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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

Search scenario

You can configure a Search activity to:

  • Search in the Organizational Unit or container.  Search a certain OU or container for objects that match your search criteria.
  • Search for resources managed or owned by the user or group.  Search for the managed objects of a particular user or group that match your search criteria. Managed objects of a user or group are those for which the user or group is the primary owner (manager) or a secondary owner.
  • Search the group for its members.  Search for the members of a certain group that match your search criteria.
  • Search for direct reports of the user.  Search for the direct reports of a particular user that match your search criteria. Direct reports of a given user are the users for which that user is the manager.
  • Search within the object's attribute (ASQ search).  Search for the objects listed in a certain attribute of a particular object that match your search criteria.

Object type

You can specify the type of the objects you want the activity to search for. The list from which to select the object type varies depending on the search scenario you have selected.

Table 52: Search activity: Object type

Search scenario

Object types to search for

Search in the Organizational Unit or container.
  • Users
  • Contacts
  • Groups
  • Computers
  • Printers
  • Organizational Units
  • Shared Folders
  • Exchange Recipients
  • Inactive Accounts
  • All Objects

Search for resources managed or owned by the user or group.

- OR -

Search within the object's attribute (ASQ search).
  • Users
  • Contacts
  • Groups
  • Computers
  • Printers
  • Organizational Units
  • Shared Folders
  • Exchange Recipients
  • All Objects

Search the group for its members.
  • Users
  • Contacts
  • Groups
  • Computers
  • Exchange Recipients
  • All Objects

Search for direct reports of the user.
  • Users
  • All Objects

Search scope

The search scope determines where to search for the objects of the specified type. The search scope settings depend upon the search scenario, and are as follows.

Table 53: Search activity: Search scope

Search scenario

Search scope settings available

Search in the Organizational Unit or container.
  • Fixed container in directory.  Search in the given OU or container. You can select the desired OU or container in Active Directory when you configure a Search activity.
  • Parent OU of workflow target object.  Search in the OU that holds the target object of the request that started the workflow.
  • Object identified by workflow parameter.  Search in the OU or container specified by the value of a certain parameter of the workflow. You can choose the desired parameter when you configure a Search activity.
  • Object from workflow data context. Search in the OU or container that will be selected by the Search activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Search activity, you can specify which OU or container you want the activity to select at workflow run time.
  • Object identified by DN-value rule expression.  Search in the OU or container whose Distinguished Name (DN) is specified by 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. You can create the desired rule expression when you configure a Search activity.

Search for resources managed or owned by the user or group.
  • Workflow target object.  Search for resources managed or owned by the target object of the request that started the workflow.
  • Object identified by workflow parameter.  Search for resources managed or owned by the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter when you configure a Search activity.
  • Object from workflow data context.  Search for resources managed or owned by the object that will be selected by the Search activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Search activity, you can specify which object you want the activity to select at workflow run time.
  • Object identified by DN-value rule expression.  Search for resources managed or owned by the object whose Distinguished Name (DN) is specified by 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. You can create the desired rule expression when you configure a Search activity.

Search the group for its members.
  • Workflow target object.  Search for members of the group that is the target object of the request that started the workflow.
  • Object identified by workflow parameter.  Search the group specified by the value of a certain parameter of the workflow. You can choose the desired parameter when you configure a Search activity.
  • Object from workflow data context.  Search for members of the group object that will be selected by the Search activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Search activity, you can specify which group object you want the activity to select at workflow run time.
  • Object identified by DN-value rule expression.  Search the group whose Distinguished Name (DN) is specified by 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. You can create the desired rule expression when you configure a Search activity.

Search for direct reports of the user.
  • Workflow target object.  Search for direct reports of the target object of the request that started the workflow.
  • Object identified by workflow parameter.  Search for direct reports of the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter when you configure a Search activity.
  • Object from workflow data context.  Search for direct reports of the object that will be selected by the Search activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Search activity, you can specify which object you want the activity to select at workflow run time.
  • Object identified by DN-value rule expression.  Search for direct reports of the object whose Distinguished Name (DN) is specified by 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. You can create the desired rule expression when you configure a Search activity.

Search within the object's attribute (ASQ search).
  • Fixed object in directory.  Search in a certain attribute of the given object. You can select the desired object in Active Directory when you configure a Search activity.
  • Workflow target object.  Search in a certain attribute of the target object of the request that started the workflow.
  • Object from workflow data context.  Search in a certain attribute of the object that will be selected by the Search activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Search activity, you can specify which object you want the activity to select at workflow run time.

Search options

The activity provides various options allowing you to refine your search. Which options are available depends upon the search scenario and the object type to search for, as shown in the tables that follow.

The following table summarizes the search scenario-specific search options.

Table 54: Search activity: Search options

Search scenario

Search options available

Search in the Organizational Unit or container.
  • Retrieve only immediate child objects of the Organizational Unit or container.  Use this option to restrict the search to objects for which the given OU or container is the immediate parent in Active Directory.
  • Retrieve any objects held in the Organizational Unit or container.  Use this option to search in the entire directory tree rooted in the given OU or container.

Search for resources managed or owned by the user or group.
  • Retrieve objects managed by the user or group (primary owner).  Use this option to search for objects that have the given user or group specified in the Managed By property.
  • Retrieve objects for which the user or group is a secondary owner.  Use this option to search for objects that have the given user or group specified in the Secondary Owners property.
  • Retrieve objects managed or owned due to membership in groups (indirect ownership).  Use this option to search for objects for which the given user or group is a direct or indirect member of the group specified in the Managed By or Secondary Owners property.

Search the group for its members.
  • Also retrieve indirect members.  Use this option for your search results to include indirect members of the given group. With this option, the activity searches not only for objects that are directly added to the group (direct members) but also for indirect members-objects that belong to the group because of their membership in other groups which are direct or indirect members of the given group.
  • Also retrieve pending members.  Use this option for your search results to include objects that are scheduled to be added to the group by using the Temporal Group Memberships capability of Active Roles.

Search within the object's attribute (ASQ search).
  • Search within this attribute.  Specifies the attribute for the ASQ search. This must be an attribute that stores Distinguished Names, such as the Member Of or Managed By attribute. The search is performed against the objects that are identified by the Distinguished Names found in that attribute. For example, a search within the Member Of attribute of a user account looks for groups in which the user is a member.

The following table lists the search options that are specific to the object type. The search results contain only the objects that match the options you selected.

Table 55: earch activity: Object type

Objects to search for

Search options available

Users
  • Users with Exchange mailbox.  Search for Microsoft Exchange mailbox-enabled users.
  • Users with external e-mail addresses.  Search for Microsoft Exchange mail-enabled users.
  • Inactive user accounts.  Search for user accounts that haven’t been used to log on for more than a certain number of days, have the password age of more that a certain number of days, or are expired for more than a certain number of days.
  • Expiring user accounts.  Search for user accounts that will expire within a certain number of days.

Contacts
  • Contacts with external e-mail addresses.  Search for Microsoft Exchange mail-enabled contacts.

Groups
  • Mail-enabled groups .ge Search for Microsoft Exchange mail-enabled groups (distribution lists).
  • Security.  Search for security groups.
  • Distribution.  Search for distribution groups.
  • Domain local.  Search for domain local groups.
  • Global.  Search for global groups.
  • Universal.  Search for universal groups.
  • Dynamic Group.  Search for groups that are configured as Dynamic Groups in Active Roles.
  • Group Family.  Search for groups that store Group Family configurations for Active Roles (Group Family configuration storage groups).
  • Controlled by Group Family.  Search for groups controlled by Group Family rules in Active Roles.
  • Empty.  Search for groups that have no members.
  • Deprovisioned  Search for groups that are deprovisioned by using Active Roles.

Computers
  • Computer role.  Search for computers in a certain role. You can restrict the search to workstations and servers or to domain controllers.
  • Inactive computer accounts.  Search for computer accounts that haven’t been used to log on for more than a certain number of days, have the password age of more that a certain number of days, or are expired for more than a certain number of days.

Printers
  • Printer features.  Search for printers with particular features, such as the printer model, paper size, print resolution, print speed, and other capabilities including the ability to print double-sided, the ability to print multiple colors, and the ability to staple.

Exchange Recipients
  • Users with Exchange mailbox.  Search for Microsoft Exchange mailbox-enabled users.
  • Users with external e-mail addresses.  Search for Microsoft Exchange mail-enabled users.
  • Mail-enabled groups . Search for Microsoft Exchange mail-enabled groups (distribution lists).
  • Contacts with external e-mail addresses.  Search for Microsoft Exchange mail-enabled contacts.
  • Mail-enabled Public Folders.  Search for Microsoft Exchange mail-enabled public folders.
  • Query-based Distribution Groups.  Search for Microsoft Exchange query-based distribution groups.
  • Room mailboxes.  Search for user accounts representing Microsoft Exchange room mailboxes.
  • Equipment mailboxes.  Search for user accounts representing Microsoft Exchange equipment mailboxes.
  • Linked mailboxes.  Search for user accounts representing Microsoft Exchange linked mailboxes.
  • Shared mailboxes.  Search for user accounts representing Microsoft Exchange shared mailboxes.
  • Mailboxes on this server.  Search for user accounts representing Microsoft Exchange mailboxes hosted on a certain Mailbox server. You can select the desired Mailbox server.
  • Mailboxes in this mailbox store or database.  Search for user accounts representing Microsoft Exchange mailboxes held in a certain mailbox store or database. You can select the desired mailbox store or database.

Inactive Accounts
  • Account type.  Search for user accounts only, computer accounts only, or both user and computer accounts.
  • Criteria of inactivity.  Search for accounts that haven’t logged on in the past number of days, accounts whose password has not changed in the past number of days, or accounts that expired more than a certain number of days before the current date.
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