Active Directory

Dovico Planning & TimesheetDovico Timesheet's integrated link to Microsoft's(R) Active Directory service allows employees to be imported from Active Directory and also authenticates logon user IDs and passwords against Active Directory.
 

Instructions when using the Microsoft Project Link

Please follow these alternate instructions if you are planning to link employees to both Active Directory and Microsoft Project.

 

The Active Directory link is located in the Integration section of the menu (Menu > Views tab > Active Directory).

To synchronize employees with Active Directory:

Prerequisite:

 

STEP 1: Establish connection information

  1. Open the connection information area of the screen by clicking the "+" graphic.

  2. Enter the Active Directory server name.

  3. Enter the port number for the Active Directory server.

  4. Enter the Windows User ID and Password for a user having Read access to Active Directory.

    The Advanced button should only be used by experienced Active Directory administrators to customize the employees returned from the Active Directory query. The “Secure authentication” option should be left on at all times except in testing scenarios.

  5. Click the Connect button.

     

STEP 2 (Optional): Schedule updates

  1. Schedule daily updates by checking the update checkbox and entering the scheduled update time (in HH:MM).
     

Tips:

  • Daily updates should be scheduled during non-peak times.

  • If daily updates are not required, a manual update for all employees shown in the 'Employees to be synchronized' list box can be accomplished by clicking the Apply button.

 

 

STEP 3: Synchronize employees
 

Once the connection to the Active Directory server is established, all Active Directory employees that have not been synchronized to Dovico are listed in the left column (Available Active Directory Employees) and all employees currently synchronized are listed in the right column (Employees to be synchronized).
 

Tip: You should consider having at least one Dovico user with full Administrative access not synchronized with Active Directory. This can avoid every one being locked out of the software if there are connectivity issues with the Active Directory server. Example; moving/replacing the Active Directory server.

 

  1. Select one or more employees from the left column.

  2. Click the Add>> button to move them to the list of employees to be synchronized.

  3. Click Apply.

  4. For each newly imported employee, the employee's security level and software access properties must be set before the employee is able to login.
     

In the case where employees already exist in the Dovico database (i.e. have identical User IDs), a new window opens offering the option to merge the conflicting employee account information in the database. When merged, an employee's first name, last name, user ID, password and e-mail address established in Dovico Planning & TimesheetDovico Timesheet are overwritten with the information from Active Directory.

    1. Check each employee to overwrite.

    2. Click OK.
       

 

 

Notes:

  • When synchronized, the employee's First Name, Last Name, User ID and e-mail address displayed in the Employees view cannot be edited. Any changes to these fields can only be accomplished using Active Directory. The employee's Password is not stored in the Dovico database and the password cannot be modified using any Dovico component.

  • Dovico’s login page “forgot password” feature will not work with employees synchronized with Active Directory.

  • When any employee User ID is modified using Active Directory, that employee will have to be re-synchronized before that user can log into Dovico.

  • The First Name, Last Name, User ID and e-mail address fields in Dovico Planning & TimesheetDovico Timesheet have limits on the number of characters permitted. Data imported from Active Directory that exceeds these limits are truncated. First Name (100 characters), Last name (100), User ID (100) and e-mail address (250).

  • Once the connection information is established, an attempt to connect to the Active Directory Server is made every time the Active Directory view is accessed.

  • The employees imported into Dovico may or may not be automatically available to all other managers using the software. The availability of imported items to other managers is determined by the status of the "Grant Access automatically..." checkbox located in the Limited Access tab.