Index of Automation Rules
Active Directory
| Rule name | Description |
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This is a generic rule to query Active Directory for user accounts that satisfy the specified criteria. You can limit user scope to a specific OU and set the query criteria to return only the desired users. |
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| AD Users | Create User Copy in Another Domain | This rule queries Active Directory within the defined scope and for every user found in the source domain, creates a copy of this user in another domain. |
| AD Users | Set Attribute Value | This rule queries the specified Active Directory scope and for each returned user sets or clears the specified Active Directory attribute. |
| AD Objects | Set Attribute Value | This rule queries the specified Active Directory scope and for each returned object sets or clears the specified Active Directory attributes. |
| AD Users | Copy or Move Attribute Values | This rule queries the specified Active Directory scope and for each returned user copies or moves values between the source attribute and the target attribute. |
This rule modifies Active Directory users' membership in Active Directory groups. |
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This rule moves Active Directory objects to an OU defined directly or mapped dynamically in a CSV file. |
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| AD Users | Set Proxy Addresses | This rule queries Active Directory for the specified users and adds or updates SMTP proxy addresses for them. |
This rule adds secondary proxy addresses to a newly created user account when an account is created in the Web UI. |
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This rule queries Active Directory for all specified groups and sets group settings for membership approval and Self-Service discovery and joining. |
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This rule queries the specified Active Directory scope and for each user returned, assigns user Profiles, Home Folders, or both. |
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The rule queries the specified Active Directory user scope and assigns them user home folders based on the Organizational Unit (OU) in which the user account is located. |
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This rule queries the specified Active Directory scope and adds an external email address to each Active Directory user. |
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This rule queries Active Directory and updates the manager field for each user found based on the data in the specified file. |
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This rule returns Active Directory groups based on the specified query and sends a request to the group's owner(s) to certify the group membership accuracy and/or the need for the group's continued existence. |
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This rule queries the specified text file data source in a comma-separated variable format (CSV) and creates Active Directory users with remotely linked mailbox accounts according to the Action section settings. |
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This rule queries the specified SQL data source and provisions new user accounts according to the Action section settings. |
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Import SQL Data | Create AD Users with Remote Linked Mailbox |
This rule queries the specified SQL data source and creates Active Directory users with remote-linked mailbox accounts according to the Action section settings. |
This rule queries the specified SQL data source and updates Active Directory user accounts according to the Action section settings. |
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This rule queries the specified Active Directory scope and updates a record in the SQL Server Database with attribute values from the Attribute mapping setting. |
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| AD Users | Update Oracle Database | This rule queries the specified Active Directory scope and updates a corresponding record in the Oracle Database using attribute mapping settings. |
| AD Users with Suggested Update to UserPrincipalName (UPN) Suffix | This rule queries the specified Active Directory scope and suggests updates for UserPrincipalNames by replacing one suffix with another. |
| AD Users | Find Replace UserPrincipalName (UPN) Suffix | This rule queries the specified Active Directory scope and replaces the original UserPrincipalName suffix with a new suffix value. |
Microsoft 365 Hybrid
| Rule name | Description |
|---|---|
| New User | Create Remote Mailbox | This rule is used in a hybrid environment. It adds remote mailboxes to the newly created Active Directory Users. |
| AD Users | Create Exchange Remote Mailboxes | Use this rule in a hybrid Exchange environment. The rule queries Active Directory within the defined scope, for each returned user looks up the matching Office 365 user account, then creates a remote mailbox for this user and configures that mailbox for remote routing. |
| New User | Create Office 365 User | This rule creates a matching Office 365 account when a user creates a new Active Directory user account in Web UI. |
| New User | Office 365 Mailbox post creation tasks | This rule looks up the matching Office 365 user and mailbox and then applies the Office 365 mailbox settings, defined by the rule. |
| AD User | Office 365 Mailbox Settings | This hybrid rule queries the specified Active Directory scope and for each returned Active Directory user account, looks up the matching Office 365 user and online mailbox, and then applies the mailbox settings defined by the rule. |
| AD Users | Create Office 365 Accounts (Cloud) | This hybrid rule queries the specified Active Directory scope for each returned user and creates a matching Office 365 account. By enabling the ImmutableID option, each new Office 365 account will be pre-mapped automatically for Azure AD Connect. |
| New User | DynamicAttributes Add to Azure Cloud Groups | This rule adds Microsoft 365 users to cloud groups. A predefined instance of this rule is linked to the New User | Create Office 365 User rule and New User (MS365) actions as a post-action rule in the "Rules to run after" section. |
| Text file | Add Users to Azure Cloud Groups | This rule queries the specified CSV file containing a list of Active Directory or Microsoft 365 users and adds them as group members according to the Action section settings. |
| AD Users | Add to Azure AD Administrative Units | This rule queries the selected AD users scope and for each returned user, finds the corresponding cloud account and adds it to the selected Azure AD Administrative Unit, either directly or dynamically via text file mapping. |
| AD Groups | Add to Azure AD Administrative Units | This rule queries the selected AD groups scope and for each returned group, finds the corresponding cloud group by SID and then adds it to the selected Azure AD Administrative Unit, either directly or dynamically via text file mapping. |
| AD Users | Add Cloud Group Membership from Template User | This rule queries Active Directory for user accounts according to the specified criteria and then grants those users the same group memberships held by the specified Template Account. |
| AD Users Expired Office 365 Linked User Status | This rule queries Active Directory expired users and returns a list of matching Office 365 Hybrid Accounts with account sign-on status (enabled/disabled). |
| AD Users | Send Cloud Service Training Emails | This rule sends reminder emails with specified training links to Active Directory users who underutilize assigned Microsoft 365 services. Default training links point to the Microsoft Training center. |
| AD Users | Send Notification | This rule sends an email to the specified Active Directory user scope. It can be used as a standalone rule or in conjunction with a Web Action or runbook. |
| AD Groups | Send Email Notification | This rule sends an email to the specified Active Directory group scope. It can be used as a standalone rule or in conjunction with a Web Action or runbook. |
| AD Users | Assign Teams Policy | This rule queries Active Directory within the defined scope for each returned user and assigns the selected Microsoft Teams policy. |
License Management
| Rule name | Description |
|---|---|
This rule enforces Office 365 licenses to the Office 365 accounts during new user creation in Active Directory, cloning users, or enabling mailbox actions. |
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This hybrid rule queries the specified Active Directory groups and for each returned user in these groups validates whether the license options, specified in this rule, are assigned to the corresponding Office 365 user account or not. |
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This hybrid rule queries the specified Active Directory scope and for each returned user account validates whether the license options, specified in this rule, are assigned to the corresponding Office 365 user account or not. |
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This hybrid rule queries the specified Active Directory scope and for each user that satisfies specific criteria assigns the selected Microsoft 365 license and its' applications and services to the Microsoft 365 account with an identical UserPrincipalName (UPN). |
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This hybrid rule queries the specified Active Directory groups and for each member of these groups assigns the selected Microsoft 365 license and its' applications and services to the Microsoft 365 account with an identical UserPrincipalName (UPN). |
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This rule queries the specified CSV file containing a list of Active Directory or MS365 users and assigns licenses according to the Action section settings. |
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This hybrid rule queries Active Directory users, matches these accounts to Microsoft 365 user accounts, filters these by the specified licensing criteria and returns the resulting accounts along with their licensing details. |
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This hybrid rule queries the specified Active Directory scope and each user that satisfies specific criteria assigns the selected license profile to the related Office 365 account. |
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This rule will return a list of Office 365 licensed users and their recommended optimization scenario according to the selected model. |
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This hybrid rule must be used together with the New User with Linked Mailbox or New Linked Mailbox web actions in case of a new linked mailbox being created in the federated domain. This rule queries the specified Active Directory scope and for each recently created user, that satisfies specific query criteria, assigns the Office 365 license plans and options that were specified on New User with Linked Mailbox or New Linked Mailbox web actions. You should schedule this rule to run hourly. |
Microsoft 365
| Rule name | Description |
|---|---|
This is a generic rule to query for Microsoft 365 user accounts that satisfy the specified criteria. You can limit user scope to a specific Azure AD Admin Unit and set the query criteria to return only the required users. |
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This is a generic rule to query for Microsoft 365 groups based on the specified query criteria and filters. You can limit group scope to a specific Azure AD Admin Unit and set the query criteria to return only the required groups. |
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This is a generic rule to query for Microsoft 365 groups and members based on the specified query criteria and filters. You can limit group scope to a specific Azure AD Admin Unit and set the query criteria to return only the required groups and members. |
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This rule queries the selected Microsoft 365 users' scope and for each returned user, finds the corresponding cloud account and adds it to the selected Azure AD Administrative Unit, either directly or dynamically via text file mapping. |
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This rule queries the selected AD groups' scope and for each returned group, finds the corresponding cloud group by SID and then adds it to the selected Azure AD Administrative Unit. |
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Microsoft 365 Devices | Add to Azure AD Administrative Units |
This rule queries the selected Microsoft 365 device scope and for each returned device, adds it to the selected Azure AD Administrative Unit, either directly or dynamically via text file mapping. |
Microsoft 365 Users | DynamicAttributes Add to Azure Cloud groups |
This rule adds Microsoft 365 users to cloud groups. |
This rule queries Office 365 mailboxes that satisfy specific criteria and grants permissions over these mailboxes to the specified users or security groups. |
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This rule queries Microsoft 365 Groups and Teams according to the specified query criteria and then assigns an owner to the Groups and Teams and notifies an owner about it. |
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This rule queries Microsoft Teams for the list of teams according to the specified query criteria and then records the last file access time and last post time for each team to built-in csvaLastFileAccessTimestamp and csvaLastPost virtual attributes. |
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| This rule queries the specified Microsoft 365 users and assigns a Teams Policy according to the specified query criteria. | |
Text file | Dynamic Attribute Update Office 365 Users Properties |
This rule updates Office 365 user properties according to values defined in the CSV file. |
This rule queries the specified Oracle data source and updates Office 365 user accounts according to the Action section settings. |
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This rule queries the specified Microsoft SQL data source and updates Office 365 user accounts according to the Action section settings. |
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This rule queries the specified text file data source that is in a comma-separated variable format (CSV) and provisions new Office 365 user accounts according to the Action section settings. |
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This rule queries the specified Microsoft SQL data source and provisions new Office 365 user accounts according to the Action section settings.The data source can be either a Microsoft SQL Table or View. |
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This rule queries the specified Oracle data source and provisions new Office 365 user accounts according to the Action section settings.The data source can be either an Oracle Table or View. |
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This rule queries the matching Office 365 user accounts and applies Office 365 OneDrive settings defined in the Action section of this rule. |
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Office 365 Groups (Distribution) with Membership Empty or Below Threshold |
Office 365 Distribution Groups with less than the specified number of members. The default specified 0 value returns empty groups. |
This rule returns Office 365 Users that have not accessed a cloud service within the specified number of days. |
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This rule will query Office 365 for Shared Mailboxes that are currently assigned a license. |
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This rule displays the list of external guest accounts with an assigned Office 365 License. |
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This rule returns Office 365 groups that have delegated permissions. |
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This rule identifies Office 365 groups with inactive owners. |
License Management
MFA Management
Microsoft 365 Phone Number Assignment
Cayosoft Self-Service
Exchange On-Premises
AD LDS
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