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Active Roles 7.4.5 - 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 Home Folder AutoProvisioning Script Execution Office 365 and Azure Tenant Selection 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 AD, Office 365, and Exchange Online management
Configuring Active Roles 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 cloud-only Azure users Managing cloud-only Azure guest users Managing cloud-only Azure contacts Changes to Active Roles policies for cloud-only Azure objects
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 Federated Authentication Appendix F: Active Roles integration with other One Identity and Quest products Appendix G: Active Roles integration with Duo MFA Appendix H: Active Roles integration with Okta MFA

Understanding workflow

Active Roles provides a rich workflow system for directory data management automation and integration. Based on Microsoft’s Windows Workflow Foundation technology, this workflow system enables IT to define, automate, and enforce management rules quickly and easily. Workflows extend the capabilities of Active Roles by delivering a framework that combines versatile management rules such as provisioning and de-provisioning of identity information in the directory, enforcement of policy rules on changes to identity data, routing data changes for approval, email notifications of particular events and conditions, as well as the ability to implement custom actions using script technologies such as Microsoft Windows PowerShell or VBScript.

Suppose you need to provision user accounts based on data from external systems. The data is retrieved and then conveyed to the directory by using feed services that work in conjunction with Active Roles. A workflow can be created to coordinate the operations in account provisioning. For example, different rules can be applied for creating or updating accounts held in different containers.

Workflows may also include approval rules that require certain changes to be authorized by designated persons (approvers). When designing an approval workflow, the administrator specifies which kind of operation causes the workflow to start, and adds approval rules to the workflow. The approval rules determine who is authorized to approve the operation, the required sequence of approvals, and who needs to be notified of approval tasks or decisions.

By delivering email notifications, workflows extend the reach of management process automation throughout the enterprise. Notification activities in a workflow notify people via email about events, conditions, or tasks awaiting their attention. For example, approval rules can notify of change requests pending approval, or separate notification rules can be applied to inform about data changes in the directory. Notification messages include all necessary supporting information, and provide hyperlinks allowing message recipients to take actions using a standard Web browser.

Key features and definitions

This section summarizes some important concepts that apply to designing and implementing workflows in Active Roles.



A workflow is a model describing a process that consists of steps or activities. Workflows describe the order of execution and relationships between activities required to perform particular operations. In Active Roles, workflows provide a way to customize operations of provisioning and overall administration of directory data. Thus, workflows can be used to add approvals to user provisioning processes or integrate user provisioning processes with external systems.

Workflow definition

Workflow definition is a representation of the workflow structure. The definition of a workflow is stored as a single object in the Active Roles configuration data store, and can be structured as an XML document defining the workflow start conditions, the activities, the parameters for the activities, and the order in which the activities should run.

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