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Active Roles 8.0 LTS - 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 and Azure Tenant Selection 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 Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users Azure AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Microsoft 365 Groups Managing Azure Security Groups Managing cloud-only distribution 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
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: Active Roles integration with other One Identity and Quest products Appendix F: Active Roles integration with Duo Appendix G: Active Roles integration with Okta Active Roles Language Pack

Web Interface management tasks

After installing Active Roles, you perform the initial configuration task to create the default Web Interface sites, getting the Web Interface ready for use. Then, you can use Configuration Center to:

  • Identify the Web Interface sites that are currently deployed on the Web server running the Web Interface
  • Create, modify or delete Web Interface sites
  • Export a Web Interface site’s configuration object to a file

Here you can find an overview of these tasks.

Identify Web Interface sites

The Web Interface page in the Configuration Center main window lists all Web Interface sites of the current version that are deployed on the Web server running the Web Interface. For each Web Interface site, the list provides the following information:

  • IIS Web site  The name of the Web site that holds the Web application implementing the Web Interface site
  • Web app alias  The alias of the Web application that implements the Web Interface site, which defines the virtual path of that application on the Web server
  • Configuration  Identifies the object that holds the Web Interface site’s configuration and customization data on the Active Roles Administration Service

From the Web Interface page, you can open Web Interface sites in your Web browser: Click an entry in the list of Web Interface sites and then click Open in Browser on toolbar.

Create a Web Interface site

You can create a Web Interface site by clicking Create on the Web Interface page in the Configuration Center main window. The Create Web Interface Site wizard appears, prompting you to:

  • Choose the Web site to contain the Web application that implements the new Web Interface site
  • Supply the desired alias for that Web application. The alias defines the virtual path that becomes part of the Web Interface site’s address (URL).

Then, the wizard lets you specify the object to hold the configuration and customization data of the new Web Interface site on the Active Roles Administration Service. You can choose from the following options:

  • Create the object from a template

    The new site will have the default configuration and customization based on the template you select.

  • Use an existing object

    The new site will have the same configuration and customization as any existing Web Interface site that also uses the object you select. This option is intended for the scenario where you create an additional instance of one of your existing Web Interface sites on a different Web server.

  • Create the object by importing data from another object

    The new site will inherit the configuration and customization of the site that used the object you select for data import. This option is mainly intended for the upgrade scenario where you create Web Interface sites of the new Active Roles version that have the same configuration and customization as your Web Interface sites of an earlier Active Roles version. In this scenario, you import the configuration data of the earlier version to the Administration Service of the new version (which also imports the site configuration objects of the earlier version), and then create configuration objects for Web Interface sites of the new version by importing data from site configuration objects of the earlier version.

  • Create the object by importing data from an export file

    The new site will inherit the configuration and customization of the site whose configuration data was saved to the export file you specify. You can choose an export file of any supported Active Roles version.

For further information and step-by-step instructions, see the “Additional configuration” topic in the “Installing and configuring the Web Interface” section in the Active Roles Quick Start Guide.

Modify a Web Interface site

From the Web Interface page in the Configuration Center main window, you can make changes to existing Web Interface sites: Click an entry in the list of sites and then click Modify on the toolbar. The Modify Web Interface Site wizard starts, allowing you to:

  • Choose the Web site to contain the Web application that implements the Web Interface site
  • Supply the desired alias for that Web application. The alias defines the virtual path that becomes part of the Web Interface site’s address (URL).

Then, the wizard lets you specify the object to hold the site’s configuration and customization data on the Active Roles Administration Service. You can choose from the following options:

  • Keep on using the current object (default option)

    The site’s configuration will remain intact. The wizard displays the name and version of the current configuration object.

  • Create the object from a template

    The site will have the default configuration and customization based on the template you select.

  • Use an existing object

    The site will have the same configuration and customization as any existing Web Interface site that also uses the object you select. You could use this option to deploy an additional instance of one of your existing Web Interface sites on a different Web server.

  • Create the object by importing data from another object

    The site will inherit the configuration and customization of the site that used the object you select for data import. You could use this option to deploy a Web Interface site of the new Active Roles version with the same configuration and customization as one of your Web Interface sites of an earlier Active Roles version. In this case, you import the configuration data of the earlier version to the Administration Service of the current version (which also imports the site configuration objects of the earlier version), and then create the site configuration object by importing data from the appropriate site configuration object of the earlier version.

  • Create the object by importing data from an export file

    The site will inherit the configuration and customization of the site whose configuration data was saved to the export file you specify. You can choose an export file of any supported Active Roles version.

For further information and step-by-step instructions, see the “Additional configuration” topic in the “Installing and configuring the Web Interface” section in the Active Roles Quick Start Guide.

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