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Active Roles 8.1.3 - Console User Guide

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Introduction

Active Roles is an administrative platform that facilitates administration and provisioning for Active Directory and Microsoft Exchange. Active Roles enables the organization to develop a flexible administrative structure that suits their needs, while ensuring secure delegation of tasks, reduced workloads, and lower costs.

Active Roles increases the productivity of system administrators and helpdesk operators by automating provisioning tasks on directory objects in compliance with corporate administrative policies in corporate Active Directory and Exchange environments. The policy enforcement featured in the product guarantees that every administrative action taken is consistent with corporate security standards, which is a top priority for most organizations.

The Active Roles Console User Guide is designed for individuals responsible for performing administrative tasks using the Active Roles Console (MMC Interface). This document provides information about the Active Roles Console user interface, and includes instructions to help delegated administrators and helpdesk operators perform day-to-day administrative activities.

The Active Roles Console User Guide is supplemented with the Active Roles Administration Guide that provides conceptual information about the product, and includes systematic instructions on how to deploy the Active Roles administrative structure.

Topics:

Getting started

This section provides an overview on how to start using the Active Roles Console for day-to-day administration operations by describing:

  • How to start the Active Roles Console.

  • The main use cases of administering resources in Active Roles, such as using Managed Units, configuring filters, finding objects, and looking for policy-related information.

NOTE: For a description of the Active Roles Console user interface, see Active Roles Console in the Active Roles Feature Guide.

Starting the Active Roles Console

The Active Roles Console, also referred to as MMC Interface, is a comprehensive administrative tool that you can use to:

  • Manage Active Directory and Microsoft Exchange resources.

  • Work with approval workflows in effect in your organization.

With the Active Roles Console, you can easily find directory objects and perform administrative tasks.

To start the Active Roles Console

  1. Log in to the system where Active RolesConsole is installed.

  2. Depending on the version of your operating system:

    • In the Apps page, click Active Roles 8.1.3 Console.

    • From the Start menu, select All Programs > One Identity Active Roles 8.1.3 > Active Roles 8.1.3 Console.

NOTE: By default, the Active Roles Console automatically chooses an Administration Service instance and establishes a connection. If the Console cannot connect to the Administration Service or you want to manually select the Administration Service, see Connecting to the Administration Service in the Active Roles Administration Guide.

Sorting and filtering lists

To help you find directory objects quicker and easier, Active Roles Console supports filtering directory objects.

If you set up a filter, the filtering criteria immediately take effect on all directory object lists.

To sort objects in the details pane

  1. Click a column heading to sort by the contents of that column.

  2. Click the column heading again to switch between ascending and descending sort order.

To add or remove columns in the details pane

  1. On the View menu, click Choose Columns or Add/Remove Columns.

  2. Do the following, then click OK:

    • To add a column, in Available columns, click the column you want to display, then click Add.

    • To remove a column, in Displayed columns, click the column you want to hide, then click Remove.

    • To re-order columns, click a column name in Displayed columns, then click Move Up or Move Down to change the position of the column.

NOTE: In the Advanced Details Pane, you can add or remove columns from a list in the upper sub-pane or in the lower sub-pane. To do so, click the list in the sub-pane you want to modify, then follow the steps above.

Filter options help you search for particular objects in the details pane. You can view all objects or only objects of selected type, configure the number of items that can be displayed for each folder, or create custom filters using object attributes and LDAP queries.

To select view filter options

  1. On the View menu, click Filter Options.

  2. Do one of the following, then click OK:

    • To view all objects, click Show all types of objects. With this option, the filter is turned off.

    • To view objects of certain types, click Show only the following types of objects, and select check boxes next to the types of objects you want to view.

    • To view objects that match custom filtering criteria, click Create custom filter. Then click Customize, and configure your filtering criteria by using the instructions outlined in Building a custom search.

  3. (Optional) In Maximum number of items displayed per folder, modify the maximum number of objects that can be displayed in the Console. The default maximum number of objects displayed in the Console is 2,000.

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