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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

Deleting an Access Template

To delete an Access Template, you must first remove all references to the Access Template:

Then, you can perform the deletion: right-click the Access Template and click Delete.

Steps for deleting an Access Template

To delete 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 delete.

  2. In the details pane, right-click the Access Template, and then click Delete.

NOTE:

  • Once an Access Template is applied (linked) within Active Roles to determine permission settings in the directory, the Access Template cannot be deleted. You can view the links in which the Access Template participates: Right-click the Access Template, and click Links. If you need to delete the Access Template, first remove all items from the Links list. For instructions, see Steps for managing Access Template links.

  • An Access Template cannot be deleted if it is nested into another Access Template. You can view the Access Templates into which the selected Access Template is nested: On the Nesting tab, click Nested In. Double-click an item in the Nested In list to open a dialog where you can remove the Access Template from nesting. For instructions, see Steps for managing nested Access Templates.

  • Active Roles includes a suite of predefined Access Templates and a number of built-in Access Templates. Neither predefined Access Templates nor built-in Access Templates can be deleted.

Examples of use

This section discusses scenarios to help you understand and use the role-based administration features available in Active Roles. The following scenarios are covered:

Scenario 1: Implementing a helpdesk

This scenario shows how to use an Access Template that allows a helpdesk service to perform day-to-day operations on user accounts, such as resetting passwords, viewing user properties, locking and unlocking user accounts.

The scenario also involves a group to hold helpdesk operators. The Access Template is applied so that the group is designated as a Trustee, thus giving the administrative rights to the helpdesk operators. When both the Access Template and group are prepared, you can implement a helpdesk administration in your organization.

For example, if you need to authorize the helpdesk to manage user accounts in the Sales Organizational Unit, you must perform the following steps:

  1. Prepare a Helpdesk Access Template that defines the help desk operator permissions on user accounts.

  2. Create and populate a Helpdesk group to hold the helpdesk operators.

  3. Apply the Helpdesk Access Template to the Sales Organizational Unit, selecting the Helpdesk group as a Trustee.

As a result of these steps, each member of the Helpdesk group is authorized to perform management tasks on user accounts in the Sales Organizational Unit. The Helpdesk Access Template determines the scope of the tasks.

The following sections elaborate on each of these steps.

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