Setting Up and Activating Entra ID Synchronization
To begin syncing members and managing access in Entra ID, follow these steps:
Add a Tenant
Before you can activate Entra ID synchronization, you must first add a tenant. A tenant represents an instance of Entra ID for your organization. This step is essential to begin managing members and security groups.Activate Entra ID or Notify the Admin
Once the tenant is added, you have two options to proceed:Activate: Clicking "Activate" will enable Entra ID synchronization and allow you to start syncing members.
Email Entra ID Admin: If you need an admin to authenticate the setup, you can select "Email Entra ID Admin." This will open your email client (such as Outlook), allowing you to send a URL to the Entra ID admin. The admin will then click on the link to authenticate and approve the Entra ID setup.
Admin Authentication
Once the Entra ID admin receives the authentication link, they must approve the setup. Once approved, the Entra ID synchronization will be activated and ready for use.Confirmation of Activation
After the admin has authenticated the setup, Entra ID will show as active, confirming that synchronization is successfully enabled.Add Security Groups
Now that Entra ID is active, you can begin adding security groups. These groups will help you manage access control within your organization. You need to select security groups that have been approved by your organization. To see the groups, start typing the name and/or ID of the Group you are after.Name Security Groups
When adding security groups, give them meaningful names to ensure clarity and organization. You might label them based on their purpose or membership, such as "Internal" or "External."Adding Members to projects
If you want to add members via Entra-ID groups to a projects, see this guide.
By following these steps, you'll be able to successfully set up and manage Entra ID synchronization, ensuring that your organization’s access control is properly configured.
Video transcript
Add a Tenant: To begin, you need to add a tenant. A tenant is essentially an instance of the Entra ID for your organization. This is necessary before you can start syncing members or enabling other features.
Activate or Email Entra ID Admin: After setting up the tenant, you have two options:
You can click Activate, which would likely enable or start syncing members to Entra ID.
Alternatively, you can click Email to Entra ID Admin, which will send a URL to the administrator. The admin would need to authenticate the setup for Entra ID.
Authentication by Admin: The Entra ID admin will then authenticate the process. This is necessary to link the system and ensure that the setup is properly authorized.
Approval Confirmation: Once Entra ID has been approved, you’ll see a confirmation that it’s active.
Add Security Groups: At this point, you can begin adding security groups to Entra ID. These groups will help define access levels within the system. You will need to select security groups from your organization that have been approved by your company’s policies.
Naming Security Groups: When creating these security groups, you should assign a meaningful name to them. For example, you can label them as "internal" or "external" based on the purpose or type of users that the group will include.
This process outlines how to set up Entra ID synchronization, authenticate with an admin, and start managing security groups within your organization.