Matching

What is matching?

Matching is a process in Power365 that provides a method for objects between different directories to be paired together for migration and synchronization purposes.

 

Why is matching required?

Matching is required because it provides a mapping between source and target objects for the purposes of group membership synchronization and email address translation during migration.

 

What is matched?

All Users and Groups are matched between a source tenant environment and a target.

 

What projects types support automatic matching and discovery?

The Premium and Advanced projects types support discovery and matching services. The Basic project type supports uploading of mapping lists for matching users and groups.

 

When does matching occur?

Matching automatically occurs during the discovery process and can be run manually at any time by an authorized project administrator.

 

How does matching work?

Power365 will attempt to match users and groups in the source tenant with users and groups in the target tenant.

During project setup, you may choose up to 3 attribute pairs that Power365 will use to make this object pairing determination.

Matching is processed in the order listed. If there is no match on the first attribute, Power365 moves down the list.

With the Integration project type, if no match is found, Power365 may create the users and groups for you.

For more information about matching, download the Prerequisites Guide.

 

What are the projects requirements for matching?

To complete the project setup and match objects, you will be required to setup pairs for Tenant Environments, Domains and Attributes for Users and Groups.

For more information about matching, download the Prerequisites Guide.

 

Can I run a match myself?

Yes, there is an action available called Match. This action will match an unmatched user or group against the target environment without the need to run a full discovery in source and target.

 

How do I run the match action?

It’s easy, navigate to the users or group you would like to match. Select the item then select the Match action from the action drop-down menu. Once selected, click the Apply Action button to begin. The status of the object will change to Matching. When successfully complete, the status will change to Matched.

 

Are there matching logs?

Yes, within the discovery logs, matched objects will be logged. However, the easier method is to export all discovered users and groups. The export of all discovered objects will provide a list of all matched and unmatched objects. Navigate to the user or group management view then select all the objects. Afterwards, select the Export action from the action drop-down menu.

 

Additional Information

Quick-Start Guide (PDF)

Prerequisites (PDF)

Discovery

How to Match Groups