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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

Specifying approvers for an approval workflow

When constructing an approval workflow, you add one or more approval activities to the workflow definition, thereby creating approval rules, and then configure those activities to define approvers for each rule. The entities that can be designated as approvers include manager of operation requestor, manager of operation target object, and manager of container that holds operation target object. It is also possible to select any particular user or group of users for the role of approver.

Extending the previous example, suppose you want the creation of user accounts to be approved by the manager of the Organizational Unit in which the accounts are going to be created. You can implement this scenario by adding an approval activity to the workflow and then using the Properties command on that activity to select the corresponding option on the Approvers Selection page.

For more information, see Configuring an Approval activity.

Configuring notifications for an approval workflow

You can configure approval rules to notify approvers or other interested parties of specific events that may occur in the approval process. For example, an approval rule can be configured so that the approvers defined by the rule receive a notification e-mail whenever an operation is requested that requires their approval. Other events to notify of include the completion of an approval task indicating that an approver has either allowed or denied the requested changes, the completion of the operation indicating that the requested changes have been applied, and the operation failure because of an error condition.

Approval workflow notification recipients

When configuring notification settings in an approval rule, you choose an event, and specify who you want to receive email notification of that event-notification recipients. A recipient can be any mailbox-enabled user or mail-enabled group. There are also a number of options allowing you to select recipients based on their role, such as operation requestor, approver, manager of operation requestor, or manager of operation target object. A single rule can be configured to notify of one or more events, with an individual list of recipients being defined for each event.

Approval workflow notification delivery

Along with an event to notify of and notification recipients, you can select delivery options. In addition to immediate delivery (which causes every occurrence of the event to generate a separate notification message), there is the scheduled delivery option for aggregating notifications. If you select the scheduled delivery option, all notifications about the event occurrences within a time period of your choice are grouped and sent as a single message. In this case, the message body is composed of the aggregated notifications about every single occurrence of the event.

Notification messages are routed for delivery by an SMTP service, such as that provided by Microsoft Exchange or Internet Information Services. The address and other parameters of the outgoing email server are specified as part of the notification settings on each approval rule.

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