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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

Configuring a 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 in the Details pane, representing the workflow definition as a process diagram.

  2. In the process diagram, right-click the name of the activity and click Properties.

  3. Navigate to the Activity target tab in the “Move” Activity Properties dialog.

  4. 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.

  5. Navigate to the Destination container tab in the “Move” Activity Properties dialog box.

  6. 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.

  7. View or change notification settings. For more information, see Configuring a notification for a CRUD activity.
  8. View or change error handling settings. For more information, see Configuring error handling for a CRUD activity.
  9. View or change the "Run as" options. For more information, see Configuring “Run as” options for a CRUD activity.
  10. View or change additional settings. For more information, see Configuring additional settings for a CRUD activity.

Configuring a 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 in the Details pane, representing the workflow definition as a process diagram.

  2. In the process diagram, right-click the name of the activity and click Properties.

  3. Go to the Activity target tab in the “Deprovision” Activity Properties dialog.

  4. 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 running 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.

  5. View or change notification settings. For more information, see Configuring a notification for a CRUD activity.
  6. View or change error handling settings. For more information, see Configuring error handling for a CRUD activity.
  7. View or change the "Run as" options. For more information, see Configuring “Run as” options for a CRUD activity.
  8. View or change additional settings. For more information, see Configuring additional settings for a CRUD activity.

Configuring an Undo deprovision activity

An Undo deprovision activity is intended to restore a particular user or group that was deprovisioned by using Active Roles. The activity causes Active Roles to roll back the changes that were made to the user or group object by applying the Active Roles deprovisioning policies. As a result, the object reverts to the state it was in before the deprovisioning-related changes were made.

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

To configure an Undo deprovision activity

  1. In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the workflow containing the Undo deprovision activity you want to configure.

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

  2. In the process diagram, right-click the name of the activity and click Properties.

  3. Go to the Activity target tab in the “Undo Deprovision” Activity Properties dialog.

  4. Click in the Activity performs the operation on this object box to specify the user or group you want the activity to restore. 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 Undo 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 Undo 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 Undo 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 running the workflow. You can create the desired rule expression when you configure the Undo deprovision activity.

  5. View or change notification settings. For more information, see Configuring a notification for a CRUD activity.
  6. View or change error handling settings. For more information, see Configuring error handling for a CRUD activity.
  7. View or change the "Run as" options. For more information, see Configuring “Run as” options for a CRUD activity.
  8. View or change additional settings. For more information, see Configuring additional settings for a CRUD activity.

Configuring a Delete activity

When you configure a Delete activity, you can specify the rules for selecting the object you want the activity to delete in Active Directory. Additional options are available such as notification, error handling, and “Run as” options.

To configure a Delete activity

  1. In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the workflow containing the Delete activity you want to configure.

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

  2. In the process diagram, right-click the name of the activity and click Properties.

  3. Go to the Activity target tab in the “Delete” Activity Properties dialog.

  4. Click in the Activity performs the operation on this object box to specify the object you want the activity to delete. 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 Delete 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 Delete 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 Delete 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 Delete activity.

  5. View or change notification settings. For more information, see Configuring a notification for a CRUD activity.
  6. View or change error handling settings. For more information, see Configuring error handling for a CRUD activity.
  7. View or change the "Run as" options. For more information, see Configuring “Run as” options for a CRUD activity.
  8. View or change additional settings. For more information, see Configuring additional settings for a CRUD activity.
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