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Active Roles 8.1.5 - Web Interface User Guide

Getting Started Web Interface Basics Performing Management Tasks
Managing your personal account Managing Active Directory objects Running an automation workflow Managing temporal group memberships Managing Azure AD, Microsoft 365, and Exchange Online objects
Managing cloud-only Azure contacts 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 Microsoft 365 roles management for hybrid environment users
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 Viewing or modifying the Exchange Online properties of a remote mailbox Managing room mailboxes Managing cloud-only shared mailboxes Deleting or changing the remote mailbox of an on-premises user
Managing AD LDS data Managing computer resources Restoring deleted objects
Using Approval workflows Glossary

Creating a personal view

Personal views are like search or filter queries that you have named and saved. After creating a personal view, you can reuse it without re-creating its underlying search or filter query. To reuse a personal view, click the name of that view on the Views tab in the Browse pane. The Web Interface applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order as when you created the view.

To create a personal view

  1. Do one of the following:

  2. Click the Menu button on the left side of the Toolbar, then click Save current view.

  3. In the dialog box that appears, type a name for the personal view, then click Save.

Changing a personal view

The personal views that you created are listed on the Views tab in the Browse pane. When you select a view in the Browse pane, Web Interface applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order as when you created the view. At this point, you can make changes to the search or filter criteria, set of columns and sort order, and then save the changed settings to the selected personal view or create a new personal view based on the changed settings.

To save the changed settings to the selected personal view

  1. Select a personal view in the Browse pane.

  2. Make changes to the search or filter criteria, list columns or sort order.

  3. Click the Menu button on the left side of the Toolbar, then click Save current view.

  4. In the dialog box that appears, keep the current name of the view. Click Save.

To create a new personal view based on the changed settings

  1. Select a personal view in the Browse pane.

  2. Make changes to the search or filter criteria, list columns or sort order.

  3. Click the Menu button on the left side of the Toolbar, then click Save current view.

  4. In the dialog that appears, type a name for the new personal view, then click Save.

You can also rename or delete personal views.

To rename a personal view

  • On the Views tab in the Browse pane, click Edit next to the name of the view, type a new name, then press Enter or click Edit again.

To delete a personal view

  • On the Views tab in the Browse pane, click Delete next to the name of the view.

Performing Management Tasks

The Active Roles Web Interface provides the following management tasks for administrators and helpdesk personnel.

Managing your personal account

You can view or modify your own user information (such as phone number or email address) with the User Profile Editor of the Active Roles Self-Service Site. The available options of the User Profile Editor are customized by the Active Roles administrator of your organization, who can add new elements to the pages, modify or remove existing elements, and regroup related elements on different tabbed pages.

To view or modify your user account

  1. In your web browser, open the Self-Service Site of the Web Interface.

    By default, the address is http://<server>/ARWebSelfService where <server> is the name of the machine running the Web Interface component.

  2. On the home page of the Self-Service Site, click User Profile Editor.

  3. Use the available options to view or modify your account as needed.

    NOTE: The number and type of fields you can edit depend on your organizational policies, and are configured accordingly by Active Roles administrators. The User Profile Editor also shows the fields that you cannot edit: those fields are indicated as read-only.

  4. To apply your changes, click Save.

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