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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

Email server settings

The settings specified in this area determine the server to use for notification delivery.

To configure email server settings

  1. In the E-mail server settings area, click Properties.

  2. Use the Properties dialog to view or change the email server settings.

To select a different email server configuration

  • Click the name of the desired configuration in the Configuration of the outgoing mail server list.

To create an e-mail server configuration

  • In the Active Roles Console tree, expand Configuration > Server Configuration, right-click Mail Configuration, and select New > Mail Configuration.

Configuring a Script activity

When configuring a Script activity, you select the Script Module that contains the script to be used by the activity, and then, from the functions held in that script, you choose the function to be run by the activity and, optionally, the function that declares the activity parameters. If any parameters are declared, then you need to supply parameter values. For information and instructions on how to create a script for a Script activity, refer to the Active Roles SDK documentation.

To configure a Script activity

  1. In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the workflow containing the Script activity you want to configure.

    This opens the Workflow Designer in the Details pane, representing the workflow definition as a process diagram.

  2. In the process diagram, right-click the name of the activity and click Properties.

  3. Navigate to the General tab in the Script Activity Properties dialog.

  4. Do one of the following:

    • If the activity has no Script Module selected (for example, the activity has just been added to the process diagram), click Browse and select the Script Module containing the script you want the activity to use.

    • If the activity already has a Script Module selected and you want to use a different Script Module, click Browse to select the Script Module you want.

  5. In the Function to run box, view the name of the script function that will be run by this activity. You can choose the appropriate function from the Function to run list.

    The list contains the names of all script functions found in the selected Script Module. The activity runs the function specified in the Function to run box.

  1. In Function to declare parameters box, view the name of the function that defines the activity parameters. Click Specify Parameters, and then do the following:

    • If necessary, from the Function to declare parameters list, choose the function that defines the parameters specific to this activity.

      The list contains the names of all script functions found in the selected Script Module. The activity has the parameters that are defined by the function specified in the Function to declare parameters box. Normally, this is a function named onInit.

    • Under Parameter values, view or change the values of the activity parameters. To change the value of a parameter, select the name of the parameter and click Edit.

      Clicking Edit displays a page where you can add, remove, or select a value or values for the selected parameter. For each parameter, the function that is used to declare parameters defines the name of the parameter and other characteristics, such as a description, a list of possible values, the default value, and whether a value is required. If a list of possible values is defined, then you can only select values from that list.

  2. (Optional) Navigate to the Notification tab in the Script Activity Properties dialog, and use the steps for Configuring a Notification activity to subscribe recipients to the notifications of the following events:

    • Activity completed successfully: When configured to notify of this event, the activity causes Active Roles to send a notification email if no significant errors occurred during the run of this activity.

    • Activity encountered an error: When configured to notify of this event, the activity causes Active Roles to send a notification email if any significant errors occurred during the run of this activity.

  3. (Optional) Navigate to the Error handling tab in the Script Activity Properties dialog, and select or clear the Continue workflow even if this activity encounters an error check box to specify whether you want Active Roles to suppress errors encountered by this Script activity.

    If this check box is not selected (default setting), then an error condition encountered by the activity causes Active Roles to stop the workflow. If you select this check box, the workflow continues regardless of whether or not the activity encounters an error condition.

Configuring an If-Else activity

An If-Else activity is a composite activity. It is composed of several branches, each of which has individual conditions specified. An If-Else Branch may contain any number of other activities. Every operation that satisfies the conditions specified on a given branch causes Active Roles to run the activities included in that branch. Only one branch of a single If-Else activity can be run even though an operation may satisfy the conditions on more than one branch.

Typically, an If-Else activity has two branches, with certain conditions specified on the first (leftmost) branch. The second branch has no conditions specified on it, so as to act as the Else branch. If an operation satisfies the conditions, the activities included in the first branch are run; otherwise, the operation flows through the activities found in the second branch.

Configuring an If-Else activity involves the following tasks:

To add a branch to an If-Else activity

  1. In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the workflow containing the If-Else activity you want to configure.

    This opens the Workflow Designer in the Details pane, representing the workflow definition as a process diagram.

  2. In the process diagram, right-click the name of the If-Else activity and click Add Branch.

This adds a branch with the default name of If-Else Branch. Right-click the name of the branch and click Properties to change the name as necessary. You can delete a branch by clicking the name of the branch and then clicking Delete.

To add an activity to an If-Else branch

  • Drag the activity from the left panel onto the branch.

If you add an activity to the upper part of the diagram (above the Operation execution line), the activity will be run in the pre-running phase of operation processing. For more information, see Workflow processing overview.

If you add an activity to the lower part of the diagram (beneath the Operation execution line), the activity will be run in the post-run phase of operation processing. Certain activities, such as an Approval activity, which are intended to run in the pre-running phase, cannot be added to the lower part of the diagram.

You can delete an activity from a branch by clicking the name of the activity and then clicking Delete.

For more information on how to configure conditions for an If-Else Branch, see Configuring conditions for an If-Else branch.

Configuring error handling

When configuring an If-Else activity, you can configure error handling to suppress errors encountered by that If-Else activity and all activities included in that If-Else activity.

To configure error handling for an If-Else activity

  1. In the process diagram, right-click the name of the If-Else activity and click Properties.

  2. Navigate to the Error handling tab in the If-Else Activity Properties dialog, and select or clear the Continue workflow even if this activity encounters an error check box on that tab.

If the Continue workflow even if this activity encounters an error check box is not selected (default setting), then an error condition encountered by the activity causes Active Roles to stop the workflow. If you select this check box, the workflow continues regardless of whether or not the If-Else activity or any activity within the If-Else activity encounters an error condition.

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