Setting Up User Synchronization

Last Updated : Oct 19, 2023 |

After configuring any templates and/or user provisioning rules required, you can use the following process to configure synchronization. You can configure multiple synchronization settings if necessary.

Procedure

  1. Check you have the require configuration IDs from Azure Active Directory. See Configuring Azure Active Directory App Registration.
  2. Using IP Office Web Manager, access the IP Office system configuration.
  3. Select Solution.
  4. Select Solution Settings and then User Synchronization.
  5. Click +ADD and select User Synchronization using Microsoft Teams.
  6. Select the Connect to Directory Service tab.
    1. Enter a Configuration Name to identify the purpose for this connection. For example, TeamsUsers.
    2. For Collaboration Client, select Directory Service.
    3. Select the type of Directory.
      • Use Tenant Directory to manage IP Office entries for all the customer's Azure Active Directory users.

      • Use Group Directory to manage IP Office entries for just those users who are members of a specific Azure Active Directory group.

    4. Enter the details obtained from Azure Active Directory into the matching fields.
    5. Click Test Connection and wait a couple of minutes.
    6. If successful, continue with the configuration. Otherwise, check and adjust the settings.
  7. Select the Synchronize User Fields tab:
    1. Use the drop-down menus in the Microsoft Teams Fields column to select which Azure Active Directory field the synchronization process will use to set the value for the matching IP Office configuration settings.
      • Selecting fields for the User Identification and Name fields is mandatory. All other fields are optional and will use the values defined by the user/extension templates or default IP Office values.

      • The User Identification must be unique. The IP Office uses this to ensure that it applies future synchronization update/delete actions to the correct users.

      • You can use the final pair of drop-downs to set on which IP Office system in a network the synchronization process creates new users. If not set, you can specify the required IP Office system in the user provisioning rule. Otherwise, the synchronization process creates new users on the primary system.

    2. Select which functions the synchronization process performs. You can select more than one function:
      • New - Create new IP Office user and extension records for any user whose user identification is not already present.

      • Update - Update the settings, if required, of the user with the same user identification.

      • Delete - Delete the user and extension records for any users whose user identification is not present in the latest synchronization.

    3. If you want the IP Office to regularly perform synchronization, click Use Schedule and define the required schedule.
    4. Click Preview Results. The menu shows a summary of the changes that would occur. If necessary, amend the settings.
    5. When complete, click Synchronize.
  8. Click Save.