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Active Roles 8.1.4 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration 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 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
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 Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication 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

Exporting and importing Access Templates

With the Active Roles Console, you can export Access Templates to an XML file and then import them from that file to populate another instance of Active Roles. The export and import operations provide a way to move Access Templates from a test environment to a production environment, and vice versa.

NOTE: When you export and then import an Access Template, only permission entries are transferred. The Access Template links are not exported, and therefore you need to reconfigure them manually after you imported the Access Template.

To export Access Templates, select them, right-click the selection, and select All Tasks > Export. In the Export Objects dialog, specify the file where you want to save the data, and click Save.

To import Access Templates, right-click the container where you want to place the Access Templates, and then click Import. In the Import Directory Objects dialog, select the file to which the Access Templates were exported, and click Open.

Renaming an Access Template

You can rename an existing Access Template with the Rename setting of the Active Roles Console.

To rename an Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to rename.

  2. In the details pane, right-click the Access Template, and click Rename.

  3. Type a new name, then press Enter.

NOTE: Consider the following when renaming an Access Template:

  • Renaming an Access Template does not affect its links. This is because Access Templates are referenced by immutable identifier rather than by name.

  • If an Access Template is applied within Active Roles to determine permission settings in the directory, renaming the Access Template does not cause any changes to the permission settings in the directory. When applying an Access Template, Active Roles refers to the Access Template by an internal identifier rather than by the name of the Access Template.

  • Active Roles includes a suite of predefined Access Templates. The name of a predefined Access Template cannot be modified. If you need an Access Template with a different name to have the same permission entries as a predefined Access Template, create a copy of the predefined Access Template, and then make changes to the copy. Another option is to create an Access Template and nest the predefined Access Template into the newly- created Access Template. For more information, see Creating an Access Template, Copying an Access Template, and Managing nested Access Templates.

Deleting an Access Template

You can delete existing Access Templates in the Active Roles Console.


To delete an Access Template, you must remove all existing references to it. To do so:

To delete an Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to delete.

  2. In the details pane, right-click the Access Template, then click Delete.

NOTE: Consider the following when deleting an Access Template:

  • Once an Access Template is applied (linked) within Active Roles to determine permission settings in the directory, the Access Template cannot be deleted. You can view the links in which the Access Template participates by right-clicking the Access Template, and clicking Links. If you need to delete the Access Template, first remove all items from the Links list. For instructions, see Managing Access Template links.

  • An Access Template cannot be deleted if it is nested into another Access Template. To view the Access Templates into which the selected Access Template is nested, on the Nesting tab, click Nested In. Then, double-click an item in the Nested In list to open a dialog where you can remove the Access Template from nesting. For instructions, see Managing nested Access Templates.

  • Active Roles includes a suite of predefined Access Templates and a number of built-in Access Templates. Neither predefined Access Templates nor built-in Access Templates can be deleted. For more information on the built-in Access Template, see Active Roles Built-in Access Templates Reference Guide.

Access Rule management tasks

This section guides you through the Active RolesConsole to manage Windows claims-based Access Rules.

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