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Active Roles 7.6.2 - Administration Guide

Introduction About Active Roles 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
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 and Azure Tenant Selection 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition Configuring workflow start conditions Configuring workflow parameters Adding activities to a workflow Configuring 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management One Identity Starling Management Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users Azure AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Office 365 Groups Managing Azure Security Groups Managing cloud-only distribution 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
Managing Configuration of Active Roles
Connecting to the Administration Service Adding and removing 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Active Roles integration with other One Identity and Quest products Appendix F: Active Roles integration with Duo Appendix G: Active Roles integration with Okta

Configuring a workflow

Workflows provide a powerful and convenient way to add new logic to directory data management and provisioning processes in Active Roles. To configure a workflow, you create a workflow definition and then use the Workflow Designer to add and configure workflow activities.

This section covers the following tasks:

Creating a workflow definition

The Active Roles console provides the Workflow Designer for creating and configuring workflows. First, you create a workflow definition. Then, you use the Workflow Designer to construct a workflow, saving the workflow configuration data in the workflow definition.

To create a workflow definition

  1. In the Active Roles console tree, expand Configuration | Policies, right-click Workflow, and select New | Workflow.
  2. Follow the steps in the wizard for creating the workflow definition.
  3. On the Workflow Type page, accept the default setting.

By default, the wizard creates a change workflow that starts upon a request to change data in the directory. Another option is to create an automation workflow that can be run on a scheduled basis or on user demand. See Automation workflow for further details.

Once you have created a workflow definition, you can open it in the Workflow Designer to add workflow activities and specify workflow start conditions.

You can create containers to store related workflows and other containers. To create a workflow container, right-click Workflow in the console tree and select New | Container. To create a workflow definition in a given container, right-click the container in the console tree, and select New | Workflow.

You can delete a workflow definition as follows: In the console tree under Configuration | Policies | Workflow, right-click the object representing the workflow definition, and click Delete.

Configuring workflow start conditions

The workflow start conditions determine which operations cause the workflow to start. For example, an approval workflow can be configured so that any request to create a user in a specific container starts the workflow, thereby requiring approval for the request. You can specify the start conditions for a workflow by editing its definition in the Workflow Designer.

To view or change the start conditions for a workflow

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow you want to configure.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the details pane, click the Workflow options and start conditions button to expand the area above the process diagram, and then click the Configure button.
  2. Click the Conditions tab in the Change Workflow Options and Start Conditions dialog box.

This displays a page where you can view or change:

Operation conditions

The operation conditions specify:

  • An object type, such as User, Group or Computer; the workflow starts only if an operation requests changes to an object of that type.
  • An operation type, such as Create, Rename, Modify or Delete; the workflow starts only if an operation of that type is requested.
  • For the Modify operation type, a list of object properties; the workflow starts only if an operation requests changes to any of those properties of an object.

To view or change the operation conditions

  1. In the Change Workflow Options and Start Conditions dialog box, go to the Conditions tab, and click Select operation in the Operation Conditions area.

    This opens the page where you can view or change the object type and operation type settings.

  1. To change the object type settings, select a type of object from the drop-down list.

    To select an object type that is not included in the drop-down list, click the button next to the drop-down list.

  1. To change the operation type setting, click the appropriate option.
  2. If the Modify operation type (the Modify properties option) is selected, click Next to view or change the selection of properties.
  3. Click Finish.
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