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Active Roles 8.0 LTS - 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 Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users 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 Microsoft 365 Groups Managing Azure Security Groups Managing cloud-only distribution 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 cloud-only shared 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: Active Roles integration with other One Identity and Quest products Appendix F: Active Roles integration with Duo Appendix G: Active Roles integration with Okta Active Roles Language Pack

“Undo deprovision” activity

An “Undo deprovision” activity is intended to restore a particular user or group that was deprovisioned by using Active Roles. The activity causes Active Roles to roll back the changes that were made to the user or group object by applying the Active Roles deprovisioning policies. As a result, the object reverts to the state it was in before the deprovisioning-related changes where made.

When you configure an “Undo deprovision” activity, you can specify the rules for selecting the user or group you want the activity to restore. Additional options are available such as notification, error handling, and “run as” options.

To configure an “Undo deprovision” activity

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow containing the “Undo deprovision” activity you want to configure.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Activity target tab in the “Undo Deprovision” Activity Properties dialog box.
  3. Click in the Activity performs the operation on this object box to specify the user or group you want the activity to restore. This object is referred to as activity target. You can choose from the following options to specify the activity target:
    • Fixed object in directory.  The activity target is the given object. You can select the desired object in Active Directory when you configure the “Undo deprovision” activity.
    • Object identified by workflow parameter.  The activity target is the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the “Undo deprovision” activity.
    • Object from workflow data context.  The activity target is selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring the “Undo deprovision” activity, you can specify which object you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the activity target is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the “Undo deprovision” activity.
  4. View or change notification settings. For instructions, see Configuring notification.
  5. View or change error handling settings. For instructions, see Configuring error handling.
  6. View or change “run as” options. For instructions, see Configuring “run-as” options.
  7. View or change advanced settings. For instructions, see Configuring additional settings.

“Delete” activity

When you configure a Delete activity, you can specify the rules for selecting the object you want the activity to delete in Active Directory. Additional options are available such as notification, error handling, and “run as” options.

To configure a Delete activity

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow containing the Delete activity you want to configure.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Activity target tab in the “Delete” Activity Properties dialog box.
  3. Click in the Activity performs the operation on this object box to specify the object you want the activity to delete. This object is referred to as activity target. You can choose from the following options to specify the activity target:
    • Fixed object in directory.  The activity target is the given object. You can select the desired object in Active Directory when you configure the Delete activity.
    • Object identified by workflow parameter.  The activity target is the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the Delete activity.
    • Object from workflow data context.  The activity target is selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring the Delete activity, you can specify which object you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the activity target is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure the Delete activity.
  4. View or change notification settings. For instructions, see Configuring notification.
  5. View or change error handling settings. For instructions, see Configuring error handling.
  6. View or change "run as" options. For instructions, see Configuring “run-as” options.
  7. View or change advanced settings. For instructions, see Configuring additional settings.

Configuring notification

You can configure a CRUD activity to subscribe recipients to the notifications of the following events:

  • Activity completed successfully  When configured to notify of this event, the activity causes Active Roles to send a notification e-mail if no significant errors occurred during execution of this activity.
  • Activity encountered an error  When configured to notify of this event, the activity causes Active Roles to send a notification e-mail if any significant errors occurred during execution of this activity.

To configure notification for a CRUD activity

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Notification tab in the Properties dialog box, and use the steps for Configuring a Notification activity to configure the notification settings.

The notification settings specify the event to notify of, and notification recipients. When executed by the workflow, the activity prepares a notification message appropriate to the specified event. Active Roles retains the message prepared by the activity, and sends the message to the specified recipients upon occurrence of that event.

Configuring error handling

When configuring a CRUD activity, you can use error handling to suppress errors encountered by that activity.

To configure error handling for a CRUD activity

  1. In the process diagram, right-click the name of the activity and click Properties.
  2. Go to the Error handling tab in the Properties dialog box, and select or clear the Continue workflow even if this activity encounters an error check box on that tab.

If the Continue workflow even if this activity encounters an error check box is not selected (default setting), then an error condition encountered by the activity causes Active Roles to terminate the workflow. If you select this check box, the workflow continues regardless of whether or not the activity encounters an error condition.

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