Help CenterThis article is intended for those using the Atera for IT Departments platform.
Atera's integration with Azure Active Directory (AD) enables you to import and sync your organization's users from Azure AD to Atera, so they stay effortlessly up-to-date. The integration entails a simple and secure, one-way sync in which new users in Azure AD are created in Atera and existing ones are updated in Atera to mirror Azure AD.
How it Works
- Simple, one-way sync from Azure AD to Atera
- 100% secure. Login credentials are never saved
- When Azure AD Offices/Departments are matched to Atera ‘Sites’, the new users are created in Atera (if they don't already exist)
- Users are matched based on email address. If Azure identifies that a user already exists in Atera, then information including first name, last name, job title, and mobile phone number will be updated in Atera based on Azure AD. The integration will override all the values of these fields in Atera, with their respective information from Azure
- Users that exist in Atera, but not in Azure AD, won’t be affected
- If a user, that was imported/updated from Azure, is modified in Atera, syncing with Azure will override this modification
- If an email of a user, that was imported/updated from Azure, is modified in Atera, then syncing with Azure will create a new user in Atera
Connect with Azure AD
Connecting with Azure AD initiates a one-time sync that will import/update your organization's users from Azure AD to Atera. Additionally, you can initiate on-demand syncs, at any time, to ensure users stay current.
Note: This is a one-time sync—not an automatic and ongoing process that continuously updates users. You can re-sync at any time to keep your users updated.
To connect:
1. Click Sites on the side panel.
The Sites page appears.
2. Click the New site dropdown menu (upper, right) and select Import from Azure AD
The Azure Active Directory Integration page appears.
3. Click Connect
4. Sign in to Microsoft Azure AD with your organization's Admin credentials.
Once connected, the import wizard appears.
5. Select the field you typically use to classify your office locations in Azure AD (either 'Office' or 'Department'), then click Next
6. Match Azure AD offices to Atera sites to import users to the right place (or select Don't import where applicable). When done, click Next
Notes:
- Unmatched offices won’t be imported.
- If a location was not specified in Azure AD as either Office or Department, then it appears as 'Undefined'.
7. Select the Azure AD user types you wish to import (either 'Member' or 'Guest'), then click Import
Importing/updating begins automatically, and may take a few minutes. A confirmation message appears when the process is complete. Imported contacts will have an Azure AD symbol.
Note: You may need to refresh the Users page to see the newly imported/updated users.
Sync Users on Demand
Once you've connected to Azure AD at least once, you can initiate an on-demand sync at any time you wish, to import/update your organization's users from Azure AD to Atera. No need to ever re-enter the Azure credentials (the Microsoft authentication token is saved, enabling a quick reconnection).
To sync on demand:
1. On the Sites page, click the New site dropdown menu (upper, right) and select Import from Azure AD
2. Click Sync now
The import wizard appears.
3. Complete the import wizard steps (see instructions above).
Once done, user importing/updating begins. A confirmation message appears when the process is complete.
Disconnect from Azure AD
You can disconnect the Azure AD integration at any time. Users that have already been imported to Atera will not be affected.
To disconnect:
1. On the Sites page, click the New site dropdown menu (upper, right) and select Import from Azure AD
The Azure Active Directory page appears.
2. Click Disconnect
3. Click Disconnect again in the confirmation window.
Your organization is now disconnected from Azure AD.
Alina Anton