Xcitium Enterprise Admin Guide - Import User Groups from LDAP

Import User Groups from LDAP

There are two ways to add users to Xcitium:

Manually add users:

Enroll one user at a time

Import multiple users from a .csv file

Import user groups from Active Directory (AD) servers

Xcitium Enterprise can be configured to access your AD server through the Lightweight Directory Access Protocol (LDAP). You can add multiple LDAP accounts.

Process in brief:

Add an LDAP server by specifying its IP address, domain and the login credentials of the AD server:

Click 'Settings' > 'Settings' > 'Portal Set-Up' > select the 'Active Directory' tab > Click 'Add'

Once added, users and user groups in the AD directory will be visible in the 'Active Directory' interface:

Click 'Settings' > 'Settings' > 'Portal Set-Up' > select the 'Active Directory' tab > Click on an AD domain name > Click the 'User Groups' tab

Select the users and groups you wish to import

Assign roles to users/user groups as required

Synchronize LDAP with Xcitium

The selected users/user groups will be imported and placed into respective groups in Xcitium

The 'User List' and 'User Groups' interfaces let you view/manage users and enroll user devices. See Users and User Groups for more details.

The Active Directory interface

Click 'Settings' > 'Settings' > 'Portal Set-Up'

Click the 'Active Directory' tab

Column Heading	Description
Account Domain	The Active Directory domain name. Click the domain name to: View and import user groups Configure device enrollment for imported users Configure the connection between the AD server and Xcitium See Manage LDAP Accounts for more details.
Customer Name	The organization associated with the AD domain
Enable LDAP	Whether or not the LDAP account is active
Server Host	The LDAP hostname or IP address of the AD server
Author	The admin who added the LDAP account Click the admin name to view their details. See View User Details if you need help with this.
Created	The date and time at which the LDAP account was added

Note: Xcitium communicates with Xcitium servers and managed devices in order to update data, deploy profiles, synchronize LDAP server via devices and so on. You need to configure your firewall accordingly to allow these connections. The details of IPs, hostnames and ports are provided in Appendix 1.

Add an LDAP account

Click 'Add' at the top

The 'Login to Active Directory' wizard opens:

Step 1 - Enter LDAP account details

Form Element	Description
LDAP Server Host	The IP address or hostname of the Active Directory (AD) server
LDAP Account Domain	The Active Directory domain name.
Company	Choose the company to which the AD server belongs. By default, it is your company. Leave the settings as 'Default Customer'.
LDAP Account Login	The admin username and password required to access the AD server.
LDAP Account Password

Click 'Next' after completing the settings form.

Step 2 - Configure Synchronization Settings

Sync Settings

Enable Sync at Business Days - Xcitium will automatically sync with the LDAP server once per day Monday through Friday to check for and import new users

Enable Sync At Weekend - Xcitium will automatically sync with the LDAP server once a day on Saturdays and Sundays to check for and import new users on weekends.

Note - you can manually sync at any time by clicking the 'Sync with LDAP' button.

Connection Type

The connections setting determine how Xcitium Enterprise connects to the LDAP server. You can connect directly from the Xcitium server or via the enrolled devices.

If you choose the second option, you should specify the names of enrolled Windows devices which are in the same network as the AD server.

Click 'Next'

Step 3 - Finish

Do not send any enrollment notifications - No notification mails are sent to imported users.

Send enrollment notifications to all synchronized new users - Device enrollment emails are sent to imported users. These mails include instructions which tell the user how to add their device to Xcitium.

Specify email address to send enrollment notifications for all synchronized new users - Add the recipients who should receive a notification mail when new users are added. Usually sent to an administrator, the mail contains instructions on how to enroll devices for the new users. You can add multiple email addresses here.

Click 'Finish'

Xcitium Enterprise will connect to the LDAP server per the configuration. A summary of account settings is shown if the connection is successful:

Click 'Edit' if you want to change any details, edit the details and click 'Save' to save your settings.

The synchronization task will run as scheduled in step - 2, and the user groups will be added.

Click 'Sync with LDAP' to instantly sync the user groups between the AD server and Xcitium

Repeat the process to add more AD servers to import user groups from.

Manage LDAP Accounts

The Active Directory interface lets you view and edit the details of integrated AD servers, synchronize users between AD and Xcitium, and more.

Click 'Settings' > 'Settings' > 'Portal Set-up' > 'Active Directory'

Click the AD domain name from the list of LDAP accounts to view or edit its details

The Active Directory details will be displayed under four tabs:

Settings

User Groups

Enroll

Connection Type

Settings tab

The 'Settings' tab displays AD configuration details:

Click 'Edit' to update any LDAP details and click the 'Save' button

User Groups tab

The 'User Groups' tab shows groups that were identified on the AD server. This includes users/groups created in the root folder and all sub-folders/custom folders on the AD server. This interface allows you to:

Selectively enable/disable AD synchronization for groups. Synchronization allows Xcitium to update its user list whenever users are added/removed from the AD server.

Select the roles to be applied to users in each AD group.

Manually synchronize groups before importing to Xcitium

Enable/disable synchronization

Select user group(s) from the list and click 'Synchronization' at the top:

Select whether synchronization should be enabled or not from the drop-down. If enabled, Xcitium will periodically synchronize with the group to import new users and remove deleted users.

Assign roles to imported users

Select the user(s)/user group(s).

Select 'Set Default Role' to assign the default Xcitium user role to the users. See Set a role as the default role if you need help with this.

Select 'Change Role' if you want to assign a different role to imported users.

Type the first few characters of the name of the role to be assigned and select the role from the options.

The selected role will be displayed in the 'Role' column for the users/user groups.

Repeat the process to apply different roles to different users/user groups.

See 'Manage Roles Assigned to a User' for more details on roles.

Import users from selected user group

Click 'Sync with LDAP'

The LDAP user/user groups are synchronized with Xcitium and new users are imported. The 'User List'/'User Groups' interfaces will update appropriately. See 'Users and User Groups' if you need more help with users and groups.

Enroll tab

The 'Enroll' tab displays the current setting of enrollment notification sent to imported users.

Click 'Edit' to change the enrollment notification type

Do not send any enrollment notifications - No enrollment mails will be sent to users imported via LDAP.

Send enrollment notifications to all synchronized new users - Device enrollment emails will be sent to new users enrolled via LDAP.

Specify email address to send enrollment notifications for all synchronized new users - Specify email recipients who should receive a notification mail when new users have been added. Usually sent to an administrator, the mail will contain instructions on how to enroll devices for the new users. You can add multiple email addresses here.

Update the notification type from the options and click 'Save'

Connection Type Tab

The 'Connection Type' tab displays how the AD server currently connects to Xcitium.

Click the 'Edit' button to change the connection type.

If the first option is selected, Xcitium will connect to the configured LDAP server directly. The second option enables the Xcitium server to connect to the LDAP server via enrolled devices. Multiple devices can be configured for the second option.

Click 'Save' after selecting the option.

You can add multiple LDAP servers for the account from the Active Directory interface. Click 'Add' and follow the same procedure explained above.

Active Directory Interface - Sorting, Search and Filter Options

Click on the column headers sorts items in alphabetical, ascending/descending order

Click the funnel button to open filter options:

You can search for a specific LDAP account based by domain name, host and/or author. Enter your search criteria in the respective text boxes and click 'Apply'.

You can also filter by the date the account was created. Use the calendar buttons at the bottom to select start and end dates then click 'Apply'.

You can use any combination of filters to search for specific LDAP accounts.

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Import User Groups from LDAP