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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

Different interfaces for different roles

The Active Roles Web Interface allows multiple websites to be installed with individual, customizable configurations. The following configuration templates are available out-of-the box:

  • Site for Administrators: Supports a broad range of tasks, including the management of all directory objects and computer resources.

  • Site for Help Desk: Handles typical tasks performed by Help Desk operators, such as enabling or disabling accounts, resetting passwords, and modifying certain properties of users and groups.

  • Site for Self-Administration: Provides User Profile Editor, allowing end users to manage personal or emergency data through a simple-to-use web interface.

Each website configuration template provides an individual set of commands installed by default. The website can be customized by adding or removing commands, and by modifying web pages (forms) associated with commands.

Although the Active Roles Web Interface dynamically adapts to roles assigned to users, the ability to tailor separate websites to individual roles gives increased flexibility to the customer. It helps streamline the workflow of directory administrators and help-desk personnel. Static configuration of interface elements ensures that Active Roles Web Interface users have access to the specific commands and pages needed to perform their duties.

Role-based management of computer resources

Active Roles provides the ability to delegate administration of computer resources, such as services and printers. Delegated administrators can use the Active Roles Web Interface to manage computer resources with a single, consolidated tool. Active Roles, along with the Web Interface, enables the delegation of administrative tasks on the following computer resources:

  • Services: Start or stop a service, view or modify properties of a service.

  • Network File Shares: Create a file share, view or modify properties of a file share, stop sharing a folder.

  • Logical Printers: Pause, resume or cancel printing, list documents being printed, view or modify properties of a printer.

  • Documents being printed (print jobs): Pause, resume, cancel or restart printing of a document, view or modify properties of a document being printed.

  • Local groups: Create or delete a group, add or remove members from a group, rename a group, view or modify properties of a group.

  • Local users: Create or delete a local user account, set a password for a local user account, rename a local user account, view or modify properties of a local user account.

  • Devices: View or modify properties of a logical device, start or stop a logical device.

Active Roles provides a comprehensive set of Access Templates that are available out of the box for delegating computer management tasks. By applying Access Templates of the Computer Resources category to a computer account, the rights of delegated administrators can be specified on the corresponding computer’s resources.

Delegated administrators should use the Web Interface rather than the Active Roles Console to manage computer resources. Although the console provides certain tools for computer resources management, the console user needs the native administrator rights on the computer in order to use those tools. The rights specified through Computer Resources Access Templates have no effect in the tools provided by the console for computer resources management.

View mode

In the Active Roles console you can choose view mode—Basic, Advanced, or Raw. Changing view mode makes it possible to filter out advanced objects and containers from the display.

Basic mode displays Active Directory objects and Managed Units, and filters out objects and containers related to the Active Roles configuration. Basic mode should normally be used by delegated administrators and help-desk operators.

Advanced mode displays all objects and containers except those reserved for Active Roles internal use. Advanced mode is designed for administrators who are responsible for configuring the system and managing Active Roles proprietary objects.

Raw mode displays all objects and containers defined in the Active Roles namespace. This mode is primarily designed for troubleshooting.

With Raw mode, the console displays all data it receives from the Administration Service. With Basic or Advanced mode, some data is filtered out. For example, the Configuration folder is not shown in the console tree with Basic mode. Another example is the Configuration Container folder used to display the Active Directory configuration naming context, which is displayed with Raw mode only. In addition, there are some commands and property pages that are only displayed when the console is in Raw mode.

In short, when you choose Raw mode, the snap-in displays everything it is able to display. Otherwise, some items are hidden. Note that changing view mode does not modify any items. Rather, this only shows or hides particular items from the display.

To change view mode, click Mode on the View menu. In the View Mode dialog box, click Basic Mode, Advanced Mode, or Raw Mode.

Controlled objects

The Active Roles Console provides for visual indication of the objects to which Access Templates or Policy Objects are linked. The console marks those objects by adding an arrow icon at the lower-left corner of the icon that represents the object in the console tree or details pane. As a result, the icon looks similar to the following image: .

To enable this feature, click Mark Controlled Objects on the View menu, and select check boxes to specify the category of object to be marked.

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