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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 configuring entries

Use the following step-by-step instructions to configure an entry in the Add Entry dialog. The same instructions apply when you are making changes to an existing entry.

To configure a Text entry

  1. Under Entry type, click Text.

    Use a Text entry to add a text string to the value you are configuring.

  2. In Text value, type the text string you want the value to include.

  3. Click OK.

To configure an <Object> Property entry

  1. Under Entry type, click <Object> Property.

    Use an <Object> Property entry when configuring a value to include a certain property (or a part of a property) of the object that is under the control of the policy. In these instructions, <Object> stands for the type of object, such as User, Group, or Computer.

  2. Click Select, click the property to include in the value, and then click OK.

  3. If you want the entry to include the entire value of the property, click All characters of the property value. Otherwise, click The first, and specify the number of characters to include in the entry.

  4. If you selected The first, then, optionally, select If value is shorter, add filling characters at the end of value, and enter a character in Filling character.

    This character will fill the missing characters in the value of the property if the value is shorter than specified in the box next to The first.

  5. Click OK.

To configure a Parent OU Property entry

  1. Under Entry type, click Parent OU Property.

    Use a Parent OU Property entry when configuring a value to include a certain property (or a part of a property) of an Organizational Unit (OU) in the hierarchy of containers above the object being managed by the policy.

  2. Click Select, click the property to include in the value, and then click OK.

  3. If you want the entry to include the entire value of the property, click All characters of the property value. Otherwise, click The first, and specify the number of characters to include in the entry.

  4. If you selected The first, then, optionally, select If value is shorter, add filling characters at the end of value, and type a character in Filling character.

    This character will fill the missing characters in the value of the property if the value is shorter than specified in the box next to The first.

  5. Choose one of these options:

    • To use the property of the OU in which the object resides, click Immediate parent OU of the object being managed by this policy.

    • To use the property of a parent OU of a different level, click More distant parent OU and then, in Level, specify the level of the OU.

    Lower level means greater distance from the managed object in the hierarchy of containers above that object. OU level 1 is an immediate child OU of the domain.

  6. Click OK.

To configure a Parent Domain Property entry

  1. Under Entry type, click Parent Domain Property.

    Use a Parent Domain Property entry when configuring a value to include a certain property (or a part of a property) of the domain of the object being managed by the policy.

  2. Click Select, click the property to include in the value, and then click OK.

  3. If you want the entry to include the entire value of the property, click All characters of the property value. Otherwise, click The first, and specify the number of characters to include in the entry.

  4. If you selected The first, then, optionally, select If value is shorter, add filling characters at the end of value, and type a character in Filling character.

    This character will fill the missing characters in the value of the property if the value is shorter than specified in the box next to The first.

  5. Click OK.

To configure a Mask entry

  1. Under Entry type, click Mask.

    Use a Mask entry when configuring a value to include a syntax that determines how many and what characters are allowed in the property controlled by the policy.

  2. Select one of these options:

    • Any characters or no characters: Allows the entry to include any series of characters.

    • At most the specified number of characters: Specify the maximum number of allowed characters the entry may include.

    • Exactly the specified number of characters: Specify an exact number of allowed characters that the entry must include.

  3. If you selected At most the specified number of characters or Exactly the specified number of characters, then in Number of characters, specify the number of characters allowed in this entry.

    If you selected At most the specified number of characters, the entry may include any number of characters not exceeding the number specified.

    If you selected Exactly the specified number of characters, the entry must include exactly the specified number of characters.

    • Under Allowed characters, select check boxes to specify what characters are allowed in this entry.

  4. Click OK.

To configure a Date and Time entry

  1. Under Entry type, click Date and Time.

    Use a Date and Time entry when configuring a value to include the date and time of the operation performed by the policy (for example, the date and time when the user was deprovisioned).

  2. In the list under Date and time format, click the date or time format you want.

  3. Click OK.

To configure an Initiator ID entry

  1. Under Entry type, click Initiator ID.

    Use an Initiator ID entry when configuring a value to include the ID of the Initiator, that is, the user who initiated the operation performed by the policy (for example, the ID of the user who initiated the deprovisioning operation). You can build the Initiator ID based on a combination of properties of the Initiator.

  2. Select one of these options:

    • User logon name (pre-Windows 2000) of the Initiator, in the form Domain\Name to set the Initiator ID to the pre-Windows 2000 user logon name of the Initiator.

    • User logon name of Initiator to set the Initiator ID to the user logon name of the Initiator.

    • Initiator ID built using a custom rule to compose the Initiator ID of other properties specific to the Initiator.

  3. If you selected Initiator ID built using a custom rule, click Configure, and use the Configure Value dialog to set up the value to be used as the Initiator ID: Click Add and specify the entries for the value as appropriate.

    You can configure entries of these categories: Text (any text string), Initiator Property (a certain property of the Initiator user object), Parent OU Property (a certain property of an Organizational Unit that holds the Initiator user object), Parent Domain Property (a certain property of the domain of the Initiator user object).

  4. Click OK.

To configure a Uniqueness Number entry

  1. Under Entry type, click Uniqueness Number.

    Use a Uniqueness Number entry when configuring a value to include a number the policy will increment in the event of a naming conflict. For example, in a policy that generates a user logon name or email alias, you can add an entry of this category to the generation rule in order to ensure the uniqueness of the name or alias generated by the policy.

  2. Click one of these options:

    • Add always: The value includes this entry regardless of whether or not the policy encounters a naming conflict when applying the generation rule.

    • Add if the property value is in use: The policy adds this entry to the value in the event of a naming conflict; otherwise the value does not include this entry.

  3. Specify how you want the entry to be formatted:

    • To have the entry formatted as a variable-length string of digits, clear the Fixed-length number, with leading zeroes check box. In most cases, this will result in a single-digit entry.

    • To have the entry formatted as a fixed-length string of digits, select the Fixed-length number, with leading zeroes check box, and then specify the number of digits you want the string to include. This will result in an entry prefixed with the appropriate number of zeroes, such as 001, 002, 003.

  4. Click OK.

NOTE: Consider the following when configuring entries:

Scenario 1: Using mask to control phone number format

This scenario describes how to configure a policy that forces the user phone number to conform to the format (###) ###-##-##.

To implement this scenario, you must perform the following actions:

  1. Create and configure a Policy Object that defines the appropriate policy.

  2. Apply the Policy Object to a domain, OU, or Managed Unit.

As a result, when creating or modifying a user object in the container you selected in Step 2, Active Roles checks whether the phone number conforms to the stated format. If not, the policy disallows the creation or modification of the user object.

The following two sections elaborate on the steps to implement this scenario.

Step 1: Creating and configuring the Policy Object

You can create and configure the Policy Object you need by using the New Provisioning Policy Object Wizard. For information about the wizard. For more information, see Creating a Policy Object.

To configure the policy, click Property Generation and Validation on the Policy to Configure page of the wizard. Then, click Next.

On the Controlled Property page, click Select. Then, in the Select Object Type and Property dialog, select User from the Object type list, and click Telephone number in the Object property list, as shown in the following figure.

Figure 54: Select Object type and property

Click OK, and then click Next.

On the Configure Policy Rule page, in the upper box, select the following check boxes:

  • ‘Telephone Number’ must be specified: This makes the phone number a required property, that is, requires that a phone number be specified in every user account.

  • ‘Telephone Number’ must be <value>: This allows you configure a mask for the telephone number by adding the appropriate entry to the value for this condition.

At this stage, the Configure Policy Rules page looks like the following figure.

Figure 55: Configure policy rules

The next phase is to configure the value.

Click <click to add value>. In the Add Value dialog, click Configure. In the Configure Value dialog, click Add. In the Add Entry window, under Entry type, click Mask.

Now you can use the Entry properties area in the Add Entry window to configure a mask.

The format consists of four groups of numerals divided by certain characters—space character, hyphens, and brackets. First, configure a mask that requires the first three characters to be numerals:

  • Select Exactly the specified number of characters.

  • In the Number of characters box, enter 3.

  • Under Allowed characters, select the Numerals check box.

The Add Entry window should look as shown in the following figure.

Figure 56: Add entry

Click OK to close the Add Entry window. Then, click OK to close the Configure Value dialog. As a result, the Add Value dialog looks as shown in the following figure.

Figure 57: Add value dialog

Taking into consideration the mask you have configured, you can guess that the mask for the phone number format you need is as follows:

({3 required [0-9]}) {3 required [0-9]}-{2 required [0-9]}-{2 required [0-9]}

Type this mask in the ‘Telephone Number’ must be box in the Add Value dialog. Pay attention to the round brackets enclosing the first three characters, a space character following the group in the round brackets, and two hyphen characters that separate the groups of characters.

Click OK to close the Add Value dialog. Click Next and follow the instructions in the wizard to create the Policy Object.

Step 2: Applying the Policy Object

You can apply the Policy Object by using the Enforce Policy page in the New Provisioning Policy Object Wizard, or you can complete the wizard and then use the Enforce Policy command on the domain, OU, or Managed Unit where you want to apply the policy.

For more information on how to apply a Policy Object, see Applying Policy Objects and Managing policy scope.

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