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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

Steps for removing membership rules from a Managed Unit

To remove a membership rule from a Managed Unit

  1. In the Console tree, expand Active Roles > Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. On the Membership Rules tab, select the membership rule you want to remove, and then click Remove.

Steps for including a member to a Managed Unit

To include a member to a Managed Unit

  1. In the Console tree, expand Active Roles > Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. On the Membership Rules tab, click Add. The Membership Rule Type dialog appears.

  4. In the Membership Rule Type dialog, click Include Explicitly, and then click OK. The Select Objects dialog box appears.

  5. Use the Select Objects dialog to locate and select the object (or objects) you want to explicitly include in the Managed Unit.

    For general instructions on how to configure membership rules, see Steps for adding membership rules to a Managed Unit earlier in this document.

  6. Click OK to close the Properties dialog.

Steps for excluding a member from a Managed Unit

To exclude a member to a Managed Unit

  1. In the Console tree, expand Active Roles > Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. On the Membership Rules tab, click Add. The Membership Rule Type dialog box appears.

  4. In the Membership Rule Type dialog box, click Exclude Explicitly, and then click OK. The Select Objects dialog box appears.

  5. Use the Select Objects dialog box to locate and select the object (or objects) you want to explicitly exclude in the Managed Unit.

    For general instructions on how to configure membership rules, see Steps for adding membership rules to a Managed Unit earlier in this document.

  1. Click OK to close the Properties dialog box.

Steps for adding group members to a Managed Unit

To add group members to a Managed Unit

  1. In the Console tree, expand Active Roles > Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. On the Membership Rules tab, click Add. The Membership Rule Type dialog box appears.

  4. In the Membership Rule Type dialog box, click Include Group Members, and then click OK. The Select Objects dialog box appears.

  5. Use the Select Objects dialog box to locate and select the group (or groups) whose members you want to be included in the Managed Unit.

    For general instructions on how to configure membership rules, see Steps for adding membership rules to a Managed Unit earlier in this document.

  6. Click OK to close the Properties dialog box.

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