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Active Roles 8.1.4 - 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

Integration with Microsoft Outlook

For organizations that have deployed a version of Microsoft Exchange Server supported by Active Roles, and use a Microsoft-supported version of Outlook as their standard email client, Active Roles provides an approvals management facility integrated in Outlook. This allows Microsoft Office end-users to manage approvals in Active Roles through the email application they use on a day-to-day basis.

The Add-in for Outlook component that is included with Active Roles offers the basic functionality for processing and submitting approvals. Active Roles Add-in for Outlook allows Microsoft Outlook users to approve or reject requests that are sent to them for approval. Requests are delivered through notification email messages, and can be approved or rejected directly from the notification email message, without having to use the Active Roles Web Interface. In every email message from Active Roles that notifies of an approval request, Active Roles Add-in for Outlook adds the Approve and Reject buttons along with Approve and Reject menu commands allowing the approver to respond by selecting the appropriate button or command.

For more information on the Microsoft Exchange Server versions supported by Active Roles, see System requirements in the Active Roles Release Notes.

Software and configuration requirements for Microsoft Outlook integration

Integration with Microsoft Office Outlook requires the following software and configuration prerequisites:

  • A supported Microsoft Exchange Server version: Integration with Outlook requires at least one server running an Exchange Server version supported by Active Roles. The Exchange server must hold the Client Access server role and the Mailbox server role, to be deployed in your Exchange organization. For more information on the Microsoft Exchange Server versions supported by Active Roles, see System requirements in the Active Roles Release Notes.

  • A supported Microsoft Office Outlook version: The approvers must use a Microsoft Outlook version that is still supported by Microsoft as their email client application.

  • Active Roles Add-in for Outlook (32-bit): The Add-in for Outlook component of Active Roles is installed on the computer running Microsoft Office Outlook. The software requirements specific to Active Roles Add-in for Outlook are listed in the Active Roles Quick Start Guide.

    NOTE: The Active Roles Add-in for Outlook does not support the 64-bit version of Microsoft Office Outlook.

  • (Optional) Approver mailboxes: The mailboxes by which requests can be approved or rejected must be located on a mailbox server running an Exchange server version supported by Active Roles.

    TIP: Although setting up approver mailboxes are not mandatory, One Identity highly recommends configuring them.

  • Active Roles mailbox: A mailbox reserved for the exclusive use of Active Roles. This mailbox must be on a mailbox server running an Exchange server version supported by Active Roles.

  • Exchange Web Services: The approval workflow has the approval rule notification settings configured so that Active Roles uses Exchange Web Services to communicate with Exchange. These settings include the address (URL) of the Exchange Web Services endpoint on an Exchange server that holds the Client Access server role, along with the credentials that identify the Active Roles mailbox.

Integration with non-Outlook email clients

For organizations that have deployed Microsoft Exchange Server, but use an email client application other than Outlook, Active Roles offers the ability to approve or reject change requests by simply replying to notification messages that inform approvers of approval tasks. In this case, the notification message contains selectable options that, when clicked or tapped, cause the email application to create a new message in reply to the notification message. The reply message contains indication of the approval decision (approve or reject) and prompts the approver to supply a comment on the approval decision (approval or rejection reason). Then, the approver sends the reply message, thereby completing the approval task.

Software and configuration requirements for non-Outlook integration

The ability to manage approvals from non-Outlook email clients calls for the same software and configuration prerequisites as Outlook integration (see Integration with Microsoft Outlook), with the following exceptions and additions:

  • The email client applications that can be used to manage approvals are not restricted to Microsoft Office Outlook 2010 or later. It is possible to use, for instance, earlier Outlook versions or email applications on mobile devices.

  • Active Roles Add-in for Outlook does not need to be installed on the computer running the email client application.

  • The approval rule notification settings are configured so that the notification messages originated by Active Roles have integration with the Web Interface turned off. Ensure that the Send approval response by e-mail option is selected in the properties of the email configuration that is used by the approval rule (this is the default setting).

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