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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

Add to group activity

The Add to group activity is intended to add a certain object, such as a user, computer, or group, to particular groups in Active Directory. This activity has the following configuration options:

  • Activity target: This option lets you specify the object you want the activity to add to groups. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. For more information, see Activity target.

  • Groups: This option lets you define the groups to which you want the activity to add the object. When you configure an Add to group activity, you can specify a list of groups. For each of the groups in the list, the activity will add the object to that group. To add a group to the list, you can choose from the following options:

    • Fixed group in directory: You can select the desired group in Active Directory when you configure an Add to group activity. A unique identifier of the group is saved in the configuration of the activity. The activity will use that identifier to select the group when calculating the list of groups at workflow execution time.

    • Object from workflow data context: The group will be selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring an Add to group activity, you can specify which group you want the activity to select at workflow execution time.

    • Object identified by DN-value rule expression: The Distinguished Name (DN) of the group is specified by the string value of a certain rule expression. By using a rule expression you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure an Add to group activity.

The Add to group activity also has a number of configuration settings that are common to CRUD activities:

  • Notification: Active Roles can notify via email about whether or not the activity has encountered an error condition at run time.

  • Error handling – CRUD activities: Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.

  • "Run as" options: Determines the user account under which to run the activity.

  • Additional settings – CRUD activities: Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.

Remove from group activity

The Remove from group activity is intended to remove a certain object, such as a user, computer or group, from particular groups in Active Directory. This activity has the following configuration options:

  • Activity target: This option lets you specify the object you want the activity to remove from groups. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. For more information, see Activity target.

  • Groups - Remove the object from all groups: This options configures the activity to remove the object from all groups in Active Directory.

    NOTE: The Remove from group activity cannot remove the object from its primary group. It can only remove the object from all other groups.

  • Groups - Remove the object from these groups: This option lets you list the groups from which you want the activity to remove the object. You can specify a list of groups when you configure a Remove from group activity. For each of the groups in the list (with the exception of the object’s primary group), the activity will remove the object from that group. To add a group to the list, you can choose from the following options:

    • Fixed group in directory: You can select the desired group in Active Directory when you configure a Remove from group activity. A unique identifier of the group is saved in the configuration of the activity. The activity will use that identifier to select the group when calculating the list of groups at workflow execution time.

    • Object from workflow data context: The group will be selected by the activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Remove from group activity, you can specify which group you want the activity to select at workflow execution time.

    • Object identified by DN-value rule expression: The Distinguished Name (DN) of the group is specified by the string value of a certain rule expression. By using a rule expression you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the desired rule expression when you configure a Remove from group activity.

The Remove from group activity also has a number of configuration settings that are common to CRUD activities:

  • Notification: Active Roles can notify via email about whether or not the activity has encountered an error condition at run time.

  • Error handling – CRUD activities: Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.

  • "Run as" options: Determines the user account under which to run the activity.

  • Additional settings – CRUD activities: Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.

Move activity

The Move activity is intended to move a certain object to a particular container in Active Directory. The activity has the following configuration options:

  • Activity target: This option lets you specify the object you want the activity to move. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. For more information, see Activity target.

  • Destination container: You can specify the Organizational Unit (OU) or container to which you want the activity to move the object. The following options are available:

    • Fixed container in directory: Move the object to the given OU or container. You can select the OU or container in Active Directory when you configure a Move activity.

    • Parent OU of workflow target object: In case of a change workflow, move the object to the OU that holds the target object of the request that started the workflow.

    • Activity target object: Move the object to the OU or container created or otherwise processed by another CRUD activity at the time of executing the workflow. You can select the CRUD activity from the workflow definition when you configure a Move activity.

    • Object identified by workflow parameter: Move the object to the OU or container specified by the value of a certain parameter of the workflow. You can choose the parameter from the workflow definition when you configure a Move activity.

    • Object from workflow data context: Move the object to the OU or container that will be selected by the Move activity on the basis of the data found in the workflow environment at the time of executing the workflow. When configuring a Move activity, you can specify which OU or container you want the activity to select at workflow run time.

    • Object identified by DN-value rule expression: Move the object to the OU or container whose Distinguished Name (DN) is specified by the string value of a certain rule expression. By using a rule expression you can compose a string value based on properties of various objects found in the workflow environment at the time of executing the workflow. You can create the rule expression when you configure a Move activity.

The Move activity also has a number of configuration settings that are common to CRUD activities:

  • Notification: Active Roles can notify via email about whether or not the activity has encountered an error condition at run time.

  • Error handling – CRUD activities: Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.

  • "Run as" options: Determines the user account under which to run the activity.

  • Additional settings – CRUD activities: Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.

Deprovision activity

The Deprovision activity is intended to apply the Active Roles deprovisioning policies to a particular user or group. This activity causes Active Roles to perform all the tasks prescribed by the deprovisioning policies, thereby deprovisioning the user or group.

The activity allows you to specify the user or group object you want the activity to deprovision. You can select the object when you configure the activity, or you can configure the activity to select the appropriate object at workflow run time. For more information, see Activity target.

The Deprovision activity also has a number of configuration settings that are common to CRUD activities:

  • Notification: Active Roles can notify via email about whether or not the activity has encountered an error condition at run time.

  • Error handling – CRUD activities: Determines whether or not the workflow is allowed to continue if the activity has encountered an error condition at run time.

  • "Run as" options: Determines the user account under which to run the activity.

  • Additional settings – CRUD activities: Some advanced configuration options that allow you to adjust the processing of the operation requested by the activity.

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