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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

Creating the email configuration

This scenario assumes that your SMTP server:

  • Runs on the server smtp.mycompany.com.

  • Uses the default port number (25).

  • Allows anonymous access.

  • Allows non-encrypted connections.

Additionally, the service account of the Administration Service is assumed to have a mailbox with the email address of ARSService@mycompany.com.

Create the email configuration by using the Active Roles Console:

  1. In the Console tree, expand Configuration > Server Configuration, right-click Mail Configuration, and then select New > Mail Configuration to start the New Mail Configuration Wizard.

  2. Click Next.

  3. In Name, type Deprovisioning Notification Distribution.

  4. Click Next.

  5. In Outgoing mail server (SMTP), type smtp.mycompany.com.

  6. In Sender e-mail address, type the email address of the service account: ARSService@mycompany.com.

  7. In Name (used in the From field), type Active Roles.

  8. Click Next, then click Finish.

Creating, configuring, and applying the Policy Object

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

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

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

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

  • Message subject

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

  • Message body

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

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

To display the Outgoing Mail Server page, click Next.

From the Outgoing mail server (SMTP) list, select Deprovisioning Notification Distribution, which is the email configuration that you created earlier. Then, click Next to display the Enforce Policy page.

On the Enforce Policy page, add the Active Directory folder to the list:

  1. To display the Select Objects window, click Add.

  2. To display the Browse for Container dialog, in the Select Objects window, click Browse.

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

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

  5. To close the Select Objects window, click Add, then click OK.

To close the wizard, click Next, then click Finish.

To apply the policy to the Active Directory folder, in the Console tree, you can also use the Enforce Policy command on the folder.

For more information on how to apply a Policy Object, see Linking Policy Objects to directory objects.

Report Distribution

Report Distribution policies automatically send a report on deprovisioning results after completing a deprovisioning operation. As such, this policy is meant to inform designated persons about any problems that might occur when performing deprovisioning requests.

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.

For a detailed description of this policy, see Concept: Report Distribution in the Active Roles Feature Guide.

Configuring a Report Distribution policy

You can configure a new Report Distribution policy via the Policy to Configure page of the Active Roles Console.

To configure a Report Distribution policy

  1. On the Policy to Configure page, select Report Distribution Policy, then click Next.

  2. On the Report Recipients and Message page, do the following, then click Next:

    • Click the button next to Report recipients, then select one or more email recipients.

    • In Message Subject, type the subject of the message that the specified recipients will receive upon completion of a deprovisioning operation.

      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.

    • Select the Send out the report only if any errors occur check box if you want the policy not to send the report if no errors occurred during the deprovisioning operation. Clear the check box if you want the policy to send the report regardless of whether or not any errors occurred.

  3. On the Outgoing Mail Server page, select the email configuration you want the policy to use. In the Outgoing mail server (SMTP) list, click the appropriate mail settings.

    This page is similar to the respective wizard page for Notification Distribution policies. For more information, see Configuring 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, then follow the instructions in the wizard.

  4. If you want to view or modify the selected mail settings, click Settings, and use the Mail Setup tab. For more information, see Configuring email settings.

  5. Click Next.

  6. On the Enforce Policy page, you can specify objects to which this Policy Object is to be applied. To do so, click Add, then use the Select Objects dialog to locate and select the objects you want.

  7. Click Next, and then click Finish.

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