Import SQL Data | Create Office 365 Users
Rule description
This rule queries the specified Microsoft SQL data source and provisions new Microsoft 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 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, review the Connecting to Microsoft SQL Server data source article. |
SQL Database Name |
Specify database name from selected SQL Instance. |
SQL Table |
Specify an 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: Cayosoft Administrator does not support Windows Authentication for connecting to a Microsoft SQL Server database. The database connection must use SQL Server Authentication, where the credentials (username and password) are created and managed within SQL Server itself. Mixed Mode refers to the SQL Server configuration that allows both SQL Server Authentication and Windows Authentication, but only SQL Server Authentication is supported by Cayosoft Administrator. |
Data Source Filter |
You can use the point-and-click filter builder for the specified data source. NOTE: If the 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 hide unwanted data based on criteria not supported in the Query criteria setting. Example: filter by the found object Distinguished Name. TIP: For optimal performance, use the Query criteria setting above to filter objects whenever possible. |
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 Microsoft 365/Entra ID UPNs will match. |
|
UPNSuffix (@domain.onmicrosoft.com)
|
This value should be set to a domain that has been registered in Microsoft 365/Entra ID. The default value is taken from M365 user name suffix setting defined in Microsoft 365 extension settings. |
First Name (FirstName) |
If the Data Source contains a field named FirstName, ignore this setting. 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, ignore this setting. 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, ignore this setting. 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, a field from the Data Source chosen using the Selection button, or set to Generate Random Password. NOTE: Static passwords or passwords from the Data Source must meet the Active Directory Password Complexity Policy of the target container, or the account will be created in a disabled state. Randomly Generated Passwords will be generated to match both the Active Directory Password Complexity Policy and additional complexity requirements defined in the Cayosoft Administrator Password Complexity Policy. |
|
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 | |
|
Specify a static text value or use the Selector button to choose a field from the Data Source. |
Contact Info |
|
|
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 Rule 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 Rule Enforce/Schedule section article.
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