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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

Notification Distribution

Policies in this category are intended to automatically generate and send e-mail notifications upon deprovisioning requests. The primary purpose of such a policy is to notify designated persons about a request to deprovision a given object so as to take additional deprovisioning-related actions on that object, if necessary. When configuring a policy in this category, you can specify a list of notification recipients, and customize the subject and body of the notification message.

How this policy works

When processing a deprovisioning request, Active Roles uses this policy to determine whether anyone must be notified of the deprovisioning operation that is requested. Then, it generates a notification message and sends it to the recipients, if any specified in the policy configuration.

When a deprovisioning operation is requested, Active Roles issues a notification message regardless of operation results. Hence, a notification message cannot be considered as an indication of success or failure of the operation. Rather, it only indicates that deprovisioning has been requested. If you need to inform anybody of deprovisioning results, you should use a policy of the Report Distribution category, discussed in the next section.

Notification performs on a per-object basis: Each notification message contains information about a request to deprovision one object. When deprovisioning multiple objects, Active Roles sends multiple notification messages, one message per object.

Active Roles sends notification messages via an SMTP server. The policy configuration specifies the outbound SMTP server by using Active Roles e-mail settings that include the name of the SMTP server and information required to connect to the SMTP server.

How to configure a Notification Distribution policy

To configure a Notification Distribution policy, select Notification Distribution on the Policy to Configure page in the New Deprovisioning Policy Object wizard or in the Add Deprovisioning Policy wizard. Then, click Next to display the Notification Recipients and Message page.

On the Notification Recipients and Message page, you can set up a list of notification recipients, and make any necessary changes to the message subject and body.

To specify notification recipients, click the button next to the Notification recipients box, and then type one or more e-mail addresses. Use a semicolon to separate the addresses of the recipients.

If you need to modify the notification message, type in the Message subject or Message body box. You can use macros to enter information about the object being deprovisioned, to make the message more meaningful to the recipients.

Macros have the same syntax and semantics as values for policy conditions in Property Generation and Validation policies: An attribute’s LDAP display name enclosed in angle brackets (<>) and prefixed with the percent character (%) represents the value of that attribute. For instance, before sending a message, Active Roles replaces %<name> with the name of the object to deprovision.

When you are done, click Next to display the Outgoing Mail Server page.

On the Outgoing Mail Server page, you can select the e-mail configuration you want the policy to use, and view or modify e-mail settings in the selected configuration.

First, from the Outgoing mail server (SMTP) list, select the e-mail configuration you want the policy to use.

NOTE: By default, the Outgoing mail server (SMTP) list includes a single entry. You can add more entries to the list using the Active Roles console. In the console tree, expand Configuration/Server Configuration, right-click Mail Configuration, select New | Mail Configuration, and then follow the instructions in the wizard.

Each e-mail configuration specifies an SMTP server and provides information required to connect to that server. You can view and modify configuration parameters by clicking the Settings button.

Configuring e-mail settings

When you click the Settings button, the console displays the Properties dialog box for the selected e-mail configuration, with the Mail Setup tab that looks like the following figure.

Figure 88: Mail Setup

On this tab, you can configure the following e-mail settings:

  • Outgoing mail server (SMTP).  Specify the fully qualified address of the SMTP server to use, such as smtp.mycompany.com.
  • Port number  Specify the port number to connect to on the SMTP server. Normally, the SMTP server has this port number set to 25.
  • This server requires an encrypted connection (SSL).  Select this check box if the SMTP server requires that its clients use Secure Sockets Layer (SSL) when posting messages over the network.
  • This server requires authentication.  Select this check box if the SMTP server is configured to use Basic Authentication or Integrated Windows Authentication. Then, type the user name and password in the boxes beneath this option. By default, the Outgoing mail server (SMTP) list includes a single entry. You can add more entries to the list using the Active Roles console. In the console tree, expand Configuration/Server Configuration, right-click Mail Configuration, select New | Mail Configuration, and then follow the instructions in the wizard. passes these credentials to the SMTP server when establishing a connection.
  • Log on using Secure Password Authentication (SPA).  Select this check box if the SMTP server is configured to use Integrated Windows Authentication, in order not to transmit the actual user password across the network.
  • Sender email address.  The default e-mail address of the message sender. A valid e-mail address must be specified. Normally, this is the email address of the service account used by the Administration Service.
  • Name (used in the From field).  Specify the default name of the message sender, to be displayed in the From field of messages sent by using this e-mail configuration.

When you are done configuring the e-mail server-related settings, click OK to close the Properties dialog box for the e-mail configuration. Then, click Next and follow the instructions in the wizard to create the Policy Object.

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