Active Roles 7.2 - Administration Guide

Steps for configuring a Group Membership AutoProvisioning policy

To configure a Group Membership AutoProvisioning policy

1. On the Policy to Configure page, select Group Membership AutoProvisioning, and then click Next.
2. Click Select to specify the type of object you want the policy to add or remove from groups. Complete the Select Object Type dialog box by using the procedure outlined later in this topic. Then, click Next.
3. On the Policy Conditions page, set up conditions that govern how the policy chooses objects to add to groups or remove from groups, and then click Next:
   1. Click Add to create a new condition. Complete the Set Up Condition dialog box by using the procedure outlined later in this topic.
   2. Select a condition and click Remove to delete the condition.
   3. Select a condition and click View/Edit to modify the condition.
4. On the Policy Action page, specify whether you want the policy to add or remove objects, by selecting the appropriate option, and then click Next.
5. On the Group Selection page, set up a list of groups you want the policy to add objects to or remove objects from:
   1. Click Add, and use the Select Objects dialog box to locate and select the groups you want.
6. On the Enforce Policy page, you can specify objects to which this Policy Object is to be applied:
   1. Click Add, and use the Select Objects dialog box to locate and select the objects you want.
7. Click Next, and then click Finish.

To complete the Select Object Type dialog box

1. From the Object types list, select the type of object you want the policy to add or remove from groups, and then click OK.

   If you do not see the object type you need, select Show all possible object types.

To complete the Set Up Condition dialog box

1. Click Property to select the property on which you want to set up the condition.
2. In Object property, click the property you want. Then, click OK.

   If you do not see the property you need, select Show all possible properties.

3. In Operation, click the operation for the condition.
4. In Value, type a variable to further define the condition. Then, click OK.

   OR

   Click Configure Value, and follow the steps below.

5. Click Add.
6. In the Add Entry dialog box, configure an entry (for instructions, see Steps for configuring entries) and click OK.
7. In the Configure Value dialog box, add more entries, delete or edit existing ones, and then click OK.

Scenario: Adding users to a specified group

The policy described in this scenario automatically adds user accounts to the specified groups depending on the Department property of user accounts. If the Department property of a user account is set to Sales, the policy adds the account to the Sales group.

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

1. Create and configure a Policy Object that defines the appropriate policy.
2. Apply the Policy Object to a domain, OU, or Managed Unit.

As a result, when a user account in the container you selected in Step 2 has the Department property set to Sales, Active Roles automatically adds that account in the Sales group.

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

Step 1: Creating and configuring the Policy Object

Step 1: Creating and configuring the Policy Object

You can create and configure the Policy Object you need by using the New Provisioning Policy Object wizard. For information about the wizard, see Creating a Policy Object in the Policy Object management tasks section earlier in this chapter.

To configure the policy, click Group Memberships AutoProvisioning on the Select Policy Type page of the wizard. Then, click Next.

On the Object Type Selection page, click Next to accept the default setting for the object type—User.

On the Policy Conditions page, click Add to display the Set Up Condition dialog box.

Configure the condition as follows:

1. Click the Property button; then, select the Department property and click OK.
2. In the Value box, type Sales.

After you complete these steps, the Set Up Condition dialog box looks as shown in the following figure.

Figure 55: Set up condition

Click OK to close the Set Up Condition dialog box.

On the Policy Conditions page, click Next.

On the Policy Action page, click Add object to groups if object satisfies policy conditions, and then click Next.

On the Group Selection page, click Add and use the Select Objects dialog box to locate the Sales group. After you add the Sales group to the list on the Group Selection page, click Next and follow the instructions in the wizard to create the Policy Object.

Step 2: Applying the Policy Object

Step 2: Applying the Policy Object

You can apply the Policy Object by using the Enforce Policy page in the New Provisioning Policy Object wizard, or you can complete the wizard and then use the Enforce Policy command on the domain, OU, or Managed Unit where you want to apply the policy.

For more information on how to apply a Policy Object, see Applying Policy Objects and Managing policy scope earlier in this chapter.