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Import SQL Data | Create Office 365 Users rule

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Rule description

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.

 Note: This rule will construct a UserPrincipalName (UPN) in this format: FirstName.LastName@Office365_UNPSuffix. You can change the UPNSuffix setting to use the UserPrincipalName from the Active Directory.

 

When to use this rule

Use this rule to when you need to perform bulk user account provisioning from HR/ERP/SIS system into Microsoft Office 365.

 

Rule Settings

Query Section 

Setting name Description

SQL Instance

 

Specify the name of the SQL Instance as defined in the Utils Extension SQL Server configuration. Using the Default SQL Instance setting will retrieve the current setting from the SQL Connection settings of the Utils extension.

Note: For more information, please see Connecting to Microsoft SQL Server data source article.

SQL Database Name

Specify database name from selected SQL Instance.

SQL Table

Specify SQL Table or View from the selected database. Click the [...] button to display a list of tables from which to choose.

SQL Credentials

Specify the database from the data source SQL Instance. Click the [...] button to enter SQL Credentials.

Note: Windows Authentication cannot be used to access a Microsoft SQL Server database. The account must be a Mixed Mode or SQL Account.

Data Source Filter

You can use the point-and-click filter builder for the specified data source.

Note: If Where Clause is also specified, it will be applied and DataSource Filter will be ignored.
More options  

Return These SQL Columns

 

Specify columns returned by the data source.

Where Clause

Define a WHERE statement in the SQL query sent to the data source to limit the rows returned by SQL Server.

Properties to Display

Select properties to display for each object found by the query.

Filter Data

 

Set the filtering conditions to only return objects or data that need to be processed by the rule.

Example: filter by Name column.

 

 

Action Section

Setting name Description
Account  

User Name (UserPrincipalName)

 

Specify UserPrincipalName generation format. UserPrincipalName must be a unique value.  

Note: Microsoft best practices assume the Active Directory and Office 365/Azure AD UPNs will match. 

UPNSuffix (@domain.onmicrosoft.com)

 

This value should be set to a domain that has been registered in Office 365/Azure AD. 

The default value is taken from Office 365 user name suffix setting defined in Microsoft Office 365 extension.

First Name (FirstName)

If the Data Source contains a field named FirstName, do nothing. Otherwise, use the Selector button to choose a field from the Data Source. 

Last Name (LastName)

If the Data Source contains a field named LastName, do nothing. Otherwise, use the Selector button to choose a field from the Data Source. 

Display Name

 

If the Data Source contains fields named FirstName and LastName, do nothing. Otherwise, use the Selector button to select a field from the Data Source or contact Cayosoft for an override format. 

Settings

 

Default Password

This setting defines the password for the new account. This value can be static text or a field from the Data Source chosen using the Selection button.

Must change password at next logon

 

Specify if a user must change password at next logon.

Disabled new account

Specify if a created user account will be enabled or disabled. 

Organization

 

Office

Job Title (Title)

Department

 

Specify a static text value or use the Selector button to choose a field from the Data Source.

Contact Info

 

Country

Office Phone (telephoneNumber)

Mobile Phone (mobile)

Street Address

City

State

Postal Code

Fax 

Specify a static text value or use the Selector button to choose a field from the Data Source.

 

Output Section

This section defines the output format of this rule.

To get more information about this section, please see the Output section article.

 

Enforce/Schedule section

This section defines the schedule for how often to run the rule.

To get more information about this section, please see the Enforce/Schedule section article. 

 

 Change History

Version Notes
7.3.0 Data Source filter is added.
6.3.1 The rule is introduced in the product.

 

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