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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

Configuring an O365 and Azure Tenant Selection policy

You can configure an O365 and Azure Tenant Selection policy in the Active Roles Console (also known as the MMC Interface) to:

  • Validate the selected Azure tenants for Azure users, guest users, O365 Groups and contacts.
  • Select O365 Licenses for Azure users and guest users.
  • Select O365 Roles for Azure users and guest users.
  • Preprovision OneDrive for Azure users.
Prerequisites

Consider the following before configuring an O365 and Azure Tenant Selection policy:

  • The OneDrive settings of this policy are applicable to hybrid Azure users only, and will work only if you have already enabled OneDrive for your Azure tenant in the Azure AD Configuration > Modify (Tenant details) window of the Active Roles Configuration Center. For more information on enabling OneDrive for Azure users in an Azure tenant, see Enabling OneDrive in an Azure tenant.

  • To configure an O365 and Azure Tenant Selection policy, your Organizational Unit (OU) must already have the Azure - Default Rules to Generate Properties built-in policy configured. For more information on configuring the policy, see Configuring the Azure - Default Rules to Generate Properties policy.

To configure an O365 and Azure Tenant Selection policy

  1. Navigate to Configuration > Policies > Administration.

  2. To open the New Provisioning Policy Object Wizard dialog, right-click in the middle pane to open the context menu, and then select New > Provisioning Policy.

  3. On the Name and Description page, provide a unique Name for the new policy object. Optionally, also provide a Description. To continue, click Next.

  4. On the Policy to Configure page, select O365 and Azure Tenant Selection, and click Next.

  5. On the Object Type Selection page, to specify the type of object you want the policy to provision, click Select, then click OK.

    TIP: If you do not see the object type you need, expand the list by selecting Show all possible object types.

    NOTE: If you want to assign and validate Office 365 licenses and roles, or provision OneDrive storage as part of the configured policy, select the User (user) object type in this step. Office 365 license and role validation, and OneDrive provisioning are not applicable to Azure Groups and Azure Contacts.

  6. On the Policy Conditions page, select your Azure tenant for which you want to set up the policy. To continue, click Next.

  7. (Optional) On the next Policy Conditions page, select the licenses to validate and assign to new Azure users in the Azure tenant. To continue, click Next.

    NOTE: If OneDrive storage is planned to be provisioned in the selected Azure tenant for Azure users, make sure that you select the SharePoint Online license in this step. Otherwise, the configured OneDrive storage cannot be provisioned for Azure users created later. For more information, see Creating a new cloud-only Azure user.

  8. (Optional) On the next Policy Conditions page, select the Office 365 roles to validate and assign to new Azure users in the Azure tenant. To continue, click Next.

  9. (Optional) To configure OneDrive storage for the Azure users of the Azure tenant, configure the following attributes on the OneDrive Folder Management page:

    • SharePoint Admin URL: Specify the URL of the SharePoint administration site of your Azure tenant. The URL has the following syntax: <azure-tenant-name>-admin.sharepoint.com

    • Size (in GB): Specify the default OneDrive storage size allocated for each Azure user in the Azure tenant.

    If you do not need to provision OneDrive storage for users in the Azure tenant, leave the settings empty and click Next.

    NOTE: If the wizard shows an error when clicking Next after configuring the OneDrive settings:

    • Check that the specified SharePoint Admin URL is correct.

    • Make sure that the specified OneDrive storage size is correct (that is, it is within the range of the individual cloud storage allowed for users in your organization).

  10. On the Enforce Policy page, select the Organizational Unit (OU) for which the policy will be applied. To do so, click Add to open the Select Objects window, then select the OU from the list. To continue, click OK then Next.

  11. To complete the wizard, click Finish.

Applying a new policy

Office 365 user license management

  1. From the Web interface, assign, or modify the Office 365 license for an Azure AD User.

    The Policy is triggered for any Azure AD user in the Organization Unit for which the O365 and Azure Tenant selection policy is applied.

    If the policy conditions are not satisfied while assigning or modifying Azure AD User licenses, the following policy violation error is displayed:

    Provisioning policy failure. The 'O365 and Azure Tenant Selection' policy encountered an error. Exception in Azure Tenant Management Policy violation: The Azure user License(s) O365_BUSINESS_ESSENTIALS-PROJECTWORKMANAGEMENT, cannot be assigned. The policy prescribes that this Azure User requires only the specified license in the policy object to be assigned.

  1. Right-click and click Check Policy to check if there are any policy violations

    For a container object, this displays the Check Policy dialog box.

  1. Review the options in the Check Policy dialog box and click OK.

    The Policy Check Results window is displayed.

    IMPORTANT: Office 365 user license management now allows Administrator to select a subset of the licenses selected in policy during user creation or modification.

Office 365 user roles management through provisioning policy

From the Web interface, assign or modify the Office 365 roles for an Azure AD User.

While creating an Azure AD user from the Active Roles Web interface, if the policy conditions are not satisfied while assigning Azure AD User roles, the following policy violation error is displayed:

Provisioning policy failure. The 'O365 and Azure Tenant Selection' policy encountered an error. Exception in Azure Tenant Management Policy violation: The Azure user Role(s) cannot be assigned. The policy prescribes that this Azure User requires only the specified role in the policy object to be assigned.

Figure 80: OneDrive folder management wizard

Provisioning OneDrive for Azure AD users

  1. From the Web interface, create an Azure AD User, and assign a valid SharePoint Online license.

  2. After the user is created, the OneDrive provisioning process is performed in the background and after some time the process is completed.

    NOTE:

    • If the SharePoint Admin URL is incorrect then the OneDrive provisioning is not successful.

    • For an existing Azure AD user, during modification of user properties:

      • If OneDrive is not provisioned, then OneDrive provisioning is triggered.

      • If OneDrive is provisioned, and any changes are made to the OneDrive provisioning policy, then the policy changes are applied on the user.

  3. To check the provisioning result, open Azure Properties window for the user from the Web interface, navigate to OneDrive tab.

    On successful provisioning of the user, the OneDrive URL, the used storage size, and the total storage size are displayed.

    NOTE: The storage size indicated in the policy gets synchronized to the Azure AD user's OneDrive.

Office 365 roles management for hybrid environment users

Active Roles enables you to perform the following Office 365 roles management tasks for hybrid users:

IMPORTANT:The Active Roles Web Interface only displays Azure roles that have been enabled. For the Office 365 Roles to be listed on the Web Interface, run the following commands.

  • To get the guest inviter directory role template- $roleTemplate = Get-AzureADDirectoryRoleTemplate | ? { $_.DisplayName -eq "Guest Inviter" }.

  • To enable an instance of the DirectoryRole template- Enable-AzureADDirectoryRole -RoleTemplateId $roleTemplate.ObjectId.

For more information on allowing the Azure roles to be listed on the Web Interface, see Enabling Azure Roles.

Assign Microsoft 365 roles to existing hybrid users

To assign Microsoft 365 roles to existing hybrid users

  1. On the Active Roles Web Interface Navigation bar, click Directory Management.

  2. On the Views tab in the Browse pane, click Active Directory.

    The list of Active Directory domains is displayed.

  3. Click the specific domain, Container or the Organizational Unit, and then select the check-box corresponding to the specific user for which you want to view or update the properties.

  4. In the Command pane, click Azure properties.

    The Azure Properties of the user are displayed.

  5. Click O365 Roles tab.

    The O365 Roles wizard displays the Microsoft 365 roles, for example the Helpdesk Administrator, Directory Readers, and more.

  6. Select the check boxes corresponding to the Microsoft 365 roles that need to be assigned to the user, and click Finish.

To check the Microsoft 365 roles assigned to the user, select the user, then navigate to Azure Properties > O365 wizard.

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