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Active Roles 8.1.4 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration 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 Configuring 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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication 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

Excluding a member from a Managed Unit

You can exclude specific members from a Managed Unit with the Active Roles Console.

To exclude a member to a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. On the Membership Rules tab, click Add. This displays the Membership Rule Type dialog.

  4. In the Membership Rule Type dialog, click Exclude Explicitly, and then click OK. The Select Objects dialog appears.

  5. Use the Select Objects dialog to locate and select the object (or objects) you want to explicitly exclude in the Managed Unit.

    For instructions on how to configure a membership rule, see Adding membership rules to a Managed Unit.

  1. To close the Properties dialog, click OK.

Adding group members to a Managed Unit

You can add group members to a Managed Unit with the Active Roles Console.

To add group members to a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. On the Membership Rules tab, click Add. This displays the Membership Rule Type dialog.

  4. In the Membership Rule Type dialog, click Include Group Members, and then click OK. The Select Objects dialog appears.

  5. Use the Select Objects dialog to locate and select the group (or groups) whose members you want to be included in the Managed Unit.

    For instructions on how to configure a membership rule, see Adding membership rules to a Managed Unit.

  6. To close the Properties dialog, click OK.

Removing group members from a Managed Unit

You can remove group members from Managed Units by changing their membership rule settings in the Active Roles Console.

To remove group members from a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. On the Membership Rules tab, click Add. This displays the Membership Rule Type dialog.

  4. In the Membership Rule Type dialog, click Exclude Group Members, then click OK. The Select Objects dialog appears.

  5. Use the Select Objects dialog to locate and select the group (or groups) whose members you want to be excluded from the Managed Unit.

    For instructions on how to configure a membership rule, see Adding membership rules to a Managed Unit.

  6. To close the Properties dialog, click OK.

Copying a Managed Unit

With the Active Roles Console, you can create copies of Managed Units. This feature helps you reuse existing Managed Units.

To copy a Managed Unit

  1. In the Active Roles Console, on the Console tree, navigate to Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to copy.

  3. Right-click the Managed Unit, then click Copy. The Copy Object - Managed Unit wizard starts.

  4. On the first page of the wizard, do the following, then click Next:

    1. In the Name box, enter a name for the Managed Unit.

    2. (Optional) In the Description box, enter any information about the Managed Unit.

  5. On the second page of the wizard, you can add, remove, and modify the membership rules that were copied from the original Managed Unit. Do the following:

    • To add a membership rule to the new Managed Unit, click Add.

    • To remove a membership rule from the new Managed Unit, select the membership rule from the list, and click Remove.

    • To modify a membership rule for the new Managed Unit, select the membership rule from the list, and click View/Edit.

    For instructions on how to configure a membership rule, see Adding membership rules to a Managed Unit.

  6. Click Next.

  7. On the next page of the wizard, do the following:

    • Click Security to specify permission settings on the Managed Unit.

    • Click Policy to specify policy settings on the Managed Unit.

    For instructions on how to specify security and policy settings, see Modifying permission settings on a Managed Unit and Modifying policy settings on a Managed Unit.

  8. Click Next, then lick Finish.

NOTE: The membership rules, permission settings, and policy settings are copied from the original Managed Unit and can be modified in the Copy Object - Managed Unit wizard.

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