Overview
System Requirements
Installing
Upgrading
Getting Support
The User Interface
The Toolbar
Configuration
Extract File Management
Receipt Settings
Process Settings
Server administration
Input File Viewer
File Storage
File Storage Management
Previews
The Rules Engine
Rules Interface
Creating Rules
Removing Rules
Using Templates
Purging
How to set up Purging
Manual Purging
Reporting
The Statistics Report
The Preview Report
Summary File
Action Logs
Changes Logs
User Creation Settings
1. General Options
2. Account Options
3. Path Options
4. WTS Options
5. Advanced Options
Using Placeholders
Setting Security Groups
Folder Access Rights
Email Alerts
Further Information
Domain Administration         Overview
Match Freezing
Glossary
 

Process Settings

The Process Settings pane is used to configure when and how Directory Manager will process extract files.

NOTE: Changes to the settings on this tab are only saved when the Save and Close button is clicked.

Process pending files automatically

Directory Manager can process registered extract files at designated times. The following frequencies can be chosen:

  • Every day – the files will be processed at the designated time
  • Every x hours – registered files will be processed every x hours
  • Immediately – as soon as a file is registered, Directory Manager will process it

This option will only take effect when the software is running in the system tray.

Process files in the background

Directory Manager can either process files in the background with no dialog windows shown, or can display a progress dialog box on screen reporting on the progress. With this option selected, when running in background, the system tray icon will change to indicate when processing is taking place.

When processing file entries, do x at a time

This option sets the "chunk" size, that is, the number of entries that are processed by Directory Manager from an extract file at a time. This is useful if memory or network speeds are an issue and if so, a smaller chunk size should be specified. If these are not an issue, a larger chunk size should be specified.

This value can be between 1 and 1000. A value of 25 to 100 is typically recommended.

Perform Matching on IDs

When processing files, Directory Manager checks to see if the user already exists on the directory. Selecting this option will make Directory Manager check the Unique ID (UID) field. For this to have any effect, the existing user objects must have UID values in the correct attribute. The UID will have been pre-populated during the implementation process by another BDS Solutions product.

This option MUST BE turned on for Directory Manager to link entries in the extract file to existing user accounts on the directory.

Move objects based on rules

When an entry is matched to an existing user object on the directory but is found to be in a different OU to that specified by the matching rule, Directory Manager can move the object to the correct OU.

Turn on previews

Previewing allows the results of processing a file, without making any changes to the directory. This allows verification of the results before committing them. See Preview for more information.

User Creation Settings

This opens the User Creation Settings management form.

Turn on automatic purging

This is a master switch for purging. Selecting this will turn on the purging settings defined in the rules. De-selecting this will turn off these settings and purging will not be applied.

This switch can therefore be used to turn on purging when the system is ready. In the same way, it can be used to temporarily turn off purging for testing or similar purposes.

Provide confirmation of processing

Directory Manager can email process summary messages whenever it completes the processing of a single / batch of extract files. Enter email addresses of recipients in the box. To add multiple addresses, separate them using a semi-colon (e.g. John.Smith@nhs.net;Simon.Jones@nhs.net).

Attach summary

During the processing of address book files, a summary csv file is produced that lists all rules that were used in the processing along with the actions taken for each. See Summary File for more information.

Select this option to attach this file to the message.

Attach log file

The action log is a detailed csv file that lists all entries from the extract file(s), along with the action that occurred and the rule it matched on. See Action Logs for more details.

Select this option to attach this file to the message.