Synchronize a directory connection

After you connect UEM to your organization's company directory, you can manually start the synchronization process at any time or you can schedule recurring synchronizations. You can preview a synchronization report before the next synchronization occurs, and you can view the report after a synchronization process completes.
  1. In the management console, on the menu bar, click Settings > External integration > Company directory.
  2. Do any of the following:

    Task

    Steps

    Preview a synchronization.

    1. Click The preview icon for the directory connection that you want to preview the synchronization for.
    2. Click Preview now.
    3. When the report finishes processing, click on the date in the Last report column.

    Manually start a directory synchronization.

    1. Click The refresh icon for the directory connection that you want to synchronize.
    2. When the synchronization is complete, click on the date in the Last report column.
    3. To export a .csv file of the report, click The Export icon.

    Add a synchronization schedule.

    1. Click the directory connection that you want to schedule synchronization for.
    2. On the Sync schedule tab, click The add icon.
    3. In the Synchronization type drop-down list, choose one of the following:
      • All groups and users: Users are onboarded and offboarded as required, group membership changes are synchronized, and changes to user attributes are synchronized.
      • On-boarding groups: Users are onboarded and offboarded as required and changes to user attributes are synchronized.
      • Directory linked groups: Group membership changes are synchronized and changes to user attributes are synchronized.
      • User attributes: Only changes to user attributes are synchronized.
    4. In the Recurrence drop-down list, select the appropriate option and configure the recurrence settings as necessary.
    5. Click Add.
    6. Click Save.