Active Directory Syncing

Transcription

1 User Guide Page 1 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of

2 1.0 Introduction The Add-On Tool makes it easy to create users and groups inside Instead of creating individual users or user groups, allows you to import users from your Windows Directory.This is especially convenient for entities with large user groups. Step 1 Import Active Directory The fourth step in the Server Wizard will enable you to import users and groups from your Active Directory. Note: In the event that you missed this step in the Server Wizard, you can also initiate the same window from within the program by clicking the Import from Active Directory Button located within the Users and Groups section of the program. 2 Click Get Users and Groups. Page 2 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of

3 3 Your Active Directory is displayed. Select the users and user groups you wish to import by clicking on them. There is no limit to how many users and groups you may select. You may also choose Select All to import all users and groups from your directory. Click Add to Page 3 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of

4 4 While importing the users, it will also check to see what groups they are linked to in Active Directory. You may import these at the same time by adding select users or selecting all. Page 4 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of

5 5 The blue efilecabinet User Icon will appear next to each imported user s name. Each user s permissions can be customized by clicking on the user and then clicking Edit. (Note: The New User, New Group, and Delete Buttons will NOT make changes to your Active Directory. These buttons are for efilecabinet changes only and will not be synced with the Active Directory.) 6 Click Next. After importing your users, you will need to set permissions on each Cabinet within the efilecabinet Program. It is recommended that you set permissions for groups instead of users, as this will make it easier to change permissions. If the groups were also imported through Active Directory, then when users are assigned to new groups in Active Directory, those changes will also be synced to efilecabinet periodically. Page 5 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of

6 7 The next time you log in to efilecabinet, click the blue Login with Windows Account link. Clicking this link verifies your Windows login credentials, matches you to your efilecabinet account, and logs you in as that user. 8 Active Directory will periodically sync both accounts and update your users and user groups, helping you to easily and accurately manage your user directory. For example, user accounts are deleted for employees that are no longer with the company. Page 6 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of

7 Page 7 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of