Converse agora com nosso suporte
Chat com o suporte

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

Configure escalation

An Approval activity may define multiple approver levels, each containing a separate list of approvers. Active Roles uses approver levels when escalating time-limited approval tasks. For each approver, level the Approval activity can specify a certain time period. If an approver of a given level does not complete the approval task within the specified time period, then Active Roles assigns the task to the approvers of the next level. This process is called escalation.

A valid Approval activity must specify a list of approvers for the initial approver level. Active Roles first assigns the approval task to the approvers of that level. To enable escalation, a separate list of approvers must be specified for the subsequent escalation level.

To configure escalation on the initial approver level

  1. Specify approvers for the initial approver level (for instructions, see Configure approvers).

  2. Verify that the Initial approver - level 0 item is selected in the Select approver level to configure box.

  3. Select one or both of these options:

    • Approval task has a time limit of <number> days <number> hours: Specify the time period within which the initial approver has to complete the approval task.

    • Allow approver to escalate approval task: When selected, allows the approvers of the initial level to reassign their approval tasks to the approvers of escalation level 1.

  4. If you have selected only the first option (a time limit for the task), then select the Escalate approval task to Escalation level 1 option. Otherwise, escalation is not enabled.

  5. In the Select approver level to configure box, click Escalation level 1.

  6. Specify approvers for escalation level 1 (for instructions, see Configure approvers).

Active Roles allows up to 10 escalation levels, each containing a separate list of approvers. You can configure escalation levels one after another to create an escalation chain. Thus, after you have configured escalation on the initial approver level, you can configure escalation on escalation level 1, then you can configure escalation on escalation level 2, and so on. As a result, you could achieve the following sequence of events:

  • If the initial approvers do not complete the approval task on time, then the task is assigned to the approvers of escalation level 1.

  • If the approvers of escalation level 1 do not complete the approval task within their time frame, the task is assigned to the approvers of escalation level 2 with the new time limit. This escalation chain may contain up to 10 escalation levels.

To configure escalation on a certain escalation level

  1. In the Select approver level to configure list, click the escalation level you want to configure.

    To configure a particular escalation level, you must first specify approvers and enable escalation on the preceding approver level.

  2. Select one or both of these options:

    • Approval task has a time limit of <number> days <number> hours: Specify the time period within which the initial approver has to complete the approval task.

    • Allow approver to escalate approval task: When selected, allows the approvers of the current level to reassign their approval tasks to the approvers of the next level.

  3. If you have selected only the first option (a time limit for the task), then select the Escalate approval task to Escalation level <number> option. Otherwise, escalation is not enabled.

  4. In the Select approver level to configure box, click the item representing the subsequent escalation level.

    For example, if you are configuring escalation level 1, click the Escalation level 2 list item.

  5. Specify approvers for the subsequent escalation level (for instructions, see Configure approvers).

NOTE: Each approver level has separate configuration, so the escalation options of a specific level apply only to that level. Therefore, each approver level has a separate time limit, the option that determines whether to escalate the approval task after the time limit has expired, and whether the approvers of that level are allowed to escalate the approval task manually.

Configure request for additional information

You can configure the Approval activity so that the approver is requested to supply certain properties of the object when performing the approval task. Suppose the creation of a user is submitted for approval. The approver may be requested to supply certain properties of the user in addition to the the properties specified in the creation request. Thus, you may configure the Approval activity to prompt the approver to specify the mailbox database for the mailbox of the user to be created.

To configure request for additional information

  1. Navigate to the Request for information tab in the Properties dialog for the Approval activity.

  2. Add the desired properties to the Request the approver to supply or change these properties list.

When performing the Approval task, the approver will be prompted to supply or change the properties presented in that list. The approver can provide the requested information in the Approval section of the Web Interface, under the Supply or change the following properties heading on the Object Properties tab of the Approval Task page. The tab also displays an instruction specified by the Approval activity. You can view or change the instruction text on the Request for information tab in the Properties dialog for the Approval activity, under the Show this instruction to the approver heading.

Configure request for review

You can configure the Approval activity so that the approver will be requested to review the object properties submitted for approval. One more option is to allow the approver to make changes to those properties.

To configure request for review

  1. Navigate to the Request for information tab in the Properties dialog for the Approval activity.

  2. Select the Show the original request to the approver check to enable the approver to review the properties submitted for approval.

  3. (Optional) Select the Allow the approver to modify the original request check box to allow the approver to make changes to the properties submitted for approval.

When the Show the original request to the approver check box is selected, the Object Properties tab of the Approval Task page in the Approval section of the Web Interface displays the object properties submitted for approval. The property values are shown read-only in the area under the Review the properties submitted for approval heading. You can configure the Approval activity to allow the approver to change those property values by selecting the Allow the approver to modify the original request check box. If you do not want the approver to view the properties submitted for approval, clear the Show the original request to the approver check box.

Customize the header of the approval task page

You can configure the Approval activity to specify how the approval tasks created by that activity are identified in the Approval section of the Web Interface. The Approval section contains a list of approval tasks, with each task identified by a header that provides basic information about the task, including the title of the task and information about the target object of the operation that is subject to approval. The title of the task is located in the middle of the task header. The properties that identify the operation target object are displayed above the title of the task.

To change the title of the approval task

  1. Navigate to the Customization tab in the Properties dialog for the Approval activity.

  2. Click Customize the task header area.

  3. Type the appropriate title in the Display this title to identify the approval task box.

    By default, the title is Approve operation.

To change the properties that identify the operation target object

  1. Under Customize the task header area, verify that the Display these properties of the object submitted for approval check box is selected.

  2. Use Add and Remove to configure the list of properties.

    By default, the list contains the Friendly Name property, which causes Active Roles to use the display name of the object. If the object does not have a display name, then Active Roles uses the name of the object.

By default, the approval task’s header provides summary information about the changes that are subject to approval, including the type of the changes and the reason for the changes. You can configure the header not to display that information by clearing the Display the operation summary in the task header area check.

Changes to the configuration of the task’s header have an effect on the tasks created by the Approval activity after the changes were made, and do not affect the tasks created earlier.

Documentos relacionados

The document was helpful.

Selecione a classificação

I easily found the information I needed.

Selecione a classificação