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Active Roles 7.5.2 - 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 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
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 AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Office 365 Groups Managing Azure Security 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 room mailboxes
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 Appendix H: Active Roles integration with Okta

Step 1: Configuring the Policy Object

Step 1: Configuring the Policy Object

You can configure the Policy Object you need by modifying the Policy Object that implements the previous scenario; see Scenario 1: Using uniqueness number earlier in this section.

Display the Properties dialog box for that Policy Object and go to the Policies tab. Then, select the policy from the list, and click View/Edit to display the User Logon Name Generation Policy Properties dialog box.

The Generation Rules tab in the User Logon Name Generation Policy Properties dialog box looks similar to the User Logon Name (pre-Windows 2000) Generation Rules page in the wizard you used to configure the policy. You can use that tab to add or modify policy rules.

First, modify the rule to remove the uniqueness number entry. On the Generation Rules tab, select the rule and click View/Edit to display the Configure Value dialog box. Then, select the uniqueness number entry as shown in the following figure, and click Remove.

Figure 47: Configure Value

Click OK to close the Configure Value dialog box.

Next, configure the additional policy rules as follows.

  1. On the Generation Rules tab, click Add to display the Configure Value dialog box.
  2. In the Configure Value dialog box, click Add to display the Add Entry window.
  3. Configure the entry to include the first two character of the user first name:
    1. Under Entry type, click User Property.
    2. Under Entry properties, click Select.
    3. In the Select Object Property window, click First Name in the Object property list, and then click OK.
    4. Under Entry properties, click The first, and enter 2 in the box next to that option.
    5. Click OK to close the Add Entry window.
  4. In the Configure Value dialog box, click Add to display the Add Entry window.
  5. Configure the entry to include the user last name:
    1. Under Entry type, click User Property.
    2. Under Entry properties, click Select.
    3. In the Select Object Property window, click Last Name in the Object property list, and then click OK.
    4. Click OK to close the Add Entry window.
  6. Click OK to close the Configure Value dialog box.
  7. Repeat Steps 1 through 6 with the following alteration:

    In Step 3, sub-step d), enter 3 in the box next to the The first option.

After you complete these steps, the list of rules on the Generation Rules tab should look as follows:

Figure 48: Generation rules

Click OK to close the User Logon Name Generation Policy Properties dialog box.

Step 2: Applying the Policy Object

Step 2: Applying the Policy Object

You can apply the Policy Object by using the Scope tab in the Properties dialog box for that Policy Object:

  1. On the Scope tab, click the Scope button to display the Active Roles Policy Scope window for the Policy Object you are managing.
  2. Click Add and select the domain, OU, or Managed Unit where you want to apply the policy.

    You can also use the Remove button to remove items where you want the policy to no longer be applied.

  1. Click OK to close the Active Roles Policy Scope window.
  2. Click OK to close the Properties dialog box for the Policy Object.

For more information on how to apply a Policy Object, see Applying Policy Objects and Managing policy scope earlier in this chapter.

Group Membership AutoProvisioning

Group Membership Autoprovisioning policies help you automate adding or removing the specified objects (such as user objects) to or from the specified groups.

In case of cloud-only Azure objects, you can use the Group Membership Autoprovisioning policy to automatically assign (or unassign) Azure users and Azure guest users to (or from) the specified O365 group(s) in the same Azure tenant.

NOTE: Policy Object settings specific to Azure cloud-only objects (such as cloud-only Azure users, guest users, or contacts) are available only if your Active Roles deployment is licensed for managing cloud-only Azure objects. Contact One Identity support for more information.

Also, Policy Objects specific to Azure cloud-only objects will work correctly only if an Azure tenant is already configured in the AD of the organization, and Active Roles is already set as a consented Azure application for that Azure tenant. For more information on these settings, see Configuring a new Azure tenant and consenting Active Roles as an Azure application.

To set up a policy, select the type of objects you want to provision, select the affected group(s), and then configure the policy rules. Once set up, the policy adds (or removes) directory objects to (or from) the selected groups depending on whether the provisioned objects meet the specified rules.

To help you get started with configuring policy-based administration in your organization, Active Roles includes a set of built-in Policy Objects that offer provisioning and deprovisioning rules to the most typical administrative use cases. To find the built-in Policy Objects, navigate to the following node of the Active Roles MMC console:

Configuration > Policies > Administration > Builtin

NOTE: Active Roles does not automatically check for changes in directory objects, containers or groups specified for provisioning in the configured Policy Objects. This means that if any changes are made in any directory resources in use in a policy, you must update the impacted policies manually. For example, if a directory group used by a Group Membership AutoProvisioning Policy Group is deleted, the Policy Group must be updated manually to reflect the changes.

How this policy works

A Group Membership AutoProvisioning policy performs provisioning tasks such as adding or removing users from groups. A policy can be configured to define a list of groups and conditions so that a user account is automatically added to, or removed from, those groups depending on whether the properties of the user account meet the policy conditions.

Active Roles automatically checks users against conditions, and adds or removes users from specified groups based on the check results. Although the capabilities of this policy are similar to those provided by Dynamic Groups, a Group Membership AutoProvisioning policy gives the administrator extra flexibility and control over group memberships.

Whereas the Dynamic Groups feature delivers a rules-based mechanism for managing a group membership list as a whole, a Group Membership AutoProvisioning policy allows the administrator to define membership rules on a per-user basis. This policy automates the process of adding particular users to particular groups without affecting the other members of those groups.

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