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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

Retrieving saved properties

In a workflow that includes an activity of the Save Object Properties type, you can configure other activities to retrieve object properties saved by that activity:

  • By using the following expression in a Script activity: $workflow.SavedObjectProperties("activityName").get("attributeName")

    In this expression, activityName stands for the name of the Save Object Properties activity and attributeName is the LDAP display name of the attribute representing the property you want the script to retrieve. You must specify an attribute listed in the Target properties setting of the Save Object PropertiesSave Object Properties activity; otherwise, this expression returns no property value when running the workflow.

  • By adding the Workflow - Saved Object Properties token to the notification message template. For more information, see Events, recipients, messages.

  • To add the token:

    1. In the Insert Token dialog, click Workflow - Saved Object Properties in the list of tokens, and then click OK.

    2. In the dialog that appears, select the name of the Save Object Properties activity and the saved property you want the token to retrieve.

      You must select a property listed in the Target properties setting of the Save Object Properties activity; otherwise, the token you have configured returns no property value when running the workflow.

  • By choosing the Property of object from workflow data context configuration option, available in If-Else branch conditions, Search filter, Create activity, Update activity, and Add Report Section activity (see also Configuring an Add Report Section activity).

  • If you choose this option, then you need to perform the following configuration steps:

    1. In the Object Property dialog, click the link in the Target object field, and then click More choices.

    2. In the dialog that appears, click Saved Object Properties in the left pane, select the name of the Save Object Properties activity from the Activity list, and then click OK.

    3. In the Object Property dialog, click the link in the Target property field, and select the property you want.

      You must select a property listed in the Target properties setting of the Save Object Properties activity; otherwise, the entry you have configured returns no property value when running the workflow.

Modify Requested Changes activity

The Modify Requested Changes activity is intended to update the change request that started the workflow, allowing you to add or remove changes to the properties of the workflow target object at workflow execution time. For example, in a workflow that starts when the creation of an object is requested, you can use this activity to modify the properties that are going to be assigned to the new object, or change the container in which to create the object. In a workflow that starts upon a request to change an object, you can use this activity to modify the requested changes to the properties of that object.

This activity has the following configuration options:

  • Target changes: You can define the property changes to add or remove from the change request. When you configure this activity, you can choose the properties you want the activity to change and, for each property, choose to remove the property from the request, clear the property value in the request, or specify the new value to be assigned to that property. For a multi-value property, you can choose to add or remove a value from that property. The following options are available:

    • Text string: Use the given string of characters as the value of the property. You can type the string.

    • Property of workflow target object: Use the value of a certain property of the target object of the request that started the workflow. You can select the property from a list of object properties.

    • Property of workflow initiator: Use the value of a certain property of the user whose request started the workflow. You can select the property from a list of object properties.

    • Changed value of workflow target object property: Use the value that is requested to be assigned to a certain property of the workflow target object. You can select the property from a list of object properties.

    • Workflow parameter value: Use the value of a certain parameter of the workflow. You can choose the parameter from a list of the workflow parameters.

    • Property of object from workflow data context: Use the value of a certain property of the object that will be selected by the activity on the basis of the data found in the workflow run-time environment. You can choose the property and specify which object you want the activity to select at workflow run time.

    • Value generated by rule expression: Use 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 run-time environment. You can create the rule expression when you configure the activity.

  • Notification: You can configure the activity to subscribe recipients to the notifications of the following events:

    • Activity completed successfully: When configured to notify of this event, the activity causes Active Roles to send a notification email if no significant errors occurred during the run of this activity.

    • Activity encountered an error: When configured to notify of this event, the activity causes Active Roles to send a notification email if any significant errors occurred during the run of this activity.

    The notification settings specify the notification event and recipients. When run by the workflow, the activity prepares a notification message appropriate to the specified event. Active Roles retains the message prepared by the activity, and sends the message to the specified recipients upon occurrence of that event. The notification settings are similar to the notification settings of a Notification activity. For more information, see Notification activity.

  • Error handling: You can choose whether to suppress errors encountered by the activity. The following option is available: Continue workflow even if this activity encounters an error. If this option is not selected (default setting), then an error condition encountered by the activity causes Active Roles to stop the workflow. If you select this option, the workflow continues regardless of whether or not the encounters an error condition.

  • Additional settings: You can configure the activity to:

    • Change the container where to create new objects while ensuring that the policies and workflows are applied from the container where the object will actually be created rather than from the container that was originally specified in the object creation request.

    • Add or remove Active Roles controls from the request.

    Controls are certain pieces of data that can be used to provide additional information to Active Roles on how to process the request. If no controls are added to a request, then Active Roles determines how to process the request based solely on the type of the request. You can configure the activity to add certain controls to the request (include controls) or to ensure that certain controls never occur in the request (exclude controls). For information about Active Roles controls, see the Active Roles SDK documentation.

NOTE: The Modify Requested Changes activity type is unavailable in case of an automation workflow. You can add activities of this type to a change workflow only.

Configuring a workflow

Workflows provide a powerful and convenient way to add new logic to directory data management and provisioning processes in Active Roles. To configure a workflow, you create a workflow definition and then use the Workflow Designer to add and configure workflow activities.

Creating a workflow definition for a workflow

The Active Roles Console provides the Workflow Designer for creating and configuring workflows. First, you create a workflow definition. Then, you use the Workflow Designer to construct a workflow, saving the workflow configuration data in the workflow definition.

To create a workflow definition

  1. In the Active Roles Console tree, expand Configuration > Policies, right-click Workflow, and select New > Workflow.

  2. Follow the steps in the wizard for creating the workflow definition.

  3. On the Workflow Type page, accept the default setting.

By default, the wizard creates a change workflow that starts upon a request to change data in the directory. Another option is to create an automation workflow that can be run on a scheduled basis or on user demand. For more information, see Automation workflow.

Once you have created a workflow definition, you can open it in the Workflow Designer to add workflow activities and specify workflow start conditions.

You can create containers to store related workflows and other containers. To create a workflow container, right-click Workflow in the Console tree and select New > Container. To create a workflow definition in a given container, right-click the container in the console tree, and select New > Workflow.

You can delete a workflow definition as follows: In the Console tree under Configuration > Policies > Workflow, right-click the object representing the workflow definition, and click Delete.

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