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Automating the User Provisioning ProcessFebruary 24, 2016
© HelpSystems. Company Confidential.All trademarks and registered trademarks contained herein are the property of their respective owners.
© HelpSystems. Company Confidential.05/02/2023 2
Today’s Speaker
DONNA HORTONTraining & Services Consultant
© HelpSystems. Company Confidential.05/02/2023 3
Today’s Agenda
• Onboarding and offboarding processes• Create and provision Active Directory
users and permissions• Setting up temporary passwords• Using PowerShell• Sending email notifications• Automate BPA Server • Demonstration• Q&A
© HelpSystems. Company Confidential.05/02/2023 4
• Employee onboarding/set upnew users
• Disabling users on leave of absence • Enabling users when returning from
leave of absence• Employee offboarding/remove users
from Active Directory• Group and permission management• Email notification
www.petri.com
Employee Onboarding and Offboarding
© HelpSystems. Company Confidential.05/02/2023 5www.petri.com
Polling Question #1
How many users have youprovisioned in the last 45 days?
© HelpSystems. Company Confidential.05/02/2023 6
• Personal detailsName, department, manager
• Account and application informationLogin, email address
• Group and role managementSecurity groups
• Add users to Exchange andother systems
www.petri.com
User Provisioning
© HelpSystems. Company Confidential.05/02/2023 7
• Manual user provisioning is expensive• Requires involvement of IT personnel• Communication between IT and HR
results in onboarding and offboarding delays• Other processes may be involved to
provision users in connected systems
www.petri.com
IT vs. HR
© HelpSystems. Company Confidential.05/02/2023 8
User Provisioning Pain Points
• Time-consuming• Security risks• Not enough resources to handle
onboarding/offboarding processes • Multiple applications and permission
settings for each employee• Email confirmations• Error/exception handling
© HelpSystems. Company Confidential.05/02/2023 9www.petri.com
Active Directory Administrative Center
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Active Directory with PowerShell cmdlets
www.petri.com
© HelpSystems. Company Confidential.05/02/2023 11
PowerShell add multiple users looping a CSV file
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Active Directory with PowerShell cmdlets
© HelpSystems. Company Confidential.05/02/2023 12www.petri.com
Polling Question #2
How much time do youspend on provisioning a user?
© HelpSystems. Company Confidential.05/02/2023 13www.petri.com
© HelpSystems. Company Confidential.05/02/2023 14www.petri.com
• Triggers: schedule, file monitor, hot keys, database
• Actions: Active Directory, Excel, Exchange, PowerShell, text manipulation, file system, etc.
Active Directory Automation
© HelpSystems. Company Confidential.05/02/2023 15www.petri.com
• Monitor emails for new hires • Get, save, and extract data from email attachments • Create Active Directory user account and password • Set up user in Exchange with PowerShell• Log report transaction • Email temp account IDs and passwords to hiring manager
Active Directory Solution
© HelpSystems. Company Confidential.05/02/2023 16www.petri.com
Polling Question #1
How are you notifying managersonce a new user is set up in Active Directory?
© HelpSystems. Company Confidential.05/02/2023 17
Live Demonstration
© HelpSystems. Company Confidential.05/02/2023 18
www.petri.com
To Request a Personalized Demo
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Questions?
© HelpSystems. Company Confidential.05/02/2023 20
© HelpSystems. Company Confidential.05/02/2023 21www.petri.com
DONNA HORTONTraining & Services Consultant
+1 213-738-1700 | [email protected]
Thank You For Joining Us!