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Evaluation of Cayosoft Products can be accomplished quickly and easily with a few simple steps. It is important to recognize that many of the pre-defined business rule templates look for specific problems that may or may not exist in your environment.

Important Product Concepts

Rules

Rules accomplish tasks by querying a system for conditions and then (optionally) acting on that information. For example, you may create a rule to query for inactive users accounts and then suspend those accounts to free-up licenses.

  • Preview Rules to Query for conditions or data the rule is designed to identify.
  • Run Rules to Query then execute Actions on the results returned by the Query.
  • Enforce Rule to set a schedule to Run a Rule periodically.

Dynamic Groups

Dynamic Groups use criteria based Rules to add or remove the right people from Security Groups or Distribution Groups. Dynamic Groups Rules are built with flexible criteria that allow you to use Queries or Static Entries to identify users or groups to be included or excluded from a particular group’s membership.

Creating Output

Reports, Lists or other Data may be created when a rule is executed. By default, new reports are accessible by clicking the Reports folder. Lists or Data (usually CSV files) are sometimes created after a rule has been executed and are made accessible by clicking the Lists and Data folder. Because rules are executed in the background, it may take some time for a report to appear after a rule has been executed.

Execution History

Execution History shows the success or failure encountered during Rule execution. Execution history for a specific Rule is only displayed after a rule has fully executed. Depending on the size and scope of your environment, some rules may take an extended time to fully execute. Enforcing a rule allows you to schedule the execution of a rule during off-hours allowing you to choose the best time for Rule execution.

Licensing

Trial, Freeware or Commercial Licenses are available. Most Cayosoft products have a FREE built-in 25 day trial license for evaluation purposes. Some policies may not be covered by the built-in 25 day trial.  At the end of the 25-day trial you will be asked to purchase & install a license or continue in a reduced functionality Freeware mode. To purchase a license visit www.cayosoft.com/get-a-license/

Create a simple Active Directory Rule (Export a CSV of AD Users)

This short evaluation is designed to get you a general understanding of how to run a simple rule with the least amount of setup and configuration.

Active Directory Hybrid ToolsCreate a Rule with the New Rule Wizard

  1. In the navigation tree on the left click Rules.
  2. From the Action menu click Add Rule or New Rule.
    The Action menu is on the far right side of the screen. The Add/New Rule action will display the Add Rule wizard.
  3. On the first step of the New Rule Wizard check Active Directory and click Next.
  4. On the second step of the new Rule Wizard check Users and click Next.
  5. On the third step of the New Rule Wizard click AD Users and then select Export to a CSV Text File in the After rule runs section.
    NewRuleWiz-SelectTempalateOutput
  6. Click Next.
  7. On the fourth step of the wizard change the name field to AD Users Ouput to CSV File and click Finish.
    Your new rule will be constructed and displayed on screen.

Active Directory Hybrid ToolsPreview the Rule’s Query

  1. Locate the Rule’s Query Section.
  2. Display a list of objects returned by this rule by clicking Preview.
    Prior to running a rule, it is a good idea to Preview the rule to see a list of objects that will be the subject of the Rule.
  3. Close the preview Window.

Active Directory Hybrid ToolsRun the Rule

  1. Locate the Rule’s Action Section
    Notice this particular Rule does not list any Action. This indicates that the rule is not configured to run a specific task.
  2. Click the Run.
    Despite not having any Actions, Running the Rule will send the Query results to the Output section.
  3. A dialog box is displayed that indicates the Rule was submitted to the Administration Service and will be processed shortly.
  4. Click OK.

Active Directory Hybrid ToolsViewing Output

  1. Click the Lists and Data folder in the navigation tree.
  2. In the Lists and Data details pane click the AD Users Output to CSV File-201x-xx-xx.csv file.
  3. Click Open on the Action Menu (top right).
    This will open the text file and allow you to browse the content.
    Any text files placed in the \Program Files\Cayo Software\AdminAssistant\Lists hard drive folder will be available in this window.
  4. Close the text file.

Active Directory Hybrid ToolsChecking Rule Execution History

  1. Click the Execution History node in the navigation tree.
  2. In the Execution History details pane click the AD Users Output to CSV.
  3. Click View Details on the Action Menu (top right).
    This will open the execution details for the last time this rule was run.
    Details include execution time, number of objects affected and any errors that may have occurred.
  4. Close the Execution History Report.
Create a simple Office 365 Rule (Export a CSV of Office 365 Users)

This short evaluation is designed to get you a general understanding of how to run a simple rule with the least amount of setup and configuration.

Active Directory Hybrid ToolsCreate a Rule with the New Rule Wizard

  1. In the navigation tree on the left click Rules.
  2. From the Action menu click Add Rule or New Rule.
    The Action menu is on the far right side of the screen. The Add/New Rule action will display the Add Rule wizard.
  3. On the Select Platform step of the New Rule Wizard check Office 365 and click Next.
  4. On the Select Objects step of the new Rule Wizard check Users and click Next.
  5. On the Select Template step of the New Rule Wizard click Office 365 Users and then select Export to a CSV Text File in the After rule runs section.
    NewRuleWiz-SelectTempalateOutputOffice365
  6. Click Next.
  7. On the fourth step of the wizard change the name field to Office 365 Users Ouput to CSV File and click Finish.
    Your new rule will be constructed and displayed on screen.

Active Directory Hybrid ToolsPreview the Rule’s Query

  1. Locate the Rule’s Query Section.
  2. Display a list of objects returned by this rule by clicking Preview.
    Prior to running a rule, it is a good idea to Preview the rule to see a list of objects that will be the subject of the Rule.
  3. Close the preview Window.

Active Directory Hybrid ToolsRun the Rule

  1. Locate the Rule’s Action Section
    Notice this particular Rule does not list any Action. This indicates that the rule is not configured to run a specific task.
  2. Click the Run.
    Despite not having any Actions, Running the Rule will send the Query results to the Output section.
  3. A dialog box is displayed that indicates the Rule was submitted to the Administration Service and will be processed shortly.
  4. Click OK.

Active Directory Hybrid ToolsViewing Output

  1. Click the Lists and Data folder in the navigation tree.
  2. In the Lists and Data details pane click the Office 365 Users Ouput to CSV File-201x-xx-xx.csv file.
  3. Click Open on the Action Menu (top right).
    This will open the text file and allow you to browse the content.
    Any text files placed in the \Program Files\Cayo Software\AdminAssistant\Lists hard drive folder will be available in this window.
  4. Close the text file.

Active Directory Hybrid ToolsChecking Rule Execution History

  1. Click the Execution History node in the navigation tree.
  2. In the Execution History details pane click the Office 365 Users Ouput to CSV File.
  3. Click View Details on the Action Menu (top right).
    This will open the execution details for the last time this rule was run.
    Details include execution time, number of objects affected and any errors that may have occurred.
  4. Close the Execution History Report.
Create Dynamic Group

This short evaluation is designed to get you a general understanding of how to run a simple rule with the least amount of setup and configuration.

Active Directory Hybrid ToolsCreate a Test Group in Active Directory

To begin we must have an Active Directory Group that will be turned into a Dynamic Group. It is recommended that a new group be created for testing purposes.

  1. Open the Active Directory Users and Computers Console.
  2. Create a new group called Test Dynamic Group.CreateTestDG
  3. Close the Active Directory Users and Computers Console.

Active Directory Hybrid ToolsSelect the Dynamic Group 

  1. In the navigation tree on the left click Groups.
  2. From the Action menu click New Dynamic Group.
    The Action menu is on the far right side of the screen.
    The Select Group Object dialog box will be displayed.
  3. Click Retrieve List of Objects.
    CreateTestDG-SelectDG - Browse
  4. Above the list of groups type Test Dynamic Group in the filter field and Press [ENTER].
    CreateTestDG-SelectDG - Filter
  5. Select the Test Dynamic Group and click OK.
    The Dynamic Group Rule page will be displayed and the Test Dynamic Group is set as the Target Group.

Active Directory Hybrid ToolsAdding Membership Rule Criteria

  1. Click the Add Membership Rule button.
    At the top of the Add/Edit Rule dialog change the Display Name to AD Built-in Users.
  2. From the Specify Command section in the middle of the dialog box, click AD Users.
  3. In the Filter* field type {description -like “Built-in*”}
    By setting the Filter to {description -like “Built-in*”} the membership rule will identify accounts where the description begins with the words Built-in. If you would like to target a different set of users you can substitute other filters such as {department -eq “Engineering”} or {JobTitle -like “*manager*”}
    CreateTestDG - MemberRule
  4. Click OK.
  5. Note the default Membership type is Include by Query. The same process can be used to Exclude by Query or Include/Exclude specific objects by Name.
    CreateTestDG-SelectDG - MemberRuleComplete
  6. Click Preview to see a list of Users and Groups that will be made Dynamic Group Members from this Membership Rule.
    (To adjust the Membership rule use the Add or Edit… buttons.)
  7. At the bottom of the Rule pane click Save Changes.

 

 

 

 

 

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