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Active Roles 8.0.1 LTS - Quick Start Guide

Introduction Active Roles Setup package Active Roles uninstallation System Requirements Deploying the Administration Service Deploying user interfaces Installing additional components Upgrade of an earlier version Performing a pilot deployment Deployment considerations Silent installation of Active Roles components Configuring Active Roles to Manage Hybrid Active Directory Objects Active Roles on Windows Azure VM

Installing additional components

In addition to the Administration Service, MMC Interface and Web Interface, Active Roles allows you to install the following components:

  • Active Roles Management Shell  Provides commands based on the Windows PowerShell platform for managing users, group, computers and other objects in Active Directory via Active Roles; administering certain Active Roles objects; and configuring Active Roles Administration Service instances and Web Interface sites.
  • ADSI Provider  Enables custom applications and scripts to access directory data via Active Roles by using standard COM interfaces. Documentation for ADSI Provider can be found in the Active Roles SDK.
  • Active Roles SDK  Provides developers with documentation and samples to help them customize Active Roles by creating custom client applications and user interfaces, and implementing business rules and policies based on custom scripts.
  • Collector  Gathers data required for reporting. Retrieves data from specified data sources through the Administration Service, and stores the data on database server.
  • Report Pack  A comprehensive suite of report definitions that cover various administrative actions available in Active Roles.

Steps to install only the Shell, ADSI Provider and SDK

Active Roles Management Shell, SDK and ADSI Provider are collectively referred to as management tools. On the Component Selection page, the Active Roles Setup wizard selects the Management Tools component if you have selected any core component such as Administration Service, Console (MMC Interface) or Web Interface. This means that Setup installs the Shell, SDK and ADSI Provider together with any core component. However, it is possible to install solely the Shell, SDK and ADSI Provider by selecting the Management Shell component only.

To install only the Shell, SDK and ADSI Provider

  1. Log on with a user account that has administrator rights on the computer.
  2. Navigate to the location of the Active Roles distribution package, and start the Setup wizard by double-clicking ActiveRoles.exe.
  3. Follow the instructions in the Setup wizard.
  4. On the Component Selection page, clear all check boxes except the Management Tools check box, and then click Next.
  5. On the Ready to Install page, click Install to perform installation.
  6. On the Completion page click Finish.

Once you have installed the management tools, you can open Management Shell or view SDK topics (including documentation for ADSI Provider). Depending upon the version of your Windows operating system, select the following on the Apps page or Start menu:

  • To open Management Shell, select Active Roles 8.0.1 Management Shell
  • To view SDK topics, select Active Roles 8.0.1 SDK

After you have opened Management Shell, you can view a reference manual by typing QuickRef. The manual contains documentation for all commands provided by Management Shell.

Steps to install Collector and Report Pack

Active Roles comes with a comprehensive suite of report definitions, contained in the Active Roles Report Pack. To work with reports, you need to:

  • Install the Active Roles Collector
  • Use the Collector wizard to deploy the Report Pack

Installing Collector

The Active Roles Collector is used to prepare data for reporting, allowing you to configure, schedule, and run data collection jobs. Collector stores report data in a database on an on-premises SQL Server or Azure SQL database. For best results, use Microsoft SQL Server 2012 or a later version of SQL Server to host the Collector’s database.

NOTE: Collector can now store data in Azure database.

To install the Collector

  1. Install Active Roles Management Tools. For installation instructions, see Steps to install only the Shell, ADSI Provider and SDK.
  2. In the Active Roles distribution package, navigate to the Solutions/Collector and Report Pack folder, and double-click the .msi file held in that folder.
  3. Follow the instructions in the Setup wizard.
  4. Wait while the wizard completes the installation.

Once you have installed Collector, you can start the Collector wizard by selecting Active Roles 8.0.1 Collector and Report Pack on the Apps page or Start menu, depending upon the version of your Windows operating system.

Deploying Report Pack

Report Pack requires Microsoft SQL Server Reporting Services (SSRS). Make sure that you have SSRS deployed in your environment. When deploying Report Pack, the Collector wizard prompts you for the address (URL) of the Report Server Web service. You can find this address on the Web Service URL page in the Reporting Services Configuration Manager tool on the server where SSRS is installed.

To deploy the Report Pack

  1. Start the Collector wizard.

    You can start the Collector wizard by selecting Active Roles 8.0.1 Collector and Report Pack on the Apps page or Start menu, depending upon the version of your Windows operating system.

  1. On the Select Task page, click Deploy reports to Report Server, and then click Next.
  2. On the Report Server page, type the URL of your SSRS Report Server in the Report Server Web Service URL box. Click Next.

    By default, the URL is http://<serverName>/ReportServer. You can use the Reporting Services Configuration Manager tool to confirm the server name and URL. For more information about URLs used in Reporting Services, see the topic “Configure Report Server URLs (SSRS Configuration Manager)” at http://msdn.microsoft.com/library/ms159261.aspx.

  1. Optionally, on the Data Source page, configure the data source for the Active Roles reports:
    1. Click the Configure Data Source button.
    2. Use the Configure Data Source dialog box to specify the database server instance that hosts the database you have prepared by using Collector, the name of the database, database type, and the authentication method to use for connection to the database.

    Configuring the data source is an optional step. If you do not have a database prepared by Collector, you can configure the data source later, after you have deployed the Report Pack. For instructions, see “Working with reports” in the Active Roles Administration Guide.

  1. Click Next and wait while the wizard deploys the Report Pack.

You can create and view Active Roles reports using Report Manager, a Web-based tool included with SSRS. For instructions, see “Generating and viewing a report” in the Active Roles Administration Guide.

Steps to install Diagnostic Tools

The Active Roles Diagnostic Tools package provides the following tools:

  • System Checker: Checks your computer, SQL Server, and the Active Directory domains to see if your environment meets the requirements of deploying Active Roles.

  • Log Viewer: Examines Active Roles diagnostic logs and event logs. Use these logs when contacting One Identity Support for assistance.

  • Directory Changes Monitor: Provides statistics for the directory changes that occurred in a particular Active Directory domain.

To install Diagnostic Tools

  1. Mount the Active Roles installation .iso file, and navigate to the Solutions > Diagnostic Tools folder.

  2. Run the ActiveRolesDiagnosticTools .msi file, and follow the on-screen instructions of the Setup wizard.

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