Discovering Accounts

Using the Account Discovery wizard, administrators can import accounts using predefined workflow templates. Owners and attributes are specified during the discovery process. Administrators can specify attribute values to update in Active Directory/Azure AD or leave the values blank so they inherit the values present in Active Directory/Azure AD.

  1. At the Home page, select the Managed tab. Then, click Discover Accounts.

  2. Select Type & Domain.

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    1. From the Account Type drop-down menu, choose from Active Directory, Azure Active Directory, or Group Managed Service Account.
    2. From the Domain drop-down menu, select the Domain accounts will be migrated from. Accounts cannot be migrated between domains.
    3. Click Next in the upper right-hand corner.

  3. Select Accounts.

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    1. Choose the accounts to be migrated by clicking the check box to the left of the account name, or enable the check box next to the Search bar to select all accounts.

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    2. Use the Search field to display all accounts that match the search criteria. Use the Filter drop-down to restrict the list of accounts to specific End of Lifecycle account types, Workflows, or accounts created on a specific date.

    3. Click Next in the upper right-hand corner.

  4. Assign Workflow Template.

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    1. Select the workflow, review interval, review date, and owners for the accounts being imported. Click Next.

  5. Select Owners.

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    1. Next, assign owners for each account. You can set the owners for each individual account, or assign the same group of owners to all accounts.

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    2. Click Remove next to a user or group in the list to remove the user or group from the account.

    To add a user or group, click Add and select either Add Users or Add Groups. When prompted, select the users or groups to add as owners and click Add.

    1. Click Next in the upper right-hand corner.

  6. Finalize.

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    1. Review the domain name, workflow template, review interval, lifecycle end date, accounts, and owners. Change information by clicking on the previous steps. Make sure to click Next on any updated fields.
    2. Once you have verified that the information is correct, click Complete to finalize the wizard and move the accounts.