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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 property update rule

To configure a property update rule for the user name, click Configure. This displays the Configure Value dialog, discussed in How to configure a Property Generation and Validation policy. You can use that dialog to set up a value for the ‘name’ must be condition, in the same way as you do when configuring 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 22: Types of entries: Configuring a property update rule

Type of entry

Description

Text

Adds a text string to the value.

User Property

Adds a selected property (or a part of a property) of the user account being deprovisioned.

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 being deprovisioned.

Parent Domain Property

Adds a selected property (or a part of a property) of the domain of the user account being deprovisioned.

Date and Time

Adds the date and time when the account was deprovisioned.

Initiator ID

Adds a string that identifies the Initiator, that is, the user who originated the deprovisioning request. This entry is composed of Initiator-related properties, retrieved from the directory.

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:

The following subsections elaborate on the Date and Time and Initiator ID entries.

Entry type: Date and Time

When you select Date and Time under Entry type in the Add Entry window, the Entry properties area looks as follows.

Figure 83: Entry type: Date and Time

Using this entry type, you can add an entry that represents the date and time when the user account was deprovisioned.

In the list under Date and time format, click the date or time format you want. Then, click OK to close the Add Entry window.

Entry type: Initiator ID

When you select Initiator ID under Entry type in the Add Entry window, the Entry properties area looks as follows.

Figure 84: Entry type: Initiator ID

With this entry type, you can add a string that identifies the Initiator, that is, the user who originated the deprovisioning request. The policy generates the Initiator ID based on certain properties of the Initiator’s account, such as the user logon name. A custom rule can be configured to use other properties.

You can choose a pre-configured rule or configure a custom rule to generate the Initiator ID. The pre-configured rules allow you to set the Initiator ID to one of the following:

  • The pre-Windows 2000 user logon name of the Initiator, in the form DomainName\UserName.

  • The user logon name of the Initiator.

A custom rule allows you to compose the Initiator ID of other Initiator-related properties.

Configuring a custom rule to build the Initiator ID

To configure a custom rule for Initiator ID, click the lowermost option under Entry properties, and then click Configure. This displays the Configure Value dialog, discussed in How to configure a Property Generation and Validation policy. You can use that dialog to set up a value for the ‘Initiator ID’ must be condition, in the same way as you do when configuring 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 23: Available entries for Configuring a custom rule to build the Initiator ID

Type of entry

Description

Text

Adds a text string to the value.

Initiator Property

Adds a selected property (or a part of a property) of the Initiator’s user account.

Parent OU Property

Adds a selected property (or a part of a property) of an Organizational Unit in the hierarchy of containers above the Initiator’s user account.

Parent Domain Property

Adds a selected property (or a part of a property) of the domain of the Initiator’s user account.

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 for the ‘Initiator ID’ must be condition, click OK to close the Configure Value dialog. This will add the value to the Initiator ID entry properties. If necessary, you can modify the value by clicking the Configure button in the Add Entry window and then managing the list of entries in the Configure Value dialog.

When you are done configuring the Initiator ID entry, click OK to close the Add Entry window. The entry is added to the Configure Value dialog for the ‘name’ must be condition.

When you are done configuring a value for the ‘name’ must be condition, click OK to close the Configure Value dialog. This will add the rule to the Options to Prevent Logon page of the wizard. If necessary, you can modify the rule by clicking Configure on that page and then managing the list of entries in the Configure Value dialog.

Once you have completed the Options to Prevent Logon page, click Next to display the Properties to Be Updated page.

Figure 85: Properties to Be Updated

On this page, you can set up a list of user properties you want the policy to update. Each entry in the slist includes the following information:

  • Property: When deprovisioning a user, Active Roles will update this property of the user’s account.

  • LDAP Display Name: Uniquely identifies the property to be updated.

  • Value to Assign: After the deprovisioning operation is completed, the property has the value defined by this syntax.

You can use these buttons to manage the list on this page:

  • Add: Allows you to select a property and configure an update rule for that property. A property update rule specifies how to generate the new value to assign to the property.

  • Remove: If you want the policy to no longer update a given property, select the property from the list and click Remove.

  • View/Edit: Allows you to modify the update rule for the property you select from the list.

Clicking Add displays the Select Object Property dialog where you can choose user properties you want to the policy to update. To choose a property, select the check box next to the property name, and then click OK.

You can select multiple check boxes. If you do so, the properties you have selected are added to the list on the wizard page, with the update rule configured to clear those properties, that is, to assign them the empty value.

If you select a single property in the Select Object Property dialog, you are presented with the Add Value dialog so you can proceed to configuring a property update rule.

Figure 86: Add Value

You can select one of these update options:

  • Clear value: Causes the policy to assign the empty value to the property.

  • Configure value: Allows you to configure a value for the ‘property’ must be condition.

With the second option, you must configure a value the policy will assign to the property upon the user deprovisioning. You can configure a value in the same way as you do when configuring a property update rule for the user name: Click Configure and follow the instructions provided in Configuring a property update rule.

When you are done configuring a value, click OK to close the Add Value dialog. The property name along with the property update rule is added to the wizard page. If necessary, you can modify the update rule by clicking View/Edit beneath the list of properties. This displays a dialog, similar to the Add Value dialog, allowing you to choose a different update option or set up a different value for the ‘property’ must be condition.

Once you have set up the list on the wizard page, click Next and follow the instructions in the wizard to create the Policy Object.

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