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Active Roles 8.1.1 - Administration Guide

Introduction 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
Provisioning Policy Objects Deprovisioning Policy Objects How Policy Objects work Policy Object management tasks Policy configuration tasks
Property Generation and Validation User Logon Name Generation Group Membership AutoProvisioning Exchange Mailbox AutoProvisioning AutoProvisioning in SaaS products OneDrive Provisioning Home Folder AutoProvisioning Script Execution Microsoft 365 and Azure Tenant Selection E-mail Alias Generation 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
Using rule-based and role-based tools for granular administration Workflows
Key workflow features and definitions About workflow processes Workflow processing overview Workflow activities overview Configuring a workflow
Creating a workflow definition for a workflow Configuring workflow start conditions Configuring workflow parameters Adding activities to a workflow Configure 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
Approval workflow Email-based approval Automation workflow Activity extensions
Temporal Group Memberships Group Family Dynamic groups Active Roles Reporting Management History Entitlement profile Recycle Bin AD LDS data management One Identity Starling Join and configuration through Active Roles Managing One Identity Starling Connect Configuring linked mailboxes with Exchange Resource Forest Management Configuring remote mailboxes for on-premises users Azure AD, Microsoft 365, and Exchange Online Management
Configuring Active Roles to manage Hybrid AD objects Managing Hybrid AD users
Creating a new Azure AD user with the Web Interface Viewing or updating the Azure AD user properties with the Web Interface Viewing or modifying the manager of a hybrid Azure user Disabling an Azure AD user Enabling an Azure AD user Deprovisioning of an Azure AD user Undo deprovisioning of an Azure AD user Adding an Azure AD user to a group Removing an Azure AD user from a group View the change history and user activity for an Azure AD user Deleting an Azure AD user with the Web Interface Creating a new hybrid Azure user with the Active Roles Web Interface Converting an on-premises user with an Exchange mailbox to a hybrid Azure user Licensing a hybrid Azure user for an Exchange Online mailbox Viewing or modifying the Exchange Online properties of a hybrid Azure user Creating a new Azure AD user with Management Shell Updating the Azure AD user properties with the Management Shell Viewing the Azure AD user properties with the Management Shell Delete an Azure AD user with the Management Shell Assigning Microsoft 365 licenses to new hybrid users Assigning Microsoft 365 licenses to existing hybrid users Modifying or removing Microsoft 365 licenses assigned to hybrid users Updating Microsoft 365 licenses display names
Unified provisioning policy for Azure M365 Tenant Selection, Microsoft 365 License Selection, Microsoft 365 Roles Selection, and OneDrive provisioning Microsoft 365 roles management for hybrid environment users Managing Microsoft 365 contacts Managing Hybrid AD groups Managing Microsoft 365 Groups Managing cloud-only distribution groups Managing cloud-only dynamic distribution 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 cloud-only shared mailboxes
Modern Authentication Managing the configuration of Active Roles
Connecting to the Administration Service 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 Using regular expressions Administrative Template Communication ports Active Roles and supported Azure environments Integrating Active Roles with other products and services Active Roles Language Pack Active Roles Diagnostic Tools Active Roles Add-on Manager

Steps for copying an Access Template

To copy 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 copy.

  2. In the details pane, right-click the Access Template, and then click Copy to start the Copy Object - Access Template wizard.

  3. On the first page of the wizard, do the following, and then click Next:

    1. In the Name box, type a name for the new Access Template.

    2. In the Description box, type any optional information about the new Access Template.

  4. On the second page of the wizard, you can add, modify, and delete the permission entries that were copied from the original Access Template. Do the following, and then click Next:

    • To add a permission entry to the new Access Template, click Add.

    • To modify a permission entry for the new Access Template, select the entry from the list, and click View/Edit.

    • To delete a permission entry from the new Access Template, select the entry from the list, and click Remove.

    For detailed instructions on how to add or modify a permission entry, see Steps for creating an Access Template earlier in this document.

  5. Click Finish to complete the creation of the new Access Template.

Exporting and importing Access Templates

With the Active Roles Console, you can export Access Templates to an XML file and then import them from that file to populate another instance of Active Roles. The export and import operations provide a way to move Access Templates from a test environment to a production environment, and vice versa.

NOTE: When you export and then import an Access Template, only permission entries are transferred. The Access Template links are not exported, and therefore you need to reconfigure them manually after you imported the Access Template.

To export Access Templates, select them, right-click the selection, and select All Tasks > Export. In the Export Objects dialog, specify the file where you want to save the data, and click Save.

To import Access Templates, right-click the container where you want to place the Access Templates, and then click Import. In the Import Directory Objects dialog, select the file to which the Access Templates were exported, and click Open.

Renaming an Access Template

To rename an Access Template, right-click the Access Template, and click Rename. Type the new name, and 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: Consider the following when renaming an Access Template:

  • 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 predefined Access Templates. The name of a predefined Access Template cannot be modified. If you need an Access Template with a different name to have the same permission entries as a predefined Access Template, create a copy of the predefined Access Template, and then make changes to the copy. Another option is to create an Access Template and nest the predefined Access Template into the newly- created Access Template. For more information, see Steps for creating an Access Template, Steps for copying an Access Template, and Steps for managing nested Access Templates.

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