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Active Roles 8.1.5 - 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

Adding activities to an automation workflow

The Active Roles Console provides the Workflow Designer for creating and configuring workflows. First, you create a workflow definition. Then, you use the Workflow Designer to construct the workflow by adding and configuring workflow activities.

To add an activity to an automation workflow

  1. In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the automation workflow to which you want to add an activity.

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

  2. In the Details pane, drag the activity from the left panel onto the process diagram.

  3. Right-click the name of the activity on the process diagram and click Properties.

  4. Use the Properties dialog to configure the activity.

The steps for configuring an activity depend upon the type of the activity. For more information on how to configure each activity type, see Configuring a workflow.

In the Properties dialog, you can change the name and description of the activity. These settings are common to all activities. The name identifies the activity on the process diagram. The description appears as a tooltip when you point to the activity on the process diagram.

You can remove activity from the workflow by right-clicking the name of the activity in the process diagram and then clicking Delete. This deletes all the configuration settings of the activity from the workflow. It is possible to disable an activity, preserving the activity’s configuration settings: Right-click the activity name and click Disable. Active Roles does not execute the disabled activities when running the workflow. The ability to disable rather than remove an activity is useful if you plan to temporarily turn off the activity within the workflow. Later, you can easily re-enable a disabled activity by right-clicking its name and then clicking Enabled.

Running an automation workflow on demand

An automation workflow can be configured so that users can run it manually regardless of the schedule. This allows them to start the workflow on demand. One can only run an automation workflow on demand if the workflow is enabled and the Allow the workflow to be run on demand setting is selected in the workflow start conditions. For information about enabling a workflow, see Unblocking an automation workflow to run. For more information on how to view or change workflow start conditions, see Configuring start conditions for an automation workflow.

You can run an automation workflow on demand from the Active Roles Console or Web Interface.

To run an automation workflow on demand from the Active Roles Console

  1. In the Active Roles Console tree, under Configuration > Policies > Workflow, right-click the desired automation workflow and click Run.

  2. If prompted, examine or change the values of the workflow parameters.

  3. Click OK in the confirmation message box.

To run an automation workflow on demand from the Web Interface

  1. On the home page in the Web Interface, click Directory Management.

  2. In the Tree pane, expand the Workflow branch and click the container that holds the desired workflow.

  3. In the list of the workflow names, to the right of the Tree pane, click the name of the desired workflow.

  4. Choose the Run command from the menu.

  5. If prompted, examine or change the values of the workflow parameters.

  6. Click OK in the confirmation message box.

Active Roles prompts you for parameter values if the workflow has any parameters that need to be supplied by the user running the workflow on demand. If the workflow has no parameters that require user input, then Active Roles will start the workflow without prompting you for parameter values.

Once you have started an automation workflow, Active Roles opens a run history report, allowing you to examine the progress of running the workflow. The report displays the workflow run status along with information about the activities performed during it. For a workflow that is in progress you have the option to cancel running it by clicking Terminate.

Viewing the run history of an automation workflow

You can use the run history report to examine the running or completed instances of the automation workflow. The report displays the workflow execution status (success or failure) along with the activities that were performed during each workflow run.

After the workflow is completed, the report retains history information about the workflow run. For each completed run of the workflow, the report allows you to identify when and by whom the workflow was started, when the workflow was completed, and what parameter values were used.

The report also lists the workflow activities that were executed during the workflow run. For each activity, you can determine whether the activity was completed successfully or returned an error. In case of error, the report provides an error description. For activities requesting changes to directory data (for example, activities that create new objects or modify existing objects), you can examine the requested changes in detail by clicking the Operation ID number in the run history report. The report sections have the same contents as with Change History reports. For more information, see Workflow activity report sections.

To view the run history of an automation workflow from the Active Roles Console

  • In the Active Roles Console tree, under Configuration > Policies > Workflow, right-click the desired automation workflow and click Run History.

To view the run history of an automation workflow from the Web Interface

  1. On the Home page in the Web Interface, click Directory Management.

  2. In the Tree pane, expand the Workflow branch and click the container that holds the desired workflow.

  3. In the list of the workflow names, to the right of the Tree pane, click the name of the desired workflow.

  4. Choose the Run History command from the menu.

Stopping a running automation workflow

You can stop a running automation workflow to prevent it from completing its actions.

To stop a running automation workflow

The Run History page displays both running and completed instances of the automation workflow. The Terminate button is available on each instance that is currently running. After you click the button to stop a running instance of an automation workflow, you may experience a delay (up to several minutes) before the workflow shuts down.

Stopping a running automation workflow does not roll back or cancel the workflow activities that have already been performed; this only stops the workflow from running the activities that are in progress or not yet started.

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