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Active Roles 7.2 - Administration 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
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

Setting up filter

Getting Started > Setting up filter

The Active Roles console makes it possible to apply a filter to display only the objects that match the filtering criteria. To apply a filter, select an Active Directory object or container and click the Filter button on the toolbar: . This displays the Filter Options dialog box where you can set up a filter. After you set up a filter, the filtering criteria immediately take effect on all lists of Active Directory objects in the Active Roles console.

Steps for sorting and filtering lists in the details pane

Getting Started > Setting up filter > Steps for sorting and filtering lists in the details pane

To sort objects in the details pane

  1. Click a column heading to sort by the contents of that column.
  2. Click the column heading again to switch between ascending and descending sort order.

To add or remove columns in the details pane

  1. On the View menu, click Choose Columns or Add/Remove Columns.
  2. Do the following, and then click OK:
    • To add a column, in Available columns, click the column you want to display, and then click Add.
    • To remove a column, in Displayed columns, click the column you want to hide, and then click Remove.
    • To re-order columns, click a column name in Displayed columns, and then click Move Up or Move Down to change the position of the column.

NOTE: In the advanced details pane, you can add or remove columns from a list in the upper sub-pane or in the lower sub-pane: click the list in the sub-pane you want to modify, and then follow the steps above.

Filter options help you search for particular objects in the details pane. You can view all objects or only objects of selected type, configure the number of items that can be displayed for each folder, or create custom filters using object attributes and LDAP queries.

To select view filter options

  1. On the View menu, click Filter Options.
  2. Do one of the following, and then click OK:
    • To view all objects, click Show all types of objects. With this option, the filter is turned off.
    • To view objects of certain types, click Show only the following types of objects, and select check boxes next to the types of objects you want to view.
    • To view objects that match custom filtering criteria, click Create custom filter. Then, Customize and configure your filtering criteria by using the instructions outlined in Steps for building a custom search.
  3. Optionally, in Maximum number of items displayed per folder, modify the maximum number of objects that can be displayed in the console. The default maximum number of objects displayed in the console is 2,000 objects.

Finding objects

Getting Started > Finding objects

In the Active Roles console you can search for objects of different types using the Find window. To access the Find window, right-click a container and click Find.

From the In list, you can select the container or Managed Unit you want to search. The list includes the container that you selected before activating the Find window. To add containers to the list, click Browse. From the Find list, you can select the type of the objects you want to find.

When you select an object type, the Find window changes accordingly. For example, Users, Contacts, and Groups searches for users, contacts, or groups using criteria such as user name, a note describing a contact, or the name of a group. In the Find list, Active Roles splits the Users, Contacts, and Groups category into three, providing the option for a more streamlined search.

By selecting Custom Search from the Find list, you can build custom search queries using advanced search options:

Using the Find window, you can search for any directory objects, such as users, groups, computers, Organizational Units, printers or shared folders. It is also possible to search for Active Roles configuration objects such as Access Templates, Managed Units, and Policy Objects. When you search for Access Templates, Policy Objects or Managed Units and select an appropriate object type from the Find list, the relevant container appears in the In list.

Once the search has completed, the objects matching the search criteria (search results) are listed at the bottom of the Find window. You can quickly find an object in the search results list by typing a few characters. This will select the first name that matches what you typed.

Once you have found the object, you can manage it by right-clicking the entry in the search results list, and then clicking commands on the shortcut menu.

Steps for searching for a user, contact, or group

Getting Started > Finding objects > Steps for searching for a user, contact, or group

To search for a user, contact, or group

  1. On the Action menu, click Find to display the Find window.
  2. In the Find box, click one of the following:
    • Users, Contacts, and Groups, to find users, groups, and contacts that match your search criteria.
    • Users, to find only users that match your search criteria.
    • Groups, to find only groups that match your search criteria.
    • Contacts, to find only contacts that match your search criteria.
  3. In the In box, select the domain, container or Managed Unit you want to search, or click Browse to locate a domain, container or Managed Unit.
  4. Type in a name, a description, or both:
    • In the Name box, type the name of the object you want to find.
    • In the Description box, type the description of the object you want to find.

You can search using partial search criteria. For example, B in the Name box will return all objects whose name begins with the letter B, such as Backup Operators.

  1. Click Find Now to start your search.


  • You can use the Advanced tab for more powerful search options. For details, see Steps for using advanced search options.
  • The found users, groups, or contacts are displayed at the bottom of the Find window.
  • You can manage found users, groups, or contacts directly from the list in the Find window: right-click a list item, and then use commands on the shortcut menu to perform management tasks.
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