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User manual for the AddOn Active Directory Synchronisation

1. Run the job after every This selection defines the time interval in which the order will be repeated Here you can enter a value between 1 and 365 days When you enter 1 the AD Synchronisation will be carried out one time every day When you for example set the value to 30 the order will be carried out one time every 30 days DONAUBAUER AKTIENGESELLSCHAFT Modify Recurrence Webpage Dialog Modify Recurrence Modify the schedule for selected bulk deletion jobs Run this bulk deletion system job C Today at 2 00 PM CO Schedule recurrence Run the job after every 1 days 3 00 AM m Start time Modify Recurrence Webpage Dialog Modify Recurrence Modify the schedule for selected bulk deletion jobs Run this bulk deletion system job O Never O Schedule recurrence Run the job after every Start time Modify Recurrence Webpage Dialog Modify Recurrence Modify the schedule for selected bulk deletion jobs Run this bulk deletion system job C Mever O Today at C Schedule recurrence Run the job after every Start time 2 00 Phi EA Seite 26 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Start time Modify Recurrence Webpage Dialog After chosing the time interval to ca
2. User manual for the AddOn Active Directory Synchronisation ADSynchronisation User manual CRM AD Synchronisation for Microsoft Dynamics CRM 2011 For version 5 0 0 DONAUBAUER AKTIENGESELLSCHAFT Content 1 N 3 2 Jeo ceno g AIN E oe strate ed ne enge niederen ee 4 2 1 Technical installation requirements ccccccsseececcesseecceeseeccseseeeceeececseeseeessageeessageeeesaaseesseass 4 2 2 Rights for installing the AD Synchronisation ccccccccsseeeceeeeeeeeeeeeeeeeeseeeeeeaeeseeeeesaeeeeeeesaaees 4 2 3 LIIMPORUING US SO UNION anne een ee 4 3 LICENSE PE OUES ra ee 8 3 1 Automatic license request iiicnarsccentsiansvenuiannasaiecusvaeiucds vient savetanteiuisevaresiaedarecrdcslaucinatestedbedaavdudis 8 3 2 Request a license without internet CONNECTION ccccseeecceceeeeeeeeeeeeeeceeeeeesaeeeeeeneneeeesaaeeesens 11 4 Configuration of the Selling 3 nun 13 4 1 TAG LOG EC gene een 14 4 2 Das Tracing EV een ee een een ee 15 4 3 THE SYNEONISA OR een eine 16 4 3 1 Email recipient ID su aan anne nennen Euer 16 42 Test MOOG ee se een ee nn ae ee 17 ddo ACIve ARSCH esnean E EaR e cesta REE EE RAEE ER EREEREER EREE 18 4 3 4 Deactivate AN uSer unueossnssesnssnnnennennnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnnnnnnnennnnnnennnnnne 19 4 4 Fold MAPIN eee a E E EER 20 4 4 1 Fields of the standard version cccccccccsssseceecceeeseceeeceeeseeeeeseeuseeeeeseaueeeeessaaseeee
3. Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 2 Installation 2 1 Technical installation requirements A Microsoft Dynamics CRM 2011 OnPremise version must be installed The AddOn for the AD Synchronisation cannot be used with an online version of Microsoft Dynamics CRM The AD Synchronisation cannot be installed in the Sandbox mode since in this case the Plug In which carries out the installation is unable to access the Active Directory 2 2 Rights for installing the AD Synchronisation In order to carry out the solution for the AD Synchronisation the system administrator role as well as the system deployment administrator role is required To work with the Microsoft AddOn for the Active Directory read permissions in the Active Directory of the organization as well as read and write rights in Microsoft Dynamics CRM are necessary 2 3 Importing the solution You received a solution from us In the sitemap of the navigation area of your Microsoft Dynamics CRM 2011 systems go to Settings and activate the Solutions entity in the left application area Settings th Gee Solutions All Solutions 7 Search for records un 3 New X Delete ES Import gA Export A Import Translations B Export Translations I Publish All Customizations a Get Solutions from Marketplace More Actions v a Business Management je Templates Name Display Name Version Installed On w Package
4. All Solutions z Mame gf Mew Delete Import Gs Export 3 Import Translations Export Translations le Publish All Customizations ai Business Management Name Display Name Version Installed On Package Typ Publisher Z Templates ga Product Catalog L crmadsyninterface CRM AD Synchronisation 5 0 0 3 31 2014 Managed Donaubauer AG 4 System Administration in Data Management Es System Jobs eT Document Management A Auditing 4 Customization Eg Customizations gF Solutions nen Dynamics Marketplace 4 Process Center T Processes 4 Donaubauer AG IM Konfiguration 4a EventLogs Just as for installing the interface the following window opens up in the upper right corner you can find information about the current version installed and the latest version of the AD Synchronisation interface Solution CRM AD Synchronisation Fa 3 Information You cannot directly edit the components within a managed solution If the managed properties for solution components are set to allow customization you can edit them in the Customizations area or from another unmanaged solution Solution CRM AD Synchronisation Installed Version 5 0 0 DONAUBAUER Current Version 5 0 0 gf Information Sp Configuration u Components Entities se Bz Option Sets Client Extensions l Web Resources Processes gt _J Plug in Assemblies Sdk Message Processing S amp Service Endpoints AF Dashboards E Reports SS Connection Roles Z A
5. Mapping gt lt FieldMapping gt DONAUBAUER AKTIENGESELLSCHAFT lt CrmAttribute gt address1_country lt CrmAttribute gt lt AdAttribute gt c lt AdAttribute gt lt SyncAction gt ConvertCountry lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt CrmAttribute gt address1_stateorprovince lt CrmAttribute gt lt AdAttribute gt st lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt CrmAttribute gt address1_postalcode lt CrmAttribute gt lt AdAttribute gt postalCode lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt CrmAttribute gt address1_city lt CrmAttribute gt lt AdAttribute gt I lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt CrmAttribute gt address1_line1 lt CrmAttribute gt lt AdAttribute gt streetAddress lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt CrmAttribute gt isdisabled lt CrmAttribute gt lt AdAttribute gt userAccountControl lt AdAttribute gt lt SyncAction gt SetState lt SyncAction gt lt CrmDataT ype gt bool lt CrmDataT ype gt Seite 37 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Should you have
6. Typ Publisher Description Ey Product Catalog 4 System amp Administration vn Data Management Ea System Jobs ee Document Management A Auditing 4 Customization Customizations P3 Dynamics Marketplace 4 Process Center Processes 4 Donaubauer AG i Konfiguration ja EventLogs Workplace Sales Marketing Service lt Settings Resource Center All 2 A B c D E F G H I J K L M N o p Q R S T U V w X Y All current solutions of your CRM system are displayed here Seite 4 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com Q DONAUBAUER AKTIENGESELLSCHAFT Now click on the Import button in the toolbar Settings fat gt R Solutions All Solutions 4 Business at New X Delete wes Export Da Business Management e Name Display Name E3 Product Catalog d System g Administration g Data Management Fa System Jobs al Document Management A Auditing 4 Customization Eg Customizations 7 Solutions EA Dynamics Marketplace 4 Process Center Processes The following window opens up Import Solution Windows Internet Explorer ioixi Import Solution Windows Internet Explorer Select Solution Package Help Select Solution Package Select the compressed zip or cab file that contains the solution you want to i
7. Vv Status Suspended This bulk delete job browses the configuration entity for a record with a specific name A record with his name must not exist Since there is no such record nothing is deleted by the bulk delete job When the bulk delete job however retrieves the configuration entity and browses for the record a plugin which carries out the AD Sychnronisation starts This means this system order is equivalent to the AD Synchronisation You can perform your desired settings for the AD Synchronisation in the bulk delete process information window To do so click Actions in the upper toolbar and select Modify Recurrence 5 Bulk Delete Opera Cancel rhe Informatio Ieee as A Te nate ake Mon ca Resume EINE EEE Information Postpone General Bake Properties Copy a Link Related E mail a Link Notify Me When Yes No Task Completes Also Notify Lol 4 Properties Seite 25 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com When selecting Never the bulk delete job will never be carried out When selecting Today at you can set a point of time to carry out the AD Synchronisation You can either chose a time from the dropdown menu or enter a time in the field yourself When selecting Schedule recurrence you can set individual options for the repetition of a system order
8. any questions regarding the AD Synchronisation interface or need further support do not hesitate to contact us DONAUBAUER AKTIENGESELLSCHAFT Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 Mail nfo donaubauer com Web www donaubauer com Informationen about the AD Synchronisation interface hitp www donaubauer com de ADsync Vorstand Andreas Donaubauer Aufsichtsratsvorsitzende Andrea Striegler Amtsgericht Leipzig HRB 23063 Ust ID DE814819651 Seite 38 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com
9. are Export 5 Import Translations Pa Business Management Templates Name Display Name Version E3 Product Catalog crmadsyninterface CRM AD Synchronisation 5 0 0 4 System Administration iv Data Management Fg System Jobs 3i Document Management Auditing 4 Customization Eg Customizations 7 Solutions a Dynamics Marketplace 4 Uninstall Solution Webpage Dialog Uninstall Solution You have selected 1 Solution for deletion 4 Process Center me Processes 4 Donaubauer AG TA You are deleting a managed solution The solution and all of its components including data in the components qn Konfiguration will be deleted This action cannot be undone This solution might take several minutes to uninstall You cannot F EventLogs cancel the uninstallation after it starts Do you want to continue Confirm with the OK button and the solution is being deleted After rebooting your Settings th a system Crtl F5 the Solutions All Solutions section Donaubauer AG a a 8 Mew X Delete pf Import DA Export S Import Translations i ipi i Business Ma t with the entities 9 nee An Name Display Name Version Configuration and ale EventLog disappeared in system the left application area ee in Data Management Fa System Jobs Fe Document Management Auditing 4 Customization Ew Customizations ER solutions Lay Dynamics Marketplace 4 Process Center 2 Processes Your Active Director
10. listed below the corresponding fields can be updated within the Active Directory and the CRM Country address1_country Br ConvertCountry Province A complete XML file containing all fields of this table can be found in the appendix in point 8 2 Special characteristic with the synchronisation of the field country The Active Directory maintains the entry of the country only with its first two letters When synchronizing the data with the CRM system this entry must be adjusted The action ConvertCountry translates the two letter entry of the Active Directory into the complete name of the country This name is always in English Example Deutschland DE Germany 4 4 1 Fields of the standard version If you have purchased a standard version of the AD Synchronisation the following fields are checked and updated First name Last name Email Telephone Mobiel Phone Fax Homephone Pager State or Province Postal Code City Street 4 4 2 Fields of the Enterprise version The Enterprise version of the AD Synchronisation can synchronise any available field of the Active Directory especially new and user defined fields with the corresponding filed of the CRM user record The field entries in the settings are automatically saved when closing Seite 22 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIE
11. will use English The notification email serves as information about changes that are available or were made The email contains the following information Number of detected AD users Number of detected CRM users About the respective changes o Fullname of the affected CRM user o Field name o Old field data o New field data Subject AD Synchronisation 2014 05 31 14 45 13 CRM 0003142 Regarding Number of Active Directory User 32 Number of CRM User 7 CRM User Der Test CRM Field Name lastname Old Data Test New Data Tester Please note If the AD Synchronisation is carried out in the test mode the email contains only the changes available The CRM data were not automatically updated If you use the test mode you will find closer information about it in the email Seite 30 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 6 Update When a new update of our Active Directory Synchronisaiton for Microsoft Dynamics CRM is available you can install it directly For this please process as follows Just as for installing the AD Synchronisation go in the sitemap of the navigation area of your Microsoft Dynamics CRM system go to Settings then activate the Solutions entity in the left application area and double click on crmadsyninterface kal Settings Gr Solutions
12. 1 lt CrmAttribute gt lt AdAttribute gt TelephoneNumber lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt mobilephone lt CrmAttribute gt lt AdAttribute gt mobile lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_fax lt CrmAttribute gt lt AdAttribute gt facsimileTelephoneNumber lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt homephone lt CrmAttribute gt lt AdAttribute gt homePhone lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_telephone3 lt CrmAttribute gt lt AdAttribute gt pager lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt Seite 36 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com lt Mapping gt lt Mapping gt lt Mapping gt lt Mapping gt lt Mapping gt lt Mapping gt lt Mapping gt lt Mapping gt lt Mapping gt lt Mapping gt lt
13. 26 0 Fax 49 34361 826 25 www donaubauer com lt CrmAttribute gt address1_city lt CrmAttribute gt lt AdAttribute gt I lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_line1 lt CrmAttribute gt lt AdAttribute gt streetAddress lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt FieldMapping gt 8 2 Enterprise template of the field mapping XML Template of the field mapping XML Fields of the table in item 4 4 lt xml version 1 0 encoding utf 8 gt DONAUBAUER AKTIENGESELLSCHAFT lt FieldMapping gt lt Mapping gt lt CrmAttribute gt firstname lt CrmAttribute gt lt AdAttribute gt GivenName lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt lastname lt CrmAttribute gt lt AdAttribute gt sn lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt internalemailaddress lt CrmAttribute gt lt AdAttribute gt Mail lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_telephone
14. A amp Ada Installed Version g Current Version Request import Update About DO NAU BAU R Licence Licence AKTIENGESELLSCHAFT Licence Common Eur Licencing Licenceinfo Licencekey Organization Name AD Synchronisation cnNpb24 NSAwLjABL3ZIienNpb24 PHVZZWZPjEwMDwvdXNIcnM PHRS5CG ee i U A Organization Id 84ba784d 8210 e311 263d 00155d001 RW502UwcmizZTwvdHlwZT48ZXhwaXJndGivomRhdGU MjAxNCOWNSOyN TwvZXhwakJhdGlvbmRAGGU PFNpZ25hdHVyPIVHcXJaSGVRcUcwSVJBYn Version 3 0 0 Job1JZakNOoWFIhZGhFZmF3TnZ4VXpJbzU5ZZHMWHPaQWINS1B2eG1wbV VzZNzFleG9gOkVIa2dWYkhweiMxZOVabWZLVENYCFZMZDVubmQ2Y3BJUU M2 T1RnNU2crUTIFaFfsK2cwdngvUEIrMUZSajv5eWdCTINTMOZSTEOWIBGSOUIOS E _ JHBaSHBUdzRpZIMOV2xYZ0MO0a DEyolFwMGZkaVd4alhy Z2E2NGV2SW Expirationdate 2014 05 25 ZSOStIYjhwZWZGbHpsMYVFnbms2K2RNakpDbUdMaFNyMIRaUmx5ZmQwR USKTIFAVFRNMDdlbGLuVFJYWjZBazBHLzV4Y2ZHQkciMGdUTZNMZUpvbU kw cihLUHZCNNBMYIZ1UO45dXI6EQkoydHQ3NZRMMKIpPUWXxHEeHMA4S2JIZHREY i 1IFOXpZRURic1Vyd1MzckE2Y1NuYzdmSnd4L3ZSQUZOTVnBMVnOQ3d5VH Licence valid JSRVPNOkIVTytDV210MVNudzQ2NNNSR1p3TFVxdEVPWEFMUFYwbytHSTB Eb2FkSXdIWnVaedVpYKOtZULQyWGINZFISQUprTURGcmO3c1RtUECSCINN TINYNFJ5SOWO1305mTkhmWFNZN3RQRXo1cUU 2elVRUFJITSHVREVJHUINH MHIEWERmGFZrWVQwOW5GUId35eld5Z2xqbWIxT GFtYUSzekRjULhwU3VjQj FyK2NINjJEwS2cReHJnT1LVYZnIHMDINajZsZ2ZIMXIimcWhCekptTUlzMmirok5 4R3M1LUTNWbFFWZkxXclNMenc3YklackZqWGxrNThFcDFuUODAxTEsO KUQQ2ExVOILWkZxcOZS5NkloaGhkbU80TzdpVnBLd3Z2SipmZ2g0ZFdhbGlys JjVONW92M1M4LySI
15. Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 4 4 Field mapping The field mapping allows you to select the fields of the the CRM user which should be updated Thereto enter the corresponding XML in the provided field If you leave this field empty all standard fields are updated automatically by the provided XML These standard fields are listed in item 4 5 1 A customized Mapping XML is only available with the Enterprise version gt Settings Field mappings Field mapping allows you to define which of the CRM system user fields should be updated For this the corresponding XML must be entered in the provided field If this field remains empty all standard fields are automatically updated w Mapping XML lt xml version 1 0 encoding utf 8 7 gt lt FieldMapping gt lt Mapping gt lt CrmAttribute gt firstname lt CrmAttripute gt lt AdAttribute gt GivenName lt AdAttripute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDatalype gt string CrmDataType gt Mapping gt Mapping lt CrmAttribute gt lastname lt CrmAttribute gt lt AdAttribute gt sn lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDatalType gt Mapping gt Mapping lt CrmaAttribute gt intemalemailaddress lt CrmaAttribute gt lt AdAttribute gt Mail lt AdAt
16. ID ID of the user who serves a5 the recipient of the notification email of the AD synchronization The notification email will be sent automatically Test Mode Test mode allows it to perform the program without making any changes The CRM user record remains unchanged Seite 14 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 4 2 Das Tracing Level With tracing detailed data for an error search can be collected By setting the tracing level the degree of detail can be determined the higher the tracing level the more information are collected Here are the possible options No details are recorded short details for orientation purposes are recorded All significant details of the functions are recorded All events are recorded N O As a standard we recommend to set the tracing level up to 3 xe Settings Logging ie Log Level Error The Log Level setting controlls the types of messages being logged Messages will be written to the eventlag A entity The possible options are Off No messages are logged Error Only error messages are logged wr Warning Error and waming messages are logged Tracing Tracing Level x Tracing is used to gather detailed information for A debugging purposses wr The Trarina ewel zehhinn onecifies the lawal of detail A Synchroniz
17. JvbmizYXRpb248L29yZ25hbWU PG9yZ2FuaxphdGlvomikPj gOYmE3ODRkKLTgyMTALZT Organization Id 84637844 8210 311 2639 00155000 MxMS1nNjNkLTAuMTULZDAWMWIyNzwvb3JnYWS5pemFOaW9uaWQ PHZIcnNpb24 NSAwLjABL3ZienNpb24 PHVz f ZXJzPjEwMDwvdXNicnM PHR5cGU Version 3 0 0 RW50ZXJwemizZTwvdHIwZT48ZXhwaXJhdGivomRhdGU MjAxNCOWNSOyNTwvZXhwaXJhdGlvbmRhdGU PFNpZ25h Users 100 GHVyPIVHOUaSGVRcUcwSVIBYn JobUZakNoWFJhZGhFZmF3TnZ4VXpJozUSZzhMWHpaQW1NS182eG1wbVVZNzFleG9aQkVla2dWYkhwejMxZOVabW Licencetype Enterprise ZLVENYcFZMZDVubmQ2Y3BJUUM2 TLRnU2crUTIFaFFsK2cwdngvUEIrMUZSajVSeWdCTIINTm0zSTCcOWIBEOUS0SHBaSHBUdzRpZIMOV2xYZOMOaDEyolFw Expirationdate 2014 05 25 MGZkaVd4alhjY2E2NGV2SW ZSQStiVjhwZWZGbHpsMVFnoms2K2RNakpDbUdMaFNyMIRaUmxSZmQwRUSKTIF4VFRNMDalbG1uVFIYWjZBazBHL Licencostatin ZV4Y2ZHQkcLMGGUTZNMZUpvbUkw cjnLUHZCNnBMYIZ1U045dXl6QkoydHQ3NzRmMk9pUWxHeHM4S2JIZHREY LIFOXpZRURIC1VydiMzckE2Y1NuYzdmS nd4L3ZSQUZOTVhBMVhOQ305VH JSRVpNQkIvTytDV21qMVNudzQ2NnNSR1p3TFVxdEVPWEFmUFYwoytHSTBEb2FkSXalWnVadVpY KOtZULQyWGINZFI 3QUprTURGcmO3d1LRtUEC3cINN TINYNFISOWO1205mTkhmWFNZN3RQRXo1CUU2eIVRUFJTSHVRDVJHUINHMHIEWERMIFZEWVQWOWSGUId3eld5Z2x abWIxTGFtYUS9zekRjULhWU3VJQj FvK2NINjEwS2dReHInTLVYZnIHMDJNajZsZ2Z1IMXImcWhCekptTUlzMmirbk54R3MLUTNWOFFWZKXXCINMenc3Yklac kZaWGxrNThFcDFUODAXTEsO KUIQQ2ExVOILWkZxcOZSNkloaGhkbU80TzdpVnBLd3Z2SIpmZ2g0ZFdhbGlYSjVDNWS2M1iM4LySiNWp2YjlvRVowcWZ 3PTwvU2InbmFOdXI PCIBZF N5bmNJbnRicmZhYZU Licence valid Seite 10 von 38 Donaubauer Aktiengesellsch
18. NGESELLSCHAFT After closing the solution crmadsyninterface and clearing the cache of the Internet Explorer by the shortcut Crtl F5 a new section Donaubauer AG with the entites Configuration and EventLogs is displayed in the site map fh ER Einstellungen 4 Unternehmen Osa Unternehmensmanageme E Vorlagen Eg Produktkatalog 4 System FS Verwaltung ir Datenverwaltung Es systemauttrage FE Dokumentenverwaltung A berwachung 4 Anpassung Eg Anpassungen ar Losungen be Dynamics Marketplace 4 Prozesscenter Prozesse 4 Donaubauer AG ih 7 Konfiguration i Ereignisprotokolle fal Ga Einstellungen 4 Unternehmen a Unternehmensmanage E Vorlagen ES Produktkatalog 4 System E Verwaltung in Datenverwaltung F3 Systemauttrage er Dokumentenverwaltung berwachung 4 Anpassung Eg Anpassungen gr L sungen Len Dynamics Marketplace 4 Prozesscenter Prozesse 4 Donaubauer AG Er Konfiguration Ereignisprotokolle Konfiguration Alle Donaubauer AG Konfigurationen me me me nA me ne me CA Anwendung gt CRM AD Synchronis CRM AD Synchronis CRM AD Synchranis CRM AD Synchranis CRM AD Synchronis CRM AD Synchronis CRM AD Synchranis CRM AD 5ynchronis Name ActivateUser DeactivateUser FieldMapping Licencekey Log Level TestMode Tracing Level UserForEmail The Configuration entity lists certain values Here you can for ins
19. NWp2YjlvRVowcWZ3PTwvU2InomFOdxI PCSBZF Vv NSbmNJbnRicmZny2U Users 100 Licencetype Enterprise Licencestatus Seite 12 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 4 Configuration of the settings To configure the interface open the imported solution as in the image below Solution CRM AD Synchronisation Microsoft Dynamics CRM Windows Internet Explorer EJ close Gy Actions Help ile Solution CRM AD Synchronisation F amp Configuration Solution CRM AD Synchronisation x Installed Version 3 Information upane about D O N AU B AU R Current Version Sp Configuration AKTIENGESELLSCHAFT BA Components Common gt A Entities Licence B Option Sets SI Client Extensions Web Resources ma Processes gt 3 Plug in Assemblies t Sdk Message Processing S amp Service Endpoints na Dashboards E Reports SS Connection Roles E article Templates i Contract Templates 3 E mail Templates 3 Mail Merge Templates amp Security Roles G Field Security Profiles Settings CRM AD Synchronisation 100 y Now go to Settings in the SiteMap Solution CRM AD Synchronisation and in the following window you may RR carry out the necessary settings Configuration a pies amp y Update About AF Confi
20. aft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 3 2 Request a license without internet connection If the CRM server cannot connect to the internet the following window will appear after clicking on the Request License button In this case please send us the displayed information via email to lizenzen donaubauer com generate your license which will Licence Request be sent to you immediately via To request a licence please copy the displayed text and send it to the following email address em ail lizenzen donaubauer com lt AdSynclnterface gt lt orgname gt AD Synchronisation lt orgname gt A lt organizationid gt 34ba7d 40 32 10 e31 1 a63d 00155d001b27 lt organizationid gt lt version gt 5 0_0 lt version gt lt users gt 100 lt users lt type gt Enterprise type gt lt expirationdate 2014 05 25 lt expirationdate gt lt AdSynelnterface After receiving the license key from us you need to import it into your system To do so again open the imported solution of the AD Synchronisation interface and click on the License button and enter the license key in the right field Now click on the Import License button Solution CRM AD Synchronisation Fa 3 Information A You cannot directly edit the components within a managed solut
21. ated as well An alignment in order to activate an user is not possbile with this function If for instance an AD user record is activated the CRM user record however will not be activated When this field is not ticked this function is not executed meaning if an AD user record is deactivated the CRM user record will not be deactivated e gt Settings Tracing A Tracing Level E Tracing is used to gather detailed information for debugging purposses wr The Tracing evel setting onecifies the level of detail A Synchronization E Mail recipient id E7415037 85 10 E311 A63D 00155D001827 without making any changes The CRM user record remains unchanged ie Test mode Activate User This Field allows it to turn on or off the activate Users function Activate CRM User Geactiviate Users Deactivate User This Field allows it to turn on or off the function Deactivate CRM User Field mappings Field mapping allows you to define which of the CRM system user fields should be updated For this the corresponding XML must be i entered in the provided field wr Tf this field remains aeinthy all standard field are artomaticallhy urdated Mapping XML lt xml version 1 0 encoding utf 8 7 gt lt FieldMapping A Mapping T lt CrmAttribute gt tirstname lt CrmAttribute gt An individual combination of the functions Activate user and Deactivate user is possible Seite 19 von 38 Donaubauer
22. ation E Mail recipient id E7415037 85 10 E311 A65D 00155D001B27 E Mail recipient ID ID of the user who serves as the recipient of the notification email of the AD i Test mode synchronization The notification email will be sent automatically activate Users deadma Uzer Test Mode Test mode allows it to perform the program without making any changes The CRM user record h T remains unchanged Seite 15 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 4 3 The Synchronization 4 3 1 Email recipient ID The E Mail recipient id field is filled with the GUID of a CRM user This user serves as recipient of the automatically generated notification email of the AD Synchronisation For further information on the email notification see item 5 3 The user should have stored an email adress in CRM otherwise the email cannot be sent gt Settings Tracing ie Tracing Level 3 Tracing is used to gather detailed information for Ay debugging purposses W The Trarina ewel zettinn cnerifiaz the lawal nf detail A Synchronization E Mail recipient ID ID of the user who serves as the recipient of the notification email of the AD A Test mode synchronization The notification email will be sent automatically activate Users Y Piaactansie lere Se Mode Yeo mode allows it to perform the program wit
23. ation f r Microsoft Dynamics CRM 2011 ist Eigentum der Firma Donaubauer Aktiengesellschaft und ist urheberrechtlich gesch tzt Der Kunde erwirbt mit dem Kauf der Lizenz das Recht diese Software zu nutzen Er erwirbt keinerlei Rechte an der Software selbst oder an der Donaubauer Aktiengesellschaft Es ist nicht gestattet Kennzeichnungen des Produktes zu entfernen oder zu modifizieren sowie die Software zur ck zu entwickeln Reverse Engineering zu kompilieren oder zu disassemblieren Femer sind sie nicht berechtigt das Produkt zu verleihen zu vermieten Unterlizenzen zu vergeben weiter zu verkaufen oder gegen einen Gegenwert zu bertragen iv accept the terms of this license agreement By clicking on the Continue button the CRM server will connect one time with our server which will then transmit the license key to your system Importing Licence Seite 9 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT After the successful import of the license key the according information will be displayed Ft 7 a he Installed Version g i Current Version Request Moian Update About DO NAU BAU R Licence Licence AKTIENGESELLSCHAFT Licence Common Settings ER Licencing Licenceinfo Licencekey Organization Name AD Synchronisation PEFkU3luYOludGVyZmFjZT48b3JnbmFtZTSBRCBTeW5jaH
24. bauer Cr Donaubauer Cr Lay shows a warning Message 11 12 03 99 SDK Message Pr Donaubauer Cr Donaubauer cr a resulting from the following lt gt problem the interface is Pagel gt available both in German and in English The CRM however is only available in German 100 4 Therefore these warning messages can be ignored An entry named crmadsyninterface name displayed CRM AD Synchronisation appears in the CRM system in the Solutions entity ka Settings fu Gg Solutions All Solutions a amens gf New x Delete Import Ts Export j Import Translations BER Export Translations I Publish All Customizations Ui Business Management Name Display Name Version Installed On Package Typ Publisher E Templates RA Product Catalog crmadsyninterface CRM AD Synchronisation 5 0 0 3 31 2014 Managed Donaubauer AG 4 System Administration iv Data Management Fg System Jobs REY Document Management kA Auditing 4 Customization Eg Customizations 7 Solutions ne Dynamics Marketplace 4 Process Center T Processes 4 Donaubauer AG a Konfiguration F EventLogs Seite 7 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 3 License request 3 1 Automatic license request Now you need the respective license key for your interface Open the imported solution by double clicking
25. carried 4 out the routine can be stopped by the Cancel button CRM AD Synchronisation Seite 32 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 7 Uninstalling the Active Directory Synchronisation In order to uninstall the interface please proceed as follows Firstly terminate all AD Synchronisation system orders To do so go to Bulk Record Deletion in the Data Management entity Settings th B Data Management Wh Id you like to do a Business Management E MOLA yoe a TO a g TUE Duplicate Detection Settings u Duplicate Detection Rules EZ Product Catalog p Select default duplicate detection settings for your organization g Create modify and publish duplicate detection rules 4 System Z Administration g Duplicate Detection Jobs _ Bulk Record Deletion 7 Lg System Jobs Create and monitor duplicate detection jobs Manage bulk record deletion jobs a Document Management Auditing 4 Customization Data Maps Imports E Customizations Create import and export data maps used during import Import data and view the status of imports in progress gf Solutions D Dynamics Marketplace 4 Process Center Templates for Data Import a Sample Data Ei Processes ney Download a template for Data import Add sample data to the system or delet
26. e existing sample data 4 Donaubauer AG A Konfiguration el EventLogs Now select Recurring Bulk Deletion System Jobs in order to view a list of all this orders System Views D View een Completed Bulk Deletion System Jobs In Progress Bulk Deletion System Jobs My Bulk Deletion System Jobs Deleted Failures ending Bulk Deletion System Joi 0 curring Bulk Deletion 5 Jobs J O SYSTEMI 12 O SYSTEM J O SYSTEM Select all Crm AD Synchronisation system order and confirm it by clicking Cancel in the More Actions section Settings t R Bulk Record Deletion 4 Business Search for records Cy Business Management E Templates ZA New a bl More Actions ip Product Catalog C System Job Name Set View as Default View 4 System C Delete completed sys Administration en in Data Management Fa System Jobs Owner System Job SYSTEM Modify Recurrence SYSTEM Resume M Document Management Postpone Auditing Paue 4 Customization Eg Customizations ar Solutions Seite 33 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Subsequently select the solution crmadsyninterface in the Solutions entity and remove them with the Delete button in the toolbar Settings fal r R Solutions All Solutions 4 Business ar New ES Import
27. f this agreement You will then receive a 30 day DEMO license or your full teens the terms of agreement Your E Mail address lt AdSyncnterface gt lt orgname gt AD Synchronisation lt orgname lt organizationid gt 84ba784d4 5210 8311 363d 001550001b27 lt organizationid gt lt yersion gt 5 0 0 versions lt users gt LO0 lt users gt lt type gt Enterprise lt type gt lt expirationdate gt 2014 03 25 lt expirationdate gt 1a am Wichtig Bitte lesen Sie vor Installation der Software namens AD Synchronisation f r Microsoft Dynamics CRM 2011 diese Lizenzbedingungen aufmerksam durch Dieser Endbenutzer Lizenzwertrag kurz EULA End User License Agreement ist ein rechtsg ltiger Wertrag zwischen Ihnen entweder als nat rlicher oder juristischer Person und der Donaubauer Aktiengesellschaft f r das Ihnen gelieferte und im vorab genannte Software Produkt Durch die Installation und Verwendung dieser Software erkl ren Sie sich mit den Bedingungen dieses Vertrages einverstanden Sollten Sie mit den Bedingungen dieses Vertrages oder Teilen hiervon nicht einverstanden sein dann brechen Sie die Installation hier ab und geben die Software dem H ndler zur ck der Ihnen den Kaufpreis gem seinen Gesch ftsbedingungen zur ck erstatten wird 1 Software Lizenz Die dieser Lizenzvereinbarung beigef gte Software darf nur verwendet werden wenn Sie ber eine g ltige Lizenz f r dieses Produkt verf gen Die AD Synchronis
28. ged solution Solution CRM AD Synchronisation at Information Update About Sf Configuration WO Comi mE Components Common g Entities Licence Be Option Sets Client Extensions a Web Resources Processes gt H Plug in Assemblies Sdk Message Processing 5 Q Service Endpoints Settings Licence Settings Open the solution crmadsyninterface by double clicking and go to the configuration page Then go to Settings in the SiteMap In the next window click Start AD Synchronization M Update About Common SR Settings Logging Log Level Seite 24 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT When clicking the button a bulk delete job is generated and subsequently opens in a new window EJ close Gy WyActions Help ile E Bulk Delete Operation Crm AD Synchronization Information Information 4 General A General Properties Name crm AD Synchronization Owner bd SYSTEM re Status Reason wa ting Related Options Notify Me When O Yes No Recurrence O No Yes Task Completes Also Notify Al Next Run 4 1 2014 mv 4 Properties Created By 8 SYSTEM A Created On 3 31 2014 FRR v 1 40 PM Modified By amp SYSTEM Al Modified On 3 31 2014 FER Y 1 40 PM Selected Query Name Equals 9FOD9ODO A74D 4947 BA30 FD157467822D
29. guration mE Components Common b Entities Licence H Option Sets E Client Extensions a Web Resources Processes gt L Plug in Assemblies sdk Message Processing 5 PR Service Endpoints Seite 13 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com 4 1 The Log Level DONAUBAUER AKTIENGESELLSCHAFT The Log Level defines which messages are recorded The recording takes place in the Eventlog entity You may select from the following options Off Error Warning Information No messages are recorded Only error messages are recorded Error messages and warnings are recorded All messages are recorded As a standard we recommend to set to Error gt Settings Logging Log Level Tracing Tracing Level Synchronization E Mail recipient id Test mode activate Users deacmiate Users Off Error Waming Information r E74153D37 8510 E311 A630 001550001627 The Log Level setting controlls the types of messages being logged Messages will be written to the eventlog entity The possible options are Off No messages are logged Error Only error messages are logged Waming Error and waming messages are logged Tracing is used to gather detailed information for debugging purposses The Tracing ewel cettina onecifie the lawal of detail amp E Mail recipient
30. haft Es ist nicht gestattet Kennzeichnungen des Produktes zu entfernen oder zu modifizieren sowie die Software zur ck zu entwickeln Reverse Engineering zu kompilieren oder zu disassemblieren Ferner sind sie nicht berechtigt das Produkt zu verleihen zu vermieten Unterlizenzen zu vergeben weiter zu verkaufen oder gegen einen Gegenwert zu bertragen Mit dem Erwerb dieses Software Tools sind Sie berechtigt eine Kopie des Produktes f r eine CRM Organisation zu installieren zu verwenden und f r eine beliebige Anzahl von CRM Usem dieser Organisation zur Verf gung zu stellen Die technischen Voraussetzungen f r eine fehlerfreie Installation der einzelnen Versionen des Produktes entnehmen Sie bitte der entsprechenden Dokumentation 2 Kostenlose und Test und zeitlich begrenzte Versionen Die kostenlosen Demo und Testversionen werden ohne Garantie und Gew hrleistung zur Verf gung gestellt Installation und Nutzung erfolgen ausschlie lich auf eigene Gefahr und Verantwortung Bei zeitlich begrenzten Versionen wird die Software nach Zeitablauf automatisch deaktiviert und funktionsunf hig und Sie haben keinen Anspruch auf Bezug von Funktions Updates f r das Produkt es sei denn Ihre V Nutzungslizenz f r die Testversion wird verl ngert m accept the terms of this license agreement After importing the solution the fields of the Licenceinfo were filled automatically with the current data of your license key R
31. hout making any changes The CRM user record remains unchanced Field mappings Field mapping allows you to define which of the CRM system user fields should be updated For this the corresponding XML must be ie entered in the provided field W If this field remaing eeontv all standard fields are authomaticallhy urdated Mapping XML lt xml version 10 encoding utf 3 T gt lt FieldMapping gt ie lt Mapping gt T lt CrmAttribute gt firstname Crm tiribute gt Seite 16 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 4 3 2 Test mode With the test mode the program can be carried out without making changes When this box is ticked the AD Synchronisation is carried out in the test mode and all possible changes are recognized but however not executed The CRM user records always remain unalterd in the the test mode All possible changes are docuemented in an email as well as with tracing SR Settings Tracing A Tracing Level E Tracing is used to gather detailed information for ie debugging purposses y The Trarina ewel ceattinn enerifias the lawal of detail A Synchronization E Mail recipient id E7415D37 8510 311 A63D 00155D001827 automatically R Test mode Test Mode Test mode allows it to perform the program without making any changes The CRM user record activate Users remains u
32. hronisation f r Microsoft Dynamics CRM 2011 diese A synch ron ization together with the Lizenzbedingungen aufmerksam durch Donaubauer AG Please read this Dieser Endbenutzer Lizenzvertrag kurz EULA End User License Agreement ist ein rechtsg ltiger Vertrag i i zwischen Ihnen entweder als nat rlicher oder juristischer Person und der Donaubauer Aktiengesellschaft f r das ag reeme nt carefu ly befo re Co ntl nul Ng Ihnen gelieferte und im vorab genannte Software Produkt Durch die Installation und Verwendung dieser Software erkl ren Sie sich mit den Bedingungen dieses Vertrages einverstanden the software installatio n You can Sollten Sie mit den Bedingungen dieses Vertrages oder Teilen hiervon nicht einverstanden sein dann brechen Sie accept the term S of the lice nse die Installation hier ab und geben die Software dem H ndler zur ck der Ihnen den Kaufpreis gem seinen ag reem ent if you ag ree with them 2 Gesch ftsbedingungen zur ck erstatten wird 1 Software Lizenz Die dieser Lizenzvereinbarung beigef gte Software darf nur verwendet werden wenn Sie ber eine g ltige Lizenz f r dieses Produkt verf gen Die AD Synchronisation f r Microsoft Dynamics CRM 2011 ist Eigentum der Firma Donaubauer Aktiengesellschaft und ist urheberrechtlich gesch tzt Der Kunde erwirbt mit dem Kauf der Lizenz das Recht diese Software zu nutzen Er erwirbt keinerlei Rechte an der Software selbst oder an der Donaubauer Aktiengesellsc
33. ing Level 3 Tracing is used to gather detailed information for Ay debugging purposses W The Trarina ewel zetinn enecifies the lawal nf detail A Synchronization Mai ipient i 8510 3 E Mail recipient id E7415D37 8510 E311 A63D 00155D001B77 ree era fe aller team matten Tele Test mode without making any changes The CRM user record remains unchanged activate Users Activate User This Field allows it to turn on or off the deactiviate Users function Activate CRM User haf Field mappings Field mapping allows you to define which of the CRM system user fields should be updated For this the corresponding XML must be ie entered in the provided field W Tf this field remaing eamntw all standard fields are aubnaomaticallw weedated Mapping AML lt xml version 1 0 encoding utf 8 7 gt lt FieldMapping gt ie Mapping ha lt CrmAtiribute gt firstname lt CrmaAttribute gt Seite 18 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 4 3 4 Deactivate user With this field the alignment of the AD user record state and the CRM user state can be enabled or disabled in order to deactivate a user This function is only available with the Enterprise version When this field is ticked this function is executed If for instance an AD user record is deactivated the CRM user record will be deactiv
34. ion If the managed properties for solution components are set to allow customization you can edit them in the Customizations area or from another unmanaged solution Solution CRM AD Synchronisation Installed Version 5 0 0 t A Ad Current Version 5 0 0 Information a Bic a pantie DONAUBAUER Sf Configuration Licence EE AKTIENGESELLSCHAFT SE Components Licence Common Entities Licence _ B Sun Settings RR Licencing H Client Extensions 2 Web Resources S Processes Licenceinfo Licencekey _J Plug in Assemblies Sdk Message Processing S Organization Name 2 Service Endpoints Eil Organization Id AF Dashboards E Reports Version E9 connection Roles wen a Article Templates E Contract Templates EERTE E mail Templates Expirationdate te Mail Merge Templates amp security Roles Licencestatus 3 Field Security Profiles Licence invalid Licencekey not found Seite 11 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT EULA The following window displays the end To continue you must accept the terms of this agreement If you do not want to accept the Software License Terms user license agreement which you close this window and delete the solution accept by installing the AD Wichtig 1 i 1 Bitte lesen Sie vor Installation der Software namens AD Sync
35. mport and click Next Select the compressed zip or cab file that contains the solution you want to import and click Next _srowse _ cAusersvitter Desktop CRM AD Synchronization 5 0 0zip Browsen 4 100 4 R10 4 Use the Browse button and select the storage The solution will be displayed in the data field You location of the solution you received from us Open may now confirm this and the following windows by this solution clicking on the Next button Seite 5 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Import Solution Windows Internet Explorer Solution Information Solution Information Solution Information Name CRM AD Synchronisation Publisher Donaubauer AG donaubauer Package Type Managed View solution package details e Uploading 100 gi R10 y Import Solution Windows Internet Explorer Import Customizations Webpage Dialog Import Options F Importing customizations Please wait for the operation to Post Import Actions complete M Activate any processes and enable any SDK message processing steps included in the solution al R100 7 http y re Local intranet Protected Mode Off E In this window please tick the displayed box for Now the solution is being imported This process may activating all processes and sol
36. nchanged deactiviate Users Mi Activate User This Field allows it to turn on or off the w function Activate CRM User Field mappings Field mapping allows you to define which of the CRM system user fields should be updated For this the corresponding XML must be ie entered in the provided field wr Tf this field remaing eenimty all standard field are antamaticallw taten Mapping ML lt xml version 1 0 encoding utf 8 7 gt lt FieldMapping gt A Mapping T Crm Attribute tirstname lt CrmAttribute gt Seite 17 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 4 3 3 Activate user With this field the alignment of the AD user record state and the CRM user state can be enabled or disabled in order to activate a user This function is only available with the Enterprise version When this box is ticked this function is executed If for instance an AD user record is activated the CRM user record will be activated as well An alignment in order to deactivate an user is not possbile with this function If for instance an AD user record is deactivated the CRM user record however will not be deactivated When this field is not ticked this function is not executed meaning if an AD user record is activated the CRM user record will not be activated gt Settings Tracing A Trac
37. on it The following window appears Solution CRM AD Synchronisation Microsoft Dynamics CRM Windows Internet Explorer EJ close lt j Actions Help ile Solution CRM AD Synchronisation FA 3 Information Solution CRM AD Synchronisation x Installed Version BF Information henlia D O N AU B AU E R Current Version Z Configuration AKTIENGESELLSCHAFT Bid Components Common D Entities EH Option Sets r Client Extensions la Web Resources T Processes gt Plug in Assemblies Sdk Message Processing S Service Endpoints lia Dashboards 2 Reports BS Connection Roles je Article Templates E contract Templates a E mail Templates 3 Mail Merge Templates pen Wu G Field Security Profiles CRM AD Synchronisation 100 y First click on the License button and then click on Request License Now please follow the instructions of the pop up window Solution CRM AD Synchronisation E Confi oe Solution CRM AD Synchronisation BP worst DONAUBAUER Sf Configuration a AKTIENGESELLSCHAFT i Commen E Option Sets Client Extensions Seite 8 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT ee ee the automatic license request Licence Request Additionally you must accept To continue you must accept the terms o
38. phone lt CrmAttribute gt lt AdAttribute gt mobile lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_fax lt CrmAttribute gt lt AdAttribute gt facsimileTelephoneNumber lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt homephone lt CrmAttribute gt lt AdAttribute gt homePhone lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_telephone3 lt CrmAttribute gt lt AdAttribute gt pager lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_stateorprovince lt CrmAttribute gt lt AdAttribute gt st lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_postalcode lt CrmAttribute gt lt AdAttribute gt postalCode lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt Seite 35 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 8
39. r carrying out of the AD Synchronisation To do so click Cancel and ee u confirm the following dialog I with OK Related Ea Close Bulk Delete Opera Modify Recurrence rs Cancel Informatio ieee E een eee Resume Information Postpone i General Properties Copy a Link Related E mail a Link Notify Me When Task Completes Also Notify 4 Properties In order to continue the AD Synchronisation please click the Resume button To do so click Resume and ry confirm the following dialog with OK Information Related General Properties D Yes EJ close Bulk Delete Opera 2 Informatic Resume Postpone Pause Copy a Link E mail a Link Notify Me When Task Completes Yes No Also Notify 4 Properties The Pause function pauses the AD Synchronisation The AD Synchronisation is paused until you decide to e RER nee no To do so click Pause and confirm the following dialog with OK No Modify Recurrence Cancel Postpone Pause Copy a Link E mail a Link Notify Me When Task Completes Yes No Also Notify 4 Properties Seite 28 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT As an alterna
40. rry out the system order you have to select at which time of the respective day it should start Modify Recurrence Modify the schedule for selected bulk deletion jobs Run this bulk deletion system job Again you can either chose a C Never given time from the dropdown C Today at menu or enter a time yourself Important Run the job after every 1 days If you do not change the starting time the AD Synchronisation won t start at the respective time until the next day Start time Modify Recurrence Webpage Dialog When all settings are carried out N please confirm the changes with the OK button Modify Recurrence Modify the schedule for selected bulk deletion jobs Run this bulk deletion system job O Never C Today at 100M e Schedule recurrence Run the job after every 7 days Start time 3 00 AM Your Active Directory Synchronisation will now be carried out with your desired settings When changes are detected after carrying out the AD Synchronisation you will receive a notification email Seite 27 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT The Actions dropdown menu provides you with additional settings With the menu item Cancel you can stop the current system order and therefore prevent any furthe
41. rticle Templates E Contract Templates E E mail Templates i Mail Merge Templates Q Security Roles 3 Field Security Profiles Settings f CRM AD Synchronisation Seite 31 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT If your currently installed version is not the latest version of the interface you can carry out an update by clicking on the Update button The following window appears At first you can view the versions to be downloaded Update Select the desired version Please note your valid Software Assurance contract Now you can check if the displayed version was published within your purchased software assurance allowing you to download this version Version The third point of this window is a detailed description of new features and bugfixes of the previous version Our screenshot doesn t list anything in the Features item since 5 0 0 is the standard version Now you may decide whether you want to directly install the new version or download the solution and install it manually at a later time The Install button directly imports the new u version You can use it shortly afterwards ig Updating By clicking the Download button you can download the latest version as a zip file Just in case the update should not be
42. ssaageeeeessaaass 22 4 4 2 Fields of the Enterprise version u nn nennen 22 5 Use of the Active Directory Synchronisation uu 2uu00 n000an0nanunnanunnnnnn nenn 24 5 1 Email AO UNI AL ON ee eu en 30 6 Uo e 1i E EEG AE T NENNEN EIER HEN E SEEN 31 T Uninstalling the Active Directory Synchronisation ssssssssssnnnnnnnnnnnnnnnnnnnnnnnnn 33 8 Appendix Examples for Beispiele f r die Zuordnungs XML 2 z222022 35 8 1 Standard Vorlage der Feldzuordnungs XML sss22202240000000Bnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnennnnn 35 8 2 Enterprise Vorlage der Feldzuordnungs XML 00022220002200000000nnnennnnnnennnnnne nennen 36 Seite 2 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 1 Preface Thank you for choosing our Active Directory Synchronisation AD Synchronisation for Microsoft Dynamics CRM 2011 With this service which has only read access to the Active Directory you can automatically transfer changes in user records from the Active Directory into Microsoft Dynamics CRM It installs quick and easy and allows a customized interface configuration In the following pages your will find detailed instructions on installing configuration and usage Seite 3 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa
43. tance look up the current license key Furthermore the values changed in the settings are displayed The EventLog entity doesn t shows any entries yet If any errors occur during the work with the AD Synchronisation they will be documented in this tool Seite 23 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 5 Use of the Active Directory Synchronisation To start the AD Synchronisation go to Settings in the Sitemap in the navigation area of your Microsoft Dynamics CRM and activate the entity Solutions in the left application area iF Settings fat Gee Solutions All Solutions A SPINES a New X Delete Import 4 Export 3 Import Translations 8 Export Translations 4 Publish All Customizations a Business Management Name Display Name Version Installed On Package Typ Publisher jie Templates ga Product Catalog T crmadsyninterface CRM AD Synchronisation 5 0 0 3 31 2014 Managed Donaubauer AG 4 System Administration in Data Management Fa System Jobs al Document Management z Auditing 4 Customization Eg Customizations 7 Solutions ne Dynamics Marketplace 4 Process Center Ei Processes 4 Donaubauer AG EM Konfiguration F EventLogs Solution CRM AD Synchronisation f Configuration A You cannot directly edit the components within a managed solution unmana
44. tive you can use the Postpone function in order to pause the system order Here the AD Synchronisation is stoped and will be continued to a later point of time This point of time is determined by the user itself after clicking the respective button EJ coe 9 Modify Recurrence Cancel Resume Information i General Fause Properties Copy a Link Related E mail a Link Notify Me When 5 Task Completes Postpone Confirmation Webpage Dialog Also Notify Postpone Confirmation You have selected 1 System Job to Postpone 4 Properties This action will attempt to postpone the System Job you have selected 9 1 In this field you enter the date to Postpone until continue the order 2 In this field you enter a time to continue the system order at the respective date Now confirm this dialog with the OK button Seite 29 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 5 1 Email notification By entering the email recipient ID in the configuration the corresponding CRM User will receive a notification email after every successful performance of the AD Synchronisation This email however is only sent when changes are available The language of the email is English If the user s CRM is German the email language will be German as well Any other languages
45. tribute gt lt SyncAction gt Copy SyncAction gt lt CrmDatalype gt string CrmDatalype gt hg The following definitions are possible Note all XML tags have the case sensitive property therefore the user must pay attention to upper and lower case Seite 20 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT The element FieldMapping The element FieldMapping describes the field mapping XML Syntax lt FieldMapping gt lt FieldMapping gt Parent Elements The FieldMapping element has no parent elements and displays the Root element The FieldMapping element has no attributes Child elements Element name Description Mapping Alignment of the fields in AD and CRM mandatory field The element Mapping The element Mapping descripes the alignment of the fields in the Active Directory and the CRM Syntax lt Mapping gt lt Mapping gt Parent elements FieldMapping Root element mandatory field Crm ttribute Schema name of the field in CRM mandatory field AdAttribute mandatory field Seite 21 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Attributes of the Mapping element With the help of the actions
46. utions and complete take several seconds it by clicking the Next button Seite 6 von 38 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT As the installation process is finished the eventlog opens for checking and information Import Solution Windows Internet Explorer Iof x Importing Solution Help AY The import of solution CRM AD Synchronisation completed with warning p u rpose Date Time w Type Display Name Name Status Description 11 12 10 77 SDK Message Pr Donaubauer Cr Donaubauer Cr Lay z If all pol nts listed have a 11 12 10 76 SDK Message Pr Donaubauer Cr Donaubauer Cr iX ticked item in the Status 11 12 10 74 SDK Message Pr Donaubauer Cr Donaubauer Cr x colu m n the installation has 11 12 10 71 SDK Message Pr Donaubauer Cr Donaubauer Cr ESA 11 12 09 51 Dependencies C Ly been com pleted successfully 11 12 04 66 SDK Message Pr Donaubauer Cr Donaubauer Cr ix and error free You may NOW 11 12 04 52 SDK Message Pr Donaubauer Cr Donaubauer cr conclude the process f 11 12 04 51 SDK Message Pr Donaubauer Cr Donaubauer Cr ix 11 12 04 43 SDK Message Pr Donaubauer Cr Donaubauer Cr A A 11 12 04 41 SDK Message Pr Donaubauer Cr Donaubauer Cr ix The here displayed screenshot 11 12 04 34 SDK Message Pr Donau
47. y Synchronisation is now entirely uninstalled Seite 34 von 38 Donaubauer Aktiengesellschaft Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 25 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 8 Appendix Examples for the mapping XML 8 1 Standard template of the field mapping XML Template of the field mapping XML This XML ts used with the standard versions of the AD Synchronisation lt xml version 1 0 encoding utf 8 gt lt FieldMapping gt lt Mapping gt lt CrmAttribute gt firstname lt CrmAttribute gt lt AdAttribute gt GivenName lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt lastname lt CrmAttribute gt lt AdAttribute gt sn lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt internalemailaddress lt CrmAttribute gt lt AdAttribute gt Mail lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt address1_telephone1 lt CrmAttribute gt lt AdAttribute gt TelephoneNumber lt AdAttribute gt lt SyncAction gt Copy lt SyncAction gt lt CrmDataType gt string lt CrmDataType gt lt Mapping gt lt Mapping gt lt CrmAttribute gt mobile

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