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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 error handling for a Search activity

When configuring a Search activity, you can configure error handling to suppress errors encountered by that Search activity and all activities included in that Search activity.

To configure error handling for a Search activity

  1. In the process diagram, right-click the name of the Search activity and click Properties.

  2. Go to the Error handling tab in the “Search” Activity Properties dialog, 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 stop the workflow. If you select this check box, the workflow continues regardless of whether or not the Search activity or any activity within the Search activity encounters an error condition.

Configuring “Run as” options for a Search activity

By default, the Search activity is started under the user account specified by the “Run as” setting in the workflow options and start conditions. This could be the service account of the Active Roles Administration Service or the account of the user who caused the workflow to start. You can configure the activity to override the default “Run as” setting.

To configure “Run as” options for a Search activity

  1. In the process diagram, right-click the name of the Search activity and click Properties.

  2. Click the “Run as” options hyperlink at the bottom of the “Search” Activity Properties dialog.

  3. To override the default “Run as” setting for this activity, select the Run this activity under check box, and then choose the account under which you want the activity to run:

    • Click The service account of Active Roles if you want this activity to run under the service account of the Active Roles Administration Service.

    • Click The account of the user who started the workflow if you want this activity to run under the account of the user who caused the workflow to start. Depending on the type of the workflow, this is either the user who requested the operation that started the workflow or the user who started the workflow on demand.

The account under which the activity is running determines the access rights of the activity in the directory.

Configuring additional settings for a Search activity

By using additional settings, you can configure a Search activity to stop the search if the number of the objects that meet the search conditions exceeds a certain threshold. It is also possible to modify behavior of a Search activity using so-called request controls to pass additional information to Active Roles on how to process operation requests created by that activity.

To configure additional settings for a Search activity

  1. In the process diagram, right-click the name of the Search activity and click Properties.

  2. Click the Additional settings hyperlink at the bottom of the “Search” Activity Properties dialog.

  3. To have the Search activity stop the search if the number of the objects found by the search exceeds a certain threshold, select the Terminate the search activity if the search returns more than check box, and specify the maximum number of objects the activity is allowed to return when performing a search.

  4. Add, change, or remove request controls in the Include or exclude these controls from the activity operation requests list.

    To add or change a control, click Add or Change, and then, in the dialog that opens, specify the name and, if applicable, the value of the control. If you want the activity to add the control to the requests, click Include this control in the activity operation requests. If you want to ensure that the control never occurs in the requests created by this activity, click Exclude this control from the activity operation requests.

Request controls are certain pieces of data in an operation request that can be used to pass additional information to Active Roles on how to process the request. Request controls are optional. If no request controls are added to a request, then Active Roles determines how to process the request based solely on the type of the request. For more information about request controls, see the Active Roles SDK documentation.

Configuring CRUD activities

Active Roles offers a number of workflow activities, collectively referred to as CRUD activities, intended to create new objects, and modify or delete existing objects in Active Directory. The CRUD abbreviation designates the key operations that can be performed by using these activities: Create, Read, Update, Delete.

  • Create activity: Creates an object, such as a user, group, or computer, in Active Directory.

  • Update activity: Changes properties of an object, such as a user, group, or computer, in Active Directory.

  • Add to group activity: Adds an object, such as a user, group, or computer, to specified groups in Active Directory.

  • Remove from group activity: Removes an object, such as a user, group, or computer, from specified groups in Active Directory.

  • Move activity: Moves an object, such as a user, group, or computer, to a specified container in Active Directory.

  • Deprovision activity: Deprovisions a user or group, by applying the Active Roles deprovisioning policy.

  • Undo deprovision activity: Restores a user or group that was deprovisioned by using Active Roles.

  • Delete activity: Deletes an object, such as a user, group, or computer, in Active Directory.

The following topics in this section provide the steps for configuring the settings that are common to CRUD activities:

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