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Active Roles 7.4.1 - Administration Guide

Introduction About Active Roles 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
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 License Management Office 365 Roles Management 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management One Identity Starling Management One Identity Starling Two-factor Authentication for Active Roles Managing One Identity Starling Connect Azure_Overview
Config ARS to Manage Hybrid AD Objects Managing Hybrid AD Users Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Azure O365 or Unified Groups
Managing Configuration of Active Roles
Connecting to the Administration Service Adding and removing 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Enabling delegation for Federated Authentication

Report Distribution

Policies of this category are intended to automatically send a report on deprovisioning results upon completion of a deprovisioning operation. The primary purpose of such a policy is to inform designated persons about problems, if any encountered, when processing deprovisioning requests. These reports are discussed later in this chapter (see the Report on deprovisioning results section).

Reports are delivered via e-mail. When configuring a Report Distribution policy, you can set up a list of report recipients, customize the subject of report messages, and specify whether to send a report if no errors occurred.

How this policy works

Upon completion of a deprovisioning operation, Active Roles uses this policy to determine if the report on deprovisioning results must be sent. Then, Active Roles generates the report message and sends it to the recipients specified in the policy configuration. The report includes a list of actions taken during the deprovisioning operation. For each action, the report informs of whether the action is completed successfully, and provides information about the action results.

With the Report Distribution policy configured not to send reports if no errors occurred, Active Roles examines the deprovisioning results for errors. If there are no errors, the report is not sent.

Active Roles generates deprovisioning reports on a per-object basis: each report message contains information on the deprovisioning of one object. When deprovisioning multiple objects, Active Roles sends multiple report messages, one message per deprovisioned object.

Active Roles sends report messages via an SMTP server. The policy configuration specifies the outbound SMTP server by using Active Roles e-mail settings that include the name of the SMTP server and information required to connect to the SMTP server.

How to configure a Report Distribution policy

To configure a Report Distribution policy, select Report Distribution on the Policy to Configure page in the New Deprovisioning Policy Object wizard or in the Add Deprovisioning Policy wizard. Then, click Next to display the Report Recipients and Message page.

On the Report Recipients and Message page, you can set up a list of report recipients, make any necessary changes to the message subject, and specify whether you want the policy to send out the report if no errors occurred during the deprovisioning operation.

To specify report recipients, click the button next to the Report recipients box, and then type one or more e-mail addresses. Use a semicolon to separate the addresses of the recipients.

If you need to modify the message subject, type in the Message subject box. You can use macros to enter information about the deprovisioned object, to make the message more meaningful to the recipients.

Macros have the same syntax and semantics as values for policy conditions in Property Generation and Validation policies: an attribute’s LDAP display name enclosed in angle brackets (<>) and prefixed with the percent character (%) represents the value of that attribute. For instance, before sending a message, Active Roles replaces %<name> with the original name of the object that has been deprovisioned.

NOTE: Active Roles retrieves the attribute value prior to starting the deprovisioning operation so the value is current as of the time the deprovisioning process begins. Even if you have a deprovisioning policy configured to update a given attribute, the message reads the original rather than updated value of that attribute.

If you want the policy to send out the report regardless of whether or not the deprovisioning operation is completed without any errors, clear the Send out the report only if any errors occur check box; otherwise, the report is not sent if the object was deprovisioned without errors.

When you are done, click Next to display the Outgoing Mail Server page.

This page is similar to the respective wizard page for Notification Distribution policies (see How to configure a Notification Distribution policy). You can select the e-mail configuration you want the policy to use, and view or modify e-mail settings in the selected configuration.

First, from the Outgoing mail server (SMTP) list, select the e-mail configuration you want the policy to use.

NOTE: By default, the Outgoing mail server (SMTP) list includes a single entry. You can add more entries to the list using the Active Roles console. In the console tree, expand Configuration/Server Configuration, right-click Mail Configuration, select New | Mail Configuration, and then follow the instructions in the wizard.

Each e-mail configuration specifies an SMTP server and provides information required to connect to that server. You can view and modify configuration parameters by clicking the Settings button. For instructions, see Configuring e-mail settings earlier in this chapter.

When you are done, click Next and follow the instructions in the wizard to create the Policy Object.

Steps for configuring a Report Distribution policy

To configure a Report Distribution policy

  1. On the Policy to Configure page, select Report Distribution Policy, and then click Next.
  2. On the Report Recipients and Message page, do the following, and then click Next:
    • Click the button next to Report recipients, and then select one or more e-mail recipients.
    • In Message Subject, type the subject of the message that the specified recipients will receive upon completion of a deprovisioning operation.
    • Select the Send out the report only if any errors occur check box if you want the policy not to send the report if no errors occurred during the deprovisioning operation. Clear the check box if you want the policy to send the report regardless of whether or not any errors occurred.
  3. On the Outgoing Mail Server page, select the e-mail configuration you want the policy to use. In the Outgoing mail server (SMTP) list, click the appropriate mail settings.
  4. If you want to view or modify the selected mail settings, click Settings, and use the Mail Setup tab (see Configuring e-mail settings earlier in this document).
  5. Click Next.
  6. On the Enforce Policy page, you can specify objects to which this Policy Object is to be applied:
    • Click Add, and use the Select Objects dialog box to locate and select the objects you want.
  7. Click Next, and then click Finish.
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