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Active Roles 8.1.2 - Administration Guide

Introduction 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
Provisioning Policy Objects Deprovisioning Policy Objects How Policy Objects work Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning Exchange Mailbox AutoProvisioning AutoProvisioning in SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Microsoft 365 and Azure Tenant Selection E-mail Alias Generation 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
Using rule-based and role-based tools for granular administration Workflows
Key workflow features and definitions 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 Configure 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 Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Managing Hybrid AD users
Creating a new Azure AD user with the Web Interface Viewing or updating the Azure AD user properties with the Web Interface Viewing or modifying the manager of a hybrid Azure user Disabling an Azure AD user Enabling an Azure AD user Deprovisioning of an Azure AD user Undo deprovisioning of an Azure AD user Adding an Azure AD user to a group Removing an Azure AD user from a group View the change history and user activity for an Azure AD user Deleting an Azure AD user with the Web Interface Creating a new hybrid Azure user with the Active Roles Web Interface Converting an on-premises user with an Exchange mailbox to a hybrid Azure user Licensing a hybrid Azure user for an Exchange Online mailbox Viewing or modifying the Exchange Online properties of a hybrid Azure user Creating a new Azure AD user with Management Shell Updating the Azure AD user properties with the Management Shell Viewing the Azure AD user properties with the Management Shell Delete an Azure AD user with the Management Shell Assigning Microsoft 365 licenses to new hybrid users Assigning Microsoft 365 licenses to existing hybrid users Modifying or removing Microsoft 365 licenses assigned to hybrid users Updating Microsoft 365 licenses display names
Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Microsoft 365 roles management for hybrid environment users Managing Microsoft 365 contacts Managing Hybrid AD groups Managing Microsoft 365 Groups Managing cloud-only distribution groups Managing cloud-only dynamic distribution 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 cloud-only shared mailboxes
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 Communication ports Active Roles and supported Azure environments Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Voluntary thresholds for the managed object count

By default, Active Roles does not limit the number of managed objects. However, as Active Roles’s license fee is based on the managed object count, you may need to verify if the object count is under a certain threshold. You can perform this task by specifying a threshold value for the number of managed objects. The scheduled task that counts managed objects then raises an alert each time it detects that the current number of managed objects exceeds the threshold value. The alert makes the Product Usage Statistics section red on the root page in the Active Roles Console, and can send a notification over email.

To configure thresholds and notification for the managed object count

  1. Log on as Active Roles Admin, and open the Active Roles Console.

    Only members of the Active Roles Admin group are authorized to configure thresholds and notification for the managed object count.

  2. In the Console tree, select the Active Roles root node.

  3. On the page in the details pane, expand the Product Usage Statistics section, and then click Set License threshold value to update the threshold.

  4. In the Threshold Value dialog that appears, specify the desired threshold value for active domains (AD DS), AD LDS directory partitions (AD LDS), Azure tenants, or SaaS applications.

    You can specify an AD DS threshold value, AD LDS threshold value, Azure tenant threshold value, and SaaS threshold value independently from each other. Active Roles raises an alert if the total number of managed objects in AD DS, AD LDS directory partitions, Azure tenant, or SaaS application exceeds the corresponding threshold value. If the threshold value is specified for any of these, then Active Roles does not evaluate the managed object counts at all.

  5. If you want Active Roles to notify you of the threshold violation alert over email, then, in the Threshold Value dialog, configure the notification settings as follows:

    1. Select the Notify of threshold violations by e-mail check box.

    2. Click the button next to the Recipients field, and specify who you want to receive the notification messages. You can select recipients from an address book (requires Microsoft Outlook to be configured), or supply individual email addresses.

    3. Click the button next to the E-mail server settings field. Then, on the Mail Setup tab in the dialog that appears, supply the server name and other settings specific to your outgoing SMTP server.

    If multiple mail configuration objects exist in your Active Roles environment, then you may first need to select the appropriate object from the E-mail server settings list. Mail configuration objects can be created in the Configuration/Server Configuration/Mail Configuration container in the Active Roles Console.

  6. When finished, click OK to close the Threshold Value dialog.

Installation label

The Active Roles Console allows you to set a text label that helps you identify your Active Roles installation in the Managed Object Statistics report—a report that lists the managed object counts (see Viewing product usage statistics). You can use the installation label to distinguish between production and non-production or pilot installations. The label text is displayed in the title of the Managed Object Statistics report.

To set or change the installation label

  1. Log on as Active Roles Admin, and open the Active Roles Console.

    Only members of the Active Roles Admin account are authorized to set or change the installation label.

  2. In the Console tree, select the Active Roles root node.

  3. On the page in the details pane, expand the Product Usage Statistics section, and then click the Change link next to the Installation label field.

    The Console does not display the Change link unless you are logged on as Active Roles Admin.

  4. In the Installation Label dialog that appears, type the label text you want, and then click OK.

Creating and using virtual attributes

Active Roles provides the facility to define custom (virtual) attributes for any existing object type. This allows additional object properties to be specified without extending the Active Directory schema. For example, custom attributes can be used to store specific user data.

You can configure a virtual attribute to store the attribute value in the Active Roles database. Otherwise, to use the virtual attribute, you need to implement a script policy to handle the attribute value.

To create a virtual attribute

  1. In the Console tree, expand Configuration > Server Configuration.

  2. Under Server Configuration, right-click Virtual Attributes and select New > Virtual Attribute.

  3. Follow the instructions in the Add Virtual Attribute Wizard.

  4. In the Common-Name and the LDAP Display Name boxes, type a common name and an LDAP display name for the new attribute.

    In the Unique X.500 object ID box, you can optionally change the default value of the attributeID property (OID) for the new attribute. The default value is generated automatically. If you want to generate your own value, you can use the Oidgen (oidgen.exe) tool, included with the Windows Server Resource Kit.

    In the Schema ID GUID box you can optionally change the default value of the schemaIDGUID property. The default value is generated automatically. If you want the new attribute to have the fixed schemaIDGUID property, replace the default value with your own value. For example, you can generate GUID with the Uuidgen tool, included with the Microsoft Platform SDK.

  5. Optionally, in the Description box, type a description for the new virtual attribute. Click Next.

  6. In the Syntax list, click the syntax you want for the new virtual attribute. If you want the new attribute to be multi-valued, select the Multi-valued check box. Click Next.

  7. Select the check boxes next to the object classes with which you want the virtual attribute to be associated. Click Next.

    If you need the new attribute to be associated with object classes that are not listed by default, select the Show all possible classes check box.

  8. If you want to store the values of the attribute in the Active Roles database, select the check box on the Attribute Storage page.

    If you choose not to store the attribute values in the database, a script policy is required to supply the attribute value when retrieving the attribute and to save the attribute value when updating the attribute.

    Storing attribute values in the Active Roles configuration database may considerably increase the database size.

    This option can be modified after the attribute is created, by managing properties of the virtual attribute.

  9. Click Next, and then click Finish to complete the wizard.

After the new virtual attribute has been added, reconnect to the Administration Service. The new virtual attribute appears in the Virtual Attributes container under Configuration/Server Configuration.

To view or modify the value of a virtual attribute on an object

  1. Right-click the object, and select All Tasks > Advanced Properties.

  2. Select the Show all possible attributes and the Include attributes with empty values check boxes, for the list in the Advanced Properties dialog to display all attributes of the object.

  3. Click the attribute in the list, and then click the button beneath the list.

  4. In the dialog that opens, view or modify the value of the attribute.

Scenario: Implementing a Birthday attribute

This scenario illustrates how to create and use a virtual attribute to store information on the birthdays of users.

To create the Birthday attribute

  1. In the Console tree, expand Configuration > Server Configuration.

  2. Under Server Configuration, right-click Virtual Attributes, and select New > Virtual Attribute.

  3. Click Next.

  4. In the Common-Name and LDAP Display Name boxes, type Birthday, as shown in the following figure.

    Figure 263: Attribute identification

  5. Click Next.

    The Attribute Syntax page should look as shown in the following figure.

    Figure 264: Attribute syntax

  6. Click Next.

  7. On the Object Classes page, select the check box next to User, as shown in the following figure.

    Figure 265: Object classes

  8. Click Next.

  9. On the Attribute Storage window, select the Store values of this virtual attribute in the Active Roles Administration Database check box.

  10. Click Next, then click Finish to complete the wizard.

To enable the new attribute, reconnect to the Administration Service: right-click the console tree root and click Reconnect.

In the Active Roles Console, you can manage the Birthday attribute on a user account as follows:

  1. Right-click the user account and select All Tasks > Advanced Properties.

  2. In the Advanced Properties dialog, select both the Show all possible attributes and Include attributes with empty values check boxes.

  3. Click Birthday in the list of properties, then click Edit.

  4. In the Value box, type a birthday date.

  5. Click OK.

You can also manage the Birthday attribute via the Active Roles Web Interface.

First, you need to add the Birthday field to a form that displays user properties, and associate that field with the Birthday attribute. You can accomplish this by customizing the form. For instructions on how to add a field to a form, refer to the Active Roles Web Interface Administration Guide.

Then, the Birthday attribute can be managed by accessing user properties in a Web Interface site. For example, users can view and modify this attribute via Site for Self-Administration, provided that you have self-administration implemented. For more information, see Scenario 2: Implementing Self-Administration.

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