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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

Allowing access to workflow containers

Automation workflow tasks require access to containers that hold workflow definition objects. By default, Active Roles allows any authenticated user to view the Configuration > Policies > Workflow container itself. You can enable appropriate users or groups to view containers held in the Workflow container by applying the Workflow - View Workflow Containers Access Template to that container.

To enable users or groups to view workflow containers

  1. In the Console tree, expand Configuration > Policies, right-click the Workflow container, and then click Delegate Control.

  2. In the Active Roles Security dialog, click Add to start the Delegation of Control Wizard.

  3. On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.

  4. On the Access Templates page in the wizard, under Access Templates > Configuration, select the Workflow - View Workflow Containers check box.

  5. Follow the instructions in the wizard and accept the default settings.

  6. Click OK in the Active Roles Security dialog.

Delegating full control of automation workflows

By giving full control of an automation workflow to a user or group, you authorize the user or group to perform the following tasks:

  • View the workflow definition.

  • Make changes to the workflow.

  • Run the workflow.

  • View the workflow run history reports.

You can delegate full control of all automation workflows held in a certain container by applying the Automation Workflow - Full Control Access Template to that container.

To delegate full control of all automation workflows held in a certain container

  1. In the Active Roles Console tree, right-click the desired container under Configuration > Policies > Workflow, and then click Delegate Control.

  2. In the Active Roles Security dialog, click Add to start the Delegation of Control Wizard.

  3. On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.

  4. On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - Full Control check box.

  5. Follow the instructions in the wizard and accept the default settings.

  6. Click OK in the Active Roles Security dialog.

It is also possible to delegate full control of a single automation workflow by applying the Access Template to the workflow definition object.

To delegate full control of a single automation workflow

  1. On the View menu, select Advanced Details Pane.

  2. In the Active Roles Console tree, under Configuration > Policies > Workflow, select the container that holds the desired workflow definition object.

  3. In the upper part of the Details pane, select the workflow definition object.

  4. In the lower part of the Details pane, on the Active Roles Security tab, right-click a blank area and click Add to start the Delegation of Control Wizard.

  5. On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.

  6. On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - Full Control check box.

  7. Follow the instructions in the wizard and accept the default settings.

Delegating the task of running automation workflows

You can authorize users or groups to run all automation workflows held in a certain container by applying the Automation Workflow - View and Run Access Template to that container. This allows the users or groups to run the automation workflow without giving them the right to make any changes to the workflow.

To delegate the task of running all automation workflows held in a certain container

  1. In the Active Roles Console tree, right-click the desired Workflow container under Configuration > Policies > Workflow, then click Delegate Control.

  2. In the Active Roles Security dialog, click Add to start the Delegation of Control Wizard.

  3. On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.

  4. On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - View and Run check box.

  5. Follow the instructions in the wizard and accept the default settings.

  6. Click OK in the Active Roles Security dialog.

It is also possible to authorize users or groups to run a single automation workflow by applying the Access Template to the workflow definition object.

To delegate the task of running a single automation workflow

  1. On the View menu, select Advanced Details Pane.

  2. In the Active Roles Console tree, under Configuration > Policies > Workflow, select the container that holds the desired workflow definition object.

  3. In the upper part of the details pane, select the workflow definition object.

  4. In the lower part of the details pane, on the Active Roles Security tab, right-click a blank area and click Add to start the Delegation of Control Wizard.

  5. On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.

  6. On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - View and Run check box.

  7. Follow the instructions in the wizard and accept the default settings.

Delegating the task of viewing the run history of automation workflows

You can authorize users or groups to view the run history of all automation workflows held in a certain container by applying the Automation Workflow - View Access Template to that container. This enables the users or groups to view run history of the automation workflow without giving them the right to modify or run the workflow.

To delegate the task of viewing run history of all automation workflows held in a certain container

  1. In the Active Roles Console tree, right-click the desired container under Configuration > Policies > Workflow, and then click Delegate Control.

  2. In the Active Roles Security dialog, click Add to start the Delegation of Control Wizard.

  3. On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.

  4. On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - View check box.

  5. Follow the instructions in the wizard and accept the default settings.

  6. Click OK in the Active Roles Security dialog.

It is also possible to authorize users or groups to view run history of a single automation workflow by applying the Access Template to the workflow definition object.

To delegate the task of viewing run history of a single automation workflow

  1. On the View menu, select Advanced Details Pane.

  2. In the Active Roles Console tree, under Configuration > Policies > Workflow, select the container that holds the desired workflow definition object.

  3. In the upper part of the details pane, select the workflow definition object.

  4. In the lower part of the details pane, on the Active Roles Security tab, right-click a blank area and click Add to start the Delegation of Control Wizard.

  5. On the Users or Groups page in the wizard, click Add, and then use the Select Objects dialog to select the desired users or groups.

  6. On the Access Templates page in the wizard, under Access Templates > Configuration, select the Automation Workflow - View check box.

  7. Follow the instructions in the wizard and accept the default settings.

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