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Active Roles 7.5.3 - 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
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


You can use Access Templates from the Configuration container to delegate management tasks on Active Roles configuration, such as:

  • Administer Managed Units, Policy Objects, or Access Templates
  • Configure replication (add or remove replication partners)
  • Add or remove managed domains

This container also includes templates governing access to individual properties of Managed Units, Policy Objects and Access Templates.


You can use Access Templates from the Exchange container to delegate the following administrative tasks on Exchange Server recipients:

  • Manage all recipient settings
  • Use Exchange Tasks Wizard
  • Manage e-mail addresses
  • Configure general message settings
  • Configure advanced message settings

This container also includes templates governing access to individual Exchange-related properties of users, groups, and contacts.


You can use Access Templates from the Starling container to delegate required permission to perform Starling operations.

User Interfaces

You can use Access Template from the User Interfaces container to delegate the control to users in the User Interfaces container under Server Configuration, to log in to the Active Roles MMC interface.

To examine an Access Template in detail

  1. Right-click the Access Template and click Properties.

    The Permissions tab in the Properties dialog box lists all permissions entries defined in the Access Template, and allows you to inspect each entry.

  2. Select an entry and click the View button.

NOTE: Active Roles does not allow predefined Access Templates to be modified or deleted. If you need to make changes to a predefined Access Template, you should create a copy of the Access Template and then modify the copy as needed. To create a copy, right-click the Access Template and click Copy.

To apply an Access Template by using the Delegation of Control wizard, right-click the Access Template, click Links, and then, in the Links window, click Add to start the wizard.

For more information, see Applying Access Templates later in this chapter.


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