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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

Automation workflow

An Active Roles "Workflow" is a sequence of actions that leads to the completion of a certain task. The sequence is carried out according to a set of rules or policies. A workflow can be configured to start upon a change request that satisfies the start conditions of the workflow. An example is a workflow that coordinates the process of approving certain changes to directory data such as creation of new users or population of security groups. In Active Roles, this kind of workflow is referred to as a change workflow.

A workflow can also perform routine administrative tasks either on a scheduled basis or on user demand. In these cases, the workflow is not attached to any change request. With Active Roles, you can configure a workflow to perform certain actions at a specific time. You can also allow users to run a workflow at any time on demand. This workflow category is referred to as an automation workflow.

Automation workflows can automate the completion of complex administrative tasks to help you manage large task volumes. It also allows you to build checks or restrictions in directory administration processes to ensure consistency and compliance with your company policies and legal requirements. By using automation workflow, you can ensure that directory administration tasks are performed in a consistent and efficient manner.

Automation workflow options and start conditions

The start conditions of an automation workflow determine the trigger that causes the workflow to start. You can use a time-based trigger or an event-based trigger to start an automation workflow. It is also possible to allow an automation workflow to be started on user demand.

With a time-based trigger, you can configure an automation workflow to start at a specific time of a day or you can schedule an automation workflow to start multiple times on a daily, weekly, or monthly basis. An event-based trigger allows you to start an automation workflow upon startup of the Active Roles Administration Service. Each automation workflow can have only one trigger.

To enable a time-based trigger, an automation workflow must be configured with the option to run the workflow on a schedule. This option is available on the Workflow Options and Start Conditions page in the Workflow Designer of the Active Roles Console.

Run the workflow on a schedule

If you select the Run the workflow on a schedule option, then you can choose from the following options to run the workflow:

  • One time: Lets you choose the date and time to run the workflow.

  • Hourly: Lets you choose the date and time to run the workflow for the first time, and the recurrence interval (in hours and minutes) for the workflow. Thus, an interval of one hour causes the workflow to run every hour and an interval of two hours causes the workflow to run every other hour.

  • Daily: Lets you choose the date to run the workflow for the first time, the time of the day to run the workflow, and the recurrence interval (in days) for the workflow. Thus, an interval of one causes the workflow to run every day and an interval of two causes the workflow to run every other day. The workflow will start at the specified time each day.

  • Weekly: Lets you choose the date to run the workflow for the first time, the time of the day to run the workflow, the days of the week on which to run the workflow, and the recurrence interval (in weeks) for the workflow. Thus, an interval of one causes the workflow to run every week and an interval of two causes the workflow to run every other week. The workflow will start at the specified time on each of the specified days.

  • Monthly: Lets you choose the date to run the workflow for the first time, the time of the day to run the workflow, the months in which to run the workflow, and the day of the month on which to run the workflow. You can choose either the number of the day, or the first, second, third, fourth, or last occurrence of a certain day of the week day during the month. The desired day of the week can be selected from a list.

  • When the Administration Service starts: Causes the workflow to start immediately after the Active Roles Administration Service has started up. This option applies to the Administration Service identified by the Run the workflow on setting.

Server to run the workflow

When started by a schedule, the workflow runs on a certain instance of the Active Roles Administration Service. The instance is identified by the Run the workflow on setting. This setting indicates the name of the computer running the Administration Service. You can choose the desired computer from the Run the workflow on list.

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