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Active Roles 8.1.1 - Administration Guide

Introduction 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
Provisioning Policy Objects Deprovisioning Policy Objects How Policy Objects work Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning Exchange Mailbox AutoProvisioning AutoProvisioning in SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Microsoft 365 and Azure Tenant Selection E-mail Alias Generation 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
Using rule-based and role-based tools for granular administration Workflows
Key workflow features and definitions About workflow processes Workflow processing overview Workflow activities overview Configuring a workflow
Creating a workflow definition for a workflow Configuring workflow start conditions Configuring workflow parameters Adding activities to a workflow Configure 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
Approval workflow Email-based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic groups Active Roles Reporting Management History Entitlement profile Recycle Bin AD LDS data management One Identity Starling Join and configuration through Active Roles Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Managing Hybrid AD users
Creating a new Azure AD user with the Web Interface Viewing or updating the Azure AD user properties with the Web Interface Viewing or modifying the manager of a hybrid Azure user Disabling an Azure AD user Enabling an Azure AD user Deprovisioning of an Azure AD user Undo deprovisioning of an Azure AD user Adding an Azure AD user to a group Removing an Azure AD user from a group View the change history and user activity for an Azure AD user Deleting an Azure AD user with the Web Interface Creating a new hybrid Azure user with the Active Roles Web Interface Converting an on-premises user with an Exchange mailbox to a hybrid Azure user Licensing a hybrid Azure user for an Exchange Online mailbox Viewing or modifying the Exchange Online properties of a hybrid Azure user Creating a new Azure AD user with Management Shell Updating the Azure AD user properties with the Management Shell Viewing the Azure AD user properties with the Management Shell Delete an Azure AD user with the Management Shell Assigning Microsoft 365 licenses to new hybrid users Assigning Microsoft 365 licenses to existing hybrid users Modifying or removing Microsoft 365 licenses assigned to hybrid users Updating Microsoft 365 licenses display names
Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Microsoft 365 roles management for hybrid environment users Managing Microsoft 365 contacts Managing Hybrid AD groups Managing Microsoft 365 Groups Managing cloud-only distribution groups Managing cloud-only dynamic distribution 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 cloud-only shared mailboxes
Modern Authentication Managing the configuration of Active Roles
Connecting to the Administration Service 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 Using regular expressions Administrative Template Communication ports Active Roles and supported Azure environments Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Steps for creating a Managed Unit

To create a Managed Unit

  1. In the console tree, under Active Roles > Configuration > Managed Units, locate and select the folder in which you want to add the Managed Unit.

    You can create a new folder as follows: Right-click Managed Units and select New > Managed Unit Container. Similarly, you can create a sub-folder in a folder: Right-click the folder and select New > Managed Unit Container.

  2. Right-click the folder, and select New > Managed Unit to start the New Object - Managed Unit wizard.

  3. On the first page of the wizard, do the following, and then click Next:

    1. In the Name box, type a name for the Managed Unit.

    2. In the Description box, type any optional information about the Managed Unit.

  4. On the second page of the wizard, click Add. This displays the Membership Rule Type dialog box.

  5. Select the type of the membership rule to create, and then click OK:

    • To create a rule that statically adds members to the Managed Unit, click Include Explicitly.

    • To create a rule that statically excludes members from the Managed Unit, click Exclude Explicitly.

    • To create a rule that adds all members of a certain group to the Managed Unit, click Include Group Members.

    • To create a rule that excludes all members of a certain group from the Managed Unit, click Exclude Group Members.

    • To create a rule that populates the Managed Unit with the objects that match certain search criteria, click Include by Query.

    • To create a rule that prevents the Managed Unit from including the objects that match certain search criteria, click Exclude by Query.

    • To create a rule that prevents the deprovisioned objects, such as deprovisioned users or groups from being removed from the Managed Unit, click Retain Deprovisioned.

    If you selected the Include by Query rule type or the Exclude by Query rule type in Step 5, the Create Membership Rule dialog box is displayed. Otherwise (except for the Retain Deprovisioned rule type), the Select Objects dialog box is displayed.

  6. Complete the Create Membership Rule or Select Objects dialog box by following the instructions that are given later in this topic.

  7. Repeat steps 4 through 6 until you have added all of the desired membership rules. Then, click Next.

  8. On the next page of the wizard, do the following, and then click Next:

    • Click Security to specify permission settings on the Managed Unit.

    • Click Policy to specify policy settings on the Managed Unit.

    For information on how to specify security and policy settings, see Steps for modifying permission settings on a Managed Unit and Steps for modifying policy settings on a Managed Unit later in this document.

  9. On the completion page of the wizard, click Finish.

To complete the Create Membership Rule dialog

  1. From the Find list, select the class of objects you want the membership rule to include or exclude from the Managed Unit. For example, when you select Users, the membership rule includes or excludes the users that match the conditions you specify.

  2. From the In list, select the domain or folder that holds the objects you want the membership rule to include or exclude from the Managed Unit. For example, when you select an Organizational Unit, the membership rule includes or excludes only the objects that reside in that Organizational Unit.

    To add folders to the In list, click Browse and select folders in the Browse for Container dialog box.

  3. Define the criteria of the membership rule. For example, to include or exclude the objects that have the letter T at the beginning of the name, type T in Name. You can use an asterisk (*) to represent any string of characters.

  4. Optionally, click Preview Rule to view a list of objects that match the criteria you have defined.

  5. Click Add Rule.

To complete the Select Objects dialog

  1. In the Look in list, click the domain or folder that holds the objects you want to select. To add a folder to the list, click Browse.

  2. Do one of the following, and then click OK:

    • In the list of objects, double-click the object you want to add.

    • In the lower box, type the entire name, or a part of the name, of the object you want to add. Then, click Check Names.

NOTE:

  • You can also use the Properties command to add or remove membership rules from an existing Managed Unit: Right-click the Managed Unit, click Properties, and then click the Membership Rules tab in the Properties dialog box.

  • For information on how to display a list of members of a Managed Unit, see Displaying members of a Managed Unit later in this document.

  • The Create Membership Rule dialog box is similar to the Find dialog box you use to search for objects in the directory. Once you have specified your search criteria, the Add Rule function saves them as a membership rule. For more information on how to specify search criteria, see Finding objects earlier in this document.

  • The Find list includes the Custom Search entry. Selecting that entry displays the Custom Search tab, enabling you to build custom membership rules using advanced options, as well as to build advanced membership rules using the Lightweight Directory Access Protocol (LDAP), which is the primary access protocol for Active Directory. For more information about using advanced search options, see Steps for building a custom search and Steps for using advanced search options earlier in this document.

Steps for modifying Managed Unit properties

To modify properties of a Managed Unit

  1. In the console tree, expand Active Roles > Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Properties.

  3. Use the tabs in the Properties dialog box to view or modify properties of the Managed Unit.

  4. When finished, click OK.

NOTE:

Steps for modifying permission settings on a Managed Unit

To modify permission settings on a Managed Unit

  1. In the console tree, expand Active Roles > Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Delegate Control.

  3. In the Active Roles Security dialog box, do the following:

    • To add permissions to the Managed Unit, click Add and follow the instructions in the Delegation of Control Wizard to create an Access Template link. For information on how to use the Delegation of Control wizard, see Applying Access Templates.

    • To remove permissions from the Managed Unit, select Access Template links from the list, and click Remove. Alternatively, you can revoke permissions by disabling Access Template links: Select one or more links, and then click Disable.

    • To view or modify properties of an Access Template link on the Managed Unit, select the link from the list and click View/Edit.

    • To modify an Access Template link so that the permissions defined by the link are also added to Active Directory, select the link from the list and click Sync to AD.

  4. Click OK to close the Active Roles Security dialog.

NOTE:

  • The Active Roles Security dialog displays a list of Access Template links, with each list item indicating a Trustee and the Access Template that is used to specify the Trustee’s permissions.

  • By default, the list of Access Template links displays all the links that determine the permission settings on the Managed Unit, regardless of whether a link was created on the Managed Unit itself or on a container that holds the Managed Unit. To change the display of the list, clear the Show inherited check box.

  • An Access Template link can be removed from a Managed Unit if the link was created on that Managed Unit. Only the links that meet this condition are displayed when you clear the Show inherited check box, so you can remove them by clicking Remove.

  • You can also use the advanced details pane to view, add, remove, or modify Access Template links on a Managed Unit: Select the Managed Unit, and then, on the Active Roles Security tab in the advanced details pane, right-click an Access Template link or a blank area, and use commands on the shortcut menu. For information about the advanced details pane, see Advanced pane earlier in this document.

Steps for modifying policy settings on a Managed Unit

To modify policy settings on a Managed Unit

  1. In the console tree, expand Active Roles > Configuration > Managed Units.

  2. Under Managed Units, locate the Managed Unit you want to modify, right-click it, and click Enforce Policy.

  3. In the Active Roles Policy dialog box, do the following:

    • To add policies to the Managed Unit, click Add and select the Policy Object that defines the policies. You can select multiple Policy Objects at a time.

    • To remove policies from the Managed Unit, select the Policy Object that defines the policies, and click Remove. Alternatively, you can remove the effect of a Policy Object on the Managed Unit by selecting the Blocked check box next to the name of the Policy Object.

    • To modify policies, select the Policy Object that defines the policies, and click View/Edit.

  4. Click OK to close the Active Roles Policy dialog box.

NOTE: The Active Roles Policy dialog box lists all the Policy Objects that define the policy settings on the Managed Unit, regardless of whether a Policy Object was added on the Managed Unit itself or on a container that holds the Managed Unit. You can view a list of Policy Objects that were added directly on the Managed Unit: Click Advanced and then clear the Show inherited check box.

Only the Policy Objects that were added directly on the Managed Unit can be removed. However, even if the Remove button is unavailable, you can select the Blocked check box. In this way, you remove the effect of the Policy Object on the Managed Unit. At any time, you can restore the effect of the Policy Object on the Managed Unit by clearing the Blocked check box.

You can also use the advanced details pane to add, remove, block, or modify Policy Objects that define the policy settings on a Managed Unit: Select the Managed Unit, and then, on the Active Roles Policy tab in the advanced details pane, right-click a Policy Object or a blank area, and use commands on the shortcut menu. For information about the advanced details pane, Advanced pane earlier in this document.

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