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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

Changes to Azure M365 Policies in Active Roles after 7.4.1

Active Roles 7.4.3 introduces support for Azure Multi tenant model. Multiple tenants can be configured on the Web Interface. You can manage the Azure objects from multiple tenants from the Web Interface.

The previous custom policies related to Azure Roles and licenses, and OneDrive are not valid and the policy evaluation is skipped after an import or upgrade. Active Roles 7.4.3 introduces a new Azure/Microsoft 365 Tenant Management policy that encompasses all the previous Azure related policies such as Azure Roles and Licenses, and OneDrive policies. Configure the latest Azure/Microsoft 365 Tenant Selection policies to proceed further. The Web Interface notifies the user if any older policies are applied on the OU. Deprovisioning policy for Azure license retention is invalid and must be created again and applied. For more information on the new policy, see Microsoft 365 and Azure Tenant Selection.

Managing Hybrid AD users

The Active Roles Web Interface allows you to perform administrative tasks, for example, create, read, update, deprovision, undo-deprovison, and delete Azure AD users in Hybrid environment. You can also perform other operations, for example, add and remove Azure AD users to groups and assign Office 365 licenses to users. Some of the user operations can be performed using the Management Shell in addition to the Web Interface. The following section guides you through the Active Roles Web Interface and Management Shell to manage Azure AD users.

Creating a new Azure AD user with the Web Interface

You can use the Active Roles Web Interface to create and enable a new Azure AD user. You can also assign Microsoft 365 licenses to the new user.

To create a new Azure AD user with the Web Interface

  1. On the Active Roles Web Interface navigation bar, click Directory Management.

  2. On the Views tab in the Browse pane, click Active Directory.

    The list of Active Directory domains is displayed.

  3. Click the domain in which you want to create a new user.

  4. In the list of objects, click the required Container or the Organizational Unit.

  5. In the Command pane, click New User.

  6. In the New User in <OU name> > General wizard, enter the user details, for example, First Name, Last Name, Initials, and User logon name.

  7. Click Next.

  8. In the Account properties wizard, to generate a password for the Account, click Generate , select the required Account options and then click Next.

    Alternatively, you can set the password manually and re-enter in the Confirm Password field to confirm the entered password.

  9. In the Create Azure Account wizard, select the option Create Azure Account.

    The Azure AD account details for the new user are generated automatically and populated in the respective fields.

    NOTE: The Temporary Password field is populated with the default password set for the Active Roles user. You can reset the password for the Azure AD account if required.

  10. Select the Tenant name from the Tenant list drop down. From the User Principal Name drop-down list, select the AD domain to which you want to associate the Azure AD user.

  11. In Usage Location, select the geographical location where Active Roles will be used.

    NOTE: Local rules and regulations for using products and services associated with the configured user can vary by user location. As a result, the Usage Location field is mandatory: if you do not select a country, Active Roles cannot assign Microsoft licenses to the hybrid Azure user.

  12. Click Next.

    The Licenses wizard displays the Microsoft 365 licenses, for example the Microsoft 365 Business Essentials and Business Premium licenses, and the number of licenses that are available to assign to the user.

  13. Select the check boxes corresponding to the license that needs to be assigned to the user, and click Next.

    The O365 Roles wizard displays the Microsoft 365 roles, for example, the Helpdesk Administrator, Directory Readers, and more.

  14. Select the Microsoft 365 roles that you want to assign to the user, and click Finish.

You can view the assigned licenses on the user's Azure Properties > Licenses wizard.

You can view the assigned Microsoft 365 roles on the user's Azure Properties > O365 Roles wizard.

The results can also be viewed on the Azure portal's Licenses and Directory role tabs.

Viewing or updating the Azure AD user properties with the Web Interface

For an existing Azure AD user, you can use the Active Roles Web Interface to view or update the properties.

To view or modify the Azure AD user properties with the Web Interface

  1. On the Active Roles Web Interface navigation bar, click Directory Management.

  2. On the Tree tab in the Browse pane, click Active Directory > <Domain> > <Organizational Unit>.

    The list of existing AD users are displayed.

  3. Select the specific Azure AD user for which you want to view or modify the Azure properties.

  4. In the Command pane, click Azure Properties.

    The Azure Properties wizard for the Azure AD user is displayed.

  5. Use the fields in the Azure Properties wizard to view or modify the properties of the Azure AD user.

  6. After setting all the required properties, click Save.

    You can view the modified settings on the Azure Portal.

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