Configuring the use of Exchange Web Services
Perform the following steps in the Active Roles Console to configure the default mail settings with the option to use Exchange Web Services:
-
In the Active Roles Console tree, select Configuration > Server Configuration > Mail Configuration.
-
In the Details pane, double-click Default Mail Settings.
-
In the Default Mail Settings Properties dialog, configure the settings on the Mail Setup tab:
-
From the Settings for list, select Exchange Web Services.
-
In the Exchange Web Services address box:
-
For on-premises Exchange mailbox, supply the URL of the Exchange Web Services endpoint. This URL locates the exchange.asmx file on the Exchange server that is running the Client Access server role. For example, https://CAServer.domain.com/EWS/exchange.asmx.
-
For the Exchange mailbox on the cloud, use https://outlook.office365.com/EWS/Exchange.asmx.
-
From the Authentication type drop-down, select the authentication method you want to use.
NOTE: Basic authentication is only available for on-premises Exchange Server services, Exchange Online mail resources should be configured with Modern authentication, as Microsoft does not support Basic authentication in Exchange Online mail resources.
-
Under Active Roles' mailbox credentials:
-
For an on-premises Exchange mailbox with Basic authentication, specify the user name and password of the mailbox through which Active Roles will send and receive email.
-
For a cloud Exchange Online mailbox or an on-premises Exchange mailbox with Modern authentication, specify the Azure user credentials of the Azure mailbox:
-
Tenant ID: The ID of the Azure tenant. To check the ID, on the Azure Portal, navigate to Azure Active Directory > Overview.
-
Client ID: The application client ID. To check the ID, on the Azure Portal, navigate to App registrations > All applications > ActiveRoles.
-
Certificate thumbprint: The most recent certificate thumbprint. To check the thumbprint, on the Azure Portal, navigate to Certificates & secrets > Certificates.
-
Impersonated mailbox: The mailbox that appears to be the sender of the email.
This mailbox must be created on a server running a supported Exchange Server version, reserved for the exclusive use of Active Roles. For more information on the Microsoft Exchange Server versions supported by Active Roles, see System requirements in the Active Roles Release Notes.
-
Verify the settings you have configured. Click Verify Settings, supply a valid email address, and then click Send.
This causes Active Roles to send a diagnostic email message to the address you supplied. The message is attempted to be delivered from Active Roles’ mailbox by using Exchange Web Services. You can check the mailbox with the address you supplied to see if the diagnostic message has been received.
-
Verify that the Send approval response by email option is selected on the Mail Setup tab.
-
Select Approve or reject via Web Interface to manage emails through the Web Interface.
-
When finished, click OK to close the Default Mail Settings Properties dialog.
Automation workflow
An Active Roles "Workflow" is a sequence of actions that leads to the completion of a certain task. The sequence is carried out according to a set of rules or policies. A workflow can be configured to start upon a change request that satisfies the start conditions of the workflow. An example is a workflow that coordinates the process of approving certain changes to directory data such as creation of new users or population of security groups. In Active Roles, this kind of workflow is referred to as a change workflow.
A workflow can also perform routine administrative tasks either on a scheduled basis or on user demand. In these cases, the workflow is not attached to any change request. With Active Roles, you can configure a workflow to perform certain actions at a specific time. You can also allow users to run a workflow at any time on demand. This workflow category is referred to as an automation workflow.
Automation workflows can automate the completion of complex administrative tasks to help you manage large task volumes. It also allows you to build checks or restrictions in directory administration processes to ensure consistency and compliance with your company policies and legal requirements. By using automation workflow, you can ensure that directory administration tasks are performed in a consistent and efficient manner.
Automation workflow options and start conditions
The start conditions of an automation workflow determine the trigger that causes the workflow to start. You can use a time-based trigger or an event-based trigger to start an automation workflow. It is also possible to allow an automation workflow to be started on user demand.
With a time-based trigger, you can configure an automation workflow to start at a specific time of a day or you can schedule an automation workflow to start multiple times on a daily, weekly, or monthly basis. An event-based trigger allows you to start an automation workflow upon startup of the Active Roles Administration Service. Each automation workflow can have only one trigger.
To enable a time-based trigger, an automation workflow must be configured with the option to run the workflow on a schedule. This option is available on the Workflow Options and Start Conditions page in the Workflow Designer of the Active Roles Console.
Run the workflow on a schedule
If you select the Run the workflow on a schedule option, then you can choose from the following options to run the workflow:
-
One time: Lets you choose the date and time to run the workflow.
-
Hourly: Lets you choose the date and time to run the workflow for the first time, and the recurrence interval (in hours and minutes) for the workflow. Thus, an interval of one hour causes the workflow to run every hour and an interval of two hours causes the workflow to run every other hour.
-
Daily: Lets you choose the date to run the workflow for the first time, the time of the day to run the workflow, and the recurrence interval (in days) for the workflow. Thus, an interval of one causes the workflow to run every day and an interval of two causes the workflow to run every other day. The workflow will start at the specified time each day.
-
Weekly: Lets you choose the date to run the workflow for the first time, the time of the day to run the workflow, the days of the week on which to run the workflow, and the recurrence interval (in weeks) for the workflow. Thus, an interval of one causes the workflow to run every week and an interval of two causes the workflow to run every other week. The workflow will start at the specified time on each of the specified days.
-
Monthly: Lets you choose the date to run the workflow for the first time, the time of the day to run the workflow, the months in which to run the workflow, and the day of the month on which to run the workflow. You can choose either the number of the day, or the first, second, third, fourth, or last occurrence of a certain day of the week day during the month. The desired day of the week can be selected from a list.
-
When the Administration Service starts: Causes the workflow to start immediately after the Active Roles Administration Service has started up. This option applies to the Administration Service identified by the Run the workflow on setting.