eFileCabinet Active Directory Syncing Guide
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The Active Directory Syncing user guide explains how to import users and groups from a Windows Active Directory into eFileCabinet, making it easier for organizations with large user groups to manage them. It includes detailed steps for importing, selecting, and setting permissions for users and groups, as well as the syncing process for maintaining up-to-date user information. Active Directory Syncing helps streamline account management by periodically updating user configurations based on changes in the Windows directory.
![Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey]
Active Directory Syncing
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 1 of 7
Active Directory Syncing
User Guide](https://image.slidesharecdn.com/activedirectorysyncing11-6-14-150916180608-lva1-app6892/85/eFileCabinet-Active-Directory-Syncing-Guide-1-320.jpg)
![Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey]
Active Directory Syncing
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 2 of 7
1.0 Active Directory Syncing
Introduction
The Active Directory Syncing Add-On Tool makes it easy to create users and
groups inside eFileCabinet. Instead of creating individual users or user groups,
Active Directory Syncing allows you to import users from your Windows
Directory.This is especially convenient for entities with large user groups.
Step Action
1 Import Active Directory
The fourth step in the Server Wizard will enable you to import users and groups from
your Active Directory.
Note: In the event that you missed this step in the Server Wizard, you can also initiate
the same window from within the program by clicking the Import from Active
Directory Button located within the Users and Groups section of the program.
2
Click Get Users and Groups.](https://image.slidesharecdn.com/activedirectorysyncing11-6-14-150916180608-lva1-app6892/85/eFileCabinet-Active-Directory-Syncing-Guide-2-320.jpg)
![Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey]
Active Directory Syncing
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 3 of 7
Step Action
3
Your Active Directory is displayed.
Select the users and user groups you wish to import by clicking on them. There is no
limit to how many users and groups you may select. You may also choose Select All
to import all users and groups from your directory.
Click Add to eFileCabinet.](https://image.slidesharecdn.com/activedirectorysyncing11-6-14-150916180608-lva1-app6892/85/eFileCabinet-Active-Directory-Syncing-Guide-3-320.jpg)
![Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey]
Active Directory Syncing
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 4 of 7
Step Action
4
While importing the users, it will also check to see what groups they are linked to in
Active Directory. You may import these at the same time by adding select users or
selecting all.](https://image.slidesharecdn.com/activedirectorysyncing11-6-14-150916180608-lva1-app6892/85/eFileCabinet-Active-Directory-Syncing-Guide-4-320.jpg)
![Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey]
Active Directory Syncing
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 5 of 7
Step Action
5
The blue eFileCabinet User Icon will appear next to each imported user’s name.
Each user’s permissions can be customized by clicking on the user and then clicking
Edit.
(Note: The New User, New Group, and Delete Buttons will NOT make changes to
your Active Directory. These buttons are for eFileCabinet changes only and will not
be synced with the Active Directory.)
Click Next.
6
After importing your users, you will need to set permissions on each Cabinet within
the eFileCabinet Program. It is recommended that you set permissions for groups
instead of users, as this will make it easier to change permissions.
If the groups were also imported through Active Directory, then when users are
assigned to new groups in Active Directory, those changes will also be synced to
eFileCabinet periodically.](https://image.slidesharecdn.com/activedirectorysyncing11-6-14-150916180608-lva1-app6892/85/eFileCabinet-Active-Directory-Syncing-Guide-5-320.jpg)
![Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey]
Active Directory Syncing
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 6 of 7
Step Action
7
The next time you log in to eFileCabinet, click the blue Login with Windows
Account link.
Clicking this link verifies your Windows login credentials, matches you to your
eFileCabinet account, and logs you in as that user.
8
Active Directory will periodically sync both accounts and update your users and user
groups, helping you to easily and accurately manage your user directory. For
example, user accounts are deleted for employees that are no longer with the
company.](https://image.slidesharecdn.com/activedirectorysyncing11-6-14-150916180608-lva1-app6892/85/eFileCabinet-Active-Directory-Syncing-Guide-6-320.jpg)
![Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey]
Active Directory Syncing
© 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of
eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of
eFileCabinet.
Page 7 of 7](https://image.slidesharecdn.com/activedirectorysyncing11-6-14-150916180608-lva1-app6892/85/eFileCabinet-Active-Directory-Syncing-Guide-7-320.jpg)
eFileCabinet Active Directory Syncing Guide
- 1. Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey] Active Directory Syncing © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 1 of 7 Active Directory Syncing User Guide
- 2. Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey] Active Directory Syncing © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 2 of 7 1.0 Active Directory Syncing Introduction The Active Directory Syncing Add-On Tool makes it easy to create users and groups inside eFileCabinet. Instead of creating individual users or user groups, Active Directory Syncing allows you to import users from your Windows Directory.This is especially convenient for entities with large user groups. Step Action 1 Import Active Directory The fourth step in the Server Wizard will enable you to import users and groups from your Active Directory. Note: In the event that you missed this step in the Server Wizard, you can also initiate the same window from within the program by clicking the Import from Active Directory Button located within the Users and Groups section of the program. 2 Click Get Users and Groups.
- 3. Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey] Active Directory Syncing © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 3 of 7 Step Action 3 Your Active Directory is displayed. Select the users and user groups you wish to import by clicking on them. There is no limit to how many users and groups you may select. You may also choose Select All to import all users and groups from your directory. Click Add to eFileCabinet.
- 4. Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey] Active Directory Syncing © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 4 of 7 Step Action 4 While importing the users, it will also check to see what groups they are linked to in Active Directory. You may import these at the same time by adding select users or selecting all.
- 5. Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey] Active Directory Syncing © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 5 of 7 Step Action 5 The blue eFileCabinet User Icon will appear next to each imported user’s name. Each user’s permissions can be customized by clicking on the user and then clicking Edit. (Note: The New User, New Group, and Delete Buttons will NOT make changes to your Active Directory. These buttons are for eFileCabinet changes only and will not be synced with the Active Directory.) Click Next. 6 After importing your users, you will need to set permissions on each Cabinet within the eFileCabinet Program. It is recommended that you set permissions for groups instead of users, as this will make it easier to change permissions. If the groups were also imported through Active Directory, then when users are assigned to new groups in Active Directory, those changes will also be synced to eFileCabinet periodically.
- 6. Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey] Active Directory Syncing © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 6 of 7 Step Action 7 The next time you log in to eFileCabinet, click the blue Login with Windows Account link. Clicking this link verifies your Windows login credentials, matches you to your eFileCabinet account, and logs you in as that user. 8 Active Directory will periodically sync both accounts and update your users and user groups, helping you to easily and accurately manage your user directory. For example, user accounts are deleted for employees that are no longer with the company.
- 7. Last Updated 11/11/2014 9:17:29 AM by [KMcQuivey] Active Directory Syncing © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet. Page 7 of 7