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Smart Group page

This page displays the default query for the Smart Group; however, you can modify it. The group’s membership is updated with the records fetched by the query.

  • The Container(s) area displays the domain or containers the query will run on.
  • Object Types: Lists the object types the query will fetch.
  • The Server and Storage areas are displayed if the query only fetches messaging system recipients. These areas display the server and storage for the query to fetch the records from.

In an Active Directory identity store, the default query returns the following:

  • If a messaging provider is configured for the identity store, the default query returns messaging system recipients (users with mailboxes, users with external email addresses, and contacts with external email addresses).
  • Without a messaging provider, the default query returns all users, contacts and groups in the identity store.

In a Microsoft Entra ID identity store, the default query returns the following:

  • If a messaging provider is configured for the identity store, the default query returns messaging system recipients (users with mailboxes and users with external email addresses).
  • Without a messaging provider, the default query returns all users and groups. For an Office 365 group, however, only user objects are added to group membership.

You can do the following:

Step 1 – To modify the query, click the Query Designer button. This launches the Query Designer dialog box, where you can modify the query.

Step 2 – You can also associate a Smart Group Update job with the group; this is a scheduled job that updates the group’s membership when it runs.

From the Scheduled Job list, select a Smart Group Update job to associate with the group.

This list contains Smart Group Update jobs defined in the identity store.

NOTE: If the administrator has enforced the job selection option, you cannot proceed unless you select a scheduled job for this group.

Step 3 – Click Next.

Group properties - Smart Group/Query Designer tab

Use this tab to view and modify the query defined for the Smart Group/Dynasty, and even schedule updates.

The group’s membership is updated with the records fetched by the query.

NOTE: In case of an Office 365 group in a Microsoft Entra ID based identity store, group membership is updated with user objects only.

Membership update settings defined for the identity store also impact Smart Group and Dynasty membership update.

Container(s)

Displays the domain or containers the query will run on.

Object Types

Lists the object types the query will fetch.

Server and Storage

These areas are displayed if the query only fetches messaging system recipients. They display the server and storage for the query to fetch the records from.

Query Designer

To modify the query, click the Query Designer button. This launches the Query Designer dialog box, where you can modify the query.

Smart Groups and Dynasties in a Microsoft Entra IDbased identity store use a device structured query language while those in an Active Directory based identity store use LDAP queries to update group membership.

Membership Preview

You can preview the group members of the smart group before executing the changes.

Clear

To remove all the queries set in the Query Designer, click Clear.

Scheduled Job

You can associate a Smart Group Update job with the group; this is a scheduled job that updates the group’s membership when it runs.

From the Scheduled Job list, select a Smart Group Update job to associate with the group.

This list contains Smart Group Update jobs define for the identity store.

NOTE: If the administrator has enforced the job selection option, you cannot save any changes unless you associate a scheduled job with this group.

Updated On

Display the date and time when the group was updated based on the schedule set for it.

Create a Schedule

You can create a new schedule other than the ones on the list.