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Active Roles 7.6.2 - 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 Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users 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 distribution 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 cloud-only shared 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: Active Roles integration with other One Identity and Quest products Appendix F: Active Roles integration with Duo Appendix G: Active Roles integration with Okta

Name the Group Family

The first page following the Welcome page is used to provide a name for the new Group Family. The name is assigned to the group that stores the Group Family configuration data (configuration storage group).

You can also use this page to adjust the type and scope of the configuration storage group. These are set to Security and Global by default, and normally need not be modified.

Figure 108: Group Family name

Type in a Group Family name, and then click Next to continue.

Grouping Options

The next page provides a list of commonly used grouping criteria. Group Family creates groupings based on the properties you can select on this page or specify later.

Figure 109: Grouping options

You can choose one of these options:

  • Pre-configured grouping  Provides a list of commonly-used group-by properties, such as Department, Title, or Geographic Location. Select an entry from the list to specify the group-by properties. Later, on the Group-by Properties page, the wizard will allow you to view or modify the list of the group-by properties you have selected.
  • Custom grouping  Lets you proceed without selecting group-by properties at this stage. The wizard will prompt you to set up a list of group-by properties on the Group-by Properties page.

Location of managed objects

The next page prompts you to specify the directory containers that hold the objects to be managed by this Group Family. The scope of the Group Family can be limited to certain containers, thereby causing it to take effect on only the objects in those containers.

The page lists the containers to be included in the scope of the Group Family. Each entry in the list identifies a container by name, and provides the path to the container’s parent container.

To add a container to the list, click Add and select the container. This will cause the Group Family scope to include objects held in that container.

To remove containers from the list, select them and click Remove. This will cause the Group Family scope to no longer include the objects held in those containers.

To view of modify properties of a container, select it from the list and click Properties.

Selection of managed objects

The next page prompts you to specify the type of objects, such as User or Computer, to be managed by Group Family. In this way, the scope of the Group Family is limited to objects of a certain type. The scope can be further refined by applying a filter in order for the Group Family to manage only those objects that meet certain property-related conditions.

Figure 110: Selection of managed objects

You can select the type of objects you want the Group Family scope to include:

  • User  The Group Family scope only includes user accounts.
  • Group  The Group Family scope only includes groups. Note that with this option the Group Family creates groups and adds existing groups to the newly created groups.
  • Contact  The Group Family scope only includes contact objects.
  • Computer  The Group Family scope only includes computer accounts.
  • Other  The Group Family scope only includes the directory objects of the type you select. Click Specify and select an object type.

You have the option to further refine the Group Family scope by applying a filter. To do so, click Filter. This displays a window where you can view or modify filtering criteria. The label next to the Filter button provides a visual indication of whether any filtering criteria are specified.

In the Filter window, you can set up a list of filtering criteria, also referred to as conditions. Each condition specifies a property, operator and value, and evaluates to either TRUE or FALSE depending on the actual value of the property. For example, the following condition evaluates to TRUE for any object that has Description set to Full Time Employee:

Table 63: Filtering conditions

Property

Condition

Value

Description

Starts with

Full Time Employee

If any conditions are specified, a filter is applied so that the Group Family scope only includes the objects for which all conditions evaluate to TRUE.

With an empty list of conditions, the Group Family scope includes all objects of the specified type held in the specified containers. In other words, this results in no filtering being applied.

When you apply a filter, only the objects that meet the filter conditions are added to the controlled groups. By default, no filter is applied, which causes the controlled groups to include any objects of the specified type. You can configure a basic filter by selecting properties and specifying conditions and values to search for on the selected properties.

In addition, you have the option to configure an advanced filter by entering an appropriate LDAP query. To do so, click the Advanced button in the Filter window. Note that the basic and advanced filter options are mutually exclusive. If you have applied an advanced filter, the basic filter settings are disregarded. To return to the basic filter option, click the Basic button in the Filter window—this will override the LDAP query that the advanced filter is based upon.

By clicking Preview on the Selection of Managed Objects page, you can display a list of objects currently included in the Group Family scope. The Preview window lists the objects the Group Family is going to assemble into groups.

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