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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

Customizing object display names

In Active Directory, each object type may have a display name, and each property of objects may have a display name. In user interfaces, display names are used as friendly names to identify object types and properties. The display names specific to a given object type are stored in the display specifier objects for that object type.

The Active Roles Console makes it easy to view or modify display names by using a separate tab in the Properties dialog for display specifier objects. The Display Names tab provides a convenient way to customize display names for object types and properties.

The Display Names tab can be used to specify or change the display name for the object type that the display specifier is associated with, and to add, modify or remove display names for properties of objects of that type. The property display names are managed using a list of name pairs, with the first name being the LDAP display name of a property and the display name of that property following the LDAP display name.

To customize the English-language display name for the User object class within a forest

  1. Open the Active Roles Console and switch into Raw view mode: Select View > Mode, then click Raw Mode and click OK.

  2. In the Console tree, expand Active Directory > Configuration Container > Display Specifiers, and select the 409 container.

  3. In the details pane, right-click user-Display and click Properties.

  4. On the Display Names tab, in Display name for object type, modify the display name as appropriate, and then click OK.

  5. Restart the Administration Service and then reconnect the Console to the Service, for your changes to take effect.

By using these steps, you make changes to the display specifier held in Active Directory, so your changes affect not only Active Roles but also any client application intended to manage user objects in Active Directory, such as Active Directory Users and Computers. If you only want the display names to be customized within the Active Roles client interfaces, make changes to the custom display specifiers held in the Active Roles Display Specifiers (Custom) container. The Properties dialog for custom display specifiers also includes the Display Names tab, allowing you to customize display names so that your changes only affect the Active Roles environment.

Using Configuration Center

Configuration Center provides a single solution for configuring Administration Service instances and Web Interface sites, allowing you to perform the core configuration tasks from a single location.

The Configuration Center operations are fully scriptable using Windows PowerShell command-line tools provided by the Active Roles Management Shell.

Configuration Center design elements

Configuration Center is composed of the following elements:

  • Initial configuration wizards: After completing Active Roles Setup, the administrator uses the initial configuration wizards to create a new Active Roles instance, including the Administration Service and Web Interface. The wizards allow you to specify all the required configuration settings.

  • Hub pages and management wizards: Once the initial configuration has been completed, Configuration Center provides a consolidated view of the core Active Roles configuration settings, and offers tools for changing those settings. Hub pages in the Configuration Center main window display the current settings specific to the Administration Service and Web Interface, and include commands to start management wizards for changing those settings.

  • From the Administration Service page, you can view or change the service account, Active Roles and Admin account; configure the Active Roles Configuration Database and the Management History database; import configuration data or Management History data from an Active Roles database of an earlier version or the current version; view status information, such as whether the Administration Service is started and ready for use; start, stop or restart the Administration Service.

    By allowing configuration data to be imported at any convenient time, Configuration Center makes Active Roles much easier to upgrade. You can install the new Administration Service version side-by-side with an earlier version and then import configuration data to the new version as needed.

  • From the Web Interface page, you can view, create, modify, delete Web Interface sites, enable force SSL redirection, and configure authentication settings; export configuration of any existing Web Interface site to a file; open each site in a web browser. The site parameters available for setting, viewing and changing include the site’s address (URL, which is based on the website and alias of the web application that implements the Web Interface site on the web server) and the configuration object that stores the site’s configuration data on the Administration Service. When creating or modifying a Web Interface site, you can reuse an existing configuration object, or create a new configuration object based on a template or by importing data from another configuration object or from an export file.

    Wizards that start from hub pages help you manage configuration settings. Management wizards streamline the core configuration tasks by reducing time it takes to change the service account, Active Roles Admin account and database; import configuration and management history; and configure Web Interface sites on the web server.

  • From the Join to One Identity Starling wizard, you can enable Active Roles to connect to One Identity Starling, the Software as a Service (SaaS) solution of One Identity.

  • From the MMC Interface Access wizard, you can manage the settings for enabling or disabling user login to Active Roles Console.

  • Configuration Shell: Active Roles Management Shell enables access to all Configuration Center features and functions from a command line or from a script, allowing for unattended configuration of Active Roles components. The Windows PowerShell module named ActiveRolesConfiguration provides cmdlets for the key set of configuration tasks, such as creation of the Active Roles database, creation or modification of Administration Service instances and Web Interface sites, data exchange between Active Roles databases and between site configuration objects, querying the current state of the Administration Service, and starting, stopping or restarting the Administration Service. The cmdlets provided by the ActiveRolesConfiguration module have their noun prefixed with AR, such as New-ARDatabase, Set-ARService, or Set-ARWebSite.

Configuring a local or remote Active Roles instance

Configuration Center is installed as part of the Management Tools component when you install Active Roles on a 64-bit (x64) system. You can use this tool to perform configuration tasks on the local or remote computer that has the current version of the Administration Service or Web Interface installed. Configuration Center looks for these components on the local computer, if no component has been found, prompts you to connect to a remote computer. Another way to connect to a remote computer is by using the menu on the heading bar at the top of the Configuration Center main window.

When connecting to a remote computer, Configuration Center prompts you for a user name and password. This must be the name and password of a domain user account that belongs to the Administrators group on the remote computer. In addition, whether you are going to perform configuration tasks on the local computer or on a remote computer, your logon account must be a member of the Administrators group on the computer running Configuration Center.

To perform configuration tasks on a remote computer, Configuration Center requires Windows PowerShell remoting to be enabled on that computer. Run the Enable-PSRemoting command in the PowerShell console to enable remoting. For more information, see Enable-PSRemoting. On Windows Server 2016 or later, remoting is enabled by default.

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