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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

Naming 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 do not need to be changed.

Figure 118: Group Family name

Type in a Group Family name, 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 119: 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 or 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 120: 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: 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 51: Filtering conditions





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 Advanced 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 Basic 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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