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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

Configuring a property update rule

To configure a property update rule for the user name, click Configure. This shows the Configure Value dialog, as described in Configuring a Property Generation and Validation policy. You can use that dialog to set up a value for the ‘name’ must be condition, in the same way as you do when configuring a Property Generation and Validation policy.

To start configuring a value, click Add in the Configure Value dialog. This displays the Add Entry window.

A value is a concatenation of one or more entries. In the Add Entry window, you can select the type of the entry to add, and then configure the entry. The following table summarizes the available types of entries.

Table 9: Types of entries: Configuring a property update rule

Type of entry

Description

Text

Adds a text string to the value.

User Property

Adds a selected property (or a part of a property) of the user account being deprovisioned.

Parent OU Property

Adds a selected property (or a part of a property) of an Organizational Unit in the hierarchy of containers above the user account being deprovisioned.

Parent Domain Property

Adds a selected property (or a part of a property) of the domain of the user account being deprovisioned.

Date and Time

Adds the date and time when the account was deprovisioned.

Initiator ID

Adds a string that identifies the Initiator, that is, the user who originated the deprovisioning request. This entry is composed of Initiator-related properties, retrieved from the directory.

Instructions on how to configure an entry depend on the type of the entry. For more information on how to configure each entry type, see the following resources:

The following subsections elaborate on the Date and Time and Initiator ID entries.

Configuring a custom rule to build the Initiator ID

To configure a custom rule for Initiator ID, click the lowermost option under Entry properties, then click Configure. This displays the Configure Value dialog, described in Configuring a Property Generation and Validation policy. You can use that dialog to set up a value for the ‘Initiator ID’ must be condition, in the same way as you do when configuring a Property Generation and Validation policy.

To start configuring a value, click Add in the Configure Value dialog. This displays the Add Entry window.

A value is a concatenation of one or more entries. In the Add Entry window, you can select the type of the entry to add, and then configure the entry. The following table summarizes the available types of entries.

Table 10: Available entries for Configuring a custom rule to build the Initiator ID

Type of entry

Description

Text

Adds a text string to the value.

Initiator Property

Adds a selected property (or a part of a property) of the Initiator’s user account.

Parent OU Property

Adds a selected property (or a part of a property) of an Organizational Unit in the hierarchy of containers above the Initiator’s user account.

Parent Domain Property

Adds a selected property (or a part of a property) of the domain of the Initiator’s user account.

Instructions on how to configure an entry depend on the type of the entry. For more information on how to configure each entry type, see the following resources:

When you are done configuring a value for the ‘Initiator ID’ must be condition, click OK to close the Configure Value dialog. This will add the value to the Initiator ID entry properties. If necessary, you can modify the value by clicking the Configure button in the Add Entry window and then managing the list of entries in the Configure Value dialog.

When you are done configuring the Initiator ID entry, click OK to close the Add Entry window. The entry is added to the Configure Value dialog for the ‘name’ must be condition.

When you are done configuring a value for the ‘name’ must be condition, click OK to close the Configure Value dialog. This will add the rule to the Options to Prevent Logon page of the wizard. If necessary, you can modify the rule by clicking Configure on that page and then managing the list of entries in the Configure Value dialog.

Once you have completed the Options to Prevent Logon page, click Next to display the Properties to Be Updated page.

Figure 41: Properties to Be Updated

On this page, you can set up a list of user properties you want the policy to update. Each entry in the list includes the following information:

  • Property: When deprovisioning a user, Active Roles will update this property of the user’s account.

  • LDAP Display Name: Uniquely identifies the property to be updated.

  • Value to Assign: After the deprovisioning operation is completed, the property has the value defined by this syntax.

You can use these buttons to manage the list on this page:

  • Add: Allows you to select a property and configure an update rule for that property. A property update rule specifies how to generate the new value to assign to the property.

  • Remove: If you want the policy to no longer update a given property, select the property from the list and click Remove.

  • View/Edit: Allows you to modify the update rule for the property you select from the list.

Clicking Add displays the Select Object Property dialog where you can choose user properties you want to the policy to update. To choose a property, select the check box next to the property name, and then click OK.

You can select multiple check boxes. If you do so, the properties you have selected are added to the list on the wizard page, with the update rule configured to clear those properties, that is, to assign them the empty value.

If you select a single property in the Select Object Property dialog, you are presented with the Add Value dialog so you can proceed to configuring a property update rule.

Figure 42: Add Value

You can select one of these update options:

  • Clear value: Causes the policy to assign the empty value to the property.

  • Configure value: Allows you to configure a value for the ‘property’ must be condition.

With the second option, you must configure a value the policy will assign to the property upon the user deprovisioning. You can configure a value in the same way as you do when configuring a property update rule for the user name: Click Configure and follow the instructions provided in Configuring a property update rule.

When you are done configuring a value, click OK to close the Add Value dialog. The property name along with the property update rule is added to the wizard page. If necessary, you can modify the update rule by clicking View/Edit beneath the list of properties. This displays a dialog, similar to the Add Value dialog, allowing you to choose a different update option or set up a different value for the ‘property’ must be condition.

Once you have set up the list on the wizard page, click Next and follow the instructions in the wizard to create the Policy Object.

Scenario 1: Disabling and renaming the user account upon deprovisioning

The policy described in this scenario performs the following functions during the user deprovisioning process:

  • Disable the user account.

  • Append this suffix to the user name: - Deprovisioned, followed by the date that the user account was deprovisioned.

For example, the policy changes the user name John Smith to John Smith - Deprovisioned 12/11/2010.

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

  1. Create and configure the Policy Object that defines the appropriate policy.

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

As a result, when deprovisioning a user account in the container you selected in Step 2, Active Roles disables and renames the user account as prescribed by this policy.

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

Creating and configuring the Policy Object

You can create and configure the Policy Object you need by using the New Deprovisioning Policy Object Wizard.

To configure the policy, click User Account Deprovisioning on the Select Policy Type page of the wizard. Then, click Next.

On the Options to Prevent Logon page, select these check boxes:

  • Disable the user account

  • Rename the user account to

Then, click Configure, and use the following instructions to complete the Configure Value dialog.

  1. Click Add.

  2. In the Add Entry window, click User Property under Entry type, and configure the entry as follows:

    1. Click Select and choose the Name property.

    2. Click All characters of the property value.

    3. Click OK.

  3. Click Add.

  4. In the Add Entry window, click Text under Entry type, and configure the entry as follows:

    1. In the Text value box, type - Deprovisioned.

    2. Click OK.

  5. Click Add.

  6. In the Add Entry window, click Date and Time under Entry type, and configure the entry as follows:

    1. From the list under Date and time format, select the format m/d/yyyy.

    2. Click OK.

After you complete these steps, the list of entries in the Configure Value dialog should look like the following figure.

Figure 43: Configure Value

Click OK to close the Configure Value dialog. Then, click Next and follow the instructions in the wizard to create the Policy Object.

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