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Compliance Kit - User Synchronization with Existing Object

jr97

When using the Compliance Kit, how can I point the User Synchronization module towards an existing object ("Employee") which has a single-select property for login account ("Login Account")? Each "Employee" record has properties that are populated through M-Files Importer, and then we populate the "Login Account" property manually. We would like to use Compliance Kit to fill in the property automatically, based on the "AD Login" property (formatted as "domain/username") that we pull in from the importer. It seemed like User Synchronization was the right path.

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  • +1

    The purpose of the User Synchronization module is to create and update Employee objects based on M-Files login account and user information, so I don't think it fits your use case if I understood it correctly. You can read the full module description in Compliance Kit - User Synchronization Module - Functional Description.

    If you still want to test it, you'll need to set the aliases in your metadata structure as described in the functional description and Compliance Kit - Configuration Manual so User Synchronization can use the existing elements in your vault. For instance, the Employee class needs to have alias M-Files.UserSynchronization.User and the M-Files user account property alias M-Files.UserSynchronization.UserName.

  • 0 in reply to Joonas Linkola

    Thank you Joonas! I think I misunderstood the point of the User Synchronization module then. If we do have existing "Employee" records with a string formatted to match that of the login account, is there a way to auto-calculate it? I'm not seeing the option to search from the Users value list specifically using Property Calculator or Managed Properties but not sure if I'm missing something obvious.

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  • 0 in reply to Joonas Linkola

    Thank you Joonas! I think I misunderstood the point of the User Synchronization module then. If we do have existing "Employee" records with a string formatted to match that of the login account, is there a way to auto-calculate it? I'm not seeing the option to search from the Users value list specifically using Property Calculator or Managed Properties but not sure if I'm missing something obvious.

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  • 0 in reply to jr97

    This may require a bit of custom development since the information is found in two places: the vault users (which you can access via the Users value list) refer to the login accounts where you have the actual AD login. Depending on the hosting environment the login accounts may reside on the server level or the vault level which adds another variable.

    I recommend contacting your M-Files representative if you need help setting this up as there are a couple of factors to consider here.

  • 0 in reply to Joonas Linkola

    I see! I appreciate your insight, thanks again Slight smile

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