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Active Roles 8.2 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration Configuring rule-based autoprovisioning and deprovisioning
Configuring Provisioning Policy Objects
User Logon Name Generation E-mail Alias Generation Exchange Mailbox AutoProvisioning Group Membership AutoProvisioning Home Folder AutoProvisioning Property Generation and Validation Script Execution O365 and Azure Tenant Selection AutoProvisioning in SaaS products
Configuring Deprovisioning Policy Objects
User Account Deprovisioning Group Membership Removal User Account Relocation Exchange Mailbox Deprovisioning Home Folder Deprovisioning User Account Permanent Deletion Office 365 Licenses Retention Group Object Deprovisioning Group Object Relocation Group Object Permanent Deletion Script Execution Notification Distribution Report Distribution
Configuring entry types Configuring a Container Deletion Prevention policy Configuring picture management rules Managing Policy Objects Checking for policy compliance Deprovisioning users or groups Restoring deprovisioned users or groups Configuring policy extensions
Using rule-based and role-based tools for granular administration Workflows
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 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
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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Azure tenant types and environment types supported by Active Roles Using Active Roles to manage Azure AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication Communication ports and URLs used by Active Roles Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Creating a linked mailbox for a new user

After Exchange Resource Forest Management (ERFM) is set up for your organization, you can configure linked mailboxes for new users in the Active Roles Web Interface.

Prerequisites

Make sure that all mandatory requirements listed in Prerequisites of configuring linked mailboxes have been performed in your organization. Otherwise, linked mailboxes will not be available for your users.

To create a new user with a linked mailbox

  1. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the OU for which ERFM is configured.

    Figure 135: Active Roles Web Interface – Navigating to the OU supporting linked mailboxes

  2. In the list of actions available for the selected OU, click New User.

  3. In the General step, specify the following information as required by your organization:

    • First name: The first name of the user.

    • Last name: The last name of the user.

    • (Optional) Initials: The initials of the user.

    • Name: The fully-qualified user name of the user. By default, Active Roles automatically fills this property based on the specified First name, Last name, and Initials.

    • Display name: The name of the user as it will appear in Active Directory. By default, Active Roles automatically fills this property based on the specified Name.

    • User logon name: The user name used to log in to the domain. The User logon name also contains a user principal name (UPN) suffix. To configure the appropriate UPN suffix, use the drop-down button and select the appropriate domain for the user.

      NOTE: The list contains:

      • The full DNS name of the current domain.

      • The full DNS name of the root domain of the current forest.

      • Any alternative UPN suffixes created via the Active Directory Domains and Trusts console.

    • (Optional) User logon name (pre-Windows 2000): The user name used to log in to the domain, following the pre-Windows 2000 logon name format: <domain-name>\<user-name>. By default, Active Roles automatically fills this property based on the specified User logon name.

  4. In the Account step, specify the security settings of the user:

    • Password and Confirm password: The initial password of the user and the corresponding password confirmation field. You can specify the password either manually, or Generate one with Active Roles that follows the password policy requirements of your organization.

      To clear the specified password, click Clear. To spell out each character of the password for clarification, click Spell out.

      Figure 136: Active Roles Web Interface – Spelling out the characters of the generated or specified password

    • Account options: Use these options to specify additional security settings for the user (for example, to have them change the configured password during their next login attempt, or have the configured password expire after some time). If you want to enable the created user account later for increased security (for example, because the new user joins later to your organization), select Account is disabled.

  5. In the Create Mailbox step, configure the following settings:

    • Create an Exchange mailbox: Make sure that this setting is selected.

    • Alias: Specify the Microsoft Exchange alias of the new mailbox. By default, Active Roles generates the mailbox alias from the value specified for the General > User logon name property of the user.

    • Mailbox database: If all the mandatory prerequisites of this procedure are met, Active Roles must indicate in this field the default mailbox database of the Microsoft Exchange server deployed in the resource forest.

      If this field does not point to the Exchange server of the resource forest for any reason, click Browse and select the Exchange server of the resource forest.

  6. (Optional) Retention policy: If your organization has any retention policies configured for user mailboxes as part of its messaging records management (MRM) strategy, apply them to the new mailbox by selecting this setting and clicking Browse to select the appropriate policy or policies.

  7. (Optional) Exchange ActiveSync mailbox policy: If your organization has any Exchange ActiveSync mailbox policies configured for mobile devices, then apply them to the new mailbox by selecting this setting and clicking Browse to select the appropriate policy or policies.

  8. (Optional) Address book policy: If your organization has any address book policies configured for global address list (GAL) segmentation, apply them to the new mailbox by selecting this setting and clicking Browse to select the appropriate policy or policies.

  9. (Optional) To open the settings of the new user immediately after finishing the procedure, select Open properties for this object when I click Finish.

  10. To apply your changes, click Finish.

Active Roles then creates the new user with the following resources:

  • A new master user account in the OU of the account forest you navigated to at the beginning of this procedure.

  • A new shadow account and a linked mailbox in the resource forest, either in the default Users container or in the container you manually specified in Changing the location of the shadow accounts.

Creating a linked mailbox for an existing user with no mailbox

After Exchange Resource Forest Management (ERFM) is set up for your organization, you can configure linked mailboxes for existing users without mailboxes in the Active Roles Web Interface.

NOTE: If your organization has any existing users whose user mailboxes were created before configuring linked mailboxes, you cannot configure new linked mailboxes for those users. Instead, you must convert their existing user mailboxes to linked mailboxes. For more information, see Converting a user mailbox to a linked mailbox.

Prerequisites

Make sure that all mandatory requirements listed in Prerequisites of configuring linked mailboxes have been performed in your organization. Otherwise, linked mailboxes will not be available for your users.

To create a linked mailbox for an existing user

  1. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the OU for which ERFM is configured.

    Figure 137: Active Roles Web Interface – Navigating to the OU supporting linked mailboxes

  2. Select the user account for which you want to configure the linked mailbox.

  3. To start configuring the mailbox for the user, click New User Mailbox.

  4. In the Mailbox Settings step, configure the following settings:

    • Alias: Specify the Microsoft Exchange alias of the new mailbox. By default, Active Roles generates the mailbox alias from the value specified for the General > User logon name property of the user.

    • Mailbox database: If all the mandatory prerequisites of this procedure are met, Active Roles must indicate in this field the default mailbox database of the Microsoft Exchange server deployed in the resource forest.

      If this field does not point to the Exchange server of the resource forest for any reason, click Browse and select the Exchange server of the resource forest.

    • (Optional) Retention policy: If your organization has any retention policies configured for user mailboxes as part of its messaging records management (MRM) strategy, apply them to the new mailbox by selecting this setting and clicking Browse to select the appropriate policy or policies.

    • (Optional) Exchange ActiveSync mailbox policy: If your organization has any Exchange ActiveSync mailbox policies configured for mobile devices, then apply them to the new mailbox by selecting this setting and clicking Browse to select the appropriate policy or policies.

    • (Optional) Address book policy: If your organization has any address book policies configured for global address list (GAL) segmentation, apply them to the new mailbox by selecting this setting and clicking Browse to select the appropriate policy or policies.

  5. To apply your changes, click Finish.

Active Roles then creates a new shadow account and a linked mailbox in the resource forest, either in the default Users container or in the container you manually specified in Changing the location of the shadow accounts.

Modifying the Exchange properties of a linked mailbox

After Exchange Resource Forest Management (ERFM) is set up for your organization, you can modify the Exchange properties of an existing linked mailbox in the Active Roles Web Interface by selecting the master user account in the account forest, and opening the Exchange Properties window. This is typically required in case of organizational or employment status changes.

When you modify the available Exchange properties this way, Active Roles redirects the change requests of the Exchange mailbox properties from the master account that you have opened to the shadow user account in the Exchange forest.

TIP: For more information on the Exchange properties synchronized between the master and shadow accounts by ERFM, and how to modify the list of synchronized properties, see Configuring the synchronized, back synchronized or substituted properties of linked mailboxes.

NOTE: If your environment has a large number of Microsoft Exchange mailboxes (or a complex Microsoft Exchange deployment), Active Roles may retrieve the properties of users with Exchange mailboxes slower than for users without Exchange mailboxes.

To solve this problem, enable a performance fix by creating a new registry key as described in Knowledge Base Article 4336544:

  1. On the machine(s) running the Administration Service and the Web Interface, launch the Windows Registry Editor.

  2. In the Registry Editor, navigate to the following registry path:

    HKEY_LOCAL_ MACHINE\SOFTWARE\One Identity\Active Roles\Configuration

  3. Create a new DWORD (32-bit) Value named PerformanceFlag.

  4. Double-click the new PerformanceFlag DWORD, and set its Value data to 1.

  5. To apply the fix, restart the Active Roles Administration Service and IIS. If the fix is enabled successfully, the following Active Roles event log with Event ID 2508 will appear in the Event Viewer:

    Performance flag value set to 1.

  6. (Optional) To deactivate the fix later, set the Value data of the PerformanceFlag DWORD to 0.

The PerformanceFlag registry key accepts only a value of 1 (to activate the fix) or 0 (to deactivate it).

To view or modify the Exchange properties of a linked mailbox

  1. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the OU for which ERFM is configured.

    Figure 138: Active Roles Web Interface – Navigating to the OU supporting linked mailboxes

  2. Select the master user account whose Exchange properties you want to modify and click Exchange Properties.

  3. View or change the following mailbox settings as you need:

    • (Optional) General: View and configure the general email settings, for example the First name, Last name, or User logon name.

    • (Optional) E-mail Addresses: View and configure email addresses for the selected user.

    • (Optional) Mailbox Features: View and configure various Exchange mailbox features for the user, for example, mobile device synchronization features, web application access, or email messaging protocols.

    • (Optional) Mail Flow Settings: View and configure rules for the emails that the user sends or receives via the Exchange server of your organization, for example, message size restrictions or delivery and forwarding settings.

    • (Optional) Mailbox Settings: View and configure Messaging Records Management (MRM) settings for the user.

  4. To apply your changes, click Save.

After you save your changes, Active Roles applies the modifications on the shadow user account associated with the master user account.

TIP: To verify if your changes have already been synchronized, in the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the resource forest, select the shadow account associated with the master account you modified, and click Change History.

Configuring a user with a linked mailbox for managing mail-enabled groups

With Active Roles, you can specify a user for group membership management tasks by selecting the group in the Active Roles Web Interface, and clicking General Properties > Managed by. However, both the group and the user specified as the group manager must be in the same Active Directory (AD) forest.

If Exchange Resource Forest Management (ERFM) is configured for your organization, user accounts and mail-enabled groups may be located in different forests: the user accounts are stored in the account forest, while the mail-enabled groups are in the resource forest. In such cases, you can assign a user for group management by specifying the shadow account of the user as the group manager instead of their master user account.

Doing so will result in Active Roles synchronizing the group management settings of the shadow account to the master account, allowing the master account to add or remove members from the specified group, even if it is located in a different forest.

NOTE: If your environment has a large number of Microsoft Exchange mailboxes (or a complex Microsoft Exchange deployment), Active Roles may retrieve the properties of users with Exchange mailboxes slower than for users without Exchange mailboxes.

To solve this problem, enable a performance fix by creating a new registry key as described in Knowledge Base Article 4336544:

  1. On the machine(s) running the Administration Service and the Web Interface, launch the Windows Registry Editor.

  2. In the Registry Editor, navigate to the following registry path:

    HKEY_LOCAL_ MACHINE\SOFTWARE\One Identity\Active Roles\Configuration

  3. Create a new DWORD (32-bit) Value named PerformanceFlag.

  4. Double-click the new PerformanceFlag DWORD, and set its Value data to 1.

  5. To apply the fix, restart the Active Roles Administration Service and IIS. If the fix is enabled successfully, the following Active Roles event log with Event ID 2508 will appear in the Event Viewer:

    Performance flag value set to 1.

  6. (Optional) To deactivate the fix later, set the Value data of the PerformanceFlag DWORD to 0.

The PerformanceFlag registry key accepts only a value of 1 (to activate the fix) or 0 (to deactivate it).

To configure a user with a linked mailbox for group membership management

  1. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the OU for which ERFM is configured.

    Figure 139: Active Roles Web Interface – Navigating to the OU supporting linked mailboxes

  2. In the container of your users, select the user you want to assign as a group manager.

  3. To view the general Exchange settings of the user, click Exchange Properties > Shadow Account > Properties.

  4. Open the General Properties > Account tab, and take note of the User logon name (pre-Windows 2000) value of the shadow account. You will need to specify this user logon name for the group later in this procedure.

  5. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to your resource forest containing the Exchange server and the shadow accounts.

  6. Select the group whose management settings you want to configure. Then, to open the group management settings, click General Properties > Managed by.

    Figure 140: Active Roles Web Interface – Opening the group management settings of a group via General Properties > Managed by

  7. To specify a new group manager, click Change. This opens the Select Object dialog, allowing you to specify the manager account.

  8. In the Select Object dialog, specify the User logon name of the shadow account that you have noted down earlier in the procedure, then click the search button. Once the dialog lists the user, select it and click OK.

    TIP: If your search returns no results, then double check that the specified user logon name is correct, and make sure that the Search in drop-down list is set to the resource forest where the shadow account is stored.

  9. After the user is displayed in the Manager text box, click Save. Then, to make sure that the user receives all group management permissions, select Manager can update membership list and click Save again.

NOTE: The master account of the specified user will receive the configured group administration permissions during the next run of the ERFM - Mailbox Management scheduled task. To make sure that the group management permissions of the shadow account are immediately synchronized to its master account, run the scheduled task manually. For more information, see Configuring the ERFM Mailbox Management scheduled task.

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