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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
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

Removing a membership rule from a dynamic group

Dynamic Groups > Managing dynamic groups > Removing a membership rule from a dynamic group

To remove a membership rule from a dynamic group, open the Properties dialog box for the group. On the Membership Rules tab, select the membership rules you want to remove, and click Remove. When finished, click OK to close the Properties dialog box.

NOTE: Active Roles does not allow members to be removed from a dynamic group by directly managing the membership list of the group. To remove particular members, use Exclude Explicitly rules.

To remove a membership rule from a group

  1. In the console tree, locate and select the folder that contains the group from which you want to remove a membership rule.
  2. In the details pane, right-click the group and click Properties.
  3. On the Membership Rules tab, select the membership rule, and click Remove.

NOTE: The Properties dialog box includes the Membership Rules tab if the selected group is a dynamic group. If you do not see the Membership Rules tab, then the selected group is a basic group.

Converting a dynamic group to a basic group

Dynamic Groups > Managing dynamic groups > Converting a dynamic group to a basic group

When converting a dynamic group to a basic group, the membership rules only are removed from the group. The group membership list remains unchanged. To convert a dynamic group to a basic group, right-click the group, and then click Convert to Basic Group. In the confirmation message box, click Yes.

When a group is no longer dynamic, it becomes a basic group with the following characteristics:

  • The Membership Rules tab disappears from the Properties dialog box.
  • The Members tab allows you to add and remove members (the Add and Remove buttons appear on the Members tab).

Modifying, renaming, or deleting a dynamic group

Dynamic Groups > Managing dynamic groups > Modifying, renaming, or deleting a dynamic group

You can manage dynamic groups in the same way as you manage basic (regular) groups — rename, modify properties, assign a Trustee when delegating control, and delete. The instructions on how to perform such management tasks on a Dynamic Group are the same as for regular groups. For step-by-step instructions on how to manage groups, see the “Group Management Tasks” section in the Active Roles User Guide or Active Roles Help.

Scenario: Automatically moving users between groups

Dynamic Groups > Scenario: Automatically moving users between groups

This scenario removes a user from the Seattle group and adds the user to the Atlanta group when the user relocates to Atlanta from Seattle.

Suppose user accounts of employees working in Seattle belong to the Seattle group, and user accounts of those working in Atlanta belong to the Atlanta group. The group to which the user belongs is defined by the city attribute: employees working in Seattle have user accounts with the value Seattle for the City attribute. For those working in Atlanta, the value is Atlanta.

To implement this scenario, you must perform the following actions:

  1. Create the Seattle and Atlanta groups.
  2. Configure membership rules to add users with a city value of Seattle to the Seattle group, and those with Atlanta to the Atlanta group.

As a result, only user accounts that currently have a city value of Seattle belong to the Seattle group. Thus, when an employee leaves Seattle for Atlanta, an administrator changes the City attribute from Seattle to Atlanta, and the user automatically moves to the Atlanta group because of the membership rule. Conversely, when an employee leaves Atlanta for Seattle, the administrator changes the city attribute from Atlanta to Seattle, and the user automatically transfers to the Seattle group.

The following sections elaborate on the steps to implement this scenario.

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