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Active Roles 7.5 - Administration Guide

Introduction About Active Roles 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
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 and Azure Tenant Selection 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management One Identity Starling Management One Identity Starling Two-factor Authentication for Active Roles Managing One Identity Starling Connect Azure AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Office 365 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 Configuration of Active Roles
Connecting to the Administration Service Adding and removing 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Enabling Federated Authentication Appendix F: Active Roles integration with other One Identity and Quest products Appendix G: Active Roles integration with Duo MFA Appendix H: Active Roles integration with Okta MFA

Steps for searching for a user, contact, or group

To search for a user, contact, or group

  1. On the Action menu, click Find to display the Find window.
  2. In the Find box, click one of the following:
    • Users, Contacts, and Groups, to find users, groups, and contacts that match your search criteria.
    • Users, to find only users that match your search criteria.
    • Groups, to find only groups that match your search criteria.
    • Contacts, to find only contacts that match your search criteria.
  3. In the In box, select the domain, container or Managed Unit you want to search, or click Browse to locate a domain, container or Managed Unit.
  4. Type in a name, a description, or both:
    • In the Name box, type the name of the object you want to find.
    • In the Description box, type the description of the object you want to find.

You can search using partial search criteria. For example, B in the Name box will return all objects whose name begins with the letter B, such as Backup Operators.

  1. Click Find Now to start your search.

NOTE:

  • You can use the Advanced tab for more powerful search options. For details, see Steps for using advanced search options.
  • The found users, groups, or contacts are displayed at the bottom of the Find window.
  • You can manage found users, groups, or contacts directly from the list in the Find window: right-click a list item, and then use commands on the shortcut menu to perform management tasks.

Steps for searching for a computer

To search for a computer

  1. On the Action menu, click Find to display the Find window.
  2. In the Find box, click Computers.
  3. In the In box, select the domain, container or Managed Unit you want to search, or click Browse to locate a domain, container or Managed Unit.
  4. In the Name box, type the name of the computer you want to find.

You can search using partial search criteria. For example, B in the Name box will return all computers whose name begins with the letter B.

  1. Optionally, in the Role box, click one of the following:
    • Domain Controller, to find only domain controllers.
    • Workstations and Servers, to find only workstations and servers (not domain controllers).
  2. Click Find Now to start your search.

NOTE:

  • You can use the Advanced tab for more powerful search options. For details, see Steps for using advanced search options.
  • The found computers are displayed at the bottom of the Find window
  • You can manage found computer objects directly from the list in the Find window: right-click a list item, and then use commands on the shortcut menu to perform management tasks.

Steps for searching for an Organizational Unit

To search for an Organizational Unit

  1. On the Action menu, click Find to display the Find window.
  2. In the Find box, click Organizational Units.
  3. In the In box, select the domain, container or Managed Unit you want to search, or click Browse to locate a domain, container or Managed Unit.
  4. In the Name box, type the name (or a part of the name) of the Organizational Unit you want to find.
  5. Click Find Now to start your search.

NOTE:

  • You can use the Advanced tab for more powerful search options. For details, see Steps for using advanced search options.
  • The found Organizational Units are displayed at the bottom of the Find window.
  • You can manage found Organizational Units directly from the list in the Find window: right-click a list item, and then use commands on the shortcut menu to perform management tasks.

Steps for using advanced search options

To use advanced search options

  1. On the Action menu, click Find to display the Find window.
  2. In the Find box, click the kind of object for which you want to search.
  3. Click the Advanced tab.
  4. Click the Field button, and select the object property you want to query.
  5. In Condition, click the condition for your search, and then, in Value, type a property value, in order to find the objects that have the object property matching the condition-value pair you have specified.
  6. Click Add to add this search condition to your search.
  7. Repeat steps 4 through 6 until you have added all of the desired search conditions.
  8. Click one of the following:
    • If you want to find the objects that meet all of the conditions specified, click AND.
    • If you want to find the objects that meet any of the conditions specified, click OR.
  9. Click Find Now to start your search. The found objects are displayed at the bottom of the window.
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