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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

Adding a membership rule to a dynamic group

To add a membership rule to a dynamic group, right-click the dynamic group, and then click Add Membership Rule. This starts the New Membership Rule Wizard. Complete the wizard as described in Converting a basic group to a dynamic group. To add a membership rule to a dynamic group, you can also use the Membership Rules tab in the Properties dialog.

To add a membership rule to a group

  1. In the Console tree, select the folder that contains the group to which you want to add a membership rule.

  2. In the details pane, right-click the group, and do one of the following to start the New Membership Rule Wizard:

    • If the group is a basic group, click Convert to Dynamic Group, then click Yes.

    • If the group is a dynamic group, click Add Membership Rule.

  3. On the first page of the wizard, select the type of the membership rule you want to create. Do one of the following, then click Next:

    • To create a rule that statically adds members to the group, click Include Explicitly.

    • To create a rule that statically excludes members from the group, click Exclude Explicitly.

    • To create a rule that adds all members of a certain group to the selected group, click Include Group Members.

    • To create a rule that excludes all members of a certain group from the selected group, click Exclude Group Members.

    • To create a rule that populates the group with the objects that match certain search criteria, click Include by Query.

    • To create a rule that prevents the group from including the objects that match certain search criteria, click Exclude by Query.

  4. On the next page of the wizard, click Add.

    If you selected the Include by Query rule type or the Exclude by Query rule type in Step 3, the Create Membership Rule dialog appears. Otherwise, the Select Objects dialog appears.

  5. Complete the Create Membership Rule or Select Objects dialog using the procedures outlined below in this section.

  6. Click Finish to close the wizard.

To complete the Create Membership Rule dialog

  1. From the Find list, select the class of objects you want the membership rule to include or exclude from the group. For example, when you select Users, the membership rule includes or excludes the users that match the conditions you specify.

  2. From the In list, select the domain or folder that holds the objects you want the membership rule to include or exclude from the group. For example, when you select an Organizational Unit, the membership rule includes or excludes only the objects that reside in that Organizational Unit.

    To add folders to the In list, click Browse and select folders in the Browse for Container dialog.

  3. Define the criteria of the membership rule. For example, to include or exclude the objects that have the letter T at the beginning of the name, type T in Name. You can use an asterisk (*) to represent any string of characters.

  4. Optionally, click Preview Rule to view a list of objects that match the criteria you have defined.

  5. Click Add Rule.

To complete the Select Objects dialog

  1. In the Look in list, click the domain or folder that holds the objects you want to select. To add a folder to the list, click Browse.

  2. Do one of the following, and then click OK.

    • In the list of objects, double-click the object you want to add.

    • In the lower box, type the entire name (or a part of the name) of the object you want to add. Then, click Check Names.

NOTE: Consider the following when adding a membership rule to a dynamic group:

  • The only way to populate dynamic groups is by adding membership rules. The members of a dynamic group are the objects that match the criteria defined by the membership rules.

  • To convert a dynamic group back to a basic group, right-click the group, and click Convert to Basic Group. When converting a dynamic group to a basic group, Active Roles removes all membership rules from the group. No changes are made to the list of the current members for that group.

  • The Create Membership Rule dialog is similar to the Find dialog you use to search for objects in the directory. Once you have specified your search criteria, the Add Rule function saves them as a membership rule. For more information on how to specify search criteria, see Finding objects.

  • The Find list includes the Custom Search entry. Selecting that entry displays the Custom Search tab, enabling you to build custom membership rules using advanced options, as well as to build advanced membership rules using the Lightweight Directory Access Protocol (LDAP), which is the primary access protocol for Active Directory. For more information about using advanced search options, see Steps for using advanced search options and Steps for building a custom search.

Removing a membership rule from a dynamic group

To remove a membership rule from a dynamic group, open the Properties dialog for the group. On the Membership Rules tab, select the membership rules you want to remove, and click Remove. When finished, click OK to close the Properties dialog.

NOTE: Active Roles does not allow members to be removed from a dynamic group by directly managing the membership list of the group. To remove particular members, use Exclude Explicitly rules.

To remove a membership rule from a group

  1. In the Console tree, locate and select the folder that contains the group from which you want to remove a membership rule.

  2. In the details pane, right-click the group and click Properties.

  3. On the Membership Rules tab, select the membership rule, and click Remove.

NOTE: The Properties dialog includes the Membership Rules tab if the selected group is a dynamic group. If you do not see the Membership Rules tab, the selected group is a basic group.

Converting a dynamic group to a basic group

When converting a dynamic group to a basic group, only the membership rules are removed from the group. The group membership list remains unchanged. To convert a dynamic group to a basic group, right-click the group, and then click Convert to Basic Group. In the confirmation message box, click Yes.

When a group is no longer dynamic, it becomes a basic group with the following characteristics:

  • The Membership Rules tab disappears from the Properties dialog.

  • The Members tab allows you to add and remove members (the Add and Remove buttons appear on the Members tab).

Modifying, renaming, or deleting a dynamic group

You can manage dynamic groups in the same way as you manage basic (regular) groups — rename, modify properties, assign a Trustee when delegating control, and delete. The instructions on how to perform such management tasks on a Dynamic Group are the same as for regular groups. For step-by-step instructions on how to manage groups, see the “Group Management Tasks” section in the Active Roles User Guide or Active Roles Help.

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