(Dansk version)

Overview

AD Synchronization Manager is a tool that enables your organization to synchronize user accounts, groups, and attributes from the local Active Directory (AD) to DocuNote. This ensures that all users and their associated information in DocuNote are always up-to-date with the latest data from AD, minimizing manual maintenance and reducing the risk of errors.

With this feature, administrators can automatically import and maintain users and groups from AD, so that permissions and roles in DocuNote reflect changes in AD, such as new hires, changes in department structure, or users' contact information. This way, DocuNote's access control becomes consistent and synchronized with the organization's existing IT infrastructure, saving time and improving security.

This feature is particularly useful for larger organizations that have many users and need their systems to always be up-to-date with their employee data. It ensures that all changes in AD are quickly reflected in DocuNote, without requiring manual processing.

Module permissions

Before you start using the AD Sync Manager module, please check if appropriate permissions are set up:

1. Click DocuNote tab, and then click System Setup*.*
2. In the left navigation panel switch to Roles and Permissions*.*
3. Click Roles and edit the Module Role*.*
4. Check if the following permissions are enabled under the Groups and Users module:

1. Click the Save to apply your changes, if any.

Mapping AD fields to DocuNote DB fields

To map the AD field to DocuNote database field:

1. Click the DocuNote tab and select AD Synchronization manager.