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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

Configuring a logon name generation rule

Configuring a logon name generation rule

To configure a generation rule, click the Add button beneath the Generation rules list. This displays the Configure Value dialog box, prompting you to set up a value for the ‘Logon Name’ must be condition.

To start configuring a value, click Add in the Configure Value dialog box. This displays the Add Entry window.

A value is a concatenation of one or more entries. In the Add Entry window, you can select the type of the entry to add, and then configure the entry. The following table summarizes the available types of entries.

Table 19: Types of entries

Type of Entry



Adds a text string to the value.

Uniqueness Number

Adds a numeric value the policy will increment in the event of a naming conflict.

User Property

Adds a selected property (or a part of a property) of the user account to which the policy will assign the logon name.

Parent OU Property

Adds a selected property (or a part of a property) of an organizational unit in the hierarchy of containers above the user account to which the policy will assign the logon name.

Parent Domain Property

Adds a selected property (or a part of a property) of the domain of the user account to which the policy will assign the logon name.

Instructions on how to configure an entry depend on the type of the entry. You can use the instructions outlined in the How to configure a Property Generation and Validation policy section earlier in this chapter to configure an entry of any of these types:

The following subsection elaborates on the Uniqueness Number entry.

Entry type: Uniqueness Number

Entry type: Uniqueness Number

When you select Uniqueness Number under Entry type in the Add Entry window, the Entry properties area looks similar to the following figure.

Figure 45: Entry Type: Uniqueness Number

Using this entry type, you can add an entry that represents a number the policy will increment in the event of a naming conflict.

First, you need to choose when you want the policy to employ this entry. You have the following options:

  • Add always  The value includes this entry regardless of whether or not the policy encounters a naming conflict when applying the generation rule.
  • Add if the property value is in use  The policy adds this entry to the value in the event of a naming conflict; otherwise the value does not include this entry.

Next, you can specify how you want the entry to be formatted:

  • To have the entry formatted as a variable-length string of digits, clear the Fixed-length number, with leading zeroes check box. In most cases, this will result in a single-digit entry.
  • To have the entry formatted as a fixed-length string of digits, select the Fixed-length number, with leading zeroes check box, and then specify the number of digits you want the string to include. This will result in an entry prefixed with the appropriate number of zeroes, such as 001, 002, 003, etc.

When you are done configuring an entry, click OK to close the Add Entry window. The entry is added to the Configure Value dialog box.

Steps for configuring a User Logon Name Generation policy

To configure a User Logon Name Generation policy

  1. On the Policy to Configure page, select User Logon Name Generation, and then click Next.
  2. On the User Logon Name (pre-Windows 2000) Generation Rules page, do the following, and then click Next:
    • Click Add, and complete the Configure Value dialog box by using the procedure outlined later in this topic, to create a name generation rule.
    • Select a rule and click Remove to delete the rule.
    • Select a rule and click View/Edit to modify the rule.
    • Select a rule and click Up or Down to move the rule higher or lower in the list, in order to give the rule a higher or lower priority, respectively.
    • Click Advanced to set some options that apply to all rules within the policy. Complete the Advanced dialog box by using the procedure outlined later in this topic.
      • If you want the logon name to be allowed for manual edit, select Allow manual edits of pre-Windows 2000 logon name. Then, do one of the following:
        • Click Always to authorize the operator who creates or updates the user account to modify the pre-Windows 2000 logon name.
        • Click Only if a unique name cannot be generated by this policy to allow manual changes only in the situation where a policy-generated name is already assigned to a different user account.
  3. On the Enforce Policy page, you can specify objects to which this Policy Object is to be applied:
    • Click Add, and use the Select Objects dialog box to locate and select the objects you want.
  4. Click Next, and then click Finish.

To complete the Configure Value dialog box

  1. Click Add.
  2. Configure an entry to include in the value (for instructions, see Steps for configuring entries).
  3. In the Configure Value dialog box, add more entries, delete or edit existing ones, and then click OK.

To complete the Advanced dialog box

  1. In Maximum length, in characters, set the maximum length of the generated name.
  2. Optionally, select Adjust the case of characters to configure case formatting:
    • Click All UPPERCASE to format the name as the uppercase string.
    • Click All lowercase to format the name as the lowercase string.
  3. Specify the scope in which you want the generated name to be unique:
    • Click Domain to make the name unique within the domain.
    • Click Forest to make the name unique within the forest.
    • Click All managed domains to make the name unique across all managed domains.
  4. Optionally, in the Restricted characters area, specify the characters you want the policy to remove from the generated name.

    The policy always removes the following characters: " @ * + | = \ : ; ? [ ] , < > /  To specify additional characters, type them one by one, without any separator character, in the provided text box.

Scenario 1: Using uniqueness number

The policy described in this scenario generates the pre-Windows 2000 user logon name in accordance with this rule: the first character of the user first name, optionally followed by a uniqueness number, followed by the user last name. The length of the policy-generated name is at most 8 characters. If the name is longer, trailing characters are truncated as needed. Examples of names generated by this policy are as follows:

  • JSmitson
  • J1Smitso
  • J2Smitso

The policy generates the name J1Smitso for the user John Smitson if the name JSmitson is in use. If both JSmitson and J1Smitso are in use, the policy generates the name J2Smitso, and so on.

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

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

As a result, when assigning a pre-Windows 2000 user logon name to a user account in the container you selected in Step 2, the Active Roles user interfaces provide a Generate button to create a name in accordance with the policy rule. In the event of a naming conflict, clicking the Generate button causes the policy to add a uniqueness number to the name.

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

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