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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

Modifying permissions in an Access Template

You can modify the permissions of an Access Template with the Modify Permission Entry dialog of the Active Roles Console.

To modify a permission entry in an Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to modify.

  2. In the details pane, right-click the Access Template, and click Properties.

  3. On the Permissions tab, select the permission entry you want to modify, click View/Edit, then use the tabs in the Modify Permission Entry dialog to make changes to the permission entry.

For detailed instructions on how to view or modify a permission entry in an Access Template, see Creating an Access Template.

NOTE: Consider the following when modifying the permissions of an Access Template:

  • The Permissions tab lists the permission entries that are configured in the Access Template. You can use the Permissions tab to add, modify, or delete permission entries from the Access Template.

  • The options on the Permissions tab in the Modify Permission Entry dialog are read-only. If you need to choose a different option for the permission entry, delete the permission entry, then add a new permission entry with the option you need. For more information, see Adding permissions to an Access Template.

  • Once you apply an Access Template in Active Roles to specify directory permissions, any changes to the list of permission entries in the Access Template will result in the directory permissions changing accordingly.

  • Active Roles includes a suite of predefined Access Templates. The list of permission entries in a predefined Access Template cannot be modified. If you need to add, modify, or delete permission entries from a predefined Access Template, create a copy of that Access Template, then make changes to the copy. Another option is to create an Access Template and nest the predefined Access Template into the newly created Access Template. For instructions, see Creating an Access Template, Copying an Access Template, and Managing nested Access Templates.

Removing permissions from an Access Template

You can remove permissions from an Access Template by deleting the related permission entry in the Active Roles Console.

To delete a permission entry from an Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to modify.

  2. In the details pane, right-click the Access Template, and click Properties.

  3. On the Permissions tab, select the permission entry you want to delete, click Remove, then click Yes to confirm the deletion.

NOTE: Consider the following when working with an Access Template:

  • The Permissions tab lists the permission entries that are configured in the Access Template. You can use the Permissions tab to add, modify, or delete permission entries from the Access Template.

  • Once you apply an Access Template in Active Roles to specify directory permissions, any changes to the list of permission entries in the Access Template will result in the directory permissions changing accordingly.

  • Active Roles includes a suite of predefined Access Templates. The list of permission entries in a predefined Access Template cannot be modified. If you need to add, modify, or delete permission entries from a predefined Access Template, create a copy of that Access Template, then make changes to the copy. Another option is to create an Access Template and nest the predefined Access Template into the newly created Access Template. For instructions, see Creating an Access Template, Copying an Access Template, and Managing nested Access Templates.

Managing nested Access Templates

You can define permissions in an Access Template (AT) by including (nesting) other ATs. This reduces the work required if you need to create a new AT that is similar to an existing one. Instead of modifying an existing Template to add new permissions, you can nest it into a new AT.

To manage nested ATs, use the Properties > Nesting settings of the Active Roles Console.

To configure an Access Template to include another Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to configure.

  2. In the details pane, right-click the Access Template, and click Properties.

  3. On the Nesting tab, click Add, then select the Access Template you want to be included in the Access Template you are configuring.

NOTE: Consider the following when nesting Access Templates:

  • Configuring an Access Template to include another Access Template is called "nesting". The Nesting tab provides a list of Access Templates that are nested into the Access Template. You can add Access Templates to the list or remove Access Templates from the list.

  • Nesting an Access Template into a target Access Template causes the list of permission entries in the target Access Template to be extended with the permission entries of the nested Access Template. Thus, if Access Template A is nested into Access Template B, all the permission entries found in Access Template A are added to the list of permission entries in Access Template B.

  • You can view a consolidated list of permission entries for the Access Template: On the Nesting tab, click All Permissions. The list includes both the permission entries that are configured in the Access Template and the permission entries found in each Access Template that is nested into the Access Template. Note that the Permissions tab in the Properties dialog box lists only those permission entries that are configured in the Access Template. The permission entries that are inherited from other Access Templates by reason of nesting are not listed on the Permissions tab.

  • You can view the Access Templates into which the selected Access Template is nested: On the Nesting tab, click Nested In. Double-clicking items in the Nested In list opens the Properties dialog for each of the Access Templates that the selected Access Template is nested into.

  • Nesting allows you to reuse the existing predefined or custom Access Templates. For example, if you need to add permission entries to the predefined Helpdesk Access Template, then you can create a new Access Template, nest the Helpdesk Access Template into the newly-created Access Template, and add permission entries to the new Access Template as needed.

Copying an Access Template

With the Active Roles Console, you can create copies of Access Templates. This feature helps you reuse existing Access Templates. For example, if you need to modify a predefined Access Template, you can create a copy of that Access Template, then modify the copy as needed.

To copy an Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to copy.

  2. To start the Copy Object - Access Template wizard, in the details pane, right-click the Access Template, then click Copy.

  3. On the first page of the wizard, do the following, then click Next:

    1. In the Name box, enter a name for the new Access Template.

    2. (Optional) In the Description box, enter any information about the new Access Template.

  4. On the second page of the wizard, you can add, modify, and delete the permission entries that were copied from the original Access Template. Do the following, then click Next:

    • To add a permission entry to the new Access Template, click Add.

    • To modify a permission entry for the new Access Template, select the entry from the list, and click View/Edit.

    • To delete a permission entry from the new Access Template, select the entry from the list, and click Remove.

    For more information on how to add or modify a permission entry, see Creating an Access Template.

  5. To create the copy of the Access Template, click Finish.

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