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Active Roles 8.1.3 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration 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 Configuring 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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication 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

Creating and configuring the Managed Unit

You can create and configure the Managed Unit by using the Active Roles Console.

To create and configure the Managed Unit for deprovisioned users

  1. In the Console tree, under Configuration, right-click Managed Units, and select New > Managed Unit.

  2. In Name, enter a name for the Managed Unit. For example, enter Deprovisioned Users.

  3. Click Next.

  4. Configure the membership rule to have the Managed Unit include the deprovisioned user accounts from all domains that are registered with Active Roles (managed domains):

    1. On the wizard page, click Add.

    2. In the Membership Rule Type dialog, click Include by Query, and then click OK.

    3. Use the Create Membership Rule window to set up the rule:

      • In Find, click Users.

      • Click Browse and select Active Directory.

      • Click Advanced.

      • Click Field, then click Notes.

      • In Condition, click Is (exactly).

      • In Value, enter Deprovisioned.

        At this point, the window must look like the following figure.

        Figure 63: Find Groups

      • Click Add.

      • Click Add Rule.

  5. On the wizard page, click Add.

  6. In the Membership Rule Type dialog, click Retain Deprovisioned, then click OK.

  7. Click Next, click Next, and then click Finish.

Configuring the Policy Object

You can configure the Policy Object you need by modifying the Policy Object that implements the scenario described in Scenario 1: Disabling and renaming the user account upon deprovisioning.

Display the Properties dialog for that Policy Object and go to the Policies tab. Then, select the policy from the list, and click View/Edit to display the Group Object Deprovisioning Policy Properties dialog. Click Change Properties.

The Change Properties tab looks similar to the page of the same name in the wizard you used to create the Policy Object. You can use that tab to add the update rule for the Notes property:

  1. Click Add to display the Select Object Property dialog.

  2. Select the check box next to the Notes property, and then click OK.

  3. In the Add Value dialog, type Deprovisioned in the ‘Notes’ must be box, and then click OK.

Click OK to close the Group Object Deprovisioning Policy Properties dialog.

Applying the Policy Object

You can apply the Policy Object without closing its Properties dialog. Go to the Scope tab and do the following:

  1. On the Scope tab, click the Scope button to display the Active Roles Policy Scope window for the Policy Object you are managing.

  2. Click Add and select the domain, OU, or Managed Unit where you want to apply the policy to.

    You can also use the Remove button to remove items where you want the policy to no longer be applied.

  3. Click OK to close the Active Roles Policy Scope window.

  4. Click OK to close the Properties dialog for the Policy Object.

For more information on how to apply a Policy Object, see Applying Policy Objects and Managing policy scope.

Office 365 Licenses Retention

This policy is intended to automate retention of all or selected Microsoft 365 licenses assigned to an Azure AD user after the Azure AD user is deprovisioned successfully.

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