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Microsoft Exchange Server 2013 : Role-based access control - RBAC basics

3/5/2014 3:23:30 AM
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RBAC in Exchange is often described in the form of a triangle (Figure 1) to show how roles, role groups, scopes, and assignments fit together.

A diagram showing the major parts of role-based access control as implemented in Exchange 2013: a management role (what can be done), a role group (a group of roles designed to contain sufficient functionality to accomplish some task), scope (what objects can be affected), and the role assignment, which ties everything together by linking the other components to users.

Figure 1. The RBAC triangle

These are the major elements of RBAC as implemented in Exchange:

  • Management role. A collection of role entries that define the set of cmdlets and parameters a user can run. For example, the Mailbox Import Export role permits users to import or export mailbox data to and from PSTs.

  • Management role group. A container for a group of management role entries that collectively enable a user to function in a role such as recipient management. Exchange includes a default set of management role groups, and you can define new management role groups to meet specific needs that are not served by a default role group. For example, the Discovery Management role group allows members to execute discovery searches. The EAC refers to management role groups as admin roles.

  • Management role assignment. The ability to assign a management role to an individual user or to the members of a role group (universal security group). You make a management role assignment through the Permissions section of the EAC or by running the New-ManagementRoleAssignment command.

  • Management role assignment policies. Management role groups predominantly intended for use by administrators to enable them to perform administrative tasks such as recipient management. The ability of users to work with personal data is controlled by management role assignment policies. Out of the box, Exchange provides a default role assignment policy that defines how users can update the information in their profile (contact phone numbers, display name, and so on) and distribution group membership. The default role assignment policy is automatically assigned to users when their mailbox is created or moved to an Exchange server unless another role assignment policy is explicitly assigned. A mailbox can only be assigned a single role assignment policy at a time.

  • Management role scope. The definition of the scope or the collection of objects with which a management role can work. A role such as Organization Management has a scope of the complete organization because the users who hold this role have to be able to manage any object in the entire organization. Other roles might be restricted to a particular scope such as an organizational unit (OU) in Active Directory to enable a fine granularity of management operations, such as the ability to manage mailboxes that belong to a certain region. Exchange 2013 also supports scopes based on servers and databases to enable specific administrators to manage certain objects.

  • Management role entries. Permit access to one or more cmdlets to enable a user to perform a certain task. For example, access to the New-Mailbox cmdlet enables a user to create a new mailbox. It is possible to restrict role entries to selected parameters for a cmdlet. A management role is composed of one or more management role entries.

Another way of understanding RBAC is to look at it from the perspective of the work someone does with Exchange. This will be as an administrator or as an end user. The methods RBAC uses to associate the rights the two groups need to do their work are as follows:

  • Administrators and other specialist users who have to perform operational tasks with an Exchange server gain the rights to do their work through membership in appropriate role groups. Each role group consists of a number of roles. To give an administrator permission to do something, just assign him the correct management role by putting him in the appropriate role group.

    Note

    The Organization Management role group is the most powerful because it includes nearly every role available to Exchange (with some exceptions).

  • Users don’t need to be granted membership in role groups to be able to interact with Exchange because control of their data (mailbox and mailbox settings) is granted through the default management role assignment policy. That’s a long and complicated term to explain default settings. You can access the default management role assignment policy through the user roles section under Permissions in EAC.

Before we plunge into the details of what roles, assignments, and policies mean, Table 1 helps establish a context for the discussion by associating various tasks different individuals perform in an Exchange organization with the role group that provides access to the permissions required to execute each task.

Table 1. Linking role groups to tasks

Task

Role Group required

Notes

I want to be the manager of the complete Exchange organization

Organization Management

Some roles have to be explicitly delegated before even a member of the Organization Management group can perform a task. The need to assign the Mailbox Import Export role to an account to gain access to the cmdlets to import or export mailbox data is the best example.

I want to be able to see the objects in the Exchange organization, but I don’t need to edit anything.

View-Only Organization Management

This role enables its holders to view details of configuration objects (servers, connectors, and so on) and recipients anywhere in the organization.

I want to be able to manage mailboxes and distribution groups.

Recipient Management

Members of this role group can create, edit, and delete any mail-enabled object except public folders.

I want to be able to help users maintain the settings for their mailboxes.

Help Desk

The Help Desk role group includes the User Options and View-Only Recipients roles. This set of roles might limit the effectiveness of the Help Desk role group in some companies, which is why you can modify role groups to add new roles to expand what the role group members are allowed to do.

I want to be able to manage Exchange server configuration settings.

Server Management

Members of this role group are not able to manage recipient objects unless they are also members of the Recipient Management role group. Customizations are possible to restrict the ability to manage specific servers or databases.

I need to be able to perform discovery searches and respond to legal actions.

Discovery Management

This role group also enables its members to manage the process of putting mailboxes on an in-place hold.

I need to be able to manage public folders.

Public Folder Management

Members of this group can use the public folder management options in EAC to manage public folders.

I need to manage different aspects of compliance across the organization.

Records Management

This role group allows its members to manage administrative auditing, message tracking, journaling, retention policies and tags, message classifications, and transport rules.

I need to manage the Unified Messaging servers and set up objects such as dial plans.

UM Management

This role group enables administrators to manage the Exchange Unified Messaging application (if deployed within the organization).

Now that you have some idea of how RBAC might affect the work administrators do and are familiar with the formal definitions of the terms you’ll meet, consider what these entities mean in practical terms.

 
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