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Help Center Home Power365 Platform Tenant-to-Tenant Directory Sync Migration for Active Directory Release Notes Known Limitations Support

Environments

What is an Environment?  

If a workflow is a series of action steps, an environment is the receiver of those actions. On the Select Environments screen you will choose two or more environments that the workflow will take actions against. You need at least two so that you have at least one source and one target, but you can choose several in a more complex migration scenario. For example, you may choose to read from two different environments as sources, to be written to a single target environment.

 

Where do I manage Environments?  

To manage environments, simply open the left navigation menu and click Environments, located under Settings, see figure 1.

Figure 1: Directory Sync Setup and Settings Menu

Figure 1: Directory Sync Setup and Settings Menu

 

How are Local Environments added?  

To add a local environment:

  1. On the Environments page, Click the New button. The Select your Environment type page appears.

  2. Select Local and click Next.

  3. Enter a name for your environment and click Next.

  4. Enter a name for your agent and click Next.
  5. Enter values in the following fields:

    • Target Domain Controller IP Address – The IP address of the target Domain Controller.

    • Target Domain Controller Ping Interval - The number of seconds the script will sleep between pings to the defined target domain controller. The default value is 300 seconds.

    • Timeout Before Job Failure – The number of minutes to wait after Credential Cache job is downloaded by the agent before marking the job a failure due to timeout. The default value is 180 minutes.

    • Timeout for User Credential Prompt – The number of minutes to prompt the user with a dialog box to enter their target domain credentials for caching. The default value is 5 minutes

  6. Click Save Profile. The Credential Cache Profile is added to the list.

 

How do you export a list of Users, Groups, and Contacts in an environment?  

Select an environment in the Environments table and then click Details. On the Details page, click the Export button to download a CSV file of the Users, Groups, Contacts, or Devices.

 

How do you view logs for local environments?  

Select a local environment in the Environments table and then click Password Logs or Discovery Logs to export a CSV with password or discovery information.

 

How do you discover local environments?  

Select a local environment in the Environments table and then click Discover to begin the discovery process for the environment.

 

Additional Information  

Password Sync

Alerts

What is an Alert?  

Alerts may be added to keep administrators informed of the success completion and/or failure of any workflow. Alerts are delivered as status emails to the designated recipients. For each workflow choose the previously created alerts or add a new alert. Easily add multiple recipients, by separating the addresses with a semicolon.

 

Where do I manage Alerts?  

To manage workflow alerts, simply open the left navigation menu and click Alerts, located under Settings, see figure 1.

Figure 1: Directory Sync Setup and Settings Menu

Figure 1: Directory Sync Setup and Settings Menu

 

How do you setup a new Alert?  

Follow these steps to create a new workflow alert.

  1. Login to Power365.
  2. Navigate to Alerts.
  3. Click New.
  4. Enter a Name, click Next.
  5. Enter recipients. To add multiple recipients, separate addresses with a semicolon ( ; ).
  6. Click Next.
  7. Choose Language preference, click Next.
  8. Choose which events trigger alerts.
  9. Choose Workflow Failure at a minimum.
  10. Do not choose Local Agent Offline for a Cloud only workflows and environments.
  11. Click Next.
  12. Click Finish.

 

How do you add an Alert to a workflow?  

Follow these steps to add an alert to an existing workflow.

  1. Login to Power365.
  2. Navigate to Workflows.
  3. Locate and select Write workflow created earlier.
  4. Click the Settings button.
  5. Click Alerts.
  6. Click Add.
  7. Select the Alert created in the previous steps.
  8. Click OK.
  9. Navigate to Workflows.
  10. Repeat these steps for each workflow.

 

What workflow events can generate an alert?  

You can select to have an email notification sent when the workflow finishes for the following events:

  • Workflow Completion - A notification will be sent each time your workflow completes successfully.
  • Workflow Failure - A notification will be sent each time your workflow completes successfully.
  • Local Agent Offline - A notification will be sent each time local agents go offline.

 

How do I edit an Alert?  

Alerts can be edited on the Alerts page by selecting an Alert in the table and clicking "Settings."

 

How do I enable or disable an Alert?  

Active alerts can be disabled on the Alerts page by selecting the alert in the table and clicking "Disable." Disabled alerts can be activated on the Alerts page by selecting the alert in the table and clicking "Enable."

 

Additional Information  

Workflows

Workflow Test Mode

Evaluate Changed Objects Only

Scripts

What is a script?  

A script entry is used to securely store a PowerShell script file and can be run as part of workflow at any point in the process using the Script Task.

 

Where do I manage saved Scripts?  

To manage saved scripts, simply open the left navigation menu and click Scripts, located under Settings, see figure 1.

Figure 1: Directory Sync Setup and Settings Menu

Figure 1: Directory Sync Setup and Settings Menu

 

How do you select a PowerShell script to run?  

On the Run PowerShell Scripts screen, choose an existing script to run. Stop workflow on error will stop the workflow if an error is encountered, so placement of this step within the workflow sequence must be considered.

 

How do you add a new PowerShell script?  

On the Scripts page, click the New button to add a new script to the collection. Name your script, and choose a local environment for it to apply to. Power365 Directory Sync does not validate your scripts, so be sure that you test them first in a non-production environment. Note that all scripts are run under the service account and an account with the required AD Rights must be configured to logon to the service.

Data Sets

What is a Data Set?  

Data Sets can be used in conjunction with the “LookupValue” function to find source values and replace with target values.

 

What are Data Sets used for?  

Data Sets are ideal for managing long lists of replacement strings commonly associated with Directory migration and consolidation projects.

 

For example, if a Data Set is named "Domains" and you want to replace "contoso.com" with "hr.contoso.com", set the Key Value to "contoso.com" and Return Value to "hr.contoso.com".  Then in the appropriate attribute advanced mapping (e.g. UserPrincipalName) you could reference a formula like, LookupValue('Domains', s.UserPrincipalName, null)

This formula will find contoso.com from the UserPrincipalName attribute with hr.contoso.com.

 

Some other common uses cases might be:

  • Update common attributes values like Department from the old format to the new format (e.g. HR to Human Resources)
  • Reorganize OUs but applying data sets to determine the target OU
  • Map complex environments with multiple source domains to different target domains
  • Breakdown complex text strings into smaller pieces for use within another function

 

Where do I manage saved Data Sets?  

To manage saved data sets, simply open the left navigation menu and click Data Sets, located under Settings, see figure 1.

Figure 1: Directory Sync Setup and Settings Menu

Figure 1: Directory Sync Setup and Settings Menu

 

How do I create a new Data Set?  

To create a Data Set:

  1. Select "Data Sets" under Settings in the left navigation menu.
  2. Click “New”.
  3. On the General tab, enter a name and description for the Data Set and click "Save".
  4. Click the "Values" tab.
  5. Click "New" to enter key values and return values or click "Import" to choose a file of key values and return values. If importing a data set, click "Download Example" to download an example CSV.

 

How do I import a Data Set?  

On the Data Sets details screen, click the Import button to select a CSV with Key Value and Return Value columns.

Note: The imported CSV will replace any existing data in the data set.

 

Can you export a Data Set?  

Select the data set(s) and click the Export button to generate a CSV file of existing data sets. You can then use the Import action to upload modifications to the list if desired.

 

How do I archive a Data Set?  

Select the data set(s) and click the Archive button to archive the data set(s).

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