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Active Roles 7.2.1 - Administrator Guide

Introduction About Active Roles 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
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning Home Folder AutoProvisioning Script Execution User Account Deprovisioning 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management Managing Configuration of Active Roles
Connecting to the Administration Service Adding and removing managed domains Using unmanaged domains Evaluating product usage Configuring replication Using AlwaysOn Availability Groups Using database mirroring 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
Using regular expressions Administrative Template Communication ports

Steps for modifying Managed Unit properties

To modify properties of a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.
  3. Use the tabs in the Properties dialog box to view or modify properties of the Managed Unit.
  4. When finished, click OK.

NOTE:

Steps for modifying permission settings on a Managed Unit

Rule-based Administrative Views > Administering Managed Units > Creating a Managed Unit > Steps for modifying permission settings on a Managed Unit

To modify permission settings on a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Delegate Control.
  3. In the Active Roles Security dialog box, do the following:
    • To add permissions to the Managed Unit, click Add and follow the instructions in the Delegation of Control Wizard to create an Access Template link. For information on how to use the Delegation of Control wizard, see Applying Access TemplatesApplying Access Templates later in this document.
    • To remove permissions from the Managed Unit, select Access Template links from the list, and click Remove. Alternatively, you can revoke permissions by disabling Access Template links: Select one or more links, and then click Disable.
    • To view or modify properties of an Access Template link on the Managed Unit, select the link from the list and click View/Edit.
    • To modify an Access Template link so that the permissions defined by the link are also added to Active Directory, select the link from the list and click Sync to AD.
  4. Click OK to close the Active Roles Security dialog box.

NOTE:  

  • The Active Roles Security dialog box displays a list of Access Template links, with each list item indicating a Trustee and the Access Template that is used to specify the Trustee’s permissions.
  • By default, the list of Access Template links displays all the links that determine the permission settings on the Managed Unit, regardless of whether a link was created on the Managed Unit itself or on a container that holds the Managed Unit. To change the display of the list, clear the Show inherited check box.
  • An Access Template link can be removed from a Managed Unit if the link was created on that Managed Unit. Only the links that meet this condition are displayed when you clear the Show inherited check box, so you can remove them by clicking Remove.
  • You can also use the advanced details pane to view, add, remove, or modify Access Template links on a Managed Unit: Select the Managed Unit, and then, on the Active Roles Security tab in the advanced details pane, right-click an Access Template link or a blank area, and use commands on the shortcut menu. For information about the advanced details pane, see Advanced pane earlier in this document.

Steps for modifying policy settings on a Managed Unit

Rule-based Administrative Views > Administering Managed Units > Creating a Managed Unit > Steps for modifying policy settings on a Managed Unit

To modify policy settings on a Managed Unit

  1. In the console tree, expand Active Roles | Configuration | Managed Units.
  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Enforce Policy.
  3. In the Active Roles Policy dialog box, do the following:
    • To add policies to the Managed Unit, click Add and select the Policy Object that defines the policies. You can select multiple Policy Objects at a time.
    • To remove policies from the Managed Unit, select the Policy Object that defines the policies, and click Remove. Alternatively, you can remove the effect of a Policy Object on the Managed Unit by selecting the Blocked check box next to the name of the Policy Object.
    • To modify policies, select the Policy Object that defines the policies, and click View/Edit.
  4. Click OK to close the Active Roles Policy dialog box.

NOTE: The Active Roles Policy dialog box lists all the Policy Objects that define the policy settings on the Managed Unit, regardless of whether a Policy Object was added on the Managed Unit itself or on a container that holds the Managed Unit. You can view a list of Policy Objects that were added directly on the Managed Unit: Click Advanced and then clear the Show inherited check box.

Only the Policy Objects that were added directly on the Managed Unit can be removed. However, even if the Remove button is unavailable, you can select the Blocked check box. In this way, you remove the effect of the Policy Object on the Managed Unit. At any time, you can restore the effect of the Policy Object on the Managed Unit by clearing the Blocked check box.

You can also use the advanced details pane to add, remove, block, or modify Policy Objects that define the policy settings on a Managed Unit: Select the Managed Unit, and then, on the Active Roles Policy tab in the advanced details pane, right-click a Policy Object or a blank area, and use commands on the shortcut menu. For information about the advanced details pane, Advanced pane earlier in this document.

Displaying members of a Managed Unit

Rule-based Administrative Views > Administering Managed Units > Displaying members of a Managed Unit

Members of a Managed Unit are objects that match the criteria specified in the membership rules for the Managed Unit.

To display the members of a Managed Unit, expand Configuration/Managed Units in the console tree, and then click a Managed Unit in the console tree. Members of the Managed Unit are displayed in the details pane.

For each Managed Unit, it is possible to preset an individual set of columns to display in the details pane. This allows you to customize administrative views on a per-Managed Unit basis.

To preset columns in the details pane for a given Managed Unit, right-click the Managed Unit, click Properties, and go to the Default Columns tab. The tab is similar to the following figure.

Figure 10: Managed Unit - Preset columns

You can add a column to display by double-clicking its name in the Available columns list. To add columns to the Available Columns list, click Choose Columns. In the Choose Columns dialog box, you can select columns and, if necessary, modify the names to be displayed in column headings.

Double-clicking a column name in Available Columns adds the name to the Displayed Columns list. Click OK. The new column is displayed in the details pane after refreshing the view. Right-click Managed Units in the console tree and click Refresh; then, select the Managed Unit in the console tree: the new column appears in the details pane.

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