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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

Scenario 2: Managed Unit for deprovisioned user accounts

This scenario describes how to configure a Managed Unit and a User Account Deprovisioning policy so that the Managed Unit includes all the deprovisioned user accounts. The policy sets the Notes property to Deprovisioned upon the user deprovisioning, whereas the Managed Unit is configured to include user accounts that have the Notes property set to Deprovisioned.

To implement this scenario, you must perform the following actions:

  1. Create and configure the Managed Unit.

  2. Configure the Policy Object that defines the appropriate policy.

  3. Apply the Policy Object to a domain, OU, or Managed Unit.

As a result, after deprovisioning a user account in the container you selected in Step 3, Active Roles automatically adds that account to the Managed Unit you created in Step 1.

The following sections elaborate on the steps to implement this scenario.

Step 1: Creating and configuring the Managed Unit

You can create and configure the Managed Unit by using the Active Roles Console:

  1. In the Console tree, under Configuration, right-click Managed Units, and select New > Managed Unit.

  2. In Name, type a name for the Managed Unit. For example, you might type Deprovisioned Users.

  3. Click Next.

  4. Configure the membership rule to have the Managed Unit include the deprovisioned user accounts from all domains that are registered with Active Roles (managed domains):

    1. On the wizard page, click Add.

    2. In the Membership Rule Type dialog, click Include by Query, and then click OK.

    3. Use the Create Membership Rule window to set up the rule:

      • In Find, click Users.

      • Click Browse and select Active Directory.

      • Click Advanced.

      • Click Field, and then click Notes.

      • In Condition, click Is (exactly).

      • In Value, type Deprovisioned.

    At this stage, the window should look like the following figure.

    Figure 88: Find Groups

    • Click Add.

    • Click Add Rule.

  5. On the wizard page, click Add.

  6. In the Membership Rule Type dialog, click Retain Deprovisioned, and then click OK.

  7. Click Next, click Next, and then click Finish.

Step 2: Configuring the Policy Object

You can configure the Policy Object you need by modifying the Policy Object that implements the previous scenario, see Scenario 1: Disabling and renaming the user account upon deprovisioning.

Display the Properties dialog for that Policy Object and go to the Policies tab. Then, select the policy from the list, and click View/Edit to display the Group Object Deprovisioning Policy Properties dialog. Click Change Properties.

The Change Properties tab looks similar to the page of the same name in the wizard you used to create the Policy Object. You can use that tab to add the update rule for the Notes property:

  1. Click Add to display the Select Object Property dialog.

  2. Select the check box next to the Notes property, and then click OK.

  3. In the Add Value dialog, type Deprovisioned in the ‘Notes’ must be box, and then click OK.

Click OK to close the Group Object Deprovisioning Policy Properties dialog.

Step 3: Applying the Policy Object

You can apply the Policy Object without closing its Properties dialog. Go to the Scope tab and do the following:

  1. On the Scope tab, click the Scope button to display the Active Roles Policy Scope window for the Policy Object you are managing.

  2. Click Add and select the domain, OU, or Managed Unit where you want to apply the policy to.

    You can also use the Remove button to remove items where you want the policy to no longer be applied.

  3. Click OK to close the Active Roles Policy Scope window.

  4. Click OK to close the Properties dialog for the Policy Object.

For more information on how to apply a Policy Object, see Applying Policy Objects and Managing policy scope.

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