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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

Parameters for an automation workflow

When you configure workflow options and start conditions for an automation workflow, you can set up workflow parameters and assign values to workflow parameters. Parameter values are used by the workflow activities when the workflow is running. An activity may retrieve the value of the desired parameter and perform the action depending upon the parameter value.

By default, the workflow does not have any parameters defined. You can add, modify (edit) or remove parameter definitions on the Parameters page. Once the definition of a parameter has been added to the workflow, you can:

  • Assign a value to the parameter: To do this, select the parameter from the list on the Parameters page and click View or change parameter value. The value assigned to the parameter is stored in the workflow definition. The workflow activities can retrieve the parameter value from the workflow definition when the workflow is running.

  • Configure the parameter so that the user can set the parameter value when starting the workflow on demand: To do this, select the parameter from the list on the Parameters page, click Edit, and then clear the Don’t show this parameter when starting the workflow on demand check box. Active Roles will prompt the user to set the parameter value when the user starts the workflow on demand. The parameter value supplied by the user will only be used during the current run of the workflow.

  • View or change various properties of the parameter: To do this, select the parameter from the list in the Parameters page, click Edit, and then use the options in the Parameter Definition dialog.

Each parameter has a number of properties that define it, including the parameter name, parameter description, syntax of parameter values, a list of acceptable parameter values, whether the parameter accepts a single value or multiple values, and whether the parameter must have a value. The acceptable values can be determined either by a static list of values or by using a script. In the latter case, the script calculates the list of the acceptable values each time the workflow is started. A script can also be used to assign a value to the parameter. The script calculates the value each time the workflow is started.

For more information about workflow parameters, see Configuring workflow parameters.

Initialization script for an automation workflow

When you configure an automation workflow, you can specify PowerShell commands you want the workflow run-time engine to run immediately after creation of the PowerShell operating environment for the script activities held in that workflow. These commands constitute the initialization script that the workflow engine runs prior to performing script activities.

With the initialization script, you can:

  • Load PowerShell modules and snap-ins. All activity scripts can use the modules and snap-ins loaded in the initialization script, without having to load the prerequisite modules or snap-ins on a per-activity basis.

  • Initialize environment-specific variables, referred to as global variables. All activity script can retrieve and update global variables, which makes it possible to exchange data between different activity scripts.

For more information, see Using the initialization script.

Using automation workflows

This section contains information and step-by-step instructions that explain how to use Active Roles to manage automation workflows. The following topics are covered:

Creating an automation workflow definition

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

To create an automation 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 New Workflow wizard:

    1. On the Name and Description page, type in a name and, optionally, a description for the new workflow.

    2. On the Workflow Type page, under This workflow is intended to start, click On user demand or on a scheduled basis (automation workflow).

    3. On the Completion page, click Finish.

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 an automation workflow definition in a given container, right-click the container in the Console tree, and select New > Workflow.

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

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