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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

Configuring the Contact Info settings of an Azure guest user

You can modify the contact and location information (such as phone number, address, office location) of an Azure guest user in an Azure tenant with the Azure Properties > Contact Info tab. This is typically required if the organization requires detailed contact information for the guest user, or if any previously-configured contact information has been changed.

Note: You can only update certain Contact Info properties (such as phone numbers or email addresses) for non-administrator Azure guest users, or for Azure guest users with a specific set of limited administrator roles. For more information on these roles, see the Update User page of the official Microsoft documentation.

Attempting to update these properties for an Azure guest user with different administrative roles assigned to it will result in failure, and the following error log message appearing in the Windows Event Log:

Post-processing operation on object caused a policy violation.

To modify the contact information of an existing Azure guest user

  1. On the Active Roles Web Interface, navigate to Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users.

  2. From the list in the middle pane, select the Azure guest user that you want to update.

  3. To open the properties of the selected Azure guest user, click Azure Properties on the right pane.

  4. To open the contact information settings, click the Contact Info tab.

    Figure 125: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > Contact Info — Accessing the contact and location settings of an Azure Guest user

  5. (Optional) Specify the Mobile Phone number of the guest user.

  6. (Optional) Specify the Street Address of the guest user.

  7. (Optional) Specify the City where the guest user is located.

  8. (Optional) Specify the State or Province where the guest user is located.

  9. (Optional) Specify the Zip or Postal Code of the location of the guest user.

  10. (Optional) Specify the Country where the guest user is located.

  11. (Optional) Specify the Office where the guest user is located.

  12. (Optional) Specify the Office Phone number of the guest user, if one is issued to them.

  13. To apply your changes, click Save.

Configuring the Licenses settings of an Azure guest user

You can assign or unassign any of the Microsoft application resources in an organization to an existing Azure guest user in the Azure Properties > Licenses tab. This is typically required if the previously-configured application licenses must be modified, for example because of changes in the assignment of the guest user.

To configure the application licenses of an existing Azure guest user

  1. On the Active Roles Web Interface, navigate to Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users.

  2. From the list in the middle pane, select the Azure guest user that you want to update.

  3. To open the properties of the selected Azure guest user, click Azure Properties on the right pane.

  4. To open the application license settings, click the Licenses tab.

    Figure 126: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > Licenses — Accessing the application license settings of an Azure Guest user

  5. (Optional) If the available licenses are categorized into various headings, expand the list of the license(s) you want to add or remove from the guest user.

  6. Select the license(s) you want to assign to the guest user, or deselect the one(s) you want to remove from them.

  7. To apply your changes, click Save.

Configuring the O365 Admin Roles settings of an Azure guest user

You can grant (or revoke) O365 administration roles to (or from) an existing Azure guest user in the Azure Properties > O365 Admin Roles tab. This is typically required either when the assignment of a guest user changes, or when it is finished.

To configure the O365 admin roles of an existing Azure guest user

  1. On the Active Roles Web Interface, navigate to Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users.

  2. From the list in the middle pane, select the Azure guest user that you want to update.

  3. To open the properties of the selected Azure guest user, click Azure Properties on the right pane.

  4. To open the administration role settings, click the O365 Admin Roles tab.

    Figure 127: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > O365 Admin Roles — Accessing the administrator role settings of an Azure Guest user

  5. Select the administrator role(s) you want to grant for the guest user, or deselect the role(s) you want to revoke.

    NOTE: You can assign roles to the Azure guest user in Active Roles without any limitation. However, One Identity recommends that you assign Azure guest users only the admin roles that external contractors typically receive in your organization.

  6. To apply your changes, click Save.

Viewing or updating the Exchange Online properties of an Azure guest user

You can create, modify or view the Exchange Online properties of an existing Azure guest user with the Exchange Online option of the Active Roles Web Interface. With the Exchange Online properties, you can configure various mailbox-related settings for the guest user, such as:

  • The name of the email address.

  • Message size and delivery rules.

  • Setting up the guest user mailbox as a shared mailbox.

  • Enabling or disabling various applications (such as Outlook Web App) or protocols (such as MAPI, IMAP4, or POP3) for the mailbox.

  • Configuring Messaging Records Management (MRM) settings for the guest user mailbox.

To view and update the Exchange Online properties of an Azure guest user

  1. Navigate to Directory Management > Tree > Azure > <azure-tenant-name> > Azure Guest Users.

    The list of Azure guest users of the selected tenant is displayed.

    Figure 128: Directory Management > Tree View > Azure > <azure-tenant-name> > Azure Guest Users — Listing the Azure guest users in the tenant

  2. Select the guest user whose Exchange Online properties you want to check or update.

  3. To access the Exchange Online-specific mailbox settings, click Exchange Online Properties.

  4. In the available Exchange Online Properties tabs, configure the Exchange Online mailbox settings.

    Table 110: Available Exchange Online properties
    Page Description
    Mail Flow Settings

    View and configure rules for the emails that the Azure guest user sends or receives via the Exchange Online service of the organization.

    Delegation

    Configure the email account of the Azure guest user as a shared mailbox.

    E-mail Addresses

    View and configure email addresses for the selected Azure guest user.

    Mailbox Features

    View and configure various Exchange Online mailbox features for the Azure guest user.

    Mailbox Settings

    View and configure Messaging Records Management (MRM) settings for the Azure guest user.

  5. To apply your changes, click Close.

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