Configure Department and Location Roles

6 min

Department and Location roles are required so you can apply provisioning rules based on a user’s department or physical location. They are also used to assign default entitlements for people in those departments or locations. These are required to be setup before we can onboard a test user.

Create Department Roles

We'll create a couple of initial roles to get setup, these will change once your actual department and location data is imported.

Open Activate Studio.

Navigate to Roles > Departments.

Right-click the Departments role and select Add New Role.

Create a new role named Administration under Departments.

Create another new role named Information Services under Departments.

Create Location Roles

Navigate to Roles > Locations.

Create a new role named Auckland under Locations.

Create another role named Los Angeles under Locations.

Configure Location Parameters

Configure User OU

In Roles > Locations, right-click in the Parameters window and select: New Parameter > UserOU

This parameter stores the Active Directory OU where new users will be created.

Open the UserOU parameter.

Click Browse… and search for the OU where new user accounts should be created.

Type the OU name and click Find.

Select the OU from the search results and click OK.

If different locations require different OUs, repeat these steps for each location.

Configure User Home Drive Settings

In the Parameters window, right-click and select New Parameter > UserHomeServer

This parameter defines the server where user home drives are created.

If your organisation does not use home drives, skip to the next section.

Double-click the UserHomeServer parameter.

Enter the server name and share where home drives should be created. The default path is: \\server\share\Users\loginName

Where:

server is the configured parameter value.

loginName is the username generated in the Create User task.

Click OK.

Configure User Profile Drive Settings

In the Parameters window, right-click and select: New Parameter > UserProfileServer

This parameter defines the server for user profile drives.

If your organisation does not use profile drives, skip to the next section.

Double-click the UserProfileServer parameter.

Enter the server name for profile drives. The default path is: \\server\Profile\loginName

Where:

server is the value configured in the UserProfileServer parameter.

loginName is the login name generated during the Create User job.

Configure Exchange Server Settings

Configure the ExchangeServer parameter on the Location root. This defines which Exchange Server is used to create mailboxes:

For On-Premises Exchange, set the value to match the Exchange Server resource name created earlier in the Exchange Server configuration.

For Exchange Online mailboxes, set the value to Office365

For more information on Exchange configuration refer to Exchange Server Introduction