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Active Roles 7.5.2 - Administration Guide

Introduction About Active Roles Getting Started Rule-based Administrative Views Role-based Administration
Access Templates as administrative roles Access Template management tasks Examples of use Deployment considerations Windows claims-based Access Rules
Rule-based AutoProvisioning and Deprovisioning
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 and Azure Tenant Selection 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management One Identity Starling Management One Identity Starling Two-factor Authentication for Active Roles Managing One Identity Starling Connect Azure AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Office 365 Groups Managing Azure Security Groups Managing cloud-only Azure users Managing cloud-only Azure guest users Managing cloud-only Azure contacts Changes to Active Roles policies for cloud-only Azure objects Managing room mailboxes
Managing Configuration of Active Roles
Connecting to the Administration Service Adding and removing 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Enabling Federated Authentication Appendix F: Active Roles integration with other One Identity and Quest products Appendix G: Active Roles integration with Duo Appendix H: Active Roles integration with Okta

Group creation-related rules

When a Group Family discovers a grouping that is not linked to any group, it creates a new group, links the new group to the grouping, and adds the members of the grouping to that group. The Group Family configuration specifies a number of rules on how to set up certain properties for new groups.

The rules that control the group creation process are defined when the Group Family configuration is created. You can examine or modify those rules by using the Manage Rules button on the Controlled Groups tab, in the Properties dialog box of the Group Family configuration storage group.

  • The Manage Rules button gives you access to a series of pages that are similar to those of the New Group Family wizard discussed earlier in this chapter. Clicking Manage Rules starts a step-by-step process organized into these pages:
  • Group Naming Rule  Group Family uses this rule to generate the Group name, Display name, Group name (pre-Windows 2000), and E-mail alias when creating new groups. For details, refer to the Group naming rule section earlier in this chapter.
  • Group Type and Scope  The group type and group scope that is assigned to the groups created by the Group Family.
  • Location of Groups  The rule that determines the container in which the Group Family creates new groups. For details, refer to the Location of groups section earlier in this chapter.
  • Exchange-related Settings  The rule that determines whether the groups created by the Group Family are mail-enabled, and a number of options pertinent to mail-enabled groups. For details, refer to the Exchange-related settings section earlier in this chapter.

You can navigate through these pages by using the Back and Next buttons. The Finish button on the last page commits the changes, if any, from all pages to the Properties dialog box, and completes the task of managing the group creation rules. The changes are applied when you click OK or Apply in the Properties dialog box, and can be discarded by clicking Cancel.

Groupings tab

From the Groupings tab, you can view or change the Group Family settings that control the Group Family calculation processes.

During each run, the Group Family re-calculates groupings by breaking up the set of managed objects (scope) into sub-sets, with each sub-set consisting of the objects that have a particular combination of values assigned to the group-by properties.

The scope and the group-by properties are specified when the Group Family configuration is created, and can be changed on the pages that appear when you click Configure on the Groupings tab. By clicking the Configure button, you can view or change the following settings:

  • Location of Managed Objects  The containers that hold the objects to be managed by this Group Family. For details, see Location of managed objects earlier in this chapter.
  • Selection of Managed Objects  The rules that determine what objects are to be managed by this Group Family. For details, see Selection of managed objects earlier in this chapter.
  • Group-by Properties  The list of properties based on which the Group Family calculates groupings. For details, see Group-by properties earlier in this chapter.

If you add or remove a group-by property, the naming rules that currently exist are replaced with the default naming rule and the list of groups to capture is erased.

Schedule tab

The Schedule tab displays Group Family schedule-related information, and allows you to view or modify scheduling settings.

The tab displays the following information:

  • Schedule  The Group Family is scheduled to run as indicated by this statement.
  • Run on this server  The Administration Service that performs all operations needed to run the Group Family.
  • Last run time  The date and time the Group Family was last run.
  • Next run time  The date and time that the Group Family is next scheduled to run.

You can use the Configure button to examine the Group Family schedule in more detail, and make changes to the schedule as needed.

Clicking Configure displays the Group Family Scheduling page, similar to that of the New Group Family wizard discussed earlier in this chapter (see the Group Family scheduling section). View or modify the schedule settings on that page, and click the Finish button to commit your changes to the Properties dialog box. The changes are applied when you click the OK or Apply button, and can be discarded by clicking Cancel.

Action Summary tab

The Action Summary tab displays quantitative information about the Group Family run.

Use the Action Summary tab to see the following information about the last run of the Group Family:

  • Last run started  The date and time the run was started.
  • Last run finished  The date and time the run was finished.
  • Managed objects  The number of objects found in the Group Family scope.
  • Valid groupings  The number of groupings calculated during the run.
  • Failed groupings  The number of groupings the Group Family failed to identify due to invalid combinations of group-by property values. An example of an invalid combination occurs when values for one or more properties are missing from the combination.
  • Groups created  The number of groups the Group Family created during the run.
  • Groups updated  The number of groups for which the Group Family updated the membership lists during the run.
  • Updates in group memberships  The number of objects the Group Family added or removed from groups during the run.
  • Errors  The number of error encountered during the run.

To examine this information in more detail, click the View Log button.

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