Syncing roles

Active Directory role-sync prerequisites

• The Active Directory roles that are required to be synced must be created in CloudIO platform.

• The role code in the CloudIO platform must be the same as in the Active Directory.

For syncing the roles of the organization with the Active Directory, assign values to the following CloudIO profiles:

• AD_ADMIN_USER_NAME

• AD_ADMIN_USER_PASSWORD

• ALLOW_AUTO_SYNC_AD_GROUP_USERS

To assign values to the profiles,

1. In the upper right corner of the CloudIO homepage, in the menu bar, click . The Navigation page is displayed.
2. Under the Developer role, click Manage Profile Values. The Manage Profile Values page is displayed.

3. Search the following profiles and set the Org Value for each of them:

a. AD_ADMIN_USER_NAME

b. AD_ADMIN_USER_PASSWORD

c. ALLOW_AUTO_SYNC_AD_GROUP_USERS

Note: Org Value represents the value for your company domain. For ALLOW_AUTO_SYNC_AD_GROUP_USERS, the value must be set to Y.

4. Click Save.

To sync Active Directory roles

1. In the upper right corner of the CloudIO homepage, in the menu bar, click. The Navigation page is displayed.
2. Under the Administration role, click Manage Roles. The Manage Roles page is displayed.

3. Click on the role to be synced with the Active Directory.

The role details page are displayed.

4. In the upper right corner, click Edit.

The Edit page is displayed.

5. From the Actions list, select Sync AD Role. A confirmation box is displayed.

6. Click Yes. The selected role is synced successfully.

Note: You must not log out of the CloudIO Platform before the successful syncing of roles. If you require logging out while the syncing of roles is in progress, you must change the initial setup for the authentication provider type.