Best Practices Checklist
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
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
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