Difference between revisions of "BCX MIS Compare"

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===Accessing MIS Compare===
 
===Accessing MIS Compare===
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 +
Logon to a computer as an Administrator, load BCX Manager and open the 'Users and Computers' tab.
 +
Select the OU you wish to sync with your MIS and then either right click, select 'MIS Compare', or use one of the other methods highlighted below.
 +
 +
 +
[[File:bcx mis compare accessing.png|link=]] Image of U&C highlighting how to access mis compare
 +
 +
 +
The following 'Configuration' window will appear,
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(Populated with any default settings already configured in the File-Settings-MIS Settings tab).
 +
 +
 +
[[File:bcx mis compare config.png|link=]] Image of mis compare config
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 +
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Follow the steps in the next guide to complete the 'Configuaration' tab settings.
  
  
 
===OU Sync Configuration===
 
===OU Sync Configuration===
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 +
[[File:bcx mis compare config options.png|link=]] Image of mis compare config options highlighted
 +
 +
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'MIS Link' – You can specify which AD field you would like the MISID to be stored in.
 +
By default this would normally be the 'employeeID' field but if this is already being used for other software,
 +
(such as Cashless catering or access control) you can select another AD field to write the value to.
 +
 +
'Additional Attribute' – If you would like to copy an additional MIS attribute to AD then tick this box,
 +
and select the MIS attribute and the field in AD you would like it written to.
 +
 +
'Default User Password' – When a user is created via the MIS Compare tool,
 +
you can assign a default password selectable from the drop down list.
 +
To choose your own custom static password, chose the second option in the list
 +
"Custom", and manually type the password you want to use.
 +
 +
'Import Photo on User Creation' – Tick this box to import photos
 +
from the MIS dataset into Active Directory when creating a new user.
 +
 +
'MIS Dataset' – In this drop down list you will have a list of all the Datasets available from your MIS.
 +
Select the one that will contain the matching users for the OU you are currently configuring the MIS Compare for.
 +
 +
You can click the 'Advanced Query' button if you need to make custom changes to the query,
 +
but we would advise these changes are only made after checking with Burconix Support.
 +
 +
'Enable MIS Sync on Organisation Unit' – Once you tick this option a 'Sync Results' tab will appear at the top of this window.
 +
 +
'Ignore Lists' - This table will become populated with any user(s) 'Ignored' during the matching process.
  
  
 
===Automatch Existing Objects===
 
===Automatch Existing Objects===
 +
 +
The 'Sync Results' Tab now displays the initial unmatched objects,
 +
MIS in the left pane and AD in the right pane.
 +
 +
 +
[[File:bcx mis compare sync results automatch.png|link=]] Image of mis compare sync results automatch highlighted
 +
 +
 +
Click the 'Automatch' button and the system will display a message showing all the users that can be linked
 +
by Forename & Surname between the MIS and AD.
 +
 +
Check through the list and if it is all correct click 'Yes'.
 +
The MISID will be written into the AD field you specified and these users will now be linked.
 +
 +
You can change the View Mode to 'Showing Matched Objects' to see the results of the 'Automatch'.
 +
 +
 +
[[File:bcx mis compare sync results matched.png|link=]] Image of mis compare sync results matched objects highlighted
  
  
 
===Manual Matching Existing Objects===
 
===Manual Matching Existing Objects===
 +
 +
Change the View back to 'Unmatched' where you will now see any users that could not automatically be matched.
 +
 +
 +
[[File:bcx mis compare sync results unmatched.png|link=]] Image of mis compare sync results unmatched objects highlighted
 +
 +
 +
If an account should be synced but hasn’t automatically (due to using a nickname in AD for example),
 +
you can select the account in the MIS pane, then in the AD pane and click 'Match Selected'.
 +
This will create a manual match and update AD with the MISID as shown below.
 +
 +
 +
[[File:bcx mis compare sync results matched updated.png|link=]] Image of mis compare sync results updated matched objects highlighted
 +
 +
 +
You can click the user in the MIS or AD pane and click 'Ignore User' if this account is not expected to be synced,
 +
for example if it is a test/generic login account (The Ignored user(s) will appear in the Ignore Lists on the Configuration Tab).
 +
 +
If a user appears in the AD pane but does not have an MIS account,you can select the user(s)
 +
and click either the 'Disable User' or 'Delete User' to perform the action in AD.
  
  
 
===Updating Existing AD Objects from MIS===
 
===Updating Existing AD Objects from MIS===
 +
 +
Details such as Forename/Surname/Display Name and Photos stored in your MIS can be imported into AD.
 +
 +
To perform this action you will need to change to 'Show Matched Objects' in the top of the window,
 +
then select the required user(s) and click the 'Update AD Details' button.
 +
 +
 +
[[File:bcx mis compare sync results matched update ad.png|link=]] Image of mis compare sync results matched objects update ad highlighted
 +
 +
 +
You can also select users in either pane to enable the relevant action buttons at the bottom of the window,
 +
such as MIS Details/Lookup, Move User, or Clear Photo etc.
  
  

Revision as of 14:21, 17 July 2020

With BCX Manager you can enable reporting between AD and your MIS system.

Once your MIS has been linked to AD though the BCX tools, you will be able to identify any accounts that are not in sync between the systems. For more information on how to configure BCX Manager with your MIS go to Configuring MIS Connection.

The MIS Compare tool enables you to correct any anomalies, as well as creating groups and synchronising their membership.

This guide will take you through configuring your AD OUs to link to your MIS datasets. Each OU can be configured with different MIS sync settings. The following steps will take you through configuring a single OU and then additional OUs can be configured as required.



Accessing MIS Compare

Logon to a computer as an Administrator, load BCX Manager and open the 'Users and Computers' tab. Select the OU you wish to sync with your MIS and then either right click, select 'MIS Compare', or use one of the other methods highlighted below.


bcx mis compare accessing.png Image of U&C highlighting how to access mis compare


The following 'Configuration' window will appear, (Populated with any default settings already configured in the File-Settings-MIS Settings tab).


bcx mis compare config.png Image of mis compare config


Follow the steps in the next guide to complete the 'Configuaration' tab settings.


OU Sync Configuration

bcx mis compare config options.png Image of mis compare config options highlighted


'MIS Link' – You can specify which AD field you would like the MISID to be stored in. By default this would normally be the 'employeeID' field but if this is already being used for other software, (such as Cashless catering or access control) you can select another AD field to write the value to.

'Additional Attribute' – If you would like to copy an additional MIS attribute to AD then tick this box, and select the MIS attribute and the field in AD you would like it written to.

'Default User Password' – When a user is created via the MIS Compare tool, you can assign a default password selectable from the drop down list. To choose your own custom static password, chose the second option in the list "Custom", and manually type the password you want to use.

'Import Photo on User Creation' – Tick this box to import photos from the MIS dataset into Active Directory when creating a new user.

'MIS Dataset' – In this drop down list you will have a list of all the Datasets available from your MIS. Select the one that will contain the matching users for the OU you are currently configuring the MIS Compare for.

You can click the 'Advanced Query' button if you need to make custom changes to the query, but we would advise these changes are only made after checking with Burconix Support.

'Enable MIS Sync on Organisation Unit' – Once you tick this option a 'Sync Results' tab will appear at the top of this window.

'Ignore Lists' - This table will become populated with any user(s) 'Ignored' during the matching process.


Automatch Existing Objects

The 'Sync Results' Tab now displays the initial unmatched objects, MIS in the left pane and AD in the right pane.


bcx mis compare sync results automatch.png Image of mis compare sync results automatch highlighted


Click the 'Automatch' button and the system will display a message showing all the users that can be linked by Forename & Surname between the MIS and AD.

Check through the list and if it is all correct click 'Yes'. The MISID will be written into the AD field you specified and these users will now be linked.

You can change the View Mode to 'Showing Matched Objects' to see the results of the 'Automatch'.


bcx mis compare sync results matched.png Image of mis compare sync results matched objects highlighted


Manual Matching Existing Objects

Change the View back to 'Unmatched' where you will now see any users that could not automatically be matched.


bcx mis compare sync results unmatched.png Image of mis compare sync results unmatched objects highlighted


If an account should be synced but hasn’t automatically (due to using a nickname in AD for example), you can select the account in the MIS pane, then in the AD pane and click 'Match Selected'. This will create a manual match and update AD with the MISID as shown below.


bcx mis compare sync results matched updated.png Image of mis compare sync results updated matched objects highlighted


You can click the user in the MIS or AD pane and click 'Ignore User' if this account is not expected to be synced, for example if it is a test/generic login account (The Ignored user(s) will appear in the Ignore Lists on the Configuration Tab).

If a user appears in the AD pane but does not have an MIS account,you can select the user(s) and click either the 'Disable User' or 'Delete User' to perform the action in AD.


Updating Existing AD Objects from MIS

Details such as Forename/Surname/Display Name and Photos stored in your MIS can be imported into AD.

To perform this action you will need to change to 'Show Matched Objects' in the top of the window, then select the required user(s) and click the 'Update AD Details' button.


bcx mis compare sync results matched update ad.png Image of mis compare sync results matched objects update ad highlighted


You can also select users in either pane to enable the relevant action buttons at the bottom of the window, such as MIS Details/Lookup, Move User, or Clear Photo etc.


Create New Users from MIS

Check Completed OU Sync

Lookup Linked Person in MIS

Linking Class Groups to AD

Updating Group Memberships

Compare all Configured OUs

Bulk Change Datasets in September

Configuring MIS Connection

Configuring MIS to AD Linking Criteria

File:bcx mis compare.png Image of mis compare



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