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Active Roles 8.2 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration Configuring rule-based autoprovisioning and deprovisioning
Configuring Provisioning Policy Objects
User Logon Name Generation E-mail Alias Generation Exchange Mailbox AutoProvisioning Group Membership AutoProvisioning Home Folder AutoProvisioning Property Generation and Validation Script Execution O365 and Azure Tenant Selection AutoProvisioning in SaaS products
Configuring Deprovisioning Policy Objects
User Account Deprovisioning Group Membership Removal User Account Relocation Exchange Mailbox Deprovisioning Home Folder Deprovisioning User Account Permanent Deletion Office 365 Licenses Retention Group Object Deprovisioning Group Object Relocation Group Object Permanent Deletion Script Execution Notification Distribution Report Distribution
Configuring entry types Configuring a Container Deletion Prevention policy Configuring picture management rules Managing Policy Objects Checking for policy compliance Deprovisioning users or groups Restoring deprovisioned users or groups Configuring policy extensions
Using rule-based and role-based tools for granular administration Workflows
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 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
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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Azure tenant types and environment types supported by Active Roles Using Active Roles to manage Azure AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication Communication ports and URLs used by Active Roles Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Creating the Access Rule

Use the Active Roles Console to create an Access Rule object with a conditional expression that evaluates to True if the Department claim of the authorizing user evaluates exactly to the Department property of the target object.

To create a new Access Rule

  1. In the Console tree, expand the Configuration node, right-click the Access Rules container, and select New > Access Rule.

  2. On the General page, type Department Admins in the Name field, then click Next.

  3. On the Conditions page, configure the conditional expression:

    1. Click the AND group item, then click Insert condition.

    2. Click Configure condition to evaluate, then click User claim.

    3. On the Select Claim Type page that appears, click Department in the list of claim types, then click OK.

    4. Verify that the comparison operator reads equals (this is the default setting).

    5. Click Define value to compare to, then click Target object property.

    6. On the Select Target Object Property page that appears, select the Department property, then click OK.

  4. Click Finish.

Applying the Access Rule

To apply the Access Rule you created in the Creating the Access Rule step, you first need to delegate control by using an Access Template, then attach the Access Rule to the Access Template link. Create a security group to hold your delegated administrators, and perform the following steps in the Active Roles Console:

To apply an Access Rule to a security group

  1. In the Console tree, under the Active Directory node, right-click the name of your domain, then click Delegate Control.

  2. To start the Delegation of Control Wizard, on the Active Roles Security page that appears, click Add.

  3. Follow the wizard pages:

    1. On the Users or Groups page, click Add, and select the security group that holds your delegated administrators. Click Next.

    2. On the Access Templates page, expand the Active Directory node, and select the OUs - Read All Properties and Users - Modify All Properties check boxes. Click Next.

    3. On the remaining pages, click Next to accept the default settings.

    4. On the completion page, click Finish.

    You will apply the Access Rule to the Users - Modify All Properties Access Template link. The OUs - Read All Properties Access Template enables the delegated administrators to browse the domain for user objects.

  4. To close the Active Roles Security, click OK. This will create the Access Template links.

  5. To open the Active Roles Security page claim, right-click the name of your Active Directory domain and click Active Roles Security.

  6. On the Active Roles Security page, select the Users - Modify All Properties Access Template link, then click View/Edit.

  7. On the Access Rule tab in dialog that appears, click Change, and select the Department Admins Access Rule. To close the Select an Access Rule page, click OK, then close the dialog by clicking OK again.

  8. To close the Active Roles Security page, click OK.

After you completed these steps, Active Roles allows a delegated administrator to make changes to only those user accounts that have the same department setting as the account of the delegated administrator.

Configuring rule-based autoprovisioning and deprovisioning

Active Directory (AD) supports delegating control with fine granularity. However, simply restricting control, access and permissions may not always be a sufficient or effective way of managing the resources of an organization.

Many directory administration processes (such as creating or disabling user accounts, enforcing user name conventions, resetting passwords, and so on) are based on predefined workflows that often share the same procedures. In practice, this means that administrators have to repeatedly perform configuration tasks with similar steps.

To make the management of such administrative tasks easier, Active Roles provides a policy-based administration solution to automate and speed up repeat procedures when administering on-premises, hybrid and Azure cloud-only objects. This approach is represented with Policy Objects, available in the Configuration > Policies > Administration node of the Active Roles Console.

NOTE: Policy Object settings that are specific to Azure cloud-only objects (such as cloud-only Azure users, guest users, or contacts) are available only if your Active Roles deployment is licensed for managing cloud-only Azure objects. Contact One Identity support for more information.

Also, Policy Objects that are specific to Azure cloud-only objects will work correctly only if an Azure tenant is already configured in the AD of the organization, and Active Roles is already set as a consented Azure application for that Azure tenant. For more information on these settings, see Configuring a new Azure tenant and consenting Active Roles as an Azure applicationConfiguring a new Azure tenant and consenting Active Roles as an Azure application in the Active Roles Administration Guide.

For a more in-depth description of this feature, see Rule-based autoprovisioning and deprovisioning in the Active Roles Feature Guide.

Configuring Provisioning Policy Objects

To configure provisioning policies for user name and email generation, group memberships, property generation or script running, use the policies available via the Provisioning Policy Objects option.

NOTE: Policy Object settings that are specific to Azure cloud-only objects (such as cloud-only Azure users, guest users, or contacts) are available only if your Active Roles deployment is licensed for managing cloud-only Azure objects. Contact One Identity support for more information.

Also, Policy Objects that are specific to Azure cloud-only objects will work correctly only if an Azure tenant is already configured in the AD of the organization, and Active Roles is already set as a consented Azure application for that Azure tenant. For more information on these settings, see Configuring a new Azure tenant and consenting Active Roles as an Azure applicationConfiguring a new Azure tenant and consenting Active Roles as an Azure application in the Active Roles Administration Guide.

For more details on how the following Policy Objects work, see the relevant subsections of About Provisioning Policy Objects in the Active Roles Feature Guide.

Table 4: Provisioning Policy Objects

Policy

Description

User Logon Name Generation

Generates a user login name (pre-Windows 2000) for a newly-created user account. Use this policy to:

  • Add a uniqueness number to the generated login name.

  • Apply multiple rules to generate a login name.

  • Allow a login name to be specified manually when creating a new user.

TIP: Combine these options to ensure the uniqueness of the user login name (pre-Windows 2000), which is a schema requirement in Active Directory (AD).

For more information on how to set up this policy, see Configuring a User Logon Name Generation policy.

E-mail Alias Generation

Sets up the appropriate email aliases for newly-created user accounts. Use this policy to generate aliases based on:

  • Pre-selected user properties, such as the first and last names.

  • A custom selection of properties, not limited to user properties.

TIP: Use this policy to make each alias unique by adding a uniqueness number to the alias.

For more information on how to set up this policy, see Configuring an E-mail Alias Generation policy.

Exchange Mailbox AutoProvisioning

Creates user mailboxes in the appropriate mailbox stores or databases. Use this policy to:

  • Specify the mailbox stores or databases in which mailboxes can be created.

  • Apply a rule to distribute mailboxes among multiple stores or databases.

TIP: Configure this policy to distribute mailboxes either with the round-robin method, or by selecting a store or database with the least number of mailboxes.

For more information on how to set up this policy, see Configuring an Exchange Mailbox AutoProvisioning policy.

Group Membership AutoProvisioning

Ensures that directory objects (such as users) are assigned to (or unassigned from) the appropriate group(s) if the specified policy criteria are met.

TIP: Use this policy to have Active Roles automatically add or remove objects (such as users or guest users) to or from certain groups if the configured group membership rules are met.

NOTE: Consider the following when configuring a Group Membership AutoProvisioning Policy:

  • In case of cloud-only Azure objects, you can use the Group Membership Autoprovisioning policy to automatically assign (or unassign) Azure users and Azure guest users to (or from) the specified O365 group(s) in the same Azure tenant.

  • Active Roles does not automatically check for changes in directory objects, containers or groups specified for provisioning in the configured Policy Objects. This means that if any changes are made in any directory resources in use in a policy, you must update the impacted policies manually. For example, if a directory group used by a Group Membership AutoProvisioning Policy Group is deleted, the Policy Group must be updated manually to reflect the changes.

For more information on how to set up this policy, see Configuring a Group Membership AutoProvisioning policy.

Home Folder AutoProvisioning

Performs provisioning actions to assign home folders and home shares to user accounts. Use this policy to:

  • Create home folders for newly-created user accounts.

  • Rename home folders upon renaming user accounts.

TIP: Use this policy to specify the server on which to create home folders and shares, determine their naming conventions, and configure their access rights as well.

For more information on how to set up this policy, seeConfiguring a Home Folder AutoProvisioning policy.

Property Generation and Validation

Property Generation and Validation policies automate the configuration of directory object properties. You can configure these policies to:

  • Populate new directory objects with default property values (for example, when creating new user accounts or groups).

  • Validate the compliance of directory property values against corporate rules.

For example, you can configure a policy to enforce a certain type of telephone number formatting in the contact information properties for your directory.

TIP: Consider the following when planning to configure a Property Generation and Validation policy:

  • To help you get started with configuring policy-based administration in your organization, Active Roles includes a set of built-in Policy Objects that offer provisioning and deprovisioning rules to the most typical administrative use cases. To find the built-in Policy Objects, navigate to the following node of the Active Roles Console:

    Configuration > Policies > Administration > Builtin

  • If the directory of your organization contains cloud-only Azure objects (Azure users, guest users or contacts), then use the built-in Azure CloudOnly Policy - Default Rules to Generate Properties Policy Object to provision their default properties and accepted values.

For more information on how to set up this policy, see Configuring a Property Generation and Validation policy.

Script Execution

Runs the specified PowerShell (or other custom) script on request to perform certain operations, such as creating a user account or updating its properties. Use this policy to:

  • Trigger additional actions to perform directory object provisioning.

  • Regulate object data format and requirements.

  • Further automate administrative tasks.

When linking a custom script to an administrative operation via a Script Execution policy, the script will receive control in Active Roles either when the operation is requested or when it is completed.

TIP: Consider the following when planning to use custom scripts for your provisioning policies:

  • To help you configure Script Execution policies, Active Roles also ships with several built-in Script Modules that you can use to set up your own Script Execution policies. Find these built-in Script Modules in the following node of the Active Roles Console:

    Configuration > Script Modules > Builtin

  • If the directory of your organization contains any cloud-only Azure users, then use the built-in Generate User Password - Azure only script module to set up a password generation policy for cloud-only Azure users that meets the password strength criteria of both your organization and Microsoft Azure Active Directory (Azure AD).

For more information on how to set up a Script Execution policy, see Configuring a Script Execution policy.

O365 and Azure Tenant Selection

Enables configuring multiple assignments to Azure objects. Use this policy to:

  • Validate the selected Azure tenants for Azure users, guest users, O365 groups, Azure security groups, and contacts.
  • Select O365 Licenses for Azure users and guest users.
  • Select O365 Roles for Azure users and guest users.
  • Preprovision OneDrive for Azure users.

For more information on how to set up this policy, see Configuring an O365 and Azure Tenant Selection policy.

AutoProvisioning in SaaS products

Automates user and group provisioning in the selected SaaS products using Starling Connect connectors.

You can specify the Starling Connect connectors to be validated for the users or groups for which the policy is then applied.

For more information on how to set up this policy, see Create Provisioning policy for Starling Connect.

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