Overview

In a Service Desk, clients often request a CSV export of groups and users from their Active Directory. This usually happens when they’re preparing for a security or compliance audit, planning a migration (such as to Microsoft Exchange 365 or Azure Active Directory), or restructuring their internal processes. So, how do you ensure this simple request is delivered quickly and accurately without forcing engineers to log into the client’s AD and manually dig through every detail?

To address this, we use automations to retrieve information such as available groups or users from the client's Active Directory based on their environment. This automation makes it easier for engineers to export a CSV report through a downloadable format in Pia’s chatbot.

Note: This won't report on group members please use the Add/Remove Access to Groups automation to review group members.

Flow

Here’s the flow:

  • Pia will retrieve a list of all the users or groups from the client's environment depending on the package that is run.
  • Pia will present a downloadable link which, when clicked, will download a CSV report to your local machine.

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