Appendix E: Customizing Overrides. Binary Tree 4.3.0.1

Below you will find brief information for SMART Directory Sync 4.3.0.1. This guide contains information on how to synchronize objects between Active Directories. It also instructs on how to manage profiles and start synchronization.

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Appendix E: Customizing Overrides

In SMART Directory Sync, an override is used to transform values in the target directory based upon a formula.

The formula language used is T-SQL, used in Microsoft’s SQL Server product line. A valid select statement in T-SQL would be Select (FirstName + LastName) from BT_Person. When adding an override you do not need to include a full

SQL select statement as portions of the SQL statement are generated for you. Specifically, you are not required to use the select or from commands in the override. It is only required to enter the columns that should be selected. To continue the example above, a valid override would only need to contain the value of FirstName + LastName.

To add a View Override:

1. From the Mapping tab, click Overrides. The View Overrides window appears.

2. Click Add. The Override dialog appears.

3. Select a Person or Groups from the View drop-down list.

4. Enter a Field Name for the new override. This must be a valid internal field name in SQL.

5. Enter a Field Value for the new override. This must be a correctly formatted SQL statement.

6. Enter Comments for the new override.

7. Click Save.

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8. Click Yes for the confirmation message.

When you save an override, SMART Directory Sync re-generates the Person or Groups view. It does this by dynamically generating a single SQL statement using the snippet of SQL code that is part of all overrides. The max size for this SQL statement is 8000 total characters. If many new overrides are added, this limit could be exceeded and an error when adding the overrides will occur. In addition to the default overrides, approximately 15-20 more Person and 20-25 Group overrides can be added before hitting the size limit.

To edit a mapping override:

1. From the Mapping tab, click Overrides. The View Overrides window appears.

2. Select an Override and click Edit. The Override dialog appears.

3. Edit the Field Value for the override. The View and Field Name cannot be edited.

4. Edit Comments for the override.

5. Click Save.

6. Click Yes for the confirmation message.

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To delete a mapping override:

1. From the Mapping tab, click Overrides. The View Overrides window appears.

2. Select an Override and click Delete.

3. Click Yes for the confirmation message.

Controlling actions with Overrides

SMART Directory Sync uses the TypeOfTransaction column from the BT_Person table, or the Operation column from the BT_Groups table to determine what action to perform on the target object. These may have overrides applied to them, to control what actions Directory Sync will take for an object. The below image shows an example of this kind of override.

Matching user accounts with Overrides

The values used for matching can have overrides applied to them. This is accomplished by setting up a new override using the field names MatchValue1, MatchValue2, MatchValue3 and MatchValue4. Each MatchValue1-4 corresponds the respective Source and Target pair on the matching tab.

These values are used for matching only. Values that get written to the target are based on the mappings, not the matching.

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Example Overrides

Field Name Field Value

'@domino.contoso.com' ELSE 'SMTP:' +

TargetAddress CASE EntryType WHEN 'user' THEN 'SMTP:' + P.BTCustom020 + dbo.ReplaceDomain(InternetAddress,'domino.contoso.com') END

TargetAddress 'SMTP:' + dbo.UpdateInternetAddress(InternetAddress,'domino.')

TargetAddress ' 'SMTP:' + dbo.ReplaceDomain(InternetAddress,'domino.contoso.com')

Description

This formula will dynamically set the targetaddress value based on the

EntryType.

This formula will set the TargetAddress value based on the

InternetAddress and prefix the domain with the value specified, in this case "domino.".

This formula will set the TargetAddress value based on the

InternetAddress and replace the domain with the value specified, in this case

"domino.contoso.com

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Field Name

TargetAddress CASE WHEN InternetAddress LIKE '%@kodak.com' THEN 'smtp:' + dbo.UpdateInternetAddress(P.InternetAddress, 'domino.') WHEN

InternetAddress LIKE '%@knotes.contoso.com' THEN 'smtp:' + dbo.ReplaceDomain(P.InternetAddress, 'domino.contoso.com') ELSE

P.InternetAddress END

Field Value

CommonName CASE EntryType WHEN 'user' THEN 'do$$' + SourceDirectoryID WHEN

'sharedmail' THEN 'do$$' + SourceDirectoryID ELSE CommonName END

CommonName CASE WHEN LEN(CommonName) > 64 THEN

LTRIM(RTRIM(LEFT(CommonName,64))) ELSE CommonName END

Description

This formula will dynamically set the targetaddress value based on the existing

InternetAddress domain name value. If the first domain is found then the

TargetAddress will be set to one value, if the second domain is found another value will be used and if neither domain is found then the

TargetAddress will be set the same as the current

InternetAddress value.

This formula will dynamically set the

CommonName value based on the

EntryType.

This formula will limit the CommonName value to 64 characters if it exceeds that limit.

ProxyAddresse s

Company

CASE ProxyAddresses WHEN '' THEN 'smtp:' + dbo.ReplaceDomain(InternetAddress,'@contoso.mail.onmicrosoft.com;smt p:') + dbo.UpdateInternetAddress(InternetAddress,'domino.') ELSE

ProxyAddresses + ';smtp:' + dbo.ReplaceDomain(InternetAddress,'@contoso.mail.onmicrosoft.com;smt p:') + dbo.UpdateInternetAddress(InternetAddress,'domino.') END

This formula will set or append to the list of

ProxyAddresses values the coexistence routing addresses.

This example specifically is designed for Office 365.

LTRIM(RTRIM(LEFT(company, 50)))

BTCustom0XX "this is a string"

This formula will Trim, then limit the string value by 50 characters.

This formula will set any string value to the

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Field Name Field Value

BTCustom0XX REPLACE(InternetAddress,'@','.')

BTCustom0XX LEFT(InternetAddress,CHARINDEX('@',InternetAddress)-1)

Description any SQL field.

This formula will replace the '@' symbol with a period '.' to create a string like so.

(i.e. first.last.contoso.com)

This formula will extract the localpart of

InternetAddress.

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Key features

Synchronize user objects from a source Active Directory to a target Active Directory
Synchronize objects ‘As-is’, as Contacts, as mail-enabled users or as disabled mail-enabled users
Customizable attribute matching logic
Synchronize Active Directory groups and distribution lists from a source Active Directory to a target Active Directory
Three Conflict Resolution options for group and distribution list synchronization
Three Collision options for User object synchronization
Ability to mail-enable matched users in the target Active Directory
Customizable attribute mapping table

Frequently asked questions

On the SMART Directory Sync Console, click the License button. The License dialog window appears. Click the Apply License button. Browse to and select the license (.lic) file obtained from Binary Tree, and then click Open. The license details appear in the dialog window. Click Close to close the window.

The SMART Directory Sync AD Migration/Synchronization profile is used for both AD to AD directory synchronization and in support of an Active Directory migration utilizing Binary Tree’s SMART Active Directory Migrator product.

The Users Collisions drop-down list allows you to select how to handle user account collisions. Options include Update (default), Skip, and Rename. Update will merge the users into the target group, Skip will prevent synchronization and log a warning, and Rename will create a new user with a prefix or suffix to avoid the collision.