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Active Roles 8.2 - Administration Guide

Introduction Getting started with Active Roles Configuring rule-based administrative views Configuring role-based administration Configuring rule-based autoprovisioning and deprovisioning
Configuring Provisioning Policy Objects
User Logon Name Generation E-mail Alias Generation Exchange Mailbox AutoProvisioning Group Membership AutoProvisioning Home Folder AutoProvisioning Property Generation and Validation Script Execution O365 and Azure Tenant Selection AutoProvisioning in SaaS products
Configuring Deprovisioning Policy Objects
User Account Deprovisioning Group Membership Removal User Account Relocation Exchange Mailbox Deprovisioning Home Folder Deprovisioning User Account Permanent Deletion Office 365 Licenses Retention Group Object Deprovisioning Group Object Relocation Group Object Permanent Deletion Script Execution Notification Distribution Report Distribution
Configuring entry types Configuring a Container Deletion Prevention policy Configuring picture management rules Managing Policy Objects Checking for policy compliance Deprovisioning users or groups Restoring deprovisioned users or groups Configuring policy extensions
Using rule-based and role-based tools for granular administration Workflows
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 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
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 Migrating Active Roles configuration with the Configuration Transfer Wizard Managing Skype for Business Server with Active Roles
About Skype for Business Server User Management Active Directory topologies supported by Skype for Business Server User Management User Management policy for Skype for Business Server User Management Master Account Management policy for Skype for Business Server User Management Access Templates for Skype for Business Server Configuring the Skype for Business Server User Management feature Managing Skype for Business Server users
Exchanging provisioning information with Active Roles SPML Provider Monitoring Active Roles with Management Pack for SCOM Configuring Active Roles for AWS Managed Microsoft AD Azure AD, Microsoft 365, and Exchange Online Management
Azure tenant types and environment types supported by Active Roles Using Active Roles to manage Azure AD objects Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Changes to Active Roles policies for cloud-only Azure objects
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 Configuring federated authentication Communication ports and URLs used by Active Roles Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Creating and configuring a Group Membership AutoProvisioning Policy Object to add users to a specified group

You can create the Group Membership AutoProvisioning policy that is described in Example: Adding users to a specified group with the New Provisioning Policy Object Wizard.

To assign users to a specific group with the Group Membership AutoProvisioning Policy Object

  1. In the Console tree, navigate to Configuration > Policies > Administration.

  2. To open the New Provisioning Policy Object Wizard dialog, right-click Administration, then select New > Provisioning Policy.

  3. On the Name and Description page, provide a unique Name for the new Policy Object. Optionally, also provide a Description. To continue, click Next.

  4. Select the Group Memberships AutoProvisioning policy type for configuration.

    For more information, see Configuring a Group Membership Removal policy.

  5. To accept the default object type (User) for the policy, on the Object Type Selection page, click Next.

  6. To display the Set Up Condition dialog, on the Policy Conditions page, click Add.

  7. Configure the condition as follows:

    1. Click the Property button, then select the Department property. To apply your change, click OK.

    2. In the Value field, enter Sales.

    After you complete these steps, the Set Up Condition dialog must look as follows:

    Figure 28: Set Up Condition

    To close the Set Up Condition dialog, click OK.

  8. On the Policy Conditions page, click Next.

  9. On the Policy Action page, click Add object to groups if object satisfies policy conditions, then click Next.

  10. On the Group Selection page, click Add and use the Select Objects dialog to locate the Sales group.

  11. Click Next, then follow the instructions in the wizard to create (and optionally, immediately apply) the Policy Object.

  12. To apply the Policy Object:

    • Use the Enforce Policy page in the New Policy Object Wizard.

    • Alternatively, complete the New Policy Object Wizard, then use the Enforce Policy command on the domain, OU, or Managed Unit where you want to apply the policy.

    For more information on how to apply a Policy Object, see Linking Policy Objects to directory objects.

    TIP: When provisioning cloud-only Azure users or guest users, you can either select the respective object category (such as the Azure user or Azure guest user node) in this step, or the Azure tenant that contains the Azure objects.

Home Folder AutoProvisioning

Home Folder AutoProvisioning policies automate the creation or renaming of user home folders and home shares when creating or renaming user accounts via Active Roles.

With this policy, you can:

  • Specify the server on which to create home folders and home shares.

  • Define how to set permissions for new home folders and shares.

  • Specify naming conventions for new home folders and home shares.

  • Limit the number of concurrent connections to home shares.

For example, using the Home Folder AutoProvisioning policy, you can define a corporate rule so that every time a user account is created with Active Roles, the system also creates a folder on a network file share and assigns it as the user’s home folder.

For a detailed description of this policy, see Concept: Home Folder AutoProvisioning in the Active Roles Feature Guide.

Configuring a Home Folder AutoProvisioning policy

You can create a new Home Folder AutoProvisioning policy with the Active Roles Console.

To configure a Home Folder AutoProvisioning policy

  1. On the Policy to Configure page, select Home Folder AutoProvisioning, then click Next.

    Figure 29: Home folder management

  2. On the Home Folder Management page, do the following:

    • From the Connect list, select the drive letter to which you want the policy to map the home folder.

    • In the To box, specify a network path to the home folder. The path must include a common share at one level above the home folders. For example, if you want to create home folders on the share Home of the server Ant, use the following path:

      \\Ant\Home\%username%

      NOTE: Paths containing just the server and username, like \\SERVER\%username% are not valid.

    • To have the policy verify that the home folder path and name on user accounts are set in compliance with this policy, select Enforce this home folder setting in Active Directory.

      When this check box is cleared, the policy allows home folder paths and names that differ from the path and name prescribed by the policy.

    • To have Active Roles automatically set the home folder properties in accord with this policy upon user account creation in Active Directory, select Apply this home folder setting when user account is created.

    • To have Active Roles automatically set the home folder properties in accord with this policy upon user account renaming in Active Directory, select Apply this home folder setting when user account is renamed.

    • To have Active Roles attempt creation or renaming of a (non-local) home folder on the file server when home folder properties are set or changed on a user account in Active Directory, select Create or rename home folder on file server as needed.

      If you want to configure the policy so that it not only sets home folder properties on user accounts in Active Directory but also creates or renames home folders and home shares in accord with the policy settings, you must keep the Create or rename home folder on file server as needed check box selected (this is the default setting). If the check box is cleared, then the policy can only set or verify home folder properties on user accounts in Active Directory.

    • Specify how you want the policy to configure permission settings on home folders. You can choose from the following options:

      • Copy user permissions on home folder from parent folder: Upon creation or renaming of a home folder for a user account, ensures that the user account has the same rights on the home folder as on the folder in which the home folder resides.

      • Set user as home folder owner: Upon creation or renaming of a home folder for a user account, ensures that the user account is set as the owner of the home folder.

      • Set user permissions on home folder: Upon creation or renaming of a home folder for a user account, ensures that the user account has the specified access rights on the home folder (such as Change Access or Full Access).

    Click Next.

  3. On the Home Share Management page, specify settings for user home shares. Do the following:

    • Select Create home share when home folder is created or renamed for the policy to create or rename the home share when creating or renaming the home folder.

    • (Optional) In Share name prefix and Share name suffix, type a prefix and suffix for the name of the home share.

    • (Optional) In Description, type a comment to add to the home share.

    • If you want to limit the number of users that can connect to the share at a time, click Allow this number of users and specify the maximum number of users in the box next to that option. Otherwise, click Maximum allowed.

    Click Next.

  4. On the Enforce Policy page, you can specify objects to which this Policy Object is to be applied:

    • Click Add, and use the Select Objects dialog to locate and select the objects you want.

  5. Click Next, then click Finish.

Connect <Drive Letter> to <Network Path>

Upon creation or renaming of a user account, the policy can configure the user account in Active Directory to connect the home folder to the specified network path. From the Connect list, select the drive letter to which you want the policy to map the home folder. In the To box, specify a network path to the home folder. Ensure that the path meets the following requirements:

  • A valid network path must begin with the UNC name of a network file share, such as \\Server\Share\, and should normally include the %username% notation. For example, with the Connect: Z: To: \\Server\Share\%username% option, the policy can configure a user account in Active Directory so that the Home Drive property of the user account is set to Z: and the Home Directory property of the user account is set to \\Server\Share\LogonName where LogonName stands for the pre-Windows 2000 logon name of the user account.

  • The path must include a common share at one level above the home folders. For example, if you type \\Comp\Home\%username%, the policy creates home folders on the share Home on the server Comp, with the name of the folder being the same as the user logon name (pre-Windows 2000). The path \\Comp\%username% is invalid.

  • The folder on the network file share in which you want the policy to create home folders must be listed in the Home Folder Location Restriction policy. For instructions on how to view or modify the list see Configuring the Home Folder Location Restriction policy.

  • If you want the policy to create home shares (see Set user permissions on home folder), you should not specify an administrative share, such as C$, as the common share in the To box. Otherwise, the policy may be unable to create home shares when creating home folders. Thus, if you specify \\Comp\C$\%username%, the policy can successfully create home folders in the folder C:\ on the computer Comp, but it may fail to create home shares.

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