Active Roles 7.2 - Synchronization Service Administrator Guide

Scenario 1: Create users from a .csv file to an Active Directory domain

The following scenario demonstrates how to create user accounts from a Human Resources (HR) database to an Active Directory domain. The HR database is represented by a sample Comma Separated Values (.csv) file. Depending on the user city, accounts will be created in one of the following OUs:

• Employees\New York
• Employees\Tokyo
• Employees\Amsterdam
• Employees\OtherCities

This scenario includes the following steps:

• Step 1: Create a sync workflow
• Step 2: Add a creating step
• Step 3: Run the configured creating step
• Step 4: Commit changes to Active Directory

Step 1: Create a sync workflow

To create a new sync workflow

1. Start the Synchronization Service Administration Console.
2. Open the Sync Workflows tab, and then click Add sync workflow.
3. Type a descriptive name for the sync workflow being created, and then click OK to create the sync workflow.

Step 2: Add a creating step

This section provides instructions on how to:

• Connect Synchronization Service to the source Comma Separated Values (.csv) file and target Active Directory domain.
• Add a new creating step and configure its settings, for example, specify the object attributes to create.
• Develop a Windows PowerShell script that returns the name of an Active Directory container for created user accounts.
• Preview a list of user accounts to be created.

To add a creating step

1. In the Synchronization Service Administration Console, open the Sync Workflows tab, and then click the sync workflow you created in Step 1: Create a sync workflow.
2. Click Add synchronization step.
3. On the Select an action page, select Creation, and then click Next.
4. On the Specify source and criteria page, click Specify, click Add new connected system, and then step through the wizard to add the sample Comma Separated Values (.csv) file as a connected system:
   1. Use the Connection name box to type a descriptive name for the connection being created.
   2. In the Use the specified connector list, select Delimited Text File Connector. Click Next.
   3. Click Browse to locate and select the sample Comma Separated Values (.csv) file supplied with Synchronization Service. This file is located in the folder
      <Synchronization Service installation folder>\Samples.
   4. Step through the wizard until you are on the Specify attributes to identify objects page.
   5. In the Available attributes list, select Employee ID, click Add, and then click Finish.
5. Click Next.
6. On the Specify target page, click Specify, and then step through the wizard to add the target Active Directory domain as a connected system:
   1. Use the Connection name box to type a descriptive name for the connection being created.
   2. In the Use the specified connector list, select Active Directory Connector. Click Next.
   3. Use the Domain name box to type the FQDN name of the target Active Directory domain. If necessary, adjust other connection settings on this page as appropriate. Click Finish.
7. Click the down arrow on the button provided next to the Target container option.
8. In the provided list, click PowerShell Script.
9. Insert the following script sample into the dialog box, and then click OK:

   $userCity = $srcObj["City"]
    switch ($userCity)
   {
     "New York" {$container = "OU=New York,OU=Employees,DC=mycompany,DC=com"; break}
     "Amsterdam" {$container = "OU=Amsterdam,OU=Employees,DC=mycompany,DC=com"; break}
     "Tokyo" {$container = "OU=Tokyo,OU=Employees,DC=mycompany,DC=com"; break}
     default {$container = "OU=OtherCities,OU=Employees,DC=mycompany,DC=com"; break}
   }
   $container

   NOTE: Before using the script, change the "DC=mycompany",DC=com" string as appropriate to reflect your environment. For example, if you have created the Employees OU in the testlab.ttt domain, use the following string: "DC=testlab,DC=ttt"

10. Click the down arrow on the leftmost button provided below the Rules to generate unique object name list.
11. In the provided list, click Attribute.
12. Select Logon Name, and then click OK. Click Next.
13. Expand Initial Attribute Population Rules, and then create forward sync rules to synchronize the following pairs of attributes:

    Table 111: Initial attribute population rules 

    CSV file attribute	Synchronization direction	Active Directory attribute
    Logon Name	=>	Logon Name (Pre-Windows 2000)
    First Name	=>	First Name
    Last Name	=>	Last Name
    City	=>	City

    For information on how to create rules, see Modifying attribute values by using rules.

14. Expand Initial Password, click Text, and type a password in the Set Password dialog box. Click OK.
15. Optionally, you can expand User Account Options to modify the default options to create new user accounts.
16. Click Finish to close the wizard.

Step 3: Run the configured creating step

To run the creating step

1. On the Sync Workflows tab, click Run now.
2. In the Select sync workflow steps to run dialog box, select the check box next to the step you created, and then click Full Run to run the step.

   After the synchronization step run completes, the Synchronization Service Administration Console displays a report that provides information about the objects that participated in the creating step. At this stage, the application does not commit changes to the target Active Directory domain.