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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

Create a new Azure AD user

You can use the Active Roles Web Interface to create and enable a new Azure ADuser. You can also assign Microsoft 365 licenses to the new user.

To create a new Azure AD user

  1. On the Active Roles Web Interface Navigation bar, click Directory Management.

  2. On the Views tab in the Browse pane, click Active Directory.

    The list of Active Directory domains is displayed.

  3. Click the domain in which you need to create a new user.

  4. In the list of objects displayed, click the required Container or the Organizational Unit.

  5. In the Command pane, click New User.

  6. In the New User in <OU name> > General wizard, enter the user details such as First Name, Last Name, Initials, and User logon name.

  7. Click Next.

  8. In the Account properties wizard, click Generate to generate a password for the Account, select the required Account options and then click Next.

    Alternatively, you can set the password manually and re-enter in the Confirm Password field to confirm the entered password.

  9. In the Create Azure Account wizard, select the option Create Azure Account.

    The Azure AD account details for the new user are generated automatically and populated in the respective fields.

    NOTE: The Temporary Password field is populated with the default password set for the Active Roles user. You can re-set the password for the Azure AD account if required.

  10. Select the Tenant name from the Tenant list drop down. From the User Principal Name drop-down list, select the AD domain to which you want to associate the Azure AD user.

  11. In Usage Location, select the geographical location where Active Roles will be used.

    NOTE: Local rules and regulations for using products and services associated with the configured user can vary by user location. As a result, the Usage Location field is mandatory: if you do not select a country, Active Roles cannot assign Microsoft licenses to the hybrid Azure user.

  12. Click Next.

    The Licenses wizard displays the Microsoft 365 licenses, for example the Microsoft 365 Business Essentials and Business Premium licenses, and the number of licenses that are available to assign to the user.

  13. Select the check boxes corresponding to the license that needs to be assigned to the user, and click Next.

    The O365 Roles wizard displays the Microsoft 365 roles, for example the Helpdesk Administrator, Directory Readers, and more.

  14. Select the check boxes corresponding to the Microsoft 365 roles that need to be assigned to the user, and click Finish.

The licenses assigned can be viewed on the user's Azure Properties > Licenses wizard.

The Microsoft 365 roles assigned can be viewed on the user's Azure Properties > O365 Roles wizard.

The results can also be viewed on the Azure portal's Licenses and Directory role tabs.

View or update the Azure AD

View or update the Azure AD user properties

For an existing Azure AD user, you can use the Active Roles Web Interface to view or update the properties.

To view or modify the Azure AD user properties

  1. On the Active Roles Web interface Navigation bar, click Directory Management.

  2. On the Tree tab in the Browse pane, click Active Directory | <Domain> |<Organizational Unit>.

    The list of existing AD users are displayed.

  1. Select the check box corresponding to the specific Azure AD user for which, you want to view or modify the Azure properties.

  2. In the Command pane, click Azure Properties.

    The Azure Properties wizard for the Azure AD user is displayed.

  1. Use the fields in the Azure Properties wizard to view or modify the properties of the Azure AD user.

  2. After setting all the required properties, click Save.

    The modified settings can be viewed on the Azure Portal.

Viewing or modifying the manager of a hybrid Azure user

You can use the Managed by setting of the Active Roles Web Interface to modify the assigned manager of a hybrid Azure user. This is typically required in case of organizational changes, for example during a change of management, or when the user is assigned to another team or department within your organization.

To view or modify the Managed by setting of a hybrid Azure user

  1. In the Active Roles Web Interface, navigate to Directory Management > Tree View > Active Directory.

    The list of Active Directory (AD) domains configured in your organization appears.

  2. Click the specific domain, container or organizational unit (OU) where the hybrid Azure user is managed.

  3. To view the management properties of the user, select the user, then click General properties > Managed by.

  4. To modify the management properties of the user, in the Managed by tab, click Change. Then, use the Select Objects dialog to locate and select the manager to assign to the user. To apply your selection, click OK.

    The newly-added manager then appears in the Manager field.

  5. To apply your changes, click Save.

    The Azure Properties > Manager ID field will then show the new manager information.

TIP: To verify the changes in Microsoft Azure, check the Work Info > Manager ID value of the Azure Portal.

Disable or re-enable an Azure AD user

Disable or re-enable an Azure AD user

You can use the Active Roles Web Interface to disable a user for logon to Azure. This allows you to disable a previously enabled user in Azure AD while retaining all the Azure settings that were configured for the user. The Azure AD user settings are retained for a disabled account. Hence you can re-enable a disabled user again without having to reconfigure the user.

To disable or re-enable a previously enabled user for Azure

  1. On the Active Roles Web interface Navigation bar, click Directory Management.
  2. On the Views tab in the Browse pane, click Active Directory.

    The list of Active Directory domains is displayed.

  1. Click the specific domain, Container or the Organizational Unit, and then the specific user to be disabled.
  2. In the Command pane, click Disable.

    The account is disabled and marked with a disabled icon.

  1. To enable a disabled account, select the check-box corresponding to the disabled account and in the Command pane click Enable.

    NOTE: The Enable command only appears for a disabled account.

    The account is enabled again.

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