Once a custom policy type has been deployed, an Active Roles administrator can add a policy of that type to a Policy Object. This is accomplished by selecting the policy type in the wizard that creates a new Policy Object or in the wizard that adds a policy to an existing Policy Object.
Which wizards to use, depends upon the policy type category:
To configure a policy of a custom policy type
For example, if the policy type is of the Provisioning category, you could use the New Provisioning Policy Object wizard opened by the New | Provisioning Policy command on a container under Configuration/Policies/Administration in the Active Roles console.
The Policy to Configure page lists the custom policy types together with the pre-defined Active Roles policy types. Each custom policy type is identified by the display name of the respective Policy Type object.
The custom policy types are organized in a tree-like structure that reflects the existing hierarchy of the Policy Type containers. For example, if a Policy Type container is created to hold a particular Policy Type object, the container also appears on the wizard page, so you may need to expand the container to view or select the policy type.
Parameters control the behavior of the policy. When Active Roles executes the policy, it passes the parameter values to the policy script. The actions performed by the script, and the results of those actions, depend upon the parameter values.
Clicking Edit displays a page where you can add, remove or select a value or values for the selected parameter. For each parameter, the policy script defines the name of the parameter and other characteristics, such as a description, a list of acceptable values, the default value, and whether a value is required. If a list of acceptable values is defined, then you can only select values from that list.
You can delete a Policy Type object when you no longer need to add policies of the type represented by that object.
Before you delete a Policy Type object, consider the following:
To delete a Policy Type object
Active Roles provides a rich workflow system for directory data management automation and integration. Based on Microsoft’s Windows Workflow Foundation technology, this workflow system enables IT to define, automate and enforce management rules quickly and easily. Workflows extend the capabilities of Active Roles by delivering a framework that enables combining versatile management rules such as provisioning and de-provisioning of identity information in the directory, enforcement of policy rules on changes to identity data, routing data changes for approval, e-mail notifications of particular events and conditions, as well as the ability to implement custom actions using script technologies such as Microsoft Windows PowerShell or VBScript.
Suppose you need to provision user accounts based on data from external systems. The data is retrieved and then conveyed to the directory by using feed services that work in conjunction with Active Roles. A workflow can be created to coordinate the operations in account provisioning. For example, different rules can be applied for creating or updating accounts held in different containers.
Workflows may also include approval rules that require certain changes to be authorized by designated persons (approvers). When designing an approval workflow, the administrator specifies which kind of operation causes the workflow to start, and adds approval rules to the workflow. The approval rules determine who is authorized to approve the operation, the required sequence of approvals, and who needs to be notified of approval tasks or decisions.
By delivering e-mail notifications, workflows extend the reach of management process automation throughout the enterprise. Notification activities in a workflow let people be notified via e-mail about events, conditions or tasks awaiting their attention. For example, approval rules can notify of change requests pending approval, or separate notification rules can be applied to inform about data changes in the directory. Notification messages include all necessary supporting information, and provide hyperlinks enabling message recipients to take actions using a standard Web browser.