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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

Dynamic groups policy options

The behavior of dynamic groups is defined by the policy held in the build-in Policy Object called “Dynamic Groups.” The policy ensures that any changes made to a dynamic group with any other tool used to manage Active Directory will be discarded. The group mActive Rolesembership lists are determined by membership rules.

To view or modify the policy, display the Properties dialog box for the Built-in Policy - Dynamic Groups Policy Object (located in container Configuration/Policies/Administration/Builtin), go to the Policies tab, select the policy, and click View/Edit. This displays the Policy Properties dialog box.

On the Policy Settings tab in the Policy Properties dialog box, you can select the following options:

  • Enable cross-domain membership  When selected, this option enables dynamic groups to have members from external domains. When cleared, it restricts the membership of each dynamic group to the objects from the domain in which the group resides.
  • Receive directory changes from DirSync control  Ensures that the policy correctly populates membership lists regardless of what tools are used to manage Active Directory. When this check box is not selected, some rules-based membership lists may be incompatible with membership rules. In this case, the policy only reapplies membership rules when directory changes are made by using Active Roles.
  • Include only mailbox-enabled users in dynamic distribution groups  Prevents the policy from adding users without Exchange mailbox to the distribution groups configured as Dynamic Groups.
  • Add this message to the Notes field for each dynamic group  Puts the message text to the Notes property of every dynamic group. (The Notes property is displayed on the General tab in the group Properties dialog box.)

Selecting the option that enables cross-domain membership should be considered a long-term commitment to scenarios where members of a dynamic group may reside in domains other than the domain of the dynamic group—external domains. Once you have enabled cross-domain membership, you can configure dynamic groups to include or exclude objects from any domains registered with Active Roles. However, if you later decide to un-select this policy option, the dynamic groups that were configured to include or exclude objects from external domains will cease to function. You will have to inspect and, if needed, reconfigure your existing dynamic groups to ensure that the membership rules of each dynamic group match only objects from the domain of the dynamic group itself.

Managing dynamic groups

This section guides you through the Active Roles console to administer dynamic groups. The following topics are covered:

Converting a basic group to a dynamic group

To convert a basic group to a dynamic group, right-click the group, and then click Convert to Dynamic Group to start the New Membership Rule wizard. The first page of the wizard looks as shown in the following figure.

Figure 107: Convert to dynamic group

On the first page of the wizard, you can select the type of the membership rule you want to configure. The text under Membership rule description explains which membership rules can be created using the rule type you select.

The Include Explicitly membership rule allows you to select objects to be statically added to the group. Active Roles ensures that the selected objects are included in the group regardless of whether they are renamed, moved to another container, or have any properties changed. With the Include Explicitly rule type the dynamic group behaves like a basic group.

The Include by Query membership rule allows you to define criteria the objects must match to be included in the group. Active Roles dynamically populates the group membership list with the objects that have certain properties. When an object is created, or when its properties are changed, Active Roles adds it to, or removes it from, the group depending on whether the object’s properties match the defined criteria.

The Include Group Members membership rule allows you to select the groups which members you want to include in the dynamic group. Active Roles dynamically populates the group membership list with the objects that belong to the selected groups. When an object is added or removed from the selected groups, Active Roles adds or removes that object from the dynamic group.

The Exclude Explicitly membership rule allows you to select objects to be statically excluded from the group. Active Roles ensures that the selected objects are excluded from the group membership list regardless of whether they are renamed, moved, or have any properties changed. Because the Exclude Explicitly rule takes precedence over all other types of rule, the selected objects will be excluded from the group even if another rule states that they should be included.

The Exclude by Query membership rule allows you to define criteria the objects must match to be excluded from the group. Active Roles ensures that the objects with certain properties are excluded from the group membership list. Active Roles automatically removes objects from the group depending on whether the objects’ properties match the defined criteria.

The Exclude Group Members membership rule allows you to select groups whose members will be excluded from the given group. Active Roles ensures that the members of the selected groups are removed from the group membership list. When an object is added to any one of the selected groups, Active Roles automatically removes that object from the dynamic group.

On the first page of the wizard, select a rule type, and then click Next. On the next page of the wizard, click Add to configure the membership rule.

If you have selected the Include Explicitly or Exclude Explicitly rule type, you are presented with the Select Objects dialog box that lists users, groups, contacts, and computers. Select the objects you want to include or exclude from the dynamic group, click Add, and then click OK.

If you have selected the Include Group Members or Exclude Group Members rule type, the Select Objects dialog box appears. The list of objects in that dialog box consists of groups. Select groups, click Add, and then click OK. All members of the selected groups will be included or excluded from the dynamic group.

If you have selected the Include by Query or Exclude by Query rule type, the Create Membership Rule dialog box, similar to the Find dialog box, is displayed. In that dialog box, define the criteria that objects must match to be included or excluded from the dynamic group.

Click Finish to complete the New Membership Rule wizard.

NOTE: After you have created a dynamic group with the first rule added to the group, you can add additional rules by managing properties of the group.

If you add several membership rules and some of them conflict with each other, then the conflict is resolved by a rule that defines the following order of precedence:

  1. Exclude Explicitly
  2. Include Explicitly
  3. Exclude by Query
  4. Exclude Group Members
  5. Include by Query
  6. Include Group Members

According to this, for example, the Exclude Explicitly rule takes precedence over all other types of rule. Therefore, the selected objects will be excluded from the dynamic group even if another rule states that they should be included (for example, the objects that match the criteria defined in the Include by Query membership rule, or members of a group selected in the Include Group Members rule).

Displaying the members of a dynamic group

For a dynamic group, the Membership Rules tab is added to the Properties dialog box. This tab displays a list of membership rules defined for the group, and allows you to add, remove, and edit the rules.

The Members tab for a dynamic group displays a list of objects that match the criteria specified in the membership rules. On that tab, you cannot add or remove members as you can for a basic group. To add or remove particular members from a dynamic group, you might add an appropriate Include Explicitly or Exclude Explicitly membership rule.

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