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Active Roles 7.5 - 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 MFA Appendix H: Active Roles integration with Okta MFA

Steps for managing Policy Object links

When you apply a Policy Object (see Applying Policy Objects earlier in this document), Active Roles creates an object, referred to as a Policy Object link, that stores information about the Policy Object and about the directory object on which the Policy Object is applied. Basically, the management of policy settings in Active Roles comes to the management of Policy Objects and Policy Object links. This topic provides some instructions you can use to view or modify Policy Object links.

To view or modify Policy Object links in which a given Policy Object occurs

  1. Right-click the Policy Object, and click Policy Scope.
  2. In the Active Roles Policy Scope dialog box, do the following:
    • To create a new link, click Add, and then use the Select Objects dialog box to locate and select the object to which you want to link the Policy Object.
    • To delete a link, select it from the list and click Remove.
    • To view or modify the properties of a link, such as the inheritance options, select the link from the list and click View/Edit. (For information about inheritance options, see Steps for applying a Policy Object earlier in this document.)
    • To specify whether a link removes or puts the effect of the Policy Object on the object to which the Policy Object is linked, select the link and click Exclude or Include, respectively.

To view or modify a list of the Policy Objects on a given object

  1. Open the Active Roles Policy dialog box for the object:
    • Right-click the object, and click Enforce Policy.
    -OR-
    • Right-click the object, and click Properties. Then, on the Administration tab in the Properties dialog box, click Policy.

    The Active Roles Policy dialog box for a given object lists all the Policy Objects that determine the policy settings on that object. Use the following instructions to modify the list, if necessary.

  1. In the Active Roles Policy dialog box, do the following:
    • To define additional policy settings on the object, click Add, and then select one or more Policy Objects that determine the policy settings.
    • To remove the effect of a certain Policy Object on the object you are administering, select the Blocked check box next to the name of the Policy Object. Clear the check box if you want the Policy Object to have an effect on the object.
    • To delete a Policy Object link on the object, select the Policy Object and click Remove. (This operation can be performed if the Policy Object is linked to the object itself rather than to a container or Managed Unit that holds the object.)
    • To view or modify policies in a Policy Object, select the Policy Object and click View/Edit. (For further instructions, see Steps for modifying policies in a Policy Object earlier in this document.)
    • To display a list of the Policy Object links that determine the policy settings on the object, click Advanced. Use the following instructions to administer the list, if necessary.

To view or modify Policy Object links that determine the policy settings on a given object

  1. In the Active Roles Policy dialog box, click Advanced.
  2. In the Active Roles Policy - Advanced View dialog box, do the following:
    • To create a new link, click Add, and then select the Policy Object you want.
    • To delete a link, select it from the list and click Remove. (This operation can be performed if the Policy Object is linked to the object itself rather than to a container or Managed Unit that holds the object.)
    • To view or modify the properties of a link, such as the inheritance options, select the link from the list and click View/Edit.
    • To specify whether a link removes or puts the effect of the Policy Object on the object you are administering, select the link and click Exclude or Include, respectively.

NOTE:

  • By default, the Active Roles Policy - Advanced View dialog box for an object lists all the links that determine the policy settings on the object, regardless of whether a link was created on the object itself or on a container or Managed Unit that holds the object. To change the display of the list, clear the Show inherited check box.
  • Clicking View/Edit in the Active Roles Policy - Advanced View or Active Roles Policy Scope dialog box displays the Properties dialog box for the selected link. From the Properties dialog box, you can access the properties of both the directory object and Policy Object that are covered by the link, and view or modify the inheritance options for the link (see Steps for applying a Policy Object earlier in this document).
  • You can also manage Policy Object links on the Active Roles Policy Scope or Active Roles Policy tab in the advanced details pane, which allows you to perform the same tasks as the Active Roles Policy Scope or Active Roles Policy dialog box, respectively. Right-click a link or a blank area on the tab, and use command on the shortcut menu. The Active Roles Policy Scope tab is displayed when you select a Policy Object. Otherwise, the Active Roles Policy tab is displayed. To display the advanced details pane, check Advanced Details Pane on the View menu (see Advanced pane earlier in this document).

Steps for excluding an object from policy scope

The objects on which a given Policy Object has effect are collectively referred to as the policy scope of the Policy Object. When applying a Policy Object, you add objects to the policy scope. You can use the following instructions to exclude certain objects from the policy scope of a Policy Object, in order to remove the effect of the Policy Object on those objects.

To exclude an object from the policy scope of a Policy Object

  1. Open the Active Roles Policy dialog box for the object:
    • Right-click the object, and click Enforce Policy.

    -OR-

    • Right-click the object, and click Properties. Then, on the Administration tab in the Properties dialog box, click Policy.
  2. In the Active Roles Policy dialog box, select the Blocked check box next to the name of the Policy Object.
  3. Click OK to close the Active Roles Policy dialog box.

NOTE:

  • You can restore the effect of the Policy Object on the object that was excluded from the policy scope: In the Active Roles Policy dialog box for that object, clear the Blocked check box next to the name of the Policy Object.
  • Excluding an object from the policy scope creates a Policy Object link on that object, the link being flagged Exclude Explicitly. Restoring the effect of the Policy Object causes that link to be removed. For instructions on how to manage Policy Object links, see Steps for managing Policy Object links earlier in this document.

Copying a Policy Object

With the Active Roles console, you can create copies of Policy Objects. This feature helps you re-use existing Policy Objects.

To create a copy of a Policy Object, right-click the Policy Object, and click Copy. This opens the Copy Object wizard. Type a name and description for the copy, and then click Next.

On the next page, the wizard displays a list of policies. The list includes all policies defined in the original Policy Object. Click Finish to create the copy.

The copy has the same properties as the original Policy Object, including the policies and their configurations. You can make changes to the copy using the Properties dialog box, as described earlier in this chapter (see Adding, modifying, or removing policies).

Steps for copying a Policy Object

To copy a Policy Object

  1. In the console tree, under Configuration | Policies | Administration, locate and select the folder that contains the Policy Object you want to copy.
  2. In the details pane, right-click the Policy Object, and then click Copy to start the Copy Object - Policy Object wizard.
  3. On the first page of the wizard, do the following:
    1. In the Name box, type a name for the new Policy Object.
    2. In the Description box, type any optional information about the new Policy Object.

    Click Next.

  4. Click Finish to complete the creation of the new Policy Object.

NOTE: The copy of a Policy Object contains the same policies as the original Policy Object. You can view or modify policies by using the Properties dialog box for the newly created Policy Object. To have the console display the Properties dialog box, select Display the object properties when this wizard closes on the completion page of the Copy Object - Policy Object wizard. For instructions on how to add, modify, and remove policies from a Policy Object, see Adding, modifying, or removing policies earlier in this document.

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