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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

Scenario 2: Using multiple rules

The policy described in this scenario uses multiple rules to generate the pre-Windows 2000 user logon name. The rules are as follows:

  1. The first character of the user first name, followed by the user last name.

  2. The first two characters of the user first name, followed by the user last name.

  3. The first three characters of the user first name, followed by the user last name.

The length of the policy-generated name is at most eight characters. If the name is longer, trailing characters are truncated as needed.

Examples of names generated by this policy are as follows:

  • JSmitson

  • JoSmitso

  • JohSmits

The policy generates the name JoSmitso for the user John Smitson if the name JSmitson is in use. If both JSmitson and JoSmitso are in use, the policy generates the name JohSmits.

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

  1. Configure the Policy Object that defines the appropriate policy.

  2. Apply the Policy Object to a domain, OU, or Managed Unit.

As a result, when assigning a pre-Windows 2000 user logon name to a user account in the container you selected in Step 2, the Active Roles user interfaces provide a Generate button to create the name in accordance with the policy rules. In the event of a naming conflict, clicking Generate causes the policy to apply a subsequent rule.

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

Step 1: Configuring the Policy Object

You can configure the Policy Object you need by modifying the Policy Object that implements the previous scenario; see Scenario 1: Using uniqueness number.

Display the Properties dialog for that Policy Object and go to Policies. Then, select the policy from the list, and click View/Edit to display the User Logon Name Generation Policy Properties dialog.

The Generation Rules tab in the User Logon Name Generation Policy Properties dialog looks similar to the User Logon Name (pre-Windows 2000) Generation Rules page in the wizard you used to configure the policy. You can use that tab to add or modify policy rules.

First, modify the rule to remove the uniqueness number entry. On the Generation Rules tab, select the rule and click View/Edit to display the Configure Value dialog. Then, select the uniqueness number entry as shown in the following figure, and click Remove.

Figure 61: Configure Value

Click OK to close the Configure Value dialog.

Next, configure the additional policy rules as follows.

  1. On the Generation Rules tab, click Add to display the Configure Value dialog.

  2. In the Configure Value dialog, click Add to display the Add Entry window.

  3. Configure the entry to include the first two character of the user first name:

    1. Under Entry type, click User Property.

    2. Under Entry properties, click Select.

    3. In the Select Object Property window, click First Name in the Object property list, and then click OK.

    4. Under Entry properties, click The first, and enter 2 in the box next to that option.

    5. Click OK to close the Add Entry window.

  4. In the Configure Value dialog, click Add to display the Add Entry window.

  5. Configure the entry to include the user last name:

    1. Under Entry type, click User Property.

    2. Under Entry properties, click Select.

    3. In the Select Object Property window, click Last Name in the Object property list, and then click OK.

    4. Click OK to close the Add Entry window.

  6. Click OK to close the Configure Value dialog.

  7. Repeat Steps 1 through 6 with the following alteration:

    In Step 3, sub-step d), enter 3 in the box next to the The first option.

After you complete these steps, the list of rules on the Generation Rules tab should look as follows:

Figure 62: Generation rules

Click OK to close the User Logon Name Generation Policy Properties dialog.

Step 2: Applying the Policy Object

You can apply the Policy Object without closing its Properties dialog. Go to the Scope tab and do the following:

  1. On the Scope tab, click the Scope button to display the Active Roles Policy Scope window for the Policy Object you are managing.

  2. Click Add and select the domain, OU, or Managed Unit where you want to apply the policy to.

    You can also use the Remove button to remove items where you want the policy to no longer be applied.

  3. Click OK to close the Active Roles Policy Scope window.

  4. Click OK to close the Properties dialog for the Policy Object.

For more information on how to apply a Policy Object, see Applying Policy Objects and Managing policy scope.

Group Membership AutoProvisioning

Group Membership AutoProvisioning policies help you automate adding or removing the specified objects (such as user objects) to or from the specified groups.

In case of cloud-only Azure objects, you can use the Group Membership Autoprovisioning policy to automatically assign (or unassign) Azure users and Azure guest users to (or from) the specified O365 group(s) in the same Azure tenant.

NOTE: Policy Object settings specific to Azure cloud-only objects (such as cloud-only Azure users, guest users, or contacts) are available only if your Active Roles deployment is licensed for managing cloud-only Azure objects. Contact One Identity support for more information.

Also, Policy Objects specific to Azure cloud-only objects will work correctly only if an Azure tenant is already configured in the AD of the organization, and Active Roles is already set as a consented Azure application for that Azure tenant. For more information on these settings, see Configuring an Azure tenant and Active Roles as an Azure application.

To set up a policy, select the type of objects you want to provision, select the affected group(s), and then configure the policy rules. Once set up, the policy adds (or removes) directory objects to (or from) the selected groups depending on whether the provisioned objects meet the specified rules.

To help you get started with configuring policy-based administration in your organization, Active Roles includes a set of built-in Policy Objects that offer provisioning and deprovisioning rules to the most typical administrative use cases. To find the built-in Policy Objects, navigate to the following node of the Active Roles Console:

Configuration > Policies > Administration > Builtin

NOTE: Active Roles does not automatically check for changes in directory objects, containers or groups specified for provisioning in the configured Policy Objects. This means that if any changes are made in any directory resources in use in a policy, you must update the impacted policies manually. For example, if a directory group used by a Group Membership AutoProvisioning Policy Group is deleted, the Policy Group must be updated manually to reflect the changes.

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