You can select type of objects, select groups, and set up policy rules. The policy adds or removes objects from the selected groups depending on whether or not those objects match the specified rules.
A Group Membership AutoProvisioning policy performs provisioning tasks such as adding or removing users from groups. A policy can be configured to define a list of groups and conditions so that a user account is automatically added to, or removed from, those groups depending on whether the properties of the user account meet the policy conditions.
Active Roles automatically checks users against conditions, and adds or removes users from specified groups based on the check results. Although the capabilities of this policy are similar to those provided by Dynamic Groups, a Group Membership AutoProvisioning policy gives the administrator extra flexibility and control over group memberships.
Whereas the Dynamic Groups feature delivers a rules-based mechanism for managing a group membership list as a whole, a Group Membership AutoProvisioning policy allows the administrator to define membership rules on a per-user basis. This policy automates the process of adding particular users to particular groups without affecting the other members of those groups.
To configure a Group Membership AutoProvisioning policy, select Group Membership AutoProvisioning on the Policy to Configure page in the New Provisioning Policy Object wizard or in the Add Provisioning Policy wizard. Then, click Next to display the Object Type Selection page.
Figure 49: Object type selection
On this page, you can choose the type of objects you want the policy to add or remove from groups. By default, the object type is set to User. If you need to change this setting, click Select to display the Select Object Type dialog box.
Figure 50: Object types
Figure 51: Policy conditions
On this page, you can set up policy conditions—criteria the policy uses to determine what objects are to be added or removed from groups. If you specify no conditions, the policy affects any objects of the type you have selected on the previous page. Otherwise, it only affects the objects matching the conditions you specify using this page.
To configure a condition, click Add on the Policy Conditions page. This displays the Set Up Condition dialog box.
Figure 52: Set up condition
In this dialog box you can configure a condition in the same way as you do for a Property Generation and Validation policy. A condition includes an object property (for example, City or Department), a requirement (for example, equals or begins with) and a value. The term value has the same meaning as for a Property Generation and Validation policy.
First, click the Property button to display the Select Object Property dialog box where you can select the object property you want to include in the condition.
Next, click the Configure value button to compose the value for which you want to apply the selected requirement. This displays the Configure Value dialog box, discussed earlier in this chapter (see How to configure a Property Generation and Validation policy). You can use that dialog box to set up a value in the same way as for a Property Generation and Validation Policy.
Finally, click OK to close the Set Up Condition dialog box.
Figure 53: Policy action
On this page, you can configure the policy to either add objects to groups or remove objects from groups. For example, if you select the option Add object to groups if object satisfies policy conditions, the policy populates groups with the objects that match the conditions you set up in the previous step. Click Next to specify the groups you want the policy to populate. This displays the Group Selection page.
Figure 54: Group selection
On the Group Selection page, you can set up a list of groups you want the policy to control. Depending on the option you select in the previous step, the policy either adds or removes objects from each of the groups you specify on this page. You can manage the list by using the Add and Remove buttons. Clicking Add displays the Select Objects dialog box to select and add groups to the list. Clicking Remove deletes the selected entries from the list.
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