Organizational Unit Assignment

An organizational unit (OU) is a container for the objects where you can place users, groups, computers, and other organizational units. You can create organizational units to mirror your organization's functional or business structure.

If there is no OU found in the custom mapping rule, then the integration will move the user to the default OU.

Note- This is a mandatory step, you will have to fill out the default OU dropdown to move to the next step.

Figure 1. Default Organizational Unit Assignment step

Figure 2. Default Organizational Unit Assignment step with Multi-Domain Controller

How to create a Rule for mapping the organizational units?

Once you are on this step you will see a section under the heading Add user to OU. This section represents a rule based on which organizational units can be assigned to selected users.

Figure 3. Define Organizational Unit Mapping Rule Form

In a multi-domain controller setup, you can assign an OU to the user from any of the base DN depending on the condition.

Figure 4. Define Organizational Unit Mapping Rule Form with Multi-Domain Controller

Following are the steps to create a rule

1. Firstly, you need to set priority for the rules you are mapping. Use numbers to define the priority for the mapping the rules. Lower the number, higher the priority.

2. After that, you can set up the filters to select the users you want to assign organizational units to. You can create a filter using the following steps -

   • Click on "Choose Attribute" and select the employee attribute and operation you want to apply to match that attribute.
   • Next, you get a "Value" field where you type the value you want to match the attribute and also choose the OU you want to assign.

   

   Figure 5. Example of an OU filter

3. You can add multiple filters using the "AND" and "OR" logic. These logics can be added using the : button present on the right of the value input field.

4. You can add multiple rows of the above filters using + button as shown below.

   

   Figure 6. Organizational Unit dropdown to select organizational unit.

   You can add or delete more rules with different priorities using the Add a rule or delete button respectively.

   

   Figure 7. 'Add a rule' and 'Delete' buttons.

Adding the default organizational units

This is a mandatory field. To add default organizational units, you need to click on the data present in the "Choose OU" dropdown.

The organizational unit that is selected in the "Choose OU" dropdown will be assigned to the users in case if there are no matched rules or if you haven't created any rules.

If you have enabled the multi-domain controller option, then you will need to provide default organizational units for all the domain controllers that you have provided on the connection page.

Import And Export OU Assignment Rules

Using this feature, you will be able to import all the OU Assignment rules by uploading a .csv or .xlsx file. Also, you can export all the OU Assignment rules as a .csv/.xlsx file.

Figure 8. "Import/Export OU Assignment Rules" button.

to import or export a file, you have to first click on the Import/Export OU Assignment Rules button. Clicking on this button will open a Dialog box containing two tabs- one is for importing, and the other is for exporting the OU Assignment rules. By default, if the form is valid, you will be redirected to the Export tab. Otherwise the Export tab will remain disabled, and you will be redirected to the Import tab.

Importing OU Assignment rules

Steps for importing file:

1. Choose the Import tab from the dialog box.

   

   Figure 9. Dialog Box for Importing .xlsx or .csv File

2. Now Click on the Choose File button to choose the file you want to import. Clicking on the button will open a file directory from which you can select .csv or .xlsx file.

   

   Figure 10. "Choose File" button for choosing the file to be imported.

   

   Figure 11. Windows Tab for choosing .xlsx or .csv File.

3. After doing the first 2 steps, please wait while your file gets imported and rules get created. The rules will be imported in sorted order according to priority. The lower the number, the higher the priority.

Note - There is a specific format to import files. You can get the format by exporting some OU Assignment rules.

Exporting OU Assignment rules

Steps for exporting OU Assignment rules:

1. Choose the Export tab from a dialog box.

   

   Figure 12. Dialog Box for Exporting File.

2. Now Select the file format from the dropdown and click on Export button. Once clicked your file will get exported in the selected format and the name of the file will be Hire2Retire_OU_Mapping_(TimeStamp).

   

   Figure 13. File Formats to Export.

   

   Figure 14. "Export" button.

AI Insights for Organizational Unit

With RoboMQ’s new AI model, rule sets for OUs can be seamlessly generated. Click the icon adjacent to 'Organizational Unit Assignment' in the workflow and fill out the form for more details. Upon submission, RoboMQ’s AI team will engage with you, craft rule sets, and deliver you as a CSV file.

Figure 15. "AI" button.