Compliance Kit - User Synchronization with Existing Object

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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  • 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.

Children
  • 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.