Single page for key success items

• SQL Setup

  • Configure SQL Server for Mix Mode logins

  • SQL Config Manager

    • Ensure TCPIP and Named Pipes protocols are turned on

    • SQL Browser - change start mode to Auto and start the service

  • Firewall - open ports

    • SQL - TCP 1433

    • Browser - UDP 1434

• Set the services Startup Type to Automatic (Delayed Start)

  • Identity Syncronizer – Agent Service

  • Identity Syncronizer – Service

  • This ensures the service starts properly by pausing the start until all Windows services are started first

• Identity Syncronizer – Service

  • Set the Log On account to use a Domain Admins account rather than Local System

    • advice is to use the same account as the Ad Admin User config field on the Autotask tab of the console app

  • This is the service that runs on the system where the IDSync console app is installed

  • typically just use the same account used on the AD config tab of the console  AD Admin User

  • This ensures the IDSync service will have access

• IDSync Management Console

  • When making configuration changes to any of the console tabs

    • Stop the service first

    • Make your changes

    • Click on Apply in the lower right corner of the console

    • Start the service

  • Autotask tab

    • Autotask API Config

      • URL should look like this

        • https://webservices2.autotask.net/atservices/1.5/atws.asmx

        • the number at the end of webservices is based on your location and will match the number on the url that is used to login to Autotask

          • https://ww2.autotask.net

    • Account ID: UPN or Email

      • Email requires the ADUC User to always have an email or won’t sync

        • User accounts always have the UPN

    • AD Admin User

      • this user must be a member of the Domain Admins group