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Active Roles 8.0.1 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 Using regular expressions Administrative Template Communication ports Active Roles and supported Azure environments Active Roles integration with other One Identity and Quest products Active Roles integration with Duo Active Roles integration with Okta Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Configuring the Licenses settings of an Azure guest user

You can assign or unassign any of the Microsoft application resources in an organization to an existing Azure guest user in the Azure Properties > Licenses tab. This is typically required if the previously-configured application licenses must be modified, for example because of changes in the assignment of the guest user.

To configure the application licenses of an existing Azure guest user

  1. On the Active Roles Web Interface, navigate to Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users.

  2. From the list in the middle pane, select the Azure guest user that you want to update.

  3. To open the properties of the selected Azure guest user, click Azure Properties on the right pane.

  4. To open the application license settings, click the Licenses tab.

    Figure 190: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > Licenses — Accessing the application license settings of an Azure Guest user

  5. (Optional) If the available licenses are categorized into various headings, expand the list of the license(s) you want to add or remove from the guest user.

  6. Select the license(s) you want to assign to the guest user, or deselect the one(s) you want to remove from them.

  7. To apply your changes, click Save.

Configuring the O365 Admin Roles settings of an Azure guest user

You can grant (or revoke) O365 administration roles to (or from) an existing Azure guest user in the Azure Properties > O365 Admin Roles tab. This is typically required either when the assignment of a guest user changes, or when it is finished.

To configure the O365 admin roles of an existing Azure guest user

  1. On the Active Roles Web Interface, navigate to Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users.

  2. From the list in the middle pane, select the Azure guest user that you want to update.

  3. To open the properties of the selected Azure guest user, click Azure Properties on the right pane.

  4. To open the administration role settings, click the O365 Admin Roles tab.

    Figure 191: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > O365 Admin Roles — Accessing the administrator role settings of an Azure Guest user

  5. Select the administrator role(s) you want to grant for the guest user, or deselect the role(s) you want to revoke.

    NOTE: You can assign roles to the Azure guest user in Active Roles without any limitation. However, One Identity recommends that you assign Azure guest users only the admin roles that external contractors typically receive in your organization.

  6. To apply your changes, click Save.

Viewing or updating the Exchange Online properties of an Azure guest user

You can create, modify or view the Exchange Online properties of an existing Azure guest user with the Exchange Online option of the Active Roles Web Interface. With the Exchange Online properties, you can configure various mailbox-related settings for the guest user, such as:

  • The name of the email address.

  • Message size and delivery rules.

  • Setting up the guest user mailbox as a shared mailbox.

  • Enabling or disabling various applications (such as Outlook Web App) or protocols (such as MAPI, IMAP4, or POP3) for the mailbox.

  • Configuring Messaging Records Management (MRM) settings for the guest user mailbox.

To view and update the Exchange Online properties of an Azure guest user

  1. Navigate to Directory Management > Tree > Azure > <azure-tenant-name> > Azure Guest Users.

    The list of Azure guest users of the selected tenant is displayed.

    Figure 192: Directory Management > Tree View > Azure > <azure-tenant-name> > Azure Guest Users — Listing the Azure guest users in the tenant

  2. Select the guest user whose Exchange Online properties you want to check or update.

  3. To access the Exchange Online-specific mailbox settings, click Exchange Online Properties.

  4. In the available Exchange Online Properties tabs, configure the Exchange Online mailbox settings as you need.

    Table 111: Available Exchange Online properties
    Page Description
    Mail Flow Settings

    View and configure rules for the emails that the mailbox sends or receives via the Exchange Online service.

    Delegation

    Configure the email account as a shared mailbox.

    General

    View and configure the email addresses associated with the mailbox.

    Mailbox Features

    View and configure various Exchange Online mailbox features, for example mobile access, additional mailbox protocols, or archival settings.

    Mailbox Settings

    View and configure Messaging Records Management (MRM) settings for the mailbox.

  5. To apply your changes, click Close.

Configuring the mail flow settings of an Exchange Online mailbox

You can set up rules for the emails that Exchange Online mailboxes send or receive in the organization with the Exchange Online Properties > Mail Flow Settings tab of the Active Roles Web Interface. Active Roles supports setting up two types of such rules:

  • Message size settings, specifying the size of the emails that the guest user can send or receive.

  • Email delivery and forwarding settings, allowing the guest user to send emails on behalf of a specified group, or have their received emails automatically forwarded to an additional specified address.

Such mail flow settings are typically configured if the organization enforces specific email messaging policies for users and guest users.

To configure the mail flow settings for an Exchange Online mailbox

  1. On the Active Roles Web Interface, navigate to Directory Management > Tree View > Azure > <azure-tenant> > Azure Users (or Azure Guest Users).

  2. From the list in the middle pane, select the Azure user or Azure guest user that you want to update.

  3. To open the Exchange Online settings, click Exchange Online Properties.

  4. To open the mail flow settings, click the Mail Flow Settings tab.

    Figure 151: Exchange Online Properties > Mail Flow Settings — Configuring the message size and forwarding settings of an Exchange Online mailbox

  5. Select Message Size Restrictions, and click Properties....

  6. Configure the size of the emails (in KB) that are sent or received by the mailbox. By default, both the Sending message size and the Receiving message size settings use the default limit of the Azure tenant.

  7. To apply your changes and close the Message Size Restrictions dialog, click Save.

  8. Select Delivery Options, and click Properties to configure the following email delivery and forwarding settings.

    • Send on Behalf: When configured, the mailbox can send emails on behalf of the specified mailbox or group.

    • Forwarding Address: When configured, the emails received by the mailbox are always forwarded to the specified email address.

  9. To apply any changes you made in the Delivery Options dialog, click Save.

  10. To close the Exchange Online Properties window, click Close.

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