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Active Roles 7.4.1 - 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 AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 License Management Office 365 Roles Management User Account Deprovisioning Office 365 Licenses Retention 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 One Identity Starling Management One Identity Starling Two-factor Authentication for Active Roles Managing One Identity Starling Connect Azure_Overview
Config ARS to Manage Hybrid AD Objects Managing Hybrid AD Users Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Azure O365 or Unified Groups
Managing Configuration of Active Roles
Connecting to the Administration Service Adding and removing managed domains Using unmanaged domains Evaluating product usage 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
SQL Server Replication Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Enabling delegation for Federated Authentication

Step 1: Creating the Managed Unit

The first step is to create the Sales Managed Unit. For information on how to create a Managed Unit, see Creating a Managed Unit earlier in this chapter.

Step 2: Adding users to the Managed Unit

When the Sales Managed Unit is prepared, add users from the Sales departments across the company.

Suppose that all users from the Sales departments (in both USA and Canada) have the Description property set to Sales.

Create a membership rule of the Include by Query type with the following parameters: from the Find list, select Users; in the Description box, type Sales. As a result, all users with the description Sales will be included in the Managed Unit.

For more information on how to create membership rules, see Adding or removing members from a Managed Unit earlier in this chapter.

Step 3: Preparing the Access Template

To define which rights the Trustee will get for the Sales Managed Unit, create a Sales Access Template, and add permissions to this Access Template.

For more information on how to create an Access Template, see Creating an Access Template later in this document.

Step 4: Applying the Access Template

To apply the Sales Access Template to the Sales Managed Unit, right-click the Sales Managed Unit and click Delegate Control. Then, click the Add button and follow the instructions in the Delegation of Control wizard.

On the Users or Groups page of the wizard, add the user or group to be designated as a Trustee.

On the Access Templates page of the wizard, select the Sales Access Template you prepared in Step 3.

For more information on how to apply an Access Template to a Managed Unit, see Applying Access Templates later in this document.

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