Directory Sync Pro for Notes 20.12.02 - User Guide

Help Main

Project Overview

Synchronization

The first step in the Directory Sync Pro for Notescess is to create a profile. If you don't have any profiles listed on the Project Overview page, click on Add Profile, and follow the steps. You can edit the settings of any profile listed by selecting it, and choosing Manage.

The status column is a live status display of all sync cycles. You can also trigger a manual synchronization of any profile at any time by selecting it and choosing Run Sync. You can then choose the type of synchronization that you need.

Logs and Reports

Select any log or report for more information. If you choose to run a simulated sync, the results will be viewed as a sync report. The level of detail for the log files is determined by the profile settings.

Creating Profiles

Organizational Units

Add your organization units. Click on select OU and browse to your desired OUs. You can add multiple OUs to a single profile, or create a new profile for each, if you want to customized the settings for each OU individually.

Click on an OU to select it. Be sure a check mark appears after each selection. Click again to de-select that OU.

By default, all sub-OUs of any selected OU are also included in the profile. If that's not what you want, then uncheck the box next to it. Then, pick and choose each OU manually.

Notice the number of OUs specifically selected is reflected in the ADD button at the bottom. If you want to start over completely, choose the Refresh button. Click the Add button when you have made all selections.

You can filter the objects included in the profile by double-clicking on the profile. You can select or deselect types of objects by checking or unchecking the boxes. For more granular control, you can edit the filter boxes.