LDAPS User Sync Profile

LDAPS User Sync Profiles are used to process users from Active Directory (AD) and put them in the dashboard

Minimum requirements for a user to be synced from AD to Cloudwork

Each user that needs to be synced into Cloudwork require the following attributes in AD:

• Givenname
• Surname
• Samaccountname
• Mail

Information and Settings to have ready before creating sync profile

Directory Configuration

In your directory:

• Open your firewall and allow IP ranges from here
• Create a user in your directory which has read permissions and save the following details about newly created user:
  • Username:
  • Password:
  • Directory Location:
• Have the LDAP path for the container you want synced:
• Note down the IP address your directory server is on:
• Note has the mail attribute populated with the user's email address? If not where is this stored?

Creating a the LDAP User Sync Profile

1. In the Cloudwork Dashboard>Sync Profile>New Sync Profile>LDAP Users Sync Profile
2. Fill in the form:
   • Description: Name or Description of Sync profile
   • Ldap User: Directory and username of newly created user
   • Ldap Password: Password of newly created user
   • Search Container: The LDAP path for the container you want synced
   • Role: Depending on user type, select the appropriate type of Teacher, Student, Alum, Staff, Employee or Parent
3. Click submit

Field Information

Base Settings

Base Settings

Field	Description
	A short description to identify the sync profile
	IP address or host name of the directory server to collect information from. Password reset will only work over LDAPS://
	Username of user who has read permission to bind to when collecting
	Password of user in Ldap User with read permissions when collecting information from the server

User Settings

(If there is no image for AD Example the attribute is not processed by AD)

User Settings

Field	Description	Active Directory Example if available
	The qualified name for the container to look for users. eg, OU=students, OU=users, DC=yourdomain, DC=com
	Users created with this sync profile will have the selected role	Roles are assigned by the sync profile so won't be found in AD
	User attribute containing primary email address
	Additional email addresses for a user can be imported here
	This option will make sure a user's UPN will always be present in the Alternative Addresses for that user
	User attribute containing the username
	Allows users to have an email address as their username, this may have unexpected side-effects and each email address must be unique
	User attribute containing a unique and immutable identifier
	User attribute containing the user's surname
	The LDAP attribute that stores the SIS ID for a user. This field is important for Canvas and other services
	The LDAP attribute that stores Form or Year Group information for students.
	LDAP Field to look for an email address to use in password reset requests. Setting this field prevents users from configuring their own password reset information.
	LDAP Field to look for a mobile number to be used during password requests. Setting this field prevents users from configuring their own password reset information.
	Anything extra about a user that isn't found elsewhere in this form that you wish to add
	LDAP query paramaters that will be be used to further restrict Cloudwork's default user syncing

Advanced Settings

Advanced Settings

Field	Description
	Users and Org Units created by this profile will be created under this Org Unit.
	When this option is enabled, Cloudwork will not create any of the Org Units in the search container field. Users and sub Org Units will be created directly under the parent Org Unit
	When a user is deleted or moved to a location that Cloudwork can't see, Cloudwork will perform the chosen action
	The email domain for groups. If Force Mail Domain is selected, user accounts created or updated by replace the email domain with this domain
	The directory type that the users are syncing from
	Cloudwork will use this template to send welcome emails, if the "send Welcome" option is enabled.

Troubleshooting

Troubleshooting

Error Message	Troubleshooting
Error getting last_name for <ldap path>	make sure users have last name(sn) in their listed attributes
<Sync Profile Name> could not be processed due to an error: Could not connect to <ldap path>	Make sure server where directory is is turned on, make sure firewall configuration allows for Cloudwork IP range