activity performs the operation on this object box to specify the user or group you want the activity to deprovision. This object is referred to as activity target. You can choose from the following options to specify the activity target:
    • Fixed object in directory.  The activity target is the given object. You can select the desired object in Active Directory when you configure the Deprovision activity.
    • Object identified by workflow parameter.  The activity target is the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the Deprovision activity.
    • Object from workflow data context.  The activity target is selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring the Deprovision activity, you can specify which object you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the activity target is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the Deprovision activity.
  4. View or change notification settings. For instructions, see Configuring notification.
  5. View or change error handling settings. For instructions, see Configuring error handling.
  6. View or change "run as" options. For instructions, see Configuring “run-as” options.
  7. View or change advanced settings. For instructions, see Configuring additional settings.
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