How do I manage AD synchronization?

This article explains how to set up and manage the synchronization between your Entra/AD (Active Directory) & the OnePlan Resource Center.

Go to the Admin pages, select Users in the navigation, then expand the AD Synchronization topic heading.

AD Sync General.png

To enable this functionality, you must first have your Microsoft tenant administrator click on the To synchronize users you must enable app permissions here button. 

Load AD Groups Now

Clicking Load Groups queries your Microsoft Entra/AD and retrieves all Security and Microsoft 365 groups. This action will populate the AD Groups to Synch dropdown list. 

Warning: This action is not instantaneous. The more groups within your tenant, the longer the process can take.

Select AD Groups

Expand the AD Groups to Synch drop down see all AD groups. Multi-select the desired groups to synch.

The synchronization is an Add-Only synch, meaning, if you remove groups from the selection, users will not be deleted from the Resource Center. 

AD Sync Groups to Sync.png

Synchronize Now

Click the Synchronize Now button to synch on demand. The following fields come over from AD to the Resource Center: Name, Email Address.

The Last Status will show Complete when done processing.

AD Sync Sync Now.png

All newly synchronized users will be assigned the default Enterprise Security Group configured in the Enterprise Security Groups tab at the time the Synchronize Now process is initiated. 

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  • Comment author
    Permanently deleted user
    • Edited

    Suggestion: Cross-reference “AD” today with the new term “Entra”.
    I still call it AD, but my clients are calling it Entra; I need to get used to it. :-)

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