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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
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

Steps for excluding an object from policy scope

The objects on which a given Policy Object has effect are collectively referred to as the policy scope of the Policy Object. When applying a Policy Object, you add objects to the policy scope. You can use the following instructions to exclude certain objects from the policy scope of a Policy Object, in order to remove the effect of the Policy Object on those objects.

To exclude an object from the policy scope of a Policy Object

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


    • 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, select the Blocked check box next to the name of the Policy Object.
  3. Click OK to close the Active Roles Policy dialog box.


  • You can restore the effect of the Policy Object on the object that was excluded from the policy scope: In the Active Roles Policy dialog box for that object, clear the Blocked check box next to the name of the Policy Object.
  • Excluding an object from the policy scope creates a Policy Object link on that object, the link being flagged Exclude Explicitly. Restoring the effect of the Policy Object causes that link to be removed. For instructions on how to manage Policy Object links, see Steps for managing Policy Object links earlier in this document.

Copying a Policy Object

With the Active Roles console, you can create copies of Policy Objects. This feature helps you re-use existing Policy Objects.

To create a copy of a Policy Object, right-click the Policy Object, and click Copy. This opens the Copy Object wizard. Type a name and description for the copy, and then click Next.

On the next page, the wizard displays a list of policies. The list includes all policies defined in the original Policy Object. Click Finish to create the copy.

The copy has the same properties as the original Policy Object, including the policies and their configurations. You can make changes to the copy using the Properties dialog box, as described earlier in this chapter (see Adding, modifying, or removing policies).

Steps for copying a Policy Object

To copy 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 copy.
  2. In the details pane, right-click the Policy Object, and then click Copy to start the Copy Object - Policy Object wizard.
  3. On the first page of the wizard, do the following, and then click Next:
    1. In the Name box, type a name for the new Policy Object.
    2. In the Description box, type any optional information about the new Policy Object.
  4. Click Finish to complete the creation of the new Policy Object.

NOTE: The copy of a Policy Object contains the same policies as the original Policy Object. You can view or modify policies by using the Properties dialog box for the newly created Policy Object. To have the console display the Properties dialog box, select Display the object properties when this wizard closes on the completion page of the Copy Object - Policy Object wizard. For instructions on how to add, modify, and remove policies from a Policy Object, see Adding, modifying, or removing policies earlier in this document.

Renaming a Policy Object

To rename a Policy Object, right-click the Policy Object, and click Rename. Type the new name, and then press ENTER. Renaming a Policy Object does not affect its links. This is because Policy Objects are referenced by immutable identifier rather than by name.

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