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Active Roles 8.1.1 - Administration Guide

Introduction 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
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 Configure 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 Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Managing Hybrid AD users
Creating a new Azure AD user with the Web Interface Viewing or updating the Azure AD user properties with the Web Interface Viewing or modifying the manager of a hybrid Azure user Disabling an Azure AD user Enabling an Azure AD user Deprovisioning of an Azure AD user Undo deprovisioning of an Azure AD user Adding an Azure AD user to a group Removing an Azure AD user from a group View the change history and user activity for an Azure AD user Deleting an Azure AD user with the Web Interface Creating a new hybrid Azure user with the Active Roles Web Interface Converting an on-premises user with an Exchange mailbox to a hybrid Azure user Licensing a hybrid Azure user for an Exchange Online mailbox Viewing or modifying the Exchange Online properties of a hybrid Azure user Creating a new Azure AD user with Management Shell Updating the Azure AD user properties with the Management Shell Viewing the Azure AD user properties with the Management Shell Delete an Azure AD user with the Management Shell Assigning Microsoft 365 licenses to new hybrid users Assigning Microsoft 365 licenses to existing hybrid users Modifying or removing Microsoft 365 licenses assigned to hybrid users Updating Microsoft 365 licenses display names
Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Microsoft 365 roles management for hybrid environment users Managing Microsoft 365 contacts Managing Hybrid AD groups Managing Microsoft 365 Groups Managing cloud-only distribution groups Managing cloud-only dynamic distribution groups Managing Azure security 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
Modern Authentication 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 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

Delegating control to users for accessing Active Roles Console

By default, on installing Active Roles, all users are allowed to log in to the Active Roles Console. To manage the Active Roles Console access for a user, you must configure the options using Configuration Center > Active Roles Console Access> Manage settings. Selecting this option restricts all non Active Roles Administrators from using the console. All delegated users are affected, however, it does not apply to Active Roles Administrators.

To be able to log in to the Active Roles Console, the user must be delegated with the User Interfaces access rights on the User Interfaces container under Server Configuration. User Interfaces Access Templates that provide the access rights are available as part of the Active Roles built-in Access Templates in the User Interfaces container.

To delegate the control to users in the User Interfaces container you must apply the User Interface Access Template

  1. In the console tree, expand Active Roles > Configuration > Server Configuration.

  2. Under Server Configuration, locate the User Interfaces container, right-click it, and click Delegate Control.

  3. On the Users or Groups page, click Add, and then select the users or groups to which you want to delegate the control. Click Next.

  4. On the Access Templates page, expand the Active Directory > User Interfaces folder, and select the check box next to User Interface Management-MMC Full control.

  5. Click Next and follow the instructions in the wizard, accepting the default settings.

  6. After you complete these steps, the users and groups you selected in Step 3 are authorized to log in to the Active Roles Console.

  7. Click OK to close the Active Roles Security dialog box.

Getting and using help

Active Roles Help explains concepts and includes instructions for performing tasks with the product.

You can use the following guidelines to get assistance while you work:

  • To access Active Roles Help, click Help on the Action menu or Help Topics on the Help menu.

  • To view description of a dialog box, click Help in the dialog box or press F1.

  • To view a brief description of a menu command or a toolbar button, point to the command or button. The description is displayed in the status bar at the bottom of the window.

You can print a single Help topic or all Help topics under a selected heading.

To print a single Help topic

  1. On the menu bar, click Help and then click Help Topics.

  2. In the left pane of the Help viewer, expand the heading that contains the topic you want to print, and then click the topic.

  3. On the Help viewer toolbar, click Options, click Print, and then click OK.

To print all Help topics under a heading

  1. On the menu bar, click Help, and then click Help Topics.

  2. In the left pane of the Help viewer, click the heading that contains the topics you want to print.

  3. On the Help viewer toolbar, click Options, and then click Print.

  4. In the Print Topics dialog box, click Print the selected heading and all subtopics, and then click OK.

User interface overview

The Active Roles Console window is divided into two panes. The left pane contains the Console tree, showing the items that are available in the Console. The right pane, known as the details pane, displays information about items you select in the Console tree. You can perform most management tasks from this pane using commands on the Action menu.

Additional information is displayed in the lower sub-pane of the details pane when you check the Advanced Details Pane command on the View menu. You can perform management tasks from the lower sub-pane using commands on the Action menu.

Console tree

The left pane of the Active Roles console contains the console tree.

The console tree root is labeled Active Roles. The name of the Administration Service is shown in square brackets. If you have Advanced view mode selected for Active Roles console display (View > Mode), the following folders are shown under the console tree root:

  • Configuration: Contains all Active Roles proprietary objects held in containers with appropriate names.

  • Active Directory: Contains a list of domains registered with Active Roles. In this folder, you can browse domains for directory objects (users, group, computers), and perform management tasks on those objects.

  • AD LDS (ADAM): Contains a list of AD LDS directory partitions registered with Active Roles. In this folder, you can browse partitions for directory objects (users, group, containers), and perform management tasks on those objects.

  • Applications: Contains a list of applications integrated with Active Roles, such as Reporting, and allows for quick access to those applications.

The console display mode determines which folders are displayed in the console tree. For more information, see View mode later in this document.

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