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Active Roles 7.2.1 - Evaluator Guide

Introduction Test lab setup Managing users and groups Delegating administration Using Managed Units Using Active Roles policies Managing Exchange recipients Managing permissions in Active Directory Using dynamic groups Delegating computer resource management Using audit trail and reporting Using Active Roes replication Customizing the Web Interface

Run Setup

Setup installs binaries and configures registry settings for Active Roles.

To run Setup

  1. Log on with a user account that meets the requirements listed in Setup user account.
  2. Navigate to the location of the Active Roles distribution package, and start the Setup wizard by double-clicking Setup.exe.
  3. In the Setup wizard, review the Introduction page, and click Next.
  4. On the License Terms page, review the Active Roles license agreement, select the option indicating that you accept the terms in the license agreement, and then click Next.
  5. On the Component Selection page, verify that the Administration Service, Web Interface, and Console components are selected, and click Next.
  6. On the Ready to Install page, click Install to begin installation.
  7. On the Completion page, verify that the I want to perform configuration check box is selected, and click Finish.

Setup will start Active Roles Configuration Center, allowing you to configure your Active Roles installation (see Run Active Roles Configuration Center).

Run Active Roles Configuration Center

Test lab setup > Installing and configuring Active Roles > Run Active Roles Configuration Center

Run Active Roles Configuration Center

After you complete Active Roles Setup, run Active Roles Configuration Center to create and configure the Active Roles database, Administration Service, and Web Interface.

To run Active Roles Configuration Center

  1. In the Active Roles Setup wizard (see Run Setup), select the I want to perform configuration check box on the Completion page and click Finish to start Active Roles Configuration Center.

    You can also start Configuration Center by selecting Active Roles 7.2 Configuration Center on the Apps page or Start menu, depending upon the version of your Windows operating system.

  1. In the Active Roles Configuration Center main window, under Administration Service, click Configure.

    This starts the wizard that will create and configure the Active Roles database and Administration Service.

  1. On the Service Account page, verify that the Logon name field displays the name of your Setup user account, type the password of that user account in the Password field, and then click Next.
  2. On the Active Roles Admin page, verify that the Name field reads BUILTIN\Administrators (which identifies the Administrators group of the computer on which you are configuring Active Roles), and then click Next.
  3. On the Database Options page, verify that the New Active Roles database option is selected and the Use a pre-created blank database check box is cleared, and then click Next.
  4. On the Connection to Database page:
    1. In the SQL Server field, specify the name of your SQL Server Express instance, such as <computername>\SQLEXPRESS where <computername> stands for the short name of the computer on which you are configuring Active Roles.
    2. Verify that the Windows authentication option is selected.
    3. Click Next.
  5. On the Ready to Configure page, click Configure.
  6. Wait for the wizard to complete the operation.
  7. On the Completion page, click Finish to close the wizard.
  8. In the Active Roles Configuration Center main window, under Web Interface, click Configure.

    This starts the wizard that will create and configure the default Web Interface sites.

  1. On the Administration Service page, select the Administration Service on the computer running the Web Interface option, and then click Configure.
  2. Wait for the wizard to complete the operation.
  3. On the Completion page, click Finish to close the wizard.

Installing the reporting components

Test lab setup > Installing the reporting components

You can install reporting components from the Active Roles distribution package. For the purposes of this evaluation, install the Active Roles Collector on the computer where you have installed Active Roles and then use the Collector wizard to deploy the Report Pack.

To install the Collector

  • In the Active Roles distribution package, navigate to the Solutions/Collector and Report Pack folder, double-click the .msi file held in that folder, and follow the instructions in the Setup wizard to install Collector.

Once you have installed the Collector, you can start the Collector wizard by selecting Active Roles Active Roles Collector and Report Pack on the Apps page or Start menu, depending upon the version of your Windows operating system.

Report Pack requires Microsoft SQL Server Reporting Services (SSRS). Make sure that you have SSRS deployed in your environment. When deploying Report Pack, the Collector wizard prompts you for the address (URL) of the Report Server Web service. You can find this address on the Web Service URL page in the Reporting Services Configuration Manager tool on the server where SSRS is installed.

To deploy the Report Pack

  1. Start the Collector wizard by selecting Active Roles Active Roles Collector and Report Pack on the Apps page or Start menu, depending upon the version of your Windows operating system.
  2. On the Select Task page, click Deploy reports to Report Server, and then click Next.
  3. On the Report Server page, type the URL of your SSRS Report Server in the Report Server Web Service URL box. Click Next.

    By default, the URL is http://<ComputerName>/reportserver where <ComputerName> stands for the name of the computer on which SSRS is installed.

  1. On the Data Source page, click Next.
  2. Wait while the wizard deploys the Report Pack.

Connecting to Administration Service

Test lab setup > Connecting to Administration Service

The next step is to start the Active Roles console (MMC Interface) and have the console connect to the Administration Service.

To start the Active Roles console

  • Depending upon the version of your Windows operating system, click Active Roles 7.2 Console on the Apps page or select All Programs | Active Roles Active Roles 7.2 | Active Roles 7.2 Console from the Start menu.

Normally, the Active Roles console automatically connects to the appropriate Administration Service. Optionally, you can select a different Administration Service to connect to.

To select Administration Service

  1. Right-click the console tree root, and then click Connect.
  2. In the Connect to Administration Service dialog box, type or select the name of the computer running the Administration Service. Click OK.
  3. Wait while the console establishes a connection to the Administration Service.

Once the connection is established, the name of the Administration Service computer is displayed in the brackets next to the console tree root.

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