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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.

This design step allows you to create rules to select specific users using filters and assign them the desired organizational unit.

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

Organizational Unit Assignment Step

Figure 1. Default Organizational Unit Assignment step

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.

Define Organizational Unit Mapping Rule Form

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.

Define Organizational Unit Mapping Rule Form

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 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 with and also choose the OU you want to assign.

    OU Filter example

    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 inside the box.

    Organizational Unit dropdown to select organizational unit

    Figure 6. Organizational Unit dropdown to select organizational unit.

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

    OU Add and Collapse Button

    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.

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

Import And Export Mapping Rules

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

Import/Export dropdwon to import or export file

Figure 8. "Import/Export Mapping Rules" button.

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

Importing mapping rules

Steps for importing file:

  1. Choose Import tab from the dialog box.

    Dialog to import file

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

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

    Choose file button to import

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

    Widow Directory to choose file to import

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

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

Note - There is the specific format to import file. You can get the format by exporting some mapping rules.

Exporting mapping rules

Steps for exporting mapping rules:

  1. Choose Export tab from a dialog box.

    Choose Export Tab

    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).

    Choose File Format

    Figure 13. File Formats To Export.

    Export Button

    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.

AI button for Organizational Units

Figure 15. "AI" button.