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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

Group creation-related rules

When a Group Family discovers a grouping that is not linked to any group, it creates a new group, links the new group to the grouping, and adds the members of the grouping to that group. The Group Family configuration specifies a number of rules on how to set up certain properties for new groups.

The rules that control the group creation process are defined when the Group Family configuration is created. You can examine or modify those rules by using Manage Rules on the Controlled Groups tab, in the Properties dialog of the Group Family configuration storage group.

  • The Manage Rules button gives you access to a series of pages that are similar to those of the New Group Family wizard discussed earlier in this chapter. Clicking Manage Rules starts a step-by-step process organized into these pages:

    • Group Naming Rule: Group Family uses this rule to generate the Group name, Display name, Group name (pre-Windows 2000), and E-mail alias when creating new groups. For more information, see Group naming rule.

    • Group Type and Scope: The group type and group scope that is assigned to the groups created by the Group Family.

    • Location of Groups: The rule that determines the container in which the Group Family creates new groups. For more information, see Location of groups.

    • Exchange-related Settings: The rule that determines whether the groups created by the Group Family are mail-enabled, and a number of options pertinent to mail-enabled groups. For more information, see Exchange-related settings.

You can navigate through these pages by using the Back and Next buttons. The Finish button on the last page commits the changes, if any, from all pages to the Properties dialog, and completes the task of managing the group creation rules. The changes are applied when you click OK or Apply in the Properties dialog, and can be discarded by clicking Cancel.

Groupings tab

From the Groupings tab, you can view or change the Group Family settings that control the Group Family calculation processes.

During each run, the Group Family re-calculates groupings by breaking up the set of managed objects (scope) into sub-sets, with each sub-set consisting of the objects that have a particular combination of values assigned to the group-by properties.

The scope and the group-by properties are specified when the Group Family configuration is created, and can be changed on the pages that appear when you click Configure on the Groupings tab. By clicking Configure, you can view or change the following settings:

  • Location of Managed Objects: The containers that hold the objects to be managed by this Group Family. For more information, see Location of managed objects.

  • Selection of Managed Objects: The rules that determine what objects are to be managed by this Group Family. For more information, see Selection of managed objects.

  • Group-by Properties: The list of properties based on which the Group Family calculates groupings. For more information, see Group-by properties.

    If you add or remove a group-by property, the naming rules that currently exist are replaced with the default naming rule and the list of groups to capture is erased.

Schedule tab

The Schedule tab displays Group Family schedule-related information, and allows you to view or modify scheduling settings.

The tab displays the following information:

  • Schedule: The Group Family is scheduled to run as indicated by this statement.

  • Run on this server: The Administration Service that performs all operations needed to run the Group Family.

  • Last run time: The date and time the Group Family was last run.

  • Next run time: The date and time that the Group Family is next scheduled to run.

You can use the Configure button to examine the Group Family schedule in more detail, and make changes to the schedule as needed.

Clicking Configure displays the Group Family Scheduling page, similar to that of the New Group Family wizard. For more information, see Group Family scheduling. View or modify the schedule settings on that page, and click Finish to commit your changes to the Properties dialog. The changes are applied when you click OK or Apply, and can be discarded by clicking Cancel.

Action Summary tab

The Action Summary tab displays quantitative information about the Group Family run.

Use the Action Summary tab to see the following information about the last run of the Group Family:

  • Last run started: The date and time the run was started.

  • Last run finished: The date and time the run was finished.

  • Managed objects: The number of objects found in the Group Family scope.

  • Valid groupings: The number of groupings calculated during the run.

  • Failed groupings: The number of groupings the Group Family failed to identify due to invalid combinations of group-by property values. An example of an invalid combination occurs when values for one or more properties are missing from the combination.

  • Groups created: The number of groups the Group Family created during the run.

  • Groups updated: The number of groups for which the Group Family updated the membership lists during the run.

  • Updates in group memberships: The number of objects the Group Family added or removed from groups during the run.

  • Errors: The number of error encountered during the run.

To examine this information in more detail, click View Log.

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