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Power365 Current - Power365 Premium Integration Pro (Cloud to Cloud) Quick Start Guide

Appendix A

Set up a custom Template, Read, Match, Stage & Write Workflow (Use Power365 Directory Sync to create the target object and utilize the custom mapping functionality)

Custom Template

  1. While logged in to Power365

  2. Navigate to Directory Sync Dashboard

  3. From the left menu select Templates, click New

  4. Provide the template a name and description, click Next

  5. Choose the source environment type, click Next

  6. Choose the target environment type, click Next

  7. Specify how you want to sync the Users, click Next

  8. Specify how you want to sync the Groups, click Next

  9. Specify how you want to sync the O365 Groups and Teams, click Next

  10. Specify how you want to sync the Contacts, click Next

  11. Specify the default password, click Next

  12. Select the mapping you would like to modify. For the purpose of this guide, we will modify the default displayname mapping so we can create the target user object with a (GivenName, SurName) format. 

    if(( = NULL)or( = givenName = NULL),s.CN,S.givenName+","+s.surName)

  13. When finished modifying the mappings, click Next

  14. Click Finish to complete the template setup.


Read, Match, Stage, and Write workflow

  1. While logged in to Power365

  2. Navigate to Directory Sync Dashboard

  3. Click New under Workflows or click Create a Workflow from the left menu

  4. Enter a Workflow Name and Description

  5. Select your source and target cloud environments, click Next

  6. Choose One-Way Sync, click Next

  7. Click Select on the Read From step

  8. Select all cloud environments, click OK

  9. Click Select on the Match Objects step

  10. Choose the source environment

  11. Choose the target environment

Choose the desired matching attribute(s). It is recommended the same attribute pairings used for Tenant-to-Tenant matching options are used in this case

  1. Do not check the Match across All Object Types option

  2. Click Select on the Stage Data step

  3. Select a Template, in this case, make sure you select the Template created in the above step.  Click Next

  4. Choose your source Environment, click Next

  5. Choose your target Environment

  6. Choose your target domain, click Next

  7. Click Next to skip the object filter setup for the purpose of this guide.  You may configure the filter based on your project needs.  Click Finish

  8. Click Select on the Write To step

  9. Choose the Environment to write to, click OK to close the Write step dialogs. Once completed, click Next

  10. Choose your Schedule options from the following then click Next:

  11. Choose your Alert options

  12. Click Skip to set up later if required

  13. Review the Workflow Summary

  14. Click Edit to modify any desired configurations

  15. When ready, Click Finish

  16. From the Directory Sync Dashboard, select the Workflow just created and click Run

  17. When the Workflow is complete, verify the source Users are created in the target tenant


Once you have verified that Power365 Directory Sync provisioned the Users in target tenant, trigger Tenant discovery and matching via the previously configured Tenant to Tenant Premium Integration project.  Once the discovery and matching processes are completed, the target Users with their Display Name transformed will be matched to the source Users based on the matching settings configured in the Tenant to Tenant Premium Integration project.  Prepare and Provision jobs can then be submitted as you would with non-matched users.



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