Difference between revisions of "BCX MIS Compare"

From BCX Media Wiki
Jump to navigation Jump to search
m
m
Line 127: Line 127:
  
 
===Create New Users from MIS===
 
===Create New Users from MIS===
 +
 +
Change the View back to 'Unmatched'. If a valid user appears in the MIS pane but does not have an AD account,
 +
you can select the user(s) and click the 'Create User Account' button.
 +
 +
 +
[[File:bcx mis compare sync results unmatched users.png|link=]] Image of mis compare sync results unmatched users highlighted
 +
 +
 +
This will then use the existing BCX User Template for this OU,
 +
and display the user creation window for you to edit/accept as required.
 +
 +
 +
[[File:bcx mis compare new users.png|link=]] Image of mis compare new users highlighted
 +
 +
 +
Clicking 'Add Users' provides the option to save to CSV if required, followed by a confirmation request for the import to AD.
  
  
 
===Check Completed OU Sync===
 
===Check Completed OU Sync===
 +
 +
Once all matching processes have been completed, change the view mode to
 +
'Showing matched objects' view, and you should be left with a correctly mirrored pair of panes.
 +
(These can be ordered as required by clicking on the column headers)
 +
 +
 +
[[File:bcx mis compare sync results matched all.png|link=]] Image of mis compare sync results matched all highlighted
 +
 +
 +
Click 'Finish' to return to Users and Computers.
 +
BCX Manager, showing Users and Computers, post MIS Sync, with all imported users.
 +
 +
[[File:bcx mis compare complete.png|link=]] Image of U&C post import.
  
  
Line 142: Line 171:
  
 
===Compare all Configured OUs===
 
===Compare all Configured OUs===
 +
  
  

Revision as of 14:34, 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

Change the View back to 'Unmatched'. If a valid user appears in the MIS pane but does not have an AD account, you can select the user(s) and click the 'Create User Account' button.


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


This will then use the existing BCX User Template for this OU, and display the user creation window for you to edit/accept as required.


bcx mis compare new users.png Image of mis compare new users highlighted


Clicking 'Add Users' provides the option to save to CSV if required, followed by a confirmation request for the import to AD.


Check Completed OU Sync

Once all matching processes have been completed, change the view mode to 'Showing matched objects' view, and you should be left with a correctly mirrored pair of panes. (These can be ordered as required by clicking on the column headers)


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


Click 'Finish' to return to Users and Computers. BCX Manager, showing Users and Computers, post MIS Sync, with all imported users.

bcx mis compare complete.png Image of U&C post import.


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



Return to Contents page