To convert a basic group to a dynamic group, right-click the group, and then click Convert to Dynamic Group to start the New Membership Rule wizard. The first page of the wizard looks as shown in the following figure.
Figure 113: Convert to dynamic group
On the first page of the wizard, you can select the type of the membership rule you want to configure. The text under Membership rule description explains which membership rules can be created using the rule type you select.
The Include Explicitly membership rule allows you to select objects to be statically added to the group. Active Roles ensures that the selected objects are included in the group regardless of whether they are renamed, moved to another container, or have any properties changed. With the Include Explicitly rule type the dynamic group behaves like a basic group.
The Include by Query membership rule allows you to define criteria the objects must match to be included in the group. Active Roles dynamically populates the group membership list with the objects that have certain properties. When an object is created, or when its properties are changed, Active Roles adds it to, or removes it from, the group depending on whether the object’s properties match the defined criteria.
The Include Group Members membership rule allows you to select the groups which members you want to include in the dynamic group. Active Roles dynamically populates the group membership list with the objects that belong to the selected groups. When an object is added or removed from the selected groups, Active Roles adds or removes that object from the dynamic group.
The Exclude Explicitly membership rule allows you to select objects to be statically excluded from the group. Active Roles ensures that the selected objects are excluded from the group membership list regardless of whether they are renamed, moved, or have any properties changed. Because the Exclude Explicitly rule takes precedence over all other types of rule, the selected objects will be excluded from the group even if another rule states that they should be included.
The Exclude by Query membership rule allows you to define criteria the objects must match to be excluded from the group. Active Roles ensures that the objects with certain properties are excluded from the group membership list. Active Roles automatically removes objects from the group depending on whether the objects’ properties match the defined criteria.
The Exclude Group Members membership rule allows you to select groups whose members will be excluded from the given group. Active Roles ensures that the members of the selected groups are removed from the group membership list. When an object is added to any one of the selected groups, Active Roles automatically removes that object from the dynamic group.
On the first page of the wizard, select a rule type, and then click Next. On the next page of the wizard, click Add to configure the membership rule.
If you have selected the Include Explicitly or Exclude Explicitly rule type, you are presented with the Select Objects dialog box that lists users, groups, contacts, and computers. Select the objects you want to include or exclude from the dynamic group, click Add, and then click OK.
If you have selected the Include Group Members or Exclude Group Members rule type, the Select Objects dialog box appears. The list of objects in that dialog box consists of groups. Select groups, click Add, and then click OK. All members of the selected groups will be included or excluded from the dynamic group.
If you have selected the Include by Query or Exclude by Query rule type, the Create Membership Rule dialog box, similar to the Find dialog box, is displayed. In that dialog box, define the criteria that objects must match to be included or excluded from the dynamic group.
Click Finish to complete the New Membership Rule wizard.
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NOTE: After you have created a dynamic group with the first rule added to the group, you can add additional rules by managing properties of the group. |
If you add several membership rules and some of them conflict with each other, then the conflict is resolved by a rule that defines the following order of precedence:
According to this, for example, the Exclude Explicitly rule takes precedence over all other types of rule. Therefore, the selected objects will be excluded from the dynamic group even if another rule states that they should be included (for example, the objects that match the criteria defined in the Include by Query membership rule, or members of a group selected in the Include Group Members rule).
For a dynamic group, the Membership Rules tab is added to the Properties dialog box. This tab displays a list of membership rules defined for the group, and allows you to add, remove, and edit the rules.
The Members tab for a dynamic group displays a list of objects that match the criteria specified in the membership rules. On that tab, you cannot add or remove members as you can for a basic group. To add or remove particular members from a dynamic group, you might add an appropriate Include Explicitly or Exclude Explicitly membership rule.
To add a membership rule to a dynamic group, right-click the dynamic group, and then click Add Membership Rule. This starts the New Membership Rule wizard. Complete the wizard as described in Converting a basic group to a dynamic group earlier in this chapter. To add a membership rule to a dynamic group, you can also use the Membership Rules tab in the Properties dialog box.
To add a membership rule to a group
If you selected the Include by Query rule type or the Exclude by Query rule type in Step 3, the Create Membership Rule dialog box appears. Otherwise, the Select Objects dialog box appears.
To complete the Create Membership Rule dialog box
To add folders to the In list, click Browse and select folders in the Browse for Container dialog box.
To complete the Select Objects dialog box
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NOTE:
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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.
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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
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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. |
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