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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

Adding membership rules to a Managed Unit

You can specify members for a Managed Unit with membership rules. Therefore, to add or remove members from a Managed Unit, create, modify or delete membership rules.

To create a membership rule for 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. On the Membership Rules tab, click Add. This displays the Membership Rule Type dialog.

  4. Select the type of the membership rule you want to create. Do one of the following, then click OK:

    • To create a rule that statically adds members to the Managed Unit, click Include Explicitly.

    • To create a rule that statically excludes members from the Managed Unit, click Exclude Explicitly.

    • To create a rule that adds all members of a certain group to the Managed Unit, click Include Group Members.

    • To create a rule that excludes all members of a certain group from the Managed Unit, click Exclude Group Members.

    • To create a rule that populates the Managed Unit with the objects that match certain search criteria, click Include by Query.

    • To create a rule that prevents the Managed Unit from including the objects that match certain search criteria, click Exclude by Query.

    • To create a rule that prevents the deprovisioned objects, such as deprovisioned users or groups, from being removed from the Managed Unit, click Retain Deprovisioned.

      NOTE: You cannot configure Retain Deprovisioned rules for Contacts and Azure contacts.

    If you select the Include by Query rule type or the Exclude by Query rule type, the Create Membership Rule dialog appears. Otherwise (except for the Retain Deprovisioned rule type), the Select Objects dialog appears.

  5. Complete the Create Membership Rule or Select Objects dialog.

  6. To close the Properties dialog, click OK.

To complete the Create Membership Rule dialog

  1. From the Find list, select the class of objects you want the membership rule to include or exclude from the Managed Unit. For example, when you select Users, the membership rule includes or excludes the users that match the conditions you specify.

  2. From the In list, select the domain or container that holds the objects you want the membership rule to include or exclude from the Managed Unit. To add folders to the In list, click Browse.

  3. Define the criteria of the membership rule. For example, to include or exclude the objects that have the letter T at the beginning of the name, type T in Name. You can use an asterisk (*) to represent any string of characters.

  4. (Optional) To view a list of objects that match the criteria you have defined, click Preview Rule.

  5. Click Add Rule.

To complete the Select Objects dialog

  1. In the Look in list, click the domain or folder that holds the objects you want to select. To add a folder to the list, click Browse.

  2. Do one of the following, then click OK:

    • In the list of objects, double-click the object you want to add.

    • In the lower box, type the entire name, or a part of the name, of the object you want to add. Then, click Check Names.

NOTE: Consider the following when adding membership rules to a Managed Unit:

  • You can specify members for Managed Units with membership rules only. The members of a Managed Unit are the objects that match the criteria defined by the membership rules.

  • To display the members of a Managed Unit, click the Managed Unit in the Active Roles console tree. The members of the Managed Unit appear in the details pane.

  • The Create Membership Rule dialog is similar to the Find dialog you use to search for objects in the directory. Once you specified your search criteria, you can save them as a membership rule, forcing the membership list to include the objects that match the search criteria. For more information on how to specify search criteria in the Create Membership Rule dialog, see Finding objects in the Active Roles Console User Guide.

  • The Find list includes the Custom Search entry. Selecting that entry displays the Custom Search tab, enabling you to build custom membership rules using advanced options, as well as to build advanced membership rules using the Lightweight Directory Access Protocol (LDAP), which is the primary access protocol for Active Directory. For more information about using advanced search options, see Building a custom search and Using advanced search options in the Active Roles Console User Guide.

Modifying membership rules of a Managed Unit

You can modify the existing membership rules of a Managed Unit with the Properties window of the Active Roles Console.

To modify membership rules 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. On the Membership Rules tab, click View/Edit.

NOTE: Only query-based rules can be modified in that way. If you select a rule of a different type, the View/Edit button is unavailable.

Figure 7: Managed Unit - Modifying membership rules

Removing membership rules from a Managed Unit

You can remove existing membership rules from a Managed Unit via the Membership Rules settings of the Active Roles Console.

To remove a membership rule from 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. On the Membership Rules tab, select the membership rule you want to remove, then click Remove.

Including a member to a Managed Unit

You can add members to a Managed Unit by configuring one or more membership rules in the Active Roles Console.

To include a member to 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. On the Membership Rules tab, click Add. This displays the Membership Rule Type dialog.

  4. In the Membership Rule Type dialog, click Include Explicitly, then click OK. The Select Objects dialog appears.

  5. Use the Select Objects dialog to locate and select the object (or objects) you want to explicitly include in the Managed Unit.

    For instructions on how to configure a membership rule, see Adding membership rules to a Managed Unit.

  6. To close the Properties dialog, click OK.

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