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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

User Interfaces

You can use Access Template from the User Interfaces container to delegate the control to users in the User Interfaces container under Server Configuration, to log in to the Active Roles MMC interface.

To examine an Access Template in detail

  1. Right-click the Access Template and click Properties.

    The Permissions tab in the Properties dialog box lists all permissions entries defined in the Access Template, and allows you to inspect each entry.

  2. Select an entry and click the View button.

NOTE: Active Roles does not allow predefined Access Templates to be modified or deleted. If you need to make changes to a predefined Access Template, you should create a copy of the Access Template and then modify the copy as needed. To create a copy, right-click the Access Template and click Copy.

To apply an Access Template by using the Delegation of Control wizard, right-click the Access Template, click Links, and then, in the Links window, click Add to start the wizard.

For more information, see Applying Access Templates later in this chapter.

 

User Self-management

You can use Access Templates from the User Self-management container to delegate self-management tasks to end-users (for instance, giving end-users the right to make changes to their own accounts by using the Active Roles Web Interface for self-administration).

You can examine an Access Template in detail by viewing the Properties dialog box: right-click the Access Template and click Properties. The Permissions tab in the Properties dialog box lists all permissions entries defined in the Access Template, and allows you to inspect each entry: select an entry and click the View button.

NOTE: Active Roles does not allow predefined Access Templates to be modified or deleted. If you need to make changes to a predefined Access Template, you should create a copy of the Access Template and then modify the copy as needed. To create a copy, right-click the Access Template and click Copy.

You can apply an Access Template by using the Delegation of Control wizard: right-click the Access Template, click Links, and then, in the Links window, click Add to start the wizard. For more information, see Applying Access Templates later in this chapter.

 

Creating an Access Template

The Active Roles console provides the New Object - Access Template wizard for creating Access Templates. You can start the wizard as follows: right-click Access Templates in the console tree, and select New | Access Template. In this case, the wizard adds an Access Template to the Access Templates container.

NOTE: It is advisable to store custom Access Templates in a separate container. You can create a container as follows: right-click Access Templates in the console tree, and select New | Access Template Container. After you have created a container, you can have the wizard add an Access Template to that container rather than directly to Access Templates: right-click the container in the console tree and select New | Access Template.

The first page of the wizard looks as shown in the following figure.

Figure 12: Add new Access template

On this page, type a name and description for the new Access Template. The Active Roles console will display the name and description in the list of Access Templates in the details pane.

Click Next. The second page of the wizard looks as shown in the following figure.

Figure 13: Access template permission enteries

This page prompts you to configure a list of Access Template permission entries. You can use the Add, Remove and View/Edit buttons to add, remove and modify an entry, respectively. Clicking Add starts the Add Permission Entries wizard that helps you configure permission entries. The wizard is discussed later in this section.

After you have completed the list of permission entries, click Next, and then click Finish. The new Access Template is created.

Add Permission Entries wizard

The Add Permission Entries wizard lets you specify the permission to be added into the Access Template. The first page of the wizard looks as shown in the following figure.

Figure 14: Add Permission Entries

On this page, you select the types of objects to which you want the permission to allow (or deny) access. You can select one of these options:

  • All object classes  With this option, the permission controls access to objects of any type.
  • Only the following classes  With this option, the permission controls access to objects of the type you choose by selecting the appropriate check boxes in the list.

NOTE: By default, all object classes are not displayed in the list. To display all object classes, select the Show all possible classes check box.

After you have selected the object classes you want, click Next. The next page of the wizard looks as shown in the following figure.

Figure 15: Permission category

On this page, you select a permission category, and specify whether you want the permission to allow or deny certain administrative actions.

You can select one of the following permission categories:

  • Full Control access  Allows or denies all administrative actions on an object
  • Object access  Controls how an object is accessed and controlled.
  • Object property access  Controls access to an object’s attributes.
  • Creation/Deletion of child objects  Allows or denies creation or deletion of objects in a container.

If you want the permission to deny certain administrative actions, you select the Deny permission check box.

The following sections elaborate on the permission categories you can select in the Add Permission Entries wizard.

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