Manual Account Sync allows you to trigger a sync of account information across various systems, such as Active Directory (AD), Office 365 (O365), and with Server agents. This KB article will guide you through the process of using the Manual Account Sync feature and explain how it works.
Please note: Email and phone numbers will not be updated
Viewing the last synced date & time for O365 and Active Directory
- Log into the dashboard and navigate to a customer page
- Hover over the customer name in the upper left corner to reveal the account sync information
- You can see the last sync date-time for O365 and Active Directory
- The sync information is displayed in the same timezone as set in dashboard settings and uses the format "MM/DD/YYYY HH:MM: SS AM/PM
Triggering a manual account sync
You may initally see a "-" in the the account status column. Please trigger a manual once to update the status.
Follow these steps to toggle a manual sync with O365, Active Directory, and Server Agents:
- Ensure that the necessary agents (AD server, AD member, and Server) are installed for your customer and/or O365 integration is enabled.
- Click on the sync button located in the top left corner.
- You will see a banner indicating that accounts are syncing
- You can navigate the admin dashboard while the sync is happening in the background.
- Once the sync is complete, the sync button will stop spinning and a success banner will appear, notifying you that the accounts have been synced successfully.
- The following account details will be updated: DisplayName, FirstName, LastName, Account Status (Expired or Locked), Password Expiration Date
- If both AD and Azure/O365 Account Sources are connected for the customer they will both be updated by this process.
Account sync by Changes in AD
Any change made to the account on the AD Directory source will trigger a sync for that specific account. A manual sync should not be required in these cases.
Account properties that will be synced
Handling of Sync Failures and Errors
In case a sync fails or encounters errors, Quickpass will provide appropriate notifications and log events to help troubleshoot the issues.
|Event type||Status||Event Name||Details||Customer||Date/Time||Source||Account Type||Login|
|Office 365||Success||Manual Sync O365||Manual Sync O365 - Success||Customer Name||Date/Time||-||-||Login email|
|Office 365||Failed||Manual Sync O365||Manual Sync O365 - Failed||<description of the error that caused the failure>||Date/Time||-||-||Login email|
|Agent||Success||Manual Sync Server Agents||Manual Sync Server Agents - Success||Active Directory||Date/Time||-||-||Login email|
|Agent||Failed||Manual Sync Server Agents||Manual Sync Server Agents - Failed||<description of the error that caused the failure>||Date/Time||-||-||Login email|