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Active Roles 8.1.2 - 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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM 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
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

Create a Web Interface site

You can create a Web Interface site by clicking Create on the Web Interface page in the Configuration Center main window. The Create Web Interface Site wizard appears, prompting you to:

  • Choose the web site to contain the web application that implements the new Web Interface site.

  • Supply the desired alias for that web application. The alias defines the virtual path that becomes part of the Web Interface site’s address (URL).

Then, the wizard lets you specify the object to hold the configuration and customization data of the new Web Interface site on the Active Roles Administration Service. You can choose from the following options:

  • Create the object from a template: The new site will have the default configuration and customization based on the template you select.

  • Use an existing object: The new site will have the same configuration and customization as any existing Web Interface site that also uses the object you select. This option is intended for the scenario where you create an additional instance of one of your existing Web Interface sites on a different web server.

  • Create the object by importing data from another object: The new site will inherit the configuration and customization of the site that used the object you select for data import. This option is mainly intended for the upgrade scenario where you create Web Interface sites of the new Active Roles version with the same configuration and customization as your Web Interface sites of an earlier Active Roles version. In this scenario, you import the configuration data of the earlier version to the Administration Service of the new version (which also imports the site configuration objects of the earlier version), and then create configuration objects for Web Interface sites of the new version by importing data from site configuration objects of the earlier version.

  • Create the object by importing data from an export file: The new site will inherit the configuration and customization of the site whose configuration data was saved to the export file you specify. You can choose an export file of any supported Active Roles version.

For more information and step-by-step instructions, see the “Additional configuration” topic in the Active Roles Quick Start Guide.

Modify a Web Interface site

From the Web Interface page in the Configuration Center main window, you can make changes to existing Web Interface sites: Click an entry in the list of sites and then click Modify on the toolbar. The Modify Web Interface Site wizard starts, allowing you to:

  • Choose the website to contain the web application that implements the Web Interface site.

  • Supply the desired alias for that web application. The alias defines the virtual path that becomes part of the Web Interface site’s address (URL).

Then, the wizard lets you specify the object to hold the site’s configuration and customization data on the Active Roles Administration Service. You can choose from the following options:

  • Keep on using the current object (default option): The site’s configuration will remain intact. The wizard displays the name and version of the current configuration object.

  • Create the object from a template: The site will have the default configuration and customization based on the template you select.

  • Use an existing object: The site will have the same configuration and customization as any existing Web Interface site that also uses the object you select. You could use this option to deploy an additional instance of one of your existing Web Interface sites on a different web server.

  • Create the object by importing data from another object: The site will inherit the configuration and customization of the site that used the object you select for data import. You could use this option to deploy a Web Interface site of the new Active Roles version with the same configuration and customization as one of your Web Interface sites of an earlier Active Roles version. In this case, you import the configuration data of the earlier version to the Administration Service of the current version (which also imports the site configuration objects of the earlier version), then create the site configuration object by importing data from the appropriate site configuration object of the earlier version.

  • Create the object by importing data from an export file: The site will inherit the configuration and customization of the site whose configuration data was saved to the export file you specify. You can choose an export file of any supported Active Roles version.

For more information and step-by-step instructions, see the “Additional configuration” topic in the Active Roles Quick Start Guide.

Delete a Web Interface site

On the Web Interface page in the Configuration Center main window, you can delete Web Interface sites: Click an entry in the list of sites and then click Delete on the toolbar. This operation only deletes the Web Interface site from the web server, without deleting the site’s configuration object from the Administration Service.

When you delete a site, the site’s configuration object remains intact on the Administration Service. You can set up a Web Interface site with the same configuration as the site you have deleted, by choosing the option to use that object on the Configuration step in the wizard for creating or modifying Web Interface sites.

Export a Web Interface site’s configuration object to a file

From the Web Interface page in the Configuration Center main window, you can export site configuration objects: Click an entry in the list of sites and then click Export Configuration on the toolbar. A wizard starts, prompting you to specify the export file. The wizard then retrieves the site’s configuration object from the Administration Service, and saves the data from that object to the export file.

The export file could be considered a backup of the site’s configuration. You can set up a Web Interface site with the configuration restored from an export file, by importing that file on the Configuration step in the wizard for creating or modifying Web Interface sites.

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