User Creation Templates

Streamline your Active Directory user provisioning with ADManager Plus's User Creation Templates. These powerful templates allow you to preconfigure all essential user account attributes in a single setup. When creating a new user, simply apply a template—the defined values are automatically populated, eliminating the need for manual entry.

Beyond simplifying user provisioning, templates offer:

• Customizable interface: Use the intuitive drag-and-drop component to precisely control which attributes are visible, editable, or hidden. This allows you to delegate user creation to helpdesk technicians, limiting their access to only the fields relevant to their responsibilities.
• Effortless data population: Speed up template configuration using the Copy User Attributes option. Simply replicate attribute values from an existing user account to quickly prefill your template fields.
• Smart automation with Creation Rules: Beyond static values, define dynamic Creation Rules to auto-populate fields or trigger attribute updates based on specific conditions, adapting to your organization’s unique policies and naming conventions.

Consider the common challenge of onboarding 20 new sales representatives. Instead of creating each account individually:

1. Create a Sales Team template with predefined attributes like department, location, and access permissions.
2. Import user data from a CSV file containing the new employees' basic information.
3. Apply the template to create all 20 user accounts with consistent settings in minutes.

Steps to create a user creation template

1. Log in to ADManager Plus.
2. Navigate to Management > User Management > User Templates > User Creation Templates.
3. Click Create New Template located in the top right corner of the User Creation Templates page.
4. On the User Creation Template page, enter the name and an appropriate description for the template.
5. Select the domain in which this template will be used using the Select Domain option.
6. Choose the desired template group and add the template using the Category option. Create a new group by entering the name in the Add New field and clicking the + icon.
7. Click User Creation Rules button for setting up rules to auto-fill desired attributes if the specified conditions are satisfied.
8. If you wish to configure the fields in the template with the attributes of an existing user account, click the Copy User Attributes button. To enter the values for all the necessary fields manually, follow the steps mentioned below.
9. Click Enable Drag-n-Drop button to customize the template by just dragging and dropping the required fields from the Field Tray to the appropriate tab of the template and vice versa.
10. On the General tab,
    • To change the name of this tab, click the Edit icon located before the tab name or double click on the name of the tab and enter a new name.
    • To hide or delete the entire tab and all its fields from the helpdesk technician during user creation, click the - or the x icon located beside the tab name.
11. All fields in the General tab are placed under a single field group named General. As needed, you can create new field groups and place the related fields in them.
    • To change the name of a field group, click Edit located beside the field group name.
    • To hide the entire field group or delete it, click Make Silently Active or Delete, respectively.
    • You can make the required fields mandatory using the edit option located beside the fields.
    • You can also specify the level, such as Domain, Forest, and External databases (MS SQL and Oracle), etc. at which duplication of logon name and full name attributes must be avoided, and also specify how to avoid duplicates.
    Note: To learn how to configure the external databases, click here.
    • Also, if needed, make critical attributes read-only or hidden to protect them.
    • Enter the appropriate values for all the attributes in the General tab.
12. On the Account tab, drag and drop the required fields from the field tray to the tab and remove the unnecessary ones. Specify Profile Path permissions and Home Folder permissions using the Permissions link. You can set the desired logon hours for users and also customize the basic UAC options in the Account Properties field group.

    Note: Cross-domain support is available for the memberOf attribute only if you specify the input using the CSV import option.

13. On the Contact tab, add the required fields from the field tray or delete the unwanted ones, make the required fields mandatory, read-only, or hidden, and specify the values for the attributes.
14. On the Exchange tab, select No Mail, Mailbox Enabled User, or Mail Enabled User, as needed. Select the fields that you require and enter appropriate values for all the fields including mailbox permissions, Exchange 2010/ 2013/ 2016 Policies and Mobile Services / Protocols.
15. On the Remote Mailbox tab, if you wish to create remote mailboxes for the users. Select the Enable remote mailbox option and choose the desired Mail Server. Specify the remote routing address in the field provided, and also select the desired naming format that must be used to configure the remote mailbox name.
16. On the Terminal tab, customize the fields, enter the values for the attributes including the permissions for User Profile, Home Folders, session limits, Remote Control, and Remote Access Permissions.

    Note: If you specify the terminal session limits via CSV import, you must enter the values in milliseconds. For example, to set a session limit of 5 minutes, you must enter 300,000 (milliseconds) as the value for the session limit.

17. On the OCS /Lync/ Skype tab,
    • To enable LCS/OCS server, select the LCS/OCS Server option, select the appropriate LCS/OCS Server Server and SIP URI format. In the LCS/OCS Settings section, select the required options.
    • To enable Lync/Skype, select the Skype for Business/Lync Server option. Select the required Lync Server and SIP URI format. Select the appropriate Lync Server settings.
18. To configure custom attributes, click the Custom Attributes tab.
    • Click Configure Custom Attribute link to configure a custom attribute permanently in your Active Directory.
    • To add a custom attribute specifically for only one operation, click on Add Additional Attribute.
    • Enable Run custom script on successful user creation option to run a custom script on creation of a user account.
19. On the Microsoft 365 tab, Here, you can specify the settings to be used for creating an Microsoft 365 account.
    • Choose the relevant user creation method.
    • Pick the appropriate license type and select the applications that you want the users to access.
    Note:
    • Microsoft 365 tab will be available only if you configure an Microsoft 365 tenant in Directory/Application Settings.
    • Ensure that Windows Azure module is installed on the same server where you have installed ADManager Plus. For help in installing the Azure AD module, please refer this document.
20. On the MS Teams tab, you can specify the Microsoft Teams and channels the user will be added to, as well as assign the appropriate policy packages.
21. Click Save Template.

The templates thus created will be available for single user creation and also bulk user creation wizards from where you can select to apply templates for the users.

Viewing or modifying user templates

To view or modify the user templates,

1. Navigate to Management > User Management > User Templates > User Creation Templates. This will list all the available templates.
   Tip: You can sort the templates in ascending or descending order using the arrow icon located beside the Template Name header.
2. Hover over the template name and click the Set as Default icon to make it the default template.
3. To modify the template, click the Edit icon to make changes to the template.
4. Modify the attributes as required and click Save Template.