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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

Steps for removing group members from a Managed Unit

To remove group members from a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.
  3. On the Membership Rules tab, click Add. The Membership Rule Type dialog box appears.
  4. In the Membership Rule Type dialog box, click Exclude Group Members, and then click OK. The Select Objects dialog box appears.
  5. Use the Select Objects dialog box to locate and select the group (or groups) whose members you want to be excluded from the Managed Unit.

For general instructions on how to configure membership rules, see Steps for adding membership rules to a Managed Unit earlier in this document.

  1. Click OK to close the Properties dialog box.

Copying a Managed Unit

With the Active Roles console, you can create copies of Managed Units. This feature helps you re-use existing Managed Units.

To create a copy of a Managed Unit, right-click the Managed Unit, and click Copy. This opens the Copy Object – Managed Unit wizard. You can complete the wizard by following the instructions in the Creating a Managed Unit section, earlier in this chapter.

Steps for copying a Managed Unit

To copy a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to copy.
  3. Right-click the Managed Unit, and then click Copy. The Copy Object - Managed Unit wizard starts.
  4. On the first page of the wizard, do the following, and then click Next:
    1. In the Name box, type a name for the Managed Unit.
    2. In the Description box, type any optional information about the Managed Unit.
  5. On the second page of the wizard, you can add, remove, and modify the membership rules that were copied from the original Managed Unit. Do the following:
    • To add a membership rule to the new Managed Unit, click Add.
    • To remove a membership rule from the new Managed Unit, select the membership rule from the list, and click Remove.
    • To modify a membership rule for the new Managed Unit, select the membership rule from the list, and click View/Edit.

    For instructions on how to configure a membership rule, see Steps for adding membership rules to a Managed Unit earlier in this document.

  1. Click Next.
  2. On the next page of the wizard, do the following:
    • Click Security to specify permission settings on the Managed Unit.
    • Click Policy to specify policy settings on the Managed Unit.

    For instructions on how to specify security and policy settings, see Steps for modifying permission settings on a Managed Unit and Steps for modifying policy settings on a Managed Unit earlier in this document.

  1. Click Next, and then lick Finish.

NOTE: The membership rules, permission settings, and policy settings are copied from the original Managed Unit and can be modified in the Copy Object - Managed Unit wizard.

Exporting and importing a Managed Unit

With the Active Roles console, you can export Managed Units to an XML file and then import them from that file to populate another instance of Active Roles. The export and import operations provide a way to move Managed Units from a test environment to a production environment.

NOTE: When you export and then import a Managed Unit, only membership rules are transferred along with other properties of the Managed Unit. The permission and policy settings of the Managed Unit are not exported. You need to reconfigure them manually after you import the Managed Unit.

To export Managed Units, select them, right-click the selection, and select All Tasks | Export. In the Export Objects dialog box, specify the file where you want to save the data, and click Save.

To import Managed Units, right-click the container where you want to place the Managed Units, and then click Import. In the Import Directory Objects dialog box, select the file to which the Managed Units were exported, and click Open.

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