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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

Cross-domain membership

When you configure a dynamic group, you choose containers that hold the objects you want to be included or excluded from the group. For example, you could configure a dynamic group to include all users held in a particular Organizational Unit that meet certain conditions. These parent containers of dynamic group members can be selected from any domains registered with Active Roles. Depending upon the location of the members’ parent container, the dynamic group can include objects from domains other than the domain in which the group resides (external domains).

Active Directory has restrictions regarding the types of groups that can have members from external domains, and the types of groups that can have membership in other groups. All these restrictions apply to dynamic groups. Thus, Active Roles disregards membership rules that would add external domain users to a global group. With these natural restrictions, you can configure membership rules for a dynamic group to have members from any domains that are registered with Active Roles.

Whether dynamic groups can have external members depends upon the Dynamic Groups policy. If you want dynamic groups to include objects from external domains, ensure that the Enable cross-domain membership policy option is selected. For more information, see Dynamic groups policy options.

Dynamic groups policy options

The behavior of dynamic groups is defined by the policy held in the built-in Policy Object called “Dynamic Groups”. The policy ensures that any changes made to a dynamic group with any other tool used to manage Active Directory will be discarded. The Active Roles group membership lists are determined by membership rules.

To view or modify the policy, display the Properties dialog for the Built-in Policy - Dynamic Groups Policy Object (located in container Configuration/Policies/Administration/Builtin), navigate to the Policies tab, select the policy, and click View/Edit. This displays the Policy Properties dialog.

On the Policy Settings tab in the Policy Properties dialog, you can select the following options:

  • Enable cross-domain membership: When selected, this option enables dynamic groups to have members from external domains. When cleared, it restricts the membership of each dynamic group to the objects from the domain in which the group resides.

    NOTE: Enabling cross-domain membership adds an increased load to the Dynamic Group and Group Family processing. If you want to enable cross-domain membership only on a small subset of groups, enable the virtual attribute edsvaDGCrossDomainMembershipEnabled on those groups.

    • To enable the virtual attribute edsvaDGCrossDomainMembershipEnabled on a group, set its value to TRUE.

    • To disable the virtual attribute (and cross-domain membership) on a group, either set the value to FALSE or clear the value.

  • Receive directory changes from DirSync control: Ensures that the policy correctly populates membership lists regardless of what tools are used to manage Active Directory. When this check box is not selected, some rule-based membership lists may be incompatible with membership rules. In this case, the policy only reapplies membership rules when directory changes are made by using Active Roles.

  • Include only mailbox-enabled users in dynamic distribution groups: Prevents the policy from adding users without Exchange mailbox to the distribution groups configured as Dynamic Groups.

  • Add this message to the Notes field for each dynamic group: Adds the message text to the Notes property of every dynamic group. (The Notes property is displayed in the group's Properties > General tab.)

Selecting the option that enables cross-domain membership should be considered a long-term commitment to scenarios where members of a dynamic group may reside in domains other than the domain of the dynamic group—external domains. Once you have enabled cross-domain membership, you can configure dynamic groups to include or exclude objects from any domains registered with Active Roles. However, if you decide to clear this policy option later, the dynamic groups configured to include or exclude objects from external domains will no longer function. You will have to inspect and, if needed, reconfigure your existing dynamic groups to ensure that the membership rules of each dynamic group match only objects from the domain of the dynamic group itself.

Converting a basic group to a dynamic group

To convert a basic group to a dynamic group, right-click the group, and then click Convert to Dynamic Group to start the New Membership Rule Wizard. The following figure illustrates the first page of the wizard.

Figure 155: Convert to dynamic group

On the first page of the wizard, you can select the type of the membership rule you want to configure. The text under Membership rule description explains which membership rules can be created using the rule type you select.

The Include Explicitly membership rule allows you to select objects to be statically added to the group. Active Roles ensures that the selected objects are included in the group regardless of whether they are renamed, moved to another container, or have any properties changed. With the Include Explicitly rule type, the dynamic group behaves like a basic group.

The Include by Query membership rule allows you to define criteria the objects must match to be included in the group. Active Roles dynamically populates the group membership list with the objects that have certain properties. When an object is created, or when its properties are changed, Active Roles adds it to, or removes it from, the group (depending on whether the object’s properties match the defined criteria).

The Include Group Members membership rule allows you to select the groups with the members you want to include in the dynamic group. Active Roles dynamically populates the group membership list with the objects that belong to the selected groups. When an object is added or removed from the selected groups, Active Roles adds or removes that object from the dynamic group.

The Exclude Explicitly membership rule allows you to select objects to be statically excluded from the group. Active Roles ensures that the selected objects are excluded from the group membership list, regardless of whether they are renamed, moved, or have any properties changed. The Exclude Explicitly rule takes precedence over all other types of rule. As a result, the selected objects will be excluded from the group even if a different rule states that they should be included.

The Exclude by Query membership rule allows you to define the criteria that the objects must match to be excluded from the group. Active Roles ensures that the objects with certain properties are excluded from the group membership list. Active Roles automatically removes objects from the group (depending on whether the objects’ properties match the defined criteria).

By using the Exclude Group Members membership rule, you can select which groups' members will be excluded from the given group. Active Roles ensures that the members of the selected groups are removed from the group membership list. When an object is added to any one of the selected groups, Active Roles automatically removes that object from the dynamic group.

On the first page of the wizard, select a rule type, and then click Next. On the next page of the wizard, click Add to configure the membership rule.

If you have selected the Include Explicitly or the Exclude Explicitly rule type, you are presented with the Select Objects dialog that lists users, groups, contacts, and computers. Select the objects you want to include or exclude from the dynamic group, click Add, then click OK.

If you have selected the Include Group Members or Exclude Group Members rule type, the Select Objects dialog appears. The list of objects in that dialog consists of groups. Select groups, click Add, and then click OK. All members of the selected groups will be included or excluded from the dynamic group.

If you have selected the Include by Query or Exclude by Query rule type, the Create Membership Rule dialog, similar to the Find dialog, is displayed. In that dialog, define the criteria that objects must match to be included or excluded from the dynamic group.

Click Finish to complete the New Membership Rule Wizard.

NOTE: After you have created a dynamic group with the first rule added to the group, you can add additional rules by managing the properties of the group.

If you add several membership rules and some of them conflict with each other, the conflict is resolved by a rule that defines the following order of precedence:

  1. Exclude Explicitly

  2. Include Explicitly

  3. Exclude by Query

  4. Exclude Group Members

  5. Include by Query

  6. Include Group Members

According to this, for example, the Exclude Explicitly rule takes precedence over all other types of rule. Therefore, the selected objects will be excluded from the dynamic group even if another rule states that they should be included. For example, the objects that match the criteria defined in the Include by Query membership rule, or members of a group selected in the Include Group Members rule.

Displaying the members of a dynamic group

For a dynamic group, the Membership Rules tab is added to the Properties dialog. This tab displays a list of membership rules defined for the group, and allows you to add, remove, and edit the rules.

The Members tab for a dynamic group displays a list of objects that match the criteria specified in the membership rules. On that tab, you cannot add or remove members as you can for a basic group. To add or remove particular members from a dynamic group, you might add an appropriate Include Explicitly or Exclude Explicitly membership rule.

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