To create a Managed Unit
- In the console tree, under Active Roles > Configuration > Managed Units, locate and select the folder in which you want to add the Managed Unit.
You can create a new folder as follows: Right-click Managed Units and select New > Managed Unit Container. Similarly, you can create a sub-folder in a folder: Right-click the folder and select New > Managed Unit Container.
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Right-click the folder, and select New > Managed Unit to start the New Object - Managed Unit wizard.
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On the first page of the wizard, do the following, and then click Next:
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In the Name box, type a name for the Managed Unit.
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In the Description box, type any optional information about the Managed Unit.
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On the second page of the wizard, click Add. This displays the Membership Rule Type dialog box.
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Select the type of the membership rule to create, and then click OK:
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To create a rule that statically adds members to the Managed Unit, click Include Explicitly.
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To create a rule that statically excludes members from the Managed Unit, click Exclude Explicitly.
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To create a rule that adds all members of a certain group to the Managed Unit, click Include Group Members.
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To create a rule that excludes all members of a certain group from the Managed Unit, click Exclude Group Members.
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To create a rule that populates the Managed Unit with the objects that match certain search criteria, click Include by Query.
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To create a rule that prevents the Managed Unit from including the objects that match certain search criteria, click Exclude by Query.
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To create a rule that prevents the deprovisioned objects, such as deprovisioned users or groups from being removed from the Managed Unit, click Retain Deprovisioned.
If you selected the Include by Query rule type or the Exclude by Query rule type in Step 5, the Create Membership Rule dialog box is displayed. Otherwise (except for the Retain Deprovisioned rule type), the Select Objects dialog box is displayed.
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Complete the Create Membership Rule or Select Objects dialog box by following the instructions that are given later in this topic.
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Repeat steps 4 through 6 until you have added all of the desired membership rules. Then, click Next.
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On the next page of the wizard, do the following, and then click Next:
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Click Security to specify permission settings on the Managed Unit.
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Click Policy to specify policy settings on the Managed Unit.
For information on how to specify security and policy settings, see Steps for modifying permission settings on a Managed Unit and Steps for modifying policy settings on a Managed Unit later in this document.
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On the completion page of the wizard, click Finish.
To complete the Create Membership Rule dialog
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From the Find list, select the class of objects you want the membership rule to include or exclude from the Managed Unit. For example, when you select Users, the membership rule includes or excludes the users that match the conditions you specify.
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From the In list, select the domain or folder that holds the objects you want the membership rule to include or exclude from the Managed Unit. For example, when you select an Organizational Unit, the membership rule includes or excludes only the objects that reside in that Organizational Unit.
To add folders to the In list, click Browse and select folders in the Browse for Container dialog box.
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Define the criteria of the membership rule. For example, to include or exclude the objects that have the letter T at the beginning of the name, type T in Name. You can use an asterisk (*) to represent any string of characters.
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Optionally, click Preview Rule to view a list of objects that match the criteria you have defined.
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Click Add Rule.
To complete the Select Objects dialog
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In the Look in list, click the domain or folder that holds the objects you want to select. To add a folder to the list, click Browse.
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Do one of the following, and then click OK:
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In the list of objects, double-click the object you want to add.
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In the lower box, type the entire name, or a part of the name, of the object you want to add. Then, click Check Names.
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NOTE:
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You can also use the Properties command to add or remove membership rules from an existing Managed Unit: Right-click the Managed Unit, click Properties, and then click the Membership Rules tab in the Properties dialog box.
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For information on how to display a list of members of a Managed Unit, see Displaying members of a Managed Unit later in this document.
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The Create Membership Rule dialog box is similar to the Find dialog box you use to search for objects in the directory. Once you have specified your search criteria, the Add Rule function saves them as a membership rule. For more information on how to specify search criteria, see Finding objects earlier in this document.
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The Find list includes the Custom Search entry. Selecting that entry displays the Custom Search tab, enabling you to build custom membership rules using advanced options, as well as to build advanced membership rules using the Lightweight Directory Access Protocol (LDAP), which is the primary access protocol for Active Directory. For more information about using advanced search options, see Steps for building a custom search and Steps for using advanced search options earlier in this document.