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Active Roles 8.1.1 - Administration Guide

Introduction 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
Provisioning Policy Objects Deprovisioning Policy Objects How Policy Objects work Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning Exchange Mailbox AutoProvisioning AutoProvisioning in SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Microsoft 365 and Azure Tenant Selection E-mail Alias Generation 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
Using rule-based and role-based tools for granular administration Workflows
Key workflow features and definitions 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 Configure 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 Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Managing Hybrid AD users
Creating a new Azure AD user with the Web Interface Viewing or updating the Azure AD user properties with the Web Interface Viewing or modifying the manager of a hybrid Azure user Disabling an Azure AD user Enabling an Azure AD user Deprovisioning of an Azure AD user Undo deprovisioning of an Azure AD user Adding an Azure AD user to a group Removing an Azure AD user from a group View the change history and user activity for an Azure AD user Deleting an Azure AD user with the Web Interface Creating a new hybrid Azure user with the Active Roles Web Interface Converting an on-premises user with an Exchange mailbox to a hybrid Azure user Licensing a hybrid Azure user for an Exchange Online mailbox Viewing or modifying the Exchange Online properties of a hybrid Azure user Creating a new Azure AD user with Management Shell Updating the Azure AD user properties with the Management Shell Viewing the Azure AD user properties with the Management Shell Delete an Azure AD user with the Management Shell Assigning Microsoft 365 licenses to new hybrid users Assigning Microsoft 365 licenses to existing hybrid users Modifying or removing Microsoft 365 licenses assigned to hybrid users Updating Microsoft 365 licenses display names
Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Microsoft 365 roles management for hybrid environment users Managing Microsoft 365 contacts Managing Hybrid AD groups Managing Microsoft 365 Groups Managing cloud-only distribution groups Managing cloud-only dynamic distribution groups Managing Azure security 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
Modern Authentication 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 Communication ports Active Roles and supported Azure environments Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Step 2: Creating, configuring, and applying the Policy Object

You can create, configure, and apply the Policy Object you need by using the New Deprovisioning Policy Object Wizard. For information about the wizard, see Creating a Policy Object.

To configure the policy, click Notification Distribution on the Select Policy Type page of the wizard. Then, click Next.

On the Notification Recipients and Message page, click the button next to the Notification recipients box to display the Deprovisioning Notification Recipients dialog. In that dialog, type the administrator’s email address, such as administrator@mydomain.com, and then click OK.

Then, customize the message subject and the message body as necessary. For example, you might enter the following subject and body:

  • Message subject

    Deprovisioning of %<objectClass> ’%<name>’ Requested

  • Message body

    Deprovisioning of %<objectClass> ’%<name>’ is in progress. Please take any additional deprovisioning actions, if necessary, to complete the deprovisioning of that %<objectClass>.

    This notification was generated automatically by Active Roles according to corporate deprovisioning rules.

Click Next to display the Outgoing Mail Server page.

From the list in the Outgoing mail server (SMTP) box, select Deprovisioning Notification Distribution—the email configuration you created in Step 1. Then, click Next to display the Enforce Policy page.

Add the Active Directory folder to the list on the Enforce Policy page:

  1. Click Add to display the Select Objects window.

  2. In the Select Objects window, click Browse to display the Browse for Container dialog.

  3. In the Browse for Container dialog, click Active Directory, and then click OK.

  4. From the upper list in the Select Objects window, select Active Directory.

  5. Click Add, and then click OK to close the Select Objects window.

Click Next, and then click Finish to close the wizard.

You can also use the Enforce Policy command on the Active Directory folder in the Console tree to apply the policy to that folder. For more information on how to apply a Policy Object, see Applying Policy Objects and Managing policy scope.

Report Distribution

Policies in this category are intended to automatically send a report on deprovisioning results upon completion of a deprovisioning operation. The primary purpose of such a policy is to inform designated persons about problems, if any encountered, when processing deprovisioning requests. These reports are discussed later in this chapter (see the Report on deprovisioning results section).

Reports are delivered via email. When configuring a Report Distribution policy, you can set up a list of report recipients, customize the subject of report messages, and specify whether to send a report if no errors occurred.

How this policy works

Upon completion of a deprovisioning operation, Active Roles uses this policy to determine if the report on deprovisioning results must be sent. Then, Active Roles generates the report message and sends it to the recipients specified in the policy configuration. The report includes a list of actions taken during the deprovisioning operation. For each action, the report informs of whether the action is completed successfully, and provides information about the action results.

With the Report Distribution policy configured not to send reports if no errors occurred, Active Roles examines the deprovisioning results for errors. If there are no errors, the report is not sent.

Active Roles generates deprovisioning reports on a per-object basis: Each report message contains information on the deprovisioning of one object. When deprovisioning multiple objects, Active Roles sends multiple report messages, one message per deprovisioned object.

Active Roles sends report messages via an SMTP server. The policy configuration specifies the outbound SMTP server by using Active Roles email settings that include the name of the SMTP server and information required to connect to the SMTP server.

How to configure a Report Distribution policy

To configure a Report Distribution policy, select Report Distribution on the Policy to Configure page in the New Deprovisioning Policy Object Wizard or in the Add Deprovisioning Policy Wizard. Then, click Next to display the Report Recipients and Message page.

On the Report Recipients and Message page, you can set up a list of report recipients, make any necessary changes to the message subject, and specify whether you want the policy to send out the report if no errors occurred during the deprovisioning operation.

To specify report recipients, click the button next to the Report recipients box, and then type one or more email addresses. Use a semicolon to separate the addresses of the recipients.

If you need to modify the message subject, type in the Message subject box. You can use macros to enter information about the deprovisioned object, to make the message more meaningful to the recipients.

Macros have the same syntax and semantics as values for policy conditions in Property Generation and Validation policies: An attribute’s LDAP display name enclosed in angle brackets (<>) and prefixed with the percent character (%) represents the value of that attribute. For instance, before sending a message, Active Roles replaces %<name> with the original name of the object that has been deprovisioned.

NOTE: Active Roles retrieves the attribute value prior to starting the deprovisioning operation so the value is current as of the time the deprovisioning process begins. Even if you have a deprovisioning policy configured to update a given attribute, the message reads the original rather than updated value of that attribute.

If you want the policy to send out the report regardless of whether or not the deprovisioning operation is completed without any errors, clear the Send out the report only if any errors occur check box; otherwise, the report is not sent if the object was deprovisioned without errors.

When you are done, click Next to display the Outgoing Mail Server page.

This page is similar to the respective wizard page for Notification Distribution policies (see How to configure a Notification Distribution policy). You can select the email configuration you want the policy to use, and view or modify email settings in the selected configuration.

First, from the Outgoing mail server (SMTP) list, select the email configuration you want the policy to use.

NOTE: By default, the Outgoing mail server (SMTP) list includes a single entry. You can add more entries to the list using the Active Roles Console. In the Console tree, expand Configuration/Server Configuration, right-click Mail Configuration, select New > Mail Configuration, and then follow the instructions in the wizard.

Each email configuration specifies an SMTP server and provides information required to connect to that server. You can view and modify configuration parameters by clicking Settings. For more information, see Configuring email settings.

When you are done, click Next and follow the instructions in the wizard to create the Policy Object.

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