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Active Roles 8.1.1 - 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 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
Modern Authentication 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

Creating and configuring an approval workflow

To implement an approval scenario where certain operations require approval in Active Roles, you create a workflow definition, configure the workflow start conditions, and add and configure approval activities (approval rules) as appropriate. All these tasks are performed using the Workflow Designer-a graphical tool included in the Active Roles Console.

When configuring workflow start conditions, you specify:

  • A type of operation, such as Create, Rename, Modify, or Delete. The workflow starts only if an operation of that type is requested.

  • A type of object, such as User, Group or Computer. The workflow starts only if the operation requests changes to an object of that type.

  • For the Modify operation type, a list of object properties. The workflow starts only if the operation requests changes to any of those properties of an object.

  • The identity of an operation requestor (initiator), such as a user, group, or service. The workflow starts only if the operation is requested on behalf of that identity.

  • A container, such as an Organizational Unit or Managed Unit. The workflow starts only if the operation requests changes to an object in that container or requests the creation of an object in that container.

  • (Optional) A filter that defines any additional conditions on entities involved in an operation. The workflow starts only if the operation satisfies those conditions. If no filter is set, then no additional conditions are in effect.

Any operation that meets all the start conditions specified on a workflow causes the workflow to start.

When configuring an approval rule within a workflow, you specify:

  • A list of approvers, such as users or groups: This setting identifies the persons who are authorized to allow or deny operations that start the workflow.

  • Notification settings: This includes workflow events to notify of, notification recipients, delivery options, and notification message template.

Creating a workflow definition for a workflow

The Active Roles Console provides the Workflow Designer for creating and configuring workflows. First, you create a workflow definition. Then, you use the Workflow Designer to construct a workflow, saving the workflow configuration data in the workflow definition.

To create a workflow definition

  1. In the Active Roles Console tree, expand Configuration > Policies, right-click Workflow, and select New > Workflow.

  2. Follow the steps in the wizard for creating the workflow definition.

  3. On the Workflow Type page, accept the default setting.

By default, the wizard creates a change workflow that starts upon a request to change data in the directory. Another option is to create an automation workflow that can be run on a scheduled basis or on user demand. For more information, see Automation workflow.

Once you have created a workflow definition, you can open it in the Workflow Designer to add workflow activities and specify workflow start conditions.

You can create containers to store related workflows and other containers. To create a workflow container, right-click Workflow in the Console tree and select New > Container. To create a workflow definition in a given container, right-click the container in the console tree, and select New > Workflow.

You can delete a workflow definition as follows: In the Console tree under Configuration > Policies > Workflow, right-click the object representing the workflow definition, and click Delete.

Specifying workflow start conditions for an Approval workflow

You can specify the start conditions for a workflow by editing its definition in the Workflow Designer. The start conditions determine which operations cause the workflow to start.

For more information, see Configuring workflow start conditions.

For example, suppose you want the creation of user accounts in a certain Organizational Unit to require approval. You can implement this scenario by configuring the workflow start conditions as follows:

  • Set type of operation to 'Create'.

  • Set type of object to 'User'.

  • Set initiator to 'Any User'.

  • Set container by selecting the Organizational Unit you want.

As a result of these conditions, the workflow will start whenever Active Roles is used to create a user account in that Organizational Unit.

Specifying approvers for an approval workflow

When constructing an approval workflow, you add one or more approval activities to the workflow definition, thereby creating approval rules, and then configure those activities to define approvers for each rule. The entities that can be designated as approvers include manager of operation requestor, manager of operation target object, and manager of container that holds operation target object. It is also possible to select any particular user or group of users for the role of approver.

Extending the previous example, suppose you want the creation of user accounts to be approved by the manager of the Organizational Unit in which the accounts are going to be created. You can implement this scenario by adding an approval activity to the workflow and then using the Properties command on that activity to select the corresponding option on the Approvers Selection page.

For more information, see Configure an Approval activity.

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