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Active Roles 8.0.1 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 Using regular expressions Administrative Template Communication ports Active Roles and supported Azure environments Active Roles integration with other One Identity and Quest products Active Roles integration with Duo Active Roles integration with Okta Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Handling organizational changes

Consider a company in the process of re-organization. Multiple departments are changing names, merging, or separating from one another. Such reorganization involves an increase in administrative, security, and business liabilities, as well as the high cost of manually updating data. This situation demands a means to automatically update and move the data.

Solution

Active Roles provides the ability to define administrative policies that make organizational changes easier to handle. By using Managed Units, rule-based overlays of the actual data in Active Directory can be set up for both the current and planned organizational structures. Administrative policies can be specified so that when data moves from one Managed Unit to another, policy definitions will automatically be applied, based on the change. This will update properties, such as the user’s manager, department, group memberships, and OU memberships.

As another example, consider a user who changes departments. Depending on the department to which the user moves, Active Roles could automatically move the user's data, change the user's group memberships, and specify to whom the user reports.

User Account Management

Suppose a company provides services based on Active Directory and Microsoft Exchange. The company relies on the Active Directory infrastructure as a basis for their service offerings.

Configuration of Active Directory involves setting security and partitioning the directory, so that any user has proper access to directory resources. It is paramount to have a framework that facilitates the creation of new user accounts and the assignment of appropriate access rights. There is a need for a robust system that maintains user creation and management with minimal administrative effort.

Solution

Active Roles offers a reliable solution to simplify and safely distribute user account management. It addresses the need to create and manage a large number of user accounts, and to ensure that each user can only access their own resources. By implementing an administrative model based on business rules, Active Roles allows domain-level administrators to easily establish and maintain very tight security, while facilitating the provisioning of new users with the appropriate access to IT resources

Active Roles has the ability to safely delegate routine user-management tasks to designated persons. By incorporating policy enforcement and role-based security, Active Roles allows the organization to restrict the administrative actions according to the corporate policies defined by the high-level administrators. In addition, it allows the administrators to change the policies, ensuring that new policy settings are automatically propagated and enforced without additional development.

Active Roles makes it simpler for the organization to delegate authority to administrative and support groups, while enhancing the overall security. The Web Interface can serve as an administrative tool that allows the assistant administrators to manage users, groups, and mailboxes. Active Roles ensures that all actions performed by a Web Interface user are in compliance with the corporate security policies.

Getting Started

Starting the Active Roles console

Starting the Active Roles console

The Active Roles console, also referred to as MMC Interface, is a comprehensive administrative tool for managing Active Directory and Microsoft Exchange. With the Active Roles console, you can easily find directory objects and perform administrative tasks.

To start the Active Roles console

Depending upon the version of your Windows operating system, click Active Roles 8.0.1 Console on the Apps page or select All Programs | One Identity Active Roles 8.0.1 | Active Roles 8.0.1 Console from the Start menu.

NOTE:

  • Normally, the Active Roles console automatically chooses the Administration Service and establishes a connection. If the console cannot connect to the Administration Service or you want to manually select the Administration Service, see “Connecting to the Administration Service” in the Active Roles Administration Guide.

  • For more information on extending the Active Roles provisioning and account administration capabilities to your cloud applications, click Learn More in the Action|About Active Roles|What's New tab from the console window.

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