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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

Adding policies to a Policy Object

You can add policies to existing Policy Objects using Active Roles Console.

To add a policy to a Policy Object

  1. In the Console tree, navigate to Configuration > Policies > Administration.

  2. Select the folder that contains the Policy Object that you want to add policies to.

  3. In the details pane, right-click the Policy Object, then click Properties.

  4. To start the Add Provisioning Policy Wizard or the Add Deprovisioning Policy Wizard, select the Policies tab, then click Add.

  6. Based on which type of policy you are configuring (provisioning or deprovisioning), choose how to proceed:

NOTE: Consider the following when adding policies to Policy Objects:

  • Active Roles processes policies in the order they are listed on the Policies tab. To change the order, select a policy and click or to move the policy up or down in the list, respectively.

  • If a Policy Object is in effect within Active Roles, any changes to the policy list are applied automatically.

Modifying policies in a Policy Object

You can modify policies in existing Policy Objects using Active Roles Console.

To view or modify a policy in a Policy Object

  1. In the Console tree, navigate to Configuration > Policies > Administration.

  2. Select the folder that contains the Policy Object that you want to view or modify.

  3. In the details pane, right-click the Policy Object, then click Properties.

  4. On the Policies tab, select the policy that you want to view or modify, and click View/Edit.

  5. Use the tabs in the Policy Properties dialog to view or modify policy settings.

    NOTE: The tabs in the Policy Properties dialog provide the same options as the wizard for configuring the policy.

  7. Based on which type of policy you are configuring (provisioning or deprovisioning), choose how to proceed:

NOTE: Active Roles processes policies in the order they are listed on the Policies tab. To change the order, select a policy and click or to move the policy up or down in the list, respectively.

Removing policies from a Policy Object

You can remove policies from existing Policy Objects using Active Roles Console.

To remove a policy from a Policy Object

  1. In the Console tree, navigate to Configuration > Policies > Administration.

  2. Select the folder that contains the Policy Object that you want to modify.

  3. In the details pane, right-click the Policy Object, then click Properties.

  4. On the Policies tab, select the policy that you want to delete, and click Remove, then click Yes.

  5. To save your changes, in the Properties dialog, click Apply.

NOTE: If a Policy Object is in effect within Active Roles, any changes to the policy list are applied automatically.

Blocking all policies in a Policy Object

For troubleshooting purposes, you can block policies that are in effect without deleting them using Active Roles Console.

To block all policies in a Policy Object

  1. In the Console tree, navigate to Configuration > Policies > Administration.

  2. Select the folder that contains the Policy Object that you want to modify.

  3. In the details pane, right-click the Policy Object, then click Properties.

  4. On the Policies tab, select Disable all policies included in this Policy Object and click Apply.

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