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Who is allowed to log a ticket on behalf of our NHS Trust, and how can I request access to the ticketing system?

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Who is allowed to log a ticket on behalf of our NHS Trust, and how can I request access to the ticketing system?

Access to the ticketing system is typically restricted to authorized personnel within your NHS Trust. The allowed list of individuals who can log a ticket includes staff members designated as key contacts or responsible for specific areas related to Directory Manager.

To request access to log a ticket, you will need permission from senior members of the key contacts for authorisation. If they approve, you will be added to the list of authorised ticket loggers.

How do I know when my Data Sources are set to run?

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How do I know when my Data Sources are set to run?

To find out when your data sources are set to run, do the following;

  1. Log on to the Directory Manager Server
  2. Open the Directory Manager Config Client
  3. Navigate to “Data Sources”, then further down the menu click “Data Sources”
    • You will see a list of your data sources, their recent run times and the schedule for when they are set to run, along with whether or not the data source is active.
  4. If you wish, you can manually run the Data Source by selecting it and clicking the “Run” button

If you would like any more information about the data sources such as setup, historical run data or if you would like them to be changed or new ones added then please contact the BDS Service Desk for assistance.

How can I tell if the services are running?

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How can I tell if the services are running?

If you believe the services or your transactions have stalled, then there are several ways to check if the services are running and that they are processing data;

  1. The most comprehensive way to check is to log in to the Directory Manager Web Portal and navigate to the ‘About Directory Manager’ page. You will see a table under each service that shows recent processes, these should be updating at regular intervals (30 seconds by default). If any of these have lasted longer than an hour they may need manual intervention from BDS Support. It’s possible that if one of your services is not running properly, there is a chance that it has stopped.
  2. If you think the services have stopped, you can review this by logging on to the Directory Manager server and loading the Services Management Console (Run services.msc) and check that all the BDS services are running.
  3. You can implement monitoring of the services and processes if you have a standard monitoring tool already in use at the trust. Please contact us for more information on recommended monitoring sensors and thresholds for Directory Manager.

If you still believe the services or transactions to be stuck, please contact the BDS Service Desk and we will take a look at why they are stuck and restart the services if necessary.

How can I see what rule a Transaction met?

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How can I see what rule a Transaction met?

There are several ways to view the rule which a transaction met.

  1. Pending Transactions – In the left menu click “Pending Transactions”. Find the transaction by going into new, change, rename or expiry. In the list of transactions, find the transaction you require. The “Rule” column will show you the rule that a pending transaction met. Please Note that if your transaction is auto approved you will not be able to use this method.
  2. Recent Transactions – In the left menu click “Recent Transactions”. This lists all recently approved transactions over the past 24 hours. Each transaction is broken down into each technology type (AD, Groups, Exchange etc.). You will be able see what rule the transaction hit. This will also work for rules that are auto approved.
  3. Audit Information – In the left menu click “Audit Information”. In the search box, enter the full or partial name of the person you want to look for and click “Find”. On the right side of the results, click the “Transactions” link next to the person you want. A new window opens listing all the transactions for that person. This includes the rule that was applied.
  4. Configuration Client – The final way to see which rule your transaction met is to log on to the Directory Manager server and open the Directory Manager Config Client. From here navigate to Reporting -> Process Results. Here you will be able to search every transaction Directory Manager has ever processed grouped by user, you can search this on Surname, GivenName. Note that process results gives a far more detailed log of the transaction so this would be useful in investigating a potential error.

If you need any further assistance, please contact the BDS Service Desk.

How can I Remove Business Rules?

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How can I remove Business Rules?

We would prefer if you request removal of rules through the BDS Service Desk who can remove the rules for you to ensure there are no unintended consequences. However, if you would like to amend the Business Rules yourself, you can do the following;
WARNING: If a transactions does not meet the criteria for any rule, the transaction will be ignored because no criteria has been met. Therefore, it is recommended that you do not remove the catch all rule. This is usually called “Default” and has the criteria of “EmployeeID Equals * “
  1. Log on to the Directory Manager Server
  2. Open the Services Management Console (services.msc) and stop the “BDS Directory Manager Management Service”. this prevents further processing of transaction creation and approvals
  3. Open the Directory Manager Configuration Client
  4. Navigate to “Rule Management” -> “Processing Rules”
  5. Select the transaction type from the tabs (Gateway(New), Changed, Rename, Expired)
  6. Select the technology (do not untick the checkbox next to it) that you wish to add new rules too (Active Directory, Groups, File Systems, Exchange, Azure)
  7. With the technology highlighted, click the “Business Rules” button on the right, a new window will open
  8. Click the row in the rules table you wish to remove
  9. Click the “Remove Rule” button
  10. A popup will be displayed asking if you are sure, click “Yes”
  11. Click “Ok” to close the rules window

If you are unsure about anything and require assistance, please contact the BDS Service Desk and we will be happy to help.

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