Active Directory must be connected to WorkplaceManagement before initiating an import or syncing.
Setting Up Active Directory
Importing/Syncing from an Organizational Unit(OU)
1. Open a WorkplaceManagement project.
2. Open the Sidebar Menu and select Tools > Project > Import.
3. Select either Import from AD, or Sync with AD.
4. If you're syncing or importing for the first time, you'll be taken directly to the Settings screen. Otherwise, click the blue Settings button for access.
4. Enter the Active Directory domain or IP address in the Server field, and click the test button to confirm connection, then click Save to confirm the configuration.
# Enter a Username and Password if required.
# Enter a filter to specify users imported. View search filter syntax here.
5. Click the Test button next to the Server field to test the connection to the server. Click the Test button next to the Filter field to test the filter, and number of contacts found.
6. Click the Save button to commit any changes.
It is possible to search an OU through the server field.
1. Obtain the distinguished name (DN) of the OU you would like to import users from. The DN will look similar to:
OU=NA, OU=WorkplaceManagement, DC=test,DC=com
The DN must contain the base e.g. DC=test, DC=com.
2. Enter the DN into the Server field.
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