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Active Roles 8.2.1 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration Configuring rule-based autoprovisioning and deprovisioning
Configuring Provisioning Policy Objects
User Logon Name Generation E-mail Alias Generation Exchange Mailbox AutoProvisioning Group Membership AutoProvisioning Home Folder AutoProvisioning Property Generation and Validation Script Execution O365 and Azure Tenant Selection AutoProvisioning in SaaS products
Configuring Deprovisioning Policy Objects
User Account Deprovisioning Group Membership Removal User Account Relocation Exchange Mailbox Deprovisioning Home Folder Deprovisioning User Account Permanent Deletion Office 365 Licenses Retention Group Object Deprovisioning Group Object Relocation Group Object Permanent Deletion Script Execution Notification Distribution Report Distribution
Configuring entry types Configuring a Container Deletion Prevention policy Configuring picture management rules Managing Policy Objects Checking for policy compliance Deprovisioning users or groups Restoring deprovisioned users or groups Configuring policy extensions
Using rule-based and role-based tools for granular administration Workflows
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
Azure tenant types and environment types supported by Active Roles Using Active Roles to manage Azure 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 and URLs used by Active Roles Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

About entitlement profile specifiers

In Active Roles, entitlement profile specifiers are configuration objects that govern the process of building and presenting the entitlement profile. Each specifier holds information about a single resource that allows Active Roles to determine whether a given user is entitled to the resource and, if the user appears to be entitled, what information about that resource to include in the user’s entitlement profile.

An entitlement profile specifier holds the following information:

  • Entitlement Type: Specifies a way in which a user gets entitled to the resource.

  • Entitlement Rules: Provide a way to determine whether a given user is entitled to the resource.

  • Resource Display: Specifies how to represent the resource in the entitlement profile.

The following topics elaborate on each of these information blocks.

Entitlement type

The entitlement type setting is basically intended to determine the entitlement target object—the object to which Active Roles applies the entitlement rules when building the entitlement profile. Entitlement types can be classified by how a user’s entitlement to a resource is configured:

  • Personal resource entitlement: Configured by setting certain attribute of the user’s account itself. In this case, the user’s account plays the role of the entitlement target object.

  • Shared resource entitlement: Configured by adding the user to a certain security group. In this case, the group plays the role of the entitlement target object.

  • Managed resource entitlement: Configured by assigning the user to the manager or owner role for a certain object. In this case, the object managed or owned by the user plays the role of the entitlement target object.

The following table summarizes the types of entitlement.

Table 53: Types of entitlement

Type

Configuration

Target Object

Personal resource entitlement

The user’s account has certain resource-specific attributes set in the directory.

The user’s account

Shared resource entitlement

The user’s account belongs to a certain security group in Active Directory.

The user’s group

Managed resource entitlement

The user’s account is specified as the primary owner (manager) or a secondary owner of a certain object in the directory.

The object managed or owned by the user

Entitlement rules

When building a user’s entitlement profile, Active Roles uses a specifier’s entitlement rules to tell whether the user is entitled to the resource represented by that specifier. The rules are evaluated against the entitlement target object. If the object matches the rules, then Active Roles regards the user as entitled to the resource, and adds information about the resource to the user’s entitlement profile.

Entitlement rules can be classified by rule condition as follows:

  • Explicit exclusion: The rule condition is a list of directory objects. If the entitlement target object occurs in that list, it is regarded as not matching the rules.

  • Explicit inclusion: The rule condition is a list of directory objects. If the entitlement target object occurs in that list, it is regarded as matching the rules.

  • Filter-based exclusion: The rule condition is one or more filters each of which represents certain requirements on an object’s location and properties. If the entitlement target object satisfies the requirements of at least one filter, then it is regarded as not matching the rules.

  • Filter-based inclusion: The rule condition is one or more filters each of which represents certain requirements on an object’s location and properties. If the entitlement target object satisfies the requirements of at least one filter, then it is regarded as matching the rules.

For more information on how Active Roles applies entitlement rules, see About entitlement profile build process.

Resource display

For each resource that is to be included in the entitlement profile, Active Roles applies entitlement rules to single out the appropriate specifier and then it uses the resource display settings of that specifier to build the entitlement profile’s section that displays information about the resource.

The resource display settings include the following:

  • Resource type icon: Graphics that helps distinguish the type of the resource in the entitlement profile.

  • Resource type name: Text string that identifies the type of the resource in the entitlement profile.

  • Resource naming attribute: Entitlement target object’s attribute whose value is used to identify the resource in the entitlement profile.

  • Other resource-related attributes: List of the entitlement target object’s attributes whose values are to be displayed in the entitlement profile.

The entitlement profile’s section for a given resource is divided into two areas:

  • Heading: Displays the resource type icon, resource type name, and value of the resource naming attribute.

  • Details: Lists the names and values of the resource-related attributes.

The Details area can be customized by adding HTML code to a certain attribute of the user account for which the entitlement profile is being built. The LDAP display name of that attribute should be supplied in the edsaHTMLDetailsAttribute of the entitlement profile specifier. As a result, Active Roles renders that HTML code instead of displaying the attributes list in the Details area.

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