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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

Automatically moving users between groups

This scenario removes a user from the Seattle group and adds the user to the Atlanta group when the user relocates to Atlanta from Seattle.

Suppose user accounts of employees working in Seattle belong to the Seattle group, and user accounts of those working in Atlanta belong to the Atlanta group. The group to which the user belongs is defined by the city attribute: employees working in Seattle have user accounts with the value Seattle for the City attribute. For those working in Atlanta, the value is Atlanta.

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

  1. Create the Seattle and Atlanta groups.

  2. Configure membership rules to add users with a city value of Seattle to the Seattle group, and those with Atlanta to the Atlanta group.

As a result, only user accounts that currently have a city value of Seattle belong to the Seattle group. Thus, when an employee leaves Seattle for Atlanta, an administrator changes the City attribute from Seattle to Atlanta, and the user automatically moves to the Atlanta group because of the membership rule. Conversely, when an employee leaves Atlanta for Seattle, the administrator changes the city attribute from Atlanta to Seattle, and the user automatically transfers to the Seattle group.

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

Creating the groups

To create the Seattle group, in the Console tree, right-click the container where you want to add the group, and select New > Group. Follow the instructions in the New Object – Group Wizard. In the Group name box, type Seattle.

To create the Atlanta group, in the Console tree, right-click the container where you want to add the group, and select New > Group. Follow the instructions in the New Object – Group Wizard. In the Group name box, type Atlanta.

Configuring the membership rules

In this scenario, employees working in Seattle have user accounts with a value of Seattle for the City attribute. Those working in Atlanta have a value of Atlanta.

First, configure the membership rule for the Seattle group. Right-click the group and click Convert to Dynamic Group. In the confirmation message box, click Yes.

On the first page of the New Membership Rule Wizard, click Include by Query, then click Next.

On the second page, click Add to display the Create Membership Rules dialog. Then, follow these steps to configure the membership rule:

  1. In the Find list, click Users.

  2. Click Browse and select the domain, OU, or Managed Unit that holds the user accounts of the employees.

  3. Click the Advanced tab.

  4. Click Field, click City, then click OK in the Select Object Property dialog.

  5. In the Condition list, click Is (exactly).

  6. In the Value box, type Seattle.

  7. Click Add, then click Add Rule.

When you are done, click Finish in the New Membership Rule Wizard.

Repeat the same procedure for the Atlanta group, but type Atlanta in the Value box when configuring the membership rule.

Active Roles Reporting

The Active Roles reporting solution leverages Microsoft SQL Server Reporting Services (SSRS) as a platform for managing, generating, and viewing reports.

Through the use of SSRS, Active Roles delivers enterprise reporting functionality that combines the strengths of web-based features and traditional reporting. The use of Reporting Services provides a way to centralize report storage and management, enable secure access to reports, control how reports are processed and distributed, and standardize how reports are used.

A comprehensive collection of report definitions, referred to as the Active Roles Report Pack, are published to the report server, a component of Reporting Services. Installing the Report Pack creates published reports that can be accessed through web addresses (URLs), through SharePoint Web parts, or through Report Manager, a web-based report access and management tool included with SSRS.

Opening a published report from the report server generates the report in a format suitable for viewing. This action is referred to as rendering a report. Rendering a report also occurs upon subscription, when the report is delivered to an email inbox or a file share in an output format specified by the report user.

The reports that can be generated once the Active Roles Report Pack is deployed are instrumental in change tracking audits, directory data monitoring and analysis, and assessment of Active Roles security and policy configurations. The reports fall into these categories:

  • Active Roles Tracking Log: Check what changes were made to directory data through the use of Active Roles, who made the changes, and when the changes were made.

  • Active Directory Assessment: Examine the state of directory data (such as users' properties, groups and other directory objects, group membership lists, and the contents of Organizational Units).

  • Administrative Roles: View details on who has access to what data when using Active Roles, and what changes administrative users or groups are authorized to make.

  • Managed Units: View details on the Managed Units defined in the Active Roles environment, what policies are applied to Managed Units, and what users or groups have administrative access to what Managed Units.

  • Policy Objects: View details on what administrative policies are defined in the Active Roles environment, where particular policies are applied, and what policies are in effect on particular objects and containers.

  • Policy Compliance: View details on what data in the directory is not compliant with Active Roles policies that are in effect, and what policy rules are violated.

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