Directory Synchronization Workshop

Objective

The Directory Synchronization Workshop provides a structured foundation for setting up and configuring automated user synchronization between the customer's directory infrastructure and Retarus services.

The workshop is designed to:

• establish a common understanding of the Retarus Directory Synchronization capabilities

• assess the customer's directory environment and export requirements

• define the mapping logic for user profiles, aliases, and service-specific attributes

• design the synchronization solution including configuration file structure

• document the agreed setup as the basis for implementation

The objective is to ensure the customer enters the implementation phase with a validated synchronization design, defined mapping rules, and documented configuration parameters — regardless of which Retarus services are in scope.

Typical Customer Scenarios

The service is particularly suitable for customers with:

• initial deployment of Retarus services requiring automated user provisioning

• existing manual user management that needs to be replaced by automated directory synchronization

• multiple Retarus services (E-Mail, Fax, SMS) requiring consolidated user synchronization

• complex directory environments with multiple sources or non-standard attribute structures

• upcoming migration or restructuring of their identity infrastructure (Active Directory, Azure AD, IAM)

Scope of Services

Directory Synchronization Fundamentals The workshop includes:

• introduction to the Retarus automated directory synchronization tool and its capabilities

• overview of supported synchronization models and integration patterns

• review of prerequisites and technical requirements

Customer Directory Assessment Structured review of the customer's directory environment, including:

• Active Directory or directory source structure and export capabilities

• attribute availability and quality relevant to Retarus service provisioning

• multiple directory source scenarios where applicable

Mapping & Configuration Design Collaborative design session covering:

• user profile mapping (directory attributes to Retarus service profiles)

• alias mapping for email services where applicable

• fax number and messaging attribute mapping where applicable

• service-specific configuration requirements (EAS user maintenance, list management)

• definition of the synchronization configuration file structure (XML)

Solution Design Consolidation of all mapping and configuration decisions into a documented synchronization design, including:

• agreed mapping rules and attribute handling

• configuration parameters and synchronization behavior

• identified edge cases, exclusions, and open items

Deliverables

The workshop provides:

• Workshop presentation (PDF)

• Directory Synchronization Design Document (PDF) — documenting mapping rules, configuration parameters, and solution design decisions

Delivery Options

Customer Responsibilities

The customer is responsible for providing:

• relevant technical contacts with knowledge of the directory infrastructure (Active Directory, Azure AD, or equivalent)

• documentation or access to the directory attribute structure

• information on which Retarus services require user provisioning

• participation in the workshop and timely review of the design document

Delays in providing directory structure information or attribute documentation may impact solution design quality and delivery timelines.

Assumptions & Limitations

The workshop covers design and documentation. The following are out of scope:

• technical implementation or activation of the directory synchronization

• configuration of the synchronization tool or XML file deployment

• Active Directory or IAM infrastructure changes on the customer side

• custom development or non-standard integration patterns

• ongoing synchronization monitoring or operational support

Outcome

After completion of the workshop, the customer receives:

• a validated synchronization design tailored to their directory environment and Retarus service portfolio

• documented mapping rules and configuration parameters ready for implementation

• a clear foundation for technical setup and activation of automated directory synchronization

Format & Scope