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Active Roles 8.1.3 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration 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 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
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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication 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

Managing Policy Object links

When you apply a Policy Object (see Applying Policy Objects), Active Roles creates an object, referred to as a Policy Object link, that stores information about the Policy Object and about the directory object on which the Policy Object is applied. Basically, the management of policy settings in Active Roles comes to the management of Policy Objects and Policy Object links. This topic provides some instructions you can use to view or modify Policy Object links.

To view or modify Policy Object links in which a given Policy Object occurs

  1. Right-click the Policy Object, and click Policy Scope.

  2. In the Active Roles Policy Scope dialog, do the following:

    • To create a new link, click Add, and then use the Select Objects dialog to locate and select the object to which you want to link the Policy Object.

    • To delete a link, select it from the list and click Remove.

    • To view or modify the properties of a link, such as the inheritance options, select the link from the list and click View/Edit. For information about inheritance options, see Applying Policy Objects.

    • To specify whether a link removes or puts the effect of the Policy Object on the object to which the Policy Object is linked, select the link and click Exclude or Include, respectively.

To view or modify a list of the Policy Objects on a given object

  1. Open the Active Roles Policy dialog for the object in one of the following ways:

    • Right-click the object, and click Enforce Policy.

    • Right-click the object, and click Properties. Then, on the Administration tab in the Properties dialog, click Policy.

    The Active Roles Policy dialog for a given object lists all the Policy Objects that determine the policy settings on that object. Use the following instructions to modify the list, if necessary.

  2. In the Active Roles Policy dialog, do the following:

    • To define additional policy settings on the object, click Add, and then select one or more Policy Objects that determine the policy settings.

    • To remove the effect of a certain Policy Object on the object you are administering, select the Blocked check box next to the name of the Policy Object. Clear the check box if you want the Policy Object to have an effect on the object.

    • To delete a Policy Object link on the object, select the Policy Object and click Remove. (This operation can be performed if the Policy Object is linked to the object itself rather than to a container or Managed Unit that holds the object).

    • To view or modify policies in a Policy Object, select the Policy Object and click View/Edit. For more information, see Modifying policies in a Policy Object.

    • To display a list of the Policy Object links that determine the policy settings on the object, click Advanced. Use the following instructions to administer the list, if necessary.

To view or modify Policy Object links that determine the policy settings on a given object

  1. In the Active Roles Policy dialog, click Advanced.

  2. In the Active Roles Policy - Advanced View dialog, do the following:

    • To create a new link, click Add, and then select the Policy Object you want.

    • To delete a link, select it from the list and click Remove. (This operation can be performed if the Policy Object is linked to the object itself rather than to a container or Managed Unit that holds the object.)

    • To view or modify the properties of a link, such as the inheritance options, select the link from the list and click View/Edit.

    • To specify whether a link removes or puts the effect of the Policy Object on the object you are administering, select the link and click Exclude or Include, respectively.

NOTE: Consider the following when managing Policy Object links:

  • By default, the Active Roles Policy - Advanced View dialog for an object lists all the links that determine the policy settings on the object, regardless of whether a link was created on the object itself or on a container or Managed Unit that holds the object. To change the display of the list, clear the Show inherited check box.

  • Clicking View/Edit in the Active Roles Policy - Advanced View or Active Roles Policy Scope dialog displays the Properties dialog for the selected link. From the Properties dialog, you can access the properties of both the directory object and Policy Object that are covered by the link, and view or modify the inheritance options for the link. For more information, see Applying Policy Objects.

  • You can also manage Policy Object links on the Active Roles Policy Scope or Active Roles Policy tab in the Advanced Details Pane, which allows you to perform the same tasks as the Active Roles Policy Scope or Active Roles Policy dialog, respectively. Right-click a link or a blank area on the tab, and use command on the shortcut menu. The Active Roles Policy Scope tab is displayed when you select a Policy Object. Otherwise, the Active Roles Policy tab is displayed. To display the Advanced Details Pane, check Advanced Details Pane on the View menu (see Advanced pane in the Active Roles Feature Guide).

Excluding an object from a policy scope

The objects on which a given Policy Object has effect are collectively referred to as the policy scope of the Policy Object. When applying a Policy Object, you add objects to the policy scope. To remove the effects of the Policy Object from specific objects, perform the following steps.

To exclude an object from the policy scope of a Policy Object

  1. Open the Active Roles Policy dialog for the object in one of the following ways:

    • Right-click the object, and click Enforce Policy.

    • Right-click the object, and click Properties. Then, on the Administration tab in the Properties dialog, click Policy.

  2. In the Active Roles Policy dialog, select the Blocked check box next to the name of the Policy Object.

  3. Click OK to close the Active Roles Policy dialog.

NOTE: Consider the following when excluding an object from the policy scope of a Policy Object:

  • You can restore the effect of the Policy Object on the object that was excluded from the policy scope: In the Active Roles Policy dialog for that object, clear the Blocked check box next to the name of the Policy Object.

  • Excluding an object from the policy scope creates a Policy Object link on that object, the link being flagged Exclude Explicitly. Restoring the effect of the Policy Object causes that link to be removed. For more information on how to manage Policy Object links, see Managing Policy Object links.

Copying a Policy Object

With the Active Roles Console, you can create copies of Policy Objects. This feature helps you reuse existing Policy Objects.

To copy a Policy Object

  1. In the Console tree, under Configuration > Policies > Administration, locate and select the folder that contains the Policy Object you want to copy.

  2. To start the Copy Object - Policy Object Wizard, in the details pane, right-click the Policy Object, then click Copy.

  3. On the first page of the wizard, do the following:

    1. In the Name box, enter a name for the new Policy Object.

    2. (Optional) In the Description box, enter any information about the new Policy Object.

    Click Next.

  4. To create the copy of the Policy Object, click Finish.

NOTE: The copy of a Policy Object contains the same policies as the original Policy Object. You can view or modify policies by using the Properties dialog for the newly created Policy Object. To have the console display the Properties dialog, select Display the object properties when this wizard closes on the completion page of the Copy Object - Policy Object Wizard. For more information on how to add, modify, and remove policies from a Policy Object, see Adding policies to a Policy Object, Modifying policies in a Policy Object, and Removing policies from a Policy Object.

Renaming a Policy Object

You can rename Policy Objects with the Active Roles Console.

To rename a Policy Object

  1. In the Console tree, under Configuration > Policies > Administration, locate and select the folder that contains the Policy Object you want to rename.

  2. In the details pane, right-click the Policy Object, and click Rename.

  3. Enter a new name, then press Enter.

NOTE: If a Policy Object is applied within Active Roles to determine policy settings in the directory, renaming the Policy Object does not cause any changes to the policy settings in the directory. When applying a Policy Object, Active Roles refers to the Policy Object by an internal identifier rather than by the name of the Policy Object.

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