Retrieve User (Active Directory) activity

An activity that gets user information from Active Directory.



Configure the Retrieve User activity

To configure the Retrieve User activity, do the procedure in this topic.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Active Directory Active Directory icon tab.
      2. On the Active Directory Active Directory icon tab, drag the Retrieve User Retrieve User icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Retrieve User Retrieve User icon.
  3. Complete the fields on the Retrieve User Configuration screen.

    For more information, refer to Get User Information from Active Directory.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Retrieve User Configuration

Configures the user properties to get for the Active Directory user.



Fields

Field Name Definition

Active Directory

Function:
Specifies the access token that connects to your Active Directory.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for Active Directory
Function of this Screen:
Configure an access token to connect to Active Directory.

User Name (Login ID)

Function:
Specifies the name of the user to create in Active Directory.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Add Custom Property Add Custom Property icon

Opens this Screen:
Add Custom Property
Function of this Screen:
Creates new user properties that do not show in the default list of user properties

User Properties - Property Name

Function:
Shows a list of user properties.
Accepted Values:
The default list of user properties.

Selected Properties - Property Name

Function:
Specifies the user property for the selected user.
Accepted Values:
Read-only

Variable

Function:
The process data variable to store user properties.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

File Name/Filter

Function:
Specifies the file name or a set of files expressed with the filter expression to search within the specified source location.
Accepted Values:
  • File Name - Specifies the name of the file in your storage source location.
  • Filter - Specifies a file name or a filter string that uses asterisks (*) as wildcards.
Default Value:
Filter
Accepts Process Data Variables:
Yes
Example:
These are some examples of filter expressions:
  • *.* - All files are searched.
  • *.txt - The files that have the .txt file extension are searched.
  • *.pdf - The files that have the .pdf file extension are searched.
  • MyFile.* - All files start with MyFile are searched.
  • *[part of file name]* - All files that contain the specified part of file name are searched.
  • *.xml - The files that have the .xml file extension are searched.
  • *.doc - The files that have the .doc file extension are searched.
  • MyFile.xml - Only the specific file MyFile.xml is searched.

The filter action is done at the source location specified in the activity.

Add Custom Property

Creates new user properties that do not show in the default list of user properties.



Fields

Field Name Definition

Property Name

Function:
Specifies the user property for the selected user.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Variable

Function:
The process data variable to store user properties.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes