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Active Roles 8.0 LTS - 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 Microsoft 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 Active Roles Language Pack

Scenario: Implementing role-based administration across multiple OUs

This scenario involves the creation of an administrative view named Sales in an organization with an OU-based structure of Active Directory.

Suppose an organization has offices in USA and Canada. The rule for including a user in an OU is the geographical location of the user. Therefore, all users who work in USA reside in the USA OU, and those working in Canada reside in the Canada OU.

The offices in USA and Canada each have Marketing, Development, and Sales departments. By creating a Sales MU, it is possible to manage users from the Sales departments in USA and Canada collectively, without changing the actual OU-based structure.

When delegating control of an MU, all users that belong to the MU inherit security settings defined at the level of the Managed Unit. Thus, applying an Access Template to a Managed Unit specifies the security settings for each user in the MU.

To implement this scenario, perform the following steps:

  1. Create the Sales MU.
  2. Add users from the Sales department in USA and Canada to the Sales MU.
  3. Prepare the Sales Access Template.
  4. Apply the Sales Access Template to the Sales MU, and designate an appropriate group as a Trustee.

As a result, the members of the group gain control of user accounts that belong to the Sales MU. The scope of control is defined by the permissions in the Sales Access Template.

The following sections elaborate on the steps to implement this scenario.

Step 1: Creating the Managed Unit

The first step is to create the Sales Managed Unit. For information on how to create a Managed Unit, see Creating a Managed Unit earlier in this chapter.

Step 2: Adding users to the Managed Unit

When the Sales Managed Unit is prepared, add users from the Sales departments across the company.

Suppose that all users from the Sales departments (in both USA and Canada) have the Description property set to Sales.

Create a membership rule of the Include by Query type with the following parameters: from the Find list, select Users; in the Description box, type Sales. As a result, all users with the description Sales will be included in the Managed Unit.

For more information on how to create membership rules, see Adding or removing members from a Managed Unit earlier in this chapter.

Step 3: Preparing the Access Template

To define which rights the Trustee will get for the Sales Managed Unit, create a Sales Access Template, and add permissions to this Access Template.

For more information on how to create an Access Template, see Creating an Access Template later in this document.

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