Directory Sync Pro for Active Directory 20.11 - User Guide

Project Overview

Synchronization

The first step in the Directory Sync process 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

Profile Security Delegation

The Profile Security Delegation feature allows you to control and delegate access to Synchronization Profiles by entering a list of users to grant access. For example, you may want to restrict access to a synchronization profile to a business unit or national team. Only profiles which users have access to will be available to them in Directory Sync Pro for Active Directory and Migrator Pro for Active Directory.

To control access to a Synchronization Profile:

1. Check Enable Profile Security Delegation in the Profile wizard or on the Manage Settings General Profile Info page.
2. Enter the list of users that can access the profile in DOMAIN\Username format. Users must be separated by comma. Note that users added to the list must be in the BTDirSyncPro group of the local machine.

Note: The profile creator will always have access to the profile.

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.