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Exchange Server 2010 : Manage Permissions (part 2) - Delegate Role-Based Permissions

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1/8/2011 4:15:31 PM

2. Delegate Role-Based Permissions

One of the powerful benefits of RBAC is that you can tailor the access model to meet the needs of your organization at a granular level. You have the ability to edit the existing role groups as well as the ability to add new roles or role groups that you design. In this section, we'll walk through the process of both editing the existing RBAC configuration and creating and using your own roles.

2.1. Customize Roles

Exchange Server 2010 comes with dozens of roles out of the box. These roles cover a wide variety of access permissions. Sometimes you might find that a built-in role handles everything you want but allows access to a cmdlet that you don't want users or administrators in the role to have access to. For example, one of the roles built into Exchange is called Mailbox Import Export. This role has permission to both export and import mail from mailboxes. But suppose that you want an administrator to be able to export mail but not import it.

If you only wanted to allow administrators to export mail, you must remove access to the Import-Mailbox cmdlet. However, you cannot modify the built-in roles. Instead, you must create a new role and give it access to the cmdlets that you want to use.

To create a new role, you can use the New-ManagementRole cmdlet. When you create the role, you will need to derive the role from an existing one. When you do this, there will be a parent/child relationship established between the roles. The child role (the one that you created) will allow all the cmdlets that the parent role allows. You will then need to go into the child role and remove the cmdlets that you don't want people with that role to have access to.

To create a custom role based on an existing role, do the following:

  1. Create the new management role.

  2. Determine which cmdlets you want to remove access to.

  3. Modify the role that you created, removing access to the management role entries that you don't want your role-holders to use.

Using our example of exporting mail, we will make a child role and use the Mailbox Import Export role as the parent. The following command can be used to create a new child role called Mailbox Export that uses the existing built-in Mailbox Import Export role as its parent:

New-ManagementRole "Mailbox Export" -Parent 

"Mailbox Import Export"

After the role is created, you can view the cmdlets that the role is allowed to run. Remember that these cmdlets were derived from the role that you designated as the parent. The following command displays these cmdlets:

Get-ManagementRole "Mailbox Export" | 

Get-ManagementRoleEntry

You can go through the list and determine which cmdlets you want to remove access to. In our scenario, we will remove access to the Import-Mailbox cmdlet. To remove a role's access to a cmdlet, you can use the Remove-ManagementRoleEntry cmdlet. You must reference the identity of the role entry (the cmdlet) as Role Name\Entry Name. For example, the role entry that we are removing in the following command is Mailbox Export\Import-Mailbox. In most cases, the name of the role entry will be the name of a cmdlet. The following example removes access to the Import-Mailbox cmdlet without asking for confirmation:

Remove-ManagementRoleEntry "Mailbox Export\Import-Mailbox" 

-Confirm: $False

2.2. Assign Roles to Administrators

After you have your roles defined in the manner that best fits your needs, you must assign those roles to people. The process for assigning roles to administrators is different from the process for assigning roles to users. You will want to assign roles to role groups and then add your administrators to the appropriate role groups. Here's the process:

  1. Determine if an existing role group already contains all of the roles that you want to use.

  2. If needed, customize a role group to contain the roles that you need.

  3. Add the administrator accounts to the appropriate role group.

2.2.1. Determine If You Can Use an Existing Role Group

If an existing role group meets your needs, it's simple to grant the roles to the administrators. You only need to make the administrator's account a member of the role group. But you first need to find out whether an existing group meets your needs. Table 12.1 earlier in this chapter provides an overview of the built-in role groups.

If you want to see for yourself what roles the existing role groups contain, you can use the EMS. The following command uses the Get-RoleGroup cmdlet to list each of the roles that the group holds:

Get-RoleGroup | ft Name, Roles

You can also get even more granular and view the list of cmdlets that a particular role has access to. The following command displays the cmdlets for the administrators in the Discovery Management role group:

Get-RoleGroup "Discovery Management" | foreach 

{ $_.Roles | Get-ManagementRole | Get-ManagementRoleEntry }

2.2.2. Use a Customized Role Group

After going through the roles available in the existing role groups, you may decide that none suit your needs and you want to customize a role group instead. When you customize a role group, you can add an existing built-in role or you can use a custom role that you created. Whether you decide to use a built-in role or your own customized role, the procedures for assigning these roles to a role group are the same.

If you recall from earlier, roles are associated with role groups using a role assignment. A role assignment assigns only one role to only one role group. Each time that role is assigned to another role group, another role assignment needs to be created. When you create the new role assignment, you can just specify the role that you want to assign and the role group that you want to assign it to. Exchange will automatically name the role assignment for you, and I recommend letting it do so.

You can create a new role assignment by using the New-ManagementRoleAssignment cmdlet in the EMS. For example, the following command assigns the Mailbox Export role to the Discovery Management role group:

New-ManagementRoleAssignment -SecurityGroup 

"Discovery Management" -Role "Mailbox Export"

You also have the option of creating a new role group if you don't want to use an existing one. To create a new role group, use the New-RoleGroup cmdlet in the EMS. The following example creates a new role group called Lawyers:

New-RoleGroup "Lawyers" -Roles "Mailbox Search", 

"Mailbox Import Export"

After you have created a custom role group, you can use the same process of creating a role assignment for the group in order to assign roles to it.

2.2.3. Add Administrators to a Role Group

You can add administrators to role groups in one of two ways:

  • Add the administrator to the group through the Exchange Control Panel.

  • Use the Exchange Management Shell to add the administrator with a cmdlet.

To add the administrator to the role group using the ECP, use the following steps:

  1. Open the Exchange Control Panel by browsing to the ECP URL from an Internet browser. The URL is typically the URL of the Client Access server with /ecp—for example, https://mail.contoso.com/ecp.

  2. Log on to the ECP with an account that has privileges to modify the membership of the role group.

  3. When the ECP loads, ensure that the Select What To Manage box in the upper left of the page is set to My Organization. Then click the Administrator Roles icon.

  4. In the list of role groups, select the group that you want to add the administrator to and click the Details button, as shown in Figure 3.

  5. The Role Group dialog box will launch and list the roles that are assigned to the group. To add a member to the group, click the Add button in the Members section near the bottom of the dialog box.

  6. In the Select Members dialog box, choose the accounts that you want to add to the role group and click the Add button. After you are finished selecting accounts, click OK to close the Select Members dialog box.

  7. Back in the Role Group dialog box, the accounts that you selected should have been added to the list of members. Click the Save button to make the changes and close the Role Group dialog box.

You can also use the EMS to add administrators to a role group. You will use the Add-RoleGroupMember cmdlet to do this. Specify the name of the role group and use the Member parameter to specify the account that you are adding to the group, as shown in the following example:

Add-RoleGroupMember "Lawyers" -Member "Nora Shea"

Figure 3. Modify the membership of role groups using the ECP.

2.3. Assign Roles to Users

In addition to giving permissions to resources for administrators, RBAC is also used in Exchange Server 2010 to delegate access to end users. Your end users typically won't be modifying Exchange server settings or organization settings. However, they may need to modify their personal information, such as address or phone number, or they may need permissions to manage their own distribution groups. In order to do this, you will need to assign roles to your users.

Users aren't added to role groups like administrator accounts are. Instead users are assigned roles by using a role assignment policy. Each user account can have only one role assignment policy defined.

Exchange defines a default role assignment policy. The default role assignment policy allows users to manage OWA settings, contact information, voice mail, text messaging, and distribution group membership. In most cases, the default policy will suit your needs.

You have the option of creating your own role assignment policy and assigning your own roles to it. You can override the default policy for user accounts and use your custom policy instead. Using a custom role assignment policy involves three steps:

  1. Create the new role assignment policy.

  2. Add roles to the policy.

  3. Assign the policy to the users who you want it to apply to.

2.3.1. Create a New Role Assignment Policy

To create a new role assignment policy, you can use the New-RoleAssignmentPolicy cmdlet in the EMS. You only need to specify the name of the policy. You will link the roles to the policy in a later step. The following example creates a custom role assignment policy:

New-RoleAssignmentPolicy "Enhanced User Role Policy"

You can determine whether you want your new policy to take the place of the existing default role assignment policy that is applied to new mailboxes. If you want to use the new policy as the default policy, add the IsDefault parameter to the command:

New-RoleAssignmentPolicy "Enhanced User Role Policy" 

-IsDefault

2.3.2. Add Roles to the Role Assignment Policy

After the policy is created, you can add roles to the policy. Similarly to RBAC for administrator roles, you use the New-ManagementRoleAssignment cmdlet to add the roles. For example, to add the custom management role called Extended Attribute Modification to the Enhanced User role policy, use the following command:

New-ManagementRoleAssignment -Role "Extended Attribute 

Modification" -Policy "Enhanced User Role Policy"

2.3.3. Assign the Role Assignment Policy to Mailboxes

The final step is to assign the policy to the users that you want the policy to apply to. If you set the policy as the default policy, it only applies to new mailboxes. Existing mailboxes will need to be changed manually.

To modify the role assignment policy for a mailbox, you must use the Set-Mailbox cmdlet with the RoleAssignmentPolicy parameter. The following sample command shows how to configure this:

Set-Mailbox lincoln -RoleAssignmentPolicy 

"Enhanced User Role Policy"

Setting a role assignment policy on a mailbox overrides any existing role assignment policies that may be in place. Each mailbox can only have one role assignment policy assigned to it.



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