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How to synchronize users and groups from the Active Directory to the Dashboard Server ?

To keep the users and groups details of the Dashboard Server up to date with the Active Directory users and groups, we have introduced the process called Active Directory Synchronization.

What is Active Directory Synchronization?

Active Directory synchronization is a process which is used to sync the details of users or groups in Dashboard Server with the Active Directory. This can be done on-demand or on a scheduled time. As a effect of this, the details of users/groups in the Dashboard Server will be same as that of the details in the Active Directory.

In this process, we can synchronize the details of a user and group with the Active Directory Server. We have two types of synchronization,

  1. User Synchronization
  2. Group Synchronization

Note: This can be performed for users or groups imported from Active Directory

User Synchronization:

The following details will be synchronized after the user synchronization.

  1. Username,
  2. First Name,
  3. Last Name,
  4. Email Address,
  5. Contact Number with the Active Directory Server.

This process will delete the user if the user has deleted from the Active Directory Server.

Group Synchronization:

The following details will be synchronized after the group synchronization.

  1. Group’s name,
  2. Description from the Active Directory Server.

 

  • This process will delete the groups if the group has been deleted from the Active Directory Server.
  • This process will delete the user from Dashboard Server group, if the user has been deleted from Active Directory Server group.
  • This process will add the user into Dashboard Server group, if a new user is added into the Active Directory group. If the new user is not present in the Dashboard Server, then a new user account will be created in the Dashboard Server and will be added into the group.

Please follow the below steps to synchronize the imported user and group with the Active Directory Server.

Step 1: Configure Active Directory Settings – Go to àadministration/user-directory-settings

Please refer the below help documentation link for further details.

https://help.syncfusion.com/dashboard-platform/dashboard-server/site-settings/active-directory

Step 2: Now import the users or groups into dashboard server – Go toà administration/user-management. Here, click button “NewUser” and from the dropdown click “Import from Active Directory” and it will redirects you into AD import page.

To import AD user into Dashboard Server, please refer the below help documentation link.

https://help.syncfusion.com/dashboard-platform/dashboard-server/administration/import-active-directory-users

To import AD groups into Dashboard Server, please refer the below help documentation link.

https://help.syncfusion.com/dashboard-platform/dashboard-server/administration/import-active-directory-groups

 Step 3: Once, users and groups imported into Dashboard Server –

Go to àadministration/ user-management. Here, we have a button called “Synchronization” and clicking the button will redirects you into the AD Synchronization page.

In Dashboard Server, this Active Directory Synchronization can be done in two ways,

  1. On Demand Synchronization
  2. Scheduled Synchronization

Step 3.1: On Demand Synchronization Process:

To sync Active Directory users, please refer the below help documentation link

https://help.syncfusion.com/dashboard-platform/dashboard-server/administration/synchronization-active-directory-users

To sync Active Directory groups, please refer the below help documentation link

https://help.syncfusion.com/dashboard-platform/dashboard-server/administration/synchronization-active-directory-groups

Step 3.2: Scheduled Synchronization Process:

The scheduled synchronization process of an Active Directory will sync both the users and groups imported from the Active Directory.

Please refer the below help documentation link for further details.

https://help.syncfusion.com/dashboard-platform/dashboard-server/site-settings/active-directory-synchronization-schedule

 

Now all the users and groups imported from the Active Directory has been updated without importing data from the Active Directory.

 

 

 

Article ID: Published Date: Last Revised Date: Platform: Control:
8032 10/09/2017 09/18/2018 Dashboard Platform Dashboard Server
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