Chat now with support
Chat with Support

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

Adding Policy Objects to policy list for directory object

Rule-based AutoProvisioning and Deprovisioning > Policy Object management tasks > Applying Policy Objects > Adding Policy Objects to policy list for directory object

For a given directory object (container, user, group, and so on), a list of Policy Objects that affect the directory object is referred to as policy list. If the directory object is in the policy scope of a given Policy Object, the Policy Object is included in the policy list for that directory object.

The steps to add a Policy Object to the policy list for a directory object depend on whether it is a container or leaf object:

  • Right-click a Managed Unit or container and click Enforce Policy. Then, in the Active Roles Policy window, click the Add button.
  • Right-click a leaf object (user, group, or suchlike), click Properties, go to the Administration tab, and click the Policy button. Then, in the Active Roles Policy window, click the Add button.

If you use the advanced details pane (Advanced Details Pane is checked on the View menu), you can do this as follows, regardless of the type of the directory object:

  • Select the directory object, go to the Active Roles Policy tab in the details pane, right-click a blank area on the tab, and then click Add.

In all these cases, clicking Add displays the Select Policy Objects window where you can select Policy Objects to add. Select check boxes next to names of Policy Objects, as shown in the following figure, and then click OK.

Figure 28: Policy objects

Steps for applying a Policy Object

To apply a Policy Object

  1. In the console tree, under Configuration | Policies | Administration, locate and select the folder that contains the Policy Object you want to apply.
  2. In the details pane, right-click the Policy Object, and then click Policy Scope.
  3. In the Active Roles Policy Scope dialog box, click Add.
  4. Use the Select Objects dialog box to locate and select the container, Managed Unit, or a leaf object on which you want to specify policy settings by using the Policy Object.
  5. Click OK to close the Active Roles Policy Scope dialog box.

To specify policy settings on an object by using a Policy Object

  1. Open the Active Roles Policy dialog box for the object:
    • Right-click the object, and click Enforce Policy.

    OR

    • Right-click the object, and click Properties. Then, on the Administration tab in the Properties dialog box, click Policy.
  2. In the Active Roles Policy dialog box, click Add.
  3. Use the Select Policy Objects dialog box to locate and select the Policy Object to apply.
  4. To select a Policy Object, click the check box next to the name of the Policy Object. You can select multiple Policy Objects.
  5. Click OK to close the Active Roles Policy dialog box.

TIP: To apply a Policy Object, you can also use the Active Roles Policy Scope or Active Roles Policy tab in the advanced details pane: Right-click a blank area on the tab, and then click Add. To display the advanced details pane, check Advanced Details Pane on the View menu (see Advanced pane earlier in this document).

To view or modify inheritance options for a Policy Object on a container or Managed Unit

  1. Open the Active Roles Policy Scope dialog box for the Policy Object: Right-click the Policy Object, and then click Policy Scope.
  2. In the Active Roles Policy Scope dialog box, select the container or Managed Unit to which the Policy Object is applied and on which you want to examine inheritance options, and then click View/Edit.
  3. On the General tab, view or modify the selection of these options, which specifies the scope where the Policy Object determines policy settings:
    • This directory object  The scope includes the container or Managed Unit you have selected (this option does not cause the scope to include any child objects or members of the container or Managed Unit).
    • Child objects of this directory object  The scope includes all the child objects (or members, as applied to a Managed Unit) in the entire hierarchy under the container or Managed Unit you have selected.
    • Immediate child objects only  The scope includes only the child objects (or members, as applied to a Managed Unit) of which the container or Managed Unit that you have selected is the direct ancestor.

Managing policy scope

When applying a Policy Object to a directory object, Active Roles creates a Policy Object link. Thus, policies are put in force by linking Policy Objects to directory objects—Managed Units, directory folders (containers), or individual (leaf) objects.

Each Policy Object link includes the following information:

  • Policy Object that defines the policies
  • Directory object that is the target of the link
  • Flag — Include or Exclude — that specifies whether the directory object is included or excluded from the policy scope

You can display a list of Policy Object links starting from one of the following points:

  • Policy Object  Right-click a Policy Object and click Policy Scope.

    This displays the links in which the Policy Object occurs.

  • Directory object  First, open a window that lists the Policy Objects that affect this directory object:
    • For a container object or Managed Unit, right-click the object or Unit and click Enforce Policy.
    • For a leaf object, right-click the object, click Properties, go to the Administration tab, and click Policy.

    Next, in the window that opens, click the Advanced button.

    This displays the links in which the directory object occurs as the target object.

Another way to see a list of Policy Object links is the use of the advanced details pane. Ensure that Advanced Details Pane is checked on the View menu, and then do one of the following:

  • Select a Policy Object.

    The Active Roles Policy Scope tab lists the links in which the Policy Object occurs.

  • Select a directory object (Managed Unit, container, or leaf object), right-click a blank area on the Active Roles Policy tab, and click Advanced View.

    This displays the links in which the directory object occurs as the target object.

When you display a list of Policy Object links for a directory object, the list appears in a separate window. Each entry in the list includes the following information:

  • Policy Object  Name of the Policy Object.
  • Directory Object  Canonical name of the object to which the Policy Object is linked, that is, the target object of the link.
  • Include/Exclude  Flag that determines the behavior of the link:
    • Include Explicitly means the link puts the target object within the policy scope, that is, the policies defined in the Policy Object control the target object.
    • Exclude Explicitly means the link puts the target object out of the policy scope, that is, the policies defined in the Policy Object do not control the target object.

The flag Exclude takes precedence over the flag Include. If there are two links with the same Policy Object, one of which is flagged Include while another one is flagged Exclude, the object is effectively excluded from the policy scope of the Policy Object.

The list of Policy Object links displays the links of these categories:

  • Direct links  Policy Object is applied (linked) directly to the object you have selected.
  • Inherited links  Policy Object is applied (linked) to a container in the hierarchy of containers above the object you have selected, or to a Managed Unit to which the selected object belongs.

The links inherited from parent objects can be filtered out of the list. To do this, clear the Show inherited check box.

To manage links, you can use the buttons beneath the list:

  • Add  Displays the dialog box where you can select Policy Objects, creating the links to the Policy Objects you select.
  • Remove  Deletes the selected entries from the list of links. Available for direct links only.
  • View/Edit  Displays the dialog box to view or modify link properties, such as whether the link affects the child objects of the link target object. Available for only those links that are flagged Include.
  • Exclude  Shows up for links flagged Include. Available on direct links only. Changes the flag to Exclude.
  • Include  Shows up for links flagged Exclude. Available on direct links only. Changes the flag to Include.

TIP: The Remove button is only available on direct links. When you need to delete links, it is advisable to manage them using the Policy Scope command on the Policy Object.

To simplify the management of policy effect on directory objects, the Active Roles console allows you to manage policy scope without directly managing links to Policy Objects. For a directory object, you can view and modify its policy list—a list of Policy Objects that control (affect) the directory object—instead of having to sort through direct and inherited links.

Given a directory object, you can display its policy list as follows:

  • For a container or a Managed Unit, right-click it and click Enforce Policy.
  • For a leaf object (user, group, or suchlike), right-click it, click Properties, go to the Administration tab, and click Policy.

Each entry in the policy list includes the following information:

  • Policy Object  The name of the Policy Object. The Policy Object controls this directory object due to a direct link or inherited links.
  • Block Inheritance  Indicates whether policy effect is blocked on this directory object. If the Blocked check box is selected, the Policy Object link flagged Exclude is created for this directory object.

You can manage the policy list using the buttons beneath the list:

  • Add  Displays the dialog box where you can select Policy Objects, putting the directory object under the control of the Policy Objects you select.
  • Remove  If you select a Policy Object from the policy list and click Remove, the direct link of the Policy Object to this object is deleted.

If the Policy Object is in the list due to an inherited link, the Remove button is unavailable. Moreover, if there are both the direct link and an inherited link to the Policy Object, clicking Remove deletes the direct link but does not remove the Policy Object from the policy list. In this case, the Policy Object remains in the list because the policies are still applied due to inheritance.

If you need to remove the directory object from the policy scope of a given Policy Object, select the Blocked check box in the Block Inheritance column. This adds the Policy Object link flagged Exclude for the directory object.

  • View/Edit  Displays the Properties dialog box for the Policy Object you select from the list. You can use the Properties dialog box to manage policies in the Policy Object and gain access to the list of all links where this Policy Object occurs.
  • Advanced  Opens the window with the list of Policy Object links for this directory object, discussed earlier in this section.

You can also access the policy list from the advanced details pane. The list is displayed on the Active Roles Policy tab when you select a directory object.

On the Active Roles Policy tab, you can perform the same management tasks as in the Active Roles Policy window: right-click a list entry or a blank area and use commands on the shortcut menu. The commands act in the same way as the buttons in the Active Roles Policy window.

Given a Policy Object, you can also manage its policy scope by using a list of directory objects to which the Policy Object is applied (linked). The list can be displayed in a separate window or on a tab in the advanced details pane:

  • To display the list in a window, right-click the Policy Object and click Policy Scope.
  • To display the list on a tab, ensure that Advanced Details Pane is checked on the View menu and select the Policy Object.

The list displays all links of the Policy Object. Each entry in the list includes the following information:

  • Name  Canonical name of the directory object to which the Policy Object is linked, that is, the target object of the link.
  • Include/Exclude  Flag that determines the behavior of the link:
    • Include Explicitly means the link puts the target object within the policy scope, that is, the policies defined in the Policy Object control the target object.
    • Exclude Explicitly means the link puts the target object out of the policy scope, that is, the policies defined in the Policy Object do not control the target object.

    The flag Exclude takes precedence over the flag Include. If there are two links with the same target object, one of which is flagged Include while another one is flagged Exclude, the target object is effectively excluded from the policy scope of the Policy Object.

To manage the list in the Active Roles Policy Scope window, you can use the buttons beneath the list: Add, Remove, View/Edit, and Include or Exclude. The buttons perform basically the same functions as those described earlier in this section, when discussing the management tasks related to Policy Object links. To manage the list in the Active Roles Policy Scope tab, you can use the command on the shortcut menu: right-click a link or a blank area to access the menu. The menu includes the following commands:

  • Add  Appears when you right-click a blank area. Performs the same action as the Add button. Opens the Select Objects dialog box where you can select containers or Managed Units to which you want to link the Policy Object (see also Applying Policy Objects).
  • Delete  Appears when you right-click a link. Performs the same action as the Remove button. Deletes the link you select from the list.
  • Exclude  Appears when you right-click a link flagged Include. Performs the same action as the Exclude button. Changes the flag on the link you select.
  • Include  Appears when you right-click a link flagged Exclude. Performs the same action as the Include button. Changes the flag on the link you select.
  • Refresh  Updates the list with the current information.

Steps for managing Policy Object links

When you apply a Policy Object (see Applying Policy Objects earlier in this document), Active Roles creates an object, referred to as a Policy Object link, that stores information about the Policy Object and about the directory object on which the Policy Object is applied. Basically, the management of policy settings in Active Roles comes to the management of Policy Objects and Policy Object links. This topic provides some instructions you can use to view or modify Policy Object links.

To view or modify Policy Object links in which a given Policy Object occurs

  1. Right-click the Policy Object, and click Policy Scope.
  2. In the Active Roles Policy Scope dialog box, do the following:
    • To create a new link, click Add, and then use the Select Objects dialog box to locate and select the object to which you want to link the Policy Object.
    • To delete a link, select it from the list and click Remove.
    • To view or modify the properties of a link, such as the inheritance options, select the link from the list and click View/Edit. (For information about inheritance options, see Steps for applying a Policy Object earlier in this document.)
    • To specify whether a link removes or puts the effect of the Policy Object on the object to which the Policy Object is linked, select the link and click Exclude or Include, respectively.

To view or modify a list of the Policy Objects on a given object

  1. Open the Active Roles Policy dialog box for the object:
    • Right-click the object, and click Enforce Policy.
    OR
    • Right-click the object, and click Properties. Then, on the Administration tab in the Properties dialog box, click Policy.

    The Active Roles Policy dialog box for a given object lists all the Policy Objects that determine the policy settings on that object. Use the following instructions to modify the list, if necessary.

  1. In the Active Roles Policy dialog box, do the following:
    • To define additional policy settings on the object, click Add, and then select one or more Policy Objects that determine the policy settings.
    • To remove the effect of a certain Policy Object on the object you are administering, select the Blocked check box next to the name of the Policy Object. Clear the check box if you want the Policy Object to have an effect on the object.
    • To delete a Policy Object link on the object, select the Policy Object and click Remove. (This operation can be performed if the Policy Object is linked to the object itself rather than to a container or Managed Unit that holds the object.)
    • To view or modify policies in a Policy Object, select the Policy Object and click View/Edit. (For further instructions, see Steps for modifying policies in a Policy Object earlier in this document.)
    • To display a list of the Policy Object links that determine the policy settings on the object, click Advanced. Use the following instructions to administer the list, if necessary.

To view or modify Policy Object links that determine the policy settings on a given object

  1. In the Active Roles Policy dialog box, click Advanced.
  2. In the Active Roles Policy - Advanced View dialog box, do the following:
    • To create a new link, click Add, and then select the Policy Object you want.
    • To delete a link, select it from the list and click Remove. (This operation can be performed if the Policy Object is linked to the object itself rather than to a container or Managed Unit that holds the object.)
    • To view or modify the properties of a link, such as the inheritance options, select the link from the list and click View/Edit.
    • To specify whether a link removes or puts the effect of the Policy Object on the object you are administering, select the link and click Exclude or Include, respectively.

NOTE:

  • By default, the Active Roles Policy - Advanced View dialog box for an object lists all the links that determine the policy settings on the object, regardless of whether a link was created on the object itself or on a container or Managed Unit that holds the object. To change the display of the list, clear the Show inherited check box.
  • Clicking View/Edit in the Active Roles Policy - Advanced View or Active Roles Policy Scope dialog box displays the Properties dialog box for the selected link. From the Properties dialog box, you can access the properties of both the directory object and Policy Object that are covered by the link, and view or modify the inheritance options for the link (see Steps for applying a Policy Object earlier in this document).
  • You can also manage Policy Object links on the Active Roles Policy Scope or Active Roles Policy tab in the advanced details pane, which allows you to perform the same tasks as the Active Roles Policy Scope or Active Roles Policy dialog box, respectively. Right-click a link or a blank area on the tab, and use command on the shortcut menu. The Active Roles Policy Scope tab is displayed when you select a Policy Object. Otherwise, the Active Roles Policy tab is displayed. To display the advanced details pane, check Advanced Details Pane on the View menu (see Advanced pane earlier in this document).
Related Documents