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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

Applying Policy Objects

Implementing a policy to enforce business rules is a two-phase process where configuring the policy within a Policy Object is only the first step. When you create a new policy, you select a policy type from the available options and then define the options that make up the policy. The second step is to use the Active Roles Console to enforce the policy on the desired areas of the directory.

Active Roles allows policies to be enforced on any directory object, that is an administrative view (Managed Unit), a directory folder (container), or an individual (leaf) object. Policies are enforced by applying (linking) a Policy Object that holds the policies.

When you apply a Policy Object to a Managed Unit or directory folder, the policies control the objects in that Unit or folder as well as the Unit or folder itself. When you apply a Policy Object to a leaf object, such as a user or group, the policies only control that object. For example, applying a Policy Object to a group does not affect the members of the group.

The objects that are subject to a given Policy Object, that is, the objects under control of the policies defined in that Policy Object, are collectively referred to as policy scope. For example, if you apply a Policy Object to a Managed Unit, the policy scope is composed of the objects within the Managed Unit.

Thus, the policy scope normally includes all objects that reside in a container or Managed Unit to which the Policy Object is applied. However, sometimes you may need to exclude individual objects or sub-containers from the policy scope, thereby preventing certain objects from being affected by policies.

Active Roles gives you the option to selectively exclude objects or entire containers from the policy scope. You can block policy inheritance on individual objects or containers, refining the policy scope. For more information on how to block policy inheritance, see Managing policy scope.

To apply a Policy Object, you can start from any of the following points:

  • Policy Object: Add Managed Units or containers to the policy scope of the Policy Object.

  • Directory object: Add the Policy Object to the policy list for the directory object.

Adding Managed Units or containers to policy scope

You can add administrative views (Managed Units) and directory folders (containers) to the policy scope of a given Policy Object in one of following ways:

  • Right-click the Policy Object and click Policy Scope. Then, in the Active Roles Policy Scope window, click Add.

  • Ensure that Advanced Details Pane is checked on the View menu. Then, select the Policy Object. On the Active Roles Policy Scope tab in the details pane, right-click a blank area and click Add.

In both cases, clicking Add displays the Select Objects window where you can select containers and Managed Units. To build a list of containers from which to select, click Browse and select Active Directory or a container in the hierarchy under Active Directory.

Figure 40: Policy Objects

To build a list of Managed Units, click Browse and select Managed Units or a container in the hierarchy under Managed Units.

Figure 41: Managed Units

In the Select Objects window, select containers or Managed Units from the list and click Add to build the resultant list of items. When finished, click OK.

Adding Policy Objects to policy list for directory object

For a given directory object (container, user, group, and so on), a list of Policy Objects that affect the directory object is referred to as policy list. If the directory object is in the policy scope of a given Policy Object, the Policy Object is included in the policy list for that directory object.

The steps to add a Policy Object to the policy list for a directory object depend on whether it is a container or leaf object:

  • Right-click a Managed Unit or container and click Enforce Policy. Then, in the Active Roles Policy window, click Add.

  • Right-click a leaf object (user, group, or the like), click Properties, go to the Administration tab, and click Policy. Then, in the Active Roles Policy window, click Add.

If you use the advanced details pane (Advanced Details Pane is checked on the View menu), you can do this as follows, regardless of the type of the directory object:

  • Select the directory object, go to the Active Roles Policy tab in the details pane, right-click a blank area on the tab, and then click Add.

In all these cases, clicking Add displays the Select Policy Objects window where you can select Policy Objects to add. Select the Policy Objects, then click OK.

Figure 42: Policy Objects

Steps for applying a Policy Object

To apply a Policy Object

  1. In the Console tree, under Configuration > Policies > Administration, locate and select the folder that contains the Policy Object you want to apply.

  2. In the details pane, right-click the Policy Object, and then click Policy Scope.

  3. In the Active Roles Policy Scope dialog, click Add.

  4. Use the Select Objects dialog to locate and select the container, Managed Unit, or a leaf object on which you want to specify policy settings by using the Policy Object.

  5. Click OK to close the Active Roles Policy Scope dialog.

To specify policy settings on an object by using a Policy Object

  1. Open the Active Roles Policy dialog for the object in one of the following ways:

    • Right-click the object, and click Enforce Policy.

    • Right-click the object, and click Properties. Then, on the Administration tab in the Properties dialog, click Policy.

  2. In the Active Roles Policy dialog, click Add.

  3. Use the Select Policy Objects dialog to locate and select the Policy Object to apply.

  4. To select a Policy Object, click the check box next to the name of the Policy Object. You can select multiple Policy Objects.

  5. Click OK to close the Active Roles Policy dialog.

TIP: To apply a Policy Object, you can also use the Active Roles Policy Scope or Active Roles Policy tab in the advanced details pane: Right-click a blank area on the tab, and then click Add. To display the advanced details pane, check Advanced Details Pane on the View menu. For more information, see Advanced pane.

To view or modify inheritance options for a Policy Object on a container or Managed Unit

  1. Open the Active Roles Policy Scope dialog for the Policy Object: Right-click the Policy Object, and then click Policy Scope.

  2. In the Active Roles Policy Scope dialog, select the container or Managed Unit to which the Policy Object is applied and on which you want to examine inheritance options, and then click View/Edit.

  3. On the General tab, view or modify the selection of these options, which specifies the scope where the Policy Object determines policy settings:

    • This directory object: The scope includes the container or Managed Unit you have selected (this option does not cause the scope to include any child objects or members of the container or Managed Unit).

    • Child objects of this directory object: The scope includes all the child objects (or members, as applied to a Managed Unit) in the entire hierarchy under the container or Managed Unit you have selected.

    • Immediate child objects only: The scope includes only the child objects (or members, as applied to a Managed Unit) of which the container or Managed Unit that you have selected is the direct ancestor.

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