(Dansk version)

Active Directory synchronization service allows you to regularly synchronize the user accounts in the AD to a specific domain on the server. When the service is running, the synchronization is performed automatically once a day.

If there is a need for the immediate update, you can start the synchronization manually by clicking the DocuNote icon, navigating to Action center module, and then clicking the Force AD synchronization button.

The date the Active Directory was synchronized last time is displayed next to Last AD sync.

<aside> ⚠️ Please note:

• If the Action center module is not available, please check if the Allow access to action center permission is enabled under Module Role in System setup. </aside>

The time when synchronization is perforemed as well as the AD groups which are synchronized, are defined during installation. The service will perform the synchronization using the time set on the server where AD synchronization service is installed.

The data that is synchronized includes:

• Groups and users between AD and DocuNote;
• Relationships between groups (groups in groups);
• Relationships between users and groups;
• Relevant user metadata between AD and DocuNote

<aside> 💡

Tip:

• From DocuNote version 7.1, the previous limit (for directories with max 1000 groups and users) in Active Directory synchronization is removed, enabling reliable syncing in very large directories. </aside>

The metadata that is synchronized from AD to DocuNote can be used for merging into documents. In that way, a user phone number can be put into a newly created document.

The following table provides the metadata that is synchronized. This information is not directly intended for regular users, and is for administrators mostly.

| AD label | AD field name (LDAP) | DocuNote field in DB | DocuNote type | System field name (used for merge) | | --- | --- | --- | --- | --- | | First name | givenName | tblUser.FirstName | | Document_CreatedBy_First_Name | | Initials | initials | tblUser.Initials | | Document_CreatedBy_Initials | | Last name | sn | tblUser.LastName | | Document_CreatedBy_Last_Name | | Display name | displayName | tblUser.UserName | | Document_CreatedBy_DisplayName | | Description | description | tblUser.Description | | Document_CreatedBy_Description | | Office | physicalDeliveryOfficeName | tblUser.Office | | Document_CreatedBy_Office | | Telephone number | telephoneNumber | tblPhone.PhoneNumber | @UserSync_Phone (and primary phone) | Document_CreatedBy_Primary_Phone | | E-mail | mail | tblEmailAddress.Email | @UserSync_Email (and primary e-mail) | Document_CreatedBy_PrimaryEmail | | Web page | wWWHomePage | tblUser.WebPage | | Document_CreatedBy_Domain | | Street | streetAddress | tblAddress.Street | @UserSync_Address (and primary street) | Document_CreatedBy_Primary_Address_Street | | P.O. Box | postOfficeBox | tblAddress.Street | @UserSync_Address | Document_CreatedBy_Primary_Address_Street | | City | l | tblAddress.City | @UserSync_Address | Document_CreatedBy_Primary_Address_City | | State/province | st | tblAddress.Region | @UserSync_Address | Document_CreatedBy_Primary_Address_Region | | Zip/postal Code | postalCode | tblAddress.ZipCode | @UserSync_Address | Document_CreatedBy_Primary_Address_Zip_code | | Country/region | co | tblAddress.Country | @UserSync_Address | Document_CreatedBy_Primary_Address_Country | | Home | homePhone | tblPhone.PhoneNumber | @UserSync_Home | | | Pager | N/A | N/A | | | | Mobile | mobile | tblPhone.PhoneNumber | @UserSync_Cell | | | Fax | facsimileTelephoneNumber | tblPhone.PhoneNumber | @UserSync_Fax | | | IP Phone | N/A | N/A | | | | Notes | N/A | N/A | | | | Title | Title | tblUser.Title | | Document_CreatedBy_Title | | Business unit | business unit | tblUser.BusinessUnit | | Document_CreatedBy_Business_Unit | | Company | Company | tblUser.Company | | Document_CreatedBy_Company | | Manager Name | Manager | tblUser.Manager | | Document_CreatedBy_Manager_Display_Name | | Direct reports | N/A | N/A | N/A | N/A | | Country code | countryCode | N/A | N/A | N/A | | ID of the employee | employeeID | N/A | N/A | N/A | | User's middle name | middleName | N/A | N/A | N/A | | User's personal title | personalTitle | N/A | N/A | N/A | | URL | url | N/A | N/A | N/A |

<aside> ⚠️ Please note:

• For more information about how to merge data using system fields, see Merge of properties to documents </aside>

The fields on user's Properties form marked in yellow are used in Active Directory User Manager and may be used when merging data into documents.