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Active Roles 8.1.1 - Administration Guide

Introduction 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
Provisioning Policy Objects Deprovisioning Policy Objects How Policy Objects work Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning Exchange Mailbox AutoProvisioning AutoProvisioning in SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Microsoft 365 and Azure Tenant Selection E-mail Alias Generation 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
Using rule-based and role-based tools for granular administration Workflows
Key workflow features and definitions 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 Configure 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 Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Managing Hybrid AD users
Creating a new Azure AD user with the Web Interface Viewing or updating the Azure AD user properties with the Web Interface Viewing or modifying the manager of a hybrid Azure user Disabling an Azure AD user Enabling an Azure AD user Deprovisioning of an Azure AD user Undo deprovisioning of an Azure AD user Adding an Azure AD user to a group Removing an Azure AD user from a group View the change history and user activity for an Azure AD user Deleting an Azure AD user with the Web Interface Creating a new hybrid Azure user with the Active Roles Web Interface Converting an on-premises user with an Exchange mailbox to a hybrid Azure user Licensing a hybrid Azure user for an Exchange Online mailbox Viewing or modifying the Exchange Online properties of a hybrid Azure user Creating a new Azure AD user with Management Shell Updating the Azure AD user properties with the Management Shell Viewing the Azure AD user properties with the Management Shell Delete an Azure AD user with the Management Shell Assigning Microsoft 365 licenses to new hybrid users Assigning Microsoft 365 licenses to existing hybrid users Modifying or removing Microsoft 365 licenses assigned to hybrid users Updating Microsoft 365 licenses display names
Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Microsoft 365 roles management for hybrid environment users Managing Microsoft 365 contacts Managing Hybrid AD groups Managing Microsoft 365 Groups Managing cloud-only distribution groups Managing cloud-only dynamic distribution 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 cloud-only shared mailboxes
Modern Authentication 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 Communication ports Active Roles and supported Azure environments Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Configuring filtering conditions

The Change Workflow Options and Start Conditions dialog provides a condition builder for configuring a filter specific to workflow start conditions, located in the Filtering Conditions area on the Conditions tab. You can access the condition builder in the box under the Workflow starts only if these conditions are fulfilled heading.

When you configure a filter, you need to add at least one condition. Initially, you add a condition to the default condition group. You can create additional condition groups to group a set of conditions and nest grouped conditions within other condition groups.

A condition group contains one or more conditions connected by the same logical operator. By grouping conditions, you specify that those conditions should be evaluated as a single unit. The effect is the same as if you put parentheses around an expression in a mathematical equation or logic statement.

To add a condition to a condition group

  • In the condition builder, click the name of the condition group and then click Insert condition.

    Click the plus sign (+) next to the name of the condition group.

You can remove a condition, if needed, by clicking the Delete condition button labeled X on the right side of the list item representing the condition in the condition builder.

To add a condition group into another condition group

  • Click the name of the condition group, point to Insert condition group, and then click an option to specify the logical operator:

    • AND group: The condition group evaluates to TRUE if all conditions in the group are TRUE.

    • OR group: The condition group evaluates to TRUE if any condition in the group is TRUE.

    • NOT AND group: The condition group evaluates to TRUE if any condition in the group evaluates to FALSE.

    • NOT OR group: The condition group evaluates to TRUE if all conditions in the group evaluate to FALSE.

By default, AND is the logical operator between the conditions in a condition group. It is possible to change the logical operator by converting the condition group to a different group type: Click the name of the group, point to Convert condition group to, and then click the option appropriate to the desired logical operator.

You can remove an entire condition group, if needed, by clicking the name of the group and then clicking Delete condition group.

Once you have added a condition to a condition group, you can use the following steps to configure the condition.

To configure a condition

  1. Click Configure condition to evaluate, and then choose from the following options to specify the entity or field you want the condition to evaluate:

    • Click Property of workflow target object to evaluate a certain property of the workflow target object. Then, click to choose the target property.

    • Click Property of workflow initiator to evaluate a certain property of the workflow initiator. Then, click to choose the target property.

    • Click Changed value of workflow target object property to evaluate requested changes to a certain property of the workflow target object. Then, click to choose the target property.

    • Click Workflow parameter value to evaluate the value of a certain parameter of the workflow. Then, click to choose the desired parameter.

    • Click Property of object from workflow data context to evaluate a certain property of a certain object involved in the workflow. Then, click to choose the target object and the target property.

    • Click Value generated by rule expression to evaluate the string value generated by a certain rule expression. Then, click to add entries to the rule expression.

  2. Click the current comparison operator, if needed, and then click the operator you want the condition to use.

    By default, a condition is configured to use the equals operator.

  3. Click Define value to compare to, and then choose from the following options to specify the desired comparison value:

    • Click Text string to perform comparison with a literal string of characters. Then, type the desired string.

    • Click Property of workflow target object to perform comparison with the value of a certain property of the workflow target object. Then, click to choose the target property.

    • Click Property of workflow initiator to perform comparison with the value of a certain property of the workflow initiator. Then, click to choose the target property.

    • Click Changed value of workflow target object property to perform comparison with the value that is requested to be assigned to a certain property of the workflow target object. Then, click to choose the target property.

    • Click Workflow parameter value to perform comparison with the value of a certain parameter of the workflow. Then, click to choose the desired parameter.

    • Click Property of object from workflow data context to perform comparison with the value of a certain property of a certain object involved in the workflow. Then, click to choose the target object and the target property.

    • Click Value generated by rule expression to perform comparison with the string value generated by a certain rule expression. Then, click to add entries to the rule expression.

Configuring script-based conditions

To configure a script-based condition, you need to create and apply a script module containing a function that analyzes the requested operation to determine whether to start the workflow. The function may use the Active Roles ADSI Provider to access properties of objects involved in the operation, analyze the properties, and return TRUE or FALSE depending on the result of the analysis. The workflow starts if the function returns TRUE.

To apply a script-based condition

  1. In the condition builder, click the name of the condition group, and then click Insert condition.

  2. Click Configure condition to evaluate, and then click Value generated by rule expression.

  3. In the Configure Rule Expression dialog, click Add entry and then click Value generated by script.

  4. Use the Configure Entry dialog to select the appropriate script module and script function.

  5. Click OK to close the Configure Entry dialog.

  6. Click OK to close the Configure Rule Expression dialog.

  7. In the condition builder, verify that comparison operator equals is selected.

  8. Click Define value to compare to, and then click Text string.

  9. In the Configure Entry dialog, under Text string, type TRUE.

  10. Click OK to close the Configure Entry dialog.

  11. Click OK to close the Change Workflow Options and Start Conditions dialog.

  12. Save your changes to the workflow definition.

As a result of these steps, the workflow will start if the function specified in Step 4 returns TRUE upon evaluating the condition at workflow start time.

For more information and instructions, see Developing Script Condition Functions in the Active Roles SDK documentation.

"Run as" options

The “Run as” options determine the user account that the workflow runs under. Click the “Run as” options link on the Workflow Options and Start Conditions page to view or change the account setting. You can choose from the following options:

  • The service account of Active Roles: The workflow runs under the service account of the Administration Service that runs the workflow.

  • The account of the user who started the workflow: The workflow runs under the Windows account of the user who requested the operation that started the workflow.

All activities within the workflow normally run under the account identified by the “run as” options for the workflow. However, each activity can be configured to use individual “run as” options. The property page for the activity contains the “Run as” options link allowing you to override the workflow “run as” setting on a per-activity basis.

When running under the account of the Administration Service, the workflow activities have the same rights and permissions as the Administration Service itself and thus can perform any tasks allowed for the Administration Service.

When running under the account of the user who started the workflow, the activities can perform only the tasks that Active Roles allows for that user account. The Administration Service processes the activity operation requests as if they were submitted by that user via Active Roles, so the activities have the rights and permissions the user account is given in Active Roles.

Enforce approval

The Enforce approval option determines whether to apply approval rules to the changes requested by the workflow running under a privileged account. When selected, this option causes the approval-pending changes requested by the workflow activities to be submitted for approval regardless of the account under which the workflow is running. Otherwise, the changes are applied without waiting for approval if the workflow is running under the service account of Active Roles, under the account of the approver, or under the account of an Active Roles administrator. This option setting can be overridden on a per-activity basis.

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