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Active Roles 8.0.1 LTS - 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 Microsoft 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 Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Active Roles Add-on Manager

Active Roles Add-on Manager is an application for installing and managing add-ons for Active Roles. You can also create new addons with the solution's Add-on Editor.

For more information on installing Add-on Manager, see Steps to install Add-on Manager in the Active Roles Quick Start Guide.

Using the Add-on Manager command-line interface

You can use the Active Roles Add-on Manager from the command-line.

To run Add-on Manager

  1. Open the Windows command prompt.

  2. Navigate to the folder where the Add-on Manager is installed.

  3. Run the ActiveRolesAddOnManager_8.0.1.exe file with the appropriate parameters.

    TIP: To list the available parameters, run the following command:

    ActiveRolesAddOnManager_8.0.1.exe /?

Creating an add-on

You can create new add-ons with the Add-on Editor component of the Add-on Manager.

To create a new add-on

  1. To open the Add-on Editor, perform one of the following steps:

    • In the Windows Start menu, click Add-on Editor.

    • In the Active Roles Console, navigate to the Add-on Manager application page, and click Create New.

  2. In the Connect to Administration Service dialog, select the Active Roles Administration Service you want the Add-on Editor to connect to, then specify a user name and password.

  3. On the Create or Edit Add-on page, select Create a new add-on and click Next.

  4. On the General Add-on Settings page, configure all settings and click Next.

  5. On the Add-on Objects page, select the Active Roles objects and/or Web Interface customization items you want to include in your add-on.

    • To add Active Roles objects, click Add Active Roles Objects. Then, on the Add Active Roles Objects page, select the objects to include in your add-on. To apply your selection, click OK.

    • To add Web Interface customization items, click Add WI Customization items. On the Add Web Interface Customization Items page, specify the configuration from which you want to export customization items, then select the items to include in the add-on. To apply your selection, click OK.

  6. Once you selected the objects to include in the add-on, click Next.

  7. On the Save Add-on page, specify the file name of your add-on and click Next.

  8. On the Ready to Create Add-on page, review the settings for your add-on. If you want to specify advanced settings, click the Advanced button.

  9. (Optional) On the Advanced Settings page, configure the following settings for your add-on. To apply your advanced settings, click OK.

    • Show in Raw mode only: If selected, Add-on Manager will display your add-on only if the Active Roles Console is in Raw view mode.

    • Show Uninstall link: If selected, Add-on Manager will show the Uninstall option for your add-on in the Active Roles Console.

      NOTE: If this option is not selected, you can only uninstall your add-on later via the Add-on Manager command line.

      For the list of command-line options, use the AddOnManager.exe /? command in the Windows command prompt.

    • Show Add-on Configuration page: If selected, the add-on title link in the Add-on Manager page will open the Add-on Details dialog.

      TIP: One Identity recommends selecting this option if your add-on has a configuration page, then configuring the add-on title link to open that configuration page.

      To do so, select Show Add-on Configuration page, then supply the Distinguished Name (DN) of the application object included in your add-on.

    • Web Interface customization label: Contains the Web Interface customization label. All Web Interface customization items added by the configured add-on will be marked in the add-on XML with this label. By default, the label consists of the add-on name and version.

    • Show Web Interface customization link: If selected, Add-on Manager will provide the Web Interface Customization link for your add-on in the Active Roles Console. When clicking this customization link, you can select the Web Interface configurations and sites you want your add-on to customize, then also apply the customization items to the selected configurations and sites.

    • Apply customization to Site for Administrators: If selected, the customization items of your add-on will be applied to the Active Roles Web Interface site for Administrators.

    • Apply customization to Site for Help Desk: If selected, the customization items of your add-on will be applied to the Active Roles Web Interface site for Helpdesk.

    • Apply customization to Site for Self-Service: If selected, the customization items of your add-on will be applied to the Active Roles Web Interface site for Self-Service.

    • System Requirements: Use this setting to specify the minimum and maximum versions of Active Roles supported by your add-on.

    • Required add-ons: Use this setting to specify add-ons that must be installed before installing your add-on. To specify a new add-on, click Add.

    • Pre-install script: If selected, you can specify a script to run before installing your add-on. Enter the script in the text box of the setting.

      NOTE: Add-on Manager supports only PowerShell scripts.

    • Post-install script: If selected, you can specify a script to run after installing your add-on. Enter the script in the text box of the setting.

    • Pre-uninstall script: If selected, you can specify a script to run before uninstalling your add-on. Enter the script in the text box of the setting.

    • Post-uninstall script: If selected, you can specify a script to run after uninstalling your add-on. Enter the script in the text box of the setting.

  10. To create the add-on, click Finish.

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