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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

Steps for removing permissions from an Access Template

To delete a permission entry from an Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to modify.

  2. In the details pane, right-click the Access Template, and click Properties.

  3. On the Permissions tab, select the permission entry you want to delete, click Remove, and then click Yes to confirm the deletion.

NOTE: Consider the following when removing permissions from an Access Template:

  • The Permissions tab lists the permission entries that are configured in the Access Template. You can use the Permissions tab to add, modify, or delete permission entries from the Access Template.

  • Once an Access Template is applied within Active Roles to determine permission settings in the directory, any changes to the list of permission entries in the Access Template causes the permission settings in the directory to change accordingly.

  • Active Roles includes a suite of predefined Access Templates. Permission entries cannot be deleted from a predefined Access Template. If you need to modify the list of permission entries found in a predefined Access Template, create a copy of that Access Template, and then make changes to the copy. For more information, see Steps for copying an Access Template.

Nesting Access Templates

Active Roles makes it possible to define permissions in an Access Template by including (nesting) other Access Templates. This reduces the work required if you need to create a new Access Template that is similar to an existing one. Instead of modifying an existing Template to add new permissions, you can nest it into a new Access Template.

This feature simplifies Access Template management by re-using the existing preconfigured or custom Access Templates. For example, if you need to add permissions to the predefined Help Desk Access Template, you can create a new Access Template, nest the Help Desk Access Template into the new Access Template, and add permissions to the new Access Template as needed.

To nest Access Templates to a given Access Template, use the Nesting tab in the Properties dialog for that Access Template.

The Nesting tab lists all Access Templates that are included (nested) in the selected Access Template, similar to the following figure:

Figure 35: Nesting Access Templates

Each entry in the list provides the following information:

  • Name: The name of the nested Access Template.

  • In Folder: Path to the container that holds the nested Access Template.

You can manage the list on the Nesting tab by using the button beneath the list:

  • Add: Click this button to select Access Templates you want to nest into the Access Template being administered.

  • Remove: Select Access Templates from the list and click this button to remove them from the Access Template being administered.

  • View/Edit: Select an Access Template from the list and click this button to view or modify the selected Access Template.

From the Nesting tab, you can also access the following information:

  • All Permissions: Displays all permissions in the Access Template, including those that come from the nested Access Templates.

  • Nested In: Displays a list of Access Templates in which the Access Template is included due to nesting.

Steps for managing nested Access Templates

To configure an Access Template to include another Access Template

  1. In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to configure.

  2. In the details pane, right-click the Access Template, and click Properties.

  3. On the Nesting tab, click Add, and then select the Access Template you want to be included in the Access Template you are configuring.

NOTE: Consider the following when nesting Access Templates:

  • Configuring an Access Template to include another Access Template is called "nesting". The Nesting tab provides a list of Access Templates that are nested into the Access Template. You can add Access Templates to the list or remove Access Templates from the list.

  • Nesting an Access Template into a target Access Template causes the list of permission entries in the target Access Template to be extended with the permission entries of the nested Access Template. Thus, if Access Template A is nested into Access Template B, all the permission entries found in Access Template A are added to the list of permission entries in Access Template B.

  • You can view a consolidated list of permission entries for the Access Template: On the Nesting tab, click All Permissions. The list includes both the permission entries that are configured in the Access Template and the permission entries found in each Access Template that is nested into the Access Template. Note that the Permissions tab in the Properties dialog box lists only those permission entries that are configured in the Access Template. The permission entries that are inherited from other Access Templates by reason of nesting are not listed on the Permissions tab.

  • You can view the Access Templates into which the selected Access Template is nested: On the Nesting tab, click Nested In. Double-clicking items in the Nested In list opens the Properties dialog box for each of the Access Templates that the selected Access Template is nested into.

  • Nesting allows you to reuse the existing predefined or custom Access Templates. For example, if you need to add permission entries to the predefined Access Template Helpdesk, then you can create a new Access Template, nest the Helpdesk Access Template into the newly-created Access Template, and add permission entries to the new Access Template as needed.

Copying an Access Template

With the Active Roles Console, you can create copies of Access Templates. This feature helps you reuse existing Access Templates. For example, if you need to modify a predefined Access Template, you can create a copy of that Access Template and then modify the copy as needed.

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

On the next page, the wizard displays a list of permission entries. By default, the list includes all entries defined in the original Access Template. You can modify the list in the same way as on the Permissions tab in the Properties dialog for an Access Template (see Adding, modifying, or removing permissions). When you are done with the list of permission entries, click Next, and then click Finish to complete the wizard.

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