Sync from Active Directory

How to Sync with Active Directory

Syncing from Active Directory will:

Add employees from AD if they don't already exist in WorkplaceManagement.
Delete employees from WorkplaceManagement if they no longer exist in AD.
Modify details of existing employees if changes are detected in AD.


Syncing from Active Directory

1. Open a WorkplaceManagement project.
2. Open the Sidebar Menu and select Tools > Project > Import.
3. Under the Employees heading, select Sync from AD. 

4. If this is the first sync, you'll be prompted to enter connection settings. Otherwise, you'll be taken directly to the mapping screen.

5. On the mapping screen, use the dropdowns on the left side to map AD attributes to WorkplaceManagement fields.

e.g. Map the AD attribute 'samaccountname' to the WorkplaceManagement field 'username'. 

The left side of the mapping screen allows you to match WorkplaceManagement fields to any of the available Active Directory attributes.

The right side of the mapping screen shows the fields and information available from Active Directory.

Note - username is a required field and must be mapped to an AD attribute containing unique values, such as as samaccountname. The key will be used in subsequent syncs to determine if a record exists, or needs to be updated.

6. Select Sync to finalize your selections initiate the process.  


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