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Prerequisites

Before importing the user details form the Azure Active Directory (AzureAD), the application must be registered in the AzureAD. To know about how to register the SummitAI application with AzureAD, refer to AzureAD Application Registration Document. 

Import Extension Attributes

Prerequisite:
Azure AD must have the extension attributes synced from on-premises AD.

You can also import extension attributes such as Company Details, Company ID and Personal Email ID etc, from Azure into the SummitAI database. It allows the user to import additional and customizable information, leading to simplified user management process. 

To import users from Azure Active Directory:

1. Select Admin > Basic > Users > Import > AD Import. The AD IMPORT page is displayed.
2. On the ACTIONS panel, click Filters and select the Domain from the drop-down list.
3. Click ADD NEW on the ACTIONS panel.
4. Select the drop-down value as Azure in the User Directory drop-down field. Type in the Active Directory details from where you want to import user details. For more information about the fields on the AD IMPORT page, see Field Description.
5. Click SUBMIT. The Active Directory details are saved.
   
   
   Figure: AD IMPORT page
   

   Anchor
   Field Description3 Field Description3

   Field Description

   The following table describes the fields on the AD IMPORT page: 

   Field	Description
   Domain	Specify the Domain name of which you want to import the user details to the Application. The Domain name is the abbreviation of the company name.
   User Directory	Select Azure to import the users from Azure's active directory.
   CONFIGURATION
   Tenant	Select the Tenant ID of the Azure Active Directory in which you created the application.
   Import from AD	Select the Azure active directory from which you want to to import the users.
   Client ID	Specify the client ID.
   Secure String	Specify the secure string.
   Run at Source	Lists the configured monitoring source type. SUMMIT Server: It refers to the Server where SummitAI  It Management Suite is installed using the SummitAI  It Management Suite Installer. It is also referred to SummitAI Centralized Server. Select this option to perform the monitoring operation from this centralized server. SUMMIT Proxy: This is an alternative Server. Select this option to perform the monitoring operation using this server. Select one of the monitoring source. Based on the selected option, the job types are displayed in the list box.
   Time Zone	Select a Time Zone from the drop-down list. The selected Time Zone is the default Time Zone for all the users. You can configure the Time Zone in COMMON MASTERS page by using the Master Type, Link Thresholds. For more information about how to configure the Time Zone, see Configuring Common Masters . If a Time Zone is mapped to a specific location, the mapped Time Zone is displayed in the Time Zone drop-down list. Note: You must do the AD import after selecting the Time Zone.
   Run at Proxy	This field is displayed if Run at Source is selected as SummitAI Proxy. Select the configured Proxy Server from the list by which the AD Import job should run.
   Active	Indicates the status set for the Active Directory configuration details. If selected, the Active Directory configuration details are used for importing user data to SummitAI database. If not selected, the Active Directory configuration details are inactive. The configured details are ignored while importing user data to SummitAI database.
   OTHER ACTIONS
   Disable Users	Indicates the status set for the user. If selected, the disabled user details are not imported from the Active Directory to SummitAI database. If not selected, the disabled user details are also imported from the Active Directory to SummitAI database.
   Clear NT ID	If selected, the NT ID of deleted users are cleared from AD. This option should be selected only for deleted users and not disabled users.
   Clear Email ID	If selected, the Email ID of deleted users are cleared from AD. This option should be selected only for deleted users and not disabled users.
   AD Import Logs	The AD Import Log captures all the logs and displays it in the IMPORT HISTORY pop-up, whenever any issue occurs during the AD user import. Following are the three types of issues captured: Error Debug Info Error: This option is enabled by default. The errors occurring during the AD user’s import are captured and displayed in the IMPORT HISTORY pop-up. Debug: This option should be enabled manually, and it captures the debug logs and displays it in the IMPORT HISTORY pop-up. Info: This option should be enabled manually, and it provides the ability to view the user’s import information in the IMPORT HISTORY pop-up.
   Configure Notification	It helps to send an e-mail notification with consolidated error list along with the users whose import failed during the AD user import. Based on the requirement, you can configure the recipients to whom the e-mail notification should trigger. You can configure the e-mail notification by providing the recipient details and required info in the EMAIL NOTIFICATION pop-up. The Notification will be triggered in case of any user import failure or error. Figure: EMAIL NOTIFICATION pop-up Following fields are displayed in the EMAIL NOTIFICATION pop-up: Subject: You can provide the mail subject. Body: You can provide the mail body. Recipients: You can specify the recipient’s name and search to add them. Selected Recipients: It displays the selected recipients.       Note: E-mail notification is sent only to the selected recipients.
   CONFIGURATION FOR LOG INCIDENT
   Log an Incident in case of Failure	Based on the error logs, the incident can be logged by consolidating all the errors along with the list of users whose import failed. If this check box is enabled then the following fields are available for edit. These field are greyed out if the check box is disabled. Mailbox: It helps to send an e-mail when there is a user import failure. A Notification Parser must be configured to send e-mail notification for user import failure. The incident will be logged only if the Notification Parser is configured with the same e-mail ID. The following fields are similar to the SMTP configuration. Email is sent using this configuration parameters. From Name: Specify the from name. From E-mail ID: Specify e-mail ID from which mail should be sent. Server Name: Specify SMTP server name. Port: Specify the SMTP port number. User Name: Specify the SMTP user name. Password: Specify the SMTP password. SSL Required: Enable or disable the check box for sending an e-mail.
   ATTRIBUTES DETAILS
   NT Login ID	By default, the standard attribute for NT Login ID is displayed. You can modify the data as specified by the Administrator, if required.
   User Name	By default, the standard attribute for the user name is displayed. You can modify the user name as specified by the Administrator, if required.
   E-mail ID	By default, the standard attribute for the user e-mail id is displayed. You can modify the user e-mail id as specified by the Administrator, if required.
   Employee ID	By default, the standard attribute for the employee id is displayed. You can modify the employee id as specified by the Administrator, if required.
   Customer	By default, the standard attribute for the customer is displayed. You can modify the customer as specified by the Administrator, if required.
   Location	By default, the standard attribute for the location is displayed. You can modify the location as specified by the Administrator, if required. For multiple locations, concatenate the locations in this format: Location 1+;+Location 2.
   Country	By default, the standard attribute for the country is displayed. You can modify the country as specified by the Administrator, if required.
   Designation	By default, the standard attribute for the designation is displayed. You can modify the designation as specified by the Administrator, if required.
   Contact Number	By default, the standard attribute for the contact number is displayed. You can modify the contact number as specified by the Administrator, if required.
   Mobile Number	By default, the standard attribute for the mobile number is displayed. You can modify the mobile number as specified by the Administrator, if required.
   Manager	By default, the standard attribute for the manager is displayed. You can modify the manager name as specified by the Administrator, if required.
   Address	By default, the standard attribute for the address is displayed. You can modify the address as specified by the Administrator, if required.
   NOTIFICATION
   Notify Inactive User Details	Select the check box to send notification e-mails to notify the Administrators regarding the users who are deactivated/ deleted from the AD.
   Notification E-mail IDs	Specify the e-mail ids of the Analysts to send the notification e-mails.
   Select Templates	Select the template that you wish to configure for all the users in the active directory. Select the check box corresponding to the template that you wish to configure for the users.

   
   

   Note
   title Note:
   The analyst persona inactive analyst email notification feature is enhanced to address all the pending and progressive dependents associated with the inactive analyst. For more information, see OFFBOARDING USER POLICY LIST.

   
   

   Note
   title Note:
   To import an Employee Photograph, ensure that the job, USERIMAGEIMPORTAD is running on the CUSTOM SCHEDULER page. For more information on how to run a job on CUSTOM SCHEDULER page, see Configuring Custom Scheduler.

   
   

   Note
   title Note:
   The Custom Fields configured on the FORM BUILDER page is displayed under the ATTRIBUTE DETAILS section. For more information on how to configure the Custom Fields, see Configuring Custom Fields for Users.

   
   

   Expand
   title User Image Import
   If a User is updating their Profile Image in Azure Active Directory, with AD import the Profile Image is fetched and stored on the local and the same is updated on the SummitAI Application.     Prerequisites:  Ensure that AD Import Job,AD Import Users is running on the CUSTOM SCHEDULER page.     In servermoniter.exe ensure to add the following  key    add key="ADImport:Azurethumbnailphoto" value="True" />    User must have updated his profile image in Azure Active Directory.    To View this perform following steps:    1. Login to the Summit Application as Admin.  2. NavigatetoAdmin > Import > User Import 3. Configure Azure Active Directory. Ensure the AD Import job AD Import Users is running. 4. Navigate to Admin > Users > User List. Verify if the Users are imported. 5. Login to the Summit Application as User who updated the profile image in Azure Active Directory and verify if the profile photo is visible in the top right corner. Figure: Azure Active Directory User Image Import to Summit Application

   
   

   Expand
   title Import Users with name Starting with specific letter
   A Configuration key is added based on which the specific Users are imported from Azure Active Directory to SummitAI application.    Example: If the value of the Configuration Key is “N” then only Users whose name starts with N are imported to the SummitAI application.    Prerequisite:   Add the following Configuration Key in servermonitor.exe    Note: By default, the value of the following Configuration Key is EMPTY.  In the following as an example letter N is added as an example.   add key="AzureUserCustomQuery" value="&$filter=startswith(displayName,'N')" />  To ensure, perform the following steps: 1.Login to the Summit Application as Admin.  2. NavigatetoAdmin > Import > User Import 3. Configure Azure Active Directory. Ensure the AD Import job AD Import Usersis running. 4. Add the Configuration Key in servermonitor.exe file of the Summit Application. 5. Navigate to Admin > Users > Users List. 6. Verify if the Users imported are according to the Configuration Key Value.

   
   

You can import user details from the Samba Active Directory into the SummitAI database. Also, bulk import of user details, such as NT Login ID, User Name, Employee ID, E-mail ID, Employee Photograph, Customer, Country, and so on can be completed at a time. This is useful if you are using Linux operating system.

To import users from Samba Active Directory:

1. Select Admin > Basic > Users > Import > AD Import. The AD IMPORT page is displayed.
2. On the ACTIONS panel, click Filters and select the Domain from the drop-down list.
3. Click ADD NEW on the ACTIONS panel.
4. Select the drop-down value as Samba Active Directory in the User Directory drop-down field. Type in the Active Directory details from where you want to import user details. For more information about the fields on the AD IMPORT page, see Field Description.
5. Click SUBMIT. The Active Directory details are saved.
   
   
   Figure: AD IMPORT page - Samba Active Directories
   

   Anchor
   Field Description-samba Field Description-samba

   Field Description

   The following table describes the fields on the AD IMPORT page: 

   Field	Description
   LDAP (Lightweight Directory Access Protocol) Configuration:
   LDAP Path	Specify the path name of the Active Directory database. Notes: If you configure IP address in the IP Address field, specify the string to represent the Distinguished Name (DN). Example: CN=Users,DC=summitdc,DC=lab If you do not configure the IP address in the IP Address field, specify the fully qualified name of the DN. Example: summusdv.lab
   Import from AD	Select the required options you want to import from the Active Directory. Users: Select Users to import all the users available in the AD. Groups: Select Groups to import all the groups available in the AD. Deleted Objects: Select Deleted Objects to import all the deleted objects, such as users or groups from the AD.
   Domain	Specify the Domain name of which you want to import the user details to the Application. The Domain name is the abbreviation of the company name.
   User Name (DOMAIN\User Name)	Specify the domain user name. For example, Domain\username
   Password	Type in the password.
   Confirm Password	Re-enter the password for confirmation.
   Time Zone	Select a Time Zone from the drop-down list. The selected Time Zone is the default Time Zone for all the users. You can configure the Time Zone in COMMON MASTERS page by using the Master Type, Link Thresholds. For more information about how to configure the Time Zone, see Configuring Common Masters . If a Time Zone is mapped to a specific location, the mapped Time Zone is displayed in the Time Zone drop-down list. Note: You must do the AD import after selecting the Time Zone.
   IP Address	Specify the IP address of the machine if Proxy Server is configured in the demilitarized zone (DMZ).
   Run at Source	Lists the configured monitoring source type. SUMMIT Server: It refers to the Server where SummitAI  It Management Suite is installed using the SummitAI  It Management Suite Installer. It is also referred to SummitAI Centralized Server. Select this option to perform the monitoring operation from this centralized server. SUMMIT Proxy: This is an alternative Server. Select this option to perform the monitoring operation using this server. Select one of the monitoring source. Based on the selected option, the job types are displayed in the list box.
   Run at Proxy	This field is displayed if Run at Source is selected as SummitAI Proxy. Select the configured Proxy Server from the list by which the AD Import job should run.
   Enable SSL Connection	If selected, the application runs with the web protocol “HTTPS”, which establishes a secured connection while exchanging data with the server. If not selected, the application runs with the web protocol “HTTP”, which is not a secured connection and is susceptible to data theft or spying.
   Active	Indicates the status set for the Active Directory configuration details. If selected, the Active Directory configuration details are used for importing user data to SummitAI database. If not selected, the Active Directory configuration details are inactive. The configured details are ignored while importing user data to SummitAI database.
   OTHER ACTIONS
   Specify OU(s) to exclude	Specify the organizational units that you wish to exclude from importing to the SummitAI application.
   Specify Group(s) to include	Specify the Groups that you want to include. You can add more than one Group.
   Attributes Not to be Null	Specify the attributes for which the value should not be Null while importing data from the Active Directory database. For example: Object Class.
   Disable Users	Indicates the status set for the user. If selected, the disabled user details are not imported from the Active Directory to SummitAI database. If not selected, the disabled user details are also imported from the Active Directory to SummitAI database.
   Clear NT ID	If selected, the NT ID of deleted users are cleared from AD. This option should be selected only for deleted users and not disabled users.
   Clear Email ID	If selected, the Email ID of deleted users are cleared from AD. This option should be selected only for deleted users and not disabled users.
   Ignore Display Names With Text	Specify the keywords to ignore the user names with the specified keywords while importing data from Active Directory to Summit. If the specified keywords are present in the User’s Display Name text, the user data is ignored while importing data from Active Directory to SummitAI .
   Ignore the SAM Account Names with text	Specify the keywords to ignore the SAM Account Names with the specified keywords while importing data from the Active Directory to SummitAI. If the specified keywords are present in the SAM Account Name (NT Login ID), the user data is ignored while importing data from Active Directory to SummitAI .
   AD Import Logs	The AD Import Log captures all the logs and displays it in the IMPORT HISTORY pop-up, whenever any issue occurs during the AD user import. Following are the three types of issues captured: Error Debug Info Error: This option is enabled by default. The errors occurring during the AD user’s import are captured and displayed in the IMPORT HISTORY pop-up. Debug: This option should be enabled manually, and it captures the debug logs and displays it in the IMPORT HISTORY pop-up. Info: This option should be enabled manually, and it provides the ability to view the user’s import information in the IMPORT HISTORY pop-up.
   Configure Notification	It helps to send an e-mail notification with consolidated error list along with the users whose import failed during the AD user import. Based on the requirement, you can configure the recipients to whom the e-mail notification should trigger. You can configure the e-mail notification by providing the recipient details and required info in the EMAIL NOTIFICATION pop-up. The Notification will be triggered in case of any user import failure or error. Figure: EMAIL NOTIFICATION pop-up Following fields are displayed in the EMAIL NOTIFICATION pop-up: Subject: You can provide the mail subject. Body: You can provide the mail body. Recipients: You can specify the recipient’s name and search to add them. Selected Recipients: It displays the selected recipients.       Note: E-mail notification is sent only to the selected recipients.
   CONFIGURATION FOR LOG INCIDENT
   Log an Incident in case of Failure	Based on the error logs, the incident can be logged by consolidating all the errors along with the list of users whose import failed. If this check box is enabled then the following fields are available for edit. These field are greyed out if the check box is disabled. Mailbox: It helps to send an e-mail when there is a user import failure. A Notification Parser must be configured to send e-mail notification for user import failure. The incident will be logged only if the Notification Parser is configured with the same e-mail ID. The following fields are similar to the SMTP configuration. Email is sent using this configuration parameters. From Name: Specify the from name. From E-mail ID: Specify e-mail ID from which mail should be sent. Server Name: Specify SMTP server name. Port: Specify the SMTP port number. User Name: Specify the SMTP user name. Password: Specify the SMTP password. SSL Required: Enable or disable the check box for sending an e-mail.
   ATTRIBUTES DETAILS
   NT Login ID	By default, the standard attribute for NT Login ID is displayed. You can modify the data as specified by the Administrator, if required.
   User Name	By default, the standard attribute for the user name is displayed. You can modify the user name as specified by the Administrator, if required.
   E-mail ID	By default, the standard attribute for the user e-mail id is displayed. You can modify the user e-mail id as specified by the Administrator, if required.
   Employee ID	By default, the standard attribute for the employee id is displayed. You can modify the employee id as specified by the Administrator, if required.
   Customer	By default, the standard attribute for the customer is displayed. You can modify the customer as specified by the Administrator, if required.
   Location	By default, the standard attribute for the location is displayed. You can modify the location as specified by the Administrator, if required. For multiple locations, concatenate the locations in this format: Location 1+;+Location 2.
   Country	By default, the standard attribute for the country is displayed. You can modify the country as specified by the Administrator, if required.
   Designation	By default, the standard attribute for the designation is displayed. You can modify the designation as specified by the Administrator, if required.
   Contact Number	By default, the standard attribute for the contact number is displayed. You can modify the contact number as specified by the Administrator, if required.
   Mobile Number	By default, the standard attribute for the mobile number is displayed. You can modify the mobile number as specified by the Administrator, if required.
   Manager	By default, the standard attribute for the manager is displayed. You can modify the manager name as specified by the Administrator, if required.
   Address	By default, the standard attribute for the address is displayed. You can modify the address as specified by the Administrator, if required.
   NOTIFICATION
   Notify Inactive User Details	Select the check box to send notification e-mails to notify the Administrators regarding the users who are deactivated/ deleted from the AD.
   Notification E-mail IDs	Specify the e-mail ids of the Analysts to send the notification e-mails.
   Select Templates	Select the template that you wish to configure for all the users in the active directory. Select the check box corresponding to the template that you wish to configure for the users.

   
   

   Note
   The analyst persona inactive analyst email notification feature is enhanced to address all the pending and progressive dependents associated with the inactive analyst. For more information, see OFFBOARDING USER POLICY LIST.

   
   

   Note
   title Note:
   To import an Employee Photograph, ensure that the job, USERIMAGEIMPORTAD is running on the CUSTOM SCHEDULER page. For more information on how to run a job on CUSTOM SCHEDULER page, see Configuring Custom Scheduler.

   
   

   Note
   title Note:
   The Custom Fields configured on the FORM BUILDER page is displayed under the ATTRIBUTE DETAILS section. For more information on how to configure Custom Fields, see Configuring Custom Fields for Users.

   
   

When the configured Active Directories are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click  ADD NEW to add a new Active Directory configuration for importing user details.