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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

Managing policy scope

When applying a Policy Object to a directory object, Active Roles creates a Policy Object link. Thus, policies are put in force by linking Policy Objects to directory objects: Managed Units, directory folders (containers), or individual (leaf) objects.

Each Policy Object link includes the following information:

  • The Policy Object that defines the policies.

  • The Directory object that is the target of the link.

  • An Include or Exclude flag that specifies whether the directory object is included or excluded from the policy scope.

You can display a list of Policy Object links starting from one of the following points:

  • Policy Object: Right-click a Policy Object and click Policy Scope.

    This displays the links in which the Policy Object occurs.

  • Directory object: First, open a window that lists the Policy Objects that affect this directory object:

    • For a container object or Managed Unit, right-click the object or Unit and click Enforce Policy.

    • For a leaf object, right-click the object, click Properties, go to the Administration tab, and click Policy.

    Next, in the window that opens, click Advanced.

    This displays the links in which the directory object occurs as the target object.

Another way to see a list of Policy Object links is the use of the Advanced Details Pane. Ensure that Advanced Details Pane is checked on the View menu, and then do one of the following:

  • Select a Policy Object.

    The Active Roles Policy Scope tab lists the links in which the Policy Object occurs.

  • Select a directory object (Managed Unit, container, or leaf object), right-click a blank area on the Active Roles Policy tab, and click Advanced View.

    This displays the links in which the directory object occurs as the target object.

When you display a list of Policy Object links for a directory object, the list appears in a separate window. Each entry in the list includes the following information:

  • Policy Object: Name of the Policy Object.

  • Directory Object: Canonical name of the object to which the Policy Object is linked, that is, the target object of the link.

  • Include/Exclude: Flag that determines the behavior of the link:

    • Include Explicitly means the link puts the target object within the policy scope, that is, the policies defined in the Policy Object control the target object.

    • Exclude Explicitly means the link puts the target object out of the policy scope, that is, the policies defined in the Policy Object do not control the target object.

The Exclude flag takes precedence over the Include flag. If there are two links with the same Policy Object, one of which is flagged Include while another one is flagged Exclude, the object is effectively excluded from the policy scope of the Policy Object.

The list of Policy Object links displays the links of these categories:

  • Direct links: Policy Object is applied (linked) directly to the object you have selected.

  • Inherited links: Policy Object is applied (linked) to a container in the hierarchy of containers above the object you have selected, or to a Managed Unit to which the selected object belongs.

The links inherited from parent objects can be filtered out of the list. To do this, clear the Show inherited check box.

To manage links, you can use the buttons beneath the list:

  • Add: Displays the dialog where you can select Policy Objects, creating the links to the Policy Objects you select.

  • Remove: Deletes the selected entries from the list of links. Available for direct links only.

  • View/Edit: Displays the dialog to view or modify link properties, such as whether the link affects the child objects of the link target object. Available for only those links that are flagged Include.

  • Exclude: Shows up for links flagged Include. Available on direct links only. Changes the flag to Exclude.

  • Include: Shows up for links flagged Exclude. Available on direct links only. Changes the flag to Include.

TIP: The Remove button is only available on direct links. When you need to delete links, it is advisable to manage them using the Policy Scope command on the Policy Object.

To simplify the management of policy effect on directory objects, the Active Roles Console allows you to manage policy scope without directly managing links to Policy Objects. For a directory object, you can view and modify its policy list, that is a list of Policy Objects that control (affect) the directory object, instead of having to sort through direct and inherited links.

Given a directory object, you can display its policy list as follows:

  • For a container or a Managed Unit, right-click it and click Enforce Policy.

  • For a leaf object (user, group, or suchlike), right-click it, click Properties, go to the Administration tab, and click Policy.

Each entry in the policy list includes the following information:

  • Policy Object: The name of the Policy Object. The Policy Object controls this directory object due to a direct link or inherited links.

  • Block Inheritance: Indicates whether policy effect is blocked on this directory object. If the Blocked check box is selected, the Policy Object link flagged Exclude is created for this directory object.

You can manage the policy list using the buttons beneath the list:

  • Add: Displays the dialog where you can select Policy Objects, putting the directory object under the control of the Policy Objects you select.

  • Remove: If you select a Policy Object from the policy list and click Remove, the direct link of the Policy Object to this object is deleted.

    If the Policy Object is in the list due to an inherited link, the Remove button is unavailable. Moreover, if there are both the direct link and an inherited link to the Policy Object, clicking Remove deletes the direct link. However, it does not remove the Policy Object from the policy list. In this case, the Policy Object remains in the list because the policies are still applied due to inheritance.

    If you need to remove the directory object from the policy scope of a given Policy Object, select the Blocked check box in the Block Inheritance column. This adds the Policy Object link flagged Exclude for the directory object.

  • View/Edit: Displays the Properties dialog for the Policy Object you select from the list. You can use the Properties dialog to manage policies in the Policy Object and gain access to the list of all links where this Policy Object occurs.

  • Advanced: Opens the window with the list of Policy Object links for this directory object, discussed earlier in this section.

You can also access the policy list from the advanced details pane. The list is displayed on the Active Roles Policy tab when you select a directory object.

On the Active Roles Policy tab, you can perform the same management tasks as in the Active Roles Policy window: Right-click a list entry or a blank area and use commands on the shortcut menu. The commands act in the same way as the buttons in the Active Roles Policy window.

Given a Policy Object, you can also manage its policy scope by using a list of directory objects to which the Policy Object is applied (linked). The list can be displayed in a separate window or on a tab in the Advanced Details Pane:

  • To display the list in a window, right-click the Policy Object and click Policy Scope.

  • To display the list on a tab, ensure that Advanced Details Pane is checked on the View menu and select the Policy Object.

The list displays all links of the Policy Object. Each entry in the list includes the following information:

  • Name: Canonical name of the directory object to which the Policy Object is linked, that is, the target object of the link.

  • Include/Exclude: Flag that determines the behavior of the link:

    • Include Explicitly means the link puts the target object within the policy scope, that is, the policies defined in the Policy Object control the target object.

    • Exclude Explicitly means the link puts the target object out of the policy scope, that is, the policies defined in the Policy Object do not control the target object.

    The Exclude flag takes precedence over the Include flag. If there are two links with the same target object, one of which is flagged Include while another one is flagged Exclude, the target object is effectively excluded from the policy scope of the Policy Object.

To manage the list in the Active Roles Policy Scope window, you can use the buttons beneath the list: Add, Remove, View/Edit, Include, or Exclude. The buttons perform basically the same functions as those described earlier in this section. To manage the list in the Active Roles Policy Scope tab, you can use the command on the shortcut menu: Right-click a link or a blank area to access the menu. The menu includes the following commands:

  • Add: Appears when you right-click a blank area. Performs the same action as the Add button. Opens the Select Objects dialog where you can select containers or Managed Units to which you want to link the Policy Object (see Applying Policy Objects).

  • Delete: Appears when you right-click a link. Performs the same action as the Remove button. Deletes the link you select from the list.

  • Exclude: Appears when you right-click a link flagged Include. Performs the same action as the Exclude button. Changes the flag on the link you select.

  • Include: Appears when you right-click a link flagged Exclude. Performs the same action as the Include button. Changes the flag on the link you select.

  • Refresh: Updates the list with the current information.

Steps for 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 Steps for applying a Policy Object.)

    • 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 Steps for 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 (see Steps for applying a Policy Object).

  • 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).

Steps for excluding an object from 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. You can use the following instructions to exclude certain objects from the policy scope of a Policy Object, in order to remove the effect of the Policy Object on those objects.

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 Steps for 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 create a copy of a Policy Object, right-click the Policy Object, and click Copy. This opens the Copy Object wizard. Type a name and description for the copy, and then click Next.

On the next page, the wizard displays a list of policies. The list includes all policies defined in the original Policy Object. Click Finish to create the copy.

The copy has the same properties as the original Policy Object, including the policies and their configurations. You can make changes to the copy using the Properties dialog, as described in Adding, modifying, or removing policies.

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