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AD Sync Service Deployment

Overview​

This article provides the step-by-step procedure for installing the AD Sync Service.

Before proceeding, ensure you have read the ADSync Tool Usage Guidelines thoroughly.

Prerequisites​

  1. Create a customer in Atria to represent the customer you are syncing.

  2. Ensure the web.config file for CortexDotNet is correctly configured using the below info:
    Path: C:\inetpub\Cortex Management\CortexDotNet

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info

Ensure UserSyncAPIServer is pointing to the correct URL within the cortexweb site.
Example: http://cortexweb.automate101.com/
The URL must be accessible from the end-user's network.

If SSL is used on the cortexweb site, make sure UserSyncAPISSL is set to TRUE.

Installation Steps​

  1. On your Provisioning server, run the following command to import the AD Sync service schema:
Import-AtriaServiceSchema -Service ADSync

  1. Enable the service at the top level:

    • From the Atria menu bar, navigate to Configuration > System Manager > Service Deployment, then expand AD Sync.
    • Click Save.

  2. Enable the service at the location level:

    • Under Service Filter, select Active Directory Location Services and choose the Location you wish to deploy the service to.
    • Expand AD Sync.
    • Click Save.

  3. Provision the AD Sync service to the customer.

  4. Create a user account under the customer with the AD Sync Administrator role:

    • Password should be set to never expire

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  5. On the customer’s Domain Controller, navigate to the your Atria portal.

  6. Log in as the AD Sync Administrator.

  7. Navigate to:
    Services > AD Sync > AD Sync Download

AD Sync Download

  1. Download the AD Sync Installer.

    Alternatively, the service provider can download the installer and share it with the end-user.

  2. Run the AD Sync installer:

Installer

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  1. Enter the account password.
Enter the account

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  1. Select the events to monitor (Users, Contacts, Groups) depending on your sync requirements.
Events to watch

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  1. Modify the sync scope:
  • Remove the default "Users" group
  • Add only the specific users, groups, or contacts that should be synchronized
Sync Scope

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  1. The Connection Information should auto-fill from the web.config.
    If connection fails, revisit your configuration.
Connection Information

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  1. (Optional) Configure a Proxy Server, if required.
Proxy Server

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  1. Choose the installation destination folder.
Installation Destination Folder

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  1. Proceed with the installation.
Installation

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  1. Installation complete.
Complete

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  1. Restart the server.
Restart

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Testing and Verification​

  1. Confirm that the AD Sync Service is running under services.msc.
services.msc

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  1. Create a test user in Active Directory and add it to one of the synced groups.
  2. Verify that the new user appears in Atria.

Configuration​

For further configuration options, refer to the following:

These resources will help you manage and optimize your AD Sync Service setup.

If you experience any issues or require any assistance with this process, please contact us at support@getatria.com.