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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

Configuring a Save Object Properties activity

When you configure a Save Object Properties activity, you can specify the rules for selecting the object whose properties you want the activity to save, and list the properties for the activity to save. Additional options are available, such as notification and error handling.

To configure a Save Object Properties activity

  1. In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the workflow containing the Save Object Properties activity you want to configure.

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

  2. In the process diagram, right-click the name of the activity and click Properties.

  3. Navigate to the Activity target tab in the “Save Object Properties” Activity Properties dialog.

  4. Click in the Activity saves properties of this object box to specify the object whose properties you want the activity to save. This object is referred to as activity target. You can choose from the following options to specify the activity target:

    • Workflow target object: In a change workflow, the activity target is the target object of the request that started the workflow. For example, in a workflow that starts upon a deletion request, this choice causes the activity to save the properties of the object whose deletion is requested.

    • Fixed object in directory: The activity target is a particular object you select from Active Directory.

    • Object identified by workflow parameter: The activity target is the object specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition.

    • Object from workflow data context: The activity target will be selected by the activity on the basis of the data found in the workflow environment at the time of running the workflow. You can specify which object you want the activity to select at workflow execution time.

    • Object identified by DN-value rule expression: The Distinguished Name (DN) of the activity target is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of running the workflow. You can create the desired rule expression when you configure the activity.

  5. Navigate to the Target properties tab in the “Save Object Properties” Activity Properties dialog.

  6. Configure the list of the properties you want the activity to save:

    • To add a property to the list, click Add, and then select the name of the desired property.

    • To remove a property from the list, click the name of the property in the list, and then click Remove.

    The Workflow Designer provides a default list of properties. You can remove all properties from the list by clicking Clear list or revert to the default list by clicking Restore default.

  7. Navigate to the Notification tab in the “Save Object Properties” Activity Properties dialog to view or change notification settings. For more information, see Configuring a notification for a CRUD activity.

  8. Navigate to the Error handling tab in the “Save Object Properties” Activity Properties dialog to view or change error handling settings. For more information, see Configuring error handling for a CRUD activity.

Configuring a Modify Requested Changes activity

When you configure a Modify Requested Changes activity, you can define the property changes to add or remove from the change request. You can choose the properties you want the activity to change and, for each property, choose to remove the property from the request, clear the property value in the request, or specify the new value to be assigned to that property. For a multi-value property, you can choose to add or remove a value from that property. Additional options are available such as notification, error handling, changing the container where to create new objects, and adding or removing Active Roles controls from change requests.

To configure a Modify Requested Changes activity

  1. In the Active Roles Console tree, expand Configuration > Policies > Workflow, and select the change workflow containing the Modify Requested Changes activity you want to configure.

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

  2. In the process diagram, right-click the name of the activity and click Properties.

  3. Navigate to the Target changes tab in the “Modify Requested Changes” Activity Properties dialog.

  4. Configure the list of the properties you want the activity to modify:

    • To add a property to the list, click Add property, and then select the desired property.

    • To remove a property from the list, click Delete labeled X on the right side of the list item representing that property.

  5. After you have added a property, click in the Action field to specify the type of the changes you want the activity to make to that property:

    • Click Set to have the activity assign a new value to the property.

    • Click Clear to have the activity remove the property from the object.

    • In case of a multi-value property, click Add value or Remove value for the activity to add or remove the value of the property.

    • Click Remove from request if you want the workflow not to apply the changes to the property that were specified in the request that started the workflow.

  6. If an action other than Clear or Remove from request is selected, click in the Value filed to specify the property value you want the activity to set, add or remove. The following options are available:

    • Text string: Use the given string of characters as the value of the property. You can type the desired string.

    • Property of workflow target object: Use the value of a certain property of the target object of the request that started the workflow. You can select the desired property from a list of object properties.

    • Property of workflow initiator: Use the value of a certain property of the user whose request started the workflow. You can select the desired property from a list of object properties.

    • Changed value of workflow target object property: Use the value that is requested to be assigned to a certain property of the workflow target object. You can select the desired property from a list of object properties.

    • Workflow parameter value: Use the value of a certain parameter of the workflow. You can choose the desired parameter from a list of the workflow parameters.

    • Property of object from workflow data context: Use the value of a certain property of the object that will be selected by the activity on the basis of the data found in the workflow run-time environment. You can choose the desired property and specify which object you want the activity to select at workflow run time.

    • Value generated by rule expression: Use the string value of a certain rule expression. You can configure a rule expression to compose a string value based on properties of various objects found in the workflow run-time environment.

  7. Navigate to the Notification tab in the “Modify Requested Changes” Activity Properties dialog to view or change notification settings. For more information, see Configuring a notification for a CRUD activity.

  8. Navigate to the Error handling tab in the “Modify Requested Changes” Activity Properties dialog to view or change error handling settings. For more information, see Configuring error handling for a CRUD activity.

  9. Click the Additional settings link at the bottom of the “Modify Requested Changes” Activity Properties dialog.

  10. In the Additional Settings dialog that appears, you can configure the activity to:

      • Change the container where to create new objects. Click in the Modify object creation requests so as to create objects in this container box, and then choose from the following options:

        • Fixed container in directory: With this option, objects will be created in the given OU or container. You can select the desired OU or container in Active Directory when you configure the activity.

        • Parent OU of workflow target object: With this option, objects are created in the OU that holds the target object of the request that started the workflow.

        • Activity target object: With this option, objects are created in the OU or container created or otherwise processed by a particular CRUD activity at the time of running the workflow. You can select the desired CRUD activity from the workflow definition when you configure the activity.

        • Object identified by workflow parameter: With this option, objects are created in the OU or container specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure the activity.

        • Object from workflow data context: With this option, objects are created in the OU or container that will be selected by the activity on the basis of the data found in the workflow environment at the time of running the workflow. You can specify which OU or container you want the activity to select.

        • Object identified by DN-value rule expression: With this option, objects are created in the OU or container whose Distinguished Name (DN) is specified by the string value of a certain rule expression. By using a rule expression, you can compose a string value based on properties of various objects found in the workflow environment at the time of running the workflow. You can create the desired rule expression when you configure the activity.

    • Add or remove Active Roles controls from the request. To add or change a control, click Add or Change, and then, in the dialog that appears, specify the name and, if applicable, the value of the control. If you want the activity to add the control to the request, click Include this control in the change request. If you want to ensure that the control never occurs in the request, click Exclude this control from the change request.

    Controls can be used to pass additional information to Active Roles on how to process the request. For more information about the controls, see the Active Roles SDK documentation.

Enabling or disabling an activity

Temporarily disabling an activity may be useful when the workflow is under construction so the workflow definition is not finalized and the activity should not run until a certain time.

To disable an activity or enable a disabled activity

  1. In the Active Roles Console tree, select the workflow definition to display the workflow as a process diagram.

  2. In the process diagram, right-click the activity and click Disable or Enable, respectively.

While an activity is disabled in a given workflow, Active Roles skips that activity when running that workflow. When you enable a disabled activity in a given workflow, you allow Active Roles to run that activity when running that workflow.

Enabling or disabling a workflow

Temporarily disabling a workflow may be useful when the workflow is under construction so the workflow definition is not finalized and the activities included in the workflow should not run until a certain time.

To disable a workflow or enable a disabled workflow

  • In the Active Roles Console tree, right-click the workflow definition and click Disable Workflow or Enable Workflow, respectively.

While a workflow is disabled, Active Roles does not run any activities included in that workflow regardless of the workflow start conditions. When you enable a disabled workflow, you allow Active Roles to run the activities included in that workflow.

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