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Active Roles 8.1.5 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration 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 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
Configuring Active Roles to manage Hybrid 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 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

Notifications for Starling operations

The Notification pane displays the notification specific to Starling operations. The notifications are classified into Starling Connect and Updates.

IMPORTANT: Consider the following when configuring notifications for Starling operations:

  • You must enable Port 7465 (HTTP) TCP Inbound/Outbound and Port 7466 (HTTPS) TCP Inbound/Outbound for the notifications to work. For more information, see Access to the managed environment.

  • The Web Interface machine must be able to resolve Service machine name for notifications to work.

To view the Starling Connect notification

  1. On the Active Roles Web Interface, click the notification icon.

    Starling Connect and Updates tabs are displayed.

  2. Click the Starling Connect tab to view the notifications specific to SaaS operations.

    NOTE: The latest five notifications are sent only to the initiator of the operation.

To view the Updates

  1. On the Active Roles Web Interface, click the notification icon.

    Starling Connect and Updates tabs are displayed.

  2. Click the Updates tab to view the important updates about Starling.

  3. For more information on the notification, click Read More.

    NOTE: The notifications are sent to all the users who have joined Starling on the Administration website.

To view notifications on the Notifications page

  1. On the Active Roles Web Interface, click the notification icon.

    Starling Connect and Updates tabs are displayed.

  2. Click the Starling Connect tab to view the notifications specific to SaaS operations.

    The latest five notifications are displayed with the configuration status and a brief description.

  3. Click View all notifications to view the details about the notification.

    The Notification page is displayed.

  4. Click Filter drop-down menu to filter the notifications based on time, connector name , status, and keywords.

  5. Select the required notifications and click Export to CSV from the Action drop-down. Click Go. You can also delete a notification by selecting a particular checkbox.

  6. Point the mouse to the notification in the Message column to view a detailed description. Expand the connector information available next to the connector check box to view the detailed description. The description pane gives the link to Change History of that particular object for more details. You can also copy the message in case of a failure.

Configuring notification settings

You can configure notifications settings from the Home screen > Settings page and Home screen > Customization > Global Settings.

To configure notification settings on the Settings page

  1. On the Active Roles Web Interface, click the Settings.

    The Settings page is displayed.

  2. On the Settings page, enter the time in minutes for which the notification is to be visible in Time (in minutes) for which the notification is visible field.

    NOTE: By default, the time is set to 0 and the notifications do not expire. You can update the time to the required limit in minutes.

  3. Enter the number of notifications to be stored in Maximum number of notifications to be stored in Active Roles field.

    NOTE: The maximum number of notifications that can be stored is 1000.

To configure notification settings on the Customization page

  1. On the Active Roles Web Interface, click the Customization.

    The Customization page is displayed.

  2. On the Customization page, click Global Settings.

  3. In the Settings applied for every user of the Web Interface by default section, enter the time in minutes for which the notification is to be visible in Time (in minutes) for which the notification is visible field.

    NOTE: By default, the time is set to 0 and the notifications do not expire. You can update the time to the required limit in minutes.

  4. Enter the number of notifications to be stored in Maximum number of notifications to be stored in Active Roles field.

    NOTE: The maximum number of notifications that can be stored is 1000.

IMPORTANT: For notifications to work as expected, you must perform the following, if you are using Active Roles website over HTTPS:

  • Import a valid certificate into Trusted Root Certificate Authority in the machine where Active Roles Service is installed.

  • In the below command, substitute thumbprint of the newly added certificate to CERT_HASH.

  • In the below command, substitute a Unique GUID to APP_ID.

  • Run the command below in PowerShell command interface:

    netsh http add sslcert ipport=0.0.0.0:7466 appid='{APP_ID}' certhash=<CERT_HASH>.

SCIM attribute mapping with Active Directory

Active Roles provides support to connect to Starling Connect to manage the user provisioning and deprovisioning activities for the registered connectors. This is achieved through the internal attribute mapping mechanism. The AD attributes are mapped to SCIM attributes to perform each operation.

Table 84: SCIM attribute mapping with Active Directory for Users
SCIM Active Directory

displayName

displayName

givenName

givenName

familyName

sn

middleName

middleName

title

title

password

edsaPassword

streetAddress

streetAddress

locality

city

postalCode

postalCode

region

state

country

c

active

edsaAccountIsDisabled

userName

edsvauserName

honorificPrefix

initials

formattedName

cn

emails

proxyAddresses,mail

preferredLanguage

preferredLanguage

description

description

emailEncoding

edsvaemailEncoding

alias

edsvaalias

division

division

company

company

department

department

homePage

wWWHomePage

lastLogon

lastLogon

accountExpires

accountExpires

timezone

edsvatimezone

entitlements

edsvaentitlements

employeeNumber

employeeNumber

cn

cn

userPermissionsMarketingUser

edsvauserPermissionsMarketingUser

userPermissionsOfflineUser

edsvauserPermissionsOfflineUser

userPermissionsAvantgoUser

edsvauserPermissionsAvantgoUser

userPermissionsCallCenterAutoLogin

edsvauserPermissionsCallCenterAutoLogin

userPermissionsMobileUser

edsvauserPermissionsMobileUser

userPermissionsSFContentUser

edsvauserPermissionsSFContentUser

userPermissionsKnowledgeUser

edsvauserPermissionsKnowledgeUser

userPermissionsInteractionUser

edsvauserPermissionsInteractionUser

userPermissionsSupportUser

edsvauserPermissionsSupportUser

userPermissionsLiveAgentUser

edsvauserPermissionsLiveAgentUser

locale

localeID

phoneNumbers

telephoneNumber,mobile,homePhone

manager

manager

desiredDeliveryMediums

edsvadesiredDeliveryMediums

nickname

edsvanickname

Table 85: SCIM attribute mapping with Active Directory for Groups

SCIM

Active Directory

displayName

cn

members

member

email

mail

manager

managedBy

Configuring linked mailboxes with Exchange Resource Forest Management

The Exchange Resource Forest Management (ERFM) feature of Active Roles allows you to automate mailbox provisioning for on-premises users in environments where the mailboxes and the user accounts are managed in different Active Directory (AD) forests. Such multi-forest environments are based on the resource forest model, and mailboxes provisioned in such environments are called linked mailboxes.

Multi-forest AD deployments have higher administrative and support costs. However, they offer the highest level of security isolation between AD objects and the Exchange service. As such, One Identity recommends configuring the resource forest model for use with Active Roles in organizations that:

  • Aim for an extra layer of data security.

  • Frequently experience organizational changes (for example, buying companies, or consolidating and breaking off branch companies, departments and other business units).

  • Abide by certain legal or regulatory requirements.

AD deployments following the resource forest model use two types of AD forests:

  • Account forests: These AD forests store the user objects. Organizations can use one or more account forests in the resource forest model.

  • Resource forest: This AD forest contains the Exchange server and stores the mailboxes of the user objects.

For more details on ERFM, see Exchange Resource Forest Management in the Active Roles Feature Guide.

Prerequisites of configuring linked mailboxes

To use linked mailboxes with Exchange Resource Forest Management (ERFM) in Active Roles for your organization, your deployment must meet the following requirements.

Multi-forest deployment

Your organization must have at least two Active Directory (AD) forests:

  • Account forest: One or more forests that contain the user accounts.

  • Resource forest: A forest that contains the Exchange server and will store the mailboxes and the shadow accounts connecting the linked mailboxes to the user objects. ERFM requires a supported version of Exchange Server installed in the resource forest. For more information on the Microsoft Exchange Server versions supported by Active Roles, see System requirements in the Active Roles Release Notes.

For more information on planning and configuring multi-forest AD deployments, see Setting up a forest trust to support linked mailboxes and Plan a multi-forest deployment in the Microsoft documentation.

For more information on the Microsoft Exchange Server versions Active Roles supports, see Supported platforms in the Active Roles Release Notes.

Two-way trust relation

The resource and account forests must identify each other as trusted domains (that is, they must be in a two-way trust relation).

Registering the forests in Active Roles

You must register the resource and account forests in Active Roles via the Active Roles Console. For more information, see Registering the resource and account forests in Active Roles.

Applying the ERFM - Mailbox Management built-in policy

You must apply the ERFM - Mailbox Management built-in policy (or a copy of it) on the Organizational Unit (OU) whose users will use linked mailboxes. For more information, see Applying the ERFM Mailbox Management policy to an OU.

(Optional) Modifying the ERFM scheduled task

Once the ERFM - Mailbox Management built-in policy is configured for an OU, Active Roles synchronizes the properties of every managed master user account to the corresponding shadow account with the ERFM - Mailbox Management built-in scheduled task.

By default, the scheduled task runs on a daily basis, and normally, you do not need to modify its settings. To change the default ERFM scheduling (for example, because of organizational reasons), or run it manually so that you can immediately identify master accounts in your OU, see Configuring the ERFM Mailbox Management scheduled task.

(Optional) Changing the default location of the shadow accounts

By default, the ERFM - Mailbox Management built-in policy saves shadow accounts in the Users container of the resource forest. If your organization stores other users as well in the Users container, then One Identity recommends changing the container for storing the shadow accounts for clarity.

For more information, see Changing the location of the shadow accounts.

(Optional) Modifying the synchronized properties of the master account

By default, ERFM synchronizes a pre-defined set of user and mailbox properties between the master accounts and shadow accounts. If you need to modify and/or expand the default set of synchronized properties (for example, because of organizational reasons), open and update the applicable ERFM - Mailbox Management policy settings.

For the list of default synchronized properties and more information on changing them, see Configuring the synchronized, back synchronized or substituted properties of linked mailboxes.

(Optional) Delegating Exchange Access Templates

If you want to manage linked mailboxes with non-administrator users, you must assign one or more of the following Exchange Access Templates (ATs) to them in the Active Roles Console:

  • Exchange - Manage Resource, Linked and Shared Mailboxes

  • Exchange - Convert Linked Mailbox to User Mailbox

  • Exchange - Convert User Mailbox to Linked Mailbox

  • Exchange - Create Linked Mailboxes

  • Exchange - Read ERFM Attributes

  • Exchange - Recipients Full Control

TIP: To provide full control for a user to create, view, or change linked mailboxes in the Exchange forest, assign the Exchange - Recipients Full Control AT to them.

For more information on how to apply ATs, see Applying Access Templates.

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