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Active Roles 7.5 - 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 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 MFA Appendix H: Active Roles integration with Okta MFA

“Remove from group” activity

“Remove from group” activity is intended to remove a certain object, such as a user, computer or group, from particular groups in Active Directory. This activity has the following configuration options:

  • Activity target.  This option lets you specify the object you want the activity to remove from groups. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. See Activity target for further details.
  • Groups - Remove the object from all groups.  This options configures the activity to remove the object from all groups in Active Directory. Note that an object cannot be removed from the object’s primary group, so the activity will remove the object from all groups except the object’s primary group.
  • Groups - Remove the object from these groups.  This option lets you list the groups from which you want the activity to remove the object. You can specify a list of groups when you configure a “Remove from group” activity. For each of the groups in the list (with the exception of the object’s primary group), the activity will remove the object from that group. To add a group to the list, you can choose from the following options:
    • Fixed group in directory.  You can select the desired group in Active Directory when you configure a “Remove from group” activity. A unique identifier of the group is saved in the configuration of the activity. The activity will use that identifier to select the group when calculating the list of groups at workflow execution time.
    • Object from workflow data context.  The group will be selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a “Remove from group” activity, you can specify which group you want the activity to select at workflow execution time.
    • Object identified by DN-value rule expression.  The Distinguished Name (DN) of the group is specified by the string value of a certain rule expression. By using a rule expression you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure a “Remove from group” activity.

“Remove from group” activity also has a number of configuration settings that are common to CRUD activities:

  • Notification  Active Roles can notify via e-mail about whether or not the activity has encountered an error condition at run time.
  • Error handling  Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.
  • “Run as” options  Determines the user account under which to run the activity.
  • Additional settings  Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.

“Move” activity

“Move” activity is intended to move a certain object to a particular container in Active Directory. The activity has the following configuration options:

  • Activity target.  This option lets you specify the object you want the activity to move. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. See Activity target for further details.
  • Destination container.  You can specify the Organizational Unit (OU) or container to which you want the activity to move the object. The following options are available:
    • Fixed container in directory.  Move the object to the given OU or container. You can select the desired OU or container in Active Directory when you configure a Move activity.
    • Parent OU of workflow target object.  In case of a change workflow, move the object to the OU that holds the target object of the request that started the workflow.
    • Activity target object.  Move the object to the OU or container created or otherwise processed by another CRUD activity at the time of executing the workflow. You can select the desired CRUD activity from the workflow definition when you configure a Move activity.
    • Object identified by workflow parameter.  Move the object to the OU or container specified by the value of a certain parameter of the workflow. You can choose the desired parameter from the workflow definition when you configure a Move activity.
    • Object from workflow data context.  Move the object to the OU or container that will be selected by the Move activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Move activity, you can specify which OU or container you want the activity to select at workflow run time.
    • Object identified by DN-value rule expression.  Move the object to the OU or container whose Distinguished Name (DN) is specified by the string value of a certain rule expression. By using a rule expression you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure a Move activity.

“Move” activity also has a number of configuration settings that are common to CRUD activities:

  • Notification.  Active Roles can notify via e-mail about whether or not the activity has encountered an error condition at run time.
  • Error handling.  Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.
  • “Run as” options  Determines the user account under which to run the activity.
  • Additional settings  Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.

“Deprovision” activity

“Deprovision” activity is intended to apply the Active Roles deprovisioning policies to a particular user or group. This activity causes Active Roles to perform all the tasks prescribed by the deprovisioning policies, thereby deprovisioning the user or group.

The activity allows you to specify the user or group object you want the activity to deprovision. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. See Activity target for further details.

“Deprovision” activity also has a number of configuration settings that are common to CRUD activities:

  • Notification  Active Roles can notify via e-mail about whether or not the activity has encountered an error condition at run time.
  • Error handling  Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.
  • “Run as” options  Determines the user account under which to run the activity.
  • Additional settings  Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.

“Undo deprovision” activity

“Undo deprovision” activity is intended to restore a particular user or group that was deprovisioned by using Active Roles. The activity causes Active Roles to roll back the changes that were made to the user or group object by applying the Active Roles deprovisioning policies. As a result, the object reverts to the state it was in before the deprovisioning-related changes where made.

The activity allows you to specify the user or group object you want the activity to restore. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. See Activity target for further details.

“Undo deprovision” activity also has a number of configuration settings that are common to CRUD activities:

  • Notification.  Active Roles can notify via email about whether or not the activity has encountered an error condition at run time.
  • Error handling  Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.
  • “Run as” options  Determines the user account under which to run the activity.
  • Additional settings  Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.
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