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Active Roles 8.0 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Active Roles integration with other One Identity and Quest products Appendix F: Active Roles integration with Duo Appendix G: Active Roles integration with Okta Active Roles Language Pack

Steps for removing membership rules from a Managed Unit

To remove a membership rule from a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.
  3. On the Membership Rules tab, select the membership rule you want to remove, and then click Remove.

Steps for including a member to a Managed Unit

To include a member to a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.
  3. On the Membership Rules tab, click Add. The Membership Rule Type dialog box appears.
  4. In the Membership Rule Type dialog box, click Include Explicitly, and then click OK. The Select Objects dialog box appears.
  5. Use the Select Objects dialog box to locate and select the object (or objects) you want to explicitly include in the Managed Unit.

    For general instructions on how to configure membership rules, see Steps for adding membership rules to a Managed Unit earlier in this document.

  1. Click OK to close the Properties dialog box.

Steps for excluding a member from a Managed Unit

To exclude a member from a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.
  3. On the Membership Rules tab, click Add. The Membership Rule Type dialog box appears.
  4. In the Membership Rule Type dialog box, click Exclude Explicitly, and then click OK. The Select Objects dialog box appears.
  5. Use the Select Objects dialog box to locate and select the object (or objects) you want to explicitly exclude from the Managed Unit.

    For general instructions on how to configure membership rules, see Steps for adding membership rules to a Managed Unit earlier in this document.

  1. Click OK to close the Properties dialog box.

Steps for adding group members to a Managed Unit

To add group members to a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.
  3. On the Membership Rules tab, click Add. The Membership Rule Type dialog box appears.
  4. In the Membership Rule Type dialog box, click Include Group Members, and then click OK. The Select Objects dialog box appears.
  5. Use the Select Objects dialog box to locate and select the group (or groups) whose members you want to be included in the Managed Unit.

    For general instructions on how to configure membership rules, see Steps for adding membership rules to a Managed Unit earlier in this document.

  1. Click OK to close the Properties dialog box.
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