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Active Roles 7.6.2 - 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 Office 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

Notification

You can configure a Script activity to subscribe recipients to the notifications of the following events:

  • Activity completed successfully.  When configured to notify of this event, the activity causes Active Roles to send a notification e-mail if no significant errors occurred during execution of this activity.
  • Activity encountered an error.  When configured to notify of this event, the activity causes Active Roles to send a notification e-mail if any significant errors occurred during execution of this activity.

The notification settings specify the event to notify of, and notification recipients. When executed by the workflow, the activity prepares a notification message appropriate to the specified event. Active Roles retains the message prepared by the activity, and sends the message to the specified recipients upon occurrence of that event. The notification settings are similar to the notification settings of a Notification activity (see Notification activity earlier in this document).

Error handling

When configuring a Script activity, you can choose whether to suppress errors encountered by that activity. The following option is available: Continue workflow even if this activity encounters an error. If this option is not selected (default setting), then an error condition encountered by the activity causes Active Roles to terminate the workflow. If you select this option, the workflow continues regardless of whether or not the activity encounters an error condition.

If-Else activity

An If-Else activity is used to conditionally run one of two or more alternative branches depending on the conditions defined on the branches. It contains an ordered set of branches and runs the first branch whose condition evaluates to TRUE. You can add as many branches as you want to an If-Else activity, and you can add as many activities as you want to every branch.

Each branch of an If-Else activity may have an individual condition set on it. When an If-Else activity starts, if evaluates the condition on its first (leftmost) branch. If the condition if fulfilled, the activities that are contained in the branch are executed; otherwise, the condition on the next branch (from left to right) is evaluated, and so on.

When configuring If-Else branch conditions, consider that:

  • Only the first branch whose condition evaluates to TRUE is executed.
  • An If-Else activity can finish without having run any of its branches, if the condition on each of the branches evaluates to FALSE.

The situation where no condition is defined on a branch is treated as if the branch had a constant TRUE condition. Therefore, the final (rightmost) branch should normally have no condition, which means it always evaluates to TRUE. In this way, the final branch acts as the Else branch that runs if the conditions on the other branches are not fulfilled. It is advisable to define a condition on each branch in an If-Else activity except the last branch, to ensure that the activity always executes a certain branch.

If-Else branch conditions

An If-Else activity is intended to select exactly one branch of the activity from a given set of branches. For each branch, the activity checks the branch conditions and executes the first of the branches whose condition evaluates to TRUE.

When you configure an If-Else branch, you need to add at least one condition, but you are not limited in the number of conditions that you can add for a given branch. You can add, delete, and group conditions using various operators. It is possible to nest condition groups within other condition groups to achieve the results that you want.

A condition group contains one or more conditions connected by the same logical operator. By grouping conditions, you specify that those conditions should be evaluated as a single unit. The effect is the same as if you put parentheses around an expression in a mathematical equation or logic statement.

By default, a single, implied condition group is created when you add a branch condition. You can create additional condition groups to group a set of conditions and nest grouped conditions within other condition groups.

In a condition group, conditions are connected using the AND, OR, NOT AND, or NOT OR logical operator:

  • AND group evaluates to TRUE if all conditions in the group are TRUE.
  • OR group evaluates to TRUE if any condition in the group is TRUE.
  • NOT AND group evaluates to TRUE if any condition in the group evaluates to FALSE.
  • NOT OR group evaluates to TRUE if all conditions in the group evaluate to FALSE.

By default, AND is the logical operator between the conditions in a condition group. It is possible to change the logical operator by converting the condition group to a different group type.

When you add a condition, the workflow designer first prompts you to specify what you want the condition to evaluate. The following options are available:

  • Property of workflow initiator.  This option is intended to evaluate the value of a certain property of the user whose request started the workflow. You can select the desired property when you configure a condition.
  • Activity execution status.  This option is intended to evaluate whether or not Active Roles encountered an error when executing a certain activity. You can select the desired activity when you configure a condition. Note that this option requires the activity configuration to allow the workflow to continue even if the activity encounters an error (see Error handling for create, read, update, and delete activities).
  • Workflow parameter value.  This option is intended to evaluate the value of a certain parameter of the workflow. You can select the desired parameter when you configure a condition.
  • Property of object from workflow data context.  This option is intended to evaluate the value of a certain property of the object that will be selected by the If-Else activity on the basis of the data found in the workflow environment at the time of executing the workflow. When you configure a branch condition, you can choose the desired property and specify which object you want the activity to select upon evaluating the condition at workflow run time.
  • Value generated by rule expression.  This option is intended to evaluate 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. Active Roles calculates the value of your rule expression upon evaluating the condition at workflow run time.

Within a change workflow, the following options are available in addition to the options listed above:

  • Property of workflow target object.  This option is intended to evaluate the value of a certain property of the target object of the request that started the workflow. You can select the desired property when you configure a condition.
  • Changed value of workflow target object property.  This option is intended to evaluate the value that is requested to be assigned to a certain property of the workflow target object, which represents the requested change to the property of the target object of the request that started the workflow. You can select the desired property when you configure a condition.
  • Approver action choice.  This option is intended to evaluate the name of the action button applied by the approver to complete the approval task created by a certain Approval activity. Use this option to determine which action button the approver applied to allow the operation that was subject to approval. You can select the desired Approval activity when you configure a condition.

Once you have specified the entity or field that you want the condition to evaluate, you can choose a comparison operator and specify a comparison value. The list of options that are available to specify a comparison value depends upon the entity or field you have configured the condition to evaluate. The following table summarizes the comparison value options.

Table 51: Comparison value options

Condition to evaluate

Comparison value options

Property of workflow target object

- OR -

Property of workflow initiator

- OR -

Changed value of workflow target object property

- OR -

Workflow parameter value

- OR -

Property of object from workflow data context

- OR -

Value generated by rule expression
  • Text string
  • Property of workflow target object
  • Property of workflow initiator
  • Changed value of workflow target object property
  • Workflow parameter value
  • Property of object from workflow data context
  • Value generated by rule expression

Activity execution status
  • Not executed
  • Completed successfully
  • Encountered an error

Approver action choice
  • The name of an action button
  • Value generated by script

For a brief description of comparison operators and comparison value options, see Search filter.

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