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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 custom generation rule

To configure a custom rule, click Other combination of user properties, and then click Configure. This displays the Configure Value dialog, as described in How to configure a Property Generation and Validation policy. You can use that dialog to set up a value for the ‘Alias’ must be condition, the same way you configure a Property Generation and Validation policy.

To start configuring a value, click Add in the Configure Value dialog. This displays the Add Entry window.

A value is a concatenation of one or more entries. In the Add Entry window, you can select the type of the entry to add, and then configure the entry. The following table summarizes the available types of entries.

Table 21: Available entries

Type of entry

Description

Text

Adds a text string to the value.

Uniqueness Number

Adds a numeric value the policy will increment in the event of an alias naming conflict.

User Property

Adds a selected property (or a part of a property) of the user account to which the policy will assign the alias.

Parent OU Property

Adds a selected property (or a part of a property) of an Organizational Unit in the hierarchy of containers above the user account to which the policy will assign the alias.

Parent Domain Property

Adds a selected property (or a part of a property) of the domain of the user account to which the policy will assign the alias.

Instructions on how to configure an entry depend on the type of the entry. For more information on how to configure each entry type, see the following resources:

When you are done configuring a value, click OK to close the Configure Value dialog. This will add the value to the policy rule. If necessary, you can modify the value by clicking Configure and then managing the list of entries in the Configure Value dialog.

When you are done configuring the policy rule, click Next on the E-mail Alias Generation Rule page and follow the instructions in the wizard to create the Policy Object.

Configuring an E-mail Alias Generation policy

To configure an E-mail Alias Generation policy

  1. On the Policy to Configure page, select E-mail Alias Generation, and click Next.

  2. On the E-mail Alias Generation Rule page, do the following:

    • Select one of the preconfigured generation rules, or create a custom alias-generation rule. To create a custom rule, click Other combination of user properties, click Configure, and complete the Configure Value dialog as described later in the procedure.

    • If you want the email alias to be allowed for manual edit, select Allow manual edits of e-mail alias. Then, do one the following:

      • Click Always to authorize the operator who creates or updates the user account to modify the email alias.

      • Click Only if a unique alias cannot be generated by this policy to allow manual changes only in the situation where a policy-generated alias is already assigned to a different user account.

    Click Next.

  3. On the Enforce Policy page, you can specify objects to which this Policy Object is to be applied:

    • Click Add, and use the Select Objects dialog to locate and select the objects you want.

  4. Click Next, and then click Finish.

To complete the Configure Value dialog

  1. Click Add.

  2. Configure an entry to include in the value. For more information, see Steps for configuring entries.

  3. In the Configure Value dialog, add more entries, delete or edit existing ones, and click OK.

Scenario: Generating e-mail alias based on user names

The policy described in this scenario generates the e-mail alias in accordance with this rule: user first name, optionally followed by a three-digit uniqueness number, followed by a period, followed by the user last name. Examples of aliases generated by this rule are as follows:

  • John.Smith

  • John001.Smith

  • John002.Smith

The policy generates the alias John001.Smith for the user John Smith if the alias John.Smith is in use. If both John.Smith and John001.Smith are in use, the policy generates the alias John002.Smith, and so on.

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

  1. Create and 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 an email alias to a user account in the container you selected in Step 2, the Active Roles user interfaces provide a Generate button to create the alias in accordance with the policy rule. In the event of an alias naming conflict, clicking Generate causes the policy to add a uniqueness number to the alias.

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

Creating and configuring the Policy Object

You can create and configure the Policy Object you need by using the New Provisioning Policy Object Wizard. For information about the wizard, see Creating a Policy Object.

To configure the policy, click E-mail Alias Generation on the Select Policy Type page of the wizard. Then, click Next.

On the E-mail Alias Generation Rule page, click Other combination of user properties, and then click Configure.

Complete the Configure Value dialog as follows:

  1. Click Add.

  2. Configure the entry to include 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. Click OK.

  3. Click Add.

  4. Configure the entry to optionally include a uniqueness number:

    1. Under Entry type, click Uniqueness Number.

    2. Under Entry properties, set the entry options:

      • Click Add if the property value is in use.

      • Select the Fixed-length number, with leading zeroes check box.

      • In the box next to Length of the number, in digits, type 3.

    3. Click OK.

  5. Click Add.

  6. Configure the entry to include the period character:

    1. In Text value under Entry properties, type the period character.

    2. Click OK.

  7. Click Add.

  8. 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.

    After you complete these steps, the list of entries in the Configure Value dialog must look like the following figure.

  9. Click OK to close the Configure Value dialog. Then, click Next and follow the instructions in the wizard to create the Policy Object.

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