Set up the Active Directory Connector


Read the next section to use the automated wizard to set up Active Directory integration, or go to the Manual setup instructions to use the standard integration interface.

Automated setup

Set up the Active Directory Connector using the step-by-step wizard launched from the Set Up Now button. This procedure continues from the Bridge Server installation for Active Directory procedure.

  1. After clicking Next past the Bridge Server installation page, click Create a new connector.
  2. Enter Active Directory configuration data.

    Make sure you have fulfilled the Active Directory Connector prerequisites.

  3. Click one of the following to complete setup:

    • Save Configuration — Publishes the configuration to the connector.
    • Finish — Moves to the next page of the wizard without publishing.

Manual setup

Use the standard Bridge integration controls to set up integration with Active Directory.

Add the connector

  1. Click Admin.
  2. Under Integrations, click Bridge.
  3. Click the Connectors tab, then click Add Connector.Click Add connector
  4. In the Add a New Connector window:

    In this field… Do this…
    Name Type a name for the connector. Connector names cannot have spaces.
    Description (Optional) Type the purpose of this connector.
    Choose a Connector Select active-directory-connector.
  5. Click Save.

Add connector instances

  1. On the Connector Details page, click Add Instance.
  2. Click Set Server.
  3. Select a Bridge Server and click Save.
  4. Click the Enabled button. The button changes to ON. Then click Yes in the Enable Connector Instance window.
  5. To turn on the connector, click the Start button under Control. 
  6. To create more instances, repeat these steps.

    If you installed more than one instance of the Bridge Server for fault tolerance, add extra instances of the connector. For more information, see Fault tolerance for Bridge Connectors.

Configure the connector

At any time, you can click the Viewing switch at the bottom to see the published configuration in read-only mode. Click the switch again to continue editing.Viewing switch

  1. Click the Configuration tab.
  2. In AD Servers, enter the IP address or DNS name of your Active Directory server in the Server Address field. Alternatively, if you have multiple AD Servers, you can enter the domain name, for example, domain.com.
  3. Select an option from the Connection Query menu.

    Choose this… To do this…
    Import only accounts that have both an Email Address and Manager

    Import all people in Active Directory who have both an email address and a manager using a default LDAP query. Additional options include:

    • Exclude accounts with a Phone number
    • Exclude accounts with a Delete flag (selected by default)
    Import only the accounts that have an Email Address

    Import all people in Active Directory who have an email address using a default LDAP query, even if they do not have a manager. Additional options include:

    • Exclude accounts with a Phone number
    • Exclude accounts with a Delete flag (selected by default)

    Note:  When PureCloud users do not have a manager assigned, they do not have information in hierarchy views or in the Relationships section of their profiles.

    Custom LDAP Query Create your LDAP query and paste it into the query field. For help, see Create an LDAP query.Custom LDAP Query
  4. Click Test Server Connection.

    If you receive an error message, check the server address and also the credentials in the Connector Details tab.

  5. In Field Mappings, check whether the defaults work for your organization:

    Mappings column Description
    PureCloud Name of PureCloud profile field synchronized with Active Directory
    Sync Rule

    Rule that determines which direction to synchronize data:

    • Copies data from Active Directory to PureCloudSync from PureCloud to AD
    • Copies data from Active Directory to PureCloud only once and does not maintain synchronizationSync from PureCloud to AD
    • Copies data from PureCloud to Active DirectorySync from PureCloud to AD
    • Copies data in both directions, but Active Directory wins if data is changed in both places simultaneouslySync bidirectionally - AD wins
    • Copies data in both directions, but PureCloud wins if data is changed in both places simultaneouslySync bidirectionally - PC wins
    Active Directory Name of Active Directory field synchronized with PureCloud
  6. Change the mappings if necessary. 

    1. Change a mapping by clicking Edit
    2. Remove a mapping by clicking Delete.
    3. Create a mapping by clicking Add Mapping.
    Note: If you modified your Active Directory schema to include custom attributes, you can sync them to supported fields in your organization’s PureCloud profile. See Configure Active Directory custom attributes in PureCloud. For a list of mappings for Active Directory default fields and custom attributes, see Active Directory Connector external fields.
  7. Click Data Preview to see check your mapping scheme.Data Preview button
  8. In Properties, change any values from their defaults if necessary.
  9. When finished, do one of the following:

    • Click Save & Publish to send the configuration to the Bridge Connector.
    • Click Save & Publish > Save Draft to continue editing this configuration later.
    • Click Save & Publish > Discard Draft to revert settings to the most recently published configuration.Save and Publish options
  10. Optionally, you can update user accounts before sending invites.

See also: