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Active Roles 8.2 - 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

Multiple tasks

The number of approval tasks generated by a single workflow instance depends on how many approval rules are included in the workflow (one task per each rule). Therefore, if a workflow has multiple approval rules, multiple tasks will be created and assigned to the respective approvers.

Within a single workflow, approval rules are applied in a sequential manner. This means that a subsequent rule is applied only after the requested operation has passes the previous rule.

If each of the tasks receives the Approve action, Active Roles allows the operation to be performed.

Figure 104: Multiple tasks

If at least one of the tasks receives the Reject action, Active Roles cancels the operation.

Figure 105: Cancellation of task

Creating and configuring an approval workflow

To implement an approval scenario where certain operations require approval in Active Roles, you create a workflow definition, configure the workflow start conditions, and add and configure approval activities (approval rules) as appropriate. All these tasks are performed using the Workflow Designer-a graphical tool included in the Active Roles Console.

When configuring workflow start conditions, you specify:

  • A type of operation, such as Create, Rename, Modify, or Delete. The workflow starts only if an operation of that type is requested.

  • A type of object, such as User, Group or Computer. The workflow starts only if the operation requests changes to an object of that type.

  • For the Modify operation type, a list of object properties. The workflow starts only if the operation requests changes to any of those properties of an object.

  • The identity of an operation requestor (initiator), such as a user, group, or service. The workflow starts only if the operation is requested on behalf of that identity.

  • A container, such as an Organizational Unit or Managed Unit. The workflow starts only if the operation requests changes to an object in that container or requests the creation of an object in that container.

  • (Optional) A filter that defines any additional conditions on entities involved in an operation. The workflow starts only if the operation satisfies those conditions. If no filter is set, then no additional conditions are in effect.

Any operation that meets all the start conditions specified on a workflow causes the workflow to start.

When configuring an approval rule within a workflow, you specify:

  • A list of approvers, such as users or groups: This setting identifies the persons who are authorized to allow or deny operations that start the workflow.

  • Notification settings: This includes workflow events to notify of, notification recipients, delivery options, and notification message template.

Creating a workflow definition for a workflow

The Active Roles Console provides the Workflow Designer for creating and configuring workflows. First, you create a workflow definition. Then, you use the Workflow Designer to construct a workflow, saving the workflow configuration data in the workflow definition.

To create a workflow definition

  1. In the Active Roles Console tree, expand Configuration > Policies, right-click Workflow, and select New > Workflow.

  2. Follow the steps in the wizard for creating the workflow definition.

  3. On the Workflow Type page, accept the default setting.

By default, the wizard creates a change workflow that starts upon a request to change data in the directory. Another option is to create an automation workflow that can be run on a scheduled basis or on user demand. For more information, see Automation workflow.

Once you have created a workflow definition, you can open it in the Workflow Designer to add workflow activities and specify workflow start conditions.

You can create containers to store related workflows and other containers. To create a workflow container, right-click Workflow in the Console tree and select New > Container. To create a workflow definition in a given container, right-click the container in the console tree, and select New > Workflow.

You can delete a workflow definition as follows: In the Console tree under Configuration > Policies > Workflow, right-click the object representing the workflow definition, and click Delete.

Specifying workflow start conditions for an Approval workflow

You can specify the start conditions for a workflow by editing its definition in the Workflow Designer. The start conditions determine which operations cause the workflow to start.

For more information, see Configuring workflow start conditions.

For example, suppose you want the creation of user accounts in a certain Organizational Unit to require approval. You can implement this scenario by configuring the workflow start conditions as follows:

  • Set type of operation to 'Create'.

  • Set type of object to 'User'.

  • Set initiator to 'Any User'.

  • Set container by selecting the Organizational Unit you want.

As a result of these conditions, the workflow will start whenever Active Roles is used to create a user account in that Organizational Unit.

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