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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

Importing policy types

You can import the exported Policy Type objects and containers, which will add them to a Policy Type container and allow you to configure and use policies defined by those Policy Type objects. All the data required to deploy the policy types is represented in an XML file. To see an example of the XML document that represents a policy type, export a Policy Type object and view the saved XML file.

To import the exported Policy Type objects and containers

  1. In the Active Roles Console tree, under Configuration/Server Configuration/Policy Types, right-click the Policy Type container in which you want to import the Policy Type objects and containers.

  2. Click Import Policy Types, and then open the export data file you want to import.

This will create new Policy Type objects and containers in the selected container. In addition, new Script Modules will be created in the Configuration/Script Modules container and associated with the newly created Policy Type objects.

Configuring a policy of a custom type

Once a custom policy type has been deployed, an Active Roles administrator can add a policy of that type to a Policy Object. This is accomplished by selecting the policy type in the wizard that creates a new Policy Object or in the wizard that adds a policy to an existing Policy Object.

Which wizards to use, depends upon the policy type category:

  • For a policy type of the Provisioning category, a policy of that type can be added only to a Provisioning Policy Object.

  • For a policy type of the Deprovisioning category, a policy of that type can be added only to a Deprovisioning Policy Object.

To configure a policy of a custom policy type

  1. Follow the steps in the wizard for creating a new Policy Object or in the wizard for adding a policy to an existing Policy Object.

    For example, if the policy type is of the Provisioning category, you could use the New Provisioning Policy Object Wizard opened by the New > Provisioning Policy command on a container under Configuration/Policies/Administration in the Active Roles Console.

  2. On the Policy to Configure page in the wizard, click the type of the policy you want.

    The Policy to Configure page lists the custom policy types together with the pre-defined Active Roles policy types. Each custom policy type is identified by the display name of the respective Policy Type object.

    The custom policy types are organized in a tree-like structure that reflects the existing hierarchy of the Policy Type containers. For example, if a Policy Type container is created to hold a particular Policy Type object, the container also appears on the wizard page, so you may need to expand the container to view or select the policy type.

  3. On the Policy Parameters page, set parameter values for the policy: Click the name of a parameter in the list, and then click Edit.

    Parameters control the behavior of the policy. When Active Roles executes the policy, it passes the parameter values to the policy script. The actions performed by the script, and the results of those actions, depend upon the parameter values.

    Clicking Edit displays a page where you can add, remove or select a value or values for the selected parameter. For each parameter, the policy script defines the name of the parameter and other characteristics, such as a description, a list of acceptable values, the default value, and whether a value is required. If a list of acceptable values is defined, then you can only select values from that list.

  4. Follow the wizard pages to complete the wizard.

Deleting a Policy Type object

You can delete a Policy Type object when you no longer need to add policies of the type represented by that object.

Before you delete a Policy Type object, consider the following:

  • You can delete a Policy Type object only if no policies of the respective policy type exist in any Policy Object. Examine each Policy Object and remove the policies of that type, if any, from the Policy Object before deleting the Policy Type object.

  • Deleting a Policy Type object permanently deletes it from the Active Roles database. If you want to use this policy type again, you should export the Policy Type object to an XML file before deleting the object.

  • Deleting a Policy Type object does not delete the Script Module associated with that object. This is because the Script Module may be used by other policies. If the Script Module is no longer needed, it can be deleted separately.

To delete a Policy Type object

  • Right-click the Policy Type object in the Active Roles Console and click Delete.

Using rule-based and role-based tools for granular administration

Although you can cover many administration scenarios with the exclusive use of either rule-based Managed Units (MUs) or role-based Access Templates (ATs), combining MUs and ATs in your administration workflow provides additional flexibility to achieve the highest level of granularity.

This is useful if you want to ensure that certain management resources (for example, departmental administrators or helpdesk agents) can access and administer only a specific set of resources (for example, the resources of a specific department or geography, or specific resource types within a department only).

The following example use cases demonstrate how to configure and delegate such high-granularity permissions to:

  • Deny access to certain Azure AD resources.

  • Allow access to certain Azure AD resources only.

NOTE: Active Roles Console supports managing the following Azure AD resources with Managed Units:

  • Azure users

  • Azure guest users

  • Azure contacts (if the MU is configured with an Include Explicitly rule)

  • Microsoft 365 (M365) groups

  • Azure distribution groups (if the MU is configured with an Include Explicitly rule)

  • Azure security groups

However, Managed Units do not support any Azure mailbox types and dynamic distribution groups.

CAUTION: Hazard of data loss!

The combined AT and MU configurations described in these example scenarios are meant to delegate granular access for roles like departmental administrators or helpdesk agents.

Do not delegate such granular permissions to:

  • Administrators with an Active Roles Administration Service account.

  • Super administrators.

  • Any other high-level administration personnel.

Otherwise, you can lose access to the Azure AD resources in the scope of the configured granular access.

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