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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

Schedule tab

The Schedule tab displays Group Family schedule-related information, and allows you to view or modify scheduling settings.

The tab displays the following information:

  • Schedule: The Group Family is scheduled to run as indicated by this statement.

  • Run on this server: The Administration Service that performs all operations needed to run the Group Family.

  • Last run time: The date and time the Group Family was last run.

  • Next run time: The date and time that the Group Family is next scheduled to run.

You can use the Configure button to examine the Group Family schedule in more detail, and make changes to the schedule as needed.

Clicking Configure displays the Group Family Scheduling page, similar to that of the New Group Family wizard. For more information, see Group Family scheduling. View or modify the schedule settings on that page, and click Finish to commit your changes to the Properties dialog. The changes are applied when you click OK or Apply, and can be discarded by clicking Cancel.

Action Summary tab

The Action Summary tab displays quantitative information about the Group Family run.

Use the Action Summary tab to see the following information about the last run of the Group Family:

  • Last run started: The date and time the run was started.

  • Last run finished: The date and time the run was finished.

  • Managed objects: The number of objects found in the Group Family scope.

  • Valid groupings: The number of groupings calculated during the run.

  • Failed groupings: The number of groupings the Group Family failed to identify due to invalid combinations of group-by property values. An example of an invalid combination occurs when values for one or more properties are missing from the combination.

  • Groups created: The number of groups the Group Family created during the run.

  • Groups updated: The number of groups for which the Group Family updated the membership lists during the run.

  • Updates in group memberships: The number of objects the Group Family added or removed from groups during the run.

  • Errors: The number of error encountered during the run.

To examine this information in more detail, click View Log.

Action summary log

Clicking View Log displays a log containing summary information about the last run of the Group Family. The log includes descriptions of the error situations, if any occurred during the run, and summarizes the quantitative results of the run, such as the number of updated groups, the number of created groups, and the number of objects that have group memberships changed.

The log can be divided into three sections: Prolog, Error List, and Epilog. The Prolog and Epilog sections are always present in the log, whereas the Error List section only appears if any errors or warnings occurred during the run.

The Prolog section provides the following information:

  • The date and time the run was started

  • The number of managed objects found in the Group Family scope

  • The total amount of groupings found by analyzing the group-by properties

The Epilog section provides the following information:

  • The number of errors, if any occurred

  • The number of invalid combinations of group-by property values, if any detected

  • The number of groups the Group Family created during the run

  • The number of groups the Group Family updated during the run

The Error List section provides information about all errors and warnings the Group Family encountered during the run.

Departmental Group Family

Suppose the Organizational Unit (OU) named Users contains a number of user accounts. Also assume that for each of the values listed below there are one or more user accounts in the Users OU with the Department property set to that value. Thus, the following values of the Department property are present in the user accounts held in the Users OU:

  • Accounting

  • Executive Services

  • Facilities

  • Finance

  • Government Services

  • Human Resources

  • Information Technology

  • Operations

In this section, you can find the instructions on how to implement a Group Family that creates and maintains a separate group for users in each of those departments. The Group Family configuration storage group will be created in the Organizational Unit named Groups. The Group Family will be configured to create the departmental groups in that same OU.

Open the Active Roles Console, and perform the following steps to implement the Group Family.

To create and run the Departmental Group Family

  1. Right-click the Groups OU and select New > Group Family.

    This will start the New Group Family Wizard. The remaining steps apply to that wizard.

  2. On the Welcome page, click Next.

  3. In the Group Family name box, type Departmental Group Family. Click Next.

  4. Click the Pre-configured grouping by option, click Department in the list under that option, and then click Next.

  5. Remove the Groups OU from the Containers list, and add the Users OU to that list. Click Next.

  6. Click the User option, and then click Next.

  7. Verify that the Group by these properties list includes the only entry—Department. Click Next.

  8. Select the Skip this step, without capturing groups manually check box. Click Next.

  9. Click Next to accept the default rule for group naming: CG-%<key.department>.

  10. Click Next to accept the default group scope and type.

  11. Click Next to accept the default location for the controlled groups: Group Family home OU.

  12. Click Next to accept the default settings related to Exchange.

  13. Select the Run Group Family once after completing this page check box. Click Next.

  14. Click Finish.

Once you have completed these steps, the Group Family performs all the necessary processing to create the groups, one group per department, and adds users to the appropriate groups based on the Department property.

You might look at the contents of the Groups OU in the Active Roles Console to verify that the departmental groups are created successfully. You might also examine properties of a group generated by the Group Family, to verify that the membership list of the group is correct. For example, the membership list of the CG-Executive Services group consists of the user accounts that have the Department property set to Executive Services.

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