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Active Roles 8.2 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration Configuring rule-based autoprovisioning and deprovisioning
Configuring Provisioning Policy Objects
User Logon Name Generation E-mail Alias Generation Exchange Mailbox AutoProvisioning Group Membership AutoProvisioning Home Folder AutoProvisioning Property Generation and Validation Script Execution O365 and Azure Tenant Selection AutoProvisioning in SaaS products
Configuring Deprovisioning Policy Objects
User Account Deprovisioning Group Membership Removal User Account Relocation Exchange Mailbox Deprovisioning Home Folder Deprovisioning User Account Permanent Deletion Office 365 Licenses Retention Group Object Deprovisioning Group Object Relocation Group Object Permanent Deletion Script Execution Notification Distribution Report Distribution
Configuring entry types Configuring a Container Deletion Prevention policy Configuring picture management rules Managing Policy Objects Checking for policy compliance Deprovisioning users or groups Restoring deprovisioned users or groups Configuring policy extensions
Using rule-based and role-based tools for granular administration Workflows
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 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
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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Azure tenant types and environment types supported by Active Roles Using Active Roles to manage Azure AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication Communication ports and URLs used by Active Roles Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Modifying Managed Unit properties

You can modify the settings of a Managed Unit with the Properties window of the Active Roles Console.

To modify the properties of a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. Use the tabs in the Properties dialog to view or modify properties of the Managed Unit.

  4. When finished, click OK.

NOTE: Consider the following when modifying Managed Unit properties:

  • The Membership Rules tab displays a list of membership rules for a specific Managed Unit. You can add, remove, or modify membership rules as needed.

  • On the Administration tab, use the Policy setting to add and remove Policy Object links that determine which administrative policies are enforced on the Managed Unit. For more information, see Modifying policy settings on a Managed Unit.

  • On the Administration tab, use the Security setting to add and remove Access Template links that define Trustees and their permissions for the Managed Unit. For more information, see Modifying permission settings on a Managed Unit.

Modifying permission settings on a Managed Unit

You can modify the permission settings of a Managed Unit with the Delegate Control window of the Active Roles Console.

To modify permission settings on a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Delegate Control.

  3. In the Active Roles Security dialog, do the following:

    • To add permissions to the Managed Unit, click Add and follow the instructions in the Delegation of Control wizard to create an Access Template link. For information on how to use the Delegation of Control wizard, see Applying Access Templates.

    • To remove permissions from the Managed Unit, select Access Template links from the list, and click Remove. Alternatively, you can revoke permissions by disabling Access Template links. To do so, select or more links, and then click Disable.

    • To view or modify properties of an Access Template link on the Managed Unit, select the link from the list and click View/Edit.

    • To modify an Access Template link so that the permissions defined by the link are also added to Active Directory, select the link from the list and click Sync to AD.

  4. Click OK to close the Active Roles Security dialog.

NOTE: Consider the following when modifying permission settings on a Managed Unit:

  • The Active Roles Security dialog displays a list of Access Template links, with each list item indicating a Trustee and the Access Template that is used to specify the Trustee’s permissions.

  • By default, the list of Access Template links displays all the links that determine the permission settings on the Managed Unit, regardless of whether a link was created on the Managed Unit itself or on a container that holds the Managed Unit. To change the display of the list, clear the Show inherited check box.

  • An Access Template link can be removed from a Managed Unit if the link was created on that Managed Unit. Only the links that meet this condition are displayed when you clear the Show inherited check box, so you can remove them by clicking Remove.

  • You can also use the advanced details pane to view, add, remove, or modify Access Template links on a Managed Unit. To do so, select the Managed Unit, then on the Active Roles Security tab in the advanced details pane, right-click an Access Template link or a blank area and use the commands on the shortcut menu. For information about the advanced details pane, see Advanced pane in the Active Roles Feature Guide.

Modifying policy settings on a Managed Unit

You can modify the policy settings of a Managed Unit with the Enforce Policy dialog of the Active Roles Console.

To modify policy settings on a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Enforce Policy.

  3. In the Active Roles Policy dialog, do the following:

    • To add policies to the Managed Unit, click Add and select the Policy Object that defines the policies. You can select multiple Policy Objects at a time.

    • To remove policies from the Managed Unit, select the Policy Object that defines the policies, and click Remove. Alternatively, you can remove the effect of a Policy Object on the Managed Unit by selecting the Blocked check box next to the name of the Policy Object.

    • To modify policies, select the Policy Object that defines the policies, and click View/Edit.

  4. To close the Active Roles Policy dialog, click OK.

NOTE: The Active Roles Policy dialog box lists all the Policy Objects that define the policy settings on the Managed Unit, regardless of whether a Policy Object was added on the Managed Unit itself or on a container that holds the Managed Unit. You can view a list of Policy Objects that were added directly on the Managed Unit: Click Advanced and then clear the Show inherited check box.

Only the Policy Objects that were added directly on the Managed Unit can be removed. However, even if the Remove button is unavailable, you can select the Blocked check box. In this way, you remove the effect of the Policy Object on the Managed Unit. At any time, you can restore the effect of the Policy Object on the Managed Unit by clearing the Blocked check box.

You can also use the advanced details pane to add, remove, block, or modify Policy Objects that define the policy settings on a Managed Unit: Select the Managed Unit, and then, on the Active Roles Policy tab in the advanced details pane, right-click a Policy Object or a blank area, and use commands on the shortcut menu. For information about the advanced details pane, see Advanced pane in the Active Roles Feature Guide.

Displaying members of a Managed Unit

Members of a Managed Unit are objects that match the criteria specified in the membership rules for the Managed Unit. You can display and customize the list of members in the Active Roles Console.

To display the members of a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate and select the Managed Unit.

    The members of the Managed Unit are listed in the details pane.

To customize the list of Managed Unit members in the details pane

  1. Right-click the Managed Unit, and click Properties.

  2. In the Properties dialog, click the Default Columns tab.

  3. On the Default Columns tab, add or remove column names from the Displayed Columns list.

  4. Click OK.

NOTE: Consider the following when displaying members of a Managed Unit:

  • For each Managed Unit, you can configure an individual list of the default columns to display in the details pane, so you can perform the customization on a per-Managed Unit basis.

  • You can populate the Displayed columns list by double-clicking column names in the Available columns list on the Default Columns tab. You can remove columns by double-clicking column names in the Displayed columns list.

  • To add column items to the Available Columns list, click Choose Columns. In the Choose Columns dialog, you can select columns and, if necessary, modify column names.

  • For your changes to the Displayed columns list to take effect, the details pane must be refreshed. To do so, right-click Managed Units in the Console tree and click Refresh.

Figure 6: Managed Unit - Preset columns

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