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OrgChart Help Guide

Azure AD Connector Setup

Audience

Audience: Administrators

Overview

After you've configured your Azure AD connector, you can setup the Azure AD Connector in OrgChart. The following article provides step-by-step instructions for setting up an Azure AD Connector.

Azure AD Connector Setup

The following steps will help you to set up your connection to Azure AD in OrgChart:

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

    5_2_1_CS_Source.png

  4. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

  5. Click on Azure AD, and then click on Select.

    5_2_2_SelectAzureAD.png

  6. Enter the following information into the corresponding text boxes:

    1. Subdomain - Azure AD Tenant ID

    2. Client ID - Application (client) ID associated with the registered app in Azure AD.

    3. Client Secret - Client secret value generated in the Certificates & Secrets panel of the registered app in Azure AD.

  7. Click on the 5_2_2_TestAuth_Icon.png icon (under the Main Data Source heading) to test that the credentials provided are valid.

    5_2_2_AzureAD_NotValidated.png

    Note

    If authorization fails, a Failed Authorization alert is displayed, detailing the invalid credential(s). Re-enter valid credentials, and then re-test until you receive a successful authorization.

  8. Optionally specify additional fields to query in the Additional Fields text box.

  9. Optionally, enter a filter rule in the Filter text box to import employee records that meet the specified criteria.

  10. Click on Save, and then Refresh.