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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

Importing activity types

You can import the exported Policy Type objects and containers, which will add them to a Policy Type container and allow you to configure and use custom activities defined by those Policy Type objects. All the data required to deploy the activity types is represented in an XML file. To see an example of the XML document that represents an activity type, export a Policy Type object and view the saved XML file.

To import the exported Policy Type objects and containers

  1. In the Active Roles console tree, under Configuration/Server Configuration/Policy Types, right-click the Policy Type container in which you want to import the exported Policy Type objects and containers.
  2. Click Import Policy Types, and then open the XML file you want to import.

This will create new Policy Type objects and containers in the selected container. In addition, new Script Modules will be created in the Configuration/Script Modules container and associated with the newly created Policy Type objects.

Configuring an activity of a custom type

Workflows > Activity extensions > Creating and managing custom activity types > Configuring an activity of a custom type

Once a custom activity type has been deployed, an Active Roles administrator can add an activity of that type to a workflow. This is accomplished by dragging the activity type onto the workflow process diagram in the Workflow Designer.

To configure a workflow activity of a custom type

  1. In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow to which you want to add an activity.

    This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.

  1. In the details pane, drag the activity type from the left panel onto the process diagram.

    The panel on the left of the workflow process diagram lists all the activity types defined in your Active Roles environment. The built-in activity types are listed in the Basic area, along with the custom activity types whose Policy Type objects are located directly in the Policy Types container. The other custom activity types are listed below the names of the containers that hold the corresponding Policy Type objects. The list includes only those containers that are located directly in the Policy Types container. The names of the intermediate containers are not shown.

  1. Right-click the name of the activity you have added on the process diagram, and then click Properties.
  2. On the Properties page, set parameter values for the activity: Click the name of a parameter in the list, and then click Edit.

    Parameters control the behavior of the activity. When Active Roles executes the activity, it passes the parameter values to the script function. The actions performed by the script function, 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 script being used by the activity defines the name of the parameter and other characteristics, such as a description, a list of possible values, the default value, and whether a value is required. If a list of possible values is defined, then you can only select values from that list.

  1. Click OK to close the Properties dialog box, and then click Save Changes in the Workflow Designer.

Deleting a Policy Type object

You can delete a Policy Type object when you no longer need to add activities of the type defined by that object.

Before you delete a Policy Type object, consider the following:

  • You can delete a Policy Type object only if no activities of the respective type exist in any workflow. Examine each workflow definition and remove the activities of that type, if any, from the workflow before deleting the Policy Type object.
  • Deleting a Policy Type object permanently deletes it from the Active Roles database. If you want to use this activity type again, you should export the Policy Type object to an XML file before deleting the object.
  • Deleting a Policy Type object does not delete the Script Module associated with that object. This is because the Script Module may be used by other activities. If the Script Module is no longer needed, it can be deleted separately.

To delete a Policy Type object

  • Right-click the Policy Type object in the Active Roles console and click Delete.



Temporal Group Memberships

Temporal Group Memberships
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