automating the user provisioning process

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Automating the User Provisioning ProcessFebruary 24, 2016

© HelpSystems. Company Confidential.All trademarks and registered trademarks contained herein are the property of their respective owners.

© HelpSystems. Company Confidential.05/02/2023 2

Today’s Speaker

DONNA HORTONTraining & Services Consultant

© HelpSystems. Company Confidential.05/02/2023 3

Today’s Agenda

• Onboarding and offboarding processes• Create and provision Active Directory

users and permissions• Setting up temporary passwords• Using PowerShell• Sending email notifications• Automate BPA Server • Demonstration• Q&A

© HelpSystems. Company Confidential.05/02/2023 4

• Employee onboarding/set upnew users

• Disabling users on leave of absence • Enabling users when returning from

leave of absence• Employee offboarding/remove users

from Active Directory• Group and permission management• Email notification

www.petri.com

Employee Onboarding and Offboarding

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Polling Question #1

How many users have youprovisioned in the last 45 days?

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• Personal detailsName, department, manager

• Account and application informationLogin, email address

• Group and role managementSecurity groups

• Add users to Exchange andother systems

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User Provisioning

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• Manual user provisioning is expensive• Requires involvement of IT personnel• Communication between IT and HR

results in onboarding and offboarding delays• Other processes may be involved to

provision users in connected systems

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IT vs. HR

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User Provisioning Pain Points

• Time-consuming• Security risks• Not enough resources to handle

onboarding/offboarding processes • Multiple applications and permission

settings for each employee• Email confirmations• Error/exception handling

© HelpSystems. Company Confidential.05/02/2023 9www.petri.com

Active Directory Administrative Center

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Active Directory with PowerShell cmdlets

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PowerShell add multiple users looping a CSV file

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Active Directory with PowerShell cmdlets

© HelpSystems. Company Confidential.05/02/2023 12www.petri.com

Polling Question #2

How much time do youspend on provisioning a user?

© HelpSystems. Company Confidential.05/02/2023 13www.petri.com

© HelpSystems. Company Confidential.05/02/2023 14www.petri.com

• Triggers: schedule, file monitor, hot keys, database

• Actions: Active Directory, Excel, Exchange, PowerShell, text manipulation, file system, etc.

Active Directory Automation

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• Monitor emails for new hires • Get, save, and extract data from email attachments • Create Active Directory user account and password • Set up user in Exchange with PowerShell• Log report transaction • Email temp account IDs and passwords to hiring manager

Active Directory Solution

© HelpSystems. Company Confidential.05/02/2023 16www.petri.com

Polling Question #1

How are you notifying managersonce a new user is set up in Active Directory?

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Live Demonstration

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automate.solutions@helpsystems.com

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To Request a Personalized Demo

© HelpSystems. Company Confidential.05/02/2023 19www.petri.com

Questions?

© HelpSystems. Company Confidential.05/02/2023 20

© HelpSystems. Company Confidential.05/02/2023 21www.petri.com

DONNA HORTONTraining & Services Consultant

+1 213-738-1700 | donna.horton@helpsystems.comwww.helpsystems.com

Thank You For Joining Us!

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