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Active Roles 7.5.3 - Administration Guide

Introduction About Active Roles Getting Started Rule-based Administrative Views Role-based Administration
Access Templates as administrative roles Access Template management tasks Examples of use Deployment considerations Windows claims-based Access Rules
Rule-based AutoProvisioning and Deprovisioning
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 and Azure Tenant Selection 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management One Identity Starling Management One Identity Starling Two-factor Authentication for Active Roles Managing One Identity Starling Connect Azure AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Office 365 Groups Managing Azure Security Groups Managing cloud-only Azure users Managing cloud-only Azure guest users Managing cloud-only Azure contacts Changes to Active Roles policies for cloud-only Azure objects Managing room mailboxes
Managing Configuration of Active Roles
Connecting to the Administration Service Adding and removing 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Enabling Federated Authentication Appendix F: Active Roles integration with other One Identity and Quest products Appendix G: Active Roles integration with Duo Appendix H: Active Roles integration with Okta

Initial configuration tasks

Active Roles Setup only installs and registers the Active Roles files, without performing any configuration. Upon completion of Active Roles Setup, Configuration Center is used to create an instance of the Administration Service and deploy the default Web Interface sites. Here you can find an overview of these initial configuration tasks.

Configure the Administration Service

The Configure Administration Service wizard creates the Administration Service instance, getting the Administration Service ready for use. The wizard prompts you to supply the following settings:

  • The logon name and password of the account in which this Administration Service instance will be running (service account)
  • The name of the group or user account that will have full access to all Active Roles features and functions through this Administration Service instance (Active Roles Admin)
  • The database in which this Administration Service instance will store the configuration data and management history data

    You have the option to create a new database, or use an existing database of the current Active Roles version. It is possible to have multiple Administration Service instances use the same database.

  • The authentication mode that this Administration Service instance will use when connecting to the database

    With the Windows authentication option, the Administration Service will use the credentials of the service account; with the SQL Server authentication option, the Administration Service will use the SQL login name and password you supply in the wizard.

  • With Azure AD authentication option, the Administration Service will use username and password of the AD User.

  • Azure Databases can be connected using SQL Server authentication or Azure AD authentication.

To start the wizard, click Configure in the Administration Service area on the Dashboard page in the Configuration Center main window. For further information and step-by-step instructions, see “Steps to deploy the Administration Service” in the Active Roles Quick Start Guide.

Configure the Web Interface

The Configure Web Interface wizard creates the default Web Interface sites, getting the Web Interface ready for use. The wizard prompts you to choose which Administration Service will be used by the Web Interface you are configuring. The following options are available:

  • Use the Administration Service instance running on the same computer as the Web Interface
  • Use the Administration Service instance running on a different computer

    This option requires you to supply the fully qualified domain name of the computer running the desired instance of the Administration Service.

  • Let the Web Interface choose any Administration Service instance that has the same configuration as the given one

    This option requires you to supply the fully qualified domain name of the computer running the Administration Service instance of the desired configuration. If your environment employs Active Roles replication, this must be the computer running the Administration Service instance whose database server acts as the Publisher for the Active Roles configuration database.

To start the wizard, click Configure in the Web Interface area on the Dashboard page in the Configuration Center main window. For further information and step-by-step instructions, see the “Initial configuration” topic in the “Installing and configuring the Web Interface” section in the Active Roles Quick Start Guide.

Administration Service management tasks

After installing Active Roles, you perform the initial configuration task to create the Administration Service instance, getting it ready for use. Then, you can use Configuration Center to:

  • View or change the core Administration Service settings such as the service account, the Active Roles Admin account, and the database
  • Import configuration data from an Active Roles database of the current version or an earlier version to the current database of the Administration Service
  • Import management history data from an Active Roles database of the current version or an earlier version to the current database of the Administration Service
  • View the state of the Administration Service
  • Start, stop or restart the Administration Service

Here you can find an overview of these tasks.

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