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Active Roles 7.5 - Administration Guide

Introduction About Active Roles 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
About Policy Objects Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning E-mail Alias Generation Exchange Mailbox AutoProvisioning AutoProvisioning for SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Office 365 and Azure Tenant Selection 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
Workflows
Understanding workflow Workflow activities overview Configuring a workflow
Creating a workflow definition 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
Example: Approval workflow E-mail based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic Groups Active Roles Reporting Management History
Understanding Management History Management History configuration Viewing change history
Workflow activity report sections Policy report items Active Roles internal policy report items
Examining user activity
Entitlement Profile Recycle Bin AD LDS Data Management One Identity Starling Management One Identity Starling Two-factor Authentication for Active Roles Managing One Identity Starling Connect Azure AD, Office 365, and Exchange Online management
Configuring Active Roles to manage hybrid AD objects Managing Hybrid AD Users Unified provisioning policy for Azure O365 Tenant Selection, Office 365 License Selection, and Office 365 Roles Selection, and OneDrive provisioning Office 365 roles management for hybrid environment users Managing Office 365 Contacts Managing Hybrid AD Groups Managing Office 365 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 Configuration of Active Roles
Connecting to the Administration Service Adding and removing 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 Appendix A: Using regular expressions Appendix B: Administrative Template Appendix C: Communication ports Appendix D: Active Roles and supported Azure environments Appendix E: Enabling Federated Authentication Appendix F: Active Roles integration with other One Identity and Quest products Appendix G: Active Roles integration with Duo MFA Appendix H: Active Roles integration with Okta MFA

Renaming an Access Template

To rename an Access Template, right-click the Access Template, and click Rename. Type the new name, and then press ENTER.

Renaming an Access Template does not affect its links. This is because Access Templates are referenced by immutable identifier rather than by name.

Steps for renaming an Access Template

To rename 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 rename.
  2. In the details pane, right-click the Access Template, and click Rename.
  3. Type a new name, and then press ENTER.

NOTE:

  • If an Access Template is applied within Active Roles to determine permission settings in the directory, renaming the Access Template does not cause any changes to the permission settings in the directory. When applying an Access Template, Active Roles refers to the Access Template by an internal identifier rather than by the name of the Access Template.
  • Active Roles includes a suite of pre-defined Access Templates. The name of a pre-defined Access Template cannot be modified. If you need an Access Template with a different name to have the same permission entries as a pre-defined Access Template, create a copy of the pre-defined Access Template, and then make changes to the copy. Another option is to create an Access Template and nest the pre-defined Access Template into the newly created Access Template. For instructions, see Steps for creating an Access Template, Steps for copying an Access Template, and Steps for managing nested Access Templates.

Deleting an Access Template

To delete an Access Template, you must first remove all references to the Access Template:

Then, you can perform the deletion: right-click the Access Template and click Delete.

Steps for deleting an Access Template

To delete 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 delete.
  2. In the details pane, right-click the Access Template, and then click Delete.

NOTE:

  • Once an Access Template is applied (linked) within Active Roles to determine permission settings in the directory, the Access Template cannot be deleted. You can view the links in which the Access Template participates: Right-click the Access Template, and click Links. If you need to delete the Access Template, first remove all items from the Links list. For instructions, see Steps for managing Access Template links.
  • An Access Template cannot be deleted if it is nested into another Access Template. You can view the Access Templates into which the selected Access Template is nested: On the Nesting tab, click Nested In. Double-click an item in the Nested In list to open a dialog box where you can remove the Access Template from nesting. For instructions, see Steps for managing nested Access Templates.
  • Active Roles includes a suite of pre-defined Access Templates and a number of built-in Access Templates. Neither pre-defined Access Templates nor built-in Access Templates can be deleted.
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