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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

Access Templates as administrative roles

Active Roles provides safe, distributed administration through advanced delegation of rights with high granularity to individual users or groups. This relieves highly skilled administrators from routine day-to-day tasks, saving time and increasing productivity. For example, an administrator can allow helpdesk to perform specific tasks, such as resetting passwords or managing group memberships, without granting full administrative privileges.

As you develop your administration and security design, you define delegated administrators (Trustees) and administrative roles (Access Templates). Then, you define Managed Units and apply Access Templates, designating Trustees for each Managed Unit. You can also apply Access Templates to objects and folders in Active Directory, assigning the permissions to the necessary Trustees. This three-way relationship between Trustees, Access Templates, and managed objects is central to the implementation of your role-based administration model.

The Active Directory Users and Computers tool provides the facility to delegate administrative responsibilities. However, every time you want to delegate rights, you need to define a set of permissions. This makes the delegation procedure time-consuming and prone to errors. Active Roles overcomes this problem by consolidating permissions into customizable administrative roles, known as Access Templates. The logical grouping of permissions simplifies the management of delegation settings.

Access Templates are collections of permissions representing administrative roles. Permissions are used to allow or deny certain administrative operations to a user or group. You can create an Access Template that incorporates all permissions required to perform a particular administrative role.

To assign the role to a user or group, link the the Access Template to a Managed Unit, Organizational Unit, domain, or individual object, depending on the scope of the role, and then select a user or group to designate as a Trustee. As a result, the individual user, or each member of the group, acquires the rights specified by the role to administer objects that reside in the collection or folder to which the Access Template has been linked.

How Access Templates work

Active Roles implements delegated administration by linking Access Templates to collections of objects (Managed Units), directory folders (containers), or individual (leaf) objects.

When applied to a directory object, an Access Template specifies permission settings for that object and its child objects. Applying Access Templates to Managed Units is a convenient way to manage permissions on collections of directory objects.

Each Access Template is applied in relation to some users and/or groups (Trustees), and the permissions specified in the Access Template determine their access to managed objects. When an Access Template is modified or no longer applied, permissions set for the directory objects are modified accordingly.

When permissions on a Managed Unit change, Active Roles recalculates the permission settings on all the Managed Unit members. Likewise, the permission information is modified whenever the list of objects in a Managed Unit changes. When objects join or leave a Managed Unit (due to object property changes, for example), all permission settings on those objects are recalculated.

Every object inherits its permission settings from the Managed Units in which it resides. For example, if a Trustee has permissions to access multiple Managed Units that hold a given object, the permissions of the Trustee to access that object are simply defined as a union of all permissions specified at the Managed Unit level.

Applying Access Templates to a container object (directory folder) establishes the access of the Trustee to both the container and its child objects. The Trustee, having permissions specified over a container, possesses inherited permissions for the child objects residing in the container.

Security synchronization

Permissions defined in an Access Template can be propagated to Active Directory, with all changes made to them in Active Roles being automatically synchronized to Active Directory.

By enabling synchronization from Active Roles security to Active Directory native security, Active Roles provides the facility to specify Active Directory security settings with Access Templates. Access Templates simplify and enhance the management of permissions in Active Directory, enable the logical grouping of permissions, and providing an efficient mechanism for setting and maintaining access control.

For each permission entry defined in Active Roles and configured with the Permissions Propagation option set, Active Roles generates native Active Directory permission entries based on the Active Roles permission entry.

The Permissions Propagation option (also referred to as Sync to Native Security or Sync to AD in the user interface) ensures that every time Active Roles permissions change, the associated native permission entries change accordingly.

Disabling the Permissions Propagation option on existing Active Roles permissions, or deleting Active Roles permissions with this option set, deletes all native permission entries specified through those Active Roles permissions.

If a propagated permission entry is deleted or modified in Active Directory, whether intentionally or by mistake, Active Roles restores that entry based on Access Template information, thus ensuring the correct permission settings in Active Directory. The Sync of Permissions to Active Directory scheduled task is used in Active Roles to create or update permission entries in Active Directory based on the Access Template links that have the Permissions Propagation option enabled.

Access Template management tasks

This section guides you through the Active Roles Console to manage Access Templates. The following topics are covered:

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