On Demand Migration Current - Active Directory Users, Groups and Contact Sync Set Up Quick Start Guide

Setup

This section provides a step-by-step guide on how to set up Users, Groups and Contacts Synchronization for Microsoft Active Directory Environments. 

Setup Environments

To begin at least two (2) Active Directory environments must be configured in Directory Sync. At the end of this section there will be two (2) Active Directory environments fully configured.

An environment is an end-point connection that can control the scope of objects read. This guide will walk through how to create the source and target active directory environments.

To create a local AD environment, the following are required

• One (1) Local Administrator Account for each Microsoft Forest and/or Domain that has permissions to create, update or delete depending on the scope of your Directory Sync workflows. 

• One (1) Windows Server to install and host the Directory Sync Agent. 

Follow these steps to setup the cloud environment endpoints.  

1. Navigate to Environments

2. Click the New button

3. Click Local as the environment type, Click Next

4. Name the environment, Click Next

5. Name the local agent, Click Next

6. Note the agent registration URL and registration Key for later use, click Finish.

7. Install the agent in the Windows Server that is joined to the local AD domain.  

   1. Launch the Directory Sync Agent installation in the target workstation or server

   2. Accept the license agreement and click on next.

   3. Enter the target active directory environment information by providing the following and click next.

   4. Domain Name

   5. Global Catalog Server

   6. Username

   7. Password

   8. Enter the Directory Sync Registration URL and Agent Registration Key information and click next.

   9. In the sIDHistory Migration section, you may skip this step if sIDHistory Migration is not part of your project scope.

Note, Refer to On Demand Migration Active Directory User Guide for detailed information about agent installation and set-up requirements.

8. Once the agent is installed and the environment is discovered, click on the Setting button to access the local AD environment setting page.

9. Click on the Organization Unit tab and define the OU filter based on your project scope.

10. Click on the Filters tab and define any LDAP filter based on your project scope.

11. Click Save.

12. Repeat steps 2 – 11 for the next local environment

Setup Templates

Before we can build our workflows, it is best to set up your template(s). Templates contain common mappings and settings used to sync Users, Contacts, Devices, Groups, Office 365 Groups and Microsoft Teams. A template can then be applied to any workflow with a Stage Data step.

For the purpose of this guide, the following template will need to be configured to perform Synchronization for User, Group and Contact Objects.  This guide also assume objects will be created in the target Active Directory if there is no match found.  Additional templates may be created based on your project requirements.  Local to Local Password Sync

• Local to Local Sync

How to create a Local to Local template

1. Navigate to Templates

2. Click the New button

3. Name and Describe the template

4. In our example, we will name our template “Local to Local Sync”, Click Next

5. Click Local as the source environment type, Click Next

6. Click Local as the target environment type, Click Next

7. Set CREATE NEW USERS AS = AS-IS

8. Set UPDATE CREATED USERS= ENABLE

9. Set UPDATE MATCHED USERS= ENABLE

10. Set IF TARGET ADDRESS EXISTS setting as OVERWRITE ONCE.

11. Click Next

12. Set CREATE GROUPS AS = SKIP

13. Set UPDATE CREATED GROUPS = ENABLE

14. Set UPDATE MATCHED GROUPS = ENABLE

15. Set Convert Group Options with default settings: (See Pro Tip 17)

    1. DOMAIN LOCAL GROUPS = DOMAIN LOCAL

    2. GLOBAL GROUPS = GLOBAL

    3. UNIVERSAL GROUPS = UNIVERSAL

16. Click Next

17. Set CREATE NEW CONTACTS AS = AS-IS

18. Set UPDATE CREATED CONTACTS = ENABLE

19. Set UPDATE MATCHED CONTACTS = ENABLE

20. Click Next

21. Set CREATE NEW DEVICES AS = SKIP

22. Set UPDATE CREATED CONTACTS = DISABLE

23. Set UPDATE MATCHED CONTACTS = DISABLE

24. Click Next

25. Enter a default password, Click Next

26. Leave the SYNCHRONIZE SID HISTORY checkbox unchecked, Click Next

27. Under mappings, we can leave the settings as default or update them based on your project requirements. (See Pro Tip 16)

28. Click Next

29. Click Finish