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Active Roles 7.6.3 - 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 Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users 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 distribution 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 cloud-only shared 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 Using regular expressions Administrative Template Communication ports Active Roles and supported Azure environments Active Roles integration with other One Identity and Quest products Active Roles integration with Duo Active Roles integration with Okta Active Roles Diagnostic Tools Active Roles Add-on Manager

Hybrid User Management tasks using web interface

Active Roles web interface enables you to perform the following Hybrid management tasks for hybrid users:

 

 

 

Create new hybrid user

You can use the Active Roles Web Interface to create new hybrid Azure users in your organization.

Prerequisites

To create new hybrid Azure users, your organization must meet the following requirements:

  • To enable remote mailboxes, the Exchange management tools of an on-premises Exchange installation supported by Active Roles must be available. For the list of Microsoft Exchange versions supported by Active Roles, see System Requirements in the Active Roles Release Notes.

  • The Active Roles service account must be a part of the Recipient Management management role group to run Exchange hybrid commands.

To create a new hybrid user

  1. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the OU where you want to create the new hybrid Azure user.

    Figure 160: Active Roles Web Interface – Navigating to the OU of the Hybrid Azure user

  2. In the list of actions available for the selected OU, click New User.

  3. In the General step, specify the following information as required by your organization:

    • First name: The first name of the user.

    • Last name: The last name of the user.

    • (Optional) Initials: The initials of the user.

    • Name: The fully-qualified user name of the user. By default, Active Roles automatically fills this property based on the specified First name, Last name, and Initials.

    • Display name: The name of the user as it will appear in Active Directory. By default, Active Roles automatically fills this property based on the specified Name.

    • User logon name: The user name used to log in to the domain. The User logon name also contains a user principal name (UPN) suffix. To configure the appropriate UPN suffix, use the drop-down button and select the appropriate domain for the user.

      NOTE: The list contains:

      • The full DNS name of the current domain.

      • The full DNS name of the root domain of the current forest.

      • Any alternative UPN suffixes created via the Active Directory Domains and Trusts console.

    • (Optional) User logon name (pre-Windows 2000): The user name used to log in to the domain, following the pre-Windows 2000 logon name format: <domain-name>\<user-name>. By default, Active Roles automatically fills this property based on the specified User logon name.

  4. In the Account step, specify the security settings of the user:

    • Password and Confirm password: The initial password of the user and the corresponding password confirmation field. You can specify the password either manually, or Generate one with Active Roles that follows the password policy requirements of your organization.

      To clear the specified password, click Clear. To spell out each character of the password for clarification, click Spell out.

      Figure 161: Active Roles Web Interface – Spelling out the characters of the generated or specified password

    • Account options: Use these options to specify additional security settings for the user (for example, to have them change the configured password during their next login attempt, or have the configured password expire after some time). If you want to enable the created user account later for increased security (for example, because the new user joins later to your organization), select Account is disabled.

  5. In the Create Mailbox step, configure whether you want to set up an on-premises Exchange mailbox for the hybrid user, or an Exchange Online mailbox in the cloud:

    • To create a new on-premises Exchange mailbox for the user, keep Create Exchange Mailbox selected.

    • To create a new Exchange Online cloud mailbox for the user, deselect Create Exchange Mailbox.

  6. In the Create Azure Account step, to generate the Azure AD account of the hybrid user, select Create Azure Account. This automatically populates all respective fields of the configured hybrid user.

    NOTE: Active Roles sets the Temporary Password to the default password of the Active Roles user. You can reset this password for the Azure AD account, if required by the security policies of your organization.

  7. From the Tenant drop-down list, select the Azure tenant where you want to store the new hybrid Azure user.

  8. From the User Principal Name drop-down list, select the Active Directory (AD) domain with which you want to associate the new hybrid Azure user.

  9. In the Usage Location field, enter the two-letter county code of the location where the user is expected to log in from.

    NOTE: Local rules and regulations for using products and services associated with the configured user may vary by user location. As a result, the Usage Location field is required, as Active Roles cannot assign Microsoft licenses to the hybrid Azure user if no country code is set here.

  10. In the Licenses step, select Exchange Online Plan, and click Finish.

    TIP: You can check the licenses assigned to the new user later by selecting the user, then navigating to Azure properties > Licenses.

Migrate from Exchange on-prem user to hybrid user

You can convert an existing on-premises user with an Exchange mailbox to a hybrid Azure user with an Exchange Online mailbox. This is typically useful if your organization aims to improve the data security and accessibility for their user mailboxes, and utilize the scalability of Exchange Online cloud mailboxes.

Prerequisites

You can perform the following procedure if your organization meets the following conditions:

  • Your organization must have an Exchange Online (Plan 2) license available for the user.

  • The on-premises user must be in a Synchronized Identity or Federated domain.

To convert an on-premises user to a hybrid Azure user

  1. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the OU where you want to convert the on-premises user.

    Figure 162: Active Roles Web Interface – Navigating to the OU of the on-premises user

  2. Select the user that you want to convert, then in the list of actions, click Azure Properties.

  3. In the Licenses step, select Exchange Online (Plan 2), and click Finish.

    This creates the Exchange Online mailbox for the user. This mailbox, however, will be available to the user only after migrating the user from the on-premises mailbox to the cloud Exchange Online mailbox.

  4. To migrate the on-premises mailbox of the user to the cloud Exchange Online mailbox, follow the procedure described in Move mailboxes between on-premises and Exchange Online organizations in hybrid deployments in the Microsoft 365 documentation.

Once the migration is completed, any changes you make on the on-premises Exchange mailbox in the Active Roles Web Interface will be synced to the Microsoft 365 portal through native Microsoft tools. You can check these changes by selecting the converted hybrid user, and clicking Exchange Online Properties in the list of available actions.

NOTE: If the hybrid user is in a Synchronized Identity domain or Federated domain, you can edit most of their Exchange Online attributes in the Exchange Online Properties window of the Active Roles Web Interface. However, you cannot edit the Email address attribute, as that attribute is synchronized only through native Microsoft tools.

View Exchange Online Properties for an Office 365 user

You can view or modify the Exchange Online properties of a hybrid Azure user via the Exchange Online Properties window of the Active Roles Web Interface. This is typically required during organizational changes or when the personal information of the user is updated.

NOTE: If the hybrid user is in a Synchronized Identity domain or Federated domain, you can edit most of their Exchange Online attributes in the Exchange Online Properties window of the Active Roles Web Interface. However, you cannot edit the Email address attribute, as that attribute is synchronized only through native Microsoft tools.

To view or change the Exchange Online properties of hybrid Azure user

  1. In the Active Roles Web Interface, under Directory Management > Tree > Active Directory, navigate to the OU of the hybrid user whose Exchange Online properties you want to view or modify.

    Figure 163: Active Roles Web Interface – Navigating to the OU of the hybrid user

  2. Select the user whose Exchange Online properties you want to check, then in the list of actions, click Exchange Online Properties.

  3. View or update the applicable settings you want to change:

    • Mail Flow Settings

    • Delegation

    • E-Mail Addresses

    • Mailbox Features

    • Mailbox Settings

  4. To apply your changes, click OK, then Finish.

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