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Active Roles 8.0 LTS - 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 Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users 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 Microsoft 365 Groups Managing Azure Security Groups Managing cloud-only distribution 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 cloud-only shared 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: Active Roles integration with other One Identity and Quest products Appendix F: Active Roles integration with Duo Appendix G: Active Roles integration with Okta Active Roles Language Pack

Configuring the Identity settings of an Azure guest user

You can update the name settings of an Azure guest user in an Azure tenant with the Azure Properties > Identity tab.

Note: You can only change the First Name and Last Name settings of the guest user on this tab. You can change the rest of the identity settings when inviting the guest user. For more information, see Inviting an Azure guest user.

To update the settings 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 name settings, click the Identity tab.

    Figure 186: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > Identity — Configuring the identity-related information of an Azure Guest user

  5. Enter the First Name of the Azure guest user. If no first name has been specified in this field when inviting the Azure guest user, this text box contains the local-part of the email address where the invite has been sent.

  6. Enter the Last Name of the Azure guest user.

  7. To apply your changes, click Save.

NOTE: You can also view the following identity properties of the selected Azure guest user on this page:

  • Display Name: Shows the display name of the Azure guest user. By default, the display name consists of the specified First Name and Last Name.

    TIP: You cannot directly modify the Display Name of the guest user on this tab. To do that, use the Rename action. For more information, see Renaming an Azure guest user.

  • User Principal Name: Displays the User Principal Name (UPN) of the Azure guest user. The UPN has the following syntax:

    <azure-guest-user-email-address>#EXT#@<azure-tenant>

  • Object ID: Displays the object ID of the Azure guest user

  • Tenant Name: Displays the Azure tenant containing the Azure guest user.

Configuring the Settings of an Azure guest user

You can update the authentication settings of an Azure guest user in an Azure tenant with the Azure Properties > Settings tab. You must modify these settings typically when the geographical location of the guest user has changed (for example, because they have moved to an office located in another country), or if the guest user has received no access to the configured roles and licenses when their account has originally been created.

To configure the authentication settings 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 user authentication settings, click the Identity tab.

    Figure 187: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > Settings — Accessing the authentication settings of an Azure Guest user

  5. To restrict the login attemps with the configured Azure guest user account to a specific geographical location, in Usage Location, select the country. Active Roles will then only allow the guest user to log in, if the login attempt occurs from the country that you specified.

  6. (Optional) To grant the Azure guest user access to the configured licenses and admin roles, select Allow user to sign in and access services. If access has been granted previously, and must be revoked, then deselect this option.

    TIP: Leaving this setting clear is useful if the account of the Azure guest user is created in advance, and they require access to the assigned resources only later (for example, because their contract project starts only at a later date).

  7. To apply your changes, click Save.

Configuring the Job Info settings of an Azure guest user

You can configure job and organizational information for an existing Azure guest user in an Azure tenant with the Azure Properties > Job Info tab. This is typically required if the employment status of the guest user changes, for example their position, assigned department or employee ID is modified for some reason.

To modify the job 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 job information settings, click the Job Info tab.

    Figure 188: Directory Management > Tree View > Azure > <azure-tenant> > Azure Guest Users > <azure-guest-user> > Azure Properties > Job Info — Accessing the organizational settings of an Azure Guest user

  5. (Optional) Specify the Job Title of the guest user.

  6. (Optional) Specify the Department of the guest user to which they are assigned.

  7. (Optional) Specify the assigned company of the guest user with the Company Name setting. For example, this can be either the external company that employs the guest user, or a specific company-size unit within your organization that is contracting them.

  8. (Optional) Specify the Employee ID of the guest user, if they have one issued.

  9. (Optional) Specify the Manager the guest user reports to. Use Change... to specify or change the manager, click Properties to view information about the currently specified manager, or click Clear to remove the current selection.

  10. To apply your changes, click Save.

NOTE: The Job Info also has a Direct reports field that lists the employees or other guest users reporting to the selected guest user, if there are any.

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 189: 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.

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