Create an Active Directory Dynasty

The Directory Manager portal provides the following templates for creating Dynasties:

• Organizational: To create a Smart Group for every distinct company, then for each department within a company, and finally for each title in a department.
• Geographical: To create a Smart Group for every distinct country, then for each state within a country, and finally for each city within a state.
• Managerial: To either create separate Smart Groups for the direct reports of each manager or add all direct reports of the top manager and sub-level managers to a single group.
• Custom: To begin with a blank Dynasty and select your own group-by attributes.

These templates provide pre-defined grouping attributes for creating Dynasty levels. You can define custom group-by attributes to expand the Dynasty levels to suit your organizational model. You can also combine an external data source with the templates to provide extended criteria for determining group membership.

NOTE: Settings related to Dynasty membership are configured at the identity store level.

NOTE: Do not move a Dynasty from one domain to another. Child Dynasties would get orphaned and subsequently deleted.

NOTE: You cannot create mail-enabled Dynasties of the Office 365 group type in a Microsoft Entra ID based identity store, since an Office 365 group cannot have groups as its members. Only non mail-enabled Dynasties of the security group type are supported.

Naming conventions for Child Dynasties

Dynasty names help you group a parent Dynasty with its respective child Dynasties.

• For an Organizational/Geographical/Custom Dynasty:

  The name of a child Dynasty starts with the name of its parent Dynasty (unless you change the naming template for Dynasty children).

• For a Managerial Dynasty:

  By default, the naming template for its child Dynasties starts with "Direct reports of manager".

To modify the display name template for child Dynasties, see Modify alias and display name templates.

NOTE: In the Dynasty creation/update process, a child Dynasty will not be created if it bears the same name as that of an existing object in the directory. For example, when you create a custom Dynasty, test1, on one attribute, SamAccountName, it’s child Dynasties would be named as test1-Robert, test1-John, and so on. However, if test1-Robert already exists as a user object, Directory Manager will skip the test1-Robert child Dynasty and continue to create the rest of the Dynasty.

Create a Dynasty using the Organizational/Geographical/Custom template

Follow the steps to create a dynasty using the the Organizational/Geographical/Custom template.

1. In the Directory Managerbportal, click the Create New button in the left pane and select Group.

   The Create Group wizard opens to the Group Type page.

   NOTE: Pages and fields on the wizard may vary, since the administrator can customize the wizard by adding or removing pages and fields.

2. On the Group Type page, select the Organizational Dynasty, Geographical Dynasty, or Custom Dynasty option button and click Next.

3. On the General page, specify basic information about the Dynasty.

4. On the Dynasty Options page, view or change the attributes in the Attributes area and click Next.

   Dynasties create Smart Groups for each distinct value of each listed attribute. Depending on the Dynasty template selected, the Attributes area displays the list of default attributes for the template; however, you can add and remove attributes. For the Custom template, no attribute is displayed.

5. The Query Designer page displays the default query that Directory Manager will use to determine the Dynasty membership. The default query returns all users with Exchange mailboxes, along with users and contacts with external email addresses, which are then grouped by the specified group-by attributes.

   Review the query for selecting the group members, then click Next.

   For details, see the Smart Group page.

6. On the Owners page, specify primary and additional owners for the Dynasty.

   NOTE: (1) Additional owners are only set for the parent and are not inherited by child Dynasties during update.
   (2) When a Smart Group Update job runs on a group, the notification behavior is as follows:
   Even when the Do not Notify check box is selected, the additional owner will receive the notifications if the administrator has included its email address for job-specific notifications.

7. On the Summary Page, review the settings and then click Finish to complete the wizard.

Create a Dynasty using the Managerial template

Follow the steps to create a Dynasty using the Managerial template.

1. In the Directory Manager portal, click the Create New button in the left pane and select Group.

   The Create Group wizard opens to the Group Type page.

   NOTE: Pages and fields on the wizard may vary, since the administrator can customize the wizard by adding or removing pages and fields.

2. On the Group Type page, select the Managerial Dynasty option button and click Next.

3. On the General page, specify basic information about the Dynasty.

4. On the Dynasty Options page (Managerial Dynasty), specify a structure for the Dynasty and click Next.

   By default, Directory Manager constructs a managerial Dynasty structure by first creating a Smart Group for all direct reports of the selected top-level manager and then continues down the Dynasty structure, creating separate Smart Groups for the direct reports to each sub-level manager. However, you can choose to create a single Smart Group for the direct reports of all levels of managers rather than creating separate groups.

5. The Query Designer page displays the default query that Directory Manager will use to determine the Dynasty membership. This query returns all users with Exchange mailboxes, along with users and contacts with external email addresses, which are then grouped as per the managerial Dynasty structure.

   Review the query for selecting the group members, then click Next.

   For details, see the Smart Group page.

6. On the Owners page, specify primary and additional owners for the Dynasty.

   NOTE: (1) Additional owners are only set for the parent and are not inherited by child Dynasties during update.
   (2) When a Smart Group Update job runs on a group, the notification behavior is as follows:
   Even when the Do not Notify check box is selected, the additional owner will receive the notifications if the administrator has included its email address for job-specific notifications.
   (3) If you have selected the Set Manager as owner option on the Dynasty Options page, the top manager would be displayed as the primary owner instead of the logged-in user.
   In case you change the owner, the new recipient would be the Dynasty’s primary owner even if the Set Manager as owner check box is selected.

7. On the Summary Page, review the settings and then click Finish to complete the wizard.

Create a Microsoft Entra ID Dynasty

The Directory Manager portal provides the following templates for creating Dynasties:

• Organizational – To create a Smart Group for every distinct company, then for each department within a company, and finally for each title in a department.
• Geographical – To create a Smart Group for every distinct country, then for each state within a country, and finally for each city within a state.
• Managerial – To either create separate Smart Groups for the direct reports of each manager or add all direct reports of the top manager and sub-level managers to a single group.
• Custom – To begin with a blank Dynasty and select your own group-by attributes.

These templates provide pre-defined grouping attributes for creating Dynasty levels. You can define custom group-by attributes to expand the Dynasty levels to suit your organizational model. You can also combine an external data source with the templates to provide extended criteria for determining group membership.

NOTE: Settings related to Dynasty membership are configured at the identity store level.

NOTE: Do not move a Dynasty from one domain to another. Child Dynasties would get orphaned and subsequently deleted.

NOTE: You cannot create mail-enabled Dynasties of the Office 365 group type in a Microsoft Entra ID based identity store, since an Office 365 group cannot have groups as its members. Only non mail-enabled Dynasties of the security group type are supported.

Naming conventions for Child Dynasties

Dynasty names help you group a parent Dynasty with its respective child Dynasties.

• For an Organizational/Geographical/Custom Dynasty:

  The name of a child Dynasty starts with the name of its parent Dynasty (unless you change the naming template for Dynasty children).

• For a Managerial Dynasty:

  By default, the naming template for its child Dynasties starts with "Direct reports of manager".

To modify the display name template for child Dynasties, see Modify alias and display name templatestopic for additional information.

NOTE: In the Dynasty creation/update process, a child Dynasty will not be created if it bears the same name as that of an existing object in the directory. For example, when you create a custom Dynasty, test1, on one attribute, SamAccountName, it’s child Dynasties would be named as test1-Robert, test1-John, and so on. However, if test1-Robert already exists as a user object, Directory Manager will skip the test1-Robert child Dynasty and continue to create the rest of the Dynasty.

Create a Dynasty using the Organization/Geographical/Custom template

Follow the steps to create a dynasty using the Organization/Geographical/Custom template.

1. In the Directory Manager portal, click the Create New button in the left pane and select Group.

   The Create Group wizard opens to the Group Type page.

   NOTE: Pages and fields on the wizard may vary, since the administrator can customize the wizard by adding or removing pages and fields.

2. On the Group Type page, select the Organizational Dynasty, Geographical Dynasty, or Custom Dynasty option button and click Next.

3. On the General - Microsoft Entra IDpage, specify basic information about the Dynasty.

4. On the Dynasty Options page, view or change the attributes in the Attributes area and click Next.

   Dynasties create Smart Groups for each distinct value of each listed attribute. Depending on the Dynasty template selected, the Attributes area displays the list of default attributes for the template; however, you can add and remove attributes. For the Custom template, no attribute is displayed.

5. The Query Designer page displays the default query that Directory Manager will use to determine the Dynasty membership. The default query returns all users with Exchange mailboxes, along with users and contacts with external email addresses, which are then grouped by the specified group-by attributes.

   Review the query for selecting the group members, then click Next.

   For details, see the Smart Group page.

6. On the Owners page, specify primary and additional owners for the Dynasty.

   NOTE: (1) Additional owners are only set for the parent and are not inherited by child Dynasties during update.
   (2) When a Smart Group Update job runs on a group, the notification behavior is as follows:
   Even when the Do not Notify check box is selected, the additional owner will receive the notifications if the administrator has included its email address for job-specific notifications.

7. On the Summary Page, review the settings and then click Finish to complete the wizard.

Create a Dynasty using the Managerial template

Follow the steps to create a dynasty using the Managerial template.

1. In the Directory Manager portal, click the Create New button in the left pane and select Group.

   The Create Group wizard opens to the Group Type page.

   NOTE: Pages and fields on the wizard may vary, since the administrator can customize the wizard by adding or removing pages and fields.

2. On the Group Type page, select the Managerial Dynasty option button and click Next.

3. On the General - Microsoft Entra IDpage, specify basic information about the Dynasty.

4. On the Dynasty Options page (Managerial Dynasty), specify a structure for the Dynasty and click Next.

   By default, Directory Manager constructs a managerial Dynasty structure by first creating a Smart Group for all direct reports of the selected top-level manager and then continues down the Dynasty structure, creating separate Smart Groups for the direct reports to each sub-level manager. However, you can choose to create a single Smart Group for the direct reports of all levels of managers rather than creating separate groups.

5. The Query Designer page displays the default query that Directory Manager will use to determine the Dynasty membership. This query returns all users with Exchange mailboxes, along with users and contacts with external email addresses, which are then grouped as per the managerial Dynasty structure.

   Review the query for selecting the group members, then click Next.

   For details, see the Smart Group page topic for additional information.

6. On the Owners page, specify primary and additional owners for the Dynasty.

   NOTE: (1) Additional owners are only set for the parent and are not inherited by child Dynasties during update.
   (2) When a Smart Group Update job runs on a group, the notification behavior is as follows:
   Even when the Do not Notify check box is selected, the additional owner will receive the notifications if the administrator has included its email address for job-specific notifications.
   (3) If you have selected the Set Manager as owner option on the Dynasty Options page, the top manager would be displayed as the primary owner instead of the logged-in user.
   In case you change the owner, the new recipient would be the Dynasty’s primary owner even if the Set Manager as owner check box is selected.

7. On the Summary Page, review the settings and then click Finish to complete the wizard.

Import Additional Owners

The Import Additional Owners wizard enables you to specify additional owners for a group using an external file.

The wizards search the directory for objects listed in the external file, and if found, adds them as additional owners to the group.

Supported file formats are:

• Text (.txt)
• Comma Separated Value (.csv)
• Microsoft Excel (.xls and .xlsx)
• Extensible Markup Language (.xml)

Import additional owners using a wizard

Use the Import button on the Owners tab of the New Group page and in group properties to launch the Import Additional Owners wizard.

1. On the File page, click Browse to locate and select the file containing the data to upload.

2. Click the Up arrow to upload the file to the Directory Manager server for processing.

3. Click Next.

4. On the Import page, follow these steps:

   1. In the Import Options section, select this site/domain or the entire directory from the Search drop-down list.

      The wizard compares records in the import file with records in the selected domain or directory to update the group's membership.

   2. In the Map Field area, map a field in the source file (Source Field) with a directory attribute (Destination).

      The value in the selected source field is compared to the value of the selected destination field, and records with matching values are added to the group as members.

5. The Preview page displays the possible outcome of the import process based on the settings specified on the previous pages. The wizard processes the records from the source file by matching the values of the source and destination fields. Results displayed may include the following types of items:

   • Resolved Items:

     Shows all objects that will be successfully processed.

   • Unresolved Items:

     Shows objects that will not be processed because a matching object could not be found in the destination directory.

   • Ambiguous Items:

     Shows objects for which duplicate entries were found in the destination directory.

6. Click Finish to import the Additional Owners.

Create Teams

Using Directory Manager portal, you can create Team in the identity store.

Create Teams

Follow the steps to create Teams group.

Step 1 – In the Directory Manager portal, click the Create New button and select Team.

Step 2 – The Create Group wizard opens to the Group Type page.

Step 3 – Pages and fields on the Create Group wizard may vary, since the administrator can customize the wizard by adding or removing pages and fields.

Step 4 – On the Group Type page, select the required group type and click Next.

Step 5 – On the General page, specify basic information about the group.

Step 6 – If you select Static Group, specify members for the group on the Members page.

Step 7 – If you select Smart Group or a Dynasty, review and modify the query for updating group membership on the Smart Group page.

Step 8 – On the Owners page, specify primary and additional owners for the group.

Step 9 – On the Summary Page, review the settings and then click Finish to complete the wizard.