When the HelpMaster Active Directory service monitors Active Directory for new users, it needs some way to check whether a new Active Directory user already exists in the HelpMaster database as a client. This is done by comparing certain fields of the client record in the HelpMaster database with the corresponding fields in Active Directory. Use this screen to instruct the Active Directory service which fields to compare when checking.
Each time the HelpMaster Active Directory service runs, it will iterate through each Active Directory record that is not already associated with a HelpMaster client record, and then compare that Active Directory record with HelpMaster clients using the matching pattern you select in this screen.
As a general rule, use a matching pattern that contains the highest number of fields that you know exist in both your Active Directory data as well as your HelpMaster database. Using a pattern with more fields to match will ensure that right HelpMaster client is matched with the right Active Directory user.
3 of the matching patterns match clients using the HelpMaster Client ID to the Active Directory User ID. Care should be taken using these options when you are creating a profile to link existing HelpMaster clients. Remember that the Active Directory User ID may be different to existing HelpMaster client IDs, even though they are they same person. The HelpMaster client ID may have been automatically generated at a previous time using a client ID generation algorithm that does not match up with the way the clients' Active Directory user ID is stored.
For example, the following table shows the same person, but with a different HelpMaster client ID / Active Directory user name. When such a difference occurs, it is highly recommended not to use any matching pattern that considers the Active Directory user ID. If such a pattern was used, the example record would be seen as different, and a new client for "SmithJ" would be created in the HelpMaster database.
HelpMaster | Active Directory | ||
Client ID / User ID | JohnS | SmithJ | << note the difference here! |
First Name | John | John | |
Last Name | Smith | Smith | |
john@company.com | john@company.com |
Note that it is possible to create multiple HelpMaster Active Directory profiles that have different client pattern matching options set. This may be useful if you need to use one or more of the client matching patterns, or if your Active Directory data contains differing amounts of data for different user fields. If using multiple profiles that each have the "Create" option checked, please be aware that when a profile cannot establish a match, it will create a new client.
If at any time the wrong HelpMaster client(s) is associated with the wrong Active Directory user, you can manually disassociate the HelpMaster.
See also
Working with HelpMaster clients and Active Directory