User Provisioning Service Basics
Important: The User Provisioning Service module must be purchased separately. If you have questions about or want to purchase the User Provisioning Service advanced feature module, contact NAVEX Customer Support by submitting a request in the Community.
You can use the User Provisioning Service module to upload any of the following types of sync files to your NAVEX or hosted (SaaS) PolicyTech system:
- Automatically generated Active Directory® user information
- User sync files that are either exported from another database or manually created
- Department sync files that are either exported from another database or manually created
Once you have configured and started the User Provisioning Service and configured and activated Scheduled User Import, Automated User Synchronization or Automated Department Synchronization in PolicyTech, the import and sync process begin as follows:
- User Provisioning Service uploads any sync files found in a specified folder to a PolicyTech folder.
Note: If you choose to sync user information from Active Directory, a sync file is automatically created and placed in the specified upload folder. If you choose to sync user or department information from a database other than Active Directory, User Provisioning Service cannot pull that information automatically. Someone or a programmatic process must do the work of manually creating or exporting the user or department information and placing it in the specified upload folder.
- According to the sync trigger you defined, the PolicyTech system monitors the folder where User Provisioning Service placed the sync file. PolicyTech then imports the uploaded file and syncs the user or department data it contains with the information already in the PolicyTech database.
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